IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 4,046,475 shares 4,046,475 $2.77B 3.03% +137,370 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 6,939,491 shares 6,939,491 $1.89B 2.06% +194,858 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 9,594,693 shares 9,594,693 $1.79B 1.96% +282,093 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 15,428,160 shares 15,428,160 $1.54B 1.68% +288,863 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; 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; 2025Q4: 7,443,431 shares 7,443,431 $1.42B 1.55% +106,126 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; 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; 2025Q4: 2,227,778 shares 2,227,778 $1.37B 1.5% +18,433 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,754,317 shares 2,754,317 $1.33B 1.46% +107,166 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; 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; 2025Q4: 1,831,243 shares 1,831,243 $1.25B 1.36% +68,798 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; 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; 2025Q4: 10,211,465 shares 10,211,465 $1.24B 1.36% -317,906 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; 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; 2025Q4: 1,938,813 shares 1,938,813 $1.22B 1.33% +90,525 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; 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; 2025Q4: 3,252,250 shares 3,252,250 $1.09B 1.19% +23,277 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; 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; 2025Q4: 2,124,059 shares 2,124,059 $1.04B 1.13% +48,510 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; 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; 2025Q4: 4,328,708 shares 4,328,708 $999M 1.09% +263,158 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 10,758,681 shares 10,758,681 $962M 1.05% +261,488 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; 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; 2025Q4: 34,606,028 shares 34,606,028 $949M 1.04% -409,891 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,563,061 shares 1,563,061 $740M 0.81% +3,816 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 3,409,979 shares 3,409,979 $723M 0.79% +627,109 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; 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; 2025Q4: 16,399,426 shares 16,399,426 $716M 0.78% +2,082,860 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,161,343 shares 2,161,343 $677M 0.74% +66,653 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 9,358,810 shares 9,358,810 $629M 0.69% +1,123,947 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; 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; 2025Q4: 7,691,585 shares 7,691,585 $570M 0.62% +284,567 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 4,509,307 shares 4,509,307 $556M 0.61% +146,739 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; 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; 2025Q4: 16,960,267 shares 16,960,267 $553M 0.6% +1,572,946 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; 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; 2025Q4: 2,096,928 shares 2,096,928 $530M 0.58% +276,011 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,495,875 shares 1,495,875 $518M 0.57% +36,652 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; 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; 2025Q4: 6,538,784 shares 6,538,784 $493M 0.54% +4,632 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440,636 shares; 2024Q4: 470,935 shares; 2025Q1: 509,947 shares; 2025Q2: 536,647 shares; 2025Q3: 685,764 shares; 2025Q4: 743,764 shares 743,764 $491M 0.54% +58,000 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; 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; 2025Q4: 7,684,136 shares 7,684,136 $480M 0.52% +383,879 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; 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; 2025Q4: 7,812,309 shares 7,812,309 $475M 0.52% +686,895 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 638,496 shares; 2024Q4: 639,515 shares; 2025Q1: 690,794 shares; 2025Q2: 706,616 shares; 2025Q3: 909,355 shares; 2025Q4: 939,826 shares 939,826 $472M 0.52% +30,471 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,472,415 shares 1,472,415 $462M 0.5% +80,981 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; 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; 2025Q4: 1,393,065 shares 1,393,065 $449M 0.49% +42,721 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 9,522,893 shares 9,522,893 $443M 0.48% +439,306 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; 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; 2025Q4: 12,860,043 shares 12,860,043 $441M 0.48% +671,461 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,724,480 shares 1,724,480 $424M 0.46% +51,768 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 551,441 shares; 2024Q4: 584,822 shares; 2025Q1: 647,805 shares; 2025Q2: 691,667 shares; 2025Q3: 877,478 shares; 2025Q4: 924,947 shares 924,947 $416M 0.45% +47,469 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; 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; 2025Q4: 2,645,151 shares 2,645,151 $380M 0.41% +157,063 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; 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; 2025Q4: 1,279,135 shares 1,279,135 $371M 0.41% +57,793 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; 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; 2025Q4: 8,207,815 shares 8,207,815 $365M 0.4% +567,057 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; 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; 2025Q4: 4,431,269 shares 4,431,269 $355M 0.39% +215,906 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,792 shares; 2024Q4: 232,598 shares; 2025Q1: 246,287 shares; 2025Q2: 253,839 shares; 2025Q3: 310,963 shares; 2025Q4: 329,781 shares 329,781 $354M 0.39% +18,818 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 683,151 shares; 2024Q4: 714,291 shares; 2025Q1: 821,760 shares; 2025Q2: 770,634 shares; 2025Q3: 907,793 shares; 2025Q4: 889,510 shares 889,510 $353M 0.39% -18,283 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; 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; 2025Q4: 5,758,501 shares 5,758,501 $346M 0.38% -326,826 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,847,846 shares 2,847,846 $342M 0.37% +183,927 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; 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; 2025Q4: 3,098,659 shares 3,098,659 $331M 0.36% -97,256 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; 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; 2025Q4: 5,530,763 shares 5,530,763 $317M 0.35% +370,330 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; 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; 2025Q4: 6,853,915 shares 6,853,915 $312M 0.34% +1,484,571 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,787,717 shares 2,787,717 $311M 0.34% +116,206 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,530,303 shares 1,530,303 $304M 0.33% -521,383 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; 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; 2025Q4: 1,168,300 shares 1,168,300 $301M 0.33% +61,529 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,794,564 shares 2,794,564 $299M 0.33% +183,706 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 633,498 shares; 2024Q4: 646,948 shares; 2025Q1: 665,644 shares; 2025Q2: 685,034 shares; 2025Q3: 843,082 shares; 2025Q4: 848,948 shares 848,948 $298M 0.33% +5,866 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; 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; 2025Q4: 7,715,939 shares 7,715,939 $296M 0.32% +451,662 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; 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; 2025Q4: 1,624,163 shares 1,624,163 $289M 0.32% +69,319 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; 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; 2025Q4: 2,360,306 shares 2,360,306 $284M 0.31% +98,636 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 3,894,184 shares 3,894,184 $278M 0.3% -104,863 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,030 shares; 2024Q4: 81,402 shares; 2025Q1: 272,393 shares; 2025Q2: 358,828 shares; 2025Q3: 756,551 shares; 2025Q4: 806,686 shares 806,686 $277M 0.3% +50,135 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,295,575 shares 1,295,575 $273M 0.3% -16,345 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; 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; 2025Q4: 5,870,299 shares 5,870,299 $270M 0.3% +1,803,589 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; 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; 2025Q4: 7,734,465 shares 7,734,465 $268M 0.29% +684,531 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; 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; 2025Q4: 2,861,381 shares 2,861,381 $261M 0.29% +203,147 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; 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; 2025Q4: 3,744,525 shares 3,744,525 $260M 0.28% +243,551 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; 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; 2025Q4: 1,175,067 shares 1,175,067 $258M 0.28% -41,516 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; 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; 2025Q4: 5,341,499 shares 5,341,499 $258M 0.28% +336,551 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; 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; 2025Q4: 4,798,002 shares 4,798,002 $258M 0.28% +217,252 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 765,901 shares; 2024Q4: 775,594 shares; 2025Q1: 798,241 shares; 2025Q2: 777,886 shares; 2025Q3: 827,855 shares; 2025Q4: 1,789,348 shares 1,789,348 $258M 0.28% +961,493 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231,337 shares; 2024Q4: 226,113 shares; 2025Q1: 261,864 shares; 2025Q2: 274,197 shares; 2025Q3: 345,889 shares; 2025Q4: 336,406 shares 336,406 $254M 0.28% -9,483 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,479,826 shares 2,479,826 $252M 0.28% +109,362 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; 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; 2025Q4: 4,781,181 shares 4,781,181 $242M 0.26% +426,731 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; 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; 2025Q4: 1,133,246 shares 1,133,246 $240M 0.26% +62,346 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; 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; 2025Q4: 4,542,059 shares 4,542,059 $240M 0.26% +486,039 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 3,631,061 shares 3,631,061 $240M 0.26% +229,089 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; 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; 2025Q4: 5,940,417 shares 5,940,417 $239M 0.26% +417,787 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,809,719 shares 2,809,719 $232M 0.25% +276,955 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; 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; 2025Q4: 3,975,800 shares 3,975,800 $226M 0.25% -132,126 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 458,816 shares; 2024Q4: 494,728 shares; 2025Q1: 516,186 shares; 2025Q2: 554,607 shares; 2025Q3: 716,021 shares; 2025Q4: 728,701 