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: 190,153 shares; 2024Q4: 189,333 shares; 2025Q1: 192,077 shares; 2025Q2: 195,874 shares; 2025Q3: 198,769 shares; 2025Q4: 199,328 shares; 2026Q1: 199,888 shares 199,888 $119M 6.43% +560 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,871 shares; 2024Q4: 166,982 shares; 2025Q1: 174,933 shares; 2025Q2: 182,591 shares; 2025Q3: 184,985 shares; 2025Q4: 192,973 shares; 2026Q1: 158,388 shares 158,388 $103M 5.57% -34,585 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: 325,558 shares; 2024Q4: 327,433 shares; 2025Q1: 333,681 shares; 2025Q2: 342,228 shares; 2025Q3: 351,697 shares; 2025Q4: 357,505 shares; 2026Q1: 359,068 shares 359,068 $76.7M 4.13% +1,563 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,198,710 shares; 2024Q4: 1,264,663 shares; 2025Q1: 1,311,606 shares; 2025Q2: 1,330,407 shares; 2025Q3: 1,343,671 shares; 2025Q4: 1,344,284 shares; 2026Q1: 1,511,055 shares 1,511,055 $73.9M 3.98% +166,771 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: 263,542 shares; 2025Q1: 228,831 shares; 2025Q2: 264,181 shares; 2025Q3: 238,916 shares; 2025Q4: 957,525 shares; 2026Q1: 807,296 shares 807,296 $43.4M 2.34% -150,229 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 481,324 shares; 2024Q4: 998,798 shares; 2025Q1: 1,012,689 shares; 2025Q2: 1,047,419 shares; 2025Q3: 1,038,602 shares; 2025Q4: 1,057,256 shares; 2026Q1: 1,056,800 shares 1,056,800 $41.7M 2.25% -456 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: 2,239 shares; 2024Q4: 92,518 shares; 2025Q1: 90,627 shares; 2025Q2: 92,085 shares; 2025Q3: 88,511 shares; 2025Q4: 85,605 shares; 2026Q1: 86,292 shares 86,292 $36.8M 1.98% +687 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: 128,119 shares; 2024Q4: 186,424 shares; 2025Q1: 183,308 shares; 2025Q2: 183,691 shares; 2025Q3: 181,255 shares; 2025Q4: 181,043 shares; 2026Q1: 131,729 shares 131,729 $33.4M 1.8% -49,314 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: 238,102 shares; 2024Q4: 282,497 shares; 2025Q1: 305,968 shares; 2025Q2: 322,459 shares; 2025Q3: 320,762 shares; 2025Q4: 348,324 shares; 2026Q1: 343,233 shares 343,233 $33.3M 1.79% -5,091 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: 194,912 shares; 2024Q4: 265,228 shares; 2025Q1: 266,829 shares; 2025Q2: 258,449 shares; 2025Q3: 270,718 shares; 2025Q4: 261,681 shares; 2026Q1: 191,220 shares 191,220 $33.3M 1.79% -70,461 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: 26,769 shares; 2024Q4: 27,899 shares; 2025Q1: 34,195 shares; 2025Q2: 49,186 shares; 2025Q3: 51,287 shares; 2025Q4: 34,309 shares; 2026Q1: 55,128 shares 55,128 $31.8M 1.71% +20,819 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: 13,741 shares; 2024Q4: 68,547 shares; 2025Q1: 74,500 shares; 2025Q2: 77,248 shares; 2025Q3: 80,364 shares; 2025Q4: 81,562 shares; 2026Q1: 118,060 shares 118,060 $31M 1.67% +36,498 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: 138,877 shares; 2024Q4: 158,823 shares; 2025Q1: 161,533 shares; 2025Q2: 161,449 shares; 2025Q3: 156,766 shares; 2025Q4: 157,960 shares; 2026Q1: 157,976 shares 157,976 $30.3M 1.63% +16 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: 35,064 shares; 2024Q4: 23,354 shares; 2025Q1: 8,390 shares; 2025Q2: 8,675 shares; 2025Q3: 96,939 shares; 2025Q4: 101,788 shares; 2026Q1: 110,811 shares 110,811 $26.3M 1.42% +9,023 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: 711,629 shares; 2024Q4: 743,413 shares; 2025Q1: 760,078 shares; 2025Q2: 766,703 shares; 2025Q3: 760,502 shares; 2025Q4: 764,028 shares; 2026Q1: 729,003 shares 729,003 $24.6M 1.33% -35,025 Timeline RSMC TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 943,674 shares; 2025Q1: 936,783 shares; 2025Q2: 940,579 shares; 2025Q3: 918,933 shares; 2025Q4: 927,718 shares; 2026Q1: 961,768 shares 961,768 $23.9M 1.29% +34,050 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: not reported; 2024Q4: 4,724 shares; 2025Q1: 4,983 shares; 2025Q2: 4,930 shares; 2025Q3: 5,881 shares; 2025Q4: 6,454 shares; 2026Q1: 160,641 shares 160,641 $21.4M 1.15% +154,187 Timeline RSPT 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: 422,771 shares; 2024Q4: 432,339 shares; 2025Q1: 440,231 shares; 2025Q2: 446,093 shares; 2025Q3: 455,891 shares; 2025Q4: 454,321 shares; 2026Q1: 449,252 shares 449,252 $20.3M 1.09% -5,069 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: 41,905 shares; 2024Q4: 71,102 shares; 2025Q1: 70,875 shares; 2025Q2: 73,969 shares; 2025Q3: 75,666 shares; 2025Q4: 75,929 shares; 2026Q1: 52,680 shares 52,680 $19.5M 1.05% -23,249 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: 53,991 shares; 2024Q4: 55,273 shares; 2025Q1: 55,090 shares; 2025Q2: 56,829 shares; 2025Q3: 56,420 shares; 2025Q4: 58,818 shares; 2026Q1: 56,966 shares 56,966 $18.3M 0.99% -1,852 Timeline RACE FERRARI N V More: the full row for FERRARI N V 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: 48,754 shares 48,754 $16.5M 0.89% new 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: 88,218 shares; 2024Q4: 124,026 shares; 2025Q1: 128,577 shares; 2025Q2: 138,604 shares; 2025Q3: 140,247 shares; 2025Q4: 131,957 shares; 2026Q1: 77,335 shares 77,335 $16.1M 0.87% -54,622 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: 25,164 shares; 2024Q4: 16,960 shares; 2025Q1: 17,019 shares; 2025Q2: 15,781 shares; 2025Q3: 20,341 shares; 2025Q4: 42,393 shares; 2026Q1: 23,436 shares 23,436 $15.2M 0.82% -18,957 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: 37,941 shares; 2024Q4: 44,229 shares; 2025Q1: 68,620 shares; 2025Q2: 83,762 shares; 2025Q3: 67,753 shares; 2025Q4: 69,098 shares; 2026Q1: 50,177 shares 50,177 $14.4M 0.78% -18,921 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: 32,432 shares; 2024Q4: 46,788 shares; 2025Q1: 49,377 shares; 2025Q2: 54,327 shares; 2025Q3: 52,022 shares; 2025Q4: 51,725 shares; 2026Q1: 36,870 shares 36,870 $10.8M 0.58% -14,855 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: 365,933 shares; 2024Q4: 80,983 shares; 2025Q1: 88,228 shares; 2025Q2: 96,049 shares; 2025Q3: 94,442 shares; 2025Q4: 103,095 shares; 2026Q1: 108,019 shares 108,019 $10.5M 0.57% +4,924 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: 13,585 shares; 2024Q4: 23,286 shares; 2025Q1: 23,913 shares; 2025Q2: 24,959 shares; 2025Q3: 24,194 shares; 2025Q4: 24,265 shares; 2026Q1: 14,669 shares 14,669 $10.4M 0.56% -9,596 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: 671,089 shares; 2024Q4: 686,084 shares; 2025Q1: 631,134 shares; 2025Q2: 587,932 shares; 2025Q3: 439,919 shares; 2025Q4: 436,925 shares; 2026Q1: 254,193 shares 254,193 $10M 0.54% -182,732 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: 2,870 shares; 2024Q4: 10,867 shares; 2025Q1: 28,982 shares; 2025Q2: 35,268 shares; 2025Q3: 95,204 shares; 2025Q4: 62,488 shares; 2026Q1: 90,099 shares 90,099 $9.95M 0.54% +27,611 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: 155,569 shares; 2024Q4: 172,743 shares; 2025Q1: 185,380 shares; 2025Q2: 207,028 shares; 2025Q3: 209,717 shares; 2025Q4: 215,063 shares; 2026Q1: 205,362 shares 205,362 $9.35M 0.5% -9,701 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: 30,956 shares; 2024Q4: 34,914 shares; 2025Q1: 37,950 shares; 2025Q2: 40,363 shares; 2025Q3: 41,348 shares; 2025Q4: 46,150 shares; 2026Q1: 29,871 shares 29,871 $9.25M 0.5% -16,279 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: 66,008 shares; 2024Q4: 141,363 shares; 2025Q1: 112,965 shares; 2025Q2: 130,569 shares; 2025Q3: 124,428 shares; 2025Q4: 153,031 shares; 2026Q1: 157,967 shares 157,967 $8.97M 0.48% +4,936 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: 36,685 shares; 2024Q4: 42,464 shares; 2025Q1: 43,350 shares; 2025Q2: 43,940 shares; 2025Q3: 44,770 shares; 2025Q4: 45,171 shares; 2026Q1: 41,600 shares 41,600 $8.95M 0.48% -3,571 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: 34,974 shares; 2024Q4: 35,629 shares; 2025Q1: 38,641 shares; 2025Q2: 40,335 shares; 2025Q3: 40,834 shares; 2025Q4: 40,199 shares; 2026Q1: 20,338 shares 20,338 $8.88M 0.48% -19,861 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: 68,692 shares; 2024Q4: 70,379 shares; 2025Q1: 81,731 shares; 2025Q2: 81,579 shares; 2025Q3: 54,827 shares; 2025Q4: 52,770 shares; 2026Q1: 58,826 shares 58,826 $8.38M 0.45% +6,056 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: 52,153 shares; 2024Q4: 238,239 shares; 2025Q1: 241,418 shares; 2025Q2: 222,709 shares; 2025Q3: 219,196 shares; 2025Q4: 189,895 shares; 2026Q1: 73,070 shares 73,070 $8.27M 0.44% -116,825 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: 51,728 shares; 2024Q4: 78,642 shares; 2025Q1: 80,876 shares; 2025Q2: 81,044 shares; 2025Q3: 80,353 shares; 2025Q4: 71,141 shares; 2026Q1: 46,753 shares 46,753 $7.93M 0.43% -24,388 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: 30,010 shares; 2024Q4: 49,243 shares; 2025Q1: 54,363 shares; 2025Q2: 253,827 shares; 2025Q3: 272,860 shares; 2025Q4: 578,349 shares; 2026Q1: 171,505 shares 171,505 $7.87M 0.42% -406,844 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: 37,557 shares; 2024Q4: 37,883 shares; 2025Q1: 39,801 shares; 2025Q2: 43,322 shares; 2025Q3: 41,315 shares; 2025Q4: 6,378 shares; 2026Q1: 45,963 shares 45,963 $7.43M 0.4% +39,585 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: 18,949 shares; 2024Q4: 30,056 shares; 2025Q1: 48,369 shares; 2025Q2: 51,281 shares; 2025Q3: 90,857 shares; 2025Q4: 69,577 shares; 2026Q1: 74,915 shares 74,915 $7.43M 0.4% +5,338 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: 19,271 shares; 2024Q4: 18,975 shares; 2025Q1: 19,645 shares; 2025Q2: 22,737 shares; 2025Q3: 26,968 shares; 2025Q4: 29,969 shares; 2026Q1: 19,607 shares 19,607 $7.29M 0.39% -10,362 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: 62,487 shares; 2024Q4: 75,753 shares; 2025Q1: 78,885 shares; 2025Q2: 72,703 shares; 2025Q3: 88,532 shares; 2025Q4: 20,435 shares; 2026Q1: 98,317 shares 98,317 $7.24M 0.39% +77,882 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: 18,642 shares; 2024Q4: 25,674 shares; 2025Q1: 37,367 shares; 2025Q2: 10,379 shares; 2025Q3: 17,034 shares; 2025Q4: 15,748 shares; 2026Q1: 16,543 shares 16,543 $7.12M 0.38% +795 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: 2,282 shares; 2024Q4: 2,180 shares; 2025Q1: 5,504 shares; 2025Q2: 8,064 shares; 2025Q3: 7,860 shares; 2025Q4: 8,325 shares; 2026Q1: 8,095 shares 8,095 $7.07M 0.38% -230 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: 64,207 shares; 2024Q4: 96,766 shares; 2025Q1: 97,626 shares; 2025Q2: 100,152 shares; 2025Q3: 104,991 shares; 2025Q4: 103,864 shares; 2026Q1: 72,568 shares 72,568 $7M 0.38% -31,296 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,113 shares; 2024Q4: 33,008 shares; 2025Q1: 33,220 shares; 2025Q2: 32,828 shares; 2025Q3: 32,759 shares; 2025Q4: 32,588 shares; 2026Q1: 32,651 shares 32,651 $7M 0.38% +63 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,990 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 138,604 shares 138,604 $6.93M 0.37% new 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: 39,968 shares; 2024Q4: 49,673 shares; 2025Q1: 49,899 shares; 2025Q2: 56,393 shares; 2025Q3: 57,865 shares; 2025Q4: 47,002 shares; 2026Q1: 33,309 shares 33,309 $6.89M 0.37% -13,693 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: 31,950 shares; 2024Q4: 43,061 shares; 2025Q1: 45,831 shares; 2025Q2: 47,785 shares; 2025Q3: 46,388 shares; 2025Q4: 46,551 shares; 2026Q1: 28,142 shares 28,142 $6.88M 0.37% -18,409 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: 37,394 shares; 2024Q4: 40,519 shares; 2025Q1: 44,888 shares; 2025Q2: 48,182 shares; 2025Q3: 48,336 shares; 2025Q4: 51,236 shares; 2026Q1: 50,102 shares 50,102 $6.81M 0.37% -1,134 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: 133,345 shares; 2024Q4: 113,752 shares; 2025Q1: 112,932 shares; 2025Q2: 105,582 shares; 2025Q3: 119,433 shares; 2025Q4: 125,562 shares; 2026Q1: 99,218 shares 99,218 $6.77M 0.36% -26,344 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: 44,480 shares; 2024Q4: 25,028 shares; 2025Q1: 21,735 shares; 2025Q2: 25,372 shares; 2025Q3: 26,533 shares; 2025Q4: 51,452 shares; 2026Q1: 50,943 shares 50,943 $6.77M 0.36% -509 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,664 shares; 2024Q4: 22,091 shares; 2025Q1: 22,689 shares; 2025Q2: 22,733 shares; 2025Q3: 22,549 shares; 2025Q4: 23,093 shares; 2026Q1: 19,127 shares 19,127 $6.29M 0.34% -3,966 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: 69,531 shares; 2024Q4: 75,191 shares; 2025Q1: 77,075 shares; 2025Q2: 81,895 shares; 2025Q3: 82,827 shares; 2025Q4: 87,363 shares; 2026Q1: 80,198 shares 80,198 $6.22M 0.33% -7,165 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: 32,720 shares; 2024Q4: 48,698 shares; 2025Q1: 50,112 shares; 2025Q2: 47,158 shares; 2025Q3: 45,226 shares; 2025Q4: 46,683 shares; 2026Q1: 28,420 shares 28,420 $6.18M 0.33% -18,263 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: 40,694 shares; 2024Q4: 44,941 shares; 2025Q1: 51,578 shares; 2025Q2: 58,082 