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: restricted; 2024Q3: 34,647,971 shares; 2024Q4: 33,534,071 shares; 2025Q1: 35,694,204 shares; 2025Q2: 28,368,848 shares; 2025Q3: 28,570,831 shares 28,570,831 $19.1B 5.5% +201,983 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: restricted; 2024Q3: 66,198,395 shares; 2024Q4: 65,042,782 shares; 2025Q1: 68,717,930 shares; 2025Q2: 71,238,406 shares; 2025Q3: 111,018,724 shares 111,018,724 $6.57B 1.89% +39,780,318 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: restricted; 2024Q3: 159,010,384 shares; 2024Q4: 141,114,590 shares; 2025Q1: 142,166,292 shares; 2025Q2: 135,102,602 shares; 2025Q3: 123,224,571 shares 123,224,571 $5.76B 1.66% -11,878,031 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: restricted; 2024Q3: 10,084,597 shares; 2024Q4: 10,318,112 shares; 2025Q1: 10,552,235 shares; 2025Q2: 11,022,345 shares; 2025Q3: 11,030,769 shares 11,030,769 $5.71B 1.64% +8,424 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: restricted; 2024Q3: 46,491,725 shares; 2024Q4: 45,729,472 shares; 2025Q1: 48,079,544 shares; 2025Q2: 45,376,880 shares; 2025Q3: 45,556,746 shares 45,556,746 $5.5B 1.58% +179,866 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: restricted; 2024Q3: 12,766,534 shares; 2024Q4: 12,302,689 shares; 2025Q1: 11,779,902 shares; 2025Q2: 11,926,171 shares; 2025Q3: 8,793,364 shares 8,793,364 $5.38B 1.55% -3,132,807 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: restricted; 2024Q3: 28,545,236 shares; 2024Q4: 29,141,751 shares; 2025Q1: 31,853,469 shares; 2025Q2: 32,478,050 shares; 2025Q3: 26,102,345 shares 26,102,345 $5.08B 1.46% -6,375,705 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: restricted; 2024Q3: 96,488,801 shares; 2024Q4: 98,087,890 shares; 2025Q1: 98,747,918 shares; 2025Q2: 99,706,551 shares; 2025Q3: 82,836,571 shares 82,836,571 $4.96B 1.43% -16,869,980 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: restricted; 2024Q3: 25,604,861 shares; 2024Q4: 28,134,631 shares; 2025Q1: 39,355,640 shares; 2025Q2: 61,140,388 shares; 2025Q3: 70,130,248 shares 70,130,248 $4.62B 1.33% +8,989,860 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: restricted; 2024Q3: 12,941,985 shares; 2024Q4: 13,435,769 shares; 2025Q1: 18,643,646 shares; 2025Q2: 20,983,503 shares; 2025Q3: 22,121,389 shares 22,121,389 $4.57B 1.31% +1,137,886 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: restricted; 2024Q3: 20,572,333 shares; 2024Q4: 20,508,958 shares; 2025Q1: 20,994,899 shares; 2025Q2: 21,961,065 shares; 2025Q3: 22,223,464 shares 22,223,464 $4.15B 1.19% +262,399 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: restricted; 2024Q3: 53,995,134 shares; 2024Q4: 58,027,852 shares; 2025Q1: 46,748,889 shares; 2025Q2: 70,125,413 shares; 2025Q3: 60,469,172 shares 60,469,172 $4.1B 1.18% -9,656,241 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: restricted; 2024Q3: 19,794,710 shares; 2024Q4: 20,106,381 shares; 2025Q1: 20,213,786 shares; 2025Q2: 20,792,247 shares; 2025Q3: 21,895,965 shares 21,895,965 $4.08B 1.17% +1,103,718 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: restricted; 2024Q3: 8,274,945 shares; 2024Q4: 8,197,699 shares; 2025Q1: 8,048,032 shares; 2025Q2: 8,127,139 shares; 2025Q3: 8,318,538 shares 8,318,538 $3.99B 1.15% +191,399 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: restricted; 2024Q3: 633,190 shares; 2024Q4: 684,408 shares; 2025Q1: 4,102,712 shares; 2025Q2: 5,889,620 shares; 2025Q3: 10,736,206 shares 10,736,206 $3.57B 1.03% +4,846,586 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: restricted; 2024Q3: 48,879,111 shares; 2024Q4: 51,597,816 shares; 2025Q1: 48,489,412 shares; 2025Q2: 54,218,326 shares; 2025Q3: 35,061,214 shares 35,061,214 $3.51B 1.01% -19,157,112 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: restricted; 2024Q3: 38,779,691 shares; 2024Q4: 37,639,410 shares; 2025Q1: 36,560,015 shares; 2025Q2: 40,235,704 shares; 2025Q3: 39,090,069 shares 39,090,069 $3.41B 0.98% -1,145,635 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: restricted; 2024Q3: 12,837,372 shares; 2024Q4: 13,054,043 shares; 2025Q1: 12,566,629 shares; 2025Q2: 12,733,860 shares; 2025Q3: 12,378,348 shares 12,378,348 $3.15B 0.91% -355,512 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: restricted; 2024Q3: 12,555,144 shares; 2024Q4: 12,393,652 shares; 2025Q1: 12,615,179 shares; 2025Q2: 13,082,040 shares; 2025Q3: 12,879,127 shares 12,879,127 $2.83B 0.81% -202,913 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: restricted; 2024Q3: 27,433,729 shares; 2024Q4: 28,770,337 shares; 2025Q1: 26,613,643 shares; 2025Q2: 26,767,449 shares; 2025Q3: 27,494,519 shares 27,494,519 $2.62B 0.75% +727,070 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: restricted; 2024Q3: 3,445,622 shares; 2024Q4: 3,346,079 shares; 2025Q1: 14,346,414 shares; 2025Q2: 19,217,499 shares; 2025Q3: 24,840,459 shares 24,840,459 $2.56B 0.74% +5,622,960 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: restricted; 2024Q3: 5,225,928 shares; 2024Q4: 5,383,487 shares; 2025Q1: 5,214,745 shares; 2025Q2: 5,285,390 shares; 2025Q3: 5,171,141 shares 5,171,141 $2.42B 0.7% -114,249 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: restricted; 2024Q3: 25,694,310 shares; 2024Q4: 28,411,017 shares; 2025Q1: 34,056,217 shares; 2025Q2: 34,572,306 shares; 2025Q3: 34,554,428 shares 34,554,428 $2.26B 0.65% -17,878 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: restricted; 2024Q3: 6,772,291 shares; 2024Q4: 6,638,629 shares; 2025Q1: 6,862,206 shares; 2025Q2: 7,096,314 shares; 2025Q3: 6,769,686 shares 6,769,686 $2.23B 0.64% -326,628 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: restricted; 2024Q3: 7,016,298 shares; 2024Q4: 7,083,363 shares; 2025Q1: 7,077,702 shares; 2025Q2: 7,280,489 shares; 2025Q3: 7,078,742 shares 7,078,742 $2.23B 0.64% -201,747 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: restricted; 2024Q3: 58,130,850 shares; 2024Q4: 60,174,949 shares; 2025Q1: 60,187,645 shares; 2025Q2: 61,993,523 shares; 2025Q3: 44,832,761 shares 44,832,761 $2.22B 0.64% -17,160,762 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: restricted; 2024Q3: 2,214,365 shares; 2024Q4: 2,376,154 shares; 2025Q1: 2,553,713 shares; 2025Q2: 2,880,603 shares; 2025Q3: 3,015,736 shares 3,015,736 $2.21B 0.64% +135,133 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,667,204 shares; 2024Q4: 56,123,893 shares; 2025Q1: 53,846,993 shares; 2025Q2: 54,699,168 shares; 2025Q3: 27,978,604 shares 27,978,604 $2.21B 0.64% -26,720,564 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: restricted; 2024Q3: 10,938,669 shares; 2024Q4: 42,485,323 shares; 2025Q1: 48,260,555 shares; 2025Q2: 55,240,546 shares; 2025Q3: 61,891,690 shares 61,891,690 $1.97B 0.57% +6,651,144 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,921,978 shares; 2024Q4: 42,425,421 shares; 2025Q1: 43,805,548 shares; 2025Q2: 44,048,578 shares; 2025Q3: 36,359,690 shares 36,359,690 $1.97B 0.57% -7,688,888 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,973,766 shares; 2025Q3: 56,450,098 shares 56,450,098 $1.93B 0.55% +34,476,332 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: restricted; 2024Q3: 6,325,784 shares; 2024Q4: 6,407,337 shares; 2025Q1: 6,033,670 shares; 2025Q2: 5,922,093 shares; 2025Q3: 5,799,986 shares 5,799,986 $1.9B 0.55% -122,107 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,906,729 shares; 2025Q2: 47,621,954 shares; 2025Q3: 49,958,792 shares 49,958,792 $1.89B 0.54% +2,336,838 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: restricted; 2024Q3: 7,569,058 shares; 2024Q4: 7,653,767 shares; 2025Q1: 7,448,763 shares; 2025Q2: 7,601,275 shares; 2025Q3: 7,486,858 shares 7,486,858 $1.85B 0.53% -114,417 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: restricted; 2024Q3: 6,563,283 shares; 2024Q4: 6,699,712 shares; 2025Q1: 6,794,160 shares; 2025Q2: 6,841,413 shares; 2025Q3: 7,463,936 shares 7,463,936 $1.81B 0.52% +622,523 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: restricted; 2024Q3: 3,153,867 shares; 2024Q4: 2,968,980 shares; 2025Q1: 2,931,694 shares; 2025Q2: 2,922,301 shares; 2025Q3: 2,986,326 shares 2,986,326 $1.79B 0.52% +64,025 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: restricted; 2024Q3: 67,988,838 shares; 2024Q4: 71,528,583 shares; 2025Q1: 74,117,889 shares; 2025Q2: 74,588,153 shares; 2025Q3: 76,659,922 shares 76,659,922 $1.77B 0.51% +2,071,769 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: restricted; 2024Q3: 17,767,487 shares; 2024Q4: 18,162,200 shares; 2025Q1: 17,810,343 shares; 2025Q2: 16,819,881 shares; 2025Q3: 14,749,090 shares 14,749,090 $1.75B 0.5% -2,070,791 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: restricted; 2024Q3: 2,748,725 shares; 2024Q4: 2,732,956 shares; 2025Q1: 2,568,893 shares; 2025Q2: 2,682,046 shares; 2025Q3: 2,617,890 shares 2,617,890 $1.74B 0.5% -64,156 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,991,524 shares; 2024Q4: 20,355,438 shares; 2025Q1: 20,251,385 shares; 2025Q2: 20,910,927 shares; 2025Q3: 21,594,592 shares 21,594,592 $1.61B 0.46% +683,665 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: restricted; 2024Q3: 7,956,886 shares; 2024Q4: 12,608,593 shares; 2025Q1: 11,545,598 shares; 2025Q2: 12,639,702 shares; 2025Q3: 6,193,973 shares 6,193,973 $1.59B 0.46% -6,445,729 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,910,184 shares; 2024Q4: 16,853,798 shares; 2025Q1: 18,092,410 shares; 2025Q2: 18,569,598 shares; 2025Q3: 19,586,319 shares 19,586,319 $1.53B 0.44% +1,016,721 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: restricted; 2024Q3: 4,259,841 shares; 2024Q4: 4,682,078 shares; 2025Q1: 4,466,294 shares; 2025Q2: 4,454,855 shares; 2025Q3: 4,183,653 shares 4,183,653 $1.53B 0.44% -271,202 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: restricted; 2024Q3: 19,219,598 shares; 2024Q4: 20,358,585 shares; 2025Q1: 19,466,369 shares; 2025Q2: 20,357,173 shares; 2025Q3: 14,278,109 shares 14,278,109 $1.52B 0.44% -6,079,064 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: restricted; 2024Q3: 6,388,874 shares; 2024Q4: 6,386,262 shares; 2025Q1: 6,439,153 shares; 2025Q2: 6,212,496 shares; 2025Q3: 6,225,962 shares 6,225,962 $1.52B 0.44% +13,466 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: restricted; 2024Q3: 3,583,931 shares; 2024Q4: 10,778,652 shares; 2025Q1: 17,575,718 shares; 2025Q2: 13,896,829 shares; 2025Q3: 20,520,705 shares 20,520,705 $1.49B 0.43% +6,623,876 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: restricted; 2024Q3: 5,272,969 shares; 2024Q4: 5,425,319 shares; 2025Q1: 5,062,911 shares; 2025Q2: 5,534,255 shares; 2025Q3: 5,284,324 shares 5,284,324 $1.49B 0.43% -249,931 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: restricted; 2024Q3: 20,570,831 shares; 2024Q4: 21,672,617 shares; 2025Q1: 21,797,646 shares; 2025Q2: 22,834,324 shares; 2025Q3: 27,211,312 shares 27,211,312 $1.45B 0.42% +4,376,988 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: restricted; 2024Q3: 4,203,361 shares; 2024Q4: 4,135,855 shares; 2025Q1: 4,158,933 shares; 2025Q2: 4,321,111 shares; 2025Q3: 4,214,510 shares 4,214,510 $1.44B 0.41% -106,601 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: restricted; 2024Q3: 6,477,112 shares; 2024Q4: 7,877,198 shares; 2025Q1: 6,542,115 shares; 2025Q2: 6,599,784 shares; 2025Q3: 6,693,245 shares 6,693,245 $1.36B 0.39% +93,461 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: restricted; 2024Q3: 11,289,218 shares; 2024Q4: 12,924,595 shares; 2025Q1: 14,260,404 shares; 2025Q2: 15,884,712 shares; 2025Q3: 16,868,988 shares 16,868,988 $1.32B 0.38% +984,276 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,456,217 shares 49,456,217 $1.25B 0.36% new 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: restricted; 2024Q3: 12,762,720 shares; 2024Q4: 12,217,969 shares; 2025Q1: 12,398,140 shares; 2025Q2: 12,444,874 shares; 2025Q3: 12,820,353 shares 12,820,353 $1.24B 0.36% +375,479 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: restricted; 2024Q3: 4,978,630 shares; 2024Q4: 4,963,812 shares; 2025Q1: 5,059,568 shares; 2025Q2: 5,377,307 shares; 2025Q3: 5,298,752 shares 5,298,752 $1.23B 0.35% -78,555 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: restricted; 2024Q3: 17,063,862 shares; 2024Q4: 22,207,028 shares; 2025Q1: 23,160,119 shares; 2025Q2: 18,341,828 shares; 2025Q3: 22,039,582 shares 22,039,582 $1.19B 0.34% +3,697,754 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: restricted; 2024Q3: 1,995,980 shares; 2024Q4: 2,049,991 shares; 2025Q1: 2,022,845 shares; 2025Q2: 2,044,613 shares; 2025Q3: 2,031,235 shares 2,031,235 $1.16B 0.33% -13,378 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: restricted; 2024Q3: 6,078,284 shares; 2024Q4: 16,832,670 shares; 2025Q1: 5,757,808 shares; 2025Q2: 10,227,943 shares; 2025Q3: 10,982,338 shares 10,982,338 $1.15B 0.33% +754,395 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: restricted; 2024Q3: 760,307 shares; 2024Q4: 772,245 shares; 2025Q1: 764,746 shares; 2025Q2: 21,033,179 shares; 2025Q3: 22,186,405 shares 22,186,405 $1.14B 0.33% +1,153,226 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: restricted; 2024Q3: 5,208,731 shares; 2024Q4: 5,260,755 shares; 2025Q1: 4,960,666 shares; 2025Q2: 5,176,056 shares; 2025Q3: 4,308,811 shares 4,308,811 $1.1B 0.32% -867,245 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: restricted; 2024Q3: 3,867,403 shares; 2024Q4: 3,779,426 shares; 2025Q1: 3,727,316 shares; 2025Q2: 3,860,621 shares; 2025Q3: 3,842,516 shares 