BBUS 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: 127,674 shares; 2024Q4: 159,677 shares; 2025Q1: 295,440 shares; 2025Q2: 319,774 shares; 2025Q3: 337,120 shares; 2025Q4: 357,570 shares; 2026Q1: 396,641 shares 396,641 $46.5M 3.31% +39,071 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: 418,306 shares; 2024Q4: 1,642,174 shares; 2025Q1: 1,636,452 shares; 2025Q2: 1,636,557 shares; 2025Q3: 1,585,803 shares; 2025Q4: 1,556,145 shares; 2026Q1: 1,465,074 shares 1,465,074 $42.7M 3.04% -91,071 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: 636,153 shares; 2024Q4: 783,411 shares; 2025Q1: 833,877 shares; 2025Q2: 861,685 shares; 2025Q3: 745,141 shares; 2025Q4: 763,526 shares; 2026Q1: 796,523 shares 796,523 $37.5M 2.67% +32,997 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: 1,180,566 shares; 2024Q4: 1,228,906 shares; 2025Q1: 1,242,010 shares; 2025Q2: 1,254,553 shares; 2025Q3: 1,248,745 shares; 2025Q4: 1,280,050 shares; 2026Q1: 1,078,068 shares 1,078,068 $36.4M 2.59% -201,982 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: 124,473 shares; 2024Q4: 121,441 shares; 2025Q1: 123,671 shares; 2025Q2: 122,016 shares; 2025Q3: 121,208 shares; 2025Q4: 121,932 shares; 2026Q1: 124,738 shares 124,738 $31.7M 2.25% +2,806 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290,013 shares; 2024Q4: 302,414 shares; 2025Q1: 310,956 shares; 2025Q2: 282,988 shares; 2025Q3: 303,933 shares; 2025Q4: 307,164 shares; 2026Q1: 378,148 shares 378,148 $29.7M 2.12% +70,984 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 306,635 shares; 2024Q4: 923,003 shares; 2025Q1: 934,553 shares; 2025Q2: 943,657 shares; 2025Q3: 942,448 shares; 2025Q4: 934,474 shares; 2026Q1: 944,929 shares 944,929 $28.8M 2.05% +10,455 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,334 shares; 2024Q4: 151,301 shares; 2025Q1: 157,507 shares; 2025Q2: 156,710 shares; 2025Q3: 158,386 shares; 2025Q4: 154,311 shares; 2026Q1: 155,360 shares 155,360 $27.1M 1.93% +1,049 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: 251,941 shares; 2024Q4: 758,852 shares; 2025Q1: 779,311 shares; 2025Q2: 809,803 shares; 2025Q3: 787,647 shares; 2025Q4: 778,729 shares; 2026Q1: 827,290 shares 827,290 $25.4M 1.81% +48,561 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: 736,776 shares; 2024Q4: 505,404 shares; 2025Q1: 528,150 shares; 2025Q2: 510,193 shares; 2025Q3: 496,127 shares; 2025Q4: 486,927 shares; 2026Q1: 492,801 shares 492,801 $24.1M 1.72% +5,874 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 254,380 shares; 2024Q4: 419,350 shares; 2025Q1: 439,895 shares; 2025Q2: 451,595 shares; 2025Q3: 621,243 shares; 2025Q4: 680,326 shares; 2026Q1: 964,585 shares 964,585 $23.9M 1.7% +284,259 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 376,064 shares; 2024Q4: 802,581 shares; 2025Q1: 845,574 shares; 2025Q2: 861,612 shares; 2025Q3: 903,971 shares; 2025Q4: 951,629 shares; 2026Q1: 909,935 shares 909,935 $22.7M 1.61% -41,694 Timeline JIRE 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: 9,519 shares; 2024Q4: 197,879 shares; 2025Q1: 209,906 shares; 2025Q2: 214,776 shares; 2025Q3: 234,736 shares; 2025Q4: 255,404 shares; 2026Q1: 277,006 shares 277,006 $21M 1.49% +21,602 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: 106,441 shares; 2024Q4: 100,323 shares; 2025Q1: 106,362 shares; 2025Q2: 108,305 shares; 2025Q3: 96,523 shares; 2025Q4: 95,786 shares; 2026Q1: 96,745 shares 96,745 $20.8M 1.48% +959 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,417 shares; 2024Q4: 135,861 shares; 2025Q1: 142,962 shares; 2025Q2: 139,764 shares; 2025Q3: 280,418 shares; 2025Q4: 321,561 shares; 2026Q1: 348,235 shares 348,235 $20.3M 1.44% +26,674 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: 31,939 shares; 2024Q4: 33,165 shares; 2025Q1: 33,783 shares; 2025Q2: 34,717 shares; 2025Q3: 34,772 shares; 2025Q4: 34,679 shares; 2026Q1: 34,600 shares 34,600 $20M 1.42% -79 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: 48,728 shares; 2024Q4: 47,915 shares; 2025Q1: 47,261 shares; 2025Q2: 47,058 shares; 2025Q3: 46,979 shares; 2025Q4: 46,660 shares; 2026Q1: 46,450 shares 46,450 $19.8M 1.41% -210 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 266,889 shares; 2024Q4: 801,083 shares; 2025Q1: 805,334 shares; 2025Q2: 814,190 shares; 2025Q3: 809,927 shares; 2025Q4: 797,963 shares; 2026Q1: 777,734 shares 777,734 $19.5M 1.39% -20,229 Timeline BBAG 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: 20,766 shares; 2025Q2: 24,526 shares; 2025Q3: 199,877 shares; 2025Q4: 211,243 shares; 2026Q1: 406,376 shares 406,376 $18.8M 1.33% +195,133 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: 155,877 shares; 2024Q4: 99,283 shares; 2025Q1: 98,599 shares; 2025Q2: 96,755 shares; 2025Q3: 93,245 shares; 2025Q4: 90,673 shares; 2026Q1: 97,247 shares 97,247 $18.7M 1.33% +6,574 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: 182,263 shares; 2024Q4: 547,730 shares; 2025Q1: 561,241 shares; 2025Q2: 564,097 shares; 2025Q3: 565,223 shares; 2025Q4: 574,083 shares; 2026Q1: 615,116 shares 615,116 $17.1M 1.22% +41,033 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,369 shares; 2024Q4: 155,433 shares; 2025Q1: 167,330 shares; 2025Q2: 173,036 shares; 2025Q3: 179,856 shares; 2025Q4: 184,843 shares; 2026Q1: 195,610 shares 195,610 $16.5M 1.18% +10,767 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,828 shares; 2024Q4: 332,828 shares; 2025Q1: 428,642 shares; 2025Q2: 442,237 shares; 2025Q3: 449,945 shares; 2025Q4: 459,169 shares; 2026Q1: 483,136 shares 483,136 $15.6M 1.11% +23,967 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: 35,186 shares; 2024Q4: 35,124 shares; 2025Q1: 35,415 shares; 2025Q2: 35,293 shares; 2025Q3: 36,760 shares; 2025Q4: 41,207 shares; 2026Q1: 41,767 shares 41,767 $15.5M 1.1% +560 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: 295,388 shares; 2024Q4: 321,819 shares; 2025Q1: 308,358 shares; 2025Q2: 297,241 shares; 2025Q3: 304,484 shares; 2025Q4: 269,489 shares; 2026Q1: 266,791 shares 266,791 $15.1M 1.08% -2,698 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: 67,537 shares; 2024Q4: 67,810 shares; 2025Q1: 68,237 shares; 2025Q2: 70,111 shares; 2025Q3: 69,035 shares; 2025Q4: 67,795 shares; 2026Q1: 69,591 shares 69,591 $15.1M 1.08% +1,796 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: 81,949 shares; 2024Q4: 87,060 shares; 2025Q1: 165,813 shares; 2025Q2: 245,906 shares; 2025Q3: 264,591 shares; 2025Q4: 295,311 shares; 2026Q1: 326,486 shares 326,486 $15M 1.07% +31,175 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: 528,755 shares; 2024Q4: 534,861 shares; 2025Q1: 548,436 shares; 2025Q2: 567,614 shares; 2025Q3: 481,460 shares; 2025Q4: 467,114 shares; 2026Q1: 272,546 shares 272,546 $13.5M 0.96% -194,568 Timeline LOUP 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: 191,245 shares; 2024Q4: 193,907 shares; 2025Q1: 198,851 shares; 2025Q2: 198,886 shares; 2025Q3: 195,886 shares; 2025Q4: 183,431 shares; 2026Q1: 189,302 shares 189,302 $13M 0.93% +5,871 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: 55,570 shares; 2024Q4: 57,758 shares; 2025Q1: 60,257 shares; 2025Q2: 60,588 shares; 2025Q3: 60,444 shares; 2025Q4: 60,821 shares; 2026Q1: 60,854 shares 60,854 $12.7M 0.9% +33 Timeline SFLO 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: 55,979 shares; 2024Q4: 123,008 shares; 2025Q1: 308,348 shares; 2025Q2: 488,931 shares; 2025Q3: 389,867 shares; 2025Q4: 413,720 shares; 2026Q1: 412,055 shares 412,055 $12.4M 0.88% -1,665 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217,682 shares; 2024Q4: 435,482 shares; 2025Q1: 433,479 shares; 2025Q2: 416,828 shares; 2025Q3: 403,051 shares; 2025Q4: 397,930 shares; 2026Q1: 404,904 shares 404,904 $11.8M 0.84% +6,974 Timeline JTEK 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: 56,854 shares; 2024Q4: 106,022 shares; 2025Q1: 123,529 shares; 2025Q2: 127,414 shares; 2025Q3: 132,051 shares; 2025Q4: 139,971 shares; 2026Q1: 146,533 shares 146,533 $11.7M 0.83% +6,562 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,347 shares; 2025Q1: 2,374 shares; 2025Q2: 4,787 shares; 2025Q3: 33,742 shares; 2025Q4: 40,437 shares; 2026Q1: 48,721 shares 48,721 $11.6M 0.82% +8,284 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: 231,547 shares; 2024Q4: 225,870 shares; 2025Q1: 204,649 shares; 2025Q2: 122,516 shares; 2025Q3: 113,555 shares; 2025Q4: 115,395 shares; 2026Q1: 143,949 shares 143,949 $11M 0.78% +28,554 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: 24,271 shares; 2024Q4: 23,630 shares; 2025Q1: 23,914 shares; 2025Q2: 24,471 shares; 2025Q3: 23,819 shares; 2025Q4: 23,352 shares; 2026Q1: 22,587 shares 22,587 $10.8M 0.77% -765 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,148 shares; 2024Q4: 47,150 shares; 2025Q1: 47,154 shares; 2025Q2: 47,156 shares; 2025Q3: 47,144 shares; 2025Q4: 47,793 shares; 2026Q1: 47,810 shares 47,810 $10.2M 0.73% +17 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,847 shares; 2024Q4: 55,850 shares; 2025Q1: 57,817 shares; 2025Q2: 58,062 shares; 2025Q3: 57,406 shares; 2025Q4: 57,584 shares; 2026Q1: 60,161 shares 60,161 $10.2M 0.72% +2,577 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: 29,831 shares; 2024Q4: 23,603 shares; 2025Q1: 118,550 shares; 2025Q2: 174,264 shares; 2025Q3: 183,880 shares; 2025Q4: 192,874 shares; 2026Q1: 197,454 shares 197,454 $9.99M 0.71% +4,580 Timeline UAPR 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: 295,547 shares; 2024Q4: 285,354 shares; 2025Q1: 282,955 shares; 2025Q2: 280,583 shares; 2025Q3: 280,391 shares; 2025Q4: 275,737 shares; 2026Q1: 274,271 shares 274,271 $9.15M 0.65% -1,466 Timeline JMEE 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: 88,812 shares; 2025Q2: 98,232 shares; 2025Q3: 113,990 shares; 2025Q4: 118,511 shares; 2026Q1: 127,984 shares 127,984 $8.55M 0.61% +9,473 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,401 shares; 2024Q4: 18,894 shares; 2025Q1: 26,115 shares; 2025Q2: 26,507 shares; 2025Q3: 25,230 shares; 2025Q4: 37,344 shares; 2026Q1: 37,736 shares 37,736 $7.97M 0.57% +392 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: 97,874 shares; 2024Q4: 100,541 shares; 2025Q1: 104,910 shares; 2025Q2: 112,199 shares; 2025Q3: 117,724 shares; 2025Q4: 122,834 shares; 2026Q1: 124,121 shares 124,121 $7.95M 0.57% +1,287 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,387 shares; 2024Q4: 132,387 shares; 2025Q1: 132,392 shares; 2025Q2: 133,113 shares; 2025Q3: 133,113 shares; 2025Q4: 133,123 shares; 2026Q1: 133,113 shares 133,113 $7.87M 0.56% -10 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 45,225 shares; 2025Q4: 62,504 shares; 2026Q1: 101,578 shares 101,578 $7.68M 0.55% +39,074 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: 109,579 shares; 2024Q4: 114,600 shares; 2025Q1: 75,141 shares; 2025Q2: 71,208 shares; 2025Q3: 60,547 shares; 2025Q4: 43,060 shares; 2026Q1: 39,559 shares 39,559 $7.59M 0.54% -3,501 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: 42,832 shares; 2024Q4: 53,534 shares; 2025Q1: 50,485 shares; 2025Q2: 51,251 shares; 2025Q3: 50,681 shares; 2025Q4: 51,245 shares; 2026Q1: 51,143 shares 51,143 $7.48M 0.53% -102 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,400 shares; 2024Q4: 85,104 shares; 2025Q1: 84,173 shares; 2025Q2: 81,009 shares; 2025Q3: 76,838 shares; 2025Q4: 76,215 shares; 2026Q1: 76,557 shares 76,557 $7.4M 0.53% +342 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: 68,332 shares; 2024Q4: 69,611 shares; 2025Q1: 69,392 shares; 2025Q2: 69,213 shares; 2025Q3: 68,152 shares; 2025Q4: 68,272 shares; 2026Q1: 68,449 shares 68,449 $7.26M 0.52% +177 Timeline PAPR 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: 242,598 shares; 2024Q4: 227,695 shares; 2025Q1: 220,455 shares; 2025Q2: 217,110 shares; 2025Q3: 208,554 shares; 2025Q4: 202,031 shares; 2026Q1: 182,132 shares 182,132 $7.25M 0.52% -19,899 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: 22,614 shares; 2024Q4: 22,567 shares; 2025Q1: 23,584 shares; 2025Q2: 24,191 shares; 2025Q3: 23,945 shares; 2025Q4: 24,407 shares; 2026Q1: 24,911 shares 24,911 $7.16M 0.51% +504 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: 29,476 shares; 2024Q4: 28,860 shares; 2025Q1: 29,312 shares; 2025Q2: 29,076 shares; 2025Q3: 29,066 shares; 2025Q4: 28,872 shares; 2026Q1: 29,478 shares 29,478 $6.97M 0.5% +606 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: 21,715 shares; 2024Q4: 21,484 shares; 2025Q1: 21,431 shares; 2025Q2: 21,554 shares; 2025Q3: 22,182 shares; 2025Q4: 21,862 shares; 2026Q1: 22,266 shares 22,266 $6.89M 0.49% +404 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,992 shares; 2024Q4: 78,802 shares; 2025Q1: 80,413 shares; 2025Q2: 67,490 shares; 2025Q3: 61,091 shares; 2025Q4: 61,239 shares; 2026Q1: 60,442 shares 60,442 $6.84M 0.49% -797 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: 36,504 shares; 2024Q4: 34,504 shares; 2025Q1: 34,557 shares; 2025Q2: 34,793 shares; 2025Q3: 35,447 shares; 2025Q4: 35,606 shares; 2026Q1: 169,022 shares 169,022 $6.79M 0.48% +133,416 