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: 224,668 shares; 2024Q4: 242,720 shares; 2025Q1: 246,371 shares; 2025Q2: 208,042 shares; 2025Q3: 244,100 shares; 2025Q4: 242,143 shares; 2026Q1: 236,266 shares 236,266 $154M 5.27% -5,877 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: 745,604 shares; 2024Q4: 725,082 shares; 2025Q1: 712,087 shares; 2025Q2: 594,782 shares; 2025Q3: 610,637 shares; 2025Q4: 624,234 shares; 2026Q1: 611,808 shares 611,808 $107M 3.64% -12,426 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 529,850 shares; 2024Q4: 558,254 shares; 2025Q1: 500,240 shares; 2025Q2: 387,871 shares; 2025Q3: 383,855 shares; 2025Q4: 386,398 shares; 2026Q1: 383,388 shares 383,388 $97.3M 3.32% -3,010 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: 353,659 shares; 2024Q4: 373,585 shares; 2025Q1: 360,495 shares; 2025Q2: 308,004 shares; 2025Q3: 318,775 shares; 2025Q4: 332,348 shares; 2026Q1: 321,897 shares 321,897 $67M 2.29% -10,451 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: 256,385 shares; 2024Q4: 261,230 shares; 2025Q1: 259,723 shares; 2025Q2: 189,910 shares; 2025Q3: 199,451 shares; 2025Q4: 183,970 shares; 2026Q1: 182,388 shares 182,388 $52.4M 1.79% -1,582 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: 122,822 shares; 2024Q4: 126,581 shares; 2025Q1: 118,199 shares; 2025Q2: 90,731 shares; 2025Q3: 86,128 shares; 2025Q4: 83,787 shares; 2026Q1: 74,776 shares 74,776 $52.2M 1.78% -9,011 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: 174,907 shares; 2024Q4: 173,351 shares; 2025Q1: 183,077 shares; 2025Q2: 132,409 shares; 2025Q3: 136,166 shares; 2025Q4: 137,185 shares; 2026Q1: 132,070 shares 132,070 $48.9M 1.67% -5,115 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: 153,016 shares; 2024Q4: 145,041 shares; 2025Q1: 137,198 shares; 2025Q2: 1,888,940 shares; 2025Q3: 467,336 shares; 2025Q4: 454,080 shares; 2026Q1: 878,036 shares 878,036 $40.6M 1.38% +423,956 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: 87,351 shares; 2024Q4: 91,053 shares; 2025Q1: 89,952 shares; 2025Q2: 64,647 shares; 2025Q3: 63,005 shares; 2025Q4: 58,788 shares; 2026Q1: 57,430 shares 57,430 $37.3M 1.27% -1,358 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 33 shares; 2025Q3: 297,236 shares; 2025Q4: 290,762 shares; 2026Q1: 651,008 shares 651,008 $35M 1.19% +360,246 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: 61,153 shares; 2024Q4: 71,802 shares; 2025Q1: 71,117 shares; 2025Q2: 68,195 shares; 2025Q3: 100,661 shares; 2025Q4: 109,737 shares; 2026Q1: 108,209 shares 108,209 $33.5M 1.14% -1,528 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: 339,556 shares; 2024Q4: 333,654 shares; 2025Q1: 335,232 shares; 2025Q2: 294,737 shares; 2025Q3: 290,826 shares; 2025Q4: 288,846 shares; 2026Q1: 306,747 shares 306,747 $30.5M 1.04% +17,901 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: 66,566 shares; 2024Q4: 73,812 shares; 2025Q1: 70,896 shares; 2025Q2: 56,597 shares; 2025Q3: 57,391 shares; 2025Q4: 55,092 shares; 2026Q1: 53,056 shares 53,056 $30.4M 1.04% -2,036 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: 33,749 shares; 2024Q4: 34,417 shares; 2025Q1: 34,881 shares; 2025Q2: 26,321 shares; 2025Q3: 27,923 shares; 2025Q4: 28,400 shares; 2026Q1: 29,798 shares 29,798 $29.7M 1.01% +1,398 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: 92,480 shares; 2024Q4: 100,276 shares; 2025Q1: 98,534 shares; 2025Q2: 88,478 shares; 2025Q3: 93,254 shares; 2025Q4: 104,441 shares; 2026Q1: 100,409 shares 100,409 $28.8M 0.98% -4,032 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: 262,293 shares; 2024Q4: 310,111 shares; 2025Q1: 353,123 shares; 2025Q2: 295,411 shares; 2025Q3: 297,427 shares; 2025Q4: 311,718 shares; 2026Q1: 316,453 shares 316,453 $28.6M 0.98% +4,735 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: 158,196 shares; 2024Q4: 162,706 shares; 2025Q1: 161,329 shares; 2025Q2: 128,043 shares; 2025Q3: 120,927 shares; 2025Q4: 124,779 shares; 2026Q1: 121,373 shares 121,373 $25.6M 0.87% -3,406 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: 32,498 shares; 2024Q4: 32,947 shares; 2025Q1: 33,795 shares; 2025Q2: 27,265 shares; 2025Q3: 27,127 shares; 2025Q4: 27,719 shares; 2026Q1: 27,574 shares 27,574 $25.4M 0.87% -145 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,023,700 shares; 2024Q4: 2,203,675 shares; 2025Q1: 2,137,779 shares; 2025Q2: 1,690,544 shares; 2025Q3: 1,432,531 shares; 2025Q4: 516,002 shares; 2026Q1: 497,773 shares 497,773 $25.2M 0.86% -18,229 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: 63 shares; 2024Q4: 64 shares; 2025Q1: 475,044 shares; 2025Q2: 419,693 shares; 2025Q3: 415,375 shares; 2025Q4: 417,088 shares; 2026Q1: 531,041 shares 531,041 $25M 0.85% +113,953 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 584,168 shares; 2024Q4: 576,971 shares; 2025Q1: 584,688 shares; 2025Q2: 512,223 shares; 2025Q3: 506,457 shares; 2025Q4: 515,276 shares; 2026Q1: 547,955 shares 547,955 $25M 0.85% +32,679 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 766,668 shares; 2024Q4: 758,828 shares; 2025Q1: 770,189 shares; 2025Q2: 672,078 shares; 2025Q3: 663,909 shares; 2025Q4: 665,393 shares; 2026Q1: 714,369 shares 714,369 $24.1M 0.82% +48,976 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: not reported; 2024Q4: not reported; 2025Q1: 168,680 shares; 2025Q2: 149,155 shares; 2025Q3: 366,321 shares; 2025Q4: 368,113 shares; 2026Q1: 472,605 shares 472,605 $24M 0.82% +104,492 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: 725,195 shares; 2024Q4: 758,127 shares; 2025Q1: 821,721 shares; 2025Q2: 668,736 shares; 2025Q3: 563,548 shares; 2025Q4: 542,114 shares; 2026Q1: 482,086 shares 482,086 $23.8M 0.81% -60,028 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: 34,325 shares; 2024Q4: 32,119 shares; 2025Q1: 51,739 shares; 2025Q2: 35,206 shares; 2025Q3: 39,897 shares; 2025Q4: 41,442 shares; 2026Q1: 39,773 shares 39,773 $23.8M 0.81% -1,669 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: 197,914 shares; 2024Q4: 203,899 shares; 2025Q1: 205,988 shares; 2025Q2: 201,582 shares; 2025Q3: 200,577 shares; 2025Q4: 205,458 shares; 2026Q1: 209,739 shares 209,739 $23.7M 0.81% +4,281 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: 118,256 shares; 2024Q4: 119,907 shares; 2025Q1: 121,203 shares; 2025Q2: 119,413 shares; 2025Q3: 117,387 shares; 2025Q4: 114,767 shares; 2026Q1: 113,366 shares 113,366 $22.2M 0.76% -1,401 Timeline SSO 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: 115,995 shares; 2024Q4: 123,134 shares; 2025Q1: 140,152 shares; 2025Q2: 162,573 shares; 2025Q3: 171,209 shares; 2025Q4: 370,353 shares; 2026Q1: 419,892 shares 419,892 $21.8M 0.74% +49,539 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: 94,149 shares; 2024Q4: 95,060 shares; 2025Q1: 99,162 shares; 2025Q2: 66,519 shares; 2025Q3: 73,047 shares; 2025Q4: 74,497 shares; 2026Q1: 73,167 shares 73,167 $21.5M 0.73% -1,330 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,708 shares; 2024Q4: 207,999 shares; 2025Q1: 190,314 shares; 2025Q2: 154,672 shares; 2025Q3: 144,879 shares; 2025Q4: 141,683 shares; 2026Q1: 138,542 shares 138,542 $21.5M 0.73% -3,141 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: 120,781 shares; 2024Q4: 59,128 shares; 2025Q1: 59,558 shares; 2025Q2: 62,090 shares; 2025Q3: 84,754 shares; 2025Q4: 163,963 shares; 2026Q1: 156,938 shares 156,938 $20.9M 0.71% -7,025 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: 51,646 shares; 2024Q4: 51,496 shares; 2025Q1: 51,615 shares; 2025Q2: 51,033 shares; 2025Q3: 50,631 shares; 2025Q4: 50,277 shares; 2026Q1: 46,978 shares 46,978 $20M 0.68% -3,299 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: 31,648 shares; 2024Q4: 33,286 shares; 2025Q1: 36,742 shares; 2025Q2: 48,129 shares; 2025Q3: 31,684 shares; 2025Q4: 29,910 shares; 2026Q1: 31,138 shares 31,138 $18M 0.61% +1,228 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: 397,610 shares; 2024Q4: 343,179 shares; 2025Q1: 338,051 shares; 2025Q2: 269,687 shares; 2025Q3: 255,638 shares; 2025Q4: 263,178 shares; 2026Q1: 253,597 shares 253,597 $17.7M 0.6% -9,581 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240,495 shares; 2024Q4: 241,574 shares; 2025Q1: 248,379 shares; 2025Q2: 248,866 shares; 2025Q3: 246,449 shares; 2025Q4: 249,666 shares; 2026Q1: 248,067 shares 248,067 $17.6M 0.6% -1,599 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: 255,077 shares; 2024Q4: 259,618 shares; 2025Q1: 258,004 shares; 2025Q2: 205,050 shares; 2025Q3: 177,377 shares; 2025Q4: 175,550 shares; 2026Q1: 154,431 shares 154,431 $17.1M 0.58% -21,119 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: 49,340 shares; 2024Q4: 47,690 shares; 2025Q1: 38,628 shares; 2025Q2: 30,990 shares; 2025Q3: 33,238 shares; 2025Q4: 35,304 shares; 2026Q1: 34,185 shares 34,185 $17.1M 0.58% -1,119 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: 159,132 shares; 2024Q4: 168,961 shares; 2025Q1: 149,020 shares; 2025Q2: 140,278 shares; 2025Q3: 143,833 shares; 2025Q4: 141,862 shares; 2026Q1: 136,611 shares 136,611 $17M 0.58% -5,251 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: 20,308 shares; 2024Q4: 22,116 shares; 2025Q1: 20,923 shares; 2025Q2: 16,047 shares; 2025Q3: 16,523 shares; 2025Q4: 136,632 shares; 2026Q1: 169,057 shares 169,057 $16.3M 0.55% +32,425 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: 161,537 shares; 2024Q4: 169,562 shares; 2025Q1: 175,054 shares; 2025Q2: 141,095 shares; 2025Q3: 112,320 shares; 2025Q4: 107,837 shares; 2026Q1: 100,239 shares 100,239 $16.2M 0.55% -7,598 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 307,708 shares; 2025Q1: 317,204 shares; 2025Q2: 318,192 shares; 2025Q3: 315,003 shares; 2025Q4: 319,337 shares; 2026Q1: 325,948 shares 325,948 $15.8M 0.54% +6,611 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: 16,178 shares; 2024Q4: 12,917 shares; 2025Q1: 14,916 shares; 2025Q2: 10,730 shares; 2025Q3: 12,888 shares; 2025Q4: 21,725 shares; 2026Q1: 21,701 shares 21,701 $15.4M 0.52% -24 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: 383,197 shares; 2024Q4: 307,978 shares; 2025Q1: 300,863 shares; 2025Q2: 233,581 shares; 2025Q3: 224,176 shares; 2025Q4: 227,430 shares; 2026Q1: 219,671 shares 219,671 $15M 0.51% -7,759 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,632 shares; 2025Q4: 20,326 shares; 2026Q1: 19,144 shares 19,144 $13.5M 0.46% -1,182 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: 33,589 shares; 2024Q4: 31,216 shares; 2025Q1: 35,506 shares; 2025Q2: 519 shares; 2025Q3: 25,720 shares; 2025Q4: 21,921 shares; 2026Q1: 24,457 shares 24,457 $13.4M 0.46% +2,536 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: 65,153 shares; 2024Q4: 67,277 shares; 2025Q1: 66,800 shares; 2025Q2: 52,773 shares; 2025Q3: 43,348 shares; 2025Q4: 42,189 shares; 2026Q1: 37,281 shares 37,281 $13.4M 0.46% -4,908 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: 47,283 shares; 2024Q4: 24,754 shares; 2025Q1: 39,494 shares; 2025Q2: 33,945 shares; 2025Q3: 18,660 shares; 2025Q4: 12,805 shares; 2026Q1: 38,479 shares 38,479 $13.2M 0.45% +25,674 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,232 shares; 2024Q4: 10,129 shares; 2025Q1: 24,283 shares; 2025Q2: 28,941 shares; 2025Q3: 32,805 shares; 2025Q4: 30,434 shares; 2026Q1: 30,381 shares 30,381 $13.1M 0.45% -53 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: 12,065 shares; 2024Q4: 12,285 shares; 2025Q1: 11,062 shares; 2025Q2: 13,457 shares; 2025Q3: 10,467 shares; 2025Q4: 10,477 shares; 2026Q1: 8,756 shares 8,756 $12.9M 0.44% -1,721 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: 147,647 shares; 2024Q4: 147,300 shares; 2025Q1: 146,429 shares; 2025Q2: 140,465 shares; 2025Q3: 137,532 shares; 2025Q4: 133,051 shares; 2026Q1: 128,374 shares 128,374 $12.5M 0.43% -4,677 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: 55,666 shares; 2024Q4: 57,999 shares; 2025Q1: 62,291 shares; 2025Q2: 40,678 shares; 2025Q3: 40,182 shares; 2025Q4: 40,429 shares; 2026Q1: 40,318 shares 40,318 $12.2M 0.42% -111 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: 15,330 shares; 2024Q4: 21,921 shares; 2025Q1: 141,579 shares; 2025Q2: 95,579 shares; 2025Q3: 108,571 shares; 2025Q4: 143,426 shares; 2026Q1: 137,797 shares 137,797 $12.1M 0.41% -5,629 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,610 shares; 2024Q4: 145,846 shares; 2025Q1: 146,887 shares; 2025Q2: 127,772 shares; 2025Q3: 125,201 shares; 2025Q4: 124,741 shares; 2026Q1: 129,134 shares 129,134 $12.1M 0.41% +4,393 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: 182,429 shares; 2024Q4: 185,052 shares; 2025Q1: 183,862 shares; 2025Q2: 148,125 shares; 2025Q3: 92,474 shares; 2025Q4: 87,483 shares; 2026Q1: 81,628 shares 81,628 $12M 0.41% -5,855 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: 17,245 shares; 2024Q4: 19,226 shares; 2025Q1: 18,842 shares; 2025Q2: 11,795 shares; 2025Q3: 14,116 shares; 2025Q4: 13,800 shares; 2026Q1: 13,628 shares 13,628 $11.8M 0.4% -172 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,688 shares; 2024Q4: 44,949 shares; 2025Q1: 45,262 shares; 2025Q2: 39,393 shares; 2025Q3: 40,049 shares; 2025Q4: 37,343 shares; 2026Q1: 35,911 shares 35,911 $11.7M 0.4% -1,432 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: 115,771 shares; 2024Q4: 115,308 shares; 2025Q1: 116,114 shares; 2025Q2: 104,070 shares; 2025Q3: 103,529 shares; 2025Q4: 107,834 shares; 2026Q1: 121,129 shares 121,129 $11.6M 0.39% +13,295 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: 92,526 shares; 2024Q4: 97,372 shares; 2025Q1: 97,577 shares; 2025Q2: 79,707 shares; 2025Q3: 80,220 shares; 2025Q4: 85,659 shares; 2026Q1: 78,960 shares 78,960 $11.6M 0.39% -6,699 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: 5,205 shares; 2025Q1: 6,716 shares; 2025Q2: 21,219 shares; 2025Q3: 25,292 shares; 2025Q4: 25,600 shares; 2026Q1: 52,821 shares 52,821 $11.3M 0.39% +27,221 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,393 