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: 125,325 shares; 2024Q4: 126,964 shares; 2025Q1: 114,352 shares; 2025Q2: 121,996 shares; 2025Q3: 115,586 shares; 2025Q4: 113,077 shares; 2026Q1: 109,792 shares 109,792 $71.4M 4.38% -3,285 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: 263,206 shares; 2024Q4: 237,368 shares; 2025Q1: 241,907 shares; 2025Q2: 198,735 shares; 2025Q3: 234,399 shares; 2025Q4: 265,193 shares; 2026Q1: 255,059 shares 255,059 $64.7M 3.97% -10,134 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: 343,398 shares; 2024Q4: 334,222 shares; 2025Q1: 322,506 shares; 2025Q2: 338,472 shares; 2025Q3: 333,078 shares; 2025Q4: 332,082 shares; 2026Q1: 311,468 shares 311,468 $54.3M 3.33% -20,614 Timeline SPTL 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: 345,071 shares; 2024Q4: 151,141 shares; 2025Q1: 401,621 shares; 2025Q2: 303,891 shares; 2025Q3: 471,850 shares; 2025Q4: 1,500,772 shares; 2026Q1: 1,552,607 shares 1,552,607 $40.8M 2.51% +51,835 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: 139,673 shares; 2024Q4: 132,852 shares; 2025Q1: 134,067 shares; 2025Q2: 131,521 shares; 2025Q3: 137,864 shares; 2025Q4: 153,254 shares; 2026Q1: 143,298 shares 143,298 $29.8M 1.83% -9,956 Timeline IBTH ISHARES 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: 40,206 shares; 2025Q3: 36,394 shares; 2025Q4: 802,540 shares; 2026Q1: 1,287,702 shares 1,287,702 $28.9M 1.77% +485,162 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: 41,368 shares; 2024Q4: 40,927 shares; 2025Q1: 39,241 shares; 2025Q2: 39,111 shares; 2025Q3: 38,889 shares; 2025Q4: 44,157 shares; 2026Q1: 40,791 shares 40,791 $23.3M 1.43% -3,366 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: 384,034 shares; 2024Q4: 1,458,427 shares; 2025Q1: 768,810 shares; 2025Q2: 766,658 shares; 2025Q3: 743,274 shares; 2025Q4: 729,848 shares; 2026Q1: 758,117 shares 758,117 $22.1M 1.36% +28,269 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: 64,400 shares; 2024Q4: 61,373 shares; 2025Q1: 56,891 shares; 2025Q2: 54,344 shares; 2025Q3: 55,852 shares; 2025Q4: 56,029 shares; 2026Q1: 56,809 shares 56,809 $21M 1.29% +780 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: 69,788 shares; 2024Q4: 66,592 shares; 2025Q1: 66,024 shares; 2025Q2: 63,659 shares; 2025Q3: 72,806 shares; 2025Q4: 74,352 shares; 2026Q1: 72,199 shares 72,199 $20.8M 1.27% -2,153 Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 196,294 shares; 2025Q1: 379,232 shares; 2025Q2: 71,579 shares; 2025Q3: not reported; 2025Q4: 491,214 shares; 2026Q1: 506,568 shares 506,568 $19.2M 1.18% +15,354 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: 75,625 shares; 2024Q4: 74,874 shares; 2025Q1: 73,001 shares; 2025Q2: 69,535 shares; 2025Q3: 68,069 shares; 2025Q4: 70,199 shares; 2026Q1: 66,731 shares 66,731 $19.1M 1.17% -3,468 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: 66,405 shares; 2024Q4: 64,380 shares; 2025Q1: 55,765 shares; 2025Q2: 57,261 shares; 2025Q3: 57,961 shares; 2025Q4: 40,956 shares; 2026Q1: 41,330 shares 41,330 $17.8M 1.09% +374 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: 124,453 shares; 2024Q4: 125,017 shares; 2025Q1: 121,392 shares; 2025Q2: 127,138 shares; 2025Q3: 123,771 shares; 2025Q4: 120,291 shares; 2026Q1: 123,629 shares 123,629 $17.1M 1.05% +3,338 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: 64,049 shares; 2024Q4: 61,651 shares; 2025Q1: 86,777 shares; 2025Q2: 51,820 shares; 2025Q3: 53,404 shares; 2025Q4: 53,165 shares; 2026Q1: 55,233 shares 55,233 $16.2M 1% +2,068 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: 81,113 shares; 2024Q4: 80,491 shares; 2025Q1: 76,798 shares; 2025Q2: 64,596 shares; 2025Q3: 64,289 shares; 2025Q4: 63,741 shares; 2026Q1: 64,480 shares 64,480 $16M 0.98% +739 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: 39,905 shares; 2024Q4: 34,656 shares; 2025Q1: 36,649 shares; 2025Q2: 41,581 shares; 2025Q3: 43,550 shares; 2025Q4: 45,471 shares; 2026Q1: 27,164 shares 27,164 $15.7M 0.96% -18,307 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: 63,224 shares; 2024Q4: 63,579 shares; 2025Q1: 70,787 shares; 2025Q2: 78,121 shares; 2025Q3: 79,556 shares; 2025Q4: 79,420 shares; 2026Q1: 79,858 shares 79,858 $15.3M 0.94% +438 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: 76,898 shares; 2024Q4: 71,540 shares; 2025Q1: 70,488 shares; 2025Q2: 80,151 shares; 2025Q3: 80,589 shares; 2025Q4: 75,992 shares; 2026Q1: 51,519 shares 51,519 $14.8M 0.91% -24,473 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: 54,686 shares; 2024Q4: 62,688 shares; 2025Q1: 47,317 shares; 2025Q2: 46,610 shares; 2025Q3: 49,889 shares; 2025Q4: 43,079 shares; 2026Q1: 44,432 shares 44,432 $14.3M 0.87% +1,353 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: 15,376 shares; 2024Q4: 14,747 shares; 2025Q1: 14,409 shares; 2025Q2: 13,677 shares; 2025Q3: 14,067 shares; 2025Q4: 14,154 shares; 2026Q1: 14,216 shares 14,216 $14.2M 0.87% +62 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: 45,486 shares; 2024Q4: 7,722 shares; 2025Q1: 93,879 shares; 2025Q2: 178,630 shares; 2025Q3: 209,050 shares; 2025Q4: 275,387 shares; 2026Q1: 310,291 shares 310,291 $14.2M 0.87% +34,904 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,081 shares; 2024Q4: 55,981 shares; 2025Q1: 53,232 shares; 2025Q2: 507,700 shares; 2025Q3: 1,482,998 shares; 2025Q4: 1,453,846 shares; 2026Q1: 601,818 shares 601,818 $13.8M 0.85% -852,028 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: 172,201 shares; 2024Q4: 168,903 shares; 2025Q1: 194,740 shares; 2025Q2: 215,649 shares; 2025Q3: 229,037 shares; 2025Q4: 124,912 shares; 2026Q1: 220,235 shares 220,235 $13.8M 0.85% +95,323 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,392 shares; 2024Q4: 17,870 shares; 2025Q1: 7,223 shares; 2025Q2: 189,046 shares; 2025Q3: 184,187 shares; 2025Q4: 180,066 shares; 2026Q1: 182,943 shares 182,943 $13.7M 0.84% +2,877 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: not reported; 2024Q4: not reported; 2025Q1: 36,212 shares; 2025Q2: 89,654 shares; 2025Q3: 97,482 shares; 2025Q4: 129,474 shares; 2026Q1: 144,944 shares 144,944 $13.4M 0.82% +15,470 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: 117,300 shares; 2024Q4: 117,360 shares; 2025Q1: 112,726 shares; 2025Q2: 110,723 shares; 2025Q3: 111,677 shares; 2025Q4: 112,035 shares; 2026Q1: 116,071 shares 116,071 $13.3M 0.82% +4,036 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: 163,765 shares; 2024Q4: 169,913 shares; 2025Q1: 182,417 shares; 2025Q2: 179,146 shares; 2025Q3: 181,441 shares; 2025Q4: 183,811 shares; 2026Q1: 193,376 shares 193,376 $13.2M 0.81% +9,565 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: 29,967 shares; 2024Q4: 26,980 shares; 2025Q1: 25,072 shares; 2025Q2: 24,006 shares; 2025Q3: 25,522 shares; 2025Q4: 25,803 shares; 2026Q1: 25,945 shares 25,945 $12.4M 0.76% +142 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: 57,821 shares; 2024Q4: 53,401 shares; 2025Q1: 54,376 shares; 2025Q2: 54,875 shares; 2025Q3: 53,722 shares; 2025Q4: 54,063 shares; 2026Q1: 55,146 shares 55,146 $11.9M 0.73% +1,083 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: 19,490 shares; 2024Q4: 42,437 shares; 2025Q1: 349,766 shares; 2025Q2: 293,951 shares; 2025Q3: 321,541 shares; 2025Q4: 336,838 shares; 2026Q1: 348,516 shares 348,516 $11.7M 0.72% +11,678 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: 101,323 shares; 2025Q2: 191,567 shares; 2025Q3: 247,021 shares; 2025Q4: 371,244 shares; 2026Q1: 443,822 shares 443,822 $11.6M 0.71% +72,578 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: 100,353 shares; 2024Q4: 34,342 shares; 2025Q1: 215,525 shares; 2025Q2: 257,560 shares; 2025Q3: 286,039 shares; 2025Q4: 294,952 shares; 2026Q1: 286,832 shares 286,832 $11.3M 0.69% -8,120 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: 37,820 shares; 2024Q4: 38,391 shares; 2025Q1: 37,915 shares; 2025Q2: 36,813 shares; 2025Q3: 37,164 shares; 2025Q4: 37,301 shares; 2026Q1: 37,418 shares 37,418 $11.3M 0.69% +117 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,407 shares; 2024Q4: 4,224 shares; 2025Q1: 2,610 shares; 2025Q2: 2,112 shares; 2025Q3: 2,309 shares; 2025Q4: 2,303 shares; 2026Q1: 97,170 shares 97,170 $11.3M 0.69% +94,867 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: 64,785 shares; 2024Q4: 67,915 shares; 2025Q1: 43,476 shares; 2025Q2: 159,663 shares; 2025Q3: 159,796 shares; 2025Q4: 154,086 shares; 2026Q1: 155,554 shares 155,554 $10.8M 0.67% +1,468 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: 92,483 shares; 2024Q4: 95,888 shares; 2025Q1: 98,330 shares; 2025Q2: 121,606 shares; 2025Q3: 120,546 shares; 2025Q4: 88,495 shares; 2026Q1: 114,043 shares 114,043 $10.6M 0.65% +25,548 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 530,625 shares; 2024Q4: 827,826 shares; 2025Q1: 1,072,926 shares; 2025Q2: 1,068,265 shares; 2025Q3: 706,122 shares; 2025Q4: 666,641 shares; 2026Q1: 417,417 shares 417,417 $10.1M 0.62% -249,224 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: 133,639 shares; 2024Q4: 144,166 shares; 2025Q1: 70,215 shares; 2025Q2: 71,905 shares; 2025Q3: 72,279 shares; 2025Q4: 71,617 shares; 2026Q1: 69,470 shares 69,470 $10M 0.62% -2,147 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: 25,443 shares; 2024Q4: 50,953 shares; 2025Q1: 49,207 shares; 2025Q2: 49,007 shares; 2025Q3: 61,604 shares; 2025Q4: 61,278 shares; 2026Q1: 61,528 shares 61,528 $9.86M 0.61% +250 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,548 shares; 2024Q4: 104,051 shares; 2025Q1: 105,688 shares; 2025Q2: 104,628 shares; 2025Q3: 107,234 shares; 2025Q4: 108,808 shares; 2026Q1: 108,242 shares 108,242 $9.67M 0.59% -566 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: 102,339 shares; 2024Q4: 76,897 shares; 2025Q1: 78,120 shares; 2025Q2: 88,513 shares; 2025Q3: 87,955 shares; 2025Q4: 43,261 shares; 2026Q1: 44,560 shares 44,560 $9.52M 0.58% +1,299 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: 47,993 shares; 2024Q4: 50,263 shares; 2025Q1: 54,263 shares; 2025Q2: 51,283 shares; 2025Q3: 56,609 shares; 2025Q4: 58,800 shares; 2026Q1: 15,920 shares 15,920 $9.51M 0.58% -42,880 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,686 shares; 2025Q2: 109,569 shares; 2025Q3: 135,710 shares; 2025Q4: 178,955 shares; 2026Q1: 207,064 shares 207,064 $9.49M 0.58% +28,109 Timeline QINT 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: 217,983 shares; 2025Q2: 228,930 shares; 2025Q3: 224,851 shares; 2025Q4: 228,553 shares; 2026Q1: 142,660 shares 142,660 $9.34M 0.57% -85,893 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 84,253 shares 84,253 $9.31M 0.57% new Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,492 shares; 2024Q4: 88,924 shares; 2025Q1: 84,663 shares; 2025Q2: 88,515 shares; 2025Q3: 85,587 shares; 2025Q4: 86,184 shares; 2026Q1: 87,984 shares 87,984 $9.24M 0.57% +1,800 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: 530,789 shares; 2024Q4: 435,615 shares; 2025Q1: 460,566 shares; 2025Q2: 233,829 shares; 2025Q3: 310,030 shares; 2025Q4: 269,541 shares; 2026Q1: 91,641 shares 91,641 $9.22M 0.57% -177,900 Timeline VALQ 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: 143,820 shares; 2025Q2: 149,258 shares; 2025Q3: 148,736 shares; 2025Q4: 152,876 shares; 2026Q1: 141,603 shares 141,603 $9.21M 0.57% -11,273 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,051 shares; 2024Q4: 377,640 shares; 2025Q1: 368,887 shares; 2025Q2: 361,325 shares; 2025Q3: 351,444 shares; 2025Q4: 355,556 shares; 2026Q1: 363,247 shares 363,247 $8.99M 0.55% +7,691 Timeline SCHA 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: 24,289 shares; 2024Q4: 87,969 shares; 2025Q1: 73,800 shares; 2025Q2: 315,848 shares; 2025Q3: 305,234 shares; 2025Q4: 299,884 shares; 2026Q1: 298,547 shares 298,547 $8.68M 0.53% -1,337 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: 54,011 shares; 2024Q4: 162,088 shares; 2025Q1: 203,110 shares; 2025Q2: 235,394 shares; 2025Q3: 246,725 shares; 2025Q4: 276,133 shares; 2026Q1: 278,253 shares 278,253 $8.54M 0.52% +2,120 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: 86,631 shares; 2024Q4: 88,699 shares; 2025Q1: 92,853 shares; 2025Q2: 135,094 shares; 2025Q3: 169,761 shares; 2025Q4: 166,407 shares; 2026Q1: 159,152 shares 159,152 $8.05M 0.49% -7,255 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: 65,136 shares; 2024Q4: 65,742 shares; 2025Q1: 68,880 shares; 2025Q2: 73,437 shares; 2025Q3: 77,611 shares; 2025Q4: 68,229 shares; 2026Q1: 81,467 shares 81,467 $7.98M 0.49% +13,238 Timeline FDG 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: 61,082 shares; 2025Q2: 62,423 shares; 2025Q3: 62,112 shares; 2025Q4: 63,260 shares; 2026Q1: 67,897 shares 67,897 $7.74M 0.48% +4,637 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,231 shares; 2024Q4: 139,332 shares; 2025Q1: 137,336 shares; 2025Q2: 142,853 shares; 2025Q3: 148,021 shares; 2025Q4: 142,321 shares; 2026Q1: 139,322 shares 139,322 $7.6M 0.47% -2,999 Timeline VOOV 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: 22,040 shares; 2024Q4: 22,600 shares; 2025Q1: 29,224 shares; 2025Q2: 29,110 shares; 2025Q3: 31,571 shares; 2025Q4: 30,588 shares; 2026Q1: 34,502 shares 34,502 $7.03M 0.43% +3,914 Timeline VLU 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: 1,521 shares; 2024Q4: 1,529 shares; 2025Q1: 47,897 shares; 2025Q2: 49,710 shares; 2025Q3: 49,647 shares; 2025Q4: 50,729 shares; 2026Q1: 32,621 shares 32,621 $7.01M 0.43% -18,108 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: 258,235 shares; 2024Q4: 151,992 shares; 2025Q1: 111,169 shares; 2025Q2: 109,667 shares; 2025Q3: 98,734 shares; 2025Q4: 99,187 shares; 2026Q1: 97,287 shares 97,287 $6.83M 0.42% -1,900 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,022 shares; 