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: 5,529 shares; 2024Q4: 6,037 shares; 2025Q1: 6,840 shares; 2025Q2: 7,871 shares; 2025Q3: 8,277 shares; 2025Q4: 10,211 shares; 2026Q1: 10,485 shares 10,485 $6.27M 0.45% +274 Timeline BWB BRIDGEWATER BANCSHARES INC More: the full row for BRIDGEWATER BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 364,670 shares; 2024Q4: 355,341 shares; 2025Q1: 357,516 shares; 2025Q2: 355,766 shares; 2025Q3: 352,391 shares; 2025Q4: 350,391 shares; 2026Q1: 351,865 shares 351,865 $6.23M 0.44% +1,474 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,263 shares; 2024Q4: 63,878 shares; 2025Q1: 65,603 shares; 2025Q2: 62,518 shares; 2025Q3: 60,489 shares; 2025Q4: 51,480 shares; 2026Q1: 50,219 shares 50,219 $6.06M 0.43% -1,261 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: 1,452 shares; 2024Q4: 1,457 shares; 2025Q1: 1,478 shares; 2025Q2: 1,464 shares; 2025Q3: 23,369 shares; 2025Q4: 24,013 shares; 2026Q1: 24,460 shares 24,460 $5.87M 0.42% +447 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,846 shares; 2024Q4: 44,286 shares; 2025Q1: 45,443 shares; 2025Q2: 45,375 shares; 2025Q3: 40,148 shares; 2025Q4: 40,331 shares; 2026Q1: 40,302 shares 40,302 $5.85M 0.42% -29 Timeline IPO RENAISSANCE CAP GREENWICH FD More: the full row for RENAISSANCE CAP GREENWICH FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,726 shares; 2024Q4: 130,657 shares; 2025Q1: 137,380 shares; 2025Q2: 136,647 shares; 2025Q3: 136,496 shares; 2025Q4: 135,498 shares; 2026Q1: 138,328 shares 138,328 $5.79M 0.41% +2,830 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: 7,490 shares; 2024Q4: 8,818 shares; 2025Q1: 11,793 shares; 2025Q2: 13,034 shares; 2025Q3: 13,936 shares; 2025Q4: 14,335 shares; 2026Q1: 15,275 shares 15,275 $5.68M 0.4% +940 Timeline SAA 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: 260,000 shares; 2024Q4: 245,000 shares; 2025Q1: 245,000 shares; 2025Q2: 245,000 shares; 2025Q3: 245,000 shares; 2025Q4: 205,000 shares; 2026Q1: 205,000 shares 205,000 $5.52M 0.39% 0 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: 4,614 shares; 2024Q4: 5,593 shares; 2025Q1: 6,246 shares; 2025Q2: 6,074 shares; 2025Q3: 6,038 shares; 2025Q4: 6,752 shares; 2026Q1: 7,867 shares 7,867 $5.12M 0.36% +1,115 Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,054 shares; 2024Q4: 97,786 shares; 2025Q1: 97,544 shares; 2025Q2: 99,949 shares; 2025Q3: 96,192 shares; 2025Q4: 94,306 shares; 2026Q1: 93,595 shares 93,595 $5.11M 0.36% -711 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: 23,430 shares; 2024Q4: 22,892 shares; 2025Q1: 23,026 shares; 2025Q2: 22,640 shares; 2025Q3: 23,145 shares; 2025Q4: 23,174 shares; 2026Q1: 23,282 shares 23,282 $5.06M 0.36% +108 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,703 shares; 2024Q4: 13,027 shares; 2025Q1: 13,499 shares; 2025Q2: 15,619 shares; 2025Q3: 16,530 shares; 2025Q4: 16,831 shares; 2026Q1: 16,880 shares 16,880 $4.97M 0.35% +49 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: 13,533 shares; 2024Q4: 13,490 shares; 2025Q1: 13,399 shares; 2025Q2: 13,476 shares; 2025Q3: 15,175 shares; 2025Q4: 15,645 shares; 2026Q1: 17,070 shares 17,070 $4.9M 0.35% +1,425 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,050 shares; 2024Q4: 140,827 shares; 2025Q1: 139,496 shares; 2025Q2: 137,984 shares; 2025Q3: 137,863 shares; 2025Q4: 134,097 shares; 2026Q1: 133,484 shares 133,484 $4.84M 0.34% -613 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,621 shares; 2024Q4: 219,751 shares; 2025Q1: 224,349 shares; 2025Q2: 218,331 shares; 2025Q3: 215,027 shares; 2025Q4: 210,759 shares; 2026Q1: 203,088 shares 203,088 $4.72M 0.34% -7,671 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: 16,396 shares; 2024Q4: 16,210 shares; 2025Q1: 16,234 shares; 2025Q2: 17,502 shares; 2025Q3: 19,266 shares; 2025Q4: 17,993 shares; 2026Q1: 17,336 shares 17,336 $4.69M 0.33% -657 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: 53,300 shares; 2024Q4: 52,000 shares; 2025Q1: 51,949 shares; 2025Q2: 52,057 shares; 2025Q3: 50,763 shares; 2025Q4: 49,464 shares; 2026Q1: 47,643 shares 47,643 $4.42M 0.31% -1,821 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: 26,098 shares; 2024Q4: 35,305 shares; 2025Q1: 35,268 shares; 2025Q2: 34,851 shares; 2025Q3: 32,330 shares; 2025Q4: 29,330 shares; 2026Q1: 28,752 shares 28,752 $4.35M 0.31% -578 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,422 shares; 2024Q4: 153,435 shares; 2025Q1: 155,954 shares; 2025Q2: 123,929 shares; 2025Q3: 88,435 shares; 2025Q4: 89,139 shares; 2026Q1: 91,364 shares 91,364 $4.22M 0.3% +2,225 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: 11,226 shares; 2024Q4: 11,216 shares; 2025Q1: 11,135 shares; 2025Q2: 9,576 shares; 2025Q3: 10,174 shares; 2025Q4: 9,895 shares; 2026Q1: 9,648 shares 9,648 $4.21M 0.3% -247 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 131,010 shares 131,010 $4.21M 0.3% new Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,740 shares; 2025Q2: 94,644 shares; 2025Q3: 90,107 shares; 2025Q4: 89,385 shares; 2026Q1: 91,087 shares 91,087 $4.18M 0.3% +1,702 Timeline EAPR 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: 148,362 shares; 2024Q4: 146,776 shares; 2025Q1: 146,505 shares; 2025Q2: 144,489 shares; 2025Q3: 143,931 shares; 2025Q4: 137,955 shares; 2026Q1: 137,329 shares 137,329 $4.1M 0.29% -626 Timeline ACWX ISHARES 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: 57,922 shares 57,922 $3.97M 0.28% new Timeline GFLW VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,811 shares; 2025Q2: 81,184 shares; 2025Q3: 98,199 shares; 2025Q4: 147,942 shares; 2026Q1: 150,057 shares 150,057 $3.95M 0.28% +2,115 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,046 shares; 2024Q4: 11,894 shares; 2025Q1: 11,688 shares; 2025Q2: 11,689 shares; 2025Q3: 11,678 shares; 2025Q4: 11,677 shares; 2026Q1: 11,728 shares 11,728 $3.68M 0.26% +51 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,150 shares; 2025Q2: 50,990 shares; 2025Q3: 69,360 shares; 2025Q4: 120,855 shares; 2026Q1: 124,585 shares 124,585 $3.66M 0.26% +3,730 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,826 shares; 2024Q4: 45,562 shares; 2025Q1: 44,819 shares; 2025Q2: 41,996 shares; 2025Q3: 36,298 shares; 2025Q4: 37,392 shares; 2026Q1: 36,831 shares 36,831 $3.66M 0.26% -561 Timeline MGV 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: 23,615 shares; 2024Q4: 24,816 shares; 2025Q1: 24,957 shares; 2025Q2: 24,710 shares; 2025Q3: 24,734 shares; 2025Q4: 24,981 shares; 2026Q1: 25,136 shares 25,136 $3.64M 0.26% +155 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,883 shares; 2024Q4: 42,966 shares; 2025Q1: 53,040 shares; 2025Q2: 65,490 shares; 2025Q3: 76,402 shares; 2025Q4: 85,155 shares; 2026Q1: 134,794 shares 134,794 $3.62M 0.26% +49,639 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: 158,934 shares; 2024Q4: 198,576 shares; 2025Q1: 216,570 shares; 2025Q2: 223,689 shares; 2025Q3: 131,578 shares; 2025Q4: 69,263 shares; 2026Q1: 64,619 shares 64,619 $3.59M 0.26% -4,644 Timeline MODL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,476 shares; 2024Q4: 40,638 shares; 2025Q1: 54,520 shares; 2025Q2: 64,710 shares; 2025Q3: 71,742 shares; 2025Q4: 80,136 shares; 2026Q1: 79,751 shares 79,751 $3.56M 0.25% -385 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: 17,684 shares; 2025Q1: 17,895 shares; 2025Q2: 17,751 shares; 2025Q3: 17,282 shares; 2025Q4: 16,900 shares; 2026Q1: 15,998 shares 15,998 $3.42M 0.24% -902 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,001 shares; 2024Q4: 32,056 shares; 2025Q1: 35,775 shares; 2025Q2: 38,399 shares; 2025Q3: 38,525 shares; 2025Q4: 37,850 shares; 2026Q1: 37,875 shares 37,875 $3.36M 0.24% +25 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: 52,163 shares; 2024Q4: 67,864 shares; 2025Q1: 76,440 shares; 2025Q2: 79,626 shares; 2025Q3: 77,180 shares; 2025Q4: 82,920 shares; 2026Q1: 83,732 shares 83,732 $3.31M 0.24% +812 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: 23,792 shares; 2024Q4: 23,644 shares; 2025Q1: 24,087 shares; 2025Q2: 24,439 shares; 2025Q3: 24,529 shares; 2025Q4: 24,762 shares; 2026Q1: 26,160 shares 26,160 $3.25M 0.23% +1,398 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,988 shares; 2024Q4: 94,703 shares; 2025Q1: 96,900 shares; 2025Q2: 98,261 shares; 2025Q3: 81,375 shares; 2025Q4: 82,345 shares; 2026Q1: 82,341 shares 82,341 $3.23M 0.23% -4 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,057 shares; 2024Q4: 2,482 shares; 2025Q1: 3,457 shares; 2025Q2: 3,738 shares; 2025Q3: 4,129 shares; 2025Q4: 4,236 shares; 2026Q1: 4,592 shares 4,592 $3.2M 0.23% +356 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: 8,172 shares; 2024Q4: 9,175 shares; 2025Q1: 8,652 shares; 2025Q2: 9,142 shares; 2025Q3: 9,216 shares; 2025Q4: 13,738 shares; 2026Q1: 50,091 shares 50,091 $3.2M 0.23% +36,353 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,174 shares; 2025Q3: 88,708 shares; 2025Q4: 93,028 shares; 2026Q1: 96,290 shares 96,290 $3.17M 0.23% +3,262 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,690 shares; 2024Q4: 34,375 shares; 2025Q1: 34,135 shares; 2025Q2: 33,755 shares; 2025Q3: 33,594 shares; 2025Q4: 33,548 shares; 2026Q1: 33,317 shares 33,317 $3.15M 0.22% -231 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: 2,758 shares; 2024Q4: 2,760 shares; 2025Q1: 2,777 shares; 2025Q2: 2,979 shares; 2025Q3: 3,000 shares; 2025Q4: 3,075 shares; 2026Q1: 3,105 shares 3,105 $3.09M 0.22% +30 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: 133,097 shares; 2024Q4: 134,749 shares; 2025Q1: 97,436 shares; 2025Q2: 96,822 shares; 2025Q3: 50,980 shares; 2025Q4: 37,837 shares; 2026Q1: 33,228 shares 33,228 $3.08M 0.22% -4,609 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: 2,655 shares; 2024Q4: 3,133 shares; 2025Q1: 3,767 shares; 2025Q2: 4,275 shares; 2025Q3: 5,460 shares; 2025Q4: 5,343 shares; 2026Q1: 5,358 shares 5,358 $3.07M 0.22% +15 Timeline IAPR 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: 102,998 shares; 2024Q4: 101,830 shares; 2025Q1: 101,364 shares; 2025Q2: 100,541 shares; 2025Q3: 100,199 shares; 2025Q4: 97,856 shares; 2026Q1: 96,760 shares 96,760 $3.06M 0.22% -1,096 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,952 shares; 2025Q4: 32,068 shares; 2026Q1: 37,060 shares 37,060 $2.99M 0.21% +4,992 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,665 shares; 2026Q1: 60,005 shares 60,005 $2.97M 0.21% +8,340 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,974 shares; 2024Q4: 89,531 shares; 2025Q1: 75,675 shares; 2025Q2: 110,250 shares; 2025Q3: 79,808 shares; 2025Q4: 75,580 shares; 2026Q1: 39,894 shares 39,894 $2.97M 0.21% -35,686 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: 57,235 shares; 2024Q4: 56,968 shares; 2025Q1: 56,461 shares; 2025Q2: 55,496 shares; 2025Q3: 56,239 shares; 2025Q4: 55,139 shares; 2026Q1: 55,933 shares 55,933 $2.91M 0.21% +794 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: 17,384 shares; 2025Q1: 18,061 shares; 2025Q2: 18,155 shares; 2025Q3: 16,976 shares; 2025Q4: 24,243 shares; 2026Q1: 25,558 shares 25,558 $2.87M 0.2% +1,315 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: 23,807 shares; 2024Q4: 23,428 shares; 2025Q1: 23,228 shares; 2025Q2: 23,170 shares; 2025Q3: 22,647 shares; 2025Q4: 22,755 shares; 2026Q1: 22,682 shares 22,682 $2.82M 0.2% -73 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 78,196 shares; 2025Q3: 73,733 shares; 2025Q4: 75,076 shares; 2026Q1: 77,060 shares 77,060 $2.79M 0.2% +1,984 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: 78,168 shares; 2024Q4: 76,181 shares; 2025Q1: 77,881 shares; 2025Q2: 77,881 shares; 2025Q3: 78,159 shares; 2025Q4: 78,193 shares; 2026Q1: 82,193 shares 82,193 $2.74M 0.2% +4,000 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: 30,011 shares; 2024Q4: 90,417 shares; 2025Q1: 91,476 shares; 2025Q2: 91,506 shares; 2025Q3: 90,828 shares; 2025Q4: 87,763 shares; 2026Q1: 87,027 shares 87,027 $2.69M 0.19% -736 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,778 shares; 2024Q4: 4,553 shares; 2025Q1: 112,820 shares; 2025Q2: 105,465 shares; 2025Q3: 100,691 shares; 2025Q4: 96,970 shares; 2026Q1: 49,920 shares 49,920 $2.66M 0.19% -47,050 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,027 shares; 2024Q4: 85,894 shares; 2025Q1: 69,024 shares; 2025Q2: 68,285 shares; 2025Q3: 59,924 shares; 2025Q4: 59,521 shares; 2026Q1: 56,257 shares 56,257 $2.66M 0.19% -3,264 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: 30,453 shares; 2024Q4: 30,277 shares; 2025Q1: 30,420 shares; 2025Q2: 29,611 shares; 2025Q3: 33,804 shares; 2025Q4: 33,931 shares; 2026Q1: 33,411 shares 33,411 $2.66M 0.19% -520 Timeline PBFR PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 91,006 shares 91,006 $2.64M 0.19% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,789 shares; 2024Q4: 14,638 shares; 2025Q1: 14,999 shares; 2025Q2: 13,007 shares; 2025Q3: 12,932 shares; 2025Q4: 12,877 shares; 2026Q1: 13,331 shares 13,331 $2.62M 0.19% +454 