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: 319,397 shares; 2024Q4: 259,012 shares; 2025Q1: 257,805 shares; 2025Q2: 259,165 shares; 2025Q3: 258,697 shares; 2025Q4: 263,094 shares; 2026Q1: 348,678 shares 348,678 $88.5M 3.37% +85,584 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: 142,891 shares; 2024Q4: 138,945 shares; 2025Q1: 129,584 shares; 2025Q2: 129,532 shares; 2025Q3: 128,721 shares; 2025Q4: 129,938 shares; 2026Q1: 131,472 shares 131,472 $75.9M 2.89% +1,534 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: 191,901 shares; 2024Q4: 199,575 shares; 2025Q1: 202,093 shares; 2025Q2: 208,704 shares; 2025Q3: 221,693 shares; 2025Q4: 284,358 shares; 2026Q1: 312,615 shares 312,615 $74.3M 2.83% +28,257 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: 300,407 shares; 2024Q4: 263,618 shares; 2025Q1: 265,068 shares; 2025Q2: 280,359 shares; 2025Q3: 287,708 shares; 2025Q4: 300,844 shares; 2026Q1: 398,381 shares 398,381 $69.5M 2.65% +97,537 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: 497,392 shares; 2024Q4: 550,906 shares; 2025Q1: 609,470 shares; 2025Q2: 617,700 shares; 2025Q3: 629,054 shares; 2025Q4: 718,479 shares; 2026Q1: 717,248 shares 717,248 $54.9M 2.09% -1,231 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230,991 shares; 2024Q4: 409,149 shares; 2025Q1: 375,378 shares; 2025Q2: 756,871 shares; 2025Q3: 1,000,724 shares; 2025Q4: 1,036,355 shares; 2026Q1: 1,124,695 shares 1,124,695 $47.8M 1.82% +88,340 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,913 shares; 2024Q4: 80,824 shares; 2025Q1: 79,365 shares; 2025Q2: 80,211 shares; 2025Q3: 82,491 shares; 2025Q4: 90,108 shares; 2026Q1: 112,983 shares 112,983 $41.8M 1.59% +22,875 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: 50,849 shares; 2024Q4: 47,621 shares; 2025Q1: 40,264 shares; 2025Q2: 39,832 shares; 2025Q3: 49,879 shares; 2025Q4: 50,782 shares; 2026Q1: 62,017 shares 62,017 $40.3M 1.54% +11,235 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: 152,742 shares; 2024Q4: 138,825 shares; 2025Q1: 140,122 shares; 2025Q2: 143,399 shares; 2025Q3: 147,457 shares; 2025Q4: 151,124 shares; 2026Q1: 189,362 shares 189,362 $39.4M 1.5% +38,238 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: 274,671 shares; 2024Q4: 299,483 shares; 2025Q1: 333,401 shares; 2025Q2: 365,662 shares; 2025Q3: 367,992 shares; 2025Q4: 377,223 shares; 2026Q1: 392,110 shares 392,110 $38.4M 1.46% +14,887 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 530,133 shares; 2024Q4: 605,230 shares; 2025Q1: 645,713 shares; 2025Q2: 599,077 shares; 2025Q3: 651,887 shares; 2025Q4: 756,416 shares; 2026Q1: 849,178 shares 849,178 $33.5M 1.28% +92,762 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: 95,645 shares; 2024Q4: 85,617 shares; 2025Q1: 85,326 shares; 2025Q2: 87,031 shares; 2025Q3: 89,191 shares; 2025Q4: 92,042 shares; 2026Q1: 108,320 shares 108,320 $31.1M 1.19% +16,278 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: 35,678 shares; 2024Q4: 34,519 shares; 2025Q1: 33,826 shares; 2025Q2: 33,836 shares; 2025Q3: 33,821 shares; 2025Q4: 33,121 shares; 2026Q1: 44,876 shares 44,876 $29.3M 1.12% +11,755 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: 96,685 shares; 2024Q4: 73,824 shares; 2025Q1: 73,367 shares; 2025Q2: 73,110 shares; 2025Q3: 71,931 shares; 2025Q4: 71,335 shares; 2026Q1: 88,661 shares 88,661 $27.4M 1.05% +17,326 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: 487,573 shares; 2024Q4: 503,057 shares; 2025Q1: 536,053 shares; 2025Q2: 422,552 shares; 2025Q3: 432,987 shares; 2025Q4: 442,600 shares; 2026Q1: 479,814 shares 479,814 $27.1M 1.03% +37,214 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: 244,547 shares; 2024Q4: 222,932 shares; 2025Q1: 224,622 shares; 2025Q2: 221,708 shares; 2025Q3: 219,649 shares; 2025Q4: 216,870 shares; 2026Q1: 235,361 shares 235,361 $26.6M 1.01% +18,491 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: 154,050 shares; 2024Q4: 110,747 shares; 2025Q1: 115,451 shares; 2025Q2: 115,697 shares; 2025Q3: 115,648 shares; 2025Q4: 223,840 shares; 2026Q1: 277,773 shares 277,773 $24.4M 0.93% +53,933 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: 334,491 shares; 2024Q4: 321,221 shares; 2025Q1: 324,386 shares; 2025Q2: 319,876 shares; 2025Q3: 325,070 shares; 2025Q4: 338,654 shares; 2026Q1: 353,709 shares 353,709 $24.2M 0.92% +15,055 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: 27,218 shares; 2024Q4: 24,561 shares; 2025Q1: 24,886 shares; 2025Q2: 24,981 shares; 2025Q3: 25,146 shares; 2025Q4: 35,004 shares; 2026Q1: 39,486 shares 39,486 $23.6M 0.9% +4,482 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: 107,496 shares; 2024Q4: 105,078 shares; 2025Q1: 103,394 shares; 2025Q2: 104,423 shares; 2025Q3: 101,886 shares; 2025Q4: 101,623 shares; 2026Q1: 108,062 shares 108,062 $23.2M 0.89% +6,439 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: 24,031 shares; 2024Q4: 23,323 shares; 2025Q1: 23,604 shares; 2025Q2: 23,401 shares; 2025Q3: 24,896 shares; 2025Q4: 46,019 shares; 2026Q1: 49,670 shares 49,670 $21.4M 0.81% +3,651 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: 1,446 shares 1,446 $21.2M 0.81% new 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: 55,118 shares; 2024Q4: 44,878 shares; 2025Q1: 44,283 shares; 2025Q2: 45,014 shares; 2025Q3: 45,216 shares; 2025Q4: 58,772 shares; 2026Q1: 65,828 shares 65,828 $21.1M 0.8% +7,056 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: 17,460 shares; 2024Q4: 14,684 shares; 2025Q1: 14,975 shares; 2025Q2: 15,088 shares; 2025Q3: 15,479 shares; 2025Q4: 15,862 shares; 2026Q1: 19,195 shares 19,195 $19.1M 0.73% +3,333 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: 51,927 shares; 2024Q4: 35,183 shares; 2025Q1: 36,278 shares; 2025Q2: 38,535 shares; 2025Q3: 39,472 shares; 2025Q4: 42,728 shares; 2026Q1: 63,689 shares 63,689 $18.7M 0.71% +20,961 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: 208,295 shares; 2024Q4: 217,658 shares; 2025Q1: 212,821 shares; 2025Q2: 211,823 shares; 2025Q3: 212,780 shares; 2025Q4: 218,441 shares; 2026Q1: 271,697 shares 271,697 $18.3M 0.7% +53,256 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: 248,049 shares; 2024Q4: 298,205 shares; 2025Q1: 301,889 shares; 2025Q2: 228,969 shares; 2025Q3: 242,937 shares; 2025Q4: 275,841 shares; 2026Q1: 291,411 shares 291,411 $17.4M 0.66% +15,570 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: 45,635 shares; 2024Q4: 37,327 shares; 2025Q1: 37,061 shares; 2025Q2: 37,912 shares; 2025Q3: 38,451 shares; 2025Q4: 40,362 shares; 2026Q1: 59,933 shares 59,933 $17.2M 0.66% +19,571 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: 19,421 shares; 2024Q4: 18,131 shares; 2025Q1: 19,623 shares; 2025Q2: 21,258 shares; 2025Q3: 22,153 shares; 2025Q4: 22,904 shares; 2026Q1: 27,662 shares 27,662 $15.8M 0.6% +4,758 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: 58,862 shares; 2024Q4: 53,234 shares; 2025Q1: 55,129 shares; 2025Q2: 53,525 shares; 2025Q3: 47,029 shares; 2025Q4: 97,931 shares; 2026Q1: 113,857 shares 113,857 $15.1M 0.58% +15,926 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: 75,814 shares; 2024Q4: 56,499 shares; 2025Q1: 59,384 shares; 2025Q2: 56,847 shares; 2025Q3: 55,811 shares; 2025Q4: 58,573 shares; 2026Q1: 82,480 shares 82,480 $14M 0.53% +23,907 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: 18 shares; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 20 shares 20 $13.6M 0.52% +19 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: 288,907 shares; 2024Q4: 279,951 shares; 2025Q1: 227,015 shares; 2025Q2: 230,982 shares; 2025Q3: 231,432 shares; 2025Q4: 222,503 shares; 2026Q1: 279,669 shares 279,669 $13.5M 0.51% +57,166 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: 134,804 shares; 2024Q4: 144,553 shares; 2025Q1: 151,851 shares; 2025Q2: 164,165 shares; 2025Q3: 163,289 shares; 2025Q4: 200,356 shares; 2026Q1: 295,301 shares 295,301 $13.5M 0.51% +94,945 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: 217,913 shares; 2024Q4: 229,951 shares; 2025Q1: 191,098 shares; 2025Q2: 191,124 shares; 2025Q3: 190,315 shares; 2025Q4: 181,980 shares; 2026Q1: 216,438 shares 216,438 $12.8M 0.49% +34,458 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,723 shares; 2024Q4: 178,588 shares; 2025Q1: 196,035 shares; 2025Q2: 198,790 shares; 2025Q3: 218,820 shares; 2025Q4: 223,032 shares; 2026Q1: 244,193 shares 244,193 $12.4M 0.47% +21,161 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: 41,711 shares; 2024Q4: 32,170 shares; 2025Q1: 28,207 shares; 2025Q2: 26,994 shares; 2025Q3: 18,543 shares; 2025Q4: 20,670 shares; 2026Q1: 33,210 shares 33,210 $12.3M 0.47% +12,540 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 368,731 shares; 2024Q4: 372,138 shares; 2025Q1: 381,810 shares; 2025Q2: 387,317 shares; 2025Q3: 414,483 shares; 2025Q4: 434,584 shares; 2026Q1: 497,721 shares 497,721 $12.3M 0.47% +63,137 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: 11,918 shares; 2024Q4: 8,332 shares; 2025Q1: 8,315 shares; 2025Q2: 8,664 shares; 2025Q3: 8,461 shares; 2025Q4: 8,549 shares; 2026Q1: 13,214 shares 13,214 $12.2M 0.46% +4,665 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,922 shares; 2024Q4: 29,441 shares; 2025Q1: 30,041 shares; 2025Q2: 30,713 shares; 2025Q3: 31,788 shares; 2025Q4: 32,543 shares; 2026Q1: 39,691 shares 39,691 $12M 0.46% +7,148 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: 112,749 shares; 2024Q4: 40,312 shares; 2025Q1: 36,318 shares; 2025Q2: 51,828 shares; 2025Q3: 52,559 shares; 2025Q4: 54,465 shares; 2026Q1: 182,656 shares 182,656 $11.7M 0.45% +128,191 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: 76,749 shares; 2024Q4: 59,966 shares; 2025Q1: 62,774 shares; 2025Q2: 67,652 shares; 2025Q3: 65,835 shares; 2025Q4: 70,209 shares; 2026Q1: 91,670 shares 91,670 $11.4M 0.43% +21,461 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,026 shares; 2024Q4: 221,749 shares; 2025Q1: 231,147 shares; 2025Q2: 233,397 shares; 2025Q3: 241,694 shares; 2025Q4: 247,771 shares; 2026Q1: 268,567 shares 268,567 $10.6M 0.4% +20,796 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,366 shares; 2024Q4: 142,496 shares; 2025Q1: 114,822 shares; 2025Q2: 111,891 shares; 2025Q3: 111,446 shares; 2025Q4: 113,606 shares; 2026Q1: 110,997 shares 110,997 $10.3M 0.39% -2,609 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: 115,604 shares; 2024Q4: 113,583 shares; 2025Q1: 121,967 shares; 2025Q2: 126,033 shares; 2025Q3: 137,467 shares; 2025Q4: 110,457 shares; 2026Q1: 127,942 shares 127,942 $10.1M 0.39% +17,485 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: 74,830 shares; 2024Q4: 97,226 shares; 2025Q1: 169,251 shares; 2025Q2: 164,483 shares; 2025Q3: 154,796 shares; 2025Q4: 191,213 shares; 2026Q1: 279,914 shares 279,914 $9.45M 0.36% +88,701 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: 28,068 shares; 2024Q4: 19,271 shares; 2025Q1: 19,801 shares; 2025Q2: 20,370 shares; 2025Q3: 21,417 shares; 2025Q4: 21,941 shares; 2026Q1: 27,954 shares 27,954 $9.45M 0.36% +6,013 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,747 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 185,183 shares 185,183 $9.23M 0.35% new 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: 26,713 shares; 2024Q4: 27,644 shares; 2025Q1: 37,257 shares; 2025Q2: 45,922 shares; 2025Q3: 31,336 shares; 2025Q4: 32,462 shares; 2026Q1: 98,262 shares 98,262 $9M 0.34% +65,800 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,157 shares; 2024Q4: 109,554 shares; 2025Q1: 118,126 shares; 2025Q2: 126,571 shares; 2025Q3: 125,560 shares; 2025Q4: 133,860 shares; 2026Q1: 150,426 shares 150,426 $8.88M 0.34% +16,566 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: 20,815 shares; 2024Q4: 24,097 shares; 2025Q1: 24,820 shares; 2025Q2: 26,920 shares; 2025Q3: 28,027 shares; 2025Q4: 38,444 shares; 2026Q1: 58,975 shares 58,975 $8.73M 0.33% +20,531 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: 46,212 shares; 2024Q4: 41,079 shares; 2025Q1: 36,900 shares; 2025Q2: 40,067 shares; 2025Q3: 52,175 shares; 2025Q4: 51,374 shares; 2026Q1: 56,801 shares 56,801 $8.31M 0.32% +5,427 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,715 shares; 2024Q4: 52,917 shares; 2025Q1: 53,331 shares; 2025Q2: 51,464 shares; 2025Q3: 50,117 shares; 2025Q4: 51,797 shares; 2026Q1: 56,334 shares 56,334 $8.26M 0.31% +4,537 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,527 shares; 2024Q4: 123,527 shares; 2025Q1: 137,146 shares; 2025Q2: 139,145 shares; 2025Q3: 137,771 shares; 2025Q4: 140,257 shares; 2026Q1: 167,271 shares 167,271 $8.26M 0.31% +27,014 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 344,564 shares 344,564 $8.22M 0.31% new Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,123 shares; 2024Q4: 88,541 shares; 2025Q1: 135,221 shares; 2025Q2: 137,052 shares; 2025Q3: 147,762 shares; 2025Q4: 163,344 shares; 2026Q1: 204,452 shares 204,452 $8.22M 0.31% +41,108 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: 2,894 shares; 2024Q4: 3,575 shares; 2025Q1: 3,963 shares; 2025Q2: 4,303 shares; 2025Q3: 88,535 shares; 2025Q4: 93,504 shares; 2026Q1: 