shares 728,701 $221M 0.24% +12,680 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,450,812 shares 2,450,812 $219M 0.24% +1,793 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,256,436 shares 2,256,436 $217M 0.24% +81,346 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 613,425 shares; 2024Q4: 623,679 shares; 2025Q1: 652,525 shares; 2025Q2: 681,311 shares; 2025Q3: 925,350 shares; 2025Q4: 949,572 shares 949,572 $217M 0.24% +24,222 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 3,096,053 shares 3,096,053 $215M 0.23% +512,599 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 644,526 shares; 2024Q4: 655,985 shares; 2025Q1: 708,973 shares; 2025Q2: 714,423 shares; 2025Q3: 955,838 shares; 2025Q4: 1,023,956 shares 1,023,956 $212M 0.23% +68,118 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,163 shares; 2024Q4: 161,563 shares; 2025Q1: 177,910 shares; 2025Q2: 196,685 shares; 2025Q3: 247,285 shares; 2025Q4: 239,548 shares 239,548 $207M 0.23% -7,737 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 4,450,801 shares 4,450,801 $202M 0.22% +452,310 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; 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; 2025Q4: 1,043,865 shares 1,043,865 $200M 0.22% -21,944 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,123,167 shares 2,123,167 $200M 0.22% +52,128 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428,305 shares; 2024Q4: 439,797 shares; 2025Q1: 458,586 shares; 2025Q2: 464,772 shares; 2025Q3: 562,873 shares; 2025Q4: 562,610 shares 562,610 $194M 0.21% -263 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,907,424 shares 1,907,424 $191M 0.21% -32,842 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,981,427 shares 1,981,427 $189M 0.21% -38,525 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; 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; 2025Q4: 2,319,569 shares 2,319,569 $188M 0.21% +57,391 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 795,571 shares; 2024Q4: 789,488 shares; 2025Q1: 723,353 shares; 2025Q2: 784,817 shares; 2025Q3: 894,962 shares; 2025Q4: 864,859 shares 864,859 $185M 0.2% -30,103 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; 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; 2025Q4: 2,084,736 shares 2,084,736 $184M 0.2% +48,809 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; 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; 2025Q4: 2,327,366 shares 2,327,366 $183M 0.2% +79,160 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,881,846 shares 1,881,846 $181M 0.2% +68,801 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; 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; 2025Q4: 6,780,475 shares 6,780,475 $179M 0.2% +131,151 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348,784 shares; 2024Q4: 371,976 shares; 2025Q1: 389,916 shares; 2025Q2: 405,109 shares; 2025Q3: 477,115 shares; 2025Q4: 494,813 shares 494,813 $178M 0.19% +17,698 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; 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; 2025Q4: 3,570,939 shares 3,570,939 $178M 0.19% +189,906 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,165,052 shares 1,165,052 $178M 0.19% +17,485 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; 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; 2025Q4: 1,251,835 shares 1,251,835 $173M 0.19% +127,090 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,028 shares; 2024Q4: 219,249 shares; 2025Q1: 239,139 shares; 2025Q2: 246,114 shares; 2025Q3: 298,899 shares; 2025Q4: 297,146 shares 297,146 $170M 0.19% -1,753 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,994 shares; 2024Q4: 233,524 shares; 2025Q1: 235,195 shares; 2025Q2: 232,978 shares; 2025Q3: 275,422 shares; 2025Q4: 287,922 shares 287,922 $165M 0.18% +12,500 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; 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; 2025Q4: 2,831,490 shares 2,831,490 $165M 0.18% +137,560 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; 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; 2025Q4: 3,013,673 shares 3,013,673 $163M 0.18% +792,069 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; 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; 2025Q4: 2,940,329 shares 2,940,329 $161M 0.18% +67,675 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; 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; 2025Q4: 3,065,269 shares 3,065,269 $155M 0.17% +130,740 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,371 shares; 2024Q4: 375,548 shares; 2025Q1: 425,986 shares; 2025Q2: 440,080 shares; 2025Q3: 487,762 shares; 2025Q4: 607,290 shares 607,290 $152M 0.17% +119,528 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 192,720 shares; 2025Q2: 2,770,784 shares; 2025Q3: 3,621,300 shares; 2025Q4: 3,908,631 shares 3,908,631 $151M 0.16% +287,331 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; 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; 2025Q4: 3,023,709 shares 3,023,709 $150M 0.16% +763,733 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; 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; 2025Q4: 6,504,150 shares 6,504,150 $147M 0.16% +727,979 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,167 shares; 2024Q4: 285,765 shares; 2025Q1: 288,917 shares; 2025Q2: 367,032 shares; 2025Q3: 461,063 shares; 2025Q4: 483,210 shares 483,210 $146M 0.16% +22,147 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; 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; 2025Q4: 2,873,662 shares 2,873,662 $145M 0.16% +439,697 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 888,093 shares; 2024Q4: 841,808 shares; 2025Q1: 945,594 shares; 2025Q2: 929,752 shares; 2025Q3: 838,516 shares; 2025Q4: 934,869 shares 934,869 $145M 0.16% +96,353 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 871,685 shares; 2025Q3: 3,821,088 shares; 2025Q4: 4,303,094 shares 4,303,094 $143M 0.16% +482,006 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,264 shares; 2024Q4: 284,956 shares; 2025Q1: 306,599 shares; 2025Q2: 335,689 shares; 2025Q3: 446,139 shares; 2025Q4: 482,416 shares 482,416 $143M 0.16% +36,277 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 694,832 shares; 2024Q4: 712,543 shares; 2025Q1: 779,440 shares; 2025Q2: 779,227 shares; 2025Q3: 978,135 shares; 2025Q4: 994,994 shares 994,994 $143M 0.16% +16,859 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 407,069 shares; 2024Q4: 427,885 shares; 2025Q1: 468,066 shares; 2025Q2: 472,562 shares; 2025Q3: 678,602 shares; 2025Q4: 731,012 shares 731,012 $142M 0.16% +52,410 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; 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; 2025Q4: 1,527,682 shares 1,527,682 $141M 0.15% -102,634 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,759 shares; 2024Q4: 293,518 shares; 2025Q1: 309,589 shares; 2025Q2: 320,799 shares; 2025Q3: 434,614 shares; 2025Q4: 448,605 shares 448,605 $137M 0.15% +13,991 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,515 shares; 2024Q4: 227,226 shares; 2025Q1: 250,167 shares; 2025Q2: 253,938 shares; 2025Q3: 601,819 shares; 2025Q4: 633,619 shares 633,619 $136M 0.15% +31,800 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; 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; 2025Q4: 1,307,111 shares 1,307,111 $134M 0.15% +135,380 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,575,178 shares 1,575,178 $133M 0.15% -60,919 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,754 shares; 2024Q4: 77,851 shares; 2025Q1: 88,576 shares; 2025Q2: 99,681 shares; 2025Q3: 133,210 shares; 2025Q4: 1,416,154 shares 1,416,154 $133M 0.15% +1,282,944 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 875,937 shares; 2024Q4: 890,843 shares; 2025Q1: 898,816 shares; 2025Q2: 936,162 shares; 2025Q3: 983,871 shares; 2025Q4: 1,002,434 shares 1,002,434 $133M 0.15% +18,563 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,978 shares; 2024Q4: 277,205 shares; 2025Q1: 278,340 shares; 2025Q2: 268,706 shares; 2025Q3: 324,930 shares; 2025Q4: 352,531 shares 352,531 $132M 0.14% +27,601 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; 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; 2025Q4: 1,702,409 shares 1,702,409 $131M 0.14% +84,803 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; 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; 2025Q4: 1,434,849 shares 1,434,849 $128M 0.14% -165,872 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; 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; 2025Q4: 1,066,595 shares 1,066,595 $127M 0.14% -100,341 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; 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; 2025Q4: 1,648,590 shares 1,648,590 $127M 0.14% +576,015 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,050 shares; 2024Q4: 205,362 shares; 2025Q1: 193,773 shares; 2025Q2: 220,579 shares; 2025Q3: 253,203 shares; 2025Q4: 262,431 shares 262,431 $126M 0.14% +9,228 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361,115 shares; 2024Q4: 347,165 shares; 2025Q1: 339,357 shares; 2025Q2: 366,165 shares; 2025Q3: 385,169 shares; 2025Q4: 394,304 shares 394,304 $124M 0.14% +9,135 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; 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; 2025Q4: 1,568,407 shares 1,568,407 $122M 0.13% +80,354 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,971 shares; 2024Q4: 188,880 shares; 2025Q1: 200,812 shares; 2025Q2: 208,194 shares; 2025Q3: 252,772 shares; 2025Q4: 251,565 shares 251,565 $122M 0.13% -1,207 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; 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; 2025Q4: 1,171,379 shares 1,171,379 $121M 0.13% -52,069 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; 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; 2025Q4: 1,717,322 shares 1,717,322 $120M 0.13% +80,817 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; 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; 2025Q4: 1,138,416 shares 1,138,416 $120M 0.13% +61,979 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; 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; 2025Q4: 2,805,058 shares 2,805,058 $120M 0.13% +1,506,034 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 626,272 shares; 2024Q4: 590,381 shares; 2025Q1: 626,430 shares; 2025Q2: 697,565 shares; 2025Q3: 828,807 shares; 2025Q4: 800,996 shares 800,996 $119M 0.13% -27,811 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; 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; 2025Q4: 2,380,079 shares 2,380,079 $119M 0.13% -61,211 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; 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; 2025Q4: 3,325,254 shares 3,325,254 $117M 0.13% +952,356 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; 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; 2025Q4: 2,877,313 shares 2,877,313 $117M 0.13% +52,366 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 514,200 shares; 2024Q4: 535,634 shares; 2025Q1: 606,408 shares; 2025Q2: 611,612 shares; 2025Q3: 705,559 shares; 2025Q4: 716,717 shares 716,717 $115M 0.13% +11,158 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; 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; 2025Q4: 3,221,615 shares 3,221,615 $115M 0.13% +502,355 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; 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; 2025Q4: 1,775,426 shares 1,775,426 $114M 0.13% +112,211 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; 