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: 3,395,037 shares; 2024Q4: 3,605,020 shares; 2025Q1: 3,763,062 shares; 2025Q2: 4,299,447 shares; 2025Q3: 4,294,814 shares; 2025Q4: 4,330,088 shares; 2026Q1: 4,543,574 shares 4,543,574 $348M 6.76% +213,486 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: 2,148,663 shares; 2024Q4: 2,191,824 shares; 2025Q1: 2,173,356 shares; 2025Q2: 2,603,310 shares; 2025Q3: 2,625,535 shares; 2025Q4: 2,542,112 shares; 2026Q1: 2,586,827 shares 2,586,827 $205M 3.98% +44,715 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: 357,428 shares; 2024Q4: 348,085 shares; 2025Q1: 370,702 shares; 2025Q2: 376,386 shares; 2025Q3: 366,582 shares; 2025Q4: 355,564 shares; 2026Q1: 411,337 shares 411,337 $132M 2.57% +55,773 Timeline STIP 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: 830,550 shares; 2024Q4: 898,882 shares; 2025Q1: 933,682 shares; 2025Q2: 1,023,587 shares; 2025Q3: 1,061,967 shares; 2025Q4: 1,148,502 shares; 2026Q1: 1,209,342 shares 1,209,342 $125M 2.43% +60,840 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: 180,971 shares; 2024Q4: 173,363 shares; 2025Q1: 172,568 shares; 2025Q2: 173,976 shares; 2025Q3: 173,679 shares; 2025Q4: 172,209 shares; 2026Q1: 168,620 shares 168,620 $110M 2.13% -3,589 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: 520,604 shares; 2024Q4: 567,910 shares; 2025Q1: 618,178 shares; 2025Q2: 636,093 shares; 2025Q3: 686,121 shares; 2025Q4: 767,465 shares; 2026Q1: 1,072,046 shares 1,072,046 $102M 1.99% +304,581 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: 1,234,949 shares; 2024Q4: 1,327,012 shares; 2025Q1: 1,380,729 shares; 2025Q2: 1,629,859 shares; 2025Q3: 1,643,666 shares; 2025Q4: 1,682,637 shares; 2026Q1: 1,757,127 shares 1,757,127 $84.9M 1.65% +74,490 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: 2,222,984 shares; 2024Q4: 2,408,625 shares; 2025Q1: 2,223,854 shares; 2025Q2: 2,385,485 shares; 2025Q3: 2,502,698 shares; 2025Q4: 2,798,135 shares; 2026Q1: 3,015,178 shares 3,015,178 $77.2M 1.5% +217,043 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: 852,189 shares; 2024Q4: 893,367 shares; 2025Q1: 937,683 shares; 2025Q2: 1,031,994 shares; 2025Q3: 1,063,336 shares; 2025Q4: 1,114,253 shares; 2026Q1: 1,182,205 shares 1,182,205 $70M 1.36% +67,952 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: 1,024,445 shares; 2024Q4: 1,078,366 shares; 2025Q1: 1,147,484 shares; 2025Q2: 1,325,768 shares; 2025Q3: 1,439,111 shares; 2025Q4: 1,504,259 shares; 2026Q1: 1,523,999 shares 1,523,999 $69.5M 1.35% +19,740 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 431,699 shares; 2024Q4: 420,525 shares; 2025Q1: 413,133 shares; 2025Q2: 430,802 shares; 2025Q3: 426,152 shares; 2025Q4: 421,676 shares; 2026Q1: 394,346 shares 394,346 $68.8M 1.34% -27,330 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: 215,946 shares; 2024Q4: 214,610 shares; 2025Q1: 215,700 shares; 2025Q2: 224,975 shares; 2025Q3: 224,053 shares; 2025Q4: 267,241 shares; 2026Q1: 262,694 shares 262,694 $66.7M 1.3% -4,547 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: 769,096 shares; 2024Q4: 907,031 shares; 2025Q1: 1,086,172 shares; 2025Q2: 1,188,093 shares; 2025Q3: 1,265,635 shares; 2025Q4: 1,273,831 shares; 2026Q1: 1,386,698 shares 1,386,698 $63.3M 1.23% +112,867 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: 127,756 shares; 2024Q4: 125,529 shares; 2025Q1: 109,172 shares; 2025Q2: 145,195 shares; 2025Q3: 151,389 shares; 2025Q4: 149,344 shares; 2026Q1: 102,314 shares 102,314 $61.1M 1.19% -47,030 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: 112,136 shares; 2024Q4: 120,087 shares; 2025Q1: 124,240 shares; 2025Q2: 123,208 shares; 2025Q3: 122,839 shares; 2025Q4: 319,399 shares; 2026Q1: 396,945 shares 396,945 $58.8M 1.14% +77,546 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: 92,973 shares; 2024Q4: 95,403 shares; 2025Q1: 89,504 shares; 2025Q2: 105,862 shares; 2025Q3: 98,135 shares; 2025Q4: 96,619 shares; 2026Q1: 96,458 shares 96,458 $55.7M 1.08% -161 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: 444,690 shares; 2024Q4: 491,212 shares; 2025Q1: 536,487 shares; 2025Q2: 862,641 shares; 2025Q3: 1,144,036 shares; 2025Q4: 1,236,233 shares; 2026Q1: 1,305,709 shares 1,305,709 $55.5M 1.08% +69,476 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: 460,037 shares; 2024Q4: 565,380 shares; 2025Q1: 553,978 shares; 2025Q2: 418,829 shares; 2025Q3: 466,899 shares; 2025Q4: 533,437 shares; 2026Q1: 522,191 shares 522,191 $55.4M 1.08% -11,246 Timeline NTSX 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: 885,368 shares; 2024Q4: 905,034 shares; 2025Q1: 904,188 shares; 2025Q2: 920,204 shares; 2025Q3: 941,315 shares; 2025Q4: 932,701 shares; 2026Q1: 988,091 shares 988,091 $51.5M 1% +55,390 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: 43,487 shares; 2024Q4: 41,135 shares; 2025Q1: 59,700 shares; 2025Q2: 63,783 shares; 2025Q3: 65,195 shares; 2025Q4: 66,926 shares; 2026Q1: 67,213 shares 67,213 $43.9M 0.85% +287 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,162 shares; 2024Q4: 9,411 shares; 2025Q1: 11,628 shares; 2025Q2: 31,394 shares; 2025Q3: 152,093 shares; 2025Q4: 389,051 shares; 2026Q1: 430,576 shares 430,576 $43.3M 0.84% +41,525 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: 353,187 shares; 2024Q4: 334,026 shares; 2025Q1: 376,256 shares; 2025Q2: 399,185 shares; 2025Q3: 418,656 shares; 2025Q4: 386,240 shares; 2026Q1: 405,504 shares 405,504 $40.3M 0.78% +19,264 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 611,300 shares; 2024Q4: 679,868 shares; 2025Q1: 692,843 shares; 2025Q2: 703,585 shares; 2025Q3: 733,543 shares; 2025Q4: 765,477 shares; 2026Q1: 794,798 shares 794,798 $39.3M 0.76% +29,321 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,940 shares; 2024Q4: 93,654 shares; 2025Q1: 91,872 shares; 2025Q2: 95,565 shares; 2025Q3: 96,001 shares; 2025Q4: 104,969 shares; 2026Q1: 105,087 shares 105,087 $38.9M 0.76% +118 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 512,486 shares; 2024Q4: 1,044,697 shares; 2025Q1: 934,575 shares; 2025Q2: 1,141,633 shares; 2025Q3: 1,289,930 shares; 2025Q4: 1,422,321 shares; 2026Q1: 1,414,020 shares 1,414,020 $37.6M 0.73% -8,301 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: 562,433 shares; 2024Q4: 561,225 shares; 2025Q1: 547,124 shares; 2025Q2: 624,076 shares; 2025Q3: 608,053 shares; 2025Q4: 577,144 shares; 2026Q1: 581,295 shares 581,295 $37.2M 0.72% +4,151 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: 665,976 shares; 2024Q4: 706,932 shares; 2025Q1: 1,388,868 shares; 2025Q2: 1,428,736 shares; 2025Q3: 1,519,111 shares; 2025Q4: 1,548,995 shares; 2026Q1: 956,946 shares 956,946 $37.2M 0.72% -592,049 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 733,902 shares 733,902 $36.9M 0.72% new Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 568,377 shares; 2024Q4: 521,261 shares; 2025Q1: 538,660 shares; 2025Q2: 536,889 shares; 2025Q3: 550,402 shares; 2025Q4: 568,262 shares; 2026Q1: 587,049 shares 587,049 $36.7M 0.71% +18,787 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: 121,471 shares; 2024Q4: 131,991 shares; 2025Q1: 124,518 shares; 2025Q2: 240,820 shares; 2025Q3: 315,585 shares; 2025Q4: 333,389 shares; 2026Q1: 315,036 shares 315,036 $34.8M 0.68% -18,353 Timeline SCZ 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: 297,399 shares; 2024Q4: 321,864 shares; 2025Q1: 340,228 shares; 2025Q2: 395,017 shares; 2025Q3: 393,932 shares; 2025Q4: 403,688 shares; 2026Q1: 406,167 shares 406,167 $31.8M 0.62% +2,479 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: 361,096 shares; 2024Q4: 363,276 shares; 2025Q1: 300,305 shares; 2025Q2: 345,128 shares; 2025Q3: 340,199 shares; 2025Q4: 332,769 shares; 2026Q1: 391,062 shares 391,062 $29.4M 0.57% +58,293 Timeline SHM 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: 496,968 shares; 2024Q4: 562,212 shares; 2025Q1: 589,603 shares; 2025Q2: 657,896 shares; 2025Q3: 654,631 shares; 2025Q4: 617,481 shares; 2026Q1: 600,611 shares 600,611 $28.7M 0.56% -16,870 Timeline IBDU 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: 602,855 shares; 2024Q4: 807,921 shares; 2025Q1: 980,020 shares; 2025Q2: 1,062,464 shares; 2025Q3: 1,115,830 shares; 2025Q4: 1,145,131 shares; 2026Q1: 1,182,371 shares 1,182,371 $27.5M 0.53% +37,240 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197,074 shares; 2024Q4: 208,167 shares; 2025Q1: 430,713 shares; 2025Q2: 482,877 shares; 2025Q3: 514,016 shares; 2025Q4: 532,785 shares; 2026Q1: 595,211 shares 595,211 $27.4M 0.53% +62,426 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 860,568 shares; 2024Q4: 908,484 shares; 2025Q1: 880,007 shares; 2025Q2: 947,838 shares; 2025Q3: 969,294 shares; 2025Q4: 612,086 shares; 2026Q1: 647,731 shares 647,731 $26M 0.51% +35,645 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,427 shares; 2025Q2: 98,301 shares; 2025Q3: 730,390 shares; 2025Q4: 800,980 shares; 2026Q1: 983,068 shares 983,068 $25.8M 0.5% +182,088 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: 91,363 shares; 2024Q4: 88,253 shares; 2025Q1: 90,435 shares; 2025Q2: 99,702 shares; 2025Q3: 103,197 shares; 2025Q4: 115,628 shares; 2026Q1: 122,810 shares 122,810 $25.6M 0.5% +7,182 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223,528 shares; 2024Q4: 234,438 shares; 2025Q1: 243,748 shares; 2025Q2: 282,659 shares; 2025Q3: 275,675 shares; 2025Q4: 283,836 shares; 2026Q1: 417,797 shares 417,797 $23.7M 0.46% +133,961 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: 140,175 shares; 2024Q4: 134,920 shares; 2025Q1: 136,235 shares; 2025Q2: 121,912 shares; 2025Q3: 122,997 shares; 2025Q4: 121,482 shares; 2026Q1: 120,529 shares 120,529 $23.6M 0.46% -953 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: 9,719 shares; 2024Q4: 7,722 shares; 2025Q1: 7,995 shares; 2025Q2: 8,424 shares; 2025Q3: 8,727 shares; 2025Q4: 160,582 shares; 2026Q1: 235,771 shares 235,771 $22.4M 0.44% +75,189 Timeline TFI 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: 306,829 shares; 2024Q4: 293,749 shares; 2025Q1: 416,343 shares; 2025Q2: 631,414 shares; 2025Q3: 586,785 shares; 2025Q4: 539,613 shares; 2026Q1: 489,073 shares 489,073 $22.2M 0.43% -50,540 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: 449,710 shares; 2024Q4: 1,409,906 shares; 2025Q1: 1,468,080 shares; 2025Q2: 1,479,211 shares; 2025Q3: 1,563,992 shares; 2025Q4: 850,937 shares; 2026Q1: 717,346 shares 717,346 $22M 0.43% -133,591 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: 83,535 shares; 2024Q4: 80,611 shares; 2025Q1: 84,538 shares; 2025Q2: 109,846 shares; 2025Q3: 112,262 shares; 2025Q4: 111,977 shares; 2026Q1: 101,003 shares 101,003 $21.7M 0.42% -10,974 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,848 shares; 2024Q4: 109,656 shares; 2025Q1: 108,341 shares; 2025Q2: 149,110 shares; 2025Q3: 153,458 shares; 2025Q4: 147,312 shares; 2026Q1: 149,185 shares 149,185 $21.6M 0.42% +1,873 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: 193,194 shares; 2024Q4: 182,934 shares; 2025Q1: 190,484 shares; 2025Q2: 205,235 shares; 2025Q3: 211,306 shares; 2025Q4: 213,781 shares; 2026Q1: 219,384 shares 219,384 $21.2M 0.41% +5,603 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,526 shares; 2024Q4: 83,939 shares; 2025Q1: 63,892 shares; 2025Q2: 180,047 shares; 2025Q3: 250,410 shares; 2025Q4: 259,949 shares; 2026Q1: 271,761 shares 271,761 $20.7M 0.4% +11,812 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: 220,124 shares; 2024Q4: 193,865 shares; 2025Q1: 197,112 shares; 2025Q2: 396,388 shares; 2025Q3: 319,863 shares; 2025Q4: 322,208 shares; 2026Q1: 306,621 shares 306,621 $20.7M 0.4% -15,587 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: 54,217 shares; 2024Q4: 52,520 shares; 2025Q1: 52,405 shares; 2025Q2: 55,485 shares; 2025Q3: 55,992 shares; 2025Q4: 70,018 shares; 2026Q1: 69,827 shares 69,827 $20.5M 0.4% -191 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: 537,399 shares; 2024Q4: 557,240 shares; 2025Q1: 608,311 shares; 2025Q2: 627,875 shares; 2025Q3: 653,914 shares; 2025Q4: 671,370 shares; 2026Q1: 688,836 shares 688,836 $19.8M 0.38% +17,466 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: 71,977 shares; 2024Q4: 119,447 shares; 2025Q1: 230,682 shares; 2025Q2: 240,816 shares; 2025Q3: 251,357 shares; 2025Q4: 318,137 shares; 2026Q1: 396,686 shares 396,686 $19.6M 0.38% +78,549 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,476 shares; 2024Q4: 119,709 shares; 2025Q1: 734,806 shares; 2025Q2: 728,414 shares; 2025Q3: 739,834 shares; 2025Q4: 757,905 shares; 2026Q1: 550,199 shares 550,199 $19.5M 0.38% -207,706 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199,779 shares; 2024Q4: 219,009 shares; 2025Q1: 244,193 shares; 2025Q2: 387,422 shares; 2025Q3: 496,717 shares; 2025Q4: 617,695 shares; 2026Q1: 652,930 shares 652,930 $19.3M 0.37% +35,235 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: 127,354 shares; 2024Q4: 123,431 shares; 2025Q1: 541,704 shares; 2025Q2: 488,158 shares; 2025Q3: 505,526 shares; 2025Q4: 506,481 shares; 2026Q1: 539,041 shares 539,041 $19.1M 0.37% +32,560 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187,600 shares; 2024Q4: 208,172 shares; 2025Q1: 206,764 shares; 2025Q2: 219,985 shares; 2025Q3: 223,942 shares; 2025Q4: 221,999 shares; 2026Q1: 238,191 shares 238,191 $18.7M 0.36% +16,192 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: 30,681 shares; 2024Q4: 33,237 shares; 2025Q1: 36,412 shares; 2025Q2: 42,173 shares; 2025Q3: 69,674 shares; 2025Q4: 73,040 shares; 2026Q1: 77,005 shares 77,005 $18.3M 0.36% +3,965 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: 257,795 shares; 2024Q4: 259,554 shares; 2025Q1: 200,811 shares; 2025Q2: 240,184 shares; 2025Q3: 248,145 shares; 2025Q4: 189,815 shares; 2026Q1: 145,636 shares 145,636 $18.1M 0.35% -44,179 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: 236,958 shares; 2024Q4: 248,964 shares; 2025Q1: 242,401 shares; 2025Q2: 180,037 shares; 2025Q3: 5,048 