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: 1,452,156 shares; 2024Q4: 1,483,150 shares; 2025Q1: 1,517,901 shares; 2025Q2: 1,648,443 shares; 2025Q3: 1,642,867 shares; 2025Q4: 1,661,237 shares; 2026Q1: 1,731,717 shares 1,731,717 $556M 7.08% +70,480 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: 3,229,808 shares; 2024Q4: 3,359,902 shares; 2025Q1: 3,340,457 shares; 2025Q2: 3,430,347 shares; 2025Q3: 3,272,155 shares; 2025Q4: 3,339,132 shares; 2026Q1: 3,452,220 shares 3,452,220 $259M 3.3% +113,088 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 255,400 shares; 2024Q4: 286,408 shares; 2025Q1: 368,654 shares; 2025Q2: 507,505 shares; 2025Q3: 543,776 shares; 2025Q4: 531,978 shares; 2026Q1: 660,017 shares 660,017 $168M 2.13% +128,039 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: 59,541 shares; 2024Q4: 67,888 shares; 2025Q1: 79,081 shares; 2025Q2: 186,655 shares; 2025Q3: 235,307 shares; 2025Q4: 230,276 shares; 2026Q1: 255,954 shares 255,954 $167M 2.13% +25,678 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: 223,916 shares; 2024Q4: 218,767 shares; 2025Q1: 229,949 shares; 2025Q2: 237,854 shares; 2025Q3: 232,623 shares; 2025Q4: 243,232 shares; 2026Q1: 284,069 shares 284,069 $124M 1.58% +40,837 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: 304,480 shares; 2024Q4: 425,192 shares; 2025Q1: 490,833 shares; 2025Q2: 602,850 shares; 2025Q3: 642,982 shares; 2025Q4: 633,764 shares; 2026Q1: 689,910 shares 689,910 $120M 1.53% +56,146 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: 391,229 shares; 2024Q4: 419,398 shares; 2025Q1: 437,227 shares; 2025Q2: 425,301 shares; 2025Q3: 471,875 shares; 2025Q4: 481,837 shares; 2026Q1: 552,948 shares 552,948 $108M 1.38% +71,111 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: 86,929 shares; 2024Q4: 92,247 shares; 2025Q1: 125,348 shares; 2025Q2: 142,948 shares; 2025Q3: 145,005 shares; 2025Q4: 145,586 shares; 2026Q1: 148,667 shares 148,667 $97M 1.24% +3,081 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: 78,672 shares; 2024Q4: 85,085 shares; 2025Q1: 96,643 shares; 2025Q2: 137,724 shares; 2025Q3: 152,583 shares; 2025Q4: 155,474 shares; 2026Q1: 161,978 shares 161,978 $96.8M 1.23% +6,504 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,301,813 shares; 2025Q4: 1,359,312 shares; 2026Q1: 1,663,485 shares 1,663,485 $89.4M 1.14% +304,173 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: 118,902 shares; 2024Q4: 130,425 shares; 2025Q1: 165,602 shares; 2025Q2: 185,451 shares; 2025Q3: 217,696 shares; 2025Q4: 221,500 shares; 2026Q1: 237,139 shares 237,139 $87.8M 1.12% +15,639 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: 218,692 shares; 2024Q4: 223,937 shares; 2025Q1: 298,559 shares; 2025Q2: 308,445 shares; 2025Q3: 361,407 shares; 2025Q4: 354,731 shares; 2026Q1: 407,933 shares 407,933 $85M 1.08% +53,202 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 349,654 shares; 2025Q4: 342,229 shares; 2026Q1: 344,553 shares 344,553 $81.9M 1.04% +2,324 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: 33,826 shares; 2024Q4: 42,185 shares; 2025Q1: 147,924 shares; 2025Q2: 161,269 shares; 2025Q3: 160,329 shares; 2025Q4: 160,739 shares; 2026Q1: 166,488 shares 166,488 $79.8M 1.02% +5,749 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: 33,884 shares; 2024Q4: 37,607 shares; 2025Q1: 69,746 shares; 2025Q2: 117,949 shares; 2025Q3: 111,824 shares; 2025Q4: 110,418 shares; 2026Q1: 122,925 shares 122,925 $71M 0.9% +12,507 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,166,337 shares; 2025Q4: 2,382,094 shares; 2026Q1: 2,496,913 shares 2,496,913 $65.4M 0.83% +114,819 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: 138,879 shares; 2024Q4: 154,226 shares; 2025Q1: 176,338 shares; 2025Q2: 234,981 shares; 2025Q3: 250,103 shares; 2025Q4: 281,920 shares; 2026Q1: 657,994 shares 657,994 $64.4M 0.82% +376,074 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: 87,109 shares; 2024Q4: 94,276 shares; 2025Q1: 123,545 shares; 2025Q2: 166,679 shares; 2025Q3: 187,952 shares; 2025Q4: 188,270 shares; 2026Q1: 196,239 shares 196,239 $57.7M 0.74% +7,969 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: 188,382 shares; 2024Q4: 213,064 shares; 2025Q1: 239,048 shares; 2025Q2: 326,462 shares; 2025Q3: 362,645 shares; 2025Q4: 403,443 shares; 2026Q1: 965,471 shares 965,471 $54.6M 0.7% +562,028 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: 45,359 shares; 2024Q4: 49,101 shares; 2025Q1: 81,307 shares; 2025Q2: 97,269 shares; 2025Q3: 109,351 shares; 2025Q4: 109,077 shares; 2026Q1: 185,690 shares 185,690 $53.3M 0.68% +76,613 Timeline IBDY ISHARES 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: 1,854,861 shares; 2025Q4: 1,952,145 shares; 2026Q1: 2,038,645 shares 2,038,645 $52.7M 0.67% +86,500 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: 343,765 shares; 2024Q4: 422,118 shares; 2025Q1: 320,673 shares; 2025Q2: 454,759 shares; 2025Q3: 516,313 shares; 2025Q4: 488,202 shares; 2026Q1: 566,224 shares 566,224 $51.3M 0.65% +78,022 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: 486,177 shares; 2024Q4: 512,606 shares; 2025Q1: 564,968 shares; 2025Q2: 650,132 shares; 2025Q3: 692,581 shares; 2025Q4: 716,748 shares; 2026Q1: 774,716 shares 774,716 $49.6M 0.63% +57,968 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 343,128 shares; 2025Q4: 348,961 shares; 2026Q1: 330,251 shares 330,251 $48.3M 0.62% -18,710 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182,304 shares; 2024Q4: 197,507 shares; 2025Q1: 191,374 shares; 2025Q2: 203,262 shares; 2025Q3: 194,255 shares; 2025Q4: 196,321 shares; 2026Q1: 215,831 shares 215,831 $46.9M 0.6% +19,510 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: 59,486 shares; 2024Q4: 57,649 shares; 2025Q1: 59,085 shares; 2025Q2: 60,791 shares; 2025Q3: 64,127 shares; 2025Q4: 56,776 shares; 2026Q1: 80,683 shares 80,683 $46.2M 0.59% +23,907 Timeline IBDZ ISHARES 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: 522,212 shares; 2025Q4: 1,657,455 shares; 2026Q1: 1,755,367 shares 1,755,367 $45.7M 0.58% +97,912 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: 88,578 shares; 2024Q4: 92,877 shares; 2025Q1: 96,086 shares; 2025Q2: 103,163 shares; 2025Q3: 106,599 shares; 2025Q4: 98,739 shares; 2026Q1: 141,104 shares 141,104 $43.7M 0.56% +42,365 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 586,507 shares; 2025Q2: 292,466 shares; 2025Q3: 225,739 shares; 2025Q4: 225,240 shares; 2026Q1: 380,800 shares 380,800 $42M 0.54% +155,560 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 388,586 shares; 2025Q4: 423,587 shares; 2026Q1: 774,495 shares 774,495 $40.2M 0.51% +350,908 Timeline IBDX ISHARES 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: 1,441,585 shares; 2025Q4: 1,521,738 shares; 2026Q1: 1,584,574 shares 1,584,574 $40M 0.51% +62,836 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,739,411 shares; 2025Q4: 1,826,496 shares; 2026Q1: 1,900,235 shares 1,900,235 $39.8M 0.51% +73,739 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,838 shares; 2024Q4: 44,498 shares; 2025Q1: 384,920 shares; 2025Q2: 358,714 shares; 2025Q3: 382,861 shares; 2025Q4: 757,338 shares; 2026Q1: 807,393 shares 807,393 $37.1M 0.47% +50,055 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: 25,745 shares; 2024Q4: 26,195 shares; 2025Q1: 28,282 shares; 2025Q2: 43,142 shares; 2025Q3: 96,256 shares; 2025Q4: 100,594 shares; 2026Q1: 99,602 shares 99,602 $37M 0.47% -992 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: 83,539 shares; 2024Q4: 88,243 shares; 2025Q1: 60,565 shares; 2025Q2: 63,422 shares; 2025Q3: 70,733 shares; 2025Q4: 133,688 shares; 2026Q1: 148,385 shares 148,385 $36.8M 0.47% +14,697 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: 57,602 shares; 2024Q4: 62,524 shares; 2025Q1: 79,552 shares; 2025Q2: 86,019 shares; 2025Q3: 93,264 shares; 2025Q4: 113,424 shares; 2026Q1: 127,839 shares 127,839 $36.7M 0.47% +14,415 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,882 shares; 2024Q4: 176,987 shares; 2025Q1: 177,641 shares; 2025Q2: 227,073 shares; 2025Q3: 165,838 shares; 2025Q4: 168,721 shares; 2026Q1: 195,010 shares 195,010 $35.9M 0.46% +26,289 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,552,485 shares; 2025Q4: 1,574,557 shares; 2026Q1: 1,609,633 shares 1,609,633 $35.2M 0.45% +35,076 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,591 shares; 2025Q2: 348,672 shares; 2025Q3: 361,910 shares; 2025Q4: 371,659 shares; 2026Q1: 374,321 shares 374,321 $34.2M 0.44% +2,662 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,018 shares; 2024Q4: 239,651 shares; 2025Q1: 501,831 shares; 2025Q2: 514,749 shares; 2025Q3: 581,987 shares; 2025Q4: 598,936 shares; 2026Q1: 714,406 shares 714,406 $33M 0.42% +115,470 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: 181,288 shares; 2024Q4: 184,756 shares; 2025Q1: 247,123 shares; 2025Q2: 241,108 shares; 2025Q3: 287,893 shares; 2025Q4: 305,794 shares; 2026Q1: 321,111 shares 321,111 $31.9M 0.41% +15,317 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: 344,151 shares; 2024Q4: 371,574 shares; 2025Q1: 327,083 shares; 2025Q2: 290,671 shares; 2025Q3: 322,953 shares; 2025Q4: 307,975 shares; 2026Q1: 241,389 shares 241,389 $31.7M 0.4% -66,586 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,791 shares; 2024Q4: 3,042 shares; 2025Q1: 5,954 shares; 2025Q2: 7,330 shares; 2025Q3: 15,991 shares; 2025Q4: 29,312 shares; 2026Q1: 37,172 shares 37,172 $31.4M 0.4% +7,860 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,290 shares; 2025Q2: 5,867 shares; 2025Q3: 71,074 shares; 2025Q4: 72,486 shares; 2026Q1: 80,906 shares 80,906 $31M 0.4% +8,420 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: 129,508 shares; 2024Q4: 92,488 shares; 2025Q1: 310,659 shares; 2025Q2: 498,086 shares; 2025Q3: 454,311 shares; 2025Q4: 371,503 shares; 2026Q1: 355,054 shares 355,054 $30.8M 0.39% -16,449 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: 114,977 shares; 2024Q4: 127,831 shares; 2025Q1: 134,582 shares; 2025Q2: 271,631 shares; 2025Q3: 317,625 shares; 2025Q4: 350,070 shares; 2026Q1: 366,291 shares 366,291 $30.3M 0.39% +16,221 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: 183,563 shares; 2024Q4: 193,080 shares; 2025Q1: 221,310 shares; 2025Q2: 248,793 shares; 2025Q3: 269,894 shares; 2025Q4: 259,383 shares; 2026Q1: 242,768 shares 242,768 $30.2M 0.39% -16,615 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: 87,627 shares; 2024Q4: 122,310 shares; 2025Q1: 129,378 shares; 2025Q2: 148,363 shares; 2025Q3: 161,507 shares; 2025Q4: 169,281 shares; 2026Q1: 175,877 shares 175,877 $29.8M 0.38% +6,596 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: 192,078 shares; 2024Q4: 196,460 shares; 2025Q1: 391,386 shares; 2025Q2: 383,816 shares; 2025Q3: 440,158 shares; 2025Q4: 432,744 shares; 2026Q1: 436,907 shares 436,907 $29.5M 0.38% +4,163 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: 43,283 shares; 2024Q4: 51,983 shares; 2025Q1: 147,266 shares; 2025Q2: 170,894 shares; 2025Q3: 177,324 shares; 2025Q4: 151,766 shares; 2026Q1: 152,920 shares 152,920 $29.3M 0.37% +1,154 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: 78,202 shares; 2024Q4: 98,756 shares; 2025Q1: 145,964 shares; 2025Q2: 149,122 shares; 2025Q3: 152,462 shares; 2025Q4: 155,407 shares; 2026Q1: 205,017 shares 205,017 $29.2M 0.37% +49,610 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: 43,603 shares; 2024Q4: 54,457 shares; 2025Q1: 59,211 shares; 2025Q2: 96,363 shares; 2025Q3: 98,506 shares; 2025Q4: 101,026 shares; 2026Q1: 118,805 shares 118,805 $29M 0.37% +17,779 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: 68,510 shares; 2024Q4: 70,297 shares; 2025Q1: 76,846 shares; 2025Q2: 84,832 shares; 2025Q3: 97,105 shares; 2025Q4: 98,231 shares; 2026Q1: 110,082 shares 110,082 $28.8M 0.37% +11,851 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: 227,739 shares; 2024Q4: 228,424 shares; 2025Q1: 201,530 shares; 2025Q2: 253,143 shares; 2025Q3: 260,452 shares; 2025Q4: 248,828 shares; 2026Q1: 399,985 shares 399,985 $27.9M 0.36% +151,157 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: 49,614 shares; 2024Q4: 242,120 shares; 2025Q1: 298,811 shares; 2025Q2: 508,661 shares; 2025Q3: 736,795 shares; 2025Q4: 792,965 shares; 2026Q1: 938,366 shares 938,366 $27.3M 0.35% +145,401 