IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,260,894 shares 4,260,894 $2.78B 2.96% +214,419 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 7,051,511 shares 7,051,511 $1.79B 1.9% +112,020 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 9,618,546 shares 9,618,546 $1.68B 1.78% +23,853 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 7,740,408 shares 7,740,408 $1.52B 1.62% +296,977 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 15,252,353 shares 15,252,353 $1.51B 1.61% -175,807 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,262,665 shares 2,262,665 $1.31B 1.39% +34,887 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,000,963 shares 2,000,963 $1.2B 1.27% +62,150 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,811,359 shares 1,811,359 $1.18B 1.25% -19,884 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,364,602 shares 3,364,602 $1.08B 1.15% +112,352 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,878,640 shares 2,878,640 $1.07B 1.13% +124,323 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 9,492,332 shares 9,492,332 $1.04B 1.11% -719,133 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 11,479,180 shares 11,479,180 $1.04B 1.11% +720,499 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,298,549 shares 2,298,549 $1B 1.07% +174,490 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,469,661 shares 4,469,661 $931M 0.99% +140,953 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 18,359,294 shares 18,359,294 $781M 0.83% +1,959,868 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 24,184,523 shares 24,184,523 $742M 0.79% -10,421,505 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,295,130 shares 3,295,130 $696M 0.74% -114,849 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,569,465 shares 1,569,465 $669M 0.71% +6,404 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,170,893 shares 2,170,893 $624M 0.66% +9,550 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 8,765,443 shares 8,765,443 $611M 0.65% -593,367 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 7,625,939 shares 7,625,939 $562M 0.6% -65,646 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,754,617 shares 4,754,617 $538M 0.57% +245,310 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,217,040 shares 2,217,040 $527M 0.56% +120,112 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 17,955,640 shares 17,955,640 $523M 0.56% +995,373 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 6,609,737 shares 6,609,737 $510M 0.54% +70,953 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 7,762,066 shares 7,762,066 $497M 0.53% +77,930 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,571,853 shares 1,571,853 $487M 0.52% +75,978 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 638,496 shares; 2024Q4: 639,515 shares; 2025Q1: 690,794 shares; 2025Q2: 706,616 shares; 2025Q3: 909,355 shares; 2025Q4: 939,826 shares; 2026Q1: 975,250 shares 975,250 $467M 0.5% +35,424 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 10,043,013 shares 10,043,013 $464M 0.49% +520,120 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 13,458,771 shares 13,458,771 $455M 0.48% +598,728 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,525,538 shares 1,525,538 $438M 0.47% +53,123 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,758,333 shares 1,758,333 $436M 0.46% +33,853 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 440,636 shares; 2024Q4: 470,935 shares; 2025Q1: 509,947 shares; 2025Q2: 536,647 shares; 2025Q3: 685,764 shares; 2025Q4: 743,764 shares; 2026Q1: 761,399 shares 761,399 $436M 0.46% +17,635 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 7,448,937 shares 7,448,937 $433M 0.46% -363,372 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,417,978 shares 1,417,978 $417M 0.44% +24,913 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,381,079 shares 2,381,079 $404M 0.43% +20,773 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,586,530 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; 2026Q1: 2,699,936 shares 2,699,936 $400M 0.43% +54,785 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,348,951 shares 4,348,951 $399M 0.42% +1,487,570 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,384,756 shares 1,384,756 $398M 0.42% +105,621 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 9,800,927 shares 9,800,927 $394M 0.42% +1,593,112 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 8,337,155 shares 8,337,155 $387M 0.41% +1,483,240 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,862,925 shares 4,862,925 $372M 0.4% +431,656 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 683,151 shares; 2024Q4: 714,291 shares; 2025Q1: 821,760 shares; 2025Q2: 770,634 shares; 2025Q3: 907,793 shares; 2025Q4: 889,510 shares; 2026Q1: 852,019 shares 852,019 $367M 0.39% -37,491 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,889,255 shares 2,889,255 $359M 0.38% +41,409 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 551,441 shares; 2024Q4: 584,822 shares; 2025Q1: 647,805 shares; 2025Q2: 691,667 shares; 2025Q3: 877,478 shares; 2025Q4: 924,947 shares; 2026Q1: 959,446 shares 959,446 $357M 0.38% +34,499 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,612,900 shares 5,612,900 $351M 0.37% -145,601 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,815,570 shares 2,815,570 $350M 0.37% +27,853 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 6,083,774 shares 6,083,774 $345M 0.37% +553,011 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,210,936 shares 3,210,936 $341M 0.36% +416,372 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,230,968 shares 1,230,968 $322M 0.34% +62,668 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226,792 shares; 2024Q4: 232,598 shares; 2025Q1: 246,287 shares; 2025Q2: 253,839 shares; 2025Q3: 310,963 shares; 2025Q4: 329,781 shares; 2026Q1: 345,970 shares 345,970 $318M 0.34% +16,189 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 7,943,362 shares 7,943,362 $313M 0.33% +227,423 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,808,771 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; 2026Q1: 6,801,133 shares 6,801,133 $310M 0.33% +930,834 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,574,045 shares 1,574,045 $302M 0.32% +43,742 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,077,881 shares 3,077,881 $301M 0.32% -20,778 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,915,091 shares 3,915,091 $291M 0.31% +20,907 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,552,525 shares 5,552,525 $280M 0.3% +771,344 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 8,296,479 shares 8,296,479 $277M 0.29% +562,014 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,044,145 shares 4,044,145 $276M 0.29% +299,620 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; 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; 2026Q1: 5,646,589 shares 5,646,589 $271M 0.29% +305,090 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,229,673 shares 1,229,673 $263M 0.28% -65,902 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,809,582 shares 4,809,582 $260M 0.28% +11,580 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,109,957 shares 3,109,957 $260M 0.28% +300,238 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,164,853 shares 1,164,853 $253M 0.27% +31,607 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 644,526 shares; 2024Q4: 655,985 shares; 2025Q1: 708,973 shares; 2025Q2: 714,423 shares; 2025Q3: 955,838 shares; 2025Q4: 1,023,956 shares; 2026Q1: 1,034,600 shares 1,034,600 $253M 0.27% +10,644 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,173,338 shares 1,173,338 $252M 0.27% -1,729 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 633,498 shares; 2024Q4: 646,948 shares; 2025Q1: 665,644 shares; 2025Q2: 685,034 shares; 2025Q3: 843,082 shares; 2025Q4: 848,948 shares; 2026Q1: 834,891 shares 834,891 $252M 0.27% -14,057 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,833,094 shares 4,833,094 $251M 0.27% +291,035 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,198,367 shares 1,198,367 $248M 0.26% +33,315 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 458,816 shares; 2024Q4: 494,728 shares; 2025Q1: 516,186 shares; 2025Q2: 554,607 shares; 2025Q3: 716,021 shares; 2025Q4: 728,701 shares; 2026Q1: 732,609 shares 732,609 $248M 0.26% +3,908 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,208,206 shares 2,208,206 $246M 0.26% +1,227,595 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,666,699 shares 1,666,699 $244M 0.26% +42,536 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 765,901 shares; 2024Q4: 775,594 shares; 2025Q1: 798,241 shares; 2025Q2: 777,886 shares; 2025Q3: 827,855 shares; 2025Q4: 1,789,348 shares; 2026Q1: 1,826,990 shares 1,826,990 $243M 0.26% +37,642 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 6,314,257 shares 6,314,257 $243M 0.26% +373,840 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,163 shares; 2024Q4: 161,563 shares; 2025Q1: 177,910 shares; 2025Q2: 196,685 shares; 2025Q3: 247,285 shares; 2025Q4: 239,548 shares; 2026Q1: 241,260 shares 241,260 $240M 0.26% +1,712 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,532,959 shares 3,532,959 $239M 0.25% -98,102 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,205,952 shares 4,205,952 $238M 0.25% +230,152 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,233,014 shares 1,233,014 $237M 0.25% +189,149 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,739,085 shares 4,739,085 $235M 0.25% +1,715,376 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 231,337 shares; 2024Q4: 226,113 shares; 2025Q1: 261,864 shares; 2025Q2: 274,197 shares; 2025Q3: 345,889 shares; 2025Q4: 336,406 shares; 2026Q1: 335,560 shares 335,560 $234M 0.25% -846 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,324,499 shares 3,324,499 $233M 0.25% +228,446 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 10,135,363 shares 10,135,363 $232M 0.25% +5,995,250 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,589,945 shares 2,589,945 $228M 0.24% +139,133 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,142,221 shares 2,142,221 $216M 0.23% +234,797 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,106,252 shares 2,106,252 $212M 0.23% -373,574 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 613,425 shares; 2024Q4: 623,679 shares; 2025Q1: 652,525 shares; 2025Q2: 681,311 shares; 2025Q3: 925,350 shares; 2025Q4: 949,572 shares; 2026Q1: 965,429 shares 965,429 $210M 0.22% +15,857 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,362,887 shares 2,362,887 $210M 0.22% +278,151 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 237,994 shares; 2024Q4: 233,524 shares; 2025Q1: 235,195 shares; 2025Q2: 232,978 shares; 2025Q3: 275,422 shares; 2025Q4: 287,922 shares; 2026Q1: 295,811 shares 