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: 218,526 shares; 2024Q4: 216,822 shares; 2025Q1: 217,548 shares; 2025Q2: 406,726 shares; 2025Q3: 409,297 shares; 2025Q4: 398,506 shares; 2026Q1: 401,244 shares 401,244 $102M 4.51% +2,738 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: 89,710 shares; 2024Q4: 88,852 shares; 2025Q1: 88,095 shares; 2025Q2: 92,894 shares; 2025Q3: 99,683 shares; 2025Q4: 103,367 shares; 2026Q1: 105,311 shares 105,311 $68.8M 3.04% +1,944 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: 130,881 shares; 2024Q4: 150,477 shares; 2025Q1: 126,671 shares; 2025Q2: 104,243 shares; 2025Q3: 103,252 shares; 2025Q4: 101,719 shares; 2026Q1: 96,682 shares 96,682 $53.1M 2.35% -5,037 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,546 shares; 2024Q4: 131,988 shares; 2025Q1: 143,056 shares; 2025Q2: 154,799 shares; 2025Q3: 1,696,976 shares; 2025Q4: 1,751,872 shares; 2026Q1: 1,822,755 shares 1,822,755 $46.7M 2.07% +70,883 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000,381 shares; 2024Q4: 1,870,325 shares; 2025Q1: 1,848,300 shares; 2025Q2: 1,536,938 shares; 2025Q3: 1,648,070 shares; 2025Q4: 1,823,215 shares; 2026Q1: 1,868,703 shares 1,868,703 $46.3M 2.05% +45,488 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: 94,234 shares; 2024Q4: 100,488 shares; 2025Q1: 94,757 shares; 2025Q2: 111,176 shares; 2025Q3: 111,196 shares; 2025Q4: 111,620 shares; 2026Q1: 116,754 shares 116,754 $43.2M 1.91% +5,134 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: 330,932 shares; 2024Q4: 1,901,176 shares; 2025Q1: 1,896,214 shares; 2025Q2: 1,984,470 shares; 2025Q3: 1,315,499 shares; 2025Q4: 1,331,813 shares; 2026Q1: 1,366,994 shares 1,366,994 $39.8M 1.76% +35,181 Timeline AVLV 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: 436,160 shares; 2024Q4: 446,081 shares; 2025Q1: 464,559 shares; 2025Q2: 475,347 shares; 2025Q3: 476,953 shares; 2025Q4: 470,955 shares; 2026Q1: 470,069 shares 470,069 $37.9M 1.68% -886 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: 232,225 shares; 2024Q4: 235,797 shares; 2025Q1: 233,919 shares; 2025Q2: 253,014 shares; 2025Q3: 372,039 shares; 2025Q4: 354,809 shares; 2026Q1: 369,575 shares 369,575 $36.7M 1.62% +14,766 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: 87,054 shares; 2024Q4: 117,362 shares; 2025Q1: 450,899 shares; 2025Q2: 920,747 shares; 2025Q3: 1,069,833 shares; 2025Q4: 1,103,129 shares; 2026Q1: 1,162,463 shares 1,162,463 $30.5M 1.35% +59,334 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: 282,169 shares; 2024Q4: 282,220 shares; 2025Q1: 279,852 shares; 2025Q2: 344,389 shares; 2025Q3: 364,252 shares; 2025Q4: 377,810 shares; 2026Q1: 400,714 shares 400,714 $29.5M 1.31% +22,904 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: 368,816 shares; 2024Q4: 391,759 shares; 2025Q1: 343,430 shares; 2025Q2: 351,369 shares; 2025Q3: 341,964 shares; 2025Q4: 332,687 shares; 2026Q1: 332,927 shares 332,927 $25.8M 1.14% +240 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 244,668 shares; 2024Q4: 247,135 shares; 2025Q1: 347,273 shares; 2025Q2: 414,021 shares; 2025Q3: 529,495 shares; 2025Q4: 561,513 shares; 2026Q1: 507,149 shares 507,149 $23.4M 1.03% -54,364 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,910 shares; 2024Q4: 112,483 shares; 2025Q1: 99,616 shares; 2025Q2: 98,836 shares; 2025Q3: 259,340 shares; 2025Q4: 275,961 shares; 2026Q1: 275,248 shares 275,248 $23.4M 1.03% -713 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: 17,902 shares; 2024Q4: 20,722 shares; 2025Q1: 23,772 shares; 2025Q2: 26,410 shares; 2025Q3: 35,676 shares; 2025Q4: 36,072 shares; 2026Q1: 38,573 shares 38,573 $23M 1.02% +2,501 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 346,554 shares; 2024Q4: 621,660 shares; 2025Q1: 615,787 shares; 2025Q2: 727,304 shares; 2025Q3: 711,136 shares; 2025Q4: 724,003 shares; 2026Q1: 786,564 shares 786,564 $22.9M 1.01% +62,561 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: 90,673 shares; 2024Q4: 90,505 shares; 2025Q1: 92,654 shares; 2025Q2: 96,834 shares; 2025Q3: 95,835 shares; 2025Q4: 95,212 shares; 2026Q1: 89,720 shares 89,720 $21.9M 0.97% -5,492 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 235,925 shares; 2024Q4: 249,009 shares; 2025Q1: 252,971 shares; 2025Q2: 263,445 shares; 2025Q3: 309,377 shares; 2025Q4: 339,548 shares; 2026Q1: 346,639 shares 346,639 $21.6M 0.96% +7,091 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: 54,240 shares; 2024Q4: 54,039 shares; 2025Q1: 54,471 shares; 2025Q2: 55,118 shares; 2025Q3: 51,686 shares; 2025Q4: 50,862 shares; 2026Q1: 50,695 shares 50,695 $21.6M 0.96% -167 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: 68,663 shares; 2024Q4: 70,483 shares; 2025Q1: 75,101 shares; 2025Q2: 95,169 shares; 2025Q3: 99,010 shares; 2025Q4: 106,476 shares; 2026Q1: 107,454 shares 107,454 $21.1M 0.93% +978 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: 164,506 shares; 2024Q4: 162,436 shares; 2025Q1: 164,718 shares; 2025Q2: 169,613 shares; 2025Q3: 171,114 shares; 2025Q4: 173,271 shares; 2026Q1: 168,453 shares 168,453 $20.9M 0.93% -4,818 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 326,748 shares; 2024Q4: 372,579 shares; 2025Q1: 395,672 shares; 2025Q2: 389,126 shares; 2025Q3: 474,336 shares; 2025Q4: 529,844 shares; 2026Q1: 532,213 shares 532,213 $20.7M 0.91% +2,369 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: 263,809 shares; 2024Q4: 259,230 shares; 2025Q1: 277,128 shares; 2025Q2: 243,611 shares; 2025Q3: 227,253 shares; 2025Q4: 211,896 shares; 2026Q1: 205,555 shares 205,555 $19.9M 0.88% -6,341 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: 132,401 shares; 2024Q4: 132,121 shares; 2025Q1: 132,832 shares; 2025Q2: 132,044 shares; 2025Q3: 134,609 shares; 2025Q4: 133,154 shares; 2026Q1: 134,430 shares 134,430 $19.4M 0.86% +1,276 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: 90,284 shares; 2024Q4: 94,674 shares; 2025Q1: 98,497 shares; 2025Q2: 112,285 shares; 2025Q3: 114,873 shares; 2025Q4: 108,133 shares; 2026Q1: 109,748 shares 109,748 $19.1M 0.85% +1,615 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: 29,400 shares; 2024Q4: 29,131 shares; 2025Q1: 28,720 shares; 2025Q2: 29,168 shares; 2025Q3: 64,227 shares; 2025Q4: 65,776 shares; 2026Q1: 65,863 shares 65,863 $18.9M 0.84% +87 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: 26,748 shares; 2024Q4: 27,174 shares; 2025Q1: 27,580 shares; 2025Q2: 53,563 shares; 2025Q3: 56,028 shares; 2025Q4: 55,094 shares; 2026Q1: 57,029 shares 57,029 $18.8M 0.83% +1,935 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: 51,613 shares; 2024Q4: 58,555 shares; 2025Q1: 60,461 shares; 2025Q2: 80,251 shares; 2025Q3: 82,859 shares; 2025Q4: 85,841 shares; 2026Q1: 88,992 shares 88,992 $18.5M 0.82% +3,151 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: 84,058 shares; 2024Q4: 83,565 shares; 2025Q1: 87,777 shares; 2025Q2: 111,825 shares; 2025Q3: 113,221 shares; 2025Q4: 115,075 shares; 2026Q1: 107,497 shares 107,497 $18.2M 0.81% -7,578 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: 70,447 shares; 2024Q4: 141,724 shares; 2025Q1: 174,651 shares; 2025Q2: 291,994 shares; 2025Q3: 174,468 shares; 2025Q4: 182,013 shares; 2026Q1: 175,892 shares 175,892 $17.7M 0.78% -6,121 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 396 shares; 2025Q1: 356 shares; 2025Q2: 167,700 shares; 2025Q3: 195,125 shares; 2025Q4: 190,495 shares; 2026Q1: 189,329 shares 189,329 $17.5M 0.77% -1,166 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,480 shares; 2024Q4: 116,014 shares; 2025Q1: 145,896 shares; 2025Q2: 165,193 shares; 2025Q3: 317,882 shares; 2025Q4: 372,679 shares; 2026Q1: 508,624 shares 508,624 $17M 0.75% +135,945 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: 71,962 shares; 2024Q4: 72,021 shares; 2025Q1: 65,025 shares; 2025Q2: 64,797 shares; 2025Q3: 54,752 shares; 2025Q4: 54,005 shares; 2026Q1: 54,465 shares 54,465 $16.9M 0.75% +460 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: 66,509 shares; 2024Q4: 72,127 shares; 2025Q1: 73,601 shares; 2025Q2: 73,727 shares; 2025Q3: 69,726 shares; 2025Q4: 75,712 shares; 2026Q1: 77,370 shares 77,370 $16.6M 0.74% +1,658 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: 77,056 shares; 2024Q4: 77,181 shares; 2025Q1: 75,944 shares; 2025Q2: 78,987 shares; 2025Q3: 78,695 shares; 2025Q4: 79,704 shares; 2026Q1: 79,304 shares 79,304 $16.4M 0.73% -400 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 295,902 shares; 2024Q4: 398,629 shares; 2025Q1: 579,589 shares; 2025Q2: 638,582 shares; 2025Q3: 632,490 shares; 2025Q4: 675,628 shares; 2026Q1: 661,363 shares 661,363 $16.4M 0.72% -14,265 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: 60,284 shares; 2024Q4: 58,534 shares; 2025Q1: 55,967 shares; 2025Q2: 55,694 shares; 2025Q3: 55,656 shares; 2025Q4: 55,176 shares; 2026Q1: 54,250 shares 54,250 $16M 0.71% -926 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: 233,749 shares; 2024Q4: 215,258 shares; 2025Q1: 217,859 shares; 2025Q2: 258,222 shares; 2025Q3: 316,150 shares; 2025Q4: 332,880 shares; 2026Q1: 365,007 shares 365,007 $15.5M 0.69% +32,127 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: 26,367 shares; 2024Q4: 27,296 shares; 2025Q1: 26,790 shares; 2025Q2: 31,468 shares; 2025Q3: 32,872 shares; 2025Q4: 32,423 shares; 2026Q1: 31,462 shares 31,462 $15.1M 0.67% -961 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 309,612 shares 309,612 $14.6M 0.64% new 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: 452,231 shares; 2024Q4: 451,432 shares; 2025Q1: 406,274 shares; 2025Q2: 421,270 shares; 2025Q3: 437,164 shares; 2025Q4: 436,280 shares; 2026Q1: 432,168 shares 432,168 $14.5M 0.64% -4,112 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: 39,435 shares; 2024Q4: 45,957 shares; 2025Q1: 42,525 shares; 2025Q2: 46,148 shares; 2025Q3: 44,285 shares; 2025Q4: 101,053 shares; 2026Q1: 107,559 shares 107,559 $14.1M 0.62% +6,506 Timeline DFIV 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: 123,103 shares; 2024Q4: 140,009 shares; 2025Q1: 145,325 shares; 2025Q2: 153,746 shares; 2025Q3: 176,259 shares; 2025Q4: 200,436 shares; 2026Q1: 251,561 shares 251,561 $13.3M 0.59% +51,125 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: 67,516 shares; 2024Q4: 68,322 shares; 2025Q1: 72,092 shares; 2025Q2: 76,497 shares; 2025Q3: 73,610 shares; 2025Q4: 73,238 shares; 2026Q1: 69,768 shares 69,768 $12.7M 0.56% -3,470 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 444,685 shares; 2025Q4: 453,583 shares; 2026Q1: 476,018 shares 476,018 $12.5M 0.55% +22,435 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: 75,725 shares; 2024Q4: 45,970 shares; 2025Q1: 48,455 shares; 2025Q2: 56,958 shares; 2025Q3: 60,519 shares; 2025Q4: 113,067 shares; 2026Q1: 93,834 shares 93,834 $12.5M 0.55% -19,233 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: 56,526 shares; 2024Q4: 57,722 shares; 2025Q1: 55,179 shares; 2025Q2: 57,208 shares; 2025Q3: 57,268 shares; 2025Q4: 56,024 shares; 2026Q1: 57,274 shares 57,274 $12.5M 0.55% +1,250 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: 14,822 shares; 2024Q4: 14,965 shares; 2025Q1: 16,749 shares; 2025Q2: 19,426 shares; 2025Q3: 20,402 shares; 2025Q4: 20,778 shares; 2026Q1: 18,853 shares 18,853 $11.4M 0.5% -1,925 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: 195,863 shares; 2024Q4: 201,408 shares; 2025Q1: 196,167 shares; 2025Q2: 218,187 shares; 2025Q3: 218,595 shares; 2025Q4: 225,117 shares; 2026Q1: 226,484 shares 226,484 $11.4M 0.5% +1,367 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: 20,791 shares; 2024Q4: 19,902 shares; 2025Q1: 20,321 shares; 2025Q2: 21,981 shares; 2025Q3: 21,832 shares; 2025Q4: 24,648 shares; 2026Q1: 25,351 shares 25,351 $11.1M 0.49% +703 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: 196,313 shares; 2024Q4: 205,193 shares; 2025Q1: 220,597 shares; 2025Q2: 228,207 shares; 2025Q3: 226,625 shares; 2025Q4: 236,046 shares; 2026Q1: 246,888 shares 246,888 $11.1M 0.49% +10,842 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: 174,111 shares; 2024Q4: 174,742 shares; 2025Q1: 162,247 shares; 2025Q2: 166,090 shares; 2025Q3: 160,804 shares; 2025Q4: 164,480 shares; 2026Q1: 166,684 shares 166,684 $11M 0.49% +2,204 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: 123,525 shares; 2024Q4: 120,741 shares; 2025Q1: 104,566 shares; 2025Q2: 105,973 shares; 2025Q3: 94,588 shares; 2025Q4: 91,463 shares; 2026Q1: 90,162 shares 90,162 $10.7M 0.47% -1,301 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,157 shares; 2024Q4: 166,662 shares; 2025Q1: 182,487 shares; 2025Q2: 189,967 shares; 2025Q3: 186,807 shares; 2025Q4: 186,916 shares; 2026Q1: 162,211 shares 162,211 $10.4M 0.46% -24,705 Timeline NSSC NAPCO SEC TECHNOLOGIES INC More: the full row for NAPCO SEC TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 272,898 shares; 2024Q4: 326,193 shares; 2025Q1: 266,369 shares; 2025Q2: 266,259 shares; 2025Q3: 258,559 shares; 2025Q4: 262,462 shares; 2026Q1: 262,401 shares 262,401 $10.3M 0.46% -61 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: 98,323 shares; 2024Q4: 98,732 shares; 2025Q1: 96,220 shares; 2025Q2: 98,495 shares; 