shares; 2024Q4: 169,164 shares; 2025Q1: 173,454 shares; 2025Q2: 172,106 shares; 2025Q3: 170,818 shares; 2025Q4: 176,091 shares; 2026Q1: 178,309 shares 178,309 $11.1M 0.38% +2,218 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,908 shares; 2024Q4: 5,087 shares; 2025Q1: 8,258 shares; 2025Q2: 5,152 shares; 2025Q3: 12,471 shares; 2025Q4: 12,703 shares; 2026Q1: 12,622 shares 12,622 $10.7M 0.36% -81 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: 38,636 shares; 2024Q4: 36,002 shares; 2025Q1: 39,427 shares; 2025Q2: 30,023 shares; 2025Q3: 27,428 shares; 2025Q4: 23,098 shares; 2026Q1: 22,229 shares 22,229 $10.7M 0.36% -869 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,964 shares; 2024Q4: 130,317 shares; 2025Q1: 134,116 shares; 2025Q2: 133,117 shares; 2025Q3: 132,056 shares; 2025Q4: 135,829 shares; 2026Q1: 138,294 shares 138,294 $9.84M 0.34% +2,465 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: 28,313 shares; 2024Q4: 63,075 shares; 2025Q1: 62,864 shares; 2025Q2: 48,741 shares; 2025Q3: 49,938 shares; 2025Q4: 57,334 shares; 2026Q1: 57,346 shares 57,346 $9.19M 0.31% +12 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: 18,343 shares; 2024Q4: 19,474 shares; 2025Q1: 20,366 shares; 2025Q2: 12,257 shares; 2025Q3: 13,454 shares; 2025Q4: 12,702 shares; 2026Q1: 26,879 shares 26,879 $9.08M 0.31% +14,177 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: 33,106 shares; 2024Q4: 38,241 shares; 2025Q1: 37,964 shares; 2025Q2: 29,041 shares; 2025Q3: 28,843 shares; 2025Q4: 22,116 shares; 2026Q1: 27,275 shares 27,275 $8.97M 0.31% +5,159 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: 110,004 shares; 2024Q4: 114,791 shares; 2025Q1: 115,002 shares; 2025Q2: 122,408 shares; 2025Q3: 123,109 shares; 2025Q4: 123,689 shares; 2026Q1: 119,881 shares 119,881 $8.91M 0.3% -3,808 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 814 shares; 2024Q4: 915 shares; 2025Q1: 1,005 shares; 2025Q2: 612 shares; 2025Q3: 711 shares; 2025Q4: 5,390 shares; 2026Q1: 6,450 shares 6,450 $8.89M 0.3% +1,060 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: 15,572 shares; 2024Q4: 17,241 shares; 2025Q1: 17,509 shares; 2025Q2: 12,395 shares; 2025Q3: 12,365 shares; 2025Q4: 75,082 shares; 2026Q1: 68,553 shares 68,553 $8.76M 0.3% -6,529 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: 474,242 shares; 2024Q4: 238,333 shares; 2025Q1: 198,770 shares; 2025Q2: 152,841 shares; 2025Q3: 138,668 shares; 2025Q4: 141,943 shares; 2026Q1: 128,960 shares 128,960 $8.71M 0.3% -12,983 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: 135,682 shares; 2025Q1: 126,282 shares; 2025Q2: 57,004 shares; 2025Q3: 84,650 shares; 2025Q4: 90,468 shares; 2026Q1: 70,447 shares 70,447 $8.65M 0.3% -20,021 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: 21,591 shares; 2024Q4: 16,032 shares; 2025Q1: 14,665 shares; 2025Q2: 9,968 shares; 2025Q3: 9,198 shares; 2025Q4: 11,546 shares; 2026Q1: 26,185 shares 26,185 $8.61M 0.29% +14,639 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: 55,207 shares; 2024Q4: 55,310 shares; 2025Q1: 55,065 shares; 2025Q2: 53,058 shares; 2025Q3: 51,041 shares; 2025Q4: 47,194 shares; 2026Q1: 46,022 shares 46,022 $8.35M 0.28% -1,172 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: 64,661 shares; 2024Q4: 66,639 shares; 2025Q1: 68,859 shares; 2025Q2: 52,000 shares; 2025Q3: 50,735 shares; 2025Q4: 44,829 shares; 2026Q1: 42,929 shares 42,929 $8.23M 0.28% -1,900 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,265 shares; 2024Q4: 52,696 shares; 2025Q1: 50,831 shares; 2025Q2: 59,143 shares; 2025Q3: 71,173 shares; 2025Q4: 77,929 shares; 2026Q1: 104,491 shares 104,491 $8.06M 0.27% +26,562 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: 35,028 shares; 2024Q4: 37,777 shares; 2025Q1: 39,151 shares; 2025Q2: 14,872 shares; 2025Q3: 16,752 shares; 2025Q4: 19,576 shares; 2026Q1: 20,885 shares 20,885 $8.01M 0.27% +1,309 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: 64,149 shares; 2024Q4: 63,152 shares; 2025Q1: 63,979 shares; 2025Q2: 58,015 shares; 2025Q3: 34,181 shares; 2025Q4: 94,846 shares; 2026Q1: 96,345 shares 96,345 $7.96M 0.27% +1,499 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210,668 shares; 2024Q4: 201,820 shares; 2025Q1: 195,372 shares; 2025Q2: 127,851 shares; 2025Q3: 115,212 shares; 2025Q4: 132,626 shares; 2026Q1: 131,619 shares 131,619 $7.95M 0.27% -1,007 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: 18,084 shares; 2024Q4: 18,982 shares; 2025Q1: 18,620 shares; 2025Q2: 18,857 shares; 2025Q3: 18,159 shares; 2025Q4: 15,801 shares; 2026Q1: 18,166 shares 18,166 $7.93M 0.27% +2,365 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: 105,319 shares; 2024Q4: 83,895 shares; 2025Q1: 68,482 shares; 2025Q2: 49,402 shares; 2025Q3: 47,254 shares; 2025Q4: 49,845 shares; 2026Q1: 63,542 shares 63,542 $7.9M 0.27% +13,697 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: not reported; 2024Q4: 57,653 shares; 2025Q1: 69,690 shares; 2025Q2: 65,424 shares; 2025Q3: 52,037 shares; 2025Q4: 110,097 shares; 2026Q1: 140,657 shares 140,657 $7.81M 0.27% +30,560 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: 3,186 shares; 2024Q4: 3,290 shares; 2025Q1: 3,073 shares; 2025Q2: 2,611 shares; 2025Q3: 4,716 shares; 2025Q4: 51,561 shares; 2026Q1: 47,519 shares 47,519 $7.8M 0.27% -4,042 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: 11,372 shares; 2024Q4: 10,938 shares; 2025Q1: 5,955 shares; 2025Q2: 5,006 shares; 2025Q3: 15,092 shares; 2025Q4: 17,103 shares; 2026Q1: 22,406 shares 22,406 $7.57M 0.26% +5,303 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,159 shares; 2024Q4: 35,693 shares; 2025Q1: 29,317 shares; 2025Q2: 20,953 shares; 2025Q3: 20,805 shares; 2025Q4: 20,859 shares; 2026Q1: 20,862 shares 20,862 $7.44M 0.25% +3 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: 182 shares; 2024Q4: 190 shares; 2025Q1: 129 shares; 2025Q2: 133 shares; 2025Q3: 131 shares; 2025Q4: 25,342 shares; 2026Q1: 24,861 shares 24,861 $7.37M 0.25% -481 Timeline OIH 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 shares; 2024Q4: 87 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 4,625 shares; 2026Q1: 17,361 shares 17,361 $7.02M 0.24% +12,736 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: 127,885 shares; 2024Q4: 127,431 shares; 2025Q1: 121,484 shares; 2025Q2: 82,241 shares; 2025Q3: 38,873 shares; 2025Q4: 37,454 shares; 2026Q1: 40,275 shares 40,275 $6.83M 0.23% +2,821 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208,791 shares; 2024Q4: 199,343 shares; 2025Q1: 135,386 shares; 2025Q2: 119,448 shares; 2025Q3: 113,604 shares; 2025Q4: 119,806 shares; 2026Q1: 120,396 shares 120,396 $6.81M 0.23% +590 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 188,215 shares; 2025Q1: 181,559 shares; 2025Q2: 137,676 shares; 2025Q3: 167,282 shares; 2025Q4: 180,907 shares; 2026Q1: 167,768 shares 167,768 $6.72M 0.23% -13,139 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: 28,223 shares; 2024Q4: 30,837 shares; 2025Q1: 23,848 shares; 2025Q2: 19,213 shares; 2025Q3: 20,563 shares; 2025Q4: 21,133 shares; 2026Q1: 31,230 shares 31,230 $6.72M 0.23% +10,097 Timeline SPXL 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: 22,727 shares; 2024Q4: 19,601 shares; 2025Q1: 27,248 shares; 2025Q2: 39,064 shares; 2025Q3: 32,628 shares; 2025Q4: 33,474 shares; 2026Q1: 35,812 shares 35,812 $6.62M 0.23% +2,338 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: 21,863 shares; 2024Q4: 23,429 shares; 2025Q1: 23,371 shares; 2025Q2: 21,114 shares; 2025Q3: 20,902 shares; 2025Q4: 23,943 shares; 2026Q1: 20,262 shares 20,262 $6.5M 0.22% -3,681 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: 26,141 shares; 2024Q4: 30,470 shares; 2025Q1: 31,552 shares; 2025Q2: 21,733 shares; 2025Q3: 18,891 shares; 2025Q4: 18,713 shares; 2026Q1: 17,432 shares 17,432 $6.48M 0.22% -1,281 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: 18,318 shares; 2024Q4: 21,722 shares; 2025Q1: 23,909 shares; 2025Q2: 21,902 shares; 2025Q3: 8,036 shares; 2025Q4: 13,153 shares; 2026Q1: 14,021 shares 14,021 $6.46M 0.22% +868 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: 113,366 shares; 2024Q4: 119,674 shares; 2025Q1: 151,225 shares; 2025Q2: 157,616 shares; 2025Q3: 104,965 shares; 2025Q4: 107,708 shares; 2026Q1: 110,171 shares 110,171 $6.24M 0.21% +2,463 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: 73,956 shares; 2024Q4: 75,404 shares; 2025Q1: 101,696 shares; 2025Q2: 86,937 shares; 2025Q3: 87,732 shares; 2025Q4: 150,818 shares; 2026Q1: 135,291 shares 135,291 $6.21M 0.21% -15,527 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: 29,480 shares; 2024Q4: 29,519 shares; 2025Q1: 29,185 shares; 2025Q2: 29,338 shares; 2025Q3: 28,971 shares; 2025Q4: 29,079 shares; 2026Q1: 33,345 shares 33,345 $6.14M 0.21% +4,266 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,143 shares; 2024Q4: 87,530 shares; 2025Q1: 89,541 shares; 2025Q2: 87,624 shares; 2025Q3: 91,744 shares; 2025Q4: 92,561 shares; 2026Q1: 89,892 shares 89,892 $6.14M 0.21% -2,669 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: 25,538 shares; 2024Q4: 27,031 shares; 2025Q1: 25,770 shares; 2025Q2: 10,897 shares; 2025Q3: 11,083 shares; 2025Q4: 18,501 shares; 2026Q1: 31,778 shares 31,778 $6.1M 0.21% +13,277 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,707 shares; 2024Q4: 136,144 shares; 2025Q1: 158,537 shares; 2025Q2: 127,598 shares; 2025Q3: 89,743 shares; 2025Q4: 76,660 shares; 2026Q1: 74,384 shares 74,384 $6.1M 0.21% -2,276 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 120,692 shares; 2025Q4: 117,413 shares; 2026Q1: 103,899 shares 103,899 $6.02M 0.21% -13,514 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: not reported; 2024Q4: 86,223 shares; 2025Q1: 70,077 shares; 2025Q2: 69,279 shares; 2025Q3: 71,588 shares; 2025Q4: 69,102 shares; 2026Q1: 70,050 shares 70,050 $5.95M 0.2% +948 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: 6,818 shares; 2024Q4: 6,520 shares; 2025Q1: 5,678 shares; 2025Q2: 1,040 shares; 2025Q3: 1,040 shares; 2025Q4: 71,031 shares; 2026Q1: 71,061 shares 71,061 $5.94M 0.2% +30 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: 88,295 shares; 2024Q4: 89,650 shares; 2025Q1: 137,589 shares; 2025Q2: 58,346 shares; 2025Q3: 67,229 shares; 2025Q4: 65,102 shares; 2026Q1: 62,718 shares 62,718 $5.89M 0.2% -2,384 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: 97,408 shares; 2024Q4: 281,106 shares; 2025Q1: 289,923 shares; 2025Q2: 190,652 shares; 2025Q3: 185,794 shares; 2025Q4: 188,076 shares; 2026Q1: 191,624 shares 191,624 $5.88M 0.2% +3,548 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: 5,995 shares; 2024Q4: 5,927 shares; 2025Q1: 5,906 shares; 2025Q2: 70,854 shares; 2025Q3: 86,028 shares; 2025Q4: 87,334 shares; 2026Q1: 63,608 shares 63,608 $5.87M 0.2% -23,726 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,519 shares; 2024Q4: 7,226 shares; 2025Q1: 16,514 shares; 2025Q2: 12,721 shares; 2025Q3: 23,622 shares; 2025Q4: 7,801 shares; 2026Q1: 24,033 shares 24,033 $5.84M 0.2% +16,232 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: 32,903 shares; 2024Q4: 32,391 shares; 2025Q1: 35,066 shares; 2025Q2: 26,015 shares; 2025Q3: 13,787 shares; 2025Q4: 55,293 shares; 2026Q1: 63,580 shares 63,580 $5.83M 0.2% +8,287 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,236 shares; 2024Q4: 88,357 shares; 2025Q1: 93,277 shares; 2025Q2: 99,886 shares; 2025Q3: 99,419 shares; 2025Q4: 109,031 shares; 2026Q1: 116,592 shares 116,592 $5.82M 0.2% +7,561 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: 4 shares; 2024Q4: 6 shares; 2025Q1: 46 shares; 2025Q2: 45 shares; 2025Q3: 5 shares; 2025Q4: not reported; 2026Q1: 7,921 shares 7,921 $5.77M 0.2% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,849 shares; 2024Q4: 25,320 shares; 2025Q1: 64,901 shares; 2025Q2: 26,178 shares; 2025Q3: 28,910 shares; 2025Q4: 28,634 shares; 2026Q1: 130,451 shares 130,451 $5.76M 0.2% +101,817 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: 29,886 shares; 2024Q4: 30,300 shares; 2025Q1: 30,382 shares; 2025Q2: 24,372 shares; 2025Q3: 29,219 shares; 2025Q4: 29,249 shares; 2026Q1: 14,578 shares 14,578 $5.69M 0.19% -14,671 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: 103,821 shares; 2024Q4: 109,477 shares; 2025Q1: 81,844 shares; 2025Q2: 66,044 shares; 2025Q3: 39,273 shares; 2025Q4: 74,504 shares; 2026Q1: 92,123 shares 92,123 $5.64M 0.19% +17,619 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: 2,573 shares; 2024Q4: 2,586 shares; 2025Q1: 3,032 shares; 2025Q2: 1,465 shares; 2025Q3: 1,465 shares; 2025Q4: 38,983 shares; 2026Q1: 36,565 shares 36,565 $5.59M 0.19% -2,418 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: not reported; 2024Q4: 2,973 shares; 2025Q1: 3,680 shares; 2025Q2: 4,519 shares; 2025Q3: 14,678 shares; 2025Q4: 6,329 shares; 2026Q1: 6,344 shares 6,344 $5.54M 0.19% +15 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: not reported; 2024Q4: 14,292 shares; 2025Q1: 13,017 shares; 2025Q2: 16,324 shares; 2025Q3: 25,148 shares; 2025Q4: 26,569 shares; 2026Q1: 27,084 shares 27,084 $5.51M 0.19% +515 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 620 shares; 2025Q3: 1,139 shares; 2025Q4: 87,410 shares; 2026Q1: 110,389 shares 110,389 $5.46M 0.19% +22,979 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: 25,359 shares; 2024Q4: 33,797 shares; 2025Q1: 35,294 shares; 2025Q2: 35,068 shares; 2025Q3: 38,286 shares; 2025Q4: 44,678 shares; 2026Q1: 48,603 shares 48,603 $5.38M 0.18% +3,925 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 241 shares; 2025Q1: 238 shares; 2025Q2: 242 shares; 2025Q3: 211 shares; 2025Q4: 200 shares; 2026Q1: 27,321 shares 27,321 $5.32M 0.18% +27,121 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,386 shares; 2024Q4: 102,261 shares; 2025Q1: 96,777 shares; 2025Q2: 96,828 shares; 2025Q3: 94,607 shares; 2025Q4: 100,541 shares; 2026Q1: 100,519 shares 100,519 $5.31M 