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: 1,113,008 shares; 2024Q4: 1,080,549 shares; 2025Q1: 1,003,364 shares; 2025Q2: 1,048,467 shares; 2025Q3: 1,095,288 shares; 2025Q4: 1,103,868 shares; 2026Q1: 1,103,689 shares 1,103,689 $280M 3.18% -179 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: 1,159,770 shares; 2024Q4: 1,177,296 shares; 2025Q1: 1,110,655 shares; 2025Q2: 1,309,696 shares; 2025Q3: 1,353,322 shares; 2025Q4: 1,365,283 shares; 2026Q1: 1,337,996 shares 1,337,996 $233M 2.65% -27,287 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: 335,531 shares; 2024Q4: 330,366 shares; 2025Q1: 306,506 shares; 2025Q2: 321,519 shares; 2025Q3: 339,315 shares; 2025Q4: 342,723 shares; 2026Q1: 342,211 shares 342,211 $224M 2.54% -512 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 351,411 shares; 2024Q4: 355,010 shares; 2025Q1: 336,868 shares; 2025Q2: 340,556 shares; 2025Q3: 334,850 shares; 2025Q4: 350,712 shares; 2026Q1: 323,776 shares 323,776 $211M 2.39% -26,936 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: 461,525 shares; 2024Q4: 445,830 shares; 2025Q1: 409,518 shares; 2025Q2: 366,921 shares; 2025Q3: 376,873 shares; 2025Q4: 372,650 shares; 2026Q1: 349,162 shares 349,162 $209M 2.37% -23,488 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: 348,839 shares; 2024Q4: 345,682 shares; 2025Q1: 323,734 shares; 2025Q2: 342,309 shares; 2025Q3: 368,203 shares; 2025Q4: 374,629 shares; 2026Q1: 373,869 shares 373,869 $138M 1.57% -760 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: 216,562 shares; 2024Q4: 216,786 shares; 2025Q1: 196,041 shares; 2025Q2: 202,542 shares; 2025Q3: 225,367 shares; 2025Q4: 231,510 shares; 2026Q1: 226,775 shares 226,775 $131M 1.49% -4,735 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: 587,908 shares; 2024Q4: 588,341 shares; 2025Q1: 555,968 shares; 2025Q2: 595,069 shares; 2025Q3: 620,920 shares; 2025Q4: 624,110 shares; 2026Q1: 624,108 shares 624,108 $130M 1.48% -2 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,403,515 shares; 2024Q4: 1,466,260 shares; 2025Q1: 1,314,715 shares; 2025Q2: 1,196,326 shares; 2025Q3: 1,229,031 shares; 2025Q4: 1,220,417 shares; 2026Q1: 1,464,742 shares 1,464,742 $122M 1.39% +244,325 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: 158,591 shares; 2024Q4: 635,044 shares; 2025Q1: 827,593 shares; 2025Q2: 836,476 shares; 2025Q3: 1,013,268 shares; 2025Q4: 1,127,752 shares; 2026Q1: 1,908,710 shares 1,908,710 $111M 1.26% +780,958 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: 926,990 shares; 2024Q4: 1,045,739 shares; 2025Q1: 988,937 shares; 2025Q2: 1,025,631 shares; 2025Q3: 1,143,391 shares; 2025Q4: 1,501,986 shares; 2026Q1: 1,565,087 shares 1,565,087 $109M 1.24% +63,101 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: 1,073,574 shares; 2024Q4: 1,187,370 shares; 2025Q1: 1,357,466 shares; 2025Q2: 1,454,766 shares; 2025Q3: 1,513,741 shares; 2025Q4: 1,566,678 shares; 2026Q1: 1,424,547 shares 1,424,547 $105M 1.19% -142,131 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: 1,267,963 shares; 2024Q4: 1,110,251 shares; 2025Q1: 1,099,524 shares; 2025Q2: 950,174 shares; 2025Q3: 975,108 shares; 2025Q4: 1,249,128 shares; 2026Q1: 1,278,593 shares 1,278,593 $97.9M 1.11% +29,465 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: 334,330 shares; 2024Q4: 333,011 shares; 2025Q1: 311,183 shares; 2025Q2: 307,067 shares; 2025Q3: 318,950 shares; 2025Q4: 329,150 shares; 2026Q1: 336,723 shares 336,723 $96.8M 1.1% +7,573 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: 658,514 shares; 2024Q4: 669,421 shares; 2025Q1: 626,777 shares; 2025Q2: 646,359 shares; 2025Q3: 646,597 shares; 2025Q4: 639,184 shares; 2026Q1: 627,878 shares 627,878 $93M 1.06% -11,306 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: 8,906 shares; 2025Q2: 60,464 shares; 2025Q3: 74,746 shares; 2025Q4: 159,965 shares; 2026Q1: 3,308,773 shares 3,308,773 $86.7M 0.99% +3,148,808 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 546,437 shares; 2024Q4: 527,427 shares; 2025Q1: 513,098 shares; 2025Q2: 472,941 shares; 2025Q3: 468,336 shares; 2025Q4: 367,584 shares; 2026Q1: 366,330 shares 366,330 $75.4M 0.86% -1,254 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: 1,103,432 shares; 2024Q4: 1,113,256 shares; 2025Q1: 1,106,990 shares; 2025Q2: 1,090,149 shares; 2025Q3: 1,122,716 shares; 2025Q4: 1,068,771 shares; 2026Q1: 1,088,298 shares 1,088,298 $73.5M 0.84% +19,527 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: 214,268 shares; 2024Q4: 215,280 shares; 2025Q1: 218,303 shares; 2025Q2: 221,449 shares; 2025Q3: 243,498 shares; 2025Q4: 236,329 shares; 2026Q1: 225,379 shares 225,379 $72.3M 0.82% -10,950 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: 398,310 shares; 2024Q4: 401,975 shares; 2025Q1: 363,512 shares; 2025Q2: 342,628 shares; 2025Q3: 347,387 shares; 2025Q4: 346,769 shares; 2026Q1: 372,877 shares 372,877 $71.6M 0.81% +26,108 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: 249,556 shares; 2024Q4: 279,734 shares; 2025Q1: 199,868 shares; 2025Q2: 204,079 shares; 2025Q3: 216,584 shares; 2025Q4: 235,593 shares; 2026Q1: 235,327 shares 235,327 $69.2M 0.79% -266 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: 101,419 shares; 2024Q4: 101,635 shares; 2025Q1: 97,269 shares; 2025Q2: 101,297 shares; 2025Q3: 110,789 shares; 2025Q4: 116,773 shares; 2026Q1: 120,007 shares 120,007 $68.7M 0.78% +3,234 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: 201,844 shares; 2024Q4: 196,986 shares; 2025Q1: 191,432 shares; 2025Q2: 212,859 shares; 2025Q3: 221,788 shares; 2025Q4: 228,844 shares; 2026Q1: 219,728 shares 219,728 $68M 0.77% -9,116 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: 1,132,623 shares; 2024Q4: 1,154,334 shares; 2025Q1: 1,529,574 shares; 2025Q2: 1,511,634 shares; 2025Q3: 1,548,294 shares; 2025Q4: 1,632,519 shares; 2026Q1: 1,567,289 shares 1,567,289 $61.1M 0.69% -65,230 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: 202,186 shares; 2024Q4: 199,545 shares; 2025Q1: 193,999 shares; 2025Q2: 198,786 shares; 2025Q3: 212,142 shares; 2025Q4: 198,322 shares; 2026Q1: 202,555 shares 202,555 $58.1M 0.66% +4,233 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: 532,674 shares; 2024Q4: 545,459 shares; 2025Q1: 469,042 shares; 2025Q2: 457,114 shares; 2025Q3: 453,061 shares; 2025Q4: 439,416 shares; 2026Q1: 449,904 shares 449,904 $55.9M 0.64% +10,488 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: 1,108,480 shares; 2024Q4: 1,023,906 shares; 2025Q1: 1,015,559 shares; 2025Q2: 1,318,472 shares; 2025Q3: 1,186,453 shares; 2025Q4: 1,211,625 shares; 2026Q1: 1,222,405 shares 1,222,405 $55.8M 0.63% +10,780 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: 54,977 shares; 2024Q4: 56,109 shares; 2025Q1: 51,508 shares; 2025Q2: 52,282 shares; 2025Q3: 55,944 shares; 2025Q4: 55,526 shares; 2026Q1: 52,397 shares 52,397 $52.2M 0.59% -3,129 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: 158,557 shares; 2024Q4: 145,548 shares; 2025Q1: 182,650 shares; 2025Q2: 208,161 shares; 2025Q3: 399,941 shares; 2025Q4: 381,987 shares; 2026Q1: 565,578 shares 565,578 $49.9M 0.57% +183,591 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: 99,912 shares; 2024Q4: 96,549 shares; 2025Q1: 86,764 shares; 2025Q2: 91,690 shares; 2025Q3: 95,153 shares; 2025Q4: 115,234 shares; 2026Q1: 120,581 shares 120,581 $44.8M 0.51% +5,347 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,686 shares; 2024Q4: 154,379 shares; 2025Q1: 455,132 shares; 2025Q2: 261,675 shares; 2025Q3: 134,028 shares; 2025Q4: 123,499 shares; 2026Q1: 897,548 shares 897,548 $44.8M 0.51% +774,049 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: 810,946 shares; 2024Q4: 812,359 shares; 2025Q1: 798,657 shares; 2025Q2: 820,469 shares; 2025Q3: 935,985 shares; 2025Q4: 949,168 shares; 2026Q1: 562,548 shares 562,548 $44.5M 0.51% -386,620 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: 283,363 shares; 2024Q4: 291,649 shares; 2025Q1: 288,282 shares; 2025Q2: 291,567 shares; 2025Q3: 402,642 shares; 2025Q4: 413,008 shares; 2026Q1: 388,544 shares 388,544 $43.9M 0.5% -24,464 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: 262,591 shares; 2024Q4: 260,676 shares; 2025Q1: 256,763 shares; 2025Q2: 255,909 shares; 2025Q3: 273,363 shares; 2025Q4: 276,032 shares; 2026Q1: 251,858 shares 251,858 $42.7M 0.49% -24,174 Timeline QDPL 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: 1,023,033 shares; 2024Q4: 1,135,133 shares; 2025Q1: 1,051,964 shares; 2025Q2: 1,036,464 shares; 2025Q3: 1,016,797 shares; 2025Q4: 1,040,303 shares; 2026Q1: 1,045,323 shares 1,045,323 $42M 0.48% +5,020 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: 48,109 shares; 2024Q4: 70,489 shares; 2025Q1: 44,973 shares; 2025Q2: 88,221 shares; 2025Q3: 161,203 shares; 2025Q4: 172,865 shares; 2026Q1: 176,266 shares 176,266 $41.9M 0.48% +3,401 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: 416,702 shares; 2024Q4: 427,249 shares; 2025Q1: 476,233 shares; 2025Q2: 481,513 shares; 2025Q3: 512,774 shares; 2025Q4: 539,821 shares; 2026Q1: 582,079 shares 582,079 $39.7M 0.45% +42,258 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 342,341 shares; 2024Q4: 347,167 shares; 2025Q1: 443,097 shares; 2025Q2: 477,584 shares; 2025Q3: 469,753 shares; 2025Q4: 467,447 shares; 2026Q1: 458,988 shares 458,988 $38.8M 0.44% -8,459 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: 77,595 shares; 2024Q4: 82,316 shares; 2025Q1: 73,603 shares; 2025Q2: 78,218 shares; 2025Q3: 83,194 shares; 2025Q4: 81,295 shares; 2026Q1: 79,404 shares 79,404 $38.1M 0.43% -1,891 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: 405,739 shares; 2024Q4: 361,019 shares; 2025Q1: 304,145 shares; 2025Q2: 325,460 shares; 2025Q3: 419,328 shares; 2025Q4: 371,105 shares; 2026Q1: 379,865 shares 379,865 $37.2M 0.42% +8,760 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: 169,380 shares; 2024Q4: 168,119 shares; 2025Q1: 163,100 shares; 2025Q2: 167,920 shares; 2025Q3: 178,266 shares; 2025Q4: 176,006 shares; 2026Q1: 168,351 shares 168,351 $36.6M 0.42% -7,655 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: 143,418 shares; 2024Q4: 145,167 shares; 2025Q1: 111,902 shares; 2025Q2: 107,883 shares; 2025Q3: 107,597 shares; 2025Q4: 124,426 shares; 2026Q1: 146,323 shares 146,323 $36.3M 0.41% +21,897 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: 403,718 shares; 2024Q4: 417,744 shares; 2025Q1: 373,546 shares; 2025Q2: 364,750 shares; 2025Q3: 375,187 shares; 2025Q4: 360,462 shares; 2026Q1: 395,025 shares 395,025 $35.8M 0.41% +34,563 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,763 shares; 2024Q4: 126,589 shares; 2025Q1: 127,950 shares; 2025Q2: 127,932 shares; 2025Q3: 153,889 shares; 2025Q4: 153,814 shares; 2026Q1: 149,915 shares 149,915 $34.5M 0.39% -3,899 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: 369,544 shares; 2024Q4: 404,554 shares; 2025Q1: 706,127 shares; 2025Q2: 531,359 shares; 2025Q3: 621,623 shares; 2025Q4: 641,159 shares; 2026Q1: 454,647 shares 454,647 $34.2M 0.39% -186,512 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: 141,758 shares; 2024Q4: 208,489 shares; 2025Q1: 449,553 shares; 2025Q2: 622,240 shares; 2025Q3: 540,586 shares; 2025Q4: 669,043 shares; 2026Q1: 641,392 shares 641,392 $33.3M 0.38% -27,651 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: 52,720 shares; 2024Q4: 53,256 shares; 2025Q1: 103,707 shares; 2025Q2: 73,151 shares; 2025Q3: 66,378 shares; 2025Q4: 70,745 shares; 2026Q1: 75,798 shares 75,798 $32.6M 0.37% +5,053 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: 106,008 shares; 2024Q4: 107,149 shares; 2025Q1: 102,624 shares; 2025Q2: 104,844 shares; 2025Q3: 110,803 shares; 2025Q4: 105,473 shares; 2026Q1: 99,105 shares 99,105 $32.6M 0.37% -6,368 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: 118,541 shares; 2024Q4: 127,806 shares; 2025Q1: 134,214 shares; 2025Q2: 137,931 shares; 2025Q3: 149,960 shares; 2025Q4: 151,922 shares; 2026Q1: 150,230 shares 150,230 $31.7M 0.36% -1,692 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: 35,622 shares; 2024Q4: 34,511 shares; 2025Q1: 32,382 shares; 2025Q2: 31,127 shares; 2025Q3: 32,310 shares; 2025Q4: 27,044 shares; 2026Q1: 33,151 shares 33,151 $30.5M 0.35% +6,107 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 213,618 shares; 2025Q3: 230,737 shares; 2025Q4: 258,769 shares; 2026Q1: 840,632 shares 840,632 $30.4M 0.35% +581,863 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: 170,499 shares; 2024Q4: 185,861 shares; 2025Q1: 192,547 shares; 2025Q2: 217,749 shares; 2025Q3: 213,918 shares; 2025Q4: 204,271 shares; 2026Q1: 207,113 shares 207,113 $30.3M 0.34% +2,842 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: 103,096 shares; 2024Q4: 110,104 shares; 2025Q1: 109,993 shares; 2025Q2: 124,364 shares; 2025Q3: 142,698 shares; 2025Q4: 152,005 shares; 2026Q1: 154,269 shares 154,269 $30.3M 0.34% +2,264 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: 120,229 shares; 2024Q4: 117,750 shares; 2025Q1: 108,502 shares; 2025Q2: 105,914 shares; 2025Q3: 125,120 shares; 2025Q4: 123,240 shares; 2026Q1: 121,547 shares 121,547 $29.7M 0.34% -1,693 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: 434,619 shares; 2024Q4: 421,708 shares; 2025Q1: 384,103 shares; 2025Q2: 352,065 shares; 2025Q3: 366,568 shares; 2025Q4: 367,569 shares; 2026Q1: 329,663 shares 329,663 $29.4M 0.33% -37,906 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: 379,839 shares; 2024Q4: 377,032 shares; 2025Q1: 518,465 shares; 2025Q2: 509,195 shares; 2025Q3: 470,317 shares; 2025Q4: 462,983 shares; 2026Q1: 419,372 shares 419,372 $29.4M 0.33% -43,611 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: 100,204 shares; 2024Q4: 100,991 shares; 2025Q1: 99,902 shares; 2025Q2: 101,057 shares; 2025Q3: 102,422 shares; 2025Q4: 98,782 shares; 2026Q1: 93,308 shares 93,308 $29M 0.33% -5,474 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: 259,271 shares; 2024Q4: 282,871 shares; 2025Q1: 278,971 shares; 2025Q2: 297,053 shares; 2025Q3: 375,841 shares; 2025Q4: 366,572 shares; 2026Q1: 372,818 shares 372,818 $28.7M 0.33% +6,246 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,375 shares; 2024Q4: 184,887 shares; 2025Q1: 202,611 shares; 2025Q2: 221,650 shares; 2025Q3: 173,739 shares; 2025Q4: 147,418 shares; 2026Q1: 150,850 shares 150,850 $27.4M 0.31% +3,432 