VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,148,042 shares; 2024Q4: 28,577,762 shares; 2025Q1: 32,272,101 shares; 2025Q2: 35,058,923 shares; 2025Q3: 35,215,110 shares; 2025Q4: 39,381,983 shares 39,381,983 $19.2B 11.71% +4,166,873 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,483,967 shares; 2024Q4: 128,947,585 shares; 2025Q1: 138,625,924 shares; 2025Q2: 145,385,703 shares; 2025Q3: 143,917,621 shares; 2025Q4: 138,558,797 shares 138,558,797 $13.8B 8.44% -5,358,824 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,574,855 shares; 2024Q4: 12,051,651 shares; 2025Q1: 14,282,483 shares; 2025Q2: 16,600,491 shares; 2025Q3: 17,201,745 shares; 2025Q4: 18,349,288 shares 18,349,288 $12.6B 7.66% +1,147,543 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,185,773 shares; 2024Q4: 53,858,087 shares; 2025Q1: 54,080,352 shares; 2025Q2: 52,282,312 shares; 2025Q3: 53,966,784 shares; 2025Q4: 55,273,064 shares 55,273,064 $10.6B 6.44% +1,306,280 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,084,807 shares; 2024Q4: 9,387,695 shares; 2025Q1: 10,685,240 shares; 2025Q2: 13,185,471 shares; 2025Q3: 13,791,786 shares; 2025Q4: 14,438,145 shares 14,438,145 $9.05B 5.52% +646,359 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,420,572 shares; 2024Q4: 88,571,458 shares; 2025Q1: 89,235,188 shares; 2025Q2: 89,703,239 shares; 2025Q3: 96,540,540 shares; 2025Q4: 100,633,222 shares 100,633,222 $9B 5.49% +4,092,682 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,990,340 shares; 2024Q4: 62,207,278 shares; 2025Q1: 66,497,354 shares; 2025Q2: 69,710,394 shares; 2025Q3: 75,344,008 shares; 2025Q4: 78,920,855 shares 78,920,855 $7.6B 4.63% +3,576,847 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,474,418 shares; 2024Q4: 17,440,379 shares; 2025Q1: 18,352,893 shares; 2025Q2: 20,981,556 shares; 2025Q3: 23,008,930 shares; 2025Q4: 21,489,205 shares 21,489,205 $6.24B 3.8% -1,519,725 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,391,682 shares; 2024Q4: 15,917,052 shares; 2025Q1: 16,130,782 shares; 2025Q2: 16,788,189 shares; 2025Q3: 17,324,351 shares; 2025Q4: 17,839,205 shares 17,839,205 $5.62B 3.42% +514,854 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,982 shares; 2024Q4: 15,584,437 shares; 2025Q1: 31,074,010 shares; 2025Q2: 44,200,159 shares; 2025Q3: 50,982,604 shares; 2025Q4: 57,574,162 shares 57,574,162 $4.62B 2.82% +6,591,558 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,279,943 shares; 2024Q4: 9,740,751 shares; 2025Q1: 10,240,732 shares; 2025Q2: 10,828,766 shares; 2025Q3: 11,256,502 shares; 2025Q4: 11,577,955 shares 11,577,955 $4.32B 2.64% +321,453 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,939,303 shares; 2024Q4: 60,525,582 shares; 2025Q1: 62,382,141 shares; 2025Q2: 66,774,459 shares; 2025Q3: 71,364,109 shares; 2025Q4: 76,564,104 shares 76,564,104 $3.56B 2.17% +5,199,995 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,071,058 shares; 2024Q4: 61,462,419 shares; 2025Q1: 54,121,352 shares; 2025Q2: 49,517,444 shares; 2025Q3: 51,311,775 shares; 2025Q4: 52,908,486 shares 52,908,486 $3.31B 2.02% +1,596,711 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,122,184 shares; 2024Q4: 19,425,031 shares; 2025Q1: 20,808,055 shares; 2025Q2: 22,299,575 shares; 2025Q3: 61,767,288 shares; 2025Q4: 88,011,098 shares 88,011,098 $3.29B 2.01% +26,243,810 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,176,473 shares; 2024Q4: 5,892,052 shares; 2025Q1: 6,189,537 shares; 2025Q2: 7,776,974 shares; 2025Q3: 