IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,216,956 shares; 2024Q3: 2,009,809 shares; 2024Q4: 1,928,796 shares; 2025Q1: 1,803,506 shares; 2025Q2: 1,228,919 shares; 2025Q3: 1,353,920 shares 1,353,920 $906M 2.73% +125,001 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 17,842,309 shares; 2024Q3: 21,325,421 shares; 2024Q4: 18,881,700 shares; 2025Q1: 18,072,843 shares; 2025Q2: 17,375,112 shares; 2025Q3: 17,108,743 shares 17,108,743 $799M 2.4% -266,369 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,665,684 shares; 2024Q3: 7,213,673 shares; 2024Q4: 7,871,008 shares; 2025Q1: 8,484,225 shares; 2025Q2: 9,940,516 shares; 2025Q3: 9,958,969 shares 9,958,969 $780M 2.35% +18,453 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,000,264 shares; 2024Q3: 2,071,727 shares; 2024Q4: 2,184,176 shares; 2025Q1: 2,294,240 shares; 2025Q2: 2,310,366 shares; 2025Q3: 2,506,458 shares 2,506,458 $638M 1.92% +196,092 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,023,996 shares; 2024Q3: 3,952,552 shares; 2024Q4: 3,759,692 shares; 2025Q1: 3,322,909 shares; 2025Q2: 3,387,135 shares; 2025Q3: 3,247,550 shares 3,247,550 $632M 1.9% -139,585 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,518,779 shares; 2024Q3: 11,425,714 shares; 2024Q4: 12,542,476 shares; 2025Q1: 12,968,374 shares; 2025Q2: 14,181,618 shares; 2025Q3: 14,633,828 shares 14,633,828 $626M 1.88% +452,210 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,357,223 shares; 2024Q3: 2,538,205 shares; 2024Q4: 2,614,987 shares; 2025Q1: 2,921,794 shares; 2025Q2: 2,963,649 shares; 2025Q3: 3,291,598 shares 3,291,598 $614M 1.85% +327,949 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,010,873 shares; 2024Q3: 5,713,256 shares; 2024Q4: 5,377,109 shares; 2025Q1: 5,374,210 shares; 2025Q2: 5,241,399 shares; 2025Q3: 4,798,004 shares 4,798,004 $579M 1.74% -443,395 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 803,851 shares; 2024Q3: 829,883 shares; 2024Q4: 865,480 shares; 2025Q1: 909,409 shares; 2025Q2: 940,134 shares; 2025Q3: 1,010,930 shares 1,010,930 $524M 1.57% +70,796 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,884,198 shares; 2024Q3: 8,847,525 shares; 2024Q4: 8,424,922 shares; 2025Q1: 8,022,923 shares; 2025Q2: 7,861,650 shares; 2025Q3: 7,907,088 shares 7,907,088 $468M 1.41% +45,438 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14,010,316 shares; 2024Q3: 15,064,765 shares; 2024Q4: 16,328,149 shares; 2025Q1: 15,955,089 shares; 2025Q2: 17,087,709 shares; 2025Q3: 16,996,647 shares 16,996,647 $439M 1.32% -91,062 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,037,297 shares; 2024Q3: 6,177,993 shares; 2024Q4: 6,037,621 shares; 2025Q1: 4,620,598 shares; 2025Q2: 6,346,073 shares; 2025Q3: 6,428,350 shares 6,428,350 $436M 1.31% +82,277 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,465,679 shares; 2024Q3: 1,451,914 shares; 2024Q4: 1,449,306 shares; 2025Q1: 1,806,062 shares; 2025Q2: 1,867,100 shares; 2025Q3: 1,876,261 shares 1,876,261 $387M 1.17% +9,161 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 160,834 shares; 2024Q3: 151,243 shares; 2024Q4: 129,116 shares; 2025Q1: 415,396 shares; 2025Q2: 511,639 shares; 2025Q3: 1,163,773 shares 1,163,773 $387M 1.17% +652,134 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,106,782 shares; 2024Q3: 3,612,414 shares; 2024Q4: 3,739,586 shares; 2025Q1: 4,154,795 shares; 2025Q2: 3,863,241 shares; 2025Q3: 3,971,761 shares 3,971,761 $371M 1.12% +108,520 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,185,983 shares; 2024Q3: 1,239,111 shares; 2024Q4: 1,287,680 shares; 2025Q1: 1,368,079 shares; 2025Q2: 1,383,302 shares; 2025Q3: 1,471,124 shares 1,471,124 $323M 0.97% +87,822 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 598,507 shares; 2024Q3: 593,586 shares; 2024Q4: 597,627 shares; 2025Q1: 529,562 shares; 2025Q2: 524,949 shares; 2025Q3: 532,105 shares 532,105 $319M 0.96% +7,156 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 508 shares; 2024Q3: 370 shares; 2024Q4: 434,939 shares; 2025Q1: 1,313,198 shares; 2025Q2: 2,458,025 shares; 2025Q3: 2,622,555 shares 2,622,555 $317M 0.95% +164,530 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,988,620 shares; 2024Q3: 1,651,041 shares; 2024Q4: 1,647,571 shares; 2025Q1: 2,514,391 shares; 2025Q2: 4,139,966 shares; 2025Q3: 4,416,474 shares 4,416,474 $291M 0.88% +276,508 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,139,472 shares; 2024Q3: 2,324,775 shares; 2024Q4: 2,450,975 shares; 2025Q1: 2,216,370 shares; 2025Q2: 2,660,996 shares; 2025Q3: 2,774,152 shares 2,774,152 $290M 0.87% +113,156 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,910 shares; 2024Q3: 318,115 shares; 2024Q4: 339,865 shares; 2025Q1: 814,631 shares; 2025Q2: 1,380,611 shares; 2025Q3: 1,524,059 shares 1,524,059 $272M 0.82% +143,448 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,114,598 shares; 2024Q3: 5,721,998 shares; 2024Q4: 5,707,488 shares; 2025Q1: 6,581,942 shares; 2025Q2: 4,694,872 shares; 2025Q3: 4,728,484 shares 4,728,484 $270M 0.81% +33,612 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,840,039 shares; 2024Q3: 1,864,939 shares; 2024Q4: 1,838,807 shares; 2025Q1: 2,030,309 shares; 2025Q2: 2,360,037 shares; 2025Q3: 2,843,810 shares 2,843,810 $261M 0.78% +483,773 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,447,798 shares; 2024Q3: 3,397,395 shares; 2024Q4: 3,361,341 shares; 2025Q1: 3,156,417 shares; 2025Q2: 3,205,861 shares; 2025Q3: 3,127,476 shares 3,127,476 $252M 0.76% -78,385 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 892,834 shares; 2024Q3: 895,887 shares; 2024Q4: 918,030 shares; 2025Q1: 973,415 shares; 2025Q2: 963,735 shares; 2025Q3: 1,025,597 shares 1,025,597 $249M 0.75% +61,862 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 432,123 shares; 2024Q3: 426,128 shares; 2024Q4: 428,819 shares; 2025Q1: 532,135 shares; 2025Q2: 532,190 shares; 2025Q3: 518,983 shares 518,983 $249M 0.75% -13,207 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 304,206 shares; 2024Q3: 282,562 shares; 2024Q4: 325,085 shares; 2025Q1: 329,446 shares; 2025Q2: 302,252 shares; 2025Q3: 353,546 shares 353,546 $236M 0.71% +51,294 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 511,891 shares; 2024Q3: 491,655 shares; 2024Q4: 935,132 shares; 2025Q1: 917,388 shares; 2025Q2: 899,569 shares; 2025Q3: 911,115 shares 911,115 $234M 0.7% +11,546 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,735,574 shares; 2024Q3: 1,731,755 shares; 2024Q4: 6,979,366 shares; 2025Q1: 7,213,032 shares; 2025Q2: 7,274,770 shares; 2025Q3: 7,302,629 shares 7,302,629 $233M 0.7% +27,859 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,139,521 shares; 2024Q3: 4,351,050 shares; 2024Q4: 4,628,432 shares; 2025Q1: 4,085,636 shares; 2025Q2: 4,188,320 shares; 2025Q3: 4,074,439 shares 4,074,439 $225M 0.68% -113,881 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,623,109 shares; 2024Q3: 1,678,123 shares; 2024Q4: 1,667,377 shares; 2025Q1: 2,027,560 shares; 2025Q2: 1,875,910 shares; 2025Q3: 2,151,374 shares 2,151,374 $214M 0.64% +275,464 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 44,963 shares; 2024Q3: 519,912 shares; 2024Q4: 587,534 shares; 2025Q1: 574,860 shares; 2025Q2: 578,944 shares; 2025Q3: 625,944 shares 625,944 $207M 0.62% +47,000 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 258,330 shares; 2024Q3: 258,336 shares; 2024Q4: 265,409 shares; 2025Q1: 309,207 shares; 2025Q2: 319,751 shares; 2025Q3: 373,380 shares 373,380 $188M 0.56% +53,629 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,235,868 shares; 2024Q3: 2,389,977 shares; 2024Q4: 2,377,610 shares; 2025Q1: 2,019,792 shares; 2025Q2: 1,937,822 shares; 2025Q3: 1,902,903 shares 1,902,903 $181M 0.54% -34,919 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 209,695 shares; 2024Q3: 234,209 shares; 2024Q4: 209,829 shares; 2025Q1: 1,382,695 shares; 2025Q2: 1,687,737 shares; 2025Q3: 1,739,131 shares 1,739,131 $179M 0.54% +51,394 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 225,051 shares; 2024Q3: 240,263 shares; 2024Q4: 247,968 shares; 2025Q1: 235,165 shares; 2025Q2: 236,349 shares; 2025Q3: 242,774 shares 242,774 $178M 0.54% +6,425 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,264,165 shares; 2024Q3: 1,812,312 shares; 2024Q4: 2,012,588 shares; 2025Q1: 2,938,217 shares; 2025Q2: 3,372,540 shares; 2025Q3: 4,283,204 shares 4,283,204 $174M 0.52% +910,664 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 461,741 shares; 2024Q3: 455,605 shares; 2024Q4: 445,991 shares; 2025Q1: 490,080 shares; 2025Q2: 578,315 shares; 2025Q3: 615,956 shares 615,956 $174M 0.52% +37,641 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,228,381 shares; 2024Q3: 4,588,142 shares; 2024Q4: 4,490,479 shares; 2025Q1: 4,953,406 shares; 2025Q2: 5,071,339 shares; 2025Q3: 5,081,884 shares 5,081,884 $170M 0.51% +10,545 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,729,526 shares; 2024Q3: 1,713,908 shares; 2024Q4: 1,623,887 shares; 2025Q1: 1,663,528 shares; 2025Q2: 1,479,600 shares; 2025Q3: 1,655,565 shares 1,655,565 $167M 0.5% +175,965 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 306,218 shares; 2024Q3: 306,723 shares; 2024Q4: 317,039 shares; 2025Q1: 340,388 shares; 2025Q2: 351,786 shares; 2025Q3: 374,543 shares 374,543 $167M 0.5% +22,757 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,634,012 shares; 2025Q3: 4,850,165 shares 4,850,165 $166M 0.5% +2,216,153 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,576,316 shares; 2024Q3: 2,993,488 shares; 2024Q4: 3,185,607 shares; 2025Q1: 3,115,011 shares; 2025Q2: 4,557,214 shares; 2025Q3: 5,340,397 shares 5,340,397 $154M 0.46% +783,183 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 341,662 shares; 2024Q3: 364,410 shares; 2024Q4: 386,275 shares; 2025Q1: 427,175 shares; 2025Q2: 425,818 shares; 2025Q3: 480,453 shares 480,453 $152M 0.46% +54,635 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,123,463 shares; 2024Q3: 1,358,481 shares; 2024Q4: 4,893,735 shares; 2025Q1: 5,650,775 shares; 2025Q2: 5,614,863 shares; 2025Q3: 5,393,495 shares 5,393,495 $147M 0.44% -221,368 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,745,582 shares; 2024Q3: 1,617,253 shares; 2024Q4: 1,672,598 shares; 2025Q1: 1,704,621 shares; 2025Q2: 3,127,666 shares; 2025Q3: 3,562,010 shares 3,562,010 $145M 0.44% +434,344 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 76,635 shares; 2024Q3: 75,190 shares; 2024Q4: 234,818 shares; 2025Q1: 232,147 shares; 2025Q2: 227,063 shares; 2025Q3: 228,956 shares 228,956 $140M 0.42% +1,893 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 834,910 shares; 2024Q3: 961,254 shares; 2024Q4: 999,555 shares; 2025Q1: 1,334,647 shares; 2025Q2: 1,434,707 shares; 2025Q3: 1,484,745 shares 1,484,745 $139M 0.42% +50,038 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 34,060 shares; 2024Q3: 33,643 shares; 2024Q4: 767,970 shares; 2025Q1: 980,573 shares; 2025Q2: 1,037,216 shares; 2025Q3: 1,896,741 shares 1,896,741 $138M 0.42% +859,525 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 187,599 shares; 2024Q3: 191,260 shares; 2024Q4: 287,149 shares; 2025Q1: 358,274 shares; 2025Q2: 347,208 shares; 2025Q3: 371,613 shares 371,613 $132M 0.4% +24,405 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,607,814 shares; 2024Q4: 1,680,725 shares; 2025Q1: 1,850,921 shares; 2025Q2: 2,601,082 shares; 2025Q3: 3,054,488 shares 3,054,488 $130M 0.39% +453,406 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 702,818 shares; 2025Q2: 3,164,420 shares; 2025Q3: 3,209,860 shares 3,209,860 $122M 0.37% +45,440 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 914,777 shares; 2024Q3: 931,526 shares; 2024Q4: 924,020 shares; 2025Q1: 918,701 shares; 2025Q2: 946,483 shares; 2025Q3: 1,175,703 shares 1,175,703 $121M 0.36% +229,220 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,000,731 shares; 2024Q3: 1,273,648 shares; 2024Q4: 1,416,936 shares; 2025Q1: 1,477,223 shares; 2025Q2: 2,158,750 shares; 2025Q3: 2,617,055 shares 2,617,055 $121M 0.36% +458,305 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 404,004 shares; 2024Q3: 434,670 shares; 2024Q4: 471,740 shares; 2025Q1: 521,918 shares; 2025Q2: 539,187 shares; 2025Q3: 605,826 shares 605,826 $112M 0.34% +66,639 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 780,721 shares; 2024Q3: 597,405 shares; 2024Q4: 611,512 shares; 2025Q1: 1,085,129 shares; 2025Q2: 1,411,110 shares; 2025Q3: 1,514,521 shares 1,514,521 $111M 0.34% +103,411 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,739,888 shares; 2024Q3: 1,832,301 shares; 2024Q4: 1,975,605 shares; 2025Q1: 1,939,744 shares; 2025Q2: 1,960,370 shares; 2025Q3: 1,947,086 shares 1,947,086 $111M 0.33% -13,284 Timeline SPEU SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 329 shares; 2024Q3: 261 shares; 2024Q4: 259 shares; 2025Q1: 816,619 shares; 2025Q2: 2,047,116 shares; 2025Q3: 2,215,382 shares 2,215,382 $110M 0.33% +168,266 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,038,645 shares; 2024Q3: 1,163,332 shares; 2024Q4: 1,316,373 shares; 2025Q1: 1,425,160 shares; 2025Q2: 1,354,031 shares; 2025Q3: 1,106,492 shares 1,106,492 $109M 0.33% -247,539 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 311,006 shares; 2024Q3: 313,837 shares; 2024Q4: 338,666 shares; 2025Q1: 358,822 shares; 2025Q2: 383,108 shares; 2025Q3: 442,829 shares 442,829 $108M 0.32% +59,721 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,808 