IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,031,242 shares; 2024Q4: 2,092,010 shares; 2025Q1: 2,166,906 shares; 2025Q2: 1,851,613 shares; 2025Q3: 3,909,105 shares 3,909,105 $2.62B 3.04% +2,057,492 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,817,554 shares; 2024Q4: 6,893,466 shares; 2025Q1: 7,282,641 shares; 2025Q2: 7,483,263 shares; 2025Q3: 9,312,600 shares 9,312,600 $1.74B 2.02% +1,829,337 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,191,490 shares; 2024Q4: 5,236,230 shares; 2025Q1: 5,424,593 shares; 2025Q2: 5,431,665 shares; 2025Q3: 6,744,633 shares 6,744,633 $1.72B 2% +1,312,968 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,431,108 shares; 2024Q4: 4,833,421 shares; 2025Q1: 5,221,839 shares; 2025Q2: 5,269,552 shares; 2025Q3: 15,139,297 shares 15,139,297 $1.52B 1.76% +9,869,745 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,944,862 shares; 2024Q4: 1,979,211 shares; 2025Q1: 2,067,873 shares; 2025Q2: 2,130,108 shares; 2025Q3: 2,647,151 shares 2,647,151 $1.37B 1.59% +517,043 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,253,375 shares; 2024Q4: 2,336,240 shares; 2025Q1: 2,452,043 shares; 2025Q2: 3,136,589 shares; 2025Q3: 7,337,305 shares 7,337,305 $1.37B 1.59% +4,200,716 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,679,896 shares; 2025Q2: 1,697,267 shares; 2025Q3: 2,209,345 shares 2,209,345 $1.33B 1.54% +512,078 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 496,180 shares; 2024Q4: 537,206 shares; 2025Q1: 617,317 shares; 2025Q2: 661,079 shares; 2025Q3: 10,529,371 shares 10,529,371 $1.27B 1.47% +9,868,292 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,302,402 shares; 2024Q4: 1,304,440 shares; 2025Q1: 1,324,487 shares; 2025Q2: 1,328,616 shares; 2025Q3: 1,762,445 shares 1,762,445 $1.17B 1.36% +433,829 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,270,617 shares; 2024Q4: 1,345,391 shares; 2025Q1: 1,454,612 shares; 2025Q2: 1,565,406 shares; 2025Q3: 1,848,288 shares 1,848,288 $1.13B 1.32% +282,882 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,221,186 shares; 2024Q4: 2,221,546 shares; 2025Q1: 2,310,153 shares; 2025Q2: 2,900,529 shares; 2025Q3: 3,228,973 shares 3,228,973 $1.06B 1.23% +328,444 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,058,399 shares; 2024Q4: 1,052,650 shares; 2025Q1: 1,119,907 shares; 2025Q2: 1,326,314 shares; 2025Q3: 2,075,549 shares 2,075,549 $995M 1.16% +749,235 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,855,458 shares; 2024Q4: 6,068,690 shares; 2025Q1: 6,818,561 shares; 2025Q2: 7,104,121 shares; 2025Q3: 35,015,919 shares 35,015,919 $956M 1.11% +27,911,798 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,393,556 shares; 2024Q4: 3,428,071 shares; 2025Q1: 3,718,385 shares; 2025Q2: 3,965,168 shares; 2025Q3: 10,497,193 shares 10,497,193 $917M 1.07% +6,532,025 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,886,984 shares; 2024Q4: 2,954,340 shares; 2025Q1: 3,112,444 shares; 2025Q2: 3,237,836 shares; 2025Q3: 4,065,550 shares 4,065,550 $893M 1.04% +827,714 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,270,464 shares; 2024Q4: 1,264,703 shares; 2025Q1: 1,255,951 shares; 2025Q2: 1,273,366 shares; 2025Q3: 1,559,245 shares 1,559,245 $730M 0.85% +285,879 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,938,231 shares; 2024Q4: 8,447,056 shares; 2025Q1: 10,119,747 shares; 2025Q2: 11,850,016 shares; 2025Q3: 14,316,566 shares 14,316,566 $602M 0.7% +2,466,550 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,465,294 shares; 2024Q4: 1,631,317 shares; 2025Q1: 1,960,044 shares; 2025Q2: 2,112,895 shares; 2025Q3: 2,782,870 shares 2,782,870 $575M 0.67% +669,975 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,078,334 shares; 2024Q4: 5,479,052 shares; 2025Q1: 5,916,021 shares; 2025Q2: 6,035,784 shares; 2025Q3: 7,407,018 shares 7,407,018 $551M 0.64% +1,371,234 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,765,439 shares; 2024Q4: 3,216,602 shares; 2025Q1: 3,955,583 shares; 2025Q2: 5,232,417 shares; 2025Q3: 8,234,863 shares 8,234,863 $543M 0.63% +3,002,446 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,178,543 shares; 2024Q4: 3,212,404 shares; 2025Q1: 3,465,787 shares; 2025Q2: 3,285,356 shares; 2025Q3: 4,362,568 shares 4,362,568 $527M 0.61% +1,077,212 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,431,371 shares; 2024Q4: 1,464,173 shares; 2025Q1: 1,578,549 shares; 2025Q2: 1,662,406 shares; 2025Q3: 2,094,690 shares 2,094,690 $509M 0.59% +432,284 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440,636 shares; 2024Q4: 470,935 shares; 2025Q1: 509,947 shares; 2025Q2: 536,647 shares; 2025Q3: 685,764 shares 685,764 $504M 0.59% +149,117 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,843,785 shares; 2024Q4: 7,304,069 shares; 2025Q1: 9,339,176 shares; 2025Q2: 9,269,786 shares; 2025Q3: 15,387,321 shares 15,387,321 $491M 0.57% +6,117,535 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,072,099 shares; 2024Q4: 1,050,236 shares; 2025Q1: 1,106,256 shares; 2025Q2: 1,171,952 shares; 2025Q3: 1,459,223 shares 1,459,223 $481M 0.56% +287,271 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,082,120 shares; 2024Q4: 4,945,442 shares; 2025Q1: 5,203,234 shares; 2025Q2: 6,577,072 shares; 2025Q3: 6,534,152 shares 6,534,152 $480M 0.56% -42,920 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 638,496 shares; 2024Q4: 639,515 shares; 2025Q1: 690,794 shares; 2025Q2: 706,616 shares; 2025Q3: 909,355 shares 909,355 $457M 0.53% +202,739 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,029,123 shares; 2024Q4: 1,131,917 shares; 2025Q1: 1,236,817 shares; 2025Q2: 1,458,502 shares; 2025Q3: 1,820,917 shares 1,820,917 $450M 0.52% +362,415 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,582,887 shares; 2024Q4: 4,756,979 shares; 2025Q1: 5,468,858 shares; 2025Q2: 5,797,391 shares; 2025Q3: 7,300,257 shares 7,300,257 $437M 0.51% +1,502,866 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 881,974 shares; 2024Q4: 898,632 shares; 2025Q1: 969,361 shares; 2025Q2: 1,012,216 shares; 2025Q3: 1,350,344 shares 1,350,344 $426M 0.5% +338,128 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,772,307 shares; 2024Q4: 10,437,128 shares; 2025Q1: 9,477,823 shares; 2025Q2: 8,706,738 shares; 2025Q3: 9,083,587 shares 9,083,587 $424M 0.49% +376,849 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,686,339 shares; 2024Q4: 4,057,687 shares; 2025Q1: 5,123,558 shares; 2025Q2: 5,086,623 shares; 2025Q3: 7,125,414 shares 7,125,414 $422M 0.49% +2,038,791 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,292,636 shares; 2024Q4: 10,246,461 shares; 2025Q1: 10,361,970 shares; 2025Q2: 11,005,421 shares; 2025Q3: 12,188,582 shares 12,188,582 $407M 0.47% +1,183,161 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 693,406 shares; 2024Q4: 738,671 shares; 2025Q1: 709,872 shares; 2025Q2: 710,230 shares; 2025Q3: 1,672,712 shares 1,672,712 $405M 0.47% +962,482 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,972,966 shares; 2024Q4: 2,013,466 shares; 2025Q1: 2,147,899 shares; 2025Q2: 2,113,609 shares; 2025Q3: 2,051,686 shares 2,051,686 $399M 0.46% -61,923 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 551,441 shares; 2024Q4: 584,822 shares; 2025Q1: 647,805 shares; 2025Q2: 691,667 shares; 2025Q3: 877,478 shares 877,478 $390M 0.45% +185,811 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 755,537 shares; 2024Q4: 762,556 shares; 2025Q1: 796,005 shares; 2025Q2: 941,545 shares; 2025Q3: 1,221,342 shares 1,221,342 $359M 0.42% +279,797 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,586,530 shares; 2024Q4: 1,546,608 shares; 2025Q1: 1,622,745 shares; 2025Q2: 1,809,762 shares; 2025Q3: 2,488,088 shares 2,488,088 $351M 0.41% +678,326 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,575,334 shares; 2024Q4: 4,611,597 shares; 2025Q1: 4,821,379 shares; 2025Q2: 4,666,007 shares; 2025Q3: 6,085,327 shares 6,085,327 $350M 0.41% +1,419,320 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 992,171 shares; 2024Q4: 997,791 shares; 2025Q1: 1,015,404 shares; 2025Q2: 1,036,455 shares; 2025Q3: 1,391,434 shares 1,391,434 $339M 0.39% +354,979 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,871,896 shares; 2024Q4: 4,274,297 shares; 2025Q1: 4,949,248 shares; 2025Q2: 6,196,806 shares; 2025Q3: 7,640,758 shares 7,640,758 $336M 0.39% +1,443,952 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,140,048 shares; 2024Q4: 2,793,283 shares; 2025Q1: 2,229,013 shares; 2025Q2: 2,702,340 shares; 2025Q3: 3,195,915 shares 3,195,915 $334M 0.39% +493,575 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,373,705 shares; 2024Q4: 2,664,733 shares; 2025Q1: 2,819,716 shares; 2025Q2: 4,135,132 shares; 2025Q3: 4,215,363 shares 4,215,363 $330M 0.38% +80,231 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 683,151 shares; 2024Q4: 714,291 shares; 2025Q1: 821,760 shares; 2025Q2: 770,634 shares; 2025Q3: 907,793 shares 907,793 $323M 0.38% +137,159 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,793,109 shares; 2024Q4: 1,867,475 shares; 2025Q1: 1,989,115 shares; 2025Q2: 1,855,611 shares; 2025Q3: 2,663,919 shares 2,663,919 $317M 0.37% +808,308 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,849,147 shares; 2024Q4: 3,624,250 shares; 2025Q1: 3,865,420 shares; 2025Q2: 3,694,868 shares; 2025Q3: 5,160,433 shares 5,160,433 $295M 0.34% +1,465,565 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 633,498 shares; 2024Q4: 646,948 shares; 2025Q1: 665,644 shares; 2025Q2: 685,034 shares; 2025Q3: 843,082 shares 843,082 $288M 0.33% +158,048 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 860,818 shares; 2024Q4: 942,462 shares; 2025Q1: 1,132,397 shares; 2025Q2: 1,172,140 shares; 2025Q3: 1,554,844 shares 1,554,844 $284M 0.33% +382,704 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 492,136 shares; 2024Q4: 527,240 shares; 2025Q1: 587,258 shares; 2025Q2: 657,402 shares; 2025Q3: 1,106,771 shares 1,106,771 $281M 0.33% +449,369 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,494,392 shares; 2024Q4: 1,623,043 shares; 2025Q1: 1,608,091 shares; 2025Q2: 1,621,081 shares; 2025Q3: 2,610,858 shares 2,610,858 $278M 0.32% +989,777 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,121,943 shares; 2024Q4: 3,447,137 shares; 2025Q1: 5,003,154 shares; 2025Q2: 5,276,231 shares; 2025Q3: 7,264,277 shares 7,264,277 $276M 0.32% +1,988,046 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,734,112 shares; 2024Q4: 1,856,878 shares; 2025Q1: 1,964,468 shares; 2025Q2: 2,016,616 shares; 2025Q3: 2,671,511 shares 2,671,511 $275M 0.32% +654,895 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,761,085 shares; 2024Q4: 3,005,384 shares; 2025Q1: 2,771,992 shares; 2025Q2: 3,858,478 shares; 2025Q3: 3,999,047 shares 3,999,047 $271M 0.32% +140,569 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,103,619 shares; 2024Q4: 1,231,116 shares; 2025Q1: 1,181,842 shares; 2025Q2: 1,142,010 shares; 2025Q3: 1,311,920 shares 1,311,920 $267M 0.31% +169,910 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 832,126 shares; 2024Q4: 847,817 shares; 2025Q1: 869,891 shares; 2025Q2: 999,945 shares; 2025Q3: 1,216,583 shares 1,216,583 $263M 0.31% +216,638 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231,337 shares; 2024Q4: 226,113 shares; 2025Q1: 261,864 shares; 2025Q2: 274,197 shares; 2025Q3: 345,889 shares 345,889 $258M 0.3% +71,692 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,268,915 shares; 2024Q4: 1,315,384 shares; 2025Q1: 1,464,199 shares; 2025Q2: 1,513,569 shares; 2025Q3: 2,261,670 shares 2,261,670 $255M 0.3% +748,101 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,030 shares; 2024Q4: 81,402 shares; 2025Q1: 272,393 shares; 2025Q2: 358,828 shares; 2025Q3: 756,551 shares 756,551 $252M 0.29% +397,723 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,687,075 shares; 2024Q4: 2,854,225 shares; 2025Q1: 3,213,660 shares; 2025Q2: 3,426,755 shares; 2025Q3: 4,580,750 shares 4,580,750 $248M 0.29% +1,153,995 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,888,939 shares; 2024Q4: 3,831,568 shares; 2025Q1: 4,231,180 shares; 2025Q2: 4,514,193 shares; 2025Q3: 5,004,948 shares 5,004,948 $248M 0.29% +490,755 