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: 334,058 shares; 2024Q4: 333,448 shares; 2025Q1: 322,719 shares; 2025Q2: 308,031 shares; 2025Q3: 293,042 shares; 2025Q4: 293,582 shares; 2026Q1: 298,651 shares 298,651 $195M 5.42% +5,069 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: 709,439 shares; 2024Q4: 693,734 shares; 2025Q1: 694,515 shares; 2025Q2: 651,503 shares; 2025Q3: 626,117 shares; 2025Q4: 621,839 shares; 2026Q1: 611,864 shares 611,864 $155M 4.31% -9,975 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: 677,980 shares; 2024Q4: 682,184 shares; 2025Q1: 694,988 shares; 2025Q2: 692,356 shares; 2025Q3: 668,155 shares; 2025Q4: 656,171 shares; 2026Q1: 639,702 shares 639,702 $112M 3.1% -16,469 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: 358,094 shares; 2024Q4: 334,488 shares; 2025Q1: 344,459 shares; 2025Q2: 347,130 shares; 2025Q3: 355,956 shares; 2025Q4: 351,759 shares; 2026Q1: 349,269 shares 349,269 $72.7M 2.02% -2,490 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: 144,431 shares; 2024Q4: 138,533 shares; 2025Q1: 136,317 shares; 2025Q2: 132,487 shares; 2025Q3: 118,807 shares; 2025Q4: 122,300 shares; 2026Q1: 105,629 shares 105,629 $61M 1.69% -16,671 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: 109,560 shares; 2024Q4: 93,127 shares; 2025Q1: 94,481 shares; 2025Q2: 89,704 shares; 2025Q3: 87,103 shares; 2025Q4: 87,921 shares; 2026Q1: 86,031 shares 86,031 $56M 1.55% -1,890 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: 649,549 shares; 2024Q4: 604,730 shares; 2025Q1: 809,093 shares; 2025Q2: 790,726 shares; 2025Q3: 753,440 shares; 2025Q4: 731,146 shares; 2026Q1: 721,369 shares 721,369 $50.6M 1.41% -9,777 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: 159,061 shares; 2024Q4: 149,276 shares; 2025Q1: 151,701 shares; 2025Q2: 135,455 shares; 2025Q3: 134,671 shares; 2025Q4: 135,011 shares; 2026Q1: 135,061 shares 135,061 $50M 1.39% +50 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: 506,713 shares; 2024Q4: 470,456 shares; 2025Q1: 416,632 shares; 2025Q2: 427,873 shares; 2025Q3: 431,166 shares; 2025Q4: 433,977 shares; 2026Q1: 432,346 shares 432,346 $48.9M 1.36% -1,631 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: 97,634 shares; 2024Q4: 97,625 shares; 2025Q1: 99,204 shares; 2025Q2: 101,616 shares; 2025Q3: 79,760 shares; 2025Q4: 80,619 shares; 2026Q1: 80,249 shares 80,249 $48M 1.33% -370 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: 156,739 shares; 2024Q4: 146,329 shares; 2025Q1: 145,763 shares; 2025Q2: 141,913 shares; 2025Q3: 137,856 shares; 2025Q4: 139,304 shares; 2026Q1: 137,435 shares 137,435 $39.4M 1.1% -1,869 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: 317,065 shares; 2024Q4: 306,697 shares; 2025Q1: 317,716 shares; 2025Q2: 315,901 shares; 2025Q3: 322,735 shares; 2025Q4: 332,897 shares; 2026Q1: 341,308 shares 341,308 $37.2M 1.03% +8,411 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: 211,843 shares; 2024Q4: 943,852 shares; 2025Q1: 935,361 shares; 2025Q2: 944,148 shares; 2025Q3: 971,044 shares; 2025Q4: 977,872 shares; 2026Q1: 943,430 shares 943,430 $27.5M 0.76% -34,442 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: 296,603 shares; 2024Q4: 907,541 shares; 2025Q1: 882,844 shares; 2025Q2: 895,068 shares; 2025Q3: 813,969 shares; 2025Q4: 833,241 shares; 2026Q1: 869,867 shares 869,867 $26.7M 0.74% +36,626 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218,309 shares; 2024Q4: 234,399 shares; 2025Q1: 250,256 shares; 2025Q2: 260,979 shares; 2025Q3: 271,437 shares; 2025Q4: 294,513 shares; 2026Q1: 303,288 shares 303,288 $25M 0.7% +8,775 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: 60,259 shares; 2024Q4: 61,019 shares; 2025Q1: 74,858 shares; 2025Q2: 77,122 shares; 2025Q3: 77,292 shares; 2025Q4: 75,918 shares; 2026Q1: 77,373 shares 77,373 $23.9M 0.67% +1,455 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: 371,391 shares; 2024Q4: 378,925 shares; 2025Q1: 359,567 shares; 2025Q2: 359,171 shares; 2025Q3: 351,028 shares; 2025Q4: 362,261 shares; 2026Q1: 353,362 shares 353,362 $23.9M 0.66% -8,899 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: 112,822 shares; 2024Q4: 108,186 shares; 2025Q1: 116,249 shares; 2025Q2: 115,679 shares; 2025Q3: 104,336 shares; 2025Q4: 106,012 shares; 2026Q1: 107,919 shares 107,919 $22.8M 0.63% +1,907 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: 81,362 shares; 2024Q4: 82,388 shares; 2025Q1: 87,716 shares; 2025Q2: 84,233 shares; 2025Q3: 79,869 shares; 2025Q4: 79,243 shares; 2026Q1: 78,891 shares 78,891 $22.7M 0.63% -352 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: 30,947 shares; 2024Q4: 32,632 shares; 2025Q1: 38,843 shares; 2025Q2: 39,423 shares; 2025Q3: 39,200 shares; 2025Q4: 40,343 shares; 2026Q1: 39,379 shares 39,379 $22.5M 0.63% -964 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: 199,110 shares; 2024Q4: 199,779 shares; 2025Q1: 182,659 shares; 2025Q2: 188,932 shares; 2025Q3: 190,514 shares; 2025Q4: 193,672 shares; 2026Q1: 174,257 shares 174,257 $21.7M 0.6% -19,415 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: 73,503 shares; 2024Q4: 61,312 shares; 2025Q1: 63,981 shares; 2025Q2: 62,335 shares; 2025Q3: 58,242 shares; 2025Q4: 58,988 shares; 2026Q1: 46,617 shares 46,617 $20.1M 0.56% -12,371 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: 140,730 shares; 2024Q4: 157,746 shares; 2025Q1: 193,360 shares; 2025Q2: 206,654 shares; 2025Q3: 215,893 shares; 2025Q4: 221,105 shares; 2026Q1: 225,847 shares 225,847 $19.9M 0.55% +4,742 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: 62,284 shares; 2024Q4: 58,605 shares; 2025Q1: 60,089 shares; 2025Q2: 52,617 shares; 2025Q3: 52,872 shares; 2025Q4: 44,564 shares; 2026Q1: 39,833 shares 39,833 $19.1M 0.53% -4,731 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: 186,244 shares; 2024Q4: 177,651 shares; 2025Q1: 178,494 shares; 2025Q2: 173,576 shares; 2025Q3: 168,069 shares; 2025Q4: 169,983 shares; 2026Q1: 187,719 shares 187,719 $18.6M 0.52% +17,736 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: 47,289 shares; 2024Q4: 46,037 shares; 2025Q1: 47,129 shares; 2025Q2: 43,546 shares; 2025Q3: 39,273 shares; 2025Q4: 43,308 shares; 2026Q1: 57,145 shares 57,145 $18.3M 0.51% +13,837 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: 136,104 shares; 2024Q4: 135,279 shares; 2025Q1: 150,079 shares; 2025Q2: 177,834 shares; 2025Q3: 236,005 shares; 2025Q4: 251,078 shares; 2026Q1: 259,052 shares 259,052 $17.7M 0.49% +7,974 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: 292,423 shares; 2024Q4: 282,413 shares; 2025Q1: 271,474 shares; 2025Q2: 240,152 shares; 2025Q3: 226,336 shares; 2025Q4: 280,829 shares; 2026Q1: 411,828 shares 411,828 $17.5M 0.49% +130,999 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: 18,721 shares; 2024Q4: 17,339 shares; 2025Q1: 16,699 shares; 2025Q2: 16,541 shares; 2025Q3: 16,235 shares; 2025Q4: 17,060 shares; 2026Q1: 18,320 shares 18,320 $16.9M 0.47% +1,260 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: 70,994 shares; 2024Q4: 70,958 shares; 2025Q1: 72,632 shares; 2025Q2: 66,359 shares; 2025Q3: 56,641 shares; 2025Q4: 57,104 shares; 2026Q1: 54,533 shares 54,533 $16M 0.45% -2,571 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: 24,845 shares; 2024Q4: 26,353 shares; 2025Q1: 24,915 shares; 2025Q2: 21,647 shares; 2025Q3: 20,953 shares; 2025Q4: 24,811 shares; 2026Q1: 22,456 shares 22,456 $15.9M 0.44% -2,355 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: 297,568 shares; 2024Q4: 246,209 shares; 2025Q1: 351,431 shares; 2025Q2: 344,972 shares; 2025Q3: 320,042 shares; 2025Q4: 300,178 shares; 2026Q1: 308,804 shares 308,804 $15.7M 0.44% +8,626 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: 50,295 shares; 2024Q4: 56,810 shares; 2025Q1: 55,972 shares; 2025Q2: 54,881 shares; 2025Q3: 76,692 shares; 2025Q4: 80,592 shares; 2026Q1: 75,995 shares 75,995 $15.7M 0.44% -4,597 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,732 shares; 2024Q4: 44,354 shares; 2025Q1: 46,565 shares; 2025Q2: 52,883 shares; 2025Q3: 39,325 shares; 2025Q4: 48,487 shares; 2026Q1: 42,041 shares 42,041 $15.6M 0.43% -6,446 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: 14,959 shares; 2024Q4: 15,373 shares; 2025Q1: 15,478 shares; 2025Q2: 407,938 shares; 2025Q3: 390,539 shares; 2025Q4: 386,848 shares; 2026Q1: 364,752 shares 364,752 $15.5M 0.43% -22,096 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: 17,235 shares; 2024Q4: 17,111 shares; 2025Q1: 19,442 shares; 2025Q2: 15,688 shares; 2025Q3: 15,627 shares; 2025Q4: 15,907 shares; 2026Q1: 14,838 shares 14,838 $14.8M 0.41% -1,069 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 584,321 shares; 2024Q4: 540,958 shares; 2025Q1: 506,971 shares; 2025Q2: 431,492 shares; 2025Q3: 276,058 shares; 2025Q4: 250,621 shares; 2026Q1: 236,308 shares 236,308 $14.8M 0.41% -14,313 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,741 shares; 2024Q4: 156,650 shares; 2025Q1: 163,872 shares; 2025Q2: 160,927 shares; 2025Q3: 152,898 shares; 2025Q4: 150,453 shares; 2026Q1: 156,526 shares 156,526 $14.5M 0.4% +6,073 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: 129,776 shares; 2024Q4: 108,496 shares; 2025Q1: 116,647 shares; 2025Q2: 109,942 shares; 2025Q3: 109,257 shares; 2025Q4: 112,116 shares; 2026Q1: 116,180 shares 116,180 $14.4M 0.4% +4,064 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: 91,185 shares; 2024Q4: 86,544 shares; 2025Q1: 86,951 shares; 2025Q2: 86,698 shares; 2025Q3: 77,791 shares; 2025Q4: 86,191 shares; 2026Q1: 84,822 shares 84,822 $14.4M 0.4% -1,369 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: 68,113 shares; 2024Q4: 68,693 shares; 2025Q1: 75,151 shares; 2025Q2: 69,937 shares; 2025Q3: 68,282 shares; 2025Q4: 70,078 shares; 2026Q1: 72,215 shares 72,215 $14.2M 0.39% +2,137 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: 62,193 shares; 2024Q4: 60,619 shares; 2025Q1: 59,236 shares; 2025Q2: 55,677 shares; 2025Q3: 52,278 shares; 2025Q4: 56,956 shares; 2026Q1: 56,291 shares 56,291 $13.8M 0.38% -665 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,313 shares; 2024Q4: 573,815 shares; 2025Q1: 544,607 shares; 2025Q2: 557,853 shares; 2025Q3: 557,823 shares; 2025Q4: 533,857 shares; 2026Q1: 522,948 shares 522,948 $13.4M 0.37% -10,909 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: 67,373 shares; 2024Q4: 85,659 shares; 2025Q1: 103,109 shares; 2025Q2: 127,395 shares; 2025Q3: 120,853 shares; 2025Q4: 105,534 shares; 2026Q1: 88,975 shares 88,975 $13M 0.36% -16,559 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: 50,759 shares; 2024Q4: 51,624 shares; 2025Q1: 55,477 shares; 2025Q2: 51,320 shares; 2025Q3: 51,670 shares; 2025Q4: 110,748 shares; 2026Q1: 97,010 shares 97,010 $12.9M 0.36% -13,738 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,214 shares; 2024Q4: 92,030 shares; 2025Q1: 193,256 shares; 2025Q2: 189,183 shares; 2025Q3: 219,936 shares; 2025Q4: 230,375 shares; 2026Q1: 239,111 shares 239,111 $12.6M 0.35% +8,736 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: 135,172 shares; 2024Q4: 135,084 shares; 2025Q1: 118,441 shares; 2025Q2: 119,642 shares; 2025Q3: 111,512 shares; 2025Q4: 126,760 shares; 2026Q1: 138,820 shares 138,820 $12.6M 0.35% +12,060 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: 109,462 shares; 2024Q4: 107,138 shares; 2025Q1: 106,146 shares; 2025Q2: 101,750 shares; 2025Q3: 58,921 shares; 2025Q4: 59,304 shares; 2026Q1: 56,826 shares 56,826 $12.4M 0.34% -2,478 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: 424,764 shares; 2024Q4: 521,050 shares; 2025Q1: 557,301 shares; 2025Q2: 394,835 shares; 2025Q3: 295,992 shares; 2025Q4: 291,682 shares; 2026Q1: 300,698 shares 300,698 $11.9M 0.33% +9,016 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: 418,913 shares; 2024Q4: 476,939 shares; 2025Q1: 548,129 shares; 2025Q2: 375,159 shares; 2025Q3: 379,638 shares; 2025Q4: 372,173 shares; 2026Q1: 349,728 shares 349,728 $11.8M 0.33% -22,445 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: 150,074 shares; 2024Q4: 154,190 shares; 2025Q1: 169,957 shares; 2025Q2: 169,920 shares; 2025Q3: 179,063 shares; 2025Q4: 181,456 shares; 2026Q1: 184,230 shares 184,230 $11.8M 0.33% +2,774 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: 32,222 shares; 2024Q4: 37,693 shares; 2025Q1: 38,174 shares; 2025Q2: 36,625 shares; 2025Q3: 35,948 shares; 2025Q4: 35,861 shares; 2026Q1: 35,629 shares 35,629 $11.7M 0.33% -232 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: 86,852 shares; 2024Q4: 90,158 shares; 2025Q1: 80,420 shares; 2025Q2: 56,905 shares; 2025Q3: 55,327 shares; 2025Q4: 55,806 shares; 2026Q1: 59,204 shares 59,204 $11.4M 0.32% +3,398 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: 111,216 shares; 2024Q4: 113,877 shares; 2025Q1: 107,206 shares; 2025Q2: 152,007 shares; 2025Q3: 197,192 shares; 2025Q4: 219,910 shares; 2026Q1: 160,771 shares 160,771 $11M 0.3% -59,139 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252,079 shares; 2024Q4: 252,653 shares; 2025Q1: 301,446 shares; 2025Q2: 297,594 shares; 2025Q3: 317,909 shares; 2025Q4: 326,676 shares; 2026Q1: 201,494 shares 201,494 $10.7M 0.3% -125,182 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: 21,004 shares; 2024Q4: 19,680 shares; 2025Q1: 20,271 shares; 2025Q2: 19,368 shares; 2025Q3: 27,060 shares; 2025Q4: 36,634 shares; 2026Q1: 31,613 shares 31,613 $10.7M 0.3% -5,021 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,493 shares; 2024Q4: 133,040 shares; 2025Q1: 132,905 shares; 2025Q2: 128,934 shares; 2025Q3: 140,546 shares; 2025Q4: 131,178 shares; 2026Q1: 138,331 shares 138,331 $10.7M 0.3% +7,153 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: 38,691 shares; 2024Q4: 38,730 shares; 2025Q1: 39,013 shares; 2025Q2: 39,774 shares; 2025Q3: 42,413 shares; 2025Q4: 43,207 shares; 2026Q1: 49,479 shares 49,479 $10.6M 0.3% +6,272 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: 118,597 