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191,296 shares; 2024Q4: 226,244 shares; 2025Q1: 227,736 shares; 2025Q2: 219,769 shares; 2025Q3: 222,954 shares; 2025Q4: 214,896 shares; 2026Q1: 213,837 shares 213,837 $27M 0.31% -1,059 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: 341,754 shares; 2024Q4: 1,055,254 shares; 2025Q1: 1,015,858 shares; 2025Q2: 978,581 shares; 2025Q3: 1,015,767 shares; 2025Q4: 1,043,579 shares; 2026Q1: 879,606 shares 879,606 $27M 0.31% -163,973 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 262,565 shares; 2024Q4: 263,081 shares; 2025Q1: 214,837 shares; 2025Q2: 206,297 shares; 2025Q3: 171,132 shares; 2025Q4: 149,224 shares; 2026Q1: 138,182 shares 138,182 $26.5M 0.3% -11,042 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: 38,310 shares; 2024Q4: 40,744 shares; 2025Q1: 42,643 shares; 2025Q2: 49,859 shares; 2025Q3: 57,417 shares; 2025Q4: 60,886 shares; 2026Q1: 60,500 shares 60,500 $26.4M 0.3% -386 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: 201,335 shares; 2024Q4: 215,488 shares; 2025Q1: 247,279 shares; 2025Q2: 236,356 shares; 2025Q3: 228,936 shares; 2025Q4: 259,988 shares; 2026Q1: 246,280 shares 246,280 $26.1M 0.3% -13,708 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: 99,062 shares; 2024Q4: 103,380 shares; 2025Q1: 100,771 shares; 2025Q2: 115,054 shares; 2025Q3: 120,893 shares; 2025Q4: 120,020 shares; 2026Q1: 120,289 shares 120,289 $25.9M 0.29% +269 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 296,775 shares; 2025Q1: 305,316 shares; 2025Q2: 314,949 shares; 2025Q3: 311,055 shares; 2025Q4: 319,251 shares; 2026Q1: 349,984 shares 349,984 $25.1M 0.29% +30,733 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,322 shares; 2024Q4: 353,926 shares; 2025Q1: 504,334 shares; 2025Q2: 499,946 shares; 2025Q3: 523,541 shares; 2025Q4: 482,248 shares; 2026Q1: 477,000 shares 477,000 $24M 0.27% -5,248 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: 207,599 shares; 2024Q4: 200,155 shares; 2025Q1: 187,762 shares; 2025Q2: 192,686 shares; 2025Q3: 208,470 shares; 2025Q4: 212,144 shares; 2026Q1: 190,951 shares 190,951 $23.7M 0.27% -21,193 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: 108,703 shares; 2025Q1: 101,043 shares; 2025Q2: 101,251 shares; 2025Q3: 111,531 shares; 2025Q4: 112,515 shares; 2026Q1: 111,010 shares 111,010 $23.7M 0.27% -1,505 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: 795,109 shares; 2024Q4: 991,408 shares; 2025Q1: 1,039,593 shares; 2025Q2: 958,118 shares; 2025Q3: 1,008,748 shares; 2025Q4: 1,017,505 shares; 2026Q1: 1,047,678 shares 1,047,678 $23.5M 0.27% +30,173 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,675 shares; 2024Q4: 19,540 shares; 2025Q1: 20,428 shares; 2025Q2: 23,781 shares; 2025Q3: 24,130 shares; 2025Q4: 24,970 shares; 2026Q1: 26,087 shares 26,087 $23.4M 0.27% +1,117 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: 40,879 shares; 2024Q4: 40,387 shares; 2025Q1: 38,464 shares; 2025Q2: 35,133 shares; 2025Q3: 34,360 shares; 2025Q4: 34,055 shares; 2026Q1: 33,332 shares 33,332 $23.3M 0.26% -723 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: 277,243 shares; 2024Q4: 309,388 shares; 2025Q1: 193,593 shares; 2025Q2: 312,670 shares; 2025Q3: 374,178 shares; 2025Q4: 386,935 shares; 2026Q1: 450,943 shares 450,943 $22.8M 0.26% +64,008 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: 27,720 shares; 2024Q4: 28,190 shares; 2025Q1: 29,093 shares; 2025Q2: 33,828 shares; 2025Q3: 35,081 shares; 2025Q4: 35,708 shares; 2026Q1: 41,238 shares 41,238 $22.6M 0.26% +5,530 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: 779,325 shares; 2024Q4: 948,981 shares; 2025Q1: 996,970 shares; 2025Q2: 920,066 shares; 2025Q3: 962,692 shares; 2025Q4: 976,973 shares; 2026Q1: 1,013,803 shares 1,013,803 $22.6M 0.26% +36,830 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: 286,152 shares; 2024Q4: 476,332 shares; 2025Q1: 394,193 shares; 2025Q2: 477,772 shares; 2025Q3: 502,299 shares; 2025Q4: 431,108 shares; 2026Q1: 409,644 shares 409,644 $22.3M 0.25% -21,464 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,239 shares; 2024Q4: 10,065 shares; 2025Q1: 16,620 shares; 2025Q2: 154,539 shares; 2025Q3: 165,051 shares; 2025Q4: 199,635 shares; 2026Q1: 197,069 shares 197,069 $22.1M 0.25% -2,566 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,583 shares; 2025Q2: 95,310 shares; 2025Q3: 115,570 shares; 2025Q4: 135,091 shares; 2026Q1: 308,317 shares 308,317 $21.8M 0.25% +173,226 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 537,606 shares; 2024Q4: 327,486 shares; 2025Q1: 334,973 shares; 2025Q2: 308,853 shares; 2025Q3: 332,005 shares; 2025Q4: 352,016 shares; 2026Q1: 372,357 shares 372,357 $21.1M 0.24% +20,341 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: 81,819 shares; 2024Q4: 101,441 shares; 2025Q1: 100,980 shares; 2025Q2: 93,556 shares; 2025Q3: 110,952 shares; 2025Q4: 195,803 shares; 2026Q1: 158,100 shares 158,100 $21M 0.24% -37,703 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: 172,566 shares; 2024Q4: 165,620 shares; 2025Q1: 162,405 shares; 2025Q2: 152,671 shares; 2025Q3: 203,922 shares; 2025Q4: 202,090 shares; 2026Q1: 225,615 shares 225,615 $20.9M 0.24% +23,525 Timeline FENI 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: 15,577 shares; 2025Q1: 65,882 shares; 2025Q2: 92,955 shares; 2025Q3: 122,925 shares; 2025Q4: 139,648 shares; 2026Q1: 560,515 shares 560,515 $20.9M 0.24% +420,867 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: 182,228 shares; 2024Q4: 192,768 shares; 2025Q1: 176,785 shares; 2025Q2: 176,204 shares; 2025Q3: 187,926 shares; 2025Q4: 198,581 shares; 2026Q1: 209,977 shares 209,977 $20.8M 0.24% +11,396 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: 239,933 shares; 2024Q4: 242,046 shares; 2025Q1: 204,580 shares; 2025Q2: 198,673 shares; 2025Q3: 213,357 shares; 2025Q4: 219,897 shares; 2026Q1: 214,381 shares 214,381 $20.8M 0.24% -5,516 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: 158,458 shares; 2024Q4: 159,210 shares; 2025Q1: 169,606 shares; 2025Q2: 167,345 shares; 2025Q3: 147,766 shares; 2025Q4: 147,271 shares; 2026Q1: 142,145 shares 142,145 $20.5M 0.23% -5,126 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: 653,184 shares; 2024Q4: 697,886 shares; 2025Q1: 772,268 shares; 2025Q2: 540,585 shares; 2025Q3: 503,183 shares; 2025Q4: 520,042 shares; 2026Q1: 606,620 shares 606,620 $20.5M 0.23% +86,578 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,101 shares; 2024Q4: 17,382 shares; 2025Q1: 23,888 shares; 2025Q2: 30,695 shares; 2025Q3: 60,218 shares; 2025Q4: 74,297 shares; 2026Q1: 93,217 shares 93,217 $20.4M 0.23% +18,920 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: 6,034 shares; 2024Q4: 6,494 shares; 2025Q1: 5,518 shares; 2025Q2: 11,182 shares; 2025Q3: 13,476 shares; 2025Q4: 21,525 shares; 2026Q1: 22,979 shares 22,979 $20.1M 0.23% +1,454 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: 136,485 shares; 2024Q4: 126,090 shares; 2025Q1: 113,850 shares; 2025Q2: 137,522 shares; 2025Q3: 145,338 shares; 2025Q4: 138,131 shares; 2026Q1: 216,658 shares 216,658 $19.9M 0.23% +78,527 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: 47,416 shares; 2024Q4: 50,179 shares; 2025Q1: 47,732 shares; 2025Q2: 47,969 shares; 2025Q3: 44,714 shares; 2025Q4: 688,132 shares; 2026Q1: 785,166 shares 785,166 $19.4M 0.22% +97,034 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: 295,424 shares; 2024Q4: 370,739 shares; 2025Q1: 325,197 shares; 2025Q2: 275,685 shares; 2025Q3: 324,380 shares; 2025Q4: 310,376 shares; 2026Q1: 300,962 shares 300,962 $19.3M 0.22% -9,414 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,316 shares; 2024Q4: 48,258 shares; 2025Q1: 46,941 shares; 2025Q2: 47,124 shares; 2025Q3: 47,512 shares; 2025Q4: 46,729 shares; 2026Q1: 47,321 shares 47,321 $19.3M 0.22% +592 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 401,329 shares; 2024Q4: 403,593 shares; 2025Q1: 468,110 shares; 2025Q2: 483,371 shares; 2025Q3: 490,413 shares; 2025Q4: 430,511 shares; 2026Q1: 309,252 shares 309,252 $19M 0.22% -121,259 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: 35,485 shares; 2024Q4: 31,429 shares; 2025Q1: 29,795 shares; 2025Q2: 32,805 shares; 2025Q3: 33,181 shares; 2025Q4: 40,577 shares; 2026Q1: 88,107 shares 88,107 $18.8M 0.21% +47,530 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: 185,642 shares; 2024Q4: 177,189 shares; 2025Q1: 172,567 shares; 2025Q2: 168,792 shares; 2025Q3: 174,516 shares; 2025Q4: 191,060 shares; 2026Q1: 202,176 shares 202,176 $18.7M 0.21% +11,116 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: 38,593 shares; 2024Q4: 47,080 shares; 2025Q1: 51,950 shares; 2025Q2: 65,008 shares; 2025Q3: 68,248 shares; 2025Q4: 68,539 shares; 2026Q1: 65,182 shares 65,182 $18.4M 0.21% -3,357 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: 70,768 shares; 2024Q4: 75,717 shares; 2025Q1: 65,128 shares; 2025Q2: 73,401 shares; 2025Q3: 86,457 shares; 2025Q4: 84,566 shares; 2026Q1: 88,658 shares 88,658 $18.3M 0.21% +4,092 Timeline RWL 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: 174,826 shares; 2024Q4: 80,136 shares; 2025Q1: 60,397 shares; 2025Q2: 62,100 shares; 2025Q3: 126,392 shares; 2025Q4: 138,880 shares; 2026Q1: 157,708 shares 157,708 $18.1M 0.21% +18,828 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,839 shares; 2024Q4: 3,849 shares; 2025Q1: 3,809 shares; 2025Q2: 16,409 shares; 2025Q3: 38,784 shares; 2025Q4: 47,411 shares; 2026Q1: 56,083 shares 56,083 $17.8M 0.2% +8,672 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: 75,874 shares; 2024Q4: 77,561 shares; 2025Q1: 76,525 shares; 2025Q2: 74,037 shares; 2025Q3: 70,824 shares; 2025Q4: 65,639 shares; 2026Q1: 64,364 shares 64,364 $17.5M 0.2% -1,275 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: 290,570 shares; 2024Q4: 281,467 shares; 2025Q1: 264,370 shares; 2025Q2: 240,616 shares; 2025Q3: 236,122 shares; 2025Q4: 241,476 shares; 2026Q1: 187,090 shares 187,090 $17.4M 0.2% -54,386 Timeline ROAM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 229,441 shares; 2024Q4: 241,074 shares; 2025Q1: 243,351 shares; 2025Q2: 437,320 shares; 2025Q3: 393,787 shares; 2025Q4: 490,080 shares; 2026Q1: 558,556 shares 558,556 $17.3M 0.2% +68,476 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: 321,337 shares; 2024Q4: 321,381 shares; 2025Q1: 318,492 shares; 2025Q2: 332,475 shares; 2025Q3: 379,174 shares; 2025Q4: 367,062 shares; 2026Q1: 339,134 shares 339,134 $17M 0.19% -27,928 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,391 shares; 2026Q1: 376,425 shares 376,425 $16.8M 0.19% +368,034 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,457 shares; 2024Q4: 206,379 shares; 2025Q1: 209,840 shares; 2025Q2: 209,549 shares; 2025Q3: 207,766 shares; 2025Q4: 201,501 shares; 2026Q1: 197,396 shares 197,396 $16.7M 0.19% -4,105 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: 13,947 shares; 2024Q4: 13,890 shares; 2025Q1: 13,426 shares; 2025Q2: 14,582 shares; 2025Q3: 15,605 shares; 2025Q4: 181,066 shares; 2026Q1: 173,661 shares 173,661 $16.7M 0.19% -7,405 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: 346,000 shares; 2024Q4: 340,897 shares; 2025Q1: 363,520 shares; 2025Q2: 368,208 shares; 2025Q3: 303,847 shares; 2025Q4: 274,813 shares; 2026Q1: 261,870 shares 261,870 $16.4M 0.19% -12,943 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221,394 shares; 2024Q4: 192,655 shares; 2025Q1: 263,452 shares; 2025Q2: 279,248 shares; 2025Q3: 296,405 shares; 2025Q4: 310,671 shares; 2026Q1: 323,860 shares 323,860 $16M 0.18% +13,189 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228,483 shares; 2024Q4: 227,569 shares; 2025Q1: 231,226 shares; 2025Q2: 233,918 shares; 2025Q3: 243,321 shares; 2025Q4: 224,209 shares; 2026Q1: 225,132 shares 225,132 $16M 0.18% +923 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: 617,272 shares; 2024Q4: 671,906 shares; 2025Q1: 697,004 shares; 2025Q2: 640,463 shares; 2025Q3: 668,540 shares; 2025Q4: 675,295 shares; 2026Q1: 694,323 shares 694,323 $15.9M 0.18% +19,028 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: 59,546 shares; 2024Q4: 57,887 shares; 2025Q1: 50,014 shares; 2025Q2: 52,326 shares; 2025Q3: 58,495 shares; 2025Q4: 55,915 shares; 2026Q1: 52,451 shares 52,451 $15.9M 0.18% -3,464 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,429 shares; 2024Q4: 34,133 shares; 2025Q1: 32,743 shares; 2025Q2: 32,217 shares; 2025Q3: 30,043 shares; 2025Q4: 29,719 shares; 2026Q1: 29,232 shares 29,232 $15.8M 0.18% -487 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,446 shares; 2025Q1: 23,662 shares; 2025Q2: 163,639 shares; 2025Q3: 176,950 shares; 2025Q4: 252,624 shares; 2026Q1: 615,145 shares 615,145 $15.7M 0.18% +362,521 Timeline IMCB ISHARES 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: 59,010 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 81,250 shares; 2025Q4: 137,663 shares; 2026Q1: 187,984 shares 187,984 $15.7M 0.18% +50,321 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,451 shares; 2024Q4: 110,324 shares; 2025Q1: 99,648 shares; 2025Q2: 98,796 shares; 2025Q3: 95,964 shares; 2025Q4: 144,980 shares; 2026Q1: 174,117 shares 174,117 $15.4M 0.18% +29,137 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: 20,594 shares; 2024Q4: 21,263 shares; 2025Q1: 17,041 shares; 2025Q2: 17,247 shares; 2025Q3: 22,897 shares; 2025Q4: 21,278 shares; 2026Q1: 21,699 shares 21,699 $15.4M 0.17% +421 Timeline GCOW 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: 59,958 shares; 2024Q4: 43,806 shares; 2025Q1: 27,024 shares; 2025Q2: 25,016 shares; 2025Q3: 27,508 shares; 2025Q4: 292,781 shares; 2026Q1: 330,820 shares 330,820 $15.3M 0.17% +38,039 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: 101,913 shares; 2024Q4: 104,321 shares; 2025Q1: 101,265 shares; 2025Q2: 99,401 shares; 2025Q3: 113,247 shares; 2025Q4: 104,525 shares; 2026Q1: 103,156 shares 103,156 $15.2M 0.17% -1,369 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: 34,513 shares; 2024Q4: 27,999 shares; 2025Q1: 15,140 shares; 2025Q2: 15,605 shares; 2025Q3: 22,056 shares; 2025Q4: 24,840 shares; 2026Q1: 44,340 shares 44,340 $15M 0.17% +19,500 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: 27,587 shares; 2024Q4: 29,023 shares; 2025Q1: 33,413 shares; 2025Q2: 38,097 shares; 2025Q3: 40,780 shares; 2025Q4: 