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: 745,979 shares; 2024Q4: 728,495 shares; 2025Q1: 606,090 shares; 2025Q2: 504,161 shares; 2025Q3: 508,901 shares; 2025Q4: 508,911 shares; 2026Q1: 511,309 shares 511,309 $89.2M 5.32% +2,398 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: 383,052 shares; 2024Q4: 374,133 shares; 2025Q1: 375,943 shares; 2025Q2: 288,549 shares; 2025Q3: 309,103 shares; 2025Q4: 308,299 shares; 2026Q1: 308,603 shares 308,603 $78.3M 4.68% +304 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: 131,441 shares; 2024Q4: 130,237 shares; 2025Q1: 131,651 shares; 2025Q2: 102,875 shares; 2025Q3: 104,057 shares; 2025Q4: 104,707 shares; 2026Q1: 107,209 shares 107,209 $39.7M 2.37% +2,502 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: 204,539 shares; 2024Q4: 201,492 shares; 2025Q1: 203,935 shares; 2025Q2: 167,584 shares; 2025Q3: 167,927 shares; 2025Q4: 171,085 shares; 2026Q1: 173,075 shares 173,075 $36M 2.15% +1,990 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: 105,593 shares; 2024Q4: 107,509 shares; 2025Q1: 112,053 shares; 2025Q2: 83,049 shares; 2025Q3: 93,007 shares; 2025Q4: 95,208 shares; 2026Q1: 96,870 shares 96,870 $32.7M 1.95% +1,662 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: 113,775 shares; 2024Q4: 111,693 shares; 2025Q1: 111,111 shares; 2025Q2: 102,596 shares; 2025Q3: 103,973 shares; 2025Q4: 104,444 shares; 2026Q1: 104,531 shares 104,531 $32.4M 1.93% +87 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: 80,190 shares; 2024Q4: 81,401 shares; 2025Q1: 92,953 shares; 2025Q2: 103,417 shares; 2025Q3: 112,661 shares; 2025Q4: 125,273 shares; 2026Q1: 127,215 shares 127,215 $30.2M 1.8% +1,942 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: 56,828 shares; 2024Q4: 56,846 shares; 2025Q1: 57,637 shares; 2025Q2: 47,823 shares; 2025Q3: 46,936 shares; 2025Q4: 46,954 shares; 2026Q1: 46,911 shares 46,911 $27.1M 1.62% -43 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,296 shares; 2024Q4: 150,573 shares; 2025Q1: 160,985 shares; 2025Q2: 147,631 shares; 2025Q3: 148,408 shares; 2025Q4: 205,753 shares; 2026Q1: 209,642 shares 209,642 $24.1M 1.44% +3,889 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: 100,398 shares; 2024Q4: 100,494 shares; 2025Q1: 102,986 shares; 2025Q2: 84,228 shares; 2025Q3: 82,573 shares; 2025Q4: 82,626 shares; 2026Q1: 82,680 shares 82,680 $23.7M 1.42% +54 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: 240,450 shares; 2024Q4: 239,930 shares; 2025Q1: 239,117 shares; 2025Q2: 188,023 shares; 2025Q3: 191,381 shares; 2025Q4: 190,094 shares; 2026Q1: 189,886 shares 189,886 $23.6M 1.41% -208 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,847 shares; 2024Q4: 86,640 shares; 2025Q1: 147,273 shares; 2025Q2: 321,347 shares; 2025Q3: 394,321 shares; 2025Q4: 492,481 shares; 2026Q1: 550,666 shares 550,666 $23.4M 1.4% +58,185 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: 98,581 shares; 2024Q4: 99,762 shares; 2025Q1: 104,732 shares; 2025Q2: 76,702 shares; 2025Q3: 77,455 shares; 2025Q4: 78,872 shares; 2026Q1: 78,736 shares 78,736 $23.2M 1.38% -136 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: 120,215 shares; 2024Q4: 120,431 shares; 2025Q1: 120,782 shares; 2025Q2: 77,446 shares; 2025Q3: 79,064 shares; 2025Q4: 79,403 shares; 2026Q1: 80,057 shares 80,057 $23M 1.37% +654 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: 46,234 shares; 2024Q4: 49,818 shares; 2025Q1: 52,334 shares; 2025Q2: 44,073 shares; 2025Q3: 44,087 shares; 2025Q4: 45,281 shares; 2026Q1: 45,808 shares 45,808 $22M 1.31% +527 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: 27,003 shares; 2024Q4: 29,247 shares; 2025Q1: 30,996 shares; 2025Q2: 29,615 shares; 2025Q3: 31,929 shares; 2025Q4: 33,561 shares; 2026Q1: 35,213 shares 35,213 $21M 1.26% +1,652 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: 481,473 shares; 2024Q4: 500,238 shares; 2025Q1: 527,835 shares; 2025Q2: 396,062 shares; 2025Q3: 335,492 shares; 2025Q4: 335,473 shares; 2026Q1: 333,726 shares 333,726 $20.9M 1.25% -1,747 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: 19,139 shares; 2024Q4: 19,295 shares; 2025Q1: 19,955 shares; 2025Q2: 16,809 shares; 2025Q3: 48,101 shares; 2025Q4: 54,278 shares; 2026Q1: 57,752 shares 57,752 $19.5M 1.16% +3,474 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,189 shares; 2024Q4: 62,377 shares; 2025Q1: 61,419 shares; 2025Q2: 50,024 shares; 2025Q3: 54,537 shares; 2025Q4: 61,562 shares; 2026Q1: 210,327 shares 210,327 $19.5M 1.16% +148,765 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,337 shares; 2025Q2: 39,377 shares; 2025Q3: 57,577 shares; 2025Q4: 148,367 shares; 2026Q1: 170,157 shares 170,157 $19.1M 1.14% +21,790 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: 357,853 shares; 2024Q4: 363,203 shares; 2025Q1: 376,891 shares; 2025Q2: 336,866 shares; 2025Q3: 317,292 shares; 2025Q4: 299,297 shares; 2026Q1: 303,191 shares 303,191 $17.2M 1.03% +3,894 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,881 shares; 2024Q4: 63,796 shares; 2025Q1: 64,415 shares; 2025Q2: 59,505 shares; 2025Q3: 58,639 shares; 2025Q4: 59,052 shares; 2026Q1: 60,714 shares 60,714 $17.1M 1.02% +1,662 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,304 shares; 2024Q4: 163,201 shares; 2025Q1: 159,380 shares; 2025Q2: 120,285 shares; 2025Q3: 119,209 shares; 2025Q4: 117,740 shares; 2026Q1: 119,568 shares 119,568 $17M 1.02% +1,828 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: 49,178 shares; 2024Q4: 51,678 shares; 2025Q1: 54,250 shares; 2025Q2: 58,760 shares; 2025Q3: 60,795 shares; 2025Q4: 60,690 shares; 2026Q1: 60,377 shares 60,377 $15M 0.9% -313 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,765 shares; 2024Q4: 111,237 shares; 2025Q1: 120,806 shares; 2025Q2: 106,283 shares; 2025Q3: 105,983 shares; 2025Q4: 115,236 shares; 2026Q1: 120,206 shares 120,206 $14.5M 0.87% +4,970 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: 29,572 shares; 2024Q4: 29,293 shares; 2025Q1: 29,938 shares; 2025Q2: 23,175 shares; 2025Q3: 24,865 shares; 2025Q4: 24,322 shares; 2026Q1: 24,835 shares 24,835 $14.2M 0.85% +513 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: 16,644 shares; 2024Q4: 18,734 shares; 2025Q1: 19,568 shares; 2025Q2: 18,768 shares; 2025Q3: 20,830 shares; 2025Q4: 21,185 shares; 2026Q1: 20,043 shares 20,043 $13.1M 0.78% -1,142 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,352 shares; 2024Q4: 203,947 shares; 2025Q1: 220,403 shares; 2025Q2: 187,075 shares; 2025Q3: 205,360 shares; 2025Q4: 205,003 shares; 2026Q1: 228,995 shares 228,995 $12.5M 0.75% +23,992 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: 19,305 shares; 2024Q4: 20,792 shares; 2025Q1: 22,019 shares; 2025Q2: 18,020 shares; 2025Q3: 13,119 shares; 2025Q4: 13,048 shares; 2026Q1: 13,361 shares 13,361 $12.3M 0.73% +313 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,504 shares; 2024Q4: 156,016 shares; 2025Q1: 182,524 shares; 2025Q2: 165,403 shares; 2025Q3: 165,130 shares; 2025Q4: 165,987 shares; 2026Q1: 176,074 shares 176,074 $12M 0.72% +10,087 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,963 shares; 2024Q4: 34,708 shares; 2025Q1: 32,358 shares; 2025Q2: 27,368 shares; 2025Q3: 28,126 shares; 2025Q4: 28,544 shares; 2026Q1: 29,003 shares 29,003 $11.5M 0.69% +459 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,088 shares; 2024Q4: 110,182 shares; 2025Q1: 114,187 shares; 2025Q2: 97,809 shares; 2025Q3: 96,653 shares; 2025Q4: 97,137 shares; 2026Q1: 97,212 shares 97,212 $11.5M 0.69% +75 Timeline QTOP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 297,046 shares; 2025Q3: 366,243 shares; 2025Q4: 365,367 shares; 2026Q1: 361,047 shares 361,047 $10.8M 0.65% -4,320 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: 189,201 shares; 2024Q4: 187,203 shares; 2025Q1: 187,378 shares; 2025Q2: 162,795 shares; 2025Q3: 150,247 shares; 2025Q4: 149,143 shares; 2026Q1: 149,506 shares 149,506 $10.5M 0.63% +363 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,667 shares; 2024Q4: 82,801 shares; 2025Q1: 126,883 shares; 2025Q2: 165,610 shares; 2025Q3: 207,119 shares; 2025Q4: 237,162 shares; 2026Q1: 259,971 shares 259,971 $10.4M 0.62% +22,809 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: 77,515 shares; 2024Q4: 75,788 shares; 2025Q1: 77,426 shares; 2025Q2: 54,726 shares; 2025Q3: 56,107 shares; 2025Q4: 57,159 shares; 2026Q1: 57,527 shares 57,527 $9.76M 0.58% +368 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,465 shares; 2024Q4: 92,567 shares; 2025Q1: 110,270 shares; 2025Q2: 96,688 shares; 2025Q3: 95,354 shares; 2025Q4: 91,153 shares; 2026Q1: 90,270 shares 90,270 $9.33M 0.56% -883 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,052 shares; 2024Q4: 84,770 shares; 2025Q1: 109,517 shares; 2025Q2: 135,172 shares; 2025Q3: 147,895 shares; 2025Q4: 154,321 shares; 2026Q1: 163,013 shares 163,013 $9M 0.54% +8,692 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: 12,853 shares; 2024Q4: 13,122 shares; 2025Q1: 13,386 shares; 2025Q2: 9,156 shares; 2025Q3: 9,276 shares; 2025Q4: 8,729 shares; 2026Q1: 8,759 shares 8,759 $8.73M 0.52% +30 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,086 shares; 2024Q4: 49,707 shares; 2025Q1: 47,909 shares; 2025Q2: 40,928 shares; 2025Q3: 40,728 shares; 2025Q4: 40,083 shares; 2026Q1: 39,850 shares 39,850 $8.63M 0.52% -233 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,343 shares; 2024Q4: 58,068 shares; 2025Q1: 59,231 shares; 2025Q2: 78,201 shares; 2025Q3: 95,530 shares; 2025Q4: 178,415 shares; 2026Q1: 189,784 shares 189,784 $8.51M 0.51% +11,369 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: 34,127 shares; 2024Q4: 40,976 shares; 2025Q1: 47,936 shares; 2025Q2: 47,040 shares; 2025Q3: 49,849 shares; 2025Q4: 51,597 shares; 2026Q1: 58,104 shares 58,104 $8.43M 0.5% +6,507 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: 33,011 shares; 2024Q4: 33,604 shares; 2025Q1: 32,764 shares; 2025Q2: 26,975 shares; 2025Q3: 27,010 shares; 2025Q4: 25,979 shares; 2026Q1: 25,421 shares 25,421 $8.36M 0.5% -558 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,831 shares; 2024Q4: 39,295 shares; 2025Q1: 39,575 shares; 2025Q2: 26,931 shares; 2025Q3: 27,455 shares; 2025Q4: 27,376 shares; 2026Q1: 27,198 shares 27,198 $8.22M 0.49% -178 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: 165,392 shares; 2024Q4: 178,629 shares; 2025Q1: 191,435 shares; 2025Q2: 154,725 shares; 2025Q3: 160,943 shares; 2025Q4: 160,791 shares; 2026Q1: 160,160 shares 160,160 $7.91M 0.47% -631 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: 46,192 shares; 2024Q4: 44,251 shares; 2025Q1: 47,537 shares; 2025Q2: 39,046 shares; 2025Q3: 39,551 shares; 2025Q4: 37,952 shares; 2026Q1: 37,899 shares 37,899 $7.84M 0.47% -53 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,322 shares; 2024Q4: 33,959 shares; 2025Q1: 33,487 shares; 2025Q2: 28,319 shares; 2025Q3: 28,302 shares; 2025Q4: 28,549 shares; 2026Q1: 28,656 shares 28,656 $7M 0.42% +107 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,366 shares; 2024Q4: 36,605 shares; 2025Q1: 36,722 shares; 2025Q2: 27,636 shares; 2025Q3: 27,599 shares; 2025Q4: 27,455 shares; 2026Q1: 28,199 shares 28,199 $6.97M 0.42% +744 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,793 shares; 2024Q4: 19,490 shares; 2025Q1: 20,714 shares; 2025Q2: 15,024 shares; 2025Q3: 14,516 shares; 2025Q4: 14,477 shares; 2026Q1: 14,658 shares 14,658 $6.94M 0.41% +181 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: 12,985 shares; 2024Q4: 13,464 shares; 2025Q1: 13,730 shares; 2025Q2: 10,182 shares; 2025Q3: 9,979 shares; 2025Q4: 9,675 shares; 2026Q1: 9,751 shares 9,751 $6.91M 0.41% +76 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: 65,721 shares; 2024Q4: 83,160 shares; 2025Q1: 85,106 shares; 2025Q2: 115,529 shares; 2025Q3: 122,553 shares; 2025Q4: 125,136 shares; 2026Q1: 124,342 shares 124,342 $6.9M 0.41% -794 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: 20,943 shares; 2024Q4: 31,485 shares; 2025Q1: 18,404 shares; 2025Q2: 27,470 shares; 2025Q3: 30,173 shares; 2025Q4: 32,827 shares; 2026Q1: 33,864 shares 33,864 $6.89M 0.41% +1,037 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,077 shares; 2024Q4: 70,524 shares; 2025Q1: 70,060 shares; 2025Q2: 46,594 shares; 2025Q3: 45,524 shares; 2025Q4: 44,121 shares; 2026Q1: 43,423 shares 43,423 $6.74M 0.4% -698 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: 26,751 shares; 2024Q4: 64,017 shares; 2025Q1: 61,787 shares; 2025Q2: 49,760 shares; 2025Q3: 49,125 shares; 2025Q4: 48,736 shares; 2026Q1: 48,722 shares 48,722 $6.62M 0.4% -14 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,986 shares; 2024Q4: 159,667 shares; 2025Q1: 158,505 shares; 2025Q2: 125,648 shares; 2025Q3: 131,020 shares; 2025Q4: 135,316 shares; 2026Q1: 133,252 shares 133,252 $6.5M 0.39% -2,064 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,930 shares; 2024Q4: 4,024 shares; 2025Q1: 4,262 shares; 2025Q2: 3,893 shares; 2025Q3: 3,956 shares; 2025Q4: 3,784 shares; 2026Q1: 3,746 shares 3,746 $6.48M 0.39% -38 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,970 shares; 2025Q1: 109,502 shares; 2025Q2: 121,874 shares; 2025Q3: 