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: 356,886 shares; 2024Q4: 361,925 shares; 2025Q1: 359,120 shares; 2025Q2: 391,440 shares; 2025Q3: 386,371 shares; 2025Q4: 382,164 shares; 2026Q1: 422,306 shares 422,306 $107M 5.98% +40,142 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: 5,086 shares; 2024Q4: 5,492 shares; 2025Q1: 9,215 shares; 2025Q2: 10,363 shares; 2025Q3: 39,849 shares; 2025Q4: 68,939 shares; 2026Q1: 125,181 shares 125,181 $81.8M 4.56% +56,242 Timeline BFLB 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: not reported; 2025Q4: 1,032,349 shares; 2026Q1: 1,046,101 shares 1,046,101 $52.1M 2.9% +13,752 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: 114,454 shares; 2024Q4: 120,032 shares; 2025Q1: 146,241 shares; 2025Q2: 171,307 shares; 2025Q3: 183,158 shares; 2025Q4: 176,127 shares; 2026Q1: 156,274 shares 156,274 $50.1M 2.8% -19,853 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: 91,563 shares; 2024Q4: 82,042 shares; 2025Q1: 110,091 shares; 2025Q2: 179,124 shares; 2025Q3: 156,090 shares; 2025Q4: 206,761 shares; 2026Q1: 275,706 shares 275,706 $48.1M 2.68% +68,945 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: 281,596 shares; 2024Q4: 306,901 shares; 2025Q1: 261,501 shares; 2025Q2: 268,726 shares; 2025Q3: 325,206 shares; 2025Q4: 380,128 shares; 2026Q1: 531,492 shares 531,492 $37.1M 2.07% +151,364 Timeline EPS 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: 28,537 shares; 2025Q3: 149,980 shares; 2025Q4: 233,293 shares; 2026Q1: 459,137 shares 459,137 $31.3M 1.74% +225,844 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: 24,529 shares; 2024Q4: 24,572 shares; 2025Q1: 27,337 shares; 2025Q2: 42,056 shares; 2025Q3: 34,249 shares; 2025Q4: 62,813 shares; 2026Q1: 81,091 shares 81,091 $30M 1.67% +18,278 Timeline JIRE 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: 33,652 shares; 2025Q3: 154,755 shares; 2025Q4: 206,140 shares; 2026Q1: 364,349 shares 364,349 $27.6M 1.54% +158,209 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: 20,057 shares; 2024Q4: 20,768 shares; 2025Q1: 20,774 shares; 2025Q2: 26,652 shares; 2025Q3: 26,695 shares; 2025Q4: 65,593 shares; 2026Q1: 92,913 shares 92,913 $26.7M 1.49% +27,320 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,666 shares; 2024Q4: 103,866 shares; 2025Q1: 108,031 shares; 2025Q2: 122,705 shares; 2025Q3: 115,019 shares; 2025Q4: 91,253 shares; 2026Q1: 89,805 shares 89,805 $25.8M 1.44% -1,448 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: 498,096 shares; 2024Q4: 1,108,046 shares; 2025Q1: 984,903 shares; 2025Q2: 989,497 shares; 2025Q3: 1,023,727 shares; 2025Q4: 1,037,777 shares; 2026Q1: 1,019,447 shares 1,019,447 $25.2M 1.41% -18,330 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: 53,092 shares; 2024Q4: 54,492 shares; 2025Q1: 53,531 shares; 2025Q2: 58,632 shares; 2025Q3: 60,563 shares; 2025Q4: 52,171 shares; 2026Q1: 51,873 shares 51,873 $24.9M 1.39% -298 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: 667,526 shares; 2024Q4: 749,693 shares; 2025Q1: 770,717 shares; 2025Q2: 812,905 shares; 2025Q3: 857,845 shares; 2025Q4: 917,996 shares; 2026Q1: 948,018 shares 948,018 $24.3M 1.35% +30,022 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,196 shares; 2024Q4: 22,826 shares; 2025Q1: 21,539 shares; 2025Q2: 22,939 shares; 2025Q3: 22,992 shares; 2025Q4: 30,868 shares; 2026Q1: 41,954 shares 41,954 $24M 1.34% +11,086 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,463 shares; 2025Q3: 124,843 shares; 2025Q4: 178,725 shares; 2026Q1: 325,895 shares 325,895 $23.4M 1.3% +147,170 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,763 shares; 2025Q1: 4,661 shares; 2025Q2: 4,473 shares; 2025Q3: 64,115 shares; 2025Q4: 104,491 shares; 2026Q1: 231,674 shares 231,674 $23M 1.28% +127,183 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,099 shares; 2025Q3: 126,286 shares; 2025Q4: 172,944 shares; 2026Q1: 338,342 shares 338,342 $22.1M 1.23% +165,398 Timeline AGGY 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: 68,292 shares; 2024Q4: 65,792 shares; 2025Q1: 62,642 shares; 2025Q2: 62,237 shares; 2025Q3: 63,664 shares; 2025Q4: 240,318 shares; 2026Q1: 507,625 shares 507,625 $22.1M 1.23% +267,307 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: 81,544 shares; 2024Q4: 84,997 shares; 2025Q1: 83,643 shares; 2025Q2: 108,201 shares; 2025Q3: 95,197 shares; 2025Q4: 99,316 shares; 2026Q1: 102,859 shares 102,859 $21.7M 1.21% +3,543 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,621 shares; 2025Q3: 91,740 shares; 2025Q4: 152,376 shares; 2026Q1: 243,522 shares 243,522 $20.6M 1.15% +91,146 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: 46,840 shares; 2025Q3: 158,892 shares; 2025Q4: 181,089 shares; 2026Q1: 406,896 shares 406,896 $19.2M 1.07% +225,807 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: 208,937 shares; 2024Q4: 190,253 shares; 2025Q1: 174,729 shares; 2025Q2: 197,518 shares; 2025Q3: 193,887 shares; 2025Q4: 146,303 shares; 2026Q1: 147,746 shares 147,746 $18.4M 1.02% +1,443 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: 15,888 shares; 2024Q4: 14,935 shares; 2025Q1: 22,236 shares; 2025Q2: 33,996 shares; 2025Q3: 34,782 shares; 2025Q4: 97,326 shares; 2026Q1: 105,133 shares 105,133 $17.8M 0.99% +7,807 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,260 shares; 2025Q3: 60,985 shares; 2025Q4: 106,690 shares; 2026Q1: 191,382 shares 191,382 $17.3M 0.97% +84,692 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,602 shares; 2024Q4: 110,669 shares; 2025Q1: 112,783 shares; 2025Q2: 181,867 shares; 2025Q3: 223,528 shares; 2025Q4: 229,978 shares; 2026Q1: 212,186 shares 212,186 $17.1M 0.95% -17,792 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: 68,071 shares; 2024Q4: 65,711 shares; 2025Q1: 67,386 shares; 2025Q2: 82,352 shares; 2025Q3: 81,638 shares; 2025Q4: 68,761 shares; 2026Q1: 80,859 shares 80,859 $16.8M 0.94% +12,098 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: 78,423 shares; 2024Q4: 76,218 shares; 2025Q1: 81,610 shares; 2025Q2: 96,934 shares; 2025Q3: 95,126 shares; 2025Q4: 86,332 shares; 2026Q1: 78,379 shares 78,379 $16.2M 0.9% -7,953 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 314,049 shares 314,049 $16.1M 0.9% new Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,123 shares; 2024Q4: 37,667 shares; 2025Q1: 38,303 shares; 2025Q2: 38,957 shares; 2025Q3: 37,070 shares; 2025Q4: 26,751 shares; 2026Q1: 21,242 shares 21,242 $15.5M 0.86% -5,509 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: 61,691 shares; 2024Q4: 56,950 shares; 2025Q1: 58,311 shares; 2025Q2: 70,070 shares; 2025Q3: 69,166 shares; 2025Q4: 54,215 shares; 2026Q1: 59,970 shares 59,970 $14.7M 0.82% +5,755 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 258,407 shares; 2026Q1: 718,613 shares 718,613 $14.6M 0.82% +460,206 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 116,419 shares; 2026Q1: 286,783 shares 286,783 $14.2M 0.79% +170,364 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: 17,862 shares; 2024Q4: 17,033 shares; 2025Q1: 16,846 shares; 2025Q2: 19,746 shares; 2025Q3: 18,148 shares; 2025Q4: 14,474 shares; 2026Q1: 13,835 shares 13,835 $13.8M 0.77% -639 Timeline JMEE 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: 11,876 shares; 2025Q3: 65,926 shares; 2025Q4: 104,671 shares; 2026Q1: 197,056 shares 197,056 $13.2M 0.73% +92,385 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,235 shares; 2024Q4: 215,990 shares; 2025Q1: 147,064 shares; 2025Q2: 208,109 shares; 2025Q3: 231,545 shares; 2025Q4: 211,500 shares; 2026Q1: 201,764 shares 201,764 $12.9M 0.72% -9,736 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: 376,855 shares; 2024Q4: 423,365 shares; 2025Q1: 428,388 shares; 2025Q2: 650,529 shares; 2025Q3: 649,043 shares; 2025Q4: 557,443 shares; 2026Q1: 378,290 shares 378,290 $12.8M 0.71% -179,153 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: 35,810 shares; 2024Q4: 36,851 shares; 2025Q1: 45,614 shares; 2025Q2: 45,065 shares; 2025Q3: 39,651 shares; 2025Q4: 39,861 shares; 2026Q1: 109,680 shares 109,680 $12.8M 0.71% +69,819 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: 269,628 shares; 2024Q4: 317,471 shares; 2025Q1: 296,559 shares; 2025Q2: 339,572 shares; 2025Q3: 285,278 shares; 2025Q4: 255,592 shares; 2026Q1: 179,952 shares 179,952 $12.6M 0.7% -75,640 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: 72,171 shares; 2024Q4: 72,329 shares; 2025Q1: 70,834 shares; 2025Q2: 77,803 shares; 2025Q3: 73,927 shares; 2025Q4: 57,860 shares; 2026Q1: 55,150 shares 55,150 $12M 0.67% -2,710 Timeline HEQT 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: 363,611 shares; 2024Q4: 599,917 shares; 2025Q1: 462,710 shares; 2025Q2: 658,530 shares; 2025Q3: 653,927 shares; 2025Q4: 558,393 shares; 2026Q1: 371,916 shares 371,916 $11.7M 0.65% -186,477 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 263,019 shares; 2024Q4: 259,493 shares; 2025Q1: 258,292 shares; 2025Q2: 312,471 shares; 2025Q3: 323,776 shares; 2025Q4: 282,187 shares; 2026Q1: 200,819 shares 200,819 $10.6M 0.59% -81,368 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,946 shares; 2025Q2: not reported; 2025Q3: 312,310 shares; 2025Q4: 302,987 shares; 2026Q1: 114,666 shares 114,666 $10.5M 0.59% -188,321 Timeline QHY 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: 56,584 shares; 2026Q1: 229,310 shares 229,310 $10.4M 0.58% +172,726 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: 16,290 shares; 2024Q4: 8,934 shares; 2025Q1: 13,055 shares; 2025Q2: 16,757 shares; 2025Q3: 12,718 shares; 2025Q4: 22,463 shares; 2026Q1: 33,588 shares 33,588 $10.4M 0.58% +11,125 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,392 shares; 2024Q4: 24,440 shares; 2025Q1: 24,485 shares; 2025Q2: 24,542 shares; 2025Q3: 24,602 shares; 2025Q4: 24,551 shares; 2026Q1: 24,641 shares 24,641 $9.85M 0.55% +90 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: 2,000 shares; 2024Q4: 1,909 shares; 2025Q1: 2,109 shares; 2025Q2: 3,325 shares; 2025Q3: 2,050 shares; 2025Q4: 5,955 shares; 2026Q1: 10,667 shares 10,667 $9.81M 0.55% +4,712 