96,143 shares 96,143 $8.13M 0.31% +2,639 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: 47,561 shares; 2024Q4: 28,474 shares; 2025Q1: 30,835 shares; 2025Q2: 29,448 shares; 2025Q3: 28,105 shares; 2025Q4: 25,474 shares; 2026Q1: 42,229 shares 42,229 $8.1M 0.31% +16,755 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: 36,096 shares; 2024Q4: 21,355 shares; 2025Q1: 21,492 shares; 2025Q2: 21,744 shares; 2025Q3: 21,829 shares; 2025Q4: 23,814 shares; 2026Q1: 36,815 shares 36,815 $8.01M 0.31% +13,001 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: 15,128 shares; 2024Q4: 16,633 shares; 2025Q1: 16,186 shares; 2025Q2: 15,442 shares; 2025Q3: 16,010 shares; 2025Q4: 17,478 shares; 2026Q1: 40,306 shares 40,306 $7.91M 0.3% +22,828 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: 30,169 shares; 2024Q4: 16,766 shares; 2025Q1: 14,732 shares; 2025Q2: 15,282 shares; 2025Q3: 15,373 shares; 2025Q4: 17,600 shares; 2026Q1: 31,555 shares 31,555 $7.71M 0.29% +13,955 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: 64,512 shares; 2024Q4: 65,818 shares; 2025Q1: 66,818 shares; 2025Q2: 68,253 shares; 2025Q3: 67,719 shares; 2025Q4: 66,907 shares; 2026Q1: 66,814 shares 66,814 $7.68M 0.29% -93 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: 18,721 shares; 2024Q4: 12,958 shares; 2025Q1: 12,855 shares; 2025Q2: 12,701 shares; 2025Q3: 12,713 shares; 2025Q4: 12,646 shares; 2026Q1: 23,104 shares 23,104 $7.6M 0.29% +10,458 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,099 shares; 2024Q4: 5,035 shares; 2025Q1: 4,953 shares; 2025Q2: 4,967 shares; 2025Q3: 4,966 shares; 2025Q4: 77,824 shares; 2026Q1: 85,035 shares 85,035 $7.52M 0.29% +7,211 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: 68,176 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,117 shares; 2025Q4: 51,359 shares; 2026Q1: 254,923 shares 254,923 $7.43M 0.28% +203,564 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: 4,790 shares; 2024Q4: 4,613 shares; 2025Q1: 5,074 shares; 2025Q2: 5,095 shares; 2025Q3: 5,547 shares; 2025Q4: 53,790 shares; 2026Q1: 74,925 shares 74,925 $7.2M 0.27% +21,135 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: 58,860 shares; 2024Q4: 53,104 shares; 2025Q1: 51,883 shares; 2025Q2: 50,570 shares; 2025Q3: 47,235 shares; 2025Q4: 97,039 shares; 2026Q1: 116,172 shares 116,172 $7.12M 0.27% +19,133 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: 27,372 shares; 2026Q1: 152,757 shares 152,757 $7.07M 0.27% +125,385 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: 35,208 shares; 2024Q4: 34,925 shares; 2025Q1: 34,629 shares; 2025Q2: 36,071 shares; 2025Q3: 36,064 shares; 2025Q4: 36,141 shares; 2026Q1: 49,251 shares 49,251 $7.01M 0.27% +13,110 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: 46,851 shares; 2024Q4: 50,171 shares; 2025Q1: 59,955 shares; 2025Q2: 58,485 shares; 2025Q3: 57,817 shares; 2025Q4: 74,251 shares; 2026Q1: 75,105 shares 75,105 $6.97M 0.27% +854 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: 42,555 shares; 2024Q4: 42,710 shares; 2025Q1: 45,309 shares; 2025Q2: 43,328 shares; 2025Q3: 29,854 shares; 2025Q4: 29,222 shares; 2026Q1: 42,817 shares 42,817 $6.92M 0.26% +13,595 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: 20,000 shares; 2024Q4: 18,097 shares; 2025Q1: 18,082 shares; 2025Q2: 18,225 shares; 2025Q3: 18,678 shares; 2025Q4: 18,716 shares; 2026Q1: 21,707 shares 21,707 $6.75M 0.26% +2,991 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,841 shares; 2024Q4: 34,410 shares; 2025Q1: 35,738 shares; 2025Q2: 50,277 shares; 2025Q3: 54,420 shares; 2025Q4: 50,646 shares; 2026Q1: 60,263 shares 60,263 $6.68M 0.25% +9,617 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,584 shares; 2024Q4: 12,340 shares; 2025Q1: 12,225 shares; 2025Q2: 12,760 shares; 2025Q3: 12,539 shares; 2025Q4: 13,725 shares; 2026Q1: 17,376 shares 17,376 $6.66M 0.25% +3,651 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: 15,436 shares; 2024Q4: 12,967 shares; 2025Q1: 14,033 shares; 2025Q2: 14,031 shares; 2025Q3: 14,308 shares; 2025Q4: 15,542 shares; 2026Q1: 29,467 shares 29,467 $6.56M 0.25% +13,925 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,935 shares; 2024Q4: 14,205 shares; 2025Q1: 16,262 shares; 2025Q2: 21,371 shares; 2025Q3: 28,746 shares; 2025Q4: 27,847 shares; 2026Q1: 163,006 shares 163,006 $6.54M 0.25% +135,159 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: 71,735 shares; 2024Q4: 71,228 shares; 2025Q1: 73,324 shares; 2025Q2: 66,954 shares; 2025Q3: 70,347 shares; 2025Q4: 65,332 shares; 2026Q1: 71,769 shares 71,769 $6.5M 0.25% +6,437 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: 36,340 shares; 2024Q4: 32,758 shares; 2025Q1: 32,518 shares; 2025Q2: 33,237 shares; 2025Q3: 32,534 shares; 2025Q4: 39,172 shares; 2026Q1: 44,637 shares 44,637 $6.45M 0.25% +5,465 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: 70,976 shares; 2024Q4: 54,374 shares; 2025Q1: 55,569 shares; 2025Q2: 65,278 shares; 2025Q3: 65,932 shares; 2025Q4: 67,067 shares; 2026Q1: 136,744 shares 136,744 $6.41M 0.24% +69,677 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: 85,364 shares; 2024Q4: 125,629 shares; 2025Q1: 121,849 shares; 2025Q2: 122,113 shares; 2025Q3: 117,114 shares; 2025Q4: 122,945 shares; 2026Q1: 249,040 shares 249,040 $6.39M 0.24% +126,095 Timeline IDEQ 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: not reported; 2026Q1: 200,469 shares 200,469 $6.36M 0.24% new Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,047 shares; 2024Q4: 118,585 shares; 2025Q1: 126,091 shares; 2025Q2: 110,942 shares; 2025Q3: 138,640 shares; 2025Q4: 152,161 shares; 2026Q1: 189,434 shares 189,434 $6.35M 0.24% +37,273 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: 11,064 shares; 2024Q4: 10,271 shares; 2025Q1: 10,359 shares; 2025Q2: 10,147 shares; 2025Q3: 10,274 shares; 2025Q4: 10,299 shares; 2026Q1: 12,616 shares 12,616 $6.3M 0.24% +2,317 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: 78,073 shares; 2024Q4: 161,609 shares; 2025Q1: 161,626 shares; 2025Q2: 136,499 shares; 2025Q3: 143,746 shares; 2025Q4: 129,635 shares; 2026Q1: 201,072 shares 201,072 $6.17M 0.24% +71,437 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,486 shares; 2024Q4: 29,908 shares; 2025Q1: 32,887 shares; 2025Q2: 35,884 shares; 2025Q3: 38,217 shares; 2025Q4: 53,091 shares; 2026Q1: 55,593 shares 55,593 $6.16M 0.23% +2,502 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: 29,430 shares; 2024Q4: 17,360 shares; 2025Q1: 16,984 shares; 2025Q2: 17,426 shares; 2025Q3: 16,372 shares; 2025Q4: 16,887 shares; 2026Q1: 29,135 shares 29,135 $6.03M 0.23% +12,248 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,511 shares; 2024Q4: 78,020 shares; 2025Q1: 126,650 shares; 2025Q2: 105,829 shares; 2025Q3: 112,720 shares; 2025Q4: 125,762 shares; 2026Q1: 154,893 shares 154,893 $5.95M 0.23% +29,131 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: 77,613 shares; 2024Q4: 38,901 shares; 2025Q1: 38,171 shares; 2025Q2: 35,852 shares; 2025Q3: 47,506 shares; 2025Q4: 47,580 shares; 2026Q1: 76,372 shares 76,372 $5.93M 0.23% +28,792 Timeline SPTI 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: 100,506 shares; 2024Q4: 126,746 shares; 2025Q1: 135,832 shares; 2025Q2: 176,901 shares; 2025Q3: 176,338 shares; 2025Q4: 210,069 shares; 2026Q1: 205,928 shares 205,928 $5.9M 0.22% -4,141 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,331 shares; 2024Q4: 9,849 shares; 2025Q1: 9,756 shares; 2025Q2: 10,016 shares; 2025Q3: 11,198 shares; 2025Q4: 29,935 shares; 2026Q1: 26,860 shares 26,860 $5.88M 0.22% -3,075 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: 51,415 shares; 2024Q4: 24,437 shares; 2025Q1: 26,280 shares; 2025Q2: 28,043 shares; 2025Q3: 30,973 shares; 2025Q4: 53,737 shares; 2026Q1: 84,126 shares 84,126 $5.87M 0.22% +30,389 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: 45,993 shares; 2024Q4: 50,523 shares; 2025Q1: 48,353 shares; 2025Q2: 47,281 shares; 2025Q3: 23,527 shares; 2025Q4: 29,147 shares; 2026Q1: 46,325 shares 46,325 $5.76M 0.22% +17,178 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: 104,631 shares; 2024Q4: 46,243 shares; 2025Q1: 45,921 shares; 2025Q2: 48,704 shares; 2025Q3: 55,963 shares; 2025Q4: 56,341 shares; 2026Q1: 113,719 shares 113,719 $5.71M 0.22% +57,378 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,524 shares; 2024Q4: 137,622 shares; 2025Q1: 120,082 shares; 2025Q2: 119,877 shares; 2025Q3: 138,815 shares; 2025Q4: 145,945 shares; 2026Q1: 144,113 shares 144,113 $5.6M 0.21% -1,832 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: 12,721 shares; 2024Q4: 12,844 shares; 2025Q1: 13,357 shares; 2025Q2: 14,041 shares; 2025Q3: 14,095 shares; 2025Q4: 14,344 shares; 2026Q1: 19,591 shares 19,591 $5.56M 0.21% +5,247 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: 93,442 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 96,678 shares 96,678 $5.48M 0.21% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,612 shares; 2024Q4: 38,144 shares; 2025Q1: 39,200 shares; 2025Q2: 43,316 shares; 2025Q3: 62,137 shares; 2025Q4: 68,482 shares; 2026Q1: 106,744 shares 106,744 $5.4M 0.21% +38,262 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,514 shares; 2024Q4: 42,459 shares; 2025Q1: 48,791 shares; 2025Q2: 48,106 shares; 2025Q3: 48,893 shares; 2025Q4: 50,965 shares; 2026Q1: 55,168 shares 55,168 $5.36M 0.2% +4,203 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: 66,085 shares; 2024Q4: 44,037 shares; 2025Q1: 42,200 shares; 2025Q2: 41,915 shares; 2025Q3: 42,986 shares; 2025Q4: 48,752 shares; 2026Q1: 70,192 shares 70,192 $5.34M 0.2% +21,440 Timeline RECS 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: 62,552 shares; 2024Q4: 97,539 shares; 2025Q1: 106,944 shares; 2025Q2: 110,174 shares; 2025Q3: 121,142 shares; 2025Q4: 133,938 shares; 2026Q1: 136,806 shares 136,806 $5.33M 0.2% +2,868 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: 7,014 shares; 2024Q4: 4,376 shares; 2025Q1: 4,500 shares; 2025Q2: 4,166 shares; 2025Q3: 4,092 shares; 2025Q4: 4,435 shares; 2026Q1: 7,366 shares 7,366 $5.22M 0.2% +2,931 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: 58,461 shares; 2024Q4: 63,138 shares; 2025Q1: 63,619 shares; 2025Q2: 64,640 shares; 2025Q3: 65,632 shares; 2025Q4: 67,976 shares; 2026Q1: 69,041 shares 69,041 $5.19M 0.2% +1,065 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: 40,020 shares; 2024Q4: 41,314 shares; 2025Q1: 43,706 shares; 2025Q2: 43,353 shares; 2025Q3: 46,926 shares; 2025Q4: 57,065 shares; 2026Q1: 72,950 shares 72,950 $5.12M 0.2% +15,885 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,366 shares; 2024Q4: 115,606 shares; 2025Q1: 111,024 shares; 2025Q2: 108,441 shares; 2025Q3: 105,652 shares; 2025Q4: 119,872 shares; 2026Q1: 108,184 shares 108,184 $5.09M 0.19% -11,688 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,161 shares; 2024Q4: 3,990 shares; 2025Q1: 3,706 shares; 2025Q2: 54,548 shares; 2025Q3: 56,015 shares; 2025Q4: 55,408 shares; 2026Q1: 54,592 shares 54,592 $5.04M 0.19% -816 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,007 shares; 2025Q1: 2,291 shares; 2025Q2: 2,585 shares; 2025Q3: 2,858 shares; 2025Q4: 3,147 shares; 2026Q1: 5,211 shares 5,211 $5.01M 0.19% +2,064 Timeline QGRW 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: 11,255 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,689 shares; 2025Q3: 9,593 shares; 2025Q4: 14,955 shares; 2026Q1: 91,929 shares 91,929 $4.91M 0.19% +76,974 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: 29,111 shares; 2024Q4: 13,952 shares; 2025Q1: 13,890 shares; 2025Q2: 15,235 shares; 2025Q3: 17,692 shares; 2025Q4: 20,682 shares; 2026Q1: 38,101 shares 38,101 $4.91M 0.19% +17,419 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: 2,724 shares; 2024Q4: 2,849 shares; 2025Q1: 3,603 shares; 2025Q2: 3,922 shares; 2025Q3: 4,567 shares; 2025Q4: 4,619 shares; 2026Q1: 5,615 shares 5,615 $4.9M 0.19% +996 Timeline FNX 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: 21,770 shares; 2024Q4: 34,369 shares; 2025Q1: 35,078 shares; 2025Q2: 36,555 shares; 2025Q3: 37,154 shares; 2025Q4: 36,820 shares; 2026Q1: 37,693 shares 37,693 $4.83M 0.18% +873 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: 81,944 shares; 2024Q4: 82,828 shares; 2025Q1: 85,123 shares; 2025Q2: 90,319 shares; 2025Q3: 91,277 shares; 2025Q4: 91,247 shares; 2026Q1: 97,332 shares 97,332 $4.74M 0.18% +6,085 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: 96,958 shares; 2024Q4: 92,144 shares; 2025Q1: 93,198 shares; 2025Q2: 93,066 shares; 2025Q3: 90,368 shares; 2025Q4: 90,454 shares; 2026Q1: 88,993 shares 88,993 $4.65M 0.18% -1,461 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,381 shares; 2024Q4: 20,104 shares; 2025Q1: 32,726 shares; 2025Q2: 40,534 shares; 2025Q3: 100,648 shares; 2025Q4: 100,046 shares; 2026Q1: 96,003 shares 96,003 $4.62M 0.18% -4,043 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,523 shares; 2024Q4: not reported; 2025Q1: 7,663 shares; 2025Q2: 10,297 shares; 2025Q3: 20,415 shares; 2025Q4: 24,445 shares; 2026Q1: 48,789 shares 48,789 $4.62M 0.18% +24,344 