IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 32,959,643 shares 32,959,643 $21.5B 5.76% +6,617,317 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 10,680,171 shares 10,680,171 $6.38B 1.71% +4,183,120 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 108,956,627 shares 108,956,627 $6.34B 1.7% -1,648,984 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 133,081,202 shares 133,081,202 $6.15B 1.65% +13,988,989 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 86,783,237 shares 86,783,237 $6.05B 1.62% +8,402,979 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 27,729,455 shares 27,729,455 $5.86B 1.57% -663,953 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 49,323,629 shares 49,323,629 $5.58B 1.49% +5,678,425 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 86,071,437 shares 86,071,437 $5.52B 1.48% +9,669,702 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 50,861,594 shares 50,861,594 $4.6B 1.23% +15,977,100 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 59,658,594 shares 59,658,594 $4.44B 1.19% +6,780,227 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 22,591,492 shares 22,591,492 $4.43B 1.19% +2,308,443 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 44,575,170 shares 44,575,170 $4.42B 1.18% +8,597,911 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 11,645,986 shares 11,645,986 $4.31B 1.15% +1,216,967 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 23,044,839 shares 23,044,839 $4.02B 1.08% +2,304,307 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 8,696,213 shares 8,696,213 $3.8B 1.02% +1,040,585 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 153,894,218 shares 153,894,218 $3.53B 0.94% +81,583,262 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 17,774,161 shares 17,774,161 $3.41B 0.91% +1,038,079 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 13,323,726 shares 13,323,726 $3.38B 0.91% +1,648,631 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 59,228,633 shares 59,228,633 $2.85B 0.76% +12,035,281 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 28,904,219 shares 28,904,219 $2.74B 0.73% +2,845,587 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 13,100,276 shares 13,100,276 $2.73B 0.73% +1,002,233 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 22,399,811 shares 22,399,811 $2.49B 0.67% +19,741,068 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 31,520,462 shares 31,520,462 $2.47B 0.66% +7,010,093 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 36,038,875 shares 36,038,875 $2.43B 0.65% +1,838,697 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 22,940,870 shares 22,940,870 $2.31B 0.62% -640,985 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 7,398,279 shares 7,398,279 $2.29B 0.61% +967,717 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,348,833 shares 5,348,833 $2.28B 0.61% +81,917 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 17,886,533 shares 17,886,533 $2.22B 0.6% +1,545,676 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,973,766 shares; 2025Q3: 56,450,098 shares; 2025Q4: 57,880,516 shares; 2026Q1: 66,537,668 shares 66,537,668 $2.19B 0.59% +8,657,152 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 39,564,716 shares 39,564,716 $2.14B 0.57% +4,136,498 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 7,190,378 shares 7,190,378 $2.12B 0.57% +411,820 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 7,317,233 shares 7,317,233 $2.1B 0.56% +623,582 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 8,471,268 shares 8,471,268 $2.03B 0.54% +587,961 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,906,729 shares; 2025Q2: 47,621,954 shares; 2025Q3: 49,958,792 shares; 2025Q4: 49,825,081 shares; 2026Q1: 55,045,916 shares 55,045,916 $1.99B 0.53% +5,220,835 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 6,031,021 shares 6,031,021 $1.93B 0.52% +281,923 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 64,461,584 shares 64,461,584 $1.88B 0.5% +134,381 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 23,554,417 shares 23,554,417 $1.82B 0.49% +6,716,649 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,172,380 shares 3,172,380 $1.82B 0.49% +339,898 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 6,276,868 shares 6,276,868 $1.8B 0.48% +440,218 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 16,704,651 shares 16,704,651 $1.77B 0.47% +2,522,106 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 23,879,834 shares 23,879,834 $1.76B 0.47% +2,409,801 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 7,387,215 shares 7,387,215 $1.76B 0.47% +7,046 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,008,527 shares 3,008,527 $1.74B 0.46% +62,806 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,894,423 shares 5,894,423 $1.69B 0.45% +3,279,928 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,584,704 shares 2,584,704 $1.68B 0.45% +111,705 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 11,768,594 shares 11,768,594 $1.56B 0.42% +103,560 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 20,261,471 shares 20,261,471 $1.55B 0.42% +2,370,112 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,655 shares; 2026Q1: 37,727,890 shares 37,727,890 $1.55B 0.41% +37,657,235 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,343,242 shares 4,343,242 $1.55B 0.41% -224,704 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 6,888,490 shares 6,888,490 $1.47B 0.39% -857,851 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,550,002 shares 44,550,002 $1.46B 0.39% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 14,752,602 shares 14,752,602 $1.41B 0.38% +2,038,705 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 27,040,319 shares 27,040,319 $1.4B 0.38% -462,436 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,456,217 shares; 2025Q4: 50,529,346 shares; 2026Q1: 54,515,368 shares 54,515,368 $1.33B 0.35% +3,986,022 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 26,435,427 shares 26,435,427 $1.32B 0.35% +4,330,050 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 16,125,536 shares 16,125,536 $1.3B 0.35% +513,640 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,819,048 shares 3,819,048 $1.29B 0.35% +280,503 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; 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; 2026Q1: 27,333,692 shares 27,333,692 $1.28B 0.34% +4,927,558 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,153,850 shares 4,153,850 $1.26B 0.34% +382,655 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,942,508 shares 4,942,508 $1.21B 0.32% +383,311 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 24,064,773 shares 24,064,773 $1.19B 0.32% -1,336,454 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,175,177 shares 1,175,177 $1.08B 0.29% +68,519 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,210,808 shares 5,210,808 $1.08B 0.29% +593,279 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,853,567 shares 4,853,567 $1.06B 0.28% +25,341 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 11,763,889 shares 11,763,889 $1.02B 0.27% +27,906 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; 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; 2026Q1: 25,376,362 shares 25,376,362 $1.02B 0.27% +2,809,729 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 25,959,915 shares 25,959,915 $1.01B 0.27% +15,930,985 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,930,698 shares 5,930,698 $981M 0.26% +243,083 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,933,394 shares 1,933,394 $966M 0.26% +145,324 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; 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; 2026Q1: 13,645,822 shares 13,645,822 $939M 0.25% +2,711,886 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 12,151,576 shares 12,151,576 $937M 0.25% +274,700 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,535,022 shares 3,535,022 $926M 0.25% +290,080 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 11,166,107 shares 11,166,107 $924M 0.25% +279,293 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,342,655 shares 5,342,655 $906M 0.24% +205,197 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 20,802,616 shares 20,802,616 $885M 0.24% +1,973,012 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,245,346 shares 4,245,346 $874M 0.23% +1,209,348 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,585,447 shares 2,585,447 $850M 0.23% +315,100 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 8,585,657 shares 8,585,657 $841M 0.23% -2,597,675 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 10,139,321 shares 10,139,321 $817M 0.22% -737,463 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 10,815,549 shares 10,815,549 $812M 0.22% +617,460 