0.18% -22 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,607 shares; 2024Q4: 60,032 shares; 2025Q1: 56,120 shares; 2025Q2: 53,657 shares; 2025Q3: 52,712 shares; 2025Q4: 52,472 shares; 2026Q1: 51,395 shares 51,395 $5.26M 0.18% -1,077 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: 27,307 shares; 2024Q4: 27,590 shares; 2025Q1: 31,019 shares; 2025Q2: 19,987 shares; 2025Q3: 20,153 shares; 2025Q4: 19,884 shares; 2026Q1: 20,813 shares 20,813 $5.16M 0.18% +929 Timeline APCB TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 147,347 shares; 2025Q1: 152,140 shares; 2025Q2: 220,738 shares; 2025Q3: 181,835 shares; 2025Q4: 193,809 shares; 2026Q1: 174,338 shares 174,338 $5.13M 0.18% -19,471 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,078 shares; 2025Q4: 26,577 shares; 2026Q1: 24,899 shares 24,899 $5.09M 0.17% -1,678 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,927 shares; 2024Q4: 2,028 shares; 2025Q1: 3,600 shares; 2025Q2: 6,356 shares; 2025Q3: 6,756 shares; 2025Q4: 11,184 shares; 2026Q1: 13,749 shares 13,749 $5.05M 0.17% +2,565 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: 465 shares; 2024Q4: 481 shares; 2025Q1: 474 shares; 2025Q2: 160 shares; 2025Q3: 4,186 shares; 2025Q4: 27,333 shares; 2026Q1: 25,461 shares 25,461 $5.03M 0.17% -1,872 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,872 shares; 2024Q4: 81,587 shares; 2025Q1: 86,592 shares; 2025Q2: 81,487 shares; 2025Q3: 88,362 shares; 2025Q4: 99,082 shares; 2026Q1: 117,092 shares 117,092 $4.98M 0.17% +18,010 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: 1,856 shares; 2024Q4: 1,692 shares; 2025Q1: 1,819 shares; 2025Q2: 1,811 shares; 2025Q3: 1,997 shares; 2025Q4: 2,176 shares; 2026Q1: 3,765 shares 3,765 $4.97M 0.17% +1,589 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: 62,182 shares; 2024Q4: 63,331 shares; 2025Q1: 60,962 shares; 2025Q2: 62,330 shares; 2025Q3: 68,949 shares; 2025Q4: 83,125 shares; 2026Q1: 85,332 shares 85,332 $4.96M 0.17% +2,207 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: 10,670 shares; 2024Q4: 11,048 shares; 2025Q1: 10,942 shares; 2025Q2: 8,249 shares; 2025Q3: 1,623 shares; 2025Q4: 8,523 shares; 2026Q1: 46,874 shares 46,874 $4.9M 0.17% +38,351 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,596 shares 33,596 $4.89M 0.17% new Timeline WFRD WEATHERFORD INTL PLC More: the full row for WEATHERFORD INTL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,294 shares 51,294 $4.85M 0.17% new 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: not reported; 2024Q4: 31,333 shares; 2025Q1: 31,214 shares; 2025Q2: 16,594 shares; 2025Q3: 17,401 shares; 2025Q4: 17,796 shares; 2026Q1: 17,779 shares 17,779 $4.81M 0.16% -17 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: 67,476 shares; 2024Q4: 66,610 shares; 2025Q1: 70,739 shares; 2025Q2: 45,156 shares; 2025Q3: 108,836 shares; 2025Q4: 104,797 shares; 2026Q1: 107,138 shares 107,138 $4.81M 0.16% +2,341 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: 21,990 shares; 2024Q4: 21,681 shares; 2025Q1: 22,235 shares; 2025Q2: 21,390 shares; 2025Q3: 21,537 shares; 2025Q4: 22,677 shares; 2026Q1: 22,120 shares 22,120 $4.73M 0.16% -557 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 232 shares; 2025Q1: 192 shares; 2025Q2: 1,259 shares; 2025Q3: 2,201 shares; 2025Q4: 2,274 shares; 2026Q1: 36,049 shares 36,049 $4.68M 0.16% +33,775 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER 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: 234 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,272 shares 38,272 $4.61M 0.16% new Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67,368 shares; 2026Q1: 60,382 shares 60,382 $4.61M 0.16% -6,986 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 111,990 shares; 2025Q1: 128,662 shares; 2025Q2: 129,223 shares; 2025Q3: 129,831 shares; 2025Q4: 151,781 shares; 2026Q1: 171,325 shares 171,325 $4.55M 0.16% +19,544 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,579 shares; 2024Q4: 67,845 shares; 2025Q1: 63,634 shares; 2025Q2: 47,332 shares; 2025Q3: 46,602 shares; 2025Q4: 75,257 shares; 2026Q1: 90,433 shares 90,433 $4.51M 0.15% +15,176 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: 163,919 shares; 2024Q4: 187,482 shares; 2025Q1: 201,314 shares; 2025Q2: 151,634 shares; 2025Q3: 153,553 shares; 2025Q4: 65,714 shares; 2026Q1: 62,665 shares 62,665 $4.51M 0.15% -3,049 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: 1,883 shares; 2024Q4: 1,837 shares; 2025Q1: 1,838 shares; 2025Q2: 890 shares; 2025Q3: 1,156 shares; 2025Q4: 43,285 shares; 2026Q1: 43,753 shares 43,753 $4.4M 0.15% +468 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,846 shares; 2024Q4: 11,450 shares; 2025Q1: 11,346 shares; 2025Q2: 5,230 shares; 2025Q3: 5,158 shares; 2025Q4: 7,034 shares; 2026Q1: 7,247 shares 7,247 $4.38M 0.15% +213 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,807 shares; 2024Q4: 12,183 shares; 2025Q1: 12,165 shares; 2025Q2: 9,125 shares; 2025Q3: 10,441 shares; 2025Q4: 8,937 shares; 2026Q1: 10,276 shares 10,276 $4.28M 0.15% +1,339 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,847 shares; 2024Q4: 35,239 shares; 2025Q1: 34,374 shares; 2025Q2: 24,201 shares; 2025Q3: 25,257 shares; 2025Q4: 32,368 shares; 2026Q1: 33,327 shares 33,327 $4.2M 0.14% +959 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,450 shares; 2024Q4: 4,595 shares; 2025Q1: 3,395 shares; 2025Q2: 10,490 shares; 2025Q3: 10,484 shares; 2025Q4: 9,920 shares; 2026Q1: 38,519 shares 38,519 $4.18M 0.14% +28,599 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: 30,244 shares; 2024Q4: 41,692 shares; 2025Q1: 31,103 shares; 2025Q2: 18,430 shares; 2025Q3: 27,463 shares; 2025Q4: 17,396 shares; 2026Q1: 19,946 shares 19,946 $4.13M 0.14% +2,550 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 423 shares; 2024Q4: 225 shares; 2025Q1: 232 shares; 2025Q2: 329 shares; 2025Q3: 2,048 shares; 2025Q4: 3,045 shares; 2026Q1: 15,115 shares 15,115 $4.09M 0.14% +12,070 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: 34,272 shares; 2024Q4: 39,743 shares; 2025Q1: 40,870 shares; 2025Q2: 40,717 shares; 2025Q3: 41,395 shares; 2025Q4: 43,489 shares; 2026Q1: 47,034 shares 47,034 $4.08M 0.14% +3,545 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,554 shares; 2024Q4: 3,906 shares; 2025Q1: 316 shares; 2025Q2: 330 shares; 2025Q3: 312 shares; 2025Q4: 4,928 shares; 2026Q1: 5,439 shares 5,439 $4.02M 0.14% +511 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 738 shares; 2024Q4: 719 shares; 2025Q1: 674 shares; 2025Q2: 450 shares; 2025Q3: 444 shares; 2025Q4: 565 shares; 2026Q1: 21,830 shares 21,830 $3.92M 0.13% +21,265 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: 15,054 shares; 2024Q4: 15,069 shares; 2025Q1: 15,283 shares; 2025Q2: 15,019 shares; 2025Q3: 15,163 shares; 2025Q4: 17,575 shares; 2026Q1: 19,024 shares 19,024 $3.92M 0.13% +1,449 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: not reported; 2024Q4: 28,914 shares; 2025Q1: 9,805 shares; 2025Q2: 19,410 shares; 2025Q3: 20,882 shares; 2025Q4: 21,523 shares; 2026Q1: 24,468 shares 24,468 $3.91M 0.13% +2,945 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,776 shares; 2024Q4: 49,248 shares; 2025Q1: 49,631 shares; 2025Q2: 48,842 shares; 2025Q3: 63,050 shares; 2025Q4: 63,743 shares; 2026Q1: 68,666 shares 68,666 $3.9M 0.13% +4,923 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: 11,288 shares; 2024Q4: 13,302 shares; 2025Q1: 14,456 shares; 2025Q2: 10,897 shares; 2025Q3: 20,738 shares; 2025Q4: 25,692 shares; 2026Q1: 28,617 shares 28,617 $3.89M 0.13% +2,925 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,864 shares; 2024Q4: 90,416 shares; 2025Q1: 95,480 shares; 2025Q2: 93,816 shares; 2025Q3: 94,242 shares; 2025Q4: 97,320 shares; 2026Q1: 98,492 shares 98,492 $3.88M 0.13% +1,172 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,062 shares; 2024Q4: 9,913 shares; 2025Q1: 10,658 shares; 2025Q2: 7,182 shares; 2025Q3: 8,629 shares; 2025Q4: 8,557 shares; 2026Q1: 8,138 shares 8,138 $3.85M 0.13% -419 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: 47,288 shares; 2024Q4: 50,021 shares; 2025Q1: 65,180 shares; 2025Q2: 63,019 shares; 2025Q3: 64,467 shares; 2025Q4: 66,568 shares; 2026Q1: 49,874 shares 49,874 $3.85M 0.13% -16,694 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,248 shares; 2024Q4: 102,316 shares; 2025Q1: 110,812 shares; 2025Q2: 109,640 shares; 2025Q3: 109,640 shares; 2025Q4: 111,860 shares; 2026Q1: 114,069 shares 114,069 $3.84M 0.13% +2,209 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: 155,944 shares; 2024Q4: 159,768 shares; 2025Q1: 149,845 shares; 2025Q2: 98,866 shares; 2025Q3: 36,192 shares; 2025Q4: 34,803 shares; 2026Q1: 40,936 shares 40,936 $3.8M 0.13% +6,133 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: 26,002 shares; 2024Q4: 42,989 shares; 2025Q1: 45,961 shares; 2025Q2: 38,362 shares; 2025Q3: 41,411 shares; 2025Q4: 47,507 shares; 2026Q1: 48,702 shares 48,702 $3.78M 0.13% +1,195 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: 2,301 shares; 2024Q4: 2,430 shares; 2025Q1: 2,524 shares; 2025Q2: 1,677 shares; 2025Q3: 1,284 shares; 2025Q4: 1,276 shares; 2026Q1: 9,554 shares 9,554 $3.74M 0.13% +8,278 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: 39,042 shares; 2024Q4: 38,419 shares; 2025Q1: 38,062 shares; 2025Q2: 37,985 shares; 2025Q3: 36,588 shares; 2025Q4: 36,779 shares; 2026Q1: 36,609 shares 36,609 $3.56M 0.12% -170 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,506 shares; 2024Q4: 67,453 shares; 2025Q1: 68,004 shares; 2025Q2: 69,139 shares; 2025Q3: 68,594 shares; 2025Q4: 78,900 shares; 2026Q1: 87,133 shares 87,133 $3.5M 0.12% +8,233 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: 142,707 shares; 2024Q4: 146,011 shares; 2025Q1: 62,926 shares; 2025Q2: 56,512 shares; 2025Q3: 176,147 shares; 2025Q4: 176,458 shares; 2026Q1: 63,457 shares 63,457 $3.43M 0.12% -113,001 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: 15,265 shares; 2024Q4: 73,063 shares; 2025Q1: 19,309 shares; 2025Q2: 18,737 shares; 2025Q3: 9,028 shares; 2025Q4: 9,005 shares; 2026Q1: 34,258 shares 34,258 $3.39M 0.12% +25,253 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: 650 shares; 2025Q1: 650 shares; 2025Q2: 59,144 shares; 2025Q3: 61,444 shares; 2025Q4: 67,399 shares; 2026Q1: 72,860 shares 72,860 $3.38M 0.12% +5,461 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 637 shares; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 3 shares; 2026Q1: 7,070 shares 7,070 $3.36M 0.11% +7,067 Timeline UJAN 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: 20,545 shares; 2024Q4: 20,545 shares; 2025Q1: 52,897 shares; 2025Q2: 49,469 shares; 2025Q3: 44,979 shares; 2025Q4: 40,015 shares; 2026Q1: 77,062 shares 77,062 $3.28M 0.11% +37,047 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: 24,756 shares; 2024Q4: 22,958 shares; 2025Q1: 25,346 shares; 2025Q2: 15,762 shares; 2025Q3: 14,572 shares; 2025Q4: 12,826 shares; 2026Q1: 13,327 shares 13,327 $3.26M 0.11% +501 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,958 shares; 2025Q1: 53,017 shares; 2025Q2: 51,535 shares; 2025Q3: 113,439 shares; 2025Q4: 54,046 shares; 2026Q1: 54,686 shares 54,686 $3.23M 0.11% +640 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: 19,951 shares; 2024Q4: 24,813 shares; 2025Q1: 113,112 shares; 2025Q2: 13,582 shares; 2025Q3: 12,460 shares; 2025Q4: 23,949 shares; 2026Q1: 46,988 shares 46,988 $3.2M 0.11% +23,039 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,355 shares; 2024Q4: 25,744 shares; 2025Q1: 21,760 shares; 2025Q2: 21,761 shares; 2025Q3: 21,671 shares; 2025Q4: 86,868 shares; 2026Q1: 82,198 shares 82,198 $3.14M 0.11% -4,670 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: 38,862 shares; 2024Q4: 42,137 shares; 2025Q1: 41,819 shares; 2025Q2: 40,565 shares; 2025Q3: 42,043 shares; 2025Q4: 41,960 shares; 2026Q1: 41,853 shares 41,853 $3.14M 0.11% -107 Timeline BKLN 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: 137,797 shares; 2024Q4: 164,117 shares; 2025Q1: 196,487 shares; 2025Q2: 235,421 shares; 2025Q3: 242,192 shares; 2025Q4: 153,284 shares; 2026Q1: 153,694 shares 153,694 $3.14M 0.11% +410 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,272 shares; 2024Q4: 32,268 shares; 2025Q1: 27,144 shares; 2025Q2: 22,804 shares; 2025Q3: 85,345 shares; 2025Q4: 80,628 shares; 2026Q1: 80,478 shares 80,478 $3.11M 0.11% -150 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: 8,264 shares; 2024Q4: 11,756 shares; 2025Q1: 12,150 shares; 2025Q2: 7,802 shares; 2025Q3: 9,151 shares; 2025Q4: 11,445 shares; 2026Q1: 15,637 shares 15,637 $3.1M 0.11% +4,192 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,032 shares; 2024Q4: 79,375 shares; 2025Q1: 78,268 shares; 2025Q2: 74,830 shares; 2025Q3: 74,375 shares; 2025Q4: 71,104 shares; 2026Q1: 70,742 shares 70,742 $3.1M 0.11% -362 Timeline SEPW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,515 shares; 2025Q1: 30,463 shares; 2025Q2: 25,207 shares; 2025Q3: 102,268 shares; 2025Q4: 96,923 shares; 2026Q1: 96,835 shares 96,835 $3.06M 0.1% -88 Timeline PBSE PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 110,827 shares; 2025Q4: 105,058 shares; 2026Q1: 104,869 shares 104,869 $3.06M 0.1% -189 Timeline PBOC PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 112,067 shares; 2026Q1: 105,762 shares 105,762 $3.04M 0.1% -6,305 Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,532 shares; 2024Q4: 22,311 shares; 2025Q1: 18,353 shares; 2025Q2: 18,353 shares; 2025Q3: 18,353 shares; 2025Q4: 83,816 shares; 2026Q1: 79,066 shares 79,066 $3.04M 0.1% -4,750 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: 76,951 shares; 2024Q4: 82,199 shares; 2025Q1: 83,012 shares; 2025Q2: 82,343 shares; 2025Q3: 84,746 shares; 2025Q4: 84,455 shares; 2026Q1: 77,076 shares 77,076 $3.04M 0.1% -7,379 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: 10,576 shares; 2024Q4: 10,624 shares; 