19,051,672 shares; 2025Q4: 30,941,102 shares 30,941,102 $2.91B 1.77% +11,889,430 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,059,249 shares; 2024Q4: 9,715,329 shares; 2025Q1: 10,190,121 shares; 2025Q2: 10,635,085 shares; 2025Q3: 11,290,255 shares; 2025Q4: 35,085,170 shares 35,085,170 $2.72B 1.66% +23,794,915 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,482,698 shares; 2024Q4: 1,734,575 shares; 2025Q1: 2,121,798 shares; 2025Q2: 2,291,692 shares; 2025Q3: 14,885,601 shares; 2025Q4: 16,260,705 shares 16,260,705 $1.95B 1.19% +1,375,104 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; 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; 2025Q4: 45,756,884 shares 45,756,884 $1.51B 0.92% +11,624,686 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 9,708,345 shares 9,708,345 $1.37B 0.83% -339,130 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 707,301 shares; 2024Q4: 961,106 shares; 2025Q1: 1,148,294 shares; 2025Q2: 1,773,729 shares; 2025Q3: 1,919,469 shares; 2025Q4: 18,568,675 shares 18,568,675 $1.25B 0.76% +16,649,206 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,081,678 shares; 2024Q4: 6,294,142 shares; 2025Q1: 6,092,014 shares; 2025Q2: 6,165,916 shares; 2025Q3: 5,232,290 shares; 2025Q4: 5,355,686 shares 5,355,686 $900M 0.55% +123,396 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 968,047 shares; 2024Q4: 1,326,410 shares; 2025Q1: 1,814,959 shares; 2025Q2: 2,293,189 shares; 2025Q3: 2,608,376 shares; 2025Q4: 2,821,584 shares 2,821,584 $883M 0.54% +213,208 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,767,663 shares; 2024Q4: 2,306,508 shares; 2025Q1: 3,109,514 shares; 2025Q2: 3,751,823 shares; 2025Q3: 4,108,025 shares; 2025Q4: 4,514,530 shares 4,514,530 $842M 0.51% +406,505 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 591,778 shares; 2024Q4: 818,188 shares; 2025Q1: 1,097,614 shares; 2025Q2: 1,315,091 shares; 2025Q3: 1,486,773 shares; 2025Q4: 1,677,698 shares 1,677,698 $811M 0.49% +190,925 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,098,662 shares; 2024Q4: 1,463,971 shares; 2025Q1: 1,926,440 shares; 2025Q2: 2,287,145 shares; 2025Q3: 2,620,999 shares; 2025Q4: 2,873,037 shares 2,873,037 $781M 0.48% +252,038 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,070,046 shares; 2024Q4: 1,504,944 shares; 2025Q1: 2,029,711 shares; 2025Q2: 2,562,621 shares; 2025Q3: 2,948,468 shares; 2025Q4: 3,332,469 shares 3,332,469 $769M 0.47% +384,001 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,884,776 shares; 2024Q4: 1,924,969 shares; 2025Q1: 1,980,162 shares; 2025Q2: 1,987,578 shares; 2025Q3: 2,067,298 shares; 2025Q4: 2,182,394 shares 2,182,394 $748M 0.46% +115,096 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 538,767 shares; 2024Q4: 852,304 shares; 2025Q1: 1,262,644 shares; 2025Q2: 1,815,339 shares; 2025Q3: 2,285,296 shares; 2025Q4: 2,779,380 shares 2,779,380 $703M 0.43% +494,084 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,092,431 shares; 2024Q4: 4,224,958 shares; 2025Q1: 5,837,667 shares; 2025Q2: 7,394,186 shares; 2025Q3: 8,606,166 shares; 2025Q4: 9,989,957 shares 9,989,957 $694M 0.42% +1,383,791 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,884,179 shares; 2024Q4: 4,306,885 shares; 2025Q1: 4,831,365 shares; 2025Q2: 5,698,055 shares; 2025Q3: 6,130,302 shares; 2025Q4: 6,417,565 shares 6,417,565 $658M 0.4% +287,263 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,404,373 shares; 2024Q4: 4,537,638 shares; 2025Q1: 4,861,523 shares; 2025Q2: 5,231,840 