USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,411,268 shares; 2024Q4: 4,366,917 shares; 2025Q1: 4,368,167 shares; 2025Q2: 4,006,418 shares; 2025Q3: 4,379,501 shares; 2025Q4: 4,470,607 shares; 2026Q1: 4,736,954 shares 4,736,954 $305M 4.47% +266,347 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,837 shares; 2024Q4: 139,054 shares; 2025Q1: 140,577 shares; 2025Q2: 209,105 shares; 2025Q3: 268,803 shares; 2025Q4: 295,252 shares; 2026Q1: 309,596 shares 309,596 $202M 2.97% +14,344 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,297,491 shares; 2024Q4: 1,698,105 shares; 2025Q1: 1,698,988 shares; 2025Q2: 2,247,525 shares; 2025Q3: 2,219,443 shares; 2025Q4: 2,319,425 shares; 2026Q1: 2,536,322 shares 2,536,322 $145M 2.13% +216,897 Timeline PIEQ PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,180,267 shares; 2025Q1: 1,180,267 shares; 2025Q2: 2,368,994 shares; 2025Q3: 3,135,239 shares; 2025Q4: 3,724,528 shares; 2026Q1: 4,141,800 shares 4,141,800 $141M 2.06% +417,272 Timeline LCAP PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 401,778 shares; 2025Q3: 803,223 shares; 2025Q4: 2,939,281 shares; 2026Q1: 4,819,169 shares 4,819,169 $140M 2.05% +1,879,888 Timeline BCHP PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,777,507 shares; 2024Q4: 1,859,734 shares; 2025Q1: 1,861,102 shares; 2025Q2: 2,614,043 shares; 2025Q3: 3,382,028 shares; 2025Q4: 3,886,459 shares; 2026Q1: 4,254,860 shares 4,254,860 $139M 2.04% +368,401 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 996,327 shares; 2024Q4: 1,042,984 shares; 2025Q1: 1,052,405 shares; 2025Q2: 1,207,095 shares; 2025Q3: 1,311,530 shares; 2025Q4: 1,388,177 shares; 2026Q1: 1,357,568 shares 1,357,568 $135M 1.98% -30,609 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 932,801 shares; 2024Q4: 1,011,035 shares; 2025Q1: 1,011,035 shares; 2025Q2: 1,118,621 shares; 2025Q3: 1,137,684 shares; 2025Q4: 1,180,477 shares; 2026Q1: 1,157,612 shares 1,157,612 $104M 1.52% -22,865 Timeline IG PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,034,094 shares; 2024Q4: 2,137,920 shares; 2025Q1: 2,137,920 shares; 2025Q2: 2,558,134 shares; 2025Q3: 3,108,813 shares; 2025Q4: 4,157,920 shares; 2026Q1: 4,852,973 shares 4,852,973 $100M 1.47% +695,053 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 312,821 shares; 2024Q4: 320,175 shares; 2025Q1: 323,340 shares; 2025Q2: 365,091 shares; 2025Q3: 388,113 shares; 2025Q4: 426,065 shares; 2026Q1: 480,360 shares 480,360 $83.8M 1.23% +54,295 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,555 shares; 2024Q4: 150,417 shares; 2025Q1: 151,078 shares; 2025Q2: 176,720 shares; 2025Q3: 191,661 shares; 2025Q4: 202,408 shares; 2026Q1: 223,933 shares 223,933 $82.9M 1.22% +21,525 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202,881 shares; 2024Q4: 219,761 shares; 2025Q1: 221,261 shares; 2025Q2: 245,764 shares; 2025Q3: 262,373 shares; 2025Q4: 289,790 shares; 2026Q1: 314,960 shares 314,960 $79.9M 1.17% +25,170 Timeline PY PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 846,030 shares; 2024Q4: 876,530 shares; 2025Q1: 876,755 shares; 2025Q2: 684,709 shares; 2025Q3: 933,336 shares; 2025Q4: 1,157,632 shares; 2026Q1: 1,428,413 shares 1,428,413 $73.5M 1.08% +270,781 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 322,535 shares; 2024Q4: 337,046 shares; 2025Q1: 337,046 shares; 2025Q2: 733,140 shares; 2025Q3: 736,567 shares; 2025Q4: 627,649 shares; 2026Q1: 702,083 shares 702,083 $71.8M 1.05% +74,434 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 262,102 shares; 2024Q4: 267,627 shares; 2025Q1: 269,503 shares; 2025Q2: 303,233 shares; 2025Q3: 315,536 shares; 2025Q4: 323,352 shares; 2026Q1: 338,859 shares 338,859 $70.6M 1.04% +15,507 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 707,417 shares; 2024Q4: 802,689 shares; 2025Q1: 802,689 shares; 2025Q2: 999,568 shares; 2025Q3: 933,131 shares; 2025Q4: 833,868 shares; 2026Q1: 866,610 shares 866,610 $66.3M 0.97% +32,742 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,217 shares; 2024Q4: 165,805 shares; 2025Q1: 165,941 shares; 2025Q2: 178,911 shares; 2025Q3: 175,983 shares; 2025Q4: 179,752 shares; 2026Q1: 182,403 shares 182,403 $65M 0.95% +2,651 Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 731,823 shares; 2024Q4: 849,222 shares; 2025Q1: 849,822 shares; 2025Q2: 1,442,664 shares; 2025Q3: 2,112,828 shares; 2025Q4: 2,872,059 shares; 2026Q1: 3,336,359 shares 3,336,359 $63.3M 0.93% +464,300 Timeline GCOR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 702,848 shares; 2024Q4: 756,943 shares; 2025Q1: 756,943 shares; 2025Q2: 1,197,922 shares; 2025Q3: 1,312,863 shares; 2025Q4: 1,317,711 shares; 2026Q1: 1,445,620 shares 1,445,620 $59.7M 0.88% +127,909 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,473,731 shares; 2024Q4: 676,062 shares; 2025Q1: 676,722 shares; 2025Q2: 607,789 shares; 2025Q3: 561,976 shares; 2025Q4: 518,847 shares; 2026Q1: 638,337 shares 638,337 $57.8M 0.85% +119,490 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 582,908 shares; 2024Q4: 709,247 shares; 2025Q1: 709,753 shares; 2025Q2: 756,255 shares; 2025Q3: 801,214 shares; 2025Q4: 813,736 shares; 2026Q1: 803,495 shares 803,495 $56M 0.82% -10,241 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,853 shares; 2024Q4: 170,874 shares; 2025Q1: 171,254 shares; 2025Q2: 181,452 shares; 2025Q3: 194,972 shares; 2025Q4: 192,530 shares; 2026Q1: 194,773 shares 194,773 $56M 0.82% +2,243 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 355,666 shares; 2024Q4: 519,300 shares; 2025Q1: 519,300 shares; 2025Q2: 926,697 shares; 2025Q3: 1,176,065 shares; 2025Q4: 1,301,886 shares; 2026Q1: 1,368,975 shares 1,368,975 $54.9M 0.8% +67,089 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,964 shares; 2024Q4: 126,084 shares; 2025Q1: 126,084 shares; 2025Q2: 145,769 shares; 2025Q3: 155,275 shares; 2025Q4: 157,844 shares; 2026Q1: 170,307 shares 170,307 $54.6M 0.8% +12,463 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: 39,741 shares; 2024Q4: 1,355,447 shares; 2025Q1: 1,357,885 shares; 2025Q2: 1,413,404 shares; 2025Q3: 1,501,036 shares; 2025Q4: 1,582,458 shares; 2026Q1: 1,949,070 shares 1,949,070 $51.9M 0.76% +366,612 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 295,818 shares; 2024Q4: 327,431 shares; 2025Q1: 328,164 shares; 2025Q2: 268,461 shares; 2025Q3: 264,525 shares; 2025Q4: 361,345 shares; 2026Q1: 396,724 shares 396,724 $49.3M 0.72% +35,379 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 321,536 shares; 2024Q4: 336,510 shares; 2025Q1: 336,715 shares; 2025Q2: 384,442 shares; 2025Q3: 418,180 shares; 2025Q4: 434,711 shares; 2026Q1: 422,113 shares 422,113 $47.7M 0.7% -12,598 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,257 shares; 2024Q4: 5,868 shares; 2025Q1: 5,874 shares; 2025Q2: 31,324 shares; 2025Q3: 86,652 shares; 2025Q4: 149,048 shares; 2026Q1: 212,930 shares 212,930 $44.3M 0.65% +63,882 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,076,844 shares; 2024Q4: 1,157,566 shares; 2025Q1: 1,157,566 shares; 2025Q2: 1,088,092 shares; 2025Q3: 1,009,846 shares; 2025Q4: 945,892 shares; 2026Q1: 1,006,889 shares 1,006,889 $43.4M 0.64% +60,997 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,177 shares; 2024Q4: 793,563 shares; 2025Q1: 793,603 shares; 2025Q2: 1,324,545 shares; 2025Q3: 1,279,964 shares; 2025Q4: 1,359,101 shares; 2026Q1: 1,474,680 shares 1,474,680 $43M 0.63% +115,579 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,916 shares; 2024Q4: 690,887 shares; 2025Q1: 690,887 shares; 2025Q2: 438,386 shares; 2025Q3: 475,828 shares; 2025Q4: 506,449 shares; 2026Q1: 496,389 shares 496,389 $41.5M 0.61% -10,060 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,272 shares; 2024Q4: 51,352 shares; 2025Q1: 51,537 shares; 2025Q2: 60,881 shares; 2025Q3: 64,452 shares; 2025Q4: 68,016 shares; 2026Q1: 71,947 shares 71,947 $41.2M 0.6% +3,931 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,931 shares; 2024Q4: 140,087 shares; 2025Q1: 140,087 shares; 2025Q2: 304,934 shares; 2025Q3: 348,963 shares; 2025Q4: 306,857 shares; 2026Q1: 254,203 shares 254,203 $39.4M 0.58% -52,654 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,712 shares; 2024Q4: 86,315 shares; 2025Q1: 86,447 shares; 2025Q2: 109,731 shares; 2025Q3: 106,459 shares; 2025Q4: 113,334 shares; 2026Q1: 126,181 shares 126,181 $39.1M 0.57% +12,847 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,755 shares; 2024Q4: 102,609 shares; 2025Q1: 103,361 shares; 2025Q2: 108,948 shares; 2025Q3: 110,698 shares; 2025Q4: 122,239 shares; 2026Q1: 130,477 shares 130,477 $37.4M 0.55% +8,238 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 415,109 shares; 2024Q4: 413,665 shares; 2025Q1: 413,706 shares; 2025Q2: 466,172 shares; 2025Q3: 451,090 shares; 2025Q4: 425,900 shares; 2026Q1: 425,599 shares 425,599 $36.9M 0.54% -301 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: 113,795 shares; 2024Q4: 113,057 shares; 2025Q1: 113,167 shares; 2025Q2: 172,478 shares; 2025Q3: 231,823 shares; 2025Q4: 279,584 shares; 2026Q1: 370,956 shares 370,956 $35.2M 0.52% +91,372 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211,407 shares; 2024Q4: 213,145 shares; 2025Q1: 213,145 shares; 2025Q2: 242,264 shares; 2025Q3: 251,884 shares; 2025Q4: 255,255 shares; 2026Q1: 278,631 shares 278,631 $34.9M 0.51% +23,376 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 364,228 shares; 2024Q4: 448,632 shares; 2025Q1: 450,973 shares; 2025Q2: 491,118 shares; 2025Q3: 493,104 shares; 2025Q4: 486,009 shares; 2026Q1: 498,917 shares 498,917 $32M 0.47% +12,908 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,045 shares; 2024Q4: 77,193 shares; 2025Q1: 77,523 shares; 2025Q2: 88,215 shares; 2025Q3: 91,968 shares; 2025Q4: 96,932 shares; 2026Q1: 102,594 shares 102,594 $30.2M 0.44% +5,662 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 283,355 shares; 2024Q4: 374,079 shares; 2025Q1: 374,079 shares; 2025Q2: 350,471 shares; 2025Q3: 392,152 shares; 2025Q4: 398,501 shares; 2026Q1: 407,882 shares 407,882 $30M 0.44% +9,381 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 216,333 shares; 2024Q4: 225,773 shares; 2025Q1: 227,468 shares; 2025Q2: 352,428 shares; 2025Q3: 563,417 shares; 2025Q4: 775,899 shares; 2026Q1: 1,303,146 shares 1,303,146 $29.9M 0.44% +527,247 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,304 shares; 2024Q4: 142,957 shares; 2025Q1: 144,176 shares; 2025Q2: 135,372 shares; 2025Q3: 142,587 shares; 2025Q4: 150,849 shares; 2026Q1: 147,560 shares 147,560 $29M 0.42% -3,289 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230,988 shares; 2024Q4: 400,685 shares; 2025Q1: 402,054 shares; 2025Q2: 467,574 shares; 2025Q3: 524,695 shares; 2025Q4: 543,326 shares; 2026Q1: 614,297 shares 614,297 $28.4M 0.42% +70,971 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,004 shares; 2024Q4: 143,452 shares; 2025Q1: 143,556 shares; 2025Q2: 124,400 shares; 2025Q3: 131,894 shares; 2025Q4: 142,012 shares; 2026Q1: 127,933 shares 127,933 $27M 0.4% -14,079 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,708 shares; 2024Q4: 43,628 shares; 2025Q1: 43,663 shares; 2025Q2: 42,362 shares; 2025Q3: 43,860 shares; 2025Q4: 44,534 shares; 2026Q1: 46,772 shares 46,772 $27M 0.4% +2,238 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,519 shares; 2024Q4: 42,440 shares; 2025Q1: 42,729 shares; 2025Q2: 44,867 shares; 2025Q3: 46,708 shares; 2025Q4: 49,202 shares; 2026Q1: 53,557 shares 53,557 $25.7M 0.38% +4,355 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,105 shares; 2024Q4: 136,521 shares; 2025Q1: 136,498 shares; 2025Q2: 269,612 shares; 2025Q3: 319,887 shares; 2025Q4: 408,780 shares; 2026Q1: 427,852 shares 427,852 $24.9M 0.37% +19,072 Timeline APIE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226,263 shares; 2024Q4: 336,200 shares; 2025Q1: 336,200 shares; 2025Q2: 548,884 shares; 2025Q3: 608,977 shares; 2025Q4: 667,694 shares; 2026Q1: 694,896 shares 694,896 $24.5M 0.36% +27,202 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,300 shares; 2024Q4: 68,959 shares; 2025Q1: 69,269 shares; 2025Q2: 75,317 shares; 2025Q3: 77,863 shares; 2025Q4: 74,885 shares; 2026Q1: 80,335 shares 80,335 $24.3M 0.36% +5,450 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,117 shares; 2024Q4: 75,415 shares; 2025Q1: 75,580 shares; 2025Q2: 83,645 shares; 2025Q3: 75,774 shares; 2025Q4: 76,039 shares; 2026Q1: 70,981 shares 70,981 $24M 0.35% -5,058 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 335,113 shares; 2024Q4: 397,336 shares; 2025Q1: 398,768 shares; 2025Q2: 560,284 shares; 2025Q3: 620,587 shares; 2025Q4: 526,834 shares; 2026Q1: 411,371 shares 411,371 $23.3M 0.34% -115,463 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 399,740 shares; 2024Q4: 417,422 shares; 2025Q1: 417,422 shares; 2025Q2: 423,890 shares; 2025Q3: 456,845 shares; 2025Q4: 491,983 shares; 2026Q1: 502,063 shares 502,063 $22.9M 0.34% +10,080 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 219,259 shares; 2024Q4: 219,082 shares; 2025Q1: 220,868 shares; 2025Q2: 429,357 shares; 2025Q3: 672,795 shares; 2025Q4: 927,395 shares; 2026Q1: 1,212,564 shares 1,212,564 $22.8M 0.33% +285,169 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,680 shares; 2024Q4: 54,782 shares; 2025Q1: 55,037 shares; 2025Q2: 159,024 shares; 2025Q3: 156,585 shares; 2025Q4: 159,870 shares; 2026Q1: 157,681 shares 157,681 $22.5M 0.33% -2,189 Timeline SBAR 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: 2,324 shares; 2025Q3: 87,682 shares; 2025Q4: 437,425 shares; 2026Q1: 910,332 shares 910,332 $22.3M 0.33% +472,907 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: 373,185 shares; 2024Q4: 399,363 shares; 2025Q1: 399,363 shares; 2025Q2: 343,644 shares; 2025Q3: 360,581 shares; 2025Q4: 379,952 shares; 2026Q1: 395,286 shares 395,286 $21.9M 0.32% +15,334 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,189 shares; 2024Q4: 17,851 shares; 2025Q1: 17,907 shares; 2025Q2: 19,148 shares; 2025Q3: 19,450 shares; 2025Q4: 21,305 shares; 2026Q1: 23,156 shares 23,156 $21.3M 0.31% +1,851 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,976 shares; 2024Q4: 59,323 shares; 2025Q1: 59,316 shares; 2025Q2: 88,152 shares; 2025Q3: 87,584 shares; 2025Q4: 108,994 shares; 2026Q1: 110,632 shares 110,632 $21.2M 0.31% +1,638 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,939 shares; 2024Q4: 