2025Q3: 99,197 shares; 2025Q4: 100,909 shares; 2026Q1: 106,896 shares 106,896 $10.3M 0.46% +5,987 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: 101,316 shares; 2024Q4: 102,012 shares; 2025Q1: 108,250 shares; 2025Q2: 114,086 shares; 2025Q3: 115,326 shares; 2025Q4: 114,275 shares; 2026Q1: 110,142 shares 110,142 $10.2M 0.45% -4,133 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: 26,030 shares; 2024Q4: 26,895 shares; 2025Q1: 26,766 shares; 2025Q2: 27,957 shares; 2025Q3: 30,092 shares; 2025Q4: 29,931 shares; 2026Q1: 28,464 shares 28,464 $10M 0.44% -1,467 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: 47,524 shares; 2024Q4: 46,697 shares; 2025Q1: 51,892 shares; 2025Q2: 60,428 shares; 2025Q3: 62,110 shares; 2025Q4: 62,370 shares; 2026Q1: 63,547 shares 63,547 $9.87M 0.44% +1,177 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: 6,316 shares; 2024Q4: 6,247 shares; 2025Q1: 6,315 shares; 2025Q2: 61,849 shares; 2025Q3: 69,888 shares; 2025Q4: 71,393 shares; 2026Q1: 75,042 shares 75,042 $9.83M 0.43% +3,649 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: 53,198 shares; 2024Q4: 53,667 shares; 2025Q1: 57,388 shares; 2025Q2: 64,474 shares; 2025Q3: 63,892 shares; 2025Q4: 64,244 shares; 2026Q1: 76,285 shares 76,285 $9.82M 0.43% +12,041 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 323,767 shares; 2024Q4: 321,999 shares; 2025Q1: 315,286 shares; 2025Q2: 250,922 shares; 2025Q3: 269,782 shares; 2025Q4: 278,266 shares; 2026Q1: 297,394 shares 297,394 $9.8M 0.43% +19,128 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: 9,181 shares; 2024Q4: 9,500 shares; 2025Q1: 9,614 shares; 2025Q2: 15,182 shares; 2025Q3: 16,724 shares; 2025Q4: 16,694 shares; 2026Q1: 16,983 shares 16,983 $9.72M 0.43% +289 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: 57,178 shares; 2024Q4: 56,138 shares; 2025Q1: 55,659 shares; 2025Q2: 55,451 shares; 2025Q3: 48,124 shares; 2025Q4: 46,281 shares; 2026Q1: 45,457 shares 45,457 $9.71M 0.43% -824 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,978 shares; 2024Q4: 280,272 shares; 2025Q1: 277,453 shares; 2025Q2: 293,288 shares; 2025Q3: 294,747 shares; 2025Q4: 310,806 shares; 2026Q1: 313,402 shares 313,402 $9.7M 0.43% +2,596 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: 183,200 shares; 2024Q4: 193,378 shares; 2025Q1: 204,782 shares; 2025Q2: 213,000 shares; 2025Q3: 213,241 shares; 2025Q4: 209,201 shares; 2026Q1: 175,589 shares 175,589 $9.69M 0.43% -33,612 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: 22,231 shares; 2024Q4: 20,993 shares; 2025Q1: 23,508 shares; 2025Q2: 26,988 shares; 2025Q3: 26,496 shares; 2025Q4: 25,887 shares; 2026Q1: 25,887 shares 25,887 $9.62M 0.43% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,105 shares; 2025Q3: 150,196 shares; 2025Q4: 207,163 shares; 2026Q1: 189,919 shares 189,919 $9.57M 0.42% -17,244 Timeline AVLC 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: 11,106 shares; 2024Q4: 38,525 shares; 2025Q1: 48,967 shares; 2025Q2: 117,783 shares; 2025Q3: 124,258 shares; 2025Q4: 126,991 shares; 2026Q1: 121,283 shares 121,283 $9.41M 0.42% -5,708 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: 22,385 shares; 2024Q4: 25,223 shares; 2025Q1: 30,067 shares; 2025Q2: 34,410 shares; 2025Q3: 35,299 shares; 2025Q4: 35,963 shares; 2026Q1: 35,793 shares 35,793 $9.37M 0.41% -170 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: 2,329 shares; 2024Q4: 2,283 shares; 2025Q1: 59,260 shares; 2025Q2: 60,509 shares; 2025Q3: 56,236 shares; 2025Q4: 55,131 shares; 2026Q1: 48,463 shares 48,463 $9.35M 0.41% -6,668 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: 100,017 shares; 2024Q4: 116,465 shares; 2025Q1: 120,546 shares; 2025Q2: 125,704 shares; 2025Q3: 167,671 shares; 2025Q4: 190,217 shares; 2026Q1: 191,693 shares 191,693 $9.29M 0.41% +1,476 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 177,754 shares; 2025Q3: 181,612 shares; 2025Q4: 190,996 shares; 2026Q1: 202,096 shares 202,096 $9.26M 0.41% +11,100 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 120,261 shares; 2025Q4: 194,124 shares; 2026Q1: 195,878 shares 195,878 $9.09M 0.4% +1,754 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226,835 shares; 2024Q4: 245,382 shares; 2025Q1: 237,248 shares; 2025Q2: 207,590 shares; 2025Q3: 196,297 shares; 2025Q4: 192,669 shares; 2026Q1: 159,207 shares 159,207 $9.02M 0.4% -33,462 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: 18,011 shares; 2024Q4: 19,086 shares; 2025Q1: 19,633 shares; 2025Q2: 25,773 shares; 2025Q3: 29,635 shares; 2025Q4: 29,771 shares; 2026Q1: 29,952 shares 29,952 $8.59M 0.38% +181 Timeline LDUR 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,409 shares; 2025Q4: 68,459 shares; 2026Q1: 89,424 shares 89,424 $8.57M 0.38% +20,965 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,284 shares; 2024Q4: 209,123 shares; 2025Q1: 205,330 shares; 2025Q2: 226,836 shares; 2025Q3: 235,473 shares; 2025Q4: 279,711 shares; 2026Q1: 277,290 shares 277,290 $8.46M 0.37% -2,421 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,658 shares; 2024Q4: 27,559 shares; 2025Q1: 26,092 shares; 2025Q2: 26,582 shares; 2025Q3: 26,965 shares; 2025Q4: 28,182 shares; 2026Q1: 40,754 shares 40,754 $8.28M 0.37% +12,572 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: 368,564 shares; 2024Q4: 330,497 shares; 2025Q1: 246,190 shares; 2025Q2: 237,853 shares; 2025Q3: 209,666 shares; 2025Q4: 194,232 shares; 2026Q1: 199,747 shares 199,747 $7.88M 0.35% +5,515 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: 101,605 shares; 2024Q4: 107,688 shares; 2025Q1: 99,557 shares; 2025Q2: 101,049 shares; 2025Q3: 100,869 shares; 2025Q4: 101,502 shares; 2026Q1: 100,917 shares 100,917 $7.67M 0.34% -585 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: 77,604 shares; 2024Q4: 239,246 shares; 2025Q1: 247,161 shares; 2025Q2: 240,955 shares; 2025Q3: 244,704 shares; 2025Q4: 241,638 shares; 2026Q1: 246,127 shares 246,127 $7.55M 0.33% +4,489 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 324,501 shares; 2024Q4: 284,891 shares; 2025Q1: 193,192 shares; 2025Q2: 106,546 shares; 2025Q3: 146,538 shares; 2025Q4: 183,261 shares; 2026Q1: 157,874 shares 157,874 $7.43M 0.33% -25,387 Timeline BFRZ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,161 shares; 2025Q4: 137,907 shares; 2026Q1: 280,589 shares 280,589 $7.4M 0.33% +142,682 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: 31,622 shares; 2024Q4: 27,360 shares; 2025Q1: 10,369 shares; 2025Q2: 35,770 shares; 2025Q3: 44,948 shares; 2025Q4: 45,911 shares; 2026Q1: 30,540 shares 30,540 $7.26M 0.32% -15,371 Timeline ULBI ULTRALIFE CORP More: the full row for ULTRALIFE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,104,452 shares; 2024Q4: 1,292,836 shares; 2025Q1: 1,091,932 shares; 2025Q2: 1,092,947 shares; 2025Q3: 1,095,042 shares; 2025Q4: 1,090,207 shares; 2026Q1: 1,106,154 shares 1,106,154 $7.21M 0.32% +15,947 Timeline BOND 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: 81,199 shares; 2024Q4: 83,819 shares; 2025Q1: 86,288 shares; 2025Q2: 79,395 shares; 2025Q3: 61,558 shares; 2025Q4: 72,890 shares; 2026Q1: 77,814 shares 77,814 $7.18M 0.32% +4,924 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,931 shares; 2024Q4: 59,340 shares; 2025Q1: 51,671 shares; 2025Q2: 41,176 shares; 2025Q3: 51,608 shares; 2025Q4: 55,714 shares; 2026Q1: 62,803 shares 62,803 $6.94M 0.31% +7,089 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 101,058 shares; 2025Q4: 209,764 shares; 2026Q1: 254,209 shares 254,209 $6.9M 0.31% +44,445 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: 57,976 shares; 2024Q4: 58,269 shares; 2025Q1: 60,089 shares; 2025Q2: 57,538 shares; 2025Q3: 79,890 shares; 2025Q4: 117,469 shares; 2026Q1: 136,372 shares 136,372 $6.8M 0.3% +18,903 Timeline CSPI CSP INC More: the full row for CSP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 664,298 shares; 2024Q4: 766,842 shares; 2025Q1: 700,449 shares; 2025Q2: 740,187 shares; 2025Q3: 747,160 shares; 2025Q4: 764,888 shares; 2026Q1: 784,811 shares 784,811 $6.79M 0.3% +19,923 Timeline DFAX 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: 120,345 shares; 2024Q4: 140,777 shares; 2025Q1: 145,290 shares; 2025Q2: 148,944 shares; 2025Q3: 171,748 shares; 2025Q4: 189,776 shares; 2026Q1: 191,191 shares 191,191 $6.49M 0.29% +1,415 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,212 shares; 2024Q4: 32,037 shares; 2025Q1: 33,105 shares; 2025Q2: 31,222 shares; 2025Q3: 31,634 shares; 2025Q4: 31,836 shares; 2026Q1: 31,546 shares 31,546 $6.4M 0.28% -290 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,332 shares; 2025Q3: 23,358 shares; 2025Q4: 51,620 shares; 2026Q1: 55,331 shares 55,331 $6.35M 0.28% +3,711 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: 51,028 shares; 2024Q4: 49,933 shares; 2025Q1: 49,234 shares; 2025Q2: 51,985 shares; 2025Q3: 53,043 shares; 2025Q4: 62,264 shares; 2026Q1: 68,640 shares 68,640 $6.21M 0.27% +6,376 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: 19,847 shares; 2024Q4: 20,068 shares; 2025Q1: 20,584 shares; 2025Q2: 20,252 shares; 2025Q3: 37,295 shares; 2025Q4: 56,230 shares; 2026Q1: 58,494 shares 58,494 $6.21M 0.27% +2,264 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: 422,612 shares; 2024Q4: 442,022 shares; 2025Q1: 440,649 shares; 2025Q2: 452,758 shares; 2025Q3: 125,173 shares; 2025Q4: 124,982 shares; 2026Q1: 123,132 shares 123,132 $6.08M 0.27% -1,850 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: 95,224 shares; 2024Q4: 150,422 shares; 2025Q1: 156,385 shares; 2025Q2: 138,301 shares; 2025Q3: 132,633 shares; 2025Q4: 128,632 shares; 2026Q1: 133,122 shares 133,122 $6.07M 0.27% +4,490 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: 17,751 shares; 2024Q4: 17,613 shares; 2025Q1: 21,677 shares; 2025Q2: 21,264 shares; 2025Q3: 21,245 shares; 2025Q4: 21,393 shares; 2026Q1: 21,117 shares 21,117 $6.07M 0.27% -276 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: 83,276 shares; 2024Q4: 81,837 shares; 2025Q1: 84,315 shares; 2025Q2: 84,462 shares; 2025Q3: 85,011 shares; 2025Q4: 85,395 shares; 2026Q1: 86,175 shares 86,175 $6.05M 0.27% +780 Timeline DFAS 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: 6,124 shares; 2024Q4: 6,127 shares; 2025Q1: 5,505 shares; 2025Q2: 5,742 shares; 2025Q3: 96,850 shares; 2025Q4: 98,841 shares; 2026Q1: 84,924 shares 84,924 $6.04M 0.27% -13,917 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,554 shares; 2025Q3: 84,324 shares; 2025Q4: 149,562 shares; 2026Q1: 160,126 shares 160,126 $5.67M 0.25% +10,564 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: 5,189 shares; 2024Q4: 5,000 shares; 2025Q1: 8,333 shares; 2025Q2: 6,991 shares; 2025Q3: 7,046 shares; 2025Q4: 7,658 shares; 2026Q1: 8,712 shares 8,712 $5.67M 0.25% +1,054 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 98,625 shares; 2025Q3: 97,704 shares; 2025Q4: 96,714 shares; 2026Q1: 96,450 shares 96,450 $5.61M 0.25% -264 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: 90,123 shares; 2024Q4: 94,096 shares; 2025Q1: 97,742 shares; 2025Q2: 101,911 shares; 2025Q3: 102,616 shares; 2025Q4: 131,778 shares; 2026Q1: 140,813 shares 140,813 $5.59M 0.25% +9,035 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 66,214 shares; 2025Q3: 73,032 shares; 2025Q4: 77,378 shares; 2026Q1: 79,591 shares 79,591 $5.33M 0.24% +2,213 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: 9,294 shares; 2024Q4: 10,160 shares; 2025Q1: 9,909 shares; 2025Q2: 10,904 shares; 2025Q3: 9,234 shares; 2025Q4: 8,589 shares; 2026Q1: 9,081 shares 9,081 $5.24M 0.23% +492 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,894 shares; 2024Q4: 61,184 shares; 2025Q1: 62,362 shares; 2025Q2: 53,965 shares; 2025Q3: 61,158 shares; 2025Q4: 64,273 shares; 2026Q1: 61,686 shares 61,686 $5.21M 0.23% -2,587 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: 58,812 shares; 2024Q4: 62,006 shares; 2025Q1: 62,548 shares; 2025Q2: 59,297 shares; 2025Q3: 54,157 shares; 2025Q4: 55,079 shares; 2026Q1: 68,673 shares 68,673 $5.18M 0.23% +13,594 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: 28,728 shares; 2024Q4: 32,131 shares; 2025Q1: 38,452 shares; 2025Q2: 40,132 shares; 2025Q3: 53,048 shares; 2025Q4: 52,861 shares; 2026Q1: 53,259 shares 53,259 $5.17M 0.23% +398 Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,865 shares; 2026Q1: 191,000 shares 191,000 $5.02M 0.22% +164,135 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: 69,898 shares; 2024Q4: 76,190 shares; 2025Q1: 80,381 shares; 2025Q2: 85,097 shares; 2025Q3: 62,296 shares; 2025Q4: 70,680 shares; 2026Q1: 77,965 shares 77,965 $5M 0.22% +7,285 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,065 shares; 2025Q3: 6,730 shares; 2025Q4: 6,786 shares; 2026Q1: 6,782 shares 6,782 $4.94M 0.22% -4 Timeline VPU 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: 6,347 shares; 2024Q4: 10,798 shares; 2025Q1: 23,159 shares; 2025Q2: 24,183 shares; 2025Q3: 24,345 shares; 2025Q4: 24,671 shares; 2026Q1: 24,616 shares 24,616 $4.88M 0.22% -55 Timeline PAR PAR TECHNOLOGY CORP More: the full row for PAR TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 335,497 shares; 2024Q4: 378,896 shares; 