shares; 2025Q3: 5,577,746 shares; 2025Q4: 4,731,983 shares 4,731,983 $648M 0.4% -845,763 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,213,854 shares; 2024Q4: 7,332,914 shares; 2025Q1: 6,657,608 shares; 2025Q2: 6,964,529 shares; 2025Q3: 2,639,026 shares; 2025Q4: 2,499,811 shares 2,499,811 $645M 0.39% -139,215 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 528,307 shares; 2024Q4: 607,400 shares; 2025Q1: 683,904 shares; 2025Q2: 773,617 shares; 2025Q3: 814,667 shares; 2025Q4: 874,716 shares 874,716 $597M 0.36% +60,049 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 739,069 shares; 2024Q4: 961,987 shares; 2025Q1: 1,198,179 shares; 2025Q2: 1,384,762 shares; 2025Q3: 1,488,771 shares; 2025Q4: 1,602,037 shares 1,602,037 $554M 0.34% +113,266 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,649,688 shares; 2024Q4: 12,598,311 shares; 2025Q1: 9,822,559 shares; 2025Q2: 8,424,731 shares; 2025Q3: 6,869,047 shares; 2025Q4: 6,770,170 shares 6,770,170 $483M 0.29% -98,877 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,361,885 shares; 2024Q4: 2,419,536 shares; 2025Q1: 2,454,026 shares; 2025Q2: 2,412,159 shares; 2025Q3: 2,495,402 shares; 2025Q4: 2,627,102 shares 2,627,102 $466M 0.28% +131,700 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,552,495 shares; 2024Q4: 2,685,061 shares; 2025Q1: 3,955,630 shares; 2025Q2: 5,646,393 shares; 2025Q3: 7,854,486 shares; 2025Q4: 10,333,172 shares 10,333,172 $451M 0.27% +2,478,686 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,086,052 shares; 2024Q4: 3,598,079 shares; 2025Q1: 4,525,078 shares; 2025Q2: 5,474,798 shares; 2025Q3: 6,145,989 shares; 2025Q4: 6,827,466 shares 6,827,466 $451M 0.27% +681,477 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,694,597 shares; 2024Q4: 6,738,037 shares; 2025Q1: 5,298,751 shares; 2025Q2: 4,658,236 shares; 2025Q3: 3,796,121 shares; 2025Q4: 3,875,232 shares 3,875,232 $441M 0.27% +79,111 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 699,335 shares; 2024Q4: 860,651 shares; 2025Q1: 1,096,198 shares; 2025Q2: 1,395,581 shares; 2025Q3: 1,542,835 shares; 2025Q4: 1,736,188 shares 1,736,188 $382M 0.23% +193,353 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,431,899 shares; 2024Q4: 1,630,781 shares; 2025Q1: 1,882,559 shares; 2025Q2: 2,143,196 shares; 2025Q3: 2,343,326 shares; 2025Q4: 2,595,284 shares 2,595,284 $372M 0.23% +251,958 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445,031 shares; 2024Q4: 601,772 shares; 2025Q1: 769,996 shares; 2025Q2: 915,896 shares; 2025Q3: 1,025,461 shares; 2025Q4: 1,131,539 shares 1,131,539 $365M 0.22% +106,078 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,331,908 shares; 2024Q4: 5,888,244 shares; 2025Q1: 4,497,096 shares; 2025Q2: 2,759,719 shares; 2025Q3: 2,811,945 shares; 2025Q4: 2,849,667 shares 2,849,667 $351M 0.21% +37,722 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,872,287 shares; 2024Q4: 3,442,958 shares; 2025Q1: 3,529,097 shares; 2025Q2: 4,381,736 shares; 2025Q3: 5,703,321 shares; 2025Q4: 6,954,599 shares 6,954,599 $350M 0.21% +1,251,278 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,486,383 shares; 2024Q4: 2,225,640 shares; 2025Q1: 3,322,912 shares; 2025Q2: 4,591,124 shares; 2025Q3: 5,999,008 shares; 2025Q4: 7,527,486 shares 7,527,486 $335M 0.2% +1,528,478 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,874 shares; 2024Q4: 204,518 shares; 2025Q1: 283,481 shares; 2025Q2: 366,649 shares; 2025Q3: 421,626 shares; 2025Q4: 503,137 shares 503,137 $332M 0.2% +81,511 