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: 269,769 shares; 2024Q4: 268,583 shares; 2025Q1: 245,326 shares; 2025Q2: 282,849 shares; 2025Q3: 317,487 shares; 2025Q4: 599,907 shares; 2026Q1: 558,514 shares 558,514 $97.4M 2.73% -41,393 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: 892,186 shares; 2024Q4: 989,924 shares; 2025Q1: 893,481 shares; 2025Q2: 1,210,832 shares; 2025Q3: 1,103,294 shares; 2025Q4: 3,486,174 shares; 2026Q1: 3,400,247 shares 3,400,247 $89.1M 2.49% -85,927 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: 366,122 shares; 2024Q4: 368,481 shares; 2025Q1: 309,524 shares; 2025Q2: 349,028 shares; 2025Q3: 310,652 shares; 2025Q4: 1,112,501 shares; 2026Q1: 1,159,101 shares 1,159,101 $88.7M 2.48% +46,600 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198,765 shares; 2024Q4: 189,857 shares; 2025Q1: 186,611 shares; 2025Q2: 187,854 shares; 2025Q3: 177,401 shares; 2025Q4: 320,990 shares; 2026Q1: 317,290 shares 317,290 $80.5M 2.25% -3,700 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 797,666 shares; 2024Q4: 805,226 shares; 2025Q1: 693,418 shares; 2025Q2: 678,158 shares; 2025Q3: 608,422 shares; 2025Q4: 1,698,855 shares; 2026Q1: 1,733,916 shares 1,733,916 $68.4M 1.91% +35,061 Timeline CRTC DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 491,542 shares; 2025Q2: 538,186 shares; 2025Q3: 542,202 shares; 2025Q4: 1,652,483 shares; 2026Q1: 1,742,321 shares 1,742,321 $61.8M 1.73% +89,838 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: 125,769 shares; 2024Q4: 118,480 shares; 2025Q1: 106,769 shares; 2025Q2: 108,697 shares; 2025Q3: 114,939 shares; 2025Q4: 270,509 shares; 2026Q1: 291,646 shares 291,646 $60.7M 1.7% +21,137 Timeline SNPE 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: 453,815 shares; 2024Q4: 448,483 shares; 2025Q1: 369,597 shares; 2025Q2: 551,286 shares; 2025Q3: 244,831 shares; 2025Q4: 961,706 shares; 2026Q1: 958,234 shares 958,234 $57.1M 1.6% -3,472 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: 467,376 shares; 2024Q4: 472,035 shares; 2025Q1: 415,861 shares; 2025Q2: 327,476 shares; 2025Q3: 253,170 shares; 2025Q4: 864,545 shares; 2026Q1: 962,779 shares 962,779 $50.2M 1.41% +98,234 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: 98,496 shares; 2024Q4: 102,214 shares; 2025Q1: 95,773 shares; 2025Q2: 96,332 shares; 2025Q3: 94,766 shares; 2025Q4: 170,012 shares; 2026Q1: 173,859 shares 173,859 $50M 1.4% +3,847 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: 73,571 shares; 2024Q4: 74,631 shares; 2025Q1: 69,495 shares; 2025Q2: 68,017 shares; 2025Q3: 66,180 shares; 2025Q4: 124,545 shares; 2026Q1: 134,980 shares 134,980 $50M 1.4% +10,435 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 349,317 shares; 2024Q4: 362,344 shares; 2025Q1: 373,629 shares; 2025Q2: 408,323 shares; 2025Q3: 411,910 shares; 2025Q4: 428,096 shares; 2026Q1: 431,250 shares 431,250 $47.9M 1.34% +3,154 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 440,586 shares; 2024Q4: 444,332 shares; 2025Q1: 385,202 shares; 2025Q2: 390,240 shares; 2025Q3: 348,595 shares; 2025Q4: 990,493 shares; 2026Q1: 1,018,948 shares 1,018,948 $47.8M 1.34% +28,455 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: 43,031 shares; 2024Q4: 44,537 shares; 2025Q1: not reported; 2025Q2: 45,766 shares; 2025Q3: 44,056 shares; 2025Q4: 98,818 shares; 2026Q1: 97,253 shares 97,253 $46.6M 1.3% -1,565 Timeline TMB THORNBURG ETF TR More: the full row for THORNBURG 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: 1,738,123 shares 1,738,123 $44.3M 1.24% new Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 494,511 shares; 2024Q4: 501,697 shares; 2025Q1: 430,054 shares; 2025Q2: 422,570 shares; 2025Q3: 380,757 shares; 2025Q4: 1,341,902 shares; 2026Q1: 1,334,137 shares 1,334,137 $43.2M 1.21% -7,765 Timeline MFSB MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,691,285 shares 1,691,285 $42.1M 1.18% new 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: 137,783 shares; 2024Q4: 138,837 shares; 2025Q1: 120,879 shares; 2025Q2: 131,392 shares; 2025Q3: 118,205 shares; 2025Q4: 399,852 shares; 2026Q1: 433,708 shares 433,708 $41.9M 1.17% +33,856 Timeline HYMB 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: 359,219 shares; 2024Q4: 406,051 shares; 2025Q1: 368,425 shares; 2025Q2: 549,661 shares; 2025Q3: 387,468 shares; 2025Q4: 1,449,293 shares; 2026Q1: 1,645,639 shares 1,645,639 $40.8M 1.14% +196,346 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,867,814 shares 1,867,814 $38M 1.06% new 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: 146,361 shares; 2024Q4: 147,567 shares; 2025Q1: 128,416 shares; 2025Q2: 146,171 shares; 2025Q3: 131,946 shares; 2025Q4: 370,199 shares; 2026Q1: 380,646 shares 380,646 $36M 1.01% +10,447 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: 158,689 shares; 2025Q3: 122,865 shares; 2025Q4: 359,839 shares; 2026Q1: 363,898 shares 363,898 $35.6M 1% +4,059 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: 79,518 shares; 2024Q4: 90,539 shares; 2025Q1: 88,645 shares; 2025Q2: 131,297 shares; 2025Q3: 157,268 shares; 2025Q4: 340,044 shares; 2026Q1: 366,152 shares 366,152 $33.6M 0.94% +26,108 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: 22,183 shares; 2024Q4: 22,722 shares; 2025Q1: 20,279 shares; 2025Q2: 21,142 shares; 2025Q3: 29,399 shares; 2025Q4: 54,594 shares; 2026Q1: 57,448 shares 57,448 $32.9M 0.92% +2,854 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: 51,604 shares; 2024Q4: 52,357 shares; 2025Q1: 45,433 shares; 2025Q2: 50,972 shares; 2025Q3: 50,980 shares; 2025Q4: 69,557 shares; 2026Q1: 49,286 shares 49,286 $32.2M 0.9% -20,271 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: 125,766 shares; 2024Q4: 351,056 shares; 2025Q1: 412,633 shares; 2025Q2: 429,236 shares; 2025Q3: 454,623 shares; 2025Q4: 429,845 shares; 2026Q1: 438,902 shares 438,902 $31.5M 0.88% +9,057 Timeline USFR 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: 55,392 shares; 2024Q4: 126,788 shares; 2025Q1: 148,779 shares; 2025Q2: 131,797 shares; 2025Q3: 128,042 shares; 2025Q4: 374,116 shares; 2026Q1: 616,330 shares 616,330 $31M 0.87% +242,214 Timeline IDHQ 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: 348,475 shares; 2024Q4: 358,536 shares; 2025Q1: 313,075 shares; 2025Q2: 328,572 shares; 2025Q3: 299,608 shares; 2025Q4: 834,521 shares; 2026Q1: 862,647 shares 862,647 $30.5M 0.85% +28,126 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: 34,963 shares; 2024Q4: 35,949 shares; 2025Q1: 32,721 shares; 2025Q2: 33,393 shares; 2025Q3: 89,142 shares; 2025Q4: 103,474 shares; 2026Q1: 100,071 shares 100,071 $30.2M 0.85% -3,403 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68,879 shares; 2025Q4: 67,457 shares; 2026Q1: 68,950 shares 68,950 $29.4M 0.82% +1,493 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,097 shares; 2024Q4: 187,945 shares; 2025Q1: 160,351 shares; 2025Q2: 254,551 shares; 2025Q3: 227,864 shares; 2025Q4: 627,859 shares; 2026Q1: 640,455 shares 640,455 $29.4M 0.82% +12,596 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: 90,917 shares; 2024Q4: 91,546 shares; 2025Q1: 81,565 shares; 2025Q2: 85,390 shares; 2025Q3: 77,230 shares; 2025Q4: 276,185 shares; 2026Q1: 305,480 shares 305,480 $29.3M 0.82% +29,295 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: 273,546 shares; 2024Q4: 295,474 shares; 2025Q1: 303,011 shares; 2025Q2: 318,824 shares; 2025Q3: 324,371 shares; 2025Q4: 338,979 shares; 2026Q1: 339,130 shares 339,130 $28.8M 0.81% +151 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: 357,883 shares; 2024Q4: 732,171 shares; 2025Q1: 759,359 shares; 2025Q2: 636,851 shares; 2025Q3: 647,181 shares; 2025Q4: 690,443 shares; 2026Q1: 684,407 shares 684,407 $27.2M 0.76% -6,036 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,602 shares; 2024Q4: 137,068 shares; 2025Q1: 119,855 shares; 2025Q2: 176,462 shares; 2025Q3: 136,078 shares; 2025Q4: 493,050 shares; 2026Q1: 525,958 shares 525,958 $26.8M 0.75% +32,908 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: 19,683 shares; 2024Q4: 18,931 shares; 2025Q1: 16,144 shares; 2025Q2: 17,648 shares; 2025Q3: 36,494 shares; 2025Q4: 69,198 shares; 2026Q1: 68,623 shares 68,623 $25.5M 0.71% -575 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: 12,052 shares; 2024Q4: 10,700 shares; 2025Q1: not reported; 2025Q2: 35,622 shares; 2025Q3: 33,684 shares; 2025Q4: 189,913 shares; 2026Q1: 188,477 shares 188,477 $25M 0.7% -1,436 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: 33,763 shares; 2024Q4: 34,030 shares; 2025Q1: 31,870 shares; 2025Q2: 31,601 shares; 2025Q3: 30,758 shares; 2025Q4: 74,791 shares; 2026Q1: 83,934 shares 83,934 $24.7M 0.69% +9,143 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236,608 shares; 2024Q4: 257,418 shares; 2025Q1: 223,267 shares; 2025Q2: 289,604 shares; 2025Q3: 254,352 shares; 2025Q4: 682,190 shares; 2026Q1: 451,530 shares 451,530 $22.9M 0.64% -230,660 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: 37,655 shares; 2024Q4: 32,924 shares; 2025Q1: 17,705 shares; 2025Q2: 172,176 shares; 2025Q3: 188,788 shares; 2025Q4: 242,005 shares; 2026Q1: 250,319 shares 250,319 $22.7M 0.63% +8,314 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: 90,713 shares; 2024Q4: 89,554 shares; 2025Q1: 80,300 shares; 2025Q2: 56,476 shares; 2025Q3: 51,098 shares; 2025Q4: 135,082 shares; 2026Q1: 136,171 shares 136,171 $22M 0.62% +1,089 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: 99,772 shares; 2024Q4: 100,224 shares; 2025Q1: 88,705 shares; 2025Q2: 92,410 shares; 2025Q3: 83,758 shares; 2025Q4: 240,820 shares; 2026Q1: 248,762 shares 248,762 $21.2M 0.59% +7,942 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: 391,089 shares; 2024Q4: 384,509 shares; 2025Q1: 329,579 shares; 2025Q2: 153,636 shares; 2025Q3: 139,194 shares; 2025Q4: 531,245 shares; 2026Q1: 427,308 shares 427,308 $21.1M 0.59% -103,937 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 86,812 shares; 2025Q3: 79,716 shares; 2025Q4: 441,768 shares; 2026Q1: 455,933 shares 455,933 $20.9M 0.59% +14,165 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: 151,788 shares; 2024Q4: 157,664 shares; 2025Q1: 161,984 shares; 2025Q2: 184,167 shares; 2025Q3: 186,775 shares; 2025Q4: 193,051 shares; 2026Q1: 188,356 shares 188,356 $20.8M 0.58% -4,695 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: 93,818 shares; 2024Q4: 101,751 shares; 2025Q1: 104,744 shares; 2025Q2: 112,609 shares; 2025Q3: 115,857 shares; 2025Q4: 250,258 shares; 2026Q1: 257,044 shares 257,044 $20.7M 0.58% +6,786 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 202,693 shares; 2026Q1: 211,770 shares 211,770 $20.4M 0.57% +9,077 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 419,602 shares; 2024Q4: 433,325 shares; 2025Q1: 451,996 shares; 2025Q2: 487,190 shares; 2025Q3: 502,564 shares; 2025Q4: 523,323 shares; 2026Q1: 548,673 shares 548,673 $20.2M 0.56% +25,350 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,819 shares; 2024Q4: 13,229 shares; 2025Q1: 12,832 shares; 2025Q2: 14,067 shares; 2025Q3: 31,166 shares; 2025Q4: 40,740 shares; 2026Q1: 39,587 shares 39,587 $19.8M 0.55% -1,153 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: 389,863 shares; 2024Q4: 384,775 shares; 2025Q1: 332,487 shares; 2025Q2: 206,283 shares; 2025Q3: 188,199 shares; 2025Q4: 460,873 shares; 2026Q1: 475,451 shares 475,451 $19.4M 0.54% +14,578 Timeline FTXL 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: 81,501 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 127,535 shares; 2026Q1: 129,674 shares 129,674 $19.1M 0.54% +2,139 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: 20,095 shares; 2024Q4: 19,649 shares; 2025Q1: 19,662 shares; 