IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,647,971 shares; 2024Q4: 33,534,071 shares; 2025Q1: 35,694,204 shares; 2025Q2: 28,368,848 shares; 2025Q3: 28,570,831 shares; 2025Q4: 26,342,326 shares 26,342,326 $18B 5.35% -2,228,505 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,198,395 shares; 2024Q4: 65,042,782 shares; 2025Q1: 68,717,930 shares; 2025Q2: 71,238,406 shares; 2025Q3: 111,018,724 shares; 2025Q4: 110,605,611 shares 110,605,611 $6.73B 2% -413,113 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,941,985 shares; 2024Q4: 13,435,769 shares; 2025Q1: 18,643,646 shares; 2025Q2: 20,983,503 shares; 2025Q3: 22,121,389 shares; 2025Q4: 28,393,408 shares 28,393,408 $6.02B 1.79% +6,272,019 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,010,384 shares; 2024Q4: 141,114,590 shares; 2025Q1: 142,166,292 shares; 2025Q2: 135,102,602 shares; 2025Q3: 123,224,571 shares; 2025Q4: 119,092,213 shares 119,092,213 $5.54B 1.64% -4,132,358 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,491,725 shares; 2024Q4: 45,729,472 shares; 2025Q1: 48,079,544 shares; 2025Q2: 45,376,880 shares; 2025Q3: 45,556,746 shares; 2025Q4: 43,645,204 shares 43,645,204 $5.38B 1.6% -1,911,542 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,604,861 shares; 2024Q4: 28,134,631 shares; 2025Q1: 39,355,640 shares; 2025Q2: 61,140,388 shares; 2025Q3: 70,130,248 shares; 2025Q4: 78,380,258 shares 78,380,258 $5.27B 1.56% +8,250,010 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,084,597 shares; 2024Q4: 10,318,112 shares; 2025Q1: 10,552,235 shares; 2025Q2: 11,022,345 shares; 2025Q3: 11,030,769 shares; 2025Q4: 10,429,019 shares 10,429,019 $5.04B 1.5% -601,750 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,488,801 shares; 2024Q4: 98,087,890 shares; 2025Q1: 98,747,918 shares; 2025Q2: 99,706,551 shares; 2025Q3: 82,836,571 shares; 2025Q4: 76,401,735 shares 76,401,735 $4.77B 1.42% -6,434,836 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,766,534 shares; 2024Q4: 12,302,689 shares; 2025Q1: 11,779,902 shares; 2025Q2: 11,926,171 shares; 2025Q3: 8,793,364 shares; 2025Q4: 6,497,051 shares 6,497,051 $4.07B 1.21% -2,296,313 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,794,710 shares; 2024Q4: 20,106,381 shares; 2025Q1: 20,213,786 shares; 2025Q2: 20,792,247 shares; 2025Q3: 21,895,965 shares; 2025Q4: 20,283,049 shares 20,283,049 $3.87B 1.15% -1,612,916 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,572,333 shares; 2024Q4: 20,508,958 shares; 2025Q1: 20,994,899 shares; 2025Q2: 21,961,065 shares; 2025Q3: 22,223,464 shares; 2025Q4: 20,740,532 shares 20,740,532 $3.87B 1.15% -1,482,932 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,995,134 shares; 2024Q4: 58,027,852 shares; 2025Q1: 46,748,889 shares; 2025Q2: 70,125,413 shares; 2025Q3: 60,469,172 shares; 2025Q4: 52,878,367 shares 52,878,367 $3.78B 1.12% -7,590,805 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,274,945 shares; 2024Q4: 8,197,699 shares; 2025Q1: 8,048,032 shares; 2025Q2: 8,127,139 shares; 2025Q3: 8,318,538 shares; 2025Q4: 7,655,628 shares 7,655,628 $3.73B 1.11% -662,910 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 633,190 shares; 2024Q4: 684,408 shares; 2025Q1: 4,102,712 shares; 2025Q2: 5,889,620 shares; 2025Q3: 10,736,206 shares; 2025Q4: 10,595,755 shares 10,595,755 $3.63B 1.08% -140,451 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,879,111 shares; 2024Q4: 51,597,816 shares; 2025Q1: 48,489,412 shares; 2025Q2: 54,218,326 shares; 2025Q3: 35,061,214 shares; 2025Q4: 35,977,259 shares 35,977,259 $3.59B 1.07% +916,045 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,545,236 shares; 2024Q4: 29,141,751 shares; 2025Q1: 31,853,469 shares; 2025Q2: 32,478,050 shares; 2025Q3: 26,102,345 shares; 2025Q4: 16,736,082 shares 16,736,082 $3.32B 0.99% -9,366,263 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,837,372 shares; 2024Q4: 13,054,043 shares; 2025Q1: 12,566,629 shares; 2025Q2: 12,733,860 shares; 2025Q3: 12,378,348 shares; 2025Q4: 11,675,095 shares 11,675,095 $3.17B 0.94% -703,253 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,779,691 shares; 2024Q4: 37,639,410 shares; 2025Q1: 36,560,015 shares; 2025Q2: 40,235,704 shares; 2025Q3: 39,090,069 shares; 2025Q4: 34,884,494 shares 34,884,494 $3.12B 0.93% -4,205,575 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,555,144 shares; 2024Q4: 12,393,652 shares; 2025Q1: 12,615,179 shares; 2025Q2: 13,082,040 shares; 2025Q3: 12,879,127 shares; 2025Q4: 12,098,043 shares 12,098,043 $2.79B 0.83% -781,084 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,225,928 shares; 2024Q4: 5,383,487 shares; 2025Q1: 5,214,745 shares; 2025Q2: 5,285,390 shares; 2025Q3: 5,171,141 shares; 2025Q4: 5,266,916 shares 5,266,916 $2.49B 0.74% +95,775 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,433,729 shares; 2024Q4: 28,770,337 shares; 2025Q1: 26,613,643 shares; 2025Q2: 26,767,449 shares; 2025Q3: 27,494,519 shares; 2025Q4: 26,058,632 shares 26,058,632 $2.48B 0.74% -1,435,887 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,445,622 shares; 2024Q4: 3,346,079 shares; 2025Q1: 14,346,414 shares; 2025Q2: 19,217,499 shares; 2025Q3: 24,840,459 shares; 2025Q4: 23,581,855 shares 23,581,855 $2.4B 0.71% -1,258,604 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,130,850 shares; 2024Q4: 60,174,949 shares; 2025Q1: 60,187,645 shares; 2025Q2: 61,993,523 shares; 2025Q3: 44,832,761 shares; 2025Q4: 47,193,352 shares 47,193,352 $2.28B 0.68% +2,360,591 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,694,310 shares; 2024Q4: 28,411,017 shares; 2025Q1: 34,056,217 shares; 2025Q2: 34,572,306 shares; 2025Q3: 34,554,428 shares; 2025Q4: 34,200,178 shares 34,200,178 $2.26B 0.67% -354,250 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,772,291 shares; 2024Q4: 6,638,629 shares; 2025Q1: 6,862,206 shares; 2025Q2: 7,096,314 shares; 2025Q3: 6,769,686 shares; 2025Q4: 6,430,562 shares 6,430,562 $2.23B 0.66% -339,124 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,016,298 shares; 2024Q4: 7,083,363 shares; 2025Q1: 7,077,702 shares; 2025Q2: 7,280,489 shares; 2025Q3: 7,078,742 shares; 2025Q4: 6,778,558 shares 6,778,558 $2.18B 0.65% -300,184 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,938,669 shares; 2024Q4: 42,485,323 shares; 2025Q1: 48,260,555 shares; 2025Q2: 55,240,546 shares; 2025Q3: 61,891,690 shares; 2025Q4: 64,327,203 shares 64,327,203 $2.1B 0.62% +2,435,513 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,563,283 shares; 2024Q4: 6,699,712 shares; 2025Q1: 6,794,160 shares; 2025Q2: 6,841,413 shares; 2025Q3: 7,463,936 shares; 2025Q4: 6,693,651 shares 6,693,651 $2.1B 0.62% -770,285 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,956,886 shares; 2024Q4: 12,608,593 shares; 2025Q1: 11,545,598 shares; 2025Q2: 12,639,702 shares; 2025Q3: 6,193,973 shares; 2025Q4: 7,883,307 shares 7,883,307 $1.97B 0.59% +1,689,334 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,767,487 shares; 2024Q4: 18,162,200 shares; 2025Q1: 17,810,343 shares; 2025Q2: 16,819,881 shares; 2025Q3: 14,749,090 shares; 2025Q4: 16,340,857 shares 16,340,857 $1.96B 0.58% +1,591,767 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,667,204 shares; 2024Q4: 56,123,893 shares; 2025Q1: 53,846,993 shares; 2025Q2: 54,699,168 shares; 2025Q3: 27,978,604 shares; 2025Q4: 24,510,369 shares 24,510,369 $1.93B 0.57% -3,468,235 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,325,784 shares; 2024Q4: 6,407,337 shares; 2025Q1: 6,033,670 shares; 2025Q2: 5,922,093 shares; 2025Q3: 5,799,986 shares; 2025Q4: 5,749,098 shares 5,749,098 $1.93B 0.57% -50,888 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,973,766 shares; 2025Q3: 56,450,098 shares; 2025Q4: 57,880,516 shares 57,880,516 $1.93B 0.57% +1,430,418 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,906,729 shares; 2025Q2: 47,621,954 shares; 2025Q3: 49,958,792 shares; 2025Q4: 49,825,081 shares 49,825,081 $1.92B 0.57% -133,711 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,921,978 shares; 2024Q4: 42,425,421 shares; 2025Q1: 43,805,548 shares; 2025Q2: 44,048,578 shares; 2025Q3: 36,359,690 shares; 2025Q4: 35,428,218 shares 35,428,218 $1.9B 0.57% -931,472 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,214,365 shares; 2024Q4: 2,376,154 shares; 2025Q1: 2,553,713 shares; 2025Q2: 2,880,603 shares; 2025Q3: 3,015,736 shares; 2025Q4: 2,832,482 shares 2,832,482 $1.87B 0.55% -183,254 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,569,058 shares; 2024Q4: 7,653,767 shares; 2025Q1: 7,448,763 shares; 2025Q2: 7,601,275 shares; 2025Q3: 7,486,858 shares; 2025Q4: 7,380,169 shares 7,380,169 $1.87B 0.55% -106,689 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,388,874 shares; 2024Q4: 6,386,262 shares; 2025Q1: 6,439,153 shares; 2025Q2: 6,212,496 shares; 2025Q3: 6,225,962 shares; 2025Q4: 5,836,650 shares 5,836,650 $1.83B 0.54% -389,312 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,153,867 shares; 2024Q4: 2,968,980 shares; 2025Q1: 2,931,694 shares; 2025Q2: 2,922,301 shares; 2025Q3: 2,986,326 shares; 2025Q4: 2,945,721 shares 2,945,721 $1.81B 0.54% -40,605 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,259,841 shares; 2024Q4: 4,682,078 shares; 2025Q1: 4,466,294 shares; 2025Q2: 4,454,855 shares; 2025Q3: 4,183,653 shares; 2025Q4: 4,567,946 shares 4,567,946 $1.71B 0.51% +384,293 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,748,725 shares; 2024Q4: 2,732,956 shares; 2025Q1: 2,568,893 shares; 2025Q2: 2,682,046 shares; 2025Q3: 2,617,890 shares; 2025Q4: 2,472,999 shares 2,472,999 $1.69B 0.5% -144,891 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,272,969 shares; 2024Q4: 5,425,319 shares; 2025Q1: 5,062,911 shares; 2025Q2: 5,534,255 shares; 2025Q3: 5,284,324 shares; 2025Q4: 11,665,034 shares 11,665,034 $1.68B 0.5% +6,380,710 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,988,838 shares; 2024Q4: 71,528,583 shares; 2025Q1: 74,117,889 shares; 2025Q2: 74,588,153 shares; 2025Q3: 76,659,922 shares; 2025Q4: 72,310,956 shares 72,310,956 $1.66B 0.49% -4,348,966 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,477,112 shares; 2024Q4: 7,877,198 shares; 2025Q1: 6,542,115 shares; 2025Q2: 6,599,784 shares; 2025Q3: 6,693,245 shares; 2025Q4: 7,746,341 shares 7,746,341 $1.63B 0.48% +1,053,096 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,991,524 shares; 2024Q4: 20,355,438 shares; 2025Q1: 20,251,385 shares; 2025Q2: 20,910,927 shares; 2025Q3: 21,594,592 shares; 2025Q4: 21,470,033 shares 21,470,033 $1.59B 0.47% -124,559 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,583,931 shares; 2024Q4: 10,778,652 shares; 2025Q1: 17,575,718 shares; 2025Q2: 13,896,829 shares; 2025Q3: 20,520,705 shares; 2025Q4: 19,303,975 shares 19,303,975 $1.57B 0.46% -1,216,730 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,219,598 shares; 2024Q4: 20,358,585 shares; 2025Q1: 19,466,369 shares; 2025Q2: 20,357,173 shares; 2025Q3: 14,278,109 shares; 2025Q4: 14,182,545 shares 14,182,545 $1.52B 0.45% -95,564 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,570,831 shares; 2024Q4: 21,672,617 shares; 2025Q1: 21,797,646 shares; 2025Q2: 22,834,324 shares; 2025Q3: 27,211,312 shares; 2025Q4: 27,502,755 shares 27,502,755 $1.45B 0.43% +291,443 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,289,218 shares; 2024Q4: 12,924,595 shares; 2025Q1: 14,260,404 shares; 2025Q2: 15,884,712 shares; 2025Q3: 16,868,988 shares; 2025Q4: 17,891,359 shares 17,891,359 $1.44B 0.43% +1,022,371 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,063,862 shares; 2024Q4: 22,207,028 shares; 2025Q1: 23,160,119 shares; 2025Q2: 18,341,828 shares; 2025Q3: 22,039,582 shares; 2025Q4: 25,401,227 shares 25,401,227 $1.39B 0.41% +3,361,645 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,203,361 shares; 2024Q4: 4,135,855 shares; 2025Q1: 4,158,933 shares; 2025Q2: 4,321,111 shares; 2025Q3: 4,214,510 shares; 2025Q4: 3,771,195 shares 3,771,195 $1.32B 0.39% -443,315 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,910,184 shares; 2024Q4: 16,853,798 shares; 2025Q1: 18,092,410 shares; 2025Q2: 18,569,598 shares; 2025Q3: 19,586,319 shares; 2025Q4: 16,837,768 shares 16,837,768 $1.31B 0.39% -2,748,551 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,456,217 shares; 2025Q4: 50,529,346 shares 50,529,346 $1.29B 0.38% +1,073,129 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451,194 shares; 2024Q4: 438,821 shares; 2025Q1: 522,390 shares; 2025Q2: 863,882 shares; 2025Q3: 1,720,955 shares; 2025Q4: 4,959,403 shares 4,959,403 $1.25B 0.37% +3,238,448 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,762,720 shares; 2024Q4: 12,217,969 shares; 2025Q1: 12,398,140 shares; 2025Q2: 12,444,874 shares; 2025Q3: 12,820,353 shares; 2025Q4: 12,713,897 shares 12,713,897 $1.22B 0.36% -106,456 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,800,033 shares; 2024Q4: 14,915,520 shares; 2025Q1: 15,030,769 shares; 2025Q2: 17,514,256 shares; 2025Q3: 10,453,511 shares; 2025Q4: 15,611,896 shares 15,611,896 $1.2B 0.36% +5,158,385 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,078,284 