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: 638 shares; 2024Q4: 617 shares; 2025Q1: 576 shares; 2025Q2: 629 shares; 2025Q3: 665 shares; 2025Q4: 630 shares; 2026Q1: 673 shares 673 $603K 0.03% +43 Timeline EJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,905 shares; 2025Q3: 19,631 shares; 2025Q4: 19,941 shares; 2026Q1: 19,825 shares 19,825 $592K 0.03% -116 Timeline FLSP 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: 18,865 shares; 2024Q4: 25,991 shares; 2025Q1: 32,789 shares; 2025Q2: 51,271 shares; 2025Q3: 58,362 shares; 2025Q4: 60,371 shares; 2026Q1: 21,772 shares 21,772 $592K 0.03% -38,599 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,034 shares; 2025Q3: 9,778 shares; 2025Q4: 13,719 shares; 2026Q1: 20,542 shares 20,542 $591K 0.03% +6,823 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: 19,163 shares; 2024Q4: 9,200 shares; 2025Q1: 19,360 shares; 2025Q2: 22,691 shares; 2025Q3: 19,520 shares; 2025Q4: 6,630 shares; 2026Q1: 14,378 shares 14,378 $590K 0.03% +7,748 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: 3,835 shares; 2024Q4: 3,892 shares; 2025Q1: 4,103 shares; 2025Q2: 4,540 shares; 2025Q3: 4,556 shares; 2025Q4: 3,253 shares; 2026Q1: 4,497 shares 4,497 $589K 0.03% +1,244 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,783 shares; 2024Q4: 10,939 shares; 2025Q1: 10,343 shares; 2025Q2: 6,259 shares; 2025Q3: 22,378 shares; 2025Q4: 21,530 shares; 2026Q1: 8,205 shares 8,205 $586K 0.03% -13,325 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,248 shares 3,248 $585K 0.03% new Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,368 shares; 2025Q3: 7,351 shares; 2025Q4: 3,355 shares; 2026Q1: 4,050 shares 4,050 $579K 0.03% +695 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: 6,438 shares; 2024Q4: 6,530 shares; 2025Q1: 6,809 shares; 2025Q2: 9,538 shares; 2025Q3: 11,079 shares; 2025Q4: 8,159 shares; 2026Q1: 8,767 shares 8,767 $579K 0.03% +608 Timeline VCLT 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: 9,367 shares; 2024Q4: 9,401 shares; 2025Q1: 9,059 shares; 2025Q2: 8,242 shares; 2025Q3: 7,874 shares; 2025Q4: 7,679 shares; 2026Q1: 7,739 shares 7,739 $578K 0.03% +60 Timeline AUGT 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: 38,624 shares; 2024Q4: 7,049 shares; 2025Q1: 7,049 shares; 2025Q2: 7,049 shares; 2025Q3: 18,494 shares; 2025Q4: 16,494 shares; 2026Q1: 16,494 shares 16,494 $575K 0.03% 0 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,558 shares; 2024Q4: 34,146 shares; 2025Q1: 36,036 shares; 2025Q2: 39,698 shares; 2025Q3: 39,384 shares; 2025Q4: 22,286 shares; 2026Q1: 8,410 shares 8,410 $573K 0.03% -13,876 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: 1,567 shares; 2024Q4: 848 shares; 2025Q1: 679 shares; 2025Q2: 602 shares; 2025Q3: 638 shares; 2025Q4: 537 shares; 2026Q1: 1,318 shares 1,318 $572K 0.03% +781 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,351 shares; 2024Q4: 3,349 shares; 2025Q1: 3,349 shares; 2025Q2: not reported; 2025Q3: 4,357 shares; 2025Q4: 4,275 shares; 2026Q1: 3,901 shares 3,901 $569K 0.03% -374 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,979 shares; 2025Q3: 1,940 shares; 2025Q4: 1,934 shares; 2026Q1: 2,298 shares 2,298 $568K 0.03% +364 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,829 shares; 2024Q4: 13,649 shares; 2025Q1: 15,919 shares; 2025Q2: not reported; 2025Q3: 15,179 shares; 2025Q4: 24,721 shares; 2026Q1: 26,212 shares 26,212 $563K 0.03% +1,491 Timeline JULW 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: 10,987 shares; 2024Q4: 10,987 shares; 2025Q1: 10,987 shares; 2025Q2: 11,287 shares; 2025Q3: 14,503 shares; 2025Q4: 14,503 shares; 2026Q1: 14,503 shares 14,503 $563K 0.03% 0 Timeline CAFX PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,020 shares; 2025Q1: 21,980 shares; 2025Q2: 21,980 shares; 2025Q3: 22,119 shares; 2025Q4: 22,352 shares; 2026Q1: 22,563 shares 22,563 $560K 0.03% +211 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: 4,779 shares; 2024Q4: 3,795 shares; 2025Q1: 19,330 shares; 2025Q2: not reported; 2025Q3: 6,670 shares; 2025Q4: 5,800 shares; 2026Q1: 5,058 shares 5,058 $558K 0.03% -742 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,496 shares; 2024Q4: 39,550 shares; 2025Q1: 35,709 shares; 2025Q2: 34,049 shares; 2025Q3: 32,933 shares; 2025Q4: 31,024 shares; 2026Q1: 25,765 shares 25,765 $552K 0.03% -5,259 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: 2,526 shares; 2024Q4: 2,471 shares; 2025Q1: 4,652 shares; 2025Q2: 4,854 shares; 2025Q3: 7,383 shares; 2025Q4: 6,454 shares; 2026Q1: 5,678 shares 5,678 $552K 0.03% -776 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,457 shares; 2024Q4: 5,496 shares; 2025Q1: 5,592 shares; 2025Q2: not reported; 2025Q3: 6,735 shares; 2025Q4: 4,957 shares; 2026Q1: 5,634 shares 5,634 $547K 0.03% +677 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,703 shares; 2026Q1: 1,687 shares 1,687 $543K 0.03% -16 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: 3,582 shares; 2024Q4: 3,993 shares; 2025Q1: 4,314 shares; 2025Q2: 5,789 shares; 2025Q3: 6,405 shares; 2025Q4: 4,284 shares; 2026Q1: 4,132 shares 4,132 $532K 0.03% -152 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,219 shares; 2025Q3: 15,832 shares; 2025Q4: 15,807 shares; 2026Q1: 13,733 shares 13,733 $531K 0.03% -2,074 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,061 shares; 2024Q4: 4,009 shares; 2025Q1: 3,945 shares; 2025Q2: 5,844 shares; 2025Q3: 6,264 shares; 2025Q4: 3,617 shares; 2026Q1: 3,799 shares 3,799 $529K 0.03% +182 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: 4,935 shares; 2024Q4: 5,070 shares; 2025Q1: 4,875 shares; 2025Q2: 5,554 shares; 2025Q3: 4,735 shares; 2025Q4: 5,384 shares; 2026Q1: 3,743 shares 3,743 $529K 0.03% -1,641 Timeline COM DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,726 shares 15,726 $528K 0.03% new Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,763 shares; 2024Q4: 27,952 shares; 2025Q1: 32,189 shares; 2025Q2: 124,289 shares; 2025Q3: 126,084 shares; 2025Q4: 27,769 shares; 2026Q1: 23,509 shares 23,509 $526K 0.03% -4,260 Timeline FMUB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,314 shares 10,314 $522K 0.03% new Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,366 shares; 2024Q4: 11,299 shares; 2025Q1: 15,157 shares; 2025Q2: 12,849 shares; 2025Q3: 12,822 shares; 2025Q4: 12,131 shares; 2026Q1: 11,216 shares 11,216 $522K 0.03% -915 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,806 shares; 2026Q1: 5,342 shares 5,342 $520K 0.03% +536 