42,609 shares; 2026Q1: 41,778 shares 41,778 $14.9M 0.17% -831 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,028 shares; 2024Q4: 196,601 shares; 2025Q1: 220,960 shares; 2025Q2: 225,739 shares; 2025Q3: 192,618 shares; 2025Q4: 210,464 shares; 2026Q1: 222,449 shares 222,449 $14.9M 0.17% +11,985 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: 24,935 shares; 2024Q4: 10,656 shares; 2025Q1: 70,180 shares; 2025Q2: 77,215 shares; 2025Q3: 86,500 shares; 2025Q4: 83,825 shares; 2026Q1: 326,915 shares 326,915 $14.9M 0.17% +243,090 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,854 shares; 2024Q4: 63,136 shares; 2025Q1: 45,383 shares; 2025Q2: 260,576 shares; 2025Q3: 290,156 shares; 2025Q4: 300,028 shares; 2026Q1: 283,141 shares 283,141 $14.9M 0.17% -16,887 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,127 shares; 2024Q4: 139,401 shares; 2025Q1: 132,032 shares; 2025Q2: 492,949 shares; 2025Q3: 575,065 shares; 2025Q4: 639,734 shares; 2026Q1: 485,447 shares 485,447 $14.7M 0.17% -154,287 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: 436,866 shares; 2024Q4: 341,554 shares; 2025Q1: 318,348 shares; 2025Q2: 319,289 shares; 2025Q3: 321,178 shares; 2025Q4: 315,930 shares; 2026Q1: 311,649 shares 311,649 $14.7M 0.17% -4,281 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: 38,090 shares; 2024Q4: 36,413 shares; 2025Q1: 40,470 shares; 2025Q2: 37,458 shares; 2025Q3: 34,173 shares; 2025Q4: 35,283 shares; 2026Q1: 34,183 shares 34,183 $14.6M 0.17% -1,100 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: 63,178 shares; 2024Q4: 110,444 shares; 2025Q1: 60,628 shares; 2025Q2: 64,471 shares; 2025Q3: 62,810 shares; 2025Q4: 63,328 shares; 2026Q1: 59,982 shares 59,982 $14.5M 0.17% -3,346 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,340 shares; 2024Q4: 32,101 shares; 2025Q1: 31,708 shares; 2025Q2: 31,727 shares; 2025Q3: 31,691 shares; 2025Q4: 31,613 shares; 2026Q1: 115,196 shares 115,196 $14.5M 0.16% +83,583 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: 11,701 shares; 2024Q4: 9,429 shares; 2025Q1: 15,738 shares; 2025Q2: 52,407 shares; 2025Q3: 110,305 shares; 2025Q4: 120,410 shares; 2026Q1: 130,884 shares 130,884 $14.5M 0.16% +10,474 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 74,609 shares; 2025Q4: 225,596 shares; 2026Q1: 433,429 shares 433,429 $14.3M 0.16% +207,833 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: 118,592 shares; 2024Q4: 121,266 shares; 2025Q1: 117,921 shares; 2025Q2: 118,995 shares; 2025Q3: 125,443 shares; 2025Q4: 120,367 shares; 2026Q1: 110,656 shares 110,656 $14.3M 0.16% -9,711 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: 514,305 shares; 2026Q1: 267,778 shares 267,778 $14.2M 0.16% -246,527 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: 345,017 shares; 2024Q4: 387,073 shares; 2025Q1: 358,713 shares; 2025Q2: 247,142 shares; 2025Q3: 254,094 shares; 2025Q4: 255,817 shares; 2026Q1: 260,037 shares 260,037 $14.1M 0.16% +4,220 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: 27,583 shares; 2024Q4: 52,062 shares; 2025Q1: 65,873 shares; 2025Q2: 97,038 shares; 2025Q3: 164,704 shares; 2025Q4: 245,973 shares; 2026Q1: 330,366 shares 330,366 $14.1M 0.16% +84,393 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: 40,289 shares; 2024Q4: 40,375 shares; 2025Q1: 43,456 shares; 2025Q2: 46,984 shares; 2025Q3: 47,249 shares; 2025Q4: 62,861 shares; 2026Q1: 56,099 shares 56,099 $14M 0.16% -6,762 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: 28,366 shares; 2024Q4: 28,537 shares; 2025Q1: 25,566 shares; 2025Q2: 26,517 shares; 2025Q3: 27,641 shares; 2025Q4: 28,042 shares; 2026Q1: 27,863 shares 27,863 $13.9M 0.16% -179 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,612 shares; 2024Q4: 44,539 shares; 2025Q1: 43,330 shares; 2025Q2: 41,026 shares; 2025Q3: 38,741 shares; 2025Q4: 38,362 shares; 2026Q1: 38,069 shares 38,069 $13.7M 0.16% -293 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: 172,888 shares; 2024Q4: 171,319 shares; 2025Q1: 161,018 shares; 2025Q2: 163,786 shares; 2025Q3: 190,425 shares; 2025Q4: 196,716 shares; 2026Q1: 113,014 shares 113,014 $13.6M 0.15% -83,702 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: 62,252 shares; 2024Q4: 53,750 shares; 2025Q1: 52,332 shares; 2025Q2: 56,204 shares; 2025Q3: 51,622 shares; 2025Q4: 64,554 shares; 2026Q1: 66,272 shares 66,272 $13.5M 0.15% +1,718 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,268 shares; 2024Q4: 173,408 shares; 2025Q1: 179,402 shares; 2025Q2: 145,095 shares; 2025Q3: 193,080 shares; 2025Q4: 261,447 shares; 2026Q1: 264,905 shares 264,905 $13.2M 0.15% +3,458 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: 306,192 shares; 2024Q4: 289,024 shares; 2025Q1: 268,826 shares; 2025Q2: 262,043 shares; 2025Q3: 262,990 shares; 2025Q4: 266,391 shares; 2026Q1: 269,331 shares 269,331 $13.1M 0.15% +2,940 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: 55,909 shares; 2024Q4: 56,222 shares; 2025Q1: 57,449 shares; 2025Q2: 69,631 shares; 2025Q3: 70,030 shares; 2025Q4: 66,958 shares; 2026Q1: 65,711 shares 65,711 $13M 0.15% -1,247 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,640 shares; 2024Q4: 84,124 shares; 2025Q1: 128,512 shares; 2025Q2: 86,175 shares; 2025Q3: 100,077 shares; 2025Q4: 108,764 shares; 2026Q1: 128,788 shares 128,788 $13M 0.15% +20,024 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: 17,302 shares; 2024Q4: 27,190 shares; 2025Q1: 24,756 shares; 2025Q2: 24,538 shares; 2025Q3: 27,909 shares; 2025Q4: 32,630 shares; 2026Q1: 37,293 shares 37,293 $12.6M 0.14% +4,663 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: 117,370 shares; 2024Q4: 113,924 shares; 2025Q1: 107,911 shares; 2025Q2: 109,462 shares; 2025Q3: 115,844 shares; 2025Q4: 122,965 shares; 2026Q1: 122,194 shares 122,194 $12.5M 0.14% -771 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: 136,768 shares; 2024Q4: 368,317 shares; 2025Q1: 250,532 shares; 2025Q2: 252,645 shares; 2025Q3: 349,587 shares; 2025Q4: 406,534 shares; 2026Q1: 430,503 shares 430,503 $12.5M 0.14% +23,969 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: 56,786 shares; 2024Q4: 40,299 shares; 2025Q1: 43,308 shares; 2025Q2: 44,063 shares; 2025Q3: 46,754 shares; 2025Q4: 47,393 shares; 2026Q1: 47,693 shares 47,693 $12.5M 0.14% +300 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,183 shares; 2024Q4: 68,707 shares; 2025Q1: 413,131 shares; 2025Q2: 397,397 shares; 2025Q3: 386,126 shares; 2025Q4: 447,000 shares; 2026Q1: 488,842 shares 488,842 $12.4M 0.14% +41,842 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: 63,975 shares; 2024Q4: 64,154 shares; 2025Q1: 62,233 shares; 2025Q2: 62,069 shares; 2025Q3: 64,059 shares; 2025Q4: 66,018 shares; 2026Q1: 62,067 shares 62,067 $12.3M 0.14% -3,951 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: 76,261 shares; 2024Q4: 76,077 shares; 2025Q1: 81,065 shares; 2025Q2: 84,235 shares; 2025Q3: 106,985 shares; 2025Q4: 122,553 shares; 2026Q1: 121,919 shares 121,919 $12.3M 0.14% -634 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: 12,589 shares; 2024Q4: 14,923 shares; 2025Q1: 16,873 shares; 2025Q2: 22,152 shares; 2025Q3: 25,135 shares; 2025Q4: 29,003 shares; 2026Q1: 31,236 shares 31,236 $12.2M 0.14% +2,233 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: 15,468 shares; 2024Q4: 16,010 shares; 2025Q1: 17,427 shares; 2025Q2: 14,449 shares; 2025Q3: 9,617 shares; 2025Q4: 96,768 shares; 2026Q1: 126,901 shares 126,901 $12.1M 0.14% +30,133 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: 26,568 shares; 2024Q4: 26,112 shares; 2025Q1: 25,875 shares; 2025Q2: 24,814 shares; 2025Q3: 25,888 shares; 2025Q4: 24,429 shares; 2026Q1: 24,559 shares 24,559 $12.1M 0.14% +130 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: 142,182 shares; 2024Q4: 136,306 shares; 2025Q1: 111,035 shares; 2025Q2: 116,502 shares; 2025Q3: 151,314 shares; 2025Q4: 155,167 shares; 2026Q1: 154,112 shares 154,112 $12M 0.14% -1,055 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: 29,029 shares; 2024Q4: 27,134 shares; 2025Q1: 25,346 shares; 2025Q2: 28,245 shares; 2025Q3: 31,290 shares; 2025Q4: 31,437 shares; 2026Q1: 33,919 shares 33,919 $11.9M 0.14% +2,482 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: 346,624 shares; 2024Q4: 313,568 shares; 2025Q1: 314,990 shares; 2025Q2: 314,456 shares; 2025Q3: 325,147 shares; 2025Q4: 313,313 shares; 2026Q1: 306,642 shares 306,642 $11.9M 0.14% -6,671 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,284 shares; 2024Q4: 63,459 shares; 2025Q1: 65,377 shares; 2025Q2: 65,747 shares; 2025Q3: 65,558 shares; 2025Q4: 64,150 shares; 2026Q1: 53,991 shares 53,991 $11.8M 0.13% -10,159 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: 294,986 shares; 2024Q4: 353,331 shares; 2025Q1: 344,596 shares; 2025Q2: 241,632 shares; 2025Q3: 249,405 shares; 2025Q4: 294,010 shares; 2026Q1: 332,272 shares 332,272 $11.7M 0.13% +38,262 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,098 shares; 2024Q4: 21,501 shares; 2025Q1: 31,158 shares; 2025Q2: 37,153 shares; 2025Q3: 32,337 shares; 2025Q4: 12,085 shares; 2026Q1: 234,360 shares 234,360 $11.7M 0.13% +222,275 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,518 shares; 2024Q4: 84,014 shares; 2025Q1: 79,417 shares; 2025Q2: 83,878 shares; 2025Q3: 98,455 shares; 2025Q4: 96,146 shares; 2026Q1: 84,091 shares 84,091 $11.7M 0.13% -12,055 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: 222,909 shares; 2024Q4: 217,900 shares; 2025Q1: 204,083 shares; 2025Q2: 206,934 shares; 2025Q3: 199,612 shares; 2025Q4: 196,917 shares; 2026Q1: 193,113 shares 193,113 $11.7M 0.13% -3,804 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: 107,928 shares; 2026Q1: 702,858 shares 702,858 $11.7M 0.13% +594,930 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: 50,669 shares; 2024Q4: 49,864 shares; 2025Q1: 46,086 shares; 2025Q2: 52,552 shares; 2025Q3: 70,631 shares; 2025Q4: 80,289 shares; 2026Q1: 85,826 shares 85,826 $11.7M 0.13% +5,537 Timeline ILOW AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 10,788 shares; 2025Q3: 230,994 shares; 2025Q4: 238,037 shares; 2026Q1: 273,351 shares 273,351 $11.7M 0.13% +35,314 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: 79,304 shares; 2024Q4: 77,616 shares; 2025Q1: 76,488 shares; 2025Q2: 77,006 shares; 2025Q3: 77,084 shares; 2025Q4: 72,309 shares; 2026Q1: 73,951 shares 73,951 $11.5M 0.13% +1,642 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 432,881 shares; 2024Q4: 462,269 shares; 2025Q1: 455,316 shares; 2025Q2: 443,723 shares; 2025Q3: 410,540 shares; 2025Q4: 405,328 shares; 2026Q1: 408,940 shares 408,940 $11.5M 0.13% +3,612 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: 130,753 shares; 2024Q4: 133,554 shares; 2025Q1: 123,030 shares; 2025Q2: 124,246 shares; 2025Q3: 117,436 shares; 2025Q4: 108,890 shares; 2026Q1: 110,745 shares 110,745 $11.3M 0.13% +1,855 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,821 shares; 2024Q4: 37,942 shares; 2025Q1: 32,999 shares; 2025Q2: 31,992 shares; 2025Q3: 32,025 shares; 2025Q4: 495,743 shares; 2026Q1: 517,913 shares 517,913 $11.3M 0.13% +22,170 Timeline HYMB 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: 282,740 shares; 2024Q4: 214,157 shares; 2025Q1: 36,646 shares; 2025Q2: 29,074 shares; 2025Q3: 42,653 shares; 2025Q4: 40,154 shares; 2026Q1: 455,520 shares 455,520 $11.3M 0.13% +415,366 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 364,005 shares; 2024Q4: 364,797 shares; 2025Q1: 340,309 shares; 2025Q2: 342,599 shares; 2025Q3: 438,244 shares; 2025Q4: 446,351 shares; 2026Q1: 458,958 shares 458,958 $11.3M 0.13% +12,607 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,540 shares; 2024Q4: 68,401 shares; 2025Q1: 144,217 shares; 2025Q2: 148,598 shares; 2025Q3: 143,997 shares; 2025Q4: 138,848 shares; 2026Q1: 147,708 shares 147,708 $11.2M 0.13% +8,860 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: 47,682 shares; 2024Q4: 39,225 shares; 2025Q1: 38,653 shares; 2025Q2: 38,921 shares; 2025Q3: 39,973 shares; 2025Q4: 39,279 shares; 2026Q1: 38,673 shares 38,673 $11.1M 0.13% -606 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: 38,715 shares; 2024Q4: 31,889 shares; 2025Q1: 29,950 shares; 2025Q2: 31,706 shares; 2025Q3: 30,741 shares; 2025Q4: 37,934 shares; 2026Q1: 34,564 shares 34,564 $11.1M 0.13% -3,370 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,354 shares; 2024Q4: 47,918 shares; 2025Q1: 45,823 shares; 2025Q2: 53,894 shares; 2025Q3: 58,231 shares; 2025Q4: 62,042 shares; 2026Q1: 56,445 shares 56,445 $11M 0.12% -5,597 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,085 shares; 2024Q4: 93,747 shares; 2025Q1: 98,796 shares; 2025Q2: 102,562 shares; 2025Q3: 104,477 shares; 2025Q4: 100,983 shares; 2026Q1: 93,906 shares 93,906 $10.9M 0.12% -7,077 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: 36,421 shares; 2024Q4: 34,330 shares; 2025Q1: 31,408 shares; 2025Q2: 31,382 shares; 2025Q3: 31,721 shares; 2025Q4: 31,256 shares; 2026Q1: 30,430 shares 30,430 $10.9M 0.12% -826 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: 8,495 shares; 2024Q4: 8,690 shares; 2025Q1: 8,712 shares; 2025Q2: 8,568 shares; 2025Q3: 8,659 shares; 2025Q4: 9,011 shares; 2026Q1: 9,355 shares 9,355 $10.8M 0.12% +344 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: 6,648 shares; 2024Q4: 12,145 shares; 2025Q1: 70,329 shares; 2025Q2: 93,828 shares; 2025Q3: 159,777 shares; 2025Q4: 182,960 shares; 2026Q1: 217,668 shares 217,668 $10.7M 0.12% +34,708 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 344,781 shares; 2024Q4: 291,320 shares; 2025Q1: 254,339 shares; 2025Q2: 311,367 shares; 2025Q3: 312,446 shares; 2025Q4: 307,587 shares; 2026Q1: 217,162 shares 217,162 $10.7M 0.12% -90,425 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: 231,714 shares; 2024Q4: 99,810 shares; 2025Q1: 106,098 shares; 2025Q2: 104,715 shares; 2025Q3: 112,383 shares; 2025Q4: 108,262 shares; 2026Q1: 123,003 shares 123,003 $10.7M 0.12% +14,741 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: 83,704 shares; 2024Q4: 77,450 shares; 2025Q1: 72,157 shares; 2025Q2: 72,210 shares; 2025Q3: 73,559 shares; 2025Q4: 69,515 shares; 2026Q1: 68,596 shares 68,596 $10.7M 0.12% -919 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,551 shares; 2024Q4: 16,257 shares; 2025Q1: 17,444 shares; 2025Q2: 17,087 shares; 2025Q3: 202,272 