shares; 2024Q4: 16,832,670 shares; 2025Q1: 5,757,808 shares; 2025Q2: 10,227,943 shares; 2025Q3: 10,982,338 shares; 2025Q4: 11,183,332 shares 11,183,332 $1.19B 0.35% +200,994 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 908,667 shares; 2024Q4: 950,336 shares; 2025Q1: 1,112,001 shares; 2025Q2: 1,212,832 shares; 2025Q3: 1,166,260 shares; 2025Q4: 1,106,658 shares 1,106,658 $1.19B 0.35% -59,602 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 760,307 shares; 2024Q4: 772,245 shares; 2025Q1: 764,746 shares; 2025Q2: 21,033,179 shares; 2025Q3: 22,186,405 shares; 2025Q4: 22,105,377 shares 22,105,377 $1.11B 0.33% -81,028 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,978,630 shares; 2024Q4: 4,963,812 shares; 2025Q1: 5,059,568 shares; 2025Q2: 5,377,307 shares; 2025Q3: 5,298,752 shares; 2025Q4: 4,828,226 shares 4,828,226 $1.1B 0.33% -470,526 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,867,403 shares; 2024Q4: 3,779,426 shares; 2025Q1: 3,727,316 shares; 2025Q2: 3,860,621 shares; 2025Q3: 3,842,516 shares; 2025Q4: 3,538,545 shares 3,538,545 $1.08B 0.32% -303,971 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; 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; 2025Q4: 22,406,134 shares 22,406,134 $1.05B 0.31% +185,179 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,995,980 shares; 2024Q4: 2,049,991 shares; 2025Q1: 2,022,845 shares; 2025Q2: 2,044,613 shares; 2025Q3: 2,031,235 shares; 2025Q4: 1,788,070 shares 1,788,070 $1.02B 0.3% -243,165 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,919 shares; 2024Q4: 161,306 shares; 2025Q1: 227,195 shares; 2025Q2: 269,436 shares; 2025Q3: 4,780,198 shares; 2025Q4: 4,715,975 shares 4,715,975 $1.01B 0.3% -64,223 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,375,434 shares; 2024Q4: 11,037,899 shares; 2025Q1: 11,402,466 shares; 2025Q2: 11,530,677 shares; 2025Q3: 12,065,085 shares; 2025Q4: 11,735,983 shares 11,735,983 $993M 0.29% -329,102 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,414,294 shares; 2024Q4: 4,542,668 shares; 2025Q1: 4,711,203 shares; 2025Q2: 4,920,548 shares; 2025Q3: 5,135,378 shares; 2025Q4: 4,559,197 shares 4,559,197 $944M 0.28% -576,181 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; 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; 2025Q4: 22,566,633 shares 22,566,633 $940M 0.28% +1,988,547 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,600,995 shares; 2024Q4: 5,537,859 shares; 2025Q1: 5,719,832 shares; 2025Q2: 6,024,901 shares; 2025Q3: 6,009,976 shares; 2025Q4: 5,687,615 shares 5,687,615 $912M 0.27% -322,361 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,340,883 shares; 2024Q4: 10,405,350 shares; 2025Q1: 11,516,340 shares; 2025Q2: 10,086,376 shares; 2025Q3: 10,372,500 shares; 2025Q4: 10,886,814 shares 10,886,814 $912M 0.27% +514,314 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,687,920 shares; 2024Q4: 12,441,703 shares; 2025Q1: 12,632,241 shares; 2025Q2: 12,554,381 shares; 2025Q3: 12,216,981 shares; 2025Q4: 11,876,876 shares 11,876,876 $896M 0.27% -340,105 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,208,731 shares; 2024Q4: 5,260,755 shares; 2025Q1: 4,960,666 shares; 2025Q2: 5,176,056 shares; 2025Q3: 4,308,811 shares; 2025Q4: 3,244,942 shares 3,244,942 $837M 0.25% -1,063,869 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,773,463 shares; 2024Q4: 1,746,327 shares; 2025Q1: 1,656,598 shares; 2025Q2: 11,012,886 shares; 2025Q3: 10,903,214 shares; 2025Q4: 10,876,784 shares 10,876,784 $824M 0.24% -26,430 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,637,656 shares; 2024Q4: 1,621,098 shares; 2025Q1: 1,929,629 shares; 2025Q2: 1,990,778 shares; 2025Q3: 5,397,376 shares; 2025Q4: 6,007,797 shares 6,007,797 $823M 0.24% +610,421 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,799,885 shares; 2024Q4: 11,136,141 shares; 2025Q1: 15,207,625 shares; 2025Q2: 16,720,692 shares; 2025Q3: 17,388,906 shares; 2025Q4: 18,829,604 shares 18,829,604 $822M 0.24% +1,440,698 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,726,003 shares; 2025Q4: 32,461,098 shares 32,461,098 $805M 0.24% +2,735,095 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,907,024 shares; 2024Q4: 5,921,640 shares; 2025Q1: 6,474,961 shares; 2025Q2: 5,805,498 shares; 2025Q3: 4,741,355 shares; 2025Q4: 5,140,335 shares 5,140,335 $796M 0.24% +398,980 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,598,689 shares; 2024Q4: 2,601,197 shares; 2025Q1: 2,577,862 shares; 2025Q2: 2,605,695 shares; 2025Q3: 2,497,018 shares; 2025Q4: 2,270,347 shares 2,270,347 $781M 0.23% -226,671 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; 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; 2025Q4: 10,933,936 shares 10,933,936 $760M 0.23% +261,914 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,602,429 shares; 2024Q4: 4,405,778 shares; 2025Q1: 5,273,154 shares; 2025Q2: 8,497,100 shares; 2025Q3: 6,719,634 shares; 2025Q4: 6,450,054 shares 6,450,054 $759M 0.23% -269,580 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,811,380 shares; 2024Q4: 2,779,891 shares; 2025Q1: 3,183,217 shares; 2025Q2: 3,210,842 shares; 2025Q3: 2,848,093 shares; 2025Q4: 2,614,495 shares 2,614,495 $759M 0.23% -233,598 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,608,561 shares; 2024Q4: 9,304,987 shares; 2025Q1: 9,815,725 shares; 2025Q2: 10,115,902 shares; 2025Q3: 9,922,978 shares; 2025Q4: 10,198,089 shares 10,198,089 $750M 0.22% +275,111 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,846,928 shares; 2024Q4: 17,508,679 shares; 2025Q1: 18,574,254 shares; 2025Q2: 18,834,601 shares; 2025Q3: 15,750,605 shares; 2025Q4: 16,475,605 shares 16,475,605 $749M 0.22% +725,000 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 5,445,331 shares 5,445,331 $736M 0.22% -588,835 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,463,441 shares; 2024Q4: 10,660,671 shares; 2025Q1: 9,507,635 shares; 2025Q2: 13,535,976 shares; 2025Q3: 10,559,997 shares; 2025Q4: 10,291,507 shares 10,291,507 $714M 0.21% -268,490 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,543,242 shares; 2024Q4: 4,667,101 shares; 2025Q1: 4,771,285 shares; 2025Q2: 4,501,915 shares; 2025Q3: 4,891,609 shares; 2025Q4: 4,617,529 shares 4,617,529 $704M 0.21% -274,080 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,246,758 shares; 2024Q4: 8,429,241 shares; 2025Q1: 9,119,411 shares; 2025Q2: 9,447,744 shares; 2025Q3: 9,409,980 shares; 2025Q4: 9,114,610 shares 9,114,610 $702M 0.21% -295,370 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 698,150 shares; 2024Q4: 676,402 shares; 2025Q1: 795,233 shares; 2025Q2: 812,640 shares; 2025Q3: 817,094 shares; 2025Q4: 788,888 shares 788,888 $693M 0.21% -28,206 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,652,359 shares; 2024Q4: 4,770,917 shares; 2025Q1: 5,637,231 shares; 2025Q2: 5,814,931 shares; 2025Q3: 5,645,123 shares; 2025Q4: 5,463,441 shares 5,463,441 $685M 0.2% -181,682 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,081,438 shares; 2024Q4: 2,935,926 shares; 2025Q1: 2,735,826 shares; 2025Q2: 2,933,498 shares; 2025Q3: 2,888,061 shares; 2025Q4: 3,035,998 shares 3,035,998 $635M 0.19% +147,937 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,731,608 shares; 2024Q4: 5,031,675 shares; 2025Q1: 5,533,331 shares; 2025Q2: 5,852,320 shares; 2025Q3: 5,408,799 shares; 2025Q4: 5,137,458 shares 5,137,458 $618M 0.18% -271,341 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,206,740 shares; 2024Q4: 4,411,105 shares; 2025Q1: 4,599,418 shares; 2025Q2: 5,252,441 shares; 2025Q3: 5,808,875 shares; 2025Q4: 5,937,609 shares 5,937,609 $609M 0.18% +128,734 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,310,402 shares; 2024Q4: 6,072,264 shares; 2025Q1: 5,520,859 shares; 2025Q2: 5,431,749 shares; 2025Q3: 5,279,678 shares; 2025Q4: 5,335,442 shares 5,335,442 $594M 0.18% +55,764 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,776,906 shares; 2024Q4: 4,404,491 shares; 2025Q1: 4,619,666 shares; 2025Q2: 4,908,920 shares; 2025Q3: 5,703,391 shares; 2025Q4: 5,391,297 shares 5,391,297 $594M 0.18% -312,094 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,318,094 shares; 2024Q4: 6,924,105 shares; 2025Q1: 8,099,224 shares; 2025Q2: 10,446,012 shares; 2025Q3: 12,051,258 shares; 2025Q4: 13,284,377 shares 13,284,377 $591M 0.18% +1,233,119 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,777,643 shares; 2024Q4: 3,904,605 shares; 2025Q1: 3,746,683 shares; 2025Q2: 3,878,478 shares; 2025Q3: 3,919,773 shares; 2025Q4: 3,771,464 shares 3,771,464 $579M 0.17% -148,309 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,550,980 shares; 2024Q4: 7,426,542 shares; 2025Q1: 6,239,396 shares; 2025Q2: 6,415,811 shares; 2025Q3: 6,423,774 shares; 2025Q4: 5,973,919 shares 5,973,919 $574M 0.17% -449,855 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,352,398 shares; 2024Q4: 6,836,665 shares; 2025Q1: 7,611,329 shares; 2025Q2: 8,939,325 shares; 2025Q3: 9,432,964 shares; 2025Q4: 9,891,371 shares 9,891,371 $566M 0.17% +458,407 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,870,330 shares; 2025Q1: 3,117,325 shares; 2025Q2: 3,495,415 shares; 2025Q3: 3,620,779 shares; 2025Q4: 3,297,640 shares 3,297,640 $564M 0.17% -323,139 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 558,706 shares; 2025Q1: 530,815 shares; 2025Q2: 562,365 shares; 2025Q3: 540,397 shares; 2025Q4: 527,202 shares 527,202 $564M 0.17% -13,195 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 971,449 shares; 2024Q4: 970,077 shares; 2025Q1: 922,292 shares; 2025Q2: 921,569 shares; 2025Q3: 936,227 shares; 2025Q4: 834,198 shares 834,198 $553M 0.16% -102,029 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,267,494 shares; 2024Q4: 8,142,250 shares; 2025Q1: 7,869,332 shares; 2025Q2: 7,724,724 shares; 2025Q3: 6,730,334 shares; 2025Q4: 6,916,463 shares 6,916,463 $551M 0.16% +186,129 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,910,883 shares; 2024Q4: 3,980,801 shares; 2025Q1: 3,786,402 shares; 2025Q2: 3,666,737 shares; 2025Q3: 3,473,540 shares; 2025Q4: 2,797,512 shares 2,797,512 $545M 0.16% -676,028 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,357,722 shares; 2024Q4: 5,429,817 shares; 2025Q1: 5,781,015 shares; 2025Q2: 6,189,664 shares; 2025Q3: 5,757,531 shares; 2025Q4: 5,439,634 shares 5,439,634 $543M 0.16% -317,897 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,801,044 shares; 2024Q4: 4,086,291 shares; 2025Q1: 4,668,824 shares; 2025Q2: 5,255,158 shares; 2025Q3: 5,697,089 shares; 2025Q4: 5,799,474 shares 5,799,474 $541M 0.16% +102,385 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,224,203 shares; 2024Q4: 2,322,350 shares; 2025Q1: 2,429,382 shares; 2025Q2: 4,389,579 shares; 2025Q3: 4,156,774 shares; 2025Q4: 3,622,258 shares 3,622,258 $539M 0.16% -534,516 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,695,389 shares; 2024Q4: 3,414,690 shares; 2025Q1: 5,560,368 shares; 2025Q2: 5,665,298 shares; 2025Q3: 6,513,210 shares; 2025Q4: 7,473,421 shares 7,473,421 $530M 0.16% +960,211 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,105,293 shares; 2024Q4: 1,210,664 shares; 2025Q1: 1,267,853 shares; 2025Q2: 1,155,908 shares; 2025Q3: 1,234,200 shares; 2025Q4: 1,138,690 shares 1,138,690 $512M 0.15% -95,510 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,417,717 shares; 2024Q4: 3,405,264 shares; 2025Q1: 3,271,589 shares; 2025Q2: 3,240,721 shares; 2025Q3: 3,111,192 shares; 2025Q4: 2,783,955 shares 2,783,955 $511M 0.15% -327,237 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,957,981 shares; 2024Q4: 7,353,451 shares; 2025Q1: 7,227,220 shares; 2025Q2: 6,261,006 shares; 2025Q3: 5,169,896 shares; 2025Q4: 6,276,966 shares 6,276,966 $507M 0.15% +1,107,070 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,215,860 shares; 2024Q4: 2,275,966 shares; 2025Q1: 2,310,842 shares; 2025Q2: 2,367,587 shares; 2025Q3: 2,274,367 shares; 2025Q4: 2,297,764 shares 2,297,764 $505M 0.15% +23,397 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,848,028 shares; 2024Q4: 1,709,463 shares; 2025Q1: 1,560,491 shares; 2025Q2: 1,567,229 shares; 2025Q3: 1,967,246 shares; 2025Q4: 2,029,846 shares 2,029,846 $500M 0.15% +62,600 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,526,924 shares; 2024Q4: 2,480,672 shares; 2025Q1: 2,946,684 shares; 2025Q2: 3,048,457 shares; 2025Q3: 2,920,977 shares; 2025Q4: 2,809,232 shares 2,809,232 $499M 0.15% -111,745 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,155,149 shares; 2024Q4: 4,387,426 shares; 2025Q1: 5,269,066 shares; 2025Q2: 5,421,889 shares; 2025Q3: 5,694,827 shares; 2025Q4: 5,173,613 shares 5,173,613 $497M 0.15% -521,214 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,028,112 shares; 2024Q4: 4,854,657 shares; 2025Q1: 4,523,391 shares; 2025Q2: 4,673,036 shares; 2025Q3: 3,423,121 shares; 2025Q4: 3,450,762 shares 3,450,762 $495M 0.15% +27,641 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,351,652 shares; 2024Q4: 4,266,327 shares; 2025Q1: 5,228,602 shares; 2025Q2: 4,325,997 shares; 2025Q3: 4,566,294 shares; 