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; 2025Q4: 4,157,316 shares 4,157,316 $114M 0.12% +606,857 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,368 shares; 2024Q4: 262,282 shares; 2025Q1: 270,360 shares; 2025Q2: 285,227 shares; 2025Q3: 353,861 shares; 2025Q4: 369,176 shares 369,176 $114M 0.12% +15,315 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,029,576 shares 1,029,576 $113M 0.12% -10,959 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 727,730 shares; 2024Q4: 692,586 shares; 2025Q1: 703,233 shares; 2025Q2: 679,018 shares; 2025Q3: 551,082 shares; 2025Q4: 566,967 shares 566,967 $113M 0.12% +15,885 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,511 shares; 2024Q4: 226,578 shares; 2025Q1: 247,382 shares; 2025Q2: 263,248 shares; 2025Q3: 344,520 shares; 2025Q4: 340,527 shares 340,527 $112M 0.12% -3,993 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,893 shares; 2024Q4: 299,717 shares; 2025Q1: 307,905 shares; 2025Q2: 301,549 shares; 2025Q3: 359,638 shares; 2025Q4: 390,130 shares 390,130 $112M 0.12% +30,492 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,899 shares; 2024Q4: 199,910 shares; 2025Q1: 226,219 shares; 2025Q2: 223,296 shares; 2025Q3: 325,547 shares; 2025Q4: 342,460 shares 342,460 $112M 0.12% +16,913 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 980,611 shares 980,611 $112M 0.12% -11,372 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 376,075 shares; 2025Q2: 405,245 shares; 2025Q3: 572,947 shares; 2025Q4: 608,483 shares 608,483 $112M 0.12% +35,536 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,693 shares; 2024Q4: 78,193 shares; 2025Q1: 84,520 shares; 2025Q2: 91,596 shares; 2025Q3: 119,946 shares; 2025Q4: 126,696 shares 126,696 $111M 0.12% +6,750 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 681,391 shares; 2024Q4: 691,890 shares; 2025Q1: 695,720 shares; 2025Q2: 699,649 shares; 2025Q3: 792,925 shares; 2025Q4: 799,885 shares 799,885 $111M 0.12% +6,960 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; 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; 2025Q4: 2,011,802 shares 2,011,802 $111M 0.12% +135,582 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,194,779 shares 2,194,779 $110M 0.12% +391,003 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; 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; 2025Q4: 2,464,891 shares 2,464,891 $110M 0.12% +1,275,511 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; 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; 2025Q4: 2,480,069 shares 2,480,069 $110M 0.12% +165,110 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,193,124 shares 2,193,124 $110M 0.12% +162,182 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,139,454 shares 1,139,454 $110M 0.12% -5,905 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,830 shares; 2024Q4: 137,142 shares; 2025Q1: 19,379 shares; 2025Q2: 257,718 shares; 2025Q3: 786,754 shares; 2025Q4: 2,961,266 shares 2,961,266 $108M 0.12% +2,174,512 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450,629 shares; 2024Q4: 482,728 shares; 2025Q1: 535,159 shares; 2025Q2: 595,455 shares; 2025Q3: 742,558 shares; 2025Q4: 767,079 shares 767,079 $108M 0.12% +24,521 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 519,659 shares; 2024Q4: 515,793 shares; 2025Q1: 535,930 shares; 2025Q2: 547,648 shares; 2025Q3: 612,070 shares; 2025Q4: 631,969 shares 631,969 $108M 0.12% +19,899 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; 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; 2025Q4: 1,282,358 shares 1,282,358 $107M 0.12% +97,047 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; 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; 2025Q4: 1,788,850 shares 1,788,850 $107M 0.12% +9,122 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; 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; 2025Q4: 3,614,316 shares 3,614,316 $107M 0.12% +615,249 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,702 shares; 2024Q4: 108,850 shares; 2025Q1: 102,778 shares; 2025Q2: 106,973 shares; 2025Q3: 523,094 shares; 2025Q4: 507,470 shares 507,470 $104M 0.11% -15,624 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 369,413 shares; 2024Q4: 372,003 shares; 2025Q1: 382,782 shares; 2025Q2: 415,652 shares; 2025Q3: 625,090 shares; 2025Q4: 615,595 shares 615,595 $103M 0.11% -9,495 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 303,107 shares; 2024Q4: 315,193 shares; 2025Q1: 350,961 shares; 2025Q2: 363,366 shares; 2025Q3: 369,063 shares; 2025Q4: 389,999 shares 389,999 $103M 0.11% +20,936 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; 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; 2025Q4: 3,782,869 shares 3,782,869 $103M 0.11% +247,824 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,232 shares; 2024Q4: 158,584 shares; 2025Q1: 164,379 shares; 2025Q2: 169,282 shares; 2025Q3: 190,893 shares; 2025Q4: 217,291 shares 217,291 $102M 0.11% +26,398 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371,162 shares; 2024Q4: 388,524 shares; 2025Q1: 456,595 shares; 2025Q2: 485,617 shares; 2025Q3: 666,365 shares; 2025Q4: 650,218 shares 650,218 $101M 0.11% -16,147 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; 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; 2025Q4: 3,649,598 shares 3,649,598 $101M 0.11% +570,060 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; 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; 2025Q4: 1,255,143 shares 1,255,143 $100M 0.11% +70,724 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,724 shares; 2024Q4: 238,227 shares; 2025Q1: 369,329 shares; 2025Q2: 435,146 shares; 2025Q3: 761,141 shares; 2025Q4: 869,157 shares 869,157 $99.5M 0.11% +108,016 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; 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; 2025Q4: 1,385,185 shares 1,385,185 $99.3M 0.11% +102,026 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,495 shares; 2024Q4: 290,877 shares; 2025Q1: 168,212 shares; 2025Q2: 181,144 shares; 2025Q3: 417,107 shares; 2025Q4: 358,026 shares 358,026 $99.2M 0.11% -59,081 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; 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; 2025Q4: 1,744,238 shares 1,744,238 $98.9M 0.11% +209,000 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; 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; 2025Q4: 3,572,063 shares 3,572,063 $98.8M 0.11% +37,658 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398,631 shares; 2024Q4: 417,179 shares; 2025Q1: 419,840 shares; 2025Q2: 419,450 shares; 2025Q3: 667,880 shares; 2025Q4: 717,414 shares 717,414 $98.2M 0.11% +49,534 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; 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; 2025Q4: 3,931,123 shares 3,931,123 $97.6M 0.11% -52,701 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,593 shares; 2024Q4: 232,234 shares; 2025Q1: 237,968 shares; 2025Q2: 258,505 shares; 2025Q3: 325,055 shares; 2025Q4: 338,933 shares 338,933 $96.7M 0.11% +13,878 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 472,930 shares; 2024Q4: 452,749 shares; 2025Q1: 489,844 shares; 2025Q2: 493,490 shares; 2025Q3: 695,006 shares; 2025Q4: 669,220 shares 669,220 $96M 0.1% -25,786 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,150 shares; 2024Q4: 377,910 shares; 2025Q1: 545,228 shares; 2025Q2: 645,780 shares; 2025Q3: 762,330 shares; 2025Q4: 800,799 shares 800,799 $95.6M 0.1% +38,469 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; 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; 2025Q4: 2,151,393 shares 2,151,393 $95.5M 0.1% +145,172 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 4,140,113 shares 4,140,113 $95.3M 0.1% +438,624 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; 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; 2025Q4: 1,241,481 shares 1,241,481 $94.1M 0.1% -77,092 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; 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; 2025Q4: 1,567,284 shares 1,567,284 $93.9M 0.1% +84,736 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; 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; 2025Q4: 1,274,607 shares 1,274,607 $93.8M 0.1% -24,406 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,480,767 shares; 2025Q4: 3,641,704 shares 3,641,704 $93.3M 0.1% +160,937 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; 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; 2025Q4: 2,020,626 shares 2,020,626 $93.1M 0.1% -76,061 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; 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; 2025Q4: 1,237,396 shares 1,237,396 $92.9M 0.1% -353,999 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; 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; 2025Q4: 1,240,202 shares 1,240,202 $92.9M 0.1% +131,479 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 638,996 shares; 2024Q4: 656,815 shares; 2025Q1: 703,905 shares; 2025Q2: 737,467 shares; 2025Q3: 956,843 shares; 2025Q4: 994,652 shares 994,652 $92.7M 0.1% +37,809 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,278 shares; 2024Q4: 65,424 shares; 2025Q1: 77,531 shares; 2025Q2: 98,466 shares; 2025Q3: 115,721 shares; 2025Q4: 140,969 shares 140,969 $92.1M 0.1% +25,248 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; 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; 2025Q4: 1,967,527 shares 1,967,527 $92.1M 0.1% +171,717 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; 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; 2025Q4: 1,585,360 shares 1,585,360 $91.4M 0.1% +61,525 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 730,632 shares; 2025Q2: 1,142,936 shares; 2025Q3: 2,423,710 shares; 2025Q4: 2,825,862 shares 2,825,862 $89.4M 0.1% +402,152 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; 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; 2025Q4: 1,886,115 shares 1,886,115 $89.3M 0.1% +463,439 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; 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; 2025Q4: 3,341,147 shares 3,341,147 $88.6M 0.1% +492,018 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,098,312 shares 1,098,312 $88.6M 0.1% +86,142 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404,073 shares; 2024Q4: 454,998 shares; 2025Q1: 508,933 shares; 2025Q2: 455,516 shares; 2025Q3: 829,618 shares; 2025Q4: 944,019 shares 944,019 $87.9M 0.1% +114,401 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 107,147 shares; 2025Q2: 330,060 shares; 2025Q3: 1,103,879 shares; 2025Q4: 1,575,199 shares 1,575,199 $87.5M 0.1% +471,320 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; 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; 2025Q4: 3,581,357 shares 3,581,357 $86.1M 0.09% +315,752 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; 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; 2025Q4: 1,923,080 shares 1,923,080 $85.3M 0.09% -209,796 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 705,969 shares; 2024Q4: 702,491 shares; 2025Q1: 755,976 shares; 2025Q2: 725,115 shares; 2025Q3: 868,428 shares; 2025Q4: 762,509 shares 762,509 $84M 0.09% -105,919 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 543,530 shares; 2024Q4: 724,013 shares; 2025Q1: 643,025 shares; 2025Q2: 723,415 shares; 2025Q3: 858,767 shares; 2025Q4: 951,130 shares 951,130 $83.8M 0.09% +92,363 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; 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; 2025Q4: 1,674,220 shares 1,674,220 $83.5M 0.09% -230,200 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,076,533 shares 1,076,533 $83.5M 0.09% +37,752 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 397,716 shares; 2024Q4: 430,045 shares; 2025Q1: 504,393 shares; 2025Q2: 680,902 shares; 2025Q3: 729,517 shares; 2025Q4: 703,974 shares 703,974 $82.9M 0.09% -25,543 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 926,997 shares 926,997 $80.8M 0.09% +39,216 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; 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; 2025Q4: 1,453,069 shares 1,453,069 $80.8M 0.09% +20,899 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,052,445 shares; 2024Q4: 405,487 shares; 2025Q1: 435,033 shares; 2025Q2: 622,530 shares; 2025Q3: 745,888 shares; 2025Q4: 2,094,912 shares 2,094,912 $79.8M 0.09% +1,349,024 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,016,898 shares; 2025Q4: 2,321,233 shares 2,321,233 $79.4M 0.09% +304,335 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,364 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,089,903 shares; 2025Q4: 2,410,340 shares 2,410,340 $79.3M 0.09% +320,437 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415,468 shares; 2024Q4: 463,320 shares; 2025Q1: 572,139 shares; 2025Q2: 584,666 shares; 2025Q3: 745,943 shares; 2025Q4: 823,019 shares 823,019 $79.2M 0.09% +77,076 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,471 shares; 2024Q4: 301,019 shares; 2025Q1: 344,599 shares; 2025Q2: 364,214 shares; 2025Q3: 494,057 shares; 2025Q4: 515,418 shares 515,418 $79.2M 0.09% +21,361 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 824,244 shares; 2024Q4: 964,270 shares; 2025Q1: 696,604 shares; 2025Q2: 712,741 shares; 2025Q3: 748,482 shares; 2025Q4: 694,925 shares 694,925 $79.1M 0.09% -53,557 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 3,147,993 shares 3,147,993 $78.4M 0.09% +188,643 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,947 shares; 2024Q4: 150,561 shares; 2025Q1: 135,767 shares; 2025Q2: 150,800 shares; 2025Q3: 181,943 shares; 2025Q4: 189,729 shares 189,729 $78.3M 0.09% +7,786 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,513 shares; 2024Q4: 280,790 shares; 2025Q1: 274,927 shares; 2025Q2: 259,602 shares; 2025Q3: 247,829 shares; 2025Q4: 242,397 shares 242,397 $78.3M 0.09% -5,432 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,887 shares; 2024Q4: 144,665 shares; 2025Q1: 160,883 shares; 2025Q2: 173,577 shares; 2025Q3: 198,702 shares; 2025Q4: 210,942 shares 210,942 $78M 0.09% +12,240 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; 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; 2025Q4: 2,387,523 shares 2,387,523 $77.8M 0.08% +223,758 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 406,751 shares; 2024Q4: 460,247 shares; 2025Q1: 519,773 shares; 2025Q2: 550,308 shares; 2025Q3: 620,867 shares; 2025Q4: 656,325 shares 656,325 $77.6M 0.08% +35,458 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430,843 shares; 2024Q4: 444,270 shares; 2025Q1: 491,396 shares; 2025Q2: 512,629 shares; 2025Q3: 638,778 shares; 2025Q4: 660,862 shares 660,862 $77.5M 0.08% +22,084 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,730 shares; 2024Q4: 318,921 shares; 2025Q1: 345,205 shares; 2025Q2: 391,506 shares; 2025Q3: 493,990 shares; 2025Q4: 416,008 shares 416,008 $76.6M 0.08% -77,982 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 381,423 shares; 2024Q4: 373,755 shares; 2025Q1: 384,814 shares; 2025Q2: 408,841 shares; 2025Q3: 584,862 shares; 2025Q4: 609,280 shares 609,280 $76.3M 0.08% +24,418 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451,033 shares; 2024Q4: 456,457 shares; 2025Q1: 466,843 shares; 2025Q2: 478,921 shares; 2025Q3: 824,331 shares; 2025Q4: 743,600 shares 743,600 $76.2M 0.08% -80,731 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,341 shares; 2024Q4: 144,036 shares; 2025Q1: 148,126 shares; 2025Q2: 154,538 shares; 2025Q3: 233,812 shares; 2025Q4: 239,342 shares 239,342 $76.2M 0.08% +5,530 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 603,058 shares; 2024Q4: 626,387 shares; 2025Q1: 685,613 shares; 2025Q2: 707,952 shares; 2025Q3: 841,207 shares; 2025Q4: 949,398 shares 949,398 $76.2M 0.08% +108,191 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; 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; 2025Q4: 1,479,284 shares 1,479,284 $75.2M 0.08% +183,590 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,313 shares; 2024Q4: 232,821 shares; 2025Q1: 253,043 shares; 2025Q2: 266,168 shares; 2025Q3: 302,368 shares; 2025Q4: 291,958 shares 291,958 $75M 0.08% -10,410 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 590,816 shares; 2024Q4: 584,949 shares; 2025Q1: 721,477 shares; 2025Q2: 761,156 shares; 2025Q3: 924,288 shares; 2025Q4: 913,411 shares 913,411 $74.6M 0.08% -10,877 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,305 shares; 2024Q4: 239,324 shares; 2025Q1: 265,756 shares; 2025Q2: 290,447 shares; 2025Q3: 394,910 shares; 2025Q4: 418,098 shares 418,098 $74.2M 0.08% +23,188 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,551 shares; 2024Q4: 93,988 shares; 2025Q1: 272,932 shares; 2025Q2: 270,624 shares; 2025Q3: 299,290 shares; 2025Q4: 294,843 shares 294,843 $74.1M 0.08% -4,447 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,849 shares; 2024Q4: 177,416 shares; 2025Q1: 201,659 shares; 2025Q2: 208,112 shares; 2025Q3: 314,172 shares; 2025Q4: 336,700 shares 336,700 $74M 0.08% +22,528 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,949 shares; 2025Q1: 50,203 shares; 2025Q2: 52,438 shares; 2025Q3: 67,538 shares; 2025Q4: 68,977 shares 68,977 $73.8M 0.08% +1,439 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; 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; 2025Q4: 1,311,994 shares 1,311,994 $73.8M 0.08% +247,905 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; 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; 2025Q4: 1,861,113 shares 1,861,113 $73.7M 0.08% +462,428 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,252 shares; 2024Q4: 256,568 shares; 2025Q1: 284,479 shares; 2025Q2: 331,524 shares; 2025Q3: 851,984 shares; 2025Q4: 916,927 shares 916,927 $73.2M 0.08% +64,943 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; 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; 2025Q4: 1,508,665 shares 1,508,665 $72.6M 0.08% +137,920 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; 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; 2025Q4: 1,279,933 shares 1,279,933 $72.1M 0.08% +99,060 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385,626 shares; 2024Q4: 386,247 shares; 2025Q1: 385,468 shares; 2025Q2: 388,313 shares; 2025Q3: 504,655 shares; 2025Q4: 510,024 shares 510,024 $72M 0.08% +5,369 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; 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; 2025Q4: 1,584,577 shares 1,584,577 $71.6M 0.08% +54,263 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,992 shares; 2024Q4: 301,092 shares; 2025Q1: 305,921 shares; 2025Q2: 270,634 shares; 2025Q3: 319,289 shares; 2025Q4: 599,180 shares 599,180 $71.5M 0.08% +279,891 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; 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; 2025Q4: 1,090,004 shares 1,090,004 $71.4M 0.08% -20,199 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,476,421 shares 1,476,421 $70.7M 0.08% +31,839 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; 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; 2025Q4: 1,006,708 shares 1,006,708 $70M 0.08% -2,146 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,984 shares; 2024Q4: 239,946 shares; 2025Q1: 249,488 shares; 2025Q2: 243,453 shares; 2025Q3: 285,729 shares; 2025Q4: 288,945 shares 288,945 $69.7M 0.08% +3,216 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 491,470 shares; 2024Q4: 483,211 shares; 2025Q1: 510,787 shares; 2025Q2: 488,152 shares; 2025Q3: 638,394 shares; 2025Q4: 604,073 shares 604,073 $68.7M 0.08% -34,321 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; 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; 2025Q4: 798,676 shares 798,676 $68.5M 0.07% -150,683 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,292,382 shares 1,292,382 $68.3M 0.07% +198,946 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 328,244 shares; 2025Q1: 353,592 shares; 2025Q2: 371,749 shares; 2025Q3: 414,856 shares; 2025Q4: 399,053 shares 399,053 $68.3M 0.07% -15,803 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,063 shares; 2024Q4: 115,002 shares; 2025Q1: 117,628 shares; 2025Q2: 117,347 shares; 2025Q3: 142,205 shares; 2025Q4: 145,364 shares 145,364 $67.7M 0.07% +3,159 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; 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; 2025Q4: 2,118,041 shares 2,118,041 $67.6M 0.07% +252,297 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 634,752 shares; 2024Q4: 642,028 shares; 2025Q1: 655,930 shares; 2025Q2: 719,411 shares; 2025Q3: 895,266 shares; 2025Q4: 919,941 shares 919,941 $67.6M 0.07% +24,675 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 501,083 shares; 2024Q4: 524,561 shares; 2025Q1: 493,615 shares; 2025Q2: 495,081 shares; 2025Q3: 763,834 shares; 2025Q4: 646,263 shares 646,263 $67.3M 0.07% -117,571 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,504 shares; 2024Q4: 212,856 shares; 2025Q1: 275,488 shares; 2025Q2: 380,711 shares; 2025Q3: 614,276 shares; 2025Q4: 658,681 shares 658,681 $67.2M 0.07% +44,405 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,831 shares; 2024Q4: 249,458 shares; 2025Q1: 208,085 shares; 2025Q2: 202,385 shares; 2025Q3: 268,388 shares; 2025Q4: 307,580 shares 307,580 $66.8M 0.07% +39,192 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 520,472 shares; 2024Q4: 537,664 shares; 2025Q1: 575,956 shares; 2025Q2: 606,446 shares; 2025Q3: 713,935 shares; 2025Q4: 765,126 shares 765,126 $66.7M 0.07% +51,191 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; 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; 2025Q4: 1,912,455 shares 1,912,455 $66.6M 0.07% +322,321 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,762 shares; 2024Q4: 67,202 shares; 2025Q1: 77,302 shares; 2025Q2: 74,498 shares; 2025Q3: 107,764 shares; 2025Q4: 117,392 shares 117,392 $66.5M 0.07% +9,628 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,448,908 shares; 2025Q4: 2,678,177 shares 2,678,177 $66.4M 0.07% +229,269 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451,913 shares; 2024Q4: 331,889 shares; 2025Q1: 350,222 shares; 2025Q2: 359,978 shares; 2025Q3: 508,953 shares; 2025Q4: 541,012 shares 541,012 $65.8M 0.07% +32,059 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,641 shares; 2024Q4: 50,612 shares; 2025Q1: 61,373 shares; 2025Q2: 64,278 shares; 2025Q3: 72,380 shares; 2025Q4: 74,368 shares 74,368 $65.4M 0.07% +1,988 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; 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; 2025Q4: 1,271,898 shares 1,271,898 $65M 0.07% +154,611 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,851 shares; 2024Q4: 32,574 shares; 2025Q1: 38,381 shares; 2025Q2: 42,468 shares; 2025Q3: 58,226 shares; 2025Q4: 59,849 shares 59,849 $64M 0.07% +1,623 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 464,331 shares; 2024Q4: 480,847 shares; 2025Q1: 537,631 shares; 2025Q2: 614,539 shares; 2025Q3: 825,878 shares; 2025Q4: 895,765 shares 895,765 $64M 0.07% +69,887 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 623,801 shares; 2024Q4: 600,492 shares; 2025Q1: 700,179 shares; 2025Q2: 