shares; 2025Q4: 5,098 shares; 2026Q1: 199,306 shares 199,306 $18.1M 0.35% +194,208 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: 102,126 shares; 2024Q4: 102,142 shares; 2025Q1: 104,597 shares; 2025Q2: 108,418 shares; 2025Q3: 117,736 shares; 2025Q4: 121,510 shares; 2026Q1: 106,630 shares 106,630 $18.1M 0.35% -14,880 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: 388,109 shares; 2024Q4: 466,290 shares; 2025Q1: 499,144 shares; 2025Q2: 444,514 shares; 2025Q3: 298,782 shares; 2025Q4: 331,094 shares; 2026Q1: 357,790 shares 357,790 $18M 0.35% +26,696 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: 55,563 shares; 2024Q4: 54,758 shares; 2025Q1: 56,875 shares; 2025Q2: 61,121 shares; 2025Q3: 62,589 shares; 2025Q4: 61,604 shares; 2026Q1: 62,110 shares 62,110 $17.9M 0.35% +506 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,071 shares; 2024Q4: 167,263 shares; 2025Q1: 162,929 shares; 2025Q2: 243,773 shares; 2025Q3: 247,147 shares; 2025Q4: 253,082 shares; 2026Q1: 255,848 shares 255,848 $17.4M 0.34% +2,766 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: 37,479 shares; 2024Q4: 36,528 shares; 2025Q1: 36,607 shares; 2025Q2: 38,028 shares; 2025Q3: 38,143 shares; 2025Q4: 44,423 shares; 2026Q1: 52,575 shares 52,575 $17.3M 0.34% +8,152 Timeline CAOS 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: 27,998 shares; 2024Q4: 49,738 shares; 2025Q1: 52,502 shares; 2025Q2: 164,990 shares; 2025Q3: 184,505 shares; 2025Q4: 197,940 shares; 2026Q1: 186,841 shares 186,841 $17M 0.33% -11,099 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,812 shares; 2024Q4: 26,654 shares; 2025Q1: 39,510 shares; 2025Q2: 46,149 shares; 2025Q3: 45,042 shares; 2025Q4: 44,467 shares; 2026Q1: 47,428 shares 47,428 $16.9M 0.33% +2,961 Timeline QSPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 547,797 shares 547,797 $16.8M 0.33% new Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 216,745 shares; 2024Q4: 336,719 shares; 2025Q1: 381,558 shares; 2025Q2: 437,070 shares; 2025Q3: 516,607 shares; 2025Q4: 660,083 shares; 2026Q1: 748,481 shares 748,481 $16.7M 0.33% +88,398 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,523 shares; 2025Q2: 165,258 shares; 2025Q3: 78,748 shares; 2025Q4: 65,916 shares; 2026Q1: 228,984 shares 228,984 $16.2M 0.32% +163,068 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: 43,290 shares; 2024Q4: 43,460 shares; 2025Q1: 45,398 shares; 2025Q2: 48,134 shares; 2025Q3: 48,556 shares; 2025Q4: 51,028 shares; 2026Q1: 52,285 shares 52,285 $16.2M 0.31% +1,257 Timeline GSY 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: 77,336 shares; 2024Q4: 105,254 shares; 2025Q1: 135,864 shares; 2025Q2: 186,440 shares; 2025Q3: 217,559 shares; 2025Q4: 278,063 shares; 2026Q1: 314,374 shares 314,374 $15.8M 0.31% +36,311 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: 63,137 shares; 2024Q4: 80,785 shares; 2025Q1: 91,061 shares; 2025Q2: 96,204 shares; 2025Q3: 84,245 shares; 2025Q4: 81,913 shares; 2026Q1: 81,913 shares 81,913 $15.7M 0.31% 0 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177,153 shares; 2024Q4: 229,018 shares; 2025Q1: 269,986 shares; 2025Q2: 262,746 shares; 2025Q3: 267,781 shares; 2025Q4: 286,931 shares; 2026Q1: 311,305 shares 311,305 $15.7M 0.3% +24,374 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,565 shares; 2024Q4: 40,907 shares; 2025Q1: 46,072 shares; 2025Q2: 54,673 shares; 2025Q3: 55,509 shares; 2025Q4: 54,126 shares; 2026Q1: 54,510 shares 54,510 $15.7M 0.3% +384 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: 59,925 shares; 2024Q4: 58,800 shares; 2025Q1: 57,106 shares; 2025Q2: 53,873 shares; 2025Q3: 158,628 shares; 2025Q4: 172,716 shares; 2026Q1: 163,657 shares 163,657 $15.2M 0.29% -9,059 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: 25,708 shares; 2024Q4: 25,170 shares; 2025Q1: 25,136 shares; 2025Q2: 25,686 shares; 2025Q3: 25,766 shares; 2025Q4: 32,528 shares; 2026Q1: 31,014 shares 31,014 $14.9M 0.29% -1,514 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: 16,043 shares; 2024Q4: 13,054 shares; 2025Q1: 16,154 shares; 2025Q2: 20,780 shares; 2025Q3: 21,308 shares; 2025Q4: 36,880 shares; 2026Q1: 39,964 shares 39,964 $14.9M 0.29% +3,084 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: 157,368 shares; 2024Q4: 576,617 shares; 2025Q1: 601,883 shares; 2025Q2: 677,934 shares; 2025Q3: 492,489 shares; 2025Q4: 491,800 shares; 2026Q1: 497,883 shares 497,883 $14.5M 0.28% +6,083 Timeline IGE 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: 124,690 shares; 2026Q1: 230,064 shares 230,064 $14.5M 0.28% +105,374 Timeline NTSI 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: 242,553 shares; 2024Q4: 279,579 shares; 2025Q1: 283,209 shares; 2025Q2: 281,979 shares; 2025Q3: 288,730 shares; 2025Q4: 296,301 shares; 2026Q1: 297,439 shares 297,439 $13.1M 0.25% +1,138 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: 68,035 shares; 2024Q4: 75,202 shares; 2025Q1: 84,736 shares; 2025Q2: 108,507 shares; 2025Q3: 125,818 shares; 2025Q4: 187,704 shares; 2026Q1: 191,520 shares 191,520 $13.1M 0.25% +3,816 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: 31,845 shares; 2024Q4: 31,903 shares; 2025Q1: 35,883 shares; 2025Q2: 42,243 shares; 2025Q3: 40,166 shares; 2025Q4: 45,014 shares; 2026Q1: 45,039 shares 45,039 $12.9M 0.25% +25 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: 14,507 shares; 2024Q4: 18,701 shares; 2025Q1: 20,330 shares; 2025Q2: 24,983 shares; 2025Q3: 26,783 shares; 2025Q4: 29,832 shares; 2026Q1: 29,834 shares 29,834 $12.8M 0.25% +2 Timeline VRIG 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: 18,742 shares; 2025Q3: 480,464 shares; 2025Q4: 512,330 shares; 2026Q1: 509,921 shares 509,921 $12.8M 0.25% -2,409 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: 143,842 shares; 2024Q4: 193,114 shares; 2025Q1: 261,026 shares; 2025Q2: 270,260 shares; 2025Q3: 308,326 shares; 2025Q4: 313,127 shares; 2026Q1: 318,732 shares 318,732 $12.6M 0.24% +5,605 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: 668,356 shares; 2024Q4: 695,733 shares; 2025Q1: 922,002 shares; 2025Q2: 970,098 shares; 2025Q3: 1,077,907 shares; 2025Q4: 1,043,541 shares; 2026Q1: 606,611 shares 606,611 $12.4M 0.24% -436,930 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,343 shares; 2024Q4: 73,104 shares; 2025Q1: 64,261 shares; 2025Q2: 49,097 shares; 2025Q3: 58,023 shares; 2025Q4: 95,649 shares; 2026Q1: 116,104 shares 116,104 $12.4M 0.24% +20,455 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: 35,914 shares; 2024Q4: 36,300 shares; 2025Q1: 36,563 shares; 2025Q2: 37,601 shares; 2025Q3: 38,072 shares; 2025Q4: 41,350 shares; 2026Q1: 40,430 shares 40,430 $12.2M 0.24% -920 Timeline FAUG 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: 224,497 shares; 2024Q4: 221,873 shares; 2025Q1: 192,474 shares; 2025Q2: 195,667 shares; 2025Q3: 211,087 shares; 2025Q4: 220,086 shares; 2026Q1: 234,971 shares 234,971 $12.2M 0.24% +14,885 Timeline RWL 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: 41,868 shares; 2024Q4: 58,133 shares; 2025Q1: 60,978 shares; 2025Q2: 52,563 shares; 2025Q3: 67,958 shares; 2025Q4: 91,371 shares; 2026Q1: 105,073 shares 105,073 $12.1M 0.23% +13,702 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: 103,324 shares; 2024Q4: 100,932 shares; 2025Q1: 100,288 shares; 2025Q2: 102,676 shares; 2025Q3: 116,826 shares; 2025Q4: 120,989 shares; 2026Q1: 122,457 shares 122,457 $12M 0.23% +1,468 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: 82,217 shares; 2024Q4: 87,481 shares; 2025Q1: 87,847 shares; 2025Q2: 104,694 shares; 2025Q3: 118,316 shares; 2025Q4: 122,318 shares; 2026Q1: 122,575 shares 122,575 $11.9M 0.23% +257 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: 79,974 shares; 2024Q4: 78,432 shares; 2025Q1: 76,847 shares; 2025Q2: 59,725 shares; 2025Q3: 84,644 shares; 2025Q4: 121,268 shares; 2026Q1: 127,787 shares 127,787 $11.6M 0.22% +6,519 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: 43,291 shares; 2024Q4: 43,238 shares; 2025Q1: 43,902 shares; 2025Q2: 46,005 shares; 2025Q3: 46,312 shares; 2025Q4: 69,377 shares; 2026Q1: 52,676 shares 52,676 $11.5M 0.22% -16,701 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,916 shares; 2024Q4: 83,813 shares; 2025Q1: 92,593 shares; 2025Q2: 112,576 shares; 2025Q3: 108,723 shares; 2025Q4: 105,538 shares; 2026Q1: 107,997 shares 107,997 $11.4M 0.22% +2,459 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,871 shares; 2024Q4: 35,806 shares; 2025Q1: 35,563 shares; 2025Q2: 52,156 shares; 2025Q3: 66,606 shares; 2025Q4: 94,066 shares; 2026Q1: 130,778 shares 130,778 $11.3M 0.22% +36,712 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: 14,616 shares; 2024Q4: 14,830 shares; 2025Q1: 14,585 shares; 2025Q2: 15,298 shares; 2025Q3: 15,273 shares; 2025Q4: 16,007 shares; 2026Q1: 15,800 shares 15,800 $11.2M 0.22% -207 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: 212,794 shares; 2024Q4: 214,727 shares; 2025Q1: 229,044 shares; 2025Q2: 257,796 shares; 2025Q3: 174,288 shares; 2025Q4: 188,570 shares; 2026Q1: 194,221 shares 194,221 $11M 0.21% +5,651 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: 13,639 shares; 2024Q4: 14,169 shares; 2025Q1: 13,897 shares; 2025Q2: 14,898 shares; 2025Q3: 15,500 shares; 2025Q4: 17,796 shares; 2026Q1: 19,012 shares 19,012 $10.9M 0.21% +1,216 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: 104,521 shares; 2024Q4: 97,705 shares; 2025Q1: 115,489 shares; 2025Q2: 260,258 shares; 2025Q3: 373,897 shares; 2025Q4: 389,942 shares; 2026Q1: 389,830 shares 389,830 $10.8M 0.21% -112 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 406,079 shares; 2024Q4: 432,418 shares; 2025Q1: 470,620 shares; 2025Q2: 467,315 shares; 2025Q3: 491,952 shares; 2025Q4: 499,408 shares; 2026Q1: 315,653 shares 315,653 $10.6M 0.21% -183,755 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100,663 shares; 2026Q1: 177,100 shares 177,100 $10.5M 0.2% +76,437 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: 107,182 shares; 2024Q4: 117,564 shares; 2025Q1: 129,430 shares; 2025Q2: 206,427 shares; 2025Q3: 209,140 shares; 2025Q4: 205,129 shares; 2026Q1: 204,254 shares 204,254 $10.4M 0.2% -875 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,206 shares; 2024Q4: 176,402 shares; 2025Q1: 159,663 shares; 2025Q2: 145,814 shares; 2025Q3: 150,728 shares; 2025Q4: 157,241 shares; 2026Q1: 180,801 shares 180,801 $10.3M 0.2% +23,560 Timeline RSBA TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 219,674 shares; 2025Q2: 222,978 shares; 2025Q3: 238,963 shares; 2025Q4: 281,429 shares; 2026Q1: 496,018 shares 496,018 $10.3M 0.2% +214,589 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,788 shares; 2024Q4: 98,056 shares; 2025Q1: 111,791 shares; 2025Q2: 114,299 shares; 2025Q3: 117,266 shares; 2025Q4: 119,239 shares; 2026Q1: 116,174 shares 116,174 $10.2M 0.2% -3,065 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: 59,784 shares; 2024Q4: 57,838 shares; 2025Q1: 57,139 shares; 2025Q2: 60,750 shares; 2025Q3: 61,559 shares; 2025Q4: 61,339 shares; 2026Q1: 52,173 shares 52,173 $10M 0.19% -9,166 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: 76,665 shares; 2024Q4: 72,350 shares; 2025Q1: 71,056 shares; 2025Q2: 71,452 shares; 2025Q3: 72,290 shares; 2025Q4: 75,180 shares; 2026Q1: 40,924 shares 40,924 $10M 0.19% -34,256 Timeline RSPN 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: 168,686 shares; 2024Q4: 169,717 shares; 2025Q1: 75,608 shares; 2025Q2: 159,001 shares; 2025Q3: 170,395 shares; 2025Q4: 172,251 shares; 2026Q1: 173,630 shares 173,630 $10M 0.19% +1,379 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,445 shares; 2024Q4: 354,102 shares; 2025Q1: 349,481 shares; 2025Q2: 424,364 shares; 2025Q3: 418,315 shares; 2025Q4: 395,945 shares; 2026Q1: 388,600 shares 388,600 $9.96M 0.19% -7,345 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 337,108 shares; 2025Q3: 375,840 shares; 2025Q4: 403,302 shares; 2026Q1: 364,388 shares 364,388 $9.96M 0.19% -38,914 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: 71,827 shares; 2024Q4: 87,407 shares; 2025Q1: 112,263 shares; 2025Q2: 119,823 shares; 2025Q3: 134,722 shares; 2025Q4: 140,197 shares; 2026Q1: 144,822 shares 144,822 $9.89M 0.19% +4,625 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,253 shares; 2024Q4: 4,927 shares; 2025Q1: 4,319 shares; 2025Q2: 27,436 shares; 2025Q3: 27,201 shares; 2025Q4: 28,133 shares; 2026Q1: 25,605 shares 25,605 $9.82M 0.19% -2,528 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,028 shares; 2024Q4: 20,921 shares; 2025Q1: 28,379 shares; 2025Q2: 37,474 shares; 2025Q3: 36,516 shares; 2025Q4: 35,608 shares; 2026Q1: 37,141 shares 37,141 $9.73M 0.19% +1,533 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: 24,051 shares; 2024Q4: 23,670 shares; 2025Q1: 24,855 shares; 2025Q2: 51,488 shares; 2025Q3: 50,017 shares; 2025Q4: 46,955 shares; 2026Q1: 45,178 shares 45,178 $9.65M 0.19% -1,777 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,252 shares; 2024Q4: 9,744 shares; 2025Q1: 10,573 shares; 2025Q2: 10,390 shares; 2025Q3: 10,516 shares; 2025Q4: 10,838 shares; 2026Q1: 10,298 shares 10,298 $9.47M 0.18% -540 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,761 shares; 2024Q4: 194,795 shares; 2025Q1: 213,313 shares; 2025Q2: 217,451 shares; 2025Q3: 214,834 shares; 2025Q4: 214,627 shares; 2026Q1: 216,433 shares 216,433 $9.33M 0.18% +1,806 Timeline FLQL 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: 131,297 shares; 2024Q4: 131,195 shares; 2025Q1: 131,622 shares; 2025Q2: 137,468 shares; 2025Q3: 138,492 shares; 2025Q4: 137,889 shares; 2026Q1: 136,884 shares 136,884 $9.26M 0.18% -1,005 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,115 shares; 2025Q4: 44,681 shares; 2026Q1: 104,541 shares 104,541 $9.2M 0.18% +59,860 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: 15,230 shares; 2024Q4: 15,413 shares; 2025Q1: 16,699 shares; 2025Q2: 21,336 shares; 2025Q3: 21,627 shares; 2025Q4: 20,728 shares; 2026Q1: 