140,664 shares; 2025Q4: 147,632 shares; 2026Q1: 168,276 shares 168,276 $6.46M 0.39% +20,644 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,874 shares; 2024Q4: 32,722 shares; 2025Q1: 38,284 shares; 2025Q2: 29,220 shares; 2025Q3: 29,992 shares; 2025Q4: 32,573 shares; 2026Q1: 33,621 shares 33,621 $6.45M 0.39% +1,048 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,287 shares; 2024Q4: 35,192 shares; 2025Q1: 34,991 shares; 2025Q2: 24,229 shares; 2025Q3: 24,367 shares; 2025Q4: 24,839 shares; 2026Q1: 25,831 shares 25,831 $6.31M 0.38% +992 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,932 shares; 2024Q4: 40,064 shares; 2025Q1: 71,807 shares; 2025Q2: 76,879 shares; 2025Q3: 76,309 shares; 2025Q4: 69,906 shares; 2026Q1: 83,540 shares 83,540 $6.28M 0.38% +13,634 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: 78,845 shares; 2024Q4: 73,729 shares; 2025Q1: 74,240 shares; 2025Q2: 66,748 shares; 2025Q3: 65,166 shares; 2025Q4: 64,160 shares; 2026Q1: 56,479 shares 56,479 $6.08M 0.36% -7,681 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: 11,565 shares; 2024Q4: 115,291 shares; 2025Q1: 175,953 shares; 2025Q2: 182,707 shares; 2025Q3: 176,732 shares; 2025Q4: 185,185 shares; 2026Q1: 198,747 shares 198,747 $5.79M 0.35% +13,562 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: 12,957 shares; 2024Q4: 13,030 shares; 2025Q1: 12,991 shares; 2025Q2: 11,428 shares; 2025Q3: 11,661 shares; 2025Q4: 11,097 shares; 2026Q1: 11,018 shares 11,018 $5.5M 0.33% -79 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,371 shares; 2024Q4: 467,223 shares; 2025Q1: 471,675 shares; 2025Q2: 262,619 shares; 2025Q3: 213,740 shares; 2025Q4: 186,419 shares; 2026Q1: 175,250 shares 175,250 $5.38M 0.32% -11,169 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,383 shares; 2024Q4: 28,144 shares; 2025Q1: 27,296 shares; 2025Q2: 24,788 shares; 2025Q3: 24,492 shares; 2025Q4: 25,529 shares; 2026Q1: 33,124 shares 33,124 $5.32M 0.32% +7,595 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,855 shares; 2025Q1: 5,619 shares; 2025Q2: 30,928 shares; 2025Q3: 38,670 shares; 2025Q4: 41,207 shares; 2026Q1: 47,859 shares 47,859 $5.3M 0.32% +6,652 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,342 shares; 2024Q4: 26,329 shares; 2025Q1: 31,553 shares; 2025Q2: 24,958 shares; 2025Q3: 25,232 shares; 2025Q4: 26,597 shares; 2026Q1: 27,264 shares 27,264 $5.26M 0.31% +667 Timeline DIVI 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: 219,435 shares; 2024Q4: 222,819 shares; 2025Q1: 215,687 shares; 2025Q2: 131,978 shares; 2025Q3: 138,033 shares; 2025Q4: 138,020 shares; 2026Q1: 131,815 shares 131,815 $5.25M 0.31% -6,205 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,019 shares; 2025Q1: 88,250 shares; 2025Q2: 112,179 shares; 2025Q3: 119,846 shares; 2025Q4: 139,326 shares; 2026Q1: 151,097 shares 151,097 $5.2M 0.31% +11,771 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,730 shares; 2024Q4: 4,540 shares; 2025Q1: 4,558 shares; 2025Q2: 3,364 shares; 2025Q3: 3,727 shares; 2025Q4: 3,774 shares; 2026Q1: 3,867 shares 3,867 $5.11M 0.3% +93 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,220 shares; 2024Q4: 12,435 shares; 2025Q1: 12,189 shares; 2025Q2: 11,261 shares; 2025Q3: 11,725 shares; 2025Q4: 12,164 shares; 2026Q1: 12,441 shares 12,441 $5.07M 0.3% +277 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,061 shares; 2024Q4: 13,167 shares; 2025Q1: 13,330 shares; 2025Q2: 12,475 shares; 2025Q3: 13,778 shares; 2025Q4: 13,668 shares; 2026Q1: 12,891 shares 12,891 $5.03M 0.3% -777 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: 19,983 shares; 2024Q4: 19,994 shares; 2025Q1: 20,445 shares; 2025Q2: 32,978 shares; 2025Q3: 36,052 shares; 2025Q4: 36,362 shares; 2026Q1: 37,282 shares 37,282 $4.89M 0.29% +920 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,983 shares; 2025Q2: 31,570 shares; 2025Q3: 39,786 shares; 2025Q4: 65,770 shares; 2026Q1: 87,166 shares 87,166 $4.78M 0.29% +21,396 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,418 shares; 2025Q1: 15,437 shares; 2025Q2: 10,315 shares; 2025Q3: 22,198 shares; 2025Q4: 22,379 shares; 2026Q1: 22,117 shares 22,117 $4.72M 0.28% -262 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: 12,819 shares; 2024Q4: 12,841 shares; 2025Q1: 13,180 shares; 2025Q2: 10,522 shares; 2025Q3: 10,402 shares; 2025Q4: 10,262 shares; 2026Q1: 10,186 shares 10,186 $4.72M 0.28% -76 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: 6,963 shares; 2024Q4: 7,199 shares; 2025Q1: 7,600 shares; 2025Q2: 5,129 shares; 2025Q3: 5,126 shares; 2025Q4: 5,372 shares; 2026Q1: 5,555 shares 5,555 $4.7M 0.28% +183 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,447 shares; 2024Q4: 49,973 shares; 2025Q1: 55,440 shares; 2025Q2: 90,911 shares; 2025Q3: 166,194 shares; 2025Q4: 168,040 shares; 2026Q1: 130,876 shares 130,876 $4.66M 0.28% -37,164 Timeline AVNM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,790 shares; 2025Q1: 20,350 shares; 2025Q2: 27,441 shares; 2025Q3: 39,372 shares; 2025Q4: 54,235 shares; 2026Q1: 60,904 shares 60,904 $4.64M 0.28% +6,669 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: 62,521 shares; 2024Q4: 193,323 shares; 2025Q1: 220,129 shares; 2025Q2: 177,171 shares; 2025Q3: 171,229 shares; 2025Q4: 161,766 shares; 2026Q1: 159,827 shares 159,827 $4.45M 0.27% -1,939 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,189 shares; 2026Q1: 6,249 shares 6,249 $4.39M 0.26% +1,060 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: 19,509 shares; 2024Q4: 19,749 shares; 2025Q1: 19,707 shares; 2025Q2: 17,781 shares; 2025Q3: 17,334 shares; 2025Q4: 16,495 shares; 2026Q1: 16,680 shares 16,680 $4.37M 0.26% +185 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,203 shares; 2024Q4: 3,176 shares; 2025Q1: 3,222 shares; 2025Q2: 12,701 shares; 2025Q3: 13,570 shares; 2025Q4: 13,222 shares; 2026Q1: 13,256 shares 13,256 $4.36M 0.26% +34 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: 6,753 shares; 2024Q4: 6,793 shares; 2025Q1: 7,252 shares; 2025Q2: 6,743 shares; 2025Q3: 6,538 shares; 2025Q4: 6,581 shares; 2026Q1: 6,631 shares 6,631 $4.31M 0.26% +50 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,996 shares; 2024Q4: 21,810 shares; 2025Q1: 22,434 shares; 2025Q2: 18,737 shares; 2025Q3: 19,506 shares; 2025Q4: 19,817 shares; 2026Q1: 19,806 shares 19,806 $4.31M 0.26% -11 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,428 shares; 2024Q4: 52,965 shares; 2025Q1: 79,697 shares; 2025Q2: 92,368 shares; 2025Q3: 100,077 shares; 2025Q4: 97,209 shares; 2026Q1: 101,277 shares 101,277 $4.3M 0.26% +4,068 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,601 shares; 2024Q4: 63,046 shares; 2025Q1: 85,734 shares; 2025Q2: 89,627 shares; 2025Q3: 146,164 shares; 2025Q4: 187,518 shares; 2026Q1: 209,989 shares 209,989 $4.28M 0.26% +22,471 Timeline XSMO 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: 22,907 shares; 2024Q4: 24,701 shares; 2025Q1: 31,123 shares; 2025Q2: 42,662 shares; 2025Q3: 45,780 shares; 2025Q4: 50,242 shares; 2026Q1: 55,774 shares 55,774 $4.24M 0.25% +5,532 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: 48,954 shares; 2024Q4: 50,583 shares; 2025Q1: 55,941 shares; 2025Q2: 58,534 shares; 2025Q3: 61,816 shares; 2025Q4: 64,390 shares; 2026Q1: 65,772 shares 65,772 $4.21M 0.25% +1,382 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: 76,247 shares; 2024Q4: 72,215 shares; 2025Q1: 62,761 shares; 2025Q2: 50,036 shares; 2025Q3: 49,974 shares; 2025Q4: 50,225 shares; 2026Q1: 47,608 shares 47,608 $4.12M 0.25% -2,617 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,927 shares; 2024Q4: 12,883 shares; 2025Q1: 12,926 shares; 2025Q2: 9,971 shares; 2025Q3: 10,088 shares; 2025Q4: 8,299 shares; 2026Q1: 8,269 shares 8,269 $4.1M 0.24% -30 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,218 shares; 2024Q4: 103,082 shares; 2025Q1: 132,393 shares; 2025Q2: 121,018 shares; 2025Q3: 187,023 shares; 2025Q4: 182,300 shares; 2026Q1: 204,719 shares 204,719 $4.04M 0.24% +22,419 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,383 shares; 2024Q4: 66,707 shares; 2025Q1: 66,828 shares; 2025Q2: 53,315 shares; 2025Q3: 52,837 shares; 2025Q4: 51,518 shares; 2026Q1: 52,023 shares 52,023 $4.04M 0.24% +505 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,261 shares; 2024Q4: 8,411 shares; 2025Q1: 8,995 shares; 2025Q2: 7,590 shares; 2025Q3: 7,343 shares; 2025Q4: 7,220 shares; 2026Q1: 7,218 shares 7,218 $3.93M 0.23% -2 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: 9,962 shares; 2024Q4: 9,090 shares; 2025Q1: 16,484 shares; 2025Q2: 26,999 shares; 2025Q3: 30,641 shares; 2025Q4: 26,668 shares; 2026Q1: 26,763 shares 26,763 $3.91M 0.23% +95 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: 8,855 shares; 2024Q4: 9,121 shares; 2025Q1: 9,633 shares; 2025Q2: 9,545 shares; 2025Q3: 9,700 shares; 2025Q4: 10,471 shares; 2026Q1: 9,043 shares 9,043 $3.89M 0.23% -1,428 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,266 shares; 2025Q1: 33,937 shares; 2025Q2: 35,254 shares; 2025Q3: 38,559 shares; 2025Q4: 42,794 shares; 2026Q1: 51,125 shares 51,125 $3.86M 0.23% +8,331 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,728 shares; 2024Q4: 55,838 shares; 2025Q1: 92,565 shares; 2025Q2: 87,619 shares; 2025Q3: 142,985 shares; 2025Q4: 157,751 shares; 2026Q1: 175,555 shares 175,555 $3.83M 0.23% +17,804 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: 17,745 shares; 2024Q4: 24,935 shares; 2025Q1: 26,791 shares; 2025Q2: 22,612 shares; 2025Q3: 19,175 shares; 2025Q4: 10,704 shares; 2026Q1: 10,068 shares 10,068 $3.74M 0.22% -636 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: 6,688 shares; 2024Q4: 6,799 shares; 2025Q1: 7,416 shares; 2025Q2: 7,507 shares; 2025Q3: 7,675 shares; 2025Q4: 8,449 shares; 2026Q1: 8,363 shares 8,363 $3.65M 0.22% -86 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,975 shares; 2024Q4: 126,019 shares; 2025Q1: 153,113 shares; 2025Q2: 132,000 shares; 2025Q3: 161,909 shares; 2025Q4: 158,622 shares; 2026Q1: 161,277 shares 161,277 $3.59M 0.21% +2,655 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: 123,762 shares; 2024Q4: 122,465 shares; 2025Q1: 54,720 shares; 2025Q2: 43,371 shares; 2025Q3: 40,950 shares; 2025Q4: 37,727 shares; 2026Q1: 36,837 shares 36,837 $3.56M 0.21% -890 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: 5,122 shares; 2024Q4: 6,947 shares; 2025Q1: 5,785 shares; 2025Q2: 4,224 shares; 2025Q3: 5,304 shares; 2025Q4: 4,991 shares; 2026Q1: 4,856 shares 4,856 $3.54M 0.21% -135 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,802 shares; 2024Q4: 2,665 shares; 2025Q1: 2,608 shares; 2025Q2: 2,045 shares; 2025Q3: 2,419 shares; 2025Q4: 2,410 shares; 2026Q1: 2,384 shares 2,384 $3.51M 0.21% -26 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,116 shares; 2024Q4: 52,615 shares; 2025Q1: 52,644 shares; 2025Q2: 82,963 shares; 2025Q3: 82,703 shares; 2025Q4: 80,884 shares; 2026Q1: 74,754 shares 74,754 $3.47M 0.21% -6,130 Timeline GRPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,381 shares; 2024Q4: 28,476 shares; 2025Q1: 41,806 shares; 2025Q2: 27,841 shares; 2025Q3: 28,649 shares; 2025Q4: 28,908 shares; 2026Q1: 29,310 shares 29,310 $3.46M 0.21% +402 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,381 shares; 2024Q4: 12,856 shares; 2025Q1: 12,651 shares; 2025Q2: 10,897 shares; 2025Q3: 11,081 shares; 2025Q4: 10,804 shares; 2026Q1: 10,855 shares 10,855 $3.37M 0.2% +51 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,212 shares; 2025Q1: 23,726 shares; 2025Q2: 32,330 shares; 2025Q3: 32,095 shares; 2025Q4: 32,815 shares; 2026Q1: 35,613 shares 35,613 $3.34M 0.2% +2,798 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: 8,912 shares; 2024Q4: 8,505 shares; 2025Q1: 9,234 shares; 2025Q2: 10,390 shares; 2025Q3: 10,529 shares; 2025Q4: 11,040 shares; 2026Q1: 11,287 shares 11,287 $3.24M 0.19% +247 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: 15,875 shares; 2024Q4: 16,312 shares; 2025Q1: 16,798 shares; 2025Q2: 14,373 shares; 2025Q3: 13,760 shares; 2025Q4: 15,897 shares; 2026Q1: 16,400 shares 16,400 $3.22M 0.19% +503 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,603 shares; 2024Q4: 3,057 shares; 2025Q1: 22,067 shares; 2025Q2: 22,267 shares; 2025Q3: 24,014 shares; 2025Q4: 24,031 shares; 2026Q1: 24,616 shares 24,616 $3.15M 0.19% +585 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,507 shares; 2024Q4: 10,457 shares; 2025Q1: 10,777 shares; 2025Q2: 9,702 shares; 2025Q3: 9,460 shares; 2025Q4: 9,314 shares; 2026Q1: 9,314 shares 9,314 $3.06M 0.18% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,783 shares; 2024Q4: 5,477 shares; 2025Q1: 5,424 shares; 2025Q2: 4,288 shares; 2025Q3: 7,338 shares; 2025Q4: 8,398 shares; 2026Q1: 8,872 shares 8,872 $3.04M 0.18% +474 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,229 shares; 2024Q4: 4,273 shares; 2025Q1: 4,285 shares; 2025Q2: 3,500 shares; 2025Q3: 3,455 shares; 2025Q4: 3,457 shares; 2026Q1: 3,495 shares 3,495 $3.02M 0.18% +38 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,188 shares; 2024Q4: 29,728 shares; 2025Q1: 50,289 shares; 2025Q2: 39,719 shares; 2025Q3: 41,925 shares; 2025Q4: 38,689 