715,002 shares; 2025Q3: 824,757 shares; 2025Q4: 890,060 shares 890,060 $63.2M 0.07% +65,303 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 578,599 shares; 2024Q4: 651,231 shares; 2025Q1: 641,028 shares; 2025Q2: 625,358 shares; 2025Q3: 628,677 shares; 2025Q4: 666,715 shares 666,715 $62.9M 0.07% +38,038 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; 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; 2025Q4: 1,338,313 shares 1,338,313 $62.7M 0.07% +92,756 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,767 shares; 2024Q4: 189,870 shares; 2025Q1: 222,858 shares; 2025Q2: 165,395 shares; 2025Q3: 222,852 shares; 2025Q4: 224,545 shares 224,545 $62.7M 0.07% +1,693 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364,414 shares; 2024Q4: 377,644 shares; 2025Q1: 430,965 shares; 2025Q2: 462,783 shares; 2025Q3: 507,183 shares; 2025Q4: 535,421 shares 535,421 $62.5M 0.07% +28,238 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; 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; 2025Q4: 1,845,401 shares 1,845,401 $62.4M 0.07% +289,933 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338,830 shares; 2024Q4: 351,606 shares; 2025Q1: 442,826 shares; 2025Q2: 449,507 shares; 2025Q3: 640,297 shares; 2025Q4: 649,046 shares 649,046 $62.3M 0.07% +8,749 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,335 shares; 2024Q4: 309,702 shares; 2025Q1: 379,159 shares; 2025Q2: 426,266 shares; 2025Q3: 878,241 shares; 2025Q4: 1,133,158 shares 1,133,158 $62.1M 0.07% +254,917 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,292 shares; 2024Q4: 191,487 shares; 2025Q1: 207,224 shares; 2025Q2: 221,331 shares; 2025Q3: 341,206 shares; 2025Q4: 352,663 shares 352,663 $62.1M 0.07% +11,457 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,340 shares; 2024Q4: 267,941 shares; 2025Q1: 359,063 shares; 2025Q2: 360,284 shares; 2025Q3: 437,427 shares; 2025Q4: 502,777 shares 502,777 $62M 0.07% +65,350 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,706 shares; 2024Q4: 51,214 shares; 2025Q1: 52,934 shares; 2025Q2: 56,086 shares; 2025Q3: 71,463 shares; 2025Q4: 402,899 shares 402,899 $61.7M 0.07% +331,436 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; 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; 2025Q4: 927,434 shares 927,434 $61.6M 0.07% +181,551 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,553 shares; 2024Q4: 293,256 shares; 2025Q1: 326,445 shares; 2025Q2: 335,123 shares; 2025Q3: 402,401 shares; 2025Q4: 432,237 shares 432,237 $61M 0.07% +29,836 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 880,658 shares; 2025Q3: 1,931,446 shares; 2025Q4: 2,051,857 shares 2,051,857 $60.9M 0.07% +120,411 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; 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; 2025Q4: 2,329,829 shares 2,329,829 $60.6M 0.07% +249,622 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441,359 shares; 2024Q4: 411,837 shares; 2025Q1: 468,599 shares; 2025Q2: 343,414 shares; 2025Q3: 444,598 shares; 2025Q4: 449,425 shares 449,425 $60M 0.07% +4,827 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; 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; 2025Q4: 1,644,381 shares 1,644,381 $59.8M 0.07% +593,910 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,068 shares; 2024Q4: 88,452 shares; 2025Q1: 94,570 shares; 2025Q2: 96,098 shares; 2025Q3: 161,283 shares; 2025Q4: 153,986 shares 153,986 $59.6M 0.07% -7,297 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,193 shares; 2024Q4: 58,115 shares; 2025Q1: 65,818 shares; 2025Q2: 66,807 shares; 2025Q3: 96,503 shares; 2025Q4: 102,196 shares 102,196 $59.2M 0.06% +5,693 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,338 shares; 2024Q4: 225,302 shares; 2025Q1: 241,611 shares; 2025Q2: 249,049 shares; 2025Q3: 435,512 shares; 2025Q4: 596,297 shares 596,297 $58.6M 0.06% +160,785 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,669 shares; 2024Q4: 202,939 shares; 2025Q1: 206,978 shares; 2025Q2: 207,497 shares; 2025Q3: 259,452 shares; 2025Q4: 299,979 shares 299,979 $58.5M 0.06% +40,527 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; 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; 2025Q4: 810,567 shares 810,567 $58.4M 0.06% +221,567 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; 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; 2025Q4: 1,238,878 shares 1,238,878 $58.3M 0.06% +23,260 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335,986 shares; 2024Q4: 392,674 shares; 2025Q1: 468,566 shares; 2025Q2: 703,614 shares; 2025Q3: 858,787 shares; 2025Q4: 1,076,858 shares 1,076,858 $58M 0.06% +218,071 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; 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; 2025Q4: 1,466,744 shares 1,466,744 $57.4M 0.06% +73,639 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,621 shares; 2024Q4: 174,318 shares; 2025Q1: 173,353 shares; 2025Q2: 176,124 shares; 2025Q3: 221,659 shares; 2025Q4: 219,549 shares 219,549 $56.5M 0.06% -2,110 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; 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; 2025Q4: 726,739 shares 726,739 $56.5M 0.06% -47,002 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; 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; 2025Q4: 1,191,151 shares 1,191,151 $56.4M 0.06% +152,290 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,078 shares; 2024Q4: 247,467 shares; 2025Q1: 264,235 shares; 2025Q2: 240,927 shares; 2025Q3: 262,078 shares; 2025Q4: 265,345 shares 265,345 $56.1M 0.06% +3,267 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,937 shares; 2024Q4: 45,784 shares; 2025Q1: 36,592 shares; 2025Q2: 39,809 shares; 2025Q3: 373,284 shares; 2025Q4: 501,320 shares 501,320 $56M 0.06% +128,036 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,549 shares; 2024Q4: 58,593 shares; 2025Q1: 79,598 shares; 2025Q2: 145,419 shares; 2025Q3: 224,223 shares; 2025Q4: 231,091 shares 231,091 $56M 0.06% +6,868 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,482 shares; 2024Q4: 298,292 shares; 2025Q1: 298,327 shares; 2025Q2: 332,445 shares; 2025Q3: 373,210 shares; 2025Q4: 362,853 shares 362,853 $55.9M 0.06% -10,357 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; 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; 2025Q4: 1,112,141 shares 1,112,141 $55.9M 0.06% +92,839 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,346,942 shares 1,346,942 $55.7M 0.06% -52,942 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; 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; 2025Q4: 2,121,729 shares 2,121,729 $55.7M 0.06% +24,106 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 421,418 shares; 2024Q4: 441,411 shares; 2025Q1: 351,630 shares; 2025Q2: 769,987 shares; 2025Q3: 914,631 shares; 2025Q4: 1,187,031 shares 1,187,031 $55.6M 0.06% +272,400 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; 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; 2025Q4: 1,924,746 shares 1,924,746 $55.5M 0.06% +339,837 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 309,402 shares; 2025Q1: 345,551 shares; 2025Q2: 345,824 shares; 2025Q3: 411,155 shares; 2025Q4: 422,874 shares 422,874 $55.4M 0.06% +11,719 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,779 shares; 2024Q4: 164,420 shares; 2025Q1: 64,531 shares; 2025Q2: 110,908 shares; 2025Q3: 494,497 shares; 2025Q4: 528,445 shares 528,445 $55M 0.06% +33,948 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; 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; 2025Q4: 933,172 shares 933,172 $54.8M 0.06% -134,810 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,768,243 shares 1,768,243 $54.7M 0.06% -38,421 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,082,586 shares 1,082,586 $54.6M 0.06% -17,236 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; 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; 2025Q4: 1,688,291 shares 1,688,291 $54.6M 0.06% +129,646 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,836 shares; 2024Q4: 7,462 shares; 2025Q1: 8,301 shares; 2025Q2: 8,593 shares; 2025Q3: 10,180 shares; 2025Q4: 10,188 shares 10,188 $54.6M 0.06% +8 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,072,500 shares 1,072,500 $54.5M 0.06% -59,760 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,094 shares; 2025Q1: 31,774 shares; 2025Q2: 120,827 shares; 2025Q3: 1,903,370 shares; 2025Q4: 2,129,067 shares 2,129,067 $54.2M 0.06% +225,697 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; 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; 2025Q4: 1,796,150 shares 1,796,150 $54.2M 0.06% +172,758 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,787 shares; 2024Q4: 24,648 shares; 2025Q1: 30,794 shares; 2025Q2: 34,140 shares; 2025Q3: 44,130 shares; 2025Q4: 44,538 shares 44,538 $54.1M 0.06% +408 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; 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; 2025Q4: 1,635,094 shares 1,635,094 $54M 0.06% -151,868 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; 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; 2025Q4: 1,317,232 shares 1,317,232 $53.8M 0.06% +151,667 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,259 shares; 2024Q4: 267,934 shares; 2025Q1: 287,085 shares; 2025Q2: 320,647 shares; 2025Q3: 566,581 shares; 2025Q4: 595,934 shares 595,934 $53.6M 0.06% +29,353 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; 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; 2025Q4: 1,898,005 shares 1,898,005 $53.6M 0.06% +126,671 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 387,174 shares; 2024Q4: 379,230 shares; 2025Q1: 399,124 shares; 2025Q2: 428,463 shares; 2025Q3: 530,596 shares; 2025Q4: 536,171 shares 536,171 $53.6M 0.06% +5,575 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; 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; 2025Q4: 1,947,375 shares 1,947,375 $53.5M 0.06% -76,173 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,490 shares; 2024Q4: 103,551 shares; 2025Q1: 279,360 shares; 2025Q2: 403,547 shares; 2025Q3: 440,576 shares; 2025Q4: 471,134 shares 471,134 $53.3M 0.06% +30,558 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; 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; 2025Q4: 4,291,144 shares 4,291,144 $53.1M 0.06% -772,780 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,592 shares; 2024Q4: 124,342 shares; 2025Q1: 97,347 shares; 2025Q2: 80,091 shares; 2025Q3: 905,588 shares; 2025Q4: 901,472 shares 901,472 $53.1M 0.06% -4,116 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; 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; 2025Q4: 1,286,963 shares 1,286,963 $53M 0.06% +245,444 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,682 shares; 2024Q4: 92,635 shares; 2025Q1: 109,781 shares; 2025Q2: 125,114 shares; 2025Q3: 144,331 shares; 2025Q4: 149,908 shares 149,908 $53M 0.06% +5,577 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; 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; 2025Q4: 1,384,522 shares 1,384,522 $52.9M 0.06% +303,211 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,296 shares; 2024Q4: 258,786 shares; 2025Q1: 254,395 shares; 2025Q2: 242,505 shares; 2025Q3: 306,390 shares; 2025Q4: 327,923 shares 327,923 $52.8M 0.06% +21,533 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 363,551 shares; 2024Q4: 392,939 shares; 2025Q1: 300,372 shares; 2025Q2: 554,094 shares; 2025Q3: 941,736 shares; 2025Q4: 961,697 shares 961,697 $52.6M 0.06% +19,961 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,329,573 