2025Q4: 5,118,686 shares 5,118,686 $493M 0.15% +552,392 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; 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; 2025Q4: 16,612,123 shares 16,612,123 $492M 0.15% -74,604 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 562,988 shares; 2024Q4: 581,395 shares; 2025Q1: 596,414 shares; 2025Q2: 620,982 shares; 2025Q3: 607,350 shares; 2025Q4: 564,871 shares 564,871 $487M 0.14% -42,479 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,589,521 shares; 2024Q4: 57,262,699 shares; 2025Q1: 52,206,307 shares; 2025Q2: 54,829,103 shares; 2025Q3: 12,841,790 shares; 2025Q4: 12,092,107 shares 12,092,107 $479M 0.14% -749,683 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 3,702,900 shares 3,702,900 $473M 0.14% +58,025 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,673,423 shares; 2024Q4: 7,834,934 shares; 2025Q1: 9,089,025 shares; 2025Q2: 10,327,349 shares; 2025Q3: 11,137,498 shares; 2025Q4: 11,530,716 shares 11,530,716 $464M 0.14% +393,218 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,225,426 shares; 2024Q4: 1,282,951 shares; 2025Q1: 1,225,641 shares; 2025Q2: 1,178,937 shares; 2025Q3: 1,144,904 shares; 2025Q4: 921,032 shares 921,032 $463M 0.14% -223,872 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,921,447 shares; 2024Q4: 3,685,251 shares; 2025Q1: 3,747,747 shares; 2025Q2: 3,364,973 shares; 2025Q3: 3,676,586 shares; 2025Q4: 3,874,242 shares 3,874,242 $462M 0.14% +197,656 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,447,629 shares; 2024Q4: 11,394,590 shares; 2025Q1: 12,464,550 shares; 2025Q2: 13,026,986 shares; 2025Q3: 12,992,868 shares; 2025Q4: 11,342,507 shares 11,342,507 $462M 0.14% -1,650,361 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,333,144 shares; 2024Q4: 7,648,739 shares; 2025Q1: 7,800,026 shares; 2025Q2: 8,453,880 shares; 2025Q3: 8,499,734 shares; 2025Q4: 8,374,332 shares 8,374,332 $461M 0.14% -125,402 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,005,051 shares 2,005,051 $457M 0.14% +157,605 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,205,410 shares; 2024Q4: 1,111,213 shares; 2025Q1: 1,217,861 shares; 2025Q2: 1,187,272 shares; 2025Q3: 1,222,891 shares; 2025Q4: 1,151,034 shares 1,151,034 $456M 0.14% -71,857 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,163 shares; 2025Q1: 24,535 shares; 2025Q2: 53,750 shares; 2025Q3: 5,952,562 shares; 2025Q4: 8,357,708 shares 8,357,708 $453M 0.13% +2,405,146 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,312,975 shares; 2024Q4: 1,301,323 shares; 2025Q1: 1,351,483 shares; 2025Q2: 1,545,138 shares; 2025Q3: 1,439,648 shares; 2025Q4: 1,421,505 shares 1,421,505 $447M 0.13% -18,143 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,191,037 shares; 2024Q4: 2,139,887 shares; 2025Q1: 2,239,866 shares; 2025Q2: 1,667,395 shares; 2025Q3: 1,587,826 shares; 2025Q4: 1,350,491 shares 1,350,491 $446M 0.13% -237,335 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,361,912 shares; 2024Q4: 19,626,674 shares; 2025Q1: 18,132,678 shares; 2025Q2: 19,215,884 shares; 2025Q3: 18,025,557 shares; 2025Q4: 16,212,689 shares 16,212,689 $445M 0.13% -1,812,868 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,245,050 shares; 2024Q4: 4,192,442 shares; 2025Q1: 4,132,328 shares; 2025Q2: 4,053,740 shares; 2025Q3: 4,039,043 shares; 2025Q4: 4,598,654 shares 4,598,654 $443M 0.13% +559,611 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,688,435 shares; 2024Q4: 1,220,723 shares; 2025Q1: 1,957,068 shares; 2025Q2: 2,187,988 shares; 2025Q3: 2,978,142 shares; 2025Q4: 2,824,657 shares 2,824,657 $438M 0.13% -153,485 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,208,415 shares; 2024Q4: 2,214,325 shares; 2025Q1: 2,426,071 shares; 2025Q2: 2,423,268 shares; 2025Q3: 1,835,644 shares; 2025Q4: 1,596,914 shares 1,596,914 $428M 0.13% -238,730 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; 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; 2025Q4: 811,071 shares 811,071 $424M 0.13% -127,180 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 672,985 shares; 2024Q4: 651,944 shares; 2025Q1: 601,454 shares; 2025Q2: 582,400 shares; 2025Q3: 564,672 shares; 2025Q4: 4,505,746 shares 4,505,746 $422M 0.13% +3,941,074 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,525,660 shares; 2024Q4: 4,814,805 shares; 2025Q1: 4,894,225 shares; 2025Q2: 4,821,996 shares; 2025Q3: 5,114,772 shares; 2025Q4: 5,417,279 shares 5,417,279 $421M 0.12% +302,507 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 648,882 shares; 2024Q4: 590,143 shares; 2025Q1: 563,053 shares; 2025Q2: 593,884 shares; 2025Q3: 592,046 shares; 2025Q4: 2,723,260 shares 2,723,260 $417M 0.12% +2,131,214 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,622,654 shares; 2024Q4: 3,735,457 shares; 2025Q1: 3,624,540 shares; 2025Q2: 3,987,038 shares; 2025Q3: 3,985,591 shares; 2025Q4: 3,421,091 shares 3,421,091 $417M 0.12% -564,500 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,119,282 shares; 2024Q4: 3,130,358 shares; 2025Q1: 3,398,486 shares; 2025Q2: 3,458,520 shares; 2025Q3: 3,317,915 shares; 2025Q4: 2,903,954 shares 2,903,954 $416M 0.12% -413,961 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,163,847 shares; 2024Q4: 1,276,696 shares; 2025Q1: 1,263,413 shares; 2025Q2: 1,349,097 shares; 2025Q3: 1,404,246 shares; 2025Q4: 1,350,145 shares 1,350,145 $416M 0.12% -54,101 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; 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; 2025Q4: 11,619,221 shares 11,619,221 $413M 0.12% +1,157,360 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,845,861 shares; 2024Q4: 5,753,872 shares; 2025Q1: 5,925,661 shares; 2025Q2: 5,878,903 shares; 2025Q3: 5,231,567 shares; 2025Q4: 5,062,213 shares 5,062,213 $406M 0.12% -169,354 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,998,440 shares; 2024Q4: 5,095,394 shares; 2025Q1: 5,540,616 shares; 2025Q2: 6,959,465 shares; 2025Q3: 7,201,661 shares; 2025Q4: 7,837,404 shares 7,837,404 $406M 0.12% +635,743 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,639,938 shares; 2024Q4: 5,545,938 shares; 2025Q1: 5,377,576 shares; 2025Q2: 4,897,743 shares; 2025Q3: 5,122,018 shares; 2025Q4: 5,029,894 shares 5,029,894 $406M 0.12% -92,124 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,735,715 shares; 2024Q4: 10,190,956 shares; 2025Q1: 10,121,577 shares; 2025Q2: 9,298,418 shares; 2025Q3: 2,313,958 shares; 2025Q4: 2,022,978 shares 2,022,978 $404M 0.12% -290,980 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,596,242 shares; 2024Q4: 2,670,634 shares; 2025Q1: 2,474,104 shares; 2025Q2: 2,256,624 shares; 2025Q3: 2,653,639 shares; 2025Q4: 3,371,586 shares 3,371,586 $403M 0.12% +717,947 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,170,502 shares; 2024Q4: 2,262,560 shares; 2025Q1: 2,401,864 shares; 2025Q2: 2,224,475 shares; 2025Q3: 1,705,572 shares; 2025Q4: 1,736,439 shares 1,736,439 $402M 0.12% +30,867 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,975,810 shares; 2024Q4: 2,064,259 shares; 2025Q1: 2,088,938 shares; 2025Q2: 2,043,754 shares; 2025Q3: 2,148,592 shares; 2025Q4: 2,183,120 shares 2,183,120 $396M 0.12% +34,528 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,275,770 shares; 2024Q4: 1,267,091 shares; 2025Q1: 1,419,605 shares; 2025Q2: 1,502,715 shares; 2025Q3: 1,299,148 shares; 2025Q4: 1,197,658 shares 1,197,658 $392M 0.12% -101,490 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,249,544 shares 1,249,544 $390M 0.12% -1,425 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; 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; 2025Q4: 1,327,350 shares 1,327,350 $390M 0.12% -11,117 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,160,553 shares; 2024Q4: 2,032,936 shares; 2025Q1: 2,017,592 shares; 2025Q2: 2,049,968 shares; 2025Q3: 2,250,952 shares; 2025Q4: 2,303,749 shares 2,303,749 $387M 0.11% +52,797 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 771,650 shares; 2024Q4: 769,907 shares; 2025Q1: 813,626 shares; 2025Q2: 894,863 shares; 2025Q3: 1,183,886 shares; 2025Q4: 1,205,653 shares 1,205,653 $384M 0.11% +21,767 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; 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; 2025Q4: 12,115,687 shares 12,115,687 $383M 0.11% +1,646,741 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,154,978 shares; 2025Q1: 3,377,316 shares; 2025Q2: 2,992,375 shares; 2025Q3: 2,978,521 shares; 2025Q4: 2,921,257 shares 2,921,257 $383M 0.11% -57,264 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,767,842 shares; 2024Q4: 5,986,336 shares; 2025Q1: 7,432,811 shares; 2025Q2: 9,247,357 shares; 2025Q3: 9,951,060 shares; 2025Q4: 10,028,930 shares 10,028,930 $382M 0.11% +77,870 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,187,660 shares; 2024Q4: 1,234,792 shares; 2025Q1: 1,298,746 shares; 2025Q2: 1,346,522 shares; 2025Q3: 1,293,530 shares; 2025Q4: 1,247,366 shares 1,247,366 $381M 0.11% -46,164 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380,735 shares; 2024Q4: 383,893 shares; 2025Q1: 430,721 shares; 2025Q2: 433,558 shares; 2025Q3: 420,493 shares; 2025Q4: 355,763 shares 355,763 $381M 0.11% -64,730 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,205,338 shares; 2024Q4: 2,398,617 shares; 2025Q1: 2,415,408 shares; 2025Q2: 2,420,054 shares; 2025Q3: 2,365,032 shares; 2025Q4: 2,204,949 shares 2,204,949 $377M 0.11% -160,083 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 544,583 shares; 2024Q4: 552,108 shares; 2025Q1: 570,206 shares; 2025Q2: 584,815 shares; 2025Q3: 825,614 shares; 2025Q4: 1,376,826 shares 1,376,826 $376M 0.11% +551,212 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 9,314,590 shares 9,314,590 $374M 0.11% -370,140 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,639,067 shares; 2024Q4: 1,651,217 shares; 2025Q1: 1,735,441 shares; 2025Q2: 1,814,976 shares; 2025Q3: 1,837,301 shares; 2025Q4: 1,789,310 shares 1,789,310 $373M 0.11% -47,991 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; 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; 2025Q4: 4,051,646 shares 4,051,646 $372M 0.11% +204,979 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,103,290 shares; 2024Q4: 3,176,835 shares; 2025Q1: 3,230,011 shares; 2025Q2: 3,374,724 shares; 2025Q3: 3,359,755 shares; 2025Q4: 3,219,973 shares 3,219,973 $371M 0.11% -139,782 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,358,073 shares; 2024Q4: 1,361,646 shares; 2025Q1: 1,339,650 shares; 2025Q2: 1,415,043 shares; 2025Q3: 1,280,796 shares; 2025Q4: 1,246,919 shares 1,246,919 $369M 0.11% -33,877 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; 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; 2025Q4: 10,895,119 shares 10,895,119 $368M 0.11% +816,754 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,843,726 shares; 2024Q4: 1,891,194 shares; 2025Q1: 1,672,407 shares; 2025Q2: 1,433,937 shares; 2025Q3: 1,516,455 shares; 2025Q4: 1,348,547 shares 1,348,547 $366M 0.11% -167,908 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 589,453 shares; 2024Q4: 615,945 shares; 2025Q1: 677,389 shares; 2025Q2: 1,585,192 shares; 2025Q3: 1,628,215 shares; 2025Q4: 1,507,255 shares 1,507,255 $365M 0.11% -120,960 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; 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; 2025Q4: 12,313,849 shares 12,313,849 $365M 0.11% +1,053,330 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,118,123 shares; 2024Q4: 1,104,237 shares; 2025Q1: 1,081,092 shares; 2025Q2: 1,052,762 shares; 2025Q3: 1,067,852 shares; 2025Q4: 1,121,692 shares 1,121,692 $362M 0.11% +53,840 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,120,869 shares; 2024Q4: 1,482,514 shares; 2025Q1: 1,377,624 shares; 2025Q2: 1,690,757 shares; 2025Q3: 4,068,689 shares; 2025Q4: 4,392,964 shares 4,392,964 $362M 0.11% +324,275 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 402,841 shares; 2024Q4: 410,503 shares; 2025Q1: 421,454 shares; 2025Q2: 431,173 shares; 2025Q3: 456,831 shares; 2025Q4: 552,909 shares 552,909 $361M 0.11% +96,078 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,116,212 shares; 2024Q4: 3,972,353 shares; 2025Q1: 4,143,793 shares; 2025Q2: 4,256,525 shares; 2025Q3: 5,277,463 shares; 2025Q4: 4,409,583 shares 4,409,583 $360M 0.11% -867,880 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,265,270 shares; 2024Q4: 3,086,696 shares; 2025Q1: 3,421,026 shares; 2025Q2: 4,328,699 shares; 2025Q3: 4,906,017 shares; 2025Q4: 5,147,131 shares 5,147,131 $358M 0.11% +241,114 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,936,199 shares; 2024Q4: 5,030,302 shares; 2025Q1: 5,672,922 shares; 2025Q2: 5,661,752 shares; 2025Q3: 5,136,546 shares; 2025Q4: 5,104,972 shares 5,104,972 $357M 0.11% -31,574 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,092,429 shares; 2024Q4: 4,823,853 shares; 2025Q1: 5,709,329 shares; 2025Q2: 7,140,661 shares; 2025Q3: 9,209,394 shares; 2025Q4: 10,246,121 shares 10,246,121 $355M 0.11% +1,036,727 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,137,921 shares; 