shares; 2026Q1: 41,022 shares 41,022 $2.94M 0.18% +2,333 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,919 shares; 2025Q3: 39,499 shares; 2025Q4: 69,745 shares; 2026Q1: 95,546 shares 95,546 $2.91M 0.17% +25,801 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,110 shares; 2024Q4: 50,524 shares; 2025Q1: 51,926 shares; 2025Q2: 57,366 shares; 2025Q3: 51,008 shares; 2025Q4: 47,621 shares; 2026Q1: 46,884 shares 46,884 $2.87M 0.17% -737 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,796 shares; 2024Q4: 35,641 shares; 2025Q1: 37,916 shares; 2025Q2: 36,089 shares; 2025Q3: 34,839 shares; 2025Q4: 31,928 shares; 2026Q1: 34,785 shares 34,785 $2.87M 0.17% +2,857 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,119 shares; 2024Q4: 15,398 shares; 2025Q1: 14,770 shares; 2025Q2: 12,754 shares; 2025Q3: 12,539 shares; 2025Q4: 11,883 shares; 2026Q1: 12,002 shares 12,002 $2.71M 0.16% +119 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,890 shares; 2024Q4: 10,778 shares; 2025Q1: 10,924 shares; 2025Q2: 14,528 shares; 2025Q3: 15,452 shares; 2025Q4: 15,501 shares; 2026Q1: 16,466 shares 16,466 $2.7M 0.16% +965 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,366 shares; 2024Q4: 9,581 shares; 2025Q1: 9,705 shares; 2025Q2: 9,118 shares; 2025Q3: 9,353 shares; 2025Q4: 11,624 shares; 2026Q1: 12,176 shares 12,176 $2.65M 0.16% +552 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,043 shares; 2024Q4: 37,104 shares; 2025Q1: 36,354 shares; 2025Q2: 28,438 shares; 2025Q3: 28,050 shares; 2025Q4: 27,952 shares; 2026Q1: 29,204 shares 29,204 $2.64M 0.16% +1,252 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: 71,915 shares; 2024Q4: 72,129 shares; 2025Q1: 65,370 shares; 2025Q2: 51,747 shares; 2025Q3: 47,660 shares; 2025Q4: 26,784 shares; 2026Q1: 24,861 shares 24,861 $2.63M 0.16% -1,923 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: 6,127 shares; 2024Q4: 6,391 shares; 2025Q1: 7,009 shares; 2025Q2: 4,843 shares; 2025Q3: 6,180 shares; 2025Q4: 6,644 shares; 2026Q1: 6,725 shares 6,725 $2.58M 0.15% +81 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,859 shares; 2024Q4: 32,012 shares; 2025Q1: 26,691 shares; 2025Q2: 20,695 shares; 2025Q3: 21,531 shares; 2025Q4: 20,993 shares; 2026Q1: 20,721 shares 20,721 $2.58M 0.15% -272 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,361 shares; 2024Q4: 12,894 shares; 2025Q1: 12,898 shares; 2025Q2: 11,007 shares; 2025Q3: 10,601 shares; 2025Q4: 12,066 shares; 2026Q1: 11,949 shares 11,949 $2.57M 0.15% -117 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,229 shares; 2024Q4: 41,420 shares; 2025Q1: 42,249 shares; 2025Q2: 36,793 shares; 2025Q3: 35,932 shares; 2025Q4: 34,843 shares; 2026Q1: 34,088 shares 34,088 $2.56M 0.15% -755 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,756 shares; 2024Q4: 14,477 shares; 2025Q1: 14,489 shares; 2025Q2: 60,343 shares; 2025Q3: 60,640 shares; 2025Q4: 59,460 shares; 2026Q1: 62,700 shares 62,700 $2.54M 0.15% +3,240 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,425 shares; 2024Q4: 25,401 shares; 2025Q1: 25,469 shares; 2025Q2: 18,095 shares; 2025Q3: 17,907 shares; 2025Q4: 17,411 shares; 2026Q1: 16,728 shares 16,728 $2.53M 0.15% -683 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,921 shares; 2024Q4: 19,768 shares; 2025Q1: 20,553 shares; 2025Q2: 17,918 shares; 2025Q3: 17,062 shares; 2025Q4: 17,152 shares; 2026Q1: 17,089 shares 17,089 $2.53M 0.15% -63 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: 49,673 shares; 2024Q4: 55,377 shares; 2025Q1: 57,130 shares; 2025Q2: 30,907 shares; 2025Q3: 31,533 shares; 2025Q4: 32,085 shares; 2026Q1: 31,529 shares 31,529 $2.51M 0.15% -556 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,535 shares; 2025Q3: 24,447 shares; 2025Q4: 24,045 shares; 2026Q1: 24,176 shares 24,176 $2.51M 0.15% +131 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,145 shares; 2024Q4: 33,029 shares; 2025Q1: 49,623 shares; 2025Q2: 62,035 shares; 2025Q3: 98,547 shares; 2025Q4: 98,501 shares; 2026Q1: 108,602 shares 108,602 $2.49M 0.15% +10,101 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,622 shares; 2024Q4: 39,947 shares; 2025Q1: 48,190 shares; 2025Q2: 39,157 shares; 2025Q3: 37,608 shares; 2025Q4: 33,291 shares; 2026Q1: 32,726 shares 32,726 $2.49M 0.15% -565 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: 8,326 shares; 2024Q4: 7,312 shares; 2025Q1: 11,811 shares; 2025Q2: 13,197 shares; 2025Q3: 13,460 shares; 2025Q4: 12,367 shares; 2026Q1: 12,271 shares 12,271 $2.44M 0.15% -96 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,766 shares; 2024Q4: 12,515 shares; 2025Q1: 12,393 shares; 2025Q2: 8,019 shares; 2025Q3: 8,017 shares; 2025Q4: 6,839 shares; 2026Q1: 6,905 shares 6,905 $2.43M 0.15% +66 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,673 shares; 2025Q3: 11,913 shares; 2025Q4: 13,953 shares; 2026Q1: 16,639 shares 16,639 $2.42M 0.14% +2,686 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,026 shares; 2024Q4: 9,912 shares; 2025Q1: 28,672 shares; 2025Q2: 20,219 shares; 2025Q3: 20,745 shares; 2025Q4: 20,092 shares; 2026Q1: 20,090 shares 20,090 $2.38M 0.14% -2 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,976 shares; 2024Q4: 17,363 shares; 2025Q1: 17,857 shares; 2025Q2: 10,386 shares; 2025Q3: 10,285 shares; 2025Q4: 10,971 shares; 2026Q1: 11,415 shares 11,415 $2.38M 0.14% +444 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,444 shares; 2024Q4: 35,410 shares; 2025Q1: 35,374 shares; 2025Q2: 33,546 shares; 2025Q3: 29,139 shares; 2025Q4: 28,287 shares; 2026Q1: 26,904 shares 26,904 $2.36M 0.14% -1,383 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,137 shares; 2024Q4: 34,151 shares; 2025Q1: 38,324 shares; 2025Q2: 48,285 shares; 2025Q3: 61,896 shares; 2025Q4: 88,411 shares; 2026Q1: 89,477 shares 89,477 $2.34M 0.14% +1,066 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: 53,250 shares; 2024Q4: 47,400 shares; 2025Q1: 127,000 shares; 2025Q2: 139,250 shares; 2025Q3: 132,450 shares; 2025Q4: 134,600 shares; 2026Q1: 161,000 shares 161,000 $2.32M 0.14% +26,400 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,620 shares; 2024Q4: 46,258 shares; 2025Q1: 60,474 shares; 2025Q2: 50,284 shares; 2025Q3: 55,680 shares; 2025Q4: 65,390 shares; 2026Q1: 69,193 shares 69,193 $2.31M 0.14% +3,803 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,407 shares; 2024Q4: 8,330 shares; 2025Q1: 8,341 shares; 2025Q2: 6,852 shares; 2025Q3: 5,012 shares; 2025Q4: 4,935 shares; 2026Q1: 4,975 shares 4,975 $2.29M 0.14% +40 Timeline IBTO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,765 shares; 2024Q4: 9,902 shares; 2025Q1: 9,966 shares; 2025Q2: 12,430 shares; 2025Q3: 32,306 shares; 2025Q4: 70,348 shares; 2026Q1: 93,580 shares 93,580 $2.28M 0.14% +23,232 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,681 shares; 2024Q4: 34,898 shares; 2025Q1: 37,228 shares; 2025Q2: 35,646 shares; 2025Q3: 34,938 shares; 2025Q4: 34,773 shares; 2026Q1: 35,624 shares 35,624 $2.28M 0.14% +851 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,448 shares; 2024Q4: 86,223 shares; 2025Q1: 87,026 shares; 2025Q2: 48,845 shares; 2025Q3: 48,038 shares; 2025Q4: 48,999 shares; 2026Q1: 49,041 shares 49,041 $2.22M 0.13% +42 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 840 shares; 2024Q4: 835 shares; 2025Q1: 842 shares; 2025Q2: 663 shares; 2025Q3: 657 shares; 2025Q4: 656 shares; 2026Q1: 647 shares 647 $2.19M 0.13% -9 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,615 shares; 2024Q4: 9,061 shares; 2025Q1: 8,942 shares; 2025Q2: 17,692 shares; 2025Q3: 21,336 shares; 2025Q4: 46,923 shares; 2026Q1: 58,638 shares 58,638 $2.18M 0.13% +11,715 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,815 shares; 2024Q4: 8,865 shares; 2025Q1: 10,905 shares; 2025Q2: 11,105 shares; 2025Q3: 11,165 shares; 2025Q4: 11,165 shares; 2026Q1: 11,165 shares 11,165 $2.17M 0.13% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,196 shares; 2024Q4: 13,647 shares; 2025Q1: 14,853 shares; 2025Q2: 13,761 shares; 2025Q3: 13,959 shares; 2025Q4: 12,957 shares; 2026Q1: 13,038 shares 13,038 $2.15M 0.13% +81 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,605 shares; 2024Q4: 19,858 shares; 2025Q1: 23,195 shares; 2025Q2: 20,183 shares; 2025Q3: 20,159 shares; 2025Q4: 17,861 shares; 2026Q1: 21,419 shares 21,419 $2.15M 0.13% +3,558 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,352 shares; 2024Q4: 71,373 shares; 2025Q1: 82,448 shares; 2025Q2: 67,374 shares; 2025Q3: 98,683 shares; 2025Q4: 99,574 shares; 2026Q1: 95,427 shares 95,427 $2.14M 0.13% -4,147 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,911 shares; 2024Q4: 30,168 shares; 2025Q1: 27,112 shares; 2025Q2: 16,608 shares; 2025Q3: 16,094 shares; 2025Q4: 16,301 shares; 2026Q1: 17,768 shares 17,768 $2.14M 0.13% +1,467 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,785 shares; 2024Q4: 13,031 shares; 2025Q1: 12,775 shares; 2025Q2: 11,617 shares; 2025Q3: 11,363 shares; 2025Q4: 11,129 shares; 2026Q1: 10,683 shares 10,683 $2.14M 0.13% -446 Timeline FTCE FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,816 shares; 2026Q1: 90,382 shares 90,382 $2.14M 0.13% +59,566 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: 1,884 shares; 2024Q4: 4,107 shares; 2025Q1: 6,091 shares; 2025Q2: 5,187 shares; 2025Q3: 5,603 shares; 2025Q4: 22,587 shares; 2026Q1: 22,164 shares 22,164 $2.13M 0.13% -423 Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,910 shares; 2024Q4: 10,803 shares; 2025Q1: 11,001 shares; 2025Q2: 9,547 shares; 2025Q3: 9,416 shares; 2025Q4: 9,727 shares; 2026Q1: 9,887 shares 9,887 $2.12M 0.13% +160 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: 24,701 shares; 2024Q4: 37,115 shares; 2025Q1: 59,894 shares; 2025Q2: 35,094 shares; 2025Q3: 35,548 shares; 2025Q4: 40,141 shares; 2026Q1: 41,382 shares 41,382 $2.12M 0.13% +1,241 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,219 shares; 2024Q4: 13,222 shares; 2025Q1: 13,011 shares; 2025Q2: 9,966 shares; 2025Q3: 9,968 shares; 2025Q4: 9,207 shares; 2026Q1: 8,956 shares 8,956 $2.12M 0.13% -251 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,666 shares; 2024Q4: 28,884 shares; 2025Q1: 30,909 shares; 2025Q2: 27,994 shares; 2025Q3: 30,754 shares; 2025Q4: 31,188 shares; 2026Q1: 31,194 shares 31,194 $2.11M 0.13% +6 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,891 shares; 2024Q4: 8,577 shares; 2025Q1: 8,357 shares; 2025Q2: 5,866 shares; 2025Q3: 6,333 shares; 2025Q4: 6,577 shares; 2026Q1: 6,583 shares 6,583 $2.09M 0.13% +6 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,663 shares; 2024Q4: 3,664 shares; 2025Q1: 3,679 shares; 2025Q2: 2,070 shares; 2025Q3: 2,354 shares; 2025Q4: 2,328 shares; 2026Q1: 2,315 shares 2,315 $2.07M 0.12% -13 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,361 shares; 2024Q4: 37,006 shares; 2025Q1: 63,901 shares; 2025Q2: 31,849 shares; 2025Q3: 32,761 shares; 2025Q4: 32,194 shares; 2026Q1: 41,762 shares 41,762 $2.07M 0.12% +9,568 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,430 shares; 2024Q4: 21,222 shares; 2025Q1: 21,079 shares; 2025Q2: 8,870 shares; 2025Q3: 8,560 shares; 2025Q4: 8,525 shares; 2026Q1: 8,454 shares 8,454 $2M 0.12% -71 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,042 shares; 2026Q1: 5,144 shares 5,144 $2M 0.12% +3,102 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: not reported; 2024Q4: 17,217 shares; 2025Q1: 46,494 shares; 2025Q2: 65,713 shares; 2025Q3: 58,572 shares; 2025Q4: 55,641 shares; 2026Q1: 59,002 shares 59,002 $1.99M 0.12% +3,361 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,482 shares; 2024Q4: 74,286 shares; 2025Q1: 77,218 shares; 2025Q2: 71,158 shares; 2025Q3: 65,446 shares; 2025Q4: 60,128 shares; 2026Q1: 58,634 shares 58,634 $1.97M 0.12% -1,494 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: 9,578 shares; 2024Q4: 9,601 shares; 2025Q1: 9,853 shares; 2025Q2: 6,634 shares; 2025Q3: 6,399 shares; 2025Q4: 6,009 shares; 2026Q1: 5,999 shares 5,999 $1.96M 0.12% -10 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,649 shares; 2024Q4: 3,651 shares; 2025Q1: 3,653 shares; 2025Q2: 5,199 shares; 2025Q3: 13,018 shares; 2025Q4: 16,210 shares; 2026Q1: 16,912 shares 16,912 $1.95M 0.12% +702 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,310 shares; 2024Q4: 22,850 shares; 2025Q1: 22,935 shares; 2025Q2: 14,896 shares; 2025Q3: 16,615 shares; 2025Q4: 17,270 shares; 2026Q1: 17,140 shares 17,140 $1.94M 0.12% -130 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,750 shares; 2025Q3: 35,042 shares; 2025Q4: 35,108 shares; 2026Q1: 39,055 shares 39,055 $1.94M 0.12% +3,947 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: 26,498 shares; 2024Q4: 25,185 shares; 2025Q1: 25,254 shares; 2025Q2: 20,421 shares; 2025Q3: 14,823 shares; 2025Q4: 15,178 shares; 2026Q1: 14,935 shares 14,935 $1.92M 0.11% -243 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,044 shares; 2024Q4: 12,304 shares; 2025Q1: 15,624 shares; 2025Q2: 15,664 shares; 2025Q3: 14,437 shares; 2025Q4: 18,198 shares; 2026Q1: 19,265 shares 19,265 $1.91M 0.11% +1,067 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: 13,447 shares; 2024Q4: 13,478 shares; 2025Q1: 