shares; 2024Q3: 5,063 shares; 2024Q4: 3,349 shares; 2025Q1: 2,078 shares; 2025Q2: 2,008,292 shares; 2025Q3: 2,090,068 shares 2,090,068 $107M 0.32% +81,776 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,679,290 shares; 2024Q3: 1,295,242 shares; 2024Q4: 1,801,524 shares; 2025Q1: 1,955,877 shares; 2025Q2: 2,190,512 shares; 2025Q3: 2,263,731 shares 2,263,731 $106M 0.32% +73,219 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 364,487 shares; 2024Q3: 352,478 shares; 2024Q4: 383,236 shares; 2025Q1: 571,897 shares; 2025Q2: 575,149 shares; 2025Q3: 556,104 shares 556,104 $104M 0.31% -19,045 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,800,112 shares; 2024Q3: 2,050,024 shares; 2024Q4: 2,012,253 shares; 2025Q1: 1,991,270 shares; 2025Q2: 1,931,897 shares; 2025Q3: 1,936,512 shares 1,936,512 $103M 0.31% +4,615 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 617,577 shares; 2024Q3: 639,429 shares; 2024Q4: 683,909 shares; 2025Q1: 747,522 shares; 2025Q2: 771,927 shares; 2025Q3: 909,029 shares 909,029 $102M 0.31% +137,102 Timeline RSSB TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,087,535 shares; 2024Q3: 2,847,185 shares; 2024Q4: 3,153,312 shares; 2025Q1: 3,427,200 shares; 2025Q2: 3,469,787 shares; 2025Q3: 3,552,982 shares 3,552,982 $100M 0.3% +83,195 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 457,136 shares; 2024Q3: 476,257 shares; 2024Q4: 495,993 shares; 2025Q1: 489,085 shares; 2025Q2: 525,837 shares; 2025Q3: 648,954 shares 648,954 $99.7M 0.3% +123,117 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 565,225 shares; 2024Q3: 690,668 shares; 2024Q4: 774,397 shares; 2025Q1: 1,619,028 shares; 2025Q2: 1,782,638 shares; 2025Q3: 2,186,889 shares 2,186,889 $96M 0.29% +404,251 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 70,981 shares; 2024Q3: 34,770 shares; 2024Q4: 31,283 shares; 2025Q1: 2,738,009 shares; 2025Q2: 3,028,405 shares; 2025Q3: 3,541,271 shares 3,541,271 $93.2M 0.28% +512,866 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 330,760 shares; 2024Q3: 327,345 shares; 2024Q4: 333,424 shares; 2025Q1: 316,158 shares; 2025Q2: 310,945 shares; 2025Q3: 328,009 shares 328,009 $92.2M 0.28% +17,064 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 27,925 shares; 2024Q3: 27,583 shares; 2024Q4: 26,729 shares; 2025Q1: 26,974 shares; 2025Q2: 27,850 shares; 2025Q3: 437,468 shares 437,468 $91.5M 0.28% +409,618 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 191,271 shares; 2024Q3: 195,937 shares; 2024Q4: 210,015 shares; 2025Q1: 205,767 shares; 2025Q2: 209,935 shares; 2025Q3: 224,521 shares 224,521 $91M 0.27% +14,586 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,022,715 shares; 2024Q3: 1,461,419 shares; 2024Q4: 1,592,817 shares; 2025Q1: 1,695,993 shares; 2025Q2: 1,699,341 shares; 2025Q3: 1,899,614 shares 1,899,614 $90.3M 0.27% +200,273 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 976,174 shares; 2024Q3: 977,892 shares; 2024Q4: 948,752 shares; 2025Q1: 966,930 shares; 2025Q2: 867,095 shares; 2025Q3: 923,898 shares 923,898 $88.8M 0.27% +56,803 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 229,631 shares; 2024Q3: 245,019 shares; 2024Q4: 276,019 shares; 2025Q1: 309,251 shares; 2025Q2: 323,383 shares; 2025Q3: 379,652 shares 379,652 $87.9M 0.26% +56,269 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 497,040 shares; 2024Q3: 616,573 shares; 2024Q4: 522,451 shares; 2025Q1: 1,130,886 shares; 2025Q2: 1,690,263 shares; 2025Q3: 2,082,026 shares 2,082,026 $87.5M 0.26% +391,763 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 956,096 shares; 2024Q3: 910,979 shares; 2024Q4: 879,239 shares; 2025Q1: 854,291 shares; 2025Q2: 844,212 shares; 2025Q3: 859,127 shares 859,127 $86.6M 0.26% +14,915 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,037,710 shares; 2024Q3: 1,058,331 shares; 2024Q4: 1,125,849 shares; 2025Q1: 1,161,868 shares; 2025Q2: 1,187,375 shares; 2025Q3: 1,244,565 shares 1,244,565 $85.2M 0.26% +57,190 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 96,345 shares; 2024Q3: 112,897 shares; 2024Q4: 153,093 shares; 2025Q1: 193,302 shares; 2025Q2: 346,675 shares; 2025Q3: 458,063 shares 458,063 $83.6M 0.25% +111,388 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 210,687 shares; 2024Q3: 238,952 shares; 2024Q4: 248,504 shares; 2025Q1: 422,475 shares; 2025Q2: 1,336,115 shares; 2025Q3: 3,088,283 shares 3,088,283 $82.9M 0.25% +1,752,168 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 223,140 shares; 2024Q3: 223,164 shares; 2024Q4: 234,897 shares; 2025Q1: 237,831 shares; 2025Q2: 217,847 shares; 2025Q3: 236,039 shares 236,039 $80.6M 0.24% +18,192 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 522,489 shares; 2024Q3: 534,583 shares; 2024Q4: 610,270 shares; 2025Q1: 631,814 shares; 2025Q2: 771,977 shares; 2025Q3: 955,066 shares 955,066 $80.2M 0.24% +183,089 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 405,776 shares; 2024Q3: 548,355 shares; 2024Q4: 572,998 shares; 2025Q1: 781,452 shares; 2025Q2: 863,820 shares; 2025Q3: 992,713 shares 992,713 $78.3M 0.24% +128,893 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 446,205 shares; 2024Q3: 506,309 shares; 2024Q4: 510,211 shares; 2025Q1: 490,146 shares; 2025Q2: 487,385 shares; 2025Q3: 526,024 shares 526,024 $76.6M 0.23% +38,639 Timeline QHY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,649,549 shares; 2024Q3: 1,626,803 shares; 2024Q4: 1,613,119 shares; 2025Q1: 1,621,849 shares; 2025Q2: 1,597,815 shares; 2025Q3: 1,642,706 shares 1,642,706 $76.5M 0.23% +44,891 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 72,700 shares; 2024Q3: 75,089 shares; 2024Q4: 94,718 shares; 2025Q1: 99,633 shares; 2025Q2: 88,743 shares; 2025Q3: 98,555 shares 98,555 $75.2M 0.23% +9,812 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 658,139 shares; 2024Q3: 728,740 shares; 2024Q4: 733,304 shares; 2025Q1: 731,763 shares; 2025Q2: 761,223 shares; 2025Q3: 784,525 shares 784,525 $74.6M 0.22% +23,302 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,053,257 shares; 2024Q3: 1,135,125 shares; 2024Q4: 1,163,551 shares; 2025Q1: 1,192,606 shares; 2025Q2: 1,263,664 shares; 2025Q3: 1,367,800 shares 1,367,800 $73.8M 0.22% +104,136 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,640 shares; 2024Q3: 11,756 shares; 2024Q4: 15,501 shares; 2025Q1: 22,583 shares; 2025Q2: 2,375,839 shares; 2025Q3: 2,611,640 shares 2,611,640 $73M 0.22% +235,801 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 120,671 shares; 2024Q3: 141,690 shares; 2024Q4: 157,083 shares; 2025Q1: 199,612 shares; 2025Q2: 198,586 shares; 2025Q3: 238,802 shares 238,802 $71.8M 0.22% +40,216 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,713,002 shares; 2024Q3: 2,018,736 shares; 2024Q4: 2,237,839 shares; 2025Q1: 2,466,439 shares; 2025Q2: 2,457,622 shares; 2025Q3: 2,653,508 shares 2,653,508 $71.5M 0.22% +195,886 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 39,350 shares; 2024Q3: 49,104 shares; 2024Q4: 64,659 shares; 2025Q1: 715,313 shares; 2025Q2: 2,207,565 shares; 2025Q3: 2,050,753 shares 2,050,753 $71.2M 0.21% -156,812 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 154,490 shares; 2024Q3: 143,114 shares; 2024Q4: 143,822 shares; 2025Q1: 143,833 shares; 2025Q2: 145,399 shares; 2025Q3: 215,943 shares 215,943 $70.9M 0.21% +70,544 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 220,856 shares; 2024Q3: 236,744 shares; 2024Q4: 247,377 shares; 2025Q1: 292,918 shares; 2025Q2: 349,396 shares; 2025Q3: 497,740 shares 497,740 $69.9M 0.21% +148,344 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 525,658 shares; 2024Q3: 631,046 shares; 2024Q4: 680,561 shares; 2025Q1: 604,280 shares; 2025Q2: 658,440 shares; 2025Q3: 681,686 shares 681,686 $68.3M 0.21% +23,246 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 679,503 shares; 2024Q3: 792,357 shares; 2024Q4: 683,531 shares; 2025Q1: 508,129 shares; 2025Q2: 516,651 shares; 2025Q3: 640,101 shares 640,101 $68.2M 0.21% +123,450 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,043,406 shares; 2024Q3: 1,152,800 shares; 2024Q4: 1,217,717 shares; 2025Q1: 1,122,232 shares; 2025Q2: 882,889 shares; 2025Q3: 682,275 shares 682,275 $67.6M 0.2% -200,614 Timeline TAXF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 766,784 shares; 2024Q3: 959,910 shares; 2024Q4: 1,036,231 shares; 2025Q1: 1,080,833 shares; 2025Q2: 1,122,940 shares; 2025Q3: 1,338,537 shares 1,338,537 $67.2M 0.2% +215,597 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 959,795 shares; 2024Q3: 1,031,010 shares; 2024Q4: 2,274,604 shares; 2025Q1: 3,002,553 shares; 2025Q2: 3,291,539 shares; 2025Q3: 2,833,034 shares 2,833,034 $66M 0.2% -458,505 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 437,626 shares; 2024Q3: 480,651 shares; 2024Q4: 846,436 shares; 2025Q1: 822,043 shares; 2025Q2: 1,017,109 shares; 2025Q3: 979,064 shares 979,064 $65.9M 0.2% -38,045 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 51,613 shares; 2024Q3: 54,764 shares; 2024Q4: 58,493 shares; 2025Q1: 63,289 shares; 2025Q2: 69,235 shares; 2025Q3: 70,682 shares 70,682 $65.4M 0.2% +1,447 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,386,254 shares; 2024Q3: 2,455,560 shares; 2024Q4: 2,419,419 shares; 2025Q1: 2,381,434 shares; 2025Q2: 2,268,057 shares; 2025Q3: 2,291,480 shares 2,291,480 $64.7M 0.19% +23,423 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,197,326 shares; 2024Q3: 1,213,320 shares; 2024Q4: 1,240,320 shares; 2025Q1: 1,265,411 shares; 2025Q2: 1,307,571 shares; 2025Q3: 1,464,437 shares 1,464,437 $64.4M 0.19% +156,866 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,026,537 shares; 2024Q3: 1,255,964 shares; 2024Q4: 1,132,713 shares; 2025Q1: 1,109,104 shares; 2025Q2: 1,106,231 shares; 2025Q3: 1,368,828 shares 1,368,828 $63.7M 0.19% +262,597 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,231,301 shares; 2024Q3: 1,394,095 shares; 2024Q4: 1,477,540 shares; 2025Q1: 1,620,900 shares; 2025Q2: 1,772,386 shares; 2025Q3: 2,519,089 shares 2,519,089 $62.8M 0.19% +746,703 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 725,840 shares; 2024Q3: 701,226 shares; 2024Q4: 696,069 shares; 2025Q1: 686,873 shares; 2025Q2: 675,733 shares; 2025Q3: 622,547 shares 622,547 $62.2M 0.19% -53,186 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 336,898 shares; 2024Q3: 384,411 shares; 2024Q4: 360,062 shares; 2025Q1: 396,181 shares; 2025Q2: 430,314 shares; 2025Q3: 699,685 shares 699,685 $61.1M 0.18% +269,371 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 780,427 shares; 2024Q3: 885,042 shares; 2024Q4: 966,325 shares; 2025Q1: 1,027,827 shares; 2025Q2: 1,037,427 shares; 2025Q3: 1,175,220 shares 1,175,220 $60.6M 0.18% +137,793 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 610,142 shares; 2024Q3: 591,778 shares; 2024Q4: 628,458 shares; 2025Q1: 828,100 shares; 2025Q2: 1,035,189 shares; 2025Q3: 1,189,801 shares 1,189,801 $60.3M 0.18% +154,612 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,163 shares; 2024Q3: 1,328 shares; 2024Q4: 1,908 shares; 2025Q1: 2,120 shares; 2025Q2: 128,451 shares; 2025Q3: 781,531 shares 781,531 $59.7M 0.18% +653,080 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,446 shares; 2024Q3: 10,424 shares; 2024Q4: 12,509 shares; 2025Q1: 85,159 shares; 2025Q2: 86,101 shares; 2025Q3: 241,309 shares 241,309 $59.6M 0.18% +155,208 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,061,136 shares; 2024Q3: 1,043,850 shares; 2024Q4: 1,100,630 shares; 2025Q1: 1,159,783 shares; 2025Q2: 1,134,769 shares; 2025Q3: 1,161,836 shares 1,161,836 $58.9M 0.18% +27,067 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,174,606 shares; 2024Q3: 1,146,453 shares; 2024Q4: 1,136,426 shares; 2025Q1: 1,144,744 shares; 2025Q2: 1,519,300 shares; 2025Q3: 1,535,274 shares 1,535,274 $58M 0.17% +15,974 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 495,473 shares; 2024Q3: 492,771 shares; 2024Q4: 766,774 shares; 2025Q1: 685,613 shares; 2025Q2: 727,063 shares; 2025Q3: 808,939 shares 808,939 $57.7M 0.17% +81,876 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 24,861 shares; 2024Q3: 58,928 shares; 2024Q4: 93,379 shares; 2025Q1: 104,699 shares; 2025Q2: 978,086 shares; 2025Q3: 1,054,527 shares 1,054,527 $57.1M 0.17% +76,441 Timeline RSST TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 847,505 shares; 2024Q3: 1,031,212 shares; 2024Q4: 1,761,418 shares; 2025Q1: 1,832,675 shares; 2025Q2: 2,062,211 shares; 2025Q3: 2,125,985 shares 2,125,985 $56.3M 0.17% +63,774 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 123,136 shares; 2024Q3: 209,210 shares; 2024Q4: 393,573 shares; 2025Q1: 712,658 shares; 2025Q2: 716,543 shares; 2025Q3: 732,707 shares 732,707 $55.7M 0.17% +16,164 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 98,771 shares; 2024Q3: 99,275 shares; 2024Q4: 108,481 shares; 2025Q1: 117,358 shares; 2025Q2: 133,461 shares; 2025Q3: 160,487 shares 160,487 $55.4M 0.17% +27,026 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 121,281 shares; 2024Q3: 171,882 shares; 2024Q4: 174,768 shares; 2025Q1: 198,344 shares; 2025Q2: 216,212 shares; 2025Q3: 245,263 shares 245,263 $55.3M 0.17% +29,051 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 246,368 shares; 2024Q3: 256,705 shares; 2024Q4: 280,503 shares; 2025Q1: 295,855 shares; 2025Q2: 297,604 shares; 2025Q3: 355,287 shares 355,287 $55.2M 0.17% +57,683 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 761,015 shares; 2024Q3: 