2025Q2: not reported; 2025Q3: 6,979 shares; 2025Q4: 7,235 shares; 2026Q1: 159,809 shares 159,809 $6.78M 0.42% +152,574 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,648 shares; 2024Q4: 8,581 shares; 2025Q1: 8,227 shares; 2025Q2: 8,044 shares; 2025Q3: 7,992 shares; 2025Q4: 8,473 shares; 2026Q1: 8,695 shares 8,695 $6.72M 0.41% +222 Timeline QVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,220 shares; 2024Q4: 49,621 shares; 2025Q1: 60,707 shares; 2025Q2: 111,281 shares; 2025Q3: 114,564 shares; 2025Q4: 121,316 shares; 2026Q1: 128,778 shares 128,778 $6.71M 0.41% +7,462 Timeline IBMQ ISHARES 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: 41,112 shares; 2025Q2: 97,842 shares; 2025Q3: 167,004 shares; 2025Q4: 200,616 shares; 2026Q1: 260,258 shares 260,258 $6.64M 0.41% +59,642 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,954 shares; 2025Q2: 118,083 shares; 2025Q3: 240,291 shares; 2025Q4: 271,269 shares; 2026Q1: 295,609 shares 295,609 $6.45M 0.4% +24,340 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: 71,810 shares; 2024Q4: 60,158 shares; 2025Q1: 26,903 shares; 2025Q2: 28,887 shares; 2025Q3: 28,092 shares; 2025Q4: 28,267 shares; 2026Q1: 9,682 shares 9,682 $6.32M 0.39% -18,585 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,278 shares; 2024Q4: 125,837 shares; 2025Q1: 156,139 shares; 2025Q2: 160,080 shares; 2025Q3: 196,546 shares; 2025Q4: 207,235 shares; 2026Q1: 170,754 shares 170,754 $6.08M 0.37% -36,481 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: 16,569 shares; 2024Q4: 16,329 shares; 2025Q1: 15,104 shares; 2025Q2: 14,710 shares; 2025Q3: 15,011 shares; 2025Q4: 15,845 shares; 2026Q1: 16,789 shares 16,789 $6.03M 0.37% +944 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: 35,188 shares; 2024Q4: 35,640 shares; 2025Q1: 34,560 shares; 2025Q2: 34,326 shares; 2025Q3: 39,100 shares; 2025Q4: 42,724 shares; 2026Q1: 32,273 shares 32,273 $6.02M 0.37% -10,451 Timeline BSMW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,422 shares; 2024Q4: 24,499 shares; 2025Q1: 33,013 shares; 2025Q2: 96,218 shares; 2025Q3: 137,173 shares; 2025Q4: 164,384 shares; 2026Q1: 238,650 shares 238,650 $5.93M 0.36% +74,266 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: 44,123 shares; 2024Q4: 44,035 shares; 2025Q1: 44,276 shares; 2025Q2: 43,394 shares; 2025Q3: 43,570 shares; 2025Q4: 43,812 shares; 2026Q1: 33,605 shares 33,605 $5.7M 0.35% -10,207 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,575 shares; 2024Q4: 13,474 shares; 2025Q1: 18,544 shares; 2025Q2: 33,610 shares; 2025Q3: 33,810 shares; 2025Q4: 35,192 shares; 2026Q1: 38,371 shares 38,371 $5.56M 0.34% +3,179 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,702 shares; 2024Q4: 140,267 shares; 2025Q1: 76,817 shares; 2025Q2: 69,337 shares; 2025Q3: 93,656 shares; 2025Q4: 98,995 shares; 2026Q1: 91,900 shares 91,900 $5.49M 0.34% -7,095 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,318 shares; 2024Q4: 35,575 shares; 2025Q1: 34,905 shares; 2025Q2: 34,359 shares; 2025Q3: 30,398 shares; 2025Q4: 29,896 shares; 2026Q1: 27,533 shares 27,533 $5.46M 0.34% -2,363 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: 36,067 shares; 2024Q4: 35,442 shares; 2025Q1: 31,813 shares; 2025Q2: 29,746 shares; 2025Q3: 28,643 shares; 2025Q4: 27,920 shares; 2026Q1: 27,730 shares 27,730 $5.44M 0.33% -190 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,251 shares; 2024Q4: 9,117 shares; 2025Q1: 12,615 shares; 2025Q2: 23,917 shares; 2025Q3: 24,743 shares; 2025Q4: 25,313 shares; 2026Q1: 27,371 shares 27,371 $5.39M 0.33% +2,058 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: 55,887 shares; 2024Q4: 52,365 shares; 2025Q1: 49,658 shares; 2025Q2: 47,241 shares; 2025Q3: 48,587 shares; 2025Q4: 48,156 shares; 2026Q1: 42,424 shares 42,424 $5.27M 0.32% -5,732 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: 183,500 shares; 2024Q4: 190,218 shares; 2025Q1: 178,380 shares; 2025Q2: 165,545 shares; 2025Q3: 180,226 shares; 2025Q4: 66,086 shares; 2026Q1: 52,253 shares 52,253 $5.19M 0.32% -13,833 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: 170,198 shares; 2024Q4: 145,401 shares; 2025Q1: 148,230 shares; 2025Q2: 149,714 shares; 2025Q3: 152,693 shares; 2025Q4: 149,953 shares; 2026Q1: 145,515 shares 145,515 $4.91M 0.3% -4,438 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: 7,912 shares; 2024Q4: 21,988 shares; 2025Q1: 10,784 shares; 2025Q2: 17,453 shares; 2025Q3: 17,661 shares; 2025Q4: 18,612 shares; 2026Q1: 20,409 shares 20,409 $4.9M 0.3% +1,797 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,502 shares; 2024Q4: 6,040 shares; 2025Q1: 5,809 shares; 2025Q2: 6,186 shares; 2025Q3: 6,275 shares; 2025Q4: 6,312 shares; 2026Q1: 6,976 shares 6,976 $4.87M 0.3% +664 Timeline FEBU 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: not reported; 2025Q1: not reported; 2025Q2: 166,669 shares; 2025Q3: 22,565 shares; 2025Q4: 20,264 shares; 2026Q1: 180,074 shares 180,074 $4.86M 0.3% +159,810 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: 4,269 shares; 2024Q4: 4,335 shares; 2025Q1: 4,274 shares; 2025Q2: 4,631 shares; 2025Q3: 4,657 shares; 2025Q4: 53,825 shares; 2026Q1: 49,632 shares 49,632 $4.77M 0.29% -4,193 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: 34,694 shares; 2024Q4: 40,600 shares; 2025Q1: 27,733 shares; 2025Q2: 27,667 shares; 2025Q3: 27,977 shares; 2025Q4: 55,740 shares; 2026Q1: 35,385 shares 35,385 $4.7M 0.29% -20,355 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: 135,987 shares; 2024Q4: 184,628 shares; 2025Q1: 81,431 shares; 2025Q2: 87,607 shares; 2025Q3: 94,601 shares; 2025Q4: 96,010 shares; 2026Q1: 91,684 shares 91,684 $4.53M 0.28% -4,326 Timeline GJAN 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: 108,358 shares; 2025Q2: 106,271 shares; 2025Q3: 13,569 shares; 2025Q4: 11,144 shares; 2026Q1: 107,726 shares 107,726 $4.51M 0.28% +96,582 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,378 shares; 2026Q1: 69,177 shares 69,177 $4.43M 0.27% +58,799 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: 4,561 shares; 2024Q4: 3,970 shares; 2025Q1: 23,942 shares; 2025Q2: 3,579 shares; 2025Q3: 3,747 shares; 2025Q4: 3,787 shares; 2026Q1: 4,711 shares 4,711 $4.33M 0.27% +924 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: 104,338 shares; 2024Q4: 101,662 shares; 2025Q1: 101,662 shares; 2025Q2: 100,804 shares; 2025Q3: 106,751 shares; 2025Q4: 106,951 shares; 2026Q1: 110,061 shares 110,061 $4.28M 0.26% +3,110 Timeline DBL DOUBLELINE OPPORTUNISTIC CR More: the full row for DOUBLELINE OPPORTUNISTIC CR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,859 shares; 2025Q1: 34,963 shares; 2025Q2: 117,227 shares; 2025Q3: 251,623 shares; 2025Q4: 259,367 shares; 2026Q1: 288,641 shares 288,641 $4.21M 0.26% +29,274 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly 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: 172,258 shares; 2026Q1: 78,251 shares 78,251 $4.14M 0.25% -94,007 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: 66,348 shares; 2024Q4: 94,782 shares; 2025Q1: 15,004 shares; 2025Q2: 21,293 shares; 2025Q3: 35,070 shares; 2025Q4: 70,405 shares; 2026Q1: 79,494 shares 79,494 $4.13M 0.25% +9,089 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: 6,659 shares; 2024Q4: 10,582 shares; 2025Q1: 79,652 shares; 2025Q2: 82,456 shares; 2025Q3: 93,112 shares; 2025Q4: 91,475 shares; 2026Q1: 104,633 shares 104,633 $4.02M 0.25% +13,158 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,762 shares; 2024Q4: 8,259 shares; 2025Q1: 8,263 shares; 2025Q2: 7,992 shares; 2025Q3: 8,546 shares; 2025Q4: 33,740 shares; 2026Q1: 31,526 shares 31,526 $4.01M 0.25% -2,214 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: 56,685 shares; 2024Q4: 56,038 shares; 2025Q1: 55,214 shares; 2025Q2: 61,090 shares; 2025Q3: 64,271 shares; 2025Q4: 32,302 shares; 2026Q1: 33,809 shares 33,809 $4.01M 0.25% +1,507 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: 138,669 shares; 2024Q4: 127,464 shares; 2025Q1: 130,531 shares; 2025Q2: 127,612 shares; 2025Q3: 124,890 shares; 2025Q4: 55,220 shares; 2026Q1: 57,885 shares 57,885 $3.91M 0.24% +2,665 Timeline EL PASO ENERGY CAP TR I EL PASO ENERGY CAP TR I More: the full row for EL PASO ENERGY CAP TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,730 shares; 2024Q4: 45,780 shares; 2025Q1: 52,146 shares; 2025Q2: 55,955 shares; 2025Q3: 77,492 shares; 2025Q4: 82,527 shares; 2026Q1: 76,029 shares 76,029 $3.86M 0.24% -6,498 ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,964 shares; 2026Q1: 129,831 shares 129,831 $3.75M 0.23% +115,867 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: 50,499 shares; 2024Q4: 48,437 shares; 2025Q1: 57,011 shares; 2025Q2: 61,101 shares; 2025Q3: 61,194 shares; 2025Q4: 61,590 shares; 2026Q1: 76,833 shares 76,833 $3.71M 0.23% +15,243 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,986 shares; 2024Q4: 15,871 shares; 2025Q1: 15,897 shares; 2025Q2: 15,342 shares; 2025Q3: 15,684 shares; 2025Q4: 15,236 shares; 2026Q1: 12,280 shares 12,280 $3.71M 0.23% -2,956 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,028 shares; 2024Q4: 110,143 shares; 2025Q1: 99,677 shares; 2025Q2: 45,648 shares; 2025Q3: 42,350 shares; 2025Q4: 38,221 shares; 2026Q1: 36,681 shares 36,681 $3.67M 0.23% -1,540 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: 5,103 shares; 2024Q4: 4,961 shares; 2025Q1: 5,298 shares; 2025Q2: 5,801 shares; 2025Q3: 5,796 shares; 2025Q4: 5,694 shares; 2026Q1: 4,998 shares 4,998 $3.54M 0.22% -696 Timeline IVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,222 shares; 2024Q4: 33,191 shares; 2025Q1: 48,193 shares; 2025Q2: 93,641 shares; 2025Q3: 94,167 shares; 2025Q4: 99,130 shares; 2026Q1: 102,848 shares 102,848 $3.49M 0.21% +3,718 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: 9,257 shares; 2024Q4: 8,947 shares; 2025Q1: 11,215 shares; 2025Q2: 12,746 shares; 2025Q3: 14,684 shares; 2025Q4: 15,622 shares; 2026Q1: 15,797 shares 15,797 $3.43M 0.21% +175 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,737 shares; 2024Q4: 5,807 shares; 2025Q1: 5,856 shares; 2025Q2: 61,615 shares; 2025Q3: 66,544 shares; 2025Q4: 68,041 shares; 2026Q1: 67,320 shares 67,320 $3.42M 0.21% -721 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: 24,101 shares; 2024Q4: 24,159 shares; 2025Q1: 14,862 shares; 2025Q2: 14,793 shares; 2025Q3: 15,866 shares; 2025Q4: 15,904 shares; 2026Q1: 15,459 shares 15,459 $3.36M 0.21% -445 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: 16,700 shares; 2024Q4: 15,054 shares; 2025Q1: 21,432 shares; 2025Q2: 21,354 shares; 2025Q3: 31,764 shares; 2025Q4: 38,803 shares; 2026Q1: 33,647 shares 33,647 $3.35M 0.21% -5,156 Timeline JPIB 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: 47,063 shares; 2024Q4: 49,457 shares; 2025Q1: 56,333 shares; 2025Q2: 59,114 shares; 2025Q3: 65,176 shares; 2025Q4: 65,572 shares; 2026Q1: 68,616 shares 68,616 $3.28M 0.2% +3,044 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: 131,619 shares; 2024Q4: 127,781 shares; 2025Q1: 37,663 shares; 2025Q2: 35,073 shares; 2025Q3: 36,538 shares; 2025Q4: 28,573 shares; 2026Q1: 28,945 shares 28,945 $3.27M 0.2% +372 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: 19,897 shares; 2024Q4: 25,252 shares; 2025Q1: 28,592 shares; 2025Q2: 40,162 shares; 2025Q3: 64,216 shares; 2025Q4: 81,218 shares; 2026Q1: 95,113 shares 95,113 $3.27M 0.2% +13,895 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: 19,540 shares; 2024Q4: 14,069 shares; 2025Q1: 28,103 shares; 2025Q2: 55,297 shares; 2025Q3: 59,628 shares; 2025Q4: 61,751 shares; 2026Q1: 67,531 shares 67,531 $3.24M 0.2% +5,780 Timeline PATN PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 113,497 shares 113,497 $3.22M 0.2% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,825 shares; 2024Q4: 102,499 shares; 2025Q1: 35,248 shares; 2025Q2: 35,070 shares; 2025Q3: 35,370 shares; 2025Q4: 34,412 shares; 2026Q1: 34,293 shares 34,293 $3.1M 0.19% -119 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,393 shares; 2025Q1: 3,433 shares; 2025Q2: 3,439 shares; 2025Q3: 3,613 shares; 2025Q4: 3,608 shares; 2026Q1: 3,220 shares 3,220 $3.1M 0.19% -388 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: 41,900 shares; 2024Q4: 41,263 shares; 2025Q1: 32,654 shares; 2025Q2: 29,685 shares; 2025Q3: 52,833 shares; 2025Q4: 58,631 shares; 2026Q1: 55,422 shares 55,422 $3.08M 0.19% -3,209 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,877 shares; 2024Q4: 10,877 shares; 2025Q1: 10,877 shares; 2025Q2: 10,877 shares; 2025Q3: 10,877 shares; 2025Q4: 10,877 shares; 2026Q1: 10,877 shares 10,877 $3.06M 0.19% 0 Timeline FAX ABRDN ASIA PACIFIC INCOME FU More: the full row for ABRDN ASIA PACIFIC INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,421 shares; 2024Q4: 101,017 shares; 2025Q1: 173,799 shares; 2025Q2: 185,354 shares; 2025Q3: 188,644 shares; 2025Q4: 197,942 shares; 2026Q1: 211,914 shares 211,914 $3.06M 0.19% +13,972 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: not reported; 2024Q4: not reported; 2025Q1: 4,682 shares; 2025Q2: 6,991 shares; 2025Q3: 11,585 shares; 2025Q4: 12,848 shares; 2026Q1: 32,830 shares 32,830 $3.04M 0.19% +19,982 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: 171,960 shares; 2024Q4: 186,108 shares; 2025Q1: 166,147 shares; 2025Q2: 94,905 shares; 2025Q3: 103,747 shares; 2025Q4: 206,378 shares; 2026Q1: 48,553 shares 48,553 $2.97M 0.18% -157,825 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: 38,690 shares; 2024Q4: 39,504 shares; 2025Q1: 21,774 shares; 2025Q2: 20,320 shares; 2025Q3: 23,572 shares; 2025Q4: 24,271 shares; 2026Q1: 24,374 shares 24,374 $2.93M 0.18% +103 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,121 shares; 2024Q4: 17,118 shares; 2025Q1: 13,499 shares; 2025Q2: 12,859 