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68,093 shares; 2025Q4: 94,882 shares; 2026Q1: 197,158 shares 197,158 $9.79M 0.55% +102,276 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: 6,141 shares; 2024Q4: 6,100 shares; 2025Q1: 6,100 shares; 2025Q2: 5,992 shares; 2025Q3: 5,463 shares; 2025Q4: 9,921 shares; 2026Q1: 13,770 shares 13,770 $9.76M 0.54% +3,849 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,539 shares; 2024Q4: 148,114 shares; 2025Q1: 146,626 shares; 2025Q2: 215,979 shares; 2025Q3: 216,405 shares; 2025Q4: 185,142 shares; 2026Q1: 133,010 shares 133,010 $9.36M 0.52% -52,132 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: not reported; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 13 shares 13 $9.34M 0.52% 0 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: 29,321 shares; 2024Q4: 30,027 shares; 2025Q1: 32,444 shares; 2025Q2: 37,597 shares; 2025Q3: 36,118 shares; 2025Q4: 38,360 shares; 2026Q1: 30,167 shares 30,167 $8.87M 0.49% -8,193 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: 9,606 shares; 2024Q4: 8,969 shares; 2025Q1: 8,697 shares; 2025Q2: 13,664 shares; 2025Q3: 13,185 shares; 2025Q4: 17,008 shares; 2026Q1: 23,499 shares 23,499 $8.74M 0.49% +6,491 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: 18,827 shares; 2024Q4: 19,076 shares; 2025Q1: 19,148 shares; 2025Q2: 21,714 shares; 2025Q3: 20,922 shares; 2025Q4: 15,804 shares; 2026Q1: 17,067 shares 17,067 $8.53M 0.48% +1,263 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,574 shares; 2026Q1: 42,648 shares 42,648 $8.18M 0.46% +41,074 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: 3,231 shares; 2024Q4: 5,024 shares; 2025Q1: 5,877 shares; 2025Q2: 10,025 shares; 2025Q3: 9,539 shares; 2025Q4: 12,062 shares; 2026Q1: 12,421 shares 12,421 $8.08M 0.45% +359 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: 40,405 shares 40,405 $7.97M 0.44% new Timeline IGRO 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: 92,213 shares; 2024Q4: 98,451 shares; 2025Q1: 104,677 shares; 2025Q2: 163,807 shares; 2025Q3: 177,874 shares; 2025Q4: 167,647 shares; 2026Q1: 93,611 shares 93,611 $7.84M 0.44% -74,036 Timeline WTPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 88,324 shares; 2026Q1: 244,805 shares 244,805 $7.81M 0.44% +156,481 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: 14,601 shares; 2024Q4: 35,805 shares; 2025Q1: 38,710 shares; 2025Q2: 38,184 shares; 2025Q3: 31,780 shares; 2025Q4: 37,550 shares; 2026Q1: 50,852 shares 50,852 $7.44M 0.41% +13,302 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: 216,273 shares; 2024Q4: 214,075 shares; 2025Q1: 210,890 shares; 2025Q2: 236,417 shares; 2025Q3: 231,082 shares; 2025Q4: 162,497 shares; 2026Q1: 147,635 shares 147,635 $7.41M 0.41% -14,862 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: 108,604 shares; 2024Q4: 120,542 shares; 2025Q1: 127,870 shares; 2025Q2: 201,721 shares; 2025Q3: 223,075 shares; 2025Q4: 208,408 shares; 2026Q1: 116,749 shares 116,749 $7.3M 0.41% -91,659 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: 16,416 shares; 2024Q4: 7,466 shares; 2025Q1: 4,748 shares; 2025Q2: 10,514 shares; 2025Q3: 10,285 shares; 2025Q4: 62,225 shares; 2026Q1: 94,425 shares 94,425 $7.18M 0.4% +32,200 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: 2,038 shares; 2024Q4: 1,701 shares; 2025Q1: 1,124 shares; 2025Q2: 4,275 shares; 2025Q3: 4,491 shares; 2025Q4: 13,697 shares; 2026Q1: 22,964 shares 22,964 $6.94M 0.39% +9,267 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: 83,455 shares; 2024Q4: 91,142 shares; 2025Q1: 95,125 shares; 2025Q2: 97,246 shares; 2025Q3: 102,371 shares; 2025Q4: 107,275 shares; 2026Q1: 112,706 shares 112,706 $6.74M 0.38% +5,431 Timeline STXV EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 189,820 shares 189,820 $6.67M 0.37% new Timeline STXG 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: not reported; 2025Q4: not reported; 2026Q1: 140,954 shares 140,954 $6.61M 0.37% new Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,133 shares; 2025Q3: 3,294 shares; 2025Q4: 13,463 shares; 2026Q1: 19,909 shares 19,909 $6.55M 0.37% +6,446 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,212 shares; 2026Q1: 18,927 shares 18,927 $6.47M 0.36% +14,715 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: not reported; 2024Q4: 58,968 shares; 2025Q1: 58,365 shares; 2025Q2: 250,064 shares; 2025Q3: 246,825 shares; 2025Q4: 244,761 shares; 2026Q1: 246,185 shares 246,185 $6.31M 0.35% +1,424 Timeline EMLC 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: 90,924 shares; 2026Q1: 244,517 shares 244,517 $6.14M 0.34% +153,593 Timeline HYIN 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: 137,363 shares; 2026Q1: 424,306 shares 424,306 $6.12M 0.34% +286,943 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: 1,638 shares; 2024Q4: 6,242 shares; 2025Q1: 10,706 shares; 2025Q2: 13,340 shares; 2025Q3: 8,845 shares; 2025Q4: 28,173 shares; 2026Q1: 40,857 shares 40,857 $6.01M 0.34% +12,684 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: 15,474 shares; 2024Q4: 15,687 shares; 2025Q1: 18,143 shares; 2025Q2: 20,272 shares; 2025Q3: 20,774 shares; 2025Q4: 13,247 shares; 2026Q1: 9,922 shares 9,922 $6M 0.33% -3,325 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,855 shares; 2024Q4: 60,018 shares; 2025Q1: 60,210 shares; 2025Q2: 68,834 shares; 2025Q3: 67,062 shares; 2025Q4: 42,753 shares; 2026Q1: 34,999 shares 34,999 $5.92M 0.33% -7,754 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: 941 shares; 2024Q4: 1,250 shares; 2025Q1: 930 shares; 2025Q2: 1,147 shares; 2025Q3: 757 shares; 2025Q4: 14,207 shares; 2026Q1: 21,798 shares 21,798 $5.9M 0.33% +7,591 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: 38,955 shares; 2024Q4: 33,658 shares; 2025Q1: 35,828 shares; 2025Q2: 40,307 shares; 2025Q3: 38,131 shares; 2025Q4: 23,253 shares; 2026Q1: 16,530 shares 16,530 $5.82M 0.32% -6,723 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: 47,356 shares; 2024Q4: 47,744 shares; 2025Q1: 48,555 shares; 2025Q2: 76,864 shares; 2025Q3: 79,290 shares; 2025Q4: 77,620 shares; 2026Q1: 58,630 shares 58,630 $5.74M 0.32% -18,990 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: 58,152 shares; 2024Q4: 61,401 shares; 2025Q1: 64,562 shares; 2025Q2: 97,525 shares; 2025Q3: 101,042 shares; 2025Q4: 96,964 shares; 2026Q1: 55,504 shares 55,504 $5.37M 0.3% -41,460 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,829 shares; 2025Q4: 32,777 shares; 2026Q1: 95,696 shares 95,696 $5.31M 0.3% +62,919 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: 77,903 shares; 2024Q4: 73,072 shares; 2025Q1: 76,604 shares; 2025Q2: 87,112 shares; 2025Q3: 84,999 shares; 2025Q4: 45,373 shares; 2026Q1: 33,195 shares 33,195 $5.15M 0.29% -12,178 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: 18,322 shares; 2024Q4: 57,678 shares; 2025Q1: 246,801 shares; 2025Q2: 263,090 shares; 2025Q3: 155,354 shares; 2025Q4: 141,645 shares; 2026Q1: 167,669 shares 167,669 $5.14M 0.29% +26,024 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: 46,098 shares; 2024Q4: 43,831 shares; 2025Q1: 41,526 shares; 2025Q2: 43,691 shares; 2025Q3: 41,246 shares; 2025Q4: 26,190 shares; 2026Q1: 20,733 shares 20,733 $5.03M 0.28% -5,457 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: 3,603 shares; 2024Q4: 3,598 shares; 2025Q1: 3,630 shares; 2025Q2: 5,084 shares; 2025Q3: 4,354 shares; 2025Q4: 11,450 shares; 2026Q1: 15,821 shares 15,821 $4.92M 0.27% +4,371 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: 70,644 shares; 2024Q4: 71,955 shares; 2025Q1: 70,470 shares; 2025Q2: 96,443 shares; 2025Q3: 91,586 shares; 2025Q4: 54,702 shares; 2026Q1: 37,504 shares 37,504 $4.91M 0.27% -17,198 Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 219,687 shares; 2024Q4: 234,644 shares; 2025Q1: 247,815 shares; 2025Q2: 383,944 shares; 2025Q3: 410,259 shares; 2025Q4: 345,756 shares; 2026Q1: 184,469 shares 184,469 $4.91M 0.27% -161,287 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 118,252 shares; 2025Q4: 142,478 shares; 2026Q1: 48,670 shares 48,670 $4.89M 0.27% -93,808 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: 1,829 shares; 2024Q4: 1,773 shares; 2025Q1: 1,748 shares; 2025Q2: 1,846 shares; 2025Q3: 1,818 shares; 2025Q4: 26,915 shares; 2026Q1: 49,229 shares 49,229 $4.73M 0.26% +22,314 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,256 shares; 2024Q4: 121,447 shares; 2025Q1: 125,983 shares; 2025Q2: 142,009 shares; 2025Q3: 135,713 shares; 2025Q4: 76,306 shares; 2026Q1: 51,102 shares 51,102 $4.72M 0.26% -25,204 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: 844 shares; 2024Q4: 850 shares; 2025Q1: 843 shares; 2025Q2: 983 shares; 2025Q3: 3,838 shares; 2025Q4: 5,303 shares; 2026Q1: 5,251 shares 5,251 $4.58M 0.26% -52 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: 1,711 shares; 2024Q4: 1,983 shares; 2025Q1: 1,986 shares; 2025Q2: 9,843 shares; 2025Q3: 8,918 shares; 2025Q4: 21,450 shares; 2026Q1: 31,707 shares 31,707 $4.58M 0.26% +10,257 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: 63,187 shares; 2024Q4: 65,243 shares; 2025Q1: 65,682 shares; 2025Q2: 71,477 shares; 2025Q3: 71,772 shares; 2025Q4: 71,916 shares; 2026Q1: 100,947 shares 100,947 $4.45M 0.25% +29,031 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,658 shares; 2025Q3: 52,627 shares; 2025Q4: 52,488 shares; 2026Q1: 51,942 shares 51,942 $4.3M 0.24% -546 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,929 shares; 2024Q4: 41,872 shares; 2025Q1: 41,163 shares; 2025Q2: 46,444 shares; 2025Q3: 43,635 shares; 2025Q4: 25,919 shares; 2026Q1: 17,184 shares 17,184 $4.28M 0.24% -8,735 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: 2,443 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,893 shares; 2025Q3: 14,074 shares; 2025Q4: 23,003 shares; 2026Q1: 34,993 shares 34,993 $4.21M 0.23% +11,990 Timeline FLBL 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: 572,399 shares; 2024Q4: 577,532 shares; 2025Q1: 590,708 shares; 2025Q2: 735,647 shares; 2025Q3: 750,272 shares; 2025Q4: 476,378 shares; 2026Q1: 181,598 shares 181,598 $4.18M 