AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,516,349 shares; 2024Q4: 11,593,988 shares; 2025Q1: 11,959,383 shares; 2025Q2: 11,320,083 shares; 2025Q3: 10,572,429 shares; 2025Q4: 9,642,395 shares 9,642,395 $2.62B 3.49% -930,034 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,835,920 shares; 2024Q4: 2,799,586 shares; 2025Q1: 2,959,199 shares; 2025Q2: 2,855,635 shares; 2025Q3: 2,846,025 shares; 2025Q4: 2,727,210 shares 2,727,210 $1.87B 2.49% -118,815 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,932,814 shares; 2024Q4: 12,183,255 shares; 2025Q1: 12,790,140 shares; 2025Q2: 12,663,951 shares; 2025Q3: 10,995,345 shares; 2025Q4: 9,817,089 shares 9,817,089 $1.83B 2.44% -1,178,256 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,424,495 shares; 2024Q4: 3,522,943 shares; 2025Q1: 3,597,918 shares; 2025Q2: 3,551,280 shares; 2025Q3: 3,360,507 shares; 2025Q4: 3,141,022 shares 3,141,022 $1.52B 2.03% -219,485 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,373,065 shares; 2024Q4: 2,425,300 shares; 2025Q1: 2,480,244 shares; 2025Q2: 2,424,153 shares; 2025Q3: 2,272,321 shares; 2025Q4: 1,985,531 shares 1,985,531 $1.22B 1.63% -286,790 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,986,680 shares; 2024Q4: 2,016,362 shares; 2025Q1: 1,961,649 shares; 2025Q2: 1,929,406 shares; 2025Q3: 1,835,700 shares; 2025Q4: 1,736,693 shares 1,736,693 $1.18B 1.58% -99,007 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,181,363 shares; 2024Q4: 5,273,316 shares; 2025Q1: 5,653,382 shares; 2025Q2: 5,462,488 shares; 2025Q3: 5,342,389 shares; 2025Q4: 4,708,627 shares 4,708,627 $1.09B 1.45% -633,762 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,856,721 shares; 2024Q4: 16,367,579 shares; 2025Q1: 18,629,538 shares; 2025Q2: 18,733,723 shares; 2025Q3: 17,455,979 shares; 2025Q4: 17,014,674 shares 17,014,674 $1.06B 1.42% -441,305 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,095,361 shares; 2024Q4: 2,098,242 shares; 2025Q1: 2,173,269 shares; 2025Q2: 2,104,704 shares; 2025Q3: 2,001,110 shares; 2025Q4: 1,816,152 shares 1,816,152 $860M 1.15% -184,958 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,342,038 shares; 2024Q4: 1,436,758 shares; 2025Q1: 1,510,438 shares; 2025Q2: 1,504,556 shares; 2025Q3: 1,357,294 shares; 2025Q4: 1,347,386 shares 1,347,386 $845M 1.13% -9,908 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,847,310 shares; 2024Q4: 1,925,536 shares; 2025Q1: 1,856,393 shares; 2025Q2: 1,792,600 shares; 2025Q3: 1,711,815 shares; 2025Q4: 1,651,530 shares 1,651,530 $806M 1.07% -60,285 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,231,817 shares; 2024Q4: 2,287,300 shares; 2025Q1: 2,560,845 shares; 2025Q2: 2,446,455 shares; 2025Q3: 2,551,323 shares; 2025Q4: 2,320,304 shares 2,320,304 $778M 1.04% -231,019 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,609,651 shares; 2024Q4: 2,679,383 shares; 2025Q1: 2,872,115 shares; 2025Q2: 2,687,832 shares; 2025Q3: 2,467,049 shares; 2025Q4: 2,243,371 shares 2,243,371 $702M 0.94% -223,678 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,578,262 shares; 2024Q4: 1,576,905 shares; 2025Q1: 1,683,895 shares; 2025Q2: 1,633,771 shares; 2025Q3: 1,598,314 shares; 2025Q4: 1,394,020 shares 1,394,020 $701M 0.93% -204,294 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,323,101 shares; 2024Q4: 10,261,756 shares; 2025Q1: 11,677,554 shares; 2025Q2: 12,435,851 shares; 2025Q3: 12,707,821 shares; 2025Q4: 13,193,475 shares 13,193,475 $587M 0.78% +485,654 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,809,801 shares; 2024Q4: 2,877,375 shares; 2025Q1: 3,021,385 shares; 2025Q2: 2,992,420 shares; 2025Q3: 2,838,005 shares; 2025Q4: 2,571,410 shares 2,571,410 $565M 0.75% -266,595 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,056,545 shares; 2024Q4: 8,065,081 shares; 2025Q1: 9,287,713 shares; 2025Q2: 9,864,666 shares; 2025Q3: 10,957,728 shares; 2025Q4: 12,355,874 shares 12,355,874 $539M 0.72% +1,398,146 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,990,351 shares; 2024Q4: 1,960,091 shares; 2025Q1: 2,043,900 shares; 2025Q2: 2,011,638 shares; 2025Q3: 1,875,908 shares; 2025Q4: 1,698,762 shares 1,698,762 $533M 0.71% -177,146 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,352,387 shares; 2024Q4: 3,511,386 shares; 2025Q1: 3,434,961 shares; 2025Q2: 3,401,789 shares; 2025Q3: 3,284,635 shares; 2025Q4: 2,712,802 shares 2,712,802 $518M 0.69% -571,833 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,093,495 shares; 2024Q4: 7,766,539 shares; 2025Q1: 7,996,206 shares; 2025Q2: 7,909,389 shares; 2025Q3: 7,555,609 shares; 2025Q4: 7,267,236 shares 7,267,236 $504M 0.67% -288,373 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,758,155 shares; 2024Q4: 1,766,041 shares; 2025Q1: 1,860,006 shares; 2025Q2: 1,762,557 shares; 2025Q3: 1,617,468 shares; 2025Q4: 1,565,146 shares 1,565,146 $504M 0.67% -52,322 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 934,669 shares; 2024Q4: 928,305 shares; 2025Q1: 967,813 shares; 2025Q2: 959,052 shares; 2025Q3: 887,720 shares; 2025Q4: 879,649 shares 879,649 $396M 0.53% -8,071 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,408,663 shares; 2024Q4: 8,592,808 shares; 2025Q1: 8,327,755 shares; 2025Q2: 10,750,500 shares; 2025Q3: 11,413,499 shares; 2025Q4: 11,528,758 shares 11,528,758 $395M 0.53% +115,259 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,230,868 shares; 2024Q4: 5,640,003 shares; 2025Q1: 6,074,450 shares; 2025Q2: 5,755,413 shares; 2025Q3: 5,518,630 shares; 2025Q4: 5,555,442 shares 5,555,442 $386M 0.51% +36,812 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,189,430 shares; 2024Q4: 1,212,171 shares; 2025Q1: 1,205,181 shares; 2025Q2: 1,208,729 shares; 2025Q3: 1,128,979 shares; 2025Q4: 1,093,020 shares 1,093,020 $378M 0.5% -35,959 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 576,028 shares; 2024Q4: 611,610 shares; 2025Q1: 636,948 shares; 2025Q2: 658,953 shares; 2025Q3: 593,570 shares; 2025Q4: 571,480 shares 571,480 $377M 0.5% -22,090 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,860,464 shares; 2024Q4: 4,101,440 shares; 2025Q1: 4,184,086 shares; 2025Q2: 3,725,028 shares; 2025Q3: 3,446,499 shares; 2025Q4: 3,103,300 shares 3,103,300 $373M 0.5% -343,199 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,268,241 shares; 2024Q4: 3,386,082 shares; 2025Q1: 3,533,251 shares; 2025Q2: 3,599,847 shares; 2025Q3: 3,220,554 shares; 2025Q4: 2,995,634 shares 2,995,634 $369M 0.49% -224,920 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,936,994 shares; 2024Q4: 7,046,181 shares; 2025Q1: 7,556,173 shares; 2025Q2: 7,381,487 shares; 2025Q3: 7,159,068 shares; 2025Q4: 6,808,780 shares 6,808,780 $366M 0.49% -350,288 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,052,806 shares; 2024Q4: 1,966,562 shares; 2025Q1: 2,089,385 shares; 2025Q2: 1,996,421 shares; 2025Q3: 1,861,320 shares; 2025Q4: 1,726,024 shares 1,726,024 $363M 0.48% -135,296 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 947,353 shares; 2024Q4: 980,065 shares; 2025Q1: 1,141,703 shares; 2025Q2: 989,876 shares; 2025Q3: 916,842 shares; 2025Q4: 905,069 shares 905,069 $359M 0.48% -11,773 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,084,219 shares; 2024Q4: 6,236,493 shares; 2025Q1: 6,630,700 shares; 2025Q2: 6,039,307 shares; 2025Q3: 5,796,032 shares; 2025Q4: 5,170,837 shares 5,170,837 $341M 0.45% -625,195 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,163,842 shares; 2024Q4: 2,343,545 shares; 2025Q1: 2,490,460 shares; 2025Q2: 2,466,280 shares; 2025Q3: 2,372,325 shares; 2025Q4: 2,374,374 shares 2,374,374 $341M 0.45% +2,049 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 366,244 shares; 2024Q4: 359,876 shares; 2025Q1: 377,220 shares; 2025Q2: 371,502 shares; 2025Q3: 353,144 shares; 2025Q4: 314,386 shares 314,386 $338M 0.45% -38,758 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 401,704 shares; 2024Q4: 406,755 shares; 2025Q1: 427,359 shares; 2025Q2: 414,869 shares; 2025Q3: 377,451 shares; 2025Q4: 365,291 shares 365,291 $315M 0.42% -12,160 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,768,593 shares; 2024Q4: 10,282,671 shares; 2025Q1: 9,656,173 shares; 2025Q2: 8,735,571 shares; 2025Q3: 8,634,946 shares; 2025Q4: 7,956,573 shares 7,956,573 $315M 0.42% -678,373 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,475,873 shares; 2024Q4: 2,481,155 shares; 2025Q1: 2,497,849 shares; 2025Q2: 2,498,366 shares; 2025Q3: 2,392,379 shares; 2025Q4: 2,300,238 shares 2,300,238 $315M 0.42% -92,141 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,861,041 shares; 2024Q4: 2,931,626 shares; 2025Q1: 3,110,944 shares; 2025Q2: 3,059,268 shares; 2025Q3: 2,848,492 shares; 2025Q4: 2,861,748 shares 2,861,748 $307M 0.41% +13,256 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,253,846 shares; 2024Q4: 1,269,996 shares; 2025Q1: 1,229,064 shares; 2025Q2: 1,184,471 shares; 2025Q3: 1,153,384 shares; 2025Q4: 1,043,549 shares 1,043,549 $303M 0.4% -109,835 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,062,509 shares; 2024Q4: 3,238,078 shares; 2025Q1: 3,849,591 shares; 2025Q2: 3,847,359 shares; 2025Q3: 3,517,051 shares; 2025Q4: 3,538,226 shares 3,538,226 $287M 0.38% +21,175 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 577,067 shares; 2024Q4: 634,659 shares; 2025Q1: 860,358 shares; 2025Q2: 1,040,109 shares; 2025Q3: 1,087,105 shares; 2025Q4: 1,126,967 shares 1,126,967 $285M 0.38% +39,862 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,942,603 shares; 2024Q4: 3,079,875 shares; 2025Q1: 3,561,043 shares; 2025Q2: 3,566,216 shares; 2025Q3: 3,515,790 shares; 2025Q4: 3,178,400 shares 3,178,400 $284M 0.38% -337,390 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,070,490 shares; 2024Q4: 2,148,301 shares; 2025Q1: 2,257,427 shares; 2025Q2: 2,194,504 shares; 2025Q3: 2,073,188 shares; 2025Q4: 1,985,396 shares 1,985,396 $280M 0.37% -87,792 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,725,286 shares; 2024Q4: 1,677,764 shares; 2025Q1: 1,691,034 shares; 2025Q2: 1,599,742 shares; 2025Q3: 1,456,361 shares; 2025Q4: 1,344,196 shares 1,344,196 $278M 0.37% -112,165 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,281,892 shares; 2024Q4: 13,130,560 shares; 2025Q1: 13,496,416 shares; 2025Q2: 12,003,126 shares; 2025Q3: 11,921,137 shares; 2025Q4: 10,008,633 shares 10,008,633 $275M 0.37% -1,912,504 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,744,381 shares; 2024Q4: 1,799,604 shares; 2025Q1: 1,939,900 shares; 2025Q2: 1,984,988 shares; 2025Q3: 1,629,012 shares; 2025Q4: 1,355,327 shares 1,355,327 $269M 0.36% -273,685 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 923,317 shares; 2024Q4: 944,773 shares; 2025Q1: 939,989 shares; 2025Q2: 911,498 shares; 2025Q3: 921,311 shares; 2025Q4: 1,865,649 shares 1,865,649 $269M 0.36% +944,338 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,453,575 shares; 2024Q4: 1,597,201 shares; 2025Q1: 1,571,354 shares; 2025Q2: 1,755,061 shares; 2025Q3: 1,655,215 shares; 2025Q4: 1,460,666 shares 1,460,666 $260M 0.35% -194,549 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,495,954 shares; 2024Q4: 2,494,768 shares; 2025Q1: 2,588,050 shares; 2025Q2: 2,460,657 shares; 2025Q3: 2,243,159 shares; 2025Q4: 2,154,840 shares 2,154,840 $259M 0.35% -88,319 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,626,295 shares; 2024Q4: 2,030,313 shares; 2025Q1: 2,678,677 shares; 2025Q2: 3,196,272 shares; 2025Q3: 3,512,833 shares; 2025Q4: 4,253,821 shares 4,253,821 $259M 0.34% +740,988 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,063,389 shares; 2024Q4: 1,124,300 shares; 2025Q1: 1,126,991 shares; 2025Q2: 1,099,191 shares; 2025Q3: 1,050,178 shares; 2025Q4: 996,236 shares 996,236 $257M 0.34% -53,942 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,275,012 shares; 2024Q4: 1,296,389 shares; 2025Q1: 6,428,708 shares; 2025Q2: 6,077,404 shares; 2025Q3: 5,722,446 shares; 2025Q4: 5,711,513 shares 5,711,513 $254M 0.34% -10,933 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 806,928 shares; 2024Q4: 808,814 shares; 2025Q1: 841,887 shares; 2025Q2: 795,929 shares; 2025Q3: 766,608 shares; 2025Q4: 705,386 shares 705,386 $247M 0.33% -61,222 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,633,062 shares; 2024Q4: 1,679,168 shares; 2025Q1: 985,725 shares; 2025Q2: 937,852 shares; 2025Q3: 938,911 shares; 2025Q4: 880,113 shares 880,113 $244M 0.32% -58,798 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,665,017 shares; 2024Q4: 4,124,862 shares; 2025Q1: 4,903,295 shares; 2025Q2: 5,091,909 shares; 2025Q3: 4,756,077 shares; 2025Q4: 4,255,018 shares 4,255,018 $244M 0.32% -501,059 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,799,751 shares; 2024Q4: 2,830,529 shares; 2025Q1: 2,919,436 shares; 2025Q2: 2,753,826 shares; 2025Q3: 2,461,028 shares; 2025Q4: 2,182,918 shares 2,182,918 $243M 0.32% -278,110 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,054,868 shares; 2024Q4: 2,206,093 shares; 2025Q1: 2,301,287 shares; 2025Q2: 2,342,774 shares; 2025Q3: 2,172,184 shares; 2025Q4: 1,984,206 shares 1,984,206 $242M 0.32% -187,978 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,224,083 shares; 2024Q4: 1,223,526 shares; 2025Q1: 1,263,640 shares; 2025Q2: 1,204,834 shares; 2025Q3: 1,130,248 shares; 2025Q4: 1,037,482 shares 1,037,482 $237M 0.32% -92,766 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 802,989 shares; 2024Q4: 1,227,015 shares; 2025Q1: 3,750,951 shares; 2025Q2: 4,356,644 shares; 2025Q3: 4,889,690 shares; 2025Q4: 5,124,640 shares 5,124,640 $234M 0.31% +234,950 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 925,353 shares; 2024Q4: 999,059 shares; 2025Q1: 1,119,046 shares; 2025Q2: 1,112,628 shares; 2025Q3: 1,024,838 shares; 2025Q4: 1,084,807 shares 1,084,807 $230M 0.31% +59,969 