VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,148,042 shares; 2024Q4: 28,577,762 shares; 2025Q1: 32,272,101 shares; 2025Q2: 35,058,923 shares; 2025Q3: 35,215,110 shares 35,215,110 $16.8B 11.43% +156,187 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,483,967 shares; 2024Q4: 128,947,585 shares; 2025Q1: 138,625,924 shares; 2025Q2: 145,385,703 shares; 2025Q3: 143,917,621 shares 143,917,621 $14.4B 9.81% -1,468,082 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,574,855 shares; 2024Q4: 12,051,651 shares; 2025Q1: 14,282,483 shares; 2025Q2: 16,600,491 shares; 2025Q3: 17,201,745 shares 17,201,745 $11.4B 7.79% +601,254 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,185,773 shares; 2024Q4: 53,858,087 shares; 2025Q1: 54,080,352 shares; 2025Q2: 52,282,312 shares; 2025Q3: 53,966,784 shares 53,966,784 $10.1B 6.86% +1,684,472 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,084,807 shares; 2024Q4: 9,387,695 shares; 2025Q1: 10,685,240 shares; 2025Q2: 13,185,471 shares; 2025Q3: 13,791,786 shares 13,791,786 $8.42B 5.73% +606,315 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,420,572 shares; 2024Q4: 88,571,458 shares; 2025Q1: 89,235,188 shares; 2025Q2: 89,703,239 shares; 2025Q3: 96,540,540 shares 96,540,540 $8.36B 5.69% +6,837,301 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,990,340 shares; 2024Q4: 62,207,278 shares; 2025Q1: 66,497,354 shares; 2025Q2: 69,710,394 shares; 2025Q3: 75,344,008 shares 75,344,008 $7.25B 4.94% +5,633,614 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,474,418 shares; 2024Q4: 17,440,379 shares; 2025Q1: 18,352,893 shares; 2025Q2: 20,981,556 shares; 2025Q3: 23,008,930 shares 23,008,930 $6.73B 4.58% +2,027,374 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,391,682 shares; 2024Q4: 15,917,052 shares; 2025Q1: 16,130,782 shares; 2025Q2: 16,788,189 shares; 2025Q3: 17,324,351 shares 17,324,351 $5.31B 3.62% +536,162 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,279,943 shares; 2024Q4: 9,740,751 shares; 2025Q1: 10,240,732 shares; 2025Q2: 10,828,766 shares; 2025Q3: 11,256,502 shares 11,256,502 $4.09B 2.79% +427,736 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,982 shares; 2024Q4: 15,584,437 shares; 2025Q1: 31,074,010 shares; 2025Q2: 44,200,159 shares; 2025Q3: 50,982,604 shares 50,982,604 $3.97B 2.7% +6,782,445 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,939,303 shares; 2024Q4: 60,525,582 shares; 2025Q1: 62,382,141 shares; 2025Q2: 66,774,459 shares; 2025Q3: 71,364,109 shares 71,364,109 $3.33B 2.27% +4,589,650 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,071,058 shares; 2024Q4: 61,462,419 shares; 2025Q1: 54,121,352 shares; 2025Q2: 49,517,444 shares; 2025Q3: 51,311,775 shares 51,311,775 $3.05B 2.08% +1,794,331 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,122,184 shares; 2024Q4: 19,425,031 shares; 2025Q1: 20,808,055 shares; 2025Q2: 22,299,575 shares; 2025Q3: 61,767,288 shares 61,767,288 $2.33B 1.59% +39,467,713 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,482,698 shares; 2024Q4: 1,734,575 shares; 2025Q1: 2,121,798 shares; 2025Q2: 2,291,692 shares; 2025Q3: 14,885,601 shares 14,885,601 $1.76B 1.2% +12,593,909 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,176,473 shares; 2024Q4: 5,892,052 shares; 2025Q1: 6,189,537 shares; 2025Q2: 7,776,974 shares; 2025Q3: 19,051,672 shares 19,051,672 $1.68B 1.15% +11,274,698 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,736,357 shares; 2024Q4: 9,320,249 shares; 2025Q1: 10,056,638 shares; 2025Q2: 10,804,657 shares; 2025Q3: 10,047,475 shares 10,047,475 $1.4B 0.95% -757,182 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,159,445 shares; 2024Q4: 17,716,121 shares; 2025Q1: 18,411,354 shares; 2025Q2: 18,702,026 shares; 2025Q3: 34,132,198 shares 34,132,198 $1.07B 0.73% +15,430,172 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,059,249 shares; 2024Q4: 9,715,329 shares; 2025Q1: 10,190,121 shares; 2025Q2: 10,635,085 shares; 2025Q3: 11,290,255 shares 11,290,255 $860M 0.59% +655,170 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,081,678 shares; 2024Q4: 6,294,142 shares; 2025Q1: 6,092,014 shares; 2025Q2: 6,165,916 shares; 2025Q3: 5,232,290 shares 5,232,290 $855M 0.58% -933,626 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,404,373 shares; 2024Q4: 4,537,638 shares; 2025Q1: 4,861,523 shares; 2025Q2: 5,231,840 shares; 2025Q3: 5,577,746 shares 5,577,746 $795M 0.54% +345,906 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 591,778 shares; 2024Q4: 818,188 shares; 2025Q1: 1,097,614 shares; 2025Q2: 1,315,091 shares; 2025Q3: 1,486,773 shares 1,486,773 $762M 0.52% +171,682 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,767,663 shares; 2024Q4: 2,306,508 shares; 2025Q1: 3,109,514 shares; 2025Q2: 3,751,823 shares; 2025Q3: 4,108,025 shares 4,108,025 $735M 0.5% +356,202 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,884,776 shares; 2024Q4: 1,924,969 shares; 2025Q1: 1,980,162 shares; 2025Q2: 1,987,578 shares; 2025Q3: 2,067,298 shares 2,067,298 $684M 0.47% +79,720 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,213,854 shares; 2024Q4: 7,332,914 shares; 2025Q1: 6,657,608 shares; 2025Q2: 6,964,529 shares; 2025Q3: 2,639,026 shares 2,639,026 $672M 0.46% -4,325,503 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,098,662 shares; 2024Q4: 1,463,971 shares; 2025Q1: 1,926,440 shares; 2025Q2: 2,287,145 shares; 2025Q3: 2,620,999 shares 2,620,999 $669M 0.46% +333,854 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,070,046 shares; 2024Q4: 1,504,944 shares; 2025Q1: 2,029,711 shares; 2025Q2: 2,562,621 shares; 2025Q3: 2,948,468 shares 2,948,468 $648M 0.44% +385,847 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 968,047 shares; 2024Q4: 1,326,410 shares; 2025Q1: 1,814,959 shares; 2025Q2: 2,293,189 shares; 2025Q3: 2,608,376 shares 2,608,376 $642M 0.44% +315,187 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,884,179 shares; 2024Q4: 4,306,885 shares; 2025Q1: 4,831,365 shares; 2025Q2: 5,698,055 shares; 2025Q3: 6,130,302 shares 6,130,302 $610M 0.42% +432,247 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,092,431 shares; 2024Q4: 4,224,958 shares; 2025Q1: 5,837,667 shares; 2025Q2: 7,394,186 shares; 2025Q3: 8,606,166 shares 8,606,166 $583M 0.4% +1,211,980 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 538,767 shares; 2024Q4: 852,304 shares; 2025Q1: 1,262,644 shares; 2025Q2: 1,815,339 shares; 2025Q3: 2,285,296 shares 2,285,296 $561M 0.38% +469,957 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 528,307 shares; 2024Q4: 607,400 shares; 2025Q1: 683,904 shares; 2025Q2: 773,617 shares; 2025Q3: 814,667 shares 814,667 $541M 0.37% +41,050 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 739,069 shares; 2024Q4: 961,987 shares; 2025Q1: 1,198,179 shares; 2025Q2: 1,384,762 shares; 2025Q3: 1,488,771 shares 1,488,771 $497M 0.34% +104,009 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,649,688 shares; 2024Q4: 12,598,311 shares; 2025Q1: 9,822,559 shares; 2025Q2: 8,424,731 shares; 2025Q3: 6,869,047 shares 6,869,047 $464M 0.32% -1,555,684 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,361,885 shares; 2024Q4: 2,419,536 shares; 2025Q1: 2,454,026 shares; 2025Q2: 2,412,159 shares; 2025Q3: 2,495,402 shares 2,495,402 $435M 0.3% +83,243 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,694,597 shares; 2024Q4: 6,738,037 shares; 2025Q1: 5,298,751 shares; 2025Q2: 4,658,236 shares; 2025Q3: 3,796,121 shares 3,796,121 $427M 0.29% -862,115 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,086,052 shares; 2024Q4: 3,598,079 shares; 2025Q1: 4,525,078 shares; 2025Q2: 5,474,798 shares; 2025Q3: 6,145,989 shares 6,145,989 $401M 0.27% +671,191 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,377,783 shares; 2024Q4: 4,351,905 shares; 2025Q1: 3,230,661 shares; 2025Q2: 3,499,272 shares; 2025Q3: 3,669,595 shares 3,669,595 $340M 0.23% +170,323 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,331,908 shares; 2024Q4: 5,888,244 shares; 2025Q1: 4,497,096 shares; 2025Q2: 2,759,719 shares; 2025Q3: 2,811,945 shares 2,811,945 $337M 0.23% +52,226 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 699,335 shares; 2024Q4: 860,651 shares; 2025Q1: 1,096,198 shares; 2025Q2: 1,395,581 shares; 2025Q3: 1,542,835 shares 1,542,835 $332M 0.23% +147,254 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,431,899 shares; 2024Q4: 1,630,781 shares; 2025Q1: 1,882,559 shares; 2025Q2: 2,143,196 shares; 2025Q3: 2,343,326 shares 2,343,326 $330M 0.22% +200,130 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,552,495 shares; 2024Q4: 2,685,061 shares; 2025Q1: 3,955,630 shares; 2025Q2: 5,646,393 shares; 2025Q3: 7,854,486 shares 7,854,486 $329M 0.22% +2,208,093 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445,031 shares; 2024Q4: 601,772 shares; 2025Q1: 769,996 shares; 2025Q2: 915,896 shares; 2025Q3: 1,025,461 shares 1,025,461 $324M 0.22% +109,565 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,874 shares; 2024Q4: 204,518 shares; 2025Q1: 283,481 shares; 2025Q2: 366,649 shares; 2025Q3: 421,626 shares 421,626 $313M 0.21% +54,977 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,176,661 shares; 2024Q4: 3,985,097 shares; 2025Q1: 2,531,729 shares; 2025Q2: 2,037,447 shares; 2025Q3: 1,488,282 shares 1,488,282 $302M 0.21% -549,165 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,872,287 shares; 2024Q4: 3,442,958 shares; 2025Q1: 3,529,097 shares; 2025Q2: 4,381,736 shares; 2025Q3: 5,703,321 shares 5,703,321 $285M 0.19% +1,321,585 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,486,383 shares; 2024Q4: 2,225,640 shares; 2025Q1: 3,322,912 shares; 2025Q2: 4,591,124 shares; 2025Q3: 5,999,008 shares 5,999,008 $262M 0.18% +1,407,884 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,860,215 shares; 2024Q4: 3,189,832 shares; 2025Q1: 3,346,454 shares; 2025Q2: 3,845,647 shares; 2025Q3: 3,376,293 shares 3,376,293 $251M 0.17% -469,354 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,089,219 shares; 2024Q4: 8,441,577 shares; 2025Q1: 7,915,281 shares; 2025Q2: 4,814,006 shares; 2025Q3: 1,017,868 shares 1,017,868 $246M 0.17% -3,796,138 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,484 shares; 2024Q4: 168,892 shares; 2025Q1: 251,774 shares; 2025Q2: 346,120 shares; 2025Q3: 410,930 shares 410,930 $245M 0.17% +64,810 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 684,179 shares; 2024Q4: 699,325 shares; 2025Q1: 723,604 shares; 2025Q2: 767,631 shares; 2025Q3: 806,462 shares 806,462 $235M 0.16% +38,831 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,827 shares; 2024Q4: 308,063 shares; 2025Q1: 371,321 shares; 2025Q2: 436,446 shares; 2025Q3: 480,061 shares 480,061 $223M 0.15% +43,615 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,208,041 shares; 2024Q4: 1,516,730 shares; 2025Q1: 1,510,950 shares; 2025Q2: 1,962,716 shares; 2025Q3: 2,071,369 shares 2,071,369 $220M 0.15% +108,653 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308,045 shares; 2024Q4: 400,306 shares; 2025Q1: 492,604 shares; 2025Q2: 566,728 shares; 2025Q3: 636,370 shares 636,370 $215M 0.15% +69,642 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,429,329 shares; 2024Q4: 2,723,188 shares; 2025Q1: 6,862,034 shares; 2025Q2: 10,068,578 shares; 2025Q3: 2,089,493 shares 2,089,493 $204M 0.14% -7,979,085 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,464 shares; 2024Q4: 236,852 shares; 2025Q1: 300,965 shares; 2025Q2: 357,262 shares; 2025Q3: 403,696 shares 403,696 $202M 0.14% +46,434 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,621,552 shares; 2024Q4: 2,756,003 shares; 2025Q1: 3,130,494 shares; 2025Q2: 3,403,180 shares; 2025Q3: 3,662,285 shares 3,662,285 $197M 0.13% +259,105 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,878 shares; 2024Q4: 493,749 shares; 2025Q1: 944,747 shares; 2025Q2: 1,757,166 shares; 2025Q3: 2,122,912 shares 2,122,912 $197M 0.13% +365,746 