2025Q1: 11,342 shares; 2025Q2: 8,801 shares; 2025Q3: 8,988 shares; 2025Q4: 8,837 shares; 2026Q1: 8,492 shares 8,492 $3.04M 0.1% -345 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,404 shares; 2024Q4: 17,291 shares; 2025Q1: 15,276 shares; 2025Q2: 13,986 shares; 2025Q3: 13,542 shares; 2025Q4: 13,672 shares; 2026Q1: 13,949 shares 13,949 $3.03M 0.1% +277 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: 29,236 shares; 2024Q4: 85,212 shares; 2025Q1: 82,870 shares; 2025Q2: 70,111 shares; 2025Q3: 77,962 shares; 2025Q4: 75,101 shares; 2026Q1: 25,424 shares 25,424 $3.02M 0.1% -49,677 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: 13,269 shares; 2024Q4: 12,493 shares; 2025Q1: 12,756 shares; 2025Q2: 12,066 shares; 2025Q3: 12,202 shares; 2025Q4: 12,267 shares; 2026Q1: 12,416 shares 12,416 $3.01M 0.1% +149 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 80,958 shares; 2025Q1: 108,027 shares; 2025Q2: 113,200 shares; 2025Q3: 121,775 shares; 2025Q4: 115,237 shares; 2026Q1: 121,608 shares 121,608 $2.99M 0.1% +6,371 Timeline ARKQ 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: 20 shares; 2024Q4: 4,648 shares; 2025Q1: 4,123 shares; 2025Q2: 3,786 shares; 2025Q3: 12,893 shares; 2025Q4: 15,671 shares; 2026Q1: 26,416 shares 26,416 $2.97M 0.1% +10,745 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: 31,001 shares; 2024Q4: 30,914 shares; 2025Q1: 32,134 shares; 2025Q2: 28,426 shares; 2025Q3: 28,778 shares; 2025Q4: 26,735 shares; 2026Q1: 25,351 shares 25,351 $2.92M 0.1% -1,384 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,535 shares; 2024Q4: 19,535 shares; 2025Q1: 85,720 shares; 2025Q2: 82,460 shares; 2025Q3: 48,508 shares; 2025Q4: 33,938 shares; 2026Q1: 80,088 shares 80,088 $2.91M 0.1% +46,150 Timeline APIE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 106,765 shares; 2025Q1: 103,134 shares; 2025Q2: 77,846 shares; 2025Q3: 81,940 shares; 2025Q4: 88,912 shares; 2026Q1: 82,079 shares 82,079 $2.89M 0.1% -6,833 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: 16,008 shares; 2024Q4: 18,160 shares; 2025Q1: 16,637 shares; 2025Q2: 10,918 shares; 2025Q3: 12,727 shares; 2025Q4: 11,971 shares; 2026Q1: 12,237 shares 12,237 $2.89M 0.1% +266 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: not reported; 2024Q4: 67,157 shares; 2025Q1: 70,686 shares; 2025Q2: 44,976 shares; 2025Q3: 20,620 shares; 2025Q4: 19,880 shares; 2026Q1: 19,968 shares 19,968 $2.88M 0.1% +88 Timeline FEBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,204 shares; 2025Q1: 90,076 shares; 2025Q2: 86,702 shares; 2025Q3: 50,492 shares; 2025Q4: 34,900 shares; 2026Q1: 85,246 shares 85,246 $2.85M 0.1% +50,346 Timeline PBFB PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 94,789 shares 94,789 $2.85M 0.1% new Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,849 shares; 2024Q4: 107,369 shares; 2025Q1: 106,798 shares; 2025Q2: 88,939 shares; 2025Q3: 89,645 shares; 2025Q4: 61,927 shares; 2026Q1: 59,085 shares 59,085 $2.82M 0.1% -2,842 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,024 shares; 2024Q4: 59,019 shares; 2025Q1: 59,019 shares; 2025Q2: 59,019 shares; 2025Q3: 61,869 shares; 2025Q4: 61,116 shares; 2026Q1: 61,113 shares 61,113 $2.81M 0.1% -3 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: 9,397 shares; 2024Q4: 51,813 shares; 2025Q1: 56,489 shares; 2025Q2: 63,284 shares; 2025Q3: 77,673 shares; 2025Q4: 87,745 shares; 2026Q1: 96,174 shares 96,174 $2.8M 0.1% +8,429 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,715 shares; 2024Q4: 8,002 shares; 2025Q1: 2,654 shares; 2025Q2: 3,750 shares; 2025Q3: 7,878 shares; 2025Q4: 34,324 shares; 2026Q1: 11,098 shares 11,098 $2.78M 0.09% -23,226 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 156,848 shares; 2025Q1: 140,320 shares; 2025Q2: 73,155 shares; 2025Q3: 66,234 shares; 2025Q4: 64,874 shares; 2026Q1: 45,673 shares 45,673 $2.73M 0.09% -19,201 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: 18,102 shares; 2024Q4: 23,835 shares; 2025Q1: 4,339 shares; 2025Q2: 10,618 shares; 2025Q3: 12,250 shares; 2025Q4: 12,730 shares; 2026Q1: 12,793 shares 12,793 $2.7M 0.09% +63 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: 2,289 shares; 2024Q4: 8,247 shares; 2025Q1: 2,203 shares; 2025Q2: 1,615 shares; 2025Q3: 1,459 shares; 2025Q4: 8,615 shares; 2026Q1: 8,172 shares 8,172 $2.66M 0.09% -443 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: 1,206 shares; 2024Q4: 2,455 shares; 2025Q1: 9,842 shares; 2025Q2: 9,953 shares; 2025Q3: 2,288 shares; 2025Q4: 9,613 shares; 2026Q1: 10,857 shares 10,857 $2.65M 0.09% +1,244 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,127 shares; 2024Q4: 49,564 shares; 2025Q1: 49,071 shares; 2025Q2: 49,345 shares; 2025Q3: 55,667 shares; 2025Q4: 81,800 shares; 2026Q1: 89,432 shares 89,432 $2.64M 0.09% +7,632 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: 34,851 shares; 2024Q4: 35,863 shares; 2025Q1: 40,276 shares; 2025Q2: 42,458 shares; 2025Q3: 31,907 shares; 2025Q4: 24,898 shares; 2026Q1: 23,627 shares 23,627 $2.61M 0.09% -1,271 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: 4,634 shares; 2025Q2: 105,586 shares; 2025Q3: 119,959 shares; 2025Q4: 119,289 shares; 2026Q1: 124,134 shares 124,134 $2.6M 0.09% +4,845 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,506 shares; 2024Q4: 2,849 shares; 2025Q1: 6,087 shares; 2025Q2: 9,775 shares; 2025Q3: 16,124 shares; 2025Q4: 20,167 shares; 2026Q1: 23,199 shares 23,199 $2.6M 0.09% +3,032 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: 26,747 shares; 2024Q4: 25,273 shares; 2025Q1: 25,299 shares; 2025Q2: 11,791 shares; 2025Q3: 11,149 shares; 2025Q4: 11,345 shares; 2026Q1: 11,925 shares 11,925 $2.59M 0.09% +580 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 627 shares; 2025Q1: 636 shares; 2025Q2: 51 shares; 2025Q3: 24 shares; 2025Q4: 7 shares; 2026Q1: 7,229 shares 7,229 $2.59M 0.09% +7,222 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,155 shares; 2024Q4: 80,584 shares; 2025Q1: 75,309 shares; 2025Q2: 53,138 shares; 2025Q3: 40,391 shares; 2025Q4: 74,707 shares; 2026Q1: 66,150 shares 66,150 $2.57M 0.09% -8,557 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,005 shares; 2024Q4: 12,005 shares; 2025Q1: 49,464 shares; 2025Q2: 45,700 shares; 2025Q3: 40,581 shares; 2025Q4: 34,833 shares; 2026Q1: 70,244 shares 70,244 $2.56M 0.09% +35,411 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,313 shares; 2024Q4: 26,355 shares; 2025Q1: 25,729 shares; 2025Q2: 27,217 shares; 2025Q3: 26,742 shares; 2025Q4: 26,161 shares; 2026Q1: 25,466 shares 25,466 $2.56M 0.09% -695 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: 18,998 shares; 2024Q4: 20,855 shares; 2025Q1: 19,937 shares; 2025Q2: 18,383 shares; 2025Q3: 15,298 shares; 2025Q4: 11,376 shares; 2026Q1: 11,535 shares 11,535 $2.52M 0.09% +159 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,299 shares; 2024Q4: 123,103 shares; 2025Q1: 112,923 shares; 2025Q2: 106,496 shares; 2025Q3: 104,055 shares; 2025Q4: 104,560 shares; 2026Q1: 100,981 shares 100,981 $2.52M 0.09% -3,579 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,213 shares; 2024Q4: 25,647 shares; 2025Q1: 25,727 shares; 2025Q2: 31,046 shares; 2025Q3: 65,498 shares; 2025Q4: 66,399 shares; 2026Q1: 64,527 shares 64,527 $2.51M 0.09% -1,872 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,135 shares; 2024Q4: 101,812 shares; 2025Q1: 65,741 shares; 2025Q2: 51,331 shares; 2025Q3: 71,389 shares; 2025Q4: 69,382 shares; 2026Q1: 61,420 shares 61,420 $2.51M 0.09% -7,962 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: 6,236 shares; 2024Q4: 8,229 shares; 2025Q1: 12,927 shares; 2025Q2: 8,248 shares; 2025Q3: 9,497 shares; 2025Q4: 8,815 shares; 2026Q1: 8,831 shares 8,831 $2.51M 0.09% +16 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,491 shares; 2024Q4: 18,683 shares; 2025Q1: 18,379 shares; 2025Q2: 34,856 shares; 2025Q3: 34,961 shares; 2025Q4: 34,891 shares; 2026Q1: 45,156 shares 45,156 $2.49M 0.08% +10,265 Timeline PBDE PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 97,094 shares; 2026Q1: 85,622 shares 85,622 $2.48M 0.08% -11,472 Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 89,656 shares; 2025Q1: 83,554 shares; 2025Q2: 58,581 shares; 2025Q3: 43,844 shares; 2025Q4: 84,030 shares; 2026Q1: 74,128 shares 74,128 $2.48M 0.08% -9,902 Timeline PBJA PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80,906 shares 80,906 $2.46M 0.08% new Timeline QQEW 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: 27,050 shares; 2025Q1: 27,050 shares; 2025Q2: 19,096 shares; 2025Q3: 19,340 shares; 2025Q4: 19,340 shares; 2026Q1: 19,341 shares 19,341 $2.46M 0.08% +1 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: 895 shares; 2024Q4: 3,188 shares; 2025Q1: 3,518 shares; 2025Q2: 6,012 shares; 2025Q3: 9,564 shares; 2025Q4: 11,591 shares; 2026Q1: 14,702 shares 14,702 $2.44M 0.08% +3,111 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: 58,714 shares; 2024Q4: 43,504 shares; 2025Q1: 40,600 shares; 2025Q2: 25,043 shares; 2025Q3: 22,027 shares; 2025Q4: 20,775 shares; 2026Q1: 20,151 shares 20,151 $2.42M 0.08% -624 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,079 shares; 2024Q4: 33,239 shares; 2025Q1: 124,773 shares; 2025Q2: 84,208 shares; 2025Q3: 24,150 shares; 2025Q4: 23,262 shares; 2026Q1: 27,821 shares 27,821 $2.41M 0.08% +4,559 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,464 shares; 2024Q4: 14,926 shares; 2025Q1: 14,812 shares; 2025Q2: 8,153 shares; 2025Q3: 10,905 shares; 2025Q4: 10,481 shares; 2026Q1: 11,576 shares 11,576 $2.4M 0.08% +1,095 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: 9,763 shares; 2024Q4: 12,397 shares; 2025Q1: 72,340 shares; 2025Q2: 7,746 shares; 2025Q3: 7,412 shares; 2025Q4: 26,295 shares; 2026Q1: 33,227 shares 33,227 $2.39M 0.08% +6,932 Timeline UNOV 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: 16,462 shares; 2024Q4: 33,467 shares; 2025Q1: 29,728 shares; 2025Q2: 19,629 shares; 2025Q3: 17,461 shares; 2025Q4: 63,725 shares; 2026Q1: 63,716 shares 63,716 $2.37M 0.08% -9 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,459 shares; 2024Q4: 17,430 shares; 2025Q1: 13,175 shares; 2025Q2: 8,831 shares; 2025Q3: 58,542 shares; 2025Q4: 60,144 shares; 2026Q1: 60,341 shares 60,341 $2.37M 0.08% +197 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: 5,465 shares; 2024Q4: 26,080 shares; 2025Q1: 2,456 shares; 2025Q2: 6,776 shares; 2025Q3: 8,895 shares; 2025Q4: 8,122 shares; 2026Q1: 8,134 shares 8,134 $2.37M 0.08% +12 Timeline PBAU PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 77,492 shares; 2025Q4: 79,574 shares; 2026Q1: 79,843 shares 79,843 $2.37M 0.08% +269 Timeline AUGW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,476 shares; 2025Q1: 13,460 shares; 2025Q2: 8,064 shares; 2025Q3: 71,267 shares; 2025Q4: 73,220 shares; 2026Q1: 73,590 shares 73,590 $2.37M 0.08% +370 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: 2,231 shares; 2024Q4: 2,151 shares; 2025Q1: 2,384 shares; 2025Q2: 1,195 shares; 2025Q3: 6,239 shares; 2025Q4: 7,372 shares; 2026Q1: 7,307 shares 7,307 $2.32M 0.08% -65 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,474 shares; 2024Q4: 28,082 shares; 2025Q1: 28,842 shares; 2025Q2: 32,525 shares; 2025Q3: 34,571 shares; 2025Q4: 35,225 shares; 2026Q1: 37,070 shares 37,070 $2.27M 0.08% +1,845 Timeline PMAR 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: 25,724 shares; 2024Q4: 23,561 shares; 2025Q1: 54,475 shares; 2025Q2: 51,966 shares; 2025Q3: 51,162 shares; 2025Q4: 50,382 shares; 2026Q1: 50,535 shares 50,535 $2.25M 0.08% +153 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: 16,766 shares; 2024Q4: 20,063 shares; 2025Q1: 19,738 shares; 2025Q2: 14,332 shares; 2025Q3: 8,886 shares; 2025Q4: 24,038 shares; 2026Q1: 20,688 shares 20,688 $2.25M 0.08% -3,350 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,800 shares; 2024Q4: 48,617 shares; 2025Q1: 45,734 shares; 2025Q2: 44,985 shares; 2025Q3: 44,622 shares; 2025Q4: 45,216 shares; 2026Q1: 43,224 shares 43,224 $2.25M 0.08% -1,992 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: 27,905 shares; 2024Q4: 27,009 shares; 2025Q1: 26,920 shares; 2025Q2: 25,775 shares; 2025Q3: 27,055 shares; 2025Q4: 28,001 shares; 2026Q1: 28,118 shares 28,118 $2.23M 0.08% +117 Timeline NVBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,296 shares; 2025Q1: 33,370 shares; 2025Q2: 22,058 shares; 2025Q3: 19,635 shares; 2025Q4: 66,141 shares; 2026Q1: 66,079 shares 66,079 $2.2M 0.08% -62 Timeline PBNV PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 75,317 shares; 2026Q1: 75,257 shares 75,257 $2.18M 0.07% -60 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: 14,377 shares; 2024Q4: 9,713 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,787 shares; 2025Q4: 10,468 shares; 2026Q1: 11,275 shares 11,275 $2.17M 0.07% +807 Timeline PWV 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: 32,814 shares; 2024Q4: 33,106 shares; 2025Q1: 33,249 shares; 2025Q2: 33,377 shares; 2025Q3: 33,459 shares; 2025Q4: 30,699 shares; 2026Q1: 30,753 shares 30,753 $2.14M 0.07% +54 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: 22,350 shares; 2024Q4: 22,459 shares; 2025Q1: 22,480 shares; 2025Q2: 15,320 shares; 2025Q3: 13,688 shares; 2025Q4: 15,078 shares; 2026Q1: 15,419 shares 15,419 $2.13M 0.07% +341 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,354 shares; 2024Q4: 4,414 shares; 2025Q1: 7,741 shares; 2025Q2: 6,278 shares; 2025Q3: 8,568 shares; 2025Q4: 8,596 shares; 2026Q1: 5,355 shares 5,355 $2.13M 0.07% -3,241 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: 17,249 shares; 2024Q4: 17,446 shares; 2025Q1: 17,516 shares; 2025Q2: 12,888 shares; 2025Q3: 43,288 shares; 2025Q4: 12,935 shares; 2026Q1: 12,835 shares 12,835 $2.12M 0.07% -100 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: 7,451 shares; 2024Q4: 13,936 shares; 2025Q1: 7,583 shares; 2025Q2: 4,577 shares; 2025Q3: 4,844 shares; 