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: 26,930 shares; 2024Q4: 27,916 shares; 2025Q1: 27,659 shares; 2025Q2: 27,507 shares; 2025Q3: 28,190 shares; 2025Q4: 18,417 shares; 2026Q1: 26,213 shares 26,213 $26.1M 0.33% +7,796 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: 36,884 shares; 2024Q4: 37,737 shares; 2025Q1: 32,043 shares; 2025Q2: 12,246 shares; 2025Q3: 12,714 shares; 2025Q4: 12,934 shares; 2026Q1: 36,865 shares 36,865 $26.1M 0.33% +23,931 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,484 shares; 2024Q4: 12,468 shares; 2025Q1: 12,488 shares; 2025Q2: 14,062 shares; 2025Q3: 14,877 shares; 2025Q4: 15,249 shares; 2026Q1: 28,323 shares 28,323 $26.1M 0.33% +13,074 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 178,514 shares; 2025Q4: 192,458 shares; 2026Q1: 321,765 shares 321,765 $25.9M 0.33% +129,307 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,010,855 shares; 2025Q4: 1,068,563 shares; 2026Q1: 1,113,705 shares 1,113,705 $25.9M 0.33% +45,142 Timeline PDP 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: 204,941 shares; 2025Q2: 208,491 shares; 2025Q3: 211,927 shares; 2025Q4: 215,035 shares; 2026Q1: 210,653 shares 210,653 $25.4M 0.32% -4,382 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: 27,513 shares; 2024Q4: 30,538 shares; 2025Q1: 45,396 shares; 2025Q2: 69,877 shares; 2025Q3: 52,740 shares; 2025Q4: 60,384 shares; 2026Q1: 57,649 shares 57,649 $24.8M 0.32% -2,735 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,304 shares; 2024Q4: 6,708 shares; 2025Q1: 4,919 shares; 2025Q2: 6,633 shares; 2025Q3: 110,778 shares; 2025Q4: 108,754 shares; 2026Q1: 114,642 shares 114,642 $24.2M 0.31% +5,888 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: 243,048 shares; 2024Q4: 255,737 shares; 2025Q1: 300,852 shares; 2025Q2: 343,821 shares; 2025Q3: 368,877 shares; 2025Q4: 377,902 shares; 2026Q1: 422,809 shares 422,809 $22.9M 0.29% +44,907 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: 152,209 shares; 2024Q4: 326,363 shares; 2025Q1: 584,327 shares; 2025Q2: 612,910 shares; 2025Q3: 606,155 shares; 2025Q4: 612,874 shares; 2026Q1: 916,786 shares 916,786 $22.8M 0.29% +303,912 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: 4,973 shares; 2024Q4: 84,118 shares; 2025Q1: 279,758 shares; 2025Q2: 274,775 shares; 2025Q3: 274,907 shares; 2025Q4: 270,136 shares; 2026Q1: 256,644 shares 256,644 $22.6M 0.29% -13,492 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 395,871 shares; 2025Q4: 428,567 shares; 2026Q1: 490,694 shares 490,694 $22.5M 0.29% +62,127 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 447,060 shares; 2025Q4: 465,237 shares; 2026Q1: 481,095 shares 481,095 $22.5M 0.29% +15,858 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: 65,517 shares; 2024Q4: 66,138 shares; 2025Q1: 73,339 shares; 2025Q2: 103,247 shares; 2025Q3: 112,405 shares; 2025Q4: 123,301 shares; 2026Q1: 147,764 shares 147,764 $21.9M 0.28% +24,463 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: 19,784 shares; 2024Q4: 18,885 shares; 2025Q1: 19,837 shares; 2025Q2: 22,038 shares; 2025Q3: 23,510 shares; 2025Q4: 199,497 shares; 2026Q1: 227,135 shares 227,135 $21.8M 0.28% +27,638 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 526,182 shares; 2025Q4: 523,015 shares; 2026Q1: 532,862 shares 532,862 $21M 0.27% +9,847 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,055 shares; 2024Q4: 7,264 shares; 2025Q1: 12,984 shares; 2025Q2: 42,383 shares; 2025Q3: 44,623 shares; 2025Q4: 44,795 shares; 2026Q1: 44,945 shares 44,945 $20.9M 0.27% +150 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,277 shares; 2025Q1: 259,028 shares; 2025Q2: 246,382 shares; 2025Q3: 216,312 shares; 2025Q4: 212,036 shares; 2026Q1: 215,439 shares 215,439 $20.8M 0.27% +3,403 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: 38,197 shares; 2024Q4: 41,139 shares; 2025Q1: 40,480 shares; 2025Q2: 42,149 shares; 2025Q3: 47,690 shares; 2025Q4: 46,721 shares; 2026Q1: 66,563 shares 66,563 $20.1M 0.26% +19,842 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: 62,484 shares; 2024Q4: 269,602 shares; 2025Q1: 421,012 shares; 2025Q2: 474,816 shares; 2025Q3: 523,503 shares; 2025Q4: 626,200 shares; 2026Q1: 768,276 shares 768,276 $19.7M 0.25% +142,076 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: 40,081 shares; 2024Q4: 47,745 shares; 2025Q1: 59,446 shares; 2025Q2: 65,655 shares; 2025Q3: 67,890 shares; 2025Q4: 68,156 shares; 2026Q1: 89,029 shares 89,029 $19.4M 0.25% +20,873 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 224,064 shares; 2025Q4: 237,946 shares; 2026Q1: 249,107 shares 249,107 $19.3M 0.25% +11,161 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 943,563 shares; 2025Q1: 963,563 shares; 2025Q2: 1,026,663 shares; 2025Q3: 1,022,784 shares; 2025Q4: 1,024,428 shares; 2026Q1: 1,032,515 shares 1,032,515 $18.8M 0.24% +8,087 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: 34,888 shares; 2024Q4: 37,656 shares; 2025Q1: 38,912 shares; 2025Q2: 36,749 shares; 2025Q3: 37,272 shares; 2025Q4: 40,437 shares; 2026Q1: 44,101 shares 44,101 $18.8M 0.24% +3,664 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: 13,314 shares; 2024Q4: 15,444 shares; 2025Q1: 15,531 shares; 2025Q2: 14,557 shares; 2025Q3: 15,310 shares; 2025Q4: 15,094 shares; 2026Q1: 54,302 shares 54,302 $18.6M 0.24% +39,208 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 383,062 shares; 2025Q4: 403,741 shares; 2026Q1: 407,716 shares 407,716 $18.3M 0.23% +3,975 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: 47,893 shares; 2024Q4: 55,204 shares; 2025Q1: 60,259 shares; 2025Q2: 59,301 shares; 2025Q3: 61,831 shares; 2025Q4: 63,208 shares; 2026Q1: 84,490 shares 84,490 $18.1M 0.23% +21,282 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: 76,102 shares; 2024Q4: 102,099 shares; 2025Q1: 100,173 shares; 2025Q2: 118,529 shares; 2025Q3: 120,217 shares; 2025Q4: 137,745 shares; 2026Q1: 148,433 shares 148,433 $18M 0.23% +10,688 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 194,126 shares; 2025Q4: 204,706 shares; 2026Q1: 210,391 shares 210,391 $17.8M 0.23% +5,685 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 260,640 shares; 2025Q4: 287,068 shares; 2026Q1: 355,384 shares 355,384 $17.8M 0.23% +68,316 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: 32,687 shares; 2024Q4: 31,025 shares; 2025Q1: 32,520 shares; 2025Q2: 36,126 shares; 2025Q3: 37,313 shares; 2025Q4: 38,231 shares; 2026Q1: 79,498 shares 79,498 $17.1M 0.22% +41,267 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: 54,147 shares; 2024Q4: 50,180 shares; 2025Q1: 59,271 shares; 2025Q2: 86,953 shares; 2025Q3: 147,692 shares; 2025Q4: 144,185 shares; 2026Q1: 131,190 shares 131,190 $16.3M 0.21% -12,995 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: 30,976 shares; 2024Q4: 26,076 shares; 2025Q1: 39,585 shares; 2025Q2: 45,036 shares; 2025Q3: 48,627 shares; 2025Q4: 95,681 shares; 2026Q1: 122,339 shares 122,339 $16.3M 0.21% +26,658 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: 27,970 shares; 2024Q4: 37,582 shares; 2025Q1: 58,957 shares; 2025Q2: 43,162 shares; 2025Q3: 48,695 shares; 2025Q4: 47,787 shares; 2026Q1: 47,782 shares 47,782 $16.2M 0.21% -5 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,411 shares; 2025Q4: 26,357 shares; 2026Q1: 39,669 shares 39,669 $16.2M 0.21% +13,312 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,801 shares; 2024Q4: 3,955 shares; 2025Q1: 181,196 shares; 2025Q2: 308,129 shares; 2025Q3: 192,255 shares; 2025Q4: 191,156 shares; 2026Q1: 188,392 shares 188,392 $15.9M 0.2% -2,764 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: 12,143 shares; 2024Q4: 311,603 shares; 2025Q1: 389,231 shares; 2025Q2: 405,457 shares; 2025Q3: 481,701 shares; 2025Q4: 499,464 shares; 2026Q1: 517,010 shares 517,010 $15.9M 0.2% +17,546 Timeline NUGT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 83,000 shares; 2025Q4: 83,000 shares; 2026Q1: 83,000 shares 83,000 $15.6M 0.2% 0 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: not reported; 2024Q4: 102,784 shares; 2025Q1: 101,870 shares; 2025Q2: 101,618 shares; 2025Q3: 106,124 shares; 2025Q4: 102,495 shares; 2026Q1: 341,282 shares 341,282 $15.6M 0.2% +238,787 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: 47,255 shares; 2024Q4: 45,577 shares; 2025Q1: 54,124 shares; 2025Q2: 69,975 shares; 2025Q3: 97,211 shares; 2025Q4: 106,674 shares; 2026Q1: 200,344 shares 200,344 $15.4M 0.2% +93,670 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: not reported; 2024Q4: 101,450 shares; 2025Q1: 121,346 shares; 2025Q2: 606,451 shares; 2025Q3: 793,114 shares; 2025Q4: 855,109 shares; 2026Q1: 625,539 shares 625,539 $15.3M 0.19% -229,570 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 672,888 shares 672,888 $15.1M 0.19% new 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: 198,769 shares; 2024Q4: 232,384 shares; 2025Q1: 257,948 shares; 2025Q2: 276,923 shares; 2025Q3: 283,802 shares; 2025Q4: 308,927 shares; 2026Q1: 277,614 shares 277,614 $14.6M 0.19% -31,313 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: 15,225 shares; 2024Q4: 29,159 shares; 2025Q1: 36,079 shares; 2025Q2: 45,633 shares; 2025Q3: 49,495 shares; 2025Q4: 53,378 shares; 2026Q1: 69,933 shares 69,933 $14.5M 0.18% +16,555 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: 19,470 shares; 2024Q4: 20,466 shares; 2025Q1: 35,599 shares; 2025Q2: 37,303 shares; 2025Q3: 34,432 shares; 2025Q4: 40,590 shares; 2026Q1: 45,836 shares 45,836 $14.4M 0.18% +5,246 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 397,777 shares; 2025Q4: 381,252 shares; 2026Q1: 360,315 shares 360,315 $14.2M 0.18% -20,937 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: 32,267 shares; 2024Q4: 35,860 shares; 2025Q1: 36,441 shares; 2025Q2: 43,925 shares; 2025Q3: 76,596 shares; 2025Q4: 72,437 shares; 2026Q1: 69,805 shares 69,805 $14.2M 0.18% -2,632 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,392 shares; 2024Q4: 4,598 shares; 2025Q1: 6,415 shares; 2025Q2: 9,393 shares; 2025Q3: 34,139 shares; 2025Q4: 35,446 shares; 2026Q1: 86,509 shares 86,509 $14.2M 0.18% +51,063 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: 12,474 shares; 2024Q4: 34,715 shares; 2025Q1: 43,659 shares; 2025Q2: 276,106 shares; 2025Q3: 374,677 shares; 2025Q4: 419,308 shares; 2026Q1: 399,311 shares 399,311 $14.2M 0.18% -19,997 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: 10,159 shares; 2024Q4: 12,790 shares; 2025Q1: 12,963 shares; 2025Q2: 17,089 shares; 2025Q3: 18,898 shares; 2025Q4: 22,637 shares; 2026Q1: 70,743 shares 70,743 $14.1M 0.18% +48,106 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,123 shares; 2024Q4: 62,901 shares; 2025Q1: 65,160 shares; 2025Q2: 67,034 shares; 2025Q3: 108,299 shares; 2025Q4: 113,136 shares; 2026Q1: 297,721 shares 297,721 $14M 0.18% +184,585 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: 42,863 shares; 2024Q4: 80,126 shares; 2025Q1: 102,500 shares; 2025Q2: 125,447 shares; 2025Q3: 148,531 shares; 2025Q4: 152,463 shares; 2026Q1: 285,813 shares 285,813 $13.9M 0.18% +133,350 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 779,796 shares; 2025Q4: 528,351 shares; 2026Q1: 548,869 shares 548,869 $13.9M 0.18% +20,518 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,190 shares; 2025Q2: 13,315 shares; 2025Q3: 12,946 shares; 2025Q4: 13,049 shares; 2026Q1: 475,507 shares 475,507 $13.9M 0.18% +462,458 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: 166,559 shares; 2024Q4: 192,684 shares; 2025Q1: 220,261 shares; 2025Q2: 264,930 shares; 2025Q3: 303,487 shares; 2025Q4: 320,323 shares; 2026Q1: 412,344 shares 412,344 $13.8M 0.18% +92,021 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: 41,718 shares; 2024Q4: 150,172 shares; 2025Q1: 164,170 shares; 2025Q2: 121,259 shares; 2025Q3: 121,383 shares; 2025Q4: 128,613 shares; 2026Q1: 127,213 shares 127,213 $13.8M 0.18% -1,400 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: 209,217 shares; 2024Q4: 685,525 shares; 2025Q1: 686,738 shares; 2025Q2: 688,464 shares; 2025Q3: 696,700 shares; 2025Q4: 710,885 shares; 2026Q1: 710,703 shares 710,703 $13.7M 0.17% -182 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 227,244 shares; 2025Q4: 193,898 shares; 2026Q1: 239,863 shares 239,863 $13.6M 0.17% +45,965 Timeline ANGL 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: 