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: 619,291 shares; 2024Q4: 587,463 shares; 2025Q1: 577,405 shares; 2025Q2: 559,373 shares; 2025Q3: 579,577 shares; 2025Q4: 640,813 shares; 2026Q1: 644,037 shares 644,037 $163M 4.34% +3,224 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: 835,073 shares; 2024Q4: 817,970 shares; 2025Q1: 841,278 shares; 2025Q2: 804,849 shares; 2025Q3: 808,255 shares; 2025Q4: 799,333 shares; 2026Q1: 804,679 shares 804,679 $140M 3.73% +5,346 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: 210,122 shares; 2024Q4: 207,089 shares; 2025Q1: 214,497 shares; 2025Q2: 217,450 shares; 2025Q3: 218,543 shares; 2025Q4: 226,420 shares; 2026Q1: 231,194 shares 231,194 $85.6M 2.27% +4,774 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: 356,210 shares; 2024Q4: 343,796 shares; 2025Q1: 340,805 shares; 2025Q2: 340,358 shares; 2025Q3: 338,570 shares; 2025Q4: 362,356 shares; 2026Q1: 358,534 shares 358,534 $74.7M 1.98% -3,822 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,577 shares; 2024Q4: 105,796 shares; 2025Q1: 102,989 shares; 2025Q2: 79,503 shares; 2025Q3: 79,750 shares; 2025Q4: 84,018 shares; 2026Q1: 95,364 shares 95,364 $62.3M 1.66% +11,346 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: 200,210 shares; 2024Q4: 202,412 shares; 2025Q1: 215,471 shares; 2025Q2: 207,057 shares; 2025Q3: 214,791 shares; 2025Q4: 218,728 shares; 2026Q1: 197,020 shares 197,020 $56.5M 1.5% -21,708 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: 649,162 shares; 2024Q4: 754,502 shares; 2025Q1: 757,096 shares; 2025Q2: 758,839 shares; 2025Q3: 751,659 shares; 2025Q4: 744,242 shares; 2026Q1: 715,321 shares 715,321 $54.8M 1.45% -28,921 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: 188,938 shares; 2024Q4: 169,477 shares; 2025Q1: 172,604 shares; 2025Q2: 169,710 shares; 2025Q3: 172,829 shares; 2025Q4: 169,860 shares; 2026Q1: 173,384 shares 173,384 $53.7M 1.43% +3,524 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: 144,302 shares; 2024Q4: 147,175 shares; 2025Q1: 147,097 shares; 2025Q2: 144,061 shares; 2025Q3: 163,821 shares; 2025Q4: 172,397 shares; 2026Q1: 178,173 shares 178,173 $52.4M 1.39% +5,776 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: 102,819 shares; 2024Q4: 111,651 shares; 2025Q1: 109,886 shares; 2025Q2: 129,652 shares; 2025Q3: 126,482 shares; 2025Q4: 137,168 shares; 2026Q1: 134,510 shares 134,510 $50M 1.33% -2,658 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: 423,751 shares; 2024Q4: 423,067 shares; 2025Q1: 404,382 shares; 2025Q2: 401,684 shares; 2025Q3: 411,110 shares; 2025Q4: 429,683 shares; 2026Q1: 440,360 shares 440,360 $48.3M 1.28% +10,677 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: 198,030 shares; 2024Q4: 193,866 shares; 2025Q1: 188,072 shares; 2025Q2: 187,376 shares; 2025Q3: 187,325 shares; 2025Q4: 193,214 shares; 2026Q1: 581,483 shares 581,483 $42.8M 1.14% +388,269 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: 61,867 shares; 2024Q4: 62,229 shares; 2025Q1: 70,546 shares; 2025Q2: 72,720 shares; 2025Q3: 73,149 shares; 2025Q4: 72,583 shares; 2026Q1: 71,016 shares 71,016 $40.6M 1.08% -1,567 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: 167,292 shares; 2024Q4: 152,592 shares; 2025Q1: 143,514 shares; 2025Q2: 141,878 shares; 2025Q3: 142,645 shares; 2025Q4: 141,785 shares; 2026Q1: 118,193 shares 118,193 $40.1M 1.06% -23,592 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: 119,608 shares; 2024Q4: 107,575 shares; 2025Q1: 110,719 shares; 2025Q2: 115,055 shares; 2025Q3: 117,377 shares; 2025Q4: 121,603 shares; 2026Q1: 125,625 shares 125,625 $36.1M 0.96% +4,022 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: 269,883 shares; 2024Q4: 268,087 shares; 2025Q1: 291,537 shares; 2025Q2: 294,537 shares; 2025Q3: 302,870 shares; 2025Q4: 317,924 shares; 2026Q1: 289,416 shares 289,416 $36M 0.96% -28,508 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: 53,800 shares; 2024Q4: 51,247 shares; 2025Q1: 57,489 shares; 2025Q2: 63,022 shares; 2025Q3: 52,852 shares; 2025Q4: 54,457 shares; 2026Q1: 57,163 shares 57,163 $33M 0.88% +2,706 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: 402,947 shares; 2024Q4: 349,157 shares; 2025Q1: 282,339 shares; 2025Q2: 264,395 shares; 2025Q3: 258,626 shares; 2025Q4: 256,235 shares; 2026Q1: 222,402 shares 222,402 $32.5M 0.86% -33,833 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: 25,231 shares; 2024Q4: 25,729 shares; 2025Q1: 29,830 shares; 2025Q2: 29,763 shares; 2025Q3: 30,135 shares; 2025Q4: 30,178 shares; 2026Q1: 28,382 shares 28,382 $28.3M 0.75% -1,796 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: 42,231 shares; 2024Q4: 41,619 shares; 2025Q1: 43,352 shares; 2025Q2: 50,019 shares; 2025Q3: 41,366 shares; 2025Q4: 41,821 shares; 2026Q1: 42,661 shares 42,661 $27.8M 0.74% +840 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: 178,110 shares; 2024Q4: 155,738 shares; 2025Q1: 158,423 shares; 2025Q2: 150,943 shares; 2025Q3: 149,700 shares; 2025Q4: 152,605 shares; 2026Q1: 154,332 shares 154,332 $26.2M 0.7% +1,727 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: 47,592 shares; 2024Q4: 49,411 shares; 2025Q1: 50,421 shares; 2025Q2: 49,839 shares; 2025Q3: 51,341 shares; 2025Q4: 52,571 shares; 2026Q1: 54,414 shares 54,414 $26.1M 0.69% +1,843 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: 116,478 shares; 2024Q4: 98,336 shares; 2025Q1: 96,289 shares; 2025Q2: 96,040 shares; 2025Q3: 94,557 shares; 2025Q4: 118,702 shares; 2026Q1: 118,163 shares 118,163 $25.7M 0.68% -539 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: 35,786 shares; 2024Q4: 28,637 shares; 2025Q1: 29,385 shares; 2025Q2: 28,180 shares; 2025Q3: 28,907 shares; 2025Q4: 29,926 shares; 2026Q1: 29,430 shares 29,430 $24.9M 0.66% -496 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,672 shares; 2024Q4: 28,050 shares; 2025Q1: 29,003 shares; 2025Q2: 28,699 shares; 2025Q3: 28,504 shares; 2025Q4: 30,450 shares; 2026Q1: 27,038 shares 27,038 $24.9M 0.66% -3,412 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: 73,750 shares; 2024Q4: 72,656 shares; 2025Q1: 72,196 shares; 2025Q2: 78,271 shares; 2025Q3: 76,661 shares; 2025Q4: 74,822 shares; 2026Q1: 82,120 shares 82,120 $24.8M 0.66% +7,298 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: 51,427 shares; 2024Q4: 40,202 shares; 2025Q1: 37,288 shares; 2025Q2: 27,057 shares; 2025Q3: 80,416 shares; 2025Q4: 83,112 shares; 2026Q1: 88,155 shares 88,155 $23.9M 0.63% +5,043 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: 93,032 shares; 2024Q4: 94,495 shares; 2025Q1: 103,249 shares; 2025Q2: 101,723 shares; 2025Q3: 99,859 shares; 2025Q4: 102,857 shares; 2026Q1: 94,389 shares 94,389 $23.1M 0.61% -8,468 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: 94,220 shares; 2024Q4: 94,441 shares; 2025Q1: 95,120 shares; 2025Q2: 95,438 shares; 2025Q3: 96,737 shares; 2025Q4: 101,142 shares; 2026Q1: 102,428 shares 102,428 $22M 0.59% +1,286 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: 44,729 shares; 2024Q4: 46,943 shares; 2025Q1: 53,471 shares; 2025Q2: 51,276 shares; 2025Q3: 51,496 shares; 2025Q4: 52,614 shares; 2026Q1: 50,850 shares 50,850 $21.9M 0.58% -1,764 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: 184,789 shares; 2024Q4: 187,459 shares; 2025Q1: 244,404 shares; 2025Q2: 248,507 shares; 2025Q3: 265,464 shares; 2025Q4: 280,811 shares; 2026Q1: 283,594 shares 283,594 $21.3M 0.57% +2,783 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: 346,563 shares; 2024Q4: 353,273 shares; 2025Q1: 416,672 shares; 2025Q2: 417,799 shares; 2025Q3: 428,768 shares; 2025Q4: 448,086 shares; 2026Q1: 458,502 shares 458,502 $20.9M 0.56% +10,416 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: 38,671 shares; 2024Q4: 30,585 shares; 2025Q1: 40,312 shares; 2025Q2: 42,470 shares; 2025Q3: 41,402 shares; 2025Q4: 46,065 shares; 2026Q1: 50,498 shares 50,498 $17.8M 0.47% +4,433 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: 126,427 shares; 2024Q4: 115,464 shares; 2025Q1: 107,877 shares; 2025Q2: 98,699 shares; 2025Q3: 91,971 shares; 2025Q4: 152,975 shares; 2026Q1: 135,191 shares 135,191 $16.4M 0.44% -17,784 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 344,079 shares; 2026Q1: 350,034 shares 350,034 $16.2M 0.43% +5,955 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: 37,012 shares; 2024Q4: 36,303 shares; 2025Q1: 48,022 shares; 2025Q2: 54,164 shares; 2025Q3: 56,934 shares; 2025Q4: 63,158 shares; 2026Q1: 74,997 shares 74,997 $15.8M 0.42% +11,839 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: 167,678 shares; 2024Q4: 161,197 shares; 2025Q1: 164,742 shares; 2025Q2: 141,445 shares; 2025Q3: 141,699 shares; 2025Q4: 155,378 shares; 2026Q1: 139,918 shares 139,918 $15.8M 0.42% -15,460 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: 221,021 shares; 2024Q4: 210,568 shares; 2025Q1: 225,427 shares; 2025Q2: 210,075 shares; 2025Q3: 264,083 shares; 2025Q4: 269,255 shares; 2026Q1: 271,634 shares 271,634 $15.8M 0.42% +2,379 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: 35,328 shares; 2024Q4: 35,461 shares; 2025Q1: 35,479 shares; 2025Q2: 35,716 shares; 2025Q3: 35,662 shares; 2025Q4: 35,523 shares; 2026Q1: 35,458 shares 35,458 $15.5M 0.41% -65 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,345 shares; 2024Q4: 43,628 shares; 2025Q1: 36,778 shares; 2025Q2: 37,039 shares; 2025Q3: 36,191 shares; 2025Q4: 35,770 shares; 2026Q1: 35,322 shares 35,322 $15M 0.4% -448 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: 72,086 shares; 2024Q4: 71,789 shares; 2025Q1: 72,204 shares; 2025Q2: 69,482 shares; 2025Q3: 70,037 shares; 2025Q4: 67,718 shares; 2026Q1: 72,513 shares 72,513 $15M 0.4% +4,795 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,341 shares; 2024Q4: 172,479 shares; 2025Q1: 172,925 shares; 2025Q2: 174,368 shares; 2025Q3: 176,224 shares; 2025Q4: 184,884 shares; 2026Q1: 188,302 shares 188,302 $14.9M 0.4% +3,418 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: 22,091 shares; 2024Q4: 22,332 shares; 2025Q1: 22,470 shares; 2025Q2: 22,004 shares; 2025Q3: 24,002 shares; 2025Q4: 25,488 shares; 2026Q1: 24,601 shares 24,601 $14.7M 0.39% -887 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: 103,180 shares; 2024Q4: 103,963 shares; 2025Q1: 100,456 shares; 2025Q2: 98,526 shares; 2025Q3: 95,756 shares; 2025Q4: 99,517 shares; 2026Q1: 99,042 shares 99,042 $14.6M 0.39% -475 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: 30,636 shares; 2024Q4: 30,138 shares; 2025Q1: 30,309 shares; 2025Q2: 30,424 shares; 2025Q3: 39,336 shares; 2025Q4: 38,888 shares; 2026Q1: 39,681 shares 39,681 $14.2M 0.38% +793 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: 80,068 shares; 2024Q4: 64,760 shares; 2025Q1: 78,212 shares; 2025Q2: 75,696 shares; 2025Q3: 77,956 shares; 2025Q4: 79,662 shares; 2026Q1: 89,785 shares 89,785 $13.9M 0.37% +10,123 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: 206,036 shares; 2024Q4: 209,657 shares; 2025Q1: 199,580 shares; 2025Q2: 197,263 shares; 2025Q3: 209,550 shares; 2025Q4: 213,493 shares; 2026Q1: 216,955 shares 216,955 $13.9M 0.37% +3,462 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: 91,787 shares; 2024Q4: 80,791 shares; 2025Q1: 92,743 shares; 2025Q2: 148,264 shares; 2025Q3: 170,252 shares; 2025Q4: 187,193 shares; 2026Q1: 198,945 shares 198,945 $13.9M 0.37% +11,752 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: 148,228 shares; 2024Q4: 151,360 shares; 2025Q1: 155,528 shares; 2025Q2: 154,572 shares; 2025Q3: 154,607 shares; 2025Q4: 155,874 shares; 2026Q1: 147,494 shares 147,494 $13.9M 0.37% -8,380 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: 19,175 shares; 2024Q4: 12,393 shares; 2025Q1: 11,525 shares; 2025Q2: 11,287 shares; 2025Q3: 10,687 shares; 2025Q4: 105,308 shares; 2026Q1: 141,625 shares 141,625 $13.6M 0.36% +36,317 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: 22,394 shares; 2024Q4: 49,197 shares; 2025Q1: 55,062 shares; 2025Q2: 57,502 shares; 2025Q3: 66,274 shares; 2025Q4: 70,731 shares; 2026Q1: 81,165 shares 81,165 $13.3M 0.35% +10,434 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: 116,573 shares; 2024Q4: 115,117 shares; 2025Q1: 115,400 shares; 2025Q2: 116,153 shares; 2025Q3: 119,333 shares; 2025Q4: 115,316 shares; 2026Q1: 91,566 shares 91,566 $13.2M 0.35% -23,750 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: 17,767 shares; 2024Q4: 18,139 shares; 2025Q1: 18,518 shares; 2025Q2: 19,932 shares; 2025Q3: 19,445 shares; 2025Q4: 19,639 shares; 2026Q1: 18,864 shares 18,864 $13.2M 0.35% -775 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: 69,434 shares; 2024Q4: 66,604 shares; 2025Q1: 70,494 shares; 2025Q2: 67,491 shares; 2025Q3: 71,362 shares; 2025Q4: 73,085 shares; 2026Q1: 63,469 shares 63,469 $12.9M 0.34% -9,616 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 455,231 shares; 2024Q4: 466,649 shares; 2025Q1: 490,280 shares; 2025Q2: 489,815 shares; 2025Q3: 493,538 shares; 2025Q4: 505,287 shares; 2026Q1: 505,405 shares 505,405 $12.8M 0.34% +118 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: 40,536 shares; 2024Q4: 40,326 shares; 2025Q1: 38,919 shares; 2025Q2: 38,145 shares; 2025Q3: 38,740 shares; 2025Q4: 39,051 shares; 2026Q1: 36,892 shares 36,892 $12.1M 0.32% -2,159 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: 25,193 shares; 2024Q4: 25,326 shares; 2025Q1: 25,126 shares; 2025Q2: 24,925 shares; 2025Q3: 23,729 shares; 2025Q4: 24,788 shares; 2026Q1: 23,298 shares 23,298 $11.6M 0.31% -1,490 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,625 shares; 2024Q4: 16,700 shares; 2025Q1: 12,850 shares; 2025Q2: 17,700 shares; 2025Q3: 167,840 shares; 2025Q4: 224,793 shares; 2026Q1: 225,020 shares 225,020 $11.5M 0.3% +227 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: 68,280 shares; 2024Q4: 60,073 shares; 2025Q1: 57,561 shares; 2025Q2: 58,028 shares; 2025Q3: 57,898 shares; 2025Q4: 57,474 shares; 2026Q1: 57,615 shares 57,615 $11.3M 0.3% +141 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: 22,724 shares; 2024Q4: 24,176 shares; 2025Q1: 22,944 shares; 2025Q2: 22,420 shares; 2025Q3: 22,577 shares; 2025Q4: 26,207 shares; 2026Q1: 25,491 shares 25,491 $10.9M 0.29% -716 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: 166,341 shares; 2024Q4: 171,194 shares; 2025Q1: 