AVUS 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: 409,451 shares; 2024Q4: 408,830 shares; 2025Q1: 426,888 shares; 2025Q2: 463,135 shares; 2025Q3: 465,836 shares; 2025Q4: 465,389 shares; 2026Q1: 448,633 shares 448,633 $49.9M 2.9% -16,756 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: 247,957 shares; 2024Q4: 246,449 shares; 2025Q1: 247,844 shares; 2025Q2: 217,655 shares; 2025Q3: 262,218 shares; 2025Q4: 251,420 shares; 2026Q1: 243,059 shares 243,059 $42.4M 2.46% -8,361 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: 364,356 shares; 2024Q4: 365,827 shares; 2025Q1: 397,743 shares; 2025Q2: 404,001 shares; 2025Q3: 349,014 shares; 2025Q4: 207,983 shares; 2026Q1: 207,546 shares 207,546 $40.7M 2.37% -437 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: 119,420 shares; 2024Q4: 122,194 shares; 2025Q1: 116,879 shares; 2025Q2: 92,481 shares; 2025Q3: 90,434 shares; 2025Q4: 89,331 shares; 2026Q1: 92,133 shares 92,133 $40.2M 2.34% +2,802 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 772,422 shares; 2024Q4: 680,112 shares; 2025Q1: 734,298 shares; 2025Q2: 696,052 shares; 2025Q3: 666,154 shares; 2025Q4: 697,416 shares; 2026Q1: 767,496 shares 767,496 $35.5M 2.06% +70,080 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 528,894 shares; 2024Q4: 554,230 shares; 2025Q1: 777,988 shares; 2025Q2: 781,862 shares; 2025Q3: 835,703 shares; 2025Q4: 876,773 shares; 2026Q1: 1,371,683 shares 1,371,683 $31.4M 1.83% +494,910 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: 156,236 shares; 2024Q4: 158,943 shares; 2025Q1: 163,762 shares; 2025Q2: 132,183 shares; 2025Q3: 137,200 shares; 2025Q4: 118,700 shares; 2026Q1: 119,814 shares 119,814 $30.4M 1.77% +1,114 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252,092 shares; 2024Q4: 263,124 shares; 2025Q1: 272,048 shares; 2025Q2: 286,578 shares; 2025Q3: 288,301 shares; 2025Q4: 359,717 shares; 2026Q1: 352,164 shares 352,164 $29.9M 1.74% -7,553 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: 195,384 shares; 2024Q4: 197,610 shares; 2025Q1: 208,932 shares; 2025Q2: 191,369 shares; 2025Q3: 186,018 shares; 2025Q4: 139,931 shares; 2026Q1: 137,494 shares 137,494 $26.4M 1.53% -2,437 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 335,758 shares; 2024Q4: 363,219 shares; 2025Q1: 304,854 shares; 2025Q2: 406,823 shares; 2025Q3: 394,499 shares; 2025Q4: 325,741 shares; 2026Q1: 306,738 shares 306,738 $22.8M 1.33% -19,003 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 374,555 shares; 2024Q4: 371,528 shares; 2025Q1: 376,471 shares; 2025Q2: 392,255 shares; 2025Q3: 448,000 shares; 2025Q4: 452,646 shares; 2026Q1: 389,605 shares 389,605 $22.7M 1.32% -63,041 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: 279,069 shares; 2024Q4: 274,197 shares; 2025Q1: 294,801 shares; 2025Q2: 262,485 shares; 2025Q3: 257,636 shares; 2025Q4: 250,618 shares; 2026Q1: 254,230 shares 254,230 $19.5M 1.13% +3,612 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: 94,315 shares; 2025Q1: 287,468 shares; 2025Q2: 415,294 shares; 2025Q3: 430,383 shares; 2025Q4: 454,697 shares; 2026Q1: 481,031 shares 481,031 $19.3M 1.12% +26,334 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: 70,855 shares; 2024Q4: 71,328 shares; 2025Q1: 71,360 shares; 2025Q2: 73,075 shares; 2025Q3: 76,476 shares; 2025Q4: 66,695 shares; 2026Q1: 66,464 shares 66,464 $19.1M 1.11% -231 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: 117,873 shares; 2024Q4: 108,481 shares; 2025Q1: 171,886 shares; 2025Q2: 259,132 shares; 2025Q3: 293,134 shares; 2025Q4: 339,838 shares; 2026Q1: 268,291 shares 268,291 $18.7M 1.09% -71,547 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: 29,080 shares; 2024Q4: 29,699 shares; 2025Q1: 30,906 shares; 2025Q2: 29,879 shares; 2025Q3: 30,132 shares; 2025Q4: 27,476 shares; 2026Q1: 27,760 shares 27,760 $18.1M 1.05% +284 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: 56,414 shares; 2024Q4: 59,271 shares; 2025Q1: 57,954 shares; 2025Q2: 57,605 shares; 2025Q3: 59,653 shares; 2025Q4: 46,368 shares; 2026Q1: 47,889 shares 47,889 $17.7M 1.03% +1,521 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: 106,799 shares; 2024Q4: 106,801 shares; 2025Q1: 110,263 shares; 2025Q2: 93,884 shares; 2025Q3: 100,938 shares; 2025Q4: 80,681 shares; 2026Q1: 82,571 shares 82,571 $17.2M 1% +1,890 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: 19,368 shares; 2024Q4: 25,488 shares; 2025Q1: 24,957 shares; 2025Q2: 24,859 shares; 2025Q3: 25,461 shares; 2025Q4: 15,096 shares; 2026Q1: 25,359 shares 25,359 $16.6M 0.96% +10,263 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: 11,210 shares; 2024Q4: 13,567 shares; 2025Q1: 53,217 shares; 2025Q2: 52,993 shares; 2025Q3: 52,000 shares; 2025Q4: 48,373 shares; 2026Q1: 49,141 shares 49,141 $15.8M 0.92% +768 Timeline AVUQ 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: 261,088 shares; 2026Q1: 266,174 shares 266,174 $15.1M 0.88% +5,086 Timeline VMBS 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: 212,948 shares; 2024Q4: 220,658 shares; 2025Q1: 221,674 shares; 2025Q2: 230,608 shares; 2025Q3: 258,638 shares; 2025Q4: 271,198 shares; 2026Q1: 310,266 shares 310,266 $14.6M 0.85% +39,068 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: 368,637 shares; 2024Q4: 372,017 shares; 2025Q1: 383,483 shares; 2025Q2: 396,804 shares; 2025Q3: 408,257 shares; 2025Q4: 410,263 shares; 2026Q1: 417,291 shares 417,291 $14.1M 0.82% +7,028 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,785 shares; 2024Q4: 47,904 shares; 2025Q1: 51,467 shares; 2025Q2: 52,881 shares; 2025Q3: 53,559 shares; 2025Q4: 54,017 shares; 2026Q1: 56,135 shares 56,135 $14.1M 0.82% +2,118 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: 32,395 shares; 2024Q4: 33,530 shares; 2025Q1: 34,063 shares; 2025Q2: 22,028 shares; 2025Q3: 29,966 shares; 2025Q4: 30,755 shares; 2026Q1: 30,872 shares 30,872 $13.3M 0.77% +117 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 208,856 shares; 2025Q2: 352,716 shares; 2025Q3: 386,411 shares; 2025Q4: 435,832 shares; 2026Q1: 449,631 shares 449,631 $13.2M 0.77% +13,799 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,076 shares; 2024Q4: 74,450 shares; 2025Q1: 104,062 shares; 2025Q2: 103,830 shares; 2025Q3: 112,778 shares; 2025Q4: 21,564 shares; 2026Q1: 21,357 shares 21,357 $12.8M 0.74% -207 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: 420,136 shares; 2024Q4: 515,384 shares; 2025Q1: 595,847 shares; 2025Q2: 647,391 shares; 2025Q3: 864,452 shares; 2025Q4: 315,040 shares; 2026Q1: 331,958 shares 331,958 $12.8M 0.74% +16,918 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,165 shares; 2024Q4: 215,593 shares; 2025Q1: 225,077 shares; 2025Q2: 241,517 shares; 2025Q3: 250,579 shares; 2025Q4: 346,476 shares; 2026Q1: 360,988 shares 360,988 $12.1M 0.7% +14,512 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: 19,414 shares; 2024Q4: 20,965 shares; 2025Q1: 179,977 shares; 2025Q2: 181,780 shares; 2025Q3: 190,476 shares; 2025Q4: 189,308 shares; 2026Q1: 184,886 shares 184,886 $11.8M 0.69% -4,422 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: 11,563 shares; 2024Q4: 11,546 shares; 2025Q1: 12,850 shares; 2025Q2: 14,335 shares; 2025Q3: 14,225 shares; 2025Q4: 12,142 shares; 2026Q1: 12,266 shares 12,266 $11.3M 0.66% +124 Timeline AVLC 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: 140,922 shares; 2026Q1: 142,300 shares 142,300 $11M 0.64% +1,378 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 152,348 shares; 2025Q3: 259,212 shares; 2025Q4: 313,574 shares; 2026Q1: 331,349 shares 331,349 $10.9M 0.63% +17,775 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,751 shares; 2024Q4: 23,331 shares; 2025Q1: 24,883 shares; 2025Q2: 25,284 shares; 2025Q3: 30,074 shares; 2025Q4: 41,388 shares; 2026Q1: 43,856 shares 43,856 $10.5M 0.61% +2,468 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,695 shares; 2025Q2: 252,683 shares; 2025Q3: 273,820 shares; 2025Q4: 275,894 shares; 2026Q1: 289,984 shares 289,984 $10.5M 0.61% +14,090 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,345 shares; 2024Q4: 39,595 shares; 2025Q1: 69,676 shares; 2025Q2: 69,421 shares; 2025Q3: 153,349 shares; 2025Q4: 168,897 shares; 2026Q1: 167,155 shares 167,155 $10.5M 0.61% -1,742 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 315,627 shares 315,627 $10.1M 0.59% new Timeline EDGF ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 253,517 shares; 2025Q1: 281,256 shares; 2025Q2: 257,213 shares; 2025Q3: 220,446 shares; 2025Q4: 270,182 shares; 2026Q1: 407,409 shares 407,409 $10.1M 0.59% +137,227 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,835 shares; 2025Q1: 124,796 shares; 2025Q2: 268,775 shares; 2025Q3: 292,497 shares; 2025Q4: 312,147 shares; 2026Q1: 323,839 shares 323,839 $9.88M 0.57% +11,692 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: 99,552 shares; 2024Q4: 100,167 shares; 2025Q1: 96,835 shares; 2025Q2: 111,017 shares; 2025Q3: 99,853 shares; 2025Q4: 91,058 shares; 2026Q1: 77,584 shares 77,584 $9.64M 0.56% -13,474 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,814 shares; 2024Q4: 30,623 shares; 2025Q1: 139,705 shares; 2025Q2: 144,532 shares; 2025Q3: 140,034 shares; 2025Q4: 137,414 shares; 2026Q1: 136,548 shares 136,548 $9.58M 0.56% -866 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,496 shares; 2025Q2: 126,430 shares; 2025Q3: 176,624 shares; 2025Q4: 213,773 shares; 2026Q1: 231,150 shares 231,150 $9.45M 0.55% +17,377 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: 109,169 shares; 2024Q4: 111,861 shares; 2025Q1: 148,257 shares; 2025Q2: 172,255 shares; 2025Q3: 173,198 shares; 2025Q4: 84,526 shares; 2026Q1: 85,299 shares 85,299 $9.42M 0.55% +773 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS 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: 105,220 shares; 2025Q4: 168,151 shares; 2026Q1: 367,217 shares 367,217 $9.23M 0.54% +199,066 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,469 shares; 2024Q4: 197,480 shares; 2025Q1: 142,254 shares; 2025Q2: 134,043 shares; 2025Q3: 77,635 shares; 2025Q4: 53,540 shares; 2026Q1: 82,476 shares 82,476 $9.19M 0.53% +28,936 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: 10,129 shares; 2024Q4: 10,711 shares; 2025Q1: 12,376 shares; 2025Q2: 11,521 shares; 2025Q3: 13,409 shares; 2025Q4: 15,649 shares; 2026Q1: 16,037 shares 16,037 $9.18M 0.53% +388 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,837 shares; 2024Q4: 69,209 shares; 2025Q1: 69,049 shares; 2025Q2: 67,342 shares; 2025Q3: 65,728 shares; 2025Q4: 65,255 shares; 2026Q1: 64,556 shares 64,556 $9.13M 0.53% -699 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,623 shares; 2024Q4: 136,894 shares; 2025Q1: 147,561 shares; 2025Q2: 153,521 shares; 2025Q3: 171,224 shares; 2025Q4: 180,935 shares; 2026Q1: 173,500 shares 173,500 $9.01M 0.52% -7,435 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: 83,111 shares; 2024Q4: 83,620 shares; 2025Q1: 87,135 shares; 2025Q2: 63,903 shares; 2025Q3: 64,355 shares; 2025Q4: 50,071 shares; 2026Q1: 52,328 shares 52,328 $8.88M 0.52% +2,257 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,988 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,315 shares; 2025Q4: 82,283 shares; 2026Q1: 122,591 shares 122,591 $8.68M 0.51% +40,308 Timeline AVLV 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: 311,179 shares; 2024Q4: 314,379 shares; 2025Q1: 326,902 shares; 2025Q2: 354,898 shares; 2025Q3: 358,864 shares; 2025Q4: 112,609 shares; 2026Q1: 106,104 shares 106,104 $8.55M 0.5% -6,505 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,034 shares; 2024Q4: 85,829 shares; 2025Q1: 93,695 shares; 2025Q2: 96,902 shares; 2025Q3: 96,328 shares; 2025Q4: 94,370 shares; 2026Q1: 99,912 shares 99,912 $8.44M 0.49% +5,542 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,618 shares; 2024Q4: 22,578 shares; 2025Q1: 70,450 shares; 2025Q2: 108,613 shares; 2025Q3: 118,730 shares; 2025Q4: 84,427 shares; 2026Q1: 83,648 shares 83,648 $8.43M 0.49% -779 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,101 shares; 2024Q4: 28,285 shares; 2025Q1: 28,550 shares; 2025Q2: 29,301 shares; 2025Q3: 30,157 shares; 2025Q4: 28,441 shares; 2026Q1: 28,601 shares 28,601 $8.12M 0.47% +160 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: 16,959 shares; 2024Q4: 18,507 shares; 2025Q1: 16,832 shares; 2025Q2: 122,505 shares; 2025Q3: 138,633 shares; 2025Q4: 143,804 shares; 2026Q1: 167,940 shares 167,940 $8.07M 0.47% +24,136 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: 17,125 shares; 2024Q4: 17,816 shares; 2025Q1: 17,645 shares; 2025Q2: 16,251 shares; 2025Q3: 13,101 shares; 2025Q4: 11,507 shares; 2026Q1: 13,922 shares 13,922 $8.04M 0.47% +2,415 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: 50,756 shares; 2024Q4: 48,117 shares; 2025Q1: 83,157 shares; 2025Q2: 73,336 shares; 2025Q3: 64,301 shares; 2025Q4: 63,878 shares; 2026Q1: 62,804 shares 62,804 $7.81M 0.45% -1,074 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: 2,776 shares; 2024Q4: 2,543 shares; 2025Q1: 3,654 shares; 2025Q2: 3,857 shares; 2025Q3: 3,571 shares; 2025Q4: 70,421 shares; 2026Q1: 80,490 shares 80,490 $7.74M 0.45% +10,069 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,741 shares; 2024Q4: 51,428 shares; 2025Q1: 53,870 shares; 2025Q2: 