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,768 shares; 2024Q4: 51,508 shares; 2025Q1: 97,991 shares; 2025Q2: 49,697 shares; 2025Q3: 48,284 shares; 2025Q4: 11,633 shares; 2026Q1: 12,228 shares 12,228 $520K 0.03% +595 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,927 shares; 2024Q4: 7,191 shares; 2025Q1: 6,968 shares; 2025Q2: 6,603 shares; 2025Q3: 6,340 shares; 2025Q4: 6,171 shares; 2026Q1: 6,090 shares 6,090 $519K 0.03% -81 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: 22,453 shares; 2024Q4: 21,771 shares; 2025Q1: 20,028 shares; 2025Q2: 19,547 shares; 2025Q3: 21,886 shares; 2025Q4: 17,191 shares; 2026Q1: 18,390 shares 18,390 $516K 0.03% +1,199 Timeline EJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,191 shares; 2025Q3: 10,375 shares; 2025Q4: 8,872 shares; 2026Q1: 15,164 shares 15,164 $515K 0.03% +6,292 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,122 shares; 2026Q1: 13,177 shares 13,177 $512K 0.02% +55 Timeline FNDA 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: 8,485 shares; 2024Q4: 13,696 shares; 2025Q1: 15,679 shares; 2025Q2: not reported; 2025Q3: 16,038 shares; 2025Q4: 14,965 shares; 2026Q1: 15,754 shares 15,754 $511K 0.02% +789 Timeline FDN 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: 46,156 shares; 2024Q4: 48,491 shares; 2025Q1: 14,104 shares; 2025Q2: 4,832 shares; 2025Q3: 3,991 shares; 2025Q4: 2,699 shares; 2026Q1: 2,181 shares 2,181 $510K 0.02% -518 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,886 shares; 2024Q4: 4,069 shares; 2025Q1: 3,872 shares; 2025Q2: 3,960 shares; 2025Q3: 3,789 shares; 2025Q4: 4,205 shares; 2026Q1: 4,207 shares 4,207 $508K 0.02% +2 Timeline CPNJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,995 shares; 2025Q3: 18,995 shares; 2025Q4: 18,995 shares; 2026Q1: 18,795 shares 18,795 $508K 0.02% -200 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,193 shares; 2024Q4: 6,193 shares; 2025Q1: 5,903 shares; 2025Q2: 5,201 shares; 2025Q3: 5,202 shares; 2025Q4: 4,715 shares; 2026Q1: 4,716 shares 4,716 $508K 0.02% +1 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,152 shares; 2024Q4: 38,487 shares; 2025Q1: 43,374 shares; 2025Q2: 74,151 shares; 2025Q3: 75,644 shares; 2025Q4: 39,917 shares; 2026Q1: 16,710 shares 16,710 $502K 0.02% -23,207 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,552 shares; 2024Q4: 2,470 shares; 2025Q1: 2,943 shares; 2025Q2: not reported; 2025Q3: 4,211 shares; 2025Q4: 2,643 shares; 2026Q1: 2,704 shares 2,704 $498K 0.02% +61 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,924 shares; 2025Q1: 2,293 shares; 2025Q2: 4,179 shares; 2025Q3: 4,371 shares; 2025Q4: 2,423 shares; 2026Q1: 2,467 shares 2,467 $493K 0.02% +44 Timeline III INFORMATION SVCS GROUP INC More: the full row for INFORMATION SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 111,700 shares; 2026Q1: 127,926 shares 127,926 $491K 0.02% +16,226 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,211 shares; 2024Q4: 9,408 shares; 2025Q1: 9,584 shares; 2025Q2: not reported; 2025Q3: 9,229 shares; 2025Q4: 7,302 shares; 2026Q1: 7,776 shares 7,776 $489K 0.02% +474 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,457 shares; 2024Q4: 22,261 shares; 2025Q1: 17,057 shares; 2025Q2: 11,543 shares; 2025Q3: 8,042 shares; 2025Q4: 5,629 shares; 2026Q1: 5,150 shares 5,150 $482K 0.02% -479 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,293 shares; 2024Q4: 35,004 shares; 2025Q1: 22,591 shares; 2025Q2: 12,071 shares; 2025Q3: 12,060 shares; 2025Q4: 11,586 shares; 2026Q1: 10,647 shares 10,647 $482K 0.02% -939 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,558 shares; 2024Q4: 15,412 shares; 2025Q1: 14,854 shares; 2025Q2: 16,965 shares; 2025Q3: 16,990 shares; 2025Q4: 16,422 shares; 2026Q1: 6,841 shares 6,841 $481K 0.02% -9,581 Timeline FNDF 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: 7,621 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,441 shares; 2025Q4: 6,858 shares; 2026Q1: 9,805 shares 9,805 $480K 0.02% +2,947 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,759 shares 1,759 $476K 0.02% new Timeline JPLD 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: 9,118 shares; 2024Q4: 9,118 shares; 2025Q1: 9,118 shares; 2025Q2: 9,118 shares; 2025Q3: 9,118 shares; 2025Q4: 9,118 shares; 2026Q1: 9,118 shares 9,118 $476K 0.02% 0 Timeline SAR SARATOGA INVT CORP More: the full row for SARATOGA INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,449 shares; 2024Q4: 22,074 shares; 2025Q1: 21,905 shares; 2025Q2: 21,911 shares; 2025Q3: 21,917 shares; 2025Q4: 21,697 shares; 2026Q1: 21,704 shares 21,704 $475K 0.02% +7 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,546 shares; 2024Q4: 4,401 shares; 2025Q1: 4,393 shares; 2025Q2: not reported; 2025Q3: 5,552 shares; 2025Q4: 2,193 shares; 2026Q1: 2,809 shares 2,809 $474K 0.02% +616 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,633 shares; 2024Q4: 4,259 shares; 2025Q1: 4,576 shares; 2025Q2: 4,939 shares; 2025Q3: 4,175 shares; 2025Q4: 4,598 shares; 2026Q1: 4,459 shares 4,459 $471K 0.02% -139 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,656 shares; 2024Q4: 5,522 shares; 2025Q1: 5,489 shares; 2025Q2: 5,364 shares; 2025Q3: 5,220 shares; 2025Q4: 4,142 shares; 2026Q1: 3,667 shares 3,667 $470K 0.02% -475 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: 2,465 shares; 2024Q4: 2,673 shares; 2025Q1: 4,144 shares; 2025Q2: 6,411 shares; 2025Q3: 6,900 shares; 2025Q4: 4,739 shares; 2026Q1: 5,421 shares 5,421 $470K 0.02% +682 Timeline PTH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,632 shares; 2024Q4: 10,321 shares; 2025Q1: 10,234 shares; 2025Q2: 9,701 shares; 2025Q3: 10,492 shares; 2025Q4: 9,326 shares; 2026Q1: 9,488 shares 9,488 $465K 0.02% +162 Timeline CPSF CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,100 shares; 2025Q3: 15,100 shares; 2025Q4: 15,100 shares; 2026Q1: 18,100 shares 18,100 $463K 0.02% +3,000 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,517 shares; 2024Q4: 17,873 shares; 2025Q1: 20,164 shares; 2025Q2: not reported; 2025Q3: 23,733 shares; 2025Q4: 23,089 shares; 2026Q1: 12,800 shares 12,800 $463K 0.02% -10,289 Timeline PSFF 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: 15,289 shares; 2024Q4: 16,741 shares; 2025Q1: 17,075 shares; 2025Q2: 21,448 shares; 2025Q3: 20,017 shares; 2025Q4: 16,452 shares; 2026Q1: 14,390 shares 14,390 $461K 0.02% -2,062 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,978 shares; 2024Q4: 3,752 shares; 2025Q1: 3,821 shares; 2025Q2: not reported; 2025Q3: 4,372 shares; 2025Q4: 3,641 shares; 