shares; 2025Q4: 224,766 shares; 2026Q1: 227,912 shares 227,912 $10.6M 0.12% +3,146 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: 88,082 shares; 2024Q4: 82,759 shares; 2025Q1: 75,547 shares; 2025Q2: 71,976 shares; 2025Q3: 75,277 shares; 2025Q4: 75,473 shares; 2026Q1: 73,205 shares 73,205 $10.4M 0.12% -2,268 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: 348,495 shares; 2024Q4: 198,781 shares; 2025Q1: 188,827 shares; 2025Q2: 193,920 shares; 2025Q3: 204,942 shares; 2025Q4: 210,089 shares; 2026Q1: 213,193 shares 213,193 $10.3M 0.12% +3,104 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: 8,447 shares; 2024Q4: 27,541 shares; 2025Q1: 24,635 shares; 2025Q2: 83,082 shares; 2025Q3: 186,068 shares; 2025Q4: 273,120 shares; 2026Q1: 299,200 shares 299,200 $10.3M 0.12% +26,080 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: 98,651 shares; 2024Q4: 101,556 shares; 2025Q1: 103,765 shares; 2025Q2: 205,910 shares; 2025Q3: 218,214 shares; 2025Q4: 225,294 shares; 2026Q1: 221,521 shares 221,521 $10.3M 0.12% -3,773 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,509 shares; 2024Q4: 9,352 shares; 2025Q1: 9,466 shares; 2025Q2: 9,178 shares; 2025Q3: 9,395 shares; 2025Q4: 9,189 shares; 2026Q1: 9,260 shares 9,260 $10.1M 0.12% +71 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: 123,316 shares; 2024Q4: 140,488 shares; 2025Q1: 184,500 shares; 2025Q2: 191,060 shares; 2025Q3: 194,659 shares; 2025Q4: 133,449 shares; 2026Q1: 114,560 shares 114,560 $10.1M 0.11% -18,889 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,700 shares; 2025Q4: 281,855 shares; 2026Q1: 324,507 shares 324,507 $10.1M 0.11% +42,652 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,453 shares; 2024Q4: 29,147 shares; 2025Q1: 30,542 shares; 2025Q2: 31,992 shares; 2025Q3: 32,019 shares; 2025Q4: 30,957 shares; 2026Q1: 27,487 shares 27,487 $9.98M 0.11% -3,470 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: 57,263 shares; 2024Q4: 57,907 shares; 2025Q1: 56,961 shares; 2025Q2: 58,287 shares; 2025Q3: 59,484 shares; 2025Q4: 59,079 shares; 2026Q1: 48,974 shares 48,974 $9.95M 0.11% -10,105 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,623 shares; 2024Q4: 118,885 shares; 2025Q1: 131,657 shares; 2025Q2: 65,153 shares; 2025Q3: 123,496 shares; 2025Q4: 131,117 shares; 2026Q1: 126,456 shares 126,456 $9.95M 0.11% -4,661 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: 64,518 shares; 2024Q4: 54,722 shares; 2025Q1: 49,181 shares; 2025Q2: 50,570 shares; 2025Q3: 47,858 shares; 2025Q4: 73,848 shares; 2026Q1: 67,685 shares 67,685 $9.92M 0.11% -6,163 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: 25,462 shares; 2024Q4: 24,084 shares; 2025Q1: 23,447 shares; 2025Q2: 29,178 shares; 2025Q3: 210,553 shares; 2025Q4: 244,248 shares; 2026Q1: 173,629 shares 173,629 $9.86M 0.11% -70,619 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 503,508 shares; 2024Q4: 512,324 shares; 2025Q1: 440,306 shares; 2025Q2: 556,136 shares; 2025Q3: 543,411 shares; 2025Q4: 473,975 shares; 2026Q1: 191,549 shares 191,549 $9.73M 0.11% -282,426 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345,249 shares; 2024Q4: 292,671 shares; 2025Q1: 216,927 shares; 2025Q2: 213,068 shares; 2025Q3: 204,594 shares; 2025Q4: 239,054 shares; 2026Q1: 192,431 shares 192,431 $9.69M 0.11% -46,623 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,320 shares; 2024Q4: 46,426 shares; 2025Q1: 46,842 shares; 2025Q2: 31,658 shares; 2025Q3: 36,216 shares; 2025Q4: 44,522 shares; 2026Q1: 46,121 shares 46,121 $9.6M 0.11% +1,599 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,847 shares; 2024Q4: 40,057 shares; 2025Q1: 33,700 shares; 2025Q2: 33,061 shares; 2025Q3: 32,949 shares; 2025Q4: 32,970 shares; 2026Q1: 31,718 shares 31,718 $9.48M 0.11% -1,252 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 334,714 shares; 2024Q4: 348,025 shares; 2025Q1: 355,644 shares; 2025Q2: 370,984 shares; 2025Q3: 391,901 shares; 2025Q4: 766,042 shares; 2026Q1: 422,572 shares 422,572 $9.46M 0.11% -343,470 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: 133,473 shares; 2024Q4: 132,589 shares; 2025Q1: 122,008 shares; 2025Q2: 117,978 shares; 2025Q3: 129,712 shares; 2025Q4: 121,665 shares; 2026Q1: 123,708 shares 123,708 $9.41M 0.11% +2,043 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,425 shares; 2024Q4: 13,586 shares; 2025Q1: 13,875 shares; 2025Q2: 14,364 shares; 2025Q3: 14,115 shares; 2025Q4: 13,756 shares; 2026Q1: 12,830 shares 12,830 $9.34M 0.11% -926 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: 96,178 shares; 2024Q4: 99,193 shares; 2025Q1: 97,339 shares; 2025Q2: 51,546 shares; 2025Q3: 66,851 shares; 2025Q4: 77,850 shares; 2026Q1: 88,857 shares 88,857 $9.33M 0.11% +11,007 Timeline CSHI 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: 118,484 shares; 2025Q2: 156,635 shares; 2025Q3: 159,756 shares; 2025Q4: 162,900 shares; 2026Q1: 185,182 shares 185,182 $9.22M 0.1% +22,282 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,511 shares; 2024Q4: 170,160 shares; 2025Q1: 159,109 shares; 2025Q2: 156,215 shares; 2025Q3: 154,211 shares; 2025Q4: 154,559 shares; 2026Q1: 152,481 shares 152,481 $9.22M 0.1% -2,078 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 108,851 shares 108,851 $9.2M 0.1% new Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,876 shares; 2024Q4: 5,784 shares; 2025Q1: 5,789 shares; 2025Q2: 5,867 shares; 2025Q3: 5,821 shares; 2025Q4: 18,211 shares; 2026Q1: 19,372 shares 19,372 $9.19M 0.1% +1,161 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,446 shares; 2024Q4: 115,229 shares; 2025Q1: 106,183 shares; 2025Q2: 100,897 shares; 2025Q3: 101,167 shares; 2025Q4: 99,591 shares; 2026Q1: 97,193 shares 97,193 $9.1M 0.1% -2,398 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: 10,410 shares; 2024Q4: 8,160 shares; 2025Q1: 8,601 shares; 2025Q2: 20,560 shares; 2025Q3: 27,831 shares; 2025Q4: 28,104 shares; 2026Q1: 22,818 shares 22,818 $9.08M 0.1% -5,286 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: 8,813 shares; 2024Q4: 8,674 shares; 2025Q1: 8,234 shares; 2025Q2: 8,220 shares; 2025Q3: 8,204 shares; 2025Q4: 8,165 shares; 2026Q1: 76,425 shares 76,425 $9.05M 0.1% +68,260 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: 119,074 shares; 2024Q4: 112,092 shares; 2025Q1: 103,663 shares; 2025Q2: 98,604 shares; 2025Q3: 98,266 shares; 2025Q4: 94,218 shares; 2026Q1: 93,648 shares 93,648 $9.03M 0.1% -570 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 428,565 shares; 2024Q4: 457,678 shares; 2025Q1: 416,232 shares; 2025Q2: 512,616 shares; 2025Q3: 525,238 shares; 2025Q4: 533,662 shares; 2026Q1: 525,788 shares 525,788 $9M 0.1% -7,874 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: 52,162 shares; 2024Q4: 43,376 shares; 2025Q1: 42,720 shares; 2025Q2: 42,795 shares; 2025Q3: 46,092 shares; 2025Q4: 44,723 shares; 2026Q1: 46,639 shares 46,639 $9M 0.1% +1,916 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: 23,964 shares; 2024Q4: 26,257 shares; 2025Q1: 26,710 shares; 2025Q2: 254,422 shares; 2025Q3: 294,959 shares; 2025Q4: 324,300 shares; 2026Q1: 65,001 shares 65,001 $8.99M 0.1% -259,299 Timeline IBHF ISHARES 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: 14,238 shares; 2025Q1: 83,152 shares; 2025Q2: 138,721 shares; 2025Q3: 367,528 shares; 2025Q4: 380,358 shares; 2026Q1: 389,445 shares 389,445 $8.94M 0.1% +9,087 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: 38,464 shares; 2024Q4: 38,917 shares; 2025Q1: 38,941 shares; 2025Q2: 38,499 shares; 2025Q3: 37,646 shares; 2025Q4: 41,872 shares; 2026Q1: 39,399 shares 39,399 $8.85M 0.1% -2,473 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: 40,143 shares; 2024Q4: 39,762 shares; 2025Q1: 35,997 shares; 2025Q2: 34,767 shares; 2025Q3: 36,775 shares; 2025Q4: 37,770 shares; 2026Q1: 37,426 shares 37,426 $8.84M 0.1% -344 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,179 shares; 2024Q4: 32,187 shares; 2025Q1: 32,391 shares; 2025Q2: 31,837 shares; 2025Q3: 31,910 shares; 2025Q4: 31,973 shares; 2026Q1: 32,142 shares 32,142 $8.81M 0.1% +169 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: 109,862 shares; 2024Q4: 117,791 shares; 2025Q1: 122,266 shares; 2025Q2: 133,580 shares; 2025Q3: 142,371 shares; 2025Q4: 125,682 shares; 2026Q1: 157,056 shares 157,056 $8.72M 0.1% +31,374 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: 17,663 shares; 2024Q4: 17,993 shares; 2025Q1: 17,381 shares; 2025Q2: 16,997 shares; 2025Q3: 17,330 shares; 2025Q4: 19,453 shares; 2026Q1: 18,664 shares 18,664 $8.6M 0.1% -789 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: 25,505 shares; 2024Q4: 25,143 shares; 2025Q1: 22,147 shares; 2025Q2: 22,599 shares; 2025Q3: 24,983 shares; 2025Q4: 25,207 shares; 2026Q1: 22,363 shares 22,363 $8.57M 0.1% -2,844 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: 19,891 shares; 2024Q4: 20,105 shares; 2025Q1: 15,154 shares; 2025Q2: 26,871 shares; 2025Q3: 30,940 shares; 2025Q4: 33,022 shares; 2026Q1: 31,086 shares 31,086 $8.41M 0.1% -1,936 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: 81,152 shares; 2024Q4: 82,933 shares; 2025Q1: 73,550 shares; 2025Q2: 79,278 shares; 2025Q3: 93,264 shares; 2025Q4: 90,953 shares; 2026Q1: 89,580 shares 89,580 $8.32M 0.09% -1,373 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,718 shares; 2024Q4: 23,119 shares; 2025Q1: 24,004 shares; 2025Q2: 24,952 shares; 2025Q3: 25,107 shares; 2025Q4: 25,232 shares; 2026Q1: 22,794 shares 22,794 $8.29M 0.09% -2,438 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: 13,274 shares; 2024Q4: 13,304 shares; 2025Q1: 11,961 shares; 2025Q2: 11,254 shares; 2025Q3: 11,426 shares; 2025Q4: 11,419 shares; 2026Q1: 11,347 shares 11,347 $8.27M 0.09% -72 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,226 shares; 2024Q4: 6,062 shares; 2025Q1: 5,826 shares; 2025Q2: 5,519 shares; 2025Q3: 9,461 shares; 2025Q4: 9,577 shares; 2026Q1: 9,722 shares 9,722 $8.22M 0.09% +145 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,135 shares; 2024Q4: 110,706 shares; 2025Q1: 107,686 shares; 2025Q2: 108,276 shares; 2025Q3: 111,078 shares; 2025Q4: 128,304 shares; 2026Q1: 131,220 shares 131,220 $8.19M 0.09% +2,916 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: 29,873 shares; 2024Q4: 30,438 shares; 2025Q1: 30,407 shares; 2025Q2: 29,148 shares; 2025Q3: 31,282 shares; 2025Q4: 30,901 shares; 2026Q1: 27,067 shares 27,067 $8.19M 0.09% -3,834 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,499 shares; 2024Q4: 20,247 shares; 2025Q1: 19,830 shares; 2025Q2: 19,734 shares; 2025Q3: 42,816 shares; 2025Q4: 52,300 shares; 2026Q1: 50,794 shares 50,794 $8.15M 0.09% -1,506 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227,411 shares; 2024Q4: 232,038 shares; 2025Q1: 207,400 shares; 2025Q2: 175,563 shares; 2025Q3: 108,761 shares; 2025Q4: 181,576 shares; 2026Q1: 337,543 shares 337,543 $7.85M 0.09% +155,967 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,208 shares; 2024Q4: 4,608 shares; 2025Q1: 5,585 shares; 2025Q2: 5,523 shares; 2025Q3: 5,708 shares; 2025Q4: 5,638 shares; 2026Q1: 5,876 shares 5,876 $7.76M 0.09% +238 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: 72,530 shares; 2024Q4: 72,312 shares; 2025Q1: 50,389 shares; 2025Q2: 49,027 shares; 2025Q3: 53,494 shares; 2025Q4: 53,463 shares; 2026Q1: 53,070 shares 53,070 $7.75M 0.09% -393 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,268 shares; 2024Q4: 41,174 shares; 2025Q1: 40,388 shares; 2025Q2: 40,084 shares; 2025Q3: 43,013 shares; 2025Q4: 45,069 shares; 2026Q1: 45,724 shares 45,724 $7.73M 0.09% +655 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: 27,427 shares; 2024Q4: 25,689 shares; 2025Q1: 24,136 shares; 2025Q2: 25,780 shares; 2025Q3: 32,091 shares; 2025Q4: 37,553 shares; 2026Q1: 38,420 shares 38,420 $7.65M 0.09% +867 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,417 shares; 2024Q4: 41,649 shares; 2025Q1: 47,314 shares; 2025Q2: 68,702 shares; 2025Q3: 75,206 shares; 2025Q4: 101,267 shares; 2026Q1: 148,951 shares 148,951 $7.59M 0.09% +47,684 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: 96,745 shares; 2024Q4: 76,476 shares; 2025Q1: 112,892 shares; 2025Q2: 114,270 shares; 2025Q3: 114,241 shares; 2025Q4: 111,429 shares; 2026Q1: 94,933 shares 94,933 $7.56M 0.09% -16,496 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,461 shares; 2024Q4: 50,901 shares; 2025Q1: 58,862 shares; 2025Q2: 62,905 shares; 2025Q3: 63,927 shares; 2025Q4: 60,888 shares; 2026Q1: 55,437 shares 55,437 $7.54M 0.09% -5,451 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: 142,079 shares; 2024Q4: 140,158 shares; 2025Q1: 138,045 shares; 2025Q2: 137,913 shares; 2025Q3: 146,162 shares; 2025Q4: 150,393 shares; 2026Q1: 110,600 shares 110,600 $7.54M 0.09% -39,793 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 419,016 shares; 2024Q4: 354,490 shares; 2025Q1: 316,109 shares; 2025Q2: 328,815 shares; 2025Q3: 364,697 shares; 2025Q4: 427,459 shares; 2026Q1: 420,292 shares 420,292 $7.46M 0.08% -7,167 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,084 shares; 2024Q4: 67,562 shares; 2025Q1: 65,884 shares; 2025Q2: 65,157 shares; 2025Q3: 68,818 shares; 2025Q4: 61,507 shares; 2026Q1: 63,010 shares 63,010 $7.45M 0.08% +1,503 Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 294,881 shares; 2024Q4: 304,153 shares; 2025Q1: 267,308 shares; 2025Q2: 266,616 shares; 2025Q3: 270,353 shares; 2025Q4: 279,636 shares; 2026Q1: 279,264 shares 279,264 $7.43M 0.08% -372 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,341 shares; 2024Q4: 6,279 shares; 2025Q1: 6,172 shares; 2025Q2: 5,819 shares; 2025Q3: 5,760 shares; 2025Q4: 5,995 shares; 2026Q1: 6,235 shares 6,235 $7.43M 0.08% +240 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: 226,658 shares; 2024Q4: 121,486 shares; 2025Q1: 119,945 shares; 2025Q2: 119,679 shares; 2025Q3: 145,564 shares; 2025Q4: 123,576 shares; 2026Q1: 125,364 shares 125,364 $7.42M 0.08% +1,788 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,691 shares; 2024Q4: 61,423 shares; 2025Q1: 105,674 shares; 2025Q2: 103,792 shares; 2025Q3: 107,567 shares; 2025Q4: 117,980 shares; 2026Q1: 209,621 shares 209,621 $7.42M 0.08% +91,641 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,383 shares; 2024Q4: 20,970 shares; 2025Q1: 21,458 shares; 2025Q2: 22,657 shares; 2025Q3: 25,706 shares; 2025Q4: 25,422 