21,457 shares 21,457 $9.15M 0.18% +729 Timeline AVXC 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: 71,756 shares; 2025Q2: 71,438 shares; 2025Q3: 96,208 shares; 2025Q4: 108,645 shares; 2026Q1: 133,954 shares 133,954 $9.06M 0.18% +25,309 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: 54,652 shares; 2025Q2: 54,775 shares; 2025Q3: 52,881 shares; 2025Q4: 42,191 shares; 2026Q1: 41,775 shares 41,775 $8.93M 0.17% -416 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: 252,855 shares; 2024Q4: 253,390 shares; 2025Q1: 230,704 shares; 2025Q2: 211,369 shares; 2025Q3: 216,618 shares; 2025Q4: 202,746 shares; 2026Q1: 193,896 shares 193,896 $8.91M 0.17% -8,850 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: 7,363 shares; 2024Q4: 7,315 shares; 2025Q1: 7,171 shares; 2025Q2: 8,112 shares; 2025Q3: 8,296 shares; 2025Q4: 8,713 shares; 2026Q1: 8,910 shares 8,910 $8.88M 0.17% +197 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: 137,025 shares; 2024Q4: 131,734 shares; 2025Q1: 131,058 shares; 2025Q2: 131,475 shares; 2025Q3: 130,541 shares; 2025Q4: 138,772 shares; 2026Q1: 118,845 shares 118,845 $8.84M 0.17% -19,927 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: 108,902 shares; 2024Q4: 107,818 shares; 2025Q1: 36,101 shares; 2025Q2: 80,605 shares; 2025Q3: 78,616 shares; 2025Q4: 78,664 shares; 2026Q1: 34,752 shares 34,752 $8.65M 0.17% -43,912 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,831 shares; 2024Q4: 28,083 shares; 2025Q1: 27,652 shares; 2025Q2: 35,128 shares; 2025Q3: 35,664 shares; 2025Q4: 35,487 shares; 2026Q1: 19,754 shares 19,754 $8.63M 0.17% -15,733 Timeline GDE 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: 191,659 shares; 2024Q4: 177,767 shares; 2025Q1: 172,701 shares; 2025Q2: 164,236 shares; 2025Q3: 155,134 shares; 2025Q4: 135,725 shares; 2026Q1: 129,271 shares 129,271 $8.13M 0.16% -6,454 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,493 shares; 2024Q4: 137,736 shares; 2025Q1: 186,499 shares; 2025Q2: 191,962 shares; 2025Q3: 199,634 shares; 2025Q4: 195,534 shares; 2026Q1: 194,729 shares 194,729 $7.95M 0.15% -805 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,604 shares; 2025Q1: 28,785 shares; 2025Q2: 42,183 shares; 2025Q3: 44,923 shares; 2025Q4: 48,062 shares; 2026Q1: 48,395 shares 48,395 $7.92M 0.15% +333 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: 28,708 shares; 2024Q4: 27,158 shares; 2025Q1: 28,685 shares; 2025Q2: 37,235 shares; 2025Q3: 39,086 shares; 2025Q4: 66,495 shares; 2026Q1: 58,115 shares 58,115 $7.72M 0.15% -8,380 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: 43,041 shares; 2024Q4: 42,831 shares; 2025Q1: 42,599 shares; 2025Q2: 43,810 shares; 2025Q3: 43,561 shares; 2025Q4: 47,312 shares; 2026Q1: 47,569 shares 47,569 $7.69M 0.15% +257 Timeline CGUI CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 201,796 shares; 2026Q1: 300,995 shares 300,995 $7.61M 0.15% +99,199 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: 309,089 shares; 2024Q4: 338,334 shares; 2025Q1: 362,845 shares; 2025Q2: 399,155 shares; 2025Q3: 415,808 shares; 2025Q4: 412,001 shares; 2026Q1: 437,892 shares 437,892 $7.49M 0.15% +25,891 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,380 shares; 2024Q4: 10,519 shares; 2025Q1: 10,833 shares; 2025Q2: 10,891 shares; 2025Q3: 11,470 shares; 2025Q4: 12,266 shares; 2026Q1: 12,293 shares 12,293 $7.43M 0.14% +27 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: 24,693 shares; 2024Q4: 26,659 shares; 2025Q1: 28,303 shares; 2025Q2: 34,293 shares; 2025Q3: 35,031 shares; 2025Q4: 32,939 shares; 2026Q1: 35,108 shares 35,108 $7.26M 0.14% +2,169 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: 66,716 shares; 2024Q4: 88,701 shares; 2025Q1: 104,301 shares; 2025Q2: 120,495 shares; 2025Q3: 124,196 shares; 2025Q4: 129,901 shares; 2026Q1: 128,135 shares 128,135 $7.11M 0.14% -1,766 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,158 shares; 2024Q4: 8,082 shares; 2025Q1: 8,339 shares; 2025Q2: 8,779 shares; 2025Q3: 8,364 shares; 2025Q4: 30,481 shares; 2026Q1: 29,911 shares 29,911 $7.07M 0.14% -570 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 251,545 shares; 2025Q4: 267,912 shares; 2026Q1: 280,552 shares 280,552 $7.05M 0.14% +12,640 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: 93,926 shares; 2024Q4: 95,096 shares; 2025Q1: 91,658 shares; 2025Q2: 97,806 shares; 2025Q3: 100,010 shares; 2025Q4: 101,845 shares; 2026Q1: 71,493 shares 71,493 $6.91M 0.13% -30,352 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,944 shares; 2024Q4: 195,426 shares; 2025Q1: 200,336 shares; 2025Q2: 216,377 shares; 2025Q3: 234,546 shares; 2025Q4: 214,781 shares; 2026Q1: 253,201 shares 253,201 $6.87M 0.13% +38,420 Timeline KBWB 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: 3,545 shares; 2025Q1: 78,423 shares; 2025Q2: 77,465 shares; 2025Q3: 82,535 shares; 2025Q4: 83,509 shares; 2026Q1: 86,644 shares 86,644 $6.86M 0.13% +3,135 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: 6,688 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91,513 shares; 2025Q3: 105,101 shares; 2025Q4: 118,321 shares; 2026Q1: 134,442 shares 134,442 $6.85M 0.13% +16,121 Timeline HFGM 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: 10,628 shares; 2025Q4: 23,836 shares; 2026Q1: 213,537 shares 213,537 $6.85M 0.13% +189,701 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,994 shares; 2024Q4: 59,216 shares; 2025Q1: 69,402 shares; 2025Q2: 73,861 shares; 2025Q3: 70,675 shares; 2025Q4: 71,516 shares; 2026Q1: 71,405 shares 71,405 $6.73M 0.13% -111 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: 55,063 shares; 2024Q4: 56,215 shares; 2025Q1: 59,774 shares; 2025Q2: 66,886 shares; 2025Q3: 78,301 shares; 2025Q4: 91,525 shares; 2026Q1: 95,846 shares 95,846 $6.73M 0.13% +4,321 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: 55,209 shares; 2024Q4: 67,463 shares; 2025Q1: 55,038 shares; 2025Q2: 66,528 shares; 2025Q3: 68,046 shares; 2025Q4: 63,074 shares; 2026Q1: 64,948 shares 64,948 $6.71M 0.13% +1,874 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,593 shares; 2024Q4: 8,390 shares; 2025Q1: 8,390 shares; 2025Q2: 203,814 shares; 2025Q3: 225,190 shares; 2025Q4: 255,599 shares; 2026Q1: 277,988 shares 277,988 $6.67M 0.13% +22,389 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,593 shares; 2024Q4: 7,871 shares; 2025Q1: 7,946 shares; 2025Q2: 9,612 shares; 2025Q3: 9,781 shares; 2025Q4: 9,372 shares; 2026Q1: 9,454 shares 9,454 $6.6M 0.13% +82 Timeline RZV 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: 53,676 shares; 2024Q4: 55,450 shares; 2025Q1: 55,397 shares; 2025Q2: 62,175 shares; 2025Q3: 72,883 shares; 2025Q4: 73,979 shares; 2026Q1: 51,863 shares 51,863 $6.45M 0.13% -22,116 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83,369 shares; 2026Q1: 85,300 shares 85,300 $6.44M 0.13% +1,931 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: 23,293 shares; 2024Q4: 24,617 shares; 2025Q1: 20,901 shares; 2025Q2: 21,502 shares; 2025Q3: 18,653 shares; 2025Q4: 18,529 shares; 2026Q1: 25,729 shares 25,729 $6.38M 0.12% +7,200 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,266 shares; 2024Q4: 22,761 shares; 2025Q1: 28,569 shares; 2025Q2: 28,342 shares; 2025Q3: 28,365 shares; 2025Q4: 28,250 shares; 2026Q1: 44,625 shares 44,625 $6.36M 0.12% +16,375 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,304 shares; 2025Q3: 54,942 shares; 2025Q4: 57,095 shares; 2026Q1: 56,682 shares 56,682 $6.35M 0.12% -413 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: 72,578 shares; 2024Q4: 74,729 shares; 2025Q1: 79,471 shares; 2025Q2: 86,552 shares; 2025Q3: 88,043 shares; 2025Q4: 79,268 shares; 2026Q1: 79,893 shares 79,893 $6.2M 0.12% +625 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: 12,897 shares; 2024Q4: 13,313 shares; 2025Q1: 12,822 shares; 2025Q2: 12,484 shares; 2025Q3: 12,485 shares; 2025Q4: 22,181 shares; 2026Q1: 17,335 shares 17,335 $6.1M 0.12% -4,846 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: 55,248 shares; 2025Q2: 55,952 shares; 2025Q3: 93,259 shares; 2025Q4: 110,468 shares; 2026Q1: 117,093 shares 117,093 $6.04M 0.12% +6,625 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 276,896 shares; 2025Q3: 154,017 shares; 2025Q4: 151,501 shares; 2026Q1: 142,584 shares 142,584 $5.98M 0.12% -8,917 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: 53,138 shares; 2024Q4: 56,865 shares; 2025Q1: 63,158 shares; 2025Q2: 116,154 shares; 2025Q3: 84,433 shares; 2025Q4: 112,931 shares; 2026Q1: 117,230 shares 117,230 $5.98M 0.12% +4,299 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230,167 shares; 2024Q4: 233,757 shares; 2025Q1: 234,512 shares; 2025Q2: 264,366 shares; 2025Q3: 271,610 shares; 2025Q4: 158,440 shares; 2026Q1: 155,069 shares 155,069 $5.96M 0.12% -3,371 Timeline HMOP 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: 249,342 shares; 2024Q4: 262,079 shares; 2025Q1: 267,788 shares; 2025Q2: 159,290 shares; 2025Q3: 153,758 shares; 2025Q4: 138,424 shares; 2026Q1: 152,863 shares 152,863 $5.92M 0.12% +14,439 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: 55,106 shares; 2024Q4: 53,852 shares; 2025Q1: 52,901 shares; 2025Q2: 59,056 shares; 2025Q3: 59,117 shares; 2025Q4: 59,326 shares; 2026Q1: 59,104 shares 59,104 $5.7M 0.11% -222 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,776 shares; 2024Q4: 29,361 shares; 2025Q1: 42,419 shares; 2025Q2: 47,072 shares; 2025Q3: 48,138 shares; 2025Q4: 48,265 shares; 2026Q1: 55,314 shares 55,314 $5.7M 0.11% +7,049 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: 14,548 shares; 2024Q4: 17,765 shares; 2025Q1: 20,281 shares; 2025Q2: 20,174 shares; 2025Q3: 20,169 shares; 2025Q4: 17,427 shares; 2026Q1: 16,858 shares 16,858 $5.7M 0.11% -569 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: 76,886 shares; 2025Q3: 108,814 shares; 2025Q4: 113,214 shares; 2026Q1: 126,695 shares 126,695 $5.68M 0.11% +13,481 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,548 shares; 2024Q4: 132,993 shares; 2025Q1: 134,665 shares; 2025Q2: 151,578 shares; 2025Q3: 154,787 shares; 2025Q4: 154,383 shares; 2026Q1: 156,545 shares 156,545 $5.67M 0.11% +2,162 Timeline IGLB 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: 94,166 shares; 2024Q4: 100,010 shares; 2025Q1: 99,700 shares; 2025Q2: 101,693 shares; 2025Q3: 106,875 shares; 2025Q4: 109,467 shares; 2026Q1: 113,962 shares 113,962 $5.66M 0.11% +4,495 Timeline DSI 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: 40,234 shares; 2024Q4: 41,942 shares; 2025Q1: 48,223 shares; 2025Q2: 51,194 shares; 2025Q3: 48,615 shares; 2025Q4: 47,358 shares; 2026Q1: 46,200 shares 46,200 $5.6M 0.11% -1,158 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,962 shares; 2024Q4: 58,003 shares; 2025Q1: 61,636 shares; 2025Q2: 60,606 shares; 2025Q3: 60,856 shares; 2025Q4: 64,949 shares; 2026Q1: 56,418 shares 56,418 $5.55M 0.11% -8,531 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: 18,547 shares; 2024Q4: 18,608 shares; 2025Q1: 19,030 shares; 2025Q2: 21,072 shares; 2025Q3: 22,083 shares; 2025Q4: 22,413 shares; 2026Q1: 22,549 shares 22,549 $5.47M 0.11% +136 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,909 shares; 2024Q4: 20,937 shares; 2025Q1: 21,180 shares; 2025Q2: 21,314 shares; 2025Q3: 21,622 shares; 2025Q4: 23,257 shares; 2026Q1: 23,753 shares 23,753 $5.46M 0.11% +496 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,269 shares; 2024Q4: 69,979 shares; 2025Q1: 52,183 shares; 2025Q2: 48,215 shares; 2025Q3: 45,161 shares; 2025Q4: 87,794 shares; 2026Q1: 88,039 shares 88,039 $5.39M 0.1% +245 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,068 shares; 2024Q4: 16,463 shares; 2025Q1: 22,012 shares; 2025Q2: 22,965 shares; 2025Q3: 22,904 shares; 2025Q4: 22,954 shares; 2026Q1: 23,816 shares 23,816 $5.37M 0.1% +862 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: 73,482 shares; 2024Q4: 71,979 shares; 2025Q1: 71,242 shares; 2025Q2: 72,185 shares; 2025Q3: 72,625 shares; 2025Q4: 76,090 shares; 2026Q1: 43,179 shares 43,179 $5.37M 0.1% -32,911 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: 152,702 shares; 2024Q4: 134,220 shares; 2025Q1: 117,091 shares; 2025Q2: 115,023 shares; 2025Q3: 116,335 shares; 2025Q4: 116,893 shares; 2026Q1: 114,011 shares 114,011 $5.36M 0.1% -2,882 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,637 shares; 2024Q4: 12,895 shares; 2025Q1: 11,697 shares; 2025Q2: 19,749 shares; 2025Q3: 29,255 shares; 2025Q4: 38,293 shares; 2026Q1: 47,618 shares 47,618 $5.28M 0.1% +9,325 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 85,710 shares; 2026Q1: 85,710 shares 85,710 $5.23M 0.1% 0 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: 33,602 shares; 2024Q4: 33,414 shares; 2025Q1: 34,551 shares; 2025Q2: 35,723 shares; 2025Q3: 35,866 shares; 2025Q4: 35,757 shares; 2026Q1: 35,749 shares 35,749 $5.16M 0.1% -8 Timeline BFC BANK FIRST CORP More: the full row for BANK FIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,472 shares; 2024Q4: 23,207 shares; 2025Q1: 23,240 shares; 2025Q2: 37,974 shares; 2025Q3: 37,555 shares; 2025Q4: 37,580 shares; 2026Q1: 37,359 shares 37,359 $5.05M 0.1% -221 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 8 shares; 2025Q1: 9 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $5.03M 0.1% 0 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 276,415 shares; 2024Q4: 270,654 shares; 2025Q1: 278,530 shares; 2025Q2: 280,504 shares; 2025Q3: 303,015 shares; 2025Q4: 352,808 shares; 2026Q1: 205,818 shares 205,818 $5.02M 0.1% -146,990 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,009 shares; 2024Q4: 19,722 shares; 2025Q1: 19,526 shares; 2025Q2: 25,673 shares; 2025Q3: 25,877 shares; 2025Q4: 27,786 shares; 2026Q1: 27,220 shares 27,220 $5.02M 0.1% -566 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,642 shares; 2025Q3: 59,970 shares; 2025Q4: 58,286 shares; 2026Q1: 58,818 shares 58,818 $4.98M 0.1% +532 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 95,918 shares; 