shares; 2025Q3: 63,705 shares; 2025Q4: 66,523 shares; 2026Q1: 78,891 shares 78,891 $6.09M 0.33% +12,368 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: 6,481 shares; 2024Q4: 7,985 shares; 2025Q1: 8,214 shares; 2025Q2: 11,028 shares; 2025Q3: 11,146 shares; 2025Q4: 11,135 shares; 2026Q1: 6,592 shares 6,592 $6.06M 0.33% -4,543 Timeline AVNV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74,971 shares 74,971 $5.88M 0.32% new 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: 134,658 shares; 2024Q4: 64,258 shares; 2025Q1: 66,007 shares; 2025Q2: 67,989 shares; 2025Q3: 68,998 shares; 2025Q4: 70,997 shares; 2026Q1: 39,026 shares 39,026 $5.78M 0.31% -31,971 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: 36,168 shares; 2024Q4: 57,684 shares; 2025Q1: 57,428 shares; 2025Q2: 57,910 shares; 2025Q3: 54,315 shares; 2025Q4: 51,338 shares; 2026Q1: 38,504 shares 38,504 $5.56M 0.3% -12,834 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,087 shares; 2024Q4: 7,411 shares; 2025Q1: 7,182 shares; 2025Q2: 7,627 shares; 2025Q3: 7,610 shares; 2025Q4: 7,559 shares; 2026Q1: 5,432 shares 5,432 $5.41M 0.29% -2,127 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: 16,858 shares; 2024Q4: 15,335 shares; 2025Q1: 20,335 shares; 2025Q2: 22,090 shares; 2025Q3: 26,990 shares; 2025Q4: 30,259 shares; 2026Q1: 32,496 shares 32,496 $5.38M 0.29% +2,237 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: 37,733 shares; 2024Q4: 52,585 shares; 2025Q1: 63,367 shares; 2025Q2: 40,195 shares; 2025Q3: 55,998 shares; 2025Q4: 51,899 shares; 2026Q1: 52,869 shares 52,869 $5.32M 0.29% +970 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: 39,214 shares; 2024Q4: 59,584 shares; 2025Q1: 62,972 shares; 2025Q2: 60,528 shares; 2025Q3: 58,229 shares; 2025Q4: 58,303 shares; 2026Q1: 42,922 shares 42,922 $5.2M 0.28% -15,381 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: 44,202 shares; 2024Q4: 73,133 shares; 2025Q1: 72,045 shares; 2025Q2: 72,501 shares; 2025Q3: 71,702 shares; 2025Q4: 71,317 shares; 2026Q1: 40,569 shares 40,569 $5.05M 0.27% -30,748 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: 31,914 shares; 2024Q4: 40,242 shares; 2025Q1: 42,341 shares; 2025Q2: 38,747 shares; 2025Q3: 35,873 shares; 2025Q4: 37,297 shares; 2026Q1: 30,167 shares 30,167 $5.03M 0.27% -7,130 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,522 shares; 2024Q4: 28,353 shares; 2025Q1: 56,118 shares; 2025Q2: 54,226 shares; 2025Q3: 52,760 shares; 2025Q4: 64,939 shares; 2026Q1: 53,455 shares 53,455 $5.01M 0.27% -11,484 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,975 shares; 2024Q4: 70,678 shares; 2025Q1: 77,259 shares; 2025Q2: 88,002 shares; 2025Q3: 84,669 shares; 2025Q4: 91,188 shares; 2026Q1: 97,996 shares 97,996 $4.93M 0.27% +6,808 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: 11,335 shares; 2024Q4: 12,519 shares; 2025Q1: 12,292 shares; 2025Q2: 13,138 shares; 2025Q3: 14,028 shares; 2025Q4: 14,133 shares; 2026Q1: 9,983 shares 9,983 $4.78M 0.26% -4,150 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,888 shares; 2024Q4: 67,407 shares; 2025Q1: 67,757 shares; 2025Q2: 67,877 shares; 2025Q3: 68,012 shares; 2025Q4: 68,572 shares; 2026Q1: 69,854 shares 69,854 $4.61M 0.25% +1,282 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: 21,491 shares; 2024Q4: 33,119 shares; 2025Q1: 27,740 shares; 2025Q2: 27,887 shares; 2025Q3: 43,573 shares; 2025Q4: 30,309 shares; 2026Q1: 15,772 shares 15,772 $4.52M 0.24% -14,537 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,034 shares; 2024Q4: 17,121 shares; 2025Q1: 18,718 shares; 2025Q2: 21,177 shares; 2025Q3: 20,903 shares; 2025Q4: 16,615 shares; 2026Q1: 17,963 shares 17,963 $4.44M 0.24% +1,348 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: 133,443 shares; 2024Q4: 148,624 shares; 2025Q1: 150,576 shares; 2025Q2: 165,111 shares; 2025Q3: 162,903 shares; 2025Q4: 166,675 shares; 2026Q1: 148,632 shares 148,632 $4.31M 0.23% -18,043 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,150 shares; 2024Q4: 46,420 shares; 2025Q1: 45,435 shares; 2025Q2: 40,077 shares; 2025Q3: 40,325 shares; 2025Q4: 43,391 shares; 2026Q1: 44,436 shares 44,436 $4.3M 0.23% +1,045 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,147 shares; 2024Q4: 293,216 shares; 2025Q1: 254,893 shares; 2025Q2: 263,530 shares; 2025Q3: 242,187 shares; 2025Q4: 10,307 shares; 2026Q1: 176,134 shares 176,134 $4.27M 0.23% +165,827 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: 35,614 shares; 2024Q4: 29,948 shares; 2025Q1: 41,370 shares; 2025Q2: 39,511 shares; 2025Q3: 45,332 shares; 2025Q4: 44,719 shares; 2026Q1: 42,208 shares 42,208 $4.24M 0.23% -2,511 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,084 shares; 2024Q4: 3,169 shares; 2025Q1: 3,138 shares; 2025Q2: 2,823 shares; 2025Q3: 2,955 shares; 2025Q4: 38,078 shares; 2026Q1: 43,553 shares 43,553 $4.19M 0.23% +5,475 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,907 shares; 2024Q4: 80,234 shares; 2025Q1: 90,079 shares; 2025Q2: 93,331 shares; 2025Q3: 121,332 shares; 2025Q4: 149,757 shares; 2026Q1: 163,434 shares 163,434 $4.18M 0.22% +13,677 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: 14,536 shares; 2024Q4: 22,190 shares; 2025Q1: 21,936 shares; 2025Q2: 20,979 shares; 2025Q3: 21,295 shares; 2025Q4: 21,405 shares; 2026Q1: 13,210 shares 13,210 $4.11M 0.22% -8,195 Timeline SQQQ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,029 shares; 2026Q1: 49,795 shares 49,795 $4.01M 0.22% +36,766 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,011 shares; 2024Q4: 9,514 shares; 2025Q1: 9,829 shares; 2025Q2: 18,197 shares; 2025Q3: 16,727 shares; 2025Q4: 16,657 shares; 2026Q1: 14,023 shares 14,023 $3.99M 0.21% -2,634 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: 12,951 shares; 2024Q4: 18,460 shares; 2025Q1: 18,422 shares; 2025Q2: 17,370 shares; 2025Q3: 17,250 shares; 2025Q4: 18,064 shares; 2026Q1: 11,188 shares 11,188 $3.94M 0.21% -6,876 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: 8,154 shares; 2024Q4: 11,852 shares; 2025Q1: 12,199 shares; 2025Q2: 13,043 shares; 2025Q3: 14,499 shares; 2025Q4: 24,041 shares; 2026Q1: 6,792 shares 6,792 $3.87M 0.21% -17,249 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: 26,688 shares; 2024Q4: 32,759 shares; 2025Q1: 35,856 shares; 2025Q2: 36,280 shares; 2025Q3: 29,266 shares; 2025Q4: 30,322 shares; 2026Q1: 23,155 shares 23,155 $3.81M 0.21% -7,167 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,063 shares; 2024Q4: 90,469 shares; 2025Q1: 99,476 shares; 2025Q2: 100,514 shares; 2025Q3: 105,220 shares; 2025Q4: 113,094 shares; 2026Q1: 112,785 shares 112,785 $3.78M 0.2% -309 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: 27,413 shares; 2024Q4: 38,355 shares; 2025Q1: 37,304 shares; 2025Q2: 45,205 shares; 2025Q3: 37,996 shares; 2025Q4: 35,950 shares; 2026Q1: 24,088 shares 24,088 $3.74M 0.2% -11,862 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: 13,606 shares; 2024Q4: 108,790 shares; 2025Q1: 117,166 shares; 2025Q2: 105,099 shares; 2025Q3: 113,226 shares; 2025Q4: 113,372 shares; 2026Q1: 118,992 shares 118,992 $3.65M 0.2% +5,620 Timeline QQQP INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS 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: not reported; 2025Q4: not reported; 2026Q1: 23,751 shares 23,751 $3.6M 0.19% new 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: 45,843 shares; 2024Q4: 57,440 shares; 2025Q1: 56,651 shares; 2025Q2: 46,760 shares; 2025Q3: 42,330 shares; 2025Q4: 45,841 shares; 2026Q1: 56,126 shares 56,126 $3.6M 0.19% +10,285 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: 204,092 shares; 2024Q4: 138,479 shares; 2025Q1: 108,901 shares; 2025Q2: 84,749 shares; 2025Q3: 96,453 shares; 2025Q4: 118,573 shares; 2026Q1: 58,369 shares 58,369 $3.5M 0.19% -60,204 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,611 shares; 2024Q4: 1,884 shares; 2025Q1: 2,173 shares; 2025Q2: 1,999 shares; 2025Q3: 14,471 shares; 2025Q4: 19,810 shares; 2026Q1: 16,487 shares 16,487 $3.43M 0.18% -3,323 Timeline MGC 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: 18,275 shares; 2024Q4: 18,010 shares; 2025Q1: 17,232 shares; 2025Q2: 18,545 shares; 2025Q3: 16,238 shares; 2025Q4: 16,889 shares; 2026Q1: 14,479 shares 14,479 $3.42M 0.18% -2,410 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: 1,458 shares; 2024Q4: 4,252 shares; 2025Q1: 5,209 shares; 2025Q2: 4,918 shares; 2025Q3: 4,303 shares; 2025Q4: 5,071 shares; 2026Q1: 4,881 shares 4,881 $3.41M 0.18% -190 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: 10,966 shares; 2024Q4: 13,514 shares; 2025Q1: 13,288 shares; 2025Q2: 13,182 shares; 2025Q3: 13,256 shares; 2025Q4: 13,724 shares; 2026Q1: 10,599 shares 10,599 $3.37M 0.18% -3,125 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,843 shares; 2024Q4: 18,533 shares; 2025Q1: 19,316 shares; 2025Q2: 19,714 shares; 2025Q3: 20,945 shares; 2025Q4: 21,360 shares; 2026Q1: 15,993 shares 15,993 $3.36M 0.18% -5,367 Timeline PTF 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: 33,883 shares; 2024Q4: 33,687 shares; 2025Q1: 34,531 shares; 2025Q2: 37,088 shares; 2025Q3: 37,666 shares; 2025Q4: 38,700 shares; 2026Q1: 38,769 shares 38,769 $3.35M 0.18% +69 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: 6,149 shares; 2024Q4: 6,465 shares; 2025Q1: 6,766 shares; 2025Q2: 6,037 shares; 2025Q3: 16,694 shares; 2025Q4: 17,827 shares; 2026Q1: 14,780 shares 14,780 $3.34M 0.18% -3,047 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,401 shares; 2024Q4: 5,424 shares; 2025Q1: 4,965 shares; 2025Q2: 4,439 shares; 2025Q3: 18,803 shares; 2025Q4: 20,189 shares; 2026Q1: 38,290 shares 38,290 $3.33M 0.18% +18,101 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,267 shares; 2024Q4: 44,817 shares; 2025Q1: 45,505 shares; 2025Q2: 46,619 shares; 2025Q3: 46,745 shares; 2025Q4: 48,121 shares; 2026Q1: 29,347 shares 29,347 $3.3M 0.18% -18,774 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,360 shares; 2024Q4: 11,251 shares; 2025Q1: 19,789 shares; 2025Q2: 21,529 shares; 2025Q3: 26,910 shares; 2025Q4: 45,111 shares; 2026Q1: 64,827 shares 64,827 $3.3M 0.18% +19,716 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: 10,757 shares; 2024Q4: 11,037 shares; 2025Q1: 11,176 shares; 2025Q2: 11,311 shares; 2025Q3: 11,243 shares; 2025Q4: 35,991 shares; 2026Q1: 41,030 shares 41,030 $3.24M 0.17% +5,039 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 67,086 shares 67,086 $3.24M 0.17% new Timeline GSEE 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: 58,751 shares; 2025Q4: 49,322 shares; 2026Q1: 54,366 shares 54,366 $3.18M 0.17% +5,044 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: 19,411 shares; 2024Q4: 19,098 shares; 2025Q1: 20,294 shares; 2025Q2: 19,392 shares; 2025Q3: 19,082 shares; 2025Q4: 19,073 shares; 2026Q1: 10,999 shares 10,999 $3.17M 0.17% -8,074 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,127 shares; 2024Q4: 81,349 shares; 2025Q1: 84,403 shares; 2025Q2: 85,545 shares; 2025Q3: 81,681 shares; 2025Q4: 84,697 shares; 2026Q1: 68,302 shares 68,302 $3.14M 0.17% -16,395 Timeline STXT EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 150,091 shares; 2025Q1: 153,199 shares; 2025Q2: 136,330 shares; 2025Q3: 241,319 shares; 2025Q4: 243,843 shares; 2026Q1: 155,769 shares 155,769 $3.1M 0.17% -88,074 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: 15,044 shares; 2024Q4: 27,298 shares; 2025Q1: 34,497 shares; 2025Q2: 33,518 shares; 2025Q3: 38,401 shares; 2025Q4: 16,466 shares; 2026Q1: 15,594 shares 15,594 $3.06M 0.16% -872 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: 42,020 shares; 2024Q4: 58,588 shares; 2025Q1: 58,401 shares; 2025Q2: 51,100 shares; 2025Q3: 53,665 shares; 2025Q4: 12,419 shares; 2026Q1: 63,186 shares 63,186 $3.04M 0.16% +50,767 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: 3,818 shares; 2025Q1: 4,161 shares; 2025Q2: 4,103 shares; 2025Q3: 3,458 shares; 2025Q4: 3,575 shares; 2026Q1: 3,132 shares 3,132 $3.01M 0.16% -443 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: 3,299 shares; 2024Q4: 3,957 shares; 2025Q1: 4,797 shares; 2025Q2: 29,285 shares; 2025Q3: 29,419 shares; 2025Q4: 30,788 shares; 2026Q1: 22,580 shares 22,580 $2.98M 0.16% -8,208 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: 33,855 shares; 2024Q4: 32,527 shares; 2025Q1: 32,789 shares; 2025Q2: 32,904 shares; 2025Q3: 74,203 shares; 2025Q4: 34,903 shares; 2026Q1: 39,323 shares 39,323 $2.95M 0.16% +4,420 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: 4,997 shares; 2024Q4: 8,905 shares; 2025Q1: 7,504 shares; 2025Q2: 8,671 shares; 2025Q3: 9,775 shares; 2025Q4: 7,374 shares; 2026Q1: 7,696 shares 7,696 $2.95M 0.16% +322 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: not reported; 2024Q4: 5,717 shares; 2025Q1: 3,410 shares; 2025Q2: 3,582 shares; 2025Q3: 6,618 shares; 2025Q4: 12,881 shares; 2026Q1: 25,504 shares 25,504 $2.83M 0.15% +12,623 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,663 shares; 2024Q4: 34,456 shares; 2025Q1: 34,481 shares; 