3,842,516 $1.07B 0.31% -18,105 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,875,748 shares; 2024Q4: 19,859,857 shares; 2025Q1: 20,860,251 shares; 2025Q2: 21,081,488 shares; 2025Q3: 22,220,955 shares 22,220,955 $1.04B 0.3% +1,139,467 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: restricted; 2024Q3: 2,598,689 shares; 2024Q4: 2,601,197 shares; 2025Q1: 2,577,862 shares; 2025Q2: 2,605,695 shares; 2025Q3: 2,497,018 shares 2,497,018 $1.01B 0.29% -108,677 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: restricted; 2024Q3: 290,919 shares; 2024Q4: 161,306 shares; 2025Q1: 227,195 shares; 2025Q2: 269,436 shares; 2025Q3: 4,780,198 shares 4,780,198 $1B 0.29% +4,510,762 Timeline IXUS 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: restricted; 2024Q3: 11,375,434 shares; 2024Q4: 11,037,899 shares; 2025Q1: 11,402,466 shares; 2025Q2: 11,530,677 shares; 2025Q3: 12,065,085 shares 12,065,085 $996M 0.29% +534,408 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: restricted; 2024Q3: 3,910,883 shares; 2024Q4: 3,980,801 shares; 2025Q1: 3,786,402 shares; 2025Q2: 3,666,737 shares; 2025Q3: 3,473,540 shares 3,473,540 $977M 0.28% -193,197 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: restricted; 2024Q3: 5,600,995 shares; 2024Q4: 5,537,859 shares; 2025Q1: 5,719,832 shares; 2025Q2: 6,024,901 shares; 2025Q3: 6,009,976 shares 6,009,976 $975M 0.28% -14,925 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: restricted; 2024Q3: 4,414,294 shares; 2024Q4: 4,542,668 shares; 2025Q1: 4,711,203 shares; 2025Q2: 4,920,548 shares; 2025Q3: 5,135,378 shares 5,135,378 $952M 0.27% +214,830 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,687,920 shares; 2024Q4: 12,441,703 shares; 2025Q1: 12,632,241 shares; 2025Q2: 12,554,381 shares; 2025Q3: 12,216,981 shares 12,216,981 $897M 0.26% -337,400 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: restricted; 2024Q3: 908,667 shares; 2024Q4: 950,336 shares; 2025Q1: 1,112,001 shares; 2025Q2: 1,212,832 shares; 2025Q3: 1,166,260 shares 1,166,260 $890M 0.26% -46,572 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: restricted; 2024Q3: 10,340,883 shares; 2024Q4: 10,405,350 shares; 2025Q1: 11,516,340 shares; 2025Q2: 10,086,376 shares; 2025Q3: 10,372,500 shares 10,372,500 $872M 0.25% +286,124 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,996,969 shares; 2024Q4: 16,813,228 shares; 2025Q1: 17,968,633 shares; 2025Q2: 19,080,126 shares; 2025Q3: 20,578,086 shares 20,578,086 $839M 0.24% +1,497,960 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: restricted; 2024Q3: 2,811,380 shares; 2024Q4: 2,779,891 shares; 2025Q1: 3,183,217 shares; 2025Q2: 3,210,842 shares; 2025Q3: 2,848,093 shares 2,848,093 $837M 0.24% -362,749 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: restricted; 2024Q3: 4,602,429 shares; 2024Q4: 4,405,778 shares; 2025Q1: 5,273,154 shares; 2025Q2: 8,497,100 shares; 2025Q3: 6,719,634 shares 6,719,634 $795M 0.23% -1,777,466 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,773,463 shares; 2024Q4: 1,746,327 shares; 2025Q1: 1,656,598 shares; 2025Q2: 11,012,886 shares; 2025Q3: 10,903,214 shares 10,903,214 $788M 0.23% -109,672 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: restricted; 2024Q3: 13,800,033 shares; 2024Q4: 14,915,520 shares; 2025Q1: 15,030,769 shares; 2025Q2: 17,514,256 shares; 2025Q3: 10,453,511 shares 10,453,511 $785M 0.23% -7,060,745 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: restricted; 2024Q3: 1,637,656 shares; 2024Q4: 1,621,098 shares; 2025Q1: 1,929,629 shares; 2025Q2: 1,990,778 shares; 2025Q3: 5,397,376 shares 5,397,376 $769M 0.22% +3,406,598 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: restricted; 2024Q3: 4,543,242 shares; 2024Q4: 4,667,101 shares; 2025Q1: 4,771,285 shares; 2025Q2: 4,501,915 shares; 2025Q3: 4,891,609 shares 4,891,609 $760M 0.22% +389,694 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,201,301 shares; 2024Q4: 9,109,069 shares; 2025Q1: 9,499,048 shares; 2025Q2: 10,051,576 shares; 2025Q3: 10,672,022 shares 10,672,022 $756M 0.22% +620,446 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: restricted; 2024Q3: 4,652,359 shares; 2024Q4: 4,770,917 shares; 2025Q1: 5,637,231 shares; 2025Q2: 5,814,931 shares; 2025Q3: 5,645,123 shares 5,645,123 $756M 0.22% -169,808 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: restricted; 2024Q3: 4,506,587 shares; 2024Q4: 5,014,009 shares; 2025Q1: 5,673,208 shares; 2025Q2: 5,883,759 shares; 2025Q3: 6,034,166 shares 6,034,166 $747M 0.21% +150,407 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,726,003 shares 29,726,003 $743M 0.21% new 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: restricted; 2024Q3: 9,799,885 shares; 2024Q4: 11,136,141 shares; 2025Q1: 15,207,625 shares; 2025Q2: 16,720,692 shares; 2025Q3: 17,388,906 shares 17,388,906 $731M 0.21% +668,214 Timeline DGRO 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: restricted; 2024Q3: 11,463,441 shares; 2024Q4: 10,660,671 shares; 2025Q1: 9,507,635 shares; 2025Q2: 13,535,976 shares; 2025Q3: 10,559,997 shares 10,559,997 $719M 0.21% -2,975,979 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: restricted; 2024Q3: 10,608,561 shares; 2024Q4: 9,304,987 shares; 2025Q1: 9,815,725 shares; 2025Q2: 10,115,902 shares; 2025Q3: 9,922,978 shares 9,922,978 $708M 0.2% -192,924 Timeline IQLT 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: restricted; 2024Q3: 17,846,928 shares; 2024Q4: 17,508,679 shares; 2025Q1: 18,574,254 shares; 2025Q2: 18,834,601 shares; 2025Q3: 15,750,605 shares 15,750,605 $696M 0.2% -3,083,996 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: restricted; 2024Q3: 672,985 shares; 2024Q4: 651,944 shares; 2025Q1: 601,454 shares; 2025Q2: 582,400 shares; 2025Q3: 564,672 shares 564,672 $677M 0.19% -17,728 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: restricted; 2024Q3: 5,907,024 shares; 2024Q4: 5,921,640 shares; 2025Q1: 6,474,961 shares; 2025Q2: 5,805,498 shares; 2025Q3: 4,741,355 shares 4,741,355 $660M 0.19% -1,064,143 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: restricted; 2024Q3: 8,246,758 shares; 2024Q4: 8,429,241 shares; 2025Q1: 9,119,411 shares; 2025Q2: 9,447,744 shares; 2025Q3: 9,409,980 shares 9,409,980 $644M 0.19% -37,764 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: restricted; 2024Q3: 971,449 shares; 2024Q4: 970,077 shares; 2025Q1: 922,292 shares; 2025Q2: 921,569 shares; 2025Q3: 936,227 shares 936,227 $639M 0.18% +14,658 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: restricted; 2024Q3: 2,596,242 shares; 2024Q4: 2,670,634 shares; 2025Q1: 2,474,104 shares; 2025Q2: 2,256,624 shares; 2025Q3: 2,653,639 shares 2,653,639 $636M 0.18% +397,015 Timeline LQD 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: restricted; 2024Q3: 3,776,906 shares; 2024Q4: 4,404,491 shares; 2025Q1: 4,619,666 shares; 2025Q2: 4,908,920 shares; 2025Q3: 5,703,391 shares 5,703,391 $636M 0.18% +794,471 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: restricted; 2024Q3: not reported; 2024Q4: 558,706 shares; 2025Q1: 530,815 shares; 2025Q2: 562,365 shares; 2025Q3: 540,397 shares 540,397 $630M 0.18% -21,968 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 698,150 shares; 2024Q4: 676,402 shares; 2025Q1: 795,233 shares; 2025Q2: 812,640 shares; 2025Q3: 817,094 shares 817,094 $619M 0.18% +4,454 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: restricted; 2024Q3: 4,731,608 shares; 2024Q4: 5,031,675 shares; 2025Q1: 5,533,331 shares; 2025Q2: 5,852,320 shares; 2025Q3: 5,408,799 shares 5,408,799 $610M 0.18% -443,521 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: restricted; 2024Q3: 2,224,203 shares; 2024Q4: 2,322,350 shares; 2025Q1: 2,429,382 shares; 2025Q2: 4,389,579 shares; 2025Q3: 4,156,774 shares 4,156,774 $605M 0.17% -232,805 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: restricted; 2024Q3: 3,081,438 shares; 2024Q4: 2,935,926 shares; 2025Q1: 2,735,826 shares; 2025Q2: 2,933,498 shares; 2025Q3: 2,888,061 shares 2,888,061 $605M 0.17% -45,437 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: restricted; 2024Q3: 8,550,980 shares; 2024Q4: 7,426,542 shares; 2025Q1: 6,239,396 shares; 2025Q2: 6,415,811 shares; 2025Q3: 6,423,774 shares 6,423,774 $600M 0.17% +7,963 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: restricted; 2024Q3: 15,658,947 shares; 2024Q4: 15,956,950 shares; 2025Q1: 7,067,239 shares; 2025Q2: 6,129,729 shares; 2025Q3: 6,657,532 shares 6,657,532 $595M 0.17% +527,803 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: restricted; 2024Q3: 4,206,740 shares; 2024Q4: 4,411,105 shares; 2025Q1: 4,599,418 shares; 2025Q2: 5,252,441 shares; 2025Q3: 5,808,875 shares 5,808,875 $581M 0.17% +556,434 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: restricted; 2024Q3: 1,225,426 shares; 2024Q4: 1,282,951 shares; 2025Q1: 1,225,641 shares; 2025Q2: 1,178,937 shares; 2025Q3: 1,144,904 shares 1,144,904 $576M 0.17% -34,033 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: restricted; 2024Q3: 11,447,629 shares; 2024Q4: 11,394,590 shares; 2025Q1: 12,464,550 shares; 2025Q2: 13,026,986 shares; 2025Q3: 12,992,868 shares 12,992,868 $571M 0.16% -34,118 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: restricted; 2024Q3: 3,777,643 shares; 2024Q4: 3,904,605 shares; 2025Q1: 3,746,683 shares; 2025Q2: 3,878,478 shares; 2025Q3: 3,919,773 shares 3,919,773 $567M 0.16% +41,295 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: restricted; 2024Q3: 562,988 shares; 2024Q4: 581,395 shares; 2025Q1: 596,414 shares; 2025Q2: 620,982 shares; 2025Q3: 607,350 shares 607,350 $562M 0.16% -13,632 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: restricted; 2024Q3: 5,357,722 shares; 2024Q4: 5,429,817 shares; 2025Q1: 5,781,015 shares; 2025Q2: 6,189,664 shares; 2025Q3: 5,757,531 shares 5,757,531 $550M 0.16% -432,133 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: restricted; 2024Q3: 1,105,293 shares; 2024Q4: 1,210,664 shares; 2025Q1: 1,267,853 shares; 2025Q2: 1,155,908 shares; 2025Q3: 1,234,200 shares 1,234,200 $549M 0.16% +78,292 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: restricted; 2024Q3: 2,191,037 shares; 2024Q4: 2,139,887 shares; 2025Q1: 2,239,866 shares; 2025Q2: 1,667,395 shares; 2025Q3: 1,587,826 shares 1,587,826 $548M 0.16% -79,569 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: restricted; 2024Q3: 648,882 shares; 2024Q4: 590,143 shares; 2025Q1: 563,053 shares; 2025Q2: 593,884 shares; 2025Q3: 592,046 shares 592,046 $545M 0.16% -1,838 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: restricted; 2024Q3: 6,310,402 shares; 2024Q4: 6,072,264 shares; 2025Q1: 5,520,859 shares; 2025Q2: 5,431,749 shares; 2025Q3: 5,279,678 shares 5,279,678 $544M 0.16% -152,071 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: restricted; 2024Q3: 4,155,149 shares; 2024Q4: 4,387,426 shares; 2025Q1: 5,269,066 shares; 2025Q2: 5,421,889 shares; 2025Q3: 5,694,827 shares 5,694,827 $542M 0.16% +272,938 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: restricted; 2024Q3: 6,352,398 shares; 2024Q4: 6,836,665 shares; 2025Q1: 7,611,329 shares; 2025Q2: 8,939,325 shares; 2025Q3: 9,432,964 shares 9,432,964 $539M 0.15% +493,639 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: restricted; 2024Q3: 7,267,494 shares; 2024Q4: 8,142,250 shares; 2025Q1: 7,869,332 shares; 2025Q2: 7,724,724 shares; 2025Q3: 6,730,334 shares 6,730,334 $538M 0.15% -994,390 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: restricted; 2024Q3: 6,318,094 shares; 2024Q4: 6,924,105 shares; 2025Q1: 8,099,224 shares; 2025Q2: 10,446,012 shares; 2025Q3: 12,051,258 shares 12,051,258 $529M 0.15% +1,605,246 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: restricted; 2024Q3: 3,417,717 shares; 2024Q4: 3,405,264 shares; 2025Q1: 3,271,589 shares; 2025Q2: 3,240,721 shares; 2025Q3: 3,111,192 shares 3,111,192 $521M 0.15% -129,529 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: restricted; 2024Q3: 4,116,212 shares; 2024Q4: 3,972,353 shares; 2025Q1: 4,143,793 shares; 2025Q2: 4,256,525 shares; 2025Q3: 5,277,463 shares 5,277,463 $517M 0.15% +1,020,938 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: restricted; 2024Q3: 3,119,282 shares; 2024Q4: 3,130,358 shares; 2025Q1: 3,398,486 shares; 2025Q2: 3,458,520 shares; 2025Q3: 3,317,915 shares 3,317,915 $510M 0.15% -140,605 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: restricted; 2024Q3: 5,451,654 shares; 2024Q4: 4,244,331 shares; 2025Q1: 6,014,557 shares; 2025Q2: 8,166,537 shares; 2025Q3: 4,096,003 shares 4,096,003 $496M 0.14% -4,070,534 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: restricted; 2024Q3: 56,589,521 shares; 2024Q4: 57,262,699 shares; 2025Q1: 52,206,307 shares; 2025Q2: 54,829,103 shares; 2025Q3: 12,841,790 shares 12,841,790 $495M 0.14% -41,987,313 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: restricted; 2024Q3: 25,164,618 shares; 2024Q4: 30,530,915 shares; 2025Q1: 16,812,733 shares; 2025Q2: 16,920,944 shares; 2025Q3: 4,341,499 shares 4,341,499 $494M 0.14% -12,579,445 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: restricted; 2024Q3: 6,361,912 shares; 2024Q4: 19,626,674 shares; 2025Q1: 18,132,678 shares; 2025Q2: 19,215,884 shares; 2025Q3: 18,025,557 shares 18,025,557 $492M 0.14% -1,190,327 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: restricted; 2024Q3: 2,215,860 shares; 2024Q4: 2,275,966 shares; 2025Q1: 2,310,842 shares; 2025Q2: 2,367,587 shares; 2025Q3: 2,274,367 shares 2,274,367 $491M 0.14% -93,220 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,852,082 