shares; 2026Q1: 25,524 shares 25,524 $7.41M 0.08% +102 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,550 shares; 2024Q4: 45,073 shares; 2025Q1: 47,929 shares; 2025Q2: 54,828 shares; 2025Q3: 82,495 shares; 2025Q4: 98,030 shares; 2026Q1: 98,780 shares 98,780 $7.34M 0.08% +750 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,957 shares; 2024Q4: 98,834 shares; 2025Q1: 116,775 shares; 2025Q2: 117,104 shares; 2025Q3: 122,798 shares; 2025Q4: 141,418 shares; 2026Q1: 143,945 shares 143,945 $7.33M 0.08% +2,527 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: 65,629 shares; 2024Q4: 58,941 shares; 2025Q1: 57,525 shares; 2025Q2: 56,408 shares; 2025Q3: 74,589 shares; 2025Q4: 80,498 shares; 2026Q1: 75,700 shares 75,700 $7.31M 0.08% -4,798 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: 75,914 shares; 2024Q4: 75,661 shares; 2025Q1: 71,548 shares; 2025Q2: 74,406 shares; 2025Q3: 79,293 shares; 2025Q4: 73,854 shares; 2026Q1: 62,726 shares 62,726 $7.21M 0.08% -11,128 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: 168,637 shares; 2024Q4: 134,692 shares; 2025Q1: 83,480 shares; 2025Q2: 89,585 shares; 2025Q3: 145,111 shares; 2025Q4: 143,612 shares; 2026Q1: 120,590 shares 120,590 $7.21M 0.08% -23,022 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: 18,804 shares; 2024Q4: 38,002 shares; 2025Q1: 36,099 shares; 2025Q2: 47,070 shares; 2025Q3: 52,499 shares; 2025Q4: 49,967 shares; 2026Q1: 44,916 shares 44,916 $7.2M 0.08% -5,051 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: 72,092 shares; 2024Q4: 59,173 shares; 2025Q1: 54,295 shares; 2025Q2: 51,638 shares; 2025Q3: 82,670 shares; 2025Q4: 97,121 shares; 2026Q1: 78,337 shares 78,337 $7.19M 0.08% -18,784 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: 16,278 shares; 2024Q4: 17,137 shares; 2025Q1: 17,407 shares; 2025Q2: 17,394 shares; 2025Q3: 19,001 shares; 2025Q4: 19,599 shares; 2026Q1: 21,704 shares 21,704 $7.13M 0.08% +2,105 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,710 shares; 2024Q4: 32,839 shares; 2025Q1: 32,998 shares; 2025Q2: 38,131 shares; 2025Q3: 38,420 shares; 2025Q4: 37,101 shares; 2026Q1: 38,565 shares 38,565 $7.12M 0.08% +1,464 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: 38,573 shares; 2024Q4: 38,840 shares; 2025Q1: 52,960 shares; 2025Q2: 54,006 shares; 2025Q3: 60,893 shares; 2025Q4: 58,018 shares; 2026Q1: 55,450 shares 55,450 $7.1M 0.08% -2,568 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,562 shares; 2024Q4: 11,487 shares; 2025Q1: 9,097 shares; 2025Q2: 9,493 shares; 2025Q3: 11,254 shares; 2025Q4: 11,235 shares; 2026Q1: 11,674 shares 11,674 $7.06M 0.08% +439 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: 10,665 shares; 2024Q4: 10,832 shares; 2025Q1: 10,794 shares; 2025Q2: 12,209 shares; 2025Q3: 14,474 shares; 2025Q4: 15,801 shares; 2026Q1: 16,209 shares 16,209 $7.03M 0.08% +408 Timeline PSCI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,979 shares; 2024Q4: 2,384 shares; 2025Q1: 50,465 shares; 2025Q2: 53,954 shares; 2025Q3: 58,036 shares; 2025Q4: 48,324 shares; 2026Q1: 45,363 shares 45,363 $7.01M 0.08% -2,961 Timeline DHS 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: 4,891 shares; 2024Q4: 4,892 shares; 2025Q1: 4,893 shares; 2025Q2: 4,293 shares; 2025Q3: 3,884 shares; 2025Q4: 3,861 shares; 2026Q1: 64,065 shares 64,065 $7M 0.08% +60,204 Timeline DFCF 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: 125,413 shares; 2024Q4: 142,238 shares; 2025Q1: 155,248 shares; 2025Q2: 146,019 shares; 2025Q3: 146,738 shares; 2025Q4: 149,946 shares; 2026Q1: 165,614 shares 165,614 $6.99M 0.08% +15,668 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: 360,062 shares; 2024Q4: 343,197 shares; 2025Q1: 166,466 shares; 2025Q2: 138,455 shares; 2025Q3: 135,390 shares; 2025Q4: 130,995 shares; 2026Q1: 75,310 shares 75,310 $6.99M 0.08% -55,685 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,818 shares; 2024Q4: 14,448 shares; 2025Q1: 16,583 shares; 2025Q2: 17,074 shares; 2025Q3: 17,196 shares; 2025Q4: 16,391 shares; 2026Q1: 73,823 shares 73,823 $6.96M 0.08% +57,432 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: 33,700 shares; 2024Q4: 34,231 shares; 2025Q1: 31,030 shares; 2025Q2: 33,240 shares; 2025Q3: 37,492 shares; 2025Q4: 43,507 shares; 2026Q1: 43,531 shares 43,531 $6.95M 0.08% +24 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: 237,761 shares; 2024Q4: 240,392 shares; 2025Q1: 221,314 shares; 2025Q2: 304,014 shares; 2025Q3: 270,541 shares; 2025Q4: 229,429 shares; 2026Q1: 239,773 shares 239,773 $6.95M 0.08% +10,344 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: 34,838 shares; 2024Q4: 34,114 shares; 2025Q1: 32,856 shares; 2025Q2: 33,300 shares; 2025Q3: 35,285 shares; 2025Q4: 30,668 shares; 2026Q1: 30,369 shares 30,369 $6.86M 0.08% -299 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 148,311 shares 148,311 $6.85M 0.08% new 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: 48,126 shares; 2024Q4: 46,638 shares; 2025Q1: 43,818 shares; 2025Q2: 47,191 shares; 2025Q3: 54,533 shares; 2025Q4: 54,308 shares; 2026Q1: 52,309 shares 52,309 $6.85M 0.08% -1,999 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: 25,956 shares; 2024Q4: 30,439 shares; 2025Q1: 61,486 shares; 2025Q2: 79,791 shares; 2025Q3: 117,465 shares; 2025Q4: 149,533 shares; 2026Q1: 169,546 shares 169,546 $6.81M 0.08% +20,013 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: 86,276 shares; 2024Q4: 81,546 shares; 2025Q1: 74,768 shares; 2025Q2: 73,608 shares; 2025Q3: 78,728 shares; 2025Q4: 78,288 shares; 2026Q1: 75,135 shares 75,135 $6.73M 0.08% -3,153 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,122 shares; 2024Q4: 12,650 shares; 2025Q1: 9,097 shares; 2025Q2: 11,145 shares; 2025Q3: 29,486 shares; 2025Q4: 44,147 shares; 2026Q1: 48,398 shares 48,398 $6.7M 0.08% +4,251 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: 17,839 shares; 2024Q4: 16,821 shares; 2025Q1: 14,726 shares; 2025Q2: 14,299 shares; 2025Q3: 15,417 shares; 2025Q4: 15,211 shares; 2026Q1: 14,445 shares 14,445 $6.69M 0.08% -766 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: 32,811 shares; 2024Q4: 32,496 shares; 2025Q1: 20,722 shares; 2025Q2: 20,058 shares; 2025Q3: 22,077 shares; 2025Q4: 21,684 shares; 2026Q1: 20,348 shares 20,348 $6.66M 0.08% -1,336 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,684 shares; 2024Q4: 22,179 shares; 2025Q1: 19,950 shares; 2025Q2: 19,298 shares; 2025Q3: 24,851 shares; 2025Q4: 153,439 shares; 2026Q1: 156,488 shares 156,488 $6.62M 0.08% +3,049 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,405 shares; 2025Q3: 13,180 shares; 2025Q4: 14,060 shares; 2026Q1: 73,335 shares 73,335 $6.6M 0.08% +59,275 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: 65,454 shares; 2024Q4: 70,225 shares; 2025Q1: 74,494 shares; 2025Q2: 80,675 shares; 2025Q3: 85,098 shares; 2025Q4: 81,634 shares; 2026Q1: 111,571 shares 111,571 $6.53M 0.07% +29,937 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: 6,191 shares; 2024Q4: 6,259 shares; 2025Q1: 5,667 shares; 2025Q2: 6,619 shares; 2025Q3: 8,308 shares; 2025Q4: 9,516 shares; 2026Q1: 9,566 shares 9,566 $6.53M 0.07% +50 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,021 shares; 2025Q1: 13,303 shares; 2025Q2: 13,598 shares; 2025Q3: 12,339 shares; 2025Q4: 12,211 shares; 2026Q1: 11,872 shares 11,872 $6.47M 0.07% -339 Timeline XSOE 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: 140,013 shares; 2024Q4: 146,809 shares; 2025Q1: 155,316 shares; 2025Q2: 167,071 shares; 2025Q3: 154,263 shares; 2025Q4: 160,519 shares; 2026Q1: 160,798 shares 160,798 $6.45M 0.07% +279 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,593 shares; 2024Q4: 69,716 shares; 2025Q1: 69,379 shares; 2025Q2: 70,773 shares; 2025Q3: 125,178 shares; 2025Q4: 135,176 shares; 2026Q1: 121,572 shares 121,572 $6.42M 0.07% -13,604 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,534 shares; 2024Q4: 66,465 shares; 2025Q1: 67,942 shares; 2025Q2: 77,312 shares; 2025Q3: 78,288 shares; 2025Q4: 75,278 shares; 2026Q1: 70,952 shares 70,952 $6.41M 0.07% -4,326 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: 2,108 shares; 2024Q4: 2,744 shares; 2025Q1: 2,022 shares; 2025Q2: 1,696 shares; 2025Q3: 2,298 shares; 2025Q4: 13,214 shares; 2026Q1: 21,551 shares 21,551 $6.37M 0.07% +8,337 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: 19,310 shares; 2024Q4: 17,967 shares; 2025Q1: 16,834 shares; 2025Q2: 18,033 shares; 2025Q3: 21,853 shares; 2025Q4: 22,818 shares; 2026Q1: 22,403 shares 22,403 $6.36M 0.07% -415 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: 25,677 shares; 2024Q4: 26,220 shares; 2025Q1: 26,335 shares; 2025Q2: 25,468 shares; 2025Q3: 25,350 shares; 2025Q4: 25,320 shares; 2026Q1: 24,391 shares 24,391 $6.35M 0.07% -929 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,334 shares; 2025Q2: 46,380 shares; 2025Q3: 116,456 shares; 2025Q4: 164,128 shares; 2026Q1: 176,078 shares 176,078 $6.32M 0.07% +11,950 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: 321,596 shares; 2024Q4: 312,772 shares; 2025Q1: 257,349 shares; 2025Q2: 280,511 shares; 2025Q3: 304,377 shares; 2025Q4: 358,929 shares; 2026Q1: 326,264 shares 326,264 $6.3M 0.07% -32,665 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: 13,873 shares; 2024Q4: 13,452 shares; 2025Q1: 13,656 shares; 2025Q2: 18,659 shares; 2025Q3: 19,042 shares; 2025Q4: 19,074 shares; 2026Q1: 17,132 shares 17,132 $6.3M 0.07% -1,942 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: 75,456 shares; 2024Q4: 80,175 shares; 2025Q1: 82,856 shares; 2025Q2: 19,273 shares; 2025Q3: 45,336 shares; 2025Q4: 55,425 shares; 2026Q1: 56,216 shares 56,216 $6.26M 0.07% +791 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY 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: 127,705 shares; 2025Q4: 128,182 shares; 2026Q1: 131,642 shares 131,642 $6.19M 0.07% +3,460 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: 48,206 shares; 2024Q4: 54,396 shares; 2025Q1: 49,867 shares; 2025Q2: 88,374 shares; 2025Q3: 85,163 shares; 2025Q4: 83,900 shares; 2026Q1: 108,412 shares 108,412 $6.14M 0.07% +24,512 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: 100,290 shares; 2024Q4: 95,505 shares; 2025Q1: 97,075 shares; 2025Q2: 104,502 shares; 2025Q3: 110,242 shares; 2025Q4: 111,383 shares; 2026Q1: 100,149 shares 100,149 $6.13M 0.07% -11,234 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: 61,356 shares; 2024Q4: 60,669 shares; 2025Q1: 62,997 shares; 2025Q2: 65,856 shares; 2025Q3: 81,813 shares; 2025Q4: 74,371 shares; 2026Q1: 70,550 shares 70,550 $6.11M 0.07% -3,821 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: 9,066 shares; 2024Q4: 13,918 shares; 2025Q1: 23,745 shares; 2025Q2: 51,201 shares; 2025Q3: 50,979 shares; 2025Q4: 48,157 shares; 2026Q1: 56,465 shares 56,465 $6.11M 0.07% +8,308 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: 25,434 shares; 2024Q4: 25,199 shares; 2025Q1: 22,668 shares; 2025Q2: 35,534 shares; 2025Q3: 43,926 shares; 2025Q4: 36,479 shares; 2026Q1: 36,617 shares 36,617 $6.05M 0.07% +138 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: 44,918 shares; 2024Q4: 48,401 shares; 2025Q1: 62,736 shares; 2025Q2: 69,103 shares; 2025Q3: 72,045 shares; 2025Q4: 75,049 shares; 2026Q1: 62,735 shares 62,735 $6.02M 0.07% -12,314 Timeline XMHQ 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: 93,468 shares; 2024Q4: 99,712 shares; 2025Q1: 121,616 shares; 2025Q2: 156,702 shares; 2025Q3: 125,053 shares; 2025Q4: 65,286 shares; 2026Q1: 58,182 shares 58,182 $6.01M 0.07% -7,104 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: 290,370 shares; 2024Q4: 281,526 shares; 2025Q1: 262,752 shares; 2025Q2: 250,377 shares; 2025Q3: 248,824 shares; 2025Q4: 213,361 shares; 2026Q1: 211,504 shares 211,504 $5.94M 0.07% -1,857 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,193 shares; 2024Q4: 46,107 shares; 2025Q1: 43,518 shares; 2025Q2: 23,933 shares; 2025Q3: 41,148 shares; 2025Q4: 66,886 shares; 2026Q1: 55,467 shares 55,467 $5.91M 0.07% -11,419 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: 19,123 shares; 2024Q4: 20,178 shares; 2025Q1: 20,050 shares; 2025Q2: 18,880 shares; 2025Q3: 19,194 shares; 2025Q4: 19,190 shares; 2026Q1: 19,518 shares 19,518 $5.9M 0.07% +328 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: 11,541 shares; 2024Q4: 8,453 shares; 2025Q1: 8,556 shares; 2025Q2: 9,249 shares; 2025Q3: 10,163 shares; 2025Q4: 11,727 shares; 2026Q1: 10,467 shares 10,467 $5.9M 0.07% -1,260 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,337 shares; 2024Q4: 148,344 shares; 2025Q1: 149,994 shares; 2025Q2: 154,904 shares; 2025Q3: 166,000 shares; 2025Q4: 175,082 shares; 2026Q1: 175,736 shares 175,736 $5.89M 0.07% +654 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,634 shares; 2025Q2: 47,218 shares; 2025Q3: 76,463 shares; 2025Q4: 77,852 shares; 2026Q1: 61,662 shares 61,662 $5.79M 0.07% -16,190 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: 158,162 shares; 2024Q4: 170,297 shares; 2025Q1: 159,677 shares; 2025Q2: 160,105 shares; 2025Q3: 159,192 shares; 2025Q4: 164,737 shares; 2026Q1: 163,007 shares 163,007 $5.78M 0.07% -1,730 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,976 shares; 2025Q2: 48,058 shares; 2025Q3: 117,293 shares; 2025Q4: 170,451 shares; 2026Q1: 187,004 shares 187,004 $5.7M 0.06% +16,553 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: 15,696 shares; 2025Q3: 28,815 shares; 2025Q4: 55,238 shares; 2026Q1: 113,569 shares 113,569 $5.68M 0.06% +58,331 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: 72,481 shares; 2024Q4: 73,752 shares; 2025Q1: 76,206 shares; 2025Q2: 94,674 shares; 2025Q3: 99,527 shares; 2025Q4: 97,083 shares; 2026Q1: 78,809 shares 78,809 $5.67M 0.06% -18,274 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,035 shares; 2024Q4: 8,607 shares; 2025Q1: 7,447 shares; 2025Q2: 11,442 shares; 2025Q3: 25,875 shares; 2025Q4: 36,207 shares; 2026Q1: 115,624 shares 115,624 $5.65M 0.06% +79,417 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: 7,394 shares; 2024Q4: 7,555 shares; 2025Q1: 6,535 shares; 2025Q2: 6,339 shares; 2025Q3: 8,252 shares; 2025Q4: 7,407 shares; 2026Q1: 21,177 shares 21,177 $5.63M 0.06% +13,770 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: 135,098 shares; 2024Q4: 140,134 shares; 2025Q1: 128,207 shares; 2025Q2: 