shares; 2025Q3: 45,907 shares; 2025Q4: 39,499 shares; 2026Q1: 11,947 shares 11,947 $2.92M 0.18% -27,552 Timeline SPMD 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: 38,789 shares; 2024Q4: 37,653 shares; 2025Q1: 43,954 shares; 2025Q2: 46,596 shares; 2025Q3: 46,838 shares; 2025Q4: 48,436 shares; 2026Q1: 49,220 shares 49,220 $2.91M 0.18% +784 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: 8,666 shares; 2024Q4: 9,117 shares; 2025Q1: 7,944 shares; 2025Q2: 7,903 shares; 2025Q3: 7,295 shares; 2025Q4: 7,752 shares; 2026Q1: 7,728 shares 7,728 $2.87M 0.18% -24 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: 58,588 shares; 2024Q4: 71,320 shares; 2025Q1: 53,484 shares; 2025Q2: 49,585 shares; 2025Q3: 48,556 shares; 2025Q4: 34,810 shares; 2026Q1: 32,123 shares 32,123 $2.83M 0.17% -2,687 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: not reported; 2025Q4: 77,808 shares; 2026Q1: 20,747 shares 20,747 $2.82M 0.17% -57,061 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: 18,485 shares; 2024Q4: 16,980 shares; 2025Q1: 11,543 shares; 2025Q2: 13,326 shares; 2025Q3: 13,398 shares; 2025Q4: 13,339 shares; 2026Q1: 13,552 shares 13,552 $2.8M 0.17% +213 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: 6,061 shares; 2024Q4: 5,759 shares; 2025Q1: 8,194 shares; 2025Q2: 9,866 shares; 2025Q3: 10,247 shares; 2025Q4: 10,496 shares; 2026Q1: 10,947 shares 10,947 $2.72M 0.17% +451 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: 53,994 shares; 2024Q4: 54,443 shares; 2025Q1: 55,756 shares; 2025Q2: 55,985 shares; 2025Q3: 61,186 shares; 2025Q4: 61,219 shares; 2026Q1: 62,448 shares 62,448 $2.66M 0.16% +1,229 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: 65,626 shares; 2024Q4: 58,559 shares; 2025Q1: 54,039 shares; 2025Q2: 46,103 shares; 2025Q3: 49,326 shares; 2025Q4: 49,093 shares; 2026Q1: 53,875 shares 53,875 $2.63M 0.16% +4,782 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,736 shares; 2024Q4: 55,619 shares; 2025Q1: 58,389 shares; 2025Q2: 180,033 shares; 2025Q3: 235,644 shares; 2025Q4: 236,879 shares; 2026Q1: 240,389 shares 240,389 $2.6M 0.16% +3,510 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: 6,095 shares; 2024Q4: 6,219 shares; 2025Q1: 6,215 shares; 2025Q2: 6,349 shares; 2025Q3: 5,604 shares; 2025Q4: 5,598 shares; 2026Q1: 5,591 shares 5,591 $2.58M 0.16% -7 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: 10,326 shares; 2024Q4: 6,444 shares; 2025Q1: 7,733 shares; 2025Q2: 8,352 shares; 2025Q3: 8,146 shares; 2025Q4: 8,968 shares; 2026Q1: 8,161 shares 8,161 $2.53M 0.16% -807 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,094 shares; 2024Q4: 29,823 shares; 2025Q1: 27,016 shares; 2025Q2: 26,167 shares; 2025Q3: 26,167 shares; 2025Q4: 16,202 shares; 2026Q1: 16,195 shares 16,195 $2.52M 0.15% -7 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: 6,777 shares; 2024Q4: 7,138 shares; 2025Q1: 7,446 shares; 2025Q2: 13,565 shares; 2025Q3: 11,939 shares; 2025Q4: 11,321 shares; 2026Q1: 7,404 shares 7,404 $2.5M 0.15% -3,917 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239,227 shares; 2024Q4: 240,976 shares; 2025Q1: 246,046 shares; 2025Q2: 242,374 shares; 2025Q3: 244,078 shares; 2025Q4: 242,620 shares; 2026Q1: 242,656 shares 242,656 $2.5M 0.15% +36 Timeline TCAL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,854 shares; 2025Q3: 46,148 shares; 2025Q4: 55,357 shares; 2026Q1: 110,147 shares 110,147 $2.46M 0.15% +54,790 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: 9,237 shares; 2024Q4: 8,838 shares; 2025Q1: 6,607 shares; 2025Q2: 6,421 shares; 2025Q3: 6,681 shares; 2025Q4: 6,976 shares; 2026Q1: 5,749 shares 5,749 $2.45M 0.15% -1,227 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: 26,379 shares; 2024Q4: 8,452 shares; 2025Q1: 12,385 shares; 2025Q2: 13,414 shares; 2025Q3: 15,083 shares; 2025Q4: 33,468 shares; 2026Q1: 29,621 shares 29,621 $2.45M 0.15% -3,847 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,583 shares; 2024Q4: 122,723 shares; 2025Q1: 86,323 shares; 2025Q2: 85,136 shares; 2025Q3: 82,916 shares; 2025Q4: 82,893 shares; 2026Q1: 79,825 shares 79,825 $2.43M 0.15% -3,068 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,031 shares; 2024Q4: 9,375 shares; 2025Q1: 9,222 shares; 2025Q2: 8,572 shares; 2025Q3: 10,572 shares; 2025Q4: 12,246 shares; 2026Q1: 12,256 shares 12,256 $2.43M 0.15% +10 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,798 shares 38,798 $2.41M 0.15% new 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: 44,638 shares; 2024Q4: 44,369 shares; 2025Q1: 21,477 shares; 2025Q2: 19,967 shares; 2025Q3: 19,056 shares; 2025Q4: 20,151 shares; 2026Q1: 22,602 shares 22,602 $2.4M 0.15% +2,451 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: 240,144 shares; 2024Q4: 483,118 shares; 2025Q1: 341,341 shares; 2025Q2: 342,245 shares; 2025Q3: 304,627 shares; 2025Q4: 242,866 shares; 2026Q1: 95,910 shares 95,910 $2.39M 0.15% -146,956 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,958 shares; 2024Q4: 6,883 shares; 2025Q1: 4,676 shares; 2025Q2: 4,688 shares; 2025Q3: 4,706 shares; 2025Q4: 4,685 shares; 2026Q1: 4,771 shares 4,771 $2.38M 0.15% +86 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: 28,378 shares; 2024Q4: 30,804 shares; 2025Q1: 35,883 shares; 2025Q2: 44,856 shares; 2025Q3: 48,201 shares; 2025Q4: 45,800 shares; 2026Q1: 47,979 shares 47,979 $2.35M 0.14% +2,179 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,268 shares; 2024Q4: 134,331 shares; 2025Q1: 110,646 shares; 2025Q2: 104,876 shares; 2025Q3: 90,121 shares; 2025Q4: 61,889 shares; 2026Q1: 42,856 shares 42,856 $2.34M 0.14% -19,033 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: 7,391 shares; 2024Q4: 6,311 shares; 2025Q1: 6,298 shares; 2025Q2: 13,688 shares; 2025Q3: 15,536 shares; 2025Q4: 16,048 shares; 2026Q1: 16,174 shares 16,174 $2.3M 0.14% +126 Timeline IJUL 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: 77,052 shares; 2024Q4: 78,934 shares; 2025Q1: 79,214 shares; 2025Q2: 74,345 shares; 2025Q3: 67,926 shares; 2025Q4: 67,701 shares; 2026Q1: 67,701 shares 67,701 $2.28M 0.14% 0 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: 23,317 shares; 2024Q4: 22,444 shares; 2025Q1: 26,298 shares; 2025Q2: 75,896 shares; 2025Q3: 73,646 shares; 2025Q4: 63,381 shares; 2026Q1: 62,922 shares 62,922 $2.28M 0.14% -459 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,548 shares; 2024Q4: 68,407 shares; 2025Q1: 79,545 shares; 2025Q2: 83,324 shares; 2025Q3: 79,911 shares; 2025Q4: 83,373 shares; 2026Q1: 91,988 shares 91,988 $2.28M 0.14% +8,615 Timeline TECL 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: 24,764 shares; 2024Q4: 24,730 shares; 2025Q1: 24,730 shares; 2025Q2: 20,839 shares; 2025Q3: 21,031 shares; 2025Q4: 23,348 shares; 2026Q1: 26,065 shares 26,065 $2.26M 0.14% +2,717 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: 111,559 shares; 2024Q4: 53,049 shares; 2025Q1: 71,949 shares; 2025Q2: 68,393 shares; 2025Q3: 66,749 shares; 2025Q4: 71,621 shares; 2026Q1: 79,811 shares 79,811 $2.24M 0.14% +8,190 Timeline EJUL 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: 83,043 shares; 2024Q4: 85,177 shares; 2025Q1: 85,871 shares; 2025Q2: 84,285 shares; 2025Q3: 76,865 shares; 2025Q4: 74,306 shares; 2026Q1: 74,306 shares 74,306 $2.22M 0.14% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,558 shares; 2024Q4: 6,922 shares; 2025Q1: 8,100 shares; 2025Q2: 8,053 shares; 2025Q3: 8,876 shares; 2025Q4: 8,244 shares; 2026Q1: 24,126 shares 24,126 $2.21M 0.14% +15,882 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,922 shares; 2024Q4: 42,338 shares; 2025Q1: 314,049 shares; 2025Q2: 189,305 shares; 2025Q3: 199,917 shares; 2025Q4: 209,681 shares; 2026Q1: 44,020 shares 44,020 $2.2M 0.13% -165,661 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: 9,829 shares; 2024Q4: 9,509 shares; 2025Q1: 8,716 shares; 2025Q2: 8,254 shares; 2025Q3: 7,828 shares; 2025Q4: 7,261 shares; 2026Q1: 7,043 shares 7,043 $2.19M 0.13% -218 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: 14,074 shares; 2024Q4: 13,890 shares; 2025Q1: 15,707 shares; 2025Q2: 15,726 shares; 2025Q3: 15,355 shares; 2025Q4: 13,635 shares; 2026Q1: 11,432 shares 11,432 $2.17M 0.13% -2,203 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,610 shares; 2024Q4: 24,835 shares; 2025Q1: 24,647 shares; 2025Q2: 24,080 shares; 2025Q3: 24,687 shares; 2025Q4: 22,861 shares; 2026Q1: 22,407 shares 22,407 $2.17M 0.13% -454 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: 84,880 shares; 2024Q4: 64,406 shares; 2025Q1: 59,163 shares; 2025Q2: 58,896 shares; 2025Q3: 57,020 shares; 2025Q4: 4,881 shares; 2026Q1: 4,940 shares 4,940 $2.16M 0.13% +59 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: 6,043 shares; 2024Q4: 7,047 shares; 2025Q1: 6,291 shares; 2025Q2: 6,301 shares; 2025Q3: 6,273 shares; 2025Q4: 6,068 shares; 2026Q1: 6,123 shares 6,123 $2.15M 0.13% +55 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares 3 $2.15M 0.13% 0 Timeline ONEV 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: 21,414 shares; 2024Q4: 22,444 shares; 2025Q1: 13,244 shares; 2025Q2: 14,025 shares; 2025Q3: 14,605 shares; 2025Q4: 15,541 shares; 2026Q1: 15,920 shares 15,920 $2.14M 0.13% +379 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: 26,889 shares; 2024Q4: 27,428 shares; 2025Q1: 19,081 shares; 2025Q2: 18,435 shares; 2025Q3: 17,539 shares; 2025Q4: 14,445 shares; 2026Q1: 14,489 shares 14,489 $2.12M 0.13% +44 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: 105,717 shares; 2024Q4: 103,441 shares; 2025Q1: 75,658 shares; 2025Q2: 59,070 shares; 2025Q3: 51,181 shares; 2025Q4: 50,786 shares; 2026Q1: 37,415 shares 37,415 $2.12M 0.13% -13,371 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: 96,155 shares; 2024Q4: 44,118 shares; 2025Q1: 26,136 shares; 2025Q2: 17,254 shares; 2025Q3: 15,184 shares; 2025Q4: 12,483 shares; 2026Q1: 14,472 shares 14,472 $2.12M 0.13% +1,989 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: 16,071 shares; 2024Q4: 14,421 shares; 2025Q1: 14,958 shares; 2025Q2: 12,709 shares; 2025Q3: 14,377 shares; 2025Q4: 14,731 shares; 2026Q1: 13,071 shares 13,071 $2.11M 0.13% -1,660 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,768 shares; 2024Q4: 15,196 shares; 2025Q1: 14,835 shares; 2025Q2: 14,774 shares; 2025Q3: 14,447 shares; 2025Q4: 14,126 shares; 2026Q1: 13,198 shares 13,198 $2.09M 0.13% -928 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,686 shares; 2024Q4: 14,707 shares; 2025Q1: 15,361 shares; 2025Q2: 12,807 shares; 2025Q3: 13,135 shares; 2025Q4: 12,543 shares; 2026Q1: 11,310 shares 11,310 $2.08M 0.13% -1,233 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: 32,001 shares; 2024Q4: 20,233 shares; 2025Q1: 12,844 shares; 2025Q2: 12,139 shares; 2025Q3: 11,884 shares; 2025Q4: 4,865 shares; 2026Q1: 26,741 shares 26,741 $2.05M 0.13% +21,876 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: 60,657 shares; 2024Q4: 33,909 shares; 2025Q1: 28,740 shares; 2025Q2: 29,079 shares; 2025Q3: 28,089 shares; 2025Q4: 25,649 shares; 2026Q1: 16,442 shares 16,442 $2.04M 0.13% -9,207 Timeline HEQT 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: 157,318 shares; 2024Q4: 167,167 shares; 2025Q1: 140,793 shares; 2025Q2: 54,497 shares; 2025Q3: 60,127 shares; 2025Q4: 62,780 shares; 2026Q1: 64,512 shares 64,512 $2.03M 0.12% +1,732 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,897 shares; 2024Q4: 78,170 shares; 2025Q1: 49,224 shares; 2025Q2: 49,224 shares; 2025Q3: 48,648 shares; 2025Q4: 48,155 shares; 2026Q1: 50,428 shares 50,428 $2.02M 0.12% +2,273 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: 22,225 shares; 2024Q4: 19,810 shares; 2025Q1: 19,306 shares; 2025Q2: 19,801 shares; 2025Q3: 20,963 shares; 2025Q4: 20,947 shares; 2026Q1: 20,621 shares 20,621 $2.01M 0.12% -326 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: 25,670 shares; 2024Q4: 25,030 shares; 2025Q1: 23,966 shares; 2025Q2: 23,436 shares; 2025Q3: 25,110 shares; 2025Q4: 25,401 shares; 2026Q1: 26,075 shares 26,075 $1.98M 0.12% +674 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: 5,364 shares; 2024Q4: 5,229 shares; 2025Q1: 53,295 shares; 2025Q2: 5,111 shares; 2025Q3: 6,827 shares; 2025Q4: 6,828 shares; 2026Q1: 8,156 shares 8,156 $1.98M 0.12% +1,328 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,329 shares; 2024Q4: 6,879 shares; 2025Q1: 8,605 shares; 2025Q2: 12,055 shares; 2025Q3: 19,807 shares; 2025Q4: 23,672 shares; 2026Q1: 25,610 shares 25,610 $1.98M 0.12% +1,938 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,414 shares; 2024Q4: 2,475 shares; 2025Q1: 2,727 shares; 2025Q2: 2,646 shares; 2025Q3: 2,754 shares; 2025Q4: 2,752 shares; 2026Q1: 3,177 shares 3,177 $1.96M 0.12% +425 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: 23,737 shares; 2024Q4: 23,293 shares; 2025Q1: 23,082 shares; 2025Q2: 23,865 shares; 2025Q3: 25,227 shares; 2025Q4: 25,734 shares; 2026Q1: 4,203 shares 4,203 $1.95M 0.12% -21,531 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: 7,289 shares; 2024Q4: 6,802 shares; 2025Q1: 6,543 shares; 2025Q2: 6,008 shares; 2025Q3: 8,255 shares; 2025Q4: 8,555 shares; 2026Q1: 9,717 shares 9,717 $1.93M 0.12% +1,162 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: 63,313 shares; 2024Q4: 76,804 shares; 2025Q1: 14,117 shares; 2025Q2: 13,921 shares; 2025Q3: 15,196 shares; 2025Q4: 14,281 shares; 2026Q1: 17,268 shares 17,268 $1.92M 0.12% +2,987 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: 26,033 shares; 2024Q4: 15,548 shares; 2025Q1: 15,583 shares; 2025Q2: 15,339 shares; 2025Q3: 15,826 shares; 2025Q4: 15,005 shares; 2026Q1: 14,492 shares 14,492 $1.92M 0.12% -513 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,870 shares; 2024Q4: 8,002 shares; 2025Q1: 9,309 shares; 2025Q2: 10,276 shares; 