shares; 2024Q4: 111,366 shares; 2025Q1: 114,833 shares; 2025Q2: 126,780 shares; 2025Q3: 135,129 shares; 2025Q4: 137,682 shares; 2026Q1: 150,782 shares 150,782 $10.5M 0.29% +13,100 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,131 shares; 2024Q4: 36,103 shares; 2025Q1: 39,118 shares; 2025Q2: 36,275 shares; 2025Q3: 39,386 shares; 2025Q4: 44,588 shares; 2026Q1: 42,677 shares 42,677 $10.3M 0.29% -1,911 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,111 shares; 2024Q4: 125,729 shares; 2025Q1: 123,992 shares; 2025Q2: 126,230 shares; 2025Q3: 128,229 shares; 2025Q4: 108,742 shares; 2026Q1: 100,840 shares 100,840 $10.3M 0.29% -7,902 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: 120,005 shares; 2024Q4: 114,802 shares; 2025Q1: 109,414 shares; 2025Q2: 104,794 shares; 2025Q3: 104,434 shares; 2025Q4: 117,200 shares; 2026Q1: 110,611 shares 110,611 $10.3M 0.29% -6,589 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,654 shares; 2024Q4: 131,788 shares; 2025Q1: 128,755 shares; 2025Q2: 131,523 shares; 2025Q3: 125,532 shares; 2025Q4: 127,905 shares; 2026Q1: 129,887 shares 129,887 $10.2M 0.28% +1,982 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: 40,324 shares; 2024Q4: 38,920 shares; 2025Q1: 39,442 shares; 2025Q2: 38,069 shares; 2025Q3: 35,722 shares; 2025Q4: 32,470 shares; 2026Q1: 33,126 shares 33,126 $10M 0.28% +656 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,152 shares; 2024Q4: 119,635 shares; 2025Q1: 167,223 shares; 2025Q2: 158,999 shares; 2025Q3: 183,326 shares; 2025Q4: 188,950 shares; 2026Q1: 194,886 shares 194,886 $9.98M 0.28% +5,936 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: 239,571 shares; 2024Q4: 210,952 shares; 2025Q1: 192,292 shares; 2025Q2: 186,353 shares; 2025Q3: 170,060 shares; 2025Q4: 193,509 shares; 2026Q1: 191,693 shares 191,693 $9.62M 0.27% -1,816 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: 144,912 shares; 2024Q4: 132,706 shares; 2025Q1: 125,060 shares; 2025Q2: 117,858 shares; 2025Q3: 94,523 shares; 2025Q4: 90,725 shares; 2026Q1: 90,555 shares 90,555 $9.61M 0.27% -170 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: 70,454 shares; 2024Q4: 73,676 shares; 2025Q1: 75,291 shares; 2025Q2: 57,433 shares; 2025Q3: 55,488 shares; 2025Q4: 52,011 shares; 2026Q1: 48,816 shares 48,816 $9.36M 0.26% -3,195 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,857 shares; 2024Q4: 25,553 shares; 2025Q1: 24,501 shares; 2025Q2: 19,596 shares; 2025Q3: 21,410 shares; 2025Q4: 22,130 shares; 2026Q1: 24,404 shares 24,404 $9.36M 0.26% +2,274 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: 13,315 shares; 2024Q4: 10,449 shares; 2025Q1: 14,491 shares; 2025Q2: 19,266 shares; 2025Q3: 21,672 shares; 2025Q4: 23,150 shares; 2026Q1: 27,452 shares 27,452 $9.28M 0.26% +4,302 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,634 shares; 2024Q4: 38,330 shares; 2025Q1: 40,064 shares; 2025Q2: 40,647 shares; 2025Q3: 40,231 shares; 2025Q4: 41,587 shares; 2026Q1: 39,817 shares 39,817 $9.15M 0.25% -1,770 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: 20,700 shares; 2024Q4: 21,473 shares; 2025Q1: 25,250 shares; 2025Q2: 24,570 shares; 2025Q3: 23,203 shares; 2025Q4: 23,476 shares; 2026Q1: 34,252 shares 34,252 $8.97M 0.25% +10,776 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: 92,584 shares; 2024Q4: 82,459 shares; 2025Q1: 81,607 shares; 2025Q2: 79,647 shares; 2025Q3: 84,846 shares; 2025Q4: 173,429 shares; 2026Q1: 188,952 shares 188,952 $8.67M 0.24% +15,523 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: 124,693 shares; 2024Q4: 89,948 shares; 2025Q1: 90,557 shares; 2025Q2: 93,638 shares; 2025Q3: 98,301 shares; 2025Q4: 100,207 shares; 2026Q1: 106,796 shares 106,796 $8.47M 0.24% +6,589 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: 69,373 shares; 2024Q4: 59,525 shares; 2025Q1: 59,353 shares; 2025Q2: 57,601 shares; 2025Q3: 52,851 shares; 2025Q4: 55,502 shares; 2026Q1: 57,629 shares 57,629 $8.32M 0.23% +2,127 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: 23,175 shares; 2024Q4: 22,861 shares; 2025Q1: 23,840 shares; 2025Q2: 27,034 shares; 2025Q3: 26,648 shares; 2025Q4: 27,208 shares; 2026Q1: 28,775 shares 28,775 $8.26M 0.23% +1,567 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: 72,969 shares; 2024Q4: 69,009 shares; 2025Q1: 68,070 shares; 2025Q2: 65,053 shares; 2025Q3: 59,848 shares; 2025Q4: 118,854 shares; 2026Q1: 134,822 shares 134,822 $8.26M 0.23% +15,968 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,097 shares; 2025Q3: 3,250 shares; 2025Q4: not reported; 2026Q1: 129,075 shares 129,075 $8.26M 0.23% new 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: 272,311 shares; 2024Q4: 213,102 shares; 2025Q1: 227,110 shares; 2025Q2: 204,954 shares; 2025Q3: 190,072 shares; 2025Q4: 151,743 shares; 2026Q1: 144,283 shares 144,283 $8.18M 0.23% -7,460 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: 12,200 shares; 2024Q4: 11,521 shares; 2025Q1: 14,114 shares; 2025Q2: 14,466 shares; 2025Q3: 16,586 shares; 2025Q4: 17,580 shares; 2026Q1: 18,656 shares 18,656 $8.15M 0.23% +1,076 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,226 shares; 2024Q4: 123,550 shares; 2025Q1: 124,554 shares; 2025Q2: 126,006 shares; 2025Q3: 144,395 shares; 2025Q4: 147,430 shares; 2026Q1: 140,467 shares 140,467 $8.09M 0.22% -6,963 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: 36,787 shares; 2024Q4: 41,790 shares; 2025Q1: 38,372 shares; 2025Q2: 39,750 shares; 2025Q3: 46,631 shares; 2025Q4: 43,934 shares; 2026Q1: 39,657 shares 39,657 $8.07M 0.22% -4,277 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: 178,654 shares; 2024Q4: 186,464 shares; 2025Q1: 192,008 shares; 2025Q2: 199,295 shares; 2025Q3: 207,652 shares; 2025Q4: 207,696 shares; 2026Q1: 236,638 shares 236,638 $7.94M 0.22% +28,942 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,830 shares; 2024Q4: 84,896 shares; 2025Q1: 111,622 shares; 2025Q2: 111,266 shares; 2025Q3: 115,181 shares; 2025Q4: 124,820 shares; 2026Q1: 131,205 shares 131,205 $7.92M 0.22% +6,385 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: 59,242 shares; 2024Q4: 58,615 shares; 2025Q1: 59,631 shares; 2025Q2: 46,084 shares; 2025Q3: 45,689 shares; 2025Q4: 52,675 shares; 2026Q1: 53,850 shares 53,850 $7.89M 0.22% +1,175 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,862 shares; 2024Q4: 142,103 shares; 2025Q1: 153,449 shares; 2025Q2: 160,433 shares; 2025Q3: 156,937 shares; 2025Q4: 155,773 shares; 2026Q1: 156,840 shares 156,840 $7.89M 0.22% +1,067 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: 8,145 shares; 2024Q4: 8,298 shares; 2025Q1: 8,543 shares; 2025Q2: 8,426 shares; 2025Q3: 10,849 shares; 2025Q4: 11,315 shares; 2026Q1: 11,188 shares 11,188 $7.81M 0.22% -127 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: 162,845 shares; 2024Q4: 169,326 shares; 2025Q1: 155,003 shares; 2025Q2: 157,455 shares; 2025Q3: 164,635 shares; 2025Q4: 166,257 shares; 2026Q1: 170,652 shares 170,652 $7.79M 0.22% +4,395 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: 146,755 shares; 2024Q4: 188,301 shares; 2025Q1: 193,778 shares; 2025Q2: 303,152 shares; 2025Q3: 265,315 shares; 2025Q4: 265,399 shares; 2026Q1: 232,629 shares 232,629 $7.78M 0.22% -32,770 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,371 shares; 2024Q4: 59,002 shares; 2025Q1: 58,785 shares; 2025Q2: 54,812 shares; 2025Q3: 56,979 shares; 2025Q4: 56,817 shares; 2026Q1: 57,188 shares 57,188 $7.76M 0.22% +371 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: 153,826 shares; 2024Q4: 248,980 shares; 2025Q1: 255,285 shares; 2025Q2: 237,147 shares; 2025Q3: 230,405 shares; 2025Q4: 236,403 shares; 2026Q1: 238,294 shares 238,294 $7.64M 0.21% +1,891 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,374 shares; 2024Q4: 55,001 shares; 2025Q1: 55,992 shares; 2025Q2: 54,395 shares; 2025Q3: 53,230 shares; 2025Q4: 53,149 shares; 2026Q1: 52,188 shares 52,188 $7.63M 0.21% -961 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,139 shares; 2024Q4: 54,083 shares; 2025Q1: 46,426 shares; 2025Q2: 46,646 shares; 2025Q3: 47,601 shares; 2025Q4: 49,040 shares; 2026Q1: 51,879 shares 51,879 $7.51M 0.21% +2,839 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: 4,605 shares; 2024Q4: 4,462 shares; 2025Q1: 8,760 shares; 2025Q2: 8,975 shares; 2025Q3: 8,895 shares; 2025Q4: 8,779 shares; 2026Q1: 8,763 shares 8,763 $7.41M 0.21% -16 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: 10,678 shares; 2024Q4: 14,281 shares; 2025Q1: 17,189 shares; 2025Q2: 16,444 shares; 2025Q3: 17,565 shares; 2025Q4: 19,293 shares; 2026Q1: 18,970 shares 18,970 $7.41M 0.21% -323 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: 169,071 shares; 2024Q4: 157,522 shares; 2025Q1: 174,973 shares; 2025Q2: 181,098 shares; 2025Q3: 168,913 shares; 2025Q4: 190,663 shares; 2026Q1: 147,503 shares 147,503 $7.28M 0.2% -43,160 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,495 shares; 2024Q4: 140,855 shares; 2025Q1: 110,019 shares; 2025Q2: 103,230 shares; 2025Q3: 80,746 shares; 2025Q4: 68,647 shares; 2026Q1: 60,002 shares 60,002 $7.26M 0.2% -8,645 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,758 shares; 2024Q4: 163,973 shares; 2025Q1: 167,249 shares; 2025Q2: 165,055 shares; 2025Q3: 182,536 shares; 2025Q4: 192,492 shares; 2026Q1: 195,873 shares 195,873 $7.22M 0.2% +3,381 Timeline FCUS TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,467 shares; 2024Q4: 237,815 shares; 2025Q1: 182,865 shares; 2025Q2: 246,877 shares; 2025Q3: 227,869 shares; 2025Q4: 205,457 shares; 2026Q1: 195,441 shares 195,441 $7.03M 0.2% -10,016 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: 5,186 shares; 2024Q4: 5,572 shares; 2025Q1: 6,692 shares; 2025Q2: 7,973 shares; 2025Q3: 7,555 shares; 2025Q4: 79,537 shares; 2026Q1: 72,998 shares 72,998 $7.02M 0.19% -6,539 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: 70,746 shares; 2024Q4: 62,880 shares; 2025Q1: 62,239 shares; 2025Q2: 66,769 shares; 2025Q3: 62,029 shares; 2025Q4: 62,820 shares; 2026Q1: 69,634 shares 69,634 $7.01M 0.19% +6,814 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198,608 shares; 2024Q4: 201,474 shares; 2025Q1: 185,920 shares; 2025Q2: 117,698 shares; 2025Q3: 97,700 shares; 2025Q4: 76,397 shares; 2026Q1: 72,054 shares 72,054 $6.97M 0.19% -4,343 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,321 shares; 2024Q4: 56,542 shares; 2025Q1: 119,674 shares; 2025Q2: 122,891 shares; 2025Q3: 154,572 shares; 2025Q4: 182,789 shares; 2026Q1: 212,860 shares 212,860 $6.91M 0.19% +30,071 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,809 shares; 2024Q4: 58,755 shares; 2025Q1: 64,214 shares; 2025Q2: 68,276 shares; 2025Q3: 67,675 shares; 2025Q4: 69,584 shares; 2026Q1: 80,961 shares 80,961 $6.87M 0.19% +11,377 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: 28,227 shares; 2024Q4: 31,046 shares; 2025Q1: 28,754 shares; 2025Q2: 30,164 shares; 2025Q3: 33,270 shares; 2025Q4: 33,032 shares; 2026Q1: 32,602 shares 32,602 $6.78M 0.19% -430 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: 18,681 shares; 2024Q4: 25,480 shares; 2025Q1: 8,254 shares; 2025Q2: 10,865 shares; 2025Q3: 25,829 shares; 2025Q4: 27,583 shares; 2026Q1: 27,023 shares 27,023 $6.77M 0.19% -560 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,394 shares; 2024Q4: 49,688 shares; 2025Q1: 49,718 shares; 2025Q2: 50,431 shares; 2025Q3: 51,400 shares; 2025Q4: 52,699 shares; 2026Q1: 56,475 shares 56,475 $6.69M 0.19% +3,776 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: 24,693 shares; 2024Q4: 23,878 shares; 2025Q1: 27,016 shares; 2025Q2: 26,453 shares; 2025Q3: 26,778 shares; 2025Q4: 31,756 shares; 2026Q1: 29,391 shares 29,391 $6.64M 0.18% -2,365 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: 44,857 shares; 2024Q4: 29,681 shares; 2025Q1: 30,617 shares; 2025Q2: 34,889 shares; 2025Q3: 35,419 shares; 2025Q4: 37,578 shares; 2026Q1: 41,045 shares 41,045 $6.64M 0.18% +3,467 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: 64,454 shares; 2024Q4: 61,189 shares; 2025Q1: 58,270 shares; 2025Q2: 47,874 shares; 2025Q3: 48,023 shares; 2025Q4: 47,227 shares; 2026Q1: 46,374 shares 46,374 $6.61M 0.18% -853 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,877 shares; 2024Q4: 4,241 shares; 2025Q1: 11,105 shares; 2025Q2: 11,181 shares; 2025Q3: 9,657 shares; 2025Q4: 6,014 shares; 2026Q1: 7,550 shares 7,550 $6.59M 0.18% +1,536 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: 54,314 shares; 2024Q4: 37,989 shares; 2025Q1: 60,239 shares; 2025Q2: 107,562 shares; 2025Q3: 125,882 shares; 2025Q4: 135,196 shares; 2026Q1: 158,333 shares 158,333 $6.36M 0.18% +23,137 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: 99,826 shares; 2024Q4: 105,244 shares; 2025Q1: 119,093 shares; 2025Q2: 54,558 shares; 2025Q3: 45,349 shares; 2025Q4: 48,125 shares; 2026Q1: 57,276 shares 57,276 $6.35M 0.18% +9,151 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: 4,702 shares; 2024Q4: 4,114 shares; 2025Q1: 19,010 shares; 2025Q2: 20,383 shares; 2025Q3: 46,821 shares; 2025Q4: 52,759 shares; 2026Q1: 55,845 shares 55,845 $6.26M 0.17% +3,086 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: 99,288 shares; 2024Q4: 100,259 shares; 2025Q1: 105,768 shares; 2025Q2: 109,951 shares; 2025Q3: 113,739 shares; 2025Q4: 115,913 shares; 2026Q1: 115,517 shares 115,517 $6.24M 0.17% -396 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: 93,488 shares; 2024Q4: 95,549 shares; 2025Q1: 105,376 shares; 2025Q2: 105,456 shares; 2025Q3: 114,229 shares; 2025Q4: 118,029 shares; 2026Q1: 124,060 shares 124,060 $6.22M 0.17% +6,031 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: 189,702 shares 189,702 $6.21M 0.17% new Timeline QQWZ 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: 35,709 shares; 2025Q3: 216,845 shares; 2025Q4: 222,879 shares; 2026Q1: 233,206 shares 233,206 $6.14M 0.17% +10,327 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,633 shares; 2024Q4: 18,402 shares; 