shares; 2024Q4: 15,926,683 shares; 2025Q1: 16,489,014 shares; 2025Q2: 16,167,900 shares; 2025Q3: 16,686,727 shares 16,686,727 $486M 0.14% +518,827 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: restricted; 2024Q3: not reported; 2024Q4: 2,870,330 shares; 2025Q1: 3,117,325 shares; 2025Q2: 3,495,415 shares; 2025Q3: 3,620,779 shares 3,620,779 $485M 0.14% +125,364 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,028,112 shares; 2024Q4: 4,854,657 shares; 2025Q1: 4,523,391 shares; 2025Q2: 4,673,036 shares; 2025Q3: 3,423,121 shares 3,423,121 $482M 0.14% -1,249,915 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,622,654 shares; 2024Q4: 3,735,457 shares; 2025Q1: 3,624,540 shares; 2025Q2: 3,987,038 shares; 2025Q3: 3,985,591 shares 3,985,591 $480M 0.14% -1,447 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: restricted; 2024Q3: 3,801,044 shares; 2024Q4: 4,086,291 shares; 2025Q1: 4,668,824 shares; 2025Q2: 5,255,158 shares; 2025Q3: 5,697,089 shares 5,697,089 $478M 0.14% +441,931 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: restricted; 2024Q3: 1,848,028 shares; 2024Q4: 1,709,463 shares; 2025Q1: 1,560,491 shares; 2025Q2: 1,567,229 shares; 2025Q3: 1,967,246 shares 1,967,246 $476M 0.14% +400,017 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,767,195 shares; 2024Q4: 4,757,922 shares; 2025Q1: 4,783,997 shares; 2025Q2: 9,734,500 shares; 2025Q3: 9,684,730 shares 9,684,730 $475M 0.14% -49,770 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: restricted; 2024Q3: 2,526,924 shares; 2024Q4: 2,480,672 shares; 2025Q1: 2,946,684 shares; 2025Q2: 3,048,457 shares; 2025Q3: 2,920,977 shares 2,920,977 $464M 0.13% -127,480 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,688,435 shares; 2024Q4: 1,220,723 shares; 2025Q1: 1,957,068 shares; 2025Q2: 2,187,988 shares; 2025Q3: 2,978,142 shares 2,978,142 $459M 0.13% +790,154 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,081,325 shares; 2024Q4: 1,083,813 shares; 2025Q1: 926,748 shares; 2025Q2: 908,171 shares; 2025Q3: 938,251 shares 938,251 $457M 0.13% +30,080 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: restricted; 2024Q3: 1,734,307 shares; 2024Q4: 1,786,825 shares; 2025Q1: 1,776,534 shares; 2025Q2: 1,798,916 shares; 2025Q3: 1,847,446 shares 1,847,446 $456M 0.13% +48,530 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: restricted; 2024Q3: 10,735,715 shares; 2024Q4: 10,190,956 shares; 2025Q1: 10,121,577 shares; 2025Q2: 9,298,418 shares; 2025Q3: 2,313,958 shares 2,313,958 $453M 0.13% -6,984,460 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: restricted; 2024Q3: 2,208,415 shares; 2024Q4: 2,214,325 shares; 2025Q1: 2,426,071 shares; 2025Q2: 2,423,268 shares; 2025Q3: 1,835,644 shares 1,835,644 $453M 0.13% -587,624 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,674,235 shares; 2024Q4: 1,630,566 shares; 2025Q1: 1,570,969 shares; 2025Q2: 1,557,392 shares; 2025Q3: 1,517,208 shares 1,517,208 $445M 0.13% -40,184 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: restricted; 2024Q3: 3,695,389 shares; 2024Q4: 3,414,690 shares; 2025Q1: 5,560,368 shares; 2025Q2: 5,665,298 shares; 2025Q3: 6,513,210 shares 6,513,210 $444M 0.13% +847,912 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,312,975 shares; 2024Q4: 1,301,323 shares; 2025Q1: 1,351,483 shares; 2025Q2: 1,545,138 shares; 2025Q3: 1,439,648 shares 1,439,648 $443M 0.13% -105,490 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: restricted; 2024Q3: 771,650 shares; 2024Q4: 769,907 shares; 2025Q1: 813,626 shares; 2025Q2: 894,863 shares; 2025Q3: 1,183,886 shares 1,183,886 $443M 0.13% +289,023 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: restricted; 2024Q3: 6,673,423 shares; 2024Q4: 7,834,934 shares; 2025Q1: 9,089,025 shares; 2025Q2: 10,327,349 shares; 2025Q3: 11,137,498 shares 11,137,498 $440M 0.13% +810,149 Timeline IEI 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: restricted; 2024Q3: 3,921,447 shares; 2024Q4: 3,685,251 shares; 2025Q1: 3,747,747 shares; 2025Q2: 3,364,973 shares; 2025Q3: 3,676,586 shares 3,676,586 $439M 0.13% +311,613 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: restricted; 2024Q3: 7,333,144 shares; 2024Q4: 7,648,739 shares; 2025Q1: 7,800,026 shares; 2025Q2: 8,453,880 shares; 2025Q3: 8,499,734 shares 8,499,734 $439M 0.13% +45,854 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,421,250 shares; 2024Q4: 1,478,054 shares; 2025Q1: 1,425,966 shares; 2025Q2: 1,397,218 shares; 2025Q3: 1,414,100 shares 1,414,100 $438M 0.13% +16,882 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: restricted; 2024Q3: 1,205,410 shares; 2024Q4: 1,111,213 shares; 2025Q1: 1,217,861 shares; 2025Q2: 1,187,272 shares; 2025Q3: 1,222,891 shares 1,222,891 $435M 0.13% +35,619 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: restricted; 2024Q3: 4,351,652 shares; 2024Q4: 4,266,327 shares; 2025Q1: 5,228,602 shares; 2025Q2: 4,325,997 shares; 2025Q3: 4,566,294 shares 4,566,294 $435M 0.13% +240,297 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: restricted; 2024Q3: not reported; 2024Q4: 3,154,978 shares; 2025Q1: 3,377,316 shares; 2025Q2: 2,992,375 shares; 2025Q3: 2,978,521 shares 2,978,521 $434M 0.12% -13,854 Timeline IGM 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: restricted; 2024Q3: 424,530 shares; 2024Q4: 270,674 shares; 2025Q1: 219,891 shares; 2025Q2: 356,584 shares; 2025Q3: 3,363,724 shares 3,363,724 $424M 0.12% +3,007,140 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: restricted; 2024Q3: 1,163,847 shares; 2024Q4: 1,276,696 shares; 2025Q1: 1,263,413 shares; 2025Q2: 1,349,097 shares; 2025Q3: 1,404,246 shares 1,404,246 $422M 0.12% +55,149 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: restricted; 2024Q3: 733,459 shares; 2024Q4: 744,711 shares; 2025Q1: 873,884 shares; 2025Q2: 910,187 shares; 2025Q3: 885,128 shares 885,128 $420M 0.12% -25,059 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451,194 shares; 2024Q4: 438,821 shares; 2025Q1: 522,390 shares; 2025Q2: 863,882 shares; 2025Q3: 1,720,955 shares 1,720,955 $420M 0.12% +857,073 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: restricted; 2024Q3: 5,672,417 shares; 2024Q4: 5,954,230 shares; 2025Q1: 6,538,272 shares; 2025Q2: 5,654,998 shares; 2025Q3: 4,552,647 shares 4,552,647 $418M 0.12% -1,102,351 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,706,730 shares; 2024Q4: 2,627,148 shares; 2025Q1: 3,466,322 shares; 2025Q2: 3,518,262 shares; 2025Q3: 3,644,875 shares 3,644,875 $417M 0.12% +126,613 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: restricted; 2024Q3: 12,525,112 shares; 2024Q4: 12,346,704 shares; 2025Q1: 12,998,517 shares; 2025Q2: 15,523,889 shares; 2025Q3: 14,761,610 shares 14,761,610 $417M 0.12% -762,279 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: restricted; 2024Q3: 5,639,938 shares; 2024Q4: 5,545,938 shares; 2025Q1: 5,377,576 shares; 2025Q2: 4,897,743 shares; 2025Q3: 5,122,018 shares 5,122,018 $416M 0.12% +224,275 Timeline EWJ 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: restricted; 2024Q3: 7,957,981 shares; 2024Q4: 7,353,451 shares; 2025Q1: 7,227,220 shares; 2025Q2: 6,261,006 shares; 2025Q3: 5,169,896 shares 5,169,896 $415M 0.12% -1,091,110 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: restricted; 2024Q3: 5,084,545 shares; 2024Q4: 5,542,233 shares; 2025Q1: 5,973,213 shares; 2025Q2: 6,787,930 shares; 2025Q3: 7,559,462 shares 7,559,462 $409M 0.12% +771,532 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,082,659 shares; 2024Q4: 1,172,518 shares; 2025Q1: 1,262,240 shares; 2025Q2: 1,374,242 shares; 2025Q3: 1,338,467 shares 1,338,467 $409M 0.12% -35,775 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380,735 shares; 2024Q4: 383,893 shares; 2025Q1: 430,721 shares; 2025Q2: 433,558 shares; 2025Q3: 420,493 shares 420,493 $407M 0.12% -13,065 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: restricted; 2024Q3: 2,170,502 shares; 2024Q4: 2,262,560 shares; 2025Q1: 2,401,864 shares; 2025Q2: 2,224,475 shares; 2025Q3: 1,705,572 shares 1,705,572 $403M 0.12% -518,903 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,525,660 shares; 2024Q4: 4,814,805 shares; 2025Q1: 4,894,225 shares; 2025Q2: 4,821,996 shares; 2025Q3: 5,114,772 shares 5,114,772 $401M 0.12% +292,776 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: restricted; 2024Q3: 5,845,861 shares; 2024Q4: 5,753,872 shares; 2025Q1: 5,925,661 shares; 2025Q2: 5,878,903 shares; 2025Q3: 5,231,567 shares 5,231,567 $395M 0.11% -647,336 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: restricted; 2024Q3: 3,680,456 shares; 2024Q4: 3,963,216 shares; 2025Q1: 3,500,221 shares; 2025Q2: 3,460,448 shares; 2025Q3: 3,443,781 shares 3,443,781 $394M 0.11% -16,667 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: restricted; 2024Q3: 2,205,338 shares; 2024Q4: 2,398,617 shares; 2025Q1: 2,415,408 shares; 2025Q2: 2,420,054 shares; 2025Q3: 2,365,032 shares 2,365,032 $393M 0.11% -55,022 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: restricted; 2024Q3: 1,187,660 shares; 2024Q4: 1,234,792 shares; 2025Q1: 1,298,746 shares; 2025Q2: 1,346,522 shares; 2025Q3: 1,293,530 shares 1,293,530 $393M 0.11% -52,992 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: restricted; 2024Q3: 4,245,050 shares; 2024Q4: 4,192,442 shares; 2025Q1: 4,132,328 shares; 2025Q2: 4,053,740 shares; 2025Q3: 4,039,043 shares 4,039,043 $390M 0.11% -14,697 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,300 shares; 2024Q4: 247,320 shares; 2025Q1: 258,986 shares; 2025Q2: 3,853,598 shares; 2025Q3: 3,573,546 shares 3,573,546 $385M 0.11% -280,052 Timeline IWN 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: restricted; 2024Q3: 1,975,810 shares; 2024Q4: 2,064,259 shares; 2025Q1: 2,088,938 shares; 2025Q2: 2,043,754 shares; 2025Q3: 2,148,592 shares 2,148,592 $380M 0.11% +104,838 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: restricted; 2024Q3: 3,103,290 shares; 2024Q4: 3,176,835 shares; 2025Q1: 3,230,011 shares; 2025Q2: 3,374,724 shares; 2025Q3: 3,359,755 shares 3,359,755 $378M 0.11% -14,969 Timeline USIG 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: restricted; 2024Q3: 4,998,440 shares; 2024Q4: 5,095,394 shares; 2025Q1: 5,540,616 shares; 2025Q2: 6,959,465 shares; 2025Q3: 7,201,661 shares 7,201,661 $376M 0.11% +242,196 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,118,540 shares; 2024Q4: 5,783,300 shares; 2025Q1: 6,731,884 shares; 2025Q2: 7,175,251 shares; 2025Q3: 7,352,021 shares 7,352,021 $373M 0.11% +176,770 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: restricted; 2024Q3: 1,843,726 shares; 2024Q4: 1,891,194 shares; 2025Q1: 1,672,407 shares; 2025Q2: 1,433,937 shares; 2025Q3: 1,516,455 shares 1,516,455 $373M 0.11% +82,518 Timeline APIE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,654,547 shares; 2024Q4: 10,410,480 shares; 2025Q1: 10,968,512 shares; 2025Q2: 11,241,965 shares; 2025Q3: 10,461,861 shares 10,461,861 $371M 0.11% -780,104 Timeline IUSG 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: restricted; 2024Q3: 2,160,553 shares; 2024Q4: 2,032,936 shares; 2025Q1: 2,017,592 shares; 2025Q2: 2,049,968 shares; 2025Q3: 2,250,952 shares 2,250,952 $370M 0.11% +200,984 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: restricted; 2024Q3: 1,639,067 shares; 2024Q4: 1,651,217 shares; 2025Q1: 1,735,441 shares; 2025Q2: 1,814,976 shares; 2025Q3: 1,837,301 shares 1,837,301 $369M 0.11% +22,325 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: restricted; 2024Q3: 1,275,770 shares; 2024Q4: 1,267,091 shares; 2025Q1: 1,419,605 shares; 2025Q2: 1,502,715 shares; 2025Q3: 1,299,148 shares 1,299,148 $367M 0.11% -203,567 Timeline IWY 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: restricted; 2024Q3: 446,747 shares; 2024Q4: 2,794,522 shares; 2025Q1: 411,682 shares; 2025Q2: 400,610 shares; 2025Q3: 1,327,228 shares 1,327,228 $363M 0.1% +926,618 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,767,842 shares; 2024Q4: 5,986,336 shares; 2025Q1: 7,432,811 shares; 2025Q2: 9,247,357 shares; 2025Q3: 9,951,060 shares 9,951,060 $362M 0.1% +703,703 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: restricted; 2024Q3: 1,358,073 shares; 2024Q4: 1,361,646 shares; 2025Q1: 1,339,650 shares; 2025Q2: 1,415,043 shares; 2025Q3: 1,280,796 shares 1,280,796 $361M 0.1% -134,247 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: restricted; 2024Q3: 3,749,684 shares; 2024Q4: 3,415,987 shares; 2025Q1: 3,821,390 shares; 2025Q2: 3,835,800 shares; 2025Q3: 4,241,131 shares 4,241,131 $359M 0.1% +405,331 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: restricted; 2024Q3: 4,765,159 shares; 2024Q4: 4,492,363 shares; 2025Q1: 4,605,177 shares; 2025Q2: 4,686,964 shares; 2025Q3: 3,762,161 shares 3,762,161 $358M 0.1% -924,803 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: restricted; 2024Q3: 1,093,613 shares; 2024Q4: 1,150,039 shares; 2025Q1: 1,192,017 shares; 2025Q2: 1,237,239 shares; 2025Q3: 1,250,969 shares 1,250,969 $353M 0.1% +13,730 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 677,813 shares; 2024Q4: 1,012,507 shares; 2025Q1: 1,119,971 shares; 2025Q2: 1,096,105 shares; 2025Q3: 1,000,954 shares 1,000,954 $352M 0.1% -95,151 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: restricted; 2024Q3: 5,022,998 shares; 2024Q4: 4,886,215 shares; 2025Q1: 4,863,621 shares; 2025Q2: 4,858,967 shares; 2025Q3: 4,837,812 shares 4,837,812 $351M 0.1% -21,155 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: restricted; 2024Q3: 589,384 shares; 2024Q4: 636,266 shares; 2025Q1: 572,714 