BDBT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,444,888 shares; 2025Q3: 13,528,281 shares; 2025Q4: 15,754,964 shares; 2026Q1: 16,530,661 shares 16,530,661 $418M 7.67% +775,697 Timeline BLUX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,788,189 shares; 2025Q3: 13,083,139 shares; 2025Q4: 14,498,838 shares; 2026Q1: 15,094,897 shares 15,094,897 $415M 7.63% +596,059 Timeline BINT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,238,440 shares; 2025Q3: 8,796,275 shares; 2025Q4: 9,733,326 shares; 2026Q1: 9,952,151 shares 9,952,151 $285M 5.23% +218,825 Timeline BLUC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,558,640 shares; 2025Q3: 7,830,988 shares; 2025Q4: 8,668,219 shares; 2026Q1: 9,111,647 shares 9,111,647 $245M 4.5% +443,428 Timeline BVAL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,390,726 shares; 2025Q3: 6,615,045 shares; 2025Q4: 7,330,175 shares; 2026Q1: 7,605,895 shares 7,605,895 $213M 3.91% +275,720 Timeline BLGR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,417,191 shares; 2025Q3: 6,425,743 shares; 2025Q4: 7,045,388 shares; 2026Q1: 7,441,102 shares 7,441,102 $199M 3.65% +395,714 Timeline BLST 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,467,335 shares; 2025Q3: 4,674,960 shares; 2025Q4: 5,529,357 shares; 2026Q1: 5,778,730 shares 5,778,730 $145M 2.67% +249,373 Timeline BLTD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,524,379 shares; 2025Q3: 4,653,808 shares; 2025Q4: 5,360,451 shares; 2026Q1: 5,629,466 shares 5,629,466 $142M 2.61% +269,015 Timeline BLUI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,343,217 shares; 2025Q3: 3,287,646 shares; 2025Q4: 3,525,796 shares; 2026Q1: 3,762,047 shares 3,762,047 $96.3M 1.77% +236,251 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: 4,042,746 shares; 2024Q4: 4,293,510 shares; 2025Q1: 4,752,156 shares; 2025Q2: 1,312,340 shares; 2025Q3: 1,035,852 shares; 2025Q4: 1,399,914 shares; 2026Q1: 1,263,916 shares 1,263,916 $57.7M 1.06% -135,998 Timeline PRF 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: 5,980,169 shares; 2024Q4: 6,300,762 shares; 2025Q1: 6,861,510 shares; 2025Q2: 1,887,406 shares; 2025Q3: 1,395,529 shares; 2025Q4: 1,286,330 shares; 2026Q1: 1,134,257 shares 1,134,257 $53.9M 0.99% -152,073 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: 165,382 shares; 2024Q4: 170,468 shares; 2025Q1: 194,090 shares; 2025Q2: 214,907 shares; 2025Q3: 196,937 shares; 2025Q4: 206,228 shares; 2026Q1: 206,142 shares 206,142 $52.3M 0.96% -86 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: 2,727,967 shares; 2024Q4: 2,829,544 shares; 2025Q1: 2,946,637 shares; 2025Q2: 829,241 shares; 2025Q3: 633,446 shares; 2025Q4: 595,542 shares; 2026Q1: 525,501 shares 525,501 $51.5M 0.95% -70,041 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: not reported; 2024Q4: 12,975 shares; 2025Q1: 12,854 shares; 2025Q2: 115,855 shares; 2025Q3: 124,075 shares; 2025Q4: 297,487 shares; 2026Q1: 369,331 shares 369,331 $46.2M 0.85% +71,844 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 280,726 shares; 2025Q3: 388,065 shares; 2025Q4: 759,205 shares; 2026Q1: 880,823 shares 880,823 $40.9M 0.75% +121,618 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: 2,710,273 shares; 2024Q4: 2,864,839 shares; 2025Q1: 3,099,984 shares; 2025Q2: 978,037 shares; 2025Q3: 607,303 shares; 2025Q4: 560,038 shares; 2026Q1: 549,980 shares 549,980 $40.5M 0.74% -10,058 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: 204,268 shares; 2024Q4: 208,478 shares; 2025Q1: 379,384 shares; 2025Q2: 374,371 shares; 2025Q3: 325,910 shares; 2025Q4: 323,997 shares; 2026Q1: 400,709 shares 400,709 $40.3M 0.74% +76,712 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: 184,964 shares; 2024Q4: 209,043 shares; 2025Q1: 271,863 shares; 2025Q2: 268,244 shares; 2025Q3: 249,399 shares; 2025Q4: 227,482 shares; 2026Q1: 220,818 shares 220,818 $38.5M 0.71% -6,664 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: 254,587 shares; 2024Q4: 413,894 shares; 2025Q1: 584,637 shares; 2025Q2: 553,363 shares; 2025Q3: 400,339 shares; 2025Q4: 391,021 shares; 2026Q1: 378,993 shares 378,993 $34.7M 0.64% -12,028 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,483 shares; 2024Q4: 128,489 shares; 2025Q1: 98,519 shares; 2025Q2: 88,500 shares; 2025Q3: 351,275 shares; 2025Q4: 411,427 shares; 2026Q1: 409,838 shares 409,838 $33.8M 0.62% -1,589 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 249,502 shares; 2025Q3: 283,403 shares; 2025Q4: 767,597 shares; 2026Q1: 902,738 shares 902,738 $33.6M 0.62% +135,141 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 239,964 shares; 2025Q3: 262,089 shares; 2025Q4: 534,071 shares; 2026Q1: 663,672 shares 663,672 $33.3M 0.61% +129,601 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: 13,557 shares; 2025Q3: 494,956 shares; 2025Q4: 557,819 shares; 2026Q1: 570,425 shares 570,425 $31.3M 0.57% +12,606 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: 360,319 shares; 2024Q4: 380,027 shares; 2025Q1: 443,142 shares; 2025Q2: 401,116 shares; 2025Q3: 352,116 shares; 2025Q4: 345,088 shares; 2026Q1: 387,987 shares 387,987 $29.7M 0.55% +42,899 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: 50,643 shares; 2024Q4: 57,071 shares; 2025Q1: 58,917 shares; 2025Q2: 60,098 shares; 2025Q3: 62,674 shares; 2025Q4: 60,093 shares; 2026Q1: 76,721 shares 76,721 $28.4M 0.52% +16,628 Timeline BCRX BIOCRYST PHARMACEUTICALS INC More: the full row for BIOCRYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,870,700 shares 2,870,700 $27.3M 0.5% new Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,573,769 shares; 2024Q4: 3,828,009 shares; 2025Q1: 5,744,314 shares; 2025Q2: 1,477,428 shares; 2025Q3: 1,036,612 shares; 2025Q4: 950,659 shares; 2026Q1: 800,588 shares 800,588 $27.2M 0.5% -150,071 Timeline FFSM 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: 349,227 shares; 2025Q3: 391,942 shares; 2025Q4: 706,371 shares; 2026Q1: 843,183 shares 843,183 $26.9M 0.49% +136,812 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: 55,715 shares; 2024Q4: 56,266 shares; 2025Q1: 41,008 shares; 2025Q2: 39,431 shares; 2025Q3: 40,941 shares; 2025Q4: 40,792 shares; 2026Q1: 44,576 shares 44,576 $26.6M 0.49% +3,784 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 390,804 shares; 2024Q4: 400,887 shares; 2025Q1: 440,085 shares; 2025Q2: 209,352 shares; 2025Q3: 176,709 shares; 2025Q4: 191,508 shares; 2026Q1: 282,970 shares 282,970 $26.1M 0.48% +91,462 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: 353,190 shares; 2024Q4: 381,653 shares; 2025Q1: 411,699 shares; 2025Q2: 121,386 shares; 2025Q3: 116,234 shares; 2025Q4: 116,289 shares; 2026Q1: 108,314 shares 108,314 $25.7M 0.47% -7,975 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,906,333 shares; 2024Q4: 2,013,872 shares; 2025Q1: 1,483,749 shares; 2025Q2: 470,079 shares; 2025Q3: 368,686 shares; 2025Q4: 349,744 shares; 2026Q1: 318,155 shares 318,155 $25.2M 0.46% -31,589 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: 101,670 shares; 2024Q4: 108,983 shares; 2025Q1: 120,976 shares; 2025Q2: 122,147 shares; 2025Q3: 116,486 shares; 2025Q4: 115,134 shares; 2026Q1: 118,849 shares 118,849 $24.8M 0.45% +3,715 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: 119,630 shares; 2024Q4: 137,175 shares; 2025Q1: 147,535 shares; 2025Q2: 126,253 shares; 2025Q3: 112,769 shares; 2025Q4: 175,241 shares; 2026Q1: 183,465 shares 183,465 $24.4M 0.45% +8,224 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: 253,181 shares; 2024Q4: 267,918 shares; 2025Q1: 300,116 shares; 2025Q2: 274,096 shares; 2025Q3: 282,860 shares; 2025Q4: 327,507 shares; 2026Q1: 373,278 shares 373,278 $23.9M 0.44% +45,771 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 405,018 shares; 2025Q2: 395,882 shares; 2025Q3: 398,471 shares; 2025Q4: 419,044 shares; 2026Q1: 438,484 shares 438,484 $23.7M 0.43% +19,440 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: not reported; 2024Q4: 92,040 shares; 2025Q1: 85,873 shares; 2025Q2: 57,624 shares; 2025Q3: 59,676 shares; 2025Q4: 47,902 shares; 2026Q1: 40,994 shares 40,994 $23.7M 0.43% -6,908 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,739 shares; 2024Q4: 15,476 shares; 2025Q1: 10,305 shares; 2025Q2: 98,688 shares; 2025Q3: 110,210 shares; 2025Q4: 326,474 shares; 2026Q1: 637,968 shares 637,968 $22M 0.4% +311,494 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: 43,598 shares; 2024Q4: 43,191 shares; 2025Q1: 47,576 shares; 2025Q2: 42,202 shares; 2025Q3: 61,158 shares; 2025Q4: 46,693 shares; 2026Q1: 49,528 shares 49,528 $21.6M 0.4% +2,835 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: 62,554 shares; 2024Q4: 67,684 shares; 2025Q1: 75,418 shares; 2025Q2: 73,598 shares; 2025Q3: 69,035 shares; 2025Q4: 71,998 shares; 2026Q1: 74,836 shares 74,836 $21.5M 0.4% +2,838 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: 106,491 shares; 2024Q4: 104,114 shares; 2025Q1: 102,740 shares; 2025Q2: 112,032 shares; 2025Q3: 103,737 shares; 2025Q4: 105,000 shares; 2026Q1: 108,700 shares 108,700 $21.3M 0.39% +3,700 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,640,052 shares; 2024Q4: 1,709,182 shares; 2025Q1: 1,898,736 shares; 2025Q2: 576,157 shares; 2025Q3: 408,146 shares; 2025Q4: 381,104 shares; 2026Q1: 347,950 shares 347,950 $20.6M 0.38% -33,154 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: 87,652 shares; 2024Q4: 85,740 shares; 2025Q1: 64,457 shares; 2025Q2: 57,408 shares; 2025Q3: 158,195 shares; 2025Q4: 167,526 shares; 2026Q1: 271,890 shares 271,890 $20.4M 0.38% +104,364 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: 637,192 shares; 2024Q4: 775,220 shares; 2025Q1: 1,004,415 shares; 2025Q2: 1,017,113 shares; 2025Q3: 788,325 shares; 2025Q4: 724,152 shares; 2026Q1: 600,657 shares 600,657 $20.3M 0.37% -123,495 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,783 shares; 2025Q1: 3,353 shares; 2025Q2: 17,024 shares; 2025Q3: 126,354 shares; 2025Q4: 156,241 shares; 2026Q1: 165,964 shares 165,964 $18.6M 0.34% +9,723 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: 55,089 shares; 2024Q4: 53,057 shares; 2025Q1: 33,099 shares; 2025Q2: 31,475 shares; 2025Q3: 27,706 shares; 2025Q4: 28,612 shares; 2026Q1: 27,961 shares 27,961 $18.3M 0.34% -651 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: 1,744,100 shares; 2024Q4: 2,216,944 shares; 2025Q1: 2,603,482 shares; 2025Q2: 1,078,211 shares; 2025Q3: 822,763 shares; 2025Q4: 669,198 shares; 2026Q1: 691,730 shares 691,730 $18.2M 0.33% +22,532 Timeline DXUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 351,715 shares; 2025Q2: 251,680 shares; 2025Q3: 253,333 shares; 2025Q4: 256,788 shares; 2026Q1: 304,424 shares 304,424 $18.1M 0.33% +47,636 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: 8,054 shares; 2024Q4: 8,699 shares; 2025Q1: 8,210 shares; 2025Q2: 162,183 shares; 2025Q3: 213,904 shares; 2025Q4: 227,669 shares; 2026Q1: 330,271 shares 330,271 $16.8M 0.31% +102,602 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,116 shares; 2024Q4: 26,712 shares; 2025Q1: 57,849 shares; 2025Q2: 81,095 shares; 2025Q3: 259,473 shares; 2025Q4: 328,215 shares; 2026Q1: 620,585 shares 620,585 $16.3M 0.3% +292,370 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199,131 shares; 2024Q4: 249,243 shares; 2025Q1: 330,973 shares; 2025Q2: 277,120 shares; 2025Q3: 276,921 shares; 2025Q4: 301,123 shares; 2026Q1: 317,813 shares 317,813 $16.2M 0.3% +16,690 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,774,849 shares 1,774,849 $16M 0.29% new 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: 84,383 shares; 2024Q4: 78,450 shares; 2025Q1: 89,521 shares; 2025Q2: 62,457 shares; 2025Q3: 64,047 shares; 2025Q4: 66,487 shares; 2026Q1: 231,424 shares 231,424 $15.8M 0.29% +164,937 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: 19,366 shares; 2024Q4: 21,534 shares; 2025Q1: 25,215 shares; 2025Q2: 24,723 shares; 2025Q3: 26,471 shares; 2025Q4: 25,458 shares; 2026Q1: 27,281 shares 27,281 $15.6M 0.29% +1,823 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: 199,141 shares; 2024Q4: 244,075 shares; 2025Q1: 116,812 shares; 2025Q2: 131,324 shares; 2025Q3: 243,705 shares; 2025Q4: 248,511 shares; 2026Q1: 267,127 shares 267,127 $15.5M 0.29% +18,616 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: 361,531 shares; 2024Q4: 387,156 shares; 2025Q1: 417,649 shares; 2025Q2: 369,949 shares; 2025Q3: 417,705 shares; 2025Q4: 412,116 shares; 2026Q1: 337,579 shares 337,579 $15.4M 0.28% -74,537 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: 186,626 shares; 2024Q4: 203,612 shares; 2025Q1: 217,426 shares; 2025Q2: 216,338 shares; 2025Q3: 181,172 shares; 2025Q4: 184,729 shares; 2026Q1: 187,802 shares 187,802 $14.9M 0.27% +3,073 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: 79,302 shares; 2024Q4: 78,228 shares; 2025Q1: 69,620 shares; 2025Q2: 43,051 shares; 2025Q3: 41,793 shares; 2025Q4: 39,219 shares; 2026Q1: 45,972 shares 45,972 $14.7M 0.27% +6,753 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,547 shares; 2024Q4: 6,624 shares; 2025Q1: 256,981 shares; 2025Q2: 246,559 shares; 2025Q3: 247,902 shares; 2025Q4: 260,250 shares; 2026Q1: 271,993 shares 271,993 $14.7M 0.27% +11,743 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: 2,741 shares; 2024Q4: 3,390 shares; 2025Q1: 6,731 shares; 2025Q2: 7,670 shares; 2025Q3: 9,824 shares; 2025Q4: 103,243 shares; 2026Q1: 150,015 shares 150,015 $14.4M 