125,658 shares; 2025Q2: 196,607 shares; 2025Q3: 160,051 shares; 2025Q4: 167,720 shares; 2026Q1: 146,008 shares 146,008 $10.9M 0.29% -21,712 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,456 shares; 2024Q4: 178,147 shares; 2025Q1: 156,766 shares; 2025Q2: 102,062 shares; 2025Q3: 102,244 shares; 2025Q4: 97,738 shares; 2026Q1: 137,858 shares 137,858 $10.8M 0.29% +40,120 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: 184,041 shares; 2024Q4: 139,065 shares; 2025Q1: 137,438 shares; 2025Q2: 149,026 shares; 2025Q3: 150,342 shares; 2025Q4: 158,252 shares; 2026Q1: 157,952 shares 157,952 $10.6M 0.28% -300 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: 50,781 shares; 2024Q4: 51,314 shares; 2025Q1: 50,165 shares; 2025Q2: 49,025 shares; 2025Q3: 48,040 shares; 2025Q4: 46,864 shares; 2026Q1: 46,021 shares 46,021 $10.4M 0.28% -843 Timeline KORP AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 202,301 shares; 2026Q1: 222,330 shares 222,330 $10.4M 0.28% +20,029 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,982 shares; 2024Q4: 40,829 shares; 2025Q1: 30,732 shares; 2025Q2: 31,161 shares; 2025Q3: 31,703 shares; 2025Q4: 40,866 shares; 2026Q1: 47,965 shares 47,965 $10.2M 0.27% +7,099 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: 28,545 shares; 2024Q4: 28,526 shares; 2025Q1: 27,872 shares; 2025Q2: 26,057 shares; 2025Q3: 25,394 shares; 2025Q4: 26,441 shares; 2026Q1: 26,372 shares 26,372 $10.1M 0.27% -69 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: 39,418 shares; 2024Q4: 39,329 shares; 2025Q1: 37,623 shares; 2025Q2: 37,792 shares; 2025Q3: 38,438 shares; 2025Q4: 37,913 shares; 2026Q1: 32,453 shares 32,453 $10.1M 0.27% -5,460 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: 191,110 shares; 2024Q4: 187,894 shares; 2025Q1: 113,288 shares; 2025Q2: 110,848 shares; 2025Q3: 111,135 shares; 2025Q4: 111,652 shares; 2026Q1: 107,311 shares 107,311 $9.97M 0.26% -4,341 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: 114,441 shares; 2024Q4: 115,090 shares; 2025Q1: 110,541 shares; 2025Q2: 111,713 shares; 2025Q3: 112,974 shares; 2025Q4: 112,590 shares; 2026Q1: 109,406 shares 109,406 $9.9M 0.26% -3,184 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220,701 shares; 2024Q4: 245,173 shares; 2025Q1: 262,964 shares; 2025Q2: 265,570 shares; 2025Q3: 323,937 shares; 2025Q4: 441,881 shares; 2026Q1: 483,811 shares 483,811 $9.64M 0.26% +41,930 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,950 shares; 2024Q4: 16,366 shares; 2025Q1: 354,014 shares; 2025Q2: 353,408 shares; 2025Q3: 356,662 shares; 2025Q4: 437,990 shares; 2026Q1: 439,815 shares 439,815 $9.63M 0.26% +1,825 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: not reported; 2024Q4: not reported; 2025Q1: 7,656 shares; 2025Q2: 14,616 shares; 2025Q3: 28,439 shares; 2025Q4: 30,069 shares; 2026Q1: 30,266 shares 30,266 $9.63M 0.26% +197 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: 51,683 shares; 2024Q4: 54,288 shares; 2025Q1: 51,197 shares; 2025Q2: 55,755 shares; 2025Q3: 51,053 shares; 2025Q4: 50,889 shares; 2026Q1: 49,796 shares 49,796 $9.61M 0.26% -1,093 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: 32,584 shares; 2024Q4: 66,049 shares; 2025Q1: 68,995 shares; 2025Q2: 64,411 shares; 2025Q3: 62,671 shares; 2025Q4: 63,995 shares; 2026Q1: 59,246 shares 59,246 $9.5M 0.25% -4,749 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: 111,857 shares; 2024Q4: 115,032 shares; 2025Q1: 112,695 shares; 2025Q2: 117,985 shares; 2025Q3: 119,766 shares; 2025Q4: 117,755 shares; 2026Q1: 121,693 shares 121,693 $9.44M 0.25% +3,938 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: 6,505 shares; 2024Q4: 6,168 shares; 2025Q1: 6,505 shares; 2025Q2: 6,864 shares; 2025Q3: 6,829 shares; 2025Q4: 7,055 shares; 2026Q1: 7,118 shares 7,118 $9.4M 0.25% +63 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: 156,832 shares; 2024Q4: 173,886 shares; 2025Q1: 186,067 shares; 2025Q2: 188,189 shares; 2025Q3: 190,680 shares; 2025Q4: 204,086 shares; 2026Q1: 190,160 shares 190,160 $9.39M 0.25% -13,926 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: 99,209 shares; 2024Q4: 98,251 shares; 2025Q1: 97,810 shares; 2025Q2: 98,623 shares; 2025Q3: 98,941 shares; 2025Q4: 99,809 shares; 2026Q1: 100,402 shares 100,402 $9.31M 0.25% +593 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,827 shares; 2025Q1: 9,276 shares; 2025Q2: 9,480 shares; 2025Q3: 9,331 shares; 2025Q4: 9,613 shares; 2026Q1: 9,564 shares 9,564 $9.2M 0.24% -49 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: 183,919 shares; 2024Q4: 203,215 shares; 2025Q1: 217,863 shares; 2025Q2: 219,632 shares; 2025Q3: 266,313 shares; 2025Q4: 361,857 shares; 2026Q1: 394,242 shares 394,242 $9.05M 0.24% +32,385 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: 53,769 shares; 2024Q4: 39,701 shares; 2025Q1: 38,539 shares; 2025Q2: 37,091 shares; 2025Q3: 35,891 shares; 2025Q4: 37,855 shares; 2026Q1: 36,859 shares 36,859 $8.93M 0.24% -996 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,977 shares; 2024Q4: 54,284 shares; 2025Q1: 428,455 shares; 2025Q2: 427,386 shares; 2025Q3: 432,941 shares; 2025Q4: 447,596 shares; 2026Q1: 449,180 shares 449,180 $8.86M 0.24% +1,584 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: 100,537 shares; 2024Q4: 104,307 shares; 2025Q1: 115,858 shares; 2025Q2: 120,522 shares; 2025Q3: 123,245 shares; 2025Q4: 127,356 shares; 2026Q1: 129,224 shares 129,224 $8.73M 0.23% +1,868 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: 60,199 shares; 2024Q4: 58,249 shares; 2025Q1: 64,211 shares; 2025Q2: 65,600 shares; 2025Q3: 77,185 shares; 2025Q4: 71,351 shares; 2026Q1: 87,265 shares 87,265 $8.59M 0.23% +15,914 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: 19,568 shares; 2024Q4: 19,547 shares; 2025Q1: 19,536 shares; 2025Q2: 19,713 shares; 2025Q3: 19,757 shares; 2025Q4: 20,192 shares; 2026Q1: 18,442 shares 18,442 $8.56M 0.23% -1,750 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 294,790 shares; 2024Q4: 333,096 shares; 2025Q1: 362,714 shares; 2025Q2: 362,669 shares; 2025Q3: 369,067 shares; 2025Q4: 384,789 shares; 2026Q1: 382,400 shares 382,400 $8.52M 0.23% -2,389 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,392 shares; 2024Q4: 46,956 shares; 2025Q1: 48,776 shares; 2025Q2: 48,776 shares; 2025Q3: 350,557 shares; 2025Q4: 365,055 shares; 2026Q1: 369,187 shares 369,187 $8.47M 0.22% +4,132 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: 122,039 shares; 2024Q4: 129,967 shares; 2025Q1: 155,872 shares; 2025Q2: 138,716 shares; 2025Q3: 139,541 shares; 2025Q4: 148,488 shares; 2026Q1: 148,284 shares 148,284 $8.4M 0.22% -204 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: 104,557 shares; 2024Q4: 77,514 shares; 2025Q1: 86,507 shares; 2025Q2: 81,765 shares; 2025Q3: 74,003 shares; 2025Q4: 77,399 shares; 2026Q1: 64,799 shares 64,799 $8.34M 0.22% -12,600 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: 24,923 shares; 2024Q4: 25,832 shares; 2025Q1: 23,861 shares; 2025Q2: 22,576 shares; 2025Q3: 32,799 shares; 2025Q4: 67,804 shares; 2026Q1: 62,529 shares 62,529 $8.31M 0.22% -5,275 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: 84,933 shares; 2024Q4: 78,816 shares; 2025Q1: 88,068 shares; 2025Q2: 84,818 shares; 2025Q3: 74,669 shares; 2025Q4: 69,416 shares; 2026Q1: 43,010 shares 43,010 $8.25M 0.22% -26,406 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: 5,633 shares; 2024Q4: 7,017 shares; 2025Q1: 13,055 shares; 2025Q2: 13,825 shares; 2025Q3: 20,787 shares; 2025Q4: 22,099 shares; 2026Q1: 32,764 shares 32,764 $8.21M 0.22% +10,665 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 322,194 shares; 2024Q4: 341,517 shares; 2025Q1: 374,970 shares; 2025Q2: 375,510 shares; 2025Q3: 380,514 shares; 2025Q4: 397,435 shares; 2026Q1: 400,392 shares 400,392 $8.17M 0.22% +2,957 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: 56,542 shares; 2024Q4: 33,849 shares; 2025Q1: 43,794 shares; 2025Q2: 63,997 shares; 2025Q3: 73,429 shares; 2025Q4: 100,105 shares; 2026Q1: 156,258 shares 156,258 $8.11M 0.22% +56,153 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: 94,708 shares; 2024Q4: 115,482 shares; 2025Q1: 130,763 shares; 2025Q2: 134,011 shares; 2025Q3: 252,546 shares; 2025Q4: 315,133 shares; 2026Q1: 316,456 shares 316,456 $8.09M 0.21% +1,323 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 308,801 shares; 2024Q4: 322,442 shares; 2025Q1: 354,274 shares; 2025Q2: 354,958 shares; 2025Q3: 359,233 shares; 2025Q4: 368,170 shares; 2026Q1: 380,644 shares 380,644 $7.97M 0.21% +12,474 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,029 shares; 2024Q4: 42,610 shares; 2025Q1: 42,235 shares; 2025Q2: 40,654 shares; 2025Q3: 41,247 shares; 2025Q4: 40,711 shares; 2026Q1: 45,066 shares 45,066 $7.78M 0.21% +4,355 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: 46,247 shares; 2024Q4: 46,695 shares; 2025Q1: 44,167 shares; 2025Q2: 43,723 shares; 2025Q3: 43,943 shares; 2025Q4: 44,212 shares; 2026Q1: 37,354 shares 37,354 $7.67M 0.2% -6,858 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: 62,183 shares; 2024Q4: 62,829 shares; 2025Q1: 76,564 shares; 2025Q2: 72,394 shares; 2025Q3: 74,647 shares; 2025Q4: 162,633 shares; 2026Q1: 165,805 shares 165,805 $7.61M 0.2% +3,172 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: 147,358 shares; 2024Q4: 154,557 shares; 2025Q1: 165,711 shares; 2025Q2: 165,398 shares; 2025Q3: 172,973 shares; 2025Q4: 215,824 shares; 2026Q1: 225,177 shares 225,177 $7.55M 0.2% +9,353 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: 150,865 shares; 2024Q4: 154,516 shares; 2025Q1: 172,828 shares; 2025Q2: 187,662 shares; 2025Q3: 187,173 shares; 2025Q4: 194,520 shares; 2026Q1: 198,382 shares 198,382 $7.51M 0.2% +3,862 Timeline IBDX ISHARES 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: 274,206 shares; 2025Q4: 286,641 shares; 2026Q1: 293,424 shares 293,424 $7.41M 0.2% +6,783 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 149,869 shares; 2026Q1: 209,196 shares 209,196 $7.41M 0.2% +59,327 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: 25,194 shares; 2024Q4: 22,232 shares; 2025Q1: 21,089 shares; 2025Q2: 19,635 shares; 2025Q3: 23,256 shares; 2025Q4: 24,049 shares; 2026Q1: 21,852 shares 21,852 $7.39M 0.2% -2,197 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: 58,861 shares; 2024Q4: 62,581 shares; 2025Q1: 87,552 shares; 2025Q2: 96,459 shares; 2025Q3: 111,257 shares; 2025Q4: 148,665 shares; 2026Q1: 164,390 shares 164,390 $7.37M 0.2% +15,725 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,465 shares; 2024Q4: 108,913 shares; 2025Q1: 120,935 shares; 2025Q2: 121,997 shares; 2025Q3: 124,371 shares; 2025Q4: 132,109 shares; 2026Q1: 132,226 shares 132,226 $7.26M 0.19% +117 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,383 shares; 2024Q4: 27,329 shares; 2025Q1: 28,920 shares; 2025Q2: 28,791 shares; 2025Q3: 28,922 shares; 2025Q4: 28,341 shares; 2026Q1: 29,412 shares 29,412 $7.14M 0.19% +1,071 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: 42,205 shares; 2024Q4: 43,579 shares; 2025Q1: 54,267 shares; 2025Q2: 58,999 shares; 2025Q3: 56,876 shares; 2025Q4: 58,859 shares; 2026Q1: 80,795 shares 80,795 $7.06M 0.19% +21,936 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: 73,623 shares; 2024Q4: 81,679 shares; 2025Q1: 80,641 shares; 2025Q2: 82,378 shares; 2025Q3: 82,065 shares; 2025Q4: 87,917 shares; 2026Q1: 91,374 shares 91,374 $7.05M 0.19% +3,457 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: 67,606 shares; 2024Q4: 70,644 shares; 2025Q1: 81,293 shares; 2025Q2: 84,193 shares; 2025Q3: 86,248 shares; 2025Q4: 90,950 shares; 2026Q1: 92,627 shares 92,627 $7.04M 0.19% +1,677 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: 41,309 shares; 2024Q4: 94,917 shares; 2025Q1: 61,731 shares; 2025Q2: 68,936 shares; 2025Q3: 124,695 shares; 2025Q4: 177,294 shares; 2026Q1: 128,701 shares 128,701 $7.02M 0.19% -48,593 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,260 shares; 2024Q4: 61,311 shares; 2025Q1: 57,135 shares; 2025Q2: 87,470 shares; 2025Q3: 88,794 shares; 2025Q4: 87,888 shares; 2026Q1: 81,382 shares 81,382 $6.91M 0.18% -6,506 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: 23,234 shares; 2024Q4: 25,473 shares; 2025Q1: 28,281 shares; 2025Q2: 23,488 shares; 2025Q3: 25,948 shares; 2025Q4: 25,397 shares; 2026Q1: 25,976 shares 25,976 $6.8M 0.18% +579 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: 24,803 shares; 2024Q4: 16,525 shares; 2025Q1: 13,718 shares; 2025Q2: 11,818 shares; 2025Q3: 10,202 shares; 2025Q4: 9,306 shares; 2026Q1: 9,563 shares 9,563 $6.78M 0.18% +257 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,872 shares; 2024Q4: 26,752 shares; 2025Q1: 31,979 shares; 2025Q2: 32,036 shares; 2025Q3: 30,428 shares; 2025Q4: 31,419 shares; 2026Q1: 32,493 shares 32,493 $6.76M 0.18% +1,074 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: 23,025 shares; 2024Q4: 22,409 shares; 2025Q1: 21,028 shares; 2025Q2: 21,753 shares; 2025Q3: 19,897 shares; 2025Q4: 20,752 shares; 2026Q1: 21,047 shares 21,047 $6.75M 0.18% +295 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: 62,288 shares; 2024Q4: 59,607 shares; 2025Q1: 58,183 shares; 2025Q2: 67,873 shares; 2025Q3: 36,484 shares; 2025Q4: 36,480 shares; 2026Q1: 40,115 shares 40,115 $6.69M 0.18% +3,635 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: 35,662 shares; 2024Q4: 36,903 shares; 2025Q1: 35,497 shares; 2025Q2: 35,577 shares; 2025Q3: 33,433 shares; 2025Q4: 32,631 shares; 2026Q1: 32,039 shares 32,039 $6.67M 0.18% -592 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: 187,236 shares; 2024Q4: 171,703 shares; 2025Q1: 163,240 shares; 2025Q2: 139,203 shares; 2025Q3: 134,049 shares; 2025Q4: 133,489 shares; 2026Q1: 142,691 shares 142,691 $6.59M 0.18% +9,202 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: 58,138 shares; 2024Q4: 55,896 shares; 2025Q1: 54,607 shares; 2025Q2: 54,621 shares; 2025Q3: 54,466 shares; 2025Q4: 54,969 shares; 2026Q1: 77,604 shares 77,604 $6.59M 0.18% +22,635 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: 93,916 shares; 2024Q4: 95,917 shares; 2025Q1: 103,362 shares; 2025Q2: 104,881 shares; 2025Q3: 104,541 shares; 2025Q4: 121,692 shares; 2026Q1: 131,988 shares 131,988 $6.57M 0.17% +10,296 