shares; 2025Q2: 598,931 shares; 2025Q3: 500,789 shares 500,789 $350M 0.1% -98,142 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 709,848 shares; 2024Q4: 701,866 shares; 2025Q1: 1,260,813 shares; 2025Q2: 1,246,186 shares; 2025Q3: 1,276,330 shares 1,276,330 $350M 0.1% +30,144 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,047,116 shares; 2024Q4: 2,089,132 shares; 2025Q1: 2,519,401 shares; 2025Q2: 2,709,291 shares; 2025Q3: 3,046,591 shares 3,046,591 $349M 0.1% +337,300 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: restricted; 2024Q3: 1,920,384 shares; 2024Q4: 1,878,380 shares; 2025Q1: 1,773,578 shares; 2025Q2: 1,703,138 shares; 2025Q3: 1,659,874 shares 1,659,874 $346M 0.1% -43,264 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: restricted; 2024Q3: 589,453 shares; 2024Q4: 615,945 shares; 2025Q1: 677,389 shares; 2025Q2: 1,585,192 shares; 2025Q3: 1,628,215 shares 1,628,215 $346M 0.1% +43,023 Timeline STIP 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: restricted; 2024Q3: 620,279 shares; 2024Q4: 516,056 shares; 2025Q1: 711,315 shares; 2025Q2: 3,245,078 shares; 2025Q3: 3,319,880 shares 3,319,880 $343M 0.1% +74,802 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,095,084 shares; 2024Q4: 1,081,568 shares; 2025Q1: 1,062,385 shares; 2025Q2: 1,082,003 shares; 2025Q3: 987,751 shares 987,751 $342M 0.1% -94,252 Timeline IWO 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: restricted; 2024Q3: 1,118,123 shares; 2024Q4: 1,104,237 shares; 2025Q1: 1,081,092 shares; 2025Q2: 1,052,762 shares; 2025Q3: 1,067,852 shares 1,067,852 $342M 0.1% +15,090 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: restricted; 2024Q3: 10,102,887 shares; 2024Q4: 9,584,446 shares; 2025Q1: 9,898,866 shares; 2025Q2: 9,808,235 shares; 2025Q3: 10,078,365 shares 10,078,365 $342M 0.1% +270,130 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: restricted; 2024Q3: 5,076,765 shares; 2024Q4: 4,651,127 shares; 2025Q1: 5,687,207 shares; 2025Q2: 5,762,161 shares; 2025Q3: 6,433,828 shares 6,433,828 $341M 0.1% +671,667 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,221 shares; 2024Q4: 306,342 shares; 2025Q1: 329,526 shares; 2025Q2: 332,794 shares; 2025Q3: 316,008 shares 316,008 $341M 0.1% -16,786 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: restricted; 2024Q3: 4,936,199 shares; 2024Q4: 5,030,302 shares; 2025Q1: 5,672,922 shares; 2025Q2: 5,661,752 shares; 2025Q3: 5,136,546 shares 5,136,546 $341M 0.1% -525,206 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 708,276 shares; 2024Q4: 579,497 shares; 2025Q1: 545,418 shares; 2025Q2: 507,430 shares; 2025Q3: 470,289 shares 470,289 $338M 0.1% -37,141 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: restricted; 2024Q3: 770,078 shares; 2024Q4: 707,211 shares; 2025Q1: 698,866 shares; 2025Q2: 722,879 shares; 2025Q3: 676,461 shares 676,461 $338M 0.1% -46,418 Timeline APCB TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,584,173 shares; 2024Q4: 8,545,125 shares; 2025Q1: 9,794,227 shares; 2025Q2: 10,653,222 shares; 2025Q3: 11,260,519 shares 11,260,519 $336M 0.1% +607,297 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: restricted; 2024Q3: 2,500,827 shares; 2024Q4: 2,404,396 shares; 2025Q1: 3,047,308 shares; 2025Q2: 2,101,387 shares; 2025Q3: 1,759,298 shares 1,759,298 $334M 0.1% -342,089 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,155,955 shares; 2024Q4: 1,223,538 shares; 2025Q1: 1,303,733 shares; 2025Q2: 1,418,075 shares; 2025Q3: 1,518,112 shares 1,518,112 $333M 0.1% +100,037 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: restricted; 2024Q3: 3,265,270 shares; 2024Q4: 3,086,696 shares; 2025Q1: 3,421,026 shares; 2025Q2: 4,328,699 shares; 2025Q3: 4,906,017 shares 4,906,017 $330M 0.09% +577,318 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: restricted; 2024Q3: 2,944,253 shares; 2024Q4: 2,988,225 shares; 2025Q1: 1,844,223 shares; 2025Q2: 1,815,932 shares; 2025Q3: 2,260,765 shares 2,260,765 $329M 0.09% +444,833 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: restricted; 2024Q3: 4,710,574 shares; 2024Q4: 4,680,628 shares; 2025Q1: 4,261,421 shares; 2025Q2: 4,292,636 shares; 2025Q3: 3,958,382 shares 3,958,382 $328M 0.09% -334,254 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,135,010 shares; 2024Q4: 8,097,974 shares; 2025Q1: 7,221,567 shares; 2025Q2: 7,387,388 shares; 2025Q3: 6,778,577 shares 6,778,577 $328M 0.09% -608,811 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: restricted; 2024Q3: 3,066,163 shares; 2024Q4: 2,505,173 shares; 2025Q1: 2,473,794 shares; 2025Q2: 2,354,742 shares; 2025Q3: 2,330,700 shares 2,330,700 $327M 0.09% -24,042 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,280,103 shares; 2024Q4: 2,358,083 shares; 2025Q1: 2,435,446 shares; 2025Q2: 2,491,025 shares; 2025Q3: 2,511,829 shares 2,511,829 $327M 0.09% +20,804 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: restricted; 2024Q3: 2,150,404 shares; 2024Q4: 2,400,371 shares; 2025Q1: 2,628,423 shares; 2025Q2: 2,642,230 shares; 2025Q3: 2,637,162 shares 2,637,162 $326M 0.09% -5,068 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: restricted; 2024Q3: 5,265,439 shares; 2024Q4: 5,899,908 shares; 2025Q1: 6,361,844 shares; 2025Q2: 6,484,376 shares; 2025Q3: 6,946,967 shares 6,946,967 $325M 0.09% +462,591 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,782,534 shares; 2025Q2: 3,891,480 shares; 2025Q3: 10,468,946 shares 10,468,946 $322M 0.09% +6,577,466 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: restricted; 2024Q3: 1,120,869 shares; 2024Q4: 1,482,514 shares; 2025Q1: 1,377,624 shares; 2025Q2: 1,690,757 shares; 2025Q3: 4,068,689 shares 4,068,689 $321M 0.09% +2,377,932 Timeline IWLG NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,163 shares; 2025Q1: 24,535 shares; 2025Q2: 53,750 shares; 2025Q3: 5,952,562 shares 5,952,562 $320M 0.09% +5,898,812 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: restricted; 2024Q3: 1,399,264 shares; 2024Q4: 1,493,493 shares; 2025Q1: 1,589,450 shares; 2025Q2: 1,505,306 shares; 2025Q3: 1,347,924 shares 1,347,924 $319M 0.09% -157,382 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: restricted; 2024Q3: 656,743 shares; 2024Q4: 670,258 shares; 2025Q1: 770,571 shares; 2025Q2: 808,223 shares; 2025Q3: 747,211 shares 747,211 $316M 0.09% -61,012 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: restricted; 2024Q3: 6,101,956 shares; 2024Q4: 6,661,475 shares; 2025Q1: 7,669,937 shares; 2025Q2: 6,647,594 shares; 2025Q3: 7,371,836 shares 7,371,836 $315M 0.09% +724,242 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: restricted; 2024Q3: 4,092,429 shares; 2024Q4: 4,823,853 shares; 2025Q1: 5,709,329 shares; 2025Q2: 7,140,661 shares; 2025Q3: 9,209,394 shares 9,209,394 $315M 0.09% +2,068,733 Timeline IDEV 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: restricted; 2024Q3: 2,137,921 shares; 2024Q4: 2,870,168 shares; 2025Q1: 3,412,771 shares; 2025Q2: 3,672,833 shares; 2025Q3: 3,906,440 shares 3,906,440 $313M 0.09% +233,607 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: restricted; 2024Q3: 892,275 shares; 2024Q4: 875,899 shares; 2025Q1: 877,941 shares; 2025Q2: 885,162 shares; 2025Q3: 917,424 shares 917,424 $313M 0.09% +32,262 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,952,016 shares; 2024Q4: 8,166,581 shares; 2025Q1: 8,974,560 shares; 2025Q2: 9,040,230 shares; 2025Q3: 9,434,455 shares 9,434,455 $308M 0.09% +394,225 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: restricted; 2024Q3: 3,790,778 shares; 2024Q4: 984,969 shares; 2025Q1: 952,261 shares; 2025Q2: 1,363,176 shares; 2025Q3: 3,511,968 shares 3,511,968 $306M 0.09% +2,148,792 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: restricted; 2024Q3: 58,001 shares; 2024Q4: 52,977 shares; 2025Q1: 55,957 shares; 2025Q2: 55,609 shares; 2025Q3: 55,471 shares 55,471 $300M 0.09% -138 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368,974 shares; 2024Q4: 570,894 shares; 2025Q1: 577,808 shares; 2025Q2: 594,216 shares; 2025Q3: 650,833 shares 650,833 $298M 0.09% +56,617 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: restricted; 2024Q3: 58,430 shares; 2024Q4: 66,016 shares; 2025Q1: 66,721 shares; 2025Q2: 70,028 shares; 2025Q3: 69,308 shares 69,308 $297M 0.09% -720 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,517,793 shares; 2024Q4: 3,547,564 shares; 2025Q1: 3,743,066 shares; 2025Q2: 3,553,554 shares; 2025Q3: 3,846,667 shares 3,846,667 $295M 0.08% +293,113 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 466,131 shares; 2024Q4: 391,308 shares; 2025Q1: 378,265 shares; 2025Q2: 378,614 shares; 2025Q3: 393,951 shares 393,951 $294M 0.08% +15,337 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: restricted; 2024Q3: 3,142,522 shares; 2024Q4: 3,210,450 shares; 2025Q1: 3,218,782 shares; 2025Q2: 3,330,453 shares; 2025Q3: 2,891,978 shares 2,891,978 $294M 0.08% -438,475 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: restricted; 2024Q3: 1,605,519 shares; 2024Q4: 1,555,181 shares; 2025Q1: 1,529,313 shares; 2025Q2: 1,146,886 shares; 2025Q3: 1,158,249 shares 1,158,249 $291M 0.08% +11,363 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: restricted; 2024Q3: 1,669,751 shares; 2024Q4: 1,702,461 shares; 2025Q1: 1,633,040 shares; 2025Q2: 1,770,572 shares; 2025Q3: 1,581,496 shares 1,581,496 $291M 0.08% -189,076 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: restricted; 2024Q3: 4,483,345 shares; 2024Q4: 4,606,970 shares; 2025Q1: 5,097,709 shares; 2025Q2: 5,668,791 shares; 2025Q3: 6,260,344 shares 6,260,344 $289M 0.08% +591,553 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,084,457 shares; 2024Q4: 2,063,433 shares; 2025Q1: 2,024,792 shares; 2025Q2: 2,092,429 shares; 2025Q3: 1,937,210 shares 1,937,210 $288M 0.08% -155,219 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: restricted; 2024Q3: 4,774,576 shares; 2024Q4: 4,188,552 shares; 2025Q1: 4,409,627 shares; 2025Q2: 4,405,779 shares; 2025Q3: 4,540,556 shares 4,540,556 $288M 0.08% +134,777 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: restricted; 2024Q3: 7,506,971 shares; 2024Q4: 6,459,654 shares; 2025Q1: 5,044,840 shares; 2025Q2: 3,745,382 shares; 2025Q3: 3,396,041 shares 3,396,041 $285M 0.08% -349,341 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,284,744 shares; 2024Q4: 4,225,392 shares; 2025Q1: 4,067,575 shares; 2025Q2: 3,814,251 shares; 2025Q3: 4,176,141 shares 4,176,141 $285M 0.08% +361,890 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,216,996 shares; 2024Q4: 2,665,374 shares; 2025Q1: 2,763,361 shares; 2025Q2: 2,823,268 shares; 2025Q3: 3,046,008 shares 3,046,008 $281M 0.08% +222,740 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: restricted; 2024Q3: 402,841 shares; 2024Q4: 410,503 shares; 2025Q1: 421,454 shares; 2025Q2: 431,173 shares; 2025Q3: 456,831 shares 456,831 $281M 0.08% +25,658 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 698,620 shares; 2024Q4: 658,442 shares; 2025Q1: 645,972 shares; 2025Q2: 625,497 shares; 2025Q3: 571,723 shares 571,723 $281M 0.08% -53,774 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,397,727 shares; 2024Q4: 2,441,719 shares; 2025Q1: 2,790,965 shares; 2025Q2: 2,804,912 shares; 2025Q3: 2,869,555 shares 2,869,555 $280M 0.08% +64,643 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,068,287 shares; 2024Q4: 3,951,568 shares; 2025Q1: 4,956,279 shares; 2025Q2: 5,842,721 shares; 2025Q3: 8,036,810 shares 8,036,810 $278M 0.08% +2,194,089 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,018,552 shares; 2024Q4: 3,133,763 shares; 2025Q1: 2,913,038 shares; 2025Q2: 2,746,273 shares; 2025Q3: 2,826,598 shares 2,826,598 $277M 0.08% +80,325 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: restricted; 2024Q3: 6,245,078 shares; 2024Q4: 6,671,087 shares; 2025Q1: 7,588,226 shares; 2025Q2: 7,586,628 shares; 2025Q3: 8,267,876 shares 8,267,876 $276M 0.08% +681,248 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 909,697 shares; 2024Q4: 814,226 shares; 2025Q1: 800,297 shares; 2025Q2: 626,356 shares; 2025Q3: 568,471 shares 568,471 $276M 0.08% -57,885 Timeline GNR 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: restricted; 2024Q3: 383,871 shares; 2024Q4: 190,907 shares; 2025Q1: 181,382 shares; 2025Q2: 182,197 shares; 2025Q3: 4,646,650 shares 4,646,650 $275M 0.08% +4,464,453 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: restricted; 2024Q3: 1,127,179 shares; 2024Q4: 1,105,659 shares; 2025Q1: 1,261,196 shares; 2025Q2: 1,355,964 shares; 2025Q3: 1,379,654 shares 1,379,654 $274M 0.08% +23,690 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,112,951 shares; 2024Q4: 6,820,215 shares; 2025Q1: 7,406,932 shares; 2025Q2: 8,424,405 shares; 2025Q3: 9,998,302 shares 9,998,302 $273M 0.08% +1,573,897 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,264,674 shares; 2024Q4: 2,131,571 shares; 2025Q1: 2,171,951 shares; 2025Q2: 2,189,242 shares; 2025Q3: 1,857,698 shares 1,857,698 $272M 0.08% -331,544 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 759,144 shares; 2024Q4: 705,720 shares; 2025Q1: 693,226 shares; 2025Q2: 672,362 shares; 2025Q3: 670,407 shares 670,407 $270M 0.08% -1,955 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,935,231 shares; 2024Q4: 2,051,327 shares; 2025Q1: 2,172,913 shares; 2025Q2: 2,327,688 shares; 2025Q3: 2,404,655 shares 2,404,655 $270M 0.08% +76,967 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: restricted; 2024Q3: 11,524,017 shares; 2024Q4: 10,947,430 shares; 2025Q1: 11,375,617 shares; 2025Q2: 11,100,502 shares; 2025Q3: 10,417,478 