1,035,544 shares; 2024Q4: 1,209,812 shares; 2025Q1: 1,441,503 shares; 2025Q2: 1,069,726 shares; 2025Q3: 962,788 shares 962,788 $54.3M 0.16% -106,938 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 701,588 shares; 2024Q3: 686,951 shares; 2024Q4: 690,195 shares; 2025Q1: 687,717 shares; 2025Q2: 668,490 shares; 2025Q3: 641,659 shares 641,659 $54.3M 0.16% -26,831 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,130,828 shares; 2024Q3: 1,134,248 shares; 2024Q4: 1,179,343 shares; 2025Q1: 1,182,837 shares; 2025Q2: 1,180,356 shares; 2025Q3: 1,216,314 shares 1,216,314 $53.8M 0.16% +35,958 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 270,916 shares; 2024Q3: 287,353 shares; 2024Q4: 306,535 shares; 2025Q1: 325,672 shares; 2025Q2: 416,487 shares; 2025Q3: 448,455 shares 448,455 $53.1M 0.16% +31,968 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 61,076 shares; 2024Q3: 59,035 shares; 2024Q4: 44,682 shares; 2025Q1: 41,004 shares; 2025Q2: 42,525 shares; 2025Q3: 43,915 shares 43,915 $52.7M 0.16% +1,390 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 601,901 shares; 2024Q3: 583,644 shares; 2024Q4: 568,273 shares; 2025Q1: 554,736 shares; 2025Q2: 544,576 shares; 2025Q3: 546,104 shares 546,104 $52M 0.16% +1,528 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 97,057 shares; 2024Q3: 292,033 shares; 2024Q4: 306,821 shares; 2025Q1: 306,437 shares; 2025Q2: 312,916 shares; 2025Q3: 352,732 shares 352,732 $51M 0.15% +39,816 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 101,827 shares; 2024Q3: 418,554 shares; 2024Q4: 533,784 shares; 2025Q1: 715,256 shares; 2025Q2: 851,538 shares; 2025Q3: 946,321 shares 946,321 $50.8M 0.15% +94,783 Timeline FMUB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 831,658 shares; 2025Q3: 983,758 shares 983,758 $50M 0.15% +152,100 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 54,838 shares; 2024Q3: 57,927 shares; 2024Q4: 66,031 shares; 2025Q1: 72,174 shares; 2025Q2: 73,927 shares; 2025Q3: 87,939 shares 87,939 $50M 0.15% +14,012 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,719,804 shares; 2024Q3: 1,751,085 shares; 2024Q4: 1,683,073 shares; 2025Q1: 1,710,232 shares; 2025Q2: 2,058,372 shares; 2025Q3: 2,227,844 shares 2,227,844 $50M 0.15% +169,472 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 69,599 shares; 2024Q3: 77,811 shares; 2024Q4: 84,074 shares; 2025Q1: 90,696 shares; 2025Q2: 90,633 shares; 2025Q3: 101,188 shares 101,188 $48.3M 0.15% +10,555 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,928,858 shares; 2024Q3: 1,858,195 shares; 2024Q4: 858,500 shares; 2025Q1: 1,182,901 shares; 2025Q2: 860,091 shares; 2025Q3: 1,624,900 shares 1,624,900 $47.6M 0.14% +764,809 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 67,647 shares; 2024Q3: 495,469 shares; 2024Q4: 1,011,282 shares; 2025Q1: 1,243,950 shares; 2025Q2: 1,288,291 shares; 2025Q3: 1,308,488 shares 1,308,488 $47M 0.14% +20,197 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 275,837 shares; 2024Q3: 304,908 shares; 2024Q4: 366,886 shares; 2025Q1: 400,208 shares; 2025Q2: 390,420 shares; 2025Q3: 520,133 shares 520,133 $46.5M 0.14% +129,713 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,321,317 shares; 2024Q3: 1,469,347 shares; 2024Q4: 1,519,188 shares; 2025Q1: 1,598,311 shares; 2025Q2: 826,862 shares; 2025Q3: 866,272 shares 866,272 $45.3M 0.14% +39,410 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 350,507 shares; 2024Q3: 610,213 shares; 2024Q4: 689,258 shares; 2025Q1: 722,269 shares; 2025Q2: 705,084 shares; 2025Q3: 776,572 shares 776,572 $44.7M 0.13% +71,488 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 73,458 shares; 2024Q3: 71,640 shares; 2024Q4: 78,911 shares; 2025Q1: 79,132 shares; 2025Q2: 83,867 shares; 2025Q3: 94,933 shares 94,933 $44.5M 0.13% +11,066 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 128,843 shares; 2024Q3: 129,805 shares; 2024Q4: 138,937 shares; 2025Q1: 150,112 shares; 2025Q2: 154,418 shares; 2025Q3: 157,141 shares 157,141 $44.3M 0.13% +2,723 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,817,711 shares; 2024Q3: 2,460,635 shares; 2024Q4: 2,415,493 shares; 2025Q1: 2,531,131 shares; 2025Q2: 2,635,875 shares; 2025Q3: 2,605,968 shares 2,605,968 $44.3M 0.13% -29,907 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 993,400 shares; 2024Q3: 754,575 shares; 2024Q4: 806,784 shares; 2025Q1: 811,511 shares; 2025Q2: 722,069 shares; 2025Q3: 820,716 shares 820,716 $44.2M 0.13% +98,647 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 920,855 shares; 2024Q3: 883,430 shares; 2024Q4: 956,089 shares; 2025Q1: 1,007,714 shares; 2025Q2: 716,177 shares; 2025Q3: 676,893 shares 676,893 $44.2M 0.13% -39,284 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 450,223 shares; 2024Q3: 388,245 shares; 2024Q4: 395,398 shares; 2025Q1: 369,293 shares; 2025Q2: 316,959 shares; 2025Q3: 291,722 shares 291,722 $42.5M 0.13% -25,237 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 240,852 shares; 2024Q3: 293,046 shares; 2024Q4: 340,330 shares; 2025Q1: 382,947 shares; 2025Q2: 384,432 shares; 2025Q3: 473,834 shares 473,834 $42.2M 0.13% +89,402 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 119,942 shares; 2024Q3: 126,654 shares; 2024Q4: 137,850 shares; 2025Q1: 119,086 shares; 2025Q2: 122,623 shares; 2025Q3: 148,049 shares 148,049 $41.8M 0.13% +25,426 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,277,707 shares; 2024Q3: 1,323,928 shares; 2024Q4: 1,399,663 shares; 2025Q1: 1,404,722 shares; 2025Q2: 1,488,909 shares; 2025Q3: 1,612,382 shares 1,612,382 $41.1M 0.12% +123,473 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 144,924 shares; 2024Q3: 162,800 shares; 2024Q4: 225,625 shares; 2025Q1: 453,523 shares; 2025Q2: 485,474 shares; 2025Q3: 543,505 shares 543,505 $40.8M 0.12% +58,031 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 709,713 shares; 2024Q3: 728,254 shares; 2024Q4: 712,922 shares; 2025Q1: 709,810 shares; 2025Q2: 830,491 shares; 2025Q3: 1,090,174 shares 1,090,174 $40.7M 0.12% +259,683 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 71,643 shares; 2024Q3: 153,297 shares; 2024Q4: 173,645 shares; 2025Q1: 706,243 shares; 2025Q2: 686,431 shares; 2025Q3: 844,131 shares 844,131 $40.2M 0.12% +157,700 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 240,877 shares; 2024Q3: 182,475 shares; 2024Q4: 107,825 shares; 2025Q1: 124,012 shares; 2025Q2: 104,711 shares; 2025Q3: 396,671 shares 396,671 $39.9M 0.12% +291,960 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 397,236 shares; 2024Q3: 434,719 shares; 2024Q4: 502,663 shares; 2025Q1: 547,133 shares; 2025Q2: 564,832 shares; 2025Q3: 600,857 shares 600,857 $39.8M 0.12% +36,025 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 391,832 shares; 2024Q3: 365,275 shares; 2024Q4: 364,485 shares; 2025Q1: 351,677 shares; 2025Q2: 351,695 shares; 2025Q3: 354,411 shares 354,411 $39.3M 0.12% +2,716 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,057,999 shares; 2024Q3: 1,004,620 shares; 2024Q4: 871,629 shares; 2025Q1: 747,250 shares; 2025Q2: 682,113 shares; 2025Q3: 686,992 shares 686,992 $38.9M 0.12% +4,879 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 45,892 shares; 2024Q3: 74,221 shares; 2024Q4: 96,602 shares; 2025Q1: 160,713 shares; 2025Q2: 206,209 shares; 2025Q3: 278,238 shares 278,238 $38.5M 0.12% +72,029 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 129,082 shares; 2024Q3: 126,059 shares; 2024Q4: 120,576 shares; 2025Q1: 121,684 shares; 2025Q2: 121,385 shares; 2025Q3: 135,143 shares 135,143 $37.7M 0.11% +13,758 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 884,949 shares; 2024Q3: 865,382 shares; 2024Q4: 860,218 shares; 2025Q1: 849,049 shares; 2025Q2: 853,589 shares; 2025Q3: 786,945 shares 786,945 $37.4M 0.11% -66,644 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 196,165 shares; 2024Q3: 186,025 shares; 2024Q4: 175,415 shares; 2025Q1: 172,598 shares; 2025Q2: 167,662 shares; 2025Q3: 174,064 shares 174,064 $37.4M 0.11% +6,402 Timeline NTSI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 599,337 shares; 2024Q3: 679,323 shares; 2024Q4: 721,014 shares; 2025Q1: 739,087 shares; 2025Q2: 776,545 shares; 2025Q3: 873,984 shares 873,984 $37.4M 0.11% +97,439 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 47,581 shares; 2024Q3: 103,024 shares; 2024Q4: 246,698 shares; 2025Q1: 284,694 shares; 2025Q2: 273,609 shares; 2025Q3: 276,146 shares 276,146 $37.3M 0.11% +2,537 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,222,634 shares; 2024Q3: 1,089,012 shares; 2024Q4: 1,141,847 shares; 2025Q1: 1,153,729 shares; 2025Q2: 1,123,325 shares; 2025Q3: 1,160,156 shares 1,160,156 $36.6M 0.11% +36,831 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 310,662 shares; 2024Q3: 304,932 shares; 2024Q4: 250,568 shares; 2025Q1: 263,215 shares; 2025Q2: 265,467 shares; 2025Q3: 272,990 shares 272,990 $36.6M 0.11% +7,523 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 542,687 shares; 2024Q3: 581,448 shares; 2024Q4: 593,301 shares; 2025Q1: 599,411 shares; 2025Q2: 599,579 shares; 2025Q3: 806,549 shares 806,549 $36.4M 0.11% +206,970 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,010,995 shares; 2024Q3: 986,790 shares; 2024Q4: 826,608 shares; 2025Q1: 793,692 shares; 2025Q2: 783,778 shares; 2025Q3: 786,978 shares 786,978 $36.2M 0.11% +3,200 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 72,176 shares; 2024Q3: 69,174 shares; 2024Q4: 67,068 shares; 2025Q1: 66,743 shares; 2025Q2: 73,022 shares; 2025Q3: 105,477 shares 105,477 $36M 0.11% +32,455 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,147 shares; 2024Q3: 12,820 shares; 2024Q4: 13,198 shares; 2025Q1: 351,642 shares; 2025Q2: 405,371 shares; 2025Q3: 427,129 shares 427,129 $35.9M 0.11% +21,758 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,187,593 shares; 2024Q3: 976,388 shares; 2024Q4: 870,833 shares; 2025Q1: 779,270 shares; 2025Q2: 769,853 shares; 2025Q3: 736,992 shares 736,992 $35.6M 0.11% -32,861 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 61,004 shares; 2024Q3: 57,607 shares; 2024Q4: 59,740 shares; 2025Q1: 61,995 shares; 2025Q2: 66,595 shares; 2025Q3: 70,951 shares 70,951 $35.4M 0.11% +4,356 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 206,714 shares; 2024Q3: 211,970 shares; 2024Q4: 188,410 shares; 2025Q1: 164,382 shares; 2025Q2: 184,575 shares; 2025Q3: 217,463 shares 217,463 $35.2M 0.11% +32,888 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 39,352 shares; 2024Q3: 42,449 shares; 2024Q4: 50,921 shares; 2025Q1: 65,012 shares; 2025Q2: 66,063 shares; 2025Q3: 99,675 shares 99,675 $35.2M 0.11% +33,612 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 407,595 shares; 2024Q3: 376,924 shares; 2024Q4: 350,799 shares; 2025Q1: 331,511 shares; 2025Q2: 316,899 shares; 2025Q3: 320,834 shares 320,834 $35M 0.11% +3,935 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 772,764 shares; 2024Q3: 737,040 shares; 2024Q4: 701,077 shares; 2025Q1: 701,864 shares; 2025Q2: 540,386 shares; 2025Q3: 687,468 shares 687,468 $34.8M 0.1% +147,082 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,889 shares; 2024Q3: 2,827 shares; 2024Q4: 2,827 shares; 2025Q1: 2,618 shares; 2025Q2: 1,398 shares; 2025Q3: 625,584 shares 625,584 $34.5M 0.1% +624,186 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 259,969 shares; 2024Q3: 245,252 shares; 2024Q4: 253,665 shares; 2025Q1: 331,191 shares; 2025Q2: 337,883 shares; 2025Q3: 404,958 shares 404,958 $33.9M 0.1% +67,075 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,450 shares; 2024Q3: 63,932 shares; 2024Q4: 66,521 shares; 2025Q1: 65,722 shares; 2025Q2: 65,045 shares; 2025Q3: 67,992 shares 67,992 $33.3M 0.1% +2,947 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 155,716 shares; 2024Q3: 146,576 shares; 2024Q4: 139,172 shares; 2025Q1: 133,909 shares; 2025Q2: 132,087 shares; 2025Q3: 133,404 shares 133,404 $32.7M 0.1% +1,317 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 121,145 shares; 2024Q3: 124,409 shares; 2024Q4: 137,505 shares; 2025Q1: 173,848 shares; 2025Q2: 164,989 shares; 2025Q3: 196,159 shares 196,159 $32.6M 0.1% +31,170 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 74,266 shares; 2024Q3: 79,253 shares; 2024Q4: 86,664 shares; 2025Q1: 90,851 shares; 2025Q2: 97,131 shares; 2025Q3: 106,111 shares 106,111 $32.2M 0.1% +8,980 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 312,940 shares; 2024Q3: 160,550 shares; 2024Q4: 277,877 shares; 2025Q1: 348,965 shares; 2025Q2: 487,751 shares; 2025Q3: 960,710 shares 960,710 $32.2M 0.1% +472,959 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 24,303 shares; 2024Q3: 26,552 shares; 2024Q4: 124,995 shares; 2025Q1: 136,174 shares; 2025Q2: 137,452 shares; 2025Q3: 148,540 shares 148,540 $32.1M 0.1% +11,088 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 261,451 shares; 2024Q3: 258,811 shares; 2024Q4: 273,458 shares; 2025Q1: 292,896 shares; 2025Q2: 283,837 shares; 2025Q3: 333,620 shares 333,620 $31.8M 0.1% +49,783 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 142,178 shares; 2024Q3: 109,527 shares; 2024Q4: 122,058 shares; 2025Q1: 120,546 shares; 2025Q2: 117,031 shares; 2025Q3: 131,335 shares 131,335 $31M 0.09% +14,304 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 50,219 shares; 2024Q3: 48,410 shares; 2024Q4: 47,386 shares; 2025Q1: 46,799 shares; 2025Q2: 55,247 shares; 2025Q3: 88,453 shares 88,453 $31M 0.09% +33,206 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 