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,881 shares; 2025Q4: 21,032 shares; 2026Q1: 36,683 shares 36,683 $2.6M 0.18% +15,651 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,535 shares; 2024Q4: 31,899 shares; 2025Q1: 28,575 shares; 2025Q2: 27,860 shares; 2025Q3: 26,136 shares; 2025Q4: 26,105 shares; 2026Q1: 27,001 shares 27,001 $2.56M 0.18% +896 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,111 shares; 2024Q4: 11,355 shares; 2025Q1: 11,169 shares; 2025Q2: 11,512 shares; 2025Q3: 12,132 shares; 2025Q4: 12,656 shares; 2026Q1: 110,338 shares 110,338 $2.53M 0.18% +97,682 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,709 shares; 2024Q4: 114,709 shares; 2025Q1: 114,241 shares; 2025Q2: 113,609 shares; 2025Q3: 113,609 shares; 2025Q4: 113,164 shares; 2026Q1: 113,169 shares 113,169 $2.5M 0.18% +5 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: 6,221 shares; 2024Q4: 6,393 shares; 2025Q1: 7,485 shares; 2025Q2: 7,578 shares; 2025Q3: 7,513 shares; 2025Q4: 7,576 shares; 2026Q1: 7,760 shares 7,760 $2.49M 0.18% +184 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,717 shares; 2024Q4: 27,244 shares; 2025Q1: 27,321 shares; 2025Q2: 27,486 shares; 2025Q3: 30,774 shares; 2025Q4: 30,857 shares; 2026Q1: 31,113 shares 31,113 $2.47M 0.18% +256 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: 38,312 shares; 2024Q4: 37,160 shares; 2025Q1: 36,891 shares; 2025Q2: 36,355 shares; 2025Q3: 34,470 shares; 2025Q4: 33,249 shares; 2026Q1: 33,642 shares 33,642 $2.46M 0.18% +393 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: 7,467 shares; 2024Q4: 7,499 shares; 2025Q1: 7,629 shares; 2025Q2: 7,637 shares; 2025Q3: 7,971 shares; 2025Q4: 7,771 shares; 2026Q1: 7,934 shares 7,934 $2.4M 0.17% +163 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: 16,733 shares; 2024Q4: 16,602 shares; 2025Q1: 16,449 shares; 2025Q2: 16,269 shares; 2025Q3: 16,460 shares; 2025Q4: 16,251 shares; 2026Q1: 16,163 shares 16,163 $2.39M 0.17% -88 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,557 shares; 2024Q4: 12,552 shares; 2025Q1: 12,556 shares; 2025Q2: 12,507 shares; 2025Q3: 12,478 shares; 2025Q4: 12,478 shares; 2026Q1: 12,588 shares 12,588 $2.39M 0.17% +110 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,899 shares; 2024Q4: 34,736 shares; 2025Q1: 37,824 shares; 2025Q2: 38,957 shares; 2025Q3: 40,745 shares; 2025Q4: 43,636 shares; 2026Q1: 50,720 shares 50,720 $2.37M 0.17% +7,084 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: 80,141 shares; 2024Q4: 72,391 shares; 2025Q1: 74,373 shares; 2025Q2: 70,727 shares; 2025Q3: 65,842 shares; 2025Q4: 64,106 shares; 2026Q1: 58,738 shares 58,738 $2.36M 0.17% -5,368 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: 12,349 shares; 2024Q4: 18,049 shares; 2025Q1: 18,787 shares; 2025Q2: 22,183 shares; 2025Q3: 24,115 shares; 2025Q4: 23,831 shares; 2026Q1: 23,830 shares 23,830 $2.33M 0.17% -1 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: 7,438 shares; 2024Q4: 7,120 shares; 2025Q1: 6,890 shares; 2025Q2: 7,491 shares; 2025Q3: 7,431 shares; 2025Q4: 7,387 shares; 2026Q1: 7,466 shares 7,466 $2.32M 0.17% +79 Timeline SBAR SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 93,884 shares 93,884 $2.3M 0.16% new 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: 2,973 shares; 2024Q4: 3,157 shares; 2025Q1: 3,423 shares; 2025Q2: 3,326 shares; 2025Q3: 3,410 shares; 2025Q4: 3,343 shares; 2026Q1: 3,458 shares 3,458 $2.26M 0.16% +115 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: 8,871 shares; 2024Q4: 9,582 shares; 2025Q1: 9,604 shares; 2025Q2: 9,431 shares; 2025Q3: 9,006 shares; 2025Q4: 9,004 shares; 2026Q1: 9,015 shares 9,015 $2.24M 0.16% +11 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,803 shares; 2024Q4: 30,763 shares; 2025Q1: 31,107 shares; 2025Q2: 32,084 shares; 2025Q3: 38,452 shares; 2025Q4: 41,865 shares; 2026Q1: 42,834 shares 42,834 $2.22M 0.16% +969 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: 23,464 shares; 2024Q4: 22,946 shares; 2025Q1: 28,393 shares; 2025Q2: 29,540 shares; 2025Q3: 27,772 shares; 2025Q4: 28,464 shares; 2026Q1: 28,659 shares 28,659 $2.22M 0.16% +195 Timeline ABLD ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,298 shares; 2024Q4: 62,958 shares; 2025Q1: 64,784 shares; 2025Q2: 61,726 shares; 2025Q3: 69,660 shares; 2025Q4: 69,137 shares; 2026Q1: 70,135 shares 70,135 $2.19M 0.16% +998 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: 9,184 shares; 2024Q4: 8,886 shares; 2025Q1: 9,228 shares; 2025Q2: 10,470 shares; 2025Q3: 10,557 shares; 2025Q4: 10,389 shares; 2026Q1: 10,560 shares 10,560 $2.18M 0.16% +171 Timeline HDEF 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: 80,429 shares; 2024Q4: 74,105 shares; 2025Q1: 69,199 shares; 2025Q2: 69,142 shares; 2025Q3: 69,133 shares; 2025Q4: 68,808 shares; 2026Q1: 65,943 shares 65,943 $2.14M 0.15% -2,865 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,518 shares 51,518 $2.12M 0.15% new Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,493 shares; 2025Q4: 50,081 shares; 2026Q1: 71,882 shares 71,882 $2.03M 0.14% +21,801 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,781 shares; 2024Q4: 13,781 shares; 2025Q1: 13,781 shares; 2025Q2: 13,781 shares; 2025Q3: 13,781 shares; 2025Q4: 13,781 shares; 2026Q1: 13,781 shares 13,781 $2.01M 0.14% 0 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,305 shares; 2024Q4: 38,317 shares; 2025Q1: 46,917 shares; 2025Q2: 46,686 shares; 2025Q3: 45,630 shares; 2025Q4: 48,580 shares; 2026Q1: 46,055 shares 46,055 $1.96M 0.14% -2,525 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,156 shares; 2026Q1: 48,523 shares 48,523 $1.95M 0.14% +10,367 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,665 shares; 2025Q2: not reported; 2025Q3: 8,482 shares; 2025Q4: 9,074 shares; 2026Q1: 57,684 shares 57,684 $1.93M 0.14% +48,610 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,071 shares; 2024Q4: 15,403 shares; 2025Q1: 15,470 shares; 2025Q2: 13,689 shares; 2025Q3: 13,382 shares; 2025Q4: 14,570 shares; 2026Q1: 15,921 shares 15,921 $1.93M 0.14% +1,351 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: 1,403 shares; 2024Q4: 1,372 shares; 2025Q1: 1,357 shares; 2025Q2: 1,390 shares; 2025Q3: 1,846 shares; 2025Q4: 1,916 shares; 2026Q1: 2,079 shares 2,079 $1.91M 0.14% +163 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: 3,553 shares; 2024Q4: 5,099 shares; 2025Q1: 5,274 shares; 2025Q2: 4,605 shares; 2025Q3: 4,627 shares; 2025Q4: 4,983 shares; 2026Q1: 5,627 shares 5,627 $1.9M 0.14% +644 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,923 shares; 2024Q4: 74,926 shares; 2025Q1: 68,864 shares; 2025Q2: 66,961 shares; 2025Q3: 66,948 shares; 2025Q4: 63,152 shares; 2026Q1: 67,749 shares 67,749 $1.9M 0.13% +4,597 Timeline IAGG ISHARES 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: 36,509 shares; 2025Q3: 35,076 shares; 2025Q4: 35,639 shares; 2026Q1: 37,183 shares 37,183 $1.86M 0.13% +1,544 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: 2,478 shares; 2024Q4: 2,696 shares; 2025Q1: 2,739 shares; 2025Q2: 2,724 shares; 2025Q3: 2,543 shares; 2025Q4: 2,574 shares; 2026Q1: 2,618 shares 2,618 $1.85M 0.13% +44 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,714 shares; 2024Q4: 8,926 shares; 2025Q1: 8,876 shares; 2025Q2: 8,930 shares; 2025Q3: 8,937 shares; 2025Q4: 8,946 shares; 2026Q1: 8,955 shares 8,955 $1.84M 0.13% +9 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: 8,904 shares; 2024Q4: 7,991 shares; 2025Q1: 7,717 shares; 2025Q2: 8,137 shares; 2025Q3: 7,801 shares; 2025Q4: 7,386 shares; 2026Q1: 7,492 shares 7,492 $1.83M 0.13% +106 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,941 shares; 2024Q4: 197,910 shares; 2025Q1: 201,689 shares; 2025Q2: 203,411 shares; 2025Q3: 215,628 shares; 2025Q4: 163,785 shares; 2026Q1: 165,002 shares 165,002 $1.82M 0.13% +1,217 Timeline QQQJ 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: 58,259 shares; 2024Q4: 55,488 shares; 2025Q1: 53,449 shares; 2025Q2: 52,741 shares; 2025Q3: 52,817 shares; 2025Q4: 51,182 shares; 2026Q1: 49,891 shares 49,891 $1.81M 0.13% -1,291 Timeline MINN TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,593 shares; 2026Q1: 79,951 shares 79,951 $1.77M 0.13% +33,358 Timeline PAUG 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: 70,547 shares; 2024Q4: 67,464 shares; 2025Q1: 63,664 shares; 2025Q2: 60,614 shares; 2025Q3: 60,540 shares; 2025Q4: 58,790 shares; 2026Q1: 40,772 shares 40,772 $1.74M 0.12% -18,018 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: 13,598 shares; 2024Q4: 13,498 shares; 2025Q1: 13,498 shares; 2025Q2: 13,498 shares; 2025Q3: 13,498 shares; 2025Q4: 13,498 shares; 2026Q1: 13,498 shares 13,498 $1.73M 0.12% 0 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: 51,030 shares; 2024Q4: 50,343 shares; 2025Q1: 49,770 shares; 2025Q2: 48,793 shares; 2025Q3: 43,713 shares; 2025Q4: 40,428 shares; 2026Q1: 37,299 shares 37,299 $1.69M 0.12% -3,129 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: 4,672 shares; 2024Q4: 4,330 shares; 2025Q1: 4,267 shares; 2025Q2: 4,316 shares; 2025Q3: 4,744 shares; 2025Q4: 4,744 shares; 2026Q1: 7,645 shares 7,645 $1.67M 0.12% +2,901 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: 57,533 shares; 2024Q4: 63,065 shares; 2025Q1: 73,011 shares; 2025Q2: 81,449 shares; 2025Q3: 113,347 shares; 2025Q4: 129,596 shares; 2026Q1: 104,988 shares 104,988 $1.67M 0.12% -24,608 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: 6,987 shares; 2024Q4: 6,454 shares; 2025Q1: 6,902 shares; 2025Q2: 7,894 shares; 2025Q3: 7,979 shares; 2025Q4: 7,857 shares; 2026Q1: 6,676 shares 6,676 $1.62M 0.12% -1,181 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: 859 shares; 2024Q4: 1,209 shares; 2025Q1: 1,550 shares; 2025Q2: 1,754 shares; 2025Q3: 1,861 shares; 2025Q4: 16,085 shares; 2026Q1: 16,750 shares 16,750 $1.61M 0.11% +665 Timeline GPT EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,174 shares; 2025Q1: 45,223 shares; 2025Q2: 49,723 shares; 2025Q3: 49,723 shares; 2025Q4: 51,048 shares; 2026Q1: 52,737 shares 52,737 $1.61M 0.11% +1,689 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: 4,815 shares; 2024Q4: 4,814 shares; 2025Q1: 4,973 shares; 2025Q2: 5,158 shares; 2025Q3: 5,114 shares; 2025Q4: 5,037 shares; 2026Q1: 5,162 shares 5,162 $1.56M 0.11% +125 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: 7,095 shares; 2024Q4: 7,071 shares; 2025Q1: 7,078 shares; 2025Q2: 6,862 shares; 2025Q3: 6,396 shares; 2025Q4: 12,238 shares; 2026Q1: 11,493 shares 11,493 $1.53M 0.11% -745 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,038 shares; 2024Q4: 41,393 shares; 2025Q1: 41,393 shares; 2025Q2: 62,194 shares; 2025Q3: 62,194 shares; 2025Q4: 61,194 shares; 2026Q1: 61,227 shares 61,227 $1.49M 0.11% +33 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: 4,278 shares; 2024Q4: 4,307 shares; 2025Q1: 4,494 shares; 2025Q2: 4,614 shares; 2025Q3: 4,772 shares; 2025Q4: 4,702 shares; 2026Q1: 4,530 shares 4,530 $1.49M 0.11% -172 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,050 shares; 2024Q4: 13,974 shares; 2025Q1: 14,339 shares; 2025Q2: 14,047 shares; 2025Q3: 14,066 shares; 2025Q4: 13,759 shares; 2026Q1: 14,889 shares 14,889 $1.46M 0.1% +1,130 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,333 shares; 2024Q4: 18,255 shares; 2025Q1: 18,581 shares; 2025Q2: 18,213 shares; 2025Q3: 17,256 shares; 2025Q4: 16,857 shares; 2026Q1: 16,728 shares 16,728 $1.45M 0.1% -129 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,331 shares; 2025Q3: 21,151 shares; 2025Q4: 21,161 shares; 2026Q1: 19,888 shares 19,888 $1.45M 0.1% -1,273 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: 3,675 shares; 2024Q4: 3,447 shares; 2025Q1: 3,235 shares; 2025Q2: 2,570 shares; 2025Q3: 2,566 shares; 2025Q4: 3,172 shares; 2026Q1: 3,345 shares 3,345 $1.44M 0.1% +173 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: 11,384 shares; 2024Q4: 11,109 shares; 2025Q1: 10,680 shares; 2025Q2: 10,558 shares; 2025Q3: 8,091 shares; 2025Q4: 7,712 shares; 2026Q1: 8,397 shares 8,397 $1.42M 0.1% +685 Timeline DRUP GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,052 shares; 2024Q4: 27,052 shares; 2025Q1: 26,701 shares; 2025Q2: 26,001 shares; 2025Q3: 26,078 shares; 2025Q4: 25,878 shares; 2026Q1: 25,878 shares 25,878 $1.42M 0.1% 0 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: 6,576 shares; 2024Q4: 57,631 shares; 2025Q1: 56,581 shares; 2025Q2: 54,181 shares; 2025Q3: 51,249 shares; 2025Q4: 47,822 shares; 2026Q1: 32,732 shares 32,732 $1.41M 0.1% -15,090 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,078 shares; 2024Q4: 25,078 shares; 2025Q1: 25,078 shares; 2025Q2: 25,078 shares; 2025Q3: 25,078 shares; 2025Q4: 28,078 shares; 2026Q1: 28,969 shares 28,969 $1.38M 0.1% +891 Timeline CWI 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: 35,925 shares; 2024Q4: 35,314 shares; 2025Q1: 36,814 shares; 2025Q2: 37,781 shares; 2025Q3: 37,565 shares; 2025Q4: 38,074 shares; 2026Q1: 37,398 shares 37,398 $1.37M 0.1% -676 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: 