AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 8,955,368 shares 8,955,368 $2.27B 3.17% -687,027 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,640,321 shares 2,640,321 $1.72B 2.41% -86,889 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 9,084,150 shares 9,084,150 $1.58B 2.21% -732,939 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,023,558 shares 3,023,558 $1.12B 1.56% -117,464 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 16,771,525 shares 16,771,525 $1.07B 1.5% -243,149 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,986,680 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; 2026Q1: 1,619,363 shares 1,619,363 $1.05B 1.47% -117,330 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,778,951 shares 1,778,951 $1.03B 1.43% -206,580 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,395,363 shares 4,395,363 $915M 1.28% -313,264 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,342,038 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; 2026Q1: 1,329,853 shares 1,329,853 $795M 1.11% -17,533 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,719,384 shares 1,719,384 $733M 1.02% -96,768 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,847,310 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; 2026Q1: 1,585,271 shares 1,585,271 $692M 0.97% -66,259 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,231,817 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; 2026Q1: 1,969,033 shares 1,969,033 $632M 0.88% -351,271 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,152,226 shares 2,152,226 $619M 0.86% -91,145 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 13,468,007 shares 13,468,007 $573M 0.8% +1,112,133 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 13,552,564 shares 13,552,564 $545M 0.76% +359,089 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,106,935 shares 1,106,935 $530M 0.74% -287,085 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,636,976 shares 2,636,976 $517M 0.72% -75,826 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,374,070 shares 2,374,070 $511M 0.71% -197,340 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 7,225,477 shares 7,225,477 $507M 0.71% -41,759 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,574,283 shares 1,574,283 $452M 0.63% -124,479 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,412,005 shares 1,412,005 $415M 0.58% -153,141 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,611,798 shares 5,611,798 $383M 0.54% +56,356 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 947,353 shares; 2024Q4: 980,065 shares; 2025Q1: 1,141,703 shares; 2025Q2: 989,876 shares; 2025Q3: 916,842 shares; 2025Q4: 905,069 shares; 2026Q1: 851,517 shares 851,517 $366M 0.51% -53,552 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 401,704 shares; 2024Q4: 406,755 shares; 2025Q1: 427,359 shares; 2025Q2: 414,869 shares; 2025Q3: 377,451 shares; 2025Q4: 365,291 shares; 2026Q1: 356,884 shares 356,884 $356M 0.5% -8,407 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,392,901 shares 2,392,901 $354M 0.5% +18,527 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,086,375 shares 2,086,375 $354M 0.49% -68,465 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,268,241 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; 2026Q1: 3,037,160 shares 3,037,160 $344M 0.48% +41,526 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,606,242 shares 1,606,242 $343M 0.48% -119,782 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,699,487 shares 2,699,487 $336M 0.47% -403,813 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 9,909,885 shares 9,909,885 $335M 0.47% -1,618,873 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 6,093,454 shares 6,093,454 $329M 0.46% -715,326 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,857,647 shares 4,857,647 $328M 0.46% -313,190 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 8,337,551 shares 8,337,551 $324M 0.45% +380,978 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,276,418 shares 1,276,418 $312M 0.44% -67,778 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 934,669 shares; 2024Q4: 928,305 shares; 2025Q1: 967,813 shares; 2025Q2: 959,052 shares; 2025Q3: 887,720 shares; 2025Q4: 879,649 shares; 2026Q1: 834,627 shares 834,627 $310M 0.43% -45,022 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 6,662,348 shares 6,662,348 $309M 0.43% +1,537,708 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 576,028 shares; 2024Q4: 611,610 shares; 2025Q1: 636,948 shares; 2025Q2: 658,953 shares; 2025Q3: 593,570 shares; 2025Q4: 571,480 shares; 2026Q1: 534,816 shares 534,816 $306M 0.43% -36,664 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,189,430 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; 2026Q1: 984,767 shares 984,767 $305M 0.43% -108,253 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,823,552 shares 2,823,552 $300M 0.42% -38,196 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 9,444,472 shares 9,444,472 $290M 0.4% -564,161 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,005,627 shares 1,005,627 $289M 0.4% -37,922 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,253,574 shares 2,253,574 $289M 0.4% -46,664 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,206,296 shares 3,206,296 $283M 0.39% -331,930 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,175,381 shares 1,175,381 $279M 0.39% +48,414 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 366,244 shares; 2024Q4: 359,876 shares; 2025Q1: 377,220 shares; 2025Q2: 371,502 shares; 2025Q3: 353,144 shares; 2025Q4: 314,386 shares; 2026Q1: 303,295 shares 303,295 $279M 0.39% -11,091 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,682,652 shares 4,682,652 $272M 0.38% +428,831 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,865,296 shares 1,865,296 $272M 0.38% -120,100 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,275,012 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; 2026Q1: 5,726,102 shares 5,726,102 $261M 0.37% +14,589 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,849,680 shares 2,849,680 $258M 0.36% -328,720 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,744,381 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; 2026Q1: 1,340,055 shares 1,340,055 $257M 0.36% -15,272 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 980,879 shares 980,879 $257M 0.36% -15,357 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,055,814 shares 2,055,814 $255M 0.36% -127,104 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,665,017 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; 2026Q1: 4,364,248 shares 4,364,248 $247M 0.35% +109,230 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 435,573 shares; 2024Q4: 434,774 shares; 2025Q1: 438,960 shares; 2025Q2: 405,660 shares; 2025Q3: 383,256 shares; 2025Q4: 355,496 shares; 2026Q1: 329,837 shares 329,837 $234M 0.33% -25,659 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,206,911 shares 1,206,911 $232M 0.32% +135,453 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 916,739 shares 916,739 $228M 0.32% +36,626 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,096,620 shares 1,096,620 $227M 0.32% -19,994 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 6,088,056 shares 6,088,056 $226M 0.32% +1,225,605 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 923,317 shares; 2024Q4: 944,773 shares; 2025Q1: 939,989 shares; 2025Q2: 911,498 shares; 2025Q3: 921,311 shares; 2025Q4: 1,865,649 shares; 2026Q1: 1,692,228 shares 1,692,228 $225M 0.31% -173,421 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,847,873 shares 2,847,873 $223M 0.31% -48,560 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,885,442 shares 4,885,442 $223M 0.31% -10,176 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,014,742 shares 2,014,742 $221M 0.31% +30,536 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,039,283 shares 1,039,283 $219M 0.31% -45,524 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,000,714 shares 1,000,714 $218M 0.3% -36,768 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,493,732 shares 1,493,732 $216M 0.3% +25,685 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,191,696 shares 2,191,696 $204M 0.28% -36,092 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,378,127 shares 1,378,127 $202M 0.28% -82,539 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 806,928 shares; 2024Q4: 808,814 shares; 2025Q1: 841,887 shares; 2025Q2: 795,929 shares; 2025Q3: 766,608 shares; 2025Q4: 705,386 shares; 2026Q1: 630,916 shares 630,916 $191M 0.27% -74,470 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,029,150 shares 3,029,150 $190M 0.26% -289,511 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,282,649 shares 5,282,649 $188M 0.26% +49,011 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 684,689 shares; 2024Q4: 685,249 shares; 2025Q1: 696,688 shares; 2025Q2: 672,424 shares; 2025Q3: 637,798 shares; 2025Q4: 594,930 shares; 2026Q1: 565,683 shares 565,683 $186M 0.26% -29,247 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,560,105 shares 5,560,105 $186M 0.26% +160,631 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; 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; 2026Q1: 6,198,695 shares 6,198,695 $185M 0.26% -431,427 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,290,599 shares 1,290,599 $184M 0.26% +88,685 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,617,742 shares 2,617,742 $183M 0.26% -209,031 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,536,665 shares 3,536,665 $178M 0.25% -256,056 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,782,280 shares 1,782,280 $177M 0.25% +35,594 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,906,795 shares 1,906,795 $177M 0.25% -88,683 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,735,336 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; 2026Q1: 3,122,679 shares 3,122,679 $173M 0.24% +250,082 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,970,185 shares 2,970,185 $164M 0.23% -64,469 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,345,215 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; 2026Q1: 4,252,916 shares 4,252,916 $163M 0.23% +319,719 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 827,901 shares 827,901 $160M 0.22% -37,406 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,975,969 shares 2,975,969 $156M 0.22% +139,002 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,020,193 shares 4,020,193 $151M 0.21% -121,560 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,353,972 shares 1,353,972 $151M 0.21% +245,751 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 932,468 shares; 2024Q4: 920,007 shares; 2025Q1: 942,986 shares; 2025Q2: 905,799 shares; 2025Q3: 830,140 shares; 2025Q4: 792,632 shares; 2026Q1: 793,547 shares 793,547 $150M 0.21% +915 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,512,309 shares 1,512,309 $148M 0.21% -113,283 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; 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; 2026Q1: 3,300,116 shares 3,300,116 $148M 0.21% +248,103 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,222,577 shares 1,222,577 $147M 0.21% -85,622 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,323,741 shares 4,323,741 $147M 0.21% +242,778 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700,125 