295,811 $210M 0.22% +7,889 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,133,527 shares 2,133,527 $207M 0.22% -122,909 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,834,235 shares 3,834,235 $206M 0.22% +820,562 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,257,829 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; 2026Q1: 4,443,240 shares 4,443,240 $205M 0.22% -7,561 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,562,512 shares 2,562,512 $201M 0.21% +235,146 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,162,456 shares 2,162,456 $201M 0.21% +39,289 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,367,490 shares 1,367,490 $198M 0.21% +115,655 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 348,784 shares; 2024Q4: 371,976 shares; 2025Q1: 389,916 shares; 2025Q2: 405,109 shares; 2025Q3: 477,115 shares; 2025Q4: 494,813 shares; 2026Q1: 511,623 shares 511,623 $196M 0.21% +16,810 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,026,264 shares 2,026,264 $192M 0.2% +44,837 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 428,305 shares; 2024Q4: 439,797 shares; 2025Q1: 458,586 shares; 2025Q2: 464,772 shares; 2025Q3: 562,873 shares; 2025Q4: 562,610 shares; 2026Q1: 579,533 shares 579,533 $191M 0.2% +16,923 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 795,571 shares; 2024Q4: 789,488 shares; 2025Q1: 723,353 shares; 2025Q2: 784,817 shares; 2025Q3: 894,962 shares; 2025Q4: 864,859 shares; 2026Q1: 899,004 shares 899,004 $183M 0.19% +34,145 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,635,444 shares 3,635,444 $182M 0.19% +761,782 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; 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; 2026Q1: 3,921,510 shares 3,921,510 $173M 0.18% +350,571 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,377,302 shares 3,377,302 $171M 0.18% +312,033 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,752,066 shares 1,752,066 $170M 0.18% -129,780 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,035,644 shares 3,035,644 $169M 0.18% +204,154 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 7,319,089 shares 7,319,089 $164M 0.17% +814,939 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,830 shares; 2024Q4: 137,142 shares; 2025Q1: 19,379 shares; 2025Q2: 257,718 shares; 2025Q3: 786,754 shares; 2025Q4: 2,961,266 shares; 2026Q1: 4,260,462 shares 4,260,462 $158M 0.17% +1,299,196 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 871,685 shares; 2025Q3: 3,821,088 shares; 2025Q4: 4,303,094 shares; 2026Q1: 4,800,643 shares 4,800,643 $158M 0.17% +497,549 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 192,720 shares; 2025Q2: 2,770,784 shares; 2025Q3: 3,621,300 shares; 2025Q4: 3,908,631 shares; 2026Q1: 4,197,789 shares 4,197,789 $152M 0.16% +289,158 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 694,832 shares; 2024Q4: 712,543 shares; 2025Q1: 779,440 shares; 2025Q2: 779,227 shares; 2025Q3: 978,135 shares; 2025Q4: 994,994 shares; 2026Q1: 1,046,497 shares 1,046,497 $151M 0.16% +51,503 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,976 shares; 2024Q4: 212,051 shares; 2025Q1: 337,560 shares; 2025Q2: 548,182 shares; 2025Q3: 1,072,575 shares; 2025Q4: 1,648,590 shares; 2026Q1: 1,868,208 shares 1,868,208 $151M 0.16% +219,618 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,450,864 shares 2,450,864 $150M 0.16% -14,027 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188,971 shares; 2024Q4: 188,880 shares; 2025Q1: 200,812 shares; 2025Q2: 208,194 shares; 2025Q3: 252,772 shares; 2025Q4: 251,565 shares; 2026Q1: 245,231 shares 245,231 $148M 0.16% -6,334 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,936,315 shares 2,936,315 $147M 0.16% +59,002 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,371 shares; 2024Q4: 375,548 shares; 2025Q1: 425,986 shares; 2025Q2: 440,080 shares; 2025Q3: 487,762 shares; 2025Q4: 607,290 shares; 2026Q1: 611,551 shares 611,551 $147M 0.16% +4,261 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,673,737 shares 1,673,737 $145M 0.15% +98,559 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,402,483 shares 1,402,483 $145M 0.15% +95,372 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285,167 shares; 2024Q4: 285,765 shares; 2025Q1: 288,917 shares; 2025Q2: 367,032 shares; 2025Q3: 461,063 shares; 2025Q4: 483,210 shares; 2026Q1: 476,911 shares 476,911 $144M 0.15% -6,299 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,193,872 shares 1,193,872 $144M 0.15% +55,456 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,754 shares; 2024Q4: 77,851 shares; 2025Q1: 88,576 shares; 2025Q2: 99,681 shares; 2025Q3: 133,210 shares; 2025Q4: 1,416,154 shares; 2026Q1: 1,486,874 shares 1,486,874 $143M 0.15% +70,720 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 281,759 shares; 2024Q4: 293,518 shares; 2025Q1: 309,589 shares; 2025Q2: 320,799 shares; 2025Q3: 434,614 shares; 2025Q4: 448,605 shares; 2026Q1: 459,267 shares 459,267 $143M 0.15% +10,662 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 216,028 shares; 2024Q4: 219,249 shares; 2025Q1: 239,139 shares; 2025Q2: 246,114 shares; 2025Q3: 298,899 shares; 2025Q4: 297,146 shares; 2026Q1: 280,577 shares 280,577 $140M 0.15% -16,569 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,048,725 shares 4,048,725 $139M 0.15% +723,471 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; 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; 2026Q1: 3,870,449 shares 3,870,449 $139M 0.15% +648,834 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,486,405 shares 1,486,405 $138M 0.15% -41,277 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,769,004 shares 1,769,004 $137M 0.15% +66,595 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,364 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,089,903 shares; 2025Q4: 2,410,340 shares; 2026Q1: 3,888,709 shares 3,888,709 $136M 0.14% +1,478,369 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,949,282 shares 2,949,282 $135M 0.14% +144,224 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,415,268 shares 1,415,268 $135M 0.14% +275,814 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,772,104 shares 1,772,104 $135M 0.14% +54,782 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,278 shares; 2024Q4: 65,424 shares; 2025Q1: 77,531 shares; 2025Q2: 98,466 shares; 2025Q3: 115,721 shares; 2025Q4: 140,969 shares; 2026Q1: 151,989 shares 151,989 $133M 0.14% +11,020 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,877,693 shares 4,877,693 $132M 0.14% +720,377 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,704,946 shares 1,704,946 $132M 0.14% +136,539 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,652,727 shares 2,652,727 $131M 0.14% -287,602 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,016,898 shares; 2025Q4: 2,321,233 shares; 2026Q1: 3,667,210 shares 3,667,210 $131M 0.14% +1,345,977 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 229,593 shares; 2024Q4: 232,234 shares; 2025Q1: 237,968 shares; 2025Q2: 258,505 shares; 2025Q3: 325,055 shares; 2025Q4: 338,933 shares; 2026Q1: 385,997 shares 385,997 $130M 0.14% +47,064 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 261,978 shares; 2024Q4: 277,205 shares; 2025Q1: 278,340 shares; 2025Q2: 268,706 shares; 2025Q3: 324,930 shares; 2025Q4: 352,531 shares; 2026Q1: 361,081 shares 361,081 $129M 0.14% +8,550 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,788,286 shares 1,788,286 $128M 0.14% +403,101 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 376,075 shares; 2025Q2: 405,245 shares; 2025Q3: 572,947 shares; 2025Q4: 608,483 shares; 2026Q1: 661,761 shares 661,761 $128M 0.14% +53,278 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 888,093 shares; 2024Q4: 841,808 shares; 2025Q1: 945,594 shares; 2025Q2: 929,752 shares; 2025Q3: 838,516 shares; 2025Q4: 934,869 shares; 2026Q1: 867,939 shares 867,939 $127M 0.14% -66,930 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,551,727 shares 2,551,727 $127M 0.14% +171,648 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; 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; 2026Q1: 1,012,508 shares 1,012,508 $127M 0.13% +10,074 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208,724 shares; 2024Q4: 238,227 shares; 2025Q1: 369,329 shares; 2025Q2: 435,146 shares; 2025Q3: 761,141 shares; 2025Q4: 869,157 shares; 2026Q1: 1,091,140 shares 1,091,140 $125M 0.13% +221,983 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,437,479 shares 2,437,479 $124M 0.13% -42,590 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199,899 shares; 2024Q4: 199,910 shares; 2025Q1: 226,219 shares; 2025Q2: 223,296 shares; 2025Q3: 325,547 shares; 2025Q4: 342,460 shares; 2026Q1: 345,260 shares 345,260 $121M 0.13% +2,800 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,050 shares; 2024Q4: 205,362 shares; 2025Q1: 193,773 shares; 2025Q2: 220,579 shares; 2025Q3: 253,203 shares; 2025Q4: 262,431 shares; 2026Q1: 261,569 shares 261,569 $121M 0.13% -862 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,373,536 shares 1,373,536 $121M 0.13% -946,033 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 514,200 shares; 2024Q4: 535,634 shares; 2025Q1: 606,408 shares; 2025Q2: 611,612 shares; 2025Q3: 705,559 shares; 2025Q4: 716,717 shares; 2026Q1: 715,827 shares 715,827 $118M 0.13% -890 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450,629 shares; 2024Q4: 482,728 shares; 2025Q1: 535,159 shares; 2025Q2: 595,455 shares; 2025Q3: 742,558 shares; 2025Q4: 767,079 shares; 2026Q1: 848,100 shares 848,100 $117M 0.12% +81,021 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 361,115 shares; 2024Q4: 347,165 shares; 2025Q1: 339,357 shares; 2025Q2: 366,165 shares; 2025Q3: 385,169 shares; 2025Q4: 394,304 shares; 2026Q1: 392,369 shares 392,369 $117M 0.12% -1,935 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 286,264 shares; 2024Q4: 284,956 shares; 2025Q1: 306,599 shares; 2025Q2: 335,689 shares; 2025Q3: 446,139 shares; 2025Q4: 482,416 shares; 2026Q1: 482,924 shares 482,924 $117M 0.12% +508 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; 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; 2026Q1: 4,296,149 shares 4,296,149 $117M 0.12% +646,551 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,016,297 shares 4,016,297 $116M 0.12% +85,174 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 407,069 shares; 2024Q4: 427,885 shares; 2025Q1: 468,066 shares; 2025Q2: 472,562 shares; 2025Q3: 678,602 shares; 2025Q4: 731,012 shares; 2026Q1: 787,215 shares 787,215 $116M 0.12% +56,203 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; 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; 2026Q1: 2,098,429 shares 2,098,429 $115M 0.12% +523,230 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,291,968 shares 2,291,968 $115M 0.12% +98,844 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 