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,921,861 shares; 2024Q4: 2,993,392 shares; 2025Q1: 3,111,051 shares; 2025Q2: 3,127,945 shares; 2025Q3: 2,870,800 shares; 2025Q4: 2,896,433 shares 2,896,433 $228M 0.3% +25,633 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,379,142 shares; 2024Q4: 3,049,607 shares; 2025Q1: 3,332,350 shares; 2025Q2: 3,620,174 shares; 2025Q3: 4,373,035 shares; 2025Q4: 4,895,618 shares 4,895,618 $225M 0.3% +522,583 Timeline FLCG FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,272,869 shares; 2025Q2: 6,529,679 shares; 2025Q3: 6,599,782 shares; 2025Q4: 6,630,122 shares 6,630,122 $219M 0.29% +30,340 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,708,929 shares; 2024Q4: 1,776,990 shares; 2025Q1: 1,856,447 shares; 2025Q2: 1,748,031 shares; 2025Q3: 1,614,276 shares; 2025Q4: 1,468,047 shares 1,468,047 $210M 0.28% -146,229 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,235,760 shares; 2024Q4: 1,276,437 shares; 2025Q1: 1,711,087 shares; 2025Q2: 1,343,710 shares; 2025Q3: 1,079,375 shares; 2025Q4: 1,071,458 shares 1,071,458 $205M 0.27% -7,917 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 684,689 shares; 2024Q4: 685,249 shares; 2025Q1: 696,688 shares; 2025Q2: 672,424 shares; 2025Q3: 637,798 shares; 2025Q4: 594,930 shares 594,930 $205M 0.27% -42,868 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 435,573 shares; 2024Q4: 434,774 shares; 2025Q1: 438,960 shares; 2025Q2: 405,660 shares; 2025Q3: 383,256 shares; 2025Q4: 355,496 shares 355,496 $204M 0.27% -27,760 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,015,876 shares; 2024Q4: 3,425,021 shares; 2025Q1: 4,934,474 shares; 2025Q2: 4,262,710 shares; 2025Q3: 4,993,270 shares; 2025Q4: 5,233,638 shares 5,233,638 $200M 0.27% +240,368 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,261,767 shares; 2024Q4: 5,374,353 shares; 2025Q1: 5,601,002 shares; 2025Q2: 5,116,878 shares; 2025Q3: 3,778,698 shares; 2025Q4: 3,318,661 shares 3,318,661 $200M 0.27% -460,037 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,925,306 shares; 2024Q4: 1,967,897 shares; 2025Q1: 2,258,065 shares; 2025Q2: 2,436,195 shares; 2025Q3: 2,403,633 shares; 2025Q4: 2,826,773 shares 2,826,773 $190M 0.25% +423,140 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,159,424 shares; 2024Q4: 2,126,594 shares; 2025Q1: 2,185,595 shares; 2025Q2: 2,202,341 shares; 2025Q3: 2,036,321 shares; 2025Q4: 1,995,478 shares 1,995,478 $188M 0.25% -40,843 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,384,268 shares; 2024Q4: 3,904,641 shares; 2025Q1: 4,852,845 shares; 2025Q2: 5,013,064 shares; 2025Q3: 5,113,876 shares; 2025Q4: 5,399,474 shares 5,399,474 $187M 0.25% +285,598 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700,125 shares; 2024Q4: 711,867 shares; 2025Q1: 710,166 shares; 2025Q2: 700,355 shares; 2025Q3: 664,365 shares; 2025Q4: 617,905 shares 617,905 $183M 0.24% -46,460 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,687,079 shares; 2024Q4: 2,684,137 shares; 2025Q1: 2,711,074 shares; 2025Q2: 2,636,978 shares; 2025Q3: 2,417,279 shares; 2025Q4: 2,227,788 shares 2,227,788 $179M 0.24% -189,491 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,604,234 shares; 2024Q4: 1,594,252 shares; 2025Q1: 1,626,188 shares; 2025Q2: 1,602,451 shares; 2025Q3: 1,303,963 shares; 2025Q4: 1,201,914 shares 1,201,914 $179M 0.24% -102,049 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 751,636 shares; 2024Q4: 835,702 shares; 2025Q1: 1,308,390 shares; 2025Q2: 2,263,280 shares; 2025Q3: 4,109,577 shares; 2025Q4: 4,862,451 shares 4,862,451 $178M 0.24% +752,874 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,334,668 shares; 2024Q4: 1,357,596 shares; 2025Q1: 1,418,831 shares; 2025Q2: 1,189,933 shares; 2025Q3: 1,150,148 shares; 2025Q4: 1,051,235 shares 1,051,235 $177M 0.24% -98,913 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,975,379 shares; 2024Q4: 1,857,277 shares; 2025Q1: 2,281,427 shares; 2025Q2: 1,920,386 shares; 2025Q3: 2,221,616 shares; 2025Q4: 1,746,686 shares 1,746,686 $174M 0.23% -474,930 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,663,786 shares; 2024Q4: 1,721,452 shares; 2025Q1: 1,897,130 shares; 2025Q2: 1,662,524 shares; 2025Q3: 1,619,878 shares; 2025Q4: 1,625,592 shares 1,625,592 $173M 0.23% +5,714 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 607,550 shares; 2024Q4: 1,262,696 shares; 2025Q1: 2,380,869 shares; 2025Q2: 3,520,372 shares; 2025Q3: 3,109,974 shares; 2025Q4: 4,141,753 shares 4,141,753 $173M 0.23% +1,031,779 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,768,581 shares; 2024Q4: 3,114,014 shares; 2025Q1: 3,438,466 shares; 2025Q2: 3,348,866 shares; 2025Q3: 2,959,267 shares; 2025Q4: 3,034,654 shares 3,034,654 $172M 0.23% +75,387 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,319,178 shares; 2024Q4: 1,313,997 shares; 2025Q1: 1,329,793 shares; 2025Q2: 1,251,367 shares; 2025Q3: 1,217,281 shares; 2025Q4: 1,116,614 shares 1,116,614 $170M 0.23% -100,667 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,075,201 shares; 2024Q4: 4,843,569 shares; 2025Q1: 4,327,765 shares; 2025Q2: 4,152,076 shares; 2025Q3: 4,855,407 shares; 2025Q4: 5,532,126 shares 5,532,126 $169M 0.23% +676,719 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,735,336 shares; 2024Q4: 2,075,752 shares; 2025Q1: 2,743,400 shares; 2025Q2: 2,859,312 shares; 2025Q3: 2,783,385 shares; 2025Q4: 2,872,597 shares 2,872,597 $167M 0.22% +89,212 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,924 shares; 2024Q4: 161,795 shares; 2025Q1: 255,672 shares; 2025Q2: 337,735 shares; 2025Q3: 422,301 shares; 2025Q4: 466,961 shares 466,961 $160M 0.21% +44,660 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,009,394 shares; 2024Q4: 1,006,459 shares; 2025Q1: 1,054,495 shares; 2025Q2: 994,308 shares; 2025Q3: 935,798 shares; 2025Q4: 865,307 shares 865,307 $159M 0.21% -70,491 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,345,215 shares; 2024Q4: 2,748,964 shares; 2025Q1: 3,183,195 shares; 2025Q2: 3,415,953 shares; 2025Q3: 3,659,263 shares; 2025Q4: 3,933,197 shares 3,933,197 $158M 0.21% +273,934 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,099 shares; 2024Q4: 224,272 shares; 2025Q1: 223,550 shares; 2025Q2: 229,419 shares; 2025Q3: 213,977 shares; 2025Q4: 208,513 shares 208,513 $157M 0.21% -5,464 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,466,483 shares; 2024Q4: 4,461,028 shares; 2025Q1: 4,554,576 shares; 2025Q2: 4,295,936 shares; 2025Q3: 4,024,014 shares; 2025Q4: 3,792,721 shares 3,792,721 $154M 0.21% -231,293 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,016,208 shares; 2024Q4: 2,970,411 shares; 2025Q1: 3,098,803 shares; 2025Q2: 2,961,691 shares; 2025Q3: 2,896,909 shares; 2025Q4: 2,779,198 shares 2,779,198 $153M 0.2% -117,711 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,871,034 shares; 2024Q4: 2,233,085 shares; 2025Q1: 2,662,363 shares; 2025Q2: 2,892,574 shares; 2025Q3: 2,839,435 shares; 2025Q4: 2,777,017 shares 2,777,017 $152M 0.2% -62,418 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,844,818 shares; 2024Q4: 2,999,600 shares; 2025Q1: 3,088,570 shares; 2025Q2: 3,019,329 shares; 2025Q3: 2,921,859 shares; 2025Q4: 2,836,967 shares 2,836,967 $150M 0.2% -84,892 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,813,237 shares; 2024Q4: 2,849,421 shares; 2025Q1: 2,845,827 shares; 2025Q2: 2,853,870 shares; 2025Q3: 2,478,115 shares; 2025Q4: 2,328,990 shares 2,328,990 $147M 0.2% -149,125 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 572,173 shares; 2024Q4: 577,815 shares; 2025Q1: 592,094 shares; 2025Q2: 564,287 shares; 2025Q3: 503,642 shares; 2025Q4: 477,998 shares 477,998 $146M 0.19% -25,644 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 780,942 shares; 2024Q4: 781,459 shares; 2025Q1: 744,404 shares; 2025Q2: 660,567 shares; 2025Q3: 718,643 shares; 2025Q4: 647,184 shares 647,184 $145M 0.19% -71,459 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,931,374 shares; 2024Q4: 3,542,446 shares; 2025Q1: 3,537,904 shares; 2025Q2: 3,223,798 shares; 2025Q3: 3,110,980 shares; 2025Q4: 3,121,715 shares 3,121,715 $145M 0.19% +10,735 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 506,425 shares; 2024Q4: 498,369 shares; 2025Q1: 512,820 shares; 2025Q2: 487,785 shares; 2025Q3: 479,151 shares; 2025Q4: 449,381 shares 449,381 $145M 0.19% -29,770 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 859,435 shares; 2024Q4: 873,105 shares; 2025Q1: 945,244 shares; 2025Q2: 764,124 shares; 2025Q3: 709,865 shares; 2025Q4: 720,720 shares 720,720 $144M 0.19% +10,855 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 932,468 shares; 2024Q4: 920,007 shares; 2025Q1: 942,986 shares; 2025Q2: 905,799 shares; 2025Q3: 830,140 shares; 2025Q4: 792,632 shares 792,632 $144M 0.19% -37,508 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,228,696 shares; 2024Q4: 2,195,450 shares; 2025Q1: 2,109,212 shares; 2025Q2: 1,799,219 shares; 2025Q3: 1,552,751 shares; 2025Q4: 1,369,181 shares 1,369,181 $142M 0.19% -183,570 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,608,167 shares; 2024Q4: 2,678,333 shares; 2025Q1: 2,713,443 shares; 2025Q2: 2,810,643 shares; 2025Q3: 2,863,825 shares; 2025Q4: 3,013,264 shares 3,013,264 $141M 0.19% +149,439 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,345 shares; 2024Q4: 148,247 shares; 2025Q1: 175,050 shares; 2025Q2: 176,067 shares; 2025Q3: 169,442 shares; 2025Q4: 1,488,671 shares 1,488,671 $140M 0.19% +1,319,229 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,510,779 shares; 2024Q4: 1,505,318 shares; 2025Q1: 1,483,192 shares; 2025Q2: 1,498,783 shares; 2025Q3: 1,370,829 shares; 2025Q4: 1,308,199 shares 1,308,199 $138M 0.18% -62,630 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,092,088 shares; 2024Q4: 2,702,167 shares; 2025Q1: 2,929,195 shares; 2025Q2: 2,890,125 shares; 2025Q3: 3,384,431 shares; 2025Q4: 3,554,684 shares 3,554,684 $136M 0.18% +170,253 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,476,600 shares; 2024Q4: 1,750,856 shares; 2025Q1: 1,830,636 shares; 2025Q2: 2,208,276 shares; 2025Q3: 2,571,529 shares; 2025Q4: 3,052,013 shares 3,052,013 $135M 0.18% +480,484 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 580,403 shares; 2024Q4: 900,725 shares; 2025Q1: 1,420,093 shares; 2025Q2: 2,517,266 shares; 2025Q3: 2,748,419 shares; 2025Q4: 3,283,916 shares 3,283,916 $134M 0.18% +535,497 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,017,466 shares; 2024Q4: 1,129,927 shares; 2025Q1: 1,183,395 shares; 2025Q2: 1,434,332 shares; 2025Q3: 1,293,536 shares; 2025Q4: 1,442,448 shares 1,442,448 $134M 0.18% +148,912 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,702,093 shares; 2024Q4: 6,026,546 shares; 2025Q1: 5,083,408 shares; 2025Q2: 4,933,976 shares; 2025Q3: 4,817,439 shares; 2025Q4: 4,080,963 shares 4,080,963 $134M 0.18% -736,476 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,267,189 shares; 2024Q4: 1,331,241 shares; 2025Q1: 1,409,461 shares; 2025Q2: 1,540,685 shares; 2025Q3: 1,380,862 shares; 2025Q4: 1,444,888 shares 1,444,888 $133M 0.18% +64,026 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,611,083 shares; 2024Q4: 1,759,650 shares; 2025Q1: 1,586,242 shares; 2025Q2: 1,871,651 shares; 2025Q3: 1,891,740 shares; 2025Q4: 1,846,423 shares 1,846,423 $132M 0.18% -45,317 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,073,457 shares; 2024Q4: 1,103,945 shares; 2025Q1: 1,112,558 shares; 2025Q2: 1,039,685 shares; 2025Q3: 966,738 shares; 2025Q4: 932,453 shares 932,453 $130M 0.17% -34,285 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,088,510 shares; 2024Q4: 2,058,418 shares; 2025Q1: 2,128,016 shares; 2025Q2: 2,045,560 shares; 2025Q3: 1,797,535 shares; 2025Q4: 1,670,166 shares 1,670,166 $129M 0.17% -127,369 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 701,584 shares; 2024Q4: 780,002 shares; 2025Q1: 690,353 shares; 2025Q2: 552,746 shares; 2025Q3: 571,332 shares; 2025Q4: 520,588 shares 520,588 $128M 0.17% -50,744 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,487,960 shares; 2024Q4: 2,794,682 shares; 2025Q1: 3,497,740 shares; 2025Q2: 3,537,702 shares; 2025Q3: 2,840,778 shares; 2025Q4: 3,329,851 shares 3,329,851 $127M 0.17% +489,073 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,455,892 shares; 2024Q4: 4,159,091 shares; 2025Q1: 3,835,057 shares; 2025Q2: 3,167,324 shares; 2025Q3: 3,028,732 shares; 2025Q4: 2,951,728 shares 2,951,728 $127M 0.17% -77,004 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 951,370 shares; 2024Q4: 3,918,674 shares; 2025Q1: 4,083,199 shares; 2025Q2: 4,863,412 shares; 2025Q3: 4,955,408 shares; 2025Q4: 3,860,376 shares 3,860,376 $126M 0.17% -1,095,032 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 612,345 shares; 2024Q4: 626,852 shares; 2025Q1: 715,181 shares; 2025Q2: 727,626 shares; 2025Q3: 668,335 shares; 2025Q4: 641,911 shares 641,911 $125M 0.17% -26,424 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,918,168 shares; 2024Q4: 2,000,482 shares; 2025Q1: 1,700,295 shares; 2025Q2: 1,858,642 shares; 2025Q3: 1,668,262 shares; 2025Q4: 1,688,926 shares 1,688,926 $125M 0.17% +20,664 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 639,545 shares; 2024Q4: 714,644 shares; 2025Q1: 748,249 shares; 2025Q2: 665,646 shares; 2025Q3: 589,386 shares; 2025Q4: 585,914 shares 585,914 $124M 0.17% -3,472 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396,301 shares; 2024Q4: 427,370 shares; 2025Q1: 1,076,711 shares; 2025Q2: 1,112,693 shares; 2025Q3: 1,095,810 shares; 2025Q4: 1,108,221 shares 1,108,221 $124M 0.17% +12,411 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,124,821 shares; 2024Q4: 1,251,973 shares; 2025Q1: 1,265,518 shares; 2025Q2: 1,419,678 shares; 2025Q3: 1,405,129 shares; 2025Q4: 1,353,796 shares 1,353,796 $124M 0.16% -51,333 