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: restricted; 2024Q4: 72,802 shares; 2025Q1: 73,111 shares; 2025Q2: 78,885 shares; 2025Q3: 76,482 shares; 2025Q4: 77,437 shares; 2026Q1: 173,178 shares 173,178 $44M 2.48% +95,741 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: restricted; 2024Q4: 76,047 shares; 2025Q1: 73,192 shares; 2025Q2: 73,358 shares; 2025Q3: 30,934 shares; 2025Q4: 30,606 shares; 2026Q1: 61,386 shares 61,386 $40.1M 2.26% +30,780 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: restricted; 2024Q4: 92,902 shares; 2025Q1: 92,253 shares; 2025Q2: 99,223 shares; 2025Q3: 91,934 shares; 2025Q4: 96,758 shares; 2026Q1: 223,334 shares 223,334 $38.9M 2.2% +126,576 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: restricted; 2024Q4: 36,180 shares; 2025Q1: 38,815 shares; 2025Q2: 41,463 shares; 2025Q3: 41,897 shares; 2025Q4: 44,760 shares; 2026Q1: 98,960 shares 98,960 $36.6M 2.07% +54,200 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: restricted; 2024Q4: 29,545 shares; 2025Q1: 30,337 shares; 2025Q2: 34,853 shares; 2025Q3: 36,045 shares; 2025Q4: 46,323 shares; 2026Q1: 111,516 shares 111,516 $32M 1.8% +65,193 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: restricted; 2024Q4: 17,884 shares; 2025Q1: 20,912 shares; 2025Q2: 22,847 shares; 2025Q3: 21,230 shares; 2025Q4: 22,390 shares; 2026Q1: 47,374 shares 47,374 $28.3M 1.6% +24,984 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: restricted; 2024Q4: 120,214 shares; 2025Q1: 133,588 shares; 2025Q2: 141,862 shares; 2025Q3: 154,245 shares; 2025Q4: 199,131 shares; 2026Q1: 450,242 shares 450,242 $26.2M 1.48% +251,111 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: restricted; 2024Q4: 46,954 shares; 2025Q1: 50,833 shares; 2025Q2: 55,917 shares; 2025Q3: 46,883 shares; 2025Q4: 53,454 shares; 2026Q1: 118,020 shares 118,020 $24.6M 1.39% +64,566 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: restricted; 2024Q4: 19,149 shares; 2025Q1: 20,326 shares; 2025Q2: 24,087 shares; 2025Q3: 23,795 shares; 2025Q4: 24,343 shares; 2026Q1: 51,128 shares 51,128 $24.5M 1.38% +26,785 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: restricted; 2024Q4: 30,510 shares; 2025Q1: 30,624 shares; 2025Q2: 32,848 shares; 2025Q3: 26,988 shares; 2025Q4: 28,636 shares; 2026Q1: 65,780 shares 65,780 $19.4M 1.09% +37,144 Timeline BALI 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: restricted; 2024Q4: 128,638 shares; 2025Q1: 162,659 shares; 2025Q2: 171,827 shares; 2025Q3: 180,859 shares; 2025Q4: 257,451 shares; 2026Q1: 612,696 shares 612,696 $18.9M 1.07% +355,245 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: restricted; 2024Q4: 12,116 shares; 2025Q1: 13,048 shares; 2025Q2: 15,465 shares; 2025Q3: 12,216 shares; 2025Q4: 13,574 shares; 2026Q1: 32,212 shares 32,212 $18.4M 1.04% +18,638 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: restricted; 2024Q4: 157,661 shares; 2025Q1: 160,189 shares; 2025Q2: 167,004 shares; 2025Q3: 163,002 shares; 2025Q4: 157,644 shares; 2026Q1: 314,120 shares 314,120 $17.8M 1% +156,476 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: restricted; 2024Q4: 33,760 shares; 2025Q1: 32,775 shares; 2025Q2: 34,323 shares; 2025Q3: 23,339 shares; 2025Q4: 22,997 shares; 2026Q1: 55,318 shares 55,318 $17.7M 1% +32,321 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 138,614 shares; 2025Q1: 136,690 shares; 2025Q2: 106,883 shares; 2025Q3: 93,473 shares; 2025Q4: 98,759 shares; 2026Q1: 228,042 shares 228,042 $17.5M 0.98% +129,283 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,135 shares; 2025Q1: 34,597 shares; 2025Q2: 47,741 shares; 2025Q3: 57,281 shares; 2025Q4: 58,716 shares; 2026Q1: 119,288 shares 119,288 $14.3M 0.8% +60,572 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: restricted; 2024Q4: 3,780 shares; 2025Q1: 3,965 shares; 2025Q2: 4,264 shares; 2025Q3: 6,751 shares; 2025Q4: 5,826 shares; 2026Q1: 13,858 shares 13,858 $13.8M 0.78% +8,032 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: restricted; 2024Q4: 28,766 shares; 2025Q1: 29,257 shares; 2025Q2: 30,940 shares; 2025Q3: 36,610 shares; 2025Q4: 40,211 shares; 2026Q1: 83,104 shares 83,104 $13.7M 0.78% +42,893 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: restricted; 2024Q4: 18,344 shares; 2025Q1: 21,221 shares; 2025Q2: 21,884 shares; 2025Q3: 22,908 shares; 2025Q4: 23,649 shares; 2026Q1: 47,362 shares 47,362 $13.6M 0.77% +23,713 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: restricted; 2024Q4: 78,514 shares; 2025Q1: 77,058 shares; 2025Q2: 78,528 shares; 2025Q3: 83,212 shares; 2025Q4: 80,433 shares; 2026Q1: 154,264 shares 154,264 $13.6M 0.77% +73,831 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: restricted; 2024Q4: 458,076 shares; 2025Q1: 438,947 shares; 2025Q2: 426,592 shares; 2025Q3: 267,793 shares; 2025Q4: 244,527 shares; 2026Q1: 465,888 shares 465,888 $13.6M 0.77% +221,361 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: restricted; 2024Q4: 75,848 shares; 2025Q1: 69,457 shares; 2025Q2: 67,030 shares; 2025Q3: 50,714 shares; 2025Q4: 57,292 shares; 2026Q1: 118,906 shares 118,906 $13.4M 0.76% +61,614 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,679 shares; 2025Q1: 51,577 shares; 2025Q2: 60,814 shares; 2025Q3: 68,915 shares; 2025Q4: 66,653 shares; 2026Q1: 135,264 shares 135,264 $13.2M 0.75% +68,611 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: restricted; 2024Q4: 36,145 shares; 2025Q1: 34,820 shares; 2025Q2: 37,712 shares; 2025Q3: 35,540 shares; 2025Q4: 37,789 shares; 2026Q1: 78,012 shares 78,012 $13.2M 0.75% +40,223 Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 113,556 shares; 2025Q3: 143,551 shares; 2025Q4: 153,303 shares; 2026Q1: 319,386 shares 319,386 $13.1M 0.74% +166,083 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: restricted; 2024Q4: 19,009 shares; 2025Q1: 18,306 shares; 2025Q2: 18,078 shares; 2025Q3: 34,389 shares; 2025Q4: 34,036 shares; 2026Q1: 60,396 shares 60,396 $13M 0.73% +26,360 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: restricted; 2024Q4: 55,872 shares; 2025Q1: 58,689 shares; 2025Q2: 66,950 shares; 2025Q3: 68,538 shares; 2025Q4: 73,152 shares; 2026Q1: 161,746 shares 161,746 $12.9M 0.73% +88,594 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: restricted; 2024Q4: 12,781 shares; 2025Q1: 15,634 shares; 2025Q2: 16,336 shares; 2025Q3: 14,757 shares; 2025Q4: 14,124 shares; 2026Q1: 28,366 shares 28,366 $12.4M 0.7% +14,242 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: restricted; 2024Q4: 148,495 shares; 2025Q1: 152,819 shares; 2025Q2: 152,590 shares; 2025Q3: 156,873 shares; 2025Q4: 156,873 shares; 2026Q1: 313,312 shares 313,312 $12.2M 0.69% +156,439 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: restricted; 2024Q4: 13,241 shares; 2025Q1: 13,422 shares; 2025Q2: 14,506 shares; 2025Q3: 8,155 shares; 2025Q4: 8,709 shares; 2026Q1: 40,298 shares 40,298 $12.2M 0.69% +31,589 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 95,752 shares; 2025Q1: 103,964 shares; 2025Q2: 97,715 shares; 2025Q3: 103,748 shares; 2025Q4: 104,233 shares; 2026Q1: 206,914 shares 206,914 $11.5M 0.65% +102,681 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: restricted; 2024Q4: 17,811 shares; 2025Q1: 11,690 shares; 2025Q2: 13,240 shares; 2025Q3: 31,635 shares; 2025Q4: 37,626 shares; 2026Q1: 77,968 shares 77,968 $11.4M 0.64% +40,342 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: restricted; 2024Q4: 110,735 shares; 2025Q1: 53,853 shares; 2025Q2: 49,950 shares; 2025Q3: 137,703 shares; 2025Q4: 130,288 shares; 2026Q1: 243,866 shares 243,866 $11.3M 0.64% +113,578 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: restricted; 2024Q4: 1,510 shares; 2025Q1: 1,623 shares; 2025Q2: 1,928 shares; 2025Q3: 4,713 shares; 2025Q4: 59,169 shares; 2026Q1: 115,354 shares 115,354 $11.1M 0.63% +56,185 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: restricted; 2024Q4: 14,248 shares; 2025Q1: 15,367 shares; 2025Q2: 20,786 shares; 2025Q3: 18,201 shares; 2025Q4: 19,486 shares; 2026Q1: 35,024 shares 35,024 $10.8M 0.61% +15,538 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: restricted; 2024Q4: 96,019 shares; 2025Q1: 107,020 shares; 2025Q2: 112,496 shares; 2025Q3: 14,807 shares; 2025Q4: 26,002 shares; 2026Q1: 50,216 shares 50,216 $10.6M 0.6% +24,214 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: restricted; 2024Q4: 32,516 shares; 2025Q1: 37,840 shares; 2025Q2: 40,208 shares; 2025Q3: 37,412 shares; 2025Q4: 27,404 shares; 2026Q1: 54,982 shares 54,982 $10.5M 0.6% +27,578 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: restricted; 2024Q4: 20,135 shares; 2025Q1: 20,579 shares; 2025Q2: 21,479 shares; 2025Q3: 21,138 shares; 2025Q4: 23,426 shares; 2026Q1: 53,620 shares 53,620 $10.3M 0.58% +30,194 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: restricted; 2024Q4: 13,243 shares; 2025Q1: 15,235 shares; 2025Q2: 48,156 shares; 2025Q3: 55,048 shares; 2025Q4: 56,928 shares; 2026Q1: 119,138 shares 119,138 $10.3M 0.58% +62,210 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: restricted; 2024Q4: 12,721 shares; 2025Q1: 14,031 shares; 2025Q2: 15,229 shares; 2025Q3: 12,014 shares; 2025Q4: 12,683 shares; 2026Q1: 27,310 shares 27,310 $10.2M 0.57% +14,627 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: restricted; 2024Q4: 31,723 shares; 2025Q1: 34,884 shares; 2025Q2: 39,809 shares; 2025Q3: 45,335 shares; 2025Q4: 48,099 shares; 2026Q1: 101,350 shares 101,350 $10.1M 0.57% +53,251 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: restricted; 2024Q4: 20,698 shares; 2025Q1: 20,048 shares; 2025Q2: 19,391 shares; 2025Q3: 26,704 shares; 2025Q4: 25,617 shares; 2026Q1: 45,614 shares 45,614 $9.75M 0.55% +19,997 Timeline FDVV 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: restricted; 2024Q4: not reported; 2025Q1: 82,904 shares; 2025Q2: 84,525 shares; 2025Q3: 84,214 shares; 2025Q4: 87,195 shares; 2026Q1: 174,898 shares 174,898 $9.66M 0.55% +87,703 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 107,355 shares; 2025Q1: 94,820 shares; 2025Q2: 88,637 shares; 2025Q3: 84,663 shares; 2025Q4: 77,648 shares; 2026Q1: 143,298 shares 143,298 $9.62M 0.54% +65,650 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,220 shares; 2025Q1: 41,461 shares; 2025Q2: 42,724 shares; 2025Q3: 45,439 shares; 2025Q4: 43,196 shares; 2026Q1: 86,180 shares 86,180 $9.19M 0.52% +42,984 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: restricted; 2024Q4: 51,692 shares; 2025Q1: 47,956 shares; 2025Q2: 43,999 shares; 2025Q3: 33,825 shares; 2025Q4: 49,800 shares; 2026Q1: 71,930 shares 71,930 $8.94M 0.5% +22,130 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: restricted; 2024Q4: 55,134 shares; 2025Q1: 59,535 shares; 2025Q2: 62,452 shares; 2025Q3: 92,343 shares; 2025Q4: 98,175 shares; 2026Q1: 189,198 shares 189,198 $8.64M 0.49% +91,023 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: restricted; 2024Q4: 903 shares; 2025Q1: 974 shares; 2025Q2: 1,081 shares; 2025Q3: 891 shares; 2025Q4: 939 shares; 2026Q1: 2,014 shares 2,014 $8.48M 0.48% +1,075 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: restricted; 2024Q4: 43,928 shares; 2025Q1: 48,203 shares; 2025Q2: 54,979 shares; 2025Q3: 38,173 shares; 2025Q4: 42,217 shares; 2026Q1: 89,498 shares 89,498 $8.41M 0.47% +47,281 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 98,384 shares; 2025Q1: 122,030 shares; 2025Q2: 144,676 shares; 2025Q3: 151,144 shares; 2025Q4: 155,718 shares; 2026Q1: 327,228 shares 327,228 $8.36M 0.47% +171,510 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,721 shares; 2025Q1: 50,389 shares; 2025Q2: 47,644 shares; 2025Q3: 47,248 shares; 2025Q4: 49,178 shares; 2026Q1: 98,750 shares 98,750 $8.35M 0.47% +49,572 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: restricted; 2024Q4: 129,652 shares; 2025Q1: 158,951 shares; 2025Q2: 117,886 shares; 2025Q3: 93,987 shares; 2025Q4: 88,961 shares; 2026Q1: 177,350 shares 177,350 $8.19M 0.46% +88,389 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: restricted; 2024Q4: 20,063 shares; 2025Q1: 21,284 shares; 2025Q2: 24,864 shares; 2025Q3: 26,900 shares; 2025Q4: 30,153 shares; 2026Q1: 60,984 shares 60,984 $8.05M 0.45% +30,831 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: restricted; 2024Q4: 9,439 shares; 2025Q1: 9,633 shares; 2025Q2: 10,051 shares; 2025Q3: 8,855 shares; 2025Q4: 16,425 shares; 2026Q1: 38,148 shares 38,148 $7.89M 0.45% +21,723 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 95,075 shares; 2025Q1: 101,886 shares; 2025Q2: 115,416 shares; 2025Q3: 95,725 shares; 2025Q4: 128,717 shares; 2026Q1: 274,396 shares 274,396 $7.88M 0.44% +145,679 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: restricted; 2024Q4: 6,967 shares; 2025Q1: 6,764 shares; 2025Q2: 7,009 shares; 2025Q3: 13,674 shares; 2025Q4: 14,043 shares; 2026Q1: 27,546 shares 27,546 $7.82M 0.44% +13,503 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: restricted; 2024Q4: 37,418 shares; 2025Q1: 35,031 shares; 2025Q2: 34,396 shares; 2025Q3: 29,716 shares; 2025Q4: 33,331 shares; 2026Q1: 72,004 shares 72,004 $7.79M 0.44% +38,673 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: restricted; 2024Q4: 42,358 shares; 2025Q1: 21,591 shares; 2025Q2: 39,636 shares; 2025Q3: 35,874 shares; 2025Q4: 78,187 shares; 2026Q1: 110,760 shares 110,760 $7.73M 0.44% +32,573 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: restricted; 2024Q4: not reported; 2025Q1: 47,770 shares; 2025Q2: 64,403 shares; 2025Q3: 85,943 shares; 2025Q4: 111,980 shares; 2026Q1: 233,546 shares 233,546 $7.7M 0.43% +121,566 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: restricted; 2024Q4: 29,232 shares; 2025Q1: 30,644 shares; 2025Q2: 32,586 shares; 2025Q3: 30,920 shares; 2025Q4: 51,747 shares; 2026Q1: 149,736 shares 149,736 $7.52M 0.42% +97,989 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: restricted; 2024Q4: 4,720 shares; 2025Q1: 6,076 shares; 2025Q2: 5,798 shares; 2025Q3: 7,346 shares; 2025Q4: 7,972 shares; 2026Q1: 11,262 shares 11,262 $7.32M 0.41% +3,290 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: restricted; 2024Q4: 10,143 shares; 2025Q1: 10,193 shares; 2025Q2: 10,138 shares; 2025Q3: 19,143 shares; 2025Q4: 16,950 shares; 2026Q1: 35,172 shares 35,172 $7.16M 0.4% +18,222 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: restricted; 2024Q4: 80,295 shares; 2025Q1: 106,534 shares; 2025Q2: 109,378 shares; 2025Q3: 30,986 shares; 2025Q4: 29,669 shares; 2026Q1: 57,558 shares 57,558 $7.15M 0.4% +27,889 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,896 shares; 2025Q1: 43,607 shares; 2025Q2: 55,705 shares; 2025Q3: 45,776 shares; 2025Q4: 52,426 shares; 2026Q1: 202,522 shares 202,522 $6.97M 0.39% +150,096 Timeline ILDR 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,163 shares; 2026Q1: 233,684 shares 233,684 $6.96M 0.39% +220,521 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: restricted; 2024Q4: 5,877 shares; 2025Q1: 4,891 shares; 2025Q2: 4,354 shares; 2025Q3: 14,848 shares; 2025Q4: 19,954 shares; 2026Q1: 46,432 shares 46,432 $6.88M 0.39% +26,478 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: restricted; 2024Q4: 11,086 shares; 2025Q1: 13,869 shares; 2025Q2: 4,956 shares; 2025Q3: 9,172 shares; 2025Q4: 9,451 shares; 2026Q1: 19,754 shares 19,754 $6.75M 0.38% +10,303 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: restricted; 2024Q4: 3,957 shares; 2025Q1: 4,441 shares; 2025Q2: 5,007 shares; 2025Q3: 14,249 shares; 2025Q4: 14,911 shares; 2026Q1: 30,644 shares 30,644 $6.66M 0.38% +15,733 Timeline SIXO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 17,063 shares; 2025Q2: 81,573 shares; 2025Q3: 81,633 shares; 2025Q4: 100,216 shares; 2026Q1: 197,158 shares 197,158 $6.66M 0.38% +96,942 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: restricted; 2024Q4: 126,514 shares; 2025Q1: 138,776 shares; 2025Q2: 128,738 shares; 2025Q3: 138,147 shares; 2025Q4: 139,556 shares; 2026Q1: 285,748 shares 285,748 $6.64M 0.37% +146,192 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 43,019 shares; 2025Q2: 77,733 shares; 2025Q3: 81,235 shares; 2025Q4: 88,593 shares; 2026Q1: 182,606 shares 182,606 $6.61M 0.37% +94,013 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: restricted; 2024Q4: 5,695 shares; 2025Q1: 6,322 shares; 2025Q2: 7,991 shares; 2025Q3: 8,300 shares; 2025Q4: 9,816 shares; 2026Q1: 20,464 shares 20,464 $6.51M 0.37% +10,648 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,944 shares; 2025Q1: 59,000 shares; 2025Q2: 64,866 shares; 2025Q3: 66,981 shares; 2025Q4: 69,404 shares; 2026Q1: 140,990 shares 140,990 $6.5M 0.37% +71,586 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: restricted; 2024Q4: 3,127 shares; 2025Q1: 3,787 shares; 2025Q2: 4,103 shares; 2025Q3: 5,889 shares; 2025Q4: 6,258 shares; 2026Q1: 12,834 shares 12,834 $6.41M 0.36% +6,576 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: restricted; 2024Q4: 1,974 shares; 2025Q1: 1,909 shares; 2025Q2: 1,920 shares; 2025Q3: 1,736 shares; 2025Q4: 1,974 shares; 2026Q1: 8,968 shares 8,968 $6.35M 0.36% +6,994 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: restricted; 2024Q4: 1,697 shares; 2025Q1: 1,929 shares; 2025Q2: 1,940 shares; 2025Q3: 3,620 shares; 2025Q4: 3,672 shares; 2026Q1: 7,232 shares 7,232 $6.31M 0.36% +3,560 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,700 shares; 2026Q1: 122,240 shares 122,240 $6.18M 0.35% +73,540 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: restricted; 2024Q4: 17,069 shares; 2025Q1: 16,341 shares; 2025Q2: 15,633 shares; 2025Q3: 37,873 shares; 2025Q4: 42,251 shares; 2026Q1: 79,592 shares 79,592 $6.14M 0.35% +37,341 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: restricted; 2024Q4: 63,278 shares; 2025Q1: 71,603 shares; 2025Q2: 62,278 shares; 2025Q3: 43,587 shares; 2025Q4: 42,413 shares; 2026Q1: 95,508 shares 95,508 $6.12M 0.35% +53,095 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: restricted; 2024Q4: 24,256 shares; 2025Q1: 27,486 shares; 2025Q2: 32,372 shares; 2025Q3: 28,285 shares; 2025Q4: 32,050 shares; 2026Q1: 70,144 shares 70,144 $6.08M 0.34% +38,094 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,131 shares; 2025Q1: 12,786 shares; 2025Q2: 15,617 shares; 2025Q3: 16,880 shares; 2025Q4: 18,678 shares; 2026Q1: 39,496 shares 39,496 $6.03M 0.34% +20,818 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,013 shares; 2025Q1: 11,414 shares; 2025Q2: 14,301 shares; 2025Q3: 14,574 shares; 2025Q4: 17,399 shares; 2026Q1: 38,198 shares 38,198 $6.01M 0.34% +20,799 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: restricted; 2024Q4: 3,095 shares; 2025Q1: 3,197 shares; 2025Q2: 3,266 shares; 2025Q3: 7,133 shares; 2025Q4: 9,169 shares; 2026Q1: 18,064 shares 18,064 $5.94M 0.34% +8,895 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: restricted; 2024Q4: 27,611 shares; 2025Q1: 34,003 shares; 2025Q2: 39,863 shares; 2025Q3: 21,192 shares; 2025Q4: 10,029 shares; 2026Q1: 20,606 shares 20,606 $5.93M 0.33% +10,577 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: restricted; 2024Q4: 55,802 shares; 2025Q1: 58,620 shares; 2025Q2: 64,073 shares; 2025Q3: 57,673 shares; 2025Q4: 34,493 shares; 2026Q1: 121,350 shares 121,350 $5.92M 0.33% +86,857 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,345 shares; 2025Q1: 12,299 shares; 2025Q2: 14,629 shares; 2025Q3: 18,363 shares; 2025Q4: 34,860 shares; 2026Q1: 77,126 shares 77,126 $5.81M 0.33% +42,266 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: restricted; 2024Q4: 1,774 shares; 2025Q1: 12,661 shares; 2025Q2: 13,407 shares; 2025Q3: 14,390 shares; 2025Q4: 13,105 shares; 2026Q1: 24,018 shares 24,018 $5.71M 0.32% +10,913 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: restricted; 2024Q4: 60,383 shares; 2025Q1: 66,997 shares; 2025Q2: 70,285 shares; 2025Q3: 72,785 shares; 2025Q4: 83,289 shares; 2026Q1: 184,460 shares 184,460 $5.66M 0.32% +101,171 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,689 shares; 2025Q1: 15,306 shares; 2025Q2: 14,367 shares; 2025Q3: 13,039 shares; 2025Q4: 12,460 shares; 2026Q1: 24,338 shares 24,338 $5.61M 0.32% +11,878 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: restricted; 2024Q4: 47,899 shares; 2025Q1: 58,112 shares; 2025Q2: 64,889 shares; 2025Q3: 61,599 shares; 2025Q4: 64,495 shares; 2026Q1: 130,038 shares 130,038 $5.53M 0.31% +65,543 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,230 shares; 2025Q4: 28,332 shares; 2026Q1: 107,942 shares 107,942 $5.49M 0.31% +79,610 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: restricted; 2024Q4: 3,805 shares; 2025Q1: 4,266 shares; 2025Q2: 5,450 shares; 2025Q3: 6,204 shares; 2025Q4: 7,180 shares; 2026Q1: 15,706 shares 15,706 $5.39M 0.3% +8,526 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: restricted; 2024Q4: 17,541 shares; 2025Q1: 18,589 shares; 2025Q2: 22,296 shares; 2025Q3: 21,883 shares; 2025Q4: 20,864 shares; 2026Q1: 44,762 shares 44,762 $5.31M 0.3% +23,898 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 131,451 shares; 2025Q1: 81,946 shares; 2025Q2: 84,392 shares; 2025Q3: 86,037 shares; 2025Q4: 98,541 shares; 2026Q1: 212,464 shares 212,464 $5.27M 0.3% +113,923 Timeline BWZ 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,858 shares; 2025Q3: 85,234 shares; 2025Q4: 92,991 shares; 2026Q1: 191,424 shares 191,424 $5.15M 0.29% +98,433 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,140 shares 51,140 $5.14M 0.29% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,711 shares; 2025Q1: 41,502 shares; 2025Q2: 44,634 shares; 2025Q3: 46,872 shares; 2025Q4: 52,403 shares; 2026Q1: 94,744 shares 94,744 $5.13M 0.29% +42,341 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: restricted; 2024Q4: 37,894 shares; 2025Q1: 35,379 shares; 2025Q2: 52,553 shares; 2025Q3: 45,629 shares; 2025Q4: 45,326 shares; 2026Q1: 66,912 shares 66,912 $4.97M 0.28% +21,586 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: restricted; 2024Q4: 3,551 shares; 2025Q1: 4,027 shares; 2025Q2: 4,126 shares; 2025Q3: 3,983 shares; 2025Q4: 4,223 shares; 2026Q1: 8,470 shares 8,470 $4.89M 0.28% +4,247 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: restricted; 2024Q4: 17,541 shares; 2025Q1: 24,181 shares; 2025Q2: 25,825 shares; 2025Q3: 11,165 shares; 2025Q4: 15,923 shares; 2026Q1: 50,676 shares 50,676 $4.88M 0.28% +34,753 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: restricted; 2024Q4: 18,540 shares; 2025Q1: 18,747 shares; 2025Q2: 22,706 shares; 2025Q3: 26,653 shares; 2025Q4: 26,213 shares; 2026Q1: 33,016 shares 33,016 $4.86M 0.27% +6,803 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,391 shares; 2025Q1: 22,745 shares; 2025Q2: 22,995 shares; 2025Q3: 12,475 shares; 2025Q4: 30,121 shares; 2026Q1: 134,148 shares 134,148 $4.82M 0.27% +104,027 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: restricted; 2024Q4: 5,550 shares; 2025Q1: 7,111 shares; 2025Q2: 7,382 shares; 2025Q3: 9,017 shares; 2025Q4: 9,146 shares; 2026Q1: 18,288 shares 18,288 $4.79M 0.27% +9,142 Timeline EUHY 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,555 shares; 2025Q3: 40,518 shares; 2025Q4: 44,198 shares; 2026Q1: 91,136 shares 91,136 $4.78M 0.27% +46,938 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: restricted; 2024Q4: 9,261 shares; 2025Q1: 9,144 shares; 2025Q2: 8,865 shares; 2025Q3: 10,667 shares; 2025Q4: 19,173 shares; 2026Q1: 19,558 shares 19,558 $4.78M 0.27% +385 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: restricted; 2024Q4: 21,448 shares; 2025Q1: 20,480 shares; 2025Q2: 20,991 shares; 2025Q3: 23,025 shares; 2025Q4: 24,297 shares; 2026Q1: 50,228 shares 50,228 $4.77M 0.27% +25,931 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: restricted; 2024Q4: 90,899 shares; 2025Q1: 38,127 shares; 2025Q2: 29,484 shares; 2025Q3: 23,190 shares; 2025Q4: 29,509 shares; 2026Q1: 64,532 shares 64,532 $4.75M 0.27% +35,023 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,578 shares; 2025Q1: 1,713 shares; 2025Q2: 2,073 shares; 2025Q3: 2,440 shares; 2025Q4: 2,501 shares; 2026Q1: 5,456 shares 5,456 $4.72M 0.27% +2,955 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,512 shares; 2025Q4: 23,149 shares; 2026Q1: 55,032 shares 55,032 $4.67M 0.26% +31,883 Timeline SPBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 92,187 shares; 2025Q3: 88,875 shares; 2025Q4: 89,277 shares; 2026Q1: 167,588 shares 167,588 $4.55M 0.26% +78,311 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: restricted; 2024Q4: 20,389 shares; 