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,176,661 shares; 2024Q4: 3,985,097 shares; 2025Q1: 2,531,729 shares; 2025Q2: 2,037,447 shares; 2025Q3: 1,488,282 shares; 2025Q4: 1,507,315 shares 1,507,315 $317M 0.19% +19,033 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,484 shares; 2024Q4: 168,892 shares; 2025Q1: 251,774 shares; 2025Q2: 346,120 shares; 2025Q3: 410,930 shares; 2025Q4: 483,730 shares 483,730 $297M 0.18% +72,800 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,377,783 shares; 2024Q4: 4,351,905 shares; 2025Q1: 3,230,661 shares; 2025Q2: 3,499,272 shares; 2025Q3: 3,669,595 shares; 2025Q4: 2,992,615 shares 2,992,615 $287M 0.18% -676,980 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,860,215 shares; 2024Q4: 3,189,832 shares; 2025Q1: 3,346,454 shares; 2025Q2: 3,845,647 shares; 2025Q3: 3,376,293 shares; 2025Q4: 3,580,407 shares 3,580,407 $265M 0.16% +204,114 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,089,219 shares; 2024Q4: 8,441,577 shares; 2025Q1: 7,915,281 shares; 2025Q2: 4,814,006 shares; 2025Q3: 1,017,868 shares; 2025Q4: 1,039,000 shares 1,039,000 $256M 0.16% +21,132 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,192 shares; 2024Q4: 113,685 shares; 2025Q1: 149,687 shares; 2025Q2: 188,578 shares; 2025Q3: 218,571 shares; 2025Q4: 235,911 shares 235,911 $254M 0.15% +17,340 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,069,637 shares; 2024Q4: 1,750,757 shares; 2025Q1: 2,633,492 shares; 2025Q2: 3,845,225 shares; 2025Q3: 4,799,841 shares; 2025Q4: 6,149,146 shares 6,149,146 $247M 0.15% +1,349,305 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 684,179 shares; 2024Q4: 699,325 shares; 2025Q1: 723,604 shares; 2025Q2: 767,631 shares; 2025Q3: 806,462 shares; 2025Q4: 882,883 shares 882,883 $246M 0.15% +76,421 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,827 shares; 2024Q4: 308,063 shares; 2025Q1: 371,321 shares; 2025Q2: 436,446 shares; 2025Q3: 480,061 shares; 2025Q4: 518,976 shares 518,976 $246M 0.15% +38,915 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308,045 shares; 2024Q4: 400,306 shares; 2025Q1: 492,604 shares; 2025Q2: 566,728 shares; 2025Q3: 636,370 shares; 2025Q4: 699,680 shares 699,680 $245M 0.15% +63,310 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,208,041 shares; 2024Q4: 1,516,730 shares; 2025Q1: 1,510,950 shares; 2025Q2: 1,962,716 shares; 2025Q3: 2,071,369 shares; 2025Q4: 2,272,610 shares 2,272,610 $243M 0.15% +201,241 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 384,026 shares; 2024Q4: 880,464 shares; 2025Q1: 1,421,426 shares; 2025Q2: 1,509,160 shares; 2025Q3: 2,000,192 shares; 2025Q4: 3,046,853 shares 3,046,853 $235M 0.14% +1,046,661 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,464 shares; 2024Q4: 236,852 shares; 2025Q1: 300,965 shares; 2025Q2: 357,262 shares; 2025Q3: 403,696 shares; 2025Q4: 462,320 shares 462,320 $232M 0.14% +58,624 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,878 shares; 2024Q4: 493,749 shares; 2025Q1: 944,747 shares; 2025Q2: 1,757,166 shares; 2025Q3: 2,122,912 shares; 2025Q4: 2,483,557 shares 2,483,557 $230M 0.14% +360,645 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,621,552 shares; 2024Q4: 2,756,003 shares; 2025Q1: 3,130,494 shares; 2025Q2: 3,403,180 shares; 2025Q3: 3,662,285 shares; 2025Q4: 4,156,760 shares 4,156,760 $223M 0.14% +494,475 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,394 shares; 2024Q4: 342,879 shares; 2025Q1: 418,272 shares; 2025Q2: 494,365 shares; 2025Q3: 555,676 