2025Q1: 16,966 shares; 2025Q2: 15,719 shares; 2025Q3: 14,504 shares; 2025Q4: 17,992 shares; 2026Q1: 17,240 shares 17,240 $6.07M 0.17% -752 Timeline RSST TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,032 shares; 2024Q4: 242,993 shares; 2025Q1: 235,896 shares; 2025Q2: 233,286 shares; 2025Q3: 224,357 shares; 2025Q4: 218,034 shares; 2026Q1: 214,100 shares 214,100 $6.05M 0.17% -3,934 Timeline MSTB 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: 155,539 shares; 2025Q1: 155,963 shares; 2025Q2: 153,750 shares; 2025Q3: 141,252 shares; 2025Q4: 145,731 shares; 2026Q1: 158,075 shares 158,075 $6.05M 0.17% +12,344 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: 121,572 shares; 2024Q4: 98,120 shares; 2025Q1: 98,281 shares; 2025Q2: 91,132 shares; 2025Q3: 69,609 shares; 2025Q4: 68,956 shares; 2026Q1: 101,163 shares 101,163 $6.05M 0.17% +32,207 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: 33,600 shares; 2024Q4: 31,248 shares; 2025Q1: 32,083 shares; 2025Q2: 42,419 shares; 2025Q3: 41,087 shares; 2025Q4: 41,393 shares; 2026Q1: 38,881 shares 38,881 $6.04M 0.17% -2,512 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: 38,981 shares; 2024Q4: 55,481 shares; 2025Q1: 83,611 shares; 2025Q2: 86,925 shares; 2025Q3: 88,465 shares; 2025Q4: 108,665 shares; 2026Q1: 119,257 shares 119,257 $6.01M 0.17% +10,592 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: 33,187 shares; 2024Q4: 32,243 shares; 2025Q1: 40,735 shares; 2025Q2: 39,448 shares; 2025Q3: 36,075 shares; 2025Q4: 33,539 shares; 2026Q1: 33,024 shares 33,024 $5.99M 0.17% -515 Timeline DUKQ NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 198,765 shares; 2025Q1: 199,244 shares; 2025Q2: 202,571 shares; 2025Q3: 202,042 shares; 2025Q4: 208,454 shares; 2026Q1: 220,047 shares 220,047 $5.97M 0.17% +11,593 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: 17,017 shares; 2024Q4: 18,444 shares; 2025Q1: 21,263 shares; 2025Q2: 62,911 shares; 2025Q3: 70,764 shares; 2025Q4: 69,590 shares; 2026Q1: 78,913 shares 78,913 $5.93M 0.16% +9,323 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: 98,114 shares; 2024Q4: 109,579 shares; 2025Q1: 110,189 shares; 2025Q2: 113,530 shares; 2025Q3: 104,447 shares; 2025Q4: 129,012 shares; 2026Q1: 124,208 shares 124,208 $5.84M 0.16% -4,804 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: 23,101 shares; 2024Q4: 23,408 shares; 2025Q1: 23,080 shares; 2025Q2: 23,696 shares; 2025Q3: 25,557 shares; 2025Q4: 25,558 shares; 2026Q1: 26,507 shares 26,507 $5.76M 0.16% +949 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: 37,916 shares; 2024Q4: 37,227 shares; 2025Q1: 38,750 shares; 2025Q2: 39,945 shares; 2025Q3: 36,601 shares; 2025Q4: 46,968 shares; 2026Q1: 47,554 shares 47,554 $5.72M 0.16% +586 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: 81,375 shares; 2024Q4: 80,112 shares; 2025Q1: 80,219 shares; 2025Q2: 78,964 shares; 2025Q3: 75,373 shares; 2025Q4: 76,245 shares; 2026Q1: 75,009 shares 75,009 $5.7M 0.16% -1,236 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: 12,989 shares; 2024Q4: 13,027 shares; 2025Q1: 16,276 shares; 2025Q2: 15,467 shares; 2025Q3: 13,706 shares; 2025Q4: 13,333 shares; 2026Q1: 13,323 shares 13,323 $5.68M 0.16% -10 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,696 shares; 2024Q4: 47,394 shares; 2025Q1: 32,513 shares; 2025Q2: 36,465 shares; 2025Q3: 62,400 shares; 2025Q4: 64,732 shares; 2026Q1: 68,066 shares 68,066 $5.63M 0.16% +3,334 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,465 shares; 2024Q4: 11,368 shares; 2025Q1: 12,974 shares; 2025Q2: 11,668 shares; 2025Q3: 12,455 shares; 2025Q4: 13,412 shares; 2026Q1: 13,789 shares 13,789 $5.62M 0.16% +377 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: 106,686 shares; 2024Q4: 104,711 shares; 2025Q1: 101,930 shares; 2025Q2: 98,256 shares; 2025Q3: 116,476 shares; 2025Q4: 115,446 shares; 2026Q1: 114,011 shares 114,011 $5.56M 0.15% -1,435 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: 38,435 shares; 2024Q4: 37,635 shares; 2025Q1: 44,282 shares; 2025Q2: 45,914 shares; 2025Q3: 43,374 shares; 2025Q4: 43,700 shares; 2026Q1: 54,916 shares 54,916 $5.52M 0.15% +11,216 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,245 shares; 2024Q4: 33,911 shares; 2025Q1: 34,284 shares; 2025Q2: 34,878 shares; 2025Q3: 37,105 shares; 2025Q4: 40,959 shares; 2026Q1: 43,004 shares 43,004 $5.51M 0.15% +2,045 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: 102,204 shares; 2024Q4: 106,605 shares; 2025Q1: 114,296 shares; 2025Q2: 70,377 shares; 2025Q3: 77,941 shares; 2025Q4: 58,445 shares; 2026Q1: 58,824 shares 58,824 $5.51M 0.15% +379 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: 15,300 shares; 2024Q4: 14,897 shares; 2025Q1: 14,997 shares; 2025Q2: 16,424 shares; 2025Q3: 21,075 shares; 2025Q4: 24,763 shares; 2026Q1: 27,230 shares 27,230 $5.42M 0.15% +2,467 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: 72,979 shares; 2024Q4: 73,123 shares; 2025Q1: 71,249 shares; 2025Q2: 80,041 shares; 2025Q3: 66,590 shares; 2025Q4: 77,404 shares; 2026Q1: 116,764 shares 116,764 $5.42M 0.15% +39,360 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,265 shares; 2024Q4: 29,812 shares; 2025Q1: 32,404 shares; 2025Q2: 32,690 shares; 2025Q3: 31,814 shares; 2025Q4: 32,142 shares; 2026Q1: 32,155 shares 32,155 $5.29M 0.15% +13 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: 5,718 shares; 2024Q4: 7,371 shares; 2025Q1: 7,369 shares; 2025Q2: 7,135 shares; 2025Q3: 5,474 shares; 2025Q4: 4,929 shares; 2026Q1: 56,948 shares 56,948 $5.26M 0.15% +52,019 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: 22,435 shares; 2024Q4: 19,259 shares; 2025Q1: 19,580 shares; 2025Q2: 20,599 shares; 2025Q3: 20,245 shares; 2025Q4: 17,518 shares; 2026Q1: 16,859 shares 16,859 $5.24M 0.15% -659 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: 53,523 shares; 2024Q4: 46,515 shares; 2025Q1: 44,218 shares; 2025Q2: 41,163 shares; 2025Q3: 37,970 shares; 2025Q4: 38,100 shares; 2026Q1: 39,660 shares 39,660 $5.19M 0.14% +1,560 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: 21,541 shares; 2024Q4: 8,020 shares; 2025Q1: 12,133 shares; 2025Q2: 11,341 shares; 2025Q3: 14,289 shares; 2025Q4: 16,269 shares; 2026Q1: 154,198 shares 154,198 $5.15M 0.14% +137,929 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: 10,847 shares; 2024Q4: 38,933 shares; 2025Q1: 47,280 shares; 2025Q2: 58,202 shares; 2025Q3: 77,668 shares; 2025Q4: 87,634 shares; 2026Q1: 92,437 shares 92,437 $5.07M 0.14% +4,803 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 107,146 shares; 2025Q4: 180,041 shares; 2026Q1: 208,294 shares 208,294 $5.04M 0.14% +28,253 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,934 shares; 2024Q4: 43,292 shares; 2025Q1: 47,323 shares; 2025Q2: 62,337 shares; 2025Q3: 80,870 shares; 2025Q4: 95,018 shares; 2026Q1: 99,596 shares 99,596 $5.04M 0.14% +4,578 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: 43,618 shares; 2024Q4: 26,498 shares; 2025Q1: 21,198 shares; 2025Q2: 17,395 shares; 2025Q3: 20,412 shares; 2025Q4: 19,280 shares; 2026Q1: 20,148 shares 20,148 $5M 0.14% +868 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: 8,294 shares; 2024Q4: 9,950 shares; 2025Q1: 8,254 shares; 2025Q2: 11,457 shares; 2025Q3: 11,992 shares; 2025Q4: 12,483 shares; 2026Q1: 10,737 shares 10,737 $4.97M 0.14% -1,746 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,116 shares 53,116 $4.95M 0.14% new 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: 57,231 shares; 2024Q4: 49,431 shares; 2025Q1: 53,212 shares; 2025Q2: 56,835 shares; 2025Q3: 56,831 shares; 2025Q4: 57,606 shares; 2026Q1: 62,097 shares 62,097 $4.94M 0.14% +4,491 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: 43,135 shares; 2024Q4: 38,560 shares; 2025Q1: 50,606 shares; 2025Q2: 39,449 shares; 2025Q3: 44,321 shares; 2025Q4: 65,443 shares; 2026Q1: 84,954 shares 84,954 $4.94M 0.14% +19,511 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: 17,725 shares; 2024Q4: 17,303 shares; 2025Q1: 17,983 shares; 2025Q2: 16,790 shares; 2025Q3: 20,140 shares; 2025Q4: 20,663 shares; 2026Q1: 20,899 shares 20,899 $4.94M 0.14% +236 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: 17,965 shares; 2024Q4: 18,561 shares; 2025Q1: 20,065 shares; 2025Q2: 16,935 shares; 2025Q3: 14,716 shares; 2025Q4: 16,778 shares; 2026Q1: 17,396 shares 17,396 $4.94M 0.14% +618 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: 83,758 shares; 2024Q4: 85,116 shares; 2025Q1: 85,654 shares; 2025Q2: 104,582 shares; 2025Q3: 98,173 shares; 2025Q4: 109,653 shares; 2026Q1: 96,955 shares 96,955 $4.93M 0.14% -12,698 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: not reported; 2024Q4: 66,245 shares; 2025Q1: 74,773 shares; 2025Q2: 100,967 shares; 2025Q3: 115,533 shares; 2025Q4: 124,057 shares; 2026Q1: 141,565 shares 141,565 $4.87M 0.14% +17,508 Timeline DLN 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: 53,340 shares; 2024Q4: 54,226 shares; 2025Q1: 53,493 shares; 2025Q2: 56,709 shares; 2025Q3: 54,837 shares; 2025Q4: 54,956 shares; 2026Q1: 54,303 shares 54,303 $4.85M 0.13% -653 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,865 shares; 2024Q4: 18,478 shares; 2025Q1: 18,832 shares; 2025Q2: 20,176 shares; 2025Q3: 21,680 shares; 2025Q4: 22,404 shares; 2026Q1: 21,464 shares 21,464 $4.84M 0.13% -940 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: 80,770 shares; 2024Q4: 81,629 shares; 2025Q1: 96,600 shares; 2025Q2: 99,998 shares; 2025Q3: 106,697 shares; 2025Q4: 107,597 shares; 2026Q1: 76,980 shares 76,980 $4.83M 0.13% -30,617 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: 167,553 shares; 2024Q4: 151,530 shares; 2025Q1: 180,092 shares; 2025Q2: 165,925 shares; 2025Q3: 156,205 shares; 2025Q4: 166,073 shares; 2026Q1: 171,573 shares 171,573 $4.82M 0.13% +5,500 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,718 shares; 2024Q4: 31,012 shares; 2025Q1: 31,895 shares; 2025Q2: 26,893 shares; 2025Q3: 24,781 shares; 2025Q4: 24,593 shares; 2026Q1: 24,622 shares 24,622 $4.75M 0.13% +29 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: 9,389 shares; 2024Q4: 9,803 shares; 2025Q1: 9,459 shares; 2025Q2: 8,620 shares; 2025Q3: 9,498 shares; 2025Q4: 12,466 shares; 2026Q1: 13,881 shares 13,881 $4.74M 0.13% +1,415 Timeline FLRT 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: 18,692 shares; 2024Q4: 28,380 shares; 2025Q1: 29,337 shares; 2025Q2: 106,758 shares; 2025Q3: 97,401 shares; 2025Q4: 106,960 shares; 2026Q1: 102,063 shares 102,063 $4.73M 0.13% -4,897 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: 301,512 shares; 2025Q2: 286,678 shares; 2025Q3: 310,034 shares; 2025Q4: 244,196 shares; 2026Q1: 225,475 shares 225,475 $4.73M 0.13% -18,721 Timeline BLCV BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 130,266 shares 130,266 $4.7M 0.13% new 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: 56,306 shares; 2024Q4: 55,203 shares; 2025Q1: 66,619 shares; 2025Q2: 73,498 shares; 2025Q3: 68,086 shares; 2025Q4: 77,789 shares; 2026Q1: 77,418 shares 77,418 $4.7M 0.13% -371 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: 18,522 shares; 2025Q1: 17,936 shares; 2025Q2: 18,208 shares; 2025Q3: 20,809 shares; 2025Q4: 26,233 shares; 2026Q1: 21,973 shares 21,973 $4.69M 0.13% -4,260 Timeline IDEQ LAZARD ACTIVE ETF TR More: the full row for LAZARD ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 147,508 shares 147,508 $4.68M 0.13% new 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: 360,186 shares; 2024Q4: 376,037 shares; 2025Q1: 377,633 shares; 2025Q2: 380,281 shares; 2025Q3: 242,303 shares; 2025Q4: 244,377 shares; 2026Q1: 260,198 shares 260,198 $4.62M 0.13% +15,821 Timeline FIW 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: 38,488 shares; 2024Q4: 41,052 shares; 2025Q1: 41,930 shares; 2025Q2: 43,790 shares; 2025Q3: 44,988 shares; 2025Q4: 44,271 shares; 2026Q1: 44,579 shares 44,579 $4.6M 0.13% +308 Timeline BFRZ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150,033 shares; 2025Q3: 172,463 shares; 2025Q4: 168,795 shares; 2026Q1: 173,818 shares 173,818 $4.58M 0.13% +5,023 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: 22,212 shares; 2024Q4: 20,130 shares; 2025Q1: 23,691 shares; 2025Q2: 26,980 shares; 2025Q3: 30,816 shares; 2025Q4: 35,914 shares; 2026Q1: 59,421 shares 59,421 $4.58M 0.13% +23,507 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,552 shares; 2024Q4: 16,432 shares; 2025Q1: 15,943 shares; 2025Q2: 21,074 shares; 2025Q3: 65,220 shares; 2025Q4: 76,827 shares; 2026Q1: 66,343 shares 66,343 $4.56M 0.13% -10,484 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: 76,201 shares; 2024Q4: 67,813 shares; 2025Q1: 71,965 shares; 2025Q2: 64,903 shares; 2025Q3: 57,434 shares; 2025Q4: 59,063 shares; 2026Q1: 68,988 shares 68,988 $4.55M 0.13% +9,925 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: not reported; 2025Q2: 60,046 shares; 2025Q3: 76,315 shares; 2025Q4: 81,061 shares; 2026Q1: 83,733 shares 83,733 $4.5M 0.13% +2,672 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: 13,918 shares; 2024Q4: 11,956 shares; 2025Q1: 13,188 shares; 2025Q2: 13,147 shares; 2025Q3: 13,265 shares; 2025Q4: 13,473 shares; 2026Q1: 12,574 shares 12,574 $4.5M 0.12% -899 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: 255,081 shares; 2024Q4: 234,364 shares; 2025Q1: 186,735 shares; 2025Q2: 181,133 shares; 2025Q3: 169,617 shares; 2025Q4: 156,817 shares; 2026Q1: 153,568 shares 153,568 $4.45M 0.12% -3,249 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: 10,014 shares; 2024Q4: 10,049 shares; 2025Q1: 10,421 shares; 2025Q2: 8,020 shares; 2025Q3: 7,233 shares; 2025Q4: 7,015 shares; 2026Q1: 7,363 shares 7,363 $4.45M 0.12% +348 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: 45,298 shares; 2024Q4: 95,231 shares; 2025Q1: 170,622 shares; 2025Q2: 155,309 shares; 2025Q3: 116,596 shares; 2025Q4: 114,409 shares; 2026Q1: 157,884 shares 157,884 $4.42M 0.12% +43,475 