2025Q1: 71,338 shares; 2025Q2: 78,179 shares; 2025Q3: 31,522 shares; 2025Q4: 32,979 shares; 2026Q1: 67,366 shares 67,366 $4.55M 0.26% +34,387 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: restricted; 2024Q4: not reported; 2025Q1: 19,437 shares; 2025Q2: 34,727 shares; 2025Q3: 39,519 shares; 2025Q4: 45,092 shares; 2026Q1: 96,652 shares 96,652 $4.43M 0.25% +51,560 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: restricted; 2024Q4: 159,089 shares; 2025Q1: 149,375 shares; 2025Q2: 152,183 shares; 2025Q3: 31,971 shares; 2025Q4: 30,890 shares; 2026Q1: 62,248 shares 62,248 $4.37M 0.25% +31,358 Timeline BKSY BLACKSKY TECHNOLOGY INC More: the full row for BLACKSKY TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 120,200 shares; 2025Q1: 113,750 shares; 2025Q2: 118,250 shares; 2025Q3: 99,300 shares; 2025Q4: 90,648 shares; 2026Q1: 170,618 shares 170,618 $4.29M 0.24% +79,970 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,873 shares; 2026Q1: 74,266 shares 74,266 $4.23M 0.24% +39,393 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,276 shares; 2026Q1: 8,462 shares 8,462 $4.2M 0.24% +6,186 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: restricted; 2024Q4: 28,548 shares; 2025Q1: 27,971 shares; 2025Q2: 27,441 shares; 2025Q3: 26,863 shares; 2025Q4: 26,552 shares; 2026Q1: 52,984 shares 52,984 $4.19M 0.24% +26,432 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,218 shares; 2025Q4: 54,409 shares; 2026Q1: 102,268 shares 102,268 $4.17M 0.24% +47,859 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,373 shares; 2025Q1: 2,297 shares; 2025Q2: 2,421 shares; 2025Q3: 3,261 shares; 2025Q4: 8,866 shares; 2026Q1: 18,698 shares 18,698 $4.09M 0.23% +9,832 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 94,000 shares; 2025Q1: 86,218 shares; 2025Q2: 84,518 shares; 2025Q3: 72,468 shares; 2025Q4: 68,055 shares; 2026Q1: 131,876 shares 131,876 $4.02M 0.23% +63,821 Timeline SFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 79,040 shares; 2025Q2: 76,472 shares; 2025Q3: 73,291 shares; 2025Q4: 72,667 shares; 2026Q1: 133,858 shares 133,858 $4.02M 0.23% +61,191 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: restricted; 2024Q4: 13,874 shares; 2025Q1: 24,940 shares; 2025Q2: 31,663 shares; 2025Q3: 31,430 shares; 2025Q4: 31,490 shares; 2026Q1: 62,736 shares 62,736 $4.01M 0.23% +31,246 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: restricted; 2024Q4: 52,863 shares; 2025Q1: 59,614 shares; 2025Q2: 58,499 shares; 2025Q3: 60,255 shares; 2025Q4: 60,984 shares; 2026Q1: 110,530 shares 110,530 $3.93M 0.22% +49,546 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,963 shares; 2025Q1: 11,696 shares; 2025Q2: 11,147 shares; 2025Q3: 11,340 shares; 2025Q4: 17,325 shares; 2026Q1: 35,034 shares 35,034 $3.93M 0.22% +17,709 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74,784 shares 74,784 $3.88M 0.22% new 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: restricted; 2024Q4: 13,712 shares; 2025Q1: 14,274 shares; 2025Q2: 15,123 shares; 2025Q3: 10,419 shares; 2025Q4: 10,571 shares; 2026Q1: 21,354 shares 21,354 $3.87M 0.22% +10,783 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: restricted; 2024Q4: 4,647 shares; 2025Q1: 4,730 shares; 2025Q2: 4,674 shares; 2025Q3: 4,342 shares; 2025Q4: 12,280 shares; 2026Q1: 41,216 shares 41,216 $3.83M 0.22% +28,936 Timeline RWJ 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: restricted; 2024Q4: 28,013 shares; 2025Q1: 29,603 shares; 2025Q2: 33,049 shares; 2025Q3: 34,785 shares; 2025Q4: 36,474 shares; 2026Q1: 75,170 shares 75,170 $3.79M 0.21% +38,696 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: restricted; 2024Q4: 39,593 shares; 2025Q1: 39,902 shares; 2025Q2: 40,576 shares; 2025Q3: 39,624 shares; 2025Q4: 35,163 shares; 2026Q1: 81,892 shares 81,892 $3.78M 0.21% +46,729 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 288,185 shares; 2025Q1: 295,547 shares; 2025Q2: 355,041 shares; 2025Q3: 350,973 shares; 2025Q4: 358,852 shares; 2026Q1: 739,204 shares 739,204 $3.77M 0.21% +380,352 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,678 shares; 2025Q1: 18,635 shares; 2025Q2: 20,013 shares; 2025Q3: 20,956 shares; 2025Q4: 23,275 shares; 2026Q1: 49,600 shares 49,600 $3.73M 0.21% +26,325 Timeline RWK 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: restricted; 2024Q4: 7,770 shares; 2025Q1: 8,340 shares; 2025Q2: 10,202 shares; 2025Q3: 11,672 shares; 2025Q4: 12,948 shares; 2026Q1: 27,750 shares 27,750 $3.56M 0.2% +14,802 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 154,942 shares 154,942 $3.55M 0.2% new 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: restricted; 2024Q4: 31,559 shares; 2025Q1: 27,772 shares; 2025Q2: 21,357 shares; 2025Q3: 18,089 shares; 2025Q4: 28,631 shares; 2026Q1: 53,330 shares 53,330 $3.52M 0.2% +24,699 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 109,334 shares 109,334 $3.52M 0.2% new Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,026 shares; 2025Q1: 26,067 shares; 2025Q2: 24,776 shares; 2025Q3: 24,465 shares; 2025Q4: 23,437 shares; 2026Q1: 46,774 shares 46,774 $3.47M 0.2% +23,337 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: restricted; 2024Q4: 39,851 shares; 2025Q1: 39,610 shares; 2025Q2: 39,445 shares; 2025Q3: 40,102 shares; 2025Q4: 39,996 shares; 2026Q1: 79,992 shares 79,992 $3.42M 0.19% +39,996 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,289 shares; 2025Q1: 20,926 shares; 2025Q2: 20,667 shares; 2025Q3: 20,349 shares; 2025Q4: 20,224 shares; 2026Q1: 41,156 shares 41,156 $3.36M 0.19% +20,932 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: restricted; 2024Q4: 34,994 shares; 2025Q1: 34,644 shares; 2025Q2: 35,724 shares; 2025Q3: 38,479 shares; 2025Q4: 36,572 shares; 2026Q1: 72,044 shares 72,044 $3.31M 0.19% +35,472 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,390 shares; 2025Q1: 27,525 shares; 2025Q2: 29,300 shares; 2025Q3: 30,650 shares; 2025Q4: 32,006 shares; 2026Q1: 65,720 shares 65,720 $3.25M 0.18% +33,714 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: restricted; 2024Q4: 1,159 shares; 2025Q1: 1,173 shares; 2025Q2: 1,302 shares; 2025Q3: 1,542 shares; 2025Q4: 1,675 shares; 2026Q1: 3,524 shares 3,524 $3.24M 0.18% +1,849 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,864 shares 46,864 $3.21M 0.18% new Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,926 shares; 2025Q1: 15,925 shares; 2025Q2: 15,980 shares; 2025Q3: 15,961 shares; 2025Q4: 15,966 shares; 2026Q1: 31,910 shares 31,910 $3.17M 0.18% +15,944 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,617 shares; 2025Q1: 65,097 shares; 2025Q2: 64,256 shares; 2025Q3: 32,959 shares; 2025Q4: 33,838 shares; 2026Q1: 67,190 shares 67,190 $3.15M 0.18% +33,352 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: restricted; 2024Q4: 15,874 shares; 2025Q1: 15,450 shares; 2025Q2: 17,132 shares; 2025Q3: 26,852 shares; 2025Q4: 19,643 shares; 2026Q1: 41,092 shares 41,092 $3.13M 0.18% +21,449 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,733 shares; 2025Q1: 24,492 shares; 2025Q2: 30,803 shares; 2025Q3: 37,570 shares; 2025Q4: 27,152 shares; 2026Q1: 58,362 shares 58,362 $3.1M 0.17% +31,210 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: restricted; 2024Q4: 5,665 shares; 2025Q1: 5,616 shares; 2025Q2: 5,575 shares; 2025Q3: 5,711 shares; 2025Q4: 6,126 shares; 2026Q1: 11,572 shares 11,572 $3.09M 0.17% +5,446 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,100 shares; 2025Q3: 825 shares; 2025Q4: 6,380 shares; 2026Q1: 12,768 shares 12,768 $3.06M 0.17% +6,388 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,672 shares 9,672 $3.04M 0.17% new 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: restricted; 2024Q4: 32,158 shares; 2025Q1: 35,037 shares; 2025Q2: 35,937 shares; 2025Q3: 35,837 shares; 2025Q4: 34,987 shares; 2026Q1: 74,918 shares 74,918 $3M 0.17% +39,931 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,613 shares; 2025Q3: 21,243 shares; 2025Q4: 21,300 shares; 2026Q1: 32,564 shares 32,564 $2.99M 0.17% +11,264 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: restricted; 2024Q4: 26,933 shares; 2025Q1: 27,224 shares; 2025Q2: 26,006 shares; 2025Q3: 25,236 shares; 2025Q4: 22,101 shares; 2026Q1: 44,018 shares 44,018 $2.98M 0.17% +21,917 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: restricted; 2024Q4: 30,664 shares; 2025Q1: 30,814 shares; 2025Q2: 30,716 shares; 2025Q3: 30,623 shares; 2025Q4: 35,738 shares; 2026Q1: 72,088 shares 72,088 $2.95M 0.17% +36,350 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 90,982 shares; 2026Q1: 177,214 shares 177,214 $2.94M 0.17% +86,232 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,188 shares; 2025Q2: 2,196 shares; 2025Q3: 9,529 shares; 2025Q4: 9,820 shares; 2026Q1: 22,440 shares 22,440 $2.94M 0.17% +12,620 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: restricted; 2024Q4: 32,859 shares; 2025Q1: 32,661 shares; 2025Q2: 32,427 shares; 2025Q3: 32,372 shares; 2025Q4: 34,522 shares; 2026Q1: 67,864 shares 67,864 $2.93M 0.17% +33,342 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: restricted; 2024Q4: 38,706 shares; 2025Q1: 39,274 shares; 2025Q2: 42,620 shares; 2025Q3: 38,161 shares; 2025Q4: 25,629 shares; 2026Q1: 103,460 shares 103,460 $2.91M 0.16% +77,831 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,910 shares; 2025Q1: 20,200 shares; 2025Q2: 21,638 shares; 2025Q3: 23,706 shares; 2025Q4: 24,041 shares; 2026Q1: 52,356 shares 52,356 $2.89M 0.16% +28,315 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,990 shares; 2025Q1: 36,187 shares; 2025Q2: 38,127 shares; 2025Q3: 37,073 shares; 2025Q4: 36,243 shares; 2026Q1: 71,686 shares 71,686 $2.85M 0.16% +35,443 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: restricted; 2024Q4: 31,291 shares; 2025Q1: 31,101 shares; 2025Q2: 33,301 shares; 2025Q3: 32,916 shares; 2025Q4: 29,908 shares; 2026Q1: 62,566 shares 62,566 $2.79M 0.16% +32,658 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: restricted; 2024Q4: 4,382 shares; 2025Q1: 4,442 shares; 2025Q2: 4,463 shares; 2025Q3: 3,656 shares; 2025Q4: 1,950 shares; 2026Q1: 7,838 shares 7,838 $2.76M 0.16% +5,888 Timeline FFLC 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: restricted; 2024Q4: not reported; 2025Q1: 15,704 shares; 2025Q2: 19,228 shares; 2025Q3: 21,767 shares; 2025Q4: 25,659 shares; 2026Q1: 53,764 shares 53,764 $2.76M 0.16% +28,105 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: restricted; 2024Q4: 28,655 shares; 2025Q1: 28,670 shares; 2025Q2: 29,410 shares; 2025Q3: 29,392 shares; 2025Q4: 30,907 shares; 2026Q1: 64,464 shares 64,464 $2.74M 0.15% +33,557 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: restricted; 2024Q4: 3,466 shares; 2025Q1: 3,061 shares; 2025Q2: 3,076 shares; 2025Q3: 3,260 shares; 2025Q4: 3,034 shares; 2026Q1: 6,124 shares 6,124 $2.73M 0.15% +3,090 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,253 shares; 2026Q1: 11,058 shares 11,058 $2.73M 0.15% +2,805 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: restricted; 2024Q4: 22,564 shares; 2025Q1: 24,602 shares; 2025Q2: 26,782 shares; 2025Q3: 29,829 shares; 2025Q4: 32,479 shares; 2026Q1: 51,936 shares 51,936 $2.7M 0.15% +19,457 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 463 shares; 2025Q3: 3,248 shares; 2025Q4: 2,843 shares; 2026Q1: 5,842 shares 5,842 $2.69M 0.15% +2,999 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,364 shares; 2025Q1: 19,874 shares; 2025Q2: 20,797 shares; 2025Q3: 25,226 shares; 2025Q4: 29,277 shares; 2026Q1: 61,908 shares 61,908 $2.68M 0.15% +32,631 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,185 shares; 2025Q4: 13,353 shares; 2026Q1: 33,234 shares 33,234 $2.68M 0.15% +19,881 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: restricted; 2024Q4: 7,459 shares; 2025Q1: 7,734 shares; 2025Q2: 8,496 shares; 2025Q3: 7,584 shares; 2025Q4: 7,655 shares; 2026Q1: 18,194 shares 18,194 $2.63M 0.15% +10,539 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: restricted; 2024Q4: 34,063 shares; 2025Q1: 33,413 shares; 2025Q2: 36,332 shares; 2025Q3: 36,134 shares; 2025Q4: 33,231 shares; 2026Q1: 65,462 shares 65,462 $2.61M 0.15% +32,231 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,210 