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,937 shares; 2024Q4: 275,792 shares; 2025Q1: 253,452 shares; 2025Q2: 245,656 shares; 2025Q3: 233,185 shares; 2025Q4: 216,411 shares 216,411 $124M 0.16% -16,774 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404,401 shares; 2024Q4: 402,007 shares; 2025Q1: 396,056 shares; 2025Q2: 395,745 shares; 2025Q3: 399,268 shares; 2025Q4: 389,535 shares 389,535 $123M 0.16% -9,733 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,126,247 shares; 2024Q4: 1,241,415 shares; 2025Q1: 1,364,819 shares; 2025Q2: 1,413,400 shares; 2025Q3: 1,524,632 shares; 2025Q4: 1,636,548 shares 1,636,548 $123M 0.16% +111,916 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,517,101 shares; 2024Q4: 1,482,528 shares; 2025Q1: 1,540,752 shares; 2025Q2: 1,560,204 shares; 2025Q3: 1,623,206 shares; 2025Q4: 1,647,797 shares 1,647,797 $121M 0.16% +24,591 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404,294 shares; 2024Q4: 382,017 shares; 2025Q1: 394,028 shares; 2025Q2: 413,879 shares; 2025Q3: 402,433 shares; 2025Q4: 388,475 shares 388,475 $120M 0.16% -13,958 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,456,686 shares; 2024Q4: 1,533,532 shares; 2025Q1: 1,614,854 shares; 2025Q2: 1,389,971 shares; 2025Q3: 1,276,928 shares; 2025Q4: 1,161,647 shares 1,161,647 $119M 0.16% -115,281 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 913,405 shares; 2024Q4: 1,060,208 shares; 2025Q1: 2,028,866 shares; 2025Q2: 2,053,712 shares; 2025Q3: 2,074,342 shares; 2025Q4: 2,351,730 shares 2,351,730 $117M 0.16% +277,388 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,308,352 shares; 2024Q4: 1,326,036 shares; 2025Q1: 1,334,260 shares; 2025Q2: 1,422,409 shares; 2025Q3: 1,437,310 shares; 2025Q4: 1,366,671 shares 1,366,671 $116M 0.15% -70,639 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 665,798 shares; 2024Q4: 674,009 shares; 2025Q1: 731,966 shares; 2025Q2: 630,534 shares; 2025Q3: 657,578 shares; 2025Q4: 538,623 shares 538,623 $115M 0.15% -118,955 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,701,652 shares; 2024Q4: 1,823,544 shares; 2025Q1: 1,862,626 shares; 2025Q2: 1,806,550 shares; 2025Q3: 1,783,978 shares; 2025Q4: 1,754,077 shares 1,754,077 $115M 0.15% -29,901 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333,765 shares; 2024Q4: 359,290 shares; 2025Q1: 400,207 shares; 2025Q2: 424,358 shares; 2025Q3: 403,110 shares; 2025Q4: 367,362 shares 367,362 $112M 0.15% -35,748 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 387,356 shares; 2024Q4: 399,234 shares; 2025Q1: 416,417 shares; 2025Q2: 411,795 shares; 2025Q3: 374,128 shares; 2025Q4: 337,407 shares 337,407 $110M 0.15% -36,721 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,656 shares; 2024Q4: 242,013 shares; 2025Q1: 245,880 shares; 2025Q2: 260,501 shares; 2025Q3: 245,650 shares; 2025Q4: 223,453 shares 223,453 $107M 0.14% -22,197 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312,804 shares; 2024Q4: 307,258 shares; 2025Q1: 314,151 shares; 2025Q2: 303,772 shares; 2025Q3: 305,333 shares; 2025Q4: 286,815 shares 286,815 $106M 0.14% -18,518 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,740,283 shares; 2024Q4: 2,741,625 shares; 2025Q1: 3,089,246 shares; 2025Q2: 2,539,511 shares; 2025Q3: 2,422,271 shares; 2025Q4: 2,279,177 shares 2,279,177 $105M 0.14% -143,094 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,146,188 shares; 2024Q4: 1,121,999 shares; 2025Q1: 1,129,153 shares; 2025Q2: 1,289,204 shares; 2025Q3: 1,050,949 shares; 2025Q4: 1,061,225 shares 1,061,225 $102M 0.14% +10,276 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,027 shares; 2024Q4: 333,799 shares; 2025Q1: 355,082 shares; 2025Q2: 355,181 shares; 2025Q3: 360,382 shares; 2025Q4: 406,692 shares 406,692 $102M 0.14% +46,310 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 873,488 shares; 2024Q4: 861,082 shares; 2025Q1: 894,243 shares; 2025Q2: 820,122 shares; 2025Q3: 753,476 shares; 2025Q4: 703,880 shares 703,880 $101M 0.13% -49,596 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 918,289 shares; 2024Q4: 1,048,412 shares; 2025Q1: 1,159,497 shares; 2025Q2: 1,396,513 shares; 2025Q3: 1,439,300 shares; 2025Q4: 1,255,872 shares 1,255,872 $101M 0.13% -183,428 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,906 shares; 2024Q4: 252,814 shares; 2025Q1: 264,874 shares; 2025Q2: 244,651 shares; 2025Q3: 224,321 shares; 2025Q4: 206,146 shares 206,146 $99.7M 0.13% -18,175 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,117,887 shares; 2024Q4: 1,194,776 shares; 2025Q1: 1,273,426 shares; 2025Q2: 1,021,295 shares; 2025Q3: 967,085 shares; 2025Q4: 959,334 shares 959,334 $98.3M 0.13% -7,751 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 889,024 shares; 2024Q4: 1,232,842 shares; 2025Q1: 1,821,751 shares; 2025Q2: 1,818,806 shares; 2025Q3: 2,061,754 shares; 2025Q4: 2,757,985 shares 2,757,985 $97.4M 0.13% +696,231 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,448,101 shares; 2024Q4: 1,491,461 shares; 2025Q1: 1,538,097 shares; 2025Q2: 1,929,034 shares; 2025Q3: 1,867,173 shares; 2025Q4: 1,944,418 shares 1,944,418 $97.2M 0.13% +77,245 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,075,704 shares; 2024Q4: 1,094,495 shares; 2025Q1: 1,164,961 shares; 2025Q2: 1,226,641 shares; 2025Q3: 1,273,415 shares; 2025Q4: 1,308,830 shares 1,308,830 $97.1M 0.13% +35,415 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,399 shares; 2024Q4: 254,098 shares; 2025Q1: 230,496 shares; 2025Q2: 245,052 shares; 2025Q3: 253,397 shares; 2025Q4: 269,157 shares 269,157 $96.9M 0.13% +15,760 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,763 shares; 2024Q4: 112,236 shares; 2025Q1: 127,209 shares; 2025Q2: 133,574 shares; 2025Q3: 116,417 shares; 2025Q4: 110,193 shares 110,193 $96.9M 0.13% -6,224 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,710,892 shares; 2024Q4: 1,719,907 shares; 2025Q1: 1,686,234 shares; 2025Q2: 1,635,634 shares; 2025Q3: 1,513,769 shares; 2025Q4: 1,346,134 shares 1,346,134 $94.1M 0.13% -167,635 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,220,840 shares; 2024Q4: 1,331,128 shares; 2025Q1: 1,407,179 shares; 2025Q2: 1,484,953 shares; 2025Q3: 1,575,189 shares; 2025Q4: 1,650,911 shares 1,650,911 $93.8M 0.13% +75,722 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 408,065 shares; 2024Q4: 411,093 shares; 2025Q1: 414,453 shares; 2025Q2: 392,190 shares; 2025Q3: 357,320 shares; 2025Q4: 332,626 shares 332,626 $92.8M 0.12% -24,694 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 897,429 shares; 2024Q4: 909,750 shares; 2025Q1: 954,044 shares; 2025Q2: 1,094,160 shares; 2025Q3: 1,139,200 shares; 2025Q4: 1,187,080 shares 1,187,080 $92.4M 0.12% +47,880 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 863,924 shares; 2024Q4: 979,107 shares; 2025Q1: 1,277,194 shares; 2025Q2: 1,469,742 shares; 2025Q3: 1,088,486 shares; 2025Q4: 1,030,545 shares 1,030,545 $92.2M 0.12% -57,941 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 899,145 shares; 2024Q4: 953,296 shares; 2025Q1: 1,026,114 shares; 2025Q2: 1,007,914 shares; 2025Q3: 994,882 shares; 2025Q4: 900,720 shares 900,720 $91.9M 0.12% -94,162 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,456,308 shares; 2024Q4: 1,441,156 shares; 2025Q1: 1,497,572 shares; 2025Q2: 1,596,710 shares; 2025Q3: 1,432,828 shares; 2025Q4: 1,590,509 shares 1,590,509 $91.7M 0.12% +157,681 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,454 shares; 2024Q4: 584,877 shares; 2025Q1: 585,380 shares; 2025Q2: 551,340 shares; 2025Q3: 541,945 shares; 2025Q4: 497,062 shares 497,062 $91.6M 0.12% -44,883 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,836 shares; 2024Q4: 311,101 shares; 2025Q1: 297,302 shares; 2025Q2: 303,804 shares; 2025Q3: 389,656 shares; 2025Q4: 426,033 shares 426,033 $91.5M 0.12% +36,377 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,693,123 shares; 2024Q4: 4,485,106 shares; 2025Q1: 4,602,476 shares; 2025Q2: 4,183,958 shares; 2025Q3: 3,803,506 shares; 2025Q4: 3,642,038 shares 3,642,038 $90.7M 0.12% -161,468 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 710,368 shares; 2024Q4: 716,319 shares; 2025Q1: 746,259 shares; 2025Q2: 736,637 shares; 2025Q3: 649,841 shares; 2025Q4: 584,633 shares 584,633 $90.1M 0.12% -65,208 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,738,622 shares; 2024Q4: 1,811,715 shares; 2025Q1: 2,095,913 shares; 2025Q2: 2,449,966 shares; 2025Q3: 1,941,637 shares; 2025Q4: 1,770,458 shares 1,770,458 $89.6M 0.12% -171,179 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 836,286 shares; 2024Q4: 883,010 shares; 2025Q1: 1,064,168 shares; 2025Q2: 1,311,251 shares; 2025Q3: 1,487,719 shares; 2025Q4: 1,675,626 shares 1,675,626 $88.4M 0.12% +187,907 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 970,934 shares; 2024Q4: 999,043 shares; 2025Q1: 1,104,498 shares; 2025Q2: 963,696 shares; 2025Q3: 1,036,468 shares; 2025Q4: 909,115 shares 909,115 $87.5M 0.12% -127,353 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331,766 shares; 2024Q4: 392,645 shares; 2025Q1: 698,028 shares; 2025Q2: 881,490 shares; 2025Q3: 763,574 shares; 2025Q4: 759,448 shares 759,448 $87M 0.12% -4,126 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,515 shares; 2024Q4: 269,694 shares; 2025Q1: 248,820 shares; 2025Q2: 234,590 shares; 2025Q3: 225,058 shares; 2025Q4: 210,566 shares 210,566 $86.9M 0.12% -14,492 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,531,827 shares; 2024Q4: 1,714,154 shares; 2025Q1: 2,120,720 shares; 2025Q2: 2,400,798 shares; 2025Q3: 2,758,629 shares; 2025Q4: 3,124,086 shares 3,124,086 $86.3M 0.12% +365,457 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 424,382 shares; 2024Q4: 422,278 shares; 2025Q1: 430,716 shares; 2025Q2: 416,098 shares; 2025Q3: 391,409 shares; 2025Q4: 355,851 shares 355,851 $85.8M 0.11% -35,558 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 641,824 shares; 2024Q4: 646,644 shares; 2025Q1: 664,202 shares; 2025Q2: 645,214 shares; 2025Q3: 636,733 shares; 2025Q4: 606,332 shares 606,332 $85.6M 0.11% -30,401 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,088,591 shares; 2024Q4: 1,096,288 shares; 2025Q1: 1,101,938 shares; 2025Q2: 1,067,859 shares; 2025Q3: 1,026,657 shares; 2025Q4: 996,505 shares 996,505 $85.5M 0.11% -30,152 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,918 shares; 2024Q4: 928,628 shares; 2025Q1: 1,776,686 shares; 2025Q2: 2,195,667 shares; 2025Q3: 2,945,044 shares; 2025Q4: 3,187,018 shares 3,187,018 $85M 0.11% +241,974 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 872,054 shares; 2024Q4: 863,189 shares; 2025Q1: 893,801 shares; 2025Q2: 832,119 shares; 2025Q3: 789,908 shares; 2025Q4: 678,605 shares 678,605 $85M 0.11% -111,303 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,405 shares; 2024Q4: 96,376 shares; 2025Q1: 112,821 shares; 2025Q2: 130,121 shares; 2025Q3: 131,789 shares; 2025Q4: 129,848 shares 129,848 $84.9M 0.11% -1,941 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,989,928 shares; 2024Q4: 3,192,323 shares; 2025Q1: 3,023,097 shares; 2025Q2: 2,939,691 shares; 2025Q3: 2,796,039 shares; 2025Q4: 2,860,709 shares 2,860,709 $84.5M 0.11% +64,670 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,469,937 shares; 2024Q4: 1,430,565 shares; 2025Q1: 1,426,547 shares; 2025Q2: 1,367,310 shares; 2025Q3: 1,309,088 shares; 2025Q4: 1,181,626 shares 1,181,626 $84.4M 0.11% -127,462 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,440,054 shares; 2024Q4: 1,482,814 shares; 2025Q1: 1,816,993 shares; 2025Q2: 1,676,974 shares; 2025Q3: 1,600,953 shares; 2025Q4: 1,537,251 shares 1,537,251 $84.2M 0.11% -63,702 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 833,916 shares; 2024Q4: 1,667,449 shares; 2025Q1: 1,991,298 shares; 2025Q2: 1,749,825 shares; 2025Q3: 1,600,728 shares; 2025Q4: 2,225,336 shares 2,225,336 $84.1M 0.11% +624,608 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 589,287 shares; 2024Q4: 597,158 shares; 2025Q1: 622,017 shares; 2025Q2: 604,037 shares; 2025Q3: 547,110 shares; 2025Q4: 490,157 shares 490,157 $83.8M 0.11% -56,953 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 640,305 shares; 2024Q4: 921,565 shares; 2025Q1: 1,120,684 shares; 2025Q2: 1,267,668 shares; 2025Q3: 1,396,195 shares; 2025Q4: 2,304,251 shares 2,304,251 $83.8M 0.11% +908,056 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 884,668 shares; 2024Q4: 889,207 shares; 2025Q1: 971,283 shares; 2025Q2: 1,021,316 shares; 2025Q3: 1,098,197 shares; 2025Q4: 1,172,628 shares 1,172,628 $83.8M 0.11% +74,431 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,540,028 shares; 2024Q4: 1,520,773 shares; 2025Q1: 1,400,728 shares; 2025Q2: 1,141,009 shares; 2025Q3: 1,121,253 shares; 2025Q4: 904,210 shares 904,210 $83.6M 0.11% -217,043 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,725,016 shares; 2024Q4: 1,672,444 shares; 2025Q1: 1,682,455 shares; 2025Q2: 1,697,165 shares; 2025Q3: 1,916,600 shares; 2025Q4: 1,941,802 shares 1,941,802 $83.4M 0.11% +25,202 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,959 shares; 2024Q4: 343,753 shares; 2025Q1: 470,806 shares; 2025Q2: 724,972 shares; 2025Q3: 728,389 shares; 2025Q4: 823,845 shares 823,845 $82.7M 0.11% +95,456 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 577,916 shares; 2025Q3: 1,641,956 shares; 2025Q4: 2,467,105 shares 2,467,105 $82.2M 0.11% +825,149 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,047,143 shares; 2024Q4: 1,031,964 shares; 2025Q1: 1,019,475 shares; 2025Q2: 1,026,551 shares; 2025Q3: 938,460 shares; 2025Q4: 1,818,072 shares 1,818,072 $81.3M 0.11% +879,612 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,748,635 shares; 2024Q4: 1,840,482 shares; 2025Q1: 1,764,438 shares; 2025Q2: 1,634,549 shares; 2025Q3: 1,546,963 shares; 2025Q4: 929,344 