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,192,350 shares; 2024Q4: 2,328,337 shares; 2025Q1: 2,442,915 shares; 2025Q2: 2,572,625 shares; 2025Q3: 2,694,026 shares 2,694,026 $191M 0.13% +121,401 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,382,526 shares; 2024Q4: 2,400,592 shares; 2025Q1: 1,311,587 shares; 2025Q2: 1,062,970 shares; 2025Q3: 906,506 shares 906,506 $190M 0.13% -156,464 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,069,637 shares; 2024Q4: 1,750,757 shares; 2025Q1: 2,633,492 shares; 2025Q2: 3,845,225 shares; 2025Q3: 4,799,841 shares 4,799,841 $189M 0.13% +954,616 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,394 shares; 2024Q4: 342,879 shares; 2025Q1: 418,272 shares; 2025Q2: 494,365 shares; 2025Q3: 555,676 shares 555,676 $182M 0.12% +61,311 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,005 shares; 2024Q4: 42,368 shares; 2025Q1: 600,596 shares; 2025Q2: 1,323,831 shares; 2025Q3: 1,435,255 shares 1,435,255 $172M 0.12% +111,424 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,954,789 shares; 2024Q4: 1,912,378 shares; 2025Q1: 646,506 shares; 2025Q2: 688,885 shares; 2025Q3: 562,371 shares 562,371 $168M 0.11% -126,514 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,396,181 shares; 2024Q4: 1,508,819 shares; 2025Q1: 1,658,980 shares; 2025Q2: 1,861,338 shares; 2025Q3: 2,119,821 shares 2,119,821 $165M 0.11% +258,483 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,192 shares; 2024Q4: 113,685 shares; 2025Q1: 149,687 shares; 2025Q2: 188,578 shares; 2025Q3: 218,571 shares 218,571 $159M 0.11% +29,993 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,529 shares; 2024Q4: 154,129 shares; 2025Q1: 239,337 shares; 2025Q2: 302,460 shares; 2025Q3: 350,825 shares 350,825 $155M 0.11% +48,365 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 402,185 shares; 2024Q4: 554,349 shares; 2025Q1: 697,011 shares; 2025Q2: 832,799 shares; 2025Q3: 955,975 shares 955,975 $153M 0.1% +123,176 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 384,026 shares; 2024Q4: 880,464 shares; 2025Q1: 1,421,426 shares; 2025Q2: 1,509,160 shares; 2025Q3: 2,000,192 shares 2,000,192 $148M 0.1% +491,032 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396,618 shares; 2024Q4: 519,058 shares; 2025Q1: 677,436 shares; 2025Q2: 767,003 shares; 2025Q3: 856,139 shares 856,139 $140M 0.1% +89,136 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 386,126 shares; 2024Q4: 532,288 shares; 2025Q1: 679,906 shares; 2025Q2: 798,156 shares; 2025Q3: 899,293 shares 899,293 $137M 0.09% +101,137 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,945 shares; 2024Q4: 456,747 shares; 2025Q1: 559,577 shares; 2025Q2: 664,870 shares; 2025Q3: 745,052 shares 745,052 $135M 0.09% +80,182 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 460,228 shares; 2024Q4: 766,218 shares; 2025Q1: 1,193,604 shares; 2025Q2: 1,575,902 shares; 2025Q3: 1,837,887 shares 1,837,887 $134M 0.09% +261,985 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,477,229 shares; 2024Q4: 3,540,054 shares; 2025Q1: 4,221,532 shares; 2025Q2: 4,878,673 shares; 2025Q3: 5,639,255 shares 5,639,255 $130M 0.09% +760,582 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,607 shares; 2024Q4: 315,313 shares; 2025Q1: 394,008 shares; 2025Q2: 452,302 shares; 2025Q3: 507,162 shares 507,162 $130M 0.09% +54,860 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 707,301 shares; 2024Q4: 961,106 shares; 2025Q1: 1,148,294 shares; 2025Q2: 1,773,729 shares; 2025Q3: 1,919,469 shares 1,919,469 $125M 0.09% +145,740 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 578,410 shares; 2024Q4: 726,347 shares; 2025Q1: 930,668 shares; 2025Q2: 1,211,347 shares; 2025Q3: 1,454,093 shares 1,454,093 $122M 0.08% +242,746 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,779 shares; 2025Q1: 80,441 shares; 2025Q2: 96,338 shares; 2025Q3: 105,575 shares 105,575 $122M 0.08% +9,237 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 854,995 shares; 2024Q4: 1,335,007 shares; 2025Q1: 1,963,522 shares; 2025Q2: 2,946,022 shares; 2025Q3: 3,578,414 shares 3,578,414 $121M 0.08% +632,392 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: 6 shares; 2025Q1: 668,517 shares; 2025Q2: 1,446,109 shares; 2025Q3: 2,027,327 shares 2,027,327 $115M 0.08% +581,218 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,581 shares; 2024Q4: 62,476 shares; 2025Q1: 87,924 shares; 2025Q2: 106,916 shares; 2025Q3: 124,725 shares 124,725 $114M 0.08% +17,809 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,040 shares; 2024Q4: 262,971 shares; 2025Q1: 344,887 shares; 2025Q2: 406,281 shares; 2025Q3: 467,551 shares 467,551 $113M 0.08% +61,270 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,272,017 shares; 2024Q4: 6,887,870 shares; 2025Q1: 2,810,381 shares; 2025Q2: 2,043,236 shares; 2025Q3: 2,166,492 shares 2,166,492 $111M 0.08% +123,256 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355,789 shares; 2024Q4: 511,521 shares; 2025Q1: 677,924 shares; 2025Q2: 805,219 shares; 2025Q3: 884,130 shares 884,130 $109M 0.07% +78,911 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,049,415 shares; 2024Q4: 1,080,470 shares; 2025Q1: 1,177,164 shares; 2025Q2: 1,288,493 shares; 2025Q3: 1,376,671 shares 1,376,671 $109M 0.07% +88,178 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420,321 shares; 2024Q4: 680,945 shares; 2025Q1: 882,771 shares; 2025Q2: 993,184 shares; 2025Q3: 1,101,252 shares 1,101,252 $108M 0.07% +108,068 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,193 shares; 2024Q4: 578,769 shares; 2025Q1: 1,116,276 shares; 2025Q2: 1,548,208 shares; 2025Q3: 2,163,891 shares 2,163,891 $108M 0.07% +615,683 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,959 shares; 2024Q4: 217,376 shares; 2025Q1: 359,897 shares; 2025Q2: 460,103 shares; 2025Q3: 590,329 shares 590,329 $105M 0.07% +130,226 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,032 shares; 2024Q4: 134,393 shares; 2025Q1: 173,049 shares; 2025Q2: 196,551 shares; 2025Q3: 224,407 shares 224,407 $104M 0.07% +27,856 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,032 shares; 2024Q4: 447,517 shares; 2025Q1: 995,431 shares; 2025Q2: 1,423,466 shares; 2025Q3: 1,968,503 shares 1,968,503 $101M 0.07% +545,037 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 416,428 shares; 2024Q4: 549,880 shares; 2025Q1: 739,551 shares; 2025Q2: 964,679 shares; 2025Q3: 1,116,704 shares 1,116,704 $98.9M 0.07% +152,025 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,745 shares; 2024Q4: 121,134 shares; 2025Q1: 152,764 shares; 2025Q2: 190,325 shares; 2025Q3: 210,556 shares 210,556 $97.3M 0.07% +20,231 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,780 shares; 2024Q4: 223,959 shares; 2025Q1: 390,771 shares; 2025Q2: 535,373 shares; 2025Q3: 607,672 shares 607,672 $96.9M 0.07% +72,299 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 508,257 shares; 2024Q4: 562,985 shares; 2025Q1: 568,450 shares; 2025Q2: 611,282 shares; 2025Q3: 673,817 shares 673,817 $95.4M 0.06% +62,535 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,271 shares; 2024Q4: 356,486 shares; 2025Q1: 456,817 shares; 2025Q2: 571,900 shares; 2025Q3: 669,072 shares 669,072 $94M 0.06% +97,172 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 591,634 shares; 2024Q4: 908,942 shares; 2025Q1: 1,431,184 shares; 2025Q2: 1,642,797 shares; 2025Q3: 1,627,225 shares 1,627,225 $93.6M 0.06% -15,572 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,669 shares; 2024Q4: 275,859 shares; 2025Q1: 386,533 shares; 2025Q2: 532,145 shares; 2025Q3: 639,369 shares 639,369 $92.6M 0.06% +107,224 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,625 shares; 2024Q4: 347,941 shares; 2025Q1: 475,242 shares; 2025Q2: 653,620 shares; 2025Q3: 741,637 shares 741,637 $90.7M 0.06% +88,017 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,217 shares; 2024Q4: 529,995 shares; 2025Q1: 796,488 shares; 2025Q2: 1,112,603 shares; 2025Q3: 1,387,326 shares 1,387,326 $89.5M 0.06% +274,723 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,091 shares; 2024Q4: 264,511 shares; 2025Q1: 319,118 shares; 2025Q2: 378,868 shares; 2025Q3: 425,785 shares 425,785 $87.5M 0.06% +46,917 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 386,027 shares; 2024Q4: 522,027 shares; 2025Q1: 690,119 shares; 2025Q2: 803,590 shares; 2025Q3: 889,305 shares 889,305 $83.9M 0.06% +85,715 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 571,150 shares; 2024Q4: 938,013 shares; 2025Q1: 1,235,046 shares; 2025Q2: 1,454,971 shares; 2025Q3: 1,676,947 shares 1,676,947 $83.2M 0.06% +221,976 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,344 shares; 2024Q4: 50,145 shares; 2025Q1: 67,926 shares; 2025Q2: 78,665 shares; 2025Q3: 88,476 shares 88,476 $82.5M 0.06% +9,811 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,286 shares; 2024Q4: 360,268 shares; 2025Q1: 535,735 shares; 2025Q2: 724,296 shares; 2025Q3: 866,788 shares 866,788 $81.9M 0.06% +142,492 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,303 shares; 2024Q4: 85,740 shares; 2025Q1: 117,063 shares; 2025Q2: 144,761 shares; 2025Q3: 166,165 shares 166,165 $81.3M 0.06% +21,404 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,340,057 shares; 2024Q4: 1,825,952 shares; 2025Q1: 2,516,211 shares; 2025Q2: 3,017,654 shares; 2025Q3: 3,315,112 shares 3,315,112 $78.8M 0.05% +297,458 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,380 shares; 2024Q4: 1,455,007 shares; 2025Q1: 2,082,694 shares; 2025Q2: 2,539,554 shares; 2025Q3: 2,882,560 shares 2,882,560 $78.4M 0.05% +343,006 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,404 shares; 2024Q4: 111,820 shares; 2025Q1: 183,607 shares; 2025Q2: 237,128 shares; 2025Q3: 276,784 shares 276,784 $78.4M 0.05% +39,656 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,542 shares; 2024Q4: 426,303 shares; 2025Q1: 688,084 shares; 2025Q2: 905,565 shares; 2025Q3: 1,153,826 shares 1,153,826 $77.6M 0.05% +248,261 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 607,602 shares; 2024Q4: 838,890 shares; 2025Q1: 1,137,797 shares; 2025Q2: 1,450,599 shares; 2025Q3: 1,652,406 shares 1,652,406 $76M 0.05% +201,807 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,652 shares; 2024Q4: 1,289,294 shares; 2025Q1: 1,658,202 shares; 2025Q2: 2,273,241 shares; 2025Q3: 2,530,509 shares 2,530,509 $74.9M 0.05% +257,268 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,332 shares; 2024Q4: 251,389 shares; 2025Q1: 382,989 shares; 2025Q2: 537,909 shares; 2025Q3: 640,243 shares 640,243 $74.7M 0.05% +102,334 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 473,330 shares; 2025Q2: 904,300 shares; 2025Q3: 1,302,995 shares 1,302,995 $74.6M 0.05% +398,695 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,459 shares; 2024Q4: 386,643 shares; 2025Q1: 531,383 shares; 2025Q2: 603,790 shares; 2025Q3: 706,521 shares 706,521 $74.2M 0.05% +102,731 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,096 shares; 2024Q4: 328,672 shares; 2025Q1: 461,806 shares; 2025Q2: 587,937 shares; 2025Q3: 718,097 shares 718,097 $74.1M 0.05% +130,160 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 673,328 shares; 2024Q4: 860,648 shares; 2025Q1: 1,091,254 shares; 2025Q2: 1,276,843 shares; 2025Q3: 1,412,307 shares 1,412,307 $73.6M 0.05% +135,464 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,578 shares; 2024Q4: 452,685 shares; 2025Q1: 834,658 shares; 2025Q2: 1,144,823 shares; 2025Q3: 1,444,997 shares 1,444,997 $73.3M 0.05% +300,174 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,603 shares; 2024Q4: 88,815 shares; 2025Q1: 117,570 shares; 2025Q2: 153,070 shares; 2025Q3: 177,886 shares 177,886 $72.9M 0.05% +24,816 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,105 shares; 2024Q4: 139,463 shares; 2025Q1: 173,782 shares; 2025Q2: 205,455 shares; 2025Q3: 235,843 shares 235,843 $72M 0.05% +30,388 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,153 shares; 2024Q4: 