2025Q4: 4,354 shares; 2026Q1: 4,579 shares 4,579 $2.12M 0.07% +225 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: 408 shares; 2024Q4: 448 shares; 2025Q1: 448 shares; 2025Q2: 50 shares; 2025Q3: 120 shares; 2025Q4: 1,539 shares; 2026Q1: 12,961 shares 12,961 $2.12M 0.07% +11,422 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: 10,973 shares; 2024Q4: 10,980 shares; 2025Q1: 8,027 shares; 2025Q2: 17,851 shares; 2025Q3: 18,781 shares; 2025Q4: 18,236 shares; 2026Q1: 18,652 shares 18,652 $2.12M 0.07% +416 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: 19,501 shares; 2024Q4: 21,063 shares; 2025Q1: 19,460 shares; 2025Q2: 16,844 shares; 2025Q3: 15,661 shares; 2025Q4: 16,390 shares; 2026Q1: 18,911 shares 18,911 $2.11M 0.07% +2,521 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: 32,424 shares; 2024Q4: 36,091 shares; 2025Q1: 35,256 shares; 2025Q2: 27,363 shares; 2025Q3: 23,771 shares; 2025Q4: 19,966 shares; 2026Q1: 23,211 shares 23,211 $2.08M 0.07% +3,245 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,896 shares; 2024Q4: 53,762 shares; 2025Q1: 64,110 shares; 2025Q2: 58,031 shares; 2025Q3: 23,339 shares; 2025Q4: 25,970 shares; 2026Q1: 26,505 shares 26,505 $2.08M 0.07% +535 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: 32,413 shares; 2024Q4: 32,569 shares; 2025Q1: 31,989 shares; 2025Q2: 27,933 shares; 2025Q3: 12,606 shares; 2025Q4: 21,800 shares; 2026Q1: 21,313 shares 21,313 $2.05M 0.07% -487 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: 15,741 shares; 2024Q4: 15,706 shares; 2025Q1: 14,938 shares; 2025Q2: 14,574 shares; 2025Q3: 14,579 shares; 2025Q4: 14,092 shares; 2026Q1: 14,038 shares 14,038 $2.05M 0.07% -54 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,309 shares; 2024Q4: 2,735 shares; 2025Q1: 4,761 shares; 2025Q2: 20,745 shares; 2025Q3: 21,520 shares; 2025Q4: 25,816 shares; 2026Q1: 30,457 shares 30,457 $2.04M 0.07% +4,641 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,772 shares; 2024Q4: 6,189 shares; 2025Q1: 7,159 shares; 2025Q2: 7,035 shares; 2025Q3: 16,419 shares; 2025Q4: 13,864 shares; 2026Q1: 7,281 shares 7,281 $2.03M 0.07% -6,583 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: 28,950 shares; 2024Q4: 25,067 shares; 2025Q1: 32,384 shares; 2025Q2: 32,387 shares; 2025Q3: 41,981 shares; 2025Q4: 40,675 shares; 2026Q1: 40,887 shares 40,887 $2.03M 0.07% +212 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,222 shares; 2024Q4: 64,081 shares; 2025Q1: 25,116 shares; 2025Q2: 17,876 shares; 2025Q3: 18,240 shares; 2025Q4: 19,047 shares; 2026Q1: 19,765 shares 19,765 $2.01M 0.07% +718 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,647 shares; 2024Q4: 7,175 shares; 2025Q1: 5,007 shares; 2025Q2: 3,855 shares; 2025Q3: 2,731 shares; 2025Q4: 2,652 shares; 2026Q1: 23,570 shares 23,570 $2.01M 0.07% +20,918 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: 20,034 shares; 2024Q4: 27,235 shares; 2025Q1: 28,780 shares; 2025Q2: 24,640 shares; 2025Q3: 27,253 shares; 2025Q4: 26,806 shares; 2026Q1: 28,527 shares 28,527 $2M 0.07% +1,721 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: 68,855 shares; 2024Q4: 70,448 shares; 2025Q1: 73,819 shares; 2025Q2: 51,409 shares; 2025Q3: 47,886 shares; 2025Q4: 44,499 shares; 2026Q1: 40,625 shares 40,625 $1.98M 0.07% -3,874 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,220 shares; 2024Q4: 29,103 shares; 2025Q1: 30,627 shares; 2025Q2: 47,706 shares; 2025Q3: 50,452 shares; 2025Q4: 49,780 shares; 2026Q1: 48,704 shares 48,704 $1.98M 0.07% -1,076 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: 877 shares; 2024Q4: 3,655 shares; 2025Q1: 55,553 shares; 2025Q2: 46,872 shares; 2025Q3: 5,838 shares; 2025Q4: 5,790 shares; 2026Q1: 24,561 shares 24,561 $1.97M 0.07% +18,771 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,051 shares; 2025Q1: 2,651 shares; 2025Q2: 1,229 shares; 2025Q3: 1,316 shares; 2025Q4: 5,979 shares; 2026Q1: 6,945 shares 6,945 $1.96M 0.07% +966 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: 19,025 shares; 2024Q4: 11,789 shares; 2025Q1: 12,826 shares; 2025Q2: 6,979 shares; 2025Q3: 7,300 shares; 2025Q4: 6,427 shares; 2026Q1: 6,292 shares 6,292 $1.96M 0.07% -135 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: 11,839 shares; 2024Q4: 4,561 shares; 2025Q1: 15,339 shares; 2025Q2: 3,149 shares; 2025Q3: 9,001 shares; 2025Q4: 831 shares; 2026Q1: 11,171 shares 11,171 $1.94M 0.07% +10,340 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: 11,092 shares; 2024Q4: 10,411 shares; 2025Q1: 9,071 shares; 2025Q2: 9,040 shares; 2025Q3: 9,896 shares; 2025Q4: 9,010 shares; 2026Q1: 9,645 shares 9,645 $1.92M 0.07% +635 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 369 shares; 2025Q1: 321 shares; 2025Q2: 307 shares; 2025Q3: 373 shares; 2025Q4: 414 shares; 2026Q1: 451 shares 451 $1.9M 0.06% +37 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,993 shares; 2024Q4: 46,524 shares; 2025Q1: 87,407 shares; 2025Q2: 120,298 shares; 2025Q3: 138,243 shares; 2025Q4: 147,734 shares; 2026Q1: 168,726 shares 168,726 $1.89M 0.06% +20,992 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: 31,632 shares; 2024Q4: 30,801 shares; 2025Q1: 40,602 shares; 2025Q2: 26,163 shares; 2025Q3: 27,031 shares; 2025Q4: 27,194 shares; 2026Q1: 29,495 shares 29,495 $1.89M 0.06% +2,301 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: 4,478 shares; 2024Q4: 4,589 shares; 2025Q1: 4,745 shares; 2025Q2: 5,846 shares; 2025Q3: 6,364 shares; 2025Q4: 6,787 shares; 2026Q1: 5,900 shares 5,900 $1.88M 0.06% -887 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: 28,789 shares; 2024Q4: 27,815 shares; 2025Q1: 26,770 shares; 2025Q2: 55,594 shares; 2025Q3: 20,644 shares; 2025Q4: 20,137 shares; 2026Q1: 20,128 shares 20,128 $1.87M 0.06% -9 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,111 shares; 2025Q2: 24,772 shares; 2025Q3: 27,143 shares; 2025Q4: 30,699 shares; 2026Q1: 36,133 shares 36,133 $1.82M 0.06% +5,434 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,342 shares; 2024Q4: 15,345 shares; 2025Q1: 31,353 shares; 2025Q2: 26,465 shares; 2025Q3: 26,352 shares; 2025Q4: 25,846 shares; 2026Q1: 35,656 shares 35,656 $1.81M 0.06% +9,810 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,539 shares; 2024Q4: 16,656 shares; 2025Q1: 16,338 shares; 2025Q2: 13,993 shares; 2025Q3: 13,688 shares; 2025Q4: 15,342 shares; 2026Q1: 15,165 shares 15,165 $1.8M 0.06% -177 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,547 shares; 2024Q4: 16,870 shares; 2025Q1: 18,646 shares; 2025Q2: 10,623 shares; 2025Q3: 10,654 shares; 2025Q4: 11,326 shares; 2026Q1: 13,551 shares 13,551 $1.79M 0.06% +2,225 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,717 shares; 2025Q1: 47,873 shares; 2025Q2: 46,762 shares; 2025Q3: 47,204 shares; 2025Q4: 48,723 shares; 2026Q1: 49,981 shares 49,981 $1.79M 0.06% +1,258 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,604 shares; 2024Q4: 12,626 shares; 2025Q1: 12,486 shares; 2025Q2: 6,024 shares; 2025Q3: 1,789 shares; 2025Q4: 5,753 shares; 2026Q1: 5,670 shares 5,670 $1.78M 0.06% -83 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,142 shares; 2024Q4: 24,618 shares; 2025Q1: 26,970 shares; 2025Q2: 33,033 shares; 2025Q3: 34,909 shares; 2025Q4: 38,130 shares; 2026Q1: 36,898 shares 36,898 $1.77M 0.06% -1,232 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: 20,953 shares; 2024Q4: 13,426 shares; 2025Q1: 13,761 shares; 2025Q2: 12,470 shares; 2025Q3: 12,101 shares; 2025Q4: 12,401 shares; 2026Q1: 18,355 shares 18,355 $1.77M 0.06% +5,954 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: 21,653 shares; 2024Q4: 23,301 shares; 2025Q1: 28,432 shares; 2025Q2: 18,315 shares; 2025Q3: 24,061 shares; 2025Q4: 22,680 shares; 2026Q1: 19,298 shares 19,298 $1.77M 0.06% -3,382 Timeline MDYG 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: 4,815 shares; 2024Q4: 5,275 shares; 2025Q1: 5,805 shares; 2025Q2: 21,619 shares; 2025Q3: 19,913 shares; 2025Q4: 16,909 shares; 2026Q1: 18,361 shares 18,361 $1.76M 0.06% +1,452 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,982 shares; 2024Q4: 9,688 shares; 2025Q1: 8,185 shares; 2025Q2: 7,600 shares; 2025Q3: 7,870 shares; 2025Q4: 10,125 shares; 2026Q1: 7,037 shares 7,037 $1.75M 0.06% -3,088 Timeline FLNG FLEX LNG LTD More: the full row for FLEX LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,453 shares; 2024Q4: 33,365 shares; 2025Q1: 54,052 shares; 2025Q2: 61,114 shares; 2025Q3: 61,776 shares; 2025Q4: 56,387 shares; 2026Q1: 58,598 shares 58,598 $1.74M 0.06% +2,211 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: 17,661 shares; 2024Q4: 17,138 shares; 2025Q1: 15,924 shares; 2025Q2: 14,376 shares; 2025Q3: 14,580 shares; 2025Q4: 14,354 shares; 2026Q1: 14,329 shares 14,329 $1.74M 0.06% -25 Timeline DJUL 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: 59,951 shares; 2024Q4: 56,106 shares; 2025Q1: 48,691 shares; 2025Q2: 43,583 shares; 2025Q3: 37,966 shares; 2025Q4: 37,966 shares; 2026Q1: 36,966 shares 36,966 $1.73M 0.06% -1,000 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: 19,034 shares; 2024Q4: 19,215 shares; 2025Q1: 18,540 shares; 2025Q2: 8,883 shares; 2025Q3: 32,381 shares; 2025Q4: 11,427 shares; 2026Q1: 11,567 shares 11,567 $1.7M 0.06% +140 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: 11,401 shares; 2024Q4: 11,971 shares; 2025Q1: 13,937 shares; 2025Q2: 10,832 shares; 2025Q3: 11,748 shares; 2025Q4: 11,069 shares; 2026Q1: 11,467 shares 11,467 $1.7M 0.06% +398 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: 34,418 shares; 2024Q4: 28,737 shares; 2025Q1: 37,959 shares; 2025Q2: 34,886 shares; 2025Q3: 33,618 shares; 2025Q4: 32,326 shares; 2026Q1: 32,326 shares 32,326 $1.7M 0.06% 0 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100,874 shares 100,874 $1.69M 0.06% new 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: 3,320 shares; 2024Q4: 3,561 shares; 2025Q1: 7,815 shares; 2025Q2: 6,112 shares; 2025Q3: 6,016 shares; 2025Q4: 19,461 shares; 2026Q1: 5,586 shares 5,586 $1.69M 0.06% -13,875 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: 18,792 shares; 2024Q4: 23,696 shares; 2025Q1: 18,884 shares; 2025Q2: 12,157 shares; 2025Q3: 3,149 shares; 2025Q4: 3,964 shares; 2026Q1: 3,946 shares 3,946 $1.68M 0.06% -18 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 1,467 shares; 2025Q3: 79,948 shares; 2025Q4: 80,434 shares; 2026Q1: 70,827 shares 70,827 $1.68M 0.06% -9,607 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: 7,407 shares; 2024Q4: 7,113 shares; 2025Q1: 7,729 shares; 2025Q2: 7,539 shares; 2025Q3: 7,298 shares; 2025Q4: 7,265 shares; 2026Q1: 8,050 shares 8,050 $1.67M 0.06% +785 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 5,686 shares; 2025Q3: 1,185 shares; 2025Q4: 30,260 shares; 2026Q1: 33,301 shares 33,301 $1.66M 0.06% +3,041 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,025 shares; 2024Q4: 1,047 shares; 2025Q1: 2,356 shares; 2025Q2: 20,200 shares; 2025Q3: 13,199 shares; 2025Q4: 12,552 shares; 2026Q1: 15,310 shares 15,310 $1.66M 0.06% +2,758 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: 4,616 shares; 2024Q4: 6,323 shares; 2025Q1: 6,066 shares; 2025Q2: 5,803 shares; 2025Q3: 5,830 shares; 2025Q4: 5,984 shares; 2026Q1: 5,745 shares 5,745 $1.65M 0.06% -239 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: 5,505 shares; 2024Q4: 5,252 shares; 2025Q1: 18,345 shares; 2025Q2: 3,294 shares; 2025Q3: 3,400 shares; 2025Q4: 4,444 shares; 2026Q1: 4,684 shares 4,684 $1.65M 0.06% +240 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,812 shares; 2025Q1: 13,833 shares; 2025Q2: 13,870 shares; 2025Q3: 14,614 shares; 2025Q4: 15,452 shares; 2026Q1: 59,592 shares 59,592 $1.62M 0.06% +44,140 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: 28,436 shares; 2024Q4: 28,740 shares; 2025Q1: 29,550 shares; 2025Q2: 12,116 shares; 2025Q3: 21,885 shares; 2025Q4: 15,797 shares; 2026Q1: 15,949 shares 15,949 $1.6M 0.05% +152 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,459 shares; 2026Q1: 66,397 shares 66,397 $1.6M 0.05% +5,938 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: 40,830 shares; 2024Q4: 38,053 shares; 2025Q1: 39,392 shares; 2025Q2: 25,899 shares; 2025Q3: 23,091 shares; 2025Q4: 22,389 shares; 2026Q1: 20,861 shares 20,861 $1.59M 0.05% -1,528 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,261 shares; 2024Q4: 1,961 shares; 2025Q1: 1,261 shares; 2025Q2: 2,157 shares; 2025Q3: 2,822 shares; 2025Q4: 14,398 shares; 2026Q1: 16,826 shares 16,826 $1.59M 0.05% +2,428 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,590 shares; 2025Q4: 7,090 shares; 2026Q1: 66,140 shares 66,140 $1.58M 0.05% +59,050 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,130 shares; 2024Q4: 13,184 shares; 2025Q1: 11,133 shares; 2025Q2: 11,805 shares; 2025Q3: 11,038 shares; 2025Q4: 9,162 shares; 2026Q1: 12,579 shares 12,579 $1.57M 0.05% +3,417 Timeline XSVM 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: 29,445 shares; 2024Q4: 29,109 shares; 2025Q1: 29,282 shares; 2025Q2: 27,155 shares; 2025Q3: 27,283 shares; 2025Q4: 25,806 shares; 2026Q1: 25,857 shares 25,857 $1.56M 0.05% +51 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 638 shares; 2024Q4: 6,123 shares; 2025Q1: 6,228 shares; 2025Q2: 5,717 shares; 2025Q3: 6,209 shares; 2025Q4: 7,264 shares; 2026Q1: 6,752 shares 6,752 $1.56M 0.05% -512 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: 3,722 shares; 2024Q4: 3,796 shares; 2025Q1: 21,758 shares; 2025Q2: 4,554 shares; 2025Q3: 3,846 shares; 2025Q4: 10,839 shares; 2026Q1: 11,747 shares 11,747 $1.54M 0.05% +908 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: 8,105 shares; 2024Q4: 7,283 shares; 2025Q1: 6,998 shares; 2025Q2: 7,521 shares; 2025Q3: 7,281 shares; 2025Q4: 6,354 shares; 2026Q1: 6,414 shares 6,414 $1.54M 0.05% +60 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,792 shares; 2024Q4: 68,975 shares; 2025Q1: 66,015 shares; 2025Q2: 49,492 shares; 2025Q3: 51,486 