2025Q2: 22,198 shares; 2025Q3: 22,069 shares; 2025Q4: 32,615 shares; 2026Q1: 32,931 shares 32,931 $19M 0.53% +316 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: 29,255 shares; 2024Q4: 27,593 shares; 2025Q1: 26,598 shares; 2025Q2: 32,472 shares; 2025Q3: 24,237 shares; 2025Q4: 48,654 shares; 2026Q1: 54,780 shares 54,780 $18.5M 0.52% +6,126 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: 26,862 shares; 2024Q4: 24,724 shares; 2025Q1: 16,099 shares; 2025Q2: 21,657 shares; 2025Q3: 20,836 shares; 2025Q4: 78,296 shares; 2026Q1: 28,280 shares 28,280 $18.4M 0.51% -50,016 Timeline MISL 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: 401,695 shares; 2026Q1: 409,261 shares 409,261 $18.3M 0.51% +7,566 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,969 shares; 2024Q4: 84,847 shares; 2025Q1: 80,468 shares; 2025Q2: 93,935 shares; 2025Q3: 84,096 shares; 2025Q4: 193,393 shares; 2026Q1: 192,267 shares 192,267 $18.1M 0.51% -1,126 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 96,749 shares; 2026Q1: 121,248 shares 121,248 $17.7M 0.5% +24,499 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: 97,764 shares; 2024Q4: 87,587 shares; 2025Q1: 89,453 shares; 2025Q2: 91,209 shares; 2025Q3: 94,013 shares; 2025Q4: 136,678 shares; 2026Q1: 140,280 shares 140,280 $17.4M 0.49% +3,602 Timeline FXO 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: 121,254 shares; 2025Q1: 104,468 shares; 2025Q2: 116,260 shares; 2025Q3: 105,030 shares; 2025Q4: 294,887 shares; 2026Q1: 303,823 shares 303,823 $17.1M 0.48% +8,936 Timeline PINK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 502,877 shares; 2026Q1: 503,148 shares 503,148 $16.9M 0.47% +271 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 458,441 shares; 2024Q4: 478,821 shares; 2025Q1: 411,575 shares; 2025Q2: 423,274 shares; 2025Q3: 428,724 shares; 2025Q4: 368,692 shares; 2026Q1: 366,023 shares 366,023 $16.9M 0.47% -2,669 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 282,179 shares; 2024Q4: 306,083 shares; 2025Q1: 313,218 shares; 2025Q2: 369,935 shares; 2025Q3: 197,032 shares; 2025Q4: 744,182 shares; 2026Q1: 761,062 shares 761,062 $16.9M 0.47% +16,880 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,882 shares; 2026Q1: 54,182 shares 54,182 $16.8M 0.47% +8,300 Timeline FDN 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: 38,198 shares; 2024Q4: 37,627 shares; 2025Q1: 30,701 shares; 2025Q2: 28,688 shares; 2025Q3: 25,641 shares; 2025Q4: 71,467 shares; 2026Q1: 69,266 shares 69,266 $16.2M 0.45% -2,201 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: 51,493 shares; 2024Q4: 51,628 shares; 2025Q1: 49,654 shares; 2025Q2: 52,366 shares; 2025Q3: 47,375 shares; 2025Q4: 88,800 shares; 2026Q1: 89,905 shares 89,905 $15.3M 0.43% +1,105 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: 70,754 shares; 2024Q4: 94,838 shares; 2025Q1: 99,150 shares; 2025Q2: 108,182 shares; 2025Q3: 123,910 shares; 2025Q4: 139,727 shares; 2026Q1: 144,484 shares 144,484 $14.9M 0.42% +4,757 Timeline FBT 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: 74,342 shares 74,342 $14.9M 0.42% 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: not reported; 2024Q4: not reported; 2025Q1: 11,535 shares; 2025Q2: 21,186 shares; 2025Q3: 19,828 shares; 2025Q4: 42,692 shares; 2026Q1: 43,669 shares 43,669 $14.9M 0.42% +977 Timeline CLIP 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: 25,117 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 145,651 shares 145,651 $14.6M 0.41% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,286 shares; 2024Q4: 50,216 shares; 2025Q1: 48,103 shares; 2025Q2: 47,579 shares; 2025Q3: 47,766 shares; 2025Q4: 88,669 shares; 2026Q1: 76,703 shares 76,703 $13.9M 0.39% -11,966 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: 26,175 shares; 2024Q4: 26,767 shares; 2025Q1: 37,219 shares; 2025Q2: 38,278 shares; 2025Q3: 38,866 shares; 2025Q4: 52,375 shares; 2026Q1: 65,691 shares 65,691 $13.9M 0.39% +13,316 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: 227,774 shares; 2024Q4: 232,933 shares; 2025Q1: 223,012 shares; 2025Q2: 174,390 shares; 2025Q3: 70,059 shares; 2025Q4: 257,239 shares; 2026Q1: 248,950 shares 248,950 $13.6M 0.38% -8,289 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 305,706 shares; 2024Q4: 325,750 shares; 2025Q1: 320,060 shares; 2025Q2: 219,479 shares; 2025Q3: 68,338 shares; 2025Q4: 369,133 shares; 2026Q1: 373,696 shares 373,696 $13.5M 0.38% +4,563 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: 118,631 shares; 2024Q4: 119,377 shares; 2025Q1: 114,142 shares; 2025Q2: 118,929 shares; 2025Q3: 118,928 shares; 2025Q4: 104,589 shares; 2026Q1: 114,881 shares 114,881 $13M 0.36% +10,292 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 973,108 shares; 2024Q4: 972,991 shares; 2025Q1: 815,047 shares; 2025Q2: 614,209 shares; 2025Q3: 597,647 shares; 2025Q4: 1,864,039 shares; 2026Q1: 385,079 shares 385,079 $13M 0.36% -1,478,960 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 127,054 shares; 2025Q3: 118,681 shares; 2025Q4: 360,984 shares; 2026Q1: 108,266 shares 108,266 $12.8M 0.36% -252,718 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: 28,128 shares; 2024Q4: 28,351 shares; 2025Q1: 24,761 shares; 2025Q2: 24,122 shares; 2025Q3: 25,751 shares; 2025Q4: 46,914 shares; 2026Q1: 44,671 shares 44,671 $12.8M 0.36% -2,243 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: 10,452 shares; 2024Q4: 10,109 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,779 shares; 2026Q1: 21,245 shares 21,245 $12.7M 0.36% +1,466 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: 189,161 shares; 2024Q4: 142,459 shares; 2025Q1: 146,596 shares; 2025Q2: 147,151 shares; 2025Q3: 151,215 shares; 2025Q4: 130,615 shares; 2026Q1: 157,081 shares 157,081 $12.7M 0.35% +26,466 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: 176,876 shares; 2024Q4: 180,928 shares; 2025Q1: not reported; 2025Q2: 177,981 shares; 2025Q3: 179,225 shares; 2025Q4: 199,269 shares; 2026Q1: 205,094 shares 205,094 $11.9M 0.33% +5,825 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,228 shares; 2024Q4: 54,080 shares; 2025Q1: 60,880 shares; 2025Q2: 129,731 shares; 2025Q3: 131,185 shares; 2025Q4: 325,841 shares; 2026Q1: 345,296 shares 345,296 $11.7M 0.33% +19,455 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,386 shares; 2026Q1: 29,745 shares 29,745 $11.6M 0.32% +11,359 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: 34,023 shares; 2024Q4: 35,603 shares; 2025Q1: 32,384 shares; 2025Q2: 32,786 shares; 2025Q3: 27,801 shares; 2025Q4: 66,615 shares; 2026Q1: 69,157 shares 69,157 $11.4M 0.32% +2,542 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: 56,900 shares; 2024Q4: 50,522 shares; 2025Q1: 44,038 shares; 2025Q2: 38,701 shares; 2025Q3: 27,988 shares; 2025Q4: 74,355 shares; 2026Q1: 77,465 shares 77,465 $11.4M 0.32% +3,110 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,691 shares; 2024Q4: 113,635 shares; 2025Q1: 120,532 shares; 2025Q2: 123,891 shares; 2025Q3: 138,267 shares; 2025Q4: 146,340 shares; 2026Q1: 150,336 shares 150,336 $11.3M 0.32% +3,996 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,586 shares; 2026Q1: 11,207 shares 11,207 $11.2M 0.31% +621 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: 43,482 shares; 2024Q4: 44,553 shares; 2025Q1: 59,235 shares; 2025Q2: 62,554 shares; 2025Q3: 62,361 shares; 2025Q4: 140,987 shares; 2026Q1: 157,363 shares 157,363 $11M 0.31% +16,376 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: not reported; 2025Q3: not reported; 2025Q4: 26,726 shares; 2026Q1: 27,549 shares 27,549 $11M 0.31% +823 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,747 shares; 2025Q3: 22,165 shares; 2025Q4: 109,621 shares; 2026Q1: 100,353 shares 100,353 $10.9M 0.31% -9,268 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,616 shares; 2024Q4: 19,760 shares; 2025Q1: 20,440 shares; 2025Q2: 21,001 shares; 2025Q3: 20,746 shares; 2025Q4: 100,631 shares; 2026Q1: 144,645 shares 144,645 $10.4M 0.29% +44,014 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: not reported; 2025Q4: 38,043 shares; 2026Q1: 40,314 shares 40,314 $10.1M 0.28% +2,271 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,819 shares; 2024Q4: 175,754 shares; 2025Q1: 169,995 shares; 2025Q2: 184,566 shares; 2025Q3: 42,991 shares; 2025Q4: 221,614 shares; 2026Q1: 222,001 shares 222,001 $10M 0.28% +387 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: 50,777 shares; 2024Q4: 50,596 shares; 2025Q1: 57,045 shares; 2025Q2: 53,969 shares; 2025Q3: 59,096 shares; 2025Q4: 397,708 shares; 2026Q1: 419,806 shares 419,806 $9.79M 0.27% +22,098 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: 425,209 shares; 2024Q4: 518,157 shares; 2025Q1: 193,081 shares; 2025Q2: 205,459 shares; 2025Q3: 156,979 shares; 2025Q4: 158,196 shares; 2026Q1: 126,889 shares 126,889 $9.54M 0.27% -31,307 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: 10,920 shares; 2024Q4: 10,151 shares; 2025Q1: not reported; 2025Q2: 13,913 shares; 2025Q3: 13,790 shares; 2025Q4: 25,604 shares; 2026Q1: 28,038 shares 28,038 $9.47M 0.27% +2,434 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: 313,004 shares; 2024Q4: 299,529 shares; 2025Q1: 249,926 shares; 2025Q2: 12,367 shares; 2025Q3: not reported; 2025Q4: 145,005 shares; 2026Q1: 181,548 shares 181,548 $9.22M 0.26% +36,543 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: 136,066 shares; 2024Q4: 140,926 shares; 2025Q1: 103,260 shares; 2025Q2: 105,526 shares; 2025Q3: 106,238 shares; 2025Q4: 139,208 shares; 2026Q1: 123,242 shares 123,242 $9.16M 0.26% -15,966 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,380 shares; 2026Q1: 12,871 shares 12,871 $9.12M 0.26% -509 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,628 shares; 2026Q1: 21,187 shares 21,187 $9.12M 0.26% +559 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,479 shares; 2024Q4: 12,938 shares; 2025Q1: 11,327 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 240,960 shares; 2026Q1: 230,263 shares 230,263 $9.09M 0.25% -10,697 Timeline HYLB 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: 20,873 shares; 2024Q4: 20,871 shares; 2025Q1: 25,049 shares; 2025Q2: 22,634 shares; 2025Q3: 25,747 shares; 2025Q4: 248,675 shares; 2026Q1: 251,151 shares 251,151 $9.08M 0.25% +2,476 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,237 shares; 2025Q2: 11,301 shares; 2025Q3: 11,600 shares; 2025Q4: 28,344 shares; 2026Q1: 28,312 shares 28,312 $9.01M 0.25% -32 Timeline ANGL 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: 24,879 shares; 2024Q4: 24,807 shares; 2025Q1: 30,223 shares; 2025Q2: 27,778 shares; 2025Q3: 32,456 shares; 2025Q4: 296,532 shares; 2026Q1: 312,057 shares 312,057 $8.96M 0.25% +15,525 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: 18,883 shares; 2024Q4: 15,543 shares; 2025Q1: 14,264 shares; 2025Q2: 20,048 shares; 2025Q3: not reported; 2025Q4: 36,612 shares; 2026Q1: 53,921 shares 53,921 $8.82M 0.25% +17,309 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,560 shares; 2026Q1: 17,736 shares 17,736 $8.42M 0.24% +176 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: 24,800 shares; 2024Q4: 31,509 shares; 2025Q1: 25,626 shares; 2025Q2: 25,490 shares; 2025Q3: 23,894 shares; 2025Q4: 25,894 shares; 2026Q1: 25,883 shares 25,883 $8.3M 0.23% -11 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,492 shares; 2025Q4: 71,149 shares; 2026Q1: 69,383 shares 69,383 $8.23M 0.23% -1,766 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: 19,812 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,958 shares; 2025Q3: 68,863 shares; 2025Q4: 126,189 shares; 2026Q1: 82,507 shares 82,507 $8.19M 0.23% -43,682 Timeline