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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 89,607 shares 89,607 $18.2M 5.13% new Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 62,867 shares; 2025Q3: 206,123 shares; 2025Q4: 273,654 shares; 2026Q1: 237,650 shares 237,650 $12.2M 3.44% -36,004 Timeline RAVI FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 166,901 shares; 2025Q3: 150,567 shares; 2025Q4: 140,156 shares; 2026Q1: 151,270 shares 151,270 $11.4M 3.22% +11,114 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 13,892 shares; 2025Q3: 16,288 shares; 2025Q4: 15,617 shares; 2026Q1: 15,435 shares 15,435 $10M 2.83% -182 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 7,249 shares; 2025Q3: 16,042 shares; 2025Q4: 15,468 shares; 2026Q1: 16,272 shares 16,272 $9.72M 2.74% +804 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 44,005 shares; 2025Q3: 195,951 shares; 2025Q4: 192,354 shares; 2026Q1: 179,317 shares 179,317 $8.86M 2.5% -13,037 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 54,986 shares; 2025Q3: 49,755 shares; 2025Q4: 43,548 shares; 2026Q1: 44,777 shares 44,777 $7.81M 2.2% +1,229 Timeline TSEL TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 150,416 shares; 2025Q4: 257,936 shares; 2026Q1: 296,624 shares 296,624 $7.33M 2.07% +38,688 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 40,965 shares; 2025Q3: 231,622 shares; 2025Q4: 222,982 shares; 2026Q1: 257,109 shares 257,109 $7.24M 2.04% +34,127 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,358 shares; 2026Q1: 49,860 shares 49,860 $7.09M 2% -5,498 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 27,362 shares; 2025Q3: 26,194 shares; 2025Q4: 26,832 shares; 2026Q1: 26,025 shares 26,025 $6.58M 1.86% -807 Timeline SPVM 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90,263 shares 90,263 $6.22M 1.75% new Timeline HFGM TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,658 shares; 2026Q1: 173,126 shares 173,126 $5.55M 1.56% +140,468 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 87,881 shares; 2025Q3: 161,633 shares; 2025Q4: 169,616 shares; 2026Q1: 206,438 shares 206,438 $5.11M 1.44% +36,822 Timeline AUSF 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 41,145 shares; 2025Q3: 97,592 shares; 2025Q4: 101,090 shares; 2026Q1: 105,599 shares 105,599 $5.11M 1.44% +4,509 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 24,100 shares; 2025Q3: 98,133 shares; 2025Q4: 131,424 shares; 2026Q1: 76,635 shares 76,635 $4.76M 1.34% -54,789 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 19,370 shares; 2025Q3: 41,428 shares; 2025Q4: 40,469 shares; 2026Q1: 46,995 shares 46,995 $4.67M 1.32% +6,526 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 23,787 shares; 2025Q3: 20,009 shares; 2025Q4: 20,181 shares; 2026Q1: 21,876 shares 21,876 $4.56M 1.28% +1,695 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 12,130 shares; 2025Q3: 12,194 shares; 2025Q4: 11,439 shares; 2026Q1: 12,380 shares 12,380 $4.55M 1.28% +941 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 6,747 shares; 2025Q3: 6,943 shares; 2025Q4: 7,297 shares; 2026Q1: 7,489 shares 7,489 $4.28M 1.21% +192 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 17,868 shares; 2025Q3: 10,875 shares; 2025Q4: 8,415 shares; 2026Q1: 6,847 shares 6,847 $3.95M 1.11% -1,568 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,340 shares 23,340 $3.79M 1.07% new Timeline MGMT UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 7,684 shares; 2025Q3: 52,532 shares; 2025Q4: 61,569 shares; 2026Q1: 81,744 shares 81,744 $3.69M 1.04% +20,175 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 66,315 shares; 2025Q3: 153,951 shares; 2025Q4: 16,348 shares; 2026Q1: 58,198 shares 58,198 $3.64M 1.03% +41,850 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 168,301 shares; 2025Q3: 182,387 shares; 2025Q4: 175,842 shares; 2026Q1: 151,517 shares 151,517 $3.6M 1.01% -24,325 Timeline HUT HUT 8 CORP More: the full row for HUT 8 CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 65,876 shares; 2025Q3: 93,958 shares; 2025Q4: 80,481 shares; 2026Q1: 73,281 shares 73,281 $3.44M 0.97% -7,200 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 199,339 shares; 2025Q3: 128,794 shares; 2025Q4: 87,761 shares; 2026Q1: 80,071 shares 80,071 $3.08M 0.87% -7,690 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 33,327 shares; 2025Q3: 32,043 shares; 2025Q4: 31,774 shares; 2026Q1: 31,100 shares 31,100 $3.01M 0.85% -674 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 7,308 shares; 2025Q3: 7,196 shares; 2025Q4: 7,076 shares; 2026Q1: 8,121 shares 8,121 $3.01M 0.85% +1,045 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 11,045 shares; 2025Q3: 10,978 shares; 2025Q4: 22,854 shares; 2026Q1: 22,401 shares 22,401 $2.98M 0.84% -453 Timeline GDXJ 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 28,019 shares; 2025Q3: 25,084 shares; 2025Q4: 22,955 shares; 2026Q1: 24,416 shares 24,416 $2.93M 0.83% +1,461 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 182,831 shares; 2025Q3: 191,794 shares; 2025Q4: 203,290 shares; 2026Q1: 205,223 shares 205,223 $2.89M 0.81% +1,933 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 31,203 shares; 2025Q3: 92,442 shares; 2025Q4: 