2024Q4: 2,870,168 shares; 2025Q1: 3,412,771 shares; 2025Q2: 3,672,833 shares; 2025Q3: 3,906,440 shares; 2025Q4: 4,296,209 shares 4,296,209 $354M 0.11% +389,769 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,674,235 shares; 2024Q4: 1,630,566 shares; 2025Q1: 1,570,969 shares; 2025Q2: 1,557,392 shares; 2025Q3: 1,517,208 shares; 2025Q4: 1,375,763 shares 1,375,763 $354M 0.1% -141,445 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,101,956 shares; 2024Q4: 6,661,475 shares; 2025Q1: 7,669,937 shares; 2025Q2: 6,647,594 shares; 2025Q3: 7,371,836 shares; 2025Q4: 7,967,012 shares 7,967,012 $354M 0.1% +595,176 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; 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; 2025Q4: 4,751,208 shares 4,751,208 $352M 0.1% -86,604 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 733,459 shares; 2024Q4: 744,711 shares; 2025Q1: 873,884 shares; 2025Q2: 910,187 shares; 2025Q3: 885,128 shares; 2025Q4: 821,155 shares 821,155 $350M 0.1% -63,973 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,118,540 shares; 2024Q4: 5,783,300 shares; 2025Q1: 6,731,884 shares; 2025Q2: 7,175,251 shares; 2025Q3: 7,352,021 shares; 2025Q4: 6,865,662 shares 6,865,662 $347M 0.1% -486,359 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,525,112 shares; 2024Q4: 12,346,704 shares; 2025Q1: 12,998,517 shares; 2025Q2: 15,523,889 shares; 2025Q3: 14,761,610 shares; 2025Q4: 13,923,572 shares 13,923,572 $346M 0.1% -838,038 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; 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; 2025Q4: 8,278,193 shares 8,278,193 $345M 0.1% +3,879,404 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,658,947 shares; 2024Q4: 15,956,950 shares; 2025Q1: 7,067,239 shares; 2025Q2: 6,129,729 shares; 2025Q3: 6,657,532 shares; 2025Q4: 3,918,073 shares 3,918,073 $341M 0.1% -2,739,459 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; 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; 2025Q4: 1,499,004 shares 1,499,004 $341M 0.1% -19,108 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500,827 shares; 2024Q4: 2,404,396 shares; 2025Q1: 3,047,308 shares; 2025Q2: 2,101,387 shares; 2025Q3: 1,759,298 shares; 2025Q4: 1,774,952 shares 1,774,952 $340M 0.1% +15,654 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,221 shares; 2024Q4: 306,342 shares; 2025Q1: 329,526 shares; 2025Q2: 332,794 shares; 2025Q3: 316,008 shares; 2025Q4: 278,136 shares 278,136 $338M 0.1% -37,872 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,506,971 shares; 2024Q4: 6,459,654 shares; 2025Q1: 5,044,840 shares; 2025Q2: 3,745,382 shares; 2025Q3: 3,396,041 shares; 2025Q4: 3,204,340 shares 3,204,340 $337M 0.1% -191,701 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,068,287 shares; 2024Q4: 3,951,568 shares; 2025Q1: 4,956,279 shares; 2025Q2: 5,842,721 shares; 2025Q3: 8,036,810 shares; 2025Q4: 9,283,853 shares 9,283,853 $331M 0.1% +1,247,043 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,084,545 shares; 2024Q4: 5,542,233 shares; 2025Q1: 5,973,213 shares; 2025Q2: 6,787,930 shares; 2025Q3: 7,559,462 shares; 2025Q4: 6,118,906 shares 6,118,906 $330M 0.1% -1,440,556 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,765,159 shares; 2024Q4: 4,492,363 shares; 2025Q1: 4,605,177 shares; 2025Q2: 4,686,964 shares; 2025Q3: 3,762,161 shares; 2025Q4: 3,480,989 shares 3,480,989 $328M 0.1% -281,172 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; 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; 2025Q4: 3,574,254 shares 3,574,254 $326M 0.1% +708 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,280,103 shares; 2024Q4: 2,358,083 shares; 2025Q1: 2,435,446 shares; 2025Q2: 2,491,025 shares; 2025Q3: 2,511,829 shares; 2025Q4: 2,438,908 shares 2,438,908 $323M 0.1% -72,921 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,229,718 shares 1,229,718 $323M 0.1% -46,612 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,680,456 shares; 2024Q4: 3,963,216 shares; 2025Q1: 3,500,221 shares; 2025Q2: 3,460,448 shares; 2025Q3: 3,443,781 shares; 2025Q4: 2,834,198 shares 2,834,198 $322M 0.1% -609,583 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,135,010 shares; 2024Q4: 8,097,974 shares; 2025Q1: 7,221,567 shares; 2025Q2: 7,387,388 shares; 2025Q3: 6,778,577 shares; 2025Q4: 6,038,005 shares 6,038,005 $322M 0.1% -740,572 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 656,743 shares; 2024Q4: 670,258 shares; 2025Q1: 770,571 shares; 2025Q2: 808,223 shares; 2025Q3: 747,211 shares; 2025Q4: 629,672 shares 629,672 $321M 0.1% -117,539 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,399,264 shares; 2024Q4: 1,493,493 shares; 2025Q1: 1,589,450 shares; 2025Q2: 1,505,306 shares; 2025Q3: 1,347,924 shares; 2025Q4: 1,208,205 shares 1,208,205 $320M 0.09% -139,719 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,076,765 shares; 2024Q4: 4,651,127 shares; 2025Q1: 5,687,207 shares; 2025Q2: 5,762,161 shares; 2025Q3: 6,433,828 shares; 2025Q4: 6,011,915 shares 6,011,915 $318M 0.09% -421,913 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; 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; 2025Q4: 1,222,030 shares 1,222,030 $316M 0.09% -192,070 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; 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; 2025Q4: 2,970,392 shares 2,970,392 $313M 0.09% -76,199 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 770,078 shares; 2024Q4: 707,211 shares; 2025Q1: 698,866 shares; 2025Q2: 722,879 shares; 2025Q3: 676,461 shares; 2025Q4: 635,548 shares 635,548 $307M 0.09% -40,913 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,415,463 shares; 2025Q3: 4,672,094 shares; 2025Q4: 5,939,353 shares 5,939,353 $305M 0.09% +1,267,259 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,112,951 shares; 2024Q4: 6,820,215 shares; 2025Q1: 7,406,932 shares; 2025Q2: 8,424,405 shares; 2025Q3: 9,998,302 shares; 2025Q4: 11,070,893 shares 11,070,893 $303M 0.09% +1,072,591 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,164,618 shares; 2024Q4: 30,530,915 shares; 2025Q1: 16,812,733 shares; 2025Q2: 16,920,944 shares; 2025Q3: 4,341,499 shares; 2025Q4: 2,658,743 shares 2,658,743 $303M 0.09% -1,682,756 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 909,697 shares; 2024Q4: 814,226 shares; 2025Q1: 800,297 shares; 2025Q2: 626,356 shares; 2025Q3: 568,471 shares; 2025Q4: 518,558 shares 518,558 $300M 0.09% -49,913 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,066,163 shares; 2024Q4: 2,505,173 shares; 2025Q1: 2,473,794 shares; 2025Q2: 2,354,742 shares; 2025Q3: 2,330,700 shares; 2025Q4: 2,088,049 shares 2,088,049 $300M 0.09% -242,651 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,084,457 shares; 2024Q4: 2,063,433 shares; 2025Q1: 2,024,792 shares; 2025Q2: 2,092,429 shares; 2025Q3: 1,937,210 shares; 2025Q4: 1,849,293 shares 1,849,293 $298M 0.09% -87,917 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; 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; 2025Q4: 948,156 shares 948,156 $296M 0.09% -52,798 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,150,404 shares; 2024Q4: 2,400,371 shares; 2025Q1: 2,628,423 shares; 2025Q2: 2,642,230 shares; 2025Q3: 2,637,162 shares; 2025Q4: 2,512,817 shares 2,512,817 $295M 0.09% -124,345 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,127,179 shares; 2024Q4: 1,105,659 shares; 2025Q1: 1,261,196 shares; 2025Q2: 1,355,964 shares; 2025Q3: 1,379,654 shares; 2025Q4: 1,282,520 shares 1,282,520 $294M 0.09% -97,134 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 708,276 shares; 2024Q4: 579,497 shares; 2025Q1: 545,418 shares; 2025Q2: 507,430 shares; 2025Q3: 470,289 shares; 2025Q4: 435,391 shares 435,391 $293M 0.09% -34,898 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; 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; 2025Q4: 4,271,668 shares 4,271,668 $292M 0.09% +95,527 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,142,522 shares; 2024Q4: 3,210,450 shares; 2025Q1: 3,218,782 shares; 2025Q2: 3,330,453 shares; 2025Q3: 2,891,978 shares; 2025Q4: 2,499,470 shares 2,499,470 $292M 0.09% -392,508 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; 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; 2025Q4: 4,659,957 shares 4,659,957 $290M 0.09% +13,307 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,710,574 shares; 2024Q4: 4,680,628 shares; 2025Q1: 4,261,421 shares; 2025Q2: 4,292,636 shares; 2025Q3: 3,958,382 shares; 2025Q4: 3,493,086 shares 3,493,086 $289M 0.09% -465,296 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 737,782 shares; 2024Q4: 693,553 shares; 2025Q1: 639,877 shares; 2025Q2: 603,458 shares; 2025Q3: 591,975 shares; 2025Q4: 3,946,388 shares 3,946,388 $289M 0.09% +3,354,413 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,944,253 shares; 2024Q4: 2,988,225 shares; 2025Q1: 1,844,223 shares; 2025Q2: 1,815,932 shares; 2025Q3: 2,260,765 shares; 2025Q4: 1,935,702 shares 1,935,702 $288M 0.09% -325,063 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,095,084 shares; 2024Q4: 1,081,568 shares; 2025Q1: 1,062,385 shares; 2025Q2: 1,082,003 shares; 2025Q3: 987,751 shares; 2025Q4: 888,648 shares 888,648 $288M 0.09% -99,103 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,920,384 shares; 2024Q4: 1,878,380 shares; 2025Q1: 1,773,578 shares; 2025Q2: 1,703,138 shares; 2025Q3: 1,659,874 shares; 2025Q4: 1,347,287 shares 1,347,287 $285M 0.08% -312,587 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,019,497 shares; 2024Q4: 45,425 shares; 2025Q1: 4,085,345 shares; 2025Q2: 79,489 shares; 2025Q3: 80,661 shares; 2025Q4: 3,083,814 shares 3,083,814 $283M 0.08% +3,003,153 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,672,417 shares; 2024Q4: 5,954,230 shares; 2025Q1: 6,538,272 shares; 2025Q2: 5,654,998 shares; 2025Q3: 4,552,647 shares; 2025Q4: 3,061,074 shares 3,061,074 $280M 0.08% -1,491,573 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; 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; 2025Q4: 3,645,214 shares 3,645,214 $279M 0.08% +628,087 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,749,684 shares; 2024Q4: 3,415,987 shares; 2025Q1: 3,821,390 shares; 2025Q2: 3,835,800 shares; 2025Q3: 4,241,131 shares; 2025Q4: 3,313,824 shares 3,313,824 $279M 0.08% -927,307 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,790,778 shares; 2024Q4: 984,969 shares; 2025Q1: 952,261 shares; 2025Q2: 1,363,176 shares; 2025Q3: 3,511,968 shares; 2025Q4: 6,508,007 shares 6,508,007 $278M 0.08% +2,996,039 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 759,144 shares; 2024Q4: 705,720 shares; 2025Q1: 693,226 shares; 2025Q2: 672,362 shares; 2025Q3: 670,407 shares; 2025Q4: 671,448 shares 671,448 $277M 0.08% +1,041 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,001 shares; 2024Q4: 52,977 shares; 2025Q1: 55,957 shares; 2025Q2: 55,609 shares; 2025Q3: 55,471 shares; 2025Q4: 51,587 shares 51,587 $276M 0.08% -3,884 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 621,435 shares; 2024Q4: 569,986 shares; 2025Q1: 567,360 shares; 2025Q2: 539,824 shares; 2025Q3: 518,719 shares; 2025Q4: 486,503 shares 486,503 $276M 0.08% -32,216 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,792 shares; 2025Q1: 31,514 shares; 2025Q2: 59,900 shares; 2025Q3: 9,621,180 shares; 2025Q4: 10,600,380 shares 10,600,380 $270M 0.08% +979,200 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; 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; 2025Q4: 2,860,356 shares 2,860,356 $270M 0.08% -185,652 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 892,275 shares; 2024Q4: 875,899 shares; 2025Q1: 877,941 shares; 2025Q2: 885,162 shares; 2025Q3: 917,424 shares; 2025Q4: 799,964 shares 799,964 $269M 0.08% -117,460 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,706 shares; 2024Q4: 271,967 shares; 2025Q1: 282,844 shares; 2025Q2: 294,196 shares; 2025Q3: 330,647 shares; 2025Q4: 326,356 shares 326,356 $268M 0.08% -4,291 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,483,345 shares; 2024Q4: 4,606,970 shares; 2025Q1: 5,097,709 shares; 2025Q2: 5,668,791 shares; 2025Q3: 6,260,344 shares; 2025Q4: 5,785,810 shares 5,785,810 $266M 0.08% -474,534 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 10,050,511 shares 10,050,511 $266M 0.08% +1,257,796 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; 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; 2025Q4: 4,406,557 shares 4,406,557 $265M 0.08% -133,999 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,080,867 shares; 2024Q4: 1,046,271 shares; 2025Q1: 1,539,435 shares; 2025Q2: 1,194,181 shares; 2025Q3: 1,223,155 shares; 2025Q4: 1,020,085 shares 1,020,085 $262M 0.08% -203,070 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; 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; 2025Q4: 4,368,596 shares 4,368,596 $262M 0.08% +532,078 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 466,131 shares; 2024Q4: 391,308 shares; 2025Q1: 378,265 shares; 2025Q2: 378,614 shares; 2025Q3: 393,951 shares; 2025Q4: 345,707 shares 345,707 $261M 0.08% -48,244 