440,385 shares; 2025Q4: 456,608 shares; 2026Q1: 472,830 shares 472,830 $13.6M 0.17% +16,222 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,029 shares; 2024Q4: 62,037 shares; 2025Q1: 64,318 shares; 2025Q2: 25,091 shares; 2025Q3: 41,624 shares; 2025Q4: 66,668 shares; 2026Q1: 175,367 shares 175,367 $13.5M 0.17% +108,699 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 107,470 shares; 2025Q4: 106,618 shares; 2026Q1: 119,291 shares 119,291 $13.4M 0.17% +12,673 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 279,158 shares 279,158 $13.2M 0.17% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,782 shares; 2024Q4: 10,532 shares; 2025Q1: 10,596 shares; 2025Q2: 8,810 shares; 2025Q3: 12,742 shares; 2025Q4: 12,784 shares; 2026Q1: 16,466 shares 16,466 $12.7M 0.16% +3,682 Timeline EMHY 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: 301,221 shares; 2025Q2: 307,753 shares; 2025Q3: 318,239 shares; 2025Q4: 320,891 shares; 2026Q1: 319,492 shares 319,492 $12.6M 0.16% -1,399 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: 4,482 shares; 2024Q4: 4,565 shares; 2025Q1: 5,284 shares; 2025Q2: 21,507 shares; 2025Q3: 15,411 shares; 2025Q4: 22,281 shares; 2026Q1: 36,984 shares 36,984 $12.5M 0.16% +14,703 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: 53,088 shares; 2024Q4: 82,275 shares; 2025Q1: 103,557 shares; 2025Q2: 118,021 shares; 2025Q3: 131,685 shares; 2025Q4: 134,213 shares; 2026Q1: 156,955 shares 156,955 $12.2M 0.16% +22,742 Timeline VXX BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,614 shares; 2025Q2: 9,133 shares; 2025Q3: 105,613 shares; 2025Q4: 21,541 shares; 2026Q1: 339,602 shares 339,602 $12.1M 0.15% +318,061 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: 20,574 shares; 2024Q4: 24,129 shares; 2025Q1: 26,328 shares; 2025Q2: 32,012 shares; 2025Q3: 33,951 shares; 2025Q4: 34,871 shares; 2026Q1: 36,775 shares 36,775 $12.1M 0.15% +1,904 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: 10,654 shares; 2024Q4: 10,535 shares; 2025Q1: 4,062 shares; 2025Q2: 4,091 shares; 2025Q3: 4,134 shares; 2025Q4: 4,062 shares; 2026Q1: 16,278 shares 16,278 $11.9M 0.15% +12,216 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 154,103 shares; 2025Q4: 164,699 shares; 2026Q1: 168,746 shares 168,746 $11.8M 0.15% +4,047 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,703 shares; 2025Q4: 25,964 shares; 2026Q1: 146,403 shares 146,403 $11.8M 0.15% +120,439 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: 5,199 shares; 2024Q4: 10,907 shares; 2025Q1: 29,500 shares; 2025Q2: 33,169 shares; 2025Q3: 34,773 shares; 2025Q4: 35,467 shares; 2026Q1: 38,640 shares 38,640 $11.7M 0.15% +3,173 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 251,218 shares; 2025Q4: 245,805 shares; 2026Q1: 383,975 shares 383,975 $11.5M 0.15% +138,170 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 107,067 shares; 2025Q4: 170,596 shares; 2026Q1: 233,512 shares 233,512 $11.5M 0.15% +62,916 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,271 shares; 2024Q4: 22,510 shares; 2025Q1: not reported; 2025Q2: 33,468 shares; 2025Q3: 30,442 shares; 2025Q4: not reported; 2026Q1: 227,808 shares 227,808 $11.4M 0.14% new 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: not reported; 2024Q4: not reported; 2025Q1: 234,925 shares; 2025Q2: 209,126 shares; 2025Q3: 298,970 shares; 2025Q4: 252,968 shares; 2026Q1: 208,149 shares 208,149 $11.4M 0.14% -44,819 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 76,815 shares; 2025Q2: 207,802 shares; 2025Q3: 232,433 shares; 2025Q4: 236,813 shares; 2026Q1: 240,252 shares 240,252 $11.2M 0.14% +3,439 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: 14,001 shares; 2024Q4: 23,394 shares; 2025Q1: 54,221 shares; 2025Q2: 57,063 shares; 2025Q3: 58,490 shares; 2025Q4: 58,798 shares; 2026Q1: 46,237 shares 46,237 $11.2M 0.14% -12,561 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,162 shares; 2024Q4: 4,670 shares; 2025Q1: 4,050 shares; 2025Q2: 26,077 shares; 2025Q3: 26,724 shares; 2025Q4: 27,928 shares; 2026Q1: 60,926 shares 60,926 $11.1M 0.14% +32,998 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS 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: 77,540 shares; 2025Q4: 70,628 shares; 2026Q1: 65,249 shares 65,249 $11M 0.14% -5,379 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 129,193 shares 129,193 $11M 0.14% new Timeline FTWO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 194,212 shares; 2025Q4: 225,541 shares; 2026Q1: 240,449 shares 240,449 $10.9M 0.14% +14,908 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 113,731 shares 113,731 $10.9M 0.14% new Timeline GPZ 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: 479,740 shares; 2025Q4: 496,037 shares; 2026Q1: 500,927 shares 500,927 $10.8M 0.14% +4,890 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: 28,878 shares; 2024Q4: 20,745 shares; 2025Q1: 18,728 shares; 2025Q2: 24,691 shares; 2025Q3: 32,476 shares; 2025Q4: 36,017 shares; 2026Q1: 83,724 shares 83,724 $10.7M 0.14% +47,707 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: not reported; 2024Q4: not reported; 2025Q1: 4,826 shares; 2025Q2: 255,316 shares; 2025Q3: 116,469 shares; 2025Q4: 152,425 shares; 2026Q1: 116,457 shares 116,457 $10.7M 0.14% -35,968 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 91,976 shares; 2025Q4: 112,802 shares; 2026Q1: 139,216 shares 139,216 $10.7M 0.14% +26,414 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,986 shares; 2024Q4: 30,931 shares; 2025Q1: 247,187 shares; 2025Q2: 280,304 shares; 2025Q3: 274,750 shares; 2025Q4: 358,677 shares; 2026Q1: 427,739 shares 427,739 $10.6M 0.13% +69,062 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,889 shares; 2024Q4: 18,963 shares; 2025Q1: 208,691 shares; 2025Q2: 58,611 shares; 2025Q3: 36,125 shares; 2025Q4: 37,296 shares; 2026Q1: 55,159 shares 55,159 $10.6M 0.13% +17,863 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: 118,819 shares; 2024Q4: 125,890 shares; 2025Q1: 75,411 shares; 2025Q2: 71,106 shares; 2025Q3: 75,484 shares; 2025Q4: 81,508 shares; 2026Q1: 99,163 shares 99,163 $10.5M 0.13% +17,655 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,377 shares; 2024Q4: 38,859 shares; 2025Q1: 44,510 shares; 2025Q2: 49,209 shares; 2025Q3: 51,762 shares; 2025Q4: 56,703 shares; 2026Q1: 72,745 shares 72,745 $10.5M 0.13% +16,042 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,432 shares; 2024Q4: 2,772 shares; 2025Q1: 2,563 shares; 2025Q2: 1,046 shares; 2025Q3: 1,337 shares; 2025Q4: 1,275 shares; 2026Q1: 7,852 shares 7,852 $10.4M 0.13% +6,577 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 69,116 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 69,209 shares; 2025Q4: 96,246 shares; 2026Q1: 94,434 shares 94,434 $10.4M 0.13% -1,812 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: 13,827 shares; 2024Q4: 14,363 shares; 2025Q1: 14,185 shares; 2025Q2: 16,520 shares; 2025Q3: 52,513 shares; 2025Q4: 48,522 shares; 2026Q1: 49,586 shares 49,586 $10.3M 0.13% +1,064 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: 84,296 shares; 2024Q4: 78,066 shares; 2025Q1: 82,207 shares; 2025Q2: 537,716 shares; 2025Q3: 565,359 shares; 2025Q4: 579,533 shares; 2026Q1: 578,594 shares 578,594 $10.3M 0.13% -939 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,513 shares; 2025Q4: 33,896 shares; 2026Q1: 50,281 shares 50,281 $10.2M 0.13% +16,385 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,860 shares; 2025Q4: 29,249 shares; 2026Q1: 101,468 shares 101,468 $10.2M 0.13% +72,219 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: 10,181 shares; 2024Q4: 11,783 shares; 2025Q1: 38,297 shares; 2025Q2: 38,273 shares; 2025Q3: 39,605 shares; 2025Q4: 40,369 shares; 2026Q1: 114,306 shares 114,306 $10.1M 0.13% +73,937 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,330 shares; 2025Q4: 45,625 shares; 2026Q1: 191,458 shares 191,458 $10.1M 0.13% +145,833 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,704 shares; 2025Q1: 7,474 shares; 2025Q2: 7,287 shares; 2025Q3: 6,524 shares; 2025Q4: 8,483 shares; 2026Q1: 82,167 shares 82,167 $10.1M 0.13% +73,684 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 84,216 shares; 2025Q4: 155,897 shares; 2026Q1: 202,743 shares 202,743 $10.1M 0.13% +46,846 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: 250,068 shares; 2024Q4: 243,335 shares; 2025Q1: 228,856 shares; 2025Q2: 155,323 shares; 2025Q3: 206,970 shares; 2025Q4: 205,465 shares; 2026Q1: 204,584 shares 204,584 $10M 0.13% -881 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 142,590 shares; 2025Q4: 143,927 shares; 2026Q1: 146,469 shares 146,469 $10M 0.13% +2,542 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 134,131 shares; 2025Q4: 131,096 shares; 2026Q1: 196,039 shares 196,039 $9.99M 0.13% +64,943 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,681 shares; 2025Q4: 5,298 shares; 2026Q1: 170,126 shares 170,126 $9.9M 0.13% +164,828 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 356,452 shares; 2025Q4: 366,596 shares; 2026Q1: 406,157 shares 406,157 $9.82M 0.13% +39,561 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: 45,344 shares; 2024Q4: 26,915 shares; 2025Q1: 96,326 shares; 2025Q2: 95,555 shares; 2025Q3: 98,056 shares; 2025Q4: 98,618 shares; 2026Q1: 100,462 shares 100,462 $9.76M 0.12% +1,844 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: 95,204 shares; 2024Q4: 175,867 shares; 2025Q1: 177,886 shares; 2025Q2: 217,249 shares; 2025Q3: 165,781 shares; 2025Q4: 132,247 shares; 2026Q1: 130,321 shares 130,321 $9.71M 0.12% -1,926 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 84,983 shares; 2025Q4: 133,977 shares; 2026Q1: 191,605 shares 191,605 $9.69M 0.12% +57,628 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: 145,506 shares; 2024Q4: 246,712 shares; 2025Q1: 236,709 shares; 2025Q2: 340,306 shares; 2025Q3: 346,577 shares; 2025Q4: 354,254 shares; 2026Q1: 331,537 shares 331,537 $9.61M 0.12% -22,717 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 129,002 shares; 2026Q1: 198,455 shares 198,455 $9.49M 0.12% +69,453 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: 9,470 shares; 2024Q4: 11,135 shares; 2025Q1: 9,936 shares; 2025Q2: 11,288 shares; 2025Q3: 12,077 shares; 2025Q4: 12,079 shares; 2026Q1: 18,957 shares 18,957 $9.47M 0.12% +6,878 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: not reported; 2025Q3: 276,946 shares; 2025Q4: 313,039 shares; 2026Q1: 343,822 shares 343,822 $9.36M 0.12% +30,783 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: 70,113 shares; 2024Q4: 68,818 shares; 2025Q1: 82,189 shares; 2025Q2: 99,018 shares; 2025Q3: 66,530 shares; 2025Q4: 127,446 shares; 2026Q1: 152,036 shares 152,036 $9.31M 0.12% +24,590 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: 9,593 shares; 2024Q4: 9,729 shares; 2025Q1: 11,032 shares; 2025Q2: 12,694 shares; 2025Q3: 19,399 shares; 2025Q4: 19,515 shares; 2026Q1: 23,719 shares 23,719 $9.26M 0.12% +4,204 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 126,646 shares; 2025Q4: 123,087 shares; 2026Q1: 133,566 shares 133,566 $9.26M 0.12% +10,479 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 219,602 shares; 2025Q4: 102,063 shares; 2026Q1: 320,149 shares 320,149 $9.19M 0.12% +218,086 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 625,385 shares; 2025Q4: 723,556 shares; 2026Q1: 571,672 shares 571,672 $9.08M 0.12% -151,884 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: 19,224 shares; 2024Q4: 19,083 shares; 2025Q1: 25,246 shares; 2025Q2: 21,263 shares; 2025Q3: 68,239 shares; 2025Q4: 73,823 shares; 2026Q1: 76,303 shares 76,303 $9.04M 0.12% +2,480 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: 22,754 shares; 2024Q4: 24,029 shares; 2025Q1: 25,194 shares; 2025Q2: 38,931 shares; 2025Q3: 51,480 shares; 2025Q4: 153,516 shares; 2026Q1: 112,831 shares 112,831 $8.98M 0.11% -40,685 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: 87,752 shares; 2024Q4: 97,757 shares; 2025Q1: 114,056 shares; 2025Q2: 121,322 shares; 2025Q3: 130,285 shares; 2025Q4: 129,514 shares; 2026Q1: 117,205 shares 117,205 $8.97M 0.11% -12,309 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: not reported; 2024Q4: 1,713 shares; 2025Q1: 1,312 shares; 2025Q2: 1,398 shares; 2025Q3: 1,491 shares; 2025Q4: 1,187 