shares 1,329,573 $52.5M 0.06% +52,212 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,060 shares; 2024Q4: 265,420 shares; 2025Q1: 265,700 shares; 2025Q2: 270,715 shares; 2025Q3: 252,352 shares; 2025Q4: 250,665 shares 250,665 $52.4M 0.06% -1,687 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; 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; 2025Q4: 1,065,920 shares 1,065,920 $52.4M 0.06% +39,677 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,062 shares; 2024Q4: 62,875 shares; 2025Q1: 62,623 shares; 2025Q2: 69,133 shares; 2025Q3: 91,232 shares; 2025Q4: 86,834 shares 86,834 $52.4M 0.06% -4,398 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; 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; 2025Q4: 1,293,950 shares 1,293,950 $52.2M 0.06% +146,210 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; 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; 2025Q4: 1,037,572 shares 1,037,572 $52.2M 0.06% +205,315 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,445 shares; 2024Q4: 191,625 shares; 2025Q1: 346,623 shares; 2025Q2: 561,678 shares; 2025Q3: 991,001 shares; 2025Q4: 1,034,413 shares 1,034,413 $51.4M 0.06% +43,412 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; 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; 2025Q4: 1,528,969 shares 1,528,969 $51.2M 0.06% +282,713 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 456,675 shares; 2024Q4: 490,376 shares; 2025Q1: 498,963 shares; 2025Q2: 427,015 shares; 2025Q3: 644,801 shares; 2025Q4: 649,198 shares 649,198 $51.1M 0.06% +4,397 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,306 shares; 2024Q4: 82,257 shares; 2025Q1: 81,968 shares; 2025Q2: 89,313 shares; 2025Q3: 161,665 shares; 2025Q4: 163,539 shares 163,539 $51M 0.06% +1,874 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; 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; 2025Q4: 1,443,478 shares 1,443,478 $51M 0.06% +35,257 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,873 shares; 2024Q4: 154,119 shares; 2025Q1: 174,594 shares; 2025Q2: 148,931 shares; 2025Q3: 168,624 shares; 2025Q4: 169,154 shares 169,154 $50.9M 0.06% +530 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; 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; 2025Q4: 1,414,102 shares 1,414,102 $50.7M 0.06% +64,456 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,605 shares; 2024Q4: 278,681 shares; 2025Q1: 349,372 shares; 2025Q2: 379,467 shares; 2025Q3: 504,549 shares; 2025Q4: 510,466 shares 510,466 $50.6M 0.06% +5,917 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 726,107 shares; 2024Q4: 747,095 shares; 2025Q1: 799,153 shares; 2025Q2: 824,852 shares; 2025Q3: 930,518 shares; 2025Q4: 977,141 shares 977,141 $50.6M 0.06% +46,623 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; 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; 2025Q4: 1,336,191 shares 1,336,191 $50.5M 0.06% +302,834 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,369 shares; 2024Q4: 33,966 shares; 2025Q1: 49,116 shares; 2025Q2: 59,696 shares; 2025Q3: 74,958 shares; 2025Q4: 74,545 shares 74,545 $50.2M 0.05% -413 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; 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; 2025Q4: 1,362,608 shares 1,362,608 $50.2M 0.05% +42,948 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; 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; 2025Q4: 2,115,240 shares 2,115,240 $50.1M 0.05% +375,433 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,366 shares; 2024Q4: 229,944 shares; 2025Q1: 243,333 shares; 2025Q2: 265,299 shares; 2025Q3: 390,180 shares; 2025Q4: 407,586 shares 407,586 $50M 0.05% +17,406 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,415 shares; 2024Q4: 197,609 shares; 2025Q1: 233,342 shares; 2025Q2: 316,568 shares; 2025Q3: 522,154 shares; 2025Q4: 665,082 shares 665,082 $49.8M 0.05% +142,928 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,256 shares; 2024Q4: 172,434 shares; 2025Q1: 182,010 shares; 2025Q2: 184,662 shares; 2025Q3: 211,718 shares; 2025Q4: 215,191 shares 215,191 $49.8M 0.05% +3,473 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,809 shares; 2024Q4: 30,686 shares; 2025Q1: 83,361 shares; 2025Q2: 105,124 shares; 2025Q3: 325,728 shares; 2025Q4: 400,689 shares 400,689 $49.8M 0.05% +74,961 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,219 shares; 2024Q4: 181,934 shares; 2025Q1: 248,256 shares; 2025Q2: 298,238 shares; 2025Q3: 472,035 shares; 2025Q4: 536,020 shares 536,020 $49.7M 0.05% +63,985 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,588 shares; 2024Q4: 226,156 shares; 2025Q1: 229,813 shares; 2025Q2: 235,758 shares; 2025Q3: 256,578 shares; 2025Q4: 272,735 shares 272,735 $49.4M 0.05% +16,157 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 605,822 shares; 2024Q4: 585,235 shares; 2025Q1: 659,223 shares; 2025Q2: 691,150 shares; 2025Q3: 776,057 shares; 2025Q4: 814,491 shares 814,491 $49M 0.05% +38,434 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,055 shares; 2024Q4: 131,123 shares; 2025Q1: 147,338 shares; 2025Q2: 159,123 shares; 2025Q3: 226,438 shares; 2025Q4: 234,105 shares 234,105 $48.9M 0.05% +7,667 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,074 shares; 2024Q4: 33,668 shares; 2025Q1: 37,515 shares; 2025Q2: 37,812 shares; 2025Q3: 51,076 shares; 2025Q4: 59,410 shares 59,410 $48.7M 0.05% +8,334 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,212,160 shares 3,212,160 $48.2M 0.05% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,399 shares; 2024Q4: 240,392 shares; 2025Q1: 279,660 shares; 2025Q2: 251,955 shares; 2025Q3: 327,419 shares; 2025Q4: 305,467 shares 305,467 $47.8M 0.05% -21,952 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 994,730 shares; 2024Q4: 962,699 shares; 2025Q1: 601,314 shares; 2025Q2: 721,292 shares; 2025Q3: 525,451 shares; 2025Q4: 577,624 shares 577,624 $47.8M 0.05% +52,173 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; 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; 2025Q4: 1,091,216 shares 1,091,216 $47.7M 0.05% +9,509 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340,095 shares; 2024Q4: 444,864 shares; 2025Q1: 425,217 shares; 2025Q2: 429,579 shares; 2025Q3: 484,833 shares; 2025Q4: 491,245 shares 491,245 $47.6M 0.05% +6,412 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; 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; 2025Q4: 1,946,336 shares 1,946,336 $47.4M 0.05% +112,475 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,612 shares; 2024Q4: 104,173 shares; 2025Q1: 111,710 shares; 2025Q2: 108,799 shares; 2025Q3: 135,226 shares; 2025Q4: 140,122 shares 140,122 $47.2M 0.05% +4,896 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,746 shares; 2024Q4: 193,864 shares; 2025Q1: 197,094 shares; 2025Q2: 200,036 shares; 2025Q3: 270,668 shares; 2025Q4: 271,699 shares 271,699 $47.1M 0.05% +1,031 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 910,028 shares; 2024Q4: 732,630 shares; 2025Q1: 747,666 shares; 2025Q2: 752,352 shares; 2025Q3: 897,981 shares; 2025Q4: 985,469 shares 985,469 $47.1M 0.05% +87,488 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; 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; 2025Q4: 2,581,225 shares 2,581,225 $47M 0.05% +197,020 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,618 shares; 2024Q4: 57,417 shares; 2025Q1: 62,363 shares; 2025Q2: 64,196 shares; 2025Q3: 79,902 shares; 2025Q4: 82,249 shares 82,249 $46.9M 0.05% +2,347 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,717 shares; 2024Q4: 185,677 shares; 2025Q1: 221,717 shares; 2025Q2: 239,858 shares; 2025Q3: 321,143 shares; 2025Q4: 367,058 shares 367,058 $46.9M 0.05% +45,915 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,629 shares; 2024Q4: 52,905 shares; 2025Q1: 61,197 shares; 2025Q2: 68,336 shares; 2025Q3: 104,097 shares; 2025Q4: 108,871 shares 108,871 $46.4M 0.05% +4,774 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,125 shares; 2024Q4: 219,119 shares; 2025Q1: 228,941 shares; 2025Q2: 493,467 shares; 2025Q3: 616,056 shares; 2025Q4: 728,607 shares 728,607 $46M 0.05% +112,551 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,802 shares; 2024Q4: 216,767 shares; 2025Q1: 244,969 shares; 2025Q2: 263,470 shares; 2025Q3: 290,706 shares; 2025Q4: 282,086 shares 282,086 $45.7M 0.05% -8,620 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 427,390 shares; 2024Q4: 427,670 shares; 2025Q1: 431,612 shares; 2025Q2: 423,918 shares; 2025Q3: 971,342 shares; 2025Q4: 995,856 shares 995,856 $45.7M 0.05% +24,514 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371,260 shares; 2024Q4: 371,884 shares; 2025Q1: 390,586 shares; 2025Q2: 589,025 shares; 2025Q3: 669,661 shares; 2025Q4: 446,272 shares 446,272 $45.7M 0.05% -223,389 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,767 shares; 2024Q4: 92,351 shares; 2025Q1: 96,797 shares; 2025Q2: 98,966 shares; 2025Q3: 125,962 shares; 2025Q4: 129,900 shares 129,900 $45.7M 0.05% +3,938 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288,128 shares; 2024Q4: 362,609 shares; 2025Q1: 532,495 shares; 2025Q2: 532,836 shares; 2025Q3: 654,629 shares; 2025Q4: 766,097 shares 766,097 $45.4M 0.05% +111,468 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,801 shares; 2024Q4: 47,840 shares; 2025Q1: 41,289 shares; 2025Q2: 43,830 shares; 2025Q3: 75,043 shares; 2025Q4: 68,142 shares 68,142 $45.1M 0.05% -6,901 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,721 shares; 2024Q4: 63,769 shares; 2025Q1: 62,144 shares; 2025Q2: 84,837 shares; 2025Q3: 287,510 shares; 2025Q4: 318,620 shares 318,620 $45M 0.05% +31,110 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,371 shares; 2024Q4: 256,029 shares; 2025Q1: 293,722 shares; 2025Q2: 305,486 shares; 2025Q3: 373,773 shares; 2025Q4: 386,753 shares 386,753 $44.9M 0.05% +12,980 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 723,135 shares; 2024Q4: 741,949 shares; 2025Q1: 745,643 shares; 2025Q2: 802,876 shares; 2025Q3: 878,648 shares; 2025Q4: 906,209 shares 906,209 $44.8M 0.05% +27,561 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 592,717 shares; 2024Q4: 585,526 shares; 2025Q1: 645,487 shares; 2025Q2: 677,149 shares; 2025Q3: 832,420 shares; 2025Q4: 839,452 shares 839,452 $44.8M 0.05% +7,032 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 482,077 shares; 2024Q4: 497,207 shares; 2025Q1: 514,334 shares; 2025Q2: 511,859 shares; 2025Q3: 607,159 shares; 2025Q4: 531,542 shares 531,542 $44.8M 0.05% -75,617 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; 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; 2025Q4: 2,107,721 shares 2,107,721 $44.7M 0.05% +344,731 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,953 shares; 2024Q4: 91,842 shares; 2025Q1: 102,627 shares; 2025Q2: 106,607 shares; 2025Q3: 122,245 shares; 2025Q4: 127,518 shares 127,518 $44.6M 0.05% +5,273 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,730 shares; 2024Q4: 279,246 shares; 2025Q1: 344,996 shares; 2025Q2: 319,314 shares; 2025Q3: 413,145 shares; 2025Q4: 404,715 shares 404,715 $44.5M 0.05% -8,430 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,540 shares; 2024Q4: 114,752 shares; 2025Q1: 122,656 shares; 2025Q2: 117,329 shares; 2025Q3: 374,377 shares; 2025Q4: 349,312 shares 349,312 $44.2M 0.05% -25,065 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,714 shares; 2024Q4: 327,974 shares; 2025Q1: 340,038 shares; 2025Q2: 351,590 shares; 2025Q3: 463,610 shares; 2025Q4: 472,416 shares 472,416 $44.2M 0.05% +8,806 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; 