57,594 shares; 2025Q3: 61,619 shares; 2025Q4: 95,173 shares; 2026Q1: 95,800 shares 95,800 $7.72M 0.45% +627 Timeline AVSF 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: 122,120 shares; 2024Q4: 128,404 shares; 2025Q1: 131,553 shares; 2025Q2: 143,000 shares; 2025Q3: 148,368 shares; 2025Q4: 159,772 shares; 2026Q1: 163,583 shares 163,583 $7.66M 0.45% +3,811 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: 175,791 shares; 2024Q4: 166,745 shares; 2025Q1: 184,352 shares; 2025Q2: 210,218 shares; 2025Q3: 188,062 shares; 2025Q4: 159,857 shares; 2026Q1: 151,125 shares 151,125 $7.54M 0.44% -8,732 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: 7,197 shares; 2025Q2: 77,812 shares; 2025Q3: 106,329 shares; 2025Q4: 134,857 shares; 2026Q1: 135,830 shares 135,830 $7.5M 0.44% +973 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: 33,489 shares; 2024Q4: 33,662 shares; 2025Q1: 35,703 shares; 2025Q2: 28,685 shares; 2025Q3: 31,818 shares; 2025Q4: 25,708 shares; 2026Q1: 25,294 shares 25,294 $7.44M 0.43% -414 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: 162,068 shares; 2024Q4: 483,291 shares; 2025Q1: 482,929 shares; 2025Q2: 457,466 shares; 2025Q3: 297,899 shares; 2025Q4: 224,835 shares; 2026Q1: 236,724 shares 236,724 $7.26M 0.42% +11,889 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: not reported; 2024Q4: 37,174 shares; 2025Q1: 102,707 shares; 2025Q2: 105,185 shares; 2025Q3: 136,931 shares; 2025Q4: 134,802 shares; 2026Q1: 81,897 shares 81,897 $7.22M 0.42% -52,905 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,406 shares; 2024Q4: 115,243 shares; 2025Q1: 152,806 shares; 2025Q2: 153,583 shares; 2025Q3: 151,161 shares; 2025Q4: 70,559 shares; 2026Q1: 71,614 shares 71,614 $7.15M 0.42% +1,055 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: 78,833 shares; 2024Q4: 77,299 shares; 2025Q1: 79,572 shares; 2025Q2: 77,438 shares; 2025Q3: 51,420 shares; 2025Q4: 40,291 shares; 2026Q1: 39,078 shares 39,078 $7.09M 0.41% -1,213 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: 108,746 shares; 2024Q4: 108,739 shares; 2025Q1: 170,461 shares; 2025Q2: 154,649 shares; 2025Q3: 151,910 shares; 2025Q4: 125,436 shares; 2026Q1: 124,018 shares 124,018 $6.7M 0.39% -1,418 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: 22,825 shares; 2024Q4: 22,559 shares; 2025Q1: 22,084 shares; 2025Q2: 23,690 shares; 2025Q3: 23,438 shares; 2025Q4: 21,641 shares; 2026Q1: 21,846 shares 21,846 $6.6M 0.38% +205 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,073 shares; 2024Q4: 104,374 shares; 2025Q1: 98,768 shares; 2025Q2: 98,158 shares; 2025Q3: 98,779 shares; 2025Q4: 81,288 shares; 2026Q1: 97,123 shares 97,123 $6.46M 0.38% +15,835 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,502 shares; 2025Q2: 45,873 shares; 2025Q3: 46,221 shares; 2025Q4: 46,956 shares; 2026Q1: 56,131 shares 56,131 $6.37M 0.37% +9,175 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: 5,155 shares; 2024Q4: 5,910 shares; 2025Q1: 52,065 shares; 2025Q2: 67,965 shares; 2025Q3: 69,926 shares; 2025Q4: 71,873 shares; 2026Q1: 72,590 shares 72,590 $6.29M 0.37% +717 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: 3,307 shares; 2024Q4: 4,095 shares; 2025Q1: 66,110 shares; 2025Q2: 67,609 shares; 2025Q3: 68,251 shares; 2025Q4: 72,418 shares; 2026Q1: 74,646 shares 74,646 $6.16M 0.36% +2,228 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,365 shares; 2024Q4: 176,277 shares; 2025Q1: 182,854 shares; 2025Q2: 161,626 shares; 2025Q3: 169,689 shares; 2025Q4: 173,423 shares; 2026Q1: 174,449 shares 174,449 $5.9M 0.34% +1,026 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: not reported; 2025Q1: 51,278 shares; 2025Q2: 50,720 shares; 2025Q3: 49,757 shares; 2025Q4: 49,919 shares; 2026Q1: 49,719 shares 49,719 $5.9M 0.34% -200 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: 62,164 shares; 2024Q4: 64,667 shares; 2025Q1: 67,692 shares; 2025Q2: 61,805 shares; 2025Q3: 63,499 shares; 2025Q4: 52,544 shares; 2026Q1: 51,825 shares 51,825 $5.86M 0.34% -719 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: 9,204 shares; 2024Q4: 9,696 shares; 2025Q1: 10,978 shares; 2025Q2: 7,781 shares; 2025Q3: 8,308 shares; 2025Q4: 8,463 shares; 2026Q1: 8,377 shares 8,377 $5.84M 0.34% -86 Timeline AVRE 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: 111,485 shares; 2024Q4: 116,844 shares; 2025Q1: 123,148 shares; 2025Q2: 133,403 shares; 2025Q3: 139,307 shares; 2025Q4: 136,657 shares; 2026Q1: 131,987 shares 131,987 $5.81M 0.34% -4,670 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: 30,838 shares; 2024Q4: 28,077 shares; 2025Q1: 22,319 shares; 2025Q2: 18,116 shares; 2025Q3: 17,861 shares; 2025Q4: 17,847 shares; 2026Q1: 17,510 shares 17,510 $5.75M 0.33% -337 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,179 shares; 2024Q4: 41,742 shares; 2025Q1: 41,396 shares; 2025Q2: 41,867 shares; 2025Q3: 42,078 shares; 2025Q4: 35,138 shares; 2026Q1: 57,384 shares 57,384 $5.62M 0.33% +22,246 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: 51,701 shares; 2024Q4: 54,035 shares; 2025Q1: 55,197 shares; 2025Q2: 52,575 shares; 2025Q3: 74,841 shares; 2025Q4: 24,762 shares; 2026Q1: 25,423 shares 25,423 $5.47M 0.32% +661 Timeline CAIQ CALAMOS ETF TR More: the full row for CALAMOS 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: 19,838 shares; 2026Q1: 226,359 shares 226,359 $5.4M 0.31% +206,521 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,793 shares; 2024Q4: 9,218 shares; 2025Q1: 10,837 shares; 2025Q2: 10,078 shares; 2025Q3: 12,493 shares; 2025Q4: 7,436 shares; 2026Q1: 26,021 shares 26,021 $5.29M 0.31% +18,585 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: 2,679 shares; 2024Q4: 2,646 shares; 2025Q1: 39,097 shares; 2025Q2: 44,344 shares; 2025Q3: 44,420 shares; 2025Q4: 45,881 shares; 2026Q1: 47,935 shares 47,935 $5.29M 0.31% +2,054 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,622 shares; 2024Q4: 222,307 shares; 2025Q1: 248,981 shares; 2025Q2: 500,131 shares; 2025Q3: 795,359 shares; 2025Q4: 153,243 shares; 2026Q1: 156,761 shares 156,761 $5.23M 0.3% +3,518 Timeline FSEP 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: 93,408 shares; 2024Q4: 99,041 shares; 2025Q1: 102,890 shares; 2025Q2: 86,792 shares; 2025Q3: 98,673 shares; 2025Q4: 102,612 shares; 2026Q1: 103,767 shares 103,767 $5.22M 0.3% +1,155 Timeline AUGT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,689 shares; 2024Q4: 153,149 shares; 2025Q1: 151,407 shares; 2025Q2: 150,567 shares; 2025Q3: 149,352 shares; 2025Q4: 146,584 shares; 2026Q1: 145,339 shares 145,339 $5.06M 0.29% -1,245 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: 19,229 shares; 2024Q4: 38,593 shares; 2025Q1: 39,365 shares; 2025Q2: 41,744 shares; 2025Q3: 43,248 shares; 2025Q4: 37,273 shares; 2026Q1: 31,582 shares 31,582 $5.06M 0.29% -5,691 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,388 shares; 2024Q4: 13,242 shares; 2025Q1: 13,189 shares; 2025Q2: 13,461 shares; 2025Q3: 13,561 shares; 2025Q4: 13,544 shares; 2026Q1: 14,418 shares 14,418 $4.95M 0.29% +874 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: 28,600 shares; 2024Q4: 29,004 shares; 2025Q1: 29,682 shares; 2025Q2: 24,352 shares; 2025Q3: 25,022 shares; 2025Q4: 10,691 shares; 2026Q1: 10,250 shares 10,250 $4.91M 0.29% -441 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: 9,882 shares; 2024Q4: 12,646 shares; 2025Q1: 17,729 shares; 2025Q2: 20,559 shares; 2025Q3: 21,635 shares; 2025Q4: 22,893 shares; 2026Q1: 23,152 shares 23,152 $4.89M 0.28% +259 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,387 shares; 2025Q2: 71,889 shares; 2025Q3: 71,886 shares; 2025Q4: 50,969 shares; 2026Q1: 134,217 shares 134,217 $4.87M 0.28% +83,248 Timeline AVSC 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: 78,721 shares; 2026Q1: 78,181 shares 78,181 $4.87M 0.28% -540 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: 16,411 shares; 2024Q4: 16,061 shares; 2025Q1: 15,621 shares; 2025Q2: 13,281 shares; 2025Q3: 13,439 shares; 2025Q4: 12,538 shares; 2026Q1: 15,561 shares 15,561 $4.82M 0.28% +3,023 Timeline BJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,910 shares; 2024Q4: 100,803 shares; 2025Q1: 102,732 shares; 2025Q2: 106,693 shares; 2025Q3: 106,232 shares; 2025Q4: 101,974 shares; 2026Q1: 102,818 shares 102,818 $4.76M 0.28% +844 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,359 shares; 2024Q4: 86,863 shares; 2025Q1: 124,896 shares; 2025Q2: 174,877 shares; 2025Q3: 169,425 shares; 2025Q4: 117,127 shares; 2026Q1: 101,711 shares 101,711 $4.71M 0.27% -15,416 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,163 shares; 2024Q4: 135,947 shares; 2025Q1: 135,176 shares; 2025Q2: 135,938 shares; 2025Q3: 135,380 shares; 2025Q4: 108,488 shares; 2026Q1: 109,767 shares 109,767 $4.67M 0.27% +1,279 Timeline EFAV ISHARES 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: 2,783 shares; 2025Q3: 41,065 shares; 2025Q4: 49,667 shares; 2026Q1: 50,725 shares 50,725 $4.63M 0.27% +1,058 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: 11,826 shares; 2024Q4: 11,842 shares; 2025Q1: 12,574 shares; 2025Q2: 12,933 shares; 2025Q3: 13,121 shares; 2025Q4: 12,921 shares; 2026Q1: 12,930 shares 12,930 $4.61M 0.27% +9 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: 23,537 shares; 2024Q4: 24,830 shares; 2025Q1: 64,503 shares; 2025Q2: 84,896 shares; 2025Q3: 87,568 shares; 2025Q4: 90,945 shares; 2026Q1: 92,922 shares 92,922 $4.53M 0.26% +1,977 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: 7,443 shares; 2024Q4: 9,650 shares; 2025Q1: 29,024 shares; 2025Q2: 32,799 shares; 2025Q3: 41,002 shares; 2025Q4: 39,882 shares; 2026Q1: 44,930 shares 44,930 $4.52M 0.26% +5,048 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: 57,818 shares; 2024Q4: 58,735 shares; 2025Q1: 51,898 shares; 2025Q2: 49,814 shares; 2025Q3: 50,545 shares; 2025Q4: 30,647 shares; 2026Q1: 30,987 shares 30,987 $4.48M 0.26% +340 Timeline IYC ISHARES 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: 35,876 shares; 2025Q4: 44,873 shares; 2026Q1: 45,907 shares 45,907 $4.45M 0.26% +1,034 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: not reported; 2024Q4: not reported; 2025Q1: 21,724 shares; 2025Q2: 35,589 shares; 2025Q3: 39,954 shares; 2025Q4: 46,148 shares; 2026Q1: 46,782 shares 46,782 $4.41M 0.26% +634 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: 49,062 shares; 2024Q4: 50,197 shares; 2025Q1: 51,106 shares; 2025Q2: 53,550 shares; 2025Q3: 62,921 shares; 2025Q4: 65,050 shares; 2026Q1: 64,465 shares 64,465 $4.35M 0.25% -585 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,271 shares; 2024Q4: 8,013 shares; 2025Q1: 21,492 shares; 2025Q2: 33,917 shares; 2025Q3: 48,910 shares; 2025Q4: 49,662 shares; 2026Q1: 13,622 shares 13,622 $4.33M 0.25% -36,040 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: 77,475 shares; 2024Q4: 69,349 shares; 2025Q1: 68,879 shares; 2025Q2: 65,408 shares; 2025Q3: 69,613 shares; 2025Q4: 44,188 shares; 2026Q1: 47,070 shares 47,070 $4.31M 0.25% +2,882 Timeline CDC 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: not reported; 2024Q4: not reported; 2025Q1: 54,066 shares; 2025Q2: 54,597 shares; 2025Q3: 57,365 shares; 2025Q4: 59,806 shares; 2026Q1: 59,935 shares 59,935 $4.28M 0.25% +129 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,805 shares; 2024Q4: 7,096 shares; 2025Q1: 7,099 shares; 2025Q2: 6,815 shares; 2025Q3: 14,575 shares; 2025Q4: 82,242 shares; 2026Q1: 105,463 shares 105,463 $4.23M 0.25% +23,221 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: 10,565 shares; 2024Q4: 9,858 shares; 2025Q1: 28,824 shares; 2025Q2: 27,418 shares; 2025Q3: 60,788 shares; 2025Q4: 25,579 shares; 2026Q1: 29,410 shares 29,410 $4.19M 0.24% +3,831 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,349 shares; 2024Q4: 4,251 shares; 2025Q1: 2,973 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,107 shares; 2026Q1: 46,379 shares 46,379 $4.1M 0.24% +18,272 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: 353,538 shares; 2024Q4: 1,474,452 shares; 2025Q1: 1,597,817 shares; 2025Q2: 1,664,649 shares; 2025Q3: 1,831,652 shares; 2025Q4: 150,683 shares; 2026Q1: 137,476 shares 137,476 $4M 0.23% -13,207 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53,425 shares; 2025Q2: 71,360 shares; 2025Q3: 62,029 shares; 2025Q4: 64,269 shares; 2026Q1: 78,757 shares 78,757 $3.99M 0.23% +14,488 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,758 shares; 2025Q1: 37,159 shares; 2025Q2: 35,457 shares; 2025Q3: 40,095 shares; 2025Q4: 43,312 shares; 2026Q1: 46,351 shares 46,351 $3.94M 0.23% +3,039 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,736 shares; 2025Q2: 92,729 shares; 2025Q3: 99,858 shares; 2025Q4: 118,464 shares; 2026Q1: 122,469 shares 122,469 $3.87M 0.22% +4,005 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: 66,614 shares; 2024Q4: 70,422 shares; 2025Q1: 54,123 shares; 2025Q2: 53,914 shares; 2025Q3: 47,488 shares; 2025Q4: 42,358 shares; 2026Q1: 36,253 shares 36,253 $3.85M 0.22% -6,105 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: 2,995 shares; 2024Q4: 3,292 shares; 2025Q1: 3,746 shares; 2025Q2: 9,784 shares; 2025Q3: 13,654 shares; 2025Q4: 12,832 shares; 2026Q1: 13,473 shares 13,473 $3.76M 0.22% +641 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: 