13,514 shares; 2025Q2: 19,610 shares; 2025Q3: 19,055 shares; 2025Q4: 20,518 shares; 2026Q1: 20,550 shares 20,550 $1.91M 0.11% +32 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,500 shares; 2024Q4: 30,000 shares; 2025Q1: 131,350 shares; 2025Q2: 129,900 shares; 2025Q3: 131,250 shares; 2025Q4: 131,852 shares; 2026Q1: 132,052 shares 132,052 $1.91M 0.11% +200 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,160 shares; 2026Q1: 19,430 shares 19,430 $1.89M 0.11% +2,270 Timeline DSTL 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: 50,078 shares; 2024Q4: 50,229 shares; 2025Q1: 50,819 shares; 2025Q2: 43,032 shares; 2025Q3: 40,939 shares; 2025Q4: 35,008 shares; 2026Q1: 32,555 shares 32,555 $1.88M 0.11% -2,453 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,374 shares; 2024Q4: 11,029 shares; 2025Q1: 11,773 shares; 2025Q2: 8,478 shares; 2025Q3: 8,391 shares; 2025Q4: 10,305 shares; 2026Q1: 10,266 shares 10,266 $1.87M 0.11% -39 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,713 shares; 2025Q2: 30,399 shares; 2025Q3: 20,453 shares; 2025Q4: 22,247 shares; 2026Q1: 23,765 shares 23,765 $1.84M 0.11% +1,518 Timeline HEDJ 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: 39,691 shares; 2024Q4: 34,274 shares; 2025Q1: 38,972 shares; 2025Q2: 34,753 shares; 2025Q3: 34,578 shares; 2025Q4: 34,248 shares; 2026Q1: 35,113 shares 35,113 $1.84M 0.11% +865 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,288 shares; 2025Q2: 29,108 shares; 2025Q3: 31,779 shares; 2025Q4: 35,217 shares; 2026Q1: 46,955 shares 46,955 $1.83M 0.11% +11,738 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,715 shares; 2024Q4: 32,358 shares; 2025Q1: 53,064 shares; 2025Q2: 45,389 shares; 2025Q3: 45,099 shares; 2025Q4: 41,442 shares; 2026Q1: 41,725 shares 41,725 $1.82M 0.11% +283 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 861 shares; 2024Q4: 1,142 shares; 2025Q1: 1,110 shares; 2025Q2: 579 shares; 2025Q3: 605 shares; 2025Q4: 552 shares; 2026Q1: 432 shares 432 $1.82M 0.11% -120 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,570 shares; 2024Q4: 12,456 shares; 2025Q1: 12,390 shares; 2025Q2: 9,318 shares; 2025Q3: 9,495 shares; 2025Q4: 9,210 shares; 2026Q1: 9,211 shares 9,211 $1.8M 0.11% +1 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,086 shares; 2025Q1: 6,086 shares; 2025Q2: 11,833 shares; 2025Q3: 13,243 shares; 2025Q4: 16,393 shares; 2026Q1: 18,868 shares 18,868 $1.79M 0.11% +2,475 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,922 shares; 2024Q4: 26,754 shares; 2025Q1: 26,442 shares; 2025Q2: 26,167 shares; 2025Q3: 26,040 shares; 2025Q4: 24,278 shares; 2026Q1: 24,295 shares 24,295 $1.78M 0.11% +17 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,220 shares; 2025Q1: 16,433 shares; 2025Q2: 13,395 shares; 2025Q3: 13,263 shares; 2025Q4: 13,880 shares; 2026Q1: 14,443 shares 14,443 $1.77M 0.11% +563 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,993 shares; 2024Q4: 33,818 shares; 2025Q1: 33,352 shares; 2025Q2: 30,656 shares; 2025Q3: 29,594 shares; 2025Q4: 35,846 shares; 2026Q1: 37,675 shares 37,675 $1.77M 0.11% +1,829 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: 12,405 shares; 2024Q4: 21,698 shares; 2025Q1: 22,325 shares; 2025Q2: 13,283 shares; 2025Q3: 14,930 shares; 2025Q4: 14,736 shares; 2026Q1: 11,996 shares 11,996 $1.76M 0.11% -2,740 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,210 shares; 2024Q4: 20,527 shares; 2025Q1: 20,792 shares; 2025Q2: 17,527 shares; 2025Q3: 15,960 shares; 2025Q4: 28,528 shares; 2026Q1: 28,768 shares 28,768 $1.76M 0.11% +240 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,281 shares; 2024Q4: 12,185 shares; 2025Q1: 10,215 shares; 2025Q2: 5,968 shares; 2025Q3: 6,372 shares; 2025Q4: 6,675 shares; 2026Q1: 6,502 shares 6,502 $1.76M 0.11% -173 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,037 shares; 2024Q4: 17,854 shares; 2025Q1: 18,490 shares; 2025Q2: 15,161 shares; 2025Q3: 13,718 shares; 2025Q4: 14,230 shares; 2026Q1: 16,033 shares 16,033 $1.76M 0.1% +1,803 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,368 shares; 2024Q4: 8,212 shares; 2025Q1: 8,197 shares; 2025Q2: 6,214 shares; 2025Q3: 6,265 shares; 2025Q4: 6,265 shares; 2026Q1: 6,355 shares 6,355 $1.74M 0.1% +90 Timeline FSLY FASTLY INC More: the full row for FASTLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 59,063 shares 59,063 $1.72M 0.1% new 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: 17,754 shares; 2024Q4: 17,725 shares; 2025Q1: 17,773 shares; 2025Q2: 14,850 shares; 2025Q3: 17,282 shares; 2025Q4: 17,381 shares; 2026Q1: 17,385 shares 17,385 $1.7M 0.1% +4 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,338 shares; 2024Q4: 30,380 shares; 2025Q1: 35,712 shares; 2025Q2: 10,651 shares; 2025Q3: 12,120 shares; 2025Q4: 10,112 shares; 2026Q1: 9,991 shares 9,991 $1.69M 0.1% -121 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,914 shares; 2024Q4: 19,414 shares; 2025Q1: 18,892 shares; 2025Q2: 17,076 shares; 2025Q3: 17,294 shares; 2025Q4: 16,654 shares; 2026Q1: 16,391 shares 16,391 $1.68M 0.1% -263 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: 8,323 shares; 2024Q4: 8,323 shares; 2025Q1: 10,470 shares; 2025Q2: 12,664 shares; 2025Q3: 12,702 shares; 2025Q4: 22,513 shares; 2026Q1: 24,448 shares 24,448 $1.67M 0.1% +1,935 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,103 shares; 2024Q4: 22,198 shares; 2025Q1: 22,353 shares; 2025Q2: 12,683 shares; 2025Q3: 11,212 shares; 2025Q4: 10,896 shares; 2026Q1: 10,587 shares 10,587 $1.64M 0.1% -309 Timeline VISN VISTANCE NETWORKS INC More: the full row for VISTANCE NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,830 shares; 2025Q4: 83,270 shares; 2026Q1: 89,713 shares 89,713 $1.63M 0.1% +6,443 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,898 shares; 2025Q1: 47,935 shares; 2025Q2: 38,744 shares; 2025Q3: 47,548 shares; 2025Q4: 55,193 shares; 2026Q1: 59,783 shares 59,783 $1.63M 0.1% +4,590 Timeline RWK 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: 11,275 shares; 2024Q4: 11,751 shares; 2025Q1: 12,406 shares; 2025Q2: 10,959 shares; 2025Q3: 11,540 shares; 2025Q4: 12,430 shares; 2026Q1: 12,658 shares 12,658 $1.62M 0.1% +228 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: 30,156 shares; 2024Q4: 90,029 shares; 2025Q1: 94,483 shares; 2025Q2: 100,286 shares; 2025Q3: 73,367 shares; 2025Q4: 66,187 shares; 2026Q1: 63,252 shares 63,252 $1.62M 0.1% -2,935 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: 14,420 shares; 2024Q4: 14,210 shares; 2025Q1: 14,071 shares; 2025Q2: 13,577 shares; 2025Q3: 14,854 shares; 2025Q4: 12,489 shares; 2026Q1: 14,005 shares 14,005 $1.61M 0.1% +1,516 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,324 shares; 2024Q4: 11,249 shares; 2025Q1: 11,039 shares; 2025Q2: 10,139 shares; 2025Q3: 10,139 shares; 2025Q4: 9,222 shares; 2026Q1: 9,004 shares 9,004 $1.6M 0.1% -218 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,948 shares; 2025Q3: 18,791 shares; 2025Q4: 19,849 shares; 2026Q1: 24,749 shares 24,749 $1.58M 0.09% +4,900 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,573 shares; 2024Q4: 17,763 shares; 2025Q1: 19,314 shares; 2025Q2: 12,807 shares; 2025Q3: 12,527 shares; 2025Q4: 3,811 shares; 2026Q1: 26,001 shares 26,001 $1.58M 0.09% +22,190 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,642 shares; 2025Q2: 9,930 shares; 2025Q3: 10,627 shares; 2025Q4: 11,204 shares; 2026Q1: 11,257 shares 11,257 $1.57M 0.09% +53 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,453 shares; 2025Q1: 5,865 shares; 2025Q2: 4,544 shares; 2025Q3: 4,505 shares; 2025Q4: 4,397 shares; 2026Q1: 4,375 shares 4,375 $1.56M 0.09% -22 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,839 shares; 2025Q3: 2,812 shares; 2025Q4: 4,015 shares; 2026Q1: 3,990 shares 3,990 $1.56M 0.09% -25 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,107 shares; 2024Q4: 5,262 shares; 2025Q1: 4,770 shares; 2025Q2: 3,166 shares; 2025Q3: 2,594 shares; 2025Q4: 2,483 shares; 2026Q1: 2,581 shares 2,581 $1.56M 0.09% +98 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,323 shares; 2025Q3: 33,479 shares; 2025Q4: 33,170 shares; 2026Q1: 33,687 shares 33,687 $1.56M 0.09% +517 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,126 shares; 2024Q4: 5,177 shares; 2025Q1: 7,658 shares; 2025Q2: 6,604 shares; 2025Q3: 6,033 shares; 2025Q4: 6,121 shares; 2026Q1: 7,799 shares 7,799 $1.54M 0.09% +1,678 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,900 shares; 2025Q1: 13,900 shares; 2025Q2: 34,701 shares; 2025Q3: 34,751 shares; 2025Q4: 60,351 shares; 2026Q1: 60,351 shares 60,351 $1.53M 0.09% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,519 shares; 2024Q4: 6,496 shares; 2025Q1: 6,533 shares; 2025Q2: 6,383 shares; 2025Q3: 6,348 shares; 2025Q4: 6,349 shares; 2026Q1: 6,350 shares 6,350 $1.52M 0.09% +1 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,081 shares; 2024Q4: 12,081 shares; 2025Q1: 12,081 shares; 2025Q2: 12,081 shares; 2025Q3: 12,081 shares; 2025Q4: 12,081 shares; 2026Q1: 12,081 shares 12,081 $1.52M 0.09% 0 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,745 shares; 2024Q4: 12,527 shares; 2025Q1: 12,953 shares; 2025Q2: 11,454 shares; 2025Q3: 13,482 shares; 2025Q4: 11,908 shares; 2026Q1: 10,656 shares 10,656 $1.49M 0.09% -1,252 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,000 shares; 2025Q2: 20,242 shares; 2025Q3: 20,437 shares; 2025Q4: 20,735 shares; 2026Q1: 20,978 shares 20,978 $1.49M 0.09% +243 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,232 shares; 2026Q1: 17,231 shares 17,231 $1.48M 0.09% +10,999 Timeline PSIX POWER SOLUTIONS INTL INC More: the full row for POWER SOLUTIONS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,433 shares; 2025Q1: 21,783 shares; 2025Q2: 23,801 shares; 2025Q3: 24,437 shares; 2025Q4: 24,896 shares; 2026Q1: 24,054 shares 24,054 $1.46M 0.09% -842 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,679 shares; 2024Q4: 22,344 shares; 2025Q1: 22,321 shares; 2025Q2: 16,357 shares; 2025Q3: 10,555 shares; 2025Q4: 9,005 shares; 2026Q1: 7,779 shares 7,779 $1.45M 0.09% -1,226 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,890 shares; 2024Q4: 28,927 shares; 2025Q1: 33,037 shares; 2025Q2: 25,472 shares; 2025Q3: 22,391 shares; 2025Q4: 17,225 shares; 2026Q1: 17,950 shares 17,950 $1.45M 0.09% +725 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,733 shares; 2025Q3: 9,075 shares; 2025Q4: 9,198 shares; 2026Q1: 9,614 shares 9,614 $1.45M 0.09% +416 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,140 shares; 2025Q3: 20,990 shares; 2025Q4: 21,707 shares; 2026Q1: 22,336 shares 22,336 $1.44M 0.09% +629 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,455 shares; 2024Q4: 9,752 shares; 2025Q1: 9,648 shares; 2025Q2: 6,271 shares; 2025Q3: 6,385 shares; 2025Q4: 6,180 shares; 2026Q1: 6,189 shares 6,189 $1.42M 0.08% +9 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,578 shares; 2024Q4: 16,459 shares; 2025Q1: 16,273 shares; 2025Q2: 14,798 shares; 2025Q3: 14,424 shares; 2025Q4: 16,532 shares; 2026Q1: 15,106 shares 15,106 $1.4M 0.08% -1,426 Timeline RWJ 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: 69,636 shares; 2024Q4: 63,063 shares; 2025Q1: 63,646 shares; 2025Q2: 28,280 shares; 2025Q3: 27,939 shares; 2025Q4: 27,980 shares; 2026Q1: 27,684 shares 27,684 $1.4M 0.08% -296 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,923 shares; 2024Q4: 1,889 shares; 2025Q1: 2,081 shares; 2025Q2: 14,405 shares; 2025Q3: 15,904 shares; 2025Q4: 15,547 shares; 2026Q1: 15,101 shares 15,101 $1.39M 0.08% -446 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,444 shares; 2024Q4: 25,961 shares; 2025Q1: 25,561 shares; 2025Q2: 18,192 shares; 2025Q3: 17,301 shares; 2025Q4: 16,879 shares; 2026Q1: 16,879 shares 16,879 $1.39M 0.08% 0 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,500 shares; 2025Q1: 65,450 shares; 2025Q2: 87,438 shares; 2025Q3: 118,639 shares; 2025Q4: 100,795 shares; 2026Q1: 98,575 shares 98,575 $1.38M 0.08% -2,220 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,231 shares; 2025Q3: 8,130 shares; 2025Q4: 8,100 shares; 2026Q1: 7,820 shares 7,820 $1.36M 0.08% -280 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: 4,173 shares; 2024Q4: 4,173 shares; 2025Q1: 4,733 shares; 2025Q2: 10,690 shares; 2025Q3: 10,485 shares; 2025Q4: 10,485 shares; 2026Q1: 10,783 shares 10,783 $1.35M 0.08% +298 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,186 shares; 2024Q4: 66,817 shares; 2025Q1: 66,817 shares; 2025Q2: 44,817 shares; 2025Q3: 36,361 shares; 2025Q4: 31,399 shares; 2026Q1: 31,399 shares 31,399 $1.35M 0.08% 0 Timeline JVAL 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: 35,498 shares; 2024Q4: 34,994 shares; 2025Q1: 34,994 shares; 2025Q2: 27,842 shares; 2025Q3: 26,674 shares; 2025Q4: 28,989 shares; 2026Q1: 26,982 shares 26,982 $1.32M 0.08% -2,007 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,394 shares; 2024Q4: 11,566 shares; 2025Q1: 11,322 shares; 2025Q2: 10,392 shares; 2025Q3: 9,998 shares; 2025Q4: 10,030 shares; 2026Q1: 10,031 shares 10,031 $1.31M 0.08% +1 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: 7,467 shares; 