shares 929,344 $81M 0.11% -617,619 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,142,264 shares; 2024Q4: 1,282,702 shares; 2025Q1: 1,538,389 shares; 2025Q2: 1,275,063 shares; 2025Q3: 1,177,834 shares; 2025Q4: 1,071,701 shares 1,071,701 $80.4M 0.11% -106,133 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 155 shares; 2025Q1: 164 shares; 2025Q2: 134 shares; 2025Q3: 120 shares; 2025Q4: 105 shares 105 $79.3M 0.11% -15 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 795,914 shares; 2024Q4: 752,558 shares; 2025Q1: 791,445 shares; 2025Q2: 837,859 shares; 2025Q3: 653,287 shares; 2025Q4: 643,678 shares 643,678 $78.3M 0.1% -9,609 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,056,077 shares; 2024Q4: 4,068,664 shares; 2025Q1: 4,173,634 shares; 2025Q2: 3,828,137 shares; 2025Q3: 3,501,819 shares; 2025Q4: 3,145,220 shares 3,145,220 $78.1M 0.1% -356,599 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405,722 shares; 2024Q4: 414,874 shares; 2025Q1: 434,642 shares; 2025Q2: 416,206 shares; 2025Q3: 376,538 shares; 2025Q4: 357,997 shares 357,997 $77.7M 0.1% -18,541 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,037,157 shares; 2024Q4: 1,058,825 shares; 2025Q1: 1,092,554 shares; 2025Q2: 1,057,031 shares; 2025Q3: 985,133 shares; 2025Q4: 888,754 shares 888,754 $77.5M 0.1% -96,379 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,415 shares; 2024Q4: 316,605 shares; 2025Q1: 382,240 shares; 2025Q2: 350,996 shares; 2025Q3: 331,463 shares; 2025Q4: 271,179 shares 271,179 $77.4M 0.1% -60,284 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340,434 shares; 2024Q4: 343,463 shares; 2025Q1: 358,202 shares; 2025Q2: 358,786 shares; 2025Q3: 318,170 shares; 2025Q4: 300,552 shares 300,552 $77.2M 0.1% -17,618 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 487,435 shares; 2025Q1: 446,583 shares; 2025Q2: 514,099 shares; 2025Q3: 426,094 shares; 2025Q4: 449,917 shares 449,917 $77M 0.1% +23,823 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 958,500 shares; 2024Q4: 986,250 shares; 2025Q1: 1,016,204 shares; 2025Q2: 823,830 shares; 2025Q3: 765,658 shares; 2025Q4: 808,836 shares 808,836 $76.9M 0.1% +43,178 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,875,896 shares; 2024Q4: 1,939,706 shares; 2025Q1: 2,105,854 shares; 2025Q2: 1,996,696 shares; 2025Q3: 2,023,406 shares; 2025Q4: 1,193,515 shares 1,193,515 $76.9M 0.1% -829,891 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 592,619 shares; 2024Q4: 561,128 shares; 2025Q1: 602,851 shares; 2025Q2: 544,421 shares; 2025Q3: 511,885 shares; 2025Q4: 477,822 shares 477,822 $76.6M 0.1% -34,063 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473,010 shares; 2024Q4: 499,436 shares; 2025Q1: 505,333 shares; 2025Q2: 459,593 shares; 2025Q3: 444,139 shares; 2025Q4: 428,227 shares 428,227 $76M 0.1% -15,912 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 994,625 shares; 2024Q4: 1,094,056 shares; 2025Q1: 1,578,331 shares; 2025Q2: 1,898,865 shares; 2025Q3: 1,859,335 shares; 2025Q4: 2,116,422 shares 2,116,422 $75.4M 0.1% +257,087 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 951,614 shares; 2024Q4: 916,359 shares; 2025Q1: 911,709 shares; 2025Q2: 830,040 shares; 2025Q3: 730,204 shares; 2025Q4: 662,711 shares 662,711 $75.4M 0.1% -67,493 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,620,974 shares; 2024Q4: 2,946,315 shares; 2025Q1: 3,164,414 shares; 2025Q2: 3,702,965 shares; 2025Q3: 3,006,578 shares; 2025Q4: 3,312,217 shares 3,312,217 $75M 0.1% +305,639 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,855 shares; 2024Q4: 295,221 shares; 2025Q1: 299,203 shares; 2025Q2: 317,193 shares; 2025Q3: 274,284 shares; 2025Q4: 226,624 shares 226,624 $74.8M 0.1% -47,660 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 824,039 shares; 2024Q4: 893,322 shares; 2025Q1: 937,055 shares; 2025Q2: 989,700 shares; 2025Q3: 921,878 shares; 2025Q4: 978,734 shares 978,734 $73.8M 0.1% +56,856 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367,210 shares; 2024Q4: 389,751 shares; 2025Q1: 421,259 shares; 2025Q2: 852,408 shares; 2025Q3: 826,781 shares; 2025Q4: 955,260 shares 955,260 $73.6M 0.1% +128,479 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 788,681 shares; 2024Q4: 842,613 shares; 2025Q1: 955,336 shares; 2025Q2: 962,249 shares; 2025Q3: 1,101,552 shares; 2025Q4: 968,781 shares 968,781 $73.4M 0.1% -132,771 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,587 shares; 2024Q4: 241,212 shares; 2025Q1: 797,987 shares; 2025Q2: 932,398 shares; 2025Q3: 1,086,246 shares; 2025Q4: 1,347,529 shares 1,347,529 $72.9M 0.1% +261,283 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 626,685 shares; 2024Q4: 760,356 shares; 2025Q1: 966,182 shares; 2025Q2: 1,025,317 shares; 2025Q3: 1,006,824 shares; 2025Q4: 1,012,384 shares 1,012,384 $72.6M 0.1% +5,560 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,732 shares; 2024Q4: 234,645 shares; 2025Q1: 230,679 shares; 2025Q2: 278,397 shares; 2025Q3: 280,094 shares; 2025Q4: 240,689 shares 240,689 $72.5M 0.1% -39,405 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430,516 shares; 2024Q4: 446,628 shares; 2025Q1: 466,964 shares; 2025Q2: 463,321 shares; 2025Q3: 442,825 shares; 2025Q4: 408,037 shares 408,037 $72.4M 0.1% -34,788 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,095,854 shares; 2024Q4: 1,298,163 shares; 2025Q1: 1,351,512 shares; 2025Q2: 1,346,019 shares; 2025Q3: 1,320,356 shares; 2025Q4: 1,138,999 shares 1,138,999 $72M 0.1% -181,357 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499,087 shares; 2024Q4: 793,432 shares; 2025Q1: 907,818 shares; 2025Q2: 1,010,943 shares; 2025Q3: 1,212,418 shares; 2025Q4: 1,338,379 shares 1,338,379 $71.4M 0.1% +125,961 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,793,930 shares; 2024Q4: 1,964,602 shares; 2025Q1: 2,074,151 shares; 2025Q2: 2,291,900 shares; 2025Q3: 2,361,585 shares; 2025Q4: 2,597,865 shares 2,597,865 $71.1M 0.09% +236,280 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 968,734 shares; 2024Q4: 1,196,061 shares; 2025Q1: 1,435,659 shares; 2025Q2: 1,839,890 shares; 2025Q3: 1,808,922 shares; 2025Q4: 1,928,409 shares 1,928,409 $71.1M 0.09% +119,487 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,392 shares; 2024Q4: 181,986 shares; 2025Q1: 185,173 shares; 2025Q2: 174,377 shares; 2025Q3: 164,310 shares; 2025Q4: 152,040 shares 152,040 $70.8M 0.09% -12,270 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,217 shares; 2024Q4: 191,006 shares; 2025Q1: 185,451 shares; 2025Q2: 195,574 shares; 2025Q3: 162,608 shares; 2025Q4: 150,164 shares 150,164 $70.4M 0.09% -12,444 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,124 shares; 2024Q4: 308,570 shares; 2025Q1: 311,640 shares; 2025Q2: 301,931 shares; 2025Q3: 265,258 shares; 2025Q4: 258,785 shares 258,785 $70.2M 0.09% -6,473 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 906,175 shares; 2024Q4: 894,168 shares; 2025Q1: 959,931 shares; 2025Q2: 916,922 shares; 2025Q3: 783,148 shares; 2025Q4: 729,717 shares 729,717 $70.1M 0.09% -53,431 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,312 shares; 2024Q4: 268,371 shares; 2025Q1: 267,541 shares; 2025Q2: 243,718 shares; 2025Q3: 224,817 shares; 2025Q4: 219,580 shares 219,580 $69.9M 0.09% -5,237 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 740,357 shares; 2024Q4: 649,424 shares; 2025Q1: 902,085 shares; 2025Q2: 928,738 shares; 2025Q3: 514,574 shares; 2025Q4: 763,768 shares 763,768 $69.8M 0.09% +249,194 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,792 shares; 2024Q4: 216,785 shares; 2025Q1: 228,397 shares; 2025Q2: 215,766 shares; 2025Q3: 203,708 shares; 2025Q4: 186,418 shares 186,418 $69.6M 0.09% -17,290 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,170,856 shares; 2024Q4: 1,274,448 shares; 2025Q1: 1,288,407 shares; 2025Q2: 1,170,983 shares; 2025Q3: 1,074,144 shares; 2025Q4: 1,245,508 shares 1,245,508 $67.2M 0.09% +171,364 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,061,023 shares; 2024Q4: 1,332,957 shares; 2025Q1: 1,475,934 shares; 2025Q2: 1,565,424 shares; 2025Q3: 1,632,806 shares; 2025Q4: 1,755,694 shares 1,755,694 $66.9M 0.09% +122,888 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317,898 shares; 2024Q4: 320,815 shares; 2025Q1: 334,028 shares; 2025Q2: 326,403 shares; 2025Q3: 299,480 shares; 2025Q4: 252,392 shares 252,392 $66.9M 0.09% -47,088 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 369,676 shares; 2024Q4: 402,696 shares; 2025Q1: 428,918 shares; 2025Q2: 442,004 shares; 2025Q3: 450,445 shares; 2025Q4: 472,525 shares 472,525 $66.7M 0.09% +22,080 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 693,713 shares; 2024Q4: 733,471 shares; 2025Q1: 804,604 shares; 2025Q2: 823,232 shares; 2025Q3: 982,892 shares; 2025Q4: 1,561,163 shares 1,561,163 $66.6M 0.09% +578,271 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 509,869 shares; 2024Q4: 519,037 shares; 2025Q1: 524,878 shares; 2025Q2: 403,019 shares; 2025Q3: 394,937 shares; 2025Q4: 428,841 shares 428,841 $66.5M 0.09% +33,904 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479,671 shares; 2024Q4: 502,780 shares; 2025Q1: 600,204 shares; 2025Q2: 599,617 shares; 2025Q3: 588,702 shares; 2025Q4: 678,284 shares 678,284 $66.3M 0.09% +89,582 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 403,693 shares; 2024Q4: 488,656 shares; 2025Q1: 504,285 shares; 2025Q2: 499,359 shares; 2025Q3: 471,938 shares; 2025Q4: 469,215 shares 469,215 $66.2M 0.09% -2,723 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 168,144 shares; 2025Q2: 1,792,557 shares; 2025Q3: 2,053,872 shares; 2025Q4: 2,274,680 shares 2,274,680 $66M 0.09% +220,808 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500,036 shares; 2024Q4: 1,613,108 shares; 2025Q1: 1,712,751 shares; 2025Q2: 2,241,726 shares; 2025Q3: 2,272,239 shares; 2025Q4: 784,092 shares 784,092 $65.7M 0.09% -1,488,147 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,617 shares; 2024Q4: 265,852 shares; 2025Q1: 655,325 shares; 2025Q2: 668,997 shares; 2025Q3: 609,714 shares; 2025Q4: 614,591 shares 614,591 $65.6M 0.09% +4,877 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 578,238 shares; 2024Q4: 585,298 shares; 2025Q1: 601,797 shares; 2025Q2: 596,308 shares; 2025Q3: 580,390 shares; 2025Q4: 553,188 shares 553,188 $64.8M 0.09% -27,202 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 882,028 shares; 2024Q4: 904,026 shares; 2025Q1: 911,361 shares; 2025Q2: 866,196 shares; 2025Q3: 777,652 shares; 2025Q4: 621,688 shares 621,688 $64.7M 0.09% -155,964 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 486,959 shares; 2024Q4: 430,156 shares; 2025Q1: 446,386 shares; 2025Q2: 1,670,634 shares; 2025Q3: 1,577,772 shares; 2025Q4: 1,539,298 shares 1,539,298 $64.5M 0.09% -38,474 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 586,721 shares; 2024Q4: 603,040 shares; 2025Q1: 573,369 shares; 2025Q2: 641,703 shares; 2025Q3: 668,057 shares; 2025Q4: 675,765 shares 675,765 $64.3M 0.09% +7,708 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,371 shares; 2024Q4: 304,691 shares; 2025Q1: 302,211 shares; 2025Q2: 270,703 shares; 2025Q3: 225,241 shares; 2025Q4: 212,659 shares 212,659 $64.2M 0.09% -12,582 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 616,317 shares; 2024Q4: 630,518 shares; 2025Q1: 687,690 shares; 2025Q2: 664,375 shares; 2025Q3: 666,858 shares; 2025Q4: 642,748 shares 642,748 $63.8M 0.08% -24,110 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 665,351 shares; 2024Q4: 678,722 shares; 2025Q1: 688,005 shares; 2025Q2: 668,296 shares; 2025Q3: 500,384 shares; 2025Q4: 410,298 shares 410,298 $63.5M 0.08% -90,086 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 964,752 shares; 2024Q4: 1,159,856 shares; 2025Q1: 1,406,520 shares; 2025Q2: 1,727,871 shares; 2025Q3: 1,804,538 shares; 2025Q4: 1,814,387 shares 1,814,387 $62.9M 0.08% +9,849 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,037 shares; 2024Q4: 296,086 shares; 2025Q1: 429,228 shares; 2025Q2: 488,814 shares; 2025Q3: 490,020 shares; 2025Q4: 484,522 shares 484,522 $62.6M 0.08% -5,498 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 718,923 shares; 2024Q4: 690,552 shares; 2025Q1: 705,152 shares; 2025Q2: 659,370 shares; 2025Q3: 660,311 shares; 2025Q4: 667,480 shares 667,480 $62.2M 0.08% +7,169 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 577,915 shares; 2024Q4: 737,801 shares; 2025Q1: 856,827 shares; 2025Q2: 895,290 shares; 2025Q3: 820,995 shares; 2025Q4: 759,955 shares 759,955 $62.1M 0.08% -61,040 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 815,180 shares; 2024Q4: 807,945 shares; 2025Q1: 774,591 shares; 2025Q2: 786,208 shares; 2025Q3: 843,355 shares; 2025Q4: 775,950 shares 775,950 $61.9M 0.08% -67,405 Timeline FFLG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 851,602 shares; 2024Q4: 1,128,408 shares; 2025Q1: 952,952 shares; 2025Q2: 2,225,452 shares; 2025Q3: 2,207,812 shares; 2025Q4: 2,033,916 shares 2,033,916 $60.9M 0.08% -173,896 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 624,068 shares; 2024Q4: 614,443 shares; 2025Q1: 581,839 shares; 2025Q2: 571,223 shares; 2025Q3: 504,084 shares; 2025Q4: 458,521 shares 458,521 $60.9M 0.08% -45,563 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,619 shares; 2024Q4: 55,866 shares; 2025Q1: 63,732 shares; 2025Q2: 66,585 shares; 2025Q3: 59,887 shares; 2025Q4: 55,871 shares 55,871 $59.8M 0.08% -4,016 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 512,147 shares; 2025Q1: 613,309 shares; 2025Q2: 595,820 shares; 2025Q3: 531,304 shares; 2025Q4: 453,664 shares 453,664 $59.4M 0.08% -77,640 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,273 shares; 2024Q4: 252,907 shares; 2025Q1: 268,753 shares; 2025Q2: 231,660 shares; 2025Q3: 214,422 shares; 2025Q4: 206,148 shares 206,148 $59.3M 0.08% -8,274 