0.27% +46,772 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,124 shares; 2024Q4: 10,129 shares; 2025Q1: 559,713 shares; 2025Q2: 555,398 shares; 2025Q3: 547,366 shares; 2025Q4: 544,755 shares; 2026Q1: 569,131 shares 569,131 $14.1M 0.26% +24,376 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: 128,397 shares; 2024Q4: 144,796 shares; 2025Q1: 154,484 shares; 2025Q2: 144,182 shares; 2025Q3: 290,015 shares; 2025Q4: 290,233 shares; 2026Q1: 291,989 shares 291,989 $13.7M 0.25% +1,756 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: 94,331 shares; 2024Q4: 134,268 shares; 2025Q1: 102,106 shares; 2025Q2: 111,712 shares; 2025Q3: 98,216 shares; 2025Q4: 115,264 shares; 2026Q1: 107,817 shares 107,817 $13.4M 0.25% -7,447 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: 30,832 shares; 2024Q4: 33,968 shares; 2025Q1: 31,609 shares; 2025Q2: 32,165 shares; 2025Q3: 33,366 shares; 2025Q4: 30,489 shares; 2026Q1: 30,445 shares 30,445 $13M 0.24% -44 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: 126,743 shares; 2024Q4: 175,778 shares; 2025Q1: 151,021 shares; 2025Q2: 102,917 shares; 2025Q3: 117,545 shares; 2025Q4: 122,090 shares; 2026Q1: 115,622 shares 115,622 $12.8M 0.24% -6,468 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 480,330 shares; 2025Q2: 330,478 shares; 2025Q3: 342,589 shares; 2025Q4: 351,192 shares; 2026Q1: 364,867 shares 364,867 $12.8M 0.23% +13,675 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: 101,631 shares; 2024Q4: 106,353 shares; 2025Q1: 131,700 shares; 2025Q2: 178,103 shares; 2025Q3: 148,681 shares; 2025Q4: 160,442 shares; 2026Q1: 162,187 shares 162,187 $12.7M 0.23% +1,745 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: 6,881 shares; 2024Q4: 29,906 shares; 2025Q1: 211,576 shares; 2025Q2: 171,932 shares; 2025Q3: 137,463 shares; 2025Q4: 430,492 shares; 2026Q1: 294,226 shares 294,226 $12.5M 0.23% -136,266 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: 193,502 shares; 2024Q4: 195,600 shares; 2025Q1: 293,520 shares; 2025Q2: 397,388 shares; 2025Q3: 405,146 shares; 2025Q4: 418,306 shares; 2026Q1: 413,288 shares 413,288 $12.4M 0.23% -5,018 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222,911 shares; 2024Q4: 223,864 shares; 2025Q1: 313,857 shares; 2025Q2: 389,065 shares; 2025Q3: 377,421 shares; 2025Q4: 401,607 shares; 2026Q1: 400,573 shares 400,573 $12.3M 0.23% -1,034 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195,827 shares; 2024Q4: 221,553 shares; 2025Q1: 276,259 shares; 2025Q2: 476,293 shares; 2025Q3: 131,828 shares; 2025Q4: 131,470 shares; 2026Q1: 263,517 shares 263,517 $12.3M 0.23% +132,047 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,061,347 shares; 2024Q4: 1,150,651 shares; 2025Q1: 1,163,109 shares; 2025Q2: 393,044 shares; 2025Q3: 268,324 shares; 2025Q4: 255,799 shares; 2026Q1: 235,385 shares 235,385 $11.9M 0.22% -20,414 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 329,555 shares; 2024Q4: 346,165 shares; 2025Q1: 465,464 shares; 2025Q2: 316,789 shares; 2025Q3: 320,828 shares; 2025Q4: 324,501 shares; 2026Q1: 331,896 shares 331,896 $11.9M 0.22% +7,395 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: 204,513 shares; 2024Q4: 277,020 shares; 2025Q1: 340,684 shares; 2025Q2: 358,188 shares; 2025Q3: 306,336 shares; 2025Q4: 259,646 shares; 2026Q1: 300,293 shares 300,293 $11.8M 0.22% +40,647 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: 44,259 shares; 2024Q4: 47,593 shares; 2025Q1: 46,773 shares; 2025Q2: 44,101 shares; 2025Q3: 35,672 shares; 2025Q4: 36,969 shares; 2026Q1: 38,029 shares 38,029 $11.8M 0.22% +1,060 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: 19,654 shares; 2024Q4: 20,750 shares; 2025Q1: 23,845 shares; 2025Q2: 23,992 shares; 2025Q3: 22,706 shares; 2025Q4: 23,072 shares; 2026Q1: 24,133 shares 24,133 $11.6M 0.21% +1,061 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: 73,272 shares; 2024Q4: 75,967 shares; 2025Q1: 73,736 shares; 2025Q2: 73,541 shares; 2025Q3: 70,032 shares; 2025Q4: 70,520 shares; 2026Q1: 68,159 shares 68,159 $11.6M 0.21% -2,361 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,546 shares; 2024Q4: 33,871 shares; 2025Q1: 21,556 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 317,527 shares 317,527 $11.3M 0.21% new 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: 26,821 shares; 2024Q4: 25,101 shares; 2025Q1: 30,158 shares; 2025Q2: 33,886 shares; 2025Q3: 34,608 shares; 2025Q4: 35,473 shares; 2026Q1: 38,626 shares 38,626 $11.1M 0.2% +3,153 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: 149,563 shares; 2024Q4: 158,784 shares; 2025Q1: 165,661 shares; 2025Q2: 132,246 shares; 2025Q3: 138,581 shares; 2025Q4: 148,593 shares; 2026Q1: 138,290 shares 138,290 $11M 0.2% -10,303 Timeline SIXJ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,857 shares; 2024Q4: 174,759 shares; 2025Q1: 223,201 shares; 2025Q2: 316,552 shares; 2025Q3: 333,638 shares; 2025Q4: 319,145 shares; 2026Q1: 324,859 shares 324,859 $10.9M 0.2% +5,714 Timeline SIXO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 158,776 shares; 2025Q1: 194,906 shares; 2025Q2: 303,450 shares; 2025Q3: 323,700 shares; 2025Q4: 313,959 shares; 2026Q1: 322,420 shares 322,420 $10.9M 0.2% +8,461 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278,576 shares; 2024Q4: 280,003 shares; 2025Q1: 335,400 shares; 2025Q2: 332,592 shares; 2025Q3: 334,823 shares; 2025Q4: 337,701 shares; 2026Q1: 284,993 shares 284,993 $10.5M 0.19% -52,708 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: 14,582 shares; 2024Q4: 20,291 shares; 2025Q1: 13,690 shares; 2025Q2: 15,787 shares; 2025Q3: 19,209 shares; 2025Q4: 21,653 shares; 2026Q1: 28,020 shares 28,020 $10.4M 0.19% +6,367 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: 137,908 shares; 2024Q4: 202,550 shares; 2025Q1: 214,224 shares; 2025Q2: 191,064 shares; 2025Q3: 183,756 shares; 2025Q4: 155,126 shares; 2026Q1: 216,598 shares 216,598 $10.4M 0.19% +61,472 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: 110,985 shares; 2024Q4: 107,741 shares; 2025Q1: 108,988 shares; 2025Q2: 121,479 shares; 2025Q3: 124,536 shares; 2025Q4: 118,383 shares; 2026Q1: 106,868 shares 106,868 $10.3M 0.19% -11,515 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: 63,165 shares; 2024Q4: 65,403 shares; 2025Q1: 71,684 shares; 2025Q2: 68,083 shares; 2025Q3: 87,068 shares; 2025Q4: 71,473 shares; 2026Q1: 81,352 shares 81,352 $10.1M 0.19% +9,879 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: 28,458 shares; 2024Q4: 29,092 shares; 2025Q1: 28,804 shares; 2025Q2: 48,404 shares; 2025Q3: 45,616 shares; 2025Q4: 31,098 shares; 2026Q1: 30,217 shares 30,217 $9.94M 0.18% -881 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: 28,722 shares; 2024Q4: 30,415 shares; 2025Q1: 34,533 shares; 2025Q2: 34,327 shares; 2025Q3: 31,870 shares; 2025Q4: 33,060 shares; 2026Q1: 33,067 shares 33,067 $9.73M 0.18% +7 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: 79,642 shares; 2024Q4: 61,641 shares; 2025Q1: 31,203 shares; 2025Q2: 21,105 shares; 2025Q3: 84,754 shares; 2025Q4: 176,578 shares; 2026Q1: 210,951 shares 210,951 $9.68M 0.18% +34,373 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,098 shares; 2024Q4: 28,148 shares; 2025Q1: 30,098 shares; 2025Q2: 27,573 shares; 2025Q3: 31,793 shares; 2025Q4: 31,610 shares; 2026Q1: 31,452 shares 31,452 $9.51M 0.17% -158 Timeline XSMO 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: 55,449 shares; 2024Q4: 54,307 shares; 2025Q1: 29,847 shares; 2025Q2: 22,537 shares; 2025Q3: 79,164 shares; 2025Q4: 93,217 shares; 2026Q1: 123,107 shares 123,107 $9.36M 0.17% +29,890 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: 20,952 shares; 2024Q4: 21,455 shares; 2025Q1: 23,387 shares; 2025Q2: 22,930 shares; 2025Q3: 25,939 shares; 2025Q4: 31,909 shares; 2026Q1: 42,375 shares 42,375 $9.21M 0.17% +10,466 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 429,320 shares; 2024Q4: 586,999 shares; 2025Q1: 470,582 shares; 2025Q2: 485,171 shares; 2025Q3: 484,127 shares; 2025Q4: 483,255 shares; 2026Q1: 350,698 shares 350,698 $8.98M 0.17% -132,557 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: 31,466 shares; 2024Q4: 26,816 shares; 2025Q1: 38,444 shares; 2025Q2: 40,824 shares; 2025Q3: 39,110 shares; 2025Q4: 39,941 shares; 2026Q1: 40,441 shares 40,441 $8.8M 0.16% +500 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: 102,512 shares; 2024Q4: 115,532 shares; 2025Q1: 116,081 shares; 2025Q2: 107,656 shares; 2025Q3: 191,300 shares; 2025Q4: 136,991 shares; 2026Q1: 161,451 shares 161,451 $8.73M 0.16% +24,460 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: 1,190,876 shares; 2024Q4: 1,040,804 shares; 2025Q1: 980,285 shares; 2025Q2: 928,828 shares; 2025Q3: 615,175 shares; 2025Q4: 613,386 shares; 2026Q1: 626,075 shares 626,075 $8.63M 0.16% +12,689 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: 24,690 shares; 2024Q4: 19,173 shares; 2025Q1: 19,139 shares; 2025Q2: 14,554 shares; 2025Q3: 16,367 shares; 2025Q4: 20,149 shares; 2026Q1: 19,980 shares 19,980 $8.6M 0.16% -169 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,916 shares; 2024Q4: 41,870 shares; 2025Q1: 41,960 shares; 2025Q2: 39,513 shares; 2025Q3: 32,272 shares; 2025Q4: 28,773 shares; 2026Q1: 182,125 shares 182,125 $8.57M 0.16% +153,352 Timeline CSNR COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS 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: 94,880 shares; 2025Q3: 99,700 shares; 2025Q4: 170,493 shares; 2026Q1: 226,054 shares 226,054 $8.5M 0.16% +55,561 Timeline FHDG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 132,224 shares; 2025Q3: 192,106 shares; 2025Q4: 221,173 shares; 2026Q1: 246,669 shares 246,669 $8.34M 0.15% +25,496 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: 9,006 shares; 2024Q4: 10,212 shares; 2025Q1: 11,973 shares; 2025Q2: 11,622 shares; 2025Q3: 12,378 shares; 2025Q4: 10,430 shares; 2026Q1: 9,036 shares 9,036 $8.31M 0.15% -1,394 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 135,593 shares 135,593 $8.15M 0.15% new Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80,335 shares; 2025Q3: 91,042 shares; 2025Q4: 223,177 shares; 2026Q1: 235,187 shares 235,187 $8.14M 0.15% +12,010 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: 15,568 shares; 2024Q4: 97,308 shares; 2025Q1: 15,267 shares; 2025Q2: 147,171 shares; 2025Q3: 85,149 shares; 2025Q4: 78,558 shares; 2026Q1: 72,933 shares 72,933 $8.05M 0.15% -5,625 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,798 shares; 2024Q4: 136,170 shares; 2025Q1: 168,274 shares; 2025Q2: 146,381 shares; 2025Q3: 152,437 shares; 2025Q4: 157,919 shares; 2026Q1: 188,497 shares 188,497 $8.01M 0.15% +30,578 Timeline BSR NORTHERN LTS FD TR II More: the full row for NORTHERN LTS FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 213,797 shares; 2026Q1: 267,718 shares 267,718 $7.92M 0.15% +53,921 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: 14,940 shares; 2024Q4: 16,401 shares; 2025Q1: 21,138 shares; 2025Q2: 19,072 shares; 2025Q3: 17,814 shares; 2025Q4: 19,617 shares; 2026Q1: 30,065 shares 30,065 $7.87M 0.14% +10,448 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: 11,814 shares; 2024Q4: 18,133 shares; 2025Q1: 12,832 shares; 2025Q2: 11,546 shares; 2025Q3: 12,276 shares; 2025Q4: 12,745 shares; 2026Q1: 11,952 shares 11,952 $7.77M 0.14% -793 Timeline BTR NORTHERN LTS FD TR II More: the full row for NORTHERN LTS FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 249,794 shares; 2026Q1: 298,788 shares 298,788 $7.72M 0.14% +48,994 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 97,924 shares; 2025Q2: 125,954 shares; 2025Q3: 131,237 shares; 2025Q4: 149,543 shares; 2026Q1: 153,640 shares 153,640 $7.66M 0.14% +4,097 Timeline CGCB 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: 213,248 shares; 2025Q2: 208,523 shares; 2025Q3: 251,904 shares; 2025Q4: 276,293 shares; 2026Q1: 287,416 shares 287,416 $7.55M 0.14% +11,123 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: not reported; 2024Q4: not reported; 2025Q1: 9,372 shares; 2025Q2: 3,551 shares; 2025Q3: 31,914 shares; 2025Q4: 33,502 shares; 2026Q1: 97,542 shares 97,542 $7.52M 0.14% +64,040 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: 47,747 shares; 2024Q4: 45,842 shares; 2025Q1: 21,693 shares; 2025Q2: 80,637 shares; 2025Q3: 107,857 shares; 2025Q4: 102,464 shares; 2026Q1: 75,246 shares 75,246 $7.47M 0.14% -27,218 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,446 shares; 2024Q4: 49,699 shares; 2025Q1: 47,606 shares; 2025Q2: 110,008 shares; 2025Q3: 109,192 shares; 2025Q4: 110,136 shares; 2026Q1: 104,737 shares 104,737 $7.45M 0.14% -5,399 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: 10,893 shares; 2024Q4: not reported; 2025Q1: 12,130 shares; 2025Q2: 17,969 shares; 2025Q3: 30,130 shares; 2025Q4: 33,165 shares; 2026Q1: 262,295 shares 262,295 $7.34M 0.13% +229,130 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,287 shares; 2024Q4: 175,995 shares; 2025Q1: 283,938 shares; 2025Q2: 276,388 shares; 2025Q3: 278,198 shares; 2025Q4: 283,026 shares; 2026Q1: 273,464 shares 273,464 $7.27M 0.13% -9,562 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,149 shares; 2024Q4: 21,792 shares; 2025Q1: 32,043 shares; 2025Q2: 21,777 shares; 2025Q3: 98,081 shares; 2025Q4: 88,759 shares; 2026Q1: 234,021 shares 234,021 $7.25M 0.13% +145,262 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 178,921 