2025Q1: 327,490 shares; 2025Q2: 326,710 shares; 2025Q3: 326,753 shares; 2025Q4: 349,900 shares; 2026Q1: 360,128 shares 360,128 $4.8M 0.21% +10,228 Timeline DISV 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: 21,737 shares; 2024Q4: 45,752 shares; 2025Q1: 49,561 shares; 2025Q2: 57,744 shares; 2025Q3: 88,460 shares; 2025Q4: 115,642 shares; 2026Q1: 121,647 shares 121,647 $4.8M 0.21% +6,005 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: 64,472 shares; 2024Q4: 48,958 shares; 2025Q1: 43,164 shares; 2025Q2: 35,721 shares; 2025Q3: 24,103 shares; 2025Q4: 46,163 shares; 2026Q1: 77,978 shares 77,978 $4.78M 0.21% +31,815 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218,820 shares; 2024Q4: 261,354 shares; 2025Q1: 297,575 shares; 2025Q2: 329,262 shares; 2025Q3: 347,858 shares; 2025Q4: 340,306 shares; 2026Q1: 332,204 shares 332,204 $4.74M 0.21% -8,102 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: 4,997 shares; 2024Q4: 4,070 shares; 2025Q1: 8,121 shares; 2025Q2: 9,362 shares; 2025Q3: 11,558 shares; 2025Q4: 12,660 shares; 2026Q1: 10,960 shares 10,960 $4.72M 0.21% -1,700 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: 55,500 shares; 2024Q4: 47,268 shares; 2025Q1: not reported; 2025Q2: 73,966 shares; 2025Q3: 94,685 shares; 2025Q4: 107,290 shares; 2026Q1: 102,316 shares 102,316 $4.67M 0.21% -4,974 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,750 shares; 2024Q4: 47,407 shares; 2025Q1: 47,760 shares; 2025Q2: 56,314 shares; 2025Q3: 63,671 shares; 2025Q4: 66,957 shares; 2026Q1: 70,702 shares 70,702 $4.66M 0.21% +3,745 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: 72,308 shares; 2024Q4: 71,917 shares; 2025Q1: 73,061 shares; 2025Q2: 73,730 shares; 2025Q3: 78,444 shares; 2025Q4: 75,755 shares; 2026Q1: 77,793 shares 77,793 $4.6M 0.2% +2,038 Timeline QDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,274 shares; 2025Q1: 59,656 shares; 2025Q2: 82,392 shares; 2025Q3: 97,522 shares; 2025Q4: 113,043 shares; 2026Q1: 169,965 shares 169,965 $4.53M 0.2% +56,922 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,682 shares; 2024Q4: 2,153 shares; 2025Q1: 2,195 shares; 2025Q2: 4,785 shares; 2025Q3: 5,053 shares; 2025Q4: 4,943 shares; 2026Q1: 4,902 shares 4,902 $4.51M 0.2% -41 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: 210,850 shares; 2024Q4: 218,805 shares; 2025Q1: 193,905 shares; 2025Q2: 195,524 shares; 2025Q3: 150,377 shares; 2025Q4: 148,744 shares; 2026Q1: 159,836 shares 159,836 $4.49M 0.2% +11,092 Timeline VCSH 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: 17,841 shares; 2024Q4: 19,307 shares; 2025Q1: 25,818 shares; 2025Q2: 27,355 shares; 2025Q3: 30,587 shares; 2025Q4: 51,562 shares; 2026Q1: 56,428 shares 56,428 $4.47M 0.2% +4,866 Timeline JGLO 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: 94,208 shares; 2024Q4: 90,475 shares; 2025Q1: 75,834 shares; 2025Q2: 73,684 shares; 2025Q3: 70,657 shares; 2025Q4: 69,040 shares; 2026Q1: 68,316 shares 68,316 $4.46M 0.2% -724 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: 14,317 shares; 2024Q4: 13,887 shares; 2025Q1: 13,946 shares; 2025Q2: 13,811 shares; 2025Q3: 12,730 shares; 2025Q4: 12,618 shares; 2026Q1: 12,417 shares 12,417 $4.43M 0.2% -201 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,045 shares; 2024Q4: 41,319 shares; 2025Q1: 49,368 shares; 2025Q2: 59,551 shares; 2025Q3: 91,977 shares; 2025Q4: 122,151 shares; 2026Q1: 125,845 shares 125,845 $4.35M 0.19% +3,694 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 reported; 2024Q4: 24,360 shares; 2025Q1: 29,935 shares; 2025Q2: 67,454 shares; 2025Q3: 121,428 shares; 2025Q4: 150,317 shares; 2026Q1: 180,735 shares 180,735 $4.31M 0.19% +30,418 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: 6,272 shares; 2024Q4: 6,326 shares; 2025Q1: 6,378 shares; 2025Q2: 7,220 shares; 2025Q3: 47,139 shares; 2025Q4: 87,837 shares; 2026Q1: 86,286 shares 86,286 $4.31M 0.19% -1,551 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: 49,725 shares; 2024Q4: 377,482 shares; 2025Q1: 399,015 shares; 2025Q2: 416,777 shares; 2025Q3: 67,451 shares; 2025Q4: 67,458 shares; 2026Q1: 73,821 shares 73,821 $4.18M 0.18% +6,363 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,932 shares; 2024Q4: 99,134 shares; 2025Q1: 103,340 shares; 2025Q2: 101,316 shares; 2025Q3: 108,197 shares; 2025Q4: 112,343 shares; 2026Q1: 111,522 shares 111,522 $4.11M 0.18% -821 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100,079 shares 100,079 $4.07M 0.18% new 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: 11,874 shares; 2024Q4: 12,571 shares; 2025Q1: 12,591 shares; 2025Q2: 17,049 shares; 2025Q3: 17,487 shares; 2025Q4: 32,679 shares; 2026Q1: 33,780 shares 33,780 $4.06M 0.18% +1,101 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,660 shares; 2024Q4: 55,443 shares; 2025Q1: 53,804 shares; 2025Q2: 55,402 shares; 2025Q3: 19,849 shares; 2025Q4: 20,551 shares; 2026Q1: 21,454 shares 21,454 $3.95M 0.17% +903 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: 42,609 shares; 2024Q4: 77,302 shares; 2025Q1: 88,183 shares; 2025Q2: 101,825 shares; 2025Q3: 112,583 shares; 2025Q4: 119,626 shares; 2026Q1: 102,598 shares 102,598 $3.94M 0.17% -17,028 Timeline SMCO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,029 shares; 2024Q4: 147,572 shares; 2025Q1: 147,684 shares; 2025Q2: 146,230 shares; 2025Q3: 147,987 shares; 2025Q4: 137,471 shares; 2026Q1: 140,002 shares 140,002 $3.81M 0.17% +2,531 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: 16,690 shares; 2024Q4: 17,180 shares; 2025Q1: 20,663 shares; 2025Q2: 20,596 shares; 2025Q3: 27,404 shares; 2025Q4: 28,704 shares; 2026Q1: 30,269 shares 30,269 $3.76M 0.17% +1,565 Timeline SJNK 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: 105,081 shares; 2024Q4: 116,768 shares; 2025Q1: 153,655 shares; 2025Q2: 151,798 shares; 2025Q3: 148,624 shares; 2025Q4: 144,721 shares; 2026Q1: 149,387 shares 149,387 $3.73M 0.17% +4,666 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,468 shares; 2025Q1: 11,468 shares; 2025Q2: 11,468 shares; 2025Q3: 11,468 shares; 2025Q4: 11,489 shares; 2026Q1: 11,507 shares 11,507 $3.71M 0.16% +18 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,100 shares; 2024Q4: 97,351 shares; 2025Q1: 85,373 shares; 2025Q2: 87,113 shares; 2025Q3: 85,775 shares; 2025Q4: 88,395 shares; 2026Q1: 88,163 shares 88,163 $3.7M 0.16% -232 Timeline SPMB 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: 27,080 shares; 2024Q4: 119,396 shares; 2025Q1: 138,006 shares; 2025Q2: 168,116 shares; 2025Q3: 149,995 shares; 2025Q4: 159,212 shares; 2026Q1: 163,560 shares 163,560 $3.66M 0.16% +4,348 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,671 shares; 2025Q3: 87,605 shares; 2025Q4: 88,447 shares; 2026Q1: 91,634 shares 91,634 $3.65M 0.16% +3,187 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,447 shares; 2024Q4: 2,446 shares; 2025Q1: 7,811 shares; 2025Q2: 11,337 shares; 2025Q3: 5,642 shares; 2025Q4: 7,061 shares; 2026Q1: 13,307 shares 13,307 $3.62M 0.16% +6,246 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,983 shares; 2025Q3: 18,859 shares; 2025Q4: 11,191 shares; 2026Q1: 21,834 shares 21,834 $3.61M 0.16% +10,643 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: 21,318 shares; 2024Q4: 22,419 shares; 2025Q1: 19,599 shares; 2025Q2: 18,221 shares; 2025Q3: 19,461 shares; 2025Q4: 19,891 shares; 2026Q1: 24,354 shares 24,354 $3.56M 0.16% +4,463 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,710 shares; 2024Q4: 52,081 shares; 2025Q1: 52,836 shares; 2025Q2: 54,658 shares; 2025Q3: 55,243 shares; 2025Q4: 56,400 shares; 2026Q1: 65,513 shares 65,513 $3.5M 0.15% +9,113 Timeline TAXF 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: 78,059 shares; 2024Q4: 90,056 shares; 2025Q1: 92,448 shares; 2025Q2: 82,073 shares; 2025Q3: 70,318 shares; 2025Q4: 69,798 shares; 2026Q1: 69,628 shares 69,628 $3.48M 0.15% -170 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,463 shares; 2024Q4: 9,489 shares; 2025Q1: 15,479 shares; 2025Q2: 18,073 shares; 2025Q3: 17,580 shares; 2025Q4: 17,115 shares; 2026Q1: 16,541 shares 16,541 $3.44M 0.15% -574 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: 14,477 shares; 2024Q4: 14,584 shares; 2025Q1: 21,697 shares; 2025Q2: 17,019 shares; 2025Q3: 19,888 shares; 2025Q4: 33,905 shares; 2026Q1: 34,827 shares 34,827 $3.41M 0.15% +922 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,740 shares; 2024Q4: 4,992 shares; 2025Q1: 5,049 shares; 2025Q2: 9,021 shares; 2025Q3: 9,689 shares; 2025Q4: 10,072 shares; 2026Q1: 10,960 shares 10,960 $3.31M 0.15% +888 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: 16,732 shares; 2024Q4: 17,408 shares; 2025Q1: 17,455 shares; 2025Q2: 13,526 shares; 2025Q3: 13,422 shares; 2025Q4: 13,201 shares; 2026Q1: 13,224 shares 13,224 $3.29M 0.15% +23 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,992 shares; 2024Q4: 48,861 shares; 2025Q1: 54,139 shares; 2025Q2: 62,718 shares; 2025Q3: 65,436 shares; 2025Q4: 73,037 shares; 2026Q1: 80,716 shares 80,716 $3.27M 0.14% +7,679 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: 34,172 shares; 2024Q4: 34,369 shares; 2025Q1: 35,557 shares; 2025Q2: 175,274 shares; 2025Q3: 172,297 shares; 2025Q4: 168,170 shares; 2026Q1: 167,350 shares 167,350 $3.23M 0.14% -820 Timeline MINO 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: 53,428 shares; 2024Q4: 54,733 shares; 2025Q1: 56,529 shares; 2025Q2: 56,866 shares; 2025Q3: 66,261 shares; 2025Q4: 69,212 shares; 2026Q1: 70,242 shares 70,242 $3.17M 0.14% +1,030 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: 8,405 shares; 2024Q4: 8,189 shares; 2025Q1: 8,427 shares; 2025Q2: 9,768 shares; 2025Q3: 9,101 shares; 2025Q4: 9,608 shares; 2026Q1: 9,380 shares 9,380 $3.17M 0.14% -228 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,990 shares; 2024Q4: 92,141 shares; 2025Q1: 92,496 shares; 2025Q2: 89,776 shares; 2025Q3: 94,050 shares; 2025Q4: 86,669 shares; 2026Q1: 63,485 shares 63,485 $3.14M 0.14% -23,184 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: 18,809 shares; 2024Q4: 18,608 shares; 2025Q1: 18,465 shares; 2025Q2: 18,276 shares; 2025Q3: 17,587 shares; 2025Q4: 16,624 shares; 2026Q1: 16,517 shares 16,517 $3.13M 0.14% -107 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,276 shares; 2024Q4: 8,931 shares; 2025Q1: 9,224 shares; 2025Q2: 10,178 shares; 2025Q3: 9,851 shares; 2025Q4: 9,638 shares; 2026Q1: 9,609 shares 9,609 $3.08M 0.14% -29 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: 224,024 shares; 2024Q4: 116,546 shares; 2025Q1: 88,915 shares; 2025Q2: 59,811 shares; 2025Q3: 61,464 shares; 2025Q4: 65,457 shares; 2026Q1: 60,590 shares 60,590 $2.99M 0.13% -4,867 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,777 shares; 2024Q4: 2,519 shares; 2025Q1: 2,575 shares; 2025Q2: 2,646 shares; 2025Q3: 2,902 shares; 2025Q4: 2,992 shares; 2026Q1: 3,001 shares 3,001 $2.99M 0.13% +9 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: 4,644 shares; 2024Q4: 4,669 shares; 2025Q1: 11,748 shares; 2025Q2: 32,822 shares; 2025Q3: 37,401 shares; 2025Q4: 40,640 shares; 2026Q1: 40,311 shares 40,311 $2.98M 0.13% -329 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,687 shares; 2024Q4: 5,581 shares; 2025Q1: 5,385 shares; 2025Q2: 5,663 shares; 2025Q3: 6,326 shares; 2025Q4: 8,288 shares; 2026Q1: 9,750 shares 9,750 $2.95M 0.13% +1,462 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,815 shares; 2024Q4: 16,316 shares; 2025Q1: 16,527 shares; 2025Q2: 26,879 shares; 2025Q3: 21,748 shares; 2025Q4: 23,129 shares; 2026Q1: 24,203 shares 24,203 $2.87M 0.13% +1,074 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: 12,931 shares; 2024Q4: 13,461 shares; 2025Q1: 13,597 shares; 2025Q2: 13,076 shares; 2025Q3: 11,301 shares; 2025Q4: 10,000 shares; 2026Q1: 11,215 shares 11,215 $2.78M 0.12% +1,215 Timeline PRFD 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 reported; 2024Q4: not reported; 2025Q1: 94,212 shares; 2025Q2: 113,109 shares; 2025Q3: 94,235 shares; 2025Q4: 93,230 shares; 2026Q1: 54,324 shares 54,324 $2.75M 0.12% -38,906 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,747 shares; 2025Q4: 36,073 shares; 2026Q1: 36,619 shares 36,619 $2.73M 0.12% +546 Timeline SVOL SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,113 shares; 2024Q4: 103,865 shares; 2025Q1: 165,637 shares; 2025Q2: 189,097 shares; 2025Q3: 201,466 shares; 2025Q4: 187,674 shares; 2026Q1: 177,664 shares 177,664 $2.73M 0.12% -10,010 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: 9,320 shares; 2024Q4: 9,258 shares; 2025Q1: 10,055 shares; 2025Q2: 11,271 shares; 2025Q3: 12,519 shares; 2025Q4: 11,703 shares; 2026Q1: 13,974 shares 13,974 $2.71M 0.12% +2,271 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,019 shares; 2024Q4: 30,364 shares; 2025Q1: 29,740 shares; 2025Q2: 29,218 shares; 2025Q3: 29,155 shares; 2025Q4: 29,072 shares; 2026Q1: 28,639 shares 28,639 $2.66M 0.12% -433 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,017 shares; 2024Q4: 7,741 shares; 2025Q1: 7,859 shares; 2025Q2: 8,141 shares; 2025Q3: 8,140 shares; 2025Q4: 9,370 shares; 2026Q1: 10,270 shares 10,270 $2.64M 0.12% +900 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: 