shares; 2025Q4: 51,570 shares; 2026Q1: 66,935 shares 66,935 $1.53M 0.05% +15,365 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,524 shares; 2024Q4: 14,030 shares; 2025Q1: 14,541 shares; 2025Q2: 14,198 shares; 2025Q3: 13,963 shares; 2025Q4: 10,928 shares; 2026Q1: 15,210 shares 15,210 $1.53M 0.05% +4,282 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: 100,638 shares; 2024Q4: 102,958 shares; 2025Q1: 105,239 shares; 2025Q2: 62,849 shares; 2025Q3: 63,778 shares; 2025Q4: 62,239 shares; 2026Q1: 78,689 shares 78,689 $1.52M 0.05% +16,450 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,093 shares; 2024Q4: 8,499 shares; 2025Q1: 9,697 shares; 2025Q2: 8,848 shares; 2025Q3: 2,082 shares; 2025Q4: 6,786 shares; 2026Q1: 8,843 shares 8,843 $1.5M 0.05% +2,057 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND 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: 1,935 shares; 2026Q1: 31,575 shares 31,575 $1.48M 0.05% +29,640 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: 48,708 shares; 2024Q4: 47,136 shares; 2025Q1: 48,242 shares; 2025Q2: 39,141 shares; 2025Q3: 37,597 shares; 2025Q4: 33,188 shares; 2026Q1: 31,549 shares 31,549 $1.48M 0.05% -1,639 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: 190 shares; 2025Q1: 182 shares; 2025Q2: not reported; 2025Q3: 2,941 shares; 2025Q4: 2,744 shares; 2026Q1: 2,722 shares 2,722 $1.48M 0.05% -22 Timeline UJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,369 shares; 2024Q4: 42,608 shares; 2025Q1: 35,885 shares; 2025Q2: 61,991 shares; 2025Q3: 61,280 shares; 2025Q4: 52,376 shares; 2026Q1: 39,785 shares 39,785 $1.48M 0.05% -12,591 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: 354 shares; 2024Q4: 57 shares; 2025Q1: 157 shares; 2025Q2: 57 shares; 2025Q3: 478 shares; 2025Q4: 10,248 shares; 2026Q1: 11,062 shares 11,062 $1.47M 0.05% +814 Timeline QGRO 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: 230 shares; 2025Q2: 2,636 shares; 2025Q3: 9,492 shares; 2025Q4: 13,235 shares; 2026Q1: 14,014 shares 14,014 $1.47M 0.05% +779 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,674 shares; 2024Q4: 350 shares; 2025Q1: 815 shares; 2025Q2: 223 shares; 2025Q3: 1,021 shares; 2025Q4: 6,370 shares; 2026Q1: 23,900 shares 23,900 $1.46M 0.05% +17,530 Timeline BMAY 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: 15,151 shares; 2024Q4: 15,149 shares; 2025Q1: 15,150 shares; 2025Q2: 32,498 shares; 2025Q3: 32,313 shares; 2025Q4: 32,478 shares; 2026Q1: 32,483 shares 32,483 $1.46M 0.05% +5 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,859 shares; 2024Q4: 11,525 shares; 2025Q1: 12,026 shares; 2025Q2: 11,512 shares; 2025Q3: 12,885 shares; 2025Q4: 14,674 shares; 2026Q1: 11,205 shares 11,205 $1.44M 0.05% -3,469 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: 3,304 shares; 2024Q4: 3,275 shares; 2025Q1: 10,753 shares; 2025Q2: 2,855 shares; 2025Q3: 4,292 shares; 2025Q4: 3,267 shares; 2026Q1: 12,673 shares 12,673 $1.43M 0.05% +9,406 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 981 shares; 2024Q4: 8,846 shares; 2025Q1: 8,222 shares; 2025Q2: 537 shares; 2025Q3: 558 shares; 2025Q4: 6,309 shares; 2026Q1: 9,210 shares 9,210 $1.43M 0.05% +2,901 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: 4,753 shares; 2024Q4: 708 shares; 2025Q1: 888 shares; 2025Q2: 448 shares; 2025Q3: 383 shares; 2025Q4: 467 shares; 2026Q1: 4,021 shares 4,021 $1.43M 0.05% +3,554 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: 39,464 shares; 2024Q4: 41,077 shares; 2025Q1: 10,930 shares; 2025Q2: 5,559 shares; 2025Q3: 5,435 shares; 2025Q4: 5,761 shares; 2026Q1: 5,466 shares 5,466 $1.43M 0.05% -295 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: 30,724 shares; 2024Q4: 24,840 shares; 2025Q1: 23,411 shares; 2025Q2: 16,823 shares; 2025Q3: 19,423 shares; 2025Q4: 19,563 shares; 2026Q1: 22,793 shares 22,793 $1.41M 0.05% +3,230 Timeline PNOV 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: 19,455 shares; 2024Q4: 28,783 shares; 2025Q1: 28,779 shares; 2025Q2: 28,779 shares; 2025Q3: 28,779 shares; 2025Q4: 34,411 shares; 2026Q1: 34,411 shares 34,411 $1.41M 0.05% 0 Timeline UMAR 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: 31,249 shares; 2024Q4: 27,954 shares; 2025Q1: 90,914 shares; 2025Q2: 65,191 shares; 2025Q3: 53,943 shares; 2025Q4: 41,601 shares; 2026Q1: 35,296 shares 35,296 $1.4M 0.05% -6,305 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: 11,447 shares; 2024Q4: 11,658 shares; 2025Q1: 12,668 shares; 2025Q2: 8,754 shares; 2025Q3: 8,386 shares; 2025Q4: 8,786 shares; 2026Q1: 8,456 shares 8,456 $1.39M 0.05% -330 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: 461 shares; 2025Q2: 16,771 shares; 2025Q3: 24,142 shares; 2025Q4: 36,460 shares; 2026Q1: 38,419 shares 38,419 $1.39M 0.05% +1,959 Timeline BFEB 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: 2,065 shares; 2024Q4: 2,065 shares; 2025Q1: 16,225 shares; 2025Q2: 14,775 shares; 2025Q3: 14,656 shares; 2025Q4: 14,654 shares; 2026Q1: 28,450 shares 28,450 $1.36M 0.05% +13,796 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,408 shares; 2024Q4: 8,792 shares; 2025Q1: 90 shares; 2025Q2: 5,792 shares; 2025Q3: 3,651 shares; 2025Q4: 3,327 shares; 2026Q1: 3,289 shares 3,289 $1.34M 0.05% -38 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: 1,484 shares; 2025Q1: 1,661 shares; 2025Q2: 1,394 shares; 2025Q3: 1,418 shares; 2025Q4: 1,513 shares; 2026Q1: 1,392 shares 1,392 $1.34M 0.05% -121 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,320 shares; 2024Q4: 3,614 shares; 2025Q1: 3,542 shares; 2025Q2: 3,155 shares; 2025Q3: 28,635 shares; 2025Q4: 3,643 shares; 2026Q1: 5,169 shares 5,169 $1.33M 0.05% +1,526 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: 2,341 shares; 2024Q4: 2,341 shares; 2025Q1: 2,393 shares; 2025Q2: 5,172 shares; 2025Q3: 13,112 shares; 2025Q4: 25,348 shares; 2026Q1: 28,326 shares 28,326 $1.33M 0.05% +2,978 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,889 shares; 2024Q4: 124,396 shares; 2025Q1: 66,642 shares; 2025Q2: 28,195 shares; 2025Q3: 24,693 shares; 2025Q4: 43,344 shares; 2026Q1: 41,511 shares 41,511 $1.33M 0.05% -1,833 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: 23,327 shares; 2024Q4: 28,817 shares; 2025Q1: 29,056 shares; 2025Q2: 19,021 shares; 2025Q3: 22,816 shares; 2025Q4: 19,588 shares; 2026Q1: 20,070 shares 20,070 $1.32M 0.05% +482 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,584 shares; 2025Q1: 13,596 shares; 2025Q2: 19,404 shares; 2025Q3: 21,927 shares; 2025Q4: 23,401 shares; 2026Q1: 24,799 shares 24,799 $1.32M 0.05% +1,398 Timeline BAPR 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: 30,405 shares; 2024Q4: 30,405 shares; 2025Q1: 28,400 shares; 2025Q2: 29,904 shares; 2025Q3: 27,192 shares; 2025Q4: 26,834 shares; 2026Q1: 26,773 shares 26,773 $1.31M 0.04% -61 Timeline MARW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,532 shares; 2025Q1: 101,543 shares; 2025Q2: 72,409 shares; 2025Q3: 59,757 shares; 2025Q4: 45,470 shares; 2026Q1: 38,445 shares 38,445 $1.31M 0.04% -7,025 Timeline PBMR PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,146 shares 43,146 $1.31M 0.04% new Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,212 shares; 2024Q4: 74,475 shares; 2025Q1: 74,747 shares; 2025Q2: 63,751 shares; 2025Q3: 61,830 shares; 2025Q4: 72,621 shares; 2026Q1: 72,393 shares 72,393 $1.3M 0.04% -228 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,182 shares; 2024Q4: 2,562 shares; 2025Q1: 4,452 shares; 2025Q2: 5,212 shares; 2025Q3: 5,301 shares; 2025Q4: 5,353 shares; 2026Q1: 5,459 shares 5,459 $1.3M 0.04% +106 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: 4,892 shares; 2024Q4: 5,609 shares; 2025Q1: 6,574 shares; 2025Q2: 6,003 shares; 2025Q3: 7,070 shares; 2025Q4: 7,062 shares; 2026Q1: 7,038 shares 7,038 $1.28M 0.04% -24 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: 2,177 shares; 2024Q4: 2,188 shares; 2025Q1: 2,227 shares; 2025Q2: 1,761 shares; 2025Q3: 1,807 shares; 2025Q4: 1,874 shares; 2026Q1: 1,761 shares 1,761 $1.28M 0.04% -113 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: 45,352 shares; 2024Q4: 47,596 shares; 2025Q1: 49,230 shares; 2025Q2: 9,478 shares; 2025Q3: 15,084 shares; 2025Q4: 12,020 shares; 2026Q1: 16,728 shares 16,728 $1.28M 0.04% +4,708 Timeline JUNW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,470 shares; 2025Q1: 26,920 shares; 2025Q2: 55,959 shares; 2025Q3: 55,421 shares; 2025Q4: 51,964 shares; 2026Q1: 38,001 shares 38,001 $1.27M 0.04% -13,963 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: 73,345 shares; 2024Q4: 68,160 shares; 2025Q1: 68,288 shares; 2025Q2: 45,800 shares; 2025Q3: 46,322 shares; 2025Q4: 46,977 shares; 2026Q1: 45,116 shares 45,116 $1.27M 0.04% -1,861 Timeline PBJN PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 62,425 shares; 2025Q3: 61,818 shares; 2025Q4: 58,005 shares; 2026Q1: 42,375 shares 42,375 $1.27M 0.04% -15,630 Timeline ERO ERO COPPER CORP More: the full row for ERO COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,912 shares; 2025Q4: 48,352 shares; 2026Q1: 47,174 shares 47,174 $1.26M 0.04% -1,178 Timeline PFEB 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: 13,615 shares; 2024Q4: 13,615 shares; 2025Q1: 14,957 shares; 2025Q2: 13,702 shares; 2025Q3: 13,561 shares; 2025Q4: 13,561 shares; 2026Q1: 31,043 shares 31,043 $1.24M 0.04% +17,482 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,782 shares; 2024Q4: 79,376 shares; 2025Q1: 83,361 shares; 2025Q2: 70,194 shares; 2025Q3: 78,707 shares; 2025Q4: 86,158 shares; 2026Q1: 78,120 shares 78,120 $1.24M 0.04% -8,038 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: 15,049 shares; 2024Q4: 15,090 shares; 2025Q1: 16,003 shares; 2025Q2: 12,399 shares; 2025Q3: 11,827 shares; 2025Q4: 12,139 shares; 2026Q1: 13,676 shares 13,676 $1.24M 0.04% +1,537 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: 24,700 shares; 2024Q4: 23,804 shares; 2025Q1: 22,927 shares; 2025Q2: 14,615 shares; 2025Q3: 14,334 shares; 2025Q4: 21,777 shares; 2026Q1: 22,799 shares 22,799 $1.2M 0.04% +1,022 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,093 shares; 2024Q4: 8,602 shares; 2025Q1: 9,111 shares; 2025Q2: 11,750 shares; 2025Q3: 11,563 shares; 2025Q4: 11,816 shares; 2026Q1: 18,599 shares 18,599 $1.19M 0.04% +6,783 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,329 shares; 2024Q4: 2,317 shares; 2025Q1: 2,173 shares; 2025Q2: 2,163 shares; 2025Q3: 4,422 shares; 2025Q4: 15,233 shares; 2026Q1: 10,846 shares 10,846 $1.18M 0.04% -4,387 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: 16,677 shares; 2024Q4: 15,925 shares; 2025Q1: 17,675 shares; 2025Q2: 13,170 shares; 2025Q3: 15,875 shares; 2025Q4: 15,616 shares; 2026Q1: 14,821 shares 14,821 $1.18M 0.04% -795 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,947 shares; 2024Q4: 31,951 shares; 2025Q1: 31,947 shares; 2025Q2: 32,307 shares; 2025Q3: 29,867 shares; 2025Q4: 29,390 shares; 2026Q1: 29,321 shares 29,321 $1.17M 0.04% -69 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: 4,659 shares; 2024Q4: 5,353 shares; 2025Q1: 6,102 shares; 2025Q2: 3,046 shares; 2025Q3: 3,916 shares; 2025Q4: 3,417 shares; 2026Q1: 3,618 shares 3,618 $1.16M 0.04% +201 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: 11,612 shares; 2024Q4: 10,210 shares; 2025Q1: 8,733 shares; 2025Q2: 7,626 shares; 2025Q3: 7,922 shares; 2025Q4: 11,044 shares; 2026Q1: 10,911 shares 10,911 $1.16M 0.04% -133 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: 57,654 shares; 2024Q4: 50,017 shares; 2025Q1: 51,791 shares; 2025Q2: 37,657 shares; 2025Q3: 31,537 shares; 2025Q4: 21,180 shares; 2026Q1: 22,799 shares 22,799 $1.14M 0.04% +1,619 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: 5,842 shares; 2024Q4: 5,757 shares; 2025Q1: 20,973 shares; 2025Q2: 20,700 shares; 2025Q3: 22,040 shares; 2025Q4: 22,541 shares; 2026Q1: 20,865 shares 20,865 $1.14M 0.04% -1,676 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,282 shares; 2024Q4: 30,944 shares; 2025Q1: 31,591 shares; 2025Q2: 30,411 shares; 2025Q3: 30,798 shares; 2025Q4: 29,208 shares; 2026Q1: 26,926 shares 26,926 $1.14M 0.04% -2,282 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: not reported; 2024Q4: 18,119 shares; 2025Q1: 19,317 shares; 2025Q2: 18,483 shares; 2025Q3: 18,706 shares; 2025Q4: 22,751 shares; 2026Q1: 21,706 shares 21,706 $1.13M 0.04% -1,045 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,714 shares; 2024Q4: 5,677 shares; 2025Q1: 8,877 shares; 2025Q2: 8,552 shares; 2025Q3: 9,285 shares; 2025Q4: 8,607 shares; 2026Q1: 8,489 shares 8,489 $1.11M 0.04% -118 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: 10,879 shares; 2024Q4: 10,883 shares; 2025Q1: 11,371 shares; 2025Q2: 12,574 shares; 2025Q3: 13,091 shares; 2025Q4: 13,380 shares; 2026Q1: 13,459 shares 13,459 $1.11M 0.04% +79 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,626 shares; 2025Q1: 21,729 shares; 2025Q2: 17,310 shares; 2025Q3: 20,461 shares; 2025Q4: 25,143 shares; 2026Q1: 31,054 shares 31,054 $1.11M 0.04% +5,911 Timeline FSMD 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: 14 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 20,438 shares; 2025Q3: 21,947 shares; 2025Q4: 22,299 shares; 2026Q1: 24,543 shares 24,543 $1.1M 0.04% +2,244 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,100 shares 22,100 $1.09M 0.04% new Timeline KIE 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: 22,900 shares; 2024Q4: 19,794 shares; 2025Q1: 20,192 shares; 2025Q2: 19,794 shares; 2025Q3: 19,794 shares; 2025Q4: 19,794 shares; 2026Q1: 19,794 shares 19,794 $1.09M 0.04% 0 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: 46,085 shares; 2024Q4: 46,185 shares; 2025Q1: 79,308 shares; 2025Q2: 41,334 shares; 2025Q3: 36,961 shares; 2025Q4: 35,870 shares; 2026Q1: 37,086 shares 37,086 $1.08M 0.04% +1,216 Timeline UAPR 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: 71,203 shares; 2024Q4: 63,072 shares; 