2026Q1: 95,918 shares 95,918 $4.98M 0.1% 0 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: 83,373 shares; 2024Q4: 90,057 shares; 2025Q1: 95,921 shares; 2025Q2: 108,011 shares; 2025Q3: 106,108 shares; 2025Q4: 105,920 shares; 2026Q1: 105,306 shares 105,306 $4.9M 0.1% -614 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: 32,741 shares; 2024Q4: 32,001 shares; 2025Q1: 31,952 shares; 2025Q2: 25,992 shares; 2025Q3: 23,772 shares; 2025Q4: 51,998 shares; 2026Q1: 50,673 shares 50,673 $4.88M 0.09% -1,325 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: 29,589 shares; 2024Q4: 25,519 shares; 2025Q1: 24,191 shares; 2025Q2: 30,961 shares; 2025Q3: 31,188 shares; 2025Q4: 31,773 shares; 2026Q1: 33,293 shares 33,293 $4.87M 0.09% +1,520 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: 13,496 shares; 2024Q4: 12,956 shares; 2025Q1: 13,474 shares; 2025Q2: 13,601 shares; 2025Q3: 14,539 shares; 2025Q4: 23,457 shares; 2026Q1: 25,144 shares 25,144 $4.85M 0.09% +1,687 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: 152,720 shares; 2024Q4: 155,044 shares; 2025Q1: 127,395 shares; 2025Q2: 154,736 shares; 2025Q3: 164,956 shares; 2025Q4: 158,746 shares; 2026Q1: 169,282 shares 169,282 $4.75M 0.09% +10,536 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,904 shares; 2024Q4: 188,365 shares; 2025Q1: 180,611 shares; 2025Q2: 179,560 shares; 2025Q3: 179,023 shares; 2025Q4: 192,190 shares; 2026Q1: 189,097 shares 189,097 $4.75M 0.09% -3,093 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: 67,363 shares; 2025Q4: 69,286 shares; 2026Q1: 71,529 shares 71,529 $4.72M 0.09% +2,243 Timeline WTIP 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: 12,396 shares; 2026Q1: 123,199 shares 123,199 $4.64M 0.09% +110,803 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,553 shares; 2024Q4: 27,567 shares; 2025Q1: 27,478 shares; 2025Q2: 26,420 shares; 2025Q3: 27,289 shares; 2025Q4: 27,307 shares; 2026Q1: 30,141 shares 30,141 $4.56M 0.09% +2,834 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: 12,771 shares; 2024Q4: 15,876 shares; 2025Q1: 16,517 shares; 2025Q2: 17,351 shares; 2025Q3: 17,020 shares; 2025Q4: 82,441 shares; 2026Q1: 87,668 shares 87,668 $4.55M 0.09% +5,227 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: 16,307 shares; 2024Q4: 17,293 shares; 2025Q1: 18,564 shares; 2025Q2: 19,360 shares; 2025Q3: 19,448 shares; 2025Q4: 20,335 shares; 2026Q1: 18,096 shares 18,096 $4.53M 0.09% -2,239 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,223 shares; 2024Q4: 58,759 shares; 2025Q1: 59,103 shares; 2025Q2: 67,252 shares; 2025Q3: 64,541 shares; 2025Q4: 41,752 shares; 2026Q1: 94,841 shares 94,841 $4.53M 0.09% +53,089 Timeline NTSE 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: 103,487 shares; 2024Q4: 113,088 shares; 2025Q1: 116,472 shares; 2025Q2: 116,899 shares; 2025Q3: 118,038 shares; 2025Q4: 114,698 shares; 2026Q1: 113,663 shares 113,663 $4.52M 0.09% -1,035 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: 6,321 shares; 2024Q4: 6,607 shares; 2025Q1: 6,819 shares; 2025Q2: 6,872 shares; 2025Q3: 6,986 shares; 2025Q4: 8,772 shares; 2026Q1: 9,013 shares 9,013 $4.5M 0.09% +241 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: 49,240 shares; 2024Q4: 34,458 shares; 2025Q1: 33,471 shares; 2025Q2: 36,582 shares; 2025Q3: 35,586 shares; 2025Q4: 36,480 shares; 2026Q1: 37,385 shares 37,385 $4.5M 0.09% +905 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: 101,704 shares; 2024Q4: 94,994 shares; 2025Q1: 92,052 shares; 2025Q2: 85,173 shares; 2025Q3: 85,636 shares; 2025Q4: 76,688 shares; 2026Q1: 89,568 shares 89,568 $4.5M 0.09% +12,880 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,956 shares; 2024Q4: 1,928 shares; 2025Q1: 2,148 shares; 2025Q2: 2,359 shares; 2025Q3: 2,360 shares; 2025Q4: 45,984 shares; 2026Q1: 46,552 shares 46,552 $4.48M 0.09% +568 Timeline RSPA 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: 12,959 shares; 2025Q2: 64,780 shares; 2025Q3: 65,444 shares; 2025Q4: 75,455 shares; 2026Q1: 89,495 shares 89,495 $4.47M 0.09% +14,040 Timeline BILS 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: 42,370 shares; 2024Q4: 43,232 shares; 2025Q1: 44,289 shares; 2025Q2: 88,368 shares; 2025Q3: 53,384 shares; 2025Q4: 45,304 shares; 2026Q1: 44,677 shares 44,677 $4.44M 0.09% -627 Timeline TBIL 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: 165,382 shares; 2024Q4: 260,305 shares; 2025Q1: 389,353 shares; 2025Q2: 324,665 shares; 2025Q3: 97,573 shares; 2025Q4: 95,676 shares; 2026Q1: 88,812 shares 88,812 $4.43M 0.09% -6,864 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: 30,752 shares; 2024Q4: 26,478 shares; 2025Q1: 25,689 shares; 2025Q2: 27,495 shares; 2025Q3: 28,891 shares; 2025Q4: 49,899 shares; 2026Q1: 96,241 shares 96,241 $4.42M 0.09% +46,342 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,384 shares; 2024Q4: 10,952 shares; 2025Q1: 7,595 shares; 2025Q2: 11,290 shares; 2025Q3: 12,041 shares; 2025Q4: 12,312 shares; 2026Q1: 13,187 shares 13,187 $4.33M 0.08% +875 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,856 shares; 2024Q4: 62,046 shares; 2025Q1: 70,560 shares; 2025Q2: 74,372 shares; 2025Q3: 75,678 shares; 2025Q4: 78,981 shares; 2026Q1: 86,578 shares 86,578 $4.33M 0.08% +7,597 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,829 shares; 2024Q4: 8,759 shares; 2025Q1: 9,375 shares; 2025Q2: 9,966 shares; 2025Q3: 10,732 shares; 2025Q4: 18,148 shares; 2026Q1: 19,123 shares 19,123 $4.32M 0.08% +975 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191,157 shares; 2024Q4: 182,760 shares; 2025Q1: 167,825 shares; 2025Q2: 165,396 shares; 2025Q3: 167,211 shares; 2025Q4: 126,626 shares; 2026Q1: 47,941 shares 47,941 $4.25M 0.08% -78,685 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: 25,370 shares; 2024Q4: 25,074 shares; 2025Q1: 28,563 shares; 2025Q2: 30,011 shares; 2025Q3: 28,243 shares; 2025Q4: 27,666 shares; 2026Q1: 56,526 shares 56,526 $4.25M 0.08% +28,860 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: 12,398 shares; 2024Q4: 13,362 shares; 2025Q1: 120,243 shares; 2025Q2: 178,218 shares; 2025Q3: 198,882 shares; 2025Q4: 228,531 shares; 2026Q1: 231,061 shares 231,061 $4.16M 0.08% +2,530 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: 72,738 shares; 2024Q4: 70,507 shares; 2025Q1: 69,159 shares; 2025Q2: 90,049 shares; 2025Q3: 68,794 shares; 2025Q4: 55,420 shares; 2026Q1: 45,281 shares 45,281 $4.15M 0.08% -10,139 Timeline DTH 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: 79,537 shares; 2024Q4: 81,849 shares; 2025Q1: 80,693 shares; 2025Q2: 84,861 shares; 2025Q3: 80,959 shares; 2025Q4: 79,131 shares; 2026Q1: 76,563 shares 76,563 $4.14M 0.08% -2,568 Timeline HTAB 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: 414,974 shares; 2024Q4: 437,511 shares; 2025Q1: 244,343 shares; 2025Q2: 205,605 shares; 2025Q3: 215,155 shares; 2025Q4: 195,201 shares; 2026Q1: 207,424 shares 207,424 $3.94M 0.08% +12,223 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: 198,661 shares; 2024Q4: 95,838 shares; 2025Q1: 94,108 shares; 2025Q2: 115,525 shares; 2025Q3: 115,232 shares; 2025Q4: 114,744 shares; 2026Q1: 116,142 shares 116,142 $3.92M 0.08% +1,398 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,222 shares; 2024Q4: 33,708 shares; 2025Q1: 29,910 shares; 2025Q2: 19,438 shares; 2025Q3: 19,546 shares; 2025Q4: 19,095 shares; 2026Q1: 18,052 shares 18,052 $3.92M 0.08% -1,043 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: 19,765 shares; 2024Q4: 31,468 shares; 2025Q1: 68,787 shares; 2025Q2: 71,000 shares; 2025Q3: 72,235 shares; 2025Q4: 70,465 shares; 2026Q1: 65,209 shares 65,209 $3.9M 0.08% -5,256 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS 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: 14,161 shares; 2025Q4: 173,579 shares; 2026Q1: 186,881 shares 186,881 $3.88M 0.08% +13,302 Timeline RSSB TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,052 shares; 2024Q4: 64,207 shares; 2025Q1: 105,533 shares; 2025Q2: 122,876 shares; 2025Q3: 120,825 shares; 2025Q4: 122,848 shares; 2026Q1: 141,871 shares 141,871 $3.86M 0.08% +19,023 Timeline PFXF 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: 158,752 shares; 2024Q4: 173,001 shares; 2025Q1: 193,646 shares; 2025Q2: 214,581 shares; 2025Q3: 209,971 shares; 2025Q4: 212,920 shares; 2026Q1: 218,685 shares 218,685 $3.84M 0.07% +5,765 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: 44,491 shares; 2024Q4: 40,970 shares; 2025Q1: 37,935 shares; 2025Q2: 36,213 shares; 2025Q3: 34,229 shares; 2025Q4: 34,017 shares; 2026Q1: 34,087 shares 34,087 $3.8M 0.07% +70 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: 100,071 shares; 2024Q4: 97,382 shares; 2025Q1: 98,954 shares; 2025Q2: 10,503 shares; 2025Q3: 14,909 shares; 2025Q4: 22,742 shares; 2026Q1: 54,188 shares 54,188 $3.78M 0.07% +31,446 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: 115,048 shares; 2024Q4: 99,991 shares; 2025Q1: 92,160 shares; 2025Q2: 86,739 shares; 2025Q3: 77,051 shares; 2025Q4: 74,551 shares; 2026Q1: 74,447 shares 74,447 $3.77M 0.07% -104 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: 107,286 shares; 2024Q4: 117,689 shares; 2025Q1: 110,981 shares; 2025Q2: 83,560 shares; 2025Q3: 76,172 shares; 2025Q4: 83,372 shares; 2026Q1: 75,100 shares 75,100 $3.75M 0.07% -8,272 Timeline XLP 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: 32,330 shares; 2024Q4: 33,551 shares; 2025Q1: 37,491 shares; 2025Q2: 50,257 shares; 2025Q3: 55,238 shares; 2025Q4: 49,868 shares; 2026Q1: 45,666 shares 45,666 $3.74M 0.07% -4,202 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: 34,990 shares; 2024Q4: 35,994 shares; 2025Q1: 38,393 shares; 2025Q2: 41,129 shares; 2025Q3: 43,461 shares; 2025Q4: 46,141 shares; 2026Q1: 43,766 shares 43,766 $3.73M 0.07% -2,375 Timeline TYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 139,311 shares; 2026Q1: 147,832 shares 147,832 $3.72M 0.07% +8,521 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: 14,453 shares; 2024Q4: 14,282 shares; 2025Q1: 14,617 shares; 2025Q2: 14,860 shares; 2025Q3: 14,689 shares; 2025Q4: 15,621 shares; 2026Q1: 13,093 shares 13,093 $3.72M 0.07% -2,528 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: 41,918 shares; 2024Q4: 42,341 shares; 2025Q1: 42,925 shares; 2025Q2: 46,468 shares; 2025Q3: 46,433 shares; 2025Q4: 45,877 shares; 2026Q1: 48,780 shares 48,780 $3.71M 0.07% +2,903 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,487 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,784 shares 22,784 $3.7M 0.07% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,380 shares; 2024Q4: 47,365 shares; 2025Q1: 46,821 shares; 2025Q2: 51,448 shares; 2025Q3: 51,941 shares; 2025Q4: 44,023 shares; 2026Q1: 56,082 shares 56,082 $3.7M 0.07% +12,059 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,422 shares; 2024Q4: 132,489 shares; 2025Q1: 134,638 shares; 2025Q2: 172,805 shares; 2025Q3: 179,591 shares; 2025Q4: 182,957 shares; 2026Q1: 184,454 shares 184,454 $3.7M 0.07% +1,497 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,714 shares; 2024Q4: 9,185 shares; 2025Q1: 9,441 shares; 2025Q2: 9,101 shares; 2025Q3: 10,197 shares; 2025Q4: 11,130 shares; 2026Q1: 11,857 shares 11,857 $3.69M 0.07% +727 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,998 shares; 2025Q2: 22,146 shares; 2025Q3: 43,108 shares; 2025Q4: 54,356 shares; 2026Q1: 67,387 shares 67,387 $3.64M 0.07% +13,031 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: 98,241 shares; 2024Q4: 97,238 shares; 2025Q1: 76,776 shares; 2025Q2: 92,933 shares; 2025Q3: 96,655 shares; 2025Q4: 94,971 shares; 2026Q1: 95,880 shares 95,880 $3.63M 0.07% +909 Timeline VNLA 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: 52,172 shares; 2025Q1: 58,183 shares; 2025Q2: 56,973 shares; 2025Q3: 61,677 shares; 2025Q4: 67,693 shares; 2026Q1: 74,027 shares 74,027 $3.62M 0.07% +6,334 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,795 shares; 2024Q4: 16,857 shares; 2025Q1: 19,640 shares; 2025Q2: 29,765 shares; 2025Q3: 27,244 shares; 2025Q4: 26,532 shares; 2026Q1: 32,934 shares 32,934 $3.61M 0.07% +6,402 Timeline DES 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: 104,105 shares; 2024Q4: 101,181 shares; 2025Q1: 101,427 shares; 2025Q2: 105,064 shares; 2025Q3: 104,415 shares; 2025Q4: 102,948 shares; 2026Q1: 100,160 shares 100,160 $3.6M 0.07% -2,788 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,417 shares; 2024Q4: 15,194 shares; 2025Q1: 27,526 shares; 2025Q2: 26,031 shares; 2025Q3: 31,421 shares; 2025Q4: 45,938 shares; 2026Q1: 68,121 shares 68,121 $3.58M 0.07% +22,183 Timeline DFAI 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: 11,591 shares; 2024Q4: 6,928 shares; 2025Q1: 6,941 shares; 2025Q2: 13,377 shares; 2025Q3: 13,992 shares; 2025Q4: 18,153 shares; 2026Q1: 91,679 shares 91,679 $3.57M 0.07% +73,526 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,910 shares; 2024Q4: 11,619 shares; 2025Q1: 9,902 shares; 2025Q2: 12,505 shares; 2025Q3: 13,386 shares; 2025Q4: 12,691 shares; 2026Q1: 13,835 shares 13,835 $3.56M 0.07% +1,144 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: 47,887 shares; 2025Q2: 66,610 shares; 2025Q3: 69,195 shares; 2025Q4: 72,202 shares; 2026Q1: 95,307 shares 95,307 $3.55M 0.07% +23,105 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,584 shares; 2024Q4: 2,119 shares; 2025Q1: 1,927 shares; 2025Q2: 1,711 shares; 2025Q3: 1,682 shares; 2025Q4: 9,951 shares; 2026Q1: 9,953 shares 9,953 $3.55M 0.07% +2 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,891 shares; 2024Q4: 81,006 shares; 2025Q1: 62,147 shares; 2025Q2: 69,480 shares; 2025Q3: 67,095 shares; 2025Q4: 73,619 shares; 2026Q1: 78,790 shares 78,790 $3.54M 0.07% +5,171 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,014 shares; 2024Q4: 18,169 shares; 2025Q1: 27,891 shares; 2025Q2: 100,936 shares; 2025Q3: 98,503 shares; 2025Q4: 102,404 shares; 2026Q1: 98,726 shares 98,726 $3.53M 0.07% -3,678 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: 