112,474 shares; 2026Q1: 123,031 shares 123,031 $2.86M 0.81% +10,557 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 6,649 shares; 2025Q3: 6,727 shares; 2025Q4: 6,738 shares; 2026Q1: 7,145 shares 7,145 $2.74M 0.77% +407 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 48,566 shares; 2025Q3: 46,259 shares; 2025Q4: 44,242 shares; 2026Q1: 45,083 shares 45,083 $2.72M 0.77% +841 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 34,569 shares; 2025Q3: 56,298 shares; 2025Q4: 38,233 shares; 2026Q1: 26,159 shares 26,159 $2.63M 0.74% -12,074 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,374 shares; 2025Q3: 4,795 shares; 2025Q4: 4,931 shares; 2026Q1: 5,125 shares 5,125 $2.46M 0.69% +194 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 8,537 shares; 2025Q3: 7,469 shares; 2025Q4: 6,139 shares; 2026Q1: 6,557 shares 6,557 $2.44M 0.69% +418 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 63,902 shares; 2025Q3: 67,055 shares; 2025Q4: 77,144 shares; 2026Q1: 82,108 shares 82,108 $2.39M 0.67% +4,964 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 24,583 shares; 2025Q3: 24,209 shares; 2025Q4: 24,576 shares; 2026Q1: 21,020 shares 21,020 $2.38M 0.67% -3,556 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 100,426 shares; 2025Q3: 75,367 shares; 2025Q4: 95,375 shares; 2026Q1: 90,968 shares 90,968 $2.25M 0.63% -4,407 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 6,602 shares; 2025Q3: 5,223 shares; 2025Q4: 6,614 shares; 2026Q1: 7,530 shares 7,530 $2.17M 0.61% +916 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 8,970 shares; 2025Q3: 11,435 shares; 2025Q4: 9,799 shares; 2026Q1: 9,993 shares 9,993 $2.14M 0.6% +194 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 12,612 shares; 2025Q3: 18,776 shares; 2025Q4: 18,145 shares; 2026Q1: 25,347 shares 25,347 $2.09M 0.59% +7,202 Timeline XMVM 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,633 shares 31,633 $2.06M 0.58% new Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 32,959 shares; 2025Q3: 30,703 shares; 2025Q4: 29,818 shares; 2026Q1: 30,318 shares 30,318 $1.91M 0.54% +500 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 50,261 shares; 2025Q3: 55,991 shares; 2025Q4: 63,036 shares; 2026Q1: 64,144 shares 64,144 $1.87M 0.53% +1,108 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 24,867 shares; 2025Q3: 23,672 shares; 2025Q4: 22,615 shares; 2026Q1: 24,450 shares 24,450 $1.87M 0.53% +1,835 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 9,687 shares; 2025Q3: 7,592 shares; 2025Q4: 6,547 shares; 2026Q1: 6,388 shares 6,388 $1.83M 0.52% -159 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,427 shares; 2025Q3: 5,231 shares; 2025Q4: 4,429 shares; 2026Q1: 4,264 shares 4,264 $1.82M 0.51% -165 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 40,303 shares; 2025Q3: 37,016 shares; 2025Q4: 34,948 shares; 2026Q1: 36,868 shares 36,868 $1.72M 0.49% +1,920 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 6,385 shares; 2025Q3: 6,797 shares; 2025Q4: 7,164 shares; 2026Q1: 6,895 shares 6,895 $1.72M 0.48% -269 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 17,896 shares; 2025Q3: 23,022 shares; 2025Q4: 17,423 shares; 2026Q1: 16,185 shares 16,185 $1.72M 0.48% -1,238 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 564 shares; 2025Q3: 767 shares; 2025Q4: 814 shares; 2026Q1: 886 shares 886 $1.7M 0.48% +72 Timeline HYHG 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 6,915 shares; 2025Q3: 16,425 shares; 2025Q4: 17,915 shares; 2026Q1: 25,186 shares 25,186 $1.6M 0.45% +7,271 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 9,416 shares; 2025Q3: 8,566 shares; 2025Q4: 6,521 shares; 2026Q1: 7,800 shares 7,800 $1.59M 0.45% +1,279 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 6,090 shares; 2025Q3: 7,575 shares; 2025Q4: 6,881 shares; 2026Q1: 10,747 shares 10,747 $1.57M 0.44% +3,866 Timeline DFGR 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 92,727 shares; 2025Q4: 57,426 shares; 2026Q1: 59,015 shares 59,015 $1.57M 0.44% +1,589 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 19,312 shares; 2025Q3: 18,917 shares; 2025Q4: 17,140 shares; 2026Q1: 21,255 shares 21,255 $1.52M 0.43% +4,115 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 586,123 shares; 2025Q3: 585,837 shares; 2025Q4: 578,837 shares; 2026Q1: 581,994 shares 581,994 $1.52M 0.43% +3,157 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 25,110 shares; 2025Q4: 76,066 shares; 2026Q1: 94,984 shares 94,984 $1.5M 0.42% +18,918 Timeline COWG 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 40,391 shares; 2025Q3: 40,723 shares; 2025Q4: 40,679 shares; 2026Q1: 42,779 shares 42,779 $1.44M 0.41% +2,100 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,486 shares; 2025Q3: 4,563 shares; 2025Q4: 4,912 shares; 2026Q1: 3,289 shares 3,289 $1.42M 0.4% -1,623 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 29,803 shares; 2025Q4: 27,128 shares; 2026Q1: 28,224 shares 28,224 $1.4M 0.4% +1,096 Timeline CEMB 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 22,674 shares; 2025Q3: 59,805 shares; 2025Q4: 58,774 shares; 2026Q1: 30,130 shares 30,130 $1.36M 0.38% -28,644 Timeline VET VERMILION ENERGY INC More: the full row for VERMILION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 