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,509 shares; 2025Q1: 58,772 shares; 2025Q2: 71,894 shares; 2025Q3: 74,900 shares; 2025Q4: 88,358 shares; 2026Q1: 173,183 shares 173,183 $4.54M 0.17% +84,825 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: 4,539 shares; 2024Q4: 3,504 shares; 2025Q1: 4,314 shares; 2025Q2: 5,738 shares; 2025Q3: 4,923 shares; 2025Q4: 5,341 shares; 2026Q1: 9,820 shares 9,820 $4.53M 0.17% +4,479 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 93,451 shares; 2026Q1: 95,271 shares 95,271 $4.51M 0.17% +1,820 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 309,844 shares; 2024Q4: 299,305 shares; 2025Q1: 294,327 shares; 2025Q2: 286,378 shares; 2025Q3: 280,901 shares; 2025Q4: 273,749 shares; 2026Q1: 249,857 shares 249,857 $4.43M 0.17% -23,892 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,490 shares; 2024Q4: 11,930 shares; 2025Q1: 12,011 shares; 2025Q2: 11,743 shares; 2025Q3: 12,345 shares; 2025Q4: 14,453 shares; 2026Q1: 18,263 shares 18,263 $4.38M 0.17% +3,810 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: 38,081 shares; 2025Q2: 37,959 shares; 2025Q3: 38,819 shares; 2025Q4: 48,205 shares; 2026Q1: 61,050 shares 61,050 $4.38M 0.17% +12,845 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,532 shares; 2024Q4: 86,396 shares; 2025Q1: 195,727 shares; 2025Q2: 109,247 shares; 2025Q3: 94,919 shares; 2025Q4: 101,365 shares; 2026Q1: 85,600 shares 85,600 $4.31M 0.16% -15,765 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: 7,625 shares; 2024Q4: 7,702 shares; 2025Q1: 9,237 shares; 2025Q2: 8,449 shares; 2025Q3: 8,465 shares; 2025Q4: 9,215 shares; 2026Q1: 9,209 shares 9,209 $4.27M 0.16% -6 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,696 shares; 2024Q4: 121,950 shares; 2025Q1: 136,583 shares; 2025Q2: 173,723 shares; 2025Q3: 174,409 shares; 2025Q4: 192,914 shares; 2026Q1: 189,261 shares 189,261 $4.24M 0.16% -3,653 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: 21,642 shares; 2024Q4: 13,944 shares; 2025Q1: 11,009 shares; 2025Q2: 11,546 shares; 2025Q3: 11,958 shares; 2025Q4: 38,188 shares; 2026Q1: 42,580 shares 42,580 $4.23M 0.16% +4,392 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: 16,776 shares; 2024Q4: 11,955 shares; 2025Q1: 11,523 shares; 2025Q2: 11,523 shares; 2025Q3: 11,366 shares; 2025Q4: 11,472 shares; 2026Q1: 16,969 shares 16,969 $4.21M 0.16% +5,497 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,340 shares; 2024Q4: 59,105 shares; 2025Q1: 51,177 shares; 2025Q2: 56,115 shares; 2025Q3: 125,794 shares; 2025Q4: 91,316 shares; 2026Q1: 102,797 shares 102,797 $4.2M 0.16% +11,481 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: 6,998 shares; 2024Q4: 3,616 shares; 2025Q1: 3,617 shares; 2025Q2: 3,877 shares; 2025Q3: 4,725 shares; 2025Q4: 5,722 shares; 2026Q1: 11,675 shares 11,675 $4.18M 0.16% +5,953 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,995 shares; 2024Q4: 15,417 shares; 2025Q1: 15,682 shares; 2025Q2: 17,414 shares; 2025Q3: 19,556 shares; 2025Q4: 19,708 shares; 2026Q1: 92,692 shares 92,692 $4.15M 0.16% +72,984 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,566 shares; 2024Q4: 21,635 shares; 2025Q1: 21,186 shares; 2025Q2: 24,922 shares; 2025Q3: 25,390 shares; 2025Q4: 25,812 shares; 2026Q1: 30,229 shares 30,229 $4.11M 0.16% +4,417 Timeline JQUA 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: 52,062 shares; 2024Q4: 59,363 shares; 2025Q1: 63,139 shares; 2025Q2: 64,975 shares; 2025Q3: 64,639 shares; 2025Q4: 67,277 shares; 2026Q1: 67,004 shares 67,004 $4.11M 0.16% -273 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: 19,612 shares; 2024Q4: 17,182 shares; 2025Q1: 17,382 shares; 2025Q2: 19,080 shares; 2025Q3: 20,407 shares; 2025Q4: 68,207 shares; 2026Q1: 59,855 shares 59,855 $4.08M 0.16% -8,352 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: 29,176 shares; 2024Q4: 28,722 shares; 2025Q1: 21,008 shares; 2025Q2: 11,986 shares; 2025Q3: 11,260 shares; 2025Q4: 14,145 shares; 2026Q1: 19,107 shares 19,107 $3.89M 0.15% +4,962 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: 50,744 shares; 2024Q4: 48,370 shares; 2025Q1: 50,731 shares; 2025Q2: 16,621 shares; 2025Q3: 16,525 shares; 2025Q4: 16,298 shares; 2026Q1: 18,389 shares 18,389 $3.88M 0.15% +2,091 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: 9,392 shares; 2024Q4: 10,748 shares; 2025Q1: 9,812 shares; 2025Q2: 9,620 shares; 2025Q3: 10,430 shares; 2025Q4: 10,109 shares; 2026Q1: 9,935 shares 9,935 $3.88M 0.15% -174 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,639 shares; 2025Q3: 41,611 shares; 2025Q4: 58,041 shares; 2026Q1: 58,553 shares 58,553 $3.86M 0.15% +512 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: 10,273 shares; 2024Q4: 8,662 shares; 2025Q1: 8,672 shares; 2025Q2: 8,682 shares; 2025Q3: 18,752 shares; 2025Q4: 40,031 shares; 2026Q1: 78,000 shares 78,000 $3.86M 0.15% +37,969 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: 84,152 shares; 2024Q4: 41,721 shares; 2025Q1: 39,022 shares; 2025Q2: 43,236 shares; 2025Q3: 46,002 shares; 2025Q4: 50,056 shares; 2026Q1: 84,506 shares 84,506 $3.85M 0.15% +34,450 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: 28,721 shares; 2024Q4: 21,418 shares; 2025Q1: 20,548 shares; 2025Q2: 19,517 shares; 2025Q3: 19,668 shares; 2025Q4: 22,239 shares; 2026Q1: 31,978 shares 31,978 $3.85M 0.15% +9,739 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: 35,409 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,381 shares; 2026Q1: 144,457 shares 144,457 $3.84M 0.15% +136,076 Timeline TRFK 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: 7,488 shares; 2025Q3: 42,972 shares; 2025Q4: 62,082 shares; 2026Q1: 61,258 shares 61,258 $3.81M 0.15% -824 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,165 shares; 2024Q4: 130,100 shares; 2025Q1: 136,125 shares; 2025Q2: 122,245 shares; 2025Q3: 122,399 shares; 2025Q4: 127,073 shares; 2026Q1: 167,656 shares 167,656 $3.75M 0.14% +40,583 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,311 shares; 2026Q1: 125,832 shares 125,832 $3.74M 0.14% +89,521 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: 76,060 shares; 2024Q4: 63,626 shares; 2025Q1: 63,523 shares; 2025Q2: 51,864 shares; 2025Q3: 43,855 shares; 2025Q4: 42,648 shares; 2026Q1: 38,551 shares 38,551 $3.73M 0.14% -4,097 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: 11,760 shares; 2024Q4: 8,447 shares; 2025Q1: 8,556 shares; 2025Q2: 8,855 shares; 2025Q3: 8,542 shares; 2025Q4: 8,537 shares; 2026Q1: 13,769 shares 13,769 $3.73M 0.14% +5,232 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 804 shares; 2025Q2: 805 shares; 2025Q3: 871 shares; 2025Q4: 815 shares; 2026Q1: 12,488 shares 12,488 $3.69M 0.14% +11,673 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: 17,833 shares; 2024Q4: 15,862 shares; 2025Q1: 15,759 shares; 2025Q2: 15,538 shares; 2025Q3: 15,609 shares; 2025Q4: 15,769 shares; 2026Q1: 17,232 shares 17,232 $3.68M 0.14% +1,463 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 154,387 shares; 2026Q1: 150,731 shares 150,731 $3.68M 0.14% -3,656 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: 25,448 shares; 2024Q4: 23,608 shares; 2025Q1: 21,699 shares; 2025Q2: 22,161 shares; 2025Q3: 22,293 shares; 2025Q4: 22,895 shares; 2026Q1: 22,993 shares 22,993 $3.67M 0.14% +98 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,846 shares; 2024Q4: 4,732 shares; 2025Q1: 4,638 shares; 2025Q2: 4,643 shares; 2025Q3: 4,371 shares; 2025Q4: 10,193 shares; 2026Q1: 72,629 shares 72,629 $3.62M 0.14% +62,436 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: 14,611 shares; 2024Q4: 14,293 shares; 2025Q1: 14,444 shares; 2025Q2: 14,922 shares; 2025Q3: 15,570 shares; 2025Q4: 16,731 shares; 2026Q1: 20,460 shares 20,460 $3.6M 0.14% +3,729 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: 8,853 shares; 2024Q4: 3,516 shares; 2025Q1: 3,817 shares; 2025Q2: 4,123 shares; 2025Q3: 4,164 shares; 2025Q4: 4,297 shares; 2026Q1: 10,207 shares 10,207 $3.59M 0.14% +5,910 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,715 shares; 2024Q4: 23,070 shares; 2025Q1: 25,875 shares; 2025Q2: 27,895 shares; 2025Q3: 22,500 shares; 2025Q4: 33,505 shares; 2026Q1: 36,069 shares 36,069 $3.59M 0.14% +2,564 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,392 shares; 2024Q4: 12,557 shares; 2025Q1: 13,092 shares; 2025Q2: 13,307 shares; 2025Q3: 14,137 shares; 2025Q4: 15,615 shares; 2026Q1: 18,497 shares 18,497 $3.57M 0.14% +2,882 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,579 shares; 2024Q4: 86,464 shares; 2025Q1: 102,858 shares; 2025Q2: 107,262 shares; 2025Q3: 115,805 shares; 2025Q4: 121,364 shares; 2026Q1: 135,369 shares 135,369 $3.55M 0.14% +14,005 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,915 shares; 2024Q4: 33,315 shares; 2025Q1: 31,706 shares; 2025Q2: 31,065 shares; 2025Q3: 22,073 shares; 2025Q4: 26,248 shares; 2026Q1: 37,980 shares 37,980 $3.53M 0.13% +11,732 Timeline FYX 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: 18,136 shares; 2024Q4: 26,479 shares; 2025Q1: 27,038 shares; 2025Q2: 27,752 shares; 2025Q3: 28,343 shares; 2025Q4: 27,443 shares; 2026Q1: 29,514 shares 29,514 $3.52M 0.13% +2,071 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,603 shares; 2024Q4: 6,380 shares; 2025Q1: 4,139 shares; 2025Q2: 4,710 shares; 2025Q3: 3,658 shares; 2025Q4: 3,847 shares; 2026Q1: 45,635 shares 45,635 $3.52M 0.13% +41,788 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,429 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,622 shares; 2026Q1: 42,415 shares 42,415 $3.5M 0.13% +34,793 Timeline FMBH FIRST MID BANCSHARES INC More: the full row for FIRST MID BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,964 shares; 2024Q4: 84,964 shares; 2025Q1: 84,964 shares; 2025Q2: 84,964 shares; 2025Q3: 84,964 shares; 2025Q4: 84,964 shares; 2026Q1: 84,964 shares 84,964 $3.5M 0.13% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,767 shares; 2024Q4: 28,596 shares; 2025Q1: 27,198 shares; 2025Q2: 24,964 shares; 2025Q3: 24,975 shares; 2025Q4: 21,541 shares; 2026Q1: 22,524 shares 22,524 $3.49M 0.13% +983 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,556 shares; 2025Q3: 107,920 shares; 2025Q4: 110,977 shares; 2026Q1: 114,544 shares 114,544 $3.46M 0.13% +3,567 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,991 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,095 shares; 2025Q3: 6,853 shares; 2025Q4: 8,122 shares; 2026Q1: 7,537 shares 7,537 $3.43M 0.13% -585 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,658 shares 1,658 $3.42M 0.13% new Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,389 shares; 2025Q1: 8,547 shares; 2025Q2: 19,892 shares; 2025Q3: 24,531 shares; 2025Q4: 37,130 shares; 2026Q1: 36,791 shares 36,791 $3.41M 0.13% -339 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,297 shares; 2024Q4: 25,556 shares; 2025Q1: 25,216 shares; 2025Q2: 24,239 shares; 2025Q3: 24,453 shares; 2025Q4: 22,884 shares; 2026Q1: 20,139 shares 20,139 $3.41M 0.13% -2,745 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,865 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,136 shares; 2025Q4: 9,019 shares; 2026Q1: 86,925 shares 86,925 $3.4M 0.13% +77,906 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,898 shares; 2024Q4: 13,473 shares; 2025Q1: 18,880 shares; 2025Q2: 20,124 shares; 2025Q3: 19,977 shares; 2025Q4: 44,570 shares; 2026Q1: 121,637 shares 121,637 $3.39M 0.13% +77,067 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,505 shares; 2024Q4: 21,483 shares; 2025Q1: 21,215 shares; 2025Q2: 20,403 shares; 2025Q3: 16,439 shares; 2025Q4: 18,659 shares; 2026Q1: 25,599 shares 25,599 $3.38M 0.13% +6,940 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,718 shares; 2024Q4: 20,686 shares; 2025Q1: 20,430 shares; 2025Q2: 20,128 shares; 2025Q3: 20,503 shares; 2025Q4: 21,371 shares; 2026Q1: 23,133 shares 23,133 $3.38M 0.13% +1,762 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: 4,879 shares; 2024Q4: 3,605 shares; 2025Q1: 4,355 shares; 2025Q2: 4,340 shares; 2025Q3: 4,337 shares; 2025Q4: 4,379 shares; 2026Q1: 5,554 shares 5,554 $3.36M 0.13% +1,175 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,896 shares; 2024Q4: 6,043 shares; 2025Q1: 6,164 shares; 2025Q2: 6,073 shares; 2025Q3: 5,950 shares; 2025Q4: 6,185 shares; 2026Q1: 6,747 shares 6,747 $3.34M 0.13% +562 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: 63,672 shares; 2024Q4: 52,768 shares; 2025Q1: 60,804 shares; 2025Q2: 61,510 shares; 2025Q3: 61,708 shares; 2025Q4: 64,055 shares; 2026Q1: 72,177 shares 72,177 $3.33M 0.13% +8,122 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: 109,566 shares; 2024Q4: 97,466 shares; 2025Q1: 95,143 shares; 2025Q2: 101,278 shares; 2025Q3: 100,681 shares; 2025Q4: 100,354 shares; 2026Q1: 114,867 shares 114,867 $3.33M 0.13% +14,513 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: 6,723 shares; 2024Q4: 7,201 shares; 2025Q1: 14,662 shares; 2025Q2: 25,516 shares; 2025Q3: 42,150 shares; 2025Q4: 41,618 shares; 2026Q1: 45,949 shares 45,949 $3.31M 0.13% +4,331 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,215 shares; 2025Q1: 20,071 