AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 347,836 shares; 2025Q1: 349,429 shares; 2025Q2: 349,004 shares; 2025Q3: 367,706 shares; 2025Q4: 375,095 shares; 2026Q1: 378,124 shares; 2026Q2: 427,438 shares 427,438 $124M 3.44% +49,314 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 219,779 shares; 2025Q1: 241,540 shares; 2025Q2: 264,342 shares; 2025Q3: 267,190 shares; 2025Q4: 270,159 shares; 2026Q1: 265,078 shares; 2026Q2: 270,707 shares 270,707 $96.7M 2.69% +5,629 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; 2024Q3: restricted; 2024Q4: 95,872 shares; 2025Q1: 97,864 shares; 2025Q2: 145,642 shares; 2025Q3: 149,892 shares; 2025Q4: 148,037 shares; 2026Q1: 130,363 shares; 2026Q2: 130,932 shares 130,932 $96.4M 2.68% +569 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 214,993 shares; 2025Q1: 221,107 shares; 2025Q2: 206,698 shares; 2025Q3: 214,014 shares; 2025Q4: 216,975 shares; 2026Q1: 224,849 shares; 2026Q2: 240,248 shares 240,248 $89.6M 2.5% +15,399 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; 2024Q3: restricted; 2024Q4: 116,259 shares; 2025Q1: 117,578 shares; 2025Q2: 117,323 shares; 2025Q3: 121,945 shares; 2025Q4: 119,681 shares; 2026Q1: 113,809 shares; 2026Q2: 114,375 shares 114,375 $85.4M 2.38% +566 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; 2024Q3: restricted; 2024Q4: 215,245 shares; 2025Q1: 232,072 shares; 2025Q2: 238,863 shares; 2025Q3: 238,416 shares; 2025Q4: 240,725 shares; 2026Q1: 248,263 shares; 2026Q2: 256,731 shares 256,731 $84M 2.34% +8,468 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; 2024Q3: restricted; 2024Q4: 366,229 shares; 2025Q1: 366,081 shares; 2025Q2: 371,603 shares; 2025Q3: 377,623 shares; 2025Q4: 375,222 shares; 2026Q1: 372,486 shares; 2026Q2: 378,699 shares 378,699 $80.6M 2.24% +6,213 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; 2024Q3: restricted; 2024Q4: 162,600 shares; 2025Q1: 170,146 shares; 2025Q2: 173,434 shares; 2025Q3: 163,544 shares; 2025Q4: 160,721 shares; 2026Q1: 155,688 shares; 2026Q2: 929,025 shares 929,025 $80M 2.23% +773,337 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; 2024Q3: restricted; 2024Q4: 200,762 shares; 2025Q1: 213,477 shares; 2025Q2: 241,099 shares; 2025Q3: 253,918 shares; 2025Q4: 269,086 shares; 2026Q1: 293,734 shares; 2026Q2: 300,394 shares 300,394 $71.6M 1.99% +6,660 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,086,763 shares; 2025Q1: 2,238,947 shares; 2025Q2: 2,385,806 shares; 2025Q3: 2,466,330 shares; 2025Q4: 2,640,751 shares; 2026Q1: 2,853,427 shares; 2026Q2: 3,118,072 shares 3,118,072 $65M 1.81% +264,645 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; 2024Q3: restricted; 2024Q4: 197,905 shares; 2025Q1: 222,001 shares; 2025Q2: 226,096 shares; 2025Q3: 225,983 shares; 2025Q4: 222,980 shares; 2026Q1: 185,999 shares; 2026Q2: 785,840 shares 785,840 $63.3M 1.76% +599,841 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 211,468 shares; 2025Q1: 214,384 shares; 2025Q2: 261,088 shares; 2025Q3: 272,499 shares; 2025Q4: 281,483 shares; 2026Q1: 281,979 shares; 2026Q2: 311,700 shares 311,700 $62.4M 1.74% +29,721 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; 2024Q3: restricted; 2024Q4: 49,021 shares; 2025Q1: 62,617 shares; 2025Q2: 71,267 shares; 2025Q3: 77,706 shares; 2025Q4: 88,083 shares; 2026Q1: 97,158 shares; 2026Q2: 104,898 shares 104,898 $59.1M 1.65% +7,740 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 91,171 shares; 2025Q1: 105,361 shares; 2025Q2: 95,399 shares; 2025Q3: 101,480 shares; 2025Q4: 99,111 shares; 2026Q1: 99,028 shares; 2026Q2: 106,708 shares 106,708 $40.3M 1.12% +7,680 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 93,554 shares; 2025Q1: 95,563 shares; 2025Q2: 97,030 shares; 2025Q3: 99,008 shares; 2025Q4: 102,131 shares; 2026Q1: 105,015 shares; 2026Q2: 110,706 shares 110,706 $38M 1.06% +5,691 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 604,291 shares; 2025Q1: 795,562 shares; 2025Q2: 825,788 shares; 2025Q3: 888,986 shares; 2025Q4: 913,745 shares; 2026Q1: 1,316,615 shares; 2026Q2: 1,328,988 shares 1,328,988 $36.7M 1.02% +12,373 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 180,861 shares; 2025Q1: 185,124 shares; 2025Q2: 186,324 shares; 2025Q3: 178,465 shares; 2025Q4: 177,687 shares; 2026Q1: 178,620 shares; 2026Q2: 186,961 shares 186,961 $35.5M 0.99% +8,341 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; 2024Q3: restricted; 2024Q4: 217,750 shares; 2025Q1: 218,921 shares; 2025Q2: 218,768 shares; 2025Q3: 218,372 shares; 2025Q4: 220,806 shares; 2026Q1: 223,217 shares; 2026Q2: 224,177 shares 224,177 $35.4M 0.99% +960 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,361,733 shares; 2025Q1: 1,359,393 shares; 2025Q2: 1,523,416 shares; 2025Q3: 1,294,318 shares; 2025Q4: 1,351,617 shares; 2026Q1: 1,493,666 shares; 2026Q2: 1,491,364 shares 1,491,364 $34.5M 0.96% -2,302 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 265,570 shares; 2025Q1: 273,941 shares; 2025Q2: 273,898 shares; 2025Q3: 275,227 shares; 2025Q4: 272,680 shares; 2026Q1: 275,991 shares; 2026Q2: 348,080 shares 348,080 $33.6M 0.94% +72,089 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; 2024Q3: restricted; 2024Q4: 83,693 shares; 2025Q1: 86,236 shares; 2025Q2: 85,905 shares; 2025Q3: 85,000 shares; 2025Q4: 83,828 shares; 2026Q1: 81,750 shares; 2026Q2: 82,317 shares 82,317 $30.5M 0.85% +567 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; 2024Q3: restricted; 2024Q4: 91,645 shares; 2025Q1: 104,207 shares; 2025Q2: 167,391 shares; 2025Q3: 175,393 shares; 2025Q4: 184,687 shares; 2026Q1: 202,138 shares; 2026Q2: 485,267 shares 485,267 $29.8M 0.83% +283,129 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 74,909 shares; 2025Q1: 82,256 shares; 2025Q2: 79,922 shares; 2025Q3: 79,981 shares; 2025Q4: 80,809 shares; 2026Q1: 78,540 shares; 2026Q2: 81,618 shares 81,618 $28.8M 0.8% +3,078 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; 2024Q3: restricted; 2024Q4: 44,721 shares; 2025Q1: 48,315 shares; 2025Q2: 47,718 shares; 2025Q3: 40,105 shares; 2025Q4: 39,761 shares; 2026Q1: 39,631 shares; 2026Q2: 41,241 shares 41,241 $28.3M 0.79% +1,610 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 916,712 shares; 2025Q1: 968,055 shares; 2025Q2: 1,123,205 shares; 2025Q3: 562,398 shares; 2025Q4: 568,050 shares; 2026Q1: 1,168,091 shares; 2026Q2: 1,273,692 shares 1,273,692 $27.8M 0.77% +105,601 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 123,559 shares; 2025Q1: 198,450 shares; 2025Q2: 210,256 shares; 2025Q3: 215,774 shares; 2025Q4: 223,221 shares; 2026Q1: 220,383 shares; 2026Q2: 235,341 shares 235,341 $26.7M 0.74% +14,958 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; 2024Q3: restricted; 2024Q4: 120,046 shares; 2025Q1: 119,105 shares; 2025Q2: 118,740 shares; 2025Q3: 117,016 shares; 2025Q4: 115,872 shares; 2026Q1: 114,775 shares; 2026Q2: 121,865 shares 121,865 $26.6M 0.74% +7,090 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 103,822 shares; 2025Q1: 104,076 shares; 2025Q2: 106,283 shares; 2025Q3: 108,525 shares; 2025Q4: 109,139 shares; 2026Q1: 107,000 shares; 2026Q2: 107,710 shares 107,710 $26.1M 0.73% +710 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 29,307 shares; 2025Q1: 30,888 shares; 2025Q2: 31,297 shares; 2025Q3: 28,508 shares; 2025Q4: 28,329 shares; 2026Q1: 24,243 shares; 2026Q2: 22,755 shares 22,755 $24.2M 0.67% -1,488 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; 2024Q3: restricted; 2024Q4: 6,642 shares; 2025Q1: 10,022 shares; 2025Q2: 24,011 shares; 2025Q3: 374,957 shares; 2025Q4: 410,945 shares; 2026Q1: 419,364 shares; 2026Q2: 456,366 shares 456,366 $22.5M 0.63% +37,002 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,205 shares; 2025Q2: 11,802 shares; 2025Q3: 40,280 shares; 2025Q4: 43,599 shares; 2026Q1: 27,904 shares; 2026Q2: 77,247 shares 77,247 $22.1M 0.62% +49,343 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; 2024Q3: restricted; 2024Q4: 56,650 shares; 2025Q1: 61,503 shares; 2025Q2: 62,230 shares; 2025Q3: 61,134 shares; 2025Q4: 123,330 shares; 2026Q1: 120,949 shares; 2026Q2: 116,035 shares 116,035 $22.1M 0.62% -4,914 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; 2024Q3: restricted; 2024Q4: 17,262 shares; 2025Q1: 18,919 shares; 2025Q2: 25,562 shares; 2025Q3: 24,818 shares; 2025Q4: 27,766 shares; 2026Q1: 29,605 shares; 2026Q2: 28,439 shares 28,439 $21.7M 0.6% -1,166 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,506 shares; 2025Q1: 35,468 shares; 2025Q2: 43,451 shares; 2025Q3: 69,269 shares; 2025Q4: 76,560 shares; 2026Q1: 65,741 shares; 2026Q2: 64,568 shares 64,568 $21.6M 0.6% -1,173 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; 2024Q3: restricted; 2024Q4: 1,177,083 shares; 2025Q1: 1,289,798 shares; 2025Q2: 1,273,322 shares; 2025Q3: 693,141 shares; 2025Q4: 692,188 shares; 2026Q1: 684,588 shares; 2026Q2: 669,580 shares 669,580 $21.2M 0.59% -15,008 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 277,328 shares; 2025Q1: 277,402 shares; 2025Q2: 284,547 shares; 2025Q3: 287,094 shares; 2025Q4: 283,857 shares; 2026Q1: 258,795 shares; 2026Q2: 262,269 shares 262,269 $21.2M 0.59% +3,474 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,846 shares; 2025Q1: 22,396 shares; 2025Q2: 22,945 shares; 2025Q3: 24,116 shares; 2025Q4: 25,997 shares; 2026Q1: 25,047 shares; 2026Q2: 28,157 shares 28,157 $21.1M 0.59% +3,110 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 115,414 shares; 2025Q4: 117,297 shares; 2026Q1: 141,074 shares; 2026Q2: 130,488 shares 130,488 $21.1M 0.59% -10,586 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; 2024Q3: restricted; 2024Q4: 24,981 shares; 2025Q1: 25,636 shares; 2025Q2: 27,567 shares; 2025Q3: 42,184 shares; 2025Q4: 47,349 shares; 2026Q1: 46,562 shares; 2026Q2: 36,096 shares 36,096 $21M 0.58% -10,466 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; 2024Q3: restricted; 2024Q4: 4,321 shares; 2025Q1: 4,515 shares; 2025Q2: 3,885 shares; 2025Q3: 4,748 shares; 2025Q4: 7,291 shares; 2026Q1: 14,030 shares; 2026Q2: 17,652 shares 17,652 $20.7M 0.58% +3,622 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 42,169 shares; 2025Q1: 41,076 shares; 2025Q2: 46,067 shares; 2025Q3: 43,442 shares; 2025Q4: 46,759 shares; 2026Q1: 46,281 shares; 2026Q2: 48,257 shares 48,257 $20.3M 0.57% +1,976 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; 2024Q3: restricted; 2024Q4: 67,361 shares; 2025Q1: 96,685 shares; 2025Q2: 94,854 shares; 2025Q3: 91,664 shares; 2025Q4: 61,759 shares; 2026Q1: 45,454 shares; 2026Q2: 46,519 shares 46,519 $20.2M 0.56% +1,065 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,999 shares; 2025Q3: 22,898 shares; 2025Q4: 41,891 shares; 2026Q1: 87,652 shares; 2026Q2: 115,940 shares 115,940 $20.1M 0.56% +28,288 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; 2024Q3: restricted; 2024Q4: 36,859 shares; 2025Q1: 37,006 shares; 2025Q2: 37,864 shares; 2025Q3: 39,279 shares; 2025Q4: 39,278 shares; 2026Q1: 38,560 shares; 2026Q2: 39,614 shares 39,614 $19.8M 0.55% +1,054 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 128,298 shares; 2025Q1: 126,786 shares; 2025Q2: 126,761 shares; 2025Q3: 127,285 shares; 2025Q4: 123,503 shares; 2026Q1: 125,090 shares; 2026Q2: 132,480 shares 132,480 $19.6M 0.55% +7,390 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; 2024Q3: restricted; 2024Q4: 35,116 shares; 2025Q1: 43,643 shares; 2025Q2: 46,714 shares; 2025Q3: 47,806 shares; 2025Q4: 53,876 shares; 2026Q1: 58,375 shares; 2026Q2: 55,542 shares 55,542 $18.9M 0.53% -2,833 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 502,304 shares; 2025Q1: 439,634 shares; 2025Q2: 443,534 shares; 2025Q3: 451,203 shares; 2025Q4: 451,781 shares; 2026Q1: 426,639 shares; 2026Q2: 430,870 shares 430,870 $18.4M 0.51% +4,231 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 119,913 shares; 2025Q1: 127,668 shares; 2025Q2: 130,491 shares; 2025Q3: 151,483 shares; 2025Q4: 148,781 shares; 2026Q1: 194,536 shares; 2026Q2: 204,606 shares 204,606 $17.7M 0.49% +10,070 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 151,317 shares; 2025Q4: 150,451 shares; 2026Q1: 164,229 shares; 2026Q2: 173,085 shares 173,085 $17.6M 0.49% +8,856 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,802 shares; 2025Q1: not reported; 2025Q2: 3,931 shares; 2025Q3: 4,067 shares; 2025Q4: 9,854 shares; 2026Q1: 265,472 shares; 2026Q2: 257,868 shares 257,868 $17.4M 0.49% -7,604 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 82,371 shares; 2025Q1: 85,613 shares; 2025Q2: 80,572 shares; 2025Q3: 77,605 shares; 2025Q4: 74,144 shares; 2026Q1: 76,508 shares; 2026Q2: 76,416 shares 76,416 $17.3M 0.48% -92 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,255 shares; 2025Q1: 20,969 shares; 2025Q2: 63,373 shares; 2025Q3: 65,264 shares; 2025Q4: 66,193 shares; 2026Q1: 74,311 shares; 2026Q2: 81,473 shares 81,473 $17M 0.47% +7,162 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; 2024Q3: restricted; 2024Q4: 6,281 shares; 2025Q1: 10,334 shares; 2025Q2: 12,046 shares; 2025Q3: 12,461 shares; 2025Q4: 12,923 shares; 2026Q1: 12,666 shares; 2026Q2: 14,155 shares 14,155 $17M 0.47% +1,489 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 30,084 shares; 2025Q1: 30,416 shares; 2025Q2: 30,477 shares; 2025Q3: 30,787 shares; 2025Q4: 31,653 shares; 2026Q1: 31,991 shares; 2026Q2: 32,625 shares 32,625 $16.8M 0.47% +634 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,303 shares; 2025Q1: 11,839 shares; 2025Q2: 11,981 shares; 2025Q3: 12,257 shares; 2025Q4: 12,706 shares; 2026Q1: 15,320 shares; 2026Q2: 17,355 shares 17,355 $16.7M 0.46% +2,035 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 96,384 shares; 2025Q1: 70,026 shares; 2025Q2: 67,740 shares; 2025Q3: 65,328 shares; 2025Q4: 62,059 shares; 2026Q1: 60,427 shares; 2026Q2: 