98,835 shares; 2025Q3: 107,302 shares; 2025Q4: 104,543 shares; 2026Q1: 98,989 shares 98,989 $1.36M 0.38% -5,554 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 6,073 shares; 2025Q3: 5,631 shares; 2025Q4: 5,269 shares; 2026Q1: 5,642 shares 5,642 $1.34M 0.38% +373 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 131,203 shares; 2025Q3: 52,128 shares; 2025Q4: 32,232 shares; 2026Q1: 14,625 shares 14,625 $1.34M 0.38% -17,607 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 49,186 shares; 2025Q3: 47,136 shares; 2025Q4: 41,665 shares; 2026Q1: 44,680 shares 44,680 $1.33M 0.37% +3,015 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 33,542 shares; 2025Q3: 30,948 shares; 2025Q4: 31,047 shares; 2026Q1: 32,166 shares 32,166 $1.29M 0.36% +1,119 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,230 shares; 2025Q3: 1,281 shares; 2025Q4: 1,455 shares; 2026Q1: 1,445 shares 1,445 $1.26M 0.36% -10 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,634 shares; 2025Q3: 5,309 shares; 2025Q4: 4,454 shares; 2026Q1: 4,390 shares 4,390 $1.26M 0.36% -64 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 8,083 shares; 2025Q3: 8,376 shares; 2025Q4: 8,474 shares; 2026Q1: 8,414 shares 8,414 $1.22M 0.34% -60 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 34,603 shares; 2025Q3: 35,428 shares; 2025Q4: 41,273 shares; 2026Q1: 39,616 shares 39,616 $1.21M 0.34% -1,657 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 16,802 shares; 2025Q4: 16,802 shares; 2026Q1: 16,802 shares 16,802 $1.19M 0.34% 0 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 35,112 shares; 2025Q3: 36,659 shares; 2025Q4: 51,109 shares; 2026Q1: 51,980 shares 51,980 $1.17M 0.33% +871 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 5,398 shares; 2025Q3: 5,632 shares; 2025Q4: 5,347 shares; 2026Q1: 5,065 shares 5,065 $1.11M 0.31% -282 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 19,300 shares; 2025Q3: 20,669 shares; 2025Q4: 20,337 shares; 2026Q1: 19,874 shares 19,874 $1.1M 0.31% -463 Timeline FEPI 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 18,461 shares; 2025Q3: 27,185 shares; 2025Q4: 24,449 shares; 2026Q1: 26,145 shares 26,145 $1.04M 0.29% +1,696 Timeline QQH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 8,269 shares; 2025Q4: 13,726 shares; 2026Q1: 14,452 shares 14,452 $1.01M 0.28% +726 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 5,592 shares; 2025Q3: 4,981 shares; 2025Q4: 4,541 shares; 2026Q1: 4,616 shares 4,616 $975K 0.27% +75 Timeline NNDM NANO DIMENSION LTD More: the full row for NANO DIMENSION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 688,501 shares; 2025Q3: 623,778 shares; 2025Q4: 601,408 shares; 2026Q1: 570,190 shares 570,190 $969K 0.27% -31,218 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 9,996 shares; 2025Q3: 10,136 shares; 2025Q4: 11,852 shares; 2026Q1: 11,594 shares 11,594 $969K 0.27% -258 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 23,338 shares; 2025Q3: 22,758 shares; 2025Q4: 23,046 shares; 2026Q1: 25,403 shares 25,403 $961K 0.27% +2,357 Timeline DVQQ WEBS ETF TR More: the full row for WEBS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 22,957 shares; 2025Q4: 38,886 shares; 2026Q1: 38,744 shares 38,744 $960K 0.27% -142 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 5,489 shares; 2025Q3: 4,601 shares; 2025Q4: 2,897 shares; 2026Q1: 3,830 shares 3,830 $960K 0.27% +933 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,165 shares; 2025Q3: 826 shares; 2025Q4: 8,330 shares; 2026Q1: 9,832 shares 9,832 $945K 0.27% +1,502 Timeline UGA UNITED STS GASOLINE FD LP More: the full row for UNITED STS GASOLINE FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 32,675 shares; 2025Q3: 16,499 shares; 2025Q4: 11,514 shares; 2026Q1: 8,938 shares 8,938 $924K 0.26% -2,576 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 5,795 shares; 2025Q3: 5,563 shares; 2025Q4: 5,368 shares; 2026Q1: 5,073 shares 5,073 $920K 0.26% -295 Timeline URNJ SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 32,760 shares; 2025Q3: 31,210 shares; 2025Q4: 27,460 shares; 2026Q1: 31,195 shares 31,195 $914K 0.26% +3,735 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 16,161 shares; 2025Q3: 16,672 shares; 2025Q4: 16,788 shares; 2026Q1: 15,790 shares 15,790 $895K 0.25% -998 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 9,206 shares; 2025Q3: 16,254 shares; 2025Q4: 30,141 shares; 2026Q1: 34,836 shares 34,836 $893K 0.25% +4,695 Timeline FCG 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 19,860 shares; 2025Q3: 19,385 shares; 2025Q4: 20,510 shares; 2026Q1: 28,112 shares 28,112 $891K 0.25% +7,602 Timeline SVOL SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 98,902 shares; 2025Q3: 114,997 shares; 2025Q4: 60,585 shares; 2026Q1: 57,857 shares 57,857 $888K 0.25% -2,728 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 951 shares; 2025Q3: 928 shares; 2025Q4: 818 shares; 2026Q1: 876 shares 876 $873K 0.25% +58 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 9,992 shares; 2025Q3: 12,772 shares; 2025Q4: 9,254 shares; 2026Q1: 9,096 shares 9,096 $871K 0.25% -158 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 14,228 shares; 2025Q3: 24,790 shares; 