0.23% -294,780 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,509 shares; 2026Q1: 12,361 shares 12,361 $4.18M 0.23% +7,852 Timeline TDV 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: 55,591 shares; 2024Q4: 61,057 shares; 2025Q1: 64,170 shares; 2025Q2: 99,544 shares; 2025Q3: 105,200 shares; 2025Q4: 89,880 shares; 2026Q1: 48,091 shares 48,091 $4.07M 0.23% -41,789 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: 101,127 shares; 2024Q4: 110,169 shares; 2025Q1: 115,947 shares; 2025Q2: 181,869 shares; 2025Q3: 188,055 shares; 2025Q4: 179,722 shares; 2026Q1: 95,846 shares 95,846 $4.07M 0.23% -83,876 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: 51,708 shares; 2024Q4: 49,447 shares; 2025Q1: 48,506 shares; 2025Q2: 53,328 shares; 2025Q3: 48,901 shares; 2025Q4: 27,125 shares; 2026Q1: 20,764 shares 20,764 $4.03M 0.22% -6,361 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,858 shares; 2025Q3: 1,870 shares; 2025Q4: 12,689 shares; 2026Q1: 18,628 shares 18,628 $3.91M 0.22% +5,939 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,131 shares; 2024Q4: 121,308 shares; 2025Q1: 116,837 shares; 2025Q2: 129,189 shares; 2025Q3: 121,859 shares; 2025Q4: 68,928 shares; 2026Q1: 45,623 shares 45,623 $3.86M 0.22% -23,305 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,581 shares; 2024Q4: 45,454 shares; 2025Q1: 50,326 shares; 2025Q2: 68,565 shares; 2025Q3: 67,499 shares; 2025Q4: 33,041 shares; 2026Q1: 20,974 shares 20,974 $3.77M 0.21% -12,067 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: 130,041 shares; 2024Q4: 129,541 shares; 2025Q1: 138,934 shares; 2025Q2: 149,322 shares; 2025Q3: 147,244 shares; 2025Q4: 93,047 shares; 2026Q1: 60,936 shares 60,936 $3.73M 0.21% -32,111 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: 21,617 shares; 2024Q4: 17,584 shares; 2025Q1: 19,401 shares; 2025Q2: 29,875 shares; 2025Q3: 30,059 shares; 2025Q4: 28,578 shares; 2026Q1: 32,642 shares 32,642 $3.69M 0.21% +4,064 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,609 shares; 2024Q4: 311,043 shares; 2025Q1: 170,386 shares; 2025Q2: 149,494 shares; 2025Q3: 98,417 shares; 2025Q4: 96,422 shares; 2026Q1: 80,756 shares 80,756 $3.68M 0.2% -15,666 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,971 shares; 2024Q4: 10,053 shares; 2025Q1: 11,519 shares; 2025Q2: 193,885 shares; 2025Q3: 189,304 shares; 2025Q4: 89,278 shares; 2026Q1: 57,318 shares 57,318 $3.67M 0.2% -31,960 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,153 shares; 2024Q4: 3,289 shares; 2025Q1: 3,298 shares; 2025Q2: 26,103 shares; 2025Q3: 25,768 shares; 2025Q4: 25,754 shares; 2026Q1: 25,775 shares 25,775 $3.65M 0.2% +21 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 85,958 shares 85,958 $3.61M 0.2% new Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS 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: 80,982 shares; 2026Q1: 255,488 shares 255,488 $3.57M 0.2% +174,506 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: 4,678 shares; 2024Q4: 4,494 shares; 2025Q1: 4,184 shares; 2025Q2: 6,482 shares; 2025Q3: 6,611 shares; 2025Q4: 23,713 shares; 2026Q1: 34,098 shares 34,098 $3.5M 0.2% +10,385 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,727 shares; 2024Q4: 56,489 shares; 2025Q1: 55,160 shares; 2025Q2: 63,071 shares; 2025Q3: 61,989 shares; 2025Q4: 40,142 shares; 2026Q1: 25,464 shares 25,464 $3.49M 0.19% -14,678 Timeline GXPC GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 126,631 shares 126,631 $3.49M 0.19% new 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: 3,970 shares; 2024Q4: 4,211 shares; 2025Q1: 6,427 shares; 2025Q2: 16,275 shares; 2025Q3: 15,503 shares; 2025Q4: 9,177 shares; 2026Q1: 7,070 shares 7,070 $3.48M 0.19% -2,107 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,432 shares; 2025Q1: 14,288 shares; 2025Q2: 14,210 shares; 2025Q3: 56,075 shares; 2025Q4: 72,953 shares; 2026Q1: 95,314 shares 95,314 $3.45M 0.19% +22,361 Timeline TRUT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 140,954 shares 140,954 $3.37M 0.19% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,555 shares; 2025Q4: 26,650 shares; 2026Q1: 26,250 shares 26,250 $3.22M 0.18% -400 Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 370,905 shares; 2024Q4: 368,738 shares; 2025Q1: 389,228 shares; 2025Q2: 444,784 shares; 2025Q3: 467,547 shares; 2025Q4: 373,532 shares; 2026Q1: 123,803 shares 123,803 $3.16M 0.18% -249,729 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: 1,492 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,776 shares; 2025Q3: 1,404 shares; 2025Q4: 6,157 shares; 2026Q1: 15,476 shares 15,476 $3.15M 0.18% +9,319 Timeline STXK 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: not reported; 2025Q4: not reported; 2026Q1: 92,929 shares 92,929 $3.1M 0.17% new 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: 26,213 shares; 2024Q4: 22,623 shares; 2025Q1: 28,621 shares; 2025Q2: 35,705 shares; 2025Q3: 34,277 shares; 2025Q4: 25,141 shares; 2026Q1: 26,370 shares 26,370 $3.03M 0.17% +1,229 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,290 shares; 2024Q4: 29,323 shares; 2025Q1: 24,209 shares; 2025Q2: 24,846 shares; 2025Q3: 22,346 shares; 2025Q4: 22,635 shares; 2026Q1: 31,839 shares 31,839 $2.98M 0.17% +9,204 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: 70,949 shares; 2024Q4: 67,231 shares; 2025Q1: 70,662 shares; 2025Q2: 80,575 shares; 2025Q3: 78,488 shares; 2025Q4: 43,227 shares; 2026Q1: 27,991 shares 27,991 $2.96M 0.17% -15,236 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: 11,009 shares; 2024Q4: 10,393 shares; 2025Q1: 10,969 shares; 2025Q2: 12,599 shares; 2025Q3: 11,783 shares; 2025Q4: 11,438 shares; 2026Q1: 12,053 shares 12,053 $2.92M 0.16% +615 Timeline FLTR 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: 343,670 shares; 2024Q4: 336,208 shares; 2025Q1: 345,316 shares; 2025Q2: 404,710 shares; 2025Q3: 419,917 shares; 2025Q4: 331,628 shares; 2026Q1: 114,484 shares 114,484 $2.92M 0.16% -217,144 Timeline VOYG VOYAGER TECHNOLOGIES INC More: the full row for VOYAGER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 114,208 shares; 2026Q1: 124,278 shares 124,278 $2.91M 0.16% +10,070 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,341 shares; 2025Q1: 9,920 shares; 2025Q2: 12,012 shares; 2025Q3: 12,302 shares; 2025Q4: 63,357 shares; 2026Q1: 98,373 shares 98,373 $2.85M 0.16% +35,016 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,106 shares; 2025Q3: 3,238 shares; 2025Q4: 13,494 shares; 2026Q1: 19,692 shares 19,692 $2.74M 0.15% +6,198 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,413 shares; 2024Q4: 3,488 shares; 2025Q1: 3,389 shares; 2025Q2: 5,094 shares; 2025Q3: 5,364 shares; 2025Q4: 19,033 shares; 2026Q1: 28,843 shares 28,843 $2.71M 0.15% +9,810 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: 35,266 shares; 2024Q4: 11,868 shares; 2025Q1: 11,942 shares; 2025Q2: 13,356 shares; 2025Q3: 13,603 shares; 2025Q4: 39,491 shares; 2026Q1: 55,346 shares 55,346 $2.7M 0.15% +15,855 Timeline SEMI COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,021 shares; 2024Q4: 131,811 shares; 2025Q1: 131,463 shares; 2025Q2: 186,644 shares; 2025Q3: 183,253 shares; 2025Q4: 166,748 shares; 2026Q1: 91,734 shares 91,734 $2.65M 0.15% -75,014 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 120,832 shares; 2026Q1: 142,850 shares 142,850 $2.63M 0.15% +22,018 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,713 shares; 2024Q4: 83,149 shares; 2025Q1: 80,841 shares; 2025Q2: 82,942 shares; 2025Q3: 80,029 shares; 2025Q4: 43,586 shares; 2026Q1: 26,349 shares 26,349 $2.62M 0.15% -17,237 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,278 shares 12,278 $2.55M 0.14% new Timeline HIGH 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: 542,236 shares; 2024Q4: 498,091 shares; 2025Q1: 486,242 shares; 2025Q2: 556,049 shares; 2025Q3: 559,666 shares; 2025Q4: 353,781 shares; 2026Q1: 119,357 shares 119,357 $2.55M 0.14% -234,424 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,832 shares; 2024Q4: 35,639 shares; 2025Q1: 34,740 shares; 2025Q2: 39,468 shares; 2025Q3: 38,116 shares; 2025Q4: 20,195 shares; 2026Q1: 12,070 shares 12,070 $2.52M 0.14% -8,125 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,335 shares; 2025Q3: 64,102 shares; 2025Q4: 63,557 shares; 2026Q1: 63,181 shares 63,181 $2.51M 0.14% -376 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: 30,117 shares; 2024Q4: 29,397 shares; 2025Q1: 28,722 shares; 2025Q2: 32,349 shares; 2025Q3: 31,467 shares; 2025Q4: 13,529 shares; 2026Q1: 8,461 shares 8,461 $2.46M 0.14% -5,068 Timeline PJAN 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: 27,667 shares; 2024Q4: 41,984 shares; 2025Q1: 43,728 shares; 2025Q2: 43,978 shares; 2025Q3: 43,967 shares; 2025Q4: 53,447 shares; 2026Q1: 53,137 shares 53,137 $2.45M 0.14% -310 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: 6,873 shares; 2024Q4: 8,115 shares; 2025Q1: 8,424 shares; 2025Q2: 8,724 shares; 2025Q3: 9,197 shares; 2025Q4: 9,568 shares; 2026Q1: 12,917 shares 12,917 $2.45M 0.14% +3,349 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,149 shares; 2025Q3: 1,016 shares; 2025Q4: 4,690 shares; 2026Q1: 8,611 shares 8,611 $2.44M 0.14% +3,921 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,569 shares 52,569 $2.43M 0.14% new Timeline STXT 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: not reported; 2025Q4: not reported; 2026Q1: 118,825 shares 118,825 $2.37M 0.13% new 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: 11,150 shares; 2024Q4: 6,630 shares; 2025Q1: 7,016 shares; 2025Q2: 6,881 shares; 2025Q3: 6,875 shares; 2025Q4: 2,679 shares; 2026Q1: 4,014 shares 4,014 $2.32M 0.13% +1,335 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,489 shares; 2025Q3: 2,496 shares; 2025Q4: 7,199 shares; 2026Q1: 37,730 shares 37,730 $2.31M 0.13% +30,531 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: 1,983 shares; 2024Q4: 1,545 shares; 2025Q1: 1,745 shares; 2025Q2: 1,876 shares; 2025Q3: 1,876 shares; 2025Q4: 3,593 shares; 2026Q1: 4,908 shares 4,908 $2.26M 0.13% +1,315 