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,775 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,618 shares; 2025Q3: 1,339 shares; 2025Q4: 44,306 shares; 2026Q1: 45,022 shares 45,022 $6.54M 0.17% +716 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: 54,006 shares; 2024Q4: 54,907 shares; 2025Q1: 52,094 shares; 2025Q2: 44,444 shares; 2025Q3: 41,438 shares; 2025Q4: 50,995 shares; 2026Q1: 52,472 shares 52,472 $6.52M 0.17% +1,477 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: 42,534 shares; 2024Q4: 45,236 shares; 2025Q1: 43,784 shares; 2025Q2: 42,622 shares; 2025Q3: 42,468 shares; 2025Q4: 41,925 shares; 2026Q1: 40,836 shares 40,836 $6.52M 0.17% -1,089 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: 39,241 shares; 2024Q4: 41,722 shares; 2025Q1: 46,847 shares; 2025Q2: 56,070 shares; 2025Q3: 54,729 shares; 2025Q4: 51,723 shares; 2026Q1: 45,271 shares 45,271 $6.45M 0.17% -6,452 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 132,722 shares; 2026Q1: 192,232 shares 192,232 $6.4M 0.17% +59,510 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,666 shares; 2024Q4: 1,659 shares; 2025Q1: 1,581 shares; 2025Q2: 1,607 shares; 2025Q3: 1,580 shares; 2025Q4: 49,159 shares; 2026Q1: 50,559 shares 50,559 $6.37M 0.17% +1,400 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: 125,900 shares; 2024Q4: 127,953 shares; 2025Q1: 136,663 shares; 2025Q2: 137,533 shares; 2025Q3: 103,496 shares; 2025Q4: 123,801 shares; 2026Q1: 130,802 shares 130,802 $6.37M 0.17% +7,001 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: 4,111 shares; 2024Q4: 16,347 shares; 2025Q1: 16,933 shares; 2025Q2: 16,147 shares; 2025Q3: 17,234 shares; 2025Q4: 19,692 shares; 2026Q1: 26,529 shares 26,529 $6.37M 0.17% +6,837 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: 84,243 shares; 2024Q4: 85,499 shares; 2025Q1: 73,579 shares; 2025Q2: 78,763 shares; 2025Q3: 80,107 shares; 2025Q4: 82,801 shares; 2026Q1: 82,838 shares 82,838 $6.34M 0.17% +37 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: 22,923 shares; 2024Q4: 26,207 shares; 2025Q1: 21,007 shares; 2025Q2: 33,934 shares; 2025Q3: 21,903 shares; 2025Q4: 25,948 shares; 2026Q1: 25,575 shares 25,575 $6.34M 0.17% -373 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: 32,358 shares; 2024Q4: 33,733 shares; 2025Q1: 34,214 shares; 2025Q2: 31,534 shares; 2025Q3: 29,701 shares; 2025Q4: 28,584 shares; 2026Q1: 33,860 shares 33,860 $6.32M 0.17% +5,276 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,763 shares; 2025Q4: 75,581 shares; 2026Q1: 82,890 shares 82,890 $6.31M 0.17% +7,309 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,707 shares; 2024Q4: 25,749 shares; 2025Q1: 25,181 shares; 2025Q2: 25,723 shares; 2025Q3: 22,635 shares; 2025Q4: 43,055 shares; 2026Q1: 31,644 shares 31,644 $6.27M 0.17% -11,411 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: 16,274 shares; 2024Q4: 39,669 shares; 2025Q1: 25,314 shares; 2025Q2: 25,360 shares; 2025Q3: 27,204 shares; 2025Q4: 27,446 shares; 2026Q1: 31,973 shares 31,973 $6.14M 0.16% +4,527 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: 53,323 shares; 2024Q4: 50,561 shares; 2025Q1: 51,126 shares; 2025Q2: 80,027 shares; 2025Q3: 80,083 shares; 2025Q4: 82,341 shares; 2026Q1: 120,014 shares 120,014 $6.1M 0.16% +37,673 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: 52,517 shares; 2024Q4: 57,790 shares; 2025Q1: 110,545 shares; 2025Q2: 110,337 shares; 2025Q3: 113,296 shares; 2025Q4: 109,804 shares; 2026Q1: 88,769 shares 88,769 $6.05M 0.16% -21,035 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,556 shares; 2024Q4: 78,776 shares; 2025Q1: 66,043 shares; 2025Q2: 56,959 shares; 2025Q3: 57,245 shares; 2025Q4: 59,360 shares; 2026Q1: 61,291 shares 61,291 $5.95M 0.16% +1,931 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: 70,641 shares; 2024Q4: 70,003 shares; 2025Q1: 64,425 shares; 2025Q2: 61,314 shares; 2025Q3: 53,107 shares; 2025Q4: 59,183 shares; 2026Q1: 51,598 shares 51,598 $5.93M 0.16% -7,585 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,936 shares; 2024Q4: 36,106 shares; 2025Q1: 35,374 shares; 2025Q2: 37,869 shares; 2025Q3: 39,281 shares; 2025Q4: 41,287 shares; 2026Q1: 44,346 shares 44,346 $5.86M 0.16% +3,059 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,998 shares; 2025Q1: 108,486 shares; 2025Q2: 124,881 shares; 2025Q3: 187,915 shares; 2025Q4: 227,445 shares; 2026Q1: 244,113 shares 244,113 $5.83M 0.15% +16,668 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,625 shares; 2024Q4: 16,666 shares; 2025Q1: 16,514 shares; 2025Q2: 7,020 shares; 2025Q3: 9,476 shares; 2025Q4: 46,297 shares; 2026Q1: 47,791 shares 47,791 $5.79M 0.15% +1,494 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195,711 shares; 2024Q4: 132,036 shares; 2025Q1: 220,391 shares; 2025Q2: 222,625 shares; 2025Q3: 267,658 shares; 2025Q4: 259,101 shares; 2026Q1: 264,859 shares 264,859 $5.79M 0.15% +5,758 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: 117,606 shares; 2024Q4: 108,228 shares; 2025Q1: 106,258 shares; 2025Q2: 105,149 shares; 2025Q3: 107,221 shares; 2025Q4: 107,127 shares; 2026Q1: 113,448 shares 113,448 $5.76M 0.15% +6,321 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,343 shares; 2024Q4: 8,653 shares; 2025Q1: 7,844 shares; 2025Q2: 7,936 shares; 2025Q3: 7,694 shares; 2025Q4: 7,462 shares; 2026Q1: 6,430 shares 6,430 $5.76M 0.15% -1,032 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 682,510 shares; 2024Q4: 682,510 shares; 2025Q1: 686,473 shares; 2025Q2: 662,922 shares; 2025Q3: 662,923 shares; 2025Q4: 662,922 shares; 2026Q1: 657,084 shares 657,084 $5.69M 0.15% -5,838 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: 19,445 shares; 2024Q4: 19,512 shares; 2025Q1: 17,271 shares; 2025Q2: 15,898 shares; 2025Q3: 16,702 shares; 2025Q4: 18,868 shares; 2026Q1: 18,758 shares 18,758 $5.67M 0.15% -110 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: 120,875 shares; 2024Q4: 120,250 shares; 2025Q1: 115,141 shares; 2025Q2: 116,328 shares; 2025Q3: 115,236 shares; 2025Q4: 113,878 shares; 2026Q1: 115,964 shares 115,964 $5.65M 0.15% +2,086 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,888 shares; 2025Q3: 150,915 shares; 2025Q4: 164,341 shares; 2026Q1: 169,580 shares 169,580 $5.59M 0.15% +5,239 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,881 shares; 2024Q4: 60,001 shares; 2025Q1: 85,126 shares; 2025Q2: 85,035 shares; 2025Q3: 86,887 shares; 2025Q4: 89,458 shares; 2026Q1: 77,560 shares 77,560 $5.57M 0.15% -11,898 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: 61,869 shares; 2024Q4: 108,598 shares; 2025Q1: 145,280 shares; 2025Q2: 140,413 shares; 2025Q3: 123,590 shares; 2025Q4: 116,212 shares; 2026Q1: 163,230 shares 163,230 $5.56M 0.15% +47,018 Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,808 shares; 2024Q4: 181,061 shares; 2025Q1: 201,724 shares; 2025Q2: 204,030 shares; 2025Q3: 238,439 shares; 2025Q4: 306,442 shares; 2026Q1: 253,090 shares 253,090 $5.49M 0.15% -53,352 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: 9,934 shares; 2024Q4: 9,784 shares; 2025Q1: 9,699 shares; 2025Q2: 9,832 shares; 2025Q3: 22,446 shares; 2025Q4: 22,738 shares; 2026Q1: 25,082 shares 25,082 $5.49M 0.15% +2,344 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: 44,756 shares; 2024Q4: 52,128 shares; 2025Q1: 53,172 shares; 2025Q2: 54,400 shares; 2025Q3: 52,545 shares; 2025Q4: 51,658 shares; 2026Q1: 58,117 shares 58,117 $5.44M 0.14% +6,459 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 128,812 shares; 2025Q3: 136,800 shares; 2025Q4: 147,261 shares; 2026Q1: 148,850 shares 148,850 $5.39M 0.14% +1,589 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: 66,909 shares; 2024Q4: 59,288 shares; 2025Q1: 49,190 shares; 2025Q2: 56,533 shares; 2025Q3: 41,165 shares; 2025Q4: 80,513 shares; 2026Q1: 87,864 shares 87,864 $5.38M 0.14% +7,351 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: 44,115 shares; 2024Q4: 45,115 shares; 2025Q1: 47,215 shares; 2025Q2: 38,585 shares; 2025Q3: 38,585 shares; 2025Q4: 112,101 shares; 2026Q1: 159,034 shares 159,034 $5.37M 0.14% +46,933 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: 53,858 shares; 2024Q4: 33,488 shares; 2025Q1: 33,584 shares; 2025Q2: 32,708 shares; 2025Q3: 60,619 shares; 2025Q4: 75,145 shares; 2026Q1: 78,149 shares 78,149 $5.34M 0.14% +3,004 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,565 shares; 2024Q4: 70,255 shares; 2025Q1: 55,107 shares; 2025Q2: 54,385 shares; 2025Q3: 55,375 shares; 2025Q4: 55,397 shares; 2026Q1: 57,408 shares 57,408 $5.3M 0.14% +2,011 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,059 shares; 2024Q4: 35,914 shares; 2025Q1: 35,511 shares; 2025Q2: 35,416 shares; 2025Q3: 36,798 shares; 2025Q4: 39,499 shares; 2026Q1: 39,877 shares 39,877 $5.22M 0.14% +378 Timeline ASCE ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU Quarterly 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: 183,951 shares; 2025Q4: 190,888 shares; 2026Q1: 183,881 shares 183,881 $5.13M 0.14% -7,007 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: 65,098 shares; 2025Q2: 68,656 shares; 2025Q3: 120,362 shares; 2025Q4: 162,272 shares; 2026Q1: 244,724 shares 244,724 $5.13M 0.14% +82,452 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,268 shares; 2024Q4: 37,775 shares; 2025Q1: 38,652 shares; 2025Q2: 39,202 shares; 2025Q3: 39,141 shares; 2025Q4: 39,532 shares; 2026Q1: 32,920 shares 32,920 $5.12M 0.14% -6,612 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,282 shares; 2024Q4: 175,305 shares; 2025Q1: 175,505 shares; 2025Q2: 175,370 shares; 2025Q3: 179,154 shares; 2025Q4: 208,941 shares; 2026Q1: 219,212 shares 219,212 $5.1M 0.14% +10,271 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: 186,260 shares; 2024Q4: 123,526 shares; 2025Q1: 114,036 shares; 2025Q2: 106,732 shares; 2025Q3: 110,581 shares; 2025Q4: 105,489 shares; 2026Q1: 100,578 shares 100,578 $5.05M 0.13% -4,911 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: 59,463 shares; 2024Q4: 55,831 shares; 2025Q1: 60,221 shares; 2025Q2: 59,910 shares; 2025Q3: 64,693 shares; 2025Q4: 60,722 shares; 2026Q1: 60,581 shares 60,581 $5M 0.13% -141 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: 137,365 shares; 2024Q4: 134,055 shares; 2025Q1: 168,306 shares; 2025Q2: 197,549 shares; 2025Q3: 184,191 shares; 2025Q4: 177,241 shares; 2026Q1: 172,392 shares 172,392 $5M 0.13% -4,849 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: 42,883 shares; 2024Q4: 54,309 shares; 2025Q1: 58,009 shares; 2025Q2: 56,771 shares; 2025Q3: 62,308 shares; 2025Q4: 66,443 shares; 2026Q1: 56,380 shares 56,380 $4.97M 0.13% -10,063 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,381 shares; 2024Q4: 66,671 shares; 2025Q1: 68,004 shares; 2025Q2: 71,247 shares; 2025Q3: 77,559 shares; 2025Q4: 88,486 shares; 2026Q1: 103,896 shares 103,896 $4.89M 0.13% +15,410 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: 26,336 shares; 2024Q4: 25,813 shares; 2025Q1: 24,309 shares; 2025Q2: 23,898 shares; 2025Q3: 23,522 shares; 2025Q4: 23,536 shares; 2026Q1: 23,722 shares 23,722 $4.88M 0.13% +186 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,320 shares; 2025Q2: 15,539 shares; 2025Q3: 17,463 shares; 2025Q4: 17,821 shares; 2026Q1: 19,408 shares 19,408 $4.85M 0.13% +1,587 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,811 shares; 2024Q4: 31,488 shares; 2025Q1: 32,365 shares; 2025Q2: 31,301 shares; 2025Q3: 31,771 shares; 2025Q4: 31,985 shares; 2026Q1: 30,809 shares 30,809 $4.85M 0.13% -1,176 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,150 shares; 2024Q4: 20,905 shares; 2025Q1: 20,696 shares; 2025Q2: 20,682 shares; 2025Q3: 21,034 shares; 2025Q4: 21,740 shares; 2026Q1: 22,097 shares 22,097 $4.84M 0.13% +357 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,327 shares; 2024Q4: 16,413 shares; 2025Q1: 14,751 shares; 2025Q2: 15,243 shares; 2025Q3: 15,192 shares; 2025Q4: 15,064 shares; 2026Q1: 14,235 shares 14,235 $4.83M 0.13% -829 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: 7,637 shares; 2024Q4: 7,465 shares; 2025Q1: 7,429 shares; 2025Q2: 7,353 shares; 2025Q3: 7,315 shares; 2025Q4: 7,015 shares; 2026Q1: 6,993 shares 6,993 $4.77M 0.13% -22 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: 115,804 shares; 2024Q4: 133,294 shares; 2025Q1: 110,698 shares; 2025Q2: 107,656 shares; 2025Q3: 94,289 shares; 2025Q4: 95,876 shares; 2026Q1: 101,139 shares 101,139 $4.76M 0.13% +5,263 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,821 shares; 2024Q4: 21,100 shares; 2025Q1: 18,594 shares; 2025Q2: 18,615 shares; 2025Q3: 18,584 shares; 2025Q4: 18,787 shares; 2026Q1: 34,185 shares 34,185 $4.73M 0.13% +15,398 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: 21,850 shares; 2024Q4: 17,565 shares; 2025Q1: 19,856 shares; 2025Q2: 20,370 shares; 2025Q3: 20,674 shares; 2025Q4: 21,481 shares; 2026Q1: 23,531 shares 23,531 $4.68M 0.12% +2,050 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: 95,419 shares; 2024Q4: 95,419 shares; 2025Q1: 96,656 shares; 2025Q2: 96,680 shares; 2025Q3: 96,826 shares; 2025Q4: 99,051 shares; 2026Q1: 108,088 shares 108,088 $4.6M 0.12% +9,037 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 321,612 shares; 2024Q4: 323,274 shares; 2025Q1: 370,881 shares; 2025Q2: 363,127 shares; 2025Q3: 386,536 shares; 2025Q4: 119,674 shares; 2026Q1: 159,600 shares 159,600 $4.58M 0.12% +39,926 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,856 shares; 2024Q4: 26,853 shares; 2025Q1: 28,370 shares; 2025Q2: 28,237 shares; 2025Q3: 28,725 shares; 2025Q4: 26,520 shares; 2026Q1: 26,382 shares 26,382 $4.58M 0.12% -138 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: 31,578 shares; 2024Q4: 37,157 shares; 2025Q1: 36,680 shares; 2025Q2: 35,406 shares; 2025Q3: 37,544 shares; 2025Q4: 42,085 shares; 2026Q1: 45,545 shares 45,545 $4.52M 0.12% +3,460 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,340 shares; 2024Q4: 18,517 shares; 2025Q1: 19,360 shares; 2025Q2: 18,662 shares; 2025Q3: 19,207 shares; 2025Q4: 20,147 shares; 2026Q1: 22,703 shares 22,703 $4.49M 0.12% +2,556 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,740 shares; 2024Q4: 8,711 shares; 2025Q1: 8,336 shares; 2025Q2: 9,271 shares; 2025Q3: 9,930 shares; 2025Q4: 9,173 shares; 2026Q1: 10,296 shares 10,296 $4.48M 