7,345 shares; 2024Q4: 8,235 shares; 2025Q1: 8,383 shares; 2025Q2: 10,115 shares; 2025Q3: 10,270 shares; 2025Q4: 5,022 shares; 2026Q1: 19,139 shares 19,139 $3.69M 0.21% +14,117 Timeline SBAR SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,744 shares; 2025Q4: 87,766 shares; 2026Q1: 146,263 shares 146,263 $3.59M 0.21% +58,497 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,591 shares; 2024Q4: 15,837 shares; 2025Q1: 17,331 shares; 2025Q2: 12,404 shares; 2025Q3: 12,318 shares; 2025Q4: 9,383 shares; 2026Q1: 9,606 shares 9,606 $3.57M 0.21% +223 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: 78,975 shares; 2024Q4: 97,957 shares; 2025Q1: 116,280 shares; 2025Q2: 117,819 shares; 2025Q3: 115,053 shares; 2025Q4: 67,904 shares; 2026Q1: 61,991 shares 61,991 $3.51M 0.2% -5,913 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 444,198 shares; 2024Q4: 503,425 shares; 2025Q1: 581,157 shares; 2025Q2: 550,697 shares; 2025Q3: 708,968 shares; 2025Q4: 80,511 shares; 2026Q1: 81,188 shares 81,188 $3.45M 0.2% +677 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: 27,279 shares; 2024Q4: 33,966 shares; 2025Q1: 38,676 shares; 2025Q2: 37,859 shares; 2025Q3: 36,812 shares; 2025Q4: 37,148 shares; 2026Q1: 37,101 shares 37,101 $3.44M 0.2% -47 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 274,758 shares; 2024Q4: 295,765 shares; 2025Q1: 259,196 shares; 2025Q2: 150,252 shares; 2025Q3: 167,866 shares; 2025Q4: 42,402 shares; 2026Q1: 43,461 shares 43,461 $3.42M 0.2% +1,059 Timeline GPIX 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: 8,982 shares; 2025Q3: 28,683 shares; 2025Q4: 66,115 shares; 2026Q1: 67,329 shares 67,329 $3.37M 0.2% +1,214 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,052 shares; 2025Q2: not reported; 2025Q3: 27,176 shares; 2025Q4: 33,650 shares; 2026Q1: 35,922 shares 35,922 $3.35M 0.19% +2,272 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: 4,368 shares; 2024Q4: 4,975 shares; 2025Q1: 4,932 shares; 2025Q2: 5,883 shares; 2025Q3: 5,668 shares; 2025Q4: 4,116 shares; 2026Q1: 3,275 shares 3,275 $3.26M 0.19% -841 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: 26,707 shares; 2024Q4: 24,444 shares; 2025Q1: 24,552 shares; 2025Q2: 25,308 shares; 2025Q3: 26,607 shares; 2025Q4: 23,213 shares; 2026Q1: 24,718 shares 24,718 $3.24M 0.19% +1,505 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: 9,062 shares; 2024Q4: 9,056 shares; 2025Q1: 10,241 shares; 2025Q2: 10,479 shares; 2025Q3: 10,330 shares; 2025Q4: 9,679 shares; 2026Q1: 9,522 shares 9,522 $3.13M 0.18% -157 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: 40,377 shares; 2024Q4: 29,745 shares; 2025Q1: 47,004 shares; 2025Q2: 49,056 shares; 2025Q3: 50,127 shares; 2025Q4: 41,728 shares; 2026Q1: 42,992 shares 42,992 $3.09M 0.18% +1,264 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: 39,896 shares; 2024Q4: 82,358 shares; 2025Q1: 93,380 shares; 2025Q2: 92,693 shares; 2025Q3: 90,910 shares; 2025Q4: 101,242 shares; 2026Q1: 132,414 shares 132,414 $3.07M 0.18% +31,172 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: 7,256 shares; 2024Q4: not reported; 2025Q1: 22,366 shares; 2025Q2: 43,290 shares; 2025Q3: 45,891 shares; 2025Q4: 29,780 shares; 2026Q1: 29,584 shares 29,584 $3.06M 0.18% -196 Timeline VIGI 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: 36,288 shares; 2025Q2: 36,137 shares; 2025Q3: 35,561 shares; 2025Q4: 34,510 shares; 2026Q1: 34,093 shares 34,093 $3.02M 0.18% -417 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,730 shares; 2024Q4: 3,512 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,318 shares; 2026Q1: 45,770 shares 45,770 $2.95M 0.17% +29,452 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,394 shares; 2024Q4: 16,410 shares; 2025Q1: 16,287 shares; 2025Q2: 13,708 shares; 2025Q3: 14,081 shares; 2025Q4: 12,158 shares; 2026Q1: 11,985 shares 11,985 $2.93M 0.17% -173 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 108,480 shares; 2025Q4: 113,672 shares; 2026Q1: 117,896 shares 117,896 $2.87M 0.17% +4,224 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: 13,922 shares; 2024Q4: 15,843 shares; 2025Q1: 15,710 shares; 2025Q2: 12,698 shares; 2025Q3: 13,097 shares; 2025Q4: 11,782 shares; 2026Q1: 10,909 shares 10,909 $2.86M 0.17% -873 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: 14,133 shares; 2024Q4: 13,992 shares; 2025Q1: 14,750 shares; 2025Q2: 12,879 shares; 2025Q3: 13,074 shares; 2025Q4: 9,621 shares; 2026Q1: 9,889 shares 9,889 $2.84M 0.16% +268 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: 21,542 shares; 2024Q4: 24,860 shares; 2025Q1: 25,970 shares; 2025Q2: 23,244 shares; 2025Q3: 23,422 shares; 2025Q4: 14,363 shares; 2026Q1: 13,328 shares 13,328 $2.76M 0.16% -1,035 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,192 shares; 2024Q4: 9,584 shares; 2025Q1: 23,077 shares; 2025Q2: 72,510 shares; 2025Q3: 74,008 shares; 2025Q4: 64,522 shares; 2026Q1: 40,381 shares 40,381 $2.75M 0.16% -24,141 Timeline SYSB ISHARES 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: 24,894 shares; 2026Q1: 30,894 shares 30,894 $2.75M 0.16% +6,000 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,519 shares; 2024Q4: 61,042 shares; 2025Q1: 64,113 shares; 2025Q2: 56,167 shares; 2025Q3: 63,219 shares; 2025Q4: 68,751 shares; 2026Q1: 73,254 shares 73,254 $2.72M 0.16% +4,503 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,286 shares; 2025Q4: 20,213 shares; 2026Q1: 18,535 shares 18,535 $2.7M 0.16% -1,678 Timeline FDMO 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: 17,975 shares; 2025Q3: 23,914 shares; 2025Q4: 32,812 shares; 2026Q1: 33,701 shares 33,701 $2.7M 0.16% +889 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: 212,524 shares; 2024Q4: 223,596 shares; 2025Q1: 264,815 shares; 2025Q2: 300,584 shares; 2025Q3: 99,504 shares; 2025Q4: 16,092 shares; 2026Q1: 19,259 shares 19,259 $2.66M 0.15% +3,167 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: 8,658 shares; 2024Q4: 19,795 shares; 2025Q1: 21,611 shares; 2025Q2: 21,728 shares; 2025Q3: 23,732 shares; 2025Q4: 13,569 shares; 2026Q1: 18,014 shares 18,014 $2.64M 0.15% +4,445 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 656 shares; 2024Q4: 627 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,319 shares; 2025Q4: 1,637 shares; 2026Q1: 1,895 shares 1,895 $2.61M 0.15% +258 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,819 shares; 2024Q4: 7,820 shares; 2025Q1: 9,674 shares; 2025Q2: 19,238 shares; 2025Q3: 19,514 shares; 2025Q4: 22,327 shares; 2026Q1: 26,388 shares 26,388 $2.55M 0.15% +4,061 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,643 shares; 2024Q4: 9,975 shares; 2025Q1: 11,788 shares; 2025Q2: 20,485 shares; 2025Q3: 19,882 shares; 2025Q4: 24,422 shares; 2026Q1: 27,541 shares 27,541 $2.54M 0.15% +3,119 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: 30,904 shares; 2024Q4: 31,909 shares; 2025Q1: 38,850 shares; 2025Q2: 38,910 shares; 2025Q3: 43,014 shares; 2025Q4: 29,471 shares; 2026Q1: 27,919 shares 27,919 $2.53M 0.15% -1,552 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,555 shares; 2024Q4: 61,203 shares; 2025Q1: 62,227 shares; 2025Q2: 63,565 shares; 2025Q3: 63,072 shares; 2025Q4: 62,957 shares; 2026Q1: 63,302 shares 63,302 $2.51M 0.15% +345 Timeline AUGW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,535 shares; 2024Q4: 92,410 shares; 2025Q1: 89,084 shares; 2025Q2: 84,241 shares; 2025Q3: 82,442 shares; 2025Q4: 80,266 shares; 2026Q1: 77,770 shares 77,770 $2.5M 0.15% -2,496 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: 143,464 shares; 2026Q1: 149,931 shares 149,931 $2.49M 0.14% +6,467 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: 3,545 shares; 2024Q4: 3,534 shares; 2025Q1: 3,746 shares; 2025Q2: 3,664 shares; 2025Q3: 3,826 shares; 2025Q4: 3,733 shares; 2026Q1: 3,513 shares 3,513 $2.49M 0.14% -220 Timeline HFSI HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,537 shares; 2025Q2: 50,025 shares; 2025Q3: 56,719 shares; 2025Q4: 63,621 shares; 2026Q1: 71,521 shares 71,521 $2.48M 0.14% +7,900 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,416 shares; 2024Q4: 9,613 shares; 2025Q1: 5,426 shares; 2025Q2: not reported; 2025Q3: 15,112 shares; 2025Q4: 20,499 shares; 2026Q1: 20,818 shares 20,818 $2.47M 0.14% +319 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX 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: 61,968 shares; 2025Q4: 63,607 shares; 2026Q1: 71,402 shares 71,402 $2.46M 0.14% +7,795 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,618 shares; 2025Q2: 11,518 shares; 2025Q3: 11,239 shares; 2025Q4: 11,378 shares; 2026Q1: 11,876 shares 11,876 $2.44M 0.14% +498 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: 13,014 shares; 2024Q4: 15,574 shares; 2025Q1: 20,525 shares; 2025Q2: 27,046 shares; 2025Q3: 27,766 shares; 2025Q4: 27,406 shares; 2026Q1: 29,904 shares 29,904 $2.37M 0.14% +2,498 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,123 shares; 2024Q4: 33,004 shares; 2025Q1: 34,287 shares; 2025Q2: 34,292 shares; 2025Q3: 34,627 shares; 2025Q4: 35,316 shares; 2026Q1: 21,202 shares 21,202 $2.36M 0.14% -14,114 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: 20,108 shares; 2024Q4: 20,740 shares; 2025Q1: 21,923 shares; 2025Q2: 23,923 shares; 2025Q3: 24,249 shares; 2025Q4: 17,470 shares; 2026Q1: 17,876 shares 17,876 $2.34M 0.14% +406 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: 8,931 shares; 2024Q4: 8,750 shares; 2025Q1: 8,922 shares; 2025Q2: 8,861 shares; 2025Q3: 12,970 shares; 2025Q4: 9,535 shares; 2026Q1: 9,571 shares 9,571 $2.32M 0.13% +36 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 78,394 shares; 2025Q2: 94,119 shares; 2025Q3: 391,059 shares; 2025Q4: 68,926 shares; 2026Q1: 69,007 shares 69,007 $2.28M 0.13% +81 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: not reported; 2024Q4: 2,998 shares; 2025Q1: 7,156 shares; 2025Q2: 5,771 shares; 2025Q3: 7,348 shares; 2025Q4: 7,882 shares; 2026Q1: 9,441 shares 9,441 $2.24M 0.13% +1,559 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: 49,415 shares; 2024Q4: 46,098 shares; 2025Q1: 51,408 shares; 2025Q2: 52,582 shares; 2025Q3: 52,689 shares; 2025Q4: 53,249 shares; 2026Q1: 24,145 shares 24,145 $2.23M 0.13% -29,104 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: 12,375 shares; 2024Q4: 4,528 shares; 2025Q1: 22,108 shares; 2025Q2: 22,452 shares; 2025Q3: 16,701 shares; 2025Q4: 17,987 shares; 2026Q1: 23,278 shares 23,278 $2.22M 0.13% +5,291 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,446 shares; 2025Q1: 90,253 shares; 2025Q2: 64,704 shares; 2025Q3: 56,500 shares; 2025Q4: 78,453 shares; 2026Q1: 91,729 shares 91,729 $2.22M 0.13% +13,276 Timeline EDGH ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 80,476 shares; 2025Q1: 98,099 shares; 2025Q2: 98,378 shares; 2025Q3: 104,453 shares; 2025Q4: 83,168 shares; 2026Q1: 64,881 shares 64,881 $2.22M 0.13% -18,287 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: 9,675 shares; 2024Q4: 10,578 shares; 2025Q1: 10,911 shares; 2025Q2: 6,794 shares; 2025Q3: 7,495 shares; 2025Q4: 16,466 shares; 2026Q1: 16,673 shares 16,673 $2.22M 0.13% +207 Timeline CGUI CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 79,139 shares; 2026Q1: 86,768 shares 86,768 $2.19M 0.13% +7,629 Timeline QUIZ ZACKS TRUST More: the full row for ZACKS 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: 62,344 shares; 2026Q1: 78,299 shares 78,299 $2.11M 0.12% +15,955 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,171 shares; 2024Q4: 5,310 shares; 2025Q1: 5,341 shares; 2025Q2: 5,603 shares; 2025Q3: 5,695 shares; 2025Q4: 5,804 shares; 2026Q1: 5,664 shares 5,664 $2.1M 0.12% -140 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: 10,104 shares; 2024Q4: 10,283 shares; 2025Q1: 10,003 shares; 2025Q2: 9,961 shares; 2025Q3: 10,291 shares; 2025Q4: 9,299 shares; 2026Q1: 9,477 shares 9,477 $2.06M 0.12% +178 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,844 shares; 2025Q3: 13,875 shares; 2025Q4: 29,396 shares; 2026Q1: 41,529 shares 41,529 $2.06M 0.12% +12,133 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,283 shares; 2024Q4: 16,278 shares; 2025Q1: 15,942 shares; 2025Q2: 16,607 shares; 2025Q3: 16,693 shares; 2025Q4: 15,563 shares; 2026Q1: 14,799 shares 14,799 $2.05M 0.12% -764 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: 48,766 shares; 2024Q4: 70,665 shares; 2025Q1: 73,252 shares; 2025Q2: 96,434 shares; 2025Q3: 99,184 shares; 2025Q4: 92,073 shares; 2026Q1: 115,308 shares 115,308 $2.05M 0.12% +23,235 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: 12,876 shares; 2024Q4: 12,999 shares; 2025Q1: 16,677 shares; 2025Q2: 17,255 shares; 2025Q3: 29,941 shares; 2025Q4: 20,160 shares; 2026Q1: 20,611 shares 20,611 $2.05M 0.12% +451 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: 3,256 shares; 2024Q4: 3,504 shares; 2025Q1: 3,559 shares; 2025Q2: 3,507 shares; 2025Q3: 3,451 shares; 2025Q4: 2,996 shares; 2026Q1: 4,410 shares 4,410 $2.03M 0.12% +1,414 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: 14,766 shares; 2024Q4: 15,281 shares; 2025Q1: 16,229 shares; 2025Q2: 14,895 shares; 2025Q3: 14,057 shares; 2025Q4: 11,521 shares; 2026Q1: 13,855 shares 13,855 $2.03M 0.12% +2,334 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,704 