VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 525,566 shares; 2025Q2: 515,746 shares; 2025Q3: 518,887 shares; 2025Q4: 83,680 shares; 2026Q1: 675,470 shares 675,470 $245M 6.87% +591,790 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 304,120 shares; 2025Q2: 305,534 shares; 2025Q3: 300,344 shares; 2025Q4: 105,029 shares; 2026Q1: 607,077 shares 607,077 $127M 3.55% +502,048 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 176,970 shares; 2025Q2: 175,063 shares; 2025Q3: 179,176 shares; 2025Q4: 53,939 shares; 2026Q1: 145,290 shares 145,290 $103M 2.88% +91,351 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 339,155 shares; 2025Q2: 360,580 shares; 2025Q3: 461,669 shares; 2025Q4: 387,024 shares; 2026Q1: 448,135 shares 448,135 $98.9M 2.77% +61,111 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 208,071 shares; 2025Q2: 206,890 shares; 2025Q3: 308,838 shares; 2025Q4: 279,908 shares; 2026Q1: 323,726 shares 323,726 $95.4M 2.68% +43,818 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,580,064 shares; 2025Q2: 1,580,033 shares; 2025Q3: 1,579,930 shares; 2025Q4: 1,580,502 shares; 2026Q1: 1,581,662 shares 1,581,662 $75.4M 2.11% +1,160 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 146,486 shares; 2025Q2: 153,893 shares; 2025Q3: 178,794 shares; 2025Q4: 61,838 shares; 2026Q1: 87,462 shares 87,462 $64.6M 1.81% +25,624 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 119,333 shares; 2025Q2: 119,724 shares; 2025Q3: 152,068 shares; 2025Q4: 209,843 shares; 2026Q1: 228,163 shares 228,163 $60.7M 1.7% +18,320 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 114,699 shares; 2025Q2: 109,870 shares; 2025Q3: 142,280 shares; 2025Q4: 155,040 shares; 2026Q1: 147,345 shares 147,345 $56.6M 1.59% -7,695 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 406,149 shares; 2025Q2: 375,375 shares; 2025Q3: 383,795 shares; 2025Q4: 523,878 shares; 2026Q1: 624,595 shares 624,595 $43.7M 1.23% +100,717 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 52,839 shares; 2025Q2: 50,422 shares; 2025Q3: 49,093 shares; 2025Q4: 46,443 shares; 2026Q1: 498,438 shares 498,438 $43.1M 1.21% +451,995 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 90,316 shares; 2025Q2: 91,108 shares; 2025Q3: 110,957 shares; 2025Q4: 90,780 shares; 2026Q1: 103,860 shares 103,860 $42.4M 1.19% +13,080 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 52,103 shares; 2025Q2: 50,920 shares; 2025Q3: 51,350 shares; 2025Q4: 49,497 shares; 2026Q1: 54,701 shares 54,701 $40.6M 1.14% +5,204 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 43,851 shares; 2025Q2: 65,555 shares; 2025Q3: 89,662 shares; 2025Q4: 90,953 shares; 2026Q1: 96,215 shares 96,215 $40.3M 1.13% +5,262 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 67,764 shares; 2025Q2: 69,367 shares; 2025Q3: 71,349 shares; 2025Q4: 72,085 shares; 2026Q1: 296,689 shares 296,689 $36.6M 1.03% +224,604 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 66,996 shares; 2025Q2: 114,726 shares; 2025Q3: 110,709 shares; 2025Q4: 253,257 shares; 2026Q1: 337,530 shares 337,530 $33.9M 0.95% +84,273 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 371,728 shares; 2025Q2: 372,731 shares; 2025Q3: 372,160 shares; 2025Q4: 443,541 shares; 2026Q1: 430,978 shares 430,978 $31.9M 0.89% -12,563 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 725,554 shares; 2026Q1: 1,103,282 shares 1,103,282 $30.2M 0.85% +377,728 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 75,557 shares; 2025Q2: 75,475 shares; 2025Q3: 75,421 shares; 2025Q4: 2,411 shares; 2026Q1: 158,945 shares 158,945 $29.5M 0.83% +156,534 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 30,701 shares; 2025Q2: 29,929 shares; 2025Q3: 40,816 shares; 2025Q4: 38,827 shares; 2026Q1: 43,686 shares 43,686 $26.3M 0.74% +4,859 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 82,109 shares; 2025Q2: 73,683 shares; 2025Q3: 84,278 shares; 2025Q4: 81,406 shares; 2026Q1: 89,914 shares 89,914 $26.2M 0.73% +8,508 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 144,178 shares; 2025Q2: 140,970 shares; 2025Q3: 149,690 shares; 2025Q4: 33,668 shares; 2026Q1: 228,901 shares 228,901 $24M 0.67% +195,233 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 189,354 shares; 2025Q2: 171,616 shares; 2025Q3: 183,334 shares; 2025Q4: 162,904 shares; 2026Q1: 173,790 shares 173,790 $23.6M 0.66% +10,886 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 293,769 shares; 2026Q1: 318,438 shares 318,438 $23.6M 0.66% +24,669 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 184,152 shares; 2025Q2: 311,389 shares; 2025Q3: 316,144 shares; 2025Q4: 313,382 shares; 2026Q1: 284,979 shares 284,979 $22.2M 0.62% -28,403 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 94,598 shares; 2025Q2: 104,221 shares; 2025Q3: 133,519 shares; 2025Q4: 152,142 shares; 2026Q1: 165,290 shares 165,290 $21.5M 0.6% +13,148 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 42,353 shares; 2025Q2: 41,991 shares; 2025Q3: 45,371 shares; 2025Q4: 35,159 shares; 2026Q1: 73,013 shares 73,013 $20.9M 0.59% +37,854 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 34,919 shares; 2025Q2: 38,691 shares; 2025Q3: 45,362 shares; 2025Q4: 38,405 shares; 2026Q1: 46,897 shares 46,897 $20.3M 0.57% +8,492 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 45,424 shares; 2025Q2: 45,841 shares; 2025Q3: 54,017 shares; 2025Q4: 38,464 shares; 2026Q1: 52,401 shares 52,401 $20.3M 0.57% +13,937 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 922,932 shares; 2025Q2: 539,160 shares; 2025Q3: 564,184 shares; 2025Q4: 171,194 shares; 2026Q1: 231,870 shares 231,870 $20.1M 0.56% +60,676 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 722,356 shares; 2025Q2: 767,624 shares; 2025Q3: 741,360 shares; 2025Q4: 593,600 shares; 2026Q1: 552,796 shares 552,796 $19.9M 0.56% -40,804 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 45,152 shares; 2025Q2: 49,564 shares; 2025Q3: 58,150 shares; 2025Q4: 49,347 shares; 2026Q1: 95,691 shares 95,691 $19.5M 0.55% +46,344 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,351 shares; 2025Q2: 3,578 shares; 2025Q3: 2,900 shares; 2025Q4: 5,732 shares; 2026Q1: 264,104 shares 264,104 $19.3M 0.54% +258,372 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 94,006 shares; 2025Q2: 92,354 shares; 2025Q3: 91,305 shares; 2025Q4: 78,019 shares; 2026Q1: 77,306 shares 77,306 $18.1M 0.51% -713 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 112,107 shares; 2025Q2: 102,458 shares; 2025Q3: 106,076 shares; 2025Q4: 245,350 shares; 2026Q1: 377,315 shares 377,315 $18M 0.51% +131,965 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 64,703 shares; 2025Q2: 9,143 shares; 2025Q3: 27,729 shares; 2025Q4: 61,833 shares; 2026Q1: 145,743 shares 145,743 $17.6M 0.49% +83,910 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 37,934 shares; 2025Q2: 37,941 shares; 2025Q3: 38,439 shares; 2025Q4: 7,922 shares; 2026Q1: 75,886 shares 75,886 $17.4M 0.49% +67,964 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 39,264 shares; 2025Q2: 36,988 shares; 2025Q3: 40,405 shares; 2025Q4: 29,510 shares; 2026Q1: 34,449 shares 34,449 $16.7M 0.47% +4,939 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,522 shares; 2025Q4: 7,451 shares; 2026Q1: 8,010 shares 8,010 $16.2M 0.45% +559 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 24,176 shares; 2025Q2: 25,207 shares; 2025Q3: 36,641 shares; 2025Q4: 39,141 shares; 2026Q1: 36,941 shares 36,941 $16M 0.45% -2,200 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 63,659 shares; 2025Q2: 63,875 shares; 2025Q3: 75,731 shares; 2025Q4: 39,873 shares; 2026Q1: 51,348 shares 51,348 $15.7M 0.44% +11,475 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 136,017 shares; 2025Q2: 414,150 shares; 2025Q3: 443,577 shares; 2025Q4: 275,958 shares; 2026Q1: 324,664 shares 324,664 $15.4M 0.43% +48,706 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 10,214 shares; 2025Q2: 10,928 shares; 2025Q3: 17,918 shares; 2025Q4: 13,066 shares; 2026Q1: 16,645 shares 16,645 $15.2M 0.43% +3,579 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,827 shares; 2025Q2: 18,332 shares; 2025Q3: 47,330 shares; 2025Q4: 60,912 shares; 2026Q1: 51,704 shares 51,704 $15M 0.42% -9,208 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 487,590 shares; 2025Q2: 534,906 shares; 2025Q3: 561,816 shares; 2025Q4: 496,645 shares; 2026Q1: 541,282 shares 541,282 $14.7M 0.41% +44,637 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 25,405 shares; 2025Q2: 21,416 shares; 2025Q3: 33,935 shares; 2025Q4: 29,932 shares; 2026Q1: 32,455 shares 32,455 $14.5M 0.41% +2,523 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 260,145 shares; 2025Q2: 277,065 shares; 2025Q3: 487,528 shares; 2025Q4: 216,979 shares; 2026Q1: 219,935 shares 219,935 $14.5M 0.41% +2,956 Timeline ASCE ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 444,171 shares; 2026Q1: 447,103 shares 447,103 $14.4M 0.4% +2,932 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 58,765 shares; 2025Q2: 55,046 shares; 2025Q3: 40,346 shares; 2025Q4: 47,518 shares; 2026Q1: 49,278 shares 49,278 $13.9M 0.39% +1,760 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,206 shares; 2025Q2: 4,221 shares; 2025Q3: 10,776 shares; 2025Q4: 12,457 shares; 2026Q1: 13,342 shares 13,342 $13.6M 0.38% +885 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,270 shares 9,270 $13.5M 0.38% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 25,063 shares; 2025Q2: 25,735 shares; 2025Q3: 25,246 shares; 2025Q4: 23,432 shares; 2026Q1: 46,839 shares 46,839 $13.4M 0.38% +23,407 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 237,617 shares; 2025Q3: 252,586 shares; 2025Q4: 274,207 shares; 2026Q1: 281,197 shares 281,197 $12.8M 0.36% +6,990 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 26,775 shares; 2025Q2: 2,026 shares; 2025Q3: 13,052 shares; 2025Q4: 31,937 shares; 2026Q1: 16,616 shares 16,616 $12.7M 0.36% -15,321 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 179,266 shares; 2025Q2: 169,413 shares; 2025Q3: 167,496 shares; 2025Q4: 76,972 shares; 2026Q1: 92,783 shares 92,783 $12.6M 0.35% +15,811 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 85,732 shares; 2025Q2: 83,356 shares; 2025Q3: 85,745 shares; 2025Q4: 