86,915 shares; 2025Q1: 103,983 shares; 2025Q2: 129,026 shares; 2025Q3: 152,635 shares 152,635 $71.6M 0.05% +23,609 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,650 shares; 2024Q4: 83,646 shares; 2025Q1: 123,997 shares; 2025Q2: 173,723 shares; 2025Q3: 205,002 shares 205,002 $71.1M 0.05% +31,279 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,163 shares; 2024Q4: 218,190 shares; 2025Q1: 359,461 shares; 2025Q2: 505,000 shares; 2025Q3: 637,602 shares 637,602 $70.3M 0.05% +132,602 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,888 shares; 2024Q4: 412,041 shares; 2025Q1: 541,120 shares; 2025Q2: 715,212 shares; 2025Q3: 825,732 shares 825,732 $70.1M 0.05% +110,520 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,043,548 shares; 2025Q2: 1,547,678 shares; 2025Q3: 1,426,664 shares 1,426,664 $69.7M 0.05% -121,014 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265,537 shares; 2024Q4: 487,018 shares; 2025Q1: 758,498 shares; 2025Q2: 983,746 shares; 2025Q3: 1,148,585 shares 1,148,585 $69.3M 0.05% +164,839 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,239 shares; 2024Q4: 93,441 shares; 2025Q1: 113,937 shares; 2025Q2: 130,182 shares; 2025Q3: 143,275 shares 143,275 $68M 0.05% +13,093 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,779 shares; 2024Q4: 242,342 shares; 2025Q1: 293,314 shares; 2025Q2: 315,736 shares; 2025Q3: 337,161 shares 337,161 $66.7M 0.05% +21,425 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 454,290 shares; 2024Q4: 606,467 shares; 2025Q1: 797,908 shares; 2025Q2: 853,896 shares; 2025Q3: 838,536 shares 838,536 $66.5M 0.05% -15,360 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,806 shares; 2024Q4: 100,813 shares; 2025Q1: 148,236 shares; 2025Q2: 190,498 shares; 2025Q3: 231,378 shares 231,378 $64.6M 0.04% +40,880 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371,519 shares; 2024Q4: 517,926 shares; 2025Q1: 675,963 shares; 2025Q2: 791,641 shares; 2025Q3: 849,352 shares 849,352 $64.4M 0.04% +57,711 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,684 shares; 2024Q4: 315,771 shares; 2025Q1: 348,852 shares; 2025Q2: 413,575 shares; 2025Q3: 475,202 shares 475,202 $63.5M 0.04% +61,627 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,560 shares; 2024Q4: 181,670 shares; 2025Q1: 240,428 shares; 2025Q2: 287,563 shares; 2025Q3: 329,218 shares 329,218 $63.4M 0.04% +41,655 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,495 shares; 2024Q4: 421,688 shares; 2025Q1: 682,647 shares; 2025Q2: 997,424 shares; 2025Q3: 1,369,821 shares 1,369,821 $63.2M 0.04% +372,397 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,039 shares; 2024Q4: 130,814 shares; 2025Q1: 164,539 shares; 2025Q2: 193,804 shares; 2025Q3: 222,158 shares 222,158 $63.1M 0.04% +28,354 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 560,061 shares; 2024Q4: 853,109 shares; 2025Q1: 1,084,780 shares; 2025Q2: 1,269,978 shares; 2025Q3: 1,431,644 shares 1,431,644 $62.4M 0.04% +161,666 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,634 shares; 2024Q4: 247,438 shares; 2025Q1: 430,512 shares; 2025Q2: 554,635 shares; 2025Q3: 665,115 shares 665,115 $61.8M 0.04% +110,480 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 560,380 shares; 2024Q4: 623,069 shares; 2025Q1: 651,137 shares; 2025Q2: 693,789 shares; 2025Q3: 750,348 shares 750,348 $61.6M 0.04% +56,559 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312,109 shares; 2024Q4: 420,476 shares; 2025Q1: 621,217 shares; 2025Q2: 1,088,134 shares; 2025Q3: 1,172,077 shares 1,172,077 $61.3M 0.04% +83,943 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,717 shares; 2024Q4: 1,000,829 shares; 2025Q1: 1,365,188 shares; 2025Q2: 2,245,858 shares; 2025Q3: 2,312,055 shares 2,312,055 $60.6M 0.04% +66,197 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,854 shares; 2024Q4: 23,044 shares; 2025Q1: 33,663 shares; 2025Q2: 41,682 shares; 2025Q3: 49,893 shares 49,893 $60.4M 0.04% +8,211 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,524 shares; 2024Q4: 257,018 shares; 2025Q1: 331,634 shares; 2025Q2: 381,284 shares; 2025Q3: 426,827 shares 426,827 $59.5M 0.04% +45,543 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,272 shares; 2024Q4: 304,944 shares; 2025Q1: 342,354 shares; 2025Q2: 376,603 shares; 2025Q3: 412,886 shares 412,886 $59.4M 0.04% +36,283 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,519 shares; 2024Q4: 357,403 shares; 2025Q1: 639,455 shares; 2025Q2: 2,113,575 shares; 2025Q3: 2,286,694 shares 2,286,694 $58.4M 0.04% +173,119 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,932 shares; 2024Q4: 154,645 shares; 2025Q1: 178,952 shares; 2025Q2: 228,533 shares; 2025Q3: 260,239 shares 260,239 $57.6M 0.04% +31,706 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 620,289 shares; 2024Q4: 690,202 shares; 2025Q1: 829,571 shares; 2025Q2: 983,656 shares; 2025Q3: 1,176,780 shares 1,176,780 $57.4M 0.04% +193,124 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,929 shares; 2024Q4: 312,677 shares; 2025Q1: 396,527 shares; 2025Q2: 449,176 shares; 2025Q3: 501,691 shares 501,691 $57M 0.04% +52,515 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,672 shares; 2024Q4: 270,737 shares; 2025Q1: 462,258 shares; 2025Q2: 526,827 shares; 2025Q3: 555,176 shares 555,176 $56.7M 0.04% +28,349 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,791 shares; 2024Q4: 351,910 shares; 2025Q1: 909,941 shares; 2025Q2: 1,288,461 shares; 2025Q3: 1,566,682 shares 1,566,682 $56.7M 0.04% +278,221 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,475 shares; 2024Q4: 437,199 shares; 2025Q1: 638,238 shares; 2025Q2: 782,378 shares; 2025Q3: 1,035,016 shares 1,035,016 $55.9M 0.04% +252,638 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,980 shares; 2024Q4: 110,290 shares; 2025Q1: 188,755 shares; 2025Q2: 235,301 shares; 2025Q3: 291,699 shares 291,699 $55M 0.04% +56,398 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,829 shares; 2024Q4: 59,115 shares; 2025Q1: 102,709 shares; 2025Q2: 160,117 shares; 2025Q3: 199,782 shares 199,782 $54.6M 0.04% +39,665 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,590 shares; 2024Q4: 119,583 shares; 2025Q1: 157,902 shares; 2025Q2: 190,437 shares; 2025Q3: 220,011 shares 220,011 $54.3M 0.04% +29,574 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,344 shares; 2024Q4: 371,067 shares; 2025Q1: 461,523 shares; 2025Q2: 547,174 shares; 2025Q3: 630,415 shares 630,415 $53.1M 0.04% +83,241 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 619,354 shares; 2024Q4: 994,431 shares; 2025Q1: 1,391,320 shares; 2025Q2: 1,796,177 shares; 2025Q3: 2,248,226 shares 2,248,226 $51.2M 0.03% +452,049 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,268 shares; 2024Q4: 256,434 shares; 2025Q1: 314,479 shares; 2025Q2: 359,337 shares; 2025Q3: 397,333 shares 397,333 $51.2M 0.03% +37,996 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,749 shares; 2024Q4: 53,498 shares; 2025Q1: 70,621 shares; 2025Q2: 94,521 shares; 2025Q3: 107,752 shares 107,752 $50.2M 0.03% +13,231 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,421 shares; 2024Q4: 80,565 shares; 2025Q1: 105,933 shares; 2025Q2: 130,563 shares; 2025Q3: 150,319 shares 150,319 $49.9M 0.03% +19,756 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,963 shares; 2024Q4: 288,955 shares; 2025Q1: 443,219 shares; 2025Q2: 645,680 shares; 2025Q3: 718,560 shares 718,560 $49.8M 0.03% +72,880 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,240 shares; 2024Q4: 42,019 shares; 2025Q1: 175,297 shares; 2025Q2: 414,289 shares; 2025Q3: 473,154 shares 473,154 $49.1M 0.03% +58,865 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,731 shares; 2024Q4: 404,936 shares; 2025Q1: 539,563 shares; 2025Q2: 646,114 shares; 2025Q3: 743,492 shares 743,492 $48.9M 0.03% +97,378 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,002 shares; 2024Q4: 111,804 shares; 2025Q1: 144,025 shares; 2025Q2: 189,794 shares; 2025Q3: 233,275 shares 233,275 $48.8M 0.03% +43,481 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,339 shares; 2024Q4: 247,467 shares; 2025Q1: 351,461 shares; 2025Q2: 446,337 shares; 2025Q3: 580,685 shares 580,685 $48.7M 0.03% +134,348 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,704 shares; 2024Q4: 438,702 shares; 2025Q1: 684,277 shares; 2025Q2: 1,031,681 shares; 2025Q3: 1,306,596 shares 1,306,596 $48.7M 0.03% +274,915 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,684 shares; 2024Q4: 132,638 shares; 2025Q1: 204,237 shares; 2025Q2: 261,537 shares; 2025Q3: 357,700 shares 357,700 $48.2M 0.03% +96,163 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,268 shares; 2024Q4: 28,457 shares; 2025Q1: 42,351 shares; 2025Q2: 54,480 shares; 2025Q3: 65,045 shares 65,045 $48.1M 0.03% +10,565 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,584,653 shares; 2024Q4: 2,729,738 shares; 2025Q1: 2,060,421 shares; 2025Q2: 2,217,882 shares; 2025Q3: 270,078 shares 270,078 $47.7M 0.03% -1,947,804 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,448 shares; 2024Q4: 124,421 shares; 2025Q1: 160,403 shares; 2025Q2: 173,666 shares; 2025Q3: 200,428 shares 200,428 $47.2M 0.03% +26,762 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,793 shares; 2024Q4: 201,030 shares; 2025Q1: 309,212 shares; 2025Q2: 438,565 shares; 2025Q3: 556,703 shares 556,703 $46.6M 0.03% +118,138 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,429 shares; 2024Q4: 394,076 shares; 2025Q1: 523,919 shares; 2025Q2: 630,412 shares; 2025Q3: 686,469 shares 686,469 $46.2M 0.03% +56,057 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 79,761 shares; 2025Q1: 2,578,897 shares; 2025Q2: 2,950,244 shares; 2025Q3: 1,774,854 shares 1,774,854 $45.4M 0.03% -1,175,390 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,651 shares; 2024Q4: 269,472 shares; 2025Q1: 421,982 shares; 2025Q2: 620,928 shares; 2025Q3: 767,494 shares 767,494 $45.2M 0.03% +146,566 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,554 shares; 2024Q4: 135,787 shares; 2025Q1: 165,909 shares; 2025Q2: 188,755 shares; 2025Q3: 212,654 shares 212,654 $44.3M 0.03% +23,899 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,897 shares; 2024Q4: 324,154 shares; 2025Q1: 412,028 shares; 2025Q2: 474,783 shares; 2025Q3: 521,104 shares 521,104 $43.6M 0.03% +46,321 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,508 shares; 2024Q4: 59,404 shares; 2025Q1: 83,919 shares; 2025Q2: 109,213 shares; 2025Q3: 134,635 shares 134,635 $43.3M 0.03% +25,422 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,066,757 shares; 2024Q4: 1,156,732 shares; 2025Q1: 1,184,030 shares; 2025Q2: 1,209,821 shares; 2025Q3: 1,289,095 shares 1,289,095 $42.8M 0.03% +79,274 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,894 shares; 2024Q4: 300,659 shares; 2025Q1: 514,185 shares; 2025Q2: 653,919 shares; 2025Q3: 791,991 shares 791,991 $42.7M 0.03% +138,072 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,375 shares; 2024Q4: 104,908 shares; 2025Q1: 128,299 shares; 2025Q2: 150,189 shares; 2025Q3: 169,572 shares 169,572 $41.9M 0.03% +19,383 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,010 shares; 2024Q4: 87,536 shares; 2025Q1: 109,844 shares; 2025Q2: 137,642 shares; 2025Q3: 162,138 shares 162,138 $41.3M 0.03% +24,496 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,940 shares; 2024Q4: 372,098 shares; 2025Q1: 499,627 shares; 2025Q2: 689,919 shares; 2025Q3: 850,979 shares 850,979 $41.2M 0.03% +161,060 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 664,519 shares; 2024Q4: 889,302 shares; 2025Q1: 1,087,679 shares; 2025Q2: 1,248,073 shares; 2025Q3: 1,296,283 shares 1,296,283 $41M 0.03% +48,210 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,221 shares; 2024Q4: 144,481 shares; 2025Q1: 170,988 shares; 2025Q2: 197,235 shares; 2025Q3: 211,742 shares 211,742 $41M 0.03% +14,507 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,319 shares; 2024Q4: 31,970 shares; 