19,965 shares; 2024Q4: 17,751 shares; 2025Q1: 16,419 shares; 2025Q2: 17,213 shares; 2025Q3: 17,866 shares; 2025Q4: 16,291 shares; 2026Q1: 17,232 shares 17,232 $3.51M 0.07% +941 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,371 shares; 2024Q4: 32,752 shares; 2025Q1: 31,676 shares; 2025Q2: 34,080 shares; 2025Q3: 34,860 shares; 2025Q4: 24,905 shares; 2026Q1: 25,191 shares 25,191 $3.48M 0.07% +286 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: 61,859 shares; 2024Q4: 61,532 shares; 2025Q1: 61,702 shares; 2025Q2: 68,073 shares; 2025Q3: 69,747 shares; 2025Q4: 72,894 shares; 2026Q1: 71,452 shares 71,452 $3.48M 0.07% -1,442 Timeline HYD 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: 74,278 shares; 2024Q4: 79,457 shares; 2025Q1: 81,036 shares; 2025Q2: 49,866 shares; 2025Q3: 54,415 shares; 2025Q4: 60,076 shares; 2026Q1: 69,440 shares 69,440 $3.48M 0.07% +9,364 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,567 shares; 2024Q4: 3,552 shares; 2025Q1: 3,807 shares; 2025Q2: 3,978 shares; 2025Q3: 4,012 shares; 2025Q4: 6,585 shares; 2026Q1: 6,461 shares 6,461 $3.48M 0.07% -124 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: 49,624 shares; 2025Q1: 61,592 shares; 2025Q2: 58,916 shares; 2025Q3: 57,748 shares; 2025Q4: 63,030 shares; 2026Q1: 66,526 shares 66,526 $3.47M 0.07% +3,496 Timeline AVRE 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: 4,405 shares; 2024Q4: not reported; 2025Q1: 86,021 shares; 2025Q2: 72,436 shares; 2025Q3: 73,645 shares; 2025Q4: 77,517 shares; 2026Q1: 78,592 shares 78,592 $3.46M 0.07% +1,075 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: 9,106 shares; 2025Q1: 33,682 shares; 2025Q2: 56,063 shares; 2025Q3: 61,655 shares; 2025Q4: 79,373 shares; 2026Q1: 89,489 shares 89,489 $3.44M 0.07% +10,116 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,086 shares; 2024Q4: 5,037 shares; 2025Q1: 4,774 shares; 2025Q2: 4,759 shares; 2025Q3: 4,551 shares; 2025Q4: 3,823 shares; 2026Q1: 3,811 shares 3,811 $3.41M 0.07% -12 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: 38,365 shares; 2024Q4: 32,668 shares; 2025Q1: 32,784 shares; 2025Q2: 32,547 shares; 2025Q3: 38,449 shares; 2025Q4: 61,472 shares; 2026Q1: 59,931 shares 59,931 $3.4M 0.07% -1,541 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: 21,860 shares; 2024Q4: 21,413 shares; 2025Q1: 21,922 shares; 2025Q2: 21,744 shares; 2025Q3: 22,668 shares; 2025Q4: 23,311 shares; 2026Q1: 23,428 shares 23,428 $3.4M 0.07% +117 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,034 shares; 2024Q4: 18,263 shares; 2025Q1: 18,175 shares; 2025Q2: 18,527 shares; 2025Q3: 18,514 shares; 2025Q4: 19,547 shares; 2026Q1: 24,339 shares 24,339 $3.39M 0.07% +4,792 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: 27,666 shares; 2024Q4: 21,853 shares; 2025Q1: 21,244 shares; 2025Q2: 28,505 shares; 2025Q3: 27,884 shares; 2025Q4: 28,593 shares; 2026Q1: 36,468 shares 36,468 $3.39M 0.07% +7,875 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,215 shares; 2024Q4: 5,661 shares; 2025Q1: 5,800 shares; 2025Q2: 8,217 shares; 2025Q3: 8,387 shares; 2025Q4: 9,320 shares; 2026Q1: 9,377 shares 9,377 $3.35M 0.07% +57 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: 21,193 shares; 2024Q4: 21,550 shares; 2025Q1: 24,783 shares; 2025Q2: 29,836 shares; 2025Q3: 30,625 shares; 2025Q4: 31,918 shares; 2026Q1: 38,022 shares 38,022 $3.35M 0.07% +6,104 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,930 shares; 2025Q3: 6,050 shares; 2025Q4: 30,214 shares; 2026Q1: 31,063 shares 31,063 $3.33M 0.06% +849 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,030 shares; 2024Q4: 3,932 shares; 2025Q1: 3,737 shares; 2025Q2: 3,801 shares; 2025Q3: 3,878 shares; 2025Q4: 5,439 shares; 2026Q1: 5,822 shares 5,822 $3.28M 0.06% +383 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: 5,508 shares; 2024Q4: 5,552 shares; 2025Q1: 5,756 shares; 2025Q2: 6,325 shares; 2025Q3: 6,386 shares; 2025Q4: 36,537 shares; 2026Q1: 30,582 shares 30,582 $3.2M 0.06% -5,955 Timeline UWM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68,080 shares; 2026Q1: 68,080 shares 68,080 $3.18M 0.06% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,920 shares; 2024Q4: 27,521 shares; 2025Q1: 29,607 shares; 2025Q2: 27,816 shares; 2025Q3: 40,927 shares; 2025Q4: 35,511 shares; 2026Q1: 20,421 shares 20,421 $3.17M 0.06% -15,090 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: 12,723 shares; 2024Q4: 12,258 shares; 2025Q1: 13,282 shares; 2025Q2: 13,076 shares; 2025Q3: 12,660 shares; 2025Q4: 29,762 shares; 2026Q1: 30,166 shares 30,166 $3.1M 0.06% +404 Timeline GNT GAMCO NAT RES GOLD & INCOME More: the full row for GAMCO NAT RES GOLD & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 474,468 shares; 2024Q4: 417,991 shares; 2025Q1: 417,262 shares; 2025Q2: 417,946 shares; 2025Q3: 423,554 shares; 2025Q4: 435,555 shares; 2026Q1: 368,158 shares 368,158 $3.07M 0.06% -67,397 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: 68,984 shares; 2024Q4: 64,873 shares; 2025Q1: 63,064 shares; 2025Q2: 66,616 shares; 2025Q3: 65,291 shares; 2025Q4: 58,900 shares; 2026Q1: 58,378 shares 58,378 $3.07M 0.06% -522 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,263 shares; 2024Q4: 1,271 shares; 2025Q1: 1,216 shares; 2025Q2: 2,590 shares; 2025Q3: 2,554 shares; 2025Q4: 9,328 shares; 2026Q1: 9,260 shares 9,260 $3.04M 0.06% -68 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 106,428 shares; 2025Q3: 132,393 shares; 2025Q4: 112,521 shares; 2026Q1: 119,651 shares 119,651 $3.03M 0.06% +7,130 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: 28,899 shares; 2024Q4: 26,880 shares; 2025Q1: 42,596 shares; 2025Q2: 40,503 shares; 2025Q3: 37,012 shares; 2025Q4: 36,475 shares; 2026Q1: 36,523 shares 36,523 $3.02M 0.06% +48 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: 42,369 shares; 2024Q4: 41,709 shares; 2025Q1: 50,519 shares; 2025Q2: 52,832 shares; 2025Q3: 54,729 shares; 2025Q4: 55,289 shares; 2026Q1: 60,430 shares 60,430 $3.01M 0.06% +5,141 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: 14,983 shares; 2024Q4: 14,571 shares; 2025Q1: 15,680 shares; 2025Q2: 15,810 shares; 2025Q3: 16,011 shares; 2025Q4: 22,801 shares; 2026Q1: 22,960 shares 22,960 $3.01M 0.06% +159 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,160 shares; 2024Q4: 47,084 shares; 2025Q1: 113,336 shares; 2025Q2: 128,426 shares; 2025Q3: 129,928 shares; 2025Q4: 138,689 shares; 2026Q1: 85,688 shares 85,688 $3M 0.06% -53,001 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: 2,619 shares; 2024Q4: 3,035 shares; 2025Q1: 14,373 shares; 2025Q2: 15,530 shares; 2025Q3: 15,846 shares; 2025Q4: 16,909 shares; 2026Q1: 18,137 shares 18,137 $2.98M 0.06% +1,228 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,899 shares; 2025Q3: 23,378 shares; 2025Q4: 24,257 shares; 2026Q1: 20,572 shares 20,572 $2.98M 0.06% -3,685 Timeline JSML 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: 3,557 shares; 2024Q4: 3,812 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,672 shares; 2026Q1: 42,401 shares 42,401 $2.97M 0.06% +9,729 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,311 shares; 2024Q4: 34,027 shares; 2025Q1: 34,812 shares; 2025Q2: 35,915 shares; 2025Q3: 34,351 shares; 2025Q4: 24,302 shares; 2026Q1: 21,814 shares 21,814 $2.97M 0.06% -2,488 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,305 shares; 2024Q4: 3,215 shares; 2025Q1: 3,298 shares; 2025Q2: 3,565 shares; 2025Q3: 3,615 shares; 2025Q4: 3,919 shares; 2026Q1: 3,353 shares 3,353 $2.93M 0.06% -566 Timeline EDOW 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: 62,890 shares; 2024Q4: 63,245 shares; 2025Q1: 66,485 shares; 2025Q2: 67,802 shares; 2025Q3: 70,313 shares; 2025Q4: 71,845 shares; 2026Q1: 72,039 shares 72,039 $2.92M 0.06% +194 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,312 shares; 2024Q4: 13,739 shares; 2025Q1: 13,208 shares; 2025Q2: 5,987 shares; 2025Q3: 7,039 shares; 2025Q4: 8,125 shares; 2026Q1: 9,661 shares 9,661 $2.92M 0.06% +1,536 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,783 shares; 2024Q4: 20,457 shares; 2025Q1: 20,264 shares; 2025Q2: 21,133 shares; 2025Q3: 21,767 shares; 2025Q4: 22,051 shares; 2026Q1: 22,253 shares 22,253 $2.92M 0.06% +202 Timeline GXC SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,613 shares; 2025Q2: 31,459 shares; 2025Q3: 31,054 shares; 2025Q4: 31,566 shares; 2026Q1: 31,115 shares 31,115 $2.9M 0.06% -451 Timeline DFCF 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: 41,455 shares; 2024Q4: 44,168 shares; 2025Q1: 99,814 shares; 2025Q2: 107,930 shares; 2025Q3: 108,749 shares; 2025Q4: 130,354 shares; 2026Q1: 68,614 shares 68,614 $2.9M 0.06% -61,740 Timeline PVI 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: 39,351 shares; 2024Q4: 42,876 shares; 2025Q1: 47,204 shares; 2025Q2: 42,919 shares; 2025Q3: 54,995 shares; 2025Q4: 79,297 shares; 2026Q1: 115,796 shares 115,796 $2.88M 0.06% +36,499 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,669 shares; 2025Q2: 26,597 shares; 2025Q3: 33,978 shares; 2025Q4: 36,948 shares; 2026Q1: 38,946 shares 38,946 $2.88M 0.06% +1,998 Timeline DDSQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 143,099 shares 143,099 $2.85M 0.06% new Timeline SPIB 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: 60,237 shares; 2024Q4: 59,921 shares; 2025Q1: 59,165 shares; 2025Q2: 59,501 shares; 2025Q3: 83,306 shares; 2025Q4: 87,676 shares; 2026Q1: 84,551 shares 84,551 $2.84M 0.06% -3,125 Timeline CSHI 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: 5,341 shares; 2025Q2: 58,976 shares; 2025Q3: 69,348 shares; 2025Q4: 54,993 shares; 2026Q1: 56,814 shares 56,814 $2.83M 0.05% +1,821 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: 16,715 shares; 2024Q4: 16,615 shares; 2025Q1: 16,818 shares; 2025Q2: 17,371 shares; 2025Q3: 20,317 shares; 2025Q4: 13,528 shares; 2026Q1: 17,097 shares 17,097 $2.83M 0.05% +3,569 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,214 shares; 2024Q4: 7,206 shares; 2025Q1: 7,050 shares; 2025Q2: 6,921 shares; 2025Q3: 6,801 shares; 2025Q4: 6,630 shares; 2026Q1: 6,472 shares 6,472 $2.82M 0.05% -158 Timeline UTEN 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: 19,780 shares; 2024Q4: 14,564 shares; 2025Q1: 14,829 shares; 2025Q2: 12,594 shares; 2025Q3: 11,751 shares; 2025Q4: 10,982 shares; 2026Q1: 63,898 shares 63,898 $2.79M 0.05% +52,916 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,109 shares; 2024Q4: 13,976 shares; 2025Q1: 13,859 shares; 2025Q2: 14,071 shares; 2025Q3: 14,040 shares; 2025Q4: 13,658 shares; 2026Q1: 14,027 shares 14,027 $2.78M 0.05% +369 Timeline KOMP 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: 42,924 shares; 2024Q4: 41,548 shares; 2025Q1: 39,547 shares; 2025Q2: 44,561 shares; 2025Q3: 43,064 shares; 2025Q4: 47,325 shares; 2026Q1: 47,487 shares 47,487 $2.78M 0.05% +162 Timeline XLBI 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 117,435 shares 117,435 $2.78M 0.05% new 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: 21,687 shares; 2024Q4: 21,167 shares; 2025Q1: 19,006 shares; 2025Q2: 21,378 shares; 2025Q3: 21,521 shares; 2025Q4: 20,552 shares; 2026Q1: 21,501 shares 21,501 $2.77M 0.05% +949 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,748 shares; 2024Q4: 10,383 shares; 2025Q1: 9,966 shares; 2025Q2: 10,579 shares; 2025Q3: 10,558 shares; 2025Q4: 10,296 shares; 2026Q1: 10,045 shares 10,045 $2.76M 0.05% -251 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,406 shares; 2024Q4: 33,910 shares; 2025Q1: 34,907 shares; 2025Q2: 61,059 shares; 2025Q3: 62,155 shares; 2025Q4: 62,639 shares; 2026Q1: 64,455 shares 64,455 $2.74M 0.05% +1,816 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: 8,422 shares; 2024Q4: 9,122 shares; 2025Q1: 7,678 shares; 2025Q2: 12,062 shares; 2025Q3: 11,199 shares; 2025Q4: 13,861 shares; 2026Q1: 13,741 shares 13,741 $2.73M 0.05% -120 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: 93,330 shares; 2024Q4: 90,162 shares; 2025Q1: 83,212 shares; 2025Q2: 92,250 shares; 2025Q3: 103,368 shares; 2025Q4: 93,664 shares; 2026Q1: 94,049 shares 94,049 $2.73M 0.05% +385 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: 49,850 shares; 2024Q4: 50,911 shares; 2025Q1: 53,887 shares; 2025Q2: 74,720 shares; 2025Q3: 76,373 shares; 2025Q4: 75,777 shares; 2026Q1: 76,322 shares 76,322 $2.7M 0.05% +545 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: 138,417 shares; 2024Q4: 119,180 shares; 2025Q1: 135,128 shares; 2025Q2: 128,135 shares; 2025Q3: 129,058 shares; 2025Q4: 138,567 shares; 2026Q1: 139,481 shares 139,481 $2.69M 0.05% +914 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,573 shares; 2024Q4: 2,561 shares; 2025Q1: 2,561 shares; 2025Q2: 2,675 shares; 2025Q3: 2,675 shares; 2025Q4: 2,753 shares; 2026Q1: 8,609 shares 8,609 $2.69M 0.05% +5,856 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: 35,054 shares; 2024Q4: 35,072 shares; 2025Q1: 38,341 shares; 2025Q2: 40,375 shares; 2025Q3: 40,616 shares; 2025Q4: 42,556 shares; 2026Q1: 18,234 shares 18,234 $2.68M 0.05% -24,322 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,744 shares; 2024Q4: 59,988 shares; 2025Q1: 58,096 shares; 2025Q2: 63,807 shares; 2025Q3: 65,289 shares; 2025Q4: 63,569 shares; 2026Q1: 62,759 shares 62,759 $2.67M 0.05% -810 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,298 shares; 2024Q4: 72,586 shares; 2025Q1: 71,547 shares; 2025Q2: 119,336 shares; 2025Q3: 119,249 shares; 2025Q4: 100,912 shares; 2026Q1: 86,264 shares 86,264 $2.67M 0.05% -14,648 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,584 shares; 2024Q4: 49,494 shares; 2025Q1: 48,675 shares; 2025Q2: 67,726 shares; 2025Q3: 67,897 shares; 2025Q4: 65,955 shares; 2026Q1: 124,084 shares 124,084 $2.67M 0.05% +58,129 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,215 shares; 2024Q4: 167,145 shares; 2025Q1: 188,896 shares; 2025Q2: 179,538 shares; 2025Q3: 184,566 shares; 2025Q4: 50,847 shares; 2026Q1: 48,216 shares 