215,383 shares; 2025Q3: 140,691 shares; 2025Q4: 123,111 shares; 2026Q1: 113,279 shares 113,279 $5.59M 0.06% -9,832 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: 44,974 shares; 2024Q4: 43,280 shares; 2025Q1: 38,093 shares; 2025Q2: 38,616 shares; 2025Q3: 47,874 shares; 2025Q4: 54,719 shares; 2026Q1: 59,354 shares 59,354 $5.58M 0.06% +4,635 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,884 shares; 2024Q4: 86,271 shares; 2025Q1: 93,290 shares; 2025Q2: 99,433 shares; 2025Q3: 119,308 shares; 2025Q4: 128,967 shares; 2026Q1: 123,048 shares 123,048 $5.57M 0.06% -5,919 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: 35,716 shares; 2024Q4: 36,338 shares; 2025Q1: 36,557 shares; 2025Q2: 35,994 shares; 2025Q3: 35,961 shares; 2025Q4: 35,689 shares; 2026Q1: 35,301 shares 35,301 $5.55M 0.06% -388 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: 56,242 shares; 2024Q4: 80,733 shares; 2025Q1: 87,704 shares; 2025Q2: 103,040 shares; 2025Q3: 109,723 shares; 2025Q4: 130,211 shares; 2026Q1: 155,583 shares 155,583 $5.54M 0.06% +25,372 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,114 shares; 2025Q2: 30,890 shares; 2025Q3: 33,702 shares; 2025Q4: 52,855 shares; 2026Q1: 58,906 shares 58,906 $5.5M 0.06% +6,051 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: 72,968 shares; 2024Q4: 58,473 shares; 2025Q1: 43,055 shares; 2025Q2: 41,316 shares; 2025Q3: 37,813 shares; 2025Q4: 76,616 shares; 2026Q1: 89,799 shares 89,799 $5.5M 0.06% +13,183 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,853 shares; 2024Q4: 22,833 shares; 2025Q1: 23,625 shares; 2025Q2: 23,225 shares; 2025Q3: 23,885 shares; 2025Q4: 24,535 shares; 2026Q1: 25,233 shares 25,233 $5.47M 0.06% +698 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: 107,602 shares; 2025Q1: 143,111 shares; 2025Q2: 145,415 shares; 2025Q3: 145,929 shares; 2025Q4: 144,497 shares; 2026Q1: 147,906 shares 147,906 $5.42M 0.06% +3,409 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: 172,619 shares; 2024Q4: 203,147 shares; 2025Q1: 132,346 shares; 2025Q2: 138,898 shares; 2025Q3: 138,325 shares; 2025Q4: 140,523 shares; 2026Q1: 142,565 shares 142,565 $5.39M 0.06% +2,042 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,219 shares; 2024Q4: 151,062 shares; 2025Q1: 135,288 shares; 2025Q2: 125,025 shares; 2025Q3: 116,452 shares; 2025Q4: 120,926 shares; 2026Q1: 122,716 shares 122,716 $5.35M 0.06% +1,790 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,003 shares; 2024Q4: 21,804 shares; 2025Q1: 20,810 shares; 2025Q2: 23,734 shares; 2025Q3: 60,233 shares; 2025Q4: 68,893 shares; 2026Q1: 52,784 shares 52,784 $5.32M 0.06% -16,109 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,251 shares; 2025Q3: 104,750 shares; 2025Q4: 138,878 shares; 2026Q1: 110,573 shares 110,573 $5.31M 0.06% -28,305 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: 155,442 shares; 2024Q4: 177,771 shares; 2025Q1: 233,139 shares; 2025Q2: 234,479 shares; 2025Q3: 220,962 shares; 2025Q4: 222,952 shares; 2026Q1: 134,503 shares 134,503 $5.3M 0.06% -88,449 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: 202,913 shares; 2024Q4: 155,756 shares; 2025Q1: 137,667 shares; 2025Q2: 128,652 shares; 2025Q3: 144,912 shares; 2025Q4: 127,420 shares; 2026Q1: 119,264 shares 119,264 $5.26M 0.06% -8,156 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: 57,557 shares; 2024Q4: 58,801 shares; 2025Q1: 58,849 shares; 2025Q2: 63,278 shares; 2025Q3: 103,835 shares; 2025Q4: 90,741 shares; 2026Q1: 79,687 shares 79,687 $5.26M 0.06% -11,054 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: 48,334 shares; 2025Q2: 55,867 shares; 2025Q3: 71,160 shares; 2025Q4: 82,547 shares; 2026Q1: 105,703 shares 105,703 $5.25M 0.06% +23,156 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,980 shares; 2024Q4: 109,258 shares; 2025Q1: 107,929 shares; 2025Q2: 107,972 shares; 2025Q3: 110,158 shares; 2025Q4: 108,829 shares; 2026Q1: 107,689 shares 107,689 $5.22M 0.06% -1,140 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: 36,263 shares; 2024Q4: 37,220 shares; 2025Q1: 32,287 shares; 2025Q2: 32,371 shares; 2025Q3: 33,860 shares; 2025Q4: 32,649 shares; 2026Q1: 27,912 shares 27,912 $5.21M 0.06% -4,737 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,978 shares; 2024Q4: 57,063 shares; 2025Q1: 60,787 shares; 2025Q2: 62,288 shares; 2025Q3: 63,248 shares; 2025Q4: 63,525 shares; 2026Q1: 61,310 shares 61,310 $5.13M 0.06% -2,215 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,904 shares; 2025Q3: 122,956 shares; 2025Q4: 176,954 shares; 2026Q1: 188,059 shares 188,059 $5.12M 0.06% +11,105 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,186 shares; 2024Q4: 34,019 shares; 2025Q1: 38,531 shares; 2025Q2: 41,409 shares; 2025Q3: 40,203 shares; 2025Q4: 39,609 shares; 2026Q1: 39,760 shares 39,760 $5.1M 0.06% +151 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: 166,122 shares; 2024Q4: 149,411 shares; 2025Q1: 136,205 shares; 2025Q2: 126,516 shares; 2025Q3: 107,685 shares; 2025Q4: 103,102 shares; 2026Q1: 102,125 shares 102,125 $5.09M 0.06% -977 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: 250,319 shares; 2024Q4: 163,789 shares; 2025Q1: 164,061 shares; 2025Q2: 168,941 shares; 2025Q3: 179,417 shares; 2025Q4: 186,332 shares; 2026Q1: 193,087 shares 193,087 $5.08M 0.06% +6,755 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: 21,825 shares; 2024Q4: 19,958 shares; 2025Q1: 18,647 shares; 2025Q2: 19,708 shares; 2025Q3: 17,971 shares; 2025Q4: 18,194 shares; 2026Q1: 19,976 shares 19,976 $4.94M 0.06% +1,782 Timeline IBHI ISHARES 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: 182,827 shares; 2025Q4: 189,233 shares; 2026Q1: 210,396 shares 210,396 $4.9M 0.06% +21,163 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: 66,443 shares; 2024Q4: 71,551 shares; 2025Q1: 76,461 shares; 2025Q2: 79,636 shares; 2025Q3: 65,194 shares; 2025Q4: 68,465 shares; 2026Q1: 69,560 shares 69,560 $4.89M 0.06% +1,095 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,954 shares; 2024Q4: 51,230 shares; 2025Q1: 53,401 shares; 2025Q2: 54,265 shares; 2025Q3: 53,377 shares; 2025Q4: 50,575 shares; 2026Q1: 44,636 shares 44,636 $4.87M 0.06% -5,939 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,541 shares; 2025Q2: 55,369 shares; 2025Q3: 152,007 shares; 2025Q4: 167,404 shares; 2026Q1: 185,119 shares 185,119 $4.86M 0.06% +17,715 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,434 shares; 2024Q4: 77,397 shares; 2025Q1: 73,311 shares; 2025Q2: 73,724 shares; 2025Q3: 73,866 shares; 2025Q4: 75,835 shares; 2026Q1: 43,758 shares 43,758 $4.85M 0.06% -32,077 Timeline HYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68,349 shares; 2025Q2: 87,443 shares; 2025Q3: 97,184 shares; 2025Q4: 100,288 shares; 2026Q1: 129,763 shares 129,763 $4.83M 0.05% +29,475 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: 98,782 shares; 2024Q4: 98,191 shares; 2025Q1: 98,936 shares; 2025Q2: 99,505 shares; 2025Q3: 97,037 shares; 2025Q4: 93,846 shares; 2026Q1: 94,583 shares 94,583 $4.8M 0.05% +737 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,624 shares; 2025Q3: 50,162 shares; 2025Q4: 56,815 shares; 2026Q1: 68,152 shares 68,152 $4.79M 0.05% +11,337 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: 48,195 shares; 2024Q4: 228,348 shares; 2025Q1: 224,773 shares; 2025Q2: 136,312 shares; 2025Q3: 184,134 shares; 2025Q4: 192,708 shares; 2026Q1: 185,807 shares 185,807 $4.76M 0.05% -6,901 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: 35,025 shares; 2024Q4: 32,963 shares; 2025Q1: 31,449 shares; 2025Q2: 51,930 shares; 2025Q3: 49,686 shares; 2025Q4: 94,058 shares; 2026Q1: 106,110 shares 106,110 $4.76M 0.05% +12,052 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: 166,932 shares; 2024Q4: 104,906 shares; 2025Q1: 43,124 shares; 2025Q2: 46,544 shares; 2025Q3: 61,196 shares; 2025Q4: 45,148 shares; 2026Q1: 47,541 shares 47,541 $4.73M 0.05% +2,393 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: 44,630 shares; 2024Q4: 47,344 shares; 2025Q1: 48,701 shares; 2025Q2: 57,233 shares; 2025Q3: 58,585 shares; 2025Q4: 55,936 shares; 2026Q1: 57,074 shares 57,074 $4.72M 0.05% +1,138 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: 15,912 shares; 2024Q4: 13,792 shares; 2025Q1: 12,637 shares; 2025Q2: 13,022 shares; 2025Q3: 12,971 shares; 2025Q4: 13,846 shares; 2026Q1: 14,296 shares 14,296 $4.7M 0.05% +450 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,653 shares; 2024Q4: 83,516 shares; 2025Q1: 88,287 shares; 2025Q2: 99,598 shares; 2025Q3: 101,606 shares; 2025Q4: 102,250 shares; 2026Q1: 92,959 shares 92,959 $4.69M 0.05% -9,291 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: 53,022 shares; 2024Q4: 54,414 shares; 2025Q1: 56,036 shares; 2025Q2: 57,580 shares; 2025Q3: 57,708 shares; 2025Q4: 57,494 shares; 2026Q1: 55,163 shares 55,163 $4.68M 0.05% -2,331 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: 118,985 shares; 2024Q4: 110,647 shares; 2025Q1: 105,972 shares; 2025Q2: 110,347 shares; 2025Q3: 110,650 shares; 2025Q4: 111,502 shares; 2026Q1: 94,479 shares 94,479 $4.62M 0.05% -17,023 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,088 shares; 2024Q4: 56,338 shares; 2025Q1: 56,402 shares; 2025Q2: 82,451 shares; 2025Q3: 91,901 shares; 2025Q4: 87,836 shares; 2026Q1: 72,820 shares 72,820 $4.56M 0.05% -15,016 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: 25,290 shares; 2024Q4: 31,072 shares; 2025Q1: 26,478 shares; 2025Q2: 27,397 shares; 2025Q3: 29,465 shares; 2025Q4: 22,503 shares; 2026Q1: 21,659 shares 21,659 $4.55M 0.05% -844 Timeline DFAU 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: 86,034 shares; 2024Q4: 77,681 shares; 2025Q1: 72,225 shares; 2025Q2: 88,812 shares; 2025Q3: 90,519 shares; 2025Q4: 94,826 shares; 2026Q1: 99,442 shares 99,442 $4.49M 0.05% +4,616 Timeline GTOP 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: 123,610 shares 123,610 $4.48M 0.05% new Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,576 shares; 2024Q4: 41,210 shares; 2025Q1: 41,334 shares; 2025Q2: 39,685 shares; 2025Q3: 39,442 shares; 2025Q4: 38,814 shares; 2026Q1: 39,256 shares 39,256 $4.47M 0.05% +442 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: 25,658 shares; 2024Q4: 22,288 shares; 2025Q1: 10,745 shares; 2025Q2: 10,590 shares; 2025Q3: 12,753 shares; 2025Q4: 12,842 shares; 2026Q1: 13,079 shares 13,079 $4.47M 0.05% +237 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,603 shares; 2024Q4: 37,529 shares; 2025Q1: 36,538 shares; 2025Q2: 32,627 shares; 2025Q3: 32,482 shares; 2025Q4: 31,711 shares; 2026Q1: 31,594 shares 31,594 $4.47M 0.05% -117 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,308 shares; 2024Q4: 4,402 shares; 2025Q1: 4,512 shares; 2025Q2: 4,895 shares; 2025Q3: 4,801 shares; 2025Q4: 4,699 shares; 2026Q1: 4,552 shares 4,552 $4.46M 0.05% -147 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: 22,389 shares; 2024Q4: 109,526 shares; 2025Q1: 117,499 shares; 2025Q2: 73,795 shares; 2025Q3: 115,570 shares; 2025Q4: 168,482 shares; 2026Q1: 146,198 shares 146,198 $4.46M 0.05% -22,284 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: 27,890 shares; 2024Q4: 25,675 shares; 2025Q1: 23,125 shares; 2025Q2: 22,931 shares; 2025Q3: 25,389 shares; 2025Q4: 25,992 shares; 2026Q1: 27,006 shares 27,006 $4.44M 0.05% +1,014 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: 23,959 shares; 2024Q4: 31,896 shares; 2025Q1: 26,926 shares; 2025Q2: 25,516 shares; 2025Q3: 30,214 shares; 2025Q4: 28,121 shares; 2026Q1: 33,518 shares 33,518 $4.42M 0.05% +5,397 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,875 shares; 2024Q4: 22,582 shares; 2025Q1: 22,872 shares; 2025Q2: 23,034 shares; 2025Q3: 22,670 shares; 2025Q4: 22,486 shares; 2026Q1: 22,149 shares 22,149 $4.38M 0.05% -337 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: 8,803 shares; 2024Q4: 9,227 shares; 2025Q1: 9,319 shares; 2025Q2: 9,644 shares; 2025Q3: 11,450 shares; 2025Q4: 11,572 shares; 2026Q1: 10,297 shares 10,297 $4.38M 0.05% -1,275 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,473 shares; 2024Q4: 15,244 shares; 2025Q1: 15,261 shares; 2025Q2: 15,481 shares; 2025Q3: 15,851 shares; 2025Q4: 16,012 shares; 2026Q1: 17,234 shares 17,234 $4.38M 0.05% +1,222 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: 5,835 shares; 2025Q1: 2,771 shares; 2025Q2: 2,731 shares; 2025Q3: 3,664 shares; 2025Q4: 4,350 shares; 2026Q1: 4,495 shares 4,495 $4.32M 0.05% +145 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: 59,573 shares; 2024Q4: 64,049 shares; 2025Q1: 61,353 shares; 2025Q2: 64,398 shares; 2025Q3: 50,507 shares; 2025Q4: 53,827 shares; 2026Q1: 57,058 shares 57,058 $4.29M 0.05% +3,231 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,017 shares; 2024Q4: 92,792 shares; 2025Q1: 89,196 shares; 2025Q2: 87,625 shares; 2025Q3: 88,060 shares; 2025Q4: 93,101 shares; 2026Q1: 95,092 shares 95,092 $4.28M 0.05% +1,991 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,626 shares; 2024Q4: 4,249 shares; 2025Q1: 3,784 shares; 2025Q2: 2,559 shares; 2025Q3: 2,870 shares; 2025Q4: 2,859 shares; 2026Q1: 2,904 shares 2,904 $4.28M 0.05% +45 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: 37,729 shares; 2024Q4: 35,830 shares; 2025Q1: 33,960 shares; 2025Q2: 30,786 shares; 2025Q3: 31,975 shares; 2025Q4: 31,142 shares; 2026Q1: 29,366 shares 29,366 $4.26M 0.05% -1,776 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,475 shares; 2024Q4: 8,296 shares; 2025Q1: 14,328 shares; 2025Q2: 16,816 shares; 2025Q3: 17,463 shares; 2025Q4: 20,016 shares; 2026Q1: 26,063 shares 26,063 $4.26M 0.05% +6,047 Timeline SCHP 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: 48,461 shares; 2024Q4: 148,211 shares; 2025Q1: 154,153 shares; 2025Q2: 150,838 shares; 2025Q3: 170,685 shares; 2025Q4: 158,489 shares; 2026Q1: 159,625 shares 159,625 $4.25M 0.05% +1,136 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: 45,796 shares; 2024Q4: 51,409 shares; 2025Q1: 59,160 shares; 2025Q2: 73,145 shares; 2025Q3: 86,724 shares; 2025Q4: 89,397 shares; 2026Q1: 89,464 shares 89,464 $4.18M 0.05% +67 Timeline PRN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,667 shares; 2025Q4: 16,764 shares; 2026Q1: 21,345 shares 21,345 $4.15M 0.05% +4,581 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,457 shares; 2025Q2: 10,310 shares; 2025Q3: 9,869 