EMNT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,600 shares; 2025Q3: 23,561 shares; 2025Q4: 82,390 shares; 2026Q1: 81,178 shares 81,178 $8.03M 0.22% -1,212 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,206 shares; 2024Q4: 10,706 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,015 shares; 2026Q1: 25,517 shares 25,517 $8.02M 0.22% +502 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: not reported; 2025Q3: not reported; 2025Q4: 63,610 shares; 2026Q1: 111,866 shares 111,866 $7.75M 0.22% +48,256 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: 42,497 shares; 2024Q4: 43,412 shares; 2025Q1: 42,737 shares; 2025Q2: 56,311 shares; 2025Q3: 53,165 shares; 2025Q4: 107,306 shares; 2026Q1: 97,862 shares 97,862 $7.59M 0.21% -9,444 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,965 shares; 2025Q3: 11,955 shares; 2025Q4: 34,389 shares; 2026Q1: 30,812 shares 30,812 $7.53M 0.21% -3,577 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: 19,554 shares; 2024Q4: 20,642 shares; 2025Q1: 25,408 shares; 2025Q2: 26,389 shares; 2025Q3: 23,791 shares; 2025Q4: 53,344 shares; 2026Q1: 56,190 shares 56,190 $7.42M 0.21% +2,846 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,561 shares; 2025Q2: 19,921 shares; 2025Q3: 22,193 shares; 2025Q4: 33,350 shares; 2026Q1: 32,863 shares 32,863 $7.19M 0.2% -487 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: 11,538 shares; 2024Q4: 11,800 shares; 2025Q1: 11,201 shares; 2025Q2: 11,050 shares; 2025Q3: 10,673 shares; 2025Q4: 21,111 shares; 2026Q1: 21,849 shares 21,849 $7.19M 0.2% +738 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 114,550 shares; 2026Q1: 300,430 shares 300,430 $7.17M 0.2% +185,880 Timeline FXZ 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: 91,310 shares 91,310 $6.96M 0.19% new Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,700 shares; 2024Q4: 34,581 shares; 2025Q1: 32,096 shares; 2025Q2: 46,690 shares; 2025Q3: 15,221 shares; 2025Q4: 73,221 shares; 2026Q1: 74,734 shares 74,734 $6.8M 0.19% +1,513 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: 46,172 shares; 2024Q4: 47,635 shares; 2025Q1: 43,651 shares; 2025Q2: 43,239 shares; 2025Q3: 38,021 shares; 2025Q4: 98,227 shares; 2026Q1: 84,573 shares 84,573 $6.73M 0.19% -13,654 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,182 shares; 2024Q4: 75,533 shares; 2025Q1: 96,274 shares; 2025Q2: 128,687 shares; 2025Q3: 174,267 shares; 2025Q4: 220,289 shares; 2026Q1: 186,722 shares 186,722 $6.65M 0.19% -33,567 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,778 shares; 2024Q4: 28,384 shares; 2025Q1: 27,614 shares; 2025Q2: 29,475 shares; 2025Q3: 27,097 shares; 2025Q4: 67,780 shares; 2026Q1: 76,536 shares 76,536 $6.63M 0.19% +8,756 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,635 shares; 2024Q4: 14,523 shares; 2025Q1: 14,260 shares; 2025Q2: 10,212 shares; 2025Q3: not reported; 2025Q4: 24,317 shares; 2026Q1: 20,532 shares 20,532 $6.53M 0.18% -3,785 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: 27,882 shares; 2024Q4: 26,998 shares; 2025Q1: 64,779 shares; 2025Q2: 63,780 shares; 2025Q3: 63,913 shares; 2025Q4: 69,375 shares; 2026Q1: 73,932 shares 73,932 $6.52M 0.18% +4,557 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,034 shares; 2024Q4: 36,645 shares; 2025Q1: 34,437 shares; 2025Q2: 35,635 shares; 2025Q3: 33,544 shares; 2025Q4: 63,401 shares; 2026Q1: 66,689 shares 66,689 $6.43M 0.18% +3,288 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: 120,687 shares; 2024Q4: 294,345 shares; 2025Q1: 361,285 shares; 2025Q2: 378,412 shares; 2025Q3: 90,006 shares; 2025Q4: 77,362 shares; 2026Q1: 74,854 shares 74,854 $6.33M 0.18% -2,508 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 151,619 shares 151,619 $6.31M 0.18% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,954 shares; 2024Q4: 34,920 shares; 2025Q1: 32,056 shares; 2025Q2: 32,907 shares; 2025Q3: 33,122 shares; 2025Q4: 67,598 shares; 2026Q1: 70,113 shares 70,113 $6.28M 0.18% +2,515 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: 15,743 shares; 2024Q4: 15,567 shares; 2025Q1: 14,495 shares; 2025Q2: 12,981 shares; 2025Q3: 12,830 shares; 2025Q4: 55,285 shares; 2026Q1: 62,129 shares 62,129 $6.25M 0.17% +6,844 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,297 shares; 2026Q1: 24,921 shares 24,921 $6.18M 0.17% +2,624 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: 65,995 shares; 2024Q4: 68,989 shares; 2025Q1: 65,047 shares; 2025Q2: 68,458 shares; 2025Q3: 66,193 shares; 2025Q4: 51,926 shares; 2026Q1: 32,153 shares 32,153 $6.17M 0.17% -19,773 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,427 shares; 2026Q1: 17,777 shares 17,777 $6.1M 0.17% +350 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: 32,232 shares; 2025Q2: 33,941 shares; 2025Q3: 34,595 shares; 2025Q4: 57,752 shares; 2026Q1: 59,578 shares 59,578 $6M 0.17% +1,826 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly 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: 97,377 shares; 2026Q1: 97,761 shares 97,761 $5.97M 0.17% +384 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,273 shares; 2024Q4: 20,364 shares; 2025Q1: 18,433 shares; 2025Q2: 18,607 shares; 2025Q3: 16,503 shares; 2025Q4: 37,705 shares; 2026Q1: 38,960 shares 38,960 $5.95M 0.17% +1,255 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,157 shares; 2024Q4: 17,449 shares; 2025Q1: 16,503 shares; 2025Q2: 17,069 shares; 2025Q3: 16,535 shares; 2025Q4: 33,582 shares; 2026Q1: 34,786 shares 34,786 $5.93M 0.17% +1,204 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: 28,364 shares; 2024Q4: 25,102 shares; 2025Q1: 24,198 shares; 2025Q2: 52,163 shares; 2025Q3: 59,641 shares; 2025Q4: 71,089 shares; 2026Q1: 59,555 shares 59,555 $5.83M 0.16% -11,534 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: 10,618 shares; 2024Q4: 10,172 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,654 shares; 2026Q1: 86,428 shares 86,428 $5.8M 0.16% +73,774 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,142 shares; 2026Q1: 45,876 shares 45,876 $5.76M 0.16% -1,266 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: 15,330 shares; 2024Q4: 15,948 shares; 2025Q1: 15,336 shares; 2025Q2: 18,550 shares; 2025Q3: 20,005 shares; 2025Q4: 37,904 shares; 2026Q1: 30,462 shares 30,462 $5.69M 0.16% -7,442 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: 25,704 shares; 2024Q4: 28,816 shares; 2025Q1: 52,484 shares; 2025Q2: 72,202 shares; 2025Q3: 92,604 shares; 2025Q4: 127,360 shares; 2026Q1: 128,427 shares 128,427 $5.67M 0.16% +1,067 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 790,848 shares; 2024Q4: 781,007 shares; 2025Q1: 724,921 shares; 2025Q2: 356,080 shares; 2025Q3: 143,086 shares; 2025Q4: 533,474 shares; 2026Q1: 546,100 shares 546,100 $5.64M 0.16% +12,626 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: 28,203 shares; 2024Q4: 28,289 shares; 2025Q1: 27,995 shares; 2025Q2: 30,673 shares; 2025Q3: 21,973 shares; 2025Q4: 27,786 shares; 2026Q1: 38,875 shares 38,875 $5.62M 0.16% +11,089 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: 43,754 shares; 2024Q4: 49,655 shares; 2025Q1: 81,916 shares; 2025Q2: 74,144 shares; 2025Q3: 73,039 shares; 2025Q4: 72,310 shares; 2026Q1: 62,038 shares 62,038 $5.61M 0.16% -10,272 Timeline BBHY 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: 19,766 shares; 2024Q4: 19,428 shares; 2025Q1: 25,109 shares; 2025Q2: 24,105 shares; 2025Q3: not reported; 2025Q4: 126,113 shares; 2026Q1: 121,225 shares 121,225 $5.56M 0.16% -4,888 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 93,470 shares; 2026Q1: 96,368 shares 96,368 $5.49M 0.15% +2,898 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,762 shares; 2024Q4: 59,840 shares; 2025Q1: 39,411 shares; 2025Q2: 35,044 shares; 2025Q3: 30,821 shares; 2025Q4: 107,819 shares; 2026Q1: 89,365 shares 89,365 $5.37M 0.15% -18,454 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71,482 shares; 2026Q1: 86,074 shares 86,074 $5.32M 0.15% +14,592 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: 10,309 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,864 shares; 2025Q3: 10,596 shares; 2025Q4: 24,674 shares; 2026Q1: 24,911 shares 24,911 $5.15M 0.14% +237 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 287,921 shares; 2026Q1: 356,916 shares 356,916 $5.09M 0.14% +68,995 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: 25,758 shares 25,758 $5.08M 0.14% new 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: 29,075 shares; 2024Q4: 20,772 shares; 2025Q1: 20,446 shares; 2025Q2: 18,116 shares; 2025Q3: 18,099 shares; 2025Q4: 19,691 shares; 2026Q1: 21,210 shares 21,210 $5.04M 0.14% +1,519 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,456 shares; 2024Q4: 36,034 shares; 2025Q1: 33,581 shares; 2025Q2: 42,551 shares; 2025Q3: 26,324 shares; 2025Q4: 61,255 shares; 2026Q1: 102,944 shares 102,944 $4.96M 0.14% +41,689 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,153 shares; 2025Q2: 14,226 shares; 2025Q3: 15,066 shares; 2025Q4: 16,207 shares; 2026Q1: 20,457 shares 20,457 $4.91M 0.14% +4,250 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,124 shares; 2024Q4: 67,914 shares; 2025Q1: 40,425 shares; 2025Q2: 40,129 shares; 2025Q3: 39,905 shares; 2025Q4: 66,948 shares; 2026Q1: 72,573 shares 72,573 $4.9M 0.14% +5,625 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: 21,321 shares; 2024Q4: 21,368 shares; 2025Q1: 19,365 shares; 2025Q2: 18,577 shares; 2025Q3: 18,630 shares; 2025Q4: 35,253 shares; 2026Q1: 39,140 shares 39,140 $4.87M 0.14% +3,887 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,709 shares; 2024Q4: 88,971 shares; 2025Q1: 87,985 shares; 2025Q2: 84,247 shares; 2025Q3: 86,159 shares; 2025Q4: 86,319 shares; 2026Q1: 87,810 shares 87,810 $4.85M 0.14% +1,491 Timeline AVSC 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: 77,289 shares 77,289 $4.82M 0.13% new Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 137,297 shares; 2026Q1: 145,234 shares 145,234 $4.79M 0.13% +7,937 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & 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: 10,057 shares; 2025Q4: 24,340 shares; 2026Q1: 30,412 shares 30,412 $4.78M 0.13% +6,072 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,633 shares; 2024Q4: 63,024 shares; 2025Q1: 43,670 shares; 2025Q2: 39,430 shares; 2025Q3: 34,401 shares; 2025Q4: 127,960 shares; 2026Q1: 98,944 shares 98,944 $4.78M 0.13% -29,016 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: 15,839 shares; 2024Q4: 15,809 shares; 2025Q1: 14,348 shares; 2025Q2: 16,707 shares; 2025Q3: 16,921 shares; 2025Q4: 36,054 shares; 2026Q1: 37,045 shares 37,045 $4.77M 0.13% +991 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,769 shares; 2024Q4: 65,259 shares; 2025Q1: 50,812 shares; 2025Q2: 49,839 shares; 2025Q3: 48,401 shares; 2025Q4: 47,796 shares; 2026Q1: 49,717 shares 49,717 $4.72M 0.13% +1,921 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: 16,450 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,815 shares; 2026Q1: 21,889 shares 21,889 $4.71M 0.13% +2,074 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,759 shares; 2025Q1: 15,407 shares; 2025Q2: 11,561 shares; 2025Q3: 12,363 shares; 2025Q4: 33,816 shares; 2026Q1: 28,976 shares 28,976 $4.65M 0.13% -4,840 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 296,610 shares 296,610 $4.64M 0.13% new Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,270 shares; 2024Q4: 89,888 shares; 2025Q1: 92,516 shares; 2025Q2: 94,041 shares; 2025Q3: 94,991 shares; 2025Q4: 96,121 shares; 2026Q1: 102,278 shares 102,278 $4.56M 0.13% +6,157 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: 11,816 shares; 2024Q4: 14,934 shares; 2025Q1: 