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,397,153 shares 3,397,153 $803M 0.21% -1,562,250 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,726,003 shares; 2025Q4: 32,461,098 shares; 2026Q1: 32,545,266 shares 32,545,266 $802M 0.21% +84,168 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,583,931 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; 2026Q1: 8,986,301 shares 8,986,301 $792M 0.21% -10,317,674 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 10,057,486 shares 10,057,486 $780M 0.21% +942,876 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,176,030 shares 5,176,030 $759M 0.2% +35,695 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 10,627,078 shares 10,627,078 $746M 0.2% +335,571 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,647,972 shares 4,647,972 $742M 0.2% +876,508 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,772,532 shares 5,772,532 $740M 0.2% -235,265 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 7,165,021 shares 7,165,021 $733M 0.2% +1,227,412 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; 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; 2026Q1: 6,557,442 shares 6,557,442 $727M 0.19% +107,388 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,695,389 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; 2026Q1: 10,123,774 shares 10,123,774 $711M 0.19% +2,650,353 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 698,150 shares; 2024Q4: 676,402 shares; 2025Q1: 795,233 shares; 2025Q2: 812,640 shares; 2025Q3: 817,094 shares; 2025Q4: 788,888 shares; 2026Q1: 756,940 shares 756,940 $678M 0.18% -31,948 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 7,296,191 shares 7,296,191 $669M 0.18% +4,235,117 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 6,122,891 shares 6,122,891 $667M 0.18% +731,594 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,367,787 shares 5,367,787 $667M 0.18% +32,345 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,231,684 shares 5,231,684 $661M 0.18% -213,647 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 14,219,974 shares 14,219,974 $657M 0.18% -2,255,631 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,381,606 shares 3,381,606 $652M 0.17% +597,651 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 12,895,424 shares 12,895,424 $647M 0.17% +1,552,917 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 6,571,755 shares 6,571,755 $638M 0.17% +597,836 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 11,165,921 shares 11,165,921 $633M 0.17% +1,274,550 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,213,222 shares 3,213,222 $617M 0.17% +1,438,270 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 15,336,462 shares 15,336,462 $616M 0.16% +2,052,085 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 562,988 shares; 2024Q4: 581,395 shares; 2025Q1: 596,414 shares; 2025Q2: 620,982 shares; 2025Q3: 607,350 shares; 2025Q4: 564,871 shares; 2026Q1: 617,064 shares 617,064 $615M 0.16% +52,193 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,870,330 shares; 2025Q1: 3,117,325 shares; 2025Q2: 3,495,415 shares; 2025Q3: 3,620,779 shares; 2025Q4: 3,297,640 shares; 2026Q1: 2,859,751 shares 2,859,751 $611M 0.16% -437,889 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,233,606 shares 4,233,606 $603M 0.16% +611,348 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,013,761 shares 12,013,761 $600M 0.16% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,697,306 shares 1,697,306 $597M 0.16% +499,648 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,225,426 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; 2026Q1: 1,242,321 shares 1,242,321 $595M 0.16% +321,289 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 6,812,832 shares 6,812,832 $590M 0.16% +1,639,219 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 7,395,550 shares 7,395,550 $586M 0.16% +479,087 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; 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; 2026Q1: 1,981,500 shares 1,981,500 $585M 0.16% +604,674 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,115,492 shares 4,115,492 $569M 0.15% +2,460,108 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; 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; 2026Q1: 18,286,178 shares 18,286,178 $558M 0.15% +1,674,055 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,066,913 shares 5,066,913 $556M 0.15% +1,645,822 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 380,735 shares; 2024Q4: 383,893 shares; 2025Q1: 430,721 shares; 2025Q2: 433,558 shares; 2025Q3: 420,493 shares; 2025Q4: 355,763 shares; 2026Q1: 413,700 shares 413,700 $546M 0.15% +57,937 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,215,860 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; 2026Q1: 2,496,901 shares 2,496,901 $537M 0.14% +199,137 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 13,947,010 shares 13,947,010 $536M 0.14% +2,416,294 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,185,168 shares 5,185,168 $532M 0.14% -278,273 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,486,552 shares 1,486,552 $532M 0.14% +280,899 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 17,312,076 shares 17,312,076 $531M 0.14% +1,099,387 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,622,983 shares 5,622,983 $528M 0.14% +183,349 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 558,706 shares; 2025Q1: 530,815 shares; 2025Q2: 562,365 shares; 2025Q3: 540,397 shares; 2025Q4: 527,202 shares; 2026Q1: 545,164 shares 545,164 $524M 0.14% +17,962 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 672,985 shares; 2024Q4: 651,944 shares; 2025Q1: 601,454 shares; 2025Q2: 582,400 shares; 2025Q3: 564,672 shares; 2025Q4: 4,505,746 shares; 2026Q1: 5,415,079 shares 5,415,079 $521M 0.14% +909,333 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 13,259,708 shares 13,259,708 $515M 0.14% +1,167,601 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,520,650 shares 5,520,650 $513M 0.14% +458,437 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,451,729 shares 3,451,729 $511M 0.14% +967 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,100,379 shares 3,100,379 $510M 0.14% +291,147 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,526,740 shares 3,526,740 $509M 0.14% +622,786 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,593,194 shares 1,593,194 $507M 0.14% +244,647 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,355,246 shares 1,355,246 $504M 0.13% +216,556 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 6,314,060 shares 6,314,060 $503M 0.13% +514,586 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,163,890 shares 1,163,890 $501M 0.13% +12,856 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,862,292 shares 5,862,292 $495M 0.13% -414,674 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,725,610 shares 3,725,610 $492M 0.13% +22,710 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,019,478 shares 3,019,478 $488M 0.13% +194,821 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 16,497,160 shares 16,497,160 $478M 0.13% +2,573,588 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 10,297,008 shares 10,297,008 $478M 0.13% +982,418 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,697,125 shares 5,697,125 $476M 0.13% +1,400,916 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; 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; 2026Q1: 1,371,486 shares 1,371,486 $473M 0.13% +44,136 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,921,367 shares 1,921,367 $466M 0.12% +184,928 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,852,976 shares 3,852,976 $463M 0.12% +648,636 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 733,459 shares; 2024Q4: 744,711 shares; 2025Q1: 873,884 shares; 2025Q2: 910,187 shares; 2025Q3: 885,128 shares; 2025Q4: 821,155 shares; 2026Q1: 934,097 shares 934,097 $463M 0.12% +112,942 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,540,186 shares 1,540,186 $460M 0.12% +118,681 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,835,777 shares 3,835,777 $455M 0.12% -38,465 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,951,637 shares 5,951,637 $453M 0.12% +846,665 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,270,973 shares 2,270,973 $447M 0.12% new Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 8,366,041 shares 8,366,041 $445M 0.12% +2,247,135 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,868,030 shares 2,868,030 $445M 0.12% +564,281 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; 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; 2026Q1: 12,565,436 shares 12,565,436 $443M 0.12% +946,215 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,783,449 shares 1,783,449 $442M 0.12% -246,397 