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 675,318 shares; 2024Q4: 665,173 shares; 2025Q1: 1,318,898 shares; 2025Q2: 1,695,013 shares; 2025Q3: 2,370,464 shares 2,370,464 $244M 0.28% +675,451 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,045,927 shares; 2024Q4: 2,388,241 shares; 2025Q1: 2,494,101 shares; 2025Q2: 2,448,828 shares; 2025Q3: 2,658,234 shares 2,658,234 $244M 0.28% +209,406 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,269,963 shares; 2024Q4: 2,782,125 shares; 2025Q1: 3,218,957 shares; 2025Q2: 5,855,934 shares; 2025Q3: 7,049,934 shares 7,049,934 $241M 0.28% +1,194,000 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,792 shares; 2024Q4: 232,598 shares; 2025Q1: 246,287 shares; 2025Q2: 253,839 shares; 2025Q3: 310,963 shares 310,963 $237M 0.28% +57,124 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,518,932 shares; 2024Q4: 2,460,298 shares; 2025Q1: 2,697,319 shares; 2025Q2: 2,795,239 shares; 2025Q3: 3,500,974 shares 3,500,974 $235M 0.27% +705,735 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 765,901 shares; 2024Q4: 775,594 shares; 2025Q1: 798,241 shares; 2025Q2: 777,886 shares; 2025Q3: 827,855 shares 827,855 $233M 0.27% +49,969 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,553,269 shares; 2024Q4: 2,310,623 shares; 2025Q1: 2,794,248 shares; 2025Q2: 3,552,531 shares; 2025Q3: 5,369,344 shares 5,369,344 $229M 0.27% +1,816,813 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,163 shares; 2024Q4: 161,563 shares; 2025Q1: 177,910 shares; 2025Q2: 196,685 shares; 2025Q3: 247,285 shares 247,285 $229M 0.27% +50,600 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428,305 shares; 2024Q4: 439,797 shares; 2025Q1: 458,586 shares; 2025Q2: 464,772 shares; 2025Q3: 562,873 shares 562,873 $228M 0.27% +98,101 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,891,977 shares; 2024Q4: 2,867,634 shares; 2025Q1: 3,245,011 shares; 2025Q2: 3,709,949 shares; 2025Q3: 4,107,926 shares 4,107,926 $227M 0.26% +397,977 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 635,026 shares; 2024Q4: 650,087 shares; 2025Q1: 718,232 shares; 2025Q2: 880,807 shares; 2025Q3: 1,070,900 shares 1,070,900 $224M 0.26% +190,093 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,512,689 shares; 2024Q4: 2,568,719 shares; 2025Q1: 2,666,377 shares; 2025Q2: 2,574,014 shares; 2025Q3: 3,401,972 shares 3,401,972 $222M 0.26% +827,958 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,900,829 shares; 2024Q4: 3,031,501 shares; 2025Q1: 3,459,140 shares; 2025Q2: 3,935,057 shares; 2025Q3: 4,354,450 shares 4,354,450 $221M 0.26% +419,393 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,666,006 shares; 2024Q4: 3,063,731 shares; 2025Q1: 3,843,349 shares; 2025Q2: 4,826,699 shares; 2025Q3: 5,522,630 shares 5,522,630 $218M 0.25% +695,931 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,965,250 shares; 2024Q4: 2,105,625 shares; 2025Q1: 2,258,212 shares; 2025Q2: 1,954,303 shares; 2025Q3: 2,449,019 shares 2,449,019 $218M 0.25% +494,716 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,515,104 shares; 2024Q4: 1,912,829 shares; 2025Q1: 2,444,446 shares; 2025Q2: 2,793,061 shares; 2025Q3: 4,056,020 shares 4,056,020 $216M 0.25% +1,262,959 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 613,425 shares; 2024Q4: 623,679 shares; 2025Q1: 652,525 shares; 2025Q2: 681,311 shares; 2025Q3: 925,350 shares 925,350 $214M 0.25% +244,039 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,194,643 shares; 2024Q4: 1,052,246 shares; 2025Q1: 1,134,722 shares; 2025Q2: 1,136,486 shares; 2025Q3: 2,175,090 shares 2,175,090 $210M 0.24% +1,038,604 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 620,306 shares; 2024Q4: 665,614 shares; 2025Q1: 922,942 shares; 2025Q2: 1,772,283 shares; 2025Q3: 2,532,764 shares 2,532,764 $203M 0.24% +760,481 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 534,913 shares; 2024Q4: 707,158 shares; 2025Q1: 1,007,738 shares; 2025Q2: 772,732 shares; 2025Q3: 1,065,809 shares 1,065,809 $202M 0.23% +293,077 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 458,816 shares; 2024Q4: 494,728 shares; 2025Q1: 516,186 shares; 2025Q2: 554,607 shares; 2025Q3: 716,021 shares 716,021 $200M 0.23% +161,414 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,824,049 shares; 2024Q4: 1,720,784 shares; 2025Q1: 1,696,381 shares; 2025Q2: 2,142,277 shares; 2025Q3: 2,071,039 shares 2,071,039 $197M 0.23% -71,238 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 825,903 shares; 2024Q4: 978,906 shares; 2025Q1: 1,181,615 shares; 2025Q2: 2,125,196 shares; 2025Q3: 1,940,266 shares 1,940,266 $195M 0.23% -184,930 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,512,367 shares; 2024Q4: 1,585,607 shares; 2025Q1: 1,863,533 shares; 2025Q2: 1,869,787 shares; 2025Q3: 2,019,952 shares 2,019,952 $192M 0.22% +150,165 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 407,069 shares; 2024Q4: 427,885 shares; 2025Q1: 468,066 shares; 2025Q2: 472,562 shares; 2025Q3: 678,602 shares 678,602 $191M 0.22% +206,040 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,808,771 shares; 2024Q4: 2,804,806 shares; 2025Q1: 3,061,841 shares; 2025Q2: 2,311,058 shares; 2025Q3: 4,066,710 shares 4,066,710 $188M 0.22% +1,755,652 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,213,242 shares; 2024Q4: 1,198,319 shares; 2025Q1: 1,271,933 shares; 2025Q2: 1,208,803 shares; 2025Q3: 2,035,927 shares 2,035,927 $186M 0.22% +827,124 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,602,417 shares; 2024Q4: 2,589,946 shares; 2025Q1: 2,638,460 shares; 2025Q2: 2,418,335 shares; 2025Q3: 6,649,324 shares 6,649,324 $179M 0.21% +4,230,989 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 723,052 shares; 2024Q4: 710,919 shares; 2025Q1: 744,628 shares; 2025Q2: 772,496 shares; 2025Q3: 1,147,567 shares 1,147,567 $178M 0.21% +375,071 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,431,881 shares; 2024Q4: 1,595,121 shares; 2025Q1: 1,826,663 shares; 2025Q2: 1,899,521 shares; 2025Q3: 2,248,206 shares 2,248,206 $177M 0.21% +348,685 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 644,526 shares; 2024Q4: 655,985 shares; 2025Q1: 708,973 shares; 2025Q2: 714,423 shares; 2025Q3: 955,838 shares 955,838 $177M 0.21% +241,415 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,257,829 shares; 2024Q4: 2,525,270 shares; 2025Q1: 3,050,964 shares; 2025Q2: 3,669,541 shares; 2025Q3: 3,998,491 shares 3,998,491 $177M 0.21% +328,950 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,121,352 shares; 2024Q4: 2,001,793 shares; 2025Q1: 2,034,679 shares; 2025Q2: 2,258,921 shares; 2025Q3: 2,583,454 shares 2,583,454 $176M 0.2% +324,533 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,028 shares; 2024Q4: 219,249 shares; 2025Q1: 239,139 shares; 2025Q2: 246,114 shares; 2025Q3: 298,899 shares 298,899 $170M 0.2% +52,785 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,018,168 shares; 2024Q4: 817,798 shares; 2025Q1: 843,030 shares; 2025Q2: 1,015,241 shares; 2025Q3: 1,813,045 shares 1,813,045 $169M 0.2% +797,804 Timeline TCHP 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,090,590 shares; 2024Q4: 898,136 shares; 2025Q1: 1,571,439 shares; 2025Q2: 3,282,913 shares; 2025Q3: 3,381,033 shares 3,381,033 $165M 0.19% +98,120 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 678,640 shares; 2024Q4: 1,033,471 shares; 2025Q1: 1,647,151 shares; 2025Q2: 1,465,571 shares; 2025Q3: 2,262,178 shares 2,262,178 $165M 0.19% +796,607 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,754 shares; 2024Q4: 77,851 shares; 2025Q1: 88,576 shares; 2025Q2: 99,681 shares; 2025Q3: 133,210 shares 133,210 $160M 0.19% +33,529 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348,784 shares; 2024Q4: 371,976 shares; 2025Q1: 389,916 shares; 2025Q2: 405,109 shares; 2025Q3: 477,115 shares 477,115 $156M 0.18% +72,006 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,340,883 shares; 2024Q4: 1,505,562 shares; 2025Q1: 1,586,218 shares; 2025Q2: 1,689,508 shares; 2025Q3: 2,693,930 shares 2,693,930 $155M 0.18% +1,004,422 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,511,531 shares; 2024Q4: 1,793,827 shares; 2025Q1: 2,337,666 shares; 2025Q2: 2,190,869 shares; 2025Q3: 2,872,654 shares 2,872,654 $155M 0.18% +681,785 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,466,900 shares; 2025Q2: 1,462,525 shares; 2025Q3: 1,630,316 shares 1,630,316 $153M 0.18% +167,791 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,751 shares; 2024Q4: 616,435 shares; 2025Q1: 490,726 shares; 2025Q2: 546,873 shares; 2025Q3: 1,124,745 shares 1,124,745 $152M 0.18% +577,872 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 694,832 shares; 2024Q4: 712,543 shares; 2025Q1: 779,440 shares; 2025Q2: 779,227 shares; 2025Q3: 978,135 shares 978,135 $150M 0.17% +198,908 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,355,247 shares; 2024Q4: 2,018,683 shares; 2025Q1: 1,979,162 shares; 2025Q2: 1,937,480 shares; 2025Q3: 2,934,529 shares 2,934,529 $149M 0.17% +997,049 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,393 shares; 2024Q4: 1,591,896 shares; 2025Q1: 1,587,390 shares; 2025Q2: 1,557,744 shares; 2025Q3: 1,600,721 shares 1,600,721 $145M 0.17% +42,977 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 795,571 shares; 2024Q4: 789,488 shares; 2025Q1: 723,353 shares; 2025Q2: 784,817 shares; 2025Q3: 894,962 shares 894,962 $145M 0.17% +110,145 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283,153 shares; 2024Q4: 301,544 shares; 2025Q1: 554,807 shares; 2025Q2: 956,288 shares; 2025Q3: 1,166,936 shares 1,166,936 $141M 0.16% +210,648 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,167 shares; 2024Q4: 285,765 shares; 2025Q1: 288,917 shares; 2025Q2: 367,032 shares; 2025Q3: 461,063 shares 461,063 $137M 0.16% +94,031 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 192,720 shares; 2025Q2: 2,770,784 shares; 2025Q3: 3,621,300 shares 3,621,300 $137M 0.16% +850,516 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,448,106 shares; 2024Q4: 1,518,388 shares; 2025Q1: 1,634,728 shares; 2025Q2: 1,649,600 shares; 2025Q3: 1,636,097 shares 1,636,097 $135M 0.16% -13,503 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,759 shares; 2024Q4: 293,518 shares; 2025Q1: 309,589 shares; 2025Q2: 320,799 shares; 2025Q3: 434,614 shares 434,614 $132M 0.15% +113,815 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,994 shares; 2024Q4: 233,524 shares; 2025Q1: 235,195 shares; 2025Q2: 232,978 shares; 2025Q3: 275,422 shares 275,422 $131M 0.15% +42,444 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,233,308 shares; 2024Q4: 4,290,947 shares; 2025Q1: 4,859,643 shares; 2025Q2: 5,312,064 shares; 2025Q3: 5,776,171 shares 5,776,171 $131M 0.15% +464,107 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 871,685 shares; 2025Q3: 3,821,088 shares 3,821,088 $131M 0.15% +2,949,403 Timeline GSLC 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 875,937 shares; 2024Q4: 890,843 shares; 2025Q1: 898,816 shares; 2025Q2: 936,162 shares; 2025Q3: 983,871 shares 983,871 $128M 0.15% +47,709 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,971 shares; 2024Q4: 188,880 shares; 2025Q1: 200,812 shares; 2025Q2: 208,194 shares; 2025Q3: 252,772 shares 252,772 $126M 0.15% +44,578 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,515 shares; 2024Q4: 227,226 shares; 2025Q1: 250,167 shares; 2025Q2: 253,938 shares; 2025Q3: 601,819 shares 601,819 $126M 0.15% +347,881 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,264 shares; 2024Q4: 284,956 shares; 2025Q1: 306,599 shares; 2025Q2: 335,689 shares; 2025Q3: 446,139 shares 446,139 $126M 0.15% +110,450 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,371 shares; 2024Q4: 375,548 shares; 2025Q1: 425,986 shares; 2025Q2: 440,080 shares; 2025Q3: 487,762 shares 487,762 $125M 0.15% +47,682 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,868,100 shares; 2024Q4: 1,821,087 shares; 2025Q1: 1,947,646 shares; 2025Q2: 1,980,550 shares; 2025Q3: 2,824,947 shares 2,824,947 $124M 0.14% +844,397 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 542,722 shares; 2024Q4: 594,091 shares; 2025Q1: 731,980 shares; 2025Q2: 766,696 shares; 2025Q3: 1,171,731 