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,568 shares; 2025Q3: 38,568 shares; 2025Q4: 40,953 shares; 2026Q1: 41,067 shares 41,067 $2.24M 0.12% +114 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: 8,124 shares; 2024Q4: 9,156 shares; 2025Q1: 8,634 shares; 2025Q2: 8,523 shares; 2025Q3: 8,622 shares; 2025Q4: 8,332 shares; 2026Q1: 9,217 shares 9,217 $2.18M 0.12% +885 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,205 shares; 2025Q3: 2,455 shares; 2025Q4: 2,213 shares; 2026Q1: 3,528 shares 3,528 $2.11M 0.12% +1,315 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: 52,658 shares; 2024Q4: 51,905 shares; 2025Q1: 44,225 shares; 2025Q2: 42,562 shares; 2025Q3: 40,843 shares; 2025Q4: 39,372 shares; 2026Q1: 38,649 shares 38,649 $2.09M 0.12% -723 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,777 shares; 2026Q1: 6,896 shares 6,896 $2.09M 0.12% +3,119 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: 9,066 shares; 2024Q4: 30,504 shares; 2025Q1: 26,553 shares; 2025Q2: 26,962 shares; 2025Q3: 27,187 shares; 2025Q4: 25,319 shares; 2026Q1: 25,824 shares 25,824 $2.04M 0.11% +505 Timeline UDEC 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: 248,790 shares; 2025Q2: 305,957 shares; 2025Q3: 326,162 shares; 2025Q4: 61,160 shares; 2026Q1: 52,061 shares 52,061 $2.02M 0.11% -9,099 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: 5,680 shares; 2024Q4: 5,897 shares; 2025Q1: 5,680 shares; 2025Q2: 5,713 shares; 2025Q3: 5,770 shares; 2025Q4: 8,383 shares; 2026Q1: 35,596 shares 35,596 $2.01M 0.11% +27,213 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,639 shares; 2025Q4: 28,723 shares; 2026Q1: 43,523 shares 43,523 $2.01M 0.11% +14,800 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: 1,660 shares; 2024Q4: 2,898 shares; 2025Q1: 3,318 shares; 2025Q2: 3,412 shares; 2025Q3: 3,801 shares; 2025Q4: 10,642 shares; 2026Q1: 15,057 shares 15,057 $2M 0.11% +4,415 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,827 shares; 2024Q4: 18,097 shares; 2025Q1: 20,269 shares; 2025Q2: 23,314 shares; 2025Q3: 18,596 shares; 2025Q4: 10,877 shares; 2026Q1: 7,046 shares 7,046 $2M 0.11% -3,831 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: 1,138 shares; 2024Q4: 903 shares; 2025Q1: 888 shares; 2025Q2: 4,883 shares; 2025Q3: 4,845 shares; 2025Q4: 4,585 shares; 2026Q1: 4,646 shares 4,646 $2M 0.11% +61 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,445 shares; 2025Q2: 10,701 shares; 2025Q3: 9,760 shares; 2025Q4: 10,450 shares; 2026Q1: 11,897 shares 11,897 $1.95M 0.11% +1,447 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: 6,478 shares; 2024Q4: 6,747 shares; 2025Q1: 6,833 shares; 2025Q2: 8,308 shares; 2025Q3: 8,254 shares; 2025Q4: 8,374 shares; 2026Q1: 7,697 shares 7,697 $1.93M 0.11% -677 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: 39,983 shares; 2024Q4: 39,360 shares; 2025Q1: 33,706 shares; 2025Q2: 33,499 shares; 2025Q3: 32,911 shares; 2025Q4: 34,506 shares; 2026Q1: 38,200 shares 38,200 $1.9M 0.11% +3,694 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: 75,136 shares; 2024Q4: 65,820 shares; 2025Q1: 65,868 shares; 2025Q2: 66,093 shares; 2025Q3: 66,636 shares; 2025Q4: 65,772 shares; 2026Q1: 66,894 shares 66,894 $1.88M 0.1% +1,122 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,502 shares; 2025Q3: 10,502 shares; 2025Q4: 10,156 shares; 2026Q1: 9,564 shares 9,564 $1.83M 0.1% -592 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: 4,435 shares; 2024Q4: 24,092 shares; 2025Q1: 20,874 shares; 2025Q2: 25,229 shares; 2025Q3: 23,198 shares; 2025Q4: 22,411 shares; 2026Q1: 20,514 shares 20,514 $1.78M 0.1% -1,897 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,324 shares; 2024Q4: 98,527 shares; 2025Q1: 92,991 shares; 2025Q2: 100,908 shares; 2025Q3: 99,139 shares; 2025Q4: 46,600 shares; 2026Q1: 27,151 shares 27,151 $1.77M 0.1% -19,449 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,112 shares; 2025Q1: 1,124 shares; 2025Q2: 1,413 shares; 2025Q3: 1,384 shares; 2025Q4: 2,438 shares; 2026Q1: 4,524 shares 4,524 $1.77M 0.1% +2,086 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,651 shares; 2025Q1: 5,252 shares; 2025Q2: 38,140 shares; 2025Q3: 18,304 shares; 2025Q4: 16,846 shares; 2026Q1: 15,808 shares 15,808 $1.76M 0.1% -1,038 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,254 shares; 2024Q4: 6,881 shares; 2025Q1: 16,393 shares; 2025Q2: 18,366 shares; 2025Q3: 18,446 shares; 2025Q4: 23,709 shares; 2026Q1: 24,406 shares 24,406 $1.76M 0.1% +697 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,507 shares; 2024Q4: 32,178 shares; 2025Q1: 32,523 shares; 2025Q2: 32,387 shares; 2025Q3: 32,144 shares; 2025Q4: 29,311 shares; 2026Q1: 33,079 shares 33,079 $1.75M 0.1% +3,768 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: 5,532 shares; 2024Q4: 8,729 shares; 2025Q1: 12,548 shares; 2025Q2: 14,592 shares; 2025Q3: 19,821 shares; 2025Q4: 27,379 shares; 2026Q1: 29,223 shares 29,223 $1.73M 0.1% +1,844 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,459 shares; 2025Q1: 36,282 shares; 2025Q2: 36,087 shares; 2025Q3: 26,320 shares; 2025Q4: 25,922 shares; 2026Q1: 24,241 shares 24,241 $1.71M 0.1% -1,681 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: 20,317 shares; 2024Q4: 22,728 shares; 2025Q1: 23,291 shares; 2025Q2: 29,924 shares; 2025Q3: 27,864 shares; 2025Q4: 24,824 shares; 2026Q1: 19,319 shares 19,319 $1.7M 0.09% -5,505 Timeline CATX PERSPECTIVE THERAPEUTICS INC More: the full row for PERSPECTIVE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 339,292 shares; 2024Q4: 401,049 shares; 2025Q1: 401,049 shares; 2025Q2: 401,049 shares; 2025Q3: 404,071 shares; 2025Q4: 404,071 shares; 2026Q1: 404,071 shares 404,071 $1.68M 0.09% 0 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: 9,770 shares; 2025Q2: 9,825 shares; 2025Q3: not reported; 2025Q4: 4,478 shares; 2026Q1: 7,696 shares 7,696 $1.64M 0.09% +3,218 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,805 shares 3,805 $1.62M 0.09% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,160 shares; 2024Q4: 30,157 shares; 2025Q1: 35,281 shares; 2025Q2: 36,927 shares; 2025Q3: 34,946 shares; 2025Q4: 16,515 shares; 2026Q1: 10,793 shares 10,793 $1.62M 0.09% -5,722 Timeline GAUG 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: 241,119 shares; 2025Q3: 297,962 shares; 2025Q4: 45,407 shares; 2026Q1: 40,862 shares 40,862 $1.58M 0.09% -4,545 Timeline UMAR 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: 234,182 shares; 2025Q3: 292,553 shares; 2025Q4: 43,978 shares; 2026Q1: 39,578 shares 39,578 $1.57M 0.09% -4,400 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,268 shares; 2025Q4: 4,645 shares; 2026Q1: 19,722 shares 19,722 $1.52M 0.08% +15,077 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,959 shares; 2024Q4: 8,946 shares; 2025Q1: 8,246 shares; 2025Q2: 10,297 shares; 2025Q3: 10,006 shares; 2025Q4: 5,928 shares; 2026Q1: 3,570 shares 3,570 $1.52M 0.08% -2,358 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,072 shares; 2024Q4: 32,093 shares; 2025Q1: 30,135 shares; 2025Q2: 30,324 shares; 2025Q3: 28,834 shares; 2025Q4: 29,189 shares; 2026Q1: 29,851 shares 29,851 $1.52M 0.08% +662 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,494 shares; 2024Q4: 9,494 shares; 2025Q1: 9,494 shares; 2025Q2: 9,314 shares; 2025Q3: 9,394 shares; 2025Q4: 16,230 shares; 2026Q1: 9,594 shares 9,594 $1.47M 0.08% -6,636 Timeline BDEC 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: 236,144 shares; 2025Q4: 32,035 shares; 2026Q1: 29,508 shares 29,508 $1.42M 0.08% -2,527 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,510 shares; 2024Q4: 15,557 shares; 2025Q1: 15,247 shares; 2025Q2: 15,296 shares; 2025Q3: 15,344 shares; 2025Q4: 14,752 shares; 2026Q1: 14,793 shares 14,793 $1.38M 0.08% +41 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,249 shares; 2024Q4: 1,790 shares; 2025Q1: 1,847 shares; 2025Q2: 3,946 shares; 2025Q3: 3,920 shares; 2025Q4: 3,794 shares; 2026Q1: 4,057 shares 4,057 $1.37M 0.08% +263 Timeline DLN 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: 3,735 shares; 2025Q4: 7,465 shares; 2026Q1: 15,092 shares 15,092 $1.35M 0.08% +7,627 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: 5,528 shares; 2024Q4: 6,416 shares; 2025Q1: 9,476 shares; 2025Q2: 11,392 shares; 2025Q3: 12,216 shares; 2025Q4: 8,136 shares; 2026Q1: 5,502 shares 5,502 $1.34M 0.07% -2,634 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 145,934 shares; 2025Q3: 13,937 shares; 2025Q4: 13,384 shares; 2026Q1: 17,357 shares 17,357 $1.33M 0.07% +3,973 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 475 shares; 2026Q1: 897 shares 897 $1.32M 0.07% +422 Timeline DECT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 257,352 shares; 2025Q2: 37,626 shares; 2025Q3: 325,660 shares; 2025Q4: 42,453 shares; 2026Q1: 36,927 shares 36,927 $1.31M 0.07% -5,526 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,174 shares; 2025Q3: 25,609 shares; 2025Q4: 24,619 shares; 2026Q1: 23,049 shares 23,049 $1.31M 0.07% -1,570 Timeline PJUL 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: 23,581 shares; 2026Q1: 28,294 shares 28,294 $1.3M 0.07% +4,713 Timeline ACEI 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: 55,668 shares 55,668 $1.29M 0.07% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,461 shares; 2024Q4: 70,428 shares; 2025Q1: 77,992 shares; 2025Q2: 93,525 shares; 2025Q3: 91,483 shares; 2025Q4: 41,253 shares; 2026Q1: 24,140 shares 24,140 $1.28M 0.07% -17,113 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,613 shares; 2026Q1: 32,867 shares 32,867 $1.26M 0.07% +4,254 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,125 shares; 2025Q3: 2,125 shares; 2025Q4: 2,088 shares; 2026Q1: 3,525 shares 3,525 $1.26M 0.07% +1,437 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,884 shares; 2025Q3: 4,160 shares; 2025Q4: 4,007 shares; 2026Q1: 3,825 shares 3,825 $1.22M 0.07% -182 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: 8,573 shares; 2024Q4: 8,527 shares; 2025Q1: 8,036 shares; 2025Q2: 7,064 shares; 2025Q3: 2,009 shares; 2025Q4: not reported; 2026Q1: 11,366 