shares; 2024Q4: 711,867 shares; 2025Q1: 710,166 shares; 2025Q2: 700,355 shares; 2025Q3: 664,365 shares; 2025Q4: 617,905 shares; 2026Q1: 602,126 shares 602,126 $146M 0.2% -15,779 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,901,363 shares 2,901,363 $145M 0.2% +124,346 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 572,173 shares; 2024Q4: 577,815 shares; 2025Q1: 592,094 shares; 2025Q2: 564,287 shares; 2025Q3: 503,642 shares; 2025Q4: 477,998 shares; 2026Q1: 463,572 shares 463,572 $144M 0.2% -14,426 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,492,477 shares 1,492,477 $140M 0.2% +47,589 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,345 shares; 2024Q4: 148,247 shares; 2025Q1: 175,050 shares; 2025Q2: 176,067 shares; 2025Q3: 169,442 shares; 2025Q4: 1,488,671 shares; 2026Q1: 1,453,062 shares 1,453,062 $140M 0.2% -35,609 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; 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; 2026Q1: 667,376 shares 667,376 $139M 0.19% +20,192 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,965,747 shares 2,965,747 $137M 0.19% -155,968 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,455,328 shares 3,455,328 $136M 0.19% -99,356 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 506,425 shares; 2024Q4: 498,369 shares; 2025Q1: 512,820 shares; 2025Q2: 487,785 shares; 2025Q3: 479,151 shares; 2025Q4: 449,381 shares; 2026Q1: 432,478 shares 432,478 $136M 0.19% -16,903 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,786,518 shares 1,786,518 $135M 0.19% +149,970 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220,099 shares; 2024Q4: 224,272 shares; 2025Q1: 223,550 shares; 2025Q2: 229,419 shares; 2025Q3: 213,977 shares; 2025Q4: 208,513 shares; 2026Q1: 193,577 shares 193,577 $135M 0.19% -14,936 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,817,727 shares 1,817,727 $134M 0.19% +128,801 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,569,302 shares 1,569,302 $133M 0.19% +126,854 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,308,352 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; 2026Q1: 1,508,300 shares 1,508,300 $131M 0.18% +141,629 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 894,629 shares 894,629 $131M 0.18% -37,824 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,343,881 shares 1,343,881 $130M 0.18% -25,300 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; 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; 2026Q1: 3,544,557 shares 3,544,557 $129M 0.18% +214,706 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,624,172 shares 2,624,172 $128M 0.18% -155,026 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,258,422 shares 3,258,422 $127M 0.18% -25,494 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,631,338 shares 1,631,338 $127M 0.18% -38,828 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 639,545 shares; 2024Q4: 714,644 shares; 2025Q1: 748,249 shares; 2025Q2: 665,646 shares; 2025Q3: 589,386 shares; 2025Q4: 585,914 shares; 2026Q1: 563,135 shares 563,135 $122M 0.17% -22,779 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,517,101 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; 2026Q1: 1,618,530 shares 1,618,530 $122M 0.17% -29,267 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 859,435 shares; 2024Q4: 873,105 shares; 2025Q1: 945,244 shares; 2025Q2: 764,124 shares; 2025Q3: 709,865 shares; 2025Q4: 720,720 shares; 2026Q1: 669,765 shares 669,765 $122M 0.17% -50,955 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,535,887 shares 2,535,887 $121M 0.17% -477,377 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 776,775 shares 776,775 $120M 0.17% -274,460 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 701,584 shares; 2024Q4: 780,002 shares; 2025Q1: 690,353 shares; 2025Q2: 552,746 shares; 2025Q3: 571,332 shares; 2025Q4: 520,588 shares; 2026Q1: 476,482 shares 476,482 $118M 0.17% -44,106 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,075,704 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; 2026Q1: 1,652,947 shares 1,652,947 $117M 0.16% +344,117 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,742,004 shares 1,742,004 $117M 0.16% -12,073 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247,906 shares; 2024Q4: 252,814 shares; 2025Q1: 264,874 shares; 2025Q2: 244,651 shares; 2025Q3: 224,321 shares; 2025Q4: 206,146 shares; 2026Q1: 192,663 shares 192,663 $116M 0.16% -13,483 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 333,765 shares; 2024Q4: 359,290 shares; 2025Q1: 400,207 shares; 2025Q2: 424,358 shares; 2025Q3: 403,110 shares; 2025Q4: 367,362 shares; 2026Q1: 343,464 shares 343,464 $116M 0.16% -23,898 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 404,401 shares; 2024Q4: 402,007 shares; 2025Q1: 396,056 shares; 2025Q2: 395,745 shares; 2025Q3: 399,268 shares; 2025Q4: 389,535 shares; 2026Q1: 383,260 shares 383,260 $115M 0.16% -6,275 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,309,487 shares 2,309,487 $114M 0.16% -42,243 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,171,245 shares 3,171,245 $114M 0.16% +866,994 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,405 shares; 2024Q4: 96,376 shares; 2025Q1: 112,821 shares; 2025Q2: 130,121 shares; 2025Q3: 131,789 shares; 2025Q4: 129,848 shares; 2026Q1: 129,041 shares 129,041 $113M 0.16% -807 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 387,356 shares; 2024Q4: 399,234 shares; 2025Q1: 416,417 shares; 2025Q2: 411,795 shares; 2025Q3: 374,128 shares; 2025Q4: 337,407 shares; 2026Q1: 319,923 shares 319,923 $113M 0.16% -17,484 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,847,399 shares 1,847,399 $112M 0.16% -481,591 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,242,044 shares 3,242,044 $112M 0.16% +484,059 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,607,822 shares 2,607,822 $110M 0.15% -343,906 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,477,400 shares 1,477,400 $110M 0.15% -369,023 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 665,798 shares; 2024Q4: 674,009 shares; 2025Q1: 731,966 shares; 2025Q2: 630,534 shares; 2025Q3: 657,578 shares; 2025Q4: 538,623 shares; 2026Q1: 531,176 shares 531,176 $108M 0.15% -7,447 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,697,872 shares 3,697,872 $108M 0.15% -162,504 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,151,071 shares 4,151,071 $107M 0.15% -1,381,055 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 404,294 shares; 2024Q4: 382,017 shares; 2025Q1: 394,028 shares; 2025Q2: 413,879 shares; 2025Q3: 402,433 shares; 2025Q4: 388,475 shares; 2026Q1: 376,324 shares 376,324 $107M 0.15% -12,151 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 873,488 shares; 2024Q4: 861,082 shares; 2025Q1: 894,243 shares; 2025Q2: 820,122 shares; 2025Q3: 753,476 shares; 2025Q4: 703,880 shares; 2026Q1: 686,661 shares 686,661 $107M 0.15% -17,219 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,130,476 shares 2,130,476 $107M 0.15% +186,058 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,736,203 shares 1,736,203 $106M 0.15% -81,869 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; 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; 2026Q1: 1,251,791 shares 1,251,791 $106M 0.15% -102,005 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 952,248 shares 952,248 $105M 0.15% +51,528 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,360,992 shares 1,360,992 $104M 0.15% +105,120 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 612,345 shares; 2024Q4: 626,852 shares; 2025Q1: 715,181 shares; 2025Q2: 727,626 shares; 2025Q3: 668,335 shares; 2025Q4: 641,911 shares; 2026Q1: 686,678 shares 686,678 $101M 0.14% +44,767 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,710,892 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; 2026Q1: 1,320,820 shares 1,320,820 $100M 0.14% -25,314 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 276,937 shares; 2024Q4: 275,792 shares; 2025Q1: 253,452 shares; 2025Q2: 245,656 shares; 2025Q3: 233,185 shares; 2025Q4: 216,411 shares; 2026Q1: 198,518 shares 198,518 $99.2M 0.14% -17,893 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,488,515 shares 3,488,515 $98M 0.14% -153,523 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 945,078 shares 945,078 $97.7M 0.14% -14,256 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,146,188 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; 2026Q1: 1,005,167 shares 1,005,167 $97.6M 0.14% -56,058 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227,656 shares; 2024Q4: 242,013 shares; 2025Q1: 245,880 shares; 2025Q2: 260,501 shares; 2025Q3: 245,650 shares; 2025Q4: 223,453 shares; 2026Q1: 207,535 shares 207,535 $96.1M 0.13% -15,918 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,740,283 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; 2026Q1: 2,034,940 shares 2,034,940 $95.7M 0.13% -244,237 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,684,483 shares 1,684,483 $95.3M 0.13% +33,572 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,232,952 shares 1,232,952 $95.2M 0.13% +45,872 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,531,827 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; 2026Q1: 3,455,372 shares 3,455,372 $94.1M 0.13% +331,286 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 301,415 shares; 2024Q4: 316,605 shares; 2025Q1: 382,240 shares; 2025Q2: 350,996 shares; 2025Q3: 331,463 shares; 2025Q4: 271,179 shares; 2026Q1: 274,368 shares 274,368 $92.7M 0.13% +3,189 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 331,766 shares; 2024Q4: 392,645 shares; 2025Q1: 698,028 shares; 2025Q2: 881,490 shares; 2025Q3: 763,574 shares; 2025Q4: 759,448 shares; 2026Q1: 806,482 shares 806,482 $92.7M 0.13% +47,034 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,813,703 shares 1,813,703 $91.8M 0.13% +43,245 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 340,434 shares; 2024Q4: 343,463 shares; 2025Q1: 358,202 shares; 2025Q2: 358,786 shares; 2025Q3: 318,170 shares; 2025Q4: 300,552 shares; 2026Q1: 267,841 shares 267,841 $91.5M 0.13% -32,711 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,061,023 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; 2026Q1: 2,349,154 shares 2,349,154 $91.5M 0.13% +593,460 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 577,916 shares; 2025Q3: 1,641,956 shares; 2025Q4: 2,467,105 shares; 2026Q1: 2,775,736 shares 2,775,736 $91.5M 0.13% +308,631 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,099,325 shares 3,099,325 $89.8M 0.13% -45,895 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 641,824 shares; 2024Q4: 646,644 shares; 2025Q1: 664,202 shares; 2025Q2: 645,214 shares; 2025Q3: 636,733 shares; 2025Q4: 606,332 shares; 2026Q1: 590,546 shares 590,546 $89.4M 0.12% -15,786 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,022,310 shares 3,022,310 $89.1M 0.12% +161,601 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,725,016 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; 2026Q1: 2,065,139 shares 2,065,139 $89.1M 0.12% +123,337 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,924 shares; 2024Q4: 161,795 shares; 2025Q1: 255,672 shares; 2025Q2: 337,735 shares; 2025Q3: 422,301 shares; 2025Q4: 466,961 shares; 2026Q1: 275,763 shares 275,763 $87.7M 0.12% -191,198 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,456,308 