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,389,729 shares 5,389,729 $442M 0.12% -27,550 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; 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; 2026Q1: 9,238,385 shares 9,238,385 $441M 0.12% +880,677 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,623,188 shares 1,623,188 $439M 0.12% +272,697 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 8,978,547 shares 8,978,547 $438M 0.12% +604,215 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,471,361 shares 4,471,361 $435M 0.12% -127,293 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,782,534 shares; 2025Q2: 3,891,480 shares; 2025Q3: 10,468,946 shares; 2025Q4: 12,115,687 shares; 2026Q1: 14,096,165 shares 14,096,165 $430M 0.12% +1,980,478 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,885,329 shares 2,885,329 $424M 0.11% +87,817 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,300,647 shares 1,300,647 $424M 0.11% +51,103 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,843,395 shares 5,843,395 $420M 0.11% +1,433,812 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; 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; 2026Q1: 3,623,922 shares 3,623,922 $420M 0.11% +653,530 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,013,155 shares 2,013,155 $419M 0.11% +223,845 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,916,520 shares 4,916,520 $417M 0.11% +523,556 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,088,486 shares 2,088,486 $414M 0.11% +83,435 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,453,292 shares 1,453,292 $412M 0.11% +103,147 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 8,928,162 shares 8,928,162 $408M 0.11% +961,150 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,690,658 shares 4,690,658 $407M 0.11% +772,585 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,144,797 shares 2,144,797 $407M 0.11% -38,323 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,306,144 shares 1,306,144 $406M 0.11% +58,778 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 12,066,556 shares 12,066,556 $403M 0.11% +1,820,435 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,577,628 shares 2,577,628 $400M 0.11% +489,579 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; 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; 2026Q1: 13,586,684 shares 13,586,684 $400M 0.11% +1,272,835 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 304,221 shares; 2024Q4: 306,342 shares; 2025Q1: 329,526 shares; 2025Q2: 332,794 shares; 2025Q3: 316,008 shares; 2025Q4: 278,136 shares; 2026Q1: 268,596 shares 268,596 $395M 0.11% -9,540 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,154,978 shares; 2025Q1: 3,377,316 shares; 2025Q2: 2,992,375 shares; 2025Q3: 2,978,521 shares; 2025Q4: 2,921,257 shares; 2026Q1: 3,220,584 shares 3,220,584 $395M 0.11% +299,327 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,957,355 shares 4,957,355 $394M 0.11% -72,539 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,989,056 shares 2,989,056 $392M 0.1% -230,917 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; 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; 2026Q1: 11,533,906 shares 11,533,906 $387M 0.1% +638,787 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 10,760,802 shares 10,760,802 $386M 0.1% +1,476,949 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,528,873 shares 3,528,873 $385M 0.1% +157,287 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,853,499 shares 2,853,499 $377M 0.1% +357,218 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,416,550 shares 5,416,550 $370M 0.1% +269,419 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,985,108 shares 3,985,108 $370M 0.1% +504,119 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 7,001,324 shares 7,001,324 $368M 0.1% +989,409 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 291,706 shares; 2024Q4: 271,967 shares; 2025Q1: 282,844 shares; 2025Q2: 294,196 shares; 2025Q3: 330,647 shares; 2025Q4: 326,356 shares; 2026Q1: 424,843 shares 424,843 $368M 0.1% +98,487 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,375,929 shares 1,375,929 $366M 0.1% +146,211 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; 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; 2026Q1: 4,874,011 shares 4,874,011 $364M 0.1% +214,054 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,023,989 shares 4,023,989 $361M 0.1% +710,165 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 519,388 shares; 2024Q4: 516,151 shares; 2025Q1: 501,299 shares; 2025Q2: 532,631 shares; 2025Q3: 555,608 shares; 2025Q4: 516,386 shares; 2026Q1: 3,597,245 shares 3,597,245 $360M 0.1% +3,080,859 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 402,841 shares; 2024Q4: 410,503 shares; 2025Q1: 421,454 shares; 2025Q2: 431,173 shares; 2025Q3: 456,831 shares; 2025Q4: 552,909 shares; 2026Q1: 412,616 shares 412,616 $360M 0.1% -140,293 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 6,946,627 shares 6,946,627 $356M 0.1% -890,777 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 820,557 shares 820,557 $355M 0.09% -13,641 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,311,384 shares 2,311,384 $353M 0.09% +529,186 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 7,489,125 shares 7,489,125 $351M 0.09% +2,114,894 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,613,157 shares 1,613,157 $350M 0.09% +265,870 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; 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; 2026Q1: 479,795 shares 479,795 $349M 0.09% +93,314 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 12,842,029 shares 12,842,029 $349M 0.09% +1,771,136 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; 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; 2026Q1: 8,332,768 shares 8,332,768 $346M 0.09% +54,575 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; 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; 2026Q1: 5,814,584 shares 5,814,584 $346M 0.09% +1,445,988 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,096,991 shares 1,096,991 $344M 0.09% -24,701 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,621,662 shares 2,621,662 $343M 0.09% +108,845 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; 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; 2026Q1: 2,372,022 shares 2,372,022 $343M 0.09% +261,225 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 7,436,033 shares 7,436,033 $341M 0.09% +928,026 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 770,078 shares; 2024Q4: 707,211 shares; 2025Q1: 698,866 shares; 2025Q2: 722,879 shares; 2025Q3: 676,461 shares; 2025Q4: 635,548 shares; 2026Q1: 564,405 shares 564,405 $341M 0.09% -71,143 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 997,693 shares 997,693 $341M 0.09% -22,392 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 7,472,266 shares 7,472,266 $341M 0.09% +1,686,456 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,510,953 shares 3,510,953 $338M 0.09% +676,755 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 6,493,521 shares 6,493,521 $338M 0.09% +455,516 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; 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; 2026Q1: 3,651,679 shares 3,651,679 $337M 0.09% +77,425 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; 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; 2026Q1: 791,930 shares 791,930 $337M 0.09% -19,141 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,678,720 shares 2,678,720 $335M 0.09% +239,812 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,454,793 shares 5,454,793 $334M 0.09% +1,049,195 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,570,199 shares 4,570,199 $333M 0.09% +163,642 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,698,788 shares 1,698,788 $330M 0.09% +233,171 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,903,455 shares 2,903,455 $329M 0.09% +403,985 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; 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; 2026Q1: 756,892 shares 756,892 $328M 0.09% +145,228 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 892,275 shares; 2024Q4: 875,899 shares; 2025Q1: 877,941 shares; 2025Q2: 885,162 shares; 2025Q3: 917,424 shares; 2025Q4: 799,964 shares; 2026Q1: 949,019 shares 949,019 $326M 0.09% +149,055 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,512,342 shares 2,512,342 $324M 0.09% +307,393 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 6,343,669 shares 6,343,669 $320M 0.09% -521,993 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 11,980,916 shares 11,980,916 $314M 0.08% +6,183,600 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; 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; 2026Q1: 4,424,807 shares 4,424,807 $310M 