shares 11,366 $1.2M 0.07% new Timeline ACII 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: 47,355 shares 47,355 $1.19M 0.07% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,277 shares; 2025Q3: 19,009 shares; 2025Q4: 18,198 shares; 2026Q1: 15,211 shares 15,211 $1.13M 0.06% -2,987 Timeline SGVT 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: 71,131 shares; 2026Q1: 11,167 shares 11,167 $1.12M 0.06% -59,964 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,815 shares; 2024Q4: 18,265 shares; 2025Q1: 22,930 shares; 2025Q2: 23,256 shares; 2025Q3: 23,069 shares; 2025Q4: 23,070 shares; 2026Q1: 23,372 shares 23,372 $1.11M 0.06% +302 Timeline STXE 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: not reported; 2025Q4: not reported; 2026Q1: 28,368 shares 28,368 $1.11M 0.06% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,077 shares; 2025Q1: 1,089 shares; 2025Q2: 1,209 shares; 2025Q3: 1,214 shares; 2025Q4: 1,304 shares; 2026Q1: 2,532 shares 2,532 $1.11M 0.06% +1,228 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,124 shares 14,124 $1.1M 0.06% new Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 78,444 shares 78,444 $1.1M 0.06% new Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,539 shares 4,539 $1.1M 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,474 shares 9,474 $1.09M 0.06% new Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,362 shares; 2024Q4: 24,546 shares; 2025Q1: 23,026 shares; 2025Q2: 29,156 shares; 2025Q3: 28,365 shares; 2025Q4: 16,089 shares; 2026Q1: 12,242 shares 12,242 $1.08M 0.06% -3,847 Timeline PAPR 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: 27,007 shares; 2026Q1: 27,080 shares 27,080 $1.08M 0.06% +73 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,113 shares; 2025Q3: 6,515 shares; 2025Q4: 6,383 shares; 2026Q1: 5,824 shares 5,824 $1.06M 0.06% -559 Timeline POCT 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: 23,409 shares; 2026Q1: 24,474 shares 24,474 $1.06M 0.06% +1,065 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,193 shares; 2025Q4: 11,440 shares; 2026Q1: 21,000 shares 21,000 $1.05M 0.06% +9,560 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,337 shares; 2025Q1: 13,242 shares; 2025Q2: 12,720 shares; 2025Q3: 12,415 shares; 2025Q4: 12,216 shares; 2026Q1: 17,266 shares 17,266 $1.02M 0.06% +5,050 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: 687 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,548 shares; 2026Q1: 6,341 shares 6,341 $1.02M 0.06% +2,793 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,113 shares 6,113 $1.01M 0.06% new Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,367 shares 16,367 $1.01M 0.06% new 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: 21,613 shares; 2024Q4: 12,995 shares; 2025Q1: 23,077 shares; 2025Q2: 20,533 shares; 2025Q3: 9,956 shares; 2025Q4: 9,869 shares; 2026Q1: 4,045 shares 4,045 $1M 0.06% -5,824 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: 1,385 shares; 2024Q4: 1,385 shares; 2025Q1: 1,389 shares; 2025Q2: 1,428 shares; 2025Q3: 1,431 shares; 2025Q4: 2,229 shares; 2026Q1: 3,302 shares 3,302 $987K 0.06% +1,073 Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,374 shares 10,374 $975K 0.05% new 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: 3,671 shares; 2024Q4: 3,250 shares; 2025Q1: 3,519 shares; 2025Q2: 9,396 shares; 2025Q3: 10,098 shares; 2025Q4: 7,121 shares; 2026Q1: 5,840 shares 5,840 $966K 0.05% -1,281 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: 22,871 shares; 2024Q4: 7,785 shares; 2025Q1: 7,601 shares; 2025Q2: 7,696 shares; 2025Q3: 4,654 shares; 2025Q4: 4,651 shares; 2026Q1: 7,517 shares 7,517 $963K 0.05% +2,866 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,682 shares; 2026Q1: 7,604 shares 7,604 $961K 0.05% +2,922 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 236,764 shares; 2025Q3: 25,102 shares; 2025Q4: 23,642 shares; 2026Q1: 20,666 shares 20,666 $955K 0.05% -2,976 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,482 shares; 2025Q1: 4,482 shares; 2025Q2: 5,984 shares; 2025Q3: 5,974 shares; 2025Q4: 5,749 shares; 2026Q1: 6,633 shares 6,633 $945K 0.05% +884 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,209 shares; 2024Q4: 12,912 shares; 2025Q1: 13,323 shares; 2025Q2: 19,021 shares; 2025Q3: 18,783 shares; 2025Q4: 12,173 shares; 2026Q1: 10,548 shares 10,548 $911K 0.05% -1,625 Timeline JHID JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,345 shares; 2024Q4: 42,508 shares; 2025Q1: 46,842 shares; 2025Q2: 64,661 shares; 2025Q3: 68,283 shares; 2025Q4: 36,260 shares; 2026Q1: 22,437 shares 22,437 $909K 0.05% -13,823 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,968 shares 5,968 $903K 0.05% new 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: 9,034 shares; 2024Q4: 10,606 shares; 2025Q1: 10,650 shares; 2025Q2: 11,639 shares; 2025Q3: 11,528 shares; 2025Q4: 11,349 shares; 2026Q1: 11,321 shares 11,321 $901K 0.05% -28 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,206 shares; 2024Q4: 29,395 shares; 2025Q1: 36,976 shares; 2025Q2: 44,918 shares; 2025Q3: 44,274 shares; 2025Q4: 21,576 shares; 2026Q1: 13,614 shares 13,614 $898K 0.05% -7,962 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,019 shares; 2026Q1: 19,980 shares 19,980 $879K 0.05% +961 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,090 shares; 2025Q3: 4,773 shares; 2025Q4: 4,703 shares; 2026Q1: 9,195 shares 9,195 $853K 0.05% +4,492 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 414 shares; 2024Q4: 460 shares; 2025Q1: 585 shares; 2025Q2: 565 shares; 2025Q3: 597 shares; 2025Q4: 468 shares; 2026Q1: 443 shares 443 $848K 0.05% -25 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: 1,759 shares; 2024Q4: 1,759 shares; 2025Q1: 1,769 shares; 2025Q2: 2,426 shares; 2025Q3: 2,436 shares; 2025Q4: 2,454 shares; 2026Q1: 4,299 shares 4,299 $844K 0.05% +1,845 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,531 shares; 2025Q2: 1,395 shares; 2025Q3: 2,277 shares; 2025Q4: 2,165 shares; 2026Q1: 1,186 shares 1,186 $809K 0.05% -979 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: 4,265 shares; 2024Q4: 19,454 shares; 2025Q1: 7,300 shares; 2025Q2: 5,130 shares; 2025Q3: 4,743 shares; 2025Q4: 4,649 shares; 2026Q1: 3,737 shares 3,737 $804K 0.04% -912 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: 8,746 shares; 2024Q4: 9,911 shares; 2025Q1: 9,378 shares; 2025Q2: 11,558 shares; 2025Q3: 10,829 shares; 2025Q4: 8,600 shares; 2026Q1: 11,777 shares 11,777 $800K 0.04% +3,177 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,537 shares; 2025Q3: 12,417 shares; 2025Q4: 12,191 shares; 2026Q1: 11,769 shares 11,769 $800K 0.04% -422 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,562 shares; 2024Q4: 26,330 shares; 2025Q1: 15,994 shares; 2025Q2: 16,404 shares; 2025Q3: 14,959 shares; 2025Q4: 14,895 shares; 2026Q1: 38,426 shares 38,426 $798K 0.04% +23,531 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,539 shares 2,539 $797K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,885 shares 12,885 $775K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,799 shares; 2025Q3: 18,123 shares; 2025Q4: 18,318 shares; 2026Q1: 14,807 shares 14,807 $772K 0.04% -3,511 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,971 shares; 2025Q3: 4,003 shares; 2025Q4: 4,551 shares; 2026Q1: 11,405 shares 11,405 $770K 0.04% +6,854 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: not reported; 2024Q4: 27,661 shares; 2025Q1: 27,427 shares; 2025Q2: 26,796 shares; 2025Q3: 26,041 shares; 2025Q4: 26,080 shares; 2026Q1: 25,898 shares 25,898 $753K 0.04% -182 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,383 shares 2,383 $749K 0.04% new Timeline GMUB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,330 shares; 2025Q4: 7,317 shares; 2026Q1: 14,452 shares 14,452 $736K 0.04% +7,135 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,726 shares 11,726 $735K 0.04% new Timeline SQQQ 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: 4,050 shares; 2026Q1: 9,050 shares 9,050 $728K 0.04% +5,000 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,414 shares 6,414 $719K 0.04% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,490 shares; 2025Q4: 2,054 shares; 2026Q1: 4,473 shares 4,473 $714K 0.04% +2,419 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 99,595 shares; 2025Q3: 15,625 shares; 2025Q4: 14,718 shares; 2026Q1: 12,197 shares 12,197 $710K 0.04% -2,521 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 86,673 shares; 2026Q1: 56,706 shares 56,706 $709K 0.04% -29,967 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,132 shares 14,132 $704K 0.04% new Timeline ZLAB ZAI LAB LTD More: the full row for ZAI LAB LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,393 shares; 2024Q4: 39,393 shares; 2025Q1: 39,393 shares; 2025Q2: 36,761 shares; 2025Q3: 36,761 shares; 2025Q4: 36,761 shares; 2026Q1: 36,761 shares 36,761 $691K 0.04% 0 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: 3,151 shares; 2024Q4: 5,110 shares; 2025Q1: 5,081 shares; 2025Q2: 4,941 shares; 2025Q3: 5,012 shares; 2025Q4: 4,983 shares; 2026Q1: 5,234 shares 5,234 $685K 0.04% +251 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,984 shares; 2024Q4: 5,884 shares; 2025Q1: 5,821 shares; 2025Q2: 7,104 shares; 2025Q3: 6,845 shares; 2025Q4: 3,687 shares; 2026Q1: 1,936 shares 1,936 $685K 0.04% -1,751 Timeline BKE BUCKLE INC More: the full row for BUCKLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,761 shares; 2024Q4: 11,447 shares; 2025Q1: 11,448 shares; 2025Q2: 14,073 shares; 2025Q3: 13,450 shares; 2025Q4: 13,451 shares; 2026Q1: 13,452 shares 13,452 $677K 0.04% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,223 shares 3,223 $671K 0.04% new 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: 4,800 shares; 2024Q4: 4,847 shares; 2025Q1: 4,800 shares; 2025Q2: 4,924 shares; 2025Q3: 4,935 shares; 2025Q4: 4,945 shares; 2026Q1: 5,089 shares 5,089 $667K 0.04% +144 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,612 shares; 2026Q1: 8,412 shares 8,412 $665K 0.04% +3,800 