2025Q4: 22,480 shares; 2026Q1: 22,227 shares 22,227 $870K 0.25% -253 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 124,747 shares; 2025Q3: 28,982 shares; 2025Q4: 29,017 shares; 2026Q1: 24,364 shares 24,364 $865K 0.24% -4,653 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,889 shares; 2025Q3: 4,653 shares; 2025Q4: 7,860 shares; 2026Q1: 9,091 shares 9,091 $854K 0.24% +1,231 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,744 shares; 2025Q3: 3,082 shares; 2025Q4: 2,296 shares; 2026Q1: 2,475 shares 2,475 $836K 0.24% +179 Timeline HFEQ TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,522 shares; 2026Q1: 39,317 shares 39,317 $829K 0.23% +9,795 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,641 shares; 2025Q3: 3,761 shares; 2025Q4: 3,101 shares; 2026Q1: 3,112 shares 3,112 $815K 0.23% +11 Timeline AESI ATLAS ENERGY SOLUTIONS INC More: the full row for ATLAS ENERGY SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 15,883 shares; 2025Q3: 27,973 shares; 2025Q4: 30,718 shares; 2026Q1: 60,932 shares 60,932 $799K 0.23% +30,214 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 65,243 shares; 2025Q3: 47,643 shares; 2025Q4: 42,633 shares; 2026Q1: 42,433 shares 42,433 $791K 0.22% -200 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,180 shares; 2025Q3: 3,340 shares; 2025Q4: 3,197 shares; 2026Q1: 3,641 shares 3,641 $778K 0.22% +444 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 14,120 shares; 2025Q3: 20,660 shares; 2025Q4: 17,140 shares; 2026Q1: 17,936 shares 17,936 $763K 0.22% +796 Timeline SOC SABLE OFFSHORE CORP More: the full row for SABLE OFFSHORE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,270 shares 45,270 $748K 0.21% new Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 20,115 shares; 2025Q3: 18,652 shares; 2025Q4: 24,723 shares; 2026Q1: 16,200 shares 16,200 $747K 0.21% -8,523 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,477 shares; 2025Q3: 2,622 shares; 2025Q4: 2,542 shares; 2026Q1: 2,515 shares 2,515 $740K 0.21% -27 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,075 shares; 2025Q3: 1,142 shares; 2025Q4: 2,225 shares; 2026Q1: 2,181 shares 2,181 $737K 0.21% -44 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 654 shares; 2025Q3: 729 shares; 2025Q4: 666 shares; 2026Q1: 868 shares 868 $734K 0.21% +202 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,300 shares; 2026Q1: 17,125 shares 17,125 $714K 0.2% +9,825 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 15,257 shares; 2025Q3: 17,416 shares; 2025Q4: 14,661 shares; 2026Q1: 14,417 shares 14,417 $712K 0.2% -244 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,033 shares; 2025Q3: 1,750 shares; 2025Q4: 2,353 shares; 2026Q1: 2,317 shares 2,317 $700K 0.2% -36 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 20,854 shares; 2025Q3: 19,787 shares; 2025Q4: 22,109 shares; 2026Q1: 23,768 shares 23,768 $691K 0.19% +1,659 Timeline QDVO 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,749 shares 25,749 $686K 0.19% new Timeline QRMI 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 34,434 shares; 2025Q3: 47,723 shares; 2025Q4: 40,662 shares; 2026Q1: 43,396 shares 43,396 $653K 0.18% +2,734 Timeline XRPI VOLATILITY SHS TR More: the full row for VOLATILITY SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 94,338 shares; 2025Q4: 120,175 shares; 2026Q1: 81,242 shares 81,242 $616K 0.17% -38,933 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,012 shares; 2025Q3: 2,980 shares; 2025Q4: 3,050 shares; 2026Q1: 3,688 shares 3,688 $607K 0.17% +638 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 15,971 shares; 2025Q3: 10,715 shares; 2025Q4: 7,729 shares; 2026Q1: 8,157 shares 8,157 $601K 0.17% +428 Timeline DYLG 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 8,634 shares; 2025Q3: 24,829 shares; 2025Q4: 22,456 shares; 2026Q1: 23,259 shares 23,259 $593K 0.17% +803 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 8,267 shares; 2025Q3: 7,889 shares; 2025Q4: 7,641 shares; 2026Q1: 7,367 shares 7,367 $586K 0.17% -274 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,895 shares; 2025Q3: 2,988 shares; 2025Q4: 3,264 shares; 2026Q1: 2,698 shares 2,698 $586K 0.17% -566 Timeline HFMF TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,430 shares; 2026Q1: 24,971 shares 24,971 $580K 0.16% +3,541 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 7,528 shares; 2025Q3: 7,574 shares; 2025Q4: 6,972 shares; 2026Q1: 6,187 shares 6,187 $573K 0.16% -785 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 6,521 shares; 2025Q3: 6,471 shares; 2025Q4: 7,751 shares; 2026Q1: 9,724 shares 9,724 $572K 0.16% +1,973 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,350 shares; 2025Q3: 1,328 shares; 2025Q4: 1,357 shares; 2026Q1: 1,823 shares 1,823 $564K 0.16% +466 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 12,275 shares; 2025Q3: 12,250 shares; 2025Q4: 14,575 shares; 2026Q1: 11,300 shares 11,300 $558K 0.16% -3,275 Timeline METU 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,875 shares; 2026Q1: 24,875 shares 24,875 $557K 0.16% +10,000 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 7,147 shares; 2025Q3: 7,729 shares; 2025Q4: 8,019 shares; 2026Q1: 9,076 shares 9,076 $555K 0.16% +1,057 