shares; 2025Q4: 204,562 shares; 2026Q1: 213,513 shares 213,513 $7.2M 0.13% +8,951 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,759 shares; 2024Q4: 57,985 shares; 2025Q1: 52,648 shares; 2025Q2: 56,634 shares; 2025Q3: 66,289 shares; 2025Q4: 67,971 shares; 2026Q1: 165,228 shares 165,228 $7.2M 0.13% +97,257 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: 101,092 shares; 2024Q4: 431,191 shares; 2025Q1: 410,443 shares; 2025Q2: 379,914 shares; 2025Q3: 255,831 shares; 2025Q4: 285,993 shares; 2026Q1: 235,605 shares 235,605 $6.86M 0.13% -50,388 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177,871 shares; 2024Q4: 177,953 shares; 2025Q1: 167,618 shares; 2025Q2: 165,150 shares; 2025Q3: 162,147 shares; 2025Q4: 163,947 shares; 2026Q1: 175,882 shares 175,882 $6.85M 0.13% +11,935 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: 6,507 shares; 2024Q4: 6,739 shares; 2025Q1: 6,863 shares; 2025Q2: 8,004 shares; 2025Q3: 7,812 shares; 2025Q4: 9,371 shares; 2026Q1: 9,516 shares 9,516 $6.74M 0.12% +145 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,164 shares; 2024Q4: 72,188 shares; 2025Q1: 102,598 shares; 2025Q2: 71,739 shares; 2025Q3: 200,153 shares; 2025Q4: 142,015 shares; 2026Q1: 117,318 shares 117,318 $6.64M 0.12% -24,697 Timeline AGGY 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: 128,405 shares; 2024Q4: 118,303 shares; 2025Q1: 125,917 shares; 2025Q2: 133,128 shares; 2025Q3: 136,913 shares; 2025Q4: 146,594 shares; 2026Q1: 151,712 shares 151,712 $6.59M 0.12% +5,118 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: 89,183 shares; 2024Q4: 84,709 shares; 2025Q1: 95,821 shares; 2025Q2: 104,570 shares; 2025Q3: 99,406 shares; 2025Q4: 107,464 shares; 2026Q1: 110,440 shares 110,440 $6.58M 0.12% +2,976 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,619 shares; 2024Q4: 45,211 shares; 2025Q1: 46,454 shares; 2025Q2: 31,839 shares; 2025Q3: 28,038 shares; 2025Q4: 65,625 shares; 2026Q1: 59,476 shares 59,476 $6.48M 0.12% -6,149 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: 52,102 shares; 2024Q4: 57,448 shares; 2025Q1: 64,882 shares; 2025Q2: 103,998 shares; 2025Q3: 84,891 shares; 2025Q4: 72,130 shares; 2026Q1: 110,774 shares 110,774 $6.28M 0.12% +38,644 Timeline SPSK TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 580,425 shares; 2024Q4: 265,029 shares; 2025Q1: 353,048 shares; 2025Q2: 539,483 shares; 2025Q3: 967,424 shares; 2025Q4: 1,213,116 shares; 2026Q1: 349,672 shares 349,672 $6.26M 0.12% -863,444 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: 227,057 shares; 2024Q4: 207,378 shares; 2025Q1: 197,878 shares; 2025Q2: 129,047 shares; 2025Q3: 120,754 shares; 2025Q4: 127,635 shares; 2026Q1: 126,063 shares 126,063 $6.22M 0.11% -1,572 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 133,842 shares; 2026Q1: 99,907 shares 99,907 $6.22M 0.11% -33,935 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: 82,014 shares; 2024Q4: 79,223 shares; 2025Q1: 63,601 shares; 2025Q2: 57,582 shares; 2025Q3: 55,374 shares; 2025Q4: 46,283 shares; 2026Q1: 32,414 shares 32,414 $6.22M 0.11% -13,869 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: 1,697 shares; 2024Q4: 2,151 shares; 2025Q1: not reported; 2025Q2: 2,671 shares; 2025Q3: 27,199 shares; 2025Q4: 29,579 shares; 2026Q1: 42,702 shares 42,702 $6.19M 0.11% +13,123 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,944 shares; 2024Q4: 25,034 shares; 2025Q1: 23,488 shares; 2025Q2: 89,054 shares; 2025Q3: 89,275 shares; 2025Q4: 89,405 shares; 2026Q1: 86,390 shares 86,390 $6.13M 0.11% -3,015 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: 6,575 shares; 2024Q4: 6,619 shares; 2025Q1: 6,590 shares; 2025Q2: 8,305 shares; 2025Q3: 9,212 shares; 2025Q4: 8,129 shares; 2026Q1: 6,055 shares 6,055 $6.03M 0.11% -2,074 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: 72,010 shares; 2024Q4: 66,923 shares; 2025Q1: 71,434 shares; 2025Q2: 74,400 shares; 2025Q3: 73,880 shares; 2025Q4: 76,064 shares; 2026Q1: 79,220 shares 79,220 $6.02M 0.11% +3,156 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,971 shares; 2024Q4: 10,397 shares; 2025Q1: 10,331 shares; 2025Q2: 11,956 shares; 2025Q3: 30,902 shares; 2025Q4: 50,845 shares; 2026Q1: 120,237 shares 120,237 $5.99M 0.11% +69,392 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,283 shares; 2026Q1: 23,861 shares 23,861 $5.94M 0.11% +1,578 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: 8,049 shares; 2024Q4: 6,736 shares; 2025Q1: 37,333 shares; 2025Q2: 30,755 shares; 2025Q3: 34,788 shares; 2025Q4: 34,413 shares; 2026Q1: 53,614 shares 53,614 $5.92M 0.11% +19,201 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: 20,911 shares; 2024Q4: 19,716 shares; 2025Q1: 19,622 shares; 2025Q2: 15,418 shares; 2025Q3: 14,533 shares; 2025Q4: 15,808 shares; 2026Q1: 20,176 shares 20,176 $5.79M 0.11% +4,368 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: 73,208 shares; 2024Q4: 74,282 shares; 2025Q1: 91,976 shares; 2025Q2: 134,626 shares; 2025Q3: 173,784 shares; 2025Q4: 188,851 shares; 2026Q1: 225,802 shares 225,802 $5.77M 0.11% +36,951 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: 38,621 shares; 2024Q4: 40,652 shares; 2025Q1: 42,510 shares; 2025Q2: 43,568 shares; 2025Q3: 39,353 shares; 2025Q4: 37,597 shares; 2026Q1: 39,736 shares 39,736 $5.74M 0.11% +2,139 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: 137,991 shares; 2024Q4: 133,588 shares; 2025Q1: 124,157 shares; 2025Q2: 114,784 shares; 2025Q3: 135,436 shares; 2025Q4: 134,896 shares; 2026Q1: 118,444 shares 118,444 $5.72M 0.11% -16,452 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,166 shares; 2024Q4: 142,553 shares; 2025Q1: 90,027 shares; 2025Q2: 57,110 shares; 2025Q3: 66,607 shares; 2025Q4: 65,624 shares; 2026Q1: 72,276 shares 72,276 $5.69M 0.1% +6,652 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: 32,345 shares; 2024Q4: 26,607 shares; 2025Q1: 109,881 shares; 2025Q2: 89,850 shares; 2025Q3: 98,394 shares; 2025Q4: 108,546 shares; 2026Q1: 247,344 shares 247,344 $5.67M 0.1% +138,798 Timeline JANU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 202,934 shares; 2025Q3: 213,847 shares; 2025Q4: 203,568 shares; 2026Q1: 206,742 shares 206,742 $5.65M 0.1% +3,174 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: 40,373 shares; 2024Q4: 47,712 shares; 2025Q1: 32,895 shares; 2025Q2: 48,036 shares; 2025Q3: 28,709 shares; 2025Q4: 28,315 shares; 2026Q1: 27,239 shares 27,239 $5.64M 0.1% -1,076 Timeline OCTU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 132,810 shares; 2025Q2: 199,776 shares; 2025Q3: 210,734 shares; 2025Q4: 200,541 shares; 2026Q1: 203,007 shares 203,007 $5.6M 0.1% +2,466 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: 27,901 shares; 2024Q4: 28,950 shares; 2025Q1: 16,818 shares; 2025Q2: 20,816 shares; 2025Q3: 31,739 shares; 2025Q4: 24,386 shares; 2026Q1: 23,112 shares 23,112 $5.6M 0.1% -1,274 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,906 shares; 2025Q2: 62,139 shares; 2025Q3: 86,479 shares; 2025Q4: 104,599 shares; 2026Q1: 112,483 shares 112,483 $5.59M 0.1% +7,884 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 122,164 shares; 2025Q2: 113,982 shares; 2025Q3: 84,524 shares; 2025Q4: 89,896 shares; 2026Q1: 95,991 shares 95,991 $5.56M 0.1% +6,095 Timeline JULU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 99,670 shares; 2025Q1: 123,569 shares; 2025Q2: 189,901 shares; 2025Q3: 201,278 shares; 2025Q4: 191,680 shares; 2026Q1: 194,431 shares 194,431 $5.55M 0.1% +2,751 Timeline ARLU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 96,691 shares; 2025Q1: 120,153 shares; 2025Q2: 186,844 shares; 2025Q3: 197,096 shares; 2025Q4: 187,583 shares; 2026Q1: 190,292 shares 190,292 $5.46M 0.1% +2,709 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,585 shares; 2024Q4: 99,733 shares; 2025Q1: 11,628 shares; 2025Q2: 131,466 shares; 2025Q3: 130,940 shares; 2025Q4: 131,049 shares; 2026Q1: 120,829 shares 120,829 $5.45M 0.1% -10,220 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: 11,900 shares; 2024Q4: 12,802 shares; 2025Q1: 11,873 shares; 2025Q2: 12,681 shares; 2025Q3: 12,669 shares; 2025Q4: 12,754 shares; 2026Q1: 10,859 shares 10,859 $5.43M 0.1% -1,895 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: 26,845 shares; 2024Q4: 30,997 shares; 2025Q1: 44,947 shares; 2025Q2: 33,882 shares; 2025Q3: 28,325 shares; 2025Q4: 43,685 shares; 2026Q1: 88,155 shares 88,155 $5.4M 0.1% +44,470 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,249 shares; 2024Q4: 3,535 shares; 2025Q1: 3,654 shares; 2025Q2: 25,948 shares; 2025Q3: 26,122 shares; 2025Q4: 29,859 shares; 2026Q1: 76,412 shares 76,412 $5.38M 0.1% +46,553 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: 15,039 shares; 2024Q4: 16,188 shares; 2025Q1: 13,999 shares; 2025Q2: 13,934 shares; 2025Q3: 15,227 shares; 2025Q4: 15,377 shares; 2026Q1: 17,345 shares 17,345 $5.24M 0.1% +1,968 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: 26,534 shares; 2024Q4: 27,348 shares; 2025Q1: 23,360 shares; 2025Q2: 26,772 shares; 2025Q3: 26,341 shares; 2025Q4: 32,130 shares; 2026Q1: 35,157 shares 35,157 $5.21M 0.1% +3,027 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: 466,345 shares; 2024Q4: 466,910 shares; 2025Q1: 275,854 shares; 2025Q2: 214,865 shares; 2025Q3: 114,798 shares; 2025Q4: 115,425 shares; 2026Q1: 111,868 shares 111,868 $5.17M 0.09% -3,557 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: 7,106 shares; 2024Q4: 10,365 shares; 2025Q1: 18,107 shares; 2025Q2: 20,801 shares; 2025Q3: 25,076 shares; 2025Q4: 25,505 shares; 2026Q1: 34,887 shares 34,887 $5.1M 0.09% +9,382 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: 24,724 shares; 2024Q4: 45,274 shares; 2025Q1: 39,280 shares; 2025Q2: 43,811 shares; 2025Q3: 68,084 shares; 2025Q4: 47,067 shares; 2026Q1: 46,252 shares 46,252 $5.07M 0.09% -815 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: 23,491 shares; 2024Q4: 17,546 shares; 2025Q1: 42,479 shares; 2025Q2: 57,065 shares; 2025Q3: 60,376 shares; 2025Q4: 77,931 shares; 2026Q1: 71,843 shares 71,843 $5.01M 0.09% -6,088 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: 16,072 shares; 2024Q4: 16,763 shares; 2025Q1: 18,278 shares; 2025Q2: 17,097 shares; 2025Q3: 18,635 shares; 2025Q4: 19,091 shares; 2026Q1: 20,398 shares 20,398 $4.99M 0.09% +1,307 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: 134,404 shares; 2024Q4: 131,073 shares; 2025Q1: 38,683 shares; 2025Q2: 30,229 shares; 2025Q3: 31,307 shares; 2025Q4: 27,782 shares; 2026Q1: 30,817 shares 30,817 $4.98M 0.09% +3,035 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: 75,219 shares; 2024Q4: 80,070 shares; 2025Q1: 48,220 shares; 2025Q2: 37,414 shares; 2025Q3: 51,319 shares; 2025Q4: 45,621 shares; 2026Q1: 46,792 shares 46,792 $4.97M 0.09% +1,171 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: 92,698 shares; 2024Q4: 96,544 shares; 2025Q1: 107,421 shares; 2025Q2: 109,874 shares; 2025Q3: 99,337 shares; 2025Q4: 93,775 shares; 2026Q1: 98,039 shares 98,039 $4.92M 0.09% +4,264 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: 94,860 shares; 2024Q4: 100,569 shares; 2025Q1: 159,091 shares; 2025Q2: 140,815 shares; 2025Q3: 126,848 shares; 2025Q4: 215,201 shares; 2026Q1: 210,217 shares 210,217 $4.9M 0.09% -4,984 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,027 shares; 2024Q4: 4,156 shares; 2025Q1: 4,848 shares; 2025Q2: 4,019 shares; 2025Q3: 5,340 shares; 2025Q4: 8,034 shares; 2026Q1: 7,916 shares 7,916 $4.88M 0.09% -118 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: 10,830 shares; 2024Q4: 10,341 shares; 2025Q1: 11,129 shares; 2025Q2: 12,176 shares; 2025Q3: 12,638 shares; 2025Q4: 12,501 shares; 2026Q1: 13,632 shares 13,632 $4.8M 0.09% +1,131 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,652 shares; 2025Q2: 65,039 shares; 2025Q3: 120,214 shares; 2025Q4: 143,560 shares; 2026Q1: 142,327 shares 142,327 $4.63M 0.09% -1,233 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: 36,516 shares; 2024Q4: 38,405 shares; 2025Q1: 86,011 shares; 2025Q2: 101,558 shares; 2025Q3: 76,020 shares; 2025Q4: 72,986 shares; 2026Q1: 59,631 shares 59,631 $4.63M 0.09% -13,355 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: 38,344 shares; 2024Q4: 37,877 shares; 2025Q1: 17,863 shares; 2025Q2: 11,617 shares; 2025Q3: 32,648 shares; 2025Q4: 18,083 shares; 2026Q1: 41,113 shares 41,113 $4.48M 0.08% +23,030 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,834 shares; 2024Q4: 16,497 shares; 2025Q1: 20,984 shares; 2025Q2: 26,354 shares; 2025Q3: 30,765 shares; 2025Q4: 32,486 shares; 2026Q1: 34,887 shares 34,887 $4.48M 0.08% +2,401 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,506 shares; 2024Q4: 31,867 shares; 2025Q1: 30,955 shares; 2025Q2: 30,566 shares; 2025Q3: 67,606 shares; 2025Q4: 38,661 shares; 2026Q1: 47,710 shares 47,710 $4.47M 0.08% +9,049 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: 99,588 shares; 2024Q4: 95,748 shares; 2025Q1: not reported; 2025Q2: 6,098 shares; 2025Q3: not reported; 2025Q4: 37,529 shares; 2026Q1: 39,853 shares 39,853 $4.4M 0.08% +2,324 Timeline JBND 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: 39,036 shares; 2025Q2: 41,181 shares; 2025Q3: 64,995 shares; 2025Q4: 75,883 shares; 2026Q1: 81,672 shares 81,672 $4.39M 0.08% +5,789 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: 13,791 shares; 2024Q4: 12,026 shares; 2025Q1: 34,109 shares; 2025Q2: 41,564 shares; 