shares 10,417,478 $269M 0.08% -683,024 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 743,838 shares; 2024Q4: 759,429 shares; 2025Q1: 774,526 shares; 2025Q2: 767,013 shares; 2025Q3: 775,920 shares 775,920 $269M 0.08% +8,907 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,010,590 shares; 2024Q4: 4,884,923 shares; 2025Q1: 4,647,773 shares; 2025Q2: 4,569,678 shares; 2025Q3: 4,629,713 shares 4,629,713 $263M 0.08% +60,035 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,178,536 shares; 2024Q4: 1,224,318 shares; 2025Q1: 1,241,197 shares; 2025Q2: 1,270,324 shares; 2025Q3: 1,296,472 shares 1,296,472 $261M 0.08% +26,148 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: restricted; 2024Q3: 244,301 shares; 2024Q4: 259,400 shares; 2025Q1: 395,624 shares; 2025Q2: 536,917 shares; 2025Q3: 561,982 shares 561,982 $257M 0.07% +25,065 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: restricted; 2024Q3: 9,925,016 shares; 2024Q4: 9,170,817 shares; 2025Q1: 10,402,113 shares; 2025Q2: 11,195,080 shares; 2025Q3: 10,029,673 shares 10,029,673 $256M 0.07% -1,165,407 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: restricted; 2024Q3: 291,706 shares; 2024Q4: 271,967 shares; 2025Q1: 282,844 shares; 2025Q2: 294,196 shares; 2025Q3: 330,647 shares 330,647 $255M 0.07% +36,451 Timeline IJJ 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: restricted; 2024Q3: 1,795,499 shares; 2024Q4: 1,862,735 shares; 2025Q1: 1,978,891 shares; 2025Q2: 1,888,341 shares; 2025Q3: 1,968,545 shares 1,968,545 $255M 0.07% +80,204 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,697,412 shares; 2024Q4: 2,663,106 shares; 2025Q1: 2,606,907 shares; 2025Q2: 2,716,324 shares; 2025Q3: 2,690,429 shares 2,690,429 $254M 0.07% -25,895 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,127,328 shares; 2024Q4: 5,183,380 shares; 2025Q1: 5,517,121 shares; 2025Q2: 5,941,796 shares; 2025Q3: 6,140,391 shares 6,140,391 $252M 0.07% +198,595 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 898,686 shares; 2024Q4: 1,172,103 shares; 2025Q1: 1,010,018 shares; 2025Q2: 969,185 shares; 2025Q3: 944,835 shares 944,835 $252M 0.07% -24,350 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,242,675 shares; 2024Q4: 2,299,297 shares; 2025Q1: 2,052,210 shares; 2025Q2: 1,949,213 shares; 2025Q3: 1,979,330 shares 1,979,330 $251M 0.07% +30,117 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: restricted; 2024Q3: 1,080,867 shares; 2024Q4: 1,046,271 shares; 2025Q1: 1,539,435 shares; 2025Q2: 1,194,181 shares; 2025Q3: 1,223,155 shares 1,223,155 $250M 0.07% +28,974 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: restricted; 2024Q3: 1,060,938 shares; 2024Q4: 1,073,800 shares; 2025Q1: 1,062,819 shares; 2025Q2: 1,071,046 shares; 2025Q3: 1,045,252 shares 1,045,252 $250M 0.07% -25,794 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: restricted; 2024Q3: 565,877 shares; 2024Q4: 539,048 shares; 2025Q1: 535,490 shares; 2025Q2: 511,633 shares; 2025Q3: 821,286 shares 821,286 $245M 0.07% +309,653 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,792 shares; 2025Q1: 31,514 shares; 2025Q2: 59,900 shares; 2025Q3: 9,621,180 shares 9,621,180 $243M 0.07% +9,561,280 Timeline DSI 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: restricted; 2024Q3: 2,183,703 shares; 2024Q4: 2,019,500 shares; 2025Q1: 2,033,072 shares; 2025Q2: 1,984,501 shares; 2025Q3: 1,925,456 shares 1,925,456 $243M 0.07% -59,045 Timeline TCPB THRIVENT ETF TRUST More: the full row for THRIVENT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,415,463 shares; 2025Q3: 4,672,094 shares 4,672,094 $241M 0.07% +256,631 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,503,203 shares; 2024Q4: 3,830,532 shares; 2025Q1: 3,925,891 shares; 2025Q2: 3,867,284 shares; 2025Q3: 4,001,060 shares 4,001,060 $237M 0.07% +133,776 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: restricted; 2024Q3: 14,832,774 shares; 2024Q4: 14,871,293 shares; 2025Q1: 16,703,862 shares; 2025Q2: 8,804,916 shares; 2025Q3: 8,792,715 shares 8,792,715 $237M 0.07% -12,201 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: restricted; 2024Q3: 577,195 shares; 2024Q4: 1,121,531 shares; 2025Q1: 1,087,762 shares; 2025Q2: 1,076,225 shares; 2025Q3: 1,162,652 shares 1,162,652 $237M 0.07% +86,427 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,326,305 shares; 2024Q4: 1,790,666 shares; 2025Q1: 1,736,842 shares; 2025Q2: 2,689,196 shares; 2025Q3: 2,663,780 shares 2,663,780 $236M 0.07% -25,416 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 914,535 shares; 2024Q4: 1,221,228 shares; 2025Q1: 1,204,584 shares; 2025Q2: 1,222,321 shares; 2025Q3: 1,312,844 shares 1,312,844 $235M 0.07% +90,523 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: restricted; 2024Q3: 9,904,093 shares; 2024Q4: 10,207,533 shares; 2025Q1: 8,594,409 shares; 2025Q2: 8,963,105 shares; 2025Q3: 4,660,196 shares 4,660,196 $233M 0.07% -4,302,909 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: restricted; 2024Q3: 1,953,697 shares; 2024Q4: 1,938,731 shares; 2025Q1: 1,608,589 shares; 2025Q2: 1,736,891 shares; 2025Q3: 1,819,260 shares 1,819,260 $233M 0.07% +82,369 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: restricted; 2024Q3: 1,029,114 shares; 2024Q4: 1,051,730 shares; 2025Q1: 934,460 shares; 2025Q2: 844,719 shares; 2025Q3: 1,104,239 shares 1,104,239 $232M 0.07% +259,520 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: restricted; 2024Q3: 621,435 shares; 2024Q4: 569,986 shares; 2025Q1: 567,360 shares; 2025Q2: 539,824 shares; 2025Q3: 518,719 shares 518,719 $232M 0.07% -21,105 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 434,473 shares; 2024Q4: 419,072 shares; 2025Q1: 411,294 shares; 2025Q2: 448,919 shares; 2025Q3: 408,878 shares 408,878 $231M 0.07% -40,041 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,477 shares; 2024Q4: 263,147 shares; 2025Q1: 447,444 shares; 2025Q2: 484,108 shares; 2025Q3: 483,745 shares 483,745 $230M 0.07% -363 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: restricted; 2024Q3: 2,423,498 shares; 2024Q4: 2,631,312 shares; 2025Q1: 3,523,859 shares; 2025Q2: 3,795,179 shares; 2025Q3: 3,836,518 shares 3,836,518 $230M 0.07% +41,339 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: restricted; 2024Q3: 1,807,129 shares; 2024Q4: 1,816,723 shares; 2025Q1: 2,029,665 shares; 2025Q2: 2,251,063 shares; 2025Q3: 2,308,668 shares 2,308,668 $230M 0.07% +57,605 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: restricted; 2024Q3: 521,985 shares; 2024Q4: 485,233 shares; 2025Q1: 463,208 shares; 2025Q2: 476,877 shares; 2025Q3: 476,207 shares 476,207 $227M 0.07% -670 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: restricted; 2024Q3: 3,037,933 shares; 2024Q4: 3,065,628 shares; 2025Q1: 3,135,583 shares; 2025Q2: 3,412,077 shares; 2025Q3: 3,609,525 shares 3,609,525 $225M 0.06% +197,448 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,801,638 shares; 2025Q2: 3,045,343 shares; 2025Q3: 4,562,743 shares 4,562,743 $224M 0.06% +1,517,400 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: restricted; 2024Q3: 2,092,021 shares; 2024Q4: 2,263,897 shares; 2025Q1: 2,357,747 shares; 2025Q2: 2,287,687 shares; 2025Q3: 2,056,364 shares 2,056,364 $224M 0.06% -231,323 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: restricted; 2024Q3: 7,978,652 shares; 2024Q4: 7,483,062 shares; 2025Q1: 7,473,896 shares; 2025Q2: 8,401,421 shares; 2025Q3: 9,502,387 shares 9,502,387 $224M 0.06% +1,100,966 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: restricted; 2024Q3: 544,583 shares; 2024Q4: 552,108 shares; 2025Q1: 570,206 shares; 2025Q2: 584,815 shares; 2025Q3: 825,614 shares 825,614 $223M 0.06% +240,799 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: restricted; 2024Q3: 680,493 shares; 2024Q4: 704,816 shares; 2025Q1: 733,805 shares; 2025Q2: 856,846 shares; 2025Q3: 1,001,706 shares 1,001,706 $221M 0.06% +144,860 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: restricted; 2024Q3: 338,623 shares; 2024Q4: 344,597 shares; 2025Q1: 319,649 shares; 2025Q2: 293,967 shares; 2025Q3: 277,164 shares 277,164 $221M 0.06% -16,803 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: restricted; 2024Q3: 2,117,130 shares; 2024Q4: 2,020,038 shares; 2025Q1: 2,161,741 shares; 2025Q2: 2,180,866 shares; 2025Q3: 1,974,538 shares 1,974,538 $220M 0.06% -206,328 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 632,687 shares; 2024Q4: 625,134 shares; 2025Q1: 632,180 shares; 2025Q2: 634,181 shares; 2025Q3: 592,359 shares 592,359 $219M 0.06% -41,822 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: restricted; 2024Q3: 721,679 shares; 2024Q4: 681,435 shares; 2025Q1: 674,469 shares; 2025Q2: 679,608 shares; 2025Q3: 657,670 shares 657,670 $218M 0.06% -21,938 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 636,906 shares; 2024Q4: 2,573,660 shares; 2025Q1: 2,424,376 shares; 2025Q2: 2,405,004 shares; 2025Q3: 2,408,717 shares 2,408,717 $218M 0.06% +3,713 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,278,660 shares; 2024Q4: 4,167,683 shares; 2025Q1: 4,491,514 shares; 2025Q2: 4,185,690 shares; 2025Q3: 3,923,601 shares 3,923,601 $218M 0.06% -262,089 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: restricted; 2024Q3: 1,167,889 shares; 2024Q4: 1,261,043 shares; 2025Q1: 1,590,203 shares; 2025Q2: 1,631,843 shares; 2025Q3: 1,797,695 shares 1,797,695 $217M 0.06% +165,852 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,727,294 shares; 2024Q4: 3,788,300 shares; 2025Q1: 4,110,659 shares; 2025Q2: 4,142,927 shares; 2025Q3: 4,296,273 shares 4,296,273 $217M 0.06% +153,346 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: restricted; 2024Q3: 3,228,527 shares; 2024Q4: 3,014,945 shares; 2025Q1: 1,756,662 shares; 2025Q2: 1,573,437 shares; 2025Q3: 2,406,215 shares 2,406,215 $215M 0.06% +832,778 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,783,294 shares; 2024Q4: 1,622,154 shares; 2025Q1: 1,728,777 shares; 2025Q2: 1,790,771 shares; 2025Q3: 1,636,322 shares 1,636,322 $215M 0.06% -154,449 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,378,689 shares; 2024Q4: 1,410,724 shares; 2025Q1: 1,428,447 shares; 2025Q2: 1,420,951 shares; 2025Q3: 1,402,647 shares 1,402,647 $214M 0.06% -18,304 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,652,946 shares; 2024Q4: 4,678,839 shares; 2025Q1: 4,702,234 shares; 2025Q2: 4,719,038 shares; 2025Q3: 4,726,732 shares 4,726,732 $214M 0.06% +7,694 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: restricted; 2024Q3: 1,873,287 shares; 2024Q4: 1,795,520 shares; 2025Q1: 1,896,313 shares; 2025Q2: 1,880,493 shares; 2025Q3: 1,651,771 shares 1,651,771 $213M 0.06% -228,722 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,144,923 shares; 2024Q4: 12,252,845 shares; 2025Q1: 1,306,250 shares; 2025Q2: 1,852,838 shares; 2025Q3: 2,892,833 shares 2,892,833 $212M 0.06% +1,039,995 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,946,863 shares; 2024Q4: 2,901,403 shares; 2025Q1: 3,006,779 shares; 2025Q2: 3,017,922 shares; 2025Q3: 2,568,936 shares 2,568,936 $212M 0.06% -448,986 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: restricted; 2024Q3: 867,552 shares; 2024Q4: 845,979 shares; 2025Q1: 767,517 shares; 2025Q2: 760,192 shares; 2025Q3: 598,693 shares 598,693 $211M 0.06% -161,499 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,082,878 shares; 2024Q4: 7,591,340 shares; 2025Q1: 7,448,234 shares; 2025Q2: 4,107,672 shares; 2025Q3: 3,670,402 shares 3,670,402 $211M 0.06% -437,270 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,969,972 shares; 2024Q4: 2,450,057 shares; 2025Q1: 2,561,404 shares; 2025Q2: 2,442,654 shares; 2025Q3: 1,911,006 shares 1,911,006 $210M 0.06% -531,648 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: restricted; 2024Q3: 3,336,606 shares; 2024Q4: 3,601,425 shares; 2025Q1: 3,885,945 shares; 2025Q2: 3,142,942 shares; 2025Q3: 3,179,463 shares 3,179,463 $210M 0.06% +36,521 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,945,456 shares; 2024Q4: 20,460,106 shares; 2025Q1: 20,025,999 shares; 2025Q2: 21,129,796 shares; 2025Q3: 4,547,432 shares 4,547,432 $210M 0.06% -16,582,364 Timeline ACLC 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: restricted; 2024Q3: 2,611,654 shares; 2024Q4: 2,370,302 shares; 2025Q1: 3,037,899 shares; 2025Q2: 2,206,042 shares; 2025Q3: 2,711,161 shares 2,711,161 $209M 0.06% +505,119 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,094,456 shares; 2024Q4: 8,337,961 shares; 2025Q1: 7,701,257 shares; 2025Q2: 7,615,838 shares; 2025Q3: 6,666,431 shares 6,666,431 $209M 0.06% -949,407 Timeline HEFA 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: restricted; 2024Q3: 7,305,664 shares; 2024Q4: 7,361,329 shares; 2025Q1: 20,819,921 shares; 2025Q2: 7,088,380 shares; 2025Q3: 5,233,892 shares 5,233,892 $207M 0.06% -1,854,488 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 875,910 shares; 2024Q4: 655,797 shares; 2025Q1: 412,559 shares; 2025Q2: 499,251 shares; 2025Q3: 1,104,299 shares 1,104,299 $207M 0.06% +605,048 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: restricted; 2024Q3: 8,995,574 shares; 2024Q4: 7,484,572 shares; 2025Q1: 7,151,722 shares; 2025Q2: 6,493,085 shares; 2025Q3: 6,552,310 shares 6,552,310 $206M 0.06% +59,225 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: restricted; 2024Q3: 3,232,699 shares; 2024Q4: 3,241,092 shares; 2025Q1: 3,382,816 shares; 2025Q2: 3,506,075 shares; 2025Q3: 3,574,422 shares 3,574,422 $206M 0.06% +68,347 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,887,983 shares; 