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,338 shares 13,338 $660K 0.04% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,381 shares; 2026Q1: 10,219 shares 10,219 $655K 0.04% +5,838 Timeline SUSL 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: 6,480 shares; 2025Q3: 6,387 shares; 2025Q4: 6,281 shares; 2026Q1: 5,759 shares 5,759 $654K 0.04% -522 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,959 shares 5,959 $652K 0.04% new Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,819 shares; 2026Q1: 12,344 shares 12,344 $649K 0.04% +7,525 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,983 shares; 2025Q1: 4,907 shares; 2025Q2: 4,845 shares; 2025Q3: 5,355 shares; 2025Q4: 5,316 shares; 2026Q1: 5,316 shares 5,316 $648K 0.04% 0 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: 841 shares; 2024Q4: 1,156 shares; 2025Q1: 1,157 shares; 2025Q2: 1,056 shares; 2025Q3: 1,058 shares; 2025Q4: 1,149 shares; 2026Q1: 1,149 shares 1,149 $647K 0.04% 0 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: 3,694 shares; 2024Q4: 2,883 shares; 2025Q1: 2,794 shares; 2025Q2: 3,407 shares; 2025Q3: not reported; 2025Q4: 3,196 shares; 2026Q1: 3,250 shares 3,250 $647K 0.04% +54 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,417 shares 14,417 $643K 0.04% new Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,573 shares; 2025Q3: 25,282 shares; 2025Q4: 5,443 shares; 2026Q1: 5,443 shares 5,443 $638K 0.04% 0 Timeline SCUS SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,262 shares 25,262 $637K 0.04% new 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: 6,420 shares; 2024Q4: 6,535 shares; 2025Q1: 6,835 shares; 2025Q2: 11,002 shares; 2025Q3: 7,976 shares; 2025Q4: 10,118 shares; 2026Q1: 10,495 shares 10,495 $637K 0.04% +377 Timeline XSOE 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: 9,802 shares; 2024Q4: 13,143 shares; 2025Q1: 10,588 shares; 2025Q2: 74,634 shares; 2025Q3: 20,705 shares; 2025Q4: 17,929 shares; 2026Q1: 15,688 shares 15,688 $629K 0.04% -2,241 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,604 shares 2,604 $619K 0.03% new Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,601 shares; 2026Q1: 8,458 shares 8,458 $618K 0.03% +2,857 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,776 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,783 shares; 2025Q3: 16,934 shares; 2025Q4: 13,783 shares; 2026Q1: 13,783 shares 13,783 $615K 0.03% 0 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: 18,462 shares; 2024Q4: 20,866 shares; 2025Q1: 22,761 shares; 2025Q2: 32,461 shares; 2025Q3: 32,884 shares; 2025Q4: 18,332 shares; 2026Q1: 10,843 shares 10,843 $615K 0.03% -7,489 Timeline DNL 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: 22,668 shares; 2024Q4: 23,955 shares; 2025Q1: 25,093 shares; 2025Q2: 37,159 shares; 2025Q3: 36,929 shares; 2025Q4: 23,689 shares; 2026Q1: 15,049 shares 15,049 $608K 0.03% -8,640 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,842 shares 2,842 $607K 0.03% new 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: 26,051 shares; 2024Q4: 25,198 shares; 2025Q1: 23,970 shares; 2025Q2: 24,277 shares; 2025Q3: 24,036 shares; 2025Q4: 24,043 shares; 2026Q1: 23,864 shares 23,864 $600K 0.03% -179 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,732 shares 5,732 $593K 0.03% new Timeline XHLF 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: 19,893 shares; 2024Q4: 14,690 shares; 2025Q1: 14,643 shares; 2025Q2: 12,716 shares; 2025Q3: 12,723 shares; 2025Q4: 11,990 shares; 2026Q1: 11,530 shares 11,530 $580K 0.03% -460 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: 3,212 shares; 2024Q4: 2,840 shares; 2025Q1: 2,702 shares; 2025Q2: 232 shares; 2025Q3: 275 shares; 2025Q4: 4,534 shares; 2026Q1: 5,495 shares 5,495 $575K 0.03% +961 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,900 shares; 2024Q4: 6,900 shares; 2025Q1: 7,000 shares; 2025Q2: 7,075 shares; 2025Q3: not reported; 2025Q4: 7,009 shares; 2026Q1: 7,109 shares 7,109 $569K 0.03% +100 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,819 shares; 2026Q1: 3,444 shares 3,444 $563K 0.03% +625 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,939 shares; 2025Q1: 18,805 shares; 2025Q2: 18,436 shares; 2025Q3: 17,232 shares; 2025Q4: 16,845 shares; 2026Q1: 16,845 shares 16,845 $555K 0.03% 0 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,872 shares; 2024Q4: 4,872 shares; 2025Q1: 4,865 shares; 2025Q2: 4,904 shares; 2025Q3: 4,904 shares; 2025Q4: 4,904 shares; 2026Q1: 5,156 shares 5,156 $554K 0.03% +252 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,113 shares; 2026Q1: 17,177 shares 17,177 $544K 0.03% +9,064 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,371 shares 6,371 $542K 0.03% new 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: 2,225 shares; 2024Q4: 2,026 shares; 2025Q1: 1,927 shares; 2025Q2: 3,448 shares; 2025Q3: 2,605 shares; 2025Q4: 2,360 shares; 2026Q1: 2,394 shares 2,394 $541K 0.03% +34 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: 548 shares; 2024Q4: 880 shares; 2025Q1: 874 shares; 2025Q2: 1,599 shares; 2025Q3: 1,660 shares; 2025Q4: 1,664 shares; 2026Q1: 1,142 shares 1,142 $529K 0.03% -522 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,199 shares; 2025Q3: 7,974 shares; 2025Q4: 7,729 shares; 2026Q1: 6,583 shares 6,583 $518K 0.03% -1,146 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,775 shares 3,775 $512K 0.03% new Timeline DJD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 76,268 shares; 2025Q1: 19,589 shares; 2025Q2: 16,227 shares; 2025Q3: 15,417 shares; 2025Q4: 14,039 shares; 2026Q1: 8,570 shares 8,570 $512K 0.03% -5,469 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,246 shares; 2024Q4: 4,336 shares; 2025Q1: 4,579 shares; 2025Q2: 4,609 shares; 2025Q3: 4,654 shares; 2025Q4: 4,325 shares; 2026Q1: 8,874 shares 8,874 $512K 0.03% +4,549 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,971 shares; 2024Q4: 27,353 shares; 2025Q1: 25,422 shares; 2025Q2: 34,809 shares; 2025Q3: 23,176 shares; 2025Q4: 22,749 shares; 2026Q1: 21,726 shares 21,726 $507K 0.03% -1,023 Timeline MRCP PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 28,516 shares; 2025Q3: 29,313 shares; 2025Q4: 18,236 shares; 2026Q1: 15,981 shares 15,981 $506K 0.03% -2,255 Timeline BJAN 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: 16,146 shares; 2025Q4: 9,586 shares; 2026Q1: 9,457 shares 9,457 $504K 0.03% -129 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: 6,922 shares; 2024Q4: 5,791 shares; 2025Q1: 5,653 shares; 2025Q2: 7,376 shares; 2025Q3: 7,566 shares; 2025Q4: 6,925 shares; 2026Q1: 7,619 shares 7,619 $503K 0.03% +694 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,407 shares; 2025Q1: 20,474 shares; 2025Q2: 19,967 shares; 2025Q3: 19,673 shares; 2025Q4: 18,753 shares; 2026Q1: 18,712 shares 18,712 $498K 0.03% -41 Timeline DFEB 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: 7,933 shares; 2024Q4: 12,230 shares; 2025Q1: 11,442 shares; 2025Q2: 11,113 shares; 2025Q3: 10,828 shares; 2025Q4: 10,630 shares; 2026Q1: 10,502 shares 10,502 $497K 0.03% -128 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,567 shares; 2024Q4: 4,556 shares; 2025Q1: 4,308 shares; 2025Q2: 4,463 shares; 2025Q3: not reported; 2025Q4: 4,298 shares; 2026Q1: 5,536 shares 5,536 $496K 0.03% +1,238 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,470 shares; 2025Q1: 1,470 shares; 2025Q2: 1,470 shares; 2025Q3: 1,486 shares; 2025Q4: 1,497 shares; 2026Q1: 1,751 shares 1,751 $489K 0.03% +254 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,475 shares; 2024Q4: 4,489 shares; 2025Q1: 4,401 shares; 2025Q2: 5,097 shares; 2025Q3: 4,927 shares; 2025Q4: 4,465 shares; 2026Q1: 4,270 shares 4,270 $482K 0.03% -195 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,638 shares; 2024Q4: 1,680 shares; 2025Q1: 1,395 shares; 2025Q2: 1,439 shares; 2025Q3: 1,454 shares; 2025Q4: 1,415 shares; 2026Q1: 1,341 shares 1,341 $478K 0.03% -74 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: 561 shares; 2024Q4: 596 shares; 2025Q1: 616 shares; 2025Q2: 819 shares; 2025Q3: 691 shares; 2025Q4: 590 shares; 2026Q1: 680 shares 680 $475K 0.03% +90 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,805 shares; 2024Q4: 2,978 shares; 2025Q1: 4,249 shares; 2025Q2: 5,426 shares; 2025Q3: 4,886 shares; 2025Q4: 2,212 shares; 2026Q1: 1,196 shares 1,196 $474K 0.03% -1,016 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,460 shares; 2024Q4: 3,127 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,466 shares 5,466 $474K 0.03% new 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: 8,404 shares; 2024Q4: 8,559 shares; 2025Q1: 8,621 shares; 2025Q2: 10,076 shares; 2025Q3: 10,076 shares; 2025Q4: 10,076 shares; 2026Q1: 10,076 shares 10,076 $473K 0.03% 0 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: 53,362 shares; 2024Q4: 40,769 shares; 2025Q1: 42,578 shares; 2025Q2: 62,276 shares; 2025Q3: 61,260 shares; 2025Q4: 41,443 shares; 2026Q1: 26,046 shares 26,046 $469K 0.03% -15,397 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: 9,296 shares; 2024Q4: 10,813 shares; 2025Q1: 10,593 shares; 2025Q2: 10,206 shares; 2025Q3: 10,206 shares; 2025Q4: 10,203 shares; 2026Q1: 10,273 shares 10,273 $469K 0.03% +70 Timeline TLTE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,888 shares 6,888 $463K 0.03% new Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,540 shares; 2024Q4: 148,073 shares; 2025Q1: 130,571 shares; 2025Q2: 117,048 shares; 2025Q3: 107,713 shares; 2025Q4: 95,585 shares; 2026Q1: 90,137 shares 90,137 $460K 0.03% -5,448 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,397 shares 9,397 $459K 0.03% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,149 shares 3,149 $459K 0.03% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,689 shares 3,689 $459K 0.03% new Timeline JMSI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,202 shares 9,202 $458K 0.03% new Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,767 shares 4,767 $457K 0.03% new 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: 2,693 shares; 