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 849 shares; 2025Q3: 740 shares; 2025Q4: 546 shares; 2026Q1: 599 shares 599 $551K 0.16% +53 Timeline XRMI 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 25,489 shares; 2025Q3: 31,067 shares; 2025Q4: 26,515 shares; 2026Q1: 31,894 shares 31,894 $539K 0.15% +5,379 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,426 shares; 2025Q3: 4,304 shares; 2025Q4: 3,133 shares; 2026Q1: 2,913 shares 2,913 $537K 0.15% -220 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,867 shares; 2025Q3: 1,623 shares; 2025Q4: 2,173 shares; 2026Q1: 1,604 shares 1,604 $528K 0.15% -569 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 5,954 shares; 2025Q3: 5,954 shares; 2025Q4: 5,767 shares; 2026Q1: 5,767 shares 5,767 $508K 0.14% 0 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 6,000 shares; 2025Q3: 5,500 shares; 2025Q4: 5,150 shares; 2026Q1: 4,800 shares 4,800 $507K 0.14% -350 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,203 shares; 2025Q3: 2,089 shares; 2025Q4: 2,093 shares; 2026Q1: 2,070 shares 2,070 $503K 0.14% -23 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 6,256 shares; 2025Q3: 9,587 shares; 2025Q4: 7,197 shares; 2026Q1: 6,659 shares 6,659 $500K 0.14% -538 Timeline FTQI 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 22,329 shares; 2025Q3: 26,472 shares; 2025Q4: 24,398 shares; 2026Q1: 25,094 shares 25,094 $500K 0.14% +696 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 11,891 shares; 2025Q3: 11,799 shares; 2025Q4: 7,475 shares; 2026Q1: 6,315 shares 6,315 $499K 0.14% -1,160 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 9,038 shares; 2025Q3: 7,465 shares; 2025Q4: 7,775 shares; 2026Q1: 7,726 shares 7,726 $496K 0.14% -49 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,431 shares 16,431 $493K 0.14% new Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,859 shares; 2025Q3: 4,926 shares; 2025Q4: 4,916 shares; 2026Q1: 3,562 shares 3,562 $493K 0.14% -1,354 Timeline FNDX 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,830 shares; 2026Q1: 17,498 shares 17,498 $487K 0.14% +1,668 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 6,949 shares; 2025Q3: 6,864 shares; 2025Q4: 6,864 shares; 2026Q1: 6,839 shares 6,839 $480K 0.14% -25 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 44,530 shares; 2025Q4: 52,056 shares; 2026Q1: 13,310 shares 13,310 $475K 0.13% -38,746 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 19,357 shares; 2025Q3: 24,630 shares; 2025Q4: 22,280 shares; 2026Q1: 23,177 shares 23,177 $473K 0.13% +897 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 5,742 shares; 2025Q3: 5,983 shares; 2025Q4: 11,518 shares; 2026Q1: 9,280 shares 9,280 $470K 0.13% -2,238 Timeline GLDI CREDIT SUISSE NASSAU BRANC More: the full row for CREDIT SUISSE NASSAU BRANC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,820 shares; 2026Q1: 2,827 shares 2,827 $469K 0.13% +7 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 142,768 shares; 2025Q3: 41,208 shares; 2025Q4: 8,998 shares; 2026Q1: 6,669 shares 6,669 $454K 0.13% -2,329 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,110 shares; 2025Q3: 1,118 shares; 2025Q4: 1,495 shares; 2026Q1: 1,500 shares 1,500 $453K 0.13% +5 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,600 shares; 2025Q3: 4,600 shares; 2025Q4: 4,600 shares; 2026Q1: 4,600 shares 4,600 $450K 0.13% 0 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,283 shares; 2026Q1: 1,299 shares 1,299 $444K 0.13% +16 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 15,356 shares; 2025Q3: 17,015 shares; 2025Q4: 17,765 shares; 2026Q1: 18,249 shares 18,249 $443K 0.12% +484 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,500 shares; 2026Q1: 2,000 shares 2,000 $438K 0.12% +500 Timeline LONZ 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 5,824 shares; 2025Q3: 8,311 shares; 2025Q4: 6,920 shares; 2026Q1: 8,797 shares 8,797 $434K 0.12% +1,877 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 8,139 shares; 2025Q4: 5,561 shares; 2026Q1: 5,581 shares 5,581 $432K 0.12% +20 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 24,179 shares; 2025Q3: 19,230 shares; 2025Q4: 19,267 shares; 2026Q1: 8,409 shares 8,409 $419K 0.12% -10,858 Timeline QQWZ 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,895 shares 15,895 $418K 0.12% new 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,616 shares; 2025Q3: 4,678 shares; 2025Q4: 4,483 shares; 2026Q1: 4,483 shares 4,483 $416K 0.12% 0 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,874 shares 12,874 $415K 0.12% new 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,663 shares; 2025Q3: 4,809 shares; 2025Q4: 4,706 shares; 2026Q1: 4,669 shares 4,669 $414K 0.12% -37 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 11,321 shares; 2025Q3: 16,577 shares; 2025Q4: 14,716 shares; 2026Q1: 17,943 shares 17,943 $414K 0.12% +3,227 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 6,069 shares; 2025Q3: 5,655 shares; 2025Q4: 6,364 shares; 2026Q1: 5,894 shares 5,894 $411K 0.12% -470 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,379 shares; 2025Q3: 4,394 shares; 2025Q4: 3,769 shares; 2026Q1: 3,846 shares 3,846 $410K 0.12% +77 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 