13,646 shares; 2024Q4: 18,176 shares; 2025Q1: 17,564 shares; 2025Q2: 18,151 shares; 2025Q3: 19,456 shares; 2025Q4: 20,793 shares; 2026Q1: 18,954 shares 18,954 $1.36M 0.1% -1,839 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: 10,951 shares; 2024Q4: 10,981 shares; 2025Q1: 7,997 shares; 2025Q2: 7,990 shares; 2025Q3: 7,980 shares; 2025Q4: 6,690 shares; 2026Q1: 6,724 shares 6,724 $1.33M 0.09% +34 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,937 shares; 2024Q4: 27,510 shares; 2025Q1: 27,471 shares; 2025Q2: 26,873 shares; 2025Q3: 26,726 shares; 2025Q4: 27,485 shares; 2026Q1: 26,997 shares 26,997 $1.33M 0.09% -488 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: 26,227 shares; 2024Q4: 27,091 shares; 2025Q1: 27,974 shares; 2025Q2: 28,502 shares; 2025Q3: 30,105 shares; 2025Q4: 30,632 shares; 2026Q1: 31,204 shares 31,204 $1.33M 0.09% +572 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,187 shares; 2024Q4: 18,375 shares; 2025Q1: 20,923 shares; 2025Q2: 20,906 shares; 2025Q3: 20,906 shares; 2025Q4: 20,906 shares; 2026Q1: 28,248 shares 28,248 $1.3M 0.09% +7,342 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: 7,321 shares; 2024Q4: 6,294 shares; 2025Q1: 4,899 shares; 2025Q2: 4,683 shares; 2025Q3: 5,108 shares; 2025Q4: 5,740 shares; 2026Q1: 6,118 shares 6,118 $1.24M 0.09% +378 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: 28,698 shares; 2024Q4: 27,997 shares; 2025Q1: 27,563 shares; 2025Q2: 27,453 shares; 2025Q3: 27,145 shares; 2025Q4: 26,245 shares; 2026Q1: 24,619 shares 24,619 $1.24M 0.09% -1,626 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: 9,226 shares; 2024Q4: 9,238 shares; 2025Q1: 9,255 shares; 2025Q2: 9,253 shares; 2025Q3: 9,271 shares; 2025Q4: 9,233 shares; 2026Q1: 9,216 shares 9,216 $1.21M 0.09% -17 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: 2,956 shares; 2024Q4: 2,645 shares; 2025Q1: 2,433 shares; 2025Q2: 2,933 shares; 2025Q3: 3,233 shares; 2025Q4: 3,144 shares; 2026Q1: 3,079 shares 3,079 $1.18M 0.08% -65 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: 3,951 shares; 2025Q1: 4,001 shares; 2025Q2: 4,601 shares; 2025Q3: 7,790 shares; 2025Q4: 8,205 shares; 2026Q1: 10,875 shares 10,875 $1.17M 0.08% +2,670 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: 2,661 shares; 2025Q4: 5,558 shares; 2026Q1: 7,118 shares 7,118 $1.16M 0.08% +1,560 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,175 shares; 2026Q1: 21,546 shares 21,546 $1.14M 0.08% -629 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: 16,249 shares; 2024Q4: 17,996 shares; 2025Q1: 18,934 shares; 2025Q2: 16,545 shares; 2025Q3: 16,547 shares; 2025Q4: 15,964 shares; 2026Q1: 11,048 shares 11,048 $1.09M 0.08% -4,916 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,877 shares; 2024Q4: 51,629 shares; 2025Q1: 52,668 shares; 2025Q2: 52,498 shares; 2025Q3: 53,957 shares; 2025Q4: 59,569 shares; 2026Q1: 62,588 shares 62,588 $1.07M 0.08% +3,019 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,758 shares; 2024Q4: 47,807 shares; 2025Q1: 48,566 shares; 2025Q2: 32,447 shares; 2025Q3: 31,952 shares; 2025Q4: 32,152 shares; 2026Q1: 32,347 shares 32,347 $1.07M 0.08% +195 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: 3,663 shares; 2024Q4: 6,852 shares; 2025Q1: 6,884 shares; 2025Q2: 6,924 shares; 2025Q3: 7,457 shares; 2025Q4: 7,538 shares; 2026Q1: 6,644 shares 6,644 $1.07M 0.08% -894 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: 13,793 shares; 2024Q4: 14,494 shares; 2025Q1: 14,745 shares; 2025Q2: 15,207 shares; 2025Q3: 15,572 shares; 2025Q4: 15,716 shares; 2026Q1: 15,979 shares 15,979 $1.05M 0.08% +263 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,529 shares; 2024Q4: 47,353 shares; 2025Q1: 45,705 shares; 2025Q2: 43,634 shares; 2025Q3: 27,544 shares; 2025Q4: 27,639 shares; 2026Q1: 22,747 shares 22,747 $1.05M 0.07% -4,892 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: 8,412 shares; 2025Q1: 8,254 shares; 2025Q2: 8,184 shares; 2025Q3: 8,196 shares; 2025Q4: 7,854 shares; 2026Q1: 8,487 shares 8,487 $1.04M 0.07% +633 Timeline AOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,812 shares; 2025Q1: 35,705 shares; 2025Q2: 35,705 shares; 2025Q3: 35,705 shares; 2025Q4: 39,505 shares; 2026Q1: 39,088 shares 39,088 $1.03M 0.07% -417 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: 9,173 shares; 2024Q4: 8,966 shares; 2025Q1: 9,044 shares; 2025Q2: 8,915 shares; 2025Q3: 8,215 shares; 2025Q4: 8,389 shares; 2026Q1: 8,876 shares 8,876 $1.02M 0.07% +487 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: 22,196 shares; 2024Q4: 21,406 shares; 2025Q1: 21,903 shares; 2025Q2: 19,327 shares; 2025Q3: 6,239 shares; 2025Q4: 5,913 shares; 2026Q1: 5,596 shares 5,596 $1.02M 0.07% -317 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,818 shares; 2024Q4: 4,736 shares; 2025Q1: 4,639 shares; 2025Q2: 4,559 shares; 2025Q3: 4,500 shares; 2025Q4: 4,313 shares; 2026Q1: 4,353 shares 4,353 $984K 0.07% +40 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,347 shares; 2024Q4: 1,347 shares; 2025Q1: 1,318 shares; 2025Q2: 1,308 shares; 2025Q3: 956 shares; 2025Q4: 957 shares; 2026Q1: 921 shares 921 $983K 0.07% -36 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,272 shares; 2024Q4: 26,916 shares; 2025Q1: 25,408 shares; 2025Q2: 23,957 shares; 2025Q3: 23,815 shares; 2025Q4: 22,247 shares; 2026Q1: 21,844 shares 21,844 $975K 0.07% -403 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,559 shares; 2025Q2: 11,345 shares; 2025Q3: 11,359 shares; 2025Q4: 11,359 shares; 2026Q1: 11,359 shares 11,359 $965K 0.07% 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: 1,780 shares; 2024Q4: 1,728 shares; 2025Q1: 1,739 shares; 2025Q2: 1,610 shares; 2025Q3: 1,679 shares; 2025Q4: 1,675 shares; 2026Q1: 1,706 shares 1,706 $961K 0.07% +31 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,389 shares; 2024Q4: 3,326 shares; 2025Q1: 3,356 shares; 2025Q2: 3,337 shares; 2025Q3: 3,348 shares; 2025Q4: 3,251 shares; 2026Q1: 3,275 shares 3,275 $955K 0.07% +24 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 518 shares; 2025Q3: 778 shares; 2025Q4: 922 shares; 2026Q1: 1,079 shares 1,079 $942K 0.07% +157 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: 2,977 shares; 2024Q4: 3,071 shares; 2025Q1: 3,094 shares; 2025Q2: 3,135 shares; 2025Q3: 2,952 shares; 2025Q4: 2,991 shares; 2026Q1: 3,041 shares 3,041 $920K 0.07% +50 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,084 shares; 2024Q4: 9,719 shares; 2025Q1: 9,724 shares; 2025Q2: 9,707 shares; 2025Q3: 9,713 shares; 2025Q4: 20,188 shares; 2026Q1: 19,907 shares 19,907 $914K 0.06% -281 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,608 shares; 2024Q4: 2,519 shares; 2025Q1: 2,687 shares; 2025Q2: 2,680 shares; 2025Q3: 2,607 shares; 2025Q4: 2,567 shares; 2026Q1: 2,526 shares 2,526 $901K 0.06% -41 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,442 shares; 2024Q4: 25,442 shares; 2025Q1: 25,442 shares; 2025Q2: 25,442 shares; 2025Q3: 25,182 shares; 2025Q4: 25,180 shares; 2026Q1: 25,180 shares 25,180 $889K 0.06% 0 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: 3,269 shares; 2024Q4: 3,166 shares; 2025Q1: 3,197 shares; 2025Q2: 3,195 shares; 2025Q3: 2,747 shares; 2025Q4: 2,741 shares; 2026Q1: 2,526 shares 2,526 $889K 0.06% -215 Timeline TJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,562 shares; 2025Q2: 32,933 shares; 2025Q3: 32,753 shares; 2025Q4: 32,753 shares; 2026Q1: 32,651 shares 32,651 $885K 0.06% -102 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: 2,760 shares; 2024Q4: 2,682 shares; 2025Q1: 2,782 shares; 2025Q2: 2,711 shares; 2025Q3: 2,742 shares; 2025Q4: 2,458 shares; 2026Q1: 2,458 shares 2,458 $879K 0.06% 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: 4,047 shares; 2024Q4: 4,202 shares; 2025Q1: 4,267 shares; 2025Q2: 4,774 shares; 2025Q3: 4,790 shares; 2025Q4: 4,985 shares; 2026Q1: 5,312 shares 5,312 $878K 0.06% +327 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: 1,303 shares; 2024Q4: 2,156 shares; 2025Q1: 2,169 shares; 2025Q2: 2,167 shares; 2025Q3: 1,876 shares; 2025Q4: 1,862 shares; 2026Q1: 1,890 shares 1,890 $871K 0.06% +28 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,902 shares; 2025Q1: 2,181 shares; 2025Q2: 2,815 shares; 2025Q3: 3,549 shares; 2025Q4: 4,976 shares; 2026Q1: 5,284 shares 5,284 $870K 0.06% +308 Timeline ESGV 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: 15,213 shares; 2024Q4: 19,754 shares; 2025Q1: 7,841 shares; 2025Q2: 7,761 shares; 2025Q3: 7,733 shares; 2025Q4: 7,659 shares; 2026Q1: 7,715 shares 7,715 $866K 0.06% +56 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: 6,817 shares; 2024Q4: 6,770 shares; 2025Q1: 6,771 shares; 2025Q2: 6,674 shares; 2025Q3: 6,278 shares; 2025Q4: 6,251 shares; 2026Q1: 5,872 shares 5,872 $861K 0.06% -379 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: 4,564 shares; 2024Q4: 4,564 shares; 2025Q1: 8,960 shares; 2025Q2: 9,387 shares; 2025Q3: 9,680 shares; 2025Q4: 10,813 shares; 2026Q1: 11,160 shares 11,160 $861K 0.06% +347 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: 5,099 shares; 2024Q4: 5,426 shares; 2025Q1: 5,309 shares; 2025Q2: 5,244 shares; 2025Q3: 5,381 shares; 2025Q4: 5,451 shares; 2026Q1: 5,624 shares 5,624 $827K 0.06% +173 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: 20,958 shares; 2024Q4: 21,038 shares; 2025Q1: 20,656 shares; 2025Q2: 21,119 shares; 2025Q3: 21,301 shares; 2025Q4: 21,532 shares; 2026Q1: 21,752 shares 21,752 $823K 0.06% +220 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,987 shares; 2024Q4: 12,988 shares; 2025Q1: 12,988 shares; 2025Q2: 12,762 shares; 2025Q3: 12,703 shares; 2025Q4: 12,704 shares; 2026Q1: 12,704 shares 12,704 $823K 0.06% 0 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,230 shares; 2025Q1: 27,043 shares; 2025Q2: 29,605 shares; 2025Q3: 33,370 shares; 2025Q4: 53,794 shares; 2026Q1: 56,699 shares 56,699 $815K 0.06% +2,905 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,435 shares 16,435 $812K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,863 shares; 2025Q3: 1,622 shares; 2025Q4: 1,739 shares; 2026Q1: 2,371 shares 2,371 $801K 0.06% +632 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: 12,876 shares; 2025Q1: 24,394 shares; 2025Q2: 17,838 shares; 2025Q3: 25,910 shares; 2025Q4: 25,767 shares; 2026Q1: 8,614 shares 8,614 $798K 0.06% -17,153 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,291 shares; 2024Q4: 16,876 shares; 2025Q1: 17,955 shares; 2025Q2: 17,747 shares; 2025Q3: 17,329 shares; 2025Q4: 17,505 shares; 2026Q1: 17,398 shares 17,398 $792K 0.06% -107 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: 5,071 shares; 2024Q4: 3,989 shares; 2025Q1: 4,061 shares; 2025Q2: 3,914 shares; 2025Q3: 3,934 shares; 2025Q4: 3,825 shares; 2026Q1: 4,011 shares 4,011 $774K 0.06% +186 Timeline VSGX 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: 11,224 shares; 2024Q4: 10,210 shares; 2025Q1: 11,003 shares; 2025Q2: 10,885 shares; 2025Q3: 10,521 shares; 2025Q4: 10,591 shares; 2026Q1: 10,583 shares 10,583 $759K 0.05% -8 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: 27,962 shares; 2024Q4: 29,573 shares; 2025Q1: 29,861 shares; 2025Q2: 30,524 shares; 2025Q3: 30,159 shares; 2025Q4: 34,579 shares; 2026Q1: 38,906 shares 38,906 $751K 0.05% +4,327 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,700 shares; 2026Q1: 45,200 shares 45,200 $751K 0.05% +1,500 Timeline VIGI 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: 76,237 shares; 2024Q4: 5,794 shares; 2025Q1: 7,095 shares; 2025Q2: 7,593 shares; 2025Q3: 7,698 shares; 2025Q4: 8,096 shares; 2026Q1: 8,482 shares 8,482 $750K 0.05% +386 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,949 shares; 2024Q4: 4,864 shares; 2025Q1: 4,864 shares; 2025Q2: 5,079 shares; 2025Q3: 5,479 shares; 2025Q4: 5,474 shares; 2026Q1: 5,486 shares 5,486 $742K 0.05% +12 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,596 shares; 2024Q4: 5,296 shares; 2025Q1: 5,296 shares; 2025Q2: 5,201 shares; 2025Q3: 5,201 shares; 2025Q4: 6,670 shares; 2026Q1: 6,969 shares 6,969 $740K 0.05% +299 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,564 shares; 2024Q4: 6,788 shares; 2025Q1: 7,083 shares; 2025Q2: 7,599 shares; 2025Q3: 7,991 shares; 2025Q4: 7,802 shares; 2026Q1: 7,662 shares 7,662 $740K 0.05% -140 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,233 shares; 2024Q4: 10,233 shares; 2025Q1: 9,689 shares; 2025Q2: 10,952 shares; 2025Q3: 12,042 shares; 2025Q4: 10,484 shares; 2026Q1: 8,375 shares 8,375 $738K 0.05% -2,109 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: 20,848 shares; 2024Q4: 20,848 shares; 2025Q1: 20,848 shares; 2025Q2: 20,174 shares; 2025Q3: 20,174 shares; 2025Q4: 18,924 shares; 2026Q1: 17,474 shares 17,474 $731K 0.05% -1,450 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,298 shares; 2025Q1: 1,540 shares; 2025Q2: 3,120 shares; 2025Q3: 3,186 shares; 2025Q4: 3,157 shares; 2026Q1: 5,821 shares 5,821 $726K 0.05% +2,664 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: 1,762 