shares; 2026Q1: 16,307 shares 16,307 $8.95M 0.11% +15,120 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: 30,807 shares; 2024Q4: 51,090 shares; 2025Q1: 49,352 shares; 2025Q2: 48,477 shares; 2025Q3: 49,200 shares; 2025Q4: 49,558 shares; 2026Q1: 55,780 shares 55,780 $8.91M 0.11% +6,222 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: 95,013 shares; 2024Q4: 86,469 shares; 2025Q1: 159,268 shares; 2025Q2: 109,823 shares; 2025Q3: 105,061 shares; 2025Q4: 104,573 shares; 2026Q1: 91,225 shares 91,225 $8.71M 0.11% -13,348 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: 9,047 shares; 2024Q4: 11,214 shares; 2025Q1: 15,583 shares; 2025Q2: 13,534 shares; 2025Q3: 36,662 shares; 2025Q4: 23,444 shares; 2026Q1: 76,553 shares 76,553 $8.66M 0.11% +53,109 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: 104,177 shares; 2024Q4: 297,062 shares; 2025Q1: 294,631 shares; 2025Q2: 300,283 shares; 2025Q3: 302,070 shares; 2025Q4: 313,878 shares; 2026Q1: 324,890 shares 324,890 $8.65M 0.11% +11,012 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: not reported; 2025Q2: not reported; 2025Q3: 139,916 shares; 2025Q4: 136,156 shares; 2026Q1: 173,510 shares 173,510 $8.64M 0.11% +37,354 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,612 shares; 2024Q4: 4,757 shares; 2025Q1: 41,879 shares; 2025Q2: 39,239 shares; 2025Q3: 39,302 shares; 2025Q4: 38,578 shares; 2026Q1: 36,754 shares 36,754 $8.6M 0.11% -1,824 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,311 shares; 2024Q4: 69,525 shares; 2025Q1: 110,656 shares; 2025Q2: 126,875 shares; 2025Q3: 109,794 shares; 2025Q4: 124,558 shares; 2026Q1: 168,944 shares 168,944 $8.48M 0.11% +44,386 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: not reported; 2024Q4: not reported; 2025Q1: 3,334 shares; 2025Q2: 4,643 shares; 2025Q3: 68,014 shares; 2025Q4: 70,862 shares; 2026Q1: 86,838 shares 86,838 $8.44M 0.11% +15,976 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: 71,925 shares; 2024Q4: 72,456 shares; 2025Q1: 25,296 shares; 2025Q2: 24,666 shares; 2025Q3: 26,006 shares; 2025Q4: 25,998 shares; 2026Q1: 52,056 shares 52,056 $8.42M 0.11% +26,058 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS 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: 562,061 shares; 2026Q1: 590,262 shares 590,262 $8.41M 0.11% +28,201 Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,379,247 shares; 2025Q1: 2,379,247 shares; 2025Q2: 2,379,247 shares; 2025Q3: 2,379,247 shares; 2025Q4: 2,379,247 shares; 2026Q1: 2,380,247 shares 2,380,247 $8.4M 0.11% +1,000 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,867 shares; 2025Q4: 7,522 shares; 2026Q1: 9,556 shares 9,556 $8.35M 0.11% +2,034 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 161,968 shares; 2025Q4: 176,179 shares; 2026Q1: 177,416 shares 177,416 $8.31M 0.11% +1,237 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: 51,185 shares; 2024Q4: 57,668 shares; 2025Q1: 80,214 shares; 2025Q2: 86,489 shares; 2025Q3: 85,590 shares; 2025Q4: 84,934 shares; 2026Q1: 86,012 shares 86,012 $8.3M 0.11% +1,078 Timeline TSPY ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 322,894 shares; 2025Q4: 333,975 shares; 2026Q1: 353,539 shares 353,539 $8.28M 0.11% +19,564 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 612,496 shares; 2025Q1: 612,496 shares; 2025Q2: 612,496 shares; 2025Q3: 619,996 shares; 2025Q4: 612,865 shares; 2026Q1: 613,415 shares 613,415 $8.28M 0.11% +550 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,234 shares; 2025Q4: 37,656 shares; 2026Q1: 42,893 shares 42,893 $8.27M 0.11% +5,237 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: 41,323 shares; 2024Q4: 61,046 shares; 2025Q1: 70,302 shares; 2025Q2: 59,553 shares; 2025Q3: 110,629 shares; 2025Q4: 93,586 shares; 2026Q1: 89,501 shares 89,501 $8.21M 0.1% -4,085 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: 256,306 shares; 2024Q4: 275,835 shares; 2025Q1: 152,736 shares; 2025Q2: 171,657 shares; 2025Q3: 169,305 shares; 2025Q4: 168,086 shares; 2026Q1: 163,784 shares 163,784 $8.17M 0.1% -4,302 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,728 shares; 2024Q4: 5,672 shares; 2025Q1: 4,636 shares; 2025Q2: 9,800 shares; 2025Q3: 18,155 shares; 2025Q4: 40,662 shares; 2026Q1: 48,168 shares 48,168 $8.13M 0.1% +7,506 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,965 shares; 2024Q4: 74,896 shares; 2025Q1: 82,808 shares; 2025Q2: 81,803 shares; 2025Q3: 83,235 shares; 2025Q4: 89,782 shares; 2026Q1: 92,477 shares 92,477 $8.01M 0.1% +2,695 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: 10,786 shares; 2024Q4: 11,393 shares; 2025Q1: 11,642 shares; 2025Q2: 58,167 shares; 2025Q3: 60,327 shares; 2025Q4: 60,337 shares; 2026Q1: 67,435 shares 67,435 $8M 0.1% +7,098 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 370,020 shares; 2025Q4: 386,616 shares; 2026Q1: 391,225 shares 391,225 $7.99M 0.1% +4,609 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 349,590 shares; 2025Q4: 264,580 shares; 2026Q1: 207,803 shares 207,803 $7.98M 0.1% -56,777 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 718,511 shares; 2025Q2: 709,707 shares; 2025Q3: 360,560 shares; 2025Q4: 198,159 shares; 2026Q1: 156,551 shares 156,551 $7.96M 0.1% -41,608 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400,623 shares; 2025Q1: 405,842 shares; 2025Q2: 435,437 shares; 2025Q3: 429,681 shares; 2025Q4: 431,615 shares; 2026Q1: 458,802 shares 458,802 $7.95M 0.1% +27,187 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: 8,103 shares; 2024Q4: 15,914 shares; 2025Q1: 15,410 shares; 2025Q2: 17,671 shares; 2025Q3: 21,543 shares; 2025Q4: 21,293 shares; 2026Q1: 48,971 shares 48,971 $7.85M 0.1% +27,678 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,844 shares; 2025Q4: 34,437 shares; 2026Q1: 31,181 shares 31,181 $7.81M 0.1% -3,256 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: not reported; 2024Q4: 8,158 shares; 2025Q1: 67,043 shares; 2025Q2: 70,759 shares; 2025Q3: 72,715 shares; 2025Q4: 74,450 shares; 2026Q1: 73,632 shares 73,632 $7.81M 0.1% -818 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: 11,571 shares; 2024Q4: 15,522 shares; 2025Q1: 18,248 shares; 2025Q2: 60,681 shares; 2025Q3: 60,348 shares; 2025Q4: 58,526 shares; 2026Q1: 67,708 shares 67,708 $7.79M 0.1% +9,182 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 140,529 shares; 2025Q2: 154,934 shares; 2025Q3: 156,354 shares; 2025Q4: 160,041 shares; 2026Q1: 156,473 shares 156,473 $7.76M 0.1% -3,568 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 194,634 shares; 2025Q4: 177,705 shares; 2026Q1: 138,701 shares 138,701 $7.7M 0.1% -39,004 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 268,510 shares 268,510 $7.7M 0.1% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,165 shares; 2025Q1: 7,042 shares; 2025Q2: 7,905 shares; 2025Q3: 18,079 shares; 2025Q4: 31,414 shares; 2026Q1: 35,956 shares 35,956 $7.69M 0.1% +4,542 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS 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: 42,021 shares 42,021 $7.59M 0.1% new Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,915 shares; 2025Q2: 7,096 shares; 2025Q3: 48,204 shares; 2025Q4: 53,001 shares; 2026Q1: 56,725 shares 56,725 $7.52M 0.1% +3,724 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,002 shares; 2025Q4: 108,494 shares; 2026Q1: 275,776 shares 275,776 $7.49M 0.1% +167,282 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: 20,375 shares; 2024Q4: 29,742 shares; 2025Q1: 31,879 shares; 2025Q2: 30,310 shares; 2025Q3: 30,998 shares; 2025Q4: 30,322 shares; 2026Q1: 56,953 shares 56,953 $7.47M 0.1% +26,631 Timeline SCHB 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: 22,240 shares; 2024Q4: 95,993 shares; 2025Q1: 237,448 shares; 2025Q2: 421,032 shares; 2025Q3: 365,907 shares; 2025Q4: 360,345 shares; 2026Q1: 297,019 shares 297,019 $7.46M 0.09% -63,326 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: 19,814 shares; 2024Q4: 19,855 shares; 2025Q1: 22,341 shares; 2025Q2: 24,185 shares; 2025Q3: 24,535 shares; 2025Q4: 38,452 shares; 2026Q1: 38,193 shares 38,193 $7.41M 0.09% -259 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 319,433 shares; 2025Q1: 320,051 shares; 2025Q2: 461,001 shares; 2025Q3: 491,559 shares; 2025Q4: 535,710 shares; 2026Q1: 516,513 shares 516,513 $7.38M 0.09% -19,197 Timeline SIL 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: 80,857 shares; 2025Q1: 81,091 shares; 2025Q2: 80,552 shares; 2025Q3: 81,487 shares; 2025Q4: 81,687 shares; 2026Q1: 81,627 shares 81,627 $7.35M 0.09% -60 Timeline CDL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 109,339 shares; 2025Q2: 106,437 shares; 2025Q3: 105,852 shares; 2025Q4: 104,195 shares; 2026Q1: 98,539 shares 98,539 $7.34M 0.09% -5,656 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,603 shares; 2025Q4: 56,499 shares; 2026Q1: 78,238 shares 78,238 $7.33M 0.09% +21,739 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,409 shares; 2025Q4: 2,335 shares; 2026Q1: 49,575 shares 49,575 $7.31M 0.09% +47,240 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: 8,548 shares; 2024Q4: 10,566 shares; 2025Q1: 11,058 shares; 2025Q2: 13,829 shares; 2025Q3: 13,622 shares; 2025Q4: 15,418 shares; 2026Q1: 20,731 shares 20,731 $7.29M 0.09% +5,313 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 92,511 shares; 2025Q1: 94,495 shares; 2025Q2: 97,312 shares; 2025Q3: 98,196 shares; 2025Q4: 98,423 shares; 2026Q1: 95,523 shares 95,523 $7.26M 0.09% -2,900 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: 61,924 shares; 2024Q4: 63,407 shares; 2025Q1: 68,115 shares; 2025Q2: 65,183 shares; 2025Q3: 87,156 shares; 2025Q4: 85,866 shares; 2026Q1: 66,375 shares 66,375 $7.23M 0.09% -19,491 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: 8,218 shares; 2024Q4: 9,281 shares; 2025Q1: 9,320 shares; 2025Q2: 15,565 shares; 2025Q3: 20,022 shares; 2025Q4: 20,599 shares; 2026Q1: 25,382 shares 25,382 $7.21M 0.09% +4,783 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: 18,450 shares; 2024Q4: 26,110 shares; 2025Q1: 28,261 shares; 2025Q2: 38,484 shares; 2025Q3: 41,985 shares; 2025Q4: 41,332 shares; 2026Q1: 46,301 shares 46,301 $7.19M 0.09% +4,969 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 774 shares; 2025Q1: 815 shares; 2025Q2: 3,582 shares; 2025Q3: 32,296 shares; 2025Q4: 50,712 shares; 2026Q1: 57,384 shares 57,384 $7.16M 0.09% +6,672 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: 4,963 shares; 2024Q4: 14,429 shares; 2025Q1: 14,864 shares; 2025Q2: 16,892 shares; 2025Q3: 19,342 shares; 2025Q4: 22,593 shares; 2026Q1: 52,492 shares 52,492 $7.14M 0.09% +29,899 Timeline CFA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 83,172 shares; 2025Q2: 86,218 shares; 2025Q3: 78,824 shares; 2025Q4: 76,159 shares; 2026Q1: 77,963 shares 77,963 $7.13M 0.09% +1,804 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: 23,528 shares; 2024Q4: 24,729 shares; 2025Q1: 25,249 shares; 2025Q2: 16,616 shares; 2025Q3: 18,787 shares; 2025Q4: 20,970 shares; 2026Q1: 26,290 shares 26,290 $7.11M 0.09% +5,320 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,280 shares; 2025Q2: 61,367 shares; 2025Q3: 51,803 shares; 2025Q4: 48,217 shares; 2026Q1: 58,839 shares 58,839 $7.11M 0.09% +10,622 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: 49,418 shares; 2024Q4: 49,065 shares; 2025Q1: 47,764 shares; 2025Q2: 46,531 shares; 2025Q3: 46,704 shares; 2025Q4: 45,168 shares; 2026Q1: 42,501 shares 42,501 $6.99M 0.09% -2,667 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,785 shares; 2025Q3: 1,760 shares; 2025Q4: 1,736 shares; 2026Q1: 26,299 shares 26,299 $6.99M 0.09% +24,563 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: 8,965 shares; 2024Q4: 14,833 shares; 2025Q1: 12,664 shares; 2025Q2: 12,690 shares; 2025Q3: 8,268 shares; 2025Q4: 15,271 shares; 2026Q1: 65,274 shares 65,274 $6.95M 0.09% +50,003 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,601 shares; 2024Q4: 77,660 shares; 2025Q1: 78,687 shares; 2025Q2: 79,771 shares; 2025Q3: 85,483 shares; 2025Q4: 83,794 shares; 2026Q1: 87,595 shares 87,595 $6.94M 0.09% +3,801 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: 9,603 shares; 2024Q4: 9,938 shares; 2025Q1: 12,034 shares; 2025Q2: 18,563 shares; 2025Q3: 19,410 shares; 2025Q4: 20,147 shares; 2026Q1: 22,877 shares 