2025Q3: 11,249 shares; 2025Q4: 11,287 shares; 2026Q1: 7,372 shares 7,372 $1.9M 0.12% -3,915 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: 401,735 shares; 2024Q4: 380,666 shares; 2025Q1: 184,332 shares; 2025Q2: 159,928 shares; 2025Q3: 181,933 shares; 2025Q4: 197,058 shares; 2026Q1: 29,508 shares 29,508 $1.89M 0.12% -167,550 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: 35,003 shares; 2024Q4: 34,569 shares; 2025Q1: 22,664 shares; 2025Q2: 22,664 shares; 2025Q3: 39,946 shares; 2025Q4: 37,946 shares; 2026Q1: 37,747 shares 37,747 $1.88M 0.12% -199 Timeline ACWV 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: 18,251 shares; 2024Q4: 18,520 shares; 2025Q1: 18,393 shares; 2025Q2: 17,391 shares; 2025Q3: 16,186 shares; 2025Q4: 15,731 shares; 2026Q1: 15,614 shares 15,614 $1.87M 0.11% -117 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: 15,150 shares; 2024Q4: 14,672 shares; 2025Q1: 10,887 shares; 2025Q2: 10,242 shares; 2025Q3: 9,709 shares; 2025Q4: 9,448 shares; 2026Q1: 9,596 shares 9,596 $1.85M 0.11% +148 Timeline CALF 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: 103,519 shares; 2024Q4: 104,916 shares; 2025Q1: 50,740 shares; 2025Q2: 47,766 shares; 2025Q3: 55,730 shares; 2025Q4: 59,974 shares; 2026Q1: 40,679 shares 40,679 $1.83M 0.11% -19,295 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: 41,395 shares; 2024Q4: 48,840 shares; 2025Q1: 47,552 shares; 2025Q2: 48,534 shares; 2025Q3: 45,884 shares; 2025Q4: 23,377 shares; 2026Q1: 21,984 shares 21,984 $1.82M 0.11% -1,393 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: 126,740 shares; 2024Q4: 141,614 shares; 2025Q1: 133,877 shares; 2025Q2: 126,974 shares; 2025Q3: 141,208 shares; 2025Q4: 154,351 shares; 2026Q1: 23,538 shares 23,538 $1.82M 0.11% -130,813 Timeline QTOP ISHARES 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: 8,346 shares; 2025Q1: 31,318 shares; 2025Q2: 45,883 shares; 2025Q3: 46,548 shares; 2025Q4: 51,166 shares; 2026Q1: 60,402 shares 60,402 $1.81M 0.11% +9,236 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,415 shares; 2024Q4: 59,482 shares; 2025Q1: 59,550 shares; 2025Q2: 58,541 shares; 2025Q3: 61,849 shares; 2025Q4: 61,986 shares; 2026Q1: 61,039 shares 61,039 $1.8M 0.11% -947 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: 40,967 shares; 2024Q4: 37,927 shares; 2025Q1: 35,752 shares; 2025Q2: 35,239 shares; 2025Q3: 37,157 shares; 2025Q4: 36,076 shares; 2026Q1: 35,575 shares 35,575 $1.79M 0.11% -501 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: 13,878 shares; 2024Q4: 12,703 shares; 2025Q1: 11,260 shares; 2025Q2: 10,524 shares; 2025Q3: 10,552 shares; 2025Q4: 10,236 shares; 2026Q1: 10,703 shares 10,703 $1.77M 0.11% +467 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,280 shares; 2024Q4: 25,421 shares; 2025Q1: 25,486 shares; 2025Q2: 25,566 shares; 2025Q3: 25,400 shares; 2025Q4: 25,439 shares; 2026Q1: 25,539 shares 25,539 $1.77M 0.11% +100 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,520 shares; 2024Q4: 52,232 shares; 2025Q1: 52,573 shares; 2025Q2: 49,468 shares; 2025Q3: 51,208 shares; 2025Q4: 50,831 shares; 2026Q1: 50,846 shares 50,846 $1.73M 0.11% +15 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,909 shares; 2024Q4: 47,316 shares; 2025Q1: 40,358 shares; 2025Q2: 39,709 shares; 2025Q3: 39,710 shares; 2025Q4: 35,366 shares; 2026Q1: 35,361 shares 35,361 $1.72M 0.11% -5 Timeline DWM 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: 16,985 shares; 2024Q4: 17,491 shares; 2025Q1: 20,340 shares; 2025Q2: 21,312 shares; 2025Q3: 23,258 shares; 2025Q4: 21,221 shares; 2026Q1: 24,416 shares 24,416 $1.71M 0.1% +3,195 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,242 shares; 2024Q4: 25,752 shares; 2025Q1: 26,034 shares; 2025Q2: 25,878 shares; 2025Q3: 23,661 shares; 2025Q4: 24,009 shares; 2026Q1: 24,037 shares 24,037 $1.69M 0.1% +28 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: 51,749 shares; 2024Q4: 45,127 shares; 2025Q1: 41,283 shares; 2025Q2: 32,850 shares; 2025Q3: 39,755 shares; 2025Q4: 35,741 shares; 2026Q1: 35,736 shares 35,736 $1.68M 0.1% -5 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,296 shares; 2024Q4: 14,009 shares; 2025Q1: 15,553 shares; 2025Q2: 16,897 shares; 2025Q3: 18,524 shares; 2025Q4: 16,242 shares; 2026Q1: 17,288 shares 17,288 $1.62M 0.1% +1,046 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: 50,021 shares; 2024Q4: 49,152 shares; 2025Q1: 29,180 shares; 2025Q2: 29,841 shares; 2025Q3: 24,912 shares; 2025Q4: 18,058 shares; 2026Q1: 22,051 shares 22,051 $1.62M 0.1% +3,993 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: 4,496 shares; 2024Q4: 1,893 shares; 2025Q1: 2,009 shares; 2025Q2: 2,099 shares; 2025Q3: 2,135 shares; 2025Q4: 5,030 shares; 2026Q1: 4,918 shares 4,918 $1.62M 0.1% -112 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,177 shares; 2024Q4: 4,409 shares; 2025Q1: 4,419 shares; 2025Q2: 4,533 shares; 2025Q3: 4,772 shares; 2025Q4: 4,331 shares; 2026Q1: 4,902 shares 4,902 $1.61M 0.1% +571 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: 6,249 shares; 2024Q4: 5,648 shares; 2025Q1: 5,178 shares; 2025Q2: 5,309 shares; 2025Q3: 5,023 shares; 2025Q4: 5,139 shares; 2026Q1: 5,309 shares 5,309 $1.61M 0.1% +170 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: 3,450 shares; 2024Q4: 2,485 shares; 2025Q1: 3,114 shares; 2025Q2: 4,687 shares; 2025Q3: 5,622 shares; 2025Q4: 5,452 shares; 2026Q1: 5,895 shares 5,895 $1.6M 0.1% +443 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: 24,134 shares; 2024Q4: 22,198 shares; 2025Q1: 21,644 shares; 2025Q2: 21,289 shares; 2025Q3: 24,568 shares; 2025Q4: 24,741 shares; 2026Q1: 26,158 shares 26,158 $1.59M 0.1% +1,417 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: 2,153 shares; 2024Q4: 2,861 shares; 2025Q1: 5,985 shares; 2025Q2: 2,944 shares; 2025Q3: 3,029 shares; 2025Q4: 4,915 shares; 2026Q1: 4,897 shares 4,897 $1.57M 0.1% -18 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,866 shares; 2024Q4: 60,159 shares; 2025Q1: 62,787 shares; 2025Q2: 78,260 shares; 2025Q3: 80,615 shares; 2025Q4: 75,879 shares; 2026Q1: 67,735 shares 67,735 $1.56M 0.1% -8,144 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: 160,661 shares; 2024Q4: 171,083 shares; 2025Q1: 176,586 shares; 2025Q2: 19,832 shares; 2025Q3: 30,201 shares; 2025Q4: 31,263 shares; 2026Q1: 17,004 shares 17,004 $1.56M 0.1% -14,259 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: 6,204 shares; 2024Q4: 5,885 shares; 2025Q1: 13,242 shares; 2025Q2: 13,860 shares; 2025Q3: 15,561 shares; 2025Q4: 15,848 shares; 2026Q1: 14,047 shares 14,047 $1.56M 0.1% -1,801 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: 4,652 shares; 2024Q4: 4,929 shares; 2025Q1: 3,908 shares; 2025Q2: 5,359 shares; 2025Q3: 5,764 shares; 2025Q4: 5,565 shares; 2026Q1: 5,395 shares 5,395 $1.53M 0.09% -170 Timeline ZJUL 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: 46,501 shares; 2024Q4: 46,432 shares; 2025Q1: 44,046 shares; 2025Q2: 52,762 shares; 2025Q3: 55,197 shares; 2025Q4: 54,531 shares; 2026Q1: 52,323 shares 52,323 $1.52M 0.09% -2,208 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: 5,835 shares; 2024Q4: 5,576 shares; 2025Q1: 5,560 shares; 2025Q2: 4,690 shares; 2025Q3: 5,075 shares; 2025Q4: 4,772 shares; 2026Q1: 4,445 shares 4,445 $1.52M 0.09% -327 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: 31,465 shares; 2024Q4: 27,459 shares; 2025Q1: 28,929 shares; 2025Q2: 28,980 shares; 2025Q3: 24,895 shares; 2025Q4: 24,602 shares; 2026Q1: 22,752 shares 22,752 $1.5M 0.09% -1,850 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,197 shares; 2024Q4: 1,343 shares; 2025Q1: 1,043 shares; 2025Q2: 1,161 shares; 2025Q3: 1,411 shares; 2025Q4: 1,556 shares; 2026Q1: 1,715 shares 1,715 $1.5M 0.09% +159 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,528 shares; 2024Q4: 6,527 shares; 2025Q1: 6,116 shares; 2025Q2: 6,047 shares; 2025Q3: 5,689 shares; 2025Q4: 5,608 shares; 2026Q1: 5,560 shares 5,560 $1.48M 0.09% -48 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: 16,754 shares; 2024Q4: 17,352 shares; 2025Q1: 18,082 shares; 2025Q2: 18,993 shares; 2025Q3: 19,437 shares; 2025Q4: 22,734 shares; 2026Q1: 22,743 shares 22,743 $1.47M 0.09% +9 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: 8,004 shares; 2024Q4: 8,208 shares; 2025Q1: 8,944 shares; 2025Q2: 5,980 shares; 2025Q3: 5,222 shares; 2025Q4: 4,254 shares; 2026Q1: 4,357 shares 4,357 $1.47M 0.09% +103 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 80,383 shares; 2025Q1: 76,033 shares; 2025Q2: 73,318 shares; 2025Q3: 26,600 shares; 2025Q4: 43,377 shares; 2026Q1: 42,875 shares 42,875 $1.47M 0.09% -502 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,612 shares; 2024Q4: 21,935 shares; 2025Q1: 22,085 shares; 2025Q2: 21,119 shares; 2025Q3: 19,702 shares; 2025Q4: 19,731 shares; 2026Q1: 17,473 shares 17,473 $1.46M 0.09% -2,258 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,077 shares; 2024Q4: 16,064 shares; 2025Q1: 15,581 shares; 2025Q2: 16,246 shares; 2025Q3: 16,139 shares; 2025Q4: 16,815 shares; 2026Q1: 19,459 shares 19,459 $1.46M 0.09% +2,644 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: 9,086 shares; 2024Q4: 8,222 shares; 2025Q1: 8,124 shares; 2025Q2: 7,713 shares; 2025Q3: 9,243 shares; 2025Q4: 9,289 shares; 2026Q1: 9,383 shares 9,383 $1.46M 0.09% +94 Timeline MDYV 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: 19,278 shares; 2024Q4: 18,878 shares; 2025Q1: 18,261 shares; 2025Q2: 18,490 shares; 2025Q3: 18,426 shares; 2025Q4: 17,652 shares; 2026Q1: 16,962 shares 16,962 $1.44M 0.09% -690 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: 6,010 shares; 2024Q4: 6,175 shares; 2025Q1: 5,206 shares; 2025Q2: 5,046 shares; 2025Q3: 5,251 shares; 2025Q4: 4,950 shares; 2026Q1: 4,328 shares 4,328 $1.42M 0.09% -622 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: 30,190 shares; 2025Q2: 30,503 shares; 2025Q3: 26,240 shares; 2025Q4: 25,735 shares; 2026Q1: 28,725 shares 28,725 $1.42M 0.09% +2,990 Timeline EQTY VALUED ADVISERS TR More: the full row for VALUED ADVISERS 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: 54,536 shares 54,536 $1.39M 0.09% new Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,618 shares; 2024Q4: 26,844 shares; 2025Q1: 28,912 shares; 2025Q2: 32,457 shares; 2025Q3: 39,098 shares; 2025Q4: 39,255 shares; 2026Q1: 39,202 shares 39,202 $1.38M 0.08% -53 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: 11,653 shares; 2024Q4: 11,648 shares; 2025Q1: 11,652 shares; 2025Q2: 11,503 shares; 2025Q3: 11,140 shares; 2025Q4: 10,917 shares; 2026Q1: 10,976 shares 10,976 $1.37M 0.08% +59 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: 21,354 shares; 2024Q4: 18,246 shares; 2025Q1: 16,972 shares; 2025Q2: 15,627 shares; 2025Q3: 18,665 shares; 2025Q4: 17,129 shares; 2026Q1: 17,693 shares 17,693 $1.37M 0.08% +564 Timeline IPKW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,508 shares; 2024Q4: 35,580 shares; 2025Q1: 29,614 shares; 2025Q2: 25,134 shares; 2025Q3: 24,720 shares; 2025Q4: 25,759 shares; 2026Q1: 24,334 shares 24,334 $1.37M 0.08% -1,425 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,010 shares; 2024Q4: 3,196 shares; 2025Q1: 1,356 shares; 2025Q2: 1,575 shares; 2025Q3: 1,763 shares; 2025Q4: 1,562 shares; 2026Q1: 5,021 shares 5,021 $1.37M 0.08% +3,459 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: 22,816 shares; 2024Q4: 24,690 shares; 2025Q1: 21,380 shares; 2025Q2: 21,390 shares; 2025Q3: 21,790 shares; 2025Q4: 21,788 shares; 2026Q1: 24,074 shares 24,074 $1.37M 0.08% +2,286 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: 21,390 shares; 2024Q4: 19,440 shares; 2025Q1: 15,807 shares; 2025Q2: 15,612 shares; 2025Q3: 15,201 shares; 2025Q4: 14,317 shares; 2026Q1: 13,967 shares 13,967 $1.35M 0.08% -350 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: 2,458 shares; 2024Q4: 2,957 shares; 2025Q1: 2,983 shares; 2025Q2: 2,872 shares; 2025Q3: 3,103 shares; 2025Q4: 3,292 shares; 2026Q1: 3,350 shares 3,350 $1.31M 0.08% +58 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,032 shares; 2024Q4: 89,169 shares; 2025Q1: 83,757 shares; 2025Q2: 78,257 shares; 2025Q3: 74,778 shares; 2025Q4: 70,086 shares; 2026Q1: 69,207 shares 69,207 $1.31M 0.08% -879 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: 10,626 shares; 2024Q4: 8,704 shares; 2025Q1: 7,761 shares; 2025Q2: 7,710 shares; 2025Q3: 8,012 shares; 2025Q4: 7,749 shares; 2026Q1: 7,855 shares 7,855 $1.29M 0.08% +106 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,434 shares; 2024Q4: 8,393 shares; 2025Q1: 8,393 shares; 2025Q2: 8,421 shares; 2025Q3: 8,421 shares; 2025Q4: 8,421 shares; 2026Q1: 8,428 shares 8,428 $1.29M 0.08% +7 Timeline WISE THEMES ETF TR More: the full row for THEMES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,094 shares; 2024Q4: 26,965 shares; 2025Q1: 29,403 shares; 2025Q2: 32,321 shares; 2025Q3: 32,812 shares; 2025Q4: 36,445 shares; 2026Q1: 39,690 shares 39,690 $1.28M 0.08% +3,245 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: 4,815 shares; 2024Q4: 5,158 shares; 2025Q1: 5,058 shares; 2025Q2: 5,256 shares; 2025Q3: 5,339 shares; 2025Q4: 5,049 shares; 2026Q1: 5,625 shares 5,625 $1.27M 0.08% +576 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: 65,565 shares; 2024Q4: 60,956 shares; 2025Q1: 50,660 shares; 2025Q2: 48,340 shares; 2025Q3: 44,769 shares; 2025Q4: 42,581 shares; 2026Q1: 43,569 shares 43,569 $1.26M 0.08% +988 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: 4,200 shares; 2024Q4: 4,220 shares; 2025Q1: 4,730 shares; 2025Q2: 4,730 shares; 2025Q3: 4,830 shares; 2025Q4: 4,280 shares; 2026Q1: 4,480 shares 4,480 $1.26M 0.08% +200 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,472 shares; 2024Q4: 29,343 shares; 2025Q1: 19,863 shares; 2025Q2: 