0.08% -326,401 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 737,782 shares; 2024Q4: 693,553 shares; 2025Q1: 639,877 shares; 2025Q2: 603,458 shares; 2025Q3: 591,975 shares; 2025Q4: 3,946,388 shares; 2026Q1: 4,046,669 shares 4,046,669 $310M 0.08% +100,281 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 656,743 shares; 2024Q4: 670,258 shares; 2025Q1: 770,571 shares; 2025Q2: 808,223 shares; 2025Q3: 747,211 shares; 2025Q4: 629,672 shares; 2026Q1: 573,520 shares 573,520 $309M 0.08% -56,152 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; 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; 2026Q1: 6,064,188 shares 6,064,188 $308M 0.08% +124,835 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,792 shares; 2025Q1: 31,514 shares; 2025Q2: 59,900 shares; 2025Q3: 9,621,180 shares; 2025Q4: 10,600,380 shares; 2026Q1: 12,070,747 shares 12,070,747 $306M 0.08% +1,470,367 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,874,816 shares 4,874,816 $305M 0.08% +1,642,211 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; 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; 2026Q1: 1,456,347 shares 1,456,347 $304M 0.08% -42,657 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 909,697 shares; 2024Q4: 814,226 shares; 2025Q1: 800,297 shares; 2025Q2: 626,356 shares; 2025Q3: 568,471 shares; 2025Q4: 518,558 shares; 2026Q1: 613,387 shares 613,387 $301M 0.08% +94,829 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 244,301 shares; 2024Q4: 259,400 shares; 2025Q1: 395,624 shares; 2025Q2: 536,917 shares; 2025Q3: 561,982 shares; 2025Q4: 524,099 shares; 2026Q1: 533,584 shares 533,584 $301M 0.08% +9,485 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 8,887,386 shares 8,887,386 $300M 0.08% +1,971,147 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 521,985 shares; 2024Q4: 485,233 shares; 2025Q1: 463,208 shares; 2025Q2: 476,877 shares; 2025Q3: 476,207 shares; 2025Q4: 432,262 shares; 2026Q1: 423,577 shares 423,577 $300M 0.08% -8,685 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,098,636 shares 2,098,636 $297M 0.08% +162,934 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,589,997 shares 3,589,997 $296M 0.08% +96,911 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,194,627 shares 2,194,627 $291M 0.08% +333,089 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,581,763 shares 1,581,763 $289M 0.08% +74,508 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; 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; 2026Q1: 4,484,547 shares 4,484,547 $288M 0.08% +212,879 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; 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; 2026Q1: 10,941,504 shares 10,941,504 $288M 0.08% +890,993 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 420,780 shares; 2024Q4: 275,574 shares; 2025Q1: 282,967 shares; 2025Q2: 284,591 shares; 2025Q3: 282,771 shares; 2025Q4: 535,482 shares; 2026Q1: 746,218 shares 746,218 $286M 0.08% +210,736 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 8,244,288 shares 8,244,288 $284M 0.08% +1,298,850 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,779,321 shares; 2026Q1: 3,106,648 shares 3,106,648 $284M 0.08% +327,327 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 882,848 shares 882,848 $283M 0.08% -5,800 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,550,338 shares 5,550,338 $281M 0.08% +1,214,449 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; 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; 2026Q1: 3,867,428 shares 3,867,428 $280M 0.08% +222,214 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; 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; 2026Q1: 1,401,347 shares 1,401,347 $278M 0.07% -195,567 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; 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; 2026Q1: 3,096,896 shares 3,096,896 $277M 0.07% +236,540 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; 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; 2026Q1: 2,767,044 shares 2,767,044 $277M 0.07% +1,437,579 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,494,305 shares 2,494,305 $276M 0.07% +156,218 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; 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; 2026Q1: 754,341 shares 754,341 $274M 0.07% +19,961 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,802,123 shares 4,802,123 $272M 0.07% +664,404 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,201,882 shares 1,201,882 $272M 0.07% +308,417 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,402,498 shares 5,402,498 $270M 0.07% +745,787 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 772,624 shares; 2025Q2: 1,846,515 shares; 2025Q3: 5,204,921 shares; 2025Q4: 7,301,620 shares; 2026Q1: 9,119,781 shares 9,119,781 $268M 0.07% +1,818,161 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,251,187 shares 2,251,187 $267M 0.07% +401,894 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 9,345,601 shares 9,345,601 $262M 0.07% +697,500 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; 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; 2026Q1: 1,380,762 shares 1,380,762 $262M 0.07% +98,242 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,107,440 shares 1,107,440 $262M 0.07% +80,773 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 759,144 shares; 2024Q4: 705,720 shares; 2025Q1: 693,226 shares; 2025Q2: 672,362 shares; 2025Q3: 670,407 shares; 2025Q4: 671,448 shares; 2026Q1: 711,289 shares 711,289 $261M 0.07% +39,841 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,859,012 shares 1,859,012 $259M 0.07% +73,345 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 648,882 shares; 2024Q4: 590,143 shares; 2025Q1: 563,053 shares; 2025Q2: 593,884 shares; 2025Q3: 592,046 shares; 2025Q4: 2,723,260 shares; 2026Q1: 2,468,956 shares 2,468,956 $258M 0.07% -254,304 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,871,929 shares; 2026Q1: 4,519,601 shares 4,519,601 $257M 0.07% +1,647,672 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,060,150 shares 1,060,150 $257M 0.07% -186,769 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 6,848,829 shares 6,848,829 $257M 0.07% +707,485 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 11,484,876 shares 11,484,876 $257M 0.07% +1,101,113 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,562,549 shares 2,562,549 $256M 0.07% +280,862 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,774,473 shares 2,774,473 $256M 0.07% +556,607 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 621,435 shares; 2024Q4: 569,986 shares; 2025Q1: 567,360 shares; 2025Q2: 539,824 shares; 2025Q3: 518,719 shares; 2025Q4: 486,503 shares; 2026Q1: 551,097 shares 551,097 $254M 0.07% +64,594 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 466,131 shares; 2024Q4: 391,308 shares; 2025Q1: 378,265 shares; 2025Q2: 378,614 shares; 2025Q3: 393,951 shares; 2025Q4: 345,707 shares; 2026Q1: 363,071 shares 363,071 $253M 0.07% +17,364 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; 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; 2026Q1: 2,116,407 shares 2,116,407 $251M 0.07% +5,222 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; 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; 2026Q1: 9,790,652 shares 9,790,652 $251M 0.07% +658,732 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,019,497 shares; 2024Q4: 45,425 shares; 2025Q1: 4,085,345 shares; 2025Q2: 79,489 shares; 2025Q3: 80,661 shares; 2025Q4: 3,083,814 shares; 2026Q1: 2,673,783 shares 2,673,783 $248M 0.07% -410,031 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; 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; 2026Q1: 4,147,870 shares 4,147,870 $246M 0.07% +1,283,214 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 338,623 shares; 2024Q4: 344,597 shares; 2025Q1: 319,649 shares; 2025Q2: 293,967 shares; 2025Q3: 277,164 shares; 2025Q4: 269,173 shares; 2026Q1: 290,242 shares 290,242 $246M 0.07% +21,069 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,205,830 shares 1,205,830 $245M 0.07% -169,933 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; 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; 2026Q1: 1,864,770 shares 1,864,770 $244M 0.07% -22,430 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; 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; 2026Q1: 4,131,911 shares 4,131,911 $242M 0.06% +1,151,124 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,614,444 shares 2,614,444 $241M 0.06% +513,886 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,044,934 shares 1,044,934 $240M 0.06% +34,977 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,320,707 shares 1,320,707 $240M 0.06% -702,271 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; 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; 