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 530,362 shares; 2024Q4: 560,877 shares; 2025Q1: 547,968 shares; 2025Q2: 498,494 shares; 2025Q3: 433,517 shares; 2025Q4: 635,255 shares 635,255 $59.1M 0.08% +201,738 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 785,267 shares; 2024Q4: 736,738 shares; 2025Q1: 744,124 shares; 2025Q2: 801,588 shares; 2025Q3: 646,460 shares; 2025Q4: 607,966 shares 607,966 $58.9M 0.08% -38,494 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 628,005 shares; 2024Q4: 822,928 shares; 2025Q1: 996,316 shares; 2025Q2: 945,768 shares; 2025Q3: 1,024,084 shares; 2025Q4: 1,176,318 shares 1,176,318 $58.8M 0.08% +152,234 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 369,304 shares; 2024Q4: 377,061 shares; 2025Q1: 378,318 shares; 2025Q2: 368,801 shares; 2025Q3: 317,491 shares; 2025Q4: 299,827 shares 299,827 $58.5M 0.08% -17,664 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 741,731 shares; 2024Q4: 728,590 shares; 2025Q1: 729,831 shares; 2025Q2: 747,315 shares; 2025Q3: 716,191 shares; 2025Q4: 658,393 shares 658,393 $58.3M 0.08% -57,798 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 578,481 shares; 2024Q4: 592,915 shares; 2025Q1: 641,250 shares; 2025Q2: 638,339 shares; 2025Q3: 645,366 shares; 2025Q4: 636,066 shares 636,066 $58.2M 0.08% -9,300 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 552,627 shares; 2024Q4: 547,169 shares; 2025Q1: 557,617 shares; 2025Q2: 559,083 shares; 2025Q3: 466,424 shares; 2025Q4: 434,589 shares 434,589 $57.5M 0.08% -31,835 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,232,552 shares; 2024Q4: 1,393,244 shares; 2025Q1: 1,527,790 shares; 2025Q2: 1,291,662 shares; 2025Q3: 1,191,146 shares; 2025Q4: 1,212,136 shares 1,212,136 $56.7M 0.08% +20,990 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 768,648 shares; 2024Q4: 540,290 shares; 2025Q1: 464,980 shares; 2025Q2: 425,773 shares; 2025Q3: 400,467 shares; 2025Q4: 376,284 shares 376,284 $56.1M 0.07% -24,183 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 647,373 shares; 2024Q4: 746,087 shares; 2025Q1: 687,838 shares; 2025Q2: 654,365 shares; 2025Q3: 526,799 shares; 2025Q4: 492,150 shares 492,150 $56M 0.07% -34,649 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 691,399 shares; 2024Q4: 735,307 shares; 2025Q1: 1,567,223 shares; 2025Q2: 1,020,206 shares; 2025Q3: 1,133,377 shares; 2025Q4: 1,181,018 shares 1,181,018 $55.9M 0.07% +47,641 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,470,612 shares; 2024Q4: 1,606,759 shares; 2025Q1: 1,824,041 shares; 2025Q2: 2,099,696 shares; 2025Q3: 2,021,436 shares; 2025Q4: 2,144,817 shares 2,144,817 $55.8M 0.07% +123,381 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 719,872 shares; 2024Q4: 688,137 shares; 2025Q1: 665,510 shares; 2025Q2: 727,329 shares; 2025Q3: 648,123 shares; 2025Q4: 634,007 shares 634,007 $55.5M 0.07% -14,116 Timeline FIVA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,115,908 shares; 2024Q4: 1,188,331 shares; 2025Q1: 1,370,613 shares; 2025Q2: 1,481,199 shares; 2025Q3: 1,403,723 shares; 2025Q4: 1,616,599 shares 1,616,599 $55.3M 0.07% +212,876 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294,489 shares; 2024Q4: 472,367 shares; 2025Q1: 723,792 shares; 2025Q2: 611,502 shares; 2025Q3: 668,019 shares; 2025Q4: 550,076 shares 550,076 $55.2M 0.07% -117,943 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 147,185 shares; 2025Q2: 907,617 shares; 2025Q3: 1,246,470 shares; 2025Q4: 1,428,117 shares 1,428,117 $55.1M 0.07% +181,647 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 363,323 shares; 2024Q4: 355,141 shares; 2025Q1: 377,004 shares; 2025Q2: 357,298 shares; 2025Q3: 356,745 shares; 2025Q4: 353,861 shares 353,861 $54.4M 0.07% -2,884 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 631,885 shares; 2024Q4: 659,114 shares; 2025Q1: 682,146 shares; 2025Q2: 855,909 shares; 2025Q3: 803,500 shares; 2025Q4: 698,650 shares 698,650 $54.3M 0.07% -104,850 Timeline CVIE MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650,729 shares; 2024Q4: 676,055 shares; 2025Q1: 678,255 shares; 2025Q2: 704,739 shares; 2025Q3: 729,363 shares; 2025Q4: 756,310 shares 756,310 $53.9M 0.07% +26,947 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,658 shares; 2024Q4: 270,496 shares; 2025Q1: 421,013 shares; 2025Q2: 420,770 shares; 2025Q3: 483,397 shares; 2025Q4: 488,746 shares 488,746 $53.8M 0.07% +5,349 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,150,464 shares; 2024Q4: 1,066,496 shares; 2025Q1: 1,060,172 shares; 2025Q2: 984,484 shares; 2025Q3: 872,381 shares; 2025Q4: 835,931 shares 835,931 $53.8M 0.07% -36,450 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,387 shares; 2024Q4: 291,210 shares; 2025Q1: 301,333 shares; 2025Q2: 300,221 shares; 2025Q3: 270,113 shares; 2025Q4: 244,839 shares 244,839 $53.8M 0.07% -25,274 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,590,530 shares; 2024Q4: 1,732,734 shares; 2025Q1: 1,454,208 shares; 2025Q2: 1,312,044 shares; 2025Q3: 1,239,496 shares; 2025Q4: 1,260,164 shares 1,260,164 $53.6M 0.07% +20,668 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,223 shares; 2024Q4: 122,880 shares; 2025Q1: 135,336 shares; 2025Q2: 161,085 shares; 2025Q3: 152,377 shares; 2025Q4: 150,986 shares 150,986 $53.3M 0.07% -1,391 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 402,997 shares; 2024Q4: 555,965 shares; 2025Q1: 1,145,061 shares; 2025Q2: 895,402 shares; 2025Q3: 1,022,612 shares; 2025Q4: 1,047,661 shares 1,047,661 $53M 0.07% +25,049 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 905,006 shares; 2024Q4: 938,226 shares; 2025Q1: 967,975 shares; 2025Q2: 1,019,698 shares; 2025Q3: 1,087,780 shares; 2025Q4: 1,097,179 shares 1,097,179 $52.6M 0.07% +9,399 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,011 shares; 2024Q4: 274,092 shares; 2025Q1: 406,770 shares; 2025Q2: 429,556 shares; 2025Q3: 442,786 shares; 2025Q4: 534,011 shares 534,011 $52.5M 0.07% +91,225 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 384,395 shares; 2024Q4: 418,313 shares; 2025Q1: 451,717 shares; 2025Q2: 463,841 shares; 2025Q3: 408,412 shares; 2025Q4: 527,433 shares 527,433 $52.3M 0.07% +119,021 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 777,898 shares; 2024Q4: 782,624 shares; 2025Q1: 863,812 shares; 2025Q2: 633,518 shares; 2025Q3: 615,872 shares; 2025Q4: 593,418 shares 593,418 $52.3M 0.07% -22,454 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 366,857 shares; 2024Q4: 375,269 shares; 2025Q1: 462,602 shares; 2025Q2: 399,263 shares; 2025Q3: 389,985 shares; 2025Q4: 321,973 shares 321,973 $51.8M 0.07% -68,012 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,486,750 shares; 2024Q4: 1,640,322 shares; 2025Q1: 1,700,031 shares; 2025Q2: 1,826,770 shares; 2025Q3: 1,939,836 shares; 2025Q4: 1,974,367 shares 1,974,367 $51.8M 0.07% +34,531 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,386,938 shares; 2024Q4: 1,434,537 shares; 2025Q1: 1,346,020 shares; 2025Q2: 1,206,620 shares; 2025Q3: 1,145,707 shares; 2025Q4: 1,079,818 shares 1,079,818 $51.6M 0.07% -65,889 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,228,362 shares; 2024Q4: 1,259,692 shares; 2025Q1: 1,260,622 shares; 2025Q2: 1,369,628 shares; 2025Q3: 1,424,646 shares; 2025Q4: 1,491,106 shares 1,491,106 $51.4M 0.07% +66,460 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,374 shares; 2024Q4: 196,654 shares; 2025Q1: 194,300 shares; 2025Q2: 194,427 shares; 2025Q3: 210,501 shares; 2025Q4: 204,208 shares 204,208 $51.3M 0.07% -6,293 Timeline JULW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,471,569 shares; 2024Q4: 1,463,214 shares; 2025Q1: 1,404,941 shares; 2025Q2: 1,451,743 shares; 2025Q3: 1,430,220 shares; 2025Q4: 1,309,856 shares 1,309,856 $51.2M 0.07% -120,364 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,050 shares; 2024Q4: 378,144 shares; 2025Q1: 475,099 shares; 2025Q2: 504,288 shares; 2025Q3: 581,980 shares; 2025Q4: 619,237 shares 619,237 $51M 0.07% +37,257 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 655,033 shares; 2024Q4: 657,759 shares; 2025Q1: 687,495 shares; 2025Q2: 719,429 shares; 2025Q3: 702,530 shares; 2025Q4: 685,890 shares 685,890 $50.4M 0.07% -16,640 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,629 shares; 2024Q4: 174,856 shares; 2025Q1: 168,211 shares; 2025Q2: 159,272 shares; 2025Q3: 139,995 shares; 2025Q4: 143,614 shares 143,614 $50.3M 0.07% +3,619 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 619,433 shares; 2024Q4: 635,128 shares; 2025Q1: 669,673 shares; 2025Q2: 555,511 shares; 2025Q3: 569,697 shares; 2025Q4: 606,254 shares 606,254 $50M 0.07% +36,557 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,187,848 shares; 2024Q4: 1,238,124 shares; 2025Q1: 1,230,605 shares; 2025Q2: 970,763 shares; 2025Q3: 948,524 shares; 2025Q4: 991,532 shares 991,532 $49.9M 0.07% +43,008 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,420,733 shares; 2024Q4: 1,361,597 shares; 2025Q1: 1,532,259 shares; 2025Q2: 1,453,624 shares; 2025Q3: 1,550,102 shares; 2025Q4: 1,509,808 shares 1,509,808 $49.9M 0.07% -40,294 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,883 shares; 2024Q4: 227,972 shares; 2025Q1: 269,547 shares; 2025Q2: 244,328 shares; 2025Q3: 285,721 shares; 2025Q4: 236,664 shares 236,664 $49.5M 0.07% -49,057 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 778,234 shares; 2024Q4: 794,018 shares; 2025Q1: 859,799 shares; 2025Q2: 939,994 shares; 2025Q3: 986,766 shares; 2025Q4: 1,076,414 shares 1,076,414 $48.9M 0.07% +89,648 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 472,955 shares; 2024Q4: 438,252 shares; 2025Q1: 462,374 shares; 2025Q2: 409,416 shares; 2025Q3: 321,537 shares; 2025Q4: 303,879 shares 303,879 $48.7M 0.06% -17,658 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,220 shares; 2024Q4: 159,497 shares; 2025Q1: 166,711 shares; 2025Q2: 156,992 shares; 2025Q3: 154,563 shares; 2025Q4: 137,912 shares 137,912 $48.5M 0.06% -16,651 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 881,183 shares; 2024Q4: 1,063,502 shares; 2025Q1: 1,155,637 shares; 2025Q2: 1,681,502 shares; 2025Q3: 1,329,535 shares; 2025Q4: 1,309,172 shares 1,309,172 $48.2M 0.06% -20,363 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,750 shares; 2024Q4: 292,402 shares; 2025Q1: 318,877 shares; 2025Q2: 324,804 shares; 2025Q3: 347,161 shares; 2025Q4: 341,414 shares 341,414 $48.2M 0.06% -5,747 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 724,927 shares; 2024Q4: 748,404 shares; 2025Q1: 755,697 shares; 2025Q2: 747,249 shares; 2025Q3: 733,056 shares; 2025Q4: 711,642 shares 711,642 $47.5M 0.06% -21,414 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,751 shares; 2024Q4: 219,416 shares; 2025Q1: 252,953 shares; 2025Q2: 209,387 shares; 2025Q3: 197,857 shares; 2025Q4: 397,693 shares 397,693 $47.5M 0.06% +199,836 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,271 shares; 2024Q4: 109,749 shares; 2025Q1: 113,948 shares; 2025Q2: 107,317 shares; 2025Q3: 91,625 shares; 2025Q4: 81,787 shares 81,787 $47.4M 0.06% -9,838 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 856,498 shares; 2024Q4: 1,889,072 shares; 2025Q1: 1,884,852 shares; 2025Q2: 1,961,550 shares; 2025Q3: 1,961,668 shares; 2025Q4: 1,969,527 shares 1,969,527 $47.3M 0.06% +7,859 Timeline AVNM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 625,690 shares; 2025Q2: 649,388 shares; 2025Q3: 654,291 shares; 2025Q4: 643,907 shares 643,907 $47.3M 0.06% -10,384 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,861 shares; 2024Q4: 217,688 shares; 2025Q1: 341,967 shares; 2025Q2: 538,487 shares; 2025Q3: 613,351 shares; 2025Q4: 918,752 shares 918,752 $47.1M 0.06% +305,401 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,943 shares; 2024Q4: 166,288 shares; 2025Q1: 175,264 shares; 2025Q2: 170,280 shares; 2025Q3: 156,967 shares; 2025Q4: 139,371 shares 139,371 $46.9M 0.06% -17,596 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 663,890 shares; 2024Q4: 611,235 shares; 2025Q1: 655,910 shares; 2025Q2: 600,138 shares; 2025Q3: 1,129,685 shares; 2025Q4: 1,072,268 shares 1,072,268 $46.9M 0.06% -57,417 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 748,895 shares; 2024Q4: 810,439 shares; 2025Q1: 663,572 shares; 2025Q2: 664,514 shares; 2025Q3: 445,203 shares; 2025Q4: 408,287 shares 408,287 $46.5M 0.06% -36,916 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,232,695 shares; 2024Q4: 1,290,546 shares; 2025Q1: 1,173,208 shares; 2025Q2: 771,118 shares; 2025Q3: 696,243 shares; 2025Q4: 638,643 shares 638,643 $46.4M 0.06% -57,600 Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 487,890 shares; 2024Q4: 510,439 shares; 2025Q1: 529,898 shares; 2025Q2: 534,710 shares; 2025Q3: 552,527 shares; 2025Q4: 549,838 shares 549,838 $46.3M 0.06% -2,689 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,592 shares; 2024Q4: 309,691 shares; 2025Q1: 592,581 shares; 2025Q2: 567,530 shares; 2025Q3: 630,000 shares; 2025Q4: 696,926 shares 696,926 $46.3M 0.06% +66,926 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340,237 shares; 2024Q4: 354,847 shares; 2025Q1: 412,190 shares; 2025Q2: 457,003 shares; 2025Q3: 453,415 shares; 2025Q4: 513,991 shares 513,991 $46.3M 0.06% +60,576 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 659,354 shares; 2024Q4: 870,283 shares; 2025Q1: 1,263,956 shares; 2025Q2: 1,418,540 shares; 2025Q3: 961,477 shares; 2025Q4: 916,338 shares 916,338 $46.1M 0.06% -45,139 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,148,624 shares; 2024Q4: 1,799,726 shares; 2025Q1: 2,610,442 shares; 2025Q2: 2,097,298 shares; 2025Q3: 1,248,486 shares; 2025Q4: 958,269 shares 958,269 $46.1M 0.06% -290,217 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 905,340 shares; 2024Q4: 950,514 shares; 2025Q1: 973,257 shares; 2025Q2: 1,011,144 