shares; 2025Q4: 10,350 shares; 2026Q1: 35,928 shares 35,928 $4.14M 0.05% +25,578 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,028 shares; 2025Q1: 21,580 shares; 2025Q2: not reported; 2025Q3: 14,140 shares; 2025Q4: 14,249 shares; 2026Q1: 164,847 shares 164,847 $4.14M 0.05% +150,598 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,889 shares; 2024Q4: 157,992 shares; 2025Q1: 157,286 shares; 2025Q2: 156,707 shares; 2025Q3: 155,790 shares; 2025Q4: 155,845 shares; 2026Q1: 155,834 shares 155,834 $4.13M 0.05% -11 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: 8,977 shares; 2024Q4: 9,091 shares; 2025Q1: 8,880 shares; 2025Q2: 9,061 shares; 2025Q3: 9,467 shares; 2025Q4: 9,251 shares; 2026Q1: 9,557 shares 9,557 $4.13M 0.05% +306 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,940 shares; 2024Q4: 16,262 shares; 2025Q1: 14,564 shares; 2025Q2: 15,185 shares; 2025Q3: 18,197 shares; 2025Q4: 16,195 shares; 2026Q1: 17,027 shares 17,027 $4.13M 0.05% +832 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,971 shares; 2024Q4: 26,482 shares; 2025Q1: 27,597 shares; 2025Q2: 30,571 shares; 2025Q3: 31,537 shares; 2025Q4: 31,838 shares; 2026Q1: 28,076 shares 28,076 $4.06M 0.05% -3,762 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,276 shares; 2024Q4: 36,777 shares; 2025Q1: 37,573 shares; 2025Q2: 40,782 shares; 2025Q3: 41,577 shares; 2025Q4: 41,483 shares; 2026Q1: 36,886 shares 36,886 $4.01M 0.05% -4,597 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,786 shares; 2024Q4: 63,574 shares; 2025Q1: 61,039 shares; 2025Q2: 59,002 shares; 2025Q3: 57,904 shares; 2025Q4: 58,003 shares; 2026Q1: 58,113 shares 58,113 $3.98M 0.05% +110 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,006 shares; 2024Q4: 47,157 shares; 2025Q1: 41,602 shares; 2025Q2: 41,333 shares; 2025Q3: 39,922 shares; 2025Q4: 38,417 shares; 2026Q1: 37,226 shares 37,226 $3.95M 0.04% -1,191 Timeline IBHH ISHARES 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: 12,575 shares; 2026Q1: 167,594 shares 167,594 $3.93M 0.04% +155,019 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,969 shares; 2024Q4: 13,528 shares; 2025Q1: 10,954 shares; 2025Q2: 10,555 shares; 2025Q3: 10,908 shares; 2025Q4: 13,033 shares; 2026Q1: 12,502 shares 12,502 $3.92M 0.04% -531 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: 19,651 shares; 2024Q4: 15,891 shares; 2025Q1: 13,431 shares; 2025Q2: 22,103 shares; 2025Q3: 20,391 shares; 2025Q4: 19,517 shares; 2026Q1: 16,034 shares 16,034 $3.92M 0.04% -3,483 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: 8,646 shares; 2024Q4: 8,721 shares; 2025Q1: 8,588 shares; 2025Q2: 8,927 shares; 2025Q3: 9,903 shares; 2025Q4: 42,808 shares; 2026Q1: 37,385 shares 37,385 $3.91M 0.04% -5,423 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: 12,660 shares; 2024Q4: 14,475 shares; 2025Q1: 16,345 shares; 2025Q2: 16,377 shares; 2025Q3: 17,460 shares; 2025Q4: 17,829 shares; 2026Q1: 16,911 shares 16,911 $3.89M 0.04% -918 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,566 shares; 2024Q4: 15,956 shares; 2025Q1: 16,686 shares; 2025Q2: 17,333 shares; 2025Q3: 18,030 shares; 2025Q4: 18,122 shares; 2026Q1: 17,443 shares 17,443 $3.86M 0.04% -679 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,785 shares; 2024Q4: 20,908 shares; 2025Q1: 20,867 shares; 2025Q2: 22,362 shares; 2025Q3: 24,081 shares; 2025Q4: 30,112 shares; 2026Q1: 47,787 shares 47,787 $3.85M 0.04% +17,675 Timeline ZVRA ZEVRA THERAPEUTICS INC More: the full row for ZEVRA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 418,640 shares; 2024Q4: 335,840 shares; 2025Q1: 310,000 shares; 2025Q2: 220,000 shares; 2025Q3: 229,000 shares; 2025Q4: 409,000 shares; 2026Q1: 408,000 shares 408,000 $3.8M 0.04% -1,000 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,722 shares; 2024Q4: 115,222 shares; 2025Q1: 120,522 shares; 2025Q2: 124,172 shares; 2025Q3: 124,772 shares; 2025Q4: 133,548 shares; 2026Q1: 155,814 shares 155,814 $3.8M 0.04% +22,266 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 137,271 shares; 2025Q3: 151,815 shares; 2025Q4: 156,164 shares; 2026Q1: 157,316 shares 157,316 $3.77M 0.04% +1,152 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100,899 shares; 2025Q4: 110,594 shares; 2026Q1: 108,066 shares 108,066 $3.74M 0.04% -2,528 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,509 shares; 2024Q4: 39,959 shares; 2025Q1: 40,941 shares; 2025Q2: 17,606 shares; 2025Q3: 32,585 shares; 2025Q4: 104,322 shares; 2026Q1: 170,512 shares 170,512 $3.73M 0.04% +66,190 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: 26,444 shares; 2024Q4: 24,467 shares; 2025Q1: 24,296 shares; 2025Q2: 23,109 shares; 2025Q3: 22,363 shares; 2025Q4: 22,141 shares; 2026Q1: 21,546 shares 21,546 $3.73M 0.04% -595 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: 23,411 shares; 2024Q4: 23,487 shares; 2025Q1: 21,901 shares; 2025Q2: 26,780 shares; 2025Q3: 26,776 shares; 2025Q4: 25,656 shares; 2026Q1: 22,938 shares 22,938 $3.71M 0.04% -2,718 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: 10,925 shares; 2024Q4: 11,491 shares; 2025Q1: 11,211 shares; 2025Q2: 10,892 shares; 2025Q3: 10,907 shares; 2025Q4: 9,920 shares; 2026Q1: 9,983 shares 9,983 $3.7M 0.04% +63 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 530,063 shares; 2024Q4: 521,997 shares; 2025Q1: 503,478 shares; 2025Q2: 511,842 shares; 2025Q3: 509,852 shares; 2025Q4: 502,224 shares; 2026Q1: 489,684 shares 489,684 $3.69M 0.04% -12,540 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,827 shares; 2024Q4: 17,439 shares; 2025Q1: 17,367 shares; 2025Q2: 13,713 shares; 2025Q3: 56,998 shares; 2025Q4: 53,612 shares; 2026Q1: 51,425 shares 51,425 $3.68M 0.04% -2,187 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: 9,758 shares; 2025Q3: 11,372 shares; 2025Q4: 19,753 shares; 2026Q1: 27,236 shares 27,236 $3.67M 0.04% +7,483 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,706 shares; 2024Q4: 13,470 shares; 2025Q1: 13,016 shares; 2025Q2: 12,730 shares; 2025Q3: 13,749 shares; 2025Q4: 14,728 shares; 2026Q1: 13,177 shares 13,177 $3.66M 0.04% -1,551 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,790 shares; 2025Q3: 22,679 shares; 2025Q4: 43,128 shares; 2026Q1: 47,245 shares 47,245 $3.66M 0.04% +4,117 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,059 shares; 2024Q4: 61,407 shares; 2025Q1: 60,820 shares; 2025Q2: 63,903 shares; 2025Q3: 70,772 shares; 2025Q4: 63,487 shares; 2026Q1: 63,270 shares 63,270 $3.65M 0.04% -217 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: 157,902 shares; 2024Q4: 122,407 shares; 2025Q1: 101,911 shares; 2025Q2: 126,328 shares; 2025Q3: 123,767 shares; 2025Q4: 157,829 shares; 2026Q1: 159,125 shares 159,125 $3.65M 0.04% +1,296 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,433 shares; 2024Q4: 66,816 shares; 2025Q1: 62,419 shares; 2025Q2: 65,119 shares; 2025Q3: 67,356 shares; 2025Q4: 65,747 shares; 2026Q1: 44,469 shares 44,469 $3.63M 0.04% -21,278 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: 3,066 shares; 2024Q4: 2,100 shares; 2025Q1: 2,020 shares; 2025Q2: 2,105 shares; 2025Q3: 2,079 shares; 2025Q4: 3,139 shares; 2026Q1: 4,196 shares 4,196 $3.63M 0.04% +1,057 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: 385 shares; 2024Q4: 407 shares; 2025Q1: 374 shares; 2025Q2: 358 shares; 2025Q3: 380 shares; 2025Q4: 397 shares; 2026Q1: 2,076 shares 2,076 $3.59M 0.04% +1,679 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,012 shares; 2024Q4: 44,278 shares; 2025Q1: 33,448 shares; 2025Q2: 39,293 shares; 2025Q3: 51,080 shares; 2025Q4: 61,401 shares; 2026Q1: 67,112 shares 67,112 $3.53M 0.04% +5,711 Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,580 shares; 2025Q1: 25,120 shares; 2025Q2: 25,780 shares; 2025Q3: 26,945 shares; 2025Q4: 32,795 shares; 2026Q1: 138,491 shares 138,491 $3.51M 0.04% +105,696 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: 20,369 shares; 2024Q4: 19,553 shares; 2025Q1: 18,344 shares; 2025Q2: 17,807 shares; 2025Q3: 18,855 shares; 2025Q4: 19,281 shares; 2026Q1: 19,096 shares 19,096 $3.48M 0.04% -185 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,585 shares; 2024Q4: 11,243 shares; 2025Q1: 15,960 shares; 2025Q2: 16,575 shares; 2025Q3: 24,226 shares; 2025Q4: 23,190 shares; 2026Q1: 23,081 shares 23,081 $3.47M 0.04% -109 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: 7,090 shares; 2024Q4: 7,351 shares; 2025Q1: 6,598 shares; 2025Q2: 7,157 shares; 2025Q3: 7,431 shares; 2025Q4: 7,226 shares; 2026Q1: 6,991 shares 6,991 $3.47M 0.04% -235 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,194 shares; 2024Q4: 40,195 shares; 2025Q1: 39,416 shares; 2025Q2: 44,643 shares; 2025Q3: 34,779 shares; 2025Q4: 35,858 shares; 2026Q1: 58,756 shares 58,756 $3.45M 0.04% +22,898 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: 15,868 shares; 2024Q4: 24,403 shares; 2025Q1: 35,831 shares; 2025Q2: 43,155 shares; 2025Q3: 80,580 shares; 2025Q4: 80,123 shares; 2026Q1: 89,645 shares 89,645 $3.44M 0.04% +9,522 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,144 shares; 2024Q4: 16,744 shares; 2025Q1: 20,392 shares; 2025Q2: 23,787 shares; 2025Q3: 28,217 shares; 2025Q4: 39,514 shares; 2026Q1: 34,704 shares 34,704 $3.44M 0.04% -4,810 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: 88,461 shares; 2024Q4: 86,748 shares; 2025Q1: 86,952 shares; 2025Q2: 92,947 shares; 2025Q3: 188,691 shares; 2025Q4: 221,981 shares; 2026Q1: 215,510 shares 215,510 $3.42M 0.04% -6,471 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,734 shares; 2024Q4: 8,532 shares; 2025Q1: 7,829 shares; 2025Q2: 9,414 shares; 2025Q3: 8,589 shares; 2025Q4: 8,719 shares; 2026Q1: 9,967 shares 9,967 $3.42M 0.04% +1,248 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,135 shares; 2024Q4: 48,752 shares; 2025Q1: 47,147 shares; 2025Q2: 44,940 shares; 2025Q3: 47,854 shares; 2025Q4: 46,790 shares; 2026Q1: 46,175 shares 46,175 $3.38M 0.04% -615 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,566 shares; 2024Q4: 2,877 shares; 2025Q1: 2,441 shares; 2025Q2: 2,576 shares; 2025Q3: 2,976 shares; 2025Q4: 2,993 shares; 2026Q1: 2,908 shares 2,908 $3.37M 0.04% -85 Timeline DGS 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: 37,082 shares; 2024Q4: 39,763 shares; 2025Q1: 41,884 shares; 2025Q2: 47,541 shares; 2025Q3: 51,441 shares; 2025Q4: 56,042 shares; 2026Q1: 56,009 shares 56,009 $3.37M 0.04% -33 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,491 shares; 2024Q4: 36,117 shares; 2025Q1: 33,092 shares; 2025Q2: 31,318 shares; 2025Q3: 47,953 shares; 2025Q4: 52,119 shares; 2026Q1: 54,212 shares 54,212 $3.35M 0.04% +2,093 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: 246,982 shares; 2024Q4: 260,408 shares; 2025Q1: 265,920 shares; 2025Q2: 290,351 shares; 2025Q3: 71,124 shares; 2025Q4: 91,847 shares; 2026Q1: 99,914 shares 99,914 $3.33M 0.04% +8,067 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,182 shares; 2024Q4: 10,735 shares; 2025Q1: 10,544 shares; 2025Q2: 10,891 shares; 2025Q3: 10,901 shares; 2025Q4: 11,677 shares; 2026Q1: 13,471 shares 13,471 $3.33M 0.04% +1,794 Timeline MXI ISHARES 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: 27,172 shares; 2026Q1: 31,315 shares 31,315 $3.33M 0.04% +4,143 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,964 shares; 2024Q4: 47,647 shares; 2025Q1: 44,623 shares; 2025Q2: 46,640 shares; 2025Q3: 61,346 shares; 2025Q4: 61,472 shares; 2026Q1: 61,053 shares 61,053 $3.31M 0.04% -419 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: 12,357 shares; 2024Q4: 13,056 shares; 2025Q1: 14,612 shares; 2025Q2: 14,325 shares; 2025Q3: 16,207 shares; 2025Q4: 15,372 shares; 2026Q1: 15,783 shares 15,783 $3.28M 0.04% +411 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,871 shares; 2025Q3: 93,262 shares; 2025Q4: 136,414 shares; 2026Q1: 146,628 shares 146,628 $3.28M 0.04% +10,214 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,993 shares; 2024Q4: 90,784 shares; 2025Q1: 90,638 shares; 2025Q2: 80,489 shares; 2025Q3: 65,596 shares; 2025Q4: 65,588 shares; 2026Q1: 65,505 shares 65,505 $3.27M 0.04% -83 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,735 shares; 2024Q4: 25,812 shares; 2025Q1: 23,990 shares; 2025Q2: 20,532 shares; 2025Q3: 29,452 shares; 2025Q4: 33,609 shares; 2026Q1: 32,318 shares 32,318 $3.24M 0.04% -1,291 Timeline PZA 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: 605,792 shares; 2024Q4: 564,471 shares; 2025Q1: 693,342 shares; 2025Q2: 740,392 shares; 2025Q3: 528,935 shares; 2025Q4: 607,887 shares; 2026Q1: 140,719 shares 140,719 $3.23M 0.04% -467,168 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,924 shares; 2025Q4: 116,966 shares; 2026Q1: 97,075 shares 97,075 $3.21M 0.04% -19,891 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,722 shares; 2024Q4: 14,652 shares; 2025Q1: 28,134 shares; 2025Q2: 30,713 shares; 2025Q3: 30,916 shares; 2025Q4: 29,892 shares; 2026Q1: 26,110 shares 26,110 $3.19M 0.04% -3,782 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,966 shares; 2024Q4: 101,157 shares; 2025Q1: 108,241 shares; 2025Q2: 110,959 shares; 2025Q3: 116,815 shares; 2025Q4: 120,761 shares; 2026Q1: 29,121 shares 29,121 $3.17M 0.04% -91,640 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS 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: 3,190 shares; 2025Q4: not reported; 2026Q1: 65,753 shares 65,753 $3.17M 0.04% new Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,320 shares; 2024Q4: 17,928 shares; 2025Q1: 19,179 shares; 2025Q2: 19,994 shares; 2025Q3: 20,548 shares; 2025Q4: 20,748 shares; 2026Q1: 20,009 shares 20,009 $3.16M 0.04% -739 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: 25,625 shares; 2024Q4: 25,335 shares; 2025Q1: 22,202 shares; 2025Q2: 21,961 shares; 2025Q3: 26,059 shares; 2025Q4: 25,396 shares; 2026Q1: 23,951 shares 23,951 $3.14M 0.04% -1,445 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,683 shares; 2024Q4: 1,830 shares; 2025Q1: 2,136 shares; 2025Q2: 1,995 shares; 2025Q3: 3,934 shares; 2025Q4: 5,864 shares; 2026Q1: 5,818 shares 5,818 $3.13M 0.04% -46 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,895 shares; 2024Q4: 18,308 shares; 2025Q1: 18,879 shares; 2025Q2: 19,407 shares; 2025Q3: 19,598 shares; 2025Q4: 19,670 shares; 2026Q1: 19,143 shares 19,143 $3.11M 0.04% -527 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: 