shares; 2025Q1: 37,852 shares; 2025Q2: 37,662 shares; 2025Q3: 37,518 shares; 2025Q4: 41,118 shares; 2026Q1: 41,798 shares 41,798 $2.01M 0.12% +680 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: 40,048 shares; 2024Q4: 38,746 shares; 2025Q1: 25,485 shares; 2025Q2: 28,660 shares; 2025Q3: 28,385 shares; 2025Q4: 29,830 shares; 2026Q1: 24,943 shares 24,943 $2M 0.12% -4,887 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,904 shares; 2024Q4: 11,753 shares; 2025Q1: 21,325 shares; 2025Q2: 23,941 shares; 2025Q3: 27,818 shares; 2025Q4: 30,406 shares; 2026Q1: 31,945 shares 31,945 $1.99M 0.12% +1,539 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,439 shares; 2024Q4: 5,438 shares; 2025Q1: 7,581 shares; 2025Q2: 24,157 shares; 2025Q3: 27,468 shares; 2025Q4: 40,449 shares; 2026Q1: 39,672 shares 39,672 $1.99M 0.12% -777 Timeline GROZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,100 shares; 2025Q1: 45,280 shares; 2025Q2: 47,808 shares; 2025Q3: 57,280 shares; 2025Q4: 65,714 shares; 2026Q1: 71,381 shares 71,381 $1.97M 0.11% +5,667 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: 22,942 shares; 2024Q4: 23,884 shares; 2025Q1: 26,712 shares; 2025Q2: 52,019 shares; 2025Q3: 54,435 shares; 2025Q4: 23,593 shares; 2026Q1: 25,796 shares 25,796 $1.96M 0.11% +2,203 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,807 shares; 2024Q4: 46,486 shares; 2025Q1: 52,065 shares; 2025Q2: 52,567 shares; 2025Q3: 51,403 shares; 2025Q4: 50,771 shares; 2026Q1: 50,406 shares 50,406 $1.96M 0.11% -365 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: 5,847 shares; 2024Q4: 5,785 shares; 2025Q1: 5,879 shares; 2025Q2: 5,213 shares; 2025Q3: 5,215 shares; 2025Q4: 8,245 shares; 2026Q1: 8,255 shares 8,255 $1.95M 0.11% +10 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: 1,888 shares; 2024Q4: 1,428 shares; 2025Q1: 5,758 shares; 2025Q2: 5,695 shares; 2025Q3: 6,648 shares; 2025Q4: 8,178 shares; 2026Q1: 8,913 shares 8,913 $1.94M 0.11% +735 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: 690 shares; 2024Q4: 1,166 shares; 2025Q1: 1,154 shares; 2025Q2: 1,782 shares; 2025Q3: 2,751 shares; 2025Q4: 1,792 shares; 2026Q1: 2,203 shares 2,203 $1.92M 0.11% +411 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: 4,110 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,294 shares; 2025Q3: 20,142 shares; 2025Q4: 20,214 shares; 2026Q1: 27,684 shares 27,684 $1.9M 0.11% +7,470 Timeline DDEC 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: 48,960 shares; 2024Q4: 44,042 shares; 2025Q1: 42,821 shares; 2025Q2: 42,766 shares; 2025Q3: 42,286 shares; 2025Q4: 42,225 shares; 2026Q1: 42,225 shares 42,225 $1.87M 0.11% 0 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,600 shares; 2025Q1: 11,240 shares; 2025Q2: 23,097 shares; 2025Q3: 19,969 shares; 2025Q4: 19,543 shares; 2026Q1: 29,217 shares 29,217 $1.87M 0.11% +9,674 Timeline LUNR INTUITIVE MACHINES INC More: the full row for INTUITIVE MACHINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,672 shares; 2024Q4: 147,348 shares; 2025Q1: 85,835 shares; 2025Q2: 89,935 shares; 2025Q3: 86,905 shares; 2025Q4: 86,830 shares; 2026Q1: 97,809 shares 97,809 $1.82M 0.11% +10,979 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: 7,825 shares; 2024Q4: 6,341 shares; 2025Q1: not reported; 2025Q2: 3,904 shares; 2025Q3: 13,062 shares; 2025Q4: 13,891 shares; 2026Q1: 14,301 shares 14,301 $1.81M 0.11% +410 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: 18,707 shares; 2024Q4: 20,239 shares; 2025Q1: 21,066 shares; 2025Q2: 21,730 shares; 2025Q3: 20,892 shares; 2025Q4: 19,600 shares; 2026Q1: 18,433 shares 18,433 $1.75M 0.1% -1,167 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: 5,829 shares; 2024Q4: 5,890 shares; 2025Q1: 5,658 shares; 2025Q2: 5,518 shares; 2025Q3: 5,518 shares; 2025Q4: 5,478 shares; 2026Q1: 5,452 shares 5,452 $1.75M 0.1% -26 Timeline FVAL 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: 3,679 shares; 2024Q4: 3,683 shares; 2025Q1: not reported; 2025Q2: 14,467 shares; 2025Q3: 19,171 shares; 2025Q4: 24,485 shares; 2026Q1: 25,002 shares 25,002 $1.74M 0.1% +517 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: 2,530 shares; 2024Q4: 3,787 shares; 2025Q1: 4,867 shares; 2025Q2: 4,699 shares; 2025Q3: 4,680 shares; 2025Q4: 3,758 shares; 2026Q1: 3,744 shares 3,744 $1.73M 0.1% -14 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,307 shares; 2024Q4: 37,771 shares; 2025Q1: 36,858 shares; 2025Q2: 36,526 shares; 2025Q3: 36,446 shares; 2025Q4: 45,423 shares; 2026Q1: 44,599 shares 44,599 $1.73M 0.1% -824 Timeline FQAL 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: 12,493 shares; 2025Q3: 17,305 shares; 2025Q4: 23,117 shares; 2026Q1: 23,736 shares 23,736 $1.72M 0.1% +619 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 66,443 shares; 2025Q4: 70,752 shares; 2026Q1: 68,639 shares 68,639 $1.69M 0.1% -2,113 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: 3,371 shares; 2024Q4: 3,883 shares; 2025Q1: 10,066 shares; 2025Q2: 10,879 shares; 2025Q3: 9,046 shares; 2025Q4: 6,417 shares; 2026Q1: 5,923 shares 5,923 $1.68M 0.1% -494 Timeline FDLO 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: 14,494 shares; 2025Q3: 20,287 shares; 2025Q4: 25,388 shares; 2026Q1: 25,975 shares 25,975 $1.68M 0.1% +587 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: 21,575 shares; 2024Q4: 22,313 shares; 2025Q1: 24,523 shares; 2025Q2: 24,557 shares; 2025Q3: 27,536 shares; 2025Q4: 23,018 shares; 2026Q1: 24,337 shares 24,337 $1.66M 0.1% +1,319 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,608 shares; 2024Q4: 13,998 shares; 2025Q1: 14,989 shares; 2025Q2: 16,247 shares; 2025Q3: 16,716 shares; 2025Q4: 16,716 shares; 2026Q1: 17,922 shares 17,922 $1.66M 0.1% +1,206 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,266 shares; 2024Q4: 58,906 shares; 2025Q1: 54,684 shares; 2025Q2: 53,443 shares; 2025Q3: 53,255 shares; 2025Q4: 50,098 shares; 2026Q1: 49,735 shares 49,735 $1.66M 0.1% -363 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,317 shares; 2024Q4: 20,340 shares; 2025Q1: 21,404 shares; 2025Q2: 21,276 shares; 2025Q3: 22,194 shares; 2025Q4: 22,453 shares; 2026Q1: 22,903 shares 22,903 $1.64M 0.1% +450 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: 34,749 shares; 2024Q4: 37,748 shares; 2025Q1: 41,111 shares; 2025Q2: 41,024 shares; 2025Q3: 39,925 shares; 2025Q4: 34,564 shares; 2026Q1: 32,717 shares 32,717 $1.64M 0.1% -1,847 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,256 shares; 2025Q2: 4,707 shares; 2025Q3: 5,057 shares; 2025Q4: 5,071 shares; 2026Q1: 7,011 shares 7,011 $1.62M 0.09% +1,940 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: 40,815 shares; 2024Q4: 40,352 shares; 2025Q1: 38,046 shares; 2025Q2: 37,174 shares; 2025Q3: 37,310 shares; 2025Q4: 18,482 shares; 2026Q1: 17,330 shares 17,330 $1.61M 0.09% -1,152 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: 3,573 shares; 2024Q4: 3,322 shares; 2025Q1: 4,367 shares; 2025Q2: 4,444 shares; 2025Q3: 3,478 shares; 2025Q4: 3,430 shares; 2026Q1: 3,208 shares 3,208 $1.6M 0.09% -222 Timeline ZAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,708 shares; 2024Q4: 61,479 shares; 2025Q1: 61,378 shares; 2025Q2: 61,175 shares; 2025Q3: 70,294 shares; 2025Q4: 65,465 shares; 2026Q1: 59,992 shares 59,992 $1.6M 0.09% -5,473 Timeline DECT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,676 shares; 2024Q4: 44,925 shares; 2025Q1: 44,727 shares; 2025Q2: 44,727 shares; 2025Q3: 44,727 shares; 2025Q4: 44,727 shares; 2026Q1: 44,727 shares 44,727 $1.59M 0.09% 0 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,271 shares; 2024Q4: 105,906 shares; 2025Q1: 115,409 shares; 2025Q2: 96,630 shares; 2025Q3: 130,563 shares; 2025Q4: 133,684 shares; 2026Q1: 154,165 shares 154,165 $1.57M 0.09% +20,481 Timeline LMUB ISHARES 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: 31,410 shares 31,410 $1.57M 0.09% new Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,094 shares; 2024Q4: 15,126 shares; 2025Q1: 16,367 shares; 2025Q2: 12,500 shares; 2025Q3: 12,779 shares; 2025Q4: 29,621 shares; 2026Q1: 33,681 shares 33,681 $1.57M 0.09% +4,060 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: 51,933 shares; 2024Q4: 37,773 shares; 2025Q1: 9,581 shares; 2025Q2: 8,473 shares; 2025Q3: 8,775 shares; 2025Q4: 11,644 shares; 2026Q1: 12,915 shares 12,915 $1.55M 0.09% +1,271 Timeline VIOG 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: not reported; 2025Q2: 1,920 shares; 2025Q3: 3,681 shares; 2025Q4: 8,731 shares; 2026Q1: 12,471 shares 12,471 $1.55M 0.09% +3,740 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: 2,178 shares; 2024Q4: 2,282 shares; 2025Q1: 3,166 shares; 2025Q2: 3,338 shares; 2025Q3: 3,925 shares; 2025Q4: 4,463 shares; 2026Q1: 4,578 shares 4,578 $1.55M 0.09% +115 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,199 shares; 2024Q4: 71,285 shares; 2025Q1: 72,507 shares; 2025Q2: 68,671 shares; 2025Q3: 70,275 shares; 2025Q4: 21,561 shares; 2026Q1: 21,409 shares 21,409 $1.53M 0.09% -152 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: 7,647 shares; 2024Q4: not reported; 2025Q1: 7,066 shares; 2025Q2: 17,484 shares; 2025Q3: 19,306 shares; 2025Q4: 30,609 shares; 2026Q1: 29,999 shares 29,999 $1.53M 0.09% -610 Timeline DJAN 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: 32,528 shares; 2024Q4: 32,528 shares; 2025Q1: 31,868 shares; 2025Q2: 31,868 shares; 2025Q3: 31,868 shares; 2025Q4: 31,834 shares; 2026Q1: 35,907 shares 35,907 $1.53M 0.09% +4,073 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: 15,045 shares; 2024Q4: 15,436 shares; 2025Q1: 15,167 shares; 2025Q2: 13,296 shares; 2025Q3: 13,183 shares; 2025Q4: 9,857 shares; 2026Q1: 9,724 shares 9,724 $1.51M 0.09% -133 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,500 shares; 2025Q3: 26,047 shares; 2025Q4: 34,075 shares; 2026Q1: 33,603 shares 33,603 $1.5M 0.09% -472 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,687 shares; 2024Q4: 19,723 shares; 2025Q1: 19,598 shares; 2025Q2: 19,556 shares; 2025Q3: 19,448 shares; 2025Q4: 18,965 shares; 2026Q1: 18,969 shares 18,969 $1.5M 0.09% +4 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: 21,393 shares; 2024Q4: 20,224 shares; 2025Q1: 20,805 shares; 2025Q2: 17,311 shares; 2025Q3: 18,200 shares; 2025Q4: 16,073 shares; 2026Q1: 19,237 shares 19,237 $1.49M 0.09% +3,164 Timeline FNOV 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: 8,967 shares; 2024Q4: 16,367 shares; 2025Q1: 27,751 shares; 2025Q2: 14,301 shares; 2025Q3: 28,606 shares; 2025Q4: 12,823 shares; 2026Q1: 27,774 shares 27,774 $1.48M 0.09% +14,951 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: 12,095 shares; 2024Q4: 1,997 shares; 2025Q1: 5,050 shares; 2025Q2: 3,723 shares; 2025Q3: 4,297 shares; 2025Q4: 4,504 shares; 2026Q1: 14,385 shares 14,385 $1.45M 0.08% +9,881 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,301 shares; 2025Q2: 16,412 shares; 2025Q3: 21,716 shares; 2025Q4: 26,692 shares; 2026Q1: 28,789 shares 28,789 $1.43M 0.08% +2,097 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: 17,055 shares; 2024Q4: 15,020 shares; 2025Q1: 19,593 shares; 2025Q2: 21,430 shares; 2025Q3: 8,830 shares; 2025Q4: 22,825 shares; 2026Q1: 26,109 shares 26,109 $1.43M 0.08% +3,284 Timeline FAUG 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: 17,772 shares; 2024Q4: 17,942 shares; 2025Q1: 22,453 shares; 2025Q2: 24,099 shares; 2025Q3: 7,975 shares; 2025Q4: 23,322 shares; 2026Q1: 26,641 shares 26,641 $1.38M 0.08% +3,319 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: 3,038 shares; 2024Q4: 2,283 shares; 2025Q1: 3,793 shares; 2025Q2: 4,409 shares; 2025Q3: 5,440 shares; 2025Q4: 6,569 shares; 2026Q1: 8,497 shares 8,497 $1.37M 0.08% +1,928 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,503 shares; 2026Q1: 5,478 shares 5,478 $1.36M 0.08% +3,975 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,452 shares; 2024Q4: 14,130 shares; 2025Q1: 16,941 shares; 2025Q2: 11,810 shares; 2025Q3: 11,602 shares; 2025Q4: 14,305 shares; 2026Q1: 13,367 shares 13,367 $1.36M 0.08% -938 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: 78,938 shares; 2024Q4: 78,368 shares; 2025Q1: 52,392 shares; 2025Q2: 22,363 shares; 2025Q3: 21,222 shares; 2025Q4: 23,168 shares; 2026Q1: 15,637 shares 15,637 $1.36M 0.08% -7,531 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,220 shares; 2024Q4: 12,133 shares; 2025Q1: 11,242 shares; 2025Q2: 9,937 shares; 2025Q3: 9,842 shares; 2025Q4: 9,543 shares; 2026Q1: 9,016 shares 9,016 $1.34M 0.08% -527 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,043 shares; 2025Q1: 8,122 shares; 2025Q2: 7,821 shares; 2025Q3: 8,758 shares; 2025Q4: 18,487 shares; 2026Q1: 11,841 shares 11,841 $1.33M 0.08% -6,646 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,256 shares; 2026Q1: 22,771 shares 22,771 $1.32M 0.08% +17,515 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,726 shares; 2024Q4: 18,114 shares; 2025Q1: 20,542 shares; 2025Q2: 20,744 shares; 2025Q3: 19,674 shares; 2025Q4: 19,262 shares; 2026Q1: 19,325 shares 19,325 $1.31M 0.08% +63 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,594 shares; 2025Q3: 4,943 shares; 2025Q4: 4,751 shares; 2026Q1: 10,212 shares 10,212 $1.31M 0.08% +5,461 