shares; 2025Q2: 37,738 shares; 2025Q3: 39,800 shares; 2025Q4: 42,464 shares; 2026Q1: 104,598 shares 104,598 $3.3M 0.13% +62,134 Timeline SPDV 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: 80,879 shares; 2026Q1: 88,458 shares 88,458 $3.29M 0.13% +7,579 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,646 shares 35,646 $3.29M 0.13% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,754 shares; 2024Q4: 12,444 shares; 2025Q1: 12,984 shares; 2025Q2: 12,998 shares; 2025Q3: 14,526 shares; 2025Q4: 15,380 shares; 2026Q1: 20,454 shares 20,454 $3.28M 0.12% +5,074 Timeline PTNQ 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: 43,087 shares; 2024Q4: 42,607 shares; 2025Q1: 44,038 shares; 2025Q2: 37,729 shares; 2025Q3: 36,869 shares; 2025Q4: 44,208 shares; 2026Q1: 44,571 shares 44,571 $3.25M 0.12% +363 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,534 shares; 2025Q4: 50,127 shares; 2026Q1: 98,589 shares 98,589 $3.25M 0.12% +48,462 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,956 shares; 2025Q3: 30,276 shares; 2025Q4: 33,304 shares; 2026Q1: 61,476 shares 61,476 $3.24M 0.12% +28,172 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,868 shares; 2024Q4: 26,440 shares; 2025Q1: 26,265 shares; 2025Q2: 23,470 shares; 2025Q3: 22,949 shares; 2025Q4: 21,756 shares; 2026Q1: 21,389 shares 21,389 $3.24M 0.12% -367 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: 3,422 shares; 2025Q3: 19,240 shares; 2025Q4: 23,942 shares; 2026Q1: 30,131 shares 30,131 $3.23M 0.12% +6,189 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,120 shares; 2024Q4: 104,818 shares; 2025Q1: 90,337 shares; 2025Q2: 86,891 shares; 2025Q3: 89,849 shares; 2025Q4: 94,968 shares; 2026Q1: 94,712 shares 94,712 $3.22M 0.12% -256 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: 6,099 shares; 2024Q4: 7,466 shares; 2025Q1: 8,089 shares; 2025Q2: 7,911 shares; 2025Q3: 8,235 shares; 2025Q4: 13,152 shares; 2026Q1: 19,258 shares 19,258 $3.19M 0.12% +6,106 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: 3,151 shares; 2024Q4: 940 shares; 2025Q1: 1,493 shares; 2025Q2: 1,869 shares; 2025Q3: 2,305 shares; 2025Q4: 3,036 shares; 2026Q1: 4,675 shares 4,675 $3.19M 0.12% +1,639 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,211 shares; 2024Q4: 26,158 shares; 2025Q1: 26,932 shares; 2025Q2: 27,382 shares; 2025Q3: 26,394 shares; 2025Q4: 31,775 shares; 2026Q1: 38,572 shares 38,572 $3.16M 0.12% +6,797 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: 11,149 shares; 2024Q4: 11,139 shares; 2025Q1: 11,056 shares; 2025Q2: 10,878 shares; 2025Q3: 10,917 shares; 2025Q4: 10,682 shares; 2026Q1: 10,372 shares 10,372 $3.14M 0.12% -310 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: 26,339 shares; 2024Q4: 22,033 shares; 2025Q1: 22,558 shares; 2025Q2: 23,553 shares; 2025Q3: 14,547 shares; 2025Q4: 13,636 shares; 2026Q1: 17,175 shares 17,175 $3.12M 0.12% +3,539 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: 46,689 shares; 2024Q4: 40,063 shares; 2025Q1: 42,748 shares; 2025Q2: 40,820 shares; 2025Q3: 42,578 shares; 2025Q4: 40,646 shares; 2026Q1: 42,366 shares 42,366 $3.1M 0.12% +1,720 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: 101,042 shares; 2025Q3: 103,611 shares; 2025Q4: 159,380 shares; 2026Q1: 55,526 shares 55,526 $3.03M 0.12% -103,854 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,579 shares; 2024Q4: 3,048 shares; 2025Q1: 3,104 shares; 2025Q2: 3,235 shares; 2025Q3: 3,303 shares; 2025Q4: 3,403 shares; 2026Q1: 3,379 shares 3,379 $3.02M 0.12% -24 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: 57,390 shares; 2026Q1: 66,716 shares 66,716 $2.98M 0.11% +9,326 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,116 shares; 2024Q4: 22,890 shares; 2025Q1: 20,864 shares; 2025Q2: 20,569 shares; 2025Q3: 20,427 shares; 2025Q4: 18,707 shares; 2026Q1: 18,672 shares 18,672 $2.97M 0.11% -35 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,667 shares; 2024Q4: 25,509 shares; 2025Q1: 23,981 shares; 2025Q2: 27,160 shares; 2025Q3: 28,922 shares; 2025Q4: 30,562 shares; 2026Q1: 31,740 shares 31,740 $2.96M 0.11% +1,178 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: 27,588 shares; 2024Q4: 33,044 shares; 2025Q1: 21,920 shares; 2025Q2: 22,261 shares; 2025Q3: 22,470 shares; 2025Q4: 24,377 shares; 2026Q1: 26,101 shares 26,101 $2.95M 0.11% +1,724 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,499 shares; 2024Q4: 1,454 shares; 2025Q1: 1,555 shares; 2025Q2: 1,453 shares; 2025Q3: 1,446 shares; 2025Q4: 16,028 shares; 2026Q1: 14,841 shares 14,841 $2.94M 0.11% -1,187 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: 8,527 shares; 2024Q4: 8,080 shares; 2025Q1: 8,068 shares; 2025Q2: 8,473 shares; 2025Q3: 8,451 shares; 2025Q4: 8,429 shares; 2026Q1: 9,716 shares 9,716 $2.94M 0.11% +1,287 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,765 shares; 2024Q4: 3,910 shares; 2025Q1: 4,084 shares; 2025Q2: 4,251 shares; 2025Q3: 4,418 shares; 2025Q4: 29,987 shares; 2026Q1: 30,641 shares 30,641 $2.92M 0.11% +654 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: 4,643 shares; 2024Q4: 2,753 shares; 2025Q1: 2,926 shares; 2025Q2: 2,692 shares; 2025Q3: 3,390 shares; 2025Q4: 4,494 shares; 2026Q1: 5,918 shares 5,918 $2.91M 0.11% +1,424 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: 5,068 shares; 2024Q4: 10,109 shares; 2025Q1: 10,269 shares; 2025Q2: 8,735 shares; 2025Q3: 24,654 shares; 2025Q4: 27,291 shares; 2026Q1: 50,371 shares 50,371 $2.88M 0.11% +23,080 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,562 shares; 2024Q4: 14,826 shares; 2025Q1: 24,958 shares; 2025Q2: 25,130 shares; 2025Q3: 25,201 shares; 2025Q4: 26,161 shares; 2026Q1: 26,265 shares 26,265 $2.88M 0.11% +104 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: 3,858 shares; 2024Q4: 4,078 shares; 2025Q1: 4,541 shares; 2025Q2: 4,914 shares; 2025Q3: 5,327 shares; 2025Q4: 5,194 shares; 2026Q1: 6,761 shares 6,761 $2.88M 0.11% +1,567 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,863 shares; 2024Q4: 40,782 shares; 2025Q1: 68,765 shares; 2025Q2: 70,261 shares; 2025Q3: 78,148 shares; 2025Q4: 82,981 shares; 2026Q1: 97,252 shares 97,252 $2.87M 0.11% +14,271 Timeline SPSB 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: 20,362 shares; 2024Q4: 35,387 shares; 2025Q1: 42,187 shares; 2025Q2: 42,187 shares; 2025Q3: 61,999 shares; 2025Q4: 72,486 shares; 2026Q1: 95,347 shares 95,347 $2.87M 0.11% +22,861 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,136 shares; 2024Q4: 16,884 shares; 2025Q1: 14,205 shares; 2025Q2: 15,186 shares; 2025Q3: 14,974 shares; 2025Q4: 15,033 shares; 2026Q1: 29,642 shares 29,642 $2.86M 0.11% +14,609 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,855 shares; 2024Q4: 41,080 shares; 2025Q1: 38,652 shares; 2025Q2: 37,991 shares; 2025Q3: 37,860 shares; 2025Q4: 50,563 shares; 2026Q1: 50,011 shares 50,011 $2.81M 0.11% -552 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: 22,787 shares; 2024Q4: 12,709 shares; 2025Q1: 13,261 shares; 2025Q2: 13,490 shares; 2025Q3: 13,613 shares; 2025Q4: 16,374 shares; 2026Q1: 27,294 shares 27,294 $2.8M 0.11% +10,920 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: 24,707 shares; 2024Q4: 19,822 shares; 2025Q1: 19,620 shares; 2025Q2: 16,354 shares; 2025Q3: 21,638 shares; 2025Q4: 22,961 shares; 2026Q1: 50,427 shares 50,427 $2.8M 0.11% +27,466 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,779 shares; 2024Q4: 1,795 shares; 2025Q1: 2,959 shares; 2025Q2: 4,592 shares; 2025Q3: 5,925 shares; 2025Q4: 6,378 shares; 2026Q1: 8,493 shares 8,493 $2.79M 0.11% +2,115 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: 30,629 shares; 2024Q4: 30,615 shares; 2025Q1: 28,588 shares; 2025Q2: 27,267 shares; 2025Q3: 27,267 shares; 2025Q4: 25,763 shares; 2026Q1: 27,738 shares 27,738 $2.77M 0.11% +1,975 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,380 shares; 2024Q4: 4,498 shares; 2025Q1: 4,259 shares; 2025Q2: 4,093 shares; 2025Q3: 4,100 shares; 2025Q4: 4,376 shares; 2026Q1: 15,202 shares 15,202 $2.77M 0.11% +10,826 Timeline IG PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,773 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 134,126 shares 134,126 $2.77M 0.11% new Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,860 shares; 2024Q4: 36,501 shares; 2025Q1: 23,639 shares; 2025Q2: 21,463 shares; 2025Q3: 20,029 shares; 2025Q4: 18,772 shares; 2026Q1: 17,950 shares 17,950 $2.77M 0.11% -822 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,918 shares; 2024Q4: 11,314 shares; 2025Q1: 12,050 shares; 2025Q2: 11,643 shares; 2025Q3: 9,752 shares; 2025Q4: 9,864 shares; 2026Q1: 14,663 shares 14,663 $2.74M 0.1% +4,799 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: 16,913 shares; 2024Q4: 6,097 shares; 2025Q1: 6,584 shares; 2025Q2: 7,232 shares; 2025Q3: 6,711 shares; 2025Q4: 7,804 shares; 2026Q1: 11,213 shares 11,213 $2.72M 0.1% +3,409 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,198 shares; 2024Q4: 10,302 shares; 2025Q1: 35,231 shares; 2025Q2: 40,075 shares; 2025Q3: 40,340 shares; 2025Q4: 47,878 shares; 2026Q1: 50,433 shares 50,433 $2.71M 0.1% +2,555 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,642 shares; 2024Q4: 50,588 shares; 2025Q1: 49,336 shares; 2025Q2: 38,350 shares; 2025Q3: 35,620 shares; 2025Q4: 39,156 shares; 2026Q1: 53,000 shares 53,000 $2.69M 0.1% +13,844 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,934 shares; 2025Q3: 10,235 shares; 2025Q4: 11,824 shares; 2026Q1: 20,211 shares 20,211 $2.69M 0.1% +8,387 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,427 shares; 2024Q4: 17,815 shares; 2025Q1: 18,426 shares; 2025Q2: 21,243 shares; 2025Q3: 22,106 shares; 2025Q4: 47,951 shares; 2026Q1: 58,030 shares 58,030 $2.66M 0.1% +10,079 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,384 shares; 2024Q4: 3,703 shares; 2025Q1: 4,732 shares; 2025Q2: 3,954 shares; 2025Q3: 4,004 shares; 2025Q4: 4,671 shares; 2026Q1: 24,092 shares 24,092 $2.66M 0.1% +19,421 Timeline FLRG 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: 54,917 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 72,037 shares 72,037 $2.65M 0.1% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,528 shares; 2024Q4: 10,222 shares; 2025Q1: 10,051 shares; 2025Q2: 9,679 shares; 2025Q3: 9,455 shares; 2025Q4: 11,041 shares; 2026Q1: 33,040 shares 33,040 $2.62M 0.1% +21,999 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,643 shares; 2024Q4: 6,320 shares; 2025Q1: 6,413 shares; 2025Q2: 6,389 shares; 2025Q3: 6,059 shares; 2025Q4: 6,291 shares; 2026Q1: 52,792 shares 52,792 $2.61M 0.1% +46,501 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,273 shares; 2024Q4: 66,743 shares; 2025Q1: 65,058 shares; 2025Q2: 65,158 shares; 2025Q3: 64,053 shares; 2025Q4: 63,290 shares; 2026Q1: 103,898 shares 103,898 $2.61M 0.1% +40,608 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: 42,331 shares; 2024Q4: 43,746 shares; 2025Q1: 41,305 shares; 2025Q2: 39,385 shares; 2025Q3: 34,860 shares; 2025Q4: 49,047 shares; 2026Q1: 41,370 shares 41,370 $2.59M 0.1% -7,677 Timeline HYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,752 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,733 shares; 2025Q4: 24,623 shares; 2026Q1: 69,115 shares 69,115 $2.57M 0.1% +44,492 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: not reported; 2026Q1: 51,964 shares 51,964 $2.57M 0.1% new 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: 10,158 shares; 2024Q4: 4,373 shares; 2025Q1: 3,933 shares; 2025Q2: 3,774 shares; 2025Q3: 3,735 shares; 2025Q4: 3,721 shares; 2026Q1: 10,570 shares 10,570 $2.56M 0.1% +6,849 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,917 shares; 2024Q4: 18,247 shares; 2025Q1: 17,703 shares; 2025Q2: 17,600 shares; 2025Q3: 19,281 shares; 2025Q4: 26,447 shares; 2026Q1: 26,930 shares 26,930 $2.56M 0.1% +483 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,620 shares; 2025Q3: 31,665 shares; 2025Q4: 58,861 shares; 2026Q1: 71,808 shares 71,808 $2.56M 0.1% +12,947 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: 5,064 shares; 2025Q1: 8,944 shares; 2025Q2: 14,724 shares; 2025Q3: 15,593 shares; 2025Q4: 15,665 shares; 2026Q1: 20,702 shares 20,702 $2.54M 0.1% +5,037 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: 13,043 shares; 2024Q4: 10,999 shares; 2025Q1: 11,011 shares; 2025Q2: 12,159 shares; 2025Q3: 10,832 shares; 2025Q4: 13,365 shares; 2026Q1: 16,227 shares 16,227 $2.52M 0.1% +2,862 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,535 shares 53,535 $2.52M 0.1% new Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,130 shares; 2024Q4: 35,160 shares; 2025Q1: 3,485 shares; 2025Q2: 4,003 shares; 2025Q3: 5,582 shares; 2025Q4: 27,753 shares; 2026Q1: 24,327 shares 24,327 $2.51M 0.1% -3,426 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: 5,174 shares; 2025Q1: 30,604 shares; 2025Q2: 31,960 shares; 2025Q3: 33,819 shares; 2025Q4: 34,202 shares; 2026Q1: 33,031 shares 33,031 $2.5M 0.1% -1,171 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,864 shares; 2024Q4: 3,889 shares; 2025Q1: 3,985 shares; 2025Q2: 4,412 shares; 2025Q3: 5,630 shares; 