2025Q1: 46,037 shares; 2025Q2: 58,265 shares; 2025Q3: 71,836 shares 71,836 $40.6M 0.03% +13,571 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,048 shares; 2024Q4: 262,219 shares; 2025Q1: 455,373 shares; 2025Q2: 1,214,257 shares; 2025Q3: 1,284,433 shares 1,284,433 $40.6M 0.03% +70,176 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,318 shares; 2024Q4: 123,791 shares; 2025Q1: 150,446 shares; 2025Q2: 177,493 shares; 2025Q3: 189,718 shares 189,718 $40.5M 0.03% +12,225 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,625 shares; 2024Q4: 52,221 shares; 2025Q1: 65,151 shares; 2025Q2: 74,595 shares; 2025Q3: 84,076 shares 84,076 $40.5M 0.03% +9,481 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,560 shares; 2024Q4: 184,815 shares; 2025Q1: 343,345 shares; 2025Q2: 489,254 shares; 2025Q3: 589,581 shares 589,581 $40.4M 0.03% +100,327 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423,073 shares; 2024Q4: 719,526 shares; 2025Q1: 969,533 shares; 2025Q2: 1,144,890 shares; 2025Q3: 1,372,060 shares 1,372,060 $40.3M 0.03% +227,170 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,412 shares; 2024Q4: 40,886 shares; 2025Q1: 146,678 shares; 2025Q2: 712,423 shares; 2025Q3: 1,191,870 shares 1,191,870 $39.9M 0.03% +479,447 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,757 shares; 2024Q4: 455,567 shares; 2025Q1: 654,073 shares; 2025Q2: 989,763 shares; 2025Q3: 1,464,113 shares 1,464,113 $39.8M 0.03% +474,350 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,958 shares; 2024Q4: 256,434 shares; 2025Q1: 329,169 shares; 2025Q2: 412,394 shares; 2025Q3: 534,285 shares 534,285 $39.4M 0.03% +121,891 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,581 shares; 2024Q4: 102,930 shares; 2025Q1: 128,778 shares; 2025Q2: 161,525 shares; 2025Q3: 202,849 shares 202,849 $39.4M 0.03% +41,324 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330,809 shares; 2024Q4: 404,527 shares; 2025Q1: 506,817 shares; 2025Q2: 575,900 shares; 2025Q3: 622,082 shares 622,082 $39.2M 0.03% +46,182 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,889 shares; 2024Q4: 276,811 shares; 2025Q1: 513,551 shares; 2025Q2: 710,656 shares; 2025Q3: 892,716 shares 892,716 $38.7M 0.03% +182,060 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,229 shares; 2024Q4: 157,141 shares; 2025Q1: 213,358 shares; 2025Q2: 256,451 shares; 2025Q3: 314,297 shares 314,297 $38.5M 0.03% +57,846 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,574 shares; 2024Q4: 67,586 shares; 2025Q1: 87,961 shares; 2025Q2: 99,474 shares; 2025Q3: 111,628 shares 111,628 $38.4M 0.03% +12,154 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,393 shares; 2024Q4: 47,098 shares; 2025Q1: 55,205 shares; 2025Q2: 74,150 shares; 2025Q3: 106,598 shares 106,598 $38.3M 0.03% +32,448 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,458 shares; 2024Q4: 59,904 shares; 2025Q1: 299,748 shares; 2025Q2: 612,942 shares; 2025Q3: 693,640 shares 693,640 $38.2M 0.03% +80,698 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,136 shares; 2024Q4: 4,994 shares; 2025Q1: 5,820 shares; 2025Q2: 6,422 shares; 2025Q3: 6,914 shares 6,914 $38.1M 0.03% +492 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,064 shares; 2024Q4: 112,763 shares; 2025Q1: 85,094 shares; 2025Q2: 96,571 shares; 2025Q3: 100,694 shares 100,694 $37.9M 0.03% +4,123 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,342 shares; 2024Q4: 272,844 shares; 2025Q1: 310,433 shares; 2025Q2: 360,082 shares; 2025Q3: 392,314 shares 392,314 $37.7M 0.03% +32,232 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345,774 shares; 2024Q4: 798,230 shares; 2025Q1: 984,998 shares; 2025Q2: 1,213,909 shares; 2025Q3: 1,330,351 shares 1,330,351 $37.1M 0.03% +116,442 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,732 shares; 2024Q4: 78,479 shares; 2025Q1: 89,966 shares; 2025Q2: 117,145 shares; 2025Q3: 133,737 shares 133,737 $36M 0.02% +16,592 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,680 shares; 2024Q4: 266,925 shares; 2025Q1: 279,061 shares; 2025Q2: 310,458 shares; 2025Q3: 325,609 shares 325,609 $35.9M 0.02% +15,151 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,321 shares; 2024Q4: 136,304 shares; 2025Q1: 316,833 shares; 2025Q2: 644,046 shares; 2025Q3: 1,009,987 shares 1,009,987 $35.2M 0.02% +365,941 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,082 shares; 2024Q4: 122,227 shares; 2025Q1: 232,625 shares; 2025Q2: 367,880 shares; 2025Q3: 467,570 shares 467,570 $34.6M 0.02% +99,690 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 468,869 shares; 2024Q4: 676,023 shares; 2025Q1: 747,849 shares; 2025Q2: 734,415 shares; 2025Q3: 784,053 shares 784,053 $34.6M 0.02% +49,638 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 488,276 shares; 2024Q4: 697,855 shares; 2025Q1: 918,838 shares; 2025Q2: 1,063,658 shares; 2025Q3: 1,218,998 shares 1,218,998 $34.5M 0.02% +155,340 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,556 shares; 2024Q4: 266,232 shares; 2025Q1: 549,126 shares; 2025Q2: 790,018 shares; 2025Q3: 984,921 shares 984,921 $34.2M 0.02% +194,903 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,971 shares; 2024Q4: 12,351 shares; 2025Q1: 15,358 shares; 2025Q2: 280,329 shares; 2025Q3: 314,416 shares 314,416 $33.4M 0.02% +34,087 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,490,754 shares; 2024Q4: 14,028,166 shares; 2025Q1: 14,355,890 shares; 2025Q2: 14,960,468 shares; 2025Q3: 493,515 shares 493,515 $33M 0.02% -14,466,953 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,256 shares; 2024Q4: 156,124 shares; 2025Q1: 181,060 shares; 2025Q2: 219,531 shares; 2025Q3: 254,210 shares 254,210 $33M 0.02% +34,679 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 552,001 shares; 2024Q4: 657,555 shares; 2025Q1: 765,767 shares; 2025Q2: 864,813 shares; 2025Q3: 950,799 shares 950,799 $32.9M 0.02% +85,986 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,005 shares; 2024Q4: 63,658 shares; 2025Q1: 76,729 shares; 2025Q2: 93,449 shares; 2025Q3: 102,978 shares 102,978 $32.9M 0.02% +9,529 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,311 shares; 2024Q4: 109,476 shares; 2025Q1: 145,098 shares; 2025Q2: 198,008 shares; 2025Q3: 239,193 shares 239,193 $32.7M 0.02% +41,185 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,557 shares; 2024Q4: 97,398 shares; 2025Q1: 142,248 shares; 2025Q2: 177,818 shares; 2025Q3: 193,414 shares 193,414 $32.7M 0.02% +15,596 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,172 shares; 2024Q4: 249,236 shares; 2025Q1: 475,185 shares; 2025Q2: 667,902 shares; 2025Q3: 854,178 shares 854,178 $32.6M 0.02% +186,276 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,205 shares; 2024Q4: 179,895 shares; 2025Q1: 315,657 shares; 2025Q2: 475,445 shares; 2025Q3: 569,902 shares 569,902 $32.6M 0.02% +94,457 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,555 shares; 2024Q4: 30,877 shares; 2025Q1: 41,455 shares; 2025Q2: 56,765 shares; 2025Q3: 66,809 shares 66,809 $32.5M 0.02% +10,044 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,338 shares; 2024Q4: 343,034 shares; 2025Q1: 451,649 shares; 2025Q2: 505,770 shares; 2025Q3: 564,921 shares 564,921 $31.9M 0.02% +59,151 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,991 shares; 2024Q4: 19,757 shares; 2025Q1: 25,522 shares; 2025Q2: 33,816 shares; 2025Q3: 39,791 shares 39,791 $31.9M 0.02% +5,975 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,329 shares; 2024Q4: 21,267 shares; 2025Q1: 45,489 shares; 2025Q2: 121,092 shares; 2025Q3: 154,897 shares 154,897 $31.6M 0.02% +33,805 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,460 shares; 2024Q4: 97,279 shares; 2025Q1: 150,614 shares; 2025Q2: 326,852 shares; 2025Q3: 581,181 shares 581,181 $31.4M 0.02% +254,329 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,001 shares; 2024Q4: 53,020 shares; 2025Q1: 74,690 shares; 2025Q2: 98,312 shares; 2025Q3: 115,835 shares 115,835 $31.4M 0.02% +17,523 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,141 shares; 2024Q4: 118,184 shares; 2025Q1: 142,104 shares; 2025Q2: 171,951 shares; 2025Q3: 190,498 shares 190,498 $31.4M 0.02% +18,547 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,337 shares; 2024Q4: 413,650 shares; 2025Q1: 458,385 shares; 2025Q2: 613,706 shares; 2025Q3: 686,116 shares 686,116 $31M 0.02% +72,410 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,217 shares; 2024Q4: 317,013 shares; 2025Q1: 503,155 shares; 2025Q2: 659,433 shares; 2025Q3: 777,671 shares 777,671 $30.7M 0.02% +118,238 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431,805 shares; 2024Q4: 637,527 shares; 2025Q1: 1,001,736 shares; 2025Q2: 1,606,718 shares; 2025Q3: 2,062,169 shares 2,062,169 $30.4M 0.02% +455,451 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,752 shares; 2024Q4: 159,662 shares; 2025Q1: 290,108 shares; 2025Q2: 388,207 shares; 2025Q3: 568,451 shares 568,451 $30.2M 0.02% +180,244 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,093 shares; 2024Q4: 301,293 shares; 2025Q1: 541,266 shares; 2025Q2: 737,098 shares; 2025Q3: 954,749 shares 954,749 $30.2M 0.02% +217,651 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,145 shares; 2024Q4: 428,385 shares; 2025Q1: 708,957 shares; 2025Q2: 840,932 shares; 2025Q3: 1,074,197 shares 1,074,197 $29.9M 0.02% +233,265 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,462 shares; 2024Q4: 37,497 shares; 2025Q1: 55,514 shares; 2025Q2: 72,981 shares; 2025Q3: 87,081 shares 87,081 $29.7M 0.02% +14,100 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,519 shares; 2024Q4: 450,348 shares; 2025Q1: 692,212 shares; 2025Q2: 952,332 shares; 2025Q3: 1,113,450 shares 1,113,450 $29.6M 0.02% +161,118 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,653 shares; 2024Q4: 277,064 shares; 2025Q1: 455,739 shares; 2025Q2: 553,850 shares; 2025Q3: 584,345 shares 584,345 $29.6M 0.02% +30,495 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,848 shares; 2024Q4: 59,023 shares; 2025Q1: 89,120 shares; 2025Q2: 112,559 shares; 2025Q3: 143,638 shares 143,638 $29.1M 0.02% +31,079 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,556 shares; 2024Q4: 56,260 shares; 2025Q1: 75,947 shares; 2025Q2: 109,954 shares; 2025Q3: 129,013 shares 129,013 $28.9M 0.02% +19,059 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,227 shares; 2024Q4: 95,156 shares; 2025Q1: 122,213 shares; 2025Q2: 144,143 shares; 2025Q3: 164,331 shares 164,331 $28.8M 0.02% +20,188 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,090 shares; 2024Q4: 141,122 shares; 2025Q1: 160,256 shares; 2025Q2: 190,851 shares; 2025Q3: 204,250 shares 204,250 $28.8M 0.02% +13,399 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,545 shares; 2024Q4: 71,590 shares; 2025Q1: 132,531 shares; 2025Q2: 160,757 shares; 2025Q3: 187,586 shares 187,586 $28.6M 0.02% +26,829 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,023 shares; 2024Q4: 102,464 shares; 2025Q1: 170,268 shares; 2025Q2: 252,665 shares; 2025Q3: 291,838 shares 291,838 $28.5M 0.02% +39,173 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,845 shares; 2024Q4: 70,856 shares; 2025Q1: 100,769 shares; 2025Q2: 129,222 shares; 2025Q3: 151,914 shares 151,914 $28.4M 0.02% +22,692 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,909 shares; 2024Q4: 178,956 shares; 2025Q1: 228,010 shares; 2025Q2: 261,102 shares; 2025Q3: 287,768 shares 287,768 $28.3M 0.02% +26,666 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,532 shares; 2024Q4: 784,954 shares; 2025Q1: 918,319 shares; 2025Q2: 1,013,857 shares; 2025Q3: 1,171,388 shares 1,171,388 $27.4M 0.02% +157,531 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,771 shares; 2024Q4: 36,576 shares; 2025Q1: 50,692 shares; 2025Q2: 66,936 shares; 2025Q3: 92,616 shares 92,616 $27.4M 0.02% +25,680 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,649 shares; 2024Q4: 28,500 shares; 2025Q1: 37,320 shares; 2025Q2: 43,411 shares; 2025Q3: 