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,127,328 shares; 2024Q4: 5,183,380 shares; 2025Q1: 5,517,121 shares; 2025Q2: 5,941,796 shares; 2025Q3: 6,140,391 shares; 2025Q4: 6,141,344 shares 6,141,344 $256M 0.08% +953 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,669,751 shares; 2024Q4: 1,702,461 shares; 2025Q1: 1,633,040 shares; 2025Q2: 1,770,572 shares; 2025Q3: 1,581,496 shares; 2025Q4: 1,465,617 shares 1,465,617 $254M 0.08% -115,879 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 743,838 shares; 2024Q4: 759,429 shares; 2025Q1: 774,526 shares; 2025Q2: 767,013 shares; 2025Q3: 775,920 shares; 2025Q4: 734,380 shares 734,380 $253M 0.08% -41,540 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 698,620 shares; 2024Q4: 658,442 shares; 2025Q1: 645,972 shares; 2025Q2: 625,497 shares; 2025Q3: 571,723 shares; 2025Q4: 513,767 shares 513,767 $252M 0.07% -57,956 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,265,439 shares; 2024Q4: 5,899,908 shares; 2025Q1: 6,361,844 shares; 2025Q2: 6,484,376 shares; 2025Q3: 6,946,967 shares; 2025Q4: 5,374,231 shares 5,374,231 $252M 0.07% -1,572,736 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,242,675 shares; 2024Q4: 2,299,297 shares; 2025Q1: 2,052,210 shares; 2025Q2: 1,949,213 shares; 2025Q3: 1,979,330 shares; 2025Q4: 2,217,866 shares 2,217,866 $249M 0.07% +238,536 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; 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; 2025Q4: 2,607,040 shares 2,607,040 $249M 0.07% -262,515 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 521,985 shares; 2024Q4: 485,233 shares; 2025Q1: 463,208 shares; 2025Q2: 476,877 shares; 2025Q3: 476,207 shares; 2025Q4: 432,262 shares 432,262 $248M 0.07% -43,945 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,605,519 shares; 2024Q4: 1,555,181 shares; 2025Q1: 1,529,313 shares; 2025Q2: 1,146,886 shares; 2025Q3: 1,158,249 shares; 2025Q4: 1,026,667 shares 1,026,667 $248M 0.07% -131,582 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,782,198 shares 1,782,198 $246M 0.07% -37,062 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,623,130 shares; 2024Q4: 2,389,179 shares; 2025Q1: 3,147,197 shares; 2025Q2: 4,140,219 shares; 2025Q3: 5,448,051 shares; 2025Q4: 6,945,438 shares 6,945,438 $245M 0.07% +1,497,387 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; 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; 2025Q4: 2,111,185 shares 2,111,185 $245M 0.07% +54,821 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,795,499 shares; 2024Q4: 1,862,735 shares; 2025Q1: 1,978,891 shares; 2025Q2: 1,888,341 shares; 2025Q3: 1,968,545 shares; 2025Q4: 1,861,538 shares 1,861,538 $245M 0.07% -107,007 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,301 shares; 2024Q4: 259,400 shares; 2025Q1: 395,624 shares; 2025Q2: 536,917 shares; 2025Q3: 561,982 shares; 2025Q4: 524,099 shares 524,099 $244M 0.07% -37,883 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,183,703 shares; 2024Q4: 2,019,500 shares; 2025Q1: 2,033,072 shares; 2025Q2: 1,984,501 shares; 2025Q3: 1,925,456 shares; 2025Q4: 1,891,900 shares 1,891,900 $244M 0.07% -33,556 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,801,638 shares; 2025Q2: 3,045,343 shares; 2025Q3: 4,562,743 shares; 2025Q4: 4,937,894 shares 4,937,894 $240M 0.07% +375,151 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,807,129 shares; 2024Q4: 1,816,723 shares; 2025Q1: 2,029,665 shares; 2025Q2: 2,251,063 shares; 2025Q3: 2,308,668 shares; 2025Q4: 2,338,087 shares 2,338,087 $238M 0.07% +29,419 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,245,078 shares; 2024Q4: 6,671,087 shares; 2025Q1: 7,588,226 shares; 2025Q2: 7,586,628 shares; 2025Q3: 8,267,876 shares; 2025Q4: 6,916,239 shares 6,916,239 $237M 0.07% -1,351,637 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338,623 shares; 2024Q4: 344,597 shares; 2025Q1: 319,649 shares; 2025Q2: 293,967 shares; 2025Q3: 277,164 shares; 2025Q4: 269,173 shares 269,173 $237M 0.07% -7,991 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; 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; 2025Q4: 4,711,327 shares 4,711,327 $236M 0.07% +81,614 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; 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; 2025Q4: 9,131,920 shares 9,131,920 $235M 0.07% -1,285,558 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,887,983 shares; 2024Q4: 4,494,352 shares; 2025Q1: 5,247,876 shares; 2025Q2: 7,601,504 shares; 2025Q3: 9,025,453 shares; 2025Q4: 10,383,763 shares 10,383,763 $235M 0.07% +1,358,310 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,573,373 shares; 2024Q4: 4,147,711 shares; 2025Q1: 4,503,433 shares; 2025Q2: 4,182,883 shares; 2025Q3: 3,626,452 shares; 2025Q4: 4,137,719 shares 4,137,719 $235M 0.07% +511,267 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368,974 shares; 2024Q4: 570,894 shares; 2025Q1: 577,808 shares; 2025Q2: 594,216 shares; 2025Q3: 650,833 shares; 2025Q4: 611,664 shares 611,664 $234M 0.07% -39,169 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,904,093 shares; 2024Q4: 10,207,533 shares; 2025Q1: 8,594,409 shares; 2025Q2: 8,963,105 shares; 2025Q3: 4,660,196 shares; 2025Q4: 4,656,711 shares 4,656,711 $234M 0.07% -3,485 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,697,412 shares; 2024Q4: 2,663,106 shares; 2025Q1: 2,606,907 shares; 2025Q2: 2,716,324 shares; 2025Q3: 2,690,429 shares; 2025Q4: 2,496,281 shares 2,496,281 $234M 0.07% -194,148 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 683,380 shares; 2024Q4: 779,096 shares; 2025Q1: 959,449 shares; 2025Q2: 1,184,228 shares; 2025Q3: 1,434,007 shares; 2025Q4: 1,655,384 shares 1,655,384 $234M 0.07% +221,377 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; 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; 2025Q4: 2,888,846 shares 2,888,846 $226M 0.07% +177,685 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; 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; 2025Q4: 1,887,200 shares 1,887,200 $226M 0.07% -23,806 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; 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; 2025Q4: 1,830,688 shares 1,830,688 $226M 0.07% +32,993 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,652,946 shares; 2024Q4: 4,678,839 shares; 2025Q1: 4,702,234 shares; 2025Q2: 4,719,038 shares; 2025Q3: 4,726,732 shares; 2025Q4: 4,784,491 shares 4,784,491 $224M 0.07% +57,759 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,117,130 shares; 2024Q4: 2,020,038 shares; 2025Q1: 2,161,741 shares; 2025Q2: 2,180,866 shares; 2025Q3: 1,974,538 shares; 2025Q4: 2,040,049 shares 2,040,049 $224M 0.07% +65,511 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; 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; 2025Q4: 1,758,756 shares 1,758,756 $224M 0.07% +554,635 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 680,493 shares; 2024Q4: 704,816 shares; 2025Q1: 733,805 shares; 2025Q2: 856,846 shares; 2025Q3: 1,001,706 shares; 2025Q4: 1,009,957 shares 1,009,957 $222M 0.07% +8,251 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; 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; 2025Q4: 2,110,797 shares 2,110,797 $222M 0.07% -293,858 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,978,652 shares; 2024Q4: 7,483,062 shares; 2025Q1: 7,473,896 shares; 2025Q2: 8,401,421 shares; 2025Q3: 9,502,387 shares; 2025Q4: 9,462,243 shares 9,462,243 $221M 0.07% -40,144 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,031,200 shares; 2024Q4: 2,670,560 shares; 2025Q1: 2,963,226 shares; 2025Q2: 3,990,344 shares; 2025Q3: 3,964,962 shares; 2025Q4: 4,335,889 shares 4,335,889 $219M 0.07% +370,927 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,528,542 shares; 2024Q4: 2,145,658 shares; 2025Q1: 1,809,407 shares; 2025Q2: 1,847,975 shares; 2025Q3: 1,828,396 shares; 2025Q4: 1,785,667 shares 1,785,667 $219M 0.07% -42,729 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 721,679 shares; 2024Q4: 681,435 shares; 2025Q1: 674,469 shares; 2025Q2: 679,608 shares; 2025Q3: 657,670 shares; 2025Q4: 586,876 shares 586,876 $217M 0.06% -70,794 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 587,213 shares; 2024Q4: 619,441 shares; 2025Q1: 726,321 shares; 2025Q2: 2,061,888 shares; 2025Q3: 2,734,295 shares; 2025Q4: 2,898,625 shares 2,898,625 $217M 0.06% +164,330 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 424,530 shares; 2024Q4: 270,674 shares; 2025Q1: 219,891 shares; 2025Q2: 356,584 shares; 2025Q3: 3,363,724 shares; 2025Q4: 1,676,689 shares 1,676,689 $217M 0.06% -1,687,035 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,223,384 shares 2,223,384 $216M 0.06% -440,396 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,925,016 shares; 2024Q4: 9,170,817 shares; 2025Q1: 10,402,113 shares; 2025Q2: 11,195,080 shares; 2025Q3: 10,029,673 shares; 2025Q4: 8,648,101 shares 8,648,101 $215M 0.06% -1,381,572 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,094,456 shares; 2024Q4: 8,337,961 shares; 2025Q1: 7,701,257 shares; 2025Q2: 7,615,838 shares; 2025Q3: 6,666,431 shares; 2025Q4: 6,559,941 shares 6,559,941 $215M 0.06% -106,490 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; 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; 2025Q4: 2,281,687 shares 2,281,687 $214M 0.06% +10,259 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,430 shares; 2024Q4: 66,016 shares; 2025Q1: 66,721 shares; 2025Q2: 70,028 shares; 2025Q3: 69,308 shares; 2025Q4: 63,124 shares 63,124 $214M 0.06% -6,184 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 403,068 shares; 2024Q4: 422,698 shares; 2025Q1: 470,328 shares; 2025Q2: 448,988 shares; 2025Q3: 470,755 shares; 2025Q4: 471,643 shares 471,643 $214M 0.06% +888 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 434,473 shares; 2024Q4: 419,072 shares; 2025Q1: 411,294 shares; 2025Q2: 448,919 shares; 2025Q3: 408,878 shares; 2025Q4: 386,481 shares 386,481 $214M 0.06% -22,397 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 772,624 shares; 2025Q2: 1,846,515 shares; 2025Q3: 5,204,921 shares; 2025Q4: 7,301,620 shares 7,301,620 $211M 0.06% +2,096,699 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,121,185 shares; 2024Q4: 1,285,267 shares; 2025Q1: 1,540,806 shares; 2025Q2: 2,126,748 shares; 2025Q3: 2,280,330 shares; 2025Q4: 2,349,551 shares 2,349,551 $210M 0.06% +69,221 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; 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; 2025Q4: 1,131,946 shares 1,131,946 $210M 0.06% -164,526 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,060,938 shares; 2024Q4: 1,073,800 shares; 2025Q1: 1,062,819 shares; 2025Q2: 1,071,046 shares; 2025Q3: 1,045,252 shares; 2025Q4: 1,030,919 shares 1,030,919 $209M 0.06% -14,333 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,783,294 shares; 2024Q4: 1,622,154 shares; 2025Q1: 1,728,777 shares; 2025Q2: 1,790,771 shares; 2025Q3: 1,636,322 shares; 2025Q4: 1,572,328 shares 1,572,328 $209M 0.06% -63,994 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,831 shares; 2024Q4: 56,969 shares; 2025Q1: 53,028 shares; 2025Q2: 56,079 shares; 2025Q3: 50,384 shares; 2025Q4: 1,223,050 shares 1,223,050 $206M 0.06% +1,172,666 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,477 shares; 2024Q4: 263,147 shares; 2025Q1: 447,444 shares; 2025Q2: 484,108 shares; 2025Q3: 483,745 shares; 2025Q4: 402,958 shares 402,958 $206M 0.06% -80,787 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,281,523 shares 2,281,523 $205M 0.06% new Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,053,805 shares; 2024Q4: 4,675,787 shares; 2025Q1: 4,557,756 shares; 2025Q2: 5,466,151 shares; 2025Q3: 5,085,362 shares; 2025Q4: 5,391,108 shares 5,391,108 $202M 0.06% +305,746 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,469,296 shares; 2024Q4: 1,422,632 shares; 2025Q1: 1,510,597 shares; 2025Q2: 1,197,397 shares; 2025Q3: 1,162,463 shares; 2025Q4: 1,134,692 shares 1,134,692 $201M 0.06% -27,771 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; 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; 2025Q4: 2,091,787 shares 2,091,787 $201M 0.06% +20,095 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; 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; 2025Q4: 2,228,445 shares 2,228,445 $199M 0.06% -180,272 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,336,606 shares; 2024Q4: 3,601,425 shares; 2025Q1: 3,885,945 shares; 2025Q2: 3,142,942 shares; 2025Q3: 3,179,463 shares; 2025Q4: 3,439,751 shares 3,439,751 $198M 0.06% +260,288 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,367,224 shares; 2024Q4: 2,439,594 shares; 2025Q1: 2,496,532 shares; 2025Q2: 2,475,729 shares; 2025Q3: 2,044,444 shares; 2025Q4: 2,270,859 shares 2,270,859 $198M 0.06% +226,415 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,549,343 shares; 2024Q4: 1,587,775 shares; 2025Q1: 1,554,443 shares; 2025Q2: 1,612,404 shares; 2025Q3: 1,421,094 shares; 2025Q4: 1,401,610 shares 1,401,610 $198M 0.06% -19,484 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,228,527 