626,272 shares; 2024Q4: 590,381 shares; 2025Q1: 626,430 shares; 2025Q2: 697,565 shares; 2025Q3: 828,807 shares; 2025Q4: 800,996 shares; 2026Q1: 803,434 shares 803,434 $114M 0.12% +2,438 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,019,537 shares 1,019,537 $114M 0.12% -47,058 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,035,759 shares 1,035,759 $113M 0.12% +6,183 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,157,966 shares 1,157,966 $112M 0.12% -13,413 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; 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; 2026Q1: 1,348,769 shares 1,348,769 $112M 0.12% +66,411 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; 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; 2026Q1: 2,017,386 shares 2,017,386 $111M 0.12% +273,148 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 472,930 shares; 2024Q4: 452,749 shares; 2025Q1: 489,844 shares; 2025Q2: 493,490 shares; 2025Q3: 695,006 shares; 2025Q4: 669,220 shares; 2026Q1: 705,976 shares 705,976 $110M 0.12% +36,756 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 269,368 shares; 2024Q4: 262,282 shares; 2025Q1: 270,360 shares; 2025Q2: 285,227 shares; 2025Q3: 353,861 shares; 2025Q4: 369,176 shares; 2026Q1: 383,987 shares 383,987 $109M 0.12% +14,811 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,891,438 shares 3,891,438 $108M 0.12% +108,569 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 681,391 shares; 2024Q4: 691,890 shares; 2025Q1: 695,720 shares; 2025Q2: 699,649 shares; 2025Q3: 792,925 shares; 2025Q4: 799,885 shares; 2026Q1: 742,602 shares 742,602 $108M 0.12% -57,283 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,544,184 shares 3,544,184 $108M 0.11% -70,132 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 371,162 shares; 2024Q4: 388,524 shares; 2025Q1: 456,595 shares; 2025Q2: 485,617 shares; 2025Q3: 666,365 shares; 2025Q4: 650,218 shares; 2026Q1: 658,872 shares 658,872 $107M 0.11% +8,654 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 307,150 shares; 2024Q4: 377,910 shares; 2025Q1: 545,228 shares; 2025Q2: 645,780 shares; 2025Q3: 762,330 shares; 2025Q4: 800,799 shares; 2026Q1: 897,314 shares 897,314 $106M 0.11% +96,515 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; 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; 2026Q1: 514,433 shares 514,433 $105M 0.11% +6,963 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,587,260 shares 1,587,260 $105M 0.11% +1,900 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,693 shares; 2024Q4: 78,193 shares; 2025Q1: 84,520 shares; 2025Q2: 91,596 shares; 2025Q3: 119,946 shares; 2025Q4: 126,696 shares; 2026Q1: 123,607 shares 123,607 $105M 0.11% -3,089 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315,893 shares; 2024Q4: 299,717 shares; 2025Q1: 307,905 shares; 2025Q2: 301,549 shares; 2025Q3: 359,638 shares; 2025Q4: 390,130 shares; 2026Q1: 379,333 shares 379,333 $103M 0.11% -10,797 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,932,344 shares 3,932,344 $103M 0.11% +591,197 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,259,941 shares 2,259,941 $103M 0.11% +108,548 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 404,073 shares; 2024Q4: 454,998 shares; 2025Q1: 508,933 shares; 2025Q2: 455,516 shares; 2025Q3: 829,618 shares; 2025Q4: 944,019 shares; 2026Q1: 1,113,996 shares 1,113,996 $103M 0.11% +169,977 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; 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; 2026Q1: 3,889,021 shares 3,889,021 $102M 0.11% -2,891,454 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 603,058 shares; 2024Q4: 626,387 shares; 2025Q1: 685,613 shares; 2025Q2: 707,952 shares; 2025Q3: 841,207 shares; 2025Q4: 949,398 shares; 2026Q1: 1,090,787 shares 1,090,787 $101M 0.11% +141,389 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,584,346 shares 1,584,346 $101M 0.11% +656,912 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,219 shares; 2024Q4: 181,934 shares; 2025Q1: 248,256 shares; 2025Q2: 298,238 shares; 2025Q3: 472,035 shares; 2025Q4: 536,020 shares; 2026Q1: 1,196,206 shares 1,196,206 $101M 0.11% +660,186 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,694,297 shares 1,694,297 $101M 0.11% +127,013 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,066,180 shares 2,066,180 $101M 0.11% +54,378 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; 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; 2026Q1: 3,285,183 shares 3,285,183 $100M 0.11% +459,321 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,042,225 shares 4,042,225 $100M 0.11% +460,868 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 369,413 shares; 2024Q4: 372,003 shares; 2025Q1: 382,782 shares; 2025Q2: 415,652 shares; 2025Q3: 625,090 shares; 2025Q4: 615,595 shares; 2026Q1: 638,079 shares 638,079 $99M 0.11% +22,484 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,096,483 shares 2,096,483 $98.7M 0.11% +210,368 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; 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; 2026Q1: 1,864,900 shares 1,864,900 $98.4M 0.1% +190,680 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,480,767 shares; 2025Q4: 3,641,704 shares; 2026Q1: 4,017,811 shares 4,017,811 $97.7M 0.1% +376,107 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,282,396 shares 1,282,396 $97.1M 0.1% +42,194 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240,313 shares; 2024Q4: 232,821 shares; 2025Q1: 253,043 shares; 2025Q2: 266,168 shares; 2025Q3: 302,368 shares; 2025Q4: 291,958 shares; 2026Q1: 283,850 shares 283,850 $97M 0.1% -8,108 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,199,784 shares 1,199,784 $96.7M 0.1% -41,697 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,275,498 shares 1,275,498 $95.8M 0.1% +891 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,203,185 shares 1,203,185 $95.4M 0.1% -51,958 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227,511 shares; 2024Q4: 226,578 shares; 2025Q1: 247,382 shares; 2025Q2: 263,248 shares; 2025Q3: 344,520 shares; 2025Q4: 340,527 shares; 2026Q1: 349,690 shares 349,690 $94.6M 0.1% +9,163 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,577,404 shares 1,577,404 $94.3M 0.1% -211,446 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,179,213 shares 1,179,213 $93.8M 0.1% +80,901 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,983,916 shares 1,983,916 $93.3M 0.1% -36,710 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,495 shares; 2024Q4: 290,877 shares; 2025Q1: 168,212 shares; 2025Q2: 181,144 shares; 2025Q3: 417,107 shares; 2025Q4: 358,026 shares; 2026Q1: 373,839 shares 373,839 $93M 0.1% +15,813 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,723 shares; 2024Q4: 65,295 shares; 2025Q1: 82,293 shares; 2025Q2: 88,243 shares; 2025Q3: 139,925 shares; 2025Q4: 218,093 shares; 2026Q1: 568,057 shares 568,057 $92.9M 0.1% +349,964 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,231,815 shares 1,231,815 $92.6M 0.1% -5,581 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 727,730 shares; 2024Q4: 692,586 shares; 2025Q1: 703,233 shares; 2025Q2: 679,018 shares; 2025Q3: 551,082 shares; 2025Q4: 566,967 shares; 2026Q1: 509,382 shares 509,382 $92.4M 0.1% -57,585 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,806,909 shares 2,806,909 $91.8M 0.1% new Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,945,853 shares 1,945,853 $91.3M 0.1% -21,674 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 430,843 shares; 2024Q4: 444,270 shares; 2025Q1: 491,396 shares; 2025Q2: 512,629 shares; 2025Q3: 638,778 shares; 2025Q4: 660,862 shares; 2026Q1: 689,224 shares 689,224 $90.2M 0.1% +28,362 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,213,627 shares 3,213,627 $90.2M 0.1% +65,634 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 543,530 shares; 2024Q4: 724,013 shares; 2025Q1: 643,025 shares; 2025Q2: 723,415 shares; 2025Q3: 858,767 shares; 2025Q4: 951,130 shares; 2026Q1: 1,006,997 shares 1,006,997 $90M 0.1% +55,867 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,310,300 shares 1,310,300 $89.3M 0.09% -465,126 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,290,075 shares 2,290,075 $89.2M 0.09% +195,163 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,131,350 shares 1,131,350 $88.7M 0.09% +54,817 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 398,631 shares; 2024Q4: 417,179 shares; 2025Q1: 419,840 shares; 2025Q2: 419,450 shares; 2025Q3: 667,880 shares; 2025Q4: 717,414 shares; 2026Q1: 690,014 shares 690,014 $88.4M 0.09% -27,400 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 451,913 shares; 2024Q4: 331,889 shares; 2025Q1: 350,222 shares; 2025Q2: 359,978 shares; 2025Q3: 508,953 shares; 2025Q4: 541,012 shares; 2026Q1: 650,163 shares 650,163 $88.2M 0.09% +109,151 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,189,688 shares; 2024Q4: 1,270,636 shares; 2025Q1: 1,165,864 shares; 2025Q2: 666,978 shares; 2025Q3: 618,007 shares; 2025Q4: 610,791 shares; 2026Q1: 2,024,575 shares 2,024,575 $87.3M 0.09% +1,413,784 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,341 shares; 2024Q4: 144,036 shares; 2025Q1: 148,126 shares; 2025Q2: 154,538 shares; 2025Q3: 233,812 shares; 2025Q4: 239,342 shares; 2026Q1: 243,977 shares 243,977 $87.3M 0.09% +4,635 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,753,742 shares 1,753,742 $86.6M 0.09% +245,077 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,849 shares; 2024Q4: 177,416 shares; 2025Q1: 201,659 shares; 2025Q2: 208,112 shares; 2025Q3: 314,172 shares; 2025Q4: 336,700 shares; 2026Q1: 376,980 shares 376,980 $86.6M 0.09% +40,280 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,708,823 shares 1,708,823 $86M 0.09% -485,956 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,232 shares; 2024Q4: 158,584 shares; 2025Q1: 164,379 shares; 2025Q2: 169,282 shares; 2025Q3: 190,893 shares; 2025Q4: 217,291 shares; 2026Q1: 218,699 shares 218,699 $85.4M 0.09% +1,408 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 982,608 shares 982,608 $85.2M 0.09% +55,611 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,338 shares; 2024Q4: 225,302 shares; 2025Q1: 241,611 shares; 2025Q2: 249,049 shares; 2025Q3: 435,512 shares; 2025Q4: 596,297 shares; 2026Q1: 767,824 shares 767,824 $85.1M 0.09% +171,527 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 289,471 shares; 2024Q4: 301,019 shares; 2025Q1: 344,599 shares; 2025Q2: 364,214 shares; 2025Q3: 494,057 shares; 2025Q4: 515,418 shares; 2026Q1: 529,600 shares 529,600 $84.6M 0.09% +14,182 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,063 shares; 2024Q4: 115,002 shares; 2025Q1: 117,628 shares; 2025Q2: 117,347 shares; 2025Q3: 142,205 shares; 2025Q4: 145,364 shares; 2026Q1: 149,219 shares 149,219 $84.1M 0.09% +3,855 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 244,515 shares; 