74,713 shares; 2024Q4: 69,385 shares; 2025Q1: 100,229 shares; 2025Q2: 84,685 shares; 2025Q3: 75,918 shares; 2025Q4: 75,911 shares; 2026Q1: 47,433 shares 47,433 $2.63M 0.12% -28,478 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: 5,067 shares; 2024Q4: 5,546 shares; 2025Q1: 5,565 shares; 2025Q2: 5,299 shares; 2025Q3: 5,288 shares; 2025Q4: 5,329 shares; 2026Q1: 5,168 shares 5,168 $2.58M 0.11% -161 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: 19,073 shares; 2024Q4: 14,146 shares; 2025Q1: 13,787 shares; 2025Q2: 18,034 shares; 2025Q3: 18,078 shares; 2025Q4: 17,702 shares; 2026Q1: 17,628 shares 17,628 $2.57M 0.11% -74 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: 9,279 shares; 2024Q4: 9,847 shares; 2025Q1: 10,587 shares; 2025Q2: 11,931 shares; 2025Q3: 11,787 shares; 2025Q4: 11,692 shares; 2026Q1: 12,593 shares 12,593 $2.56M 0.11% +901 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,693 shares; 2024Q4: 14,940 shares; 2025Q1: 19,228 shares; 2025Q2: 22,907 shares; 2025Q3: 28,308 shares; 2025Q4: 30,343 shares; 2026Q1: 33,743 shares 33,743 $2.54M 0.11% +3,400 Timeline BUFZ 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: 29,173 shares; 2024Q4: 33,156 shares; 2025Q1: 39,145 shares; 2025Q2: 83,622 shares; 2025Q3: 89,010 shares; 2025Q4: 99,344 shares; 2026Q1: 95,535 shares 95,535 $2.51M 0.11% -3,809 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: 80,251 shares; 2024Q4: 60,133 shares; 2025Q1: 64,534 shares; 2025Q2: 71,193 shares; 2025Q3: 89,466 shares; 2025Q4: 9,083 shares; 2026Q1: 25,393 shares 25,393 $2.5M 0.11% +16,310 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: 1,174 shares; 2024Q4: 1,154 shares; 2025Q1: 1,068 shares; 2025Q2: 8,110 shares; 2025Q3: 8,976 shares; 2025Q4: 9,051 shares; 2026Q1: 8,844 shares 8,844 $2.39M 0.11% -207 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: 11,190 shares; 2024Q4: 64,504 shares; 2025Q1: 64,513 shares; 2025Q2: 64,545 shares; 2025Q3: 63,650 shares; 2025Q4: 63,531 shares; 2026Q1: 63,134 shares 63,134 $2.39M 0.11% -397 Timeline AVMU 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: 18,534 shares; 2024Q4: 31,404 shares; 2025Q1: 30,766 shares; 2025Q2: 47,442 shares; 2025Q3: 47,737 shares; 2025Q4: 48,880 shares; 2026Q1: 51,765 shares 51,765 $2.37M 0.1% +2,885 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: 7,759 shares; 2024Q4: 7,613 shares; 2025Q1: 7,563 shares; 2025Q2: 11,237 shares; 2025Q3: 11,444 shares; 2025Q4: 11,264 shares; 2026Q1: 11,845 shares 11,845 $2.36M 0.1% +581 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: 87,244 shares; 2024Q4: 87,654 shares; 2025Q1: 83,359 shares; 2025Q2: 85,364 shares; 2025Q3: 44,707 shares; 2025Q4: 42,788 shares; 2026Q1: 44,303 shares 44,303 $2.31M 0.1% +1,515 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,783 shares; 2024Q4: 34,095 shares; 2025Q1: 34,755 shares; 2025Q2: 34,918 shares; 2025Q3: 35,102 shares; 2025Q4: 34,176 shares; 2026Q1: 35,510 shares 35,510 $2.29M 0.1% +1,334 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,963 shares; 2024Q4: 28,965 shares; 2025Q1: 28,395 shares; 2025Q2: 28,084 shares; 2025Q3: 27,514 shares; 2025Q4: 31,593 shares; 2026Q1: 72,508 shares 72,508 $2.27M 0.1% +40,915 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,694 shares; 2024Q4: 2,612 shares; 2025Q1: 2,552 shares; 2025Q2: 2,832 shares; 2025Q3: 3,187 shares; 2025Q4: 3,185 shares; 2026Q1: 3,166 shares 3,166 $2.24M 0.1% -19 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: 7,825 shares; 2024Q4: 7,723 shares; 2025Q1: 7,341 shares; 2025Q2: 7,283 shares; 2025Q3: 7,091 shares; 2025Q4: 6,927 shares; 2026Q1: 6,970 shares 6,970 $2.19M 0.1% +43 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: 7,106 shares; 2024Q4: 2,008 shares; 2025Q1: 1,816 shares; 2025Q2: 1,837 shares; 2025Q3: 1,921 shares; 2025Q4: 1,878 shares; 2026Q1: 3,132 shares 3,132 $2.19M 0.1% +1,254 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: 44,604 shares; 2024Q4: 42,255 shares; 2025Q1: 42,424 shares; 2025Q2: 42,674 shares; 2025Q3: 42,738 shares; 2025Q4: 44,442 shares; 2026Q1: 44,623 shares 44,623 $2.18M 0.1% +181 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 reported; 2024Q4: 7,213 shares; 2025Q1: 12,243 shares; 2025Q2: 12,601 shares; 2025Q3: 37,066 shares; 2025Q4: 51,034 shares; 2026Q1: 52,165 shares 52,165 $2.1M 0.09% +1,131 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,470 shares; 2024Q4: 21,826 shares; 2025Q1: 21,753 shares; 2025Q2: 39,125 shares; 2025Q3: 75,283 shares; 2025Q4: 30,813 shares; 2026Q1: 23,750 shares 23,750 $2.05M 0.09% -7,063 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: 4,949 shares; 2024Q4: 5,193 shares; 2025Q1: 5,279 shares; 2025Q2: 6,026 shares; 2025Q3: 6,947 shares; 2025Q4: 6,783 shares; 2026Q1: 6,603 shares 6,603 $2.05M 0.09% -180 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 605 shares; 2024Q4: 605 shares; 2025Q1: 605 shares; 2025Q2: 605 shares; 2025Q3: 605 shares; 2025Q4: 605 shares; 2026Q1: 605 shares 605 $2.04M 0.09% 0 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,422 shares; 2024Q4: 35,376 shares; 2025Q1: 34,364 shares; 2025Q2: 35,027 shares; 2025Q3: 29,777 shares; 2025Q4: 25,780 shares; 2026Q1: 25,734 shares 25,734 $2.03M 0.09% -46 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,643 shares; 2024Q4: 37,309 shares; 2025Q1: 25,966 shares; 2025Q2: 27,942 shares; 2025Q3: 29,144 shares; 2025Q4: 25,786 shares; 2026Q1: 21,740 shares 21,740 $2.02M 0.09% -4,046 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: 21,270 shares; 2024Q4: 21,091 shares; 2025Q1: 20,759 shares; 2025Q2: 20,867 shares; 2025Q3: 20,339 shares; 2025Q4: 17,743 shares; 2026Q1: 17,710 shares 17,710 $1.97M 0.09% -33 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: 6,321 shares; 2024Q4: 6,486 shares; 2025Q1: 10,868 shares; 2025Q2: 9,777 shares; 2025Q3: 9,401 shares; 2025Q4: 10,262 shares; 2026Q1: 10,276 shares 10,276 $1.97M 0.09% +14 Timeline FPEI 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 reported; 2024Q4: not reported; 2025Q1: 73,729 shares; 2025Q2: 176,044 shares; 2025Q3: 103,272 shares; 2025Q4: 96,793 shares; 2026Q1: 103,512 shares 103,512 $1.97M 0.09% +6,719 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,244 shares; 2024Q4: 41,969 shares; 2025Q1: 42,578 shares; 2025Q2: 39,086 shares; 2025Q3: 43,092 shares; 2025Q4: 41,506 shares; 2026Q1: 42,533 shares 42,533 $1.91M 0.08% +1,027 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: 11,577 shares; 2024Q4: 11,717 shares; 2025Q1: 12,378 shares; 2025Q2: 15,324 shares; 2025Q3: 15,429 shares; 2025Q4: 12,587 shares; 2026Q1: 12,566 shares 12,566 $1.85M 0.08% -21 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,728 shares; 2024Q4: 19,454 shares; 2025Q1: 19,712 shares; 2025Q2: 19,722 shares; 2025Q3: 20,035 shares; 2025Q4: 21,162 shares; 2026Q1: 20,561 shares 20,561 $1.82M 0.08% -601 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,641 shares; 2024Q4: 59,416 shares; 2025Q1: 70,102 shares; 2025Q2: 75,401 shares; 2025Q3: 74,873 shares; 2025Q4: 73,698 shares; 2026Q1: 80,277 shares 80,277 $1.81M 0.08% +6,579 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: 23,908 shares; 2024Q4: 24,256 shares; 2025Q1: 24,320 shares; 2025Q2: 24,515 shares; 2025Q3: 23,652 shares; 2025Q4: 23,739 shares; 2026Q1: 23,998 shares 23,998 $1.8M 0.08% +259 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: 2,531 shares; 2024Q4: 2,358 shares; 2025Q1: 1,990 shares; 2025Q2: 1,649 shares; 2025Q3: 1,732 shares; 2025Q4: 1,666 shares; 2026Q1: 11,136 shares 11,136 $1.8M 0.08% +9,470 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,076 shares; 2025Q4: 7,665 shares; 2026Q1: 10,951 shares 10,951 $1.79M 0.08% +3,286 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: 11,279 shares; 2024Q4: 9,667 shares; 2025Q1: 9,635 shares; 2025Q2: 9,653 shares; 2025Q3: 9,988 shares; 2025Q4: 9,989 shares; 2026Q1: 9,869 shares 9,869 $1.79M 0.08% -120 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: 39,427 shares; 2024Q4: 40,390 shares; 2025Q1: 38,793 shares; 2025Q2: 38,411 shares; 2025Q3: 38,442 shares; 2025Q4: 36,811 shares; 2026Q1: 33,902 shares 33,902 $1.79M 0.08% -2,909 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,715 shares; 2024Q4: 55,522 shares; 2025Q1: 59,541 shares; 2025Q2: 47,531 shares; 2025Q3: 47,439 shares; 2025Q4: 45,409 shares; 2026Q1: 41,468 shares 41,468 $1.79M 0.08% -3,941 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: 1,801 shares; 2024Q4: 2,035 shares; 2025Q1: 2,328 shares; 2025Q2: 4,764 shares; 2025Q3: 5,127 shares; 2025Q4: 5,061 shares; 2026Q1: 5,131 shares 5,131 $1.73M 0.08% +70 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,100 shares; 2025Q4: 31,718 shares; 2026Q1: 33,532 shares 33,532 $1.72M 0.08% +1,814 Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,223 shares; 2024Q4: 5,225 shares; 2025Q1: 5,227 shares; 2025Q2: 57,989 shares; 2025Q3: 48,087 shares; 2025Q4: 38,484 shares; 2026Q1: 30,987 shares 30,987 $1.68M 0.07% -7,497 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,843 shares; 2026Q1: 31,625 shares 31,625 $1.67M 0.07% -4,218 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,090 shares; 2025Q3: 21,637 shares; 2025Q4: 23,801 shares; 2026Q1: 25,278 shares 25,278 $1.66M 0.07% +1,477 Timeline EVLN MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,559 shares; 2025Q2: 26,938 shares; 2025Q3: 29,376 shares; 2025Q4: 31,811 shares; 2026Q1: 34,394 shares 34,394 $1.66M 0.07% +2,583 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,017 shares; 2024Q4: 59,299 shares; 2025Q1: 65,736 shares; 2025Q2: 32,120 shares; 2025Q3: 34,039 shares; 2025Q4: 34,032 shares; 2026Q1: 34,129 shares 34,129 $1.65M 0.07% +97 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,298 shares; 2024Q4: 17,597 shares; 2025Q1: 16,832 shares; 2025Q2: 16,960 shares; 2025Q3: 16,931 shares; 2025Q4: 15,222 shares; 2026Q1: 15,255 shares 15,255 $1.64M 0.07% +33 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 131,817 shares; 2025Q2: 187,727 shares; 2025Q3: 159,068 shares; 2025Q4: 123,740 shares; 2026Q1: 33,968 shares 33,968 $1.61M 0.07% -89,772 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,385 shares; 2024Q4: 13,304 shares; 2025Q1: 13,250 shares; 2025Q2: 13,299 shares; 2025Q3: 13,222 shares; 2025Q4: 13,227 shares; 2026Q1: 13,082 shares 13,082 $1.56M 0.07% -145 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,124 shares; 2024Q4: 74,298 shares; 2025Q1: 70,128 shares; 2025Q2: 48,949 shares; 2025Q3: 45,065 shares; 2025Q4: 36,007 shares; 2026Q1: 30,890 shares 30,890 $1.54M 0.07% -5,117 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,022 shares; 2024Q4: 52,115 shares; 2025Q1: 51,452 shares; 2025Q2: 45,088 shares; 2025Q3: 44,612 shares; 2025Q4: 43,803 shares; 2026Q1: 38,317 shares 38,317 $1.54M 0.07% -5,486 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: 7,131 shares; 2024Q4: 7,048 shares; 2025Q1: 7,113 shares; 2025Q2: 7,076 shares; 2025Q3: 7,507 shares; 2025Q4: 6,713 shares; 2026Q1: 6,778 shares 6,778 $1.53M 0.07% +65 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,199 shares; 2025Q2: 29,624 shares; 2025Q3: 25,421 shares; 2025Q4: 14,570 shares; 2026Q1: 14,841 shares 14,841 $1.49M 0.07% +271 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,788 shares; 2025Q3: 8,788 shares; 2025Q4: 8,788 shares; 2026Q1: 8,800 shares 8,800 $1.49M 0.07% +12 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: 9,791 shares; 2024Q4: 9,855 shares; 2025Q1: 10,624 shares; 2025Q2: 10,571 shares; 2025Q3: 10,612 shares; 2025Q4: 10,540 shares; 2026Q1: 10,228 shares 10,228 $1.46M 0.06% -312 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,031 shares; 2024Q4: 1,120 shares; 2025Q1: 1,220 shares; 2025Q2: 1,226 shares; 2025Q3: 1,247 shares; 2025Q4: 13,418 shares; 2026Q1: 14,573 shares 14,573 $1.4M 0.06% +1,155 Timeline AUMI THEMES ETF TR More: the full row for THEMES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,765 shares; 2025Q4: 6,998 shares; 2026Q1: 14,107 shares 14,107 $1.36M 0.06% +7,109 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: 35,022 shares; 2024Q4: 43,471 shares; 2025Q1: 45,358 shares; 2025Q2: 46,969 shares; 2025Q3: 44,041 shares; 2025Q4: 45,871 shares; 2026Q1: 46,672 shares 46,672 $1.35M 0.06% +801 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,418 shares; 2024Q4: 12,083 shares; 2025Q1: 8,338 shares; 2025Q2: 13,393 shares; 2025Q3: 17,938 shares; 2025Q4: 21,674 shares; 2026Q1: 21,701 shares 21,701 $1.34M 0.06% +27 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 reported; 2024Q4: not reported; 2025Q1: 17,295 shares; 2025Q2: 107,073 shares; 2025Q3: 109,902 shares; 2025Q4: 94,824 shares; 2026Q1: 55,503 shares 55,503 $1.33M 0.06% -39,321 Timeline BUFY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 59,047 shares 59,047 $1.32M 0.06% new Timeline HYBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,016 shares; 2024Q4: 45,125 shares; 2025Q1: 43,809 shares; 2025Q2: not reported; 2025Q3: 15,834 shares; 2025Q4: 28,560 shares; 2026Q1: 28,377 shares 28,377 $1.32M 0.06% -183 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: 3,315 shares; 2024Q4: 5,078 shares; 2025Q1: 5,193 shares; 