22,877 $6.91M 0.09% +2,730 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 92,861 shares; 2025Q4: 114,961 shares; 2026Q1: 110,451 shares 110,451 $6.91M 0.09% -4,510 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 115,320 shares; 2025Q4: 131,439 shares; 2026Q1: 136,494 shares 136,494 $6.9M 0.09% +5,055 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 111,852 shares; 2025Q4: 111,143 shares; 2026Q1: 107,881 shares 107,881 $6.89M 0.09% -3,262 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 112,852 shares; 2025Q4: 121,248 shares; 2026Q1: 124,057 shares 124,057 $6.87M 0.09% +2,809 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,494 shares; 2024Q4: 147,227 shares; 2025Q1: 140,002 shares; 2025Q2: 145,753 shares; 2025Q3: 140,741 shares; 2025Q4: 138,510 shares; 2026Q1: 135,401 shares 135,401 $6.84M 0.09% -3,109 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,447 shares; 2025Q3: 3,064 shares; 2025Q4: not reported; 2026Q1: 72,986 shares 72,986 $6.84M 0.09% new Timeline GRPM 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: 51,805 shares; 2025Q4: 55,163 shares; 2026Q1: 57,731 shares 57,731 $6.83M 0.09% +2,568 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: 36,834 shares; 2024Q4: 36,841 shares; 2025Q1: 40,372 shares; 2025Q2: 46,641 shares; 2025Q3: 52,058 shares; 2025Q4: 49,141 shares; 2026Q1: 45,932 shares 45,932 $6.76M 0.09% -3,209 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: 73,375 shares; 2024Q4: 103,319 shares; 2025Q1: 136,283 shares; 2025Q2: 204,878 shares; 2025Q3: 152,155 shares; 2025Q4: 126,416 shares; 2026Q1: 136,589 shares 136,589 $6.74M 0.09% +10,173 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,036 shares; 2024Q4: 10,005 shares; 2025Q1: 13,671 shares; 2025Q2: 14,743 shares; 2025Q3: 25,841 shares; 2025Q4: 26,155 shares; 2026Q1: 28,517 shares 28,517 $6.74M 0.09% +2,362 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 104,101 shares; 2025Q4: 113,065 shares; 2026Q1: 200,721 shares 200,721 $6.7M 0.09% +87,656 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: 14,977 shares; 2024Q4: 30,159 shares; 2025Q1: 36,894 shares; 2025Q2: 63,936 shares; 2025Q3: 65,223 shares; 2025Q4: 65,778 shares; 2026Q1: 71,860 shares 71,860 $6.66M 0.08% +6,082 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 148,944 shares 148,944 $6.66M 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,524 shares; 2025Q3: 2,083 shares; 2025Q4: 2,635 shares; 2026Q1: 44,216 shares 44,216 $6.65M 0.08% +41,581 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,896 shares; 2024Q4: 43,642 shares; 2025Q1: 40,820 shares; 2025Q2: 35,890 shares; 2025Q3: 54,163 shares; 2025Q4: 56,497 shares; 2026Q1: 34,791 shares 34,791 $6.6M 0.08% -21,706 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: 11,601 shares; 2024Q4: 11,443 shares; 2025Q1: 11,324 shares; 2025Q2: 11,943 shares; 2025Q3: 11,721 shares; 2025Q4: 11,333 shares; 2026Q1: 15,419 shares 15,419 $6.56M 0.08% +4,086 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: 8,014 shares; 2024Q4: 8,981 shares; 2025Q1: 9,444 shares; 2025Q2: 10,047 shares; 2025Q3: 10,299 shares; 2025Q4: 10,229 shares; 2026Q1: 10,542 shares 10,542 $6.52M 0.08% +313 Timeline MLN 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: 470,845 shares; 2025Q4: 473,060 shares; 2026Q1: 373,730 shares 373,730 $6.52M 0.08% -99,330 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: 17,507 shares; 2024Q4: 18,470 shares; 2025Q1: 19,389 shares; 2025Q2: 20,710 shares; 2025Q3: 18,449 shares; 2025Q4: 18,168 shares; 2026Q1: 20,874 shares 20,874 $6.49M 0.08% +2,706 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: 20,696 shares; 2024Q4: 22,771 shares; 2025Q1: 35,793 shares; 2025Q2: 42,114 shares; 2025Q3: 52,957 shares; 2025Q4: 63,407 shares; 2026Q1: 89,313 shares 89,313 $6.42M 0.08% +25,906 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: 76,454 shares; 2024Q4: 83,530 shares; 2025Q1: 91,888 shares; 2025Q2: 95,470 shares; 2025Q3: 97,635 shares; 2025Q4: 64,417 shares; 2026Q1: 69,145 shares 69,145 $6.42M 0.08% +4,728 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,589 shares 10,589 $6.28M 0.08% new 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: 2,448 shares; 2024Q4: 2,831 shares; 2025Q1: 3,105 shares; 2025Q2: 3,162 shares; 2025Q3: 3,465 shares; 2025Q4: 3,538 shares; 2026Q1: 3,610 shares 3,610 $6.24M 0.08% +72 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,155 shares; 2025Q4: 91,927 shares; 2026Q1: 145,085 shares 145,085 $6.19M 0.08% +53,158 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: 92,144 shares; 2024Q4: 99,748 shares; 2025Q1: 79,175 shares; 2025Q2: 288,362 shares; 2025Q3: 72,735 shares; 2025Q4: 71,470 shares; 2026Q1: 83,986 shares 83,986 $6.18M 0.08% +12,516 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: 19,220 shares; 2024Q4: 18,699 shares; 2025Q1: 31,854 shares; 2025Q2: 16,532 shares; 2025Q3: 25,551 shares; 2025Q4: 18,170 shares; 2026Q1: 33,110 shares 33,110 $6.18M 0.08% +14,940 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,470 shares; 2024Q4: 81,659 shares; 2025Q1: 82,624 shares; 2025Q2: 84,486 shares; 2025Q3: 86,435 shares; 2025Q4: 87,620 shares; 2026Q1: 84,797 shares 84,797 $6.17M 0.08% -2,823 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,312 shares; 2025Q1: 38,004 shares; 2025Q2: 31,965 shares; 2025Q3: 32,393 shares; 2025Q4: 32,622 shares; 2026Q1: 35,656 shares 35,656 $6.13M 0.08% +3,034 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: 62,375 shares; 2024Q4: 192,900 shares; 2025Q1: 42,089 shares; 2025Q2: 188,606 shares; 2025Q3: 197,454 shares; 2025Q4: 201,351 shares; 2026Q1: 199,332 shares 199,332 $6.08M 0.08% -2,019 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,902 shares; 2024Q4: 41,564 shares; 2025Q1: 43,831 shares; 2025Q2: 45,438 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62,765 shares 62,765 $6.01M 0.08% new 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: 13,902 shares; 2025Q4: 21,799 shares; 2026Q1: 181,125 shares 181,125 $5.97M 0.08% +159,326 Timeline SCHQ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 82,135 shares; 2025Q4: 87,957 shares; 2026Q1: 189,078 shares 189,078 $5.94M 0.08% +101,121 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: 22,295 shares; 2024Q4: 27,245 shares; 2025Q1: 171,090 shares; 2025Q2: 121,814 shares; 2025Q3: 122,387 shares; 2025Q4: 118,793 shares; 2026Q1: 119,024 shares 119,024 $5.93M 0.08% +231 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: 2,712 shares; 2024Q4: 2,993 shares; 2025Q1: 9,414 shares; 2025Q2: 8,419 shares; 2025Q3: 8,280 shares; 2025Q4: 8,339 shares; 2026Q1: 8,479 shares 8,479 $5.92M 0.08% +140 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 850,862 shares; 2025Q4: 849,517 shares; 2026Q1: 850,056 shares 850,056 $5.91M 0.08% +539 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 103,205 shares; 2025Q4: 101,445 shares; 2026Q1: 102,210 shares 102,210 $5.9M 0.08% +765 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,520 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,601 shares; 2025Q3: 1,518 shares; 2025Q4: 1,449 shares; 2026Q1: 27,077 shares 27,077 $5.87M 0.07% +25,628 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,098,461 shares; 2025Q4: 1,067,180 shares; 2026Q1: 1,148,557 shares 1,148,557 $5.86M 0.07% +81,377 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: 31,454 shares; 2024Q4: 34,182 shares; 2025Q1: 39,799 shares; 2025Q2: 46,893 shares; 2025Q3: 51,876 shares; 2025Q4: 52,732 shares; 2026Q1: 56,779 shares 56,779 $5.81M 0.07% +4,047 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 194,000 shares; 2025Q4: 194,000 shares; 2026Q1: 193,900 shares 193,900 $5.76M 0.07% -100 Timeline TPH TRI POINTE HOMES INC More: the full row for TRI POINTE HOMES 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: 123,017 shares 123,017 $5.75M 0.07% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,828 shares 24,828 $5.73M 0.07% new Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,175 shares; 2024Q4: 5,175 shares; 2025Q1: 6,048 shares; 2025Q2: 5,983 shares; 2025Q3: 7,385 shares; 2025Q4: 7,371 shares; 2026Q1: 55,418 shares 55,418 $5.73M 0.07% +48,047 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,232 shares 52,232 $5.73M 0.07% new Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 64,291 shares; 2025Q2: 57,217 shares; 2025Q3: 56,387 shares; 2025Q4: 54,435 shares; 2026Q1: 42,609 shares 42,609 $5.68M 0.07% -11,826 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: 14,438 shares; 2024Q4: 16,689 shares; 2025Q1: 16,364 shares; 2025Q2: 12,984 shares; 2025Q3: 13,305 shares; 2025Q4: 12,707 shares; 2026Q1: 38,903 shares 38,903 $5.62M 0.07% +26,196 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: 29,668 shares; 2024Q4: 34,347 shares; 2025Q1: 29,694 shares; 2025Q2: 31,376 shares; 2025Q3: 26,447 shares; 2025Q4: 26,089 shares; 2026Q1: 24,830 shares 24,830 $5.61M 0.07% -1,259 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: 31,632 shares; 2024Q4: 142,400 shares; 2025Q1: 142,914 shares; 2025Q2: 144,608 shares; 2025Q3: 148,684 shares; 2025Q4: 153,175 shares; 2026Q1: 148,171 shares 148,171 $5.61M 0.07% -5,004 Timeline IQLT ISHARES 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: 124,835 shares; 2025Q4: 119,948 shares; 2026Q1: 120,674 shares 120,674 $5.58M 0.07% +726 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: 2,868 shares; 2024Q4: 3,032 shares; 2025Q1: 5,619 shares; 2025Q2: 6,975 shares; 2025Q3: 55,790 shares; 2025Q4: 67,762 shares; 2026Q1: 56,101 shares 56,101 $5.56M 0.07% -11,661 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,062 shares; 2025Q4: 51,153 shares; 2026Q1: 108,127 shares 108,127 $5.51M 0.07% +56,974 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: 2,229 shares; 2024Q4: 4,286 shares; 2025Q1: 10,007 shares; 2025Q2: 24,199 shares; 2025Q3: 26,244 shares; 2025Q4: 23,322 shares; 2026Q1: 24,872 shares 24,872 $5.44M 0.07% +1,550 Timeline GNR 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: 65,817 shares; 2024Q4: 66,548 shares; 2025Q1: 68,684 shares; 2025Q2: 77,595 shares; 2025Q3: 80,567 shares; 2025Q4: 80,865 shares; 2026Q1: 72,671 shares 72,671 $5.43M 0.07% -8,194 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: 10,741 shares; 2024Q4: 18,731 shares; 2025Q1: 18,274 shares; 2025Q2: 29,060 shares; 2025Q3: 30,662 shares; 2025Q4: 30,896 shares; 2026Q1: 32,213 shares 32,213 $5.37M 0.07% +1,317 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 112,288 shares; 2025Q4: 115,132 shares; 2026Q1: 114,144 shares 114,144 $5.37M 0.07% -988 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,236 shares; 2024Q4: 76,448 shares; 2025Q1: 93,180 shares; 2025Q2: 93,181 shares; 2025Q3: 93,180 shares; 2025Q4: 93,206 shares; 2026Q1: 81,531 shares 81,531 $5.3M 0.07% -11,675 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: 16,149 shares; 2024Q4: 14,233 shares; 2025Q1: 18,881 shares; 2025Q2: 77,699 shares; 2025Q3: 64,653 shares; 2025Q4: 72,151 shares; 2026Q1: 87,272 shares 87,272 $5.29M 0.07% +15,121 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: 15,509 shares; 2024Q4: 15,034 shares; 2025Q1: 16,364 shares; 2025Q2: 16,410 shares; 2025Q3: 17,117 shares; 2025Q4: 16,123 shares; 2026Q1: 16,154 shares 16,154 $5.28M 0.07% +31 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,276 shares; 2024Q4: 5,043 shares; 2025Q1: 6,943 shares; 2025Q2: 6,842 shares; 2025Q3: 6,648 shares; 2025Q4: 4,571 shares; 2026Q1: 11,877 shares 11,877 $5.28M 0.07% +7,306 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 135,582 shares; 2025Q4: 173,562 shares; 2026Q1: 216,965 shares 216,965 $5.27M 0.07% +43,403 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 130,589 shares; 2026Q1: 201,448 shares 201,448 $5.24M 0.07% +70,859 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,432 shares 52,432 $5.24M 0.07% new Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80,654 shares; 2025Q4: 76,549 shares; 2026Q1: 129,163 shares 129,163 $5.19M 0.07% +52,614 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,118 shares; 2024Q4: 7,951 shares; 2025Q1: 13,252 shares; 2025Q2: 15,941 shares; 2025Q3: 16,537 shares; 2025Q4: 18,641 shares; 2026Q1: 18,571 shares 18,571 $5.19M 0.07% -70 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,129 shares; 2025Q4: 66,320 shares; 