shares; 2025Q3: 1,767 shares; 2025Q4: 1,771 shares; 2026Q1: 1,836 shares 1,836 $719K 0.05% +65 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,363 shares; 2024Q4: 15,821 shares; 2025Q1: 14,159 shares; 2025Q2: 14,341 shares; 2025Q3: 14,653 shares; 2025Q4: 14,695 shares; 2026Q1: 14,862 shares 14,862 $707K 0.05% +167 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: 6,204 shares; 2024Q4: 6,482 shares; 2025Q1: 6,625 shares; 2025Q2: 7,120 shares; 2025Q3: 7,455 shares; 2025Q4: 7,296 shares; 2026Q1: 7,579 shares 7,579 $704K 0.05% +283 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,430 shares; 2024Q4: 10,100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 108,689 shares; 2025Q4: 119,422 shares; 2026Q1: 147,724 shares 147,724 $691K 0.05% +28,302 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,263 shares; 2025Q3: 3,263 shares; 2025Q4: 4,327 shares; 2026Q1: 5,125 shares 5,125 $683K 0.05% +798 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,010 shares; 2024Q4: 12,137 shares; 2025Q1: 12,291 shares; 2025Q2: 12,458 shares; 2025Q3: 12,579 shares; 2025Q4: 12,682 shares; 2026Q1: 12,849 shares 12,849 $680K 0.05% +167 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,527 shares; 2024Q4: 2,715 shares; 2025Q1: 2,786 shares; 2025Q2: 2,665 shares; 2025Q3: 2,691 shares; 2025Q4: 2,897 shares; 2026Q1: 2,861 shares 2,861 $676K 0.05% -36 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: 17,450 shares; 2024Q4: 16,870 shares; 2025Q1: 15,970 shares; 2025Q2: 9,211 shares; 2025Q3: 10,538 shares; 2025Q4: 10,078 shares; 2026Q1: 9,641 shares 9,641 $657K 0.05% -437 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 375 shares; 2025Q3: 354 shares; 2025Q4: 638 shares; 2026Q1: 776 shares 776 $656K 0.05% +138 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: 6,606 shares; 2024Q4: 6,296 shares; 2025Q1: 6,388 shares; 2025Q2: 6,659 shares; 2025Q3: 6,659 shares; 2025Q4: 6,449 shares; 2026Q1: 6,391 shares 6,391 $656K 0.05% -58 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,942 shares; 2024Q4: 9,447 shares; 2025Q1: 10,053 shares; 2025Q2: 11,131 shares; 2025Q3: 11,700 shares; 2025Q4: 11,850 shares; 2026Q1: 12,053 shares 12,053 $651K 0.05% +203 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,676 shares; 2024Q4: 9,731 shares; 2025Q1: 9,784 shares; 2025Q2: 9,840 shares; 2025Q3: 9,902 shares; 2025Q4: 9,963 shares; 2026Q1: 10,019 shares 10,019 $651K 0.05% +56 Timeline ABOT ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,768 shares; 2024Q4: 55,399 shares; 2025Q1: 55,416 shares; 2025Q2: 54,046 shares; 2025Q3: 20,391 shares; 2025Q4: 20,152 shares; 2026Q1: 19,569 shares 19,569 $649K 0.05% -583 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,869 shares; 2024Q4: 3,816 shares; 2025Q1: 3,882 shares; 2025Q2: 5,473 shares; 2025Q3: 5,507 shares; 2025Q4: 5,708 shares; 2026Q1: 6,975 shares 6,975 $645K 0.05% +1,267 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: 5,283 shares; 2024Q4: 5,264 shares; 2025Q1: 5,364 shares; 2025Q2: 5,488 shares; 2025Q3: 5,297 shares; 2025Q4: 5,335 shares; 2026Q1: 5,065 shares 5,065 $640K 0.05% -270 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: 1,128 shares; 2024Q4: 1,201 shares; 2025Q1: 1,323 shares; 2025Q2: 1,357 shares; 2025Q3: 1,518 shares; 2025Q4: 1,524 shares; 2026Q1: 1,297 shares 1,297 $637K 0.05% -227 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: 1,173 shares; 2024Q4: 1,185 shares; 2025Q1: 1,225 shares; 2025Q2: 1,255 shares; 2025Q3: 1,257 shares; 2025Q4: 1,272 shares; 2026Q1: 1,272 shares 1,272 $636K 0.05% 0 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,527 shares; 2025Q4: 13,837 shares; 2026Q1: 18,449 shares 18,449 $632K 0.04% +4,612 Timeline HOLA 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: 11,645 shares; 2025Q4: 11,997 shares; 2026Q1: 11,997 shares 11,997 $631K 0.04% 0 Timeline PPH 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: 6,464 shares; 2024Q4: 6,464 shares; 2025Q1: 6,464 shares; 2025Q2: 6,064 shares; 2025Q3: 6,064 shares; 2025Q4: 6,064 shares; 2026Q1: 6,064 shares 6,064 $630K 0.04% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,286 shares; 2024Q4: 2,780 shares; 2025Q1: 2,780 shares; 2025Q2: 2,880 shares; 2025Q3: 2,880 shares; 2025Q4: 2,880 shares; 2026Q1: 3,060 shares 3,060 $621K 0.04% +180 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,683 shares; 2024Q4: 8,233 shares; 2025Q1: 8,058 shares; 2025Q2: 6,471 shares; 2025Q3: 8,919 shares; 2025Q4: 8,938 shares; 2026Q1: 7,504 shares 7,504 $621K 0.04% -1,434 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: not reported; 2024Q4: 848 shares; 2025Q1: 987 shares; 2025Q2: 1,239 shares; 2025Q3: 1,679 shares; 2025Q4: 1,734 shares; 2026Q1: 1,589 shares 1,589 $620K 0.04% -145 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: 3,755 shares; 2024Q4: 3,752 shares; 2025Q1: 3,691 shares; 2025Q2: 3,712 shares; 2025Q3: 3,728 shares; 2025Q4: 3,859 shares; 2026Q1: 3,872 shares 3,872 $618K 0.04% +13 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,728 shares; 2024Q4: 4,728 shares; 2025Q1: 4,728 shares; 2025Q2: 4,728 shares; 2025Q3: 4,728 shares; 2025Q4: 4,728 shares; 2026Q1: 4,666 shares 4,666 $611K 0.04% -62 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,465 shares; 2024Q4: 3,161 shares; 2025Q1: 3,815 shares; 2025Q2: 3,796 shares; 2025Q3: 4,026 shares; 2025Q4: 4,074 shares; 2026Q1: 4,036 shares 4,036 $609K 0.04% -38 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,513 shares; 2024Q4: 11,513 shares; 2025Q1: 11,519 shares; 2025Q2: 11,519 shares; 2025Q3: 11,524 shares; 2025Q4: 11,524 shares; 2026Q1: 11,677 shares 11,677 $593K 0.04% +153 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,870 shares; 2024Q4: 10,870 shares; 2025Q1: 10,870 shares; 2025Q2: 16,894 shares; 2025Q3: 16,894 shares; 2025Q4: 16,705 shares; 2026Q1: 16,729 shares 16,729 $593K 0.04% +24 Timeline KJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,818 shares; 2024Q4: 19,367 shares; 2025Q1: 18,838 shares; 2025Q2: 18,333 shares; 2025Q3: 18,322 shares; 2025Q4: 18,322 shares; 2026Q1: 18,322 shares 18,322 $587K 0.04% 0 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,091 shares; 2024Q4: 97,645 shares; 2025Q1: 11,033 shares; 2025Q2: 5,248 shares; 2025Q3: 10,249 shares; 2025Q4: 9,365 shares; 2026Q1: 8,214 shares 8,214 $587K 0.04% -1,151 Timeline EJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,579 shares; 2024Q4: 19,579 shares; 2025Q1: 19,579 shares; 2025Q2: 19,579 shares; 2025Q3: 19,579 shares; 2025Q4: 19,579 shares; 2026Q1: 19,579 shares 19,579 $585K 0.04% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,140 shares; 2024Q4: 8,143 shares; 2025Q1: 8,761 shares; 2025Q2: 8,729 shares; 2025Q3: 8,707 shares; 2025Q4: 8,638 shares; 2026Q1: 8,706 shares 8,706 $579K 0.04% +68 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: 12,473 shares; 2024Q4: 12,121 shares; 2025Q1: 12,279 shares; 2025Q2: 12,239 shares; 2025Q3: 11,690 shares; 2025Q4: 11,779 shares; 2026Q1: 11,710 shares 11,710 $571K 0.04% -69 Timeline MAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,281 shares; 2024Q4: 32,281 shares; 2025Q1: 25,963 shares; 2025Q2: 25,963 shares; 2025Q3: 20,195 shares; 2025Q4: 20,195 shares; 2026Q1: 20,156 shares 20,156 $568K 0.04% -39 Timeline SMAX ISHARES 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: 22,003 shares; 2025Q1: 22,005 shares; 2025Q2: 22,005 shares; 2025Q3: 21,929 shares; 2025Q4: 21,934 shares; 2026Q1: 21,112 shares 21,112 $566K 0.04% -822 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: 13,168 shares; 2024Q4: 13,174 shares; 2025Q1: 13,175 shares; 2025Q2: 13,178 shares; 2025Q3: 13,181 shares; 2025Q4: 12,333 shares; 2026Q1: 12,336 shares 12,336 $566K 0.04% +3 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,420 shares; 2024Q4: 17,420 shares; 2025Q1: 18,420 shares; 2025Q2: 18,420 shares; 2025Q3: 18,420 shares; 2025Q4: 18,420 shares; 2026Q1: 19,120 shares 19,120 $564K 0.04% +700 Timeline LQDA LIQUIDIA CORPORATION More: the full row for LIQUIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,612 shares; 2025Q3: 13,179 shares; 2025Q4: 10,966 shares; 2026Q1: 14,766 shares 14,766 $557K 0.04% +3,800 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,150 shares; 2024Q4: 11,675 shares; 2025Q1: 13,439 shares; 2025Q2: 12,399 shares; 2025Q3: 12,376 shares; 2025Q4: 12,447 shares; 2026Q1: 12,355 shares 12,355 $557K 0.04% -92 Timeline PSTP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,054 shares; 2024Q4: 18,765 shares; 2025Q1: 17,834 shares; 2025Q2: 17,640 shares; 2025Q3: 15,911 shares; 2025Q4: 15,683 shares; 2026Q1: 15,644 shares 15,644 $539K 0.04% -39 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,156 shares; 2024Q4: 1,147 shares; 2025Q1: 1,169 shares; 2025Q2: 950 shares; 2025Q3: 1,015 shares; 2025Q4: 989 shares; 2026Q1: 994 shares 994 $535K 0.04% +5 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,881 shares; 2025Q2: 17,414 shares; 2025Q3: 20,467 shares; 2025Q4: 25,005 shares; 2026Q1: 25,518 shares 25,518 $530K 0.04% +513 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,380 shares; 2025Q4: 7,062 shares; 2026Q1: 6,832 shares 6,832 $529K 0.04% -230 Timeline ZJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,323 shares; 2025Q2: 18,323 shares; 2025Q3: 18,323 shares; 2025Q4: 18,323 shares; 2026Q1: 19,323 shares 19,323 $527K 0.04% +1,000 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: 6,469 shares; 2024Q4: 6,472 shares; 2025Q1: 6,472 shares; 2025Q2: 6,972 shares; 2025Q3: 6,972 shares; 2025Q4: 6,975 shares; 2026Q1: 6,975 shares 6,975 $524K 0.04% 0 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,030 shares; 2024Q4: 28,136 shares; 2025Q1: 23,642 shares; 2025Q2: 29,833 shares; 2025Q3: 27,556 shares; 2025Q4: 26,057 shares; 2026Q1: 21,552 shares 21,552 $523K 0.04% -4,505 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,256 shares; 2024Q4: 1,020 shares; 2025Q1: 1,235 shares; 2025Q2: 1,125 shares; 2025Q3: 964 shares; 2025Q4: 783 shares; 2026Q1: 865 shares 865 $523K 0.04% +82 Timeline KJAN 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: 10,526 shares; 2024Q4: 10,526 shares; 2025Q1: 10,272 shares; 2025Q2: 10,252 shares; 2025Q3: 9,486 shares; 2025Q4: 12,654 shares; 2026Q1: 12,405 shares 12,405 $518K 0.04% -249 Timeline IOCT 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: 15,386 shares; 2024Q4: 15,358 shares; 2025Q1: 15,343 shares; 2025Q2: 15,305 shares; 2025Q3: 15,305 shares; 2025Q4: 14,753 shares; 2026Q1: 14,753 shares 14,753 $517K 0.04% 0 Timeline DMAR 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: 13,334 shares; 2025Q3: 13,284 shares; 2025Q4: 12,184 shares; 2026Q1: 12,184 shares 12,184 $517K 0.04% 0 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,114 shares; 2026Q1: 5,114 shares 5,114 $512K 0.04% 0 Timeline UJAN 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: 57,847 shares; 2024Q4: 8,487 shares; 2025Q1: 7,844 shares; 2025Q2: 7,698 shares; 2025Q3: 6,698 shares; 2025Q4: 6,698 shares; 2026Q1: 12,048 shares 12,048 $512K 0.04% +5,350 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,666 shares; 2024Q4: 5,670 shares; 2025Q1: 5,672 shares; 2025Q2: 5,675 shares; 2025Q3: 5,553 shares; 2025Q4: 5,558 shares; 2026Q1: 4,627 shares 4,627 $508K 0.04% -931 Timeline SCHY 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: 11,681 shares; 2024Q4: 12,681 shares; 2025Q1: 13,664 shares; 2025Q2: 14,929 shares; 2025Q3: 16,010 shares; 2025Q4: 15,391 shares; 2026Q1: 15,958 shares 15,958 $505K 0.04% +567 Timeline GOAU 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: 11,069 shares; 2024Q4: 11,272 shares; 2025Q1: 11,272 shares; 2025Q2: 11,272 shares; 2025Q3: 11,272 shares; 2025Q4: 11,359 shares; 2026Q1: 11,359 shares 11,359 $504K 0.04% 0 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,816 shares; 2024Q4: 24,356 shares; 2025Q1: 23,369 shares; 2025Q2: 23,346 shares; 2025Q3: 23,350 shares; 2025Q4: 23,389 shares; 2026Q1: 23,183 shares 23,183 $498K 0.04% -206 Timeline SDOG 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: 7,840 shares; 2024Q4: 7,764 shares; 2025Q1: 7,788 shares; 2025Q2: 7,781 shares; 2025Q3: 7,782 shares; 2025Q4: 7,635 shares; 2026Q1: 7,603 shares 7,603 $494K 0.04% -32 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: 5,758 shares; 2024Q4: 5,831 shares; 2025Q1: 5,840 shares; 2025Q2: 8,830 shares; 2025Q3: 11,364 shares; 2025Q4: 11,380 shares; 2026Q1: 7,883 shares 7,883 $494K 0.04% -3,497 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,750 shares; 2024Q4: 21,022 shares; 2025Q1: 14,022 shares; 2025Q2: 15,244 shares; 2025Q3: 12,072 shares; 2025Q4: 7,550 shares; 2026Q1: 9,550 shares 9,550 $487K 0.03% +2,000 Timeline UJUN 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: 13,868 shares; 2024Q4: 13,868 shares; 2025Q1: 13,868 shares; 2025Q2: 12,951 shares; 2025Q3: 12,951 shares; 2025Q4: 12,951 shares; 2026Q1: 12,951 shares 12,951 $482K 0.03% 0 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: 367 shares; 2024Q4: 365 shares; 2025Q1: 355 shares; 2025Q2: 359 shares; 2025Q3: 359 shares; 