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,861 shares; 2024Q4: 18,554 shares; 2025Q1: 19,017 shares; 2025Q2: 18,061 shares; 2025Q3: 18,251 shares; 2025Q4: 18,813 shares; 2026Q1: 23,882 shares 23,882 $4.4M 0.12% +5,069 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,975 shares; 2024Q4: 47,371 shares; 2025Q1: 43,998 shares; 2025Q2: 45,528 shares; 2025Q3: 49,913 shares; 2025Q4: 52,355 shares; 2026Q1: 54,744 shares 54,744 $4.38M 0.12% +2,389 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: 9,598 shares; 2024Q4: 9,575 shares; 2025Q1: 9,431 shares; 2025Q2: 9,808 shares; 2025Q3: 11,510 shares; 2025Q4: 9,257 shares; 2026Q1: 8,756 shares 8,756 $4.38M 0.12% -501 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: 66,517 shares; 2024Q4: 64,268 shares; 2025Q1: 67,556 shares; 2025Q2: 51,496 shares; 2025Q3: 49,601 shares; 2025Q4: 49,318 shares; 2026Q1: 53,259 shares 53,259 $4.37M 0.12% +3,941 Timeline VDC 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: 7,818 shares; 2024Q4: 8,978 shares; 2025Q1: 14,191 shares; 2025Q2: 16,201 shares; 2025Q3: 18,400 shares; 2025Q4: 18,275 shares; 2026Q1: 19,415 shares 19,415 $4.36M 0.12% +1,140 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,064 shares; 2024Q4: 15,468 shares; 2025Q1: 16,194 shares; 2025Q2: 16,290 shares; 2025Q3: 18,522 shares; 2025Q4: 18,263 shares; 2026Q1: 19,623 shares 19,623 $4.29M 0.12% +1,360 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,864 shares; 2024Q4: 5,893 shares; 2025Q1: 5,814 shares; 2025Q2: 6,364 shares; 2025Q3: 6,070 shares; 2025Q4: 6,205 shares; 2026Q1: 6,291 shares 6,291 $4.29M 0.12% +86 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,307 shares; 2025Q1: 79,469 shares; 2025Q2: 89,730 shares; 2025Q3: 97,627 shares; 2025Q4: 112,172 shares; 2026Q1: 119,709 shares 119,709 $4.26M 0.12% +7,537 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: 32,351 shares; 2024Q4: 29,835 shares; 2025Q1: 36,346 shares; 2025Q2: 33,309 shares; 2025Q3: 33,532 shares; 2025Q4: 31,502 shares; 2026Q1: 28,918 shares 28,918 $4.25M 0.12% -2,584 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: 44,095 shares; 2024Q4: 41,508 shares; 2025Q1: 42,674 shares; 2025Q2: 45,268 shares; 2025Q3: 48,602 shares; 2025Q4: 49,694 shares; 2026Q1: 53,106 shares 53,106 $4.16M 0.12% +3,412 Timeline LST MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71,901 shares; 2026Q1: 102,460 shares 102,460 $4.14M 0.12% +30,559 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: 50,564 shares; 2024Q4: 57,897 shares; 2025Q1: 69,401 shares; 2025Q2: 66,621 shares; 2025Q3: 67,976 shares; 2025Q4: 68,591 shares; 2026Q1: 74,559 shares 74,559 $4.14M 0.12% +5,968 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,705 shares; 2024Q4: 64,138 shares; 2025Q1: 65,908 shares; 2025Q2: 60,582 shares; 2025Q3: 63,156 shares; 2025Q4: 72,023 shares; 2026Q1: 80,055 shares 80,055 $4.07M 0.11% +8,032 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: 38,576 shares; 2024Q4: 36,660 shares; 2025Q1: 33,788 shares; 2025Q2: 28,843 shares; 2025Q3: 25,786 shares; 2025Q4: 26,811 shares; 2026Q1: 27,033 shares 27,033 $4M 0.11% +222 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: 544 shares; 2024Q4: 598 shares; 2025Q1: 856 shares; 2025Q2: 959 shares; 2025Q3: 1,601 shares; 2025Q4: 2,537 shares; 2026Q1: 3,024 shares 3,024 $3.99M 0.11% +487 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: 41,757 shares; 2024Q4: 38,943 shares; 2025Q1: 38,932 shares; 2025Q2: 39,654 shares; 2025Q3: 39,966 shares; 2025Q4: 41,792 shares; 2026Q1: 44,884 shares 44,884 $3.98M 0.11% +3,092 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,082 shares; 2024Q4: 87,816 shares; 2025Q1: 112,460 shares; 2025Q2: 98,027 shares; 2025Q3: 73,289 shares; 2025Q4: 78,720 shares; 2026Q1: 80,267 shares 80,267 $3.97M 0.11% +1,547 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: 8,672 shares; 2024Q4: 8,428 shares; 2025Q1: 8,373 shares; 2025Q2: 8,783 shares; 2025Q3: 9,922 shares; 2025Q4: 7,630 shares; 2026Q1: 6,984 shares 6,984 $3.93M 0.11% -646 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: 15,072 shares; 2024Q4: 14,591 shares; 2025Q1: 15,048 shares; 2025Q2: 15,631 shares; 2025Q3: 16,398 shares; 2025Q4: 15,111 shares; 2026Q1: 14,518 shares 14,518 $3.93M 0.11% -593 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: 15,632 shares; 2024Q4: 17,424 shares; 2025Q1: 18,217 shares; 2025Q2: 16,511 shares; 2025Q3: 16,908 shares; 2025Q4: 17,042 shares; 2026Q1: 16,281 shares 16,281 $3.91M 0.11% -761 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: 59,252 shares; 2024Q4: 56,012 shares; 2025Q1: 52,778 shares; 2025Q2: 47,576 shares; 2025Q3: 42,459 shares; 2025Q4: 42,156 shares; 2026Q1: 40,463 shares 40,463 $3.91M 0.11% -1,693 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: 178,752 shares; 2024Q4: 166,984 shares; 2025Q1: 183,555 shares; 2025Q2: 179,951 shares; 2025Q3: 164,632 shares; 2025Q4: 174,392 shares; 2026Q1: 80,165 shares 80,165 $3.85M 0.11% -94,227 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,552 shares; 2024Q4: 12,589 shares; 2025Q1: 10,526 shares; 2025Q2: 10,752 shares; 2025Q3: 11,038 shares; 2025Q4: 29,264 shares; 2026Q1: 28,231 shares 28,231 $3.84M 0.11% -1,033 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: 16,305 shares; 2024Q4: 15,496 shares; 2025Q1: 17,223 shares; 2025Q2: 17,368 shares; 2025Q3: 16,912 shares; 2025Q4: 33,982 shares; 2026Q1: 35,031 shares 35,031 $3.82M 0.11% +1,049 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,659 shares; 2024Q4: 10,689 shares; 2025Q1: 13,178 shares; 2025Q2: 13,376 shares; 2025Q3: 13,188 shares; 2025Q4: 13,272 shares; 2026Q1: 12,907 shares 12,907 $3.81M 0.11% -365 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: 87,771 shares; 2024Q4: 75,142 shares; 2025Q1: 75,201 shares; 2025Q2: 55,912 shares; 2025Q3: 45,170 shares; 2025Q4: 40,796 shares; 2026Q1: 40,520 shares 40,520 $3.76M 0.1% -276 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: 103,129 shares; 2024Q4: 90,641 shares; 2025Q1: 126,890 shares; 2025Q2: 125,657 shares; 2025Q3: 96,277 shares; 2025Q4: 101,026 shares; 2026Q1: 87,800 shares 87,800 $3.73M 0.1% -13,226 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: 17,927 shares; 2024Q4: 19,242 shares; 2025Q1: 11,581 shares; 2025Q2: 12,234 shares; 2025Q3: 13,063 shares; 2025Q4: 13,846 shares; 2026Q1: 22,758 shares 22,758 $3.72M 0.1% +8,912 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: 8,548 shares; 2024Q4: 8,387 shares; 2025Q1: 8,224 shares; 2025Q2: 8,401 shares; 2025Q3: 7,885 shares; 2025Q4: 8,705 shares; 2026Q1: 8,044 shares 8,044 $3.71M 0.1% -661 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: 40,217 shares; 2024Q4: 46,268 shares; 2025Q1: 60,898 shares; 2025Q2: 60,377 shares; 2025Q3: 60,368 shares; 2025Q4: 64,042 shares; 2026Q1: 60,457 shares 60,457 $3.7M 0.1% -3,585 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: 28,843 shares; 2024Q4: 39,892 shares; 2025Q1: 43,296 shares; 2025Q2: 44,062 shares; 2025Q3: 43,162 shares; 2025Q4: 42,366 shares; 2026Q1: 42,420 shares 42,420 $3.68M 0.1% +54 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,999 shares; 2024Q4: 20,960 shares; 2025Q1: 21,327 shares; 2025Q2: 23,850 shares; 2025Q3: 25,845 shares; 2025Q4: 26,628 shares; 2026Q1: 43,629 shares 43,629 $3.65M 0.1% +17,001 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,340 shares; 2024Q4: 39,668 shares; 2025Q1: 51,816 shares; 2025Q2: 54,756 shares; 2025Q3: 63,961 shares; 2025Q4: 58,143 shares; 2026Q1: 50,658 shares 50,658 $3.64M 0.1% -7,485 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: 68,915 shares; 2024Q4: 47,492 shares; 2025Q1: 50,552 shares; 2025Q2: 44,882 shares; 2025Q3: 45,328 shares; 2025Q4: 45,336 shares; 2026Q1: 41,989 shares 41,989 $3.64M 0.1% -3,347 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: 11,325 shares; 2024Q4: 10,651 shares; 2025Q1: 10,846 shares; 2025Q2: 10,517 shares; 2025Q3: 10,534 shares; 2025Q4: 10,610 shares; 2026Q1: 12,029 shares 12,029 $3.64M 0.1% +1,419 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: 35,547 shares; 2024Q4: 31,636 shares; 2025Q1: 30,710 shares; 2025Q2: 29,519 shares; 2025Q3: 31,896 shares; 2025Q4: 31,152 shares; 2026Q1: 32,868 shares 32,868 $3.63M 0.1% +1,716 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,311 shares; 2024Q4: 102,311 shares; 2025Q1: 82,569 shares; 2025Q2: 78,617 shares; 2025Q3: 54,815 shares; 2025Q4: 52,647 shares; 2026Q1: 51,545 shares 51,545 $3.63M 0.1% -1,102 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: 12,844 shares; 2024Q4: 13,878 shares; 2025Q1: 16,832 shares; 2025Q2: 18,861 shares; 2025Q3: 18,690 shares; 2025Q4: 26,781 shares; 2026Q1: 36,722 shares 36,722 $3.61M 0.1% +9,941 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: 40,094 shares; 2024Q4: 37,839 shares; 2025Q1: 39,954 shares; 2025Q2: 47,926 shares; 2025Q3: 55,502 shares; 2025Q4: 66,535 shares; 2026Q1: 46,366 shares 46,366 $3.6M 0.1% -20,169 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,725 shares; 2024Q4: 39,710 shares; 2025Q1: 35,635 shares; 2025Q2: 58,327 shares; 2025Q3: 56,193 shares; 2025Q4: 34,739 shares; 2026Q1: 60,716 shares 60,716 $3.57M 0.1% +25,977 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: 172,337 shares; 2024Q4: 144,196 shares; 2025Q1: 141,946 shares; 2025Q2: 93,815 shares; 2025Q3: 54,947 shares; 2025Q4: 68,044 shares; 2026Q1: 71,458 shares 71,458 $3.56M 0.1% +3,414 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70,422 shares 70,422 $3.55M 0.1% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,299 shares; 2024Q4: 19,170 shares; 2025Q1: 21,488 shares; 2025Q2: 21,334 shares; 2025Q3: 22,350 shares; 2025Q4: 24,017 shares; 2026Q1: 24,262 shares 24,262 $3.54M 0.1% +245 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: 48,134 shares; 2024Q4: 48,566 shares; 2025Q1: 47,928 shares; 2025Q2: 45,901 shares; 2025Q3: 45,397 shares; 2025Q4: 45,925 shares; 2026Q1: 47,018 shares 47,018 $3.53M 0.1% +1,093 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: 86,570 shares; 2024Q4: 65,675 shares; 2025Q1: 66,277 shares; 2025Q2: 74,782 shares; 2025Q3: 75,287 shares; 2025Q4: 75,178 shares; 2026Q1: 76,004 shares 76,004 $3.51M 0.1% +826 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: 27,513 shares; 2024Q4: 24,592 shares; 2025Q1: 26,055 shares; 2025Q2: 26,924 shares; 2025Q3: 27,643 shares; 2025Q4: 30,361 shares; 2026Q1: 47,607 shares 47,607 $3.51M 0.1% +17,246 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: 20,000 shares; 2025Q2: 20,281 shares; 2025Q3: 41,432 shares; 2025Q4: 52,391 shares; 2026Q1: 117,049 shares 117,049 $3.44M 0.1% +64,658 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,136 shares; 2024Q4: 28,409 shares; 2025Q1: 37,121 shares; 2025Q2: 40,072 shares; 2025Q3: 31,018 shares; 2025Q4: 44,392 shares; 2026Q1: 37,334 shares 37,334 $3.43M 0.1% -7,058 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: 23,672 shares; 2024Q4: 31,010 shares; 2025Q1: 31,655 shares; 2025Q2: 30,995 shares; 2025Q3: 30,833 shares; 2025Q4: 31,952 shares; 2026Q1: 32,138 shares 32,138 $3.42M 0.1% +186 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: 31,858 shares; 2024Q4: 27,207 shares; 2025Q1: 31,282 shares; 2025Q2: 31,286 shares; 2025Q3: 32,269 shares; 2025Q4: 34,335 shares; 2026Q1: 35,742 shares 35,742 $3.41M 0.09% +1,407 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 457,306 shares; 2024Q4: 368,084 shares; 2025Q1: 385,605 shares; 2025Q2: 334,713 shares; 2025Q3: 288,791 shares; 2025Q4: 275,279 shares; 2026Q1: 292,758 shares 292,758 $3.38M 0.09% +17,479 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: 30,730 shares; 2024Q4: 31,384 shares; 2025Q1: 30,223 shares; 2025Q2: 26,353 shares; 2025Q3: 25,209 shares; 2025Q4: 25,066 shares; 2026Q1: 30,421 shares 30,421 $3.36M 0.09% +5,355 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: 49,947 shares; 2024Q4: 51,764 shares; 2025Q1: 53,726 shares; 2025Q2: 42,214 shares; 2025Q3: 35,481 shares; 2025Q4: 34,011 shares; 2026Q1: 32,455 shares 32,455 $3.35M 0.09% -1,556 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,625 shares; 2024Q4: 9,234 shares; 2025Q1: 8,583 shares; 2025Q2: 8,177 shares; 2025Q3: 12,879 shares; 2025Q4: 12,730 shares; 2026Q1: 12,232 shares 12,232 $3.33M 0.09% -498 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: 8,793 shares; 2024Q4: 8,912 shares; 2025Q1: 8,961 shares; 2025Q2: 14,383 shares; 2025Q3: 10,799 shares; 2025Q4: 11,491 shares; 2026Q1: 13,970 shares 13,970 $3.32M 0.09% +2,479 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,537 shares; 2024Q4: 49,630 shares; 2025Q1: 64,143 shares; 2025Q2: 67,206 shares; 2025Q3: 73,237 shares; 2025Q4: 76,622 shares; 2026Q1: 77,609 shares 77,609 $3.28M 0.09% +987 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,996 shares; 2024Q4: 25,702 shares; 2025Q1: 23,065 shares; 2025Q2: 20,712 shares; 2025Q3: 20,526 shares; 2025Q4: 21,958 shares; 2026Q1: 21,684 shares 21,684 $3.28M 0.09% -274 Timeline WCPB 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: 119,158 shares; 2025Q4: 125,785 shares; 2026Q1: 129,647 shares 129,647 $3.28M 0.09% +3,862 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,564 shares; 2024Q4: 8,040 shares; 2025Q1: 7,380 shares; 2025Q2: 7,033 shares; 2025Q3: 12,817 shares; 2025Q4: 13,125 shares; 2026Q1: 13,155 shares 13,155 $3.25M 0.09% +30 Timeline SNTH TIDAL TRUST III More: the full row for TIDAL TRUST 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: 123,870 shares 123,870 $3.25M 0.09% new Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,200 shares; 2024Q4: 12,909 shares; 2025Q1: 13,943 shares; 2025Q2: 45,771 shares; 2025Q3: 59,681 shares; 2025Q4: 61,329 shares; 2026Q1: 63,639 shares 63,639 $3.24M 0.09% +2,310 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: 25,003 shares; 2024Q4: 25,620 shares; 2025Q1: 22,873 shares; 2025Q2: 24,014 shares; 2025Q3: 24,401 shares; 2025Q4: 23,720 shares; 2026Q1: 17,374 shares 17,374 $3.24M 