2026Q1: 66,831 shares 66,831 $5.17M 0.07% +511 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: not reported; 2025Q3: 99,218 shares; 2025Q4: 99,174 shares; 2026Q1: 107,529 shares 107,529 $5.16M 0.07% +8,355 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: 112,221 shares; 2025Q4: 114,399 shares; 2026Q1: 111,676 shares 111,676 $5.16M 0.07% -2,723 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: 11,970 shares; 2024Q4: 37,145 shares; 2025Q1: 37,470 shares; 2025Q2: 50,791 shares; 2025Q3: 68,902 shares; 2025Q4: 74,580 shares; 2026Q1: 75,430 shares 75,430 $5.14M 0.07% +850 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: 49,953 shares; 2024Q4: 58,939 shares; 2025Q1: 65,838 shares; 2025Q2: 59,274 shares; 2025Q3: 57,271 shares; 2025Q4: 55,952 shares; 2026Q1: 50,003 shares 50,003 $5.13M 0.07% -5,949 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 214,305 shares; 2025Q4: 214,389 shares; 2026Q1: 215,989 shares 215,989 $5.11M 0.07% +1,600 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: not reported; 2024Q4: not reported; 2025Q1: 44,607 shares; 2025Q2: 61,968 shares; 2025Q3: 65,859 shares; 2025Q4: 65,079 shares; 2026Q1: 67,928 shares 67,928 $5.11M 0.07% +2,849 Timeline TDAQ ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,773 shares; 2026Q1: 216,655 shares 216,655 $5.1M 0.06% +174,882 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 216,358 shares; 2025Q4: 216,443 shares; 2026Q1: 217,799 shares 217,799 $5.1M 0.06% +1,356 Timeline FRO FRONTLINE PLC More: the full row for FRONTLINE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 145,142 shares; 2025Q1: 145,000 shares; 2025Q2: 145,000 shares; 2025Q3: 145,000 shares; 2025Q4: 145,000 shares; 2026Q1: 145,000 shares 145,000 $5.05M 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,531 shares; 2025Q4: 45,871 shares; 2026Q1: 99,830 shares 99,830 $5.05M 0.06% +53,959 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 211,934 shares; 2025Q4: 212,019 shares; 2026Q1: 213,709 shares 213,709 $5.05M 0.06% +1,690 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 85,082 shares 85,082 $5.05M 0.06% new Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,382 shares; 2024Q4: 6,887 shares; 2025Q1: 6,383 shares; 2025Q2: 6,383 shares; 2025Q3: 6,817 shares; 2025Q4: 6,817 shares; 2026Q1: 51,946 shares 51,946 $5.02M 0.06% +45,129 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 219,884 shares; 2025Q4: 219,946 shares; 2026Q1: 222,932 shares 222,932 $5.01M 0.06% +2,986 Timeline FBT 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: 2,393 shares; 2024Q4: 2,393 shares; 2025Q1: 7,659 shares; 2025Q2: 3,704 shares; 2025Q3: 2,634 shares; 2025Q4: 2,491 shares; 2026Q1: 24,795 shares 24,795 $4.98M 0.06% +22,304 Timeline GVAL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 106,289 shares; 2025Q4: 95,934 shares; 2026Q1: 149,759 shares 149,759 $4.97M 0.06% +53,825 Timeline FMB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 98,006 shares; 2025Q4: 99,428 shares; 2026Q1: 96,884 shares 96,884 $4.91M 0.06% -2,544 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: 7,260 shares; 2024Q4: 24,456 shares; 2025Q1: 20,821 shares; 2025Q2: 20,317 shares; 2025Q3: 16,964 shares; 2025Q4: 15,371 shares; 2026Q1: 14,890 shares 14,890 $4.91M 0.06% -481 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,621 shares; 2025Q2: 23,922 shares; 2025Q3: 43,051 shares; 2025Q4: 54,109 shares; 2026Q1: 127,406 shares 127,406 $4.87M 0.06% +73,297 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 187,609 shares; 2025Q4: 183,459 shares; 2026Q1: 190,743 shares 190,743 $4.87M 0.06% +7,284 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 151,170 shares 151,170 $4.86M 0.06% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,125 shares; 2024Q4: 1,347 shares; 2025Q1: 1,737 shares; 2025Q2: 1,798 shares; 2025Q3: 1,704 shares; 2025Q4: 1,729 shares; 2026Q1: 5,603 shares 5,603 $4.85M 0.06% +3,874 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: 28,677 shares; 2024Q4: 24,328 shares; 2025Q1: 10,386 shares; 2025Q2: 21,369 shares; 2025Q3: 30,165 shares; 2025Q4: 41,845 shares; 2026Q1: 32,898 shares 32,898 $4.82M 0.06% -8,947 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67,774 shares; 2025Q4: 66,624 shares; 2026Q1: 78,521 shares 78,521 $4.81M 0.06% +11,897 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,603 shares; 2024Q4: 33,050 shares; 2025Q1: 33,001 shares; 2025Q2: 31,847 shares; 2025Q3: 32,118 shares; 2025Q4: 34,512 shares; 2026Q1: 43,106 shares 43,106 $4.76M 0.06% +8,594 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,989 shares; 2024Q4: 9,650 shares; 2025Q1: 15,101 shares; 2025Q2: 50,324 shares; 2025Q3: 50,815 shares; 2025Q4: 50,842 shares; 2026Q1: 51,409 shares 51,409 $4.76M 0.06% +567 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: 4,953 shares; 2024Q4: 6,434 shares; 2025Q1: 8,367 shares; 2025Q2: 12,168 shares; 2025Q3: 12,093 shares; 2025Q4: 10,661 shares; 2026Q1: 20,677 shares 20,677 $4.75M 0.06% +10,016 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: 31,544 shares; 2024Q4: 78,145 shares; 2025Q1: 93,727 shares; 2025Q2: 119,499 shares; 2025Q3: 124,587 shares; 2025Q4: 141,107 shares; 2026Q1: 168,703 shares 168,703 $4.74M 0.06% +27,596 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,806 shares; 2024Q4: 6,839 shares; 2025Q1: 6,128 shares; 2025Q2: 5,306 shares; 2025Q3: 5,755 shares; 2025Q4: 5,501 shares; 2026Q1: 34,664 shares 34,664 $4.71M 0.06% +29,163 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: 4,243 shares; 2024Q4: 6,752 shares; 2025Q1: 6,924 shares; 2025Q2: 8,287 shares; 2025Q3: 8,339 shares; 2025Q4: 8,307 shares; 2026Q1: 8,332 shares 8,332 $4.71M 0.06% +25 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: 30,264 shares; 2024Q4: 37,493 shares; 2025Q1: 37,856 shares; 2025Q2: 57,332 shares; 2025Q3: 61,923 shares; 2025Q4: 62,743 shares; 2026Q1: 70,117 shares 70,117 $4.7M 0.06% +7,374 Timeline DXJ 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: 32,850 shares; 2025Q1: 224,707 shares; 2025Q2: 31,047 shares; 2025Q3: 25,453 shares; 2025Q4: 25,351 shares; 2026Q1: 29,641 shares 29,641 $4.7M 0.06% +4,290 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,675 shares; 2025Q1: 18,053 shares; 2025Q2: 17,612 shares; 2025Q3: 17,503 shares; 2025Q4: 16,568 shares; 2026Q1: 18,706 shares 18,706 $4.65M 0.06% +2,138 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: 20,258 shares; 2024Q4: 21,845 shares; 2025Q1: 25,473 shares; 2025Q2: 67,280 shares; 2025Q3: 84,172 shares; 2025Q4: 90,358 shares; 2026Q1: 90,575 shares 90,575 $4.6M 0.06% +217 Timeline MODL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 90,722 shares; 2025Q2: 90,581 shares; 2025Q3: 93,910 shares; 2025Q4: 90,834 shares; 2026Q1: 101,927 shares 101,927 $4.56M 0.06% +11,093 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 127,920 shares 127,920 $4.54M 0.06% new Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly 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: 96,840 shares 96,840 $4.52M 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87,180 shares; 2025Q4: 95,569 shares; 2026Q1: 87,899 shares 87,899 $4.52M 0.06% -7,670 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: 466 shares; 2024Q4: 455 shares; 2025Q1: 912 shares; 2025Q2: 605 shares; 2025Q3: 600 shares; 2025Q4: 579 shares; 2026Q1: 3,053 shares 3,053 $4.5M 0.06% +2,474 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 81,369 shares; 2025Q4: 81,671 shares; 2026Q1: 97,540 shares 97,540 $4.49M 0.06% +15,869 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: 3,950 shares; 2024Q4: 19,434 shares; 2025Q1: 20,893 shares; 2025Q2: 24,806 shares; 2025Q3: 27,373 shares; 2025Q4: 30,372 shares; 2026Q1: 32,149 shares 32,149 $4.48M 0.06% +1,777 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,562 shares; 2024Q4: 8,427 shares; 2025Q1: 8,200 shares; 2025Q2: 8,836 shares; 2025Q3: 14,462 shares; 2025Q4: 14,424 shares; 2026Q1: 9,662 shares 9,662 $4.45M 0.06% -4,762 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 95,833 shares; 2025Q4: 114,864 shares; 2026Q1: 133,997 shares 133,997 $4.44M 0.06% +19,133 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,372 shares; 2024Q4: 15,606 shares; 2025Q1: 19,831 shares; 2025Q2: 22,319 shares; 2025Q3: 32,208 shares; 2025Q4: 32,152 shares; 2026Q1: 34,377 shares 34,377 $4.43M 0.06% +2,225 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,007 shares; 2025Q4: 3,007 shares; 2026Q1: 67,642 shares 67,642 $4.42M 0.06% +64,635 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 219,042 shares; 2025Q4: 223,336 shares; 2026Q1: 224,376 shares 224,376 $4.4M 0.06% +1,040 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: 10,307 shares; 2024Q4: 10,120 shares; 2025Q1: 9,930 shares; 2025Q2: 10,649 shares; 2025Q3: 23,986 shares; 2025Q4: 39,616 shares; 2026Q1: 34,684 shares 34,684 $4.39M 0.06% -4,932 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: 29,996 shares; 2024Q4: 34,099 shares; 2025Q1: 35,835 shares; 2025Q2: 40,854 shares; 2025Q3: 54,022 shares; 2025Q4: 42,074 shares; 2026Q1: 45,082 shares 45,082 $4.34M 0.06% +3,008 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,846 shares; 2025Q4: 43,213 shares; 2026Q1: 49,016 shares 49,016 $4.31M 0.05% +5,803 Timeline STXK EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 114,072 shares; 2025Q4: 129,949 shares; 2026Q1: 128,642 shares 128,642 $4.29M 0.05% -1,307 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,624 shares; 2026Q1: 47,099 shares 47,099 $4.29M 0.05% +41,475 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI 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: 84,356 shares; 2025Q4: 90,619 shares; 2026Q1: 94,555 shares 94,555 $4.28M 0.05% +3,936 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 158,529 shares; 2025Q4: 173,508 shares; 2026Q1: 194,286 shares 194,286 $4.24M 0.05% +20,778 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,438 shares; 2025Q1: 12,312 shares; 2025Q2: 12,674 shares; 2025Q3: 13,164 shares; 2025Q4: 66,904 shares; 2026Q1: 66,438 shares 66,438 $4.23M 0.05% -466 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 120,664 shares 120,664 $4.23M 0.05% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,974 shares; 2024Q4: 12,463 shares; 2025Q1: 13,034 shares; 2025Q2: 13,403 shares; 2025Q3: 15,252 shares; 2025Q4: 14,821 shares; 2026Q1: 14,899 shares 14,899 $4.23M 0.05% +78 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: not reported; 2025Q2: 5,678 shares; 2025Q3: 6,867 shares; 2025Q4: 8,531 shares; 2026Q1: 59,564 shares 59,564 $4.22M 0.05% +51,033 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: 4,387 shares; 2024Q4: 6,821 shares; 2025Q1: 6,839 shares; 2025Q2: 6,827 shares; 2025Q3: 4,900 shares; 2025Q4: 4,858 shares; 2026Q1: 51,529 shares 51,529 $4.21M 0.05% +46,671 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: 8,129 shares; 2024Q4: 8,176 shares; 2025Q1: 8,643 shares; 2025Q2: 9,039 shares; 2025Q3: 9,342 shares; 2025Q4: 8,754 shares; 2026Q1: 8,409 shares 8,409 $4.17M 0.05% -345 Timeline HFSI HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 130,259 shares; 2025Q4: 114,838 shares; 2026Q1: 118,319 shares 118,319 $4.13M 0.05% +3,481 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: 5,213 shares; 2025Q1: 5,207 shares; 2025Q2: 5,076 shares; 2025Q3: 5,243 shares; 2025Q4: 5,158 shares; 2026Q1: 4,284 shares 4,284 $4.12M 0.05% -874 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,919 shares; 2025Q4: 44,878 shares; 2026Q1: 49,360 shares 49,360 $4.12M 0.05% +4,482 Timeline ICSH ISHARES 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: 90,954 shares; 2025Q4: 195,202 shares; 2026Q1: 81,266 shares 81,266 $4.11M 0.05% -113,936 Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251,000 shares; 2024Q4: 169,500 shares; 2025Q1: 161,000 shares; 2025Q2: 160,000 shares; 2025Q3: 160,052 shares; 2025Q4: 160,052 shares; 2026Q1: 145,062 shares 145,062 $4.11M 0.05% -14,990 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 319,886 shares 319,886 $4.09M 0.05% new Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,152 shares; 2025Q4: 31,499 shares; 2026Q1: 36,867 shares 36,867 $4.07M 0.05% +5,368 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: 5,252 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,500 