shares; 2025Q1: 53,138 shares; 2025Q2: 54,862 shares; 2025Q3: 42,229 shares; 2025Q4: 97,146 shares; 2026Q1: 225,876 shares 225,876 $2.61M 0.15% +128,730 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: restricted; 2024Q4: 14,314 shares; 2025Q1: 13,975 shares; 2025Q2: 14,703 shares; 2025Q3: 9,959 shares; 2025Q4: 9,933 shares; 2026Q1: 21,332 shares 21,332 $2.57M 0.14% +11,399 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,110 shares; 2026Q1: 20,996 shares 20,996 $2.54M 0.14% +15,886 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,206 shares; 2025Q1: 12,635 shares; 2025Q2: 13,635 shares; 2025Q3: 14,767 shares; 2025Q4: 16,338 shares; 2026Q1: 22,466 shares 22,466 $2.52M 0.14% +6,128 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: restricted; 2024Q4: 8,842 shares; 2025Q1: 8,374 shares; 2025Q2: 8,745 shares; 2025Q3: 8,756 shares; 2025Q4: 9,196 shares; 2026Q1: 19,276 shares 19,276 $2.52M 0.14% +10,080 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: restricted; 2024Q4: 7,474 shares; 2025Q1: 7,868 shares; 2025Q2: 8,552 shares; 2025Q3: 8,758 shares; 2025Q4: 9,408 shares; 2026Q1: 19,660 shares 19,660 $2.49M 0.14% +10,252 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: restricted; 2024Q4: 15,824 shares; 2025Q1: 16,218 shares; 2025Q2: 24,674 shares; 2025Q3: 23,394 shares; 2025Q4: 24,984 shares; 2026Q1: 53,902 shares 53,902 $2.48M 0.14% +28,918 Timeline UITB 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: restricted; 2024Q4: 31,118 shares; 2025Q1: 23,980 shares; 2025Q2: 26,620 shares; 2025Q3: 22,240 shares; 2025Q4: 24,496 shares; 2026Q1: 52,596 shares 52,596 $2.47M 0.14% +28,100 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: restricted; 2024Q4: 4,089 shares; 2025Q1: 4,487 shares; 2025Q2: 4,511 shares; 2025Q3: 4,397 shares; 2025Q4: 4,516 shares; 2026Q1: 10,138 shares 10,138 $2.46M 0.14% +5,622 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: restricted; 2024Q4: 13,326 shares; 2025Q1: 13,902 shares; 2025Q2: 15,077 shares; 2025Q3: 12,384 shares; 2025Q4: 8,250 shares; 2026Q1: 15,792 shares 15,792 $2.45M 0.14% +7,542 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,156 shares; 2025Q3: 24,116 shares; 2025Q4: 22,711 shares; 2026Q1: 48,742 shares 48,742 $2.44M 0.14% +26,031 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 157,460 shares; 2025Q1: 220,425 shares; 2025Q2: 170,953 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61,474 shares 61,474 $2.43M 0.14% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,561 shares; 2026Q1: 12,134 shares 12,134 $2.4M 0.14% +8,573 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: restricted; 2024Q4: 1,207 shares; 2025Q1: 1,366 shares; 2025Q2: 1,553 shares; 2025Q3: 1,639 shares; 2025Q4: 1,541 shares; 2026Q1: 3,410 shares 3,410 $2.38M 0.13% +1,869 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,011 shares; 2025Q1: 10,019 shares; 2025Q2: 10,087 shares; 2025Q3: 9,842 shares; 2025Q4: 9,860 shares; 2026Q1: 34,322 shares 34,322 $2.38M 0.13% +24,462 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: restricted; 2024Q4: 15,274 shares; 2025Q1: 16,870 shares; 2025Q2: 17,143 shares; 2025Q3: 21,205 shares; 2025Q4: 21,846 shares; 2026Q1: 49,106 shares 49,106 $2.37M 0.13% +27,260 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 757 shares; 2026Q1: 1,604 shares 1,604 $2.36M 0.13% +847 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,073 shares; 2025Q1: 2,124 shares; 2025Q2: 2,705 shares; 2025Q3: 2,410 shares; 2025Q4: 2,975 shares; 2026Q1: 6,168 shares 6,168 $2.34M 0.13% +3,193 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: restricted; 2024Q4: 13,558 shares; 2025Q1: 14,411 shares; 2025Q2: 14,418 shares; 2025Q3: 24,885 shares; 2025Q4: 24,657 shares; 2026Q1: 30,922 shares 30,922 $2.32M 0.13% +6,265 Timeline SIXP AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,452 shares; 2025Q3: 39,667 shares; 2025Q4: 39,547 shares; 2026Q1: 73,804 shares 73,804 $2.31M 0.13% +34,257 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,168 shares; 2025Q1: 19,799 shares; 2025Q2: 17,651 shares; 2025Q3: 17,283 shares; 2025Q4: 16,906 shares; 2026Q1: 33,038 shares 33,038 $2.29M 0.13% +16,132 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: restricted; 2024Q4: 28,363 shares; 2025Q1: 27,258 shares; 2025Q2: 28,608 shares; 2025Q3: 27,495 shares; 2025Q4: 27,345 shares; 2026Q1: 54,690 shares 54,690 $2.29M 0.13% +27,345 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,630 shares 55,630 $2.28M 0.13% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,049 shares; 2025Q4: 15,279 shares; 2026Q1: 31,452 shares 31,452 $2.26M 0.13% +16,173 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,658 shares; 2025Q1: 22,745 shares; 2025Q2: 23,195 shares; 2025Q3: 23,286 shares; 2025Q4: 23,234 shares; 2026Q1: 47,550 shares 47,550 $2.26M 0.13% +24,316 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: restricted; 2024Q4: 16,090 shares; 2025Q1: 16,540 shares; 2025Q2: 17,165 shares; 2025Q3: 13,117 shares; 2025Q4: 15,462 shares; 2026Q1: 31,208 shares 31,208 $2.24M 0.13% +15,746 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: restricted; 2024Q4: 9,969 shares; 2025Q1: 10,148 shares; 2025Q2: 6,338 shares; 2025Q3: 5,291 shares; 2025Q4: 5,514 shares; 2026Q1: 11,240 shares 11,240 $2.24M 0.13% +5,726 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: restricted; 2024Q4: 4,435 shares; 2025Q1: 3,718 shares; 2025Q2: 2,455 shares; 2025Q3: 2,450 shares; 2025Q4: 3,108 shares; 2026Q1: 5,180 shares 5,180 $2.23M 0.13% +2,072 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: restricted; 2024Q4: 26,555 shares; 2025Q1: 26,330 shares; 2025Q2: 26,030 shares; 2025Q3: 25,973 shares; 2025Q4: 26,227 shares; 2026Q1: 51,454 shares 51,454 $2.22M 0.13% +25,227 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: restricted; 2024Q4: 1,188 shares; 2025Q1: 1,250 shares; 2025Q2: 1,354 shares; 2025Q3: 1,046 shares; 2025Q4: 1,168 shares; 2026Q1: 2,248 shares 2,248 $2.16M 0.12% +1,080 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: restricted; 2024Q4: 8,401 shares; 2025Q1: 8,479 shares; 2025Q2: 8,229 shares; 2025Q3: 4,433 shares; 2025Q4: 8,696 shares; 2026Q1: 16,170 shares 16,170 $2.15M 0.12% +7,474 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: restricted; 2024Q4: 20,667 shares; 2025Q1: 18,891 shares; 2025Q2: 18,558 shares; 2025Q3: 18,005 shares; 2025Q4: 17,799 shares; 2026Q1: 33,946 shares 33,946 $2.12M 0.12% +16,147 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,434 shares; 2025Q4: 8,129 shares; 2026Q1: 16,700 shares 16,700 $2.11M 0.12% +8,571 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,461 shares; 2026Q1: 16,322 shares 16,322 $2.08M 0.12% +8,861 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,159 shares; 2025Q1: 3,155 shares; 2025Q2: 3,456 shares; 2025Q3: 3,592 shares; 2025Q4: 2,013 shares; 2026Q1: 10,424 shares 10,424 $2.06M 0.12% +8,411 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,121 shares; 2025Q1: 5,253 shares; 2025Q2: 5,756 shares; 2025Q3: 2,926 shares; 2025Q4: 3,515 shares; 2026Q1: 7,074 shares 7,074 $2.05M 0.12% +3,559 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,463 shares; 2026Q1: 5,244 shares 5,244 $2.05M 0.12% +2,781 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,225 shares; 2025Q2: 10,560 shares; 2025Q3: 18,155 shares; 2025Q4: 21,031 shares; 2026Q1: 43,098 shares 43,098 $2.01M 0.11% +22,067 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,416 shares; 2025Q4: 8,007 shares; 2026Q1: 19,180 shares 19,180 $2.01M 0.11% +11,173 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,531 shares; 2025Q1: 4,571 shares; 2025Q2: 4,607 shares; 2025Q3: 4,241 shares; 2025Q4: 4,941 shares; 2026Q1: 11,612 shares 11,612 $2M 0.11% +6,671 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: restricted; 2024Q4: 3,251 shares; 2025Q1: 3,186 shares; 2025Q2: 3,104 shares; 2025Q3: 3,250 shares; 2025Q4: 5,737 shares; 2026Q1: 6,324 shares 6,324 $1.97M 0.11% +587 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: restricted; 2024Q4: 18,839 shares; 2025Q1: 18,839 shares; 2025Q2: 18,839 shares; 2025Q3: 21,531 shares; 2025Q4: 21,531 shares; 2026Q1: 43,514 shares 43,514 $1.96M 0.11% +21,983 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 159,560 shares; 2025Q1: 152,180 shares; 2025Q2: 159,864 shares; 2025Q3: 144,384 shares; 2025Q4: 180,246 shares; 2026Q1: 390,092 shares 390,092 $1.96M 0.11% +209,846 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: restricted; 2024Q4: 24,209 shares; 2025Q1: 24,114 shares; 2025Q2: 25,347 shares; 2025Q3: 28,325 shares; 2025Q4: 28,325 shares; 2026Q1: 56,452 shares 56,452 $1.91M 0.11% +28,127 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: restricted; 2024Q4: 26,578 shares; 2025Q1: 24,948 shares; 2025Q2: 21,925 shares; 2025Q3: 14,384 shares; 2025Q4: 14,086 shares; 2026Q1: 35,304 shares 35,304 $1.91M 0.11% +21,218 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,495 shares; 2025Q3: 75,050 shares; 2025Q4: 73,361 shares; 2026Q1: 167,504 shares 167,504 $1.86M 0.1% +94,143 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: restricted; 2024Q4: 26,785 shares; 2025Q1: 27,368 shares; 2025Q2: 25,614 shares; 2025Q3: 27,928 shares; 2025Q4: 28,802 shares; 2026Q1: 60,116 shares 60,116 $1.83M 0.1% +31,314 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: restricted; 2024Q4: 3,290 shares; 2025Q1: 4,463 shares; 2025Q2: 2,689 shares; 2025Q3: 2,837 shares; 2025Q4: 2,700 shares; 2026Q1: 5,426 shares 5,426 $1.83M 0.1% +2,726 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: restricted; 2024Q4: 3,168 shares; 2025Q1: 3,164 shares; 2025Q2: 3,611 shares; 2025Q3: 3,509 shares; 2025Q4: 3,574 shares; 2026Q1: 7,454 shares 7,454 $1.81M 0.1% +3,880 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,854 shares; 2025Q4: 1,946 shares; 2026Q1: 4,166 shares 4,166 $1.8M 0.1% +2,220 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 81,736 shares; 2025Q1: 72,281 shares; 2025Q2: 65,124 shares; 2025Q3: 54,566 shares; 2025Q4: 52,814 shares; 2026Q1: 104,770 shares 104,770 $1.8M 0.1% +51,956 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: restricted; 2024Q4: 27,760 shares; 2025Q1: 26,415 shares; 2025Q2: 27,187 shares; 2025Q3: 14,106 shares; 2025Q4: 14,397 shares; 2026Q1: 13,746 shares 13,746 $1.77M 0.1% -651 Timeline JIVE 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,578 shares 20,578 $1.76M 0.1% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,199 shares; 2025Q1: 1,313 shares; 2025Q2: 1,389 shares; 2025Q3: 1,083 shares; 2025Q4: 1,040 shares; 2026Q1: 6,294 shares 6,294 $1.76M 0.1% +5,254 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,952 shares; 2025Q4: 7,445 shares; 2026Q1: 24,608 shares 24,608 $1.74M 0.1% +17,163 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,414 shares; 2025Q1: 53,442 shares; 2025Q2: 78,252 shares; 2025Q3: 70,684 shares; 2025Q4: 60,129 shares; 2026Q1: 123,460 shares 123,460 $1.73M 0.1% +63,331 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,475 shares; 2025Q3: 8,931 shares; 2025Q4: 8,816 shares; 2026Q1: 18,438 shares 18,438 $1.73M 0.1% +9,622 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: restricted; 2024Q4: 3,523 shares; 2025Q1: 3,405 shares; 2025Q2: 3,271 shares; 2025Q3: 2,635 shares; 2025Q4: 3,126 shares; 2026Q1: 4,796 shares 4,796 $1.72M 0.1% +1,670 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: restricted; 2024Q4: 34,234 shares; 2025Q1: 28,503 shares; 2025Q2: 30,024 shares; 2025Q3: 9,095 shares; 2025Q4: 8,832 shares; 2026Q1: 18,778 shares 18,778 $1.7M 0.1% +9,946 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: restricted; 2024Q4: 5,344 shares; 2025Q1: 5,355 shares; 2025Q2: 4,812 shares; 2025Q3: 4,808 shares; 2025Q4: 4,846 shares; 2026Q1: 9,978 shares 9,978 $1.64M 0.09% +5,132 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: restricted; 2024Q4: 39,364 shares; 2025Q1: 25,665 shares; 2025Q2: 26,650 shares; 2025Q3: 22,537 shares; 2025Q4: 57,680 shares; 2026Q1: 56,646 shares 56,646 $1.64M 0.09% -1,034 Timeline IPKW 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,350 shares; 2025Q3: 11,825 shares; 2025Q4: 13,675 shares; 2026Q1: 29,050 shares 29,050 $1.63M 0.09% +15,375 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: restricted; 2024Q4: 5,364 shares; 2025Q1: 5,274 shares; 2025Q2: 5,274 shares; 2025Q3: 5,295 shares; 2025Q4: 5,248 shares; 2026Q1: 10,522 shares 10,522 $1.63M 0.09% +5,274 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,737 shares; 2025Q1: 11,965 shares; 2025Q2: 11,652 shares; 2025Q3: 12,982 shares; 2025Q4: 12,641 shares; 2026Q1: 28,816 shares 28,816 $1.63M 0.09% +16,175 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,677 shares; 2025Q1: 8,532 shares; 2025Q2: 9,902 shares; 2025Q3: 10,620 shares; 2025Q4: 15,530 shares; 2026Q1: 32,844 shares 32,844 $1.6M 0.09% +17,314 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: restricted; 2024Q4: 5,540 shares; 2025Q1: 5,147 shares; 2025Q2: 5,405 shares; 2025Q3: 5,620 shares; 2025Q4: 5,800 shares; 2026Q1: 11,320 shares 11,320 $1.6M 0.09% +5,520 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,292 shares; 2025Q1: 14,361 shares; 2025Q2: 16,649 shares; 2025Q3: 23,532 shares; 2025Q4: 24,151 shares; 2026Q1: 50,722 shares 50,722 $1.6M 0.09% +26,571 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,097 shares; 2025Q1: 23,467 shares; 2025Q2: 26,846 shares; 2025Q3: 24,192 shares; 2025Q4: 26,233 shares; 2026Q1: 58,098 shares 58,098 $1.6M 0.09% +31,865 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: restricted; 2024Q4: 6,628 shares; 2025Q1: 8,191 shares; 2025Q2: 8,826 shares; 2025Q3: 7,553 shares; 2025Q4: 24,516 shares; 2026Q1: 20,380 shares 20,380 $1.58M 0.09% -4,136 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: restricted; 2024Q4: 2,897 shares; 2025Q1: 3,287 shares; 2025Q2: 3,514 shares; 2025Q3: 3,970 shares; 2025Q4: 4,030 shares; 2026Q1: 6,962 shares 6,962 $1.57M 0.09% +2,932 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,155 shares; 2025Q1: 5,163 shares; 2025Q2: 5,743 shares; 2025Q3: 6,048 shares; 2025Q4: 6,629 shares; 2026Q1: 13,572 shares 13,572 $1.56M 0.09% +6,943 Timeline CWS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,993 shares; 2025Q1: 11,993 shares; 2025Q2: 11,993 shares; 2025Q3: 11,993 shares; 2025Q4: 11,993 shares; 2026Q1: 23,986 shares 23,986 $1.55M 0.09% +11,993 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,380 shares; 2025Q1: 4,749 shares; 2025Q2: 5,615 shares; 2025Q3: 5,604 shares; 2025Q4: 6,828 shares; 2026Q1: 18,926 shares 18,926 $1.54M 0.09% +12,098 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,538 shares; 2025Q1: 14,194 shares; 2025Q2: 14,409 shares; 2025Q3: 13,587 shares; 2025Q4: 15,681 shares; 2026Q1: 34,064 shares 34,064 $1.53M 0.09% +18,383 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,730 shares; 2025Q3: 26,143 shares; 2025Q4: 20,607 shares; 2026Q1: 52,600 shares 52,600 $1.52M 0.09% +31,993 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,120 shares; 2025Q1: 3,612 shares; 2025Q2: 3,620 shares; 2025Q3: 3,637 shares; 2025Q4: 3,649 shares; 2026Q1: 7,326 shares 7,326 $1.51M 0.09% +3,677 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,389 shares; 2025Q1: 9,359 shares; 2025Q2: 9,978 shares; 2025Q3: 10,257 shares; 2025Q4: not reported; 2026Q1: 20,540 shares 20,540 $1.5M 0.08% 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: restricted; 2024Q4: 2,675 shares; 2025Q1: 2,924 shares; 2025Q2: 3,138 shares; 2025Q3: 3,367 shares; 2025Q4: 683 shares; 2026Q1: 6,142 shares 6,142 $1.49M 0.08% +5,459 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,118 shares; 2025Q1: 6,432 shares; 2025Q2: 6,874 shares; 2025Q3: 7,137 shares; 2025Q4: 11,222 shares; 2026Q1: 31,484 shares 31,484 $1.48M 0.08% +20,262 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: restricted; 2024Q4: 1,334 shares; 2025Q1: 1,425 shares; 2025Q2: 1,460 shares; 2025Q3: 868 shares; 2025Q4: 873 shares; 2026Q1: 1,738 shares 1,738 $1.47M 0.08% +865 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,510 shares; 2025Q1: 3,593 shares; 2025Q2: 4,031 shares; 2025Q3: 4,380 shares; 2025Q4: 5,753 shares; 2026Q1: 10,114 shares 10,114 $1.47M 0.08% +4,361 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,140 shares; 2025Q4: 2,978 shares; 2026Q1: 8,662 shares 8,662 $1.46M 0.08% +5,684 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,146 shares; 2025Q1: 3,798 shares; 2025Q2: 3,828 shares; 2025Q3: 2,535 shares; 2025Q4: 2,080 shares; 2026Q1: 4,454 shares 4,454 $1.46M 0.08% +2,374 Timeline GCOR 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: restricted; 2024Q4: 10,611 shares; 2025Q1: 11,189 shares; 2025Q2: 16,800 shares; 2025Q3: 17,334 shares; 2025Q4: 17,671 shares; 2026Q1: 35,342 shares 35,342 $1.46M 0.08% +17,671 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: restricted; 2024Q4: 3,518 shares; 2025Q1: 3,729 shares; 2025Q2: 5,312 shares; 2025Q3: 3,691 shares; 2025Q4: 3,343 shares; 2026Q1: 5,318 shares 5,318 $1.44M 0.08% +1,975 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,953 shares; 2026Q1: 19,538 shares 19,538 $1.42M 0.08% +10,585 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,581 shares; 2025Q1: 7,587 shares; 2025Q2: 7,677 shares; 2025Q3: 7,676 shares; 2025Q4: 7,625 shares; 2026Q1: 14,594 shares 14,594 $1.42M 0.08% +6,969 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,277 shares; 2025Q1: 18,912 shares; 2025Q2: 18,155 shares; 2025Q3: 17,219 shares; 2025Q4: 17,166 shares; 2026Q1: 39,588 shares 39,588 $1.41M 0.08% +22,422 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: restricted; 2024Q4: 17,893 shares; 2025Q1: 17,928 shares; 2025Q2: 17,972 shares; 2025Q3: 18,012 shares; 2025Q4: 18,012 shares; 2026Q1: 36,024 shares 36,024 $1.4M 0.08% +18,012 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,564 shares 19,564 $1.4M 0.08% new Timeline FIVA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,587 shares; 2025Q4: 17,693 shares; 2026Q1: 39,760 shares 39,760 $1.38M 0.08% +22,067 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,393 shares; 2025Q1: 10,706 shares; 2025Q2: 8,536 shares; 2025Q3: 12,713 shares; 2025Q4: 13,779 shares; 2026Q1: 14,824 shares 14,824 $1.37M 0.08% +1,045 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,398 shares; 2025Q1: 2,511 shares; 2025Q2: 2,645 shares; 2025Q3: 2,641 shares; 2025Q4: 2,365 shares; 2026Q1: 5,276 shares 5,276 $1.36M 0.08% +2,911 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,122 shares; 2025Q1: 5,195 shares; 2025Q2: 5,517 shares; 2025Q3: 5,460 shares; 2025Q4: 6,076 shares; 2026Q1: 12,776 shares 12,776 $1.35M 0.08% +6,700 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,096 shares; 2025Q4: 13,220 shares; 2026Q1: 27,706 shares 27,706 $1.34M 0.08% +14,486 Timeline EWZ 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: restricted; 2024Q4: not reported; 2025Q1: 8,316 shares; 2025Q2: 14,410 shares; 2025Q3: 19,646 shares; 2025Q4: 20,069 shares; 2026Q1: 34,810 shares 34,810 $1.34M 0.08% +14,741 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: restricted; 2024Q4: 1,374 shares; 2025Q1: 2,892 shares; 2025Q2: 2,850 shares; 2025Q3: 3,575 shares; 2025Q4: 3,610 shares; 2026Q1: 4,180 shares 4,180 $1.33M 0.08% +570 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: restricted; 2024Q4: 18,478 shares; 2025Q1: 12,876 shares; 2025Q2: 13,866 shares; 2025Q3: 3,295 shares; 2025Q4: 4,377 shares; 2026Q1: 17,040 shares 17,040 $1.31M 0.07% +12,663 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: restricted; 2024Q4: 4,178 shares; 2025Q1: 3,975 shares; 2025Q2: 3,980 shares; 2025Q3: 3,928 shares; 2025Q4: 3,954 shares; 2026Q1: 8,224 shares 8,224 $1.31M 0.07% +4,270 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: restricted; 2024Q4: 20,342 shares; 2025Q1: 16,229 shares; 2025Q2: 21,211 shares; 2025Q3: 17,096 shares; 2025Q4: 18,216 shares; 2026Q1: 38,698 shares 38,698 $1.31M 0.07% +20,482 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,460 shares; 2026Q1: 3,268 shares 3,268 $1.3M 0.07% +1,808 Timeline GSUS 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: restricted; 2024Q4: 4,412 shares; 2025Q1: 7,475 shares; 2025Q2: 7,025 shares; 2025Q3: 7,506 shares; 2025Q4: 7,145 shares; 2026Q1: 14,286 shares 14,286 $1.28M 0.07% +7,141 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: restricted; 2024Q4: 1,363 shares; 2025Q1: 921 shares; 2025Q2: 901 shares; 2025Q3: 989 shares; 2025Q4: 1,000 shares; 2026Q1: 2,098 shares 2,098 $1.27M 0.07% +1,098 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,046 shares; 2026Q1: 17,548 shares 17,548 $1.25M 0.07% +9,502 Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,115 shares; 2025Q3: 62,779 shares; 2025Q4: 60,861 shares; 2026Q1: 119,390 shares 119,390 $1.25M 0.07% +58,529 Timeline HTAB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 78,480 shares; 2025Q1: 57,501 shares; 2025Q2: 37,287 shares; 2025Q3: 47,118 shares; 2025Q4: 48,618 shares; 2026Q1: 64,372 shares 64,372 $1.22M 0.07% +15,754 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,561 shares; 2025Q3: 2,479 shares; 2025Q4: 2,479 shares; 2026Q1: 3,030 shares 3,030 $1.21M 0.07% +551 Timeline CIB GRUPO CIBEST SA More: the full row for GRUPO CIBEST SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,302 shares; 2025Q3: 8,279 shares; 2025Q4: 8,229 shares; 2026Q1: 16,572 shares 16,572 $1.21M 0.07% +8,343 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,044 shares 4,044 $1.2M 0.07% new Timeline SIXJ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,362 shares; 2025Q4: 10,362 shares; 2026Q1: 35,480 shares 35,480 $1.19M 0.07% +25,118 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,800 shares; 2025Q1: 11,150 shares; 2025Q2: 11,150 shares; 2025Q3: 11,191 shares; 2025Q4: 11,150 shares; 2026Q1: 22,300 shares 22,300 $1.17M 0.07% +11,150 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,410 shares; 2025Q1: 15,123 shares; 2025Q2: 14,741 shares; 2025Q3: 15,939 shares; 2025Q4: 15,252 shares; 2026Q1: 18,402 shares 18,402 $1.15M 0.07% +3,150 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: restricted; 2024Q4: 1,081 shares; 2025Q1: 1,675 shares; 2025Q2: 1,849 shares; 2025Q3: 1,878 shares; 2025Q4: 1,652 shares; 2026Q1: 3,214 shares 3,214 $1.15M 0.06% +1,562 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,924 shares 56,924 $1.14M 0.06% new Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 824 shares; 2026Q1: 5,744 shares 5,744 $1.13M 0.06% +4,920 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: restricted; 2024Q4: 17,658 shares; 2025Q1: 10,561 shares; 2025Q2: 10,727 shares; 2025Q3: 2,910 shares; 2025Q4: 2,240 shares; 2026Q1: 10,012 shares 10,012 $1.12M 0.06% +7,772 Timeline SIXD AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,893 shares; 2025Q3: 14,893 shares; 2025Q4: 18,373 shares; 2026Q1: 39,148 shares 39,148 $1.11M 0.06% +20,775 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,359 shares; 2025Q1: 3,894 shares; 2025Q2: 4,981 shares; 2025Q3: 4,881 shares; 2025Q4: 4,748 shares; 2026Q1: 10,408 shares 10,408 $1.1M 0.06% +5,660 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: restricted; 2024Q4: 8,674 shares; 2025Q1: 8,887 shares; 2025Q2: 9,187 shares; 2025Q3: 4,736 shares; 2025Q4: 10,017 shares; 2026Q1: 17,644 shares 17,644 $1.08M 0.06% +7,627 Timeline BANK OF AMER CORP 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 453 shares; 2026Q1: 906 shares 906 $1.08M 0.06% +453 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: restricted; 2024Q4: 8,514 shares; 2025Q1: 8,179 shares; 2025Q2: 8,051 shares; 2025Q3: 7,927 shares; 2025Q4: 7,930 shares; 2026Q1: 15,296 shares 15,296 $1.07M 0.06% +7,366 Timeline WELLS FARGO & CO 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 461 shares; 2026Q1: 922 shares 922 $1.06M 0.06% +461 CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,140 shares; 2025Q1: 7,867 shares; 2025Q2: 7,901 shares; 2025Q3: 7,783 shares; 2025Q4: 7,381 shares; 2026Q1: 14,804 shares 14,804 $1.06M 0.06% +7,423 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,162 shares; 2025Q1: 4,022 shares; 2025Q2: 4,531 shares; 2025Q3: 4,947 shares; 2025Q4: 5,813 shares; 2026Q1: 9,374 shares 9,374 $1.06M 0.06% +3,561 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,893 shares; 2025Q1: 9,821 shares; 2025Q2: 10,371 shares; 2025Q3: 10,271 shares; 2025Q4: 10,017 shares; 2026Q1: 20,122 shares 20,122 $1.06M 0.06% +10,105 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,782 