23,508 shares; 2025Q3: 16,221 shares; 2025Q4: 13,824 shares; 2026Q1: 13,157 shares 13,157 $1.26M 0.08% -667 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,963 shares; 2026Q1: 12,664 shares 12,664 $1.22M 0.07% +4,701 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: 141,090 shares; 2024Q4: 140,987 shares; 2025Q1: 57,327 shares; 2025Q2: 20,858 shares; 2025Q3: 20,435 shares; 2025Q4: 23,599 shares; 2026Q1: 17,893 shares 17,893 $1.22M 0.07% -5,706 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: 6,593 shares; 2024Q4: 6,419 shares; 2025Q1: 6,090 shares; 2025Q2: 7,481 shares; 2025Q3: 7,455 shares; 2025Q4: 7,535 shares; 2026Q1: 3,284 shares 3,284 $1.22M 0.07% -4,251 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,505 shares; 2025Q1: not reported; 2025Q2: 3,189 shares; 2025Q3: 1,872 shares; 2025Q4: not reported; 2026Q1: 15,156 shares 15,156 $1.21M 0.07% new 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: 5,327 shares; 2024Q4: 8,353 shares; 2025Q1: 11,935 shares; 2025Q2: 73,200 shares; 2025Q3: 76,210 shares; 2025Q4: 16,334 shares; 2026Q1: 16,737 shares 16,737 $1.2M 0.07% +403 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: 11,250 shares; 2024Q4: 9,274 shares; 2025Q1: 8,667 shares; 2025Q2: 9,150 shares; 2025Q3: 8,905 shares; 2025Q4: 8,351 shares; 2026Q1: 8,167 shares 8,167 $1.2M 0.07% -184 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,563 shares; 2024Q4: 10,524 shares; 2025Q1: 10,524 shares; 2025Q2: 10,265 shares; 2025Q3: 10,240 shares; 2025Q4: 10,107 shares; 2026Q1: 9,886 shares 9,886 $1.19M 0.07% -221 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: 18,161 shares; 2024Q4: 19,393 shares; 2025Q1: 17,369 shares; 2025Q2: 16,181 shares; 2025Q3: 15,320 shares; 2025Q4: 13,938 shares; 2026Q1: 12,806 shares 12,806 $1.19M 0.07% -1,132 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,842 shares; 2024Q4: 43,442 shares; 2025Q1: 35,668 shares; 2025Q2: 35,268 shares; 2025Q3: 26,870 shares; 2025Q4: 20,796 shares; 2026Q1: 20,796 shares 20,796 $1.17M 0.07% 0 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,007 shares; 2024Q4: 94,448 shares; 2025Q1: 8,348 shares; 2025Q2: 8,292 shares; 2025Q3: 29,194 shares; 2025Q4: 26,135 shares; 2026Q1: 25,439 shares 25,439 $1.17M 0.07% -696 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: 9,339 shares; 2024Q4: 8,858 shares; 2025Q1: 13,173 shares; 2025Q2: 6,306 shares; 2025Q3: 5,781 shares; 2025Q4: 5,644 shares; 2026Q1: 5,726 shares 5,726 $1.16M 0.07% +82 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,684 shares; 2024Q4: 30,970 shares; 2025Q1: 30,946 shares; 2025Q2: 30,946 shares; 2025Q3: 18,472 shares; 2025Q4: 14,822 shares; 2026Q1: 10,735 shares 10,735 $1.16M 0.07% -4,087 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,465 shares; 2024Q4: 86,037 shares; 2025Q1: 37,853 shares; 2025Q2: 37,853 shares; 2025Q3: 35,073 shares; 2025Q4: 32,812 shares; 2026Q1: 29,023 shares 29,023 $1.16M 0.07% -3,789 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: 15,549 shares; 2024Q4: 26,917 shares; 2025Q1: 30,078 shares; 2025Q2: 22,808 shares; 2025Q3: 20,729 shares; 2025Q4: 19,739 shares; 2026Q1: 18,004 shares 18,004 $1.15M 0.07% -1,735 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,781 shares; 2024Q4: 3,795 shares; 2025Q1: 2,327 shares; 2025Q2: 2,406 shares; 2025Q3: 2,426 shares; 2025Q4: 2,117 shares; 2026Q1: 2,316 shares 2,316 $1.14M 0.07% +199 Timeline KSPY KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,549 shares; 2025Q4: 34,916 shares; 2026Q1: 41,315 shares 41,315 $1.13M 0.07% +6,399 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,841 shares; 2024Q4: 41,022 shares; 2025Q1: 41,022 shares; 2025Q2: 37,975 shares; 2025Q3: 33,371 shares; 2025Q4: 33,371 shares; 2026Q1: 33,371 shares 33,371 $1.13M 0.07% 0 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: 69,019 shares; 2026Q1: 67,236 shares 67,236 $1.12M 0.07% -1,783 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,645 shares; 2024Q4: 3,184 shares; 2025Q1: 3,204 shares; 2025Q2: 1,915 shares; 2025Q3: 2,156 shares; 2025Q4: 1,991 shares; 2026Q1: 1,996 shares 1,996 $1.1M 0.07% +5 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,282 shares; 2024Q4: 10,843 shares; 2025Q1: 10,511 shares; 2025Q2: 10,353 shares; 2025Q3: 11,359 shares; 2025Q4: 11,526 shares; 2026Q1: 12,178 shares 12,178 $1.07M 0.07% +652 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,795 shares; 2024Q4: 9,867 shares; 2025Q1: 9,870 shares; 2025Q2: 10,130 shares; 2025Q3: 10,132 shares; 2025Q4: 10,204 shares; 2026Q1: 10,217 shares 10,217 $1.04M 0.06% +13 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,511 shares; 2024Q4: 4,503 shares; 2025Q1: 3,851 shares; 2025Q2: 3,541 shares; 2025Q3: 3,668 shares; 2025Q4: 3,408 shares; 2026Q1: 3,264 shares 3,264 $1.04M 0.06% -144 Timeline ORLA ORLA MNG LTD NEW More: the full row for ORLA MNG LTD NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,000 shares; 2024Q4: 50,185 shares; 2025Q1: 36,185 shares; 2025Q2: 89,185 shares; 2025Q3: 81,185 shares; 2025Q4: 81,185 shares; 2026Q1: 64,185 shares 64,185 $1.04M 0.06% -17,000 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,340 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,407 shares; 2026Q1: 4,603 shares 4,603 $1.03M 0.06% +196 Timeline DFAX 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: 33,476 shares; 2024Q4: 30,599 shares; 2025Q1: 30,599 shares; 2025Q2: 30,241 shares; 2025Q3: 30,241 shares; 2025Q4: 30,172 shares; 2026Q1: 30,172 shares 30,172 $1.02M 0.06% 0 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,101 shares; 2025Q1: 4,716 shares; 2025Q2: 5,132 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,816 shares 5,816 $1.02M 0.06% new Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,285 shares; 2026Q1: 8,994 shares 8,994 $996K 0.06% -2,291 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: 38,559 shares; 2024Q4: 37,707 shares; 2025Q1: 18,647 shares; 2025Q2: 5,106 shares; 2025Q3: 5,088 shares; 2025Q4: 5,108 shares; 2026Q1: 4,660 shares 4,660 $984K 0.06% -448 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,446 shares; 2024Q4: 1,828 shares; 2025Q1: 2,161 shares; 2025Q2: 2,162 shares; 2025Q3: 2,204 shares; 2025Q4: 3,300 shares; 2026Q1: 2,951 shares 2,951 $965K 0.06% -349 Timeline FDEM 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: 30,770 shares; 2025Q1: 29,780 shares; 2025Q2: 29,337 shares; 2025Q3: 31,893 shares; 2025Q4: 30,455 shares; 2026Q1: 30,484 shares 30,484 $963K 0.06% +29 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: 273 shares; 2024Q4: 289 shares; 2025Q1: 282 shares; 2025Q2: 285 shares; 2025Q3: 291 shares; 2025Q4: 320 shares; 2026Q1: 550 shares 550 $952K 0.06% +230 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: 1,148 shares; 2024Q4: 1,045 shares; 2025Q1: 974 shares; 2025Q2: 1,000 shares; 2025Q3: 1,095 shares; 2025Q4: 985 shares; 2026Q1: 1,565 shares 1,565 $946K 0.06% +580 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: 8,434 shares; 2024Q4: 8,737 shares; 2025Q1: 6,588 shares; 2025Q2: 6,821 shares; 2025Q3: 6,783 shares; 2025Q4: 7,099 shares; 2026Q1: 7,211 shares 7,211 $944K 0.06% +112 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,637 shares; 2024Q4: 81,248 shares; 2025Q1: 66,149 shares; 2025Q2: 49,999 shares; 2025Q3: 43,028 shares; 2025Q4: 54,761 shares; 2026Q1: 54,029 shares 54,029 $930K 0.06% -732 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,744 shares; 2024Q4: 28,239 shares; 2025Q1: 28,350 shares; 2025Q2: 7,720 shares; 2025Q3: 14,693 shares; 2025Q4: 20,602 shares; 2026Q1: 15,672 shares 15,672 $925K 0.06% -4,930 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,608 shares; 2024Q4: 1,736 shares; 2025Q1: 1,684 shares; 2025Q2: 1,626 shares; 2025Q3: 1,803 shares; 2025Q4: 1,866 shares; 2026Q1: 1,866 shares 1,866 $905K 0.06% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,073 shares; 2024Q4: 20,860 shares; 2025Q1: 21,345 shares; 2025Q2: 15,177 shares; 2025Q3: 21,411 shares; 2025Q4: 22,098 shares; 2026Q1: 20,324 shares 20,324 $897K 0.06% -1,774 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,633 shares; 2024Q4: 8,368 shares; 2025Q1: 8,317 shares; 2025Q2: 8,556 shares; 2025Q3: 9,576 shares; 2025Q4: 10,375 shares; 2026Q1: 7,171 shares 7,171 $895K 0.05% -3,204 Timeline NTRL 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: 51,177 shares; 2024Q4: 51,335 shares; 2025Q1: 50,448 shares; 2025Q2: 49,617 shares; 2025Q3: 46,533 shares; 2025Q4: 44,041 shares; 2026Q1: 42,588 shares 42,588 $882K 0.05% -1,453 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: 4,700 shares; 2025Q1: 7,026 shares; 2025Q2: 7,243 shares; 2025Q3: 7,666 shares; 2025Q4: 6,943 shares; 2026Q1: 7,168 shares 7,168 $880K 0.05% +225 Timeline SLYV 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: 21,274 shares; 2024Q4: 20,258 shares; 2025Q1: 20,167 shares; 2025Q2: 19,709 shares; 2025Q3: 19,558 shares; 2025Q4: 9,547 shares; 2026Q1: 9,220 shares 9,220 $872K 0.05% -327 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: 40,331 shares; 2024Q4: 62,282 shares; 2025Q1: 138,585 shares; 2025Q2: 34,727 shares; 2025Q3: 35,286 shares; 2025Q4: 35,374 shares; 2026Q1: 35,161 shares 35,161 $871K 0.05% -213 Timeline STXE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,293 shares; 2024Q4: 33,348 shares; 2025Q1: 25,015 shares; 2025Q2: 21,942 shares; 2025Q3: 21,605 shares; 2025Q4: 22,487 shares; 2026Q1: 22,064 shares 22,064 $862K 0.05% -423 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: 45,598 shares; 2024Q4: 196,115 shares; 2025Q1: 21,579 shares; 2025Q2: 64,753 shares; 2025Q3: 27,569 shares; 2025Q4: 20,568 shares; 2026Q1: 9,911 shares 9,911 $859K 0.05% -10,657 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: 1,161 shares; 2024Q4: 1,237 shares; 2025Q1: 1,122 shares; 2025Q2: 968 shares; 2025Q3: 628 shares; 2025Q4: not reported; 2026Q1: 2,488 shares 2,488 $854K 0.05% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,319 shares; 2024Q4: 6,268 shares; 2025Q1: 6,291 shares; 2025Q2: 6,316 shares; 2025Q3: 6,232 shares; 2025Q4: 5,924 shares; 2026Q1: 5,835 shares 5,835 $852K 0.05% -89 Timeline PINK 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: 14,747 shares; 2024Q4: 13,854 shares; 2025Q1: 35,289 shares; 2025Q2: 8,740 shares; 2025Q3: 9,446 shares; 2025Q4: 23,522 shares; 2026Q1: 25,227 shares 25,227 $849K 0.05% +1,705 Timeline QQQH NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,810 shares; 2025Q3: 16,055 shares; 2025Q4: 16,294 shares; 2026Q1: 16,541 shares 16,541 $848K 0.05% +247 Timeline VKQ INVESCO MUNICIPAL TRUST More: the full row for INVESCO MUNICIPAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 207,716 shares; 2024Q4: 202,667 shares; 2025Q1: 205,186 shares; 2025Q2: 198,777 shares; 2025Q3: 198,409 shares; 2025Q4: 194,544 shares; 2026Q1: 88,727 shares 88,727 $845K 0.05% -105,817 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,805 shares; 2026Q1: 16,941 shares 16,941 $838K 0.05% +13,136 Timeline BNDC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,538 shares; 2024Q4: 37,251 shares; 2025Q1: 40,244 shares; 2025Q2: 35,646 shares; 2025Q3: 36,233 shares; 2025Q4: 35,459 shares; 2026Q1: 37,364 shares 37,364 $831K 0.05% +1,905 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,175 shares; 2024Q4: 15,293 shares; 2025Q1: 5,821 shares; 2025Q2: 14,366 shares; 2025Q3: 15,516 shares; 2025Q4: 14,962 shares; 2026Q1: 16,387 shares 16,387 $816K 0.05% +1,425 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,149 shares; 2024Q4: 13,968 shares; 2025Q1: 17,659 shares; 2025Q2: 17,659 shares; 2025Q3: 17,659 shares; 2025Q4: 17,659 shares; 2026Q1: 17,659 shares 17,659 $815K 0.05% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,908 shares; 2024Q4: 6,925 shares; 2025Q1: 6,974 shares; 2025Q2: 7,059 shares; 2025Q3: 4,788 shares; 2025Q4: 4,756 shares; 2026Q1: 5,355 shares 5,355 $808K 0.05% +599 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,475 shares; 2024Q4: 5,533 shares; 2025Q1: 4,662 shares; 2025Q2: 4,667 shares; 2025Q3: 4,671 shares; 2025Q4: 4,675 shares; 2026Q1: 4,678 shares 4,678 $791K 0.05% +3 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,120 shares; 2024Q4: 6,129 shares; 2025Q1: 6,473 shares; 2025Q2: 7,038 shares; 2025Q3: 7,934 shares; 2025Q4: 8,648 shares; 2026Q1: 8,453 shares 8,453 $788K 0.05% -195 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,464 shares; 2025Q3: 16,580 shares; 2025Q4: 16,275 shares; 2026Q1: 15,840 shares 15,840 $787K 0.05% -435 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: 14,594 shares; 2025Q2: 14,628 shares; 2025Q3: 16,248 shares; 2025Q4: 15,269 shares; 2026Q1: 15,733 shares 15,733 $782K 0.05% +464 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,161 shares; 2024Q4: 1,234 shares; 2025Q1: 1,247 shares; 2025Q2: 1,194 shares; 2025Q3: 985 shares; 2025Q4: 971 shares; 2026Q1: 1,143 shares 1,143 $780K 0.05% +172 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: 1,167 shares; 2024Q4: 957 shares; 2025Q1: 915 shares; 2025Q2: 862 shares; 2025Q3: 942 shares; 2025Q4: 990 shares; 2026Q1: 921 shares 921 $779K 0.05% -69 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: 3,806 shares; 2024Q4: 3,552 shares; 2025Q1: 3,540 shares; 2025Q2: 3,489 shares; 2025Q3: 3,493 shares; 2025Q4: 3,184 shares; 2026Q1: 3,187 shares 3,187 $778K 0.05% +3 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: 5,410 shares; 2024Q4: 5,381 shares; 2025Q1: 5,434 shares; 2025Q2: 5,162 shares; 2025Q3: 5,192 shares; 2025Q4: 10,567 shares; 2026Q1: 15,569 shares 15,569 $778K 0.05% +5,002 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: 17,375 shares; 2024Q4: 17,225 shares; 2025Q1: 15,630 shares; 2025Q2: 16,870 shares; 2025Q3: 16,714 shares; 2025Q4: 16,714 shares; 2026Q1: 16,714 shares 16,714 $773K 0.05% 0 Timeline GBIL 