0.12% +1,123 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: 35,994 shares; 2024Q4: 30,920 shares; 2025Q1: 34,788 shares; 2025Q2: 34,590 shares; 2025Q3: 25,367 shares; 2025Q4: 25,867 shares; 2026Q1: 27,681 shares 27,681 $4.48M 0.12% +1,814 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: 70,046 shares; 2024Q4: 68,013 shares; 2025Q1: 65,595 shares; 2025Q2: 70,421 shares; 2025Q3: 65,436 shares; 2025Q4: 73,551 shares; 2026Q1: 74,054 shares 74,054 $4.44M 0.12% +503 Timeline SCIO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,598 shares; 2025Q3: 100,169 shares; 2025Q4: 197,563 shares; 2026Q1: 213,296 shares 213,296 $4.4M 0.12% +15,733 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: 14,811 shares; 2024Q4: 12,639 shares; 2025Q1: 27,183 shares; 2025Q2: 10,468 shares; 2025Q3: 11,926 shares; 2025Q4: 12,709 shares; 2026Q1: 12,810 shares 12,810 $4.38M 0.12% +101 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: 50,916 shares; 2024Q4: 29,800 shares; 2025Q1: 31,488 shares; 2025Q2: 30,189 shares; 2025Q3: 29,371 shares; 2025Q4: 28,971 shares; 2026Q1: 33,402 shares 33,402 $4.37M 0.12% +4,431 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 134,210 shares; 2026Q1: 75,798 shares 75,798 $4.36M 0.12% -58,412 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: 53,924 shares; 2024Q4: 49,737 shares; 2025Q1: 48,800 shares; 2025Q2: 44,017 shares; 2025Q3: 43,235 shares; 2025Q4: 43,197 shares; 2026Q1: 44,771 shares 44,771 $4.32M 0.11% +1,574 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: 41,738 shares; 2024Q4: 44,890 shares; 2025Q1: 43,644 shares; 2025Q2: 40,843 shares; 2025Q3: 37,633 shares; 2025Q4: 37,901 shares; 2026Q1: 37,307 shares 37,307 $4.23M 0.11% -594 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,962 shares; 2024Q4: 51,564 shares; 2025Q1: 57,638 shares; 2025Q2: 60,113 shares; 2025Q3: 61,751 shares; 2025Q4: 71,810 shares; 2026Q1: 75,969 shares 75,969 $4.21M 0.11% +4,159 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: 11,458 shares; 2024Q4: 13,036 shares; 2025Q1: 13,177 shares; 2025Q2: 11,962 shares; 2025Q3: 11,248 shares; 2025Q4: 11,343 shares; 2026Q1: 10,759 shares 10,759 $4.2M 0.11% -584 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: 49,577 shares; 2024Q4: 49,106 shares; 2025Q1: 47,499 shares; 2025Q2: 49,136 shares; 2025Q3: 46,745 shares; 2025Q4: 43,666 shares; 2026Q1: 40,037 shares 40,037 $4.11M 0.11% -3,629 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: 1,598 shares; 2024Q4: 1,549 shares; 2025Q1: 1,746 shares; 2025Q2: 1,991 shares; 2025Q3: 1,407 shares; 2025Q4: 1,582 shares; 2026Q1: 4,699 shares 4,699 $4.07M 0.11% +3,117 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,304 shares; 2024Q4: 87,730 shares; 2025Q1: 91,863 shares; 2025Q2: 91,416 shares; 2025Q3: 90,367 shares; 2025Q4: 82,255 shares; 2026Q1: 68,838 shares 68,838 $4M 0.11% -13,417 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,765 shares; 2024Q4: 18,254 shares; 2025Q1: 21,058 shares; 2025Q2: 20,230 shares; 2025Q3: 28,234 shares; 2025Q4: 20,920 shares; 2026Q1: 26,191 shares 26,191 $3.93M 0.1% +5,271 Timeline DTH 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: 71,598 shares; 2024Q4: 71,598 shares; 2025Q1: 72,399 shares; 2025Q2: 72,304 shares; 2025Q3: 72,486 shares; 2025Q4: 71,836 shares; 2026Q1: 72,621 shares 72,621 $3.93M 0.1% +785 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: 126,630 shares; 2024Q4: 139,349 shares; 2025Q1: 124,561 shares; 2025Q2: 117,959 shares; 2025Q3: 142,715 shares; 2025Q4: 162,535 shares; 2026Q1: 221,071 shares 221,071 $3.92M 0.1% +58,536 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: 92,904 shares; 2024Q4: 92,839 shares; 2025Q1: 86,427 shares; 2025Q2: 86,547 shares; 2025Q3: 90,690 shares; 2025Q4: 86,131 shares; 2026Q1: 87,433 shares 87,433 $3.82M 0.1% +1,302 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,624 shares; 2024Q4: 13,548 shares; 2025Q1: 13,646 shares; 2025Q2: 12,853 shares; 2025Q3: 13,965 shares; 2025Q4: 12,676 shares; 2026Q1: 11,877 shares 11,877 $3.81M 0.1% -799 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: 19,966 shares; 2024Q4: 20,554 shares; 2025Q1: 19,902 shares; 2025Q2: 19,162 shares; 2025Q3: 30,999 shares; 2025Q4: 32,303 shares; 2026Q1: 34,282 shares 34,282 $3.8M 0.1% +1,979 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223,743 shares; 2024Q4: 219,581 shares; 2025Q1: 243,889 shares; 2025Q2: 240,607 shares; 2025Q3: 202,039 shares; 2025Q4: 163,782 shares; 2026Q1: 220,143 shares 220,143 $3.8M 0.1% +56,361 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,675 shares; 2024Q4: 84,775 shares; 2025Q1: 92,411 shares; 2025Q2: 90,259 shares; 2025Q3: 107,053 shares; 2025Q4: 141,841 shares; 2026Q1: 147,689 shares 147,689 $3.77M 0.1% +5,848 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: 8,129 shares; 2024Q4: 7,596 shares; 2025Q1: 8,066 shares; 2025Q2: 8,998 shares; 2025Q3: 7,487 shares; 2025Q4: 8,461 shares; 2026Q1: 7,988 shares 7,988 $3.68M 0.1% -473 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,638 shares; 2024Q4: 1,660 shares; 2025Q1: 1,614 shares; 2025Q2: 1,961 shares; 2025Q3: 2,682 shares; 2025Q4: 3,274 shares; 2026Q1: 4,211 shares 4,211 $3.68M 0.1% +937 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: 8,365 shares; 2024Q4: 7,795 shares; 2025Q1: 7,729 shares; 2025Q2: 7,838 shares; 2025Q3: 7,016 shares; 2025Q4: 7,259 shares; 2026Q1: 6,502 shares 6,502 $3.67M 0.1% -757 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,629 shares; 2024Q4: 71,861 shares; 2025Q1: 67,888 shares; 2025Q2: 69,358 shares; 2025Q3: 69,526 shares; 2025Q4: 68,868 shares; 2026Q1: 65,066 shares 65,066 $3.66M 0.1% -3,802 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: 18,787 shares 18,787 $3.64M 0.1% new Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,846 shares; 2024Q4: 54,758 shares; 2025Q1: 57,753 shares; 2025Q2: 56,928 shares; 2025Q3: 67,558 shares; 2025Q4: 76,540 shares; 2026Q1: 81,217 shares 81,217 $3.64M 0.1% +4,677 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: 20,947 shares; 2024Q4: 20,878 shares; 2025Q1: 20,898 shares; 2025Q2: 20,424 shares; 2025Q3: 21,945 shares; 2025Q4: 22,961 shares; 2026Q1: 23,954 shares 23,954 $3.63M 0.1% +993 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: 4,392 shares; 2024Q4: 3,897 shares; 2025Q1: 4,657 shares; 2025Q2: 3,798 shares; 2025Q3: 8,605 shares; 2025Q4: 9,325 shares; 2026Q1: 9,134 shares 9,134 $3.59M 0.1% -191 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: 14,289 shares; 2024Q4: 15,134 shares; 2025Q1: 15,220 shares; 2025Q2: 15,416 shares; 2025Q3: 15,670 shares; 2025Q4: 16,189 shares; 2026Q1: 15,588 shares 15,588 $3.58M 0.1% -601 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: 232,007 shares; 2024Q4: 134,718 shares; 2025Q1: 142,293 shares; 2025Q2: 104,719 shares; 2025Q3: 99,911 shares; 2025Q4: 102,087 shares; 2026Q1: 127,299 shares 127,299 $3.57M 0.09% +25,212 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,526 shares; 2024Q4: 7,652 shares; 2025Q1: 7,455 shares; 2025Q2: 7,074 shares; 2025Q3: 5,841 shares; 2025Q4: 6,011 shares; 2026Q1: 7,247 shares 7,247 $3.57M 0.09% +1,236 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,422 shares; 2024Q4: 6,448 shares; 2025Q1: 6,517 shares; 2025Q2: 6,917 shares; 2025Q3: 6,678 shares; 2025Q4: 7,065 shares; 2026Q1: 7,144 shares 7,144 $3.54M 0.09% +79 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: 33,952 shares; 2024Q4: 31,275 shares; 2025Q1: 33,168 shares; 2025Q2: 30,925 shares; 2025Q3: 27,085 shares; 2025Q4: 32,260 shares; 2026Q1: 29,761 shares 29,761 $3.53M 0.09% -2,499 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,116 shares; 2024Q4: 10,818 shares; 2025Q1: 15,404 shares; 2025Q2: 14,906 shares; 2025Q3: 15,095 shares; 2025Q4: 14,785 shares; 2026Q1: 16,212 shares 16,212 $3.5M 0.09% +1,427 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,985 shares; 2024Q4: 3,450 shares; 2025Q1: 3,780 shares; 2025Q2: 6,790 shares; 2025Q3: 6,815 shares; 2025Q4: 6,710 shares; 2026Q1: 13,685 shares 13,685 $3.48M 0.09% +6,975 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,051 shares; 2024Q4: 89,001 shares; 2025Q1: 100,341 shares; 2025Q2: 99,756 shares; 2025Q3: 101,067 shares; 2025Q4: 108,011 shares; 2026Q1: 121,913 shares 121,913 $3.47M 0.09% +13,902 Timeline AGX ARGAN INC More: the full row for ARGAN 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: 1,208 shares; 2025Q3: 1,208 shares; 2025Q4: 1,208 shares; 2026Q1: 6,363 shares 6,363 $3.47M 0.09% +5,155 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: 26,672 shares; 2024Q4: 33,718 shares; 2025Q1: 40,595 shares; 2025Q2: 44,476 shares; 2025Q3: 44,322 shares; 2025Q4: 46,995 shares; 2026Q1: 48,316 shares 48,316 $3.39M 0.09% +1,321 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: 13,481 shares; 2024Q4: 14,773 shares; 2025Q1: 16,010 shares; 2025Q2: 12,090 shares; 2025Q3: 12,462 shares; 2025Q4: 8,762 shares; 2026Q1: 11,700 shares 11,700 $3.36M 0.09% +2,938 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: 19,903 shares; 2024Q4: 21,887 shares; 2025Q1: 21,215 shares; 2025Q2: 21,934 shares; 2025Q3: 22,035 shares; 2025Q4: 24,635 shares; 2026Q1: 22,981 shares 22,981 $3.35M 0.09% -1,654 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: 57,031 shares; 2024Q4: 58,306 shares; 2025Q1: 62,126 shares; 2025Q2: 62,155 shares; 2025Q3: 63,869 shares; 2025Q4: 67,992 shares; 2026Q1: 71,020 shares 71,020 $3.33M 0.09% +3,028 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: 45,235 shares; 2024Q4: 42,514 shares; 2025Q1: 43,287 shares; 2025Q2: 36,543 shares; 2025Q3: 19,921 shares; 2025Q4: 17,530 shares; 2026Q1: 18,359 shares 18,359 $3.33M 0.09% +829 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,712 shares; 2024Q4: 6,073 shares; 2025Q1: 26,426 shares; 2025Q2: 2,713 shares; 2025Q3: 27,257 shares; 2025Q4: 25,916 shares; 2026Q1: 21,999 shares 21,999 $3.31M 0.09% -3,917 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: 15,593 shares; 2025Q1: 16,185 shares; 2025Q2: 15,900 shares; 2025Q3: 14,964 shares; 2025Q4: 14,982 shares; 2026Q1: 15,432 shares 15,432 $3.3M 0.09% +450 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: 6,726 shares; 2024Q4: 6,323 shares; 2025Q1: 6,412 shares; 2025Q2: 7,983 shares; 2025Q3: 8,736 shares; 2025Q4: 9,390 shares; 2026Q1: 9,613 shares 9,613 $3.3M 0.09% +223 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,209 shares; 2024Q4: 9,302 shares; 2025Q1: 7,862 shares; 2025Q2: 7,947 shares; 2025Q3: 8,237 shares; 2025Q4: 7,822 shares; 2026Q1: 7,571 shares 7,571 $3.27M 0.09% -251 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: 85,326 shares; 2024Q4: 80,526 shares; 2025Q1: 75,111 shares; 2025Q2: 67,050 shares; 2025Q3: 74,603 shares; 2025Q4: 65,216 shares; 2026Q1: 87,752 shares 87,752 $3.27M 0.09% +22,536 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: 16,331 shares; 2024Q4: 16,694 shares; 2025Q1: 15,696 shares; 2025Q2: 13,993 shares; 2025Q3: 14,766 shares; 2025Q4: 30,106 shares; 2026Q1: 29,957 shares 29,957 $3.26M 0.09% -149 Timeline SMCO 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: 20,721 shares; 2024Q4: 20,712 shares; 2025Q1: 31,058 shares; 2025Q2: 35,495 shares; 2025Q3: 126,111 shares; 2025Q4: 124,071 shares; 2026Q1: 119,229 shares 119,229 $3.24M 0.09% -4,842 Timeline SJNK 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: 88,009 shares; 2024Q4: 89,416 shares; 2025Q1: 103,570 shares; 2025Q2: 103,482 shares; 2025Q3: 105,801 shares; 2025Q4: 122,509 shares; 2026Q1: 127,816 shares 127,816 $3.19M 0.08% +5,307 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,412 shares; 2024Q4: 60,616 shares; 2025Q1: 58,938 shares; 2025Q2: 60,559 shares; 2025Q3: 59,610 shares; 2025Q4: 65,738 shares; 2026Q1: 64,554 shares 64,554 $3.17M 0.08% -1,184 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: 49,979 shares; 2025Q2: 46,731 shares; 2025Q3: 74,709 shares; 2025Q4: 73,668 shares; 2026Q1: 81,790 shares 81,790 $3.16M 0.08% +8,122 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,256 shares; 2024Q4: 20,256 shares; 2025Q1: 18,418 shares; 2025Q2: 18,265 shares; 2025Q3: 19,610 shares; 2025Q4: 22,069 shares; 2026Q1: 23,519 shares 23,519 $3.13M 0.08% +1,450 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: 25,231 shares; 2024Q4: 24,695 shares; 2025Q1: 24,617 shares; 2025Q2: 24,569 shares; 2025Q3: 24,570 shares; 2025Q4: 29,580 shares; 2026Q1: 29,482 shares 29,482 $3.13M 0.08% -98 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,177 shares; 2024Q4: 1,360 shares; 2025Q1: 7,807 shares; 2025Q2: 8,018 shares; 2025Q3: 8,006 shares; 2025Q4: 7,471 shares; 2026Q1: 7,138 shares 7,138 $3.11M 0.08% -333 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: 6,063 shares; 2024Q4: 5,841 shares; 2025Q1: 6,071 shares; 2025Q2: 5,433 shares; 2025Q3: 5,480 shares; 2025Q4: 5,481 shares; 2026Q1: 12,596 shares 12,596 $3.11M 0.08% +7,115 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: 9,544 shares; 2024Q4: 6,332 shares; 2025Q1: 5,853 shares; 2025Q2: 5,801 shares; 2025Q3: 5,848 shares; 2025Q4: 5,636 shares; 2026Q1: 5,139 shares 5,139 $3.11M 0.08% -497 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,832 shares; 2024Q4: 13,099 shares; 2025Q1: 11,446 shares; 2025Q2: 12,478 shares; 2025Q3: 12,219 shares; 2025Q4: 12,356 shares; 2026Q1: 20,107 shares 20,107 $3.07M 0.08% +7,751 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: 17,397 shares; 2024Q4: 16,725 shares; 2025Q1: 15,556 shares; 2025Q2: 14,441 shares; 2025Q3: 15,114 shares; 2025Q4: 18,174 shares; 2026Q1: 18,522 shares 18,522 $3.05M 0.08% +348 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,861 shares; 2024Q4: 9,826 shares; 2025Q1: 9,546 shares; 2025Q2: 9,268 shares; 2025Q3: 9,221 shares; 2025Q4: 9,141 shares; 2026Q1: 10,598 shares 10,598 $3.04M 0.08% +1,457 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: 104,781 shares; 2024Q4: 69,058 shares; 2025Q1: 63,893 shares; 2025Q2: 59,391 shares; 2025Q3: 55,134 shares; 2025Q4: 54,765 shares; 2026Q1: 49,618 shares 49,618 $3.01M 0.08% -5,147 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: 12,994 shares; 2024Q4: 20,623 shares; 2025Q1: 31,240 shares; 2025Q2: 29,170 shares; 2025Q3: 25,697 shares; 2025Q4: 27,033 shares; 2026Q1: 22,665 shares 22,665 $2.97M 0.08% -4,368 