shares 1,171,731 $123M 0.14% +405,035 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,606 shares; 2024Q4: 378,197 shares; 2025Q1: 1,131,266 shares; 2025Q2: 1,343,673 shares; 2025Q3: 2,433,965 shares 2,433,965 $123M 0.14% +1,090,292 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 984,682 shares; 2024Q4: 1,724,201 shares; 2025Q1: 1,712,873 shares; 2025Q2: 1,841,616 shares; 2025Q3: 2,441,290 shares 2,441,290 $122M 0.14% +599,674 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 748,385 shares; 2024Q4: 766,986 shares; 2025Q1: 806,650 shares; 2025Q2: 612,177 shares; 2025Q3: 1,223,448 shares 1,223,448 $121M 0.14% +611,271 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 626,272 shares; 2024Q4: 590,381 shares; 2025Q1: 626,430 shares; 2025Q2: 697,565 shares; 2025Q3: 828,807 shares 828,807 $121M 0.14% +131,242 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,968 shares; 2024Q4: 139,625 shares; 2025Q1: 1,038,526 shares; 2025Q2: 1,700,150 shares; 2025Q3: 2,221,604 shares 2,221,604 $120M 0.14% +521,454 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,511 shares; 2024Q4: 226,578 shares; 2025Q1: 247,382 shares; 2025Q2: 263,248 shares; 2025Q3: 344,520 shares 344,520 $119M 0.14% +81,272 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,978 shares; 2024Q4: 277,205 shares; 2025Q1: 278,340 shares; 2025Q2: 268,706 shares; 2025Q3: 324,930 shares 324,930 $119M 0.14% +56,224 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361,115 shares; 2024Q4: 347,165 shares; 2025Q1: 339,357 shares; 2025Q2: 366,165 shares; 2025Q3: 385,169 shares 385,169 $119M 0.14% +19,004 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,050 shares; 2024Q4: 205,362 shares; 2025Q1: 193,773 shares; 2025Q2: 220,579 shares; 2025Q3: 253,203 shares 253,203 $117M 0.14% +32,624 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 888,093 shares; 2024Q4: 841,808 shares; 2025Q1: 945,594 shares; 2025Q2: 929,752 shares; 2025Q3: 838,516 shares 838,516 $117M 0.14% -91,236 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,131,436 shares; 2024Q4: 1,118,998 shares; 2025Q1: 1,082,621 shares; 2025Q2: 1,330,058 shares; 2025Q3: 1,591,395 shares 1,591,395 $117M 0.14% +261,337 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 976,734 shares; 2024Q4: 1,015,368 shares; 2025Q1: 1,185,039 shares; 2025Q2: 1,291,646 shares; 2025Q3: 1,488,053 shares 1,488,053 $116M 0.14% +196,407 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600,123 shares; 2024Q4: 681,322 shares; 2025Q1: 828,499 shares; 2025Q2: 917,684 shares; 2025Q3: 1,040,535 shares 1,040,535 $116M 0.13% +122,851 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 514,200 shares; 2024Q4: 535,634 shares; 2025Q1: 606,408 shares; 2025Q2: 611,612 shares; 2025Q3: 705,559 shares 705,559 $114M 0.13% +93,947 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,495 shares; 2024Q4: 290,877 shares; 2025Q1: 168,212 shares; 2025Q2: 181,144 shares; 2025Q3: 417,107 shares 417,107 $114M 0.13% +235,963 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 873,795 shares; 2024Q4: 761,613 shares; 2025Q1: 854,868 shares; 2025Q2: 976,564 shares; 2025Q3: 1,299,024 shares 1,299,024 $113M 0.13% +322,460 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,496,365 shares; 2024Q4: 1,781,913 shares; 2025Q1: 1,252,419 shares; 2025Q2: 1,315,205 shares; 2025Q3: 991,983 shares 991,983 $113M 0.13% -323,222 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,064,160 shares; 2024Q4: 821,905 shares; 2025Q1: 1,065,813 shares; 2025Q2: 1,254,567 shares; 2025Q3: 2,259,976 shares 2,259,976 $113M 0.13% +1,005,409 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,785,494 shares; 2024Q4: 2,718,425 shares; 2025Q1: 2,994,437 shares; 2025Q2: 3,217,474 shares; 2025Q3: 3,983,824 shares 3,983,824 $113M 0.13% +766,350 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 681,391 shares; 2024Q4: 691,890 shares; 2025Q1: 695,720 shares; 2025Q2: 699,649 shares; 2025Q3: 792,925 shares 792,925 $111M 0.13% +93,276 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 916,714 shares; 2024Q4: 938,470 shares; 2025Q1: 1,050,823 shares; 2025Q2: 1,115,508 shares; 2025Q3: 1,617,606 shares 1,617,606 $111M 0.13% +502,098 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 607,000 shares; 2024Q4: 699,020 shares; 2025Q1: 896,033 shares; 2025Q2: 852,233 shares; 2025Q3: 1,145,359 shares 1,145,359 $110M 0.13% +293,126 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,032,342 shares; 2024Q4: 1,072,967 shares; 2025Q1: 1,200,741 shares; 2025Q2: 1,257,655 shares; 2025Q3: 1,636,505 shares 1,636,505 $109M 0.13% +378,850 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 727,730 shares; 2024Q4: 692,586 shares; 2025Q1: 703,233 shares; 2025Q2: 679,018 shares; 2025Q3: 551,082 shares 551,082 $108M 0.13% -127,936 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,380,432 shares; 2024Q4: 1,532,049 shares; 2025Q1: 1,447,685 shares; 2025Q2: 1,383,736 shares; 2025Q3: 1,779,728 shares 1,779,728 $107M 0.12% +395,992 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,368 shares; 2024Q4: 262,282 shares; 2025Q1: 270,360 shares; 2025Q2: 285,227 shares; 2025Q3: 353,861 shares 353,861 $106M 0.12% +68,634 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 951,386 shares; 2024Q4: 915,183 shares; 2025Q1: 954,684 shares; 2025Q2: 916,118 shares; 2025Q3: 1,189,380 shares 1,189,380 $106M 0.12% +273,262 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,702 shares; 2024Q4: 108,850 shares; 2025Q1: 102,778 shares; 2025Q2: 106,973 shares; 2025Q3: 523,094 shares 523,094 $104M 0.12% +416,121 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330,549 shares; 2024Q4: 302,936 shares; 2025Q1: 333,878 shares; 2025Q2: 1,730,909 shares; 2025Q3: 2,030,942 shares 2,030,942 $104M 0.12% +300,033 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 369,413 shares; 2024Q4: 372,003 shares; 2025Q1: 382,782 shares; 2025Q2: 415,652 shares; 2025Q3: 625,090 shares 625,090 $103M 0.12% +209,438 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371,162 shares; 2024Q4: 388,524 shares; 2025Q1: 456,595 shares; 2025Q2: 485,617 shares; 2025Q3: 666,365 shares 666,365 $103M 0.12% +180,748 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450,629 shares; 2024Q4: 482,728 shares; 2025Q1: 535,159 shares; 2025Q2: 595,455 shares; 2025Q3: 742,558 shares 742,558 $102M 0.12% +147,103 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 519,659 shares; 2024Q4: 515,793 shares; 2025Q1: 535,930 shares; 2025Q2: 547,648 shares; 2025Q3: 612,070 shares 612,070 $102M 0.12% +64,422 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,018,334 shares; 2024Q4: 1,065,197 shares; 2025Q1: 1,173,882 shares; 2025Q2: 1,201,924 shares; 2025Q3: 1,523,835 shares 1,523,835 $101M 0.12% +321,911 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,730 shares; 2024Q4: 318,921 shares; 2025Q1: 345,205 shares; 2025Q2: 391,506 shares; 2025Q3: 493,990 shares 493,990 $101M 0.12% +102,484 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,780,348 shares; 2024Q4: 1,795,870 shares; 2025Q1: 1,862,245 shares; 2025Q2: 2,075,810 shares; 2025Q3: 2,314,959 shares 2,314,959 $100M 0.12% +239,149 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 647,686 shares; 2024Q4: 739,486 shares; 2025Q1: 823,152 shares; 2025Q2: 807,179 shares; 2025Q3: 1,185,311 shares 1,185,311 $99.7M 0.12% +378,132 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 472,930 shares; 2024Q4: 452,749 shares; 2025Q1: 489,844 shares; 2025Q2: 493,490 shares; 2025Q3: 695,006 shares 695,006 $97.6M 0.11% +201,516 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,077,021 shares; 2024Q4: 2,048,309 shares; 2025Q1: 2,040,355 shares; 2025Q2: 2,033,286 shares; 2025Q3: 2,096,687 shares 2,096,687 $97M 0.11% +63,401 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,169,051 shares; 2024Q4: 2,316,401 shares; 2025Q1: 2,575,859 shares; 2025Q2: 2,954,080 shares; 2025Q3: 3,550,459 shares 3,550,459 $96.9M 0.11% +596,379 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,096,292 shares; 2024Q4: 1,089,491 shares; 2025Q1: 1,260,357 shares; 2025Q2: 1,300,533 shares; 2025Q3: 1,876,220 shares 1,876,220 $96.8M 0.11% +575,687 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 705,969 shares; 2024Q4: 702,491 shares; 2025Q1: 755,976 shares; 2025Q2: 725,115 shares; 2025Q3: 868,428 shares 868,428 $96M 0.11% +143,313 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 376,075 shares; 2025Q2: 405,245 shares; 2025Q3: 572,947 shares 572,947 $95.9M 0.11% +167,702 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,693 shares; 2024Q4: 78,193 shares; 2025Q1: 84,520 shares; 2025Q2: 91,596 shares; 2025Q3: 119,946 shares 119,946 $95.5M 0.11% +28,350 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,068,631 shares; 2024Q4: 1,108,265 shares; 2025Q1: 1,188,235 shares; 2025Q2: 1,332,795 shares; 2025Q3: 1,318,573 shares 1,318,573 $95.3M 0.11% -14,222 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398,631 shares; 2024Q4: 417,179 shares; 2025Q1: 419,840 shares; 2025Q2: 419,450 shares; 2025Q3: 667,880 shares 667,880 $95.1M 0.11% +248,430 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 699,076 shares; 2024Q4: 755,890 shares; 2025Q1: 812,929 shares; 2025Q2: 978,415 shares; 2025Q3: 1,184,419 shares 1,184,419 $94.7M 0.11% +206,004 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 883,186 shares; 2024Q4: 1,190,512 shares; 2025Q1: 1,558,313 shares; 2025Q2: 1,758,205 shares; 2025Q3: 2,719,260 shares 2,719,260 $94.2M 0.11% +961,055 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,232 shares; 2024Q4: 158,584 shares; 2025Q1: 164,379 shares; 2025Q2: 169,282 shares; 2025Q3: 190,893 shares 190,893 $93.6M 0.11% +21,611 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,051,532 shares; 2024Q4: 1,736,554 shares; 2025Q1: 1,732,413 shares; 2025Q2: 1,519,454 shares; 2025Q3: 2,132,876 shares 2,132,876 $93.4M 0.11% +613,422 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,893 shares; 2024Q4: 299,717 shares; 2025Q1: 307,905 shares; 2025Q2: 301,549 shares; 2025Q3: 359,638 shares 359,638 $93.4M 0.11% +58,089 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 828,850 shares; 2024Q4: 2,672,125 shares; 2025Q1: 2,834,341 shares; 2025Q2: 3,435,332 shares; 2025Q3: 3,535,045 shares 3,535,045 $93M 0.11% +99,713 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,105,041 shares; 2024Q4: 1,090,286 shares; 2025Q1: 1,092,303 shares; 2025Q2: 1,128,197 shares; 2025Q3: 1,299,013 shares 1,299,013 $92.7M 0.11% +170,816 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,899 shares; 2024Q4: 199,910 shares; 2025Q1: 226,219 shares; 2025Q2: 223,296 shares; 2025Q3: 325,547 shares 325,547 $91.9M 0.11% +102,251 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,150 shares; 2024Q4: 377,910 shares; 2025Q1: 545,228 shares; 2025Q2: 645,780 shares; 2025Q3: 762,330 shares 762,330 $91.1M 0.11% +116,550 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,810,637 shares; 2024Q4: 1,886,319 shares; 2025Q1: 1,704,077 shares; 2025Q2: 1,567,119 shares; 2025Q3: 1,803,776 shares 1,803,776 $90.7M 0.11% +236,657 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 590,816 shares; 2024Q4: 584,949 shares; 2025Q1: 721,477 shares; 2025Q2: 761,156 shares; 2025Q3: 924,288 shares 924,288 $90.6M 0.11% +163,132 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 709,627 shares; 2024Q4: 680,931 shares; 2025Q1: 707,194 shares; 2025Q2: 737,967 shares; 2025Q3: 1,076,437 shares 1,076,437 $90.3M 0.1% +338,470 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345,792 shares; 2024Q4: 1,237,294 shares; 2025Q1: 1,304,800 shares; 2025Q2: 1,343,649 shares; 2025Q3: 1,482,548 shares 1,482,548 $89M 0.1% +138,899 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 909,506 shares; 2024Q4: 973,029 shares; 2025Q1: 1,125,791 shares; 2025Q2: 1,192,349 shares; 2025Q3: 1,283,159 shares 1,283,159 $88.5M 0.1% +90,810 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,480,767 shares 3,480,767 $88.1M 0.1% new Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 593,353 shares; 2024Q4: 637,434 shares; 2025Q1: 683,154 shares; 2025Q2: 1,670,688 shares; 2025Q3: 1,904,420 shares 1,904,420 $87.8M 0.1% +233,732 