2024Q4: 7,368 shares; 2025Q1: 6,830 shares; 2025Q2: 3,534 shares; 2025Q3: 4,245 shares; 2025Q4: 4,236 shares; 2026Q1: 4,322 shares 4,322 $1.31M 0.08% +86 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,003 shares; 2025Q3: 9,249 shares; 2025Q4: 8,824 shares; 2026Q1: 8,635 shares 8,635 $1.31M 0.08% -189 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,200 shares; 2025Q1: 13,518 shares; 2025Q2: 11,407 shares; 2025Q3: 10,712 shares; 2025Q4: 10,180 shares; 2026Q1: 10,266 shares 10,266 $1.29M 0.08% +86 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,420 shares; 2024Q4: 3,458 shares; 2025Q1: 3,508 shares; 2025Q2: 2,595 shares; 2025Q3: 2,419 shares; 2025Q4: 11,892 shares; 2026Q1: 12,199 shares 12,199 $1.27M 0.08% +307 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,721 shares; 2024Q4: 17,419 shares; 2025Q1: 17,642 shares; 2025Q2: 12,573 shares; 2025Q3: 8,594 shares; 2025Q4: 8,270 shares; 2026Q1: 8,753 shares 8,753 $1.26M 0.08% +483 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: 705 shares; 2024Q4: 837 shares; 2025Q1: 953 shares; 2025Q2: 837 shares; 2025Q3: 837 shares; 2025Q4: 804 shares; 2026Q1: 3,432 shares 3,432 $1.26M 0.08% +2,628 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,090 shares; 2025Q3: 27,108 shares; 2025Q4: 41,220 shares; 2026Q1: 42,623 shares 42,623 $1.25M 0.07% +1,403 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,700 shares; 2025Q1: 7,914 shares; 2025Q2: 10,144 shares; 2025Q3: 9,527 shares; 2025Q4: 11,265 shares; 2026Q1: 11,333 shares 11,333 $1.25M 0.07% +68 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,229 shares; 2024Q4: 33,604 shares; 2025Q1: 32,897 shares; 2025Q2: 31,103 shares; 2025Q3: 31,114 shares; 2025Q4: 30,335 shares; 2026Q1: 27,988 shares 27,988 $1.25M 0.07% -2,347 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,170 shares; 2024Q4: 23,444 shares; 2025Q1: 18,493 shares; 2025Q2: 15,736 shares; 2025Q3: 15,712 shares; 2025Q4: 16,139 shares; 2026Q1: 16,104 shares 16,104 $1.24M 0.07% -35 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,179 shares; 2026Q1: 5,180 shares 5,180 $1.23M 0.07% +2,001 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,205 shares; 2026Q1: 3,824 shares 3,824 $1.23M 0.07% +1,619 Timeline DK DELEK US HLDGS INC NEW More: the full row for DELEK US HLDGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,529 shares; 2024Q4: 36,231 shares; 2025Q1: 36,238 shares; 2025Q2: 28,605 shares; 2025Q3: 26,816 shares; 2025Q4: 27,164 shares; 2026Q1: 27,166 shares 27,166 $1.22M 0.07% +2 Timeline CAAP CORPORACION AMER ARPTS S A More: the full row for CORPORACION AMER ARPTS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,490 shares; 2024Q4: 59,490 shares; 2025Q1: 59,490 shares; 2025Q2: 50,005 shares; 2025Q3: 46,509 shares; 2025Q4: 46,964 shares; 2026Q1: 47,984 shares 47,984 $1.21M 0.07% +1,020 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,064 shares; 2025Q2: 47,470 shares; 2025Q3: 47,981 shares; 2025Q4: 47,637 shares; 2026Q1: 48,066 shares 48,066 $1.2M 0.07% +429 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,445 shares; 2025Q1: 29,732 shares; 2025Q2: 38,490 shares; 2025Q3: 40,695 shares; 2025Q4: 42,085 shares; 2026Q1: 44,313 shares 44,313 $1.2M 0.07% +2,228 Timeline DFAI 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: 51,753 shares; 2024Q4: 49,184 shares; 2025Q1: 48,011 shares; 2025Q2: 30,580 shares; 2025Q3: 27,230 shares; 2025Q4: 29,930 shares; 2026Q1: 29,630 shares 29,630 $1.15M 0.07% -300 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,424 shares; 2025Q1: 14,025 shares; 2025Q2: 30,663 shares; 2025Q3: 30,237 shares; 2025Q4: 28,624 shares; 2026Q1: 29,097 shares 29,097 $1.15M 0.07% +473 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,195 shares; 2024Q4: 9,828 shares; 2025Q1: 9,654 shares; 2025Q2: 5,343 shares; 2025Q3: 5,344 shares; 2025Q4: 5,164 shares; 2026Q1: 5,165 shares 5,165 $1.14M 0.07% +1 Timeline QWLD SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,405 shares; 2024Q4: 3,546 shares; 2025Q1: 3,936 shares; 2025Q2: 7,977 shares; 2025Q3: 7,558 shares; 2025Q4: 7,903 shares; 2026Q1: 7,938 shares 7,938 $1.14M 0.07% +35 Timeline PEXL 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: 70,019 shares; 2024Q4: 68,128 shares; 2025Q1: 22,333 shares; 2025Q2: 14,525 shares; 2025Q3: 13,547 shares; 2025Q4: 13,732 shares; 2026Q1: 19,344 shares 19,344 $1.14M 0.07% +5,612 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,917 shares; 2024Q4: 8,707 shares; 2025Q1: 8,683 shares; 2025Q2: 4,265 shares; 2025Q3: 4,300 shares; 2025Q4: 4,659 shares; 2026Q1: 4,659 shares 4,659 $1.13M 0.07% 0 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,710 shares; 2024Q4: 3,172 shares; 2025Q1: 2,954 shares; 2025Q2: 10,023 shares; 2025Q3: 8,873 shares; 2025Q4: 7,915 shares; 2026Q1: 9,665 shares 9,665 $1.12M 0.07% +1,750 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,223 shares; 2024Q4: 27,061 shares; 2025Q1: 27,014 shares; 2025Q2: 15,821 shares; 2025Q3: 12,968 shares; 2025Q4: 12,050 shares; 2026Q1: 12,029 shares 12,029 $1.12M 0.07% -21 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,236 shares; 2025Q4: 7,616 shares; 2026Q1: 10,286 shares 10,286 $1.11M 0.07% +2,670 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,762 shares; 2024Q4: 24,762 shares; 2025Q1: 25,341 shares; 2025Q2: 23,841 shares; 2025Q3: 21,341 shares; 2025Q4: 23,132 shares; 2026Q1: 23,132 shares 23,132 $1.11M 0.07% 0 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,759 shares; 2025Q3: 19,975 shares; 2025Q4: 23,743 shares; 2026Q1: 21,860 shares 21,860 $1.11M 0.07% -1,883 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,300 shares; 2025Q3: 32,610 shares; 2025Q4: 31,772 shares; 2026Q1: 38,322 shares 38,322 $1.1M 0.07% +6,550 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,403 shares; 2024Q4: 28,403 shares; 2025Q1: 28,403 shares; 2025Q2: 26,406 shares; 2025Q3: 26,406 shares; 2025Q4: 26,406 shares; 2026Q1: 26,406 shares 26,406 $1.1M 0.07% 0 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: 7,140 shares; 2024Q4: 7,140 shares; 2025Q1: 7,098 shares; 2025Q2: 6,014 shares; 2025Q3: 6,016 shares; 2025Q4: 6,019 shares; 2026Q1: 5,937 shares 5,937 $1.09M 0.07% -82 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,893 shares; 2024Q4: 70,729 shares; 2025Q1: 81,181 shares; 2025Q2: 73,042 shares; 2025Q3: 65,653 shares; 2025Q4: 53,610 shares; 2026Q1: 47,388 shares 47,388 $1.08M 0.06% -6,222 Timeline DGT 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: 2,681 shares; 2024Q4: 2,817 shares; 2025Q1: 3,978 shares; 2025Q2: 4,951 shares; 2025Q3: 5,014 shares; 2025Q4: 5,016 shares; 2026Q1: 6,389 shares 6,389 $1.08M 0.06% +1,373 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,679 shares; 2024Q4: 12,754 shares; 2025Q1: 9,695 shares; 2025Q2: 8,211 shares; 2025Q3: 7,761 shares; 2025Q4: 7,761 shares; 2026Q1: 7,960 shares 7,960 $1.08M 0.06% +199 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,138 shares; 2026Q1: 6,579 shares 6,579 $1.08M 0.06% +2,441 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,139 shares; 2024Q4: 31,380 shares; 2025Q1: 31,607 shares; 2025Q2: 11,629 shares; 2025Q3: 12,319 shares; 2025Q4: 11,805 shares; 2026Q1: 11,009 shares 11,009 $1.07M 0.06% -796 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,434 shares; 2024Q4: 25,436 shares; 2025Q1: 32,645 shares; 2025Q2: 18,103 shares; 2025Q3: 13,706 shares; 2025Q4: 20,727 shares; 2026Q1: 20,775 shares 20,775 $1.05M 0.06% +48 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: 4,565 shares; 2024Q4: 8,536 shares; 2025Q1: 8,575 shares; 2025Q2: 6,254 shares; 2025Q3: 6,650 shares; 2025Q4: 6,757 shares; 2026Q1: 6,499 shares 6,499 $1.04M 0.06% -258 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,947 shares; 2024Q4: 5,947 shares; 2025Q1: 6,347 shares; 2025Q2: 5,428 shares; 2025Q3: 5,183 shares; 2025Q4: 5,083 shares; 2026Q1: 5,083 shares 5,083 $1.04M 0.06% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,365 shares; 2024Q4: 1,365 shares; 2025Q1: 1,362 shares; 2025Q2: 1,362 shares; 2025Q3: 1,281 shares; 2025Q4: 1,506 shares; 2026Q1: 3,244 shares 3,244 $1.03M 0.06% +1,738 Timeline CSM 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: 15,075 shares; 2024Q4: 13,975 shares; 2025Q1: 14,049 shares; 2025Q2: 14,050 shares; 2025Q3: 14,051 shares; 2025Q4: 14,051 shares; 2026Q1: 13,742 shares 13,742 $1.03M 0.06% -309 Timeline EZPW EZCORP INC More: the full row for EZCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,415 shares 40,415 $1.02M 0.06% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,215 shares; 2025Q2: 1,639 shares; 2025Q3: 5,515 shares; 2025Q4: 4,243 shares; 2026Q1: 4,934 shares 4,934 $1.02M 0.06% +691 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,552 shares; 2024Q4: 27,552 shares; 2025Q1: 27,552 shares; 2025Q2: 27,497 shares; 2025Q3: 27,397 shares; 2025Q4: 27,397 shares; 2026Q1: 20,101 shares 20,101 $1.01M 0.06% -7,296 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,692 shares; 2024Q4: 33,927 shares; 2025Q1: 33,741 shares; 2025Q2: 31,899 shares; 2025Q3: 32,388 shares; 2025Q4: 32,409 shares; 2026Q1: 32,421 shares 32,421 $1M 0.06% +12 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,288 shares; 2024Q4: 6,295 shares; 2025Q1: 6,289 shares; 2025Q2: 3,259 shares; 2025Q3: 3,659 shares; 2025Q4: 4,066 shares; 2026Q1: 3,701 shares 3,701 $1M 0.06% -365 Timeline BBLU 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: 42,345 shares; 2024Q4: 57,481 shares; 2025Q1: 72,486 shares; 2025Q2: 58,494 shares; 2025Q3: 60,980 shares; 2025Q4: 66,153 shares; 2026Q1: 67,065 shares 67,065 $989K 0.06% +912 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,739 shares; 2024Q4: 34,863 shares; 2025Q1: 37,360 shares; 2025Q2: 31,116 shares; 2025Q3: 31,218 shares; 2025Q4: 40,637 shares; 2026Q1: 40,704 shares 40,704 $986K 0.06% +67 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: 3,485 shares; 2024Q4: 3,565 shares; 2025Q1: 3,841 shares; 2025Q2: 1,674 shares; 2025Q3: 2,045 shares; 2025Q4: 2,205 shares; 2026Q1: 2,309 shares 2,309 $984K 0.06% +104 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,627 shares; 2024Q4: 7,377 shares; 2025Q1: 6,834 shares; 2025Q2: 5,621 shares; 2025Q3: 5,346 shares; 2025Q4: 5,065 shares; 2026Q1: 4,990 shares 4,990 $982K 0.06% -75 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,486 shares; 2024Q4: 26,897 shares; 2025Q1: 30,236 shares; 2025Q2: 14,020 shares; 2025Q3: 13,061 shares; 2025Q4: 22,475 shares; 2026Q1: 34,225 shares 34,225 $961K 0.06% +11,750 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,783 shares; 2024Q4: 6,654 shares; 2025Q1: 5,516 shares; 2025Q2: 1,961 shares; 2025Q3: 5,669 shares; 2025Q4: 5,731 shares; 2026Q1: 3,379 shares 3,379 $959K 0.06% -2,352 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,356 shares; 2024Q4: 23,426 shares; 2025Q1: 23,836 shares; 2025Q2: 11,265 shares; 2025Q3: 11,660 shares; 2025Q4: 11,188 shares; 2026Q1: 11,583 shares 11,583 $959K 0.06% +395 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,433 shares; 2025Q2: 7,092 shares; 2025Q3: 7,426 shares; 2025Q4: 7,300 shares; 2026Q1: 6,158 shares 6,158 $957K 0.06% -1,142 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,742 shares; 2025Q3: 13,817 shares; 2025Q4: 13,596 shares; 2026Q1: 14,383 shares 14,383 $948K 0.06% +787 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,930 shares; 2024Q4: 5,317 shares; 2025Q1: 5,269 shares; 2025Q2: 4,216 shares; 2025Q3: 4,053 shares; 2025Q4: 4,019 shares; 2026Q1: 3,898 shares 3,898 $945K 0.06% -121 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,812 shares; 2024Q4: 16,574 shares; 2025Q1: 17,769 shares; 2025Q2: 15,454 shares; 2025Q3: 16,184 shares; 2025Q4: 15,588 shares; 2026Q1: 15,803 shares 15,803 $937K 0.06% +215 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,193 shares; 2024Q4: 5,198 shares; 2025Q1: 5,203 shares; 2025Q2: 4,450 shares; 2025Q3: 3,755 shares; 2025Q4: 3,590 shares; 2026Q1: 3,595 shares 3,595 $935K 0.06% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,774 shares; 2025Q3: 15,434 shares; 2025Q4: 15,282 shares; 2026Q1: 14,357 shares 14,357 $934K 0.06% -925 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,602 shares; 2024Q4: 5,479 shares; 2025Q1: 5,149 shares; 2025Q2: 4,336 shares; 2025Q3: 2,432 shares; 2025Q4: 2,249 shares; 2026Q1: 2,157 shares 2,157 $932K 0.06% -92 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,075 shares; 2024Q4: 10,975 shares; 2025Q1: 10,895 shares; 2025Q2: 9,845 shares; 2025Q3: 9,945 shares; 2025Q4: 9,945 shares; 2026Q1: 9,845 shares 9,845 $931K 0.06% -100 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,196 shares; 2024Q4: 19,359 shares; 2025Q1: 8,794 shares; 2025Q2: 8,827 shares; 2025Q3: 8,855 shares; 2025Q4: 9,437 shares; 2026Q1: 9,541 shares 9,541 $926K 0.06% +104 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,347 shares; 2025Q3: 3,890 shares; 2025Q4: 4,703 shares; 2026Q1: 5,573 shares 5,573 $923K 0.06% +870 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,818 shares; 2024Q4: 4,503 shares; 2025Q1: 4,469 shares; 2025Q2: 3,586 shares; 2025Q3: 3,085 shares; 2025Q4: 2,775 shares; 2026Q1: 2,778 shares 2,778 $908K 0.05% +3 