65,476 shares 65,476 $16.6M 0.46% +5,049 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 76,926 shares; 2025Q2: 125,420 shares; 2025Q3: 103,744 shares; 2025Q4: 108,722 shares; 2026Q1: 149,574 shares; 2026Q2: 165,717 shares 165,717 $16.6M 0.46% +16,143 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,168 shares; 2025Q3: 17,135 shares; 2025Q4: 19,335 shares; 2026Q1: 291,155 shares; 2026Q2: 311,126 shares 311,126 $16.6M 0.46% +19,971 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 819,926 shares; 2025Q1: 811,145 shares; 2025Q2: 937,560 shares; 2025Q3: 745,038 shares; 2025Q4: 829,557 shares; 2026Q1: 864,007 shares; 2026Q2: 662,326 shares 662,326 $16M 0.45% -201,681 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 44,910 shares; 2025Q1: 21,920 shares; 2025Q2: 39,896 shares; 2025Q3: 40,990 shares; 2025Q4: 42,365 shares; 2026Q1: 42,429 shares; 2026Q2: 42,758 shares 42,758 $15.5M 0.43% +329 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 60,508 shares; 2025Q1: 62,628 shares; 2025Q2: 63,582 shares; 2025Q3: 63,005 shares; 2025Q4: 63,246 shares; 2026Q1: 84,430 shares; 2026Q2: 81,037 shares 81,037 $15M 0.42% -3,393 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 288,736 shares; 2025Q1: 395,771 shares; 2025Q2: 403,220 shares; 2025Q3: 421,114 shares; 2025Q4: 440,794 shares; 2026Q1: 449,917 shares; 2026Q2: 494,429 shares 494,429 $14.9M 0.42% +44,512 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; 2024Q3: restricted; 2024Q4: 38,666 shares; 2025Q1: 39,764 shares; 2025Q2: 39,617 shares; 2025Q3: 40,399 shares; 2025Q4: 41,676 shares; 2026Q1: 38,715 shares; 2026Q2: 41,703 shares 41,703 $14.7M 0.41% +2,988 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 36,852 shares; 2025Q1: 23,929 shares; 2025Q2: 23,228 shares; 2025Q3: 22,930 shares; 2025Q4: 25,318 shares; 2026Q1: 26,816 shares; 2026Q2: 53,636 shares 53,636 $14.5M 0.4% +26,820 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 70,196 shares; 2025Q1: 70,592 shares; 2025Q2: 69,551 shares; 2025Q3: 79,136 shares; 2025Q4: 96,544 shares; 2026Q1: 81,244 shares; 2026Q2: 85,433 shares 85,433 $14.4M 0.4% +4,189 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,247 shares; 2025Q1: 24,029 shares; 2025Q2: 24,850 shares; 2025Q3: 26,105 shares; 2025Q4: 24,650 shares; 2026Q1: 79,802 shares; 2026Q2: 98,367 shares 98,367 $14.4M 0.4% +18,565 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 38,382 shares; 2025Q1: 39,646 shares; 2025Q2: 38,994 shares; 2025Q3: 40,558 shares; 2025Q4: 50,694 shares; 2026Q1: 51,543 shares; 2026Q2: 63,216 shares 63,216 $14.1M 0.39% +11,673 Timeline ANDE ANDERSONS INC More: the full row for ANDERSONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 338,083 shares; 2025Q1: 328,011 shares; 2025Q2: 327,326 shares; 2025Q3: 323,086 shares; 2025Q4: 314,010 shares; 2026Q1: 215,049 shares; 2026Q2: 205,277 shares 205,277 $14M 0.39% -9,772 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,676 shares; 2025Q1: 15,700 shares; 2025Q2: 12,837 shares; 2025Q3: 15,230 shares; 2025Q4: 197,415 shares; 2026Q1: 217,463 shares; 2026Q2: 194,805 shares 194,805 $13.9M 0.39% -22,658 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 94,693 shares; 2025Q1: 95,951 shares; 2025Q2: 95,385 shares; 2025Q3: 97,682 shares; 2025Q4: 100,430 shares; 2026Q1: 105,320 shares; 2026Q2: 111,243 shares 111,243 $13.9M 0.39% +5,923 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 31,601 shares; 2025Q1: 36,350 shares; 2025Q2: 37,382 shares; 2025Q3: 37,904 shares; 2025Q4: 39,971 shares; 2026Q1: 39,608 shares; 2026Q2: 39,637 shares 39,637 $13.5M 0.38% +29 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; 2024Q3: restricted; 2024Q4: 224,797 shares; 2025Q1: 243,324 shares; 2025Q2: 240,660 shares; 2025Q3: 240,605 shares; 2025Q4: 235,712 shares; 2026Q1: 235,341 shares; 2026Q2: 236,425 shares 236,425 $13.5M 0.38% +1,084 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 39,048 shares; 2025Q1: 39,016 shares; 2025Q2: 39,030 shares; 2025Q3: 39,039 shares; 2025Q4: 38,919 shares; 2026Q1: 38,644 shares; 2026Q2: 38,940 shares 38,940 $13.4M 0.37% +296 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; 2024Q3: restricted; 2024Q4: 115,526 shares; 2025Q1: 111,524 shares; 2025Q2: 110,195 shares; 2025Q3: 91,288 shares; 2025Q4: 93,391 shares; 2026Q1: 90,859 shares; 2026Q2: 97,649 shares 97,649 $13.4M 0.37% +6,790 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 104,026 shares; 2025Q1: 113,831 shares; 2025Q2: 118,262 shares; 2025Q3: 117,176 shares; 2025Q4: 117,411 shares; 2026Q1: 118,247 shares; 2026Q2: 120,386 shares 120,386 $12.9M 0.36% +2,139 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; 2024Q3: restricted; 2024Q4: 23,998 shares; 2025Q1: 24,231 shares; 2025Q2: 24,426 shares; 2025Q3: 24,780 shares; 2025Q4: 23,899 shares; 2026Q1: 23,701 shares; 2026Q2: 37,945 shares 37,945 $12.8M 0.36% +14,244 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,358 shares; 2025Q1: 10,864 shares; 2025Q2: 23,158 shares; 2025Q3: 26,585 shares; 2025Q4: 24,379 shares; 2026Q1: 24,623 shares; 2026Q2: 24,860 shares 24,860 $12.8M 0.36% +237 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; 2024Q3: restricted; 2024Q4: 138,494 shares; 2025Q1: 142,600 shares; 2025Q2: 142,858 shares; 2025Q3: 149,083 shares; 2025Q4: 160,549 shares; 2026Q1: 143,721 shares; 2026Q2: 138,917 shares 138,917 $12.2M 0.34% -4,804 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 107,400 shares; 2025Q1: 107,652 shares; 2025Q2: 108,396 shares; 2025Q3: 80,853 shares; 2025Q4: 80,390 shares; 2026Q1: 72,738 shares; 2026Q2: 73,098 shares 73,098 $12.1M 0.34% +360 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; 2024Q3: restricted; 2024Q4: 178,722 shares; 2025Q1: 93,773 shares; 2025Q2: 88,098 shares; 2025Q3: 90,039 shares; 2025Q4: 90,229 shares; 2026Q1: 91,718 shares; 2026Q2: 101,632 shares 101,632 $11.9M 0.33% +9,914 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; 2024Q3: restricted; 2024Q4: 62,819 shares; 2025Q1: 148,404 shares; 2025Q2: 171,818 shares; 2025Q3: 120,260 shares; 2025Q4: 136,085 shares; 2026Q1: 133,460 shares; 2026Q2: 135,710 shares 135,710 $11.9M 0.33% +2,250 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24,194 shares; 2025Q1: 24,401 shares; 2025Q2: 24,473 shares; 2025Q3: 24,026 shares; 2025Q4: 23,863 shares; 2026Q1: 24,144 shares; 2026Q2: 94,649 shares 94,649 $11.8M 0.33% +70,505 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; 2024Q3: restricted; 2024Q4: 33,623 shares; 2025Q1: 190,702 shares; 2025Q2: 208,850 shares; 2025Q3: 192,529 shares; 2025Q4: 191,169 shares; 2026Q1: 114,663 shares; 2026Q2: 118,915 shares 118,915 $11.7M 0.33% +4,252 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,610 shares; 2025Q1: 56,725 shares; 2025Q2: 57,973 shares; 2025Q3: 59,505 shares; 2025Q4: 59,523 shares; 2026Q1: 61,456 shares; 2026Q2: 62,955 shares 62,955 $11.7M 0.32% +1,499 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 109,758 shares; 2026Q2: 110,853 shares 110,853 $11.6M 0.32% +1,095 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 45,032 shares; 2025Q1: 55,986 shares; 2025Q2: 85,405 shares; 2025Q3: 118,867 shares; 2025Q4: 224,211 shares; 2026Q1: 237,701 shares; 2026Q2: 304,689 shares 304,689 $11.6M 0.32% +66,988 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; 2024Q3: restricted; 2024Q4: 3,382 shares; 2025Q1: 4,782 shares; 2025Q2: 6,068 shares; 2025Q3: 6,416 shares; 2025Q4: 7,739 shares; 2026Q1: 53,576 shares; 2026Q2: 57,564 shares 57,564 $11.5M 0.32% +3,988 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 160,333 shares; 2025Q1: 160,333 shares; 2025Q2: 160,265 shares; 2025Q3: 160,265 shares; 2025Q4: 163,498 shares; 2026Q1: 163,386 shares; 2026Q2: 254,517 shares 254,517 $11.3M 0.31% +91,131 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 93,080 shares; 2025Q1: 107,382 shares; 2025Q2: 107,386 shares; 2025Q3: 107,452 shares; 2025Q4: 106,632 shares; 2026Q1: 106,200 shares; 2026Q2: 108,215 shares 108,215 $11.2M 0.31% +2,015 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 855,741 shares; 2025Q1: 920,054 shares; 2025Q2: 982,970 shares; 2025Q3: 1,149,605 shares; 2025Q4: 1,161,524 shares; 2026Q1: 572,850 shares; 2026Q2: 456,702 shares 456,702 $11.1M 0.31% -116,148 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,235 shares; 2025Q3: 80,319 shares; 2025Q4: 81,665 shares; 2026Q1: 82,154 shares; 2026Q2: 87,121 shares 87,121 $10.7M 0.3% +4,967 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,879 shares; 2025Q4: 3,012 shares; 2026Q1: 47,232 shares; 2026Q2: 62,945 shares 62,945 $10.7M 0.3% +15,713 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 51,922 shares; 2025Q1: 70,682 shares; 2025Q2: 76,397 shares; 2025Q3: 77,762 shares; 2025Q4: 85,930 shares; 2026Q1: 92,755 shares; 2026Q2: 91,569 shares 91,569 $10.5M 0.29% -1,186 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; 2024Q3: restricted; 2024Q4: 99,728 shares; 2025Q1: 104,355 shares; 2025Q2: 103,543 shares; 2025Q3: 99,977 shares; 2025Q4: 94,289 shares; 2026Q1: 93,888 shares; 2026Q2: 69,409 shares 69,409 $10.2M 0.28% -24,479 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 108,185 shares; 2025Q1: 118,219 shares; 2025Q2: 121,551 shares; 2025Q3: 121,326 shares; 2025Q4: 116,537 shares; 2026Q1: 117,350 shares; 2026Q2: 130,371 shares 130,371 $9.76M 0.27% +13,021 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 46,685 shares; 2025Q1: 44,363 shares; 2025Q2: 35,770 shares; 2025Q3: 33,486 shares; 2025Q4: 33,455 shares; 2026Q1: 34,685 shares; 2026Q2: 38,688 shares 38,688 $9.74M 0.27% +4,003 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,015 shares; 2025Q1: 7,703 shares; 2025Q2: 13,212 shares; 2025Q3: 18,513 shares; 2025Q4: 39,276 shares; 2026Q1: 41,829 shares; 2026Q2: 61,827 shares 61,827 $9.7M 0.27% +19,998 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; 2024Q3: restricted; 2024Q4: 7,861 shares; 2025Q1: 8,164 shares; 2025Q2: 8,547 shares; 2025Q3: 8,950 shares; 2025Q4: 9,125 shares; 2026Q1: 9,198 shares; 2026Q2: 10,366 shares 10,366 $9.7M 0.27% +1,168 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; 2024Q3: restricted; 2024Q4: 47,252 shares; 2025Q1: 73,394 shares; 2025Q2: 84,565 shares; 2025Q3: 76,908 shares; 2025Q4: 80,613 shares; 2026Q1: 82,812 shares; 2026Q2: 81,182 shares 81,182 $9.66M 0.27% -1,630 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; 2024Q3: restricted; 2024Q4: 80,467 shares; 2025Q1: 89,741 shares; 2025Q2: 91,704 shares; 2025Q3: 45,156 shares; 2025Q4: 47,233 shares; 2026Q1: 43,658 shares; 2026Q2: 40,436 shares 40,436 $9.57M 0.27% -3,222 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24,916 shares; 2025Q1: 28,591 shares; 2025Q2: 70,526 shares; 2025Q3: 72,385 shares; 2025Q4: 78,641 shares; 2026Q1: 36,072 shares; 2026Q2: 37,252 shares 37,252 $9.52M 0.26% +1,180 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,894 shares; 2025Q3: 58,529 shares; 2025Q4: 182,679 shares; 2026Q1: 196,146 shares; 2026Q2: 269,605 shares 269,605 $9.5M 0.26% +73,459 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24,303 shares; 2025Q1: 25,320 shares; 2025Q2: 26,405 shares; 2025Q3: 87,847 shares; 2025Q4: 88,378 shares; 2026Q1: 90,753 shares; 2026Q2: 92,780 shares 92,780 $9.48M 0.26% +2,027 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,367 shares; 2025Q1: not reported; 2025Q2: 4,081 shares; 2025Q3: 3,699 shares; 2025Q4: 3,718 shares; 2026Q1: 45,210 shares; 2026Q2: 31,526 shares 31,526 $9.39M 0.26% -13,684 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; 2024Q3: restricted; 2024Q4: 60,573 shares; 2025Q1: 63,617 shares; 2025Q2: 68,233 shares; 2025Q3: 69,992 shares; 2025Q4: 70,831 shares; 2026Q1: 74,066 shares; 2026Q2: 66,046 shares 66,046 $9.04M 0.25% -8,020 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 47,965 shares; 2025Q1: 36,822 shares; 2025Q2: 34,965 shares; 2025Q3: 34,234 shares; 2025Q4: 32,263 shares; 2026Q1: 31,828 shares; 2026Q2: 29,636 shares 29,636 $8.98M 0.25% -2,192 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; 2024Q3: restricted; 2024Q4: 15,682 shares; 2025Q1: 15,749 shares; 2025Q2: 15,811 shares; 2025Q3: 16,463 shares; 2025Q4: 16,808 shares; 2026Q1: 16,998 shares; 2026Q2: 17,551 shares 17,551 $8.94M 0.25% +553 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; 2024Q3: restricted; 2024Q4: 88,388 shares; 2025Q1: 77,001 shares; 2025Q2: 69,002 shares; 2025Q3: 74,091 shares; 2025Q4: 73,990 shares; 2026Q1: 69,055 shares; 2026Q2: 75,159 shares 75,159 $8.77M 0.24% +6,104 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; 2024Q3: restricted; 2024Q4: 139,522 shares; 2025Q1: 152,367 shares; 2025Q2: 155,267 shares; 2025Q3: 155,032 shares; 2025Q4: 154,695 shares; 2026Q1: 154,501 shares; 2026Q2: 163,094 shares 163,094 $8.74M 0.24% +8,593 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; 2024Q3: restricted; 2024Q4: 107,198 shares; 2025Q1: 111,148 shares; 2025Q2: 103,897 shares; 2025Q3: 102,763 shares; 2025Q4: 103,374 shares; 2026Q1: 113,455 shares; 2026Q2: 116,118 shares 116,118 $8.35M 0.23% +2,663 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; 2024Q3: restricted; 2024Q4: 140,616 shares; 2025Q1: 134,575 shares; 2025Q2: 129,771 shares; 2025Q3: 114,315 shares; 2025Q4: 110,175 shares; 2026Q1: 109,373 shares; 2026Q2: 102,305 shares 102,305 $8.31M 0.23% -7,068 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 79,913 shares; 2025Q1: 80,245 shares; 2025Q2: 82,449 shares; 2025Q3: 84,262 shares; 2025Q4: 81,973 shares; 2026Q1: 87,952 shares; 2026Q2: 106,443 shares 106,443 $8.21M 0.23% +18,491 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; 2024Q3: restricted; 2024Q4: 137,142 shares; 2025Q1: 138,476 shares; 2025Q2: 139,484 shares; 2025Q3: 139,974 shares; 2025Q4: 143,041 shares; 2026Q1: 172,852 shares; 2026Q2: 190,140 shares 190,140 $8.05M 0.22% +17,288 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 56,593 shares; 2025Q1: 56,392 shares; 2025Q2: 36,571 shares; 2025Q3: 33,229 shares; 2025Q4: 33,512 shares; 2026Q1: 30,284 shares; 2026Q2: 31,458 shares 31,458 $8.04M 0.22% +1,174 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 29,280 shares; 2025Q1: 27,824 shares; 2025Q2: 27,510 shares; 2025Q3: 26,860 shares; 2025Q4: 26,476 shares; 2026Q1: 26,397 shares; 2026Q2: 26,388 shares 26,388 $7.93M 0.22% -9 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; 2024Q3: restricted; 2024Q4: 4,499 shares; 2025Q1: 11,081 shares; 2025Q2: 11,151 shares; 2025Q3: 7,435 shares; 2025Q4: 10,881 shares; 2026Q1: 11,782 shares; 2026Q2: 10,884 shares 10,884 $7.87M 0.22% -898 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,362 shares; 2025Q1: 6,591 shares; 2025Q2: 7,439 shares; 2025Q3: 7,982 shares; 2025Q4: 39,287 shares; 2026Q1: 56,867 shares; 2026Q2: 77,074 shares 77,074 $7.65M 0.21% +20,207 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,778 shares; 2026Q1: 45,805 shares; 2026Q2: 27,969 shares 27,969 $7.61M 0.21% -17,836 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 41,051 shares; 2025Q1: 33,360 shares; 2025Q2: 33,233 shares; 2025Q3: 33,337 shares; 2025Q4: 33,154 shares; 2026Q1: 32,939 shares; 2026Q2: 34,039 shares 34,039 $7.53M 0.21% +1,100 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 86,254 shares; 2025Q1: 92,445 shares; 2025Q2: 96,207 shares; 2025Q3: 97,902 shares; 2025Q4: 108,914 shares; 2026Q1: 119,248 shares; 2026Q2: 132,992 shares 132,992 $7.5M 0.21% +13,744 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; 2024Q3: restricted; 2024Q4: 196,899 shares; 2025Q1: 196,818 shares; 2025Q2: 196,905 shares; 2025Q3: 197,049 shares; 2025Q4: 191,269 shares; 2026Q1: 179,491 shares; 2026Q2: 255,357 shares 255,357 $7.4M 0.21% +75,866 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; 2024Q3: restricted; 2024Q4: 10,249 shares; 2025Q1: 18,111 shares; 2025Q2: 44,083 shares; 2025Q3: 58,142 shares; 2025Q4: 101,640 shares; 2026Q1: 107,746 shares; 2026Q2: 152,591 shares 152,591 $7.2M 0.2% +44,845 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; 2024Q3: restricted; 2024Q4: 350 shares; 2025Q1: 345 shares; 2025Q2: 421 shares; 2025Q3: 412 shares; 2025Q4: 436 shares; 2026Q1: 451 shares; 2026Q2: 40,307 shares 40,307 $7.18M 0.2% +39,856 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,742 shares; 2025Q1: 4,742 shares; 2025Q2: 4,786 shares; 2025Q3: 4,721 shares; 2025Q4: 4,721 shares; 2026Q1: 4,636 shares; 2026Q2: 55,802 shares 55,802 $7.13M 0.2% +51,166 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 37,077 shares; 2025Q1: 38,487 shares; 2025Q2: 42,146 shares; 2025Q3: 43,073 shares; 2025Q4: 43,846 shares; 2026Q1: 52,724 shares; 2026Q2: 60,384 shares 60,384 $7.11M 0.2% +7,660 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; 2024Q3: restricted; 2024Q4: 14,083 shares; 2025Q1: 14,870 shares; 2025Q2: 15,073 shares; 2025Q3: 16,743 shares; 2025Q4: 16,812 shares; 2026Q1: 19,847 shares; 2026Q2: 15,441 shares 15,441 $7.08M 0.2% -4,406 Timeline BRK-A 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; 2024Q3: restricted; 2024Q4: 9 shares; 2025Q1: 11 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 9 shares 9 $6.74M 0.19% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 62,746 shares; 2025Q1: 92,714 shares; 2025Q2: 92,196 shares; 2025Q3: 92,355 shares; 2025Q4: 92,364 shares; 2026Q1: 94,062 shares; 2026Q2: 95,934 shares 95,934 $6.56M 0.18% +1,872 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 63,420 shares; 2025Q1: 62,784 shares; 2025Q2: 62,874 shares; 2025Q3: 62,874 shares; 2025Q4: 62,256 shares; 2026Q1: 67,452 shares; 2026Q2: 66,782 shares 66,782 $6.56M 0.18% -670 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 23,516 shares; 2025Q1: 21,958 shares; 2025Q2: 22,072 shares; 2025Q3: 22,918 shares; 2025Q4: 22,943 shares; 2026Q1: 22,485 shares; 2026Q2: 127,522 shares 127,522 $6.54M 0.18% +105,037 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 60,461 shares 60,461 $6.43M 0.18% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,587 shares; 2025Q1: 2,509 shares; 2025Q2: 2,843 shares; 2025Q3: 2,871 shares; 2025Q4: 20,149 shares; 2026Q1: 25,053 shares; 2026Q2: 26,751 shares 26,751 $6.37M 0.18% +1,698 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; 2024Q3: restricted; 2024Q4: 31,529 shares; 2025Q1: 32,016 shares; 2025Q2: 32,675 shares; 2025Q3: 33,864 shares; 2025Q4: 38,513 shares; 2026Q1: 30,675 shares; 2026Q2: 28,678 shares 28,678 $6.32M 0.18% -1,997 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; 2024Q3: restricted; 2024Q4: 84,962 shares; 2025Q1: 87,964 shares; 2025Q2: 90,372 shares; 2025Q3: 89,070 shares; 2025Q4: 88,087 shares; 2026Q1: 91,451 shares; 2026Q2: 104,638 shares 104,638 $6.25M 0.17% +13,187 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; 2024Q3: restricted; 2024Q4: 69,409 shares; 2025Q1: 71,648 shares; 2025Q2: 64,721 shares; 2025Q3: 64,572 shares; 2025Q4: 64,287 shares; 2026Q1: 64,042 shares; 2026Q2: 64,175 shares 64,175 $6.18M 0.17% +133 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 27,245 shares; 2025Q1: 28,067 shares; 2025Q2: 28,600 shares; 2025Q3: 29,317 shares; 2025Q4: 26,010 shares; 2026Q1: 26,354 shares; 2026Q2: 11,713 shares 11,713 $6.08M 0.17% -14,641 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; 2024Q3: restricted; 2024Q4: 13,325 shares; 2025Q1: 24,514 shares; 2025Q2: 48,449 shares; 2025Q3: 37,219 shares; 2025Q4: 38,614 shares; 2026Q1: 45,991 shares; 2026Q2: 55,997 shares 55,997 $6.02M 0.17% +10,006 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; 2024Q3: restricted; 2024Q4: 52,172 shares; 2025Q1: 46,463 shares; 2025Q2: 44,995 shares; 2025Q3: 41,663 shares; 2025Q4: 43,913 shares; 2026Q1: 43,092 shares; 2026Q2: 45,543 shares 45,543 $5.85M 0.16% +2,451 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,239 shares; 2025Q1: 13,997 shares; 2025Q2: 27,697 shares; 2025Q3: 39,196 shares; 2025Q4: 89,509 shares; 2026Q1: 95,723 shares; 2026Q2: 128,713 shares 128,713 $5.73M 0.16% +32,990 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; 2024Q3: restricted; 2024Q4: 9,227 shares; 2025Q1: 9,498 shares; 2025Q2: 9,601 shares; 2025Q3: 9,950 shares; 2025Q4: 11,303 shares; 2026Q1: 11,390 shares; 2026Q2: 13,331 shares 13,331 $5.68M 0.16% +1,941 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 108,281 shares; 2025Q1: 109,761 shares; 2025Q2: 108,584 shares; 2025Q3: 108,586 shares; 2025Q4: 108,534 shares; 2026Q1: 119,055 shares; 2026Q2: 119,017 shares 119,017 $5.68M 0.16% -38 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 187,186 shares; 2026Q1: 247,290 shares; 2026Q2: 271,983 shares 271,983 $5.59M 0.16% +24,693 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,088 shares; 2025Q1: 13,090 shares; 2025Q2: 10,630 shares; 2025Q3: 10,734 shares; 2025Q4: 10,639 shares; 2026Q1: 10,627 shares; 2026Q2: 10,631 shares 10,631 $5.55M 0.15% +4 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 188,147 shares; 2025Q1: 187,086 shares; 2025Q2: 193,603 shares; 2025Q3: 201,589 shares; 2025Q4: 206,198 shares; 2026Q1: 215,679 shares; 2026Q2: 216,081 shares 216,081 $5.54M 0.15% +402 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 46,984 shares; 2025Q1: 53,707 shares; 2025Q2: 49,002 shares; 2025Q3: 47,877 shares; 2025Q4: 41,499 shares; 2026Q1: 40,679 shares; 2026Q2: 39,580 shares 39,580 $5.53M 0.15% -1,099 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 230,154 shares; 2025Q1: 253,644 shares; 2025Q2: 256,699 shares; 2025Q3: 268,040 shares; 2025Q4: 280,947 shares; 2026Q1: 331,436 shares; 2026Q2: 343,597 shares 343,597 $5.49M 0.15% +12,161 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 93,313 shares; 2025Q1: 89,085 shares; 2025Q2: 89,077 shares; 2025Q3: 90,061 shares; 2025Q4: 87,773 shares; 2026Q1: 91,770 shares; 2026Q2: 105,935 shares 105,935 $5.34M 0.15% +14,165 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 65,696 shares; 2025Q1: 71,333 shares; 2025Q2: 100,632 shares; 2025Q3: 103,773 shares; 2025Q4: 104,094 shares; 2026Q1: 103,592 shares; 2026Q2: 106,966 shares 106,966 $5.33M 0.15% +3,374 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; 2024Q3: restricted; 2024Q4: 20,254 shares; 2025Q1: 21,446 shares; 2025Q2: 22,005 shares; 2025Q3: 22,159 shares; 2025Q4: 23,014 shares; 2026Q1: 23,687 shares; 2026Q2: 23,393 shares 23,393 $5.23M 0.15% -294 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; 2024Q3: restricted; 2024Q4: 2,732 shares; 2025Q1: 3,675 shares; 2025Q2: 4,536 shares; 2025Q3: 4,518 shares; 2025Q4: 4,606 shares; 2026Q1: 5,039 shares; 2026Q2: 5,137 shares 5,137 $5.2M 0.14% +98 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,599 shares; 2025Q1: 1,774 shares; 2025Q2: 1,937 shares; 2025Q3: 2,329 shares; 2025Q4: 2,421 shares; 2026Q1: 3,195 shares; 2026Q2: 3,025 shares 3,025 $5.14M 0.14% -170 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 39,534 shares; 2025Q1: 51,272 shares; 2025Q2: 44,170 shares; 2025Q3: 38,843 shares; 2025Q4: 40,867 shares; 2026Q1: 38,496 shares; 2026Q2: 21,410 shares 21,410 $5.05M 0.14% -17,086 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25,404 shares; 2025Q1: 21,376 shares; 2025Q2: 22,340 shares; 2025Q3: 22,511 shares; 2025Q4: 21,030 shares; 2026Q1: 33,544 shares; 2026Q2: 32,204 shares 32,204 $5.05M 0.14% -1,340 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,043 shares; 2025Q1: 10,821 shares; 2025Q2: 11,067 shares; 2025Q3: 15,823 shares; 2025Q4: 21,817 shares; 2026Q1: 22,733 shares; 2026Q2: 23,126 shares 23,126 $5.01M 0.14% +393 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; 2024Q3: restricted; 2024Q4: 30,300 shares; 2025Q1: 33,212 shares; 2025Q2: 27,631 shares; 2025Q3: 26,101 shares; 2025Q4: 26,232 shares; 2026Q1: 26,787 shares; 2026Q2: 26,419 shares 26,419 $4.78M 0.13% -368 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 32,473 shares; 2025Q1: 27,645 shares; 2025Q2: 28,440 shares; 2025Q3: 26,845 shares; 2025Q4: 29,360 shares; 2026Q1: 28,793 shares; 2026Q2: 57,486 shares 57,486 $4.76M 0.13% +28,693 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,321 shares; 2025Q3: 170,793 shares; 2025Q4: 214,639 shares; 2026Q1: 332,050 shares; 2026Q2: 293,460 shares 293,460 $4.62M 0.13% -38,590 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,014 shares; 2025Q1: 3,239 shares; 2025Q2: 3,921 shares; 2025Q3: 4,563 shares; 2025Q4: 4,190 shares; 2026Q1: 4,207 shares; 2026Q2: 4,068 shares 4,068 $4.61M 0.13% -139 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 186,350 shares; 2025Q1: 201,932 shares; 2025Q2: 229,786 shares; 2025Q3: 247,008 shares; 2025Q4: 264,118 shares; 2026Q1: 326,949 shares; 2026Q2: 284,995 shares 284,995 $4.61M 0.13% -41,954 Timeline SPHD 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; 2024Q3: restricted; 2024Q4: 79,353 shares; 2025Q1: 79,371 shares; 2025Q2: 79,383 shares; 2025Q3: 79,396 shares; 2025Q4: 79,385 shares; 2026Q1: 89,033 shares; 2026Q2: 89,083 shares 89,083 $4.53M 0.13% +50 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,825 shares; 2025Q1: 10,203 shares; 2025Q2: not reported; 2025Q3: 7,126 shares; 2025Q4: 10,994 shares; 2026Q1: 28,942 shares; 2026Q2: 28,496 shares 28,496 $4.52M 0.13% -446 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; 2024Q3: restricted; 2024Q4: 3,945 shares; 2025Q1: 16,368 shares; 2025Q2: 15,792 shares; 2025Q3: 21,535 shares; 2025Q4: 20,040 shares; 2026Q1: 58,256 shares; 2026Q2: 48,288 shares 48,288 $4.43M 0.12% -9,968 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,775 shares; 2025Q2: 17,890 shares; 2025Q3: 34,958 shares; 2025Q4: 71,073 shares; 2026Q1: 76,177 shares; 2026Q2: 104,251 shares 104,251 $4.41M 0.12% +28,074 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 42,457 shares; 2025Q1: 32,618 shares; 2025Q2: 32,989 shares; 2025Q3: 33,180 shares; 2025Q4: 35,762 shares; 2026Q1: 42,173 shares; 2026Q2: 34,434 shares 34,434 $4.35M 0.12% -7,739 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 48,095 shares; 2025Q1: 50,475 shares; 2025Q2: 47,400 shares; 2025Q3: 47,183 shares; 2025Q4: 38,917 shares; 2026Q1: 38,026 shares; 2026Q2: 77,313 shares 77,313 $4.34M 0.12% +39,287 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; 2024Q3: restricted; 2024Q4: 13,322 shares; 2025Q1: 13,163 shares; 2025Q2: 12,803 shares; 2025Q3: 12,603 shares; 2025Q4: 15,837 shares; 2026Q1: 16,118 shares; 2026Q2: 15,774 shares 15,774 $4.29M 0.12% -344 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,745 shares; 2025Q3: 6,740 shares; 2025Q4: 2,746 shares; 2026Q1: 2,215 shares; 2026Q2: 2,161 shares 2,161 $4.28M 0.12% -54 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 26,757 shares; 2025Q1: 57,236 shares; 2025Q2: 9,006 shares; 2025Q3: 43,540 shares; 2025Q4: 51,462 shares; 2026Q1: 32,392 shares; 2026Q2: 15,477 shares 15,477 $4.27M 0.12% -16,915 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,027 shares; 2025Q2: 18,934 shares; 2025Q3: 31,102 shares; 2025Q4: 77,940 shares; 2026Q1: 81,690 shares; 2026Q2: 111,926 shares 111,926 $4.2M 0.12% +30,236 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 31,321 shares; 2025Q1: 34,309 shares; 2025Q2: 34,693 shares; 2025Q3: 35,776 shares; 2025Q4: 36,392 shares; 2026Q1: 36,246 shares; 2026Q2: 38,678 shares 38,678 $4.17M 0.12% +2,432 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 63,601 shares; 2025Q1: 64,586 shares; 2025Q2: 64,567 shares; 2025Q3: 34,852 shares; 2025Q4: 26,243 shares; 2026Q1: 26,432 shares; 2026Q2: 30,800 shares 30,800 $4.17M 0.12% +4,368 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; 2024Q3: restricted; 2024Q4: 38,013 shares; 2025Q1: 38,000 shares; 2025Q2: 46,896 shares; 2025Q3: 44,926 shares; 2025Q4: 52,673 shares; 2026Q1: 54,198 shares; 2026Q2: 56,864 shares 56,864 $4.05M 0.11% +2,666 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; 2024Q3: restricted; 2024Q4: 20,721 shares; 2025Q1: 19,331 shares; 2025Q2: 3,501 shares; 2025Q3: 3,540 shares; 2025Q4: 4,930 shares; 2026Q1: 3,372 shares; 2026Q2: 8,336 shares 8,336 $3.98M 0.11% +4,964 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 377,409 shares; 2025Q1: 397,146 shares; 2025Q2: 192,771 shares; 2025Q3: 183,664 shares; 2025Q4: 158,890 shares; 2026Q1: 159,396 shares; 2026Q2: 161,492 shares 161,492 $3.89M 0.11% +2,096 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; 2024Q3: restricted; 2024Q4: 17,784 shares; 2025Q1: 15,329 shares; 2025Q2: 18,296 shares; 2025Q3: 10,610 shares; 2025Q4: 11,160 shares; 2026Q1: 9,691 shares; 2026Q2: 9,255 shares 9,255 $3.85M 0.11% -436 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,719 shares; 2025Q3: 39,780 shares; 2025Q4: 26,323 shares; 2026Q1: 23,601 shares; 2026Q2: 41,990 shares 41,990 $3.73M 0.1% +18,389 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; 2024Q3: restricted; 2024Q4: 9,135 shares; 2025Q1: 9,036 shares; 2025Q2: 9,171 shares; 2025Q3: 9,358 shares; 2025Q4: 9,258 shares; 2026Q1: 9,237 shares; 2026Q2: 12,506 shares 12,506 $3.73M 0.1% +3,269 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 68,096 shares 68,096 $3.72M 0.1% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,423 shares; 2025Q1: 10,280 shares; 2025Q2: 10,280 shares; 2025Q3: 10,280 shares; 2025Q4: 10,044 shares; 2026Q1: 9,959 shares; 2026Q2: 9,960 shares 9,960 $3.69M 0.1% +1 Timeline BKUI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,836 shares; 2026Q2: 71,361 shares 71,361 $3.55M 0.1% +34,525 Timeline BLW BLACKROCK LTD DURATION INCOM More: the full row for BLACKROCK LTD DURATION INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,573 shares; 2025Q1: 469,432 shares; 2025Q2: 539,864 shares; 2025Q3: 242,262 shares; 2025Q4: 267,792 shares; 2026Q1: 300,917 shares; 2026Q2: 279,335 shares 279,335 $3.49M 0.1% -21,582 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,467 shares; 2025Q1: 2,184 shares; 2025Q2: 2,246 shares; 2025Q3: 1,966 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36,540 shares 36,540 $3.49M 0.1% new Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 132,127 shares; 2025Q1: 128,992 shares; 2025Q2: 128,992 shares; 2025Q3: 128,992 shares; 2025Q4: 125,992 shares; 2026Q1: 145,992 shares; 2026Q2: 145,992 shares 145,992 $3.46M 0.1% 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; 2024Q3: restricted; 2024Q4: 22,320 shares; 2025Q1: 23,604 shares; 2025Q2: 5,636 shares; 2025Q3: 5,953 shares; 2025Q4: 7,662 shares; 2026Q1: 7,795 shares; 2026Q2: 6,986 shares 6,986 $3.46M 0.1% -809 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,590 shares; 2025Q1: 5,644 shares; 2025Q2: 8,305 shares; 2025Q3: 9,277 shares; 2025Q4: 8,985 shares; 2026Q1: 8,424 shares; 2026Q2: 9,217 shares 9,217 $3.44M 0.1% +793 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,343 shares; 2025Q1: 4,350 shares; 2025Q2: 4,536 shares; 2025Q3: 4,277 shares; 2025Q4: 3,178 shares; 2026Q1: 3,900 shares; 2026Q2: 31,208 shares 31,208 $3.43M 0.1% +27,308 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 23,066 shares; 2025Q1: 22,771 shares; 2025Q2: 22,702 shares; 2025Q3: 22,922 shares; 2025Q4: 24,153 shares; 2026Q1: 32,149 shares; 2026Q2: 32,636 shares 32,636 $3.39M 0.09% +487 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; 2024Q3: restricted; 2024Q4: 18,869 shares; 2025Q1: 13,272 shares; 2025Q2: 11,613 shares; 2025Q3: 11,453 shares; 2025Q4: 11,554 shares; 2026Q1: 11,582 shares; 2026Q2: 11,998 shares 11,998 $3.37M 0.09% +416 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 44,496 shares; 2025Q1: 44,901 shares; 2025Q2: 44,514 shares; 2025Q3: 44,517 shares; 2025Q4: 44,756 shares; 2026Q1: 44,669 shares; 2026Q2: 44,617 shares 44,617 $3.27M 0.09% -52 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,658 shares; 2025Q1: 10,778 shares; 2025Q2: 8,968 shares; 2025Q3: 2,253 shares; 2025Q4: 15,884 shares; 2026Q1: 11,480 shares; 2026Q2: 11,072 shares 11,072 $3.24M 0.09% -408 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,854 shares; 2025Q1: 18,487 shares; 2025Q2: 17,043 shares; 2025Q3: 16,342 shares; 2025Q4: 16,100 shares; 2026Q1: 15,339 shares; 2026Q2: 14,073 shares 14,073 $3.23M 0.09% -1,266 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,599 shares; 2025Q1: 4,325 shares; 2025Q2: 3,473 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,786 shares 33,786 $3.19M 0.09% new Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 36,766 shares; 2025Q1: 37,372 shares; 2025Q2: 38,435 shares; 2025Q3: 39,359 shares; 2025Q4: 42,554 shares; 2026Q1: 44,027 shares; 2026Q2: 45,374 shares 45,374 $3.18M 0.09% +1,347 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,434 shares; 2025Q3: 25,695 shares; 2025Q4: 77,989 shares; 2026Q1: 84,425 shares; 2026Q2: 119,575 shares 119,575 $3.13M 0.09% +35,150 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; 2024Q3: restricted; 2024Q4: 114,336 shares; 2025Q1: 114,312 shares; 2025Q2: 60,276 shares; 2025Q3: 53,075 shares; 2025Q4: 56,458 shares; 2026Q1: 54,048 shares; 2026Q2: 54,007 shares 54,007 $3.11M 0.09% -41 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,197 shares; 2025Q1: 12,687 shares; 2025Q2: 12,687 shares; 2025Q3: 13,237 shares; 2025Q4: 13,177 shares; 2026Q1: 13,051 shares; 2026Q2: 20,149 shares 20,149 $3.1M 0.09% +7,098 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,523 shares; 2025Q1: 3,842 shares; 2025Q2: 3,970 shares; 2025Q3: 4,021 shares; 2025Q4: 4,978 shares; 2026Q1: 5,051 shares; 2026Q2: 4,688 shares 4,688 $2.97M 0.08% -363 Timeline XPEL XPEL INC More: the full row for XPEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 62,908 shares; 2025Q1: 62,908 shares; 2025Q2: 55,358 shares; 2025Q3: 55,358 shares; 2025Q4: 55,358 shares; 2026Q1: 55,358 shares; 2026Q2: 59,074 shares 59,074 $2.93M 0.08% +3,716 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 162,132 shares; 2025Q1: 169,686 shares; 2025Q2: 130,721 shares; 2025Q3: 125,863 shares; 2025Q4: 111,981 shares; 2026Q1: 114,680 shares; 2026Q2: 114,771 shares 114,771 $2.9M 0.08% +91 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,022 shares; 2025Q3: 15,697 shares; 2025Q4: 16,776 shares; 2026Q1: 21,251 shares; 2026Q2: 21,983 shares 21,983 $2.83M 0.08% +732 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,612 shares; 2025Q3: 20,891 shares; 2025Q4: 69,784 shares; 2026Q1: 75,211 shares; 2026Q2: 103,320 shares 103,320 $2.82M 0.08% +28,109 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; 2024Q3: restricted; 2024Q4: 6,013 shares; 2025Q1: 6,211 shares; 2025Q2: 7,762 shares; 2025Q3: 8,993 shares; 2025Q4: 13,524 shares; 2026Q1: 13,483 shares; 2026Q2: 18,392 shares 18,392 $2.79M 0.08% +4,909 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 127,349 shares; 2025Q1: 147,640 shares; 2025Q2: 136,221 shares; 2025Q3: 135,009 shares; 2025Q4: 130,007 shares; 2026Q1: 122,922 shares; 2026Q2: 119,431 shares 119,431 $2.75M 0.08% -3,491 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; 2024Q3: restricted; 2024Q4: 150,845 shares; 2025Q1: 144,871 shares; 2025Q2: 146,807 shares; 2025Q3: 139,016 shares; 2025Q4: 145,711 shares; 2026Q1: 145,142 shares; 2026Q2: 142,838 shares 142,838 $2.73M 0.08% -2,304 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,464 shares; 2026Q2: 34,561 shares 34,561 $2.72M 0.08% +25,097 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; 2024Q3: restricted; 2024Q4: 35,535 shares; 2025Q1: 43,027 shares; 2025Q2: 43,314 shares; 2025Q3: 38,024 shares; 2025Q4: 37,958 shares; 2026Q1: 28,152 shares; 2026Q2: 27,152 shares 27,152 $2.72M 0.08% -1,000 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; 2024Q3: restricted; 2024Q4: 7,107 shares; 2025Q1: 7,387 shares; 2025Q2: 7,392 shares; 2025Q3: 7,397 shares; 2025Q4: 7,335 shares; 2026Q1: 7,368 shares; 2026Q2: 8,226 shares 8,226 $2.72M 0.08% +858 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 143,256 shares; 2026Q2: 317,717 shares 317,717 $2.63M 0.07% +174,461 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,236 shares; 2025Q1: 11,150 shares; 2025Q2: 11,124 shares; 2025Q3: 11,124 shares; 2025Q4: 10,569 shares; 2026Q1: 10,421 shares; 2026Q2: 70,302 shares 70,302 $2.6M 0.07% +59,881 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 483,595 shares; 2025Q1: 483,595 shares; 2025Q2: 483,595 shares; 2025Q3: 485,467 shares; 2025Q4: 485,467 shares; 2026Q1: 535,467 shares; 2026Q2: 535,467 shares 535,467 $2.6M 0.07% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,603 shares; 2025Q1: 1,612 shares; 2025Q2: 3,420 shares; 2025Q3: 4,343 shares; 2025Q4: 3,380 shares; 2026Q1: 3,158 shares; 2026Q2: 6,410 shares 6,410 $2.55M 0.07% +3,252 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; 2024Q3: restricted; 2024Q4: 3,574 shares; 2025Q1: 3,539 shares; 2025Q2: 4,526 shares; 2025Q3: 5,088 shares; 2025Q4: 4,904 shares; 2026Q1: 4,373 shares; 2026Q2: 6,313 shares 6,313 $2.51M 0.07% +1,940 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,824 shares; 2025Q1: 7,693 shares; 2025Q2: 16,551 shares; 2025Q3: 17,634 shares; 2025Q4: 13,760 shares; 2026Q1: 12,745 shares; 2026Q2: 11,481 shares 11,481 $2.51M 0.07% -1,264 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,698 shares; 2025Q1: 8,912 shares; 2025Q2: 9,004 shares; 2025Q3: 9,404 shares; 2025Q4: 8,811 shares; 2026Q1: 8,815 shares; 2026Q2: 25,943 shares 25,943 $2.5M 0.07% +17,128 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 23,414 shares; 2025Q1: 22,752 shares; 2025Q2: 23,229 shares; 2025Q3: 23,246 shares; 2025Q4: 23,131 shares; 2026Q1: 22,958 shares; 2026Q2: 22,618 shares 22,618 $2.5M 0.07% -340 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,317 shares; 2025Q1: 8,854 shares; 2025Q2: 9,054 shares; 2025Q3: 8,789 shares; 2025Q4: 8,621 shares; 2026Q1: 8,631 shares; 2026Q2: 8,554 shares 8,554 $2.49M 0.07% -77 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; 2024Q3: restricted; 2024Q4: 30,689 shares; 2025Q1: 11,088 shares; 2025Q2: 11,198 shares; 2025Q3: 11,791 shares; 2025Q4: 19,688 shares; 2026Q1: 27,069 shares; 2026Q2: 26,482 shares 26,482 $2.48M 0.07% -587 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 127,532 shares; 2025Q1: 127,532 shares; 2025Q2: 127,532 shares; 2025Q3: 127,532 shares; 2025Q4: 127,532 shares; 2026Q1: 187,532 shares; 2026Q2: 187,532 shares 187,532 $2.48M 0.07% 0 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; 2024Q3: restricted; 2024Q4: 22,868 shares; 2025Q1: 35,870 shares; 2025Q2: 33,856 shares; 2025Q3: 31,277 shares; 2025Q4: 29,074 shares; 2026Q1: 27,163 shares; 2026Q2: 29,896 shares 29,896 $2.47M 0.07% +2,733 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,556 shares; 2025Q4: not reported; 2026Q1: 45,593 shares; 2026Q2: 43,963 shares 43,963 $2.46M 0.07% -1,630 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,424 shares; 2025Q4: 49,981 shares; 2026Q1: 53,642 shares; 2026Q2: 74,576 shares 74,576 $2.46M 0.07% +20,934 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,339 shares; 2025Q1: 3,137 shares; 2025Q2: 3,137 shares; 2025Q3: 3,137 shares; 2025Q4: 3,137 shares; 2026Q1: 3,137 shares; 2026Q2: 20,046 shares 20,046 $2.43M 0.07% +16,909 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; 2024Q3: restricted; 2024Q4: 60,939 shares; 2025Q1: 61,665 shares; 2025Q2: 61,672 shares; 2025Q3: 61,635 shares; 2025Q4: 64,842 shares; 2026Q1: 64,846 shares; 2026Q2: 65,448 shares 65,448 $2.41M 0.07% +602 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; 2024Q3: restricted; 2024Q4: 2,998 shares; 2025Q1: 3,106 shares; 2025Q2: 2,711 shares; 2025Q3: 2,697 shares; 2025Q4: 2,598 shares; 2026Q1: 2,403 shares; 2026Q2: 20,171 shares 20,171 $2.41M 0.07% +17,768 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,384 shares; 2025Q1: 22,862 shares; 2025Q2: 21,416 shares; 2025Q3: 21,587 shares; 2025Q4: 21,588 shares; 2026Q1: 21,595 shares; 2026Q2: 21,598 shares 21,598 $2.4M 0.07% +3 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; 2024Q3: restricted; 2024Q4: 69,433 shares; 2025Q1: 70,816 shares; 2025Q2: 71,510 shares; 2025Q3: 71,399 shares; 2025Q4: 72,516 shares; 2026Q1: 72,451 shares; 2026Q2: 65,582 shares 65,582 $2.37M 0.07% -6,869 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 146,983 shares; 2025Q1: 150,953 shares; 2025Q2: 151,328 shares; 2025Q3: 147,965 shares; 2025Q4: 147,217 shares; 2026Q1: 130,315 shares; 2026Q2: 131,095 shares 131,095 $2.32M 0.06% +780 Timeline DEA EASTERLY GOVT PPTYS INC More: the full row for EASTERLY GOVT PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 92,416 shares 92,416 $2.3M 0.06% new 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; 2024Q3: restricted; 2024Q4: 116,552 shares; 2025Q1: 116,927 shares; 2025Q2: 115,853 shares; 2025Q3: 99,595 shares; 2025Q4: 61,184 shares; 2026Q1: 31,216 shares; 2026Q2: 31,816 shares 31,816 $2.3M 0.06% +600 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 137,973 shares; 2025Q1: 161,935 shares; 2025Q2: 163,760 shares; 2025Q3: 184,106 shares; 2025Q4: 179,839 shares; 2026Q1: 27,028 shares; 2026Q2: 23,786 shares 23,786 $2.27M 0.06% -3,242 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,476 shares; 2025Q4: 8,392 shares; 2026Q1: not reported; 2026Q2: 126,356 shares 126,356 $2.27M 0.06% new Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,253 shares; 2025Q2: 2,331 shares; 2025Q3: 2,322 shares; 2025Q4: 5,752 shares; 2026Q1: 5,186 shares; 2026Q2: 5,441 shares 5,441 $2.26M 0.06% +255 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,820 shares; 2025Q1: 16,340 shares; 2025Q2: 16,958 shares; 2025Q3: 16,733 shares; 2025Q4: 16,432 shares; 2026Q1: 15,450 shares; 2026Q2: 16,300 shares 16,300 $2.24M 0.06% +850 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 