131,932 shares; 2025Q1: 133,617 shares; 2025Q2: 172,205 shares; 2025Q3: 186,974 shares; 2025Q4: 220,883 shares; 2026Q1: 263,105 shares 263,105 $20.9M 0.31% +42,222 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,169 shares; 2024Q4: 54,704 shares; 2025Q1: 54,704 shares; 2025Q2: 277,649 shares; 2025Q3: 374,473 shares; 2025Q4: 375,218 shares; 2026Q1: 493,235 shares 493,235 $20M 0.29% +118,017 Timeline FNDE 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: 333,500 shares; 2024Q4: 354,140 shares; 2025Q1: 354,140 shares; 2025Q2: 468,365 shares; 2025Q3: 436,861 shares; 2025Q4: 475,659 shares; 2026Q1: 513,907 shares 513,907 $19.7M 0.29% +38,248 Timeline APCB TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,946 shares; 2024Q4: 279,445 shares; 2025Q1: 279,445 shares; 2025Q2: 478,359 shares; 2025Q3: 598,469 shares; 2025Q4: 648,211 shares; 2026Q1: 659,492 shares 659,492 $19.4M 0.28% +11,281 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,860 shares; 2024Q4: 195,529 shares; 2025Q1: 195,586 shares; 2025Q2: 261,156 shares; 2025Q3: 292,729 shares; 2025Q4: 246,907 shares; 2026Q1: 237,492 shares 237,492 $18.9M 0.28% -9,415 Timeline XMMO 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: 24,439 shares; 2024Q4: 248,852 shares; 2025Q1: 248,852 shares; 2025Q2: 34,560 shares; 2025Q3: 63,348 shares; 2025Q4: 69,627 shares; 2026Q1: 127,717 shares 127,717 $18.5M 0.27% +58,090 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,242 shares; 2024Q4: 91,519 shares; 2025Q1: 91,683 shares; 2025Q2: 100,486 shares; 2025Q3: 105,404 shares; 2025Q4: 109,077 shares; 2026Q1: 109,151 shares 109,151 $18.5M 0.27% +74 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,145 shares; 2024Q4: 17,767 shares; 2025Q1: 17,767 shares; 2025Q2: 19,872 shares; 2025Q3: 20,217 shares; 2025Q4: 24,143 shares; 2026Q1: 28,295 shares 28,295 $18.4M 0.27% +4,152 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206,271 shares; 2024Q4: 219,592 shares; 2025Q1: 219,790 shares; 2025Q2: 157,124 shares; 2025Q3: 156,746 shares; 2025Q4: 132,869 shares; 2026Q1: 282,202 shares 282,202 $17.7M 0.26% +149,333 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: 1,052,009 shares; 2024Q4: 1,104,897 shares; 2025Q1: 1,110,269 shares; 2025Q2: 1,042,214 shares; 2025Q3: 988,061 shares; 2025Q4: 1,002,702 shares; 2026Q1: 1,028,435 shares 1,028,435 $17.6M 0.26% +25,733 Timeline XYLD 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: 408,501 shares; 2024Q4: 413,191 shares; 2025Q1: 415,590 shares; 2025Q2: 417,860 shares; 2025Q3: 428,043 shares; 2025Q4: 432,679 shares; 2026Q1: 447,763 shares 447,763 $17.5M 0.26% +15,084 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,851 shares; 2024Q4: 27,858 shares; 2025Q1: 28,074 shares; 2025Q2: 33,076 shares; 2025Q3: 36,337 shares; 2025Q4: 41,361 shares; 2026Q1: 47,087 shares 47,087 $17.5M 0.26% +5,726 Timeline CMDY 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: 211,557 shares; 2024Q4: 225,401 shares; 2025Q1: 225,401 shares; 2025Q2: 253,016 shares; 2025Q3: 268,906 shares; 2025Q4: 287,546 shares; 2026Q1: 286,107 shares 286,107 $17M 0.25% -1,439 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 346,962 shares; 2024Q4: 201 shares; 2025Q1: 201 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 220,752 shares; 2026Q1: 183,193 shares 183,193 $17M 0.25% -37,559 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,291 shares; 2024Q4: 290,724 shares; 2025Q1: 290,724 shares; 2025Q2: 691,363 shares; 2025Q3: 681,154 shares; 2025Q4: 588,939 shares; 2026Q1: 603,952 shares 603,952 $16.8M 0.25% +15,013 Timeline GIGB 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: 273,406 shares; 2024Q4: 290,494 shares; 2025Q1: 290,494 shares; 2025Q2: 324,781 shares; 2025Q3: 336,508 shares; 2025Q4: 336,075 shares; 2026Q1: 365,151 shares 365,151 $16.7M 0.25% +29,076 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,881 shares; 2024Q4: 37,192 shares; 2025Q1: 37,250 shares; 2025Q2: 51,032 shares; 2025Q3: 55,803 shares; 2025Q4: 62,517 shares; 2026Q1: 66,416 shares 66,416 $16.2M 0.24% +3,899 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,031 shares; 2024Q4: 103,402 shares; 2025Q1: 103,764 shares; 2025Q2: 117,283 shares; 2025Q3: 117,095 shares; 2025Q4: 134,037 shares; 2026Q1: 130,318 shares 130,318 $16.2M 0.24% -3,719 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,701 shares; 2024Q4: 30,552 shares; 2025Q1: 30,552 shares; 2025Q2: 28,822 shares; 2025Q3: 30,210 shares; 2025Q4: 29,791 shares; 2026Q1: 32,388 shares 32,388 $16.2M 0.24% +2,597 Timeline BYRE PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221,223 shares; 2024Q4: 232,662 shares; 2025Q1: 232,662 shares; 2025Q2: 324,938 shares; 2025Q3: 452,742 shares; 2025Q4: 573,727 shares; 2026Q1: 639,174 shares 639,174 $16M 0.24% +65,447 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,214 shares; 2024Q4: 187,832 shares; 2025Q1: 189,385 shares; 2025Q2: 225,079 shares; 2025Q3: 197,882 shares; 2025Q4: 203,709 shares; 2026Q1: 317,052 shares 317,052 $15.9M 0.23% +113,343 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,461 shares; 2024Q4: 39,572 shares; 2025Q1: 39,572 shares; 2025Q2: 48,092 shares; 2025Q3: 52,467 shares; 2025Q4: 56,201 shares; 2026Q1: 57,682 shares 57,682 $15.7M 0.23% +1,481 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,017 shares; 2024Q4: 70,095 shares; 2025Q1: 70,759 shares; 2025Q2: 70,137 shares; 2025Q3: 73,706 shares; 2025Q4: 73,634 shares; 2026Q1: 75,457 shares 75,457 $15.5M 0.23% +1,823 Timeline PQDI PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 492,419 shares; 2024Q4: 508,096 shares; 2025Q1: 508,096 shares; 2025Q2: 485,359 shares; 2025Q3: 515,838 shares; 2025Q4: 734,899 shares; 2026Q1: 805,985 shares 805,985 $15.5M 0.23% +71,086 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: 10,308 shares; 2024Q4: 162,735 shares; 2025Q1: 162,735 shares; 2025Q2: 17,642 shares; 2025Q3: 109,086 shares; 2025Q4: 67,305 shares; 2026Q1: 62,380 shares 62,380 $15.5M 0.23% -4,925 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,035,884 shares; 2024Q4: 1,055,303 shares; 2025Q1: 1,058,660 shares; 2025Q2: 1,134,479 shares; 2025Q3: 1,151,738 shares; 2025Q4: 1,133,857 shares; 2026Q1: 1,120,472 shares 1,120,472 $15.5M 0.23% -13,385 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,028 shares; 2024Q4: 64,567 shares; 2025Q1: 64,772 shares; 2025Q2: 156,394 shares; 2025Q3: 202,883 shares; 2025Q4: 196,982 shares; 2026Q1: 139,735 shares 139,735 $15.2M 0.22% -57,247 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196,436 shares; 2024Q4: 227,348 shares; 2025Q1: 227,348 shares; 2025Q2: 272,431 shares; 2025Q3: 240,572 shares; 2025Q4: 296,898 shares; 2026Q1: 357,215 shares 357,215 $15.2M 0.22% +60,317 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,428 shares; 2024Q4: 51,630 shares; 2025Q1: 51,719 shares; 2025Q2: 58,102 shares; 2025Q3: 65,000 shares; 2025Q4: 69,662 shares; 2026Q1: 73,379 shares 73,379 $15.2M 0.22% +3,717 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,379 shares; 2024Q4: 24,544 shares; 2025Q1: 24,549 shares; 2025Q2: 20,319 shares; 2025Q3: 20,819 shares; 2025Q4: 24,288 shares; 2026Q1: 137,329 shares 137,329 $15.2M 0.22% +113,041 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,232 shares; 2024Q4: 150,169 shares; 2025Q1: 150,635 shares; 2025Q2: 177,243 shares; 2025Q3: 178,498 shares; 2025Q4: 181,177 shares; 2026Q1: 181,984 shares 181,984 $15.1M 0.22% +807 Timeline GEM 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: 227,140 shares; 2024Q4: 238,464 shares; 2025Q1: 238,464 shares; 2025Q2: 318,162 shares; 2025Q3: 331,224 shares; 2025Q4: 332,219 shares; 2026Q1: 347,331 shares 347,331 $15M 0.22% +15,112 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,032 shares; 2024Q4: 44,066 shares; 2025Q1: 45,072 shares; 2025Q2: 41,617 shares; 2025Q3: 44,310 shares; 2025Q4: 44,259 shares; 2026Q1: 51,940 shares 51,940 $14.9M 0.22% +7,681 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: 425,985 shares; 2024Q4: 438,915 shares; 2025Q1: 443,607 shares; 2025Q2: 493,298 shares; 2025Q3: 589,221 shares; 2025Q4: 638,775 shares; 2026Q1: 680,970 shares 680,970 $14.6M 0.21% +42,195 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,911 shares; 2024Q4: 30,842 shares; 2025Q1: 30,844 shares; 2025Q2: 44,706 shares; 2025Q3: 42,346 shares; 2025Q4: 40,746 shares; 2026Q1: 40,925 shares 40,925 $14M 0.21% +179 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206,459 shares; 2024Q4: 217,139 shares; 2025Q1: 218,547 shares; 2025Q2: 229,457 shares; 2025Q3: 242,833 shares; 2025Q4: 248,237 shares; 2026Q1: 256,189 shares 256,189 $13.8M 0.2% +7,952 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,310 shares; 2024Q4: 19,242 shares; 2025Q1: 19,310 shares; 2025Q2: 20,827 shares; 2025Q3: 21,520 shares; 2025Q4: 21,191 shares; 2026Q1: 19,442 shares 19,442 $13.8M 0.2% -1,749 Timeline GGUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 98,749 shares; 2025Q3: 210,808 shares; 2025Q4: 214,241 shares; 2026Q1: 235,630 shares 235,630 $13.7M 0.2% +21,389 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,715 shares; 2024Q4: 62,753 shares; 2025Q1: 62,753 shares; 2025Q2: 74,127 shares; 2025Q3: 76,547 shares; 2025Q4: 76,062 shares; 2026Q1: 82,184 shares 82,184 $13.6M 0.2% +6,122 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: 142,824 shares; 2024Q4: 165,656 shares; 2025Q1: 165,656 shares; 2025Q2: 242,475 shares; 2025Q3: 302,078 shares; 2025Q4: 437,990 shares; 2026Q1: 498,585 shares 498,585 $13.5M 0.2% +60,595 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: 23,547 shares; 2024Q4: 24,775 shares; 2025Q1: 24,775 shares; 2025Q2: 35,617 shares; 2025Q3: 45,458 shares; 2025Q4: 62,399 shares; 2026Q1: 71,606 shares 71,606 $13.2M 0.19% +9,207 Timeline GSID GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 186,822 shares 186,822 $13.1M 0.19% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,320 shares; 2024Q4: 15,268 shares; 2025Q1: 15,268 shares; 2025Q2: 19,463 shares; 2025Q3: 21,421 shares; 2025Q4: 21,941 shares; 2026Q1: 21,697 shares 21,697 $13M 0.19% -244 Timeline SPIB 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: 337,877 shares; 2024Q4: 257,280 shares; 2025Q1: 257,280 shares; 2025Q2: 243,250 shares; 2025Q3: 289,452 shares; 2025Q4: 394,576 shares; 2026Q1: 385,158 shares 385,158 $12.9M 0.19% -9,418 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,180 shares; 2024Q4: 133,843 shares; 2025Q1: 133,843 shares; 2025Q2: 143,926 shares; 2025Q3: 152,070 shares; 2025Q4: 135,839 shares; 2026Q1: 137,142 shares 137,142 $12.9M 0.19% +1,303 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,645 shares; 2024Q4: 219,198 shares; 2025Q1: 219,198 shares; 2025Q2: 267,142 shares; 2025Q3: 244,616 shares; 2025Q4: 291,627 shares; 2026Q1: 335,328 shares 335,328 $12.9M 0.19% +43,701 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,964 shares; 2024Q4: 43,097 shares; 2025Q1: 43,624 shares; 2025Q2: 96,369 shares; 2025Q3: 105,043 shares; 2025Q4: 107,533 shares; 2026Q1: 111,670 shares 111,670 $12.9M 0.19% +4,137 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,442 shares; 2024Q4: 45,690 shares; 2025Q1: 45,740 shares; 2025Q2: 57,871 shares; 2025Q3: 59,351 shares; 2025Q4: 64,569 shares; 2026Q1: 58,517 shares 58,517 $12.7M 0.19% -6,052 Timeline HIGH 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: 282,114 shares; 2024Q4: 327,452 shares; 2025Q1: 327,452 shares; 2025Q2: 463,219 shares; 2025Q3: 520,839 shares; 2025Q4: 599,795 shares; 2026Q1: 588,013 shares 588,013 $12.5M 0.18% -11,782 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,926 shares; 2024Q4: 39,439 shares; 2025Q1: 39,518 shares; 2025Q2: 52,816 shares; 2025Q3: 54,444 shares; 2025Q4: 63,274 shares; 2026Q1: 63,855 shares 63,855 $12.3M 0.18% +581 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 891,373 shares; 2024Q4: 932,737 shares; 2025Q1: 932,737 shares; 2025Q2: 374,999 shares; 2025Q3: 392,451 shares; 2025Q4: 427,435 shares; 2026Q1: 464,406 shares 464,406 $12.2M 0.18% +36,971 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: 23,477 shares; 2024Q4: 21,414 shares; 2025Q1: 21,436 shares; 2025Q2: 81,707 shares; 2025Q3: 160,957 shares; 2025Q4: 249,855 shares; 2026Q1: 364,570 shares 364,570 $12M 0.18% +114,715 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,630 shares; 2024Q4: 20,869 shares; 2025Q1: 20,954 shares; 2025Q2: 30,399 shares; 2025Q3: 30,058 shares; 2025Q4: 29,224 shares; 2026Q1: 36,341 shares 36,341 $12M 0.18% +7,117 Timeline FELG 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: 114 shares; 2024Q4: 1,789 shares; 2025Q1: 1,789 shares; 2025Q2: 185,403 shares; 2025Q3: 220,170 shares; 2025Q4: 238,138 shares; 2026Q1: 310,594 shares 310,594 $11.6M 0.17% +72,456 Timeline BLCV BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 314,366 shares 314,366 $11.4M 0.17% new Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,344 shares; 2024Q4: 83,957 shares; 2025Q1: 84,057 shares; 2025Q2: 101,668 shares; 2025Q3: 108,865 shares; 2025Q4: 111,992 shares; 2026Q1: 120,420 shares 120,420 $11.3M 0.17% +8,428 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,999 shares; 2024Q4: 9,262 shares; 2025Q1: 9,284 shares; 2025Q2: 11,579 shares; 2025Q3: 12,058 shares; 2025Q4: 11,946 shares; 2026Q1: 11,278 shares 11,278 $11.2M 0.16% -668 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: 142,466 shares; 2024Q4: 156,347 shares; 2025Q1: 156,464 shares; 2025Q2: 163,065 shares; 2025Q3: 168,834 shares; 2025Q4: 186,582 shares; 2026Q1: 229,178 shares 229,178 $11.2M 0.16% +42,596 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 264,921 shares; 2025Q4: 378,269 shares; 2026Q1: 442,727 shares 442,727 $11.2M 0.16% +64,458 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,480 shares; 2024Q4: 22,502 shares; 2025Q1: 22,582 shares; 2025Q2: 31,053 shares; 2025Q3: 32,810 shares; 2025Q4: 33,177 shares; 2026Q1: 29,194 shares 29,194 $11.2M 0.16% -3,983 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,421 shares; 2024Q4: 178,111 shares; 2025Q1: 178,111 shares; 2025Q2: 181,884 shares; 2025Q3: 148,156 shares; 2025Q4: 151,349 shares; 2026Q1: 163,729 shares 163,729 $11.1M 0.16% +12,380 Timeline SPLB 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: 62,986 shares; 2024Q4: 80,751 shares; 2025Q1: 99,586 shares; 2025Q2: 141,937 shares; 2025Q3: 145,599 shares; 2025Q4: 