13,946 shares; 2025Q2: 11,690 shares; 2025Q3: 10,863 shares; 2025Q4: 21,098 shares; 2026Q1: 23,146 shares 23,146 $4.46M 0.12% +2,048 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,437 shares; 2024Q4: 24,586 shares; 2025Q1: 23,494 shares; 2025Q2: 49,511 shares; 2025Q3: 55,999 shares; 2025Q4: 78,792 shares; 2026Q1: 88,726 shares 88,726 $4.45M 0.12% +9,934 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: 21,545 shares; 2024Q4: 22,556 shares; 2025Q1: 20,388 shares; 2025Q2: 20,257 shares; 2025Q3: 17,943 shares; 2025Q4: 42,465 shares; 2026Q1: 37,474 shares 37,474 $4.45M 0.12% -4,991 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,617 shares; 2026Q1: 35,022 shares 35,022 $4.42M 0.12% +1,405 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 119,067 shares; 2026Q1: 119,343 shares 119,343 $4.32M 0.12% +276 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,112 shares; 2026Q1: 63,343 shares 63,343 $4.18M 0.12% +2,231 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: 32,467 shares; 2024Q4: 33,606 shares; 2025Q1: 67,168 shares; 2025Q2: 114,681 shares; 2025Q3: 102,707 shares; 2025Q4: 130,450 shares; 2026Q1: 110,066 shares 110,066 $4.16M 0.12% -20,384 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,714 shares 11,714 $4.12M 0.12% new 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: not reported; 2025Q4: 14,203 shares; 2026Q1: 14,582 shares 14,582 $4.11M 0.11% +379 Timeline ETHO 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: 29,143 shares; 2024Q4: 29,885 shares; 2025Q1: 28,006 shares; 2025Q2: 38,997 shares; 2025Q3: 12,150 shares; 2025Q4: 61,192 shares; 2026Q1: 61,623 shares 61,623 $4.07M 0.11% +431 Timeline ABNB AIRBNB INC More: the full row for AIRBNB 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: 14,594 shares; 2025Q3: 13,556 shares; 2025Q4: 31,158 shares; 2026Q1: 32,113 shares 32,113 $4.06M 0.11% +955 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,273 shares; 2026Q1: 72,109 shares 72,109 $4M 0.11% +1,836 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: 20,669 shares; 2024Q4: 20,793 shares; 2025Q1: 21,311 shares; 2025Q2: 21,439 shares; 2025Q3: 21,279 shares; 2025Q4: 48,215 shares; 2026Q1: 51,764 shares 51,764 $3.94M 0.11% +3,549 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: 19,670 shares; 2024Q4: 20,141 shares; 2025Q1: 19,732 shares; 2025Q2: 17,026 shares; 2025Q3: 16,046 shares; 2025Q4: 24,266 shares; 2026Q1: 25,076 shares 25,076 $3.89M 0.11% +810 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,963 shares; 2026Q1: 13,360 shares 13,360 $3.88M 0.11% +397 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,579 shares; 2025Q3: 29,754 shares; 2025Q4: 42,175 shares; 2026Q1: 41,864 shares 41,864 $3.86M 0.11% -311 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: 20,837 shares; 2024Q4: 18,837 shares; 2025Q1: 18,461 shares; 2025Q2: 17,023 shares; 2025Q3: 17,240 shares; 2025Q4: 51,967 shares; 2026Q1: 55,432 shares 55,432 $3.78M 0.11% +3,465 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: not reported; 2025Q1: 11,120 shares; 2025Q2: 11,120 shares; 2025Q3: 11,070 shares; 2025Q4: 28,507 shares; 2026Q1: 30,404 shares 30,404 $3.73M 0.1% +1,897 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,087 shares; 2026Q1: 17,079 shares 17,079 $3.71M 0.1% -8 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,112 shares; 2025Q4: 154,152 shares; 2026Q1: 173,191 shares 173,191 $3.7M 0.1% +19,039 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: 103,944 shares; 2024Q4: 108,488 shares; 2025Q1: 95,489 shares; 2025Q2: 79,105 shares; 2025Q3: 76,849 shares; 2025Q4: 87,195 shares; 2026Q1: 75,653 shares 75,653 $3.69M 0.1% -11,542 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,370 shares; 2026Q1: 15,402 shares 15,402 $3.69M 0.1% -1,968 Timeline PRF 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: 72,790 shares; 2025Q3: 72,879 shares; 2025Q4: 80,552 shares; 2026Q1: 75,963 shares 75,963 $3.61M 0.1% -4,589 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,473 shares; 2025Q3: 24,472 shares; 2025Q4: 53,701 shares; 2026Q1: 43,734 shares 43,734 $3.61M 0.1% -9,967 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: 59,281 shares; 2024Q4: 56,613 shares; 2025Q1: 50,415 shares; 2025Q2: 47,585 shares; 2025Q3: 53,480 shares; 2025Q4: 98,852 shares; 2026Q1: 123,422 shares 123,422 $3.58M 0.1% +24,570 Timeline TBLU 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: not reported; 2025Q3: 12,929 shares; 2025Q4: 67,523 shares; 2026Q1: 70,132 shares 70,132 $3.54M 0.1% +2,609 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,298 shares; 2025Q1: 19,006 shares; 2025Q2: 22,753 shares; 2025Q3: 24,501 shares; 2025Q4: 68,043 shares; 2026Q1: 82,406 shares 82,406 $3.51M 0.1% +14,363 Timeline FTSM 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: 31,961 shares; 2024Q4: 32,506 shares; 2025Q1: 29,961 shares; 2025Q2: 29,962 shares; 2025Q3: 28,619 shares; 2025Q4: 58,156 shares; 2026Q1: 57,751 shares 57,751 $3.45M 0.1% -405 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,838 shares; 2026Q1: 12,329 shares 12,329 $3.44M 0.1% +1,491 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,571 shares; 2024Q4: 30,903 shares; 2025Q1: 32,846 shares; 2025Q2: 39,321 shares; 2025Q3: 48,954 shares; 2025Q4: 100,431 shares; 2026Q1: 99,919 shares 99,919 $3.44M 0.1% -512 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,540 shares; 2026Q1: 68,591 shares 68,591 $3.43M 0.1% +3,051 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,452 shares; 2026Q1: 44,195 shares 44,195 $3.41M 0.1% -5,257 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: 62,055 shares; 2024Q4: 55,625 shares; 2025Q1: 56,178 shares; 2025Q2: 54,272 shares; 2025Q3: 53,154 shares; 2025Q4: 76,347 shares; 2026Q1: 60,280 shares 60,280 $3.41M 0.1% -16,067 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: 18,476 shares; 2024Q4: 20,095 shares; 2025Q1: 22,386 shares; 2025Q2: 19,996 shares; 2025Q3: 19,216 shares; 2025Q4: 20,299 shares; 2026Q1: 22,802 shares 22,802 $3.38M 0.09% +2,503 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: 10,441 shares; 2024Q4: 17,823 shares; 2025Q1: 11,550 shares; 2025Q2: 42,712 shares; 2025Q3: 42,364 shares; 2025Q4: 45,633 shares; 2026Q1: 45,587 shares 45,587 $3.36M 0.09% -46 Timeline BLDX IMPAX FUNDS SERIES TRUST I More: the full row for IMPAX FUNDS SERIES TRUST I Quarterly 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: 130,251 shares 130,251 $3.34M 0.09% new Timeline WINN 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: 52,100 shares; 2025Q3: 113,643 shares; 2025Q4: 176,621 shares; 2026Q1: 119,524 shares 119,524 $3.31M 0.09% -57,097 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: 21,574 shares; 2024Q4: 14,881 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,923 shares; 2026Q1: 16,088 shares 16,088 $3.27M 0.09% +1,165 Timeline FTNT FORTINET INC More: the full row for FORTINET 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: 41,009 shares; 2026Q1: 39,733 shares 39,733 $3.25M 0.09% -1,276 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: 42,858 shares; 2024Q4: 40,193 shares; 2025Q1: 35,525 shares; 2025Q2: 36,753 shares; 2025Q3: 32,442 shares; 2025Q4: 37,719 shares; 2026Q1: 45,926 shares 45,926 $3.22M 0.09% +8,207 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,992 shares; 2026Q1: 11,246 shares 11,246 $3.19M 0.09% +254 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: 13,329 shares; 2024Q4: 13,373 shares; 2025Q1: 13,217 shares; 2025Q2: 12,689 shares; 2025Q3: 12,522 shares; 2025Q4: 14,894 shares; 2026Q1: 14,836 shares 14,836 $3.17M 0.09% -58 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 86,679 shares; 2026Q1: 158,622 shares 158,622 $3.14M 0.09% +71,943 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: 12,228 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,348 shares 16,348 $3.14M 0.09% new 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: 40,575 shares; 2024Q4: 110,598 shares; 2025Q1: 104,025 shares; 2025Q2: 91,709 shares; 2025Q3: 88,892 shares; 2025Q4: 101,284 shares; 2026Q1: 102,015 shares 102,015 $3.13M 0.09% +731 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,658 shares; 2024Q4: 13,472 shares; 2025Q1: 12,628 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,199 shares; 2026Q1: 21,833 shares 21,833 $3.12M 0.09% +1,634 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: 10,453 shares; 2024Q4: 10,113 shares; 2025Q1: not reported; 2025Q2: 13,234 shares; 2025Q3: 13,277 shares; 2025Q4: 22,705 shares; 2026Q1: 23,767 shares 23,767 $3.11M 0.09% +1,062 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,470 shares; 2024Q4: 12,801 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 72,650 shares; 2026Q1: 28,380 shares 28,380 $3.08M 0.09% -44,270 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,347 shares; 2026Q1: 12,685 shares 12,685 $3.07M 0.09% +1,338 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: 20,498 shares; 2025Q2: 18,805 shares; 2025Q3: 15,803 shares; 2025Q4: 26,994 shares; 2026Q1: 14,332 shares 14,332 $3.06M 0.09% -12,662 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: 21,423 shares; 2024Q4: 22,243 shares; 2025Q1: 22,488 shares; 2025Q2: 23,271 shares; 2025Q3: 26,949 shares; 2025Q4: 53,969 shares; 2026Q1: 41,771 shares 41,771 $3.04M 0.09% -12,198 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,136 shares; 2024Q4: 54,592 shares; 2025Q1: not reported; 2025Q2: 53,917 shares; 2025Q3: 56,370 shares; 2025Q4: 56,044 shares; 2026Q1: 58,455 shares 58,455 $3.04M 0.08% +2,411 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,849 shares; 2026Q1: 12,492 shares 12,492 $3.03M 0.08% +643 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: 64,960 shares; 2026Q1: 67,850 shares 67,850 $3.03M 0.08% +2,890 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: 10,755 shares; 2024Q4: 12,261 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,406 shares; 2025Q4: 25,343 shares; 2026Q1: 28,338 shares 28,338 $3.01M 0.08% +2,995 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,047 shares 19,047 $3M 0.08% new Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,492 shares; 2024Q4: 39,473 shares; 2025Q1: 37,438 shares; 2025Q2: 35,358 shares; 2025Q3: 34,338 shares; 2025Q4: 46,061 shares; 2026Q1: 40,830 shares 40,830 $2.99M 0.08% -5,231 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,847 shares; 2026Q1: 18,426 shares 18,426 $2.94M 0.08% +3,579 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: 93,815 shares; 2024Q4: 104,953 shares; 2025Q1: 132,037 shares; 2025Q2: 127,163 shares; 2025Q3: 126,979 shares; 2025Q4: 161,181 shares; 2026Q1: 171,137 shares 171,137 $2.93M 0.08% +9,956 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,532 shares 11,532 $2.87M 0.08% 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: 15,667 shares; 2024Q4: 14,900 shares; 2025Q1: 14,073 shares; 2025Q2: 14,398 shares; 2025Q3: 14,280 shares; 2025Q4: 23,260 shares; 2026Q1: 23,708 shares 23,708 $2.85M 0.08% +448 Timeline ALM ALMONTY INDS INC More: the full row for ALMONTY INDS 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: 196,440 shares 196,440 $2.84M 0.08% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,123 shares; 2024Q4: 22,316 shares; 2025Q1: 22,017 shares; 2025Q2: 21,224 shares; 2025Q3: 20,634 shares; 2025Q4: 20,510 shares; 2026Q1: 20,472 shares 20,472 $2.78M 0.08% -38 Timeline FTXN 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: 71,703 shares; 2026Q1: 71,778 shares 71,778 $2.77M 0.08% +75 Timeline DJD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,094 shares 46,094 $2.75M 0.08% new Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,052 shares; 2025Q1: 25,831 