2025Q2: 4,542 shares; 2025Q3: 13,612 shares; 2025Q4: 14,064 shares; 2026Q1: 11,757 shares 11,757 $1.32M 0.06% -2,307 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,519 shares; 2024Q4: 20,435 shares; 2025Q1: 19,654 shares; 2025Q2: 21,389 shares; 2025Q3: 10,901 shares; 2025Q4: 10,458 shares; 2026Q1: 10,849 shares 10,849 $1.31M 0.06% +391 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,328 shares; 2024Q4: 63,564 shares; 2025Q1: 59,565 shares; 2025Q2: 29,988 shares; 2025Q3: 14,139 shares; 2025Q4: 14,206 shares; 2026Q1: 12,620 shares 12,620 $1.3M 0.06% -1,586 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: 1,766 shares; 2024Q4: 2,470 shares; 2025Q1: 7,437 shares; 2025Q2: 8,883 shares; 2025Q3: 8,937 shares; 2025Q4: 7,994 shares; 2026Q1: 7,923 shares 7,923 $1.3M 0.06% -71 Timeline WTPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,747 shares; 2025Q2: 34,099 shares; 2025Q3: 35,904 shares; 2025Q4: 37,379 shares; 2026Q1: 40,560 shares 40,560 $1.29M 0.06% +3,181 Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,047 shares; 2025Q2: 14,854 shares; 2025Q3: 14,854 shares; 2025Q4: 18,567 shares; 2026Q1: 38,468 shares 38,468 $1.29M 0.06% +19,901 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,307 shares; 2025Q3: 7,318 shares; 2025Q4: 12,549 shares; 2026Q1: 14,278 shares 14,278 $1.29M 0.06% +1,729 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,737 shares; 2025Q3: 16,071 shares; 2025Q4: 15,853 shares; 2026Q1: 8,834 shares 8,834 $1.28M 0.06% -7,019 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,177 shares; 2025Q4: 8,534 shares; 2026Q1: 23,438 shares 23,438 $1.28M 0.06% +14,904 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,709 shares; 2024Q4: 11,762 shares; 2025Q1: 10,908 shares; 2025Q2: 11,104 shares; 2025Q3: 9,950 shares; 2025Q4: 9,471 shares; 2026Q1: 9,294 shares 9,294 $1.25M 0.06% -177 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: 6,221 shares; 2024Q4: 8,572 shares; 2025Q1: 9,619 shares; 2025Q2: 9,518 shares; 2025Q3: 9,756 shares; 2025Q4: 9,962 shares; 2026Q1: 9,965 shares 9,965 $1.24M 0.06% +3 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: 26,063 shares; 2024Q4: 25,882 shares; 2025Q1: 10,537 shares; 2025Q2: 10,254 shares; 2025Q3: 10,833 shares; 2025Q4: 10,613 shares; 2026Q1: 13,503 shares 13,503 $1.24M 0.05% +2,890 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,058 shares; 2024Q4: 7,057 shares; 2025Q1: 8,653 shares; 2025Q2: 12,634 shares; 2025Q3: 11,222 shares; 2025Q4: 11,224 shares; 2026Q1: 11,243 shares 11,243 $1.24M 0.05% +19 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,899 shares; 2024Q4: 5,085 shares; 2025Q1: 5,153 shares; 2025Q2: 5,186 shares; 2025Q3: 7,159 shares; 2025Q4: 7,595 shares; 2026Q1: 8,293 shares 8,293 $1.23M 0.05% +698 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,947 shares; 2025Q3: 30,695 shares; 2025Q4: 34,396 shares; 2026Q1: 27,126 shares 27,126 $1.21M 0.05% -7,270 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,162 shares; 2024Q4: 3,172 shares; 2025Q1: 3,180 shares; 2025Q2: 3,189 shares; 2025Q3: 3,196 shares; 2025Q4: 3,205 shares; 2026Q1: 3,212 shares 3,212 $1.19M 0.05% +7 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,680 shares; 2024Q4: 8,563 shares; 2025Q1: 38,646 shares; 2025Q2: 47,547 shares; 2025Q3: 40,463 shares; 2025Q4: 46,558 shares; 2026Q1: 60,686 shares 60,686 $1.16M 0.05% +14,128 Timeline FMBH FIRST MID BANCSHARES INC More: the full row for FIRST MID BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,190 shares; 2024Q4: 28,131 shares; 2025Q1: 28,131 shares; 2025Q2: 28,131 shares; 2025Q3: 28,131 shares; 2025Q4: 28,131 shares; 2026Q1: 28,131 shares 28,131 $1.16M 0.05% 0 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: 6,275 shares; 2024Q4: 6,248 shares; 2025Q1: 6,360 shares; 2025Q2: 6,020 shares; 2025Q3: 6,061 shares; 2025Q4: 6,104 shares; 2026Q1: 6,031 shares 6,031 $1.16M 0.05% -73 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,974 shares; 2025Q4: 53,712 shares; 2026Q1: 57,720 shares 57,720 $1.15M 0.05% +4,008 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,675 shares; 2024Q4: 13,557 shares; 2025Q1: 12,893 shares; 2025Q2: 13,041 shares; 2025Q3: 13,293 shares; 2025Q4: 12,949 shares; 2026Q1: 12,879 shares 12,879 $1.14M 0.05% -70 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,670 shares; 2024Q4: 18,927 shares; 2025Q1: 27,893 shares; 2025Q2: 28,922 shares; 2025Q3: 30,763 shares; 2025Q4: 31,221 shares; 2026Q1: 32,083 shares 32,083 $1.14M 0.05% +862 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,395 shares; 2024Q4: 4,211 shares; 2025Q1: 4,208 shares; 2025Q2: 4,212 shares; 2025Q3: 4,122 shares; 2025Q4: 4,698 shares; 2026Q1: 4,694 shares 4,694 $1.14M 0.05% -4 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: 13,270 shares; 2024Q4: 14,915 shares; 2025Q1: 14,184 shares; 2025Q2: 14,732 shares; 2025Q3: 15,018 shares; 2025Q4: 15,032 shares; 2026Q1: 16,235 shares 16,235 $1.13M 0.05% +1,203 Timeline AVIG 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: 130,882 shares; 2024Q4: 144,962 shares; 2025Q1: 46,766 shares; 2025Q2: 7,967 shares; 2025Q3: not reported; 2025Q4: 12,035 shares; 2026Q1: 27,004 shares 27,004 $1.12M 0.05% +14,969 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,616 shares; 2025Q2: 154,771 shares; 2025Q3: 99,239 shares; 2025Q4: 48,378 shares; 2026Q1: 28,075 shares 28,075 $1.12M 0.05% -20,303 Timeline YMAR 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: 58,135 shares; 2024Q4: 58,135 shares; 2025Q1: 59,135 shares; 2025Q2: 45,229 shares; 2025Q3: 45,145 shares; 2025Q4: 44,765 shares; 2026Q1: 40,800 shares 40,800 $1.12M 0.05% -3,965 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: 6,529 shares; 2024Q4: 6,597 shares; 2025Q1: 7,423 shares; 2025Q2: 7,513 shares; 2025Q3: 7,206 shares; 2025Q4: 7,364 shares; 2026Q1: 6,766 shares 6,766 $1.11M 0.05% -598 Timeline ACSG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,089 shares 28,089 $1.11M 0.05% new Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,785 shares; 2024Q4: 5,890 shares; 2025Q1: 8,025 shares; 2025Q2: 8,107 shares; 2025Q3: 8,520 shares; 2025Q4: 7,383 shares; 2026Q1: 7,616 shares 7,616 $1.1M 0.05% +233 Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,363 shares; 2024Q4: 85,850 shares; 2025Q1: 71,312 shares; 2025Q2: 34,839 shares; 2025Q3: 34,077 shares; 2025Q4: 34,331 shares; 2026Q1: 30,720 shares 30,720 $1.1M 0.05% -3,611 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,715 shares; 2024Q4: 44,384 shares; 2025Q1: 43,088 shares; 2025Q2: 42,502 shares; 2025Q3: 41,103 shares; 2025Q4: 40,348 shares; 2026Q1: 27,588 shares 27,588 $1.1M 0.05% -12,760 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,129 shares; 2024Q4: 18,730 shares; 2025Q1: 14,563 shares; 2025Q2: 10,930 shares; 2025Q3: 10,702 shares; 2025Q4: 10,018 shares; 2026Q1: 11,283 shares 11,283 $1.09M 0.05% +1,265 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: 3,752 shares; 2024Q4: 3,676 shares; 2025Q1: 3,678 shares; 2025Q2: 5,121 shares; 2025Q3: 5,065 shares; 2025Q4: 4,883 shares; 2026Q1: 5,002 shares 5,002 $1.09M 0.05% +119 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: 4,348 shares; 2024Q4: 4,278 shares; 2025Q1: 5,129 shares; 2025Q2: 4,864 shares; 2025Q3: 4,877 shares; 2025Q4: 4,969 shares; 2026Q1: 5,203 shares 5,203 $1.08M 0.05% +234 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,189 shares; 2024Q4: 18,369 shares; 2025Q1: 19,889 shares; 2025Q2: 20,856 shares; 2025Q3: 21,311 shares; 2025Q4: 22,680 shares; 2026Q1: 23,232 shares 23,232 $1.07M 0.05% +552 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: 3,239 shares; 2024Q4: 3,666 shares; 2025Q1: 4,205 shares; 2025Q2: 5,342 shares; 2025Q3: 5,383 shares; 2025Q4: 5,712 shares; 2026Q1: 5,724 shares 5,724 $1.07M 0.05% +12 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,060 shares; 2024Q4: 1,196 shares; 2025Q1: 1,234 shares; 2025Q2: 1,282 shares; 2025Q3: 1,878 shares; 2025Q4: 1,948 shares; 2026Q1: 1,874 shares 1,874 $1.06M 0.05% -74 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 617 shares; 2024Q4: 720 shares; 2025Q1: 613 shares; 2025Q2: 634 shares; 2025Q3: 635 shares; 2025Q4: 584 shares; 2026Q1: 606 shares 606 $1.05M 0.05% +22 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: 13,083 shares; 2024Q4: 12,976 shares; 2025Q1: 18,940 shares; 2025Q2: 16,010 shares; 2025Q3: 18,720 shares; 2025Q4: 19,548 shares; 2026Q1: 13,958 shares 13,958 $1.05M 0.05% -5,590 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,254 shares; 2025Q3: 46,190 shares; 2025Q4: 44,849 shares; 2026Q1: 45,704 shares 45,704 $1.05M 0.05% +855 Timeline SETM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,638 shares 31,638 $1.05M 0.05% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,623 shares 13,623 $1.04M 0.05% new 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: 3,118 shares; 2024Q4: 2,656 shares; 2025Q1: 2,608 shares; 2025Q2: 2,688 shares; 2025Q3: 2,675 shares; 2025Q4: 2,661 shares; 2026Q1: 3,048 shares 3,048 $1.04M 0.05% +387 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,332 shares; 2024Q4: 7,432 shares; 2025Q1: 5,275 shares; 2025Q2: 7,044 shares; 2025Q3: 11,854 shares; 2025Q4: 22,791 shares; 2026Q1: 22,616 shares 22,616 $1.04M 0.05% -175 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 152,442 shares; 2025Q1: 153,251 shares; 2025Q2: 20,808 shares; 2025Q3: 22,733 shares; 2025Q4: 23,183 shares; 2026Q1: 22,438 shares 22,438 $1.04M 0.05% -745 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: 8,778 shares; 2024Q4: 10,001 shares; 2025Q1: 15,037 shares; 2025Q2: 15,579 shares; 2025Q3: 17,176 shares; 2025Q4: 24,987 shares; 2026Q1: 26,787 shares 26,787 $1.03M 0.05% +1,800 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,969 shares; 2024Q4: 5,096 shares; 2025Q1: 5,096 shares; 2025Q2: 6,038 shares; 2025Q3: 11,535 shares; 2025Q4: 11,635 shares; 2026Q1: 12,300 shares 12,300 $1.03M 0.05% +665 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,940 shares; 2024Q4: 37,015 shares; 2025Q1: 35,768 shares; 2025Q2: 36,496 shares; 2025Q3: 37,626 shares; 2025Q4: 24,098 shares; 2026Q1: 28,718 shares 28,718 $1.03M 0.05% +4,620 Timeline DRLL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,232 shares; 2024Q4: 103,045 shares; 2025Q1: 81,579 shares; 2025Q2: 43,172 shares; 2025Q3: 31,025 shares; 2025Q4: 29,391 shares; 2026Q1: 25,890 shares 25,890 $1.02M 0.05% -3,501 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: 1,971 shares; 2024Q4: 2,170 shares; 2025Q1: 2,268 shares; 2025Q2: 2,246 shares; 2025Q3: 2,192 shares; 2025Q4: 2,185 shares; 2026Q1: 2,196 shares 2,196 $1.02M 0.04% +11 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: 3,368 shares; 2024Q4: 3,008 shares; 2025Q1: 3,396 shares; 2025Q2: 4,847 shares; 2025Q3: 8,685 shares; 2025Q4: 8,690 shares; 2026Q1: 8,965 shares 8,965 $1.02M 0.04% +275 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,309 shares; 2025Q1: 16,949 shares; 2025Q2: 18,078 shares; 2025Q3: 21,692 shares; 2025Q4: 24,993 shares; 2026Q1: 29,370 shares 29,370 $1.01M 0.04% +4,377 Timeline QMOM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,532 shares; 2025Q1: 9,342 shares; 2025Q2: 11,673 shares; 2025Q3: 13,517 shares; 2025Q4: 13,408 shares; 2026Q1: 14,769 shares 14,769 $1.01M 0.04% +1,361 Timeline VIS 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: 12,571 shares; 2024Q4: 4,244 shares; 2025Q1: 4,005 shares; 2025Q2: 4,187 shares; 2025Q3: 3,559 shares; 2025Q4: 3,202 shares; 2026Q1: 3,217 shares 3,217 $1M 0.04% +15 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,461 shares; 2025Q4: 9,403 shares; 2026Q1: 10,206 shares 10,206 $998K 0.04% +803 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,947 shares; 2024Q4: 35,802 shares; 2025Q1: 31,239 shares; 2025Q2: 19,750 shares; 2025Q3: 11,931 shares; 2025Q4: 11,726 shares; 2026Q1: 10,666 shares 10,666 $989K 0.04% -1,060 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,423 shares; 2025Q1: 16,325 shares; 2025Q2: 17,792 shares; 2025Q3: 15,084 shares; 2025Q4: 15,744 shares; 2026Q1: 17,270 shares 17,270 $988K 0.04% +1,526 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,820 shares 4,820 $982K 0.04% new 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: 885 shares; 2024Q4: 1,042 shares; 2025Q1: 1,288 shares; 2025Q2: 1,089 shares; 2025Q3: 1,194 shares; 2025Q4: 1,194 shares; 2026Q1: 1,158 shares 1,158 $980K 0.04% -36 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 630 shares; 2025Q2: 2,469 shares; 2025Q3: 1,959 shares; 2025Q4: 2,130 shares; 2026Q1: 2,494 shares 2,494 $974K 0.04% +364 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,069 shares; 2024Q4: 5,232 shares; 2025Q1: 5,156 shares; 2025Q2: 5,159 shares; 2025Q3: 6,351 shares; 2025Q4: 8,498 shares; 2026Q1: 15,493 shares 15,493 $971K 0.04% +6,995 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: 10,880 shares; 2024Q4: 12,687 shares; 2025Q1: 18,641 shares; 2025Q2: 18,606 shares; 2025Q3: 9,958 shares; 2025Q4: 11,104 shares; 2026Q1: 12,199 shares 12,199 $971K 0.04% +1,095 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: 5,801 shares; 2024Q4: 5,804 shares; 2025Q1: 6,074 shares; 2025Q2: 5,780 shares; 2025Q3: 5,483 