159,929 shares; 2026Q1: 496,638 shares 496,638 $11M 0.16% +336,709 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,440 shares; 2024Q4: 152,250 shares; 2025Q1: 152,450 shares; 2025Q2: 213,252 shares; 2025Q3: 265,658 shares; 2025Q4: 296,491 shares; 2026Q1: 328,693 shares 328,693 $11M 0.16% +32,202 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,833 shares; 2024Q4: 113,442 shares; 2025Q1: 113,442 shares; 2025Q2: 129,906 shares; 2025Q3: 130,646 shares; 2025Q4: 147,416 shares; 2026Q1: 133,254 shares 133,254 $10.6M 0.16% -14,162 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,005 shares; 2024Q4: 106,126 shares; 2025Q1: 106,496 shares; 2025Q2: 126,766 shares; 2025Q3: 130,739 shares; 2025Q4: 137,974 shares; 2026Q1: 139,040 shares 139,040 $10.6M 0.16% +1,066 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,248 shares; 2024Q4: 112,794 shares; 2025Q1: 114,928 shares; 2025Q2: 112,647 shares; 2025Q3: 116,116 shares; 2025Q4: 113,406 shares; 2026Q1: 115,595 shares 115,595 $10.6M 0.15% +2,189 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,042 shares; 2024Q4: 35,098 shares; 2025Q1: 35,098 shares; 2025Q2: 46,853 shares; 2025Q3: 51,144 shares; 2025Q4: 60,498 shares; 2026Q1: 65,866 shares 65,866 $10.5M 0.15% +5,368 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: 17,866 shares; 2024Q4: 15,488 shares; 2025Q1: 15,488 shares; 2025Q2: 120,292 shares; 2025Q3: 128,706 shares; 2025Q4: 131,430 shares; 2026Q1: 134,993 shares 134,993 $10.4M 0.15% +3,563 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,623 shares; 2024Q4: 2,311 shares; 2025Q1: 2,313 shares; 2025Q2: 2,383 shares; 2025Q3: 2,346 shares; 2025Q4: 2,237 shares; 2026Q1: 2,456 shares 2,456 $10.3M 0.15% +219 Timeline APMU TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,845 shares; 2024Q4: 159,095 shares; 2025Q1: 159,095 shares; 2025Q2: 229,836 shares; 2025Q3: 300,469 shares; 2025Q4: 390,984 shares; 2026Q1: 411,841 shares 411,841 $10.3M 0.15% +20,857 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44 shares; 2025Q3: 18 shares; 2025Q4: not reported; 2026Q1: 282,972 shares 282,972 $10.2M 0.15% new 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: 137,014 shares; 2024Q4: 143,865 shares; 2025Q1: 144,334 shares; 2025Q2: 147,965 shares; 2025Q3: 157,205 shares; 2025Q4: 154,188 shares; 2026Q1: 151,872 shares 151,872 $10.2M 0.15% -2,316 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,333 shares; 2024Q4: 8,342 shares; 2025Q1: 8,407 shares; 2025Q2: 9,226 shares; 2025Q3: 9,716 shares; 2025Q4: 96,571 shares; 2026Q1: 105,564 shares 105,564 $10.2M 0.15% +8,993 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,302 shares; 2024Q4: 11,782 shares; 2025Q1: 11,782 shares; 2025Q2: 177,912 shares; 2025Q3: 184,968 shares; 2025Q4: 194,851 shares; 2026Q1: 202,877 shares 202,877 $10.1M 0.15% +8,026 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,657 shares; 2025Q1: 30,707 shares; 2025Q2: 51,218 shares; 2025Q3: 55,475 shares; 2025Q4: 60,252 shares; 2026Q1: 47,086 shares 47,086 $10.1M 0.15% -13,166 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,597 shares; 2024Q4: 140,172 shares; 2025Q1: 140,573 shares; 2025Q2: 122,456 shares; 2025Q3: 131,299 shares; 2025Q4: 141,052 shares; 2026Q1: 142,235 shares 142,235 $9.71M 0.14% +1,183 Timeline BUCK 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: 754 shares; 2024Q4: 2,889 shares; 2025Q1: 2,889 shares; 2025Q2: 105,606 shares; 2025Q3: 122,208 shares; 2025Q4: 204,192 shares; 2026Q1: 411,536 shares 411,536 $9.67M 0.14% +207,344 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,820 shares; 2024Q4: 91,082 shares; 2025Q1: 93,319 shares; 2025Q2: 88,181 shares; 2025Q3: 89,691 shares; 2025Q4: 88,242 shares; 2026Q1: 103,483 shares 103,483 $9.6M 0.14% +15,241 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,173 shares; 2024Q4: 46,384 shares; 2025Q1: 47,618 shares; 2025Q2: 34,695 shares; 2025Q3: 36,286 shares; 2025Q4: 37,145 shares; 2026Q1: 36,590 shares 36,590 $9.58M 0.14% -555 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,369 shares; 2024Q4: 2,933 shares; 2025Q1: 10,384 shares; 2025Q2: 12,007 shares; 2025Q3: 17,126 shares; 2025Q4: 17,346 shares; 2026Q1: 105,011 shares 105,011 $9.46M 0.14% +87,665 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,111 shares; 2024Q4: 90,837 shares; 2025Q1: 94,525 shares; 2025Q2: 115,486 shares; 2025Q3: 160,864 shares; 2025Q4: 187,596 shares; 2026Q1: 194,438 shares 194,438 $9.34M 0.14% +6,842 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 289,171 shares 289,171 $9.3M 0.14% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,562 shares; 2024Q4: 55,378 shares; 2025Q1: 55,383 shares; 2025Q2: 46,013 shares; 2025Q3: 52,081 shares; 2025Q4: 56,675 shares; 2026Q1: 63,194 shares 63,194 $9.24M 0.14% +6,519 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,402 shares; 2024Q4: 63,251 shares; 2025Q1: 63,387 shares; 2025Q2: 74,837 shares; 2025Q3: 77,473 shares; 2025Q4: 88,265 shares; 2026Q1: 85,630 shares 85,630 $9.09M 0.13% -2,635 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,923 shares; 2024Q4: 41,371 shares; 2025Q1: 41,546 shares; 2025Q2: 47,399 shares; 2025Q3: 61,183 shares; 2025Q4: 60,965 shares; 2026Q1: 59,993 shares 59,993 $8.88M 0.13% -972 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,519 shares; 2025Q3: 131,222 shares; 2025Q4: 216,892 shares; 2026Q1: 267,902 shares 267,902 $8.83M 0.13% +51,010 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,059 shares; 2024Q4: 135,060 shares; 2025Q1: 135,279 shares; 2025Q2: 139,689 shares; 2025Q3: 148,175 shares; 2025Q4: 160,922 shares; 2026Q1: 175,499 shares 175,499 $8.81M 0.13% +14,577 Timeline PSET PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 272,169 shares; 2024Q4: 277,335 shares; 2025Q1: 277,535 shares; 2025Q2: 390,157 shares; 2025Q3: 367,369 shares; 2025Q4: 122,263 shares; 2026Q1: 125,745 shares 125,745 $8.75M 0.13% +3,482 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,298 shares; 2024Q4: 50,070 shares; 2025Q1: 50,120 shares; 2025Q2: 41,452 shares; 2025Q3: 47,246 shares; 2025Q4: 56,475 shares; 2026Q1: 72,670 shares 72,670 $8.74M 0.13% +16,195 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,346 shares; 2024Q4: 8,046 shares; 2025Q1: 8,046 shares; 2025Q2: 10,144 shares; 2025Q3: 9,918 shares; 2025Q4: 11,032 shares; 2026Q1: 10,316 shares 10,316 $8.73M 0.13% -716 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,032 shares; 2024Q4: 63,921 shares; 2025Q1: 64,042 shares; 2025Q2: 99,707 shares; 2025Q3: 104,351 shares; 2025Q4: 113,404 shares; 2026Q1: 112,350 shares 112,350 $8.72M 0.13% -1,054 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,623 shares; 2024Q4: 10,268 shares; 2025Q1: 10,301 shares; 2025Q2: 13,125 shares; 2025Q3: 15,481 shares; 2025Q4: 17,792 shares; 2026Q1: 20,189 shares 20,189 $8.69M 0.13% +2,397 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 530,957 shares; 2024Q4: 553,448 shares; 2025Q1: 557,451 shares; 2025Q2: 629,276 shares; 2025Q3: 652,755 shares; 2025Q4: 643,122 shares; 2026Q1: 615,740 shares 615,740 $8.42M 0.12% -27,382 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,607 shares; 2024Q4: 110,503 shares; 2025Q1: 111,843 shares; 2025Q2: 137,360 shares; 2025Q3: 155,831 shares; 2025Q4: 171,832 shares; 2026Q1: 178,748 shares 178,748 $8.34M 0.12% +6,916 Timeline SDIV 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: 285 shares; 2024Q4: 3,515 shares; 2025Q1: 3,515 shares; 2025Q2: 87,453 shares; 2025Q3: 185,466 shares; 2025Q4: 275,101 shares; 2026Q1: 330,082 shares 330,082 $8.34M 0.12% +54,981 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,972 shares; 2024Q4: 3,747 shares; 2025Q1: 3,747 shares; 2025Q2: 5,535 shares; 2025Q3: 5,764 shares; 2025Q4: 7,226 shares; 2026Q1: 5,633 shares 5,633 $8.29M 0.12% -1,593 Timeline AGGH 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: 103,655 shares; 2024Q4: 24,942 shares; 2025Q1: 24,942 shares; 2025Q2: 112,846 shares; 2025Q3: 143,055 shares; 2025Q4: 213,832 shares; 2026Q1: 405,197 shares 405,197 $8.25M 0.12% +191,365 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,771 shares; 2024Q4: 15,524 shares; 2025Q1: 15,524 shares; 2025Q2: 19,114 shares; 2025Q3: 20,897 shares; 2025Q4: 23,486 shares; 2026Q1: 27,143 shares 27,143 $8.21M 0.12% +3,657 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,408 shares; 2024Q4: 99,987 shares; 2025Q1: 99,987 shares; 2025Q2: 190,592 shares; 2025Q3: 214,913 shares; 2025Q4: 216,058 shares; 2026Q1: 239,679 shares 239,679 $8.09M 0.12% +23,621 Timeline CDX 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: 2,036 shares; 2024Q4: 2,036 shares; 2025Q1: 2,036 shares; 2025Q2: 43,158 shares; 2025Q3: 110,359 shares; 2025Q4: 226,433 shares; 2026Q1: 378,392 shares 378,392 $8.07M 0.12% +151,959 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,547 shares; 2024Q4: 30,686 shares; 2025Q1: 30,686 shares; 2025Q2: 38,157 shares; 2025Q3: 40,032 shares; 2025Q4: 39,361 shares; 2026Q1: 97,229 shares 97,229 $8.03M 0.12% +57,868 Timeline GSSC 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: 77,240 shares; 2024Q4: 80,409 shares; 2025Q1: 80,409 shares; 2025Q2: 90,763 shares; 2025Q3: 95,506 shares; 2025Q4: 97,786 shares; 2026Q1: 106,209 shares 106,209 $7.92M 0.12% +8,423 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,017 shares; 2024Q4: 57,532 shares; 2025Q1: 57,532 shares; 2025Q2: 55,713 shares; 2025Q3: 62,926 shares; 2025Q4: 69,580 shares; 2026Q1: 82,381 shares 82,381 $7.89M 0.12% +12,801 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,035 shares; 2024Q4: 75,976 shares; 2025Q1: 75,976 shares; 2025Q2: 120,784 shares; 2025Q3: 176,578 shares; 2025Q4: 188,510 shares; 2026Q1: 198,983 shares 198,983 $7.85M 0.12% +10,473 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: 65,281 shares; 2025Q1: 65,281 shares; 2025Q2: 334,366 shares; 2025Q3: 336,044 shares; 2025Q4: 337,487 shares; 2026Q1: 314,744 shares 314,744 $7.81M 0.11% -22,743 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,532 shares; 2024Q4: 21,307 shares; 2025Q1: 21,640 shares; 2025Q2: 60,501 shares; 2025Q3: 82,766 shares; 2025Q4: 107,106 shares; 2026Q1: 88,496 shares 88,496 $7.8M 0.11% -18,610 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: 22,192 shares; 2024Q4: 26,328 shares; 2025Q1: 26,328 shares; 2025Q2: 38,800 shares; 2025Q3: 39,375 shares; 2025Q4: 44,550 shares; 2026Q1: 46,954 shares 46,954 $7.73M 0.11% +2,404 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,362 shares; 2024Q4: 72,058 shares; 2025Q1: 72,172 shares; 2025Q2: 67,132 shares; 2025Q3: 83,725 shares; 2025Q4: 89,856 shares; 2026Q1: 97,631 shares 97,631 $7.66M 0.11% +7,775 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: 347,263 shares; 2024Q4: 63,237 shares; 2025Q1: 63,512 shares; 2025Q2: 65,913 shares; 2025Q3: 69,547 shares; 2025Q4: 71,860 shares; 2026Q1: 69,063 shares 69,063 $7.62M 0.11% -2,797 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY 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: 161,689 shares; 2025Q4: 211,433 shares; 2026Q1: 248,519 shares 248,519 $7.58M 0.11% +37,086 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,862 shares; 2024Q4: 7,062 shares; 2025Q1: 7,062 shares; 2025Q2: 7,117 shares; 2025Q3: 7,078 shares; 2025Q4: 5,438 shares; 2026Q1: 154,675 shares 154,675 $7.53M 0.11% +149,237 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,678 shares; 2024Q4: 140,359 shares; 2025Q1: 140,359 shares; 2025Q2: 176,676 shares; 2025Q3: 169,468 shares; 2025Q4: 176,526 shares; 2026Q1: 186,892 shares 186,892 $7.51M 0.11% +10,366 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,417 shares; 2024Q4: 27,710 shares; 2025Q1: 27,753 shares; 2025Q2: 25,208 shares; 2025Q3: 24,543 shares; 2025Q4: 52,431 shares; 2026Q1: 122,380 shares 122,380 $7.5M 0.11% +69,949 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,411 shares; 2024Q4: 32,673 shares; 2025Q1: 32,673 shares; 2025Q2: 36,649 shares; 2025Q3: 36,692 shares; 2025Q4: 41,550 shares; 2026Q1: 39,907 shares 39,907 $7.45M 0.11% -1,643 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: 34,792 shares; 2024Q4: 40,050 shares; 2025Q1: 40,132 shares; 2025Q2: 44,839 shares; 2025Q3: 50,829 shares; 2025Q4: 54,941 shares; 2026Q1: 56,461 shares 56,461 $7.39M 0.11% +1,520 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,956 shares; 2024Q4: 4,759 shares; 2025Q1: 4,759 shares; 2025Q2: 7,056 shares; 2025Q3: 6,370 shares; 2025Q4: 7,433 shares; 2026Q1: 8,172 shares 8,172 $7.32M 0.11% +739 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,379 shares; 2024Q4: 133,688 shares; 2025Q1: 134,350 shares; 2025Q2: 161,585 shares; 2025Q3: 177,067 shares; 2025Q4: 205,612 shares; 2026Q1: 249,247 shares 249,247 $7.23M 0.11% +43,635 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: 35,596 shares; 2024Q4: 39,776 shares; 2025Q1: 39,872 shares; 2025Q2: 48,217 shares; 2025Q3: 46,944 shares; 2025Q4: 47,637 shares; 2026Q1: 56,105 shares 56,105 $7.23M 0.11% +8,468 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: 5,445 shares; 2024Q4: 5,384 shares; 2025Q1: 5,384 shares; 2025Q2: 305,342 shares; 2025Q3: 289,887 shares; 2025Q4: 270,747 shares; 2026Q1: 281,685 shares 281,685 $7.2M 0.11% +10,938 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,993 shares; 2024Q4: 9,508 shares; 2025Q1: 9,508 shares; 2025Q2: 11,964 shares; 2025Q3: 12,504 shares; 2025Q4: 12,546 shares; 2026Q1: 14,351 shares 14,351 $7.11M 0.1% +1,805 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: 40,959 shares; 2024Q4: 44,571 shares; 2025Q1: 44,571 shares; 2025Q2: 96,831 shares; 2025Q3: 104,222 shares; 2025Q4: 123,005 shares; 2026Q1: 146,725 shares 146,725 $7.09M 0.1% +23,720 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,852 shares; 2024Q4: 119,105 shares; 2025Q1: 119,105 shares; 2025Q2: 131,930 shares; 2025Q3: 129,798 shares; 2025Q4: 131,932 shares; 2026Q1: 139,937 shares 139,937 $6.98M 0.1% +8,005 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,930 shares; 2024Q4: 110,544 shares; 2025Q1: 110,644 shares; 2025Q2: 136,711 shares; 2025Q3: 143,720 shares; 2025Q4: 159,833 shares; 2026Q1: 142,687 shares 142,687 $6.96M 0.1% -17,146 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: 47,656 shares; 2024Q4: 59,314 shares; 2025Q1: 59,444 shares; 2025Q2: 64,975 shares; 2025Q3: 63,674 shares; 2025Q4: 69,091 shares; 2026Q1: 79,516 shares 79,516 $6.89M 0.1% +10,425 