shares; 2025Q4: 643,191 shares 643,191 $216M 0.13% +87,515 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,192,350 shares; 2024Q4: 2,328,337 shares; 2025Q1: 2,442,915 shares; 2025Q2: 2,572,625 shares; 2025Q3: 2,694,026 shares; 2025Q4: 2,891,080 shares 2,891,080 $213M 0.13% +197,054 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,396,181 shares; 2024Q4: 1,508,819 shares; 2025Q1: 1,658,980 shares; 2025Q2: 1,861,338 shares; 2025Q3: 2,119,821 shares; 2025Q4: 2,460,506 shares 2,460,506 $192M 0.12% +340,685 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,005 shares; 2024Q4: 42,368 shares; 2025Q1: 600,596 shares; 2025Q2: 1,323,831 shares; 2025Q3: 1,435,255 shares; 2025Q4: 1,542,662 shares 1,542,662 $188M 0.11% +107,407 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,382,526 shares; 2024Q4: 2,400,592 shares; 2025Q1: 1,311,587 shares; 2025Q2: 1,062,970 shares; 2025Q3: 906,506 shares; 2025Q4: 845,509 shares 845,509 $179M 0.11% -60,997 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,529 shares; 2024Q4: 154,129 shares; 2025Q1: 239,337 shares; 2025Q2: 302,460 shares; 2025Q3: 350,825 shares; 2025Q4: 391,857 shares 391,857 $176M 0.11% +41,032 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396,618 shares; 2024Q4: 519,058 shares; 2025Q1: 677,436 shares; 2025Q2: 767,003 shares; 2025Q3: 856,139 shares; 2025Q4: 942,867 shares 942,867 $173M 0.11% +86,728 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,945 shares; 2024Q4: 456,747 shares; 2025Q1: 559,577 shares; 2025Q2: 664,870 shares; 2025Q3: 745,052 shares; 2025Q4: 819,260 shares 819,260 $170M 0.1% +74,208 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 460,228 shares; 2024Q4: 766,218 shares; 2025Q1: 1,193,604 shares; 2025Q2: 1,575,902 shares; 2025Q3: 1,837,887 shares; 2025Q4: 2,128,223 shares 2,128,223 $160M 0.1% +290,336 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 402,185 shares; 2024Q4: 554,349 shares; 2025Q1: 697,011 shares; 2025Q2: 832,799 shares; 2025Q3: 955,975 shares; 2025Q4: 1,045,296 shares 1,045,296 $159M 0.1% +89,321 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 578,410 shares; 2024Q4: 726,347 shares; 2025Q1: 930,668 shares; 2025Q2: 1,211,347 shares; 2025Q3: 1,454,093 shares; 2025Q4: 1,733,531 shares 1,733,531 $156M 0.1% +279,438 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,954,789 shares; 2024Q4: 1,912,378 shares; 2025Q1: 646,506 shares; 2025Q2: 688,885 shares; 2025Q3: 562,371 shares; 2025Q4: 515,197 shares 515,197 $156M 0.09% -47,174 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,477,229 shares; 2024Q4: 3,540,054 shares; 2025Q1: 4,221,532 shares; 2025Q2: 4,878,673 shares; 2025Q3: 5,639,255 shares; 2025Q4: 6,465,368 shares 6,465,368 $155M 0.09% +826,113 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,780 shares; 2024Q4: 223,959 shares; 2025Q1: 390,771 shares; 2025Q2: 535,373 shares; 2025Q3: 607,672 shares; 2025Q4: 696,672 shares 696,672 $149M 0.09% +89,000 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 854,995 shares; 2024Q4: 1,335,007 shares; 2025Q1: 1,963,522 shares; 2025Q2: 2,946,022 shares; 2025Q3: 3,578,414 shares; 2025Q4: 4,182,196 shares 4,182,196 $145M 0.09% +603,782 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: 6 shares; 2025Q1: 668,517 shares; 2025Q2: 1,446,109 shares; 2025Q3: 2,027,327 shares; 2025Q4: 2,524,737 shares 2,524,737 $145M 0.09% +497,410 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 386,126 shares; 2024Q4: 532,288 shares; 2025Q1: 679,906 shares; 2025Q2: 798,156 