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: 35,422 shares; 2024Q4: 35,537 shares; 2025Q1: 31,286 shares; 2025Q2: 29,416 shares; 2025Q3: 30,486 shares; 2025Q4: 29,938 shares; 2026Q1: 31,235 shares 31,235 $2.97M 0.08% +1,297 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: 13,101 shares; 2024Q4: 12,737 shares; 2025Q1: 12,754 shares; 2025Q2: 12,494 shares; 2025Q3: 12,052 shares; 2025Q4: 11,125 shares; 2026Q1: 11,221 shares 11,221 $2.94M 0.08% +96 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,070 shares; 2024Q4: 42,070 shares; 2025Q1: 52,177 shares; 2025Q2: 81,086 shares; 2025Q3: 67,014 shares; 2025Q4: 65,328 shares; 2026Q1: 62,649 shares 62,649 $2.93M 0.08% -2,679 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: 50,084 shares; 2024Q4: 47,977 shares; 2025Q1: 44,102 shares; 2025Q2: 41,834 shares; 2025Q3: 41,992 shares; 2025Q4: 41,051 shares; 2026Q1: 40,153 shares 40,153 $2.92M 0.08% -898 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,396 shares; 2024Q4: 6,964 shares; 2025Q1: 6,785 shares; 2025Q2: 5,442 shares; 2025Q3: 4,846 shares; 2025Q4: 4,710 shares; 2026Q1: 4,720 shares 4,720 $2.92M 0.08% +10 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,264 shares; 2024Q4: 1,317 shares; 2025Q1: 1,355 shares; 2025Q2: not reported; 2025Q3: 589 shares; 2025Q4: 592 shares; 2026Q1: 3,985 shares 3,985 $2.9M 0.08% +3,393 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: 7,733 shares; 2024Q4: 8,756 shares; 2025Q1: 8,035 shares; 2025Q2: 8,220 shares; 2025Q3: 8,239 shares; 2025Q4: 9,366 shares; 2026Q1: 10,127 shares 10,127 $2.88M 0.08% +761 Timeline BRK-A 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: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $2.87M 0.08% 0 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: 221,800 shares; 2024Q4: 98,168 shares; 2025Q1: 93,829 shares; 2025Q2: 92,204 shares; 2025Q3: 87,834 shares; 2025Q4: 86,264 shares; 2026Q1: 84,966 shares 84,966 $2.85M 0.08% -1,298 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: 7,127 shares; 2024Q4: 6,454 shares; 2025Q1: 5,501 shares; 2025Q2: 5,526 shares; 2025Q3: 5,939 shares; 2025Q4: 6,462 shares; 2026Q1: 7,965 shares 7,965 $2.85M 0.08% +1,503 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: 15,824 shares; 2025Q1: 22,030 shares; 2025Q2: 19,061 shares; 2025Q3: 23,099 shares; 2025Q4: 21,886 shares; 2026Q1: 23,181 shares 23,181 $2.85M 0.08% +1,295 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,135 shares; 2024Q4: 31,160 shares; 2025Q1: 32,040 shares; 2025Q2: 31,674 shares; 2025Q3: 32,257 shares; 2025Q4: 34,926 shares; 2026Q1: 37,940 shares 37,940 $2.83M 0.08% +3,014 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: 67,143 shares; 2024Q4: 21,948 shares; 2025Q1: 20,053 shares; 2025Q2: 17,236 shares; 2025Q3: 17,770 shares; 2025Q4: 19,715 shares; 2026Q1: 20,323 shares 20,323 $2.83M 0.08% +608 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,529 shares; 2024Q4: 34,519 shares; 2025Q1: 32,638 shares; 2025Q2: 27,805 shares; 2025Q3: 28,580 shares; 2025Q4: 30,159 shares; 2026Q1: 30,348 shares 30,348 $2.82M 0.08% +189 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: 25,019 shares; 2024Q4: 33,164 shares; 2025Q1: 30,746 shares; 2025Q2: 25,786 shares; 2025Q3: 18,906 shares; 2025Q4: 20,294 shares; 2026Q1: 21,236 shares 21,236 $2.8M 0.07% +942 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,787 shares; 2024Q4: 17,454 shares; 2025Q1: 17,090 shares; 2025Q2: 15,902 shares; 2025Q3: 14,167 shares; 2025Q4: 13,976 shares; 2026Q1: 14,364 shares 14,364 $2.79M 0.07% +388 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,843 shares; 2024Q4: 5,365 shares; 2025Q1: 3,957 shares; 2025Q2: 3,986 shares; 2025Q3: 3,949 shares; 2025Q4: 4,689 shares; 2026Q1: 5,053 shares 5,053 $2.77M 0.07% +364 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: 40,137 shares; 2024Q4: 30,380 shares; 2025Q1: 26,634 shares; 2025Q2: 29,981 shares; 2025Q3: 33,589 shares; 2025Q4: 34,482 shares; 2026Q1: 34,661 shares 34,661 $2.76M 0.07% +179 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: 34,254 shares; 2024Q4: 33,598 shares; 2025Q1: 31,167 shares; 2025Q2: 31,160 shares; 2025Q3: 30,994 shares; 2025Q4: 31,950 shares; 2026Q1: 32,958 shares 32,958 $2.75M 0.07% +1,008 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: 82,219 shares; 2024Q4: 33,624 shares; 2025Q1: 31,535 shares; 2025Q2: 25,016 shares; 2025Q3: 23,164 shares; 2025Q4: 21,801 shares; 2026Q1: 21,707 shares 21,707 $2.75M 0.07% -94 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,421 shares; 2024Q4: 29,889 shares; 2025Q1: 31,278 shares; 2025Q2: 30,278 shares; 2025Q3: 31,343 shares; 2025Q4: 33,805 shares; 2026Q1: 29,932 shares 29,932 $2.74M 0.07% -3,873 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,438 shares; 2024Q4: 187,252 shares; 2025Q1: 209,891 shares; 2025Q2: 207,738 shares; 2025Q3: 207,519 shares; 2025Q4: 220,186 shares; 2026Q1: 216,330 shares 216,330 $2.74M 0.07% -3,856 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: 29,738 shares; 2024Q4: 29,813 shares; 2025Q1: 36,333 shares; 2025Q2: 36,333 shares; 2025Q3: 36,333 shares; 2025Q4: 36,333 shares; 2026Q1: 36,315 shares 36,315 $2.73M 0.07% -18 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: 10,142 shares; 2024Q4: 4,241 shares; 2025Q1: 3,540 shares; 2025Q2: 4,094 shares; 2025Q3: 3,990 shares; 2025Q4: 4,342 shares; 2026Q1: 3,712 shares 3,712 $2.7M 0.07% -630 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: 21,808 shares; 2024Q4: 25,059 shares; 2025Q1: 26,101 shares; 2025Q2: 24,133 shares; 2025Q3: 27,833 shares; 2025Q4: 27,604 shares; 2026Q1: 28,288 shares 28,288 $2.7M 0.07% +684 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,157 shares; 2024Q4: 2,453 shares; 2025Q1: 2,891 shares; 2025Q2: 3,035 shares; 2025Q3: 3,139 shares; 2025Q4: 3,281 shares; 2026Q1: 8,180 shares 8,180 $2.69M 0.07% +4,899 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: 32,517 shares; 2024Q4: 25,729 shares; 2025Q1: 24,774 shares; 2025Q2: 24,069 shares; 2025Q3: 23,809 shares; 2025Q4: 23,784 shares; 2026Q1: 23,741 shares 23,741 $2.69M 0.07% -43 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: 19,329 shares; 2024Q4: 21,494 shares; 2025Q1: 23,302 shares; 2025Q2: 23,796 shares; 2025Q3: 29,481 shares; 2025Q4: 38,930 shares; 2026Q1: 42,612 shares 42,612 $2.67M 0.07% +3,682 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: 7,041 shares; 2024Q4: 8,774 shares; 2025Q1: 7,752 shares; 2025Q2: 7,540 shares; 2025Q3: 7,858 shares; 2025Q4: 9,039 shares; 2026Q1: 9,021 shares 9,021 $2.66M 0.07% -18 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: 24,728 shares; 2024Q4: 19,468 shares; 2025Q1: 28,682 shares; 2025Q2: 45,047 shares; 2025Q3: 46,064 shares; 2025Q4: 43,997 shares; 2026Q1: 36,866 shares 36,866 $2.65M 0.07% -7,131 Timeline FLDR 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: 48,900 shares; 2024Q4: 48,800 shares; 2025Q1: 52,200 shares; 2025Q2: 66,200 shares; 2025Q3: 66,000 shares; 2025Q4: 71,800 shares; 2026Q1: 52,600 shares 52,600 $2.64M 0.07% -19,200 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,740 shares; 2024Q4: 23,842 shares; 2025Q1: 23,691 shares; 2025Q2: 23,512 shares; 2025Q3: 22,710 shares; 2025Q4: 22,756 shares; 2026Q1: 21,812 shares 21,812 $2.64M 0.07% -944 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: 15,334 shares; 2024Q4: 15,090 shares; 2025Q1: 16,384 shares; 2025Q2: 22,739 shares; 2025Q3: 12,940 shares; 2025Q4: 17,173 shares; 2026Q1: 17,950 shares 17,950 $2.63M 0.07% +777 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: 43,520 shares; 2024Q4: 37,125 shares; 2025Q1: 38,794 shares; 2025Q2: 40,235 shares; 2025Q3: 37,369 shares; 2025Q4: 34,896 shares; 2026Q1: 29,337 shares 29,337 $2.63M 0.07% -5,559 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,375 shares; 2024Q4: 21,007 shares; 2025Q1: 20,837 shares; 2025Q2: 20,799 shares; 2025Q3: 20,366 shares; 2025Q4: 20,357 shares; 2026Q1: 20,293 shares 20,293 $2.6M 0.07% -64 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: 74,407 shares; 2024Q4: 80,465 shares; 2025Q1: 74,006 shares; 2025Q2: 72,951 shares; 2025Q3: 58,538 shares; 2025Q4: 56,274 shares; 2026Q1: 27,868 shares 27,868 $2.59M 0.07% -28,406 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,336 shares; 2024Q4: 16,967 shares; 2025Q1: 16,398 shares; 2025Q2: 15,712 shares; 2025Q3: 15,615 shares; 2025Q4: 16,938 shares; 2026Q1: 16,799 shares 16,799 $2.54M 0.07% -139 Timeline MLPX 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: 34,486 shares; 2024Q4: 34,550 shares; 2025Q1: 34,486 shares; 2025Q2: 32,736 shares; 2025Q3: 31,379 shares; 2025Q4: 30,529 shares; 2026Q1: 34,347 shares 34,347 $2.54M 0.07% +3,818 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,789 shares; 2024Q4: 23,267 shares; 2025Q1: 23,337 shares; 2025Q2: 19,811 shares; 2025Q3: 28,000 shares; 2025Q4: 28,472 shares; 2026Q1: 29,194 shares 29,194 $2.53M 0.07% +722 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,475 shares; 2024Q4: 32,608 shares; 2025Q1: 28,363 shares; 2025Q2: 26,951 shares; 2025Q3: 25,955 shares; 2025Q4: 27,029 shares; 2026Q1: 26,088 shares 26,088 $2.5M 0.07% -941 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,037 shares; 2024Q4: 61,206 shares; 2025Q1: 51,334 shares; 2025Q2: 53,136 shares; 2025Q3: 48,842 shares; 2025Q4: 47,535 shares; 2026Q1: 47,469 shares 47,469 $2.49M 0.07% -66 Timeline FENY 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: 31,781 shares; 2024Q4: 31,309 shares; 2025Q1: 30,200 shares; 2025Q2: 26,151 shares; 2025Q3: 25,429 shares; 2025Q4: 25,876 shares; 2026Q1: 73,253 shares 73,253 $2.49M 0.07% +47,377 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: 10,451 shares; 2024Q4: 2,219 shares; 2025Q1: 2,272 shares; 2025Q2: 1,963 shares; 2025Q3: 1,832 shares; 2025Q4: 1,792 shares; 2026Q1: 1,692 shares 1,692 $2.49M 0.07% -100 Timeline TSLL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 179,481 shares; 2025Q3: 168,685 shares; 2025Q4: 204,823 shares; 2026Q1: 204,773 shares 204,773 $2.49M 0.07% -50 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,771 shares; 2024Q4: 1,866 shares; 2025Q1: 1,658 shares; 2025Q2: 1,565 shares; 2025Q3: 1,509 shares; 2025Q4: 1,448 shares; 2026Q1: 11,535 shares 11,535 $2.47M 0.07% +10,087 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,409 shares; 2024Q4: 18,512 shares; 2025Q1: 21,062 shares; 2025Q2: 33,479 shares; 2025Q3: 35,866 shares; 2025Q4: 42,199 shares; 2026Q1: 49,207 shares 49,207 $2.46M 0.07% +7,008 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,770 shares; 2024Q4: 9,384 shares; 2025Q1: 8,492 shares; 2025Q2: 9,980 shares; 2025Q3: 9,487 shares; 2025Q4: 9,620 shares; 2026Q1: 9,849 shares 9,849 $2.46M 0.07% +229 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: 9,626 shares; 2024Q4: 9,982 shares; 2025Q1: 8,463 shares; 2025Q2: 7,194 shares; 2025Q3: 6,976 shares; 2025Q4: 7,733 shares; 2026Q1: 7,708 shares 7,708 $2.45M 0.07% -25 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: 19,745 shares; 2024Q4: 77,275 shares; 2025Q1: 80,532 shares; 2025Q2: 83,359 shares; 2025Q3: 73,517 shares; 2025Q4: 80,720 shares; 2026Q1: 84,009 shares 84,009 $2.45M 0.07% +3,289 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,448 shares; 2024Q4: 17,669 shares; 2025Q1: 17,361 shares; 2025Q2: 23,620 shares; 2025Q3: 26,024 shares; 2025Q4: 24,492 shares; 2026Q1: 24,631 shares 24,631 $2.44M 0.06% +139 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,338 shares; 2024Q4: 10,333 shares; 2025Q1: 9,637 shares; 2025Q2: 8,757 shares; 2025Q3: 8,349 shares; 2025Q4: 8,739 shares; 2026Q1: 8,758 shares 8,758 $2.42M 0.06% +19 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,084 shares; 2024Q4: 21,551 shares; 2025Q1: 22,127 shares; 2025Q2: 24,625 shares; 2025Q3: 21,976 shares; 2025Q4: 20,710 shares; 2026Q1: 18,880 shares 18,880 $2.38M 0.06% -1,830 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: 33,138 shares; 2024Q4: 33,154 shares; 2025Q1: 28,718 shares; 2025Q2: 28,339 shares; 2025Q3: 26,255 shares; 2025Q4: 24,796 shares; 2026Q1: 26,337 shares 26,337 $2.38M 0.06% +1,541 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,724 shares; 2024Q4: 18,332 shares; 2025Q1: 18,383 shares; 2025Q2: 21,355 shares; 2025Q3: 20,899 shares; 2025Q4: 20,507 shares; 2026Q1: 23,547 shares 23,547 $2.35M 0.06% +3,040 Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,879 shares; 2024Q4: 33,360 shares; 2025Q1: 30,541 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 81,152 shares; 2026Q1: 81,366 shares 81,366 $2.34M 0.06% +214 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,574 shares; 2024Q4: 1,574 shares; 2025Q1: 1,615 shares; 2025Q2: 1,615 shares; 2025Q3: 1,639 shares; 2025Q4: 1,549 shares; 2026Q1: 1,966 shares 1,966 $2.34M 0.06% +417 BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,543 shares; 2024Q4: 8,516 shares; 2025Q1: 6,834 shares; 2025Q2: 13,583 shares; 2025Q3: 16,351 shares; 2025Q4: 17,932 shares; 2026Q1: 39,375 shares 39,375 $2.33M 0.06% +21,443 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,117 shares; 2024Q4: 14,433 shares; 2025Q1: 14,910 shares; 2025Q2: 14,874 shares; 2025Q3: 16,588 shares; 2025Q4: 16,476 shares; 2026Q1: 16,185 shares 16,185 $2.29M 0.06% -291 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: 43,061 shares; 2024Q4: 42,655 shares; 2025Q1: 41,153 shares; 2025Q2: 36,568 shares; 2025Q3: 34,096 shares; 2025Q4: 33,111 shares; 2026Q1: 32,528 shares 32,528 $2.29M 0.06% -583 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: 18,051 shares; 2024Q4: 29,687 shares; 2025Q1: 33,017 shares; 2025Q2: 28,848 shares; 2025Q3: 28,239 shares; 2025Q4: 56,276 shares; 2026Q1: 54,913 shares 54,913 $2.25M 0.06% -1,363 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,663 shares; 2024Q4: 27,517 shares; 2025Q1: 24,265 shares; 2025Q2: 22,287 shares; 2025Q3: 18,042 shares; 2025Q4: 18,070 shares; 2026Q1: 18,305 shares 18,305 $2.22M 0.06% +235 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: 1,509 shares; 2024Q4: 1,617 shares; 2025Q1: 1,931 shares; 2025Q2: 1,718 shares; 2025Q3: 2,284 shares; 2025Q4: 2,684 shares; 2026Q1: 2,864 shares 2,864 $2.21M 0.06% +180 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: 25,103 shares; 2024Q4: 25,083 shares; 2025Q1: 23,087 shares; 2025Q2: 9,745 shares; 2025Q3: 9,595 