920 shares; 2024Q3: 1,063 shares; 2024Q4: 7,685 shares; 2025Q1: 40,249 shares; 2025Q2: 358,729 shares; 2025Q3: 406,125 shares 406,125 $30.9M 0.09% +47,396 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 247,285 shares; 2024Q3: 218,775 shares; 2024Q4: 274,901 shares; 2025Q1: 298,427 shares; 2025Q2: 300,072 shares; 2025Q3: 315,072 shares 315,072 $30.9M 0.09% +15,000 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 45,330 shares; 2024Q3: 35,464 shares; 2024Q4: 35,962 shares; 2025Q1: 33,352 shares; 2025Q2: 111,233 shares; 2025Q3: 183,815 shares 183,815 $30.8M 0.09% +72,582 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 438,648 shares; 2024Q3: 323,392 shares; 2024Q4: 326,454 shares; 2025Q1: 568,485 shares; 2025Q2: 565,410 shares; 2025Q3: 382,238 shares 382,238 $30.6M 0.09% -183,172 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 390,380 shares; 2024Q3: 426,141 shares; 2024Q4: 570,504 shares; 2025Q1: 611,056 shares; 2025Q2: 604,943 shares; 2025Q3: 615,170 shares 615,170 $30.3M 0.09% +10,227 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,454,239 shares; 2024Q3: 3,950,894 shares; 2024Q4: 4,308,473 shares; 2025Q1: 1,636,460 shares; 2025Q2: 638,483 shares; 2025Q3: 654,475 shares 654,475 $30.3M 0.09% +15,992 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 679,454 shares; 2024Q3: 662,833 shares; 2024Q4: 667,148 shares; 2025Q1: 669,390 shares; 2025Q2: 652,588 shares; 2025Q3: 658,681 shares 658,681 $30.3M 0.09% +6,093 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,247 shares; 2024Q3: 2,272 shares; 2024Q4: 2,074 shares; 2025Q1: 4,081 shares; 2025Q2: 35,506 shares; 2025Q3: 53,406 shares 53,406 $30M 0.09% +17,900 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 827,880 shares; 2024Q3: 795,938 shares; 2024Q4: 759,336 shares; 2025Q1: 722,092 shares; 2025Q2: 700,032 shares; 2025Q3: 692,760 shares 692,760 $30M 0.09% -7,272 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 186,051 shares; 2024Q3: 178,131 shares; 2024Q4: 168,265 shares; 2025Q1: 193,946 shares; 2025Q2: 193,299 shares; 2025Q3: 237,952 shares 237,952 $29.8M 0.09% +44,653 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 25,708 shares; 2024Q3: 26,400 shares; 2024Q4: 27,826 shares; 2025Q1: 23,667 shares; 2025Q2: 29,062 shares; 2025Q3: 263,751 shares 263,751 $29.7M 0.09% +234,689 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 23,180 shares; 2024Q3: 22,882 shares; 2024Q4: 32,051 shares; 2025Q1: 83,354 shares; 2025Q2: 96,343 shares; 2025Q3: 116,187 shares 116,187 $29.5M 0.09% +19,844 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,516 shares; 2025Q2: 166,663 shares; 2025Q3: 209,931 shares 209,931 $28.7M 0.09% +43,268 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 136,079 shares; 2024Q3: 135,999 shares; 2024Q4: 137,556 shares; 2025Q1: 142,109 shares; 2025Q2: 149,339 shares; 2025Q3: 151,029 shares 151,029 $28.6M 0.09% +1,690 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 141,510 shares; 2024Q3: 125,640 shares; 2024Q4: 149,068 shares; 2025Q1: 477,101 shares; 2025Q2: 472,523 shares; 2025Q3: 477,826 shares 477,826 $28.6M 0.09% +5,303 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 285,973 shares; 2024Q3: 364,305 shares; 2024Q4: 526,116 shares; 2025Q1: 668,832 shares; 2025Q2: 749,385 shares; 2025Q3: 568,435 shares 568,435 $28.6M 0.09% -180,950 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 93,718 shares; 2024Q3: 91,355 shares; 2024Q4: 88,642 shares; 2025Q1: 86,508 shares; 2025Q2: 88,780 shares; 2025Q3: 115,661 shares 115,661 $28.5M 0.09% +26,881 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 125,208 shares; 2024Q3: 128,288 shares; 2024Q4: 131,941 shares; 2025Q1: 131,975 shares; 2025Q2: 133,202 shares; 2025Q3: 169,620 shares 169,620 $28.4M 0.09% +36,418 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 198,602 shares; 2024Q3: 198,630 shares; 2024Q4: 200,827 shares; 2025Q1: 204,614 shares; 2025Q2: 241,572 shares; 2025Q3: 258,741 shares 258,741 $28.1M 0.08% +17,169 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 78,838 shares; 2025Q1: 130,920 shares; 2025Q2: 164,103 shares; 2025Q3: 190,431 shares 190,431 $27.7M 0.08% +26,328 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 503,065 shares; 2024Q3: 555,834 shares; 2024Q4: 813,457 shares; 2025Q1: 1,111,745 shares; 2025Q2: 1,136,665 shares; 2025Q3: 1,157,700 shares 1,157,700 $27.7M 0.08% +21,035 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 147,129 shares; 2024Q3: 219,326 shares; 2024Q4: 286,723 shares; 2025Q1: 291,325 shares; 2025Q2: 224,790 shares; 2025Q3: 241,910 shares 241,910 $27.5M 0.08% +17,120 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 222,178 shares; 2024Q3: 346,824 shares; 2024Q4: 418,170 shares; 2025Q1: 443,375 shares; 2025Q2: 463,991 shares; 2025Q3: 432,695 shares 432,695 $27.4M 0.08% -31,296 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 162,563 shares; 2024Q3: 160,949 shares; 2024Q4: 162,859 shares; 2025Q1: 161,721 shares; 2025Q2: 180,221 shares; 2025Q3: 182,290 shares 182,290 $27.3M 0.08% +2,069 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 893,822 shares; 2024Q3: 931,651 shares; 2024Q4: 978,795 shares; 2025Q1: 1,039,361 shares; 2025Q2: 861,812 shares; 2025Q3: 862,592 shares 862,592 $27.1M 0.08% +780 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 111,364 shares; 2024Q3: 107,104 shares; 2024Q4: 106,572 shares; 2025Q1: 105,108 shares; 2025Q2: 110,313 shares; 2025Q3: 122,573 shares 122,573 $27.1M 0.08% +12,260 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 373,482 shares; 2024Q3: 361,303 shares; 2024Q4: 501,561 shares; 2025Q1: 532,715 shares; 2025Q2: 528,575 shares; 2025Q3: 532,585 shares 532,585 $26.8M 0.08% +4,010 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 72,396 shares; 2024Q3: 77,140 shares; 2024Q4: 79,908 shares; 2025Q1: 91,401 shares; 2025Q2: 100,739 shares; 2025Q3: 112,449 shares 112,449 $26.6M 0.08% +11,710 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 349,194 shares; 2024Q3: 333,369 shares; 2024Q4: 316,753 shares; 2025Q1: 306,816 shares; 2025Q2: 315,330 shares; 2025Q3: 319,161 shares 319,161 $26.6M 0.08% +3,831 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,674,317 shares; 2024Q3: 1,629,664 shares; 2024Q4: 1,524,536 shares; 2025Q1: 1,219,919 shares; 2025Q2: 1,376,228 shares; 2025Q3: 1,143,204 shares 1,143,204 $26.4M 0.08% -233,024 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,330,078 shares; 2024Q3: 1,302,363 shares; 2024Q4: 1,300,081 shares; 2025Q1: 1,326,042 shares; 2025Q2: 1,345,912 shares; 2025Q3: 1,358,558 shares 1,358,558 $26.4M 0.08% +12,646 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,055 shares; 2024Q3: 1,624 shares; 2024Q4: 10,549 shares; 2025Q1: 484,425 shares; 2025Q2: 470,403 shares; 2025Q3: 519,219 shares 519,219 $26.2M 0.08% +48,816 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,132,408 shares; 2024Q3: 1,104,002 shares; 2024Q4: 1,079,917 shares; 2025Q1: 1,047,713 shares; 2025Q2: 906,393 shares; 2025Q3: 133,208 shares 133,208 $26.1M 0.08% -773,185 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 42,252 shares; 2024Q3: 43,594 shares; 2024Q4: 41,998 shares; 2025Q1: 40,621 shares; 2025Q2: 185,910 shares; 2025Q3: 209,694 shares 209,694 $25.9M 0.08% +23,784 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,427 shares; 2024Q3: 13,108 shares; 2024Q4: 15,745 shares; 2025Q1: 23,676 shares; 2025Q2: 73,671 shares; 2025Q3: 128,929 shares 128,929 $25.9M 0.08% +55,258 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 6,905 shares; 2024Q4: 40,537 shares; 2025Q1: 171,490 shares; 2025Q2: 929,285 shares; 2025Q3: 926,694 shares 926,694 $25.7M 0.08% -2,591 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 248,344 shares; 2024Q3: 239,732 shares; 2024Q4: 231,297 shares; 2025Q1: 228,760 shares; 2025Q2: 226,971 shares; 2025Q3: 255,577 shares 255,577 $25.7M 0.08% +28,606 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 270,846 shares; 2024Q3: 262,366 shares; 2024Q4: 252,667 shares; 2025Q1: 248,029 shares; 2025Q2: 253,373 shares; 2025Q3: 260,977 shares 260,977 $25.7M 0.08% +7,604 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6 shares; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 36 shares; 2025Q2: 35 shares; 2025Q3: 34 shares 34 $25.6M 0.08% -1 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 265,130 shares; 2024Q3: 305,704 shares; 2024Q4: 326,672 shares; 2025Q1: 336,042 shares; 2025Q2: 353,626 shares; 2025Q3: 388,156 shares 388,156 $25.6M 0.08% +34,530 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 205,263 shares; 2024Q3: 247,907 shares; 2024Q4: 283,523 shares; 2025Q1: 417,354 shares; 2025Q2: 554,744 shares; 2025Q3: 735,338 shares 735,338 $25.6M 0.08% +180,594 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 35,236 shares; 2024Q3: 79,775 shares; 2024Q4: 134,221 shares; 2025Q1: 224,418 shares; 2025Q2: 260,025 shares; 2025Q3: 391,498 shares 391,498 $25.4M 0.08% +131,473 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,581,473 shares; 2024Q3: 1,518,649 shares; 2024Q4: 1,352,501 shares; 2025Q1: 912,254 shares; 2025Q2: 851,829 shares; 2025Q3: 707,579 shares 707,579 $25.4M 0.08% -144,250 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 198,486 shares; 2024Q3: 206,923 shares; 2024Q4: 185,691 shares; 2025Q1: 188,348 shares; 2025Q2: 192,094 shares; 2025Q3: 253,105 shares 253,105 $25.2M 0.08% +61,011 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 38,294 shares; 2024Q3: 83,168 shares; 2024Q4: 134,500 shares; 2025Q1: 346,667 shares; 2025Q2: 354,148 shares; 2025Q3: 341,559 shares 341,559 $25.1M 0.08% -12,589 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 17,902 shares; 2024Q3: 17,621 shares; 2024Q4: 17,742 shares; 2025Q1: 18,830 shares; 2025Q2: 17,901 shares; 2025Q3: 371,180 shares 371,180 $25.1M 0.08% +353,279 Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 549 shares; 2024Q4: 553 shares; 2025Q1: 560 shares; 2025Q2: 78,066 shares; 2025Q3: 503,242 shares 503,242 $25M 0.08% +425,176 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 16,683 shares; 2024Q3: 16,910 shares; 2024Q4: 17,338 shares; 2025Q1: 19,094 shares; 2025Q2: 25,916 shares; 2025Q3: 36,436 shares 36,436 $24.9M 0.07% +10,520 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 60,289 shares; 2024Q3: 66,144 shares; 2024Q4: 71,311 shares; 2025Q1: 75,774 shares; 2025Q2: 182,691 shares; 2025Q3: 195,053 shares 195,053 $23.9M 0.07% +12,362 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 199,125 shares; 2024Q3: 224,320 shares; 2024Q4: 231,237 shares; 2025Q1: 242,111 shares; 2025Q2: 233,622 shares; 2025Q3: 273,034 shares 273,034 $23.8M 0.07% +39,412 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,484 shares; 2024Q3: 14,128 shares; 2024Q4: 26,879 shares; 2025Q1: 87,129 shares; 2025Q2: 88,965 shares; 2025Q3: 81,036 shares 81,036 $23.8M 0.07% -7,929 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,531 shares; 2024Q3: 14,435 shares; 2024Q4: 19,263 shares; 2025Q1: 39,181 shares; 2025Q2: 53,687 shares; 2025Q3: 85,123 shares 85,123 $23.8M 0.07% +31,436 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 838,407 shares; 2024Q3: 322,525 shares; 2024Q4: 366,613 shares; 2025Q1: 559,663 shares; 2025Q2: 580,783 shares; 2025Q3: 599,501 shares 599,501 $23.7M 0.07% +18,718 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 289,312 shares; 2024Q3: 308,355 shares; 2024Q4: 330,794 shares; 2025Q1: 357,182 shares; 2025Q2: 420,404 shares; 2025Q3: 529,080 shares 529,080 $23.6M 0.07% +108,676 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 234,182 shares; 2024Q3: 335,071 shares; 2024Q4: 327,497 shares; 2025Q1: 321,868 shares; 2025Q2: 306,484 shares; 2025Q3: 305,711 shares 305,711 $23.4M 0.07% -773 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 272,392 shares; 2024Q3: 258,872 shares; 2024Q4: 254,317 shares; 2025Q1: 251,321 shares; 2025Q2: 254,099 shares; 2025Q3: 257,598 shares 257,598 $23.4M 0.07% +3,499 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 333,086 shares; 2024Q3: 404,506 shares; 2024Q4: 411,344 shares; 2025Q1: 425,983 shares; 2025Q2: 481,185 shares; 2025Q3: 515,829 shares 515,829 $23.4M 0.07% +34,644 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 99,717 shares; 2024Q3: 100,790 shares; 2024Q4: 104,535 shares; 2025Q1: 107,236 shares; 2025Q2: 100,926 shares; 2025Q3: 107,458 shares 107,458 $23.2M 0.07% +6,532 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 609,892 shares; 2024Q3: 496,090 shares; 2024Q4: 338,397 shares; 2025Q1: 380,782 shares; 2025Q2: 503,345 shares; 2025Q3: 470,078 shares 470,078 $22.6M 0.07% -33,267 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 290,934 shares; 2025Q2: 337,472 shares; 2025Q3: 416,882 shares 416,882 $22.5M 0.07% +79,410 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 47,272 shares; 2024Q3: 47,226 shares; 2024Q4: 45,791 shares; 2025Q1: 45,604 shares; 2025Q2: 49,137 shares; 2025Q3: 58,018 shares 58,018 $22.5M 0.07% +8,881 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 514,819 shares; 2024Q3: 528,589 shares; 2024Q4: 508,321 shares; 2025Q1: 499,165 shares; 2025Q2: 586,766 shares; 2025Q3: 720,919 shares 720,919 $22.5M 0.07% +134,153 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 566,372 shares; 2024Q3: 619,483 shares; 2024Q4: 581,516 shares; 2025Q1: 602,436 shares; 2025Q2: 579,774 shares; 2025Q3: 582,555 shares 582,555 $22.5M 0.07% +2,781 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,103,825 