2026Q1: 3,461 shares 3,461 $459K 0.02% -180 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: 4,799 shares; 2024Q4: 6,065 shares; 2025Q1: 3,759 shares; 2025Q2: not reported; 2025Q3: 4,375 shares; 2025Q4: 3,466 shares; 2026Q1: 4,797 shares 4,797 $456K 0.02% +1,331 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 362 shares; 2025Q1: 371 shares; 2025Q2: 532 shares; 2025Q3: 560 shares; 2025Q4: 349 shares; 2026Q1: 466 shares 466 $448K 0.02% +117 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: 2,662 shares; 2024Q4: 2,506 shares; 2025Q1: 3,088 shares; 2025Q2: 3,753 shares; 2025Q3: 4,121 shares; 2025Q4: 3,024 shares; 2026Q1: 2,720 shares 2,720 $448K 0.02% -304 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,271 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,517 shares; 2025Q3: 13,464 shares; 2025Q4: 13,326 shares; 2026Q1: 13,202 shares 13,202 $446K 0.02% -124 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: 11,640 shares; 2024Q4: 10,454 shares; 2025Q1: 9,576 shares; 2025Q2: 23,041 shares; 2025Q3: 33,212 shares; 2025Q4: 41,169 shares; 2026Q1: 9,674 shares 9,674 $445K 0.02% -31,495 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,022 shares; 2024Q4: 5,134 shares; 2025Q1: 5,438 shares; 2025Q2: not reported; 2025Q3: 5,808 shares; 2025Q4: 6,064 shares; 2026Q1: 6,140 shares 6,140 $444K 0.02% +76 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: 3,395 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,195 shares; 2025Q4: 1,101 shares; 2026Q1: 1,134 shares 1,134 $444K 0.02% +33 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,671 shares; 2024Q4: 16,899 shares; 2025Q1: 16,993 shares; 2025Q2: not reported; 2025Q3: 17,084 shares; 2025Q4: 17,607 shares; 2026Q1: 17,823 shares 17,823 $444K 0.02% +216 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: 18,139 shares; 2024Q4: 16,988 shares; 2025Q1: 15,595 shares; 2025Q2: 19,418 shares; 2025Q3: 18,075 shares; 2025Q4: 15,235 shares; 2026Q1: 15,362 shares 15,362 $441K 0.02% +127 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,154 shares; 2025Q1: 5,875 shares; 2025Q2: 4,997 shares; 2025Q3: 4,812 shares; 2025Q4: 7,310 shares; 2026Q1: 7,774 shares 7,774 $438K 0.02% +464 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,800 shares; 2024Q4: 15,938 shares; 2025Q1: 15,674 shares; 2025Q2: 13,622 shares; 2025Q3: 11,925 shares; 2025Q4: 9,313 shares; 2026Q1: 8,753 shares 8,753 $436K 0.02% -560 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,145 shares; 2024Q4: 8,947 shares; 2025Q1: 8,909 shares; 2025Q2: not reported; 2025Q3: 9,376 shares; 2025Q4: 13,302 shares; 2026Q1: 13,146 shares 13,146 $433K 0.02% -156 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,328 shares; 2025Q2: 1,394 shares; 2025Q3: 1,417 shares; 2025Q4: 1,658 shares; 2026Q1: 1,683 shares 1,683 $427K 0.02% +25 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: 11,901 shares; 2024Q4: 11,855 shares; 2025Q1: 11,837 shares; 2025Q2: 40,156 shares; 2025Q3: 46,391 shares; 2025Q4: 12,417 shares; 2026Q1: 8,677 shares 8,677 $419K 0.02% -3,740 Timeline PJFG PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,295 shares 4,295 $418K 0.02% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,491 shares; 2024Q4: 5,875 shares; 2025Q1: 5,782 shares; 2025Q2: 7,004 shares; 2025Q3: 6,975 shares; 2025Q4: 721 shares; 2026Q1: 676 shares 676 $417K 0.02% -45 Timeline IMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,015 shares; 2025Q3: 14,515 shares; 2025Q4: 13,999 shares; 2026Q1: 13,814 shares 13,814 $416K 0.02% -185 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,911 shares; 2025Q4: 6,243 shares; 2026Q1: 5,836 shares 5,836 $415K 0.02% -407 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,105 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,629 shares; 2026Q1: 12,194 shares 12,194 $414K 0.02% +1,565 Timeline IJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,153 shares; 2025Q3: 14,058 shares; 2025Q4: 14,058 shares; 2026Q1: 14,061 shares 14,061 $414K 0.02% +3 Timeline GCOW 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: 20,113 shares; 2024Q4: 23,091 shares; 2025Q1: 13,622 shares; 2025Q2: 13,683 shares; 2025Q3: 13,237 shares; 2025Q4: 12,937 shares; 2026Q1: 8,924 shares 8,924 $413K 0.02% -4,013 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,272 shares; 2024Q4: 1,156 shares; 2025Q1: 1,109 shares; 2025Q2: 1,446 shares; 2025Q3: 1,585 shares; 2025Q4: 933 shares; 2026Q1: 1,155 shares 1,155 $411K 0.02% +222 Timeline IMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,294 shares; 2025Q3: 12,294 shares; 2025Q4: 12,094 shares; 2026Q1: 14,028 shares 14,028 $407K 0.02% +1,934 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 583 shares; 2026Q1: 559 shares 559 $407K 0.02% -24 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,369 shares; 2026Q1: 2,358 shares 2,358 $407K 0.02% -11 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,036 shares; 2026Q1: 24,116 shares 24,116 $401K 0.02% +6,080 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,094 shares; 2024Q4: 12,237 shares; 2025Q1: 12,117 shares; 2025Q2: 10,305 shares; 2025Q3: 10,033 shares; 2025Q4: 8,668 shares; 2026Q1: 3,926 shares 3,926 $400K 0.02% -4,742 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,747 shares; 2024Q4: 9,066 shares; 2025Q1: 9,556 shares; 2025Q2: not reported; 2025Q3: 14,821 shares; 2025Q4: 7,270 shares; 2026Q1: 7,797 shares 7,797 $399K 0.02% +527 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,532 shares; 2024Q4: not reported; 2025Q1: 5,423 shares; 2025Q2: 5,931 shares; 2025Q3: 6,047 shares; 2025Q4: 10,126 shares; 2026Q1: 9,782 shares 9,782 $399K 0.02% -344 Timeline CPSU CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,699 shares; 2025Q3: 14,699 shares; 2025Q4: 14,699 shares; 2026Q1: 14,699 shares 14,699 $399K 0.02% 0 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: 4,137 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,952 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,405 shares 3,405 $394K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,056 shares; 2026Q1: 5,090 shares 5,090 $394K 0.02% +34 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: 2,799 shares; 2024Q4: 2,376 shares; 2025Q1: 2,962 shares; 2025Q2: 2,802 shares; 2025Q3: 2,400 shares; 2025Q4: 1,835 shares; 2026Q1: 2,136 shares 2,136 $389K 0.02% +301 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: 10,260 shares; 2024Q4: 9,518 shares; 2025Q1: 9,362 shares; 2025Q2: 31,249 shares; 2025Q3: 34,945 shares; 2025Q4: 10,802 shares; 2026Q1: 8,261 shares 8,261 $388K 0.02% -2,541 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,758 shares; 2024Q4: 28,983 shares; 2025Q1: 36,789 shares; 2025Q2: 58,524 shares; 2025Q3: 66,681 shares; 2025Q4: 71,731 shares; 2026Q1: 27,499 shares 27,499 $387K 0.02% -44,232 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,324 shares; 2024Q4: 4,798 shares; 2025Q1: 4,041 shares; 2025Q2: 6,122 shares; 2025Q3: 5,578 shares; 2025Q4: 10,607 shares; 2026Q1: 6,961 shares 6,961 $385K 0.02% -3,646 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,413 shares; 2025Q4: 2,004 shares; 2026Q1: 3,365 shares 3,365 $382K 0.02% +1,361 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 853 shares; 2024Q4: 853 shares; 2025Q1: 767 shares; 2025Q2: 1,267 shares; 2025Q3: 1,622 shares; 2025Q4: 815 shares; 2026Q1: 874 shares 874 $381K 0.02% +59 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,790 shares; 2024Q4: 6,455 shares; 2025Q1: not reported; 2025Q2: 5,229 shares; 2025Q3: 4,402 shares; 2025Q4: 4,387 shares; 2026Q1: 4,040 shares 4,040 $381K 0.02% -347 Timeline QDEC 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: 14,219 shares; 2024Q4: 10,811 shares; 2025Q1: 10,413 shares; 2025Q2: 11,020 shares; 2025Q3: 18,439 shares; 2025Q4: 11,254 shares; 2026Q1: 12,033 shares 12,033 $379K 0.02% +779 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,392 shares 11,392 $377K 0.02% new Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,119 shares; 2026Q1: 13,891 shares 13,891 $377K 0.02% -1,228 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: 158,457 shares; 2024Q4: 167,475 shares; 2025Q1: 161,213 shares; 2025Q2: not reported; 2025Q3: 169,048 shares; 2025Q4: 165,753 shares; 2026Q1: 7,165 shares 7,165 $377K 0.02% -158,588 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: 4,190 shares; 2024Q4: 4,109 shares; 2025Q1: 4,964 shares; 2025Q2: 6,104 shares; 2025Q3: 6,264 shares; 2025Q4: 1,591 shares; 2026Q1: 1,534 shares 1,534 $373K 0.02% -57 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: 6,262 shares; 2024Q4: not reported; 2025Q1: 5,657 shares; 2025Q2: 6,211 shares; 2025Q3: 6,586 shares; 2025Q4: not reported; 2026Q1: 6,337 shares 6,337 $373K 0.02% new Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,417 shares; 2025Q4: 7,274 shares; 2026Q1: 5,195 shares 5,195 $372K 0.02% -2,079 Timeline HMY HARMONY GOLD MNG LTD More: the full row for HARMONY GOLD MNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,721 shares; 2026Q1: 24,042 shares 24,042 $370K 0.02% -679 Timeline XIDE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,438 shares; 2026Q1: 12,438 shares 12,438 $369K 0.02% 0 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: 3,140 shares; 2024Q4: 3,140 shares; 2025Q1: 5,548 shares; 2025Q2: 5,913 shares; 2025Q3: 7,026 shares; 2025Q4: 3,379 shares; 2026Q1: 3,354 shares 3,354 $368K 0.02% -25 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,986 shares; 2024Q4: 134,084 shares; 2025Q1: 26,594 shares; 2025Q2: 24,772 shares; 2025Q3: 21,422 shares; 2025Q4: 20,305 shares; 2026Q1: 16,015 shares 16,015 $364K 0.02% -4,290 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,840 shares 1,840 $363K 0.02% new Timeline AMBA AMBARELLA INC More: the full row for AMBARELLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,045 shares 7,045 $363K 0.02% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,182 shares 5,182 $359K 0.02% new Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,435 shares; 2024Q4: 1,436 shares; 2025Q1: 1,439 shares; 2025Q2: not reported; 2025Q3: 1,443 shares; 2025Q4: 1,444 shares; 2026Q1: 1,443 shares 1,443 $359K 0.02% -1 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,331 shares; 2024Q4: 19,787 shares; 2025Q1: 21,342 shares; 2025Q2: 24,051 shares; 2025Q3: 25,412 shares; 2025Q4: 19,393 shares; 2026Q1: 15,792 shares 15,792 $358K 0.02% -3,601 Timeline FXO 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: 7,364 shares; 2024Q4: 7,344 shares; 2025Q1: 7,458 shares; 2025Q2: 7,468 shares; 2025Q3: 7,034 shares; 2025Q4: 6,346 shares; 2026Q1: 6,347 shares 6,347 $357K 0.02% +1 Timeline NJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,616 shares; 2025Q3: 11,616 shares; 2025Q4: 11,601 shares; 2026Q1: 11,292 shares 11,292 $353K 0.02% -309 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: 3,088 shares; 2024Q4: 3,132 shares; 2025Q1: 2,623 shares; 2025Q2: 2,995 shares; 2025Q3: 3,187 shares; 2025Q4: 2,546 shares; 2026Q1: 2,902 shares 2,902 $352K 0.02% +356 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,728 shares; 2024Q4: 21,425 shares; 2025Q1: 5,332 shares; 2025Q2: not reported; 2025Q3: 5,110 shares; 2025Q4: 6,743 shares; 2026Q1: 8,670 shares 8,670 $348K 0.02% +1,927 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,322 shares; 2024Q4: 20,794 shares; 2025Q1: 16,041 shares; 2025Q2: 9,779 shares; 2025Q3: 6,608 shares; 2025Q4: 4,634 shares; 2026Q1: 4,001 shares 4,001 $348K 0.02% -633 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: not reported; 2024Q4: 5,490 shares; 2025Q1: 10,172 shares; 2025Q2: not reported; 2025Q3: 4,105 shares; 2025Q4: 5,168 shares; 2026Q1: 5,060 shares 5,060 $346K 0.02% -108 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 361 shares; 2025Q2: 605 shares; 2025Q3: 534 shares; 2025Q4: 457 shares; 2026Q1: 397 shares 397 $343K 0.02% -60 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,203 shares; 2025Q4: 15,998 shares; 2026Q1: 14,849 shares 14,849 $341K 0.02% -1,149 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: 1,948 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,577 shares; 2025Q3: 1,707 shares; 2025Q4: 2,005 shares; 2026Q1: 2,012 shares 2,012 $340K 0.02% +7 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,354 shares; 2025Q4: 1,293 shares; 2026Q1: 1,353 shares 1,353 $339K 0.02% +60 Timeline XSCDX LMP CAP & INCOME FD INC More: the full row for LMP CAP & INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,927 shares; 2024Q4: 25,927 shares; 2025Q1: 25,365 shares; 2025Q2: 25,365 shares; 2025Q3: 25,637 shares; 2025Q4: 22,708 shares; 2026Q1: 22,708 shares 22,708 $339K 0.02% 0 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,780 shares; 2025Q3: 12,079 shares; 2025Q4: 10,638 shares; 2026Q1: 10,671 shares 10,671 $338K 0.02% +33 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,164 shares; 2024Q4: not reported; 2025Q1: 21,568 shares; 2025Q2: 86,816 shares; 2025Q3: 77,335 shares; 2025Q4: 6,489 shares; 2026Q1: 9,304 shares 9,304 $338K 0.02% +2,815 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,459 shares; 2026Q1: 6,600 shares 6,600 $336K 0.02% +141 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,220 shares; 2024Q4: 1,404 shares; 2025Q1: 1,395 shares; 2025Q2: 1,971 shares; 2025Q3: 2,468 shares; 2025Q4: 1,369 shares; 2026Q1: 1,409 shares 1,409 $333K 0.02% +40 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,035 shares; 2025Q4: 3,174 shares; 2026Q1: 3,343 shares 3,343 $324K 0.02% +169 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,204 shares; 2025Q1: 3,345 shares; 2025Q2: not reported; 2025Q3: 5,063 shares; 2025Q4: 4,566 shares; 2026Q1: 4,606 shares 4,606 $324K 0.02% +40 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: 4,922 shares; 2024Q4: 4,572 shares; 2025Q1: 4,642 shares; 2025Q2: not reported; 2025Q3: 6,349 shares; 2025Q4: 5,427 shares; 2026Q1: 5,331 shares 5,331 $323K 0.02% -96 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,987 shares; 2024Q4: 5,286 shares; 2025Q1: 5,506 shares; 2025Q2: not reported; 2025Q3: 5,841 shares; 2025Q4: 5,276 shares; 2026Q1: 5,217 shares 5,217 $322K 0.02% -59 Timeline CPRJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,906 shares; 2025Q4: 11,906 shares; 2026Q1: 11,906 shares 11,906 $321K 0.02% 0 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: 1,908 shares; 2024Q4: 1,716 shares; 2025Q1: 1,564 shares; 2025Q2: 1,961 shares; 2025Q3: 1,951 shares; 2025Q4: 1,318 shares; 2026Q1: 1,395 shares 1,395 $321K 0.02% +77 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,313 shares; 2026Q1: 9,478 shares 9,478 $321K 0.02% +165 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: 20,809 shares; 2024Q4: 21,520 shares; 2025Q1: 20,222 shares; 2025Q2: 26,701 shares; 2025Q3: 30,520 shares; 2025Q4: 25,166 shares; 2026Q1: 27,550 shares 27,550 $318K 0.02% +2,384 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,521 shares; 2025Q4: 1,597 shares; 2026Q1: 2,309 shares 2,309 $317K 0.02% +712 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,907 shares; 2024Q4: 2,963 shares; 2025Q1: 2,997 shares; 2025Q2: 665,707 shares; 2025Q3: 3,730 shares; 2025Q4: 3,390 shares; 2026Q1: 3,391 shares 3,391 $316K 0.02% +1 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,428 shares; 2024Q4: 8,633 shares; 2025Q1: 9,028 shares; 2025Q2: 9,969 shares; 2025Q3: 10,738 shares; 2025Q4: 7,569 shares; 2026Q1: 6,268 shares 6,268 $316K 0.02% -1,301 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,099 shares; 2025Q1: 7,198 shares; 2025Q2: 6,976 shares; 2025Q3: 7,299 shares; 2025Q4: 7,341 shares; 2026Q1: 7,012 shares 7,012 $316K 0.02% -329 Timeline JUNW 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: 22,677 shares; 2024Q4: 11,677 shares; 2025Q1: 10,346 shares; 2025Q2: 10,692 shares; 2025Q3: 10,692 shares; 2025Q4: 10,692 shares; 2026Q1: 9,301 shares 9,301 $310K 0.02% -1,391 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,660 shares; 2026Q1: 6,581 shares 6,581 $308K 0.01% -79 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: 187,566 shares; 2024Q4: 187,227 shares; 2025Q1: 167,877 shares; 2025Q2: 168,204 shares; 2025Q3: 18,943 shares; 2025Q4: 7,414 shares; 2026Q1: 5,830 shares 5,830 $307K 0.01% -1,584 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,468 shares 7,468 $305K 0.01% new Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 222 shares; 2025Q4: not reported; 2026Q1: 640 shares 640 $304K 0.01% new Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,400 shares; 2025Q3: 7,760 shares; 2025Q4: not reported; 2026Q1: 5,964 shares 5,964 $302K 0.01% new Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,655 shares; 2026Q1: 3,225 shares 3,225 $301K 0.01% +570 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,875 shares; 2025Q1: 1,928 shares; 2025Q2: 2,055 shares; 2025Q3: 1,810 shares; 2025Q4: 1,849 shares; 2026Q1: 1,885 shares 1,885 $300K 0.01% +36 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,616 shares 6,616 $299K 0.01% new Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,804 shares; 2024Q4: 3,634 shares; 2025Q1: 3,612 shares; 2025Q2: 3,353 shares; 2025Q3: 3,184 shares; 2025Q4: 2,615 shares; 2026Q1: 1,938 shares 1,938 $299K 0.01% -677 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,388 shares; 2026Q1: 11,169 shares 11,169 $297K 0.01% -219 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,251 shares; 2025Q3: 5,314 shares; 2025Q4: 6,545 shares; 2026Q1: 6,545 shares 6,545 $296K 0.01% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,927 shares; 2024Q4: 2,640 shares; 2025Q1: 2,766 shares; 2025Q2: not reported; 2025Q3: 2,829 shares; 2025Q4: 3,419 shares; 2026Q1: 3,330 shares 3,330 $295K 0.01% -89 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,743 shares; 2025Q1: 1,923 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,537 shares; 2026Q1: 2,936 shares 2,936 $294K 0.01% +399 Timeline CPSJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,965 shares; 2025Q4: 10,925 shares; 2026Q1: 10,925 shares 10,925 $294K 0.01% 0 Timeline CGIB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,333 shares; 2026Q1: 11,398 shares 11,398 $288K 0.01% +2,065 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,097 shares; 2024Q4: 4,809 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,315 shares; 2026Q1: 5,387 shares 5,387 $287K 0.01% -928 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,181 shares; 2026Q1: 3,112 shares 3,112 $287K 0.01% -69 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,594 shares; 2025Q4: 1,950 shares; 2026Q1: 1,735 shares 1,735 $285K 0.01% -215 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,222 shares; 2025Q4: 12,109 shares; 2026Q1: 10,628 shares 10,628 $284K 0.01% -1,481 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,643 shares; 2024Q4: 5,703 shares; 2025Q1: 7,502 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,528 shares; 2026Q1: 1,452 shares 1,452 $284K 0.01% -76 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,502 shares 3,502 $282K 0.01% new Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,341 shares 3,341 $282K 0.01% new Timeline RIGS 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: 17,702 shares; 2024Q4: 17,489 shares; 2025Q1: 17,177 shares; 2025Q2: 16,764 shares; 2025Q3: 16,005 shares; 2025Q4: 14,854 shares; 2026Q1: 12,337 shares 12,337 $282K 0.01% -2,517 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,361 shares; 2024Q4: 3,282 shares; 2025Q1: 3,315 shares; 2025Q2: not reported; 2025Q3: 2,823 shares; 2025Q4: 2,847 shares; 2026Q1: 2,811 shares 2,811 $282K 0.01% -36 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,171 shares; 2026Q1: 4,315 shares 4,315 $281K 0.01% +144 