shares; 2025Q3: 16,323 shares; 2025Q4: 16,066 shares; 2026Q1: 66,332 shares 66,332 $1.05M 0.06% +50,266 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,020 shares; 2025Q4: 1,487 shares; 2026Q1: 3,424 shares 3,424 $1.04M 0.06% +1,937 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: restricted; 2024Q4: 2,058 shares; 2025Q1: 2,054 shares; 2025Q2: 1,778 shares; 2025Q3: 1,639 shares; 2025Q4: 1,832 shares; 2026Q1: 5,384 shares 5,384 $1.03M 0.06% +3,552 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,076 shares; 2025Q1: 5,334 shares; 2025Q2: 5,157 shares; 2025Q3: 5,000 shares; 2025Q4: 5,051 shares; 2026Q1: 10,552 shares 10,552 $1.03M 0.06% +5,501 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,398 shares 39,398 $1.03M 0.06% new 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: restricted; 2024Q4: 2,247 shares; 2025Q1: 1,649 shares; 2025Q2: 1,649 shares; 2025Q3: 1,791 shares; 2025Q4: 1,804 shares; 2026Q1: 3,388 shares 3,388 $1.02M 0.06% +1,584 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: restricted; 2024Q4: 15,270 shares; 2025Q1: 9,741 shares; 2025Q2: 9,691 shares; 2025Q3: 8,567 shares; 2025Q4: 9,612 shares; 2026Q1: 20,630 shares 20,630 $1M 0.06% +11,018 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,630 shares; 2026Q1: 36,850 shares 36,850 $995K 0.06% +25,220 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,636 shares 50,636 $973K 0.05% new Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,429 shares; 2025Q1: 1,549 shares; 2025Q2: 1,684 shares; 2025Q3: 1,879 shares; 2025Q4: 2,508 shares; 2026Q1: 3,894 shares 3,894 $967K 0.05% +1,386 Timeline VCRB 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,980 shares; 2025Q4: 6,151 shares; 2026Q1: 12,426 shares 12,426 $962K 0.05% +6,275 Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,269 shares; 2025Q1: 13,318 shares; 2025Q2: 15,830 shares; 2025Q3: 16,268 shares; 2025Q4: 23,317 shares; 2026Q1: 37,000 shares 37,000 $945K 0.05% +13,683 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,420 shares 15,420 $943K 0.05% new Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,585 shares; 2025Q1: 27,103 shares; 2025Q2: 29,244 shares; 2025Q3: 42,463 shares; 2025Q4: 27,066 shares; 2026Q1: 55,488 shares 55,488 $943K 0.05% +28,422 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: restricted; 2024Q4: 2,995 shares; 2025Q1: 2,632 shares; 2025Q2: 3,584 shares; 2025Q3: 4,563 shares; 2025Q4: 4,607 shares; 2026Q1: 9,306 shares 9,306 $937K 0.05% +4,699 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: restricted; 2024Q4: 7,254 shares; 2025Q1: 8,204 shares; 2025Q2: 8,774 shares; 2025Q3: 8,047 shares; 2025Q4: 4,286 shares; 2026Q1: 8,184 shares 8,184 $928K 0.05% +3,898 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: restricted; 2024Q4: 16,343 shares; 2025Q1: 11,629 shares; 2025Q2: 13,868 shares; 2025Q3: 12,803 shares; 2025Q4: 11,898 shares; 2026Q1: 23,224 shares 23,224 $922K 0.05% +11,326 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,257 shares; 2025Q1: 5,258 shares; 2025Q2: 4,709 shares; 2025Q3: 4,640 shares; 2025Q4: 4,641 shares; 2026Q1: 9,286 shares 9,286 $897K 0.05% +4,645 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 999 shares; 2025Q1: 999 shares; 2025Q2: 999 shares; 2025Q3: 999 shares; 2025Q4: 996 shares; 2026Q1: 2,008 shares 2,008 $892K 0.05% +1,012 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 158 shares; 2026Q1: 506 shares 506 $875K 0.05% +348 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,602 shares 23,602 $874K 0.05% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,093 shares; 2025Q2: 2,130 shares; 2025Q3: 2,088 shares; 2025Q4: 3,816 shares; 2026Q1: 7,710 shares 7,710 $873K 0.05% +3,894 Timeline GJUL 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,560 shares; 2025Q4: 10,960 shares; 2026Q1: 21,320 shares 21,320 $869K 0.05% +10,360 Timeline CFA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,006 shares; 2025Q1: 4,675 shares; 2025Q2: 4,675 shares; 2025Q3: 4,675 shares; 2025Q4: 4,830 shares; 2026Q1: 9,460 shares 9,460 $865K 0.05% +4,630 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,271 shares; 2025Q1: 3,984 shares; 2025Q2: 3,813 shares; 2025Q3: 3,765 shares; 2025Q4: 3,782 shares; 2026Q1: 7,128 shares 7,128 $864K 0.05% +3,346 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,506 shares; 2025Q4: 3,661 shares; 2026Q1: 7,722 shares 7,722 $858K 0.05% +4,061 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,448 shares; 2026Q1: 18,730 shares 18,730 $854K 0.05% +9,282 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,415 shares; 2025Q4: 5,945 shares; 2026Q1: 17,198 shares 17,198 $853K 0.05% +11,253 Timeline PAAA 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,460 shares 16,460 $842K 0.05% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,056 shares; 2025Q1: 3,328 shares; 2025Q2: 4,205 shares; 2025Q3: 2,169 shares; 2025Q4: 2,172 shares; 2026Q1: 4,258 shares 4,258 $838K 0.05% +2,086 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: restricted; 2024Q4: 3,778 shares; 2025Q1: 3,955 shares; 2025Q2: 3,958 shares; 2025Q3: 3,261 shares; 2025Q4: 3,271 shares; 2026Q1: 7,546 shares 7,546 $828K 0.05% +4,275 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,357 shares; 2026Q1: 24,738 shares 24,738 $828K 0.05% +17,381 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,232 shares 51,232 $823K 0.05% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,843 shares; 2025Q1: 1,808 shares; 2025Q2: 1,866 shares; 2025Q3: 1,871 shares; 2025Q4: 3,098 shares; 2026Q1: 6,066 shares 6,066 $820K 0.05% +2,968 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,287 shares; 2025Q1: 24,151 shares; 2025Q2: 24,865 shares; 2025Q3: 6,979 shares; 2025Q4: 9,308 shares; 2026Q1: 24,444 shares 24,444 $816K 0.05% +15,136 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: restricted; 2024Q4: 13,567 shares; 2025Q1: 13,884 shares; 2025Q2: 14,290 shares; 2025Q3: 9,842 shares; 2025Q4: 9,725 shares; 2026Q1: 19,846 shares 19,846 $815K 0.05% +10,121 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: restricted; 2024Q4: 5,249 shares; 2025Q1: 5,236 shares; 2025Q2: 3,838 shares; 2025Q3: 3,833 shares; 2025Q4: 3,871 shares; 2026Q1: 7,652 shares 7,652 $812K 0.05% +3,781 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,513 shares; 2025Q1: not reported; 2025Q2: 24,032 shares; 2025Q3: not reported; 2025Q4: 21,412 shares; 2026Q1: 56,180 shares 56,180 $801K 0.05% +34,768 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: restricted; 2024Q4: 2,715 shares; 2025Q1: 2,515 shares; 2025Q2: 2,675 shares; 2025Q3: 2,680 shares; 2025Q4: 2,714 shares; 2026Q1: 5,274 shares 5,274 $798K 0.05% +2,560 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: restricted; 2024Q4: 7,090 shares; 2025Q1: 7,242 shares; 2025Q2: 8,295 shares; 2025Q3: 8,292 shares; 2025Q4: 8,009 shares; 2026Q1: 16,704 shares 16,704 $794K 0.04% +8,695 Timeline VYGR VOYAGER THERAPEUTICS INC More: the full row for VOYAGER THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 112,198 shares; 2025Q1: 110,098 shares; 2025Q2: 121,098 shares; 2025Q3: 117,284 shares; 2025Q4: 102,716 shares; 2026Q1: 205,732 shares 205,732 $794K 0.04% +103,016 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,340 shares; 2025Q2: 4,413 shares; 2025Q3: 6,022 shares; 2025Q4: 6,970 shares; 2026Q1: 15,996 shares 15,996 $790K 0.04% +9,026 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: restricted; 2024Q4: 7,782 shares; 2025Q1: 7,782 shares; 2025Q2: 7,782 shares; 2025Q3: 7,782 shares; 2025Q4: 7,782 shares; 2026Q1: 15,564 shares 15,564 $788K 0.04% +7,782 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: restricted; 2024Q4: 3,610 shares; 2025Q1: 3,339 shares; 2025Q2: 3,691 shares; 2025Q3: 3,687 shares; 2025Q4: 3,687 shares; 2026Q1: 7,374 shares 7,374 $785K 0.04% +3,687 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,218 shares; 2025Q1: 8,794 shares; 2025Q2: 9,667 shares; 2025Q3: not reported; 2025Q4: 5,991 shares; 2026Q1: 10,502 shares 10,502 $782K 0.04% +4,511 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 435 shares; 2025Q1: 436 shares; 2025Q2: 431 shares; 2025Q3: 431 shares; 2025Q4: 407 shares; 2026Q1: 872 shares 872 $781K 0.04% +465 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: restricted; 2024Q4: not reported; 2025Q1: 2,701 shares; 2025Q2: 2,602 shares; 2025Q3: 2,607 shares; 2025Q4: 2,443 shares; 2026Q1: 5,474 shares 5,474 $780K 0.04% +3,031 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: restricted; 2024Q4: 685 shares; 2025Q1: 686 shares; 2025Q2: 717 shares; 2025Q3: 745 shares; 2025Q4: 1,143 shares; 2026Q1: 2,360 shares 2,360 $776K 0.04% +1,217 Timeline CRK COMSTOCK RES INC More: the full row for COMSTOCK RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,882 shares; 2026Q1: 36,762 shares 36,762 $775K 0.04% +16,880 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: restricted; 2024Q4: 8,240 shares; 2025Q1: 16,544 shares; 2025Q2: 4,859 shares; 2025Q3: not reported; 2025Q4: 8,094 shares; 2026Q1: 16,096 shares 16,096 $773K 0.04% +8,002 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: restricted; 2024Q4: 3,403 shares; 2025Q1: 3,396 shares; 2025Q2: 3,415 shares; 2025Q3: 3,464 shares; 2025Q4: 3,483 shares; 2026Q1: 6,996 shares 6,996 $772K 0.04% +3,513 Timeline RTACU RENATUS TACTICAL ACQUIS More: the full row for RENATUS TACTICAL ACQUIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,090 shares; 2025Q3: 28,840 shares; 2025Q4: 31,542 shares; 2026Q1: 73,034 shares 73,034 $766K 0.04% +41,492 Timeline SIXZ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,133 shares; 2026Q1: 26,266 shares 26,266 $762K 0.04% +13,133 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: restricted; 2024Q4: 4,569 shares; 2025Q1: 4,246 shares; 2025Q2: 4,480 shares; 2025Q3: 4,217 shares; 2025Q4: 3,829 shares; 2026Q1: 7,824 shares 7,824 $761K 0.04% +3,995 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,917 shares; 2025Q1: 3,029 shares; 2025Q2: 2,979 shares; 2025Q3: 2,986 shares; 2025Q4: 2,905 shares; 2026Q1: 6,572 shares 6,572 $756K 0.04% +3,667 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,903 shares; 2026Q1: 9,364 shares 9,364 $754K 0.04% +461 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: restricted; 2024Q4: 692 shares; 2025Q1: 881 shares; 2025Q2: 810 shares; 2025Q3: 805 shares; 2025Q4: 812 shares; 2026Q1: 1,768 shares 1,768 $754K 0.04% +956 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,589 shares; 2025Q1: 7,954 shares; 2025Q2: 8,070 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,474 shares 20,474 $752K 0.04% new 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: restricted; 2024Q4: 15,613 shares; 2025Q1: 13,994 shares; 2025Q2: 13,446 shares; 2025Q3: 13,999 shares; 2025Q4: 16,153 shares; 2026Q1: 32,484 shares 32,484 $752K 0.04% +16,331 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,433 shares; 2025Q1: 13,122 shares; 2025Q2: 21,893 shares; 2025Q3: 10,357 shares; 2025Q4: 10,329 shares; 2026Q1: 25,358 shares 25,358 $750K 0.04% +15,029 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,332 shares; 2025Q1: 4,995 shares; 2025Q2: 4,856 shares; 2025Q3: 5,635 shares; 2025Q4: 5,684 shares; 2026Q1: 11,458 shares 11,458 $744K 0.04% +5,774 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,290 shares; 2025Q1: 7,528 shares; 2025Q2: 7,954 shares; 2025Q3: 8,153 shares; 2025Q4: 8,659 shares; 2026Q1: 6,410 shares 6,410 $742K 0.04% -2,249 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,043 shares; 2025Q3: 1,471 shares; 2025Q4: 1,586 shares; 2026Q1: 3,416 shares 3,416 $742K 0.04% +1,830 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: restricted; 2024Q4: 3,386 shares; 2025Q1: 3,653 shares; 2025Q2: 3,181 shares; 2025Q3: 3,655 shares; 2025Q4: 3,518 shares; 2026Q1: 7,670 shares 7,670 $742K 0.04% +4,152 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: restricted; 2024Q4: 13,849 shares; 2025Q1: 14,248 shares; 2025Q2: 15,292 shares; 2025Q3: 1,326 shares; 2025Q4: 1,171 shares; 2026Q1: 2,194 shares 2,194 $741K 0.04% +1,023 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,356 shares; 2025Q3: 7,185 shares; 2025Q4: 6,835 shares; 2026Q1: 13,392 shares 13,392 $741K 0.04% +6,557 Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,001 