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,726 shares; 2024Q4: 26,354 shares; 2025Q1: 26,354 shares; 2025Q2: 29,866 shares; 2025Q3: 29,447 shares; 2025Q4: 26,239 shares; 2026Q1: 25,449 shares 25,449 $6.89M 0.1% -790 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,560 shares; 2024Q4: 49,323 shares; 2025Q1: 50,631 shares; 2025Q2: 73,195 shares; 2025Q3: 107,315 shares; 2025Q4: 123,697 shares; 2026Q1: 123,893 shares 123,893 $6.84M 0.1% +196 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,174 shares; 2024Q4: 173,292 shares; 2025Q1: 173,456 shares; 2025Q2: 125,773 shares; 2025Q3: 119,211 shares; 2025Q4: 147,933 shares; 2026Q1: 91,247 shares 91,247 $6.78M 0.1% -56,686 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,133 shares; 2024Q4: 11,099 shares; 2025Q1: 11,106 shares; 2025Q2: 15,249 shares; 2025Q3: 17,225 shares; 2025Q4: 18,999 shares; 2026Q1: 21,739 shares 21,739 $6.76M 0.1% +2,740 Timeline GTIP 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: 91,785 shares; 2024Q4: 98,943 shares; 2025Q1: 98,943 shares; 2025Q2: 111,381 shares; 2025Q3: 119,257 shares; 2025Q4: 123,775 shares; 2026Q1: 136,786 shares 136,786 $6.75M 0.1% +13,011 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,973 shares; 2024Q4: 56,500 shares; 2025Q1: 57,157 shares; 2025Q2: 53,246 shares; 2025Q3: 39,102 shares; 2025Q4: 38,950 shares; 2026Q1: 37,191 shares 37,191 $6.75M 0.1% -1,759 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,284 shares; 2024Q4: 4,588 shares; 2025Q1: 4,588 shares; 2025Q2: 23,181 shares; 2025Q3: 64,981 shares; 2025Q4: 94,354 shares; 2026Q1: 134,619 shares 134,619 $6.75M 0.1% +40,265 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,274 shares; 2024Q4: 13,864 shares; 2025Q1: 13,925 shares; 2025Q2: 17,085 shares; 2025Q3: 15,358 shares; 2025Q4: 17,988 shares; 2026Q1: 20,687 shares 20,687 $6.74M 0.1% +2,699 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,679 shares; 2024Q4: 24,120 shares; 2025Q1: 24,135 shares; 2025Q2: 19,126 shares; 2025Q3: 19,286 shares; 2025Q4: 23,104 shares; 2026Q1: 32,976 shares 32,976 $6.71M 0.1% +9,872 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,501 shares; 2024Q4: 13,612 shares; 2025Q1: 13,612 shares; 2025Q2: 16,013 shares; 2025Q3: 16,419 shares; 2025Q4: 17,665 shares; 2026Q1: 18,963 shares 18,963 $6.67M 0.1% +1,298 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,905 shares; 2025Q3: 85,156 shares; 2025Q4: 99,458 shares; 2026Q1: 102,971 shares 102,971 $6.59M 0.1% +3,513 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: 39,730 shares; 2024Q4: 44,681 shares; 2025Q1: 44,681 shares; 2025Q2: 59,386 shares; 2025Q3: 55,642 shares; 2025Q4: 60,856 shares; 2026Q1: 57,996 shares 57,996 $6.58M 0.1% -2,860 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,057 shares; 2024Q4: 10,490 shares; 2025Q1: 10,490 shares; 2025Q2: 42,990 shares; 2025Q3: 56,754 shares; 2025Q4: 65,740 shares; 2026Q1: 65,290 shares 65,290 $6.58M 0.1% -450 Timeline RYLD 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: 130 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 280,831 shares; 2026Q1: 438,181 shares 438,181 $6.55M 0.1% +157,350 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: 77,638 shares; 2024Q4: 76,611 shares; 2025Q1: 76,623 shares; 2025Q2: 82,377 shares; 2025Q3: 83,084 shares; 2025Q4: 75,941 shares; 2026Q1: 73,020 shares 73,020 $6.54M 0.1% -2,921 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,812 shares; 2024Q4: 95,023 shares; 2025Q1: 95,023 shares; 2025Q2: 114,070 shares; 2025Q3: 130,631 shares; 2025Q4: 127,420 shares; 2026Q1: 134,983 shares 134,983 $6.54M 0.1% +7,563 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,627 shares; 2024Q4: 17,573 shares; 2025Q1: 17,573 shares; 2025Q2: 21,724 shares; 2025Q3: 23,089 shares; 2025Q4: 25,456 shares; 2026Q1: 26,967 shares 26,967 $6.54M 0.1% +1,511 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,255 shares; 2024Q4: 28,328 shares; 2025Q1: 28,660 shares; 2025Q2: 41,828 shares; 2025Q3: 42,829 shares; 2025Q4: 44,769 shares; 2026Q1: 47,438 shares 47,438 $6.44M 0.09% +2,669 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,036 shares; 2024Q4: 84,458 shares; 2025Q1: 84,521 shares; 2025Q2: 47,282 shares; 2025Q3: 46,471 shares; 2025Q4: 42,940 shares; 2026Q1: 44,120 shares 44,120 $6.43M 0.09% +1,180 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 155,678 shares 155,678 $6.39M 0.09% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,627 shares; 2024Q4: 32,664 shares; 2025Q1: 32,878 shares; 2025Q2: 36,600 shares; 2025Q3: 37,016 shares; 2025Q4: 41,712 shares; 2026Q1: 44,240 shares 44,240 $6.39M 0.09% +2,528 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,641 shares; 2024Q4: 12,850 shares; 2025Q1: 12,848 shares; 2025Q2: 76,497 shares; 2025Q3: 18,251 shares; 2025Q4: 12,460 shares; 2026Q1: 26,597 shares 26,597 $6.38M 0.09% +14,137 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,519 shares; 2024Q4: 39,841 shares; 2025Q1: 39,841 shares; 2025Q2: 60,905 shares; 2025Q3: 49,599 shares; 2025Q4: 44,102 shares; 2026Q1: 43,156 shares 43,156 $6.35M 0.09% -946 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 191,256 shares 191,256 $6.26M 0.09% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,908 shares; 2024Q4: 17,202 shares; 2025Q1: 17,293 shares; 2025Q2: 13,241 shares; 2025Q3: 14,102 shares; 2025Q4: 14,651 shares; 2026Q1: 18,484 shares 18,484 $6.24M 0.09% +3,833 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: 8,292 shares; 2024Q4: 9,058 shares; 2025Q1: 9,058 shares; 2025Q2: 10,372 shares; 2025Q3: 8,384 shares; 2025Q4: 9,182 shares; 2026Q1: 12,642 shares 12,642 $6.21M 0.09% +3,460 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,899 shares; 2024Q4: 18,374 shares; 2025Q1: 18,374 shares; 2025Q2: 20,335 shares; 2025Q3: 21,800 shares; 2025Q4: 18,849 shares; 2026Q1: 20,959 shares 20,959 $6.14M 0.09% +2,110 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,204 shares; 2024Q4: 40,604 shares; 2025Q1: 40,604 shares; 2025Q2: 60,285 shares; 2025Q3: 68,204 shares; 2025Q4: 78,606 shares; 2026Q1: 85,033 shares 85,033 $6.12M 0.09% +6,427 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 18,501 shares; 2025Q3: 45,895 shares; 2025Q4: 63,218 shares; 2026Q1: 85,971 shares 85,971 $6.09M 0.09% +22,753 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: 40,877 shares; 2024Q4: 70,853 shares; 2025Q1: 70,853 shares; 2025Q2: 199,266 shares; 2025Q3: 214,029 shares; 2025Q4: 230,564 shares; 2026Q1: 249,015 shares 249,015 $6.04M 0.09% +18,451 Timeline EVTR 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: 88 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 18,022 shares; 2025Q3: 104,102 shares; 2025Q4: 113,715 shares; 2026Q1: 118,860 shares 118,860 $6.03M 0.09% +5,145 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,067 shares; 2024Q4: 14,936 shares; 2025Q1: 14,967 shares; 2025Q2: 16,670 shares; 2025Q3: 17,029 shares; 2025Q4: 24,287 shares; 2026Q1: 24,842 shares 24,842 $6.03M 0.09% +555 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: 30,501 shares 30,501 $6.02M 0.09% new Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,378 shares; 2024Q4: 61,005 shares; 2025Q1: 61,005 shares; 2025Q2: 69,940 shares; 2025Q3: 65,720 shares; 2025Q4: 67,058 shares; 2026Q1: 58,105 shares 58,105 $6.01M 0.09% -8,953 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,886 shares; 2024Q4: 17,093 shares; 2025Q1: 17,093 shares; 2025Q2: 19,683 shares; 2025Q3: 20,530 shares; 2025Q4: 20,799 shares; 2026Q1: 21,094 shares 21,094 $5.99M 0.09% +295 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,417 shares; 2024Q4: 29,959 shares; 2025Q1: 30,000 shares; 2025Q2: 32,983 shares; 2025Q3: 29,598 shares; 2025Q4: 31,097 shares; 2026Q1: 47,783 shares 47,783 $5.95M 0.09% +16,686 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,802 shares; 2024Q4: 54,635 shares; 2025Q1: 54,635 shares; 2025Q2: 79,066 shares; 2025Q3: 90,246 shares; 2025Q4: 91,651 shares; 2026Q1: 118,715 shares 118,715 $5.93M 0.09% +27,064 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,794 shares; 2025Q3: 111,851 shares; 2025Q4: 122,320 shares; 2026Q1: 125,695 shares 125,695 $5.92M 0.09% +3,375 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 781 shares; 2024Q4: 781 shares; 2025Q1: 781 shares; 2025Q2: 763 shares; 2025Q3: 2,873 shares; 2025Q4: 109,218 shares; 2026Q1: 81,411 shares 81,411 $5.91M 0.09% -27,807 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,774 shares; 2024Q4: 71,072 shares; 2025Q1: 71,204 shares; 2025Q2: 74,511 shares; 2025Q3: 74,397 shares; 2025Q4: 64,503 shares; 2026Q1: 60,843 shares 60,843 $5.86M 0.09% -3,660 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,612 shares; 2024Q4: 20,821 shares; 2025Q1: 20,821 shares; 2025Q2: 15,721 shares; 2025Q3: 16,380 shares; 2025Q4: 15,194 shares; 2026Q1: 18,564 shares 18,564 $5.83M 0.09% +3,370 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,921 shares; 2024Q4: 58,152 shares; 2025Q1: 58,173 shares; 2025Q2: 48,758 shares; 2025Q3: 44,929 shares; 2025Q4: 47,661 shares; 2026Q1: 62,399 shares 62,399 $5.8M 0.09% +14,738 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,790 shares; 2025Q1: 36,790 shares; 2025Q2: 47,206 shares; 2025Q3: 43,549 shares; 2025Q4: 45,551 shares; 2026Q1: 47,204 shares 47,204 $5.8M 0.09% +1,653 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900,769 shares; 2024Q4: 966,636 shares; 2025Q1: 970,737 shares; 2025Q2: 618,506 shares; 2025Q3: 558,890 shares; 2025Q4: 502,764 shares; 2026Q1: 483,975 shares 483,975 $5.76M 0.08% -18,789 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: 85,925 shares; 2024Q4: 85,773 shares; 2025Q1: 85,773 shares; 2025Q2: 85,325 shares; 2025Q3: 126,031 shares; 2025Q4: 125,387 shares; 2026Q1: 125,073 shares 125,073 $5.75M 0.08% -314 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,960 shares; 2024Q4: 16,823 shares; 2025Q1: 16,839 shares; 2025Q2: 84,375 shares; 2025Q3: 216,285 shares; 2025Q4: 256,853 shares; 2026Q1: 154,142 shares 154,142 $5.73M 0.08% -102,711 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: 129,230 shares; 2024Q4: 122,346 shares; 2025Q1: 122,346 shares; 2025Q2: 131,644 shares; 2025Q3: 144,115 shares; 2025Q4: 170,980 shares; 2026Q1: 198,660 shares 198,660 $5.7M 0.08% +27,680 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,668 shares; 2024Q4: 100,236 shares; 2025Q1: 103,878 shares; 2025Q2: 88,970 shares; 2025Q3: 90,055 shares; 2025Q4: 81,762 shares; 2026Q1: 81,165 shares 81,165 $5.7M 0.08% -597 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: 5,547 shares; 2025Q1: 5,547 shares; 2025Q2: 6,440 shares; 2025Q3: 6,084 shares; 2025Q4: 5,916 shares; 2026Q1: 5,881 shares 5,881 $5.66M 0.08% -35 Timeline KOCT 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: 7,177 shares; 2024Q4: 8,451 shares; 2025Q1: 8,451 shares; 2025Q2: 7,247 shares; 2025Q3: 7,247 shares; 2025Q4: 167,161 shares; 2026Q1: 166,700 shares 166,700 $5.66M 0.08% -461 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 319,029 shares; 2024Q4: 288,548 shares; 2025Q1: 288,548 shares; 2025Q2: 287,050 shares; 2025Q3: 279,467 shares; 2025Q4: 240,887 shares; 2026Q1: 267,616 shares 267,616 $5.63M 0.08% +26,729 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,825 shares; 2024Q4: 13,153 shares; 2025Q1: 13,153 shares; 2025Q2: 17,179 shares; 2025Q3: 52,173 shares; 2025Q4: 85,778 shares; 2026Q1: 122,306 shares 122,306 $5.58M 0.08% +36,528 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,165 shares; 2024Q4: 68,528 shares; 2025Q1: 68,528 shares; 2025Q2: 72,589 shares; 2025Q3: 84,029 shares; 2025Q4: 130,178 shares; 2026Q1: 137,252 shares 137,252 $5.55M 0.08% +7,074 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,344 shares; 2024Q4: 345,972 shares; 2025Q1: 348,090 shares; 2025Q2: 355,477 shares; 2025Q3: 204,964 shares; 2025Q4: 206,537 shares; 2026Q1: 179,784 shares 179,784 $5.52M 0.08% -26,753 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,238 shares; 2024Q4: 79,846 shares; 2025Q1: 79,846 shares; 2025Q2: 83,809 shares; 2025Q3: 87,197 shares; 2025Q4: 87,261 shares; 2026Q1: 92,114 shares 92,114 $5.49M 0.08% +4,853 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,266 shares; 2024Q4: 79,810 shares; 2025Q1: 79,810 shares; 2025Q2: 95,618 shares; 2025Q3: 100,026 shares; 2025Q4: 106,164 shares; 2026Q1: 107,506 shares 107,506 $5.43M 0.08% +1,342 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: 15,652 shares; 2024Q4: 16,293 shares; 2025Q1: 16,294 shares; 2025Q2: 18,928 shares; 2025Q3: 19,713 shares; 2025Q4: 19,730 shares; 2026Q1: 22,309 shares 22,309 $5.42M 0.08% +2,579 Timeline XV 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: 9,346 shares; 2025Q4: 79,106 shares; 2026Q1: 229,514 shares 229,514 $5.41M 0.08% +150,408 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,510 shares; 2024Q4: 3,121 shares; 2025Q1: 3,122 shares; 2025Q2: 3,252 shares; 2025Q3: 3,539 shares; 2025Q4: 4,465 shares; 2026Q1: 4,092 shares 4,092 $5.4M 0.08% -373 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: 44,498 shares; 2024Q4: 44,274 shares; 2025Q1: 44,274 shares; 2025Q2: 43,587 shares; 2025Q3: 76,203 shares; 2025Q4: 75,639 shares; 2026Q1: 75,437 shares 75,437 $5.39M 0.08% -202 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,370 shares; 2024Q4: 40,759 shares; 2025Q1: 40,785 shares; 2025Q2: 59,085 shares; 2025Q3: 55,024 shares; 2025Q4: 58,412 shares; 2026Q1: 52,425 shares 52,425 $5.38M 0.08% -5,987 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,259 shares; 2024Q4: 22,067 shares; 2025Q1: 22,067 shares; 2025Q2: 35,975 shares; 2025Q3: 34,732 shares; 2025Q4: 39,638 shares; 2026Q1: 40,678 shares 40,678 $5.38M 0.08% +1,040 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,337 shares; 2024Q4: 3,631 shares; 2025Q1: 3,637 shares; 2025Q2: 4,002 shares; 2025Q3: 4,581 shares; 2025Q4: 4,589 shares; 2026Q1: 4,628 shares 4,628 $5.36M 0.08% +39 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,657 shares; 2024Q4: 26,825 shares; 2025Q1: 26,825 shares; 2025Q2: 29,092 shares; 2025Q3: 29,130 shares; 2025Q4: 29,736 shares; 2026Q1: 40,573 shares 40,573 $5.36M 0.08% +10,837 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,012 shares; 2024Q4: 62,103 shares; 2025Q1: 62,103 shares; 2025Q2: 62,955 shares; 2025Q3: 62,981 shares; 2025Q4: 71,603 shares; 2026Q1: 115,684 shares 115,684 $5.34M 0.08% +44,081 