2024Q4: 2,589 shares; 2025Q1: 2,758 shares; 2025Q2: 3,226 shares; 2025Q3: 2,588 shares; 2025Q4: 2,375 shares; 2026Q1: 2,243 shares 2,243 $456K 0.03% -132 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,440 shares; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: not reported; 2025Q4: 3,474 shares; 2026Q1: 3,812 shares 3,812 $456K 0.03% +338 Timeline IMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,343 shares 14,343 $454K 0.03% new Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,739 shares; 2024Q4: 19,956 shares; 2025Q1: 15,902 shares; 2025Q2: 15,916 shares; 2025Q3: 12,898 shares; 2025Q4: 12,910 shares; 2026Q1: 12,692 shares 12,692 $449K 0.03% -218 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: not reported; 2024Q4: not reported; 2025Q1: 9,555 shares; 2025Q2: 9,564 shares; 2025Q3: 9,642 shares; 2025Q4: 9,472 shares; 2026Q1: 9,123 shares 9,123 $448K 0.03% -349 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,994 shares 3,994 $437K 0.02% new Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,350 shares; 2026Q1: 10,667 shares 10,667 $427K 0.02% +4,317 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,894 shares; 2025Q3: 1,894 shares; 2025Q4: 1,894 shares; 2026Q1: 2,948 shares 2,948 $427K 0.02% +1,054 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,033 shares; 2024Q4: 2,965 shares; 2025Q1: 2,669 shares; 2025Q2: 2,603 shares; 2025Q3: 2,619 shares; 2025Q4: 2,544 shares; 2026Q1: 2,537 shares 2,537 $421K 0.02% -7 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,598 shares 8,598 $415K 0.02% new Timeline SNDA SONIDA SENIOR LIVING INC More: the full row for SONIDA SENIOR LIVING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,878 shares 12,878 $415K 0.02% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,814 shares; 2025Q3: 4,935 shares; 2025Q4: 4,650 shares; 2026Q1: 4,682 shares 4,682 $413K 0.02% +32 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,264 shares 4,264 $403K 0.02% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,981 shares 4,981 $403K 0.02% new 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: 796 shares; 2024Q4: 817 shares; 2025Q1: 917 shares; 2025Q2: 917 shares; 2025Q3: 4,309 shares; 2025Q4: 4,076 shares; 2026Q1: 1,126 shares 1,126 $403K 0.02% -2,950 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,873 shares 9,873 $402K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,878 shares; 2026Q1: 3,878 shares 3,878 $400K 0.02% 0 Timeline IAPR 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: 12,541 shares; 2026Q1: 12,445 shares 12,445 $394K 0.02% -96 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,068 shares; 2024Q4: 23,703 shares; 2025Q1: 37,276 shares; 2025Q2: 35,779 shares; 2025Q3: 36,087 shares; 2025Q4: 33,220 shares; 2026Q1: 33,776 shares 33,776 $390K 0.02% +556 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 203,981 shares; 2025Q3: 18,491 shares; 2025Q4: 16,095 shares; 2026Q1: 13,303 shares 13,303 $388K 0.02% -2,792 Timeline IOCT 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: 11,151 shares; 2026Q1: 11,033 shares 11,033 $387K 0.02% -118 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,414 shares; 2025Q3: 1,395 shares; 2025Q4: 1,354 shares; 2026Q1: 1,321 shares 1,321 $385K 0.02% -33 Timeline IJUL 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: 11,538 shares; 2026Q1: 11,409 shares 11,409 $385K 0.02% -129 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: 26,436 shares; 2024Q4: 25,688 shares; 2025Q1: 20,219 shares; 2025Q2: 2,314 shares; 2025Q3: 2,233 shares; 2025Q4: 1,882 shares; 2026Q1: 2,025 shares 2,025 $384K 0.02% +143 Timeline IJAN 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: 10,691 shares; 2026Q1: 10,567 shares 10,567 $383K 0.02% -124 Timeline PIT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,296 shares 5,296 $383K 0.02% new Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,458 shares 8,458 $381K 0.02% new Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,082 shares 11,082 $380K 0.02% new 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: not reported; 2024Q4: 1,185 shares; 2025Q1: 1,141 shares; 2025Q2: 1,245 shares; 2025Q3: 1,242 shares; 2025Q4: 1,229 shares; 2026Q1: 1,251 shares 1,251 $378K 0.02% +22 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,351 shares; 2024Q4: 10,351 shares; 2025Q1: 10,296 shares; 2025Q2: 9,950 shares; 2025Q3: 9,824 shares; 2025Q4: 9,709 shares; 2026Q1: 9,458 shares 9,458 $378K 0.02% -251 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: 1,709 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,917 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,902 shares 2,902 $374K 0.02% new Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,851 shares 3,851 $372K 0.02% new Timeline IGM 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: 3,122 shares; 2025Q3: 3,122 shares; 2025Q4: 3,117 shares; 2026Q1: 3,117 shares 3,117 $369K 0.02% 0 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,978 shares; 2025Q1: 17,819 shares; 2025Q2: 17,642 shares; 2025Q3: 17,126 shares; 2025Q4: 16,846 shares; 2026Q1: 16,238 shares 16,238 $368K 0.02% -608 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,288 shares; 2024Q4: 12,034 shares; 2025Q1: 13,402 shares; 2025Q2: 10,880 shares; 2025Q3: 10,667 shares; 2025Q4: 9,280 shares; 2026Q1: 9,065 shares 9,065 $364K 0.02% -215 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: 4,961 shares; 2024Q4: 4,959 shares; 2025Q1: 4,907 shares; 2025Q2: 4,853 shares; 2025Q3: 4,837 shares; 2025Q4: 4,837 shares; 2026Q1: 4,837 shares 4,837 $363K 0.02% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,464 shares 1,464 $362K 0.02% new Timeline TOPT 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: 9,823 shares; 2026Q1: 12,611 shares 12,611 $361K 0.02% +2,788 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 803 shares 803 $357K 0.02% new 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: 1,000 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,173 shares; 2025Q3: 1,172 shares; 2025Q4: 1,266 shares; 2026Q1: 1,533 shares 1,533 $352K 0.02% +267 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,873 shares; 2024Q4: 5,397 shares; 2025Q1: 4,526 shares; 2025Q2: 4,540 shares; 2025Q3: 4,587 shares; 2025Q4: 4,186 shares; 2026Q1: 4,711 shares 4,711 $351K 0.02% +525 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,089 shares; 2024Q4: 6,025 shares; 2025Q1: 7,647 shares; 2025Q2: 9,937 shares; 2025Q3: 9,705 shares; 2025Q4: 4,041 shares; 2026Q1: 2,277 shares 2,277 $349K 0.02% -1,764 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,122 shares; 2025Q1: 2,572 shares; 2025Q2: 3,632 shares; 2025Q3: 2,390 shares; 2025Q4: 3,172 shares; 2026Q1: 2,933 shares 2,933 $348K 0.02% -239 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,697 shares; 2025Q4: 1,612 shares; 2026Q1: 2,267 shares 2,267 $346K 0.02% +655 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 549 shares 549 $339K 0.02% new Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,201 shares; 2025Q3: 34,130 shares; 2025Q4: 8,488 shares; 2026Q1: 8,123 shares 8,123 $337K 0.02% -365 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: 13,368 shares; 2024Q4: 8,852 shares; 2025Q1: 8,691 shares; 2025Q2: 8,873 shares; 2025Q3: 8,888 shares; 2025Q4: 8,666 shares; 2026Q1: 7,051 shares 7,051 $336K 0.02% -1,615 Timeline BNDC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,420 shares; 2026Q1: 15,126 shares 15,126 $336K 0.02% +2,706 Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,657 shares 8,657 $334K 0.02% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,280 shares; 2025Q3: 2,066 shares; 2025Q4: 2,051 shares; 2026Q1: 2,051 shares 2,051 $332K 0.02% 0 Timeline SCHZ 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: 20,485 shares; 2025Q3: 18,876 shares; 2025Q4: 16,467 shares; 2026Q1: 14,216 shares 14,216 $330K 0.02% -2,251 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,302 shares; 2025Q3: 1,315 shares; 2025Q4: 1,316 shares; 2026Q1: 1,347 shares 1,347 $329K 0.02% +31 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,440 shares 7,440 $328K 0.02% new Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,369 shares 4,369 $327K 0.02% new Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,065 shares; 2026Q1: 837 shares 837 $325K 0.02% -228 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,310 shares 4,310 $324K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,775 shares 5,775 $319K 0.02% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,676 shares; 2024Q4: 7,859 shares; 2025Q1: 7,911 shares; 2025Q2: 7,942 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,638 shares 7,638 $318K 0.02% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,449 shares 3,449 $318K 0.02% new Timeline PWZ 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: 23,996 shares; 2025Q3: 18,938 shares; 2025Q4: 17,655 shares; 2026Q1: 13,204 shares 13,204 $315K 0.02% -4,451 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,267 shares 4,267 $312K 0.02% new Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,566 shares 4,566 $312K 0.02% new Timeline JULJ 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: 12,571 shares 12,571 $311K 0.02% new Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,272 shares; 2025Q4: 7,272 shares; 2026Q1: 7,272 shares 7,272 $311K 0.02% 0 Timeline APRJ 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: 12,630 shares 12,630 $309K 0.02% new Timeline OCTJ 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: 13,069 shares 13,069 $309K 0.02% new Timeline JANJ 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: 12,689 shares 12,689 $308K 0.02% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,368 shares; 2025Q3: 7,943 shares; 2025Q4: 5,994 shares; 2026Q1: 2,689 shares 2,689 $305K 0.02% -3,305 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,613 shares 6,613 $303K 0.02% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 485 shares; 2025Q1: 485 shares; 2025Q2: 485 shares; 2025Q3: 513 shares; 2025Q4: 466 shares; 2026Q1: 618 shares 618 $300K 