39,090 shares; 2024Q4: 35,177 shares; 2025Q1: 25,118 shares; 2025Q2: 25,790 shares; 2025Q3: 39,387 shares; 2025Q4: 38,940 shares; 2026Q1: 27,420 shares 27,420 $3.11M 0.04% -11,520 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: 15,655 shares; 2024Q4: 25,407 shares; 2025Q1: 21,829 shares; 2025Q2: 27,712 shares; 2025Q3: 35,568 shares; 2025Q4: 39,410 shares; 2026Q1: 39,587 shares 39,587 $3.1M 0.04% +177 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,059 shares; 2024Q4: 7,540 shares; 2025Q1: 6,022 shares; 2025Q2: 14,429 shares; 2025Q3: 15,094 shares; 2025Q4: 15,944 shares; 2026Q1: 17,001 shares 17,001 $3.1M 0.04% +1,057 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,458 shares; 2024Q4: 55,881 shares; 2025Q1: 52,509 shares; 2025Q2: 53,727 shares; 2025Q3: 55,620 shares; 2025Q4: 55,572 shares; 2026Q1: 55,709 shares 55,709 $3.1M 0.04% +137 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: 31,882 shares; 2024Q4: 38,388 shares; 2025Q1: 41,307 shares; 2025Q2: 235,553 shares; 2025Q3: 240,780 shares; 2025Q4: 37,025 shares; 2026Q1: 37,445 shares 37,445 $3.09M 0.04% +420 Timeline MUNI 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: 14,328 shares; 2024Q4: 22,521 shares; 2025Q1: 31,837 shares; 2025Q2: 55,564 shares; 2025Q3: 55,466 shares; 2025Q4: 75,230 shares; 2026Q1: 59,229 shares 59,229 $3.09M 0.04% -16,001 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,111 shares; 2024Q4: 13,640 shares; 2025Q1: 19,414 shares; 2025Q2: 29,374 shares; 2025Q3: 57,637 shares; 2025Q4: 71,101 shares; 2026Q1: 80,285 shares 80,285 $3.08M 0.04% +9,184 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,632 shares; 2024Q4: 23,816 shares; 2025Q1: 18,460 shares; 2025Q2: 18,288 shares; 2025Q3: 19,971 shares; 2025Q4: 18,252 shares; 2026Q1: 25,996 shares 25,996 $3.08M 0.04% +7,744 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,660 shares; 2024Q4: 17,070 shares; 2025Q1: 13,948 shares; 2025Q2: 15,259 shares; 2025Q3: 16,636 shares; 2025Q4: 17,156 shares; 2026Q1: 18,561 shares 18,561 $3.08M 0.03% +1,405 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,711 shares; 2024Q4: 6,745 shares; 2025Q1: 6,562 shares; 2025Q2: 6,798 shares; 2025Q3: 7,361 shares; 2025Q4: 7,995 shares; 2026Q1: 7,204 shares 7,204 $3.06M 0.03% -791 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,752 shares; 2025Q4: 50,236 shares; 2026Q1: 59,529 shares 59,529 $3.05M 0.03% +9,293 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,546 shares; 2025Q2: 59,156 shares; 2025Q3: 54,218 shares; 2025Q4: 67,893 shares; 2026Q1: 61,783 shares 61,783 $3.05M 0.03% -6,110 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: 8,416 shares; 2024Q4: 7,615 shares; 2025Q1: 6,402 shares; 2025Q2: 5,915 shares; 2025Q3: 8,225 shares; 2025Q4: 10,185 shares; 2026Q1: 10,635 shares 10,635 $3.05M 0.03% +450 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,144 shares; 2024Q4: 30,439 shares; 2025Q1: 30,824 shares; 2025Q2: 27,845 shares; 2025Q3: 29,644 shares; 2025Q4: 26,636 shares; 2026Q1: 32,108 shares 32,108 $3.05M 0.03% +5,472 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: 12,811 shares; 2024Q4: 11,185 shares; 2025Q1: 8,923 shares; 2025Q2: 9,436 shares; 2025Q3: 8,858 shares; 2025Q4: 8,896 shares; 2026Q1: 8,516 shares 8,516 $3.03M 0.03% -380 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,642 shares; 2024Q4: 36,234 shares; 2025Q1: 35,682 shares; 2025Q2: 31,839 shares; 2025Q3: 32,001 shares; 2025Q4: 30,190 shares; 2026Q1: 30,174 shares 30,174 $3.02M 0.03% -16 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: 45,354 shares; 2026Q1: 48,372 shares 48,372 $3.01M 0.03% +3,018 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS 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: 109,584 shares 109,584 $3.01M 0.03% new Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,034 shares; 2024Q4: 109,125 shares; 2025Q1: 84,596 shares; 2025Q2: 275,459 shares; 2025Q3: 280,447 shares; 2025Q4: 262,721 shares; 2026Q1: 174,948 shares 174,948 $3M 0.03% -87,773 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,466 shares; 2024Q4: 27,130 shares; 2025Q1: 26,762 shares; 2025Q2: 28,223 shares; 2025Q3: 37,455 shares; 2025Q4: 42,721 shares; 2026Q1: 57,826 shares 57,826 $2.96M 0.03% +15,105 Timeline QWLD 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: 11,019 shares; 2024Q4: 11,257 shares; 2025Q1: 12,238 shares; 2025Q2: 12,560 shares; 2025Q3: 16,970 shares; 2025Q4: 17,986 shares; 2026Q1: 20,648 shares 20,648 $2.96M 0.03% +2,662 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,860 shares 23,860 $2.94M 0.03% new 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: 24,541 shares; 2024Q4: 29,889 shares; 2025Q1: 32,388 shares; 2025Q2: 33,022 shares; 2025Q3: 54,514 shares; 2025Q4: 54,964 shares; 2026Q1: 45,684 shares 45,684 $2.92M 0.03% -9,280 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,742 shares; 2024Q4: 2,895 shares; 2025Q1: 2,041 shares; 2025Q2: 1,404 shares; 2025Q3: 1,489 shares; 2025Q4: 10,721 shares; 2026Q1: 15,350 shares 15,350 $2.91M 0.03% +4,629 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,356 shares; 2025Q3: 82,222 shares; 2025Q4: 130,735 shares; 2026Q1: 91,238 shares 91,238 $2.88M 0.03% -39,497 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 616 shares; 2024Q4: 556 shares; 2025Q1: 520 shares; 2025Q2: 677 shares; 2025Q3: 832 shares; 2025Q4: 774 shares; 2026Q1: 680 shares 680 $2.86M 0.03% -94 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,436 shares; 2024Q4: 60,498 shares; 2025Q1: 57,286 shares; 2025Q2: 56,061 shares; 2025Q3: 64,424 shares; 2025Q4: 63,100 shares; 2026Q1: 62,205 shares 62,205 $2.86M 0.03% -895 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,812 shares; 2024Q4: 8,101 shares; 2025Q1: 5,580 shares; 2025Q2: 5,131 shares; 2025Q3: 7,368 shares; 2025Q4: 8,669 shares; 2026Q1: 8,768 shares 8,768 $2.86M 0.03% +99 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,625 shares; 2025Q2: 13,850 shares; 2025Q3: 105,782 shares; 2025Q4: 110,288 shares; 2026Q1: 119,766 shares 119,766 $2.84M 0.03% +9,478 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: 62,930 shares; 2024Q4: 28,782 shares; 2025Q1: 27,216 shares; 2025Q2: 26,895 shares; 2025Q3: 27,821 shares; 2025Q4: 26,827 shares; 2026Q1: 25,634 shares 25,634 $2.84M 0.03% -1,193 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: 18,398 shares; 2024Q4: 24,874 shares; 2025Q1: 19,340 shares; 2025Q2: 20,252 shares; 2025Q3: 21,308 shares; 2025Q4: 22,030 shares; 2026Q1: 19,172 shares 19,172 $2.78M 0.03% -2,858 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,811 shares; 2024Q4: 58,844 shares; 2025Q1: 61,757 shares; 2025Q2: 78,215 shares; 2025Q3: 79,499 shares; 2025Q4: 74,357 shares; 2026Q1: 75,040 shares 75,040 $2.76M 0.03% +683 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,921 shares; 2024Q4: 12,211 shares; 2025Q1: 10,349 shares; 2025Q2: 12,478 shares; 2025Q3: 12,451 shares; 2025Q4: 12,652 shares; 2026Q1: 12,780 shares 12,780 $2.76M 0.03% +128 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: 3,987 shares; 2024Q4: 3,925 shares; 2025Q1: 3,945 shares; 2025Q2: 4,345 shares; 2025Q3: 4,305 shares; 2025Q4: 4,446 shares; 2026Q1: 4,473 shares 4,473 $2.76M 0.03% +27 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: 27,890 shares; 2024Q4: 24,451 shares; 2025Q1: 17,717 shares; 2025Q2: 23,112 shares; 2025Q3: 123,810 shares; 2025Q4: 144,709 shares; 2026Q1: 28,386 shares 28,386 $2.76M 0.03% -116,323 Timeline WTV 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: 18,027 shares; 2024Q4: 19,851 shares; 2025Q1: 36,170 shares; 2025Q2: 36,041 shares; 2025Q3: 37,369 shares; 2025Q4: 40,654 shares; 2026Q1: 28,767 shares 28,767 $2.73M 0.03% -11,887 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,613 shares; 2024Q4: 17,621 shares; 2025Q1: 17,283 shares; 2025Q2: 17,979 shares; 2025Q3: 16,930 shares; 2025Q4: 18,866 shares; 2026Q1: 20,777 shares 20,777 $2.72M 0.03% +1,911 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,140 shares; 2024Q4: 29,291 shares; 2025Q1: 26,518 shares; 2025Q2: 25,584 shares; 2025Q3: 25,756 shares; 2025Q4: 24,668 shares; 2026Q1: 29,216 shares 29,216 $2.72M 0.03% +4,548 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: 35,517 shares; 2024Q4: 84,672 shares; 2025Q1: 90,233 shares; 2025Q2: 113,310 shares; 2025Q3: 114,316 shares; 2025Q4: 106,017 shares; 2026Q1: 108,895 shares 108,895 $2.71M 0.03% +2,878 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,849 shares; 2024Q4: 114,496 shares; 2025Q1: 116,806 shares; 2025Q2: 109,540 shares; 2025Q3: 115,786 shares; 2025Q4: 128,419 shares; 2026Q1: 129,410 shares 129,410 $2.71M 0.03% +991 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,540 shares; 2024Q4: 25,361 shares; 2025Q1: 15,993 shares; 2025Q2: 12,187 shares; 2025Q3: 36,527 shares; 2025Q4: 41,591 shares; 2026Q1: 73,502 shares 73,502 $2.7M 0.03% +31,911 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,492 shares; 2024Q4: 16,396 shares; 2025Q1: 14,955 shares; 2025Q2: 15,047 shares; 2025Q3: 23,479 shares; 2025Q4: 23,319 shares; 2026Q1: 22,721 shares 22,721 $2.7M 0.03% -598 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,265 shares; 2024Q4: 8,299 shares; 2025Q1: 8,090 shares; 2025Q2: 12,363 shares; 2025Q3: 12,221 shares; 2025Q4: 11,481 shares; 2026Q1: 11,230 shares 11,230 $2.7M 0.03% -251 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: 53,291 shares; 2024Q4: 50,383 shares; 2025Q1: 37,983 shares; 2025Q2: 38,411 shares; 2025Q3: 37,917 shares; 2025Q4: 38,438 shares; 2026Q1: 47,120 shares 47,120 $2.69M 0.03% +8,682 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,624 shares; 2024Q4: 9,761 shares; 2025Q1: 23,323 shares; 2025Q2: 25,403 shares; 2025Q3: 20,461 shares; 2025Q4: 24,565 shares; 2026Q1: 24,535 shares 24,535 $2.69M 0.03% -30 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,506 shares; 2024Q4: 6,583 shares; 2025Q1: 6,627 shares; 2025Q2: 6,671 shares; 2025Q3: 7,292 shares; 2025Q4: 7,158 shares; 2026Q1: 13,012 shares 13,012 $2.68M 0.03% +5,854 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,666 shares; 2024Q4: 1,719 shares; 2025Q1: 1,637 shares; 2025Q2: 26,228 shares; 2025Q3: 32,117 shares; 2025Q4: 33,223 shares; 2026Q1: 28,991 shares 28,991 $2.68M 0.03% -4,232 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,443 shares; 2024Q4: 3,786 shares; 2025Q1: 3,314 shares; 2025Q2: 2,972 shares; 2025Q3: 3,017 shares; 2025Q4: 16,269 shares; 2026Q1: 16,738 shares 16,738 $2.66M 0.03% +469 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,633 shares; 2024Q4: 3,367 shares; 2025Q1: 3,873 shares; 2025Q2: 3,850 shares; 2025Q3: 6,477 shares; 2025Q4: 10,842 shares; 2026Q1: 10,542 shares 10,542 $2.64M 0.03% -300 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,016 shares; 2024Q4: 34,655 shares; 2025Q1: 35,056 shares; 2025Q2: 38,589 shares; 2025Q3: 39,889 shares; 2025Q4: 41,705 shares; 2026Q1: 35,035 shares 35,035 $2.63M 0.03% -6,670 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,253 shares; 2024Q4: 18,488 shares; 2025Q1: 18,646 shares; 2025Q2: 18,965 shares; 2025Q3: 23,410 shares; 2025Q4: 24,131 shares; 2026Q1: 19,904 shares 19,904 $2.61M 0.03% -4,227 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,742 shares; 2024Q4: 2,661 shares; 2025Q1: 1,830 shares; 2025Q2: 1,805 shares; 2025Q3: 9,057 shares; 2025Q4: 10,928 shares; 2026Q1: 12,430 shares 12,430 $2.6M 0.03% +1,502 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: 15,335 shares; 2024Q4: 15,940 shares; 2025Q1: 13,585 shares; 2025Q2: 13,678 shares; 2025Q3: 20,247 shares; 2025Q4: 25,280 shares; 2026Q1: 19,636 shares 19,636 $2.6M 0.03% -5,644 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,104 shares; 2024Q4: 134,732 shares; 2025Q1: 149,033 shares; 2025Q2: 120,782 shares; 2025Q3: 119,298 shares; 2025Q4: 123,034 shares; 2026Q1: 99,779 shares 99,779 $2.58M 0.03% -23,255 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,202 shares; 2024Q4: 5,895 shares; 2025Q1: 4,173 shares; 2025Q2: 3,804 shares; 2025Q3: 4,206 shares; 2025Q4: 5,646 shares; 2026Q1: 6,478 shares 6,478 $2.54M 0.03% +832 Timeline BLV 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: 3,497 shares; 2024Q4: 3,453 shares; 2025Q1: 3,066 shares; 2025Q2: 3,052 shares; 2025Q3: 3,531 shares; 2025Q4: not reported; 2026Q1: 36,578 shares 36,578 $2.52M 0.03% new Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,139 shares; 2025Q1: 366,334 shares; 2025Q2: 548,477 shares; 2025Q3: 508,478 shares; 2025Q4: 626,085 shares; 2026Q1: 342,511 shares 342,511 $2.49M 0.03% -283,574 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,213 shares; 2024Q4: 16,288 shares; 2025Q1: 12,509 shares; 2025Q2: 14,773 shares; 2025Q3: 14,500 shares; 2025Q4: 14,838 shares; 2026Q1: 49,617 shares 49,617 $2.49M 0.03% +34,779 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: 8,647 shares; 2024Q4: 8,186 shares; 2025Q1: 7,791 shares; 2025Q2: 7,122 shares; 2025Q3: 7,728 shares; 2025Q4: 7,463 shares; 2026Q1: 6,921 shares 6,921 $2.48M 0.03% -542 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: 44,663 shares; 2024Q4: 57,275 shares; 2025Q1: 47,825 shares; 2025Q2: 42,124 shares; 2025Q3: 31,004 shares; 2025Q4: 30,886 shares; 2026Q1: 33,324 shares 33,324 $2.48M 0.03% +2,438 Timeline SPAB 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: 115,683 shares; 2024Q4: 84,779 shares; 2025Q1: 108,162 shares; 2025Q2: 110,878 shares; 2025Q3: 115,607 shares; 2025Q4: 128,473 shares; 2026Q1: 96,772 shares 96,772 $2.48M 0.03% -31,701 Timeline FELV 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: 157,100 shares; 2025Q1: 290,588 shares; 2025Q2: 202,687 shares; 2025Q3: 141,327 shares; 2025Q4: 84,017 shares; 2026Q1: 71,009 shares 71,009 $2.48M 0.03% -13,008 Timeline DGRS 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: 11,273 shares; 2025Q1: 100,536 shares; 2025Q2: 104,140 shares; 2025Q3: 59,327 shares; 2025Q4: 52,799 shares; 2026Q1: 46,732 shares 46,732 $2.47M 0.03% -6,067 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: 319,479 shares; 2024Q4: 293,066 shares; 2025Q1: 91,867 shares; 2025Q2: 75,918 shares; 2025Q3: 71,107 shares; 2025Q4: 57,549 shares; 2026Q1: 55,046 shares 55,046 $2.47M 0.03% -2,503 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: 11,596 shares; 2025Q4: 27,947 shares; 2026Q1: 21,027 shares 21,027 $2.47M 0.03% -6,920 Timeline