2026Q1: 2,043,584 shares 2,043,584 $239M 0.06% +212,896 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,615,039 shares 3,615,039 $239M 0.06% +175,288 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; 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; 2026Q1: 4,066,826 shares 4,066,826 $238M 0.06% +820,447 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,363,918 shares 2,363,918 $238M 0.06% +1,236,858 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 744,707 shares; 2024Q4: 912,204 shares; 2025Q1: 877,828 shares; 2025Q2: 903,722 shares; 2025Q3: 1,212,307 shares; 2025Q4: 1,164,325 shares; 2026Q1: 11,044,733 shares 11,044,733 $237M 0.06% +9,880,408 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,445,718 shares 2,445,718 $236M 0.06% +174,859 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,100,818 shares 3,100,818 $235M 0.06% +202,193 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,281,523 shares; 2026Q1: 2,584,384 shares 2,584,384 $230M 0.06% +302,861 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; 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; 2026Q1: 3,117,940 shares 3,117,940 $230M 0.06% +229,094 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,978,652 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; 2026Q1: 9,927,434 shares 9,927,434 $230M 0.06% +465,191 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,827,651 shares 4,827,651 $229M 0.06% +43,160 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 708,202 shares; 2024Q4: 717,110 shares; 2025Q1: 801,042 shares; 2025Q2: 812,969 shares; 2025Q3: 739,632 shares; 2025Q4: 613,430 shares; 2026Q1: 784,700 shares 784,700 $228M 0.06% +171,270 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 721,679 shares; 2024Q4: 681,435 shares; 2025Q1: 674,469 shares; 2025Q2: 679,608 shares; 2025Q3: 657,670 shares; 2025Q4: 586,876 shares; 2026Q1: 748,996 shares 748,996 $227M 0.06% +162,120 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,487,430 shares 1,487,430 $225M 0.06% +85,820 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 403,068 shares; 2024Q4: 422,698 shares; 2025Q1: 470,328 shares; 2025Q2: 448,988 shares; 2025Q3: 470,755 shares; 2025Q4: 471,643 shares; 2026Q1: 503,564 shares 503,564 $225M 0.06% +31,921 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 6,604,704 shares 6,604,704 $224M 0.06% +44,763 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; 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; 2026Q1: 7,828,032 shares 7,828,032 $224M 0.06% +1,674,443 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 773,774 shares; 2024Q4: 679,896 shares; 2025Q1: 583,271 shares; 2025Q2: 535,055 shares; 2025Q3: 590,925 shares; 2025Q4: 599,799 shares; 2026Q1: 659,764 shares 659,764 $223M 0.06% +59,965 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,009,107 shares 4,009,107 $223M 0.06% +620,468 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,205,341 shares 1,205,341 $222M 0.06% +70,649 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,692,527 shares 1,692,527 $222M 0.06% +120,199 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,186,685 shares 1,186,685 $222M 0.06% -21,520 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; 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; 2026Q1: 1,970,630 shares 1,970,630 $221M 0.06% +181,577 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; 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; 2026Q1: 4,187,745 shares 4,187,745 $221M 0.06% +406,670 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 64,123 shares 64,123 $217M 0.06% +999 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,117,130 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; 2026Q1: 1,961,201 shares 1,961,201 $216M 0.06% -78,848 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,295,218 shares 2,295,218 $216M 0.06% +303,610 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; 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; 2026Q1: 3,751,255 shares 3,751,255 $216M 0.06% +737,076 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; 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; 2026Q1: 4,324,817 shares 4,324,817 $216M 0.06% +477,292 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,952,895 shares 1,952,895 $216M 0.06% +844,328 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,638,626 shares 4,638,626 $215M 0.06% +579,995 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,774,477 shares 1,774,477 $215M 0.06% -117,423 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; 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; 2026Q1: 50,986 shares 50,986 $215M 0.06% -601 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; 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; 2026Q1: 2,221,926 shares 2,221,926 $213M 0.06% +130,139 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,925,507 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; 2026Q1: 7,816,803 shares 7,816,803 $213M 0.06% +1,521,296 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; 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; 2026Q1: 977,349 shares 977,349 $212M 0.06% -244,681 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,781,026 shares 1,781,026 $211M 0.06% +104,337 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,081,338 shares; 2024Q4: 4,764,560 shares; 2025Q1: 4,443,450 shares; 2025Q2: 4,479,718 shares; 2025Q3: 4,388,493 shares; 2025Q4: 2,102,372 shares; 2026Q1: 4,263,800 shares 4,263,800 $211M 0.06% +2,161,428 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,242,978 shares 2,242,978 $210M 0.06% +433,821 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,009,886 shares 1,009,886 $210M 0.06% -21,121 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,403,448 shares 4,403,448 $209M 0.06% +780,647 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,462,655 shares 2,462,655 $209M 0.06% +239,271 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,889,676 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; 2026Q1: 4,087,573 shares 4,087,573 $208M 0.06% +1,172,678 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,831 shares; 2024Q4: 56,969 shares; 2025Q1: 53,028 shares; 2025Q2: 56,079 shares; 2025Q3: 50,384 shares; 2025Q4: 1,223,050 shares; 2026Q1: 1,226,668 shares 1,226,668 $207M 0.06% +3,618 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,282,710 shares 4,282,710 $207M 0.06% +791,105 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 633,156 shares; 2024Q4: 600,822 shares; 2025Q1: 695,949 shares; 2025Q2: 697,250 shares; 2025Q3: 750,689 shares; 2025Q4: 883,373 shares; 2026Q1: 978,855 shares 978,855 $207M 0.06% +95,482 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,818,125 shares 3,818,125 $207M 0.06% -57,412 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 433,449 shares; 2024Q4: 465,535 shares; 2025Q1: 480,639 shares; 2025Q2: 445,525 shares; 2025Q3: 395,208 shares; 2025Q4: 459,514 shares; 2026Q1: 823,943 shares 823,943 $206M 0.06% +364,429 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,831,442 shares 1,831,442 $204M 0.05% +146,761 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,180,821 shares 2,180,821 $203M 0.05% +188,962 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; 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; 2026Q1: 1,274,191 shares 1,274,191 $200M 0.05% +220,448 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; 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; 2026Q1: 854,747 shares 854,747 $199M 0.05% +76,963 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,386,933 shares 5,386,933 $198M 0.05% -4,175 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,681,203 shares 3,681,203 $198M 0.05% +1,034,629 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,961,451 shares 1,961,451 $197M 0.05% +92,684 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; 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; 2026Q1: 1,133,483 shares 1,133,483 $197M 0.05% +1,537 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; 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; 2026Q1: 4,322,702 shares 4,322,702 $196M 0.05% -388,625 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,305,664 shares; 2024Q4: 7,361,329 shares; 2025Q1: 20,819,921 shares; 2025Q2: 7,088,380 shares; 2025Q3: 5,233,892 shares; 2025Q4: 1,449,141 shares; 2026Q1: 4,591,882 shares 4,591,882 $195M 0.05% +3,142,741 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 489,882 shares 489,882 $195M 0.05% +54,491 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,435,458 shares 5,435,458 $193M 0.05% +804,921 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 728,184 shares; 2024Q4: 678,624 shares; 2025Q1: 656,706 shares; 2025Q2: 635,254 shares; 2025Q3: 637,406 shares; 2025Q4: 526,294 shares; 2026Q1: 