2024Q4: 4,494,352 shares; 2025Q1: 5,247,876 shares; 2025Q2: 7,601,504 shares; 2025Q3: 9,025,453 shares 9,025,453 $205M 0.06% +1,423,949 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,081,338 shares; 2024Q4: 4,764,560 shares; 2025Q1: 4,443,450 shares; 2025Q2: 4,479,718 shares; 2025Q3: 4,388,493 shares 4,388,493 $204M 0.06% -91,225 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,247,899 shares; 2024Q4: 3,135,728 shares; 2025Q1: 3,128,847 shares; 2025Q2: 3,050,190 shares; 2025Q3: 3,017,127 shares 3,017,127 $203M 0.06% -33,063 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: restricted; 2024Q3: 2,528,542 shares; 2024Q4: 2,145,658 shares; 2025Q1: 1,809,407 shares; 2025Q2: 1,847,975 shares; 2025Q3: 1,828,396 shares 1,828,396 $203M 0.06% -19,579 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: restricted; 2024Q3: 1,469,296 shares; 2024Q4: 1,422,632 shares; 2025Q1: 1,510,597 shares; 2025Q2: 1,197,397 shares; 2025Q3: 1,162,463 shares 1,162,463 $203M 0.06% -34,934 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: restricted; 2024Q3: 1,121,185 shares; 2024Q4: 1,285,267 shares; 2025Q1: 1,540,806 shares; 2025Q2: 2,126,748 shares; 2025Q3: 2,280,330 shares 2,280,330 $203M 0.06% +153,582 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: restricted; 2024Q3: 1,031,537 shares; 2024Q4: 991,455 shares; 2025Q1: 2,162,477 shares; 2025Q2: 2,173,301 shares; 2025Q3: 2,271,428 shares 2,271,428 $202M 0.06% +98,127 Timeline DVY 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: restricted; 2024Q3: 1,549,343 shares; 2024Q4: 1,587,775 shares; 2025Q1: 1,554,443 shares; 2025Q2: 1,612,404 shares; 2025Q3: 1,421,094 shares 1,421,094 $202M 0.06% -191,310 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 708,202 shares; 2024Q4: 717,110 shares; 2025Q1: 801,042 shares; 2025Q2: 812,969 shares; 2025Q3: 739,632 shares 739,632 $202M 0.06% -73,337 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 691,641 shares; 2024Q4: 926,699 shares; 2025Q1: 1,020,625 shares; 2025Q2: 998,030 shares; 2025Q3: 1,075,633 shares 1,075,633 $201M 0.06% +77,603 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: restricted; 2024Q3: 3,031,200 shares; 2024Q4: 2,670,560 shares; 2025Q1: 2,963,226 shares; 2025Q2: 3,990,344 shares; 2025Q3: 3,964,962 shares 3,964,962 $201M 0.06% -25,382 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: restricted; 2024Q3: 587,213 shares; 2024Q4: 619,441 shares; 2025Q1: 726,321 shares; 2025Q2: 2,061,888 shares; 2025Q3: 2,734,295 shares 2,734,295 $201M 0.06% +672,407 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: restricted; 2024Q3: 12,573,373 shares; 2024Q4: 4,147,711 shares; 2025Q1: 4,503,433 shares; 2025Q2: 4,182,883 shares; 2025Q3: 3,626,452 shares 3,626,452 $201M 0.06% -556,431 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,863,023 shares; 2024Q4: 2,699,600 shares; 2025Q1: 2,690,870 shares; 2025Q2: 2,302,472 shares; 2025Q3: 2,179,523 shares 2,179,523 $199M 0.06% -122,949 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: restricted; 2024Q3: 1,565,093 shares; 2024Q4: 1,542,994 shares; 2025Q1: 2,376,385 shares; 2025Q2: 2,180,473 shares; 2025Q3: 2,124,046 shares 2,124,046 $198M 0.06% -56,427 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 683,380 shares; 2024Q4: 779,096 shares; 2025Q1: 959,449 shares; 2025Q2: 1,184,228 shares; 2025Q3: 1,434,007 shares 1,434,007 $198M 0.06% +249,779 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,186,638 shares; 2024Q4: 2,016,513 shares; 2025Q1: 2,277,133 shares; 2025Q2: 4,082,483 shares; 2025Q3: 3,872,944 shares 3,872,944 $196M 0.06% -209,539 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,020,708 shares; 2024Q4: 3,357,600 shares; 2025Q1: 2,991,319 shares; 2025Q2: 3,296,136 shares; 2025Q3: 3,327,522 shares 3,327,522 $196M 0.06% +31,386 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: restricted; 2024Q3: 1,343,873 shares; 2024Q4: 2,101,910 shares; 2025Q1: 2,500,128 shares; 2025Q2: 4,917,874 shares; 2025Q3: 7,286,467 shares 7,286,467 $196M 0.06% +2,368,593 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: restricted; 2024Q3: 2,367,224 shares; 2024Q4: 2,439,594 shares; 2025Q1: 2,496,532 shares; 2025Q2: 2,475,729 shares; 2025Q3: 2,044,444 shares 2,044,444 $194M 0.06% -431,285 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: restricted; 2024Q3: 4,053,805 shares; 2024Q4: 4,675,787 shares; 2025Q1: 4,557,756 shares; 2025Q2: 5,466,151 shares; 2025Q3: 5,085,362 shares 5,085,362 $192M 0.06% -380,789 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: restricted; 2024Q3: 863,662 shares; 2024Q4: 853,808 shares; 2025Q1: 831,637 shares; 2025Q2: 637,002 shares; 2025Q3: 651,049 shares 651,049 $191M 0.06% +14,047 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: restricted; 2024Q3: 728,184 shares; 2024Q4: 678,624 shares; 2025Q1: 656,706 shares; 2025Q2: 635,254 shares; 2025Q3: 637,406 shares 637,406 $190M 0.05% +2,152 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: restricted; 2024Q3: 4,189,933 shares; 2024Q4: 4,592,603 shares; 2025Q1: 5,698,776 shares; 2025Q2: 5,819,159 shares; 2025Q3: 3,949,293 shares 3,949,293 $190M 0.05% -1,869,866 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: restricted; 2024Q3: 1,623,130 shares; 2024Q4: 2,389,179 shares; 2025Q1: 3,147,197 shares; 2025Q2: 4,140,219 shares; 2025Q3: 5,448,051 shares 5,448,051 $189M 0.05% +1,307,832 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: restricted; 2024Q3: 2,389,509 shares; 2024Q4: 2,020,784 shares; 2025Q1: 1,952,612 shares; 2025Q2: 2,024,309 shares; 2025Q3: 2,071,692 shares 2,071,692 $188M 0.05% +47,383 Timeline 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: restricted; 2024Q3: 1,865,843 shares; 2024Q4: 1,729,552 shares; 2025Q1: 1,762,512 shares; 2025Q2: 1,658,017 shares; 2025Q3: 1,375,730 shares 1,375,730 $187M 0.05% -282,287 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,131,937 shares; 2024Q4: 1,136,610 shares; 2025Q1: 1,124,753 shares; 2025Q2: 1,084,743 shares; 2025Q3: 1,106,423 shares 1,106,423 $186M 0.05% +21,680 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,699 shares; 2024Q4: 174,094 shares; 2025Q1: 246,615 shares; 2025Q2: 293,042 shares; 2025Q3: 375,175 shares 375,175 $185M 0.05% +82,133 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 403,068 shares; 2024Q4: 422,698 shares; 2025Q1: 470,328 shares; 2025Q2: 448,988 shares; 2025Q3: 470,755 shares 470,755 $184M 0.05% +21,767 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 818,955 shares; 2024Q4: 784,543 shares; 2025Q1: 629,254 shares; 2025Q2: 784,475 shares; 2025Q3: 818,147 shares 818,147 $184M 0.05% +33,672 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 659,006 shares; 2024Q4: 650,786 shares; 2025Q1: 667,790 shares; 2025Q2: 704,475 shares; 2025Q3: 703,021 shares 703,021 $183M 0.05% -1,454 Timeline TSME THRIVENT ETF TRUST More: the full row for THRIVENT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,683 shares; 2025Q1: 37,808 shares; 2025Q2: 2,114,931 shares; 2025Q3: 4,398,789 shares 4,398,789 $183M 0.05% +2,283,858 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: restricted; 2024Q3: 633,505 shares; 2024Q4: 675,889 shares; 2025Q1: 602,899 shares; 2025Q2: 597,751 shares; 2025Q3: 572,080 shares 572,080 $182M 0.05% -25,671 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: restricted; 2024Q3: 1,452,134 shares; 2024Q4: 1,686,109 shares; 2025Q1: 2,142,220 shares; 2025Q2: 2,698,043 shares; 2025Q3: 3,169,751 shares 3,169,751 $181M 0.05% +471,708 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,303,131 shares; 2024Q4: 3,373,840 shares; 2025Q1: 3,434,797 shares; 2025Q2: 3,579,415 shares; 2025Q3: 3,943,441 shares 3,943,441 $180M 0.05% +364,026 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,549,831 shares; 2024Q4: 1,398,665 shares; 2025Q1: 1,386,878 shares; 2025Q2: 1,319,738 shares; 2025Q3: 1,306,931 shares 1,306,931 $180M 0.05% -12,807 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,393,318 shares; 2024Q4: 1,538,267 shares; 2025Q1: 2,241,631 shares; 2025Q2: 2,566,323 shares; 2025Q3: 2,766,966 shares 2,766,966 $180M 0.05% +200,643 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: restricted; 2024Q3: 3,579,221 shares; 2024Q4: 3,754,934 shares; 2025Q1: 3,098,187 shares; 2025Q2: 3,261,561 shares; 2025Q3: 3,882,503 shares 3,882,503 $180M 0.05% +620,942 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: restricted; 2024Q3: 454,808 shares; 2024Q4: 592,412 shares; 2025Q1: 936,286 shares; 2025Q2: 886,150 shares; 2025Q3: 974,280 shares 974,280 $178M 0.05% +88,130 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,051,255 shares; 2024Q4: 2,054,008 shares; 2025Q1: 2,129,657 shares; 2025Q2: 1,839,989 shares; 2025Q3: 1,904,423 shares 1,904,423 $177M 0.05% +64,434 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,702,309 shares; 2024Q4: 1,727,996 shares; 2025Q1: 1,638,123 shares; 2025Q2: 1,674,852 shares; 2025Q3: 1,621,727 shares 1,621,727 $176M 0.05% -53,125 Timeline IJK 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: restricted; 2024Q3: 1,716,894 shares; 2024Q4: 1,687,822 shares; 2025Q1: 1,717,728 shares; 2025Q2: 1,757,549 shares; 2025Q3: 1,823,064 shares 1,823,064 $175M 0.05% +65,515 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,455,623 shares; 2024Q4: 2,648,481 shares; 2025Q1: 2,859,047 shares; 2025Q2: 2,769,675 shares; 2025Q3: 2,903,334 shares 2,903,334 $173M 0.05% +133,659 EEMA 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: restricted; 2024Q3: 57,152 shares; 2024Q4: 71,577 shares; 2025Q1: 84,169 shares; 2025Q2: 1,902,443 shares; 2025Q3: 1,888,232 shares 1,888,232 $173M 0.05% -14,211 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: restricted; 2024Q3: 601,767 shares; 2024Q4: 639,025 shares; 2025Q1: 734,903 shares; 2025Q2: 790,677 shares; 2025Q3: 800,646 shares 800,646 $173M 0.05% +9,969 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: restricted; 2024Q3: 683,873 shares; 2024Q4: 694,836 shares; 2025Q1: 683,861 shares; 2025Q2: 705,489 shares; 2025Q3: 618,565 shares 618,565 $173M 0.05% -86,924 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: restricted; 2024Q3: 3,323,176 shares; 2024Q4: 3,387,826 shares; 2025Q1: 3,511,216 shares; 2025Q2: 5,259,954 shares; 2025Q3: 5,960,678 shares 5,960,678 $172M 0.05% +700,724 Timeline WTV 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: restricted; 2024Q3: 62,900 shares; 2024Q4: 50,084 shares; 2025Q1: 131,256 shares; 2025Q2: 1,780,632 shares; 2025Q3: 1,892,154 shares 1,892,154 $172M 0.05% +111,522 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,220,110 shares; 2024Q4: 2,346,428 shares; 2025Q1: 2,651,545 shares; 2025Q2: 2,865,547 shares; 2025Q3: 2,858,192 shares 2,858,192 $171M 0.05% -7,355 Timeline SCHI 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: restricted; 2024Q3: 3,733,596 shares; 2024Q4: 7,506,378 shares; 2025Q1: 7,463,475 shares; 2025Q2: 7,336,297 shares; 2025Q3: 7,363,237 shares 7,363,237 $170M 0.05% +26,940 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,055,584 shares; 2024Q4: 1,000,928 shares; 2025Q1: 1,065,625 shares; 2025Q2: 1,066,706 shares; 2025Q3: 1,053,493 shares 1,053,493 $168M 0.05% -13,213 Timeline VPL 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: restricted; 2024Q3: 3,830,354 shares; 2024Q4: 4,004,278 shares; 2025Q1: 3,959,869 shares; 2025Q2: 1,929,562 shares; 2025Q3: 1,905,847 shares 1,905,847 $167M 0.05% -23,715 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: restricted; 2024Q3: 307,830 shares; 2024Q4: 434,701 shares; 2025Q1: 1,044,169 shares; 2025Q2: 1,069,397 shares; 2025Q3: 3,916,963 shares 3,916,963 $167M 0.05% +2,847,566 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,423,339 shares; 2024Q4: 7,141,717 shares; 2025Q1: 6,342,023 shares; 2025Q2: 6,292,543 shares; 2025Q3: 5,758,596 shares 5,758,596 $166M 0.05% -533,947 Timeline SCHO 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: restricted; 2024Q3: 2,750,686 shares; 2024Q4: 7,207,855 shares; 2025Q1: 7,645,106 shares; 2025Q2: 8,046,412 shares; 2025Q3: 6,767,740 shares 6,767,740 $165M 0.05% -1,278,672 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: restricted; 2024Q3: 352,100 shares; 2024Q4: 351,038 shares; 2025Q1: 310,068 shares; 2025Q2: 340,634 shares; 2025Q3: 336,227 shares 336,227 $165M 0.05% -4,407 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 585,526 shares; 2024Q4: 589,072 shares; 2025Q1: 599,367 shares; 2025Q2: 544,103 shares; 2025Q3: 525,162 shares 525,162 $164M 0.05% -18,941 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,188,857 shares; 2024Q4: 2,216,616 shares; 2025Q1: 2,214,352 shares; 2025Q2: 2,231,529 shares; 2025Q3: 1,826,162 shares 1,826,162 $163M 0.05% -405,367 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: restricted; 2024Q3: 7,170,019 shares; 2024Q4: 6,714,303 shares; 2025Q1: 6,399,618 shares; 2025Q2: 5,516,335 shares; 2025Q3: 5,539,655 shares 5,539,655 $162M 0.05% +23,320 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,481,957 shares; 2024Q4: 3,761,641 shares; 2025Q1: 3,808,227 shares; 2025Q2: 6,394,055 shares; 2025Q3: 6,166,483 shares 6,166,483 $162M 0.05% -227,572 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,090,019 shares; 2024Q4: 3,065,753 shares; 2025Q1: 3,277,394 shares; 2025Q2: 3,434,999 shares; 2025Q3: 3,405,959 shares 3,405,959 $161M 0.05% -29,040 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,287,312 shares; 2024Q4: 1,404,552 shares; 2025Q1: 1,447,083 shares; 2025Q2: 2,792,258 shares; 2025Q3: 3,023,917 shares 3,023,917 $161M 0.05% +231,659 