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 757 shares 757 $281K 0.01% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,138 shares 2,138 $280K 0.01% new Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,125 shares; 2024Q4: 2,125 shares; 2025Q1: 4,250 shares; 2025Q2: 4,250 shares; 2025Q3: 4,250 shares; 2025Q4: 2,125 shares; 2026Q1: 2,125 shares 2,125 $279K 0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 906 shares; 2025Q2: 956 shares; 2025Q3: 1,032 shares; 2025Q4: 1,050 shares; 2026Q1: 1,046 shares 1,046 $278K 0.01% -4 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,805 shares 5,805 $275K 0.01% new Timeline DBP INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,139 shares; 2024Q4: not reported; 2025Q1: 3,062 shares; 2025Q2: 3,252 shares; 2025Q3: 3,025 shares; 2025Q4: 2,754 shares; 2026Q1: 2,498 shares 2,498 $275K 0.01% -256 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,072 shares; 2025Q4: 5,089 shares; 2026Q1: 5,103 shares 5,103 $275K 0.01% +14 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,098 shares; 2025Q3: 1,298 shares; 2025Q4: 1,218 shares; 2026Q1: 1,213 shares 1,213 $273K 0.01% -5 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,971 shares; 2025Q3: 15,531 shares; 2025Q4: 15,604 shares; 2026Q1: 15,916 shares 15,916 $273K 0.01% +312 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,874 shares; 2024Q4: 803 shares; 2025Q1: 804 shares; 2025Q2: not reported; 2025Q3: 920 shares; 2025Q4: 908 shares; 2026Q1: 909 shares 909 $272K 0.01% +1 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: 3,532 shares; 2024Q4: 2,695 shares; 2025Q1: 3,622 shares; 2025Q2: 5,036 shares; 2025Q3: 5,507 shares; 2025Q4: 3,181 shares; 2026Q1: 3,024 shares 3,024 $271K 0.01% -157 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,652 shares; 2024Q4: 1,627 shares; 2025Q1: 1,708 shares; 2025Q2: not reported; 2025Q3: 2,157 shares; 2025Q4: 1,168 shares; 2026Q1: 1,275 shares 1,275 $268K 0.01% +107 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,063 shares; 2026Q1: 3,979 shares 3,979 $267K 0.01% -84 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,172 shares; 2025Q1: 3,507 shares; 2025Q2: 3,592 shares; 2025Q3: 4,107 shares; 2025Q4: 3,378 shares; 2026Q1: 3,349 shares 3,349 $266K 0.01% -29 Timeline FTGS 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: 7,803 shares; 2024Q4: 44,554 shares; 2025Q1: 32,716 shares; 2025Q2: 19,152 shares; 2025Q3: 12,170 shares; 2025Q4: 9,105 shares; 2026Q1: 7,790 shares 7,790 $265K 0.01% -1,315 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,680 shares; 2026Q1: 1,685 shares 1,685 $265K 0.01% +5 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,352 shares; 2024Q4: 4,031 shares; 2025Q1: 3,973 shares; 2025Q2: 2,302 shares; 2025Q3: 2,734 shares; 2025Q4: 2,534 shares; 2026Q1: 2,494 shares 2,494 $264K 0.01% -40 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,921 shares; 2024Q4: 9,038 shares; 2025Q1: 7,259 shares; 2025Q2: 7,643 shares; 2025Q3: 7,205 shares; 2025Q4: 6,162 shares; 2026Q1: 5,682 shares 5,682 $264K 0.01% -480 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,592 shares 5,592 $264K 0.01% new Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,713 shares; 2025Q2: 4,849 shares; 2025Q3: 4,898 shares; 2025Q4: 4,187 shares; 2026Q1: 4,388 shares 4,388 $262K 0.01% +201 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,842 shares; 2025Q1: 2,032 shares; 2025Q2: not reported; 2025Q3: 2,182 shares; 2025Q4: 2,043 shares; 2026Q1: 2,219 shares 2,219 $261K 0.01% +176 Timeline JPME 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: 2,965 shares; 2024Q4: 2,863 shares; 2025Q1: 2,715 shares; 2025Q2: 2,576 shares; 2025Q3: 2,531 shares; 2025Q4: 2,339 shares; 2026Q1: 2,277 shares 2,277 $261K 0.01% -62 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,516 shares; 2025Q4: 5,352 shares; 2026Q1: 5,522 shares 5,522 $260K 0.01% +170 Timeline SITM SITIME CORP More: the full row for SITIME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 763 shares; 2025Q4: 750 shares; 2026Q1: 751 shares 751 $259K 0.01% +1 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,511 shares; 2026Q1: 5,396 shares 5,396 $259K 0.01% -115 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,935 shares; 2025Q1: not reported; 2025Q2: 4,353 shares; 2025Q3: 4,778 shares; 2025Q4: 3,338 shares; 2026Q1: 3,464 shares 3,464 $258K 0.01% +126 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,622 shares; 2024Q4: 24,193 shares; 2025Q1: 17,506 shares; 2025Q2: 12,380 shares; 2025Q3: 9,108 shares; 2025Q4: 5,731 shares; 2026Q1: 4,724 shares 4,724 $258K 0.01% -1,007 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,217 shares; 2024Q4: 10,610 shares; 2025Q1: 9,685 shares; 2025Q2: 8,847 shares; 2025Q3: 8,511 shares; 2025Q4: 7,957 shares; 2026Q1: 7,752 shares 7,752 $258K 0.01% -205 Timeline NFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,233 shares 9,233 $253K 0.01% new Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,445 shares; 2024Q4: 2,340 shares; 2025Q1: 2,312 shares; 2025Q2: 2,443 shares; 2025Q3: 2,372 shares; 2025Q4: 1,702 shares; 2026Q1: 2,087 shares 2,087 $252K 0.01% +385 Timeline AVMV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,392 shares 3,392 $252K 0.01% new Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,976 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,638 shares; 2025Q4: not reported; 2026Q1: 4,022 shares 4,022 $251K 0.01% new Timeline QQMG INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,380 shares; 2026Q1: 6,337 shares 6,337 $251K 0.01% +957 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,226 shares; 2024Q4: 7,728 shares; 2025Q1: 5,954 shares; 2025Q2: 4,636 shares; 2025Q3: 7,770 shares; 2025Q4: 5,172 shares; 2026Q1: 5,121 shares 5,121 $250K 0.01% -51 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: 19,937 shares; 2024Q4: 26,504 shares; 2025Q1: 25,214 shares; 2025Q2: 25,059 shares; 2025Q3: 24,011 shares; 2025Q4: 12,278 shares; 2026Q1: 10,808 shares 10,808 $250K 0.01% -1,470 Timeline FREL 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: 13,710 shares; 2024Q4: 13,882 shares; 2025Q1: 15,463 shares; 2025Q2: not reported; 2025Q3: 18,465 shares; 2025Q4: 16,934 shares; 2026Q1: 9,290 shares 9,290 $250K 0.01% -7,644 Timeline CBOJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,500 shares 10,500 $249K 0.01% new Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,387 shares; 2026Q1: 5,398 shares 5,398 $249K 0.01% +11 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,804 shares; 2025Q3: 4,625 shares; 