637,264 shares 637,264 $193M 0.05% +110,970 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; 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; 2026Q1: 2,931,145 shares 2,931,145 $193M 0.05% +732,866 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,154,411 shares 2,154,411 $191M 0.05% +497,171 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; 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; 2026Q1: 880,532 shares 880,532 $191M 0.05% -150,727 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 632,687 shares; 2024Q4: 625,134 shares; 2025Q1: 632,180 shares; 2025Q2: 634,181 shares; 2025Q3: 592,359 shares; 2025Q4: 482,582 shares; 2026Q1: 579,827 shares 579,827 $191M 0.05% +97,245 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; 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; 2026Q1: 701,352 shares 701,352 $190M 0.05% +108,079 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,157,249 shares 2,157,249 $189M 0.05% -192,302 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,441,383 shares 4,441,383 $189M 0.05% +453,461 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,986,281 shares 1,986,281 $188M 0.05% +91,737 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,027,210 shares 1,027,210 $187M 0.05% -283,055 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 427,526 shares 427,526 $187M 0.05% +24,568 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; 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; 2026Q1: 7,671,554 shares 7,671,554 $186M 0.05% +198,621 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,861,894 shares 3,861,894 $186M 0.05% +673,287 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 6,622,443 shares 6,622,443 $184M 0.05% +1,468,243 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,271,201 shares 1,271,201 $184M 0.05% -32,357 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 601,767 shares; 2024Q4: 639,025 shares; 2025Q1: 734,903 shares; 2025Q2: 790,677 shares; 2025Q3: 800,646 shares; 2025Q4: 753,358 shares; 2026Q1: 921,936 shares 921,936 $183M 0.05% +168,578 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 872,596 shares 872,596 $183M 0.05% -158,323 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 863,662 shares; 2024Q4: 853,808 shares; 2025Q1: 831,637 shares; 2025Q2: 637,002 shares; 2025Q3: 651,049 shares; 2025Q4: 675,777 shares; 2026Q1: 711,923 shares 711,923 $183M 0.05% +36,146 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,707,351 shares; 2024Q4: 1,694,095 shares; 2025Q1: 1,484,020 shares; 2025Q2: 1,397,313 shares; 2025Q3: 133,774 shares; 2025Q4: 130,734 shares; 2026Q1: 1,286,319 shares 1,286,319 $183M 0.05% +1,155,585 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; 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; 2026Q1: 376,919 shares 376,919 $183M 0.05% +75,482 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 6,336,285 shares 6,336,285 $182M 0.05% +844,425 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 6,880,441 shares 6,880,441 $181M 0.05% +1,454,691 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,923,187 shares 3,923,187 $180M 0.05% +173,283 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,170,669 shares 4,170,669 $180M 0.05% +1,433,682 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; 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; 2026Q1: 715,527 shares 715,527 $179M 0.05% +143,313 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 852,529 shares; 2024Q4: 736,470 shares; 2025Q1: 759,877 shares; 2025Q2: 780,250 shares; 2025Q3: 632,488 shares; 2025Q4: 526,363 shares; 2026Q1: 1,033,938 shares 1,033,938 $178M 0.05% +507,575 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; 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; 2026Q1: 4,306,793 shares 4,306,793 $178M 0.05% +869,030 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,909 shares; 2024Q4: 38,112 shares; 2025Q1: 37,625 shares; 2025Q2: 237,707 shares; 2025Q3: 290,245 shares; 2025Q4: 4,067,817 shares; 2026Q1: 4,704,639 shares 4,704,639 $175M 0.05% +636,822 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 683,873 shares; 2024Q4: 694,836 shares; 2025Q1: 683,861 shares; 2025Q2: 705,489 shares; 2025Q3: 618,565 shares; 2025Q4: 568,310 shares; 2026Q1: 597,978 shares 597,978 $174M 0.05% +29,668 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; 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; 2026Q1: 1,821,437 shares 1,821,437 $174M 0.05% +62,622 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,082,245 shares 1,082,245 $174M 0.05% +117,994 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; 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; 2026Q1: 5,083,784 shares 5,083,784 $170M 0.05% +29,768 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; 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; 2026Q1: 613,175 shares 613,175 $170M 0.05% -334,981 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; 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; 2026Q1: 229,386 shares 229,386 $169M 0.05% +45,101 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; 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; 2026Q1: 5,719,913 shares 5,719,913 $167M 0.04% -18,918 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 837,279 shares 837,279 $166M 0.04% +156,596 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; 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; 2026Q1: 402,674 shares 402,674 $164M 0.04% +26,428 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 352,100 shares; 2024Q4: 351,038 shares; 2025Q1: 310,068 shares; 2025Q2: 340,634 shares; 2025Q3: 336,227 shares; 2025Q4: 373,961 shares; 2026Q1: 420,362 shares 420,362 $164M 0.04% +46,401 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,564,278 shares 2,564,278 $164M 0.04% +689,557 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,203,437 shares 1,203,437 $164M 0.04% -189,990 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; 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; 2026Q1: 4,117,743 shares 4,117,743 $164M 0.04% +368,946 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; 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; 2026Q1: 7,208,169 shares 7,208,169 $163M 0.04% -91,612 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 6,575,417 shares 6,575,417 $163M 0.04% +1,626,377 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 454,808 shares; 2024Q4: 592,412 shares; 2025Q1: 936,286 shares; 2025Q2: 886,150 shares; 2025Q3: 974,280 shares; 2025Q4: 866,351 shares; 2026Q1: 1,112,303 shares 1,112,303 $163M 0.04% +245,952 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,056,486 shares 2,056,486 $162M 0.04% +551,237 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,487,985 shares; 2024Q4: 697,877 shares; 2025Q1: 749,401 shares; 2025Q2: 770,855 shares; 2025Q3: 733,147 shares; 2025Q4: 898,003 shares; 2026Q1: 1,190,571 shares 1,190,571 $162M 0.04% +292,568 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; 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; 2026Q1: 1,024,273 shares 1,024,273 $161M 0.04% +81,357 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,299,396 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; 2026Q1: 1,103,411 shares 1,103,411 $161M 0.04% +23,888 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; 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; 2026Q1: 5,306,167 shares 5,306,167 $160M 0.04% -87,519 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; 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; 2026Q1: 5,994,839 shares 5,994,839 $160M 0.04% +968,290 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,001,111 shares; 2024Q4: 884,052 shares; 2025Q1: 691,946 shares; 2025Q2: 619,515 shares; 2025Q3: 550,244 shares; 2025Q4: 579,098 shares; 2026Q1: 780,995 shares 780,995 $159M 0.04% +201,897 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; 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; 2026Q1: 1,104,070 shares 1,104,070 $158M 0.04% +65,495 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 502,854 shares 502,854 $158M 0.04% +25,334 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; 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; 2026Q1: 2,734,313 shares 2,734,313 $157M 0.04% +447,188 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,869,090 shares 1,869,090 $156M 0.04% +145,670 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 238,541 shares; 2024Q4: 240,800 shares; 2025Q1: 406,702 shares; 2025Q2: 191,602 shares; 2025Q3: 187,656 shares; 2025Q4: 177,220 shares; 2026Q1: 1,474,396 shares 1,474,396 $156M 0.04% +1,297,176 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 429,674 shares; 2024Q4: 3,718,606 shares; 2025Q1: 224,001 shares; 2025Q2: 294,732 shares; 2025Q3: 372,585 shares; 2025Q4: 373,458 shares; 