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; 2025Q4: 1,065,661 shares 1,065,661 $44.2M 0.05% -660,224 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 721,715 shares; 2024Q4: 764,638 shares; 2025Q1: 816,561 shares; 2025Q2: 875,803 shares; 2025Q3: 949,084 shares; 2025Q4: 1,179,315 shares 1,179,315 $44.1M 0.05% +230,231 Timeline BENJ HORIZON FDS More: the full row for HORIZON FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 717,058 shares; 2025Q4: 843,066 shares 843,066 $43.7M 0.05% +126,008 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,397 shares; 2024Q4: 107,466 shares; 2025Q1: 134,797 shares; 2025Q2: 138,443 shares; 2025Q3: 178,095 shares; 2025Q4: 162,520 shares 162,520 $43.6M 0.05% -15,575 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,969 shares; 2024Q4: 60,278 shares; 2025Q1: 72,226 shares; 2025Q2: 75,693 shares; 2025Q3: 84,388 shares; 2025Q4: 85,409 shares 85,409 $43.6M 0.05% +1,021 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650,688 shares; 2024Q4: 665,845 shares; 2025Q1: 676,649 shares; 2025Q2: 679,807 shares; 2025Q3: 910,384 shares; 2025Q4: 926,136 shares 926,136 $43.5M 0.05% +15,752 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428,293 shares; 2024Q4: 425,793 shares; 2025Q1: 423,163 shares; 2025Q2: 445,451 shares; 2025Q3: 552,915 shares; 2025Q4: 611,471 shares 611,471 $43.3M 0.05% +58,556 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,560 shares; 2024Q4: 218,987 shares; 2025Q1: 249,126 shares; 2025Q2: 247,427 shares; 2025Q3: 320,718 shares; 2025Q4: 326,113 shares 326,113 $43.3M 0.05% +5,395 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,372 shares; 2024Q4: 319,161 shares; 2025Q1: 334,733 shares; 2025Q2: 348,145 shares; 2025Q3: 442,150 shares; 2025Q4: 450,143 shares 450,143 $42.9M 0.05% +7,993 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,415 shares; 2024Q4: 90,314 shares; 2025Q1: 91,099 shares; 2025Q2: 91,896 shares; 2025Q3: 89,476 shares; 2025Q4: 81,873 shares 81,873 $42.8M 0.05% -7,603 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,726 shares; 2024Q4: 181,938 shares; 2025Q1: 204,059 shares; 2025Q2: 222,390 shares; 2025Q3: 325,506 shares; 2025Q4: 314,586 shares 314,586 $42.5M 0.05% -10,920 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,239 shares; 2024Q4: 230,604 shares; 2025Q1: 509,316 shares; 2025Q2: 579,860 shares; 2025Q3: 550,870 shares; 2025Q4: 660,274 shares 660,274 $42.5M 0.05% +109,404 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,479 shares; 2024Q4: 73,675 shares; 2025Q1: 102,268 shares; 2025Q2: 131,104 shares; 2025Q3: 205,761 shares; 2025Q4: 453,121 shares 453,121 $42.3M 0.05% +247,360 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 492,745 shares; 2024Q4: 514,228 shares; 2025Q1: 535,492 shares; 2025Q2: 554,785 shares; 2025Q3: 713,398 shares; 2025Q4: 948,018 shares 948,018 $42.2M 0.05% +234,620 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 585,879 shares; 2024Q4: 636,709 shares; 2025Q1: 661,731 shares; 2025Q2: 592,755 shares; 2025Q3: 789,166 shares; 2025Q4: 782,038 shares 782,038 $42.2M 0.05% -7,128 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; 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; 2025Q4: 947,529 shares 947,529 $42M 0.05% +4,758 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,611 shares; 2024Q4: 263,332 shares; 2025Q1: 249,450 shares; 2025Q2: 310,794 shares; 2025Q3: 527,235 shares; 2025Q4: 600,702 shares 600,702 $41.9M 0.05% +73,467 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; 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; 2025Q4: 1,381,008 shares 1,381,008 $41.3M 0.05% -213,131 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,619 shares; 2024Q4: 201,430 shares; 2025Q1: 272,186 shares; 2025Q2: 334,092 shares; 2025Q3: 540,522 shares; 2025Q4: 551,670 shares 551,670 $41.2M 0.05% +11,148 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357,712 shares; 2024Q4: 376,398 shares; 2025Q1: 336,006 shares; 2025Q2: 386,816 shares; 2025Q3: 468,740 shares; 2025Q4: 450,118 shares 450,118 $41.2M 0.04% -18,622 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,249 shares; 2024Q4: 313,065 shares; 2025Q1: 235,385 shares; 2025Q2: 220,992 shares; 2025Q3: 281,836 shares; 2025Q4: 275,687 shares 275,687 $41.1M 0.04% -6,149 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,444 shares; 2024Q4: 350,927 shares; 2025Q1: 373,316 shares; 2025Q2: 375,540 shares; 2025Q3: 387,192 shares; 2025Q4: 402,161 shares 402,161 $40.9M 0.04% +14,969 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; 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; 2025Q4: 1,382,353 shares 1,382,353 $40.8M 0.04% -127,879 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 435,888 shares; 2024Q4: 424,975 shares; 2025Q1: 475,880 shares; 2025Q2: 506,504 shares; 2025Q3: 644,793 shares; 2025Q4: 680,250 shares 680,250 $40.6M 0.04% +35,457 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231,139 shares; 2024Q4: 234,467 shares; 2025Q1: 254,287 shares; 2025Q2: 304,235 shares; 2025Q3: 405,726 shares; 2025Q4: 429,747 shares 429,747 $40.5M 0.04% +24,021 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,181 shares; 2024Q4: 104,734 shares; 2025Q1: 111,047 shares; 2025Q2: 115,368 shares; 2025Q3: 171,564 shares; 2025Q4: 161,763 shares 161,763 $40M 0.04% -9,801 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 326,405 shares; 2025Q2: 324,972 shares; 2025Q3: 476,389 shares; 2025Q4: 465,836 shares 465,836 $39.8M 0.04% -10,553 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,330 shares; 2024Q4: 249,888 shares; 2025Q1: 252,363 shares; 2025Q2: 246,712 shares; 2025Q3: 321,846 shares; 2025Q4: 358,090 shares 358,090 $39.5M 0.04% +36,244 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479,888 shares; 2024Q4: 541,391 shares; 2025Q1: 586,842 shares; 2025Q2: 631,308 shares; 2025Q3: 527,702 shares; 2025Q4: 552,407 shares 552,407 $39.2M 0.04% +24,705 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,044 shares; 2024Q4: 93,958 shares; 2025Q1: 94,970 shares; 2025Q2: 97,696 shares; 2025Q3: 136,724 shares; 2025Q4: 144,295 shares 144,295 $39.1M 0.04% +7,571 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 985,624 shares; 2024Q4: 1,006,335 shares; 2025Q1: 1,110,948 shares; 2025Q2: 1,299,231 shares; 2025Q3: 1,543,803 shares; 2025Q4: 1,653,775 shares 1,653,775 $39.1M 0.04% +109,972 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,322 shares; 2024Q4: 182,382 shares; 2025Q1: 202,816 shares; 2025Q2: 204,789 shares; 2025Q3: 240,081 shares; 2025Q4: 244,204 shares 244,204 $39.1M 0.04% +4,123 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; 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; 2025Q4: 1,652,505 shares 1,652,505 $38.6M 0.04% +13,390 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 351,524 shares; 2024Q4: 379,339 shares; 2025Q1: 447,427 shares; 2025Q2: 509,411 shares; 2025Q3: 544,659 shares; 2025Q4: 498,670 shares 498,670 $38.6M 0.04% -45,989 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312,255 shares; 2024Q4: 318,779 shares; 2025Q1: 344,963 shares; 2025Q2: 361,284 shares; 2025Q3: 515,238 shares; 2025Q4: 485,581 shares 485,581 $38.5M 0.04% -29,657 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 453,551 shares; 2024Q4: 474,619 shares; 2025Q1: 527,270 shares; 2025Q2: 554,590 shares; 2025Q3: 777,708 shares; 2025Q4: 782,859 shares 782,859 $38.5M 0.04% +5,151 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374,640 shares; 2024Q4: 410,982 shares; 2025Q1: 452,466 shares; 2025Q2: 605,833 shares; 2025Q3: 730,829 shares; 2025Q4: 734,796 shares 734,796 $38.5M 0.04% +3,967 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,632 shares; 2024Q4: 86,745 shares; 2025Q1: 98,244 shares; 2025Q2: 102,884 shares; 2025Q3: 164,774 shares; 2025Q4: 204,802 shares 204,802 $38M 0.04% +40,028 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,851 shares; 2024Q4: 194,746 shares; 2025Q1: 251,195 shares; 2025Q2: 248,891 shares; 2025Q3: 380,995 shares; 2025Q4: 413,131 shares 413,131 $38M 0.04% +32,136 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700,372 shares; 2024Q4: 591,732 shares; 2025Q1: 613,400 shares; 2025Q2: 705,895 shares; 2025Q3: 946,295 shares; 2025Q4: 1,025,374 shares 1,025,374 $37.8M 0.04% +79,079 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,545 shares; 2024Q4: 270,704 shares; 2025Q1: 325,548 shares; 2025Q2: 342,871 shares; 2025Q3: 494,551 shares; 2025Q4: 540,234 shares 540,234 $37.5M 0.04% +45,683 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,083 shares; 2024Q4: 53,962 shares; 2025Q1: 158,483 shares; 2025Q2: 280,710 shares; 2025Q3: 326,009 shares; 2025Q4: 398,568 shares 398,568 $37.5M 0.04% +72,559 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; 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; 2025Q4: 1,447,229 shares 1,447,229 $37.3M 0.04% +213,448 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,084 shares; 2024Q4: 134,273 shares; 2025Q1: 101,471 shares; 2025Q2: 109,731 shares; 2025Q3: 164,862 shares; 2025Q4: 162,780 shares 162,780 $37.3M 0.04% -2,082 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 394,902 shares; 2024Q4: 421,974 shares; 2025Q1: 378,707 shares; 2025Q2: 506,498 shares; 2025Q3: 580,105 shares; 2025Q4: 625,279 shares 625,279 $37.2M 0.04% +45,174 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550,718 shares; 2024Q4: 626,556 shares; 2025Q1: 443,358 shares; 2025Q2: 447,619 shares; 2025Q3: 527,572 shares; 2025Q4: 705,162 shares 705,162 $37.1M 0.04% +177,590 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 753,582 shares; 2024Q4: 742,809 shares; 2025Q1: 911,999 shares; 2025Q2: 629,985 shares; 2025Q3: 824,838 shares; 2025Q4: 863,563 shares 863,563 $37M 0.04% +38,725 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; 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; 2025Q4: 1,044,339 shares 1,044,339 $36.8M 0.04% +23,159 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; 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; 2025Q4: 1,362,888 shares 1,362,888 $36.7M 0.04% +252,766 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,132 shares; 2024Q4: 97,170 shares; 2025Q1: 118,512 shares; 2025Q2: 128,772 shares; 2025Q3: 168,697 shares; 2025Q4: 179,858 shares 179,858 $36.5M 0.04% +11,161 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379,418 shares; 2024Q4: 417,666 shares; 2025Q1: 502,287 shares; 2025Q2: 593,424 shares; 2025Q3: 639,581 shares; 2025Q4: 588,913 shares 588,913 $36.5M 0.04% -50,668 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,811 shares; 2024Q4: 126,403 shares; 2025Q1: 172,525 shares; 2025Q2: 193,941 shares; 2025Q3: 240,103 shares; 2025Q4: 225,861 shares 225,861 $36.4M 0.04% -14,242 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 526,512 shares; 2024Q4: 530,152 shares; 2025Q1: 616,159 shares; 2025Q2: 623,285 shares; 2025Q3: 595,971 shares; 2025Q4: 605,102 shares 605,102 $36.4M 0.04% +9,131 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; 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; 2025Q4: 1,704,926 shares 1,704,926 $36.1M 0.04% +88,185 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; 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; 2025Q4: 2,185,998 shares 2,185,998 $36M 0.04% +154,352 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,245 shares; 2024Q4: 103,688 shares; 2025Q1: 111,662 shares; 2025Q2: 120,083 shares; 2025Q3: 164,947 shares; 2025Q4: 174,994 shares 174,994 $36M 0.04% +10,047 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 270,807 shares; 2025Q2: 286,815 shares; 2025Q3: 658,845 