shares; 2025Q3: 3,001 shares; 2025Q4: 2,984 shares; 2026Q1: 6,560 shares 6,560 $737K 0.04% +3,576 Timeline KOID KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,670 shares; 2025Q4: 11,770 shares; 2026Q1: 23,540 shares 23,540 $734K 0.04% +11,770 Timeline CSANY COSAN S A More: the full row for COSAN S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 82,075 shares; 2026Q1: 176,680 shares 176,680 $728K 0.04% +94,605 Timeline TAXX 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,308 shares 14,308 $723K 0.04% new Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,855 shares; 2025Q2: 11,645 shares; 2025Q3: 11,645 shares; 2025Q4: 11,645 shares; 2026Q1: 21,590 shares 21,590 $721K 0.04% +9,945 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: restricted; 2024Q4: 1,575 shares; 2025Q1: 1,672 shares; 2025Q2: 1,722 shares; 2025Q3: 1,579 shares; 2025Q4: 1,590 shares; 2026Q1: 3,530 shares 3,530 $717K 0.04% +1,940 Timeline PCMM 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,440 shares 14,440 $710K 0.04% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,614 shares; 2025Q1: 11,814 shares; 2025Q2: 11,835 shares; 2025Q3: 11,809 shares; 2025Q4: 11,641 shares; 2026Q1: 12,036 shares 12,036 $707K 0.04% +395 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,145 shares; 2025Q2: 1,441 shares; 2025Q3: 1,804 shares; 2025Q4: not reported; 2026Q1: 2,532 shares 2,532 $706K 0.04% new Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,181 shares; 2025Q4: 7,848 shares; 2026Q1: 15,096 shares 15,096 $706K 0.04% +7,248 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,880 shares 13,880 $700K 0.04% new Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,524 shares; 2025Q1: 9,169 shares; 2025Q2: 8,271 shares; 2025Q3: 8,119 shares; 2025Q4: 7,995 shares; 2026Q1: 15,772 shares 15,772 $688K 0.04% +7,777 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,625 shares; 2025Q1: 6,898 shares; 2025Q2: 6,308 shares; 2025Q3: 6,190 shares; 2025Q4: 6,247 shares; 2026Q1: 12,124 shares 12,124 $683K 0.04% +5,877 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: restricted; 2024Q4: 2,364 shares; 2025Q1: 2,347 shares; 2025Q2: 2,379 shares; 2025Q3: 2,400 shares; 2025Q4: 3,173 shares; 2026Q1: 6,624 shares 6,624 $680K 0.04% +3,451 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: restricted; 2024Q4: 2,073 shares; 2025Q1: 2,078 shares; 2025Q2: 2,084 shares; 2025Q3: 1,553 shares; 2025Q4: 1,570 shares; 2026Q1: 2,868 shares 2,868 $678K 0.04% +1,298 Timeline ASM AVINO SILVER & GOLD MINES LT More: the full row for AVINO SILVER & GOLD MINES LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,065 shares; 2026Q1: 106,678 shares 106,678 $674K 0.04% +82,613 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,262 shares 3,262 $673K 0.04% new Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,641 shares; 2025Q1: 4,658 shares; 2025Q2: 4,718 shares; 2025Q3: 4,638 shares; 2025Q4: 4,552 shares; 2026Q1: 9,182 shares 9,182 $671K 0.04% +4,630 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,637 shares; 2026Q1: 7,354 shares 7,354 $669K 0.04% +3,717 Timeline SEIE SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49,536 shares; 2025Q1: 48,706 shares; 2025Q2: 11,260 shares; 2025Q3: 10,899 shares; 2025Q4: 10,681 shares; 2026Q1: 20,394 shares 20,394 $665K 0.04% +9,713 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,237 shares; 2025Q4: 4,707 shares; 2026Q1: 13,758 shares 13,758 $664K 0.04% +9,051 Timeline KSPI KASPI KZ JSC More: the full row for KASPI KZ JSC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,897 shares; 2026Q1: 8,954 shares 8,954 $663K 0.04% +5,057 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: restricted; 2024Q4: 4,490 shares; 2025Q1: 5,783 shares; 2025Q2: 6,492 shares; 2025Q3: 4,462 shares; 2025Q4: 1,433 shares; 2026Q1: 2,236 shares 2,236 $655K 0.04% +803 Timeline EC ECOPETROL S A More: the full row for ECOPETROL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,780 shares; 2025Q3: 21,180 shares; 2025Q4: 21,730 shares; 2026Q1: 42,960 shares 42,960 $644K 0.04% +21,230 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: restricted; 2024Q4: 11,742 shares; 2025Q1: 12,119 shares; 2025Q2: 9,104 shares; 2025Q3: 8,885 shares; 2025Q4: 8,901 shares; 2026Q1: 22,098 shares 22,098 $643K 0.04% +13,197 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: restricted; 2024Q4: 4,873 shares; 2025Q1: 4,264 shares; 2025Q2: 4,798 shares; 2025Q3: 4,615 shares; 2025Q4: 5,642 shares; 2026Q1: 5,084 shares 5,084 $638K 0.04% -558 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,893 shares; 2025Q1: 7,521 shares; 2025Q2: 7,151 shares; 2025Q3: 6,929 shares; 2025Q4: 6,886 shares; 2026Q1: 13,536 shares 13,536 $637K 0.04% +6,650 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,063 shares; 2025Q1: 2,080 shares; 2025Q2: 3,556 shares; 2025Q3: 3,117 shares; 2025Q4: 1,815 shares; 2026Q1: 3,486 shares 3,486 $636K 0.04% +1,671 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: restricted; 2024Q4: 2,001 shares; 2025Q1: 2,091 shares; 2025Q2: 2,206 shares; 2025Q3: 1,630 shares; 2025Q4: 1,652 shares; 2026Q1: 3,424 shares 3,424 $624K 0.04% +1,772 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,539 shares; 2025Q3: 3,366 shares; 2025Q4: 3,370 shares; 2026Q1: 7,966 shares 7,966 $623K 0.04% +4,596 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: restricted; 2024Q4: 5,584 shares; 2025Q1: 6,635 shares; 2025Q2: 7,858 shares; 2025Q3: 8,606 shares; 2025Q4: 3,111 shares; 2026Q1: 6,268 shares 6,268 $617K 0.03% +3,157 Timeline GLO CLOUGH GLOBAL OPPORTUNITIES More: the full row for CLOUGH GLOBAL OPPORTUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,089 shares; 2025Q1: 20,089 shares; 2025Q2: 20,089 shares; 2025Q3: 20,089 shares; 2025Q4: 20,089 shares; 2026Q1: 110,204 shares 110,204 $614K 0.03% +90,115 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: restricted; 2024Q4: 1,872 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,772 shares; 2025Q4: 9,596 shares; 2026Q1: 4,920 shares 4,920 $604K 0.03% -4,676 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,900 shares; 2025Q1: 6,900 shares; 2025Q2: 6,900 shares; 2025Q3: 6,900 shares; 2025Q4: 6,900 shares; 2026Q1: 13,800 shares 13,800 $603K 0.03% +6,900 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,156 shares 6,156 $594K 0.03% new Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,942 shares; 2025Q1: 20,474 shares; 2025Q2: 12,973 shares; 2025Q3: 12,944 shares; 2025Q4: 13,722 shares; 2026Q1: 24,462 shares 24,462 $594K 0.03% +10,740 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: restricted; 2024Q4: 7,824 shares; 2025Q1: 7,366 shares; 2025Q2: 7,124 shares; 2025Q3: 4,376 shares; 2025Q4: 4,315 shares; 2026Q1: 8,630 shares 8,630 $586K 0.03% +4,315 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,202 shares; 2025Q1: 9,719 shares; 2025Q2: 10,197 shares; 2025Q3: 3,762 shares; 2025Q4: not reported; 2026Q1: 12,326 shares 12,326 $584K 0.03% new Timeline CEE THE CENTRAL AND EASTERN EU I More: the full row for THE CENTRAL AND EASTERN EU I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 13,525 shares; 2025Q2: 19,425 shares; 2025Q3: 18,975 shares; 2025Q4: 18,975 shares; 2026Q1: 31,768 shares 31,768 $581K 0.03% +12,793 Timeline APRT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,810 shares; 2025Q3: 6,810 shares; 2025Q4: 6,810 shares; 2026Q1: 13,620 shares 13,620 $579K 0.03% +6,810 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: restricted; 2024Q4: 2,954 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,730 shares; 2025Q4: 5,729 shares; 2026Q1: 7,272 shares 7,272 $579K 0.03% +1,543 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: restricted; 2024Q4: 14,777 shares; 2025Q1: 14,820 shares; 2025Q2: 14,890 shares; 2025Q3: 6,762 shares; 2025Q4: 6,762 shares; 2026Q1: 13,524 shares 13,524 $571K 0.03% +6,762 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,470 shares 1,470 $571K 0.03% new Timeline JRI NUVEEN REAL ASSET INCOME & G More: the full row for NUVEEN REAL ASSET INCOME & G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,534 shares; 2025Q1: 22,865 shares; 2025Q2: 23,383 shares; 2025Q3: 22,963 shares; 2025Q4: 22,916 shares; 2026Q1: 46,256 shares 46,256 $569K 0.03% +23,340 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: restricted; 2024Q4: 43,081 shares; 2025Q1: 28,452 shares; 2025Q2: 28,569 shares; 2025Q3: 25,310 shares; 2025Q4: 6,150 shares; 2026Q1: 12,786 shares 12,786 $564K 0.03% +6,636 Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,325 shares; 2026Q1: 14,650 shares 14,650 $564K 0.03% +7,325 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,832 shares; 2025Q3: 3,413 shares; 2025Q4: 2,436 shares; 2026Q1: 7,458 shares 7,458 $561K 0.03% +5,022 Timeline APRW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,310 shares; 2025Q3: 15,310 shares; 2025Q4: 7,919 shares; 2026Q1: 15,838 shares 15,838 $560K 0.03% +7,919 Timeline GGAL GRUPO FINANCIERO GALICIA S.A More: the full row for GRUPO FINANCIERO GALICIA S.A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,992 shares 11,992 $560K 0.03% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,965 shares; 2025Q4: 14,453 shares; 2026Q1: 29,006 shares 29,006 $560K 0.03% +14,553 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 603 shares; 2026Q1: 1,286 shares 1,286 $558K 0.03% +683 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,722 shares; 2025Q1: 14,304 shares; 2025Q2: 14,108 shares; 2025Q3: 17,018 shares; 2025Q4: 17,061 shares; 2026Q1: 32,552 shares 32,552 $557K 0.03% +15,491 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: restricted; 2024Q4: not reported; 2025Q1: 6,894 shares; 2025Q2: 4,070 shares; 2025Q3: 2,552 shares; 2025Q4: 2,552 shares; 2026Q1: 5,104 shares 5,104 $554K 0.03% +2,552 Timeline ARLU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,324 shares; 2025Q1: 32,342 shares; 2025Q2: 13,810 shares; 2025Q3: 8,589 shares; 2025Q4: 9,749 shares; 2026Q1: 19,132 shares 19,132 $549K 0.03% +9,383 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: restricted; 2024Q4: 3,993 shares; 2025Q1: 4,108 shares; 2025Q2: 4,285 shares; 2025Q3: 3,588 shares; 2025Q4: 1,400 shares; 2026Q1: 2,806 shares 2,806 $545K 0.03% +1,406 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,002 shares 4,002 $542K 0.03% new 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: restricted; 2024Q4: 6,982 shares; 2025Q1: 5,819 shares; 2025Q2: 6,120 shares; 2025Q3: 6,117 shares; 2025Q4: 6,113 shares; 2026Q1: 12,226 shares 12,226 $542K 0.03% +6,113 Timeline OCTT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,386 shares; 2025Q2: 6,386 shares; 2025Q3: 6,386 shares; 2025Q4: 6,386 shares; 2026Q1: 12,772 shares 12,772 $541K 0.03% +6,386 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,593 shares; 2025Q1: 1,469 shares; 2025Q2: 1,249 shares; 2025Q3: 1,209 shares; 2025Q4: 2,446 shares; 2026Q1: 4,944 shares 4,944 $539K 0.03% +2,498 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,771 shares; 2025Q1: 8,460 shares; 2025Q2: 6,461 shares; 2025Q3: 5,532 shares; 2025Q4: 4,872 shares; 2026Q1: 9,662 shares 9,662 $533K 0.03% +4,790 Timeline ERO ERO COPPER CORP More: the full row for ERO COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,960 shares 19,960 $532K 0.03% new Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,106 shares; 2025Q1: 19,530 shares; 2025Q2: 20,059 shares; 2025Q3: 23,690 shares; 2025Q4: 23,857 shares; 2026Q1: 48,306 shares 48,306 $532K 0.03% +24,449 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,488 shares 21,488 $532K 0.03% new Timeline WBI WATERBRIDGE INFRASTRUCTURE L More: the full row for WATERBRIDGE INFRASTRUCTURE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,850 shares 19,850 $532K 0.03% new 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: restricted; 2024Q4: not reported; 2025Q1: 9,230 shares; 2025Q2: 17,185 shares; 2025Q3: 38,695 shares; 2025Q4: 46,458 shares; 2026Q1: 9,686 shares 9,686 $528K 0.03% -36,772 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,480 shares; 2025Q4: 11,418 shares; 2026Q1: 22,954 shares 22,954 $527K 0.03% +11,536 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,454 shares 5,454 $526K 