49,321 shares 49,321 $27.2M 0.02% +5,910 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,032 shares; 2024Q4: 116,986 shares; 2025Q1: 142,637 shares; 2025Q2: 183,788 shares; 2025Q3: 209,775 shares 209,775 $27.1M 0.02% +25,987 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,488 shares; 2024Q4: 73,377 shares; 2025Q1: 89,103 shares; 2025Q2: 120,549 shares; 2025Q3: 143,299 shares 143,299 $26.9M 0.02% +22,750 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,252 shares; 2024Q4: 147,424 shares; 2025Q1: 213,903 shares; 2025Q2: 251,701 shares; 2025Q3: 301,752 shares 301,752 $26.8M 0.02% +50,051 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,358 shares; 2024Q4: 141,035 shares; 2025Q1: 187,637 shares; 2025Q2: 278,868 shares; 2025Q3: 356,676 shares 356,676 $26M 0.02% +77,808 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,326 shares; 2024Q4: 73,256 shares; 2025Q1: 87,814 shares; 2025Q2: 91,121 shares; 2025Q3: 98,461 shares 98,461 $25.7M 0.02% +7,340 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,343 shares; 2024Q4: 234,934 shares; 2025Q1: 417,160 shares; 2025Q2: 738,301 shares; 2025Q3: 982,034 shares 982,034 $25.6M 0.02% +243,733 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,754 shares; 2024Q4: 80,791 shares; 2025Q1: 110,176 shares; 2025Q2: 131,241 shares; 2025Q3: 148,970 shares 148,970 $25.5M 0.02% +17,729 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,017 shares; 2024Q4: 145,011 shares; 2025Q1: 211,901 shares; 2025Q2: 293,337 shares; 2025Q3: 336,958 shares 336,958 $25.5M 0.02% +43,621 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,088 shares; 2025Q2: 69,853 shares; 2025Q3: 207,825 shares 207,825 $25.1M 0.02% +137,972 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283,486 shares; 2024Q4: 427,256 shares; 2025Q1: 660,595 shares; 2025Q2: 685,441 shares; 2025Q3: 728,716 shares 728,716 $24.5M 0.02% +43,275 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,262 shares; 2024Q4: 142,425 shares; 2025Q1: 163,143 shares; 2025Q2: 182,763 shares; 2025Q3: 208,262 shares 208,262 $24.5M 0.02% +25,499 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,346 shares; 2024Q4: 453,230 shares; 2025Q1: 599,496 shares; 2025Q2: 696,667 shares; 2025Q3: 795,156 shares 795,156 $24.5M 0.02% +98,489 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,293 shares; 2024Q4: 143,968 shares; 2025Q1: 177,257 shares; 2025Q2: 218,296 shares; 2025Q3: 236,806 shares 236,806 $24.5M 0.02% +18,510 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,930 shares; 2024Q4: 53,738 shares; 2025Q1: 71,216 shares; 2025Q2: 90,308 shares; 2025Q3: 110,551 shares 110,551 $24.4M 0.02% +20,243 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,958 shares; 2024Q4: 98,817 shares; 2025Q1: 137,616 shares; 2025Q2: 182,936 shares; 2025Q3: 240,540 shares 240,540 $24.2M 0.02% +57,604 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,863 shares; 2024Q4: 102,612 shares; 2025Q1: 198,091 shares; 2025Q2: 457,991 shares; 2025Q3: 700,476 shares 700,476 $24.2M 0.02% +242,485 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,615 shares; 2024Q4: 73,276 shares; 2025Q1: 113,688 shares; 2025Q2: 151,785 shares; 2025Q3: 178,008 shares 178,008 $24.2M 0.02% +26,223 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,865 shares; 2024Q4: 128,261 shares; 2025Q1: 164,405 shares; 2025Q2: 186,790 shares; 2025Q3: 208,600 shares 208,600 $24.1M 0.02% +21,810 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,850 shares; 2024Q4: 7,555 shares; 2025Q1: 13,523 shares; 2025Q2: 19,224 shares; 2025Q3: 24,380 shares 24,380 $23.2M 0.02% +5,156 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,894 shares; 2024Q4: 27,291 shares; 2025Q1: 37,814 shares; 2025Q2: 51,829 shares; 2025Q3: 62,596 shares 62,596 $23.1M 0.02% +10,767 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,105 shares; 2024Q4: 136,819 shares; 2025Q1: 155,445 shares; 2025Q2: 173,116 shares; 2025Q3: 185,573 shares 185,573 $23.1M 0.02% +12,457 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,312 shares; 2024Q4: 213,607 shares; 2025Q1: 326,927 shares; 2025Q2: 429,241 shares; 2025Q3: 502,263 shares 502,263 $23M 0.02% +73,022 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,581 shares; 2024Q4: 183,923 shares; 2025Q1: 217,280 shares; 2025Q2: 356,570 shares; 2025Q3: 483,680 shares 483,680 $22.9M 0.02% +127,110 Timeline FLCB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 383,451 shares; 2024Q4: 484,202 shares; 2025Q1: 646,516 shares; 2025Q2: 816,026 shares; 2025Q3: 1,053,148 shares 1,053,148 $22.8M 0.02% +237,122 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,455 shares; 2024Q4: 118,220 shares; 2025Q1: 168,839 shares; 2025Q2: 225,993 shares; 2025Q3: 247,905 shares 247,905 $22.7M 0.02% +21,912 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,610 shares; 2024Q4: 110,339 shares; 2025Q1: 160,062 shares; 2025Q2: 209,253 shares; 2025Q3: 245,936 shares 245,936 $22.6M 0.02% +36,683 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,170 shares; 2024Q4: 14,169 shares; 2025Q1: 20,361 shares; 2025Q2: 25,677 shares; 2025Q3: 30,105 shares 30,105 $22.6M 0.02% +4,428 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,947 shares; 2024Q4: 195,260 shares; 2025Q1: 247,728 shares; 2025Q2: 289,419 shares; 2025Q3: 343,123 shares 343,123 $22.6M 0.02% +53,704 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,445 shares; 2024Q4: 99,422 shares; 2025Q1: 123,056 shares; 2025Q2: 142,049 shares; 2025Q3: 156,138 shares 156,138 $22.5M 0.02% +14,089 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,033 shares; 2024Q4: 19,764 shares; 2025Q1: 28,216 shares; 2025Q2: 67,038 shares; 2025Q3: 74,747 shares 74,747 $22.5M 0.02% +7,709 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,981 shares; 2024Q4: 133,297 shares; 2025Q1: 124,388 shares; 2025Q2: 166,919 shares; 2025Q3: 252,038 shares 252,038 $22.4M 0.02% +85,119 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,434 shares; 2024Q4: 106,658 shares; 2025Q1: 186,839 shares; 2025Q2: 242,833 shares; 2025Q3: 308,589 shares 308,589 $21.9M 0.01% +65,756 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,685,425 shares; 2024Q4: 7,783,673 shares; 2025Q1: 7,737,340 shares; 2025Q2: 7,785,607 shares; 2025Q3: 227,723 shares 227,723 $21.7M 0.01% -7,557,884 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,888 shares; 2024Q4: 221,963 shares; 2025Q1: 273,354 shares; 2025Q2: 327,747 shares; 2025Q3: 368,652 shares 368,652 $21.7M 0.01% +40,905 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,375 shares; 2024Q4: 14,028 shares; 2025Q1: 31,936 shares; 2025Q2: 48,830 shares; 2025Q3: 67,769 shares 67,769 $21.6M 0.01% +18,939 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,883 shares; 2024Q4: 247,820 shares; 2025Q1: 294,501 shares; 2025Q2: 354,158 shares; 2025Q3: 436,841 shares 436,841 $21.6M 0.01% +82,683 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,440 shares; 2024Q4: 42,987 shares; 2025Q1: 79,668 shares; 2025Q2: 108,584 shares; 2025Q3: 141,427 shares 141,427 $21.6M 0.01% +32,843 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,954 shares; 2024Q4: 81,358 shares; 2025Q1: 95,507 shares; 2025Q2: 112,169 shares; 2025Q3: 122,558 shares 122,558 $21.5M 0.01% +10,389 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,393 shares; 2024Q4: 93,828 shares; 2025Q1: 124,820 shares; 2025Q2: 195,903 shares; 2025Q3: 243,603 shares 243,603 $21.4M 0.01% +47,700 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,040 shares; 2024Q4: 33,348 shares; 2025Q1: 39,959 shares; 2025Q2: 47,112 shares; 2025Q3: 48,526 shares 48,526 $21.4M 0.01% +1,414 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,687 shares; 2024Q4: 110,718 shares; 2025Q1: 146,440 shares; 2025Q2: 175,176 shares; 2025Q3: 207,958 shares 207,958 $21.3M 0.01% +32,782 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 337,411 shares; 2024Q4: 382,942 shares; 2025Q1: 349,303 shares; 2025Q2: 340,695 shares; 2025Q3: 340,141 shares 340,141 $21.2M 0.01% -554 SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,246 shares; 2024Q4: 101,434 shares; 2025Q1: 159,316 shares; 2025Q2: 249,480 shares; 2025Q3: 286,579 shares 286,579 $20.9M 0.01% +37,099 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,387 shares; 2024Q4: 248,957 shares; 2025Q1: 371,521 shares; 2025Q2: 664,924 shares; 2025Q3: 615,472 shares 615,472 $20.8M 0.01% -49,452 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,146 shares; 2024Q4: 114,745 shares; 2025Q1: 203,711 shares; 2025Q2: 288,256 shares; 2025Q3: 326,344 shares 326,344 $20.7M 0.01% +38,088 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,686 shares; 2024Q4: 71,421 shares; 2025Q1: 100,775 shares; 2025Q2: 116,408 shares; 2025Q3: 149,217 shares 149,217 $20.7M 0.01% +32,809 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,166 shares; 2024Q4: 366,922 shares; 2025Q1: 488,609 shares; 2025Q2: 584,116 shares; 2025Q3: 600,205 shares 600,205 $20.6M 0.01% +16,089 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,592 shares; 2024Q4: 52,332 shares; 2025Q1: 106,454 shares; 2025Q2: 143,913 shares; 2025Q3: 179,426 shares 179,426 $20.5M 0.01% +35,513 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,298 shares; 2024Q4: 117,826 shares; 2025Q1: 152,070 shares; 2025Q2: 192,761 shares; 2025Q3: 281,712 shares 281,712 $20.5M 0.01% +88,951 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,794 shares; 2024Q4: 201,063 shares; 2025Q1: 238,582 shares; 2025Q2: 306,195 shares; 2025Q3: 349,310 shares 349,310 $20.5M 0.01% +43,115 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 421,035 shares; 2024Q4: 585,568 shares; 2025Q1: 699,836 shares; 2025Q2: 777,857 shares; 2025Q3: 789,870 shares 789,870 $20.4M 0.01% +12,013 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,575 shares; 2024Q4: 41,078 shares; 2025Q1: 60,865 shares; 2025Q2: 79,911 shares; 2025Q3: 98,350 shares 98,350 $20.2M 0.01% +18,439 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,534 shares; 2024Q4: 121,465 shares; 2025Q1: 171,743 shares; 2025Q2: 194,784 shares; 2025Q3: 205,829 shares 205,829 $20.2M 0.01% +11,045 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,832 shares; 2024Q4: 61,044 shares; 2025Q1: 81,288 shares; 2025Q2: 103,747 shares; 2025Q3: 114,910 shares 114,910 $20.1M 0.01% +11,163 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,193 shares; 2024Q4: 131,844 shares; 2025Q1: 154,558 shares; 2025Q2: 178,257 shares; 2025Q3: 181,609 shares 181,609 $19.8M 0.01% +3,352 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,819 shares; 2024Q4: 49,326 shares; 2025Q1: 66,237 shares; 2025Q2: 95,515 shares; 2025Q3: 244,708 shares 244,708 $19.2M 0.01% +149,193 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,863 shares; 2024Q4: 199,526 shares; 2025Q1: 225,999 shares; 2025Q2: 264,909 shares; 2025Q3: 318,436 shares 318,436 $19.1M 0.01% +53,527 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,444 shares; 2024Q4: 12,528 shares; 2025Q1: 19,387 shares; 2025Q2: 22,930 shares; 2025Q3: 26,921 shares 26,921 $18.8M 0.01% +3,991 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,612 shares; 2024Q4: 3,503 shares; 2025Q1: 4,399 shares; 2025Q2: 5,732 shares; 2025Q3: 7,590 shares 7,590 $18.7M 0.01% +1,858 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,118 shares; 2024Q4: 212,109 shares; 2025Q1: 268,232 shares; 2025Q2: 309,351 shares; 2025Q3: 361,194 shares 361,194 $18.1M 0.01% +51,843 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,931 shares; 2024Q4: 71,036 shares; 2025Q1: 100,675 shares; 2025Q2: 153,253 shares; 2025Q3: 243,663 shares 243,663 $17.8M 0.01% +90,410 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,886 shares; 2024Q4: 67,321 shares; 2025Q1: 90,476 shares; 2025Q2: 110,687 shares; 2025Q3: 120,421 shares 120,421 $17.8M 0.01% +9,734 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,151 shares; 2024Q4: 176,473 shares; 2025Q1: 233,224 shares; 2025Q2: 311,435 shares; 