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: 4,477 shares; 2024Q4: 4,521 shares; 2025Q1: 4,687 shares; 2025Q2: 4,149 shares; 2025Q3: 4,237 shares; 2025Q4: 3,991 shares; 2026Q1: 4,209 shares 4,209 $1.31M 0.08% +218 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: 2,285 shares; 2024Q4: 2,403 shares; 2025Q1: 2,537 shares; 2025Q2: 3,600 shares; 2025Q3: 4,488 shares; 2025Q4: 3,779 shares; 2026Q1: 3,051 shares 3,051 $1.3M 0.08% -728 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,763 shares; 2024Q4: 6,775 shares; 2025Q1: 6,464 shares; 2025Q2: 6,398 shares; 2025Q3: 6,212 shares; 2025Q4: 6,236 shares; 2026Q1: 6,194 shares 6,194 $1.29M 0.07% -42 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: 7,685 shares; 2024Q4: 7,763 shares; 2025Q1: 8,110 shares; 2025Q2: 8,452 shares; 2025Q3: 8,492 shares; 2025Q4: 7,960 shares; 2026Q1: 7,741 shares 7,741 $1.28M 0.07% -219 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: 16,339 shares; 2024Q4: 18,050 shares; 2025Q1: 18,084 shares; 2025Q2: 17,876 shares; 2025Q3: 17,367 shares; 2025Q4: 33,480 shares; 2026Q1: 27,633 shares 27,633 $1.27M 0.07% -5,847 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,596 shares; 2024Q4: 2,409 shares; 2025Q1: 9,906 shares; 2025Q2: 15,781 shares; 2025Q3: 9,081 shares; 2025Q4: 24,635 shares; 2026Q1: 24,276 shares 24,276 $1.26M 0.07% -359 Timeline SPMB 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: 29,469 shares; 2024Q4: 55,923 shares; 2025Q1: 68,321 shares; 2025Q2: 83,987 shares; 2025Q3: 84,568 shares; 2025Q4: 55,311 shares; 2026Q1: 55,390 shares 55,390 $1.24M 0.07% +79 Timeline ZOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55,022 shares; 2025Q1: 55,022 shares; 2025Q2: 54,804 shares; 2025Q3: 52,670 shares; 2025Q4: 51,062 shares; 2026Q1: 46,365 shares 46,365 $1.24M 0.07% -4,697 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: 3,143 shares; 2024Q4: 2,558 shares; 2025Q1: 2,518 shares; 2025Q2: 2,917 shares; 2025Q3: 12,680 shares; 2025Q4: 12,776 shares; 2026Q1: 12,718 shares 12,718 $1.24M 0.07% -58 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: 7,678 shares; 2024Q4: 6,741 shares; 2025Q1: 7,573 shares; 2025Q2: 7,457 shares; 2025Q3: 12,955 shares; 2025Q4: 12,646 shares; 2026Q1: 11,542 shares 11,542 $1.23M 0.07% -1,104 Timeline ESUM STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,627 shares; 2025Q3: 40,818 shares; 2025Q4: 44,759 shares; 2026Q1: 46,255 shares 46,255 $1.21M 0.07% +1,496 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: 5,613 shares; 2024Q4: 5,968 shares; 2025Q1: 6,465 shares; 2025Q2: 6,095 shares; 2025Q3: 6,101 shares; 2025Q4: 5,347 shares; 2026Q1: 5,267 shares 5,267 $1.21M 0.07% -80 Timeline PRMB PRIMO BRANDS CORPORATION More: the full row for PRIMO BRANDS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 76,521 shares; 2025Q1: 76,521 shares; 2025Q2: 76,521 shares; 2025Q3: 76,525 shares; 2025Q4: 76,521 shares; 2026Q1: 63,768 shares 63,768 $1.2M 0.07% -12,753 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: 6,291 shares; 2024Q4: 5,809 shares; 2025Q1: 5,682 shares; 2025Q2: 8,140 shares; 2025Q3: 8,551 shares; 2025Q4: 7,719 shares; 2026Q1: 5,584 shares 5,584 $1.19M 0.07% -2,135 Timeline FOCT 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: 11,770 shares; 2024Q4: 11,595 shares; 2025Q1: 23,680 shares; 2025Q2: 10,472 shares; 2025Q3: 26,444 shares; 2025Q4: 9,531 shares; 2026Q1: 24,854 shares 24,854 $1.19M 0.07% +15,323 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: 35,321 shares; 2024Q4: 34,829 shares; 2025Q1: 31,022 shares; 2025Q2: 30,106 shares; 2025Q3: 27,498 shares; 2025Q4: 25,769 shares; 2026Q1: 24,169 shares 24,169 $1.17M 0.07% -1,600 Timeline EMGF 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: 13,444 shares; 2024Q4: 35,298 shares; 2025Q1: 31,971 shares; 2025Q2: 24,246 shares; 2025Q3: 20,779 shares; 2025Q4: 18,008 shares; 2026Q1: 19,288 shares 19,288 $1.17M 0.07% +1,280 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,089 shares; 2024Q4: 13,089 shares; 2025Q1: 16,126 shares; 2025Q2: 14,726 shares; 2025Q3: 14,622 shares; 2025Q4: 14,542 shares; 2026Q1: 24,844 shares 24,844 $1.16M 0.07% +10,302 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,763 shares; 2025Q2: 27,592 shares; 2025Q3: 27,595 shares; 2025Q4: 24,993 shares; 2026Q1: 24,910 shares 24,910 $1.14M 0.07% -83 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,539 shares; 2024Q4: 29,539 shares; 2025Q1: 29,428 shares; 2025Q2: 29,428 shares; 2025Q3: 29,761 shares; 2025Q4: 29,428 shares; 2026Q1: 29,428 shares 29,428 $1.14M 0.07% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,384 shares; 2024Q4: 26,709 shares; 2025Q1: 28,634 shares; 2025Q2: 25,413 shares; 2025Q3: 27,594 shares; 2025Q4: 33,475 shares; 2026Q1: 34,435 shares 34,435 $1.13M 0.07% +960 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: 1,652 shares; 2024Q4: 2,611 shares; 2025Q1: 2,824 shares; 2025Q2: 3,320 shares; 2025Q3: 2,748 shares; 2025Q4: 2,730 shares; 2026Q1: 3,358 shares 3,358 $1.13M 0.07% +628 Timeline DWLD DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL 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: 10,049 shares; 2026Q1: 25,859 shares 25,859 $1.13M 0.07% +15,810 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: 1,158 shares; 2024Q4: 1,146 shares; 2025Q1: 1,282 shares; 2025Q2: 1,333 shares; 2025Q3: 1,688 shares; 2025Q4: 1,189 shares; 2026Q1: 1,250 shares 1,250 $1.12M 0.07% +61 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: 2,698 shares; 2024Q4: 2,742 shares; 2025Q1: 2,714 shares; 2025Q2: 2,552 shares; 2025Q3: 2,403 shares; 2025Q4: 1,779 shares; 2026Q1: 1,849 shares 1,849 $1.12M 0.07% +70 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,016 shares; 2024Q4: 31,205 shares; 2025Q1: 26,386 shares; 2025Q2: 24,671 shares; 2025Q3: 24,092 shares; 2025Q4: 22,851 shares; 2026Q1: 22,497 shares 22,497 $1.12M 0.07% -354 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,140 shares; 2024Q4: 1,974 shares; 2025Q1: 1,632 shares; 2025Q2: 2,661 shares; 2025Q3: 3,029 shares; 2025Q4: 2,876 shares; 2026Q1: 2,736 shares 2,736 $1.09M 0.06% -140 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,439 shares 6,439 $1.09M 0.06% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 796 shares; 2024Q4: 9,790 shares; 2025Q1: 8,878 shares; 2025Q2: 7,837 shares; 2025Q3: 6,915 shares; 2025Q4: 5,810 shares; 2026Q1: 5,002 shares 5,002 $1.07M 0.06% -808 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 658 shares; 2024Q4: 675 shares; 2025Q1: 594 shares; 2025Q2: 679 shares; 2025Q3: 661 shares; 2025Q4: 636 shares; 2026Q1: 613 shares 613 $1.06M 0.06% -23 Timeline ACII INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,014 shares 42,014 $1.05M 0.06% new Timeline AVES 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: 41,073 shares; 2024Q4: 43,973 shares; 2025Q1: 47,305 shares; 2025Q2: 50,542 shares; 2025Q3: 50,728 shares; 2025Q4: 18,549 shares; 2026Q1: 17,378 shares 17,378 $1.04M 0.06% -1,171 Timeline RFV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,985 shares; 2025Q4: 7,192 shares; 2026Q1: 8,005 shares 8,005 $1.04M 0.06% +813 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: 15,555 shares; 2024Q4: 15,767 shares; 2025Q1: 16,637 shares; 2025Q2: 17,674 shares; 2025Q3: 17,827 shares; 2025Q4: 10,740 shares; 2026Q1: 10,649 shares 10,649 $1.03M 0.06% -91 Timeline SNTH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,593 shares; 2025Q4: 34,321 shares; 2026Q1: 39,003 shares 39,003 $1.02M 0.06% +4,682 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: 6,010 shares; 2024Q4: 9,045 shares; 2025Q1: 10,134 shares; 2025Q2: 7,805 shares; 2025Q3: 7,917 shares; 2025Q4: 8,018 shares; 2026Q1: 7,703 shares 7,703 $1.02M 0.06% -315 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,926 shares; 2024Q4: 9,806 shares; 2025Q1: 14,999 shares; 2025Q2: 13,887 shares; 2025Q3: 6,027 shares; 2025Q4: 5,514 shares; 2026Q1: 5,357 shares 5,357 $1.02M 0.06% -157 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: 2,418 shares; 2024Q4: 4,104 shares; 2025Q1: 4,901 shares; 2025Q2: 3,064 shares; 2025Q3: 3,243 shares; 2025Q4: 2,079 shares; 2026Q1: 2,632 shares 2,632 $1.01M 0.06% +553 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,829 shares; 2024Q4: 17,360 shares; 2025Q1: 23,407 shares; 2025Q2: 24,396 shares; 2025Q3: 29,825 shares; 2025Q4: 32,894 shares; 2026Q1: 36,061 shares 36,061 $1000K 0.06% +3,167 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,592 shares; 2024Q4: 5,828 shares; 2025Q1: 5,521 shares; 2025Q2: 5,529 shares; 2025Q3: 5,337 shares; 2025Q4: 4,608 shares; 2026Q1: 7,940 shares 7,940 $994K 0.06% +3,332 Timeline IESC IES HOLDINGS INC More: the full row for IES 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: 1,239 shares; 2025Q4: 1,648 shares; 2026Q1: 2,063 shares 2,063 $983K 0.06% +415 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: 14,764 shares; 2024Q4: 10,256 shares; 2025Q1: 9,567 shares; 2025Q2: 9,089 shares; 2025Q3: 10,955 shares; 2025Q4: 14,364 shares; 2026Q1: 20,078 shares 20,078 $982K 0.06% +5,714 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,617 shares; 2025Q3: 20,846 shares; 2025Q4: 16,481 shares; 2026Q1: 19,586 shares 19,586 $980K 0.06% +3,105 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,699 shares; 2025Q2: 18,257 shares; 2025Q3: 18,122 shares; 2025Q4: 15,330 shares; 2026Q1: 20,361 shares 20,361 $971K 0.06% +5,031 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,600 shares; 2024Q4: 52,117 shares; 2025Q1: 48,585 shares; 2025Q2: 48,585 shares; 2025Q3: 51,717 shares; 2025Q4: 48,791 shares; 2026Q1: 24,416 shares 24,416 $961K 0.06% -24,375 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,441 shares; 2024Q4: 3,346 shares; 2025Q1: 4,650 shares; 2025Q2: 4,672 shares; 2025Q3: 5,330 shares; 2025Q4: 4,293 shares; 2026Q1: 4,815 shares 4,815 $958K 0.06% +522 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: 11,043 shares; 2024Q4: 11,627 shares; 2025Q1: 11,309 shares; 2025Q2: 10,664 shares; 2025Q3: 10,467 shares; 2025Q4: 10,186 shares; 2026Q1: 9,925 shares 9,925 $957K 0.06% -261 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: 3,271 shares; 2024Q4: 3,313 shares; 2025Q1: 3,128 shares; 2025Q2: 2,934 shares; 2025Q3: 4,358 shares; 2025Q4: 3,833 shares; 2026Q1: 3,845 shares 3,845 $954K 0.06% +12 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: 6,948 shares; 2024Q4: 6,516 shares; 2025Q1: 6,588 shares; 2025Q2: 6,442 shares; 2025Q3: 6,557 shares; 2025Q4: 6,061 shares; 2026Q1: 5,744 shares 5,744 $945K 0.05% -317 Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,643 shares; 2024Q4: 13,643 shares; 2025Q1: 13,764 shares; 2025Q2: 13,764 shares; 2025Q3: 24,787 shares; 2025Q4: 25,045 shares; 2026Q1: 24,461 shares 24,461 $937K 0.05% -584 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: 46,227 shares; 2024Q4: 47,169 shares; 2025Q1: 44,999 shares; 2025Q2: 38,830 shares; 2025Q3: 36,739 shares; 2025Q4: 33,313 shares; 2026Q1: 33,185 shares 33,185 $932K 0.05% -128 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: not reported; 2024Q4: not reported; 2025Q1: 8,555 shares; 2025Q2: 9,308 shares; 2025Q3: 16,059 shares; 2025Q4: 17,396 shares; 2026Q1: 18,389 shares 18,389 $926K 0.05% +993 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,665 shares; 2025Q1: 12,665 shares; 2025Q2: 18,436 shares; 2025Q3: 18,436 shares; 2025Q4: 18,436 shares; 2026Q1: 18,436 shares 18,436 $911K 0.05% 0 Timeline AOM ISHARES 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: 8,751 shares; 2026Q1: 19,199 shares 19,199 $909K 0.05% +10,448 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: 28,089 shares; 2024Q4: 30,769 shares; 2025Q1: 35,780 shares; 2025Q2: 30,749 shares; 2025Q3: 31,285 shares; 2025Q4: 27,758 shares; 2026Q1: 31,269 shares 31,269 $906K 0.05% +3,511 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: 12,859 shares; 2024Q4: 19,646 shares; 2025Q1: 20,316 shares; 2025Q2: 16,664 shares; 2025Q3: 21,792 shares; 2025Q4: 20,591 shares; 2026Q1: 18,319 shares 18,319 $904K 0.05% -2,272 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,800 shares; 2024Q4: 23,449 shares; 2025Q1: 22,074 shares; 2025Q2: 21,561 shares; 2025Q3: 21,358 shares; 2025Q4: 20,315 shares; 2026Q1: 19,675 shares 19,675 $898K 0.05% -640 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,609 shares; 2025Q4: 16,587 shares; 2026Q1: 19,151 shares 19,151 $889K 0.05% +2,564 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,645 shares; 2024Q4: 9,635 shares; 2025Q1: 9,178 shares; 2025Q2: 21,560 shares; 2025Q3: 28,722 shares; 2025Q4: 29,331 shares; 2026Q1: 17,520 shares 17,520 $883K 0.05% -11,811 Timeline EEMV 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: 35,374 shares; 2024Q4: 34,241 shares; 2025Q1: 29,648 shares; 2025Q2: 24,652 shares; 2025Q3: 22,153 shares; 2025Q4: 18,538 shares; 2026Q1: 13,582 shares 13,582 $879K 0.05% -4,956 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: 6,163 shares; 2024Q4: 7,307 shares; 2025Q1: 6,511 shares; 2025Q2: 7,077 shares; 2025Q3: 12,460 shares; 2025Q4: 7,310 shares; 2026Q1: 6,657 shares 6,657 $872K 0.05% -653 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,588 shares; 2024Q4: 67,361 shares; 2025Q1: 30,957 shares; 2025Q2: 30,027 shares; 2025Q3: 28,442 shares; 2025Q4: 17,669 shares; 