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,341 shares; 2024Q4: 144,036 shares; 2025Q1: 148,126 shares; 2025Q2: 154,538 shares; 2025Q3: 233,812 shares 233,812 $87.5M 0.1% +79,274 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 303,107 shares; 2024Q4: 315,193 shares; 2025Q1: 350,961 shares; 2025Q2: 363,366 shares; 2025Q3: 369,063 shares 369,063 $87.5M 0.1% +5,697 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 406,003 shares; 2024Q4: 1,159,773 shares; 2025Q1: 1,180,973 shares; 2025Q2: 1,227,430 shares; 2025Q3: 2,999,067 shares 2,999,067 $87.3M 0.1% +1,771,637 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 397,716 shares; 2024Q4: 430,045 shares; 2025Q1: 504,393 shares; 2025Q2: 680,902 shares; 2025Q3: 729,517 shares 729,517 $86.4M 0.1% +48,615 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,786,001 shares; 2024Q4: 1,829,614 shares; 2025Q1: 1,919,169 shares; 2025Q2: 1,875,425 shares; 2025Q3: 2,006,221 shares 2,006,221 $85.8M 0.1% +130,796 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,811,428 shares; 2024Q4: 3,895,842 shares; 2025Q1: 3,621,887 shares; 2025Q2: 3,914,799 shares; 2025Q3: 3,701,489 shares 3,701,489 $85.6M 0.1% -213,310 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 617,725 shares; 2024Q4: 629,435 shares; 2025Q1: 808,542 shares; 2025Q2: 972,004 shares; 2025Q3: 1,535,238 shares 1,535,238 $85.5M 0.1% +563,234 Timeline CGMS 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,312,626 shares; 2024Q4: 1,801,857 shares; 2025Q1: 2,261,512 shares; 2025Q2: 2,690,563 shares; 2025Q3: 3,079,538 shares 3,079,538 $85.5M 0.1% +388,975 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,724 shares; 2024Q4: 238,227 shares; 2025Q1: 369,329 shares; 2025Q2: 435,146 shares; 2025Q3: 761,141 shares 761,141 $84.2M 0.1% +325,995 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,470,653 shares; 2024Q4: 1,639,953 shares; 2025Q1: 1,736,317 shares; 2025Q2: 1,667,857 shares; 2025Q3: 1,795,810 shares 1,795,810 $84.1M 0.1% +127,953 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451,033 shares; 2024Q4: 456,457 shares; 2025Q1: 466,843 shares; 2025Q2: 478,921 shares; 2025Q3: 824,331 shares 824,331 $82.4M 0.1% +345,410 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 728,051 shares; 2024Q4: 1,027,084 shares; 2025Q1: 1,554,803 shares; 2025Q2: 1,744,688 shares; 2025Q3: 2,372,898 shares 2,372,898 $82.4M 0.1% +628,210 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 868,462 shares; 2024Q4: 878,342 shares; 2025Q1: 903,766 shares; 2025Q2: 842,862 shares; 2025Q3: 1,012,170 shares 1,012,170 $82.2M 0.1% +169,308 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,661 shares; 2024Q4: 169,844 shares; 2025Q1: 2,813,042 shares; 2025Q2: 2,861,950 shares; 2025Q3: 3,534,405 shares 3,534,405 $81.6M 0.09% +672,455 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483,523 shares; 2024Q4: 543,830 shares; 2025Q1: 790,000 shares; 2025Q2: 856,804 shares; 2025Q3: 1,108,723 shares 1,108,723 $81.5M 0.09% +251,919 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,976 shares; 2024Q4: 212,051 shares; 2025Q1: 337,560 shares; 2025Q2: 548,182 shares; 2025Q3: 1,072,575 shares 1,072,575 $80.6M 0.09% +524,393 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 638,996 shares; 2024Q4: 656,815 shares; 2025Q1: 703,905 shares; 2025Q2: 737,467 shares; 2025Q3: 956,843 shares 956,843 $80.2M 0.09% +219,376 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,385 shares; 2024Q4: 226,134 shares; 2025Q1: 241,151 shares; 2025Q2: 274,406 shares; 2025Q3: 1,038,781 shares 1,038,781 $79.7M 0.09% +764,375 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,329,033 shares; 2024Q4: 1,186,715 shares; 2025Q1: 685,668 shares; 2025Q2: 611,507 shares; 2025Q3: 887,781 shares 887,781 $79.3M 0.09% +276,274 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,513 shares; 2024Q4: 280,790 shares; 2025Q1: 274,927 shares; 2025Q2: 259,602 shares; 2025Q3: 247,829 shares 247,829 $79.3M 0.09% -11,773 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430,843 shares; 2024Q4: 444,270 shares; 2025Q1: 491,396 shares; 2025Q2: 512,629 shares; 2025Q3: 638,778 shares 638,778 $79M 0.09% +126,149 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,949 shares; 2025Q1: 50,203 shares; 2025Q2: 52,438 shares; 2025Q3: 67,538 shares 67,538 $78.7M 0.09% +15,100 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 501,083 shares; 2024Q4: 524,561 shares; 2025Q1: 493,615 shares; 2025Q2: 495,081 shares; 2025Q3: 763,834 shares 763,834 $78.7M 0.09% +268,753 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,185,923 shares; 2024Q4: 1,236,768 shares; 2025Q1: 1,274,832 shares; 2025Q2: 1,144,585 shares; 2025Q3: 1,432,170 shares 1,432,170 $78.4M 0.09% +287,585 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 381,423 shares; 2024Q4: 373,755 shares; 2025Q1: 384,814 shares; 2025Q2: 408,841 shares; 2025Q3: 584,862 shares 584,862 $78.3M 0.09% +176,021 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404,073 shares; 2024Q4: 454,998 shares; 2025Q1: 508,933 shares; 2025Q2: 455,516 shares; 2025Q3: 829,618 shares 829,618 $77.4M 0.09% +374,102 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,992 shares; 2024Q4: 301,092 shares; 2025Q1: 305,921 shares; 2025Q2: 270,634 shares; 2025Q3: 319,289 shares 319,289 $76.5M 0.09% +48,655 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 746,413 shares; 2024Q4: 1,574,052 shares; 2025Q1: 1,470,440 shares; 2025Q2: 1,515,662 shares; 2025Q3: 3,265,605 shares 3,265,605 $76M 0.09% +1,749,943 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 614,500 shares; 2024Q4: 824,585 shares; 2025Q1: 1,132,698 shares; 2025Q2: 1,549,123 shares; 2025Q3: 2,849,129 shares 2,849,129 $75.7M 0.09% +1,300,006 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,062,488 shares; 2024Q4: 2,021,564 shares; 2025Q1: 2,335,151 shares; 2025Q2: 2,528,040 shares; 2025Q3: 2,959,350 shares 2,959,350 $75.4M 0.09% +431,310 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 543,530 shares; 2024Q4: 724,013 shares; 2025Q1: 643,025 shares; 2025Q2: 723,415 shares; 2025Q3: 858,767 shares 858,767 $74.7M 0.09% +135,352 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 730,632 shares; 2025Q2: 1,142,936 shares; 2025Q3: 2,423,710 shares 2,423,710 $74.6M 0.09% +1,280,774 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 824,244 shares; 2024Q4: 964,270 shares; 2025Q1: 696,604 shares; 2025Q2: 712,741 shares; 2025Q3: 748,482 shares 748,482 $74.1M 0.09% +35,741 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,947 shares; 2024Q4: 150,561 shares; 2025Q1: 135,767 shares; 2025Q2: 150,800 shares; 2025Q3: 181,943 shares 181,943 $73.2M 0.09% +31,143 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 491,470 shares; 2024Q4: 483,211 shares; 2025Q1: 510,787 shares; 2025Q2: 488,152 shares; 2025Q3: 638,394 shares 638,394 $73.1M 0.08% +150,242 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,551 shares; 2024Q4: 93,988 shares; 2025Q1: 272,932 shares; 2025Q2: 270,624 shares; 2025Q3: 299,290 shares 299,290 $73.1M 0.08% +28,666 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 811,096 shares; 2024Q4: 898,083 shares; 2025Q1: 913,285 shares; 2025Q2: 934,121 shares; 2025Q3: 1,444,582 shares 1,444,582 $72.9M 0.08% +510,461 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 838,394 shares; 2024Q4: 1,043,218 shares; 2025Q1: 1,049,547 shares; 2025Q2: 834,518 shares; 2025Q3: 949,359 shares 949,359 $72.5M 0.08% +114,841 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 674,227 shares; 2024Q4: 710,940 shares; 2025Q1: 585,915 shares; 2025Q2: 562,332 shares; 2025Q3: 1,110,203 shares 1,110,203 $71.8M 0.08% +547,871 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,984 shares; 2024Q4: 239,946 shares; 2025Q1: 249,488 shares; 2025Q2: 243,453 shares; 2025Q3: 285,729 shares 285,729 $71.8M 0.08% +42,276 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 986,629 shares; 2024Q4: 964,890 shares; 2025Q1: 1,019,400 shares; 2025Q2: 1,019,970 shares; 2025Q3: 1,180,873 shares 1,180,873 $71.8M 0.08% +160,903 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385,626 shares; 2024Q4: 386,247 shares; 2025Q1: 385,468 shares; 2025Q2: 388,313 shares; 2025Q3: 504,655 shares 504,655 $71.7M 0.08% +116,342 Timeline BLV 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 547,401 shares; 2024Q4: 504,365 shares; 2025Q1: 615,047 shares; 2025Q2: 838,604 shares; 2025Q3: 1,008,854 shares 1,008,854 $71.5M 0.08% +170,250 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,471 shares; 2024Q4: 301,019 shares; 2025Q1: 344,599 shares; 2025Q2: 364,214 shares; 2025Q3: 494,057 shares 494,057 $71.4M 0.08% +129,843 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 406,751 shares; 2024Q4: 460,247 shares; 2025Q1: 519,773 shares; 2025Q2: 550,308 shares; 2025Q3: 620,867 shares 620,867 $71.2M 0.08% +70,559 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,278 shares; 2024Q4: 65,424 shares; 2025Q1: 77,531 shares; 2025Q2: 98,466 shares; 2025Q3: 115,721 shares 115,721 $71.2M 0.08% +17,255 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415,468 shares; 2024Q4: 463,320 shares; 2025Q1: 572,139 shares; 2025Q2: 584,666 shares; 2025Q3: 745,943 shares 745,943 $71M 0.08% +161,277 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,252 shares; 2024Q4: 256,568 shares; 2025Q1: 284,479 shares; 2025Q2: 331,524 shares; 2025Q3: 851,984 shares 851,984 $70.5M 0.08% +520,460 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,018,360 shares; 2024Q4: 1,028,433 shares; 2025Q1: 1,235,483 shares; 2025Q2: 1,290,663 shares; 2025Q3: 1,663,215 shares 1,663,215 $70.5M 0.08% +372,552 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,849 shares; 2024Q4: 177,416 shares; 2025Q1: 201,659 shares; 2025Q2: 208,112 shares; 2025Q3: 314,172 shares 314,172 $69.4M 0.08% +106,060 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371,260 shares; 2024Q4: 371,884 shares; 2025Q1: 390,586 shares; 2025Q2: 589,025 shares; 2025Q3: 669,661 shares 669,661 $69.2M 0.08% +80,636 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,305 shares; 2024Q4: 239,324 shares; 2025Q1: 265,756 shares; 2025Q2: 290,447 shares; 2025Q3: 394,910 shares 394,910 $68.9M 0.08% +104,463 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 517,210 shares; 2024Q4: 515,489 shares; 2025Q1: 157,814 shares; 2025Q2: 310,200 shares; 2025Q3: 2,163,765 shares 2,163,765 $68.2M 0.08% +1,853,565 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 520,472 shares; 2024Q4: 537,664 shares; 2025Q1: 575,956 shares; 2025Q2: 606,446 shares; 2025Q3: 713,935 shares 713,935 $67.7M 0.08% +107,489 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 565,264 shares; 2024Q4: 636,151 shares; 2025Q1: 1,054,381 shares; 2025Q2: 1,109,862 shares; 2025Q3: 1,422,676 shares 1,422,676 $67.6M 0.08% +312,814 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,364 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,089,903 shares 2,089,903 $66.5M 0.08% new Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,016,898 shares 2,016,898 $66.4M 0.08% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,887 shares; 2024Q4: 144,665 shares; 2025Q1: 160,883 shares; 2025Q2: 173,577 shares; 2025Q3: 198,702 shares 198,702 $66M 0.08% +25,125 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,706 shares; 2024Q4: 51,214 shares; 2025Q1: 52,934 shares; 2025Q2: 56,086 shares; 2025Q3: 71,463 shares 71,463 $65.8M 0.08% +15,377 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 850,451 shares; 2024Q4: 878,064 shares; 2025Q1: 1,093,233 shares; 2025Q2: 1,398,508 shares; 2025Q3: 1,530,314 shares 1,530,314 $65.7M 0.08% +131,806 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,767 shares; 2024Q4: 189,870 shares; 2025Q1: 222,858 shares; 2025Q2: 165,395 shares; 2025Q3: 222,852 shares 222,852 $65.5M 0.08% +57,457 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 634,752 shares; 2024Q4: 642,028 shares; 2025Q1: 655,930 shares; 2025Q2: 719,411 shares; 2025Q3: 895,266 shares 895,266 $65.3M 0.08% +175,855 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,621 shares; 2024Q4: 174,318 shares; 2025Q1: 173,353 shares; 2025Q2: 176,124 shares; 2025Q3: 221,659 shares 221,659 $65.1M 