0.09% -6,346 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,346 shares; 2024Q4: 22,529 shares; 2025Q1: 26,692 shares; 2025Q2: 30,382 shares; 2025Q3: 29,463 shares; 2025Q4: 32,023 shares; 2026Q1: 33,304 shares 33,304 $3.24M 0.09% +1,281 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,025 shares; 2025Q4: not reported; 2026Q1: 23,834 shares 23,834 $3.23M 0.09% new Timeline LENS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,993 shares 69,993 $3.21M 0.09% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,487 shares; 2024Q4: 71,735 shares; 2025Q1: 72,102 shares; 2025Q2: 82,100 shares; 2025Q3: 75,512 shares; 2025Q4: 64,629 shares; 2026Q1: 63,240 shares 63,240 $3.2M 0.09% -1,389 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,530 shares; 2024Q4: 62,682 shares; 2025Q1: 58,785 shares; 2025Q2: 56,508 shares; 2025Q3: 54,649 shares; 2025Q4: 61,715 shares; 2026Q1: 63,374 shares 63,374 $3.19M 0.09% +1,659 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: 6,636 shares; 2024Q4: 4,947 shares; 2025Q1: 5,092 shares; 2025Q2: 5,036 shares; 2025Q3: 5,010 shares; 2025Q4: 4,963 shares; 2026Q1: 5,101 shares 5,101 $3.15M 0.09% +138 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: 5,672 shares; 2024Q4: 5,429 shares; 2025Q1: 5,284 shares; 2025Q2: 4,884 shares; 2025Q3: 5,688 shares; 2025Q4: 5,526 shares; 2026Q1: 8,529 shares 8,529 $3.13M 0.09% +3,003 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,272 shares; 2024Q4: 5,198 shares; 2025Q1: 5,219 shares; 2025Q2: 10,010 shares; 2025Q3: 10,096 shares; 2025Q4: 10,499 shares; 2026Q1: 10,605 shares 10,605 $3.13M 0.09% +106 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: 39,024 shares; 2024Q4: 51,724 shares; 2025Q1: 75,688 shares; 2025Q2: 77,264 shares; 2025Q3: 59,453 shares; 2025Q4: 57,393 shares; 2026Q1: 59,243 shares 59,243 $3.12M 0.09% +1,850 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,758 shares; 2024Q4: 21,071 shares; 2025Q1: 22,066 shares; 2025Q2: 23,510 shares; 2025Q3: 24,096 shares; 2025Q4: 31,059 shares; 2026Q1: 29,786 shares 29,786 $3.08M 0.09% -1,273 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,519 shares; 2024Q4: 75,905 shares; 2025Q1: 46,984 shares; 2025Q2: 46,843 shares; 2025Q3: 45,893 shares; 2025Q4: 66,050 shares; 2026Q1: 62,891 shares 62,891 $3.08M 0.09% -3,159 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,908 shares; 2024Q4: 10,874 shares; 2025Q1: 10,815 shares; 2025Q2: 9,991 shares; 2025Q3: 11,654 shares; 2025Q4: 19,128 shares; 2026Q1: 29,650 shares 29,650 $3.07M 0.09% +10,522 Timeline DDFL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 179,611 shares; 2025Q4: 150,335 shares; 2026Q1: 149,110 shares 149,110 $3.06M 0.09% -1,225 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,526 shares; 2024Q4: 81,040 shares; 2025Q1: 90,292 shares; 2025Q2: 89,753 shares; 2025Q3: 94,276 shares; 2025Q4: 93,041 shares; 2026Q1: 135,452 shares 135,452 $3.05M 0.08% +42,411 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,884 shares; 2024Q4: 7,667 shares; 2025Q1: 7,157 shares; 2025Q2: 6,980 shares; 2025Q3: 30,569 shares; 2025Q4: 31,037 shares; 2026Q1: 30,938 shares 30,938 $3.02M 0.08% -99 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: 10,744 shares; 2024Q4: 14,713 shares; 2025Q1: 17,894 shares; 2025Q2: 19,466 shares; 2025Q3: 20,211 shares; 2025Q4: 21,503 shares; 2026Q1: 20,465 shares 20,465 $2.97M 0.08% -1,038 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,289 shares; 2024Q4: 198,903 shares; 2025Q1: 198,019 shares; 2025Q2: 117,320 shares; 2025Q3: 106,638 shares; 2025Q4: 86,082 shares; 2026Q1: 86,916 shares 86,916 $2.96M 0.08% +834 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,403 shares; 2024Q4: 6,381 shares; 2025Q1: 6,665 shares; 2025Q2: 8,526 shares; 2025Q3: 10,370 shares; 2025Q4: 10,530 shares; 2026Q1: 9,264 shares 9,264 $2.95M 0.08% -1,266 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,218 shares; 2024Q4: 13,062 shares; 2025Q1: 11,671 shares; 2025Q2: 13,191 shares; 2025Q3: 11,842 shares; 2025Q4: 13,907 shares; 2026Q1: 10,396 shares 10,396 $2.93M 0.08% -3,511 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,919 shares; 2024Q4: 56,277 shares; 2025Q1: 41,936 shares; 2025Q2: 33,247 shares; 2025Q3: 31,258 shares; 2025Q4: 30,504 shares; 2026Q1: 29,046 shares 29,046 $2.92M 0.08% -1,458 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: 129,787 shares; 2024Q4: 85,567 shares; 2025Q1: 79,631 shares; 2025Q2: 74,736 shares; 2025Q3: 61,319 shares; 2025Q4: 58,628 shares; 2026Q1: 53,455 shares 53,455 $2.92M 0.08% -5,173 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,958 shares; 2024Q4: 147,991 shares; 2025Q1: 163,519 shares; 2025Q2: 153,308 shares; 2025Q3: 148,265 shares; 2025Q4: 163,477 shares; 2026Q1: 158,119 shares 158,119 $2.85M 0.08% -5,358 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: 11,295 shares; 2025Q2: 133,772 shares; 2025Q3: 130,889 shares; 2025Q4: 117,625 shares; 2026Q1: 73,859 shares 73,859 $2.85M 0.08% -43,766 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,038 shares; 2024Q4: 4,139 shares; 2025Q1: 4,190 shares; 2025Q2: 4,971 shares; 2025Q3: 5,365 shares; 2025Q4: 5,599 shares; 2026Q1: 7,684 shares 7,684 $2.85M 0.08% +2,085 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: 24,036 shares; 2024Q4: 22,714 shares; 2025Q1: 21,715 shares; 2025Q2: 17,951 shares; 2025Q3: 14,351 shares; 2025Q4: 17,843 shares; 2026Q1: 17,154 shares 17,154 $2.84M 0.08% -689 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: 44,594 shares; 2024Q4: 43,468 shares; 2025Q1: 39,147 shares; 2025Q2: 26,774 shares; 2025Q3: 19,023 shares; 2025Q4: 28,061 shares; 2026Q1: 20,278 shares 20,278 $2.83M 0.08% -7,783 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,859 shares; 2024Q4: 43,550 shares; 2025Q1: 44,934 shares; 2025Q2: 44,278 shares; 2025Q3: 41,256 shares; 2025Q4: 27,271 shares; 2026Q1: 26,423 shares 26,423 $2.8M 0.08% -848 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: 9,319 shares; 2024Q4: 9,355 shares; 2025Q1: 9,631 shares; 2025Q2: 26,153 shares; 2025Q3: 60,508 shares; 2025Q4: 68,804 shares; 2026Q1: 74,377 shares 74,377 $2.77M 0.08% +5,573 Timeline MISL 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: 16,040 shares; 2024Q4: 15,799 shares; 2025Q1: 14,907 shares; 2025Q2: 19,217 shares; 2025Q3: 61,729 shares; 2025Q4: 60,718 shares; 2026Q1: 61,324 shares 61,324 $2.74M 0.08% +606 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,103 shares; 2024Q4: 6,050 shares; 2025Q1: 5,365 shares; 2025Q2: 8,366 shares; 2025Q3: 8,171 shares; 2025Q4: 7,980 shares; 2026Q1: 7,959 shares 7,959 $2.73M 0.08% -21 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,320 shares; 2025Q4: 40,621 shares; 2026Q1: 55,233 shares 55,233 $2.73M 0.08% +14,612 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: 52,629 shares; 2024Q4: 48,990 shares; 2025Q1: 48,673 shares; 2025Q2: 51,200 shares; 2025Q3: 52,424 shares; 2025Q4: 55,139 shares; 2026Q1: 54,539 shares 54,539 $2.72M 0.08% -600 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: 46,737 shares; 2024Q4: 64,700 shares; 2025Q1: 63,659 shares; 2025Q2: 48,865 shares; 2025Q3: 41,500 shares; 2025Q4: 38,170 shares; 2026Q1: 38,410 shares 38,410 $2.7M 0.08% +240 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: 2,170 shares; 2024Q4: 1,180 shares; 2025Q1: 1,209 shares; 2025Q2: 11,884 shares; 2025Q3: 15,615 shares; 2025Q4: 18,006 shares; 2026Q1: 14,795 shares 14,795 $2.7M 0.07% -3,211 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: 62,751 shares; 2025Q3: 64,010 shares; 2025Q4: 68,144 shares; 2026Q1: 66,070 shares 66,070 $2.69M 0.07% -2,074 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: 22,473 shares; 2024Q4: 23,220 shares; 2025Q1: 22,955 shares; 2025Q2: 21,220 shares; 2025Q3: 23,021 shares; 2025Q4: 22,545 shares; 2026Q1: 20,883 shares 20,883 $2.69M 0.07% -1,662 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: 8,959 shares; 2024Q4: 8,774 shares; 2025Q1: 38,580 shares; 2025Q2: 46,221 shares; 2025Q3: 48,540 shares; 2025Q4: 52,554 shares; 2026Q1: 51,731 shares 51,731 $2.69M 0.07% -823 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,777 shares; 2024Q4: 8,599 shares; 2025Q1: 8,507 shares; 2025Q2: 8,383 shares; 2025Q3: 8,018 shares; 2025Q4: 8,173 shares; 2026Q1: 8,137 shares 8,137 $2.67M 0.07% -36 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,733 shares; 2024Q4: 31,903 shares; 2025Q1: 32,045 shares; 2025Q2: 31,615 shares; 2025Q3: 31,836 shares; 2025Q4: 33,421 shares; 2026Q1: 34,372 shares 34,372 $2.67M 0.07% +951 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,324 shares; 2024Q4: 106,437 shares; 2025Q1: 111,177 shares; 2025Q2: 119,335 shares; 2025Q3: 139,228 shares; 2025Q4: 154,836 shares; 2026Q1: 153,874 shares 153,874 $2.67M 0.07% -962 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: 12,067 shares; 2024Q4: 11,329 shares; 2025Q1: 11,935 shares; 2025Q2: 11,740 shares; 2025Q3: 13,339 shares; 2025Q4: 13,276 shares; 2026Q1: 15,321 shares 15,321 $2.65M 0.07% +2,045 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,568 shares; 2024Q4: 6,042 shares; 2025Q1: 5,805 shares; 2025Q2: 5,131 shares; 2025Q3: 5,807 shares; 2025Q4: 8,321 shares; 2026Q1: 8,769 shares 8,769 $2.65M 0.07% +448 Timeline QDPL 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: 43,159 shares; 2024Q4: 61,700 shares; 2025Q1: 63,338 shares; 2025Q2: 65,489 shares; 2025Q3: 76,647 shares; 2025Q4: 85,812 shares; 2026Q1: 65,738 shares 65,738 $2.64M 0.07% -20,074 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,133 shares; 2024Q4: 26,191 shares; 2025Q1: 26,326 shares; 2025Q2: 27,320 shares; 2025Q3: 20,714 shares; 2025Q4: 20,607 shares; 2026Q1: 16,422 shares 16,422 $2.63M 0.07% -4,185 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: 35,727 shares; 2024Q4: 37,719 shares; 2025Q1: 38,068 shares; 2025Q2: 43,288 shares; 2025Q3: 44,010 shares; 2025Q4: 41,933 shares; 2026Q1: 41,854 shares 41,854 $2.61M 0.07% -79 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: 65,860 shares; 2024Q4: 64,138 shares; 2025Q1: 71,439 shares; 2025Q2: 73,531 shares; 2025Q3: 77,892 shares; 2025Q4: 86,756 shares; 2026Q1: 90,777 shares 90,777 $2.61M 0.07% +4,021 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,603 shares; 2024Q4: 43,504 shares; 2025Q1: 54,136 shares; 2025Q2: 68,401 shares; 2025Q3: 53,916 shares; 2025Q4: 48,589 shares; 2026Q1: 57,808 shares 57,808 $2.6M 0.07% +9,219 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,309 shares; 2024Q4: 8,938 shares; 2025Q1: 8,613 shares; 2025Q2: 10,248 shares; 2025Q3: 10,592 shares; 2025Q4: 10,868 shares; 2026Q1: 16,321 shares 16,321 $2.59M 0.07% +5,453 Timeline FUTY 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: 23,978 shares; 2024Q4: 27,089 shares; 2025Q1: 33,846 shares; 2025Q2: 30,925 shares; 2025Q3: 31,995 shares; 2025Q4: 43,008 shares; 2026Q1: 43,685 shares 43,685 $2.58M 0.07% +677 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,500 shares; 2024Q4: 58,711 shares; 2025Q1: 58,348 shares; 2025Q2: 61,805 shares; 2025Q3: 61,093 shares; 2025Q4: 61,733 shares; 2026Q1: 63,421 shares 63,421 $2.57M 0.07% +1,688 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: 22,544 shares; 2024Q4: 33,592 shares; 2025Q1: 30,522 shares; 2025Q2: 41,609 shares; 2025Q3: 36,074 shares; 2025Q4: 35,708 shares; 2026Q1: 34,280 shares 34,280 $2.55M 0.07% -1,428 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: 12,879 shares; 2024Q4: 11,731 shares; 2025Q1: 11,702 shares; 2025Q2: 12,488 shares; 2025Q3: 14,305 shares; 2025Q4: 13,333 shares; 2026Q1: 13,022 shares 13,022 $2.53M 0.07% -311 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND 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: 54,971 shares; 2025Q4: 133,692 shares; 2026Q1: 207,539 shares 207,539 $2.53M 0.07% +73,847 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: 21,611 shares; 2024Q4: 22,165 shares; 2025Q1: 23,801 shares; 2025Q2: 23,840 shares; 2025Q3: 24,305 shares; 2025Q4: 51,578 shares; 2026Q1: 50,512 shares 50,512 $2.52M 0.07% -1,066 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,866 shares; 2024Q4: 5,194 shares; 2025Q1: 5,699 shares; 2025Q2: 6,123 shares; 2025Q3: 6,064 shares; 2025Q4: 6,740 shares; 2026Q1: 9,753 shares 9,753 $2.51M 0.07% +3,013 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: 19,731 shares; 2024Q4: 17,401 shares; 2025Q1: 17,927 shares; 2025Q2: 18,464 shares; 2025Q3: 17,461 shares; 2025Q4: 17,822 shares; 2026Q1: 17,078 shares 17,078 $2.48M 0.07% -744 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: 28,419 shares; 2025Q3: 28,869 shares; 2025Q4: 30,357 shares; 2026Q1: 28,705 shares 28,705 $2.46M 0.07% -1,652 Timeline RSBA TIDAL TRUST II More: the full row for TIDAL 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: 18,950 shares; 2025Q3: 18,005 shares; 2025Q4: 10,914 shares; 2026Q1: 116,382 shares 116,382 $2.42M 0.07% +105,468 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: 725 shares; 2024Q4: 772 shares; 2025Q1: 812 shares; 2025Q2: 846 shares; 2025Q3: 1,649 shares; 2025Q4: 1,355 shares; 2026Q1: 1,625 shares 1,625 $2.39M 0.07% +270 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,062 shares; 2024Q4: 5,839 shares; 2025Q1: 8,886 shares; 2025Q2: 3,025 shares; 2025Q3: 8,251 shares; 2025Q4: 12,262 shares; 2026Q1: 12,822 shares 12,822 $2.39M 0.07% +560 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,338 shares; 2024Q4: 58,692 shares; 2025Q1: 60,303 shares; 2025Q2: 55,941 shares; 2025Q3: 49,012 shares; 2025Q4: 47,806 shares; 2026Q1: 44,094 shares 44,094 $2.39M 0.07% -3,712 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: 26,841 shares; 2024Q4: 24,549 shares; 2025Q1: 46,385 shares; 2025Q2: 65,522 shares; 2025Q3: 58,927 shares; 2025Q4: 52,430 shares; 2026Q1: 47,854 shares 47,854 $2.39M 0.07% -4,576 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: 15,571 shares; 2024Q4: 16,953 shares; 2025Q1: 15,432 shares; 2025Q2: 14,656 shares; 2025Q3: 14,575 