shares; 2025Q4: 6,261 shares; 2026Q1: 5,825 shares 5,825 $963K 0.04% -436 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,338 shares 2,338 $953K 0.04% new Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,138 shares; 2025Q4: 14,067 shares; 2026Q1: 13,435 shares 13,435 $944K 0.04% -632 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 702 shares; 2025Q3: 782 shares; 2025Q4: 910 shares; 2026Q1: 1,057 shares 1,057 $923K 0.04% +147 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,047 shares; 2024Q4: 1,933 shares; 2025Q1: not reported; 2025Q2: 5,665 shares; 2025Q3: 6,805 shares; 2025Q4: 6,407 shares; 2026Q1: 7,103 shares 7,103 $910K 0.04% +696 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,353 shares 8,353 $902K 0.04% new 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: 6,113 shares; 2024Q4: 6,052 shares; 2025Q1: 5,787 shares; 2025Q2: 5,798 shares; 2025Q3: 5,799 shares; 2025Q4: 5,922 shares; 2026Q1: 5,806 shares 5,806 $901K 0.04% -116 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: 17,724 shares; 2024Q4: 6,568 shares; 2025Q1: 6,246 shares; 2025Q2: 6,210 shares; 2025Q3: 5,824 shares; 2025Q4: 5,589 shares; 2026Q1: 6,096 shares 6,096 $894K 0.04% +507 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,316 shares; 2024Q4: 9,550 shares; 2025Q1: 9,695 shares; 2025Q2: 13,040 shares; 2025Q3: 12,464 shares; 2025Q4: 12,573 shares; 2026Q1: 12,423 shares 12,423 $892K 0.04% -150 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: 5,758 shares; 2024Q4: 5,593 shares; 2025Q1: 5,444 shares; 2025Q2: 9,331 shares; 2025Q3: 5,975 shares; 2025Q4: 12,134 shares; 2026Q1: 11,171 shares 11,171 $889K 0.04% -963 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,187 shares; 2025Q3: 2,890 shares; 2025Q4: 6,839 shares; 2026Q1: 7,866 shares 7,866 $871K 0.04% +1,027 Timeline XMLV 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: 14,841 shares; 2024Q4: 14,617 shares; 2025Q1: 14,597 shares; 2025Q2: 14,271 shares; 2025Q3: 14,131 shares; 2025Q4: 14,120 shares; 2026Q1: 13,833 shares 13,833 $871K 0.04% -287 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: 13,946 shares; 2024Q4: 13,918 shares; 2025Q1: 13,941 shares; 2025Q2: 14,246 shares; 2025Q3: 13,799 shares; 2025Q4: 12,475 shares; 2026Q1: 11,693 shares 11,693 $851K 0.04% -782 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,051 shares; 2024Q4: 49,487 shares; 2025Q1: 50,817 shares; 2025Q2: 43,441 shares; 2025Q3: 29,696 shares; 2025Q4: 28,316 shares; 2026Q1: 28,110 shares 28,110 $848K 0.04% -206 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: 1,623 shares; 2024Q4: 1,671 shares; 2025Q1: 1,866 shares; 2025Q2: 1,982 shares; 2025Q3: 2,062 shares; 2025Q4: 7,590 shares; 2026Q1: 8,025 shares 8,025 $839K 0.04% +435 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: 19,996 shares; 2024Q4: 19,888 shares; 2025Q1: 19,864 shares; 2025Q2: 19,772 shares; 2025Q3: 19,695 shares; 2025Q4: 18,444 shares; 2026Q1: 19,160 shares 19,160 $837K 0.04% +716 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: 19,503 shares; 2024Q4: 16,637 shares; 2025Q1: 16,100 shares; 2025Q2: 15,238 shares; 2025Q3: 15,381 shares; 2025Q4: 15,197 shares; 2026Q1: 15,933 shares 15,933 $829K 0.04% +736 Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,386 shares; 2025Q3: 20,386 shares; 2025Q4: 20,386 shares; 2026Q1: 20,386 shares 20,386 $825K 0.04% 0 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,393 shares; 2024Q4: 13,537 shares; 2025Q1: 8,969 shares; 2025Q2: 9,472 shares; 2025Q3: 11,646 shares; 2025Q4: 11,570 shares; 2026Q1: 11,430 shares 11,430 $819K 0.04% -140 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: 2,660 shares; 2024Q4: 2,567 shares; 2025Q1: 2,670 shares; 2025Q2: 3,151 shares; 2025Q3: 3,098 shares; 2025Q4: 4,019 shares; 2026Q1: 3,363 shares 3,363 $815K 0.04% -656 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: 21,223 shares; 2024Q4: 21,806 shares; 2025Q1: 22,650 shares; 2025Q2: 22,985 shares; 2025Q3: 12,748 shares; 2025Q4: 13,198 shares; 2026Q1: 15,067 shares 15,067 $814K 0.04% +1,869 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,957 shares; 2025Q4: 8,970 shares; 2026Q1: 8,021 shares 8,021 $801K 0.04% -949 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,183 shares; 2025Q3: 9,403 shares; 2025Q4: 12,305 shares; 2026Q1: 14,875 shares 14,875 $800K 0.04% +2,570 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,219 shares; 2024Q4: 26,462 shares; 2025Q1: 25,809 shares; 2025Q2: 25,195 shares; 2025Q3: 23,912 shares; 2025Q4: 23,435 shares; 2026Q1: 18,785 shares 18,785 $798K 0.04% -4,650 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,621 shares; 2025Q4: 8,448 shares; 2026Q1: 9,231 shares 9,231 $791K 0.03% +783 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,572 shares; 2025Q2: 8,685 shares; 2025Q3: 27,239 shares; 2025Q4: 26,996 shares; 2026Q1: 29,424 shares 29,424 $773K 0.03% +2,428 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,034 shares; 2024Q4: 3,362 shares; 2025Q1: 3,652 shares; 2025Q2: 4,580 shares; 2025Q3: 5,390 shares; 2025Q4: 5,579 shares; 2026Q1: 6,940 shares 6,940 $773K 0.03% +1,361 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,084 shares 24,084 $769K 0.03% new Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,462 shares; 2024Q4: 5,419 shares; 2025Q1: 5,424 shares; 2025Q2: 9,877 shares; 2025Q3: 14,991 shares; 2025Q4: 13,723 shares; 2026Q1: 13,937 shares 13,937 $764K 0.03% +214 Timeline JHMM 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 reported; 2024Q4: 6,075 shares; 2025Q1: 6,659 shares; 2025Q2: 8,770 shares; 2025Q3: 11,670 shares; 2025Q4: 11,460 shares; 2026Q1: 11,368 shares 11,368 $763K 0.03% -92 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,071 shares; 2025Q3: 14,265 shares; 2025Q4: 16,830 shares; 2026Q1: 19,257 shares 19,257 $760K 0.03% +2,427 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,889 shares; 2024Q4: 23,874 shares; 2025Q1: 23,849 shares; 2025Q2: 23,849 shares; 2025Q3: 23,751 shares; 2025Q4: 23,751 shares; 2026Q1: 17,776 shares 17,776 $759K 0.03% -5,975 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: 47,017 shares; 2024Q4: 50,965 shares; 2025Q1: 59,608 shares; 2025Q2: 78,142 shares; 2025Q3: 11,588 shares; 2025Q4: 10,479 shares; 2026Q1: 11,087 shares 11,087 $757K 0.03% +608 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,440 shares; 2024Q4: 36,370 shares; 2025Q1: 35,955 shares; 2025Q2: 8,002 shares; 2025Q3: 8,641 shares; 2025Q4: 7,671 shares; 2026Q1: 7,808 shares 7,808 $747K 0.03% +137 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,639 shares; 2024Q4: not reported; 2025Q1: 13,174 shares; 2025Q2: 8,097 shares; 2025Q3: 21,650 shares; 2025Q4: 20,626 shares; 2026Q1: 22,779 shares 22,779 $741K 0.03% +2,153 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,322 shares; 2024Q4: 4,458 shares; 2025Q1: 6,036 shares; 2025Q2: 5,805 shares; 2025Q3: 5,546 shares; 2025Q4: 5,182 shares; 2026Q1: 6,591 shares 6,591 $731K 0.03% +1,409 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,485 shares; 2024Q4: 17,561 shares; 2025Q1: 16,840 shares; 2025Q2: 20,624 shares; 2025Q3: 15,066 shares; 2025Q4: 7,768 shares; 2026Q1: 8,543 shares 8,543 $727K 0.03% +775 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,592 shares; 2025Q2: 6,491 shares; 2025Q3: 8,814 shares; 2025Q4: 9,454 shares; 2026Q1: 9,770 shares 9,770 $721K 0.03% +316 Timeline INCM 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: 15,611 shares; 2024Q4: 17,211 shares; 2025Q1: 18,731 shares; 2025Q2: 18,867 shares; 2025Q3: 19,692 shares; 2025Q4: 23,800 shares; 2026Q1: 24,853 shares 24,853 $715K 0.03% +1,053 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,108 shares; 2025Q4: 11,847 shares; 2026Q1: 12,539 shares 12,539 $712K 0.03% +692 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,843 shares; 2024Q4: 3,355 shares; 2025Q1: 3,211 shares; 2025Q2: 2,776 shares; 2025Q3: 2,664 shares; 2025Q4: 2,495 shares; 2026Q1: 2,614 shares 2,614 $697K 0.03% +119 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: 5,499 shares; 2024Q4: 5,504 shares; 2025Q1: 5,617 shares; 2025Q2: 5,958 shares; 2025Q3: 7,914 shares; 2025Q4: 7,662 shares; 2026Q1: 7,905 shares 7,905 $697K 0.03% +243 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,357 shares; 2024Q4: 3,791 shares; 2025Q1: 9,865 shares; 2025Q2: 3,522 shares; 2025Q3: 3,469 shares; 2025Q4: 3,308 shares; 2026Q1: 7,328 shares 7,328 $693K 0.03% +4,020 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,598 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,608 shares; 2025Q3: 4,033 shares; 2025Q4: 5,952 shares; 2026Q1: 9,971 shares 9,971 $683K 0.03% +4,019 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: 4,224 shares; 2024Q4: 1,690 shares; 2025Q1: 1,701 shares; 2025Q2: 1,679 shares; 2025Q3: 1,774 shares; 2025Q4: 1,883 shares; 2026Q1: 1,780 shares 1,780 $683K 0.03% -103 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,551 shares; 2024Q4: 9,551 shares; 2025Q1: 9,070 shares; 2025Q2: 9,070 shares; 2025Q3: 9,070 shares; 2025Q4: 9,070 shares; 2026Q1: 9,616 shares 9,616 $682K 0.03% +546 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: 3,809 shares; 2024Q4: 3,809 shares; 2025Q1: 3,889 shares; 2025Q2: 6,322 shares; 2025Q3: 6,320 shares; 2025Q4: 6,206 shares; 2026Q1: 6,206 shares 6,206 $681K 0.03% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,812 shares; 2025Q1: 4,796 shares; 2025Q2: 4,481 shares; 2025Q3: 4,846 shares; 2025Q4: 4,947 shares; 2026Q1: 5,492 shares 5,492 $674K 0.03% +545 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: 1,905 shares; 2024Q4: 1,891 shares; 2025Q1: 1,851 shares; 2025Q2: 1,788 shares; 2025Q3: 1,795 shares; 2025Q4: 1,805 shares; 2026Q1: 1,868 shares 1,868 $668K 0.03% +63 Timeline DDFS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,643 shares; 2025Q4: 32,559 shares; 2026Q1: 31,359 shares 31,359 $662K 0.03% -1,200 Timeline SHEN SHENANDOAH TELECOMMUNICATION More: the full row for SHENANDOAH TELECOMMUNICATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,350 shares; 2024Q4: 36,705 shares; 2025Q1: 27,850 shares; 2025Q2: 28,160 shares; 2025Q3: 35,365 shares; 2025Q4: 24,275 shares; 2026Q1: 42,365 shares 42,365 $653K 0.03% +18,090 Timeline OMAH 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,472 shares; 2025Q4: 14,507 shares; 2026Q1: 36,105 shares 36,105 $651K 0.03% +21,598 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 reported; 2024Q4: not reported; 2025Q1: 2,281 shares; 2025Q2: 2,361 shares; 2025Q3: 3,213 shares; 2025Q4: 3,952 shares; 2026Q1: 4,659 shares 4,659 $644K 0.03% +707 Timeline JNUG DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,914 shares; 2024Q4: 10,765 shares; 2025Q1: 9,121 shares; 2025Q2: 7,847 shares; 2025Q3: 7,239 shares; 2025Q4: 3,615 shares; 2026Q1: 3,230 shares 3,230 $643K 0.03% -385 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,438 shares; 2024Q4: 6,469 shares; 2025Q1: 6,869 shares; 2025Q2: 7,180 shares; 2025Q3: 7,160 shares; 2025Q4: 6,915 shares; 2026Q1: 6,946 shares 6,946 $643K 0.03% +31 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: 17,502 shares; 2024Q4: 16,703 shares; 2025Q1: 16,699 shares; 2025Q2: 14,433 shares; 2025Q3: 12,562 shares; 2025Q4: 10,499 shares; 2026Q1: 10,503 shares 10,503 $635K 0.03% +4 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: 983 shares; 2024Q4: 911 shares; 2025Q1: 1,118 shares; 2025Q2: 1,353 shares; 2025Q3: 2,112 shares; 2025Q4: 2,212 shares; 2026Q1: 2,084 shares 2,084 $630K 0.03% -128 Timeline SPHY 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: 26,510 shares; 2024Q4: 27,715 shares; 2025Q1: 26,749 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,732 shares; 2026Q1: 26,933 shares 26,933 $628K 0.03% +3,201 Timeline GSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,063 shares; 2024Q4: 19,900 shares; 2025Q1: 12,033 shares; 2025Q2: 11,603 shares; 2025Q3: 11,981 shares; 2025Q4: 11,606 shares; 2026Q1: 11,414 shares 11,414 $624K 0.03% -192 Timeline NVDY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,612 shares; 2024Q4: 22,440 shares; 2025Q1: 28,658 shares; 2025Q2: 34,613 shares; 2025Q3: 37,521 shares; 2025Q4: 43,374 shares; 2026Q1: 47,809 shares 47,809 $621K 0.03% +4,435 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 reported; 2024Q4: not reported; 2025Q1: 9,566 shares; 2025Q2: 9,864 shares; 2025Q3: 12,546 shares; 2025Q4: 16,247 shares; 2026Q1: 18,289 shares 18,289 $610K 0.03% +2,042 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: 18,310 shares; 2024Q4: 17,442 shares; 2025Q1: 16,608 shares; 2025Q2: 16,892 shares; 2025Q3: 8,185 shares; 2025Q4: 8,202 shares; 2026Q1: 8,195 shares 8,195 $609K 0.03% -7 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,836 shares; 2026Q1: 4,488 shares 4,488 $608K 0.03% -2,348 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,850 shares; 2024Q4: 7,864 shares; 2025Q1: 7,398 shares; 2025Q2: 7,921 shares; 2025Q3: 10,323 shares; 2025Q4: 11,704 shares; 2026Q1: 12,768 shares 12,768 $605K 0.03% +1,064 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,327 shares; 2024Q4: 4,689 shares; 2025Q1: 4,738 shares; 2025Q2: 5,139 shares; 2025Q3: 5,365 shares; 2025Q4: 4,931 shares; 2026Q1: 5,209 shares 5,209 $599K 0.03% +278 Timeline EMF TEMPLETON EMERGING MKTS FD More: the full row for TEMPLETON EMERGING MKTS FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,111 shares 34,111 $597K 0.03% new Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,239 shares; 2025Q4: 12,238 shares; 2026Q1: 12,702 shares 12,702 $593K 0.03% +464 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,008 shares; 2024Q4: 5,031 shares; 2025Q1: 5,031 shares; 2025Q2: 5,031 shares; 2025Q3: 5,031 shares; 2025Q4: 5,031 shares; 2026Q1: 5,031 shares 5,031 $592K 0.03% 0 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,801 shares; 2024Q4: 24,770 shares; 2025Q1: 24,770 shares; 2025Q2: 24,268 shares; 2025Q3: 23,118 shares; 2025Q4: 23,118 shares; 2026Q1: 23,118 shares 23,118 $587K 0.03% 0 Timeline NATO THEMES ETF TR More: the full row for THEMES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,318 shares; 2026Q1: 15,199 shares 15,199 $586K 0.03% +9,881 Timeline XBFR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,849 shares 23,849 $585K 0.03% new Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 607 shares; 2025Q3: 1,219 shares; 2025Q4: 1,290 shares; 2026Q1: 1,192 shares 1,192 $585K 0.03% -98 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,520 shares; 2024Q4: 22,894 shares; 2025Q1: 18,432 shares; 2025Q2: 18,997 shares; 2025Q3: 14,396 shares; 2025Q4: 10,756 shares; 2026Q1: 11,655 shares 11,655 $581K 0.03% +899 Timeline KMLM 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: 39,764 shares; 2024Q4: 40,799 shares; 2025Q1: 41,245 shares; 2025Q2: 30,243 shares; 2025Q3: 22,946 shares; 2025Q4: 21,448 shares; 2026Q1: 20,443 shares 20,443 $577K 0.03% -1,005 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,188 shares; 2024Q4: 6,320 shares; 2025Q1: 6,352 shares; 2025Q2: 6,367 shares; 2025Q3: 6,185 shares; 2025Q4: 6,517 shares; 2026Q1: 6,353 shares 6,353 $574K 0.03% -164 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,543 shares; 2024Q4: 2,543 shares; 2025Q1: 4,543 shares; 2025Q2: 3,830 shares; 2025Q3: 3,630 shares; 2025Q4: 3,451 shares; 2026Q1: 3,426 shares 3,426 $568K 0.03% -25 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,721 shares; 2024Q4: 11,721 shares; 2025Q1: 11,721 shares; 2025Q2: 11,655 shares; 2025Q3: 11,655 shares; 2025Q4: 11,655 shares; 2026Q1: 11,556 shares 11,556 $564K 0.02% -99 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 973 shares; 2025Q4: 697 shares; 2026Q1: 2,003 shares 2,003 $564K 0.02% +1,306 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,644 shares; 2025Q1: 30,168 shares; 2025Q2: 30,115 shares; 2025Q3: 40,209 shares; 2025Q4: 31,959 shares; 2026Q1: 44,008 shares 44,008 $563K 0.02% +12,049 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,003 shares; 2025Q1: 12,003 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,878 shares; 2026Q1: 11,256 shares 11,256 $563K 0.02% +378 Timeline DDTS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,564 shares; 2025Q4: 26,894 shares; 2026Q1: 26,744 shares 26,744 $562K 0.02% -150 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,466 shares; 2024Q4: 6,504 shares; 2025Q1: 6,399 shares; 2025Q2: 6,399 shares; 2025Q3: 7,261 shares; 2025Q4: 10,707 shares; 2026Q1: 11,665 shares 11,665 $558K 0.02% +958 Timeline IHAK 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: 15,980 shares; 2024Q4: 15,772 shares; 2025Q1: 15,263 shares; 2025Q2: 15,898 shares; 2025Q3: 12,859 shares; 2025Q4: 12,624 shares; 2026Q1: 12,663 shares 12,663 $553K 0.02% +39 Timeline VIST VISTA ENERGY S.A.B. DE C.V. More: the full row for VISTA ENERGY S.A.B. DE C.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,051 shares; 2025Q3: not reported; 2025Q4: 8,999 shares; 2026Q1: 7,299 shares 7,299 $551K 0.02% -1,700 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,800 shares; 2025Q3: 5,769 shares; 2025Q4: 6,157 shares; 2026Q1: 5,832 shares 5,832 $550K 0.02% -325 Timeline EFAA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,409 shares 10,409 $549K 0.02% new Timeline DDFN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,740 shares; 2026Q1: 28,740 shares 28,740 $546K 0.02% 0 Timeline PICK 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,613 shares 9,613 $544K 0.02% new Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,070 shares; 2024Q4: 12,110 shares; 2025Q1: 10,841 shares; 2025Q2: 8,920 shares; 2025Q3: 8,899 shares; 2025Q4: 9,019 shares; 2026Q1: 9,019 shares 9,019 $543K 0.02% 0 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,345 shares; 2026Q1: 12,176 shares 12,176 $543K 0.02% +831 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,242 shares; 2025Q2: 9,013 shares; 2025Q3: 8,127 shares; 2025Q4: 8,000 shares; 2026Q1: 7,546 shares 7,546 $535K 0.02% -454 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,420 shares; 2025Q3: 3,423 shares; 2025Q4: 3,231 shares; 2026Q1: 3,695 shares 3,695 $534K 0.02% +464 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: 903 shares; 2024Q4: 945 shares; 2025Q1: 945 shares; 2025Q2: 1,031 shares; 2025Q3: 1,031 shares; 2025Q4: 1,056 shares; 2026Q1: 1,152 shares 1,152 $531K 0.02% +96 Timeline MDYG 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: 39,089 shares; 2024Q4: 40,427 shares; 2025Q1: 32,793 shares; 2025Q2: 16,022 shares; 2025Q3: 19,475 shares; 2025Q4: 12,054 shares; 2026Q1: 5,498 shares 5,498 $528K 0.02% -6,556 Timeline GFLW VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,867 shares; 2025Q4: 16,087 shares; 2026Q1: 20,023 shares 20,023 $527K 0.02% +3,936 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: 38,368 shares; 2024Q4: 76,185 shares; 2025Q1: 75,045 shares; 2025Q2: 18,423 shares; 2025Q3: 21,285 shares; 2025Q4: 18,282 shares; 2026Q1: 19,723 shares 19,723 $525K 0.02% +1,441 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,772 shares; 2025Q1: 7,866 shares; 2025Q2: 11,620 shares; 2025Q3: 13,216 shares; 2025Q4: 12,465 shares; 2026Q1: 13,333 shares 13,333 $524K 0.02% +868 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,165 shares; 2024Q4: 5,240 shares; 2025Q1: 5,303 shares; 2025Q2: 5,460 shares; 2025Q3: 5,460 shares; 2025Q4: 5,460 shares; 2026Q1: 5,460 shares 5,460 $511K 0.02% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,733 shares; 2025Q4: 2,094 shares; 2026Q1: 2,038 shares 2,038 $511K 0.02% -56 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: 2,860 shares; 2024Q4: 2,760 shares; 2025Q1: 2,710 shares; 2025Q2: 2,710 shares; 2025Q3: 2,710 shares; 2025Q4: 2,572 shares; 2026Q1: 2,572 shares 2,572 $509K 0.02% 0 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,125 shares; 2024Q4: 9,125 shares; 2025Q1: 9,035 shares; 2025Q2: 8,444 shares; 2025Q3: 8,244 shares; 2025Q4: 7,245 shares; 2026Q1: 7,108 shares 7,108 $508K 0.02% -137 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: 1,272 shares; 2024Q4: 2,904 shares; 2025Q1: 3,195 shares; 2025Q2: 3,080 shares; 2025Q3: 2,965 shares; 2025Q4: 3,141 shares; 2026Q1: 3,148 shares 3,148 $505K 0.02% +7 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,126 shares; 2024Q4: 5,076 shares; 2025Q1: 5,069 shares; 2025Q2: 5,534 shares; 2025Q3: 6,394 shares; 2025Q4: 6,906 shares; 2026Q1: 8,222 shares 8,222 $503K 0.02% +1,316 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,900 shares; 2025Q4: 71,011 shares; 2026Q1: 16,136 shares 16,136 $500K 0.02% -54,875 Timeline NBFR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,569 shares 20,569 $499K 0.02% new 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: 4,996 shares; 2024Q4: 5,010 shares; 2025Q1: 4,769 shares; 2025Q2: 4,709 shares; 2025Q3: 4,726 shares; 2025Q4: 4,335 shares; 2026Q1: 4,385 shares 4,385 $496K 0.02% +50 Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,687 shares; 2024Q4: 6,687 shares; 2025Q1: 6,185 shares; 2025Q2: 9,104 shares; 2025Q3: 9,104 shares; 2025Q4: 8,976 shares; 2026Q1: 8,976 shares 8,976 $490K 0.02% 0 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: 2,339 shares; 2024Q4: 2,511 shares; 2025Q1: 2,466 shares; 2025Q2: 2,989 shares; 2025Q3: 5,176 shares; 2025Q4: 3,217 shares; 2026Q1: 3,227 shares 3,227 $485K 0.02% +10 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,673 shares; 2025Q2: 9,686 shares; 2025Q3: 9,498 shares; 2025Q4: 12,307 shares; 2026Q1: 11,870 shares 11,870 $485K 0.02% -437 Timeline BOTZ 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: 9,269 shares; 2024Q4: 9,930 shares; 2025Q1: 9,375 shares; 2025Q2: 10,294 shares; 2025Q3: 10,828 shares; 2025Q4: 13,326 shares; 2026Q1: 14,479 shares 14,479 $481K 0.02% +1,153 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,293 shares 2,293 $479K 0.02% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,819 shares; 2024Q4: 25,147 shares; 2025Q1: 18,411 shares; 2025Q2: 17,677 shares; 2025Q3: 12,410 shares; 2025Q4: 9,126 shares; 2026Q1: 7,363 shares 7,363 $479K 0.02% -1,763 Timeline QYLD 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: 21,597 shares; 2024Q4: 21,838 shares; 2025Q1: 22,437 shares; 2025Q2: 21,561 shares; 2025Q3: 23,613 shares; 2025Q4: 24,579 shares; 2026Q1: 27,777 shares 27,777 $476K 0.02% +3,198 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,405 shares 2,405 $474K 0.02% new 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: 22,366 shares; 2024Q4: 16,807 shares; 2025Q1: 14,666 shares; 2025Q2: 11,882 shares; 2025Q3: 12,357 shares; 2025Q4: 12,387 shares; 2026Q1: 10,735 shares 10,735 $474K 0.02% -1,652 Timeline IBTO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,883 shares; 2025Q3: 19,507 shares; 2025Q4: 19,334 shares; 2026Q1: 19,302 shares 19,302 $471K 0.02% -32 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,985 shares; 2024Q4: 3,965 shares; 2025Q1: 3,920 shares; 2025Q2: 3,930 shares; 2025Q3: 3,786 shares; 2025Q4: 3,795 shares; 2026Q1: 3,320 shares 3,320 $470K 0.02% -475 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,326 shares; 2024Q4: 30,626 shares; 2025Q1: 29,396 shares; 2025Q2: 29,396 shares; 2025Q3: 17,962 shares; 2025Q4: 12,877 shares; 2026Q1: 10,467 shares 10,467 $469K 0.02% -2,410 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,452 shares; 2024Q4: 3,453 shares; 2025Q1: 3,404 shares; 2025Q2: 3,405 shares; 2025Q3: 3,306 shares; 2025Q4: 3,307 shares; 2026Q1: 3,227 shares 3,227 $467K 0.02% -80 Timeline GSL GLOBAL SHIP LEASE INC More: the full row for GLOBAL SHIP LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,432 shares; 2026Q1: 12,546 shares 12,546 $467K 0.02% -886 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: 4,655 shares; 2024Q4: 6,049 shares; 2025Q1: 11,083 shares; 2025Q2: 4,499 shares; 2025Q3: 4,242 shares; 2025Q4: 3,472 shares; 2026Q1: 3,516 shares 3,516 $464K 0.02% +44 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,614 shares; 2025Q3: 6,775 shares; 2025Q4: 6,721 shares; 2026Q1: 6,681 shares 6,681 $463K 0.02% -40 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,318 shares; 2024Q4: 7,294 shares; 2025Q1: 7,294 shares; 2025Q2: 7,334 shares; 2025Q3: 7,359 shares; 2025Q4: 8,419 shares; 2026Q1: 8,542 shares 8,542 $462K 0.02% +123 Timeline CMBS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,076 shares; 2025Q3: 9,620 shares; 2025Q4: 9,503 shares; 2026Q1: 9,485 shares 9,485 $462K 0.02% -18 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: 2,452 shares; 2024Q4: 2,319 shares; 2025Q1: 2,320 shares; 2025Q2: 2,320 shares; 2025Q3: 2,313 shares; 2025Q4: 2,279 shares; 2026Q1: 2,186 shares 2,186 $462K 0.02% -93 Timeline YJUN 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: 19,887 shares; 2024Q4: 19,887 shares; 2025Q1: 19,887 shares; 2025Q2: 19,887 shares; 2025Q3: 19,887 shares; 2025Q4: 17,908 shares; 2026Q1: 17,908 shares 17,908 $461K 0.02% 0 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,745 shares; 2025Q2: 42,384 shares; 2025Q3: 41,182 shares; 2025Q4: 21,766 shares; 2026Q1: 9,059 shares 9,059 $457K 0.02% -12,707 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,566 shares; 2024Q4: 15,956 shares; 2025Q1: 15,956 shares; 2025Q2: 15,956 shares; 2025Q3: 16,256 shares; 2025Q4: 17,884 shares; 2026Q1: 17,408 shares 17,408 $455K 0.02% -476 Timeline FEZ 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 reported; 2024Q4: not reported; 2025Q1: 8,962 shares; 2025Q2: 8,925 shares; 2025Q3: 8,681 shares; 2025Q4: 7,920 shares; 2026Q1: 7,296 shares 7,296 $453K 0.02% -624 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58,760 shares 58,760 $451K 0.02% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,397 shares; 2026Q1: 1,150 shares 1,150 $451K 0.02% -247 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,806 shares; 2024Q4: 10,806 shares; 2025Q1: 11,861 shares; 2025Q2: 10,727 shares; 2025Q3: 10,672 shares; 2025Q4: 10,672 shares; 2026Q1: 10,672 shares 10,672 $445K 0.02% 0 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: 2,101 shares; 2024Q4: 2,050 shares; 2025Q1: 2,050 shares; 2025Q2: 2,051 shares; 2025Q3: 2,051 shares; 2025Q4: 2,034 shares; 2026Q1: 2,051 shares 2,051 $444K 0.02% +17 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,102 shares; 2024Q4: 19,378 shares; 2025Q1: 5,365 shares; 2025Q2: 5,365 shares; 2025Q3: 5,090 shares; 2025Q4: 4,790 shares; 2026Q1: 5,755 shares 5,755 $439K 0.02% +965 