2025Q3: 358,972 shares 358,972 $17.7M 0.01% +47,537 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,488 shares; 2024Q4: 65,537 shares; 2025Q1: 79,018 shares; 2025Q2: 79,719 shares; 2025Q3: 86,167 shares 86,167 $17.7M 0.01% +6,448 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,534 shares; 2024Q4: 74,277 shares; 2025Q1: 101,918 shares; 2025Q2: 129,103 shares; 2025Q3: 161,508 shares 161,508 $17.6M 0.01% +32,405 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,329 shares; 2024Q4: 41,425 shares; 2025Q1: 94,988 shares; 2025Q2: 181,103 shares; 2025Q3: 346,456 shares 346,456 $17.5M 0.01% +165,353 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,932 shares; 2024Q4: 170,450 shares; 2025Q1: 217,499 shares; 2025Q2: 237,944 shares; 2025Q3: 258,735 shares 258,735 $17.4M 0.01% +20,791 Timeline QQA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,132 shares; 2025Q2: 177,820 shares; 2025Q3: 330,252 shares 330,252 $17.3M 0.01% +152,432 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,093 shares; 2024Q4: 235,305 shares; 2025Q1: 274,792 shares; 2025Q2: 289,214 shares; 2025Q3: 285,843 shares 285,843 $17.2M 0.01% -3,371 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,942 shares; 2024Q4: 240,233 shares; 2025Q1: 317,187 shares; 2025Q2: 375,929 shares; 2025Q3: 437,824 shares 437,824 $17.1M 0.01% +61,895 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,048 shares; 2024Q4: 117,259 shares; 2025Q1: 152,138 shares; 2025Q2: 185,876 shares; 2025Q3: 195,372 shares 195,372 $16.9M 0.01% +9,496 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,955 shares; 2024Q4: 129,816 shares; 2025Q1: 149,219 shares; 2025Q2: 165,288 shares; 2025Q3: 182,435 shares 182,435 $16.8M 0.01% +17,147 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,210 shares; 2024Q4: 27,561 shares; 2025Q1: 37,916 shares; 2025Q2: 41,842 shares; 2025Q3: 45,998 shares 45,998 $16.8M 0.01% +4,156 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,470 shares; 2024Q4: 60,611 shares; 2025Q1: 73,618 shares; 2025Q2: 80,122 shares; 2025Q3: 90,793 shares 90,793 $16.8M 0.01% +10,671 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,779 shares; 2024Q4: 64,244 shares; 2025Q1: 130,970 shares; 2025Q2: 219,997 shares; 2025Q3: 295,755 shares 295,755 $16.7M 0.01% +75,758 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,160 shares; 2024Q4: 97,230 shares; 2025Q1: 119,330 shares; 2025Q2: 130,863 shares; 2025Q3: 143,944 shares 143,944 $16.4M 0.01% +13,081 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,635 shares; 2024Q4: 78,719 shares; 2025Q1: 126,766 shares; 2025Q2: 155,322 shares; 2025Q3: 189,251 shares 189,251 $16.4M 0.01% +33,929 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,251 shares; 2024Q4: 46,287 shares; 2025Q1: 58,846 shares; 2025Q2: 66,036 shares; 2025Q3: 67,809 shares 67,809 $16.4M 0.01% +1,773 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,673 shares; 2024Q4: 139,361 shares; 2025Q1: 210,768 shares; 2025Q2: 292,905 shares; 2025Q3: 391,871 shares 391,871 $16.4M 0.01% +98,966 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,327 shares; 2024Q4: 19,037 shares; 2025Q1: 25,717 shares; 2025Q2: 33,573 shares; 2025Q3: 37,969 shares 37,969 $16.4M 0.01% +4,396 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,637 shares; 2024Q4: 54,412 shares; 2025Q1: 73,033 shares; 2025Q2: 95,412 shares; 2025Q3: 116,880 shares 116,880 $16.4M 0.01% +21,468 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,763 shares; 2024Q4: 84,609 shares; 2025Q1: 106,172 shares; 2025Q2: 140,800 shares; 2025Q3: 196,152 shares 196,152 $16.4M 0.01% +55,352 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,511 shares; 2024Q4: 103,266 shares; 2025Q1: 154,840 shares; 2025Q2: 249,715 shares; 2025Q3: 351,712 shares 351,712 $16.3M 0.01% +101,997 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,036 shares; 2024Q4: 175,162 shares; 2025Q1: 225,349 shares; 2025Q2: 259,930 shares; 2025Q3: 299,250 shares 299,250 $16M 0.01% +39,320 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,404 shares; 2024Q4: 99,040 shares; 2025Q1: 123,169 shares; 2025Q2: 170,625 shares; 2025Q3: 213,768 shares 213,768 $16M 0.01% +43,143 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,082 shares; 2024Q4: 65,658 shares; 2025Q1: 122,504 shares; 2025Q2: 205,579 shares; 2025Q3: 254,064 shares 254,064 $15.9M 0.01% +48,485 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,409 shares; 2024Q4: 52,646 shares; 2025Q1: 68,110 shares; 2025Q2: 80,018 shares; 2025Q3: 91,601 shares 91,601 $15.9M 0.01% +11,583 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,840 shares; 2024Q4: 42,543 shares; 2025Q1: 69,926 shares; 2025Q2: 133,301 shares; 2025Q3: 209,035 shares 209,035 $15.8M 0.01% +75,734 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,234 shares; 2024Q4: 226,673 shares; 2025Q1: 318,394 shares; 2025Q2: 496,618 shares; 2025Q3: 624,789 shares 624,789 $15.7M 0.01% +128,171 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,072 shares; 2024Q4: 92,175 shares; 2025Q1: 122,943 shares; 2025Q2: 142,324 shares; 2025Q3: 164,588 shares 164,588 $15.6M 0.01% +22,264 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,676 shares; 2024Q4: 5,170 shares; 2025Q1: 12,247 shares; 2025Q2: 17,133 shares; 2025Q3: 25,531 shares 25,531 $15.5M 0.01% +8,398 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,197 shares; 2024Q4: 102,229 shares; 2025Q1: 142,522 shares; 2025Q2: 192,303 shares; 2025Q3: 238,966 shares 238,966 $15.4M 0.01% +46,663 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,621 shares; 2024Q4: 27,194 shares; 2025Q1: 40,464 shares; 2025Q2: 54,681 shares; 2025Q3: 64,220 shares 64,220 $15.4M 0.01% +9,539 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,476 shares; 2024Q4: 74,915 shares; 2025Q1: 109,511 shares; 2025Q2: 152,394 shares; 2025Q3: 184,453 shares 184,453 $15.3M 0.01% +32,059 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 178,807 shares; 2025Q3: 520,085 shares 520,085 $15.2M 0.01% +341,278 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,838 shares; 2024Q4: 27,887 shares; 2025Q1: 40,417 shares; 2025Q2: 47,255 shares; 2025Q3: 52,655 shares 52,655 $15.1M 0.01% +5,400 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,881 shares; 2024Q4: 28,604 shares; 2025Q1: 36,274 shares; 2025Q2: 55,414 shares; 2025Q3: 58,895 shares 58,895 $14.9M 0.01% +3,481 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,849 shares; 2024Q4: 41,034 shares; 2025Q1: 55,165 shares; 2025Q2: 88,524 shares; 2025Q3: 143,001 shares 143,001 $14.7M 0.01% +54,477 Timeline TDVG 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,137 shares; 2024Q4: 137,996 shares; 2025Q1: 200,537 shares; 2025Q2: 274,504 shares; 2025Q3: 334,587 shares 334,587 $14.6M 0.01% +60,083 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,422 shares; 2024Q4: 91,271 shares; 2025Q1: 162,882 shares; 2025Q2: 230,633 shares; 2025Q3: 364,086 shares 364,086 $14.6M 0.01% +133,453 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,319 shares; 2024Q4: 99,332 shares; 2025Q1: 210,300 shares; 2025Q2: 347,328 shares; 2025Q3: 542,152 shares 542,152 $14.4M 0.01% +194,824 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440,286 shares; 2024Q4: 634,841 shares; 2025Q1: 818,893 shares; 2025Q2: 1,041,374 shares; 2025Q3: 1,195,692 shares 1,195,692 $14.4M 0.01% +154,318 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,786 shares; 2024Q4: 34,794 shares; 2025Q1: 49,208 shares; 2025Q2: 76,216 shares; 2025Q3: 91,161 shares 91,161 $14.3M 0.01% +14,945 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,569 shares; 2024Q4: 57,060 shares; 2025Q1: 63,811 shares; 2025Q2: 70,923 shares; 2025Q3: 76,322 shares 76,322 $14.2M 0.01% +5,399 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,565 shares; 2024Q4: 85,288 shares; 2025Q1: 101,797 shares; 2025Q2: 117,539 shares; 2025Q3: 125,386 shares 125,386 $14.2M 0.01% +7,847 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,431 shares; 2024Q4: 91,534 shares; 2025Q1: 125,387 shares; 2025Q2: 160,867 shares; 2025Q3: 193,201 shares 193,201 $14.2M 0.01% +32,334 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,721 shares; 2024Q4: 110,271 shares; 2025Q1: 137,352 shares; 2025Q2: 130,792 shares; 2025Q3: 150,188 shares 150,188 $14.1M 0.01% +19,396 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,440 shares; 2024Q4: 34,615 shares; 2025Q1: 85,105 shares; 2025Q2: 104,916 shares; 2025Q3: 153,418 shares 153,418 $14.1M 0.01% +48,502 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450,842 shares; 2024Q4: 562,297 shares; 2025Q1: 670,098 shares; 2025Q2: 531,805 shares; 2025Q3: 432,049 shares 432,049 $14M 0.01% -99,756 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,596 shares; 2024Q4: 182,568 shares; 2025Q1: 268,196 shares; 2025Q2: 331,742 shares; 2025Q3: 277,309 shares 277,309 $13.9M 0.01% -54,433 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,287 shares; 2024Q4: 8,714 shares; 2025Q1: 16,581 shares; 2025Q2: 24,636 shares; 2025Q3: 34,474 shares 34,474 $13.8M 0.01% +9,838 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,294 shares; 2024Q4: 145,289 shares; 2025Q1: 217,502 shares; 2025Q2: 277,499 shares; 2025Q3: 297,369 shares 297,369 $13.7M 0.01% +19,870 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,901 shares; 2024Q4: 44,288 shares; 2025Q1: 59,256 shares; 2025Q2: 68,676 shares; 2025Q3: 74,332 shares 74,332 $13.7M 0.01% +5,656 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,692 shares; 2024Q4: 77,432 shares; 2025Q1: 96,171 shares; 2025Q2: 139,848 shares; 2025Q3: 162,994 shares 162,994 $13.7M 0.01% +23,146 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,001 shares; 2024Q4: 19,757 shares; 2025Q1: 53,080 shares; 2025Q2: 160,711 shares; 2025Q3: 227,581 shares 227,581 $13.4M 0.01% +66,870 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,218 shares; 2024Q4: 114,486 shares; 2025Q1: 133,262 shares; 2025Q2: 144,984 shares; 2025Q3: 180,425 shares 180,425 $13.4M 0.01% +35,441 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,344 shares; 2024Q4: 33,066 shares; 2025Q1: 61,936 shares; 2025Q2: 93,941 shares; 2025Q3: 112,762 shares 112,762 $13.3M 0.01% +18,821 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,043 shares; 2024Q4: 23,899 shares; 2025Q1: 36,644 shares; 2025Q2: 83,020 shares; 2025Q3: 123,396 shares 123,396 $13.2M 0.01% +40,376 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,896 shares; 2024Q4: 200,281 shares; 2025Q1: 221,583 shares; 2025Q2: 257,195 shares; 2025Q3: 298,530 shares 298,530 $13.1M 0.01% +41,335 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,308 shares; 2024Q4: 247,113 shares; 2025Q1: 357,062 shares; 2025Q2: 551,873 shares; 2025Q3: 616,547 shares 616,547 $13.1M 0.01% +64,674 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,379 shares; 2024Q4: 308,278 shares; 2025Q1: 373,212 shares; 2025Q2: 709,786 shares; 2025Q3: 741,914 shares 741,914 $13M 0.01% +32,128 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,655 shares; 2024Q4: 79,755 shares; 2025Q1: 140,244 shares; 2025Q2: 182,651 shares; 2025Q3: 252,646 shares 252,646 $12.9M 0.01% +69,995 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,219 shares; 2024Q4: 217,061 shares; 2025Q1: 304,137 shares; 2025Q2: 398,027 shares; 2025Q3: 458,703 shares 458,703 $12.8M 0.01% +60,676 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,821 shares; 2024Q4: 231,504 shares; 2025Q1: 321,791 shares; 2025Q2: 360,345 shares; 2025Q3: 401,773 shares 401,773 $12.8M 0.01% +41,428 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,051 shares; 2024Q4: 6,655 shares; 2025Q1: 8,221 shares; 2025Q2: 12,550 shares; 2025Q3: 16,783 shares 16,783 $12.8M 0.01% +4,233 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,808 shares; 2024Q4: 93,483 shares; 2025Q1: 159,099 shares; 2025Q2: 229,679 shares; 2025Q3: 317,069 shares 317,069 $12.6M 0.01% +87,390 Timeline TMSL 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,211 