shares; 2025Q4: 15,611 shares; 2026Q1: 15,379 shares 15,379 $2.39M 0.07% -232 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: 15,939 shares; 2024Q4: 16,410 shares; 2025Q1: 22,471 shares; 2025Q2: 17,350 shares; 2025Q3: 30,811 shares; 2025Q4: 26,653 shares; 2026Q1: 20,040 shares 20,040 $2.38M 0.07% -6,613 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,160 shares; 2024Q4: 143,223 shares; 2025Q1: 141,729 shares; 2025Q2: 126,733 shares; 2025Q3: 128,741 shares; 2025Q4: 122,619 shares; 2026Q1: 122,253 shares 122,253 $2.36M 0.07% -366 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: 69,451 shares; 2024Q4: 68,944 shares; 2025Q1: 67,507 shares; 2025Q2: 56,292 shares; 2025Q3: 46,926 shares; 2025Q4: 46,165 shares; 2026Q1: 49,161 shares 49,161 $2.34M 0.06% +2,996 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: 28,590 shares; 2024Q4: 28,940 shares; 2025Q1: 29,497 shares; 2025Q2: 32,679 shares; 2025Q3: 33,001 shares; 2025Q4: 32,879 shares; 2026Q1: 39,687 shares 39,687 $2.32M 0.06% +6,808 Timeline FXU 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: 37,751 shares; 2024Q4: 43,099 shares; 2025Q1: 37,274 shares; 2025Q2: 43,440 shares; 2025Q3: 87,442 shares; 2025Q4: 86,597 shares; 2026Q1: 46,315 shares 46,315 $2.3M 0.06% -40,282 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,431 shares; 2024Q4: 11,844 shares; 2025Q1: 12,675 shares; 2025Q2: 11,738 shares; 2025Q3: 6,651 shares; 2025Q4: 9,461 shares; 2026Q1: 10,747 shares 10,747 $2.27M 0.06% +1,286 Timeline LQDA LIQUIDIA CORPORATION More: the full row for LIQUIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,095 shares; 2024Q4: 65,210 shares; 2025Q1: 65,275 shares; 2025Q2: 69,185 shares; 2025Q3: 70,935 shares; 2025Q4: 63,030 shares; 2026Q1: 60,085 shares 60,085 $2.27M 0.06% -2,945 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: 69,279 shares; 2024Q4: 61,519 shares; 2025Q1: 63,035 shares; 2025Q2: 56,985 shares; 2025Q3: 49,529 shares; 2025Q4: 47,003 shares; 2026Q1: 48,736 shares 48,736 $2.25M 0.06% +1,733 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: 19,560 shares; 2024Q4: 31,111 shares; 2025Q1: 27,068 shares; 2025Q2: 27,279 shares; 2025Q3: 23,603 shares; 2025Q4: 20,925 shares; 2026Q1: 20,007 shares 20,007 $2.22M 0.06% -918 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,756 shares; 2024Q4: 19,222 shares; 2025Q1: 20,284 shares; 2025Q2: 15,536 shares; 2025Q3: 15,533 shares; 2025Q4: 16,813 shares; 2026Q1: 16,415 shares 16,415 $2.21M 0.06% -398 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,825 shares; 2024Q4: 25,474 shares; 2025Q1: 28,646 shares; 2025Q2: 29,449 shares; 2025Q3: 39,156 shares; 2025Q4: 39,653 shares; 2026Q1: 59,287 shares 59,287 $2.21M 0.06% +19,634 Timeline PFXF 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: 46,865 shares; 2025Q2: 103,540 shares; 2025Q3: 108,773 shares; 2025Q4: 121,770 shares; 2026Q1: 124,872 shares 124,872 $2.19M 0.06% +3,102 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,778 shares; 2024Q4: 28,905 shares; 2025Q1: 43,893 shares; 2025Q2: 56,340 shares; 2025Q3: 69,322 shares; 2025Q4: 73,690 shares; 2026Q1: 98,305 shares 98,305 $2.19M 0.06% +24,615 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: 13,084 shares; 2024Q4: 13,538 shares; 2025Q1: 12,610 shares; 2025Q2: 8,428 shares; 2025Q3: 10,829 shares; 2025Q4: 8,796 shares; 2026Q1: 9,161 shares 9,161 $2.14M 0.06% +365 Timeline BSCT 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: 26,303 shares; 2024Q4: 51,862 shares; 2025Q1: 66,939 shares; 2025Q2: 73,014 shares; 2025Q3: 101,359 shares; 2025Q4: 110,381 shares; 2026Q1: 114,428 shares 114,428 $2.14M 0.06% +4,047 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,360 shares; 2024Q4: 19,916 shares; 2025Q1: 18,806 shares; 2025Q2: 17,118 shares; 2025Q3: 16,478 shares; 2025Q4: 15,968 shares; 2026Q1: 16,062 shares 16,062 $2.12M 0.06% +94 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,515 shares; 2024Q4: 23,126 shares; 2025Q1: 27,415 shares; 2025Q2: 28,168 shares; 2025Q3: 34,313 shares; 2025Q4: 37,768 shares; 2026Q1: 38,280 shares 38,280 $2.11M 0.06% +512 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,922 shares; 2024Q4: 31,733 shares; 2025Q1: 32,378 shares; 2025Q2: 32,720 shares; 2025Q3: 29,454 shares; 2025Q4: 29,259 shares; 2026Q1: 28,950 shares 28,950 $2.11M 0.06% -309 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,350 shares; 2024Q4: 46,914 shares; 2025Q1: 44,047 shares; 2025Q2: 40,747 shares; 2025Q3: 44,604 shares; 2025Q4: 71,672 shares; 2026Q1: 70,940 shares 70,940 $2.09M 0.06% -732 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: 21,468 shares; 2024Q4: 44,597 shares; 2025Q1: 50,752 shares; 2025Q2: 58,130 shares; 2025Q3: 59,692 shares; 2025Q4: 58,644 shares; 2026Q1: 84,214 shares 84,214 $2.08M 0.06% +25,570 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,421 shares; 2024Q4: 50,875 shares; 2025Q1: 79,528 shares; 2025Q2: 53,292 shares; 2025Q3: 50,593 shares; 2025Q4: 51,261 shares; 2026Q1: 47,234 shares 47,234 $2.06M 0.06% -4,027 Timeline FSTA 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: 35,539 shares; 2024Q4: 32,702 shares; 2025Q1: 33,998 shares; 2025Q2: 34,705 shares; 2025Q3: 33,203 shares; 2025Q4: 31,549 shares; 2026Q1: 38,929 shares 38,929 $2.04M 0.06% +7,380 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: 10,259 shares; 2024Q4: 11,486 shares; 2025Q1: 11,488 shares; 2025Q2: 12,726 shares; 2025Q3: 8,335 shares; 2025Q4: 8,500 shares; 2026Q1: 8,273 shares 8,273 $2.02M 0.06% -227 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: 9,711 shares; 2025Q3: 18,246 shares; 2025Q4: 55,407 shares; 2026Q1: 44,377 shares 44,377 $2.01M 0.06% -11,030 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,165 shares; 2025Q4: 41,240 shares; 2026Q1: 67,350 shares 67,350 $2.01M 0.06% +26,110 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: 61,076 shares; 2024Q4: 62,849 shares; 2025Q1: 61,595 shares; 2025Q2: 69,316 shares; 2025Q3: 70,928 shares; 2025Q4: 76,007 shares; 2026Q1: 66,623 shares 66,623 $2M 0.06% -9,384 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,090 shares; 2024Q4: 1,389 shares; 2025Q1: 1,138 shares; 2025Q2: 19,507 shares; 2025Q3: 17,817 shares; 2025Q4: 18,896 shares; 2026Q1: 21,700 shares 21,700 $2M 0.06% +2,804 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,676 shares; 2024Q4: 14,251 shares; 2025Q1: 16,304 shares; 2025Q2: 18,866 shares; 2025Q3: 17,596 shares; 2025Q4: 18,931 shares; 2026Q1: 22,197 shares 22,197 $2M 0.06% +3,266 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: 26,371 shares; 2024Q4: 26,389 shares; 2025Q1: 27,493 shares; 2025Q2: 31,598 shares; 2025Q3: not reported; 2025Q4: 21,646 shares; 2026Q1: 107,229 shares 107,229 $2M 0.06% +85,583 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 14,876 shares; 2025Q3: 14,766 shares; 2025Q4: 16,039 shares; 2026Q1: 15,999 shares 15,999 $2M 0.06% -40 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,053 shares; 2024Q4: 4,535 shares; 2025Q1: 4,183 shares; 2025Q2: 3,322 shares; 2025Q3: 3,105 shares; 2025Q4: 5,638 shares; 2026Q1: 5,528 shares 5,528 $1.97M 0.05% -110 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,703 shares; 2024Q4: 4,783 shares; 2025Q1: 2,922 shares; 2025Q2: 2,722 shares; 2025Q3: 3,735 shares; 2025Q4: 16,071 shares; 2026Q1: 18,765 shares 18,765 $1.96M 0.05% +2,694 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,874 shares; 2024Q4: 12,626 shares; 2025Q1: 17,121 shares; 2025Q2: 24,371 shares; 2025Q3: 27,003 shares; 2025Q4: 28,769 shares; 2026Q1: 9,835 shares 9,835 $1.95M 0.05% -18,934 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,308 shares; 2024Q4: 20,211 shares; 2025Q1: 20,378 shares; 2025Q2: 19,543 shares; 2025Q3: 17,199 shares; 2025Q4: 15,930 shares; 2026Q1: 15,192 shares 15,192 $1.95M 0.05% -738 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,924 shares; 2024Q4: 5,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,009 shares; 2025Q4: 20,488 shares; 2026Q1: 15,203 shares 15,203 $1.94M 0.05% -5,285 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,221 shares; 2024Q4: 42,192 shares; 2025Q1: 41,768 shares; 2025Q2: 41,341 shares; 2025Q3: 40,815 shares; 2025Q4: 40,698 shares; 2026Q1: 38,313 shares 38,313 $1.94M 0.05% -2,385 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: 45,585 shares; 2024Q4: 42,951 shares; 2025Q1: 39,908 shares; 2025Q2: 36,575 shares; 2025Q3: 37,079 shares; 2025Q4: 27,813 shares; 2026Q1: 19,853 shares 19,853 $1.91M 0.05% -7,960 Timeline CWS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,495 shares; 2025Q4: 18,976 shares; 2026Q1: 29,460 shares 29,460 $1.91M 0.05% +10,484 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,732 shares; 2024Q4: 15,782 shares; 2025Q1: 17,297 shares; 2025Q2: 16,129 shares; 2025Q3: 15,865 shares; 2025Q4: 32,067 shares; 2026Q1: 36,093 shares 36,093 $1.91M 0.05% +4,026 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,610 shares; 2025Q1: 16,674 shares; 2025Q2: 16,974 shares; 2025Q3: 12,357 shares; 2025Q4: 9,436 shares; 2026Q1: 23,589 shares 23,589 $1.9M 0.05% +14,153 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: 1,914 shares; 2024Q4: not reported; 2025Q1: 2,191 shares; 2025Q2: 2,213 shares; 2025Q3: 2,017 shares; 2025Q4: 2,282 shares; 2026Q1: 11,026 shares 11,026 $1.9M 0.05% +8,744 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,773 shares; 2024Q4: 5,659 shares; 2025Q1: 6,552 shares; 2025Q2: 6,487 shares; 2025Q3: 6,261 shares; 2025Q4: 6,721 shares; 2026Q1: 6,793 shares 6,793 $1.9M 0.05% +72 Timeline FSLY FASTLY INC More: the full row for FASTLY 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: 65,057 shares 65,057 $1.89M 0.05% new Timeline FV 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: 124,010 shares; 2024Q4: 138,366 shares; 2025Q1: 147,605 shares; 2025Q2: 45,104 shares; 2025Q3: 33,603 shares; 2025Q4: 31,350 shares; 2026Q1: 31,244 shares 31,244 $1.89M 0.05% -106 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,364 shares; 2024Q4: 44,706 shares; 2025Q1: 44,942 shares; 2025Q2: 43,848 shares; 2025Q3: 38,116 shares; 2025Q4: 36,640 shares; 2026Q1: 35,492 shares 35,492 $1.88M 0.05% -1,148 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: 20,323 shares; 2024Q4: 21,341 shares; 2025Q1: 20,943 shares; 2025Q2: 21,872 shares; 2025Q3: 21,959 shares; 2025Q4: 20,736 shares; 2026Q1: 20,968 shares 20,968 $1.88M 0.05% +232 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 510 shares; 2025Q3: 588 shares; 2025Q4: 867 shares; 2026Q1: 1,361 shares 1,361 $1.88M 0.05% +494 Timeline JVAL 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: 50,339 shares; 2024Q4: 49,150 shares; 2025Q1: 46,461 shares; 2025Q2: 48,659 shares; 2025Q3: 40,468 shares; 2025Q4: 39,762 shares; 2026Q1: 38,244 shares 38,244 $1.87M 0.05% -1,518 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,738 shares; 2024Q4: 14,203 shares; 2025Q1: 15,590 shares; 2025Q2: 17,019 shares; 2025Q3: 18,841 shares; 2025Q4: 19,220 shares; 2026Q1: 18,683 shares 18,683 $1.87M 0.05% -537 Timeline FFLG 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: 32,773 shares; 2024Q4: 35,619 shares; 2025Q1: 42,360 shares; 2025Q2: 53,485 shares; 2025Q3: 61,946 shares; 2025Q4: 64,437 shares; 2026Q1: 66,807 shares 66,807 $1.86M 0.05% +2,370 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,005 shares; 2024Q4: 7,094 shares; 2025Q1: 6,350 shares; 2025Q2: 6,164 shares; 2025Q3: 6,055 shares; 2025Q4: 5,956 shares; 2026Q1: 5,919 shares 5,919 $1.86M 0.05% -37 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,081 shares; 2024Q4: 10,620 shares; 2025Q1: 37,762 shares; 2025Q2: 38,137 shares; 2025Q3: 39,987 shares; 2025Q4: 39,938 shares; 2026Q1: 47,029 shares 47,029 $1.86M 0.05% +7,091 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,040 shares; 2024Q4: 22,142 shares; 2025Q1: 20,057 shares; 2025Q2: 22,097 shares; 2025Q3: 23,553 shares; 2025Q4: 24,245 shares; 2026Q1: 24,385 shares 24,385 $1.84M 0.05% +140 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,851 shares; 2024Q4: 9,823 shares; 2025Q1: 10,945 shares; 2025Q2: 11,290 shares; 2025Q3: 10,639 shares; 2025Q4: 13,090 shares; 2026Q1: 11,183 shares 11,183 $1.84M 0.05% -1,907 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,706 shares; 2024Q4: 10,997 shares; 2025Q1: 9,668 shares; 2025Q2: 9,537 shares; 2025Q3: 10,309 shares; 2025Q4: 10,540 shares; 2026Q1: 11,486 shares 11,486 $1.83M 0.05% +946 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,700 shares; 2024Q4: 19,468 shares; 2025Q1: 19,205 shares; 2025Q2: 18,432 shares; 2025Q3: 15,728 shares; 2025Q4: 16,442 shares; 2026Q1: 18,992 shares 18,992 $1.83M 0.05% +2,550 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: 30,254 shares; 2025Q1: 11,281 shares; 2025Q2: 15,299 shares; 2025Q3: 25,661 shares; 2025Q4: 16,188 shares; 2026Q1: 14,917 shares 14,917 $1.83M 0.05% -1,271 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,530 shares; 2024Q4: 11,231 shares; 2025Q1: 9,446 shares; 2025Q2: 16,121 shares; 2025Q3: 32,861 shares; 2025Q4: 29,708 shares; 2026Q1: 39,039 shares 39,039 $1.81M 0.05% +9,331 Timeline JQUA 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: 67,064 shares; 2024Q4: 69,497 shares; 2025Q1: 70,368 shares; 2025Q2: 80,201 shares; 2025Q3: 66,546 shares; 2025Q4: 69,171 shares; 2026Q1: 29,473 shares 29,473 $1.81M 0.05% -39,698 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,463 shares; 2024Q4: 19,012 shares; 2025Q1: 13,895 shares; 2025Q2: 10,869 shares; 2025Q3: 10,050 shares; 2025Q4: 9,685 shares; 2026Q1: 9,274 shares 9,274 $1.8M 0.05% -411 Timeline IBHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,544 shares; 2024Q4: 26,281 shares; 2025Q1: 29,829 shares; 2025Q2: 35,740 shares; 2025Q3: 44,317 shares; 2025Q4: 56,822 shares; 2026Q1: 77,357 shares 77,357 $1.8M 0.05% +20,535 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: 24,240 shares; 2024Q4: 22,718 shares; 2025Q1: 22,471 shares; 2025Q2: 21,763 shares; 2025Q3: 