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,702 shares; 2024Q4: 5,481 shares; 2025Q1: 5,481 shares; 2025Q2: 6,973 shares; 2025Q3: 23,372 shares; 2025Q4: 44,454 shares; 2026Q1: 47,956 shares 47,956 $5.31M 0.08% +3,502 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,979 shares; 2024Q4: 35,235 shares; 2025Q1: 35,235 shares; 2025Q2: 18,794 shares; 2025Q3: 26,954 shares; 2025Q4: 28,843 shares; 2026Q1: 57,862 shares 57,862 $5.3M 0.08% +29,019 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,867 shares; 2024Q4: 3,087 shares; 2025Q1: 3,087 shares; 2025Q2: 4,371 shares; 2025Q3: 4,214 shares; 2025Q4: 4,413 shares; 2026Q1: 7,174 shares 7,174 $5.3M 0.08% +2,761 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,808 shares; 2024Q4: 54,069 shares; 2025Q1: 54,069 shares; 2025Q2: 63,488 shares; 2025Q3: 66,855 shares; 2025Q4: 53,978 shares; 2026Q1: 55,482 shares 55,482 $5.3M 0.08% +1,504 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: 70,295 shares; 2024Q4: 83,134 shares; 2025Q1: 83,203 shares; 2025Q2: 63,987 shares; 2025Q3: 65,745 shares; 2025Q4: 73,950 shares; 2026Q1: 80,072 shares 80,072 $5.28M 0.08% +6,122 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,048 shares; 2024Q4: 111,007 shares; 2025Q1: 111,007 shares; 2025Q2: 152,722 shares; 2025Q3: 70,669 shares; 2025Q4: 83,160 shares; 2026Q1: 94,288 shares 94,288 $5.23M 0.08% +11,128 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: 4,407 shares; 2024Q4: 4,889 shares; 2025Q1: 4,889 shares; 2025Q2: 5,554 shares; 2025Q3: 5,652 shares; 2025Q4: 5,702 shares; 2026Q1: 6,046 shares 6,046 $5.23M 0.08% +344 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 554 shares; 2024Q4: 667 shares; 2025Q1: 667 shares; 2025Q2: 7,408 shares; 2025Q3: 6,560 shares; 2025Q4: 6,546 shares; 2026Q1: 7,357 shares 7,357 $5.13M 0.08% +811 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: 95,914 shares; 2024Q4: 110,296 shares; 2025Q1: 110,367 shares; 2025Q2: 95,418 shares; 2025Q3: 93,440 shares; 2025Q4: 95,477 shares; 2026Q1: 88,975 shares 88,975 $5.09M 0.07% -6,502 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,649 shares; 2024Q4: 29,696 shares; 2025Q1: 29,696 shares; 2025Q2: 40,691 shares; 2025Q3: 40,284 shares; 2025Q4: 31,635 shares; 2026Q1: 29,713 shares 29,713 $5.07M 0.07% -1,922 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,037 shares; 2024Q4: 107,734 shares; 2025Q1: 107,734 shares; 2025Q2: 103,558 shares; 2025Q3: 113,172 shares; 2025Q4: 115,965 shares; 2026Q1: 106,787 shares 106,787 $5.01M 0.07% -9,178 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,720 shares; 2024Q4: 16,117 shares; 2025Q1: 16,117 shares; 2025Q2: 18,058 shares; 2025Q3: 18,256 shares; 2025Q4: 16,499 shares; 2026Q1: 16,431 shares 16,431 $5M 0.07% -68 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,715 shares; 2024Q4: 23,788 shares; 2025Q1: 103,004 shares; 2025Q2: 21,939 shares; 2025Q3: 22,595 shares; 2025Q4: 24,270 shares; 2026Q1: 31,934 shares 31,934 $4.96M 0.07% +7,664 Timeline CGSM 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: 51,034 shares; 2024Q4: 52,050 shares; 2025Q1: 52,050 shares; 2025Q2: 71,569 shares; 2025Q3: 98,385 shares; 2025Q4: 171,564 shares; 2026Q1: 188,695 shares 188,695 $4.96M 0.07% +17,131 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,321 shares; 2024Q4: 99,447 shares; 2025Q1: 100,568 shares; 2025Q2: 62,435 shares; 2025Q3: 62,817 shares; 2025Q4: 66,589 shares; 2026Q1: 72,416 shares 72,416 $4.96M 0.07% +5,827 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,535 shares; 2024Q4: 2,662 shares; 2025Q1: 2,697 shares; 2025Q2: 55,486 shares; 2025Q3: 52,893 shares; 2025Q4: 52,057 shares; 2026Q1: 53,682 shares 53,682 $4.96M 0.07% +1,625 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,066 shares; 2024Q4: 43,307 shares; 2025Q1: 43,337 shares; 2025Q2: 36,363 shares; 2025Q3: 36,763 shares; 2025Q4: 37,205 shares; 2026Q1: 30,577 shares 30,577 $4.95M 0.07% -6,628 Timeline KJAN 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: 139,160 shares; 2024Q4: 102,519 shares; 2025Q1: 102,519 shares; 2025Q2: 103,518 shares; 2025Q3: 117,312 shares; 2025Q4: 115,813 shares; 2026Q1: 118,450 shares 118,450 $4.94M 0.07% +2,637 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: 87,523 shares; 2024Q4: 87,112 shares; 2025Q1: 87,112 shares; 2025Q2: 80,978 shares; 2025Q3: 84,255 shares; 2025Q4: 88,202 shares; 2026Q1: 91,018 shares 91,018 $4.93M 0.07% +2,816 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,725 shares; 2024Q4: 31,263 shares; 2025Q1: 31,263 shares; 2025Q2: 44,240 shares; 2025Q3: 84,044 shares; 2025Q4: 117,105 shares; 2026Q1: 135,000 shares 135,000 $4.85M 0.07% +17,895 Timeline DCRE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE 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: 92,886 shares 92,886 $4.83M 0.07% new 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: 26,144 shares; 2024Q4: 28,757 shares; 2025Q1: 28,870 shares; 2025Q2: 36,684 shares; 2025Q3: 35,771 shares; 2025Q4: 34,368 shares; 2026Q1: 31,464 shares 31,464 $4.81M 0.07% -2,904 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,460 shares; 2024Q4: 12,943 shares; 2025Q1: 12,943 shares; 2025Q2: 22,131 shares; 2025Q3: 23,392 shares; 2025Q4: 25,837 shares; 2026Q1: 26,239 shares 26,239 $4.79M 0.07% +402 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: 9,547 shares; 2024Q4: 9,863 shares; 2025Q1: 9,863 shares; 2025Q2: 15,018 shares; 2025Q3: 15,670 shares; 2025Q4: 15,944 shares; 2026Q1: 18,812 shares 18,812 $4.78M 0.07% +2,868 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196,966 shares; 2024Q4: 213,176 shares; 2025Q1: 213,176 shares; 2025Q2: 209,375 shares; 2025Q3: 244,052 shares; 2025Q4: 254,451 shares; 2026Q1: 278,438 shares 278,438 $4.76M 0.07% +23,987 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,462 shares; 2024Q4: 16,849 shares; 2025Q1: 16,856 shares; 2025Q2: 22,454 shares; 2025Q3: 20,602 shares; 2025Q4: 21,710 shares; 2026Q1: 24,510 shares 24,510 $4.76M 0.07% +2,800 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,790 shares; 2024Q4: 7,632 shares; 2025Q1: 7,632 shares; 2025Q2: 8,604 shares; 2025Q3: 9,155 shares; 2025Q4: 9,584 shares; 2026Q1: 10,242 shares 10,242 $4.72M 0.07% +658 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: 56,619 shares; 2024Q4: 61,719 shares; 2025Q1: 61,829 shares; 2025Q2: 72,200 shares; 2025Q3: 73,204 shares; 2025Q4: 79,376 shares; 2026Q1: 89,620 shares 89,620 $4.66M 0.07% +10,244 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,775 shares; 2024Q4: 46,896 shares; 2025Q1: 46,896 shares; 2025Q2: 55,885 shares; 2025Q3: 59,465 shares; 2025Q4: 60,531 shares; 2026Q1: 74,256 shares 74,256 $4.65M 0.07% +13,725 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,399 shares; 2024Q4: 42,498 shares; 2025Q1: 44,740 shares; 2025Q2: 48,147 shares; 2025Q3: 49,680 shares; 2025Q4: 48,902 shares; 2026Q1: 47,256 shares 47,256 $4.59M 0.07% -1,646 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,096 shares; 2024Q4: 6,873 shares; 2025Q1: 6,883 shares; 2025Q2: 8,927 shares; 2025Q3: 9,297 shares; 2025Q4: 13,348 shares; 2026Q1: 12,759 shares 12,759 $4.56M 0.07% -589 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,506 shares; 2024Q4: 8,415 shares; 2025Q1: 8,675 shares; 2025Q2: 46,001 shares; 2025Q3: 46,751 shares; 2025Q4: 38,954 shares; 2026Q1: 36,137 shares 36,137 $4.56M 0.07% -2,817 Timeline BENJ HORIZON FDS More: the full row for HORIZON 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: 53,369 shares; 2025Q3: 67,474 shares; 2025Q4: 80,437 shares; 2026Q1: 86,992 shares 86,992 $4.55M 0.07% +6,555 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,815 shares; 2024Q4: 9,096 shares; 2025Q1: 9,107 shares; 2025Q2: 13,433 shares; 2025Q3: 14,472 shares; 2025Q4: 13,992 shares; 2026Q1: 17,057 shares 17,057 $4.55M 0.07% +3,065 Timeline COWG 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: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 96,100 shares; 2025Q3: 97,288 shares; 2025Q4: 121,777 shares; 2026Q1: 133,080 shares 133,080 $4.49M 0.07% +11,303 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,244 shares; 2024Q4: 7,584 shares; 2025Q1: 7,584 shares; 2025Q2: 7,317 shares; 2025Q3: 8,103 shares; 2025Q4: 8,111 shares; 2026Q1: 13,640 shares 13,640 $4.48M 0.07% +5,529 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,904 shares; 2024Q4: 9,354 shares; 2025Q1: 9,398 shares; 2025Q2: 9,492 shares; 2025Q3: 10,201 shares; 2025Q4: 10,663 shares; 2026Q1: 7,371 shares 7,371 $4.46M 0.07% -3,292 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,328 shares; 2024Q4: 70,963 shares; 2025Q1: 70,963 shares; 2025Q2: 68,419 shares; 2025Q3: 74,097 shares; 2025Q4: 82,147 shares; 2026Q1: 87,475 shares 87,475 $4.43M 0.06% +5,328 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,507 shares; 2024Q4: 12,605 shares; 2025Q1: 12,605 shares; 2025Q2: 24,658 shares; 2025Q3: 23,013 shares; 2025Q4: 26,354 shares; 2026Q1: 37,323 shares 37,323 $4.41M 0.06% +10,969 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,412 shares; 2024Q4: 16,271 shares; 2025Q1: 16,280 shares; 2025Q2: 18,268 shares; 2025Q3: 18,318 shares; 2025Q4: 15,344 shares; 2026Q1: 15,134 shares 15,134 $4.4M 0.06% -210 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,955 shares; 2024Q4: 8,917 shares; 2025Q1: 8,917 shares; 2025Q2: 15,995 shares; 2025Q3: 15,289 shares; 2025Q4: 30,876 shares; 2026Q1: 32,686 shares 32,686 $4.34M 0.06% +1,810 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 537 shares; 2024Q4: 640 shares; 2025Q1: 640 shares; 2025Q2: 34,464 shares; 2025Q3: 27,405 shares; 2025Q4: 34,287 shares; 2026Q1: 39,163 shares 39,163 $4.34M 0.06% +4,876 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,147 shares; 2024Q4: 65,868 shares; 2025Q1: 65,868 shares; 2025Q2: 70,938 shares; 2025Q3: 86,121 shares; 2025Q4: 91,826 shares; 2026Q1: 93,331 shares 93,331 $4.33M 0.06% +1,505 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,467 shares; 2024Q4: 1,892 shares; 2025Q1: 1,892 shares; 2025Q2: 2,968 shares; 2025Q3: 2,650 shares; 2025Q4: 3,396 shares; 2026Q1: 4,964 shares 4,964 $4.33M 0.06% +1,568 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,376 shares; 2024Q4: 170,903 shares; 2025Q1: 170,903 shares; 2025Q2: 174,560 shares; 2025Q3: 176,324 shares; 2025Q4: 60,145 shares; 2026Q1: 57,270 shares 57,270 $4.31M 0.06% -2,875 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,670 shares; 2024Q4: 12,957 shares; 2025Q1: 12,957 shares; 2025Q2: 13,450 shares; 2025Q3: 13,504 shares; 2025Q4: 36,876 shares; 2026Q1: 74,030 shares 74,030 $4.27M 0.06% +37,154 Timeline FOXY 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: 275 shares; 2025Q3: 275 shares; 2025Q4: not reported; 2026Q1: 146,122 shares 146,122 $4.27M 0.06% new Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,793 shares; 2024Q4: 5,531 shares; 2025Q1: 7,039 shares; 2025Q2: 54,181 shares; 2025Q3: 62,462 shares; 2025Q4: 72,303 shares; 2026Q1: 85,342 shares 85,342 $4.27M 0.06% +13,039 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,610 shares; 2024Q4: 2,147 shares; 2025Q1: 2,247 shares; 2025Q2: 2,548 shares; 2025Q3: 3,240 shares; 2025Q4: 13,306 shares; 2026Q1: 11,485 shares 11,485 $4.22M 0.06% -1,821 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: 3,887 shares; 2024Q4: 65,944 shares; 2025Q1: 65,944 shares; 2025Q2: 64,650 shares; 2025Q3: 64,401 shares; 2025Q4: 74,250 shares; 2026Q1: 74,681 shares 74,681 $4.21M 0.06% +431 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,754 shares; 2024Q4: 7,713 shares; 2025Q1: 7,713 shares; 2025Q2: 38,049 shares; 2025Q3: 30,512 shares; 2025Q4: 38,450 shares; 2026Q1: 43,334 shares 43,334 $4.2M 0.06% +4,884 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,275 shares; 2024Q4: 7,194 shares; 2025Q1: 7,194 shares; 2025Q2: 8,995 shares; 2025Q3: 12,577 shares; 2025Q4: 15,080 shares; 2026Q1: 14,217 shares 14,217 $4.2M 0.06% -863 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: 134,409 shares; 2024Q4: 113,120 shares; 2025Q1: 119,813 shares; 2025Q2: 152,588 shares; 2025Q3: 131,806 shares; 2025Q4: 132,922 shares; 2026Q1: 145,600 shares 145,600 $4.18M 0.06% +12,678 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,946 shares; 2024Q4: 25,857 shares; 2025Q1: 25,857 shares; 2025Q2: 42,153 shares; 2025Q3: 41,618 shares; 2025Q4: 40,476 shares; 2026Q1: 43,185 shares 43,185 $4.18M 0.06% +2,709 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: 25,730 shares; 2024Q4: 21,944 shares; 2025Q1: 22,696 shares; 2025Q2: 23,139 shares; 2025Q3: 21,981 shares; 2025Q4: 21,539 shares; 2026Q1: 42,762 shares 42,762 $4.15M 0.06% +21,223 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,592 shares; 2024Q4: 18,166 shares; 2025Q1: 18,166 shares; 2025Q2: 24,986 shares; 2025Q3: 30,469 shares; 2025Q4: 33,789 shares; 2026Q1: 32,818 shares 32,818 $4.15M 0.06% -971 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: 10,251 shares; 2024Q4: 10,499 shares; 2025Q1: 10,499 shares; 2025Q2: 22,174 shares; 2025Q3: 23,000 shares; 2025Q4: 26,151 shares; 2026Q1: 28,067 shares 28,067 $4.14M 0.06% +1,916 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: 22,933 shares; 2024Q4: 23,622 shares; 2025Q1: 23,622 shares; 2025Q2: 25,623 shares; 2025Q3: 28,931 shares; 2025Q4: 31,630 shares; 2026Q1: 35,373 shares 35,373 $4.1M 0.06% +3,743 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: 9,936 shares; 2024Q4: 14,404 shares; 2025Q1: 14,438 shares; 2025Q2: 19,240 shares; 2025Q3: 20,334 shares; 2025Q4: 24,949 shares; 2026Q1: 29,286 shares 29,286 $4.08M 0.06% +4,337 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,951 shares; 2024Q4: 109,180 shares; 2025Q1: 109,180 shares; 2025Q2: 35,571 shares; 2025Q3: 85,728 shares; 2025Q4: 97,250 shares; 2026Q1: 82,643 shares 82,643 $4.08M 0.06% -14,607 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,212 shares; 2024Q4: 9,023 shares; 2025Q1: 9,048 shares; 2025Q2: 13,019 shares; 2025Q3: 13,121 shares; 2025Q4: 14,635 shares; 2026Q1: 17,070 shares 17,070 $4.06M 0.06% +2,435 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: 6,951 shares; 2024Q4: 11,997 shares; 2025Q1: 12,170 shares; 2025Q2: 15,429 shares; 2025Q3: 15,113 shares; 2025Q4: 14,721 shares; 2026Q1: 14,692 shares 14,692 $4.04M 0.06% -29 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,579 shares; 2024Q4: 16,188 shares; 2025Q1: 16,188 shares; 2025Q2: 15,077 shares; 