shares; 2025Q2: 34,081 shares; 2025Q3: 90,032 shares; 2025Q4: 136,684 shares; 2026Q1: 170,787 shares 170,787 $2.7M 0.08% +34,103 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,466 shares; 2024Q4: 11,937 shares; 2025Q1: 11,791 shares; 2025Q2: 11,787 shares; 2025Q3: not reported; 2025Q4: 13,278 shares; 2026Q1: 15,333 shares 15,333 $2.68M 0.07% +2,055 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,553 shares 13,553 $2.66M 0.07% new Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,260 shares; 2024Q4: 17,672 shares; 2025Q1: 17,654 shares; 2025Q2: 31,619 shares; 2025Q3: 31,493 shares; 2025Q4: 32,111 shares; 2026Q1: 33,513 shares 33,513 $2.65M 0.07% +1,402 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,243 shares; 2026Q1: 13,286 shares 13,286 $2.64M 0.07% +43 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,788 shares 10,788 $2.62M 0.07% new 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: 25,493 shares; 2024Q4: 29,188 shares; 2025Q1: 29,492 shares; 2025Q2: 31,554 shares; 2025Q3: 32,145 shares; 2025Q4: 33,910 shares; 2026Q1: 36,207 shares 36,207 $2.58M 0.07% +2,297 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,002 shares; 2025Q1: not reported; 2025Q2: 11,986 shares; 2025Q3: 12,515 shares; 2025Q4: 28,907 shares; 2026Q1: 26,511 shares 26,511 $2.56M 0.07% -2,396 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: 54,956 shares; 2024Q4: 56,107 shares; 2025Q1: 77,538 shares; 2025Q2: 104,890 shares; 2025Q3: 56,026 shares; 2025Q4: 87,185 shares; 2026Q1: 88,925 shares 88,925 $2.5M 0.07% +1,740 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,770 shares; 2026Q1: 22,955 shares 22,955 $2.48M 0.07% -18,815 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: 12,782 shares; 2024Q4: 16,541 shares; 2025Q1: 15,155 shares; 2025Q2: 17,331 shares; 2025Q3: 17,217 shares; 2025Q4: 27,437 shares; 2026Q1: 26,519 shares 26,519 $2.46M 0.07% -918 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,697 shares; 2025Q4: 47,538 shares; 2026Q1: 40,363 shares 40,363 $2.45M 0.07% -7,175 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,032 shares 43,032 $2.41M 0.07% new 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: 37,358 shares; 2024Q4: 38,038 shares; 2025Q1: 36,326 shares; 2025Q2: 37,325 shares; 2025Q3: 35,926 shares; 2025Q4: 34,085 shares; 2026Q1: 30,747 shares 30,747 $2.38M 0.07% -3,338 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: 11,516 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,182 shares; 2026Q1: 37,852 shares 37,852 $2.32M 0.06% +9,670 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: 45,557 shares; 2024Q4: 45,983 shares; 2025Q1: 30,794 shares; 2025Q2: 34,000 shares; 2025Q3: 43,433 shares; 2025Q4: 50,478 shares; 2026Q1: 55,518 shares 55,518 $2.31M 0.06% +5,040 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: 21,272 shares; 2024Q4: 21,994 shares; 2025Q1: 21,471 shares; 2025Q2: 15,936 shares; 2025Q3: 14,700 shares; 2025Q4: 14,041 shares; 2026Q1: 11,038 shares 11,038 $2.3M 0.06% -3,003 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,056 shares; 2025Q2: 21,845 shares; 2025Q3: 54,674 shares; 2025Q4: 61,249 shares; 2026Q1: 61,618 shares 61,618 $2.29M 0.06% +369 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,642 shares; 2026Q1: 16,771 shares 16,771 $2.27M 0.06% +2,129 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,237 shares; 2025Q2: 11,696 shares; 2025Q3: 12,671 shares; 2025Q4: 26,346 shares; 2026Q1: 58,229 shares 58,229 $2.24M 0.06% +31,883 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: 48,677 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,022 shares; 2025Q3: 27,127 shares; 2025Q4: 32,828 shares; 2026Q1: 44,219 shares 44,219 $2.23M 0.06% +11,391 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,014 shares; 2024Q4: 40,735 shares; 2025Q1: 35,449 shares; 2025Q2: 35,710 shares; 2025Q3: 11,083 shares; 2025Q4: 56,111 shares; 2026Q1: 57,350 shares 57,350 $2.22M 0.06% +1,239 Timeline RDIV 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: 28,044 shares; 2024Q4: 28,055 shares; 2025Q1: 25,034 shares; 2025Q2: 25,287 shares; 2025Q3: 18,599 shares; 2025Q4: 40,856 shares; 2026Q1: 39,640 shares 39,640 $2.21M 0.06% -1,216 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: 17,470 shares; 2024Q4: 19,332 shares; 2025Q1: 22,541 shares; 2025Q2: 22,869 shares; 2025Q3: 22,917 shares; 2025Q4: 36,432 shares; 2026Q1: 36,311 shares 36,311 $2.19M 0.06% -121 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,668 shares; 2025Q3: 13,871 shares; 2025Q4: 13,410 shares; 2026Q1: 13,705 shares 13,705 $2.18M 0.06% +295 Timeline NUE NUCOR CORP More: the full row for NUCOR 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: 13,349 shares; 2026Q1: 12,878 shares 12,878 $2.18M 0.06% -471 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,722 shares; 2026Q1: 22,998 shares 22,998 $2.18M 0.06% +3,276 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,921 shares; 2025Q3: 36,763 shares; 2025Q4: 45,226 shares; 2026Q1: 47,547 shares 47,547 $2.17M 0.06% +2,321 Timeline AVGE 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: 21,448 shares; 2024Q4: 28,766 shares; 2025Q1: 25,443 shares; 2025Q2: 24,003 shares; 2025Q3: 24,598 shares; 2025Q4: 24,595 shares; 2026Q1: 24,571 shares 24,571 $2.16M 0.06% -24 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,403 shares 29,403 $2.14M 0.06% new Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,649 shares; 2024Q4: 43,219 shares; 2025Q1: 34,363 shares; 2025Q2: 33,949 shares; 2025Q3: 31,107 shares; 2025Q4: 48,887 shares; 2026Q1: 45,406 shares 45,406 $2.14M 0.06% -3,481 Timeline FBCG 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: 44,775 shares; 2024Q4: 46,110 shares; 2025Q1: 44,827 shares; 2025Q2: 43,193 shares; 2025Q3: 43,206 shares; 2025Q4: 42,602 shares; 2026Q1: 42,382 shares 42,382 $2.12M 0.06% -220 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,668 shares; 2026Q1: 12,798 shares 12,798 $2.11M 0.06% +130 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,196 shares; 2024Q4: 78,584 shares; 2025Q1: 73,334 shares; 2025Q2: 72,483 shares; 2025Q3: 72,423 shares; 2025Q4: 16,591 shares; 2026Q1: 72,951 shares 72,951 $2.09M 0.06% +56,360 Timeline MAS MASCO CORP More: the full row for MASCO 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: 13,278 shares; 2025Q4: 30,641 shares; 2026Q1: 34,560 shares 34,560 $2.09M 0.06% +3,919 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: 80,978 shares; 2024Q4: 73,169 shares; 2025Q1: 72,641 shares; 2025Q2: 60,331 shares; 2025Q3: 58,476 shares; 2025Q4: 55,264 shares; 2026Q1: 53,034 shares 53,034 $2.06M 0.06% -2,230 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING 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: 147,141 shares; 2026Q1: 186,691 shares 186,691 $2.04M 0.06% +39,550 Timeline DXCM DEXCOM INC More: the full row for DEXCOM 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: 30,734 shares; 2026Q1: 32,285 shares 32,285 $2.03M 0.06% +1,551 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,877 shares; 2024Q4: 19,860 shares; 2025Q1: 21,427 shares; 2025Q2: 19,921 shares; 2025Q3: 19,787 shares; 2025Q4: 20,161 shares; 2026Q1: 21,873 shares 21,873 $2.02M 0.06% +1,712 Timeline AVIV 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: 108,239 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,388 shares; 2026Q1: 26,550 shares 26,550 $1.99M 0.06% +2,162 Timeline LQDA LIQUIDIA CORPORATION More: the full row for LIQUIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,454 shares; 2025Q4: 54,411 shares; 2026Q1: 51,901 shares 51,901 $1.96M 0.05% -2,510 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,011 shares; 2025Q4: 23,495 shares; 2026Q1: 27,496 shares 27,496 $1.95M 0.05% +4,001 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: 10,177 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,411 shares; 2026Q1: 13,162 shares 13,162 $1.92M 0.05% +1,751 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,256 shares; 2024Q4: 76,878 shares; 2025Q1: not reported; 2025Q2: 106,756 shares; 2025Q3: 107,136 shares; 2025Q4: 106,658 shares; 2026Q1: 106,520 shares 106,520 $1.92M 0.05% -138 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,073 shares; 2024Q4: 30,504 shares; 2025Q1: 27,744 shares; 2025Q2: 26,885 shares; 2025Q3: not reported; 2025Q4: 43,346 shares; 2026Q1: 45,435 shares 45,435 $1.87M 0.05% +2,089 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,268 shares; 2026Q1: 17,737 shares 17,737 $1.85M 0.05% -9,531 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,126 shares; 2025Q4: 83,717 shares; 2026Q1: 83,718 shares 83,718 $1.84M 0.05% +1 Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS 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: 15,135 shares; 2026Q1: 16,474 shares 16,474 $1.83M 0.05% +1,339 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES 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: 30,831 shares; 2026Q1: 30,831 shares 30,831 $1.82M 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61,216 shares; 2025Q3: 61,556 shares; 2025Q4: 55,218 shares; 2026Q1: 53,549 shares 53,549 $1.82M 0.05% -1,669 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,732 shares; 2025Q3: 12,231 shares; 2025Q4: 27,440 shares; 2026Q1: 35,470 shares 35,470 $1.81M 0.05% +8,030 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,581 shares; 2025Q2: 16,331 shares; 2025Q3: 14,183 shares; 2025Q4: 28,637 shares; 2026Q1: 27,352 shares 27,352 $1.79M 0.05% -1,285 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,913 shares; 2026Q1: 28,409 shares 28,409 $1.78M 0.05% -17,504 Timeline SPTS 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: 17,451 shares; 2025Q3: not reported; 2025Q4: 56,144 shares; 2026Q1: 60,875 shares 60,875 $1.78M 0.05% +4,731 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,083 shares; 2024Q4: 166,345 shares; 2025Q1: 28,286 shares; 2025Q2: 25,490 shares; 2025Q3: 27,310 shares; 2025Q4: 30,633 shares; 2026Q1: 34,557 shares 34,557 $1.71M 0.05% +3,924 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 77,700 shares; 2025Q3: 63,459 shares; 2025Q4: 102,933 shares; 2026Q1: 72,613 shares 72,613 $1.71M 0.05% -30,320 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN 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: 17,172 shares; 2026Q1: 18,691 shares 18,691 $1.7M 0.05% +1,519 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,135 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 144,554 shares; 2026Q1: 144,704 shares 144,704 $1.67M 0.05% +150 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: 13,996 shares; 2024Q4: 12,604 shares; 2025Q1: 10,380 shares; 2025Q2: 10,782 shares; 2025Q3: not reported; 2025Q4: 29,994 shares; 2026Q1: 30,593 shares 30,593 $1.66M 0.05% +599 Timeline CTVA CORTEVA INC More: the full row for CORTEVA 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: 19,833 shares; 2026Q1: 19,716 shares 19,716 $1.65M 0.05% -117 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,748 shares; 2026Q1: 14,910 shares 14,910 $1.65M 0.05% +1,162 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 110,110 shares; 2025Q3: 118,439 shares; 2025Q4: 242,231 shares; 2026Q1: 206,688 shares 206,688 $1.64M 0.05% -35,543 Timeline BILZ 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: not reported; 2025Q4: 13,571 shares; 2026Q1: 16,085 shares 16,085 $1.62M 0.05% +2,514 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,089 shares 11,089 $1.61M 0.05% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,369 shares 17,369 $1.6M 0.04% new Timeline FXU 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: 147,893 shares; 2025Q3: 136,385 shares; 2025Q4: 371,681 