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; 2026Q1: 1,320,349 shares 1,320,349 $87.1M 0.12% -270,160 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,660,530 shares 1,660,530 $86.2M 0.12% -15,096 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 890,580 shares 890,580 $86M 0.12% +1,826 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,244,419 shares 2,244,419 $85.3M 0.12% +19,083 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 795,914 shares; 2024Q4: 752,558 shares; 2025Q1: 791,445 shares; 2025Q2: 837,859 shares; 2025Q3: 653,287 shares; 2025Q4: 643,678 shares; 2026Q1: 625,989 shares 625,989 $85M 0.12% -17,689 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,577,446 shares 1,577,446 $84.8M 0.12% +229,917 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 312,804 shares; 2024Q4: 307,258 shares; 2025Q1: 314,151 shares; 2025Q2: 303,772 shares; 2025Q3: 305,333 shares; 2025Q4: 286,815 shares; 2026Q1: 279,147 shares 279,147 $84.4M 0.12% -7,668 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 863,947 shares 863,947 $84M 0.12% -45,168 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,331,996 shares 2,331,996 $83.7M 0.12% +215,574 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 424,382 shares; 2024Q4: 422,278 shares; 2025Q1: 430,716 shares; 2025Q2: 416,098 shares; 2025Q3: 391,409 shares; 2025Q4: 355,851 shares; 2026Q1: 352,393 shares 352,393 $83.3M 0.12% -3,458 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 487,435 shares; 2025Q1: 446,583 shares; 2025Q2: 514,099 shares; 2025Q3: 426,094 shares; 2025Q4: 449,917 shares; 2026Q1: 389,021 shares 389,021 $83.1M 0.12% -60,896 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 894,096 shares 894,096 $82.9M 0.12% -10,114 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182,392 shares; 2024Q4: 181,986 shares; 2025Q1: 185,173 shares; 2025Q2: 174,377 shares; 2025Q3: 164,310 shares; 2025Q4: 152,040 shares; 2026Q1: 146,397 shares 146,397 $82.5M 0.12% -5,643 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,124,700 shares 1,124,700 $82.3M 0.11% -56,926 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206,027 shares; 2024Q4: 333,799 shares; 2025Q1: 355,082 shares; 2025Q2: 355,181 shares; 2025Q3: 360,382 shares; 2025Q4: 406,692 shares; 2026Q1: 341,254 shares 341,254 $81.9M 0.11% -65,438 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,624,072 shares 1,624,072 $81.8M 0.11% +576,411 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 927,276 shares 927,276 $81.5M 0.11% -103,269 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 301,124 shares; 2024Q4: 308,570 shares; 2025Q1: 311,640 shares; 2025Q2: 301,931 shares; 2025Q3: 265,258 shares; 2025Q4: 258,785 shares; 2026Q1: 252,981 shares 252,981 $80.5M 0.11% -5,804 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,142,264 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; 2026Q1: 1,069,484 shares 1,069,484 $80.4M 0.11% -2,217 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,948,502 shares 2,948,502 $80.1M 0.11% +350,637 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 788,681 shares; 2024Q4: 842,613 shares; 2025Q1: 955,336 shares; 2025Q2: 962,249 shares; 2025Q3: 1,101,552 shares; 2025Q4: 968,781 shares; 2026Q1: 988,484 shares 988,484 $79.7M 0.11% +19,703 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,537,792 shares 3,537,792 $79M 0.11% +225,575 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 592,619 shares; 2024Q4: 561,128 shares; 2025Q1: 602,851 shares; 2025Q2: 544,421 shares; 2025Q3: 511,885 shares; 2025Q4: 477,822 shares; 2026Q1: 477,633 shares 477,633 $79M 0.11% -189 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,959 shares; 2024Q4: 343,753 shares; 2025Q1: 470,806 shares; 2025Q2: 724,972 shares; 2025Q3: 728,389 shares; 2025Q4: 823,845 shares; 2026Q1: 782,876 shares 782,876 $78.8M 0.11% -40,969 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,763 shares; 2024Q4: 112,236 shares; 2025Q1: 127,209 shares; 2025Q2: 133,574 shares; 2025Q3: 116,417 shares; 2025Q4: 110,193 shares; 2026Q1: 92,786 shares 92,786 $78.5M 0.11% -17,407 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 958,500 shares; 2024Q4: 986,250 shares; 2025Q1: 1,016,204 shares; 2025Q2: 823,830 shares; 2025Q3: 765,658 shares; 2025Q4: 808,836 shares; 2026Q1: 819,887 shares 819,887 $78.4M 0.11% +11,051 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 719,872 shares; 2024Q4: 688,137 shares; 2025Q1: 665,510 shares; 2025Q2: 727,329 shares; 2025Q3: 648,123 shares; 2025Q4: 634,007 shares; 2026Q1: 571,366 shares 571,366 $77.7M 0.11% -62,641 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 367,210 shares; 2024Q4: 389,751 shares; 2025Q1: 421,259 shares; 2025Q2: 852,408 shares; 2025Q3: 826,781 shares; 2025Q4: 955,260 shares; 2026Q1: 960,951 shares 960,951 $77.4M 0.11% +5,691 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252,312 shares; 2024Q4: 268,371 shares; 2025Q1: 267,541 shares; 2025Q2: 243,718 shares; 2025Q3: 224,817 shares; 2025Q4: 219,580 shares; 2026Q1: 215,248 shares 215,248 $77M 0.11% -4,332 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,875,896 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; 2026Q1: 1,127,874 shares 1,127,874 $76.9M 0.11% -65,641 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 824,039 shares; 2024Q4: 893,322 shares; 2025Q1: 937,055 shares; 2025Q2: 989,700 shares; 2025Q3: 921,878 shares; 2025Q4: 978,734 shares; 2026Q1: 991,433 shares 991,433 $76.4M 0.11% +12,699 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; 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; 2026Q1: 1,797,830 shares 1,797,830 $75.9M 0.11% +537,666 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,360,554 shares 2,360,554 $75.9M 0.11% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226,732 shares; 2024Q4: 234,645 shares; 2025Q1: 230,679 shares; 2025Q2: 278,397 shares; 2025Q3: 280,094 shares; 2025Q4: 240,689 shares; 2026Q1: 230,814 shares 230,814 $75.9M 0.11% -9,875 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; 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; 2026Q1: 1,450,903 shares 1,450,903 $74.4M 0.1% +112,524 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 473,010 shares; 2024Q4: 499,436 shares; 2025Q1: 505,333 shares; 2025Q2: 459,593 shares; 2025Q3: 444,139 shares; 2025Q4: 428,227 shares; 2026Q1: 401,592 shares 401,592 $74M 0.1% -26,635 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 805,922 shares 805,922 $74M 0.1% -190,583 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,748,635 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; 2026Q1: 849,393 shares 849,393 $73.6M 0.1% -79,951 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 693,713 shares; 2024Q4: 733,471 shares; 2025Q1: 804,604 shares; 2025Q2: 823,232 shares; 2025Q3: 982,892 shares; 2025Q4: 1,561,163 shares; 2026Q1: 1,602,049 shares 1,602,049 $73.5M 0.1% +40,886 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,440,054 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; 2026Q1: 1,479,662 shares 1,479,662 $73.1M 0.1% -57,589 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285,836 shares; 2024Q4: 311,101 shares; 2025Q1: 297,302 shares; 2025Q2: 303,804 shares; 2025Q3: 389,656 shares; 2025Q4: 426,033 shares; 2026Q1: 333,668 shares 333,668 $73M 0.1% -92,365 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,459,799 shares 1,459,799 $72.7M 0.1% +283,481 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,152,045 shares 1,152,045 $72.2M 0.1% -20,583 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 284,454 shares; 2024Q4: 584,877 shares; 2025Q1: 585,380 shares; 2025Q2: 551,340 shares; 2025Q3: 541,945 shares; 2025Q4: 497,062 shares; 2026Q1: 450,103 shares 450,103 $72.2M 0.1% -46,959 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242,399 shares; 2024Q4: 254,098 shares; 2025Q1: 230,496 shares; 2025Q2: 245,052 shares; 2025Q3: 253,397 shares; 2025Q4: 269,157 shares; 2026Q1: 187,658 shares 187,658 $71.9M 0.1% -81,499 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 408,065 shares; 2024Q4: 411,093 shares; 2025Q1: 414,453 shares; 2025Q2: 392,190 shares; 2025Q3: 357,320 shares; 2025Q4: 332,626 shares; 2026Q1: 276,854 shares 276,854 $71.2M 0.1% -55,772 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; 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; 2026Q1: 2,004,903 shares 2,004,903 $70M 0.1% +190,516 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 403,693 shares; 2024Q4: 488,656 shares; 2025Q1: 504,285 shares; 2025Q2: 499,359 shares; 2025Q3: 471,938 shares; 2025Q4: 469,215 shares; 2026Q1: 482,180 shares 482,180 $69.8M 0.1% +12,965 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 578,238 shares; 2024Q4: 585,298 shares; 2025Q1: 601,797 shares; 2025Q2: 596,308 shares; 2025Q3: 580,390 shares; 2025Q4: 553,188 shares; 2026Q1: 532,024 shares 532,024 $69.7M 0.1% -21,164 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260,515 shares; 2024Q4: 269,694 shares; 2025Q1: 248,820 shares; 2025Q2: 234,590 shares; 2025Q3: 225,058 shares; 2025Q4: 210,566 shares; 2026Q1: 188,628 shares 188,628 $69.3M 0.1% -21,938 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 837,187 shares 837,187 $69.3M 0.1% +53,095 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 155 shares; 2025Q1: 164 shares; 2025Q2: 134 shares; 2025Q3: 120 shares; 2025Q4: 105 shares; 2026Q1: 96 shares 96 $68.9M 0.1% -9 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203,011 shares; 2024Q4: 274,092 shares; 2025Q1: 406,770 shares; 2025Q2: 429,556 shares; 2025Q3: 442,786 shares; 2025Q4: 534,011 shares; 2026Q1: 622,159 shares 622,159 $68.9M 0.1% +88,148 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,619 shares; 2024Q4: 55,866 shares; 2025Q1: 63,732 shares; 2025Q2: 66,585 shares; 2025Q3: 59,887 shares; 2025Q4: 55,871 shares; 2026Q1: 51,940 shares 51,940 $68.6M 0.1% -3,931 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 509,869 shares; 2024Q4: 519,037 shares; 2025Q1: 524,878 shares; 2025Q2: 403,019 shares; 2025Q3: 394,937 shares; 2025Q4: 428,841 shares; 2026Q1: 419,571 shares 419,571 $67.9M 0.09% -9,270 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,582,984 shares 2,582,984 $67.7M 0.09% -604,034 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 658,576 shares 658,576 $67.3M 0.09% -503,071 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; 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; 2026Q1: 2,221,860 shares 2,221,860 $65.9M 0.09% -52,820 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 586,721 shares; 2024Q4: 603,040 shares; 2025Q1: 573,369 shares; 2025Q2: 641,703 shares; 2025Q3: 668,057 shares; 2025Q4: 675,765 shares; 2026Q1: 687,576 shares 687,576 $65.3M 0.09% +11,811 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 872,054 shares; 2024Q4: 863,189 shares; 2025Q1: 893,801 shares; 2025Q2: 832,119 shares; 2025Q3: 789,908 shares; 2025Q4: 678,605 shares; 2026Q1: 632,408 shares 632,408 $64.9M 0.09% -46,197 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,367,913 shares 1,367,913 $64.4M 0.09% +186,895 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 655,033 shares; 2024Q4: 657,759 shares; 2025Q1: 687,495 shares; 2025Q2: 719,429 shares; 2025Q3: 702,530 shares; 2025Q4: 685,890 shares; 2026Q1: 709,536 shares 709,536 $64.1M 0.09% +23,646 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 405,722 shares; 2024Q4: 414,874 