2024Q4: 227,226 shares; 2025Q1: 250,167 shares; 2025Q2: 253,938 shares; 2025Q3: 601,819 shares; 2025Q4: 633,619 shares; 2026Q1: 381,674 shares 381,674 $83.5M 0.09% -251,945 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,504 shares; 2024Q4: 212,856 shares; 2025Q1: 275,488 shares; 2025Q2: 380,711 shares; 2025Q3: 614,276 shares; 2025Q4: 658,681 shares; 2026Q1: 755,647 shares 755,647 $83.5M 0.09% +96,966 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,556,254 shares 3,556,254 $82.9M 0.09% +1,441,014 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; 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; 2026Q1: 916,445 shares 916,445 $82.8M 0.09% -3,496 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 397,716 shares; 2024Q4: 430,045 shares; 2025Q1: 504,393 shares; 2025Q2: 680,902 shares; 2025Q3: 729,517 shares; 2025Q4: 703,974 shares; 2026Q1: 745,012 shares 745,012 $82.6M 0.09% +41,038 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,838,316 shares 1,838,316 $82.5M 0.09% -84,764 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,851 shares; 2024Q4: 32,574 shares; 2025Q1: 38,381 shares; 2025Q2: 42,468 shares; 2025Q3: 58,226 shares; 2025Q4: 59,849 shares; 2026Q1: 62,131 shares 62,131 $82.1M 0.09% +2,282 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 385,626 shares; 2024Q4: 386,247 shares; 2025Q1: 385,468 shares; 2025Q2: 388,313 shares; 2025Q3: 504,655 shares; 2025Q4: 510,024 shares; 2026Q1: 539,922 shares 539,922 $81.7M 0.09% +29,898 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 638,996 shares; 2024Q4: 656,815 shares; 2025Q1: 703,905 shares; 2025Q2: 737,467 shares; 2025Q3: 956,843 shares; 2025Q4: 994,652 shares; 2026Q1: 1,021,817 shares 1,021,817 $81.3M 0.09% +27,165 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 328,244 shares; 2025Q1: 353,592 shares; 2025Q2: 371,749 shares; 2025Q3: 414,856 shares; 2025Q4: 399,053 shares; 2026Q1: 377,593 shares 377,593 $80.7M 0.09% -21,460 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,962,029 shares 1,962,029 $80.6M 0.09% new Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,643,572 shares 1,643,572 $80.4M 0.09% +58,995 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; 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; 2026Q1: 1,454,613 shares 1,454,613 $79.9M 0.09% +142,619 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; 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; 2026Q1: 2,356,485 shares 2,356,485 $79.7M 0.08% +444,030 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,351,377 shares 2,351,377 $79.6M 0.08% -36,146 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 519,659 shares; 2024Q4: 515,793 shares; 2025Q1: 535,930 shares; 2025Q2: 547,648 shares; 2025Q3: 612,070 shares; 2025Q4: 631,969 shares; 2026Q1: 615,378 shares 615,378 $79.2M 0.08% -16,591 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; 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; 2026Q1: 651,747 shares 651,747 $78.2M 0.08% -43,178 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,446,479 shares 1,446,479 $78.2M 0.08% -29,942 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; 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; 2026Q1: 678,768 shares 678,768 $78.2M 0.08% +22,443 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 237,305 shares; 2024Q4: 239,324 shares; 2025Q1: 265,756 shares; 2025Q2: 290,447 shares; 2025Q3: 394,910 shares; 2025Q4: 418,098 shares; 2026Q1: 424,294 shares 424,294 $78.2M 0.08% +6,196 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,276,937 shares 1,276,937 $78.1M 0.08% -2,996 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; 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; 2026Q1: 1,075,233 shares 1,075,233 $77.2M 0.08% +523,563 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,596,722 shares 2,596,722 $77.2M 0.08% -975,341 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 520,472 shares; 2024Q4: 537,664 shares; 2025Q1: 575,956 shares; 2025Q2: 606,446 shares; 2025Q3: 713,935 shares; 2025Q4: 765,126 shares; 2026Q1: 798,489 shares 798,489 $77.1M 0.08% +33,363 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,452,586 shares 1,452,586 $76.2M 0.08% -483 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,636 shares; 2025Q1: 214,054 shares; 2025Q2: 1,291,547 shares; 2025Q3: 1,865,744 shares; 2025Q4: 2,118,041 shares; 2026Q1: 2,400,095 shares 2,400,095 $75.8M 0.08% +282,054 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; 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; 2026Q1: 1,962,108 shares 1,962,108 $74.6M 0.08% +625,917 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240,252 shares; 2024Q4: 256,568 shares; 2025Q1: 284,479 shares; 2025Q2: 331,524 shares; 2025Q3: 851,984 shares; 2025Q4: 916,927 shares; 2026Q1: 943,563 shares 943,563 $74.3M 0.08% +26,636 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,802 shares; 2024Q4: 216,767 shares; 2025Q1: 244,969 shares; 2025Q2: 263,470 shares; 2025Q3: 290,706 shares; 2025Q4: 282,086 shares; 2026Q1: 295,756 shares 295,756 $74.1M 0.08% +13,670 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,043,214 shares 2,043,214 $73.5M 0.08% +398,833 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,564,363 shares 1,564,363 $73M 0.08% +85,079 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; 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; 2026Q1: 1,084,810 shares 1,084,810 $72.8M 0.08% -5,194 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 451,033 shares; 2024Q4: 456,457 shares; 2025Q1: 466,843 shares; 2025Q2: 478,921 shares; 2025Q3: 824,331 shares; 2025Q4: 743,600 shares; 2026Q1: 710,815 shares 710,815 $72.7M 0.08% -32,785 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,869,418 shares 1,869,418 $72.6M 0.08% +8,305 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 276,513 shares; 2024Q4: 280,790 shares; 2025Q1: 274,927 shares; 2025Q2: 259,602 shares; 2025Q3: 247,829 shares; 2025Q4: 242,397 shares; 2026Q1: 230,267 shares 230,267 $72.3M 0.08% -12,130 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,413,521 shares 1,413,521 $71.9M 0.08% +141,623 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,367,019 shares 1,367,019 $71.9M 0.08% +74,637 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 272,335 shares; 2024Q4: 309,702 shares; 2025Q1: 379,159 shares; 2025Q2: 426,266 shares; 2025Q3: 878,241 shares; 2025Q4: 1,133,158 shares; 2026Q1: 1,431,942 shares 1,431,942 $71.8M 0.08% +298,784 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206,669 shares; 2024Q4: 202,939 shares; 2025Q1: 206,978 shares; 2025Q2: 207,497 shares; 2025Q3: 259,452 shares; 2025Q4: 299,979 shares; 2026Q1: 312,292 shares 312,292 $70.6M 0.08% +12,313 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,949 shares; 2025Q1: 50,203 shares; 2025Q2: 52,438 shares; 2025Q3: 67,538 shares; 2025Q4: 68,977 shares; 2026Q1: 72,806 shares 72,806 $70M 0.07% +3,829 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230,984 shares; 2024Q4: 239,946 shares; 2025Q1: 249,488 shares; 2025Q2: 243,453 shares; 2025Q3: 285,729 shares; 2025Q4: 288,945 shares; 2026Q1: 293,946 shares 293,946 $69.5M 0.07% +5,001 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,068,970 shares 2,068,970 $69.4M 0.07% +223,569 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; 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; 2026Q1: 1,008,831 shares 1,008,831 $69.4M 0.07% +2,123 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,730 shares; 2024Q4: 318,921 shares; 2025Q1: 345,205 shares; 2025Q2: 391,506 shares; 2025Q3: 493,990 shares; 2025Q4: 416,008 shares; 2026Q1: 431,878 shares 431,878 $69.2M 0.07% +15,870 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,377,756 shares 1,377,756 $69.1M 0.07% +265,615 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; 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; 2026Q1: 291,972 shares 291,972 $69M 0.07% -2,871 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 303,107 shares; 2024Q4: 315,193 shares; 2025Q1: 350,961 shares; 2025Q2: 363,366 shares; 2025Q3: 369,063 shares; 2025Q4: 389,999 shares; 2026Q1: 369,205 shares 369,205 $68.9M 0.07% -20,794 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 364,414 shares; 2024Q4: 377,644 shares; 2025Q1: 430,965 shares; 2025Q2: 462,783 shares; 2025Q3: 507,183 shares; 2025Q4: 535,421 shares; 2026Q1: 605,729 shares 605,729 $68.7M 0.07% +70,308 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,482,311 shares 1,482,311 $68.5M 0.07% +195,348 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 363,551 shares; 2024Q4: 392,939 shares; 2025Q1: 300,372 shares; 2025Q2: 554,094 shares; 2025Q3: 941,736 shares; 2025Q4: 961,697 shares; 2026Q1: 1,197,959 shares 1,197,959 $68M 0.07% +236,262 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,161,657 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; 2026Q1: 1,402,122 shares 1,402,122 $67.8M 0.07% +63,809 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 590,816 shares; 2024Q4: 584,949 shares; 2025Q1: 721,477 shares; 2025Q2: 761,156 shares; 2025Q3: 924,288 shares; 2025Q4: 913,411 shares; 2026Q1: 934,094 shares 934,094 $67.2M 0.07% +20,683 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,641 shares; 2024Q4: 50,612 shares; 2025Q1: 61,373 shares; 2025Q2: 64,278 shares; 2025Q3: 72,380 shares; 2025Q4: 74,368 shares; 2026Q1: 74,801 shares 74,801 $67M 0.07% +433 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,887 shares; 2024Q4: 144,665 shares; 2025Q1: 160,883 shares; 2025Q2: 173,577 shares; 2025Q3: 198,702 shares; 2025Q4: 210,942 shares; 2026Q1: 221,092 shares 221,092 $66.9M 0.07% +10,150 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 320,714 shares; 2024Q4: 327,974 shares; 2025Q1: 340,038 shares; 2025Q2: 351,590 shares; 2025Q3: 463,610 shares; 2025Q4: 472,416 shares; 2026Q1: 506,470 shares 506,470 $66.9M 0.07% +34,054 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 725,375 shares 725,375 $66.6M 0.07% -73,301 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; 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; 2026Q1: 2,294,500 shares 2,294,500 $66.5M 0.07% +242,643 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,448,908 shares; 2025Q4: 2,678,177 shares; 2026Q1: 2,695,311 shares 2,695,311 $66.4M 0.07% +17,134 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; 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; 2026Q1: 1,980,952 shares 1,980,952 $66.4M 0.07% +33,577 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 870,093 shares 870,093 $66.1M 0.07% +59,526 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 623,801 shares; 2024Q4: 600,492 shares; 2025Q1: 700,179 shares; 2025Q2: 715,002 shares; 2025Q3: 824,757 shares; 2025Q4: 890,060 shares; 2026Q1: 940,191 shares 940,191 $66.1M 0.07% +50,131 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 910,028 shares; 2024Q4: 732,630 