2025Q4: 4,682 shares; 2026Q1: 4,276 shares 4,276 $248K 0.01% -406 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: 4,630 shares; 2024Q4: 4,270 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,880 shares 1,880 $246K 0.01% new Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,256 shares; 2024Q4: 23,306 shares; 2025Q1: 32,204 shares; 2025Q2: 38,972 shares; 2025Q3: 40,471 shares; 2025Q4: 9,759 shares; 2026Q1: 9,306 shares 9,306 $245K 0.01% -453 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,126 shares; 2025Q3: 9,719 shares; 2025Q4: 7,650 shares; 2026Q1: 9,366 shares 9,366 $245K 0.01% +1,716 Timeline KBWY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,367 shares; 2026Q1: 15,948 shares 15,948 $244K 0.01% +581 Timeline SEPW 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: 17,679 shares; 2024Q4: 16,676 shares; 2025Q1: 16,676 shares; 2025Q2: 13,676 shares; 2025Q3: 7,054 shares; 2025Q4: 7,654 shares; 2026Q1: 7,654 shares 7,654 $242K 0.01% 0 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,396 shares; 2024Q4: 7,487 shares; 2025Q1: 7,879 shares; 2025Q2: 8,808 shares; 2025Q3: 9,469 shares; 2025Q4: 5,809 shares; 2026Q1: 4,736 shares 4,736 $241K 0.01% -1,073 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,125 shares; 2025Q4: 1,424 shares; 2026Q1: 1,215 shares 1,215 $241K 0.01% -209 Timeline NNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,680 shares; 2026Q1: 8,580 shares 8,580 $239K 0.01% -100 Timeline TFI 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: 5,799 shares; 2024Q4: 5,702 shares; 2025Q1: 5,612 shares; 2025Q2: 5,460 shares; 2025Q3: 5,316 shares; 2025Q4: 5,209 shares; 2026Q1: 5,238 shares 5,238 $238K 0.01% +29 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,687 shares; 2024Q4: 15,027 shares; 2025Q1: 15,027 shares; 2025Q2: 14,127 shares; 2025Q3: 14,130 shares; 2025Q4: 6,030 shares; 2026Q1: 6,030 shares 6,030 $237K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,297 shares; 2025Q3: 6,405 shares; 2025Q4: 5,053 shares; 2026Q1: 5,187 shares 5,187 $236K 0.01% +134 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: 5,870 shares; 2024Q4: 5,361 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,824 shares; 2025Q4: 5,508 shares; 2026Q1: 5,503 shares 5,503 $235K 0.01% -5 Timeline WMK WEIS MKTS INC More: the full row for WEIS MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,236 shares; 2025Q1: 3,236 shares; 2025Q2: 3,302 shares; 2025Q3: 3,272 shares; 2025Q4: 3,236 shares; 2026Q1: 3,436 shares 3,436 $235K 0.01% +200 Timeline HEZU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,105 shares; 2025Q4: 5,153 shares; 2026Q1: 5,375 shares 5,375 $235K 0.01% +222 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,488 shares; 2024Q4: 2,632 shares; 2025Q1: 2,911 shares; 2025Q2: 2,931 shares; 2025Q3: 2,734 shares; 2025Q4: not reported; 2026Q1: 1,410 shares 1,410 $234K 0.01% new Timeline SNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,726 shares; 2025Q4: 9,406 shares; 2026Q1: 9,406 shares 9,406 $233K 0.01% 0 Timeline MAYW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,907 shares; 2026Q1: 6,907 shares 6,907 $233K 0.01% 0 Timeline BUL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,151 shares; 2025Q2: 5,151 shares; 2025Q3: 5,225 shares; 2025Q4: 4,298 shares; 2026Q1: 4,298 shares 4,298 $232K 0.01% 0 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: 1,962 shares; 2024Q4: 1,948 shares; 2025Q1: 2,031 shares; 2025Q2: 2,414 shares; 2025Q3: 2,548 shares; 2025Q4: 2,145 shares; 2026Q1: 2,015 shares 2,015 $232K 0.01% -130 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,085 shares; 2026Q1: 1,057 shares 1,057 $232K 0.01% -28 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,064 shares; 2025Q3: 6,846 shares; 2025Q4: 6,242 shares; 2026Q1: 5,425 shares 5,425 $231K 0.01% -817 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,620 shares; 2026Q1: 2,531 shares 2,531 $231K 0.01% -89 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,582 shares; 2025Q4: 16,901 shares; 2026Q1: 16,348 shares 16,348 $230K 0.01% -553 Timeline ONEV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,199 shares; 2024Q4: 7,787 shares; 2025Q1: 7,801 shares; 2025Q2: 6,632 shares; 2025Q3: 7,466 shares; 2025Q4: 7,119 shares; 2026Q1: 1,708 shares 1,708 $229K 0.01% -5,411 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,895 shares; 2024Q4: not reported; 2025Q1: 4,203 shares; 2025Q2: 5,133 shares; 2025Q3: 6,726 shares; 2025Q4: not reported; 2026Q1: 3,731 shares 3,731 $228K 0.01% new Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,485 shares; 2024Q4: 11,249 shares; 2025Q1: 5,594 shares; 2025Q2: 4,132 shares; 2025Q3: 4,341 shares; 2025Q4: 4,146 shares; 2026Q1: 3,981 shares 3,981 $228K 0.01% -165 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,531 shares; 2025Q3: 1,498 shares; 2025Q4: 1,117 shares; 2026Q1: 1,091 shares 1,091 $227K 0.01% -26 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,256 shares; 2025Q3: 5,479 shares; 2025Q4: not reported; 2026Q1: 4,140 shares 4,140 $224K 0.01% new Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,677 shares; 2024Q4: 17,090 shares; 2025Q1: 16,645 shares; 2025Q2: 8,323 shares; 2025Q3: 7,797 shares; 2025Q4: 7,749 shares; 2026Q1: 7,777 shares 7,777 $223K 0.01% +28 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,164 shares 3,164 $223K 0.01% new Timeline IAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,557 shares; 2025Q4: 7,757 shares; 2026Q1: 7,757 shares 7,757 $222K 0.01% 0 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,512 shares; 2025Q4: not reported; 2026Q1: 1,498 shares 1,498 $221K 0.01% new Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,955 shares; 2025Q4: 8,635 shares; 2026Q1: 8,635 shares 8,635 $221K 0.01% 0 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: 9,095 shares; 2024Q4: 9,177 shares; 2025Q1: 8,566 shares; 2025Q2: 8,652 shares; 2025Q3: 8,734 shares; 2025Q4: 8,834 shares; 2026Q1: 8,883 shares 8,883 $220K 0.01% +49 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,548 shares; 2024Q4: 17,945 shares; 2025Q1: 12,232 shares; 2025Q2: not reported; 2025Q3: 4,809 shares; 2025Q4: 3,515 shares; 2026Q1: 2,427 shares 2,427 $220K 0.01% -1,088 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,908 shares; 2024Q4: 19,475 shares; 2025Q1: 20,782 shares; 2025Q2: not reported; 2025Q3: 21,154 shares; 2025Q4: 20,642 shares; 2026Q1: 6,725 shares 6,725 $218K 0.01% -13,917 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,869 shares; 2025Q3: 4,874 shares; 2025Q4: 4,565 shares; 