shares; 2025Q1: 434,642 shares; 2025Q2: 416,206 shares; 2025Q3: 376,538 shares; 2025Q4: 357,997 shares; 2026Q1: 320,768 shares 320,768 $63.8M 0.09% -37,229 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 369,304 shares; 2024Q4: 377,061 shares; 2025Q1: 378,318 shares; 2025Q2: 368,801 shares; 2025Q3: 317,491 shares; 2025Q4: 299,827 shares; 2026Q1: 281,380 shares 281,380 $63.6M 0.09% -18,447 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239,371 shares; 2024Q4: 304,691 shares; 2025Q1: 302,211 shares; 2025Q2: 270,703 shares; 2025Q3: 225,241 shares; 2025Q4: 212,659 shares; 2026Q1: 206,206 shares 206,206 $62.3M 0.09% -6,453 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,470,612 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; 2026Q1: 2,399,835 shares 2,399,835 $61.9M 0.09% +255,018 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; 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; 2026Q1: 729,356 shares 729,356 $61.9M 0.09% +110,119 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,384 shares; 2024Q4: 190,923 shares; 2025Q1: 225,659 shares; 2025Q2: 262,335 shares; 2025Q3: 264,448 shares; 2025Q4: 255,030 shares; 2026Q1: 246,290 shares 246,290 $61.7M 0.09% -8,740 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 479,671 shares; 2024Q4: 502,780 shares; 2025Q1: 600,204 shares; 2025Q2: 599,617 shares; 2025Q3: 588,702 shares; 2025Q4: 678,284 shares; 2026Q1: 676,988 shares 676,988 $61.6M 0.09% -1,296 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 430,516 shares; 2024Q4: 446,628 shares; 2025Q1: 466,964 shares; 2025Q2: 463,321 shares; 2025Q3: 442,825 shares; 2025Q4: 408,037 shares; 2026Q1: 372,346 shares 372,346 $61.3M 0.09% -35,691 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 815,180 shares; 2024Q4: 807,945 shares; 2025Q1: 774,591 shares; 2025Q2: 786,208 shares; 2025Q3: 843,355 shares; 2025Q4: 775,950 shares; 2026Q1: 772,801 shares 772,801 $61.3M 0.09% -3,149 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 882,028 shares; 2024Q4: 904,026 shares; 2025Q1: 911,361 shares; 2025Q2: 866,196 shares; 2025Q3: 777,652 shares; 2025Q4: 621,688 shares; 2026Q1: 576,845 shares 576,845 $61.2M 0.09% -44,843 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 589,287 shares; 2024Q4: 597,158 shares; 2025Q1: 622,017 shares; 2025Q2: 604,037 shares; 2025Q3: 547,110 shares; 2025Q4: 490,157 shares; 2026Q1: 474,697 shares 474,697 $61.1M 0.09% -15,460 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 710,368 shares; 2024Q4: 716,319 shares; 2025Q1: 746,259 shares; 2025Q2: 736,637 shares; 2025Q3: 649,841 shares; 2025Q4: 584,633 shares; 2026Q1: 531,405 shares 531,405 $61.1M 0.09% -53,228 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 369,676 shares; 2024Q4: 402,696 shares; 2025Q1: 428,918 shares; 2025Q2: 442,004 shares; 2025Q3: 450,445 shares; 2025Q4: 472,525 shares; 2026Q1: 436,558 shares 436,558 $60.4M 0.08% -35,967 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 992,662 shares 992,662 $60.2M 0.08% -252,846 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 837,053 shares 837,053 $60.1M 0.08% -175,331 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 906,175 shares; 2024Q4: 894,168 shares; 2025Q1: 959,931 shares; 2025Q2: 916,922 shares; 2025Q3: 783,148 shares; 2025Q4: 729,717 shares; 2026Q1: 691,739 shares 691,739 $59.9M 0.08% -37,978 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 785,267 shares; 2024Q4: 736,738 shares; 2025Q1: 744,124 shares; 2025Q2: 801,588 shares; 2025Q3: 646,460 shares; 2025Q4: 607,966 shares; 2026Q1: 591,381 shares 591,381 $59.5M 0.08% -16,585 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 740,357 shares; 2024Q4: 649,424 shares; 2025Q1: 902,085 shares; 2025Q2: 928,738 shares; 2025Q3: 514,574 shares; 2025Q4: 763,768 shares; 2026Q1: 644,277 shares 644,277 $59M 0.08% -119,491 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,074 shares; 2024Q4: 164,179 shares; 2025Q1: 176,990 shares; 2025Q2: 180,574 shares; 2025Q3: 201,006 shares; 2025Q4: 266,437 shares; 2026Q1: 360,420 shares 360,420 $59M 0.08% +93,983 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 625,690 shares; 2025Q2: 649,388 shares; 2025Q3: 654,291 shares; 2025Q4: 643,907 shares; 2026Q1: 771,326 shares 771,326 $58.8M 0.08% +127,419 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 741,731 shares; 2024Q4: 728,590 shares; 2025Q1: 729,831 shares; 2025Q2: 747,315 shares; 2025Q3: 716,191 shares; 2025Q4: 658,393 shares; 2026Q1: 660,811 shares 660,811 $58.6M 0.08% +2,418 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 951,614 shares; 2024Q4: 916,359 shares; 2025Q1: 911,709 shares; 2025Q2: 830,040 shares; 2025Q3: 730,204 shares; 2025Q4: 662,711 shares; 2026Q1: 607,416 shares 607,416 $58.5M 0.08% -55,295 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 287,037 shares; 2024Q4: 296,086 shares; 2025Q1: 429,228 shares; 2025Q2: 488,814 shares; 2025Q3: 490,020 shares; 2025Q4: 484,522 shares; 2026Q1: 491,737 shares 491,737 $58.3M 0.08% +7,215 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250,617 shares; 2024Q4: 265,852 shares; 2025Q1: 655,325 shares; 2025Q2: 668,997 shares; 2025Q3: 609,714 shares; 2025Q4: 614,591 shares; 2026Q1: 540,109 shares 540,109 $57.5M 0.08% -74,482 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; 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; 2026Q1: 790,048 shares 790,048 $57.4M 0.08% +33,738 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 778,234 shares; 2024Q4: 794,018 shares; 2025Q1: 859,799 shares; 2025Q2: 939,994 shares; 2025Q3: 986,766 shares; 2025Q4: 1,076,414 shares; 2026Q1: 1,233,133 shares 1,233,133 $57M 0.08% +156,719 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; 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; 2026Q1: 1,182,831 shares 1,182,831 $56.6M 0.08% +85,652 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; 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; 2026Q1: 1,582,342 shares 1,582,342 $56.2M 0.08% +91,236 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 647,373 shares; 2024Q4: 746,087 shares; 2025Q1: 687,838 shares; 2025Q2: 654,365 shares; 2025Q3: 526,799 shares; 2025Q4: 492,150 shares; 2026Q1: 473,681 shares 473,681 $56.1M 0.08% -18,469 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 624,068 shares; 2024Q4: 614,443 shares; 2025Q1: 581,839 shares; 2025Q2: 571,223 shares; 2025Q3: 504,084 shares; 2025Q4: 458,521 shares; 2026Q1: 424,743 shares 424,743 $55.6M 0.08% -33,778 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206,792 shares; 2024Q4: 216,785 shares; 2025Q1: 228,397 shares; 2025Q2: 215,766 shares; 2025Q3: 203,708 shares; 2025Q4: 186,418 shares; 2026Q1: 155,710 shares 155,710 $55.5M 0.08% -30,708 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 363,323 shares; 2024Q4: 355,141 shares; 2025Q1: 377,004 shares; 2025Q2: 357,298 shares; 2025Q3: 356,745 shares; 2025Q4: 353,861 shares; 2026Q1: 347,138 shares 347,138 $55.4M 0.08% -6,723 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 147,185 shares; 2025Q2: 907,617 shares; 2025Q3: 1,246,470 shares; 2025Q4: 1,428,117 shares; 2026Q1: 1,527,728 shares 1,527,728 $55.3M 0.08% +99,611 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 631,885 shares; 2024Q4: 659,114 shares; 2025Q1: 682,146 shares; 2025Q2: 855,909 shares; 2025Q3: 803,500 shares; 2025Q4: 698,650 shares; 2026Q1: 673,653 shares 673,653 $55.2M 0.08% -24,997 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; 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; 2026Q1: 1,559,608 shares 1,559,608 $55.2M 0.08% -368,801 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188,217 shares; 2024Q4: 191,006 shares; 2025Q1: 185,451 shares; 2025Q2: 195,574 shares; 2025Q3: 162,608 shares; 2025Q4: 150,164 shares; 2026Q1: 141,360 shares 141,360 $55.2M 0.08% -8,804 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 616,317 shares; 2024Q4: 630,518 shares; 2025Q1: 687,690 shares; 2025Q2: 664,375 shares; 2025Q3: 666,858 shares; 2025Q4: 642,748 shares; 2026Q1: 560,811 shares 560,811 $55.2M 0.08% -81,937 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,207,861 shares 1,207,861 $54.5M 0.08% -4,275 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; 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; 2026Q1: 1,561,598 shares 1,561,598 $54.4M 0.08% -55,001 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; 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; 2026Q1: 1,061,709 shares 1,061,709 $54.3M 0.08% +142,957 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278,273 shares; 2024Q4: 252,907 shares; 2025Q1: 268,753 shares; 2025Q2: 231,660 shares; 2025Q3: 214,422 shares; 2025Q4: 206,148 shares; 2026Q1: 199,085 shares 199,085 $54.2M 0.08% -7,063 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 665,351 shares; 2024Q4: 678,722 shares; 2025Q1: 688,005 shares; 2025Q2: 668,296 shares; 2025Q3: 500,384 shares; 2025Q4: 410,298 shares; 2026Q1: 368,885 shares 368,885 $54.1M 0.08% -41,413 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; 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; 2026Q1: 792,947 shares 792,947 $53.9M 0.08% -42,984 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 718,923 shares; 2024Q4: 690,552 shares; 2025Q1: 705,152 shares; 2025Q2: 659,370 shares; 2025Q3: 660,311 shares; 2025Q4: 667,480 shares; 2026Q1: 674,967 shares 674,967 $53.7M 0.08% +7,487 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 619,433 shares; 2024Q4: 635,128 shares; 2025Q1: 669,673 shares; 2025Q2: 555,511 shares; 2025Q3: 569,697 shares; 2025Q4: 606,254 shares; 2026Q1: 638,540 shares 638,540 $53.4M 0.07% +32,286 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 777,898 shares; 2024Q4: 782,624 shares; 2025Q1: 863,812 shares; 2025Q2: 633,518 shares; 2025Q3: 615,872 shares; 2025Q4: 593,418 shares; 2026Q1: 595,329 shares 595,329 $53.2M 0.07% +1,911 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 289,387 shares; 2024Q4: 291,210 shares; 2025Q1: 301,333 shares; 2025Q2: 300,221 shares; 2025Q3: 270,113 shares; 2025Q4: 244,839 shares; 2026Q1: 231,095 shares 231,095 $53.1M 0.07% -13,744 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,752 shares; 2024Q4: 241,332 shares; 2025Q1: 291,910 shares; 2025Q2: 307,733 shares; 2025Q3: 351,353 shares; 2025Q4: 320,197 shares; 2026Q1: 362,476 shares 362,476 $52.6M 0.07% +42,279 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 340,237 shares; 2024Q4: 354,847 shares; 2025Q1: 412,190 shares; 2025Q2: 457,003 shares; 2025Q3: 453,415 shares; 2025Q4: 513,991 shares; 2026Q1: 556,228 shares 556,228 $52.4M 0.07% +42,237 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 552,627 shares; 2024Q4: 547,169 shares; 2025Q1: 557,617 shares; 2025Q2: 559,083 shares; 2025Q3: 466,424 shares; 2025Q4: 434,589 shares; 2026Q1: 418,469 shares 418,469 $52.4M 0.07% -16,120 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 768,648 shares; 2024Q4: 540,290 shares; 2025Q1: 464,980 shares; 2025Q2: 425,773 shares; 2025Q3: 400,467 shares; 2025Q4: 376,284 shares; 2026Q1: 369,661 shares 369,661 $52.3M 0.07% -6,623 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 301,855 shares; 2024Q4: 295,221 shares; 2025Q1: 299,203 shares; 2025Q2: 317,193 shares; 2025Q3: 274,284 shares; 2025Q4: 226,624 shares; 2026Q1: 192,105 shares 192,105 $52M 0.07% -34,519 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,232,695 shares; 2024Q4: 1,290,546 shares; 2025Q1: 1,173,208 shares; 