0.08% +45,535 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,063 shares; 2024Q4: 115,002 shares; 2025Q1: 117,628 shares; 2025Q2: 117,347 shares; 2025Q3: 142,205 shares 142,205 $65M 0.08% +24,858 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,445 shares; 2024Q4: 191,625 shares; 2025Q1: 346,623 shares; 2025Q2: 561,678 shares; 2025Q3: 991,001 shares 991,001 $64.4M 0.07% +429,323 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,554,043 shares; 2024Q4: 1,608,488 shares; 2025Q1: 1,656,064 shares; 2025Q2: 1,697,363 shares; 2025Q3: 1,725,885 shares 1,725,885 $64.2M 0.07% +28,522 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,437 shares; 2024Q4: 301,673 shares; 2025Q1: 592,040 shares; 2025Q2: 859,766 shares; 2025Q3: 1,295,694 shares 1,295,694 $64M 0.07% +435,928 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,482 shares; 2024Q4: 298,292 shares; 2025Q1: 298,327 shares; 2025Q2: 332,445 shares; 2025Q3: 373,210 shares 373,210 $63.8M 0.07% +40,765 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 834,990 shares; 2024Q4: 949,068 shares; 2025Q1: 886,183 shares; 2025Q2: 931,983 shares; 2025Q3: 1,370,745 shares 1,370,745 $63.6M 0.07% +438,762 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 603,058 shares; 2024Q4: 626,387 shares; 2025Q1: 685,613 shares; 2025Q2: 707,952 shares; 2025Q3: 841,207 shares 841,207 $63.5M 0.07% +133,255 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,490 shares; 2024Q4: 103,551 shares; 2025Q1: 279,360 shares; 2025Q2: 403,547 shares; 2025Q3: 440,576 shares 440,576 $63.1M 0.07% +37,029 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,278,762 shares; 2024Q4: 2,087,868 shares; 2025Q1: 2,013,002 shares; 2025Q2: 2,025,138 shares; 2025Q3: 1,067,982 shares 1,067,982 $62.9M 0.07% -957,156 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 464,331 shares; 2024Q4: 480,847 shares; 2025Q1: 537,631 shares; 2025Q2: 614,539 shares; 2025Q3: 825,878 shares 825,878 $62.8M 0.07% +211,339 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,053,391 shares; 2024Q4: 6,012,799 shares; 2025Q1: 5,452,908 shares; 2025Q2: 5,422,353 shares; 2025Q3: 5,063,924 shares 5,063,924 $62.6M 0.07% -358,429 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451,913 shares; 2024Q4: 331,889 shares; 2025Q1: 350,222 shares; 2025Q2: 359,978 shares; 2025Q3: 508,953 shares 508,953 $62.3M 0.07% +148,975 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,313 shares; 2024Q4: 232,821 shares; 2025Q1: 253,043 shares; 2025Q2: 266,168 shares; 2025Q3: 302,368 shares 302,368 $61.9M 0.07% +36,200 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,065 shares; 2024Q4: 100,480 shares; 2025Q1: 117,569 shares; 2025Q2: 124,569 shares; 2025Q3: 191,597 shares 191,597 $61.7M 0.07% +67,028 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,448,908 shares 2,448,908 $61.2M 0.07% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,504 shares; 2024Q4: 212,856 shares; 2025Q1: 275,488 shares; 2025Q2: 380,711 shares; 2025Q3: 614,276 shares 614,276 $61.1M 0.07% +233,565 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,068 shares; 2024Q4: 88,452 shares; 2025Q1: 94,570 shares; 2025Q2: 96,098 shares; 2025Q3: 161,283 shares 161,283 $61.1M 0.07% +65,185 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338,830 shares; 2024Q4: 351,606 shares; 2025Q1: 442,826 shares; 2025Q2: 449,507 shares; 2025Q3: 640,297 shares 640,297 $61M 0.07% +190,790 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 762,313 shares; 2024Q4: 747,090 shares; 2025Q1: 784,095 shares; 2025Q2: 1,091,597 shares; 2025Q3: 773,741 shares 773,741 $60.6M 0.07% -317,856 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,521 shares; 2024Q4: 371,306 shares; 2025Q1: 552,890 shares; 2025Q2: 767,895 shares; 2025Q3: 1,064,089 shares 1,064,089 $60.1M 0.07% +296,194 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 309,402 shares; 2025Q1: 345,551 shares; 2025Q2: 345,824 shares; 2025Q3: 411,155 shares 411,155 $59.9M 0.07% +65,331 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 107,147 shares; 2025Q2: 330,060 shares; 2025Q3: 1,103,879 shares 1,103,879 $59.6M 0.07% +773,819 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441,359 shares; 2024Q4: 411,837 shares; 2025Q1: 468,599 shares; 2025Q2: 343,414 shares; 2025Q3: 444,598 shares 444,598 $58.3M 0.07% +101,184 Timeline GSUS 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 578,599 shares; 2024Q4: 651,231 shares; 2025Q1: 641,028 shares; 2025Q2: 625,358 shares; 2025Q3: 628,677 shares 628,677 $58.1M 0.07% +3,319 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 896,490 shares; 2024Q4: 831,208 shares; 2025Q1: 1,156,696 shares; 2025Q2: 897,059 shares; 2025Q3: 1,093,436 shares 1,093,436 $58M 0.07% +196,377 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,831 shares; 2024Q4: 249,458 shares; 2025Q1: 208,085 shares; 2025Q2: 202,385 shares; 2025Q3: 268,388 shares 268,388 $57.9M 0.07% +66,003 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 851,146 shares; 2024Q4: 1,002,596 shares; 2025Q1: 1,156,821 shares; 2025Q2: 1,221,144 shares; 2025Q3: 1,132,260 shares 1,132,260 $57.8M 0.07% -88,884 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,161,657 shares; 2024Q4: 1,243,684 shares; 2025Q1: 773,706 shares; 2025Q2: 1,092,438 shares; 2025Q3: 1,245,557 shares 1,245,557 $57.7M 0.07% +153,119 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,636 shares; 2025Q1: 214,054 shares; 2025Q2: 1,291,547 shares; 2025Q3: 1,865,744 shares 1,865,744 $57.7M 0.07% +574,197 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 448,615 shares; 2024Q4: 499,410 shares; 2025Q1: 563,124 shares; 2025Q2: 737,364 shares; 2025Q3: 1,117,287 shares 1,117,287 $57.3M 0.07% +379,923 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,432,821 shares; 2024Q4: 1,512,452 shares; 2025Q1: 1,652,466 shares; 2025Q2: 1,685,566 shares; 2025Q3: 2,023,548 shares 2,023,548 $57.3M 0.07% +337,982 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 994,536 shares; 2024Q4: 1,042,174 shares; 2025Q1: 1,160,157 shares; 2025Q2: 1,444,171 shares; 2025Q3: 1,806,664 shares 1,806,664 $57.1M 0.07% +362,493 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 816,601 shares; 2024Q4: 841,589 shares; 2025Q1: 1,009,656 shares; 2025Q2: 1,015,096 shares; 2025Q3: 1,215,618 shares 1,215,618 $57.1M 0.07% +200,522 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,851 shares; 2024Q4: 32,574 shares; 2025Q1: 38,381 shares; 2025Q2: 42,468 shares; 2025Q3: 58,226 shares 58,226 $56.4M 0.07% +15,758 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,553 shares; 2024Q4: 293,256 shares; 2025Q1: 326,445 shares; 2025Q2: 335,123 shares; 2025Q3: 402,401 shares 402,401 $56.2M 0.07% +67,278 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 623,801 shares; 2024Q4: 600,492 shares; 2025Q1: 700,179 shares; 2025Q2: 715,002 shares; 2025Q3: 824,757 shares 824,757 $56.2M 0.07% +109,755 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,078 shares; 2024Q4: 247,467 shares; 2025Q1: 264,235 shares; 2025Q2: 240,927 shares; 2025Q3: 262,078 shares 262,078 $56M 0.07% +21,151 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,035,153 shares; 2024Q4: 1,706,728 shares; 2025Q1: 1,267,484 shares; 2025Q2: 961,710 shares; 2025Q3: 1,099,822 shares 1,099,822 $55.6M 0.06% +138,112 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 328,244 shares; 2025Q1: 353,592 shares; 2025Q2: 371,749 shares; 2025Q3: 414,856 shares 414,856 $55.5M 0.06% +43,107 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 438,512 shares; 2024Q4: 877,009 shares; 2025Q1: 1,704,310 shares; 2025Q2: 1,046,201 shares; 2025Q3: 1,399,884 shares 1,399,884 $55.4M 0.06% +353,683 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,836 shares; 2024Q4: 7,462 shares; 2025Q1: 8,301 shares; 2025Q2: 8,593 shares; 2025Q3: 10,180 shares 10,180 $55M 0.06% +1,587 Timeline RGLO RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 880,658 shares; 2025Q3: 1,931,446 shares 1,931,446 $54.9M 0.06% +1,050,788 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,641 shares; 2024Q4: 50,612 shares; 2025Q1: 61,373 shares; 2025Q2: 64,278 shares; 2025Q3: 72,380 shares 72,380 $54.9M 0.06% +8,102 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,669 shares; 2024Q4: 202,939 shares; 2025Q1: 206,978 shares; 2025Q2: 207,497 shares; 2025Q3: 259,452 shares 259,452 $54.6M 0.06% +51,955 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,593 shares; 2024Q4: 232,234 shares; 2025Q1: 237,968 shares; 2025Q2: 258,505 shares; 2025Q3: 325,055 shares 325,055 $54.4M 0.06% +66,550 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,062 shares; 2024Q4: 62,875 shares; 2025Q1: 62,623 shares; 2025Q2: 69,133 shares; 2025Q3: 91,232 shares 91,232 $54.4M 0.06% +22,099 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,292 shares; 2024Q4: 191,487 shares; 2025Q1: 207,224 shares; 2025Q2: 221,331 shares; 2025Q3: 341,206 shares 341,206 $54.2M 0.06% +119,875 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,045,236 shares; 2024Q4: 1,171,962 shares; 2025Q1: 1,362,285 shares; 2025Q2: 1,521,561 shares; 2025Q3: 2,097,623 shares 2,097,623 $54.2M 0.06% +576,062 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,371 shares; 2024Q4: 1,235,474 shares; 2025Q1: 1,267,904 shares; 2025Q2: 1,345,538 shares; 2025Q3: 1,393,105 shares 1,393,105 $54.1M 0.06% +47,567 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 666,245 shares; 2024Q4: 714,445 shares; 2025Q1: 756,609 shares; 2025Q2: 1,021,010 shares; 2025Q3: 1,097,653 shares 1,097,653 $54.1M 0.06% +76,643 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,215,867 shares; 2024Q4: 1,319,845 shares; 2025Q1: 1,517,599 shares; 2025Q2: 1,839,269 shares; 2025Q3: 2,080,207 shares 2,080,207 $54M 0.06% +240,938 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,831,192 shares; 2024Q4: 2,029,141 shares; 2025Q1: 952,005 shares; 2025Q2: 1,115,586 shares; 2025Q3: 1,398,685 shares 1,398,685 $53.9M 0.06% +283,099 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,369 shares; 2024Q4: 33,966 shares; 2025Q1: 49,116 shares; 2025Q2: 59,696 shares; 2025Q3: 74,958 shares 74,958 $53.9M 0.06% +15,262 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390,315 shares; 2024Q4: 435,414 shares; 2025Q1: 589,834 shares; 2025Q2: 943,609 shares; 2025Q3: 1,590,134 shares 1,590,134 $53.6M 0.06% +646,525 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,091,283 shares; 2024Q4: 1,131,468 shares; 2025Q1: 1,155,076 shares; 2025Q2: 1,199,310 shares; 2025Q3: 1,786,962 shares 1,786,962 $52.9M 0.06% +587,652 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,060 shares; 2024Q4: 265,420 shares; 2025Q1: 265,700 shares; 2025Q2: 270,715 shares; 2025Q3: 252,352 shares 252,352 $52.8M 0.06% -18,363 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,340 shares; 2024Q4: 267,941 shares; 2025Q1: 359,063 shares; 2025Q2: 360,284 shares; 2025Q3: 437,427 shares 437,427 $52.8M 0.06% +77,143 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,154,415 shares; 2024Q4: 1,095,436 shares; 2025Q1: 1,127,928 shares; 2025Q2: 1,086,522 shares; 2025Q3: 1,555,468 shares 1,555,468 $52.7M 0.06% +468,946 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,592 shares; 2024Q4: 124,342 shares; 2025Q1: 97,347 shares; 2025Q2: 80,091 shares; 2025Q3: 905,588 shares 905,588 $52.5M 0.06% +825,497 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,779 shares; 2024Q4: 164,420 shares; 2025Q1: 64,531 shares; 2025Q2: 110,908 shares; 2025Q3: 494,497 shares 494,497 $51.6M 0.06% +383,589 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364,414 shares; 2024Q4: 377,644 shares; 2025Q1: 430,965 shares; 2025Q2: 462,783 shares; 2025Q3: 507,183 shares 507,183 $51.5M 0.06% +44,400 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 482,077 shares; 2024Q4: 497,207 shares; 2025Q1: 514,334 shares; 2025Q2: 511,859 shares; 2025Q3: 607,159 shares 607,159 $51.4M 0.06% +95,300 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,801 shares; 2024Q4: 47,840 shares; 2025Q1: 41,289 shares; 2025Q2: 43,830 shares; 2025Q3: 75,043 shares 75,043 $51.2M 0.06% +31,213 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 772,194 shares; 2024Q4: 838,934 shares; 2025Q1: 917,107 