shares; 2025Q3: 899,293 shares; 2025Q4: 976,312 shares 976,312 $140M 0.09% +77,019 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,040 shares; 2024Q4: 262,971 shares; 2025Q1: 344,887 shares; 2025Q2: 406,281 shares; 2025Q3: 467,551 shares; 2025Q4: 527,002 shares 527,002 $140M 0.09% +59,451 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; 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; 2025Q4: 2,717,347 shares 2,717,347 $135M 0.08% +553,456 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,607 shares; 2024Q4: 315,313 shares; 2025Q1: 394,008 shares; 2025Q2: 452,302 shares; 2025Q3: 507,162 shares; 2025Q4: 550,633 shares 550,633 $133M 0.08% +43,471 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; 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; 2025Q4: 1,238,884 shares 1,238,884 $128M 0.08% +137,632 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; 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; 2025Q4: 2,453,453 shares 2,453,453 $126M 0.08% +484,950 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,779 shares; 2025Q1: 80,441 shares; 2025Q2: 96,338 shares; 2025Q3: 105,575 shares; 2025Q4: 114,446 shares 114,446 $122M 0.07% +8,871 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,959 shares; 2024Q4: 217,376 shares; 2025Q1: 359,897 shares; 2025Q2: 460,103 shares; 2025Q3: 590,329 shares; 2025Q4: 687,360 shares 687,360 $122M 0.07% +97,031 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,272,017 shares; 2024Q4: 6,887,870 shares; 2025Q1: 2,810,381 shares; 2025Q2: 2,043,236 shares; 2025Q3: 2,166,492 shares; 2025Q4: 2,417,959 shares 2,417,959 $121M 0.07% +251,467 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,049,415 shares; 2024Q4: 1,080,470 shares; 2025Q1: 1,177,164 shares; 2025Q2: 1,288,493 shares; 2025Q3: 1,376,671 shares; 2025Q4: 1,528,953 shares 1,528,953 $120M 0.07% +152,282 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,581 shares; 2024Q4: 62,476 shares; 2025Q1: 87,924 shares; 2025Q2: 106,916 shares; 2025Q3: 124,725 shares; 2025Q4: 137,368 shares 137,368 $118M 0.07% +12,643 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; 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; 2025Q4: 1,290,367 shares 1,290,367 $118M 0.07% +173,663 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 508,257 shares; 2024Q4: 562,985 shares; 2025Q1: 568,450 shares; 2025Q2: 611,282 shares; 2025Q3: 673,817 shares; 2025Q4: 801,376 shares 801,376 $115M 0.07% +127,559 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355,789 shares; 2024Q4: 511,521 shares; 2025Q1: 677,924 shares; 2025Q2: 805,219 shares; 2025Q3: 884,130 shares; 2025Q4: 974,546 shares 974,546 $114M 0.07% +90,416 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,032 shares; 2024Q4: 134,393 shares; 2025Q1: 173,049 shares; 2025Q2: 196,551 shares; 2025Q3: 224,407 shares; 2025Q4: 245,141 shares 245,141 $114M 0.07% +20,734 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,745 shares; 2024Q4: 121,134 shares; 2025Q1: 152,764 shares; 2025Q2: 190,325 shares; 2025Q3: 210,556 shares; 2025Q4: 232,705 shares 232,705 $112M 0.07% +22,149 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; 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; 2025Q4: 1,700,817 shares 1,700,817 $111M 0.07% +313,491 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,669 shares; 2024Q4: 275,859 shares; 2025Q1: 386,533 shares; 2025Q2: 532,145 shares; 2025Q3: 639,369 shares; 2025Q4: 737,129 shares 737,129 $110M 0.07% +97,760 