shares; 2025Q1: 747,666 shares; 2025Q2: 752,352 shares; 2025Q3: 897,981 shares; 2025Q4: 985,469 shares; 2026Q1: 1,297,545 shares 1,297,545 $65.9M 0.07% +312,076 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 292,992 shares; 2024Q4: 301,092 shares; 2025Q1: 305,921 shares; 2025Q2: 270,634 shares; 2025Q3: 319,289 shares; 2025Q4: 599,180 shares; 2026Q1: 593,670 shares 593,670 $64.7M 0.07% -5,510 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; 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; 2026Q1: 578,875 shares 578,875 $64.4M 0.07% +77,555 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,487,155 shares 2,487,155 $64.1M 0.07% +157,326 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236,831 shares; 2024Q4: 249,458 shares; 2025Q1: 208,085 shares; 2025Q2: 202,385 shares; 2025Q3: 268,388 shares; 2025Q4: 307,580 shares; 2026Q1: 321,481 shares 321,481 $64M 0.07% +13,901 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 292,125 shares; 2024Q4: 219,119 shares; 2025Q1: 228,941 shares; 2025Q2: 493,467 shares; 2025Q3: 616,056 shares; 2025Q4: 728,607 shares; 2026Q1: 1,032,474 shares 1,032,474 $63.3M 0.07% +303,867 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,094 shares; 2025Q1: 31,774 shares; 2025Q2: 120,827 shares; 2025Q3: 1,903,370 shares; 2025Q4: 2,129,067 shares; 2026Q1: 2,499,808 shares 2,499,808 $63.3M 0.07% +370,741 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 381,423 shares; 2024Q4: 373,755 shares; 2025Q1: 384,814 shares; 2025Q2: 408,841 shares; 2025Q3: 584,862 shares; 2025Q4: 609,280 shares; 2026Q1: 613,310 shares 613,310 $63M 0.07% +4,030 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 289,553 shares; 2024Q4: 293,256 shares; 2025Q1: 326,445 shares; 2025Q2: 335,123 shares; 2025Q3: 402,401 shares; 2025Q4: 432,237 shares; 2026Q1: 431,101 shares 431,101 $62.8M 0.07% -1,136 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,809 shares; 2024Q4: 30,686 shares; 2025Q1: 83,361 shares; 2025Q2: 105,124 shares; 2025Q3: 325,728 shares; 2025Q4: 400,689 shares; 2026Q1: 470,983 shares 470,983 $62.7M 0.07% +70,294 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,448,107 shares 2,448,107 $62.5M 0.07% +326,378 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,787 shares; 2024Q4: 24,648 shares; 2025Q1: 30,794 shares; 2025Q2: 34,140 shares; 2025Q3: 44,130 shares; 2025Q4: 44,538 shares; 2026Q1: 42,405 shares 42,405 $62.4M 0.07% -2,133 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218,340 shares; 2024Q4: 267,941 shares; 2025Q1: 359,063 shares; 2025Q2: 360,284 shares; 2025Q3: 437,427 shares; 2025Q4: 502,777 shares; 2026Q1: 530,183 shares 530,183 $62.1M 0.07% +27,406 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 705,969 shares; 2024Q4: 702,491 shares; 2025Q1: 755,976 shares; 2025Q2: 725,115 shares; 2025Q3: 868,428 shares; 2025Q4: 762,509 shares; 2026Q1: 562,738 shares 562,738 $62.1M 0.07% -199,771 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,453,433 shares 1,453,433 $61.9M 0.07% +123,860 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 550,718 shares; 2024Q4: 626,556 shares; 2025Q1: 443,358 shares; 2025Q2: 447,619 shares; 2025Q3: 527,572 shares; 2025Q4: 705,162 shares; 2026Q1: 1,076,201 shares 1,076,201 $61.6M 0.07% +371,039 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,726,789 shares 1,726,789 $61.2M 0.07% +91,695 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172,292 shares; 2024Q4: 191,487 shares; 2025Q1: 207,224 shares; 2025Q2: 221,331 shares; 2025Q3: 341,206 shares; 2025Q4: 352,663 shares; 2026Q1: 381,181 shares 381,181 $61.1M 0.06% +28,518 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; 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; 2026Q1: 1,504,273 shares 1,504,273 $61M 0.06% +141,665 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 501,083 shares; 2024Q4: 524,561 shares; 2025Q1: 493,615 shares; 2025Q2: 495,081 shares; 2025Q3: 763,834 shares; 2025Q4: 646,263 shares; 2026Q1: 573,165 shares 573,165 $60.8M 0.06% -73,098 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,629 shares; 2024Q4: 52,905 shares; 2025Q1: 61,197 shares; 2025Q2: 68,336 shares; 2025Q3: 104,097 shares; 2025Q4: 108,871 shares; 2026Q1: 122,304 shares 122,304 $60.6M 0.06% +13,433 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 338,830 shares; 2024Q4: 351,606 shares; 2025Q1: 442,826 shares; 2025Q2: 449,507 shares; 2025Q3: 640,297 shares; 2025Q4: 649,046 shares; 2026Q1: 696,767 shares 696,767 $60.4M 0.06% +47,721 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; 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; 2026Q1: 1,283,225 shares 1,283,225 $60.3M 0.06% +92,074 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 232,078 shares; 2024Q4: 247,467 shares; 2025Q1: 264,235 shares; 2025Q2: 240,927 shares; 2025Q3: 262,078 shares; 2025Q4: 265,345 shares; 2026Q1: 268,001 shares 268,001 $60.2M 0.06% +2,656 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; 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; 2026Q1: 1,523,559 shares 1,523,559 $60.2M 0.06% +56,815 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 287,259 shares; 2024Q4: 267,934 shares; 2025Q1: 287,085 shares; 2025Q2: 320,647 shares; 2025Q3: 566,581 shares; 2025Q4: 595,934 shares; 2026Q1: 637,186 shares 637,186 $60M 0.06% +41,252 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,409,864 shares 1,409,864 $59.9M 0.06% +62,922 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,873 shares; 2024Q4: 154,119 shares; 2025Q1: 174,594 shares; 2025Q2: 148,931 shares; 2025Q3: 168,624 shares; 2025Q4: 169,154 shares; 2026Q1: 181,101 shares 181,101 $59.5M 0.06% +11,947 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,125,690 shares 2,125,690 $59.5M 0.06% +227,685 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 335,986 shares; 2024Q4: 392,674 shares; 2025Q1: 468,566 shares; 2025Q2: 703,614 shares; 2025Q3: 858,787 shares; 2025Q4: 1,076,858 shares; 2026Q1: 1,118,184 shares 1,118,184 $59.5M 0.06% +41,326 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,618 shares; 2024Q4: 57,417 shares; 2025Q1: 62,363 shares; 2025Q2: 64,196 shares; 2025Q3: 79,902 shares; 2025Q4: 82,249 shares; 2026Q1: 87,133 shares 87,133 $59.4M 0.06% +4,884 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,264,087 shares 1,264,087 $59.3M 0.06% +25,209 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,074 shares; 2024Q4: 33,668 shares; 2025Q1: 37,515 shares; 2025Q2: 37,812 shares; 2025Q3: 51,076 shares; 2025Q4: 59,410 shares; 2026Q1: 68,415 shares 68,415 $59.2M 0.06% +9,005 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,063,334 shares 2,063,334 $59.1M 0.06% +138,588 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; 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; 2026Q1: 1,007,296 shares 1,007,296 $59M 0.06% +74,124 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 491,470 shares; 2024Q4: 483,211 shares; 2025Q1: 510,787 shares; 2025Q2: 488,152 shares; 2025Q3: 638,394 shares; 2025Q4: 604,073 shares; 2026Q1: 606,436 shares 606,436 $58.4M 0.06% +2,363 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242,399 shares; 2024Q4: 240,392 shares; 2025Q1: 279,660 shares; 2025Q2: 251,955 shares; 2025Q3: 327,419 shares; 2025Q4: 305,467 shares; 2026Q1: 352,527 shares 352,527 $58.4M 0.06% +47,060 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 387,174 shares; 2024Q4: 379,230 shares; 2025Q1: 399,124 shares; 2025Q2: 428,463 shares; 2025Q3: 530,596 shares; 2025Q4: 536,171 shares; 2026Q1: 620,584 shares 620,584 $58.3M 0.06% +84,413 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,934,001 shares 1,934,001 $58.2M 0.06% +137,851 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; 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; 2026Q1: 1,801,393 shares 1,801,393 $57.7M 0.06% +113,102 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; 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; 2026Q1: 2,750,968 shares 2,750,968 $57.7M 0.06% +643,247 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,947 shares; 2024Q4: 150,561 shares; 2025Q1: 135,767 shares; 2025Q2: 150,800 shares; 2025Q3: 181,943 shares; 2025Q4: 189,729 shares; 2026Q1: 156,790 shares 156,790 $57.6M 0.06% -32,939 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 726,107 shares; 2024Q4: 747,095 shares; 2025Q1: 799,153 shares; 2025Q2: 824,852 shares; 2025Q3: 930,518 shares; 2025Q4: 977,141 shares; 2026Q1: 1,122,773 shares 1,122,773 $57.5M 0.06% +145,632 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,151,605 shares 1,151,605 $57.5M 0.06% +114,033 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,626,485 shares 1,626,485 $57.4M 0.06% +212,383 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 464,331 shares; 2024Q4: 480,847 shares; 2025Q1: 537,631 shares; 2025Q2: 614,539 shares; 2025Q3: 825,878 shares; 2025Q4: 895,765 shares; 2026Q1: 910,185 shares 910,185 $57.1M 0.06% +14,420 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,306 shares; 2024Q4: 82,257 shares; 2025Q1: 81,968 shares; 2025Q2: 89,313 shares; 2025Q3: 161,665 shares; 2025Q4: 163,539 shares; 2026Q1: 174,763 shares 174,763 $57M 0.06% +11,224 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,779 shares; 2024Q4: 164,420 shares; 2025Q1: 64,531 shares; 2025Q2: 110,908 shares; 2025Q3: 494,497 shares; 2025Q4: 528,445 shares; 2026Q1: 596,099 shares 596,099 $56.9M 0.06% +67,654 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,415 shares; 2024Q4: 197,609 shares; 2025Q1: 233,342 shares; 2025Q2: 316,568 shares; 2025Q3: 522,154 shares; 2025Q4: 665,082 shares; 2026Q1: 753,749 shares 753,749 $56.9M 0.06% +88,667 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 309,402 shares; 2025Q1: 345,551 shares; 2025Q2: 345,824 shares; 2025Q3: 411,155 shares; 2025Q4: 422,874 shares; 2026Q1: 463,270 shares 463,270 $56.9M 0.06% +40,396 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; 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; 2026Q1: 1,255,040 shares 1,255,040 $56.6M 0.06% +68,009 Timeline BRIE MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,088,791 shares 2,088,791 $56.5M 0.06% new Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,130,875 shares 1,130,875 $56.5M 0.06% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 233,366 shares; 2024Q4: 229,944 shares; 2025Q1: 243,333 shares; 2025Q2: 265,299 shares; 2025Q3: 390,180 shares; 2025Q4: 407,586 shares; 2026Q1: 404,797 shares 404,797 $56.4M 0.06% -2,789 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,373,623 shares 1,373,623 $56.1M 0.06% +79,673 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; 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; 2026Q1: 768,733 shares 768,733 $55.9M 0.06% -45,758 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; 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; 2026Q1: 624,015 shares 624,015 $55.9M 0.06% -42,700 