shares; 2025Q2: 1,171,911 shares; 2025Q3: 1,330,752 shares 1,330,752 $22.4M 0.07% +158,841 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 516 shares; 2024Q3: 135,172 shares; 2024Q4: 218,859 shares; 2025Q1: 463,447 shares; 2025Q2: 672,379 shares; 2025Q3: 682,438 shares 682,438 $22.4M 0.07% +10,059 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 134,792 shares; 2024Q3: 126,651 shares; 2024Q4: 127,643 shares; 2025Q1: 127,795 shares; 2025Q2: 223,327 shares; 2025Q3: 233,581 shares 233,581 $22.3M 0.07% +10,254 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 315,455 shares; 2024Q3: 311,471 shares; 2024Q4: 306,910 shares; 2025Q1: 298,188 shares; 2025Q2: 293,341 shares; 2025Q3: 293,896 shares 293,896 $22.3M 0.07% +555 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,284 shares; 2024Q3: 16,823 shares; 2024Q4: 42,563 shares; 2025Q1: 59,910 shares; 2025Q2: 74,571 shares; 2025Q3: 109,614 shares 109,614 $22.3M 0.07% +35,043 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 695,489 shares; 2024Q3: 598,378 shares; 2024Q4: 559,495 shares; 2025Q1: 448,029 shares; 2025Q2: 439,613 shares; 2025Q3: 439,300 shares 439,300 $22M 0.07% -313 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 282,991 shares; 2024Q3: 287,610 shares; 2024Q4: 296,244 shares; 2025Q1: 298,429 shares; 2025Q2: 318,509 shares; 2025Q3: 327,216 shares 327,216 $21.8M 0.07% +8,707 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 182,505 shares; 2024Q3: 175,590 shares; 2024Q4: 171,485 shares; 2025Q1: 169,757 shares; 2025Q2: 172,846 shares; 2025Q3: 175,298 shares 175,298 $21.8M 0.07% +2,452 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 311,240 shares; 2024Q3: 317,115 shares; 2024Q4: 571,167 shares; 2025Q1: 660,246 shares; 2025Q2: 717,251 shares; 2025Q3: 719,406 shares 719,406 $21.8M 0.07% +2,155 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,281,458 shares; 2024Q3: 2,727,097 shares; 2024Q4: 2,803,723 shares; 2025Q1: 2,454,794 shares; 2025Q2: 308,261 shares; 2025Q3: 321,592 shares 321,592 $21.7M 0.07% +13,331 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 294,199 shares; 2024Q3: 322,515 shares; 2024Q4: 312,783 shares; 2025Q1: 306,850 shares; 2025Q2: 285,613 shares; 2025Q3: 429,438 shares 429,438 $21.7M 0.07% +143,825 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 70,595 shares; 2024Q3: 70,893 shares; 2024Q4: 68,901 shares; 2025Q1: 75,028 shares; 2025Q2: 76,427 shares; 2025Q3: 75,237 shares 75,237 $21.7M 0.07% -1,190 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 91,847 shares; 2024Q3: 119,488 shares; 2024Q4: 124,166 shares; 2025Q1: 153,413 shares; 2025Q2: 294,055 shares; 2025Q3: 313,939 shares 313,939 $21.6M 0.07% +19,884 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,016 shares; 2024Q3: 7,865 shares; 2024Q4: 17,093 shares; 2025Q1: 24,400 shares; 2025Q2: 49,508 shares; 2025Q3: 99,888 shares 99,888 $21.4M 0.06% +50,380 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 19,753 shares; 2024Q3: 19,240 shares; 2024Q4: 33,509 shares; 2025Q1: 39,864 shares; 2025Q2: 70,442 shares; 2025Q3: 72,362 shares 72,362 $21.3M 0.06% +1,920 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 70,909 shares; 2024Q3: 72,450 shares; 2024Q4: 77,959 shares; 2025Q1: 89,908 shares; 2025Q2: 99,725 shares; 2025Q3: 115,215 shares 115,215 $21.2M 0.06% +15,490 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 218 shares; 2024Q3: 3,469 shares; 2024Q4: 5,033 shares; 2025Q1: 8,271 shares; 2025Q2: 16,926 shares; 2025Q3: 25,531 shares 25,531 $21.1M 0.06% +8,605 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 50,958 shares; 2024Q3: 47,743 shares; 2024Q4: 64,166 shares; 2025Q1: 74,865 shares; 2025Q2: 99,590 shares; 2025Q3: 129,764 shares 129,764 $21M 0.06% +30,174 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 48,883 shares; 2024Q3: 57,583 shares; 2024Q4: 78,786 shares; 2025Q1: 192,894 shares; 2025Q2: 226,102 shares; 2025Q3: 340,858 shares 340,858 $20.8M 0.06% +114,756 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 49,531 shares; 2024Q3: 42,043 shares; 2024Q4: 32,579 shares; 2025Q1: 375,209 shares; 2025Q2: 424,200 shares; 2025Q3: 419,367 shares 419,367 $20.7M 0.06% -4,833 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,631 shares; 2024Q3: 2,610 shares; 2024Q4: 2,705 shares; 2025Q1: 3,283 shares; 2025Q2: 3,469 shares; 2025Q3: 3,838 shares 3,838 $20.7M 0.06% +369 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 317,678 shares; 2024Q3: 153,648 shares; 2024Q4: 157,555 shares; 2025Q1: 164,639 shares; 2025Q2: 170,690 shares; 2025Q3: 180,911 shares 180,911 $20.7M 0.06% +10,221 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 150,931 shares; 2024Q3: 314,873 shares; 2024Q4: 326,963 shares; 2025Q1: 549,192 shares; 2025Q2: 686,946 shares; 2025Q3: 794,673 shares 794,673 $20.6M 0.06% +107,727 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 45,713 shares; 2024Q3: 45,498 shares; 2024Q4: 46,831 shares; 2025Q1: 103,964 shares; 2025Q2: 116,712 shares; 2025Q3: 165,896 shares 165,896 $20.5M 0.06% +49,184 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 569,112 shares; 2024Q3: 414,796 shares; 2024Q4: 323,217 shares; 2025Q1: 300,205 shares; 2025Q2: 297,942 shares; 2025Q3: 282,258 shares 282,258 $20.5M 0.06% -15,684 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 119,142 shares; 2024Q3: 125,056 shares; 2024Q4: 133,614 shares; 2025Q1: 154,484 shares; 2025Q2: 166,871 shares; 2025Q3: 211,867 shares 211,867 $20.5M 0.06% +44,996 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 58,597 shares; 2024Q3: 62,172 shares; 2024Q4: 62,368 shares; 2025Q1: 64,461 shares; 2025Q2: 123,581 shares; 2025Q3: 117,047 shares 117,047 $20.4M 0.06% -6,534 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 45,350 shares; 2024Q3: 41,242 shares; 2024Q4: 44,098 shares; 2025Q1: 58,233 shares; 2025Q2: 61,756 shares; 2025Q3: 116,733 shares 116,733 $20.4M 0.06% +54,977 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14,737 shares; 2024Q3: 14,470 shares; 2024Q4: 14,531 shares; 2025Q1: 15,063 shares; 2025Q2: 15,053 shares; 2025Q3: 25,553 shares 25,553 $20.3M 0.06% +10,500 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 131,038 shares; 2024Q3: 137,240 shares; 2024Q4: 146,218 shares; 2025Q1: 117,300 shares; 2025Q2: 118,528 shares; 2025Q3: 127,727 shares 127,727 $20.3M 0.06% +9,199 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,888 shares; 2024Q3: 11,037 shares; 2024Q4: 13,793 shares; 2025Q1: 23,022 shares; 2025Q2: 24,861 shares; 2025Q3: 32,893 shares 32,893 $20.2M 0.06% +8,032 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 521,655 shares; 2024Q3: 599,949 shares; 2024Q4: 619,294 shares; 2025Q1: 1,362,290 shares; 2025Q2: 1,389,856 shares; 2025Q3: 1,481,204 shares 1,481,204 $19.9M 0.06% +91,348 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 198,826 shares; 2024Q3: 202,980 shares; 2024Q4: 129,519 shares; 2025Q1: 83,409 shares; 2025Q2: 75,168 shares; 2025Q3: 80,877 shares 80,877 $19.6M 0.06% +5,709 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 622,204 shares; 2024Q3: 617,885 shares; 2024Q4: 613,281 shares; 2025Q1: 638,707 shares; 2025Q2: 686,043 shares; 2025Q3: 749,575 shares 749,575 $19.5M 0.06% +63,532 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,767,095 shares; 2024Q3: 2,537,106 shares; 2024Q4: 2,812,301 shares; 2025Q1: 1,536,390 shares; 2025Q2: 1,519,417 shares; 2025Q3: 170,382 shares 170,382 $19.4M 0.06% -1,349,035 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 95 shares; 2025Q1: 450 shares; 2025Q2: 22,004 shares; 2025Q3: 775,139 shares 775,139 $19.4M 0.06% +753,135 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,571 shares; 2024Q3: 8,562 shares; 2024Q4: 10,103 shares; 2025Q1: 9,300 shares; 2025Q2: 23,726 shares; 2025Q3: 81,709 shares 81,709 $19.3M 0.06% +57,983 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 40,990 shares; 2024Q3: 43,152 shares; 2024Q4: 45,779 shares; 2025Q1: 49,032 shares; 2025Q2: 41,002 shares; 2025Q3: 43,066 shares 43,066 $19.3M 0.06% +2,064 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 222,228 shares; 2024Q3: 486,850 shares; 2024Q4: 380,619 shares; 2025Q1: 371,407 shares; 2025Q2: 350,344 shares; 2025Q3: 351,054 shares 351,054 $19.2M 0.06% +710 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 258,566 shares; 2024Q3: 289,937 shares; 2024Q4: 311,114 shares; 2025Q1: 351,978 shares; 2025Q2: 346,277 shares; 2025Q3: 453,918 shares 453,918 $19.1M 0.06% +107,641 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 254,803 shares; 2024Q3: 258,007 shares; 2024Q4: 252,637 shares; 2025Q1: 304,155 shares; 2025Q2: 343,561 shares; 2025Q3: 374,161 shares 374,161 $19M 0.06% +30,600 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 90,793 shares; 2024Q3: 127,718 shares; 2024Q4: 162,359 shares; 2025Q1: 162,266 shares; 2025Q2: 247,047 shares; 2025Q3: 257,394 shares 257,394 $18.9M 0.06% +10,347 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 163,751 shares; 2024Q3: 162,219 shares; 2024Q4: 161,045 shares; 2025Q1: 160,525 shares; 2025Q2: 161,635 shares; 2025Q3: 163,956 shares 163,956 $18.9M 0.06% +2,321 Timeline XTRE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 361,332 shares; 2025Q1: 386,077 shares; 2025Q2: 379,606 shares; 2025Q3: 377,373 shares 377,373 $18.8M 0.06% -2,233 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 38,348 shares; 2024Q3: 80,060 shares; 2024Q4: 83,072 shares; 2025Q1: 100,918 shares; 2025Q2: 122,059 shares; 2025Q3: 165,803 shares 165,803 $18.8M 0.06% +43,744 Timeline SDG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 330,895 shares; 2024Q3: 290,368 shares; 2024Q4: 233,910 shares; 2025Q1: 234,197 shares; 2025Q2: 233,752 shares; 2025Q3: 222,112 shares 222,112 $18.5M 0.06% -11,640 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 698,100 shares; 2024Q3: 389,381 shares; 2024Q4: 396,119 shares; 2025Q1: 418,143 shares; 2025Q2: 485,473 shares; 2025Q3: 360,087 shares 360,087 $18.4M 0.06% -125,386 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 353,004 shares; 2024Q3: 337,517 shares; 2024Q4: 391,244 shares; 2025Q1: 380,922 shares; 2025Q2: 378,866 shares; 2025Q3: 372,350 shares 372,350 $18.3M 0.06% -6,516 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 13,425 shares; 2024Q3: 15,375 shares; 2024Q4: 18,379 shares; 2025Q1: 22,432 shares; 2025Q2: 29,750 shares; 2025Q3: 64,883 shares 64,883 $18.3M 0.06% +35,133 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 370,979 shares; 2024Q3: 470,887 shares; 2024Q4: 507,224 shares; 2025Q1: 540,212 shares; 2025Q2: 576,177 shares; 2025Q3: 586,221 shares 586,221 $18.3M 0.06% +10,044 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 316,894 shares; 2024Q3: 355,828 shares; 2024Q4: 355,704 shares; 2025Q1: 378,902 shares; 2025Q2: 381,741 shares; 2025Q3: 380,581 shares 380,581 $18.1M 0.05% -1,160 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 39,006 shares; 2024Q3: 66,971 shares; 2024Q4: 93,522 shares; 2025Q1: 272,332 shares; 2025Q2: 181,483 shares; 2025Q3: 1,198,078 shares 1,198,078 $18.1M 0.05% +1,016,595 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 292,145 shares; 2024Q3: 296,978 shares; 2024Q4: 882,637 shares; 2025Q1: 840,658 shares; 2025Q2: 743,439 shares; 2025Q3: 685,710 shares 685,710 $18.1M 0.05% -57,729 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,968 shares; 2024Q3: 42,656 shares; 2024Q4: 116,557 shares; 2025Q1: 183,451 shares; 2025Q2: 538,791 shares; 2025Q3: 819,677 shares 819,677 $18M 0.05% +280,886 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 272,777 shares; 2024Q3: 318,193 shares; 2024Q4: 317,320 shares; 2025Q1: 330,653 shares; 2025Q2: 332,647 shares; 2025Q3: 313,650 shares 313,650 $18M 0.05% -18,997 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 157,071 shares; 2024Q3: 130,892 shares; 2024Q4: 96,809 shares; 2025Q1: 327,378 shares; 2025Q2: 336,587 shares; 2025Q3: 325,068 shares 325,068 $17.9M 0.05% -11,519 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 35,539 shares; 2024Q3: 33,485 shares; 2024Q4: 36,259 shares; 2025Q1: 43,355 shares; 2025Q2: 76,242 shares; 2025Q3: 416,785 shares 416,785 $17.9M 0.05% +340,543 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,304 shares; 2024Q3: 62,917 shares; 2024Q4: 76,713 shares; 2025Q1: 81,273 shares; 2025Q2: 121,406 shares; 2025Q3: 214,537 shares 214,537 $17.7M 0.05% +93,131 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 47,228 shares; 2024Q3: 51,641 shares; 2024Q4: 54,484 shares; 2025Q1: 58,648 shares; 2025Q2: 63,797 shares; 2025Q3: 73,748 shares 73,748 $17.7M 0.05% +9,951 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 324,209 shares; 2024Q3: 311,646 shares; 2024Q4: 306,856 shares; 2025Q1: 417,698 shares; 2025Q2: 215,072 shares; 2025Q3: 233,493 shares 233,493 $17.6M 0.05% +18,421 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 90,603 shares; 2024Q3: 108,372 shares; 2024Q4: 118,116 shares; 2025Q1: 127,737 shares; 2025Q2: 114,574 shares; 2025Q3: 124,025 shares 124,025 $17.5M 0.05% +9,451 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,640 shares; 2024Q3: 3,971 shares; 2024Q4: 2,081 shares; 2025Q1: 2,052 shares; 2025Q2: 45,489 shares; 2025Q3: 79,160 shares 79,160 $17.5M 0.05% +33,671 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 376,934 shares; 2024Q3: 354,170 shares; 2024Q4: 381,838 shares; 2025Q1: 231,975 shares; 2025Q2: 148,936 shares; 2025Q3: 146,406 shares 146,406 $17.4M 0.05% -2,530 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 