2025Q2: 771,118 shares; 2025Q3: 696,243 shares; 2025Q4: 638,643 shares; 2026Q1: 660,822 shares 660,822 $52M 0.07% +22,179 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,015,483 shares 1,015,483 $51.6M 0.07% -64,335 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,486,750 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; 2026Q1: 2,015,710 shares 2,015,710 $51.5M 0.07% +41,343 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; 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; 2026Q1: 1,124,050 shares 1,124,050 $51.1M 0.07% +118,826 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 530,362 shares; 2024Q4: 560,877 shares; 2025Q1: 547,968 shares; 2025Q2: 498,494 shares; 2025Q3: 433,517 shares; 2025Q4: 635,255 shares; 2026Q1: 553,686 shares 553,686 $51.1M 0.07% -81,569 Timeline AUSF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,646 shares; 2024Q4: 262,316 shares; 2025Q1: 623,248 shares; 2025Q2: 695,852 shares; 2025Q3: 672,108 shares; 2025Q4: 620,532 shares; 2026Q1: 1,054,016 shares 1,054,016 $51M 0.07% +433,484 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,420,733 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; 2026Q1: 1,430,221 shares 1,430,221 $50.7M 0.07% -79,587 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; 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; 2026Q1: 1,271,928 shares 1,271,928 $49.4M 0.07% -37,928 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,207,979 shares 1,207,979 $49M 0.07% -101,193 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 381,811 shares; 2024Q4: 402,695 shares; 2025Q1: 412,198 shares; 2025Q2: 732,843 shares; 2025Q3: 863,327 shares; 2025Q4: 1,014,039 shares; 2026Q1: 1,140,010 shares 1,140,010 $48.5M 0.07% +125,971 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 294,489 shares; 2024Q4: 472,367 shares; 2025Q1: 723,792 shares; 2025Q2: 611,502 shares; 2025Q3: 668,019 shares; 2025Q4: 550,076 shares; 2026Q1: 482,256 shares 482,256 $48.5M 0.07% -67,820 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,592 shares; 2024Q4: 309,691 shares; 2025Q1: 592,581 shares; 2025Q2: 567,530 shares; 2025Q3: 630,000 shares; 2025Q4: 696,926 shares; 2026Q1: 749,393 shares 749,393 $47.9M 0.07% +52,467 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 695,480 shares; 2024Q4: 744,548 shares; 2025Q1: 684,706 shares; 2025Q2: 668,910 shares; 2025Q3: 669,047 shares; 2025Q4: 654,144 shares; 2026Q1: 672,914 shares 672,914 $47.9M 0.07% +18,770 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,943 shares; 2024Q4: 166,288 shares; 2025Q1: 175,264 shares; 2025Q2: 170,280 shares; 2025Q3: 156,967 shares; 2025Q4: 139,371 shares; 2026Q1: 138,977 shares 138,977 $47.7M 0.07% -394 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,377 shares; 2024Q4: 32,388 shares; 2025Q1: 33,705 shares; 2025Q2: 31,308 shares; 2025Q3: 35,074 shares; 2025Q4: 33,854 shares; 2026Q1: 32,217 shares 32,217 $47.4M 0.07% -1,637 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,045,565 shares 2,045,565 $46.9M 0.07% +861,408 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 930,289 shares 930,289 $46.8M 0.07% +13,951 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,120 shares; 2024Q4: 134,037 shares; 2025Q1: 150,743 shares; 2025Q2: 133,894 shares; 2025Q3: 151,571 shares; 2025Q4: 157,408 shares; 2026Q1: 184,097 shares 184,097 $46.8M 0.07% +26,689 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; 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; 2026Q1: 386,491 shares 386,491 $46.7M 0.07% -352 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 853,609 shares; 2024Q4: 755,969 shares; 2025Q1: 909,769 shares; 2025Q2: 936,939 shares; 2025Q3: 931,902 shares; 2025Q4: 885,065 shares; 2026Q1: 914,785 shares 914,785 $46.5M 0.06% +29,720 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 577,915 shares; 2024Q4: 737,801 shares; 2025Q1: 856,827 shares; 2025Q2: 895,290 shares; 2025Q3: 820,995 shares; 2025Q4: 759,955 shares; 2026Q1: 641,189 shares 641,189 $46.1M 0.06% -118,766 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; 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; 2026Q1: 712,806 shares 712,806 $46M 0.06% +1,164 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,658 shares; 2024Q4: 270,496 shares; 2025Q1: 421,013 shares; 2025Q2: 420,770 shares; 2025Q3: 483,397 shares; 2025Q4: 488,746 shares; 2026Q1: 415,538 shares 415,538 $45.9M 0.06% -73,208 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 512,147 shares; 2025Q1: 613,309 shares; 2025Q2: 595,820 shares; 2025Q3: 531,304 shares; 2025Q4: 453,664 shares; 2026Q1: 373,184 shares 373,184 $45.8M 0.06% -80,480 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 743,042 shares 743,042 $45.6M 0.06% -395,957 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,256 shares; 2024Q4: 61,978 shares; 2025Q1: 69,846 shares; 2025Q2: 93,500 shares; 2025Q3: 88,947 shares; 2025Q4: 78,965 shares; 2026Q1: 82,727 shares 82,727 $45.4M 0.06% +3,762 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 469,685 shares; 2024Q4: 609,856 shares; 2025Q1: 612,373 shares; 2025Q2: 613,744 shares; 2025Q3: 623,801 shares; 2025Q4: 563,087 shares; 2026Q1: 573,954 shares 573,954 $45.2M 0.06% +10,867 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,481 shares; 2024Q4: 103,203 shares; 2025Q1: 106,833 shares; 2025Q2: 101,557 shares; 2025Q3: 88,088 shares; 2025Q4: 70,521 shares; 2026Q1: 72,103 shares 72,103 $44.5M 0.06% +1,582 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; 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; 2026Q1: 1,153,580 shares 1,153,580 $44.4M 0.06% -12,193 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 748,895 shares; 2024Q4: 810,439 shares; 2025Q1: 663,572 shares; 2025Q2: 664,514 shares; 2025Q3: 445,203 shares; 2025Q4: 408,287 shares; 2026Q1: 397,314 shares 397,314 $44.2M 0.06% -10,973 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 853,930 shares; 2024Q4: 967,579 shares; 2025Q1: 946,913 shares; 2025Q2: 968,708 shares; 2025Q3: 894,465 shares; 2025Q4: 895,746 shares; 2026Q1: 915,509 shares 915,509 $44.2M 0.06% +19,763 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; 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; 2026Q1: 1,025,505 shares 1,025,505 $44.2M 0.06% -46,763 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; 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; 2026Q1: 551,224 shares 551,224 $44.1M 0.06% +1,386 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223,858 shares; 2024Q4: 217,889 shares; 2025Q1: 226,270 shares; 2025Q2: 204,725 shares; 2025Q3: 185,081 shares; 2025Q4: 179,037 shares; 2026Q1: 180,990 shares 180,990 $43.9M 0.06% +1,953 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227,883 shares; 2024Q4: 227,972 shares; 2025Q1: 269,547 shares; 2025Q2: 244,328 shares; 2025Q3: 285,721 shares; 2025Q4: 236,664 shares; 2026Q1: 213,068 shares 213,068 $43.8M 0.06% -23,596 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; 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; 2026Q1: 104,773 shares 104,773 $43.7M 0.06% +32,883 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,896,206 shares 1,896,206 $43.5M 0.06% +140,701 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; 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; 2026Q1: 1,276,388 shares 1,276,388 $43.4M 0.06% -10,096 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; 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; 2026Q1: 865,227 shares 865,227 $43.4M 0.06% -31,480 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; 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; 2026Q1: 1,307,116 shares 1,307,116 $43.3M 0.06% +526,018 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215,365 shares; 2024Q4: 216,110 shares; 2025Q1: 233,521 shares; 2025Q2: 221,486 shares; 2025Q3: 217,174 shares; 2025Q4: 201,535 shares; 2026Q1: 189,941 shares 189,941 $42.7M 0.06% -11,594 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 437,160 shares; 2024Q4: 477,495 shares; 2025Q1: 540,482 shares; 2025Q2: 576,128 shares; 2025Q3: 585,563 shares; 2025Q4: 760,766 shares; 2026Q1: 895,934 shares 895,934 $42.6M 0.06% +135,168 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,220 shares; 2024Q4: 159,497 shares; 2025Q1: 166,711 shares; 2025Q2: 156,992 shares; 2025Q3: 154,563 shares; 2025Q4: 137,912 shares; 2026Q1: 129,580 shares 129,580 $42.6M 0.06% -8,332 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,674 shares; 2024Q4: 141,729 shares; 2025Q1: 183,923 shares; 2025Q2: 196,813 shares; 2025Q3: 298,625 shares; 2025Q4: 303,017 shares; 2026Q1: 459,307 shares 459,307 $42.6M 0.06% +156,290 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 961,372 shares 961,372 $42.4M 0.06% +40,031 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,821 shares; 2024Q4: 176,271 shares; 2025Q1: 121,333 shares; 2025Q2: 257,054 shares; 2025Q3: 315,389 shares; 2025Q4: 380,048 shares; 2026Q1: 377,857 shares 377,857 $42.4M 0.06% -2,191 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278,750 shares; 2024Q4: 292,402 shares; 2025Q1: 318,877 shares; 2025Q2: 324,804 shares; 2025Q3: 347,161 shares; 2025Q4: 341,414 shares; 2026Q1: 292,019 shares 292,019 $42.3M 0.06% -49,395 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; 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; 2026Q1: 844,053 shares 844,053 $42.2M 0.06% +199,897 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,859 shares; 2024Q4: 146,677 shares; 2025Q1: 146,022 shares; 2025Q2: 130,147 shares; 2025Q3: 123,288 shares; 2025Q4: 119,171 shares; 2026Q1: 118,454 shares 118,454 $42.2M 0.06% -717 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 317,898 shares; 2024Q4: 320,815 shares; 2025Q1: 334,028 shares; 2025Q2: 326,403 shares; 2025Q3: 299,480 shares; 2025Q4: 252,392 shares; 2026Q1: 223,155 shares 223,155 $41.7M 0.06% -29,237 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,953 shares; 2024Q4: 82,377 shares; 2025Q1: 83,938 shares; 2025Q2: 81,169 shares; 2025Q3: 74,819 shares; 2025Q4: 72,289 shares; 2026Q1: 60,568 shares 60,568 $41.3M 0.06% -11,721 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 472,955 shares; 2024Q4: 438,252 shares; 2025Q1: 462,374 shares; 2025Q2: 409,416 shares; 2025Q3: 321,537 shares; 2025Q4: 303,879 shares; 2026Q1: 284,420 shares 284,420 $41.3M 0.06% -19,459 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,044,352 shares 1,044,352 $41.2M 0.06% +51,363 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,088,417 shares 1,088,417 $41.2M 0.06% -20,110 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,374 shares; 2024Q4: 196,654 shares; 2025Q1: 194,300 shares; 2025Q2: 194,427 shares; 2025Q3: 210,501 shares; 2025Q4: 204,208 shares; 2026Q1: 173,908 shares 173,908 $41.1M 0.06% -30,300 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,284 shares; 2024Q4: 52,101 shares; 2025Q1: 57,590 shares; 2025Q2: 48,678 shares; 2025Q3: 48,879 shares; 2025Q4: 48,008 shares; 2026Q1: 47,293 shares 47,293 $40.9M 0.06% -715 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,483 shares; 2024Q4: 110,749 shares; 2025Q1: 119,948 shares; 2025Q2: 101,282 shares; 2025Q3: 99,618 shares; 2025Q4: 99,019 shares; 2026Q1: 110,168 shares 110,168 $40.8M 0.06% +11,149 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,684,063 shares 1,684,063 $40.8M 0.06% +275,437 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 241,835 shares; 2025Q2: 654,161 