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197,746 shares; 2024Q4: 193,864 shares; 2025Q1: 197,094 shares; 2025Q2: 200,036 shares; 2025Q3: 270,668 shares; 2025Q4: 271,699 shares; 2026Q1: 287,854 shares 287,854 $55.9M 0.06% +16,155 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,432,489 shares 1,432,489 $55.8M 0.06% +115,257 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,762 shares; 2024Q4: 67,202 shares; 2025Q1: 77,302 shares; 2025Q2: 74,498 shares; 2025Q3: 107,764 shares; 2025Q4: 117,392 shares; 2026Q1: 120,628 shares 120,628 $55.6M 0.06% +3,236 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; 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; 2026Q1: 3,883,014 shares 3,883,014 $55.4M 0.06% -408,130 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,086,284 shares 1,086,284 $55.3M 0.06% +13,784 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,068 shares; 2024Q4: 88,452 shares; 2025Q1: 94,570 shares; 2025Q2: 96,098 shares; 2025Q3: 161,283 shares; 2025Q4: 153,986 shares; 2026Q1: 149,242 shares 149,242 $55.3M 0.06% -4,744 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,062 shares; 2024Q4: 62,875 shares; 2025Q1: 62,623 shares; 2025Q2: 69,133 shares; 2025Q3: 91,232 shares; 2025Q4: 86,834 shares; 2026Q1: 89,367 shares 89,367 $55.1M 0.06% +2,533 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 723,135 shares; 2024Q4: 741,949 shares; 2025Q1: 745,643 shares; 2025Q2: 802,876 shares; 2025Q3: 878,648 shares; 2025Q4: 906,209 shares; 2026Q1: 1,092,047 shares 1,092,047 $54.5M 0.06% +185,838 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 762,313 shares; 2024Q4: 747,090 shares; 2025Q1: 784,095 shares; 2025Q2: 1,091,597 shares; 2025Q3: 773,741 shares; 2025Q4: 726,739 shares; 2026Q1: 663,139 shares 663,139 $54.4M 0.06% -63,600 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 268,060 shares; 2024Q4: 265,420 shares; 2025Q1: 265,700 shares; 2025Q2: 270,715 shares; 2025Q3: 252,352 shares; 2025Q4: 250,665 shares; 2026Q1: 262,048 shares 262,048 $53.9M 0.06% +11,383 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 262,605 shares; 2024Q4: 278,681 shares; 2025Q1: 349,372 shares; 2025Q2: 379,467 shares; 2025Q3: 504,549 shares; 2025Q4: 510,466 shares; 2026Q1: 546,677 shares 546,677 $53.8M 0.06% +36,211 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,256 shares; 2024Q4: 172,434 shares; 2025Q1: 182,010 shares; 2025Q2: 184,662 shares; 2025Q3: 211,718 shares; 2025Q4: 215,191 shares; 2026Q1: 221,381 shares 221,381 $53.7M 0.06% +6,190 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,508,192 shares 1,508,192 $53.7M 0.06% +123,670 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,212,160 shares; 2026Q1: 3,211,031 shares 3,211,031 $53.3M 0.06% -1,129 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,592,364 shares 1,592,364 $53.3M 0.06% +63,395 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,767 shares; 2024Q4: 189,870 shares; 2025Q1: 222,858 shares; 2025Q2: 165,395 shares; 2025Q3: 222,852 shares; 2025Q4: 224,545 shares; 2026Q1: 206,140 shares 206,140 $53.1M 0.06% -18,405 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,193 shares; 2024Q4: 58,115 shares; 2025Q1: 65,818 shares; 2025Q2: 66,807 shares; 2025Q3: 96,503 shares; 2025Q4: 102,196 shares; 2026Q1: 107,789 shares 107,789 $53M 0.06% +5,593 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,964,486 shares 2,964,486 $52.6M 0.06% +383,261 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,035,153 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; 2026Q1: 1,035,906 shares 1,035,906 $52.4M 0.06% -46,680 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; 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; 2026Q1: 1,071,859 shares 1,071,859 $52.2M 0.06% +5,939 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; 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; 2026Q1: 300,782 shares 300,782 $52M 0.06% +38,015 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,612 shares; 2024Q4: 104,173 shares; 2025Q1: 111,710 shares; 2025Q2: 108,799 shares; 2025Q3: 135,226 shares; 2025Q4: 140,122 shares; 2026Q1: 150,760 shares 150,760 $51.7M 0.06% +10,638 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,829 shares; 2025Q3: 13,382 shares; 2025Q4: 876,857 shares; 2026Q1: 1,948,993 shares 1,948,993 $51.1M 0.05% +1,072,136 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188,717 shares; 2024Q4: 185,677 shares; 2025Q1: 221,717 shares; 2025Q2: 239,858 shares; 2025Q3: 321,143 shares; 2025Q4: 367,058 shares; 2026Q1: 383,870 shares 383,870 $50.7M 0.05% +16,812 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,490,187 shares 1,490,187 $50.7M 0.05% +46,709 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 994,730 shares; 2024Q4: 962,699 shares; 2025Q1: 601,314 shares; 2025Q2: 721,292 shares; 2025Q3: 525,451 shares; 2025Q4: 577,624 shares; 2026Q1: 613,460 shares 613,460 $50.7M 0.05% +35,836 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 441,359 shares; 2024Q4: 411,837 shares; 2025Q1: 468,599 shares; 2025Q2: 343,414 shares; 2025Q3: 444,598 shares; 2025Q4: 449,425 shares; 2026Q1: 417,604 shares 417,604 $50.5M 0.05% -31,821 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,055 shares; 2024Q4: 131,123 shares; 2025Q1: 147,338 shares; 2025Q2: 159,123 shares; 2025Q3: 226,438 shares; 2025Q4: 234,105 shares; 2026Q1: 241,892 shares 241,892 $50.3M 0.05% +7,787 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 585,879 shares; 2024Q4: 636,709 shares; 2025Q1: 661,731 shares; 2025Q2: 592,755 shares; 2025Q3: 789,166 shares; 2025Q4: 782,038 shares; 2026Q1: 822,948 shares 822,948 $49.9M 0.05% +40,910 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 482,077 shares; 2024Q4: 497,207 shares; 2025Q1: 514,334 shares; 2025Q2: 511,859 shares; 2025Q3: 607,159 shares; 2025Q4: 531,542 shares; 2026Q1: 556,940 shares 556,940 $49.9M 0.05% +25,398 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,767 shares; 2024Q4: 92,351 shares; 2025Q1: 96,797 shares; 2025Q2: 98,966 shares; 2025Q3: 125,962 shares; 2025Q4: 129,900 shares; 2026Q1: 151,677 shares 151,677 $49.8M 0.05% +21,777 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,445 shares; 2024Q4: 191,625 shares; 2025Q1: 346,623 shares; 2025Q2: 561,678 shares; 2025Q3: 991,001 shares; 2025Q4: 1,034,413 shares; 2026Q1: 1,296,500 shares 1,296,500 $49.8M 0.05% +262,087 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,479 shares; 2024Q4: 73,675 shares; 2025Q1: 102,268 shares; 2025Q2: 131,104 shares; 2025Q3: 205,761 shares; 2025Q4: 453,121 shares; 2026Q1: 525,408 shares 525,408 $49.8M 0.05% +72,287 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,721 shares; 2024Q4: 63,769 shares; 2025Q1: 62,144 shares; 2025Q2: 84,837 shares; 2025Q3: 287,510 shares; 2025Q4: 318,620 shares; 2026Q1: 342,048 shares 342,048 $49.6M 0.05% +23,428 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; 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; 2026Q1: 2,053,468 shares 2,053,468 $49.5M 0.05% +107,132 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 269,246 shares; 2024Q4: 116,795 shares; 2025Q1: 236,350 shares; 2025Q2: 139,406 shares; 2025Q3: 199,428 shares; 2025Q4: 269,355 shares; 2026Q1: 489,329 shares 489,329 $49.2M 0.05% +219,974 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 291,482 shares; 2024Q4: 298,292 shares; 2025Q1: 298,327 shares; 2025Q2: 332,445 shares; 2025Q3: 373,210 shares; 2025Q4: 362,853 shares; 2026Q1: 427,819 shares 427,819 $49.2M 0.05% +64,966 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,706 shares; 2024Q4: 51,214 shares; 2025Q1: 52,934 shares; 2025Q2: 56,086 shares; 2025Q3: 71,463 shares; 2025Q4: 402,899 shares; 2026Q1: 469,873 shares 469,873 $49.1M 0.05% +66,974 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245,825 shares; 2024Q4: 197,789 shares; 2025Q1: 217,101 shares; 2025Q2: 227,536 shares; 2025Q3: 381,982 shares; 2025Q4: 372,620 shares; 2026Q1: 356,284 shares 356,284 $48.4M 0.05% -16,336 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,181 shares; 2024Q4: 104,734 shares; 2025Q1: 111,047 shares; 2025Q2: 115,368 shares; 2025Q3: 171,564 shares; 2025Q4: 161,763 shares; 2026Q1: 165,549 shares 165,549 $48.1M 0.05% +3,786 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221,588 shares; 2024Q4: 226,156 shares; 2025Q1: 229,813 shares; 2025Q2: 235,758 shares; 2025Q3: 256,578 shares; 2025Q4: 272,735 shares; 2026Q1: 250,563 shares 250,563 $47.5M 0.05% -22,172 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 492,745 shares; 2024Q4: 514,228 shares; 2025Q1: 535,492 shares; 2025Q2: 554,785 shares; 2025Q3: 713,398 shares; 2025Q4: 948,018 shares; 2026Q1: 1,057,026 shares 1,057,026 $47.4M 0.05% +109,008 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 456,675 shares; 2024Q4: 490,376 shares; 2025Q1: 498,963 shares; 2025Q2: 427,015 shares; 2025Q3: 644,801 shares; 2025Q4: 649,198 shares; 2026Q1: 648,564 shares 648,564 $47.3M 0.05% -634 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; 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; 2026Q1: 1,031,218 shares 1,031,218 $47.3M 0.05% +35,362 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 305,730 shares; 2024Q4: 279,246 shares; 2025Q1: 344,996 shares; 2025Q2: 319,314 shares; 2025Q3: 413,145 shares; 2025Q4: 404,715 shares; 2026Q1: 427,438 shares 427,438 $47.2M 0.05% +22,723 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700,372 shares; 2024Q4: 591,732 shares; 2025Q1: 613,400 shares; 2025Q2: 705,895 shares; 2025Q3: 946,295 shares; 2025Q4: 1,025,374 shares; 2026Q1: 1,068,716 shares 1,068,716 $47.2M 0.05% +43,342 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; 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; 2026Q1: 11,176 shares 11,176 $47.1M 0.05% +988 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,885 shares; 2024Q4: 126,646 shares; 2025Q1: 138,417 shares; 2025Q2: 141,627 shares; 2025Q3: 229,670 shares; 2025Q4: 237,872 shares; 2026Q1: 258,194 shares 258,194 $47M 0.05% +20,322 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,302 shares; 2024Q4: 176,004 shares; 2025Q1: 158,197 shares; 2025Q2: 196,778 shares; 2025Q3: 553,422 shares; 2025Q4: 574,516 shares; 2026Q1: 1,253,764 shares 1,253,764 $47M 0.05% +679,248 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 371,260 shares; 2024Q4: 371,884 shares; 2025Q1: 390,586 shares; 2025Q2: 589,025 shares; 2025Q3: 669,661 shares; 2025Q4: 446,272 shares; 2026Q1: 453,628 shares 453,628 $46.9M 0.05% +7,356 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 661,366 shares 661,366 $46.9M 0.05% +188,144 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,544,205 shares 1,544,205 $46.8M 0.05% -224,038 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 237,371 shares; 2024Q4: 256,029 shares; 2025Q1: 293,722 shares; 2025Q2: 305,486 shares; 2025Q3: 373,773 shares; 2025Q4: 386,753 shares; 2026Q1: 394,578 shares 394,578 $46.8M 0.05% +7,825 