159,554 shares; 2024Q3: 82,099 shares; 2024Q4: 18,841 shares; 2025Q1: 270,476 shares; 2025Q2: 279,730 shares; 2025Q3: 289,429 shares 289,429 $17.4M 0.05% +9,699 Timeline TAXX BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 196,562 shares; 2024Q4: 210,192 shares; 2025Q1: 214,288 shares; 2025Q2: 271,213 shares; 2025Q3: 338,615 shares 338,615 $17.3M 0.05% +67,402 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 239,519 shares; 2024Q3: 197,670 shares; 2024Q4: 349,170 shares; 2025Q1: 340,213 shares; 2025Q2: 343,039 shares; 2025Q3: 337,512 shares 337,512 $17.2M 0.05% -5,527 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 399,138 shares; 2024Q3: 403,995 shares; 2024Q4: 378,701 shares; 2025Q1: 376,771 shares; 2025Q2: 384,487 shares; 2025Q3: 606,610 shares 606,610 $17.2M 0.05% +222,123 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 67 shares; 2024Q3: 31,068 shares; 2024Q4: 34,799 shares; 2025Q1: 51,676 shares; 2025Q2: 119,721 shares; 2025Q3: 142,002 shares 142,002 $17.1M 0.05% +22,281 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 286,282 shares; 2024Q3: 280,908 shares; 2024Q4: 282,525 shares; 2025Q1: 275,833 shares; 2025Q2: 281,155 shares; 2025Q3: 276,169 shares 276,169 $17.1M 0.05% -4,986 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,630 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 124,619 shares 124,619 $17.1M 0.05% new Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 46,902 shares; 2024Q3: 109,044 shares; 2024Q4: 331,967 shares; 2025Q1: 345,422 shares; 2025Q2: 345,385 shares; 2025Q3: 343,112 shares 343,112 $17.1M 0.05% -2,273 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 150,161 shares; 2024Q3: 149,069 shares; 2024Q4: 147,713 shares; 2025Q1: 144,468 shares; 2025Q2: 158,888 shares; 2025Q3: 165,761 shares 165,761 $17M 0.05% +6,873 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 108,112 shares; 2024Q3: 185,139 shares; 2024Q4: 189,339 shares; 2025Q1: 196,810 shares; 2025Q2: 251,412 shares; 2025Q3: 312,566 shares 312,566 $16.9M 0.05% +61,154 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 220,349 shares; 2024Q3: 379,691 shares; 2024Q4: 374,478 shares; 2025Q1: 363,440 shares; 2025Q2: 348,650 shares; 2025Q3: 325,091 shares 325,091 $16.9M 0.05% -23,559 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,683 shares; 2024Q3: 5,562 shares; 2024Q4: 18,595 shares; 2025Q1: 22,274 shares; 2025Q2: 24,582 shares; 2025Q3: 56,146 shares 56,146 $16.8M 0.05% +31,564 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 40,267 shares; 2024Q3: 62,913 shares; 2024Q4: 61,218 shares; 2025Q1: 65,494 shares; 2025Q2: 73,898 shares; 2025Q3: 81,408 shares 81,408 $16.7M 0.05% +7,510 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,972 shares; 2024Q3: 14,297 shares; 2024Q4: 57,424 shares; 2025Q1: 107,429 shares; 2025Q2: 131,180 shares; 2025Q3: 196,472 shares 196,472 $16.7M 0.05% +65,292 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 50,095 shares; 2025Q1: 66,123 shares; 2025Q2: 67,491 shares; 2025Q3: 124,283 shares 124,283 $16.6M 0.05% +56,792 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 84,158 shares; 2024Q3: 85,536 shares; 2024Q4: 77,557 shares; 2025Q1: 96,926 shares; 2025Q2: 178,243 shares; 2025Q3: 199,048 shares 199,048 $16.6M 0.05% +20,805 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,868 shares; 2024Q3: 21,309 shares; 2024Q4: 42,654 shares; 2025Q1: 72,372 shares; 2025Q2: 53,263 shares; 2025Q3: 136,363 shares 136,363 $16.6M 0.05% +83,100 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 46,113 shares; 2024Q3: 45,908 shares; 2024Q4: 58,196 shares; 2025Q1: 160,244 shares; 2025Q2: 171,930 shares; 2025Q3: 176,423 shares 176,423 $16.5M 0.05% +4,493 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 156 shares; 2024Q3: 122 shares; 2024Q4: 82 shares; 2025Q1: 79 shares; 2025Q2: 960 shares; 2025Q3: 211,783 shares 211,783 $16.4M 0.05% +210,823 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 427,696 shares; 2024Q3: 412,683 shares; 2024Q4: 360,432 shares; 2025Q1: 352,035 shares; 2025Q2: 361,196 shares; 2025Q3: 319,712 shares 319,712 $16.4M 0.05% -41,484 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 92,926 shares; 2024Q3: 89,880 shares; 2024Q4: 86,694 shares; 2025Q1: 85,082 shares; 2025Q2: 98,680 shares; 2025Q3: 56,410 shares 56,410 $16.3M 0.05% -42,270 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,619 shares; 2024Q3: 8,420 shares; 2024Q4: 13,793 shares; 2025Q1: 17,053 shares; 2025Q2: 44,914 shares; 2025Q3: 76,158 shares 76,158 $16.2M 0.05% +31,244 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 36,872 shares; 2024Q3: 51,772 shares; 2024Q4: 52,883 shares; 2025Q1: 118,871 shares; 2025Q2: 188,979 shares; 2025Q3: 171,129 shares 171,129 $16.1M 0.05% -17,850 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 126,889 shares; 2024Q3: 142,920 shares; 2024Q4: 153,766 shares; 2025Q1: 167,364 shares; 2025Q2: 160,087 shares; 2025Q3: 179,196 shares 179,196 $16.1M 0.05% +19,109 Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 308 shares; 2024Q3: 80,775 shares; 2024Q4: 121,319 shares; 2025Q1: 349,136 shares; 2025Q2: 459,524 shares; 2025Q3: 464,206 shares 464,206 $16M 0.05% +4,682 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 16,811 shares; 2024Q3: 17,348 shares; 2024Q4: 18,361 shares; 2025Q1: 19,568 shares; 2025Q2: 23,346 shares; 2025Q3: 42,738 shares 42,738 $16M 0.05% +19,392 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 65,804 shares; 2024Q3: 73,901 shares; 2024Q4: 98,948 shares; 2025Q1: 131,220 shares; 2025Q2: 141,158 shares; 2025Q3: 157,495 shares 157,495 $16M 0.05% +16,337 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,196 shares; 2024Q3: 6,770 shares; 2024Q4: 8,109 shares; 2025Q1: 8,785 shares; 2025Q2: 27,745 shares; 2025Q3: 53,627 shares 53,627 $16M 0.05% +25,882 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 85,060 shares; 2024Q3: 82,873 shares; 2024Q4: 131,749 shares; 2025Q1: 207,237 shares; 2025Q2: 192,487 shares; 2025Q3: 192,430 shares 192,430 $15.9M 0.05% -57 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 35,009 shares; 2024Q3: 35,007 shares; 2024Q4: 30,558 shares; 2025Q1: 33,949 shares; 2025Q2: 34,342 shares; 2025Q3: 41,986 shares 41,986 $15.9M 0.05% +7,644 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 188,569 shares; 2024Q3: 182,714 shares; 2024Q4: 222,201 shares; 2025Q1: 225,798 shares; 2025Q2: 183,755 shares; 2025Q3: 158,848 shares 158,848 $15.9M 0.05% -24,907 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,068 shares; 2024Q3: 8,404 shares; 2024Q4: 50,845 shares; 2025Q1: 276,675 shares; 2025Q2: 357,793 shares; 2025Q3: 417,627 shares 417,627 $15.9M 0.05% +59,834 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 906,840 shares; 2024Q3: 731,472 shares; 2024Q4: 554,120 shares; 2025Q1: 537,863 shares; 2025Q2: 638,278 shares; 2025Q3: 673,636 shares 673,636 $15.9M 0.05% +35,358 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 58,315 shares; 2024Q3: 48,320 shares; 2024Q4: 35,785 shares; 2025Q1: 42,091 shares; 2025Q2: 40,838 shares; 2025Q3: 177,832 shares 177,832 $15.8M 0.05% +136,994 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 88,627 shares; 2024Q3: 90,899 shares; 2024Q4: 95,749 shares; 2025Q1: 102,551 shares; 2025Q2: 108,514 shares; 2025Q3: 114,149 shares 114,149 $15.8M 0.05% +5,635 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 119,784 shares; 2024Q3: 114,964 shares; 2024Q4: 111,680 shares; 2025Q1: 109,464 shares; 2025Q2: 109,114 shares; 2025Q3: 112,928 shares 112,928 $15.8M 0.05% +3,814 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 254,562 shares; 2024Q3: 247,186 shares; 2024Q4: 249,802 shares; 2025Q1: 251,475 shares; 2025Q2: 264,925 shares; 2025Q3: 312,037 shares 312,037 $15.7M 0.05% +47,112 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14,423 shares; 2024Q3: 22,548 shares; 2024Q4: 141,775 shares; 2025Q1: 193,172 shares; 2025Q2: 212,807 shares; 2025Q3: 250,539 shares 250,539 $15.6M 0.05% +37,732 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 85,184 shares; 2025Q1: 155,536 shares; 2025Q2: 183,729 shares; 2025Q3: 192,194 shares 192,194 $15.5M 0.05% +8,465 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14,328 shares; 2024Q3: 11,854 shares; 2024Q4: 44,688 shares; 2025Q1: 113,695 shares; 2025Q2: 112,785 shares; 2025Q3: 116,665 shares 116,665 $15.5M 0.05% +3,880 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 21,362 shares; 2024Q3: 25,122 shares; 2024Q4: 27,118 shares; 2025Q1: 169,722 shares; 2025Q2: 146,112 shares; 2025Q3: 183,763 shares 183,763 $15.4M 0.05% +37,651 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 24,967 shares; 2024Q3: 25,441 shares; 2024Q4: 25,484 shares; 2025Q1: 57,075 shares; 2025Q2: 54,415 shares; 2025Q3: 51,886 shares 51,886 $15.4M 0.05% -2,529 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,687 shares; 2024Q3: 12,313 shares; 2024Q4: 12,920 shares; 2025Q1: 96,934 shares; 2025Q2: 182,210 shares; 2025Q3: 279,061 shares 279,061 $15.4M 0.05% +96,851 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 409,606 shares; 2024Q3: 473,922 shares; 2024Q4: 467,291 shares; 2025Q1: 465,594 shares; 2025Q2: 425,756 shares; 2025Q3: 418,993 shares 418,993 $15.4M 0.05% -6,763 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,432 shares; 2024Q3: 10,705 shares; 2024Q4: 13,915 shares; 2025Q1: 40,435 shares; 2025Q2: 54,522 shares; 2025Q3: 56,287 shares 56,287 $15.3M 0.05% +1,765 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 410,060 shares; 2024Q3: 495,193 shares; 2024Q4: 518,265 shares; 2025Q1: 560,277 shares; 2025Q2: 607,725 shares; 2025Q3: 586,879 shares 586,879 $15.2M 0.05% -20,846 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 473,732 shares; 2024Q3: 486,932 shares; 2024Q4: 538,943 shares; 2025Q1: 550,949 shares; 2025Q2: 580,073 shares; 2025Q3: 598,907 shares 598,907 $14.8M 0.04% +18,834 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,323 shares; 2024Q3: 4,241 shares; 2024Q4: 8,428 shares; 2025Q1: 8,147 shares; 2025Q2: 6,927 shares; 2025Q3: 28,496 shares 28,496 $14.7M 0.04% +21,569 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 114,425 shares; 2024Q3: 106,348 shares; 2024Q4: 115,896 shares; 2025Q1: 128,270 shares; 2025Q2: 146,719 shares; 2025Q3: 169,427 shares 169,427 $14.6M 0.04% +22,708 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 524,575 shares; 2024Q3: 587,981 shares; 2024Q4: 543,372 shares; 2025Q1: 619,695 shares; 2025Q2: 612,933 shares; 2025Q3: 601,444 shares 601,444 $14.6M 0.04% -11,489 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,271 shares; 2024Q3: 4,001 shares; 2024Q4: 8,484 shares; 2025Q1: 17,704 shares; 2025Q2: 16,359 shares; 2025Q3: 76,049 shares 76,049 $14.6M 0.04% +59,690 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 43,129 shares; 2024Q3: 38,822 shares; 2024Q4: 35,119 shares; 2025Q1: 34,482 shares; 2025Q2: 23,642 shares; 2025Q3: 20,842 shares 20,842 $14.5M 0.04% -2,800 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,505 shares; 2024Q3: 45,450 shares; 2024Q4: 81,599 shares; 2025Q1: 137,633 shares; 2025Q2: 166,681 shares; 2025Q3: 367,180 shares 367,180 $14.5M 0.04% +200,499 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 64,585 shares; 2024Q3: 135,281 shares; 2024Q4: 112,284 shares; 2025Q1: 112,868 shares; 2025Q2: 117,482 shares; 2025Q3: 149,175 shares 149,175 $14.4M 0.04% +31,693 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 17,759 shares; 2024Q3: 23,433 shares; 2024Q4: 47,672 shares; 2025Q1: 52,986 shares; 2025Q2: 163,659 shares; 2025Q3: 301,698 shares 301,698 $14.3M 0.04% +138,039 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 101,941 shares; 2024Q3: 91,148 shares; 2024Q4: 90,881 shares; 2025Q1: 82,664 shares; 2025Q2: 77,956 shares; 2025Q3: 102,350 shares 102,350 $14.3M 0.04% +24,394 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 505,898 shares; 2024Q3: 591,170 shares; 2024Q4: 534,205 shares; 2025Q1: 588,090 shares; 2025Q2: 581,672 shares; 2025Q3: 568,925 shares 568,925 $14.3M 0.04% -12,747 PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 23,268 shares; 2024Q3: 28,618 shares; 2024Q4: 30,849 shares; 2025Q1: 37,800 shares; 2025Q2: 42,204 shares; 2025Q3: 105,117 shares 105,117 $14.3M 0.04% +62,913 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,159,450 shares; 2024Q3: 877,947 shares; 2024Q4: 856,365 shares; 2025Q1: 172,828 shares; 2025Q2: 148,806 shares; 2025Q3: 159,150 shares 159,150 $14.2M 0.04% +10,344 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 22,594 shares; 2024Q3: 34,056 shares; 2024Q4: 45,523 shares; 2025Q1: 56,429 shares; 2025Q2: 58,646 shares; 2025Q3: 51,973 shares 51,973 $14M 0.04% -6,673 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 54,180 shares; 2024Q3: 64,999 shares; 2024Q4: 64,174 shares; 2025Q1: 64,177 shares; 2025Q2: 64,351 shares; 2025Q3: 68,556 shares 68,556 $14M 0.04% +4,205 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 122,116 shares; 2024Q3: 123,421 shares; 2024Q4: 55,142 shares; 2025Q1: 54,449 shares; 2025Q2: 53,194 shares; 2025Q3: 58,089 shares 58,089 $13.9M 0.04% +4,895 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,487 shares; 2024Q3: 26,349 shares; 2024Q4: 24,407 shares; 2025Q1: 22,075 shares; 2025Q2: 49,334 shares; 2025Q3: 183,842 shares 183,842 $13.9M 0.04% +134,508 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 37,664 shares; 2024Q3: 42,287 shares; 2024Q4: 102,591 shares; 2025Q1: 120,106 shares; 