48,216 $2.66M 0.05% -2,631 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: 23,239 shares; 2024Q4: 23,564 shares; 2025Q1: 23,224 shares; 2025Q2: 23,650 shares; 2025Q3: 25,126 shares; 2025Q4: 23,513 shares; 2026Q1: 27,254 shares 27,254 $2.65M 0.05% +3,741 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,288 shares; 2024Q4: 6,592 shares; 2025Q1: 5,971 shares; 2025Q2: 6,781 shares; 2025Q3: 7,033 shares; 2025Q4: 7,141 shares; 2026Q1: 7,206 shares 7,206 $2.65M 0.05% +65 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: 44,951 shares; 2024Q4: 43,886 shares; 2025Q1: 46,927 shares; 2025Q2: 47,473 shares; 2025Q3: 45,488 shares; 2025Q4: 35,781 shares; 2026Q1: 43,021 shares 43,021 $2.61M 0.05% +7,240 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,299 shares; 2024Q4: 19,961 shares; 2025Q1: 20,747 shares; 2025Q2: 40,409 shares; 2025Q3: 45,402 shares; 2025Q4: 52,034 shares; 2026Q1: 52,736 shares 52,736 $2.61M 0.05% +702 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,539 shares; 2024Q4: 6,296 shares; 2025Q1: 6,561 shares; 2025Q2: 7,293 shares; 2025Q3: 7,434 shares; 2025Q4: 7,712 shares; 2026Q1: 7,984 shares 7,984 $2.6M 0.05% +272 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: 16,789 shares; 2024Q4: 20,203 shares; 2025Q1: 22,269 shares; 2025Q2: 32,375 shares; 2025Q3: 37,693 shares; 2025Q4: 32,278 shares; 2026Q1: 42,393 shares 42,393 $2.59M 0.05% +10,115 Timeline FTC 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: 4,163 shares; 2024Q4: 4,363 shares; 2025Q1: 4,925 shares; 2025Q2: 7,157 shares; 2025Q3: 11,704 shares; 2025Q4: 13,705 shares; 2026Q1: 16,493 shares 16,493 $2.54M 0.05% +2,788 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,485 shares; 2024Q4: 22,794 shares; 2025Q1: 22,163 shares; 2025Q2: 21,749 shares; 2025Q3: 17,817 shares; 2025Q4: 17,745 shares; 2026Q1: 17,312 shares 17,312 $2.54M 0.05% -433 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: 34,076 shares; 2025Q4: 36,128 shares; 2026Q1: 49,955 shares 49,955 $2.54M 0.05% +13,827 Timeline REET 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: 100,470 shares 100,470 $2.53M 0.05% new 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: 7,859 shares; 2024Q4: 16,410 shares; 2025Q1: 16,266 shares; 2025Q2: 15,002 shares; 2025Q3: 15,553 shares; 2025Q4: 15,321 shares; 2026Q1: 15,714 shares 15,714 $2.52M 0.05% +393 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: 99,957 shares; 2024Q4: 37,249 shares; 2025Q1: 58,354 shares; 2025Q2: 57,464 shares; 2025Q3: 56,362 shares; 2025Q4: 55,919 shares; 2026Q1: 56,817 shares 56,817 $2.51M 0.05% +898 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: 17,500 shares; 2024Q4: 10,267 shares; 2025Q1: 24,172 shares; 2025Q2: 45,526 shares; 2025Q3: 43,933 shares; 2025Q4: 44,456 shares; 2026Q1: 45,492 shares 45,492 $2.49M 0.05% +1,036 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,915 shares; 2024Q4: 28,619 shares; 2025Q1: 28,939 shares; 2025Q2: 29,160 shares; 2025Q3: 28,873 shares; 2025Q4: 28,554 shares; 2026Q1: 22,644 shares 22,644 $2.48M 0.05% -5,910 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: 29,355 shares; 2024Q4: 61,867 shares; 2025Q1: 120,210 shares; 2025Q2: 121,141 shares; 2025Q3: 91,689 shares; 2025Q4: 96,446 shares; 2026Q1: 81,818 shares 81,818 $2.47M 0.05% -14,628 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: 6,830 shares; 2024Q4: 7,670 shares; 2025Q1: 7,714 shares; 2025Q2: 8,168 shares; 2025Q3: 8,095 shares; 2025Q4: 8,830 shares; 2026Q1: 8,825 shares 8,825 $2.46M 0.05% -5 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,815 shares; 2024Q4: 27,774 shares; 2025Q1: 28,202 shares; 2025Q2: 30,043 shares; 2025Q3: 30,726 shares; 2025Q4: 23,292 shares; 2026Q1: 21,302 shares 21,302 $2.45M 0.05% -1,990 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: 86,603 shares; 2024Q4: 92,578 shares; 2025Q1: 104,293 shares; 2025Q2: 100,751 shares; 2025Q3: 88,111 shares; 2025Q4: 93,036 shares; 2026Q1: 98,487 shares 98,487 $2.44M 0.05% +5,451 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: 17,909 shares; 2024Q4: 14,509 shares; 2025Q1: 14,544 shares; 2025Q2: 16,590 shares; 2025Q3: 14,684 shares; 2025Q4: 12,182 shares; 2026Q1: 15,626 shares 15,626 $2.43M 0.05% +3,444 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,576 shares; 2025Q3: 36,850 shares; 2025Q4: 47,845 shares; 2026Q1: 51,452 shares 51,452 $2.42M 0.05% +3,607 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,226 shares; 2024Q4: 57,284 shares; 2025Q1: 47,352 shares; 2025Q2: 58,912 shares; 2025Q3: 59,096 shares; 2025Q4: 57,832 shares; 2026Q1: 57,899 shares 57,899 $2.4M 0.05% +67 Timeline SNSR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,976 shares; 2024Q4: 60,900 shares; 2025Q1: 62,281 shares; 2025Q2: 64,266 shares; 2025Q3: 64,272 shares; 2025Q4: 63,998 shares; 2026Q1: 64,265 shares 64,265 $2.4M 0.05% +267 Timeline DCRE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,552 shares; 2024Q4: 30,610 shares; 2025Q1: 42,015 shares; 2025Q2: 40,488 shares; 2025Q3: 40,346 shares; 2025Q4: 43,192 shares; 2026Q1: 46,014 shares 46,014 $2.39M 0.05% +2,822 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,374 shares; 2024Q4: not reported; 2025Q1: 38,023 shares; 2025Q2: 32,159 shares; 2025Q3: 33,087 shares; 2025Q4: 35,741 shares; 2026Q1: 37,304 shares 37,304 $2.39M 0.05% +1,563 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: 20,967 shares; 2024Q4: 20,249 shares; 2025Q1: 22,583 shares; 2025Q2: 16,833 shares; 2025Q3: 16,619 shares; 2025Q4: 16,013 shares; 2026Q1: 25,641 shares 25,641 $2.38M 0.05% +9,628 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: 92,972 shares; 2024Q4: 105,138 shares; 2025Q1: 74,911 shares; 2025Q2: 74,046 shares; 2025Q3: 68,373 shares; 2025Q4: 56,048 shares; 2026Q1: 50,613 shares 50,613 $2.37M 0.05% -5,435 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: 9,389 shares; 2024Q4: 8,810 shares; 2025Q1: 8,434 shares; 2025Q2: 11,036 shares; 2025Q3: 12,199 shares; 2025Q4: 12,863 shares; 2026Q1: 12,700 shares 12,700 $2.37M 0.05% -163 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: 5,758 shares; 2024Q4: 6,017 shares; 2025Q1: 5,986 shares; 2025Q2: 6,106 shares; 2025Q3: 5,831 shares; 2025Q4: 5,711 shares; 2026Q1: 6,068 shares 6,068 $2.37M 0.05% +357 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,931 shares; 2024Q4: 164,749 shares; 2025Q1: 168,179 shares; 2025Q2: 182,430 shares; 2025Q3: 187,916 shares; 2025Q4: 102,704 shares; 2026Q1: 22,007 shares 22,007 $2.37M 0.05% -80,697 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,208 shares; 2024Q4: 37,431 shares; 2025Q1: 32,857 shares; 2025Q2: 32,356 shares; 2025Q3: 30,807 shares; 2025Q4: 29,531 shares; 2026Q1: 25,213 shares 25,213 $2.36M 0.05% -4,318 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: 11,943 shares 11,943 $2.36M 0.05% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,356 shares; 2024Q4: 5,133 shares; 2025Q1: 5,215 shares; 2025Q2: 8,535 shares; 2025Q3: 8,963 shares; 2025Q4: 8,901 shares; 2026Q1: 8,591 shares 8,591 $2.32M 0.05% -310 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: 3,183 shares; 2024Q4: 2,390 shares; 2025Q1: 2,523 shares; 2025Q2: 2,995 shares; 2025Q3: 4,220 shares; 2025Q4: 6,591 shares; 2026Q1: 6,759 shares 6,759 $2.32M 0.05% +168 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,356 shares; 2024Q4: 32,148 shares; 2025Q1: 34,458 shares; 2025Q2: 35,764 shares; 2025Q3: 34,246 shares; 2025Q4: 34,381 shares; 2026Q1: 33,997 shares 33,997 $2.31M 0.04% -384 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,710 shares; 2024Q4: 5,681 shares; 2025Q1: 5,569 shares; 2025Q2: 5,570 shares; 2025Q3: 5,545 shares; 2025Q4: 3,764 shares; 2026Q1: 3,740 shares 3,740 $2.31M 0.04% -24 Timeline QEFA 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: 30,917 shares; 2024Q4: 39,734 shares; 2025Q1: 22,426 shares; 2025Q2: 23,894 shares; 2025Q3: 23,848 shares; 2025Q4: 24,460 shares; 2026Q1: 24,519 shares 24,519 $2.29M 0.04% +59 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,269 shares; 2024Q4: 2,266 shares; 2025Q1: 2,708 shares; 2025Q2: 2,732 shares; 2025Q3: 2,933 shares; 2025Q4: 2,726 shares; 2026Q1: 2,703 shares 2,703 $2.29M 0.04% -23 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: 14,405 shares; 2024Q4: 13,092 shares; 2025Q1: 12,800 shares; 2025Q2: 20,246 shares; 2025Q3: 28,793 shares; 2025Q4: 22,191 shares; 2026Q1: 29,468 shares 29,468 $2.27M 0.04% +7,277 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,270 shares; 2024Q4: 30,325 shares; 2025Q1: 28,605 shares; 2025Q2: 29,428 shares; 2025Q3: 28,149 shares; 2025Q4: 28,174 shares; 2026Q1: 28,175 shares 28,175 $2.26M 0.04% +1 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: 5,277 shares; 2024Q4: 5,531 shares; 2025Q1: 6,977 shares; 2025Q2: 6,768 shares; 2025Q3: 6,844 shares; 2025Q4: 7,354 shares; 2026Q1: 6,618 shares 6,618 $2.24M 0.04% -736 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,284 shares; 2024Q4: 41,511 shares; 2025Q1: 40,781 shares; 2025Q2: 42,108 shares; 2025Q3: 43,113 shares; 2025Q4: 43,503 shares; 2026Q1: 71,965 shares 71,965 $2.22M 0.04% +28,462 Timeline QWLD 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: 15,278 shares; 2024Q4: 15,284 shares; 2025Q1: 12,616 shares; 2025Q2: 12,650 shares; 2025Q3: 12,686 shares; 2025Q4: 15,409 shares; 2026Q1: 15,386 shares 15,386 $2.2M 0.04% -23 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,346 shares; 2024Q4: 24,063 shares; 2025Q1: 22,734 shares; 2025Q2: 22,767 shares; 2025Q3: 22,767 shares; 2025Q4: 22,161 shares; 2026Q1: 22,024 shares 22,024 $2.2M 0.04% -137 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: 19,602 shares; 2024Q4: 21,453 shares; 2025Q1: 20,868 shares; 2025Q2: 21,070 shares; 2025Q3: 20,541 shares; 2025Q4: 20,714 shares; 2026Q1: 19,182 shares 19,182 $2.17M 0.04% -1,532 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,089 shares; 2024Q4: 3,261 shares; 2025Q1: 3,191 shares; 2025Q2: 3,162 shares; 2025Q3: 5,129 shares; 2025Q4: 5,259 shares; 2026Q1: 4,842 shares 4,842 $2.16M 0.04% -417 Timeline VONE 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: 8,609 shares; 2024Q4: 7,560 shares; 2025Q1: 7,655 shares; 2025Q2: 8,105 shares; 2025Q3: 7,593 shares; 2025Q4: 7,556 shares; 2026Q1: 7,258 shares 7,258 $2.14M 0.04% -298 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: 35,021 shares; 2024Q4: 36,483 shares; 2025Q1: 34,044 shares; 2025Q2: 34,538 shares; 2025Q3: 34,691 shares; 2025Q4: 35,407 shares; 2026Q1: 34,164 shares 34,164 $2.14M 0.04% -1,243 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,974 shares; 2024Q4: 81,991 shares; 2025Q1: 80,972 shares; 2025Q2: 108,377 shares; 2025Q3: 101,540 shares; 2025Q4: 81,516 shares; 2026Q1: 73,369 shares 73,369 $2.13M 0.04% -8,147 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,195 shares; 2024Q4: 22,879 shares; 2025Q1: 26,667 shares; 2025Q2: 79,351 shares; 2025Q3: 79,170 shares; 2025Q4: 85,723 shares; 2026Q1: 94,095 shares 94,095 $2.12M 0.04% +8,372 Timeline PWB 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: 3,833 shares; 2025Q2: 17,082 shares; 2025Q3: 17,082 shares; 2025Q4: 17,054 shares; 2026Q1: 16,797 shares 16,797 $2.12M 0.04% -257 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,838 shares; 2024Q4: 20,058 shares; 2025Q1: 20,202 shares; 2025Q2: 16,741 shares; 2025Q3: 7,799 shares; 2025Q4: 7,719 shares; 2026Q1: 7,735 shares 7,735 $2.11M 0.04% +16 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,348 shares; 2024Q4: 10,596 shares; 2025Q1: 10,065 shares; 2025Q2: 10,039 shares; 2025Q3: 10,598 shares; 2025Q4: 14,259 shares; 2026Q1: 15,980 shares 15,980 $2.09M 0.04% +1,721 Timeline METL SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 76,846 shares 76,846 $2.07M 0.04% new 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: 8,587 shares; 2024Q4: 8,381 shares; 2025Q1: 8,907 shares; 2025Q2: 9,091 shares; 2025Q3: 8,645 shares; 2025Q4: 10,861 shares; 2026Q1: 9,768 shares 9,768 $2.06M 0.04% -1,093 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,180 shares; 2024Q4: 12,421 shares; 2025Q1: 12,448 shares; 2025Q2: 12,361 shares; 2025Q3: 15,670 shares; 2025Q4: 15,549 shares; 2026Q1: 13,616 shares 13,616 $2.05M 0.04% -1,933 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,119 shares; 2024Q4: 6,741 shares; 2025Q1: 22,219 shares; 2025Q2: 23,198 shares; 2025Q3: 24,090 shares; 2025Q4: 23,832 shares; 2026Q1: 20,497 shares 20,497 $2.05M 0.04% -3,335 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: 17,899 shares; 2025Q2: 45,665 shares; 2025Q3: 57,133 shares; 2025Q4: 74,408 shares; 2026Q1: 84,757 shares 84,757 $2.05M 0.04% +10,349 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,467 shares; 2024Q4: 3,467 shares; 2025Q1: 3,467 shares; 2025Q2: 4,280 shares; 2025Q3: 4,226 shares; 2025Q4: 4,226 shares; 2026Q1: 5,457 shares 5,457 $2.02M 0.04% +1,231 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,329 shares; 2024Q4: 54,780 shares; 2025Q1: 58,898 shares; 2025Q2: 64,504 shares; 2025Q3: 83,377 shares; 2025Q4: 64,673 shares; 2026Q1: 66,281 shares 66,281 $2.01M 0.04% +1,608 Timeline XBIL 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: 15,892 shares; 2024Q4: 17,135 shares; 2025Q1: 28,662 shares; 2025Q2: 29,089 shares; 2025Q3: 39,952 shares; 2025Q4: 40,704 shares; 2026Q1: 40,104 shares 40,104 $2.01M 0.04% -600 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: 51,476 shares; 2025Q4: 53,968 shares; 2026Q1: 55,626 shares 55,626 $2M 0.04% +1,658 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,203 shares; 2024Q4: 4,549 shares; 2025Q1: 4,758 shares; 2025Q2: 4,862 shares; 2025Q3: 4,733 shares; 2025Q4: 4,848 shares; 2026Q1: 4,784 shares 4,784 $1.99M 0.04% -64 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,589 shares; 2025Q3: 43,163 shares; 2025Q4: 48,039 shares; 2026Q1: 50,044 shares 50,044 $1.98M 0.04% +2,005 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,885 shares; 2024Q4: 4,319 shares; 2025Q1: 25,424 shares; 2025Q2: 24,368 shares; 2025Q3: 28,566 