2025Q2: 34,109 shares; 2025Q3: 29,356 shares; 2025Q4: 31,836 shares; 2026Q1: 21,471 shares 21,471 $2.81M 0.15% -10,365 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: 9,297 shares; 2024Q4: 24,328 shares; 2025Q1: 24,074 shares; 2025Q2: 26,425 shares; 2025Q3: 27,531 shares; 2025Q4: 26,687 shares; 2026Q1: 9,202 shares 9,202 $2.78M 0.15% -17,485 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,639 shares; 2024Q4: 248,380 shares; 2025Q1: 235,816 shares; 2025Q2: 211,173 shares; 2025Q3: 150,297 shares; 2025Q4: 131,242 shares; 2026Q1: 44,220 shares 44,220 $2.77M 0.15% -87,022 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: 20,798 shares; 2024Q4: 21,313 shares; 2025Q1: 21,609 shares; 2025Q2: 32,362 shares; 2025Q3: 38,038 shares; 2025Q4: 22,571 shares; 2026Q1: 11,088 shares 11,088 $2.75M 0.15% -11,483 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: 14,841 shares; 2024Q4: 20,811 shares; 2025Q1: 21,681 shares; 2025Q2: 20,649 shares; 2025Q3: 19,426 shares; 2025Q4: 18,380 shares; 2026Q1: 26,704 shares 26,704 $2.74M 0.15% +8,324 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,894 shares; 2026Q1: 16,693 shares 16,693 $2.73M 0.15% +8,799 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,074 shares; 2024Q4: 12,463 shares; 2025Q1: 16,967 shares; 2025Q2: 15,027 shares; 2025Q3: 14,930 shares; 2025Q4: 87,326 shares; 2026Q1: 87,778 shares 87,778 $2.63M 0.14% +452 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,801 shares; 2025Q2: 11,803 shares; 2025Q3: 14,782 shares; 2025Q4: 43,832 shares; 2026Q1: 60,706 shares 60,706 $2.56M 0.14% +16,874 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: 11,106 shares; 2024Q4: 16,401 shares; 2025Q1: 11,671 shares; 2025Q2: 15,598 shares; 2025Q3: 15,627 shares; 2025Q4: 14,844 shares; 2026Q1: 12,568 shares 12,568 $2.56M 0.14% -2,276 Timeline GAA CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,812 shares; 2024Q4: 67,861 shares; 2025Q1: 69,389 shares; 2025Q2: 70,946 shares; 2025Q3: 70,828 shares; 2025Q4: 74,258 shares; 2026Q1: 76,050 shares 76,050 $2.54M 0.14% +1,792 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,792 shares; 2024Q4: 75,738 shares; 2025Q1: 75,861 shares; 2025Q2: 77,619 shares; 2025Q3: 65,849 shares; 2025Q4: 67,363 shares; 2026Q1: 48,426 shares 48,426 $2.54M 0.14% -18,937 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,188 shares; 2024Q4: not reported; 2025Q1: 4,270 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,884 shares 22,884 $2.53M 0.14% new Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,670 shares; 2024Q4: 63,546 shares; 2025Q1: 60,094 shares; 2025Q2: 60,307 shares; 2025Q3: 48,033 shares; 2025Q4: 48,726 shares; 2026Q1: 41,651 shares 41,651 $2.5M 0.13% -7,075 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,145 shares; 2024Q4: 16,072 shares; 2025Q1: 17,301 shares; 2025Q2: 16,333 shares; 2025Q3: 16,405 shares; 2025Q4: 24,489 shares; 2026Q1: 18,896 shares 18,896 $2.47M 0.13% -5,593 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: not reported; 2024Q4: not reported; 2025Q1: 8,618 shares; 2025Q2: 50,973 shares; 2025Q3: 51,130 shares; 2025Q4: 51,306 shares; 2026Q1: 53,800 shares 53,800 $2.46M 0.13% +2,494 Timeline PRN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,647 shares; 2024Q4: 14,918 shares; 2025Q1: 15,657 shares; 2025Q2: 16,421 shares; 2025Q3: 13,188 shares; 2025Q4: 13,512 shares; 2026Q1: 12,497 shares 12,497 $2.43M 0.13% -1,015 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: 15,736 shares; 2024Q4: 22,543 shares; 2025Q1: 15,870 shares; 2025Q2: 27,855 shares; 2025Q3: 20,365 shares; 2025Q4: 17,669 shares; 2026Q1: 16,438 shares 16,438 $2.4M 0.13% -1,231 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,582 shares; 2024Q4: 2,260 shares; 2025Q1: 5,144 shares; 2025Q2: 4,873 shares; 2025Q3: 4,436 shares; 2025Q4: 5,056 shares; 2026Q1: 12,050 shares 12,050 $2.39M 0.13% +6,994 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,126 shares; 2024Q4: 54,516 shares; 2025Q1: 62,811 shares; 2025Q2: 60,982 shares; 2025Q3: 75,280 shares; 2025Q4: 13,547 shares; 2026Q1: 101,183 shares 101,183 $2.36M 0.13% +87,636 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,758 shares; 2025Q1: 4,042 shares; 2025Q2: 10,253 shares; 2025Q3: 17,345 shares; 2025Q4: 26,326 shares; 2026Q1: 21,980 shares 21,980 $2.36M 0.13% -4,346 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: 6,814 shares; 2024Q4: 6,267 shares; 2025Q1: 9,691 shares; 2025Q2: 6,228 shares; 2025Q3: 6,169 shares; 2025Q4: 6,496 shares; 2026Q1: 5,042 shares 5,042 $2.34M 0.13% -1,454 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: 28,737 shares; 2024Q4: 40,251 shares; 2025Q1: 40,362 shares; 2025Q2: 39,403 shares; 2025Q3: 41,290 shares; 2025Q4: 37,828 shares; 2026Q1: 38,759 shares 38,759 $2.25M 0.12% +931 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: 10,083 shares; 2024Q4: 11,002 shares; 2025Q1: 25,270 shares; 2025Q2: 33,547 shares; 2025Q3: 26,665 shares; 2025Q4: 11,310 shares; 2026Q1: 23,916 shares 23,916 $2.19M 0.12% +12,606 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: 72,135 shares; 2024Q4: 106,355 shares; 2025Q1: 88,626 shares; 2025Q2: 74,761 shares; 2025Q3: 70,281 shares; 2025Q4: 69,291 shares; 2026Q1: 32,231 shares 32,231 $2.18M 0.12% -37,060 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: 6,429 shares; 2024Q4: 11,111 shares; 2025Q1: 10,988 shares; 2025Q2: 10,733 shares; 2025Q3: 11,256 shares; 2025Q4: 12,005 shares; 2026Q1: 4,329 shares 4,329 $2.16M 0.12% -7,676 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: 30,239 shares; 2024Q4: 28,599 shares; 2025Q1: 29,840 shares; 2025Q2: 30,915 shares; 2025Q3: 32,240 shares; 2025Q4: not reported; 2026Q1: 43,138 shares 43,138 $2.15M 0.12% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,774 shares; 2024Q4: 22,488 shares; 2025Q1: 23,039 shares; 2025Q2: 23,979 shares; 2025Q3: 24,722 shares; 2025Q4: 25,794 shares; 2026Q1: 16,513 shares 16,513 $2.13M 0.11% -9,281 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: 6,445 shares; 2024Q4: 8,694 shares; 2025Q1: 8,805 shares; 2025Q2: 4,121 shares; 2025Q3: 4,038 shares; 2025Q4: 3,977 shares; 2026Q1: 3,497 shares 3,497 $2.11M 0.11% -480 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,952 shares; 2025Q4: 17,047 shares; 2026Q1: 32,079 shares 32,079 $2.11M 0.11% +15,032 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: 25,278 shares; 2024Q4: 34,895 shares; 2025Q1: 34,073 shares; 2025Q2: 33,526 shares; 2025Q3: 32,084 shares; 2025Q4: 32,901 shares; 2026Q1: 18,348 shares 18,348 $2.1M 0.11% -14,553 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,201 shares; 2025Q4: 5,515 shares; 2026Q1: 6,072 shares 6,072 $2.1M 0.11% +557 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: 136,221 shares; 2024Q4: 121,681 shares; 2025Q1: 120,522 shares; 2025Q2: 93,126 shares; 2025Q3: 96,800 shares; 2025Q4: 100,842 shares; 2026Q1: 44,549 shares 44,549 $2.09M 0.11% -56,293 Timeline POWR ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 79,160 shares 79,160 $2.08M 0.11% new Timeline BUFZ 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: 53,770 shares; 2024Q4: 71,061 shares; 2025Q1: 86,283 shares; 2025Q2: 77,144 shares; 2025Q3: 86,878 shares; 2025Q4: 93,427 shares; 2026Q1: 78,119 shares 78,119 $2.05M 0.11% -15,308 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: 14,616 shares; 2024Q4: 14,632 shares; 2025Q1: 11,367 shares; 2025Q2: 11,798 shares; 2025Q3: 11,905 shares; 2025Q4: 15,195 shares; 2026Q1: 24,756 shares 24,756 $2.05M 0.11% +9,561 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: 29,834 shares; 2024Q4: 148,574 shares; 2025Q1: 127,354 shares; 2025Q2: 129,042 shares; 2025Q3: 146,638 shares; 2025Q4: 38,710 shares; 2026Q1: 41,757 shares 41,757 $2.05M 0.11% +3,047 Timeline STXG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,386 shares; 2024Q4: 56,129 shares; 2025Q1: 51,649 shares; 2025Q2: 36,812 shares; 2025Q3: 47,119 shares; 2025Q4: 58,627 shares; 2026Q1: 43,314 shares 43,314 $2.03M 0.11% -15,313 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: 11,689 shares; 2024Q4: 15,168 shares; 2025Q1: 6,178 shares; 2025Q2: 11,289 shares; 2025Q3: 12,086 shares; 2025Q4: 19,213 shares; 2026Q1: 18,907 shares 18,907 $2M 0.11% -306 Timeline DBCA D BORAL ACQUISITION I CORP More: the full row for D BORAL ACQUISITION I CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 202,772 shares 202,772 $2M 0.11% new Timeline LDSF FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 78,309 shares; 2026Q1: 105,609 shares 105,609 $2M 0.11% +27,300 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,370 shares; 2024Q4: 7,100 shares; 2025Q1: 9,056 shares; 2025Q2: 7,792 shares; 2025Q3: 7,328 shares; 2025Q4: 7,612 shares; 2026Q1: 51,212 shares 51,212 $1.97M 0.11% +43,600 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,698 shares; 2025Q3: 2,571 shares; 2025Q4: 2,583 shares; 2026Q1: 2,195 shares 2,195 $1.96M 0.11% -388 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: 36,738 shares; 2024Q4: 37,427 shares; 2025Q1: 42,906 shares; 2025Q2: 42,195 shares; 2025Q3: 16,350 shares; 2025Q4: 18,335 shares; 2026Q1: 14,458 shares 14,458 $1.96M 0.11% -3,877 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: 26,119 shares; 2024Q4: 29,981 shares; 2025Q1: 29,650 shares; 2025Q2: 28,929 shares; 2025Q3: 22,105 shares; 2025Q4: 23,393 shares; 2026Q1: 23,730 shares 23,730 $1.96M 0.11% +337 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: 7,405 shares; 2024Q4: 9,475 shares; 2025Q1: 7,297 shares; 2025Q2: 8,264 shares; 2025Q3: 9,505 shares; 2025Q4: 18,127 shares; 2026Q1: 17,787 shares 17,787 $1.94M 0.1% -340 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,140 shares; 2024Q4: 10,315 shares; 2025Q1: 10,089 shares; 2025Q2: 11,270 shares; 2025Q3: 25,718 shares; 2025Q4: 27,056 shares; 2026Q1: 30,948 shares 30,948 $1.94M 0.1% +3,892 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: 31,789 shares; 2024Q4: 33,399 shares; 2025Q1: 36,046 shares; 2025Q2: 37,523 shares; 2025Q3: 37,088 shares; 2025Q4: 39,556 shares; 2026Q1: 41,693 shares 41,693 $1.93M 0.1% +2,137 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: 1,894 shares; 2024Q4: 1,908 shares; 2025Q1: 1,970 shares; 2025Q2: 2,546 shares; 2025Q3: 3,045 shares; 2025Q4: 8,747 shares; 2026Q1: 9,738 shares 9,738 $1.93M 0.1% +991 Timeline AGIX KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,965 shares 57,965 $1.9M 0.1% new Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,310 shares; 2026Q1: 37,678 shares 37,678 $1.9M 0.1% +12,368 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,472 shares; 2024Q4: 13,408 shares; 2025Q1: 13,022 shares; 2025Q2: 12,006 shares; 2025Q3: 11,946 shares; 2025Q4: 12,669 shares; 2026Q1: 7,996 shares 7,996 $1.89M 0.1% -4,673 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,053 shares; 2025Q4: not reported; 2026Q1: 28,320 shares 28,320 $1.86M 0.1% new Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,594 shares; 2024Q4: 5,585 shares; 2025Q1: 5,478 shares; 2025Q2: 5,452 shares; 2025Q3: 9,832 shares; 2025Q4: 10,226 shares; 2026Q1: 10,319 shares 10,319 $1.86M 0.1% +93 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,231 shares; 2024Q4: 71,737 shares; 2025Q1: 63,114 shares; 2025Q2: 71,049 shares; 2025Q3: 82,977 shares; 2025Q4: 80,163 shares; 2026Q1: 63,477 shares 63,477 $1.83M 0.1% -16,686 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: 13,989 shares; 2024Q4: 35,310 shares; 2025Q1: 35,321 shares; 2025Q2: 29,529 shares; 2025Q3: 34,004 shares; 2025Q4: 32,622 shares; 2026Q1: 29,836 shares 29,836 $1.83M 0.1% -2,786 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: 41,842 shares; 2024Q4: 28,606 shares; 2025Q1: 31,089 shares; 2025Q2: 32,265 shares; 2025Q3: 31,172 shares; 2025Q4: 31,191 shares; 2026Q1: 25,437 shares 25,437 $1.83M 0.1% -5,754 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: 10,047 shares; 2024Q4: 15,976 shares; 2025Q1: 14,194 shares; 2025Q2: 18,001 shares; 2025Q3: 30,254 shares; 2025Q4: 17,688 shares; 2026Q1: 16,216 shares 16,216 $1.82M 0.1% -1,472 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: 6,874 shares; 2024Q4: 6,798 shares; 2025Q1: 6,788 shares; 2025Q2: 6,573 shares; 2025Q3: 6,558 shares; 2025Q4: 6,899 shares; 2026Q1: 5,630 shares 5,630 $1.8M 0.1% -1,269 Timeline PONOU PONO CAP FOUR INC More: the full row for PONO CAP FOUR 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: 177,844 shares 177,844 $1.77M 0.1% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,650 shares; 2024Q4: 9,320 shares; 2025Q1: 9,415 shares; 2025Q2: 10,066 shares; 2025Q3: 10,149 shares; 2025Q4: 11,436 shares; 2026Q1: 5,164 shares 5,164 $1.77M 0.1% -6,272 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: not reported; 2024Q4: 24,337 shares; 2025Q1: 66,317 shares; 2025Q2: 68,795 shares; 2025Q3: 210,292 shares; 2025Q4: 207,065 shares; 2026Q1: 44,935 shares 44,935 $1.75M 0.09% -162,130 Timeline GMOV GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,889 shares; 2026Q1: 61,553 shares 61,553 $1.74M 0.09% +5,664 