2026Q1: 4,369 shares 4,369 $217K 0.01% -196 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: 22,430 shares; 2024Q4: 21,365 shares; 2025Q1: 17,010 shares; 2025Q2: 9,107 shares; 2025Q3: 8,793 shares; 2025Q4: 4,881 shares; 2026Q1: 4,263 shares 4,263 $217K 0.01% -618 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,685 shares; 2025Q4: 1,469 shares; 2026Q1: 1,415 shares 1,415 $216K 0.01% -54 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,935 shares; 2026Q1: 11,668 shares 11,668 $215K 0.01% -1,267 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 641 shares; 2025Q3: 638 shares; 2025Q4: 447 shares; 2026Q1: 436 shares 436 $214K 0.01% -11 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,854 shares; 2025Q3: 38,017 shares; 2025Q4: 6,395 shares; 2026Q1: 6,395 shares 6,395 $214K 0.01% 0 Timeline INOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,306 shares; 2026Q1: 6,151 shares 6,151 $213K 0.01% -155 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,815 shares; 2026Q1: 8,580 shares 8,580 $213K 0.01% -235 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 334 shares 334 $212K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,085 shares; 2025Q4: 9,911 shares; 2026Q1: 8,717 shares 8,717 $212K 0.01% -1,194 Timeline REGL 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: 5,445 shares; 2024Q4: 6,302 shares; 2025Q1: 6,692 shares; 2025Q2: 7,238 shares; 2025Q3: 7,302 shares; 2025Q4: 7,261 shares; 2026Q1: 2,443 shares 2,443 $211K 0.01% -4,818 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,452 shares; 2024Q4: 5,724 shares; 2025Q1: 5,733 shares; 2025Q2: not reported; 2025Q3: 4,280 shares; 2025Q4: 4,108 shares; 2026Q1: 3,712 shares 3,712 $211K 0.01% -396 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,317 shares; 2024Q4: 101,769 shares; 2025Q1: 109,662 shares; 2025Q2: not reported; 2025Q3: 10,583 shares; 2025Q4: 4,333 shares; 2026Q1: 3,062 shares 3,062 $211K 0.01% -1,271 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,521 shares; 2025Q3: 4,631 shares; 2025Q4: not reported; 2026Q1: 4,260 shares 4,260 $209K 0.01% new Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,946 shares; 2026Q1: 6,872 shares 6,872 $208K 0.01% -2,074 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,553 shares; 2025Q3: 3,964 shares; 2025Q4: not reported; 2026Q1: 3,594 shares 3,594 $207K 0.01% new Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,845 shares 5,845 $207K 0.01% new Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,137 shares; 2024Q4: 23,139 shares; 2025Q1: 17,606 shares; 2025Q2: 12,001 shares; 2025Q3: 7,778 shares; 2025Q4: 4,661 shares; 2026Q1: 4,074 shares 4,074 $206K 0.01% -587 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,568 shares; 2025Q4: not reported; 2026Q1: 1,514 shares 1,514 $206K 0.01% new Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,455 shares 3,455 $206K 0.01% new Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,100 shares; 2024Q4: 9,670 shares; 2025Q1: 8,249 shares; 2025Q2: 8,063 shares; 2025Q3: 7,555 shares; 2025Q4: not reported; 2026Q1: 3,754 shares 3,754 $205K 0.01% new Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,040 shares; 2025Q2: not reported; 2025Q3: 5,629 shares; 2025Q4: 3,894 shares; 2026Q1: 1,791 shares 1,791 $205K 0.01% -2,103 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,551 shares 3,551 $204K 0.01% new Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,292 shares 2,292 $203K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,549 shares; 2025Q3: 3,440 shares; 2025Q4: not reported; 2026Q1: 2,100 shares 2,100 $203K 0.01% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,306 shares; 2025Q1: 6,697 shares; 2025Q2: 8,243 shares; 2025Q3: 8,607 shares; 2025Q4: not reported; 2026Q1: 3,893 shares 3,893 $202K 0.01% 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: 15,734 shares; 2024Q4: 11,958 shares; 2025Q1: 12,159 shares; 2025Q2: 12,103 shares; 2025Q3: 12,132 shares; 2025Q4: not reported; 2026Q1: 5,326 shares 5,326 $202K 0.01% new 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: 2,966 shares; 2024Q4: 2,316 shares; 2025Q1: 2,399 shares; 2025Q2: not reported; 2025Q3: 5,540 shares; 2025Q4: 7,001 shares; 2026Q1: 2,143 shares 2,143 $201K 0.01% -4,858 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: not reported; 2024Q4: not reported; 2025Q1: 982 shares; 2025Q2: 1,140 shares; 2025Q3: 1,182 shares; 2025Q4: 778 shares; 2026Q1: 731 shares 731 $201K 0.01% -47 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,323 shares 4,323 $201K 0.01% new Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,031 shares 1,031 $201K 0.01% new 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: 3,311 shares; 2024Q4: 10,398 shares; 2025Q1: 10,155 shares; 2025Q2: not reported; 2025Q3: 11,837 shares; 2025Q4: 10,365 shares; 2026Q1: 6,575 shares 6,575 $201K 0.01% -3,790 Timeline RTRE COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,007 shares 8,007 $200K 0.01% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,653 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,683 shares; 2025Q4: 1,913 shares; 2026Q1: 1,563 shares 1,563 $200K 0.01% -350 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,731 shares; 2024Q4: 190,728 shares; 2025Q1: 183,076 shares; 2025Q2: not reported; 2025Q3: 182,323 shares; 2025Q4: 13,226 shares; 2026Q1: 16,654 shares 16,654 $170K 0.01% +3,428 Timeline BLND BLEND LABS INC More: the full row for BLEND LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,776 shares; 2024Q4: 67,762 shares; 2025Q1: 70,741 shares; 2025Q2: 70,141 shares; 2025Q3: 75,272 shares; 2025Q4: 78,956 shares; 2026Q1: 79,961 shares 79,961 $136K 0.01% +1,005 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,196 shares 11,196 $126K 0.01% new Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,732 shares 11,732 $121K 0.01% new 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: 13,630 shares; 2024Q4: 13,261 shares; 2025Q1: 13,261 shares; 2025Q2: 27,704 shares; 2025Q3: 32,715 shares; 2025Q4: 24,584 shares; 2026Q1: 23,764 shares 23,764 $120K 0.01% -820 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,666 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,296 shares 15,296 $71.6K <0.01% new Timeline CIG CIA ENERGETICA DE MINAS GERA More: the full row for CIA ENERGETICA DE MINAS GERA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,707 shares; 2024Q4: 13,707 shares; 2025Q1: 13,707 shares; 2025Q2: 13,707 shares; 2025Q3: 18,392 shares; 2025Q4: 18,392 shares; 2026Q1: 18,392 shares 18,392 $44K <0.01% 0 Timeline