2025Q2: 202,279 shares; 2025Q3: 405,950 shares 405,950 $13.9M 0.04% +203,671 Timeline FICS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 24,962 shares; 2024Q3: 178,414 shares; 2024Q4: 267,121 shares; 2025Q1: 343,632 shares; 2025Q2: 348,042 shares; 2025Q3: 360,292 shares 360,292 $13.7M 0.04% +12,250 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 24,499 shares; 2024Q3: 24,815 shares; 2024Q4: 207,531 shares; 2025Q1: 202,259 shares; 2025Q2: 189,514 shares; 2025Q3: 187,009 shares 187,009 $13.5M 0.04% -2,505 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 247,769 shares; 2024Q3: 345,885 shares; 2024Q4: 387,554 shares; 2025Q1: 319,041 shares; 2025Q2: 310,876 shares; 2025Q3: 325,944 shares 325,944 $13.4M 0.04% +15,068 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,969 shares; 2024Q3: 3,922 shares; 2024Q4: 118,472 shares; 2025Q1: 142,425 shares; 2025Q2: 143,817 shares; 2025Q3: 165,074 shares 165,074 $13.4M 0.04% +21,257 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 752,892 shares; 2024Q3: 765,500 shares; 2024Q4: 781,591 shares; 2025Q1: 803,693 shares; 2025Q2: 807,432 shares; 2025Q3: 790,890 shares 790,890 $13.4M 0.04% -16,542 Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 465,864 shares; 2024Q3: 673,288 shares; 2024Q4: 731,622 shares; 2025Q1: 572,522 shares; 2025Q2: 252,581 shares; 2025Q3: 236,586 shares 236,586 $13.4M 0.04% -15,995 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,492 shares; 2024Q3: 6,764 shares; 2024Q4: 13,191 shares; 2025Q1: 16,664 shares; 2025Q2: 5,512 shares; 2025Q3: 29,287 shares 29,287 $13.4M 0.04% +23,775 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 386,858 shares; 2024Q3: 339,288 shares; 2024Q4: 323,614 shares; 2025Q1: 343,542 shares; 2025Q2: 290,274 shares; 2025Q3: 288,984 shares 288,984 $13.2M 0.04% -1,290 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 23,222 shares; 2024Q3: 38,746 shares; 2024Q4: 97,889 shares; 2025Q1: 88,624 shares; 2025Q2: 83,412 shares; 2025Q3: 92,342 shares 92,342 $13.2M 0.04% +8,930 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 157,831 shares; 2024Q3: 165,809 shares; 2024Q4: 163,037 shares; 2025Q1: 292,644 shares; 2025Q2: 264,481 shares; 2025Q3: 242,436 shares 242,436 $13.2M 0.04% -22,045 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,460 shares; 2024Q3: 6,907 shares; 2024Q4: 10,769 shares; 2025Q1: 13,822 shares; 2025Q2: 14,614 shares; 2025Q3: 17,039 shares 17,039 $13.2M 0.04% +2,425 Timeline JSML JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 52,226 shares; 2024Q3: 62,377 shares; 2024Q4: 73,382 shares; 2025Q1: 189,342 shares; 2025Q2: 193,140 shares; 2025Q3: 175,024 shares 175,024 $13.1M 0.04% -18,116 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 51,557 shares; 2024Q3: 50,404 shares; 2024Q4: 50,015 shares; 2025Q1: 41,837 shares; 2025Q2: 42,682 shares; 2025Q3: 51,799 shares 51,799 $13M 0.04% +9,117 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 524,432 shares; 2024Q3: 21,795 shares; 2024Q4: 28,518 shares; 2025Q1: 51,583 shares; 2025Q2: 53,359 shares; 2025Q3: 116,840 shares 116,840 $13M 0.04% +63,481 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 125,147 shares; 2024Q3: 106,600 shares; 2024Q4: 96,303 shares; 2025Q1: 135,355 shares; 2025Q2: 183,230 shares; 2025Q3: 347,397 shares 347,397 $13M 0.04% +164,167 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 68,651 shares; 2024Q3: 60,655 shares; 2024Q4: 58,204 shares; 2025Q1: 69,211 shares; 2025Q2: 63,132 shares; 2025Q3: 40,814 shares 40,814 $13M 0.04% -22,318 Timeline DUNK TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 506,279 shares 506,279 $12.9M 0.04% new Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 393,472 shares; 2024Q3: 454,759 shares; 2024Q4: 444,124 shares; 2025Q1: 518,918 shares; 2025Q2: 517,077 shares; 2025Q3: 527,398 shares 527,398 $12.8M 0.04% +10,321 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 292,563 shares; 2024Q3: 202,828 shares; 2024Q4: 98,362 shares; 2025Q1: 85,693 shares; 2025Q2: 85,340 shares; 2025Q3: 92,103 shares 92,103 $12.8M 0.04% +6,763 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 244,521 shares; 2024Q3: 230,462 shares; 2024Q4: 242,088 shares; 2025Q1: 253,377 shares; 2025Q2: 258,479 shares; 2025Q3: 261,122 shares 261,122 $12.8M 0.04% +2,643 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 211,693 shares; 2024Q3: 225,174 shares; 2024Q4: 249,443 shares; 2025Q1: 259,396 shares; 2025Q2: 432,992 shares; 2025Q3: 345,727 shares 345,727 $12.6M 0.04% -87,265 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 204,113 shares; 2024Q3: 227,268 shares; 2024Q4: 237,719 shares; 2025Q1: 252,611 shares; 2025Q2: 310,505 shares; 2025Q3: 530,406 shares 530,406 $12.6M 0.04% +219,901 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 46,210 shares; 2024Q3: 44,194 shares; 2024Q4: 78,948 shares; 2025Q1: 90,067 shares; 2025Q2: 85,930 shares; 2025Q3: 88,206 shares 88,206 $12.6M 0.04% +2,276 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 72,412 shares; 2024Q3: 136,205 shares; 2024Q4: 151,608 shares; 2025Q1: 840,932 shares; 2025Q2: 876,073 shares; 2025Q3: 882,205 shares 882,205 $12.5M 0.04% +6,132 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 712 shares; 2024Q3: 4,432 shares; 2024Q4: 8,445 shares; 2025Q1: 10,691 shares; 2025Q2: 12,678 shares; 2025Q3: 118,759 shares 118,759 $12.5M 0.04% +106,081 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 267,620 shares; 2024Q3: 168,590 shares; 2024Q4: 199,906 shares; 2025Q1: 163,052 shares; 2025Q2: 202,044 shares; 2025Q3: 182,651 shares 182,651 $12.4M 0.04% -19,393 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 40,490 shares; 2024Q3: 47,161 shares; 2024Q4: 75,785 shares; 2025Q1: 89,712 shares; 2025Q2: 79,759 shares; 2025Q3: 80,021 shares 80,021 $12.4M 0.04% +262 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 131,750 shares; 2024Q3: 130,882 shares; 2024Q4: 134,300 shares; 2025Q1: 143,414 shares; 2025Q2: 148,478 shares; 2025Q3: 146,513 shares 146,513 $12.4M 0.04% -1,965 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,664 shares; 2024Q3: 28,958 shares; 2024Q4: 45,004 shares; 2025Q1: 70,049 shares; 2025Q2: 87,937 shares; 2025Q3: 166,254 shares 166,254 $12.4M 0.04% +78,317 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 25,879 shares; 2024Q3: 47,579 shares; 2024Q4: 88,177 shares; 2025Q1: 146,513 shares; 2025Q2: 84,508 shares; 2025Q3: 346,205 shares 346,205 $12.4M 0.04% +261,697 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 205,655 shares; 2024Q3: 183,504 shares; 2024Q4: 171,744 shares; 2025Q1: 163,720 shares; 2025Q2: 182,217 shares; 2025Q3: 180,076 shares 180,076 $12.3M 0.04% -2,141 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 60,904 shares; 2024Q3: 52,382 shares; 2024Q4: 149,558 shares; 2025Q1: 335,034 shares; 2025Q2: 421,693 shares; 2025Q3: 1,414,830 shares 1,414,830 $12.3M 0.04% +993,137 Timeline SPBC SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 273,476 shares; 2025Q3: 274,163 shares 274,163 $12.3M 0.04% +687 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,693 shares; 2024Q3: 8,693 shares; 2024Q4: 26,586 shares; 2025Q1: 26,662 shares; 2025Q2: 26,918 shares; 2025Q3: 41,517 shares 41,517 $12.2M 0.04% +14,599 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 21,108 shares; 2024Q3: 19,594 shares; 2024Q4: 181,726 shares; 2025Q1: 190,920 shares; 2025Q2: 186,296 shares; 2025Q3: 173,970 shares 173,970 $12.2M 0.04% -12,326 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 286,804 shares; 2024Q3: 285,596 shares; 2024Q4: 278,684 shares; 2025Q1: 266,163 shares; 2025Q2: 264,455 shares; 2025Q3: 261,694 shares 261,694 $12.1M 0.04% -2,761 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,434,187 shares; 2024Q3: 1,183,417 shares; 2024Q4: 1,199,288 shares; 2025Q1: 1,300,410 shares; 2025Q2: 407,272 shares; 2025Q3: 356,329 shares 356,329 $12.1M 0.04% -50,943 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 179,609 shares; 2024Q3: 205,689 shares; 2024Q4: 258,740 shares; 2025Q1: 272,913 shares; 2025Q2: 275,091 shares; 2025Q3: 435,430 shares 435,430 $12M 0.04% +160,339 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,511 shares; 2024Q3: 2,812 shares; 2024Q4: 302 shares; 2025Q1: 8,602 shares; 2025Q2: 230,866 shares; 2025Q3: 322,687 shares 322,687 $12M 0.04% +91,821 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 99,478 shares; 2024Q3: 128,319 shares; 2024Q4: 133,363 shares; 2025Q1: 142,507 shares; 2025Q2: 153,866 shares; 2025Q3: 143,303 shares 143,303 $12M 0.04% -10,563 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 55,078 shares; 2024Q3: 56,105 shares; 2024Q4: 58,511 shares; 2025Q1: 59,209 shares; 2025Q2: 57,348 shares; 2025Q3: 57,022 shares 57,022 $11.9M 0.04% -326 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,283 shares; 2024Q3: 12,069 shares; 2024Q4: 12,962 shares; 2025Q1: 22,555 shares; 2025Q2: 17,824 shares; 2025Q3: 28,235 shares 28,235 $11.9M 0.04% +10,411 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 23,061 shares; 2024Q3: 21,942 shares; 2024Q4: 24,320 shares; 2025Q1: 24,411 shares; 2025Q2: 25,295 shares; 2025Q3: 25,889 shares 25,889 $11.8M 0.04% +594 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 114,301 shares; 2024Q3: 116,823 shares; 2024Q4: 130,494 shares; 2025Q1: 145,130 shares; 2025Q2: 148,204 shares; 2025Q3: 145,870 shares 145,870 $11.8M 0.04% -2,334 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 22,479 shares; 2024Q3: 38,969 shares; 2024Q4: 26,175 shares; 2025Q1: 88,357 shares; 2025Q2: 198,144 shares; 2025Q3: 336,861 shares 336,861 $11.8M 0.04% +138,717 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 342 shares; 2024Q3: 435 shares; 2024Q4: 475 shares; 2025Q1: 447 shares; 2025Q2: 717 shares; 2025Q3: 2,748 shares 2,748 $11.8M 0.04% +2,031 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,849 shares; 2024Q3: 7,884 shares; 2024Q4: 21,887 shares; 2025Q1: 10,503 shares; 2025Q2: 26,289 shares; 2025Q3: 83,724 shares 83,724 $11.8M 0.04% +57,435 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 118,269 shares; 2024Q4: 119,748 shares; 2025Q1: 228,694 shares; 2025Q2: 241,382 shares; 2025Q3: 300,572 shares 300,572 $11.7M 0.04% +59,190 Timeline CMDT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 335,427 shares; 2024Q3: 357,885 shares; 2024Q4: 369,662 shares; 2025Q1: 405,478 shares; 2025Q2: 412,350 shares; 2025Q3: 425,360 shares 425,360 $11.7M 0.04% +13,010 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 38,845 shares; 2024Q3: 40,876 shares; 2024Q4: 43,465 shares; 2025Q1: 44,433 shares; 2025Q2: 52,843 shares; 2025Q3: 67,939 shares 67,939 $11.6M 0.03% +15,096 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 52,608 shares; 2024Q3: 104,586 shares; 2024Q4: 139,179 shares; 2025Q1: 209,099 shares; 2025Q2: 254,372 shares; 2025Q3: 254,336 shares 254,336 $11.6M 0.03% -36 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 86,741 shares; 2024Q3: 89,460 shares; 2024Q4: 326,650 shares; 2025Q1: 502,686 shares; 2025Q2: 264,339 shares; 2025Q3: 242,310 shares 242,310 $11.6M 0.03% -22,029 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 179,574 shares; 2024Q3: 188,163 shares; 2024Q4: 170,720 shares; 2025Q1: 169,784 shares; 2025Q2: 183,615 shares; 2025Q3: 206,844 shares 206,844 $11.6M 0.03% +23,229 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,066 shares; 2024Q3: 2,174 shares; 2024Q4: 2,187 shares; 2025Q1: 2,988 shares; 2025Q2: 3,202 shares; 2025Q3: 284,499 shares 284,499 $11.5M 0.03% +281,297 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 54,496 shares; 2024Q3: 104,728 shares; 2024Q4: 138,665 shares; 2025Q1: 199,469 shares; 2025Q2: 246,556 shares; 2025Q3: 251,256 shares 251,256 $11.5M 0.03% +4,700 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 347,666 shares; 2024Q3: 300,142 shares; 2024Q4: 256,339 shares; 2025Q1: 281,545 shares; 2025Q2: 103,054 shares; 2025Q3: 120,424 shares 120,424 $11.5M 0.03% +17,370 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 80,817 shares; 2024Q3: 75,405 shares; 2024Q4: 71,309 shares; 2025Q1: 68,972 shares; 2025Q2: 82,659 shares; 2025Q3: 89,476 shares 89,476 $11.5M 0.03% +6,817 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,035 shares; 2024Q3: 15,441 shares; 2024Q4: 22,701 shares; 2025Q1: 25,778 shares; 2025Q2: 41,185 shares; 2025Q3: 70,925 shares 70,925 $11.4M 0.03% +29,740 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 119,780 shares; 2024Q3: 118,082 shares; 2024Q4: 111,099 shares; 2025Q1: 305,745 shares; 2025Q2: 298,116 shares; 2025Q3: 270,463 shares 270,463 $11.4M 0.03% -27,653 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14,493 shares; 2024Q3: 35,008 shares; 2024Q4: 36,902 shares; 2025Q1: 55,439 shares; 2025Q2: 147,768 shares; 2025Q3: 128,293 shares 128,293 $11.4M 0.03% -19,475 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 262 shares; 2024Q3: 1,665 shares; 2024Q4: 3,129 shares; 2025Q1: 4,559 shares; 2025Q2: 18,016 shares; 2025Q3: 33,487 shares 33,487 $11.3M 0.03% +15,471 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 40,658 shares; 2024Q3: 42,031 shares; 2024Q4: 43,212 shares; 2025Q1: 43,724 shares; 2025Q2: 47,799 shares; 2025Q3: 53,557 shares 53,557 $11.3M 0.03% +5,758 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,524 shares; 2024Q3: 3,648 shares; 2024Q4: 3,765 shares; 2025Q1: 10,565 shares; 2025Q2: 33,702 shares; 2025Q3: 54,715 shares 54,715 $11.2M 0.03% +21,013 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,580 