3,826 shares; 2025Q4: 3,498 shares; 2026Q1: 3,458 shares 3,458 $410K 0.12% -40 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,190 shares; 2025Q3: 4,190 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares 4,500 $407K 0.11% 0 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 996 shares; 2025Q3: 1,278 shares; 2025Q4: 917 shares; 2026Q1: 621 shares 621 $406K 0.11% -296 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 9,747 shares; 2025Q3: 9,347 shares; 2025Q4: 8,347 shares; 2026Q1: 8,347 shares 8,347 $404K 0.11% 0 Timeline NIQ NIQ GLOBAL INTELLIGENCE PLC More: the full row for NIQ GLOBAL INTELLIGENCE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,178 shares; 2026Q1: 35,059 shares 35,059 $399K 0.11% +24,881 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,502 shares; 2025Q3: 4,794 shares; 2025Q4: 4,100 shares; 2026Q1: 4,180 shares 4,180 $397K 0.11% +80 Timeline POWI POWER INTEGRATIONS INC More: the full row for POWER INTEGRATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,680 shares 7,680 $393K 0.11% new 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 720 shares; 2025Q3: 471 shares; 2025Q4: 513 shares; 2026Q1: 785 shares 785 $392K 0.11% +272 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 456 shares; 2025Q4: 396 shares; 2026Q1: 535 shares 535 $379K 0.11% +139 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,550 shares 4,550 $378K 0.11% new 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,576 shares; 2025Q3: 1,864 shares; 2025Q4: 1,855 shares; 2026Q1: 1,899 shares 1,899 $373K 0.11% +44 Timeline THYF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,547 shares; 2026Q1: 7,285 shares 7,285 $372K 0.1% -262 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 43,822 shares; 2025Q3: 8,139 shares; 2025Q4: not reported; 2026Q1: 4,262 shares 4,262 $369K 0.1% new Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,485 shares; 2025Q3: 3,465 shares; 2025Q4: 3,495 shares; 2026Q1: 3,569 shares 3,569 $368K 0.1% +74 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,673 shares 2,673 $363K 0.1% new Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,899 shares; 2025Q3: 4,679 shares; 2025Q4: 7,152 shares; 2026Q1: 8,749 shares 8,749 $354K 0.1% +1,597 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,856 shares 12,856 $353K 0.1% new 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 293 shares; 2026Q1: 265 shares 265 $350K 0.1% -28 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 13,011 shares; 2025Q3: 13,218 shares; 2025Q4: 13,194 shares; 2026Q1: 11,287 shares 11,287 $347K 0.1% -1,907 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 12,352 shares; 2025Q3: 15,956 shares; 2025Q4: 13,952 shares; 2026Q1: 13,511 shares 13,511 $347K 0.1% -441 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,145 shares 5,145 $339K 0.1% new Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,742 shares 5,742 $339K 0.1% new Timeline VC VISTEON CORP More: the full row for VISTEON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,714 shares 3,714 $338K 0.1% new Timeline MAGN MAGNERA CORP More: the full row for MAGNERA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 18,166 shares; 2025Q3: 34,778 shares; 2025Q4: 30,469 shares; 2026Q1: 34,895 shares 34,895 $332K 0.09% +4,426 Timeline KALU KAISER ALUMINIUM CORPORATION More: the full row for KAISER ALUMINIUM CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,744 shares 2,744 $331K 0.09% new 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,266 shares; 2026Q1: 17,054 shares 17,054 $329K 0.09% +1,788 Timeline MDST ULTIMUS MANAGERS TR More: the full row for ULTIMUS MANAGERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 11,784 shares; 2025Q4: 11,134 shares; 2026Q1: 11,454 shares 11,454 $328K 0.09% +320 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 13,201 shares; 2025Q3: 12,651 shares; 2025Q4: 12,551 shares; 2026Q1: 12,552 shares 12,552 $325K 0.09% +1 Timeline GOLD GOLD COM INC More: the full row for GOLD COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,076 shares 8,076 $324K 0.09% new Timeline PFRL 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 5,684 shares; 2025Q3: 7,658 shares; 2025Q4: 6,761 shares; 2026Q1: 6,621 shares 6,621 $322K 0.09% -140 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 13,431 shares; 2025Q3: 17,009 shares; 2025Q4: 15,081 shares; 2026Q1: 15,630 shares 15,630 $318K 0.09% +549 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 6,368 shares; 2025Q3: 8,598 shares; 2025Q4: 7,533 shares; 2026Q1: 7,913 shares 7,913 $317K 0.09% +380 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 5,118 shares; 2025Q4: 5,428 shares; 2026Q1: 6,938 shares 6,938 $316K 0.09% +1,510 Timeline ATKR ATKORE INC More: the full row for ATKORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,333 shares 5,333 $314K 0.09% new 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,105 shares; 2025Q3: 1,144 shares; 2025Q4: 1,145 shares; 2026Q1: 667 shares 667 $309K 0.09% -478 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,821 shares; 2026Q1: 2,684 shares 2,684 $309K 0.09% +863 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,136 shares; 2025Q3: 3,358 shares; 2025Q4: 2,776 shares; 2026Q1: 