2025Q4: 359 shares; 2026Q1: 365 shares 365 $482K 0.03% +6 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: 5,099 shares; 2024Q4: 5,014 shares; 2025Q1: 5,066 shares; 2025Q2: 10,154 shares; 2025Q3: 10,190 shares; 2025Q4: 10,244 shares; 2026Q1: 10,309 shares 10,309 $478K 0.03% +65 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: 4,298 shares; 2024Q4: 4,310 shares; 2025Q1: 4,347 shares; 2025Q2: 5,191 shares; 2025Q3: 5,207 shares; 2025Q4: 5,264 shares; 2026Q1: 4,901 shares 4,901 $476K 0.03% -363 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: 106,443 shares; 2024Q4: 19,773 shares; 2025Q1: 19,946 shares; 2025Q2: 19,642 shares; 2025Q3: 19,799 shares; 2025Q4: 19,261 shares; 2026Q1: 19,546 shares 19,546 $469K 0.03% +285 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: 2,917 shares; 2024Q4: 2,564 shares; 2025Q1: 2,340 shares; 2025Q2: 2,301 shares; 2025Q3: 2,308 shares; 2025Q4: 2,376 shares; 2026Q1: 2,413 shares 2,413 $468K 0.03% +37 Timeline QRVO QORVO INC More: the full row for QORVO 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: 6,043 shares; 2025Q4: 6,008 shares; 2026Q1: 6,008 shares 6,008 $465K 0.03% 0 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: 2,741 shares; 2024Q4: 2,173 shares; 2025Q1: 2,167 shares; 2025Q2: 2,168 shares; 2025Q3: 2,148 shares; 2025Q4: 2,113 shares; 2026Q1: 2,022 shares 2,022 $465K 0.03% -91 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,389 shares; 2024Q4: 5,510 shares; 2025Q1: 5,700 shares; 2025Q2: 5,672 shares; 2025Q3: 5,537 shares; 2025Q4: 7,145 shares; 2026Q1: 7,357 shares 7,357 $462K 0.03% +212 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,718 shares; 2024Q4: 7,700 shares; 2025Q1: 8,132 shares; 2025Q2: 8,128 shares; 2025Q3: 6,928 shares; 2025Q4: 4,978 shares; 2026Q1: 5,107 shares 5,107 $462K 0.03% +129 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: 7,089 shares; 2024Q4: 7,033 shares; 2025Q1: 7,296 shares; 2025Q2: 6,960 shares; 2025Q3: 6,378 shares; 2025Q4: 6,388 shares; 2026Q1: 6,683 shares 6,683 $451K 0.03% +295 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL 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: 24,757 shares; 2025Q4: 28,262 shares; 2026Q1: 34,986 shares 34,986 $450K 0.03% +6,724 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,027 shares; 2025Q4: 20,886 shares; 2026Q1: 22,651 shares 22,651 $448K 0.03% +1,765 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: 12,262 shares; 2024Q4: 12,236 shares; 2025Q1: 14,688 shares; 2025Q2: 15,231 shares; 2025Q3: 15,703 shares; 2025Q4: 14,641 shares; 2026Q1: 15,437 shares 15,437 $448K 0.03% +796 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: 3,169 shares; 2024Q4: 3,186 shares; 2025Q1: 3,678 shares; 2025Q2: 3,728 shares; 2025Q3: 3,778 shares; 2025Q4: 3,773 shares; 2026Q1: 3,768 shares 3,768 $447K 0.03% -5 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: 5,570 shares; 2024Q4: 5,737 shares; 2025Q1: 5,950 shares; 2025Q2: 6,014 shares; 2025Q3: 5,355 shares; 2025Q4: 5,538 shares; 2026Q1: 5,873 shares 5,873 $447K 0.03% +335 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,091 shares; 2024Q4: 18,816 shares; 2025Q1: 16,098 shares; 2025Q2: 16,098 shares; 2025Q3: 15,054 shares; 2025Q4: 14,950 shares; 2026Q1: 14,950 shares 14,950 $435K 0.03% 0 Timeline ABFL ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,192 shares; 2024Q4: 9,192 shares; 2025Q1: 7,518 shares; 2025Q2: 6,601 shares; 2025Q3: 6,601 shares; 2025Q4: 6,601 shares; 2026Q1: 6,107 shares 6,107 $434K 0.03% -494 Timeline TOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,055 shares; 2026Q1: 16,055 shares 16,055 $422K 0.03% 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: 4,880 shares; 2024Q4: not reported; 2025Q1: 5,774 shares; 2025Q2: 8,546 shares; 2025Q3: 6,811 shares; 2025Q4: 6,579 shares; 2026Q1: 7,162 shares 7,162 $421K 0.03% +583 Timeline ZDEK INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,990 shares; 2025Q1: 14,091 shares; 2025Q2: 14,301 shares; 2025Q3: 14,281 shares; 2025Q4: 16,373 shares; 2026Q1: 16,381 shares 16,381 $420K 0.03% +8 Timeline EOCT 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: 13,954 shares; 2024Q4: 13,703 shares; 2025Q1: 13,663 shares; 2025Q2: 13,555 shares; 2025Q3: 13,555 shares; 2025Q4: 13,219 shares; 2026Q1: 13,112 shares 13,112 $419K 0.03% -107 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: 4,069 shares; 2024Q4: 3,458 shares; 2025Q1: 4,194 shares; 2025Q2: 4,157 shares; 2025Q3: 3,648 shares; 2025Q4: 2,730 shares; 2026Q1: 2,900 shares 2,900 $419K 0.03% +170 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: 1,617 shares; 2024Q4: 1,649 shares; 2025Q1: 1,563 shares; 2025Q2: 1,411 shares; 2025Q3: 1,275 shares; 2025Q4: 1,133 shares; 2026Q1: 1,170 shares 1,170 $417K 0.03% +37 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,315 shares; 2024Q4: 2,861 shares; 2025Q1: 3,188 shares; 2025Q2: 3,162 shares; 2025Q3: 3,163 shares; 2025Q4: 3,167 shares; 2026Q1: 3,148 shares 3,148 $416K 0.03% -19 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: 5,060 shares; 2024Q4: 4,044 shares; 2025Q1: 4,536 shares; 2025Q2: 4,867 shares; 2025Q3: not reported; 2025Q4: 4,611 shares; 2026Q1: 6,833 shares 6,833 $414K 0.03% +2,222 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,842 shares; 2025Q4: 7,842 shares; 2026Q1: 7,554 shares 7,554 $413K 0.03% -288 Timeline BUFY 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: 10,048 shares; 2025Q4: 11,848 shares; 2026Q1: 18,397 shares 18,397 $412K 0.03% +6,549 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: 780 shares; 2024Q4: 489 shares; 2025Q1: 499 shares; 2025Q2: 497 shares; 2025Q3: 499 shares; 2025Q4: 596 shares; 2026Q1: 603 shares 603 $411K 0.03% +7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 864 shares; 2025Q3: 1,109 shares; 2025Q4: 2,066 shares; 2026Q1: 1,472 shares 1,472 $411K 0.03% -594 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: 378 shares; 2025Q1: 387 shares; 2025Q2: 398 shares; 2025Q3: 399 shares; 2025Q4: 401 shares; 2026Q1: 427 shares 427 $411K 0.03% +26 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,754 shares; 2024Q4: 18,866 shares; 2025Q1: 16,249 shares; 2025Q2: 16,145 shares; 2025Q3: 16,250 shares; 2025Q4: 16,404 shares; 2026Q1: 16,290 shares 16,290 $408K 0.03% -114 Timeline DTAN EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,407 shares 13,407 $405K 0.03% new Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,141 shares; 2024Q4: 32,478 shares; 2025Q1: 31,128 shares; 2025Q2: 31,128 shares; 2025Q3: 31,128 shares; 2025Q4: 11,850 shares; 2026Q1: 11,850 shares 11,850 $402K 0.03% 0 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,377 shares; 2024Q4: 16,622 shares; 2025Q1: 14,207 shares; 2025Q2: 9,760 shares; 2025Q3: 7,080 shares; 2025Q4: 7,460 shares; 2026Q1: 5,376 shares 5,376 $402K 0.03% -2,084 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,685 shares; 2024Q4: 1,689 shares; 2025Q1: 1,690 shares; 2025Q2: 1,692 shares; 2025Q3: 1,693 shares; 2025Q4: 1,780 shares; 2026Q1: 1,781 shares 1,781 $400K 0.03% +1 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,221 shares; 2025Q1: 11,865 shares; 2025Q2: 9,993 shares; 2025Q3: 10,131 shares; 2025Q4: 11,348 shares; 2026Q1: 10,410 shares 10,410 $400K 0.03% -938 Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,604 shares; 2025Q3: 10,231 shares; 2025Q4: 10,231 shares; 2026Q1: 15,703 shares 15,703 $399K 0.03% +5,472 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,031 shares; 2026Q1: 1,166 shares 1,166 $398K 0.03% +135 Timeline SDG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,403 shares; 2024Q4: 3,352 shares; 2025Q1: 4,759 shares; 2025Q2: 4,735 shares; 2025Q3: 4,735 shares; 2025Q4: 4,764 shares; 2026Q1: 4,717 shares 4,717 $396K 0.03% -47 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,048 shares; 2024Q4: 7,648 shares; 2025Q1: 7,648 shares; 2025Q2: 7,470 shares; 2025Q3: 9,133 shares; 2025Q4: 9,133 shares; 2026Q1: 8,556 shares 8,556 $393K 0.03% -577 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,325 shares; 2025Q3: 1,969 shares; 2025Q4: 1,909 shares; 2026Q1: 2,107 shares 2,107 $393K 0.03% +198 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,333 shares; 2024Q4: 1,127 shares; 2025Q1: 1,113 shares; 2025Q2: 1,412 shares; 2025Q3: 1,443 shares; 2025Q4: 1,407 shares; 2026Q1: 1,600 shares 1,600 $388K 0.03% +193 Timeline KEMQ KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,933 shares; 2025Q4: 16,903 shares; 2026Q1: 16,903 shares 16,903 $383K 0.03% 0 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: 6,057 shares; 2024Q4: 5,600 shares; 2025Q1: 5,573 shares; 2025Q2: 4,123 shares; 2025Q3: 3,488 shares; 2025Q4: 6,152 shares; 2026Q1: 6,195 shares 6,195 $380K 0.03% +43 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,951 shares; 2024Q4: 11,098 shares; 2025Q1: 9,798 shares; 2025Q2: 10,504 shares; 2025Q3: 7,740 shares; 2025Q4: 7,740 shares; 2026Q1: 7,740 shares 7,740 $379K 0.03% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,154 shares; 2024Q4: 1,050 shares; 2025Q1: 1,057 shares; 2025Q2: 1,065 shares; 2025Q3: 1,035 shares; 2025Q4: 1,039 shares; 2026Q1: 1,043 shares 1,043 $379K 0.03% +4 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,968 shares; 2025Q2: not reported; 2025Q3: 2,488 shares; 2025Q4: 2,612 shares; 2026Q1: 2,880 shares 2,880 $377K 0.03% +268 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,884 shares; 2024Q4: 3,870 shares; 2025Q1: 3,880 shares; 2025Q2: 3,905 shares; 2025Q3: 3,880 shares; 2025Q4: 3,901 shares; 2026Q1: 3,919 shares 3,919 $376K 0.03% +18 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: 3,474 shares; 2024Q4: 3,225 shares; 2025Q1: 3,243 shares; 2025Q2: 2,743 shares; 2025Q3: 2,852 shares; 2025Q4: 2,843 shares; 2026Q1: 3,123 shares 3,123 $376K 0.03% +280 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: 5,128 shares; 2024Q4: 15,874 shares; 2025Q1: 13,119 shares; 2025Q2: 5,591 shares; 2025Q3: 5,403 shares; 2025Q4: 7,180 shares; 2026Q1: 6,515 shares 6,515 $367K 0.03% -665 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 897 shares; 2024Q4: 886 shares; 2025Q1: 811 shares; 2025Q2: 819 shares; 2025Q3: 813 shares; 2025Q4: 825 shares; 2026Q1: 823 shares 823 $366K 0.03% -2 Timeline PATH UIPATH INC More: the full row for UIPATH 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: 31,699 shares; 2026Q1: 32,882 shares 32,882 $365K 0.03% +1,183 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,130 shares; 2025Q2: 11,960 shares; 2025Q3: 8,505 shares; 2025Q4: 7,876 shares; 2026Q1: 8,159 shares 8,159 $360K 0.03% +283 Timeline EJAN 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: 13,271 shares; 2024Q4: 12,746 shares; 2025Q1: 12,481 shares; 2025Q2: 11,419 shares; 2025Q3: 10,610 shares; 2025Q4: 10,610 shares; 2026Q1: 10,610 shares 10,610 $360K 0.03% 0 Timeline VOX 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: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $360K 0.03% 0 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,506 shares; 2024Q4: 4,462 shares; 2025Q1: 4,447 shares; 2025Q2: 4,447 shares; 2025Q3: 4,412 shares; 2025Q4: 4,412 shares; 2026Q1: 4,412 shares 4,412 $360K 0.03% 0 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,377 shares; 2024Q4: not reported; 2025Q1: 11,086 shares; 2025Q2: 21,090 shares; 2025Q3: 15,371 shares; 2025Q4: 20,953 shares; 2026Q1: 19,289 shares 19,289 $359K 0.03% -1,664 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: 638 shares; 2024Q4: 634 shares; 2025Q1: 650 shares; 2025Q2: 669 shares; 2025Q3: 686 shares; 2025Q4: 690 shares; 2026Q1: 724 shares 724 $359K 0.03% +34 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: 33,290 shares; 2024Q4: 33,290 shares; 2025Q1: 33,162 shares; 2025Q2: 32,798 shares; 2025Q3: 32,798 shares; 2025Q4: 8,298 shares; 2026Q1: 8,298 shares 8,298 $357K 0.03% 0 Timeline UFOX 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: 5,013 shares; 2024Q4: 5,218 shares; 2025Q1: 5,223 shares; 2025Q2: 5,228 shares; 2025Q3: 5,217 shares; 2025Q4: 5,221 shares; 2026Q1: 5,224 shares 5,224 $356K 0.03% +3 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: 2,156 shares; 2024Q4: 2,169 shares; 2025Q1: 2,172 shares; 2025Q2: 2,175 shares; 2025Q3: 1,761 shares; 2025Q4: 1,652 shares; 2026Q1: 1,776 shares 1,776 $353K 0.03% +124 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,163 shares; 2024Q4: 18,371 shares; 2025Q1: 18,584 shares; 2025Q2: 18,426 shares; 2025Q3: 18,567 shares; 2025Q4: 18,811 shares; 2026Q1: 19,095 shares 19,095 $344K 0.02% +284 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: 13,402 shares; 2024Q4: 13,890 shares; 2025Q1: 13,972 shares; 2025Q2: 6,872 shares; 2025Q3: 7,151 shares; 2025Q4: 9,996 shares; 2026Q1: 5,815 shares 5,815 $343K 0.02% -4,181 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,791 shares; 2024Q4: 5,791 shares; 2025Q1: 5,791 shares; 2025Q2: 5,836 shares; 2025Q3: 5,836 shares; 2025Q4: 5,836 shares; 2026Q1: 6,009 shares 6,009 $341K 0.02% +173 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,625 shares; 2024Q4: 12,225 