2025Q3: 44,934 shares; 2025Q4: 44,038 shares; 2026Q1: 43,344 shares 43,344 $4.37M 0.08% -694 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: 23,358 shares; 2024Q4: 24,720 shares; 2025Q1: 23,419 shares; 2025Q2: 23,304 shares; 2025Q3: 21,007 shares; 2025Q4: 21,718 shares; 2026Q1: 46,900 shares 46,900 $4.35M 0.08% +25,182 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: 19,396 shares; 2024Q4: 13,077 shares; 2025Q1: 21,265 shares; 2025Q2: 57,801 shares; 2025Q3: 26,623 shares; 2025Q4: 23,182 shares; 2026Q1: 47,794 shares 47,794 $4.33M 0.08% +24,612 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,865 shares; 2024Q4: 128,701 shares; 2025Q1: 135,723 shares; 2025Q2: 137,030 shares; 2025Q3: 139,796 shares; 2025Q4: 152,564 shares; 2026Q1: 160,655 shares 160,655 $4.32M 0.08% +8,091 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: 164,803 shares; 2024Q4: 172,742 shares; 2025Q1: 97,871 shares; 2025Q2: 76,092 shares; 2025Q3: 75,049 shares; 2025Q4: 57,929 shares; 2026Q1: 86,231 shares 86,231 $4.3M 0.08% +28,302 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: 242,339 shares; 2024Q4: 750,119 shares; 2025Q1: 798,274 shares; 2025Q2: 868,854 shares; 2025Q3: 704,778 shares; 2025Q4: 663,632 shares; 2026Q1: 137,336 shares 137,336 $4.21M 0.08% -526,296 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: 34,824 shares; 2024Q4: 39,355 shares; 2025Q1: 24,309 shares; 2025Q2: 22,996 shares; 2025Q3: 22,870 shares; 2025Q4: 22,003 shares; 2026Q1: 29,513 shares 29,513 $4.2M 0.08% +7,510 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: 70,109 shares; 2024Q4: 78,782 shares; 2025Q1: 49,236 shares; 2025Q2: 54,997 shares; 2025Q3: 51,881 shares; 2025Q4: 51,275 shares; 2026Q1: 44,728 shares 44,728 $4.15M 0.08% -6,547 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,423 shares; 2024Q4: 208,507 shares; 2025Q1: 194,932 shares; 2025Q2: 103,527 shares; 2025Q3: 379,089 shares; 2025Q4: 176,404 shares; 2026Q1: 167,495 shares 167,495 $4.15M 0.08% -8,909 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: 9,802 shares; 2024Q4: 11,194 shares; 2025Q1: 11,678 shares; 2025Q2: 12,424 shares; 2025Q3: 12,002 shares; 2025Q4: 13,090 shares; 2026Q1: 13,613 shares 13,613 $4.12M 0.08% +523 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: 17,742 shares; 2024Q4: 17,115 shares; 2025Q1: 21,521 shares; 2025Q2: 29,667 shares; 2025Q3: 32,794 shares; 2025Q4: 32,166 shares; 2026Q1: 21,139 shares 21,139 $4.1M 0.08% -11,027 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET 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: 18,742 shares 18,742 $4.1M 0.08% new Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,547 shares; 2024Q4: 24,768 shares; 2025Q1: 44,925 shares; 2025Q2: 38,675 shares; 2025Q3: 64,834 shares; 2025Q4: 77,081 shares; 2026Q1: 82,994 shares 82,994 $4.1M 0.08% +5,913 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: 2,229 shares; 2024Q4: 3,341 shares; 2025Q1: 3,453 shares; 2025Q2: 3,669 shares; 2025Q3: 2,753 shares; 2025Q4: 3,551 shares; 2026Q1: 5,838 shares 5,838 $4.07M 0.07% +2,287 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: 5,201 shares; 2024Q4: not reported; 2025Q1: 21,115 shares; 2025Q2: 25,494 shares; 2025Q3: 46,510 shares; 2025Q4: 39,516 shares; 2026Q1: 37,609 shares 37,609 $4.07M 0.07% -1,907 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 399,575 shares; 2024Q4: 355,740 shares; 2025Q1: 234,891 shares; 2025Q2: 146,950 shares; 2025Q3: 134,424 shares; 2025Q4: 128,171 shares; 2026Q1: 104,763 shares 104,763 $4.07M 0.07% -23,408 Timeline FAAR 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: 8,269 shares; 2024Q4: 8,154 shares; 2025Q1: 8,233 shares; 2025Q2: 60,237 shares; 2025Q3: 61,886 shares; 2025Q4: 81,505 shares; 2026Q1: 120,564 shares 120,564 $4.07M 0.07% +39,059 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,826 shares; 2024Q4: 65,677 shares; 2025Q1: 37,662 shares; 2025Q2: 47,889 shares; 2025Q3: 69,989 shares; 2025Q4: 71,633 shares; 2026Q1: 69,167 shares 69,167 $4.05M 0.07% -2,466 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,260 shares; 2025Q3: 69,786 shares; 2025Q4: 80,744 shares; 2026Q1: 87,710 shares 87,710 $4.04M 0.07% +6,966 Timeline JANT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,108 shares; 2024Q4: 41,434 shares; 2025Q1: 110,529 shares; 2025Q2: 106,106 shares; 2025Q3: 99,604 shares; 2025Q4: 99,417 shares; 2026Q1: 100,590 shares 100,590 $4.04M 0.07% +1,173 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,730 shares; 2024Q4: 24,181 shares; 2025Q1: 25,876 shares; 2025Q2: 24,951 shares; 2025Q3: 25,558 shares; 2025Q4: 28,089 shares; 2026Q1: 28,071 shares 28,071 $3.97M 0.07% -18 Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,119 shares; 2024Q4: 9,555 shares; 2025Q1: 9,739 shares; 2025Q2: 41,892 shares; 2025Q3: 42,728 shares; 2025Q4: 50,256 shares; 2026Q1: 78,413 shares 78,413 $3.97M 0.07% +28,157 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,834 shares; 2024Q4: 9,816 shares; 2025Q1: 16,972 shares; 2025Q2: 19,609 shares; 2025Q3: 18,906 shares; 2025Q4: 18,766 shares; 2026Q1: 19,229 shares 19,229 $3.97M 0.07% +463 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: 45,440 shares; 2024Q4: 46,849 shares; 2025Q1: 46,123 shares; 2025Q2: 62,009 shares; 2025Q3: 52,225 shares; 2025Q4: 54,707 shares; 2026Q1: 56,267 shares 56,267 $3.95M 0.07% +1,560 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: 71,222 shares; 2024Q4: 49,461 shares; 2025Q1: 75,988 shares; 2025Q2: 78,585 shares; 2025Q3: 78,698 shares; 2025Q4: 83,678 shares; 2026Q1: 88,699 shares 88,699 $3.91M 0.07% +5,021 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,450 shares; 2024Q4: 6,725 shares; 2025Q1: 7,707 shares; 2025Q2: 8,050 shares; 2025Q3: 3,466 shares; 2025Q4: 3,082 shares; 2026Q1: 2,818 shares 2,818 $3.89M 0.07% -264 Timeline SPWO SP FUNDS TRUST More: the full row for SP FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,759 shares; 2024Q4: 88,331 shares; 2025Q1: 121,756 shares; 2025Q2: 189,963 shares; 2025Q3: 364,359 shares; 2025Q4: 327,432 shares; 2026Q1: 137,693 shares 137,693 $3.88M 0.07% -189,739 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: 7,336 shares; 2024Q4: 8,434 shares; 2025Q1: 9,637 shares; 2025Q2: 7,368 shares; 2025Q3: 7,797 shares; 2025Q4: 6,882 shares; 2026Q1: 11,487 shares 11,487 $3.88M 0.07% +4,605 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: 95,705 shares; 2024Q4: 91,710 shares; 2025Q1: 96,469 shares; 2025Q2: 129,315 shares; 2025Q3: 80,956 shares; 2025Q4: 72,182 shares; 2026Q1: 79,302 shares 79,302 $3.86M 0.07% +7,120 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,012 shares; 2024Q4: 20,012 shares; 2025Q1: 20,012 shares; 2025Q2: 20,085 shares; 2025Q3: 20,137 shares; 2025Q4: 20,194 shares; 2026Q1: 20,234 shares 20,234 $3.8M 0.07% +40 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: 11,160 shares; 2024Q4: 13,625 shares; 2025Q1: 23,590 shares; 2025Q2: 23,942 shares; 2025Q3: 24,566 shares; 2025Q4: 22,558 shares; 2026Q1: 22,511 shares 22,511 $3.72M 0.07% -47 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,871 shares 30,871 $3.68M 0.07% new 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: 3,676 shares; 2024Q4: 3,429 shares; 2025Q1: 4,010 shares; 2025Q2: 4,321 shares; 2025Q3: 3,178 shares; 2025Q4: 3,256 shares; 2026Q1: 2,780 shares 2,780 $3.67M 0.07% -476 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,117 shares; 2025Q4: 37,536 shares; 2026Q1: 35,489 shares 35,489 $3.67M 0.07% -2,047 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 451,119 shares; 2024Q4: 477,757 shares; 2025Q1: 96,894 shares; 2025Q2: 75,782 shares; 2025Q3: 77,205 shares; 2025Q4: 75,665 shares; 2026Q1: 76,018 shares 76,018 $3.64M 0.07% +353 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,200 shares; 2024Q4: 41,798 shares; 2025Q1: 47,582 shares; 2025Q2: 47,549 shares; 2025Q3: 45,053 shares; 2025Q4: 40,411 shares; 2026Q1: 41,372 shares 41,372 $3.63M 0.07% +961 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: 149,938 shares; 2024Q4: 152,975 shares; 2025Q1: 166,646 shares; 2025Q2: 44,605 shares; 2025Q3: 41,386 shares; 2025Q4: 40,514 shares; 2026Q1: 37,885 shares 37,885 $3.63M 0.07% -2,629 Timeline CSPF COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS 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: 72,496 shares; 2025Q3: 91,755 shares; 2025Q4: 114,843 shares; 2026Q1: 139,998 shares 139,998 $3.59M 0.07% +25,155 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,600 shares; 2025Q4: 34,204 shares; 2026Q1: 46,286 shares 46,286 $3.59M 0.07% +12,082 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,971 shares; 2024Q4: 5,279 shares; 2025Q1: 8,810 shares; 2025Q2: 7,422 shares; 2025Q3: 5,994 shares; 2025Q4: 7,813 shares; 2026Q1: 7,738 shares 7,738 $3.58M 0.07% -75 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,114 shares; 2024Q4: 40,580 shares; 2025Q1: 29,355 shares; 2025Q2: 29,874 shares; 2025Q3: 35,883 shares; 2025Q4: 39,594 shares; 2026Q1: 40,073 shares 40,073 $3.55M 0.07% +479 Timeline UMMA LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,933 shares; 2024Q4: 164,917 shares; 2025Q1: 111,822 shares; 2025Q2: 177,694 shares; 2025Q3: 215,950 shares; 2025Q4: 267,313 shares; 2026Q1: 115,074 shares 115,074 $3.53M 0.06% -152,239 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,873 shares; 2024Q4: 83,682 shares; 2025Q1: 142,603 shares; 2025Q2: 110,055 shares; 2025Q3: 106,180 shares; 2025Q4: 111,985 shares; 2026Q1: 104,996 shares 104,996 $3.51M 0.06% -6,989 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: 6,395 shares; 2024Q4: 8,310 shares; 2025Q1: 11,418 shares; 2025Q2: 5,507 shares; 2025Q3: 13,161 shares; 2025Q4: 8,415 shares; 2026Q1: 17,253 shares 17,253 $3.51M 0.06% +8,838 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,715 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 81,888 shares; 2025Q4: 87,110 shares; 2026Q1: 97,266 shares 97,266 $3.48M 0.06% +10,156 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: 19,617 shares; 2024Q4: 19,901 shares; 2025Q1: 19,996 shares; 2025Q2: 21,156 shares; 2025Q3: 17,606 shares; 2025Q4: 17,108 shares; 2026Q1: 18,037 shares 18,037 $3.48M 0.06% +929 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: 10,643 shares; 2024Q4: 10,546 shares; 2025Q1: 11,651 shares; 2025Q2: 12,342 shares; 2025Q3: 11,571 shares; 2025Q4: 11,730 shares; 2026Q1: 11,173 shares 11,173 $3.47M 0.06% -557 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,844 shares; 2024Q4: 14,659 shares; 2025Q1: 30,044 shares; 2025Q2: 16,577 shares; 2025Q3: 64,704 shares; 2025Q4: 90,181 shares; 2026Q1: 109,365 shares 109,365 $3.47M 0.06% +19,184 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: not reported; 2025Q1: 37,126 shares; 2025Q2: 38,105 shares; 2025Q3: 30,614 shares; 2025Q4: 26,611 shares; 2026Q1: 27,980 shares 27,980 $3.44M 0.06% +1,369 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: 3,548 shares; 2024Q4: 4,097 shares; 2025Q1: 4,716 shares; 2025Q2: 3,666 shares; 2025Q3: 3,737 shares; 2025Q4: 3,979 shares; 2026Q1: 4,059 shares 4,059 $3.43M 0.06% +80 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: 15,065 shares; 2024Q4: 17,200 shares; 2025Q1: 17,672 shares; 2025Q2: 31,674 shares; 2025Q3: 31,120 shares; 2025Q4: 35,340 shares; 2026Q1: 61,653 shares 61,653 $3.42M 0.06% +26,313 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,683 shares; 2026Q1: 35,328 shares 35,328 $3.42M 0.06% +27,645 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: 90,920 shares; 2024Q4: 93,851 shares; 2025Q1: 100,531 shares; 2025Q2: 105,469 shares; 2025Q3: 105,740 shares; 2025Q4: 110,104 shares; 2026Q1: 117,087 shares 117,087 $3.42M 0.06% +6,983 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: not reported; 2025Q1: 7,693 shares; 2025Q2: 7,564 shares; 2025Q3: 14,131 shares; 2025Q4: 19,684 shares; 2026Q1: 15,937 shares 15,937 $3.41M 0.06% -3,747 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,582 shares; 2024Q4: 43,986 shares; 2025Q1: 53,855 shares; 2025Q2: 47,914 shares; 2025Q3: 42,138 shares; 2025Q4: 54,795 shares; 2026Q1: 56,790 shares 56,790 $3.39M 0.06% +1,995 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,667 shares; 2024Q4: 127,393 shares; 2025Q1: 129,240 shares; 2025Q2: 152,483 shares; 2025Q3: 113,563 shares; 2025Q4: 55,694 shares; 2026Q1: 111,688 shares 111,688 $3.39M 0.06% +55,994 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,885 shares; 2024Q4: 77,723 shares; 2025Q1: 68,414 shares; 2025Q2: 63,934 shares; 2025Q3: 23,670 shares; 2025Q4: 22,922 shares; 2026Q1: 23,062 shares 23,062 $3.38M 0.06% +140 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: 70,051 shares; 2024Q4: 90,323 shares; 2025Q1: 84,733 shares; 2025Q2: 85,014 shares; 2025Q3: 86,444 shares; 2025Q4: 96,542 shares; 2026Q1: 116,039 shares 116,039 $3.36M 0.06% +19,497 Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS 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: 56,105 shares; 2025Q3: 105,927 shares; 2025Q4: 123,742 shares; 2026Q1: 127,632 shares 127,632 $3.35M 0.06% +3,890 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: 6,637 shares; 2024Q4: 6,853 shares; 2025Q1: 3,669 shares; 2025Q2: 3,691 shares; 2025Q3: 3,678 shares; 2025Q4: 3,728 shares; 2026Q1: 3,740 shares 3,740 $3.35M 0.06% +12 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,790 shares; 2024Q4: 36,694 shares; 2025Q1: 48,423 shares; 2025Q2: 51,487 shares; 