91,328 shares; 2026Q1: 91,907 shares 91,907 $12.6M 0.35% +579 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 143,116 shares; 2025Q2: 187,912 shares; 2025Q3: 325,896 shares; 2025Q4: 447,629 shares; 2026Q1: 464,647 shares 464,647 $12.6M 0.35% +17,018 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 134,159 shares; 2025Q2: 127,975 shares; 2025Q3: 139,596 shares; 2025Q4: 214,938 shares; 2026Q1: 211,215 shares 211,215 $12.5M 0.35% -3,723 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 75,533 shares; 2025Q2: 85,588 shares; 2025Q3: 86,793 shares; 2025Q4: 37,999 shares; 2026Q1: 55,281 shares 55,281 $12.4M 0.35% +17,282 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 155,879 shares; 2025Q2: 165,722 shares; 2025Q3: 170,414 shares; 2025Q4: 168,640 shares; 2026Q1: 229,247 shares 229,247 $11.4M 0.32% +60,607 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,376 shares; 2025Q2: 3,947 shares; 2025Q3: 3,141 shares; 2025Q4: 5,853 shares; 2026Q1: 66,990 shares 66,990 $11M 0.31% +61,137 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,211 shares; 2025Q2: 4,596 shares; 2025Q3: 7,317 shares; 2025Q4: 8,050 shares; 2026Q1: 9,972 shares 9,972 $10.7M 0.3% +1,922 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,557 shares; 2025Q2: 70,265 shares; 2025Q3: 65,416 shares; 2025Q4: 79,007 shares; 2026Q1: 106,320 shares 106,320 $10.7M 0.3% +27,313 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,482 shares; 2025Q2: 4,751 shares; 2025Q3: 4,178 shares; 2025Q4: 119,622 shares; 2026Q1: 116,290 shares 116,290 $10.6M 0.3% -3,332 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 379,536 shares; 2025Q2: 371,478 shares; 2025Q3: 208,026 shares; 2025Q4: 63,561 shares; 2026Q1: 144,660 shares 144,660 $10.6M 0.3% +81,099 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 80,098 shares; 2025Q2: 68,226 shares; 2025Q3: 94,420 shares; 2025Q4: 67,884 shares; 2026Q1: 119,066 shares 119,066 $10.6M 0.3% +51,182 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 19,222 shares; 2025Q2: 17,451 shares; 2025Q3: 20,780 shares; 2025Q4: 24,133 shares; 2026Q1: 340,184 shares 340,184 $10.3M 0.29% +316,051 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 28,137 shares; 2025Q2: 28,268 shares; 2025Q3: 44,834 shares; 2025Q4: 49,708 shares; 2026Q1: 51,118 shares 51,118 $10.2M 0.29% +1,410 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 40,532 shares; 2025Q2: 44,286 shares; 2025Q3: 52,293 shares; 2025Q4: 65,836 shares; 2026Q1: 67,440 shares 67,440 $10.2M 0.28% +1,604 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 121,672 shares; 2025Q2: 280,427 shares; 2025Q3: 305,866 shares; 2025Q4: 153,742 shares; 2026Q1: 194,583 shares 194,583 $10M 0.28% +40,841 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 30,160 shares; 2025Q2: 39,724 shares; 2025Q3: 53,841 shares; 2025Q4: 49,636 shares; 2026Q1: 48,165 shares 48,165 $10M 0.28% -1,471 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 191,844 shares; 2025Q2: 236,931 shares; 2025Q3: 238,558 shares; 2025Q4: 127,260 shares; 2026Q1: 186,668 shares 186,668 $9.96M 0.28% +59,408 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 177,366 shares; 2025Q2: 199,656 shares; 2025Q3: 202,103 shares; 2025Q4: 179,050 shares; 2026Q1: 242,208 shares 242,208 $9.92M 0.28% +63,158 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 30,834 shares; 2025Q2: 35,863 shares; 2025Q3: 51,715 shares; 2025Q4: 112,601 shares; 2026Q1: 112,459 shares 112,459 $9.7M 0.27% -142 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 65,990 shares; 2025Q2: 64,075 shares; 2025Q3: 63,930 shares; 2025Q4: 31,927 shares; 2026Q1: 96,364 shares 96,364 $9.63M 0.27% +64,437 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,738 shares; 2025Q2: 1,731 shares; 2025Q3: 11,180 shares; 2025Q4: 10,201 shares; 2026Q1: 85,561 shares 85,561 $9.61M 0.27% +75,360 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 312,596 shares 312,596 $9.38M 0.26% new Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 69,105 shares; 2025Q2: 93,359 shares; 2025Q3: 118,783 shares; 2025Q4: 259,184 shares; 2026Q1: 257,314 shares 257,314 $9.31M 0.26% -1,870 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 383,538 shares; 2025Q2: 374,931 shares; 2025Q3: 382,777 shares; 2025Q4: 124,693 shares; 2026Q1: 97,143 shares 97,143 $9.25M 0.26% -27,550 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 14,186 shares; 2025Q2: 17,270 shares; 2025Q3: 12,238 shares; 2025Q4: 7,163 shares; 2026Q1: 9,316 shares 9,316 $9.22M 0.26% +2,153 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 51,020 shares; 2025Q2: 55,017 shares; 2025Q3: 60,543 shares; 2025Q4: 68,984 shares; 2026Q1: 63,415 shares 63,415 $9.16M 0.26% -5,569 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 48,572 shares; 2025Q2: 34,580 shares; 2025Q3: 38,446 shares; 2025Q4: 63,376 shares; 2026Q1: 63,692 shares 63,692 $9.08M 0.25% +316 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 103,453 shares; 2025Q3: 105,957 shares; 2025Q4: 108,065 shares; 2026Q1: 114,794 shares 114,794 $8.96M 0.25% +6,729 Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 742,509 shares 742,509 $8.95M 0.25% new Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 456,756 shares; 2025Q2: 469,654 shares; 2025Q3: 466,840 shares; 2025Q4: 110,576 shares; 2026Q1: 99,469 shares 99,469 $8.9M 0.25% -11,107 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 44,865 shares; 2025Q2: 42,687 shares; 2025Q3: 40,575 shares; 2025Q4: 39,766 shares; 2026Q1: 12,907 shares 12,907 $8.76M 0.25% -26,859 Timeline BKIE 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,511 shares; 2026Q1: 88,622 shares 88,622 $8.75M 0.25% +81,111 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 157,268 shares; 2025Q2: 160,496 shares; 2025Q3: 160,730 shares; 2025Q4: 159,991 shares; 2026Q1: 137,796 shares 137,796 $8.69M 0.24% -22,195 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,775 shares; 2025Q2: 5,323 shares; 2025Q3: 6,103 shares; 2025Q4: 85,957 shares; 2026Q1: 97,821 shares 97,821 $8.57M 0.24% +11,864 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 51,413 shares; 2025Q2: 76,217 shares; 2025Q3: 87,698 shares; 2025Q4: 85,551 shares; 2026Q1: 86,982 shares 86,982 $8.56M 0.24% +1,431 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 24,416 shares; 2025Q2: 38,330 shares; 2025Q3: 65,523 shares; 2025Q4: 36,623 shares; 2026Q1: 45,692 shares 45,692 $8.54M 0.24% +9,069 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 210,643 shares; 2025Q2: 229,304 shares; 2025Q3: 126,401 shares; 2025Q4: 68,870 shares; 2026Q1: 86,914 shares 86,914 $8.39M 0.24% +18,044 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 205,207 shares; 2025Q2: 247,589 shares; 2025Q3: 258,153 shares; 2025Q4: 206,039 shares; 2026Q1: 200,652 shares 200,652 $8.31M 0.23% -5,387 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 24,246 shares; 2025Q2: 24,556 shares; 2025Q3: 28,384 shares; 2025Q4: 20,113 shares; 2026Q1: 30,185 shares 30,185 $8.3M 0.23% +10,072 Timeline DUKH NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 337,417 shares 337,417 $8.11M 0.23% new Timeline DUKZ NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 317,534 shares 317,534 $8.08M 0.23% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 31,586 shares; 2025Q2: 29,995 shares; 2025Q3: 33,017 shares; 2025Q4: 33,106 shares; 2026Q1: 36,003 shares 36,003 $8.07M 0.23% +2,897 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 19,996 shares; 2025Q2: 19,843 shares; 2025Q3: 22,946 shares; 2025Q4: 23,328 shares; 2026Q1: 65,417 shares 65,417 $7.87M 0.22% +42,089 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 56,208 shares; 2025Q3: 63,537 shares; 2025Q4: 69,668 shares; 2026Q1: 63,165 shares 63,165 $7.86M 0.22% -6,503 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,161 shares; 2025Q2: 22,433 shares; 2025Q3: 44,360 shares; 2025Q4: 9,947 shares; 2026Q1: 93,579 shares 93,579 $7.68M 0.22% +83,632 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 116,456 shares; 2025Q2: 124,973 shares; 2025Q3: 90,783 shares; 2025Q4: 50,178 shares; 2026Q1: 36,481 shares 36,481 $7.68M 0.22% -13,697 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 76,112 shares; 2025Q2: 76,223 shares; 2025Q3: 83,630 shares; 2025Q4: 98,602 shares; 2026Q1: 97,287 shares 97,287 $7.43M 0.21% -1,315 Timeline SOXQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,905 shares; 2025Q4: 76,239 shares; 2026Q1: 80,446 shares 80,446 $7.42M 0.21% +4,207 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 30,418 shares; 2025Q2: 34,637 shares; 2025Q3: 37,835 shares; 2025Q4: 23,174 shares; 2026Q1: 39,440 shares 39,440 $7.33M 0.21% +16,266 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 159,867 shares; 2025Q2: 197,809 shares; 2025Q3: 199,624 shares; 2025Q4: 195,144 shares; 2026Q1: 270,627 shares 270,627 $7.13M 0.2% +75,483 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 13,814 shares; 2025Q2: 14,362 shares; 2025Q3: 19,130 shares; 2025Q4: 17,200 shares; 2026Q1: 13,813 shares 13,813 $6.9M 0.19% -3,387 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 66,142 shares; 2025Q2: 79,873 shares; 2025Q3: 120,026 shares; 2025Q4: 111,920 shares; 2026Q1: 148,983 shares 148,983 $6.82M 0.19% +37,063 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,028 shares; 2025Q4: 50,823 shares; 2026Q1: 63,087 shares 63,087 $6.82M 0.19% +12,264 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 12,252 shares; 2025Q2: 11,469 shares; 2025Q3: 11,853 shares; 2025Q4: 20,381 shares; 2026Q1: 12,435 shares 12,435 $6.79M 0.19% -7,946 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 282,885 shares; 2025Q2: 283,383 shares; 2025Q3: 301,596 shares; 2025Q4: 305,773 shares; 2026Q1: 336,530 shares 336,530 $6.73M 0.19% +30,757 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,922 shares; 2025Q2: 4,288 shares; 2025Q3: 8,278 shares; 2025Q4: 8,010 shares; 2026Q1: 8,781 shares 8,781 $6.72M 0.19% +771 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 28,080 shares; 2025Q2: 27,936 shares; 2025Q3: 30,290 shares; 2025Q4: 17,699 shares; 2026Q1: 19,467 shares 19,467 $6.35M 0.18% +1,768 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,981 shares; 2025Q2: not reported; 2025Q3: 2,465 shares; 2025Q4: 10,549 shares; 2026Q1: 11,299 