shares; 2024Q4: 3,014,945 shares; 2025Q1: 1,756,662 shares; 2025Q2: 1,573,437 shares; 2025Q3: 2,406,215 shares; 2025Q4: 4,405,598 shares 4,405,598 $197M 0.06% +1,999,383 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,232,699 shares; 2024Q4: 3,241,092 shares; 2025Q1: 3,382,816 shares; 2025Q2: 3,506,075 shares; 2025Q3: 3,574,422 shares; 2025Q4: 3,388,639 shares 3,388,639 $197M 0.06% -185,783 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,565,093 shares; 2024Q4: 1,542,994 shares; 2025Q1: 2,376,385 shares; 2025Q2: 2,180,473 shares; 2025Q3: 2,124,046 shares; 2025Q4: 2,100,558 shares 2,100,558 $196M 0.06% -23,488 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,082,878 shares; 2024Q4: 7,591,340 shares; 2025Q1: 7,448,234 shares; 2025Q2: 4,107,672 shares; 2025Q3: 3,670,402 shares; 2025Q4: 3,232,605 shares 3,232,605 $195M 0.06% -437,797 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420,780 shares; 2024Q4: 275,574 shares; 2025Q1: 282,967 shares; 2025Q2: 284,591 shares; 2025Q3: 282,771 shares; 2025Q4: 535,482 shares 535,482 $193M 0.06% +252,711 Timeline SCHQ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,836,331 shares; 2024Q4: 831,212 shares; 2025Q1: 3,802,259 shares; 2025Q2: 3,145,610 shares; 2025Q3: 3,015,681 shares; 2025Q4: 6,051,210 shares 6,051,210 $192M 0.06% +3,035,529 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; 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; 2025Q4: 3,246,379 shares 3,246,379 $191M 0.06% -81,143 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; 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; 2025Q4: 3,847,525 shares 3,847,525 $190M 0.06% -25,419 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; 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; 2025Q4: 3,781,075 shares 3,781,075 $189M 0.06% -766,357 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 863,662 shares; 2024Q4: 853,808 shares; 2025Q1: 831,637 shares; 2025Q2: 637,002 shares; 2025Q3: 651,049 shares; 2025Q4: 675,777 shares 675,777 $189M 0.06% +24,728 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,702,309 shares; 2024Q4: 1,727,996 shares; 2025Q1: 1,638,123 shares; 2025Q2: 1,674,852 shares; 2025Q3: 1,621,727 shares; 2025Q4: 1,684,681 shares 1,684,681 $188M 0.06% +62,954 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,871,929 shares 2,871,929 $188M 0.06% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,031,007 shares 1,031,007 $188M 0.06% -73,292 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; 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; 2025Q4: 1,031,259 shares 1,031,259 $186M 0.06% -371,388 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,727,294 shares; 2024Q4: 3,788,300 shares; 2025Q1: 4,110,659 shares; 2025Q2: 4,142,927 shares; 2025Q3: 4,296,273 shares; 2025Q4: 3,875,537 shares 3,875,537 $185M 0.06% -420,736 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,830 shares; 2024Q4: 434,701 shares; 2025Q1: 1,044,169 shares; 2025Q2: 1,069,397 shares; 2025Q3: 3,916,963 shares; 2025Q4: 4,058,631 shares 4,058,631 $185M 0.05% +141,668 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,303,131 shares; 2024Q4: 3,373,840 shares; 2025Q1: 3,434,797 shares; 2025Q2: 3,579,415 shares; 2025Q3: 3,943,441 shares; 2025Q4: 3,749,904 shares 3,749,904 $185M 0.05% -193,537 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,549,831 shares; 2024Q4: 1,398,665 shares; 2025Q1: 1,386,878 shares; 2025Q2: 1,319,738 shares; 2025Q3: 1,306,931 shares; 2025Q4: 1,303,558 shares 1,303,558 $184M 0.05% -3,373 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; 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; 2025Q4: 942,916 shares 942,916 $183M 0.05% -132,717 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; 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; 2025Q4: 7,472,933 shares 7,472,933 $182M 0.05% +705,193 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,779,321 shares 2,779,321 $182M 0.05% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 633,156 shares; 2024Q4: 600,822 shares; 2025Q1: 695,949 shares; 2025Q2: 697,250 shares; 2025Q3: 750,689 shares; 2025Q4: 883,373 shares 883,373 $182M 0.05% +132,684 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,716,894 shares; 2024Q4: 1,687,822 shares; 2025Q1: 1,717,728 shares; 2025Q2: 1,757,549 shares; 2025Q3: 1,823,064 shares; 2025Q4: 1,868,767 shares 1,868,767 $181M 0.05% +45,703 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,809,344 shares; 2024Q4: 1,706,047 shares; 2025Q1: 1,745,964 shares; 2025Q2: 1,905,093 shares; 2025Q3: 1,852,388 shares; 2025Q4: 1,991,608 shares 1,991,608 $179M 0.05% +139,220 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 577,195 shares; 2024Q4: 1,121,531 shares; 2025Q1: 1,087,762 shares; 2025Q2: 1,076,225 shares; 2025Q3: 1,162,652 shares; 2025Q4: 964,251 shares 964,251 $178M 0.05% -198,401 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; 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; 2025Q4: 6,153,589 shares 6,153,589 $177M 0.05% +192,911 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 729,876 shares 729,876 $177M 0.05% -214,959 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,900 shares; 2024Q4: 50,084 shares; 2025Q1: 131,256 shares; 2025Q2: 1,780,632 shares; 2025Q3: 1,892,154 shares; 2025Q4: 1,894,544 shares 1,894,544 $177M 0.05% +2,390 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,100 shares; 2024Q4: 351,038 shares; 2025Q1: 310,068 shares; 2025Q2: 340,634 shares; 2025Q3: 336,227 shares; 2025Q4: 373,961 shares 373,961 $175M 0.05% +37,734 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 589,384 shares; 2024Q4: 636,266 shares; 2025Q1: 572,714 shares; 2025Q2: 598,931 shares; 2025Q3: 500,789 shares; 2025Q4: 301,437 shares 301,437 $175M 0.05% -199,352 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,029,114 shares; 2024Q4: 1,051,730 shares; 2025Q1: 934,460 shares; 2025Q2: 844,719 shares; 2025Q3: 1,104,239 shares; 2025Q4: 893,465 shares 893,465 $174M 0.05% -210,774 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,925,507 shares; 2024Q4: 2,993,651 shares; 2025Q1: 3,636,850 shares; 2025Q2: 4,244,651 shares; 2025Q3: 5,400,596 shares; 2025Q4: 6,295,507 shares 6,295,507 $174M 0.05% +894,911 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,189,933 shares; 2024Q4: 4,592,603 shares; 2025Q1: 5,698,776 shares; 2025Q2: 5,819,159 shares; 2025Q3: 3,949,293 shares; 2025Q4: 3,622,801 shares 3,622,801 $173M 0.05% -326,492 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 818,955 shares; 2024Q4: 784,543 shares; 2025Q1: 629,254 shares; 2025Q2: 784,475 shares; 2025Q3: 818,147 shares; 2025Q4: 777,784 shares 777,784 $173M 0.05% -40,363 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 773,774 shares; 2024Q4: 679,896 shares; 2025Q1: 583,271 shares; 2025Q2: 535,055 shares; 2025Q3: 590,925 shares; 2025Q4: 599,799 shares 599,799 $171M 0.05% +8,874 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; 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; 2025Q4: 1,758,815 shares 1,758,815 $171M 0.05% -1,067,783 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; 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; 2025Q4: 1,053,743 shares 1,053,743 $171M 0.05% -52,680 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; 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; 2025Q4: 1,885,967 shares 1,885,967 $170M 0.05% -19,880 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,152 shares; 2024Q4: 71,577 shares; 2025Q1: 84,169 shares; 2025Q2: 1,902,443 shares; 2025Q3: 1,888,232 shares; 2025Q4: 1,810,193 shares 1,810,193 $170M 0.05% -78,039 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 632,687 shares; 2024Q4: 625,134 shares; 2025Q1: 632,180 shares; 2025Q2: 634,181 shares; 2025Q3: 592,359 shares; 2025Q4: 482,582 shares 482,582 $170M 0.05% -109,777 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,865,843 shares; 2024Q4: 1,729,552 shares; 2025Q1: 1,762,512 shares; 2025Q2: 1,658,017 shares; 2025Q3: 1,375,730 shares; 2025Q4: 1,310,265 shares 1,310,265 $169M 0.05% -65,465 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; 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; 2025Q4: 2,980,787 shares 2,980,787 $169M 0.05% -43,130 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; 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; 2025Q4: 5,987,758 shares 5,987,758 $168M 0.05% -3,446,697 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; 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; 2025Q4: 5,738,831 shares 5,738,831 $168M 0.05% +199,176 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; 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; 2025Q4: 7,299,781 shares 7,299,781 $168M 0.05% -63,456 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 565,877 shares; 2024Q4: 539,048 shares; 2025Q1: 535,490 shares; 2025Q2: 511,633 shares; 2025Q3: 821,286 shares; 2025Q4: 750,827 shares 750,827 $168M 0.05% -70,459 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,244 shares; 2024Q4: 256,931 shares; 2025Q1: 291,532 shares; 2025Q2: 322,080 shares; 2025Q3: 346,614 shares; 2025Q4: 376,246 shares 376,246 $167M 0.05% +29,632 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,188,857 shares; 2024Q4: 2,216,616 shares; 2025Q1: 2,214,352 shares; 2025Q2: 2,231,529 shares; 2025Q3: 1,826,162 shares; 2025Q4: 1,809,157 shares 1,809,157 $167M 0.05% -17,005 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; 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; 2025Q4: 2,864,656 shares 2,864,656 $166M 0.05% -305,095 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; 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; 2025Q4: 1,789,053 shares 1,789,053 $165M 0.05% -115,370 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 633,505 shares; 2024Q4: 675,889 shares; 2025Q1: 602,899 shares; 2025Q2: 597,751 shares; 2025Q3: 572,080 shares; 2025Q4: 556,909 shares 556,909 $165M 0.05% -15,171 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 683,873 shares; 2024Q4: 694,836 shares; 2025Q1: 683,861 shares; 2025Q2: 705,489 shares; 2025Q3: 618,565 shares; 2025Q4: 568,310 shares 568,310 $165M 0.05% -50,255 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,995,574 shares; 2024Q4: 7,484,572 shares; 2025Q1: 7,151,722 shares; 2025Q2: 6,493,085 shares; 2025Q3: 6,552,310 shares; 2025Q4: 5,491,860 shares 5,491,860 $164M 0.05% -1,060,450 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,579,221 shares; 2024Q4: 3,754,934 shares; 2025Q1: 3,098,187 shares; 2025Q2: 3,261,561 shares; 2025Q3: 3,882,503 shares; 2025Q4: 3,491,605 shares 3,491,605 $164M 0.05% -390,898 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 601,767 shares; 2024Q4: 639,025 shares; 2025Q1: 734,903 shares; 2025Q2: 790,677 shares; 2025Q3: 800,646 shares; 2025Q4: 753,358 shares 753,358 $164M 0.05% -47,288 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; 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; 2025Q4: 5,393,686 shares 5,393,686 $163M 0.05% +773,540 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; 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; 2025Q4: 3,014,179 shares 3,014,179 $162M 0.05% -595,346 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 867,552 shares; 2024Q4: 845,979 shares; 2025Q1: 767,517 shares; 2025Q2: 760,192 shares; 2025Q3: 598,693 shares; 2025Q4: 461,955 shares 461,955 $162M 0.05% -136,738 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 585,526 shares; 2024Q4: 589,072 shares; 2025Q1: 599,367 shares; 2025Q2: 544,103 shares; 2025Q3: 525,162 shares; 2025Q4: 477,520 shares 477,520 $161M 0.05% -47,642 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 686,462 shares; 2024Q4: 567,041 shares; 2025Q1: 532,308 shares; 2025Q2: 659,540 shares; 2025Q3: 678,339 shares; 2025Q4: 715,916 shares 715,916 $161M 0.05% +37,577 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,999,706 shares; 2024Q4: 29,456,729 shares; 2025Q1: 27,533,206 shares; 2025Q2: 28,762,442 shares; 2025Q3: 4,791,239 shares; 2025Q4: 4,630,537 shares 4,630,537 $160M 0.05% -160,702 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 728,184 shares; 2024Q4: 678,624 shares; 2025Q1: 656,706 shares; 2025Q2: 635,254 shares; 2025Q3: 637,406 shares; 2025Q4: 526,294 shares 526,294 $159M 0.05% -111,112 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,451,654 shares; 2024Q4: 4,244,331 shares; 2025Q1: 6,014,557 shares; 2025Q2: 8,166,537 shares; 2025Q3: 4,096,003 shares; 2025Q4: 1,321,709 shares 1,321,709 $158M 0.05% -2,774,294 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,250,651 shares 1,250,651 $157M 0.05% -607,047 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,382,181 shares; 2024Q4: 5,395,396 shares; 2025Q1: 4,764,734 shares; 2025Q2: 4,794,652 shares; 2025Q3: 3,623,995 shares; 2025Q4: 3,987,922 shares 3,987,922 $157M 0.05% +363,927 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,699 shares; 2024Q4: 174,094 shares; 2025Q1: 246,615 shares; 2025Q2: 293,042 shares; 2025Q3: 375,175 shares; 2025Q4: 334,385 shares 334,385 $157M 