2025Q1: 56,359 shares; 2025Q2: 125,836 shares; 2025Q3: 71,583 shares; 2025Q4: 53,877 shares; 2026Q1: 31,916 shares 31,916 $1.07M 0.04% -21,961 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 521 shares; 2025Q1: 321 shares; 2025Q2: 569 shares; 2025Q3: 575 shares; 2025Q4: 45,950 shares; 2026Q1: 6,157 shares 6,157 $1.06M 0.04% -39,793 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,865 shares; 2025Q1: 25,636 shares; 2025Q2: 23,241 shares; 2025Q3: 24,461 shares; 2025Q4: 23,280 shares; 2026Q1: 19,882 shares 19,882 $1.05M 0.04% -3,398 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: 8,125 shares; 2024Q4: 4,783 shares; 2025Q1: 4,464 shares; 2025Q2: 4,877 shares; 2025Q3: 5,630 shares; 2025Q4: 7,137 shares; 2026Q1: 3,016 shares 3,016 $1.04M 0.04% -4,121 Timeline PHO 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: 16,058 shares; 2024Q4: 16,059 shares; 2025Q1: 16,100 shares; 2025Q2: 15,431 shares; 2025Q3: 15,131 shares; 2025Q4: 15,432 shares; 2026Q1: 15,434 shares 15,434 $1.03M 0.04% +2 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: 27,150 shares; 2024Q4: 18,984 shares; 2025Q1: 32,963 shares; 2025Q2: 8,221 shares; 2025Q3: 7,083 shares; 2025Q4: 6,996 shares; 2026Q1: 6,614 shares 6,614 $1.03M 0.04% -382 Timeline EWC 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: 20,093 shares; 2024Q4: 18,325 shares; 2025Q1: 18,325 shares; 2025Q2: 18,433 shares; 2025Q3: 18,433 shares; 2025Q4: 18,434 shares; 2026Q1: 18,482 shares 18,482 $1.01M 0.03% +48 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: 29,234 shares; 2024Q4: 28,776 shares; 2025Q1: 55,274 shares; 2025Q2: 26,054 shares; 2025Q3: 27,174 shares; 2025Q4: 25,653 shares; 2026Q1: 26,711 shares 26,711 $1.01M 0.03% +1,058 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,429 shares; 2024Q4: 34,429 shares; 2025Q1: 25,428 shares; 2025Q2: 25,428 shares; 2025Q3: 25,428 shares; 2025Q4: 17,022 shares; 2026Q1: 16,308 shares 16,308 $1.01M 0.03% -714 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: 11,317 shares; 2024Q4: 11,258 shares; 2025Q1: 11,701 shares; 2025Q2: 11,080 shares; 2025Q3: 11,137 shares; 2025Q4: 11,137 shares; 2026Q1: 10,878 shares 10,878 $1.01M 0.03% -259 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,208 shares; 2024Q4: 5,208 shares; 2025Q1: 16,739 shares; 2025Q2: 16,470 shares; 2025Q3: 16,409 shares; 2025Q4: 14,467 shares; 2026Q1: 18,841 shares 18,841 $1M 0.03% +4,374 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,048 shares; 2024Q4: 61,923 shares; 2025Q1: 12,506 shares; 2025Q2: 9,336 shares; 2025Q3: 10,248 shares; 2025Q4: 11,794 shares; 2026Q1: 10,222 shares 10,222 $1M 0.03% -1,572 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: 23,503 shares; 2024Q4: 22,904 shares; 2025Q1: 28,277 shares; 2025Q2: 20,452 shares; 2025Q3: 8,817 shares; 2025Q4: 9,873 shares; 2026Q1: 13,555 shares 13,555 $998K 0.03% +3,682 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,805 shares; 2025Q3: 14,805 shares; 2025Q4: 13,510 shares; 2026Q1: 13,510 shares 13,510 $993K 0.03% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,248 shares; 2024Q4: 3,673 shares; 2025Q1: 3,634 shares; 2025Q2: 3,378 shares; 2025Q3: 3,378 shares; 2025Q4: 3,385 shares; 2026Q1: 3,297 shares 3,297 $985K 0.03% -88 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,330 shares; 2025Q2: 16,330 shares; 2025Q3: 16,330 shares; 2025Q4: 16,330 shares; 2026Q1: 16,330 shares 16,330 $982K 0.03% 0 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: 9,308 shares; 2024Q4: 6,782 shares; 2025Q1: 6,447 shares; 2025Q2: 4,798 shares; 2025Q3: 5,003 shares; 2025Q4: 4,515 shares; 2026Q1: 4,340 shares 4,340 $981K 0.03% -175 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,870 shares; 2024Q4: 9,201 shares; 2025Q1: 1,630 shares; 2025Q2: 929 shares; 2025Q3: 920 shares; 2025Q4: 885 shares; 2026Q1: 893 shares 893 $974K 0.03% +8 Timeline EWX 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: 13,353 shares; 2024Q4: 13,858 shares; 2025Q1: 14,196 shares; 2025Q2: 13,720 shares; 2025Q3: 13,944 shares; 2025Q4: 14,205 shares; 2026Q1: 14,725 shares 14,725 $974K 0.03% +520 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,447 shares; 2024Q4: 5,450 shares; 2025Q1: 4,884 shares; 2025Q2: 5,135 shares; 2025Q3: 5,047 shares; 2025Q4: 4,986 shares; 2026Q1: 4,912 shares 4,912 $973K 0.03% -74 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,316 shares; 2024Q4: 11,314 shares; 2025Q1: 11,165 shares; 2025Q2: 25,105 shares; 2025Q3: 24,844 shares; 2025Q4: 24,440 shares; 2026Q1: 24,039 shares 24,039 $960K 0.03% -401 Timeline UMAY 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: 29,110 shares; 2024Q4: 17,285 shares; 2025Q1: 8,126 shares; 2025Q2: 50,538 shares; 2025Q3: 43,733 shares; 2025Q4: 30,576 shares; 2026Q1: 25,865 shares 25,865 $952K 0.03% -4,711 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 424 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,062 shares; 2025Q3: 3,062 shares; 2025Q4: 2,816 shares; 2026Q1: 2,802 shares 2,802 $949K 0.03% -14 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: 1,955 shares; 2024Q4: 1,978 shares; 2025Q1: 1,935 shares; 2025Q2: 1,944 shares; 2025Q3: 1,933 shares; 2025Q4: 1,932 shares; 2026Q1: 3,716 shares 3,716 $932K 0.03% +1,784 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: 15,055 shares; 2024Q4: 17,324 shares; 2025Q1: 23,844 shares; 2025Q2: 5,811 shares; 2025Q3: 6,232 shares; 2025Q4: 6,232 shares; 2026Q1: 6,541 shares 6,541 $932K 0.03% +309 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: 17,079 shares; 2024Q4: 16,725 shares; 2025Q1: 15,647 shares; 2025Q2: 14,574 shares; 2025Q3: 12,660 shares; 2025Q4: 10,265 shares; 2026Q1: 9,777 shares 9,777 $928K 0.03% -488 Timeline JPIN 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: 14,782 shares; 2024Q4: 14,753 shares; 2025Q1: 16,581 shares; 2025Q2: 10,629 shares; 2025Q3: 14,404 shares; 2025Q4: 12,425 shares; 2026Q1: 13,020 shares 13,020 $928K 0.03% +595 Timeline PDEC 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: 13,360 shares; 2024Q4: 19,310 shares; 2025Q1: 19,310 shares; 2025Q2: 19,310 shares; 2025Q3: 19,310 shares; 2025Q4: 21,622 shares; 2026Q1: 21,622 shares 21,622 $919K 0.03% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,406 shares; 2024Q4: 12,103 shares; 2025Q1: 10,119 shares; 2025Q2: 10,883 shares; 2025Q3: 10,922 shares; 2025Q4: 11,202 shares; 2026Q1: 11,050 shares 11,050 $914K 0.03% -152 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: 7,953 shares; 2024Q4: 7,816 shares; 2025Q1: 8,012 shares; 2025Q2: 5,144 shares; 2025Q3: 4,916 shares; 2025Q4: 3,948 shares; 2026Q1: 3,926 shares 3,926 $902K 0.03% -22 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: 5,218 shares; 2024Q4: 5,169 shares; 2025Q1: 3,424 shares; 2025Q2: 2,901 shares; 2025Q3: 3,001 shares; 2025Q4: 2,832 shares; 2026Q1: 3,541 shares 3,541 $899K 0.03% +709 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,146 shares; 2024Q4: 17,474 shares; 2025Q1: 20,807 shares; 2025Q2: 25,404 shares; 2025Q3: 31,050 shares; 2025Q4: 31,846 shares; 2026Q1: 35,765 shares 35,765 $886K 0.03% +3,919 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,506 shares; 2024Q4: 17,038 shares; 2025Q1: 11,014 shares; 2025Q2: 6,627 shares; 2025Q3: 6,917 shares; 2025Q4: 18,241 shares; 2026Q1: 18,238 shares 18,238 $875K 0.03% -3 Timeline UJUL 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: 31,680 shares; 2024Q4: 29,897 shares; 2025Q1: 15,278 shares; 2025Q2: 7,471 shares; 2025Q3: 35,588 shares; 2025Q4: 33,680 shares; 2026Q1: 22,789 shares 22,789 $873K 0.03% -10,891 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: 73,425 shares; 2024Q4: 98,432 shares; 2025Q1: 77,982 shares; 2025Q2: 41,386 shares; 2025Q3: 55,783 shares; 2025Q4: 48,757 shares; 2026Q1: 6,905 shares 6,905 $872K 0.03% -41,852 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 400 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,126 shares; 2025Q4: 19,878 shares; 2026Q1: 15,915 shares 15,915 $869K 0.03% -3,963 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,245 shares; 2025Q4: 18,915 shares; 2026Q1: 17,447 shares 17,447 $863K 0.03% -1,468 Timeline DTD 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: 12,327 shares; 2024Q4: 12,371 shares; 2025Q1: 12,396 shares; 2025Q2: 10,321 shares; 2025Q3: 9,960 shares; 2025Q4: 9,990 shares; 2026Q1: 9,912 shares 9,912 $856K 0.03% -78 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,744 shares; 2025Q1: 11,755 shares; 2025Q2: 15,648 shares; 2025Q3: 15,848 shares; 2025Q4: 16,127 shares; 2026Q1: 18,069 shares 18,069 $852K 0.03% +1,942 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,415 shares; 2025Q3: 12,011 shares; 2025Q4: 19,362 shares; 2026Q1: 22,424 shares 22,424 $852K 0.03% +3,062 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,972 shares; 2024Q4: 37,586 shares; 2025Q1: 51,245 shares; 2025Q2: 30,575 shares; 2025Q3: 30,587 shares; 2025Q4: 33,515 shares; 2026Q1: 33,216 shares 33,216 $852K 0.03% -299 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: 18,723 shares; 2024Q4: 18,504 shares; 2025Q1: 18,576 shares; 2025Q2: 11,298 shares; 2025Q3: 2,336 shares; 2025Q4: 1,955 shares; 2026Q1: 1,905 shares 1,905 $850K 0.03% -50 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: 18,613 shares; 2024Q4: 14,333 shares; 2025Q1: 13,647 shares; 2025Q2: 12,146 shares; 2025Q3: 4,026 shares; 2025Q4: 4,858 shares; 2026Q1: 4,440 shares 4,440 $829K 0.03% -418 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,043 shares; 2024Q4: 9,481 shares; 2025Q1: 9,008 shares; 2025Q2: 4,386 shares; 2025Q3: 3,461 shares; 2025Q4: 4,582 shares; 2026Q1: 6,079 shares 6,079 $823K 0.03% +1,497 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,989 shares; 2024Q4: 58,891 shares; 2025Q1: 59,081 shares; 2025Q2: 58,529 shares; 2025Q3: 48,513 shares; 2025Q4: 28,492 shares; 2026Q1: 26,894 shares 26,894 $815K 0.03% -1,598 Timeline AVDE 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: 5,234 shares; 2025Q2: 5,496 shares; 2025Q3: 5,321 shares; 2025Q4: 8,729 shares; 2026Q1: 9,608 shares 9,608 $815K 0.03% +879 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,265 shares; 2024Q4: 6,471 shares; 2025Q1: 4,798 shares; 2025Q2: 5,053 shares; 2025Q3: 5,333 shares; 2025Q4: 5,495 shares; 2026Q1: 5,600 shares 5,600 $812K 0.03% +105 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,072 shares; 2024Q4: 2,546 shares; 2025Q1: 2,802 shares; 2025Q2: 1,337 shares; 2025Q3: 1,258 shares; 2025Q4: 1,272 shares; 2026Q1: 9,916 shares 9,916 $811K 0.03% +8,644 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,063 shares; 2024Q4: 1,425 shares; 2025Q1: 1,324 shares; 2025Q2: 896 shares; 2025Q3: 121 shares; 2025Q4: 19 shares; 2026Q1: 826 shares 826 $810K 0.03% +807 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: 6,145 shares; 2024Q4: 2,912 shares; 2025Q1: 6,990 shares; 2025Q2: 2,094 shares; 2025Q3: 2,545 shares; 2025Q4: 1,713 shares; 2026Q1: 1,411 shares 1,411 $795K 0.03% -302 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,126 shares; 2024Q4: 9,101 shares; 2025Q1: 8,716 shares; 2025Q2: 8,391 shares; 2025Q3: 8,643 shares; 2025Q4: 8,594 shares; 2026Q1: 8,518 shares 8,518 $794K 0.03% -76 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: 7,668 shares; 2024Q4: 7,599 shares; 2025Q1: 7,608 shares; 2025Q2: 8,541 shares; 2025Q3: 8,570 shares; 2025Q4: 8,577 shares; 2026Q1: 8,518 shares 8,518 $792K 0.03% -59 Timeline DLS 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: 12,427 shares; 2024Q4: 12,590 shares; 2025Q1: 12,023 shares; 2025Q2: 12,134 shares; 2025Q3: 12,179 shares; 2025Q4: 11,022 shares; 2026Q1: 9,680 shares 9,680 $789K 0.03% -1,342 Timeline BJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,352 shares; 2024Q4: 9,352 shares; 2025Q1: 15,053 shares; 2025Q2: 18,481 shares; 2025Q3: 17,305 shares; 2025Q4: 17,195 shares; 2026Q1: 17,026 shares 17,026 $787K 0.03% -169 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: 1,090 shares; 2024Q4: 3,103 shares; 2025Q1: 2,757 shares; 2025Q2: 3,423 shares; 2025Q3: 3,736 shares; 2025Q4: 2,484 shares; 2026Q1: 2,501 shares 2,501 $785K 0.03% +17 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,995 shares; 2024Q4: 4,300 shares; 2025Q1: 4,730 shares; 2025Q2: 3,173 shares; 2025Q3: 2,892 shares; 2025Q4: 2,965 shares; 2026Q1: 2,932 shares 2,932 $782K 0.03% -33 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,723 shares; 2026Q1: 31,417 shares 31,417 $779K 0.03% +1,694 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: 11,647 shares; 2024Q4: 11,116 shares; 2025Q1: 10,616 shares; 2025Q2: 9,139 shares; 2025Q3: 9,242 shares; 2025Q4: 9,213 shares; 2026Q1: 9,213 shares 9,213 $778K 0.03% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,209 shares; 2024Q4: 68 shares; 2025Q1: 70 shares; 2025Q2: 150 shares; 2025Q3: 141 shares; 2025Q4: 2,297 shares; 2026Q1: 3,358 shares 3,358 $775K 0.03% +1,061 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: 9,872 shares; 2024Q4: 9,743 shares; 2025Q1: 9,619 shares; 2025Q2: 7,603 shares; 2025Q3: 7,595 shares; 2025Q4: 7,774 shares; 2026Q1: 7,724 shares 7,724 $772K 0.03% -50 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: 19,322 shares; 2024Q4: 18,201 shares; 2025Q1: 17,737 shares; 2025Q2: 17,271 shares; 2025Q3: 13,159 shares; 2025Q4: 12,628 shares; 2026Q1: 8,237 shares 8,237 $770K 0.03% -4,391 Timeline BIZD 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: 62,631 shares; 2024Q4: 81,455 shares; 2025Q1: 92,250 shares; 2025Q2: 95,445 shares; 2025Q3: 95,389 shares; 2025Q4: 57,886 shares; 2026Q1: 60,086 shares 60,086 $769K 0.03% +2,200 Timeline JCE NUVEEN CORE EQUITY ALPHA FD More: the full row for NUVEEN CORE EQUITY ALPHA FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,560 shares; 2024Q4: 46,810 shares; 2025Q1: 51,860 shares; 2025Q2: 51,105 shares; 2025Q3: 50,820 shares; 2025Q4: 51,574 shares; 2026Q1: 51,574 shares 51,574 $762K 0.03% 0 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: 