shares 11,299 $6.34M 0.18% +750 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 84,494 shares; 2025Q3: 225,019 shares; 2025Q4: 111,399 shares; 2026Q1: 135,065 shares 135,065 $6.32M 0.18% +23,666 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 912 shares; 2025Q2: 3,715 shares; 2025Q3: 3,797 shares; 2025Q4: 3,572 shares; 2026Q1: 3,480 shares 3,480 $6.3M 0.18% -92 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 18,183 shares; 2025Q2: 19,664 shares; 2025Q3: 19,993 shares; 2025Q4: 10,574 shares; 2026Q1: 20,488 shares 20,488 $6.21M 0.17% +9,914 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,754 shares; 2025Q2: 5,677 shares; 2025Q3: 8,591 shares; 2025Q4: 5,534 shares; 2026Q1: 6,537 shares 6,537 $6.18M 0.17% +1,003 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,940 shares; 2025Q2: 5,405 shares; 2025Q3: 8,405 shares; 2025Q4: 15,546 shares; 2026Q1: 23,192 shares 23,192 $6.16M 0.17% +7,646 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 31,473 shares; 2025Q2: 32,171 shares; 2025Q3: 35,518 shares; 2025Q4: 37,555 shares; 2026Q1: 38,130 shares 38,130 $6.14M 0.17% +575 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 194,666 shares; 2025Q2: 195,667 shares; 2025Q3: 195,913 shares; 2025Q4: 228,729 shares; 2026Q1: 246,646 shares 246,646 $6.14M 0.17% +17,917 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,327 shares; 2026Q1: 174,702 shares 174,702 $5.85M 0.16% +151,375 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 58,786 shares; 2025Q2: 56,639 shares; 2025Q3: 56,997 shares; 2025Q4: 20,546 shares; 2026Q1: 20,091 shares 20,091 $5.82M 0.16% -455 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,345 shares; 2025Q2: 8,930 shares; 2025Q3: 10,176 shares; 2025Q4: 13,700 shares; 2026Q1: 14,038 shares 14,038 $5.64M 0.16% +338 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,960 shares; 2025Q2: 4,525 shares; 2025Q3: 8,457 shares; 2025Q4: 11,288 shares; 2026Q1: 13,031 shares 13,031 $5.62M 0.16% +1,743 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 38,741 shares; 2025Q2: 39,099 shares; 2025Q3: 50,271 shares; 2025Q4: 28,088 shares; 2026Q1: 31,391 shares 31,391 $5.62M 0.16% +3,303 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 13,862 shares; 2025Q2: 12,031 shares; 2025Q3: 13,211 shares; 2025Q4: 16,933 shares; 2026Q1: 70,052 shares 70,052 $5.6M 0.16% +53,119 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 49,463 shares; 2025Q2: 44,750 shares; 2025Q3: 47,394 shares; 2025Q4: 132,612 shares; 2026Q1: 71,491 shares 71,491 $5.57M 0.16% -61,121 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 11,075 shares; 2025Q2: 11,056 shares; 2025Q3: 17,452 shares; 2025Q4: 26,797 shares; 2026Q1: 83,264 shares 83,264 $5.23M 0.15% +56,467 Timeline BCTK BARON ETF TR More: the full row for BARON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 178,276 shares; 2026Q1: 178,297 shares 178,297 $5.16M 0.14% +21 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 18,278 shares; 2025Q2: 19,530 shares; 2025Q3: 49,510 shares; 2025Q4: 41,542 shares; 2026Q1: 51,751 shares 51,751 $5.14M 0.14% +10,209 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,613 shares; 2025Q2: 5,745 shares; 2025Q3: 7,973 shares; 2025Q4: 8,889 shares; 2026Q1: 8,661 shares 8,661 $5.1M 0.14% -228 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 15,747 shares; 2025Q2: 8,588 shares; 2025Q3: 19,842 shares; 2025Q4: 11,021 shares; 2026Q1: 12,741 shares 12,741 $5.05M 0.14% +1,720 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 186,556 shares; 2025Q3: 190,988 shares; 2025Q4: 95,890 shares; 2026Q1: 117,125 shares 117,125 $4.95M 0.14% +21,235 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 39,241 shares; 2025Q2: 38,307 shares; 2025Q3: 18,550 shares; 2025Q4: 20,935 shares; 2026Q1: 28,024 shares 28,024 $4.91M 0.14% +7,089 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 14,201 shares; 2025Q2: 11,828 shares; 2025Q3: 19,389 shares; 2025Q4: 61,490 shares; 2026Q1: 85,273 shares 85,273 $4.91M 0.14% +23,783 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 807 shares; 2025Q4: 11,111 shares; 2026Q1: 9,464 shares 9,464 $4.88M 0.14% -1,647 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 94,696 shares; 2025Q2: 96,730 shares; 2025Q3: 102,266 shares; 2025Q4: 105,336 shares; 2026Q1: 105,105 shares 105,105 $4.85M 0.14% -231 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 51,557 shares; 2025Q2: 50,275 shares; 2025Q3: 43,755 shares; 2025Q4: 28,138 shares; 2026Q1: 33,342 shares 33,342 $4.8M 0.13% +5,204 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 27,357 shares; 2025Q2: 27,489 shares; 2025Q3: 27,671 shares; 2025Q4: 30,415 shares; 2026Q1: 30,182 shares 30,182 $4.76M 0.13% -233 Timeline EVER EVERQUOTE INC More: the full row for EVERQUOTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 342,714 shares; 2025Q2: 342,714 shares; 2025Q3: 342,725 shares; 2025Q4: 245,546 shares; 2026Q1: 246,253 shares 246,253 $4.71M 0.13% +707 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 18,938 shares; 2025Q2: 19,020 shares; 2025Q3: 19,144 shares; 2025Q4: 93,381 shares; 2026Q1: 111,587 shares 111,587 $4.66M 0.13% +18,206 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 29,612 shares; 2025Q2: 23,213 shares; 2025Q3: 33,095 shares; 2025Q4: 21,009 shares; 2026Q1: 22,127 shares 22,127 $4.65M 0.13% +1,118 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 10,872 shares; 2025Q2: 10,737 shares; 2025Q3: 12,572 shares; 2025Q4: 12,912 shares; 2026Q1: 14,960 shares 14,960 $4.64M 0.13% +2,048 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 11,946 shares; 2025Q2: 12,544 shares; 2025Q3: 13,772 shares; 2025Q4: 8,313 shares; 2026Q1: 11,621 shares 11,621 $4.62M 0.13% +3,308 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 22,922 shares; 2025Q2: 22,626 shares; 2025Q3: 25,484 shares; 2025Q4: 11,395 shares; 2026Q1: 42,044 shares 42,044 $4.57M 0.13% +30,649 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 10,805 shares; 2025Q2: 15,374 shares; 2025Q3: 16,281 shares; 2025Q4: 12,421 shares; 2026Q1: 14,920 shares 14,920 $4.44M 0.12% +2,499 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,289 shares; 2025Q4: 25,202 shares; 2026Q1: 21,196 shares 21,196 $4.41M 0.12% -4,006 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 3,855 shares; 2025Q3: 4,607 shares; 2025Q4: 17,556 shares; 2026Q1: 21,924 shares 21,924 $4.35M 0.12% +4,368 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 141,802 shares; 2025Q2: 175,631 shares; 2025Q3: 184,146 shares; 2025Q4: 125,241 shares; 2026Q1: 87,177 shares 87,177 $4.31M 0.12% -38,064 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 112,070 shares; 2026Q1: 82,570 shares 82,570 $4.2M 0.12% -29,500 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 61,121 shares; 2025Q2: 69,749 shares; 2025Q3: 101,820 shares; 2025Q4: 93,469 shares; 2026Q1: 82,868 shares 82,868 $4.19M 0.12% -10,601 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,372 shares; 2025Q2: 3,154 shares; 2025Q3: 3,811 shares; 2025Q4: 8,751 shares; 2026Q1: 12,426 shares 12,426 $4.18M 0.12% +3,675 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 354,770 shares; 2025Q2: 339,672 shares; 2025Q3: 344,481 shares; 2025Q4: 87,595 shares; 2026Q1: 83,762 shares 83,762 $4.17M 0.12% -3,833 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,150 shares; 2025Q4: 2,566 shares; 2026Q1: 43,567 shares 43,567 $4.11M 0.12% +41,001 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,404 shares 8,404 $4.11M 0.12% new Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,353 shares; 2025Q4: 303,458 shares; 2026Q1: 307,122 shares 307,122 $4.08M 0.11% +3,664 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 31,351 shares; 2025Q2: 31,819 shares; 2025Q3: 31,670 shares; 2025Q4: 24,619 shares; 2026Q1: 26,850 shares 26,850 $4.03M 0.11% +2,231 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,473 shares; 2026Q1: 30,973 shares 30,973 $4.01M 0.11% -3,500 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,380 shares; 2025Q2: 6,785 shares; 2025Q3: 4,799 shares; 2025Q4: 10,097 shares; 2026Q1: 21,712 shares 21,712 $4M 0.11% +11,615 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 128,049 shares; 2025Q2: 139,352 shares; 2025Q3: 162,141 shares; 2025Q4: 62,686 shares; 2026Q1: 86,654 shares 86,654 $3.99M 0.11% +23,968 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,720 shares 45,720 $3.98M 0.11% new Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,295 shares; 2026Q1: 80,613 shares 80,613 $3.91M 0.11% +40,318 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 210,753 shares 210,753 $3.91M 0.11% new Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,079 shares 29,079 $3.9M 0.11% new Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 78,562 shares; 2026Q1: 95,057 shares 95,057 $3.88M 0.11% +16,495 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,857 shares 24,857 $3.87M 0.11% new Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 43,331 shares; 2025Q2: 46,058 shares; 2025Q3: 48,896 shares; 2025Q4: 53,182 shares; 2026Q1: 85,399 shares 85,399 $3.85M 0.11% +32,217 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,149 shares; 2026Q1: 78,097 shares 78,097 $3.82M 0.11% +12,948 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 8,722 shares; 2025Q2: 8,481 shares; 2025Q3: 9,016 shares; 2025Q4: 13,026 shares; 2026Q1: 12,884 shares 12,884 $3.79M 0.11% -142 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75,873 shares 75,873 $3.78M 0.11% new Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 33,490 shares; 2025Q2: 40,489 shares; 2025Q3: 51,414 shares; 2025Q4: 26,345 shares; 2026Q1: 22,694 shares 22,694 $3.78M 0.11% -3,651 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 24,642 shares; 2025Q2: 24,912 shares; 2025Q3: 27,779 shares; 2025Q4: 28,949 shares; 2026Q1: 17,352 shares 17,352 $3.74M 0.1% -11,597 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 108,199 shares 108,199 $3.73M 0.1% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 10,727 shares; 2025Q2: 28,706 shares; 2025Q3: 36,280 shares; 2025Q4: 41,007 shares; 2026Q1: 47,430 shares 47,430 $3.73M 0.1% +6,423 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75,223 shares; 2025Q4: 72,034 shares; 2026Q1: 70,888 shares 70,888 $3.71M 