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,135 shares; 2024Q4: 125,163 shares; 2025Q1: 145,216 shares; 2025Q2: 158,126 shares; 2025Q3: 165,156 shares 165,156 $158M 0.05% +7,030 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,999,706 shares; 2024Q4: 29,456,729 shares; 2025Q1: 27,533,206 shares; 2025Q2: 28,762,442 shares; 2025Q3: 4,791,239 shares 4,791,239 $157M 0.05% -23,971,203 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: restricted; 2024Q3: 1,809,344 shares; 2024Q4: 1,706,047 shares; 2025Q1: 1,745,964 shares; 2025Q2: 1,905,093 shares; 2025Q3: 1,852,388 shares 1,852,388 $157M 0.05% -52,705 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,232,792 shares; 2024Q4: 1,336,716 shares; 2025Q1: 1,341,244 shares; 2025Q2: 1,318,402 shares; 2025Q3: 1,204,121 shares 1,204,121 $156M 0.05% -114,281 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 756,079 shares; 2024Q4: 748,324 shares; 2025Q1: 738,741 shares; 2025Q2: 762,937 shares; 2025Q3: 760,940 shares 760,940 $156M 0.04% -1,997 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: restricted; 2024Q3: 6,631,463 shares; 2024Q4: 1,503,674 shares; 2025Q1: 1,862,573 shares; 2025Q2: 3,138,485 shares; 2025Q3: 3,358,646 shares 3,358,646 $155M 0.04% +220,161 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: restricted; 2024Q3: 3,150,831 shares; 2024Q4: 3,294,658 shares; 2025Q1: 3,576,902 shares; 2025Q2: 3,571,048 shares; 2025Q3: 3,810,752 shares 3,810,752 $155M 0.04% +239,704 Timeline USXF 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: restricted; 2024Q3: 4,552,890 shares; 2024Q4: 5,079,847 shares; 2025Q1: 5,174,807 shares; 2025Q2: 3,730,985 shares; 2025Q3: 2,697,218 shares 2,697,218 $155M 0.04% -1,033,767 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 749,724 shares; 2024Q4: 700,160 shares; 2025Q1: 700,874 shares; 2025Q2: 674,631 shares; 2025Q3: 672,762 shares 672,762 $154M 0.04% -1,869 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: restricted; 2024Q3: 112,342 shares; 2024Q4: 104,554 shares; 2025Q1: 77,564 shares; 2025Q2: 111,719 shares; 2025Q3: 552,008 shares 552,008 $154M 0.04% +440,289 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,136,311 shares; 2024Q4: 2,041,069 shares; 2025Q1: 1,989,988 shares; 2025Q2: 2,167,998 shares; 2025Q3: 2,142,679 shares 2,142,679 $153M 0.04% -25,319 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 575,955 shares; 2024Q4: 491,593 shares; 2025Q1: 573,607 shares; 2025Q2: 523,014 shares; 2025Q3: 474,024 shares 474,024 $153M 0.04% -48,990 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: restricted; 2024Q3: 1,299,396 shares; 2024Q4: 1,238,477 shares; 2025Q1: 1,220,181 shares; 2025Q2: 1,211,883 shares; 2025Q3: 1,085,812 shares 1,085,812 $152M 0.04% -126,071 Timeline IGLB 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: restricted; 2024Q3: 2,814,470 shares; 2024Q4: 3,910,427 shares; 2025Q1: 4,153,552 shares; 2025Q2: 2,743,452 shares; 2025Q3: 2,935,199 shares 2,935,199 $151M 0.04% +191,747 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,244 shares; 2024Q4: 256,931 shares; 2025Q1: 291,532 shares; 2025Q2: 322,080 shares; 2025Q3: 346,614 shares 346,614 $151M 0.04% +24,534 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 686,462 shares; 2024Q4: 567,041 shares; 2025Q1: 532,308 shares; 2025Q2: 659,540 shares; 2025Q3: 678,339 shares 678,339 $151M 0.04% +18,799 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: restricted; 2024Q3: 1,514,153 shares; 2024Q4: 1,529,714 shares; 2025Q1: 1,863,078 shares; 2025Q2: 1,939,826 shares; 2025Q3: 1,990,902 shares 1,990,902 $150M 0.04% +51,076 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: restricted; 2024Q3: 1,925,507 shares; 2024Q4: 2,993,651 shares; 2025Q1: 3,636,850 shares; 2025Q2: 4,244,651 shares; 2025Q3: 5,400,596 shares 5,400,596 $150M 0.04% +1,155,945 Timeline GCOR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,812,165 shares; 2024Q4: 2,145,502 shares; 2025Q1: 1,856,601 shares; 2025Q2: 3,223,041 shares; 2025Q3: 3,569,255 shares 3,569,255 $149M 0.04% +346,214 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,276 shares; 2024Q4: 59,939 shares; 2025Q1: 63,431 shares; 2025Q2: 61,523 shares; 2025Q3: 63,733 shares 63,733 $149M 0.04% +2,210 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 363,467 shares; 2024Q4: 369,307 shares; 2025Q1: 402,412 shares; 2025Q2: 511,206 shares; 2025Q3: 344,273 shares 344,273 $149M 0.04% -166,933 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 772,624 shares; 2025Q2: 1,846,515 shares; 2025Q3: 5,204,921 shares 5,204,921 $148M 0.04% +3,358,406 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,434,514 shares; 2024Q4: 1,398,560 shares; 2025Q1: 1,441,300 shares; 2025Q2: 1,426,618 shares; 2025Q3: 1,547,626 shares 1,547,626 $148M 0.04% +121,008 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375,150 shares; 2024Q4: 368,560 shares; 2025Q1: 461,160 shares; 2025Q2: 428,491 shares; 2025Q3: 413,491 shares 413,491 $147M 0.04% -15,000 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,600 shares; 2024Q4: 173,872 shares; 2025Q1: 167,518 shares; 2025Q2: 169,907 shares; 2025Q3: 159,740 shares 159,740 $147M 0.04% -10,167 Timeline ESGD 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: restricted; 2024Q3: 1,753,487 shares; 2024Q4: 1,870,256 shares; 2025Q1: 1,784,896 shares; 2025Q2: 2,191,836 shares; 2025Q3: 1,565,608 shares 1,565,608 $146M 0.04% -626,228 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 708,764 shares; 2024Q4: 691,112 shares; 2025Q1: 839,085 shares; 2025Q2: 1,077,184 shares; 2025Q3: 1,154,892 shares 1,154,892 $146M 0.04% +77,708 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,879 shares; 2024Q4: 308,645 shares; 2025Q1: 310,038 shares; 2025Q2: 309,632 shares; 2025Q3: 290,070 shares 290,070 $145M 0.04% -19,562 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,618,187 shares; 2024Q4: 2,215,926 shares; 2025Q1: 1,976,554 shares; 2025Q2: 2,018,817 shares; 2025Q3: 2,138,576 shares 2,138,576 $145M 0.04% +119,759 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,670,593 shares; 2024Q4: 1,811,813 shares; 2025Q1: 1,785,263 shares; 2025Q2: 1,739,263 shares; 2025Q3: 1,709,175 shares 1,709,175 $144M 0.04% -30,088 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: restricted; 2024Q3: 274,104 shares; 2024Q4: 298,261 shares; 2025Q1: 334,751 shares; 2025Q2: 353,078 shares; 2025Q3: 340,546 shares 340,546 $144M 0.04% -12,532 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,496,032 shares; 2024Q4: 1,158,181 shares; 2025Q1: 1,253,900 shares; 2025Q2: 1,337,601 shares; 2025Q3: 1,430,054 shares 1,430,054 $143M 0.04% +92,453 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,056,667 shares; 2024Q4: 4,078,614 shares; 2025Q1: 4,151,771 shares; 2025Q2: 3,149,587 shares; 2025Q3: 3,172,552 shares 3,172,552 $143M 0.04% +22,965 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,216,574 shares; 2024Q4: 4,817,375 shares; 2025Q1: 4,731,906 shares; 2025Q2: 5,559,350 shares; 2025Q3: 6,007,639 shares 6,007,639 $142M 0.04% +448,289 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,023,915 shares; 2024Q4: 1,875,061 shares; 2025Q1: 2,070,071 shares; 2025Q2: 2,510,104 shares; 2025Q3: 3,109,031 shares 3,109,031 $142M 0.04% +598,927 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: restricted; 2024Q3: 4,435,873 shares; 2024Q4: 4,510,846 shares; 2025Q1: 4,621,872 shares; 2025Q2: 4,867,834 shares; 2025Q3: 4,996,351 shares 4,996,351 $141M 0.04% +128,517 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,057 shares; 2024Q4: 201,480 shares; 2025Q1: 205,079 shares; 2025Q2: 198,515 shares; 2025Q3: 231,802 shares 231,802 $141M 0.04% +33,287 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: restricted; 2024Q3: 901,790 shares; 2024Q4: 968,228 shares; 2025Q1: 1,013,814 shares; 2025Q2: 1,261,231 shares; 2025Q3: 1,154,000 shares 1,154,000 $140M 0.04% -107,231 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: restricted; 2024Q3: 4,097,090 shares; 2024Q4: 3,993,493 shares; 2025Q1: 3,937,187 shares; 2025Q2: 3,878,777 shares; 2025Q3: 4,620,146 shares 4,620,146 $140M 0.04% +741,369 Timeline QLTA 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: restricted; 2024Q3: 1,036,647 shares; 2024Q4: 1,319,689 shares; 2025Q1: 2,116,247 shares; 2025Q2: 2,251,409 shares; 2025Q3: 2,881,586 shares 2,881,586 $140M 0.04% +630,177 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,918 shares; 2024Q4: 187,258 shares; 2025Q1: 183,913 shares; 2025Q2: 183,700 shares; 2025Q3: 178,014 shares 178,014 $139M 0.04% -5,686 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: restricted; 2024Q3: 2,509,430 shares; 2024Q4: 2,671,997 shares; 2025Q1: 2,929,402 shares; 2025Q2: 2,829,210 shares; 2025Q3: 2,930,906 shares 2,930,906 $139M 0.04% +101,696 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: restricted; 2024Q3: 3,644,544 shares; 2024Q4: 3,337,058 shares; 2025Q1: 3,293,552 shares; 2025Q2: 3,061,677 shares; 2025Q3: 2,996,065 shares 2,996,065 $139M 0.04% -65,612 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,175,170 shares; 2024Q4: 1,266,355 shares; 2025Q1: 1,357,892 shares; 2025Q2: 1,533,713 shares; 2025Q3: 1,518,999 shares 1,518,999 $138M 0.04% -14,714 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,086,840 shares; 2024Q4: 1,888,372 shares; 2025Q1: 2,136,338 shares; 2025Q2: 3,535,836 shares; 2025Q3: 3,193,269 shares 3,193,269 $138M 0.04% -342,567 Timeline VWOB 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: restricted; 2024Q3: 1,532,564 shares; 2024Q4: 1,579,723 shares; 2025Q1: 1,720,769 shares; 2025Q2: 2,014,792 shares; 2025Q3: 2,059,231 shares 2,059,231 $138M 0.04% +44,439 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,881,024 shares; 2024Q4: 5,867,354 shares; 2025Q1: 5,191,699 shares; 2025Q2: 4,906,463 shares; 2025Q3: 2,822,780 shares 2,822,780 $136M 0.04% -2,083,683 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 482,860 shares; 2024Q4: 458,972 shares; 2025Q1: 427,178 shares; 2025Q2: 437,139 shares; 2025Q3: 438,476 shares 438,476 $136M 0.04% +1,337 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 632,808 shares; 2024Q4: 714,545 shares; 2025Q1: 648,036 shares; 2025Q2: 592,843 shares; 2025Q3: 563,281 shares 563,281 $134M 0.04% -29,562 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: restricted; 2024Q3: 2,380,689 shares; 2024Q4: 2,212,465 shares; 2025Q1: 2,249,561 shares; 2025Q2: 2,271,214 shares; 2025Q3: 2,198,075 shares 2,198,075 $134M 0.04% -73,139 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,244,403 shares; 2024Q4: 1,144,238 shares; 2025Q1: 1,372,417 shares; 2025Q2: 1,774,746 shares; 2025Q3: 1,835,914 shares 1,835,914 $133M 0.04% +61,168 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: restricted; 2024Q3: 2,670,220 shares; 2024Q4: 2,664,360 shares; 2025Q1: 2,384,736 shares; 2025Q2: 1,916,040 shares; 2025Q3: 1,650,075 shares 1,650,075 $133M 0.04% -265,965 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 810,816 shares; 2024Q4: 941,239 shares; 2025Q1: 868,017 shares; 2025Q2: 825,080 shares; 2025Q3: 844,561 shares 844,561 $133M 0.04% +19,481 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,138,645 shares; 2024Q4: 1,111,262 shares; 2025Q1: 1,284,083 shares; 2025Q2: 1,381,170 shares; 2025Q3: 1,615,471 shares 1,615,471 $133M 0.04% +234,301 Timeline ESGE 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: restricted; 2024Q3: 3,426,327 shares; 2024Q4: 3,457,898 shares; 2025Q1: 3,387,953 shares; 2025Q2: 3,418,362 shares; 2025Q3: 3,051,701 shares 3,051,701 $133M 0.04% -366,661 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: restricted; 2024Q3: 5,382,181 shares; 2024Q4: 5,395,396 shares; 2025Q1: 4,764,734 shares; 2025Q2: 4,794,652 shares; 2025Q3: 3,623,995 shares 3,623,995 $132M 0.04% -1,170,657 Timeline RGLO RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,933,293 shares; 2025Q3: 4,650,202 shares 4,650,202 $132M 0.04% +1,716,909 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316,670 shares; 2024Q4: 333,924 shares; 2025Q1: 384,482 shares; 2025Q2: 412,678 shares; 2025Q3: 397,355 shares 397,355 $132M 0.04% -15,323 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,297,919 shares; 2024Q4: 3,985,927 shares; 2025Q1: 4,739,173 shares; 2025Q2: 4,801,252 shares; 2025Q3: 4,873,497 shares 4,873,497 $131M 0.04% +72,245 Timeline SHYG 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: restricted; 2024Q3: 3,087,285 shares; 2024Q4: 3,226,183 shares; 2025Q1: 2,455,751 shares; 2025Q2: 4,008,178 shares; 2025Q3: 3,022,731 shares 3,022,731 $131M 0.04% -985,447 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,056,806 shares; 2024Q4: 1,063,540 shares; 2025Q1: 1,064,200 shares; 2025Q2: 1,008,330 shares; 2025Q3: 1,086,517 shares 1,086,517 $130M 0.04% +78,187 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,221,384 shares; 2024Q4: 1,207,966 shares; 2025Q1: 1,461,033 shares; 2025Q2: 1,579,600 shares; 2025Q3: 1,585,883 shares 1,585,883 $129M 0.04% +6,283 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,716 shares; 2024Q4: 149,574 shares; 2025Q1: 161,829 shares; 2025Q2: 230,911 shares; 2025Q3: 201,921 shares 201,921 $129M 0.04% -28,990 Timeline PFF 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: restricted; 2024Q3: 4,826,913 shares; 2024Q4: 4,788,572 shares; 2025Q1: 4,781,681 shares; 2025Q2: 4,212,625 shares; 2025Q3: 4,076,873 shares 4,076,873 $129M 0.04% -135,752 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: restricted; 2024Q3: 205,736 shares; 2024Q4: 263,073 shares; 2025Q1: 294,981 shares; 2025Q2: 341,325 shares; 2025Q3: 571,221 shares 