2025Q4: 9,081 shares; 2026Q1: 37,154 shares 37,154 $2.49M 0.09% +28,073 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,625 shares; 2024Q4: 5,271 shares; 2025Q1: 5,143 shares; 2025Q2: 5,485 shares; 2025Q3: 4,885 shares; 2025Q4: 9,079 shares; 2026Q1: 9,461 shares 9,461 $2.48M 0.09% +382 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,365 shares; 2025Q3: 2,988 shares; 2025Q4: 2,922 shares; 2026Q1: 3,351 shares 3,351 $2.47M 0.09% +429 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,519 shares 41,519 $2.47M 0.09% 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: 45,599 shares; 2024Q4: 37,813 shares; 2025Q1: 39,263 shares; 2025Q2: 39,224 shares; 2025Q3: 37,915 shares; 2025Q4: 37,221 shares; 2026Q1: 47,219 shares 47,219 $2.46M 0.09% +9,998 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 154,368 shares; 2026Q1: 147,117 shares 147,117 $2.44M 0.09% -7,251 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,035 shares; 2024Q4: 2,748 shares; 2025Q1: 2,751 shares; 2025Q2: 2,908 shares; 2025Q3: 2,885 shares; 2025Q4: 2,848 shares; 2026Q1: 2,799 shares 2,799 $2.42M 0.09% -49 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,095 shares; 2024Q4: 1,897 shares; 2025Q1: 1,769 shares; 2025Q2: 1,691 shares; 2025Q3: 1,680 shares; 2025Q4: 11,636 shares; 2026Q1: 11,626 shares 11,626 $2.39M 0.09% -10 Timeline INTF ISHARES 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: 7,886 shares; 2025Q4: 60,402 shares; 2026Q1: 61,396 shares 61,396 $2.39M 0.09% +994 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,744 shares; 2025Q4: 38,804 shares; 2026Q1: 47,358 shares 47,358 $2.37M 0.09% +8,554 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,304 shares; 2024Q4: 7,652 shares; 2025Q1: 7,817 shares; 2025Q2: 7,618 shares; 2025Q3: 7,625 shares; 2025Q4: 15,334 shares; 2026Q1: 21,511 shares 21,511 $2.34M 0.09% +6,177 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: 8,053 shares; 2024Q4: 9,241 shares; 2025Q1: 10,768 shares; 2025Q2: 9,590 shares; 2025Q3: 10,271 shares; 2025Q4: 9,588 shares; 2026Q1: 12,188 shares 12,188 $2.34M 0.09% +2,600 Timeline MMTM 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: 9,075 shares; 2024Q4: 9,128 shares; 2025Q1: 9,126 shares; 2025Q2: 8,527 shares; 2025Q3: 8,325 shares; 2025Q4: 8,237 shares; 2026Q1: 8,236 shares 8,236 $2.31M 0.09% -1 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: 3,422 shares; 2024Q4: 1,452 shares; 2025Q1: 1,725 shares; 2025Q2: 1,110 shares; 2025Q3: 1,169 shares; 2025Q4: 1,215 shares; 2026Q1: 2,718 shares 2,718 $2.3M 0.09% +1,503 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,572 shares; 2024Q4: 12,959 shares; 2025Q1: 12,601 shares; 2025Q2: 12,468 shares; 2025Q3: 12,460 shares; 2025Q4: 11,356 shares; 2026Q1: 15,737 shares 15,737 $2.29M 0.09% +4,381 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,191 shares; 2024Q4: 13,581 shares; 2025Q1: 13,129 shares; 2025Q2: 12,370 shares; 2025Q3: 13,725 shares; 2025Q4: 15,513 shares; 2026Q1: 23,582 shares 23,582 $2.28M 0.09% +8,069 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: 29,945 shares; 2024Q4: 29,482 shares; 2025Q1: 29,465 shares; 2025Q2: 29,323 shares; 2025Q3: 29,908 shares; 2025Q4: 30,777 shares; 2026Q1: 34,404 shares 34,404 $2.27M 0.09% +3,627 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: 8,227 shares; 2024Q4: 8,407 shares; 2025Q1: 8,380 shares; 2025Q2: 8,227 shares; 2025Q3: 8,254 shares; 2025Q4: 8,497 shares; 2026Q1: 9,480 shares 9,480 $2.24M 0.09% +983 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,412 shares; 2024Q4: 15,164 shares; 2025Q1: 15,109 shares; 2025Q2: 15,292 shares; 2025Q3: 15,433 shares; 2025Q4: 15,657 shares; 2026Q1: 17,389 shares 17,389 $2.23M 0.08% +1,732 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,400 shares; 2024Q4: 51,111 shares; 2025Q1: 49,059 shares; 2025Q2: 45,850 shares; 2025Q3: 41,156 shares; 2025Q4: 40,046 shares; 2026Q1: 43,971 shares 43,971 $2.23M 0.08% +3,925 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,668 shares; 2024Q4: 25,527 shares; 2025Q1: 25,213 shares; 2025Q2: 23,573 shares; 2025Q3: 26,515 shares; 2025Q4: 31,812 shares; 2026Q1: 30,081 shares 30,081 $2.22M 0.08% -1,731 Timeline HYLS 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: 15,461 shares; 2024Q4: 10,363 shares; 2025Q1: 11,901 shares; 2025Q2: 11,611 shares; 2025Q3: 11,535 shares; 2025Q4: 11,387 shares; 2026Q1: 54,371 shares 54,371 $2.21M 0.08% +42,984 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: 12,084 shares; 2024Q4: 10,420 shares; 2025Q1: 12,464 shares; 2025Q2: 12,985 shares; 2025Q3: 13,803 shares; 2025Q4: 9,507 shares; 2026Q1: 14,951 shares 14,951 $2.2M 0.08% +5,444 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,613 shares; 2024Q4: 7,838 shares; 2025Q1: 7,912 shares; 2025Q2: 7,817 shares; 2025Q3: 7,954 shares; 2025Q4: 8,238 shares; 2026Q1: 8,833 shares 8,833 $2.2M 0.08% +595 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,818 shares; 2026Q1: 19,883 shares 19,883 $2.2M 0.08% +17,065 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: 10,371 shares; 2024Q4: 3,236 shares; 2025Q1: 3,206 shares; 2025Q2: 2,985 shares; 2025Q3: 3,800 shares; 2025Q4: 4,369 shares; 2026Q1: 11,300 shares 11,300 $2.19M 0.08% +6,931 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: 55,967 shares; 2024Q4: 35,313 shares; 2025Q1: 38,045 shares; 2025Q2: 47,071 shares; 2025Q3: 52,599 shares; 2025Q4: 62,185 shares; 2026Q1: 77,933 shares 77,933 $2.19M 0.08% +15,748 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: 10,029 shares; 2024Q4: 7,726 shares; 2025Q1: 7,650 shares; 2025Q2: 8,362 shares; 2025Q3: 8,218 shares; 2025Q4: 8,336 shares; 2026Q1: 10,984 shares 10,984 $2.19M 0.08% +2,648 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: 2,939 shares; 2025Q2: 2,856 shares; 2025Q3: 2,889 shares; 2025Q4: 2,952 shares; 2026Q1: 10,091 shares 10,091 $2.16M 0.08% +7,139 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,436 shares; 2024Q4: 23,086 shares; 2025Q1: 22,733 shares; 2025Q2: 19,753 shares; 2025Q3: 18,622 shares; 2025Q4: 20,629 shares; 2026Q1: 21,026 shares 21,026 $2.15M 0.08% +397 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,934 shares; 2025Q4: 5,168 shares; 2026Q1: 42,930 shares 42,930 $2.15M 0.08% +37,762 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,650 shares; 2024Q4: 27,034 shares; 2025Q1: 30,099 shares; 2025Q2: 30,105 shares; 2025Q3: 29,462 shares; 2025Q4: 28,904 shares; 2026Q1: 69,227 shares 69,227 $2.13M 0.08% +40,323 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: 26,845 shares; 2024Q4: 12,599 shares; 2025Q1: 12,005 shares; 2025Q2: 11,167 shares; 2025Q3: 10,319 shares; 2025Q4: 10,758 shares; 2026Q1: 23,675 shares 23,675 $2.12M 0.08% +12,917 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: 22,303 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,572 shares 45,572 $2.1M 0.08% 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: 6,043 shares; 2024Q4: 5,927 shares; 2025Q1: 6,092 shares; 2025Q2: 9,439 shares; 2025Q3: 19,276 shares; 2025Q4: 20,571 shares; 2026Q1: 21,645 shares 21,645 $2.09M 0.08% +1,074 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: 14,564 shares; 2024Q4: 14,378 shares; 2025Q1: 14,637 shares; 2025Q2: 14,943 shares; 2025Q3: 24,060 shares; 2025Q4: 21,478 shares; 2026Q1: 18,167 shares 18,167 $2.09M 0.08% -3,311 Timeline BUFH FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 99,620 shares 99,620 $2.07M 0.08% new 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: 56,721 shares; 2024Q4: 17,379 shares; 2025Q1: 15,891 shares; 2025Q2: 12,050 shares; 2025Q3: 13,048 shares; 2025Q4: 13,779 shares; 2026Q1: 71,828 shares 71,828 $2.06M 0.08% +58,049 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: 2,558 shares; 2024Q4: 3,176 shares; 2025Q1: 3,294 shares; 2025Q2: 3,363 shares; 2025Q3: 3,558 shares; 2025Q4: 14,493 shares; 2026Q1: 19,660 shares 19,660 $2.06M 0.08% +5,167 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,676 shares; 2024Q4: 20,391 shares; 2025Q1: 20,301 shares; 2025Q2: 20,298 shares; 2025Q3: 22,429 shares; 2025Q4: 23,007 shares; 2026Q1: 18,874 shares 18,874 $2.04M 0.08% -4,133 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: 1,814 shares; 2024Q4: 2,285 shares; 2025Q1: 2,355 shares; 2025Q2: 2,525 shares; 2025Q3: 2,429 shares; 2025Q4: 2,834 shares; 2026Q1: 7,988 shares 7,988 $2.03M 0.08% +5,154 Timeline EVLN MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,075 shares 42,075 $2.03M 0.08% new Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,864 shares; 2024Q4: 46,825 shares; 2025Q1: 41,622 shares; 2025Q2: 39,831 shares; 2025Q3: 38,341 shares; 2025Q4: 69,499 shares; 2026Q1: 70,567 shares 70,567 $2.03M 0.08% +1,068 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,307 shares 32,307 $2.02M 0.08% new Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,972 shares; 2024Q4: 13,984 shares; 2025Q1: 14,847 shares; 2025Q2: 14,582 shares; 2025Q3: 10,466 shares; 2025Q4: 84,835 shares; 2026Q1: 38,493 shares 38,493 $2.02M 0.08% -46,342 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,925 shares; 2025Q4: 22,841 shares; 2026Q1: 55,064 shares 55,064 $1.99M 0.08% +32,223 Timeline DOL 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: 14,096 shares; 2025Q4: 20,710 shares; 2026Q1: 29,089 shares 29,089 $1.98M 0.08% +8,379 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,830 shares; 2024Q4: 6,105 shares; 2025Q1: 6,445 shares; 2025Q2: 7,715 shares; 2025Q3: 6,527 shares; 2025Q4: 8,099 shares; 2026Q1: 36,190 shares 36,190 $1.96M 0.07% +28,091 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,668 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,283 shares 46,283 $1.96M 0.07% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,267 shares; 2024Q4: 4,966 shares; 2025Q1: 4,925 shares; 2025Q2: 4,402 shares; 2025Q3: 3,674 shares; 2025Q4: 5,579 shares; 2026Q1: 5,840 shares 5,840 $1.92M 0.07% +261 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: 15,112 shares; 2024Q4: 14,447 shares; 2025Q1: 14,000 shares; 2025Q2: 14,003 shares; 2025Q3: 13,772 shares; 2025Q4: 25,449 shares; 2026Q1: 14,772 shares 14,772 $1.89M 0.07% -10,677 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: 14,762 shares; 2024Q4: 6,416 shares; 2025Q1: 6,816 shares; 2025Q2: 7,310 shares; 2025Q3: 7,267 shares; 2025Q4: 7,365 shares; 2026Q1: 14,267 shares 14,267 $1.87M 0.07% +6,902 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,847 shares; 2024Q4: 32,498 shares; 2025Q1: 36,222 shares; 2025Q2: 34,236 shares; 2025Q3: 38,311 shares; 2025Q4: 49,695 shares; 2026Q1: 42,301 shares 42,301 $1.84M 0.07% -7,394 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: 12,937 shares; 2024Q4: 12,148 shares; 2025Q1: 9,900 shares; 2025Q2: 9,609 shares; 2025Q3: 8,205 shares; 2025Q4: 13,330 shares; 2026Q1: 23,503 shares 23,503 $1.84M 0.07% +10,173 Timeline GVAL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,739 shares 49,739 $1.84M 0.07% new Timeline QQA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,850 shares; 2025Q4: 32,510 shares; 2026Q1: 36,870 shares 36,870 $1.84M 0.07% +4,360 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,894 shares; 2024Q4: 46,711 shares; 2025Q1: 44,707 shares; 2025Q2: 44,873 shares; 2025Q3: 44,404 shares; 2025Q4: 58,964 shares; 2026Q1: 71,580 shares 71,580 $1.83M 0.07% +12,616 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: 11,660 shares; 2024Q4: 7,893 shares; 2025Q1: 8,532 shares; 2025Q2: 11,832 shares; 2025Q3: 15,777 shares; 2025Q4: 17,590 shares; 2026Q1: 24,308 shares 24,308 $1.81M 0.07% +6,718 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: 43,484 shares; 2024Q4: 34,430 shares; 2025Q1: 31,990 shares; 2025Q2: 31,749 shares; 2025Q3: 30,611 shares; 2025Q4: 27,690 shares; 2026Q1: 29,579 shares 29,579 $1.78M 0.07% +1,889 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: 18,659 shares; 2024Q4: 13,199 shares; 2025Q1: 15,214 shares; 2025Q2: 16,815 shares; 2025Q3: 18,410 shares; 2025Q4: 20,456 shares; 2026Q1: 30,520 shares 30,520 $1.78M 0.07% +10,064 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: 21,019 shares; 2024Q4: 4,898 shares; 2025Q1: 5,628 shares; 2025Q2: 4,713 shares; 2025Q3: 4,928 shares; 2025Q4: 5,491 shares; 2026Q1: 20,382 shares 20,382 $1.77M 0.07% +14,891 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,402 shares; 2024Q4: 7,014 shares; 2025Q1: 6,866 shares; 2025Q2: 7,966 shares; 2025Q3: 7,675 shares; 2025Q4: 27,075 shares; 2026Q1: 19,860 shares 19,860 $1.76M 0.07% -7,215 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,324 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,478 shares; 2025Q3: 9,570 shares; 2025Q4: 9,099 shares; 2026Q1: 35,995 shares 35,995 $1.76M 0.07% +26,896 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: 2,500 shares; 2024Q4: not reported; 2025Q1: 2,399 shares; 2025Q2: 2,138 shares; 2025Q3: 2,173 shares; 2025Q4: 3,136 shares; 2026Q1: 5,206 shares 5,206 $1.76M 0.07% +2,070 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,080 shares; 2024Q4: 7,406 shares; 2025Q1: 7,147 shares; 2025Q2: 7,163 shares; 2025Q3: 7,095 shares; 2025Q4: 6,666 shares; 2026Q1: 37,161 shares 