0.1% -1,146 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 16,495 shares; 2025Q2: 2,153 shares; 2025Q3: 15,725 shares; 2025Q4: 14,729 shares; 2026Q1: 15,608 shares 15,608 $3.7M 0.1% +879 Timeline QMFE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 146,950 shares; 2026Q1: 151,588 shares 151,588 $3.64M 0.1% +4,638 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 43,104 shares; 2025Q2: 42,150 shares; 2025Q3: 41,432 shares; 2025Q4: 32,472 shares; 2026Q1: 38,489 shares 38,489 $3.64M 0.1% +6,017 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,979 shares; 2025Q2: 2,017 shares; 2025Q3: 5,312 shares; 2025Q4: 5,959 shares; 2026Q1: 6,952 shares 6,952 $3.62M 0.1% +993 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 66,575 shares 66,575 $3.62M 0.1% 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,623 shares; 2025Q2: 6,425 shares; 2025Q3: 11,833 shares; 2025Q4: 11,682 shares; 2026Q1: 28,146 shares 28,146 $3.6M 0.1% +16,464 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 35,949 shares; 2025Q2: 35,401 shares; 2025Q3: 34,674 shares; 2025Q4: 34,407 shares; 2026Q1: 31,297 shares 31,297 $3.59M 0.1% -3,110 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 8,729 shares; 2025Q2: 12,101 shares; 2025Q3: 15,177 shares; 2025Q4: 25,376 shares; 2026Q1: 33,470 shares 33,470 $3.57M 0.1% +8,094 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,389 shares 8,389 $3.53M 0.1% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,765 shares; 2025Q4: 11,483 shares; 2026Q1: 29,445 shares 29,445 $3.52M 0.1% +17,962 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 11,222 shares; 2025Q2: 7,871 shares; 2025Q3: 7,632 shares; 2025Q4: not reported; 2026Q1: 15,211 shares 15,211 $3.52M 0.1% new Timeline FEMS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 42,641 shares; 2025Q2: 42,191 shares; 2025Q3: 43,510 shares; 2025Q4: 71,601 shares; 2026Q1: 73,182 shares 73,182 $3.5M 0.1% +1,581 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 20,417 shares; 2025Q2: 36,115 shares; 2025Q3: 39,205 shares; 2025Q4: 22,938 shares; 2026Q1: 31,104 shares 31,104 $3.5M 0.1% +8,166 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 8,355 shares; 2025Q2: 8,201 shares; 2025Q3: 7,354 shares; 2025Q4: 15,739 shares; 2026Q1: 23,941 shares 23,941 $3.49M 0.1% +8,202 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67,976 shares; 2026Q1: 113,342 shares 113,342 $3.47M 0.1% +45,366 Timeline IEZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 110,062 shares 110,062 $3.46M 0.1% new Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,629 shares 56,629 $3.46M 0.1% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 8,286 shares; 2025Q2: 8,318 shares; 2025Q3: 8,707 shares; 2025Q4: 9,551 shares; 2026Q1: 9,371 shares 9,371 $3.45M 0.1% -180 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,025 shares; 2025Q2: 3,878 shares; 2025Q3: 4,555 shares; 2025Q4: 4,550 shares; 2026Q1: 11,628 shares 11,628 $3.43M 0.1% +7,078 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 39,923 shares; 2025Q2: 14,812 shares; 2025Q3: 14,920 shares; 2025Q4: 16,765 shares; 2026Q1: 25,713 shares 25,713 $3.43M 0.1% +8,948 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 54,072 shares; 2025Q2: 49,884 shares; 2025Q3: 50,977 shares; 2025Q4: 121,908 shares; 2026Q1: 72,077 shares 72,077 $3.36M 0.09% -49,831 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 10,361 shares; 2025Q2: 10,705 shares; 2025Q3: 10,737 shares; 2025Q4: 3,950 shares; 2026Q1: 10,942 shares 10,942 $3.32M 0.09% +6,992 Timeline IDGT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,719 shares 27,719 $3.31M 0.09% new Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 42,408 shares; 2025Q2: 42,408 shares; 2025Q3: 42,408 shares; 2025Q4: 12,980 shares; 2026Q1: 96,886 shares 96,886 $3.3M 0.09% +83,906 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 9,804 shares; 2025Q2: 11,683 shares; 2025Q3: 12,613 shares; 2025Q4: 29,839 shares; 2026Q1: 40,140 shares 40,140 $3.3M 0.09% +10,301 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,308 shares 18,308 $3.27M 0.09% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,991 shares; 2025Q4: 1,727 shares; 2026Q1: 4,023 shares 4,023 $3.25M 0.09% +2,296 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 16,093 shares; 2025Q2: 16,210 shares; 2025Q3: 24,884 shares; 2025Q4: 22,742 shares; 2026Q1: 31,542 shares 31,542 $3.25M 0.09% +8,800 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,609 shares 34,609 $3.25M 0.09% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 12,044 shares; 2025Q2: 12,300 shares; 2025Q3: 14,964 shares; 2025Q4: 10,480 shares; 2026Q1: 21,235 shares 21,235 $3.22M 0.09% +10,755 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 15,671 shares; 2025Q2: 18,076 shares; 2025Q3: 20,079 shares; 2025Q4: 12,404 shares; 2026Q1: 14,700 shares 14,700 $3.22M 0.09% +2,296 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 54,496 shares; 2025Q2: 61,107 shares; 2025Q3: 88,358 shares; 2025Q4: 91,717 shares; 2026Q1: 127,646 shares 127,646 $3.22M 0.09% +35,929 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,256 shares; 2026Q1: 42,973 shares 42,973 $3.22M 0.09% +6,717 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 15,003 shares; 2025Q2: 15,354 shares; 2025Q3: 15,566 shares; 2025Q4: 8,820 shares; 2026Q1: 41,581 shares 41,581 $3.21M 0.09% +32,761 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 17,557 shares; 2025Q2: 17,085 shares; 2025Q3: 41,879 shares; 2025Q4: 40,773 shares; 2026Q1: 43,430 shares 43,430 $3.19M 0.09% +2,657 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 19,752 shares; 2025Q2: 19,752 shares; 2025Q3: 19,917 shares; 2025Q4: 19,911 shares; 2026Q1: 20,602 shares 20,602 $3.18M 0.09% +691 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,739 shares; 2025Q2: 7,627 shares; 2025Q3: 8,982 shares; 2025Q4: 8,628 shares; 2026Q1: 14,471 shares 14,471 $3.16M 0.09% +5,843 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 42,815 shares; 2025Q2: 42,923 shares; 2025Q3: 43,898 shares; 2025Q4: 44,803 shares; 2026Q1: 45,418 shares 45,418 $3.16M 0.09% +615 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 12,020 shares; 2025Q2: 13,121 shares; 2025Q3: 13,121 shares; 2025Q4: 9,449 shares; 2026Q1: 16,828 shares 16,828 $3.15M 0.09% +7,379 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 137,603 shares; 2025Q4: 139,887 shares; 2026Q1: 144,147 shares 144,147 $3.14M 0.09% +4,260 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,134 shares; 2025Q2: 2,656 shares; 2025Q3: 2,682 shares; 2025Q4: 2,883 shares; 2026Q1: 5,623 shares 5,623 $3.14M 0.09% +2,740 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 95,180 shares 95,180 $3.14M 0.09% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 8,899 shares; 2025Q2: 8,899 shares; 2025Q3: 12,370 shares; 2025Q4: 3,502 shares; 2026Q1: 21,005 shares 21,005 $3.11M 0.09% +17,503 Timeline MXL MAXLINEAR INC More: the full row for MAXLINEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,746 shares 33,746 $3.1M 0.09% new Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,528 shares 45,528 $3.07M 0.09% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 296 shares; 2025Q3: 622 shares; 2025Q4: 2,636 shares; 2026Q1: 2,003 shares 2,003 $3.05M 0.09% -633 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,408 shares; 2025Q4: 41,928 shares; 2026Q1: 43,760 shares 43,760 $3.02M 0.08% +1,832 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 233,058 shares; 2025Q2: 264,053 shares; 2025Q3: 273,047 shares; 2025Q4: 117,710 shares; 2026Q1: 145,282 shares 145,282 $2.97M 0.08% +27,572 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 13,579 shares; 2025Q2: 10,327 shares; 2025Q3: 13,316 shares; 2025Q4: 13,051 shares; 2026Q1: 8,251 shares 8,251 $2.95M 0.08% -4,800 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 2,458 shares; 2025Q3: not reported; 2025Q4: 5,859 shares; 2026Q1: 7,861 shares 7,861 $2.89M 0.08% +2,002 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 21,583 shares; 2025Q2: 24,707 shares; 2025Q3: 26,715 shares; 2025Q4: 30,281 shares; 2026Q1: 29,692 shares 29,692 $2.88M 0.08% -589 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 854 shares; 2025Q2: 966 shares; 2025Q3: 1,003 shares; 2025Q4: 856 shares; 2026Q1: 3,114 shares 3,114 $2.88M 0.08% +2,258 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 342,401 shares; 2025Q2: 362,645 shares; 2025Q3: 381,519 shares; 2025Q4: 133,928 shares; 2026Q1: 146,333 shares 146,333 $2.88M 0.08% +12,405 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 250,018 shares; 2025Q3: 212,197 shares; 2025Q4: 152,009 shares; 2026Q1: 117,901 shares 117,901 $2.85M 0.08% -34,108 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,238 shares; 2025Q4: 17,916 shares; 2026Q1: 42,467 shares 42,467 $2.8M 0.08% +24,551 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,668 shares; 2025Q2: 2,658 shares; 2025Q3: 2,993 shares; 2025Q4: 2,845 shares; 2026Q1: 6,617 shares 6,617 $2.78M 0.08% +3,772 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,341 shares; 2025Q2: 12,931 shares; 2025Q3: 15,222 shares; 2025Q4: 11,212 shares; 2026Q1: 15,014 shares 15,014 $2.76M 0.08% +3,802 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,907 shares; 2025Q2: not reported; 2025Q3: 15,600 shares; 2025Q4: 16,837 shares; 2026Q1: 32,347 shares 32,347 $2.75M 0.08% +15,510 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 46,226 shares; 2025Q2: 45,396 shares; 2025Q3: 45,994 shares; 2025Q4: 54,533 shares; 2026Q1: 54,127 shares 54,127 $2.71M 0.08% -406 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,722 shares; 2025Q2: 4,547 shares; 2025Q3: 5,678 shares; 2025Q4: 5,363 shares; 2026Q1: 5,865 shares 5,865 $2.69M 0.08% +502 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 9,384 shares; 2025Q2: 12,708 shares; 2025Q3: 8,958 shares; 2025Q4: 7,020 shares; 2026Q1: 9,162 shares 9,162 $2.69M 0.08% +2,142 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 21,269 shares; 2025Q2: 9,859 shares; 2025Q3: 10,879 shares; 2025Q4: 15,519 shares; 2026Q1: 12,203 shares 12,203 $2.66M 0.07% -3,316 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,571 shares; 2025Q2: 4,440 shares; 2025Q3: not reported; 2025Q4: 8,801 shares; 2026Q1: 