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: 34,698 shares; 2024Q4: 20,830 shares; 2025Q1: 3,358 shares; 2025Q2: 7,283 shares; 2025Q3: 6,172 shares; 2025Q4: 8,747 shares; 2026Q1: 7,660 shares 7,660 $768K 0.05% -1,087 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,031 shares; 2024Q4: 50,340 shares; 2025Q1: 50,291 shares; 2025Q2: 51,811 shares; 2025Q3: 51,423 shares; 2025Q4: 43,043 shares; 2026Q1: 44,712 shares 44,712 $765K 0.05% +1,669 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,917 shares; 2024Q4: 12,736 shares; 2025Q1: 14,567 shares; 2025Q2: 18,474 shares; 2025Q3: 18,866 shares; 2025Q4: 21,234 shares; 2026Q1: 21,525 shares 21,525 $763K 0.05% +291 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,708 shares; 2024Q4: 2,803 shares; 2025Q1: 2,807 shares; 2025Q2: 2,807 shares; 2025Q3: 2,697 shares; 2025Q4: 2,697 shares; 2026Q1: 2,697 shares 2,697 $762K 0.05% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,917 shares; 2024Q4: 8,903 shares; 2025Q1: 8,719 shares; 2025Q2: 8,444 shares; 2025Q3: 8,149 shares; 2025Q4: 6,181 shares; 2026Q1: 6,190 shares 6,190 $750K 0.05% +9 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,398 shares; 2024Q4: 13,021 shares; 2025Q1: 16,568 shares; 2025Q2: 15,944 shares; 2025Q3: 14,361 shares; 2025Q4: 15,948 shares; 2026Q1: 16,008 shares 16,008 $747K 0.05% +60 Timeline EPI 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: 5,216 shares; 2024Q4: 5,229 shares; 2025Q1: 21,598 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,502 shares; 2026Q1: 18,310 shares 18,310 $747K 0.05% +8,808 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,818 shares; 2024Q4: 21,228 shares; 2025Q1: 10,368 shares; 2025Q2: 17,492 shares; 2025Q3: 10,767 shares; 2025Q4: 12,674 shares; 2026Q1: 7,616 shares 7,616 $740K 0.05% -5,058 Timeline DDTL 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: 37,500 shares; 2025Q4: 35,500 shares; 2026Q1: 35,500 shares 35,500 $734K 0.05% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,320 shares; 2024Q4: 38,198 shares; 2025Q1: 38,212 shares; 2025Q2: 38,231 shares; 2025Q3: 38,253 shares; 2025Q4: 37,825 shares; 2026Q1: 37,845 shares 37,845 $730K 0.04% +20 Timeline BUXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,047 shares; 2024Q4: 82,634 shares; 2025Q1: 72,252 shares; 2025Q2: 81,324 shares; 2025Q3: 111,018 shares; 2025Q4: 132,924 shares; 2026Q1: 35,967 shares 35,967 $728K 0.04% -96,957 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: 13,307 shares; 2024Q4: 16,498 shares; 2025Q1: 4,318 shares; 2025Q2: 3,430 shares; 2025Q3: 3,359 shares; 2025Q4: 6,676 shares; 2026Q1: 6,651 shares 6,651 $725K 0.04% -25 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: not reported; 2025Q2: 27,417 shares; 2025Q3: 17,217 shares; 2025Q4: 7,943 shares; 2026Q1: 7,726 shares 7,726 $724K 0.04% -217 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,853 shares; 2024Q4: 2,921 shares; 2025Q1: 2,415 shares; 2025Q2: 2,414 shares; 2025Q3: 2,243 shares; 2025Q4: 1,681 shares; 2026Q1: 1,444 shares 1,444 $716K 0.04% -237 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,111 shares; 2024Q4: 29,106 shares; 2025Q1: 27,308 shares; 2025Q2: 16,772 shares; 2025Q3: 13,988 shares; 2025Q4: 13,214 shares; 2026Q1: 13,243 shares 13,243 $714K 0.04% +29 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,940 shares; 2024Q4: 15,301 shares; 2025Q1: 14,780 shares; 2025Q2: 15,503 shares; 2025Q3: 13,394 shares; 2025Q4: 13,281 shares; 2026Q1: 13,702 shares 13,702 $713K 0.04% +421 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: 18,665 shares; 2024Q4: 13,256 shares; 2025Q1: 13,566 shares; 2025Q2: 13,566 shares; 2025Q3: 13,566 shares; 2025Q4: 13,256 shares; 2026Q1: 13,256 shares 13,256 $707K 0.04% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,390 shares; 2024Q4: 28,002 shares; 2025Q1: 24,135 shares; 2025Q2: 23,297 shares; 2025Q3: 22,522 shares; 2025Q4: 22,874 shares; 2026Q1: 22,703 shares 22,703 $703K 0.04% -171 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,870 shares; 2025Q1: 7,847 shares; 2025Q2: 4,162 shares; 2025Q3: 3,790 shares; 2025Q4: 4,351 shares; 2026Q1: 4,260 shares 4,260 $699K 0.04% -91 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,015 shares; 2024Q4: 9,014 shares; 2025Q1: 4,025 shares; 2025Q2: 44,346 shares; 2025Q3: 45,179 shares; 2025Q4: 47,096 shares; 2026Q1: 4,038 shares 4,038 $699K 0.04% -43,058 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: 1,589 shares; 2024Q4: 1,372 shares; 2025Q1: 1,437 shares; 2025Q2: 1,440 shares; 2025Q3: 1,237 shares; 2025Q4: 1,261 shares; 2026Q1: 1,240 shares 1,240 $699K 0.04% -21 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,974 shares; 2024Q4: 30,378 shares; 2025Q1: 23,129 shares; 2025Q2: 23,801 shares; 2025Q3: 23,497 shares; 2025Q4: 19,695 shares; 2026Q1: 16,853 shares 16,853 $692K 0.04% -2,842 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,302 shares; 2025Q3: 3,242 shares; 2025Q4: 1,711 shares; 2026Q1: 1,711 shares 1,711 $692K 0.04% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,326 shares; 2024Q4: 9,863 shares; 2025Q1: 13,456 shares; 2025Q2: 12,831 shares; 2025Q3: 11,301 shares; 2025Q4: 8,161 shares; 2026Q1: 8,382 shares 8,382 $687K 0.04% +221 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: 5,239 shares; 2024Q4: 5,239 shares; 2025Q1: 5,239 shares; 2025Q2: 5,239 shares; 2025Q3: 5,239 shares; 2025Q4: 5,239 shares; 2026Q1: 4,814 shares 4,814 $685K 0.04% -425 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 951 shares; 2024Q4: 951 shares; 2025Q1: 535 shares; 2025Q2: 8,010 shares; 2025Q3: 8,327 shares; 2025Q4: 7,905 shares; 2026Q1: 7,403 shares 7,403 $683K 0.04% -502 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: 11,359 shares; 2024Q4: 11,225 shares; 2025Q1: 10,861 shares; 2025Q2: 10,867 shares; 2025Q3: 9,873 shares; 2025Q4: 9,848 shares; 2026Q1: 9,647 shares 9,647 $682K 0.04% -201 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,892 shares; 2024Q4: 11,900 shares; 2025Q1: 12,157 shares; 2025Q2: 11,914 shares; 2025Q3: 11,922 shares; 2025Q4: 11,931 shares; 2026Q1: 11,939 shares 11,939 $681K 0.04% +8 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,602 shares; 2024Q4: 18,521 shares; 2025Q1: 20,123 shares; 2025Q2: 19,134 shares; 2025Q3: 20,455 shares; 2025Q4: 19,444 shares; 2026Q1: 17,999 shares 17,999 $681K 0.04% -1,445 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: 138,874 shares; 2024Q4: 144,720 shares; 2025Q1: 125,844 shares; 2025Q2: 133,489 shares; 2025Q3: 136,186 shares; 2025Q4: 29,729 shares; 2026Q1: 29,711 shares 29,711 $681K 0.04% -18 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,358 shares; 2024Q4: 4,344 shares; 2025Q1: 4,345 shares; 2025Q2: 4,386 shares; 2025Q3: 4,387 shares; 2025Q4: 4,388 shares; 2026Q1: 4,381 shares 4,381 $680K 0.04% -7 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: 36,813 shares; 2024Q4: 36,549 shares; 2025Q1: 16,995 shares; 2025Q2: 17,720 shares; 2025Q3: 15,415 shares; 2025Q4: 15,414 shares; 2026Q1: 15,230 shares 15,230 $680K 0.04% -184 Timeline TECB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,883 shares; 2024Q4: 11,861 shares; 2025Q1: 12,177 shares; 2025Q2: 12,390 shares; 2025Q3: 12,320 shares; 2025Q4: 12,194 shares; 2026Q1: 12,236 shares 12,236 $679K 0.04% +42 Timeline SPHB 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: 5,609 shares; 2024Q4: 5,846 shares; 2025Q1: 5,617 shares; 2025Q2: 5,829 shares; 2025Q3: 5,701 shares; 2025Q4: 5,800 shares; 2026Q1: 5,806 shares 5,806 $673K 0.04% +6 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: 7,870 shares; 2024Q4: 6,338 shares; 2025Q1: 5,580 shares; 2025Q2: 5,146 shares; 2025Q3: 5,141 shares; 2025Q4: 5,011 shares; 2026Q1: 5,133 shares 5,133 $673K 0.04% +122 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: 90,062 shares; 2024Q4: 84,879 shares; 2025Q1: 88,575 shares; 2025Q2: 133,646 shares; 2025Q3: 131,493 shares; 2025Q4: 131,436 shares; 2026Q1: 14,732 shares 14,732 $673K 0.04% -116,704 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: 4,002 shares; 2024Q4: 3,893 shares; 2025Q1: 3,894 shares; 2025Q2: 3,832 shares; 2025Q3: 3,986 shares; 2025Q4: 3,935 shares; 2026Q1: 3,970 shares 3,970 $670K 0.04% +35 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: 55,334 shares; 2024Q4: 59,200 shares; 2025Q1: 65,852 shares; 2025Q2: 68,241 shares; 2025Q3: 76,773 shares; 2025Q4: 79,420 shares; 2026Q1: 5,156 shares 5,156 $670K 0.04% -74,264 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,631 shares; 2024Q4: 6,436 shares; 2025Q1: 6,421 shares; 2025Q2: 5,767 shares; 2025Q3: 4,990 shares; 2025Q4: 5,002 shares; 2026Q1: 5,016 shares 5,016 $663K 0.04% +14 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,740 shares 29,740 $663K 0.04% new Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,766 shares 6,766 $656K 0.04% new Timeline GNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,846 shares; 2025Q1: 14,013 shares; 2025Q2: 14,013 shares; 2025Q3: 10,968 shares; 2025Q4: 18,225 shares; 2026Q1: 16,773 shares 16,773 $653K 0.04% -1,452 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: 1,755 shares; 2024Q4: 1,756 shares; 2025Q1: not reported; 2025Q2: 1,972 shares; 2025Q3: 2,484 shares; 2025Q4: 2,255 shares; 2026Q1: 2,337 shares 2,337 $653K 0.04% +82 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 609 shares; 2024Q4: 635 shares; 2025Q1: 587 shares; 2025Q2: 587 shares; 2025Q3: 636 shares; 2025Q4: 636 shares; 2026Q1: 587 shares 587 $640K 0.04% -49 Timeline WELLS FARGO & CO 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: 277 shares; 2024Q4: 284 shares; 2025Q1: 285 shares; 2025Q2: 385 shares; 2025Q3: 567 shares; 2025Q4: 564 shares; 2026Q1: 550 shares 550 $636K 0.04% -14 ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 671 shares; 2024Q4: 369 shares; 2025Q1: 484 shares; 2025Q2: 575 shares; 2025Q3: 609 shares; 2025Q4: 593 shares; 2026Q1: 481 shares 481 $635K 0.04% -112 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,074 shares; 2024Q4: 31,654 shares; 2025Q1: 23,025 shares; 2025Q2: 16,501 shares; 2025Q3: 13,368 shares; 2025Q4: 13,066 shares; 2026Q1: 7,911 shares 7,911 $620K 0.04% -5,155 Timeline XES 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: 10,605 shares; 2025Q3: 10,605 shares; 2025Q4: 5,300 shares; 2026Q1: 5,300 shares 5,300 $617K 0.04% 0 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: 18,787 shares; 2024Q4: 16,889 shares; 2025Q1: 16,903 shares; 2025Q2: 14,272 shares; 2025Q3: 17,133 shares; 2025Q4: 17,945 shares; 2026Q1: 18,373 shares 18,373 $613K 0.04% +428 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,936 shares; 2024Q4: 6,181 shares; 2025Q1: 6,192 shares; 2025Q2: 6,203 shares; 2025Q3: 6,739 shares; 2025Q4: 7,242 shares; 2026Q1: 7,164 shares 7,164 $608K 0.04% -78 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: 8,540 shares; 2024Q4: 9,539 shares; 2025Q1: 5,058 shares; 2025Q2: 4,453 shares; 2025Q3: 4,239 shares; 2025Q4: 4,244 shares; 2026Q1: 2,449 shares 2,449 $605K 0.04% -1,795 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,064 shares 12,064 $604K 0.04% new 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: 3,651 shares; 2024Q4: 3,661 shares; 2025Q1: 3,423 shares; 2025Q2: 5,202 shares; 2025Q3: 5,030 shares; 2025Q4: 5,039 shares; 2026Q1: 5,045 shares 5,045 $598K 0.04% +6 Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM 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: 1,258 shares; 2025Q4: 3,108 shares; 2026Q1: 8,600 shares 8,600 $594K 0.04% +5,492 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,033 shares; 2024Q4: 813 shares; 2025Q1: 669 shares; 2025Q2: 647 shares; 2025Q3: 543 shares; 2025Q4: 508 shares; 2026Q1: 684 shares 684 $592K 0.04% +176 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: 16,029 shares; 2024Q4: 11,084 shares; 2025Q1: 9,062 shares; 2025Q2: 20,471 shares; 2025Q3: 21,890 shares; 2025Q4: 23,325 shares; 2026Q1: 4,562 shares 4,562 $587K 0.04% -18,763 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: 11,268 shares; 2024Q4: 12,750 shares; 2025Q1: 9,622 shares; 2025Q2: 7,945 shares; 2025Q3: 7,655 shares; 2025Q4: 7,031 shares; 2026Q1: 7,299 shares 7,299 $577K 0.04% +268 Timeline AUGU 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: 23,613 shares; 2024Q4: 23,493 shares; 2025Q1: 21,255 shares; 2025Q2: 21,255 shares; 2025Q3: 21,989 shares; 2025Q4: 21,889 shares; 2026Q1: 19,975 shares 19,975 $567K 0.03% -1,914 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: 2,930 shares; 2024Q4: 2,474 shares; 2025Q1: 2,550 shares; 2025Q2: 2,551 shares; 2025Q3: 2,599 shares; 2025Q4: 2,596 shares; 2026Q1: 2,394 shares 2,394 $566K 0.03% -202 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,424 shares; 2024Q4: 5,424 shares; 2025Q1: 5,208 shares; 2025Q2: 5,208 shares; 2025Q3: 4,980 shares; 2025Q4: 4,670 shares; 2026Q1: 10,560 shares 10,560 $564K 0.03% +5,890 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: 22,370 shares; 2024Q4: 22,476 shares; 2025Q1: 11,192 shares; 2025Q2: 10,713 shares; 2025Q3: 10,414 shares; 2025Q4: 6,783 shares; 2026Q1: 5,483 shares 5,483 $563K 0.03% -1,300 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: 74,367 shares; 2024Q4: 61,216 shares; 2025Q1: 61,691 shares; 2025Q2: 38,618 shares; 2025Q3: 53,927 shares; 2025Q4: 54,707 shares; 2026Q1: 10,336 shares 10,336 $559K 0.03% -44,371 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,879 shares; 2025Q4: 29,590 shares; 2026Q1: 27,968 shares 27,968 $553K 0.03% -1,622 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: 127,187 shares; 2024Q4: 134,272 shares; 2025Q1: 10,494 shares; 2025Q2: 8,942 shares; 2025Q3: 7,945 shares; 2025Q4: 6,885 shares; 2026Q1: 6,827 shares 6,827 $550K 0.03% -58 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: 7,463 shares; 2024Q4: 7,233 shares; 2025Q1: 