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,469 shares; 2024Q4: 95,015 shares; 2025Q1: 104,486 shares; 2025Q2: 97,847 shares; 2025Q3: 154,079 shares; 2025Q4: 160,957 shares; 2026Q1: 189,177 shares 189,177 $46.7M 0.05% +28,220 Timeline BENJ HORIZON FDS More: the full row for HORIZON FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 717,058 shares; 2025Q4: 843,066 shares; 2026Q1: 893,022 shares 893,022 $46.7M 0.05% +49,956 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,969 shares; 2024Q4: 60,278 shares; 2025Q1: 72,226 shares; 2025Q2: 75,693 shares; 2025Q3: 84,388 shares; 2025Q4: 85,409 shares; 2026Q1: 86,328 shares 86,328 $46.4M 0.05% +919 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,454 shares; 2024Q4: 61,050 shares; 2025Q1: 87,491 shares; 2025Q2: 253,522 shares; 2025Q3: 409,456 shares; 2025Q4: 512,658 shares; 2026Q1: 654,029 shares 654,029 $46.3M 0.05% +141,371 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; 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; 2026Q1: 797,262 shares 797,262 $46.1M 0.05% -104,210 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 340,095 shares; 2024Q4: 444,864 shares; 2025Q1: 425,217 shares; 2025Q2: 429,579 shares; 2025Q3: 484,833 shares; 2025Q4: 491,245 shares; 2026Q1: 489,789 shares 489,789 $45.9M 0.05% -1,456 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 231,139 shares; 2024Q4: 234,467 shares; 2025Q1: 254,287 shares; 2025Q2: 304,235 shares; 2025Q3: 405,726 shares; 2025Q4: 429,747 shares; 2026Q1: 474,052 shares 474,052 $45.8M 0.05% +44,305 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; 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; 2026Q1: 1,042,102 shares 1,042,102 $45.6M 0.05% -49,114 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 219,611 shares; 2024Q4: 263,332 shares; 2025Q1: 249,450 shares; 2025Q2: 310,794 shares; 2025Q3: 527,235 shares; 2025Q4: 600,702 shares; 2026Q1: 640,069 shares 640,069 $45.5M 0.05% +39,367 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,239 shares; 2024Q4: 230,604 shares; 2025Q1: 509,316 shares; 2025Q2: 579,860 shares; 2025Q3: 550,870 shares; 2025Q4: 660,274 shares; 2026Q1: 680,755 shares 680,755 $45.5M 0.05% +20,481 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 326,405 shares; 2025Q2: 324,972 shares; 2025Q3: 476,389 shares; 2025Q4: 465,836 shares; 2026Q1: 488,913 shares 488,913 $45.3M 0.05% +23,077 Timeline CRGY CRESCENT ENERGY COMPANY More: the full row for CRESCENT ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188,110 shares; 2024Q4: 211,544 shares; 2025Q1: 893,503 shares; 2025Q2: 1,372,257 shares; 2025Q3: 1,650,907 shares; 2025Q4: 3,178,511 shares; 2026Q1: 3,341,779 shares 3,341,779 $45.1M 0.05% +163,268 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 650,688 shares; 2024Q4: 665,845 shares; 2025Q1: 676,649 shares; 2025Q2: 679,807 shares; 2025Q3: 910,384 shares; 2025Q4: 926,136 shares; 2026Q1: 948,885 shares 948,885 $45.1M 0.05% +22,749 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350,444 shares; 2024Q4: 350,927 shares; 2025Q1: 373,316 shares; 2025Q2: 375,540 shares; 2025Q3: 387,192 shares; 2025Q4: 402,161 shares; 2026Q1: 412,451 shares 412,451 $45M 0.05% +10,290 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 428,293 shares; 2024Q4: 425,793 shares; 2025Q1: 423,163 shares; 2025Q2: 445,451 shares; 2025Q3: 552,915 shares; 2025Q4: 611,471 shares; 2026Q1: 660,022 shares 660,022 $45M 0.05% +48,551 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; 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; 2026Q1: 448,414 shares 448,414 $44.8M 0.05% +49,846 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 281,832 shares; 2025Q3: 934,721 shares; 2025Q4: 1,169,463 shares; 2026Q1: 1,520,291 shares 1,520,291 $44.6M 0.05% +350,828 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 249,296 shares; 2024Q4: 258,786 shares; 2025Q1: 254,395 shares; 2025Q2: 242,505 shares; 2025Q3: 306,390 shares; 2025Q4: 327,923 shares; 2026Q1: 372,259 shares 372,259 $44.2M 0.05% +44,336 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 976,870 shares 976,870 $44M 0.05% -88,791 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,549 shares; 2024Q4: 58,593 shares; 2025Q1: 79,598 shares; 2025Q2: 145,419 shares; 2025Q3: 224,223 shares; 2025Q4: 231,091 shares; 2026Q1: 240,851 shares 240,851 $43.9M 0.05% +9,760 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,044 shares; 2024Q4: 93,958 shares; 2025Q1: 94,970 shares; 2025Q2: 97,696 shares; 2025Q3: 136,724 shares; 2025Q4: 144,295 shares; 2026Q1: 138,037 shares 138,037 $43.9M 0.05% -6,258 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,562 shares; 2025Q1: 25,274 shares; 2025Q2: 50,136 shares; 2025Q3: 164,621 shares; 2025Q4: 235,941 shares; 2026Q1: 510,101 shares 510,101 $43.7M 0.05% +274,160 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,540 shares; 2024Q4: 114,752 shares; 2025Q1: 122,656 shares; 2025Q2: 117,329 shares; 2025Q3: 374,377 shares; 2025Q4: 349,312 shares; 2026Q1: 359,958 shares 359,958 $43.5M 0.05% +10,646 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 222,657 shares 222,657 $43.4M 0.05% new Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,265 shares; 2024Q4: 7,969 shares; 2025Q1: 7,969 shares; 2025Q2: 7,969 shares; 2025Q3: 30,722 shares; 2025Q4: 49,407 shares; 2026Q1: 1,063,396 shares 1,063,396 $43.3M 0.05% +1,013,989 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228,560 shares; 2024Q4: 218,987 shares; 2025Q1: 249,126 shares; 2025Q2: 247,427 shares; 2025Q3: 320,718 shares; 2025Q4: 326,113 shares; 2026Q1: 330,019 shares 330,019 $43.2M 0.05% +3,906 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; 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; 2026Q1: 110,173 shares 110,173 $43.2M 0.05% +570 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,460,470 shares 1,460,470 $43.1M 0.05% +78,117 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 592,717 shares; 2024Q4: 585,526 shares; 2025Q1: 645,487 shares; 2025Q2: 677,149 shares; 2025Q3: 832,420 shares; 2025Q4: 839,452 shares; 2026Q1: 825,796 shares 825,796 $42.9M 0.05% -13,656 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,621 shares; 2024Q4: 174,318 shares; 2025Q1: 173,353 shares; 2025Q2: 176,124 shares; 2025Q3: 221,659 shares; 2025Q4: 219,549 shares; 2026Q1: 211,260 shares 211,260 $42.9M 0.05% -8,289 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,726 shares; 2024Q4: 181,938 shares; 2025Q1: 204,059 shares; 2025Q2: 222,390 shares; 2025Q3: 325,506 shares; 2025Q4: 314,586 shares; 2026Q1: 336,867 shares 336,867 $42.6M 0.05% +22,281 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,480,767 shares 1,480,767 $42.5M 0.05% +99,759 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 435,888 shares; 2024Q4: 424,975 shares; 2025Q1: 475,880 shares; 2025Q2: 506,504 shares; 2025Q3: 644,793 shares; 2025Q4: 680,250 shares; 2026Q1: 681,007 shares 681,007 $42.1M 0.04% +757 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,235 shares; 2024Q4: 102,828 shares; 2025Q1: 111,461 shares; 2025Q2: 105,402 shares; 2025Q3: 194,199 shares; 2025Q4: 182,067 shares; 2026Q1: 243,488 shares 243,488 $42M 0.04% +61,421 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; 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; 2026Q1: 1,816,393 shares 1,816,393 $41.7M 0.04% +431,366 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,619,045 shares 1,619,045 $41.5M 0.04% +171,816 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,682 shares; 2024Q4: 92,635 shares; 2025Q1: 109,781 shares; 2025Q2: 125,114 shares; 2025Q3: 144,331 shares; 2025Q4: 149,908 shares; 2026Q1: 148,393 shares 148,393 $41.4M 0.04% -1,515 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,094,669 shares 1,094,669 $41.4M 0.04% +17,287 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; 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; 2026Q1: 571,312 shares 571,312 $41.4M 0.04% -33,790 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 945,688 shares 945,688 $41.2M 0.04% -1,841 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; 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; 2026Q1: 788,422 shares 788,422 $41.1M 0.04% +53,626 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 479,888 shares; 2024Q4: 541,391 shares; 2025Q1: 586,842 shares; 2025Q2: 631,308 shares; 2025Q3: 527,702 shares; 2025Q4: 552,407 shares; 2026Q1: 583,922 shares 583,922 $41.1M 0.04% +31,515 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,767,932 shares 1,767,932 $41.1M 0.04% +115,427 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; 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; 2026Q1: 462,280 shares 462,280 $40.9M 0.04% +12,162 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,118,268 shares 2,118,268 $40.9M 0.04% -67,730 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,589,316 shares 1,589,316 $40.8M 0.04% +226,428 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,876 shares; 2025Q2: 51,501 shares; 2025Q3: 67,884 shares; 2025Q4: 70,047 shares; 2026Q1: 74,134 shares 74,134 $40.7M 0.04% +4,087 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; 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; 2026Q1: 650,733 shares 650,733 $40.6M 0.04% +25,454 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,036 shares; 2024Q4: 29,757 shares; 2025Q1: 27,369 shares; 2025Q2: 32,366 shares; 2025Q3: 37,822 shares; 2025Q4: 42,867 shares; 2026Q1: 55,040 shares 55,040 $40.6M 0.04% +12,173 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290,071 shares; 2024Q4: 308,100 shares; 2025Q1: 413,419 shares; 2025Q2: 389,373 shares; 2025Q3: 469,936 shares; 2025Q4: 542,596 shares; 2026Q1: 688,431 shares 688,431 $40.5M 0.04% +145,835 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,132 shares; 2024Q4: 97,170 shares; 2025Q1: 118,512 shares; 2025Q2: 128,772 shares; 2025Q3: 168,697 shares; 2025Q4: 179,858 shares; 2026Q1: 192,206 shares 192,206 $40.4M 0.04% +12,348 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 203,503 shares 203,503 $40.2M 0.04% -1,299 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; 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; 2026Q1: 189,901 shares 189,901 $40.1M 0.04% +14,907 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,285,570 shares 1,285,570 $39.8M 0.04% +111,937 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,675 shares; 2024Q4: 83,588 shares; 2025Q1: 83,812 shares; 2025Q2: 91,173 shares; 2025Q3: 109,037 shares; 2025Q4: 105,456 shares; 2026Q1: 111,663 shares 111,663 $39.8M 0.04% +6,207 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,918 shares; 2024Q4: 128,275 shares; 2025Q1: 157,283 shares; 2025Q2: 156,429 shares; 2025Q3: 179,542 shares; 2025Q4: 174,944 shares; 2026Q1: 234,765 shares 234,765 $39.7M 0.04% +59,821 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; 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; 