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: 2,468 shares; 2024Q4: 41,282 shares; 2025Q1: 37,551 shares; 2025Q2: 38,720 shares; 2025Q3: 37,893 shares; 2025Q4: 36,546 shares; 2026Q1: 8,246 shares 8,246 $1.74M 0.09% -28,300 Timeline IACOU IDEA ACQUISITION CORP More: the full row for IDEA ACQUISITION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 175,112 shares 175,112 $1.74M 0.09% new Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,598 shares; 2024Q4: 143,111 shares; 2025Q1: 143,095 shares; 2025Q2: 142,060 shares; 2025Q3: 148,754 shares; 2025Q4: 61,562 shares; 2026Q1: 30,525 shares 30,525 $1.73M 0.09% -31,037 Timeline PHYS 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: 56,481 shares; 2024Q4: 43,150 shares; 2025Q1: 42,920 shares; 2025Q2: 62,201 shares; 2025Q3: 60,988 shares; 2025Q4: 49,488 shares; 2026Q1: 48,696 shares 48,696 $1.73M 0.09% -792 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: 8,382 shares; 2024Q4: 84,800 shares; 2025Q1: 79,996 shares; 2025Q2: 79,240 shares; 2025Q3: 79,351 shares; 2025Q4: 65,851 shares; 2026Q1: 17,076 shares 17,076 $1.72M 0.09% -48,775 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,460 shares; 2025Q4: not reported; 2026Q1: 68,259 shares 68,259 $1.71M 0.09% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,140 shares; 2024Q4: 36,871 shares; 2025Q1: 39,878 shares; 2025Q2: 38,905 shares; 2025Q3: 39,463 shares; 2025Q4: 40,243 shares; 2026Q1: 34,816 shares 34,816 $1.71M 0.09% -5,427 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: 3,502 shares; 2024Q4: 4,585 shares; 2025Q1: 6,207 shares; 2025Q2: 4,557 shares; 2025Q3: 5,174 shares; 2025Q4: 6,173 shares; 2026Q1: 5,012 shares 5,012 $1.69M 0.09% -1,161 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,112 shares; 2024Q4: 15,292 shares; 2025Q1: 15,268 shares; 2025Q2: 9,707 shares; 2025Q3: 9,296 shares; 2025Q4: 8,469 shares; 2026Q1: 7,463 shares 7,463 $1.68M 0.09% -1,006 Timeline STXD EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,919 shares; 2024Q4: 24,569 shares; 2025Q1: 26,790 shares; 2025Q2: 27,670 shares; 2025Q3: 24,004 shares; 2025Q4: 24,857 shares; 2026Q1: 47,205 shares 47,205 $1.68M 0.09% +22,348 Timeline MUZE MUZERO ACQUISITION CORP More: the full row for MUZERO ACQUISITION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 167,298 shares 167,298 $1.65M 0.09% new Timeline JIRE 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: 4,311 shares; 2024Q4: 4,910 shares; 2025Q1: 6,394 shares; 2025Q2: 7,059 shares; 2025Q3: 17,176 shares; 2025Q4: 9,318 shares; 2026Q1: 21,625 shares 21,625 $1.64M 0.09% +12,307 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,869 shares; 2024Q4: 5,821 shares; 2025Q1: 5,815 shares; 2025Q2: 5,850 shares; 2025Q3: 6,134 shares; 2025Q4: 6,416 shares; 2026Q1: 4,445 shares 4,445 $1.63M 0.09% -1,971 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,387 shares; 2024Q4: 163,451 shares; 2025Q1: 170,179 shares; 2025Q2: 160,468 shares; 2025Q3: 157,388 shares; 2025Q4: 99,194 shares; 2026Q1: 65,346 shares 65,346 $1.62M 0.09% -33,848 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: 6,457 shares; 2024Q4: 16,997 shares; 2025Q1: 15,128 shares; 2025Q2: 17,650 shares; 2025Q3: 17,697 shares; 2025Q4: 18,693 shares; 2026Q1: 20,532 shares 20,532 $1.61M 0.09% +1,839 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,787 shares; 2024Q4: 4,603 shares; 2025Q1: 4,548 shares; 2025Q2: 3,372 shares; 2025Q3: 2,843 shares; 2025Q4: 3,250 shares; 2026Q1: 2,987 shares 2,987 $1.61M 0.09% -263 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,150 shares; 2024Q4: not reported; 2025Q1: 3,732 shares; 2025Q2: not reported; 2025Q3: 20,279 shares; 2025Q4: 21,751 shares; 2026Q1: 22,505 shares 22,505 $1.59M 0.09% +754 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,459 shares; 2024Q4: 51,459 shares; 2025Q1: 52,180 shares; 2025Q2: 45,180 shares; 2025Q3: 45,185 shares; 2025Q4: 45,303 shares; 2026Q1: 45,180 shares 45,180 $1.59M 0.09% -123 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,649 shares; 2024Q4: 41,530 shares; 2025Q1: 47,420 shares; 2025Q2: 49,135 shares; 2025Q3: 46,116 shares; 2025Q4: 42,589 shares; 2026Q1: 42,842 shares 42,842 $1.55M 0.08% +253 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING 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: 109,604 shares; 2026Q1: 109,715 shares 109,715 $1.54M 0.08% +111 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: 32,100 shares; 2024Q4: 25,654 shares; 2025Q1: 24,647 shares; 2025Q2: 26,870 shares; 2025Q3: 19,728 shares; 2025Q4: 19,412 shares; 2026Q1: 17,696 shares 17,696 $1.53M 0.08% -1,716 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: 7,130 shares; 2024Q4: 7,039 shares; 2025Q1: 11,785 shares; 2025Q2: 9,611 shares; 2025Q3: 9,930 shares; 2025Q4: 12,478 shares; 2026Q1: 18,547 shares 18,547 $1.52M 0.08% +6,069 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: 8,389 shares; 2024Q4: 18,286 shares; 2025Q1: 13,898 shares; 2025Q2: 11,619 shares; 2025Q3: 19,594 shares; 2025Q4: 27,893 shares; 2026Q1: 29,906 shares 29,906 $1.51M 0.08% +2,013 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: 14,585 shares; 2024Q4: 64,132 shares; 2025Q1: 70,049 shares; 2025Q2: 82,208 shares; 2025Q3: 51,962 shares; 2025Q4: 34,545 shares; 2026Q1: 51,782 shares 51,782 $1.51M 0.08% +17,237 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: 15,956 shares; 2024Q4: 27,246 shares; 2025Q1: 16,538 shares; 2025Q2: 17,670 shares; 2025Q3: 30,050 shares; 2025Q4: 38,393 shares; 2026Q1: 27,426 shares 27,426 $1.5M 0.08% -10,967 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,690 shares; 2025Q1: 50,321 shares; 2025Q2: 71,076 shares; 2025Q3: 82,476 shares; 2025Q4: 30,998 shares; 2026Q1: 38,701 shares 38,701 $1.48M 0.08% +7,703 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: 3,812 shares; 2024Q4: 5,039 shares; 2025Q1: 5,253 shares; 2025Q2: 5,554 shares; 2025Q3: 5,446 shares; 2025Q4: 5,606 shares; 2026Q1: 5,558 shares 5,558 $1.48M 0.08% -48 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: 25,714 shares; 2024Q4: 30,519 shares; 2025Q1: 29,252 shares; 2025Q2: 30,057 shares; 2025Q3: 27,751 shares; 2025Q4: 29,484 shares; 2026Q1: 29,964 shares 29,964 $1.46M 0.08% +480 Timeline DOCT 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: 6,137 shares; 2025Q1: 6,090 shares; 2025Q2: 26,578 shares; 2025Q3: 33,783 shares; 2025Q4: 37,250 shares; 2026Q1: 33,263 shares 33,263 $1.44M 0.08% -3,987 Timeline MUD DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,994 shares 32,994 $1.44M 0.08% new Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM 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: 48,494 shares; 2026Q1: 96,320 shares 96,320 $1.39M 0.07% +47,826 Timeline NFTY FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,786 shares; 2024Q4: 175,856 shares; 2025Q1: 133,890 shares; 2025Q2: 116,047 shares; 2025Q3: 117,285 shares; 2025Q4: 111,654 shares; 2026Q1: 26,976 shares 26,976 $1.39M 0.07% -84,678 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: 3,863 shares; 2024Q4: 3,966 shares; 2025Q1: 4,289 shares; 2025Q2: 5,103 shares; 2025Q3: 6,076 shares; 2025Q4: 5,437 shares; 2026Q1: 6,308 shares 6,308 $1.38M 0.07% +871 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,272 shares; 2025Q1: not reported; 2025Q2: 10,758 shares; 2025Q3: 9,983 shares; 2025Q4: 24,430 shares; 2026Q1: 14,479 shares 14,479 $1.37M 0.07% -9,951 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,129 shares; 2025Q4: 7,459 shares; 2026Q1: 6,538 shares 6,538 $1.36M 0.07% -921 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: 2,101 shares; 2024Q4: 2,187 shares; 2025Q1: 2,988 shares; 2025Q2: 2,824 shares; 2025Q3: 4,702 shares; 2025Q4: 4,792 shares; 2026Q1: 4,825 shares 4,825 $1.35M 0.07% +33 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: not reported; 2025Q1: not reported; 2025Q2: 16,032 shares; 2025Q3: 12,518 shares; 2025Q4: 13,029 shares; 2026Q1: 12,782 shares 12,782 $1.35M 0.07% -247 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: 100,830 shares; 2024Q4: 91,998 shares; 2025Q1: 93,003 shares; 2025Q2: 82,044 shares; 2025Q3: 77,208 shares; 2025Q4: 40,928 shares; 2026Q1: 35,509 shares 35,509 $1.34M 0.07% -5,419 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,041 shares; 2024Q4: 6,824 shares; 2025Q1: 7,151 shares; 2025Q2: 12,118 shares; 2025Q3: 12,050 shares; 2025Q4: 11,947 shares; 2026Q1: 10,095 shares 10,095 $1.33M 0.07% -1,852 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: not reported; 2024Q4: 3,121 shares; 2025Q1: 5,668 shares; 2025Q2: 6,973 shares; 2025Q3: 7,389 shares; 2025Q4: 8,916 shares; 2026Q1: 11,217 shares 11,217 $1.33M 0.07% +2,301 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: 113,073 shares; 2024Q4: 30,369 shares; 2025Q1: 14,057 shares; 2025Q2: 12,343 shares; 2025Q3: 9,687 shares; 2025Q4: 13,885 shares; 2026Q1: 9,071 shares 9,071 $1.33M 0.07% -4,814 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: 24,250 shares; 2024Q4: 32,483 shares; 2025Q1: 26,961 shares; 2025Q2: 24,961 shares; 2025Q3: 25,448 shares; 2025Q4: 26,012 shares; 2026Q1: 26,985 shares 26,985 $1.29M 0.07% +973 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: 8,359 shares; 2024Q4: 11,574 shares; 2025Q1: 12,435 shares; 2025Q2: 11,729 shares; 2025Q3: 9,523 shares; 2025Q4: 10,037 shares; 2026Q1: 5,308 shares 5,308 $1.29M 0.07% -4,729 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,065 shares; 2025Q4: 33,372 shares; 2026Q1: 26,422 shares 26,422 $1.27M 0.07% -6,950 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: 49,818 shares; 2024Q4: 59,015 shares; 2025Q1: 53,616 shares; 2025Q2: 58,329 shares; 2025Q3: 58,294 shares; 2025Q4: 42,833 shares; 2026Q1: 25,160 shares 25,160 $1.26M 0.07% -17,673 Timeline GLEDU GALAXYEDGE ACQUISITION CORP More: the full row for GALAXYEDGE ACQUISITION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 125,685 shares 125,685 $1.25M 0.07% new 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: 16,511 shares; 2024Q4: 26,148 shares; 2025Q1: 27,311 shares; 2025Q2: 20,931 shares; 2025Q3: 18,121 shares; 2025Q4: 19,779 shares; 2026Q1: 13,829 shares 13,829 $1.25M 0.07% -5,950 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: 1,977 shares; 2024Q4: 7,300 shares; 2025Q1: 7,892 shares; 2025Q2: 2,517 shares; 2025Q3: 2,821 shares; 2025Q4: 6,115 shares; 2026Q1: 3,699 shares 3,699 $1.25M 0.07% -2,416 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: not reported; 2024Q4: 1,306 shares; 2025Q1: 1,457 shares; 2025Q2: 1,487 shares; 2025Q3: 1,512 shares; 2025Q4: 1,188 shares; 2026Q1: 845 shares 845 $1.24M 0.07% -343 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: 1,509 shares; 2024Q4: 3,915 shares; 2025Q1: 4,662 shares; 2025Q2: 5,094 shares; 2025Q3: 4,343 shares; 2025Q4: 4,948 shares; 2026Q1: 3,433 shares 3,433 $1.23M 0.07% -1,515 Timeline MUU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,146 shares 10,146 $1.22M 0.07% new Timeline WQTM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,000 shares; 2026Q1: 49,385 shares 49,385 $1.22M 0.07% +16,385 Timeline SLVP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,055 shares; 2025Q2: 44,171 shares; 2025Q3: 44,199 shares; 2025Q4: 32,777 shares; 2026Q1: 34,042 shares 34,042 $1.21M 0.06% +1,265 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: 26,905 shares; 2024Q4: 31,187 shares; 2025Q1: 31,043 shares; 2025Q2: 23,960 shares; 2025Q3: 22,494 shares; 2025Q4: 21,606 shares; 2026Q1: 9,673 shares 9,673 $1.2M 0.06% -11,933 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,561 shares; 2026Q1: 11,619 shares 11,619 $1.2M 0.06% +6,058 Timeline PLTD DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,718 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 159,468 shares 159,468 $1.2M 0.06% new 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: 9,723 shares; 2024Q4: 10,339 shares; 2025Q1: 10,150 shares; 2025Q2: 11,680 shares; 2025Q3: 12,254 shares; 2025Q4: 12,120 shares; 2026Q1: 9,080 shares 9,080 $1.19M 0.06% -3,040 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: 6,878 shares; 2024Q4: 6,363 shares; 2025Q1: 18,069 shares; 2025Q2: 18,820 shares; 2025Q3: 17,929 shares; 2025Q4: 17,560 shares; 2026Q1: 6,058 shares 6,058 $1.17M 0.06% -11,502 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 71,215 shares; 2026Q1: 69,928 shares 69,928 $1.16M 0.06% -1,287 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: 6,497 shares; 2024Q4: 13,671 shares; 2025Q1: 12,507 shares; 2025Q2: 13,116 shares; 2025Q3: 11,265 shares; 2025Q4: 13,348 shares; 2026Q1: 10,639 shares 10,639 $1.16M 0.06% -2,709 Timeline GIX GIGCAPITAL9 CORP More: the full row for GIGCAPITAL9 CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 115,716 shares 115,716 $1.14M 0.06% new 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: 23,161 shares; 2024Q4: 40,095 shares; 2025Q1: 40,862 shares; 2025Q2: 34,715 shares; 2025Q3: 31,141 shares; 2025Q4: 32,431 shares; 2026Q1: 20,932 shares 20,932 $1.13M 0.06% -11,499 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,404 