23,233 shares; 2025Q4: 23,389 shares; 2026Q1: 23,465 shares 23,465 $1.8M 0.05% +76 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,868 shares; 2024Q4: 10,661 shares; 2025Q1: 11,669 shares; 2025Q2: 11,352 shares; 2025Q3: 10,272 shares; 2025Q4: 9,877 shares; 2026Q1: 19,363 shares 19,363 $1.79M 0.05% +9,486 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,815 shares; 2025Q4: 35,156 shares; 2026Q1: 39,854 shares 39,854 $1.79M 0.05% +4,698 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: 2,499 shares; 2024Q4: 2,312 shares; 2025Q1: 2,353 shares; 2025Q2: 2,315 shares; 2025Q3: 2,147 shares; 2025Q4: 2,138 shares; 2026Q1: 2,056 shares 2,056 $1.78M 0.05% -82 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,434 shares; 2024Q4: 10,442 shares; 2025Q1: 10,554 shares; 2025Q2: 10,124 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 112,343 shares 112,343 $1.77M 0.05% new Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,552 shares; 2024Q4: 19,952 shares; 2025Q1: 19,733 shares; 2025Q2: 21,487 shares; 2025Q3: 25,970 shares; 2025Q4: 17,015 shares; 2026Q1: 21,471 shares 21,471 $1.76M 0.05% +4,456 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,642 shares; 2024Q4: 8,551 shares; 2025Q1: 13,516 shares; 2025Q2: 13,936 shares; 2025Q3: 11,207 shares; 2025Q4: 8,020 shares; 2026Q1: 18,521 shares 18,521 $1.74M 0.05% +10,501 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,605 shares; 2024Q4: 25,624 shares; 2025Q1: 26,355 shares; 2025Q2: 26,060 shares; 2025Q3: 24,226 shares; 2025Q4: 25,738 shares; 2026Q1: 24,010 shares 24,010 $1.74M 0.05% -1,728 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,623 shares; 2025Q4: 38,301 shares; 2026Q1: 33,614 shares 33,614 $1.71M 0.05% -4,687 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: 14,653 shares; 2024Q4: 14,200 shares; 2025Q1: 19,401 shares; 2025Q2: 21,121 shares; 2025Q3: 21,736 shares; 2025Q4: 17,280 shares; 2026Q1: 16,986 shares 16,986 $1.71M 0.05% -294 Timeline ITT ITT INC More: the full row for ITT 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: 9,831 shares; 2025Q4: 7,443 shares; 2026Q1: 8,963 shares 8,963 $1.71M 0.05% +1,520 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,073 shares 6,073 $1.71M 0.05% new Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,416 shares 20,416 $1.71M 0.05% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,963 shares; 2024Q4: 47,413 shares; 2025Q1: 39,139 shares; 2025Q2: 35,962 shares; 2025Q3: 48,503 shares; 2025Q4: 58,063 shares; 2026Q1: 38,471 shares 38,471 $1.7M 0.05% -19,592 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,524 shares; 2024Q4: 6,276 shares; 2025Q1: 8,991 shares; 2025Q2: 9,691 shares; 2025Q3: 8,289 shares; 2025Q4: 4,864 shares; 2026Q1: 8,574 shares 8,574 $1.7M 0.05% +3,710 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,083 shares; 2024Q4: 6,373 shares; 2025Q1: 6,191 shares; 2025Q2: 5,016 shares; 2025Q3: 4,879 shares; 2025Q4: 6,265 shares; 2026Q1: 10,031 shares 10,031 $1.69M 0.05% +3,766 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,092 shares; 2024Q4: 3,820 shares; 2025Q1: 3,989 shares; 2025Q2: 3,372 shares; 2025Q3: 3,317 shares; 2025Q4: 3,496 shares; 2026Q1: 3,428 shares 3,428 $1.68M 0.05% -68 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,699 shares; 2024Q4: 17,155 shares; 2025Q1: 17,329 shares; 2025Q2: 17,596 shares; 2025Q3: 18,207 shares; 2025Q4: 16,595 shares; 2026Q1: 14,636 shares 14,636 $1.68M 0.05% -1,959 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,208 shares; 2024Q4: 22,115 shares; 2025Q1: 16,353 shares; 2025Q2: 20,260 shares; 2025Q3: 19,908 shares; 2025Q4: 19,079 shares; 2026Q1: 12,624 shares 12,624 $1.67M 0.05% -6,455 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: 5,083 shares; 2024Q4: not reported; 2025Q1: 4,380 shares; 2025Q2: 16,586 shares; 2025Q3: 13,254 shares; 2025Q4: 21,175 shares; 2026Q1: 15,419 shares 15,419 $1.67M 0.05% -5,756 Timeline ASND ASCENDIS PHARMA A/S More: the full row for ASCENDIS PHARMA A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,515 shares; 2025Q2: 4,104 shares; 2025Q3: 7,604 shares; 2025Q4: 4,784 shares; 2026Q1: 7,297 shares 7,297 $1.67M 0.05% +2,513 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,076 shares; 2024Q4: 20,257 shares; 2025Q1: 23,668 shares; 2025Q2: 30,484 shares; 2025Q3: 30,975 shares; 2025Q4: 38,219 shares; 2026Q1: 40,875 shares 40,875 $1.67M 0.05% +2,656 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,434 shares 8,434 $1.66M 0.05% new Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,107 shares; 2024Q4: 44,835 shares; 2025Q1: 46,019 shares; 2025Q2: 48,527 shares; 2025Q3: 50,324 shares; 2025Q4: 54,056 shares; 2026Q1: 41,319 shares 41,319 $1.66M 0.05% -12,737 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: 16,987 shares; 2024Q4: 15,557 shares; 2025Q1: 16,442 shares; 2025Q2: 13,771 shares; 2025Q3: 15,117 shares; 2025Q4: 14,070 shares; 2026Q1: 14,516 shares 14,516 $1.65M 0.05% +446 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: 39,470 shares; 2024Q4: 33,963 shares; 2025Q1: 22,689 shares; 2025Q2: 21,600 shares; 2025Q3: 23,560 shares; 2025Q4: 21,157 shares; 2026Q1: 36,469 shares 36,469 $1.64M 0.05% +15,312 Timeline MLI MUELLER INDS INC More: the full row for MUELLER 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: not reported; 2025Q3: 7,199 shares; 2025Q4: 3,964 shares; 2026Q1: 14,810 shares 14,810 $1.64M 0.05% +10,846 Timeline COLO 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: 20,940 shares; 2025Q2: 25,390 shares; 2025Q3: 28,233 shares; 2025Q4: 36,794 shares; 2026Q1: 41,391 shares 41,391 $1.64M 0.05% +4,597 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,687 shares; 2024Q4: 49,504 shares; 2025Q1: 50,978 shares; 2025Q2: 44,028 shares; 2025Q3: 42,180 shares; 2025Q4: 41,888 shares; 2026Q1: 39,774 shares 39,774 $1.63M 0.05% -2,114 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,215 shares; 2024Q4: 18,126 shares; 2025Q1: 17,761 shares; 2025Q2: 18,013 shares; 2025Q3: 17,697 shares; 2025Q4: 19,379 shares; 2026Q1: 59,059 shares 59,059 $1.61M 0.04% +39,680 Timeline PAVE 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: 29,585 shares; 2024Q4: 29,747 shares; 2025Q1: 28,908 shares; 2025Q2: 28,908 shares; 2025Q3: 30,645 shares; 2025Q4: 31,322 shares; 2026Q1: 31,724 shares 31,724 $1.61M 0.04% +402 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: 18,927 shares; 2024Q4: 17,627 shares; 2025Q1: 19,122 shares; 2025Q2: 18,299 shares; 2025Q3: 17,733 shares; 2025Q4: 18,151 shares; 2026Q1: 18,340 shares 18,340 $1.61M 0.04% +189 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: 39,542 shares; 2024Q4: 40,045 shares; 2025Q1: 38,143 shares; 2025Q2: 38,617 shares; 2025Q3: 34,971 shares; 2025Q4: 32,176 shares; 2026Q1: 31,681 shares 31,681 $1.6M 0.04% -495 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,291 shares; 2024Q4: 6,602 shares; 2025Q1: 3,227 shares; 2025Q2: 2,966 shares; 2025Q3: 2,893 shares; 2025Q4: 2,770 shares; 2026Q1: 4,899 shares 4,899 $1.6M 0.04% +2,129 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,191 shares; 2024Q4: 24,383 shares; 2025Q1: 33,976 shares; 2025Q2: 67,379 shares; 2025Q3: 67,570 shares; 2025Q4: 67,340 shares; 2026Q1: 67,747 shares 67,747 $1.6M 0.04% +407 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: 13,226 shares; 2024Q4: 12,649 shares; 2025Q1: 12,274 shares; 2025Q2: 10,679 shares; 2025Q3: 9,659 shares; 2025Q4: 9,958 shares; 2026Q1: 8,773 shares 8,773 $1.6M 0.04% -1,185 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,702 shares; 2024Q4: 68,070 shares; 2025Q1: 65,647 shares; 2025Q2: 59,888 shares; 2025Q3: 53,710 shares; 2025Q4: 52,827 shares; 2026Q1: 47,652 shares 47,652 $1.6M 0.04% -5,175 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: 23,055 shares; 2024Q4: 25,603 shares; 2025Q1: 25,988 shares; 2025Q2: 27,487 shares; 2025Q3: 24,522 shares; 2025Q4: 22,704 shares; 2026Q1: 21,948 shares 21,948 $1.6M 0.04% -756 Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 5,150 shares; 2026Q1: 6,605 shares 6,605 $1.57M 0.04% +1,455 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,084 shares; 2024Q4: 12,309 shares; 2025Q1: 12,754 shares; 2025Q2: 13,159 shares; 2025Q3: 13,110 shares; 2025Q4: 13,405 shares; 2026Q1: 14,793 shares 14,793 $1.57M 0.04% +1,388 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,638 shares; 2026Q1: 16,831 shares 16,831 $1.57M 0.04% +14,193 Timeline CGIB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,274 shares; 2026Q1: 62,208 shares 62,208 $1.57M 0.04% +8,934 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: 41,227 shares; 2024Q4: 38,926 shares; 2025Q1: 35,885 shares; 2025Q2: 18,826 shares; 2025Q3: 18,248 shares; 2025Q4: 18,850 shares; 2026Q1: 34,239 shares 34,239 $1.56M 0.04% +15,389 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,039 shares; 2024Q4: 13,312 shares; 2025Q1: 14,731 shares; 2025Q2: 14,541 shares; 2025Q3: 13,681 shares; 2025Q4: 13,723 shares; 2026Q1: 13,776 shares 13,776 $1.56M 0.04% +53 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,321 shares 16,321 $1.56M 0.04% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 409 shares; 2024Q4: 782 shares; 2025Q1: 789 shares; 2025Q2: 631 shares; 2025Q3: 514 shares; 2025Q4: 774 shares; 2026Q1: 2,012 shares 2,012 $1.55M 0.04% +1,238 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: 4,003 shares; 2024Q4: 3,769 shares; 2025Q1: 4,529 shares; 2025Q2: 11,294 shares; 2025Q3: 15,382 shares; 2025Q4: 16,876 shares; 2026Q1: 16,403 shares 16,403 $1.55M 0.04% -473 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,816 shares; 2025Q1: 23,411 shares; 2025Q2: 26,124 shares; 2025Q3: 26,240 shares; 2025Q4: 29,415 shares; 2026Q1: 30,308 shares 30,308 $1.53M 0.04% +893 Timeline ATI ATI INC More: the full row for ATI 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: 10,517 shares 10,517 $1.53M 0.04% new Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,660 shares; 2024Q4: 30,225 shares; 2025Q1: 31,960 shares; 2025Q2: 29,102 shares; 2025Q3: 29,993 shares; 2025Q4: 29,423 shares; 2026Q1: 30,435 shares 30,435 $1.51M 0.04% +1,012 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,174 shares; 2025Q2: 22,209 shares; 2025Q3: 24,560 shares; 2025Q4: 34,389 shares; 2026Q1: 39,032 shares 39,032 $1.5M 0.04% +4,643 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: 13,095 shares; 2024Q4: 13,308 shares; 2025Q1: 12,935 shares; 2025Q2: 12,725 shares; 2025Q3: 14,943 shares; 2025Q4: 16,313 shares; 2026Q1: 16,559 shares 16,559 $1.5M 0.04% +246 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,599 shares 37,599 $1.49M 0.04% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,518 shares; 2025Q3: 2,029 shares; 2025Q4: 6,359 shares; 2026Q1: 11,825 shares 11,825 $1.49M 0.04% +5,466 Timeline FMAG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,601 shares; 2024Q4: 19,075 shares; 2025Q1: 25,449 shares; 2025Q2: 31,728 shares; 2025Q3: 38,503 shares; 2025Q4: 40,846 shares; 2026Q1: 47,198 shares 47,198 $1.49M 0.04% +6,352 Timeline SPGM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,687 shares; 2025Q4: 9,538 shares; 2026Q1: 19,669 shares 19,669 $1.49M 0.04% +10,131 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: 14,763 shares; 2024Q4: 15,660 shares; 2025Q1: 18,681 shares; 2025Q2: 23,663 shares; 2025Q3: 28,755 shares; 2025Q4: 35,727 shares; 2026Q1: 38,507 shares 38,507 $1.48M 0.04% +2,780 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: 11,121 shares; 2024Q4: 13,775 shares; 2025Q1: 15,985 shares; 2025Q2: 15,255 shares; 2025Q3: 16,577 shares; 2025Q4: 18,202 shares; 2026Q1: 19,342 shares 19,342 $1.47M 0.04% +1,140 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252,552 shares; 2024Q4: 142,699 shares; 2025Q1: 144,025 shares; 2025Q2: 85,858 shares; 2025Q3: 84,155 shares; 2025Q4: 85,960 shares; 2026Q1: 85,502 shares 85,502 $1.47M 0.04% -458 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: 16,581 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,552 shares; 2025Q4: 30,210 shares; 2026Q1: 40,763 shares 40,763 $1.47M 0.04% +10,553 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,293 shares; 2024Q4: 10,221 shares; 2025Q1: 9,291 shares; 2025Q2: 8,338 shares; 2025Q3: 8,335 shares; 2025Q4: not reported; 2026Q1: 75,949 shares 75,949 $1.46M 0.04% new Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,336 shares; 2024Q4: 7,873 shares; 2025Q1: 8,499 shares; 2025Q2: 10,511 shares; 2025Q3: 11,945 shares; 2025Q4: 14,669 shares; 2026Q1: 31,084 shares 31,084 $1.46M 0.04% +16,415 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,527 shares; 2024Q4: 28,413 shares; 2025Q1: 28,687 shares; 2025Q2: 28,890 shares; 2025Q3: 31,960 shares; 2025Q4: 36,948 shares; 2026Q1: 37,095 shares 37,095 $1.46M 0.04% +147 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: 38,320 shares; 2025Q3: 42,573 shares; 2025Q4: 37,027 shares; 2026Q1: 47,567 shares 47,567 $1.45M 0.04% +10,540 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 306,660 shares; 2024Q4: 325,766 shares; 2025Q1: 338,143 shares; 2025Q2: 342,566 shares; 2025Q3: 277,041 shares; 2025Q4: 280,046 shares; 2026Q1: 211,663 shares 211,663 $1.45M 0.04% -68,383 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,121 shares; 2024Q4: 3,007 shares; 2025Q1: 2,296 shares; 2025Q2: 2,320 shares; 2025Q3: 2,330 shares; 2025Q4: 2,715 shares; 2026Q1: 4,550 shares 4,550 $1.45M 0.04% +1,835 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,170 shares; 2024Q4: 26,146 shares; 2025Q1: 14,833 shares; 2025Q2: 15,080 shares; 2025Q3: 17,188 shares; 2025Q4: 17,351 shares; 2026Q1: 8,711 shares 8,711 $1.44M 0.04% -8,640 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,470 shares; 2024Q4: 9,877 shares; 2025Q1: 9,744 shares; 2025Q2: 9,749 shares; 2025Q3: 9,868 shares; 2025Q4: 9,570 shares; 2026Q1: 9,882 shares 9,882 $1.44M 0.04% +312 Timeline GNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,624 shares; 2026Q1: 36,982 shares 