37,161 $1.74M 0.07% +30,495 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: 21,836 shares; 2024Q4: 11,169 shares; 2025Q1: 13,076 shares; 2025Q2: 15,619 shares; 2025Q3: 15,251 shares; 2025Q4: 16,647 shares; 2026Q1: 33,030 shares 33,030 $1.74M 0.07% +16,383 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,018 shares; 2024Q4: 11,151 shares; 2025Q1: 8,827 shares; 2025Q2: 11,330 shares; 2025Q3: 45,480 shares; 2025Q4: 48,174 shares; 2026Q1: 43,153 shares 43,153 $1.73M 0.07% -5,021 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: 6,894 shares; 2024Q4: 6,891 shares; 2025Q1: 7,402 shares; 2025Q2: 7,476 shares; 2025Q3: 7,529 shares; 2025Q4: 7,467 shares; 2026Q1: 7,451 shares 7,451 $1.71M 0.07% -16 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: 31,844 shares; 2024Q4: 27,947 shares; 2025Q1: 31,678 shares; 2025Q2: 34,422 shares; 2025Q3: 39,270 shares; 2025Q4: 44,956 shares; 2026Q1: 63,089 shares 63,089 $1.71M 0.07% +18,133 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,819 shares; 2024Q4: 6,796 shares; 2025Q1: 6,690 shares; 2025Q2: 7,204 shares; 2025Q3: 7,164 shares; 2025Q4: 7,170 shares; 2026Q1: 6,823 shares 6,823 $1.71M 0.06% -347 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,005 shares; 2026Q1: 18,052 shares 18,052 $1.7M 0.06% +7,047 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,598 shares; 2025Q4: 8,313 shares; 2026Q1: 60,569 shares 60,569 $1.7M 0.06% +52,256 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,152 shares; 2024Q4: 15,985 shares; 2025Q1: 16,101 shares; 2025Q2: 15,684 shares; 2025Q3: 14,770 shares; 2025Q4: 14,796 shares; 2026Q1: 14,914 shares 14,914 $1.69M 0.06% +118 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,116 shares; 2024Q4: 14,854 shares; 2025Q1: 18,948 shares; 2025Q2: 26,904 shares; 2025Q3: 28,276 shares; 2025Q4: 30,108 shares; 2026Q1: 30,986 shares 30,986 $1.67M 0.06% +878 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,120 shares; 2024Q4: 68,533 shares; 2025Q1: 70,072 shares; 2025Q2: 73,112 shares; 2025Q3: 73,545 shares; 2025Q4: 86,434 shares; 2026Q1: 86,328 shares 86,328 $1.67M 0.06% -106 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,494 shares; 2024Q4: 10,987 shares; 2025Q1: 11,049 shares; 2025Q2: 11,059 shares; 2025Q3: 11,116 shares; 2025Q4: 11,518 shares; 2026Q1: 11,476 shares 11,476 $1.66M 0.06% -42 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,689 shares; 2024Q4: 3,570 shares; 2025Q1: 3,454 shares; 2025Q2: 3,633 shares; 2025Q3: 3,630 shares; 2025Q4: 3,593 shares; 2026Q1: 3,505 shares 3,505 $1.66M 0.06% -88 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,596 shares; 2024Q4: 3,626 shares; 2025Q1: 3,735 shares; 2025Q2: 4,243 shares; 2025Q3: 4,023 shares; 2025Q4: 4,160 shares; 2026Q1: 4,829 shares 4,829 $1.65M 0.06% +669 Timeline JMTG 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: 32,823 shares; 2025Q3: 27,480 shares; 2025Q4: 29,592 shares; 2026Q1: 32,245 shares 32,245 $1.64M 0.06% +2,653 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,586 shares; 2024Q4: 28,187 shares; 2025Q1: 32,100 shares; 2025Q2: 30,423 shares; 2025Q3: 28,100 shares; 2025Q4: 32,556 shares; 2026Q1: 32,323 shares 32,323 $1.64M 0.06% -233 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: 45,382 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,198 shares 39,198 $1.62M 0.06% new 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: 3,502 shares; 2024Q4: 1,785 shares; 2025Q1: 1,777 shares; 2025Q2: 1,699 shares; 2025Q3: 1,700 shares; 2025Q4: 1,692 shares; 2026Q1: 4,840 shares 4,840 $1.62M 0.06% +3,148 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,177 shares; 2024Q4: 9,338 shares; 2025Q1: 11,446 shares; 2025Q2: 11,455 shares; 2025Q3: 14,426 shares; 2025Q4: 14,430 shares; 2026Q1: 12,954 shares 12,954 $1.62M 0.06% -1,476 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,026 shares; 2024Q4: 13,835 shares; 2025Q1: 15,904 shares; 2025Q2: 16,031 shares; 2025Q3: 20,029 shares; 2025Q4: 31,101 shares; 2026Q1: 59,505 shares 59,505 $1.62M 0.06% +28,404 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 917 shares; 2025Q2: 1,562 shares; 2025Q3: 1,817 shares; 2025Q4: 1,419 shares; 2026Q1: 1,645 shares 1,645 $1.61M 0.06% +226 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: 4,528 shares; 2024Q4: 4,522 shares; 2025Q1: 4,496 shares; 2025Q2: 4,186 shares; 2025Q3: 4,362 shares; 2025Q4: 13,359 shares; 2026Q1: 20,845 shares 20,845 $1.61M 0.06% +7,486 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,685 shares; 2024Q4: 30,711 shares; 2025Q1: 30,803 shares; 2025Q2: 31,289 shares; 2025Q3: 31,409 shares; 2025Q4: 31,927 shares; 2026Q1: 31,780 shares 31,780 $1.6M 0.06% -147 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,668 shares; 2025Q4: 6,422 shares; 2026Q1: 19,900 shares 19,900 $1.6M 0.06% +13,478 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,582 shares; 2024Q4: 20,260 shares; 2025Q1: 20,252 shares; 2025Q2: 23,590 shares; 2025Q3: 24,899 shares; 2025Q4: 24,929 shares; 2026Q1: 25,100 shares 25,100 $1.58M 0.06% +171 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,247 shares; 2024Q4: 25,295 shares; 2025Q1: 25,175 shares; 2025Q2: 24,902 shares; 2025Q3: 29,729 shares; 2025Q4: 29,246 shares; 2026Q1: 63,922 shares 63,922 $1.55M 0.06% +34,676 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,255 shares; 2024Q4: 35,607 shares; 2025Q1: 32,705 shares; 2025Q2: 36,710 shares; 2025Q3: 36,758 shares; 2025Q4: 37,779 shares; 2026Q1: 37,668 shares 37,668 $1.55M 0.06% -111 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: 10,787 shares; 2024Q4: 5,677 shares; 2025Q1: 5,696 shares; 2025Q2: 5,520 shares; 2025Q3: 5,351 shares; 2025Q4: 5,577 shares; 2026Q1: 6,794 shares 6,794 $1.54M 0.06% +1,217 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,078 shares; 2024Q4: 48,119 shares; 2025Q1: 49,563 shares; 2025Q2: 54,045 shares; 2025Q3: 54,474 shares; 2025Q4: 54,273 shares; 2026Q1: 55,155 shares 55,155 $1.53M 0.06% +882 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,532 shares; 2025Q3: not reported; 2025Q4: 2,973 shares; 2026Q1: 19,171 shares 19,171 $1.53M 0.06% +16,198 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,162 shares; 2024Q4: 6,340 shares; 2025Q1: 5,769 shares; 2025Q2: 7,855 shares; 2025Q3: 7,863 shares; 2025Q4: 7,984 shares; 2026Q1: 9,263 shares 9,263 $1.52M 0.06% +1,279 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,240 shares; 2024Q4: 3,165 shares; 2025Q1: 15,303 shares; 2025Q2: 16,147 shares; 2025Q3: 16,522 shares; 2025Q4: 16,143 shares; 2026Q1: 16,228 shares 16,228 $1.52M 0.06% +85 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,161 shares; 2025Q4: 34,685 shares; 2026Q1: 43,873 shares 43,873 $1.51M 0.06% +9,188 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,619 shares; 2024Q4: 6,379 shares; 2025Q1: 6,248 shares; 2025Q2: 6,191 shares; 2025Q3: 6,348 shares; 2025Q4: 6,486 shares; 2026Q1: 7,590 shares 7,590 $1.5M 0.06% +1,104 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,151 shares; 2026Q1: 18,246 shares 18,246 $1.5M 0.06% +15,095 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,338 shares; 2024Q4: 14,896 shares; 2025Q1: 14,171 shares; 2025Q2: 13,845 shares; 2025Q3: 13,830 shares; 2025Q4: 19,488 shares; 2026Q1: 18,846 shares 18,846 $1.5M 0.06% -642 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 887 shares; 2025Q2: 887 shares; 2025Q3: 793 shares; 2025Q4: 793 shares; 2026Q1: 793 shares 793 $1.49M 0.06% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,775 shares; 2025Q2: 9,003 shares; 2025Q3: 8,272 shares; 2025Q4: 8,495 shares; 2026Q1: 7,228 shares 7,228 $1.49M 0.06% -1,267 Timeline AUSF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,146 shares; 2025Q4: 23,726 shares; 2026Q1: 30,825 shares 30,825 $1.49M 0.06% +7,099 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,485 shares; 2024Q4: 6,534 shares; 2025Q1: 6,453 shares; 2025Q2: 6,877 shares; 2025Q3: 6,809 shares; 2025Q4: 26,505 shares; 2026Q1: 27,873 shares 27,873 $1.48M 0.06% +1,368 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: 3,373 shares; 2024Q4: 3,088 shares; 2025Q1: 3,087 shares; 2025Q2: 3,341 shares; 2025Q3: 3,472 shares; 2025Q4: 4,641 shares; 2026Q1: 4,605 shares 4,605 $1.46M 0.06% -36 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,258 shares; 2025Q4: 9,259 shares; 2026Q1: 9,259 shares 9,259 $1.46M 0.06% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,146 shares; 2024Q4: not reported; 2025Q1: 739 shares; 2025Q2: 753 shares; 2025Q3: 679 shares; 2025Q4: 658 shares; 2026Q1: 2,704 shares 2,704 $1.46M 0.06% +2,046 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: 10,037 shares; 2024Q4: 9,296 shares; 2025Q1: 10,440 shares; 2025Q2: 11,952 shares; 2025Q3: 11,179 shares; 2025Q4: 10,758 shares; 2026Q1: 12,493 shares 12,493 $1.42M 0.05% +1,735 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,718 shares; 2024Q4: 2,479 shares; 2025Q1: 2,453 shares; 2025Q2: 2,476 shares; 2025Q3: 2,463 shares; 2025Q4: 2,387 shares; 2026Q1: 8,952 shares 8,952 $1.41M 0.05% +6,565 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,725 shares; 2024Q4: 9,947 shares; 2025Q1: 9,603 shares; 2025Q2: 9,605 shares; 2025Q3: 10,138 shares; 2025Q4: 10,849 shares; 2026Q1: 11,861 shares 11,861 $1.41M 0.05% +1,012 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,647 shares; 2024Q4: 41,799 shares; 2025Q1: 43,624 shares; 2025Q2: 44,348 shares; 2025Q3: 43,539 shares; 2025Q4: 50,351 shares; 2026Q1: 54,326 shares 54,326 $1.4M 0.05% +3,975 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,460 shares; 2024Q4: 16,221 shares; 2025Q1: 15,436 shares; 2025Q2: 16,378 shares; 2025Q3: 17,600 shares; 2025Q4: 20,700 shares; 2026Q1: 15,267 shares 15,267 $1.4M 0.05% -5,433 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,637 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,634 shares 9,634 $1.4M 0.05% new 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: 48,512 shares; 2024Q4: 49,332 shares; 2025Q1: 56,212 shares; 2025Q2: 55,062 shares; 2025Q3: 66,057 shares; 2025Q4: 66,759 shares; 2026Q1: 76,957 shares 76,957 $1.39M 0.05% +10,198 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,829 shares; 2024Q4: 35,209 shares; 2025Q1: 34,468 shares; 2025Q2: 8,813 shares; 2025Q3: 12,070 shares; 2025Q4: 20,110 shares; 2026Q1: 27,515 shares 27,515 $1.39M 0.05% +7,405 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,371 shares; 2024Q4: 7,093 shares; 2025Q1: 6,652 shares; 2025Q2: 6,788 shares; 2025Q3: 6,697 shares; 2025Q4: 6,221 shares; 2026Q1: 5,831 shares 5,831 $1.36M 0.05% -390 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: 8,925 shares; 2024Q4: 9,111 shares; 2025Q1: 8,601 shares; 2025Q2: 8,912 shares; 2025Q3: 8,847 shares; 2025Q4: 9,877 shares; 2026Q1: 10,412 shares 10,412 $1.36M 0.05% +535 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: 4,418 shares; 2024Q4: 4,418 shares; 2025Q1: 8,538 shares; 2025Q2: 8,388 shares; 2025Q3: 6,948 shares; 2025Q4: 40,729 shares; 2026Q1: 13,483 shares 13,483 $1.36M 0.05% -27,246 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,511 shares; 2024Q4: 17,847 shares; 2025Q1: 15,611 shares; 2025Q2: 14,943 shares; 2025Q3: 15,919 shares; 2025Q4: 14,809 shares; 2026Q1: 15,546 shares 15,546 $1.35M 0.05% +737 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: 19,979 shares; 2024Q4: 19,986 shares; 2025Q1: 19,750 shares; 2025Q2: 22,673 shares; 2025Q3: 22,812 shares; 2025Q4: 22,373 shares; 2026Q1: 22,129 shares 22,129 $1.34M 0.05% -244 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,700 shares; 2024Q4: 72,216 shares; 2025Q1: 74,258 shares; 2025Q2: 72,888 shares; 2025Q3: 69,345 shares; 2025Q4: 64,214 shares; 2026Q1: 78,341 shares 78,341 $1.34M 0.05% +14,127 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,116 shares; 2024Q4: 4,252 shares; 2025Q1: 4,148 shares; 2025Q2: 6,915 shares; 2025Q3: 7,029 shares; 2025Q4: 7,021 shares; 2026Q1: 7,345 shares 7,345 $1.34M 0.05% +324 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,029 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,018 shares 5,018 $1.33M 0.05% new Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,889 shares; 2024Q4: 1,518 shares; 2025Q1: 1,629 shares; 2025Q2: 1,636 shares; 2025Q3: 1,617 shares; 2025Q4: 3,542 shares; 2026Q1: 6,206 shares 6,206 $1.32M 0.05% +2,664 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,929 shares; 2024Q4: 25,360 shares; 2025Q1: 30,944 shares; 2025Q2: 29,235 shares; 2025Q3: 28,863 shares; 2025Q4: 39,641 shares; 2026Q1: 38,509 shares 38,509 $1.31M 0.05% -1,132 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,908 shares 13,908 $1.31M 0.05% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,904 shares; 2024Q4: 2,753 shares; 2025Q1: 2,156 shares; 2025Q2: 2,090 shares; 2025Q3: 1,929 shares; 2025Q4: 2,333 shares; 2026Q1: 11,881 shares 11,881 $1.3M 0.05% +9,548 Timeline FTA 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: 17,553 shares; 2024Q4: 16,781 shares; 2025Q1: 15,676 shares; 2025Q2: 15,003 shares; 2025Q3: 14,666 shares; 2025Q4: 15,148 shares; 2026Q1: 14,010 shares 14,010 $1.29M 0.05% -1,138 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,831 