2,388 shares 2,388 $308K 0.09% -388 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,003 shares; 2025Q3: 3,678 shares; 2025Q4: 3,589 shares; 2026Q1: 3,513 shares 3,513 $304K 0.09% -76 Timeline BRLN 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 6,354 shares; 2025Q4: 5,282 shares; 2026Q1: 5,986 shares 5,986 $304K 0.09% +704 Timeline WTPI 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 8,818 shares; 2025Q3: 10,860 shares; 2025Q4: 7,857 shares; 2026Q1: 9,502 shares 9,502 $303K 0.09% +1,645 Timeline VEMY VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 8,156 shares; 2025Q3: 11,191 shares; 2025Q4: 10,108 shares; 2026Q1: 10,590 shares 10,590 $293K 0.08% +482 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,488 shares 4,488 $292K 0.08% new Timeline FLBL 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 11,978 shares; 2025Q4: 9,806 shares; 2026Q1: 12,476 shares 12,476 $287K 0.08% +2,670 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,730 shares 27,730 $282K 0.08% new Timeline NFLU 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,750 shares 8,750 $281K 0.08% new 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,063 shares; 2026Q1: 5,609 shares 5,609 $274K 0.08% +546 Timeline DJIA 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 13,844 shares; 2025Q3: 12,648 shares; 2025Q4: 12,613 shares; 2026Q1: 12,613 shares 12,613 $265K 0.07% 0 Timeline VAL VALARIS LTD More: the full row for VALARIS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 5,271 shares; 2025Q4: not reported; 2026Q1: 2,695 shares 2,695 $264K 0.07% new 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 14,985 shares; 2025Q3: 9,034 shares; 2025Q4: 1,882 shares; 2026Q1: 2,120 shares 2,120 $264K 0.07% +238 Timeline MLPD 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,195 shares 10,195 $260K 0.07% new 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 5,000 shares; 2025Q3: 4,600 shares; 2025Q4: 4,600 shares; 2026Q1: 4,600 shares 4,600 $260K 0.07% 0 Timeline RIET 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 20,423 shares; 2025Q3: 30,157 shares; 2025Q4: 26,694 shares; 2026Q1: 28,526 shares 28,526 $256K 0.07% +1,832 Timeline ACIC AMERICAN COASTAL INS CORP More: the full row for AMERICAN COASTAL INS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 10,819 shares; 2025Q3: 16,180 shares; 2025Q4: 10,471 shares; 2026Q1: 22,220 shares 22,220 $250K 0.07% +11,749 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,626 shares; 2025Q3: 3,143 shares; 2025Q4: 2,142 shares; 2026Q1: 1,982 shares 1,982 $249K 0.07% -160 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 818 shares; 2026Q1: 818 shares 818 $247K 0.07% 0 Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,275 shares; 2025Q3: 3,349 shares; 2025Q4: 3,149 shares; 2026Q1: 3,403 shares 3,403 $247K 0.07% +254 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 2,407 shares; 2025Q4: 2,620 shares; 2026Q1: 1,532 shares 1,532 $246K 0.07% -1,088 Timeline SPGP 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 2,089 shares; 2025Q4: 2,254 shares; 2026Q1: 2,265 shares 2,265 $244K 0.07% +11 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 33,308 shares; 2025Q4: 17,021 shares; 2026Q1: 16,750 shares 16,750 $242K 0.07% -271 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,168 shares 1,168 $242K 0.07% new 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,749 shares; 2026Q1: 1,420 shares 1,420 $241K 0.07% -329 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 543 shares; 2025Q4: 615 shares; 2026Q1: 551 shares 551 $241K 0.07% -64 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,127 shares; 2025Q3: 3,925 shares; 2025Q4: 3,812 shares; 2026Q1: 3,720 shares 3,720 $238K 0.07% -92 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 9,199 shares; 2025Q4: 8,152 shares; 2026Q1: 5,340 shares 5,340 $236K 0.07% -2,812 Timeline COTY COTY INC More: the full row for COTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 117,209 shares 117,209 $236K 0.07% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,110 shares; 2026Q1: 1,084 shares 1,084 $229K 0.06% -26 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,214 shares; 2025Q3: 4,419 shares; 2025Q4: 4,231 shares; 2026Q1: 4,211 shares 4,211 $228K 0.06% -20 Timeline PKW 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,653 shares; 2026Q1: 1,682 shares 1,682 $221K 0.06% +29 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,559 shares 6,559 $220K 0.06% new 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,038 shares; 2025Q3: 1,026 shares; 2025Q4: 1,159 shares; 2026Q1: 899 shares 899 $218K 0.06% -260 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 892 shares; 2025Q4: not reported; 2026Q1: 1,464 shares 1,464 $215K 0.06% new Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,079 shares; 2026Q1: 2,032 shares 2,032 $213K 0.06% -2,047 Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 14,849 shares; 2025Q3: 19,402 shares; 2025Q4: 14,267 shares; 2026Q1: 14,222 shares 14,222 $213K 0.06% -45 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,357 shares; 2026Q1: 5,363 shares 5,363 $212K 0.06% +6 Timeline FRDM 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,868 shares 3,868 $211K 0.06% new 