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,938 shares 8,938 $437K 0.02% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,731 shares; 2024Q4: 5,256 shares; 2025Q1: 5,700 shares; 2025Q2: 9,111 shares; 2025Q3: 9,862 shares; 2025Q4: 6,744 shares; 2026Q1: 6,046 shares 6,046 $435K 0.02% -698 Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 95,957 shares; 2025Q3: 94,078 shares; 2025Q4: 47,727 shares; 2026Q1: 41,272 shares 41,272 $430K 0.02% -6,455 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 23,750 shares 23,750 $430K 0.02% +3,750 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,637 shares; 2026Q1: 23,399 shares 23,399 $429K 0.02% +6,762 Timeline TMAT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,688 shares; 2026Q1: 18,492 shares 18,492 $429K 0.02% +804 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 781 shares; 2025Q3: 1,205 shares; 2025Q4: 720 shares; 2026Q1: 1,076 shares 1,076 $428K 0.02% +356 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: 5,620 shares; 2024Q4: 5,611 shares; 2025Q1: 5,540 shares; 2025Q2: 5,548 shares; 2025Q3: 5,618 shares; 2025Q4: 4,802 shares; 2026Q1: 4,164 shares 4,164 $428K 0.02% -638 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: 7,890 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,310 shares; 2025Q4: 6,822 shares; 2026Q1: 6,272 shares 6,272 $427K 0.02% -550 Timeline XLRE 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: 45,852 shares; 2024Q4: 27,950 shares; 2025Q1: 24,691 shares; 2025Q2: 25,490 shares; 2025Q3: 24,183 shares; 2025Q4: 12,325 shares; 2026Q1: 10,454 shares 10,454 $427K 0.02% -1,871 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,322 shares; 2024Q4: 1,318 shares; 2025Q1: 1,297 shares; 2025Q2: 1,298 shares; 2025Q3: 1,339 shares; 2025Q4: 1,261 shares; 2026Q1: 1,197 shares 1,197 $426K 0.02% -64 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,926 shares; 2025Q3: 21,366 shares; 2025Q4: 19,930 shares; 2026Q1: 20,679 shares 20,679 $422K 0.02% +749 Timeline BLCV BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,679 shares 11,679 $422K 0.02% new 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: 20,286 shares; 2024Q4: 18,666 shares; 2025Q1: 18,303 shares; 2025Q2: 16,900 shares; 2025Q3: 7,129 shares; 2025Q4: 4,232 shares; 2026Q1: 3,805 shares 3,805 $420K 0.02% -427 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,526 shares; 2026Q1: 5,415 shares 5,415 $420K 0.02% +1,889 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,574 shares; 2024Q4: 9,574 shares; 2025Q1: 9,574 shares; 2025Q2: 8,954 shares; 2025Q3: 8,957 shares; 2025Q4: 8,854 shares; 2026Q1: 8,754 shares 8,754 $418K 0.02% -100 Timeline GOOY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,182 shares; 2024Q4: 20,136 shares; 2025Q1: 22,529 shares; 2025Q2: 24,302 shares; 2025Q3: 26,280 shares; 2025Q4: 30,777 shares; 2026Q1: 32,797 shares 32,797 $417K 0.02% +2,020 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,111 shares; 2025Q2: 46,439 shares; 2025Q3: 41,147 shares; 2025Q4: 24,332 shares; 2026Q1: 22,109 shares 22,109 $415K 0.02% -2,223 Timeline AMZY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,995 shares; 2024Q4: 20,903 shares; 2025Q1: 24,391 shares; 2025Q2: 27,156 shares; 2025Q3: 30,433 shares; 2025Q4: 34,124 shares; 2026Q1: 37,319 shares 37,319 $411K 0.02% +3,195 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,117 shares; 2024Q4: 9,047 shares; 2025Q1: 9,022 shares; 2025Q2: 8,847 shares; 2025Q3: 8,847 shares; 2025Q4: 8,847 shares; 2026Q1: 9,182 shares 9,182 $410K 0.02% +335 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: 24,740 shares; 2024Q4: 7,655 shares; 2025Q1: not reported; 2025Q2: 4,776 shares; 2025Q3: 4,961 shares; 2025Q4: 4,389 shares; 2026Q1: 4,718 shares 4,718 $409K 0.02% +329 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,232 shares; 2026Q1: 13,320 shares 13,320 $406K 0.02% +4,088 Timeline SHOC EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,295 shares; 2024Q4: 43,283 shares; 2025Q1: 16,556 shares; 2025Q2: 8,154 shares; 2025Q3: 7,073 shares; 2025Q4: 6,332 shares; 2026Q1: 5,618 shares 5,618 $405K 0.02% -714 Timeline GII 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,218 shares; 2025Q4: 38,098 shares; 2026Q1: 5,289 shares 5,289 $402K 0.02% -32,809 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,957 shares; 2024Q4: 1,954 shares; 2025Q1: 1,133 shares; 2025Q2: 988 shares; 2025Q3: 1,618 shares; 2025Q4: 1,588 shares; 2026Q1: 1,645 shares 1,645 $400K 0.02% +57 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,937 shares; 2025Q3: 5,937 shares; 2025Q4: 6,007 shares; 2026Q1: 6,007 shares 6,007 $398K 0.02% 0 Timeline XBJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,011 shares; 2024Q4: 16,011 shares; 2025Q1: 16,011 shares; 2025Q2: 13,913 shares; 2025Q3: 13,732 shares; 2025Q4: 11,141 shares; 2026Q1: 10,380 shares 10,380 $395K 0.02% -761 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: 525 shares; 2024Q4: 526 shares; 2025Q1: 546 shares; 2025Q2: 547 shares; 2025Q3: 547 shares; 2025Q4: 472 shares; 2026Q1: 456 shares 456 $394K 0.02% -16 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,819 shares; 2025Q4: 8,472 shares; 2026Q1: 10,917 shares 10,917 $392K 0.02% +2,445 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,602 shares; 2025Q3: 3,227 shares; 2025Q4: 4,282 shares; 2026Q1: 4,182 shares 4,182 $390K 0.02% -100 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: 35,559 shares; 2024Q4: 35,673 shares; 2025Q1: 36,095 shares; 2025Q2: 4,771 shares; 2025Q3: 4,171 shares; 2025Q4: 4,199 shares; 2026Q1: 4,233 shares 4,233 $387K 0.02% +34 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,383 shares; 2024Q4: 14,383 shares; 2025Q1: 14,187 shares; 2025Q2: 6,861 shares; 2025Q3: 6,861 shares; 2025Q4: 6,861 shares; 2026Q1: 6,861 shares 6,861 $387K 0.02% 0 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: 5,236 shares; 2024Q4: 5,282 shares; 2025Q1: 5,192 shares; 2025Q2: 4,662 shares; 2025Q3: 4,530 shares; 2025Q4: 4,530 shares; 2026Q1: 4,380 shares 4,380 $385K 0.02% -150 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: 934 shares; 2024Q4: 915 shares; 2025Q1: 1,017 shares; 2025Q2: 888 shares; 2025Q3: 901 shares; 2025Q4: 901 shares; 2026Q1: 1,177 shares 1,177 $384K 0.02% +276 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,820 shares; 2026Q1: 9,226 shares 9,226 $382K 0.02% +2,406 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: 7,251 shares; 2024Q4: 7,153 shares; 2025Q1: 6,104 shares; 2025Q2: 28,666 shares; 2025Q3: 25,627 shares; 2025Q4: 5,059 shares; 2026Q1: 4,235 shares 4,235 $379K 0.02% -824 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,223 shares; 2024Q4: 9,026 shares; 2025Q1: 8,539 shares; 2025Q2: 8,890 shares; 2025Q3: 8,076 shares; 2025Q4: 7,837 shares; 2026Q1: 7,180 shares 7,180 $378K 0.02% -657 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,427 shares; 2024Q4: 9,569 shares; 2025Q1: 8,954 shares; 2025Q2: 8,664 shares; 2025Q3: 7,651 shares; 2025Q4: 7,637 shares; 2026Q1: 7,474 shares 7,474 $376K 0.02% -163 Timeline DDFM INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,980 shares 19,980 $375K 0.02% new 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: 1,449 shares; 2024Q4: 1,458 shares; 2025Q1: 1,497 shares; 2025Q2: 1,669 shares; 2025Q3: 1,382 shares; 2025Q4: 1,362 shares; 2026Q1: 1,320 shares 1,320 $375K 0.02% -42 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,330 shares; 2025Q2: 7,249 shares; 2025Q3: 7,048 shares; 2025Q4: 10,006 shares; 2026Q1: 10,564 shares 10,564 $373K 0.02% +558 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,566 shares; 2025Q1: 14,004 shares; 2025Q2: 14,981 shares; 2025Q3: 13,285 shares; 2025Q4: 12,345 shares; 2026Q1: 12,830 shares 12,830 $370K 0.02% +485 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: 1,696 shares; 2024Q4: 1,697 shares; 2025Q1: 1,598 shares; 2025Q2: 1,598 shares; 2025Q3: 1,615 shares; 2025Q4: 1,642 shares; 2026Q1: 1,505 shares 1,505 $367K 0.02% -137 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,777 shares; 2026Q1: 1,888 shares 1,888 $367K 0.02% -889 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: 7,312 shares; 2024Q4: 6,208 shares; 2025Q1: 6,208 shares; 2025Q2: 6,208 shares; 2025Q3: 6,208 shares; 2025Q4: 5,932 shares; 2026Q1: 5,932 shares 5,932 $366K 0.02% 0 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,108 shares; 2024Q4: 32,836 shares; 2025Q1: 8,956 shares; 2025Q2: 5,731 shares; 2025Q3: 5,086 shares; 2025Q4: 5,086 shares; 2026Q1: 5,086 shares 5,086 $365K 0.02% 0 Timeline FBY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,751 shares; 2024Q4: 21,990 shares; 2025Q1: 25,432 shares; 2025Q2: 28,450 shares; 2025Q3: 30,425 shares; 2025Q4: 33,479 shares; 2026Q1: 36,041 shares 36,041 $364K 0.02% +2,562 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,863 shares; 2024Q4: 7,863 shares; 2025Q1: 7,863 shares; 2025Q2: 7,863 shares; 2025Q3: 7,863 shares; 2025Q4: 7,863 shares; 2026Q1: 7,863 shares 7,863 $363K 0.02% 0 Timeline MSFO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,195 shares; 2024Q4: 21,725 shares; 2025Q1: 24,315 shares; 2025Q2: 26,737 shares; 2025Q3: 28,642 shares; 2025Q4: 30,127 shares; 2026Q1: 31,375 shares 31,375 $362K 0.02% +1,248 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,803 shares; 2025Q1: 10,918 shares; 2025Q2: 9,928 shares; 2025Q3: 9,928 shares; 2025Q4: 9,116 shares; 2026Q1: 7,088 shares 7,088 $360K 0.02% -2,028 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,857 shares; 2026Q1: 1,681 shares 1,681 $359K 0.02% -176 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: 23,053 shares; 2024Q4: 12,140 shares; 2025Q1: 11,018 shares; 2025Q2: 7,152 shares; 2025Q3: 6,441 shares; 2025Q4: 4,897 shares; 2026Q1: 3,884 shares 3,884 $356K 0.02% -1,013 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,980 shares; 2024Q4: 1,602 shares; 2025Q1: 1,602 shares; 2025Q2: 1,722 shares; 2025Q3: 1,648 shares; 2025Q4: 3,249 shares; 2026Q1: 3,249 shares 3,249 $354K 0.02% 0 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,069 shares; 2025Q3: 15,861 shares; 2025Q4: 15,414 shares; 2026Q1: 15,388 shares 15,388 $353K 0.02% -26 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,918 shares; 2024Q4: 35,628 shares; 2025Q1: 36,237 shares; 2025Q2: 33,316 shares; 2025Q3: 33,084 shares; 2025Q4: 31,974 shares; 2026Q1: 31,829 shares 31,829 $352K 0.02% -145 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,985 shares; 2025Q4: 4,985 shares; 2026Q1: 5,908 shares 5,908 $352K 0.02% +923 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,342 shares 4,342 $350K 0.02% new 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: 20,588 shares; 2024Q4: 20,808 shares; 2025Q1: 20,991 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,209 shares; 2026Q1: 14,078 shares 14,078 $349K 0.02% -1,131 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: 1,506 shares; 2024Q4: 1,413 shares; 2025Q1: 1,351 shares; 2025Q2: 1,352 shares; 2025Q3: 1,116 shares; 2025Q4: 1,114 shares; 2026Q1: 1,061 shares 1,061 $347K 0.02% -53 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,643 shares; 2024Q4: 51,750 shares; 2025Q1: 54,176 shares; 2025Q2: 39,505 shares; 2025Q3: 34,386 shares; 2025Q4: 34,762 shares; 2026Q1: 33,784 shares 33,784 $344K 0.02% -978 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,246 shares; 2024Q4: 10,371 shares; 2025Q1: 10,371 shares; 2025Q2: 11,371 shares; 2025Q3: 11,221 shares; 2025Q4: 9,811 shares; 2026Q1: 9,511 shares 9,511 $344K 0.02% -300 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,287 shares; 2025Q3: 2,416 shares; 2025Q4: 2,856 shares; 2026Q1: 3,658 shares 3,658 $343K 0.02% +802 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,538 shares; 2025Q3: 15,428 shares; 2025Q4: 15,283 shares; 2026Q1: 15,256 shares 15,256 $342K 0.02% -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: 7,027 shares; 2024Q4: not reported; 2025Q1: 6,606 shares; 2025Q2: 10,823 shares; 2025Q3: 10,832 shares; 2025Q4: 8,331 shares; 2026Q1: 7,275 shares 7,275 $342K 0.02% -1,056 Timeline CSNR COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,094 shares 9,094 $342K 0.02% new Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,704 shares; 2024Q4: 8,704 shares; 2025Q1: 8,604 shares; 2025Q2: 8,604 shares; 2025Q3: 8,592 shares; 2025Q4: 8,592 shares; 2026Q1: 8,562 shares 8,562 $342K 0.02% -30 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,488 shares; 2025Q4: 1,688 shares; 2026Q1: 1,570 shares 1,570 $340K 0.02% -118 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: 14,342 shares; 2024Q4: 13,409 shares; 2025Q1: 14,297 shares; 2025Q2: 12,824 shares; 2025Q3: 7,470 shares; 2025Q4: 6,487 shares; 2026Q1: 5,787 shares 5,787 $340K 0.02% -700 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,095 shares; 2025Q4: 2,095 shares; 2026Q1: 2,075 shares 2,075 $339K 0.01% -20 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,452 shares; 2025Q3: 9,352 shares; 2025Q4: 9,327 shares; 2026Q1: 9,302 shares 9,302 $337K 0.01% -25 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,073 shares; 2025Q2: 6,317 shares; 2025Q3: 6,317 shares; 2025Q4: 6,317 shares; 2026Q1: 6,317 shares 6,317 $337K 0.01% 0 Timeline