2025Q3: 52,914 shares; 2025Q4: 55,273 shares; 2026Q1: 54,675 shares 54,675 $3.35M 0.06% -598 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: 96,287 shares; 2024Q4: 105,480 shares; 2025Q1: 74,262 shares; 2025Q2: 73,042 shares; 2025Q3: 20,356 shares; 2025Q4: 16,055 shares; 2026Q1: 30,035 shares 30,035 $3.34M 0.06% +13,980 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 170,150 shares; 2025Q2: 208,001 shares; 2025Q3: 200,013 shares; 2025Q4: 214,045 shares; 2026Q1: 233,923 shares 233,923 $3.34M 0.06% +19,878 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,652 shares; 2025Q3: 3,664 shares; 2025Q4: 7,736 shares; 2026Q1: 8,454 shares 8,454 $3.31M 0.06% +718 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: 116,712 shares; 2024Q4: 131,549 shares; 2025Q1: 151,255 shares; 2025Q2: 176,579 shares; 2025Q3: 177,901 shares; 2025Q4: 192,472 shares; 2026Q1: 191,774 shares 191,774 $3.28M 0.06% -698 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,074 shares; 2024Q4: 163,165 shares; 2025Q1: 166,160 shares; 2025Q2: 165,887 shares; 2025Q3: 181,538 shares; 2025Q4: 173,077 shares; 2026Q1: 184,631 shares 184,631 $3.28M 0.06% +11,554 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,490 shares; 2024Q4: 151,834 shares; 2025Q1: 164,104 shares; 2025Q2: 167,788 shares; 2025Q3: 169,676 shares; 2025Q4: 187,797 shares; 2026Q1: 189,624 shares 189,624 $3.27M 0.06% +1,827 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: 25,386 shares; 2024Q4: 36,935 shares; 2025Q1: 41,879 shares; 2025Q2: 40,729 shares; 2025Q3: 40,374 shares; 2025Q4: 40,772 shares; 2026Q1: 39,949 shares 39,949 $3.18M 0.06% -823 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: 8,586 shares; 2024Q4: 9,108 shares; 2025Q1: 13,853 shares; 2025Q2: 14,384 shares; 2025Q3: 18,815 shares; 2025Q4: 17,890 shares; 2026Q1: 11,193 shares 11,193 $3.18M 0.06% -6,697 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 78,800 shares; 2025Q2: 89,201 shares; 2025Q3: 98,201 shares; 2025Q4: 121,026 shares; 2026Q1: 147,127 shares 147,127 $3.16M 0.06% +26,101 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: 7,345 shares; 2024Q4: 83,302 shares; 2025Q1: 55,146 shares; 2025Q2: 99,094 shares; 2025Q3: 92,020 shares; 2025Q4: 80,953 shares; 2026Q1: 78,626 shares 78,626 $3.16M 0.06% -2,327 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: 868 shares; 2024Q4: 1,006 shares; 2025Q1: 4,740 shares; 2025Q2: 5,058 shares; 2025Q3: 2,873 shares; 2025Q4: 2,211 shares; 2026Q1: 2,120 shares 2,120 $3.12M 0.06% -91 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: 42,044 shares; 2024Q4: 44,734 shares; 2025Q1: 24,787 shares; 2025Q2: 17,750 shares; 2025Q3: 16,737 shares; 2025Q4: 17,267 shares; 2026Q1: 17,168 shares 17,168 $3.11M 0.06% -99 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,243 shares; 2024Q4: 23,061 shares; 2025Q1: 26,825 shares; 2025Q2: 24,035 shares; 2025Q3: 27,667 shares; 2025Q4: 30,523 shares; 2026Q1: 34,450 shares 34,450 $3.11M 0.06% +3,927 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN 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: 4,368 shares; 2026Q1: 84,582 shares 84,582 $3.11M 0.06% +80,214 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,931 shares; 2025Q1: 171,398 shares; 2025Q2: 192,001 shares; 2025Q3: 178,753 shares; 2025Q4: 179,901 shares; 2026Q1: 195,838 shares 195,838 $3.11M 0.06% +15,937 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: 42,490 shares; 2024Q4: 33,295 shares; 2025Q1: 63,569 shares; 2025Q2: 48,102 shares; 2025Q3: 47,715 shares; 2025Q4: 47,794 shares; 2026Q1: 25,838 shares 25,838 $3.11M 0.06% -21,956 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: 18,571 shares; 2024Q4: 19,982 shares; 2025Q1: 24,483 shares; 2025Q2: 24,067 shares; 2025Q3: 24,585 shares; 2025Q4: 19,335 shares; 2026Q1: 21,012 shares 21,012 $3.09M 0.06% +1,677 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: 8,994 shares; 2024Q4: 8,619 shares; 2025Q1: 8,035 shares; 2025Q2: 8,218 shares; 2025Q3: 8,493 shares; 2025Q4: 8,412 shares; 2026Q1: 8,480 shares 8,480 $3.08M 0.06% +68 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: 31,627 shares; 2024Q4: 31,813 shares; 2025Q1: 35,325 shares; 2025Q2: 38,152 shares; 2025Q3: 48,078 shares; 2025Q4: 44,564 shares; 2026Q1: 45,478 shares 45,478 $3.07M 0.06% +914 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,873 shares; 2025Q2: 28,814 shares; 2025Q3: 17,417 shares; 2025Q4: 53,509 shares; 2026Q1: 100,373 shares 100,373 $3.06M 0.06% +46,864 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,850 shares; 2024Q4: 46,098 shares; 2025Q1: 46,692 shares; 2025Q2: 82,545 shares; 2025Q3: 194,736 shares; 2025Q4: 88,159 shares; 2026Q1: 88,888 shares 88,888 $3.06M 0.06% +729 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: 8,098 shares; 2024Q4: 8,706 shares; 2025Q1: 21,330 shares; 2025Q2: 22,879 shares; 2025Q3: 20,970 shares; 2025Q4: 18,602 shares; 2026Q1: 25,701 shares 25,701 $3.05M 0.06% +7,099 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: 24,114 shares; 2024Q4: 24,255 shares; 2025Q1: 23,852 shares; 2025Q2: 23,462 shares; 2025Q3: 23,752 shares; 2025Q4: 26,655 shares; 2026Q1: 28,542 shares 28,542 $3.04M 0.06% +1,887 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,850 shares; 2024Q4: 14,581 shares; 2025Q1: 4,138 shares; 2025Q2: 2,687 shares; 2025Q3: 23,164 shares; 2025Q4: 14,324 shares; 2026Q1: 14,206 shares 14,206 $3.04M 0.06% -118 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 537,413 shares; 2025Q2: 527,283 shares; 2025Q3: 524,669 shares; 2025Q4: 525,747 shares; 2026Q1: 93,956 shares 93,956 $3.03M 0.06% -431,791 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,371 shares; 2024Q4: 135,794 shares; 2025Q1: 53,274 shares; 2025Q2: 52,149 shares; 2025Q3: 48,913 shares; 2025Q4: 49,014 shares; 2026Q1: 48,434 shares 48,434 $3.02M 0.06% -580 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: 9,667 shares; 2024Q4: 9,459 shares; 2025Q1: 118,650 shares; 2025Q2: 283,295 shares; 2025Q3: 13,863 shares; 2025Q4: 13,919 shares; 2026Q1: 42,984 shares 42,984 $2.93M 0.05% +29,065 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: 20,407 shares; 2024Q4: 22,553 shares; 2025Q1: 27,724 shares; 2025Q2: 34,486 shares; 2025Q3: 20,882 shares; 2025Q4: 29,263 shares; 2026Q1: 22,691 shares 22,691 $2.92M 0.05% -6,572 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,075 shares; 2025Q3: 43,958 shares; 2025Q4: 42,731 shares; 2026Q1: 45,524 shares 45,524 $2.91M 0.05% +2,793 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: 25,957 shares; 2024Q4: 26,069 shares; 2025Q1: 27,464 shares; 2025Q2: 30,625 shares; 2025Q3: 32,933 shares; 2025Q4: 33,673 shares; 2026Q1: 34,957 shares 34,957 $2.89M 0.05% +1,284 Timeline OALC UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,569 shares; 2024Q4: 52,588 shares; 2025Q1: 69,633 shares; 2025Q2: 72,517 shares; 2025Q3: 71,967 shares; 2025Q4: 77,680 shares; 2026Q1: 83,994 shares 83,994 $2.88M 0.05% +6,314 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,747 shares; 2024Q4: 44,964 shares; 2025Q1: 45,480 shares; 2025Q2: 24,235 shares; 2025Q3: 30,450 shares; 2025Q4: 32,975 shares; 2026Q1: 32,498 shares 32,498 $2.82M 0.05% -477 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: 26,178 shares; 2024Q4: 24,229 shares; 2025Q1: 14,597 shares; 2025Q2: 6,426 shares; 2025Q3: 6,242 shares; 2025Q4: 6,736 shares; 2026Q1: 13,159 shares 13,159 $2.78M 0.05% +6,423 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: 39,993 shares; 2024Q4: 39,140 shares; 2025Q1: 38,541 shares; 2025Q2: 39,655 shares; 2025Q3: 39,792 shares; 2025Q4: 37,358 shares; 2026Q1: 17,869 shares 17,869 $2.77M 0.05% -19,489 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: 30,415 shares; 2024Q4: 28,772 shares; 2025Q1: 25,981 shares; 2025Q2: 22,257 shares; 2025Q3: 23,356 shares; 2025Q4: 23,096 shares; 2026Q1: 23,940 shares 23,940 $2.77M 0.05% +844 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: 12,689 shares; 2024Q4: 16,458 shares; 2025Q1: 33,088 shares; 2025Q2: 36,142 shares; 2025Q3: 34,989 shares; 2025Q4: 41,815 shares; 2026Q1: 41,847 shares 41,847 $2.76M 0.05% +32 Timeline JULW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,429 shares; 2024Q4: 12,429 shares; 2025Q1: 12,264 shares; 2025Q2: 12,264 shares; 2025Q3: 12,264 shares; 2025Q4: 79,665 shares; 2026Q1: 70,976 shares 70,976 $2.75M 0.05% -8,689 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: 6,739 shares; 2024Q4: 7,362 shares; 2025Q1: 7,003 shares; 2025Q2: 7,030 shares; 2025Q3: 12,963 shares; 2025Q4: 15,639 shares; 2026Q1: 14,990 shares 14,990 $2.73M 0.05% -649 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,402 shares; 2024Q4: 91,742 shares; 2025Q1: 93,308 shares; 2025Q2: 84,607 shares; 2025Q3: 85,127 shares; 2025Q4: 85,492 shares; 2026Q1: 80,648 shares 80,648 $2.73M 0.05% -4,844 Timeline USFR 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: 148,178 shares; 2024Q4: 180,860 shares; 2025Q1: 69,331 shares; 2025Q2: 55,273 shares; 2025Q3: 45,238 shares; 2025Q4: 55,429 shares; 2026Q1: 54,130 shares 54,130 $2.72M 0.05% -1,299 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: 2,573 shares; 2024Q4: 2,872 shares; 2025Q1: 2,324 shares; 2025Q2: 3,622 shares; 2025Q3: 2,354 shares; 2025Q4: 2,049 shares; 2026Q1: 12,039 shares 12,039 $2.72M 0.05% +9,990 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: 7,427 shares; 2024Q4: 7,536 shares; 2025Q1: 7,437 shares; 2025Q2: 7,696 shares; 2025Q3: 7,729 shares; 2025Q4: 9,184 shares; 2026Q1: 9,313 shares 9,313 $2.71M 0.05% +129 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,884 shares 53,884 $2.69M 0.05% new 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: 5,675 shares; 2024Q4: 5,996 shares; 2025Q1: 23,705 shares; 2025Q2: 23,995 shares; 2025Q3: 15,823 shares; 2025Q4: 14,798 shares; 2026Q1: 7,776 shares 7,776 $2.66M 0.05% -7,022 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: 17,244 shares; 2024Q4: 15,437 shares; 2025Q1: 16,335 shares; 2025Q2: 15,048 shares; 2025Q3: 14,151 shares; 2025Q4: 14,438 shares; 2026Q1: 17,007 shares 17,007 $2.64M 0.05% +2,569 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: 32,917 shares; 2024Q4: 35,641 shares; 2025Q1: 41,255 shares; 2025Q2: 19,333 shares; 2025Q3: 51,940 shares; 2025Q4: 73,120 shares; 2026Q1: 115,048 shares 115,048 $2.64M 0.05% +41,928 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: 81,693 shares 81,693 $2.63M 0.05% new Timeline MLPA 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: 156,668 shares; 2024Q4: 158,213 shares; 2025Q1: 167,122 shares; 2025Q2: 46,156 shares; 2025Q3: 42,754 shares; 2025Q4: 50,909 shares; 2026Q1: 48,627 shares 48,627 $2.62M 0.05% -2,282 Timeline OAIM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,348 shares; 2024Q4: 34,508 shares; 2025Q1: 46,969 shares; 2025Q2: 53,777 shares; 2025Q3: 53,377 shares; 2025Q4: 56,947 shares; 2026Q1: 60,642 shares 60,642 $2.61M 0.05% +3,695 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,294 shares; 2024Q4: 24,663 shares; 2025Q1: 46,072 shares; 2025Q2: 44,305 shares; 2025Q3: 43,045 shares; 2025Q4: 46,407 shares; 2026Q1: 34,680 shares 34,680 $2.6M 0.05% -11,727 Timeline OACP UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,113 shares; 2024Q4: 82,699 shares; 2025Q1: 103,125 shares; 2025Q2: 105,106 shares; 2025Q3: 100,584 shares; 2025Q4: 101,643 shares; 2026Q1: 114,356 shares 114,356 $2.6M 0.05% +12,713 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,869 shares; 2024Q4: 46,003 shares; 2025Q1: 36,746 shares; 2025Q2: 47,859 shares; 2025Q3: 64,665 shares; 2025Q4: 106,502 shares; 2026Q1: 136,561 shares 136,561 $2.59M 0.05% +30,059 Timeline PCY 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: 92,164 shares; 2024Q4: 98,734 shares; 2025Q1: 105,339 shares; 2025Q2: 111,352 shares; 2025Q3: 113,719 shares; 2025Q4: 124,741 shares; 2026Q1: 122,268 shares 122,268 $2.56M 0.05% -2,473 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: not reported; 2024Q4: not reported; 2025Q1: 20,252 shares; 2025Q2: 21,009 shares; 2025Q3: 10,703 shares; 2025Q4: 10,934 shares; 2026Q1: 15,556 shares 15,556 $2.54M 0.05% +4,622 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: 16,604 shares; 2024Q4: 9,125 shares; 2025Q1: 30,086 shares; 2025Q2: 36,703 shares; 2025Q3: 43,584 shares; 2025Q4: 43,559 shares; 2026Q1: 28,693 shares 28,693 $2.53M 0.05% -14,866 Timeline IQDY FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,658 shares; 2025Q2: 47,272 shares; 2025Q3: 64,524 shares; 2025Q4: 66,368 shares; 2026Q1: 66,671 shares 66,671 $2.53M 0.05% +303 Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,601 shares; 2026Q1: 50,594 shares 50,594 $2.51M 0.05% +35,993 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: 18,989 shares; 2024Q4: 16,714 shares; 2025Q1: 14,657 shares; 2025Q2: 9,167 shares; 2025Q3: 7,888 shares; 2025Q4: 12,109 shares; 2026Q1: 11,583 shares 11,583 $2.49M 0.05% -526 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: not reported; 2024Q4: 6,395 shares; 2025Q1: 7,257 shares; 2025Q2: 6,151 shares; 2025Q3: 6,144 shares; 2025Q4: 9,976 shares; 2026Q1: 10,355 shares 10,355 $2.49M 0.05% +379 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,955 shares; 2024Q4: 7,584 shares; 2025Q1: 18,833 shares; 2025Q2: 4,797 shares; 2025Q3: 6,367 shares; 2025Q4: 12,595 shares; 2026Q1: 24,618 shares 24,618 $2.48M 0.05% +12,023 Timeline IYRI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,326 