shares; 2025Q2: 967,552 shares; 2025Q3: 1,019,302 shares 1,019,302 $51.2M 0.06% +51,750 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,399 shares; 2024Q4: 240,392 shares; 2025Q1: 279,660 shares; 2025Q2: 251,955 shares; 2025Q3: 327,419 shares 327,419 $50.9M 0.06% +75,464 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 387,174 shares; 2024Q4: 379,230 shares; 2025Q1: 399,124 shares; 2025Q2: 428,463 shares; 2025Q3: 530,596 shares 530,596 $50.7M 0.06% +102,133 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 857,407 shares; 2024Q4: 916,448 shares; 2025Q1: 905,543 shares; 2025Q2: 939,456 shares; 2025Q3: 1,026,243 shares 1,026,243 $50.6M 0.06% +86,787 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 810,592 shares; 2024Q4: 947,651 shares; 2025Q1: 1,128,599 shares; 2025Q2: 1,238,254 shares; 2025Q3: 1,408,221 shares 1,408,221 $50.6M 0.06% +169,967 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 363,551 shares; 2024Q4: 392,939 shares; 2025Q1: 300,372 shares; 2025Q2: 554,094 shares; 2025Q3: 941,736 shares 941,736 $50.3M 0.06% +387,642 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,089,157 shares; 2024Q4: 1,078,736 shares; 2025Q1: 1,131,950 shares; 2025Q2: 1,102,838 shares; 2025Q3: 1,594,139 shares 1,594,139 $50.1M 0.06% +491,301 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,256 shares; 2024Q4: 172,434 shares; 2025Q1: 182,010 shares; 2025Q2: 184,662 shares; 2025Q3: 211,718 shares 211,718 $50M 0.06% +27,056 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 456,675 shares; 2024Q4: 490,376 shares; 2025Q1: 498,963 shares; 2025Q2: 427,015 shares; 2025Q3: 644,801 shares 644,801 $50M 0.06% +217,786 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,746 shares; 2024Q4: 193,864 shares; 2025Q1: 197,094 shares; 2025Q2: 200,036 shares; 2025Q3: 270,668 shares 270,668 $49.7M 0.06% +70,632 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,629 shares; 2024Q4: 52,905 shares; 2025Q1: 61,197 shares; 2025Q2: 68,336 shares; 2025Q3: 104,097 shares 104,097 $49.4M 0.06% +35,761 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 468,634 shares; 2024Q4: 513,320 shares; 2025Q1: 640,756 shares; 2025Q2: 898,532 shares; 2025Q3: 1,038,861 shares 1,038,861 $49.4M 0.06% +140,329 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,418,229 shares; 2024Q4: 1,695,694 shares; 2025Q1: 1,554,621 shares; 2025Q2: 1,366,615 shares; 2025Q3: 1,558,645 shares 1,558,645 $49.2M 0.06% +192,030 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 946,353 shares; 2024Q4: 781,967 shares; 2025Q1: 885,704 shares; 2025Q2: 968,086 shares; 2025Q3: 1,623,392 shares 1,623,392 $49.2M 0.06% +655,306 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 605,822 shares; 2024Q4: 585,235 shares; 2025Q1: 659,223 shares; 2025Q2: 691,150 shares; 2025Q3: 776,057 shares 776,057 $49.2M 0.06% +84,907 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 831,131 shares; 2024Q4: 901,700 shares; 2025Q1: 976,494 shares; 2025Q2: 1,019,430 shares; 2025Q3: 1,771,334 shares 1,771,334 $49M 0.06% +751,904 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,618 shares; 2024Q4: 57,417 shares; 2025Q1: 62,363 shares; 2025Q2: 64,196 shares; 2025Q3: 79,902 shares 79,902 $48.7M 0.06% +15,706 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 726,107 shares; 2024Q4: 747,095 shares; 2025Q1: 799,153 shares; 2025Q2: 824,852 shares; 2025Q3: 930,518 shares 930,518 $48.6M 0.06% +105,666 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 762,535 shares; 2024Q4: 968,518 shares; 2025Q1: 1,515,962 shares; 2025Q2: 1,415,651 shares; 2025Q3: 745,883 shares 745,883 $48.5M 0.06% -669,768 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,625 shares; 2024Q4: 88,833 shares; 2025Q1: 129,831 shares; 2025Q2: 149,413 shares; 2025Q3: 1,081,707 shares 1,081,707 $48.5M 0.06% +932,294 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 731,080 shares; 2024Q4: 681,255 shares; 2025Q1: 706,924 shares; 2025Q2: 872,949 shares; 2025Q3: 1,147,740 shares 1,147,740 $48.4M 0.06% +274,791 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,762 shares; 2024Q4: 67,202 shares; 2025Q1: 77,302 shares; 2025Q2: 74,498 shares; 2025Q3: 107,764 shares 107,764 $48.2M 0.06% +33,266 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,094 shares; 2025Q1: 31,774 shares; 2025Q2: 120,827 shares; 2025Q3: 1,903,370 shares 1,903,370 $48.1M 0.06% +1,782,543 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,259 shares; 2024Q4: 267,934 shares; 2025Q1: 287,085 shares; 2025Q2: 320,647 shares; 2025Q3: 566,581 shares 566,581 $48M 0.06% +245,934 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340,095 shares; 2024Q4: 444,864 shares; 2025Q1: 425,217 shares; 2025Q2: 429,579 shares; 2025Q3: 484,833 shares 484,833 $47.8M 0.06% +55,254 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,549 shares; 2024Q4: 58,593 shares; 2025Q1: 79,598 shares; 2025Q2: 145,419 shares; 2025Q3: 224,223 shares 224,223 $47.7M 0.06% +78,804 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,787 shares; 2024Q4: 24,648 shares; 2025Q1: 30,794 shares; 2025Q2: 34,140 shares; 2025Q3: 44,130 shares 44,130 $47.6M 0.06% +9,990 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,682 shares; 2024Q4: 92,635 shares; 2025Q1: 109,781 shares; 2025Q2: 125,114 shares; 2025Q3: 144,331 shares 144,331 $47.5M 0.06% +19,217 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,335 shares; 2024Q4: 309,702 shares; 2025Q1: 379,159 shares; 2025Q2: 426,266 shares; 2025Q3: 878,241 shares 878,241 $47.1M 0.05% +451,975 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,811 shares; 2024Q4: 126,403 shares; 2025Q1: 172,525 shares; 2025Q2: 193,941 shares; 2025Q3: 240,103 shares 240,103 $47M 0.05% +46,162 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,981 shares; 2024Q4: 165,775 shares; 2025Q1: 339,577 shares; 2025Q2: 258,054 shares; 2025Q3: 1,165,565 shares 1,165,565 $47M 0.05% +907,511 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 815,201 shares; 2024Q4: 1,080,796 shares; 2025Q1: 1,118,629 shares; 2025Q2: 1,204,712 shares; 2025Q3: 1,349,646 shares 1,349,646 $47M 0.05% +144,934 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,193 shares; 2024Q4: 58,115 shares; 2025Q1: 65,818 shares; 2025Q2: 66,807 shares; 2025Q3: 96,503 shares 96,503 $46.8M 0.05% +29,696 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,181 shares; 2024Q4: 104,734 shares; 2025Q1: 111,047 shares; 2025Q2: 115,368 shares; 2025Q3: 171,564 shares 171,564 $46.8M 0.05% +56,196 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 492,276 shares; 2024Q4: 489,413 shares; 2025Q1: 521,343 shares; 2025Q2: 538,766 shares; 2025Q3: 1,277,361 shares 1,277,361 $46.7M 0.05% +738,595 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,767 shares; 2024Q4: 92,351 shares; 2025Q1: 96,797 shares; 2025Q2: 98,966 shares; 2025Q3: 125,962 shares 125,962 $46.6M 0.05% +26,996 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335,986 shares; 2024Q4: 392,674 shares; 2025Q1: 468,566 shares; 2025Q2: 703,614 shares; 2025Q3: 858,787 shares 858,787 $46.5M 0.05% +155,173 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,612 shares; 2024Q4: 104,173 shares; 2025Q1: 111,710 shares; 2025Q2: 108,799 shares; 2025Q3: 135,226 shares 135,226 $46.1M 0.05% +26,427 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,730 shares; 2024Q4: 279,246 shares; 2025Q1: 344,996 shares; 2025Q2: 319,314 shares; 2025Q3: 413,145 shares 413,145 $46M 0.05% +93,831 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,008,042 shares; 2024Q4: 1,059,943 shares; 2025Q1: 1,125,292 shares; 2025Q2: 1,162,067 shares; 2025Q3: 1,319,660 shares 1,319,660 $45.9M 0.05% +157,593 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 893,415 shares; 2024Q4: 1,021,903 shares; 2025Q1: 1,120,368 shares; 2025Q2: 1,427,377 shares; 2025Q3: 1,584,909 shares 1,584,909 $45.8M 0.05% +157,532 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,873 shares; 2024Q4: 154,119 shares; 2025Q1: 174,594 shares; 2025Q2: 148,931 shares; 2025Q3: 168,624 shares 168,624 $45.7M 0.05% +19,693 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,306 shares; 2024Q4: 82,257 shares; 2025Q1: 81,968 shares; 2025Q2: 89,313 shares; 2025Q3: 161,665 shares 161,665 $45.6M 0.05% +72,352 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,296 shares; 2024Q4: 258,786 shares; 2025Q1: 254,395 shares; 2025Q2: 242,505 shares; 2025Q3: 306,390 shares 306,390 $45.5M 0.05% +63,885 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,055 shares; 2024Q4: 131,123 shares; 2025Q1: 147,338 shares; 2025Q2: 159,123 shares; 2025Q3: 226,438 shares 226,438 $45.5M 0.05% +67,315 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,588 shares; 2024Q4: 226,156 shares; 2025Q1: 229,813 shares; 2025Q2: 235,758 shares; 2025Q3: 256,578 shares 256,578 $45.4M 0.05% +20,820 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,540 shares; 2024Q4: 114,752 shares; 2025Q1: 122,656 shares; 2025Q2: 117,329 shares; 2025Q3: 374,377 shares 374,377 $44.9M 0.05% +257,048 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,271,965 shares; 2024Q4: 1,353,318 shares; 2025Q1: 1,366,063 shares; 2025Q2: 1,425,732 shares; 2025Q3: 1,510,232 shares 1,510,232 $44.7M 0.05% +84,500 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 726,753 shares; 2024Q4: 792,407 shares; 2025Q1: 1,664,340 shares; 2025Q2: 1,702,735 shares; 2025Q3: 1,833,861 shares 1,833,861 $44.6M 0.05% +131,126 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 723,135 shares; 2024Q4: 741,949 shares; 2025Q1: 745,643 shares; 2025Q2: 802,876 shares; 2025Q3: 878,648 shares 878,648 $44.5M 0.05% +75,772 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,219 shares; 2024Q4: 181,934 shares; 2025Q1: 248,256 shares; 2025Q2: 298,238 shares; 2025Q3: 472,035 shares 472,035 $44.3M 0.05% +173,797 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,809 shares; 2024Q4: 30,686 shares; 2025Q1: 83,361 shares; 2025Q2: 105,124 shares; 2025Q3: 325,728 shares 325,728 $44.2M 0.05% +220,604 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 427,390 shares; 2024Q4: 427,670 shares; 2025Q1: 431,612 shares; 2025Q2: 423,918 shares; 2025Q3: 971,342 shares 971,342 $44.1M 0.05% +547,424 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,397 shares; 2024Q4: 107,466 shares; 2025Q1: 134,797 shares; 2025Q2: 138,443 shares; 2025Q3: 178,095 shares 178,095 $43.9M 0.05% +39,652 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,802 shares; 2024Q4: 216,767 shares; 2025Q1: 244,969 shares; 2025Q2: 263,470 shares; 2025Q3: 290,706 shares 290,706 $43.9M 0.05% +27,236 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,714 shares; 2024Q4: 327,974 shares; 2025Q1: 340,038 shares; 2025Q2: 351,590 shares; 2025Q3: 463,610 shares 463,610 $43.9M 0.05% +112,020 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 994,730 shares; 2024Q4: 962,699 shares; 2025Q1: 601,314 shares; 2025Q2: 721,292 shares; 2025Q3: 525,451 shares 525,451 $43.6M 0.05% -195,841 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,415 shares; 2024Q4: 90,314 shares; 2025Q1: 91,099 shares; 2025Q2: 91,896 shares; 2025Q3: 89,476 shares 89,476 $43.5M 0.05% -2,420 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,438,480 shares; 2025Q2: 1,556,479 shares; 2025Q3: 2,384,205 shares 2,384,205 $43.5M 0.05% +827,726 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,462 shares; 2024Q4: 1,032,219 shares; 2025Q1: 1,175,080 shares; 2025Q2: 1,278,102 shares; 2025Q3: 589,000 shares 589,000 $43.3M 0.05% -689,102 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,366 shares; 2024Q4: 229,944 shares; 2025Q1: 243,333 shares; 2025Q2: 265,299 shares; 2025Q3: 390,180 shares 390,180 $43.3M 0.05% +124,881 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,372 shares; 2024Q4: 319,161 shares; 2025Q1: 334,733 shares; 2025Q2: 348,145 shares; 2025Q3: 442,150 shares 442,150 $43.2M 0.05% +94,005 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,953 shares; 2024Q4: 91,842 shares; 2025Q1: 102,627 shares; 2025Q2: 106,607 shares; 2025Q3: 122,245 shares 122,245 $43.1M 0.05% +15,638 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 910,028 shares; 2024Q4: 732,630 shares; 2025Q1: 747,666 shares; 2025Q2: 