shares; 2025Q1: 11,691 shares; 2025Q2: 11,080 shares; 2025Q3: 9,637 shares; 2025Q4: 9,095 shares; 2026Q1: 9,402 shares 9,402 $341K 0.02% +307 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: 2,672 shares; 2024Q4: 1,822 shares; 2025Q1: 1,881 shares; 2025Q2: 2,109 shares; 2025Q3: 2,278 shares; 2025Q4: 2,183 shares; 2026Q1: 2,195 shares 2,195 $341K 0.02% +12 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: 25,358 shares; 2024Q4: 10,960 shares; 2025Q1: 10,024 shares; 2025Q2: 9,977 shares; 2025Q3: 11,743 shares; 2025Q4: 11,578 shares; 2026Q1: 12,122 shares 12,122 $340K 0.02% +544 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: 454,703 shares; 2024Q4: 425,098 shares; 2025Q1: 155,393 shares; 2025Q2: 19,374 shares; 2025Q3: 13,286 shares; 2025Q4: 8,141 shares; 2026Q1: 7,582 shares 7,582 $340K 0.02% -559 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: 739 shares; 2024Q4: 738 shares; 2025Q1: 622 shares; 2025Q2: 709 shares; 2025Q3: 693 shares; 2025Q4: 3,397 shares; 2026Q1: 3,229 shares 3,229 $338K 0.02% -168 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: 3,473 shares; 2024Q4: 2,678 shares; 2025Q1: 2,567 shares; 2025Q2: 2,553 shares; 2025Q3: 2,509 shares; 2025Q4: 2,525 shares; 2026Q1: 2,541 shares 2,541 $333K 0.02% +16 Timeline AIVL 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: 3,517 shares; 2024Q4: 3,517 shares; 2025Q1: 3,196 shares; 2025Q2: 2,875 shares; 2025Q3: 2,875 shares; 2025Q4: 2,875 shares; 2026Q1: 2,875 shares 2,875 $333K 0.02% 0 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: 2,639 shares; 2024Q4: 2,531 shares; 2025Q1: 2,433 shares; 2025Q2: 1,677 shares; 2025Q3: 990 shares; 2025Q4: 850 shares; 2026Q1: 832 shares 832 $331K 0.02% -18 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,270 shares; 2024Q4: 2,337 shares; 2025Q1: 2,328 shares; 2025Q2: 2,399 shares; 2025Q3: 2,438 shares; 2025Q4: 2,466 shares; 2026Q1: 2,526 shares 2,526 $331K 0.02% +60 Timeline AJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,903 shares 11,903 $329K 0.02% new Timeline BUFS 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: 9,999 shares; 2025Q4: 9,999 shares; 2026Q1: 14,260 shares 14,260 $329K 0.02% +4,261 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: 22,001 shares; 2024Q4: 22,483 shares; 2025Q1: 38,421 shares; 2025Q2: 76,099 shares; 2025Q3: 61,809 shares; 2025Q4: 61,887 shares; 2026Q1: 4,700 shares 4,700 $328K 0.02% -57,187 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: 3,152 shares; 2024Q4: 2,884 shares; 2025Q1: 2,927 shares; 2025Q2: 2,911 shares; 2025Q3: 2,930 shares; 2025Q4: 2,923 shares; 2026Q1: 2,953 shares 2,953 $324K 0.02% +30 Timeline NNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,764 shares; 2025Q1: 9,153 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,361 shares; 2026Q1: 11,584 shares 11,584 $323K 0.02% +1,223 Timeline LMND LEMONADE INC More: the full row for LEMONADE 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: 4,783 shares; 2026Q1: 5,126 shares 5,126 $321K 0.02% +343 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,707 shares; 2025Q4: 2,423 shares; 2026Q1: 2,355 shares 2,355 $320K 0.02% -68 Timeline ZMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,446 shares; 2025Q3: 8,446 shares; 2025Q4: 8,446 shares; 2026Q1: 11,447 shares 11,447 $316K 0.02% +3,001 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: 9,221 shares; 2024Q4: 9,425 shares; 2025Q1: 9,318 shares; 2025Q2: 9,316 shares; 2025Q3: 9,284 shares; 2025Q4: 9,302 shares; 2026Q1: 9,405 shares 9,405 $315K 0.02% +103 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,150 shares; 2024Q4: 24,202 shares; 2025Q1: 23,602 shares; 2025Q2: 17,502 shares; 2025Q3: 16,002 shares; 2025Q4: 14,029 shares; 2026Q1: 14,029 shares 14,029 $313K 0.02% 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: 1,115 shares; 2024Q4: 1,090 shares; 2025Q1: 1,097 shares; 2025Q2: 1,098 shares; 2025Q3: 1,101 shares; 2025Q4: 1,051 shares; 2026Q1: 1,090 shares 1,090 $313K 0.02% +39 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: 3,086 shares; 2025Q4: 3,107 shares; 2026Q1: 3,400 shares 3,400 $312K 0.02% +293 Timeline DDNQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,050 shares 16,050 $312K 0.02% new Timeline UJUL 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: 7,499 shares; 2024Q4: 7,499 shares; 2025Q1: 7,499 shares; 2025Q2: 7,499 shares; 2025Q3: 8,174 shares; 2025Q4: 8,174 shares; 2026Q1: 8,137 shares 8,137 $312K 0.02% -37 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,795 shares 5,795 $309K 0.02% new Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,394 shares; 2024Q4: 9,394 shares; 2025Q1: 9,274 shares; 2025Q2: 9,274 shares; 2025Q3: 9,681 shares; 2025Q4: 9,681 shares; 2026Q1: 9,006 shares 9,006 $304K 0.02% -675 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,205 shares; 2024Q4: 4,206 shares; 2025Q1: 4,206 shares; 2025Q2: 4,207 shares; 2025Q3: 4,207 shares; 2025Q4: 4,454 shares; 2026Q1: 4,454 shares 4,454 $304K 0.02% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,526 shares; 2024Q4: 8,687 shares; 2025Q1: 8,830 shares; 2025Q2: 7,164 shares; 2025Q3: 5,908 shares; 2025Q4: 4,577 shares; 2026Q1: 4,641 shares 4,641 $303K 0.02% +64 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: 4,076 shares; 2024Q4: 13,028 shares; 2025Q1: 12,230 shares; 2025Q2: 12,951 shares; 2025Q3: 11,655 shares; 2025Q4: 11,752 shares; 2026Q1: 11,792 shares 11,792 $302K 0.02% +40 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: 11,500 shares; 2024Q4: 11,500 shares; 2025Q1: 11,500 shares; 2025Q2: 11,400 shares; 2025Q3: 11,900 shares; 2025Q4: 11,222 shares; 2026Q1: 11,061 shares 11,061 $301K 0.02% -161 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 654 shares; 2024Q4: 664 shares; 2025Q1: 673 shares; 2025Q2: 685 shares; 2025Q3: 690 shares; 2025Q4: 678 shares; 2026Q1: 690 shares 690 $300K 0.02% +12 Timeline TJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,092 shares; 2025Q4: 10,092 shares; 2026Q1: 10,092 shares 10,092 $296K 0.02% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,322 shares; 2024Q4: not reported; 2025Q1: 3,372 shares; 2025Q2: 3,372 shares; 2025Q3: 3,938 shares; 2025Q4: 3,933 shares; 2026Q1: 3,889 shares 3,889 $292K 0.02% -44 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,014 shares; 2025Q2: 3,019 shares; 2025Q3: 3,024 shares; 2025Q4: 3,028 shares; 2026Q1: 3,088 shares 3,088 $290K 0.02% +60 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,854 shares; 2025Q1: not reported; 2025Q2: 5,804 shares; 2025Q3: 5,804 shares; 2025Q4: 5,805 shares; 2026Q1: 5,805 shares 5,805 $289K 0.02% 0 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: 867 shares; 2024Q4: 868 shares; 2025Q1: 1,007 shares; 2025Q2: 1,007 shares; 2025Q3: 958 shares; 2025Q4: 1,003 shares; 2026Q1: 1,005 shares 1,005 $289K 0.02% +2 Timeline SNDR SCHNEIDER NATIONAL INC More: the full row for SCHNEIDER NATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,698 shares; 2025Q1: 10,733 shares; 2025Q2: 10,781 shares; 2025Q3: 10,820 shares; 2025Q4: 10,864 shares; 2026Q1: 10,900 shares 10,900 $287K 0.02% +36 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,646 shares; 2024Q4: 2,683 shares; 2025Q1: 2,612 shares; 2025Q2: 2,338 shares; 2025Q3: 1,513 shares; 2025Q4: 1,273 shares; 2026Q1: 1,178 shares 1,178 $286K 0.02% -95 Timeline HEWJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,914 shares; 2025Q1: 4,914 shares; 2025Q2: 4,914 shares; 2025Q3: 4,942 shares; 2025Q4: 5,068 shares; 2026Q1: 5,068 shares 5,068 $285K 0.02% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 253 shares; 2025Q4: 255 shares; 2026Q1: 259 shares 259 $283K 0.02% +4 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,447 shares; 2024Q4: 6,041 shares; 2025Q1: 6,041 shares; 2025Q2: 5,690 shares; 2025Q3: 9,501 shares; 2025Q4: 8,289 shares; 2026Q1: 5,690 shares 5,690 $283K 0.02% -2,599 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: 984 shares; 2024Q4: not reported; 2025Q1: 809 shares; 2025Q2: 771 shares; 2025Q3: 771 shares; 2025Q4: 767 shares; 2026Q1: 823 shares 823 $282K 0.02% +56 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,335 shares 6,335 $281K 0.02% new Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,107 shares; 2024Q4: 22,148 shares; 2025Q1: 20,564 shares; 2025Q2: 21,871 shares; 2025Q3: 22,015 shares; 2025Q4: 18,311 shares; 2026Q1: 16,740 shares 16,740 $281K 0.02% -1,571 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,797 shares; 2026Q1: 2,479 shares 2,479 $281K 0.02% -318 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,584 shares; 2024Q4: 14,860 shares; 2025Q1: 14,860 shares; 2025Q2: 14,372 shares; 2025Q3: 14,091 shares; 2025Q4: 12,498 shares; 2026Q1: 12,301 shares 12,301 $279K 0.02% -197 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,590 shares; 2025Q1: 7,265 shares; 2025Q2: 7,590 shares; 2025Q3: 9,475 shares; 2025Q4: 7,695 shares; 2026Q1: 6,525 shares 6,525 $277K 0.02% -1,170 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,764 shares; 2024Q4: 4,507 shares; 2025Q1: 4,507 shares; 2025Q2: 4,577 shares; 2025Q3: 4,579 shares; 2025Q4: 4,632 shares; 2026Q1: 4,632 shares 4,632 $276K 0.02% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 956 shares; 2024Q4: 960 shares; 2025Q1: 965 shares; 2025Q2: 964 shares; 2025Q3: 885 shares; 2025Q4: 765 shares; 2026Q1: 769 shares 769 $276K 0.02% +4 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: 4,305 shares; 2024Q4: 4,111 shares; 2025Q1: 3,714 shares; 2025Q2: 4,496 shares; 2025Q3: 4,559 shares; 2025Q4: 4,449 shares; 2026Q1: 4,760 shares 4,760 $274K 0.02% +311 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 658 shares; 2024Q4: 572 shares; 2025Q1: not reported; 2025Q2: 595 shares; 2025Q3: 575 shares; 2025Q4: 576 shares; 2026Q1: 557 shares 557 $273K 0.02% -19 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,504 shares; 2024Q4: 2,234 shares; 2025Q1: 2,642 shares; 2025Q2: 2,623 shares; 2025Q3: 2,625 shares; 2025Q4: 2,627 shares; 2026Q1: 2,631 shares 2,631 $271K 0.02% +4 Timeline GDEN GOLDEN ENTMT INC More: the full row for GOLDEN ENTMT INC 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 $267K 0.02% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,146 shares; 2024Q4: not reported; 2025Q1: 6,538 shares; 2025Q2: not reported; 2025Q3: 6,546 shares; 2025Q4: 6,550 shares; 2026Q1: 5,647 shares 5,647 $265K 0.02% -903 Timeline USAC USA COMPRESSION PARTNERS LP More: the full row for USA COMPRESSION PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,802 shares; 2025Q1: 8,965 shares; 2025Q2: 9,159 shares; 2025Q3: 9,359 shares; 2025Q4: 9,565 shares; 2026Q1: 9,755 shares 9,755 $265K 0.02% +190 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 824 shares; 2024Q4: 790 shares; 2025Q1: 796 shares; 2025Q2: 795 shares; 2025Q3: 796 shares; 2025Q4: 778 shares; 2026Q1: 780 shares 780 $260K 0.02% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 707 shares; 2025Q4: 777 shares; 2026Q1: 896 shares 896 $254K 0.02% +119 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 230 shares; 2026Q1: 233 shares 233 $254K 0.02% +3 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: not reported; 2024Q4: not reported; 2025Q1: 2,546 shares; 2025Q2: 2,533 shares; 2025Q3: 2,518 shares; 2025Q4: 2,531 shares; 2026Q1: 2,636 shares 2,636 $254K 0.02% +105 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: 3,925 shares; 2024Q4: 3,544 shares; 2025Q1: 3,633 shares; 2025Q2: 3,615 shares; 2025Q3: 3,544 shares; 2025Q4: 3,419 shares; 2026Q1: 3,510 shares 3,510 $254K 0.02% +91 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 598 shares; 2024Q4: 595 shares; 2025Q1: 599 shares; 2025Q2: 600 shares; 2025Q3: 601 shares; 2025Q4: 600 shares; 2026Q1: 609 shares 609 $254K 0.02% +9 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 841 shares; 2024Q4: 579 shares; 2025Q1: 735 shares; 2025Q2: 778 shares; 2025Q3: 774 shares; 2025Q4: 740 shares; 2026Q1: 771 shares 771 $254K 0.02% +31 Timeline DDFD INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,266 shares; 2026Q1: 13,266 shares 13,266 $251K 0.02% 0 Timeline TAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,700 shares; 2025Q3: 9,700 shares; 2025Q4: 9,700 shares; 2026Q1: 9,700 shares 9,700 $250K 0.02% 0 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: not reported; 2025Q4: 2,322 shares; 2026Q1: 2,301 shares 2,301 $249K 0.02% -21 Timeline PBW 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: 14,046 shares; 2024Q4: not reported; 2025Q1: 12,634 shares; 2025Q2: 11,949 shares; 2025Q3: 10,900 shares; 2025Q4: 8,788 shares; 2026Q1: 7,870 shares 7,870 $249K 0.02% -918 Timeline QLD 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: 2,054 shares; 2024Q4: 2,000 shares; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,060 shares 4,060 $248K 0.02% +60 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: not reported; 2026Q1: 762 shares 762 $245K 0.02% new 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: 2,120 shares; 2024Q4: not reported; 2025Q1: 2,142 shares; 2025Q2: 2,869 shares; 