0.02% +152 Timeline EJUL 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: 10,081 shares; 2026Q1: 9,989 shares 9,989 $299K 0.02% -92 Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,295 shares 14,295 $298K 0.02% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,335 shares; 2025Q3: 7,298 shares; 2025Q4: 7,315 shares; 2026Q1: 4,380 shares 4,380 $298K 0.02% -2,935 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,068 shares; 2024Q4: 2,080 shares; 2025Q1: 2,092 shares; 2025Q2: 2,109 shares; 2025Q3: 2,122 shares; 2025Q4: 1,882 shares; 2026Q1: 1,895 shares 1,895 $298K 0.02% +13 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares; 2026Q1: 4,800 shares 4,800 $295K 0.02% 0 Timeline EJAN 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: 8,717 shares; 2026Q1: 8,640 shares 8,640 $293K 0.02% -77 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,290 shares; 2025Q4: 3,339 shares; 2026Q1: 4,044 shares 4,044 $293K 0.02% +705 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,151 shares 1,151 $292K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,848 shares; 2025Q4: not reported; 2026Q1: 5,823 shares 5,823 $292K 0.02% new Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,693 shares; 2025Q4: 1,693 shares; 2026Q1: 1,705 shares 1,705 $288K 0.02% +12 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: 1,911 shares; 2024Q4: 1,951 shares; 2025Q1: 1,959 shares; 2025Q2: 1,967 shares; 2025Q3: 1,926 shares; 2025Q4: 1,932 shares; 2026Q1: 1,940 shares 1,940 $287K 0.02% +8 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,172 shares; 2024Q4: 8,448 shares; 2025Q1: 9,307 shares; 2025Q2: 10,262 shares; 2025Q3: 11,127 shares; 2025Q4: 9,125 shares; 2026Q1: 9,869 shares 9,869 $283K 0.02% +744 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,603 shares 3,603 $280K 0.02% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,263 shares; 2025Q1: 2,268 shares; 2025Q2: 2,275 shares; 2025Q3: 2,281 shares; 2025Q4: 2,298 shares; 2026Q1: 2,412 shares 2,412 $279K 0.02% +114 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,535 shares 2,535 $272K 0.02% new Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,524 shares; 2025Q2: 33,053 shares; 2025Q3: 35,387 shares; 2025Q4: 32,606 shares; 2026Q1: 23,614 shares 23,614 $271K 0.02% -8,992 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,949 shares; 2025Q3: 1,897 shares; 2025Q4: 1,897 shares; 2026Q1: 1,897 shares 1,897 $270K 0.02% 0 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,065 shares 11,065 $268K 0.01% new Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,970 shares; 2024Q4: 9,768 shares; 2025Q1: 9,768 shares; 2025Q2: 9,646 shares; 2025Q3: 9,434 shares; 2025Q4: 9,676 shares; 2026Q1: 6,415 shares 6,415 $266K 0.01% -3,261 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,983 shares 4,983 $261K 0.01% new Timeline GNMA 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: 5,889 shares; 2025Q3: 5,877 shares; 2025Q4: 5,877 shares; 2026Q1: 5,842 shares 5,842 $259K 0.01% -35 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,661 shares; 2024Q4: 2,713 shares; 2025Q1: 2,735 shares; 2025Q2: 9,117 shares; 2025Q3: 3,609 shares; 2025Q4: 3,638 shares; 2026Q1: 2,738 shares 2,738 $257K 0.01% -900 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,190 shares; 2025Q2: 2,127 shares; 2025Q3: 2,207 shares; 2025Q4: 1,803 shares; 2026Q1: 304 shares 304 $257K 0.01% -1,499 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,487 shares; 2024Q4: 6,487 shares; 2025Q1: 8,709 shares; 2025Q2: 9,116 shares; 2025Q3: 10,325 shares; 2025Q4: 4,805 shares; 2026Q1: 4,805 shares 4,805 $256K 0.01% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,244 shares 3,244 $254K 0.01% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,076 shares; 2026Q1: 4,831 shares 4,831 $251K 0.01% +755 Timeline UTRE 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: 5,060 shares; 2025Q3: 5,060 shares; 2025Q4: 5,060 shares; 2026Q1: 5,060 shares 5,060 $250K 0.01% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,368 shares; 2026Q1: 1,384 shares 1,384 $249K 0.01% +16 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,479 shares; 2024Q4: 5,454 shares; 2025Q1: 5,509 shares; 2025Q2: 5,525 shares; 2025Q3: 5,542 shares; 2025Q4: 5,745 shares; 2026Q1: 5,870 shares 5,870 $248K 0.01% +125 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,098 shares; 2024Q4: 1,098 shares; 2025Q1: 1,098 shares; 2025Q2: 1,098 shares; 2025Q3: 1,102 shares; 2025Q4: 1,119 shares; 2026Q1: 1,194 shares 1,194 $248K 0.01% +75 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,595 shares; 2025Q1: 5,926 shares; 2025Q2: 6,049 shares; 2025Q3: 5,241 shares; 2025Q4: 3,856 shares; 2026Q1: 4,241 shares 4,241 $246K 0.01% +385 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,968 shares; 2025Q1: 7,071 shares; 2025Q2: 6,809 shares; 2025Q3: 6,703 shares; 2025Q4: 6,211 shares; 2026Q1: 6,183 shares 6,183 $244K 0.01% -28 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,530 shares 2,530 $242K 0.01% new Timeline IMAX IMAX CORP More: the full row for IMAX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,309 shares; 2026Q1: 6,353 shares 6,353 $241K 0.01% +44 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 838 shares 838 $241K 0.01% new Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,764 shares 4,764 $236K 0.01% new Timeline SDD 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: 10,467 shares; 2025Q3: 10,467 shares; 2025Q4: 20,467 shares; 2026Q1: 20,467 shares 20,467 $236K 0.01% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,158 shares 1,158 $230K 0.01% new Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,289 shares 3,289 $228K 0.01% new Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,903 shares; 2025Q4: 4,932 shares; 2026Q1: 4,525 shares 4,525 $225K 0.01% -407 Timeline DDEC 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: 5,797 shares; 2024Q4: 5,797 shares; 2025Q1: 5,760 shares; 2025Q2: 5,724 shares; 2025Q3: 5,426 shares; 2025Q4: 5,354 shares; 2026Q1: 5,068 shares 5,068 $224K 0.01% -286 Timeline GLOF 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: 4,255 shares 4,255 $222K 0.01% new Timeline EMKT LAZARD ACTIVE ETF TR More: the full row for LAZARD ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,187 shares; 2026Q1: 8,524 shares 8,524 $220K 0.01% -663 Timeline PJUN 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: 6,718 shares; 2025Q1: 5,444 shares; 2025Q2: 5,444 shares; 2025Q3: 5,444 shares; 2025Q4: 5,249 shares; 2026Q1: 5,249 shares 5,249 $220K 0.01% 0 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,136 shares; 2025Q3: 5,136 shares; 2025Q4: 5,136 shares; 2026Q1: 5,136 shares 5,136 $218K 0.01% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,236 shares; 2026Q1: 1,346 shares 1,346 $218K 0.01% +110 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,649 shares; 2025Q3: 4,654 shares; 2025Q4: 4,654 shares; 2026Q1: 4,656 shares 4,656 $218K 0.01% +2 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: 35 shares; 2024Q4: 35 shares; 2025Q1: 45 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 28 shares; 2026Q1: 33 shares 33 $217K 0.01% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,325 shares 9,325 $217K 0.01% new Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,773 shares 2,773 $215K 0.01% new Timeline DIAL COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,753 shares; 2025Q1: 11,755 shares; 2025Q2: 11,756 shares; 2025Q3: 11,756 shares; 2025Q4: 11,756 shares; 2026Q1: 11,756 shares 11,756 $213K 0.01% 0 Timeline PCFI FUNDVANTAGE TR More: the full row for FUNDVANTAGE 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: 9,275 shares 9,275 $211K 0.01% new Timeline IJS 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: 1,777 shares 1,777 $210K 0.01% new Timeline GPRE GREEN PLAINS INC More: the full row for GREEN PLAINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,147 shares; 2025Q2: 11,666 shares; 2025Q3: 11,666 shares; 2025Q4: 11,666 shares; 2026Q1: 12,706 shares 12,706 $209K 0.01% +1,040 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,610 shares 3,610 $206K 0.01% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,218 shares 2,218 $205K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,049 shares 2,049 $205K 0.01% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,528 shares 3,528 $200K 0.01% new Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,846 shares; 2024Q4: 15,846 shares; 2025Q1: 15,846 shares; 2025Q2: 15,846 shares; 2025Q3: 15,846 shares; 2025Q4: 15,846 shares; 2026Q1: 15,846 shares 15,846 $195K 0.01% 0 Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,249 shares 27,249 $187K 0.01% new Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,114 shares; 2024Q4: 9,114 shares; 2025Q1: 9,215 shares; 2025Q2: not reported; 2025Q3: 10,372 shares; 2025Q4: 10,920 shares; 2026Q1: 11,249 shares 11,249 $177K 0.01% +329 Timeline DCTH DELCATH SYS INC More: the full row for DELCATH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,443 shares; 2024Q4: 17,443 shares; 2025Q1: 17,443 shares; 2025Q2: 17,443 shares; 2025Q3: 17,443 shares; 2025Q4: 17,443 shares; 2026Q1: 17,443 shares 17,443 $162K 0.01% 0 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,137 shares; 2026Q1: 11,677 shares 11,677 $142K 0.01% -460 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,583 shares; 2024Q4: not reported; 2025Q1: 10,583 shares; 2025Q2: 10,583 shares; 2025Q3: 10,583 shares; 2025Q4: 10,583 shares; 2026Q1: 11,702 shares 11,702 $117K 0.01% +1,119 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,650 shares; 2026Q1: 13,650 shares 13,650 $105K 0.01% 0 Timeline IMSR TERRESTRIAL ENERGY INC More: the full row for TERRESTRIAL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,206 shares 10,206 $61.3K <0.01% new Timeline RR RICHTECH ROBOTICS INC More: the full row for RICHTECH ROBOTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 129,863 shares; 2025Q2: 144,313 shares; 2025Q3: 128,102 shares; 2025Q4: 133,162 shares; 2026Q1: 20,828 shares 20,828 $43.5K <0.01% -112,334 Timeline