53,229 shares 53,229 $2.66M 0.07% +44,428 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,615 shares; 2025Q2: 6,498 shares; 2025Q3: 7,353 shares; 2025Q4: 7,682 shares; 2026Q1: 8,403 shares 8,403 $2.64M 0.07% +721 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,611 shares; 2025Q2: 4,772 shares; 2025Q3: 8,040 shares; 2025Q4: 7,522 shares; 2026Q1: 8,185 shares 8,185 $2.64M 0.07% +663 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,062 shares 16,062 $2.62M 0.07% new Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 68,819 shares; 2025Q2: 47,803 shares; 2025Q3: 42,319 shares; 2025Q4: 19,367 shares; 2026Q1: 18,763 shares 18,763 $2.62M 0.07% -604 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,650 shares; 2025Q4: 5,345 shares; 2026Q1: 7,458 shares 7,458 $2.62M 0.07% +2,113 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 23,487 shares; 2025Q2: 21,184 shares; 2025Q3: 21,807 shares; 2025Q4: 61,604 shares; 2026Q1: 33,875 shares 33,875 $2.59M 0.07% -27,729 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,357 shares; 2025Q2: 5,361 shares; 2025Q3: 5,943 shares; 2025Q4: 8,789 shares; 2026Q1: 10,276 shares 10,276 $2.59M 0.07% +1,487 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,500 shares; 2025Q4: 48,987 shares; 2026Q1: 67,777 shares 67,777 $2.59M 0.07% +18,790 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,396 shares; 2026Q1: 13,251 shares 13,251 $2.59M 0.07% -1,145 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,038 shares 6,038 $2.56M 0.07% new Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,783 shares; 2025Q2: 7,752 shares; 2025Q3: 8,956 shares; 2025Q4: 7,014 shares; 2026Q1: 8,105 shares 8,105 $2.56M 0.07% +1,091 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 502 shares; 2025Q4: 2,458 shares; 2026Q1: 2,667 shares 2,667 $2.55M 0.07% +209 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 43,673 shares; 2025Q2: 39,835 shares; 2025Q3: 27,072 shares; 2025Q4: 5,556 shares; 2026Q1: 18,727 shares 18,727 $2.54M 0.07% +13,171 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 17,256 shares; 2025Q2: 11,975 shares; 2025Q3: 18,227 shares; 2025Q4: 18,927 shares; 2026Q1: 38,911 shares 38,911 $2.54M 0.07% +19,984 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,807 shares; 2026Q1: 57,842 shares 57,842 $2.53M 0.07% +2,035 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 23,812 shares; 2025Q2: 21,596 shares; 2025Q3: 22,604 shares; 2025Q4: 67,615 shares; 2026Q1: 37,082 shares 37,082 $2.52M 0.07% -30,533 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 27,575 shares; 2025Q2: 1,866 shares; 2025Q3: 16,750 shares; 2025Q4: 25,707 shares; 2026Q1: 18,666 shares 18,666 $2.52M 0.07% -7,041 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,952 shares; 2025Q2: 6,163 shares; 2025Q3: 11,603 shares; 2025Q4: 8,001 shares; 2026Q1: 10,600 shares 10,600 $2.51M 0.07% +2,599 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,624 shares; 2025Q4: 29,409 shares; 2026Q1: 29,712 shares 29,712 $2.5M 0.07% +303 Timeline AVNS AVANOS MED INC More: the full row for AVANOS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 101,063 shares 101,063 $2.5M 0.07% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 16,323 shares; 2025Q2: 17,763 shares; 2025Q3: 17,079 shares; 2025Q4: 19,781 shares; 2026Q1: 30,832 shares 30,832 $2.47M 0.07% +11,051 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 13,893 shares; 2025Q2: 14,081 shares; 2025Q3: 13,926 shares; 2025Q4: not reported; 2026Q1: 47,119 shares 47,119 $2.44M 0.07% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,000 shares; 2025Q2: 21,974 shares; 2025Q3: 25,252 shares; 2025Q4: 38,069 shares; 2026Q1: 28,406 shares 28,406 $2.44M 0.07% -9,663 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 71,955 shares; 2025Q2: 39,179 shares; 2025Q3: 44,963 shares; 2025Q4: 49,508 shares; 2026Q1: 50,755 shares 50,755 $2.43M 0.07% +1,247 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,961 shares; 2025Q2: 3,040 shares; 2025Q3: 3,076 shares; 2025Q4: 5,482 shares; 2026Q1: 6,111 shares 6,111 $2.39M 0.07% +629 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,045 shares; 2026Q1: 11,106 shares 11,106 $2.39M 0.07% +61 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 210,613 shares; 2025Q2: 222,791 shares; 2025Q3: 232,099 shares; 2025Q4: 80,903 shares; 2026Q1: 60,930 shares 60,930 $2.39M 0.07% -19,973 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 21,983 shares; 2025Q2: 41,528 shares; 2025Q3: 41,864 shares; 2025Q4: 14,515 shares; 2026Q1: 17,894 shares 17,894 $2.38M 0.07% +3,379 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 224,304 shares; 2025Q2: 261,888 shares; 2025Q3: 273,225 shares; 2025Q4: 100,904 shares; 2026Q1: 125,779 shares 125,779 $2.34M 0.07% +24,875 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,428 shares; 2025Q2: 4,428 shares; 2025Q3: 4,428 shares; 2025Q4: not reported; 2026Q1: 20,556 shares 20,556 $2.32M 0.07% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 12,277 shares; 2025Q2: 11,868 shares; 2025Q3: 11,190 shares; 2025Q4: 9,526 shares; 2026Q1: 12,083 shares 12,083 $2.32M 0.06% +2,557 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 39,213 shares; 2025Q2: 13,715 shares; 2025Q3: 16,126 shares; 2025Q4: 17,320 shares; 2026Q1: 28,784 shares 28,784 $2.32M 0.06% +11,464 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 49,985 shares; 2025Q2: 52,663 shares; 2025Q3: 64,025 shares; 2025Q4: 39,887 shares; 2026Q1: 45,228 shares 45,228 $2.3M 0.06% +5,341 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 60,694 shares; 2025Q2: 60,981 shares; 2025Q3: 55,289 shares; 2025Q4: 48,791 shares; 2026Q1: 45,632 shares 45,632 $2.28M 0.06% -3,159 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 170,619 shares 170,619 $2.27M 0.06% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,726 shares; 2025Q2: 2,496 shares; 2025Q3: 9,428 shares; 2025Q4: 14,686 shares; 2026Q1: 15,140 shares 15,140 $2.22M 0.06% +454 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 58,441 shares; 2025Q2: 44,633 shares; 2025Q3: 60,337 shares; 2025Q4: 62,475 shares; 2026Q1: 59,394 shares 59,394 $2.22M 0.06% -3,081 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 12,714 shares; 2025Q2: 12,016 shares; 2025Q3: 14,453 shares; 2025Q4: 7,210 shares; 2026Q1: 12,653 shares 12,653 $2.21M 0.06% +5,443 Timeline GOVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 392,089 shares; 2025Q2: 406,570 shares; 2025Q3: 413,549 shares; 2025Q4: 91,653 shares; 2026Q1: 81,772 shares 81,772 $2.21M 0.06% -9,881 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,753 shares; 2026Q1: 11,068 shares 11,068 $2.19M 0.06% +6,315 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 196,315 shares; 2025Q2: 201,020 shares; 2025Q3: 202,068 shares; 2025Q4: 96,557 shares; 2026Q1: 92,597 shares 92,597 $2.19M 0.06% -3,960 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 18,061 shares; 2025Q2: 35,699 shares; 2025Q3: 43,446 shares; 2025Q4: 25,870 shares; 2026Q1: 33,124 shares 33,124 $2.19M 0.06% +7,254 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 9,689 shares; 2025Q2: 5,612 shares; 2025Q3: 4,787 shares; 2025Q4: 5,458 shares; 2026Q1: 7,430 shares 7,430 $2.19M 0.06% +1,972 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,872 shares 53,872 $2.16M 0.06% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,102 shares; 2025Q2: 3,091 shares; 2025Q3: 8,238 shares; 2025Q4: 8,806 shares; 2026Q1: 10,031 shares 10,031 $2.16M 0.06% +1,225 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 8,198 shares; 2025Q2: 9,090 shares; 2025Q3: 9,050 shares; 2025Q4: 11,039 shares; 2026Q1: 21,873 shares 21,873 $2.16M 0.06% +10,834 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,547 shares; 2025Q2: 6,931 shares; 2025Q3: 7,890 shares; 2025Q4: 8,675 shares; 2026Q1: 9,459 shares 9,459 $2.12M 0.06% +784 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,674 shares; 2025Q2: 2,059 shares; 2025Q3: 1,789 shares; 2025Q4: 883 shares; 2026Q1: 1,318 shares 1,318 $2.11M 0.06% +435 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 181,690 shares; 2025Q2: 177,542 shares; 2025Q3: 178,988 shares; 2025Q4: 56,558 shares; 2026Q1: 64,914 shares 64,914 $2.11M 0.06% +8,356 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 76,632 shares; 2025Q2: 73,163 shares; 2025Q3: 47,892 shares; 2025Q4: 12,239 shares; 2026Q1: 39,779 shares 39,779 $2.1M 0.06% +27,540 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 206,021 shares; 2025Q2: 209,747 shares; 2025Q3: 213,046 shares; 2025Q4: 44,576 shares; 2026Q1: 44,553 shares 44,553 $2.09M 0.06% -23 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 8,072 shares; 2025Q2: 5,667 shares; 2025Q3: 3,571 shares; 2025Q4: 4,308 shares; 2026Q1: 4,832 shares 4,832 $2.09M 0.06% +524 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 21,299 shares; 2025Q2: 21,265 shares; 2025Q3: 17,251 shares; 2025Q4: 17,807 shares; 2026Q1: 12,165 shares 12,165 $2.08M 0.06% -5,642 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 77,678 shares 77,678 $2.08M 0.06% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,190 shares; 2025Q2: 4,900 shares; 2025Q3: 4,996 shares; 2025Q4: 4,761 shares; 2026Q1: 5,154 shares 5,154 $2.07M 0.06% +393 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 37,277 shares; 2025Q2: 38,400 shares; 2025Q3: 64,833 shares; 2025Q4: 66,963 shares; 2026Q1: 79,451 shares 79,451 $2.06M 0.06% +12,488 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,768 shares; 2025Q2: 4,474 shares; 2025Q3: 21,035 shares; 2025Q4: 21,957 shares; 2026Q1: 36,331 shares 36,331 $2.05M 0.06% +14,374 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 137,512 shares; 2025Q2: 141,405 shares; 2025Q3: 139,507 shares; 2025Q4: 86,263 shares; 2026Q1: 85,744 shares 85,744 $2.01M 0.06% -519 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 47,648 shares; 2025Q2: 36,818 shares; 2025Q3: 39,701 shares; 2025Q4: 15,952 shares; 2026Q1: 18,808 shares 18,808 $2M 0.06% +2,856 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,078 shares; 2025Q2: not reported; 2025Q3: 3,230 shares; 2025Q4: not reported; 2026Q1: 22,548 shares 22,548 $1.99M 0.06% new Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,716 shares 51,716 $1.98M 