shares; 2026Q1: 32,288 shares 32,288 $1.6M 0.04% -339,393 Timeline FLQM 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: 13,247 shares; 2025Q1: 80,606 shares; 2025Q2: 97,090 shares; 2025Q3: 29,828 shares; 2025Q4: 28,353 shares; 2026Q1: 28,913 shares 28,913 $1.59M 0.04% +560 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: 18,533 shares; 2024Q4: 13,764 shares; 2025Q1: 11,391 shares; 2025Q2: 10,615 shares; 2025Q3: 10,159 shares; 2025Q4: 18,837 shares; 2026Q1: 17,058 shares 17,058 $1.58M 0.04% -1,779 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: 16,850 shares; 2024Q4: 19,350 shares; 2025Q1: 17,850 shares; 2025Q2: 17,900 shares; 2025Q3: not reported; 2025Q4: 41,421 shares; 2026Q1: 44,517 shares 44,517 $1.57M 0.04% +3,096 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,525 shares; 2026Q1: 15,200 shares 15,200 $1.56M 0.04% +675 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,362 shares; 2024Q4: 13,971 shares; 2025Q1: 15,559 shares; 2025Q2: 21,308 shares; 2025Q3: 18,543 shares; 2025Q4: 36,879 shares; 2026Q1: 32,234 shares 32,234 $1.56M 0.04% -4,645 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: 16,668 shares; 2024Q4: 16,380 shares; 2025Q1: 14,672 shares; 2025Q2: 13,622 shares; 2025Q3: 10,951 shares; 2025Q4: 24,244 shares; 2026Q1: 23,627 shares 23,627 $1.56M 0.04% -617 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,448 shares; 2025Q4: 59,275 shares; 2026Q1: 30,603 shares 30,603 $1.54M 0.04% -28,672 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,303 shares 12,303 $1.54M 0.04% new 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: 65,010 shares; 2024Q4: 49,567 shares; 2025Q1: 41,020 shares; 2025Q2: 37,579 shares; 2025Q3: 35,881 shares; 2025Q4: 38,601 shares; 2026Q1: 38,844 shares 38,844 $1.53M 0.04% +243 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,110 shares; 2024Q4: 13,850 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,612 shares; 2026Q1: 26,069 shares 26,069 $1.53M 0.04% +2,457 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,836 shares; 2025Q3: 26,229 shares; 2025Q4: 25,536 shares; 2026Q1: 25,670 shares 25,670 $1.52M 0.04% +134 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,905 shares; 2025Q3: 17,888 shares; 2025Q4: 27,847 shares; 2026Q1: 30,682 shares 30,682 $1.51M 0.04% +2,835 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: 12,839 shares; 2024Q4: 15,066 shares; 2025Q1: 16,106 shares; 2025Q2: 17,836 shares; 2025Q3: 18,834 shares; 2025Q4: 19,306 shares; 2026Q1: 20,905 shares 20,905 $1.5M 0.04% +1,599 Timeline AUSF 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: 19,791 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,969 shares; 2025Q4: 30,481 shares; 2026Q1: 30,856 shares 30,856 $1.49M 0.04% +375 Timeline QGRO 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: 17,136 shares; 2024Q4: 13,677 shares; 2025Q1: 13,905 shares; 2025Q2: 14,195 shares; 2025Q3: 14,159 shares; 2025Q4: 14,144 shares; 2026Q1: 14,172 shares 14,172 $1.49M 0.04% +28 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,087 shares; 2025Q4: 10,598 shares; 2026Q1: 11,087 shares 11,087 $1.48M 0.04% +489 Timeline RRR RED ROCK RESORTS INC More: the full row for RED ROCK RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,325 shares; 2024Q4: 18,240 shares; 2025Q1: 18,240 shares; 2025Q2: 18,150 shares; 2025Q3: 18,138 shares; 2025Q4: 27,643 shares; 2026Q1: 27,643 shares 27,643 $1.48M 0.04% 0 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,025 shares; 2025Q3: 12,224 shares; 2025Q4: 23,076 shares; 2026Q1: 32,864 shares 32,864 $1.47M 0.04% +9,788 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: 24,248 shares; 2024Q4: 23,811 shares; 2025Q1: 18,648 shares; 2025Q2: 18,788 shares; 2025Q3: 17,779 shares; 2025Q4: 19,934 shares; 2026Q1: 22,803 shares 22,803 $1.46M 0.04% +2,869 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,411 shares; 2025Q2: 11,053 shares; 2025Q3: not reported; 2025Q4: 14,062 shares; 2026Q1: 15,654 shares 15,654 $1.45M 0.04% +1,592 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,924 shares; 2026Q1: 15,973 shares 15,973 $1.45M 0.04% -3,951 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 269,435 shares; 2024Q4: 277,466 shares; 2025Q1: 248,238 shares; 2025Q2: 25,496 shares; 2025Q3: not reported; 2025Q4: 14,568 shares; 2026Q1: 14,959 shares 14,959 $1.43M 0.04% +391 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,236 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,776 shares 28,776 $1.43M 0.04% new 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: 23,780 shares; 2024Q4: 14,114 shares; 2025Q1: 123,579 shares; 2025Q2: 135,445 shares; 2025Q3: 25,491 shares; 2025Q4: 33,259 shares; 2026Q1: 35,867 shares 35,867 $1.41M 0.04% +2,608 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,026 shares; 2025Q4: 14,772 shares; 2026Q1: 14,869 shares 14,869 $1.41M 0.04% +97 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,120 shares; 2025Q3: 11,378 shares; 2025Q4: 15,259 shares; 2026Q1: 18,172 shares 18,172 $1.4M 0.04% +2,913 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,272 shares; 2026Q1: 12,439 shares 12,439 $1.4M 0.04% +167 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,328 shares; 2026Q1: 10,656 shares 10,656 $1.4M 0.04% -672 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 86,814 shares; 2026Q1: 82,412 shares 82,412 $1.37M 0.04% -4,402 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,410 shares; 2025Q1: 22,219 shares; 2025Q2: 52,026 shares; 2025Q3: 60,607 shares; 2025Q4: 50,154 shares; 2026Q1: 48,864 shares 48,864 $1.36M 0.04% -1,290 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,171 shares; 2025Q1: 18,547 shares; 2025Q2: 17,621 shares; 2025Q3: 22,841 shares; 2025Q4: 24,583 shares; 2026Q1: 28,660 shares 28,660 $1.35M 0.04% +4,077 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,405 shares; 2024Q4: 16,638 shares; 2025Q1: 16,265 shares; 2025Q2: 15,694 shares; 2025Q3: 16,945 shares; 2025Q4: 18,202 shares; 2026Q1: 18,057 shares 18,057 $1.35M 0.04% -145 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,703 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,795 shares; 2026Q1: 51,880 shares 51,880 $1.33M 0.04% +1,085 Timeline USMF 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: 32,394 shares; 2024Q4: 31,994 shares; 2025Q1: 30,438 shares; 2025Q2: 28,758 shares; 2025Q3: 28,304 shares; 2025Q4: 27,387 shares; 2026Q1: 26,725 shares 26,725 $1.32M 0.04% -662 Timeline FIXD 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: 25,406 shares; 2025Q1: 23,713 shares; 2025Q2: 23,913 shares; 2025Q3: 22,575 shares; 2025Q4: 30,054 shares; 2026Q1: 30,063 shares 30,063 $1.31M 0.04% +9 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,126 shares; 2024Q4: 11,563 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,265 shares; 2026Q1: 17,205 shares 17,205 $1.29M 0.04% -1,060 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX 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: 23,286 shares; 2026Q1: 22,883 shares 22,883 $1.29M 0.04% -403 Timeline GDXJ 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: 12,418 shares; 2024Q4: 12,869 shares; 2025Q1: 12,969 shares; 2025Q2: 12,169 shares; 2025Q3: 11,939 shares; 2025Q4: 12,170 shares; 2026Q1: 10,750 shares 10,750 $1.29M 0.04% -1,420 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: 15,900 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,429 shares; 2026Q1: 13,868 shares 13,868 $1.29M 0.04% +439 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,918 shares; 2026Q1: 13,169 shares 13,169 $1.28M 0.04% +2,251 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: 55,242 shares; 2024Q4: 16,790 shares; 2025Q1: 12,216 shares; 2025Q2: 11,959 shares; 2025Q3: 11,959 shares; 2025Q4: 13,525 shares; 2026Q1: 13,156 shares 13,156 $1.27M 0.04% -369 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: 11,202 shares; 2024Q4: 11,573 shares; 2025Q1: 11,066 shares; 2025Q2: 13,471 shares; 2025Q3: 10,272 shares; 2025Q4: 17,880 shares; 2026Q1: 11,215 shares 11,215 $1.27M 0.04% -6,665 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: 15,895 shares; 2024Q4: 15,856 shares; 2025Q1: 16,530 shares; 2025Q2: 20,977 shares; 2025Q3: 32,153 shares; 2025Q4: 24,095 shares; 2026Q1: 25,880 shares 25,880 $1.27M 0.04% +1,785 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,022 shares; 2026Q1: 44,854 shares 44,854 $1.26M 0.04% +10,832 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,478 shares; 2026Q1: 11,110 shares 11,110 $1.24M 0.03% -4,368 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,783 shares; 2026Q1: 60,104 shares 60,104 $1.23M 0.03% +22,321 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: 12,204 shares; 2024Q4: 42,303 shares; 2025Q1: 42,910 shares; 2025Q2: 47,701 shares; 2025Q3: 50,015 shares; 2025Q4: 57,358 shares; 2026Q1: 41,952 shares 41,952 $1.22M 0.03% -15,406 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,643 shares; 2024Q4: 93,372 shares; 2025Q1: 109,187 shares; 2025Q2: 159,634 shares; 2025Q3: 176,564 shares; 2025Q4: 27,348 shares; 2026Q1: 24,409 shares 24,409 $1.21M 0.03% -2,939 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,727 shares; 2026Q1: 14,574 shares 14,574 $1.21M 0.03% -153 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,070 shares; 2025Q3: 10,407 shares; 2025Q4: 23,195 shares; 2026Q1: 12,110 shares 12,110 $1.2M 0.03% -11,085 Timeline BEAM BEAM THERAPEUTICS INC More: the full row for BEAM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,162 shares; 2025Q4: 39,917 shares; 2026Q1: 50,119 shares 50,119 $1.19M 0.03% +10,202 Timeline FLRN 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: 27,717 shares; 2026Q1: 38,758 shares 38,758 $1.19M 0.03% +11,041 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,681 shares; 2026Q1: 11,664 shares 11,664 $1.19M 0.03% -17 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,970 shares; 2026Q1: 29,237 shares 29,237 $1.17M 0.03% +15,267 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,071 shares 10,071 $1.16M 0.03% new Timeline SKYY 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: 13,646 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,558 shares 10,558 $1.15M 0.03% new Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,098 shares 12,098 $1.15M 0.03% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,941 shares 19,941 $1.15M 0.03% new 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: 17,113 shares; 2024Q4: 17,004 shares; 2025Q1: 14,844 shares; 2025Q2: 14,721 shares; 2025Q3: 13,107 shares; 2025Q4: 18,387 shares; 2026Q1: 21,123 shares 21,123 $1.14M 0.03% +2,736 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ 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: 14,850 shares; 2026Q1: 13,416 shares 13,416 $1.14M 0.03% -1,434 Timeline EMB 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: 10,409 shares; 2025Q2: 10,373 shares; 2025Q3: 10,360 shares; 2025Q4: 12,862 shares; 2026Q1: 12,087 shares 12,087 $1.14M 0.03% -775 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,206 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,846 shares; 2026Q1: 15,001 shares 15,001 $1.13M 0.03% +1,155 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,718 shares; 2026Q1: 49,496 shares 49,496 $1.13M 0.03% +19,778 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,677 shares; 2024Q4: 42,982 shares; 2025Q1: 41,820 shares; 2025Q2: 34,952 shares; 2025Q3: 17,341 shares; 2025Q4: 41,540 shares; 2026Q1: 12,239 shares 12,239 $1.11M 0.03% -29,301 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,780 shares 11,780 $1.11M 0.03% new 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: 27,679 shares; 2024Q4: 28,761 