2026Q1: 1,061,925 shares 1,061,925 $154M 0.04% +688,467 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; 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; 2026Q1: 3,286,444 shares 3,286,444 $154M 0.04% +297,194 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,272,443 shares 3,272,443 $154M 0.04% +442,068 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,786,661 shares 2,786,661 $154M 0.04% +119,629 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; 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; 2026Q1: 2,768,184 shares 2,768,184 $153M 0.04% +469,740 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,556,317 shares 1,556,317 $153M 0.04% +460,870 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 697,903 shares 697,903 $153M 0.04% -4,018,072 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 527,885 shares; 2024Q4: 566,491 shares; 2025Q1: 702,560 shares; 2025Q2: 829,777 shares; 2025Q3: 815,248 shares; 2025Q4: 907,941 shares; 2026Q1: 926,356 shares 926,356 $152M 0.04% +18,415 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; 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; 2026Q1: 5,232,369 shares 5,232,369 $152M 0.04% +546,800 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,351,256 shares 1,351,256 $151M 0.04% +29,547 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,328,764 shares 3,328,764 $151M 0.04% -221,629 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 408,321 shares; 2024Q4: 476,051 shares; 2025Q1: 527,039 shares; 2025Q2: 536,478 shares; 2025Q3: 535,768 shares; 2025Q4: 538,579 shares; 2026Q1: 653,042 shares 653,042 $151M 0.04% +114,463 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,998,358 shares 1,998,358 $150M 0.04% +63,066 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; 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; 2026Q1: 3,339,722 shares 3,339,722 $150M 0.04% +445,229 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; 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; 2026Q1: 487,559 shares 487,559 $148M 0.04% +47,037 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; 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; 2026Q1: 2,623,984 shares 2,623,984 $148M 0.04% +210,546 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,152,154 shares 2,152,154 $147M 0.04% +450,604 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; 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; 2026Q1: 1,943,875 shares 1,943,875 $146M 0.04% +102,355 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 809,946 shares; 2024Q4: 801,717 shares; 2025Q1: 802,896 shares; 2025Q2: 793,857 shares; 2025Q3: 728,254 shares; 2025Q4: 921,191 shares; 2026Q1: 3,310,707 shares 3,310,707 $146M 0.04% +2,389,516 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; 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; 2026Q1: 3,959,430 shares 3,959,430 $146M 0.04% +1,185,996 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 147,897 shares 147,897 $145M 0.04% -21,539 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188,057 shares; 2024Q4: 201,480 shares; 2025Q1: 205,079 shares; 2025Q2: 198,515 shares; 2025Q3: 231,802 shares; 2025Q4: 212,224 shares; 2026Q1: 212,062 shares 212,062 $145M 0.04% -162 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 852,980 shares 852,980 $144M 0.04% +194,567 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; 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; 2026Q1: 5,273,968 shares 5,273,968 $144M 0.04% -713,790 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 363,187 shares 363,187 $144M 0.04% +28,802 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 686,462 shares; 2024Q4: 567,041 shares; 2025Q1: 532,308 shares; 2025Q2: 659,540 shares; 2025Q3: 678,339 shares; 2025Q4: 715,916 shares; 2026Q1: 687,323 shares 687,323 $143M 0.04% -28,593 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,544,512 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; 2026Q1: 3,621,293 shares 3,621,293 $143M 0.04% +339,326 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,567,650 shares 1,567,650 $143M 0.04% +173,687 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; 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; 2026Q1: 4,401,869 shares 4,401,869 $142M 0.04% +303,765 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,482,809 shares 1,482,809 $142M 0.04% +40,540 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,631,463 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; 2026Q1: 3,143,707 shares 3,143,707 $142M 0.04% -75,945 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,475,438 shares 2,475,438 $141M 0.04% +475,630 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; 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; 2026Q1: 315,989 shares 315,989 $140M 0.04% -197,778 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,687,037 shares 1,687,037 $140M 0.04% +511,666 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; 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; 2026Q1: 1,640,438 shares 1,640,438 $139M 0.04% -178,423 Timeline LCAP 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 408,275 shares; 2025Q3: 781,130 shares; 2025Q4: 2,930,545 shares; 2026Q1: 4,784,973 shares 4,784,973 $139M 0.04% +1,854,428 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,152,631 shares; 2024Q4: 926,407 shares; 2025Q1: 457,708 shares; 2025Q2: 807,340 shares; 2025Q3: 1,220,985 shares; 2025Q4: 1,698,310 shares; 2026Q1: 2,670,777 shares 2,670,777 $138M 0.04% +972,467 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,920,910 shares 1,920,910 $138M 0.04% +53,252 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; 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; 2026Q1: 3,003,789 shares 3,003,789 $138M 0.04% +227,001 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; 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; 2026Q1: 125,855 shares 125,855 $138M 0.04% +1,221 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 336,180 shares; 2024Q4: 316,179 shares; 2025Q1: 349,006 shares; 2025Q2: 381,298 shares; 2025Q3: 409,973 shares; 2025Q4: 346,831 shares; 2026Q1: 385,806 shares 385,806 $137M 0.04% +38,975 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 792,359 shares; 2024Q4: 772,732 shares; 2025Q1: 702,523 shares; 2025Q2: 836,341 shares; 2025Q3: 857,248 shares; 2025Q4: 1,006,776 shares; 2026Q1: 941,353 shares 941,353 $137M 0.04% -65,423 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 423,209 shares 423,209 $137M 0.04% +78,897 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,081,651 shares 1,081,651 $137M 0.04% +138,744 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; 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; 2026Q1: 623,100 shares 623,100 $136M 0.04% +21,131 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 549,119 shares 549,119 $136M 0.04% +33,360 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,919,254 shares 1,919,254 $136M 0.04% +101,652 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; 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; 2026Q1: 1,577,741 shares 1,577,741 $135M 0.04% +104,995 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,707,270 shares 1,707,270 $135M 0.04% -128,193 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; 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; 2026Q1: 3,657,495 shares 3,657,495 $134M 0.04% +587,753 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,433,369 shares 2,433,369 $134M 0.04% +362,568 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 391,990 shares; 2024Q4: 447,065 shares; 2025Q1: 577,346 shares; 2025Q2: 723,997 shares; 2025Q3: 1,132,219 shares; 2025Q4: 1,401,253 shares; 2026Q1: 2,671,940 shares 2,671,940 $134M 0.04% +1,270,687 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 549,436 shares 549,436 $132M 0.04% -7,473 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; 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; 2026Q1: 120,243 shares 120,243 $131M 0.04% +18,454 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; 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; 2026Q1: 1,716,439 shares 1,716,439 $130M 0.03% +85,649 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,069 shares; 2024Q4: 171,236 shares; 2025Q1: 205,807 shares; 2025Q2: 220,831 shares; 2025Q3: 228,813 shares; 2025Q4: 238,870 shares; 2026Q1: 2,163,558 shares 2,163,558 $130M 0.03% +1,924,688 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; 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; 2026Q1: 2,240,766 shares 2,240,766 $129M 0.03% +316,650 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; 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; 2026Q1: 7,410,501 shares 7,410,501 $129M 0.03% +1,584,337 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; 