0.06% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 258,161 shares; 2025Q2: 234,862 shares; 2025Q3: 225,985 shares; 2025Q4: 34,435 shares; 2026Q1: 16,791 shares 16,791 $1.97M 0.06% -17,644 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,352 shares; 2025Q2: 6,144 shares; 2025Q3: 14,683 shares; 2025Q4: 14,099 shares; 2026Q1: 18,571 shares 18,571 $1.97M 0.06% +4,472 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,892 shares; 2025Q2: 3,906 shares; 2025Q3: 4,241 shares; 2025Q4: 3,235 shares; 2026Q1: 3,909 shares 3,909 $1.97M 0.06% +674 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 43,987 shares; 2025Q2: 65,154 shares; 2025Q3: 73,214 shares; 2025Q4: 91,368 shares; 2026Q1: 116,311 shares 116,311 $1.94M 0.05% +24,943 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 89,245 shares 89,245 $1.93M 0.05% new Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,860 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,741 shares; 2026Q1: 41,697 shares 41,697 $1.92M 0.05% +36,956 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,533 shares; 2025Q2: 3,229 shares; 2025Q3: 10,354 shares; 2025Q4: 12,705 shares; 2026Q1: 15,290 shares 15,290 $1.91M 0.05% +2,585 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 17,880 shares; 2025Q2: 19,617 shares; 2025Q3: 19,108 shares; 2025Q4: 18,090 shares; 2026Q1: 25,268 shares 25,268 $1.9M 0.05% +7,178 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 29,054 shares; 2025Q2: 27,730 shares; 2025Q3: 30,602 shares; 2025Q4: 44,318 shares; 2026Q1: 41,189 shares 41,189 $1.88M 0.05% -3,129 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 24,879 shares; 2025Q2: 24,154 shares; 2025Q3: 18,928 shares; 2025Q4: 20,321 shares; 2026Q1: 22,245 shares 22,245 $1.88M 0.05% +1,924 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 41,639 shares; 2025Q2: 38,395 shares; 2025Q3: 36,788 shares; 2025Q4: 33,387 shares; 2026Q1: 31,328 shares 31,328 $1.87M 0.05% -2,059 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,538 shares; 2025Q4: 1,370 shares; 2026Q1: 10,203 shares 10,203 $1.86M 0.05% +8,833 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,346 shares 25,346 $1.86M 0.05% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,778 shares; 2025Q2: 10,342 shares; 2025Q3: 20,508 shares; 2025Q4: 20,563 shares; 2026Q1: 26,499 shares 26,499 $1.85M 0.05% +5,936 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 19,251 shares; 2025Q2: 65,816 shares; 2025Q3: 62,406 shares; 2025Q4: 54,627 shares; 2026Q1: 62,484 shares 62,484 $1.82M 0.05% +7,857 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 17,148 shares; 2025Q3: 11,325 shares; 2025Q4: 14,404 shares; 2026Q1: 22,985 shares 22,985 $1.8M 0.05% +8,581 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 304,374 shares; 2025Q4: 300,438 shares; 2026Q1: 327,797 shares 327,797 $1.78M 0.05% +27,359 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 5,625 shares; 2026Q1: 4,722 shares 4,722 $1.77M 0.05% -903 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 747 shares; 2025Q2: 1,464 shares; 2025Q3: 1,538 shares; 2025Q4: 1,531 shares; 2026Q1: 2,003 shares 2,003 $1.77M 0.05% +472 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 23,018 shares; 2025Q2: 20,780 shares; 2025Q3: 22,997 shares; 2025Q4: 28,583 shares; 2026Q1: 12,823 shares 12,823 $1.76M 0.05% -15,760 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 428 shares; 2025Q4: 424 shares; 2026Q1: 2,393 shares 2,393 $1.76M 0.05% +1,969 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,597 shares; 2025Q2: 1,579 shares; 2025Q3: 1,639 shares; 2025Q4: 1,526 shares; 2026Q1: 1,420 shares 1,420 $1.76M 0.05% -106 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,473 shares; 2025Q2: 4,471 shares; 2025Q3: 4,829 shares; 2025Q4: 6,370 shares; 2026Q1: 7,344 shares 7,344 $1.75M 0.05% +974 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,667 shares; 2025Q2: 1,558 shares; 2025Q3: 2,275 shares; 2025Q4: 1,732 shares; 2026Q1: 7,996 shares 7,996 $1.74M 0.05% +6,264 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,049 shares 21,049 $1.74M 0.05% new Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 132,258 shares; 2025Q2: 139,894 shares; 2025Q3: 135,610 shares; 2025Q4: 76,485 shares; 2026Q1: 74,934 shares 74,934 $1.73M 0.05% -1,551 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,298 shares; 2025Q2: 2,141 shares; 2025Q3: 2,849 shares; 2025Q4: 5,835 shares; 2026Q1: 9,827 shares 9,827 $1.72M 0.05% +3,992 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 15,339 shares; 2025Q2: 13,575 shares; 2025Q3: 17,764 shares; 2025Q4: 15,921 shares; 2026Q1: 11,032 shares 11,032 $1.72M 0.05% -4,889 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,481 shares; 2025Q2: not reported; 2025Q3: 2,678 shares; 2025Q4: 5,720 shares; 2026Q1: 15,448 shares 15,448 $1.72M 0.05% +9,728 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70,048 shares 70,048 $1.7M 0.05% new 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,737 shares 7,737 $1.7M 0.05% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,878 shares; 2025Q2: 5,557 shares; 2025Q3: 9,355 shares; 2025Q4: 7,255 shares; 2026Q1: 6,717 shares 6,717 $1.69M 0.05% -538 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 38,609 shares; 2025Q2: 42,585 shares; 2025Q3: 39,376 shares; 2025Q4: 11,260 shares; 2026Q1: 53,123 shares 53,123 $1.69M 0.05% +41,863 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 8,378 shares; 2025Q3: 3,930 shares; 2025Q4: 3,035 shares; 2026Q1: 3,423 shares 3,423 $1.68M 0.05% +388 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 21,650 shares; 2025Q3: 20,376 shares; 2025Q4: not reported; 2026Q1: 17,005 shares 17,005 $1.66M 0.05% new Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,100 shares; 2025Q4: 4,004 shares; 2026Q1: 3,360 shares 3,360 $1.66M 0.05% -644 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,027 shares; 2025Q2: 5,857 shares; 2025Q3: 8,871 shares; 2025Q4: 8,156 shares; 2026Q1: 13,094 shares 13,094 $1.66M 0.05% +4,938 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 94,514 shares; 2025Q2: 113,586 shares; 2025Q3: 119,392 shares; 2025Q4: 50,879 shares; 2026Q1: 67,918 shares 67,918 $1.65M 0.05% +17,039 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 189,970 shares; 2025Q2: 170,691 shares; 2025Q3: 101,571 shares; 2025Q4: 26,988 shares; 2026Q1: 27,347 shares 27,347 $1.65M 0.05% +359 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,917 shares 33,917 $1.64M 0.05% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: not reported; 2026Q1: 7,512 shares 7,512 $1.64M 0.05% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 907 shares; 2025Q2: 1,216 shares; 2025Q3: 2,653 shares; 2025Q4: 1,781 shares; 2026Q1: 2,225 shares 2,225 $1.63M 0.05% +444 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,580 shares; 2025Q2: 4,549 shares; 2025Q3: 6,722 shares; 2025Q4: 9,387 shares; 2026Q1: 13,832 shares 13,832 $1.63M 0.05% +4,445 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,664 shares; 2026Q1: 25,477 shares 25,477 $1.62M 0.05% -10,187 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 76,917 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,272 shares 56,272 $1.61M 0.05% new Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,611 shares; 2025Q2: 5,961 shares; 2025Q3: 6,553 shares; 2025Q4: 10,328 shares; 2026Q1: 15,115 shares 15,115 $1.61M 0.05% +4,787 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 9,412 shares; 2025Q2: 6,086 shares; 2025Q3: not reported; 2025Q4: 5,820 shares; 2026Q1: 18,931 shares 18,931 $1.59M 0.04% +13,111 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,147 shares 27,147 $1.58M 0.04% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 829 shares; 2025Q2: 1,027 shares; 2025Q3: 1,167 shares; 2025Q4: 1,132 shares; 2026Q1: 1,447 shares 1,447 $1.58M 0.04% +315 Timeline NML NEUBERGER ENGY INFRSTR & INC More: the full row for NEUBERGER ENGY INFRSTR & INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 143,910 shares; 2025Q4: 144,296 shares; 2026Q1: 154,235 shares 154,235 $1.58M 0.04% +9,939 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 13,078 shares; 2025Q2: 21,865 shares; 2025Q3: 42,048 shares; 2025Q4: 23,652 shares; 2026Q1: 4,282 shares 4,282 $1.57M 0.04% -19,370 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 263,673 shares; 2025Q2: 277,245 shares; 2025Q3: 286,450 shares; 2025Q4: 92,616 shares; 2026Q1: 42,214 shares 42,214 $1.57M 0.04% -50,402 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,275 shares; 2025Q4: 21,163 shares; 2026Q1: 24,893 shares 24,893 $1.57M 0.04% +3,730 Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 97,182 shares; 2025Q2: 97,182 shares; 2025Q3: 97,288 shares; 2025Q4: 97,237 shares; 2026Q1: 99,287 shares 99,287 $1.56M 0.04% +2,050 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,332 shares; 2026Q1: 1,565 shares 1,565 $1.55M 0.04% -767 Timeline FCTE ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 101,748 shares; 2025Q2: 104,346 shares; 2025Q3: 104,065 shares; 2025Q4: 59,609 shares; 2026Q1: 58,461 shares 58,461 $1.55M 0.04% -1,148 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 8,203 shares; 2025Q2: 6,774 shares; 2025Q3: 5,713 shares; 2025Q4: 4,946 shares; 2026Q1: 3,406 shares 3,406 $1.55M 0.04% -1,540 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,033 shares; 2026Q1: 10,540 shares 10,540 $1.54M 0.04% +507 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,865 shares; 2025Q4: 72,422 shares; 2026Q1: 50,065 shares 50,065 $1.53M 0.04% -22,357 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,885 shares; 2025Q2: 4,472 shares; 2025Q3: 12,326 shares; 2025Q4: 11,038 shares; 2026Q1: 16,235 shares 16,235 $1.52M 0.04% +5,197 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 252,611 shares; 2025Q2: 264,597 shares; 2025Q3: 282,382 shares; 2025Q4: 68,334 shares; 2026Q1: 34,747 shares 34,747 $1.5M 0.04% -33,587 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 90,110 shares; 2025Q2: 92,538 shares; 2025Q3: 89,391 shares; 2025Q4: 39,707 shares; 2026Q1: 59,689 shares 59,689 $1.49M 0.04% +19,982 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,087 shares; 2026Q1: 10,318 shares 10,318 $1.49M 0.04% +231 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,765 shares 20,765 $1.48M 