26,063 shares; 2025Q1: 8,103 shares; 2025Q2: 8,445 shares; 2025Q3: 7,548 shares; 2025Q4: 7,315 shares; 2026Q1: 7,242 shares; 2026Q2: 7,205 shares 7,205 $2.21M 0.06% -37 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; 2024Q3: restricted; 2024Q4: 135,737 shares; 2025Q1: 163,498 shares; 2025Q2: 71,402 shares; 2025Q3: 70,994 shares; 2025Q4: 77,696 shares; 2026Q1: 70,228 shares; 2026Q2: 67,608 shares 67,608 $2.16M 0.06% -2,620 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,513 shares; 2025Q1: 4,303 shares; 2025Q2: 6,126 shares; 2025Q3: 7,521 shares; 2025Q4: 15,102 shares; 2026Q1: 15,729 shares; 2026Q2: 21,810 shares 21,810 $2.16M 0.06% +6,081 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; 2024Q3: restricted; 2024Q4: 98,263 shares; 2025Q1: 100,812 shares; 2025Q2: 100,330 shares; 2025Q3: 95,124 shares; 2025Q4: 92,331 shares; 2026Q1: 91,734 shares; 2026Q2: 103,666 shares 103,666 $2.15M 0.06% +11,932 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,150 shares; 2025Q1: 3,046 shares; 2025Q2: 3,165 shares; 2025Q3: 27,521 shares; 2025Q4: 27,522 shares; 2026Q1: 27,518 shares; 2026Q2: 27,458 shares 27,458 $2.1M 0.06% -60 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,785 shares; 2025Q3: 56,168 shares; 2025Q4: 61,355 shares; 2026Q1: 80,677 shares; 2026Q2: 55,927 shares 55,927 $2.09M 0.06% -24,750 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 130,954 shares; 2025Q1: 130,301 shares; 2025Q2: 130,301 shares; 2025Q3: 123,373 shares; 2025Q4: 123,373 shares; 2026Q1: 173,373 shares; 2026Q2: 173,373 shares 173,373 $2.07M 0.06% 0 Timeline GBAB GUGGENHEIM TAXABLE MUNICP BO More: the full row for GUGGENHEIM TAXABLE MUNICP BO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 121,622 shares; 2025Q1: 121,622 shares; 2025Q2: 121,622 shares; 2025Q3: 121,622 shares; 2025Q4: 121,622 shares; 2026Q1: 141,622 shares; 2026Q2: 141,622 shares 141,622 $2.05M 0.06% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,363 shares; 2025Q1: 11,625 shares; 2025Q2: 13,489 shares; 2025Q3: 14,748 shares; 2025Q4: 22,516 shares; 2026Q1: 23,057 shares; 2026Q2: 27,010 shares 27,010 $2.05M 0.06% +3,953 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,608 shares; 2025Q4: 1,017 shares; 2026Q1: 1,107 shares; 2026Q2: 1,756 shares 1,756 $2.03M 0.06% +649 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 261,056 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,234 shares; 2026Q1: 20,272 shares; 2026Q2: 20,261 shares 20,261 $2M 0.06% -11 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; 2024Q3: restricted; 2024Q4: 19,345 shares; 2025Q1: 20,962 shares; 2025Q2: 20,564 shares; 2025Q3: 16,863 shares; 2025Q4: 16,913 shares; 2026Q1: 23,930 shares; 2026Q2: 23,780 shares 23,780 $1.99M 0.06% -150 Timeline DJD 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; 2024Q3: restricted; 2024Q4: 31,249 shares; 2025Q1: 31,249 shares; 2025Q2: 31,249 shares; 2025Q3: 31,249 shares; 2025Q4: 31,249 shares; 2026Q1: 31,249 shares; 2026Q2: 31,249 shares 31,249 $1.98M 0.06% 0 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; 2024Q3: restricted; 2024Q4: 21,003 shares; 2025Q1: 21,002 shares; 2025Q2: 20,967 shares; 2025Q3: 20,217 shares; 2025Q4: 41,386 shares; 2026Q1: 41,386 shares; 2026Q2: 43,663 shares 43,663 $1.98M 0.06% +2,277 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,343 shares; 2026Q2: 28,765 shares 28,765 $1.96M 0.05% +1,422 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; 2024Q3: restricted; 2024Q4: 2,002 shares; 2025Q1: 2,012 shares; 2025Q2: 2,126 shares; 2025Q3: 3,536 shares; 2025Q4: 3,040 shares; 2026Q1: 3,030 shares; 2026Q2: 2,985 shares 2,985 $1.96M 0.05% -45 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,953 shares; 2025Q1: 19,986 shares; 2025Q2: 21,462 shares; 2025Q3: 21,110 shares; 2025Q4: 21,459 shares; 2026Q1: 20,430 shares; 2026Q2: 20,384 shares 20,384 $1.95M 0.05% -46 Timeline UPBD UPBOUND GROUP INC More: the full row for UPBOUND GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 91,367 shares 91,367 $1.94M 0.05% new Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 50,324 shares; 2025Q1: 50,324 shares; 2025Q2: 50,324 shares; 2025Q3: 50,324 shares; 2025Q4: 50,808 shares; 2026Q1: 70,124 shares; 2026Q2: 70,124 shares 70,124 $1.93M 0.05% 0 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; 2024Q3: restricted; 2024Q4: 209,888 shares; 2025Q1: 52,510 shares; 2025Q2: 35,665 shares; 2025Q3: 34,605 shares; 2025Q4: 32,492 shares; 2026Q1: 31,474 shares; 2026Q2: 31,067 shares 31,067 $1.93M 0.05% -407 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 79,523 shares; 2025Q1: 132,547 shares; 2025Q2: 135,599 shares; 2025Q3: 136,028 shares; 2025Q4: 139,778 shares; 2026Q1: 139,778 shares; 2026Q2: 139,853 shares 139,853 $1.93M 0.05% +75 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,521 shares; 2025Q1: 11,882 shares; 2025Q2: 12,054 shares; 2025Q3: 12,026 shares; 2025Q4: 10,692 shares; 2026Q1: 10,941 shares; 2026Q2: 10,779 shares 10,779 $1.89M 0.05% -162 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,015 shares; 2025Q3: 56,954 shares; 2025Q4: 47,337 shares; 2026Q1: 28,250 shares; 2026Q2: 18,402 shares 18,402 $1.87M 0.05% -9,848 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,259 shares; 2025Q1: 20,843 shares; 2025Q2: 20,671 shares; 2025Q3: 19,103 shares; 2025Q4: 20,433 shares; 2026Q1: 20,271 shares; 2026Q2: 19,952 shares 19,952 $1.81M 0.05% -319 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 134,216 shares; 2025Q1: 142,496 shares; 2025Q2: 131,016 shares; 2025Q3: 136,456 shares; 2025Q4: 133,858 shares; 2026Q1: 29,989 shares; 2026Q2: 29,212 shares 29,212 $1.81M 0.05% -777 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 52,386 shares; 2025Q1: 54,041 shares; 2025Q2: 52,946 shares; 2025Q3: 43,599 shares; 2025Q4: 37,768 shares; 2026Q1: 37,792 shares; 2026Q2: 37,741 shares 37,741 $1.79M 0.05% -51 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; 2024Q3: restricted; 2024Q4: 5,977 shares; 2025Q1: 6,074 shares; 2025Q2: 6,037 shares; 2025Q3: 6,026 shares; 2025Q4: 6,166 shares; 2026Q1: 6,964 shares; 2026Q2: 8,008 shares 8,008 $1.78M 0.05% +1,044 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,918 shares 7,918 $1.77M 0.05% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,018 shares 8,018 $1.77M 0.05% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,689 shares; 2025Q1: 11,753 shares; 2025Q2: 11,654 shares; 2025Q3: 11,655 shares; 2025Q4: 11,656 shares; 2026Q1: 11,692 shares; 2026Q2: 11,693 shares 11,693 $1.71M 0.05% +1 Timeline PRGO PERRIGO CO PLC More: the full row for PERRIGO CO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,549 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 163,508 shares 163,508 $1.7M 0.05% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,488 shares; 2025Q3: 15,562 shares; 2025Q4: 51,310 shares; 2026Q1: 55,277 shares; 2026Q2: 75,943 shares 75,943 $1.69M 0.05% +20,666 Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,188 shares; 2025Q1: 22,170 shares; 2025Q2: 25,349 shares; 2025Q3: 25,349 shares; 2025Q4: 30,349 shares; 2026Q1: 37,360 shares; 2026Q2: 43,512 shares 43,512 $1.67M 0.05% +6,152 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; 2024Q3: restricted; 2024Q4: 1,569 shares; 2025Q1: 2,151 shares; 2025Q2: 1,388 shares; 2025Q3: 1,424 shares; 2025Q4: 1,400 shares; 2026Q1: 1,387 shares; 2026Q2: 3,377 shares 3,377 $1.66M 0.05% +1,990 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,864 shares; 2025Q1: 4,273 shares; 2025Q2: 5,199 shares; 2025Q3: 5,779 shares; 2025Q4: 6,351 shares; 2026Q1: 5,885 shares; 2026Q2: 5,259 shares 5,259 $1.66M 0.05% -626 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,570 shares; 2025Q3: 12,267 shares; 2025Q4: 12,346 shares; 2026Q1: 17,866 shares; 2026Q2: 23,575 shares 23,575 $1.65M 0.05% +5,709 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,326 shares 15,326 $1.65M 0.05% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 47,305 shares 47,305 $1.64M 0.05% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,712 shares; 2025Q1: 11,063 shares; 2025Q2: 9,238 shares; 2025Q3: 9,740 shares; 2025Q4: 10,032 shares; 2026Q1: 9,885 shares; 2026Q2: 10,070 shares 10,070 $1.63M 0.05% +185 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,392 shares; 2025Q1: 10,623 shares; 2025Q2: 10,648 shares; 2025Q3: 10,093 shares; 2025Q4: 17,508 shares; 2026Q1: 19,046 shares; 2026Q2: 17,871 shares 17,871 $1.63M 0.05% -1,175 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,817 shares; 2025Q1: 8,795 shares; 2025Q2: 8,730 shares; 2025Q3: 9,759 shares; 2025Q4: 12,075 shares; 2026Q1: 14,429 shares; 2026Q2: 6,395 shares 6,395 $1.63M 0.05% -8,034 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,101 shares; 2025Q1: 22,254 shares; 2025Q2: 21,958 shares; 2025Q3: 21,956 shares; 2025Q4: 23,827 shares; 2026Q1: 23,875 shares; 2026Q2: 22,601 shares 22,601 $1.62M 0.05% -1,274 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,737 shares; 2025Q4: 29,133 shares; 2026Q1: 31,266 shares; 2026Q2: 42,967 shares 42,967 $1.61M 0.04% +11,701 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,828 shares; 2025Q1: 17,761 shares; 2025Q2: 18,357 shares; 2025Q3: 17,502 shares; 2025Q4: 16,959 shares; 2026Q1: 11,695 shares; 2026Q2: 11,435 shares 11,435 $1.6M 0.04% -260 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,886 shares; 2025Q1: 14,913 shares; 2025Q2: 14,949 shares; 2025Q3: 14,983 shares; 2025Q4: 15,017 shares; 2026Q1: 15,047 shares; 2026Q2: 15,159 shares 15,159 $1.59M 0.04% +112 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 34,798 shares; 2025Q1: 33,024 shares; 2025Q2: 33,320 shares; 2025Q3: 32,376 shares; 2025Q4: 32,472 shares; 2026Q1: 32,549 shares; 2026Q2: 32,635 shares 32,635 $1.57M 0.04% +86 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; 2024Q3: restricted; 2024Q4: 4,116 shares; 2025Q1: 4,087 shares; 2025Q2: 4,307 shares; 2025Q3: 4,307 shares; 2025Q4: 4,188 shares; 2026Q1: 4,190 shares; 2026Q2: 4,205 shares 4,205 $1.55M 0.04% +15 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,314 shares; 2025Q1: 2,777 shares; 2025Q2: 3,293 shares; 2025Q3: 2,614 shares; 2025Q4: 11,570 shares; 2026Q1: 13,561 shares; 2026Q2: 12,566 shares 12,566 $1.55M 0.04% -995 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,638 shares; 2025Q1: 1,525 shares; 2025Q2: 5,423 shares; 2025Q3: 9,745 shares; 2025Q4: 8,934 shares; 2026Q1: 6,095 shares; 2026Q2: 5,897 shares 5,897 $1.54M 0.04% -198 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,695 shares; 2026Q1: 11,081 shares; 2026Q2: 9,364 shares 9,364 $1.53M 0.04% -1,717 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; 2024Q3: restricted; 2024Q4: 4,088 shares; 2025Q1: 5,365 shares; 2025Q2: 4,522 shares; 2025Q3: 4,416 shares; 2025Q4: 4,262 shares; 2026Q1: 15,629 shares; 2026Q2: 17,574 shares 17,574 $1.53M 0.04% +1,945 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,882 shares; 2026Q1: 4,063 shares; 2026Q2: 5,030 shares 5,030 $1.52M 0.04% +967 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,784 shares; 2025Q1: 5,770 shares; 2025Q2: 7,672 shares; 2025Q3: 18,094 shares; 2025Q4: 20,617 shares; 2026Q1: 25,197 shares; 2026Q2: 25,205 shares 25,205 $1.52M 0.04% +8 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,028 shares 5,028 $1.52M 0.04% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 668 shares; 2026Q2: 669 shares 669 $1.52M 0.04% +1 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; 2024Q3: restricted; 2024Q4: 7,798 shares; 2025Q1: 10,044 shares; 2025Q2: 8,955 shares; 2025Q3: 9,293 shares; 2025Q4: 19,129 shares; 2026Q1: 20,990 shares; 2026Q2: 16,443 shares 16,443 $1.52M 0.04% -4,547 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,022 shares; 2025Q1: 13,695 shares; 2025Q2: 13,317 shares; 2025Q3: 12,802 shares; 2025Q4: 10,700 shares; 2026Q1: 10,367 shares; 2026Q2: 9,603 shares 9,603 $1.5M 0.04% -764 Timeline EPRT ESSENTIAL PPTYS RLTY TR INC More: the full row for ESSENTIAL PPTYS RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares; 2026Q2: 50,000 shares 50,000 $1.49M 0.04% 0 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,337 shares 27,337 $1.49M 0.04% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,936 shares; 2025Q1: 10,914 shares; 2025Q2: 10,914 shares; 2025Q3: 10,550 shares; 2025Q4: 9,803 shares; 2026Q1: 9,487 shares; 2026Q2: 9,396 shares 9,396 $1.47M 0.04% -91 Timeline LZB LA Z BOY INC More: the full row for LA Z BOY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 36,037 shares; 2025Q1: 36,058 shares; 2025Q2: 36,079 shares; 2025Q3: 36,104 shares; 2025Q4: 36,127 shares; 2026Q1: 36,154 shares; 2026Q2: 36,178 shares 36,178 $1.45M 0.04% +24 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 29,876 shares; 2025Q1: 29,876 shares; 2025Q2: 29,876 shares; 2025Q3: 29,876 shares; 2025Q4: 104,176 shares; 2026Q1: 121,676 shares; 2026Q2: 122,976 shares 122,976 $1.44M 0.04% +1,300 Timeline KLIP KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 45,256 shares; 2025Q2: 45,394 shares; 2025Q3: 47,821 shares; 2025Q4: 47,901 shares; 2026Q1: 58,903 shares; 2026Q2: 62,834 shares 62,834 $1.43M 0.04% +3,931 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; 2024Q3: restricted; 2024Q4: 29,359 shares; 2025Q1: 28,097 shares; 2025Q2: 27,521 shares; 2025Q3: 26,546 shares; 2025Q4: 26,120 shares; 2026Q1: 24,449 shares; 2026Q2: 24,518 shares 24,518 $1.42M 0.04% +69 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,183 shares; 2025Q1: 4,879 shares; 2025Q2: 4,718 shares; 2025Q3: 4,478 shares; 2025Q4: 4,552 shares; 2026Q1: 4,319 shares; 2026Q2: 4,519 shares 4,519 $1.42M 0.04% +200 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,286 shares; 2025Q1: 16,152 shares; 2025Q2: 16,071 shares; 2025Q3: 16,888 shares; 2025Q4: 17,434 shares; 2026Q1: 