shares; 2025Q1: 77,935 shares; 2025Q2: 238,936 shares; 2025Q3: 355,009 shares 355,009 $12.5M 0.01% +116,073 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,040 shares; 2024Q4: 27,506 shares; 2025Q1: 87,041 shares; 2025Q2: 152,694 shares; 2025Q3: 247,378 shares 247,378 $12.3M 0.01% +94,684 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,206 shares; 2025Q1: 48,434 shares; 2025Q2: 65,195 shares; 2025Q3: 85,953 shares 85,953 $12.3M 0.01% +20,758 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,241 shares; 2024Q4: 19,178 shares; 2025Q1: 50,326 shares; 2025Q2: 121,581 shares; 2025Q3: 135,456 shares 135,456 $12.1M 0.01% +13,875 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,358 shares; 2024Q4: 20,859 shares; 2025Q1: 26,727 shares; 2025Q2: 41,064 shares; 2025Q3: 49,466 shares 49,466 $12M 0.01% +8,402 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,274 shares; 2024Q4: 39,403 shares; 2025Q1: 66,409 shares; 2025Q2: 138,761 shares; 2025Q3: 173,283 shares 173,283 $11.9M 0.01% +34,522 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,290 shares; 2024Q4: 27,122 shares; 2025Q1: 35,875 shares; 2025Q2: 42,186 shares; 2025Q3: 43,751 shares 43,751 $11.9M 0.01% +1,565 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,528 shares; 2024Q4: 19,234 shares; 2025Q1: 27,608 shares; 2025Q2: 34,280 shares; 2025Q3: 41,094 shares 41,094 $11.8M 0.01% +6,814 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,262 shares; 2024Q4: 39,277 shares; 2025Q1: 63,343 shares; 2025Q2: 141,107 shares; 2025Q3: 173,447 shares 173,447 $11.6M 0.01% +32,340 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,833 shares; 2024Q4: 70,205 shares; 2025Q1: 82,837 shares; 2025Q2: 92,636 shares; 2025Q3: 114,113 shares 114,113 $11.6M 0.01% +21,477 Timeline TBUX 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,329 shares; 2024Q4: 26,377 shares; 2025Q1: 73,140 shares; 2025Q2: 135,828 shares; 2025Q3: 231,536 shares 231,536 $11.5M 0.01% +95,708 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,307 shares; 2024Q4: 43,824 shares; 2025Q1: 74,218 shares; 2025Q2: 86,017 shares; 2025Q3: 96,485 shares 96,485 $11.5M 0.01% +10,468 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,331 shares; 2024Q4: 154,425 shares; 2025Q1: 195,460 shares; 2025Q2: 224,356 shares; 2025Q3: 241,867 shares 241,867 $11.5M 0.01% +17,511 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,940 shares; 2024Q4: 39,661 shares; 2025Q1: 50,989 shares; 2025Q2: 69,507 shares; 2025Q3: 74,859 shares 74,859 $11.3M 0.01% +5,352 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,413 shares; 2024Q4: 16,393 shares; 2025Q1: 27,353 shares; 2025Q2: 38,925 shares; 2025Q3: 74,309 shares 74,309 $11.1M 0.01% +35,384 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,444 shares; 2024Q4: 66,466 shares; 2025Q1: 93,422 shares; 2025Q2: 136,883 shares; 2025Q3: 161,707 shares 161,707 $11M 0.01% +24,824 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,804 shares; 2025Q1: 48,284 shares; 2025Q2: 58,054 shares; 2025Q3: 85,277 shares 85,277 $10.9M 0.01% +27,223 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,778 shares; 2024Q4: 9,718 shares; 2025Q1: 13,489 shares; 2025Q2: 26,681 shares; 2025Q3: 37,461 shares 37,461 $10.9M 0.01% +10,780 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,707 shares; 2024Q4: 22,300 shares; 2025Q1: 25,969 shares; 2025Q2: 33,663 shares; 2025Q3: 39,778 shares 39,778 $10.9M 0.01% +6,115 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,374 shares; 2024Q4: 73,506 shares; 2025Q1: 94,239 shares; 2025Q2: 86,921 shares; 2025Q3: 97,344 shares 97,344 $10.8M 0.01% +10,423 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,115 shares; 2024Q4: 45,691 shares; 2025Q1: 61,411 shares; 2025Q2: 88,082 shares; 2025Q3: 111,901 shares 111,901 $10.8M 0.01% +23,819 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,257 shares; 2024Q4: 52,050 shares; 2025Q1: 78,393 shares; 2025Q2: 117,991 shares; 2025Q3: 137,890 shares 137,890 $10.7M 0.01% +19,899 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,562 shares; 2024Q4: 101,912 shares; 2025Q1: 136,587 shares; 2025Q2: 158,152 shares; 2025Q3: 182,376 shares 182,376 $10.7M 0.01% +24,224 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,200 shares; 2024Q4: 14,605 shares; 2025Q1: 26,283 shares; 2025Q2: 32,299 shares; 2025Q3: 38,064 shares 38,064 $10.7M 0.01% +5,765 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,038 shares; 2024Q4: 103,672 shares; 2025Q1: 181,794 shares; 2025Q2: 297,195 shares; 2025Q3: 400,020 shares 400,020 $10.7M 0.01% +102,825 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,797 shares; 2024Q4: 8,280 shares; 2025Q1: 10,505 shares; 2025Q2: 12,662 shares; 2025Q3: 15,033 shares 15,033 $10.7M 0.01% +2,371 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,470 shares; 2024Q4: 15,547 shares; 2025Q1: 19,009 shares; 2025Q2: 22,241 shares; 2025Q3: 25,424 shares 25,424 $10.6M 0.01% +3,183 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,895 shares; 2024Q4: 105,340 shares; 2025Q1: 139,561 shares; 2025Q2: 164,165 shares; 2025Q3: 177,528 shares 177,528 $10.6M 0.01% +13,363 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,530 shares; 2024Q4: 111,759 shares; 2025Q1: 191,741 shares; 2025Q2: 239,264 shares; 2025Q3: 290,521 shares 290,521 $10.6M 0.01% +51,257 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,233 shares; 2025Q2: 18,666 shares; 2025Q3: 77,291 shares 77,291 $10.5M 0.01% +58,625 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,514 shares; 2024Q4: 146,711 shares; 2025Q1: 195,534 shares; 2025Q2: 221,910 shares; 2025Q3: 237,464 shares 237,464 $10.5M 0.01% +15,554 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,259 shares; 2024Q4: 22,197 shares; 2025Q1: 25,798 shares; 2025Q2: 74,406 shares; 2025Q3: 145,014 shares 145,014 $10.4M 0.01% +70,608 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,793 shares; 2024Q4: 113,370 shares; 2025Q1: 166,679 shares; 2025Q2: 219,283 shares; 2025Q3: 212,411 shares 212,411 $10.4M 0.01% -6,872 Timeline ARDX ARDELYX INC More: the full row for ARDELYX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 868,626 shares; 2024Q4: 1,452,176 shares; 2025Q1: 1,605,098 shares; 2025Q2: 1,843,187 shares; 2025Q3: 1,873,903 shares 1,873,903 $10.4M 0.01% +30,716 Timeline JPME J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,982 shares; 2024Q4: 26,894 shares; 2025Q1: 43,326 shares; 2025Q2: 65,542 shares; 2025Q3: 96,016 shares 96,016 $10.4M 0.01% +30,474 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,963 shares; 2024Q4: 23,569 shares; 2025Q1: 110,290 shares; 2025Q2: 149,818 shares; 2025Q3: 224,933 shares 224,933 $10.1M 0.01% +75,115 Timeline MFSG MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 98,216 shares; 2025Q3: 358,841 shares 358,841 $10M 0.01% +260,625 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,076 shares; 2024Q4: 36,005 shares; 2025Q1: 56,072 shares; 2025Q2: 66,586 shares; 2025Q3: 78,175 shares 78,175 $9.91M 0.01% +11,589 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,370 shares; 2024Q4: 4,175 shares; 2025Q1: 5,412 shares; 2025Q2: 11,488 shares; 2025Q3: 18,037 shares 18,037 $9.88M 0.01% +6,549 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,416 shares; 2024Q4: 65,336 shares; 2025Q1: 119,167 shares; 2025Q2: 179,278 shares; 2025Q3: 232,379 shares 232,379 $9.79M 0.01% +53,101 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,953 shares; 2024Q4: 23,952 shares; 2025Q1: 39,568 shares; 2025Q2: 64,206 shares; 2025Q3: 70,664 shares 70,664 $9.74M 0.01% +6,458 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,514 shares; 2024Q4: 62,376 shares; 2025Q1: 96,424 shares; 2025Q2: 119,595 shares; 2025Q3: 124,402 shares 124,402 $9.7M 0.01% +4,807 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,373 shares; 2024Q4: 27,887 shares; 2025Q1: 34,616 shares; 2025Q2: 39,177 shares; 2025Q3: 47,367 shares 47,367 $9.62M 0.01% +8,190 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,590 shares; 2024Q4: 6,535 shares; 2025Q1: 10,141 shares; 2025Q2: 51,468 shares; 2025Q3: 94,796 shares 94,796 $9.54M 0.01% +43,328 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,936 shares; 2024Q4: 12,410 shares; 2025Q1: 15,245 shares; 2025Q2: 17,900 shares; 2025Q3: 20,767 shares 20,767 $9.48M 0.01% +2,867 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,080 shares; 2024Q4: 23,909 shares; 2025Q1: 29,309 shares; 2025Q2: 34,517 shares; 2025Q3: 39,774 shares 39,774 $9.45M 0.01% +5,257 Timeline HTAB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,377 shares; 2024Q4: 189,176 shares; 2025Q1: 302,503 shares; 2025Q2: 359,486 shares; 2025Q3: 493,555 shares 493,555 $9.44M 0.01% +134,069 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,734 shares; 2024Q4: 186,125 shares; 2025Q1: 258,752 shares; 2025Q2: 316,117 shares; 2025Q3: 358,738 shares 358,738 $9.44M 0.01% +42,621 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,344 shares; 2024Q4: 34,303 shares; 2025Q1: 44,360 shares; 2025Q2: 56,438 shares; 2025Q3: 67,596 shares 67,596 $9.41M 0.01% +11,158 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,646 shares; 2024Q4: 13,499 shares; 2025Q1: 19,092 shares; 2025Q2: 20,009 shares; 2025Q3: 23,201 shares 23,201 $9.41M 0.01% +3,192 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,159 shares; 2024Q4: 70,350 shares; 2025Q1: 115,292 shares; 2025Q2: 214,197 shares; 2025Q3: 350,885 shares 350,885 $9.4M 0.01% +136,688 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,022 shares; 2024Q4: 278,059 shares; 2025Q1: 435,505 shares; 2025Q2: 499,892 shares; 2025Q3: 572,013 shares 572,013 $9.39M 0.01% +72,121 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,922 shares; 2024Q4: 30,541 shares; 2025Q1: 30,024 shares; 2025Q2: 35,553 shares; 2025Q3: 83,949 shares 83,949 $9.34M 0.01% +48,396 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 181,799 shares 181,799 $9.25M 0.01% new Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,694 shares; 2024Q4: 18,600 shares; 2025Q1: 23,826 shares; 2025Q2: 24,007 shares; 2025Q3: 27,015 shares 27,015 $9.24M 0.01% +3,008 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,761 shares; 2024Q4: 89,102 shares; 2025Q1: 143,307 shares; 2025Q2: 191,738 shares; 2025Q3: 257,979 shares 257,979 $9.16M 0.01% +66,241 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,711 shares; 2024Q4: 15,109 shares; 2025Q1: 31,459 shares; 2025Q2: 61,899 shares; 2025Q3: 109,501 shares 109,501 $9.11M 0.01% +47,602 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,346 shares; 2024Q4: 105,088 shares; 2025Q1: 144,614 shares; 2025Q2: 170,832 shares; 2025Q3: 190,322 shares 190,322 $9.05M 0.01% +19,490 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,760 shares; 2024Q4: 15,786 shares; 2025Q1: 19,821 shares; 2025Q2: 23,072 shares; 2025Q3: 27,516 shares 27,516 $8.99M 0.01% +4,444 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,541 shares; 2024Q4: 51,804 shares; 2025Q1: 63,733 shares; 2025Q2: 72,659 shares; 2025Q3: 79,803 shares 79,803 $8.94M 0.01% +7,144 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: 1,903 shares; 2025Q1: 4,738 shares; 2025Q2: 8,314 shares; 2025Q3: 13,176 shares 13,176 $8.83M 0.01% +4,862 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,662 shares; 2024Q4: 14,177 shares; 2025Q1: 16,101 shares; 2025Q2: 17,450 shares; 2025Q3: 17,660 shares 17,660 $8.82M 0.01% +210 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,868 shares; 2024Q4: 111,307 shares; 2025Q1: 154,340 shares; 2025Q2: 182,788 shares; 2025Q3: 205,341 shares 205,341 $8.74M 0.01% +22,553 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,462 shares; 2024Q4: 22,494 shares; 2025Q1: 27,560 shares; 2025Q2: 34,612 shares; 2025Q3: 35,673 shares 35,673 $8.69M 0.01% +1,061 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,600 shares; 2025Q3: 203,047 shares 203,047 $8.63M 0.01% +138,447 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,453 