shares; 2025Q4: 9,545 shares; 2026Q1: 9,362 shares 9,362 $2.21M 0.06% -183 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: 15,097 shares; 2024Q4: 14,396 shares; 2025Q1: 8,109 shares; 2025Q2: 7,845 shares; 2025Q3: 8,122 shares; 2025Q4: 8,264 shares; 2026Q1: 9,441 shares 9,441 $2.21M 0.06% +1,177 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: 27,909 shares; 2024Q4: 27,836 shares; 2025Q1: 25,551 shares; 2025Q2: 26,882 shares; 2025Q3: 26,106 shares; 2025Q4: 25,797 shares; 2026Q1: 27,819 shares 27,819 $2.21M 0.06% +2,022 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: 10,662 shares; 2024Q4: 10,612 shares; 2025Q1: 9,509 shares; 2025Q2: 9,777 shares; 2025Q3: 9,459 shares; 2025Q4: 10,070 shares; 2026Q1: 11,137 shares 11,137 $2.2M 0.06% +1,067 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: 9,036 shares; 2024Q4: 9,036 shares; 2025Q1: 9,036 shares; 2025Q2: 9,036 shares; 2025Q3: 13,340 shares; 2025Q4: 14,546 shares; 2026Q1: 15,187 shares 15,187 $2.2M 0.06% +641 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,149 shares; 2024Q4: 10,757 shares; 2025Q1: 10,960 shares; 2025Q2: 10,915 shares; 2025Q3: 10,915 shares; 2025Q4: 11,956 shares; 2026Q1: 11,599 shares 11,599 $2.2M 0.06% -357 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: 68,012 shares; 2024Q4: 64,008 shares; 2025Q1: 56,752 shares; 2025Q2: 48,990 shares; 2025Q3: 42,623 shares; 2025Q4: 33,982 shares; 2026Q1: 37,322 shares 37,322 $2.19M 0.06% +3,340 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: 8,323 shares; 2024Q4: 8,470 shares; 2025Q1: 7,662 shares; 2025Q2: 6,762 shares; 2025Q3: 6,456 shares; 2025Q4: 7,469 shares; 2026Q1: 6,949 shares 6,949 $2.18M 0.06% -520 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: 37,247 shares; 2024Q4: 35,410 shares; 2025Q1: 36,196 shares; 2025Q2: 36,568 shares; 2025Q3: 35,404 shares; 2025Q4: 36,652 shares; 2026Q1: 40,316 shares 40,316 $2.18M 0.06% +3,664 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,109 shares; 2024Q4: 5,677 shares; 2025Q1: 6,099 shares; 2025Q2: 5,917 shares; 2025Q3: 6,007 shares; 2025Q4: 4,659 shares; 2026Q1: 4,479 shares 4,479 $2.17M 0.06% -180 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,676 shares; 2024Q4: 20,340 shares; 2025Q1: 18,996 shares; 2025Q2: 19,000 shares; 2025Q3: 19,179 shares; 2025Q4: 18,247 shares; 2026Q1: 26,117 shares 26,117 $2.16M 0.06% +7,870 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: 22,615 shares; 2024Q4: 22,696 shares; 2025Q1: 21,696 shares; 2025Q2: 20,729 shares; 2025Q3: 20,843 shares; 2025Q4: 40,849 shares; 2026Q1: 43,056 shares 43,056 $2.15M 0.06% +2,207 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,439 shares; 2024Q4: 8,973 shares; 2025Q1: 4,896 shares; 2025Q2: 5,122 shares; 2025Q3: 4,615 shares; 2025Q4: 8,847 shares; 2026Q1: 9,170 shares 9,170 $2.15M 0.06% +323 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,908 shares; 2026Q1: 22,756 shares 22,756 $2.12M 0.06% +3,848 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,986 shares; 2024Q4: 33,230 shares; 2025Q1: 32,127 shares; 2025Q2: 32,135 shares; 2025Q3: 26,201 shares; 2025Q4: 24,890 shares; 2026Q1: 24,236 shares 24,236 $2.11M 0.06% -654 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: 6,640 shares; 2024Q4: 8,262 shares; 2025Q1: 7,923 shares; 2025Q2: 7,750 shares; 2025Q3: 7,565 shares; 2025Q4: 7,599 shares; 2026Q1: 7,176 shares 7,176 $2.09M 0.06% -423 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,023 shares; 2024Q4: 16,222 shares; 2025Q1: 14,854 shares; 2025Q2: 14,723 shares; 2025Q3: 14,351 shares; 2025Q4: 14,351 shares; 2026Q1: 13,570 shares 13,570 $2.09M 0.06% -781 Timeline IBTO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,794 shares; 2024Q4: 70,819 shares; 2025Q1: 82,789 shares; 2025Q2: 82,789 shares; 2025Q3: 82,789 shares; 2025Q4: 82,789 shares; 2026Q1: 84,819 shares 84,819 $2.07M 0.05% +2,030 Timeline XME 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: 28,990 shares; 2024Q4: 28,921 shares; 2025Q1: 19,709 shares; 2025Q2: 19,309 shares; 2025Q3: 18,628 shares; 2025Q4: 19,379 shares; 2026Q1: 19,031 shares 19,031 $2.06M 0.05% -348 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly 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: 136,512 shares 136,512 $2.05M 0.05% new Timeline VCR 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: 6,209 shares; 2024Q4: 6,228 shares; 2025Q1: 6,064 shares; 2025Q2: 5,947 shares; 2025Q3: 5,454 shares; 2025Q4: 5,497 shares; 2026Q1: 5,693 shares 5,693 $2.04M 0.05% +196 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,194 shares; 2024Q4: 5,140 shares; 2025Q1: 6,627 shares; 2025Q2: 6,841 shares; 2025Q3: 7,602 shares; 2025Q4: 8,809 shares; 2026Q1: 18,320 shares 18,320 $2.03M 0.05% +9,511 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY 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: not reported; 2026Q1: 8,025 shares 8,025 $2.02M 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: 9,091 shares; 2025Q2: 12,890 shares; 2025Q3: 15,675 shares; 2025Q4: 18,830 shares; 2026Q1: 19,959 shares 19,959 $2.01M 0.05% +1,129 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,228 shares; 2024Q4: 2,212 shares; 2025Q1: 3,757 shares; 2025Q2: 3,748 shares; 2025Q3: 3,773 shares; 2025Q4: 3,947 shares; 2026Q1: 4,059 shares 4,059 $1.99M 0.05% +112 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: 18,641 shares; 2024Q4: 17,980 shares; 2025Q1: 17,504 shares; 2025Q2: 11,923 shares; 2025Q3: 11,014 shares; 2025Q4: 11,079 shares; 2026Q1: 10,893 shares 10,893 $1.98M 0.05% -186 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,929 shares; 2024Q4: 113,631 shares; 2025Q1: 113,010 shares; 2025Q2: 113,010 shares; 2025Q3: 111,945 shares; 2025Q4: 111,163 shares; 2026Q1: 111,355 shares 111,355 $1.97M 0.05% +192 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,863 shares; 2024Q4: 51,604 shares; 2025Q1: 48,134 shares; 2025Q2: 61,588 shares; 2025Q3: 56,440 shares; 2025Q4: 82,088 shares; 2026Q1: 80,785 shares 80,785 $1.95M 0.05% -1,303 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,966 shares; 2024Q4: 50,621 shares; 2025Q1: 49,931 shares; 2025Q2: 45,250 shares; 2025Q3: 43,379 shares; 2025Q4: 43,224 shares; 2026Q1: 39,130 shares 39,130 $1.94M 0.05% -4,094 Timeline VGK 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: 3,933 shares; 2024Q4: 4,933 shares; 2025Q1: 21,455 shares; 2025Q2: 23,424 shares; 2025Q3: 23,394 shares; 2025Q4: 23,306 shares; 2026Q1: 23,566 shares 23,566 $1.94M 0.05% +260 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: 17,849 shares; 2024Q4: 17,636 shares; 2025Q1: 18,279 shares; 2025Q2: 17,779 shares; 2025Q3: 17,779 shares; 2025Q4: 18,812 shares; 2026Q1: 19,201 shares 19,201 $1.93M 0.05% +389 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: 25,456 shares; 2024Q4: 15,652 shares; 2025Q1: 16,330 shares; 2025Q2: 17,993 shares; 2025Q3: 19,497 shares; 2025Q4: 19,817 shares; 2026Q1: 19,995 shares 19,995 $1.93M 0.05% +178 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: 10,769 shares; 2024Q4: 9,878 shares; 2025Q1: 8,085 shares; 2025Q2: 5,649 shares; 2025Q3: 5,597 shares; 2025Q4: 7,759 shares; 2026Q1: 7,900 shares 7,900 $1.93M 0.05% +141 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,554 shares; 2025Q1: 30,707 shares; 2025Q2: 27,694 shares; 2025Q3: 26,648 shares; 2025Q4: 27,583 shares; 2026Q1: 27,747 shares 27,747 $1.92M 0.05% +164 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,847 shares; 2024Q4: 3,704 shares; 2025Q1: 3,810 shares; 2025Q2: 3,251 shares; 2025Q3: 3,206 shares; 2025Q4: 3,348 shares; 2026Q1: 3,570 shares 3,570 $1.92M 0.05% +222 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: 37,066 shares; 2024Q4: 37,067 shares; 2025Q1: 37,271 shares; 2025Q2: 33,335 shares; 2025Q3: 33,360 shares; 2025Q4: 32,536 shares; 2026Q1: 31,478 shares 31,478 $1.9M 0.05% -1,058 Timeline PDP 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: 16,741 shares; 2024Q4: 16,741 shares; 2025Q1: 16,713 shares; 2025Q2: 16,293 shares; 2025Q3: 15,428 shares; 2025Q4: 15,608 shares; 2026Q1: 15,696 shares 15,696 $1.9M 0.05% +88 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: 72,916 shares; 2024Q4: 54,286 shares; 2025Q1: 32,766 shares; 2025Q2: 32,766 shares; 2025Q3: 36,009 shares; 2025Q4: 35,691 shares; 2026Q1: 35,692 shares 35,692 $1.88M 0.05% +1 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: 5,036 shares; 2024Q4: 4,850 shares; 2025Q1: 4,362 shares; 2025Q2: 4,576 shares; 2025Q3: 4,126 shares; 2025Q4: 22,450 shares; 2026Q1: 17,907 shares 17,907 $1.87M 0.05% -4,543 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: 6,177 shares; 2024Q4: 6,160 shares; 2025Q1: 6,507 shares; 2025Q2: 7,023 shares; 2025Q3: 6,652 shares; 2025Q4: 6,698 shares; 2026Q1: 6,837 shares 6,837 $1.86M 0.05% +139 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,274 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,178 shares; 2025Q3: 7,924 shares; 2025Q4: 17,854 shares; 2026Q1: 24,271 shares 24,271 $1.85M 0.05% +6,417 Timeline FNCL 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: 29,818 shares; 2024Q4: 29,094 shares; 2025Q1: 28,330 shares; 2025Q2: 28,063 shares; 2025Q3: 27,631 shares; 2025Q4: 26,460 shares; 2026Q1: 26,347 shares 26,347 $1.85M 0.05% -113 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,913 shares; 2024Q4: 32,563 shares; 2025Q1: 35,883 shares; 2025Q2: 39,593 shares; 2025Q3: 38,352 shares; 2025Q4: 30,994 shares; 2026Q1: 61,296 shares 61,296 $1.85M 0.05% +30,302 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,142 shares; 2025Q1: 15,180 shares; 2025Q2: 15,142 shares; 2025Q3: 20,866 shares; 2025Q4: 26,238 shares; 2026Q1: 27,133 shares 27,133 $1.83M 0.05% +895 Timeline VIS 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: 6,392 shares; 2024Q4: 6,376 shares; 2025Q1: 6,213 shares; 2025Q2: 6,107 shares; 2025Q3: 5,635 shares; 2025Q4: 5,905 shares; 2026Q1: 5,850 shares 5,850 $1.83M 0.05% -55 Timeline RPG 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: 39,250 shares; 2024Q4: 38,900 shares; 2025Q1: 39,169 shares; 2025Q2: 37,716 shares; 2025Q3: 37,166 shares; 2025Q4: 39,396 shares; 2026Q1: 38,895 shares 38,895 $1.82M 0.05% -501 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER 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: 24,885 shares; 2025Q3: 58,382 shares; 2025Q4: 60,642 shares; 2026Q1: 63,697 shares 63,697 $1.81M 0.05% +3,055 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,632 shares; 2024Q4: 12,072 shares; 2025Q1: 13,541 shares; 2025Q2: 10,986 shares; 2025Q3: 8,595 shares; 2025Q4: 12,022 shares; 2026Q1: 12,439 shares 12,439 $1.8M 0.05% +417 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: 10,122 shares; 2024Q4: 10,279 shares; 2025Q1: 11,542 shares; 2025Q2: 11,738 shares; 2025Q3: 12,399 shares; 2025Q4: 13,106 shares; 2026Q1: 13,229 shares 13,229 $1.8M 0.05% +123 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,354 shares; 2024Q4: 6,394 shares; 2025Q1: 6,762 shares; 2025Q2: 8,176 shares; 2025Q3: 9,941 shares; 2025Q4: 9,939 shares; 2026Q1: 8,544 shares 8,544 $1.79M 0.05% -1,395 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,585 shares; 2024Q4: 22,168 shares; 2025Q1: 21,325 shares; 2025Q2: 22,648 shares; 2025Q3: 22,612 shares; 2025Q4: 17,278 shares; 2026Q1: 16,215 shares 16,215 $1.79M 0.05% -1,063 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: 12,223 shares; 2024Q4: 9,978 shares; 2025Q1: 9,778 shares; 2025Q2: 9,744 shares; 2025Q3: 8,939 shares; 2025Q4: 8,505 shares; 2026Q1: 8,466 shares 8,466 $1.79M 0.05% -39 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,607 shares; 2024Q4: 14,178 shares; 2025Q1: 15,773 shares; 2025Q2: 15,266 shares; 2025Q3: 13,502 shares; 2025Q4: 13,871 shares; 2026Q1: 14,075 shares 14,075 $1.77M 0.05% +204 Timeline BOXX 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: 6,491 shares; 2024Q4: 6,491 shares; 2025Q1: 6,491 shares; 2025Q2: 6,491 shares; 2025Q3: 6,491 shares; 2025Q4: 6,496 shares; 2026Q1: 15,127 shares 15,127 $1.76M 0.05% +8,631 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,015 shares; 2026Q1: 24,811 shares 24,811 $1.76M 0.05% +11,796 Timeline XBJA 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: 56,303 shares; 2024Q4: 52,400 shares; 2025Q1: 52,400 shares; 2025Q2: 57,061 shares; 2025Q3: 57,061 shares; 2025Q4: 56,106 shares; 2026Q1: 56,106 shares 56,106 $1.75M 0.05% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,431 shares; 2024Q4: 9,715 shares; 2025Q1: 8,950 shares; 2025Q2: 8,388 shares; 2025Q3: 8,212 shares; 2025Q4: 8,607 shares; 2026Q1: 8,834 shares 8,834 $1.75M 0.05% +227 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: 179,303 shares; 2024Q4: 548,544 shares; 2025Q1: 571,440 shares; 2025Q2: 565,172 shares; 2025Q3: 578,116 shares; 2025Q4: 61,242 shares; 2026Q1: 56,739 shares 56,739 $1.74M 0.05% -4,503 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,564 shares; 2024Q4: 6,583 shares; 2025Q1: 5,916 shares; 2025Q2: 6,115 shares; 2025Q3: 6,010 shares; 2025Q4: 5,790 shares; 2026Q1: 5,301 shares 5,301 $1.73M 0.05% -489 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: 18,307 shares; 2024Q4: 17,849 shares; 2025Q1: 19,174 shares; 2025Q2: 18,460 shares; 2025Q3: 18,342 shares; 2025Q4: 14,799 shares; 2026Q1: 12,656 shares 12,656 $1.72M 0.05% -2,143 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,387 shares; 2024Q4: 4,740 shares; 2025Q1: 4,597 shares; 2025Q2: 3,957 shares; 2025Q3: 3,831 shares; 2025Q4: 3,918 shares; 2026Q1: 3,833 shares 3,833 $1.71M 0.05% -85 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,697 shares; 2024Q4: 15,658 shares; 2025Q1: 24,785 shares; 2025Q2: 18,022 shares; 2025Q3: 18,558 shares; 2025Q4: 33,561 shares; 2026Q1: 30,796 shares 30,796 $1.71M 0.05% -2,765 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: 17,772 shares; 2024Q4: 17,154 shares; 2025Q1: 17,331 shares; 2025Q2: 15,659 shares; 2025Q3: 15,769 shares; 2025Q4: 15,417 shares; 2026Q1: 15,315 shares 15,315 $1.69M 0.04% -102 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,973 shares; 2024Q4: 13,010 shares; 2025Q1: 13,179 shares; 2025Q2: 11,780 shares; 2025Q3: 11,505 shares; 2025Q4: 11,514 shares; 2026Q1: 11,431 shares 11,431 $1.69M 0.04% -83 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: 6,034 shares; 2024Q4: 6,839 shares; 