2025Q3: 2,675 shares; 2025Q4: 2,609 shares; 2026Q1: 2,717 shares 2,717 $243K 0.02% +108 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,122 shares 1,122 $243K 0.02% new Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,462 shares 1,462 $243K 0.02% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,180 shares; 2026Q1: 1,476 shares 1,476 $242K 0.02% -704 Timeline AJUL 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: 14,262 shares; 2024Q4: 14,262 shares; 2025Q1: 12,400 shares; 2025Q2: 9,825 shares; 2025Q3: 9,065 shares; 2025Q4: 8,307 shares; 2026Q1: 8,307 shares 8,307 $241K 0.02% 0 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,943 shares; 2024Q4: 6,911 shares; 2025Q1: 6,895 shares; 2025Q2: 6,179 shares; 2025Q3: 6,038 shares; 2025Q4: 6,176 shares; 2026Q1: 5,874 shares 5,874 $240K 0.02% -302 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,936 shares; 2024Q4: not reported; 2025Q1: 2,945 shares; 2025Q2: 2,789 shares; 2025Q3: 2,789 shares; 2025Q4: 2,811 shares; 2026Q1: 2,811 shares 2,811 $237K 0.02% 0 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: 2,048 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,622 shares; 2025Q4: not reported; 2026Q1: 1,290 shares 1,290 $235K 0.02% new Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,978 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,996 shares 1,996 $234K 0.02% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,324 shares; 2025Q3: 2,325 shares; 2025Q4: 2,326 shares; 2026Q1: 2,399 shares 2,399 $233K 0.02% +73 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,515 shares; 2025Q3: 1,515 shares; 2025Q4: 1,516 shares; 2026Q1: 1,517 shares 1,517 $233K 0.02% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,243 shares; 2025Q4: 1,258 shares; 2026Q1: 1,256 shares 1,256 $232K 0.02% -2 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION 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: 40,803 shares; 2025Q4: 32,138 shares; 2026Q1: 28,083 shares 28,083 $232K 0.02% -4,055 Timeline CELC CELCUITY INC More: the full row for CELCUITY 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: 2,041 shares; 2026Q1: 2,026 shares 2,026 $231K 0.02% -15 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,549 shares; 2025Q1: 2,678 shares; 2025Q2: 2,683 shares; 2025Q3: 2,687 shares; 2025Q4: 2,617 shares; 2026Q1: 2,621 shares 2,621 $230K 0.02% +4 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,511 shares; 2025Q1: 14,906 shares; 2025Q2: 14,792 shares; 2025Q3: 12,605 shares; 2025Q4: 12,836 shares; 2026Q1: 10,430 shares 10,430 $229K 0.02% -2,406 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER 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: 1,123 shares; 2025Q4: 1,144 shares; 2026Q1: 1,155 shares 1,155 $228K 0.02% +11 Timeline RSPG 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: 3,745 shares; 2024Q4: 4,024 shares; 2025Q1: 4,025 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,073 shares 2,073 $227K 0.02% new Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,156 shares 13,156 $227K 0.02% new 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: not reported; 2025Q3: 5,817 shares; 2025Q4: 6,406 shares; 2026Q1: 7,850 shares 7,850 $226K 0.02% +1,444 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 980 shares; 2025Q2: 988 shares; 2025Q3: 940 shares; 2025Q4: 948 shares; 2026Q1: 766 shares 766 $226K 0.02% -182 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,155 shares 7,155 $226K 0.02% new 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: 53 shares; 2024Q4: 53 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 53 shares 53 $224K 0.02% +2 Timeline THW ABRDN WORLD HEALTHCARE FUND More: the full row for ABRDN WORLD HEALTHCARE FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,375 shares; 2024Q4: 16,222 shares; 2025Q1: 16,222 shares; 2025Q2: 21,222 shares; 2025Q3: 21,276 shares; 2025Q4: 21,310 shares; 2026Q1: 19,163 shares 19,163 $224K 0.02% -2,147 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 466 shares; 2024Q4: 466 shares; 2025Q1: 466 shares; 2025Q2: 461 shares; 2025Q3: 361 shares; 2025Q4: 361 shares; 2026Q1: 361 shares 361 $223K 0.02% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,821 shares; 2025Q4: 15,644 shares; 2026Q1: 15,866 shares 15,866 $223K 0.02% +222 Timeline BUFT 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: 8,976 shares; 2025Q4: 8,976 shares; 2026Q1: 8,976 shares 8,976 $223K 0.02% 0 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,958 shares; 2025Q2: 5,706 shares; 2025Q3: 6,066 shares; 2025Q4: not reported; 2026Q1: 6,681 shares 6,681 $222K 0.02% new Timeline EAOM ISHARES 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: 7,248 shares; 2025Q3: 7,305 shares; 2025Q4: 7,419 shares; 2026Q1: 7,419 shares 7,419 $221K 0.02% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,842 shares; 2025Q4: not reported; 2026Q1: 1,889 shares 1,889 $219K 0.02% new 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: 1,396 shares; 2024Q4: 1,394 shares; 2025Q1: 1,376 shares; 2025Q2: 1,308 shares; 2025Q3: 1,075 shares; 2025Q4: 1,072 shares; 2026Q1: 1,158 shares 1,158 $216K 0.02% +86 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,251 shares 1,251 $215K 0.02% new 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: 16,750 shares; 2025Q1: 17,070 shares; 2025Q2: 12,070 shares; 2025Q3: not reported; 2025Q4: 10,420 shares; 2026Q1: 11,425 shares 11,425 $214K 0.02% +1,005 Timeline ZOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,976 shares; 2026Q1: 7,976 shares 7,976 $213K 0.02% 0 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,048 shares; 2025Q2: 7,535 shares; 2025Q3: 6,395 shares; 2025Q4: 6,388 shares; 2026Q1: 5,863 shares 5,863 $213K 0.02% -525 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,755 shares; 2024Q4: 12,604 shares; 2025Q1: 13,960 shares; 2025Q2: 13,503 shares; 2025Q3: 13,303 shares; 2025Q4: 14,056 shares; 2026Q1: 14,136 shares 14,136 $213K 0.02% +80 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: 897 shares; 2025Q3: 933 shares; 2025Q4: not reported; 2026Q1: 1,216 shares 1,216 $212K 0.02% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,146 shares; 2026Q1: 1,162 shares 1,162 $212K 0.02% +16 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 404 shares; 2025Q1: 406 shares; 2025Q2: 951 shares; 2025Q3: 990 shares; 2025Q4: 628 shares; 2026Q1: 493 shares 493 $209K 0.01% -135 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,053 shares; 2024Q4: 15,499 shares; 2025Q1: 13,237 shares; 2025Q2: 12,570 shares; 2025Q3: 12,570 shares; 2025Q4: 12,576 shares; 2026Q1: 12,579 shares 12,579 $209K 0.01% +3 Timeline NMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,104 shares 7,104 $209K 0.01% new Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,937 shares; 2025Q4: 2,943 shares; 2026Q1: 2,943 shares 2,943 $209K 0.01% 0 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION 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: 1,873 shares; 2025Q4: 1,873 shares; 2026Q1: 1,873 shares 1,873 $208K 0.01% 0 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS 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: not reported; 2025Q3: 40,711 shares; 2025Q4: 66,413 shares; 2026Q1: 67,738 shares 67,738 $208K 0.01% +1,325 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 638 shares 638 $208K 0.01% new Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,377 shares; 2026Q1: 5,377 shares 5,377 $206K 0.01% 0 Timeline ZNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,731 shares; 2026Q1: 7,731 shares 7,731 $205K 0.01% 0 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,804 shares; 2025Q2: 54,296 shares; 2025Q3: 103,841 shares; 2025Q4: 106,741 shares; 2026Q1: 3,747 shares 3,747 $204K 0.01% -102,994 Timeline NAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,318 shares; 2025Q4: 12,318 shares; 2026Q1: 7,001 shares 7,001 $203K 0.01% -5,317 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,290 shares 7,290 $202K 0.01% new Timeline EMNT 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: 5,244 shares; 2024Q4: 6,671 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,037 shares 2,037 $201K 0.01% new 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: 25,080 shares; 2024Q4: 18,016 shares; 2025Q1: 16,740 shares; 2025Q2: 6,106 shares; 2025Q3: 4,686 shares; 2025Q4: not reported; 2026Q1: 3,213 shares 3,213 $201K 0.01% new Timeline ESGE 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: 10,087 shares; 2024Q4: 12,242 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,411 shares 4,411 $201K 0.01% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 426 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 449 shares 449 $200K 0.01% new Timeline FRTY 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: 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 $195K 0.01% 0 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH 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: 16,237 shares; 2026Q1: 16,950 shares 16,950 $194K 0.01% +713 Timeline CGAU CENTERRA GOLD INC More: the full row for CENTERRA GOLD 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: 10,000 shares; 2026Q1: 10,000 shares 10,000 $178K 0.01% 0 Timeline SVM SILVERCORP METALS INC More: the full row for SILVERCORP METALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,196 shares; 2025Q1: 15,946 shares; 2025Q2: 22,946 shares; 2025Q3: 17,446 shares; 2025Q4: 22,546 shares; 2026Q1: 16,065 shares 16,065 $173K 0.01% -6,481 Timeline ABCL ABCELLERA BIOLOGICS INC More: the full row for ABCELLERA BIOLOGICS 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: 36,138 shares; 2025Q4: 47,110 shares; 2026Q1: 47,728 shares 47,728 $167K 0.01% +618 Timeline DC DAKOTA GOLD CORP More: the full row for DAKOTA 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: 19,709 shares; 2025Q4: 27,309 shares; 2026Q1: 30,013 shares 30,013 $152K 0.01% +2,704 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,031 shares; 2024Q4: 12,028 shares; 2025Q1: 12,961 shares; 2025Q2: 11,773 shares; 2025Q3: 11,789 shares; 2025Q4: 11,898 shares; 2026Q1: 12,448 shares 12,448 $144K 0.01% +550 Timeline EXK ENDEAVOUR SILVER CORP More: the full row for ENDEAVOUR SILVER 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: 14,749 shares; 2025Q4: 14,749 shares; 2026Q1: 14,749 shares 14,749 $137K 0.01% 0 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to 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: 16,207 shares 16,207 $137K 0.01% new Timeline ASM AVINO SILVER & GOLD MINES LT More: the full row for AVINO SILVER & GOLD MINES LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: not reported; 2025Q4: 15,000 shares; 2026Q1: 17,000 shares 17,000 $107K 0.01% +2,000 Timeline ASST STRIVE INC More: the full row for STRIVE 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: 10,434 shares 10,434 $105K 0.01% new Timeline GROY GOLD ROYALTY CORP More: the full row for GOLD ROYALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,025 shares; 2024Q4: 25,025 shares; 2025Q1: 25,025 shares; 2025Q2: 25,025 shares; 2025Q3: 25,025 shares; 2025Q4: 25,025 shares; 2026Q1: 25,775 shares 25,775 $92.3K 0.01% +750 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,811 shares; 2024Q4: 16,811 shares; 2025Q1: 17,811 shares; 2025Q2: 17,811 shares; 2025Q3: 16,811 shares; 2025Q4: 15,111 shares; 2026Q1: 15,202 shares 15,202 $91.7K 0.01% +91 Timeline BTQ BTQ TECHNOLOGIES CORP More: the full row for BTQ TECHNOLOGIES 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: 30,615 shares; 2025Q4: 31,940 shares; 2026Q1: 33,475 shares 33,475 $89.4K 0.01% +1,535 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,369 shares; 2024Q4: 13,369 shares; 2025Q1: 13,369 shares; 2025Q2: 13,369 shares; 2025Q3: 12,677 shares; 2025Q4: 12,677 shares; 2026Q1: 11,838 shares 11,838 $89.3K 0.01% -839 Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE 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: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 12,087 shares 12,087 $83K 0.01% +2,087 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN 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: 10,011 shares; 2026Q1: 10,611 shares 10,611 $70.4K 0.01% +600 Timeline MTA METALLA RTY & STREAMING LTD More: the full row for METALLA RTY & STREAMING LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,329 shares; 2024Q4: 10,329 shares; 2025Q1: 10,329 shares; 2025Q2: 10,329 shares; 2025Q3: 10,329 shares; 2025Q4: 10,329 shares; 2026Q1: 10,329 shares 10,329 $68.5K <0.01% 0 Timeline BTG B2GOLD CORP More: the full row for B2GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,399 shares; 2024Q4: 14,399 shares; 2025Q1: 14,399 shares; 2025Q2: 19,399 shares; 2025Q3: 19,399 shares; 2025Q4: 14,399 shares; 2026Q1: 14,399 shares 14,399 $65.2K <0.01% 0 Timeline XTNT XTANT MED HLDGS INC More: the full row for XTANT MED 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: 100,297 shares; 2026Q1: 100,297 shares 100,297 $56K <0.01% 0 Timeline