0.04% new 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,874 shares 13,874 $1.48M 0.04% new Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48,073 shares 48,073 $1.46M 0.04% new Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,550 shares; 2025Q4: not reported; 2026Q1: 14,619 shares 14,619 $1.45M 0.04% new Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,934 shares; 2025Q4: 2,520 shares; 2026Q1: 8,074 shares 8,074 $1.45M 0.04% +5,554 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 20,563 shares; 2025Q2: 20,729 shares; 2025Q3: 21,520 shares; 2025Q4: 7,156 shares; 2026Q1: 7,399 shares 7,399 $1.44M 0.04% +243 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,325 shares; 2025Q4: 3,483 shares; 2026Q1: 5,818 shares 5,818 $1.44M 0.04% +2,335 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,738 shares; 2026Q1: 43,209 shares 43,209 $1.43M 0.04% -529 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,619 shares; 2025Q2: 4,256 shares; 2025Q3: 6,093 shares; 2025Q4: 37,878 shares; 2026Q1: 16,062 shares 16,062 $1.43M 0.04% -21,816 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,700 shares; 2025Q4: 39,353 shares; 2026Q1: 39,976 shares 39,976 $1.43M 0.04% +623 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,845 shares; 2025Q2: not reported; 2025Q3: 3,605 shares; 2025Q4: 6,842 shares; 2026Q1: 13,118 shares 13,118 $1.42M 0.04% +6,276 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,277 shares 5,277 $1.42M 0.04% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,330 shares; 2025Q4: 8,921 shares; 2026Q1: 9,903 shares 9,903 $1.42M 0.04% +982 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,277 shares; 2026Q1: 13,482 shares 13,482 $1.41M 0.04% +11,205 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 70,898 shares; 2025Q2: 77,698 shares; 2025Q3: 74,008 shares; 2025Q4: 66,436 shares; 2026Q1: 64,286 shares 64,286 $1.41M 0.04% -2,150 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 24,620 shares; 2025Q2: 25,615 shares; 2025Q3: 25,581 shares; 2025Q4: 16,924 shares; 2026Q1: 31,026 shares 31,026 $1.4M 0.04% +14,102 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,152 shares; 2025Q2: 1,100 shares; 2025Q3: 1,386 shares; 2025Q4: 1,184 shares; 2026Q1: 1,166 shares 1,166 $1.39M 0.04% -18 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,450 shares 3,450 $1.38M 0.04% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 88,845 shares; 2025Q2: 84,675 shares; 2025Q3: 87,230 shares; 2025Q4: 25,279 shares; 2026Q1: 26,565 shares 26,565 $1.35M 0.04% +1,286 Timeline GNT GAMCO NAT RES GOLD & INCOME More: the full row for GAMCO NAT RES GOLD & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 138,100 shares; 2026Q1: 159,600 shares 159,600 $1.35M 0.04% +21,500 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,227 shares; 2025Q2: 2,001 shares; 2025Q3: 3,384 shares; 2025Q4: 787 shares; 2026Q1: 3,853 shares 3,853 $1.35M 0.04% +3,066 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,757 shares; 2025Q2: 5,757 shares; 2025Q3: 5,757 shares; 2025Q4: not reported; 2026Q1: 11,897 shares 11,897 $1.33M 0.04% new Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68,847 shares; 2025Q4: 15,767 shares; 2026Q1: 14,534 shares 14,534 $1.32M 0.04% -1,233 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,600 shares; 2025Q4: 7,758 shares; 2026Q1: 41,790 shares 41,790 $1.32M 0.04% +34,032 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,162 shares; 2025Q2: 5,162 shares; 2025Q3: 5,162 shares; 2025Q4: 5,162 shares; 2026Q1: 24,554 shares 24,554 $1.32M 0.04% +19,392 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 18,024 shares; 2025Q2: 11,755 shares; 2025Q3: 17,755 shares; 2025Q4: 17,755 shares; 2026Q1: 17,755 shares 17,755 $1.32M 0.04% 0 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,225 shares; 2026Q1: 25,441 shares 25,441 $1.31M 0.04% +19,216 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 9,987 shares; 2025Q2: 5,348 shares; 2025Q3: 5,444 shares; 2025Q4: 6,430 shares; 2026Q1: 6,150 shares 6,150 $1.29M 0.04% -280 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,869 shares 8,869 $1.29M 0.04% new Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,308 shares; 2026Q1: 5,351 shares 5,351 $1.27M 0.04% -1,957 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 248 shares; 2025Q2: 226 shares; 2025Q3: 308 shares; 2025Q4: 186 shares; 2026Q1: 7,893 shares 7,893 $1.27M 0.04% +7,707 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 76,377 shares; 2025Q3: 76,046 shares; 2025Q4: 23,541 shares; 2026Q1: 27,837 shares 27,837 $1.27M 0.04% +4,296 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,165 shares; 2025Q2: 2,141 shares; 2025Q3: 1,914 shares; 2025Q4: 2,521 shares; 2026Q1: 2,520 shares 2,520 $1.25M 0.04% -1 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,715 shares; 2025Q4: 1,796 shares; 2026Q1: 1,828 shares 1,828 $1.25M 0.04% +32 Timeline BNDC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,439 shares 56,439 $1.24M 0.03% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,155 shares; 2025Q4: 1,031 shares; 2026Q1: 1,858 shares 1,858 $1.24M 0.03% +827 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,083 shares; 2025Q2: 3,206 shares; 2025Q3: 3,063 shares; 2025Q4: 2,937 shares; 2026Q1: 7,279 shares 7,279 $1.24M 0.03% +4,342 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,127 shares; 2025Q4: 10,408 shares; 2026Q1: 3,296 shares 3,296 $1.23M 0.03% -7,112 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 362,093 shares; 2025Q2: 369,343 shares; 2025Q3: 390,878 shares; 2025Q4: 77,607 shares; 2026Q1: 62,624 shares 62,624 $1.22M 0.03% -14,983 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,234 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,952 shares 13,952 $1.22M 0.03% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,324 shares; 2025Q4: 1,128 shares; 2026Q1: 1,729 shares 1,729 $1.22M 0.03% +601 Timeline BKAG 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,813 shares 28,813 $1.21M 0.03% new Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 12,888 shares; 2025Q2: 11,516 shares; 2025Q3: 1,829 shares; 2025Q4: not reported; 2026Q1: 7,063 shares 7,063 $1.19M 0.03% new 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,306 shares; 2025Q2: 11,108 shares; 2025Q3: 14,150 shares; 2025Q4: 10,393 shares; 2026Q1: 22,664 shares 22,664 $1.19M 0.03% +12,271 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,095 shares; 2025Q2: 1,875 shares; 2025Q3: 1,901 shares; 2025Q4: 2,556 shares; 2026Q1: 2,529 shares 2,529 $1.18M 0.03% -27 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,082 shares; 2025Q4: 24,615 shares; 2026Q1: 26,598 shares 26,598 $1.18M 0.03% +1,983 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,594 shares; 2026Q1: 11,427 shares 11,427 $1.17M 0.03% +2,833 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,260 shares; 2026Q1: 23,273 shares 23,273 $1.17M 0.03% +13 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 8,034 shares; 2025Q2: 3,495 shares; 2025Q3: 4,029 shares; 2025Q4: 3,514 shares; 2026Q1: 6,046 shares 6,046 $1.17M 0.03% +2,532 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,967 shares; 2026Q1: 15,287 shares 15,287 $1.17M 0.03% +11,320 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 19,789 shares; 2025Q2: 37,589 shares; 2025Q3: 79,431 shares; 2025Q4: 14,813 shares; 2026Q1: 11,693 shares 11,693 $1.17M 0.03% -3,120 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 4,413 shares; 2025Q3: 3,695 shares; 2025Q4: 3,255 shares; 2026Q1: 13,773 shares 13,773 $1.17M 0.03% +10,518 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,158 shares; 2026Q1: 9,146 shares 9,146 $1.16M 0.03% +1,988 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,275 shares; 2025Q4: 4,419 shares; 2026Q1: 4,705 shares 4,705 $1.15M 0.03% +286 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 147,811 shares; 2025Q2: 149,868 shares; 2025Q3: 146,030 shares; 2025Q4: 60,835 shares; 2026Q1: 48,812 shares 48,812 $1.15M 0.03% -12,023 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,089 shares; 2025Q2: 1,481 shares; 2025Q3: 1,737 shares; 2025Q4: 2,580 shares; 2026Q1: 3,312 shares 3,312 $1.15M 0.03% +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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 302,665 shares; 2025Q2: 302,078 shares; 2025Q3: 294,999 shares; 2025Q4: 87,369 shares; 2026Q1: 41,582 shares 41,582 $1.14M 0.03% -45,787 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,521 shares; 2025Q2: 7,550 shares; 2025Q3: 7,311 shares; 2025Q4: 7,270 shares; 2026Q1: 7,003 shares 7,003 $1.13M 0.03% -267 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,514 shares 19,514 $1.12M 0.03% new 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,005 shares 4,005 $1.12M 0.03% new Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 33,055 shares; 2025Q2: 21,176 shares; 2025Q3: 19,093 shares; 2025Q4: 12,474 shares; 2026Q1: 9,562 shares 9,562 $1.12M 0.03% -2,912 Timeline BLDG CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 40,879 shares; 2025Q2: 28,301 shares; 2025Q3: 42,301 shares; 2025Q4: 42,301 shares; 2026Q1: 42,301 shares 42,301 $1.1M 0.03% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 100,138 shares; 2025Q2: 86,658 shares; 2025Q3: 56,417 shares; 2025Q4: 20,978 shares; 2026Q1: 17,901 shares 17,901 $1.1M 0.03% -3,077 Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,013 shares; 2026Q1: 37,288 shares 37,288 $1.1M 0.03% +13,275 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,715 shares; 2025Q4: 20,432 shares; 2026Q1: 30,494 shares 30,494 $1.09M 0.03% +10,062 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,338 shares; 2026Q1: 8,088 shares 8,088 $1.09M 0.03% +5,750 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,058 shares 20,058 $1.09M 0.03% 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,722 shares; 2025Q2: 1,726 shares; 2025Q3: 4,762 shares; 2025Q4: 978 shares; 2026Q1: 3,499 shares 3,499 $1.09M 0.03% +2,521 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 3,348 shares; 2025Q3: 5,930 shares; 2025Q4: 2,893 shares; 2026Q1: 13,532 shares 13,532 $1.08M 0.03% +10,639 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,156 shares; 2026Q1: 19,876 shares 19,876 $1.07M 