shares; 2024Q4: 84,325 shares; 2025Q1: 92,047 shares; 2025Q2: 133,949 shares; 2025Q3: 159,082 shares; 2025Q4: 142,949 shares; 2026Q1: 155,124 shares 155,124 $1.13M 0.06% +12,175 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: 19,860 shares; 2024Q4: 16,054 shares; 2025Q1: 15,135 shares; 2025Q2: 15,508 shares; 2025Q3: 15,945 shares; 2025Q4: 16,938 shares; 2026Q1: 14,267 shares 14,267 $1.1M 0.06% -2,671 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: 81,090 shares; 2024Q4: 94,738 shares; 2025Q1: 94,504 shares; 2025Q2: 95,022 shares; 2025Q3: 93,616 shares; 2025Q4: 65,510 shares; 2026Q1: 56,896 shares 56,896 $1.1M 0.06% -8,614 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,112 shares; 2025Q2: not reported; 2025Q3: 9,562 shares; 2025Q4: 32,857 shares; 2026Q1: 43,619 shares 43,619 $1.08M 0.06% +10,762 Timeline ARCI ARCHIMEDES TECH SPAC PTNRS I More: the full row for ARCHIMEDES TECH SPAC PTNRS 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: not reported; 2025Q4: not reported; 2026Q1: 109,745 shares 109,745 $1.08M 0.06% new Timeline RNGT RANGE CAP ACQUISITION CORP I More: the full row for RANGE CAP ACQUISITION CORP 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: not reported; 2025Q4: not reported; 2026Q1: 107,573 shares 107,573 $1.08M 0.06% new 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: 8,903 shares; 2024Q4: 10,724 shares; 2025Q1: 12,722 shares; 2025Q2: 10,694 shares; 2025Q3: 12,237 shares; 2025Q4: 11,017 shares; 2026Q1: 6,739 shares 6,739 $1.08M 0.06% -4,278 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: 6,670 shares; 2024Q4: 6,193 shares; 2025Q1: 6,483 shares; 2025Q2: 4,667 shares; 2025Q3: 6,257 shares; 2025Q4: 5,905 shares; 2026Q1: 7,354 shares 7,354 $1.07M 0.06% +1,449 Timeline GFUZ SPRING VY ACQUISITION CORP I More: the full row for SPRING VY ACQUISITION CORP 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: not reported; 2025Q4: not reported; 2026Q1: 104,363 shares 104,363 $1.06M 0.06% new Timeline TSLS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,419 shares 17,419 $1.05M 0.06% new Timeline BHAVU BHAV ACQUISITION CORP More: the full row for BHAV ACQUISITION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 104,628 shares 104,628 $1.04M 0.06% new Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,501 shares; 2024Q4: 19,131 shares; 2025Q1: 18,331 shares; 2025Q2: 23,639 shares; 2025Q3: 18,027 shares; 2025Q4: 18,720 shares; 2026Q1: 19,887 shares 19,887 $1.04M 0.06% +1,167 Timeline TMTSU SPARTACUS ACQUISITION CORP I More: the full row for SPARTACUS ACQUISITION CORP 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: not reported; 2025Q4: not reported; 2026Q1: 103,900 shares 103,900 $1.04M 0.06% new Timeline PSLV 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: 26,250 shares; 2024Q4: 26,150 shares; 2025Q1: 26,250 shares; 2025Q2: 58,324 shares; 2025Q3: 110,295 shares; 2025Q4: 40,222 shares; 2026Q1: 42,604 shares 42,604 $1.04M 0.06% +2,382 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: 14,513 shares; 2024Q4: 14,094 shares; 2025Q1: 25,799 shares; 2025Q2: 22,125 shares; 2025Q3: 22,464 shares; 2025Q4: 18,444 shares; 2026Q1: 14,873 shares 14,873 $1.04M 0.06% -3,571 Timeline DRLL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,141 shares; 2024Q4: 22,952 shares; 2025Q1: 20,335 shares; 2025Q2: 22,040 shares; 2025Q3: 21,705 shares; 2025Q4: 23,166 shares; 2026Q1: 26,259 shares 26,259 $1.04M 0.06% +3,093 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: 13,642 shares; 2024Q4: 17,581 shares; 2025Q1: 20,289 shares; 2025Q2: 19,117 shares; 2025Q3: 19,564 shares; 2025Q4: 19,861 shares; 2026Q1: 10,986 shares 10,986 $1.03M 0.06% -8,875 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: not reported; 2024Q4: 13,584 shares; 2025Q1: 11,913 shares; 2025Q2: 10,849 shares; 2025Q3: 11,146 shares; 2025Q4: 10,942 shares; 2026Q1: 12,894 shares 12,894 $1.03M 0.06% +1,952 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,936 shares; 2025Q2: 1,970 shares; 2025Q3: 922 shares; 2025Q4: 1,058 shares; 2026Q1: 5,894 shares 5,894 $1.02M 0.06% +4,836 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,070 shares; 2024Q4: 61,541 shares; 2025Q1: 56,252 shares; 2025Q2: 35,586 shares; 2025Q3: 36,975 shares; 2025Q4: 41,596 shares; 2026Q1: 20,952 shares 20,952 $1.02M 0.05% -20,644 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,791 shares; 2024Q4: not reported; 2025Q1: 90,600 shares; 2025Q2: 80,717 shares; 2025Q3: 79,393 shares; 2025Q4: 72,296 shares; 2026Q1: 54,046 shares 54,046 $1.01M 0.05% -18,250 Timeline STXV EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,937 shares; 2024Q4: 18,711 shares; 2025Q1: 25,561 shares; 2025Q2: 25,493 shares; 2025Q3: 24,892 shares; 2025Q4: 26,340 shares; 2026Q1: 28,853 shares 28,853 $1.01M 0.05% +2,513 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: 3,947 shares; 2024Q4: 3,518 shares; 2025Q1: 2,718 shares; 2025Q2: 2,176 shares; 2025Q3: 2,537 shares; 2025Q4: 2,209 shares; 2026Q1: 2,589 shares 2,589 $1.01M 0.05% +380 Timeline IEAG INFINITE EAGLE ACQUISITION C More: the full row for INFINITE EAGLE ACQUISITION C 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: 99,609 shares 99,609 $996K 0.05% new Timeline CRF CORNERSTONE TOTAL RETURN FD More: the full row for CORNERSTONE TOTAL RETURN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,076 shares; 2024Q4: 138,861 shares; 2025Q1: 145,880 shares; 2025Q2: 191,398 shares; 2025Q3: 201,693 shares; 2025Q4: 182,599 shares; 2026Q1: 142,723 shares 142,723 $992K 0.05% -39,876 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,476 shares; 2024Q4: 75,522 shares; 2025Q1: 55,160 shares; 2025Q2: 29,758 shares; 2025Q3: 31,997 shares; 2025Q4: 33,085 shares; 2026Q1: 10,590 shares 10,590 $982K 0.05% -22,495 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,487 shares; 2025Q4: 22,879 shares; 2026Q1: 19,742 shares 19,742 $981K 0.05% -3,137 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: 32,593 shares; 2024Q4: 51,775 shares; 2025Q1: 48,744 shares; 2025Q2: 45,850 shares; 2025Q3: 42,624 shares; 2025Q4: 39,087 shares; 2026Q1: 12,812 shares 12,812 $980K 0.05% -26,275 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,534 shares 1,534 $975K 0.05% new Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,210 shares 10,210 $974K 0.05% new Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,860 shares; 2025Q2: 9,982 shares; 2025Q3: 11,455 shares; 2025Q4: 10,507 shares; 2026Q1: 12,135 shares 12,135 $960K 0.05% +1,628 Timeline IEAGU INFINITE EAGLE ACQUISITION C More: the full row for INFINITE EAGLE ACQUISITION C 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: 94,450 shares 94,450 $959K 0.05% new 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: 810 shares; 2024Q4: 922 shares; 2025Q1: 1,047 shares; 2025Q2: 981 shares; 2025Q3: 880 shares; 2025Q4: 880 shares; 2026Q1: 1,549 shares 1,549 $956K 0.05% +669 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,686 shares; 2024Q4: 7,621 shares; 2025Q1: 7,256 shares; 2025Q2: 7,291 shares; 2025Q3: 8,127 shares; 2025Q4: 8,835 shares; 2026Q1: 6,541 shares 6,541 $946K 0.05% -2,294 Timeline FTWO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,868 shares; 2025Q1: 15,152 shares; 2025Q2: 15,386 shares; 2025Q3: 17,176 shares; 2025Q4: 18,233 shares; 2026Q1: 20,798 shares 20,798 $945K 0.05% +2,565 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,837 shares; 2024Q4: 2,216 shares; 2025Q1: 2,493 shares; 2025Q2: 2,271 shares; 2025Q3: 2,189 shares; 2025Q4: 2,336 shares; 2026Q1: 2,178 shares 2,178 $942K 0.05% -158 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,570 shares; 2024Q4: 6,966 shares; 2025Q1: 6,759 shares; 2025Q2: 6,635 shares; 2025Q3: 6,737 shares; 2025Q4: 6,722 shares; 2026Q1: 6,497 shares 6,497 $942K 0.05% -225 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: 5,571 shares; 2024Q4: 5,469 shares; 2025Q1: 5,383 shares; 2025Q2: 4,812 shares; 2025Q3: 4,874 shares; 2025Q4: 4,877 shares; 2026Q1: 4,563 shares 4,563 $939K 0.05% -314 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: 2,798 shares; 2024Q4: 3,310 shares; 2025Q1: 4,004 shares; 2025Q2: 3,983 shares; 2025Q3: 3,900 shares; 2025Q4: 3,499 shares; 2026Q1: 1,890 shares 1,890 $930K 0.05% -1,609 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: 25,494 shares; 2024Q4: 29,665 shares; 2025Q1: 50,106 shares; 2025Q2: 16,746 shares; 2025Q3: 24,209 shares; 2025Q4: 24,801 shares; 2026Q1: 14,086 shares 14,086 $927K 0.05% -10,715 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: 860 shares; 2024Q4: 2,471 shares; 2025Q1: 2,716 shares; 2025Q2: 2,702 shares; 2025Q3: 2,915 shares; 2025Q4: 4,970 shares; 2026Q1: 2,163 shares 2,163 $920K 0.05% -2,807 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,108 shares; 2025Q3: 10,031 shares; 2025Q4: 11,031 shares; 2026Q1: 11,762 shares 11,762 $913K 0.05% +731 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,824 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,887 shares; 2025Q4: 8,731 shares; 2026Q1: 11,548 shares 11,548 $911K 0.05% +2,817 Timeline MSTX TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,485 shares 46,485 $909K 0.05% new Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,628 shares; 2025Q2: 26,083 shares; 2025Q3: 25,838 shares; 2025Q4: 22,899 shares; 2026Q1: 20,379 shares 20,379 $905K 0.05% -2,520 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,186 shares; 2024Q4: 10,622 shares; 2025Q1: 11,408 shares; 2025Q2: 11,663 shares; 2025Q3: 9,413 shares; 2025Q4: 9,586 shares; 2026Q1: 8,657 shares 8,657 $893K 0.05% -929 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,769 shares; 2024Q4: 49,328 shares; 2025Q1: 63,760 shares; 2025Q2: 68,525 shares; 2025Q3: 37,587 shares; 2025Q4: 15,709 shares; 2026Q1: 29,250 shares 29,250 $892K 0.05% +13,541 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,915 shares; 2024Q4: 6,977 shares; 2025Q1: 7,338 shares; 2025Q2: 7,483 shares; 2025Q3: 7,701 shares; 2025Q4: 9,528 shares; 2026Q1: 8,365 shares 8,365 $887K 0.05% -1,163 Timeline BITO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,638 shares; 2025Q4: 21,638 shares; 2026Q1: 95,126 shares 95,126 $886K 0.05% +73,488 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: 12,380 shares; 2024Q4: 11,467 shares; 2025Q1: 10,772 shares; 2025Q2: 10,892 shares; 2025Q3: 10,613 shares; 2025Q4: 10,773 shares; 2026Q1: 11,027 shares 11,027 $881K 0.05% +254 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: 16,704 shares; 2024Q4: 15,226 shares; 2025Q1: 13,947 shares; 2025Q2: 17,357 shares; 2025Q3: 15,346 shares; 2025Q4: 15,531 shares; 2026Q1: 11,040 shares 11,040 $879K 0.05% -4,491 Timeline TRADU APEX TECH ACQUISITION INC More: the full row for APEX TECH ACQUISITION 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: 87,398 shares 87,398 $874K 0.05% new 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: 4,196 shares; 2024Q4: 3,160 shares; 2025Q1: 3,788 shares; 2025Q2: 7,558 shares; 2025Q3: 3,591 shares; 2025Q4: 10,447 shares; 2026Q1: 10,072 shares 10,072 $872K 0.05% -375 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: not reported; 2024Q4: 3,175 shares; 2025Q1: 3,140 shares; 2025Q2: 2,815 shares; 2025Q3: 2,671 shares; 2025Q4: 3,216 shares; 2026Q1: 7,740 shares 7,740 $870K 0.05% +4,524 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,835 shares; 2025Q3: 7,625 shares; 2025Q4: 26,319 shares; 2026Q1: 24,789 shares 24,789 $870K 0.05% -1,530 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: not reported; 2024Q4: 782 shares; 2025Q1: 883 shares; 2025Q2: 14,516 shares; 2025Q3: 15,519 shares; 2025Q4: 14,214 shares; 2026Q1: 9,399 shares 9,399 $868K 0.05% -4,815 Timeline TQQQ 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: not reported; 2024Q4: not reported; 2025Q1: 10,224 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,587 shares; 2026Q1: 20,812 shares 20,812 $867K 0.05% -6,775 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: 10,415 shares; 2024Q4: 11,611 shares; 2025Q1: 11,085 shares; 2025Q2: 10,554 shares; 2025Q3: 10,924 shares; 2025Q4: 10,255 shares; 2026Q1: 8,857 shares 8,857 $852K 0.05% -1,398 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: not reported; 2024Q4: 6,416 shares; 2025Q1: not reported; 2025Q2: 6,122 shares; 2025Q3: 7,018 shares; 2025Q4: 8,953 shares; 2026Q1: 11,112 shares 11,112 $851K 0.05% +2,159 Timeline MEVO M EVO GBL ACQUISITION CORP I More: the full row for M EVO GBL ACQUISITION CORP 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: not reported; 2025Q4: not reported; 2026Q1: 85,530 shares 85,530 $842K 0.05% new 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: 3,864 shares; 2024Q4: 19,998 shares; 2025Q1: 22,932 shares; 2025Q2: 28,011 shares; 2025Q3: 36,863 shares; 2025Q4: 35,534 shares; 2026Q1: 15,038 shares 15,038 $835K 0.04% -20,496 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,997 shares; 2024Q4: 8,091 shares; 2025Q1: 7,343 shares; 2025Q2: 8,215 shares; 2025Q3: 8,152 shares; 2025Q4: 6,427 shares; 2026Q1: 2,752 shares 2,752 $832K 