2025Q3: 19,457 shares; 2025Q4: 54,891 shares; 2026Q1: 88,356 shares 88,356 $4.03M 0.06% +33,465 Timeline BUFB 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: 32,309 shares; 2024Q4: 43,034 shares; 2025Q1: 43,034 shares; 2025Q2: 57,360 shares; 2025Q3: 62,057 shares; 2025Q4: 76,804 shares; 2026Q1: 112,158 shares 112,158 $4.03M 0.06% +35,354 Timeline IDHQ 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: 2,398 shares; 2024Q4: 2,300 shares; 2025Q1: 3,000 shares; 2025Q2: 102,408 shares; 2025Q3: 121,974 shares; 2025Q4: 31,908 shares; 2026Q1: 113,830 shares 113,830 $4.03M 0.06% +81,922 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,054 shares; 2024Q4: 40,722 shares; 2025Q1: 40,888 shares; 2025Q2: 91,607 shares; 2025Q3: 80,204 shares; 2025Q4: 85,669 shares; 2026Q1: 90,128 shares 90,128 $3.98M 0.06% +4,459 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,960 shares; 2025Q3: 75,925 shares; 2025Q4: 89,743 shares; 2026Q1: 109,733 shares 109,733 $3.97M 0.06% +19,990 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,352 shares; 2024Q4: 28,378 shares; 2025Q1: 28,378 shares; 2025Q2: 20,323 shares; 2025Q3: 20,701 shares; 2025Q4: 23,460 shares; 2026Q1: 27,157 shares 27,157 $3.88M 0.06% +3,697 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,569 shares; 2024Q4: 16,603 shares; 2025Q1: 16,608 shares; 2025Q2: 19,773 shares; 2025Q3: 21,575 shares; 2025Q4: 23,951 shares; 2026Q1: 24,200 shares 24,200 $3.81M 0.06% +249 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,522 shares; 2024Q4: 10,322 shares; 2025Q1: 10,377 shares; 2025Q2: 14,240 shares; 2025Q3: 15,012 shares; 2025Q4: 18,232 shares; 2026Q1: 44,539 shares 44,539 $3.8M 0.06% +26,307 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: 37,596 shares; 2024Q4: 44,800 shares; 2025Q1: 44,933 shares; 2025Q2: 44,382 shares; 2025Q3: 45,549 shares; 2025Q4: 56,927 shares; 2026Q1: 62,512 shares 62,512 $3.79M 0.06% +5,585 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,993 shares; 2024Q4: 27,215 shares; 2025Q1: 27,215 shares; 2025Q2: 31,100 shares; 2025Q3: 39,360 shares; 2025Q4: 51,946 shares; 2026Q1: 49,875 shares 49,875 $3.76M 0.06% -2,071 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,538 shares; 2024Q4: 25,005 shares; 2025Q1: 25,005 shares; 2025Q2: 22,511 shares; 2025Q3: 23,401 shares; 2025Q4: 23,269 shares; 2026Q1: 22,736 shares 22,736 $3.65M 0.05% -533 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: 6,909 shares; 2024Q4: 7,552 shares; 2025Q1: 7,552 shares; 2025Q2: 8,456 shares; 2025Q3: 8,144 shares; 2025Q4: 8,191 shares; 2026Q1: 10,186 shares 10,186 $3.63M 0.05% +1,995 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,254 shares; 2024Q4: 63,228 shares; 2025Q1: 63,274 shares; 2025Q2: 67,859 shares; 2025Q3: 71,114 shares; 2025Q4: 72,607 shares; 2026Q1: 75,052 shares 75,052 $3.61M 0.05% +2,445 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 314,888 shares; 2024Q4: 331,274 shares; 2025Q1: 334,789 shares; 2025Q2: 73,042 shares; 2025Q3: 79,407 shares; 2025Q4: 82,762 shares; 2026Q1: 78,141 shares 78,141 $3.61M 0.05% -4,621 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,576 shares; 2024Q4: 6,345 shares; 2025Q1: 6,345 shares; 2025Q2: 26,677 shares; 2025Q3: 27,342 shares; 2025Q4: 28,185 shares; 2026Q1: 36,088 shares 36,088 $3.6M 0.05% +7,903 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,732 shares; 2024Q4: 10,742 shares; 2025Q1: 10,742 shares; 2025Q2: 11,262 shares; 2025Q3: 12,343 shares; 2025Q4: 13,842 shares; 2026Q1: 12,936 shares 12,936 $3.59M 0.05% -906 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: 8,847 shares; 2024Q4: 6,142 shares; 2025Q1: 6,142 shares; 2025Q2: 7,035 shares; 2025Q3: 7,960 shares; 2025Q4: 12,049 shares; 2026Q1: 14,402 shares 14,402 $3.56M 0.05% +2,353 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,625 shares; 2024Q4: 92,037 shares; 2025Q1: 92,682 shares; 2025Q2: 90,418 shares; 2025Q3: 58,131 shares; 2025Q4: 68,842 shares; 2026Q1: 66,566 shares 66,566 $3.55M 0.05% -2,276 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 16,240 shares; 2025Q1: 16,283 shares; 2025Q2: 18,519 shares; 2025Q3: 18,716 shares; 2025Q4: 14,324 shares; 2026Q1: 15,711 shares 15,711 $3.55M 0.05% +1,387 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,888 shares; 2024Q4: 7,235 shares; 2025Q1: 7,285 shares; 2025Q2: 4,681 shares; 2025Q3: 5,537 shares; 2025Q4: 6,230 shares; 2026Q1: 8,206 shares 8,206 $3.55M 0.05% +1,976 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,933 shares; 2024Q4: 8,166 shares; 2025Q1: 8,203 shares; 2025Q2: 7,608 shares; 2025Q3: 7,719 shares; 2025Q4: 8,381 shares; 2026Q1: 10,246 shares 10,246 $3.52M 0.05% +1,865 Timeline FDL 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: 35,640 shares; 2024Q4: 35,724 shares; 2025Q1: 35,724 shares; 2025Q2: 39,345 shares; 2025Q3: 66,837 shares; 2025Q4: 68,529 shares; 2026Q1: 69,131 shares 69,131 $3.51M 0.05% +602 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,203 shares; 2024Q4: 1,106 shares; 2025Q1: 1,106 shares; 2025Q2: 803 shares; 2025Q3: 4,958 shares; 2025Q4: 15,987 shares; 2026Q1: 21,383 shares 21,383 $3.5M 0.05% +5,396 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,923 shares; 2024Q4: 7,695 shares; 2025Q1: 7,695 shares; 2025Q2: 9,463 shares; 2025Q3: 15,814 shares; 2025Q4: 80,715 shares; 2026Q1: 75,454 shares 75,454 $3.46M 0.05% -5,261 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,448 shares; 2024Q4: 14,318 shares; 2025Q1: 14,644 shares; 2025Q2: 19,881 shares; 2025Q3: 26,796 shares; 2025Q4: 33,833 shares; 2026Q1: 44,898 shares 44,898 $3.46M 0.05% +11,065 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: 83,080 shares; 2024Q4: 84,689 shares; 2025Q1: 84,981 shares; 2025Q2: 107,082 shares; 2025Q3: 115,346 shares; 2025Q4: 124,862 shares; 2026Q1: 122,982 shares 122,982 $3.45M 0.05% -1,880 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,242 shares; 2024Q4: 13,810 shares; 2025Q1: 14,412 shares; 2025Q2: 14,311 shares; 2025Q3: 21,330 shares; 2025Q4: 32,312 shares; 2026Q1: 15,748 shares 15,748 $3.44M 0.05% -16,564 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: 1,298 shares; 2024Q4: 1,322 shares; 2025Q1: 1,322 shares; 2025Q2: 3,544 shares; 2025Q3: 6,804 shares; 2025Q4: 8,712 shares; 2026Q1: 12,680 shares 12,680 $3.43M 0.05% +3,968 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,311 shares; 2024Q4: 14,979 shares; 2025Q1: 14,979 shares; 2025Q2: 16,226 shares; 2025Q3: 16,965 shares; 2025Q4: 22,658 shares; 2026Q1: 17,915 shares 17,915 $3.4M 0.05% -4,743 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,779 shares; 2024Q4: 99,197 shares; 2025Q1: 100,047 shares; 2025Q2: 101,435 shares; 2025Q3: 100,374 shares; 2025Q4: 81,582 shares; 2026Q1: 61,967 shares 61,967 $3.38M 0.05% -19,615 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,110 shares; 2024Q4: 28,301 shares; 2025Q1: 28,301 shares; 2025Q2: 31,903 shares; 2025Q3: 25,602 shares; 2025Q4: 26,458 shares; 2026Q1: 28,420 shares 28,420 $3.37M 0.05% +1,962 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,813 shares; 2024Q4: 8,557 shares; 2025Q1: 8,557 shares; 2025Q2: 7,263 shares; 2025Q3: 7,766 shares; 2025Q4: 7,904 shares; 2026Q1: 7,703 shares 7,703 $3.36M 0.05% -201 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: 24,447 shares; 2024Q4: 24,197 shares; 2025Q1: 24,197 shares; 2025Q2: 56,490 shares; 2025Q3: 61,511 shares; 2025Q4: 56,310 shares; 2026Q1: 46,761 shares 46,761 $3.35M 0.05% -9,549 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,071 shares; 2024Q4: 6,988 shares; 2025Q1: 6,988 shares; 2025Q2: 7,452 shares; 2025Q3: 7,820 shares; 2025Q4: 8,601 shares; 2026Q1: 9,218 shares 9,218 $3.35M 0.05% +617 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,359 shares; 2024Q4: 1,612 shares; 2025Q1: 1,612 shares; 2025Q2: 1,827 shares; 2025Q3: 12,843 shares; 2025Q4: 9,823 shares; 2026Q1: 19,329 shares 19,329 $3.34M 0.05% +9,506 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,140 shares; 2024Q4: 16,300 shares; 2025Q1: 16,328 shares; 2025Q2: 20,587 shares; 2025Q3: 19,208 shares; 2025Q4: 23,006 shares; 2026Q1: 16,778 shares 16,778 $3.33M 0.05% -6,228 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,929 shares; 2024Q4: 8,817 shares; 2025Q1: 8,817 shares; 2025Q2: 9,387 shares; 2025Q3: 9,173 shares; 2025Q4: 9,381 shares; 2026Q1: 10,443 shares 10,443 $3.32M 0.05% +1,062 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,396 shares; 2024Q4: 2,752 shares; 2025Q1: 2,752 shares; 2025Q2: 5,219 shares; 2025Q3: 5,216 shares; 2025Q4: 6,072 shares; 2026Q1: 6,127 shares 6,127 $3.3M 0.05% +55 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,429 shares; 2024Q4: 4,750 shares; 2025Q1: 4,935 shares; 2025Q2: 10,264 shares; 2025Q3: 10,843 shares; 2025Q4: 14,641 shares; 2026Q1: 16,506 shares 16,506 $3.26M 0.05% +1,865 Timeline TCAL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,195 shares; 2026Q1: 145,401 shares 145,401 $3.25M 0.05% +121,206 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,217 shares; 2024Q4: 24,714 shares; 2025Q1: 24,714 shares; 2025Q2: 33,897 shares; 2025Q3: 35,111 shares; 2025Q4: 35,769 shares; 2026Q1: 38,181 shares 38,181 $3.24M 0.05% +2,412 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,247 shares; 2024Q4: 6,980 shares; 2025Q1: 7,012 shares; 2025Q2: 11,104 shares; 2025Q3: 13,119 shares; 2025Q4: 15,507 shares; 2026Q1: 15,687 shares 15,687 $3.23M 0.05% +180 Timeline TUA 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: 78,480 shares; 2024Q4: 27,135 shares; 2025Q1: 27,135 shares; 2025Q2: 84,934 shares; 2025Q3: 103,622 shares; 2025Q4: 129,655 shares; 2026Q1: 152,411 shares 152,411 $3.22M 0.05% +22,756 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,041 shares; 2024Q4: 31,866 shares; 2025Q1: 31,866 shares; 2025Q2: 33,526 shares; 2025Q3: 34,469 shares; 2025Q4: 51,068 shares; 2026Q1: 43,826 shares 43,826 $3.19M 0.05% -7,242 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: 6,909 shares; 2024Q4: 6,873 shares; 2025Q1: 6,873 shares; 2025Q2: 8,615 shares; 2025Q3: 10,323 shares; 2025Q4: 10,100 shares; 2026Q1: 10,671 shares 10,671 $3.19M 0.05% +571 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,287 shares; 2024Q4: 29,204 shares; 2025Q1: 29,204 shares; 2025Q2: 35,932 shares; 2025Q3: 48,792 shares; 2025Q4: 55,740 shares; 2026Q1: 60,964 shares 60,964 $3.17M 0.05% +5,224 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,299 shares; 2024Q4: 12,348 shares; 2025Q1: 12,648 shares; 2025Q2: 10,057 shares; 2025Q3: 10,157 shares; 2025Q4: 10,477 shares; 2026Q1: 8,083 shares 8,083 $3.16M 0.05% -2,394 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: 20,627 shares; 2024Q4: 33,950 shares; 2025Q1: 34,075 shares; 2025Q2: 33,921 shares; 2025Q3: 33,764 shares; 2025Q4: 38,195 shares; 2026Q1: 52,227 shares 52,227 $3.07M 0.05% +14,032 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: 4,034 shares; 2024Q4: 5,306 shares; 2025Q1: 5,326 shares; 2025Q2: 8,714 shares; 2025Q3: 9,959 shares; 2025Q4: 11,425 shares; 2026Q1: 13,357 shares 13,357 $3.07M 0.05% +1,932 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,525 shares; 2024Q4: 47,151 shares; 2025Q1: 47,155 shares; 2025Q2: 65,229 shares; 2025Q3: 41,573 shares; 2025Q4: 44,290 shares; 2026Q1: 55,574 shares 55,574 $3.07M 0.04% +11,284 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71,439 shares; 2025Q4: 90,860 shares; 2026Q1: 103,089 shares 103,089 $3.03M 0.04% +12,229 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: 28,486 shares; 2024Q4: 31,066 shares; 2025Q1: 31,066 shares; 2025Q2: 44,569 shares; 2025Q3: 47,502 shares; 2025Q4: 59,032 shares; 2026Q1: 74,963 shares 74,963 $3.01M 0.04% +15,931 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: 38,273 shares; 2024Q4: 35,495 shares; 2025Q1: 35,495 shares; 2025Q2: 10,318 shares; 2025Q3: 12,147 shares; 2025Q4: 32,662 shares; 2026Q1: 64,004 shares 64,004 $3M 0.04% +31,342 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,034 shares; 2024Q4: 15,046 shares; 2025Q1: 15,046 shares; 2025Q2: 14,758 shares; 2025Q3: 15,157 shares; 2025Q4: 13,028 shares; 2026Q1: 12,532 shares 12,532 $3M 0.04% -496 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,353 shares; 2024Q4: 37,671 shares; 2025Q1: 38,140 shares; 2025Q2: 49,163 shares; 2025Q3: 50,487 shares; 2025Q4: 48,487 shares; 2026Q1: 43,755 shares 43,755 $2.98M 0.04% -4,732 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: 9,994 shares; 2024Q4: 12,175 shares; 2025Q1: 12,175 shares; 2025Q2: 14,232 shares; 2025Q3: 14,634 shares; 2025Q4: 13,318 shares; 2026Q1: 14,129 shares 14,129 $2.97M 0.04% +811 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,022 shares; 2024Q4: 27,881 shares; 2025Q1: 28,005 shares; 2025Q2: 31,867 shares; 2025Q3: 34,937 shares; 2025Q4: 39,893 shares; 2026Q1: 41,146 shares 41,146 $2.96M 0.04% +1,253 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,233 shares; 2024Q4: 73,471 shares; 2025Q1: 73,460 shares; 2025Q2: 27,539 shares; 2025Q3: 16,731 shares; 2025Q4: 15,757 shares; 2026Q1: 26,484 shares 26,484 $2.95M 0.04% +10,727 Timeline PRN 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: 11,749 shares; 2025Q3: 11,950 shares; 2025Q4: 14,224 shares; 2026Q1: 15,115 shares 15,115 $2.94M 0.04% +891 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,796 shares; 2024Q4: 13,399 shares; 2025Q1: 15,493 shares; 2025Q2: 14,293 shares; 2025Q3: 18,014 shares; 2025Q4: 18,023 shares; 2026Q1: 24,774 shares 24,774 $2.94M 0.04% +6,751 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,299 shares; 2024Q4: 5,463 shares; 2025Q1: 5,463 shares; 2025Q2: 6,600 shares; 2025Q3: 6,837 shares; 2025Q4: 6,319 shares; 2026Q1: 6,578 shares 6,578 $2.94M 0.04% +259 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,641 shares; 2024Q4: 5,138 shares; 2025Q1: 5,140 shares; 2025Q2: 6,412 shares; 2025Q3: 7,617 shares; 2025Q4: 8,288 shares; 2026Q1: 10,508 shares 10,508 $2.93M 0.04% +2,220 Timeline KJUL 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: 70,884 shares; 2024Q4: 70,108 shares; 2025Q1: 70,108 shares; 2025Q2: 69,298 shares; 2025Q3: 91,525 shares; 2025Q4: 90,668 shares; 2026Q1: 90,433 shares 90,433 $2.9M 0.04% -235 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 1,187 shares; 2025Q3: 1,061 shares; 2025Q4: not reported; 2026Q1: 32,743 shares 32,743 $2.89M 0.04% new Timeline FDEM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,508 