shares; 2024Q3: 7,858 shares; 2024Q4: 9,335 shares; 2025Q1: 10,610 shares; 2025Q2: 33,619 shares; 2025Q3: 82,987 shares 82,987 $11.1M 0.03% +49,368 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,831 shares; 2025Q1: 9,350 shares; 2025Q2: 9,502 shares; 2025Q3: 9,546 shares 9,546 $11.1M 0.03% +44 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,764 shares; 2024Q3: 10,403 shares; 2024Q4: 10,426 shares; 2025Q1: 11,184 shares; 2025Q2: 11,417 shares; 2025Q3: 23,393 shares 23,393 $11.1M 0.03% +11,976 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 47,330 shares; 2024Q3: 49,738 shares; 2024Q4: 52,032 shares; 2025Q1: 66,118 shares; 2025Q2: 61,225 shares; 2025Q3: 53,129 shares 53,129 $11.1M 0.03% -8,096 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 100,880 shares; 2024Q3: 32,617 shares; 2024Q4: 30,887 shares; 2025Q1: 29,483 shares; 2025Q2: 35,285 shares; 2025Q3: 44,126 shares 44,126 $10.9M 0.03% +8,841 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 99,575 shares; 2024Q3: 116,924 shares; 2024Q4: 152,875 shares; 2025Q1: 151,798 shares; 2025Q2: 148,379 shares; 2025Q3: 131,270 shares 131,270 $10.9M 0.03% -17,109 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 66,806 shares; 2024Q3: 76,241 shares; 2024Q4: 40,683 shares; 2025Q1: 103,804 shares; 2025Q2: 79,369 shares; 2025Q3: 144,332 shares 144,332 $10.9M 0.03% +64,963 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 32,375 shares; 2024Q3: 33,366 shares; 2024Q4: 166,412 shares; 2025Q1: 192,452 shares; 2025Q2: 211,299 shares; 2025Q3: 217,774 shares 217,774 $10.9M 0.03% +6,475 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,716 shares; 2024Q3: 1,451 shares; 2024Q4: 8,591 shares; 2025Q1: 13,133 shares; 2025Q2: 20,126 shares; 2025Q3: 19,685 shares 19,685 $10.8M 0.03% -441 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 21,126 shares; 2024Q3: 22,983 shares; 2024Q4: 29,799 shares; 2025Q1: 30,352 shares; 2025Q2: 30,814 shares; 2025Q3: 32,335 shares 32,335 $10.7M 0.03% +1,521 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 25,929 shares; 2024Q3: 26,635 shares; 2024Q4: 29,450 shares; 2025Q1: 49,477 shares; 2025Q2: 54,941 shares; 2025Q3: 126,910 shares 126,910 $10.7M 0.03% +71,969 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,594 shares; 2024Q3: 11,236 shares; 2024Q4: 12,666 shares; 2025Q1: 18,109 shares; 2025Q2: 32,037 shares; 2025Q3: 57,011 shares 57,011 $10.7M 0.03% +24,974 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 140,337 shares; 2024Q3: 120,036 shares; 2024Q4: 162,247 shares; 2025Q1: 166,144 shares; 2025Q2: 163,282 shares; 2025Q3: 158,989 shares 158,989 $10.7M 0.03% -4,293 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 20,489 shares; 2024Q3: 18,336 shares; 2024Q4: 19,839 shares; 2025Q1: 23,275 shares; 2025Q2: 30,412 shares; 2025Q3: 43,456 shares 43,456 $10.7M 0.03% +13,044 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 18,625 shares; 2024Q3: 34,919 shares; 2024Q4: 64,989 shares; 2025Q1: 77,616 shares; 2025Q2: 173,157 shares; 2025Q3: 187,660 shares 187,660 $10.7M 0.03% +14,503 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 529,932 shares; 2024Q3: 545,321 shares; 2024Q4: 563,365 shares; 2025Q1: 570,258 shares; 2025Q2: 573,769 shares; 2025Q3: 561,842 shares 561,842 $10.6M 0.03% -11,927 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 75,493 shares; 2024Q3: 70,599 shares; 2024Q4: 67,704 shares; 2025Q1: 67,781 shares; 2025Q2: 66,640 shares; 2025Q3: 114,076 shares 114,076 $10.5M 0.03% +47,436 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,793 shares; 2024Q3: 16,207 shares; 2024Q4: 18,068 shares; 2025Q1: 36,035 shares; 2025Q2: 76,711 shares; 2025Q3: 110,375 shares 110,375 $10.5M 0.03% +33,664 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 120,560 shares; 2024Q3: 118,814 shares; 2024Q4: 359,985 shares; 2025Q1: 403,741 shares; 2025Q2: 401,205 shares; 2025Q3: 407,400 shares 407,400 $10.5M 0.03% +6,195 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,780 shares; 2024Q3: 1,782 shares; 2024Q4: 303,028 shares; 2025Q1: 303,273 shares; 2025Q2: 292,746 shares; 2025Q3: 276,048 shares 276,048 $10.5M 0.03% -16,698 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14,915 shares; 2024Q3: 14,364 shares; 2024Q4: 14,413 shares; 2025Q1: 15,180 shares; 2025Q2: 22,464 shares; 2025Q3: 58,540 shares 58,540 $10.4M 0.03% +36,076 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 49,006 shares; 2024Q3: 51,172 shares; 2024Q4: 43,311 shares; 2025Q1: 120,858 shares; 2025Q2: 47,050 shares; 2025Q3: 28,445 shares 28,445 $10.4M 0.03% -18,605 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 17,181 shares; 2024Q3: 19,111 shares; 2024Q4: 16,567 shares; 2025Q1: 18,670 shares; 2025Q2: 44,356 shares; 2025Q3: 123,275 shares 123,275 $10.4M 0.03% +78,919 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,110 shares; 2024Q3: 30,680 shares; 2024Q4: 23,580 shares; 2025Q1: 5,487 shares; 2025Q2: 74,106 shares; 2025Q3: 235,861 shares 235,861 $10.4M 0.03% +161,755 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 22,495 shares; 2024Q3: 20,440 shares; 2024Q4: 6,056 shares; 2025Q1: 9,155 shares; 2025Q2: 11,724 shares; 2025Q3: 11,248 shares 11,248 $10.4M 0.03% -476 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 26,197 shares; 2024Q3: 23,650 shares; 2024Q4: 180,546 shares; 2025Q1: 213,563 shares; 2025Q2: 205,455 shares; 2025Q3: 218,195 shares 218,195 $10.3M 0.03% +12,740 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 93,495 shares; 2024Q3: 102,703 shares; 2024Q4: 102,978 shares; 2025Q1: 115,460 shares; 2025Q2: 141,247 shares; 2025Q3: 164,518 shares 164,518 $10.3M 0.03% +23,271 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 24,957 shares; 2024Q4: 29,522 shares; 2025Q1: 52,453 shares; 2025Q2: 121,602 shares; 2025Q3: 146,398 shares 146,398 $10.3M 0.03% +24,796 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 34,822 shares; 2024Q3: 66,685 shares; 2024Q4: 124,224 shares; 2025Q1: 175,655 shares; 2025Q2: 153,472 shares; 2025Q3: 318,577 shares 318,577 $10.2M 0.03% +165,105 Timeline QVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 84,357 shares; 2024Q3: 176,245 shares; 2024Q4: 190,546 shares; 2025Q1: 224,482 shares; 2025Q2: 230,098 shares; 2025Q3: 219,709 shares 219,709 $10.2M 0.03% -10,389 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,540 shares; 2024Q3: 12,488 shares; 2024Q4: 13,257 shares; 2025Q1: 108,205 shares; 2025Q2: 119,533 shares; 2025Q3: 124,941 shares 124,941 $10.1M 0.03% +5,408 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14,810 shares; 2024Q3: 18,891 shares; 2024Q4: 25,528 shares; 2025Q1: 30,210 shares; 2025Q2: 46,371 shares; 2025Q3: 67,181 shares 67,181 $10.1M 0.03% +20,810 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 24,369 shares; 2024Q3: 28,358 shares; 2024Q4: 48,339 shares; 2025Q1: 79,217 shares; 2025Q2: 91,338 shares; 2025Q3: 101,301 shares 101,301 $10.1M 0.03% +9,963 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 169,274 shares; 2024Q3: 145,190 shares; 2024Q4: 232,168 shares; 2025Q1: 260,999 shares; 2025Q2: 260,133 shares; 2025Q3: 390,333 shares 390,333 $10.1M 0.03% +130,200 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 334,831 shares; 2024Q3: 477,225 shares; 2024Q4: 525,754 shares; 2025Q1: 572,230 shares; 2025Q2: 465,755 shares; 2025Q3: 389,100 shares 389,100 $9.96M 0.03% -76,655 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 428,302 shares; 2024Q3: 520,856 shares; 2024Q4: 508,763 shares; 2025Q1: 493,215 shares; 2025Q2: 439,721 shares; 2025Q3: 423,658 shares 423,658 $9.92M 0.03% -16,063 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,490 shares; 2024Q3: 15,464 shares; 2024Q4: 16,832 shares; 2025Q1: 15,752 shares; 2025Q2: 54,923 shares; 2025Q3: 82,309 shares 82,309 $9.88M 0.03% +27,386 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 295 shares; 2024Q3: not reported; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 171,518 shares 171,518 $9.82M 0.03% +171,483 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 21,203 shares; 2024Q3: 31,306 shares; 2024Q4: 35,300 shares; 2025Q1: 46,957 shares; 2025Q2: 132,441 shares; 2025Q3: 170,756 shares 170,756 $9.82M 0.03% +38,315 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 25,374 shares; 2024Q3: 23,222 shares; 2024Q4: 22,356 shares; 2025Q1: 22,521 shares; 2025Q2: 20,367 shares; 2025Q3: 75,626 shares 75,626 $9.75M 0.03% +55,259 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 159,568 shares; 2024Q3: 177,751 shares; 2024Q4: 201,043 shares; 2025Q1: 192,626 shares; 2025Q2: 204,395 shares; 2025Q3: 183,349 shares 183,349 $9.72M 0.03% -21,046 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,483 shares; 2024Q3: 8,675 shares; 2024Q4: 8,914 shares; 2025Q1: 19,981 shares; 2025Q2: 23,573 shares; 2025Q3: 23,003 shares 23,003 $9.71M 0.03% -570 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 115,121 shares; 2024Q3: 120,440 shares; 2024Q4: 125,319 shares; 2025Q1: 133,361 shares; 2025Q2: 132,754 shares; 2025Q3: 133,520 shares 133,520 $9.63M 0.03% +766 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 168,898 shares; 2024Q3: 178,379 shares; 2024Q4: 185,720 shares; 2025Q1: 93,165 shares; 2025Q2: 98,283 shares; 2025Q3: 101,371 shares 101,371 $9.61M 0.03% +3,088 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,391 shares; 2024Q3: 4,363 shares; 2024Q4: 6,082 shares; 2025Q1: 8,981 shares; 2025Q2: 6,460 shares; 2025Q3: 20,520 shares 20,520 $9.6M 0.03% +14,060 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,714 shares; 2024Q3: 6,072 shares; 2024Q4: 1,636 shares; 2025Q1: 7,155 shares; 2025Q2: 42,097 shares; 2025Q3: 79,088 shares 79,088 $9.57M 0.03% +36,991 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 61,452 shares; 2024Q3: 67,355 shares; 2024Q4: 65,796 shares; 2025Q1: 68,905 shares; 2025Q2: 72,242 shares; 2025Q3: 68,410 shares 68,410 $9.55M 0.03% -3,832 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 56,871 shares; 2024Q3: 56,964 shares; 2024Q4: 63,823 shares; 2025Q1: 70,524 shares; 2025Q2: 92,116 shares; 2025Q3: 150,805 shares 150,805 $9.55M 0.03% +58,689 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 20,693 shares; 2024Q3: 22,378 shares; 2024Q4: 14,258 shares; 2025Q1: 14,662 shares; 2025Q2: 14,741 shares; 2025Q3: 16,026 shares 16,026 $9.55M 0.03% +1,285 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 101,204 shares; 2024Q3: 120,377 shares; 2024Q4: 124,944 shares; 2025Q1: 253,835 shares; 2025Q2: 150,310 shares; 2025Q3: 138,954 shares 138,954 $9.54M 0.03% -11,356 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 259,548 shares; 2025Q3: 261,301 shares 261,301 $9.52M 0.03% +1,753 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,364 shares; 2024Q3: 53,061 shares; 2024Q4: 89,045 shares; 2025Q1: 161,445 shares; 2025Q2: 206,666 shares; 2025Q3: 220,291 shares 220,291 $9.49M 0.03% +13,625 Timeline AVDS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 98,420 shares; 2025Q2: 114,778 shares; 2025Q3: 140,193 shares 140,193 $9.47M 0.03% +25,415 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 27,554 shares; 2024Q3: 29,651 shares; 2024Q4: 31,772 shares; 2025Q1: 32,112 shares; 2025Q2: 30,197 shares; 2025Q3: 33,879 shares 33,879 $9.46M 0.03% +3,682 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 23,034 shares; 2024Q3: 23,159 shares; 2024Q4: 22,498 shares; 2025Q1: 30,811 shares; 2025Q2: 36,941 shares; 2025Q3: 47,521 shares 47,521 $9.42M 0.03% +10,580 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,366 shares; 2024Q3: 6,182 shares; 2024Q4: 9,373 shares; 2025Q1: 12,528 shares; 2025Q2: 8,004 shares; 2025Q3: 266,406 shares 266,406 $9.41M 0.03% +258,402 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 127,755 shares; 2024Q3: 122,309 shares; 2024Q4: 114,661 shares; 2025Q1: 113,995 shares; 2025Q2: 115,017 shares; 2025Q3: 114,255 shares 114,255 $9.38M 0.03% -762 Timeline GDE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 162,436 shares 162,436 $9.32M 0.03% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,258 shares; 2024Q3: 4,243 shares; 2024Q4: 5,545 shares; 2025Q1: 5,567 shares; 2025Q2: 8,299 shares; 2025Q3: 14,325 shares 14,325 $9.3M 0.03% +6,026 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,255 shares; 2024Q3: 8,198 shares; 2024Q4: 6,229 shares; 2025Q1: 6,888 shares; 2025Q2: 18,163 shares; 2025Q3: 45,483 shares 45,483 $9.23M 0.03% +27,320 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,350 shares; 2024Q3: 7,164 shares; 2024Q4: 12,683 shares; 2025Q1: 26,061 shares; 2025Q2: 17,725 shares; 2025Q3: 37,418 shares 37,418 $9.21M 0.03% +19,693 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,270 shares; 2024Q3: 6,602 shares; 2024Q4: 8,379 shares; 2025Q1: 16,047 shares; 2025Q2: 59,232 shares; 2025Q3: 66,595 shares 66,595 $9.2M 0.03% +7,363 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 667 shares; 2024Q3: 58,697 shares; 2024Q4: 96,776 shares; 2025Q1: 166,306 shares; 2025Q2: 220,256 shares; 2025Q3: 239,633 shares 239,633 $9.19M 0.03% +19,377 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 76,072 shares; 2024Q3: 74,943 shares; 2024Q4: 76,102 shares; 2025Q1: 137,685 shares; 2025Q2: 150,855 shares; 2025Q3: 150,660 shares 150,660 $9.16M 0.03% -195 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 199,818 shares; 2024Q3: 189,688 shares; 2024Q4: 178,439 shares; 2025Q1: 183,445 shares; 2025Q2: 185,416 shares; 2025Q3: 179,580 shares 179,580 $9.14M 0.03% -5,836 Timeline