0.04% -3,675 Timeline EIPX 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: 24,771 shares; 2026Q1: 25,785 shares 25,785 $829K 0.04% +1,014 Timeline IRE TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62,516 shares 62,516 $825K 0.04% new Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,365 shares; 2025Q1: 6,783 shares; 2025Q2: 23,834 shares; 2025Q3: 19,722 shares; 2025Q4: 16,657 shares; 2026Q1: 17,829 shares 17,829 $824K 0.04% +1,172 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,256 shares; 2024Q4: 103,942 shares; 2025Q1: 105,413 shares; 2025Q2: 102,159 shares; 2025Q3: 98,148 shares; 2025Q4: 97,430 shares; 2026Q1: 45,419 shares 45,419 $806K 0.04% -52,011 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,681 shares; 2024Q4: 31,297 shares; 2025Q1: 26,199 shares; 2025Q2: 40,755 shares; 2025Q3: 42,210 shares; 2025Q4: 39,617 shares; 2026Q1: 47,008 shares 47,008 $806K 0.04% +7,391 Timeline BLOK 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: 20,550 shares; 2024Q4: 18,944 shares; 2025Q1: 18,373 shares; 2025Q2: 16,459 shares; 2025Q3: 15,302 shares; 2025Q4: 15,127 shares; 2026Q1: 16,038 shares 16,038 $799K 0.04% +911 Timeline EVOX EVOLUTION GLOBAL ACQUISITION More: the full row for EVOLUTION GLOBAL ACQUISITION 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: 231,218 shares; 2026Q1: 80,045 shares 80,045 $798K 0.04% -151,173 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: 52,981 shares; 2024Q4: 76,396 shares; 2025Q1: 91,523 shares; 2025Q2: 41,061 shares; 2025Q3: 39,954 shares; 2025Q4: 37,184 shares; 2026Q1: 28,406 shares 28,406 $797K 0.04% -8,778 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,674 shares; 2025Q2: 9,475 shares; 2025Q3: 10,454 shares; 2025Q4: 11,046 shares; 2026Q1: 11,254 shares 11,254 $791K 0.04% +208 Timeline SOXS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,798 shares 19,798 $789K 0.04% new Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,787 shares; 2024Q4: 12,815 shares; 2025Q1: 13,425 shares; 2025Q2: 11,724 shares; 2025Q3: 11,084 shares; 2025Q4: 11,446 shares; 2026Q1: 7,849 shares 7,849 $786K 0.04% -3,597 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: 9,320 shares; 2024Q4: 31,602 shares; 2025Q1: 29,256 shares; 2025Q2: 28,743 shares; 2025Q3: 29,779 shares; 2025Q4: 32,013 shares; 2026Q1: 8,448 shares 8,448 $784K 0.04% -23,565 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: 18,121 shares; 2024Q4: 32,522 shares; 2025Q1: 33,675 shares; 2025Q2: 29,374 shares; 2025Q3: 25,720 shares; 2025Q4: 39,531 shares; 2026Q1: 25,840 shares 25,840 $783K 0.04% -13,691 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,399 shares; 2024Q4: 7,247 shares; 2025Q1: 6,841 shares; 2025Q2: 6,876 shares; 2025Q3: 10,729 shares; 2025Q4: 20,269 shares; 2026Q1: 13,370 shares 13,370 $782K 0.04% -6,899 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: not reported; 2024Q4: 3,289 shares; 2025Q1: 1,782 shares; 2025Q2: 3,133 shares; 2025Q3: 4,172 shares; 2025Q4: 2,923 shares; 2026Q1: 3,593 shares 3,593 $782K 0.04% +670 Timeline RGTZ TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,057 shares; 2026Q1: 28,819 shares 28,819 $782K 0.04% -30,238 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: 4,686 shares; 2024Q4: 3,783 shares; 2025Q1: 5,059 shares; 2025Q2: 15,629 shares; 2025Q3: 17,686 shares; 2025Q4: 28,114 shares; 2026Q1: 10,754 shares 10,754 $774K 0.04% -17,360 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: 773 shares; 2024Q4: 1,927 shares; 2025Q1: 1,865 shares; 2025Q2: 1,432 shares; 2025Q3: 2,496 shares; 2025Q4: 5,607 shares; 2026Q1: 4,830 shares 4,830 $772K 0.04% -777 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,704 shares; 2025Q4: 15,504 shares; 2026Q1: 15,459 shares 15,459 $763K 0.04% -45 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,429 shares; 2026Q1: 10,638 shares 10,638 $762K 0.04% +6,209 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: 18,192 shares; 2024Q4: 39,575 shares; 2025Q1: 35,446 shares; 2025Q2: 32,327 shares; 2025Q3: 31,289 shares; 2025Q4: 31,491 shares; 2026Q1: 11,251 shares 11,251 $754K 0.04% -20,240 Timeline RDNT RADNET INC More: the full row for RADNET 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: 13,437 shares; 2025Q4: 13,437 shares; 2026Q1: 13,437 shares 13,437 $751K 0.04% 0 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: 3,930 shares; 2024Q4: 12,002 shares; 2025Q1: 11,046 shares; 2025Q2: 13,100 shares; 2025Q3: 10,845 shares; 2025Q4: 7,500 shares; 2026Q1: 5,715 shares 5,715 $750K 0.04% -1,785 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,877 shares; 2025Q2: 16,768 shares; 2025Q3: 16,826 shares; 2025Q4: 24,386 shares; 2026Q1: 24,386 shares 24,386 $749K 0.04% 0 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,646 shares; 2024Q4: 6,534 shares; 2025Q1: 4,150 shares; 2025Q2: 5,512 shares; 2025Q3: 15,853 shares; 2025Q4: 6,402 shares; 2026Q1: 6,499 shares 6,499 $749K 0.04% +97 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: 27,944 shares; 2024Q4: 27,750 shares; 2025Q1: 24,720 shares; 2025Q2: 19,420 shares; 2025Q3: 20,151 shares; 2025Q4: 18,970 shares; 2026Q1: 16,001 shares 16,001 $748K 0.04% -2,969 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: 5,112 shares; 2024Q4: 26,155 shares; 2025Q1: 25,141 shares; 2025Q2: 29,307 shares; 2025Q3: 33,461 shares; 2025Q4: 43,698 shares; 2026Q1: 30,015 shares 30,015 $748K 0.04% -13,683 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,481 shares; 2025Q3: 8,860 shares; 2025Q4: 9,214 shares; 2026Q1: 6,048 shares 6,048 $743K 0.04% -3,166 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: 5,298 shares; 2024Q4: 5,334 shares; 2025Q1: 6,300 shares; 2025Q2: 6,296 shares; 2025Q3: 10,741 shares; 2025Q4: 5,826 shares; 2026Q1: 8,809 shares 8,809 $736K 0.04% +2,983 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: 3,931 shares; 2024Q4: 4,290 shares; 2025Q1: 2,403 shares; 2025Q2: 3,312 shares; 2025Q3: 4,725 shares; 2025Q4: 3,696 shares; 2026Q1: 5,307 shares 5,307 $734K 0.04% +1,611 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: 5,123 shares; 2024Q4: 35,103 shares; 2025Q1: 36,874 shares; 2025Q2: 39,996 shares; 2025Q3: 40,481 shares; 2025Q4: 37,622 shares; 2026Q1: 28,496 shares 28,496 $731K 0.04% -9,126 Timeline ANGO ANGIODYNAMICS INC More: the full row for ANGIODYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 107,083 shares; 2025Q1: 74,634 shares; 2025Q2: 74,391 shares; 2025Q3: 53,972 shares; 2025Q4: 52,547 shares; 2026Q1: 64,109 shares 64,109 $729K 0.04% +11,562 Timeline MSTZ ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,832 shares; 2025Q3: 110,848 shares; 2025Q4: 42,963 shares; 2026Q1: 58,191 shares 58,191 $726K 0.04% +15,228 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,127 shares; 2024Q4: 10,900 shares; 2025Q1: 11,553 shares; 2025Q2: 11,896 shares; 2025Q3: 11,822 shares; 2025Q4: 11,374 shares; 2026Q1: 10,269 shares 10,269 $723K 0.04% -1,105 Timeline INTW GRANITESHARES ETF TR More: the full row for GRANITESHARES 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: 13,790 shares 13,790 $715K 0.04% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,238 shares; 2024Q4: 11,256 shares; 2025Q1: 10,433 shares; 2025Q2: 9,769 shares; 2025Q3: 9,694 shares; 2025Q4: 9,668 shares; 2026Q1: 6,426 shares 6,426 $709K 0.04% -3,242 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,148 shares; 2024Q4: 6,481 shares; 2025Q1: 6,665 shares; 2025Q2: 10,570 shares; 2025Q3: 10,068 shares; 2025Q4: 13,977 shares; 2026Q1: 14,119 shares 14,119 $704K 0.04% +142 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: 32,939 shares; 2024Q4: 34,999 shares; 2025Q1: 50,780 shares; 2025Q2: 53,114 shares; 2025Q3: 82,830 shares; 2025Q4: 77,525 shares; 2026Q1: 92,101 shares 92,101 $700K 0.04% +14,576 Timeline CRAN CRANE HBR ACQUISITION CORP I More: the full row for CRANE HBR ACQUISITION CORP 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: not reported; 2025Q4: not reported; 2026Q1: 70,242 shares 70,242 $696K 0.04% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,981 shares; 2024Q4: 5,462 shares; 2025Q1: 6,137 shares; 2025Q2: 7,977 shares; 2025Q3: 8,116 shares; 2025Q4: 7,859 shares; 2026Q1: 3,661 shares 3,661 $695K 0.04% -4,198 Timeline PALC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,009 shares; 2024Q4: 13,539 shares; 2025Q1: 15,081 shares; 2025Q2: 16,018 shares; 2025Q3: 10,888 shares; 2025Q4: 13,038 shares; 2026Q1: 13,398 shares 13,398 $694K 0.04% +360 Timeline URA 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: 14,780 shares; 2025Q1: 12,629 shares; 2025Q2: 14,404 shares; 2025Q3: 12,649 shares; 2025Q4: 7,676 shares; 2026Q1: 14,234 shares 14,234 $689K 0.04% +6,558 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,087 shares; 2025Q4: 3,487 shares; 2026Q1: 6,943 shares 6,943 $687K 0.04% +3,456 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: 6,576 shares; 2024Q4: 7,810 shares; 2025Q1: 8,328 shares; 2025Q2: 8,693 shares; 2025Q3: 8,941 shares; 2025Q4: 7,358 shares; 2026Q1: 3,678 shares 3,678 $686K 0.04% -3,680 Timeline DFEB 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: 12,410 shares; 2024Q4: 11,734 shares; 2025Q1: 19,734 shares; 2025Q2: 20,076 shares; 2025Q3: 18,493 shares; 2025Q4: 18,079 shares; 2026Q1: 14,349 shares 14,349 $680K 0.04% -3,730 Timeline SPLV 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: 7,752 shares; 2024Q4: 7,776 shares; 2025Q1: 7,667 shares; 2025Q2: 8,928 shares; 2025Q3: 8,930 shares; 2025Q4: 9,355 shares; 2026Q1: 9,294 shares 9,294 $680K 0.04% -61 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,686 shares; 2025Q2: 7,883 shares; 2025Q3: 9,117 shares; 2025Q4: 9,722 shares; 2026Q1: 10,372 shares 10,372 $679K 0.04% +650 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,011 shares; 2024Q4: 3,462 shares; 2025Q1: 3,341 shares; 2025Q2: 2,603 shares; 2025Q3: 2,533 shares; 2025Q4: 3,986 shares; 2026Q1: 3,315 shares 3,315 $677K 0.04% -671 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,062 shares; 2024Q4: 10,546 shares; 2025Q1: 10,362 shares; 2025Q2: 10,361 shares; 2025Q3: 10,146 shares; 2025Q4: 9,991 shares; 2026Q1: 2,889 shares 2,889 $676K 0.04% -7,102 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,166 shares; 2024Q4: 3,316 shares; 2025Q1: 3,900 shares; 2025Q2: 3,655 shares; 2025Q3: 3,728 shares; 2025Q4: 3,873 shares; 2026Q1: 2,021 shares 2,021 $665K 0.04% -1,852 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: 656 shares; 2024Q4: 670 shares; 2025Q1: 682 shares; 2025Q2: not reported; 2025Q3: 555 shares; 2025Q4: 2,197 shares; 2026Q1: 1,482 shares 1,482 $662K 0.04% -715 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: 6,828 shares; 2024Q4: 9,061 shares; 2025Q1: 9,551 shares; 2025Q2: 9,285 shares; 2025Q3: 9,111 shares; 2025Q4: 9,442 shares; 2026Q1: 5,553 shares 5,553 $656K 0.04% -3,889 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: 46,375 shares; 2024Q4: 49,886 shares; 2025Q1: 27,849 shares; 2025Q2: 27,195 shares; 2025Q3: 26,497 shares; 2025Q4: 26,503 shares; 2026Q1: 9,242 shares 9,242 $649K 0.03% -17,261 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,148 shares; 2025Q2: 4,839 shares; 2025Q3: 4,839 shares; 2025Q4: 7,085 shares; 2026Q1: 9,594 shares 9,594 $647K 0.03% +2,509 Timeline TSDD GRANITESHARES ETF TR More: the full row for GRANITESHARES 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: 18,668 shares; 2025Q3: not reported; 2025Q4: 41,380 shares; 2026Q1: 61,912 shares 61,912 $646K 0.03% +20,532 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: 10,060 shares; 2024Q4: 9,203 shares; 2025Q1: 9,989 shares; 2025Q2: 7,488 shares; 2025Q3: 8,484 shares; 2025Q4: 8,028 shares; 2026Q1: 6,969 shares 6,969 $646K 0.03% -1,059 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,596 shares; 2025Q1: 15,963 shares; 2025Q2: 14,925 shares; 2025Q3: 17,106 shares; 2025Q4: 23,282 shares; 2026Q1: 26,619 shares 26,619 $644K 0.03% +3,337 Timeline IPXG INFLECTION POINT ACQU CORP V More: the full row for INFLECTION POINT ACQU CORP V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 65,512 shares 65,512 $644K 0.03% new Timeline DJUN 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: 22,201 shares; 2024Q4: 22,431 shares; 2025Q1: 21,049 shares; 2025Q2: 19,365 shares; 2025Q3: 19,372 shares; 2025Q4: 20,374 shares; 2026Q1: 13,636 shares 13,636 $641K 0.03% -6,738 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,335 shares; 2025Q4: 3,502 shares; 2026Q1: 1,980 shares 1,980 $637K 0.03% -1,522 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,895 shares; 2024Q4: 2,575 shares; 2025Q1: 4,721 shares; 2025Q2: 10,870 shares; 2025Q3: 3,225 shares; 2025Q4: 3,175 shares; 2026Q1: 6,404 shares 6,404 $637K 0.03% +3,229 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: 10,762 shares; 2024Q4: 10,676 shares; 2025Q1: 11,671 shares; 2025Q2: 12,270 shares; 2025Q3: 12,628 shares; 2025Q4: 13,404 shares; 2026Q1: 4,957 shares 4,957 $635K 0.03% -8,447 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,017 shares; 2026Q1: 31,087 shares 31,087 $633K 0.03% +70 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: 1,617 shares; 2024Q4: 3,010 shares; 2025Q1: 2,905 shares; 2025Q2: 2,740 shares; 2025Q3: 2,397 shares; 2025Q4: 2,730 shares; 2026Q1: 2,084 shares 2,084 $631K 0.03% -646 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,577 shares; 2024Q4: 11,014 shares; 2025Q1: 18,723 shares; 2025Q2: 18,450 shares; 2025Q3: 40,099 shares; 2025Q4: 48,111 shares; 2026Q1: 36,240 shares 36,240 $628K 0.03% -11,871 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,800 shares; 2025Q3: 9,706 shares; 2025Q4: 9,826 shares; 2026Q1: 10,175 shares 10,175 $624K 0.03% +349 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,532 shares; 2025Q3: 10,439 shares; 2025Q4: 5,672 shares; 2026Q1: 11,248 shares 11,248 $621K 0.03% +5,576 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. 