2026Q1: 17,688 shares 17,688 $866K 0.05% +19 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,684 shares; 2024Q4: 8,726 shares; 2025Q1: 4,327 shares; 2025Q2: 7,308 shares; 2025Q3: 7,863 shares; 2025Q4: 8,115 shares; 2026Q1: 7,888 shares 7,888 $865K 0.05% -227 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,064 shares; 2024Q4: 24,061 shares; 2025Q1: 24,100 shares; 2025Q2: 24,808 shares; 2025Q3: 24,366 shares; 2025Q4: 20,172 shares; 2026Q1: 20,014 shares 20,014 $863K 0.05% -158 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: 2,479 shares; 2024Q4: 3,173 shares; 2025Q1: 3,350 shares; 2025Q2: 2,957 shares; 2025Q3: 2,803 shares; 2025Q4: 3,063 shares; 2026Q1: 2,998 shares 2,998 $861K 0.05% -65 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 9,922 shares; 2025Q3: 11,187 shares; 2025Q4: 11,750 shares; 2026Q1: 13,318 shares 13,318 $855K 0.05% +1,568 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,243 shares; 2024Q4: 5,236 shares; 2025Q1: 4,962 shares; 2025Q2: 4,915 shares; 2025Q3: 4,873 shares; 2025Q4: 4,860 shares; 2026Q1: 4,711 shares 4,711 $839K 0.05% -149 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,416 shares; 2024Q4: 21,622 shares; 2025Q1: 21,338 shares; 2025Q2: 20,074 shares; 2025Q3: 20,090 shares; 2025Q4: 17,743 shares; 2026Q1: 17,750 shares 17,750 $837K 0.05% +7 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,966 shares; 2024Q4: 30,297 shares; 2025Q1: 33,211 shares; 2025Q2: 33,721 shares; 2025Q3: 35,015 shares; 2025Q4: 36,786 shares; 2026Q1: 8,883 shares 8,883 $834K 0.05% -27,903 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,606 shares; 2024Q4: 7,316 shares; 2025Q1: 4,241 shares; 2025Q2: not reported; 2025Q3: 12,369 shares; 2025Q4: 14,282 shares; 2026Q1: 12,770 shares 12,770 $827K 0.05% -1,512 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,943 shares; 2024Q4: 14,111 shares; 2025Q1: 13,675 shares; 2025Q2: 9,333 shares; 2025Q3: 9,561 shares; 2025Q4: 9,328 shares; 2026Q1: 9,278 shares 9,278 $823K 0.05% -50 Timeline VUSE ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,759 shares; 2025Q3: 11,399 shares; 2025Q4: 12,626 shares; 2026Q1: 13,057 shares 13,057 $820K 0.05% +431 Timeline AVGE 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: 7,358 shares; 2024Q4: 7,497 shares; 2025Q1: 8,241 shares; 2025Q2: 8,250 shares; 2025Q3: 9,149 shares; 2025Q4: 9,989 shares; 2026Q1: 9,306 shares 9,306 $819K 0.05% -683 Timeline VIDI ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,860 shares; 2025Q3: 22,520 shares; 2025Q4: 22,850 shares; 2026Q1: 22,649 shares 22,649 $818K 0.05% -201 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,020 shares; 2024Q4: 4,045 shares; 2025Q1: 4,631 shares; 2025Q2: 4,738 shares; 2025Q3: 5,021 shares; 2025Q4: 4,985 shares; 2026Q1: 5,016 shares 5,016 $811K 0.05% +31 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: 4,848 shares; 2024Q4: 5,466 shares; 2025Q1: 5,628 shares; 2025Q2: 8,749 shares; 2025Q3: 9,297 shares; 2025Q4: 9,538 shares; 2026Q1: 10,172 shares 10,172 $810K 0.05% +634 Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,122 shares; 2024Q4: 47,749 shares; 2025Q1: 42,689 shares; 2025Q2: 43,727 shares; 2025Q3: 42,842 shares; 2025Q4: 20,977 shares; 2026Q1: 20,977 shares 20,977 $807K 0.05% 0 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: 1,785 shares; 2024Q4: 2,424 shares; 2025Q1: 2,010 shares; 2025Q2: not reported; 2025Q3: 1,976 shares; 2025Q4: 4,642 shares; 2026Q1: 7,319 shares 7,319 $798K 0.05% +2,677 Timeline ACEI INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,367 shares 34,367 $795K 0.05% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,189 shares; 2024Q4: 9,047 shares; 2025Q1: 9,065 shares; 2025Q2: 8,763 shares; 2025Q3: 8,930 shares; 2025Q4: 3,611 shares; 2026Q1: 3,508 shares 3,508 $793K 0.05% -103 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: not reported; 2025Q4: 7,969 shares; 2026Q1: 16,034 shares 16,034 $792K 0.05% +8,065 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,964 shares; 2024Q4: 14,800 shares; 2025Q1: 15,355 shares; 2025Q2: 16,330 shares; 2025Q3: 17,166 shares; 2025Q4: 17,428 shares; 2026Q1: 17,505 shares 17,505 $784K 0.05% +77 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: not reported; 2024Q4: not reported; 2025Q1: 8,637 shares; 2025Q2: 10,547 shares; 2025Q3: 16,583 shares; 2025Q4: 18,046 shares; 2026Q1: 19,833 shares 19,833 $782K 0.05% +1,787 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,658 shares; 2025Q2: 5,823 shares; 2025Q3: 3,341 shares; 2025Q4: 3,861 shares; 2026Q1: 7,024 shares 7,024 $779K 0.05% +3,163 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: 2,992 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,998 shares; 2025Q3: 9,048 shares; 2025Q4: 16,667 shares; 2026Q1: 15,580 shares 15,580 $779K 0.05% -1,087 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,144 shares; 2025Q4: 10,587 shares; 2026Q1: 10,587 shares 10,587 $774K 0.05% 0 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: 8,403 shares; 2025Q1: 11,956 shares; 2025Q2: 10,651 shares; 2025Q3: 18,495 shares; 2025Q4: 9,601 shares; 2026Q1: 20,127 shares 20,127 $773K 0.04% +10,526 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,123 shares; 2025Q3: 5,445 shares; 2025Q4: 6,146 shares; 2026Q1: 9,327 shares 9,327 $772K 0.04% +3,181 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: 10,864 shares; 2024Q4: 10,543 shares; 2025Q1: 10,912 shares; 2025Q2: 12,826 shares; 2025Q3: 12,476 shares; 2025Q4: 12,142 shares; 2026Q1: 11,636 shares 11,636 $768K 0.04% -506 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: 37,225 shares; 2024Q4: 38,538 shares; 2025Q1: 33,463 shares; 2025Q2: 40,214 shares; 2025Q3: 40,914 shares; 2025Q4: 39,259 shares; 2026Q1: 30,420 shares 30,420 $760K 0.04% -8,839 Timeline BMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,899 shares; 2024Q4: 19,414 shares; 2025Q1: 13,311 shares; 2025Q2: 13,311 shares; 2025Q3: 13,311 shares; 2025Q4: 13,101 shares; 2026Q1: 14,336 shares 14,336 $752K 0.04% +1,235 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: 2,886 shares; 2024Q4: 2,935 shares; 2025Q1: 3,021 shares; 2025Q2: 3,027 shares; 2025Q3: 3,049 shares; 2025Q4: 2,276 shares; 2026Q1: 2,480 shares 2,480 $750K 0.04% +204 Timeline EDGU ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 78,739 shares; 2025Q1: 53,922 shares; 2025Q2: 38,490 shares; 2025Q3: 26,498 shares; 2025Q4: 18,553 shares; 2026Q1: 26,965 shares 26,965 $749K 0.04% +8,412 Timeline KAMO MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,780 shares; 2026Q1: 30,280 shares 30,280 $747K 0.04% -1,500 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,850 shares; 2024Q4: 26,890 shares; 2025Q1: 26,386 shares; 2025Q2: 21,854 shares; 2025Q3: 21,779 shares; 2025Q4: 15,496 shares; 2026Q1: 15,496 shares 15,496 $745K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,618 shares; 2025Q2: 4,320 shares; 2025Q3: 4,080 shares; 2025Q4: 4,080 shares; 2026Q1: 4,080 shares 4,080 $734K 0.04% 0 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: 7,271 shares; 2024Q4: 8,068 shares; 2025Q1: 8,238 shares; 2025Q2: 6,051 shares; 2025Q3: 5,673 shares; 2025Q4: 4,932 shares; 2026Q1: 6,665 shares 6,665 $726K 0.04% +1,733 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,279 shares; 2024Q4: not reported; 2025Q1: 11,209 shares; 2025Q2: 11,214 shares; 2025Q3: 14,195 shares; 2025Q4: 14,200 shares; 2026Q1: 14,204 shares 14,204 $724K 0.04% +4 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,860 shares; 2025Q2: not reported; 2025Q3: 1,919 shares; 2025Q4: 3,267 shares; 2026Q1: 3,882 shares 3,882 $724K 0.04% +615 Timeline NVDL 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: 6,030 shares; 2024Q4: 5,000 shares; 2025Q1: 5,700 shares; 2025Q2: 7,400 shares; 2025Q3: 7,400 shares; 2025Q4: 9,900 shares; 2026Q1: 9,900 shares 9,900 $718K 0.04% 0 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,695 shares; 2025Q1: 31,676 shares; 2025Q2: 131,834 shares; 2025Q3: 157,526 shares; 2025Q4: 20,412 shares; 2026Q1: 20,872 shares 20,872 $718K 0.04% +460 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,591 shares; 2024Q4: 69,245 shares; 2025Q1: 69,254 shares; 2025Q2: 45,705 shares; 2025Q3: 49,230 shares; 2025Q4: 20,726 shares; 2026Q1: 21,341 shares 21,341 $716K 0.04% +615 Timeline ITM 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: 6,811 shares; 2024Q4: 8,640 shares; 2025Q1: 30,739 shares; 2025Q2: 15,663 shares; 2025Q3: 16,380 shares; 2025Q4: 19,649 shares; 2026Q1: 15,185 shares 15,185 $705K 0.04% -4,464 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,066 shares; 2025Q4: 1,647 shares; 2026Q1: 1,937 shares 1,937 $695K 0.04% +290 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,758 shares; 2024Q4: 14,758 shares; 2025Q1: 14,541 shares; 2025Q2: 14,452 shares; 2025Q3: 14,452 shares; 2025Q4: 14,167 shares; 2026Q1: 14,167 shares 14,167 $692K 0.04% 0 Timeline PTNQ 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: 3,542 shares; 2024Q4: 2,993 shares; 2025Q1: 4,831 shares; 2025Q2: 6,182 shares; 2025Q3: 7,742 shares; 2025Q4: 8,874 shares; 2026Q1: 9,482 shares 9,482 $692K 0.04% +608 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,257 shares; 2025Q2: 7,152 shares; 2025Q3: 9,842 shares; 2025Q4: 7,403 shares; 2026Q1: 7,371 shares 7,371 $691K 0.04% -32 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: 10,438 shares; 2024Q4: 10,114 shares; 2025Q1: 8,438 shares; 2025Q2: 10,163 shares; 2025Q3: 14,561 shares; 2025Q4: 15,119 shares; 2026Q1: 8,651 shares 8,651 $688K 0.04% -6,468 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,531 shares; 2024Q4: 10,581 shares; 2025Q1: 6,468 shares; 2025Q2: 6,423 shares; 2025Q3: 4,732 shares; 2025Q4: 4,700 shares; 2026Q1: 4,496 shares 4,496 $680K 0.04% -204 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,422 shares; 2024Q4: 3,623 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,077 shares; 2026Q1: 12,791 shares 12,791 $676K 0.04% -1,286 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,691 shares; 2024Q4: 5,610 shares; 2025Q1: 5,489 shares; 2025Q2: 5,393 shares; 2025Q3: 4,610 shares; 2025Q4: 4,636 shares; 2026Q1: 4,641 shares 4,641 $674K 0.04% +5 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: 12,781 shares; 2024Q4: 12,445 shares; 2025Q1: 7,586 shares; 2025Q2: 1,852 shares; 2025Q3: 5,103 shares; 2025Q4: 4,999 shares; 2026Q1: 5,010 shares 5,010 $664K 0.04% +11 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: 5,018 shares; 2024Q4: 6,502 shares; 2025Q1: 4,761 shares; 2025Q2: 1,954 shares; 2025Q3: 1,560 shares; 2025Q4: 1,508 shares; 2026Q1: 3,451 shares 3,451 $662K 0.04% +1,943 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,556 shares; 2024Q4: 25,902 shares; 2025Q1: 25,846 shares; 2025Q2: 17,236 shares; 2025Q3: 18,453 shares; 2025Q4: 18,544 shares; 2026Q1: 18,366 shares 18,366 $662K 0.04% -178 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: 7,124 shares; 2024Q4: 13,487 shares; 2025Q1: 13,771 shares; 2025Q2: 10,495 shares; 2025Q3: 10,528 shares; 2025Q4: 4,761 shares; 2026Q1: 4,531 shares 4,531 $661K 0.04% -230 Timeline GDEC 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: 17,771 shares 17,771 $658K 0.04% new 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: 4,936 shares; 2024Q4: 4,027 shares; 2025Q1: 11,007 shares; 2025Q2: 8,319 shares; 2025Q3: 8,848 shares; 2025Q4: 11,017 shares; 2026Q1: 9,342 shares 9,342 $656K 0.04% -1,675 Timeline JULM 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: 18,280 shares; 2025Q4: 18,650 shares; 2026Q1: 19,538 shares 19,538 $656K 0.04% +888 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: 13,266 shares; 2025Q3: 339,536 shares; 2025Q4: 24,042 shares; 2026Q1: 24,858 shares 24,858 $651K 0.04% +816 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,419 shares; 2025Q2: 13,521 shares; 2025Q3: 17,579 shares; 2025Q4: 19,429 shares; 2026Q1: 21,865 shares 21,865 $651K 0.04% +2,436 Timeline SCHQ 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: 16,643 shares; 2025Q2: 17,488 shares; 2025Q3: 14,959 shares; 2025Q4: 21,303 shares; 2026Q1: 20,713 shares 20,713 $651K 0.04% -590 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,148 shares; 2024Q4: 18,331 shares; 2025Q1: 21,147 shares; 2025Q2: 21,157 shares; 2025Q3: 20,495 shares; 2025Q4: 19,849 shares; 2026Q1: 18,320 shares 18,320 $651K 0.04% -1,529 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,946 shares; 2025Q1: 4,511 shares; 2025Q2: 6,017 shares; 2025Q3: not reported; 2025Q4: 9,025 shares; 2026Q1: 11,705 shares 11,705 $650K 0.04% +2,680 Timeline DDFL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,789 shares; 2025Q4: 31,513 shares; 2026Q1: 31,513 shares 31,513 $647K 0.04% 0 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,172 shares; 2024Q4: 171,813 shares; 2025Q1: 93,864 shares; 2025Q2: 23,146 shares; 2025Q3: 23,879 shares; 2025Q4: 16,208 shares; 2026Q1: 15,071 shares 15,071 $640K 0.04% -1,137 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,870 shares; 2024Q4: 15,836 shares; 2025Q1: 14,856 shares; 2025Q2: 13,442 shares; 2025Q3: 10,059 shares; 2025Q4: 10,819 shares; 2026Q1: 15,758 shares 15,758 $639K 0.04% +4,939 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,471 shares; 2024Q4: 14,121 shares; 2025Q1: 13,905 shares; 2025Q2: 