0.03% +4,720 Timeline SMIN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 48,756 shares; 2025Q3: 50,429 shares; 2025Q4: 42,051 shares; 2026Q1: 16,219 shares 16,219 $1.07M 0.03% -25,832 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,353 shares; 2025Q2: 3,695 shares; 2025Q3: 4,026 shares; 2025Q4: not reported; 2026Q1: 5,182 shares 5,182 $1.07M 0.03% new Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,661 shares 17,661 $1.06M 0.03% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 9,604 shares; 2025Q2: 6,969 shares; 2025Q3: not reported; 2025Q4: 10,896 shares; 2026Q1: 19,508 shares 19,508 $1.06M 0.03% +8,612 Timeline RGLO RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,088 shares 33,088 $1.06M 0.03% new Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,700 shares; 2025Q4: 10,700 shares; 2026Q1: 13,246 shares 13,246 $1.06M 0.03% +2,546 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,440 shares 20,440 $1.06M 0.03% new Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 50,045 shares; 2025Q2: 74,850 shares; 2025Q3: 72,675 shares; 2025Q4: 21,739 shares; 2026Q1: 20,773 shares 20,773 $1.04M 0.03% -966 Timeline FNGS BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 5,818 shares; 2025Q3: 9,759 shares; 2025Q4: 10,007 shares; 2026Q1: 14,061 shares 14,061 $1.04M 0.03% +4,054 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 15,479 shares; 2025Q2: 14,713 shares; 2025Q3: 19,954 shares; 2025Q4: 3,730 shares; 2026Q1: 7,421 shares 7,421 $1.04M 0.03% +3,691 Timeline USDU WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,040 shares 40,040 $1.04M 0.03% new Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 95,098 shares; 2025Q2: 98,835 shares; 2025Q3: 98,854 shares; 2025Q4: 97,466 shares; 2026Q1: 96,061 shares 96,061 $1.04M 0.03% -1,405 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 23,378 shares; 2025Q3: 6,936 shares; 2025Q4: 2,362 shares; 2026Q1: 11,521 shares 11,521 $1.03M 0.03% +9,159 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,624 shares 1,624 $1.03M 0.03% new Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,642 shares 5,642 $1.03M 0.03% new Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 50,039 shares; 2025Q3: 50,345 shares; 2025Q4: 11,022 shares; 2026Q1: 5,771 shares 5,771 $1.03M 0.03% -5,251 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,932 shares 18,932 $1.03M 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,269 shares; 2025Q2: 5,223 shares; 2025Q3: 6,373 shares; 2025Q4: 9,558 shares; 2026Q1: 11,656 shares 11,656 $1.02M 0.03% +2,098 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,263 shares; 2025Q2: 3,061 shares; 2025Q3: 2,546 shares; 2025Q4: 2,027 shares; 2026Q1: 2,272 shares 2,272 $1.02M 0.03% +245 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,786 shares; 2025Q4: 4,580 shares; 2026Q1: 5,123 shares 5,123 $1.02M 0.03% +543 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,956 shares; 2025Q2: 10,829 shares; 2025Q3: 14,767 shares; 2025Q4: 16,398 shares; 2026Q1: 16,176 shares 16,176 $1.02M 0.03% -222 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 12,340 shares; 2025Q2: 15,081 shares; 2025Q3: 30,563 shares; 2025Q4: 21,523 shares; 2026Q1: 4,504 shares 4,504 $1.02M 0.03% -17,019 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 10,761 shares; 2025Q2: 10,761 shares; 2025Q3: 13,935 shares; 2025Q4: 5,313 shares; 2026Q1: 6,623 shares 6,623 $1.01M 0.03% +1,310 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,053 shares; 2026Q1: 17,017 shares 17,017 $1.01M 0.03% +11,964 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 8,500 shares; 2025Q2: 8,500 shares; 2025Q3: 8,500 shares; 2025Q4: not reported; 2026Q1: 20,374 shares 20,374 $1.01M 0.03% new Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 4,179 shares; 2025Q3: 7,436 shares; 2025Q4: 6,786 shares; 2026Q1: 9,738 shares 9,738 $1M 0.03% +2,952 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,166 shares; 2025Q4: 11,646 shares; 2026Q1: 43,962 shares 43,962 $998K 0.03% +32,316 Timeline BSMW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 28,035 shares; 2025Q2: 31,549 shares; 2025Q3: 29,657 shares; 2025Q4: 42,001 shares; 2026Q1: 39,868 shares 39,868 $996K 0.03% -2,133 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,395 shares; 2025Q2: 5,395 shares; 2025Q3: 5,395 shares; 2025Q4: not reported; 2026Q1: 10,916 shares 10,916 $994K 0.03% new Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 71,282 shares; 2025Q2: 82,030 shares; 2025Q3: 63,333 shares; 2025Q4: not reported; 2026Q1: 19,462 shares 19,462 $991K 0.03% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 661 shares; 2025Q2: 694 shares; 2025Q3: 2,882 shares; 2025Q4: 4,030 shares; 2026Q1: 2,284 shares 2,284 $988K 0.03% -1,746 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,055 shares; 2025Q4: 3,864 shares; 2026Q1: 6,360 shares 6,360 $972K 0.03% +2,496 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,069 shares; 2025Q2: 5,681 shares; 2025Q3: 5,818 shares; 2025Q4: 5,253 shares; 2026Q1: 5,169 shares 5,169 $969K 0.03% -84 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,117 shares 42,117 $969K 0.03% new Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,907 shares; 2026Q1: 18,764 shares 18,764 $962K 0.03% +857 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 24,016 shares; 2025Q2: 24,336 shares; 2025Q3: 35,692 shares; 2025Q4: 20,439 shares; 2026Q1: 18,594 shares 18,594 $959K 0.03% -1,845 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,928 shares; 2026Q1: 22,689 shares 22,689 $958K 0.03% +5,761 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,042 shares; 2025Q2: 3,183 shares; 2025Q3: 2,621 shares; 2025Q4: 1,394 shares; 2026Q1: 6,901 shares 6,901 $948K 0.03% +5,507 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 3,456 shares; 2025Q3: 6,712 shares; 2025Q4: 8,273 shares; 2026Q1: 12,471 shares 12,471 $932K 0.03% +4,198 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,043 shares 7,043 $928K 0.03% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,022 shares; 2025Q4: 4,096 shares; 2026Q1: 4,492 shares 4,492 $924K 0.03% +396 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 19,605 shares; 2025Q3: 18,900 shares; 2025Q4: 18,900 shares; 2026Q1: 36,681 shares 36,681 $923K 0.03% +17,781 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,710 shares; 2026Q1: 43,039 shares 43,039 $920K 0.03% +31,329 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 8,288 shares; 2025Q2: 5,998 shares; 2025Q3: 8,944 shares; 2025Q4: 5,951 shares; 2026Q1: 5,530 shares 5,530 $919K 0.03% -421 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 219,669 shares; 2025Q2: 229,590 shares; 2025Q3: 244,704 shares; 2025Q4: 48,750 shares; 2026Q1: 20,004 shares 20,004 $919K 0.03% -28,746 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,141 shares; 2025Q2: 1,210 shares; 2025Q3: 1,671 shares; 2025Q4: 1,729 shares; 2026Q1: 3,070 shares 3,070 $916K 0.03% +1,341 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,221 shares 8,221 $915K 0.03% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,552 shares 2,552 $915K 0.03% new Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 12,839 shares; 2025Q3: 16,174 shares; 2025Q4: 15,229 shares; 2026Q1: 20,164 shares 20,164 $914K 0.03% +4,935 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 25,300 shares; 2025Q2: 33,319 shares; 2025Q3: 59,816 shares; 2025Q4: 20,751 shares; 2026Q1: 23,155 shares 23,155 $912K 0.03% +2,404 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,168 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,894 shares; 2026Q1: 7,373 shares 7,373 $898K 0.03% -1,521 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 20,008 shares; 2025Q2: 20,441 shares; 2025Q3: 20,742 shares; 2025Q4: 21,105 shares; 2026Q1: 21,176 shares 21,176 $896K 0.03% +71 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,819 shares; 2025Q2: 3,538 shares; 2025Q3: 4,156 shares; 2025Q4: 4,721 shares; 2026Q1: 2,107 shares 2,107 $894K 0.03% -2,614 Timeline DBP INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,778 shares 7,778 $891K 0.02% new Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,566 shares; 2025Q2: 3,566 shares; 2025Q3: 3,566 shares; 2025Q4: not reported; 2026Q1: 7,132 shares 7,132 $886K 0.02% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,063 shares; 2025Q2: 6,989 shares; 2025Q3: 9,016 shares; 2025Q4: 6,886 shares; 2026Q1: 14,329 shares 14,329 $884K 0.02% +7,443 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 13,174 shares; 2025Q2: 7,292 shares; 2025Q3: 4,573 shares; 2025Q4: 3,542 shares; 2026Q1: 5,205 shares 5,205 $884K 0.02% +1,663 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 18,035 shares; 2025Q2: 12,474 shares; 2025Q3: 14,218 shares; 2025Q4: 11,868 shares; 2026Q1: 7,604 shares 7,604 $883K 0.02% -4,264 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,907 shares; 2025Q4: 2,377 shares; 2026Q1: 6,025 shares 6,025 $866K 0.02% +3,648 Timeline XJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,520 shares 19,520 $861K 0.02% new Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 31,922 shares; 2025Q2: 32,956 shares; 2025Q3: 49,367 shares; 2025Q4: 42,456 shares; 2026Q1: 40,688 shares 40,688 $860K 0.02% -1,768 Timeline BSMV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 38,562 shares; 2025Q2: 41,004 shares; 2025Q3: 38,687 shares; 2025Q4: 39,582 shares; 2026Q1: 40,902 shares 40,902 $859K 0.02% +1,320 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,133 shares 31,133 $851K 0.02% new 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,766 shares; 2025Q2: 4,766 shares; 2025Q3: 4,766 shares; 2025Q4: not reported; 2026Q1: 9,805 shares 9,805 $851K 0.02% new Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 1,702 shares 1,702 $850K 0.02% +1,002 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,531 shares; 2025Q4: 113,796 shares; 2026Q1: 105,075 shares 105,075 $847K 0.02% -8,721 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,146 shares; 2025Q4: 3,037 shares; 2026Q1: 3,151 shares 3,151 $846K 0.02% +114 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,359 shares; 2025Q2: 3,048 shares; 2025Q3: 5,255 shares; 2025Q4: 4,296 shares; 2026Q1: 6,406 shares 6,406 $845K 0.02% +2,110 Timeline