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,542 shares; 2024Q4: 426,303 shares; 2025Q1: 688,084 shares; 2025Q2: 905,565 shares; 2025Q3: 1,153,826 shares; 2025Q4: 1,569,304 shares 1,569,304 $109M 0.07% +415,478 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,625 shares; 2024Q4: 347,941 shares; 2025Q1: 475,242 shares; 2025Q2: 653,620 shares; 2025Q3: 741,637 shares; 2025Q4: 871,480 shares 871,480 $106M 0.06% +129,843 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; 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; 2025Q4: 3,494,632 shares 3,494,632 $105M 0.06% +964,123 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,271 shares; 2024Q4: 356,486 shares; 2025Q1: 456,817 shares; 2025Q2: 571,900 shares; 2025Q3: 669,072 shares; 2025Q4: 725,604 shares 725,604 $104M 0.06% +56,532 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,091 shares; 2024Q4: 264,511 shares; 2025Q1: 319,118 shares; 2025Q2: 378,868 shares; 2025Q3: 425,785 shares; 2025Q4: 483,614 shares 483,614 $103M 0.06% +57,829 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,650 shares; 2024Q4: 83,646 shares; 2025Q1: 123,997 shares; 2025Q2: 173,723 shares; 2025Q3: 205,002 shares; 2025Q4: 254,867 shares 254,867 $101M 0.06% +49,865 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 473,330 shares; 2025Q2: 904,300 shares; 2025Q3: 1,302,995 shares; 2025Q4: 1,714,156 shares 1,714,156 $99.6M 0.06% +411,161 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 591,634 shares; 2024Q4: 908,942 shares; 2025Q1: 1,431,184 shares; 2025Q2: 1,642,797 shares; 2025Q3: 1,627,225 shares; 2025Q4: 1,625,686 shares 1,625,686 $97.8M 0.06% -1,539 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; 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; 2025Q4: 976,829 shares 976,829 $97.2M 0.06% -1,112,664 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,096 shares; 2024Q4: 328,672 shares; 2025Q1: 461,806 shares; 2025Q2: 587,937 shares; 2025Q3: 718,097 shares; 2025Q4: 867,613 shares 867,613 $96.7M 0.06% +149,516 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,286 shares; 2024Q4: 360,268 shares; 2025Q1: 535,735 shares; 2025Q2: 724,296 shares; 2025Q3: 866,788 shares; 2025Q4: 1,008,775 shares 1,008,775 $95M 0.06% +141,987 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,153 shares; 2024Q4: 86,915 shares; 2025Q1: 103,983 shares; 2025Q2: 129,026 shares; 2025Q3: 152,635 shares; 2025Q4: 160,730 shares 160,730 $93.1M 0.06% +8,095 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 454,290 shares; 2024Q4: 606,467 shares; 2025Q1: 797,908 shares; 2025Q2: 853,896 shares; 2025Q3: 838,536 shares; 2025Q4: 879,646 shares 879,646 $92.6M 0.06% +41,110 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 386,027 shares; 2024Q4: 522,027 shares; 2025Q1: 690,119 shares; 2025Q2: 803,590 shares; 2025Q3: 889,305 shares; 2025Q4: 948,912 shares 948,912 $91.2M 0.06% +59,607 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,163 shares; 2024Q4: 218,190 shares; 2025Q1: 359,461 shares; 2025Q2: 505,000 shares; 2025Q3: 637,602 shares; 2025Q4: 790,186 shares 790,186 $90.6M 0.06% +152,584 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,578 shares; 2024Q4: 452,685 shares; 2025Q1: 834,658 shares; 2025Q2: 1,144,823 shares; 2025Q3: 1,444,997 shares; 2025Q4: 1,774,595 shares 1,774,595 $89.8M 0.05% +329,598 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,340,057 shares; 2024Q4: 1,825,952 shares; 2025Q1: 2,516,211 shares; 2025Q2: 3,017,654 shares; 2025Q3: 3,315,112 shares; 2025Q4: 3,583,229 