2025Q1: 7,076 shares; 2025Q2: 7,228 shares; 2025Q3: 7,101 shares; 2025Q4: 7,498 shares; 2026Q1: 7,433 shares 7,433 $1.67M 0.04% -65 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,684 shares; 2024Q4: 11,745 shares; 2025Q1: 11,850 shares; 2025Q2: 10,991 shares; 2025Q3: 10,970 shares; 2025Q4: 10,660 shares; 2026Q1: 9,204 shares 9,204 $1.66M 0.04% -1,456 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: 47,781 shares; 2024Q4: 39,751 shares; 2025Q1: 33,958 shares; 2025Q2: 31,867 shares; 2025Q3: 32,179 shares; 2025Q4: 33,551 shares; 2026Q1: 37,578 shares 37,578 $1.66M 0.04% +4,027 Timeline FCOM 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: 26,694 shares; 2024Q4: 26,867 shares; 2025Q1: 26,660 shares; 2025Q2: 24,646 shares; 2025Q3: 24,609 shares; 2025Q4: 24,570 shares; 2026Q1: 24,239 shares 24,239 $1.65M 0.04% -331 Timeline AFSM 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: 16,485 shares; 2024Q4: 25,909 shares; 2025Q1: 32,361 shares; 2025Q2: 33,009 shares; 2025Q3: 36,146 shares; 2025Q4: 39,237 shares; 2026Q1: 50,189 shares 50,189 $1.65M 0.04% +10,952 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: 8,266 shares; 2024Q4: 7,965 shares; 2025Q1: 9,165 shares; 2025Q2: 8,727 shares; 2025Q3: 8,727 shares; 2025Q4: 8,850 shares; 2026Q1: 8,931 shares 8,931 $1.65M 0.04% +81 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,702 shares; 2024Q4: 20,902 shares; 2025Q1: 20,902 shares; 2025Q2: 22,442 shares; 2025Q3: 16,066 shares; 2025Q4: 27,601 shares; 2026Q1: 34,179 shares 34,179 $1.64M 0.04% +6,578 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,914 shares; 2024Q4: 3,713 shares; 2025Q1: 4,964 shares; 2025Q2: 4,822 shares; 2025Q3: 4,608 shares; 2025Q4: 5,238 shares; 2026Q1: 5,074 shares 5,074 $1.64M 0.04% -164 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,490 shares; 2024Q4: 1,306 shares; 2025Q1: 1,302 shares; 2025Q2: 1,302 shares; 2025Q3: 1,301 shares; 2025Q4: 1,292 shares; 2026Q1: 1,296 shares 1,296 $1.63M 0.04% +4 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: 27,066 shares; 2024Q4: 27,066 shares; 2025Q1: 24,889 shares; 2025Q2: 24,757 shares; 2025Q3: 23,703 shares; 2025Q4: 24,033 shares; 2026Q1: 24,584 shares 24,584 $1.63M 0.04% +551 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,843 shares; 2024Q4: 18,063 shares; 2025Q1: 16,701 shares; 2025Q2: 14,889 shares; 2025Q3: 14,889 shares; 2025Q4: 14,729 shares; 2026Q1: 15,834 shares 15,834 $1.63M 0.04% +1,105 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,972 shares; 2024Q4: 35,972 shares; 2025Q1: 35,267 shares; 2025Q2: 35,267 shares; 2025Q3: 33,391 shares; 2025Q4: 33,391 shares; 2026Q1: 33,391 shares 33,391 $1.63M 0.04% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,939 shares; 2024Q4: 2,038 shares; 2025Q1: 1,987 shares; 2025Q2: 1,975 shares; 2025Q3: 4,987 shares; 2025Q4: 5,868 shares; 2026Q1: 5,392 shares 5,392 $1.63M 0.04% -476 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,890 shares; 2024Q4: 23,501 shares; 2025Q1: 18,929 shares; 2025Q2: 18,881 shares; 2025Q3: 18,789 shares; 2025Q4: 19,644 shares; 2026Q1: 20,493 shares 20,493 $1.61M 0.04% +849 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,544 shares; 2024Q4: 19,183 shares; 2025Q1: 19,957 shares; 2025Q2: 20,238 shares; 2025Q3: 22,260 shares; 2025Q4: 23,282 shares; 2026Q1: 25,950 shares 25,950 $1.6M 0.04% +2,668 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,216 shares; 2024Q4: 18,959 shares; 2025Q1: 17,712 shares; 2025Q2: 20,105 shares; 2025Q3: 30,547 shares; 2025Q4: 30,840 shares; 2026Q1: 28,065 shares 28,065 $1.6M 0.04% -2,775 Timeline BSEP 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: 39,346 shares; 2024Q4: 32,001 shares; 2025Q1: 32,001 shares; 2025Q2: 32,001 shares; 2025Q3: 32,976 shares; 2025Q4: 32,976 shares; 2026Q1: 32,976 shares 32,976 $1.59M 0.04% 0 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,082 shares; 2024Q4: 23,167 shares; 2025Q1: 22,898 shares; 2025Q2: 22,450 shares; 2025Q3: 22,820 shares; 2025Q4: 22,879 shares; 2026Q1: 22,545 shares 22,545 $1.58M 0.04% -334 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: 89,604 shares; 2024Q4: 80,827 shares; 2025Q1: 77,015 shares; 2025Q2: 69,256 shares; 2025Q3: 70,175 shares; 2025Q4: 72,144 shares; 2026Q1: 81,355 shares 81,355 $1.57M 0.04% +9,211 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,716 shares; 2026Q1: 15,564 shares 15,564 $1.57M 0.04% +5,848 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: 33,200 shares; 2024Q4: 34,058 shares; 2025Q1: 33,060 shares; 2025Q2: 27,185 shares; 2025Q3: 25,528 shares; 2025Q4: 27,169 shares; 2026Q1: 24,985 shares 24,985 $1.56M 0.04% -2,184 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: 14,352 shares; 2024Q4: 14,308 shares; 2025Q1: 14,684 shares; 2025Q2: 14,262 shares; 2025Q3: 14,264 shares; 2025Q4: 14,465 shares; 2026Q1: 14,710 shares 14,710 $1.56M 0.04% +245 Timeline RWR 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: 14,366 shares; 2024Q4: 14,560 shares; 2025Q1: 12,273 shares; 2025Q2: 12,155 shares; 2025Q3: 12,454 shares; 2025Q4: 14,150 shares; 2026Q1: 15,349 shares 15,349 $1.55M 0.04% +1,199 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,830 shares; 2024Q4: 1,956 shares; 2025Q1: 1,854 shares; 2025Q2: 1,910 shares; 2025Q3: 1,974 shares; 2025Q4: 1,940 shares; 2026Q1: 2,117 shares 2,117 $1.55M 0.04% +177 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,318 shares; 2024Q4: 49,433 shares; 2025Q1: 42,480 shares; 2025Q2: 35,229 shares; 2025Q3: 37,834 shares; 2025Q4: 60,555 shares; 2026Q1: 40,693 shares 40,693 $1.55M 0.04% -19,862 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,742 shares; 2024Q4: 3,844 shares; 2025Q1: 4,061 shares; 2025Q2: 4,014 shares; 2025Q3: 3,366 shares; 2025Q4: 4,171 shares; 2026Q1: 4,429 shares 4,429 $1.53M 0.04% +258 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: 5,298 shares; 2024Q4: 5,315 shares; 2025Q1: 5,075 shares; 2025Q2: 5,075 shares; 2025Q3: 5,083 shares; 2025Q4: 5,098 shares; 2026Q1: 5,106 shares 5,106 $1.53M 0.04% +8 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: 23,511 shares; 2024Q4: 26,421 shares; 2025Q1: 20,072 shares; 2025Q2: 12,160 shares; 2025Q3: 11,283 shares; 2025Q4: 11,460 shares; 2026Q1: 10,292 shares 10,292 $1.52M 0.04% -1,168 Timeline KBR KBR INC More: the full row for KBR 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: 10,511 shares; 2025Q4: 10,703 shares; 2026Q1: 41,063 shares 41,063 $1.52M 0.04% +30,360 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: 35,520 shares; 2024Q4: 28,629 shares; 2025Q1: 27,332 shares; 2025Q2: 23,709 shares; 2025Q3: 22,882 shares; 2025Q4: 21,791 shares; 2026Q1: 18,965 shares 18,965 $1.52M 0.04% -2,826 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,324 shares; 2024Q4: 3,719 shares; 2025Q1: 3,579 shares; 2025Q2: 6,755 shares; 2025Q3: 9,195 shares; 2025Q4: 8,531 shares; 2026Q1: 9,551 shares 9,551 $1.5M 0.04% +1,020 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: 9,147 shares; 2024Q4: 8,963 shares; 2025Q1: 8,336 shares; 2025Q2: 10,646 shares; 2025Q3: 10,335 shares; 2025Q4: 9,554 shares; 2026Q1: 8,209 shares 8,209 $1.5M 0.04% -1,345 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 492 shares; 2024Q4: 491 shares; 2025Q1: 503 shares; 2025Q2: 459 shares; 2025Q3: 460 shares; 2025Q4: 477 shares; 2026Q1: 440 shares 440 $1.49M 0.04% -37 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: 82,120 shares; 2024Q4: 79,756 shares; 2025Q1: 85,126 shares; 2025Q2: 83,102 shares; 2025Q3: 81,681 shares; 2025Q4: 90,543 shares; 2026Q1: 85,868 shares 85,868 $1.47M 0.04% -4,675 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: 12,043 shares; 2024Q4: 11,706 shares; 2025Q1: 11,571 shares; 2025Q2: 25,626 shares; 2025Q3: 25,415 shares; 2025Q4: 21,860 shares; 2026Q1: 31,507 shares 31,507 $1.46M 0.04% +9,647 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,595 shares; 2024Q4: 104,608 shares; 2025Q1: 56,992 shares; 2025Q2: 51,153 shares; 2025Q3: 20,630 shares; 2025Q4: 20,432 shares; 2026Q1: 13,105 shares 13,105 $1.46M 0.04% -7,327 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,271 shares; 2024Q4: 6,676 shares; 2025Q1: 6,359 shares; 2025Q2: 7,196 shares; 2025Q3: 7,466 shares; 2025Q4: 7,274 shares; 2026Q1: 6,972 shares 6,972 $1.46M 0.04% -302 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: 12,997 shares; 2024Q4: 14,597 shares; 2025Q1: 16,119 shares; 2025Q2: 13,529 shares; 2025Q3: 14,130 shares; 2025Q4: 14,706 shares; 2026Q1: 15,105 shares 15,105 $1.45M 0.04% +399 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,834 shares; 2024Q4: 19,933 shares; 2025Q1: 15,194 shares; 2025Q2: 11,039 shares; 2025Q3: 7,108 shares; 2025Q4: 7,249 shares; 2026Q1: 7,059 shares 7,059 $1.44M 0.04% -190 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,065 shares; 2024Q4: 9,798 shares; 2025Q1: 9,493 shares; 2025Q2: 9,403 shares; 2025Q3: 8,426 shares; 2025Q4: 8,610 shares; 2026Q1: 8,006 shares 8,006 $1.44M 0.04% -604 Timeline DWAS 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: 17,960 shares; 2024Q4: 19,185 shares; 2025Q1: 16,941 shares; 2025Q2: 15,954 shares; 2025Q3: 13,943 shares; 2025Q4: 13,642 shares; 2026Q1: 14,608 shares 14,608 $1.44M 0.04% +966 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,643 shares; 2024Q4: 6,702 shares; 2025Q1: 6,740 shares; 2025Q2: 6,243 shares; 2025Q3: 7,140 shares; 2025Q4: 6,661 shares; 2026Q1: 7,129 shares 7,129 $1.43M 0.04% +468 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,533 shares; 2024Q4: 9,804 shares; 2025Q1: 14,626 shares; 2025Q2: 12,297 shares; 2025Q3: 11,843 shares; 2025Q4: 11,858 shares; 2026Q1: 12,017 shares 12,017 $1.43M 0.04% +159 Timeline XBAP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,420 shares; 2024Q4: 43,455 shares; 2025Q1: 42,875 shares; 2025Q2: 42,875 shares; 2025Q3: 42,875 shares; 2025Q4: 42,875 shares; 2026Q1: 36,310 shares 36,310 $1.42M 0.04% -6,565 Timeline BNOV 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: 13,765 shares; 2024Q4: 15,763 shares; 2025Q1: 15,763 shares; 2025Q2: 15,763 shares; 2025Q3: 15,763 shares; 2025Q4: 25,181 shares; 2026Q1: 32,964 shares 32,964 $1.42M 0.04% +7,783 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,748 shares; 2024Q4: 36,451 shares; 2025Q1: 36,633 shares; 2025Q2: 35,856 shares; 2025Q3: 33,629 shares; 2025Q4: 33,564 shares; 2026Q1: 33,889 shares 33,889 $1.42M 0.04% +325 Timeline ESGV 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: 12,797 shares; 2024Q4: 12,596 shares; 2025Q1: 12,602 shares; 2025Q2: 12,870 shares; 2025Q3: 12,883 shares; 2025Q4: 12,726 shares; 2026Q1: 12,610 shares 12,610 $1.42M 0.04% -116 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,481 shares; 2024Q4: 9,345 shares; 2025Q1: 11,172 shares; 2025Q2: 11,143 shares; 2025Q3: 12,037 shares; 2025Q4: 12,932 shares; 2026Q1: 16,674 shares 16,674 $1.41M 0.04% +3,742 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: 40,105 shares; 2024Q4: 40,051 shares; 2025Q1: 40,919 shares; 2025Q2: 30,911 shares; 2025Q3: 30,211 shares; 2025Q4: 31,863 shares; 2026Q1: 27,550 shares 27,550 $1.4M 0.04% -4,313 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: 7,933 shares; 2024Q4: 9,208 shares; 2025Q1: 9,514 shares; 2025Q2: 9,533 shares; 2025Q3: 9,091 shares; 2025Q4: 9,128 shares; 2026Q1: 8,446 shares 8,446 $1.4M 0.04% -682 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: 30,124 shares; 2024Q4: 26,825 shares; 2025Q1: 35,591 shares; 2025Q2: 28,789 shares; 2025Q3: 28,099 shares; 2025Q4: 24,192 shares; 2026Q1: 26,121 shares 26,121 $1.39M 0.04% +1,929 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,470 shares; 2024Q4: 19,458 shares; 2025Q1: 13,179 shares; 2025Q2: 12,892 shares; 2025Q3: 12,068 shares; 2025Q4: 14,855 shares; 2026Q1: 15,002 shares 15,002 $1.38M 0.04% +147 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,650 shares; 2024Q4: 31,650 shares; 2025Q1: 30,397 shares; 2025Q2: 28,818 shares; 2025Q3: 26,936 shares; 2025Q4: 26,360 shares; 2026Q1: 26,281 shares 26,281 $1.38M 0.04% -79 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,083 shares; 2024Q4: 18,835 shares; 2025Q1: 16,933 shares; 2025Q2: 15,994 shares; 2025Q3: 14,564 shares; 2025Q4: 14,105 shares; 2026Q1: 14,055 shares 14,055 $1.37M 0.04% -50 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,239 shares; 2024Q4: 6,905 shares; 2025Q1: 6,102 shares; 2025Q2: 5,704 shares; 2025Q3: 5,306 shares; 2025Q4: 5,361 shares; 2026Q1: 4,849 shares 4,849 $1.37M 0.04% -512 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,838 shares; 2024Q4: 15,460 shares; 2025Q1: 15,285 shares; 2025Q2: 15,133 shares; 2025Q3: 17,218 shares; 2025Q4: 17,072 shares; 2026Q1: 17,103 shares 17,103 $1.37M 0.04% +31 Timeline FEZ 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: 18,710 shares; 2024Q4: 16,824 shares; 2025Q1: 17,920 shares; 2025Q2: 22,322 shares; 2025Q3: 20,500 shares; 2025Q4: 20,917 shares; 2026Q1: 21,957 shares 21,957 $1.36M 0.04% +1,040 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,970 shares; 2024Q4: 9,654 shares; 2025Q1: 9,864 shares; 2025Q2: 9,919 shares; 2025Q3: 9,365 shares; 2025Q4: 9,405 shares; 2026Q1: 7,170 shares 7,170 $1.36M 0.04% -2,235 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,554 shares; 2025Q1: 14,424 shares; 2025Q2: 9,479 shares; 2025Q3: 8,983 shares; 2025Q4: 5,742 shares; 2026Q1: 12,423 shares 12,423 $1.36M 0.04% +6,681 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,101 shares; 2024Q4: 14,156 shares; 2025Q1: 13,674 shares; 2025Q2: 13,672 shares; 2025Q3: 13,602 shares; 2025Q4: 13,905 shares; 2026Q1: 13,624 shares 13,624 $1.35M 0.04% -281 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,791 shares; 2024Q4: 89,356 shares; 2025Q1: 90,131 shares; 2025Q2: 90,596 shares; 2025Q3: 91,693 shares; 2025Q4: 96,231 shares; 2026Q1: 94,117 shares 94,117 $1.35M 0.04% -2,114 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,358 shares; 2024Q4: 20,366 shares; 2025Q1: 20,263 shares; 2025Q2: 18,809 shares; 2025Q3: 18,990 shares; 2025Q4: 18,874 shares; 2026Q1: 18,593 shares 18,593 $1.35M 0.04% -281 Timeline EYLD 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: 30,159 shares; 2024Q4: 30,159 shares; 2025Q1: 30,159 shares; 2025Q2: 30,159 shares; 2025Q3: 30,797 shares; 2025Q4: 30,875 shares; 2026Q1: 32,298 shares 32,298 $1.34M 0.04% +1,423 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,746 shares; 2024Q4: 37,404 shares; 2025Q1: 36,414 shares; 2025Q2: 35,319 shares; 2025Q3: 34,858 shares; 2025Q4: 35,142 shares; 2026Q1: 33,999 shares 33,999 $1.33M 0.04% -1,143 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: 23,399 shares; 2024Q4: 14,262 shares; 2025Q1: 13,839 shares; 2025Q2: 14,602 shares; 2025Q3: 14,579 shares; 2025Q4: 29,731 shares; 2026Q1: 28,240 shares 28,240 $1.33M 0.04% -1,491 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: 19,728 shares; 2024Q4: 19,122 shares; 2025Q1: 19,337 shares; 2025Q2: 19,223 shares; 2025Q3: 15,910 shares; 2025Q4: 15,533 shares; 2026Q1: 14,953 shares 14,953 $1.33M 0.04% -580 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: 83,184 shares; 2024Q4: 36,076 shares; 2025Q1: 33,580 shares; 2025Q2: 25,352 shares; 2025Q3: 21,002 shares; 2025Q4: 22,478 shares; 2026Q1: 21,568 shares 21,568 $1.33M 0.04% -910 Timeline IDVO 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: 11,059 shares; 2025Q3: 13,408 shares; 2025Q4: 18,617 shares; 2026Q1: 32,743 shares 32,743 $1.33M 0.04% +14,126 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,543 shares; 2024Q4: 24,428 shares; 2025Q1: 24,278 shares; 2025Q2: 24,080 shares; 2025Q3: 24,554 shares; 2025Q4: 27,091 shares; 2026Q1: 28,629 shares 28,629 $1.32M 0.03% +1,538 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,765 shares; 2024Q4: 8,496 shares; 2025Q1: 8,452 shares; 2025Q2: 8,459 shares; 2025Q3: 8,451 shares; 2025Q4: 8,251 shares; 2026Q1: 8,125 shares 8,125 $1.32M 0.03% -126 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: 1,320 shares; 2024Q4: 1,324 shares; 2025Q1: 1,231 shares; 2025Q2: 13,603 shares; 2025Q3: 13,282 shares; 2025Q4: 12,474 shares; 2026Q1: 14,245 shares 14,245 $1.31M 0.03% +1,771 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,633 shares; 2024Q4: 1,942 shares; 2025Q1: 1,818 shares; 2025Q2: 1,552 shares; 2025Q3: 1,558 shares; 2025Q4: 1,186 shares; 2026Q1: 1,200 shares 1,200 $1.31M 0.03% +14 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,912 shares; 2024Q4: 6,796 shares; 2025Q1: 5,622 shares; 2025Q2: 5,309 shares; 2025Q3: 5,072 shares; 2025Q4: 5,009 shares; 2026Q1: 5,487 shares 5,487 $1.31M 0.03% +478 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,292 shares; 2024Q4: 6,188 shares; 2025Q1: 6,732 shares; 2025Q2: 6,472 shares; 2025Q3: 4,257 shares; 2025Q4: 5,328 shares; 2026Q1: 6,684 shares 6,684 $1.31M 0.03% +1,356 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: 28,996 shares; 2024Q4: 28,714 shares; 2025Q1: 27,852 shares; 2025Q2: 26,946 shares; 2025Q3: 25,454 shares; 2025Q4: 25,122 shares; 2026Q1: 24,862 shares 24,862 $1.3M 0.03% -260 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,150 shares; 2024Q4: 13,780 shares; 2025Q1: 17,839 shares; 2025Q2: 19,415 shares; 2025Q3: 20,707 shares; 2025Q4: 23,630 shares; 2026Q1: 20,438 shares 20,438 $1.3M 0.03% -3,192 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,367 shares; 2024Q4: 152,104 shares; 2025Q1: 79,597 shares; 2025Q2: 76,685 shares; 2025Q3: 72,014 shares; 2025Q4: 70,245 shares; 2026Q1: 29,815 shares 29,815 $1.3M 0.03% -40,430 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,671 shares; 2024Q4: 11,490 shares; 2025Q1: 11,781 shares; 2025Q2: 11,568 shares; 2025Q3: 11,014 shares; 2025Q4: 10,181 shares; 2026Q1: 11,058 shares 11,058 $1.3M 0.03% +877 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,435 shares; 2024Q4: 6,192 shares; 2025Q1: 22,459 shares; 2025Q2: 22,551 shares; 2025Q3: 27,273 shares; 2025Q4: 4,243 shares; 2026Q1: 4,441 shares 4,441 $1.29M 0.03% +198 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: 9,166 shares; 2024Q4: 11,008 shares; 2025Q1: 10,118 shares; 2025Q2: 10,564 shares; 2025Q3: 12,614 shares; 2025Q4: 16,581 shares; 2026Q1: 13,217 shares 13,217 $1.29M 0.03% -3,364 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,142 shares; 2024Q4: 27,676 shares; 2025Q1: 26,538 shares; 2025Q2: 25,423 shares; 2025Q3: 28,175 shares; 2025Q4: 29,715 shares; 2026Q1: 33,376 shares 33,376 $1.28M 0.03% +3,661 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,100 shares; 2024Q4: 12,067 shares; 2025Q1: 11,938 shares; 2025Q2: 11,696 shares; 2025Q3: 11,036 shares; 2025Q4: 16,392 shares; 2026Q1: 16,116 shares 16,116 $1.28M 0.03% -276 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: 9,517 shares; 2024Q4: 11,042 shares; 2025Q1: 9,818 shares; 2025Q2: 6,206 shares; 2025Q3: 4,402 shares; 2025Q4: 5,789 shares; 2026Q1: 7,776 shares 7,776 $1.28M 0.03% +1,987 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: 22,603 shares; 2024Q4: 21,592 shares; 2025Q1: 21,555 shares; 2025Q2: 23,340 shares; 2025Q3: 23,977 shares; 2025Q4: 23,731 shares; 2026Q1: 23,497 shares 23,497 $1.27M 0.03% -234 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,694 shares; 2024Q4: 8,639 shares; 2025Q1: 9,712 shares; 2025Q2: 9,205 shares; 2025Q3: 8,622 shares; 2025Q4: 9,483 shares; 2026Q1: 9,664 shares 9,664 $1.27M 0.03% +181 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,599 shares; 2024Q4: 2,652 shares; 2025Q1: 2,291 shares; 2025Q2: 2,317 shares; 2025Q3: 3,283 shares; 2025Q4: 4,278 shares; 2026Q1: 5,057 shares 5,057 $1.27M 0.03% +779 Timeline XBJL 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: 48,879 shares; 2024Q4: 35,079 shares; 2025Q1: 35,079 shares; 2025Q2: 33,234 shares; 2025Q3: 36,299 shares; 2025Q4: 35,633 shares; 2026Q1: 33,243 shares 33,243 $1.26M 0.03% -2,390 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,600 shares; 2026Q1: 18,221 shares 18,221 $1.25M 0.03% +14,621 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,539 shares; 2024Q4: 1,905 shares; 2025Q1: 2,132 shares; 2025Q2: 2,118 shares; 2025Q3: 2,510 shares; 2025Q4: 2,225 shares; 2026Q1: 2,383 shares 2,383 $1.25M 0.03% +158 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: 1,783 shares; 2024Q4: 1,792 shares; 2025Q1: 1,870 shares; 2025Q2: 2,214 shares; 2025Q3: 2,200 shares; 2025Q4: 3,096 shares; 2026Q1: 3,460 shares 3,460 $1.24M 0.03% +364 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,748 shares; 2026Q1: 37,085 shares 37,085 $1.24M 0.03% +12,337 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,444 shares; 2024Q4: 6,602 shares; 2025Q1: 6,240 shares; 2025Q2: 7,723 shares; 2025Q3: 7,769 shares; 2025Q4: 7,234 shares; 2026Q1: 7,571 shares 7,571 $1.24M 0.03% +337 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: 27,464 shares; 2024Q4: 25,129 shares; 2025Q1: 25,179 shares; 2025Q2: 25,659 shares; 2025Q3: 24,392 shares; 2025Q4: 23,123 shares; 2026Q1: 24,369 shares 24,369 $1.23M 0.03% +1,246 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,445 shares; 2024Q4: 4,818 shares; 2025Q1: 4,214 shares; 2025Q2: 3,652 shares; 2025Q3: 3,707 shares; 2025Q4: 3,000 shares; 2026Q1: 2,890 shares 2,890 $1.23M 0.03% -110 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,450 shares; 2024Q4: 12,263 shares; 2025Q1: 12,263 shares; 2025Q2: 11,513 shares; 2025Q3: 11,455 shares; 2025Q4: 11,397 shares; 2026Q1: 11,397 shares 11,397 $1.23M 0.03% 0 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: 8,887 shares; 2024Q4: 8,994 shares; 2025Q1: 32,887 shares; 2025Q2: 25,192 shares; 2025Q3: 23,567 shares; 2025Q4: 23,594 shares; 2026Q1: 23,167 shares 23,167 $1.22M 0.03% -427 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,260 shares; 2024Q4: 22,220 shares; 2025Q1: 21,634 shares; 2025Q2: 21,619 shares; 2025Q3: 21,415 shares; 2025Q4: 18,542 shares; 2026Q1: 18,542 shares 18,542 $1.22M 0.03% 0 Timeline BMAR 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: 24,404 shares; 2024Q4: 24,404 shares; 2025Q1: 27,119 shares; 2025Q2: 27,119 shares; 2025Q3: 27,119 shares; 2025Q4: 27,115 shares; 2026Q1: 23,176 shares 23,176 $1.22M 0.03% -3,939 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,616 shares; 2024Q4: 10,311 shares; 2025Q1: 9,672 shares; 2025Q2: 9,444 shares; 2025Q3: 8,931 shares; 2025Q4: 8,489 shares; 2026Q1: 7,083 shares 7,083 $1.21M 0.03% -1,406 Timeline FYLD 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: 10,002 shares; 2024Q4: 10,002 shares; 2025Q1: 11,118 shares; 2025Q2: 10,695 shares; 2025Q3: 15,275 shares; 2025Q4: 15,452 shares; 2026Q1: 32,436 shares 32,436 $1.21M 0.03% +16,984 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: 8,293 shares; 2024Q4: 8,075 shares; 2025Q1: 9,786 shares; 2025Q2: 7,047 shares; 2025Q3: 7,975 shares; 2025Q4: 8,354 shares; 2026Q1: 10,438 shares 10,438 $1.21M 0.03% +2,084 Timeline FIDU 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: 16,567 shares; 2024Q4: 16,263 shares; 2025Q1: 15,701 shares; 2025Q2: 15,045 shares; 2025Q3: 15,052 shares; 2025Q4: 13,954 shares; 2026Q1: 13,917 shares 13,917 $1.2M 0.03% -37 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,485 shares; 2024Q4: 9,624 shares; 2025Q1: 9,360 shares; 2025Q2: 9,426 shares; 2025Q3: 9,032 shares; 2025Q4: 9,198 shares; 2026Q1: 8,720 shares 8,720 $1.19M 0.03% -478 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: 14,505 shares; 2024Q4: 14,790 shares; 2025Q1: 15,260 shares; 2025Q2: 15,180 shares; 2025Q3: 15,038 shares; 2025Q4: 15,544 shares; 2026Q1: 15,544 shares 15,544 $1.17M 0.03% 0 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: 6,216 shares; 2024Q4: 6,337 shares; 2025Q1: 5,843 shares; 2025Q2: 5,816 shares; 2025Q3: 5,839 shares; 2025Q4: 5,910 shares; 2026Q1: 6,939 shares 6,939 $1.17M 0.03% +1,029 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: 9,533 shares; 2024Q4: 9,533 shares; 2025Q1: 8,994 shares; 2025Q2: 8,993 shares; 2025Q3: 9,109 shares; 2025Q4: 9,108 shares; 2026Q1: 9,109 shares 9,109 $1.17M 0.03% +1 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,793 shares; 2024Q4: 18,669 shares; 2025Q1: 15,211 shares; 2025Q2: 14,098 shares; 2025Q3: 13,971 shares; 2025Q4: 14,969 shares; 2026Q1: 13,931 shares 13,931 $1.17M 0.03% -1,038 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,722 shares; 2024Q4: 20,699 shares; 2025Q1: 20,468 shares; 2025Q2: 19,712 shares; 2025Q3: 19,812 shares; 2025Q4: 19,233 shares; 2026Q1: 24,160 shares 24,160 $1.16M 0.03% +4,927 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,645 shares; 2024Q4: 3,748 shares; 2025Q1: 4,747 shares; 2025Q2: 4,405 shares; 2025Q3: 5,343 shares; 2025Q4: 3,893 shares; 2026Q1: 3,914 shares 3,914 $1.16M 0.03% +21 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,597 shares; 2024Q4: 1,626 shares; 2025Q1: 1,501 shares; 2025Q2: 1,535 shares; 2025Q3: 1,544 shares; 2025Q4: 1,485 shares; 2026Q1: 1,703 shares 1,703 $1.16M 0.03% +218 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,093 shares; 2024Q4: 9,087 shares; 2025Q1: 9,525 shares; 2025Q2: 9,555 shares; 2025Q3: 10,381 shares; 2025Q4: 10,244 shares; 2026Q1: 12,444 shares 12,444 $1.15M 0.03% +2,200 Timeline BILZ 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: 15,481 shares; 2024Q4: 15,481 shares; 2025Q1: 15,481 shares; 2025Q2: 14,788 shares; 2025Q3: 12,797 shares; 2025Q4: 12,797 shares; 2026Q1: 11,339 shares 11,339 $1.14M 0.03% -1,458 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,908 shares; 2024Q4: 49,709 shares; 2025Q1: 49,709 shares; 2025Q2: 49,715 shares; 2025Q3: 49,435 shares; 2025Q4: 49,543 shares; 2026Q1: 49,582 shares 49,582 $1.14M 0.03% +39 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,177 shares; 2024Q4: 14,709 shares; 2025Q1: 15,569 shares; 2025Q2: 15,062 shares; 2025Q3: 11,727 shares; 2025Q4: 11,802 shares; 2026Q1: 12,228 shares 12,228 $1.14M 0.03% +426 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,331 shares; 2024Q4: 5,023 shares; 2025Q1: 4,287 shares; 2025Q2: 26,593 shares; 2025Q3: 11,883 shares; 2025Q4: 10,628 shares; 2026Q1: 13,465 shares 13,465 $1.14M 0.03% +2,837 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: 11,480 shares; 2024Q4: 11,108 shares; 2025Q1: 12,325 shares; 2025Q2: 15,564 shares; 2025Q3: 16,438 shares; 2025Q4: 17,324 shares; 2026Q1: 22,438 shares 22,438 $1.14M 0.03% +5,114 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,345 shares; 2024Q4: 38,443 shares; 2025Q1: 39,217 shares; 2025Q2: 39,075 shares; 2025Q3: 39,350 shares; 2025Q4: 38,552 shares; 2026Q1: 37,880 shares 37,880 $1.13M 0.03% -672 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: 5,099 shares; 2024Q4: not reported; 2025Q1: 4,842 shares; 2025Q2: 5,165 shares; 2025Q3: 5,144 shares; 2025Q4: 9,561 shares; 2026Q1: 8,850 shares 8,850 $1.13M 0.03% -711 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,022 shares; 2024Q4: 34,706 shares; 2025Q1: 36,679 shares; 2025Q2: 35,632 shares; 2025Q3: 35,579 shares; 2025Q4: 63,998 shares; 2026Q1: 65,882 shares 65,882 $1.13M 0.03% +1,884 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,122 shares; 2024Q4: 36,466 shares; 2025Q1: 32,056 shares; 2025Q2: 40,713 shares; 2025Q3: 44,609 shares; 2025Q4: 34,176 shares; 2026Q1: 42,496 shares 42,496 $1.13M 0.03% +8,320 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: 5,985 shares; 2025Q1: 6,145 shares; 2025Q2: 28,124 shares; 2025Q3: 29,289 shares; 2025Q4: 30,189 shares; 2026Q1: 22,747 shares 22,747 $1.12M 0.03% -7,442 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: 18,688 shares; 2024Q4: 21,162 shares; 2025Q1: 23,783 shares; 2025Q2: 25,853 shares; 2025Q3: 26,720 shares; 2025Q4: 26,938 shares; 2026Q1: 28,474 shares 28,474 $1.12M 0.03% +1,536 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: 21,803 shares; 2024Q4: 21,412 shares; 2025Q1: 19,247 shares; 2025Q2: 16,347 shares; 2025Q3: 17,604 shares; 2025Q4: 19,387 shares; 2026Q1: 12,070 shares 12,070 $1.11M 0.03% -7,317 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: 7,895 shares; 2024Q4: 5,843 shares; 2025Q1: 5,169 shares; 2025Q2: 5,786 shares; 2025Q3: 5,203 shares; 2025Q4: 4,988 shares; 2026Q1: 5,937 shares 5,937 $1.11M 0.03% +949 Timeline PRDO PERDOCEO ED CORP More: the full row for PERDOCEO ED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,925 shares; 2024Q4: 19,981 shares; 2025Q1: 24,298 shares; 2025Q2: 24,223 shares; 2025Q3: 30,274 shares; 2025Q4: 36,927 shares; 2026Q1: 29,624 shares 29,624 $1.1M 0.03% -7,303 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,692 shares; 2024Q4: 7,748 shares; 2025Q1: 5,029 shares; 2025Q2: 4,291 shares; 2025Q3: 4,279 shares; 2025Q4: 3,879 shares; 2026Q1: 4,001 shares 4,001 $1.1M 0.03% +122 Timeline