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,551 shares; 2026Q1: 12,739 shares 12,739 $1.1M 0.03% +1,188 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,208 shares; 2026Q1: 41,208 shares 41,208 $1.09M 0.03% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,808 shares; 2026Q1: 11,222 shares 11,222 $1.09M 0.03% -14,586 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: not reported; 2025Q3: 15,589 shares; 2025Q4: 20,074 shares; 2026Q1: 20,256 shares 20,256 $1.09M 0.03% +182 Timeline CRH CRH PLC More: the full row for CRH 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: 11,532 shares; 2026Q1: 10,347 shares 10,347 $1.09M 0.03% -1,185 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: 14,620 shares; 2024Q4: 13,720 shares; 2025Q1: 14,430 shares; 2025Q2: 14,855 shares; 2025Q3: 15,005 shares; 2025Q4: 18,519 shares; 2026Q1: 17,547 shares 17,547 $1.08M 0.03% -972 Timeline EEMV 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: 18,529 shares; 2024Q4: 18,283 shares; 2025Q1: 17,758 shares; 2025Q2: 17,760 shares; 2025Q3: 17,068 shares; 2025Q4: 16,166 shares; 2026Q1: 16,490 shares 16,490 $1.07M 0.03% +324 Timeline HLN HALEON PLC More: the full row for HALEON 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: 52,077 shares; 2025Q3: 57,428 shares; 2025Q4: 117,312 shares; 2026Q1: 104,689 shares 104,689 $1.05M 0.03% -12,623 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,455 shares; 2026Q1: 23,889 shares 23,889 $1.04M 0.03% -22,566 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL 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: 18,781 shares; 2026Q1: 16,661 shares 16,661 $1.04M 0.03% -2,120 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,863 shares; 2025Q3: 11,271 shares; 2025Q4: 12,276 shares; 2026Q1: 13,602 shares 13,602 $1.03M 0.03% +1,326 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,080 shares; 2026Q1: 21,964 shares 21,964 $1.03M 0.03% +1,884 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,470 shares; 2026Q1: 20,131 shares 20,131 $1.02M 0.03% +5,661 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: 14,799 shares; 2024Q4: 14,860 shares; 2025Q1: 14,423 shares; 2025Q2: 13,610 shares; 2025Q3: 13,643 shares; 2025Q4: 15,342 shares; 2026Q1: 14,924 shares 14,924 $1.02M 0.03% -418 Timeline CHGX 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: 48,241 shares; 2025Q3: not reported; 2025Q4: 45,682 shares; 2026Q1: 37,913 shares 37,913 $1.02M 0.03% -7,769 Timeline JPLD 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: 10,772 shares; 2025Q1: 12,009 shares; 2025Q2: 11,928 shares; 2025Q3: 13,584 shares; 2025Q4: 15,099 shares; 2026Q1: 19,060 shares 19,060 $995K 0.03% +3,961 Timeline ARTY 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: 11,325 shares; 2024Q4: 12,442 shares; 2025Q1: 11,935 shares; 2025Q2: 11,908 shares; 2025Q3: 12,156 shares; 2025Q4: 12,212 shares; 2026Q1: 21,341 shares 21,341 $993K 0.03% +9,129 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,696 shares; 2024Q4: 12,071 shares; 2025Q1: not reported; 2025Q2: 11,300 shares; 2025Q3: 11,953 shares; 2025Q4: 12,059 shares; 2026Q1: 12,071 shares 12,071 $989K 0.03% +12 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,311 shares; 2025Q3: not reported; 2025Q4: 12,552 shares; 2026Q1: 13,108 shares 13,108 $984K 0.03% +556 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: 13,617 shares; 2024Q4: 14,488 shares; 2025Q1: 14,488 shares; 2025Q2: 14,976 shares; 2025Q3: 14,976 shares; 2025Q4: 49,009 shares; 2026Q1: 50,874 shares 50,874 $982K 0.03% +1,865 Timeline FLAX 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: 238,283 shares; 2024Q4: 125,400 shares; 2025Q1: 112,299 shares; 2025Q2: 35,322 shares; 2025Q3: 33,132 shares; 2025Q4: 32,019 shares; 2026Q1: 30,766 shares 30,766 $940K 0.03% -1,253 Timeline DX DYNEX CAP INC More: the full row for DYNEX CAP 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: 28,807 shares; 2025Q3: 37,059 shares; 2025Q4: 61,901 shares; 2026Q1: 73,355 shares 73,355 $936K 0.03% +11,454 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,074 shares; 2026Q1: 11,235 shares 11,235 $928K 0.03% +161 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,163 shares; 2024Q4: 20,330 shares; 2025Q1: 19,750 shares; 2025Q2: 17,970 shares; 2025Q3: 15,195 shares; 2025Q4: 22,366 shares; 2026Q1: 13,677 shares 13,677 $924K 0.03% -8,689 Timeline SFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,743 shares; 2024Q4: 32,504 shares; 2025Q1: 32,412 shares; 2025Q2: 30,643 shares; 2025Q3: 29,076 shares; 2025Q4: 27,382 shares; 2026Q1: 30,762 shares 30,762 $924K 0.03% +3,380 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: 19,001 shares; 2024Q4: 19,001 shares; 2025Q1: 19,111 shares; 2025Q2: 19,112 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,472 shares 18,472 $923K 0.03% new Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,221 shares; 2025Q4: 63,360 shares; 2026Q1: 63,973 shares 63,973 $923K 0.03% +613 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,281 shares 13,281 $907K 0.03% new Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,502 shares; 2024Q4: 19,734 shares; 2025Q1: 19,647 shares; 2025Q2: 18,428 shares; 2025Q3: 15,778 shares; 2025Q4: 13,894 shares; 2026Q1: 17,027 shares 17,027 $893K 0.02% +3,133 Timeline BDYN 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: 57,897 shares; 2025Q4: 51,767 shares; 2026Q1: 36,395 shares 36,395 $885K 0.02% -15,372 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: not reported; 2025Q4: 25,338 shares; 2026Q1: 15,431 shares 15,431 $876K 0.02% -9,907 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: 14,279 shares; 2026Q1: 16,596 shares 16,596 $875K 0.02% +2,317 Timeline EQBK EQUITY BANCSHARES INC More: the full row for EQUITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,404 shares; 2026Q1: 19,628 shares 19,628 $872K 0.02% +2,224 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: 17,085 shares; 2024Q4: 17,434 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,529 shares; 2026Q1: 16,509 shares 16,509 $871K 0.02% -20 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,290 shares; 2026Q1: 11,870 shares 11,870 $860K 0.02% +580 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,530 shares; 2026Q1: 16,651 shares 16,651 $846K 0.02% +121 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 564,148 shares; 2024Q4: 396,660 shares; 2025Q1: 83,460 shares; 2025Q2: 113,159 shares; 2025Q3: 113,710 shares; 2025Q4: 33,149 shares; 2026Q1: 31,854 shares 31,854 $838K 0.02% -1,295 Timeline ROBO 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: not reported; 2025Q3: not reported; 2025Q4: 12,037 shares; 2026Q1: 12,185 shares 12,185 $834K 0.02% +148 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,335 shares; 2026Q1: 13,285 shares 13,285 $831K 0.02% +2,950 Timeline FXR 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: 100,388 shares; 2024Q4: 99,732 shares; 2025Q1: 84,364 shares; 2025Q2: 87,760 shares; 2025Q3: 78,873 shares; 2025Q4: 10,500 shares; 2026Q1: 10,140 shares 10,140 $828K 0.02% -360 Timeline OPFI OPPFI INC More: the full row for OPPFI 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: 56,773 shares; 2025Q4: 114,964 shares; 2026Q1: 106,993 shares 106,993 $825K 0.02% -7,971 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,275 shares; 2026Q1: 27,089 shares 27,089 $819K 0.02% +11,814 Timeline IBLC 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: 15,123 shares; 2024Q4: 15,469 shares; 2025Q1: 23,883 shares; 2025Q2: 22,698 shares; 2025Q3: 23,897 shares; 2025Q4: 23,624 shares; 2026Q1: 21,704 shares 21,704 $793K 0.02% -1,920 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly 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: 12,145 shares; 2026Q1: 11,258 shares 11,258 $780K 0.02% -887 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: 118,170 shares; 2024Q4: 75,249 shares; 2025Q1: 84,869 shares; 2025Q2: 92,650 shares; 2025Q3: 84,465 shares; 2025Q4: 79,689 shares; 2026Q1: 76,592 shares 76,592 $780K 0.02% -3,097 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: 11,039 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,104 shares; 2026Q1: 13,794 shares 13,794 $761K 0.02% +690 Timeline BDVL 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: 46,826 shares; 2025Q4: 43,203 shares; 2026Q1: 30,800 shares 30,800 $759K 0.02% -12,403 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,132 shares; 2024Q4: 17,197 shares; 2025Q1: not reported; 2025Q2: 15,004 shares; 2025Q3: 16,676 shares; 2025Q4: 23,372 shares; 2026Q1: 23,588 shares 23,588 $755K 0.02% +216 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,115 shares; 2024Q4: 10,615 shares; 2025Q1: 15,715 shares; 2025Q2: 16,265 shares; 2025Q3: 16,265 shares; 2025Q4: 15,470 shares; 2026Q1: 14,095 shares 14,095 $746K 0.02% -1,375 Timeline FMB 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: not reported; 2025Q2: 11,293 shares; 2025Q3: 11,025 shares; 2025Q4: 15,766 shares; 2026Q1: 14,727 shares 14,727 $746K 0.02% -1,039 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,269 shares; 2026Q1: 16,024 shares 16,024 $737K 0.02% +755 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,901 shares; 2026Q1: 12,000 shares 12,000 $734K 0.02% +99 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR 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: 12,923 shares 12,923 $719K 0.02% new Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,196 shares; 2026Q1: 13,127 shares 13,127 $716K 0.02% -69 Timeline DJIA 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: 27,550 shares; 2025Q2: 53,721 shares; 2025Q3: 55,739 shares; 2025Q4: 35,898 shares; 2026Q1: 33,651 shares 33,651 $708K 0.02% -2,247 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,765 shares; 2024Q4: 19,600 shares; 2025Q1: 19,464 shares; 2025Q2: 19,393 shares; 2025Q3: 19,401 shares; 2025Q4: 14,906 shares; 2026Q1: 14,343 shares 14,343 $706K 0.02% -563 Timeline PMBS 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: not reported; 2025Q4: 14,038 shares; 2026Q1: 14,042 shares 14,042 $696K 0.02% +4 Timeline SPAB 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: 460,168 shares; 2024Q4: 469,163 shares; 2025Q1: 411,363 shares; 2025Q2: 22,921 shares; 2025Q3: 16,547 shares; 2025Q4: 26,900 shares; 2026Q1: 26,882 shares 26,882 $689K 0.02% -18 Timeline KDEF 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,050 shares 13,050 $688K 0.02% new Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly 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: 13,628 shares; 2026Q1: 13,730 shares 13,730 $684K 0.02% +102 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,013 shares; 2025Q2: 10,124 shares; 2025Q3: 10,266 shares; 2025Q4: 10,302 shares; 2026Q1: 15,475 shares 15,475 $683K 0.02% +5,173 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS 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: 16,343 shares; 2026Q1: 16,033 shares 16,033 $682K 0.02% -310 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,409 shares 12,409 $680K 0.02% new Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,245 shares; 2026Q1: 29,790 shares 29,790 $676K 0.02% -455 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: 43,060 shares; 2024Q4: 101,707 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,491 shares; 2026Q1: 13,417 shares 13,417 $663K 0.02% -74 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,112 shares; 2026Q1: 16,035 shares 16,035 $658K 0.02% +923 Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR 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: 45,805 shares; 2026Q1: 74,448 shares 74,448 $653K 0.02% +28,643 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,562 