2,819 shares; 2026Q2: 2,702 shares 2,702 $1.41M 0.04% -117 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,199 shares; 2025Q1: 6,127 shares; 2025Q2: 6,685 shares; 2025Q3: 6,708 shares; 2025Q4: 9,667 shares; 2026Q1: 9,879 shares; 2026Q2: 8,472 shares 8,472 $1.41M 0.04% -1,407 Timeline DMO WESTERN ASSET MTG DEFINED OP More: the full row for WESTERN ASSET MTG DEFINED OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 124,751 shares; 2025Q1: 124,765 shares; 2025Q2: 124,809 shares; 2025Q3: 124,855 shares; 2025Q4: 124,918 shares; 2026Q1: 124,968 shares; 2026Q2: 125,019 shares 125,019 $1.34M 0.04% +51 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,834 shares; 2025Q1: 6,242 shares; 2025Q2: 5,803 shares; 2025Q3: 5,972 shares; 2025Q4: 5,213 shares; 2026Q1: 4,963 shares; 2026Q2: 7,061 shares 7,061 $1.31M 0.04% +2,098 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; 2024Q3: restricted; 2024Q4: 91,102 shares; 2025Q1: 106,681 shares; 2025Q2: 102,597 shares; 2025Q3: 100,752 shares; 2025Q4: 101,453 shares; 2026Q1: 96,430 shares; 2026Q2: 93,987 shares 93,987 $1.31M 0.04% -2,443 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 881 shares; 2025Q1: 921 shares; 2025Q2: 1,313 shares; 2025Q3: 1,342 shares; 2025Q4: 1,267 shares; 2026Q1: 1,141 shares; 2026Q2: 1,319 shares 1,319 $1.29M 0.04% +178 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,058 shares; 2025Q1: 5,589 shares; 2025Q2: 6,110 shares; 2025Q3: 6,029 shares; 2025Q4: 5,748 shares; 2026Q1: 5,413 shares; 2026Q2: 5,679 shares 5,679 $1.29M 0.04% +266 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; 2024Q3: restricted; 2024Q4: 1,988 shares; 2025Q1: 1,956 shares; 2025Q2: 1,987 shares; 2025Q3: 2,011 shares; 2025Q4: 1,758 shares; 2026Q1: 1,758 shares; 2026Q2: 2,487 shares 2,487 $1.27M 0.04% +729 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; 2024Q3: restricted; 2024Q4: 10,944 shares; 2025Q1: 10,845 shares; 2025Q2: 10,931 shares; 2025Q3: 10,916 shares; 2025Q4: 10,856 shares; 2026Q1: 10,887 shares; 2026Q2: 10,831 shares 10,831 $1.26M 0.04% -56 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,181 shares; 2025Q3: 6,597 shares; 2025Q4: 17,480 shares; 2026Q1: 18,862 shares; 2026Q2: 25,996 shares 25,996 $1.26M 0.04% +7,134 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,179 shares; 2025Q4: 25,494 shares; 2026Q1: 24,794 shares; 2026Q2: 24,794 shares 24,794 $1.25M 0.03% 0 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 82,977 shares; 2025Q1: 82,338 shares; 2025Q2: 56,824 shares; 2025Q3: 56,824 shares; 2025Q4: 47,182 shares; 2026Q1: 47,377 shares; 2026Q2: 48,839 shares 48,839 $1.23M 0.03% +1,462 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,988 shares; 2025Q1: 7,769 shares; 2025Q2: 7,512 shares; 2025Q3: 7,235 shares; 2025Q4: 6,978 shares; 2026Q1: 6,871 shares; 2026Q2: 6,503 shares 6,503 $1.22M 0.03% -368 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,197 shares 29,197 $1.22M 0.03% new Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,107 shares; 2026Q2: 6,353 shares 6,353 $1.2M 0.03% +246 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,850 shares; 2025Q4: 2,756 shares; 2026Q1: 2,796 shares; 2026Q2: 15,908 shares 15,908 $1.2M 0.03% +13,112 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; 2024Q3: restricted; 2024Q4: 4,190 shares; 2025Q1: 3,960 shares; 2025Q2: 4,309 shares; 2025Q3: 4,309 shares; 2025Q4: 4,162 shares; 2026Q1: 3,955 shares; 2026Q2: 3,812 shares 3,812 $1.2M 0.03% -143 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,772 shares 30,772 $1.19M 0.03% new Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,719 shares; 2025Q1: 11,713 shares; 2025Q2: 11,713 shares; 2025Q3: 11,713 shares; 2025Q4: 11,713 shares; 2026Q1: 11,713 shares; 2026Q2: 11,713 shares 11,713 $1.19M 0.03% 0 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; 2024Q3: restricted; 2024Q4: 4,485 shares; 2025Q1: 6,831 shares; 2025Q2: 6,883 shares; 2025Q3: 6,945 shares; 2025Q4: 6,998 shares; 2026Q1: 6,748 shares; 2026Q2: 6,809 shares 6,809 $1.19M 0.03% +61 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,687 shares; 2025Q1: 61,499 shares; 2025Q2: 80,609 shares; 2025Q3: 4,732 shares; 2025Q4: 15,596 shares; 2026Q1: 31,247 shares; 2026Q2: 24,695 shares 24,695 $1.18M 0.03% -6,552 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,392 shares; 2025Q3: 14,192 shares; 2025Q4: 15,797 shares; 2026Q1: 33,809 shares; 2026Q2: 33,809 shares 33,809 $1.17M 0.03% 0 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,406 shares; 2025Q1: 16,204 shares; 2025Q2: 16,169 shares; 2025Q3: 15,720 shares; 2025Q4: 15,720 shares; 2026Q1: 15,638 shares; 2026Q2: 15,531 shares 15,531 $1.17M 0.03% -107 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,820 shares; 2026Q1: not reported; 2026Q2: 22,800 shares 22,800 $1.16M 0.03% new Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 132,254 shares; 2025Q4: not reported; 2026Q1: 69,625 shares; 2026Q2: 67,171 shares 67,171 $1.16M 0.03% -2,454 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,686 shares; 2025Q1: 3,623 shares; 2025Q2: 3,864 shares; 2025Q3: 3,805 shares; 2025Q4: 3,742 shares; 2026Q1: 3,742 shares; 2026Q2: 8,508 shares 8,508 $1.15M 0.03% +4,766 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,600 shares 1,600 $1.15M 0.03% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,007 shares; 2025Q1: 14,791 shares; 2025Q2: 13,068 shares; 2025Q3: 12,593 shares; 2025Q4: 12,616 shares; 2026Q1: 12,616 shares; 2026Q2: 12,550 shares 12,550 $1.15M 0.03% -66 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 47,606 shares 47,606 $1.12M 0.03% new Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,565 shares; 2025Q1: 8,696 shares; 2025Q2: 8,696 shares; 2025Q3: 8,696 shares; 2025Q4: 8,696 shares; 2026Q1: 8,696 shares; 2026Q2: 8,696 shares 8,696 $1.11M 0.03% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,496 shares; 2025Q1: 17,149 shares; 2025Q2: 17,325 shares; 2025Q3: 16,794 shares; 2025Q4: 16,493 shares; 2026Q1: 16,698 shares; 2026Q2: 14,221 shares 14,221 $1.11M 0.03% -2,477 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,835 shares 29,835 $1.11M 0.03% new Timeline TE T1 ENERGY INC More: the full row for T1 ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 180,088 shares; 2026Q1: 205,584 shares; 2026Q2: 117,096 shares 117,096 $1.11M 0.03% -88,488 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; 2024Q3: restricted; 2024Q4: 7,785 shares; 2025Q1: 7,118 shares; 2025Q2: 7,049 shares; 2025Q3: 7,050 shares; 2025Q4: 7,052 shares; 2026Q1: 6,886 shares; 2026Q2: 14,665 shares 14,665 $1.1M 0.03% +7,779 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 29,528 shares; 2025Q2: 33,116 shares; 2025Q3: 33,126 shares; 2025Q4: 27,560 shares; 2026Q1: 27,571 shares; 2026Q2: 27,581 shares 27,581 $1.08M 0.03% +10 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,184 shares; 2025Q1: 10,185 shares; 2025Q2: 9,081 shares; 2025Q3: 9,252 shares; 2025Q4: 9,252 shares; 2026Q1: 9,152 shares; 2026Q2: 9,153 shares 9,153 $1.08M 0.03% +1 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; 2024Q3: restricted; 2024Q4: 3,097 shares; 2025Q1: 3,235 shares; 2025Q2: 3,707 shares; 2025Q3: 3,341 shares; 2025Q4: 4,699 shares; 2026Q1: 4,916 shares; 2026Q2: 2,116 shares 2,116 $1.06M 0.03% -2,800 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,167 shares; 2025Q1: 10,013 shares; 2025Q2: 10,016 shares; 2025Q3: 10,025 shares; 2025Q4: 9,503 shares; 2026Q1: 10,112 shares; 2026Q2: 10,185 shares 10,185 $1.05M 0.03% +73 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; 2024Q3: restricted; 2024Q4: 2,630 shares; 2025Q1: 2,949 shares; 2025Q2: 3,275 shares; 2025Q3: 3,130 shares; 2025Q4: 3,030 shares; 2026Q1: 2,626 shares; 2026Q2: 2,419 shares 2,419 $1.04M 0.03% -207 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,517 shares; 2025Q1: 3,423 shares; 2025Q2: 2,451 shares; 2025Q3: 2,574 shares; 2025Q4: 2,428 shares; 2026Q1: 2,434 shares; 2026Q2: 4,860 shares 4,860 $1.04M 0.03% +2,426 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 169,770 shares; 2025Q1: 169,374 shares; 2025Q2: 11,380 shares; 2025Q3: 11,073 shares; 2025Q4: 10,660 shares; 2026Q1: 56,836 shares; 2026Q2: 11,361 shares 11,361 $1.03M 0.03% -45,475 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,456 shares; 2025Q1: 8,407 shares; 2025Q2: 12,782 shares; 2025Q3: 12,843 shares; 2025Q4: 13,149 shares; 2026Q1: 12,622 shares; 2026Q2: 12,856 shares 12,856 $1.03M 0.03% +234 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; 2024Q3: restricted; 2024Q4: 23,031 shares; 2025Q1: 32,286 shares; 2025Q2: 24,929 shares; 2025Q3: 24,956 shares; 2025Q4: 27,866 shares; 2026Q1: 27,537 shares; 2026Q2: 27,561 shares 27,561 $1.01M 0.03% +24 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 43,041 shares; 2025Q1: 43,155 shares; 2025Q2: 2,803 shares; 2025Q3: 2,749 shares; 2025Q4: 2,686 shares; 2026Q1: 2,568 shares; 2026Q2: 2,568 shares 2,568 $1.01M 0.03% 0 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; 2024Q3: restricted; 2024Q4: 10,629 shares; 2025Q1: 10,671 shares; 2025Q2: 9,480 shares; 2025Q3: 8,578 shares; 2025Q4: 9,410 shares; 2026Q1: 9,352 shares; 2026Q2: 8,070 shares 8,070 $1M 0.03% -1,282 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; 2024Q3: restricted; 2024Q4: 4,898 shares; 2025Q1: 5,167 shares; 2025Q2: 5,824 shares; 2025Q3: 5,878 shares; 2025Q4: 6,728 shares; 2026Q1: 6,086 shares; 2026Q2: 6,298 shares 6,298 $999K 0.03% +212 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,100 shares; 2025Q1: 15,096 shares; 2025Q2: 14,519 shares; 2025Q3: 14,520 shares; 2025Q4: 15,537 shares; 2026Q1: 18,371 shares; 2026Q2: 24,057 shares 24,057 $994K 0.03% +5,686 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,684 shares; 2025Q1: 5,331 shares; 2025Q2: 5,808 shares; 2025Q3: 5,009 shares; 2025Q4: 4,813 shares; 2026Q1: 5,158 shares; 2026Q2: 4,842 shares 4,842 $993K 0.03% -316 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,673 shares; 2025Q1: 6,874 shares; 2025Q2: 20,508 shares; 2025Q3: 21,599 shares; 2025Q4: 21,929 shares; 2026Q1: 22,930 shares; 2026Q2: 7,552 shares 7,552 $986K 0.03% -15,378 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 35,674 shares; 2025Q1: 36,990 shares; 2025Q2: 37,174 shares; 2025Q3: 33,421 shares; 2025Q4: 30,945 shares; 2026Q1: 26,613 shares; 2026Q2: 26,642 shares 26,642 $984K 0.03% +29 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 70,047 shares; 2025Q1: 70,065 shares; 2025Q2: 70,095 shares; 2025Q3: 70,127 shares; 2025Q4: 70,170 shares; 2026Q1: 70,191 shares; 2026Q2: 92,581 shares 92,581 $979K 0.03% +22,390 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,484 shares; 2025Q1: 7,588 shares; 2025Q2: 7,492 shares; 2025Q3: 6,572 shares; 2025Q4: 6,580 shares; 2026Q1: 6,584 shares; 2026Q2: 6,589 shares 6,589 $973K 0.03% +5 Timeline FMAO FARMERS & MERCHANTS BANCORP More: the full row for FARMERS & MERCHANTS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 30,768 shares; 2025Q1: 30,804 shares; 2025Q2: 30,847 shares; 2025Q3: 30,885 shares; 2025Q4: 30,928 shares; 2026Q1: 30,970 shares; 2026Q2: 31,008 shares 31,008 $948K 0.03% +38 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; 2024Q3: restricted; 2024Q4: 34,711 shares; 2025Q1: 35,348 shares; 2025Q2: 37,807 shares; 2025Q3: 36,627 shares; 2025Q4: 32,371 shares; 2026Q1: 32,014 shares; 2026Q2: 32,056 shares 32,056 $943K 0.03% +42 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,730 shares; 2025Q1: 1,724 shares; 2025Q2: 1,723 shares; 2025Q3: 1,744 shares; 2025Q4: 5,384 shares; 2026Q1: 6,182 shares; 2026Q2: 4,672 shares 4,672 $942K 0.03% -1,510 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 35,228 shares; 2025Q1: 37,341 shares; 2025Q2: 32,372 shares; 2025Q3: 12,587 shares; 2025Q4: 12,380 shares; 2026Q1: 9,768 shares; 2026Q2: 9,762 shares 9,762 $927K 0.03% -6 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,808 shares 6,808 $926K 0.03% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,722 shares; 2025Q1: 6,494 shares; 2025Q2: 6,847 shares; 2025Q3: 6,742 shares; 2025Q4: 7,011 shares; 2026Q1: 6,658 shares; 2026Q2: 7,244 shares 7,244 $917K 0.03% +586 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,000 shares; 2025Q1: 12,006 shares; 2025Q2: 12,006 shares; 2025Q3: 12,006 shares; 2025Q4: 12,006 shares; 2026Q1: 12,006 shares; 2026Q2: 12,011 shares 12,011 $913K 0.03% +5 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 577 shares; 2026Q2: 944 shares 944 $911K 0.03% +367 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,099 shares; 2025Q1: 2,619 shares; 2025Q2: 2,677 shares; 2025Q3: 2,686 shares; 2025Q4: 2,696 shares; 2026Q1: 2,972 shares; 2026Q2: 3,690 shares 3,690 $909K 0.03% +718 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,246 shares; 2025Q1: 4,246 shares; 2025Q2: 4,264 shares; 2025Q3: 4,264 shares; 2025Q4: 4,279 shares; 2026Q1: 4,266 shares; 2026Q2: 4,267 shares 4,267 $905K 0.03% +1 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; 2024Q3: restricted; 2024Q4: 34,684 shares; 2025Q1: 4,201 shares; 2025Q2: 4,202 shares; 2025Q3: 4,082 shares; 2025Q4: 4,088 shares; 2026Q1: 4,042 shares; 2026Q2: 4,067 shares 4,067 $898K 0.03% +25 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,008 shares; 2025Q1: 5,169 shares; 2025Q2: 5,086 shares; 2025Q3: 5,304 shares; 2025Q4: 5,280 shares; 2026Q1: 5,249 shares; 2026Q2: 4,677 shares 4,677 $891K 0.02% -572 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; 2024Q3: restricted; 2024Q4: 12,616 shares; 2025Q1: 11,586 shares; 2025Q2: 11,627 shares; 2025Q3: 11,869 shares; 2025Q4: 11,725 shares; 2026Q1: 11,752 shares; 2026Q2: 10,707 shares 10,707 $885K 0.02% -1,045 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,655 shares; 2025Q1: 1,592 shares; 2025Q2: 1,597 shares; 2025Q3: 1,422 shares; 2025Q4: 1,362 shares; 