shares; 2025Q3: 27,564 shares; 2025Q4: 46,357 shares; 2026Q1: 52,350 shares 52,350 $2.48M 0.05% +5,993 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: 10,746 shares; 2024Q4: 12,151 shares; 2025Q1: 13,202 shares; 2025Q2: 15,602 shares; 2025Q3: 11,206 shares; 2025Q4: 11,089 shares; 2026Q1: 13,177 shares 13,177 $2.46M 0.05% +2,088 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,131 shares; 2025Q4: 74,727 shares; 2026Q1: 121,423 shares 121,423 $2.42M 0.04% +46,696 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,200 shares; 2024Q4: 33,088 shares; 2025Q1: 41,876 shares; 2025Q2: 45,395 shares; 2025Q3: 58,113 shares; 2025Q4: 109,956 shares; 2026Q1: 119,908 shares 119,908 $2.39M 0.04% +9,952 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,472 shares; 2025Q3: 1,428 shares; 2025Q4: not reported; 2026Q1: 26,535 shares 26,535 $2.39M 0.04% new 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: 838 shares; 2024Q4: 791 shares; 2025Q1: 3,238 shares; 2025Q2: 3,374 shares; 2025Q3: 3,344 shares; 2025Q4: 3,550 shares; 2026Q1: 5,170 shares 5,170 $2.38M 0.04% +1,620 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: 4,926 shares; 2024Q4: 4,614 shares; 2025Q1: 5,076 shares; 2025Q2: 4,057 shares; 2025Q3: 4,524 shares; 2025Q4: 4,241 shares; 2026Q1: 3,917 shares 3,917 $2.37M 0.04% -324 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,828 shares; 2026Q1: 29,106 shares 29,106 $2.35M 0.04% -722 Timeline SIXF AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,868 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83,686 shares; 2026Q1: 74,431 shares 74,431 $2.34M 0.04% -9,255 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: 70,542 shares; 2024Q4: 74,623 shares; 2025Q1: 36,885 shares; 2025Q2: 33,447 shares; 2025Q3: 31,952 shares; 2025Q4: 30,567 shares; 2026Q1: 37,080 shares 37,080 $2.32M 0.04% +6,513 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62,086 shares; 2025Q3: 68,714 shares; 2025Q4: 68,683 shares; 2026Q1: 56,619 shares 56,619 $2.31M 0.04% -12,064 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,381 shares; 2024Q4: 10,036 shares; 2025Q1: 10,275 shares; 2025Q2: 7,578 shares; 2025Q3: 8,411 shares; 2025Q4: 8,323 shares; 2026Q1: 10,486 shares 10,486 $2.3M 0.04% +2,163 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: 3,679 shares; 2024Q4: 3,671 shares; 2025Q1: 3,701 shares; 2025Q2: 3,616 shares; 2025Q3: 3,598 shares; 2025Q4: 3,771 shares; 2026Q1: 4,072 shares 4,072 $2.29M 0.04% +301 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,406 shares; 2024Q4: 55,137 shares; 2025Q1: 65,674 shares; 2025Q2: 96,567 shares; 2025Q3: 104,632 shares; 2025Q4: 122,885 shares; 2026Q1: 110,327 shares 110,327 $2.29M 0.04% -12,558 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: 35,347 shares; 2024Q4: 69,100 shares; 2025Q1: 54,244 shares; 2025Q2: 21,682 shares; 2025Q3: 18,902 shares; 2025Q4: 38,811 shares; 2026Q1: 20,675 shares 20,675 $2.29M 0.04% -18,136 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,573 shares; 2025Q4: 8,891 shares; 2026Q1: 71,199 shares 71,199 $2.28M 0.04% +62,308 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,270 shares; 2025Q2: 3,122 shares; 2025Q3: 80,942 shares; 2025Q4: 39,120 shares; 2026Q1: 33,425 shares 33,425 $2.28M 0.04% -5,695 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 277 shares; 2024Q4: 315 shares; 2025Q1: 1,512 shares; 2025Q2: 1,562 shares; 2025Q3: 874 shares; 2025Q4: 1,050 shares; 2026Q1: 1,313 shares 1,313 $2.27M 0.04% +263 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,759 shares; 2024Q4: 4,300 shares; 2025Q1: 4,331 shares; 2025Q2: 7,784 shares; 2025Q3: 19,501 shares; 2025Q4: 18,455 shares; 2026Q1: 18,508 shares 18,508 $2.24M 0.04% +53 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,677 shares; 2025Q2: 44,009 shares; 2025Q3: 8,465 shares; 2025Q4: 109,586 shares; 2026Q1: 46,116 shares 46,116 $2.23M 0.04% -63,470 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: 48,685 shares; 2024Q4: 50,195 shares; 2025Q1: 50,653 shares; 2025Q2: 50,489 shares; 2025Q3: 49,837 shares; 2025Q4: 48,761 shares; 2026Q1: 48,079 shares 48,079 $2.22M 0.04% -682 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: 24,218 shares; 2024Q4: 24,492 shares; 2025Q1: 25,974 shares; 2025Q2: 25,435 shares; 2025Q3: 28,531 shares; 2025Q4: 25,147 shares; 2026Q1: 25,586 shares 25,586 $2.22M 0.04% +439 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,824 shares; 2025Q2: 17,646 shares; 2025Q3: 11,985 shares; 2025Q4: 20,861 shares; 2026Q1: 23,559 shares 23,559 $2.2M 0.04% +2,698 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: 48,807 shares; 2025Q3: 53,816 shares; 2025Q4: 57,690 shares; 2026Q1: 65,892 shares 65,892 $2.17M 0.04% +8,202 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,816 shares; 2024Q4: 37,003 shares; 2025Q1: 68,640 shares; 2025Q2: 58,303 shares; 2025Q3: 54,881 shares; 2025Q4: 57,605 shares; 2026Q1: 38,226 shares 38,226 $2.17M 0.04% -19,379 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,938 shares; 2025Q2: 15,222 shares; 2025Q3: 42,137 shares; 2025Q4: 41,653 shares; 2026Q1: 55,735 shares 55,735 $2.15M 0.04% +14,082 Timeline XLP 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: 42,021 shares; 2024Q4: 40,508 shares; 2025Q1: 15,755 shares; 2025Q2: 12,891 shares; 2025Q3: 12,405 shares; 2025Q4: 13,206 shares; 2026Q1: 26,132 shares 26,132 $2.14M 0.04% +12,926 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,647 shares; 2024Q4: 179,988 shares; 2025Q1: 194,107 shares; 2025Q2: 64,302 shares; 2025Q3: 58,648 shares; 2025Q4: 56,226 shares; 2026Q1: 47,705 shares 47,705 $2.14M 0.04% -8,521 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: 17,191 shares; 2024Q4: 16,707 shares; 2025Q1: 27,915 shares; 2025Q2: 26,762 shares; 2025Q3: 24,385 shares; 2025Q4: 33,797 shares; 2026Q1: 35,208 shares 35,208 $2.14M 0.04% +1,411 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 77,863 shares; 2025Q2: 92,039 shares; 2025Q3: 88,743 shares; 2025Q4: 88,754 shares; 2026Q1: 96,304 shares 96,304 $2.13M 0.04% +7,550 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: 12,776 shares; 2024Q4: 41,095 shares; 2025Q1: 105,161 shares; 2025Q2: 97,281 shares; 2025Q3: 136,664 shares; 2025Q4: 141,492 shares; 2026Q1: 142,359 shares 142,359 $2.13M 0.04% +867 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,954 shares; 2024Q4: 3,893 shares; 2025Q1: 4,518 shares; 2025Q2: 4,420 shares; 2025Q3: 4,688 shares; 2025Q4: 4,814 shares; 2026Q1: 5,778 shares 5,778 $2.1M 0.04% +964 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,575 shares; 2024Q4: 5,744 shares; 2025Q1: 6,473 shares; 2025Q2: 6,443 shares; 2025Q3: 7,606 shares; 2025Q4: 7,331 shares; 2026Q1: 23,771 shares 23,771 $2.07M 0.04% +16,440 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,302 shares; 2024Q4: 61,850 shares; 2025Q1: 7,343 shares; 2025Q2: 6,285 shares; 2025Q3: 9,984 shares; 2025Q4: 34,599 shares; 2026Q1: 42,740 shares 42,740 $2.03M 0.04% +8,141 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: 5,347 shares; 2024Q4: 5,704 shares; 2025Q1: 6,395 shares; 2025Q2: 6,502 shares; 2025Q3: 4,127 shares; 2025Q4: 2,767 shares; 2026Q1: 2,750 shares 2,750 $2.03M 0.04% -17 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,098 shares; 2024Q4: 32,002 shares; 2025Q1: 32,302 shares; 2025Q2: 35,218 shares; 2025Q3: 33,872 shares; 2025Q4: 37,394 shares; 2026Q1: 37,566 shares 37,566 $2.01M 0.04% +172 Timeline MTGP 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: 48,257 shares; 2024Q4: 44,241 shares; 2025Q1: 42,037 shares; 2025Q2: 42,965 shares; 2025Q3: 43,359 shares; 2025Q4: 44,134 shares; 2026Q1: 45,397 shares 45,397 $2.01M 0.04% +1,263 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,842 shares; 2025Q2: 45,372 shares; 2025Q3: 40,600 shares; 2025Q4: 41,736 shares; 2026Q1: 44,267 shares 44,267 $2M 0.04% +2,531 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: 2,213 shares; 2024Q4: 2,190 shares; 2025Q1: 1,917 shares; 2025Q2: 1,775 shares; 2025Q3: 1,794 shares; 2025Q4: 1,821 shares; 2026Q1: 2,303 shares 2,303 $1.99M 0.04% +482 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,095 shares; 2024Q4: 9,668 shares; 2025Q1: 8,261 shares; 2025Q2: 8,183 shares; 2025Q3: 4,598 shares; 2025Q4: 4,371 shares; 2026Q1: 21,572 shares 21,572 $1.99M 0.04% +17,201 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,329 shares; 2024Q4: 7,804 shares; 2025Q1: 35,444 shares; 2025Q2: 41,710 shares; 2025Q3: 44,583 shares; 2025Q4: 42,332 shares; 2026Q1: 37,607 shares 37,607 $1.98M 0.04% -4,725 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: 8,392 shares; 2024Q4: 9,868 shares; 2025Q1: 51,775 shares; 2025Q2: 51,339 shares; 2025Q3: 17,399 shares; 2025Q4: 19,603 shares; 2026Q1: 17,339 shares 17,339 $1.97M 0.04% -2,264 Timeline QQQH NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,167 shares; 2026Q1: 38,274 shares 38,274 $1.96M 0.04% +3,107 Timeline ALBEMARLE CORP ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,530 shares; 2025Q2: 28,994 shares; 2025Q3: 29,450 shares; 2025Q4: 29,478 shares; 2026Q1: 27,275 shares 27,275 $1.96M 0.04% -2,203 MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,114 shares; 2024Q4: 42,621 shares; 2025Q1: 44,416 shares; 2025Q2: 48,129 shares; 2025Q3: 26,275 shares; 2025Q4: 19,887 shares; 2026Q1: 19,757 shares 19,757 $1.96M 0.04% -130 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: 5,559 shares; 2024Q4: 6,630 shares; 2025Q1: 11,148 shares; 2025Q2: 8,427 shares; 2025Q3: 7,773 shares; 2025Q4: 7,979 shares; 2026Q1: 8,041 shares 8,041 $1.95M 0.04% +62 Timeline SECU 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,704 shares 38,704 $1.93M 0.04% new 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: 6,729 shares; 2024Q4: 6,922 shares; 2025Q1: 7,263 shares; 2025Q2: 8,071 shares; 2025Q3: 6,961 shares; 2025Q4: 6,968 shares; 2026Q1: 4,936 shares 4,936 $1.93M 0.04% -2,032 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,786 shares; 2024Q4: 17,242 shares; 2025Q1: 6,715 shares; 2025Q2: 6,204 shares; 2025Q3: 22,599 shares; 2025Q4: 27,576 shares; 2026Q1: 32,494 shares 32,494 $1.92M 0.04% +4,918 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: 47,981 shares; 2024Q4: 44,987 shares; 2025Q1: 59,325 shares; 2025Q2: 46,902 shares; 2025Q3: 47,002 shares; 2025Q4: 44,751 shares; 2026Q1: 44,525 shares 44,525 $1.92M 0.04% -226 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,531 shares; 2024Q4: 15,821 shares; 2025Q1: 19,935 shares; 2025Q2: 9,903 shares; 2025Q3: 19,280 shares; 2025Q4: 53,128 shares; 2026Q1: 83,952 shares 83,952 $1.9M 0.03% +30,824 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: 13,833 shares; 2024Q4: 14,548 shares; 2025Q1: 15,787 shares; 2025Q2: 35,575 shares; 2025Q3: 45,989 shares; 2025Q4: 46,384 shares; 2026Q1: 49,114 shares 49,114 $1.89M 0.03% +2,730 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: 141,168 shares; 2024Q4: 137,525 shares; 2025Q1: 55,791 shares; 2025Q2: 71,629 shares; 2025Q3: 57,406 shares; 2025Q4: 48,353 shares; 2026Q1: 25,141 shares 25,141 $1.87M 0.03% -23,212 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: 3,090 shares; 2024Q4: 1,715 shares; 2025Q1: 1,587 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,844 shares 12,844 $1.86M 0.03% new Timeline HLAL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,919 shares; 2024Q4: 140,675 shares; 2025Q1: 55,280 shares; 2025Q2: 25,786 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,121 shares 31,121 $1.85M 0.03% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,465 shares; 2024Q4: 11,859 shares; 2025Q1: 18,073 shares; 2025Q2: 15,715 shares; 2025Q3: 19,142 shares; 2025Q4: 18,577 shares; 2026Q1: 16,798 shares 16,798 $1.84M 0.03% -1,779 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: 9,188 shares; 2024Q4: 9,095 shares; 2025Q1: 8,733 shares; 2025Q2: 8,804 shares; 2025Q3: 8,830 shares; 2025Q4: 9,152 shares; 2026Q1: 8,847 shares 8,847 $1.84M 0.03% -305 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: 7,230 shares; 2024Q4: 17,171 shares; 2025Q1: 18,004 shares; 2025Q2: 18,267 shares; 2025Q3: 19,471 shares; 2025Q4: 20,072 shares; 2026Q1: 11,334 shares 11,334 $1.82M 0.03% -8,738 Timeline AIOO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,783 shares; 2026Q1: 70,566 shares 70,566 $1.81M 0.03% +60,783 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: 7,107 shares; 2024Q4: 6,919 shares; 2025Q1: 7,666 shares; 2025Q2: 7,471 shares; 2025Q3: 8,070 shares; 2025Q4: 8,759 shares; 2026Q1: 8,886 shares 8,886 $1.81M 0.03% +127 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,014 shares; 2024Q4: 53,794 shares; 2025Q1: 24,780 shares; 2025Q2: 41,218 shares; 2025Q3: 36,982 shares; 2025Q4: 38,811 shares; 2026Q1: 46,973 shares 46,973 $1.8M 0.03% +8,162 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 382,375 shares; 2024Q4: 381,000 shares; 2025Q1: 383,941 shares; 2025Q2: 384,971 shares; 2025Q3: 241,541 shares; 2025Q4: 146,934 shares; 2026Q1: 239,830 shares 239,830 $1.8M 0.03% +92,896 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: 13,329 shares; 2024Q4: 13,910 shares; 2025Q1: 13,374 shares; 2025Q2: 12,760 shares; 2025Q3: 12,922 shares; 2025Q4: 13,205 shares; 2026Q1: 12,836 shares 12,836 $1.79M 0.03% -369 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,104 shares; 2024Q4: 2,051 shares; 2025Q1: 2,049 shares; 2025Q2: 2,094 shares; 2025Q3: 2,062 shares; 2025Q4: 1,989 shares; 