0.05% -40,790 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,426,327 shares; 2024Q4: 3,457,898 shares; 2025Q1: 3,387,953 shares; 2025Q2: 3,418,362 shares; 2025Q3: 3,051,701 shares; 2025Q4: 3,550,393 shares 3,550,393 $157M 0.05% +498,692 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; 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; 2025Q4: 1,038,575 shares 1,038,575 $155M 0.05% +44,878 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,343,873 shares; 2024Q4: 2,101,910 shares; 2025Q1: 2,500,128 shares; 2025Q2: 4,917,874 shares; 2025Q3: 7,286,467 shares; 2025Q4: 5,797,316 shares 5,797,316 $155M 0.05% -1,489,151 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 3,188,607 shares 3,188,607 $155M 0.05% -217,352 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 454,808 shares; 2024Q4: 592,412 shares; 2025Q1: 936,286 shares; 2025Q2: 886,150 shares; 2025Q3: 974,280 shares; 2025Q4: 866,351 shares 866,351 $154M 0.05% -107,929 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,552,890 shares; 2024Q4: 5,079,847 shares; 2025Q1: 5,174,807 shares; 2025Q2: 3,730,985 shares; 2025Q3: 2,697,218 shares; 2025Q4: 2,667,032 shares 2,667,032 $154M 0.05% -30,186 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 708,202 shares; 2024Q4: 717,110 shares; 2025Q1: 801,042 shares; 2025Q2: 812,969 shares; 2025Q3: 739,632 shares; 2025Q4: 613,430 shares 613,430 $152M 0.04% -126,202 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; 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; 2025Q4: 3,748,797 shares 3,748,797 $151M 0.04% -61,955 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,299,396 shares; 2024Q4: 1,238,477 shares; 2025Q1: 1,220,181 shares; 2025Q2: 1,211,883 shares; 2025Q3: 1,085,812 shares; 2025Q4: 1,079,523 shares 1,079,523 $150M 0.04% -6,289 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,175,371 shares 1,175,371 $150M 0.04% -137,473 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 575,955 shares; 2024Q4: 491,593 shares; 2025Q1: 573,607 shares; 2025Q2: 523,014 shares; 2025Q3: 474,024 shares; 2025Q4: 425,282 shares 425,282 $149M 0.04% -48,742 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,909 shares; 2024Q4: 38,112 shares; 2025Q1: 37,625 shares; 2025Q2: 237,707 shares; 2025Q3: 290,245 shares; 2025Q4: 4,067,817 shares 4,067,817 $149M 0.04% +3,777,572 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; 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; 2025Q4: 1,841,520 shares 1,841,520 $149M 0.04% +255,637 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; 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; 2025Q4: 2,198,279 shares 2,198,279 $148M 0.04% +139,048 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,514,153 shares; 2024Q4: 1,529,714 shares; 2025Q1: 1,863,078 shares; 2025Q2: 1,939,826 shares; 2025Q3: 1,990,902 shares; 2025Q4: 1,867,658 shares 1,867,658 $148M 0.04% -123,244 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,736 shares; 2024Q4: 263,073 shares; 2025Q1: 294,981 shares; 2025Q2: 341,325 shares; 2025Q3: 571,221 shares; 2025Q4: 672,516 shares 672,516 $148M 0.04% +101,295 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,631,463 shares; 2024Q4: 1,503,674 shares; 2025Q1: 1,862,573 shares; 2025Q2: 3,138,485 shares; 2025Q3: 3,358,646 shares; 2025Q4: 3,219,652 shares 3,219,652 $147M 0.04% -138,994 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,863,023 shares; 2024Q4: 2,699,600 shares; 2025Q1: 2,690,870 shares; 2025Q2: 2,302,472 shares; 2025Q3: 2,179,523 shares; 2025Q4: 1,657,240 shares 1,657,240 $147M 0.04% -522,283 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,991,859 shares 1,991,859 $146M 0.04% -150,820 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,814,470 shares; 2024Q4: 3,910,427 shares; 2025Q1: 4,153,552 shares; 2025Q2: 2,743,452 shares; 2025Q3: 2,935,199 shares; 2025Q4: 2,891,993 shares 2,891,993 $146M 0.04% -43,206 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,144,923 shares; 2024Q4: 12,252,845 shares; 2025Q1: 1,306,250 shares; 2025Q2: 1,852,838 shares; 2025Q3: 2,892,833 shares; 2025Q4: 1,935,292 shares 1,935,292 $145M 0.04% -957,541 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,126,670 shares; 2024Q4: 1,469,314 shares; 2025Q1: 1,523,827 shares; 2025Q2: 933,246 shares; 2025Q3: 1,248,931 shares; 2025Q4: 1,466,307 shares 1,466,307 $144M 0.04% +217,376 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,292,262 shares; 2024Q4: 1,967,541 shares; 2025Q1: 2,794,427 shares; 2025Q2: 3,576,899 shares; 2025Q3: 4,374,447 shares; 2025Q4: 5,425,750 shares 5,425,750 $144M 0.04% +1,051,303 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,817,602 shares 1,817,602 $143M 0.04% -751,334 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,341 shares; 2024Q4: 539,712 shares; 2025Q1: 1,427,634 shares; 2025Q2: 1,475,828 shares; 2025Q3: 1,149,846 shares; 2025Q4: 2,646,574 shares 2,646,574 $143M 0.04% +1,496,728 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; 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; 2025Q4: 3,437,763 shares 3,437,763 $143M 0.04% -131,492 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 792,359 shares; 2024Q4: 772,732 shares; 2025Q1: 702,523 shares; 2025Q2: 836,341 shares; 2025Q3: 857,248 shares; 2025Q4: 1,006,776 shares 1,006,776 $142M 0.04% +149,528 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; 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; 2025Q4: 2,989,250 shares 2,989,250 $142M 0.04% +58,344 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; 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; 2025Q4: 2,773,434 shares 2,773,434 $141M 0.04% -1,150,167 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; 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; 2025Q4: 1,818,861 shares 1,818,861 $141M 0.04% -17,053 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,481,957 shares; 2024Q4: 3,761,641 shares; 2025Q1: 3,808,227 shares; 2025Q2: 6,394,055 shares; 2025Q3: 6,166,483 shares; 2025Q4: 5,154,200 shares 5,154,200 $140M 0.04% -1,012,283 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,889,676 shares; 2024Q4: 1,449,995 shares; 2025Q1: 1,583,324 shares; 2025Q2: 2,013,659 shares; 2025Q3: 2,117,699 shares; 2025Q4: 2,914,895 shares 2,914,895 $139M 0.04% +797,196 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,933,293 shares; 2025Q3: 4,650,202 shares; 2025Q4: 4,685,569 shares 4,685,569 $139M 0.04% +35,367 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; 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; 2025Q4: 5,054,016 shares 5,054,016 $139M 0.04% +57,665 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; 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; 2025Q4: 857,449 shares 857,449 $139M 0.04% -196,044 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; 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; 2025Q4: 3,028,220 shares 3,028,220 $138M 0.04% -80,811 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; 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; 2025Q4: 5,376,077 shares 5,376,077 $138M 0.04% -382,519 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,753,487 shares; 2024Q4: 1,870,256 shares; 2025Q1: 1,784,896 shares; 2025Q2: 2,191,836 shares; 2025Q3: 1,565,608 shares; 2025Q4: 1,442,269 shares 1,442,269 $137M 0.04% -123,339 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,902 shares; 2024Q4: 1,704,195 shares; 2025Q1: 1,580,160 shares; 2025Q2: 1,562,016 shares; 2025Q3: 1,529,153 shares; 2025Q4: 1,835,463 shares 1,835,463 $135M 0.04% +306,310 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 601,452 shares; 2024Q4: 416,511 shares; 2025Q1: 482,680 shares; 2025Q2: 633,262 shares; 2025Q3: 648,027 shares; 2025Q4: 591,791 shares 591,791 $133M 0.04% -56,236 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; 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; 2025Q4: 5,026,549 shares 5,026,549 $133M 0.04% +153,052 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,496,032 shares; 2024Q4: 1,158,181 shares; 2025Q1: 1,253,900 shares; 2025Q2: 1,337,601 shares; 2025Q3: 1,430,054 shares; 2025Q4: 1,329,465 shares 1,329,465 $133M 0.04% -100,589 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; 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; 2025Q4: 2,287,125 shares 2,287,125 $132M 0.04% +98,684 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,084 shares; 2024Q4: 250,291 shares; 2025Q1: 300,515 shares; 2025Q2: 327,553 shares; 2025Q3: 377,063 shares; 2025Q4: 371,742 shares 371,742 $131M 0.04% -5,321 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,644,544 shares; 2024Q4: 3,337,058 shares; 2025Q1: 3,293,552 shares; 2025Q2: 3,061,677 shares; 2025Q3: 2,996,065 shares; 2025Q4: 2,830,375 shares 2,830,375 $130M 0.04% -165,690 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 810,816 shares; 2024Q4: 941,239 shares; 2025Q1: 868,017 shares; 2025Q2: 825,080 shares; 2025Q3: 844,561 shares; 2025Q4: 811,124 shares 811,124 $130M 0.04% -33,437 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 463,600 shares; 2024Q4: 377,559 shares; 2025Q1: 400,167 shares; 2025Q2: 392,361 shares; 2025Q3: 387,163 shares; 2025Q4: 451,464 shares 451,464 $130M 0.04% +64,301 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,918 shares; 2024Q4: 187,258 shares; 2025Q1: 183,913 shares; 2025Q2: 183,700 shares; 2025Q3: 178,014 shares; 2025Q4: 169,436 shares 169,436 $130M 0.04% -8,578 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; 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; 2025Q4: 4,098,104 shares 4,098,104 $130M 0.04% +653,405 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,644,730 shares 2,644,730 $130M 0.04% -548,539 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; 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; 2025Q4: 2,894,493 shares 2,894,493 $129M 0.04% +582,929 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 363,467 shares; 2024Q4: 369,307 shares; 2025Q1: 402,412 shares; 2025Q2: 511,206 shares; 2025Q3: 344,273 shares; 2025Q4: 308,988 shares 308,988 $129M 0.04% -35,285 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,533 shares; 2024Q4: 108,701 shares; 2025Q1: 494,805 shares; 2025Q2: 733,740 shares; 2025Q3: 782,409 shares; 2025Q4: 2,776,788 shares 2,776,788 $128M 0.04% +1,994,379 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; 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; 2025Q4: 2,298,444 shares 2,298,444 $128M 0.04% +293,299 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; 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; 2025Q4: 1,552,445 shares 1,552,445 $128M 0.04% -97,630 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,135 shares; 2024Q4: 125,163 shares; 2025Q1: 145,216 shares; 2025Q2: 158,126 shares; 2025Q3: 165,156 shares; 2025Q4: 158,148 shares 158,148 $128M 0.04% -7,008 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 942,907 shares 942,907 $128M 0.04% -211,093 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 749,724 shares; 2024Q4: 700,160 shares; 2025Q1: 700,874 shares; 2025Q2: 674,631 shares; 2025Q3: 672,762 shares; 2025Q4: 601,969 shares 601,969 $128M 0.04% -70,793 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; 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; 2025Q4: 2,413,438 shares 2,413,438 $128M 0.04% -444,754 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 467,094 shares; 2024Q4: 480,755 shares; 2025Q1: 500,137 shares; 2025Q2: 484,985 shares; 2025Q3: 483,449 shares; 2025Q4: 440,522 shares 440,522 $127M 0.04% -42,927 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 497,471 shares; 2024Q4: 458,454 shares; 2025Q1: 458,734 shares; 2025Q2: 496,073 shares; 2025Q3: 498,016 shares; 2025Q4: 680,683 shares 680,683 $126M 0.04% +182,667 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; 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; 2025Q4: 3,370,164 shares 3,370,164 $126M 0.04% +522,821 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316,670 shares; 2024Q4: 333,924 shares; 2025Q1: 384,482 shares; 2025Q2: 412,678 shares; 2025Q3: 397,355 shares; 2025Q4: 352,940 shares 352,940 $126M 0.04% -44,415 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,544,512 shares; 2024Q4: 2,974,793 shares; 2025Q1: 3,132,744 shares; 2025Q2: 2,974,264 shares; 2025Q3: 3,067,640 shares; 2025Q4: 3,281,967 shares 3,281,967 $126M 0.04% +214,327 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,342 shares; 2024Q4: 104,554 shares; 2025Q1: 77,564 shares; 2025Q2: 111,719 shares; 2025Q3: 552,008 shares; 2025Q4: 515,759 shares 515,759 $125M 0.04% -36,249 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,393,318 shares; 2024Q4: 1,538,267 shares; 2025Q1: 2,241,631 shares; 2025Q2: 2,566,323 shares; 2025Q3: 2,766,966 shares; 2025Q4: 1,874,721 shares 1,874,721 $125M 0.04% -892,245 Timeline XTWY BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,280,060 shares 3,280,060 $124M 0.04% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,001,111 shares; 2024Q4: 884,052 shares; 2025Q1: 691,946 shares; 2025Q2: 619,515 