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; 2026Q1: 439,498 shares 439,498 $129M 0.03% +14,216 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,316,599 shares 1,316,599 $128M 0.03% +73,415 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,203,450 shares 4,203,450 $127M 0.03% +246,021 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; 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; 2026Q1: 3,733,082 shares 3,733,082 $127M 0.03% +344,091 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,011,729 shares; 2024Q4: 895,333 shares; 2025Q1: 1,342,999 shares; 2025Q2: 2,107,947 shares; 2025Q3: 2,111,952 shares; 2025Q4: 2,201,679 shares; 2026Q1: 2,583,725 shares 2,583,725 $126M 0.03% +382,046 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 317,465 shares; 2024Q4: 299,328 shares; 2025Q1: 329,177 shares; 2025Q2: 411,313 shares; 2025Q3: 409,904 shares; 2025Q4: 360,488 shares; 2026Q1: 472,619 shares 472,619 $126M 0.03% +112,131 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,280,060 shares; 2026Q1: 3,346,226 shares 3,346,226 $126M 0.03% +66,166 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; 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; 2026Q1: 3,988,690 shares 3,988,690 $125M 0.03% -2,062,520 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 463,600 shares; 2024Q4: 377,559 shares; 2025Q1: 400,167 shares; 2025Q2: 392,361 shares; 2025Q3: 387,163 shares; 2025Q4: 451,464 shares; 2026Q1: 459,701 shares 459,701 $125M 0.03% +8,237 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; 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; 2026Q1: 5,013,814 shares 5,013,814 $125M 0.03% +672,972 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 574,006 shares; 2024Q4: 568,958 shares; 2025Q1: 602,612 shares; 2025Q2: 647,173 shares; 2025Q3: 635,740 shares; 2025Q4: 551,866 shares; 2026Q1: 674,566 shares 674,566 $125M 0.03% +122,700 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,250,405 shares 3,250,405 $124M 0.03% +100,321 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,614,826 shares 2,614,826 $123M 0.03% +383,556 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; 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; 2026Q1: 3,750,475 shares 3,750,475 $123M 0.03% +380,311 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 812,685 shares 812,685 $123M 0.03% +140,169 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,722,783 shares 1,722,783 $123M 0.03% +170,333 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; 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; 2026Q1: 2,474,122 shares 2,474,122 $122M 0.03% +202,692 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,000,103 shares 2,000,103 $122M 0.03% -152,291 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; 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; 2026Q1: 2,683,703 shares 2,683,703 $122M 0.03% +292,813 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; 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; 2026Q1: 5,876,955 shares 5,876,955 $122M 0.03% +500,878 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,135 shares; 2024Q4: 125,163 shares; 2025Q1: 145,216 shares; 2025Q2: 158,126 shares; 2025Q3: 165,156 shares; 2025Q4: 158,148 shares; 2026Q1: 166,712 shares 166,712 $121M 0.03% +8,564 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,901 shares; 2024Q4: 57,584 shares; 2025Q1: 68,551 shares; 2025Q2: 78,206 shares; 2025Q3: 89,817 shares; 2025Q4: 84,815 shares; 2026Q1: 1,053,691 shares 1,053,691 $121M 0.03% +968,876 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 701,062 shares 701,062 $120M 0.03% -28,814 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,602,855 shares 2,602,855 $120M 0.03% +61,379 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,933,635 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; 2026Q1: 1,122,626 shares 1,122,626 $120M 0.03% +27,864 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,930 shares; 2024Q4: 87,446 shares; 2025Q1: 117,907 shares; 2025Q2: 161,131 shares; 2025Q3: 319,545 shares; 2025Q4: 274,205 shares; 2026Q1: 305,144 shares 305,144 $120M 0.03% +30,939 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 476,413 shares 476,413 $119M 0.03% +72,469 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; 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; 2026Q1: 5,078,511 shares 5,078,511 $118M 0.03% +777,015 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; 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; 2026Q1: 1,700,217 shares 1,700,217 $118M 0.03% +150,009 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 659,006 shares; 2024Q4: 650,786 shares; 2025Q1: 667,790 shares; 2025Q2: 704,475 shares; 2025Q3: 703,021 shares; 2025Q4: 454,839 shares; 2026Q1: 452,159 shares 452,159 $118M 0.03% -2,680 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,814,470 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; 2026Q1: 2,351,977 shares 2,351,977 $117M 0.03% -540,016 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 620,279 shares; 2024Q4: 516,056 shares; 2025Q1: 711,315 shares; 2025Q2: 3,245,078 shares; 2025Q3: 3,319,880 shares; 2025Q4: 858,287 shares; 2026Q1: 1,125,270 shares 1,125,270 $116M 0.03% +266,983 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 697,343 shares; 2024Q4: 559,570 shares; 2025Q1: 713,663 shares; 2025Q2: 536,533 shares; 2025Q3: 540,805 shares; 2025Q4: 427,432 shares; 2026Q1: 1,155,040 shares 1,155,040 $116M 0.03% +727,608 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,418,971 shares 2,418,971 $116M 0.03% +155,010 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 860,307 shares; 2024Q4: 2,223,082 shares; 2025Q1: 2,713,127 shares; 2025Q2: 2,509,983 shares; 2025Q3: 3,636,388 shares; 2025Q4: 3,418,635 shares; 2026Q1: 4,647,990 shares 4,647,990 $116M 0.03% +1,229,355 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; 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; 2026Q1: 2,300,509 shares 2,300,509 $115M 0.03% +105,836 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; 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; 2026Q1: 320,343 shares 320,343 $115M 0.03% +11,355 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285,766 shares; 2024Q4: 267,079 shares; 2025Q1: 258,824 shares; 2025Q2: 266,751 shares; 2025Q3: 241,566 shares; 2025Q4: 240,791 shares; 2026Q1: 247,243 shares 247,243 $115M 0.03% +6,452 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 455,451 shares; 2024Q4: 415,084 shares; 2025Q1: 297,464 shares; 2025Q2: 401,828 shares; 2025Q3: 467,437 shares; 2025Q4: 469,009 shares; 2026Q1: 804,901 shares 804,901 $114M 0.03% +335,892 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; 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; 2026Q1: 1,414,833 shares 1,414,833 $113M 0.03% +97,232 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; 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; 2026Q1: 836,042 shares 836,042 $113M 0.03% +24,918 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 867,552 shares; 2024Q4: 845,979 shares; 2025Q1: 767,517 shares; 2025Q2: 760,192 shares; 2025Q3: 598,693 shares; 2025Q4: 461,955 shares; 2026Q1: 463,276 shares 463,276 $113M 0.03% +1,321 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,300,968 shares; 2024Q4: 1,427,097 shares; 2025Q1: 1,469,761 shares; 2025Q2: 1,547,779 shares; 2025Q3: 1,580,485 shares; 2025Q4: 1,639,258 shares; 2026Q1: 1,914,720 shares 1,914,720 $113M 0.03% +275,462 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 708,764 shares; 2024Q4: 691,112 shares; 2025Q1: 839,085 shares; 2025Q2: 1,077,184 shares; 2025Q3: 1,154,892 shares; 2025Q4: 893,943 shares; 2026Q1: 1,295,680 shares 1,295,680 $113M 0.03% +401,737 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,122,268 shares; 2024Q4: 2,548,441 shares; 2025Q1: 1,618,171 shares; 2025Q2: 1,936,261 shares; 2025Q3: 2,763,992 shares; 2025Q4: 2,565,135 shares; 2026Q1: 4,844,527 shares 4,844,527 $111M 0.03% +2,279,392 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 348,748 shares 348,748 $111M 0.03% -10,247,007 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,913,065 shares; 2024Q4: 3,531,112 shares; 2025Q1: 3,233,587 shares; 2025Q2: 1,987,335 shares; 2025Q3: 1,745,139 shares; 2025Q4: 1,533,536 shares; 2026Q1: 1,825,394 shares 1,825,394 $111M 0.03% +291,858 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,145 shares; 2024Q4: 186,693 shares; 2025Q1: 201,838 shares; 2025Q2: 187,332 shares; 2025Q3: 183,247 shares; 2025Q4: 170,709 shares; 2026Q1: 201,209 shares 201,209 $110M 0.03% +30,500 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 274,104 shares; 2024Q4: 298,261 shares; 2025Q1: 334,751 shares; 2025Q2: 353,078 shares; 2025Q3: 340,546 shares; 2025Q4: 284,969 shares; 2026Q1: 265,037 shares 265,037 $110M 0.03% -19,932 Timeline