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,423 shares; 2024Q4: 28,423 shares; 2025Q1: 28,423 shares; 2025Q2: 25,274 shares; 2025Q3: 20,267 shares; 2025Q4: 18,836 shares; 2026Q1: 18,836 shares 18,836 $905K 0.05% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,530 shares; 2024Q4: 2,068 shares; 2025Q1: 2,015 shares; 2025Q2: 1,622 shares; 2025Q3: 1,594 shares; 2025Q4: 1,596 shares; 2026Q1: 1,598 shares 1,598 $900K 0.05% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,144 shares; 2026Q1: 19,161 shares 19,161 $898K 0.05% +3,017 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,188 shares; 2024Q4: 23,426 shares; 2025Q1: 23,504 shares; 2025Q2: 19,686 shares; 2025Q3: 19,496 shares; 2025Q4: 13,820 shares; 2026Q1: 13,560 shares 13,560 $896K 0.05% -260 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,126 shares; 2025Q4: 5,436 shares; 2026Q1: 10,495 shares 10,495 $890K 0.05% +5,059 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,926 shares; 2024Q4: 11,635 shares; 2025Q1: 11,639 shares; 2025Q2: 9,889 shares; 2025Q3: 8,711 shares; 2025Q4: 8,604 shares; 2026Q1: 8,606 shares 8,606 $884K 0.05% +2 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,057 shares; 2024Q4: 23,473 shares; 2025Q1: 23,521 shares; 2025Q2: 23,600 shares; 2025Q3: 18,959 shares; 2025Q4: 18,805 shares; 2026Q1: 18,816 shares 18,816 $875K 0.05% +11 Timeline FMAY 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: 16,589 shares; 2024Q4: 16,589 shares; 2025Q1: 16,589 shares; 2025Q2: 16,589 shares; 2025Q3: 16,589 shares; 2025Q4: 16,589 shares; 2026Q1: 16,589 shares 16,589 $875K 0.05% 0 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,612 shares; 2024Q4: 9,874 shares; 2025Q1: 19,527 shares; 2025Q2: 15,220 shares; 2025Q3: 15,878 shares; 2025Q4: 14,313 shares; 2026Q1: 14,381 shares 14,381 $869K 0.05% +68 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,464 shares; 2024Q4: 3,333 shares; 2025Q1: 3,229 shares; 2025Q2: 3,277 shares; 2025Q3: 4,228 shares; 2025Q4: 4,552 shares; 2026Q1: 3,501 shares 3,501 $868K 0.05% -1,051 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,429 shares; 2024Q4: 22,630 shares; 2025Q1: 22,156 shares; 2025Q2: 17,584 shares; 2025Q3: 16,524 shares; 2025Q4: 15,271 shares; 2026Q1: 15,022 shares 15,022 $865K 0.05% -249 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,805 shares; 2025Q3: 10,614 shares; 2025Q4: 10,971 shares; 2026Q1: 16,936 shares 16,936 $862K 0.05% +5,965 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,046 shares; 2025Q2: 4,012 shares; 2025Q3: 4,037 shares; 2025Q4: 4,012 shares; 2026Q1: 4,152 shares 4,152 $856K 0.05% +140 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,867 shares; 2024Q4: 29,123 shares; 2025Q1: 28,487 shares; 2025Q2: 26,902 shares; 2025Q3: 26,094 shares; 2025Q4: 26,094 shares; 2026Q1: 26,094 shares 26,094 $846K 0.05% 0 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,020 shares; 2024Q4: 22,060 shares; 2025Q1: 20,881 shares; 2025Q2: 19,794 shares; 2025Q3: 19,533 shares; 2025Q4: 18,265 shares; 2026Q1: 18,291 shares 18,291 $842K 0.05% +26 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,545 shares; 2026Q1: 11,667 shares 11,667 $835K 0.05% +5,122 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,475 shares; 2026Q1: 4,232 shares 4,232 $834K 0.05% -4,243 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: 17,145 shares; 2024Q4: 16,231 shares; 2025Q1: 14,812 shares; 2025Q2: 11,464 shares; 2025Q3: 2,383 shares; 2025Q4: 2,374 shares; 2026Q1: 2,434 shares 2,434 $832K 0.05% +60 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,849 shares; 2024Q4: 6,299 shares; 2025Q1: 7,968 shares; 2025Q2: 6,347 shares; 2025Q3: 5,846 shares; 2025Q4: 2,757 shares; 2026Q1: 2,908 shares 2,908 $825K 0.05% +151 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,296 shares 4,296 $812K 0.05% new Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,789 shares; 2025Q2: 2,426 shares; 2025Q3: 2,518 shares; 2025Q4: 2,492 shares; 2026Q1: 2,492 shares 2,492 $795K 0.05% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,891 shares; 2024Q4: 20,790 shares; 2025Q1: 20,850 shares; 2025Q2: 10,510 shares; 2025Q3: 10,774 shares; 2025Q4: 11,097 shares; 2026Q1: 10,945 shares 10,945 $787K 0.05% -152 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 774 shares; 2024Q4: 832 shares; 2025Q1: 996 shares; 2025Q2: 862 shares; 2025Q3: 862 shares; 2025Q4: 1,130 shares; 2026Q1: 1,128 shares 1,128 $787K 0.05% -2 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,822 shares; 2026Q1: 19,079 shares 19,079 $778K 0.05% +13,257 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,781 shares; 2024Q4: 10,570 shares; 2025Q1: 10,571 shares; 2025Q2: 8,757 shares; 2025Q3: 8,888 shares; 2025Q4: 8,696 shares; 2026Q1: 8,696 shares 8,696 $776K 0.05% 0 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,169 shares; 2025Q2: 11,628 shares; 2025Q3: 19,206 shares; 2025Q4: 22,487 shares; 2026Q1: 23,080 shares 23,080 $762K 0.05% +593 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,619 shares; 2024Q4: 11,182 shares; 2025Q1: 11,068 shares; 2025Q2: 9,635 shares; 2025Q3: 9,237 shares; 2025Q4: 8,364 shares; 2026Q1: 8,133 shares 8,133 $754K 0.05% -231 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,303 shares; 2026Q1: 9,898 shares 9,898 $741K 0.04% +3,595 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,570 shares; 2024Q4: 9,570 shares; 2025Q1: 10,229 shares; 2025Q2: 9,036 shares; 2025Q3: 9,036 shares; 2025Q4: 9,036 shares; 2026Q1: 9,036 shares 9,036 $740K 0.04% 0 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,838 shares; 2026Q1: 31,115 shares 31,115 $738K 0.04% +3,277 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,200 shares; 2024Q4: 81,975 shares; 2025Q1: 113,475 shares; 2025Q2: 99,800 shares; 2025Q3: 106,200 shares; 2025Q4: 106,120 shares; 2026Q1: 106,070 shares 106,070 $728K 0.04% -50 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,466 shares; 2025Q4: 6,348 shares; 2026Q1: 6,785 shares 6,785 $728K 0.04% +437 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 976 shares; 2024Q4: 1,163 shares; 2025Q1: 1,231 shares; 2025Q2: 1,182 shares; 2025Q3: 1,153 shares; 2025Q4: 1,065 shares; 2026Q1: 1,065 shares 1,065 $727K 0.04% 0 Timeline PSDM PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,680 shares; 2025Q4: 11,652 shares; 2026Q1: 14,147 shares 14,147 $721K 0.04% +2,495 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,805 shares; 2024Q4: 3,775 shares; 2025Q1: 4,015 shares; 2025Q2: 3,555 shares; 2025Q3: 3,395 shares; 2025Q4: 3,465 shares; 2026Q1: 3,465 shares 3,465 $716K 0.04% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,883 shares; 2024Q4: 26,336 shares; 2025Q1: 31,438 shares; 2025Q2: 13,429 shares; 2025Q3: 13,441 shares; 2025Q4: 17,079 shares; 2026Q1: 10,485 shares 10,485 $713K 0.04% -6,594 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,701 shares; 2024Q4: 4,432 shares; 2025Q1: 1,616 shares; 2025Q2: 1,291 shares; 2025Q3: 1,309 shares; 2025Q4: 1,309 shares; 2026Q1: 1,309 shares 1,309 $708K 0.04% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,980 shares; 2024Q4: 15,673 shares; 2025Q1: 14,409 shares; 2025Q2: 9,463 shares; 2025Q3: 9,378 shares; 2025Q4: 9,378 shares; 2026Q1: 9,378 shares 9,378 $705K 0.04% 0 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,629 shares; 2025Q2: 12,115 shares; 2025Q3: 12,419 shares; 2025Q4: 12,159 shares; 2026Q1: 12,158 shares 12,158 $702K 0.04% -1 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,901 shares; 2024Q4: 22,390 shares; 2025Q1: 23,704 shares; 2025Q2: 24,124 shares; 2025Q3: 24,191 shares; 2025Q4: 27,882 shares; 2026Q1: 28,715 shares 28,715 $696K 0.04% +833 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,600 shares; 2024Q4: 5,973 shares; 2025Q1: 5,833 shares; 2025Q2: 4,263 shares; 2025Q3: 4,103 shares; 2025Q4: 3,057 shares; 2026Q1: 2,594 shares 2,594 $692K 0.04% -463 Timeline GVAL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,339 shares; 2026Q1: 20,883 shares 20,883 $692K 0.04% +11,544 Timeline LASR NLIGHT INC More: the full row for NLIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,944 shares 11,944 $681K 0.04% new Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,026 shares; 2024Q4: 21,630 shares; 2025Q1: 27,427 shares; 2025Q2: 25,903 shares; 2025Q3: 26,602 shares; 2025Q4: 34,423 shares; 2026Q1: 26,605 shares 26,605 $673K 0.04% -7,818 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,121 shares; 2024Q4: 8,553 shares; 2025Q1: 8,321 shares; 2025Q2: 6,663 shares; 2025Q3: 6,407 shares; 2025Q4: 5,059 shares; 2026Q1: 4,603 shares 4,603 $671K 0.04% -456 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: 2,434 shares; 2024Q4: 2,534 shares; 2025Q1: 2,621 shares; 2025Q2: 2,267 shares; 2025Q3: 2,012 shares; 2025Q4: 5,052 shares; 2026Q1: 5,052 shares 5,052 $671K 0.04% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,820 shares; 2025Q1: not reported; 2025Q2: 12,857 shares; 2025Q3: 40,140 shares; 2025Q4: 40,371 shares; 2026Q1: 41,055 shares 41,055 $651K 0.04% +684 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,414 shares; 2024Q4: 3,531 shares; 2025Q1: 4,529 shares; 2025Q2: 4,684 shares; 2025Q3: 4,764 shares; 2025Q4: 5,020 shares; 2026Q1: 5,588 shares 5,588 $638K 0.04% +568 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,284 shares; 2024Q4: 1,583 shares; 2025Q1: 1,570 shares; 2025Q2: 1,270 shares; 2025Q3: 1,304 shares; 2025Q4: 1,313 shares; 2026Q1: 1,297 shares 1,297 $637K 0.04% -16 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,649 shares; 2024Q4: 10,509 shares; 2025Q1: 10,513 shares; 2025Q2: 6,396 shares; 2025Q3: 6,527 shares; 2025Q4: 6,620 shares; 2026Q1: 6,548 shares 6,548 $631K 0.04% -72 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,978 shares; 2024Q4: 2,979 shares; 2025Q1: 2,531 shares; 2025Q2: 2,145 shares; 2025Q3: 2,146 shares; 2025Q4: 2,147 shares; 2026Q1: 2,149 shares 2,149 $624K 0.04% +2 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: 6,777 shares; 2024Q4: 6,781 shares; 2025Q1: 7,509 shares; 2025Q2: 9,877 shares; 2025Q3: 14,470 shares; 2025Q4: 15,703 shares; 2026Q1: 15,621 shares 15,621 $616K 0.04% -82 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,247 shares; 2024Q4: 11,365 shares; 2025Q1: 26,593 shares; 2025Q2: 22,596 shares; 2025Q3: 27,175 shares; 2025Q4: 27,484 shares; 2026Q1: 26,369 shares 26,369 $613K 0.04% -1,115 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,055 shares; 2024Q4: 15,097 shares; 2025Q1: 16,539 shares; 2025Q2: 13,663 shares; 2025Q3: 12,513 shares; 2025Q4: 12,557 shares; 2026Q1: 12,601 shares 12,601 $609K 0.04% +44 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,881 shares; 2024Q4: 1,881 shares; 2025Q1: 1,881 shares; 2025Q2: 1,975 shares; 2025Q3: 2,418 shares; 2025Q4: 2,170 shares; 2026Q1: 2,170 shares 2,170 $606K 0.04% 0 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,459 shares; 2024Q4: 12,454 shares; 2025Q1: 13,028 shares; 2025Q2: 4,933 shares; 2025Q3: 8,220 shares; 2025Q4: 8,248 shares; 2026Q1: 8,676 shares 8,676 $602K 0.04% +428 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: 48,348 shares; 2024Q4: 44,603 shares; 2025Q1: 42,101 shares; 2025Q2: 18,637 shares; 2025Q3: 19,568 shares; 2025Q4: 19,348 shares; 2026Q1: 17,830 shares 17,830 $597K 0.04% -1,518 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,585 shares 8,585 $591K 0.04% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,437 shares; 2026Q1: 10,356 shares 10,356 $589K 0.04% -81 Timeline CSTM CONSTELLIUM SE More: the full row for CONSTELLIUM SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,853 shares 23,853 $586K 0.03% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,107 shares; 2024Q4: 10,168 shares; 2025Q1: 10,252 shares; 2025Q2: 6,349 shares; 2025Q3: 6,355 shares; 2025Q4: 6,056 shares; 2026Q1: 6,052 shares 6,052 $584K 0.03% -4 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,852 shares; 2024Q4: 11,525 shares; 2025Q1: 11,637 shares; 2025Q2: 4,515 shares; 2025Q3: 4,515 shares; 2025Q4: 4,515 shares; 2026Q1: 4,583 shares 4,583 $579K 0.03% +68 Timeline QSPT 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: 36,950 shares; 2024Q4: 36,950 shares; 2025Q1: 36,950 shares; 2025Q2: 33,124 shares; 2025Q3: 33,124 shares; 2025Q4: 33,124 shares; 2026Q1: 18,846 shares 18,846 $576K 0.03% -14,278 Timeline RSPT 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: 17,627 shares; 2024Q4: 12,475 shares; 2025Q1: 12,478 shares; 2025Q2: 12,480 shares; 2025Q3: 12,482 shares; 2025Q4: 12,483 shares; 2026Q1: 12,485 shares 12,485 $565K 0.03% +2 Timeline ATRO ASTRONICS CORP More: the full row for ASTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,422 shares 8,422 $562K 0.03% new Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,297 shares; 2024Q4: 3,132 shares; 2025Q1: 4,120 shares; 2025Q2: 3,276 shares; 2025Q3: 5,907 shares; 2025Q4: 5,857 shares; 2026Q1: 4,725 shares 4,725 $557K 0.03% -1,132 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,164 shares; 2024Q4: 16,564 shares; 2025Q1: 16,624 shares; 2025Q2: 8,461 shares; 2025Q3: 8,028 shares; 2025Q4: 7,942 shares; 2026Q1: 10,696 shares 10,696 $556K 0.03% +2,754 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,096 