shares; 2024Q4: 167,092 shares; 2025Q1: 246,546 shares; 2025Q2: 274,476 shares; 2025Q3: 304,936 shares 304,936 $8.6M 0.01% +30,460 Timeline RSPA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,805 shares; 2025Q2: 98,985 shares; 2025Q3: 169,808 shares 169,808 $8.59M 0.01% +70,823 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,502 shares; 2024Q4: 31,257 shares; 2025Q1: 50,359 shares; 2025Q2: 60,195 shares; 2025Q3: 66,021 shares 66,021 $8.56M 0.01% +5,826 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,150 shares; 2024Q4: 46,295 shares; 2025Q1: 68,635 shares; 2025Q2: 86,188 shares; 2025Q3: 96,566 shares 96,566 $8.54M 0.01% +10,378 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,802 shares; 2024Q4: 78,088 shares; 2025Q1: 91,617 shares; 2025Q2: 101,409 shares; 2025Q3: 122,682 shares 122,682 $8.41M 0.01% +21,273 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,574 shares; 2024Q4: 103,663 shares; 2025Q1: 127,192 shares; 2025Q2: 163,059 shares; 2025Q3: 184,785 shares 184,785 $8.35M 0.01% +21,726 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,542 shares; 2024Q4: 97,019 shares; 2025Q1: 106,108 shares; 2025Q2: 109,882 shares; 2025Q3: 121,440 shares 121,440 $8.35M 0.01% +11,558 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,672 shares; 2024Q4: 168,904 shares; 2025Q1: 205,535 shares; 2025Q2: 209,136 shares; 2025Q3: 235,363 shares 235,363 $8.35M 0.01% +26,227 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,582 shares; 2024Q4: 72,052 shares; 2025Q1: 108,640 shares; 2025Q2: 135,868 shares; 2025Q3: 149,885 shares 149,885 $8.33M 0.01% +14,017 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,513 shares; 2024Q4: 57,694 shares; 2025Q1: 90,148 shares; 2025Q2: 112,625 shares; 2025Q3: 131,195 shares 131,195 $8.31M 0.01% +18,570 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,799 shares; 2024Q4: 21,897 shares; 2025Q1: 37,257 shares; 2025Q2: 53,051 shares; 2025Q3: 69,299 shares 69,299 $8.27M 0.01% +16,248 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,060 shares; 2024Q4: 65,861 shares; 2025Q1: 115,036 shares; 2025Q2: 155,282 shares; 2025Q3: 208,246 shares 208,246 $8.22M 0.01% +52,964 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,028 shares; 2024Q4: 39,739 shares; 2025Q1: 43,172 shares; 2025Q2: 49,081 shares; 2025Q3: 51,338 shares 51,338 $8.21M 0.01% +2,257 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,543 shares; 2024Q4: 25,236 shares; 2025Q1: 37,088 shares; 2025Q2: 50,799 shares; 2025Q3: 62,253 shares 62,253 $8.19M 0.01% +11,454 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,357 shares; 2024Q4: 74,745 shares; 2025Q1: 129,700 shares; 2025Q2: 152,053 shares; 2025Q3: 190,026 shares 190,026 $8.15M 0.01% +37,973 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,053 shares; 2024Q4: 147,340 shares; 2025Q1: 262,600 shares; 2025Q2: 330,414 shares; 2025Q3: 415,793 shares 415,793 $8.13M 0.01% +85,379 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,048 shares; 2024Q4: 62,657 shares; 2025Q1: 94,235 shares; 2025Q2: 101,193 shares; 2025Q3: 119,068 shares 119,068 $8.1M 0.01% +17,875 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,640 shares; 2024Q4: 4,478 shares; 2025Q1: 9,815 shares; 2025Q2: 14,903 shares; 2025Q3: 24,450 shares 24,450 $8.1M 0.01% +9,547 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,024 shares; 2024Q4: 28,352 shares; 2025Q1: 39,483 shares; 2025Q2: 47,885 shares; 2025Q3: 57,968 shares 57,968 $8.09M 0.01% +10,083 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,912 shares; 2024Q4: 14,254 shares; 2025Q1: 20,045 shares; 2025Q2: 30,269 shares; 2025Q3: 36,781 shares 36,781 $8.05M 0.01% +6,512 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,386 shares; 2024Q4: 194,421 shares; 2025Q1: 253,922 shares; 2025Q2: 317,957 shares; 2025Q3: 436,856 shares 436,856 $7.98M 0.01% +118,899 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 13,552 shares; 2025Q1: 49,626 shares; 2025Q2: 182,402 shares; 2025Q3: 300,279 shares 300,279 $7.93M 0.01% +117,877 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65,132 shares; 2025Q2: 167,388 shares; 2025Q3: 261,852 shares 261,852 $7.86M 0.01% +94,464 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,357 shares; 2024Q4: 33,374 shares; 2025Q1: 51,248 shares; 2025Q2: 70,010 shares; 2025Q3: 88,989 shares 88,989 $7.79M 0.01% +18,979 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,625 shares; 2025Q2: 78,944 shares; 2025Q3: 166,909 shares 166,909 $7.75M 0.01% +87,965 Timeline GRPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,595 shares; 2024Q4: 58,087 shares; 2025Q1: 63,813 shares; 2025Q2: 65,982 shares; 2025Q3: 63,556 shares 63,556 $7.72M 0.01% -2,426 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,675 shares; 2024Q4: 16,986 shares; 2025Q1: 18,363 shares; 2025Q2: 22,063 shares; 2025Q3: 25,870 shares 25,870 $7.72M 0.01% +3,807 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,143 shares; 2024Q4: 36,837 shares; 2025Q1: 50,203 shares; 2025Q2: 67,542 shares; 2025Q3: 75,411 shares 75,411 $7.72M 0.01% +7,869 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,976 shares; 2024Q4: 30,753 shares; 2025Q1: 64,568 shares; 2025Q2: 84,344 shares; 2025Q3: 157,546 shares 157,546 $7.71M 0.01% +73,202 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,193 shares; 2025Q1: 33,870 shares; 2025Q2: 55,215 shares; 2025Q3: 69,551 shares 69,551 $7.69M 0.01% +14,336 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,784 shares; 2024Q4: 69,874 shares; 2025Q1: 90,009 shares; 2025Q2: 109,716 shares; 2025Q3: 127,351 shares 127,351 $7.69M 0.01% +17,635 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,579 shares; 2024Q4: 44,611 shares; 2025Q1: 62,560 shares; 2025Q2: 77,031 shares; 2025Q3: 86,868 shares 86,868 $7.68M 0.01% +9,837 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,632 shares; 2024Q4: 170,585 shares; 2025Q1: 243,370 shares; 2025Q2: 298,634 shares; 2025Q3: 373,288 shares 373,288 $7.67M 0.01% +74,654 Timeline TOUS 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,300 shares; 2025Q2: 116,510 shares; 2025Q3: 228,940 shares 228,940 $7.66M 0.01% +112,430 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,213 shares; 2024Q4: 175,293 shares; 2025Q1: 313,490 shares; 2025Q2: 341,869 shares; 2025Q3: 369,713 shares 369,713 $7.65M 0.01% +27,844 ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,979 shares; 2024Q4: 155,279 shares; 2025Q1: 202,501 shares; 2025Q2: 215,943 shares; 2025Q3: 255,333 shares 255,333 $7.57M 0.01% +39,390 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,764 shares; 2024Q4: 67,815 shares; 2025Q1: 90,746 shares; 2025Q2: 104,891 shares; 2025Q3: 132,290 shares 132,290 $7.56M 0.01% +27,399 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,317 shares; 2024Q4: 96,064 shares; 2025Q1: 130,346 shares; 2025Q2: 146,694 shares; 2025Q3: 168,242 shares 168,242 $7.51M 0.01% +21,548 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,344 shares; 2024Q4: 19,133 shares; 2025Q1: 24,373 shares; 2025Q2: 28,976 shares; 2025Q3: 31,521 shares 31,521 $7.49M 0.01% +2,545 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,664 shares; 2024Q4: 68,178 shares; 2025Q1: 110,122 shares; 2025Q2: 139,855 shares; 2025Q3: 148,265 shares 148,265 $7.48M 0.01% +8,410 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,588 shares; 2024Q4: 278,383 shares; 2025Q1: 304,780 shares; 2025Q2: 307,635 shares; 2025Q3: 320,160 shares 320,160 $7.4M 0.01% +12,525 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,521 shares; 2024Q4: 24,691 shares; 2025Q1: 36,957 shares; 2025Q2: 57,970 shares; 2025Q3: 79,238 shares 79,238 $7.38M 0.01% +21,268 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,550 shares; 2024Q4: 17,012 shares; 2025Q1: 21,023 shares; 2025Q2: 20,931 shares; 2025Q3: 21,570 shares 21,570 $7.38M 0.01% +639 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,458 shares; 2024Q4: 49,550 shares; 2025Q1: 64,214 shares; 2025Q2: 132,569 shares; 2025Q3: 151,168 shares 151,168 $7.37M 0.01% +18,599 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 3,463 shares; 2025Q1: 13,640 shares; 2025Q2: 31,966 shares; 2025Q3: 59,811 shares 59,811 $7.28M <0.01% +27,845 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,085 shares; 2024Q4: 11,815 shares; 2025Q1: 18,081 shares; 2025Q2: 22,039 shares; 2025Q3: 32,186 shares 32,186 $7.23M <0.01% +10,147 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,375 shares; 2024Q4: 105,059 shares; 2025Q1: 133,980 shares; 2025Q2: 161,313 shares; 2025Q3: 195,586 shares 195,586 $7.13M <0.01% +34,273 Timeline TSPA 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,790 shares; 2024Q4: 53,005 shares; 2025Q1: 114,314 shares; 2025Q2: 124,857 shares; 2025Q3: 170,290 shares 170,290 $7.09M <0.01% +45,433 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,118 shares; 2024Q4: 61,230 shares; 2025Q1: 96,397 shares; 2025Q2: 118,959 shares; 2025Q3: 149,973 shares 149,973 $7.06M <0.01% +31,014 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 632 shares; 2024Q4: 9,948 shares; 2025Q1: 36,220 shares; 2025Q2: 49,539 shares; 2025Q3: 56,949 shares 56,949 $7.04M <0.01% +7,410 Timeline JIG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,418 shares; 2025Q2: 60,444 shares; 2025Q3: 94,672 shares 94,672 $7.04M <0.01% +34,228 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,633 shares; 2024Q4: 136,170 shares; 2025Q1: 200,850 shares; 2025Q2: 241,046 shares; 2025Q3: 353,218 shares 353,218 $6.95M <0.01% +112,172 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,130 shares; 2024Q4: 3,917 shares; 2025Q1: 5,565 shares; 2025Q2: 50,618 shares; 2025Q3: 74,124 shares 74,124 $6.95M <0.01% +23,506 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,801 shares; 2024Q4: 47,662 shares; 2025Q1: 67,053 shares; 2025Q2: 76,510 shares; 2025Q3: 85,785 shares 85,785 $6.91M <0.01% +9,275 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,862 shares; 2024Q4: 40,963 shares; 2025Q1: 43,348 shares; 2025Q2: 50,874 shares; 2025Q3: 59,921 shares 59,921 $6.89M <0.01% +9,047 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,516 shares; 2024Q4: 27,612 shares; 2025Q1: 33,332 shares; 2025Q2: 35,663 shares; 2025Q3: 40,322 shares 40,322 $6.79M <0.01% +4,659 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,367 shares; 2024Q4: 52,011 shares; 2025Q1: 72,733 shares; 2025Q2: 79,297 shares; 2025Q3: 87,792 shares 87,792 $6.78M <0.01% +8,495 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,508 shares; 2024Q4: 6,023 shares; 2025Q1: 8,686 shares; 2025Q2: 9,762 shares; 2025Q3: 11,388 shares 11,388 $6.77M <0.01% +1,626 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,983 shares; 2024Q4: 64,139 shares; 2025Q1: 76,690 shares; 2025Q2: 84,321 shares; 2025Q3: 90,711 shares 90,711 $6.7M <0.01% +6,390 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,686 shares; 2024Q4: 8,862 shares; 2025Q1: 14,097 shares; 2025Q2: 18,933 shares; 2025Q3: 26,850 shares 26,850 $6.69M <0.01% +7,917 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,124 shares; 2024Q4: 46,692 shares; 2025Q1: 57,187 shares; 2025Q2: 74,762 shares; 2025Q3: 81,521 shares 81,521 $6.68M <0.01% +6,759 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,820 shares; 2024Q4: 53,932 shares; 2025Q1: 68,437 shares; 2025Q2: 78,257 shares; 2025Q3: 87,461 shares 87,461 $6.67M <0.01% +9,204 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,819 shares; 2024Q4: 122,836 shares; 2025Q1: 202,440 shares; 2025Q2: 283,662 shares; 2025Q3: 351,900 shares 351,900 $6.61M <0.01% +68,238 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 125 shares; 2025Q1: 17,066 shares; 2025Q2: 56,274 shares; 2025Q3: 129,234 shares 129,234 $6.56M <0.01% +72,960 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,498 shares; 2024Q4: 67,085 shares; 2025Q1: 93,490 shares; 2025Q2: 108,209 shares; 2025Q3: 129,466 shares 129,466 $6.55M <0.01% +21,257 Timeline