shares; 2024Q4: 27,043 shares; 2025Q1: 30,265 shares; 2025Q2: 28,890 shares; 2025Q3: 25,387 shares; 2025Q4: 34,673 shares; 2026Q1: 28,766 shares 28,766 $1.29M 0.05% -5,907 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,391 shares; 2025Q2: 5,544 shares; 2025Q3: 6,084 shares; 2025Q4: 6,024 shares; 2026Q1: 6,309 shares 6,309 $1.29M 0.05% +285 Timeline BUFX FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,943 shares 60,943 $1.29M 0.05% new Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,656 shares; 2025Q3: 6,645 shares; 2025Q4: 15,151 shares; 2026Q1: 36,115 shares 36,115 $1.28M 0.05% +20,964 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,099 shares; 2024Q4: 26,002 shares; 2025Q1: 21,028 shares; 2025Q2: 16,486 shares; 2025Q3: 14,557 shares; 2025Q4: 17,992 shares; 2026Q1: 42,020 shares 42,020 $1.27M 0.05% +24,028 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,827 shares; 2024Q4: 22,148 shares; 2025Q1: 21,875 shares; 2025Q2: 21,429 shares; 2025Q3: 21,432 shares; 2025Q4: 21,332 shares; 2026Q1: 21,019 shares 21,019 $1.27M 0.05% -313 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,355 shares; 2024Q4: 3,258 shares; 2025Q1: 2,908 shares; 2025Q2: 2,785 shares; 2025Q3: 2,772 shares; 2025Q4: 4,190 shares; 2026Q1: 7,342 shares 7,342 $1.27M 0.05% +3,152 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: 22,216 shares; 2024Q4: 12,140 shares; 2025Q1: 13,775 shares; 2025Q2: 12,952 shares; 2025Q3: 12,179 shares; 2025Q4: 12,227 shares; 2026Q1: 15,871 shares 15,871 $1.26M 0.05% +3,644 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: 13,093 shares; 2024Q4: 15,573 shares; 2025Q1: 16,150 shares; 2025Q2: 22,028 shares; 2025Q3: 24,121 shares; 2025Q4: 25,050 shares; 2026Q1: 25,298 shares 25,298 $1.26M 0.05% +248 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: 12,862 shares; 2024Q4: 13,098 shares; 2025Q1: 13,809 shares; 2025Q2: 14,029 shares; 2025Q3: 14,820 shares; 2025Q4: 19,629 shares; 2026Q1: 20,093 shares 20,093 $1.26M 0.05% +464 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 639 shares; 2024Q4: 737 shares; 2025Q1: 450 shares; 2025Q2: 519 shares; 2025Q3: 534 shares; 2025Q4: 473 shares; 2026Q1: 2,901 shares 2,901 $1.25M 0.05% +2,428 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,949 shares; 2024Q4: 13,716 shares; 2025Q1: 12,708 shares; 2025Q2: 11,605 shares; 2025Q3: 10,181 shares; 2025Q4: 11,690 shares; 2026Q1: 11,705 shares 11,705 $1.24M 0.05% +15 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,459 shares; 2026Q1: 11,499 shares 11,499 $1.24M 0.05% +8,040 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: 20,530 shares; 2024Q4: 8,697 shares; 2025Q1: 10,084 shares; 2025Q2: 9,941 shares; 2025Q3: 8,927 shares; 2025Q4: 9,865 shares; 2026Q1: 16,506 shares 16,506 $1.24M 0.05% +6,641 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: 12,165 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,452 shares 12,452 $1.24M 0.05% new Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,587 shares 15,587 $1.24M 0.05% new Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,249 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,796 shares 6,796 $1.23M 0.05% new Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,921 shares; 2024Q4: 23,199 shares; 2025Q1: 19,647 shares; 2025Q2: 22,866 shares; 2025Q3: 30,375 shares; 2025Q4: 35,566 shares; 2026Q1: 53,563 shares 53,563 $1.23M 0.05% +17,997 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,071 shares; 2024Q4: 18,783 shares; 2025Q1: 18,832 shares; 2025Q2: 18,917 shares; 2025Q3: 17,840 shares; 2025Q4: 20,940 shares; 2026Q1: 24,027 shares 24,027 $1.22M 0.05% +3,087 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,362 shares; 2025Q1: 11,663 shares; 2025Q2: 11,544 shares; 2025Q3: 26,997 shares; 2025Q4: 27,910 shares; 2026Q1: 36,618 shares 36,618 $1.22M 0.05% +8,708 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,695 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,810 shares 22,810 $1.22M 0.05% new Timeline PWV 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: 16,786 shares; 2024Q4: 16,249 shares; 2025Q1: 16,418 shares; 2025Q2: 16,368 shares; 2025Q3: 17,381 shares; 2025Q4: 17,683 shares; 2026Q1: 17,510 shares 17,510 $1.22M 0.05% -173 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,358 shares; 2024Q4: 13,670 shares; 2025Q1: 13,492 shares; 2025Q2: 25,864 shares; 2025Q3: 25,064 shares; 2025Q4: 26,222 shares; 2026Q1: 26,228 shares 26,228 $1.22M 0.05% +6 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 636 shares; 2024Q4: 530 shares; 2025Q1: 500 shares; 2025Q2: 586 shares; 2025Q3: 543 shares; 2025Q4: 596 shares; 2026Q1: 916 shares 916 $1.21M 0.05% +320 Timeline SCHY 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: 38,131 shares 38,131 $1.21M 0.05% new Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,769 shares; 2024Q4: 34,081 shares; 2025Q1: 42,581 shares; 2025Q2: 43,581 shares; 2025Q3: 41,437 shares; 2025Q4: 41,437 shares; 2026Q1: 41,370 shares 41,370 $1.21M 0.05% -67 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: 7,856 shares; 2024Q4: 4,716 shares; 2025Q1: 4,381 shares; 2025Q2: 4,437 shares; 2025Q3: 4,345 shares; 2025Q4: 5,620 shares; 2026Q1: 8,822 shares 8,822 $1.2M 0.05% +3,202 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,715 shares; 2024Q4: 3,715 shares; 2025Q1: 3,715 shares; 2025Q2: 3,715 shares; 2025Q3: 3,515 shares; 2025Q4: 3,728 shares; 2026Q1: 3,781 shares 3,781 $1.18M 0.04% +53 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,548 shares; 2024Q4: 1,738 shares; 2025Q1: 1,712 shares; 2025Q2: 1,692 shares; 2025Q3: 2,113 shares; 2025Q4: 2,981 shares; 2026Q1: 3,434 shares 3,434 $1.18M 0.04% +453 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,876 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,749 shares 12,749 $1.17M 0.04% new Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,636 shares; 2024Q4: 3,929 shares; 2025Q1: 4,599 shares; 2025Q2: 5,290 shares; 2025Q3: 5,395 shares; 2025Q4: 5,292 shares; 2026Q1: 7,386 shares 7,386 $1.17M 0.04% +2,094 Timeline TCAL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,885 shares; 2025Q4: 44,067 shares; 2026Q1: 51,969 shares 51,969 $1.16M 0.04% +7,902 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: 16,187 shares; 2024Q4: 16,204 shares; 2025Q1: 16,220 shares; 2025Q2: 17,112 shares; 2025Q3: 18,895 shares; 2025Q4: 24,569 shares; 2026Q1: 24,423 shares 24,423 $1.16M 0.04% -146 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,644 shares; 2024Q4: 5,923 shares; 2025Q1: 5,730 shares; 2025Q2: 5,476 shares; 2025Q3: 5,471 shares; 2025Q4: 5,445 shares; 2026Q1: 15,914 shares 15,914 $1.16M 0.04% +10,469 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,715 shares; 2024Q4: 9,867 shares; 2025Q1: 7,251 shares; 2025Q2: 6,443 shares; 2025Q3: 7,442 shares; 2025Q4: 12,907 shares; 2026Q1: 21,249 shares 21,249 $1.15M 0.04% +8,342 Timeline ACYN 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: 56,278 shares 56,278 $1.15M 0.04% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,529 shares; 2024Q4: 3,548 shares; 2025Q1: 9,857 shares; 2025Q2: 10,437 shares; 2025Q3: 10,703 shares; 2025Q4: 11,097 shares; 2026Q1: 11,388 shares 11,388 $1.15M 0.04% +291 Timeline BKUI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,564 shares; 2026Q1: 23,000 shares 23,000 $1.15M 0.04% +3,436 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,349 shares; 2024Q4: 9,014 shares; 2025Q1: 8,232 shares; 2025Q2: 7,898 shares; 2025Q3: 7,592 shares; 2025Q4: 7,843 shares; 2026Q1: 7,733 shares 7,733 $1.14M 0.04% -110 Timeline FRTY THE ALGER ETF TRUST More: the full row for THE ALGER 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: 58,455 shares 58,455 $1.14M 0.04% new Timeline GPIQ 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: not reported; 2025Q4: 16,030 shares; 2026Q1: 22,938 shares 22,938 $1.14M 0.04% +6,908 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,227 shares; 2024Q4: 79,436 shares; 2025Q1: 87,050 shares; 2025Q2: 91,511 shares; 2025Q3: 91,110 shares; 2025Q4: 85,981 shares; 2026Q1: 103,909 shares 103,909 $1.13M 0.04% +17,928 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,890 shares; 2024Q4: 20,854 shares; 2025Q1: 22,783 shares; 2025Q2: 19,460 shares; 2025Q3: 19,809 shares; 2025Q4: 20,210 shares; 2026Q1: 21,769 shares 21,769 $1.13M 0.04% +1,559 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: 4,937 shares; 2024Q4: 910 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,519 shares 7,519 $1.13M 0.04% new 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: 6,033 shares; 2024Q4: 6,036 shares; 2025Q1: 5,812 shares; 2025Q2: 6,368 shares; 2025Q3: 6,188 shares; 2025Q4: 6,208 shares; 2026Q1: 5,935 shares 5,935 $1.13M 0.04% -273 Timeline SPYX 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: 13,513 shares; 2024Q4: 13,213 shares; 2025Q1: 14,150 shares; 2025Q2: 14,498 shares; 2025Q3: 14,507 shares; 2025Q4: 19,268 shares; 2026Q1: 21,132 shares 21,132 $1.12M 0.04% +1,864 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: 3,332 shares; 2024Q4: 1,002 shares; 2025Q1: 1,138 shares; 2025Q2: 1,011 shares; 2025Q3: 1,052 shares; 2025Q4: 1,285 shares; 2026Q1: 3,837 shares 3,837 $1.11M 0.04% +2,552 Timeline FYC 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: 5,928 shares; 2024Q4: 7,784 shares; 2025Q1: 7,807 shares; 2025Q2: 8,131 shares; 2025Q3: 8,732 shares; 2025Q4: 10,981 shares; 2026Q1: 11,492 shares 11,492 $1.11M 0.04% +511 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: 8,472 shares; 2024Q4: 3,810 shares; 2025Q1: 3,840 shares; 2025Q2: 3,863 shares; 2025Q3: 3,869 shares; 2025Q4: 3,881 shares; 2026Q1: 7,949 shares 7,949 $1.11M 0.04% +4,068 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: 7,674 shares; 2024Q4: 7,629 shares; 2025Q1: 7,200 shares; 2025Q2: 7,698 shares; 2025Q3: 7,159 shares; 2025Q4: 10,844 shares; 2026Q1: 10,717 shares 10,717 $1.11M 0.04% -127 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,627 shares; 2024Q4: 8,370 shares; 2025Q1: 8,684 shares; 2025Q2: 8,742 shares; 2025Q3: 8,742 shares; 2025Q4: 11,720 shares; 2026Q1: 11,549 shares 11,549 $1.1M 0.04% -171 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: not reported; 2024Q4: 9,373 shares; 2025Q1: 11,158 shares; 2025Q2: 13,018 shares; 2025Q3: 13,438 shares; 2025Q4: 24,417 shares; 2026Q1: 24,659 shares 24,659 $1.1M 0.04% +242 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,531 shares 33,531 $1.1M 0.04% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 932 shares; 2025Q1: 918 shares; 2025Q2: 891 shares; 2025Q3: 930 shares; 2025Q4: 1,222 shares; 2026Q1: 3,738 shares 3,738 $1.09M 0.04% +2,516 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,603 shares; 2024Q4: 4,603 shares; 2025Q1: 4,603 shares; 2025Q2: 4,603 shares; 2025Q3: 4,626 shares; 2025Q4: 4,599 shares; 2026Q1: 4,576 shares 4,576 $1.09M 0.04% -23 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: 4,923 shares; 2024Q4: 4,382 shares; 2025Q1: 4,446 shares; 2025Q2: 4,982 shares; 2025Q3: 5,221 shares; 2025Q4: 5,115 shares; 2026Q1: 6,591 shares 6,591 $1.09M 0.04% +1,476 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,771 shares; 2024Q4: 3,484 shares; 2025Q1: 2,280 shares; 2025Q2: 1,688 shares; 2025Q3: 7,800 shares; 2025Q4: 9,060 shares; 2026Q1: 9,066 shares 9,066 $1.08M 0.04% +6 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,872 shares 2,872 $1.07M 0.04% new 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: 5,627 shares; 2024Q4: 5,694 shares; 2025Q1: 3,398 shares; 2025Q2: 3,438 shares; 2025Q3: 4,120 shares; 2025Q4: 3,603 shares; 2026Q1: 3,756 shares 3,756 $1.07M 0.04% +153 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,888 shares; 2024Q4: 16,004 shares; 2025Q1: 16,214 shares; 2025Q2: 15,769 shares; 2025Q3: 15,812 shares; 2025Q4: 15,685 shares; 2026Q1: 15,010 shares 15,010 $1.06M 0.04% -675 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,360 shares; 2024Q4: 6,110 shares; 2025Q1: 7,779 shares; 2025Q2: 8,425 shares; 2025Q3: 8,492 shares; 2025Q4: 11,216 shares; 2026Q1: 10,866 shares 10,866 $1.06M 0.04% -350 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 211 shares; 2025Q4: 1,059 shares; 2026Q1: 960 shares 960 $1.05M 0.04% -99 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: 8,097 shares; 2025Q1: 10,950 shares; 2025Q2: 13,612 shares; 2025Q3: 18,363 shares; 2025Q4: 20,028 shares; 2026Q1: 26,779 shares 26,779 $1.03M 0.04% +6,751 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,461 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,642 shares 5,642 $1.03M 0.04% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 357 shares; 2024Q4: 421 shares; 2025Q1: 467 shares; 2025Q2: 488 shares; 2025Q3: 497 shares; 2025Q4: 903 shares; 2026Q1: 1,411 shares 1,411 $1.03M 0.04% +508 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,097 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,485 shares 20,485 $1.03M 0.04% new Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,652 shares; 2025Q3: 10,384 shares; 2025Q4: 12,324 shares; 2026Q1: 14,371 shares 14,371 $1.02M 0.04% +2,047 