shares; 2024Q4: 15,847 shares; 2025Q1: 16,226 shares; 2025Q2: 6,857 shares; 2025Q3: 6,472 shares; 2025Q4: 6,077 shares; 2026Q1: 6,177 shares 6,177 $553K 0.03% +100 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,866 shares; 2025Q4: 19,126 shares; 2026Q1: 18,107 shares 18,107 $552K 0.03% -1,019 Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,571 shares; 2026Q1: 12,012 shares 12,012 $550K 0.03% +2,441 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,392 shares; 2024Q4: 8,457 shares; 2025Q1: 8,457 shares; 2025Q2: 6,737 shares; 2025Q3: 6,737 shares; 2025Q4: 6,419 shares; 2026Q1: 6,419 shares 6,419 $545K 0.03% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 583 shares; 2025Q4: 593 shares; 2026Q1: 563 shares 563 $542K 0.03% -30 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,400 shares; 2025Q3: 29,600 shares; 2025Q4: 29,400 shares; 2026Q1: 28,800 shares 28,800 $538K 0.03% -600 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,350 shares; 2024Q4: 6,375 shares; 2025Q1: 13,569 shares; 2025Q2: 5,914 shares; 2025Q3: 9,159 shares; 2025Q4: 9,189 shares; 2026Q1: 9,220 shares 9,220 $534K 0.03% +31 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: 11,977 shares; 2024Q4: 12,440 shares; 2025Q1: 12,440 shares; 2025Q2: 12,670 shares; 2025Q3: 10,728 shares; 2025Q4: 10,696 shares; 2026Q1: 10,885 shares 10,885 $532K 0.03% +189 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,303 shares; 2024Q4: 3,317 shares; 2025Q1: 3,785 shares; 2025Q2: 3,554 shares; 2025Q3: 3,305 shares; 2025Q4: 3,330 shares; 2026Q1: 3,330 shares 3,330 $531K 0.03% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,294 shares; 2024Q4: 5,231 shares; 2025Q1: 5,239 shares; 2025Q2: 1,839 shares; 2025Q3: 1,839 shares; 2025Q4: 1,839 shares; 2026Q1: 1,839 shares 1,839 $527K 0.03% 0 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,601 shares; 2024Q4: 2,643 shares; 2025Q1: 3,559 shares; 2025Q2: 3,492 shares; 2025Q3: 3,590 shares; 2025Q4: 3,836 shares; 2026Q1: 4,586 shares 4,586 $526K 0.03% +750 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: 22,555 shares; 2024Q4: 23,183 shares; 2025Q1: 32,775 shares; 2025Q2: 32,923 shares; 2025Q3: 31,552 shares; 2025Q4: 23,513 shares; 2026Q1: 27,290 shares 27,290 $526K 0.03% +3,777 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,561 shares; 2024Q4: 48,875 shares; 2025Q1: 55,304 shares; 2025Q2: 15,666 shares; 2025Q3: 19,859 shares; 2025Q4: 19,886 shares; 2026Q1: 19,912 shares 19,912 $520K 0.03% +26 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: 15,161 shares; 2024Q4: 15,701 shares; 2025Q1: 24,036 shares; 2025Q2: 12,293 shares; 2025Q3: 12,433 shares; 2025Q4: 11,647 shares; 2026Q1: 13,557 shares 13,557 $513K 0.03% +1,910 Timeline IBTP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,017 shares; 2025Q4: 9,137 shares; 2026Q1: 20,034 shares 20,034 $513K 0.03% +10,897 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,371 shares; 2024Q4: 8,103 shares; 2025Q1: 7,882 shares; 2025Q2: 4,365 shares; 2025Q3: 3,636 shares; 2025Q4: 3,335 shares; 2026Q1: 2,520 shares 2,520 $512K 0.03% -815 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,561 shares; 2024Q4: 13,098 shares; 2025Q1: 13,073 shares; 2025Q2: 6,103 shares; 2025Q3: 6,895 shares; 2025Q4: 6,914 shares; 2026Q1: 7,075 shares 7,075 $512K 0.03% +161 Timeline JPME 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: 7,237 shares; 2024Q4: 7,308 shares; 2025Q1: 4,889 shares; 2025Q2: 4,889 shares; 2025Q3: 4,889 shares; 2025Q4: 4,826 shares; 2026Q1: 4,475 shares 4,475 $512K 0.03% -351 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: 923 shares; 2024Q4: 958 shares; 2025Q1: 961 shares; 2025Q2: 1,563 shares; 2025Q3: 1,563 shares; 2025Q4: 1,684 shares; 2026Q1: 1,688 shares 1,688 $510K 0.03% +4 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,850 shares; 2024Q4: 11,850 shares; 2025Q1: 11,850 shares; 2025Q2: 11,850 shares; 2025Q3: 11,850 shares; 2025Q4: 11,850 shares; 2026Q1: 11,850 shares 11,850 $510K 0.03% 0 Timeline WLDN WILLDAN GROUP INC More: the full row for WILLDAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,523 shares; 2025Q4: 6,283 shares; 2026Q1: 6,636 shares 6,636 $508K 0.03% +353 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,333 shares; 2025Q2: 10,333 shares; 2025Q3: 10,333 shares; 2025Q4: 10,538 shares; 2026Q1: 10,538 shares 10,538 $505K 0.03% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,611 shares; 2024Q4: 13,668 shares; 2025Q1: 12,744 shares; 2025Q2: 6,596 shares; 2025Q3: 2,576 shares; 2025Q4: 2,545 shares; 2026Q1: 2,545 shares 2,545 $504K 0.03% 0 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,267 shares; 2025Q4: 8,697 shares; 2026Q1: 10,158 shares 10,158 $501K 0.03% +1,461 Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,083 shares 3,083 $496K 0.03% new 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: 2,048 shares; 2024Q4: 1,998 shares; 2025Q1: 1,282 shares; 2025Q2: 418 shares; 2025Q3: 438 shares; 2025Q4: 471 shares; 2026Q1: 568 shares 568 $495K 0.03% +97 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,711 shares; 2024Q4: 62,340 shares; 2025Q1: 46,717 shares; 2025Q2: 8,460 shares; 2025Q3: 6,631 shares; 2025Q4: 6,388 shares; 2026Q1: 6,559 shares 6,559 $494K 0.03% +171 Timeline AIR AAR CORP More: the full row for AAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,507 shares 4,507 $493K 0.03% new Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,000 shares; 2025Q1: 32,000 shares; 2025Q2: 137,000 shares; 2025Q3: 144,250 shares; 2025Q4: 145,895 shares; 2026Q1: 139,550 shares 139,550 $491K 0.03% -6,345 Timeline PARR PAR PAC HOLDINGS INC More: the full row for PAR PAC HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,821 shares; 2026Q1: 7,841 shares 7,841 $491K 0.03% +20 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,037 shares; 2024Q4: 12,976 shares; 2025Q1: 12,971 shares; 2025Q2: 11,471 shares; 2025Q3: 11,468 shares; 2025Q4: 11,410 shares; 2026Q1: 11,408 shares 11,408 $491K 0.03% -2 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,448 shares; 2025Q3: 13,413 shares; 2025Q4: 13,198 shares; 2026Q1: 14,434 shares 14,434 $488K 0.03% +1,236 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,163 shares; 2024Q4: 10,163 shares; 2025Q1: 10,163 shares; 2025Q2: 10,163 shares; 2025Q3: 10,163 shares; 2025Q4: 10,163 shares; 2026Q1: 10,163 shares 10,163 $487K 0.03% 0 Timeline DXPE DXP ENTERPRISES INC More: the full row for DXP ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,063 shares; 2025Q3: 7,127 shares; 2025Q4: 3,465 shares; 2026Q1: 3,465 shares 3,465 $484K 0.03% 0 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,556 shares; 2024Q4: 1,556 shares; 2025Q1: 1,514 shares; 2025Q2: 988 shares; 2025Q3: 1,048 shares; 2025Q4: 976 shares; 2026Q1: 976 shares 976 $482K 0.03% 0 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,869 shares; 2024Q4: 100,239 shares; 2025Q1: 31,345 shares; 2025Q2: 11,413 shares; 2025Q3: 10,943 shares; 2025Q4: 10,715 shares; 2026Q1: 10,754 shares 10,754 $482K 0.03% +39 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,953 shares; 2024Q4: 19,544 shares; 2025Q1: 20,324 shares; 2025Q2: 14,441 shares; 2025Q3: 14,847 shares; 2025Q4: 16,397 shares; 2026Q1: 16,403 shares 16,403 $475K 0.03% +6 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,990 shares; 2024Q4: 4,123 shares; 2025Q1: 3,106 shares; 2025Q2: 2,849 shares; 2025Q3: 3,019 shares; 2025Q4: 3,080 shares; 2026Q1: 3,094 shares 3,094 $472K 0.03% +14 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,460 shares 2,460 $472K 0.03% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,999 shares; 2025Q4: 4,742 shares; 2026Q1: 5,132 shares 5,132 $470K 0.03% +390 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,073 shares; 2024Q4: 7,076 shares; 2025Q1: 14,217 shares; 2025Q2: 9,741 shares; 2025Q3: 6,429 shares; 2025Q4: 5,508 shares; 2026Q1: 5,301 shares 5,301 $469K 0.03% -207 Timeline JAVA 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: 6,321 shares; 2024Q4: 7,763 shares; 2025Q1: 7,764 shares; 2025Q2: 7,156 shares; 2025Q3: 7,156 shares; 2025Q4: 5,906 shares; 2026Q1: 6,548 shares 6,548 $469K 0.03% +642 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,221 shares; 2024Q4: 5,593 shares; 2025Q1: 5,599 shares; 2025Q2: 3,211 shares; 2025Q3: 2,404 shares; 2025Q4: 2,487 shares; 2026Q1: 2,409 shares 2,409 $467K 0.03% -78 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,336 shares; 2024Q4: 25,021 shares; 2025Q1: 19,345 shares; 2025Q2: 17,196 shares; 2025Q3: 12,389 shares; 2025Q4: 11,655 shares; 2026Q1: 10,244 shares 10,244 $467K 0.03% -1,411 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,340 shares; 2024Q4: 3,307 shares; 2025Q1: 3,095 shares; 2025Q2: 3,042 shares; 2025Q3: 2,871 shares; 2025Q4: 2,810 shares; 2026Q1: 2,490 shares 2,490 $459K 0.03% -320 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,142 shares; 2024Q4: 8,142 shares; 2025Q1: 8,142 shares; 2025Q2: 8,142 shares; 2025Q3: 8,142 shares; 2025Q4: 8,142 shares; 2026Q1: 8,142 shares 8,142 $458K 0.03% 0 Timeline XSVM 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: 29,989 shares; 2024Q4: 16,313 shares; 2025Q1: 10,708 shares; 2025Q2: 10,486 shares; 2025Q3: 8,037 shares; 2025Q4: 8,223 shares; 2026Q1: 7,601 shares 7,601 $458K 0.03% -622 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,456 shares; 2025Q4: 13,123 shares; 2026Q1: 13,555 shares 13,555 $457K 0.03% +432 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: not reported; 2024Q4: not reported; 2025Q1: 1,822 shares; 2025Q2: 2,064 shares; 2025Q3: 2,065 shares; 2025Q4: 2,114 shares; 2026Q1: 2,081 shares 2,081 $455K 0.03% -33 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,079 shares; 2024Q4: 27,013 shares; 2025Q1: 25,435 shares; 2025Q2: 11,178 shares; 2025Q3: 11,043 shares; 2025Q4: 11,043 shares; 2026Q1: 11,043 shares 11,043 $453K 0.03% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,059 shares; 2024Q4: 2,195 shares; 2025Q1: 2,292 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,588 shares 1,588 $448K 0.03% new Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,441 shares; 2025Q3: 9,441 shares; 2025Q4: 6,871 shares; 2026Q1: 6,871 shares 6,871 $448K 0.03% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,592 shares; 2024Q4: 5,354 shares; 2025Q1: 5,356 shares; 2025Q2: 5,472 shares; 2025Q3: 5,499 shares; 2025Q4: 5,577 shares; 2026Q1: 5,851 shares 5,851 $447K 0.03% +274 Timeline BUL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,483 shares; 2026Q1: 8,227 shares 8,227 $444K 0.03% +1,744 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,765 shares; 2024Q4: 3,775 shares; 2025Q1: 3,787 shares; 2025Q2: 3,801 shares; 2025Q3: 3,816 shares; 2025Q4: 3,830 shares; 2026Q1: 3,977 shares 3,977 $443K 0.03% +147 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,286 shares; 2025Q3: 4,286 shares; 2025Q4: 4,756 shares; 2026Q1: 4,756 shares 4,756 $440K 0.03% 0 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,574 shares 6,574 $436K 0.03% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,989 shares; 2024Q4: 30,430 shares; 2025Q1: 27,952 shares; 2025Q2: 6,546 shares; 2025Q3: 6,448 shares; 2025Q4: 6,486 shares; 2026Q1: 6,489 shares 6,489 $428K 0.03% +3 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,322 shares; 2024Q4: 3,849 shares; 2025Q1: 3,842 shares; 2025Q2: 2,116 shares; 2025Q3: 2,090 shares; 2025Q4: 2,090 shares; 2026Q1: 2,051 shares 2,051 $428K 0.03% -39 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,538 shares; 2025Q1: 64,538 shares; 2025Q2: 19,549 shares; 2025Q3: 17,345 shares; 2025Q4: 16,715 shares; 2026Q1: 16,794 shares 16,794 $427K 0.03% +79 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: 4,951 shares; 2024Q4: 5,149 shares; 2025Q1: 5,148 shares; 2025Q2: 2,093 shares; 2025Q3: 2,349 shares; 2025Q4: 2,341 shares; 2026Q1: 2,321 shares 2,321 $421K 0.03% -20 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: 6,000 shares; 2024Q4: 6,156 shares; 2025Q1: 6,331 shares; 2025Q2: 6,705 shares; 2025Q3: 7,043 shares; 2025Q4: 7,070 shares; 2026Q1: 7,070 shares 7,070 $417K 0.02% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,886 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,133 shares 2,133 $416K 0.02% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,625 shares; 2024Q4: 5,626 shares; 2025Q1: 5,626 shares; 2025Q2: 4,749 shares; 2025Q3: 4,653 shares; 2025Q4: 4,068 shares; 2026Q1: 4,134 shares 4,134 $416K 0.02% +66 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: 9,196 shares; 2024Q4: 7,997 shares; 2025Q1: 7,143 shares; 2025Q2: 5,712 shares; 2025Q3: 5,580 shares; 2025Q4: 6,011 shares; 2026Q1: 5,945 shares 5,945 $414K 0.02% -66 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,411 shares 26,411 $413K 0.02% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,562 shares; 2024Q4: 17,584 shares; 2025Q1: 17,902 shares; 2025Q2: 5,978 shares; 2025Q3: 5,294 shares; 2025Q4: 5,315 shares; 2026Q1: 5,680 shares 5,680 $413K 0.02% +365 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,375 shares; 2024Q4: 7,623 shares; 2025Q1: 6,662 shares; 2025Q2: 3,561 shares; 2025Q3: 3,858 shares; 2025Q4: 