shares; 2025Q1: 2,508 shares; 2025Q2: 11,994 shares; 2025Q3: 41,306 shares; 2025Q4: 68,387 shares; 2026Q1: 91,135 shares 91,135 $2.88M 0.04% +22,748 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,473 shares; 2024Q4: 25,957 shares; 2025Q1: 25,957 shares; 2025Q2: 28,016 shares; 2025Q3: 29,700 shares; 2025Q4: 31,696 shares; 2026Q1: 31,082 shares 31,082 $2.88M 0.04% -614 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,734 shares; 2024Q4: 5,899 shares; 2025Q1: 5,899 shares; 2025Q2: 6,199 shares; 2025Q3: 6,331 shares; 2025Q4: 6,414 shares; 2026Q1: 7,165 shares 7,165 $2.85M 0.04% +751 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,610 shares; 2024Q4: 2,814 shares; 2025Q1: 2,814 shares; 2025Q2: 3,037 shares; 2025Q3: 3,526 shares; 2025Q4: 20,424 shares; 2026Q1: 27,199 shares 27,199 $2.84M 0.04% +6,775 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: 21,217 shares; 2024Q4: 20,600 shares; 2025Q1: 20,655 shares; 2025Q2: 30,724 shares; 2025Q3: 16,458 shares; 2025Q4: 36,902 shares; 2026Q1: 40,408 shares 40,408 $2.84M 0.04% +3,506 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,817 shares; 2024Q4: 9,599 shares; 2025Q1: 9,602 shares; 2025Q2: 13,415 shares; 2025Q3: 14,168 shares; 2025Q4: 14,841 shares; 2026Q1: 10,692 shares 10,692 $2.84M 0.04% -4,149 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,005 shares; 2024Q4: 2,581 shares; 2025Q1: 2,581 shares; 2025Q2: 4,361 shares; 2025Q3: 4,737 shares; 2025Q4: 9,198 shares; 2026Q1: 10,071 shares 10,071 $2.83M 0.04% +873 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: 5,461 shares; 2024Q4: 6,880 shares; 2025Q1: 6,880 shares; 2025Q2: 14,428 shares; 2025Q3: 14,142 shares; 2025Q4: 13,088 shares; 2026Q1: 21,509 shares 21,509 $2.82M 0.04% +8,421 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,729 shares; 2024Q4: 9,836 shares; 2025Q1: 9,836 shares; 2025Q2: 12,905 shares; 2025Q3: 13,455 shares; 2025Q4: 12,992 shares; 2026Q1: 16,623 shares 16,623 $2.81M 0.04% +3,631 Timeline PZA 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: 52,073 shares; 2024Q4: 87,879 shares; 2025Q1: 87,879 shares; 2025Q2: 68,575 shares; 2025Q3: 88,154 shares; 2025Q4: 87,296 shares; 2026Q1: 121,287 shares 121,287 $2.79M 0.04% +33,991 Timeline JUST 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: 20,633 shares; 2024Q4: 22,662 shares; 2025Q1: 22,662 shares; 2025Q2: 26,120 shares; 2025Q3: 26,499 shares; 2025Q4: 28,875 shares; 2026Q1: 30,129 shares 30,129 $2.79M 0.04% +1,254 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: 9,391 shares; 2024Q4: 4,250 shares; 2025Q1: 4,250 shares; 2025Q2: 4,763 shares; 2025Q3: 4,869 shares; 2025Q4: 4,116 shares; 2026Q1: 17,477 shares 17,477 $2.75M 0.04% +13,361 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,884 shares; 2024Q4: 5,584 shares; 2025Q1: 5,584 shares; 2025Q2: 6,614 shares; 2025Q3: 6,386 shares; 2025Q4: 6,633 shares; 2026Q1: 6,585 shares 6,585 $2.74M 0.04% -48 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,400 shares; 2024Q4: 16,260 shares; 2025Q1: 16,260 shares; 2025Q2: 28,394 shares; 2025Q3: 30,736 shares; 2025Q4: 28,067 shares; 2026Q1: 18,920 shares 18,920 $2.74M 0.04% -9,147 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,741 shares; 2024Q4: 4,380 shares; 2025Q1: 4,380 shares; 2025Q2: 16,259 shares; 2025Q3: 39,548 shares; 2025Q4: 53,241 shares; 2026Q1: 73,262 shares 73,262 $2.73M 0.04% +20,021 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,356 shares; 2024Q4: 127,414 shares; 2025Q1: 127,414 shares; 2025Q2: 124,690 shares; 2025Q3: 123,814 shares; 2025Q4: 63,504 shares; 2026Q1: 63,137 shares 63,137 $2.72M 0.04% -367 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,091 shares; 2024Q4: 3,362 shares; 2025Q1: 3,362 shares; 2025Q2: 8,962 shares; 2025Q3: 9,142 shares; 2025Q4: 11,430 shares; 2026Q1: 13,005 shares 13,005 $2.72M 0.04% +1,575 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,472 shares; 2024Q4: 11,856 shares; 2025Q1: 11,895 shares; 2025Q2: 12,474 shares; 2025Q3: 13,658 shares; 2025Q4: 12,894 shares; 2026Q1: 13,643 shares 13,643 $2.72M 0.04% +749 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,948 shares; 2024Q4: 4,329 shares; 2025Q1: 4,379 shares; 2025Q2: 5,349 shares; 2025Q3: 4,809 shares; 2025Q4: 4,752 shares; 2026Q1: 4,799 shares 4,799 $2.7M 0.04% +47 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,374 shares; 2024Q4: 12,405 shares; 2025Q1: 12,405 shares; 2025Q2: 11,440 shares; 2025Q3: 12,386 shares; 2025Q4: 12,929 shares; 2026Q1: 12,370 shares 12,370 $2.69M 0.04% -559 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,075 shares; 2024Q4: 42,247 shares; 2025Q1: 42,255 shares; 2025Q2: 23,700 shares; 2025Q3: 25,107 shares; 2025Q4: 26,360 shares; 2026Q1: 27,273 shares 27,273 $2.68M 0.04% +913 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,773 shares; 2024Q4: 13,242 shares; 2025Q1: 13,242 shares; 2025Q2: 14,672 shares; 2025Q3: 11,919 shares; 2025Q4: 9,122 shares; 2026Q1: 9,508 shares 9,508 $2.68M 0.04% +386 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,221 shares; 2024Q4: 50,685 shares; 2025Q1: 51,256 shares; 2025Q2: 44,656 shares; 2025Q3: 33,737 shares; 2025Q4: 35,812 shares; 2026Q1: 40,690 shares 40,690 $2.67M 0.04% +4,878 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,915 shares; 2024Q4: 280,270 shares; 2025Q1: 280,270 shares; 2025Q2: 390,542 shares; 2025Q3: 371,463 shares; 2025Q4: 346,333 shares; 2026Q1: 72,431 shares 72,431 $2.67M 0.04% -273,902 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,937 shares; 2024Q4: 5,750 shares; 2025Q1: 5,770 shares; 2025Q2: 8,517 shares; 2025Q3: 10,360 shares; 2025Q4: 21,100 shares; 2026Q1: 24,619 shares 24,619 $2.66M 0.04% +3,519 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: 10,706 shares; 2024Q4: 10,936 shares; 2025Q1: 11,036 shares; 2025Q2: 11,559 shares; 2025Q3: 10,986 shares; 2025Q4: 10,643 shares; 2026Q1: 11,233 shares 11,233 $2.65M 0.04% +590 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,182 shares; 2026Q1: 46,551 shares 46,551 $2.65M 0.04% +5,369 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: 519 shares; 2024Q4: 519 shares; 2025Q1: 519 shares; 2025Q2: 5,568 shares; 2025Q3: 27,206 shares; 2025Q4: 30,017 shares; 2026Q1: 30,569 shares 30,569 $2.64M 0.04% +552 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,510 shares; 2024Q4: 12,329 shares; 2025Q1: 12,329 shares; 2025Q2: 12,740 shares; 2025Q3: 30,440 shares; 2025Q4: 28,815 shares; 2026Q1: 28,770 shares 28,770 $2.64M 0.04% -45 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,191 shares; 2024Q4: 7,634 shares; 2025Q1: 7,634 shares; 2025Q2: 14,055 shares; 2025Q3: 19,479 shares; 2025Q4: 21,252 shares; 2026Q1: 52,411 shares 52,411 $2.64M 0.04% +31,159 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,359 shares; 2024Q4: 27,163 shares; 2025Q1: 28,222 shares; 2025Q2: 32,716 shares; 2025Q3: 34,296 shares; 2025Q4: 33,542 shares; 2026Q1: 33,557 shares 33,557 $2.63M 0.04% +15 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,108 shares; 2024Q4: 10,960 shares; 2025Q1: 10,960 shares; 2025Q2: 16,672 shares; 2025Q3: 14,238 shares; 2025Q4: 18,850 shares; 2026Q1: 32,179 shares 32,179 $2.63M 0.04% +13,329 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,009 shares; 2024Q4: 9,643 shares; 2025Q1: 9,643 shares; 2025Q2: 11,016 shares; 2025Q3: 23,378 shares; 2025Q4: 25,432 shares; 2026Q1: 24,304 shares 24,304 $2.61M 0.04% -1,128 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,161 shares; 2024Q4: 4,795 shares; 2025Q1: 4,795 shares; 2025Q2: 4,058 shares; 2025Q3: 4,349 shares; 2025Q4: 4,869 shares; 2026Q1: 12,099 shares 12,099 $2.6M 0.04% +7,230 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,487 shares; 2024Q4: 6,007 shares; 2025Q1: 6,007 shares; 2025Q2: 8,228 shares; 2025Q3: 17,294 shares; 2025Q4: 18,880 shares; 2026Q1: 12,475 shares 12,475 $2.59M 0.04% -6,405 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,990 shares; 2024Q4: 5,530 shares; 2025Q1: 5,530 shares; 2025Q2: 6,877 shares; 2025Q3: 7,423 shares; 2025Q4: 12,465 shares; 2026Q1: 13,085 shares 13,085 $2.59M 0.04% +620 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 770 shares; 2024Q4: 683 shares; 2025Q1: 683 shares; 2025Q2: 968 shares; 2025Q3: 1,064 shares; 2025Q4: not reported; 2026Q1: 51,419 shares 51,419 $2.57M 0.04% new Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,223 shares; 2024Q4: 35,599 shares; 2025Q1: 35,599 shares; 2025Q2: 47,599 shares; 2025Q3: 47,868 shares; 2025Q4: 76,018 shares; 2026Q1: 81,221 shares 81,221 $2.56M 0.04% +5,203 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,300 shares; 2024Q4: 7,751 shares; 2025Q1: 7,751 shares; 2025Q2: 10,101 shares; 2025Q3: 10,427 shares; 2025Q4: 10,521 shares; 2026Q1: 9,915 shares 9,915 $2.55M 0.04% -606 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,179 shares; 2024Q4: 2,313 shares; 2025Q1: 2,314 shares; 2025Q2: 3,807 shares; 2025Q3: 3,852 shares; 2025Q4: 3,828 shares; 2026Q1: 3,735 shares 3,735 $2.55M 0.04% -93 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,061 shares; 2024Q4: 26,730 shares; 2025Q1: 26,730 shares; 2025Q2: 39,624 shares; 2025Q3: 38,424 shares; 2025Q4: 37,184 shares; 2026Q1: 43,500 shares 43,500 $2.54M 0.04% +6,316 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: 33,581 shares; 2024Q4: 82,966 shares; 2025Q1: 82,966 shares; 2025Q2: 82,304 shares; 2025Q3: 87,807 shares; 2025Q4: 94,453 shares; 2026Q1: 101,926 shares 101,926 $2.54M 0.04% +7,473 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 451 shares; 2025Q3: 480 shares; 2025Q4: not reported; 2026Q1: 31,598 shares 31,598 $2.53M 0.04% new Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,318 shares; 2024Q4: 10,810 shares; 2025Q1: 10,810 shares; 2025Q2: 24,351 shares; 2025Q3: 27,281 shares; 2025Q4: 41,134 shares; 2026Q1: 63,806 shares 63,806 $2.49M 0.04% +22,672 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 311,830 shares; 2024Q4: 403,614 shares; 2025Q1: 403,614 shares; 2025Q2: 582,944 shares; 2025Q3: 582,366 shares; 2025Q4: 549,655 shares; 2026Q1: 105,715 shares 105,715 $2.47M 0.04% -443,940 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,034 shares; 2024Q4: 5,550 shares; 2025Q1: 5,573 shares; 2025Q2: 4,420 shares; 2025Q3: 4,646 shares; 2025Q4: 9,205 shares; 2026Q1: 10,031 shares 10,031 $2.45M 0.04% +826 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,166 shares; 2024Q4: 4,377 shares; 2025Q1: 4,377 shares; 2025Q2: 19,221 shares; 2025Q3: 1,244 shares; 2025Q4: 22,308 shares; 2026Q1: 94,680 shares 94,680 $2.44M 0.04% +72,372 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,933 shares; 2024Q4: 5,744 shares; 2025Q1: 5,744 shares; 2025Q2: 7,505 shares; 2025Q3: 8,788 shares; 2025Q4: 10,511 shares; 2026Q1: 47,334 shares 47,334 $2.43M 0.04% +36,823 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,461 shares; 2024Q4: 5,424 shares; 2025Q1: 5,443 shares; 2025Q2: 5,475 shares; 2025Q3: 5,137 shares; 2025Q4: 5,159 shares; 2026Q1: 5,659 shares 5,659 $2.41M 0.04% +500 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 663 shares; 2024Q4: 1,270 shares; 2025Q1: 1,270 shares; 2025Q2: 4,964 shares; 2025Q3: 3,803 shares; 2025Q4: 5,407 shares; 2026Q1: 5,919 shares 5,919 $2.41M 0.04% +512 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: 10,700 shares; 2024Q4: 11,215 shares; 2025Q1: 11,218 shares; 2025Q2: 12,408 shares; 2025Q3: 14,017 shares; 2025Q4: 16,246 shares; 2026Q1: 17,433 shares 17,433 $2.39M 0.04% +1,187 Timeline RONB BARON ETF TR More: the full row for BARON 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: 104,488 shares 104,488 $2.39M 0.04% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,959 shares; 2024Q4: 6,170 shares; 2025Q1: 6,388 shares; 2025Q2: 6,510 shares; 2025Q3: 9,295 shares; 2025Q4: 15,185 shares; 2026Q1: 17,553 shares 17,553 $2.39M 0.04% +2,368 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,524 shares; 2024Q4: 19,501 shares; 2025Q1: 19,501 shares; 2025Q2: 21,127 shares; 2025Q3: 20,547 shares; 2025Q4: 20,437 shares; 2026Q1: 22,367 shares 22,367 $2.38M 0.03% +1,930 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,318 shares; 2024Q4: 6,695 shares; 2025Q1: 6,695 shares; 2025Q2: 7,797 shares; 2025Q3: 9,578 shares; 2025Q4: 7,616 shares; 2026Q1: 9,115 shares 9,115 $2.37M 0.03% +1,499 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,508 shares; 2024Q4: 5,289 shares; 2025Q1: 5,292 shares; 2025Q2: 6,008 shares; 2025Q3: 6,271 shares; 2025Q4: 6,394 shares; 2026Q1: 6,244 shares 6,244 $2.37M 0.03% -150 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,925 shares; 2024Q4: 42,720 shares; 2025Q1: 42,720 shares; 2025Q2: 49,971 shares; 2025Q3: 56,334 shares; 2025Q4: 66,468 shares; 2026Q1: 81,207 shares 81,207 $2.37M 0.03% +14,739 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,663 shares; 2024Q4: 24,807 shares; 2025Q1: 24,867 shares; 2025Q2: 25,318 shares; 2025Q3: 30,836 shares; 2025Q4: 46,344 shares; 2026Q1: 48,326 shares 48,326 $2.36M 0.03% +1,982 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 452 shares; 2024Q4: 3,175 shares; 2025Q1: 3,343 shares; 2025Q2: 2,821 shares; 2025Q3: 6,827 shares; 2025Q4: 8,010 shares; 2026Q1: 21,402 shares 21,402 $2.35M 0.03% +13,392 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 1,636 shares; 2025Q1: 1,636 shares; 2025Q2: 5,754 shares; 2025Q3: 20,863 shares; 2025Q4: 16,810 shares; 2026Q1: 17,588 shares 17,588 $2.34M 0.03% +778 Timeline IOCT 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: 69,833 shares; 2025Q1: 69,833 shares; 2025Q2: 68,245 shares; 2025Q3: 67,970 shares; 2025Q4: 67,305 shares; 2026Q1: 66,786 shares 66,786 $2.34M 0.03% -519 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: 2,304 shares; 2024Q4: 2,757 shares; 2025Q1: 2,757 shares; 2025Q2: 3,015 shares; 2025Q3: 2,999 shares; 2025Q4: 3,014 shares; 2026Q1: 3,193 shares 3,193 $2.32M 0.03% +179 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,091 shares; 2024Q4: 11,715 shares; 2025Q1: 11,924 shares; 2025Q2: 17,713 shares; 2025Q3: 18,966 shares; 2025Q4: 19,469 shares; 2026Q1: 24,081 shares 24,081 $2.32M 0.03% +4,612 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,945 shares; 2024Q4: 1,849 shares; 2025Q1: 1,849 shares; 2025Q2: 19,747 shares; 2025Q3: 21,213 shares; 2025Q4: 20,663 shares; 2026Q1: 20,980 shares 20,980 $2.32M 0.03% +317 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,406 