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: 20,055 shares; 2025Q3: 10,977 shares; 2025Q4: not reported; 2026Q1: 5,962 shares 5,962 $619K 0.03% new Timeline QADRU QDRO ACQUISITION CORP More: the full row for QDRO ACQUISITION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62,390 shares 62,390 $618K 0.03% new Timeline FMAR 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: 5,760 shares; 2024Q4: 5,065 shares; 2025Q1: 36,003 shares; 2025Q2: 39,538 shares; 2025Q3: 40,630 shares; 2025Q4: 42,373 shares; 2026Q1: 12,704 shares 12,704 $616K 0.03% -29,669 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,186 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,083 shares 5,083 $614K 0.03% new Timeline QQQH NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,956 shares; 2025Q2: 9,139 shares; 2025Q3: 8,778 shares; 2025Q4: 9,642 shares; 2026Q1: 11,833 shares 11,833 $606K 0.03% +2,191 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,914 shares; 2025Q1: 1,985 shares; 2025Q2: 2,214 shares; 2025Q3: not reported; 2025Q4: 6,243 shares; 2026Q1: 4,781 shares 4,781 $600K 0.03% -1,462 Timeline AGQ 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: not reported; 2025Q1: 7,937 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,943 shares 4,943 $591K 0.03% new 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: 1,151 shares; 2024Q4: 1,206 shares; 2025Q1: 1,371 shares; 2025Q2: 1,433 shares; 2025Q3: 1,612 shares; 2025Q4: 8,498 shares; 2026Q1: 5,619 shares 5,619 $587K 0.03% -2,879 Timeline DUST DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,500 shares 11,500 $586K 0.03% new Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,968 shares 8,968 $584K 0.03% new Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,102 shares 25,102 $583K 0.03% new 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: 2,831 shares; 2024Q4: 4,595 shares; 2025Q1: 5,014 shares; 2025Q2: 5,112 shares; 2025Q3: 5,338 shares; 2025Q4: 5,631 shares; 2026Q1: 2,403 shares 2,403 $582K 0.03% -3,228 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,089 shares; 2024Q4: 10,431 shares; 2025Q1: 6,850 shares; 2025Q2: 7,920 shares; 2025Q3: 6,999 shares; 2025Q4: 11,254 shares; 2026Q1: 5,462 shares 5,462 $582K 0.03% -5,792 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,770 shares; 2024Q4: 9,077 shares; 2025Q1: 9,002 shares; 2025Q2: 7,607 shares; 2025Q3: 7,756 shares; 2025Q4: 8,196 shares; 2026Q1: 3,694 shares 3,694 $581K 0.03% -4,502 Timeline FLCB 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: 25,430 shares; 2025Q4: not reported; 2026Q1: 26,976 shares 26,976 $580K 0.03% new Timeline QBTZ TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,798 shares 11,798 $579K 0.03% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,510 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,227 shares; 2025Q3: 3,377 shares; 2025Q4: 3,751 shares; 2026Q1: 6,064 shares 6,064 $579K 0.03% +2,313 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,057 shares; 2024Q4: 16,894 shares; 2025Q1: 19,019 shares; 2025Q2: 39,118 shares; 2025Q3: 50,928 shares; 2025Q4: 16,526 shares; 2026Q1: 16,055 shares 16,055 $576K 0.03% -471 Timeline FLQL 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: 7,907 shares; 2025Q4: not reported; 2026Q1: 8,437 shares 8,437 $571K 0.03% new 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: 6,402 shares; 2024Q4: 3,772 shares; 2025Q1: 4,037 shares; 2025Q2: 2,374 shares; 2025Q3: 2,102 shares; 2025Q4: 3,389 shares; 2026Q1: 6,031 shares 6,031 $570K 0.03% +2,642 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,146 shares 12,146 $560K 0.03% new Timeline BMNU ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 93,180 shares; 2026Q1: 316,570 shares 316,570 $559K 0.03% +223,390 Timeline QMAR 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: 11,700 shares; 2024Q4: 11,762 shares; 2025Q1: 11,700 shares; 2025Q2: 8,200 shares; 2025Q3: 11,179 shares; 2025Q4: 9,301 shares; 2026Q1: 16,600 shares 16,600 $558K 0.03% +7,299 Timeline EVSD 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: not reported; 2025Q2: not reported; 2025Q3: 23,500 shares; 2025Q4: not reported; 2026Q1: 10,849 shares 10,849 $555K 0.03% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,147 shares; 2024Q4: 1,899 shares; 2025Q1: 2,144 shares; 2025Q2: 2,129 shares; 2025Q3: 1,853 shares; 2025Q4: 2,772 shares; 2026Q1: 3,292 shares 3,292 $553K 0.03% +520 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: 7,243 shares; 2024Q4: 7,888 shares; 2025Q1: 11,818 shares; 2025Q2: 8,906 shares; 2025Q3: 7,054 shares; 2025Q4: 8,733 shares; 2026Q1: 6,325 shares 6,325 $552K 0.03% -2,408 Timeline XYL XYLEM INC More: the full row for XYLEM 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: 6,159 shares; 2025Q3: 6,511 shares; 2025Q4: 7,591 shares; 2026Q1: 4,615 shares 4,615 $552K 0.03% -2,976 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,799 shares; 2025Q3: 53,642 shares; 2025Q4: 48,465 shares; 2026Q1: 13,135 shares 13,135 $551K 0.03% -35,330 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,212 shares; 2024Q4: 3,203 shares; 2025Q1: 4,092 shares; 2025Q2: 3,678 shares; 2025Q3: 3,150 shares; 2025Q4: 2,949 shares; 2026Q1: 2,663 shares 2,663 $550K 0.03% -286 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: not reported; 2024Q4: 8,842 shares; 2025Q1: 7,809 shares; 2025Q2: 12,940 shares; 2025Q3: 18,312 shares; 2025Q4: 7,614 shares; 2026Q1: 13,689 shares 13,689 $550K 0.03% +6,075 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,262 shares; 2024Q4: 8,905 shares; 2025Q1: 10,566 shares; 2025Q2: 9,092 shares; 2025Q3: 13,409 shares; 2025Q4: 9,348 shares; 2026Q1: 14,284 shares 14,284 $550K 0.03% +4,936 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,949 shares 6,949 $549K 0.03% new Timeline TVA TEXAS VENTURES ACQUISITION I More: the full row for TEXAS VENTURES ACQUISITION 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: not reported; 2025Q4: not reported; 2026Q1: 52,335 shares 52,335 $544K 0.03% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: 1,009 shares; 2025Q1: 962 shares; 2025Q2: 1,054 shares; 2025Q3: 1,173 shares; 2025Q4: 784 shares; 2026Q1: 1,178 shares 1,178 $543K 0.03% +394 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: 5,413 shares; 2024Q4: 9,799 shares; 2025Q1: 10,269 shares; 2025Q2: 7,236 shares; 2025Q3: 7,561 shares; 2025Q4: 7,566 shares; 2026Q1: 2,815 shares 2,815 $540K 0.03% -4,751 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: 1,936 shares; 2024Q4: 1,949 shares; 2025Q1: 1,959 shares; 2025Q2: 2,524 shares; 2025Q3: 3,261 shares; 2025Q4: 3,777 shares; 2026Q1: 2,948 shares 2,948 $538K 0.03% -829 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: 2,432 shares; 2024Q4: 2,272 shares; 2025Q1: 2,275 shares; 2025Q2: 3,138 shares; 2025Q3: 2,153 shares; 2025Q4: 2,157 shares; 2026Q1: 1,501 shares 1,501 $535K 0.03% -656 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,614 shares; 2024Q4: 12,285 shares; 2025Q1: 11,885 shares; 2025Q2: 16,821 shares; 2025Q3: 11,629 shares; 2025Q4: 11,912 shares; 2026Q1: 7,863 shares 7,863 $530K 0.03% -4,049 Timeline SUNB SUNBELT RENTALS HOLDINGS INC More: the full row for SUNBELT RENTALS HOLDINGS 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: 8,143 shares 8,143 $530K 0.03% new Timeline BTG B2GOLD CORP More: the full row for B2GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,500 shares; 2024Q4: 100,500 shares; 2025Q1: 105,048 shares; 2025Q2: 106,048 shares; 2025Q3: 116,028 shares; 2025Q4: 118,518 shares; 2026Q1: 116,812 shares 116,812 $529K 0.03% -1,706 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,607 shares; 2024Q4: 13,852 shares; 2025Q1: 13,624 shares; 2025Q2: 11,864 shares; 2025Q3: 11,420 shares; 2025Q4: 11,692 shares; 2026Q1: 9,729 shares 9,729 $527K 0.03% -1,963 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,096 shares; 2024Q4: 4,154 shares; 2025Q1: 4,865 shares; 2025Q2: 3,722 shares; 2025Q3: 3,810 shares; 2025Q4: 4,618 shares; 2026Q1: 2,651 shares 2,651 $524K 0.03% -1,967 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,380 shares; 2025Q3: 5,430 shares; 2025Q4: 5,402 shares; 2026Q1: 12,680 shares 12,680 $521K 0.03% +7,278 Timeline NVDQ ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,382 shares 29,382 $516K 0.03% new Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65,154 shares; 2025Q1: 60,159 shares; 2025Q2: 58,458 shares; 2025Q3: 55,085 shares; 2025Q4: 53,285 shares; 2026Q1: 59,757 shares 59,757 $515K 0.03% +6,472 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: 13,497 shares; 2024Q4: 76,442 shares; 2025Q1: 12,682 shares; 2025Q2: 24,603 shares; 2025Q3: 16,610 shares; 2025Q4: 27,228 shares; 2026Q1: 5,621 shares 5,621 $515K 0.03% -21,607 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,871 shares 23,871 $513K 0.03% new Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,186 shares; 2026Q1: 19,699 shares 19,699 $512K 0.03% -4,487 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,877 shares; 2025Q4: 6,743 shares; 2026Q1: 6,134 shares 6,134 $508K 0.03% -609 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: 15,178 shares; 2024Q4: 17,702 shares; 2025Q1: 27,842 shares; 2025Q2: 22,704 shares; 2025Q3: 33,263 shares; 2025Q4: 15,387 shares; 2026Q1: 11,490 shares 11,490 $507K 0.03% -3,897 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,228 shares; 2025Q1: 39,891 shares; 2025Q2: 42,577 shares; 2025Q3: 41,652 shares; 2025Q4: 27,929 shares; 2026Q1: 3,825 shares 3,825 $507K 0.03% -24,104 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,953 shares; 2024Q4: 16,607 shares; 2025Q1: 13,606 shares; 2025Q2: 12,464 shares; 2025Q3: 12,498 shares; 2025Q4: 12,522 shares; 2026Q1: 12,891 shares 12,891 $506K 0.03% +369 Timeline PMTR PERIMETER ACQUISITION CORP I More: the full row for PERIMETER ACQUISITION CORP 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: not reported; 2025Q4: not reported; 2026Q1: 49,321 shares 49,321 $506K 0.03% new Timeline AVGX TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,491 shares; 2025Q4: not reported; 2026Q1: 14,336 shares 14,336 $502K 0.03% new Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,722 shares; 2025Q1: 12,451 shares; 2025Q2: 6,929 shares; 2025Q3: 7,130 shares; 2025Q4: 12,590 shares; 2026Q1: 9,972 shares 9,972 $501K 0.03% -2,618 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,355 shares 5,355 $501K 0.03% new Timeline BPAC BLUEPORT ACQUISITION LTD More: the full row for BLUEPORT ACQUISITION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,900 shares 49,900 $499K 0.03% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,755 shares; 2024Q4: 15,081 shares; 2025Q1: 16,036 shares; 2025Q2: 18,823 shares; 2025Q3: 5,364 shares; 2025Q4: 5,409 shares; 2026Q1: 4,113 shares 4,113 $498K 0.03% -1,296 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: 7,481 shares; 2024Q4: 7,973 shares; 2025Q1: 8,765 shares; 2025Q2: 5,931 shares; 2025Q3: 5,766 shares; 2025Q4: 20,498 shares; 2026Q1: 15,629 shares 15,629 $497K 0.03% -4,869 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: 3,608 shares; 2024Q4: 7,874 shares; 2025Q1: 7,627 shares; 2025Q2: 6,090 shares; 2025Q3: 5,537 shares; 2025Q4: 5,454 shares; 2026Q1: 2,485 shares 2,485 $495K 0.03% -2,969 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: 5,732 shares; 2024Q4: 11,365 shares; 2025Q1: 10,146 shares; 2025Q2: 8,068 shares; 2025Q3: 6,874 shares; 2025Q4: 6,772 shares; 2026Q1: 3,333 shares 3,333 $490K 0.03% -3,439 Timeline ERX DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,752 shares 4,752 $490K 0.03% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,579 shares; 2026Q1: 3,866 shares 3,866 $489K 0.03% +2,287 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: 1,255 shares; 2024Q4: 896 shares; 2025Q1: 1,069 shares; 2025Q2: 910 shares; 2025Q3: 881 shares; 2025Q4: 1,579 shares; 2026Q1: 1,367 shares 1,367 $488K 0.03% -212 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,715 shares; 2026Q1: 8,700 shares 8,700 $487K 0.03% -1,015 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: 2,212 shares; 2024Q4: 6,707 shares; 2025Q1: 2,947 shares; 2025Q2: 3,064 shares; 2025Q3: 2,268 shares; 2025Q4: 