11,222 shares; 2025Q3: 10,439 shares; 2025Q4: 9,805 shares; 2026Q1: 9,074 shares 9,074 $636K 0.04% -731 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,981 shares; 2024Q4: 5,907 shares; 2025Q1: 5,914 shares; 2025Q2: 2,750 shares; 2025Q3: 2,633 shares; 2025Q4: 2,539 shares; 2026Q1: 2,604 shares 2,604 $636K 0.04% +65 Timeline QARP DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,092 shares; 2024Q4: 10,630 shares; 2025Q1: 8,511 shares; 2025Q2: 7,351 shares; 2025Q3: 7,069 shares; 2025Q4: 6,509 shares; 2026Q1: 10,591 shares 10,591 $625K 0.04% +4,082 Timeline DAUG 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: 7,010 shares; 2024Q4: 7,010 shares; 2025Q1: 7,010 shares; 2025Q2: 7,010 shares; 2025Q3: 17,482 shares; 2025Q4: 18,227 shares; 2026Q1: 14,228 shares 14,228 $620K 0.04% -3,999 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,571 shares; 2025Q4: 11,819 shares; 2026Q1: 11,743 shares 11,743 $617K 0.04% -76 Timeline DDFN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,796 shares; 2026Q1: 32,131 shares 32,131 $610K 0.04% +4,335 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,727 shares; 2024Q4: 7,704 shares; 2025Q1: 10,045 shares; 2025Q2: 8,640 shares; 2025Q3: 9,225 shares; 2025Q4: 6,504 shares; 2026Q1: 6,196 shares 6,196 $610K 0.04% -308 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,742 shares; 2025Q2: 13,592 shares; 2025Q3: 25,344 shares; 2025Q4: 28,782 shares; 2026Q1: 29,055 shares 29,055 $609K 0.04% +273 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,480 shares; 2024Q4: 12,710 shares; 2025Q1: 11,051 shares; 2025Q2: 10,614 shares; 2025Q3: 10,526 shares; 2025Q4: 8,327 shares; 2026Q1: 7,722 shares 7,722 $605K 0.04% -605 Timeline ROSC LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES 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: 12,526 shares 12,526 $605K 0.04% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,842 shares; 2024Q4: 3,850 shares; 2025Q1: 3,936 shares; 2025Q2: 4,681 shares; 2025Q3: 4,109 shares; 2025Q4: 2,713 shares; 2026Q1: 2,232 shares 2,232 $604K 0.04% -481 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,769 shares; 2024Q4: 12,762 shares; 2025Q1: 13,092 shares; 2025Q2: 12,902 shares; 2025Q3: 12,916 shares; 2025Q4: 6,992 shares; 2026Q1: 7,024 shares 7,024 $599K 0.03% +32 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,917 shares; 2024Q4: 3,927 shares; 2025Q1: 3,581 shares; 2025Q2: 3,420 shares; 2025Q3: 3,453 shares; 2025Q4: 3,434 shares; 2026Q1: 3,446 shares 3,446 $598K 0.03% +12 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: 7,953 shares; 2024Q4: 7,141 shares; 2025Q1: 8,065 shares; 2025Q2: 6,859 shares; 2025Q3: 7,558 shares; 2025Q4: 4,576 shares; 2026Q1: 5,196 shares 5,196 $597K 0.03% +620 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: 2,313 shares; 2024Q4: 2,630 shares; 2025Q1: 2,225 shares; 2025Q2: 1,922 shares; 2025Q3: 1,560 shares; 2025Q4: 1,558 shares; 2026Q1: 1,739 shares 1,739 $594K 0.03% +181 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,424 shares 14,424 $592K 0.03% new Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,469 shares; 2025Q1: not reported; 2025Q2: 3,853 shares; 2025Q3: 4,640 shares; 2025Q4: 5,205 shares; 2026Q1: 4,372 shares 4,372 $589K 0.03% -833 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,314 shares; 2024Q4: 4,300 shares; 2025Q1: 5,853 shares; 2025Q2: 5,592 shares; 2025Q3: 5,259 shares; 2025Q4: 5,201 shares; 2026Q1: 4,940 shares 4,940 $585K 0.03% -261 Timeline FJUN 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: 28,168 shares; 2024Q4: 26,887 shares; 2025Q1: 30,238 shares; 2025Q2: 30,293 shares; 2025Q3: 11,377 shares; 2025Q4: 10,628 shares; 2026Q1: 10,356 shares 10,356 $585K 0.03% -272 Timeline XMAG 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: 26,280 shares 26,280 $584K 0.03% new Timeline SIZE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,275 shares; 2024Q4: 4,273 shares; 2025Q1: 4,141 shares; 2025Q2: 4,052 shares; 2025Q3: 4,047 shares; 2025Q4: 3,770 shares; 2026Q1: 3,637 shares 3,637 $580K 0.03% -133 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: 7,430 shares; 2024Q4: 6,970 shares; 2025Q1: 4,615 shares; 2025Q2: 3,881 shares; 2025Q3: 3,948 shares; 2025Q4: 3,796 shares; 2026Q1: 3,628 shares 3,628 $579K 0.03% -168 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,880 shares; 2024Q4: 4,958 shares; 2025Q1: 4,438 shares; 2025Q2: 4,761 shares; 2025Q3: 4,866 shares; 2025Q4: 1,760 shares; 2026Q1: 1,620 shares 1,620 $579K 0.03% -140 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: 411 shares; 2024Q4: 438 shares; 2025Q1: 438 shares; 2025Q2: 1,158 shares; 2025Q3: 1,375 shares; 2025Q4: 572 shares; 2026Q1: 600 shares 600 $577K 0.03% +28 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,293 shares; 2025Q4: 3,069 shares; 2026Q1: 4,184 shares 4,184 $569K 0.03% +1,115 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,038 shares; 2024Q4: 4,710 shares; 2025Q1: 4,948 shares; 2025Q2: 4,384 shares; 2025Q3: 4,240 shares; 2025Q4: 4,283 shares; 2026Q1: 5,212 shares 5,212 $569K 0.03% +929 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: 5,296 shares; 2024Q4: 5,639 shares; 2025Q1: 12,737 shares; 2025Q2: 12,731 shares; 2025Q3: 9,254 shares; 2025Q4: 3,444 shares; 2026Q1: 3,792 shares 3,792 $558K 0.03% +348 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,861 shares; 2024Q4: 13,363 shares; 2025Q1: 13,972 shares; 2025Q2: 13,165 shares; 2025Q3: 12,848 shares; 2025Q4: 12,638 shares; 2026Q1: 11,452 shares 11,452 $550K 0.03% -1,186 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: 111,225 shares; 2024Q4: 137,346 shares; 2025Q1: 130,219 shares; 2025Q2: 111,581 shares; 2025Q3: 54,021 shares; 2025Q4: 12,013 shares; 2026Q1: 12,025 shares 12,025 $549K 0.03% +12 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 522 shares; 2025Q1: 575 shares; 2025Q2: 501 shares; 2025Q3: 550 shares; 2025Q4: 408 shares; 2026Q1: 753 shares 753 $548K 0.03% +345 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,120 shares; 2024Q4: 8,320 shares; 2025Q1: 7,620 shares; 2025Q2: 7,040 shares; 2025Q3: 6,788 shares; 2025Q4: 6,788 shares; 2026Q1: 6,040 shares 6,040 $543K 0.03% -748 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: 58,843 shares; 2024Q4: 60,076 shares; 2025Q1: 39,275 shares; 2025Q2: 38,092 shares; 2025Q3: 35,672 shares; 2025Q4: 11,411 shares; 2026Q1: 11,435 shares 11,435 $538K 0.03% +24 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 21,608 shares; 2025Q2: 21,608 shares; 2025Q3: 21,608 shares; 2025Q4: 28,223 shares; 2026Q1: 41,703 shares 41,703 $537K 0.03% +13,480 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: not reported; 2025Q4: 7,925 shares; 2026Q1: 10,685 shares 10,685 $531K 0.03% +2,760 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,203 shares; 2024Q4: 15,128 shares; 2025Q1: 31,453 shares; 2025Q2: 36,134 shares; 2025Q3: 35,883 shares; 2025Q4: 8,400 shares; 2026Q1: 9,878 shares 9,878 $527K 0.03% +1,478 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: 24,850 shares; 2024Q4: 24,662 shares; 2025Q1: 28,324 shares; 2025Q2: 26,837 shares; 2025Q3: 28,748 shares; 2025Q4: 27,358 shares; 2026Q1: 25,741 shares 25,741 $525K 0.03% -1,617 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: 6,685 shares; 2024Q4: 6,816 shares; 2025Q1: 8,893 shares; 2025Q2: 8,014 shares; 2025Q3: 11,070 shares; 2025Q4: 5,405 shares; 2026Q1: 5,646 shares 5,646 $524K 0.03% +241 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,740 shares; 2024Q4: 39,010 shares; 2025Q1: 32,507 shares; 2025Q2: 26,213 shares; 2025Q3: 26,069 shares; 2025Q4: 18,675 shares; 2026Q1: 18,645 shares 18,645 $522K 0.03% -30 Timeline NVMI NOVA LTD More: the full row for NOVA 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: 1,019 shares; 2025Q4: 956 shares; 2026Q1: 1,200 shares 1,200 $521K 0.03% +244 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,202 shares; 2025Q4: 3,343 shares; 2026Q1: 6,251 shares 6,251 $515K 0.03% +2,908 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,805 shares; 2026Q1: 1,825 shares 1,825 $514K 0.03% +20 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: 4,825 shares; 2024Q4: 10,776 shares; 2025Q1: 14,540 shares; 2025Q2: 12,208 shares; 2025Q3: 11,705 shares; 2025Q4: 10,038 shares; 2026Q1: 9,050 shares 9,050 $514K 0.03% -988 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: 6,412 shares; 2024Q4: 5,644 shares; 2025Q1: 3,529 shares; 2025Q2: 3,452 shares; 2025Q3: 4,671 shares; 2025Q4: 7,930 shares; 2026Q1: 8,371 shares 8,371 $513K 0.03% +441 Timeline RSJN 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: 8,209 shares; 2024Q4: 8,258 shares; 2025Q1: 11,281 shares; 2025Q2: 11,566 shares; 2025Q3: 14,287 shares; 2025Q4: 14,574 shares; 2026Q1: 14,739 shares 14,739 $509K 0.03% +165 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,136 shares; 2025Q1: 1,154 shares; 2025Q2: 386 shares; 2025Q3: 438 shares; 2025Q4: 636 shares; 2026Q1: 688 shares 688 $508K 0.03% +52 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: 2,498 shares; 2024Q4: 2,491 shares; 2025Q1: 2,981 shares; 2025Q2: 3,639 shares; 2025Q3: 3,722 shares; 2025Q4: 1,138 shares; 2026Q1: 1,294 shares 1,294 $505K 0.03% +156 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: 24,743 shares; 2024Q4: 6,311 shares; 2025Q1: 9,916 shares; 2025Q2: 8,498 shares; 2025Q3: 12,382 shares; 2025Q4: 13,191 shares; 2026Q1: 9,973 shares 9,973 $505K 0.03% -3,218 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,647 shares; 2024Q4: 14,647 shares; 2025Q1: 14,592 shares; 2025Q2: 15,394 shares; 2025Q3: 15,394 shares; 2025Q4: 14,893 shares; 2026Q1: 14,631 shares 14,631 $504K 0.03% -262 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,997 shares; 2026Q1: 1,983 shares 1,983 $504K 0.03% -14 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,278 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,513 shares 3,513 $500K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,216 shares; 2025Q4: 3,638 shares; 2026Q1: 2,623 shares 2,623 $497K 0.03% -1,015 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,732 shares; 2024Q4: 2,839 shares; 2025Q1: 3,271 shares; 2025Q2: 1,800 shares; 2025Q3: 1,662 shares; 2025Q4: 528 shares; 2026Q1: 577 shares 577 $488K 0.03% +49 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: 5,467 shares; 2025Q3: 5,843 shares; 2025Q4: 6,543 shares; 2026Q1: 6,173 shares 6,173 $488K 0.03% -370 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,390 shares; 2024Q4: 24,362 shares; 2025Q1: 20,176 shares; 2025Q2: 16,002 shares; 2025Q3: 10,093 shares; 2025Q4: 8,960 shares; 2026Q1: 11,435 shares 11,435 $485K 0.03% +2,475 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,832 shares; 2025Q1: 3,979 shares; 2025Q2: 58,542 shares; 2025Q3: 222,102 shares; 2025Q4: not reported; 2026Q1: 6,185 shares 6,185 $477K 0.03% new Timeline DMAX ISHARES 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: 710,252 shares; 2025Q2: 687,463 shares; 2025Q3: 767,314 shares; 2025Q4: not reported; 2026Q1: 17,908 shares 17,908 $476K 0.03% new 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: 2,858 shares; 2024Q4: 3,060 shares; 2025Q1: 3,508 shares; 2025Q2: 4,386 shares; 2025Q3: 5,126 shares; 2025Q4: 5,861 shares; 2026Q1: 6,632 shares 6,632 $469K 0.03% +771 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: 14,596 shares; 2024Q4: 15,724 shares; 2025Q1: 14,070 shares; 2025Q2: 11,450 shares; 2025Q3: 9,809 shares; 2025Q4: 8,875 shares; 2026Q1: 8,661 shares 8,661 $469K 0.03% -214 Timeline OACP UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,101 shares; 2025Q3: 19,375 shares; 2025Q4: 19,597 shares; 2026Q1: 20,515 shares 20,515 $466K 0.03% +918 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: 2,327 shares; 2024Q4: 2,316 shares; 2025Q1: 2,281 shares; 2025Q2: 2,101 shares; 2025Q3: 1,923 shares; 2025Q4: 1,887 shares; 2026Q1: 1,884 shares 1,884 $465K 0.03% -3 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,345 shares; 2025Q4: 5,513 shares; 2026Q1: 9,923 shares 9,923 $460K 0.03% +4,410 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,992 shares; 2024Q4: 5,579 shares; 2025Q1: 10,293 shares; 2025Q2: 8,004 shares; 2025Q3: 8,589 shares; 2025Q4: 10,006 shares; 2026Q1: 4,913 shares 4,913 $455K 0.03% -5,093 Timeline GVIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,345 shares; 2026Q1: 3,123 shares 3,123 $455K 0.03% +1,778 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,478 shares; 2024Q4: 8,181 shares; 2025Q1: 7,640 shares; 2025Q2: 6,343 shares; 2025Q3: 6,099 shares; 2025Q4: 6,326 shares; 2026Q1: 6,639 shares 6,639 $452K 0.03% +313 Timeline VSDA 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: not reported; 2024Q4: not reported; 2025Q1: 48,391 shares; 2025Q2: 49,200 shares; 2025Q3: 51,290 shares; 2025Q4: 14,737 shares; 2026Q1: 8,274 shares 8,274 $451K 0.03% -6,463 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY 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: 938 shares; 2026Q1: 1,144 shares 1,144 $451K 0.03% +206 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 858 shares; 2024Q4: 1,469 shares; 2025Q1: 1,701 shares; 2025Q2: 1,943 shares; 2025Q3: 1,747 shares; 2025Q4: 1,602 shares; 2026Q1: 1,504 shares 1,504 $449K 0.03% -98 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: 