shares; 2025Q4: 726,557 shares 726,557 $35.4M 0.04% +67,712 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; 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; 2025Q4: 1,999,044 shares 1,999,044 $35.3M 0.04% -51,340 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; 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; 2025Q4: 1,173,633 shares 1,173,633 $35.3M 0.04% +122,646 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,525 shares; 2024Q4: 17,405 shares; 2025Q1: 18,712 shares; 2025Q2: 317,328 shares; 2025Q3: 370,620 shares; 2025Q4: 385,900 shares 385,900 $35.2M 0.04% +15,280 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; 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; 2025Q4: 473,222 shares 473,222 $35.1M 0.04% +23,937 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 520,819 shares; 2024Q4: 584,519 shares; 2025Q1: 766,329 shares; 2025Q2: 681,268 shares; 2025Q3: 735,625 shares; 2025Q4: 695,625 shares 695,625 $35.1M 0.04% -40,000 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; 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; 2025Q4: 1,077,382 shares 1,077,382 $34.5M 0.04% -14,270 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,217 shares; 2024Q4: 204,188 shares; 2025Q1: 218,335 shares; 2025Q2: 166,163 shares; 2025Q3: 185,258 shares; 2025Q4: 185,382 shares 185,382 $34.3M 0.04% +124 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 501,952 shares; 2024Q4: 551,824 shares; 2025Q1: 456,229 shares; 2025Q2: 758,041 shares; 2025Q3: 780,061 shares; 2025Q4: 822,867 shares 822,867 $34.2M 0.04% +42,806 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,629 shares; 2024Q4: 53,957 shares; 2025Q1: 64,774 shares; 2025Q2: 60,196 shares; 2025Q3: 77,714 shares; 2025Q4: 75,013 shares 75,013 $34M 0.04% -2,701 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,341 shares; 2024Q4: 41,777 shares; 2025Q1: 69,459 shares; 2025Q2: 621,542 shares; 2025Q3: 684,164 shares; 2025Q4: 728,797 shares 728,797 $34M 0.04% +44,633 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340,271 shares; 2024Q4: 368,528 shares; 2025Q1: 405,669 shares; 2025Q2: 568,642 shares; 2025Q3: 713,097 shares; 2025Q4: 743,409 shares 743,409 $34M 0.04% +30,312 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; 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; 2025Q4: 1,348,108 shares 1,348,108 $33.9M 0.04% +3,676 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,402 shares; 2024Q4: 188,746 shares; 2025Q1: 208,894 shares; 2025Q2: 213,247 shares; 2025Q3: 291,004 shares; 2025Q4: 293,325 shares 293,325 $33.8M 0.04% +2,321 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,366 shares; 2024Q4: 8,920 shares; 2025Q1: 9,164 shares; 2025Q2: 21,876 shares; 2025Q3: 905,562 shares; 2025Q4: 875,559 shares 875,559 $33.8M 0.04% -30,003 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 281,832 shares; 2025Q3: 934,721 shares; 2025Q4: 1,169,463 shares 1,169,463 $33.7M 0.04% +234,742 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; 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; 2025Q4: 1,183,339 shares 1,183,339 $33.7M 0.04% +45,562 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,731 shares; 2024Q4: 320,226 shares; 2025Q1: 320,743 shares; 2025Q2: 372,901 shares; 2025Q3: 424,673 shares; 2025Q4: 456,564 shares 456,564 $33.6M 0.04% +31,891 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359,582 shares; 2024Q4: 379,656 shares; 2025Q1: 305,873 shares; 2025Q2: 599,039 shares; 2025Q3: 482,341 shares; 2025Q4: 468,380 shares 468,380 $33.5M 0.04% -13,961 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,723 shares; 2024Q4: 65,295 shares; 2025Q1: 82,293 shares; 2025Q2: 88,243 shares; 2025Q3: 139,925 shares; 2025Q4: 218,093 shares 218,093 $33.4M 0.04% +78,168 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,866 shares; 2024Q4: 165,536 shares; 2025Q1: 265,265 shares; 2025Q2: 407,668 shares; 2025Q3: 460,793 shares; 2025Q4: 488,804 shares 488,804 $33.3M 0.04% +28,011 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,454 shares; 2024Q4: 61,050 shares; 2025Q1: 87,491 shares; 2025Q2: 253,522 shares; 2025Q3: 409,456 shares; 2025Q4: 512,658 shares 512,658 $33.2M 0.04% +103,202 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,763 shares; 2024Q4: 243,190 shares; 2025Q1: 258,098 shares; 2025Q2: 209,821 shares; 2025Q3: 285,434 shares; 2025Q4: 262,767 shares 262,767 $33.1M 0.04% -22,667 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,918 shares; 2024Q4: 128,275 shares; 2025Q1: 157,283 shares; 2025Q2: 156,429 shares; 2025Q3: 179,542 shares; 2025Q4: 174,944 shares 174,944 $32.9M 0.04% -4,598 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,729 shares; 2024Q4: 65,973 shares; 2025Q1: 89,204 shares; 2025Q2: 91,243 shares; 2025Q3: 106,948 shares; 2025Q4: 111,722 shares 111,722 $32.8M 0.04% +4,774 Timeline FTHI 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 494,688 shares; 2024Q4: 575,574 shares; 2025Q1: 692,184 shares; 2025Q2: 698,676 shares; 2025Q3: 1,191,066 shares; 2025Q4: 1,385,027 shares 1,385,027 $32.7M 0.04% +193,961 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,825 shares; 2024Q4: 197,789 shares; 2025Q1: 217,101 shares; 2025Q2: 227,536 shares; 2025Q3: 381,982 shares; 2025Q4: 372,620 shares 372,620 $32.6M 0.04% -9,362 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,250 shares; 2024Q4: 207,515 shares; 2025Q1: 249,664 shares; 2025Q2: 209,018 shares; 2025Q3: 328,242 shares; 2025Q4: 381,286 shares 381,286 $32.3M 0.04% +53,044 Timeline VOOG 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,623 shares; 2024Q4: 75,498 shares; 2025Q1: 53,510 shares; 2025Q2: 52,619 shares; 2025Q3: 64,425 shares; 2025Q4: 72,506 shares 72,506 $32.2M 0.04% +8,081 Timeline TMSL 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 276,237 shares; 2025Q2: 336,743 shares; 2025Q3: 390,567 shares; 2025Q4: 895,710 shares 895,710 $32.2M 0.04% +505,143 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,235 shares; 2024Q4: 102,828 shares; 2025Q1: 111,461 shares; 2025Q2: 105,402 shares; 2025Q3: 194,199 shares; 2025Q4: 182,067 shares 182,067 $32M 0.03% -12,132 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,928 shares; 2024Q4: 229,804 shares; 2025Q1: 235,330 shares; 2025Q2: 197,055 shares; 2025Q3: 204,878 shares; 2025Q4: 222,097 shares 222,097 $31.8M 0.03% +17,219 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288,050 shares; 2024Q4: 296,944 shares; 2025Q1: 311,120 shares; 2025Q2: 300,667 shares; 2025Q3: 334,577 shares; 2025Q4: 327,377 shares 327,377 $31.8M 0.03% -7,200 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380,922 shares; 2024Q4: 386,409 shares; 2025Q1: 392,761 shares; 2025Q2: 404,518 shares; 2025Q3: 413,297 shares; 2025Q4: 429,810 shares 429,810 $31.7M 0.03% +16,513 Timeline BSJR 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 531,679 shares; 2024Q4: 721,523 shares; 2025Q1: 743,788 shares; 2025Q2: 759,061 shares; 2025Q3: 795,652 shares; 2025Q4: 1,401,930 shares 1,401,930 $31.7M 0.03% +606,278 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,721 shares; 2024Q4: 29,350 shares; 2025Q1: 28,081 shares; 2025Q2: 31,007 shares; 2025Q3: 37,485 shares; 2025Q4: 39,124 shares 39,124 $31.7M 0.03% +1,639 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385,376 shares; 2024Q4: 388,809 shares; 2025Q1: 406,367 shares; 2025Q2: 397,957 shares; 2025Q3: 369,028 shares; 2025Q4: 695,973 shares 695,973 $31.6M 0.03% +326,945 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 429,211 shares 429,211 $31.2M 0.03% -7,620 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,677 shares; 2024Q4: 127,728 shares; 2025Q1: 134,969 shares; 2025Q2: 99,294 shares; 2025Q3: 105,676 shares; 2025Q4: 104,544 shares 104,544 $31.2M 0.03% -1,132 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327,480 shares; 2024Q4: 333,397 shares; 2025Q1: 363,041 shares; 2025Q2: 378,895 shares; 2025Q3: 423,668 shares; 2025Q4: 672,268 shares 672,268 $30.9M 0.03% +248,600 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,570 shares; 2024Q4: 258,574 shares; 2025Q1: 264,846 shares; 2025Q2: 276,351 shares; 2025Q3: 309,485 shares; 2025Q4: 709,217 shares 709,217 $30.9M 0.03% +399,732 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 564,453 shares; 2024Q4: 571,718 shares; 2025Q1: 560,882 shares; 2025Q2: 560,794 shares; 2025Q3: 557,938 shares; 2025Q4: 561,943 shares 561,943 $30.8M 0.03% +4,005 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,215 shares; 2024Q4: 63,771 shares; 2025Q1: 69,592 shares; 2025Q2: 72,504 shares; 2025Q3: 137,653 shares; 2025Q4: 124,671 shares 124,671 $30.7M 0.03% -12,982 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,885 shares; 2024Q4: 126,646 shares; 2025Q1: 138,417 shares; 2025Q2: 141,627 shares; 2025Q3: 229,670 shares; 2025Q4: 237,872 shares 237,872 $30.7M 0.03% +8,202 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,174 shares; 2024Q4: 43,530 shares; 2025Q1: 46,045 shares; 2025Q2: 51,320 shares; 2025Q3: 76,736 shares; 2025Q4: 79,938 shares 79,938 $30.6M 0.03% +3,202 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,142 shares; 2024Q4: 332,071 shares; 2025Q1: 382,582 shares; 2025Q2: 400,966 shares; 2025Q3: 562,459 shares; 2025Q4: 612,919 shares 612,919 $30.6M 0.03% +50,460 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,448 shares; 2024Q4: 75,665 shares; 2025Q1: 76,283 shares; 2025Q2: 97,414 shares; 2025Q3: 130,571 shares; 2025Q4: 134,136 shares 134,136 $30.5M 0.03% +3,565 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,065 shares; 2024Q4: 100,480 shares; 2025Q1: 117,569 shares; 2025Q2: 124,569 shares; 2025Q3: 191,597 shares; 2025Q4: 200,998 shares 200,998 $30.5M 0.03% +9,401 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,675 shares; 2024Q4: 83,588 shares; 2025Q1: 83,812 shares; 2025Q2: 91,173 shares; 2025Q3: 109,037 shares; 2025Q4: 105,456 shares 105,456 $30.5M 0.03% -3,581 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,208 shares; 2024Q4: 58,990 shares; 2025Q1: 68,866 shares; 2025Q2: 65,194 shares; 2025Q3: 80,774 shares; 2025Q4: 78,150 shares 78,150 $30.4M 0.03% -2,624 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; 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; 2025Q4: 1,148,207 shares 1,148,207 $30.4M 0.03% +32,759 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,993 shares; 2024Q4: 61,674 shares; 2025Q1: 63,898 shares; 2025Q2: 68,539 shares; 2025Q3: 99,066 shares; 2025Q4: 93,441 shares 93,441 $30.3M 0.03% -5,625 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,031 shares; 2024Q4: 55,069 shares; 2025Q1: 83,222 shares; 2025Q2: 92,759 shares; 2025Q3: 114,815 shares; 2025Q4: 109,603 shares 109,603 $30.2M 0.03% -5,212 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,133 shares; 2024Q4: 354,128 shares; 2025Q1: 427,265 shares; 2025Q2: 458,535 shares; 2025Q3: 422,010 shares; 2025Q4: 303,720 shares 303,720 $30.1M 0.03% -118,290 Timeline FNOV 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 511,132 shares; 2024Q4: 806,014 shares; 2025Q1: 514,416 shares; 2025Q2: 763,457 shares; 2025Q3: 341,392 shares; 2025Q4: 547,574 shares 547,574 $30M 0.03% +206,182 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,783 shares; 2024Q4: 197,917 shares; 2025Q1: 186,725 shares; 2025Q2: 235,123 shares; 2025Q3: 364,435 shares; 2025Q4: 348,098 shares 348,098 $30M 0.03% -16,337 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,421 shares; 2024Q4: 251,567 shares; 2025Q1: 265,188 shares; 2025Q2: 275,868 shares; 2025Q3: 307,071 shares; 2025Q4: 444,047 shares 444,047 $29.8M 0.03% +136,976 Timeline