shares; 2025Q4: 29,320 shares; 2026Q1: 33,375 shares 33,375 $1.97M 0.04% +4,055 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: 19,685 shares; 2024Q4: 19,573 shares; 2025Q1: 17,553 shares; 2025Q2: 18,715 shares; 2025Q3: 19,170 shares; 2025Q4: 18,731 shares; 2026Q1: 17,332 shares 17,332 $1.97M 0.04% -1,399 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: 17,937 shares; 2024Q4: 17,124 shares; 2025Q1: 17,667 shares; 2025Q2: 25,431 shares; 2025Q3: 25,248 shares; 2025Q4: 21,582 shares; 2026Q1: 21,294 shares 21,294 $1.96M 0.04% -288 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,293 shares; 2024Q4: 70,822 shares; 2025Q1: 71,260 shares; 2025Q2: 75,343 shares; 2025Q3: 75,967 shares; 2025Q4: 77,306 shares; 2026Q1: 75,128 shares 75,128 $1.96M 0.04% -2,178 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,306 shares; 2024Q4: 6,724 shares; 2025Q1: 6,790 shares; 2025Q2: 6,711 shares; 2025Q3: 6,882 shares; 2025Q4: 7,452 shares; 2026Q1: 10,078 shares 10,078 $1.96M 0.04% +2,626 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: 208,525 shares; 2024Q4: 209,656 shares; 2025Q1: 203,608 shares; 2025Q2: 21,084 shares; 2025Q3: 22,331 shares; 2025Q4: 19,451 shares; 2026Q1: 26,498 shares 26,498 $1.95M 0.04% +7,047 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,396 shares; 2024Q4: 3,376 shares; 2025Q1: 3,675 shares; 2025Q2: 3,728 shares; 2025Q3: 3,771 shares; 2025Q4: 6,383 shares; 2026Q1: 6,470 shares 6,470 $1.93M 0.04% +87 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,990 shares; 2024Q4: 2,005 shares; 2025Q1: 1,876 shares; 2025Q2: 1,868 shares; 2025Q3: 1,860 shares; 2025Q4: 1,873 shares; 2026Q1: 2,227 shares 2,227 $1.93M 0.04% +354 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,144 shares; 2026Q1: 46,766 shares 46,766 $1.9M 0.04% +6,622 Timeline XLEI 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 67,254 shares 67,254 $1.9M 0.04% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,609 shares; 2024Q4: 7,428 shares; 2025Q1: 7,550 shares; 2025Q2: 7,671 shares; 2025Q3: 7,724 shares; 2025Q4: 7,982 shares; 2026Q1: 8,107 shares 8,107 $1.88M 0.04% +125 Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 30,123 shares; 2025Q3: 31,708 shares; 2025Q4: 39,171 shares; 2026Q1: 39,892 shares 39,892 $1.88M 0.04% +721 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: 43,583 shares; 2024Q4: 42,049 shares; 2025Q1: 39,629 shares; 2025Q2: 35,569 shares; 2025Q3: 35,857 shares; 2025Q4: 37,243 shares; 2026Q1: 34,591 shares 34,591 $1.87M 0.04% -2,652 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: 10,570 shares; 2024Q4: 7,080 shares; 2025Q1: 15,108 shares; 2025Q2: 18,711 shares; 2025Q3: 19,342 shares; 2025Q4: 22,319 shares; 2026Q1: 21,263 shares 21,263 $1.84M 0.04% -1,056 Timeline UTWO 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: 26,737 shares; 2024Q4: 28,837 shares; 2025Q1: 32,859 shares; 2025Q2: 35,122 shares; 2025Q3: 38,397 shares; 2025Q4: 36,654 shares; 2026Q1: 38,133 shares 38,133 $1.84M 0.04% +1,479 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: 10,664 shares; 2024Q4: 10,738 shares; 2025Q1: 11,329 shares; 2025Q2: 11,400 shares; 2025Q3: 11,575 shares; 2025Q4: 12,227 shares; 2026Q1: 12,303 shares 12,303 $1.8M 0.03% +76 Timeline ESML 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: 30,494 shares; 2024Q4: 32,642 shares; 2025Q1: 41,164 shares; 2025Q2: 41,322 shares; 2025Q3: 41,742 shares; 2025Q4: 39,678 shares; 2026Q1: 37,795 shares 37,795 $1.78M 0.03% -1,883 Timeline OBIL 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: 10,560 shares; 2024Q4: 47,756 shares; 2025Q1: 66,974 shares; 2025Q2: 58,358 shares; 2025Q3: 33,851 shares; 2025Q4: 34,113 shares; 2026Q1: 35,483 shares 35,483 $1.78M 0.03% +1,370 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,904 shares; 2025Q1: 12,906 shares; 2025Q2: 14,861 shares; 2025Q3: 16,460 shares; 2025Q4: 16,771 shares; 2026Q1: 17,624 shares 17,624 $1.78M 0.03% +853 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,286 shares; 2024Q4: 10,296 shares; 2025Q1: 10,250 shares; 2025Q2: 9,930 shares; 2025Q3: 9,996 shares; 2025Q4: 10,018 shares; 2026Q1: 10,207 shares 10,207 $1.77M 0.03% +189 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,715 shares; 2024Q4: 13,630 shares; 2025Q1: 15,729 shares; 2025Q2: 13,019 shares; 2025Q3: 13,931 shares; 2025Q4: 14,208 shares; 2026Q1: 15,917 shares 15,917 $1.76M 0.03% +1,709 Timeline ILDR 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: 30,720 shares; 2025Q4: 47,645 shares; 2026Q1: 58,641 shares 58,641 $1.75M 0.03% +10,996 Timeline GNR 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: 4,767 shares; 2024Q4: 24,927 shares; 2025Q1: 10,647 shares; 2025Q2: 25,038 shares; 2025Q3: 25,038 shares; 2025Q4: 25,019 shares; 2026Q1: 23,363 shares 23,363 $1.74M 0.03% -1,656 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,068 shares; 2025Q3: 37,486 shares; 2025Q4: 38,444 shares; 2026Q1: 38,654 shares 38,654 $1.73M 0.03% +210 Timeline BOXX 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: 5,192 shares; 2024Q4: 6,618 shares; 2025Q1: 6,027 shares; 2025Q2: 13,577 shares; 2025Q3: 16,354 shares; 2025Q4: 18,931 shares; 2026Q1: 14,841 shares 14,841 $1.73M 0.03% -4,090 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,907 shares; 2024Q4: 4,004 shares; 2025Q1: 5,060 shares; 2025Q2: 5,083 shares; 2025Q3: 4,742 shares; 2025Q4: 4,536 shares; 2026Q1: 3,699 shares 3,699 $1.71M 0.03% -837 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: 12,581 shares; 2024Q4: 22,022 shares; 2025Q1: 22,585 shares; 2025Q2: 21,131 shares; 2025Q3: 22,172 shares; 2025Q4: 24,013 shares; 2026Q1: 108,638 shares 108,638 $1.7M 0.03% +84,625 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,019 shares; 2024Q4: 9,791 shares; 2025Q1: 9,726 shares; 2025Q2: 9,886 shares; 2025Q3: 9,852 shares; 2025Q4: 9,154 shares; 2026Q1: 9,129 shares 9,129 $1.66M 0.03% -25 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 15,923 shares; 2026Q1: 57,617 shares 57,617 $1.66M 0.03% +41,694 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,029 shares; 2026Q1: 48,340 shares 48,340 $1.64M 0.03% +38,311 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,607 shares; 2024Q4: 7,445 shares; 2025Q1: 7,827 shares; 2025Q2: 8,367 shares; 2025Q3: 8,837 shares; 2025Q4: 9,238 shares; 2026Q1: 9,645 shares 9,645 $1.63M 0.03% +407 Timeline DFNM 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: 14,367 shares; 2025Q2: 14,483 shares; 2025Q3: 24,035 shares; 2025Q4: 26,929 shares; 2026Q1: 33,737 shares 33,737 $1.62M 0.03% +6,808 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: 4,216 shares; 2024Q4: 4,347 shares; 2025Q1: 4,231 shares; 2025Q2: 4,705 shares; 2025Q3: 5,106 shares; 2025Q4: 4,776 shares; 2026Q1: 4,657 shares 4,657 $1.59M 0.03% -119 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,711 shares; 2024Q4: 23,236 shares; 2025Q1: 25,184 shares; 2025Q2: 25,546 shares; 2025Q3: 25,998 shares; 2025Q4: 33,138 shares; 2026Q1: 32,341 shares 32,341 $1.59M 0.03% -797 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,771 shares; 2025Q3: 54,461 shares; 2025Q4: 66,670 shares; 2026Q1: 65,851 shares 65,851 $1.58M 0.03% -819 Timeline SMIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,653 shares; 2024Q4: 49,831 shares; 2025Q1: 46,245 shares; 2025Q2: 55,060 shares; 2025Q3: 55,160 shares; 2025Q4: 54,371 shares; 2026Q1: 53,266 shares 53,266 $1.56M 0.03% -1,105 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: 50,230 shares; 2024Q4: 48,898 shares; 2025Q1: 43,516 shares; 2025Q2: 42,823 shares; 2025Q3: 37,403 shares; 2025Q4: 33,208 shares; 2026Q1: 25,962 shares 25,962 $1.56M 0.03% -7,246 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,604 shares; 2024Q4: 4,576 shares; 2025Q1: 4,402 shares; 2025Q2: 5,698 shares; 2025Q3: 5,679 shares; 2025Q4: 6,899 shares; 2026Q1: 7,111 shares 7,111 $1.56M 0.03% +212 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,482 shares; 2024Q4: 68,201 shares; 2025Q1: 67,906 shares; 2025Q2: 13,084 shares; 2025Q3: 15,641 shares; 2025Q4: 15,595 shares; 2026Q1: 30,983 shares 30,983 $1.55M 0.03% +15,388 Timeline ICOW 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: 67,269 shares; 2024Q4: 35,346 shares; 2025Q1: 31,134 shares; 2025Q2: 36,017 shares; 2025Q3: 39,221 shares; 2025Q4: 35,067 shares; 2026Q1: 36,357 shares 36,357 $1.54M 0.03% +1,290 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: 1,454 shares; 2024Q4: 2,297 shares; 2025Q1: 2,253 shares; 2025Q2: 2,333 shares; 2025Q3: 2,379 shares; 2025Q4: 4,660 shares; 2026Q1: 4,850 shares 4,850 $1.54M 0.03% +190 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,208 shares; 2024Q4: 5,072 shares; 2025Q1: 5,239 shares; 2025Q2: 5,456 shares; 2025Q3: 5,486 shares; 2025Q4: 7,459 shares; 2026Q1: 7,373 shares 7,373 $1.53M 0.03% -86 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,778 shares; 2024Q4: 4,214 shares; 2025Q1: 6,318 shares; 2025Q2: 8,916 shares; 2025Q3: 9,164 shares; 2025Q4: 11,039 shares; 2026Q1: 12,405 shares 12,405 $1.53M 0.03% +1,366 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,061 shares; 2024Q4: 10,540 shares; 2025Q1: 10,651 shares; 2025Q2: 8,903 shares; 2025Q3: 8,813 shares; 2025Q4: 8,782 shares; 2026Q1: 8,910 shares 8,910 $1.5M 0.03% +128 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: 19,288 shares; 2024Q4: 33,612 shares; 2025Q1: 38,238 shares; 2025Q2: 33,975 shares; 2025Q3: 47,783 shares; 2025Q4: 46,522 shares; 2026Q1: 18,660 shares 18,660 $1.5M 0.03% -27,862 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: 64,494 shares; 2024Q4: 61,993 shares; 2025Q1: 58,879 shares; 2025Q2: 67,234 shares; 2025Q3: 63,530 shares; 2025Q4: 60,322 shares; 2026Q1: 51,542 shares 51,542 $1.5M 0.03% -8,780 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: 2,920 shares; 2025Q3: 3,124 shares; 2025Q4: 4,807 shares; 2026Q1: 26,536 shares 26,536 $1.5M 0.03% +21,729 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR 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: 11,524 shares; 2025Q3: 12,197 shares; 2025Q4: 14,652 shares; 2026Q1: 14,961 shares 14,961 $1.5M 0.03% +309 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,075 shares; 2024Q4: 2,131 shares; 2025Q1: 2,208 shares; 2025Q2: 2,369 shares; 2025Q3: 2,503 shares; 2025Q4: 2,876 shares; 2026Q1: 3,019 shares 3,019 $1.5M 0.03% +143 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: 18,669 shares; 2024Q4: 14,021 shares; 2025Q1: 28,042 shares; 2025Q2: 13,887 shares; 2025Q3: 14,003 shares; 2025Q4: 19,104 shares; 2026Q1: 20,464 shares 20,464 $1.5M 0.03% +1,360 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,092 shares; 2024Q4: 3,931 shares; 2025Q1: 6,183 shares; 2025Q2: 6,882 shares; 2025Q3: 7,115 shares; 2025Q4: 7,202 shares; 2026Q1: 6,106 shares 6,106 $1.49M 0.03% -1,096 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: 101,257 shares; 2026Q1: 89,758 shares 89,758 $1.49M 0.03% -11,499 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,886 shares; 2024Q4: 4,748 shares; 2025Q1: 3,723 shares; 2025Q2: 4,897 shares; 2025Q3: 2,864 shares; 2025Q4: 2,801 shares; 2026Q1: 3,217 shares 3,217 $1.49M 0.03% +416 Timeline PSCT 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: 28,177 shares; 2024Q4: 24,718 shares; 2025Q1: 15,255 shares; 2025Q2: 23,477 shares; 2025Q3: 21,523 shares; 2025Q4: 20,466 shares; 2026Q1: 24,754 shares 24,754 $1.49M 0.03% +4,288 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: 16,884 shares; 2024Q4: 16,833 shares; 2025Q1: 16,686 shares; 2025Q2: 16,104 shares; 2025Q3: 16,091 shares; 2025Q4: 16,323 shares; 2026Q1: 16,272 shares 16,272 $1.48M 0.03% -51 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,909 shares; 2025Q2: 20,611 shares; 2025Q3: 29,402 shares; 2025Q4: 29,602 shares; 2026Q1: 30,786 shares 30,786 $1.47M 0.03% +1,184 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,142 shares; 2025Q3: 1,207 shares; 2025Q4: 2,874 shares; 2026Q1: 4,097 shares 4,097 $1.47M 0.03% +1,223 Timeline STRK 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: 12,503 shares; 2025Q3: 14,093 shares; 2025Q4: 17,216 shares; 2026Q1: 20,792 shares 20,792 $1.47M 0.03% +3,576 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: 11,848 shares; 2024Q4: 12,159 shares; 2025Q1: 11,904 shares; 2025Q2: 12,816 shares; 2025Q3: 14,415 shares; 2025Q4: 15,397 shares; 2026Q1: 18,368 shares 18,368 $1.46M 0.03% +2,971 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,964 shares; 2024Q4: 16,543 shares; 2025Q1: 12,824 shares; 2025Q2: 12,237 shares; 2025Q3: 12,016 shares; 2025Q4: 11,468 shares; 2026Q1: 9,212 shares 9,212 $1.46M 0.03% -2,256 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,623 shares; 2024Q4: 24,651 shares; 2025Q1: 24,902 shares; 2025Q2: 24,709 shares; 2025Q3: 24,431 shares; 2025Q4: 24,650 shares; 2026Q1: 30,127 shares 30,127 $1.46M 0.03% +5,477 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: 20,017 shares; 2024Q4: 31,656 shares; 2025Q1: 37,062 shares; 2025Q2: 33,835 shares; 2025Q3: 35,591 shares; 2025Q4: 32,873 shares; 2026Q1: 29,391 shares 29,391 $1.45M 0.03% -3,482 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: 5,636 shares; 2024Q4: 11,238 shares; 2025Q1: 12,548 shares; 2025Q2: 12,307 shares; 2025Q3: 13,326 shares; 2025Q4: 13,039 shares; 2026Q1: 12,882 shares 12,882 $1.45M 0.03% -157 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,753 shares; 2024Q4: 14,402 shares; 2025Q1: 8,919 shares; 2025Q2: 18,531 shares; 2025Q3: 22,307 shares; 2025Q4: 22,574 shares; 2026Q1: 18,207 shares 18,207 $1.44M 0.03% -4,367 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,254 shares; 2024Q4: 9,657 shares; 2025Q1: 10,024 shares; 2025Q2: 10,387 shares; 2025Q3: 10,529 shares; 2025Q4: 10,121 shares; 2026Q1: 11,239 shares 11,239 $1.44M 0.03% +1,118 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: 14,492 shares; 2024Q4: 12,915 shares; 2025Q1: 37,353 shares; 2025Q2: 24,385 shares; 2025Q3: 13,029 shares; 2025Q4: 13,041 shares; 2026Q1: 20,157 shares 20,157 $1.43M 0.03% +7,116 