shares; 2025Q3: 13,300 shares; 2025Q4: 13,463 shares; 2026Q1: 69,436 shares 69,436 $4.06M 0.05% +55,973 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN 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: 98,247 shares; 2025Q4: 98,145 shares; 2026Q1: 110,294 shares 110,294 $4.06M 0.05% +12,149 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly 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: 59,710 shares 59,710 $4.03M 0.05% new Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 120,760 shares; 2025Q4: 145,288 shares; 2026Q1: 162,375 shares 162,375 $4.03M 0.05% +17,087 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,630 shares; 2024Q4: 6,382 shares; 2025Q1: 6,309 shares; 2025Q2: 5,603 shares; 2025Q3: 4,464 shares; 2025Q4: 28,597 shares; 2026Q1: 31,510 shares 31,510 $4.02M 0.05% +2,913 Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,564 shares; 2025Q4: 35,547 shares; 2026Q1: 63,383 shares 63,383 $3.94M 0.05% +27,836 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,568 shares; 2024Q4: 93,977 shares; 2025Q1: 94,024 shares; 2025Q2: 94,024 shares; 2025Q3: 94,101 shares; 2025Q4: 94,301 shares; 2026Q1: 94,302 shares 94,302 $3.88M 0.05% +1 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,457 shares; 2025Q4: 22,847 shares; 2026Q1: 22,154 shares 22,154 $3.87M 0.05% -693 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,449 shares; 2025Q2: 10,777 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 109,802 shares 109,802 $3.86M 0.05% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,075 shares; 2025Q2: 9,513 shares; 2025Q3: 9,330 shares; 2025Q4: 10,105 shares; 2026Q1: 11,707 shares 11,707 $3.85M 0.05% +1,602 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,979 shares; 2025Q4: 18,987 shares; 2026Q1: 98,933 shares 98,933 $3.84M 0.05% +79,946 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,702 shares; 2026Q1: 64,794 shares 64,794 $3.84M 0.05% +54,092 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: 23,730 shares; 2024Q4: 28,007 shares; 2025Q1: 30,708 shares; 2025Q2: 27,303 shares; 2025Q3: 28,112 shares; 2025Q4: 28,647 shares; 2026Q1: 28,966 shares 28,966 $3.82M 0.05% +319 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,506 shares; 2026Q1: 14,106 shares 14,106 $3.82M 0.05% +12,600 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: 8,087 shares; 2024Q4: 19,094 shares; 2025Q1: 20,519 shares; 2025Q2: 21,756 shares; 2025Q3: 27,632 shares; 2025Q4: 28,165 shares; 2026Q1: 29,116 shares 29,116 $3.81M 0.05% +951 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 129,343 shares 129,343 $3.81M 0.05% new Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82,181 shares 82,181 $3.81M 0.05% new Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 145,053 shares; 2025Q1: 145,383 shares; 2025Q2: 150,290 shares; 2025Q3: 154,847 shares; 2025Q4: 154,708 shares; 2026Q1: 149,157 shares 149,157 $3.8M 0.05% -5,551 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 84,458 shares; 2025Q1: 84,458 shares; 2025Q2: 84,458 shares; 2025Q3: 84,812 shares; 2025Q4: 84,812 shares; 2026Q1: 84,812 shares 84,812 $3.8M 0.05% 0 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51,830 shares; 2025Q4: 66,251 shares; 2026Q1: 75,351 shares 75,351 $3.79M 0.05% +9,100 Timeline GEL GENESIS ENERGY L P More: the full row for GENESIS ENERGY L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 210,497 shares; 2025Q1: 210,497 shares; 2025Q2: 210,497 shares; 2025Q3: 210,497 shares; 2025Q4: 210,497 shares; 2026Q1: 210,497 shares 210,497 $3.75M 0.05% 0 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: 45,623 shares; 2024Q4: 277,540 shares; 2025Q1: 277,763 shares; 2025Q2: 260,520 shares; 2025Q3: 116,310 shares; 2025Q4: 50,599 shares; 2026Q1: 74,407 shares 74,407 $3.75M 0.05% +23,808 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60,647 shares; 2025Q4: 65,444 shares; 2026Q1: 79,180 shares 79,180 $3.73M 0.05% +13,736 Timeline FMHI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 73,191 shares; 2025Q4: 80,320 shares; 2026Q1: 78,380 shares 78,380 $3.73M 0.05% -1,940 Timeline MGF ABERDEEN GOVT MARKETS INCOME More: the full row for ABERDEEN GOVT MARKETS INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,778,753 shares; 2025Q3: 1,305,056 shares; 2025Q4: 1,362,236 shares; 2026Q1: 1,263,163 shares 1,263,163 $3.71M 0.05% -99,073 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: 4,597 shares; 2024Q4: 4,457 shares; 2025Q1: 4,863 shares; 2025Q2: 4,834 shares; 2025Q3: 4,126 shares; 2025Q4: 4,289 shares; 2026Q1: 4,129 shares 4,129 $3.7M 0.05% -160 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,729 shares 18,729 $3.69M 0.05% new Timeline PSI 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: 19,656 shares; 2025Q3: 19,771 shares; 2025Q4: 19,060 shares; 2026Q1: 39,089 shares 39,089 $3.69M 0.05% +20,029 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 78,727 shares 78,727 $3.69M 0.05% new Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,214 shares; 2026Q1: 14,194 shares 14,194 $3.65M 0.05% +12,980 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,501 shares; 2025Q2: 27,632 shares; 2025Q3: 29,039 shares; 2025Q4: 28,219 shares; 2026Q1: 37,705 shares 37,705 $3.65M 0.05% +9,486 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,711 shares; 2024Q4: 6,912 shares; 2025Q1: 6,390 shares; 2025Q2: 5,814 shares; 2025Q3: 5,809 shares; 2025Q4: 6,870 shares; 2026Q1: 8,733 shares 8,733 $3.64M 0.05% +1,863 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: 3,042 shares; 2024Q4: 3,037 shares; 2025Q1: 3,461 shares; 2025Q2: 49,333 shares; 2025Q3: 49,186 shares; 2025Q4: 43,961 shares; 2026Q1: 39,396 shares 39,396 $3.64M 0.05% -4,565 Timeline RWAY RUNWAY GROWTH FINANCE CORP More: the full row for RUNWAY GROWTH FINANCE 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: 422,426 shares; 2025Q4: 473,050 shares; 2026Q1: 527,991 shares 527,991 $3.63M 0.05% +54,941 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 93,492 shares; 2025Q4: 88,713 shares; 2026Q1: 80,749 shares 80,749 $3.62M 0.05% -7,964 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,369 shares; 2025Q3: 68,440 shares; 2025Q4: 73,671 shares; 2026Q1: 88,347 shares 88,347 $3.6M 0.05% +14,676 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55,476 shares; 2025Q1: 56,789 shares; 2025Q2: 55,722 shares; 2025Q3: 55,274 shares; 2025Q4: 54,669 shares; 2026Q1: 54,273 shares 54,273 $3.59M 0.05% -396 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: not reported; 2024Q4: 5,555 shares; 2025Q1: 5,528 shares; 2025Q2: 9,360 shares; 2025Q3: 9,110 shares; 2025Q4: 6,801 shares; 2026Q1: 48,119 shares 48,119 $3.58M 0.05% +41,318 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,589 shares; 2025Q2: 16,034 shares; 2025Q3: 16,402 shares; 2025Q4: 22,637 shares; 2026Q1: 74,014 shares 74,014 $3.58M 0.05% +51,377 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,527 shares; 2024Q4: 13,821 shares; 2025Q1: 13,929 shares; 2025Q2: 12,816 shares; 2025Q3: 47,817 shares; 2025Q4: 49,410 shares; 2026Q1: 50,849 shares 50,849 $3.57M 0.05% +1,439 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: 3,347 shares; 2024Q4: 3,585 shares; 2025Q1: 5,001 shares; 2025Q2: 5,657 shares; 2025Q3: 7,765 shares; 2025Q4: 5,430 shares; 2026Q1: 16,989 shares 16,989 $3.57M 0.05% +11,559 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: 31,607 shares; 2024Q4: 35,435 shares; 2025Q1: 34,598 shares; 2025Q2: 35,577 shares; 2025Q3: 38,034 shares; 2025Q4: 38,134 shares; 2026Q1: 37,879 shares 37,879 $3.56M 0.05% -255 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,101 shares; 2024Q4: 13,313 shares; 2025Q1: 17,689 shares; 2025Q2: 19,141 shares; 2025Q3: 4,751 shares; 2025Q4: 9,396 shares; 2026Q1: 32,454 shares 32,454 $3.54M 0.05% +23,058 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: 2,908 shares; 2024Q4: 3,153 shares; 2025Q1: 2,988 shares; 2025Q2: 2,678 shares; 2025Q3: 2,663 shares; 2025Q4: 2,705 shares; 2026Q1: 5,176 shares 5,176 $3.53M 0.04% +2,471 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: 10,652 shares; 2024Q4: 10,531 shares; 2025Q1: 10,589 shares; 2025Q2: 10,555 shares; 2025Q3: 10,723 shares; 2025Q4: 9,719 shares; 2026Q1: 11,098 shares 11,098 $3.53M 0.04% +1,379 Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 182,729 shares; 2025Q4: 172,025 shares; 2026Q1: 156,009 shares 156,009 $3.5M 0.04% -16,016 Timeline OPER ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,976 shares 34,976 $3.5M 0.04% new Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,808 shares; 2025Q1: 6,823 shares; 2025Q2: 7,096 shares; 2025Q3: 6,994 shares; 2025Q4: 6,984 shares; 2026Q1: 9,009 shares 9,009 $3.5M 0.04% +2,025 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,913 shares; 2024Q4: 23,983 shares; 2025Q1: 30,627 shares; 2025Q2: 27,029 shares; 2025Q3: 35,558 shares; 2025Q4: 34,384 shares; 2026Q1: 35,436 shares 35,436 $3.49M 0.04% +1,052 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 2,023 shares; 2025Q1: 2,077 shares; 2025Q2: 3,128 shares; 2025Q3: 2,446 shares; 2025Q4: 12,261 shares; 2026Q1: 33,271 shares 33,271 $3.48M 0.04% +21,010 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: 16,847 shares; 2024Q4: 19,349 shares; 2025Q1: 20,219 shares; 2025Q2: 19,124 shares; 2025Q3: 18,821 shares; 2025Q4: 18,083 shares; 2026Q1: 16,772 shares 16,772 $3.44M 0.04% -1,311 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,698 shares; 2025Q2: 57,035 shares; 2025Q3: 55,859 shares; 2025Q4: 56,875 shares; 2026Q1: 55,154 shares 55,154 $3.42M 0.04% -1,721 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 103,982 shares; 2025Q4: 101,091 shares; 2026Q1: 101,219 shares 101,219 $3.42M 0.04% +128 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: 16,804 shares; 2024Q4: 15,588 shares; 2025Q1: 15,653 shares; 2025Q2: 15,837 shares; 2025Q3: 16,082 shares; 2025Q4: 16,109 shares; 2026Q1: 16,607 shares 16,607 $3.42M 0.04% +498 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: 104,229 shares; 2024Q4: 105,644 shares; 2025Q1: 105,848 shares; 2025Q2: 104,371 shares; 2025Q3: 115,659 shares; 2025Q4: 111,445 shares; 2026Q1: 111,710 shares 111,710 $3.39M 0.04% +265 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 93,319 shares 93,319 $3.38M 0.04% new Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,403 shares; 2025Q4: 5,340 shares; 2026Q1: 4,638 shares 4,638 $3.38M 0.04% -702 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: 4,519 shares; 2024Q4: 4,863 shares; 2025Q1: 4,773 shares; 2025Q2: 4,901 shares; 2025Q3: 5,585 shares; 2025Q4: 5,201 shares; 2026Q1: 5,570 shares 5,570 $3.37M 0.04% +369 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: 48,620 shares; 2024Q4: 50,658 shares; 2025Q1: 51,151 shares; 2025Q2: 56,378 shares; 2025Q3: 56,811 shares; 2025Q4: 55,483 shares; 2026Q1: 56,949 shares 56,949 $3.35M 0.04% +1,466 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: 16,903 shares; 2024Q4: 17,154 shares; 2025Q1: 18,318 shares; 2025Q2: 18,041 shares; 2025Q3: 13,987 shares; 2025Q4: 13,652 shares; 2026Q1: 13,769 shares 13,769 $3.34M 0.04% +117 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,181 shares; 2025Q4: 32,666 shares; 2026Q1: 39,039 shares 39,039 $3.31M 0.04% +6,373 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,397 shares; 2025Q4: 54,823 shares; 2026Q1: 53,461 shares 53,461 $3.31M 0.04% -1,362 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 618 shares; 2024Q4: 545 shares; 2025Q1: 6,105 shares; 2025Q2: 5,739 shares; 2025Q3: 5,947 shares; 2025Q4: 5,949 shares; 2026Q1: 9,282 shares 9,282 $3.28M 0.04% +3,333 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,578 shares; 2025Q1: 10,998 shares; 2025Q2: 16,241 shares; 2025Q3: 16,195 shares; 2025Q4: 15,850 shares; 2026Q1: 16,093 shares 16,093 $3.27M 0.04% +243 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: not reported; 2025Q3: 129,845 shares; 2025Q4: 149,639 shares; 2026Q1: 146,029 shares 146,029 $3.26M 0.04% -3,610 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: 1,877 shares; 2024Q4: 1,923 shares; 2025Q1: 7,555 shares; 2025Q2: 6,321 shares; 2025Q3: 16,474 shares; 2025Q4: 16,624 shares; 2026Q1: 19,282 shares 19,282 $3.26M 0.04% +2,658 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,460 shares; 2025Q2: 14,437 shares; 2025Q3: 14,576 shares; 