shares; 2024Q4: 11,337 shares; 2025Q1: 11,337 shares; 2025Q2: 11,806 shares; 2025Q3: 54,469 shares; 2025Q4: 42,235 shares; 2026Q1: 38,180 shares 38,180 $2.3M 0.03% -4,055 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: 23,267 shares; 2024Q4: 24,544 shares; 2025Q1: 24,619 shares; 2025Q2: 21,741 shares; 2025Q3: 22,869 shares; 2025Q4: 24,786 shares; 2026Q1: 23,829 shares 23,829 $2.3M 0.03% -957 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: 9,332 shares; 2024Q4: 10,034 shares; 2025Q1: 10,034 shares; 2025Q2: 11,008 shares; 2025Q3: 10,959 shares; 2025Q4: 9,566 shares; 2026Q1: 8,627 shares 8,627 $2.3M 0.03% -939 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,847 shares; 2024Q4: 28,451 shares; 2025Q1: 29,623 shares; 2025Q2: 30,804 shares; 2025Q3: 30,407 shares; 2025Q4: 30,842 shares; 2026Q1: 29,136 shares 29,136 $2.3M 0.03% -1,706 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,858 shares; 2024Q4: 51,899 shares; 2025Q1: 51,993 shares; 2025Q2: 41,780 shares; 2025Q3: 47,193 shares; 2025Q4: 48,509 shares; 2026Q1: 49,787 shares 49,787 $2.29M 0.03% +1,278 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,136 shares; 2024Q4: 156,641 shares; 2025Q1: 156,641 shares; 2025Q2: 175,601 shares; 2025Q3: 182,483 shares; 2025Q4: 179,735 shares; 2026Q1: 188,836 shares 188,836 $2.28M 0.03% +9,101 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,064 shares; 2024Q4: 101,188 shares; 2025Q1: 101,188 shares; 2025Q2: 93,940 shares; 2025Q3: 125,228 shares; 2025Q4: 136,433 shares; 2026Q1: 133,164 shares 133,164 $2.28M 0.03% -3,269 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,707 shares; 2024Q4: 29,848 shares; 2025Q1: 29,894 shares; 2025Q2: 32,511 shares; 2025Q3: 35,554 shares; 2025Q4: 36,480 shares; 2026Q1: 36,769 shares 36,769 $2.28M 0.03% +289 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,828 shares; 2024Q4: 10,941 shares; 2025Q1: 10,941 shares; 2025Q2: 10,764 shares; 2025Q3: 11,091 shares; 2025Q4: 26,812 shares; 2026Q1: 27,998 shares 27,998 $2.27M 0.03% +1,186 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 25,508 shares; 2025Q3: 26,660 shares; 2025Q4: 29,561 shares; 2026Q1: 30,106 shares 30,106 $2.27M 0.03% +545 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,885 shares; 2024Q4: 7,041 shares; 2025Q1: 7,041 shares; 2025Q2: 10,206 shares; 2025Q3: 10,743 shares; 2025Q4: 11,333 shares; 2026Q1: 11,138 shares 11,138 $2.26M 0.03% -195 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,491 shares; 2024Q4: 38,543 shares; 2025Q1: 39,186 shares; 2025Q2: 41,690 shares; 2025Q3: 41,869 shares; 2025Q4: 43,019 shares; 2026Q1: 42,987 shares 42,987 $2.26M 0.03% -32 Timeline BBHY 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: 508 shares; 2024Q4: 508 shares; 2025Q1: 508 shares; 2025Q2: 9,757 shares; 2025Q3: 23,773 shares; 2025Q4: 28,520 shares; 2026Q1: 49,045 shares 49,045 $2.25M 0.03% +20,525 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,940 shares; 2024Q4: 7,418 shares; 2025Q1: 7,418 shares; 2025Q2: 8,795 shares; 2025Q3: 12,061 shares; 2025Q4: 13,608 shares; 2026Q1: 14,885 shares 14,885 $2.24M 0.03% +1,277 Timeline IDMO 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: 10,059 shares; 2025Q3: 14,038 shares; 2025Q4: 15,396 shares; 2026Q1: 40,824 shares 40,824 $2.24M 0.03% +25,428 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,201 shares; 2024Q4: 8,422 shares; 2025Q1: 8,422 shares; 2025Q2: 6,958 shares; 2025Q3: 7,080 shares; 2025Q4: 10,450 shares; 2026Q1: 57,272 shares 57,272 $2.23M 0.03% +46,822 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: 15,494 shares; 2024Q4: 17,186 shares; 2025Q1: 18,357 shares; 2025Q2: 21,687 shares; 2025Q3: 14,192 shares; 2025Q4: 15,381 shares; 2026Q1: 11,214 shares 11,214 $2.22M 0.03% -4,167 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,016 shares; 2024Q4: 44,057 shares; 2025Q1: 44,057 shares; 2025Q2: 38,579 shares; 2025Q3: 41,521 shares; 2025Q4: 43,622 shares; 2026Q1: 31,536 shares 31,536 $2.21M 0.03% -12,086 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,203 shares; 2024Q4: 3,574 shares; 2025Q1: 3,574 shares; 2025Q2: 3,749 shares; 2025Q3: 3,652 shares; 2025Q4: 3,441 shares; 2026Q1: 3,238 shares 3,238 $2.21M 0.03% -203 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: 16,255 shares; 2024Q4: 16,739 shares; 2025Q1: 16,739 shares; 2025Q2: 11,782 shares; 2025Q3: 9,489 shares; 2025Q4: 11,074 shares; 2026Q1: 12,077 shares 12,077 $2.2M 0.03% +1,003 Timeline CWB 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: 30,402 shares; 2024Q4: 28,856 shares; 2025Q1: 29,679 shares; 2025Q2: 25,602 shares; 2025Q3: 22,399 shares; 2025Q4: 22,754 shares; 2026Q1: 23,946 shares 23,946 $2.19M 0.03% +1,192 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 319 shares; 2025Q1: 319 shares; 2025Q2: 15,055 shares; 2025Q3: 17,417 shares; 2025Q4: 21,034 shares; 2026Q1: 23,451 shares 23,451 $2.19M 0.03% +2,417 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: 89,935 shares; 2024Q4: 90,888 shares; 2025Q1: 90,888 shares; 2025Q2: 98,980 shares; 2025Q3: 93,504 shares; 2025Q4: 92,179 shares; 2026Q1: 95,194 shares 95,194 $2.18M 0.03% +3,015 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,928 shares; 2024Q4: 10,930 shares; 2025Q1: 10,930 shares; 2025Q2: 11,445 shares; 2025Q3: 13,243 shares; 2025Q4: 11,890 shares; 2026Q1: 12,399 shares 12,399 $2.18M 0.03% +509 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 365 shares; 2024Q4: 7,631 shares; 2025Q1: 7,631 shares; 2025Q2: 24,618 shares; 2025Q3: 19,575 shares; 2025Q4: 26,212 shares; 2026Q1: 44,023 shares 44,023 $2.18M 0.03% +17,811 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,853 shares; 2024Q4: 2,658 shares; 2025Q1: 2,660 shares; 2025Q2: 2,795 shares; 2025Q3: 2,783 shares; 2025Q4: 2,778 shares; 2026Q1: 2,981 shares 2,981 $2.17M 0.03% +203 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,042 shares; 2024Q4: 42,036 shares; 2025Q1: 42,036 shares; 2025Q2: 28,974 shares; 2025Q3: 27,529 shares; 2025Q4: 23,799 shares; 2026Q1: 23,325 shares 23,325 $2.16M 0.03% -474 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: 16,865 shares; 2024Q4: 18,036 shares; 2025Q1: 18,592 shares; 2025Q2: 20,786 shares; 2025Q3: 21,941 shares; 2025Q4: 22,741 shares; 2026Q1: 18,759 shares 18,759 $2.16M 0.03% -3,982 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,642 shares; 2024Q4: 697,501 shares; 2025Q1: 697,501 shares; 2025Q2: 227,380 shares; 2025Q3: 254,136 shares; 2025Q4: 267,120 shares; 2026Q1: 22,030 shares 22,030 $2.16M 0.03% -245,090 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,957 shares; 2024Q4: 21,288 shares; 2025Q1: 21,330 shares; 2025Q2: 12,631 shares; 2025Q3: 11,784 shares; 2025Q4: 12,027 shares; 2026Q1: 23,153 shares 23,153 $2.15M 0.03% +11,126 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,989 shares; 2024Q4: 9,036 shares; 2025Q1: 9,036 shares; 2025Q2: 13,392 shares; 2025Q3: 16,781 shares; 2025Q4: 20,995 shares; 2026Q1: 14,800 shares 14,800 $2.15M 0.03% -6,195 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: 5,779 shares; 2024Q4: 14,169 shares; 2025Q1: 14,169 shares; 2025Q2: 38,914 shares; 2025Q3: 27,030 shares; 2025Q4: 85,944 shares; 2026Q1: 70,998 shares 70,998 $2.13M 0.03% -14,946 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,319 shares; 2024Q4: 7,669 shares; 2025Q1: 7,744 shares; 2025Q2: 9,696 shares; 2025Q3: 9,925 shares; 2025Q4: 10,104 shares; 2026Q1: 9,855 shares 9,855 $2.13M 0.03% -249 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,757 shares; 2024Q4: 9,461 shares; 2025Q1: 9,521 shares; 2025Q2: 9,153 shares; 2025Q3: 9,582 shares; 2025Q4: 9,551 shares; 2026Q1: 9,872 shares 9,872 $2.13M 0.03% +321 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,547 shares; 2024Q4: 6,872 shares; 2025Q1: 6,872 shares; 2025Q2: 7,474 shares; 2025Q3: 6,622 shares; 2025Q4: 7,573 shares; 2026Q1: 9,176 shares 9,176 $2.11M 0.03% +1,603 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,511 shares; 2024Q4: 43,946 shares; 2025Q1: 43,946 shares; 2025Q2: 53,075 shares; 2025Q3: 65,409 shares; 2025Q4: 71,072 shares; 2026Q1: 74,679 shares 74,679 $2.09M 0.03% +3,607 Timeline FEM 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: 56,404 shares; 2024Q4: 56,448 shares; 2025Q1: 56,448 shares; 2025Q2: 59,360 shares; 2025Q3: 69,299 shares; 2025Q4: 68,504 shares; 2026Q1: 69,621 shares 69,621 $2.09M 0.03% +1,117 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,455 shares; 2024Q4: 20,762 shares; 2025Q1: 20,798 shares; 2025Q2: 26,468 shares; 2025Q3: 27,930 shares; 2025Q4: 33,899 shares; 2026Q1: 19,825 shares 19,825 $2.08M 0.03% -14,074 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,886 shares; 2024Q4: 132,765 shares; 2025Q1: 132,765 shares; 2025Q2: 145,460 shares; 2025Q3: 153,560 shares; 2025Q4: 169,603 shares; 2026Q1: 188,994 shares 188,994 $2.08M 0.03% +19,391 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,371 shares; 2024Q4: 27,038 shares; 2025Q1: 27,038 shares; 2025Q2: 27,564 shares; 2025Q3: 28,234 shares; 2025Q4: 18,321 shares; 2026Q1: 18,534 shares 18,534 $2.08M 0.03% +213 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,433 shares; 2024Q4: 41,667 shares; 2025Q1: 41,667 shares; 2025Q2: 29,457 shares; 2025Q3: 20,998 shares; 2025Q4: 21,192 shares; 2026Q1: 20,510 shares 20,510 $2.06M 0.03% -682 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,957 shares; 2024Q4: 150,186 shares; 2025Q1: 150,186 shares; 2025Q2: 167,480 shares; 2025Q3: 176,150 shares; 2025Q4: 179,874 shares; 2026Q1: 186,875 shares 186,875 $2.06M 0.03% +7,001 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,721 shares; 2024Q4: 8,783 shares; 2025Q1: 8,825 shares; 2025Q2: 9,787 shares; 2025Q3: 10,124 shares; 2025Q4: 10,944 shares; 2026Q1: 12,013 shares 12,013 $2.06M 0.03% +1,069 Timeline VOX 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: 93,403 shares; 2024Q4: 95,503 shares; 2025Q1: 95,576 shares; 2025Q2: 88,093 shares; 2025Q3: 35,378 shares; 2025Q4: 35,715 shares; 2026Q1: 11,433 shares 11,433 $2.06M 0.03% -24,282 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,462 shares; 2024Q4: 79,201 shares; 2025Q1: 79,201 shares; 2025Q2: 77,898 shares; 2025Q3: 70,611 shares; 2025Q4: 69,608 shares; 2026Q1: 71,573 shares 71,573 $2.05M 0.03% +1,965 Timeline VVR INVESCO SR INCOME TR More: the full row for INVESCO SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 416,050 shares; 2024Q4: 450,267 shares; 2025Q1: 450,267 shares; 2025Q2: 519,162 shares; 2025Q3: 556,704 shares; 2025Q4: 594,365 shares; 2026Q1: 637,401 shares 637,401 $2.05M 0.03% +43,036 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,037 shares; 2024Q4: 80,454 shares; 2025Q1: 80,454 shares; 2025Q2: 105,886 shares; 2025Q3: 105,880 shares; 2025Q4: 120,508 shares; 2026Q1: 94,585 shares 94,585 $2.05M 0.03% -25,923 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,879 shares; 2024Q4: 11,090 shares; 2025Q1: 11,126 shares; 2025Q2: 10,148 shares; 2025Q3: 10,422 shares; 2025Q4: 11,349 shares; 2026Q1: 11,825 shares 11,825 $2.04M 0.03% +476 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,993 shares; 2024Q4: 171,480 shares; 2025Q1: 171,943 shares; 2025Q2: 179,153 shares; 2025Q3: 235,825 shares; 2025Q4: 89,200 shares; 2026Q1: 84,850 shares 84,850 $2.03M 0.03% -4,350 Timeline XRMI 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: 89,155 shares; 2024Q4: 95,432 shares; 2025Q1: 95,432 shares; 2025Q2: 103,890 shares; 2025Q3: 110,836 shares; 2025Q4: 114,459 shares; 2026Q1: 119,883 shares 119,883 $2.03M 0.03% +5,424 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,824 shares; 2024Q4: 21,158 shares; 2025Q1: 21,158 shares; 2025Q2: 21,878 shares; 2025Q3: 21,003 shares; 2025Q4: 20,517 shares; 2026Q1: 24,204 shares 24,204 $2.03M 0.03% +3,687 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,640 shares; 2024Q4: 50,432 shares; 2025Q1: 50,432 shares; 2025Q2: 48,958 shares; 2025Q3: 49,669 shares; 2025Q4: 49,876 shares; 2026Q1: 56,925 shares 56,925 $2.03M 0.03% +7,049 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: 2,997 shares; 2024Q4: 5,128 shares; 2025Q1: 5,148 shares; 2025Q2: 5,706 shares; 2025Q3: 5,828 shares; 2025Q4: 6,929 shares; 2026Q1: 8,070 shares 8,070 $2.02M 0.03% +1,141 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,307 shares; 2024Q4: 94,937 shares; 2025Q1: 95,000 shares; 2025Q2: 91,552 shares; 2025Q3: 83,057 shares; 2025Q4: 79,349 shares; 2026Q1: 78,534 shares 78,534 $2.01M 0.03% -815 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,147 shares; 2024Q4: 31,851 shares; 2025Q1: 31,851 shares; 2025Q2: 40,978 shares; 2025Q3: 43,996 shares; 2025Q4: 45,334 shares; 2026Q1: 44,890 shares 44,890 $2M 0.03% -444 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,413 shares; 2024Q4: 11,183 shares; 2025Q1: 11,183 shares; 2025Q2: 11,281 shares; 2025Q3: 10,388 shares; 2025Q4: 9,426 shares; 2026Q1: 16,902 shares 16,902 $2M 0.03% +7,476 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,729 shares; 2024Q4: 4,381 shares; 2025Q1: 4,381 shares; 2025Q2: 4,260 shares; 2025Q3: 3,580 shares; 2025Q4: 4,268 shares; 2026Q1: 3,827 shares 3,827 $2M 0.03% -441 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: 28,359 shares; 2024Q4: 32,693 shares; 2025Q1: 32,693 shares; 2025Q2: 27,118 shares; 2025Q3: 28,689 shares; 2025Q4: 34,286 shares; 2026Q1: 26,741 shares 26,741 $1.99M 0.03% -7,545 Timeline BLW BLACKROCK LTD DURATION INCOM More: the full row for BLACKROCK LTD DURATION INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 213,901 shares; 2024Q4: 212,931 shares; 2025Q1: 212,931 shares; 2025Q2: 172,147 shares; 2025Q3: 162,721 shares; 2025Q4: 158,067 shares; 2026Q1: 157,680 shares 157,680 $1.99M 0.03% -387 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,879 shares; 2024Q4: 13,338 shares; 2025Q1: 13,338 shares; 2025Q2: 16,882 shares; 2025Q3: 17,551 shares; 2025Q4: 19,272 shares; 2026Q1: 21,529 shares 21,529 $1.98M 0.03% +2,257 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,741 shares; 2024Q4: 11,317 shares; 2025Q1: 11,317 shares; 2025Q2: 12,847 shares; 2025Q3: 13,995 shares; 2025Q4: 12,005 shares; 2026Q1: 9,149 shares 9,149 $1.98M 0.03% -2,856 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,979 shares; 2024Q4: 16,702 shares; 2025Q1: 16,702 shares; 2025Q2: 12,786 shares; 2025Q3: 12,720 shares; 2025Q4: 13,043 shares; 2026Q1: 13,058 shares 13,058 $1.98M 0.03% +15 Timeline