9,055 shares; 2025Q2: 9,139 shares; 2025Q3: 9,351 shares; 2025Q4: 8,865 shares; 2026Q1: 6,810 shares 6,810 $542K 0.03% -2,055 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: 4,159 shares; 2024Q4: 3,839 shares; 2025Q1: 3,941 shares; 2025Q2: 3,942 shares; 2025Q3: 3,738 shares; 2025Q4: 3,725 shares; 2026Q1: 3,729 shares 3,729 $542K 0.03% +4 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,717 shares; 2024Q4: 7,726 shares; 2025Q1: 7,622 shares; 2025Q2: 7,625 shares; 2025Q3: 7,628 shares; 2025Q4: 7,631 shares; 2026Q1: 7,588 shares 7,588 $541K 0.03% -43 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: 9,559 shares; 2024Q4: 7,453 shares; 2025Q1: 8,378 shares; 2025Q2: 7,961 shares; 2025Q3: 6,047 shares; 2025Q4: 5,793 shares; 2026Q1: 5,802 shares 5,802 $538K 0.03% +9 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,848 shares; 2024Q4: 27,938 shares; 2025Q1: 43,747 shares; 2025Q2: 23,487 shares; 2025Q3: 23,513 shares; 2025Q4: 23,546 shares; 2026Q1: 12,292 shares 12,292 $537K 0.03% -11,254 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 560 shares; 2024Q4: 642 shares; 2025Q1: 684 shares; 2025Q2: 774 shares; 2025Q3: 857 shares; 2025Q4: 728 shares; 2026Q1: 736 shares 736 $537K 0.03% +8 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: 6,508 shares; 2024Q4: 5,999 shares; 2025Q1: 5,623 shares; 2025Q2: 5,605 shares; 2025Q3: 5,552 shares; 2025Q4: 5,510 shares; 2026Q1: 5,505 shares 5,505 $531K 0.03% -5 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,756 shares; 2025Q3: 9,054 shares; 2025Q4: 16,471 shares; 2026Q1: 16,323 shares 16,323 $530K 0.03% -148 Timeline HGRO ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,606 shares; 2026Q1: 18,886 shares 18,886 $527K 0.03% +4,280 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,577 shares; 2024Q4: 6,987 shares; 2025Q1: 5,975 shares; 2025Q2: 6,196 shares; 2025Q3: 6,093 shares; 2025Q4: 6,104 shares; 2026Q1: 3,529 shares 3,529 $523K 0.03% -2,575 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: 14,462 shares; 2024Q4: 14,917 shares; 2025Q1: 16,824 shares; 2025Q2: 10,010 shares; 2025Q3: 10,218 shares; 2025Q4: 8,231 shares; 2026Q1: 15,806 shares 15,806 $521K 0.03% +7,575 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,812 shares; 2024Q4: 1,881 shares; 2025Q1: 1,871 shares; 2025Q2: 1,780 shares; 2025Q3: 2,140 shares; 2025Q4: 2,095 shares; 2026Q1: 1,995 shares 1,995 $519K 0.03% -100 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,813 shares; 2024Q4: 3,768 shares; 2025Q1: 3,449 shares; 2025Q2: 2,754 shares; 2025Q3: 2,789 shares; 2025Q4: 2,797 shares; 2026Q1: 2,804 shares 2,804 $519K 0.03% +7 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,558 shares; 2024Q4: 11,228 shares; 2025Q1: 10,466 shares; 2025Q2: 10,189 shares; 2025Q3: 10,045 shares; 2025Q4: 9,715 shares; 2026Q1: 8,982 shares 8,982 $518K 0.03% -733 Timeline JAJL 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: 17,617 shares 17,617 $512K 0.03% new 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: 16,976 shares; 2024Q4: 19,875 shares; 2025Q1: 20,400 shares; 2025Q2: not reported; 2025Q3: 5,043 shares; 2025Q4: 5,880 shares; 2026Q1: 6,981 shares 6,981 $509K 0.03% +1,101 Timeline TDVG 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: 122,579 shares; 2024Q4: 122,773 shares; 2025Q1: 52,202 shares; 2025Q2: 11,890 shares; 2025Q3: 11,397 shares; 2025Q4: 11,418 shares; 2026Q1: 11,366 shares 11,366 $507K 0.03% -52 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: 4,841 shares; 2024Q4: 4,854 shares; 2025Q1: 4,854 shares; 2025Q2: 4,854 shares; 2025Q3: 4,854 shares; 2025Q4: 10,499 shares; 2026Q1: 10,499 shares 10,499 $504K 0.03% 0 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,599 shares; 2025Q2: 11,374 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,172 shares 12,172 $500K 0.03% new Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,699 shares; 2024Q4: 108,253 shares; 2025Q1: 36,646 shares; 2025Q2: 10,505 shares; 2025Q3: 10,654 shares; 2025Q4: 10,654 shares; 2026Q1: 10,780 shares 10,780 $498K 0.03% +126 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: 1,781 shares; 2024Q4: 2,013 shares; 2025Q1: 2,062 shares; 2025Q2: 2,240 shares; 2025Q3: 2,642 shares; 2025Q4: 2,350 shares; 2026Q1: 2,166 shares 2,166 $498K 0.03% -184 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: 4,259 shares; 2024Q4: 4,073 shares; 2025Q1: 4,043 shares; 2025Q2: 3,695 shares; 2025Q3: 3,731 shares; 2025Q4: 4,276 shares; 2026Q1: 3,848 shares 3,848 $493K 0.03% -428 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 942 shares; 2025Q3: 1,016 shares; 2025Q4: 1,013 shares; 2026Q1: 1,269 shares 1,269 $487K 0.03% +256 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,086 shares; 2024Q4: 19,782 shares; 2025Q1: 19,808 shares; 2025Q2: 19,832 shares; 2025Q3: 19,600 shares; 2025Q4: 18,795 shares; 2026Q1: 18,801 shares 18,801 $482K 0.03% +6 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,793 shares; 2024Q4: 17,988 shares; 2025Q1: 18,438 shares; 2025Q2: 21,403 shares; 2025Q3: 21,800 shares; 2025Q4: 23,011 shares; 2026Q1: 12,000 shares 12,000 $481K 0.03% -11,011 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,621 shares; 2024Q4: 1,559 shares; 2025Q1: 1,530 shares; 2025Q2: 1,530 shares; 2025Q3: 1,487 shares; 2025Q4: 1,487 shares; 2026Q1: 1,487 shares 1,487 $480K 0.03% 0 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: 8,046 shares; 2024Q4: 7,852 shares; 2025Q1: 6,356 shares; 2025Q2: 7,524 shares; 2025Q3: 7,441 shares; 2025Q4: 7,307 shares; 2026Q1: 1,343 shares 1,343 $479K 0.03% -5,964 Timeline GVAL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,297 shares 14,297 $474K 0.03% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,120 shares; 2024Q4: 2,241 shares; 2025Q1: 1,179 shares; 2025Q2: 1,171 shares; 2025Q3: 1,173 shares; 2025Q4: 1,161 shares; 2026Q1: 1,092 shares 1,092 $472K 0.03% -69 Timeline NAPR 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: 8,764 shares; 2024Q4: 8,764 shares; 2025Q1: 8,764 shares; 2025Q2: 8,764 shares; 2025Q3: 8,764 shares; 2025Q4: 8,567 shares; 2026Q1: 8,567 shares 8,567 $468K 0.03% 0 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,948 shares; 2026Q1: 10,948 shares 10,948 $465K 0.03% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,693 shares 6,693 $464K 0.03% new 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: 9,317 shares; 2024Q4: 9,085 shares; 2025Q1: 9,138 shares; 2025Q2: 10,697 shares; 2025Q3: 9,612 shares; 2025Q4: 11,281 shares; 2026Q1: 10,310 shares 10,310 $462K 0.03% -971 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: 5,642 shares; 2024Q4: 4,128 shares; 2025Q1: 4,029 shares; 2025Q2: 3,635 shares; 2025Q3: 3,812 shares; 2025Q4: 3,809 shares; 2026Q1: 3,377 shares 3,377 $458K 0.03% -432 Timeline CLIX 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: 10,111 shares; 2024Q4: 10,039 shares; 2025Q1: 9,983 shares; 2025Q2: 9,460 shares; 2025Q3: 8,725 shares; 2025Q4: 8,631 shares; 2026Q1: 8,521 shares 8,521 $455K 0.03% -110 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,712 shares; 2024Q4: 18,066 shares; 2025Q1: 17,949 shares; 2025Q2: 17,175 shares; 2025Q3: 16,272 shares; 2025Q4: 16,110 shares; 2026Q1: 14,476 shares 14,476 $454K 0.03% -1,634 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,645 shares; 2024Q4: 2,937 shares; 2025Q1: 2,963 shares; 2025Q2: 2,954 shares; 2025Q3: 3,461 shares; 2025Q4: 3,163 shares; 2026Q1: 2,485 shares 2,485 $453K 0.03% -678 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,913 shares; 2024Q4: 3,033 shares; 2025Q1: 3,247 shares; 2025Q2: 3,361 shares; 2025Q3: 2,914 shares; 2025Q4: 3,118 shares; 2026Q1: 3,016 shares 3,016 $452K 0.03% -102 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: not reported; 2024Q4: not reported; 2025Q1: 2,845 shares; 2025Q2: 2,300 shares; 2025Q3: 2,926 shares; 2025Q4: 3,075 shares; 2026Q1: 1,801 shares 1,801 $452K 0.03% -1,274 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: 610 shares; 2024Q4: 896 shares; 2025Q1: 866 shares; 2025Q2: 995 shares; 2025Q3: 1,205 shares; 2025Q4: 1,075 shares; 2026Q1: 1,060 shares 1,060 $451K 0.03% -15 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,107 shares; 2024Q4: 1,069 shares; 2025Q1: 1,042 shares; 2025Q2: 1,042 shares; 2025Q3: 1,042 shares; 2025Q4: 1,042 shares; 2026Q1: 1,033 shares 1,033 $451K 0.03% -9 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,515 shares; 2025Q3: 13,515 shares; 2025Q4: 10,915 shares; 2026Q1: 11,037 shares 11,037 $450K 0.03% +122 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,536 shares; 2024Q4: 3,199 shares; 2025Q1: 3,024 shares; 2025Q2: 2,994 shares; 2025Q3: 3,114 shares; 2025Q4: 2,994 shares; 2026Q1: 2,847 shares 2,847 $448K 0.03% -147 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,666 shares; 2024Q4: 2,310 shares; 2025Q1: 2,170 shares; 2025Q2: 2,069 shares; 2025Q3: 2,026 shares; 2025Q4: 1,835 shares; 2026Q1: 1,875 shares 1,875 $446K 0.03% +40 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: 19,649 shares; 2024Q4: 19,059 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,721 shares; 2025Q4: 3,789 shares; 2026Q1: 3,924 shares 3,924 $445K 0.03% +135 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,318 shares; 2024Q4: 34,269 shares; 2025Q1: 34,269 shares; 2025Q2: 34,269 shares; 2025Q3: 34,269 shares; 2025Q4: 32,269 shares; 2026Q1: 32,269 shares 32,269 $445K 0.03% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,655 shares; 2024Q4: 9,559 shares; 2025Q1: 7,314 shares; 2025Q2: 7,232 shares; 2025Q3: 7,232 shares; 2025Q4: 7,232 shares; 2026Q1: 7,232 shares 7,232 $444K 0.03% 0 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,786 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,406 shares; 2026Q1: 6,794 shares 6,794 $441K 0.03% +388 Timeline KAPR 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: 12,264 shares; 2024Q4: 12,124 shares; 2025Q1: 12,124 shares; 2025Q2: 12,124 shares; 2025Q3: 12,124 shares; 2025Q4: 12,124 shares; 2026Q1: 12,124 shares 12,124 $439K 0.03% 0 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: 27,969 shares; 2024Q4: 27,844 shares; 2025Q1: 26,587 shares; 2025Q2: 28,208 shares; 2025Q3: 30,116 shares; 2025Q4: 27,002 shares; 2026Q1: 1,671 shares 1,671 $438K 0.03% -25,331 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,103 shares; 2024Q4: 15,141 shares; 2025Q1: 52,250 shares; 2025Q2: 7,129 shares; 2025Q3: 6,936 shares; 2025Q4: 13,089 shares; 2026Q1: 13,265 shares 13,265 $425K 0.03% +176 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: 2,746 shares; 2024Q4: 2,620 shares; 2025Q1: 2,603 shares; 2025Q2: 2,629 shares; 2025Q3: 2,639 shares; 2025Q4: 2,641 shares; 2026Q1: 2,028 shares 2,028 $422K 0.03% -613 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,419 shares; 2024Q4: 6,569 shares; 2025Q1: 6,380 shares; 2025Q2: 7,158 shares; 2025Q3: 8,156 shares; 2025Q4: 7,269 shares; 2026Q1: 6,677 shares 6,677 $419K 0.03% -592 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,933 shares; 2024Q4: 3,568 shares; 2025Q1: 1,963 shares; 2025Q2: 2,415 shares; 2025Q3: 2,640 shares; 2025Q4: 1,840 shares; 2026Q1: 1,780 shares 1,780 $417K 0.03% -60 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,856 shares; 2025Q3: 8,438 shares; 2025Q4: 8,438 shares; 2026Q1: 10,661 shares 10,661 $416K 0.03% +2,223 Timeline SRV NXG CUSHING MIDSTREAM ENERGY More: the full row for NXG CUSHING MIDSTREAM ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,964 shares; 2025Q1: 5,164 shares; 2025Q2: 6,964 shares; 2025Q3: 6,964 shares; 2025Q4: 9,285 shares; 2026Q1: 9,285 shares 9,285 $413K 0.03% 0 Timeline NXG NXG NEXTGEN INFRASTR INCM FD More: the full row for NXG NEXTGEN INFRASTR INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,699 shares; 2025Q2: 6,099 shares; 2025Q3: 7,299 shares; 2025Q4: 7,499 shares; 2026Q1: 7,499 shares 7,499 $412K 0.03% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly 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: 13,731 shares 13,731 $412K 0.03% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 982 shares; 2024Q4: 953 shares; 2025Q1: 945 shares; 2025Q2: 945 shares; 2025Q3: 945 shares; 2025Q4: 945 shares; 2026Q1: 945 shares 945 $410K 0.03% 0 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,695 shares; 2024Q4: 1,637 shares; 2025Q1: 10,261 shares; 2025Q2: 11,953 shares; 2025Q3: 12,392 shares; 2025Q4: 1,691 shares; 2026Q1: 1,642 shares 1,642 $409K 0.03% -49 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,194 shares; 2024Q4: 18,404 shares; 2025Q1: 18,104 shares; 2025Q2: 18,444 shares; 2025Q3: 20,291 shares; 2025Q4: 26,358 shares; 2026Q1: 3,199 shares 3,199 $404K 0.02% -23,159 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,664 shares; 2024Q4: 3,104 shares; 2025Q1: 3,240 shares; 2025Q2: 3,247 shares; 2025Q3: 3,192 shares; 2025Q4: 3,199 shares; 2026Q1: 3,054 shares 3,054 $403K 0.02% -145 Timeline TCHP 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: 36,045 shares; 2024Q4: 35,257 shares; 2025Q1: 24,744 shares; 2025Q2: 17,994 shares; 2025Q3: 14,257 shares; 2025Q4: 12,035 shares; 2026Q1: 9,084 shares 9,084 $401K 0.02% -2,951 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,897 shares; 2024Q4: 4,780 shares; 2025Q1: 4,371 shares; 2025Q2: 4,495 shares; 2025Q3: 4,533 shares; 2025Q4: 4,007 shares; 2026Q1: 4,161 shares 4,161 $399K 0.02% +154 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: 2,849 shares; 2024Q4: 2,803 shares; 2025Q1: 5,120 shares; 2025Q2: 4,877 shares; 2025Q3: 4,939 shares; 2025Q4: 4,995 shares; 2026Q1: 4,991 shares 4,991 $397K 0.02% -4 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: 6,622 shares; 2024Q4: 5,400 shares; 2025Q1: not reported; 2025Q2: 2,885 shares; 2025Q3: 3,015 shares; 2025Q4: 3,691 shares; 2026Q1: 4,572 shares 4,572 $390K 0.02% +881 