752,352 shares; 2025Q3: 897,981 shares 897,981 $42.8M 0.05% +145,629 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,605 shares; 2024Q4: 278,681 shares; 2025Q1: 349,372 shares; 2025Q2: 379,467 shares; 2025Q3: 504,549 shares 504,549 $42.1M 0.05% +125,082 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,338 shares; 2024Q4: 225,302 shares; 2025Q1: 241,611 shares; 2025Q2: 249,049 shares; 2025Q3: 435,512 shares 435,512 $42.1M 0.05% +186,463 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,560 shares; 2024Q4: 218,987 shares; 2025Q1: 249,126 shares; 2025Q2: 247,427 shares; 2025Q3: 320,718 shares 320,718 $42.1M 0.05% +73,291 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,133 shares; 2024Q4: 354,128 shares; 2025Q1: 427,265 shares; 2025Q2: 458,535 shares; 2025Q3: 422,010 shares 422,010 $42M 0.05% -36,525 Timeline QDEC 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 443,947 shares; 2024Q4: 437,036 shares; 2025Q1: 485,683 shares; 2025Q2: 466,528 shares; 2025Q3: 1,349,479 shares 1,349,479 $42M 0.05% +882,951 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357,712 shares; 2024Q4: 376,398 shares; 2025Q1: 336,006 shares; 2025Q2: 386,816 shares; 2025Q3: 468,740 shares 468,740 $42M 0.05% +81,924 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,539,882 shares; 2024Q4: 1,199,421 shares; 2025Q1: 891,496 shares; 2025Q2: 729,977 shares; 2025Q3: 942,771 shares 942,771 $41.9M 0.05% +212,794 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 421,418 shares; 2024Q4: 441,411 shares; 2025Q1: 351,630 shares; 2025Q2: 769,987 shares; 2025Q3: 914,631 shares 914,631 $41.9M 0.05% +144,644 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,048,265 shares; 2024Q4: 1,021,417 shares; 2025Q1: 579,726 shares; 2025Q2: 640,928 shares; 2025Q3: 832,257 shares 832,257 $41.7M 0.05% +191,329 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,633,526 shares; 2024Q4: 1,834,540 shares; 2025Q1: 1,752,023 shares; 2025Q2: 1,372,082 shares; 2025Q3: 1,739,807 shares 1,739,807 $41.7M 0.05% +367,725 Timeline QQH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 351,524 shares; 2024Q4: 379,339 shares; 2025Q1: 447,427 shares; 2025Q2: 509,411 shares; 2025Q3: 544,659 shares 544,659 $41.6M 0.05% +35,248 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377,880 shares; 2024Q4: 393,855 shares; 2025Q1: 395,140 shares; 2025Q2: 385,088 shares; 2025Q3: 1,041,519 shares 1,041,519 $41.3M 0.05% +656,431 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650,688 shares; 2024Q4: 665,845 shares; 2025Q1: 676,649 shares; 2025Q2: 679,807 shares; 2025Q3: 910,384 shares 910,384 $41.2M 0.05% +230,577 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,249 shares; 2024Q4: 313,065 shares; 2025Q1: 235,385 shares; 2025Q2: 220,992 shares; 2025Q3: 281,836 shares 281,836 $41M 0.05% +60,844 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 598,319 shares; 2024Q4: 767,323 shares; 2025Q1: 711,538 shares; 2025Q2: 1,072,378 shares; 2025Q3: 1,246,256 shares 1,246,256 $40.9M 0.05% +173,878 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341,573 shares; 2024Q4: 469,108 shares; 2025Q1: 688,293 shares; 2025Q2: 777,031 shares; 2025Q3: 1,081,311 shares 1,081,311 $40.8M 0.05% +304,280 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,371 shares; 2024Q4: 256,029 shares; 2025Q1: 293,722 shares; 2025Q2: 305,486 shares; 2025Q3: 373,773 shares 373,773 $40.7M 0.05% +68,287 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,937 shares; 2024Q4: 45,784 shares; 2025Q1: 36,592 shares; 2025Q2: 39,809 shares; 2025Q3: 373,284 shares 373,284 $40.6M 0.05% +333,475 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,132 shares; 2024Q4: 97,170 shares; 2025Q1: 118,512 shares; 2025Q2: 128,772 shares; 2025Q3: 168,697 shares 168,697 $40.4M 0.05% +39,925 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,726 shares; 2024Q4: 181,938 shares; 2025Q1: 204,059 shares; 2025Q2: 222,390 shares; 2025Q3: 325,506 shares 325,506 $40.3M 0.05% +103,116 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 592,717 shares; 2024Q4: 585,526 shares; 2025Q1: 645,487 shares; 2025Q2: 677,149 shares; 2025Q3: 832,420 shares 832,420 $40.2M 0.05% +155,271 Timeline JPEF 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,619 shares; 2024Q4: 201,430 shares; 2025Q1: 272,186 shares; 2025Q2: 334,092 shares; 2025Q3: 540,522 shares 540,522 $40M 0.05% +206,430 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,525 shares; 2024Q4: 17,405 shares; 2025Q1: 18,712 shares; 2025Q2: 317,328 shares; 2025Q3: 370,620 shares 370,620 $40M 0.05% +53,292 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 435,888 shares; 2024Q4: 424,975 shares; 2025Q1: 475,880 shares; 2025Q2: 506,504 shares; 2025Q3: 644,793 shares 644,793 $39.7M 0.05% +138,289 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,721 shares; 2024Q4: 63,769 shares; 2025Q1: 62,144 shares; 2025Q2: 84,837 shares; 2025Q3: 287,510 shares 287,510 $39.6M 0.05% +202,673 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,074 shares; 2024Q4: 33,668 shares; 2025Q1: 37,515 shares; 2025Q2: 37,812 shares; 2025Q3: 51,076 shares 51,076 $39.5M 0.05% +13,264 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 580,098 shares; 2024Q4: 560,322 shares; 2025Q1: 633,796 shares; 2025Q2: 672,221 shares; 2025Q3: 813,442 shares 813,442 $39.4M 0.05% +141,221 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,444 shares; 2024Q4: 350,927 shares; 2025Q1: 373,316 shares; 2025Q2: 375,540 shares; 2025Q3: 387,192 shares 387,192 $39M 0.05% +11,652 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312,255 shares; 2024Q4: 318,779 shares; 2025Q1: 344,963 shares; 2025Q2: 361,284 shares; 2025Q3: 515,238 shares 515,238 $38.8M 0.05% +153,954 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,415 shares; 2024Q4: 197,609 shares; 2025Q1: 233,342 shares; 2025Q2: 316,568 shares; 2025Q3: 522,154 shares 522,154 $38.8M 0.05% +205,586 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,125 shares; 2024Q4: 219,119 shares; 2025Q1: 228,941 shares; 2025Q2: 493,467 shares; 2025Q3: 616,056 shares 616,056 $38.8M 0.05% +122,589 Timeline LGH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379,418 shares; 2024Q4: 417,666 shares; 2025Q1: 502,287 shares; 2025Q2: 593,424 shares; 2025Q3: 639,581 shares 639,581 $38.6M 0.04% +46,157 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331,536 shares; 2024Q4: 606,297 shares; 2025Q1: 605,351 shares; 2025Q2: 662,146 shares; 2025Q3: 1,639,115 shares 1,639,115 $38.5M 0.04% +976,969 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231,139 shares; 2024Q4: 234,467 shares; 2025Q1: 254,287 shares; 2025Q2: 304,235 shares; 2025Q3: 405,726 shares 405,726 $38.3M 0.04% +101,491 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374,640 shares; 2024Q4: 410,982 shares; 2025Q1: 452,466 shares; 2025Q2: 605,833 shares; 2025Q3: 730,829 shares 730,829 $38.2M 0.04% +124,996 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428,293 shares; 2024Q4: 425,793 shares; 2025Q1: 423,163 shares; 2025Q2: 445,451 shares; 2025Q3: 552,915 shares 552,915 $38.1M 0.04% +107,464 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,313 shares; 2024Q4: 253,397 shares; 2025Q1: 244,938 shares; 2025Q2: 446,409 shares; 2025Q3: 1,050,471 shares 1,050,471 $38M 0.04% +604,062 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,259 shares; 2024Q4: 43,215 shares; 2025Q1: 77,834 shares; 2025Q2: 197,343 shares; 2025Q3: 1,033,357 shares 1,033,357 $37.8M 0.04% +836,014 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288,128 shares; 2024Q4: 362,609 shares; 2025Q1: 532,495 shares; 2025Q2: 532,836 shares; 2025Q3: 654,629 shares 654,629 $37.7M 0.04% +121,793 Timeline FTCB 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 443,021 shares; 2025Q1: 1,035,640 shares; 2025Q2: 1,463,717 shares; 2025Q3: 1,762,990 shares 1,762,990 $37.6M 0.04% +299,273 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,235 shares; 2024Q4: 102,828 shares; 2025Q1: 111,461 shares; 2025Q2: 105,402 shares; 2025Q3: 194,199 shares 194,199 $37.3M 0.04% +88,797 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,322 shares; 2024Q4: 182,382 shares; 2025Q1: 202,816 shares; 2025Q2: 204,789 shares; 2025Q3: 240,081 shares 240,081 $37.3M 0.04% +35,292 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 520,819 shares; 2024Q4: 584,519 shares; 2025Q1: 766,329 shares; 2025Q2: 681,268 shares; 2025Q3: 735,625 shares 735,625 $37.2M 0.04% +54,357 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,296 shares; 2024Q4: 222,911 shares; 2025Q1: 349,977 shares; 2025Q2: 734,509 shares; 2025Q3: 1,021,180 shares 1,021,180 $37.1M 0.04% +286,671 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479,888 shares; 2024Q4: 541,391 shares; 2025Q1: 586,842 shares; 2025Q2: 631,308 shares; 2025Q3: 527,702 shares 527,702 $36.9M 0.04% -103,606 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,918 shares; 2024Q4: 128,275 shares; 2025Q1: 157,283 shares; 2025Q2: 156,429 shares; 2025Q3: 179,542 shares 179,542 $36.9M 0.04% +23,113 Timeline BENJ HORIZON FDS More: the full row for HORIZON FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 717,058 shares 717,058 $36.8M 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,717 shares; 2024Q4: 185,677 shares; 2025Q1: 221,717 shares; 2025Q2: 239,858 shares; 2025Q3: 321,143 shares 321,143 $36.8M 0.04% +81,285 Timeline BSJQ 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,162,265 shares; 2024Q4: 1,247,030 shares; 2025Q1: 1,398,691 shares; 2025Q2: 1,353,088 shares; 2025Q3: 1,562,285 shares 1,562,285 $36.6M 0.04% +209,197 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 326,405 shares; 2025Q2: 324,972 shares; 2025Q3: 476,389 shares 476,389 $36.4M 0.04% +151,417 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,877 shares; 2024Q4: 419,953 shares; 2025Q1: 435,455 shares; 2025Q2: 440,569 shares; 2025Q3: 455,622 shares 455,622 $36.3M 0.04% +15,053 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,611 shares; 2024Q4: 263,332 shares; 2025Q1: 249,450 shares; 2025Q2: 310,794 shares; 2025Q3: 527,235 shares 527,235 $36.1M 0.04% +216,441 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,330 shares; 2024Q4: 249,888 shares; 2025Q1: 252,363 shares; 2025Q2: 246,712 shares; 2025Q3: 321,846 shares 321,846 $36M 0.04% +75,134 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,763 shares; 2024Q4: 243,190 shares; 2025Q1: 258,098 shares; 2025Q2: 209,821 shares; 2025Q3: 285,434 shares 285,434 $35.9M 0.04% +75,613 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,215 shares; 2024Q4: 63,771 shares; 2025Q1: 69,592 shares; 2025Q2: 72,504 shares; 2025Q3: 137,653 shares 137,653 $35.9M 0.04% +65,149 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 721,715 shares; 2024Q4: 764,638 shares; 2025Q1: 816,561 shares; 2025Q2: 875,803 shares; 2025Q3: 949,084 shares 949,084 $35.9M 0.04% +73,281 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,721 shares; 2024Q4: 29,350 shares; 2025Q1: 28,081 shares; 2025Q2: 31,007 shares; 2025Q3: 37,485 shares 37,485 $35.8M 0.04% +6,478 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 753,582 shares; 2024Q4: 742,809 shares; 2025Q1: 911,999 shares; 2025Q2: 629,985 shares; 2025Q3: 824,838 shares 824,838 $35.7M 0.04% +194,853 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,969 shares; 2024Q4: 60,278 shares; 2025Q1: 72,226 shares; 2025Q2: 75,693 shares; 2025Q3: 84,388 shares 84,388 $35.6M 0.04% +8,695 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 585,879 shares; 2024Q4: 636,709 shares; 2025Q1: 661,731 shares; 2025Q2: 592,755 shares; 2025Q3: 789,166 shares 789,166 $35.6M 0.04% +196,411 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 453,551 shares; 2024Q4: 474,619 shares; 2025Q1: 527,270 shares; 2025Q2: 554,590 shares; 2025Q3: 777,708 shares 777,708 $35.6M 0.04% +223,118 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359,582 shares; 2024Q4: 379,656 shares; 2025Q1: 305,873 shares; 2025Q2: 599,039 shares; 2025Q3: 482,341 shares 482,341 $35.4M 0.04% -116,698 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,174 shares; 2024Q4: 43,530 shares; 2025Q1: 46,045 shares; 2025Q2: 51,320 shares; 2025Q3: 76,736 shares 76,736 $35.1M 0.04% +25,416 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,217 shares; 2024Q4: 204,188 shares; 2025Q1: 218,335 shares; 2025Q2: 166,163 shares; 2025Q3: 185,258 shares 185,258 $35.1M 0.04% +19,095 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,731 shares; 2024Q4: 320,226 shares; 2025Q1: 320,743 shares; 2025Q2: 372,901 shares; 2025Q3: 424,673 shares 424,673 $35M 0.04% +51,772 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,239 shares; 2024Q4: 230,604 shares; 2025Q1: 509,316 shares; 2025Q2: 579,860 shares; 2025Q3: 550,870 shares 550,870 $34.9M 0.04% -28,990 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,194,414 shares; 2024Q4: 1,292,361 shares; 2025Q1: 1,378,087 shares; 2025Q2: 1,486,807 shares; 2025Q3: 2,050,384 shares 2,050,384 $34.9M 0.04% +563,577 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,327,194 shares; 2024Q4: 1,396,837 shares; 2025Q1: 1,609,401 shares; 2025Q2: 1,698,084 shares; 2025Q3: 2,031,646 shares 2,031,646 $34.9M 0.04% +333,562 Timeline GOVI 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 969,869 shares; 2025Q2: 1,037,577 shares; 2025Q3: 1,250,995 shares 1,250,995 $34.7M 0.04% +213,418 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,540 shares; 2024Q4: 37,705 shares; 2025Q1: 68,274 shares; 2025Q2: 54,004 shares; 2025Q3: 102,759 shares 102,759 $34.7M 0.04% +48,755 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,838 shares; 2024Q4: 284,828 shares; 2025Q1: 269,678 shares; 2025Q2: 355,574 shares; 2025Q3: 299,016 shares 299,016 $34.4M 0.04% -56,558 Timeline FIIG 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,254,090 shares; 2025Q1: 1,391,596 shares; 2025Q2: 1,393,493 shares; 2025Q3: 1,616,741 shares 1,616,741 $34.3M 0.04% +223,248 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,993 shares; 2024Q4: 61,674 shares; 2025Q1: 63,898 shares; 2025Q2: 68,539 shares; 2025Q3: 99,066 shares 99,066 $34.3M 0.04% +30,527 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 917,381 shares; 2024Q4: 983,926 shares; 2025Q1: 1,003,592 shares; 2025Q2: 940,927 shares; 2025Q3: 1,091,652 shares 1,091,652 $34.1M 0.04% +150,725 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,208 shares; 2024Q4: 58,990 shares; 2025Q1: 68,866 shares; 2025Q2: 65,194 shares; 2025Q3: 80,774 shares 80,774 $34.1M 0.04% +15,580 Timeline HAP VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 526,512 shares; 2024Q4: 530,152 shares; 2025Q1: 616,159 shares; 2025Q2: 623,285 shares; 2025Q3: 595,971 shares 595,971 $34M 0.04% -27,314 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,024,316 shares; 2024Q4: 1,251,064 shares; 2025Q1: 1,263,415 shares; 2025Q2: 1,215,267 shares; 2025Q3: 1,344,432 shares 1,344,432 $33.9M 0.04% +129,165 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,545 shares; 2024Q4: 270,704 shares; 2025Q1: 325,548 shares; 2025Q2: 342,871 shares; 2025Q3: 494,551 shares 494,551 $33.8M 0.04% +151,680 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 394,902 shares; 2024Q4: 421,974 shares; 2025Q1: 378,707 shares; 2025Q2: 506,498 shares; 2025Q3: 580,105 shares 580,105 $33.8M 0.04% +73,607 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,044 shares; 2024Q4: 93,958 shares; 2025Q1: 94,970 shares; 2025Q2: 97,696 shares; 2025Q3: 136,724 shares 136,724 $33.6M 0.04% +39,028 Timeline XLB 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385,376 shares; 2024Q4: 388,809 shares; 2025Q1: 406,367 shares; 2025Q2: 397,957 shares; 2025Q3: 369,028 shares 369,028 $33.1M 0.04% -28,929 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,527 shares; 2024Q4: 66,111 shares; 2025Q1: 75,679 shares; 2025Q2: 77,753 shares; 2025Q3: 106,425 shares 106,425 $33M 0.04% +28,672 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,819 shares; 2024Q4: 217,798 shares; 2025Q1: 224,022 shares; 2025Q2: 154,333 shares; 2025Q3: 175,333 shares 175,333 $32.9M 0.04% +21,000 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425,998 shares; 2024Q4: 503,551 shares; 2025Q1: 581,434 shares; 2025Q2: 636,711 shares; 2025Q3: 880,532 shares 880,532 $32.9M 0.04% +243,821 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288,050 shares; 2024Q4: 296,944 shares; 2025Q1: 311,120 shares; 2025Q2: 300,667 shares; 2025Q3: 334,577 shares 334,577 $32.8M 0.04% +33,910 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,402 shares; 2024Q4: 188,746 shares; 2025Q1: 208,894 shares; 2025Q2: 213,247 shares; 2025Q3: 291,004 shares 291,004 $32.7M 0.04% +77,757 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,084 shares; 2024Q4: 134,273 shares; 2025Q1: 101,471 shares; 2025Q2: 109,731 shares; 2025Q3: 164,862 shares 164,862 $32.7M 0.04% +55,131 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,729 shares; 2024Q4: 65,973 shares; 2025Q1: 89,204 shares; 2025Q2: 91,243 shares; 2025Q3: 106,948 shares 106,948 $32.7M 0.04% +15,705 Timeline GCOR 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 501,952 shares; 2024Q4: 551,824 shares; 2025Q1: 456,229 shares; 2025Q2: 758,041 shares; 2025Q3: 780,061 shares 780,061 $32.6M 0.04% +22,020 Timeline JMBS 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340,271 shares; 2024Q4: 368,528 shares; 2025Q1: 405,669 shares; 2025Q2: 568,642 shares; 2025Q3: 713,097 shares 713,097 $32.6M 0.04% +144,455 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,293,763 shares; 2024Q4: 1,411,227 shares; 2025Q1: 386,848 shares; 2025Q2: 356,207 shares; 2025Q3: 449,285 shares 449,285 $32.5M 0.04% +93,078 Timeline HIMU 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 270,807 shares; 2025Q2: 286,815 shares; 2025Q3: 658,845 shares 658,845 $32.4M 0.04% +372,030 Timeline CQQQ 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,879 shares; 2025Q2: 29,505 shares; 2025Q3: 546,734 shares 546,734 $32.3M 0.04% +517,229 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,448 shares; 2024Q4: 75,665 shares; 2025Q1: 76,283 shares; 2025Q2: 97,414 shares; 2025Q3: 130,571 shares 130,571 $32.2M 0.04% +33,157 Timeline IDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,366 shares; 2024Q4: 8,920 shares; 2025Q1: 9,164 shares; 2025Q2: 21,876 shares; 2025Q3: 905,562 shares 905,562 $32.2M 0.04% +883,686 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,070,722 shares; 2024Q4: 1,079,428 shares; 2025Q1: 1,150,781 shares; 2025Q2: 710,779 shares; 2025Q3: 1,233,781 shares 1,233,781 $31.9M 0.04% +523,002 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 492,745 shares; 2024Q4: 514,228 shares; 2025Q1: 535,492 shares; 2025Q2: 554,785 shares; 2025Q3: 713,398 shares 713,398 $31.8M 0.04% +158,613 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700,372 shares; 2024Q4: 591,732 shares; 2025Q1: 613,400 shares; 2025Q2: 705,895 shares; 2025Q3: 946,295 shares 946,295 $31.7M 0.04% +240,400 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390,907 shares; 2024Q4: 808,231 shares; 2025Q1: 914,666 shares; 2025Q2: 997,761 shares; 2025Q3: 1,137,777 shares 1,137,777 $31.7M 0.04% +140,016 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,825 shares; 2024Q4: 197,789 shares; 2025Q1: 217,101 shares; 2025Q2: 227,536 shares; 2025Q3: 381,982 shares 381,982 $31.3M 0.04% +154,446 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,937 shares; 2024Q4: 84,345 shares; 2025Q1: 123,963 shares; 2025Q2: 101,721 shares; 2025Q3: 133,307 shares 133,307 $31.3M 0.04% +31,586 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,677 shares; 2024Q4: 127,728 shares; 2025Q1: 134,969 shares; 2025Q2: 99,294 shares; 2025Q3: 105,676 shares 105,676 $31.3M 0.04% +6,382 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,885 shares; 2024Q4: 126,646 shares; 2025Q1: 138,417 shares; 2025Q2: 141,627 shares; 2025Q3: 229,670 shares 229,670 $31.2M 0.04% +88,043 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,791 shares; 2024Q4: 494,520 shares; 2025Q1: 485,546 shares; 2025Q2: 560,658 shares; 2025Q3: 1,050,987 shares 1,050,987 $31.2M 0.04% +490,329 Timeline DWLD DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,341 shares; 2024Q4: 41,777 shares; 2025Q1: 69,459 shares; 2025Q2: 621,542 shares; 2025Q3: 684,164 shares 684,164 $30.9M 0.04% +62,622 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,783 shares; 2024Q4: 197,917 shares; 2025Q1: 186,725 shares; 2025Q2: 235,123 shares; 2025Q3: 364,435 shares 364,435 $30.9M 0.04% +129,312 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396,133 shares; 2024Q4: 416,053 shares; 2025Q1: 388,630 shares; 2025Q2: 382,493 shares; 2025Q3: 667,211 shares 667,211 $30.7M 0.04% +284,718 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430,310 shares; 2024Q4: 523,758 shares; 2025Q1: 529,761 shares; 2025Q2: 541,755 shares; 2025Q3: 494,913 shares 494,913 $30.6M 0.04% -46,842 Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380,922 shares; 2024Q4: 386,409 shares; 2025Q1: 392,761 shares; 2025Q2: 404,518 shares; 2025Q3: 413,297 shares 413,297 $30.5M 0.04% +8,779 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,629 shares; 2024Q4: 53,957 shares; 2025Q1: 64,774 shares; 2025Q2: 60,196 shares; 2025Q3: 77,714 shares 77,714 $30.4M 0.04% +17,518 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,156 shares; 2024Q4: 4,162 shares; 2025Q1: 4,312 shares; 2025Q2: 4,377 shares; 2025Q3: 7,062 shares 7,062 $30.3M 0.04% +2,685 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,866 shares; 2024Q4: 165,536 shares; 2025Q1: 265,265 shares; 2025Q2: 407,668 shares; 2025Q3: 460,793 shares 460,793 $30.2M 0.04% +53,125 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 924,365 shares; 2024Q4: 1,057,469 shares; 2025Q1: 1,191,474 shares; 2025Q2: 1,236,188 shares; 2025Q3: 1,522,573 shares 1,522,573 $30.1M 0.04% +286,385 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 564,453 shares; 2024Q4: 571,718 shares; 2025Q1: 560,882 shares; 2025Q2: 560,794 shares; 2025Q3: 557,938 shares 557,938 $30.1M 0.03% -2,856 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 399,421 shares; 2024Q4: 801,275 shares; 2025Q1: 911,597 shares; 2025Q2: 1,008,043 shares; 2025Q3: 1,115,448 shares 1,115,448 $30.1M 0.03% +107,405 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,188 shares; 2024Q4: 213,260 shares; 2025Q1: 251,855 shares; 2025Q2: 240,863 shares; 2025Q3: 353,062 shares 353,062 $29.7M 0.03% +112,199 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,638,677 shares; 2024Q4: 1,789,007 shares; 2025Q1: 1,672,027 shares; 2025Q2: 563,767 shares; 2025Q3: 436,831 shares 436,831 $29.5M 0.03% -126,936 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,386 shares; 2024Q4: 77,075 shares; 2025Q1: 91,002 shares; 2025Q2: 107,869 shares; 2025Q3: 130,385 shares 130,385 $29.4M 0.03% +22,516 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,632 shares; 2024Q4: 86,745 shares; 2025Q1: 98,244 shares; 2025Q2: 102,884 shares; 2025Q3: 164,774 shares 164,774 $29.4M 0.03% +61,890 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 513,306 shares; 2024Q4: 483,093 shares; 2025Q1: 446,776 shares; 2025Q2: 399,916 shares; 2025Q3: 399,255 shares 399,255 $29.3M 0.03% -661 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,408 shares; 2024Q4: 829,222 shares; 2025Q1: 698,203 shares; 2025Q2: 931,112 shares; 2025Q3: 1,110,122 shares 1,110,122 $29.2M 0.03% +179,010 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,851 shares; 2024Q4: 194,746 shares; 2025Q1: 251,195 shares; 2025Q2: 248,891 shares; 2025Q3: 380,995 shares 380,995 $29.2M 0.03% +132,104 Timeline VSS 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,928 shares; 2024Q4: 229,804 shares; 2025Q1: 235,330 shares; 2025Q2: 197,055 shares; 2025Q3: 204,878 shares 204,878 $29.2M 0.03% +7,823 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316,757 shares; 2024Q4: 337,411 shares; 2025Q1: 266,018 shares; 2025Q2: 261,839 shares; 2025Q3: 263,764 shares 263,764 $29.1M 0.03% +1,925 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327,480 shares; 2024Q4: 333,397 shares; 2025Q1: 363,041 shares; 2025Q2: 378,895 shares; 2025Q3: 423,668 shares 423,668 $29.1M 0.03% +44,773 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,083 shares; 2024Q4: 53,962 shares; 2025Q1: 158,483 shares; 2025Q2: 280,710 shares; 2025Q3: 326,009 shares 326,009 $29M 0.03% +45,299 Timeline