2026Q1: 3,955 shares 3,955 $1.76M 0.03% +1,966 Timeline HYBI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,417 shares; 2026Q1: 35,365 shares 35,365 $1.75M 0.03% +2,948 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: 615 shares; 2024Q4: 763 shares; 2025Q1: 754 shares; 2025Q2: 876 shares; 2025Q3: 904 shares; 2025Q4: 956 shares; 2026Q1: 4,183 shares 4,183 $1.74M 0.03% +3,227 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,524 shares 23,524 $1.74M 0.03% new 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: 61,546 shares; 2024Q4: 58,600 shares; 2025Q1: 25,663 shares; 2025Q2: 10,087 shares; 2025Q3: 10,059 shares; 2025Q4: 9,573 shares; 2026Q1: 15,361 shares 15,361 $1.74M 0.03% +5,788 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: 6,609 shares; 2024Q4: 8,155 shares; 2025Q1: 8,595 shares; 2025Q2: 8,825 shares; 2025Q3: 8,051 shares; 2025Q4: 10,843 shares; 2026Q1: 8,044 shares 8,044 $1.74M 0.03% -2,799 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,731 shares; 2024Q4: 14,178 shares; 2025Q1: 18,183 shares; 2025Q2: 19,848 shares; 2025Q3: 18,761 shares; 2025Q4: 18,531 shares; 2026Q1: 16,998 shares 16,998 $1.74M 0.03% -1,533 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,182 shares; 2026Q1: 9,938 shares 9,938 $1.72M 0.03% +4,756 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: 11,896 shares; 2024Q4: 12,389 shares; 2025Q1: 13,673 shares; 2025Q2: 32,251 shares; 2025Q3: 44,815 shares; 2025Q4: 142,426 shares; 2026Q1: 47,879 shares 47,879 $1.72M 0.03% -94,547 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: 7,508 shares; 2024Q4: 8,294 shares; 2025Q1: 8,856 shares; 2025Q2: 32,299 shares; 2025Q3: 46,358 shares; 2025Q4: 49,733 shares; 2026Q1: 51,414 shares 51,414 $1.72M 0.03% +1,681 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: 51,861 shares 51,861 $1.7M 0.03% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,673 shares; 2024Q4: 15,506 shares; 2025Q1: 16,052 shares; 2025Q2: 12,078 shares; 2025Q3: 14,611 shares; 2025Q4: 12,127 shares; 2026Q1: 12,949 shares 12,949 $1.7M 0.03% +822 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,895 shares; 2025Q4: 22,751 shares; 2026Q1: 21,337 shares 21,337 $1.69M 0.03% -1,414 Timeline HUSV FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,941 shares 43,941 $1.68M 0.03% new Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,424 shares; 2024Q4: 22,832 shares; 2025Q1: 27,500 shares; 2025Q2: 27,562 shares; 2025Q3: 26,530 shares; 2025Q4: 26,643 shares; 2026Q1: 23,997 shares 23,997 $1.68M 0.03% -2,646 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: 18,341 shares; 2024Q4: 22,093 shares; 2025Q1: 7,818 shares; 2025Q2: 6,501 shares; 2025Q3: 7,179 shares; 2025Q4: 6,876 shares; 2026Q1: 6,871 shares 6,871 $1.68M 0.03% -5 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 71,807 shares; 2025Q2: 85,027 shares; 2025Q3: 35,075 shares; 2025Q4: 34,204 shares; 2026Q1: 33,196 shares 33,196 $1.67M 0.03% -1,008 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,465 shares; 2024Q4: 10,492 shares; 2025Q1: 11,913 shares; 2025Q2: 10,981 shares; 2025Q3: 7,759 shares; 2025Q4: 7,526 shares; 2026Q1: 17,760 shares 17,760 $1.66M 0.03% +10,234 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,778 shares; 2025Q4: 51,340 shares; 2026Q1: 54,951 shares 54,951 $1.66M 0.03% +3,611 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: 38,704 shares; 2025Q3: 42,535 shares; 2025Q4: 42,540 shares; 2026Q1: 45,752 shares 45,752 $1.66M 0.03% +3,212 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,647 shares; 2025Q3: 55,331 shares; 2025Q4: 67,674 shares; 2026Q1: 69,006 shares 69,006 $1.65M 0.03% +1,332 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,615 shares; 2025Q3: 5,247 shares; 2025Q4: 25,810 shares; 2026Q1: 31,627 shares 31,627 $1.65M 0.03% +5,817 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,571 shares; 2024Q4: 14,280 shares; 2025Q1: 16,316 shares; 2025Q2: 16,893 shares; 2025Q3: 17,976 shares; 2025Q4: 20,888 shares; 2026Q1: 21,431 shares 21,431 $1.65M 0.03% +543 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: 669 shares; 2024Q4: 726 shares; 2025Q1: 419 shares; 2025Q2: 180 shares; 2025Q3: 481 shares; 2025Q4: 527 shares; 2026Q1: 388 shares 388 $1.63M 0.03% -139 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 274,683 shares; 2024Q4: 177,257 shares; 2025Q1: 195,796 shares; 2025Q2: 50,071 shares; 2025Q3: 49,105 shares; 2025Q4: 43,488 shares; 2026Q1: 39,990 shares 39,990 $1.63M 0.03% -3,498 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,474 shares; 2025Q4: 8,068 shares; 2026Q1: 7,927 shares 7,927 $1.63M 0.03% -141 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,328 shares; 2024Q4: 12,024 shares; 2025Q1: 48,810 shares; 2025Q2: 52,401 shares; 2025Q3: 53,968 shares; 2025Q4: 37,988 shares; 2026Q1: 44,173 shares 44,173 $1.62M 0.03% +6,185 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,649 shares; 2024Q4: 18,466 shares; 2025Q1: 5,486 shares; 2025Q2: 4,213 shares; 2025Q3: 2,862 shares; 2025Q4: 2,880 shares; 2026Q1: 8,423 shares 8,423 $1.62M 0.03% +5,543 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,117 shares; 2024Q4: 13,333 shares; 2025Q1: 12,946 shares; 2025Q2: 11,807 shares; 2025Q3: 10,923 shares; 2025Q4: 4,983 shares; 2026Q1: 6,905 shares 6,905 $1.62M 0.03% +1,922 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: 9,830 shares; 2024Q4: 9,789 shares; 2025Q1: 9,929 shares; 2025Q2: 9,532 shares; 2025Q3: 9,231 shares; 2025Q4: 7,265 shares; 2026Q1: 6,827 shares 6,827 $1.61M 0.03% -438 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,743 shares; 2024Q4: 176,020 shares; 2025Q1: 20,788 shares; 2025Q2: 16,524 shares; 2025Q3: 20,007 shares; 2025Q4: 25,623 shares; 2026Q1: 31,797 shares 31,797 $1.61M 0.03% +6,174 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: 2,502 shares; 2024Q4: 2,712 shares; 2025Q1: 2,598 shares; 2025Q2: 2,738 shares; 2025Q3: 2,854 shares; 2025Q4: 4,927 shares; 2026Q1: 8,082 shares 8,082 $1.61M 0.03% +3,155 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,051 shares; 2024Q4: 8,644 shares; 2025Q1: 31,084 shares; 2025Q2: 42,351 shares; 2025Q3: 43,754 shares; 2025Q4: 41,927 shares; 2026Q1: 44,564 shares 44,564 $1.61M 0.03% +2,637 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: 1,737 shares; 2024Q4: 2,085 shares; 2025Q1: 1,836 shares; 2025Q2: 1,767 shares; 2025Q3: 2,591 shares; 2025Q4: 2,697 shares; 2026Q1: 2,205 shares 2,205 $1.61M 0.03% -492 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: 18,002 shares; 2024Q4: 18,164 shares; 2025Q1: 16,117 shares; 2025Q2: 35,408 shares; 2025Q3: 29,518 shares; 2025Q4: 32,289 shares; 2026Q1: 32,889 shares 32,889 $1.6M 0.03% +600 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: 61,644 shares; 2024Q4: 55,036 shares; 2025Q1: 44,166 shares; 2025Q2: 12,309 shares; 2025Q3: 15,337 shares; 2025Q4: 14,992 shares; 2026Q1: 16,476 shares 16,476 $1.6M 0.03% +1,484 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY 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: 76,662 shares; 2026Q1: 84,767 shares 84,767 $1.58M 0.03% +8,105 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,659 shares; 2024Q4: 25,720 shares; 2025Q1: 27,467 shares; 2025Q2: 30,045 shares; 2025Q3: 7,692 shares; 2025Q4: 8,701 shares; 2026Q1: 16,478 shares 16,478 $1.58M 0.03% +7,777 Timeline SPUS TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,265 shares; 2024Q4: 94,674 shares; 2025Q1: 16,798 shares; 2025Q2: 15,483 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,779 shares 32,779 $1.58M 0.03% new 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: 12,731 shares; 2024Q4: 12,889 shares; 2025Q1: 9,042 shares; 2025Q2: 31,416 shares; 2025Q3: 18,688 shares; 2025Q4: 35,257 shares; 2026Q1: 16,025 shares 16,025 $1.58M 0.03% -19,232 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: 31,949 shares; 2024Q4: 29,261 shares; 2025Q1: 64,488 shares; 2025Q2: 64,998 shares; 2025Q3: 53,777 shares; 2025Q4: 53,430 shares; 2026Q1: 54,775 shares 54,775 $1.57M 0.03% +1,345 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 977 shares; 2024Q4: 1,051 shares; 2025Q1: 5,036 shares; 2025Q2: 5,216 shares; 2025Q3: 2,790 shares; 2025Q4: 2,374 shares; 2026Q1: 1,436 shares 1,436 $1.57M 0.03% -938 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,528 shares; 2024Q4: 30,775 shares; 2025Q1: 42,191 shares; 2025Q2: 36,341 shares; 2025Q3: 34,121 shares; 2025Q4: 34,004 shares; 2026Q1: 33,947 shares 33,947 $1.57M 0.03% -57 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: not reported; 2024Q4: not reported; 2025Q1: 25,118 shares; 2025Q2: 26,573 shares; 2025Q3: 19,048 shares; 2025Q4: 18,036 shares; 2026Q1: 19,144 shares 19,144 $1.56M 0.03% +1,108 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: 13,415 shares; 2025Q1: 53,794 shares; 2025Q2: 53,353 shares; 2025Q3: 57,173 shares; 2025Q4: 49,099 shares; 2026Q1: 49,385 shares 49,385 $1.56M 0.03% +286 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: 4,485 shares; 2024Q4: 4,635 shares; 2025Q1: 5,263 shares; 2025Q2: 28,556 shares; 2025Q3: 6,613 shares; 2025Q4: 6,199 shares; 2026Q1: 5,741 shares 5,741 $1.55M 0.03% -458 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: 11,713 shares; 2024Q4: 12,514 shares; 2025Q1: 20,494 shares; 2025Q2: 17,848 shares; 2025Q3: 15,751 shares; 2025Q4: 14,438 shares; 2026Q1: 15,113 shares 15,113 $1.55M 0.03% +675 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,293 shares 23,293 $1.55M 0.03% new Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 112,265 shares; 2025Q3: 110,809 shares; 2025Q4: 110,900 shares; 2026Q1: 109,510 shares 109,510 $1.54M 0.03% -1,390 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,431 shares; 2024Q4: 1,424 shares; 2025Q1: 1,397 shares; 2025Q2: 1,338 shares; 2025Q3: 1,690 shares; 2025Q4: 1,886 shares; 2026Q1: 4,469 shares 4,469 $1.54M 0.03% +2,583 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: 37,386 shares 37,386 $1.54M 0.03% new 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: not reported; 2024Q4: 268,711 shares; 2025Q1: 268,652 shares; 2025Q2: 12,324 shares; 2025Q3: 15,010 shares; 2025Q4: 218,622 shares; 2026Q1: 16,083 shares 16,083 $1.53M 0.03% -202,539 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,991 shares; 2026Q1: 8,916 shares 8,916 $1.53M 0.03% +925 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: 4,115 shares; 2024Q4: 3,779 shares; 2025Q1: 5,589 shares; 2025Q2: 3,037 shares; 2025Q3: 2,729 shares; 2025Q4: 3,459 shares; 2026Q1: 4,282 shares 4,282 $1.53M 0.03% +823 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,479 shares; 2025Q2: 37,721 shares; 2025Q3: 35,134 shares; 2025Q4: 35,234 shares; 2026Q1: 34,780 shares 34,780 $1.52M 0.03% -454 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,707 shares; 2025Q4: 31,793 shares; 2026Q1: 21,259 shares 21,259 $1.52M 0.03% -10,534 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: 14,934 shares; 2024Q4: 14,777 shares; 2025Q1: 16,904 shares; 2025Q2: 17,195 shares; 2025Q3: 15,265 shares; 2025Q4: 14,526 shares; 2026Q1: 11,588 shares 11,588 $1.52M 0.03% -2,938 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,679 shares; 2024Q4: 36,621 shares; 2025Q1: 14,556 shares; 2025Q2: 7,365 shares; 2025Q3: 8,275 shares; 2025Q4: 8,003 shares; 2026Q1: 4,586 shares 4,586 $1.51M 0.03% -3,417 Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,474 shares; 2025Q4: 42,175 shares; 2026Q1: 69,137 shares 69,137 $1.5M 0.03% +26,962 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: 11,285 shares; 2024Q4: 12,337 shares; 2025Q1: 12,687 shares; 2025Q2: 14,097 shares; 2025Q3: 13,700 shares; 2025Q4: 21,083 shares; 2026Q1: 31,993 shares 31,993 $1.49M 0.03% +10,910 Timeline DIVI 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: 50,382 shares; 2024Q4: 52,717 shares; 2025Q1: 25,545 shares; 2025Q2: 30,441 shares; 2025Q3: 32,865 shares; 2025Q4: 35,775 shares; 2026Q1: 37,266 shares 37,266 $1.48M 0.03% +1,491 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,999 shares; 2024Q4: 44,911 shares; 2025Q1: 47,754 shares; 2025Q2: 54,432 shares; 2025Q3: 57,231 shares; 2025Q4: 64,744 shares; 2026Q1: 63,940 shares 63,940 $1.48M 0.03% -804 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,232 shares; 2024Q4: 2,998 shares; 2025Q1: 8,324 shares; 2025Q2: 9,053 shares; 2025Q3: 9,350 shares; 2025Q4: 9,546 shares; 2026Q1: 10,129 shares 10,129 $1.47M 0.03% +583 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,823 shares; 2024Q4: 16,698 shares; 2025Q1: 16,924 shares; 2025Q2: 19,376 shares; 2025Q3: 18,600 shares; 2025Q4: 18,465 shares; 2026Q1: 13,907 shares 13,907 $1.47M 0.03% -4,558 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,148 shares 17,148 $1.47M 0.03% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,448 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,177 shares; 2025Q4: not reported; 2026Q1: 20,187 shares 20,187 $1.47M 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,688 shares; 2025Q3: 77,785 shares; 2025Q4: 36,122 shares; 2026Q1: 29,192 shares 29,192 $1.46M 0.03% -6,930 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,936 shares; 2024Q4: 37,077 shares; 2025Q1: 37,122 shares; 2025Q2: 36,241 shares; 2025Q3: 35,583 shares; 2025Q4: 35,257 shares; 2026Q1: 34,551 shares 34,551 $1.46M 0.03% -706 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: 13,413 shares; 2024Q4: 12,167 shares; 2025Q1: 11,884 shares; 2025Q2: 