571,221 $129M 0.04% +229,896 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,446,095 shares; 2024Q4: 1,429,237 shares; 2025Q1: 1,494,066 shares; 2025Q2: 1,515,505 shares; 2025Q3: 1,430,820 shares 1,430,820 $129M 0.04% -84,685 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: restricted; 2024Q3: 3,282,674 shares; 2024Q4: 3,626,083 shares; 2025Q1: 3,212,639 shares; 2025Q2: 3,307,425 shares; 2025Q3: 3,110,068 shares 3,110,068 $128M 0.04% -197,357 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 467,094 shares; 2024Q4: 480,755 shares; 2025Q1: 500,137 shares; 2025Q2: 484,985 shares; 2025Q3: 483,449 shares 483,449 $125M 0.04% -1,536 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: restricted; 2024Q3: 1,126,670 shares; 2024Q4: 1,469,314 shares; 2025Q1: 1,523,827 shares; 2025Q2: 933,246 shares; 2025Q3: 1,248,931 shares 1,248,931 $125M 0.04% +315,685 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,246,085 shares; 2024Q4: 1,635,723 shares; 2025Q1: 1,871,603 shares; 2025Q2: 2,225,457 shares; 2025Q3: 2,188,441 shares 2,188,441 $125M 0.04% -37,016 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,084 shares; 2024Q4: 250,291 shares; 2025Q1: 300,515 shares; 2025Q2: 327,553 shares; 2025Q3: 377,063 shares 377,063 $124M 0.04% +49,510 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 601,452 shares; 2024Q4: 416,511 shares; 2025Q1: 482,680 shares; 2025Q2: 633,262 shares; 2025Q3: 648,027 shares 648,027 $123M 0.04% +14,765 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 833,902 shares; 2024Q4: 864,386 shares; 2025Q1: 1,012,257 shares; 2025Q2: 931,197 shares; 2025Q3: 993,697 shares 993,697 $122M 0.04% +62,500 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 852,529 shares; 2024Q4: 736,470 shares; 2025Q1: 759,877 shares; 2025Q2: 780,250 shares; 2025Q3: 632,488 shares 632,488 $122M 0.04% -147,762 Timeline EEM 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: restricted; 2024Q3: 2,473,061 shares; 2024Q4: 2,261,895 shares; 2025Q1: 2,290,688 shares; 2025Q2: 2,278,564 shares; 2025Q3: 2,259,878 shares 2,259,878 $121M 0.03% -18,686 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: restricted; 2024Q3: 792,359 shares; 2024Q4: 772,732 shares; 2025Q1: 702,523 shares; 2025Q2: 836,341 shares; 2025Q3: 857,248 shares 857,248 $120M 0.03% +20,907 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: restricted; 2024Q3: 6,587,210 shares; 2024Q4: 13,506,832 shares; 2025Q1: 12,684,697 shares; 2025Q2: 12,494,818 shares; 2025Q3: 5,134,706 shares 5,134,706 $120M 0.03% -7,360,112 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: restricted; 2024Q3: 1,229,593 shares; 2024Q4: 1,340,492 shares; 2025Q1: 1,517,383 shares; 2025Q2: 1,580,283 shares; 2025Q3: 1,617,479 shares 1,617,479 $119M 0.03% +37,196 Timeline TFLO 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: restricted; 2024Q3: 3,161,489 shares; 2024Q4: 2,645,903 shares; 2025Q1: 2,230,627 shares; 2025Q2: 2,210,725 shares; 2025Q3: 2,347,201 shares 2,347,201 $119M 0.03% +136,476 Timeline IYG 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: restricted; 2024Q3: 1,458,998 shares; 2024Q4: 1,438,526 shares; 2025Q1: 1,427,297 shares; 2025Q2: 1,296,325 shares; 2025Q3: 1,323,623 shares 1,323,623 $119M 0.03% +27,298 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: restricted; 2024Q3: 317,465 shares; 2024Q4: 299,328 shares; 2025Q1: 329,177 shares; 2025Q2: 411,313 shares; 2025Q3: 409,904 shares 409,904 $118M 0.03% -1,409 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,431,873 shares; 2024Q4: 2,724,746 shares; 2025Q1: 2,975,310 shares; 2025Q2: 3,032,410 shares; 2025Q3: 3,176,997 shares 3,176,997 $118M 0.03% +144,587 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 633,156 shares; 2024Q4: 600,822 shares; 2025Q1: 695,949 shares; 2025Q2: 697,250 shares; 2025Q3: 750,689 shares 750,689 $118M 0.03% +53,439 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,983,330 shares; 2024Q4: 1,486,790 shares; 2025Q1: 1,398,865 shares; 2025Q2: 1,517,244 shares; 2025Q3: 1,428,011 shares 1,428,011 $118M 0.03% -89,233 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,789,112 shares; 2024Q4: 1,948,797 shares; 2025Q1: 1,732,283 shares; 2025Q2: 1,701,374 shares; 2025Q3: 1,709,236 shares 1,709,236 $117M 0.03% +7,862 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: restricted; 2024Q3: 2,544,512 shares; 2024Q4: 2,974,793 shares; 2025Q1: 3,132,744 shares; 2025Q2: 2,974,264 shares; 2025Q3: 3,067,640 shares 3,067,640 $117M 0.03% +93,376 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: restricted; 2024Q3: 1,885,360 shares; 2024Q4: 1,859,124 shares; 2025Q1: 1,687,918 shares; 2025Q2: 1,575,162 shares; 2025Q3: 1,387,044 shares 1,387,044 $117M 0.03% -188,118 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,292,262 shares; 2024Q4: 1,967,541 shares; 2025Q1: 2,794,427 shares; 2025Q2: 3,576,899 shares; 2025Q3: 4,374,447 shares 4,374,447 $116M 0.03% +797,548 Timeline GVI 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: restricted; 2024Q3: 1,933,635 shares; 2024Q4: 1,309,745 shares; 2025Q1: 1,129,467 shares; 2025Q2: 1,050,413 shares; 2025Q3: 1,081,341 shares 1,081,341 $116M 0.03% +30,928 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348,244 shares; 2024Q4: 466,689 shares; 2025Q1: 456,552 shares; 2025Q2: 446,127 shares; 2025Q3: 386,090 shares 386,090 $116M 0.03% -60,037 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,039,331 shares; 2024Q4: 989,628 shares; 2025Q1: 347,592 shares; 2025Q2: 565,904 shares; 2025Q3: 683,876 shares 683,876 $116M 0.03% +117,972 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527,885 shares; 2024Q4: 566,491 shares; 2025Q1: 702,560 shares; 2025Q2: 829,777 shares; 2025Q3: 815,248 shares 815,248 $116M 0.03% -14,529 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,920 shares; 2024Q4: 186,941 shares; 2025Q1: 181,868 shares; 2025Q2: 181,115 shares; 2025Q3: 182,348 shares 182,348 $115M 0.03% +1,233 Timeline VGLT 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: restricted; 2024Q3: 1,541,145 shares; 2024Q4: 1,551,916 shares; 2025Q1: 1,658,271 shares; 2025Q2: 1,680,907 shares; 2025Q3: 2,005,145 shares 2,005,145 $114M 0.03% +324,238 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,920,597 shares; 2024Q4: 38,231,301 shares; 2025Q1: 35,031,917 shares; 2025Q2: 36,539,311 shares; 2025Q3: 3,014,081 shares 3,014,081 $114M 0.03% -33,525,230 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335,626 shares; 2024Q4: 292,190 shares; 2025Q1: 281,811 shares; 2025Q2: 220,142 shares; 2025Q3: 234,470 shares 234,470 $114M 0.03% +14,328 Timeline SHV 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: restricted; 2024Q3: 1,269,033 shares; 2024Q4: 1,081,825 shares; 2025Q1: 993,179 shares; 2025Q2: 1,105,942 shares; 2025Q3: 1,028,667 shares 1,028,667 $114M 0.03% -77,275 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,267 shares; 2024Q4: 347,555 shares; 2025Q1: 871,971 shares; 2025Q2: 1,598,821 shares; 2025Q3: 2,438,090 shares 2,438,090 $113M 0.03% +839,269 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 789,742 shares; 2024Q4: 761,401 shares; 2025Q1: 727,854 shares; 2025Q2: 647,407 shares; 2025Q3: 602,426 shares 602,426 $113M 0.03% -44,981 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,141,242 shares; 2024Q4: 1,150,999 shares; 2025Q1: 1,631,353 shares; 2025Q2: 1,767,771 shares; 2025Q3: 1,963,989 shares 1,963,989 $113M 0.03% +196,218 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,298,292 shares; 2024Q4: 1,321,633 shares; 2025Q1: 1,354,268 shares; 2025Q2: 1,407,412 shares; 2025Q3: 1,389,975 shares 1,389,975 $112M 0.03% -17,437 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,766 shares; 2024Q4: 267,079 shares; 2025Q1: 258,824 shares; 2025Q2: 266,751 shares; 2025Q3: 241,566 shares 241,566 $112M 0.03% -25,185 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,908 shares; 2024Q4: 260,104 shares; 2025Q1: 268,284 shares; 2025Q2: 262,737 shares; 2025Q3: 276,750 shares 276,750 $112M 0.03% +14,013 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,882 shares; 2024Q4: 238,900 shares; 2025Q1: 307,349 shares; 2025Q2: 315,735 shares; 2025Q3: 912,144 shares 912,144 $111M 0.03% +596,409 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: restricted; 2024Q3: 2,475,235 shares; 2024Q4: 2,333,475 shares; 2025Q1: 2,447,086 shares; 2025Q2: 2,465,735 shares; 2025Q3: 1,603,773 shares 1,603,773 $110M 0.03% -861,962 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,173,840 shares; 2024Q4: 1,370,132 shares; 2025Q1: 1,461,878 shares; 2025Q2: 1,639,645 shares; 2025Q3: 1,840,266 shares 1,840,266 $110M 0.03% +200,621 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: restricted; 2024Q3: 27,253,947 shares; 2024Q4: 28,739,435 shares; 2025Q1: 23,065,427 shares; 2025Q2: 3,238,294 shares; 2025Q3: 1,610,115 shares 1,610,115 $109M 0.03% -1,628,179 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 574,006 shares; 2024Q4: 568,958 shares; 2025Q1: 602,612 shares; 2025Q2: 647,173 shares; 2025Q3: 635,740 shares 635,740 $109M 0.03% -11,433 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: restricted; 2024Q3: 5,162,110 shares; 2024Q4: 14,690,875 shares; 2025Q1: 13,226,354 shares; 2025Q2: 13,363,128 shares; 2025Q3: 4,119,628 shares 4,119,628 $109M 0.03% -9,243,500 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368,050 shares; 2024Q4: 372,362 shares; 2025Q1: 374,011 shares; 2025Q2: 1,135,024 shares; 2025Q3: 1,433,373 shares 1,433,373 $108M 0.03% +298,349 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: restricted; 2024Q3: 185,797 shares; 2024Q4: 174,259 shares; 2025Q1: 174,632 shares; 2025Q2: 184,143 shares; 2025Q3: 166,301 shares 166,301 $108M 0.03% -17,842 Timeline QINT 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: restricted; 2024Q3: 1,532,636 shares; 2024Q4: 1,566,497 shares; 2025Q1: 872,812 shares; 2025Q2: 1,730,812 shares; 2025Q3: 1,760,564 shares 1,760,564 $108M 0.03% +29,752 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: restricted; 2024Q3: 2,006,252 shares; 2024Q4: 1,945,071 shares; 2025Q1: 1,880,368 shares; 2025Q2: 2,133,069 shares; 2025Q3: 2,134,813 shares 2,134,813 $107M 0.03% +1,744 Timeline BCHP PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,458,831 shares; 2024Q4: 1,493,790 shares; 2025Q1: 2,210,365 shares; 2025Q2: 2,143,784 shares; 2025Q3: 2,847,343 shares 2,847,343 $107M 0.03% +703,559 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,120,017 shares; 2024Q4: 1,066,153 shares; 2025Q1: 613,792 shares; 2025Q2: 656,265 shares; 2025Q3: 618,929 shares 618,929 $107M 0.03% -37,336 Timeline MTBA 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: restricted; 2024Q3: 1,441,450 shares; 2024Q4: 1,582,933 shares; 2025Q1: 1,929,742 shares; 2025Q2: 1,976,092 shares; 2025Q3: 2,117,637 shares 2,117,637 $107M 0.03% +141,545 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,913 shares; 2024Q4: 272,749 shares; 2025Q1: 227,260 shares; 2025Q2: 182,537 shares; 2025Q3: 187,544 shares 187,544 $106M 0.03% +5,007 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,496,226 shares; 2024Q4: 1,308,861 shares; 2025Q1: 1,188,030 shares; 2025Q2: 1,141,165 shares; 2025Q3: 1,134,550 shares 1,134,550 $106M 0.03% -6,615 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 546,260 shares; 2024Q4: 499,026 shares; 2025Q1: 480,738 shares; 2025Q2: 527,520 shares; 2025Q3: 649,318 shares 649,318 $105M 0.03% +121,798 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: restricted; 2024Q3: 2,074,596 shares; 2024Q4: 2,170,933 shares; 2025Q1: 1,776,044 shares; 2025Q2: 1,675,801 shares; 2025Q3: 1,725,197 shares 1,725,197 $105M 0.03% +49,396 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 408,321 shares; 2024Q4: 476,051 shares; 2025Q1: 527,039 shares; 2025Q2: 536,478 shares; 2025Q3: 535,768 shares 535,768 $105M 0.03% -710 Timeline DIHP 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: restricted; 2024Q3: 22,436,808 shares; 2024Q4: 23,922,267 shares; 2025Q1: 22,605,493 shares; 2025Q2: 25,252,358 shares; 2025Q3: 3,444,699 shares 3,444,699 $105M 0.03% -21,807,659 Timeline FDMO 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: restricted; 2024Q3: 1,065,294 shares; 2024Q4: 1,054,710 shares; 2025Q1: 1,165,063 shares; 2025Q2: 1,189,877 shares; 2025Q3: 1,258,647 shares 1,258,647 $105M 0.03% +68,770 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,946 shares; 2024Q4: 105,401 shares; 2025Q1: 104,308 shares; 2025Q2: 107,175 shares; 2025Q3: 109,723 shares 109,723 $105M 0.03% +2,548 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 555,233 shares; 2024Q4: 498,431 shares; 2025Q1: 470,374 shares; 2025Q2: 435,191 shares; 2025Q3: 414,532 shares 414,532 $104M 0.03% -20,659 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: restricted; 2024Q3: 1,060,732 shares; 2024Q4: 1,173,642 shares; 2025Q1: 1,338,383 shares; 2025Q2: 2,092,562 shares; 2025Q3: 2,311,564 shares 2,311,564 $103M 0.03% +219,002 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: restricted; 2024Q3: 1,199,938 shares; 2024Q4: 1,112,367 shares; 2025Q1: 1,226,852 shares; 2025Q2: 956,797 shares; 2025Q3: 1,019,354 shares 1,019,354 $103M 0.03% +62,557 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,251,613 shares; 2024Q4: 1,128,926 shares; 2025Q1: 1,361,393 shares; 2025Q2: 1,648,459 shares; 2025Q3: 1,840,363 shares 1,840,363 $103M 0.03% +191,904 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,214,842 shares; 2024Q4: 802,709 shares; 2025Q1: 814,586 shares; 2025Q2: 1,129,688 shares; 2025Q3: 911,185 shares 911,185 $102M 0.03% -218,503 Timeline