shares; 2025Q3: 722,752 shares; 2025Q4: 920,118 shares; 2026Q1: 1,370,903 shares 1,370,903 $40.2M 0.06% +450,785 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,223 shares; 2024Q4: 122,880 shares; 2025Q1: 135,336 shares; 2025Q2: 161,085 shares; 2025Q3: 152,377 shares; 2025Q4: 150,986 shares; 2026Q1: 144,029 shares 144,029 $40.2M 0.06% -6,957 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 738,219 shares 738,219 $40M 0.06% -158,722 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 349,396 shares; 2024Q4: 413,463 shares; 2025Q1: 487,379 shares; 2025Q2: 532,493 shares; 2025Q3: 552,813 shares; 2025Q4: 530,018 shares; 2026Q1: 556,296 shares 556,296 $39.9M 0.06% +26,278 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 377,476 shares; 2024Q4: 370,525 shares; 2025Q1: 390,867 shares; 2025Q2: 381,031 shares; 2025Q3: 367,296 shares; 2025Q4: 362,322 shares; 2026Q1: 350,956 shares 350,956 $39.8M 0.06% -11,366 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,774 shares; 2024Q4: 92,380 shares; 2025Q1: 98,583 shares; 2025Q2: 101,769 shares; 2025Q3: 92,188 shares; 2025Q4: 79,042 shares; 2026Q1: 80,089 shares 80,089 $39.7M 0.06% +1,047 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 578,481 shares; 2024Q4: 592,915 shares; 2025Q1: 641,250 shares; 2025Q2: 638,339 shares; 2025Q3: 645,366 shares; 2025Q4: 636,066 shares; 2026Q1: 447,397 shares 447,397 $39.6M 0.06% -188,669 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,759 shares; 2024Q4: 21,417 shares; 2025Q1: 29,395 shares; 2025Q2: 154,681 shares; 2025Q3: 266,857 shares; 2025Q4: 469,507 shares; 2026Q1: 719,986 shares 719,986 $39.5M 0.06% +250,479 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; 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; 2026Q1: 747,184 shares 747,184 $39.3M 0.05% -16,358 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 631,002 shares; 2024Q4: 886,239 shares; 2025Q1: 955,636 shares; 2025Q2: 913,760 shares; 2025Q3: 816,101 shares; 2025Q4: 856,000 shares; 2026Q1: 786,140 shares 786,140 $39.2M 0.05% -69,860 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 366,857 shares; 2024Q4: 375,269 shares; 2025Q1: 462,602 shares; 2025Q2: 399,263 shares; 2025Q3: 389,985 shares; 2025Q4: 321,973 shares; 2026Q1: 328,846 shares 328,846 $39M 0.05% +6,873 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 788,142 shares; 2024Q4: 741,987 shares; 2025Q1: 656,379 shares; 2025Q2: 570,408 shares; 2025Q3: 629,570 shares; 2025Q4: 337,467 shares; 2026Q1: 408,485 shares 408,485 $39M 0.05% +71,018 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 389,958 shares; 2024Q4: 400,310 shares; 2025Q1: 468,942 shares; 2025Q2: 382,333 shares; 2025Q3: 364,048 shares; 2025Q4: 344,796 shares; 2026Q1: 295,234 shares 295,234 $39M 0.05% -49,562 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,187,848 shares; 2024Q4: 1,238,124 shares; 2025Q1: 1,230,605 shares; 2025Q2: 970,763 shares; 2025Q3: 948,524 shares; 2025Q4: 991,532 shares; 2026Q1: 777,821 shares 777,821 $38.8M 0.05% -213,711 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; 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; 2026Q1: 1,212,494 shares 1,212,494 $38.7M 0.05% +55,595 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,477 shares; 2024Q4: 178,766 shares; 2025Q1: 186,497 shares; 2025Q2: 174,343 shares; 2025Q3: 171,384 shares; 2025Q4: 154,198 shares; 2026Q1: 148,275 shares 148,275 $38.6M 0.05% -5,923 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 327,368 shares; 2024Q4: 332,891 shares; 2025Q1: 383,544 shares; 2025Q2: 374,610 shares; 2025Q3: 453,249 shares; 2025Q4: 2,097,756 shares; 2026Q1: 1,856,612 shares 1,856,612 $38.5M 0.05% -241,144 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 301,803 shares; 2024Q4: 292,164 shares; 2025Q1: 300,788 shares; 2025Q2: 276,731 shares; 2025Q3: 255,839 shares; 2025Q4: 211,917 shares; 2026Q1: 210,092 shares 210,092 $38.3M 0.05% -1,825 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,448 shares; 2024Q4: 39,519 shares; 2025Q1: 408,280 shares; 2025Q2: 78,224 shares; 2025Q3: 100,232 shares; 2025Q4: 210,882 shares; 2026Q1: 763,843 shares 763,843 $38.2M 0.05% +552,961 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 225,606 shares 225,606 $38.1M 0.05% -641 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; 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; 2026Q1: 871,803 shares 871,803 $38.1M 0.05% +65,868 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 607,657 shares; 2024Q4: 727,414 shares; 2025Q1: 697,847 shares; 2025Q2: 796,214 shares; 2025Q3: 656,617 shares; 2025Q4: 664,129 shares; 2026Q1: 636,659 shares 636,659 $38.1M 0.05% -27,470 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 298,369 shares; 2024Q4: 399,644 shares; 2025Q1: 441,937 shares; 2025Q2: 398,302 shares; 2025Q3: 361,870 shares; 2025Q4: 326,033 shares; 2026Q1: 349,972 shares 349,972 $37.9M 0.05% +23,939 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 915,709 shares 915,709 $37.6M 0.05% +25,990 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,459,429 shares 1,459,429 $37.4M 0.05% -55,546 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,211 shares; 2025Q1: 129,293 shares; 2025Q2: 343,855 shares; 2025Q3: 467,546 shares; 2025Q4: 655,790 shares; 2026Q1: 1,226,469 shares 1,226,469 $37.4M 0.05% +570,679 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,139,583 shares 1,139,583 $37.3M 0.05% new 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; 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; 2026Q1: 789,098 shares 789,098 $37.2M 0.05% -44,549 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,271 shares; 2024Q4: 109,749 shares; 2025Q1: 113,948 shares; 2025Q2: 107,317 shares; 2025Q3: 91,625 shares; 2025Q4: 81,787 shares; 2026Q1: 75,436 shares 75,436 $37.1M 0.05% -6,351 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; 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; 2026Q1: 253,689 shares 253,689 $37M 0.05% -21,753 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; 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; 2026Q1: 468,453 shares 468,453 $36.7M 0.05% -2,160 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,228 shares; 2024Q4: 126,908 shares; 2025Q1: 147,507 shares; 2025Q2: 194,194 shares; 2025Q3: 202,308 shares; 2025Q4: 178,608 shares; 2026Q1: 199,363 shares 199,363 $36.4M 0.05% +20,755 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 391,530 shares; 2024Q4: 391,006 shares; 2025Q1: 394,780 shares; 2025Q2: 392,688 shares; 2025Q3: 366,155 shares; 2025Q4: 352,697 shares; 2026Q1: 320,701 shares 320,701 $36.3M 0.05% -31,996 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,131 shares; 2024Q4: 171,071 shares; 2025Q1: 180,644 shares; 2025Q2: 168,413 shares; 2025Q3: 122,318 shares; 2025Q4: 113,468 shares; 2026Q1: 112,719 shares 112,719 $36.1M 0.05% -749 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,835 shares; 2024Q4: 158,804 shares; 2025Q1: 169,216 shares; 2025Q2: 177,159 shares; 2025Q3: 180,307 shares; 2025Q4: 184,217 shares; 2026Q1: 182,052 shares 182,052 $36.1M 0.05% -2,165 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 324,016 shares; 2024Q4: 310,535 shares; 2025Q1: 382,748 shares; 2025Q2: 351,818 shares; 2025Q3: 309,596 shares; 2025Q4: 263,538 shares; 2026Q1: 258,398 shares 258,398 $36M 0.05% -5,140 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,483,260 shares 1,483,260 $36M 0.05% -53,747 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 385,382 shares; 2024Q4: 396,219 shares; 2025Q1: 403,988 shares; 2025Q2: 395,337 shares; 2025Q3: 396,924 shares; 2025Q4: 381,901 shares; 2026Q1: 383,856 shares 383,856 $36M 0.05% +1,955 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,343 shares; 2024Q4: 49,397 shares; 2025Q1: 54,303 shares; 2025Q2: 62,613 shares; 2025Q3: 63,053 shares; 2025Q4: 296,712 shares; 2026Q1: 342,092 shares 342,092 $35.8M 0.05% +45,380 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,052 shares; 2025Q2: 116,875 shares; 2025Q3: 678,912 shares; 2025Q4: 758,172 shares; 2026Q1: 1,040,714 shares 1,040,714 $35.5M 0.05% +282,542 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 781,781 shares; 2024Q4: 763,063 shares; 2025Q1: 989,548 shares; 2025Q2: 908,073 shares; 2025Q3: 841,339 shares; 2025Q4: 867,132 shares; 2026Q1: 739,560 shares 739,560 $35.5M 0.05% -127,572 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,125 shares; 2024Q4: 44,038 shares; 2025Q1: 45,321 shares; 2025Q2: 42,298 shares; 2025Q3: 40,490 shares; 2025Q4: 39,628 shares; 2026Q1: 39,499 shares 39,499 $35.4M 0.05% -129 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236,825 shares; 2024Q4: 212,693 shares; 2025Q1: 194,469 shares; 2025Q2: 187,773 shares; 2025Q3: 168,756 shares; 2025Q4: 155,111 shares; 2026Q1: 142,449 shares 142,449 $35.2M 0.05% -12,662 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 384,395 shares; 2024Q4: 418,313 shares; 2025Q1: 451,717 shares; 2025Q2: 463,841 shares; 2025Q3: 408,412 shares; 2025Q4: 527,433 shares; 2026Q1: 353,817 shares 353,817 $35.2M 0.05% -173,616 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,150,748 shares 1,150,748 $34.9M 0.05% -161,413 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; 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; 2026Q1: 1,245,712 shares 1,245,712 $34.6M 0.05% -788,204 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,263,196 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; 2026Q1: 658,005 shares 658,005 $34.5M 0.05% -1,125 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 464,604 shares; 2024Q4: 571,803 shares; 2025Q1: 658,863 shares; 2025Q2: 737,938 shares; 2025Q3: 750,484 shares; 2025Q4: 766,927 shares; 2026Q1: 779,079 shares 779,079 $34.4M 0.05% +12,152 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 552,869 shares; 2024Q4: 539,179 shares; 2025Q1: 544,059 shares; 2025Q2: 553,452 shares; 2025Q3: 524,700 shares; 2025Q4: 618,966 shares; 2026Q1: 605,190 shares 605,190 $34.4M 0.05% -13,776 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 693,596 shares 693,596 $34.3M 0.05% -264,673 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 352,291 shares; 2024Q4: 489,078 shares; 2025Q1: 596,861 shares; 2025Q2: 796,700 shares; 2025Q3: 735,340 shares; 2025Q4: 989,899 shares; 2026Q1: 1,291,454 shares 1,291,454 $33.9M 0.05% +301,555 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 307,295 shares; 2024Q4: 310,984 shares; 2025Q1: 318,866 shares; 2025Q2: 303,443 shares; 2025Q3: 298,141 shares; 2025Q4: 272,909 shares; 2026Q1: 279,788 shares 279,788 $33.9M 0.05% +6,879 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,502,340 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; 2026Q1: 1,752,473 shares 1,752,473 $33.8M 0.05% -54,254 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,657 shares; 2024Q4: 198,693 shares; 2025Q1: 204,892 shares; 2025Q2: 217,950 shares; 2025Q3: 188,594 shares; 2025Q4: 176,559 shares; 2026Q1: 162,412 shares 162,412 $33.8M 0.05% -14,147 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,931 shares; 2024Q4: 116,330 shares; 2025Q1: 113,901 shares; 2025Q2: 154,561 shares; 2025Q3: 185,002 shares; 2025Q4: 186,237 shares; 2026Q1: 203,720 shares 203,720 $33.8M 0.05% +17,483 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 275,550 shares; 2024Q4: 335,330 shares; 2025Q1: 319,799 shares; 2025Q2: 197,446 shares; 2025Q3: 202,322 shares; 2025Q4: 274,006 shares; 2026Q1: 309,232 shares 