0.03% new 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: restricted; 2024Q4: 389 shares; 2025Q1: not reported; 2025Q2: 542 shares; 2025Q3: 456 shares; 2025Q4: 470 shares; 2026Q1: 1,064 shares 1,064 $523K 0.03% +594 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,440 shares; 2026Q1: 5,020 shares 5,020 $521K 0.03% +2,580 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,285 shares; 2025Q1: 33,290 shares; 2025Q2: 32,639 shares; 2025Q3: 34,608 shares; 2025Q4: 34,485 shares; 2026Q1: 68,970 shares 68,970 $520K 0.03% +34,485 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: restricted; 2024Q4: not reported; 2025Q1: 3,951 shares; 2025Q2: 4,108 shares; 2025Q3: 4,846 shares; 2025Q4: 5,080 shares; 2026Q1: 9,876 shares 9,876 $519K 0.03% +4,796 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,001 shares; 2025Q4: 2,001 shares; 2026Q1: 3,802 shares 3,802 $519K 0.03% +1,801 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,895 shares; 2025Q1: 3,795 shares; 2025Q2: 3,837 shares; 2025Q3: 3,833 shares; 2025Q4: 3,832 shares; 2026Q1: 7,296 shares 7,296 $518K 0.03% +3,464 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,588 shares 2,588 $511K 0.03% new Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,354 shares 3,354 $507K 0.03% new 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: restricted; 2024Q4: not reported; 2025Q1: 9,416 shares; 2025Q2: 7,366 shares; 2025Q3: 7,366 shares; 2025Q4: 6,189 shares; 2026Q1: 11,744 shares 11,744 $507K 0.03% +5,555 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,790 shares 1,790 $504K 0.03% new Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58,100 shares; 2025Q1: 88,363 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,834 shares 34,834 $503K 0.03% new 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: restricted; 2024Q4: not reported; 2025Q1: 7,489 shares; 2025Q2: 7,218 shares; 2025Q3: 7,072 shares; 2025Q4: 7,072 shares; 2026Q1: 14,144 shares 14,144 $503K 0.03% +7,072 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: restricted; 2024Q4: 4,975 shares; 2025Q1: 5,303 shares; 2025Q2: 5,090 shares; 2025Q3: not reported; 2025Q4: 4,107 shares; 2026Q1: 8,184 shares 8,184 $496K 0.03% +4,077 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: restricted; 2024Q4: 712 shares; 2025Q1: 702 shares; 2025Q2: 696 shares; 2025Q3: 574 shares; 2025Q4: 568 shares; 2026Q1: 1,190 shares 1,190 $496K 0.03% +622 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,665 shares; 2025Q2: 1,693 shares; 2025Q3: 1,676 shares; 2025Q4: 1,678 shares; 2026Q1: 3,388 shares 3,388 $495K 0.03% +1,710 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,680 shares; 2026Q1: 3,852 shares 3,852 $494K 0.03% +2,172 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: restricted; 2024Q4: 2,542 shares; 2025Q1: 2,836 shares; 2025Q2: 2,445 shares; 2025Q3: 1,340 shares; 2025Q4: 1,313 shares; 2026Q1: 2,514 shares 2,514 $493K 0.03% +1,201 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: restricted; 2024Q4: 38,308 shares; 2025Q1: 38,313 shares; 2025Q2: 38,329 shares; 2025Q3: 7,105 shares; 2025Q4: 7,105 shares; 2026Q1: 14,210 shares 14,210 $491K 0.03% +7,105 Timeline HROW HARROW INC More: the full row for HARROW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,700 shares; 2026Q1: 13,900 shares 13,900 $490K 0.03% +6,200 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,604 shares 3,604 $490K 0.03% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,721 shares; 2025Q1: 3,734 shares; 2025Q2: 3,752 shares; 2025Q3: 3,081 shares; 2025Q4: 3,384 shares; 2026Q1: 6,870 shares 6,870 $486K 0.03% +3,486 Timeline QALT SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,982 shares; 2025Q4: 10,909 shares; 2026Q1: 19,150 shares 19,150 $484K 0.03% +8,241 Timeline UVV UNIVERSAL CORP VA MTNS BK EN More: the full row for UNIVERSAL CORP VA MTNS BK EN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,700 shares; 2025Q4: not reported; 2026Q1: 9,182 shares 9,182 $484K 0.03% new Timeline NVBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,226 shares; 2026Q1: 14,452 shares 14,452 $481K 0.03% +7,226 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,350 shares; 2025Q1: 4,593 shares; 2025Q2: 4,719 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,628 shares 3,628 $480K 0.03% new Timeline TJUL 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: restricted; 2024Q4: 7,300 shares; 2025Q1: 7,300 shares; 2025Q2: 7,300 shares; 2025Q3: 8,400 shares; 2025Q4: 8,400 shares; 2026Q1: 16,200 shares 16,200 $476K 0.03% +7,800 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,058 shares; 2025Q1: 22,000 shares; 2025Q2: 9,067 shares; 2025Q3: 6,000 shares; 2025Q4: 5,350 shares; 2026Q1: 10,500 shares 10,500 $471K 0.03% +5,150 Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,650 shares; 2025Q1: 16,650 shares; 2025Q2: 16,650 shares; 2025Q3: 16,650 shares; 2025Q4: 16,650 shares; 2026Q1: 33,300 shares 33,300 $471K 0.03% +16,650 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: restricted; 2024Q4: 3,699 shares; 2025Q1: 4,720 shares; 2025Q2: 5,437 shares; 2025Q3: 5,807 shares; 2025Q4: 5,961 shares; 2026Q1: 5,004 shares 5,004 $470K 0.03% -957 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,223 shares; 2025Q1: 13,500 shares; 2025Q2: 12,821 shares; 2025Q3: 12,391 shares; 2025Q4: 12,477 shares; 2026Q1: 26,034 shares 26,034 $469K 0.03% +13,557 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,455 shares; 2025Q1: 6,674 shares; 2025Q2: 7,616 shares; 2025Q3: 4,242 shares; 2025Q4: not reported; 2026Q1: 8,380 shares 8,380 $468K 0.03% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,585 shares; 2025Q1: 10,767 shares; 2025Q2: 10,735 shares; 2025Q3: not reported; 2025Q4: 7,520 shares; 2026Q1: 12,284 shares 12,284 $465K 0.03% +4,764 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: restricted; 2024Q4: 9,754 shares; 2025Q1: 10,163 shares; 2025Q2: 10,321 shares; 2025Q3: not reported; 2025Q4: 5,227 shares; 2026Q1: 10,202 shares 10,202 $464K 0.03% +4,975 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,116 shares; 2025Q1: 2,461 shares; 2025Q2: 2,521 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,114 shares 5,114 $462K 0.03% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,672 shares 1,672 $460K 0.03% new Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,950 shares 13,950 $456K 0.03% new Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,963 shares; 2025Q1: 2,957 shares; 2025Q2: 2,876 shares; 2025Q3: 2,869 shares; 2025Q4: 2,868 shares; 2026Q1: 5,746 shares 5,746 $456K 0.03% +2,878 Timeline TDVI 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,675 shares; 2025Q4: 7,599 shares; 2026Q1: 17,130 shares 17,130 $455K 0.03% +9,531 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: restricted; 2024Q4: 4,725 shares; 2025Q1: 5,088 shares; 2025Q2: 5,724 shares; 2025Q3: 4,434 shares; 2025Q4: 4,051 shares; 2026Q1: 7,610 shares 7,610 $453K 0.03% +3,559 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,427 shares; 2025Q2: 6,427 shares; 2025Q3: 6,984 shares; 2025Q4: 6,637 shares; 2026Q1: 13,138 shares 13,138 $452K 0.03% +6,501 Timeline PGY PAGAYA TECHNOLOGIES LTD More: the full row for PAGAYA TECHNOLOGIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,802 shares 38,802 $452K 0.03% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,485 shares; 2025Q1: 35,445 shares; 2025Q2: 40,396 shares; 2025Q3: 27,016 shares; 2025Q4: 3,559 shares; 2026Q1: 4,964 shares 4,964 $452K 0.03% +1,405 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,166 shares 1,166 $447K 0.03% new Timeline OCTU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,888 shares; 2025Q3: 7,888 shares; 2025Q4: 7,923 shares; 2026Q1: 15,846 shares 15,846 $437K 0.02% +7,923 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: restricted; 2024Q4: 7,702 shares; 2025Q1: 7,115 shares; 2025Q2: 7,254 shares; 2025Q3: not reported; 2025Q4: 5,069 shares; 2026Q1: 10,864 shares 10,864 $437K 0.02% +5,795 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,437 shares; 2025Q2: 4,646 shares; 2025Q3: 4,586 shares; 2025Q4: 4,558 shares; 2026Q1: 7,134 shares 7,134 $431K 0.02% +2,576 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,275 shares; 2025Q3: 2,273 shares; 2025Q4: 2,287 shares; 2026Q1: 4,668 shares 4,668 $431K 0.02% +2,381 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: restricted; 2024Q4: 2,635 shares; 2025Q1: 2,485 shares; 2025Q2: 3,085 shares; 2025Q3: 3,085 shares; 2025Q4: 3,224 shares; 2026Q1: 5,140 shares 5,140 $424K 0.02% +1,916 Timeline SIXF AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,460 shares 13,460 $423K 0.02% new Timeline BNDC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,970 shares 18,970 $422K 0.02% new Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,548 shares 8,548 $419K 0.02% new Timeline BBUS 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,786 shares; 2025Q4: 1,786 shares; 2026Q1: 3,572 shares 3,572 $419K 0.02% +1,786 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,305 shares; 2025Q1: not reported; 2025Q2: 3,862 shares; 2025Q3: 3,762 shares; 2025Q4: 3,615 shares; 2026Q1: 7,202 shares 7,202 $416K 0.02% +3,587 Timeline VTWO 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,105 shares; 2025Q4: 2,098 shares; 2026Q1: 4,150 shares 4,150 $416K 0.02% +2,052 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,691 shares; 2025Q3: 1,691 shares; 2025Q4: 1,650 shares; 2026Q1: 3,294 shares 3,294 $412K 0.02% +1,644 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,278 shares; 2025Q1: 10,278 shares; 2025Q2: 10,278 shares; 2025Q3: 10,278 shares; 2025Q4: 10,278 shares; 2026Q1: 20,556 shares 20,556 $410K 0.02% +10,278 Timeline SPBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,536 shares; 2025Q4: 7,536 shares; 2026Q1: 15,072 shares 15,072 $410K 0.02% +7,536 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,778 shares 1,778 $409K 0.02% new 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: restricted; 2024Q4: not reported; 2025Q1: 4,236 shares; 2025Q2: 4,264 shares; 2025Q3: 4,299 shares; 2025Q4: 4,299 shares; 2026Q1: 8,532 shares 8,532 $409K 0.02% +4,233 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,514 shares 9,514 $404K 0.02% new Timeline EVLV EVOLV TECHNOLOGIES HLDNGS IN More: the full row for EVOLV TECHNOLOGIES HLDNGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,753 shares; 2025Q4: 17,628 shares; 2026Q1: 66,556 shares 66,556 $403K 0.02% +48,928 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: restricted; 2024Q4: not reported; 2025Q1: 4,221 shares; 2025Q2: 3,941 shares; 2025Q3: 3,915 shares; 2025Q4: 3,960 shares; 2026Q1: 7,998 shares 7,998 $395K 0.02% +4,038 Timeline PSFD 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,800 shares 10,800 $394K 0.02% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,428 shares; 2026Q1: 6,348 shares 6,348 $392K 0.02% -3,080 Timeline NDMO NUVEEN DYNAMIC MUN OPPORTUNI More: the full row for NUVEEN DYNAMIC MUN OPPORTUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,678 shares; 2025Q1: 20,040 shares; 2025Q2: 21,797 shares; 2025Q3: 22,362 shares; 2025Q4: 18,897 shares; 2026Q1: 38,052 shares 38,052 $392K 0.02% +19,155 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: restricted; 2024Q4: 19,118 shares; 2025Q1: 19,784 shares; 2025Q2: 21,403 shares; 2025Q3: 9,021 shares; 2025Q4: 9,390 shares; 2026Q1: 4,356 shares 4,356 $390K 0.02% -5,034 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,640 shares; 2025Q1: not reported; 2025Q2: 1,893 shares; 2025Q3: 1,993 shares; 2025Q4: 2,013 shares; 2026Q1: 4,218 shares 4,218 $390K 0.02% +2,205 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 791 shares; 2026Q1: 708 shares 708 $389K 0.02% -83 Timeline XHB 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: restricted; 2024Q4: 2,510 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,960 shares; 2025Q4: 1,960 shares; 2026Q1: 3,920 shares 3,920 $387K 0.02% +1,960 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,700 shares 40,700 $386K 0.02% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,982 shares; 2025Q2: 1,982 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,640 shares 2,640 $385K 0.02% new Timeline