3,753 shares; 2026Q1: 3,763 shares 3,763 $412K 0.02% +10 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,080 shares; 2024Q4: 19,545 shares; 2025Q1: 18,785 shares; 2025Q2: 5,147 shares; 2025Q3: 5,130 shares; 2025Q4: 5,130 shares; 2026Q1: 5,130 shares 5,130 $410K 0.02% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,458 shares; 2024Q4: 5,458 shares; 2025Q1: 5,458 shares; 2025Q2: 5,458 shares; 2025Q3: 4,273 shares; 2025Q4: 5,536 shares; 2026Q1: 5,540 shares 5,540 $405K 0.02% +4 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $401K 0.02% 0 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,174 shares; 2024Q4: 6,665 shares; 2025Q1: 6,665 shares; 2025Q2: 6,665 shares; 2025Q3: 6,665 shares; 2025Q4: 6,665 shares; 2026Q1: 6,665 shares 6,665 $400K 0.02% 0 Timeline HSCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,439 shares; 2024Q4: 13,937 shares; 2025Q1: 10,148 shares; 2025Q2: not reported; 2025Q3: 10,233 shares; 2025Q4: 10,106 shares; 2026Q1: 10,106 shares 10,106 $400K 0.02% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,877 shares; 2024Q4: 5,756 shares; 2025Q1: 5,663 shares; 2025Q2: 3,010 shares; 2025Q3: 1,163 shares; 2025Q4: 1,117 shares; 2026Q1: 1,117 shares 1,117 $397K 0.02% 0 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,371 shares; 2024Q4: 1,254 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,162 shares 1,162 $393K 0.02% new Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,853 shares; 2025Q1: 84,447 shares; 2025Q2: 11,193 shares; 2025Q3: 7,335 shares; 2025Q4: 7,335 shares; 2026Q1: 7,366 shares 7,366 $386K 0.02% +31 Timeline FLHY 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: 24,065 shares; 2024Q4: 15,529 shares; 2025Q1: 15,566 shares; 2025Q2: 15,628 shares; 2025Q3: 15,687 shares; 2025Q4: 15,768 shares; 2026Q1: 15,805 shares 15,805 $381K 0.02% +37 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,879 shares; 2024Q4: 9,887 shares; 2025Q1: 8,397 shares; 2025Q2: 6,230 shares; 2025Q3: 6,246 shares; 2025Q4: 6,132 shares; 2026Q1: 6,289 shares 6,289 $378K 0.02% +157 Timeline UTES 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: not reported; 2024Q4: not reported; 2025Q1: 3,122 shares; 2025Q2: 3,864 shares; 2025Q3: 3,991 shares; 2025Q4: 4,543 shares; 2026Q1: 4,671 shares 4,671 $373K 0.02% +128 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,145 shares; 2024Q4: 2,127 shares; 2025Q1: 2,588 shares; 2025Q2: 1,747 shares; 2025Q3: 1,771 shares; 2025Q4: 1,892 shares; 2026Q1: 1,875 shares 1,875 $371K 0.02% -17 Timeline QQQE 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: 2,799 shares; 2024Q4: 2,856 shares; 2025Q1: 2,856 shares; 2025Q2: 2,391 shares; 2025Q3: 2,222 shares; 2025Q4: 2,222 shares; 2026Q1: 3,725 shares 3,725 $367K 0.02% +1,503 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,976 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,698 shares; 2026Q1: 2,669 shares 2,669 $366K 0.02% +971 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,779 shares; 2024Q4: 3,782 shares; 2025Q1: 3,782 shares; 2025Q2: 3,530 shares; 2025Q3: 3,180 shares; 2025Q4: 3,030 shares; 2026Q1: 3,030 shares 3,030 $362K 0.02% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,207 shares; 2024Q4: 7,631 shares; 2025Q1: 6,864 shares; 2025Q2: 6,627 shares; 2025Q3: 5,773 shares; 2025Q4: 2,327 shares; 2026Q1: 1,686 shares 1,686 $354K 0.02% -641 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,012 shares; 2024Q4: 7,582 shares; 2025Q1: 7,582 shares; 2025Q2: 5,363 shares; 2025Q3: 5,363 shares; 2025Q4: 5,363 shares; 2026Q1: 5,363 shares 5,363 $354K 0.02% 0 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,225 shares; 2024Q4: 17,705 shares; 2025Q1: 47,230 shares; 2025Q2: 50,007 shares; 2025Q3: 46,642 shares; 2025Q4: 46,642 shares; 2026Q1: 41,642 shares 41,642 $354K 0.02% -5,000 Timeline RSPS 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: 42,102 shares; 2024Q4: 40,371 shares; 2025Q1: 29,020 shares; 2025Q2: 17,495 shares; 2025Q3: 16,745 shares; 2025Q4: 11,970 shares; 2026Q1: 11,970 shares 11,970 $353K 0.02% 0 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,864 shares; 2025Q1: 11,864 shares; 2025Q2: 11,816 shares; 2025Q3: 12,920 shares; 2025Q4: 6,443 shares; 2026Q1: 7,878 shares 7,878 $352K 0.02% +1,435 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,659 shares; 2024Q4: 1,500 shares; 2025Q1: 1,604 shares; 2025Q2: 1,075 shares; 2025Q3: 1,946 shares; 2025Q4: 1,786 shares; 2026Q1: 1,264 shares 1,264 $351K 0.02% -522 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,890 shares; 2024Q4: 2,302 shares; 2025Q1: 2,303 shares; 2025Q2: 2,540 shares; 2025Q3: 2,438 shares; 2025Q4: 2,439 shares; 2026Q1: 2,440 shares 2,440 $350K 0.02% +1 Timeline ONEY 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: 2,510 shares; 2024Q4: 2,520 shares; 2025Q1: 2,528 shares; 2025Q2: 4,260 shares; 2025Q3: 3,058 shares; 2025Q4: 2,974 shares; 2026Q1: 2,900 shares 2,900 $348K 0.02% -74 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: 18,954 shares; 2024Q4: 14,772 shares; 2025Q1: 14,772 shares; 2025Q2: 13,497 shares; 2025Q3: 13,494 shares; 2025Q4: 13,435 shares; 2026Q1: 13,433 shares 13,433 $347K 0.02% -2 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,410 shares 6,410 $345K 0.02% new Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,792 shares; 2024Q4: 10,620 shares; 2025Q1: 10,559 shares; 2025Q2: 9,143 shares; 2025Q3: 9,143 shares; 2025Q4: 9,143 shares; 2026Q1: 9,143 shares 9,143 $343K 0.02% 0 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,842 shares; 2024Q4: 8,685 shares; 2025Q1: 8,685 shares; 2025Q2: 5,906 shares; 2025Q3: 5,506 shares; 2025Q4: 5,506 shares; 2026Q1: 5,506 shares 5,506 $343K 0.02% 0 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,435 shares; 2026Q1: 6,797 shares 6,797 $343K 0.02% +362 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,795 shares; 2024Q4: 8,837 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,707 shares; 2025Q4: 8,141 shares; 2026Q1: 8,702 shares 8,702 $343K 0.02% +561 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,439 shares; 2025Q1: 49,920 shares; 2025Q2: 5,046 shares; 2025Q3: 4,682 shares; 2025Q4: 4,682 shares; 2026Q1: 4,700 shares 4,700 $342K 0.02% +18 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,935 shares; 2025Q1: 11,935 shares; 2025Q2: 8,860 shares; 2025Q3: 9,310 shares; 2025Q4: 9,310 shares; 2026Q1: 9,310 shares 9,310 $341K 0.02% 0 Timeline EPRT ESSENTIAL PPTYS RLTY TR INC More: the full row for ESSENTIAL PPTYS RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,395 shares; 2024Q4: 13,395 shares; 2025Q1: 13,395 shares; 2025Q2: 11,965 shares; 2025Q3: 11,965 shares; 2025Q4: 11,715 shares; 2026Q1: 11,225 shares 11,225 $340K 0.02% -490 Timeline PRFZ 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: 7,420 shares; 2024Q4: 7,420 shares; 2025Q1: 7,420 shares; 2025Q2: 7,420 shares; 2025Q3: 7,420 shares; 2025Q4: 7,420 shares; 2026Q1: 7,420 shares 7,420 $340K 0.02% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,707 shares; 2024Q4: 1,709 shares; 2025Q1: 1,711 shares; 2025Q2: 1,533 shares; 2025Q3: 1,521 shares; 2025Q4: 3,128 shares; 2026Q1: 3,118 shares 3,118 $339K 0.02% -10 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,167 shares; 2024Q4: 8,167 shares; 2025Q1: 8,167 shares; 2025Q2: 8,667 shares; 2025Q3: 8,312 shares; 2025Q4: 8,312 shares; 2026Q1: 7,764 shares 7,764 $338K 0.02% -548 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,925 shares; 2024Q4: 14,025 shares; 2025Q1: 14,375 shares; 2025Q2: 14,350 shares; 2025Q3: 6,650 shares; 2025Q4: 6,650 shares; 2026Q1: 6,650 shares 6,650 $335K 0.02% 0 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,757 shares; 2025Q3: 7,757 shares; 2025Q4: 5,157 shares; 2026Q1: 6,787 shares 6,787 $335K 0.02% +1,630 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,294 shares; 2024Q4: 10,730 shares; 2025Q1: 9,971 shares; 2025Q2: 5,785 shares; 2025Q3: 5,440 shares; 2025Q4: 4,733 shares; 2026Q1: 4,745 shares 4,745 $332K 0.02% +12 Timeline IHDG 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: 15,000 shares; 2024Q4: 15,285 shares; 2025Q1: 15,964 shares; 2025Q2: 6,589 shares; 2025Q3: 7,028 shares; 2025Q4: 7,011 shares; 2026Q1: 6,867 shares 6,867 $330K 0.02% -144 Timeline RCAT RED CAT HLDGS INC More: the full row for RED CAT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,299 shares; 2025Q4: 24,012 shares; 2026Q1: 25,011 shares 25,011 $327K 0.02% +999 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,945 shares; 2024Q4: 14,621 shares; 2025Q1: 14,624 shares; 2025Q2: 13,162 shares; 2025Q3: 13,598 shares; 2025Q4: 14,055 shares; 2026Q1: 14,357 shares 14,357 $326K 0.02% +302 Timeline EQAL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,831 shares; 2024Q4: 5,831 shares; 2025Q1: 5,831 shares; 2025Q2: 5,831 shares; 2025Q3: 5,831 shares; 2025Q4: 5,831 shares; 2026Q1: 5,831 shares 5,831 $321K 0.02% 0 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,006 shares; 2024Q4: 2,006 shares; 2025Q1: 2,006 shares; 2025Q2: 2,006 shares; 2025Q3: 2,006 shares; 2025Q4: 2,006 shares; 2026Q1: 2,006 shares 2,006 $318K 0.02% 0 Timeline EVMO MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,394 shares; 2025Q4: 6,163 shares; 2026Q1: 6,163 shares 6,163 $310K 0.02% 0 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,282 shares; 2024Q4: 20,979 shares; 2025Q1: 27,360 shares; 2025Q2: 26,422 shares; 2025Q3: 25,529 shares; 2025Q4: 20,564 shares; 2026Q1: 14,148 shares 14,148 $309K 0.02% -6,416 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,159 shares; 2025Q2: 2,096 shares; 2025Q3: 2,097 shares; 2025Q4: 2,080 shares; 2026Q1: 2,057 shares 2,057 $307K 0.02% -23 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,758 shares; 2024Q4: 2,759 shares; 2025Q1: 2,759 shares; 2025Q2: 2,759 shares; 2025Q3: 2,760 shares; 2025Q4: 2,272 shares; 2026Q1: 2,308 shares 2,308 $305K 0.02% +36 Timeline RFV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,523 shares; 2024Q4: 2,557 shares; 2025Q1: 2,562 shares; 2025Q2: 2,567 shares; 2025Q3: 2,369 shares; 2025Q4: 2,363 shares; 2026Q1: 2,353 shares 2,353 $305K 0.02% -10 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,426 shares; 2026Q1: 16,142 shares 16,142 $302K 0.02% +4,716 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,767 shares; 2024Q4: 19,713 shares; 2025Q1: 19,849 shares; 2025Q2: 5,721 shares; 2025Q3: 5,684 shares; 2025Q4: 4,981 shares; 2026Q1: 6,003 shares 6,003 $301K 0.02% +1,022 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 473 shares 473 $300K 0.02% 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: 5,803 shares; 2024Q4: 9,392 shares; 2025Q1: 9,096 shares; 2025Q2: 6,352 shares; 2025Q3: 5,137 shares; 2025Q4: 5,137 shares; 2026Q1: 5,309 shares 5,309 $300K 0.02% +172 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,870 shares; 2024Q4: 1,870 shares; 2025Q1: 1,870 shares; 2025Q2: 1,870 shares; 2025Q3: 1,870 shares; 2025Q4: 1,870 shares; 2026Q1: 1,870 shares 1,870 $299K 0.02% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,856 shares; 2025Q3: 1,603 shares; 2025Q4: 1,606 shares; 2026Q1: 1,725 shares 1,725 $298K 0.02% +119 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,122 shares; 2024Q4: 1,072 shares; 2025Q1: 1,172 shares; 2025Q2: 1,142 shares; 2025Q3: 1,133 shares; 2025Q4: 1,133 shares; 2026Q1: 1,097 shares 1,097 $298K 0.02% -36 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,853 shares; 2026Q1: 9,016 shares 9,016 $298K 0.02% -1,837 Timeline SCZM SANTACRUZ SILVER MNG LTD More: the full row for SANTACRUZ SILVER MNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,529 shares 34,529 $295K 0.02% new Timeline VRP 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: 11,533 shares; 2024Q4: 11,533 shares; 2025Q1: 11,533 shares; 2025Q2: 11,533 shares; 2025Q3: 12,223 shares; 2025Q4: 12,223 shares; 2026Q1: 12,223 shares 12,223 $293K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,940 shares 4,940 $290K 0.02% new Timeline IPKW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,994 shares; 2025Q4: 5,151 shares; 2026Q1: 5,164 shares 5,164 $290K 0.02% +13 Timeline PIZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,310 shares; 2025Q4: 5,864 shares; 2026Q1: 5,864 shares 5,864 $290K 0.02% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,281 shares; 2025Q4: 7,662 shares; 2026Q1: 4,598 shares 4,598 $288K 0.02% -3,064 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,023 shares; 2024Q4: 2,998 shares; 2025Q1: 2,806 shares; 2025Q2: 2,130 shares; 2025Q3: 1,984 shares; 2025Q4: 1,959 shares; 2026Q1: 1,959 shares 1,959 $287K 0.02% 0 Timeline DEUS 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: 5,541 shares; 2024Q4: 5,200 shares; 2025Q1: 5,670 shares; 2025Q2: 4,765 shares; 2025Q3: 4,765 shares; 2025Q4: 4,765 shares; 2026Q1: 4,765 shares 4,765 $285K 0.02% 0 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,302 shares 3,302 $284K 0.02% new Timeline UFIV RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,746 shares; 2024Q4: 33,629 shares; 2025Q1: 25,294 shares; 2025Q2: 22,928 shares; 2025Q3: 18,541 shares; 2025Q4: 14,446 shares; 2026Q1: 5,833 shares 5,833 $284K 0.02% -8,613 Timeline