shares; 2025Q3: 904,176 shares; 2025Q4: 896,707 shares 896,707 $45.8M 0.06% -7,469 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,282,146 shares; 2024Q4: 4,373,338 shares; 2025Q1: 4,285,288 shares; 2025Q2: 4,313,907 shares; 2025Q3: 4,090,515 shares; 2025Q4: 3,094,452 shares 3,094,452 $45.8M 0.06% -996,063 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 695,480 shares; 2024Q4: 744,548 shares; 2025Q1: 684,706 shares; 2025Q2: 668,910 shares; 2025Q3: 669,047 shares; 2025Q4: 654,144 shares 654,144 $45.6M 0.06% -14,903 Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,183,753 shares; 2024Q4: 1,256,517 shares; 2025Q1: 1,226,253 shares; 2025Q2: 1,254,878 shares; 2025Q3: 1,133,127 shares; 2025Q4: 1,165,773 shares 1,165,773 $45.5M 0.06% +32,646 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,343 shares; 2024Q4: 49,397 shares; 2025Q1: 54,303 shares; 2025Q2: 62,613 shares; 2025Q3: 63,053 shares; 2025Q4: 296,712 shares 296,712 $45.5M 0.06% +233,659 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,821 shares; 2024Q4: 176,271 shares; 2025Q1: 121,333 shares; 2025Q2: 257,054 shares; 2025Q3: 315,389 shares; 2025Q4: 380,048 shares 380,048 $45.3M 0.06% +64,659 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 665,164 shares; 2024Q4: 764,768 shares; 2025Q1: 808,263 shares; 2025Q2: 792,723 shares; 2025Q3: 767,986 shares; 2025Q4: 1,005,224 shares 1,005,224 $45.3M 0.06% +237,238 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 414,617 shares; 2024Q4: 392,556 shares; 2025Q1: 383,666 shares; 2025Q2: 376,028 shares; 2025Q3: 386,437 shares; 2025Q4: 386,843 shares 386,843 $45M 0.06% +406 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 469,685 shares; 2024Q4: 609,856 shares; 2025Q1: 612,373 shares; 2025Q2: 613,744 shares; 2025Q3: 623,801 shares; 2025Q4: 563,087 shares 563,087 $45M 0.06% -60,714 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327,368 shares; 2024Q4: 332,891 shares; 2025Q1: 383,544 shares; 2025Q2: 374,610 shares; 2025Q3: 453,249 shares; 2025Q4: 2,097,756 shares 2,097,756 $44.5M 0.06% +1,644,507 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,554 shares; 2024Q4: 193,567 shares; 2025Q1: 205,840 shares; 2025Q2: 194,494 shares; 2025Q3: 190,274 shares; 2025Q4: 172,386 shares 172,386 $44.3M 0.06% -17,888 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,752 shares; 2024Q4: 241,332 shares; 2025Q1: 291,910 shares; 2025Q2: 307,733 shares; 2025Q3: 351,353 shares; 2025Q4: 320,197 shares 320,197 $44.3M 0.06% -31,156 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,209,353 shares; 2024Q4: 10,183,502 shares; 2025Q1: 9,680,574 shares; 2025Q2: 9,213,437 shares; 2025Q3: 8,359,357 shares; 2025Q4: 6,988,246 shares 6,988,246 $44M 0.06% -1,371,111 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,228 shares; 2024Q4: 126,908 shares; 2025Q1: 147,507 shares; 2025Q2: 194,194 shares; 2025Q3: 202,308 shares; 2025Q4: 178,608 shares 178,608 $43.3M 0.06% -23,700 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,026,920 shares; 2024Q4: 1,023,562 shares; 2025Q1: 1,039,213 shares; 2025Q2: 1,008,508 shares; 2025Q3: 917,559 shares; 2025Q4: 896,941 shares 896,941 $42.9M 0.06% -20,618 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 631,002 shares; 2024Q4: 886,239 shares; 2025Q1: 955,636 shares; 2025Q2: 913,760 shares; 2025Q3: 816,101 shares; 2025Q4: 856,000 shares 856,000 $42.7M 0.06% +39,899 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,365 shares; 2024Q4: 216,110 shares; 2025Q1: 233,521 shares; 2025Q2: 221,486 shares; 2025Q3: 217,174 shares; 2025Q4: 201,535 shares 201,535 $42.6M 0.06% -15,639 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,481 shares; 2024Q4: 103,203 shares; 2025Q1: 106,833 shares; 2025Q2: 101,557 shares; 2025Q3: 88,088 shares; 2025Q4: 70,521 shares 70,521 $42.5M 0.06% -17,567 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377,476 shares; 2024Q4: 370,525 shares; 2025Q1: 390,867 shares; 2025Q2: 381,031 shares; 2025Q3: 367,296 shares; 2025Q4: 362,322 shares 362,322 $42.3M 0.06% -4,974 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,318 shares; 2024Q4: 54,998 shares; 2025Q1: 56,640 shares; 2025Q2: 54,203 shares; 2025Q3: 54,252 shares; 2025Q4: 51,872 shares 51,872 $42M 0.06% -2,380 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 853,930 shares; 2024Q4: 967,579 shares; 2025Q1: 946,913 shares; 2025Q2: 968,708 shares; 2025Q3: 894,465 shares; 2025Q4: 895,746 shares 895,746 $42M 0.06% +1,281 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 781,781 shares; 2024Q4: 763,063 shares; 2025Q1: 989,548 shares; 2025Q2: 908,073 shares; 2025Q3: 841,339 shares; 2025Q4: 867,132 shares 867,132 $41.9M 0.06% +25,793 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 482,901 shares; 2024Q4: 513,558 shares; 2025Q1: 581,137 shares; 2025Q2: 641,994 shares; 2025Q3: 1,545,547 shares; 2025Q4: 1,755,505 shares 1,755,505 $41.5M 0.06% +209,958 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,858 shares; 2024Q4: 217,889 shares; 2025Q1: 226,270 shares; 2025Q2: 204,725 shares; 2025Q3: 185,081 shares; 2025Q4: 179,037 shares 179,037 $41.4M 0.06% -6,044 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,384 shares; 2024Q4: 190,923 shares; 2025Q1: 225,659 shares; 2025Q2: 262,335 shares; 2025Q3: 264,448 shares; 2025Q4: 255,030 shares 255,030 $41.3M 0.06% -9,418 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,953 shares; 2024Q4: 82,377 shares; 2025Q1: 83,938 shares; 2025Q2: 81,169 shares; 2025Q3: 74,819 shares; 2025Q4: 72,289 shares 72,289 $41.2M 0.05% -2,530 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,377 shares; 2024Q4: 32,388 shares; 2025Q1: 33,705 shares; 2025Q2: 31,308 shares; 2025Q3: 35,074 shares; 2025Q4: 33,854 shares 33,854 $41.1M 0.05% -1,220 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,331 shares; 2025Q1: 47,642 shares; 2025Q2: 45,691 shares; 2025Q3: 41,943 shares; 2025Q4: 38,426 shares 38,426 $41.1M 0.05% -3,517 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,074 shares; 2024Q4: 164,179 shares; 2025Q1: 176,990 shares; 2025Q2: 180,574 shares; 2025Q3: 201,006 shares; 2025Q4: 266,437 shares 266,437 $40.8M 0.05% +65,431 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 577,736 shares; 2024Q4: 1,747,482 shares; 2025Q1: 1,757,424 shares; 2025Q2: 1,773,982 shares; 2025Q3: 1,768,452 shares; 2025Q4: 1,514,975 shares 1,514,975 $40.8M 0.05% -253,477 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,047,416 shares; 2024Q4: 2,018,545 shares; 2025Q1: 2,059,144 shares; 2025Q2: 1,825,251 shares; 2025Q3: 1,404,358 shares; 2025Q4: 1,312,161 shares 1,312,161 $40.6M 0.05% -92,197 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,995 shares; 2024Q4: 74,140 shares; 2025Q1: 75,504 shares; 2025Q2: 80,293 shares; 2025Q3: 72,612 shares; 2025Q4: 71,353 shares 71,353 $40.4M 0.05% -1,259 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 381,811 shares; 2024Q4: 402,695 shares; 2025Q1: 412,198 shares; 2025Q2: 732,843 shares; 2025Q3: 863,327 shares; 2025Q4: 1,014,039 shares 1,014,039 $40M 0.05% +150,712 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 607,657 shares; 2024Q4: 727,414 shares; 2025Q1: 697,847 shares; 2025Q2: 796,214 shares; 2025Q3: 656,617 shares; 2025Q4: 664,129 shares 664,129 $39.8M 0.05% +7,512 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,396 shares; 2024Q4: 413,463 shares; 2025Q1: 487,379 shares; 2025Q2: 532,493 shares; 2025Q3: 552,813 shares; 2025Q4: 530,018 shares 530,018 $39.6M 0.05% -22,795 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 978,390 shares; 2024Q4: 996,002 shares; 2025Q1: 443,220 shares; 2025Q2: 397,867 shares; 2025Q3: 286,618 shares; 2025Q4: 275,442 shares 275,442 $39.5M 0.05% -11,176 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,284 shares; 2024Q4: 52,101 shares; 2025Q1: 57,590 shares; 2025Q2: 48,678 shares; 2025Q3: 48,879 shares; 2025Q4: 48,008 shares 48,008 $39.4M 0.05% -871 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 853,609 shares; 2024Q4: 755,969 shares; 2025Q1: 909,769 shares; 2025Q2: 936,939 shares; 2025Q3: 931,902 shares; 2025Q4: 885,065 shares 885,065 $39.2M 0.05% -46,837 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,605,441 shares; 2024Q4: 1,358,984 shares; 2025Q1: 1,279,627 shares; 2025Q2: 1,156,177 shares; 2025Q3: 934,276 shares; 2025Q4: 833,647 shares 833,647 $39.2M 0.05% -100,629 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398,037 shares; 2024Q4: 693,621 shares; 2025Q1: 1,023,048 shares; 2025Q2: 1,103,793 shares; 2025Q3: 834,549 shares; 2025Q4: 992,989 shares 992,989 $39.1M 0.05% +158,440 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,178 shares; 2024Q4: 257,170 shares; 2025Q1: 322,557 shares; 2025Q2: 375,840 shares; 2025Q3: 461,351 shares; 2025Q4: 383,817 shares 383,817 $39M 0.05% -77,534 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 622,557 shares; 2024Q4: 787,742 shares; 2025Q1: 903,418 shares; 2025Q2: 1,198,247 shares; 2025Q3: 1,239,330 shares; 2025Q4: 1,250,817 shares 1,250,817 $38.9M 0.05% +11,487 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317,334 shares; 2024Q4: 354,429 shares; 2025Q1: 380,101 shares; 2025Q2: 392,809 shares; 2025Q3: 383,623 shares; 2025Q4: 384,220 shares 384,220 $38.4M 0.05% +597 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,483 shares; 2024Q4: 110,749 shares; 2025Q1: 119,948 shares; 2025Q2: 101,282 shares; 2025Q3: 99,618 shares; 2025Q4: 99,019 shares 99,019 $38.3M 0.05% -599 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 464,604 shares; 2024Q4: 571,803 shares; 2025Q1: 658,863 shares; 2025Q2: 737,938 shares; 2025Q3: 750,484 shares; 2025Q4: 766,927 shares 766,927 $38.2M 0.05% +16,443 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,477 shares; 2024Q4: 178,766 shares; 2025Q1: 186,497 shares; 2025Q2: 174,343 shares; 2025Q3: 171,384 shares; 2025Q4: 154,198 shares 154,198 $38M 0.05% -17,186 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,120 shares; 2024Q4: 134,037 shares; 2025Q1: 150,743 shares; 2025Q2: 133,894 shares; 2025Q3: 151,571 shares; 2025Q4: 157,408 shares 157,408 $38M 0.05% +5,837 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473,168 shares; 2024Q4: 479,901 shares; 2025Q1: 466,394 shares; 2025Q2: 469,458 shares; 2025Q3: 470,912 shares; 2025Q4: 470,613 shares 470,613 $37.6M 0.05% -299 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 805,483 shares; 2024Q4: 977,493 shares; 2025Q1: 1,094,509 shares; 2025Q2: 1,144,457 shares; 2025Q3: 1,307,228 shares; 2025Q4: 1,537,007 shares 1,537,007 $37.3M 0.05% +229,779 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,061,399 shares; 2024Q4: 1,110,130 shares; 2025Q1: 1,059,425 shares; 2025Q2: 1,084,063 shares; 2025Q3: 1,018,085 shares; 2025Q4: 1,106,838 shares 1,106,838 $37.1M 0.05% +88,753 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385,382 shares; 2024Q4: 396,219 shares; 2025Q1: 403,988 shares; 2025Q2: 395,337 shares; 2025Q3: 396,924 shares; 2025Q4: 381,901 shares 381,901 $37M 0.05% -15,023 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,219 shares; 2024Q4: 229,313 shares; 2025Q1: 267,269 shares; 2025Q2: 229,556 shares; 2025Q3: 246,691 shares; 2025Q4: 226,247 shares 226,247 $36.9M 0.05% -20,444 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 384,106 shares; 2024Q4: 633,842 shares; 2025Q1: 589,418 shares; 2025Q2: 595,860 shares; 2025Q3: 448,595 shares; 2025Q4: 474,222 shares 474,222 $36.9M 0.05% +25,627 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,657 shares; 2024Q4: 198,693 shares; 2025Q1: 204,892 shares; 2025Q2: 217,950 shares; 2025Q3: 188,594 shares; 2025Q4: 176,559 shares 176,559 $36.9M 0.05% -12,035 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,131 shares; 2024Q4: 171,071 shares; 2025Q1: 180,644 shares; 2025Q2: 168,413 shares; 2025Q3: 122,318 shares; 2025Q4: 113,468 shares 113,468 $36.8M 0.05% -8,850 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,263,196 shares; 2024Q4: 1,346,070 shares; 2025Q1: 1,457,052 shares; 2025Q2: 1,414,973 shares; 2025Q3: 1,191,291 shares; 2025Q4: 659,130 shares 659,130 $36.6M 0.05% -532,161 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,201 shares; 2024Q4: 76,704 shares; 2025Q1: 76,734 shares; 2025Q2: 72,991 shares; 2025Q3: 64,729 shares; 2025Q4: 64,300 shares 64,300 $36.5M 0.05% -429 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437,160 shares; 2024Q4: 477,495 shares; 2025Q1: 540,482 shares; 2025Q2: 576,128 shares; 2025Q3: 585,563 shares; 2025Q4: 760,766 shares 760,766 $36.4M 0.05% +175,203 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 460,653 shares; 2024Q4: 419,626 shares; 2025Q1: 425,461 shares; 2025Q2: 371,067 shares; 2025Q3: 362,490 shares; 2025Q4: 349,598 shares 349,598 $36.4M 0.05% -12,892 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 685,962 shares; 2024Q4: 674,956 shares; 2025Q1: 705,284 shares; 2025Q2: 676,371 shares; 2025Q3: 697,860 shares; 2025Q4: 763,542 shares 763,542 $35.9M 0.05% +65,682 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,064,093 shares; 2024Q4: 1,183,574 shares; 2025Q1: 1,251,459 shares; 2025Q2: 1,231,259 shares; 2025Q3: 1,162,679 shares; 2025Q4: 1,108,527 shares 1,108,527 $35.5M 0.05% -54,152 Timeline FFSM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,136 shares; 2024Q4: 180,673 shares; 2025Q1: 354,722 shares; 2025Q2: 364,386 shares; 2025Q3: 353,043 shares; 2025Q4: 1,156,899 shares 1,156,899 $35.5M 0.05% +803,856 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391,530 shares; 2024Q4: 391,006 shares; 2025Q1: 394,780 shares; 2025Q2: 392,688 shares; 2025Q3: 366,155 shares; 2025Q4: 352,697 shares 352,697 $35M 0.05% -13,458 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,279 shares; 2024Q4: 192,866 shares; 2025Q1: 224,829 shares; 2025Q2: 219,127 shares; 2025Q3: 215,676 shares; 2025Q4: 171,969 shares 171,969 $34.9M 0.05% -43,707 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,125 shares; 2024Q4: 44,038 shares; 2025Q1: 45,321 shares; 2025Q2: 42,298 shares; 2025Q3: 40,490 shares; 2025Q4: 39,628 shares 39,628 $34.8M 0.05% -862 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,859 shares; 2024Q4: 146,677 shares; 2025Q1: 146,022 shares; 2025Q2: 130,147 shares; 2025Q3: 123,288 shares; 2025Q4: 119,171 shares 119,171 $34.4M 0.05% -4,117 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 661,380 shares; 2024Q4: 510,922 shares; 2025Q1: 493,343 shares; 2025Q2: 443,195 shares; 2025Q3: 458,552 shares; 2025Q4: 432,854 shares 432,854 $34.4M 0.05% -25,698 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437,311 shares; 2024Q4: 451,039 shares; 2025Q1: 476,760 shares; 2025Q2: 479,466 shares; 2025Q3: 659,239 shares; 2025Q4: 781,573 shares 781,573 $34.3M 0.05% +122,334 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 421,461 shares; 2024Q4: 434,432 shares; 2025Q1: 448,817 shares; 2025Q2: 479,940 shares; 2025Q3: 508,334 shares; 2025Q4: 515,353 shares 515,353 $34.3M 0.05% +7,019 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,847 shares; 2024Q4: 101,753 shares; 2025Q1: 148,211 shares; 2025Q2: 161,672 shares; 2025Q3: 175,273 shares; 2025Q4: 166,721 shares 166,721 $34.2M 0.05% -8,552 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,573 shares; 2024Q4: 148,644 shares; 2025Q1: 146,803 shares; 2025Q2: 144,150 shares; 2025Q3: 143,854 shares; 2025Q4: 126,976 shares 126,976 $34.2M 0.05% -16,878 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 659,803 shares; 2024Q4: 833,014 shares; 2025Q1: 1,046,632 shares; 2025Q2: 1,054,259 shares; 2025Q3: 1,122,867 shares; 2025Q4: 1,408,626 shares 1,408,626 $34.1M 0.05% +285,759 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,835 shares; 2024Q4: 158,804 shares; 2025Q1: 169,216 shares; 2025Q2: 177,159 shares; 2025Q3: 180,307 shares; 2025Q4: 184,217 shares 184,217 $34.1M 0.05% +3,910 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 574,940 shares; 2024Q4: 594,000 shares; 2025Q1: 605,002 shares; 2025Q2: 587,481 shares; 2025Q3: 583,649 shares; 2025Q4: 581,561 shares 581,561 $34.1M 0.05% -2,088 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,588,175 shares; 2024Q4: 1,382,713 shares; 2025Q1: 1,363,328 shares; 2025Q2: 1,239,771 shares; 2025Q3: 1,034,766 shares; 2025Q4: 921,341 shares 921,341 $34M 0.05% -113,425 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 552,869 shares; 2024Q4: 539,179 shares; 2025Q1: 544,059 shares; 2025Q2: 553,452 shares; 2025Q3: 524,700 shares; 2025Q4: 618,966 shares 618,966 $33.9M 0.05% +94,266 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,774 shares; 2024Q4: 92,380 shares; 2025Q1: 98,583 shares; 2025Q2: 101,769 shares; 2025Q3: 92,188 shares; 2025Q4: 79,042 shares 79,042 $33.7M 0.04% -13,146 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,624 shares; 2024Q4: 113,345 shares; 2025Q1: 104,962 shares; 2025Q2: 96,711 shares; 2025Q3: 89,519 shares; 2025Q4: 86,001 shares 86,001 $33.5M 0.04% -3,518 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 726,799 shares; 2024Q4: 648,374 shares; 2025Q1: 693,311 shares; 2025Q2: 769,430 shares; 2025Q3: 735,060 shares; 2025Q4: 720,172 shares 720,172 $33.4M 0.04% -14,888 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,065 shares; 2024Q4: 110,970 shares; 2025Q1: 113,584 shares; 2025Q2: 112,145 shares; 2025Q3: 122,055 shares; 2025Q4: 121,303 shares 121,303 $33.4M 0.04% -752 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,093,228 shares; 2024Q4: 1,903,442 shares; 2025Q1: 1,536,733 shares; 2025Q2: 1,053,894 shares; 2025Q3: 851,233 shares; 2025Q4: 751,751 shares 751,751 $33.4M 0.04% -99,482 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,256 shares; 2024Q4: 61,978 shares; 2025Q1: 69,846 shares; 2025Q2: 93,500 shares; 2025Q3: 88,947 shares; 2025Q4: 78,965 shares 78,965 $33.3M 0.04% -9,982 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 672,297 shares; 2024Q4: 698,178 shares; 2025Q1: 735,758 shares; 2025Q2: 714,501 shares; 2025Q3: 695,515 shares; 2025Q4: 622,381 shares 622,381 $33.2M 0.04% -73,134 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338,769 shares; 2024Q4: 272,866 shares; 2025Q1: 298,088 shares; 2025Q2: 297,995 shares; 2025Q3: 297,980 shares; 2025Q4: 277,801 shares 277,801 $33.2M 0.04% -20,179 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,118 shares; 2024Q4: 340,782 shares; 2025Q1: 333,830 shares; 2025Q2: 308,340 shares; 2025Q3: 262,453 shares; 2025Q4: 251,428 shares 251,428 $33.1M 0.04% -11,025 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 337,494 shares; 2024Q4: 357,556 shares; 2025Q1: 364,979 shares; 2025Q2: 336,708 shares; 2025Q3: 343,125 shares; 2025Q4: 323,034 shares 323,034 $33.1M 0.04% -20,091 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479,885 shares; 2024Q4: 1,762,208 shares; 2025Q1: 1,886,838 shares; 2025Q2: 2,049,148 shares; 2025Q3: 1,898,469 shares; 2025Q4: 1,214,822 shares 1,214,822 $33.1M 0.04% -683,647 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 413,077 shares; 2024Q4: 476,187 shares; 2025Q1: 493,047 shares; 2025Q2: 506,587 shares; 2025Q3: 456,302 shares; 2025Q4: 396,649 shares 396,649 $32.8M 0.04% -59,653 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 511,338 shares; 2024Q4: 505,663 shares; 2025Q1: 507,934 shares; 2025Q2: 471,090 shares; 2025Q3: 444,256 shares; 2025Q4: 389,769 shares 389,769 $32.8M 0.04% -54,487 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,178 shares; 2024Q4: 272,813 shares; 2025Q1: 274,562 shares; 2025Q2: 327,871 shares; 2025Q3: 404,939 shares; 2025Q4: 396,655 shares 396,655 $32.7M 0.04% -8,284 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 624,902 shares; 2024Q4: 637,932 shares; 2025Q1: 675,606 shares; 2025Q2: 662,238 shares; 2025Q3: 621,649 shares; 2025Q4: 580,106 shares 580,106 $32.7M 0.04% -41,543 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,720 shares; 2024Q4: 126,080 shares; 2025Q1: 121,337 shares; 2025Q2: 126,022 shares; 2025Q3: 124,619 shares; 2025Q4: 113,029 shares 113,029 $32.6M 0.04% -11,590 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298,369 shares; 2024Q4: 399,644 shares; 2025Q1: 441,937 shares; 2025Q2: 398,302 shares; 2025Q3: 361,870 shares; 2025Q4: 326,033 shares 326,033 $32.6M 0.04% -35,837 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,531 shares; 2024Q4: 227,245 shares; 2025Q1: 238,472 shares; 2025Q2: 207,331 shares; 2025Q3: 206,140 shares; 2025Q4: 213,841 shares 213,841 $32.5M 0.04% +7,701 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 788,142 shares; 2024Q4: 741,987 shares; 2025Q1: 656,379 shares; 2025Q2: 570,408 shares; 2025Q3: 629,570 shares; 2025Q4: 337,467 shares 337,467 $32.5M 0.04% -292,103 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,386 shares; 2024Q4: 332,214 shares; 2025Q1: 469,963 shares; 2025Q2: 569,158 shares; 2025Q3: 438,310 shares; 2025Q4: 644,156 shares 644,156 $32.4M 0.04% +205,846 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324,016 shares; 2024Q4: 310,535 shares; 2025Q1: 382,748 shares; 2025Q2: 351,818 shares; 2025Q3: 309,596 shares; 2025Q4: 263,538 shares 263,538 $32.3M 0.04% -46,058 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 389,958 shares; 2024Q4: 400,310 shares; 2025Q1: 468,942 shares; 2025Q2: 382,333 shares; 2025Q3: 364,048 shares; 2025Q4: 344,796 shares 344,796 $32.3M 0.04% -19,252 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 875,550 shares; 2024Q4: 842,133 shares; 2025Q1: 840,086 shares; 2025Q2: 1,027,373 shares; 2025Q3: 1,015,966 shares; 2025Q4: 889,719 shares 889,719 $32.3M 0.04% -126,247 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,595 shares; 2024Q4: 69,567 shares; 2025Q1: 65,027 shares; 2025Q2: 62,682 shares; 2025Q3: 56,481 shares; 2025Q4: 62,976 shares 62,976 $32.1M 0.04% +6,495 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,326,336 shares; 2024Q4: 1,531,085 shares; 2025Q1: 1,523,883 shares; 2025Q2: 1,421,526 shares; 2025Q3: 1,325,295 shares; 2025Q4: 1,286,484 shares 1,286,484 $31.9M 0.04% -38,811 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 519,944 shares; 2024Q4: 523,252 shares; 2025Q1: 551,315 shares; 2025Q2: 491,535 shares; 2025Q3: 443,742 shares; 2025Q4: 427,973 shares 427,973 $31.8M 0.04% -15,769 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,785 shares; 2024Q4: 325,269 shares; 2025Q1: 637,235 shares; 2025Q2: 590,139 shares; 2025Q3: 619,897 shares; 2025Q4: 623,472 shares 623,472 $31.7M 0.04% +3,575 Timeline APRW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 930,144 shares; 2024Q4: 906,258 shares; 2025Q1: 883,899 shares; 2025Q2: 1,000,525 shares; 2025Q3: 933,275 shares; 2025Q4: 907,796 shares 907,796 $31.6M 0.04% -25,479 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,351,008 shares; 2024Q4: 1,431,909 shares; 2025Q1: 2,047,805 shares; 2025Q2: 1,285,879 shares; 2025Q3: 959,875 shares; 2025Q4: 1,244,379 shares 1,244,379 $31.3M 0.04% +284,504 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,191 shares; 2024Q4: 237,827 shares; 2025Q1: 219,443 shares; 2025Q2: 236,829 shares; 2025Q3: 203,347 shares; 2025Q4: 179,319 shares 179,319 $31.1M 0.04% -24,028 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 690,358 shares; 2024Q4: 673,299 shares; 2025Q1: 687,585 shares; 2025Q2: 645,793 shares; 2025Q3: 651,322 shares; 2025Q4: 630,990 shares 630,990 $31.1M 0.04% -20,332 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,115 shares; 2024Q4: 209,295 shares; 2025Q1: 377,369 shares; 2025Q2: 722,487 shares; 2025Q3: 759,630 shares; 2025Q4: 805,935 shares 805,935 $30.5M 0.04% +46,305 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334,048 shares; 2024Q4: 507,011 shares; 2025Q1: 584,587 shares; 2025Q2: 595,930 shares; 2025Q3: 635,265 shares; 2025Q4: 614,300 shares 614,300 $30.5M 0.04% -20,965 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,382 shares; 2024Q4: 104,883 shares; 2025Q1: 126,318 shares; 2025Q2: 176,171 shares; 2025Q3: 257,968 shares; 2025Q4: 266,143 shares 266,143 $30.5M 0.04% +8,175 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 718,608 shares; 2024Q4: 716,748 shares; 2025Q1: 744,985 shares; 2025Q2: 728,071 shares; 2025Q3: 703,555 shares; 2025Q4: 652,738 shares 652,738 $30.4M 0.04% -50,817 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 506,406 shares; 2025Q2: 511,887 shares; 2025Q3: 545,670 shares; 2025Q4: 623,367 shares 623,367 $30.3M 0.04% +77,697 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 806,344 shares; 2024Q4: 838,639 shares; 2025Q1: 849,555 shares; 2025Q2: 750,263 shares; 2025Q3: 609,114 shares; 2025Q4: 586,910 shares 586,910 $30.3M 0.04% -22,204 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 628,759 shares; 2024Q4: 687,900 shares; 2025Q1: 713,678 shares; 2025Q2: 789,698 shares; 2025Q3: 644,102 shares; 2025Q4: 599,479 shares 599,479 $30.2M 0.04% -44,623 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,550 shares; 2024Q4: 335,330 shares; 2025Q1: 319,799 shares; 2025Q2: 197,446 shares; 2025Q3: 202,322 shares; 2025Q4: 274,006 shares 274,006 $30.2M 0.04% +71,684 Timeline FLRG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 815,981 shares; 2024Q4: 853,458 shares; 2025Q1: 837,649 shares; 2025Q2: 836,351 shares; 2025Q3: 805,968 shares; 2025Q4: 795,544 shares 795,544 $30.2M 0.04% -10,424 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 454,719 shares; 2024Q4: 433,339 shares; 2025Q1: 505,216 shares; 2025Q2: 523,870 shares; 2025Q3: 504,901 shares; 2025Q4: 469,974 shares 469,974 $29.9M 0.04% -34,927 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,089,780 shares; 2024Q4: 841,213 shares; 2025Q1: 846,563 shares; 2025Q2: 910,310 shares; 2025Q3: 869,506 shares; 2025Q4: 822,894 shares 822,894 $29.8M 0.04% -46,612 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,502,340 shares; 2024Q4: 1,633,396 shares; 2025Q1: 1,690,838 shares; 2025Q2: 2,024,534 shares; 2025Q3: 1,865,708 shares; 2025Q4: 1,806,727 shares 1,806,727 $29.8M 0.04% -58,981 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,828 shares; 2024Q4: 193,390 shares; 2025Q1: 190,933 shares; 2025Q2: 192,066 shares; 2025Q3: 192,639 shares; 2025Q4: 186,232 shares 186,232 $29.8M 0.04% -6,407 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,173 shares; 2024Q4: 196,705 shares; 2025Q1: 206,580 shares; 2025Q2: 199,607 shares; 2025Q3: 138,219 shares; 2025Q4: 110,896 shares 110,896 $29.8M 0.04% -27,323 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,565 shares; 2024Q4: 75,444 shares; 2025Q1: 74,246 shares; 2025Q2: 72,223 shares; 2025Q3: 70,674 shares; 2025Q4: 66,749 shares 66,749 $29.7M 0.04% -3,925 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 601,816 shares; 2024Q4: 631,891 shares; 2025Q1: 585,114 shares; 2025Q2: 589,215 shares; 2025Q3: 608,447 shares; 2025Q4: 612,168 shares 612,168 $29.5M 0.04% +3,721 Timeline FDEM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 759,655 shares; 2024Q4: 833,607 shares; 2025Q1: 861,735 shares; 2025Q2: 929,370 shares; 2025Q3: 956,075 shares; 2025Q4: 951,906 shares 951,906 $29.4M 0.04% -4,169 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,551,023 shares; 2024Q4: 1,583,732 shares; 2025Q1: 712,010 shares; 2025Q2: 648,463 shares; 2025Q3: 603,143 shares; 2025Q4: 611,595 shares 611,595 $29.4M 0.04% +8,452 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296,778 shares; 2024Q4: 298,442 shares; 2025Q1: 315,981 shares; 2025Q2: 306,495 shares; 2025Q3: 270,591 shares; 2025Q4: 269,184 shares 269,184 $29.2M 0.04% -1,407 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,520 shares; 2024Q4: 193,360 shares; 2025Q1: 234,885 shares; 2025Q2: 253,041 shares; 2025Q3: 406,805 shares; 2025Q4: 343,640 shares 343,640 $29.2M 0.04% -63,165 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,931 shares; 