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,432 shares; 2026Q1: 12,457 shares 12,457 $648K 0.02% +25 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,400 shares; 2025Q2: 44,476 shares; 2025Q3: 45,360 shares; 2025Q4: 45,373 shares; 2026Q1: 45,249 shares 45,249 $619K 0.02% -124 Timeline STPZ 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: not reported; 2025Q4: 11,400 shares; 2026Q1: 11,400 shares 11,400 $617K 0.02% 0 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,858 shares; 2025Q2: 65,797 shares; 2025Q3: 70,177 shares; 2025Q4: 70,177 shares; 2026Q1: 70,177 shares 70,177 $616K 0.02% 0 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,412 shares; 2026Q1: 24,385 shares 24,385 $604K 0.02% -1,027 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: 16,393 shares; 2024Q4: 16,345 shares; 2025Q1: 17,458 shares; 2025Q2: 16,999 shares; 2025Q3: 16,986 shares; 2025Q4: 19,388 shares; 2026Q1: 17,905 shares 17,905 $600K 0.02% -1,483 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,198 shares; 2025Q1: 13,136 shares; 2025Q2: 12,554 shares; 2025Q3: not reported; 2025Q4: 26,269 shares; 2026Q1: 28,364 shares 28,364 $600K 0.02% +2,095 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: not reported; 2025Q3: 14,855 shares; 2025Q4: 15,310 shares; 2026Q1: 15,030 shares 15,030 $598K 0.02% -280 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,154 shares; 2026Q1: 11,315 shares 11,315 $594K 0.02% +161 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,020 shares; 2025Q2: 10,347 shares; 2025Q3: 11,851 shares; 2025Q4: 11,084 shares; 2026Q1: 12,534 shares 12,534 $594K 0.02% +1,450 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,262 shares; 2025Q4: 11,463 shares; 2026Q1: 11,631 shares 11,631 $590K 0.02% +168 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,186 shares; 2025Q2: 12,186 shares; 2025Q3: 12,186 shares; 2025Q4: 12,186 shares; 2026Q1: 12,186 shares 12,186 $586K 0.02% 0 Timeline CSV CARRIAGE SVCS INC More: the full row for CARRIAGE SVCS 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: 12,763 shares 12,763 $583K 0.02% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,622 shares 11,622 $580K 0.02% new Timeline KNG 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: 11,680 shares; 2026Q1: 11,860 shares 11,860 $578K 0.02% +180 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,006 shares; 2026Q1: 11,533 shares 11,533 $574K 0.02% +527 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: 22,458 shares; 2025Q1: 37,826 shares; 2025Q2: 25,623 shares; 2025Q3: 24,193 shares; 2025Q4: 20,461 shares; 2026Q1: 17,846 shares 17,846 $569K 0.02% -2,615 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,937 shares; 2026Q1: 11,436 shares 11,436 $544K 0.02% +499 Timeline RPG 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: 10,182 shares; 2024Q4: 10,182 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,175 shares; 2026Q1: 11,621 shares 11,621 $543K 0.02% -2,554 Timeline JSI 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: not reported; 2025Q3: 17,895 shares; 2025Q4: 12,123 shares; 2026Q1: 10,512 shares 10,512 $542K 0.02% -1,611 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,850 shares; 2024Q4: 60,850 shares; 2025Q1: 60,850 shares; 2025Q2: 61,180 shares; 2025Q3: 60,850 shares; 2025Q4: 59,050 shares; 2026Q1: 60,041 shares 60,041 $540K 0.02% +991 Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,957 shares; 2025Q2: 37,769 shares; 2025Q3: 38,596 shares; 2025Q4: 37,177 shares; 2026Q1: 37,177 shares 37,177 $536K 0.01% 0 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,733 shares; 2024Q4: 11,682 shares; 2025Q1: 11,683 shares; 2025Q2: 11,634 shares; 2025Q3: 11,725 shares; 2025Q4: 11,426 shares; 2026Q1: 11,726 shares 11,726 $534K 0.01% +300 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,153 shares 14,153 $521K 0.01% new Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,469 shares; 2026Q1: 11,572 shares 11,572 $519K 0.01% +103 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61,495 shares 61,495 $494K 0.01% new Timeline FCAL 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,766 shares; 2026Q1: 10,070 shares 10,070 $492K 0.01% -696 Timeline VSH VISHAY INTERTECHNOLOGY INC More: the full row for VISHAY INTERTECHNOLOGY 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: 27,034 shares 27,034 $487K 0.01% new Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,682 shares; 2025Q2: 55,600 shares; 2025Q3: 55,089 shares; 2025Q4: 56,009 shares; 2026Q1: 56,009 shares 56,009 $483K 0.01% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,744 shares; 2024Q4: 63,144 shares; 2025Q1: 16,478 shares; 2025Q2: 18,170 shares; 2025Q3: 17,666 shares; 2025Q4: 17,196 shares; 2026Q1: 20,967 shares 20,967 $480K 0.01% +3,771 Timeline COMB GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,890 shares; 2024Q4: 23,745 shares; 2025Q1: 21,935 shares; 2025Q2: 21,883 shares; 2025Q3: 19,361 shares; 2025Q4: 19,402 shares; 2026Q1: 18,282 shares 18,282 $480K 0.01% -1,120 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: 147,089 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,498 shares; 2026Q1: 13,488 shares 13,488 $478K 0.01% -2,010 Timeline JD JD.COM INC More: the full row for JD.COM 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: 15,947 shares 15,947 $472K 0.01% new 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: 54,467 shares; 2024Q4: 43,165 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,457 shares; 2026Q1: 10,260 shares 10,260 $468K 0.01% -6,197 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,805 shares; 2024Q4: 14,256 shares; 2025Q1: 13,468 shares; 2025Q2: 13,263 shares; 2025Q3: 13,263 shares; 2025Q4: 12,885 shares; 2026Q1: 12,447 shares 12,447 $466K 0.01% -438 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,330 shares; 2025Q2: 42,492 shares; 2025Q3: 42,492 shares; 2025Q4: 45,138 shares; 2026Q1: 45,138 shares 45,138 $465K 0.01% 0 Timeline XYLD 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: not reported; 2025Q4: 11,811 shares; 2026Q1: 11,873 shares 11,873 $465K 0.01% +62 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,428 shares; 2025Q2: 26,396 shares; 2025Q3: 26,236 shares; 2025Q4: 26,062 shares; 2026Q1: 27,038 shares 27,038 $463K 0.01% +976 Timeline JHSC 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: 10,840 shares; 2024Q4: 11,034 shares; 2025Q1: 10,774 shares; 2025Q2: 12,325 shares; 2025Q3: 12,217 shares; 2025Q4: 10,634 shares; 2026Q1: 10,769 shares 10,769 $462K 0.01% +135 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,379 shares; 2025Q2: 37,543 shares; 2025Q3: 37,543 shares; 2025Q4: 40,870 shares; 2026Q1: 40,870 shares 40,870 $459K 0.01% 0 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,780 shares; 2025Q2: 22,209 shares; 2025Q3: 22,209 shares; 2025Q4: 22,209 shares; 2026Q1: 22,209 shares 22,209 $447K 0.01% 0 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,607 shares; 2026Q1: 18,009 shares 18,009 $445K 0.01% +402 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,006 shares; 2025Q2: 27,888 shares; 2025Q3: 27,888 shares; 2025Q4: 25,688 shares; 2026Q1: 25,688 shares 25,688 $440K 0.01% 0 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly 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: 18,025 shares 18,025 $436K 0.01% new Timeline FMDE 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,977 shares 11,977 $431K 0.01% new Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,230 shares; 2026Q1: 12,100 shares 12,100 $429K 0.01% +870 Timeline DXYZ DESTINY TECH100 INC More: the full row for DESTINY TECH100 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,660 shares 15,660 $419K 0.01% new Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,462 shares; 2025Q2: 50,686 shares; 2025Q3: 50,686 shares; 2025Q4: 50,686 shares; 2026Q1: 51,136 shares 51,136 $418K 0.01% +450 Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,090 shares; 2025Q3: 12,340 shares; 2025Q4: 16,353 shares; 2026Q1: 10,536 shares 10,536 $413K 0.01% -5,817 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,299 shares; 2026Q1: 25,972 shares 25,972 $412K 0.01% -13,327 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 11,800 shares; 2025Q4: 14,300 shares; 2026Q1: 14,333 shares 14,333 $412K 0.01% +33 Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,198 shares; 2025Q2: 36,752 shares; 2025Q3: 36,752 shares; 2025Q4: 36,752 shares; 2026Q1: 36,752 shares 36,752 $410K 0.01% 0 Timeline FPE 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,512 shares; 2026Q1: 23,036 shares 23,036 $409K 0.01% -1,476 Timeline HYEM 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: 24,282 shares; 2024Q4: 24,073 shares; 2025Q1: 23,073 shares; 2025Q2: 23,018 shares; 2025Q3: 20,812 shares; 2025Q4: 21,231 shares; 2026Q1: 20,064 shares 20,064 $396K 0.01% -1,167 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,198 shares; 2026Q1: 57,276 shares 57,276 $393K 0.01% +2,078 Timeline EOI EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,512 shares; 2025Q2: 20,874 shares; 2025Q3: 20,874 shares; 2025Q4: 20,874 shares; 2026Q1: 20,874 shares 20,874 $392K 0.01% 0 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF 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: 15,315 shares 15,315 $389K 0.01% new Timeline FELG 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,005 shares 10,005 $375K 0.01% new Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,620 shares; 2026Q1: 13,342 shares 13,342 $374K 0.01% +1,722 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,000 shares; 2026Q1: 70,000 shares 70,000 $372K 0.01% -10,000 Timeline BIT BLACKROCK MULTI SECTOR INC T More: the full row for BLACKROCK MULTI SECTOR INC 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: 29,375 shares; 2025Q3: 29,375 shares; 2025Q4: 29,375 shares; 2026Q1: 29,375 shares 29,375 $368K 0.01% 0 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK 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: 35,339 shares; 2026Q1: 13,305 shares 13,305 $367K 0.01% -22,034 Timeline SILJ 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,559 shares; 2025Q4: 12,951 shares; 2026Q1: 12,276 shares 12,276 $365K 0.01% -675 Timeline PFFD 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: 21,494 shares; 2024Q4: 21,841 shares; 2025Q1: 20,435 shares; 2025Q2: 20,227 shares; 2025Q3: 20,248 shares; 2025Q4: 19,386 shares; 2026Q1: 19,409 shares 19,409 $357K 0.01% +23 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: not reported; 2024Q4: not reported; 2025Q1: 10,200 shares; 2025Q2: 10,200 shares; 2025Q3: not reported; 2025Q4: 13,200 shares; 2026Q1: 13,200 shares 13,200 $347K 0.01% 0 Timeline DBX DROPBOX INC More: the full row for DROPBOX 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: 19,685 shares; 2025Q3: 19,080 shares; 2025Q4: 39,478 shares; 2026Q1: 15,014 shares 15,014 $341K 0.01% -24,464 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,216 shares; 2024Q4: 57,391 shares; 2025Q1: 55,690 shares; 2025Q2: 54,382 shares; 2025Q3: 54,382 shares; 2025Q4: 73,164 shares; 2026Q1: 66,374 shares 66,374 $339K 0.01% -6,790 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,958 shares; 2025Q1: 10,133 shares; 2025Q2: 10,098 shares; 2025Q3: 13,626 shares; 2025Q4: 13,984 shares; 2026Q1: 13,913 shares 13,913 $335K 0.01% -71 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,464 shares; 2026Q1: 19,192 shares 19,192 $330K 0.01% -272 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,541 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,300 shares; 2025Q4: 55,549 shares; 2026Q1: 54,775 shares 54,775 $330K 0.01% -774 Timeline