2,575 shares; 2024Q4: 2,307 shares; 2025Q1: 2,317 shares; 2025Q2: 2,333 shares; 2025Q3: 2,101 shares; 2025Q4: 2,165 shares; 2026Q1: 2,203 shares 2,203 $760K 0.03% +38 Timeline PJUN 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: 24,365 shares; 2024Q4: 24,234 shares; 2025Q1: 17,922 shares; 2025Q2: 19,609 shares; 2025Q3: 18,003 shares; 2025Q4: 18,003 shares; 2026Q1: 18,002 shares 18,002 $753K 0.03% -1 Timeline HACK 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: 3,043 shares; 2025Q1: 3,650 shares; 2025Q2: 5,509 shares; 2025Q3: 8,361 shares; 2025Q4: 10,836 shares; 2026Q1: 10,014 shares 10,014 $752K 0.03% -822 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,635 shares; 2026Q1: 7,635 shares 7,635 $744K 0.03% 0 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,365 shares; 2024Q4: 9,753 shares; 2025Q1: 8,433 shares; 2025Q2: 7,578 shares; 2025Q3: 7,037 shares; 2025Q4: 6,817 shares; 2026Q1: 6,505 shares 6,505 $744K 0.03% -312 Timeline PBMY PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 54,283 shares; 2025Q3: 46,094 shares; 2025Q4: 30,258 shares; 2026Q1: 24,546 shares 24,546 $743K 0.03% -5,712 Timeline MAYW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,662 shares; 2025Q1: 7,666 shares; 2025Q2: 48,578 shares; 2025Q3: 41,263 shares; 2025Q4: 27,077 shares; 2026Q1: 21,977 shares 21,977 $743K 0.03% -5,100 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,331 shares; 2025Q1: 31,331 shares; 2025Q2: 29,487 shares; 2025Q3: 23,337 shares; 2025Q4: 5,276 shares; 2026Q1: 31,323 shares 31,323 $742K 0.03% +26,047 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 8,563 shares; 2025Q2: 2,557 shares; 2025Q3: 2,575 shares; 2025Q4: 2,482 shares; 2026Q1: 2,261 shares 2,261 $727K 0.02% -221 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: not reported; 2024Q4: 4,951 shares; 2025Q1: 4,951 shares; 2025Q2: 4,951 shares; 2025Q3: 4,951 shares; 2025Q4: 16,895 shares; 2026Q1: 16,894 shares 16,894 $727K 0.02% -1 Timeline JULW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,616 shares; 2024Q4: 17,619 shares; 2025Q1: 12,422 shares; 2025Q2: 4,767 shares; 2025Q3: 31,357 shares; 2025Q4: 29,439 shares; 2026Q1: 18,659 shares 18,659 $724K 0.02% -10,780 Timeline PBJL PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 40,857 shares; 2025Q4: 38,450 shares; 2026Q1: 24,294 shares 24,294 $722K 0.02% -14,156 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: 7,130 shares; 2024Q4: 4,676 shares; 2025Q1: 4,677 shares; 2025Q2: 4,463 shares; 2025Q3: 4,463 shares; 2025Q4: 5,338 shares; 2026Q1: 5,299 shares 5,299 $719K 0.02% -39 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,452 shares; 2024Q4: 7,451 shares; 2025Q1: 7,451 shares; 2025Q2: 7,256 shares; 2025Q3: 6,226 shares; 2025Q4: 6,061 shares; 2026Q1: 6,041 shares 6,041 $716K 0.02% -20 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: 59,511 shares; 2024Q4: 16,412 shares; 2025Q1: 11,695 shares; 2025Q2: 7,510 shares; 2025Q3: 8,562 shares; 2025Q4: 7,602 shares; 2026Q1: 7,991 shares 7,991 $709K 0.02% +389 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,075 shares; 2024Q4: 4,985 shares; 2025Q1: 4,885 shares; 2025Q2: 4,339 shares; 2025Q3: 4,790 shares; 2025Q4: 4,826 shares; 2026Q1: 4,861 shares 4,861 $708K 0.02% +35 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,104 shares; 2024Q4: 19,104 shares; 2025Q1: 19,104 shares; 2025Q2: 19,104 shares; 2025Q3: 17,001 shares; 2025Q4: 16,537 shares; 2026Q1: 16,537 shares 16,537 $706K 0.02% 0 Timeline UCO PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,000 shares; 2025Q1: 6,502 shares; 2025Q2: 5,802 shares; 2025Q3: 6,702 shares; 2025Q4: 18,802 shares; 2026Q1: 17,902 shares 17,902 $704K 0.02% -900 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: 37,518 shares; 2024Q4: 18,883 shares; 2025Q1: 17,663 shares; 2025Q2: 13,061 shares; 2025Q3: 12,833 shares; 2025Q4: 12,060 shares; 2026Q1: 12,176 shares 12,176 $702K 0.02% +116 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: 23,878 shares; 2024Q4: 22,989 shares; 2025Q1: 23,620 shares; 2025Q2: 8,519 shares; 2025Q3: 6,449 shares; 2025Q4: 6,541 shares; 2026Q1: 6,822 shares 6,822 $700K 0.02% +281 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,004 shares; 2024Q4: 2,004 shares; 2025Q1: 3,229 shares; 2025Q2: 3,934 shares; 2025Q3: 13,089 shares; 2025Q4: 14,315 shares; 2026Q1: 14,264 shares 14,264 $697K 0.02% -51 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,223 shares; 2024Q4: 1,183 shares; 2025Q1: 1,281 shares; 2025Q2: 734 shares; 2025Q3: 552 shares; 2025Q4: 632 shares; 2026Q1: 1,020 shares 1,020 $696K 0.02% +388 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,055 shares; 2024Q4: 20,662 shares; 2025Q1: 1,238 shares; 2025Q2: 1,038 shares; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 3,209 shares 3,209 $695K 0.02% +3,009 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: 14,265 shares; 2024Q4: 15,560 shares; 2025Q1: 17,212 shares; 2025Q2: 4,671 shares; 2025Q3: 3,746 shares; 2025Q4: 4,801 shares; 2026Q1: 4,989 shares 4,989 $695K 0.02% +188 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,541 shares; 2024Q4: not reported; 2025Q1: 47,179 shares; 2025Q2: 23,405 shares; 2025Q3: 6,065 shares; 2025Q4: 4,524 shares; 2026Q1: 8,462 shares 8,462 $691K 0.02% +3,938 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: 5,740 shares; 2024Q4: 4,543 shares; 2025Q1: 4,596 shares; 2025Q2: 4,466 shares; 2025Q3: 4,466 shares; 2025Q4: 4,566 shares; 2026Q1: 4,560 shares 4,560 $690K 0.02% -6 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: not reported; 2024Q4: 3,465 shares; 2025Q1: 2,057 shares; 2025Q2: 6,014 shares; 2025Q3: 3,084 shares; 2025Q4: 6,819 shares; 2026Q1: 3,694 shares 3,694 $689K 0.02% -3,125 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: 6,093 shares; 2024Q4: 5,483 shares; 2025Q1: 5,418 shares; 2025Q2: 5,217 shares; 2025Q3: 5,217 shares; 2025Q4: 5,218 shares; 2026Q1: 4,873 shares 4,873 $689K 0.02% -345 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,371 shares; 2024Q4: 11,907 shares; 2025Q1: 15,342 shares; 2025Q2: 12,440 shares; 2025Q3: 13,939 shares; 2025Q4: 17,177 shares; 2026Q1: 19,656 shares 19,656 $689K 0.02% +2,479 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: 13,815 shares; 2024Q4: 2,848 shares; 2025Q1: 2,739 shares; 2025Q2: 14,288 shares; 2025Q3: 15,963 shares; 2025Q4: 15,618 shares; 2026Q1: 15,251 shares 15,251 $683K 0.02% -367 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: 15,587 shares; 2024Q4: 8,638 shares; 2025Q1: 8,330 shares; 2025Q2: 4,080 shares; 2025Q3: 3,336 shares; 2025Q4: 2,731 shares; 2026Q1: 2,802 shares 2,802 $680K 0.02% +71 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,373 shares; 2024Q4: 7,254 shares; 2025Q1: 5,112 shares; 2025Q2: 5,112 shares; 2025Q3: 5,111 shares; 2025Q4: 14,593 shares; 2026Q1: 14,593 shares 14,593 $673K 0.02% 0 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,950 shares; 2025Q4: 10,625 shares; 2026Q1: 8,425 shares 8,425 $673K 0.02% -2,200 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,133 shares; 2024Q4: 20,824 shares; 2025Q1: 21,026 shares; 2025Q2: 17,422 shares; 2025Q3: 19,100 shares; 2025Q4: 16,453 shares; 2026Q1: 29,907 shares 29,907 $668K 0.02% +13,454 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: 5,601 shares; 2024Q4: 6,457 shares; 2025Q1: 7,746 shares; 2025Q2: 8,157 shares; 2025Q3: 9,367 shares; 2025Q4: 4,867 shares; 2026Q1: 3,047 shares 3,047 $667K 0.02% -1,820 Timeline TJUL 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: 26,133 shares; 2025Q1: 26,133 shares; 2025Q2: 24,283 shares; 2025Q3: 22,679 shares; 2025Q4: 22,683 shares; 2026Q1: 22,684 shares 22,684 $666K 0.02% +1 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: not reported; 2024Q4: 8,691 shares; 2025Q1: 20,207 shares; 2025Q2: 20,207 shares; 2025Q3: 19,907 shares; 2025Q4: 19,548 shares; 2026Q1: 19,586 shares 19,586 $661K 0.02% +38 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 95 shares; 2025Q3: 11,601 shares; 2025Q4: 15,126 shares; 2026Q1: 13,263 shares 13,263 $661K 0.02% -1,863 Timeline EWW 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: 9,763 shares; 2024Q4: 8,642 shares; 2025Q1: 8,642 shares; 2025Q2: 9,488 shares; 2025Q3: 8,676 shares; 2025Q4: 8,677 shares; 2026Q1: 8,725 shares 8,725 $656K 0.02% +48 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: 1,957 shares; 2024Q4: 2,448 shares; 2025Q1: 2,493 shares; 2025Q2: 2,322 shares; 2025Q3: 2,374 shares; 2025Q4: 2,145 shares; 2026Q1: 2,379 shares 2,379 $655K 0.02% +234 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 231 shares; 2024Q4: 349 shares; 2025Q1: 12,291 shares; 2025Q2: 544 shares; 2025Q3: 1,521 shares; 2025Q4: 567 shares; 2026Q1: 15,402 shares 15,402 $654K 0.02% +14,835 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,879 shares; 2024Q4: 10,740 shares; 2025Q1: 9,743 shares; 2025Q2: 6,053 shares; 2025Q3: 6,004 shares; 2025Q4: 5,824 shares; 2026Q1: 5,683 shares 5,683 $653K 0.02% -141 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: 1,485 shares; 2024Q4: 1,550 shares; 2025Q1: 1,929 shares; 2025Q2: 1,632 shares; 2025Q3: 1,357 shares; 2025Q4: 1,477 shares; 2026Q1: 1,322 shares 1,322 $650K 0.02% -155 Timeline FET FORUM ENERGY TECHNOLOGIES IN More: the full row for FORUM ENERGY TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,014 shares 11,014 $646K 0.02% new Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,401 shares; 2026Q1: 12,782 shares 12,782 $644K 0.02% +5,381 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,639 shares; 2024Q4: 5,984 shares; 2025Q1: 2,731 shares; 2025Q2: 2,952 shares; 2025Q3: 3,152 shares; 2025Q4: 12,887 shares; 2026Q1: 16,017 shares 16,017 $643K 0.02% +3,130 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: 8,692 shares; 2024Q4: 8,145 shares; 2025Q1: 8,952 shares; 2025Q2: 7,451 shares; 2025Q3: 8,934 shares; 2025Q4: 10,410 shares; 2026Q1: 11,260 shares 11,260 $643K 0.02% +850 Timeline ACMR ACM RESH INC More: the full row for ACM RESH 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: 17,434 shares; 2025Q3: 16,581 shares; 2025Q4: 16,599 shares; 2026Q1: 16,296 shares 16,296 $641K 0.02% -303 Timeline VIST VISTA ENERGY S.A.B. DE C.V. More: the full row for VISTA ENERGY S.A.B. DE C.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,025 shares; 2024Q4: 62,816 shares; 2025Q1: 895 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,405 shares; 2026Q1: 8,486 shares 8,486 $640K 0.02% +1,081 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: 11,932 shares; 2024Q4: 11,134 shares; 2025Q1: 10,924 shares; 2025Q2: 10,345 shares; 2025Q3: 9,403 shares; 2025Q4: 9,442 shares; 2026Q1: 9,092 shares 9,092 $640K 0.02% -350 Timeline FYEE FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,922 shares; 2025Q4: 21,846 shares; 2026Q1: 23,570 shares 23,570 $639K 0.02% +1,724 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: 202 shares; 2024Q4: 8,473 shares; 2025Q1: 8,958 shares; 2025Q2: 8,947 shares; 2025Q3: 8,901 shares; 2025Q4: 1,545 shares; 2026Q1: 1,505 shares 1,505 $639K 0.02% -40 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,297 shares; 2024Q4: 4,096 shares; 2025Q1: 4,809 shares; 2025Q2: 14,550 shares; 2025Q3: 3,917 shares; 2025Q4: 16,603 shares; 2026Q1: 4,684 shares 4,684 $633K 0.02% -11,919 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 540 shares; 2024Q4: 542 shares; 2025Q1: 622 shares; 2025Q2: 9,511 shares; 2025Q3: 9,529 shares; 2025Q4: 9,564 shares; 2026Q1: 9,596 shares 9,596 $633K 0.02% +32 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: 200 shares; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: 284,771 shares; 2025Q3: 8,153 shares; 2025Q4: 11,647 shares; 2026Q1: 12,636 shares 12,636 $632K 0.02% +989 Timeline SPYD 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: 14,940 shares; 2024Q4: 14,004 shares; 2025Q1: 15,272 shares; 2025Q2: 11,398 shares; 2025Q3: 14,318 shares; 2025Q4: 12,553 shares; 2026Q1: 13,871 shares 13,871 $631K 0.02% +1,318 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,092 shares; 2024Q4: 10,429 shares; 2025Q1: 9,531 shares; 2025Q2: 9,277 shares; 2025Q3: 9,167 shares; 2025Q4: 9,167 shares; 2026Q1: 9,170 shares 9,170 $627K 0.02% +3 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,069 shares; 2024Q4: 9,576 shares; 2025Q1: 6,777 shares; 2025Q2: 6,021 shares; 2025Q3: 6,203 shares; 2025Q4: 6,936 shares; 2026Q1: 5,722 shares 5,722 $626K 0.02% -1,214 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 612 shares; 2025Q1: 406 shares; 2025Q2: 183 shares; 2025Q3: 140 shares; 2025Q4: 12 shares; 2026Q1: 5,938 shares 5,938 $624K 0.02% +5,926 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: 2,482 shares; 2024Q4: 2,462 shares; 2025Q1: 2,475 shares; 2025Q2: 1,009 shares; 2025Q3: 1,010 shares; 2025Q4: 1,010 shares; 2026Q1: 1,011 shares 1,011 $624K 0.02% +1 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,027 shares; 2024Q4: 8,833 shares; 2025Q1: 9,205 shares; 2025Q2: 9,017 shares; 2025Q3: 8,933 shares; 2025Q4: 14,258 shares; 2026Q1: 13,366 shares 13,366 $621K 0.02% -892 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,042 shares; 2024Q4: 10,298 shares; 2025Q1: 8,850 shares; 2025Q2: 5,666 shares; 2025Q3: 5,023 shares; 2025Q4: 5,317 shares; 2026Q1: 5,106 shares 5,106 $604K 0.02% -211 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,800 shares; 2024Q4: 8,748 shares; 2025Q1: 9,230 shares; 2025Q2: 9,221 shares; 2025Q3: 8,903 shares; 2025Q4: 8,938 shares; 2026Q1: 9,127 shares 9,127 $603K 0.02% +189 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,947 shares; 2024Q4: 66,903 shares; 2025Q1: 68,396 shares; 2025Q2: 92,669 shares; 2025Q3: 89,763 shares; 2025Q4: 88,269 shares; 2026Q1: 79,969 shares 79,969 $603K 0.02% -8,300 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,681 shares; 2025Q1: 24,010 shares; 2025Q2: 17,726 shares; 2025Q3: 15,333 shares; 2025Q4: 12,035 shares; 2026Q1: 11,873 shares 11,873 $594K 0.02% -162 Timeline