309,232 $33.7M 0.05% +35,226 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202,520 shares; 2024Q4: 193,360 shares; 2025Q1: 234,885 shares; 2025Q2: 253,041 shares; 2025Q3: 406,805 shares; 2025Q4: 343,640 shares; 2026Q1: 339,976 shares 339,976 $33.7M 0.05% -3,664 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; 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; 2026Q1: 389,110 shares 389,110 $33.7M 0.05% -7,545 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 248,785 shares; 2024Q4: 325,269 shares; 2025Q1: 637,235 shares; 2025Q2: 590,139 shares; 2025Q3: 619,897 shares; 2025Q4: 623,472 shares; 2026Q1: 720,569 shares 720,569 $33.6M 0.05% +97,097 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,205,610 shares 1,205,610 $33.6M 0.05% -9,212 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239,191 shares; 2024Q4: 237,827 shares; 2025Q1: 219,443 shares; 2025Q2: 236,829 shares; 2025Q3: 203,347 shares; 2025Q4: 179,319 shares; 2026Q1: 172,935 shares 172,935 $33.6M 0.05% -6,384 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 413,077 shares; 2024Q4: 476,187 shares; 2025Q1: 493,047 shares; 2025Q2: 506,587 shares; 2025Q3: 456,302 shares; 2025Q4: 396,649 shares; 2026Q1: 400,387 shares 400,387 $33.5M 0.05% +3,738 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; 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; 2026Q1: 115,226 shares 115,226 $33.1M 0.05% +2,197 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; 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; 2026Q1: 123,923 shares 123,923 $33.1M 0.05% +2,620 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,554 shares; 2024Q4: 193,567 shares; 2025Q1: 205,840 shares; 2025Q2: 194,494 shares; 2025Q3: 190,274 shares; 2025Q4: 172,386 shares; 2026Q1: 162,172 shares 162,172 $33M 0.05% -10,214 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,935 shares; 2024Q4: 15,831 shares; 2025Q1: 41,992 shares; 2025Q2: 72,843 shares; 2025Q3: 136,730 shares; 2025Q4: 192,830 shares; 2026Q1: 245,915 shares 245,915 $32.8M 0.05% +53,085 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 511,338 shares; 2024Q4: 505,663 shares; 2025Q1: 507,934 shares; 2025Q2: 471,090 shares; 2025Q3: 444,256 shares; 2025Q4: 389,769 shares; 2026Q1: 365,452 shares 365,452 $32.7M 0.05% -24,317 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,175,843 shares 1,175,843 $32.6M 0.05% -74,974 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 672,297 shares; 2024Q4: 698,178 shares; 2025Q1: 735,758 shares; 2025Q2: 714,501 shares; 2025Q3: 695,515 shares; 2025Q4: 622,381 shares; 2026Q1: 626,860 shares 626,860 $32.6M 0.05% +4,479 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,313,947 shares 1,313,947 $32.5M 0.05% -655,580 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,995 shares; 2024Q4: 74,140 shares; 2025Q1: 75,504 shares; 2025Q2: 80,293 shares; 2025Q3: 72,612 shares; 2025Q4: 71,353 shares; 2026Q1: 70,037 shares 70,037 $32.3M 0.05% -1,316 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; 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; 2026Q1: 646,922 shares 646,922 $32.2M 0.04% +119,588 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; 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; 2026Q1: 699,927 shares 699,927 $32.2M 0.04% -20,245 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; 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; 2026Q1: 1,008,289 shares 1,008,289 $31.8M 0.04% +56,383 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; 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; 2026Q1: 735,174 shares 735,174 $31.7M 0.04% -46,399 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 945,077 shares 945,077 $31.6M 0.04% -161,761 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247,178 shares; 2024Q4: 257,170 shares; 2025Q1: 322,557 shares; 2025Q2: 375,840 shares; 2025Q3: 461,351 shares; 2025Q4: 383,817 shares; 2026Q1: 313,418 shares 313,418 $31.6M 0.04% -70,399 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; 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; 2026Q1: 6,167,108 shares 6,167,108 $31.5M 0.04% -821,138 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 433,703 shares 433,703 $31.4M 0.04% -19,920 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; 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; 2026Q1: 653,394 shares 653,394 $31.3M 0.04% +41,226 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285,118 shares; 2024Q4: 340,782 shares; 2025Q1: 333,830 shares; 2025Q2: 308,340 shares; 2025Q3: 262,453 shares; 2025Q4: 251,428 shares; 2026Q1: 236,258 shares 236,258 $31.3M 0.04% -15,170 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,494 shares; 2024Q4: 157,131 shares; 2025Q1: 166,838 shares; 2025Q2: 154,276 shares; 2025Q3: 142,604 shares; 2025Q4: 134,195 shares; 2026Q1: 127,851 shares 127,851 $31.2M 0.04% -6,344 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 322,700 shares; 2024Q4: 343,628 shares; 2025Q1: 360,192 shares; 2025Q2: 331,760 shares; 2025Q3: 287,540 shares; 2025Q4: 236,629 shares; 2026Q1: 236,808 shares 236,808 $31M 0.04% +179 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; 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; 2026Q1: 134,608 shares 134,608 $31M 0.04% -32,113 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 338,769 shares; 2024Q4: 272,866 shares; 2025Q1: 298,088 shares; 2025Q2: 297,995 shares; 2025Q3: 297,980 shares; 2025Q4: 277,801 shares; 2026Q1: 261,176 shares 261,176 $31M 0.04% -16,625 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; 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; 2026Q1: 873,251 shares 873,251 $30.9M 0.04% -34,545 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,968 shares; 2024Q4: 150,919 shares; 2025Q1: 157,107 shares; 2025Q2: 150,071 shares; 2025Q3: 112,450 shares; 2025Q4: 106,366 shares; 2026Q1: 105,464 shares 105,464 $30.6M 0.04% -902 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,624 shares; 2024Q4: 113,345 shares; 2025Q1: 104,962 shares; 2025Q2: 96,711 shares; 2025Q3: 89,519 shares; 2025Q4: 86,001 shares; 2026Q1: 85,349 shares 85,349 $30.6M 0.04% -652 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210,751 shares; 2024Q4: 219,416 shares; 2025Q1: 252,953 shares; 2025Q2: 209,387 shares; 2025Q3: 197,857 shares; 2025Q4: 397,693 shares; 2026Q1: 280,599 shares 280,599 $30.6M 0.04% -117,094 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; 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; 2026Q1: 493,273 shares 493,273 $30.5M 0.04% -88,288 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; 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; 2026Q1: 625,503 shares 625,503 $30.3M 0.04% -27,235 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 296,778 shares; 2024Q4: 298,442 shares; 2025Q1: 315,981 shares; 2025Q2: 306,495 shares; 2025Q3: 270,591 shares; 2025Q4: 269,184 shares; 2026Q1: 293,777 shares 293,777 $30.3M 0.04% +24,593 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 638,871 shares; 2024Q4: 680,487 shares; 2025Q1: 702,442 shares; 2025Q2: 720,682 shares; 2025Q3: 659,162 shares; 2025Q4: 616,451 shares; 2026Q1: 609,392 shares 609,392 $30.3M 0.04% -7,059 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,595 shares; 2024Q4: 69,567 shares; 2025Q1: 65,027 shares; 2025Q2: 62,682 shares; 2025Q3: 56,481 shares; 2025Q4: 62,976 shares; 2026Q1: 55,648 shares 55,648 $29.9M 0.04% -7,328 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; 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; 2026Q1: 624,590 shares 624,590 $29.9M 0.04% +12,995 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,331 shares; 2025Q1: 47,642 shares; 2025Q2: 45,691 shares; 2025Q3: 41,943 shares; 2025Q4: 38,426 shares; 2026Q1: 31,053 shares 31,053 $29.9M 0.04% -7,373 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 460,653 shares; 2024Q4: 419,626 shares; 2025Q1: 425,461 shares; 2025Q2: 371,067 shares; 2025Q3: 362,490 shares; 2025Q4: 349,598 shares; 2026Q1: 311,166 shares 311,166 $29.7M 0.04% -38,432 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,503 shares; 2024Q4: 138,287 shares; 2025Q1: 311,763 shares; 2025Q2: 380,325 shares; 2025Q3: 401,410 shares; 2025Q4: 576,780 shares; 2026Q1: 637,188 shares 637,188 $29.4M 0.04% +60,408 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,127 shares; 2024Q4: 45,462 shares; 2025Q1: 73,463 shares; 2025Q2: 79,862 shares; 2025Q3: 100,015 shares; 2025Q4: 214,331 shares; 2026Q1: 377,773 shares 377,773 $29.2M 0.04% +163,442 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 434,933 shares; 2024Q4: 400,390 shares; 2025Q1: 418,549 shares; 2025Q2: 816,641 shares; 2025Q3: 906,690 shares; 2025Q4: 903,130 shares; 2026Q1: 933,466 shares 933,466 $28.9M 0.04% +30,336 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,974,798 shares; 2026Q1: 3,223,035 shares 3,223,035 $28.9M 0.04% +248,237 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,775 shares; 2024Q4: 171,673 shares; 2025Q1: 174,544 shares; 2025Q2: 225,695 shares; 2025Q3: 121,218 shares; 2025Q4: 110,980 shares; 2026Q1: 359,597 shares 359,597 $28.8M 0.04% +248,617 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; 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; 2026Q1: 622,149 shares 622,149 $28.7M 0.04% +75,721 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; 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; 2026Q1: 407,897 shares 407,897 $28.7M 0.04% -20,076 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 661,380 shares; 2024Q4: 510,922 shares; 2025Q1: 493,343 shares; 2025Q2: 443,195 shares; 2025Q3: 458,552 shares; 2025Q4: 432,854 shares; 2026Q1: 397,765 shares 397,765 $28.6M 0.04% -35,089 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 690,358 shares; 2024Q4: 673,299 shares; 2025Q1: 687,585 shares; 2025Q2: 645,793 shares; 2025Q3: 651,322 shares; 2025Q4: 630,990 shares; 2026Q1: 621,231 shares 621,231 $28.6M 0.04% -9,759 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; 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; 2026Q1: 86,949 shares 86,949 $28.4M 0.04% -6,632 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 944,084 shares; 2024Q4: 916,921 shares; 2025Q1: 1,238,529 shares; 2025Q2: 1,298,897 shares; 2025Q3: 1,246,754 shares; 2025Q4: 588,103 shares; 2026Q1: 1,283,310 shares 1,283,310 $28.3M 0.04% +695,207 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 394,585 shares; 2024Q4: 416,501 shares; 2025Q1: 434,857 shares; 2025Q2: 449,800 shares; 2025Q3: 439,850 shares; 2025Q4: 429,132 shares; 2026Q1: 451,757 shares 451,757 $28.2M 0.04% +22,625 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 778,462 shares; 2024Q4: 668,522 shares; 2025Q1: 684,317 shares; 2025Q2: 714,150 shares; 2025Q3: 695,176 shares; 2025Q4: 566,899 shares; 2026Q1: 576,513 shares 576,513 $28.2M 0.04% +9,614 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; 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; 2026Q1: 1,049,093 shares 1,049,093 $28.2M 0.04% +28,162 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; 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; 2026Q1: 661,998 shares 661,998 $28.1M 0.04% +301 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; 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; 2026Q1: 265,404 shares 265,404 $27.9M 0.04% -739 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,925 shares; 2024Q4: 39,054 shares; 2025Q1: 118,510 