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,392 shares; 2024Q4: 4,325 shares; 2025Q1: 4,326 shares; 2025Q2: 4,432 shares; 2025Q3: 4,374 shares; 2025Q4: 4,168 shares; 2026Q1: 3,985 shares 3,985 $1.43M 0.03% -183 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,687 shares; 2024Q4: 7,787 shares; 2025Q1: 7,377 shares; 2025Q2: 7,208 shares; 2025Q3: 7,315 shares; 2025Q4: 7,744 shares; 2026Q1: 7,482 shares 7,482 $1.42M 0.03% -262 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,798 shares; 2024Q4: 4,931 shares; 2025Q1: 4,416 shares; 2025Q2: 4,481 shares; 2025Q3: 4,518 shares; 2025Q4: 4,672 shares; 2026Q1: 4,690 shares 4,690 $1.42M 0.03% +18 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,193 shares; 2024Q4: 32,068 shares; 2025Q1: 34,944 shares; 2025Q2: 33,546 shares; 2025Q3: 27,546 shares; 2025Q4: 27,959 shares; 2026Q1: 30,562 shares 30,562 $1.42M 0.03% +2,603 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,709 shares; 2025Q3: 57,695 shares; 2025Q4: 58,561 shares; 2026Q1: 56,815 shares 56,815 $1.41M 0.03% -1,746 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,406 shares; 2024Q4: 5,789 shares; 2025Q1: 5,771 shares; 2025Q2: 5,807 shares; 2025Q3: 6,922 shares; 2025Q4: 6,297 shares; 2026Q1: 6,169 shares 6,169 $1.39M 0.03% -128 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: 3,019 shares; 2024Q4: 3,678 shares; 2025Q1: 3,555 shares; 2025Q2: 5,007 shares; 2025Q3: 4,741 shares; 2025Q4: 5,560 shares; 2026Q1: 5,705 shares 5,705 $1.38M 0.03% +145 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,962 shares; 2024Q4: 14,498 shares; 2025Q1: 14,494 shares; 2025Q2: 13,828 shares; 2025Q3: 13,903 shares; 2025Q4: 12,480 shares; 2026Q1: 7,272 shares 7,272 $1.38M 0.03% -5,208 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,767 shares; 2024Q4: 17,972 shares; 2025Q1: 17,389 shares; 2025Q2: 19,165 shares; 2025Q3: 25,092 shares; 2025Q4: 26,911 shares; 2026Q1: 17,103 shares 17,103 $1.36M 0.03% -9,808 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,802 shares; 2024Q4: 15,619 shares; 2025Q1: 16,173 shares; 2025Q2: 15,982 shares; 2025Q3: 15,974 shares; 2025Q4: 10,250 shares; 2026Q1: 12,564 shares 12,564 $1.33M 0.03% +2,314 Timeline FMAT 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: 22,002 shares; 2025Q2: 17,886 shares; 2025Q3: 21,445 shares; 2025Q4: 23,355 shares; 2026Q1: 23,075 shares 23,075 $1.33M 0.03% -280 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,191 shares; 2024Q4: 5,106 shares; 2025Q1: 2,438 shares; 2025Q2: 2,250 shares; 2025Q3: 2,346 shares; 2025Q4: 2,407 shares; 2026Q1: 2,706 shares 2,706 $1.33M 0.03% +299 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,401 shares; 2024Q4: 2,411 shares; 2025Q1: 2,426 shares; 2025Q2: 2,416 shares; 2025Q3: 2,431 shares; 2025Q4: 2,435 shares; 2026Q1: 1,823 shares 1,823 $1.33M 0.03% -612 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 201 shares; 2025Q1: 202 shares; 2025Q2: 201 shares; 2025Q3: 201 shares; 2025Q4: 200 shares; 2026Q1: 201 shares 201 $1.32M 0.03% +1 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,043 shares; 2024Q4: 26,927 shares; 2025Q1: 25,134 shares; 2025Q2: 23,834 shares; 2025Q3: 23,703 shares; 2025Q4: 23,703 shares; 2026Q1: 23,703 shares 23,703 $1.32M 0.03% 0 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: 10,014 shares; 2024Q4: 12,051 shares; 2025Q1: 11,402 shares; 2025Q2: 11,833 shares; 2025Q3: 12,227 shares; 2025Q4: 11,357 shares; 2026Q1: 9,942 shares 9,942 $1.31M 0.03% -1,415 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,446 shares; 2024Q4: 12,641 shares; 2025Q1: 11,894 shares; 2025Q2: 11,593 shares; 2025Q3: 12,209 shares; 2025Q4: 12,181 shares; 2026Q1: 11,826 shares 11,826 $1.31M 0.03% -355 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,997 shares; 2024Q4: 107,188 shares; 2025Q1: 123,130 shares; 2025Q2: 122,001 shares; 2025Q3: 121,415 shares; 2025Q4: 112,633 shares; 2026Q1: 119,650 shares 119,650 $1.3M 0.03% +7,017 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,227 shares; 2024Q4: 2,706 shares; 2025Q1: 3,749 shares; 2025Q2: 4,502 shares; 2025Q3: 4,277 shares; 2025Q4: 11,258 shares; 2026Q1: 11,438 shares 11,438 $1.29M 0.03% +180 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: 30,578 shares; 2024Q4: 30,712 shares; 2025Q1: 30,604 shares; 2025Q2: 31,107 shares; 2025Q3: 30,617 shares; 2025Q4: 31,201 shares; 2026Q1: 8,099 shares 8,099 $1.29M 0.03% -23,102 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,657 shares; 2024Q4: 541,438 shares; 2025Q1: 535,683 shares; 2025Q2: 34,507 shares; 2025Q3: 34,703 shares; 2025Q4: 31,633 shares; 2026Q1: 42,050 shares 42,050 $1.28M 0.02% +10,417 Timeline DFGR 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: 12,635 shares; 2024Q4: 16,658 shares; 2025Q1: 67,145 shares; 2025Q2: 68,537 shares; 2025Q3: 75,866 shares; 2025Q4: 78,994 shares; 2026Q1: 48,105 shares 48,105 $1.28M 0.02% -30,889 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,760 shares; 2024Q4: 18,086 shares; 2025Q1: 25,280 shares; 2025Q2: 26,676 shares; 2025Q3: 26,212 shares; 2025Q4: 25,507 shares; 2026Q1: 25,190 shares 25,190 $1.27M 0.02% -317 Timeline EQT EQT CORP More: the full row for EQT 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: 13,246 shares; 2025Q4: 17,758 shares; 2026Q1: 19,970 shares 19,970 $1.27M 0.02% +2,212 Timeline BTGD TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,915 shares; 2025Q3: 25,599 shares; 2025Q4: 28,432 shares; 2026Q1: 46,367 shares 46,367 $1.27M 0.02% +17,935 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,742 shares; 2024Q4: 13,930 shares; 2025Q1: 14,096 shares; 2025Q2: 12,400 shares; 2025Q3: 12,503 shares; 2025Q4: 11,910 shares; 2026Q1: 11,854 shares 11,854 $1.25M 0.02% -56 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,057 shares; 2024Q4: 6,395 shares; 2025Q1: 7,090 shares; 2025Q2: 6,360 shares; 2025Q3: 6,482 shares; 2025Q4: 6,354 shares; 2026Q1: 3,985 shares 3,985 $1.25M 0.02% -2,369 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,470 shares; 2024Q4: 41,172 shares; 2025Q1: 37,746 shares; 2025Q2: 38,194 shares; 2025Q3: 41,306 shares; 2025Q4: 40,262 shares; 2026Q1: 40,263 shares 40,263 $1.24M 0.02% +1 Timeline MOOD EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,659 shares; 2025Q4: 14,558 shares; 2026Q1: 30,207 shares 30,207 $1.24M 0.02% +15,649 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: 5,531 shares; 2024Q4: 6,536 shares; 2025Q1: 5,739 shares; 2025Q2: 6,973 shares; 2025Q3: 6,813 shares; 2025Q4: 6,962 shares; 2026Q1: 6,748 shares 6,748 $1.22M 0.02% -214 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,144 shares; 2026Q1: 49,027 shares 49,027 $1.22M 0.02% +5,883 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,217 shares; 2024Q4: 14,125 shares; 2025Q1: 14,876 shares; 2025Q2: 10,050 shares; 2025Q3: 10,114 shares; 2025Q4: 11,531 shares; 2026Q1: 13,243 shares 13,243 $1.22M 0.02% +1,712 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: 19,028 shares; 2024Q4: 19,038 shares; 2025Q1: 18,794 shares; 2025Q2: 24,318 shares; 2025Q3: 23,713 shares; 2025Q4: 23,456 shares; 2026Q1: 24,369 shares 24,369 $1.21M 0.02% +913 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: 40,055 shares; 2024Q4: 40,325 shares; 2025Q1: 39,634 shares; 2025Q2: 32,057 shares; 2025Q3: 31,174 shares; 2025Q4: 32,417 shares; 2026Q1: 29,374 shares 29,374 $1.21M 0.02% -3,043 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,393 shares; 2024Q4: 8,370 shares; 2025Q1: 7,906 shares; 2025Q2: 8,001 shares; 2025Q3: 7,860 shares; 2025Q4: 7,927 shares; 2026Q1: 8,332 shares 8,332 $1.21M 0.02% +405 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: 8,435 shares; 2024Q4: 15,507 shares; 2025Q1: 15,379 shares; 2025Q2: 16,382 shares; 2025Q3: 16,488 shares; 2025Q4: 12,465 shares; 2026Q1: 19,484 shares 19,484 $1.2M 0.02% +7,019 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,463 shares; 2024Q4: 6,423 shares; 2025Q1: 6,137 shares; 2025Q2: 6,054 shares; 2025Q3: 6,018 shares; 2025Q4: 5,865 shares; 2026Q1: 5,919 shares 5,919 $1.2M 0.02% +54 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,225 shares; 2025Q4: 59,583 shares; 2026Q1: 70,750 shares 70,750 $1.19M 0.02% +11,167 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,090 shares; 2024Q4: 11,444 shares; 2025Q1: 8,902 shares; 2025Q2: 8,326 shares; 2025Q3: 7,023 shares; 2025Q4: 6,974 shares; 2026Q1: 7,108 shares 7,108 $1.18M 0.02% +134 Timeline GWX 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: 56,442 shares; 2024Q4: 57,608 shares; 2025Q1: 56,431 shares; 2025Q2: 61,115 shares; 2025Q3: 58,679 shares; 2025Q4: 51,402 shares; 2026Q1: 27,843 shares 27,843 $1.18M 0.02% -23,559 Timeline XFIV BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,191 shares; 2024Q4: 27,772 shares; 2025Q1: 34,129 shares; 2025Q2: 35,256 shares; 2025Q3: 35,692 shares; 2025Q4: 24,556 shares; 2026Q1: 23,846 shares 23,846 $1.17M 0.02% -710 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: 29,838 shares; 2024Q4: 34,106 shares; 2025Q1: 44,973 shares; 2025Q2: 29,755 shares; 2025Q3: 22,473 shares; 2025Q4: 22,818 shares; 2026Q1: 23,318 shares 23,318 $1.17M 0.02% +500 Timeline EVSM 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: 21,309 shares; 2025Q4: 23,008 shares; 2026Q1: 23,111 shares 23,111 $1.16M 0.02% +103 Timeline XTRE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,034 shares; 2024Q4: 27,373 shares; 2025Q1: 32,798 shares; 2025Q2: 34,009 shares; 2025Q3: 34,625 shares; 2025Q4: 23,994 shares; 2026Q1: 23,254 shares 23,254 $1.15M 0.02% -740 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,421 shares; 2024Q4: 1,283 shares; 2025Q1: 1,319 shares; 2025Q2: 1,279 shares; 2025Q3: 1,341 shares; 2025Q4: 1,668 shares; 2026Q1: 1,681 shares 1,681 $1.15M 0.02% +13 Timeline XSVN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,866 shares; 2024Q4: 29,070 shares; 2025Q1: 35,378 shares; 2025Q2: 36,337 shares; 2025Q3: 36,885 shares; 2025Q4: 24,574 shares; 2026Q1: 23,716 shares 23,716 $1.13M 0.02% -858 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,576 shares; 2024Q4: 11,735 shares; 2025Q1: 8,944 shares; 2025Q2: 9,140 shares; 2025Q3: 9,168 shares; 2025Q4: 12,561 shares; 2026Q1: 12,098 shares 12,098 $1.13M 0.02% -463 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,227 shares; 2024Q4: 4,046 shares; 2025Q1: 4,293 shares; 2025Q2: 4,340 shares; 2025Q3: 5,785 shares; 2025Q4: 5,587 shares; 2026Q1: 5,448 shares 5,448 $1.12M 0.02% -139 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 743 shares; 2024Q4: 780 shares; 2025Q1: 794 shares; 2025Q2: 803 shares; 2025Q3: 821 shares; 2025Q4: 810 shares; 2026Q1: 759 shares 759 $1.12M 0.02% -51 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,154 shares; 2024Q4: 26,939 shares; 2025Q1: 31,887 shares; 2025Q2: 34,012 shares; 2025Q3: 34,736 shares; 2025Q4: 23,210 shares; 2026Q1: 22,504 shares 22,504 $1.11M 0.02% -706 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,622 shares; 2024Q4: 18,225 shares; 2025Q1: 20,066 shares; 2025Q2: 21,069 shares; 2025Q3: 21,186 shares; 2025Q4: 21,176 shares; 2026Q1: 24,038 shares 24,038 $1.11M 0.02% +2,862 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,500 shares; 2024Q4: 13,283 shares; 2025Q1: 14,733 shares; 2025Q2: 14,723 shares; 2025Q3: 14,806 shares; 2025Q4: 12,024 shares; 2026Q1: 10,495 shares 10,495 $1.11M 0.02% -1,529 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: 4,356 shares; 2024Q4: 4,303 shares; 2025Q1: 4,460 shares; 2025Q2: 4,244 shares; 2025Q3: 4,208 shares; 2025Q4: 3,516 shares; 2026Q1: 3,818 shares 3,818 $1.11M 0.02% +302 Timeline SAR SARATOGA INVT CORP More: the full row for SARATOGA INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,934 shares; 2024Q4: 32,845 shares; 2025Q1: 32,886 shares; 2025Q2: 39,926 shares; 2025Q3: 44,680 shares; 2025Q4: 49,471 shares; 2026Q1: 50,573 shares 50,573 $1.11M 0.02% +1,102 Timeline COWG 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: 23,445 shares; 2025Q4: 30,316 shares; 2026Q1: 32,752 shares 32,752 $1.11M 0.02% +2,436 Timeline KGLD KURV ETF TR More: the full row for KURV 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: 33,894 shares 33,894 $1.1M 0.02% new Timeline CMF 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: 19,259 shares; 2024Q4: 19,941 shares; 2025Q1: 19,980 shares; 2025Q2: 22,698 shares; 2025Q3: 18,877 shares; 2025Q4: 18,877 shares; 2026Q1: 19,414 shares 19,414 $1.1M 0.02% +537 Timeline PEO ADAM NAT RES FD INC More: the full row for ADAM NAT RES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,546 shares; 2024Q4: 36,066 shares; 2025Q1: 36,510 shares; 2025Q2: 36,616 shares; 2025Q3: 36,629 shares; 2025Q4: 36,182 shares; 2026Q1: 39,644 shares 39,644 $1.1M 0.02% +3,462 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: 7,296 shares; 2024Q4: 5,571 shares; 2025Q1: 6,359 shares; 2025Q2: 5,892 shares; 2025Q3: 5,408 shares; 2025Q4: 5,561 shares; 2026Q1: 4,523 shares 4,523 $1.1M 0.02% -1,038 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: 2,885 shares; 2024Q4: 2,585 shares; 2025Q1: 2,391 shares; 2025Q2: 4,334 shares; 2025Q3: 4,535 shares; 2025Q4: 5,080 shares; 2026Q1: 5,255 shares 5,255 $1.09M 0.02% +175 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,551 shares; 2024Q4: 13,406 shares; 2025Q1: 13,406 shares; 2025Q2: 13,512 shares; 2025Q3: 13,495 shares; 2025Q4: 15,645 shares; 2026Q1: 12,294 shares 12,294 $1.09M 0.02% -3,351 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,829 shares; 2024Q4: 29,431 shares; 2025Q1: 26,902 shares; 2025Q2: 30,041 shares; 2025Q3: 32,063 shares; 2025Q4: 30,341 shares; 2026Q1: 30,545 shares 30,545 $1.08M 0.02% +204 Timeline PFRL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,201 shares; 2026Q1: 22,208 shares 22,208 $1.08M 0.02% -3,993 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,569 shares; 2024Q4: 10,835 shares; 2025Q1: 11,772 shares; 2025Q2: 11,599 shares; 2025Q3: 11,614 shares; 2025Q4: 9,319 shares; 2026Q1: 9,849 shares 9,849 $1.08M 0.02% +530 Timeline