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: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $388K 0.02% 0 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: 2,551 shares; 2024Q4: 2,108 shares; 2025Q1: 2,085 shares; 2025Q2: 2,086 shares; 2025Q3: 2,215 shares; 2025Q4: 2,215 shares; 2026Q1: 2,077 shares 2,077 $388K 0.02% -138 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: 11,297 shares; 2024Q4: 8,938 shares; 2025Q1: 4,204 shares; 2025Q2: 8,996 shares; 2025Q3: 4,245 shares; 2025Q4: 14,390 shares; 2026Q1: 8,422 shares 8,422 $387K 0.02% -5,968 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,835 shares; 2024Q4: 1,748 shares; 2025Q1: 1,489 shares; 2025Q2: 1,453 shares; 2025Q3: 1,727 shares; 2025Q4: 1,758 shares; 2026Q1: 1,832 shares 1,832 $385K 0.02% +74 Timeline GOOD GLADSTONE COMMERCIAL CORP More: the full row for GLADSTONE COMMERCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,585 shares; 2024Q4: 22,791 shares; 2025Q1: 23,012 shares; 2025Q2: 23,263 shares; 2025Q3: 23,201 shares; 2025Q4: 18,789 shares; 2026Q1: 33,581 shares 33,581 $384K 0.02% +14,792 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,610 shares; 2024Q4: 24,184 shares; 2025Q1: 24,580 shares; 2025Q2: 20,290 shares; 2025Q3: 15,490 shares; 2025Q4: 16,590 shares; 2026Q1: 24,108 shares 24,108 $383K 0.02% +7,518 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: 3,412 shares; 2024Q4: 3,252 shares; 2025Q1: 3,072 shares; 2025Q2: 3,057 shares; 2025Q3: 2,660 shares; 2025Q4: 2,889 shares; 2026Q1: 2,397 shares 2,397 $383K 0.02% -492 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,498 shares; 2024Q4: 9,731 shares; 2025Q1: 6,900 shares; 2025Q2: 4,106 shares; 2025Q3: 3,552 shares; 2025Q4: 1,063 shares; 2026Q1: 1,064 shares 1,064 $379K 0.02% +1 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,668 shares; 2024Q4: 9,592 shares; 2025Q1: 8,304 shares; 2025Q2: 8,314 shares; 2025Q3: 8,299 shares; 2025Q4: 8,184 shares; 2026Q1: 6,265 shares 6,265 $377K 0.02% -1,919 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,156 shares; 2024Q4: 1,098 shares; 2025Q1: 1,189 shares; 2025Q2: 1,105 shares; 2025Q3: 1,293 shares; 2025Q4: 1,138 shares; 2026Q1: 1,279 shares 1,279 $373K 0.02% +141 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,513 shares; 2024Q4: 27,473 shares; 2025Q1: 26,350 shares; 2025Q2: 22,109 shares; 2025Q3: 21,660 shares; 2025Q4: 19,458 shares; 2026Q1: 17,014 shares 17,014 $368K 0.02% -2,444 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,882 shares; 2024Q4: 3,831 shares; 2025Q1: 3,800 shares; 2025Q2: 3,800 shares; 2025Q3: 4,148 shares; 2025Q4: 3,800 shares; 2026Q1: 3,800 shares 3,800 $365K 0.02% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,897 shares; 2024Q4: 26,972 shares; 2025Q1: 5,869 shares; 2025Q2: 5,398 shares; 2025Q3: 5,138 shares; 2025Q4: 4,892 shares; 2026Q1: 4,863 shares 4,863 $362K 0.02% -29 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: 4,267 shares; 2024Q4: 7,603 shares; 2025Q1: not reported; 2025Q2: 4,110 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,462 shares 7,462 $359K 0.02% new Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,233 shares; 2024Q4: 7,233 shares; 2025Q1: 7,233 shares; 2025Q2: 7,450 shares; 2025Q3: 5,598 shares; 2025Q4: 5,598 shares; 2026Q1: 4,324 shares 4,324 $358K 0.02% -1,274 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,406 shares; 2024Q4: 6,562 shares; 2025Q1: 6,855 shares; 2025Q2: 6,126 shares; 2025Q3: 5,216 shares; 2025Q4: 4,036 shares; 2026Q1: 4,105 shares 4,105 $356K 0.02% +69 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: 6,280 shares; 2024Q4: 6,280 shares; 2025Q1: 5,421 shares; 2025Q2: 5,396 shares; 2025Q3: 5,596 shares; 2025Q4: 5,596 shares; 2026Q1: 4,940 shares 4,940 $353K 0.02% -656 Timeline GSEW 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: 4,685 shares; 2024Q4: 4,685 shares; 2025Q1: 4,380 shares; 2025Q2: 4,148 shares; 2025Q3: 4,148 shares; 2025Q4: 4,148 shares; 2026Q1: 4,148 shares 4,148 $351K 0.02% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,225 shares; 2024Q4: 40,721 shares; 2025Q1: 41,989 shares; 2025Q2: 35,871 shares; 2025Q3: 28,181 shares; 2025Q4: 27,901 shares; 2026Q1: 29,990 shares 29,990 $346K 0.02% +2,089 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,870 shares; 2024Q4: 10,584 shares; 2025Q1: 10,521 shares; 2025Q2: 9,516 shares; 2025Q3: 9,537 shares; 2025Q4: 9,558 shares; 2026Q1: 9,580 shares 9,580 $346K 0.02% +22 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,343 shares; 2024Q4: 11,771 shares; 2025Q1: 10,846 shares; 2025Q2: 6,559 shares; 2025Q3: 6,177 shares; 2025Q4: 5,531 shares; 2026Q1: 5,317 shares 5,317 $346K 0.02% -214 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,713 shares; 2024Q4: 2,923 shares; 2025Q1: 2,143 shares; 2025Q2: 2,134 shares; 2025Q3: 2,287 shares; 2025Q4: 2,296 shares; 2026Q1: 3,131 shares 3,131 $344K 0.02% +835 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: 121,409 shares; 2024Q4: 132,000 shares; 2025Q1: 6,672 shares; 2025Q2: not reported; 2025Q3: 4,870 shares; 2025Q4: 4,884 shares; 2026Q1: 5,884 shares 5,884 $342K 0.02% +1,000 Timeline RFI COHEN & STEERS TOTAL RETURN More: the full row for COHEN & STEERS TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,267 shares; 2024Q4: 74,698 shares; 2025Q1: 77,436 shares; 2025Q2: 75,355 shares; 2025Q3: 80,047 shares; 2025Q4: 30,596 shares; 2026Q1: 30,664 shares 30,664 $342K 0.02% +68 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,880 shares; 2024Q4: 6,751 shares; 2025Q1: 6,579 shares; 2025Q2: 6,245 shares; 2025Q3: 5,893 shares; 2025Q4: 5,536 shares; 2026Q1: 5,576 shares 5,576 $341K 0.02% +40 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,138 shares; 2024Q4: 1,406 shares; 2025Q1: 1,722 shares; 2025Q2: 1,700 shares; 2025Q3: 1,374 shares; 2025Q4: 999 shares; 2026Q1: 951 shares 951 $340K 0.02% -48 Timeline FSIG 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: 10,740 shares; 2025Q3: 11,354 shares; 2025Q4: 15,743 shares; 2026Q1: 17,893 shares 17,893 $339K 0.02% +2,150 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,906 shares; 2024Q4: 16,782 shares; 2025Q1: 9,825 shares; 2025Q2: 9,825 shares; 2025Q3: 9,825 shares; 2025Q4: 9,500 shares; 2026Q1: 7,505 shares 7,505 $337K 0.02% -1,995 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,658 shares; 2025Q1: 3,809 shares; 2025Q2: 3,710 shares; 2025Q3: 4,011 shares; 2025Q4: 4,063 shares; 2026Q1: 3,100 shares 3,100 $335K 0.02% -963 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: 17,511 shares; 2024Q4: 17,511 shares; 2025Q1: 8,744 shares; 2025Q2: 8,744 shares; 2025Q3: 7,409 shares; 2025Q4: 7,322 shares; 2026Q1: 6,792 shares 6,792 $333K 0.02% -530 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: not reported; 2025Q2: 11,396 shares; 2025Q3: 11,396 shares; 2025Q4: 11,396 shares; 2026Q1: 12,946 shares 12,946 $329K 0.02% +1,550 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: 2,437 shares; 2024Q4: 2,165 shares; 2025Q1: 2,110 shares; 2025Q2: 2,088 shares; 2025Q3: 1,908 shares; 2025Q4: 1,617 shares; 2026Q1: 1,617 shares 1,617 $329K 0.02% 0 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,217 shares; 2024Q4: 22,204 shares; 2025Q1: 7,541 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,239 shares; 2026Q1: 3,156 shares 3,156 $326K 0.02% -83 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,755 shares; 2024Q4: 6,700 shares; 2025Q1: 6,940 shares; 2025Q2: 6,612 shares; 2025Q3: 6,641 shares; 2025Q4: 3,685 shares; 2026Q1: 3,629 shares 3,629 $325K 0.02% -56 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: 8,104 shares; 2024Q4: 7,300 shares; 2025Q1: 6,536 shares; 2025Q2: 7,193 shares; 2025Q3: 10,822 shares; 2025Q4: 9,449 shares; 2026Q1: 6,117 shares 6,117 $323K 0.02% -3,332 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400,400 shares; 2024Q4: 409,623 shares; 2025Q1: 376,482 shares; 2025Q2: 375,452 shares; 2025Q3: 390,324 shares; 2025Q4: 407,778 shares; 2026Q1: 5,434 shares 5,434 $318K 0.02% -402,344 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: 29,210 shares; 2024Q4: 21,359 shares; 2025Q1: 18,603 shares; 2025Q2: 9,337 shares; 2025Q3: 9,348 shares; 2025Q4: 9,360 shares; 2026Q1: 9,370 shares 9,370 $314K 0.02% +10 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,358 shares; 2024Q4: 3,436 shares; 2025Q1: 3,436 shares; 2025Q2: 3,418 shares; 2025Q3: 3,418 shares; 2025Q4: 3,456 shares; 2026Q1: 3,456 shares 3,456 $313K 0.02% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,277 shares; 2024Q4: 11,613 shares; 2025Q1: 10,493 shares; 2025Q2: 10,513 shares; 2025Q3: 10,513 shares; 2025Q4: 10,534 shares; 2026Q1: 15,126 shares 15,126 $313K 0.02% +4,592 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,604 shares; 2024Q4: 10,252 shares; 2025Q1: 9,290 shares; 2025Q2: 9,052 shares; 2025Q3: 8,366 shares; 2025Q4: 8,381 shares; 2026Q1: 8,368 shares 8,368 $311K 0.02% -13 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,924 shares; 2024Q4: 3,625 shares; 2025Q1: 3,303 shares; 2025Q2: 3,303 shares; 2025Q3: 3,303 shares; 2025Q4: 3,303 shares; 2026Q1: 3,303 shares 3,303 $309K 0.02% 0 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: 112,661 shares; 2024Q4: 41,137 shares; 2025Q1: 22,436 shares; 2025Q2: 23,537 shares; 2025Q3: 10,009 shares; 2025Q4: 6,143 shares; 2026Q1: 5,475 shares 5,475 $306K 0.02% -668 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,396 shares; 2026Q1: 1,397 shares 1,397 $299K 0.02% +1 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,589 shares; 2024Q4: 5,594 shares; 2025Q1: 5,598 shares; 2025Q2: 5,602 shares; 2025Q3: 5,606 shares; 2025Q4: 5,826 shares; 2026Q1: 5,635 shares 5,635 $298K 0.02% -191 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,727 shares; 2024Q4: 18,841 shares; 2025Q1: 28,540 shares; 2025Q2: 21,806 shares; 2025Q3: 22,980 shares; 2025Q4: 29,607 shares; 2026Q1: 5,556 shares 5,556 $296K 0.02% -24,051 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,657 shares; 2024Q4: 1,695 shares; 2025Q1: 1,013 shares; 2025Q2: 1,013 shares; 2025Q3: 1,047 shares; 2025Q4: 1,042 shares; 2026Q1: 1,030 shares 1,030 $296K 0.02% -12 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,810 shares; 2024Q4: 2,001 shares; 2025Q1: 1,775 shares; 2025Q2: 1,778 shares; 2025Q3: 1,573 shares; 2025Q4: 1,592 shares; 2026Q1: 1,707 shares 1,707 $295K 0.02% +115 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,064 shares; 2025Q4: 7,000 shares; 2026Q1: 7,331 shares 7,331 $295K 0.02% +331 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: 1,512 shares; 2024Q4: 1,775 shares; 2025Q1: 1,763 shares; 2025Q2: 1,638 shares; 2025Q3: 1,349 shares; 2025Q4: 1,075 shares; 2026Q1: 1,199 shares 1,199 $291K 0.02% +124 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,469 shares; 2026Q1: 2,469 shares 2,469 $290K 0.02% 0 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: 4,328 shares; 2024Q4: 4,256 shares; 2025Q1: 2,578 shares; 2025Q2: 2,290 shares; 2025Q3: 2,661 shares; 2025Q4: 2,496 shares; 2026Q1: 1,987 shares 1,987 $290K 0.02% -509 Timeline TMSL 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: 19,345 shares; 2025Q2: 12,419 shares; 2025Q3: 9,091 shares; 2025Q4: 7,372 shares; 2026Q1: 7,896 shares 7,896 $290K 0.02% +524 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,245 shares; 2024Q4: 4,010 shares; 2025Q1: 3,994 shares; 2025Q2: 3,844 shares; 2025Q3: 2,503 shares; 2025Q4: 2,503 shares; 2026Q1: 2,503 shares 2,503 $289K 0.02% 0 Timeline IJAN 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: 7,957 shares 7,957 $289K 0.02% new Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,073 shares; 2024Q4: 5,370 shares; 2025Q1: 5,370 shares; 2025Q2: 5,370 shares; 2025Q3: 5,180 shares; 2025Q4: 6,706 shares; 2026Q1: 6,706 shares 6,706 $289K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 785 shares; 2025Q2: 785 shares; 2025Q3: 785 shares; 2025Q4: 785 shares; 2026Q1: 785 shares 785 $288K 0.02% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,074 shares; 2025Q3: 1,321 shares; 2025Q4: 962 shares; 2026Q1: 964 shares 964 $285K 0.02% +2 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,100 shares 2,100 $283K 0.02% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 577 shares; 2024Q4: 646 shares; 2025Q1: 913 shares; 2025Q2: 961 shares; 2025Q3: 1,039 shares; 2025Q4: 5,290 shares; 2026Q1: 2,695 shares 2,695 $282K 0.02% -2,595 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 663 shares; 2025Q4: 657 shares; 2026Q1: 702 shares 702 $279K 0.02% +45 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: 6,012 shares; 2024Q4: 6,119 shares; 2025Q1: 3,007 shares; 2025Q2: 6,014 shares; 2025Q3: 6,015 shares; 2025Q4: 6,002 shares; 2026Q1: 6,000 shares 6,000 $278K 0.02% -2 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,348 shares; 2025Q2: 6,348 shares; 2025Q3: 6,348 shares; 2025Q4: 6,348 shares; 2026Q1: 6,348 shares 6,348 $278K 0.02% 0 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,257 shares; 2024Q4: 119,605 shares; 2025Q1: 12,076 shares; 2025Q2: 11,875 shares; 2025Q3: 9,431 shares; 2025Q4: 7,920 shares; 2026Q1: 6,603 shares 6,603 $276K 0.02% -1,317 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: 5,106 shares; 2024Q4: 4,090 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,587 shares; 2025Q4: 2,752 shares; 2026Q1: 2,977 shares 2,977 $276K 0.02% +225 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,759 shares; 2024Q4: 1,197 shares; 2025Q1: 1,190 shares; 2025Q2: not reported; 2025Q3: 1,093 shares; 2025Q4: 1,339 shares; 2026Q1: 1,339 shares 1,339 $276K 0.02% 0 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,149 shares; 2024Q4: 57,895 shares; 2025Q1: 58,895 shares; 2025Q2: 57,703 shares; 2025Q3: 57,973 shares; 2025Q4: 63,300 shares; 2026Q1: 53,375 shares 53,375 $276K 0.02% -9,925 Timeline