2026Q1: 114,737 shares 114,737 $39.6M 0.04% +3,015 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 721,715 shares; 2024Q4: 764,638 shares; 2025Q1: 816,561 shares; 2025Q2: 875,803 shares; 2025Q3: 949,084 shares; 2025Q4: 1,179,315 shares; 2026Q1: 1,069,482 shares 1,069,482 $39.4M 0.04% -109,833 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,866 shares; 2024Q4: 165,536 shares; 2025Q1: 265,265 shares; 2025Q2: 407,668 shares; 2025Q3: 460,793 shares; 2025Q4: 488,804 shares; 2026Q1: 612,564 shares 612,564 $39.2M 0.04% +123,760 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315,249 shares; 2024Q4: 313,065 shares; 2025Q1: 235,385 shares; 2025Q2: 220,992 shares; 2025Q3: 281,836 shares; 2025Q4: 275,687 shares; 2026Q1: 276,082 shares 276,082 $39M 0.04% +395 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 415,468 shares; 2024Q4: 463,320 shares; 2025Q1: 572,139 shares; 2025Q2: 584,666 shares; 2025Q3: 745,943 shares; 2025Q4: 823,019 shares; 2026Q1: 415,091 shares 415,091 $39M 0.04% -407,928 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 276,237 shares; 2025Q2: 336,743 shares; 2025Q3: 390,567 shares; 2025Q4: 895,710 shares; 2026Q1: 1,062,785 shares 1,062,785 $39M 0.04% +167,075 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,546 shares; 2024Q4: 5,647 shares; 2025Q1: 10,780 shares; 2025Q2: 14,808 shares; 2025Q3: 28,337 shares; 2025Q4: 28,456 shares; 2026Q1: 27,946 shares 27,946 $38.5M 0.04% -510 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227,421 shares; 2024Q4: 251,567 shares; 2025Q1: 265,188 shares; 2025Q2: 275,868 shares; 2025Q3: 307,071 shares; 2025Q4: 444,047 shares; 2026Q1: 562,554 shares 562,554 $38.5M 0.04% +118,507 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,030 shares; 2024Q4: 81,402 shares; 2025Q1: 272,393 shares; 2025Q2: 358,828 shares; 2025Q3: 756,551 shares; 2025Q4: 806,686 shares; 2026Q1: 120,848 shares 120,848 $38.4M 0.04% -685,838 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245,330 shares; 2024Q4: 249,888 shares; 2025Q1: 252,363 shares; 2025Q2: 246,712 shares; 2025Q3: 321,846 shares; 2025Q4: 358,090 shares; 2026Q1: 348,220 shares 348,220 $38.2M 0.04% -9,870 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 244,545 shares; 2024Q4: 270,704 shares; 2025Q1: 325,548 shares; 2025Q2: 342,871 shares; 2025Q3: 494,551 shares; 2025Q4: 540,234 shares; 2026Q1: 561,524 shares 561,524 $38M 0.04% +21,290 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 288,128 shares; 2024Q4: 362,609 shares; 2025Q1: 532,495 shares; 2025Q2: 532,836 shares; 2025Q3: 654,629 shares; 2025Q4: 766,097 shares; 2026Q1: 692,477 shares 692,477 $37.8M 0.04% -73,620 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,402 shares; 2024Q4: 188,746 shares; 2025Q1: 208,894 shares; 2025Q2: 213,247 shares; 2025Q3: 291,004 shares; 2025Q4: 293,325 shares; 2026Q1: 286,672 shares 286,672 $37.6M 0.04% -6,653 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 453,551 shares; 2024Q4: 474,619 shares; 2025Q1: 527,270 shares; 2025Q2: 554,590 shares; 2025Q3: 777,708 shares; 2025Q4: 782,859 shares; 2026Q1: 811,112 shares 811,112 $37.3M 0.04% +28,253 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198,217 shares; 2024Q4: 204,188 shares; 2025Q1: 218,335 shares; 2025Q2: 166,163 shares; 2025Q3: 185,258 shares; 2025Q4: 185,382 shares; 2026Q1: 188,013 shares 188,013 $37.3M 0.04% +2,631 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 472,081 shares 472,081 $37.1M 0.04% +42,870 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; 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; 2026Q1: 895,060 shares 895,060 $37M 0.04% +72,193 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,271,774 shares 1,271,774 $37M 0.04% +88,435 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 753,582 shares; 2024Q4: 742,809 shares; 2025Q1: 911,999 shares; 2025Q2: 629,985 shares; 2025Q3: 824,838 shares; 2025Q4: 863,563 shares; 2026Q1: 873,525 shares 873,525 $37M 0.04% +9,962 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; 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; 2026Q1: 532,448 shares 532,448 $36.9M 0.04% +61,314 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,089,469 shares 1,089,469 $36.8M 0.04% +45,130 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 295,250 shares; 2024Q4: 283,097 shares; 2025Q1: 277,332 shares; 2025Q2: 291,913 shares; 2025Q3: 415,223 shares; 2025Q4: 482,026 shares; 2026Q1: 635,656 shares 635,656 $36.6M 0.04% +153,630 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; 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; 2026Q1: 871,137 shares 871,137 $36.3M 0.04% -4,422 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,000 shares; 2024Q4: 79,825 shares; 2025Q1: 35,461 shares; 2025Q2: 117,500 shares; 2025Q3: 444,205 shares; 2025Q4: 587,164 shares; 2026Q1: 757,482 shares 757,482 $36.2M 0.04% +170,318 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; 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; 2026Q1: 1,612,081 shares 1,612,081 $36.1M 0.04% +210,151 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; 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; 2026Q1: 1,729,781 shares 1,729,781 $35.9M 0.04% +24,855 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,494 shares; 2024Q4: 149,501 shares; 2025Q1: 207,302 shares; 2025Q2: 679,327 shares; 2025Q3: 875,179 shares; 2025Q4: 1,171,039 shares; 2026Q1: 1,446,903 shares 1,446,903 $35.9M 0.04% +275,864 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,397 shares; 2024Q4: 107,466 shares; 2025Q1: 134,797 shares; 2025Q2: 138,443 shares; 2025Q3: 178,095 shares; 2025Q4: 162,520 shares; 2026Q1: 180,282 shares 180,282 $35.7M 0.04% +17,762 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,525 shares; 2024Q4: 17,405 shares; 2025Q1: 18,712 shares; 2025Q2: 317,328 shares; 2025Q3: 370,620 shares; 2025Q4: 385,900 shares; 2026Q1: 385,835 shares 385,835 $35.6M 0.04% -65 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,436,630 shares 1,436,630 $35.6M 0.04% +88,522 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,457,155 shares 1,457,155 $35.5M 0.04% -196,620 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,937 shares; 2024Q4: 84,345 shares; 2025Q1: 123,963 shares; 2025Q2: 101,721 shares; 2025Q3: 133,307 shares; 2025Q4: 122,282 shares; 2026Q1: 139,644 shares 139,644 $35.5M 0.04% +17,362 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; 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; 2026Q1: 134,943 shares 134,943 $35.1M 0.04% +10,272 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; 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; 2026Q1: 702,637 shares 702,637 $35.1M 0.04% +6,664 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,717 shares; 2024Q4: 86,199 shares; 2025Q1: 93,080 shares; 2025Q2: 99,030 shares; 2025Q3: 217,084 shares; 2025Q4: 279,537 shares; 2026Q1: 443,363 shares 443,363 $35.1M 0.04% +163,826 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198,250 shares; 2024Q4: 207,515 shares; 2025Q1: 249,664 shares; 2025Q2: 209,018 shares; 2025Q3: 328,242 shares; 2025Q4: 381,286 shares; 2026Q1: 410,049 shares 410,049 $34.9M 0.04% +28,763 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,065 shares; 2024Q4: 100,480 shares; 2025Q1: 117,569 shares; 2025Q2: 124,569 shares; 2025Q3: 191,597 shares; 2025Q4: 200,998 shares; 2026Q1: 279,626 shares 279,626 $34.9M 0.04% +78,628 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 264,704 shares; 2024Q4: 282,085 shares; 2025Q1: 249,883 shares; 2025Q2: 213,359 shares; 2025Q3: 250,917 shares; 2025Q4: 260,295 shares; 2026Q1: 327,556 shares 327,556 $34.9M 0.04% +67,261 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 206,502 shares; 2025Q2: 200,189 shares; 2025Q3: 230,516 shares; 2025Q4: 266,067 shares; 2026Q1: 286,299 shares 286,299 $34.7M 0.04% +20,232 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; 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; 2026Q1: 494,994 shares 494,994 $34.6M 0.04% -3,676 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,953 shares; 2024Q4: 91,842 shares; 2025Q1: 102,627 shares; 2025Q2: 106,607 shares; 2025Q3: 122,245 shares; 2025Q4: 127,518 shares; 2026Q1: 142,030 shares 142,030 $34.5M 0.04% +14,512 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 207,188 shares; 2024Q4: 213,260 shares; 2025Q1: 251,855 shares; 2025Q2: 240,863 shares; 2025Q3: 353,062 shares; 2025Q4: 330,905 shares; 2026Q1: 348,299 shares 348,299 $34.5M 0.04% +17,394 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; 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; 2026Q1: 780,871 shares 780,871 $34.2M 0.04% +52,074 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220,373 shares; 2024Q4: 135,066 shares; 2025Q1: 186,105 shares; 2025Q2: 175,115 shares; 2025Q3: 250,487 shares; 2025Q4: 274,784 shares; 2026Q1: 314,447 shares 314,447 $34M 0.04% +39,663 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; 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; 2026Q1: 1,979,628 shares 1,979,628 $34M 0.04% -19,416 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,334 shares; 2024Q4: 106,020 shares; 2025Q1: 221,920 shares; 2025Q2: 405,877 shares; 2025Q3: 495,420 shares; 2025Q4: 551,425 shares; 2026Q1: 733,690 shares 733,690 $33.8M 0.04% +182,265 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; 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; 2026Q1: 104,962 shares 104,962 $33.6M 0.04% +11,521 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,172 shares; 2024Q4: 187,489 shares; 2025Q1: 179,160 shares; 2025Q2: 175,115 shares; 2025Q3: 322,460 shares; 2025Q4: 341,921 shares; 2026Q1: 357,388 shares 357,388 $33.2M 0.04% +15,467 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; 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; 2026Q1: 583,494 shares 583,494 $33.2M 0.04% -5,419 Timeline PBUS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,281 shares; 2024Q4: 60,858 shares; 2025Q1: 90,788 shares; 2025Q2: 192,454 shares; 2025Q3: 308,864 shares; 2025Q4: 410,134 shares; 2026Q1: 509,294 shares 509,294 $33.2M 0.04% +99,160 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; 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; 2026Q1: 460,310 shares 460,310 $33.1M 0.04% -25,271 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,053 shares; 2024Q4: 135,923 shares; 2025Q1: 156,262 shares; 2025Q2: 155,409 shares; 2025Q3: 201,800 shares; 2025Q4: 305,100 shares; 2026Q1: 387,355 shares 387,355 $33M 0.04% +82,255 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,801 shares; 2024Q4: 47,840 shares; 2025Q1: 41,289 shares; 2025Q2: 43,830 shares; 2025Q3: 75,043 shares; 2025Q4: 68,142 shares; 2026Q1: 75,725 shares 75,725 $32.7M 0.03% +7,583 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; 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; 2026Q1: 75,405 shares 75,405 $32.7M 0.03% -4,533 Timeline