2025Q4: not reported; 2026Q1: 47,491 shares 47,491 $3.23M 0.04% new 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: 7,462 shares; 2024Q4: 7,743 shares; 2025Q1: 8,161 shares; 2025Q2: 8,669 shares; 2025Q3: 8,658 shares; 2025Q4: 8,512 shares; 2026Q1: 10,798 shares 10,798 $3.23M 0.04% +2,286 Timeline SMBS SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 106,267 shares; 2025Q4: 106,922 shares; 2026Q1: 124,597 shares 124,597 $3.18M 0.04% +17,675 Timeline IMTB ISHARES 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: 62,479 shares; 2025Q4: 61,370 shares; 2026Q1: 72,601 shares 72,601 $3.18M 0.04% +11,231 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,411 shares; 2025Q4: 29,560 shares; 2026Q1: 26,793 shares 26,793 $3.18M 0.04% -2,767 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: 32,557 shares; 2024Q4: 35,090 shares; 2025Q1: not reported; 2025Q2: 32,363 shares; 2025Q3: 32,554 shares; 2025Q4: 38,222 shares; 2026Q1: 37,819 shares 37,819 $3.16M 0.04% -403 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,834 shares; 2025Q2: 11,693 shares; 2025Q3: 13,298 shares; 2025Q4: 12,553 shares; 2026Q1: 12,601 shares 12,601 $3.16M 0.04% +48 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: 13,662 shares; 2024Q4: 14,926 shares; 2025Q1: 21,627 shares; 2025Q2: 20,646 shares; 2025Q3: 25,895 shares; 2025Q4: 29,351 shares; 2026Q1: 27,849 shares 27,849 $3.16M 0.04% -1,502 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: not reported; 2024Q4: 10,932 shares; 2025Q1: 16,536 shares; 2025Q2: 14,610 shares; 2025Q3: 20,015 shares; 2025Q4: 21,683 shares; 2026Q1: 22,813 shares 22,813 $3.16M 0.04% +1,130 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK 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: 277,209 shares; 2025Q4: 316,086 shares; 2026Q1: 369,935 shares 369,935 $3.15M 0.04% +53,849 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87,604 shares; 2025Q4: 85,746 shares; 2026Q1: 69,410 shares 69,410 $3.13M 0.04% -16,336 Timeline IBMR ISHARES 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: 151,640 shares; 2025Q4: 153,538 shares; 2026Q1: 122,731 shares 122,731 $3.11M 0.04% -30,807 Timeline SQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,431 shares 38,431 $3.09M 0.04% new 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: 9,328 shares; 2024Q4: 9,641 shares; 2025Q1: 24,578 shares; 2025Q2: 26,739 shares; 2025Q3: 27,488 shares; 2025Q4: 25,832 shares; 2026Q1: 27,736 shares 27,736 $3.07M 0.04% +1,904 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: 3,123 shares; 2024Q4: 6,666 shares; 2025Q1: 9,719 shares; 2025Q2: 7,843 shares; 2025Q3: 8,499 shares; 2025Q4: 8,653 shares; 2026Q1: 8,580 shares 8,580 $3.07M 0.04% -73 Timeline DBJP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,914 shares; 2025Q4: 28,841 shares; 2026Q1: 30,257 shares 30,257 $3.06M 0.04% +1,416 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 118,396 shares; 2025Q4: 113,828 shares; 2026Q1: 121,557 shares 121,557 $3.05M 0.04% +7,729 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: 48,847 shares; 2024Q4: 52,902 shares; 2025Q1: 55,188 shares; 2025Q2: 54,434 shares; 2025Q3: 51,300 shares; 2025Q4: 119,915 shares; 2026Q1: 68,892 shares 68,892 $3.04M 0.04% -51,023 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,472 shares; 2025Q3: 3,777 shares; 2025Q4: 2,098 shares; 2026Q1: 7,636 shares 7,636 $3.04M 0.04% +5,538 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: 14,561 shares; 2024Q4: 12,483 shares; 2025Q1: 12,653 shares; 2025Q2: 12,036 shares; 2025Q3: 11,669 shares; 2025Q4: 11,088 shares; 2026Q1: 9,468 shares 9,468 $3.04M 0.04% -1,620 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT 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: 2,537 shares; 2025Q3: 2,291 shares; 2025Q4: 3,583 shares; 2026Q1: 39,265 shares 39,265 $3.03M 0.04% +35,682 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,425 shares; 2025Q4: 4,355 shares; 2026Q1: 36,395 shares 36,395 $3.03M 0.04% +32,040 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,199 shares; 2024Q4: 7,469 shares; 2025Q1: 7,667 shares; 2025Q2: 7,781 shares; 2025Q3: 7,905 shares; 2025Q4: 12,967 shares; 2026Q1: 15,284 shares 15,284 $3.03M 0.04% +2,317 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,044 shares; 2025Q2: 12,162 shares; 2025Q3: 11,948 shares; 2025Q4: 10,546 shares; 2026Q1: 10,130 shares 10,130 $3.01M 0.04% -416 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,167 shares; 2024Q4: 112,631 shares; 2025Q1: 113,261 shares; 2025Q2: 115,687 shares; 2025Q3: 111,360 shares; 2025Q4: 112,858 shares; 2026Q1: 108,684 shares 108,684 $2.98M 0.04% -4,174 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,096 shares; 2025Q2: 6,733 shares; 2025Q3: 116,682 shares; 2025Q4: 116,758 shares; 2026Q1: 129,792 shares 129,792 $2.96M 0.04% +13,034 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,519 shares 39,519 $2.95M 0.04% new Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,505 shares; 2025Q2: 3,171 shares; 2025Q3: 13,554 shares; 2025Q4: 13,142 shares; 2026Q1: 11,051 shares 11,051 $2.95M 0.04% -2,091 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: 4,734 shares; 2024Q4: 30,838 shares; 2025Q1: 31,104 shares; 2025Q2: 31,195 shares; 2025Q3: 30,449 shares; 2025Q4: 30,598 shares; 2026Q1: 32,596 shares 32,596 $2.95M 0.04% +1,998 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,850 shares; 2024Q4: 68,267 shares; 2025Q1: 69,313 shares; 2025Q2: 97,822 shares; 2025Q3: 101,847 shares; 2025Q4: 100,591 shares; 2026Q1: 101,289 shares 101,289 $2.95M 0.04% +698 Timeline BBHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64,181 shares 64,181 $2.94M 0.04% new Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48,660 shares 48,660 $2.94M 0.04% new Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,554 shares; 2025Q1: 52,372 shares; 2025Q2: 52,993 shares; 2025Q3: 55,595 shares; 2025Q4: 56,181 shares; 2026Q1: 60,604 shares 60,604 $2.94M 0.04% +4,423 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,000 shares; 2024Q4: 18,208 shares; 2025Q1: 16,892 shares; 2025Q2: 9,579 shares; 2025Q3: 9,278 shares; 2025Q4: 9,006 shares; 2026Q1: 9,194 shares 9,194 $2.93M 0.04% +188 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,911 shares; 2024Q4: 3,696 shares; 2025Q1: 3,707 shares; 2025Q2: 3,775 shares; 2025Q3: 3,765 shares; 2025Q4: 3,676 shares; 2026Q1: 15,604 shares 15,604 $2.91M 0.04% +11,928 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,963 shares; 2025Q4: 23,918 shares; 2026Q1: 43,056 shares 43,056 $2.89M 0.04% +19,138 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,789 shares; 2024Q4: 19,628 shares; 2025Q1: 20,250 shares; 2025Q2: 36,558 shares; 2025Q3: 44,162 shares; 2025Q4: 42,446 shares; 2026Q1: 43,452 shares 43,452 $2.89M 0.04% +1,006 Timeline AVXL ANAVEX LIFE SCIENCES CORP More: the full row for ANAVEX LIFE SCIENCES 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: 222,978 shares; 2025Q3: 444,271 shares; 2025Q4: 903,392 shares; 2026Q1: 940,455 shares 940,455 $2.89M 0.04% +37,063 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,500 shares; 2025Q1: 37,500 shares; 2025Q2: 37,622 shares; 2025Q3: 37,622 shares; 2025Q4: 37,622 shares; 2026Q1: 37,769 shares 37,769 $2.88M 0.04% +147 Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 216,246 shares; 2025Q4: 223,951 shares; 2026Q1: 115,048 shares 115,048 $2.84M 0.04% -108,903 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS 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: 90,126 shares; 2026Q1: 85,393 shares 85,393 $2.84M 0.04% -4,733 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE 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: 302,682 shares; 2025Q4: 302,682 shares; 2026Q1: 302,804 shares 302,804 $2.83M 0.04% +122 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,768 shares; 2025Q2: 15,182 shares; 2025Q3: 12,776 shares; 2025Q4: 13,038 shares; 2026Q1: 18,555 shares 18,555 $2.83M 0.04% +5,517 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,741 shares; 2024Q4: 4,638 shares; 2025Q1: 5,251 shares; 2025Q2: 5,323 shares; 2025Q3: 5,294 shares; 2025Q4: 4,296 shares; 2026Q1: 11,610 shares 11,610 $2.82M 0.04% +7,314 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 129,465 shares; 2025Q4: 139,948 shares; 2026Q1: 134,319 shares 134,319 $2.82M 0.04% -5,629 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: 13,081 shares; 2024Q4: 20,330 shares; 2025Q1: 22,556 shares; 2025Q2: 22,844 shares; 2025Q3: 29,011 shares; 2025Q4: 30,683 shares; 2026Q1: 31,998 shares 31,998 $2.8M 0.04% +1,315 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,796 shares 14,796 $2.79M 0.04% new Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 78,876 shares; 2026Q1: 82,106 shares 82,106 $2.78M 0.04% +3,230 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,342 shares; 2025Q4: 21,166 shares; 2026Q1: 25,907 shares 25,907 $2.78M 0.04% +4,741 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,115 shares; 2024Q4: 16,072 shares; 2025Q1: 12,068 shares; 2025Q2: 18,124 shares; 2025Q3: 18,463 shares; 2025Q4: 18,458 shares; 2026Q1: 21,204 shares 21,204 $2.78M 0.04% +2,746 Timeline DX DYNEX CAP INC More: the full row for DYNEX CAP 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: 179,078 shares; 2025Q3: 210,145 shares; 2025Q4: 211,048 shares; 2026Q1: 213,964 shares 213,964 $2.77M 0.04% +2,916 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,455 shares; 2025Q4: 11,536 shares; 2026Q1: 38,823 shares 38,823 $2.76M 0.04% +27,287 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,906 shares; 2025Q4: 21,982 shares; 2026Q1: 29,258 shares 29,258 $2.76M 0.04% +7,276 Timeline IBMS ISHARES 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: 128,653 shares; 2025Q4: 125,285 shares; 2026Q1: 106,702 shares 106,702 $2.76M 0.04% -18,583 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: 21,232 shares; 2024Q4: 13,549 shares; 2025Q1: 14,170 shares; 2025Q2: 9,995 shares; 2025Q3: 19,805 shares; 2025Q4: 19,959 shares; 2026Q1: 20,753 shares 20,753 $2.74M 0.03% +794 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,869 shares; 2024Q4: 17,354 shares; 2025Q1: 10,062 shares; 2025Q2: 18,775 shares; 2025Q3: 20,850 shares; 2025Q4: 21,517 shares; 2026Q1: 56,982 shares 56,982 $2.74M 0.03% +35,465 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,860 shares; 2024Q4: 10,908 shares; 2025Q1: 10,916 shares; 2025Q2: 10,036 shares; 2025Q3: 10,066 shares; 2025Q4: 10,045 shares; 2026Q1: 9,737 shares 9,737 $2.74M 0.03% -308 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,199 shares; 2025Q4: 22,262 shares; 2026Q1: 53,416 shares 53,416 $2.69M 0.03% +31,154 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,537 shares; 2024Q4: 2,104 shares; 2025Q1: 2,778 shares; 2025Q2: 2,856 shares; 2025Q3: 2,852 shares; 2025Q4: 2,834 shares; 2026Q1: 10,070 shares 10,070 $2.69M 0.03% +7,236 Timeline IGF ISHARES 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: 24,014 shares; 2025Q4: 36,794 shares; 2026Q1: 39,984 shares 39,984 $2.68M 0.03% +3,190 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: 19,863 shares; 2024Q4: 19,741 shares; 2025Q1: 19,461 shares; 2025Q2: 18,575 shares; 2025Q3: 18,443 shares; 2025Q4: 17,905 shares; 2026Q1: 14,657 shares 14,657 $2.67M 0.03% -3,248 Timeline CHMI CHERRY HILL MTG INVT CORP More: the full row for CHERRY HILL MTG INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,202 shares; 2025Q3: 490,585 shares; 2025Q4: 1,010,876 shares; 2026Q1: 1,024,853 shares 1,024,853 $2.66M 0.03% +13,977 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: 13,347 shares; 2024Q4: 14,028 shares; 2025Q1: 13,894 shares; 2025Q2: 14,121 shares; 2025Q3: 11,381 shares; 2025Q4: 8,653 shares; 2026Q1: 13,428 shares 13,428 $2.66M 0.03% +4,775 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: 7,857 shares; 2024Q4: 13,424 shares; 2025Q1: 13,463 shares; 2025Q2: 9,462 shares; 2025Q3: 7,118 shares; 2025Q4: 9,003 shares; 2026Q1: 26,320 shares 26,320 $2.65M 0.03% +17,317 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,479 shares; 2025Q4: 11,361 shares; 2026Q1: 11,532 shares 11,532 $2.64M 0.03% +171 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,234 shares; 2025Q3: 66,789 shares; 2025Q4: 65,627 shares; 2026Q1: 65,721 shares 65,721 $2.64M 0.03% +94 Timeline