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 737 shares; 2025Q3: 881 shares; 2025Q4: 688 shares; 2026Q1: 645 shares 645 $210K 0.06% -43 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 288 shares; 2026Q1: 288 shares 288 $210K 0.06% 0 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,727 shares; 2025Q3: 2,928 shares; 2025Q4: 3,652 shares; 2026Q1: 1,025 shares 1,025 $204K 0.06% -2,627 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,532 shares 1,532 $202K 0.06% new Timeline HYBL 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 7,790 shares; 2025Q4: not reported; 2026Q1: 7,193 shares 7,193 $200K 0.06% new Timeline MEGI NYLIM CBRE GLOBAL More: the full row for NYLIM CBRE GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,567 shares 13,567 $199K 0.06% new Timeline SOLZ VOLATILITY SHS TR More: the full row for VOLATILITY SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 73,565 shares; 2025Q4: 72,991 shares; 2026Q1: 23,627 shares 23,627 $198K 0.06% -49,364 Timeline SSSS NEOSTELLAR CAP CORP More: the full row for NEOSTELLAR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 18,720 shares; 2025Q3: 20,037 shares; 2025Q4: 20,369 shares; 2026Q1: 18,200 shares 18,200 $195K 0.05% -2,169 Timeline TDAY USA TODAY CO INC More: the full row for USA TODAY CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,490 shares 25,490 $180K 0.05% new Timeline FSOL FIDELITY SOLANA FD More: the full row for FIDELITY SOLANA FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,729 shares 16,729 $163K 0.05% new Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 15,162 shares; 2025Q3: 15,331 shares; 2025Q4: 14,455 shares; 2026Q1: 14,000 shares 14,000 $156K 0.04% -455 Timeline TSLL 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: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 18,300 shares; 2025Q4: 13,000 shares; 2026Q1: 12,600 shares 12,600 $153K 0.04% -400 Timeline RYAM RAYONIER ADVANCED MATLS INC More: the full row for RAYONIER ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 11,293 shares; 2025Q4: 13,325 shares; 2026Q1: 12,789 shares 12,789 $142K 0.04% -536 Timeline EVF EATON VANCE SR INCOME TR More: the full row for EATON VANCE SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 27,674 shares; 2025Q3: 27,310 shares; 2025Q4: 27,320 shares; 2026Q1: 25,589 shares 25,589 $128K 0.04% -1,731 Timeline BRW SABA CAPITAL INCOME & OPRNT More: the full row for SABA CAPITAL INCOME & OPRNT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,527 shares; 2026Q1: 18,685 shares 18,685 $126K 0.04% -3,842 Timeline PCF HIGH INCOME SECS FD More: the full row for HIGH INCOME SECS FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 15,862 shares; 2025Q3: 18,767 shares; 2025Q4: 17,227 shares; 2026Q1: 21,007 shares 21,007 $116K 0.03% +3,780 Timeline YEXT YEXT INC More: the full row for YEXT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,992 shares 28,992 $111K 0.03% new Timeline EHI WESTERN ASSET GBL HIGH INC F More: the full row for WESTERN ASSET GBL HIGH INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 20,179 shares; 2025Q3: 21,091 shares; 2025Q4: 19,363 shares; 2026Q1: 17,807 shares 17,807 $105K 0.03% -1,556 Timeline BAFN BAYFIRST FINANCIAL CORP More: the full row for BAYFIRST FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,460 shares 15,460 $98.2K 0.03% new Timeline XPER XPERI INC More: the full row for XPERI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,215 shares; 2026Q1: 16,270 shares 16,270 $91.1K 0.03% +6,055 Timeline ZTR VIRTUS TOTAL RETURN FD INC More: the full row for VIRTUS TOTAL RETURN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 21,018 shares; 2025Q3: 22,175 shares; 2025Q4: 13,895 shares; 2026Q1: 13,490 shares 13,490 $89.3K 0.03% -405 Timeline GLO CLOUGH GLOBAL OPPORTUNITIES More: the full row for CLOUGH GLOBAL OPPORTUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 13,940 shares; 2025Q3: 16,642 shares; 2025Q4: 16,253 shares; 2026Q1: 16,032 shares 16,032 $89.3K 0.03% -221 Timeline BTX BLACKROCK TECH AND PRIVATE E More: the full row for BLACKROCK TECH AND PRIVATE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 16,158 shares; 2025Q4: 15,021 shares; 2026Q1: 13,115 shares 13,115 $86.6K 0.02% -1,906 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 17,154 shares; 2025Q3: 17,195 shares; 2025Q4: 16,713 shares; 2026Q1: 15,163 shares 15,163 $84.9K 0.02% -1,550 Timeline EDF VIRTUS STONE HBR EMRG MKTS I More: the full row for VIRTUS STONE HBR EMRG MKTS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,354 shares 15,354 $73.4K 0.02% new Timeline MCN XAI MADISON EQUITY PREMIUM I More: the full row for XAI MADISON EQUITY PREMIUM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 11,519 shares; 2025Q4: 12,095 shares; 2026Q1: 12,103 shares 12,103 $70.6K 0.02% +8 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 17,445 shares; 2025Q3: 16,766 shares; 2025Q4: 16,313 shares; 2026Q1: 13,045 shares 13,045 $66.5K 0.02% -3,268 Timeline GCV GABELLI CONV & INC SECS FD I More: the full row for GABELLI CONV & INC SECS FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 13,700 shares; 2025Q3: 18,685 shares; 2025Q4: 17,012 shares; 2026Q1: 14,708 shares 14,708 $63K 0.02% -2,304 Timeline