6,051 shares; 2024Q4: 6,187 shares; 2025Q1: 7,006 shares; 2025Q2: 8,355 shares; 2025Q3: 8,680 shares; 2025Q4: 1,374 shares; 2026Q1: 1,275 shares 1,275 $449K 0.03% -99 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,949 shares; 2024Q4: 3,075 shares; 2025Q1: 3,206 shares; 2025Q2: 3,667 shares; 2025Q3: 4,033 shares; 2025Q4: 4,169 shares; 2026Q1: 4,590 shares 4,590 $448K 0.03% +421 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,922 shares; 2024Q4: 11,567 shares; 2025Q1: 5,021 shares; 2025Q2: 16,112 shares; 2025Q3: 22,663 shares; 2025Q4: 25,071 shares; 2026Q1: 7,941 shares 7,941 $444K 0.03% -17,130 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,277 shares; 2024Q4: 916 shares; 2025Q1: 941 shares; 2025Q2: 915 shares; 2025Q3: 1,037 shares; 2025Q4: 976 shares; 2026Q1: 1,035 shares 1,035 $440K 0.03% +59 Timeline GCT GIGACLOUD TECHNOLOGY INC More: the full row for GIGACLOUD TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,907 shares; 2024Q4: 18,119 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,729 shares; 2025Q4: 7,729 shares; 2026Q1: 9,589 shares 9,589 $435K 0.03% +1,860 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,780 shares; 2025Q2: 3,277 shares; 2025Q3: 3,491 shares; 2025Q4: 3,476 shares; 2026Q1: 3,666 shares 3,666 $435K 0.03% +190 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: 5,204 shares; 2024Q4: 6,673 shares; 2025Q1: 7,112 shares; 2025Q2: 4,781 shares; 2025Q3: 4,866 shares; 2025Q4: 4,645 shares; 2026Q1: 5,899 shares 5,899 $434K 0.03% +1,254 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,148 shares; 2025Q4: 8,367 shares; 2026Q1: 9,675 shares 9,675 $434K 0.03% +1,308 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 474 shares; 2025Q2: 627 shares; 2025Q3: 674 shares; 2025Q4: 669 shares; 2026Q1: 766 shares 766 $432K 0.03% +97 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: not reported; 2024Q4: not reported; 2025Q1: 9,218 shares; 2025Q2: 9,031 shares; 2025Q3: 9,031 shares; 2025Q4: 9,031 shares; 2026Q1: 9,031 shares 9,031 $428K 0.02% 0 Timeline SMLV 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: 3,299 shares; 2024Q4: 3,110 shares; 2025Q1: 3,110 shares; 2025Q2: 3,110 shares; 2025Q3: 3,110 shares; 2025Q4: 3,110 shares; 2026Q1: 3,110 shares 3,110 $426K 0.02% 0 Timeline SHM 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: 12,775 shares; 2024Q4: 13,493 shares; 2025Q1: 9,489 shares; 2025Q2: 10,947 shares; 2025Q3: 9,583 shares; 2025Q4: 9,233 shares; 2026Q1: 8,842 shares 8,842 $423K 0.02% -391 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: 3,291 shares; 2024Q4: 3,071 shares; 2025Q1: 3,561 shares; 2025Q2: 6,243 shares; 2025Q3: 4,924 shares; 2025Q4: 3,985 shares; 2026Q1: 4,091 shares 4,091 $420K 0.02% +106 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 647 shares; 2024Q4: 750 shares; 2025Q1: 796 shares; 2025Q2: 579 shares; 2025Q3: 575 shares; 2025Q4: 619 shares; 2026Q1: 616 shares 616 $420K 0.02% -3 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,779 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,962 shares; 2025Q4: 3,920 shares; 2026Q1: 4,334 shares 4,334 $414K 0.02% +414 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: 17,247 shares; 2024Q4: 16,193 shares; 2025Q1: 16,350 shares; 2025Q2: 16,502 shares; 2025Q3: 16,349 shares; 2025Q4: 16,536 shares; 2026Q1: 16,692 shares 16,692 $413K 0.02% +156 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,085 shares; 2024Q4: 16,424 shares; 2025Q1: 9,592 shares; 2025Q2: 14,135 shares; 2025Q3: 13,680 shares; 2025Q4: 9,256 shares; 2026Q1: 9,256 shares 9,256 $413K 0.02% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,442 shares; 2024Q4: 20,391 shares; 2025Q1: 23,828 shares; 2025Q2: 24,828 shares; 2025Q3: 5,566 shares; 2025Q4: 1,886 shares; 2026Q1: 2,206 shares 2,206 $412K 0.02% +320 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: 1,743 shares; 2024Q4: not reported; 2025Q1: 1,876 shares; 2025Q2: 2,206 shares; 2025Q3: 2,394 shares; 2025Q4: 2,773 shares; 2026Q1: 3,114 shares 3,114 $412K 0.02% +341 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: 902 shares; 2024Q4: 957 shares; 2025Q1: 1,018 shares; 2025Q2: 2,158 shares; 2025Q3: 2,245 shares; 2025Q4: 1,237 shares; 2026Q1: 1,190 shares 1,190 $411K 0.02% -47 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,713 shares; 2024Q4: 18,739 shares; 2025Q1: 22,612 shares; 2025Q2: 23,076 shares; 2025Q3: 24,381 shares; 2025Q4: 17,122 shares; 2026Q1: 16,902 shares 16,902 $410K 0.02% -220 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,561 shares; 2024Q4: 26,609 shares; 2025Q1: 21,054 shares; 2025Q2: 15,827 shares; 2025Q3: 9,893 shares; 2025Q4: 11,031 shares; 2026Q1: 10,903 shares 10,903 $408K 0.02% -128 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,065 shares; 2026Q1: 10,418 shares 10,418 $408K 0.02% +2,353 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: 14,754 shares; 2024Q4: 14,402 shares; 2025Q1: 15,234 shares; 2025Q2: 15,091 shares; 2025Q3: 15,197 shares; 2025Q4: 8,244 shares; 2026Q1: 8,805 shares 8,805 $405K 0.02% +561 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,663 shares; 2025Q4: 24,245 shares; 2026Q1: 24,114 shares 24,114 $404K 0.02% -131 Timeline PRXG PRAXIS FDS More: the full row for PRAXIS 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: 8,960 shares; 2025Q3: 10,581 shares; 2025Q4: 11,958 shares; 2026Q1: 12,185 shares 12,185 $400K 0.02% +227 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,580 shares 19,580 $399K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,536 shares; 2025Q2: 2,140 shares; 2025Q3: not reported; 2025Q4: 2,176 shares; 2026Q1: 3,978 shares 3,978 $396K 0.02% +1,802 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: 5,032 shares; 2024Q4: 4,434 shares; 2025Q1: 4,298 shares; 2025Q2: 3,619 shares; 2025Q3: 3,604 shares; 2025Q4: 3,316 shares; 2026Q1: 3,054 shares 3,054 $393K 0.02% -262 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: 7,608 shares; 2024Q4: 5,401 shares; 2025Q1: 5,188 shares; 2025Q2: 4,129 shares; 2025Q3: 3,801 shares; 2025Q4: 3,440 shares; 2026Q1: 3,241 shares 3,241 $393K 0.02% -199 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,326 shares; 2025Q2: 10,326 shares; 2025Q3: 10,326 shares; 2025Q4: 9,833 shares; 2026Q1: 9,833 shares 9,833 $391K 0.02% 0 Timeline OASC UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,148 shares; 2025Q3: 11,983 shares; 2025Q4: 12,811 shares; 2026Q1: 13,092 shares 13,092 $390K 0.02% +281 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,502 shares; 2024Q4: 3,306 shares; 2025Q1: 3,305 shares; 2025Q2: 3,065 shares; 2025Q3: 3,065 shares; 2025Q4: 3,408 shares; 2026Q1: 3,408 shares 3,408 $387K 0.02% 0 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: 888 shares; 2024Q4: 881 shares; 2025Q1: 937 shares; 2025Q2: 904 shares; 2025Q3: 909 shares; 2025Q4: 907 shares; 2026Q1: 906 shares 906 $385K 0.02% -1 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: 1,459 shares; 2024Q4: 1,306 shares; 2025Q1: 1,463 shares; 2025Q2: 1,787 shares; 2025Q3: 1,743 shares; 2025Q4: 1,473 shares; 2026Q1: 1,578 shares 1,578 $383K 0.02% +105 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: 32,478 shares; 2024Q4: 27,096 shares; 2025Q1: 24,589 shares; 2025Q2: 40,290 shares; 2025Q3: 16,616 shares; 2025Q4: 11,372 shares; 2026Q1: 8,031 shares 8,031 $378K 0.02% -3,341 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,933 shares; 2024Q4: 1,961 shares; 2025Q1: 2,254 shares; 2025Q2: 964 shares; 2025Q3: 1,009 shares; 2025Q4: 1,012 shares; 2026Q1: 1,018 shares 1,018 $374K 0.02% +6 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,423 shares 11,423 $374K 0.02% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,182 shares; 2024Q4: 12,684 shares; 2025Q1: 12,249 shares; 2025Q2: 12,341 shares; 2025Q3: 10,681 shares; 2025Q4: 6,092 shares; 2026Q1: 6,151 shares 6,151 $373K 0.02% +59 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: 3,303 shares; 2024Q4: 3,273 shares; 2025Q1: 3,273 shares; 2025Q2: 1,978 shares; 2025Q3: 2,558 shares; 2025Q4: 2,558 shares; 2026Q1: 2,558 shares 2,558 $371K 0.02% 0 Timeline ZJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,526 shares 13,526 $369K 0.02% new Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,438 shares; 2025Q2: 39,863 shares; 2025Q3: 14,717 shares; 2025Q4: 14,717 shares; 2026Q1: 14,483 shares 14,483 $368K 0.02% -234 Timeline UJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,853 shares; 2025Q3: 9,853 shares; 2025Q4: 9,853 shares; 2026Q1: 9,853 shares 9,853 $367K 0.02% 0 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS 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: 3,449 shares; 2026Q1: 4,237 shares 4,237 $365K 0.02% +788 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: not reported; 2024Q4: not reported; 2025Q1: 2,208 shares; 2025Q2: 2,522 shares; 2025Q3: 1,930 shares; 2025Q4: not reported; 2026Q1: 2,683 shares 2,683 $364K 0.02% new Timeline FLCE ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD 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: 12,254 shares; 2025Q3: 12,218 shares; 2025Q4: 11,861 shares; 2026Q1: 13,189 shares 13,189 $360K 0.02% +1,328 Timeline OCTT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,668 shares; 2025Q1: 6,668 shares; 2025Q2: 8,465 shares; 2025Q3: 8,465 shares; 2025Q4: 8,465 shares; 2026Q1: 8,465 shares 8,465 $358K 0.02% 0 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: 11,810 shares; 2024Q4: 14,144 shares; 2025Q1: 16,966 shares; 2025Q2: 17,241 shares; 2025Q3: 8,626 shares; 2025Q4: 8,095 shares; 2026Q1: 7,288 shares 7,288 $355K 0.02% -807 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,013 shares; 2024Q4: 104,218 shares; 2025Q1: 113,690 shares; 2025Q2: 89,397 shares; 2025Q3: 82,045 shares; 2025Q4: 67,273 shares; 2026Q1: 68,998 shares 68,998 $352K 0.02% +1,725 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,168 shares; 2024Q4: 9,305 shares; 2025Q1: 9,423 shares; 2025Q2: 9,423 shares; 2025Q3: 13,098 shares; 2025Q4: 9,189 shares; 2026Q1: 9,189 shares 9,189 $351K 0.02% 0 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: 7,329 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,500 shares; 2025Q4: 6,620 shares; 2026Q1: 7,300 shares 7,300 $350K 0.02% +680 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,598 shares; 2025Q2: 7,635 shares; 2025Q3: 7,635 shares; 2025Q4: 7,598 shares; 2026Q1: 7,832 shares 7,832 $349K 0.02% +234 Timeline HNGE HINGE HEALTH INC More: the full row for HINGE HEALTH 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: 6,692 shares; 2025Q3: 11,404 shares; 2025Q4: 12,319 shares; 2026Q1: 9,059 shares 9,059 $349K 0.02% -3,260 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: 2,503 shares; 2025Q1: 2,619 shares; 2025Q2: 2,226 shares; 2025Q3: 2,796 shares; 2025Q4: 2,715 shares; 2026Q1: 2,823 shares 2,823 $347K 0.02% +108 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,410 shares; 2024Q4: 5,398 shares; 2025Q1: 5,521 shares; 2025Q2: 5,744 shares; 2025Q3: 6,476 shares; 2025Q4: 5,643 shares; 2026Q1: 3,968 shares 3,968 $346K 0.02% -1,675 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,612 shares; 2024Q4: 8,935 shares; 2025Q1: 9,968 shares; 2025Q2: 9,528 shares; 2025Q3: 9,528 shares; 2025Q4: 8,941 shares; 2026Q1: 9,706 shares 9,706 $345K 0.02% +765 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,558 shares; 2024Q4: 2,750 shares; 2025Q1: 3,179 shares; 2025Q2: 2,866 shares; 2025Q3: 3,051 shares; 2025Q4: 2,194 shares; 2026Q1: 2,470 shares 2,470 $344K 0.02% +276 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,238 shares; 2025Q3: 1,569 shares; 2025Q4: 4,880 shares; 2026Q1: 1,842 shares 1,842 $336K 0.02% -3,038 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: 6,307 shares; 2024Q4: 6,386 shares; 2025Q1: 5,549 shares; 2025Q2: 6,434 shares; 2025Q3: 6,432 shares; 2025Q4: 2,811 shares; 2026Q1: 2,832 shares 2,832 $336K 0.02% +21 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,334 shares 4,334 $335K 0.02% new 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: 3,842 shares; 2024Q4: 3,839 shares; 2025Q1: 3,740 shares; 2025Q2: 3,752 shares; 2025Q3: 3,755 shares; 2025Q4: 3,571 shares; 2026Q1: 3,575 shares 3,575 $334K 0.02% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,026 shares; 2025Q3: 12,672 shares; 2025Q4: 12,986 shares; 2026Q1: 13,365 shares 13,365 $333K 0.02% +379 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,038 shares; 2026Q1: 10,773 shares 10,773 $332K 0.02% -265 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: 4,454 shares; 2024Q4: 4,118 shares; 2025Q1: 2,911 shares; 2025Q2: 1,990 shares; 2025Q3: 2,039 shares; 2025Q4: 2,043 shares; 2026Q1: 1,630 shares 1,630 $331K 0.02% -413 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,500 shares; 2024Q4: 10,500 shares; 2025Q1: 10,500 shares; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares; 2026Q1: 10,500 shares 10,500 $330K 0.02% 0 Timeline SPTI 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: 11,495 shares; 2026Q1: 11,513 shares 11,513 $330K 0.02% +18 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,782 shares; 2024Q4: 3,797 shares; 2025Q1: 4,215 shares; 2025Q2: 5,717 shares; 2025Q3: 5,752 shares; 2025Q4: 4,075 shares; 2026Q1: 2,913 shares 2,913 $330K 0.02% -1,162 Timeline