36,982 $1.44M 0.04% +358 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,485 shares; 2024Q4: 40,260 shares; 2025Q1: 49,864 shares; 2025Q2: 48,947 shares; 2025Q3: 28,692 shares; 2025Q4: 46,465 shares; 2026Q1: 45,003 shares 45,003 $1.44M 0.04% -1,462 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: 11,516 shares; 2024Q4: 11,551 shares; 2025Q1: 12,052 shares; 2025Q2: 12,111 shares; 2025Q3: 11,792 shares; 2025Q4: 12,338 shares; 2026Q1: 12,372 shares 12,372 $1.43M 0.04% +34 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: 149,550 shares; 2024Q4: 148,301 shares; 2025Q1: 158,024 shares; 2025Q2: 168,739 shares; 2025Q3: 83,257 shares; 2025Q4: 76,423 shares; 2026Q1: 29,378 shares 29,378 $1.43M 0.04% -47,045 Timeline MGV 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: 9,572 shares; 2024Q4: 15,342 shares; 2025Q1: 15,653 shares; 2025Q2: 14,636 shares; 2025Q3: 14,841 shares; 2025Q4: 15,187 shares; 2026Q1: 9,859 shares 9,859 $1.43M 0.04% -5,328 Timeline GTOP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,719 shares; 2026Q1: 39,362 shares 39,362 $1.43M 0.04% -357 Timeline FLEX FLEX LTD More: the full row for FLEX 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: 11,965 shares; 2026Q1: 21,729 shares 21,729 $1.42M 0.04% +9,764 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: 2,441 shares; 2024Q4: 2,150 shares; 2025Q1: 6,649 shares; 2025Q2: 3,889 shares; 2025Q3: 4,180 shares; 2025Q4: 11,639 shares; 2026Q1: 12,947 shares 12,947 $1.42M 0.04% +1,308 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,693 shares; 2024Q4: 10,191 shares; 2025Q1: 9,593 shares; 2025Q2: 8,004 shares; 2025Q3: 8,209 shares; 2025Q4: 4,973 shares; 2026Q1: 4,856 shares 4,856 $1.42M 0.04% -117 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,664 shares; 2024Q4: 26,558 shares; 2025Q1: 20,223 shares; 2025Q2: 14,846 shares; 2025Q3: 10,637 shares; 2025Q4: 10,546 shares; 2026Q1: 22,768 shares 22,768 $1.4M 0.04% +12,222 Timeline GRPM 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: 13,732 shares; 2024Q4: 19,191 shares; 2025Q1: 19,976 shares; 2025Q2: 19,252 shares; 2025Q3: 12,119 shares; 2025Q4: 11,558 shares; 2026Q1: 11,835 shares 11,835 $1.4M 0.04% +277 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: 2,580 shares; 2024Q4: not reported; 2025Q1: 6,382 shares; 2025Q2: 14,325 shares; 2025Q3: 6,033 shares; 2025Q4: 15,882 shares; 2026Q1: 6,891 shares 6,891 $1.4M 0.04% -8,991 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,293 shares; 2024Q4: 35,848 shares; 2025Q1: 32,774 shares; 2025Q2: 29,601 shares; 2025Q3: 28,454 shares; 2025Q4: 28,344 shares; 2026Q1: 27,535 shares 27,535 $1.39M 0.04% -809 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,261 shares; 2024Q4: 5,713 shares; 2025Q1: 6,737 shares; 2025Q2: 6,439 shares; 2025Q3: 8,932 shares; 2025Q4: 10,823 shares; 2026Q1: 11,698 shares 11,698 $1.39M 0.04% +875 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,773 shares; 2024Q4: 13,238 shares; 2025Q1: 13,973 shares; 2025Q2: 14,327 shares; 2025Q3: 14,939 shares; 2025Q4: 14,872 shares; 2026Q1: 14,514 shares 14,514 $1.39M 0.04% -358 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,333 shares; 2025Q3: not reported; 2025Q4: 1,467 shares; 2026Q1: 4,284 shares 4,284 $1.38M 0.04% +2,817 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,174 shares; 2024Q4: 2,096 shares; 2025Q1: 2,133 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,985 shares; 2026Q1: 11,929 shares 11,929 $1.38M 0.04% +9,944 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: 1,981 shares; 2024Q4: 1,928 shares; 2025Q1: 2,311 shares; 2025Q2: 2,246 shares; 2025Q3: 2,096 shares; 2025Q4: 2,058 shares; 2026Q1: 1,887 shares 1,887 $1.37M 0.04% -171 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD 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: 4,078 shares; 2025Q3: not reported; 2025Q4: 6,568 shares; 2026Q1: 5,396 shares 5,396 $1.37M 0.04% -1,172 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,850 shares; 2024Q4: 11,861 shares; 2025Q1: 12,814 shares; 2025Q2: 13,733 shares; 2025Q3: 14,209 shares; 2025Q4: 12,222 shares; 2026Q1: 83,451 shares 83,451 $1.37M 0.04% +71,229 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: 72,833 shares; 2024Q4: 70,070 shares; 2025Q1: 66,478 shares; 2025Q2: 66,245 shares; 2025Q3: 29,920 shares; 2025Q4: 20,872 shares; 2026Q1: 13,341 shares 13,341 $1.37M 0.04% -7,531 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,555 shares; 2024Q4: 8,761 shares; 2025Q1: 9,049 shares; 2025Q2: 10,757 shares; 2025Q3: 7,763 shares; 2025Q4: 6,296 shares; 2026Q1: 10,406 shares 10,406 $1.36M 0.04% +4,110 Timeline TECB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,808 shares; 2024Q4: 21,525 shares; 2025Q1: 22,602 shares; 2025Q2: 23,524 shares; 2025Q3: 22,131 shares; 2025Q4: 22,130 shares; 2026Q1: 24,325 shares 24,325 $1.35M 0.04% +2,195 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: 10,552 shares; 2024Q4: 11,468 shares; 2025Q1: 7,291 shares; 2025Q2: 26,448 shares; 2025Q3: 35,244 shares; 2025Q4: 37,407 shares; 2026Q1: 23,261 shares 23,261 $1.35M 0.04% -14,146 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS 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: 7,851 shares; 2025Q4: 9,592 shares; 2026Q1: 20,592 shares 20,592 $1.33M 0.04% +11,000 Timeline SRPT SAREPTA THERAPEUTICS INC More: the full row for SAREPTA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,849 shares; 2024Q4: 10,540 shares; 2025Q1: 9,219 shares; 2025Q2: 24,231 shares; 2025Q3: 22,246 shares; 2025Q4: 58,545 shares; 2026Q1: 61,060 shares 61,060 $1.33M 0.04% +2,515 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: 6,323 shares; 2024Q4: 16,121 shares; 2025Q1: 17,853 shares; 2025Q2: 18,226 shares; 2025Q3: 22,071 shares; 2025Q4: 25,864 shares; 2026Q1: 26,569 shares 26,569 $1.33M 0.04% +705 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,764 shares; 2024Q4: 20,925 shares; 2025Q1: 22,252 shares; 2025Q2: 21,349 shares; 2025Q3: 18,696 shares; 2025Q4: 20,040 shares; 2026Q1: 19,933 shares 19,933 $1.33M 0.04% -107 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,045 shares; 2024Q4: 34,286 shares; 2025Q1: 36,668 shares; 2025Q2: 32,655 shares; 2025Q3: 33,820 shares; 2025Q4: 35,645 shares; 2026Q1: 35,000 shares 35,000 $1.32M 0.04% -645 Timeline HAWX ISHARES 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: 29,566 shares; 2025Q3: 29,526 shares; 2025Q4: 32,531 shares; 2026Q1: 32,340 shares 32,340 $1.32M 0.04% -191 Timeline BIIB BIOGEN INC More: the full row for BIOGEN 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: 5,246 shares; 2026Q1: 7,201 shares 7,201 $1.32M 0.04% +1,955 Timeline DYNB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,674 shares 33,674 $1.32M 0.04% new Timeline BSCR 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: 42,091 shares; 2024Q4: 47,087 shares; 2025Q1: 58,088 shares; 2025Q2: 64,421 shares; 2025Q3: 69,140 shares; 2025Q4: 68,447 shares; 2026Q1: 67,147 shares 67,147 $1.32M 0.04% -1,300 Timeline MRNA MODERNA INC More: the full row for MODERNA 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: 30,761 shares; 2026Q1: 25,705 shares 25,705 $1.31M 0.04% -5,056 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: 18,334 shares; 2024Q4: 16,326 shares; 2025Q1: 10,587 shares; 2025Q2: 9,868 shares; 2025Q3: 9,599 shares; 2025Q4: 9,670 shares; 2026Q1: 11,915 shares 11,915 $1.3M 0.04% +2,245 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly 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: 45,437 shares; 2025Q4: 37,172 shares; 2026Q1: 37,979 shares 37,979 $1.3M 0.04% +807 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,139 shares; 2025Q3: 7,410 shares; 2025Q4: 7,415 shares; 2026Q1: 39,288 shares 39,288 $1.3M 0.04% +31,873 Timeline CENX CENTURY ALUM CO More: the full row for CENTURY ALUM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,870 shares; 2026Q1: 22,158 shares 22,158 $1.3M 0.04% -9,712 Timeline NXTG 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: 14,054 shares; 2024Q4: 14,063 shares; 2025Q1: 17,305 shares; 2025Q2: 17,400 shares; 2025Q3: 11,038 shares; 2025Q4: 11,585 shares; 2026Q1: 11,546 shares 11,546 $1.29M 0.04% -39 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,478 shares; 2024Q4: 32,213 shares; 2025Q1: 30,840 shares; 2025Q2: 25,576 shares; 2025Q3: 21,744 shares; 2025Q4: 21,317 shares; 2026Q1: 22,519 shares 22,519 $1.29M 0.04% +1,202 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242,178 shares; 2024Q4: 238,372 shares; 2025Q1: 251,356 shares; 2025Q2: 120,619 shares; 2025Q3: 58,677 shares; 2025Q4: 54,146 shares; 2026Q1: 52,079 shares 52,079 $1.29M 0.04% -2,067 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: 20,871 shares; 2024Q4: 23,480 shares; 2025Q1: 23,331 shares; 2025Q2: 9,839 shares; 2025Q3: 8,282 shares; 2025Q4: 8,550 shares; 2026Q1: 3,924 shares 3,924 $1.29M 0.04% -4,626 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,176 shares; 2024Q4: 13,221 shares; 2025Q1: 11,948 shares; 2025Q2: 11,975 shares; 2025Q3: 11,854 shares; 2025Q4: 11,806 shares; 2026Q1: 13,542 shares 13,542 $1.29M 0.04% +1,736 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,151 shares; 2024Q4: 33,785 shares; 2025Q1: 36,202 shares; 2025Q2: 37,665 shares; 2025Q3: 29,212 shares; 2025Q4: 28,549 shares; 2026Q1: 27,336 shares 27,336 $1.28M 0.04% -1,213 Timeline FPEI 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: 74,546 shares; 2024Q4: 76,889 shares; 2025Q1: 73,248 shares; 2025Q2: 65,744 shares; 2025Q3: 65,628 shares; 2025Q4: 65,090 shares; 2026Q1: 67,531 shares 67,531 $1.28M 0.04% +2,441 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,728 shares; 2024Q4: 6,041 shares; 2025Q1: 5,980 shares; 2025Q2: 5,753 shares; 2025Q3: 4,634 shares; 2025Q4: 4,717 shares; 2026Q1: 6,292 shares 6,292 $1.28M 0.04% +1,575 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: 12,374 shares; 2024Q4: 11,985 shares; 2025Q1: 16,359 shares; 2025Q2: 12,502 shares; 2025Q3: 11,887 shares; 2025Q4: 11,515 shares; 2026Q1: 13,872 shares 13,872 $1.27M 0.04% +2,357 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: 4,888 shares; 2024Q4: 4,777 shares; 2025Q1: 3,161 shares; 2025Q2: 3,228 shares; 2025Q3: 6,576 shares; 2025Q4: 6,158 shares; 2026Q1: 6,161 shares 6,161 $1.27M 0.04% +3 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS 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: 9,574 shares 9,574 $1.25M 0.03% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,189 shares; 2024Q4: 34,819 shares; 2025Q1: 36,416 shares; 2025Q2: 32,889 shares; 2025Q3: 31,875 shares; 2025Q4: 32,519 shares; 2026Q1: 22,713 shares 22,713 $1.25M 0.03% -9,806 Timeline QDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,363 shares; 2026Q1: 46,817 shares 46,817 $1.25M 0.03% +1,454 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,922 shares; 2024Q4: 3,902 shares; 2025Q1: 3,993 shares; 2025Q2: 3,882 shares; 2025Q3: 3,651 shares; 2025Q4: 3,602 shares; 2026Q1: 3,473 shares 3,473 $1.25M 0.03% -129 Timeline FPX 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: 4,738 shares; 2025Q3: 9,225 shares; 2025Q4: 8,468 shares; 2026Q1: 7,844 shares 7,844 $1.25M 0.03% -624 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: not reported; 2024Q4: 8,812 shares; 2025Q1: 9,540 shares; 2025Q2: 10,729 shares; 2025Q3: 11,827 shares; 2025Q4: 20,223 shares; 2026Q1: 26,641 shares 26,641 $1.24M 0.03% +6,418 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,858 shares; 2024Q4: 8,593 shares; 2025Q1: 10,248 shares; 2025Q2: 10,415 shares; 2025Q3: 10,585 shares; 2025Q4: 10,615 shares; 2026Q1: 10,513 shares 10,513 $1.24M 0.03% -102 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: 91,398 shares; 2024Q4: 87,621 shares; 2025Q1: 67,909 shares; 2025Q2: 33,504 shares; 2025Q3: 12,680 shares; 2025Q4: 14,999 shares; 2026Q1: 48,248 shares 48,248 $1.23M 0.03% +33,249 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,656 shares 5,656 $1.23M 0.03% new Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,664 shares; 2024Q4: 20,088 shares; 2025Q1: 20,518 shares; 2025Q2: 24,221 shares; 2025Q3: 22,235 shares; 2025Q4: 23,130 shares; 2026Q1: 24,019 shares 24,019 $1.21M 0.03% +889 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: 11,089 shares; 2024Q4: 11,877 shares; 2025Q1: 15,984 shares; 2025Q2: not reported; 2025Q3: 21,898 shares; 2025Q4: 37,426 shares; 2026Q1: 52,852 shares 52,852 $1.21M 0.03% +15,426 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,154 shares; 2024Q4: 3,058 shares; 2025Q1: 3,081 shares; 2025Q2: 3,066 shares; 2025Q3: 3,108 shares; 2025Q4: 3,455 shares; 2026Q1: 3,094 shares 3,094 $1.21M 0.03% -361 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,420 shares; 2024Q4: 5,126 shares; 2025Q1: 5,167 shares; 2025Q2: 5,141 shares; 2025Q3: 4,662 shares; 2025Q4: 4,389 shares; 2026Q1: 4,055 shares 4,055 $1.21M 0.03% -334 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: not reported; 2025Q3: 22,768 shares; 2025Q4: 25,825 shares; 2026Q1: 37,826 shares 37,826 $1.21M 0.03% +12,001 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,498 shares; 2024Q4: 5,717 shares; 2025Q1: 6,719 shares; 2025Q2: 6,737 shares; 2025Q3: 7,483 shares; 2025Q4: 7,419 shares; 2026Q1: 9,670 shares 9,670 $1.21M 0.03% +2,251 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,856 shares; 2024Q4: 3,449 shares; 2025Q1: 3,705 shares; 2025Q2: 2,934 shares; 2025Q3: 3,275 shares; 2025Q4: 3,258 shares; 2026Q1: 4,253 shares 4,253 $1.21M 0.03% +995 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,073 shares; 2024Q4: 5,015 shares; 2025Q1: 4,532 shares; 2025Q2: 4,571 shares; 2025Q3: 11,045 shares; 2025Q4: 9,771 shares; 2026Q1: 8,706 shares 8,706 $1.2M 0.03% -1,065 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,639 shares; 2024Q4: 5,183 shares; 2025Q1: 5,210 shares; 2025Q2: 5,057 shares; 2025Q3: 4,752 shares; 2025Q4: 4,696 shares; 2026Q1: 4,627 shares 4,627 $1.2M 0.03% -69 Timeline