2026Q1: 1,084 shares; 2026Q2: 1,238 shares 1,238 $883K 0.02% +154 Timeline GRNJ TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,854 shares; 2026Q2: 28,070 shares 28,070 $883K 0.02% +16,216 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,911 shares 14,911 $879K 0.02% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,484 shares; 2025Q1: 1,674 shares; 2025Q2: 1,849 shares; 2025Q3: 2,014 shares; 2025Q4: 4,679 shares; 2026Q1: 5,041 shares; 2026Q2: 7,411 shares 7,411 $869K 0.02% +2,370 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,220 shares; 2025Q1: 6,987 shares; 2025Q2: 13,500 shares; 2025Q3: 6,803 shares; 2025Q4: 6,021 shares; 2026Q1: 5,672 shares; 2026Q2: 5,585 shares 5,585 $862K 0.02% -87 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; 2024Q3: restricted; 2024Q4: 3,300 shares; 2025Q1: 3,554 shares; 2025Q2: 5,848 shares; 2025Q3: 7,160 shares; 2025Q4: 6,214 shares; 2026Q1: 5,509 shares; 2026Q2: 5,987 shares 5,987 $857K 0.02% +478 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,531 shares; 2025Q1: 9,533 shares; 2025Q2: 9,536 shares; 2025Q3: 9,538 shares; 2025Q4: 9,595 shares; 2026Q1: 9,564 shares; 2026Q2: 9,567 shares 9,567 $855K 0.02% +3 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,982 shares 4,982 $851K 0.02% new Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 19,531 shares; 2025Q2: 4,623 shares; 2025Q3: 4,725 shares; 2025Q4: 4,666 shares; 2026Q1: 5,715 shares; 2026Q2: 5,793 shares 5,793 $846K 0.02% +78 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 865 shares; 2025Q3: 857 shares; 2025Q4: 2,946 shares; 2026Q1: 3,186 shares; 2026Q2: 3,533 shares 3,533 $844K 0.02% +347 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,821 shares; 2025Q1: 10,530 shares; 2025Q2: 10,551 shares; 2025Q3: 7,981 shares; 2025Q4: 8,034 shares; 2026Q1: 4,774 shares; 2026Q2: 4,770 shares 4,770 $837K 0.02% -4 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; 2024Q3: restricted; 2024Q4: 4,886 shares; 2025Q1: 4,886 shares; 2025Q2: 4,886 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares; 2026Q1: 4,800 shares; 2026Q2: 5,083 shares 5,083 $831K 0.02% +283 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,297 shares 8,297 $826K 0.02% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 489 shares; 2025Q1: 462 shares; 2025Q2: 11,085 shares; 2025Q3: 13,283 shares; 2025Q4: 11,153 shares; 2026Q1: 8,795 shares; 2026Q2: 8,965 shares 8,965 $826K 0.02% +170 Timeline JLS NUVEEN MORTGAGE AND INCOME F More: the full row for NUVEEN MORTGAGE AND INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 41,657 shares; 2025Q1: 41,664 shares; 2025Q2: 41,686 shares; 2025Q3: 41,709 shares; 2025Q4: 41,740 shares; 2026Q1: 46,757 shares; 2026Q2: 46,782 shares 46,782 $818K 0.02% +25 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; 2024Q3: restricted; 2024Q4: 389 shares; 2025Q1: 924 shares; 2025Q2: 841 shares; 2025Q3: 1,326 shares; 2025Q4: 493 shares; 2026Q1: 425 shares; 2026Q2: 408 shares 408 $812K 0.02% -17 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,103 shares; 2025Q1: 9,969 shares; 2025Q2: 9,677 shares; 2025Q3: 5,961 shares; 2025Q4: 5,961 shares; 2026Q1: 5,961 shares; 2026Q2: 6,663 shares 6,663 $808K 0.02% +702 Timeline DAVE DAVE INC More: the full row for DAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,150 shares 2,150 $801K 0.02% new Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 43,180 shares; 2025Q1: 49,622 shares; 2025Q2: 58,931 shares; 2025Q3: 44,964 shares; 2025Q4: 43,407 shares; 2026Q1: 51,650 shares; 2026Q2: 20,198 shares 20,198 $796K 0.02% -31,452 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,826 shares; 2025Q1: 11,072 shares; 2025Q2: 10,404 shares; 2025Q3: 10,315 shares; 2025Q4: 10,444 shares; 2026Q1: 9,327 shares; 2026Q2: 9,331 shares 9,331 $790K 0.02% +4 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; 2024Q3: restricted; 2024Q4: 1,758 shares; 2025Q1: 2,012 shares; 2025Q2: 2,036 shares; 2025Q3: 1,890 shares; 2025Q4: 1,929 shares; 2026Q1: 1,929 shares; 2026Q2: 2,221 shares 2,221 $787K 0.02% +292 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,241 shares; 2025Q1: 2,190 shares; 2025Q2: 2,065 shares; 2025Q3: 2,065 shares; 2025Q4: 2,083 shares; 2026Q1: 2,077 shares; 2026Q2: 2,837 shares 2,837 $782K 0.02% +760 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,704 shares; 2026Q2: 41,704 shares 41,704 $777K 0.02% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,175 shares; 2026Q2: 1,216 shares 1,216 $777K 0.02% +41 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,998 shares; 2025Q1: 12,009 shares; 2025Q2: 12,146 shares; 2025Q3: 11,847 shares; 2025Q4: 12,071 shares; 2026Q1: 11,687 shares; 2026Q2: 11,345 shares 11,345 $775K 0.02% -342 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,886 shares; 2025Q1: 6,381 shares; 2025Q2: 6,157 shares; 2025Q3: 6,346 shares; 2025Q4: 6,422 shares; 2026Q1: 6,272 shares; 2026Q2: 6,128 shares 6,128 $774K 0.02% -144 Timeline DXYZ DESTINY TECH100 INC More: the full row for DESTINY TECH100 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,043 shares 30,043 $774K 0.02% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,326 shares; 2025Q1: 1,044 shares; 2025Q2: 1,522 shares; 2025Q3: 1,034 shares; 2025Q4: 2,842 shares; 2026Q1: 3,110 shares; 2026Q2: 2,235 shares 2,235 $770K 0.02% -875 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,262 shares; 2025Q1: 2,509 shares; 2025Q2: 2,505 shares; 2025Q3: 2,503 shares; 2025Q4: 2,523 shares; 2026Q1: 2,523 shares; 2026Q2: 2,614 shares 2,614 $766K 0.02% +91 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; 2024Q3: restricted; 2024Q4: 22,570 shares; 2025Q1: 21,006 shares; 2025Q2: 23,758 shares; 2025Q3: 24,398 shares; 2025Q4: 25,278 shares; 2026Q1: 57,618 shares; 2026Q2: 22,983 shares 22,983 $765K 0.02% -34,635 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,706 shares 26,706 $763K 0.02% new 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; 2024Q3: restricted; 2024Q4: 14,917 shares; 2025Q1: 13,336 shares; 2025Q2: 6,566 shares; 2025Q3: 6,054 shares; 2025Q4: 12,657 shares; 2026Q1: 12,093 shares; 2026Q2: 14,307 shares 14,307 $760K 0.02% +2,214 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,579 shares; 2025Q1: 2,481 shares; 2025Q2: 2,265 shares; 2025Q3: 2,260 shares; 2025Q4: 2,260 shares; 2026Q1: 2,160 shares; 2026Q2: 2,812 shares 2,812 $756K 0.02% +652 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; 2024Q3: restricted; 2024Q4: 1,333 shares; 2025Q1: 1,337 shares; 2025Q2: 1,376 shares; 2025Q3: 1,162 shares; 2025Q4: 1,162 shares; 2026Q1: 1,154 shares; 2026Q2: 1,065 shares 1,065 $749K 0.02% -89 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 152,257 shares; 2025Q1: 186,550 shares; 2025Q2: 200,551 shares; 2025Q3: 192,116 shares; 2025Q4: 259,155 shares; 2026Q1: 82,409 shares; 2026Q2: 92,298 shares 92,298 $749K 0.02% +9,889 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 49,658 shares; 2025Q1: 48,316 shares; 2025Q2: 48,150 shares; 2025Q3: 47,863 shares; 2025Q4: 38,036 shares; 2026Q1: 35,619 shares; 2026Q2: 30,429 shares 30,429 $747K 0.02% -5,190 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,625 shares; 2025Q1: 13,625 shares; 2025Q2: 13,625 shares; 2025Q3: 13,625 shares; 2025Q4: 13,625 shares; 2026Q1: 13,625 shares; 2026Q2: 15,064 shares 15,064 $744K 0.02% +1,439 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,171 shares; 2025Q1: 7,501 shares; 2025Q2: 7,501 shares; 2025Q3: 7,288 shares; 2025Q4: 7,378 shares; 2026Q1: 7,378 shares; 2026Q2: 8,713 shares 8,713 $737K 0.02% +1,335 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,955 shares; 2026Q2: 7,721 shares 7,721 $737K 0.02% +3,766 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; 2024Q3: restricted; 2024Q4: 3,173 shares; 2025Q1: 3,174 shares; 2025Q2: 3,124 shares; 2025Q3: 3,124 shares; 2025Q4: 3,008 shares; 2026Q1: 3,009 shares; 2026Q2: 2,984 shares 2,984 $735K 0.02% -25 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 479 shares; 2025Q1: not reported; 2025Q2: 531 shares; 2025Q3: 531 shares; 2025Q4: not reported; 2026Q1: 315 shares; 2026Q2: 885 shares 885 $735K 0.02% +570 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,971 shares; 2026Q1: 16,648 shares; 2026Q2: 16,118 shares 16,118 $733K 0.02% -530 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,817 shares; 2025Q1: 2,849 shares; 2025Q2: 2,831 shares; 2025Q3: 3,242 shares; 2025Q4: 2,858 shares; 2026Q1: 2,417 shares; 2026Q2: 2,418 shares 2,418 $729K 0.02% +1 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,435 shares; 2025Q1: 13,466 shares; 2025Q2: 13,257 shares; 2025Q3: 12,921 shares; 2025Q4: 12,923 shares; 2026Q1: 12,924 shares; 2026Q2: 12,996 shares 12,996 $722K 0.02% +72 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $716K 0.02% 0 Timeline MSOS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 175,247 shares; 2025Q1: 63,036 shares; 2025Q2: 87,791 shares; 2025Q3: 359,804 shares; 2025Q4: 467,466 shares; 2026Q1: 481,044 shares; 2026Q2: 140,484 shares 140,484 $714K 0.02% -340,560 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,691 shares; 2025Q1: 1,712 shares; 2025Q2: 1,727 shares; 2025Q3: 1,714 shares; 2025Q4: 1,715 shares; 2026Q1: 1,681 shares; 2026Q2: 3,177 shares 3,177 $712K 0.02% +1,496 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,461 shares; 2026Q1: 3,993 shares; 2026Q2: 2,546 shares 2,546 $709K 0.02% -1,447 Timeline XRT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 89,454 shares; 2025Q1: 12,901 shares; 2025Q2: 12,797 shares; 2025Q3: 12,319 shares; 2025Q4: 12,303 shares; 2026Q1: 8,059 shares; 2026Q2: 8,059 shares 8,059 $707K 0.02% 0 Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,163 shares; 2025Q1: 10,111 shares; 2025Q2: 10,081 shares; 2025Q3: 10,112 shares; 2025Q4: 10,616 shares; 2026Q1: 15,847 shares; 2026Q2: 15,444 shares 15,444 $703K 0.02% -403 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,869 shares; 2025Q1: 9,885 shares; 2025Q2: 9,885 shares; 2025Q3: 9,664 shares; 2025Q4: 9,109 shares; 2026Q1: 8,734 shares; 2026Q2: 7,859 shares 7,859 $696K 0.02% -875 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,735 shares; 2025Q1: 5,741 shares; 2025Q2: 5,494 shares; 2025Q3: 5,498 shares; 2025Q4: 5,606 shares; 2026Q1: 5,520 shares; 2026Q2: 6,279 shares 6,279 $695K 0.02% +759 Timeline OI O-I GLASS INC More: the full row for O-I GLASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 36,715 shares; 2025Q1: 39,601 shares; 2025Q2: 46,601 shares; 2025Q3: 46,601 shares; 2025Q4: 61,501 shares; 2026Q1: 71,501 shares; 2026Q2: 71,501 shares 71,501 $689K 0.02% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,260 shares; 2025Q1: 6,237 shares; 2025Q2: 6,225 shares; 2025Q3: 6,228 shares; 2025Q4: 6,285 shares; 2026Q1: 6,287 shares; 2026Q2: 6,292 shares 6,292 $678K 0.02% +5 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 59,629 shares; 2025Q1: 58,377 shares; 2025Q2: 58,421 shares; 2025Q3: 58,467 shares; 2025Q4: 53,192 shares; 2026Q1: 53,222 shares; 2026Q2: 53,215 shares 53,215 $675K 0.02% -7 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,366 shares; 2025Q1: 1,217 shares; 2025Q2: 1,224 shares; 2025Q3: 1,224 shares; 2025Q4: 1,162 shares; 2026Q1: 744 shares; 2026Q2: 2,122 shares 2,122 $674K 0.02% +1,378 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,820 shares; 2025Q1: 33,067 shares; 2025Q2: 33,636 shares; 2025Q3: 33,978 shares; 2025Q4: 10,034 shares; 2026Q1: 8,670 shares; 2026Q2: 8,674 shares 8,674 $669K 0.02% +4 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 727 shares; 2025Q1: 728 shares; 2025Q2: 722 shares; 2025Q3: 714 shares; 2025Q4: 1,988 shares; 2026Q1: 1,987 shares; 2026Q2: 1,989 shares 1,989 $660K 0.02% +2 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,173 shares; 2025Q1: 19,545 shares; 2025Q2: 19,701 shares; 2025Q3: 17,002 shares; 2025Q4: 15,139 shares; 2026Q1: 12,614 shares; 2026Q2: 12,689 shares 12,689 $658K 0.02% +75 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,370 shares; 2025Q1: 9,220 shares; 2025Q2: 10,337 shares; 2025Q3: 10,339 shares; 2025Q4: 11,569 shares; 2026Q1: 11,373 shares; 2026Q2: 11,677 shares 11,677 $658K 0.02% +304 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,323 shares; 2025Q1: 4,127 shares; 2025Q2: 3,996 shares; 2025Q3: 4,017 shares; 2025Q4: 4,077 shares; 2026Q1: 3,977 shares; 2026Q2: 4,095 shares 4,095 $655K 0.02% +118 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,068 shares; 2025Q1: 2,679 shares; 2025Q2: 3,430 shares; 2025Q3: 2,718 shares; 2025Q4: 5,356 shares; 2026Q1: 5,520 shares; 2026Q2: 3,990 shares 3,990 $653K 0.02% -1,530 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,029 shares; 2025Q1: 924 shares; 2025Q2: 924 shares; 2025Q3: 924 shares; 2025Q4: 1,014 shares; 2026Q1: 924 shares; 2026Q2: 859 shares 859 $649K 0.02% -65 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,050 shares 1,050 $648K 0.02% new Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 121,270 shares; 2025Q1: 129,099 shares; 2025Q2: 25,569 shares; 2025Q3: 25,573 shares; 2025Q4: 25,515 shares; 2026Q1: 24,412 shares; 2026Q2: 24,415 shares 24,415 $644K 0.02% +3 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,391 shares 24,391 $640K 0.02% new Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,574 shares; 2025Q1: 4,574 shares; 2025Q2: 4,574 shares; 2025Q3: 4,574 shares; 2025Q4: 4,574 shares; 2026Q1: 4,574 shares; 2026Q2: 4,574 shares 4,574 $640K 0.02% 0 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24,583 shares; 2025Q1: 26,034 shares; 2025Q2: 26,106 shares; 2025Q3: 26,279 shares; 2025Q4: 23,611 shares; 2026Q1: 23,616 shares; 2026Q2: 23,587 shares 23,587 $629K 0.02% -29 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; 2024Q3: restricted; 2024Q4: 1,770 shares; 2025Q1: 1,972 shares; 2025Q2: 1,780 