shares; 2025Q2: 175,485 shares; 2025Q3: 181,667 shares; 2025Q4: 184,968 shares; 2026Q1: 826,923 shares 826,923 $27.8M 0.04% +641,955 Timeline FLRG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 815,981 shares; 2024Q4: 853,458 shares; 2025Q1: 837,649 shares; 2025Q2: 836,351 shares; 2025Q3: 805,968 shares; 2025Q4: 795,544 shares; 2026Q1: 754,626 shares 754,626 $27.8M 0.04% -40,918 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,351,008 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; 2026Q1: 1,118,598 shares 1,118,598 $27.7M 0.04% -125,781 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217,563 shares; 2024Q4: 238,654 shares; 2025Q1: 204,711 shares; 2025Q2: 205,197 shares; 2025Q3: 203,340 shares; 2025Q4: 219,699 shares; 2026Q1: 228,315 shares 228,315 $27.7M 0.04% +8,616 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,992 shares; 2024Q4: 150,109 shares; 2025Q1: 172,761 shares; 2025Q2: 171,854 shares; 2025Q3: 162,418 shares; 2025Q4: 172,517 shares; 2026Q1: 168,395 shares 168,395 $27.6M 0.04% -4,122 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225,531 shares; 2024Q4: 227,245 shares; 2025Q1: 238,472 shares; 2025Q2: 207,331 shares; 2025Q3: 206,140 shares; 2025Q4: 213,841 shares; 2026Q1: 221,378 shares 221,378 $27.6M 0.04% +7,537 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,279 shares; 2024Q4: 192,866 shares; 2025Q1: 224,829 shares; 2025Q2: 219,127 shares; 2025Q3: 215,676 shares; 2025Q4: 171,969 shares; 2026Q1: 131,036 shares 131,036 $27.5M 0.04% -40,933 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; 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; 2026Q1: 94,333 shares 94,333 $27.5M 0.04% +6,092 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 806,344 shares; 2024Q4: 838,639 shares; 2025Q1: 849,555 shares; 2025Q2: 750,263 shares; 2025Q3: 609,114 shares; 2025Q4: 586,910 shares; 2026Q1: 520,381 shares 520,381 $27.3M 0.04% -66,529 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 295,890 shares; 2024Q4: 367,801 shares; 2025Q1: 601,675 shares; 2025Q2: 606,068 shares; 2025Q3: 687,175 shares; 2025Q4: 762,201 shares; 2026Q1: 806,633 shares 806,633 $27.3M 0.04% +44,432 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 411,808 shares; 2024Q4: 268,176 shares; 2025Q1: 279,355 shares; 2025Q2: 277,332 shares; 2025Q3: 245,072 shares; 2025Q4: 240,709 shares; 2026Q1: 375,053 shares 375,053 $27.3M 0.04% +134,344 Timeline LQTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,497 shares; 2025Q2: 517,000 shares; 2025Q3: 827,918 shares; 2025Q4: 1,174,736 shares; 2026Q1: 1,393,154 shares 1,393,154 $27.3M 0.04% +218,418 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; 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; 2026Q1: 362,443 shares 362,443 $27.3M 0.04% +52,995 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 272,789 shares; 2024Q4: 358,717 shares; 2025Q1: 379,082 shares; 2025Q2: 405,533 shares; 2025Q3: 409,490 shares; 2025Q4: 421,896 shares; 2026Q1: 531,607 shares 531,607 $27.1M 0.04% +109,711 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; 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; 2026Q1: 815,007 shares 815,007 $27.1M 0.04% -7,887 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,207 shares; 2024Q4: 68,495 shares; 2025Q1: 112,858 shares; 2025Q2: 186,803 shares; 2025Q3: 193,747 shares; 2025Q4: 232,007 shares; 2026Q1: 270,952 shares 270,952 $27.1M 0.04% +38,945 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 306,123 shares; 2024Q4: 317,299 shares; 2025Q1: 356,558 shares; 2025Q2: 323,393 shares; 2025Q3: 286,353 shares; 2025Q4: 241,000 shares; 2026Q1: 246,423 shares 246,423 $27M 0.04% +5,423 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 339,229 shares; 2024Q4: 335,707 shares; 2025Q1: 349,450 shares; 2025Q2: 376,386 shares; 2025Q3: 323,498 shares; 2025Q4: 306,622 shares; 2026Q1: 295,823 shares 295,823 $27M 0.04% -10,799 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,376 shares; 2024Q4: 86,757 shares; 2025Q1: 97,669 shares; 2025Q2: 88,189 shares; 2025Q3: 80,637 shares; 2025Q4: 72,905 shares; 2026Q1: 68,763 shares 68,763 $26.9M 0.04% -4,142 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; 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; 2026Q1: 63,145 shares 63,145 $26.8M 0.04% -1,155 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,146,128 shares 1,146,128 $26.7M 0.04% -53,967 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 176,502 shares; 2025Q2: 73,242 shares; 2025Q3: 166,562 shares; 2025Q4: 307,671 shares; 2026Q1: 562,999 shares 562,999 $26.5M 0.04% +255,328 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 384,106 shares; 2024Q4: 633,842 shares; 2025Q1: 589,418 shares; 2025Q2: 595,860 shares; 2025Q3: 448,595 shares; 2025Q4: 474,222 shares; 2026Q1: 376,167 shares 376,167 $26.4M 0.04% -98,055 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,398 shares; 2024Q4: 38,888 shares; 2025Q1: 102,480 shares; 2025Q2: 327,297 shares; 2025Q3: 784,620 shares; 2025Q4: 909,211 shares; 2026Q1: 830,936 shares 830,936 $26.2M 0.04% -78,275 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,295 shares; 2024Q4: 75,651 shares; 2025Q1: 76,567 shares; 2025Q2: 71,168 shares; 2025Q3: 110,529 shares; 2025Q4: 123,845 shares; 2026Q1: 123,875 shares 123,875 $26.2M 0.04% +30 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; 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; 2026Q1: 213,629 shares 213,629 $26M 0.04% -240 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; 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; 2026Q1: 2,553,908 shares 2,553,908 $26M 0.04% -540,544 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 614,638 shares; 2024Q4: 673,653 shares; 2025Q1: 696,384 shares; 2025Q2: 708,935 shares; 2025Q3: 827,122 shares; 2025Q4: 1,025,685 shares; 2026Q1: 1,025,352 shares 1,025,352 $26M 0.04% -333 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 624,902 shares; 2024Q4: 637,932 shares; 2025Q1: 675,606 shares; 2025Q2: 662,238 shares; 2025Q3: 621,649 shares; 2025Q4: 580,106 shares; 2026Q1: 424,305 shares 424,305 $26M 0.04% -155,801 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 106,355 shares 106,355 $25.7M 0.04% -3,665 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 296,721 shares; 2024Q4: 301,760 shares; 2025Q1: 299,340 shares; 2025Q2: 287,287 shares; 2025Q3: 273,176 shares; 2025Q4: 241,686 shares; 2026Q1: 256,710 shares 256,710 $25.7M 0.04% +15,024 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 615,135 shares; 2024Q4: 588,530 shares; 2025Q1: 681,596 shares; 2025Q2: 664,211 shares; 2025Q3: 345,259 shares; 2025Q4: 288,041 shares; 2026Q1: 309,586 shares 309,586 $25.6M 0.04% +21,545 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,629 shares; 2024Q4: 174,856 shares; 2025Q1: 168,211 shares; 2025Q2: 159,272 shares; 2025Q3: 139,995 shares; 2025Q4: 143,614 shares; 2026Q1: 105,106 shares 105,106 $25.5M 0.04% -38,508 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,040,565 shares; 2024Q4: 988,900 shares; 2025Q1: 1,041,378 shares; 2025Q2: 1,034,009 shares; 2025Q3: 961,404 shares; 2025Q4: 938,090 shares; 2026Q1: 888,112 shares 888,112 $25.5M 0.04% -49,978 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,385 shares; 2024Q4: 186,327 shares; 2025Q1: 344,930 shares; 2025Q2: 525,775 shares; 2025Q3: 598,566 shares; 2025Q4: 758,527 shares; 2026Q1: 1,005,105 shares 1,005,105 $25.4M 0.04% +246,578 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 490,740 shares; 2024Q4: 522,941 shares; 2025Q1: 555,152 shares; 2025Q2: 608,877 shares; 2025Q3: 504,843 shares; 2025Q4: 541,401 shares; 2026Q1: 557,902 shares 557,902 $25.4M 0.04% +16,501 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 506,406 shares; 2025Q2: 511,887 shares; 2025Q3: 545,670 shares; 2025Q4: 623,367 shares; 2026Q1: 526,462 shares 526,462 $25.3M 0.04% -96,905 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,093,228 shares; 2024Q4: 1,903,442 shares; 2025Q1: 1,536,733 shares; 2025Q2: 1,053,894 shares; 2025Q3: 851,233 shares; 2025Q4: 751,751 shares; 2026Q1: 561,367 shares 561,367 $25.2M 0.04% -190,384 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,573 shares; 2024Q4: 148,644 shares; 2025Q1: 146,803 shares; 2025Q2: 144,150 shares; 2025Q3: 143,854 shares; 2025Q4: 126,976 shares; 2026Q1: 107,565 shares 107,565 $25.2M 0.04% -19,411 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; 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; 2026Q1: 584,905 shares 584,905 $25M 0.03% -13,092 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 411,212 shares; 2024Q4: 387,951 shares; 2025Q1: 366,258 shares; 2025Q2: 363,492 shares; 2025Q3: 327,487 shares; 2025Q4: 284,640 shares; 2026Q1: 265,765 shares 265,765 $25M 0.03% -18,875 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,570 shares; 2024Q4: 108,065 shares; 2025Q1: 111,237 shares; 2025Q2: 112,124 shares; 2025Q3: 108,074 shares; 2025Q4: 102,767 shares; 2026Q1: 104,834 shares 104,834 $25M 0.03% +2,067 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,318 shares; 2024Q4: 54,998 shares; 2025Q1: 56,640 shares; 2025Q2: 54,203 shares; 2025Q3: 54,252 shares; 2025Q4: 51,872 shares; 2026Q1: 34,206 shares 34,206 $24.9M 0.03% -17,666 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 358,106 shares; 2024Q4: 367,841 shares; 2025Q1: 368,154 shares; 2025Q2: 427,211 shares; 2025Q3: 526,709 shares; 2025Q4: 533,268 shares; 2026Q1: 528,743 shares 528,743 $24.8M 0.03% -4,525 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; 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; 2026Q1: 349,046 shares 349,046 $24.8M 0.03% +13,287 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 598,405 shares 598,405 $24.6M 0.03% new Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,078 shares; 2024Q4: 81,801 shares; 2025Q1: 95,428 shares; 2025Q2: 130,070 shares; 2025Q3: 206,177 shares; 2025Q4: 230,211 shares; 2026Q1: 325,311 shares 325,311 $24.6M 0.03% +95,100 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; 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; 2026Q1: 54,972 shares 54,972 $24.5M 0.03% +829 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,372 shares; 2024Q4: 72,775 shares; 2025Q1: 74,542 shares; 2025Q2: 77,213 shares; 2025Q3: 76,730 shares; 2025Q4: 75,868 shares; 2026Q1: 77,875 shares 77,875 $24.3M 0.03% +2,007 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 447,054 shares; 2024Q4: 368,016 shares; 2025Q1: 381,127 shares; 2025Q2: 340,072 shares; 2025Q3: 290,569 shares; 2025Q4: 246,419 shares; 2026Q1: 261,425 shares 261,425 $24.3M 0.03% +15,006 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 454,719 shares; 2024Q4: 433,339 shares; 2025Q1: 505,216 shares; 2025Q2: 523,870 shares; 2025Q3: 504,901 shares; 2025Q4: 469,974 shares; 2026Q1: 460,069 shares 460,069 $24.3M 0.03% -9,905 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,368,205 shares 1,368,205 $24.3M 0.03% -10,386 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,828 shares; 2024Q4: 193,390 shares; 2025Q1: 190,933 shares; 2025Q2: 192,066 shares; 2025Q3: 192,639 shares; 2025Q4: 186,232 shares; 2026Q1: 157,463 shares 157,463 $24.3M 0.03% -28,769 Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 467,545 shares; 2024Q4: 648,939 shares; 2025Q1: 1,045,626 shares; 2025Q2: 1,094,412 shares; 2025Q3: 908,155 shares; 2025Q4: 965,562 shares; 2026Q1: 1,118,015 shares 1,118,015 $24.3M 0.03% +152,453 Timeline