2024Q4: 116,330 shares; 2025Q1: 113,901 shares; 2025Q2: 154,561 shares; 2025Q3: 185,002 shares; 2025Q4: 186,237 shares 186,237 $29.2M 0.04% +1,235 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,659 shares; 2024Q4: 122,506 shares; 2025Q1: 106,991 shares; 2025Q2: 103,926 shares; 2025Q3: 98,151 shares; 2025Q4: 93,581 shares 93,581 $29M 0.04% -4,570 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,398 shares; 2024Q4: 38,888 shares; 2025Q1: 102,480 shares; 2025Q2: 327,297 shares; 2025Q3: 784,620 shares; 2025Q4: 909,211 shares 909,211 $29M 0.04% +124,591 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 638,871 shares; 2024Q4: 680,487 shares; 2025Q1: 702,442 shares; 2025Q2: 720,682 shares; 2025Q3: 659,162 shares; 2025Q4: 616,451 shares 616,451 $28.8M 0.04% -42,711 Timeline AUSF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,646 shares; 2024Q4: 262,316 shares; 2025Q1: 623,248 shares; 2025Q2: 695,852 shares; 2025Q3: 672,108 shares; 2025Q4: 620,532 shares 620,532 $28.8M 0.04% -51,576 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 498,604 shares; 2024Q4: 617,262 shares; 2025Q1: 643,762 shares; 2025Q2: 678,655 shares; 2025Q3: 590,840 shares; 2025Q4: 661,697 shares 661,697 $28.7M 0.04% +70,857 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411,212 shares; 2024Q4: 387,951 shares; 2025Q1: 366,258 shares; 2025Q2: 363,492 shares; 2025Q3: 327,487 shares; 2025Q4: 284,640 shares 284,640 $28.4M 0.04% -42,847 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,017 shares; 2024Q4: 291,034 shares; 2025Q1: 297,360 shares; 2025Q2: 374,756 shares; 2025Q3: 304,986 shares; 2025Q4: 453,623 shares 453,623 $28.3M 0.04% +148,637 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,563 shares; 2024Q4: 238,654 shares; 2025Q1: 204,711 shares; 2025Q2: 205,197 shares; 2025Q3: 203,340 shares; 2025Q4: 219,699 shares 219,699 $28.3M 0.04% +16,359 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 961,509 shares; 2024Q4: 965,929 shares; 2025Q1: 1,037,846 shares; 2025Q2: 1,043,204 shares; 2025Q3: 984,282 shares; 2025Q4: 1,020,931 shares 1,020,931 $28.1M 0.04% +36,649 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 890,484 shares; 2024Q4: 975,967 shares; 2025Q1: 1,019,650 shares; 2025Q2: 1,019,490 shares; 2025Q3: 1,128,361 shares; 2025Q4: 1,200,095 shares 1,200,095 $28.1M 0.04% +71,734 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,040,565 shares; 2024Q4: 988,900 shares; 2025Q1: 1,041,378 shares; 2025Q2: 1,034,009 shares; 2025Q3: 961,404 shares; 2025Q4: 938,090 shares 938,090 $28M 0.04% -23,314 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,290 shares; 2024Q4: 71,622 shares; 2025Q1: 76,396 shares; 2025Q2: 78,364 shares; 2025Q3: 77,343 shares; 2025Q4: 71,890 shares 71,890 $28M 0.04% -5,453 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,379 shares; 2024Q4: 241,559 shares; 2025Q1: 253,066 shares; 2025Q2: 246,618 shares; 2025Q3: 243,854 shares; 2025Q4: 214,665 shares 214,665 $27.7M 0.04% -29,189 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 353,346 shares; 2024Q4: 350,386 shares; 2025Q1: 391,656 shares; 2025Q2: 333,168 shares; 2025Q3: 364,333 shares; 2025Q4: 234,753 shares 234,753 $27.6M 0.04% -129,580 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,101 shares; 2024Q4: 123,080 shares; 2025Q1: 121,854 shares; 2025Q2: 121,177 shares; 2025Q3: 120,694 shares; 2025Q4: 110,020 shares 110,020 $27.4M 0.04% -10,674 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,803 shares; 2024Q4: 292,164 shares; 2025Q1: 300,788 shares; 2025Q2: 276,731 shares; 2025Q3: 255,839 shares; 2025Q4: 211,917 shares 211,917 $27.3M 0.04% -43,922 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 492,810 shares; 2024Q4: 457,005 shares; 2025Q1: 350,924 shares; 2025Q2: 352,814 shares; 2025Q3: 413,265 shares; 2025Q4: 355,226 shares 355,226 $27.3M 0.04% -58,039 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,700 shares; 2024Q4: 343,628 shares; 2025Q1: 360,192 shares; 2025Q2: 331,760 shares; 2025Q3: 287,540 shares; 2025Q4: 236,629 shares 236,629 $27.3M 0.04% -50,911 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,009,642 shares; 2024Q4: 2,093,187 shares; 2025Q1: 1,250,310 shares; 2025Q2: 1,142,721 shares; 2025Q3: 1,131,229 shares; 2025Q4: 1,184,157 shares 1,184,157 $27.3M 0.04% +52,928 Timeline FTMA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,974,798 shares 2,974,798 $26.8M 0.04% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,503 shares; 2024Q4: 138,287 shares; 2025Q1: 311,763 shares; 2025Q2: 380,325 shares; 2025Q3: 401,410 shares; 2025Q4: 576,780 shares 576,780 $26.7M 0.04% +175,370 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,295 shares; 2024Q4: 310,984 shares; 2025Q1: 318,866 shares; 2025Q2: 303,443 shares; 2025Q3: 298,141 shares; 2025Q4: 272,909 shares 272,909 $26.7M 0.04% -25,232 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,123 shares; 2024Q4: 317,299 shares; 2025Q1: 356,558 shares; 2025Q2: 323,393 shares; 2025Q3: 286,353 shares; 2025Q4: 241,000 shares 241,000 $26.6M 0.04% -45,353 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 241,835 shares; 2025Q2: 654,161 shares; 2025Q3: 722,752 shares; 2025Q4: 920,118 shares 920,118 $26.5M 0.04% +197,366 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,429 shares; 2024Q4: 155,373 shares; 2025Q1: 185,150 shares; 2025Q2: 220,928 shares; 2025Q3: 213,092 shares; 2025Q4: 199,717 shares 199,717 $26.5M 0.04% -13,375 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 279,890 shares; 2024Q4: 277,526 shares; 2025Q1: 293,016 shares; 2025Q2: 279,834 shares; 2025Q3: 258,194 shares; 2025Q4: 234,739 shares 234,739 $26.5M 0.04% -23,455 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296,469 shares; 2024Q4: 290,863 shares; 2025Q1: 289,817 shares; 2025Q2: 301,224 shares; 2025Q3: 310,115 shares; 2025Q4: 309,448 shares 309,448 $26.5M 0.04% -667 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339,229 shares; 2024Q4: 335,707 shares; 2025Q1: 349,450 shares; 2025Q2: 376,386 shares; 2025Q3: 323,498 shares; 2025Q4: 306,622 shares 306,622 $26.4M 0.04% -16,876 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,682 shares; 2024Q4: 339,725 shares; 2025Q1: 341,582 shares; 2025Q2: 279,755 shares; 2025Q3: 243,333 shares; 2025Q4: 240,027 shares 240,027 $26.4M 0.04% -3,306 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,447 shares; 2024Q4: 236,856 shares; 2025Q1: 265,246 shares; 2025Q2: 312,940 shares; 2025Q3: 390,963 shares; 2025Q4: 527,334 shares 527,334 $26.3M 0.04% +136,371 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,968 shares; 2024Q4: 150,919 shares; 2025Q1: 157,107 shares; 2025Q2: 150,071 shares; 2025Q3: 112,450 shares; 2025Q4: 106,366 shares 106,366 $26.3M 0.04% -6,084 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,291 shares; 2024Q4: 489,078 shares; 2025Q1: 596,861 shares; 2025Q2: 796,700 shares; 2025Q3: 735,340 shares; 2025Q4: 989,899 shares 989,899 $26.3M 0.03% +254,559 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 614,638 shares; 2024Q4: 673,653 shares; 2025Q1: 696,384 shares; 2025Q2: 708,935 shares; 2025Q3: 827,122 shares; 2025Q4: 1,025,685 shares 1,025,685 $26.1M 0.03% +198,563 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,759 shares; 2024Q4: 21,417 shares; 2025Q1: 29,395 shares; 2025Q2: 154,681 shares; 2025Q3: 266,857 shares; 2025Q4: 469,507 shares 469,507 $26.1M 0.03% +202,650 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,381 shares; 2024Q4: 4,379 shares; 2025Q1: 4,380 shares; 2025Q2: 4,925 shares; 2025Q3: 5,084 shares; 2025Q4: 4,860 shares 4,860 $26M 0.03% -224 Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,024 shares; 2024Q4: 467,030 shares; 2025Q1: 768,134 shares; 2025Q2: 1,364,101 shares; 2025Q3: 1,291,101 shares; 2025Q4: 1,270,015 shares 1,270,015 $25.9M 0.03% -21,086 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,674 shares; 2024Q4: 141,729 shares; 2025Q1: 183,923 shares; 2025Q2: 196,813 shares; 2025Q3: 298,625 shares; 2025Q4: 303,017 shares 303,017 $25.9M 0.03% +4,392 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 898,232 shares; 2024Q4: 833,121 shares; 2025Q1: 584,114 shares; 2025Q2: 578,566 shares; 2025Q3: 606,095 shares; 2025Q4: 597,997 shares 597,997 $25.9M 0.03% -8,098 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 982,931 shares; 2024Q4: 811,587 shares; 2025Q1: 1,099,362 shares; 2025Q2: 1,403,353 shares; 2025Q3: 545,277 shares; 2025Q4: 546,428 shares 546,428 $25.7M 0.03% +1,151 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 778,462 shares; 2024Q4: 668,522 shares; 2025Q1: 684,317 shares; 2025Q2: 714,150 shares; 2025Q3: 695,176 shares; 2025Q4: 566,899 shares 566,899 $25.6M 0.03% -128,277 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,707 shares; 2024Q4: 105,569 shares; 2025Q1: 99,642 shares; 2025Q2: 97,095 shares; 2025Q3: 88,846 shares; 2025Q4: 88,241 shares 88,241 $25.6M 0.03% -605 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 394,585 shares; 2024Q4: 416,501 shares; 2025Q1: 434,857 shares; 2025Q2: 449,800 shares; 2025Q3: 439,850 shares; 2025Q4: 429,132 shares 429,132 $25.6M 0.03% -10,718 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,506 shares; 2024Q4: 261,638 shares; 2025Q1: 263,492 shares; 2025Q2: 269,037 shares; 2025Q3: 258,205 shares; 2025Q4: 227,472 shares 227,472 $25.5M 0.03% -30,733 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 434,842 shares; 2024Q4: 438,583 shares; 2025Q1: 483,030 shares; 2025Q2: 497,121 shares; 2025Q3: 483,968 shares; 2025Q4: 305,153 shares 305,153 $25.5M 0.03% -178,815 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,295 shares; 2024Q4: 75,651 shares; 2025Q1: 76,567 shares; 2025Q2: 71,168 shares; 2025Q3: 110,529 shares; 2025Q4: 123,845 shares 123,845 $25.5M 0.03% +13,316 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,604 shares; 2025Q1: 114,975 shares; 2025Q2: 334,777 shares; 2025Q3: 465,829 shares; 2025Q4: 781,098 shares 781,098 $25.4M 0.03% +315,269 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296,721 shares; 2024Q4: 301,760 shares; 2025Q1: 299,340 shares; 2025Q2: 287,287 shares; 2025Q3: 273,176 shares; 2025Q4: 241,686 shares 241,686 $25.4M 0.03% -31,490 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,042 shares; 2024Q4: 208,072 shares; 2025Q1: 214,492 shares; 2025Q2: 216,333 shares; 2025Q3: 216,382 shares; 2025Q4: 213,869 shares 213,869 $25.4M 0.03% -2,513 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,825 shares; 2024Q4: 212,693 shares; 2025Q1: 194,469 shares; 2025Q2: 187,773 shares; 2025Q3: 168,756 shares; 2025Q4: 155,111 shares 155,111 $25.3M 0.03% -13,645 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,853 shares; 2024Q4: 242,715 shares; 2025Q1: 249,927 shares; 2025Q2: 263,722 shares; 2025Q3: 242,754 shares; 2025Q4: 250,063 shares 250,063 $25.2M 0.03% +7,309 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,325,618 shares; 2024Q4: 1,448,359 shares; 2025Q1: 1,462,209 shares; 2025Q2: 1,492,757 shares; 2025Q3: 1,359,790 shares; 2025Q4: 1,378,591 shares 1,378,591 $25.1M 0.03% +18,801 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358,106 shares; 2024Q4: 367,841 shares; 2025Q1: 368,154 shares; 2025Q2: 427,211 shares; 2025Q3: 526,709 shares; 2025Q4: 533,268 shares 533,268 $25M 0.03% +6,559 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,106 shares; 2024Q4: 229,199 shares; 2025Q1: 232,073 shares; 2025Q2: 237,484 shares; 2025Q3: 319,538 shares; 2025Q4: 335,759 shares 335,759 $24.9M 0.03% +16,221 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,419 shares; 2024Q4: 173,601 shares; 2025Q1: 194,516 shares; 2025Q2: 180,619 shares; 2025Q3: 139,684 shares; 2025Q4: 147,647 shares 147,647 $24.9M 0.03% +7,963 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,890 shares; 2024Q4: 367,801 shares; 2025Q1: 601,675 shares; 2025Q2: 606,068 shares; 2025Q3: 687,175 shares; 2025Q4: 762,201 shares 762,201 $24.8M 0.03% +75,026 Timeline ZOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 90,166 shares; 2025Q1: 95,485 shares; 2025Q2: 73,622 shares; 2025Q3: 85,836 shares; 2025Q4: 922,470 shares 922,470 $24.8M 0.03% +836,634 Timeline FEMR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,052 shares; 2025Q2: 116,875 shares; 2025Q3: 678,912 shares; 2025Q4: 758,172 shares 758,172 $24.7M 0.03% +79,260 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,427 shares; 2024Q4: 64,120 shares; 2025Q1: 65,744 shares; 2025Q2: 59,398 shares; 2025Q3: 58,285 shares; 2025Q4: 54,143 shares 54,143 $24.5M 0.03% -4,142 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 519,114 shares; 2024Q4: 508,742 shares; 2025Q1: 547,910 shares; 2025Q2: 487,638 shares; 2025Q3: 669,836 shares; 2025Q4: 654,243 shares 654,243 $24.5M 0.03% -15,593 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,026,552 shares; 2024Q4: 1,048,899 shares; 2025Q1: 939,632 shares; 2025Q2: 860,155 shares; 2025Q3: 658,688 shares; 2025Q4: 547,397 shares 547,397 $24.3M 0.03% -111,291 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,002,269 shares; 2024Q4: 1,041,876 shares; 2025Q1: 1,065,745 shares; 2025Q2: 635,166 shares; 2025Q3: 627,914 shares; 2025Q4: 637,819 shares 637,819 $24.3M 0.03% +9,905 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 388,475 shares; 2024Q4: 474,482 shares; 2025Q1: 506,234 shares; 2025Q2: 474,440 shares; 2025Q3: 464,719 shares; 2025Q4: 369,855 shares 369,855 $24.1M 0.03% -94,864 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,646 shares; 2024Q4: 142,115 shares; 2025Q1: 144,868 shares; 2025Q2: 131,205 shares; 2025Q3: 117,335 shares; 2025Q4: 105,134 shares 105,134 $24.1M 0.03% -12,201 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,931 shares; 2024Q4: 197,852 shares; 2025Q1: 202,990 shares; 2025Q2: 270,105 shares; 2025Q3: 272,231 shares; 2025Q4: 291,826 shares 291,826 $24M 0.03% +19,595 Timeline