shares; 2025Q3: 550,244 shares; 2025Q4: 579,098 shares 579,098 $124M 0.04% +28,854 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 756,079 shares; 2024Q4: 748,324 shares; 2025Q1: 738,741 shares; 2025Q2: 762,937 shares; 2025Q3: 760,940 shares; 2025Q4: 658,413 shares 658,413 $124M 0.04% -102,527 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,458,998 shares; 2024Q4: 1,438,526 shares; 2025Q1: 1,427,297 shares; 2025Q2: 1,296,325 shares; 2025Q3: 1,323,623 shares; 2025Q4: 1,329,086 shares 1,329,086 $123M 0.04% +5,463 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,826,913 shares; 2024Q4: 4,788,572 shares; 2025Q1: 4,781,681 shares; 2025Q2: 4,212,625 shares; 2025Q3: 4,076,873 shares; 2025Q4: 3,957,429 shares 3,957,429 $123M 0.04% -119,444 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,269,033 shares; 2024Q4: 1,081,825 shares; 2025Q1: 993,179 shares; 2025Q2: 1,105,942 shares; 2025Q3: 1,028,667 shares; 2025Q4: 1,108,567 shares 1,108,567 $122M 0.04% +79,900 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,138,645 shares; 2024Q4: 1,111,262 shares; 2025Q1: 1,284,083 shares; 2025Q2: 1,381,170 shares; 2025Q3: 1,615,471 shares; 2025Q4: 1,393,427 shares 1,393,427 $122M 0.04% -222,044 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,716 shares; 2024Q4: 149,574 shares; 2025Q1: 161,829 shares; 2025Q2: 230,911 shares; 2025Q3: 201,921 shares; 2025Q4: 179,899 shares 179,899 $122M 0.04% -22,022 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375,150 shares; 2024Q4: 368,560 shares; 2025Q1: 461,160 shares; 2025Q2: 428,491 shares; 2025Q3: 413,491 shares; 2025Q4: 344,312 shares 344,312 $122M 0.04% -69,179 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,393,963 shares 1,393,963 $121M 0.04% -125,036 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,380,689 shares; 2024Q4: 2,212,465 shares; 2025Q1: 2,249,561 shares; 2025Q2: 2,271,214 shares; 2025Q3: 2,198,075 shares; 2025Q4: 2,152,394 shares 2,152,394 $121M 0.04% -45,681 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,057 shares; 2024Q4: 201,480 shares; 2025Q1: 205,079 shares; 2025Q2: 198,515 shares; 2025Q3: 231,802 shares; 2025Q4: 212,224 shares 212,224 $121M 0.04% -19,578 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; 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; 2025Q4: 1,924,116 shares 1,924,116 $120M 0.04% +83,850 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,587,210 shares; 2024Q4: 13,506,832 shares; 2025Q1: 12,684,697 shares; 2025Q2: 12,494,818 shares; 2025Q3: 5,134,706 shares; 2025Q4: 4,949,040 shares 4,949,040 $119M 0.04% -185,666 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; 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; 2025Q4: 1,472,746 shares 1,472,746 $118M 0.04% +39,373 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 944,555 shares 944,555 $118M 0.03% -141,962 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,267 shares; 2024Q4: 347,555 shares; 2025Q1: 871,971 shares; 2025Q2: 1,598,821 shares; 2025Q3: 2,438,090 shares; 2025Q4: 2,541,476 shares 2,541,476 $118M 0.03% +103,386 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,282,674 shares; 2024Q4: 3,626,083 shares; 2025Q1: 3,212,639 shares; 2025Q2: 3,307,425 shares; 2025Q3: 3,110,068 shares; 2025Q4: 2,736,987 shares 2,736,987 $118M 0.03% -373,081 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,933,635 shares; 2024Q4: 1,309,745 shares; 2025Q1: 1,129,467 shares; 2025Q2: 1,050,413 shares; 2025Q3: 1,081,341 shares; 2025Q4: 1,094,762 shares 1,094,762 $118M 0.03% +13,421 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; 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; 2025Q4: 1,981,406 shares 1,981,406 $117M 0.03% +17,417 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; 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; 2025Q4: 1,630,790 shares 1,630,790 $117M 0.03% +13,311 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,251,613 shares; 2024Q4: 1,128,926 shares; 2025Q1: 1,361,393 shares; 2025Q2: 1,648,459 shares; 2025Q3: 1,840,363 shares; 2025Q4: 2,070,801 shares 2,070,801 $117M 0.03% +230,438 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,920,597 shares; 2024Q4: 38,231,301 shares; 2025Q1: 35,031,917 shares; 2025Q2: 36,539,311 shares; 2025Q3: 3,014,081 shares; 2025Q4: 3,069,742 shares 3,069,742 $117M 0.03% +55,661 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,766 shares; 2024Q4: 267,079 shares; 2025Q1: 258,824 shares; 2025Q2: 266,751 shares; 2025Q3: 241,566 shares; 2025Q4: 240,791 shares 240,791 $116M 0.03% -775 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,723,420 shares 1,723,420 $116M 0.03% -415,156 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; 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; 2025Q4: 2,271,430 shares 2,271,430 $115M 0.03% +153,793 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527,885 shares; 2024Q4: 566,491 shares; 2025Q1: 702,560 shares; 2025Q2: 829,777 shares; 2025Q3: 815,248 shares; 2025Q4: 907,941 shares 907,941 $114M 0.03% +92,693 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 875,224 shares; 2024Q4: 903,227 shares; 2025Q1: 1,046,638 shares; 2025Q2: 1,177,709 shares; 2025Q3: 1,288,945 shares; 2025Q4: 1,701,550 shares 1,701,550 $114M 0.03% +412,605 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,199,938 shares; 2024Q4: 1,112,367 shares; 2025Q1: 1,226,852 shares; 2025Q2: 956,797 shares; 2025Q3: 1,019,354 shares; 2025Q4: 1,127,060 shares 1,127,060 $113M 0.03% +107,706 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,600 shares; 2024Q4: 173,872 shares; 2025Q1: 167,518 shares; 2025Q2: 169,907 shares; 2025Q3: 159,740 shares; 2025Q4: 124,634 shares 124,634 $113M 0.03% -35,106 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 546,260 shares; 2024Q4: 499,026 shares; 2025Q1: 480,738 shares; 2025Q2: 527,520 shares; 2025Q3: 649,318 shares; 2025Q4: 620,957 shares 620,957 $113M 0.03% -28,361 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,797 shares; 2024Q4: 174,259 shares; 2025Q1: 174,632 shares; 2025Q2: 184,143 shares; 2025Q3: 166,301 shares; 2025Q4: 184,285 shares 184,285 $113M 0.03% +17,984 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,144,361 shares; 2024Q4: 1,138,162 shares; 2025Q1: 1,303,785 shares; 2025Q2: 1,398,051 shares; 2025Q3: 1,476,362 shares; 2025Q4: 1,550,208 shares 1,550,208 $112M 0.03% +73,846 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 659,006 shares; 2024Q4: 650,786 shares; 2025Q1: 667,790 shares; 2025Q2: 704,475 shares; 2025Q3: 703,021 shares; 2025Q4: 454,839 shares 454,839 $112M 0.03% -248,182 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 446,747 shares; 2024Q4: 2,794,522 shares; 2025Q1: 411,682 shares; 2025Q2: 400,610 shares; 2025Q3: 1,327,228 shares; 2025Q4: 403,944 shares 403,944 $112M 0.03% -923,284 Timeline PIEQ 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,195,168 shares; 2025Q1: 1,831,383 shares; 2025Q2: 2,275,016 shares; 2025Q3: 2,867,217 shares; 2025Q4: 3,388,991 shares 3,388,991 $112M 0.03% +521,774 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,104 shares; 2024Q4: 298,261 shares; 2025Q1: 334,751 shares; 2025Q2: 353,078 shares; 2025Q3: 340,546 shares; 2025Q4: 284,969 shares 284,969 $111M 0.03% -55,577 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; 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; 2025Q4: 1,317,601 shares 1,317,601 $111M 0.03% +58,954 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; 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; 2025Q4: 2,194,673 shares 2,194,673 $111M 0.03% +59,860 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 408,321 shares; 2024Q4: 476,051 shares; 2025Q1: 527,039 shares; 2025Q2: 536,478 shares; 2025Q3: 535,768 shares; 2025Q4: 538,579 shares 538,579 $110M 0.03% +2,811 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 3,150,084 shares 3,150,084 $110M 0.03% -26,913 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,243,184 shares 1,243,184 $110M 0.03% -187,636 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,473,061 shares; 2024Q4: 2,261,895 shares; 2025Q1: 2,290,688 shares; 2025Q2: 2,278,564 shares; 2025Q3: 2,259,878 shares; 2025Q4: 1,999,808 shares 1,999,808 $109M 0.03% -260,070 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,253,947 shares; 2024Q4: 28,739,435 shares; 2025Q1: 23,065,427 shares; 2025Q2: 3,238,294 shares; 2025Q3: 1,610,115 shares; 2025Q4: 1,505,249 shares 1,505,249 $109M 0.03% -104,866 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,299,308 shares; 2024Q4: 2,017,978 shares; 2025Q1: 1,925,669 shares; 2025Q2: 1,828,870 shares; 2025Q3: 2,132,808 shares; 2025Q4: 2,390,890 shares 2,390,890 $109M 0.03% +258,082 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,487,985 shares; 2024Q4: 697,877 shares; 2025Q1: 749,401 shares; 2025Q2: 770,855 shares; 2025Q3: 733,147 shares; 2025Q4: 898,003 shares 898,003 $109M 0.03% +164,856 Timeline APMU 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,832,258 shares; 2024Q4: 2,980,197 shares; 2025Q1: 3,223,513 shares; 2025Q2: 3,460,609 shares; 2025Q3: 3,952,647 shares; 2025Q4: 4,340,842 shares 4,340,842 $109M 0.03% +388,195 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 632,808 shares; 2024Q4: 714,545 shares; 2025Q1: 648,036 shares; 2025Q2: 592,843 shares; 2025Q3: 563,281 shares; 2025Q4: 487,071 shares 487,071 $109M 0.03% -76,210 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,429,486 shares; 2024Q4: 1,297,356 shares; 2025Q1: 1,463,762 shares; 2025Q2: 1,273,001 shares; 2025Q3: 997,015 shares; 2025Q4: 1,095,447 shares 1,095,447 $109M 0.03% +98,432 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,323,253 shares; 2024Q4: 1,403,944 shares; 2025Q1: 1,477,213 shares; 2025Q2: 1,938,383 shares; 2025Q3: 2,048,290 shares; 2025Q4: 2,263,961 shares 2,263,961 $109M 0.03% +215,671 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,475,235 shares; 2024Q4: 2,333,475 shares; 2025Q1: 2,447,086 shares; 2025Q2: 2,465,735 shares; 2025Q3: 1,603,773 shares; 2025Q4: 1,552,450 shares 1,552,450 $108M 0.03% -51,323 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; 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; 2025Q4: 1,666,711 shares 1,666,711 $107M 0.03% -93,853 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,041,243 shares; 2025Q4: 3,334,235 shares 3,334,235 $107M 0.03% +1,292,992 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 555,233 shares; 2024Q4: 498,431 shares; 2025Q1: 470,374 shares; 2025Q2: 435,191 shares; 2025Q3: 414,532 shares; 2025Q4: 476,861 shares 476,861 $107M 0.03% +62,329 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 850,112 shares; 2024Q4: 908,877 shares; 2025Q1: 1,091,182 shares; 2025Q2: 965,748 shares; 2025Q3: 1,176,777 shares; 2025Q4: 1,243,004 shares 1,243,004 $106M 0.03% +66,227 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 789,742 shares; 2024Q4: 761,401 shares; 2025Q1: 727,854 shares; 2025Q2: 647,407 shares; 2025Q3: 602,426 shares; 2025Q4: 546,362 shares 546,362 $106M 0.03% -56,064 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 692,106 shares; 2024Q4: 1,049,605 shares; 2025Q1: 1,303,487 shares; 2025Q2: 1,504,582 shares; 2025Q3: 1,849,637 shares; 2025Q4: 2,231,270 shares 2,231,270 $106M 0.03% +381,633 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,301,506 shares 2,301,506 $106M 0.03% +592,270 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483,836 shares; 2024Q4: 427,051 shares; 2025Q1: 464,904 shares; 2025Q2: 461,493 shares; 2025Q3: 484,462 shares; 2025Q4: 572,214 shares 572,214 $106M 0.03% +87,752 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348,244 shares; 2024Q4: 466,689 shares; 2025Q1: 456,552 shares; 2025Q2: 446,127 shares; 2025Q3: 386,090 shares; 2025Q4: 361,023 shares 361,023 $104M 0.03% -25,067 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,020,980 shares; 2024Q4: 997,534 shares; 2025Q1: 1,061,655 shares; 2025Q2: 912,802 shares; 2025Q3: 979,823 shares; 2025Q4: 1,108,688 shares 1,108,688 $103M 0.03% +128,865 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; 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; 2025Q4: 3,908,695 shares 3,908,695 $103M 0.03% -2,098,944 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,946 shares; 2024Q4: 105,401 shares; 2025Q1: 104,308 shares; 2025Q2: 107,175 shares; 2025Q3: 109,723 shares; 2025Q4: 101,789 shares 101,789 $103M 0.03% -7,934 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,217 shares; 2024Q4: 109,072 shares; 2025Q1: 116,812 shares; 2025Q2: 208,778 shares; 2025Q3: 580,607 shares; 2025Q4: 593,273 shares 593,273 $102M 0.03% +12,666 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 606,796 shares; 2024Q4: 726,449 shares; 2025Q1: 1,216,903 shares; 2025Q2: 2,998,986 shares; 2025Q3: 4,253,697 shares; 2025Q4: 5,826,164 shares 5,826,164 $102M 0.03% +1,572,467 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,741,280 shares; 2024Q4: 2,237,919 shares; 2025Q1: 5,859,051 shares; 2025Q2: 3,072,223 shares; 2025Q3: 3,675,220 shares; 2025Q4: 4,301,496 shares 4,301,496 $102M 0.03% +626,276 Timeline