shares; 2025Q3: 1,772 shares; 2025Q4: 2,389 shares; 2026Q1: 2,516 shares; 2026Q2: 2,526 shares 2,526 $627K 0.02% +10 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,220 shares; 2025Q1: 4,423 shares; 2025Q2: 8,015 shares; 2025Q3: 6,719 shares; 2025Q4: 6,158 shares; 2026Q1: 5,690 shares; 2026Q2: 5,660 shares 5,660 $617K 0.02% -30 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,865 shares; 2025Q2: 1,815 shares; 2025Q3: 1,704 shares; 2025Q4: 1,704 shares; 2026Q1: 1,705 shares; 2026Q2: 1,687 shares 1,687 $617K 0.02% -18 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,250 shares; 2025Q1: 3,250 shares; 2025Q2: 3,250 shares; 2025Q3: 3,250 shares; 2025Q4: 3,250 shares; 2026Q1: 3,250 shares; 2026Q2: 2,800 shares 2,800 $608K 0.02% -450 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,694 shares; 2025Q2: 3,520 shares; 2025Q3: not reported; 2025Q4: 9,968 shares; 2026Q1: 11,975 shares; 2026Q2: 8,499 shares 8,499 $608K 0.02% -3,476 Timeline SBFG SB FINL GROUP INC More: the full row for SB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 23,693 shares; 2025Q1: 23,746 shares; 2025Q2: 23,805 shares; 2025Q3: 23,857 shares; 2025Q4: 23,912 shares; 2026Q1: 23,968 shares; 2026Q2: 24,025 shares 24,025 $607K 0.02% +57 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; 2024Q3: restricted; 2024Q4: 34,125 shares; 2025Q1: 38,438 shares; 2025Q2: 38,550 shares; 2025Q3: 10,823 shares; 2025Q4: 10,599 shares; 2026Q1: 10,282 shares; 2026Q2: 10,745 shares 10,745 $607K 0.02% +463 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,035 shares; 2025Q1: 4,037 shares; 2025Q2: 4,035 shares; 2025Q3: 4,105 shares; 2025Q4: 4,033 shares; 2026Q1: 3,966 shares; 2026Q2: 3,967 shares 3,967 $605K 0.02% +1 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,271 shares; 2025Q1: 7,277 shares; 2025Q2: 7,315 shares; 2025Q3: 7,321 shares; 2025Q4: 7,328 shares; 2026Q1: 7,336 shares; 2026Q2: 7,345 shares 7,345 $598K 0.02% +9 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,351 shares; 2026Q1: 11,431 shares; 2026Q2: 7,826 shares 7,826 $597K 0.02% -3,605 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,550 shares; 2025Q1: 13,529 shares; 2025Q2: 13,535 shares; 2025Q3: 13,541 shares; 2025Q4: 13,547 shares; 2026Q1: 13,554 shares; 2026Q2: 13,562 shares 13,562 $593K 0.02% +8 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,498 shares; 2025Q1: 1,498 shares; 2025Q2: 1,498 shares; 2025Q3: 1,498 shares; 2025Q4: 1,498 shares; 2026Q1: 1,498 shares; 2026Q2: 1,498 shares 1,498 $586K 0.02% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,494 shares; 2025Q1: 2,499 shares; 2025Q2: 2,507 shares; 2025Q3: 2,513 shares; 2025Q4: 2,520 shares; 2026Q1: 2,452 shares; 2026Q2: 2,460 shares 2,460 $586K 0.02% +8 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; 2024Q3: restricted; 2024Q4: 1,642 shares; 2025Q1: 1,590 shares; 2025Q2: 1,562 shares; 2025Q3: 1,581 shares; 2025Q4: 1,602 shares; 2026Q1: 1,472 shares; 2026Q2: 1,409 shares 1,409 $585K 0.02% -63 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; 2024Q3: restricted; 2024Q4: 2,105 shares; 2025Q1: 2,110 shares; 2025Q2: 4,019 shares; 2025Q3: 4,519 shares; 2025Q4: 4,198 shares; 2026Q1: 3,420 shares; 2026Q2: 3,384 shares 3,384 $583K 0.02% -36 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,666 shares; 2025Q1: 6,666 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares; 2026Q1: 6,500 shares; 2026Q2: 6,500 shares 6,500 $580K 0.02% 0 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,157 shares; 2025Q3: 57,368 shares; 2025Q4: 45,474 shares; 2026Q1: not reported; 2026Q2: 10,004 shares 10,004 $580K 0.02% new Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,381 shares; 2025Q1: 18,131 shares; 2025Q2: 18,162 shares; 2025Q3: 15,078 shares; 2025Q4: 15,078 shares; 2026Q1: 15,078 shares; 2026Q2: 15,117 shares 15,117 $576K 0.02% +39 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; 2024Q3: restricted; 2024Q4: 19,707 shares; 2025Q1: 19,707 shares; 2025Q2: 19,707 shares; 2025Q3: 19,707 shares; 2025Q4: 19,707 shares; 2026Q1: 19,707 shares; 2026Q2: 23,687 shares 23,687 $576K 0.02% +3,980 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; 2024Q3: restricted; 2024Q4: 7,568 shares; 2025Q1: 12,581 shares; 2025Q2: 7,484 shares; 2025Q3: 7,445 shares; 2025Q4: 7,451 shares; 2026Q1: 7,464 shares; 2026Q2: 7,478 shares 7,478 $571K 0.02% +14 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,483 shares; 2025Q3: 1,483 shares; 2025Q4: 1,483 shares; 2026Q1: 1,923 shares; 2026Q2: 2,373 shares 2,373 $564K 0.02% +450 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 404 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 175 shares; 2026Q1: 175 shares; 2026Q2: 1,855 shares 1,855 $560K 0.02% +1,680 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,913 shares; 2025Q4: 12,055 shares; 2026Q1: not reported; 2026Q2: 55,764 shares 55,764 $559K 0.02% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,913 shares; 2025Q4: 2,519 shares; 2026Q1: 1,829 shares; 2026Q2: 3,168 shares 3,168 $559K 0.02% +1,339 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,688 shares; 2025Q3: 20,846 shares; 2025Q4: 21,088 shares; 2026Q1: 21,295 shares; 2026Q2: 21,516 shares 21,516 $556K 0.02% +221 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,290 shares; 2025Q1: 4,290 shares; 2025Q2: 4,290 shares; 2025Q3: 4,290 shares; 2025Q4: 4,290 shares; 2026Q1: 4,290 shares; 2026Q2: 3,390 shares 3,390 $555K 0.02% -900 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,798 shares; 2025Q1: 4,995 shares; 2025Q2: 4,823 shares; 2025Q3: 3,827 shares; 2025Q4: 3,945 shares; 2026Q1: 3,844 shares; 2026Q2: 4,184 shares 4,184 $551K 0.02% +340 Timeline STXV EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,663 shares; 2025Q1: 14,536 shares; 2025Q2: 14,536 shares; 2025Q3: 14,334 shares; 2025Q4: 14,334 shares; 2026Q1: 14,334 shares; 2026Q2: 14,334 shares 14,334 $543K 0.02% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,207 shares; 2025Q1: 3,926 shares; 2025Q2: 5,473 shares; 2025Q3: 3,897 shares; 2025Q4: 3,898 shares; 2026Q1: 3,844 shares; 2026Q2: 4,118 shares 4,118 $534K 0.01% +274 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; 2024Q3: restricted; 2024Q4: 25,104 shares; 2025Q1: 26,672 shares; 2025Q2: 26,799 shares; 2025Q3: 26,589 shares; 2025Q4: 24,996 shares; 2026Q1: 25,960 shares; 2026Q2: 28,386 shares 28,386 $526K 0.01% +2,426 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 26,747 shares; 2025Q1: 24,077 shares; 2025Q2: 24,077 shares; 2025Q3: 24,077 shares; 2025Q4: 35,128 shares; 2026Q1: 28,131 shares; 2026Q2: 28,131 shares 28,131 $525K 0.01% 0 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,363 shares; 2025Q1: 13,624 shares; 2025Q2: 36,705 shares; 2025Q3: 36,918 shares; 2025Q4: 32,643 shares; 2026Q1: 26,121 shares; 2026Q2: 26,687 shares 26,687 $519K 0.01% +566 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,718 shares 12,718 $517K 0.01% new Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,599 shares; 2026Q1: 11,089 shares; 2026Q2: 10,194 shares 10,194 $505K 0.01% -895 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,689 shares; 2025Q1: 8,793 shares; 2025Q2: 9,787 shares; 2025Q3: 10,157 shares; 2025Q4: 11,818 shares; 2026Q1: 11,182 shares; 2026Q2: 10,766 shares 10,766 $501K 0.01% -416 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,219 shares; 2025Q1: 15,319 shares; 2025Q2: 14,472 shares; 2025Q3: 14,212 shares; 2025Q4: 12,104 shares; 2026Q1: 11,868 shares; 2026Q2: 12,133 shares 12,133 $498K 0.01% +265 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,400 shares; 2025Q4: 15,359 shares; 2026Q1: 9,889 shares; 2026Q2: 9,501 shares 9,501 $497K 0.01% -388 Timeline STXD EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,755 shares; 2025Q1: 12,489 shares; 2025Q2: 12,489 shares; 2025Q3: 12,489 shares; 2025Q4: 12,489 shares; 2026Q1: 12,489 shares; 2026Q2: 12,489 shares 12,489 $497K 0.01% 0 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,817 shares; 2025Q1: 5,721 shares; 2025Q2: 5,696 shares; 2025Q3: 5,677 shares; 2025Q4: 5,676 shares; 2026Q1: 4,707 shares; 2026Q2: 4,601 shares 4,601 $492K 0.01% -106 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,864 shares; 2025Q1: 8,745 shares; 2025Q2: 8,849 shares; 2025Q3: 8,777 shares; 2025Q4: 9,277 shares; 2026Q1: 9,277 shares; 2026Q2: 9,072 shares 9,072 $492K 0.01% -205 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; 2024Q3: restricted; 2024Q4: 690 shares; 2025Q1: 689 shares; 2025Q2: 694 shares; 2025Q3: 957 shares; 2025Q4: 1,154 shares; 2026Q1: 688 shares; 2026Q2: 989 shares 989 $491K 0.01% +301 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,310 shares; 2025Q1: 4,310 shares; 2025Q2: 4,310 shares; 2025Q3: 4,310 shares; 2025Q4: 4,310 shares; 2026Q1: 4,310 shares; 2026Q2: 4,312 shares 4,312 $490K 0.01% +2 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; 2024Q3: restricted; 2024Q4: 4,704 shares; 2025Q1: 5,976 shares; 2025Q2: 12,551 shares; 2025Q3: 21,425 shares; 2025Q4: 20,864 shares; 2026Q1: 16,877 shares; 2026Q2: 11,438 shares 11,438 $488K 0.01% -5,439 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,694 shares 5,694 $487K 0.01% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,008 shares; 2025Q1: 2,008 shares; 2025Q2: 2,137 shares; 2025Q3: 1,924 shares; 2025Q4: 1,924 shares; 2026Q1: 1,924 shares; 2026Q2: 1,924 shares 1,924 $485K 0.01% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,043 shares; 2025Q1: 2,026 shares; 2025Q2: 2,011 shares; 2025Q3: 1,711 shares; 2025Q4: 1,678 shares; 2026Q1: 1,674 shares; 2026Q2: 1,676 shares 1,676 $474K 0.01% +2 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,679 shares; 2025Q1: 7,666 shares; 2025Q2: 7,670 shares; 2025Q3: 6,674 shares; 2025Q4: 6,678 shares; 2026Q1: 6,176 shares; 2026Q2: 6,114 shares 6,114 $474K 0.01% -62 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,668 shares; 2025Q1: 4,668 shares; 2025Q2: 4,668 shares; 2025Q3: 4,668 shares; 2025Q4: 4,668 shares; 2026Q1: 4,668 shares; 2026Q2: 4,902 shares 4,902 $473K 0.01% +234 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; 2024Q3: restricted; 2024Q4: 127,592 shares; 2025Q1: 17,080 shares; 2025Q2: 15,809 shares; 2025Q3: 13,788 shares; 2025Q4: 8,533 shares; 2026Q1: 8,489 shares; 2026Q2: 7,240 shares 7,240 $467K 0.01% -1,249 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,003 shares; 2025Q1: 5,563 shares; 2025Q2: 5,504 shares; 2025Q3: 5,445 shares; 2025Q4: 3,645 shares; 2026Q1: 4,125 shares; 2026Q2: 4,126 shares 4,126 $464K 0.01% +1 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,123 shares; 2025Q1: 10,389 shares; 2025Q2: 10,001 shares; 2025Q3: 9,660 shares; 2025Q4: 9,509 shares; 2026Q1: 10,205 shares; 2026Q2: 9,436 shares 9,436 $458K 0.01% -769 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,726 shares; 2026Q1: 1,726 shares; 2026Q2: 1,726 shares 1,726 $458K 0.01% 0 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,781 shares 9,781 $458K 0.01% new Timeline FTSL 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; 2024Q3: restricted; 2024Q4: 10,185 shares; 2025Q1: 10,185 shares; 2025Q2: 10,185 shares; 2025Q3: 10,185 shares; 2025Q4: 10,185 shares; 2026Q1: 10,185 shares; 2026Q2: 10,185 shares 10,185 $456K 0.01% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,259 shares; 2026Q1: 8,270 shares; 2026Q2: 8,281 shares 8,281 $456K 0.01% +11 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,121 shares; 2025Q1: 1,121 shares; 2025Q2: 1,121 shares; 2025Q3: 1,121 shares; 2025Q4: 1,106 shares; 2026Q1: 1,106 shares; 2026Q2: 1,108 shares 1,108 $454K 0.01% +2 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,567 shares; 2025Q3: 13,096 shares; 2025Q4: 8,788 shares; 2026Q1: 9,012 shares; 2026Q2: 2,998 shares 2,998 $438K 0.01% -6,014 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; 2024Q3: restricted; 2024Q4: 4,702 shares; 2025Q1: 4,702 shares; 2025Q2: 4,702 shares; 2025Q3: 4,744 shares; 2025Q4: 4,532 shares; 2026Q1: 4,529 shares; 2026Q2: 4,543 shares 4,543 $438K 0.01% +14 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,575 shares; 2025Q3: 3,575 shares; 2025Q4: 3,575 shares; 2026Q1: 3,575 shares; 2026Q2: 3,575 shares 3,575 $437K 0.01% 0 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 575 shares 575 $436K 0.01% new Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,813 shares 22,813 $432K 0.01% new Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 27,990 shares; 2025Q1: 27,990 shares; 2025Q2: 27,990 shares; 2025Q3: 27,990 shares; 2025Q4: 27,990 shares; 2026Q1: 27,990 shares; 2026Q2: 27,990 shares 27,990 $425K 0.01% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 504 shares; 2025Q1: 469 shares; 2025Q2: 446 shares; 2025Q3: 1,089 shares; 2025Q4: 1,099 shares; 2026Q1: 1,075 shares; 2026Q2: 1,040 shares 1,040 $424K 0.01% -35 Timeline MRLN MERLIN INC More: the full row for MERLIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 73,970 shares 73,970 $421K 0.01% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,937 shares; 2025Q2: 1,797 shares; 2025Q3: 1,857 shares; 2025Q4: 1,865 shares; 2026Q1: 2,319 shares; 2026Q2: 1,886 shares 1,886 $420K 0.01% -433 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,172 shares 7,172 $417K 0.01% new Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,764 shares; 2025Q1: 1,329 shares; 2025Q2: 1,442 shares; 2025Q3: 1,458 shares; 2025Q4: 1,624 shares; 2026Q1: 1,524 shares; 2026Q2: 1,552 shares 1,552 $416K 0.01% +28 Timeline BTCO INVESCO GALAXY BITCOIN ETF More: the full row for INVESCO GALAXY BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,100 shares; 2025Q3: 7,650 shares; 2025Q4: 7,100 shares; 2026Q1: 7,100 shares; 2026Q2: 7,100 shares 7,100 $415K 0.01% 0 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,993 shares 11,993 $409K 0.01% new Timeline