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,693 shares; 2024Q4: 16,729 shares; 2025Q1: 16,876 shares; 2025Q2: 23,774 shares; 2025Q3: 25,732 shares; 2025Q4: 32,552 shares; 2026Q1: 31,768 shares 31,768 $1.01M 0.04% -784 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,303 shares; 2024Q4: 13,228 shares; 2025Q1: 13,362 shares; 2025Q2: 13,104 shares; 2025Q3: 13,107 shares; 2025Q4: 13,339 shares; 2026Q1: 13,335 shares 13,335 $1.01M 0.04% -4 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,444 shares; 2025Q1: 4,420 shares; 2025Q2: 4,470 shares; 2025Q3: 5,088 shares; 2025Q4: 8,708 shares; 2026Q1: 11,122 shares 11,122 $1.01M 0.04% +2,414 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,677 shares; 2025Q3: 6,744 shares; 2025Q4: 7,854 shares; 2026Q1: 11,929 shares 11,929 $1.01M 0.04% +4,075 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: 5,217 shares; 2024Q4: 5,451 shares; 2025Q1: 5,340 shares; 2025Q2: 5,224 shares; 2025Q3: 5,145 shares; 2025Q4: 7,485 shares; 2026Q1: 7,673 shares 7,673 $1.01M 0.04% +188 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: 3,935 shares; 2024Q4: 3,901 shares; 2025Q1: 3,900 shares; 2025Q2: 4,196 shares; 2025Q3: 3,524 shares; 2025Q4: 4,143 shares; 2026Q1: 4,065 shares 4,065 $1M 0.04% -78 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,793 shares; 2024Q4: 9,172 shares; 2025Q1: 8,815 shares; 2025Q2: 10,601 shares; 2025Q3: 10,348 shares; 2025Q4: 10,209 shares; 2026Q1: 10,199 shares 10,199 $1M 0.04% -10 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,615 shares; 2024Q4: 8,561 shares; 2025Q1: 8,354 shares; 2025Q2: 8,267 shares; 2025Q3: 8,232 shares; 2025Q4: 8,259 shares; 2026Q1: 8,260 shares 8,260 $998K 0.04% +1 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: 904 shares; 2024Q4: 887 shares; 2025Q1: 1,111 shares; 2025Q2: 1,169 shares; 2025Q3: 1,152 shares; 2025Q4: 1,346 shares; 2026Q1: 1,771 shares 1,771 $997K 0.04% +425 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: 3,160 shares; 2024Q4: 4,784 shares; 2025Q1: 5,218 shares; 2025Q2: 5,970 shares; 2025Q3: 6,974 shares; 2025Q4: 7,495 shares; 2026Q1: 7,868 shares 7,868 $994K 0.04% +373 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER 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: 9,413 shares; 2025Q4: 15,016 shares; 2026Q1: 31,899 shares 31,899 $993K 0.04% +16,883 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,037 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,912 shares 21,912 $993K 0.04% new Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,198 shares; 2026Q1: 21,192 shares 21,192 $989K 0.04% +7,994 Timeline SPHD 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: 17,126 shares; 2024Q4: 17,433 shares; 2025Q1: 17,452 shares; 2025Q2: 17,422 shares; 2025Q3: 16,198 shares; 2025Q4: 20,240 shares; 2026Q1: 19,881 shares 19,881 $986K 0.04% -359 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,618 shares; 2024Q4: 16,414 shares; 2025Q1: 16,318 shares; 2025Q2: 13,867 shares; 2025Q3: 13,920 shares; 2025Q4: 13,711 shares; 2026Q1: 14,594 shares 14,594 $981K 0.04% +883 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,065 shares; 2024Q4: 89,105 shares; 2025Q1: 90,197 shares; 2025Q2: 53,912 shares; 2025Q3: 52,090 shares; 2025Q4: 51,310 shares; 2026Q1: 51,566 shares 51,566 $980K 0.04% +256 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,325 shares; 2025Q2: 27,327 shares; 2025Q3: 29,127 shares; 2025Q4: 34,847 shares; 2026Q1: 38,280 shares 38,280 $977K 0.04% +3,433 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: 16,385 shares; 2025Q4: 16,331 shares; 2026Q1: 10,130 shares 10,130 $972K 0.04% -6,201 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,169 shares; 2024Q4: 3,088 shares; 2025Q1: 3,160 shares; 2025Q2: 3,144 shares; 2025Q3: 3,166 shares; 2025Q4: 4,518 shares; 2026Q1: 4,474 shares 4,474 $972K 0.04% -44 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,819 shares; 2024Q4: 1,797 shares; 2025Q1: 1,797 shares; 2025Q2: 1,797 shares; 2025Q3: 1,799 shares; 2025Q4: 1,737 shares; 2026Q1: 1,729 shares 1,729 $971K 0.04% -8 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,886 shares; 2024Q4: not reported; 2025Q1: 1,339 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,904 shares 4,904 $970K 0.04% 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: 10,143 shares; 2024Q4: 10,345 shares; 2025Q1: 10,385 shares; 2025Q2: 10,516 shares; 2025Q3: 10,564 shares; 2025Q4: 12,134 shares; 2026Q1: 10,487 shares 10,487 $970K 0.04% -1,647 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: 10,350 shares; 2024Q4: 5,682 shares; 2025Q1: 4,887 shares; 2025Q2: 4,943 shares; 2025Q3: 3,770 shares; 2025Q4: 3,505 shares; 2026Q1: 8,669 shares 8,669 $965K 0.04% +5,164 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,152 shares; 2024Q4: 7,111 shares; 2025Q1: 8,006 shares; 2025Q2: 8,093 shares; 2025Q3: 8,222 shares; 2025Q4: 12,166 shares; 2026Q1: 13,573 shares 13,573 $965K 0.04% +1,407 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE 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: 12,471 shares 12,471 $961K 0.04% new Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,907 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,902 shares 5,902 $959K 0.04% new Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,177 shares; 2024Q4: not reported; 2025Q1: 1,179 shares; 2025Q2: not reported; 2025Q3: 1,171 shares; 2025Q4: 4,739 shares; 2026Q1: 4,762 shares 4,762 $956K 0.04% +23 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,839 shares; 2024Q4: 16,188 shares; 2025Q1: 14,266 shares; 2025Q2: 14,022 shares; 2025Q3: 13,784 shares; 2025Q4: 13,421 shares; 2026Q1: 19,108 shares 19,108 $953K 0.04% +5,687 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,927 shares; 2025Q2: 39,285 shares; 2025Q3: 36,388 shares; 2025Q4: 31,933 shares; 2026Q1: 28,214 shares 28,214 $952K 0.04% -3,719 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: 968 shares; 2025Q1: 985 shares; 2025Q2: 912 shares; 2025Q3: 1,017 shares; 2025Q4: 1,223 shares; 2026Q1: 4,519 shares 4,519 $949K 0.04% +3,296 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: 40,287 shares; 2024Q4: 40,315 shares; 2025Q1: 40,945 shares; 2025Q2: 41,563 shares; 2025Q3: 40,814 shares; 2025Q4: 37,763 shares; 2026Q1: 37,124 shares 37,124 $946K 0.04% -639 Timeline CRAK 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: 13,418 shares; 2026Q1: 19,078 shares 19,078 $942K 0.04% +5,660 Timeline SPTU 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: 37,437 shares 37,437 $939K 0.04% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,212 shares; 2024Q4: 13,457 shares; 2025Q1: 21,207 shares; 2025Q2: 20,670 shares; 2025Q3: 17,571 shares; 2025Q4: 13,459 shares; 2026Q1: 21,223 shares 21,223 $937K 0.04% +7,764 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,096 shares; 2025Q2: 10,591 shares; 2025Q3: 11,228 shares; 2025Q4: 12,863 shares; 2026Q1: 13,057 shares 13,057 $935K 0.04% +194 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,274 shares; 2024Q4: 3,902 shares; 2025Q1: 3,655 shares; 2025Q2: 4,025 shares; 2025Q3: 6,670 shares; 2025Q4: 6,671 shares; 2026Q1: 7,720 shares 7,720 $931K 0.04% +1,049 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,894 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,741 shares 13,741 $928K 0.04% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,794 shares; 2024Q4: 5,034 shares; 2025Q1: 4,781 shares; 2025Q2: 4,074 shares; 2025Q3: 3,992 shares; 2025Q4: 3,797 shares; 2026Q1: 6,969 shares 6,969 $921K 0.04% +3,172 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: 2,058 shares; 2024Q4: 1,344 shares; 2025Q1: 1,278 shares; 2025Q2: 1,302 shares; 2025Q3: 2,133 shares; 2025Q4: 3,046 shares; 2026Q1: 3,788 shares 3,788 $921K 0.04% +742 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,304 shares; 2024Q4: 4,207 shares; 2025Q1: 4,171 shares; 2025Q2: 3,632 shares; 2025Q3: 3,630 shares; 2025Q4: 3,683 shares; 2026Q1: 3,552 shares 3,552 $914K 0.03% -131 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,672 shares; 2024Q4: 18,403 shares; 2025Q1: 18,099 shares; 2025Q2: 18,335 shares; 2025Q3: 18,637 shares; 2025Q4: 20,067 shares; 2026Q1: 19,349 shares 19,349 $909K 0.03% -718 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,417 shares; 2026Q1: 18,403 shares 18,403 $909K 0.03% +2,986 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,802 shares; 2026Q1: 31,437 shares 31,437 $907K 0.03% +4,635 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER 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: 13,708 shares; 2025Q4: 17,787 shares; 2026Q1: 27,400 shares 27,400 $905K 0.03% +9,613 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,743 shares; 2026Q1: 22,126 shares 22,126 $903K 0.03% +383 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: 2,541 shares; 2024Q4: 2,804 shares; 2025Q1: 2,814 shares; 2025Q2: 3,262 shares; 2025Q3: 3,597 shares; 2025Q4: 4,821 shares; 2026Q1: 4,443 shares 4,443 $903K 0.03% -378 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,125 shares; 2026Q1: 14,061 shares 14,061 $899K 0.03% -13,064 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 361 shares; 2024Q4: 356 shares; 2025Q1: 293 shares; 2025Q2: 276 shares; 2025Q3: 276 shares; 2025Q4: 278 shares; 2026Q1: 263 shares 263 $888K 0.03% -15 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,541 shares; 2024Q4: 6,977 shares; 2025Q1: 7,081 shares; 2025Q2: 7,826 shares; 2025Q3: 7,043 shares; 2025Q4: 17,221 shares; 2026Q1: 17,778 shares 17,778 $888K 0.03% +557 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: 1,946 shares; 2024Q4: 1,672 shares; 2025Q1: 1,470 shares; 2025Q2: 1,592 shares; 2025Q3: 3,522 shares; 2025Q4: 2,913 shares; 2026Q1: 2,956 shares 2,956 $883K 0.03% +43 Timeline EFAA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,130 shares; 2025Q4: 11,480 shares; 2026Q1: 16,741 shares 16,741 $883K 0.03% +5,261 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,869 shares; 2026Q1: 19,366 shares 19,366 $881K 0.03% +2,497 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,524 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,426 shares 17,426 $879K 0.03% new Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,823 shares; 2026Q1: 12,226 shares 12,226 $873K 0.03% -597 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,658 shares; 2025Q4: 62,879 shares; 2026Q1: 16,587 shares 16,587 $872K 0.03% -46,292 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,638 shares; 2024Q4: 1,802 shares; 2025Q1: 1,712 shares; 2025Q2: 1,674 shares; 2025Q3: 1,697 shares; 2025Q4: 1,706 shares; 2026Q1: 2,729 shares 2,729 $868K 0.03% +1,023 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,849 shares 11,849 $867K 0.03% new Timeline CERY 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: 24,540 shares 24,540 $865K 0.03% new Timeline FNCL 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: 12,353 shares; 2024Q4: 12,356 shares; 2025Q1: 12,359 shares; 2025Q2: 12,362 shares; 2025Q3: 12,365 shares; 2025Q4: 12,292 shares; 2026Q1: 12,297 shares 12,297 $863K 0.03% +5 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: 7,954 shares; 2024Q4: 7,962 shares; 2025Q1: 7,641 shares; 2025Q2: 7,540 shares; 2025Q3: 8,048 shares; 2025Q4: 9,906 shares; 2026Q1: 9,655 shares 9,655 $862K 0.03% -251 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,679 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,767 shares 6,767 $861K 0.03% new 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: 2,004 shares; 2024Q4: 2,039 shares; 2025Q1: 2,040 shares; 2025Q2: 1,574 shares; 2025Q3: 2,505 shares; 2025Q4: 5,415 shares; 2026Q1: 5,211 shares 5,211 $852K 0.03% -204 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,870 shares; 2024Q4: 2,923 shares; 2025Q1: 2,880 shares; 2025Q2: 2,653 shares; 2025Q3: 2,581 shares; 2025Q4: 2,491 shares; 2026Q1: 2,373 shares 2,373 $852K 0.03% -118 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,384 shares; 2025Q2: 10,384 shares; 2025Q3: 10,384 shares; 2025Q4: 19,060 shares; 2026Q1: 32,336 shares 32,336 $849K 0.03% +13,276 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: 5,538 shares; 2024Q4: 5,595 shares; 2025Q1: 5,209 shares; 2025Q2: 5,259 shares; 2025Q3: 4,247 shares; 2025Q4: 6,089 shares; 2026Q1: 5,951 shares 5,951 $842K 0.03% -138 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,074 shares; 2024Q4: 2,289 shares; 2025Q1: 2,275 shares; 2025Q2: 2,574 shares; 2025Q3: 2,652 shares; 2025Q4: 2,651 shares; 2026Q1: 2,554 shares 2,554 $832K 0.03% -97 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,970 shares; 2024Q4: 4,055 shares; 2025Q1: 4,511 shares; 2025Q2: 4,296 shares; 2025Q3: 4,423 shares; 2025Q4: 5,688 shares; 2026Q1: 5,712 shares 5,712 $828K 0.03% +24 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: 11,746 shares; 2024Q4: 10,428 shares; 2025Q1: 10,311 shares; 2025Q2: 10,226 shares; 2025Q3: 8,756 shares; 2025Q4: 8,474 shares; 2026Q1: 7,550 shares 7,550 $826K 0.03% -924 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: not reported; 2025Q3: not reported; 2025Q4: 4,853 shares; 2026Q1: 9,961 shares 9,961 $825K 0.03% +5,108 Timeline