2,265 shares; 2026Q1: 2,954 shares 2,954 $486K 0.03% +689 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,936 shares; 2024Q4: 3,729 shares; 2025Q1: 4,185 shares; 2025Q2: 4,010 shares; 2025Q3: 3,543 shares; 2025Q4: 4,359 shares; 2026Q1: 1,742 shares 1,742 $484K 0.03% -2,617 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: 6,664 shares; 2024Q4: 7,958 shares; 2025Q1: 7,560 shares; 2025Q2: 9,761 shares; 2025Q3: 13,033 shares; 2025Q4: 13,315 shares; 2026Q1: 1,779 shares 1,779 $481K 0.03% -11,536 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,946 shares; 2024Q4: 9,039 shares; 2025Q1: 16,335 shares; 2025Q2: 16,541 shares; 2025Q3: 19,038 shares; 2025Q4: 20,569 shares; 2026Q1: 19,014 shares 19,014 $480K 0.03% -1,555 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: not reported; 2024Q4: 1,539 shares; 2025Q1: 18,215 shares; 2025Q2: 9,960 shares; 2025Q3: 1,555 shares; 2025Q4: 1,558 shares; 2026Q1: 1,454 shares 1,454 $477K 0.03% -104 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 59 shares; 2025Q4: 145 shares; 2026Q1: 141 shares 141 $476K 0.03% -4 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 569 shares; 2024Q4: 877 shares; 2025Q1: 758 shares; 2025Q2: 1,314 shares; 2025Q3: 1,464 shares; 2025Q4: 2,243 shares; 2026Q1: 960 shares 960 $476K 0.03% -1,283 Timeline PRAX PRAXIS PRECISION MEDICINES I More: the full row for PRAXIS PRECISION MEDICINES 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: not reported; 2025Q4: 1,766 shares; 2026Q1: 1,469 shares 1,469 $473K 0.03% -297 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: 13,288 shares; 2024Q4: 10,798 shares; 2025Q1: 10,933 shares; 2025Q2: 5,988 shares; 2025Q3: 8,889 shares; 2025Q4: 8,689 shares; 2026Q1: 6,677 shares 6,677 $470K 0.03% -2,012 Timeline SCII SC II ACQUISITION CORP More: the full row for SC II ACQUISITION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,089 shares 47,089 $469K 0.03% new Timeline FLGV 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: 21,630 shares; 2025Q4: not reported; 2026Q1: 22,969 shares 22,969 $469K 0.03% new Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,162 shares; 2024Q4: 1,281 shares; 2025Q1: 1,241 shares; 2025Q2: 1,128 shares; 2025Q3: 650 shares; 2025Q4: 3,364 shares; 2026Q1: 2,150 shares 2,150 $466K 0.03% -1,214 Timeline QMMY 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: 23,600 shares; 2024Q4: 23,000 shares; 2025Q1: 22,800 shares; 2025Q2: 17,926 shares; 2025Q3: 17,326 shares; 2025Q4: 18,626 shares; 2026Q1: 18,640 shares 18,640 $463K 0.02% +14 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: 7,663 shares; 2024Q4: 5,553 shares; 2025Q1: 5,622 shares; 2025Q2: 5,410 shares; 2025Q3: 5,302 shares; 2025Q4: 5,900 shares; 2026Q1: 4,912 shares 4,912 $463K 0.02% -988 Timeline SBIT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,152 shares; 2026Q1: 8,094 shares 8,094 $461K 0.02% +2,942 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,012 shares; 2024Q4: 9,304 shares; 2025Q1: 8,326 shares; 2025Q2: 5,251 shares; 2025Q3: 4,610 shares; 2025Q4: 5,219 shares; 2026Q1: 4,813 shares 4,813 $461K 0.02% -406 Timeline ARKW 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: 7,125 shares; 2024Q4: 6,671 shares; 2025Q1: 6,150 shares; 2025Q2: 5,812 shares; 2025Q3: 5,707 shares; 2025Q4: 6,182 shares; 2026Q1: 3,815 shares 3,815 $460K 0.02% -2,367 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,386 shares; 2024Q4: 51,176 shares; 2025Q1: 54,737 shares; 2025Q2: 54,617 shares; 2025Q3: 56,371 shares; 2025Q4: 49,263 shares; 2026Q1: 16,023 shares 16,023 $460K 0.02% -33,240 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,062 shares; 2024Q4: 3,475 shares; 2025Q1: 3,636 shares; 2025Q2: 3,478 shares; 2025Q3: 3,484 shares; 2025Q4: 4,363 shares; 2026Q1: 3,278 shares 3,278 $460K 0.02% -1,085 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: 1,948 shares; 2024Q4: 1,899 shares; 2025Q1: 2,471 shares; 2025Q2: 2,477 shares; 2025Q3: 4,678 shares; 2025Q4: 3,818 shares; 2026Q1: 2,484 shares 2,484 $460K 0.02% -1,334 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 134 shares; 2025Q1: 163 shares; 2025Q2: 133 shares; 2025Q3: 133 shares; 2025Q4: 143 shares; 2026Q1: 235 shares 235 $450K 0.02% +92 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,175 shares; 2024Q4: 7,048 shares; 2025Q1: 7,159 shares; 2025Q2: 6,830 shares; 2025Q3: 6,658 shares; 2025Q4: 4,860 shares; 2026Q1: 2,465 shares 2,465 $449K 0.02% -2,395 Timeline PAACU PROEM ACQUISITION CORP I More: the full row for PROEM ACQUISITION CORP 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: not reported; 2025Q4: not reported; 2026Q1: 44,658 shares 44,658 $446K 0.02% new Timeline DMAR 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: 19,664 shares; 2024Q4: 22,544 shares; 2025Q1: 37,295 shares; 2025Q2: 30,726 shares; 2025Q3: 29,695 shares; 2025Q4: 31,140 shares; 2026Q1: 10,500 shares 10,500 $445K 0.02% -20,640 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: 944 shares; 2024Q4: 975 shares; 2025Q1: 1,212 shares; 2025Q2: 1,161 shares; 2025Q3: 1,763 shares; 2025Q4: 2,464 shares; 2026Q1: 1,067 shares 1,067 $444K 0.02% -1,397 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,126 shares 7,126 $442K 0.02% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,842 shares; 2025Q1: 5,590 shares; 2025Q2: 5,912 shares; 2025Q3: 5,232 shares; 2025Q4: 4,895 shares; 2026Q1: 7,030 shares 7,030 $441K 0.02% +2,135 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: 7,472 shares; 2024Q4: 8,976 shares; 2025Q1: 10,839 shares; 2025Q2: 8,870 shares; 2025Q3: 8,969 shares; 2025Q4: 7,004 shares; 2026Q1: 4,741 shares 4,741 $439K 0.02% -2,263 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT 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: 22,259 shares; 2025Q4: 21,407 shares; 2026Q1: 19,293 shares 19,293 $435K 0.02% -2,114 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,695 shares 3,695 $433K 0.02% new 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: not reported; 2025Q1: 9,935 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,986 shares 10,986 $432K 0.02% new 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: 554 shares; 2024Q4: 1,139 shares; 2025Q1: 902 shares; 2025Q2: 1,115 shares; 2025Q3: 873 shares; 2025Q4: 829 shares; 2026Q1: 496 shares 496 $430K 0.02% -333 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT 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: 12,647 shares; 2025Q3: 59,135 shares; 2025Q4: 59,118 shares; 2026Q1: 42,250 shares 42,250 $429K 0.02% -16,868 Timeline MBVI M3-BRIGADE ACQUISITION VI CO More: the full row for M3-BRIGADE ACQUISITION VI CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,600 shares 42,600 $428K 0.02% new Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,875 shares; 2025Q4: 17,125 shares; 2026Q1: 12,100 shares 12,100 $427K 0.02% -5,025 Timeline FJUL 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: 6,420 shares; 2024Q4: 6,420 shares; 2025Q1: 6,572 shares; 2025Q2: 6,500 shares; 2025Q3: 6,620 shares; 2025Q4: 8,672 shares; 2026Q1: 7,757 shares 7,757 $424K 0.02% -915 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,310 shares 18,310 $424K 0.02% new Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,331 shares; 2024Q4: 19,239 shares; 2025Q1: 18,704 shares; 2025Q2: 16,623 shares; 2025Q3: 16,019 shares; 2025Q4: 14,957 shares; 2026Q1: 4,587 shares 4,587 $424K 0.02% -10,370 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,693 shares; 2024Q4: 23,899 shares; 2025Q1: 12,319 shares; 2025Q2: 19,404 shares; 2025Q3: 21,221 shares; 2025Q4: 24,602 shares; 2026Q1: 17,111 shares 17,111 $424K 0.02% -7,491 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: 8,625 shares; 2024Q4: 8,437 shares; 2025Q1: 5,939 shares; 2025Q2: 4,594 shares; 2025Q3: 4,185 shares; 2025Q4: 4,245 shares; 2026Q1: 3,832 shares 3,832 $419K 0.02% -413 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,293 shares; 2025Q2: 1,158 shares; 2025Q3: 1,137 shares; 2025Q4: 1,024 shares; 2026Q1: 1,024 shares 1,024 $417K 0.02% 0 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: 2,114 shares; 2024Q4: 1,131 shares; 2025Q1: 2,154 shares; 2025Q2: 2,548 shares; 2025Q3: 1,841 shares; 2025Q4: 1,591 shares; 2026Q1: 1,812 shares 1,812 $416K 0.02% +221 Timeline URTH 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: 1,946 shares; 2024Q4: 2,026 shares; 2025Q1: 2,287 shares; 2025Q2: 2,347 shares; 2025Q3: 2,347 shares; 2025Q4: 2,982 shares; 2026Q1: 2,280 shares 2,280 $410K 0.02% -702 Timeline DMAY 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: 18,991 shares; 2024Q4: 19,319 shares; 2025Q1: 19,277 shares; 2025Q2: 30,207 shares; 2025Q3: 29,455 shares; 2025Q4: 28,852 shares; 2026Q1: 9,130 shares 9,130 $410K 0.02% -19,722 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,002 shares 16,002 $408K 0.02% new Timeline AMDD DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,471 shares 45,471 $407K 0.02% new Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,042 shares; 2024Q4: 2,044 shares; 2025Q1: 2,082 shares; 2025Q2: 2,625 shares; 2025Q3: 2,222 shares; 2025Q4: 2,088 shares; 2026Q1: 2,300 shares 2,300 $405K 0.02% +212 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,856 shares 10,856 $401K 0.02% new Timeline RKLX TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,374 shares; 2026Q1: 15,668 shares 15,668 $401K 0.02% -706 Timeline LIT 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: 10,562 shares; 2024Q4: 10,677 shares; 2025Q1: 9,202 shares; 2025Q2: 8,091 shares; 2025Q3: 5,568 shares; 2025Q4: 5,461 shares; 2026Q1: 5,377 shares 5,377 $400K 0.02% -84 Timeline EDZ DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,480 shares 13,480 $399K 0.02% new 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: 6,056 shares; 2024Q4: 36,215 shares; 2025Q1: 5,341 shares; 2025Q2: 5,074 shares; 2025Q3: 5,052 shares; 2025Q4: 5,153 shares; 2026Q1: 4,372 shares 4,372 $392K 0.02% -781 Timeline SPTB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,206 shares; 2026Q1: 12,706 shares 12,706 $385K 0.02% +5,500 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,007 shares; 2024Q4: 1,958 shares; 2025Q1: 2,149 shares; 2025Q2: 2,402 shares; 2025Q3: 1,766 shares; 2025Q4: 1,766 shares; 2026Q1: 2,028 shares 2,028 $384K 0.02% +262 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,197 shares; 2024Q4: 6,852 shares; 2025Q1: 5,569 shares; 2025Q2: 3,066 shares; 2025Q3: 3,132 shares; 2025Q4: 4,542 shares; 2026Q1: 3,237 shares 3,237 $384K 0.02% -1,305 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: not reported; 2024Q4: 5,274 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,302 shares 7,302 $384K 0.02% new Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,184 shares; 2024Q4: 10,844 shares; 2025Q1: 11,785 shares; 2025Q2: 10,407 shares; 2025Q3: 9,543 shares; 2025Q4: 9,651 shares; 2026Q1: 8,997 shares 8,997 $383K 0.02% -654 Timeline QMFE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,200 shares 17,200 $381K 0.02% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,548 shares 7,548 $380K 0.02% new 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: not reported; 2024Q4: 4,196 shares; 2025Q1: 3,769 shares; 2025Q2: 3,797 shares; 2025Q3: 3,911 shares; 2025Q4: 5,535 shares; 2026Q1: 3,716 shares 3,716 $380K 0.02% -1,819 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,046 shares 16,046 $379K 0.02% new Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,042 shares; 2024Q4: 2,035 shares; 2025Q1: 2,615 shares; 2025Q2: 1,720 shares; 2025Q3: 1,542 shares; 2025Q4: 1,526 shares; 2026Q1: 1,053 shares 1,053 $378K 0.02% -473 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: 2,145 shares; 2024Q4: not reported; 2025Q1: 3,515 shares; 2025Q2: not reported; 2025Q3: 2,014 shares; 2025Q4: 1,599 shares; 2026Q1: 3,119 shares 3,119 $378K 0.02% +1,520 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: 1,975 shares; 2024Q4: 2,052 shares; 2025Q1: 2,377 shares; 2025Q2: 1,805 shares; 2025Q3: 3,973 shares; 2025Q4: 1,763 shares; 2026Q1: 1,463 shares 1,463 $377K 0.02% -300 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,295 shares 7,295 $374K 0.02% new 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: 3,625 shares; 2024Q4: 6,316 shares; 2025Q1: 5,785 shares; 2025Q2: 4,510 shares; 2025Q3: 5,009 shares; 2025Q4: 6,117 shares; 2026Q1: 2,057 shares 2,057 $373K 0.02% -4,060 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,460 shares; 2024Q4: 20,737 shares; 2025Q1: 23,092 shares; 2025Q2: 23,092 shares; 2025Q3: 43,466 shares; 2025Q4: 43,216 shares; 2026Q1: 16,179 shares 16,179 $371K 0.02% -27,037 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,325 shares; 2024Q4: 2,580 shares; 2025Q1: 2,114 shares; 2025Q2: 1,677 shares; 2025Q3: 1,171 shares; 2025Q4: 1,250 shares; 2026Q1: 1,459 shares 1,459 $371K 0.02% +209 Timeline KALU KAISER ALUMINIUM CORPORATION More: the full row for KAISER ALUMINIUM CORPORATION 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: 3,071 shares 3,071 $370K 0.02% new Timeline