10,411 shares; 2025Q3: 10,023 shares; 2025Q4: 11,479 shares; 2026Q1: 15,118 shares 15,118 $1.46M 0.03% +3,639 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: 28,927 shares; 2025Q3: 44,898 shares; 2025Q4: 44,359 shares; 2026Q1: 47,553 shares 47,553 $1.45M 0.03% +3,194 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,488 shares; 2025Q4: 26,677 shares; 2026Q1: 31,930 shares 31,930 $1.45M 0.03% +5,253 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 106,188 shares; 2025Q2: 104,188 shares; 2025Q3: 102,400 shares; 2025Q4: 101,862 shares; 2026Q1: 100,200 shares 100,200 $1.45M 0.03% -1,662 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,865 shares; 2026Q1: 31,969 shares 31,969 $1.44M 0.03% +11,104 Timeline ECAT BLACKROCK ESG CAP ALLC TERM More: the full row for BLACKROCK ESG CAP ALLC TERM 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: 59,815 shares; 2026Q1: 105,805 shares 105,805 $1.44M 0.03% +45,990 Timeline DEHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221,638 shares; 2024Q4: 232,529 shares; 2025Q1: 292,263 shares; 2025Q2: 287,928 shares; 2025Q3: 288,260 shares; 2025Q4: 286,291 shares; 2026Q1: 42,362 shares 42,362 $1.43M 0.03% -243,929 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71,791 shares; 2025Q4: 41,783 shares; 2026Q1: 46,846 shares 46,846 $1.43M 0.03% +5,063 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: 10,052 shares; 2024Q4: 10,524 shares; 2025Q1: 12,331 shares; 2025Q2: 12,207 shares; 2025Q3: 11,637 shares; 2025Q4: 14,770 shares; 2026Q1: 15,922 shares 15,922 $1.43M 0.03% +1,152 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90,753 shares 90,753 $1.42M 0.03% new Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,503 shares; 2024Q4: 49,199 shares; 2025Q1: 38,136 shares; 2025Q2: 33,433 shares; 2025Q3: 34,876 shares; 2025Q4: 31,900 shares; 2026Q1: 33,192 shares 33,192 $1.41M 0.03% +1,292 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: not reported; 2024Q4: 1,738 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,817 shares 3,817 $1.4M 0.03% new Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,340 shares; 2025Q4: 24,182 shares; 2026Q1: 25,683 shares 25,683 $1.4M 0.03% +1,501 Timeline BVN COMPANIA DE MINAS BUENAVENTU More: the full row for COMPANIA DE MINAS BUENAVENTU 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: 81,679 shares; 2025Q4: 45,097 shares; 2026Q1: 38,805 shares 38,805 $1.4M 0.03% -6,292 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,618 shares; 2026Q1: 6,870 shares 6,870 $1.39M 0.03% +252 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: 11,133 shares; 2024Q4: 13,323 shares; 2025Q1: 7,387 shares; 2025Q2: 6,597 shares; 2025Q3: 7,166 shares; 2025Q4: 15,395 shares; 2026Q1: 27,628 shares 27,628 $1.38M 0.03% +12,233 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: 9,611 shares; 2024Q4: 9,492 shares; 2025Q1: 10,728 shares; 2025Q2: 11,368 shares; 2025Q3: 10,960 shares; 2025Q4: 10,760 shares; 2026Q1: 15,926 shares 15,926 $1.38M 0.03% +5,166 Timeline PLTM GRANITESHARES PLATINUM TR More: the full row for GRANITESHARES PLATINUM 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: 89,492 shares; 2025Q4: 95,026 shares; 2026Q1: 72,737 shares 72,737 $1.38M 0.03% -22,289 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: not reported; 2025Q1: 1,183 shares; 2025Q2: 1,248 shares; 2025Q3: 1,221 shares; 2025Q4: 1,217 shares; 2026Q1: 1,421 shares 1,421 $1.37M 0.03% +204 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,290 shares; 2024Q4: 12,711 shares; 2025Q1: 22,208 shares; 2025Q2: 25,164 shares; 2025Q3: 26,909 shares; 2025Q4: 27,891 shares; 2026Q1: 30,332 shares 30,332 $1.37M 0.03% +2,441 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: 12,198 shares; 2024Q4: 8,257 shares; 2025Q1: 7,984 shares; 2025Q2: 5,798 shares; 2025Q3: 5,296 shares; 2025Q4: 21,998 shares; 2026Q1: 18,996 shares 18,996 $1.36M 0.03% -3,002 Timeline SCIO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,569 shares; 2025Q4: 48,894 shares; 2026Q1: 66,012 shares 66,012 $1.36M 0.03% +17,118 Timeline ACIO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,401 shares 32,401 $1.36M 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,217 shares; 2025Q3: 5,052 shares; 2025Q4: 5,416 shares; 2026Q1: 3,555 shares 3,555 $1.35M 0.02% -1,861 Timeline DUBS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,149 shares 37,149 $1.34M 0.02% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,584 shares; 2024Q4: 11,903 shares; 2025Q1: 10,340 shares; 2025Q2: 7,122 shares; 2025Q3: 5,687 shares; 2025Q4: 6,015 shares; 2026Q1: 5,363 shares 5,363 $1.33M 0.02% -652 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: 23,670 shares; 2024Q4: 17,798 shares; 2025Q1: 16,443 shares; 2025Q2: 18,104 shares; 2025Q3: 29,724 shares; 2025Q4: 33,900 shares; 2026Q1: 46,326 shares 46,326 $1.33M 0.02% +12,426 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,214 shares; 2024Q4: 7,146 shares; 2025Q1: 6,462 shares; 2025Q2: 6,478 shares; 2025Q3: 6,892 shares; 2025Q4: 7,708 shares; 2026Q1: 8,544 shares 8,544 $1.33M 0.02% +836 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: 3,196 shares; 2024Q4: 2,850 shares; 2025Q1: 2,832 shares; 2025Q2: 2,858 shares; 2025Q3: 2,807 shares; 2025Q4: 2,667 shares; 2026Q1: 2,463 shares 2,463 $1.32M 0.02% -204 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: 39,115 shares; 2024Q4: 35,181 shares; 2025Q1: 35,466 shares; 2025Q2: 28,089 shares; 2025Q3: 26,320 shares; 2025Q4: 27,870 shares; 2026Q1: 25,499 shares 25,499 $1.32M 0.02% -2,371 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,524 shares; 2025Q2: 17,228 shares; 2025Q3: 20,168 shares; 2025Q4: 23,074 shares; 2026Q1: 26,629 shares 26,629 $1.32M 0.02% +3,555 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,090 shares; 2025Q2: 13,556 shares; 2025Q3: 13,374 shares; 2025Q4: 13,805 shares; 2026Q1: 13,949 shares 13,949 $1.32M 0.02% +144 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,790 shares; 2025Q4: 10,647 shares; 2026Q1: 45,952 shares 45,952 $1.32M 0.02% +35,305 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,742 shares; 2024Q4: 1,804 shares; 2025Q1: 1,585 shares; 2025Q2: 1,526 shares; 2025Q3: 1,373 shares; 2025Q4: 1,311 shares; 2026Q1: 8,485 shares 8,485 $1.31M 0.02% +7,174 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,242 shares; 2025Q3: 28,727 shares; 2025Q4: 32,310 shares; 2026Q1: 43,556 shares 43,556 $1.31M 0.02% +11,246 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,924 shares; 2025Q4: 10,583 shares; 2026Q1: 32,147 shares 32,147 $1.3M 0.02% +21,564 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: 8,657 shares; 2024Q4: 25,904 shares; 2025Q1: 8,215 shares; 2025Q2: 7,841 shares; 2025Q3: 7,335 shares; 2025Q4: 6,356 shares; 2026Q1: 38,807 shares 38,807 $1.3M 0.02% +32,451 Timeline PBDC PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,281 shares; 2024Q4: 26,854 shares; 2025Q1: 52,365 shares; 2025Q2: 26,231 shares; 2025Q3: 43,288 shares; 2025Q4: 46,639 shares; 2026Q1: 47,103 shares 47,103 $1.3M 0.02% +464 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: 22,461 shares; 2024Q4: 25,840 shares; 2025Q1: 7,183 shares; 2025Q2: 7,730 shares; 2025Q3: 7,248 shares; 2025Q4: 7,108 shares; 2026Q1: 9,825 shares 9,825 $1.3M 0.02% +2,717 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,905 shares; 2025Q2: 36,861 shares; 2025Q3: 50,171 shares; 2025Q4: 52,007 shares; 2026Q1: 61,751 shares 61,751 $1.29M 0.02% +9,744 Timeline OSCV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,744 shares 32,744 $1.29M 0.02% new Timeline KOMP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,642 shares; 2025Q2: not reported; 2025Q3: 52,363 shares; 2025Q4: 28,030 shares; 2026Q1: 21,947 shares 21,947 $1.28M 0.02% -6,083 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: 6,703 shares; 2024Q4: 5,371 shares; 2025Q1: 2,352 shares; 2025Q2: 2,743 shares; 2025Q3: 3,030 shares; 2025Q4: 2,775 shares; 2026Q1: 3,781 shares 3,781 $1.28M 0.02% +1,006 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: 56,130 shares; 2024Q4: 49,863 shares; 2025Q1: 70,409 shares; 2025Q2: 75,829 shares; 2025Q3: 49,943 shares; 2025Q4: 44,292 shares; 2026Q1: 45,446 shares 45,446 $1.28M 0.02% +1,154 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 108,847 shares; 2025Q4: 15,342 shares; 2026Q1: 67,913 shares 67,913 $1.27M 0.02% +52,571 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,103 shares; 2024Q4: 21,522 shares; 2025Q1: 37,050 shares; 2025Q2: 32,138 shares; 2025Q3: 32,339 shares; 2025Q4: 32,461 shares; 2026Q1: 32,016 shares 32,016 $1.27M 0.02% -445 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 771 shares; 2024Q4: 766 shares; 2025Q1: 694 shares; 2025Q2: 694 shares; 2025Q3: 694 shares; 2025Q4: 694 shares; 2026Q1: 665 shares 665 $1.27M 0.02% -29 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: 5,481 shares; 2024Q4: 5,523 shares; 2025Q1: 5,542 shares; 2025Q2: 8,196 shares; 2025Q3: 7,454 shares; 2025Q4: 16,899 shares; 2026Q1: 6,938 shares 6,938 $1.27M 0.02% -9,961 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,761 shares; 2025Q2: 18,595 shares; 2025Q3: 21,298 shares; 2025Q4: 26,434 shares; 2026Q1: 29,781 shares 29,781 $1.26M 0.02% +3,347 Timeline PGX 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: 495,880 shares; 2024Q4: 488,220 shares; 2025Q1: 550,221 shares; 2025Q2: 168,236 shares; 2025Q3: 133,152 shares; 2025Q4: 110,596 shares; 2026Q1: 116,043 shares 116,043 $1.26M 0.02% +5,447 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,893 shares; 2025Q1: not reported; 2025Q2: 2,835 shares; 2025Q3: 3,051 shares; 2025Q4: 3,065 shares; 2026Q1: 5,033 shares 5,033 $1.26M 0.02% +1,968 Timeline HECA ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,584 shares 43,584 $1.26M 0.02% new Timeline SKYY 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: 2,710 shares; 2024Q4: 2,934 shares; 2025Q1: 2,935 shares; 2025Q2: 5,089 shares; 2025Q3: 7,058 shares; 2025Q4: 7,165 shares; 2026Q1: 11,439 shares 11,439 $1.25M 0.02% +4,274 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,938 shares; 2025Q2: 10,242 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,864 shares 13,864 $1.25M 0.02% new Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,476 shares; 2024Q4: 2,153 shares; 2025Q1: 24,043 shares; 2025Q2: 25,770 shares; 2025Q3: 10,784 shares; 2025Q4: 10,760 shares; 2026Q1: 10,618 shares 10,618 $1.25M 0.02% -142 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI 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: 25,486 shares; 2025Q4: 14,590 shares; 2026Q1: 12,817 shares 12,817 $1.25M 0.02% -1,773 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,805 shares; 2024Q4: 1,993 shares; 2025Q1: 1,989 shares; 2025Q2: 2,321 shares; 2025Q3: 2,730 shares; 2025Q4: 2,804 shares; 2026Q1: 2,557 shares 2,557 $1.24M 0.02% -247 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING 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: 32,665 shares; 2025Q4: 41,703 shares; 2026Q1: 62,301 shares 62,301 $1.24M 0.02% +20,598 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,042 shares; 2024Q4: 9,842 shares; 2025Q1: 11,521 shares; 2025Q2: 11,191 shares; 2025Q3: 10,826 shares; 2025Q4: 10,793 shares; 2026Q1: 10,202 shares 10,202 $1.24M 0.02% -591 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,806 shares 9,806 $1.23M 0.02% new Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,081 shares 16,081 $1.23M 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,618 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,528 shares; 2026Q1: 6,815 shares 6,815 $1.23M 0.02% +2,287 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,050 shares; 2025Q4: 69,210 shares; 2026Q1: 57,167 shares 57,167 $1.22M 0.02% -12,043 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: 23,980 shares; 2024Q4: 22,954 shares; 2025Q1: 22,354 shares; 2025Q2: 23,386 shares; 2025Q3: 20,707 shares; 2025Q4: 20,643 shares; 2026Q1: 26,481 shares 26,481 $1.22M 0.02% +5,838 Timeline QFLR 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: 23,781 shares; 2024Q4: 16,520 shares; 2025Q1: 20,995 shares; 2025Q2: 31,258 shares; 2025Q3: 34,747 shares; 2025Q4: 36,504 shares; 2026Q1: 36,556 shares 36,556 $1.22M 0.02% +52 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,311 shares; 2024Q4: 2,313 shares; 2025Q1: 2,903 shares; 2025Q2: 3,674 shares; 2025Q3: 4,239 shares; 2025Q4: 9,755 shares; 2026Q1: 8,762 shares 8,762 $1.21M 0.02% -993 Timeline SPRE TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,950 shares; 2024Q4: 58,551 shares; 2025Q1: 24,858 shares; 2025Q2: 42,212 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,647 shares 60,647 $1.19M 0.02% new Timeline GHY PGIM GLOBAL HIGH YIELD FD FO More: the full row for PGIM GLOBAL HIGH YIELD FD FO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,898 shares; 2024Q4: 165,347 shares; 2025Q1: 183,672 shares; 2025Q2: 183,746 shares; 2025Q3: 128,288 shares; 2025Q4: 113,475 shares; 2026Q1: 101,657 shares 101,657 $1.18M 0.02% -11,818 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: 23,504 shares; 2025Q3: 37,010 shares; 2025Q4: 38,620 shares; 2026Q1: 40,306 shares 40,306 $1.18M 0.02% +1,686 Timeline KWIN KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,370 shares 46,370 $1.18M 0.02% new Timeline IDUB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,681 shares 47,681 $1.18M 0.02% new Timeline