shares 3,583,229 $89.2M 0.05% +268,117 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,495 shares; 2024Q4: 421,688 shares; 2025Q1: 682,647 shares; 2025Q2: 997,424 shares; 2025Q3: 1,369,821 shares; 2025Q4: 1,783,925 shares 1,783,925 $89M 0.05% +414,104 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 571,150 shares; 2024Q4: 938,013 shares; 2025Q1: 1,235,046 shares; 2025Q2: 1,454,971 shares; 2025Q3: 1,676,947 shares; 2025Q4: 1,848,094 shares 1,848,094 $88.4M 0.05% +171,147 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 607,602 shares; 2024Q4: 838,890 shares; 2025Q1: 1,137,797 shares; 2025Q2: 1,450,599 shares; 2025Q3: 1,652,406 shares; 2025Q4: 1,795,511 shares 1,795,511 $88.4M 0.05% +143,105 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,303 shares; 2024Q4: 85,740 shares; 2025Q1: 117,063 shares; 2025Q2: 144,761 shares; 2025Q3: 166,165 shares; 2025Q4: 181,197 shares 181,197 $87.6M 0.05% +15,032 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,332 shares; 2024Q4: 251,389 shares; 2025Q1: 382,989 shares; 2025Q2: 537,909 shares; 2025Q3: 640,243 shares; 2025Q4: 727,936 shares 727,936 $87.6M 0.05% +87,693 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,380 shares; 2024Q4: 1,455,007 shares; 2025Q1: 2,082,694 shares; 2025Q2: 2,539,554 shares; 2025Q3: 2,882,560 shares; 2025Q4: 3,147,428 shares 3,147,428 $86.3M 0.05% +264,868 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,888 shares; 2024Q4: 412,041 shares; 2025Q1: 541,120 shares; 2025Q2: 715,212 shares; 2025Q3: 825,732 shares; 2025Q4: 911,775 shares 911,775 $85M 0.05% +86,043 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 673,328 shares; 2024Q4: 860,648 shares; 2025Q1: 1,091,254 shares; 2025Q2: 1,276,843 shares; 2025Q3: 1,412,307 shares; 2025Q4: 1,523,650 shares 1,523,650 $83.8M 0.05% +111,343 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,459 shares; 2024Q4: 386,643 shares; 2025Q1: 531,383 shares; 2025Q2: 603,790 shares; 2025Q3: 706,521 shares; 2025Q4: 812,479 shares 812,479 $83.2M 0.05% +105,958 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,590 shares; 2024Q4: 119,583 shares; 2025Q1: 157,902 shares; 2025Q2: 190,437 shares; 2025Q3: 220,011 shares; 2025Q4: 252,076 shares 252,076 $79.1M 0.05% +32,065 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,105 shares; 2024Q4: 139,463 shares; 2025Q1: 173,782 shares; 2025Q2: 205,455 shares; 2025Q3: 235,843 shares; 2025Q4: 255,933 shares 255,933 $78.2M 0.05% +20,090 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,039 shares; 2024Q4: 130,814 shares; 2025Q1: 164,539 shares; 2025Q2: 193,804 shares; 2025Q3: 222,158 shares; 2025Q4: 258,263 shares 258,263 $76.5M 0.05% +36,105 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,344 shares; 2024Q4: 50,145 shares; 2025Q1: 67,926 shares; 2025Q2: 78,665 shares; 2025Q3: 88,476 shares; 2025Q4: 491,858 shares 491,858 $75.3M 0.05% +403,382 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,672 shares; 2024Q4: 270,737 shares; 2025Q1: 462,258 shares; 2025Q2: 526,827 shares; 2025Q3: 555,176 shares; 2025Q4: 562,036 shares 562,036 $74.6M 0.05% +6,860 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371,519 shares; 2024Q4: 517,926 shares; 2025Q1: 675,963 shares; 2025Q2: 791,641 shares; 2025Q3: 849,352 shares; 2025Q4: 928,049 shares 928,049 $74.5M 0.05% +78,697 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,806 shares; 2024Q4: 100,813 shares; 2025Q1: 148,236 shares; 2025Q2: 190,498 shares; 2025Q3: 231,378 shares; 2025Q4: 514,026 shares 514,026 $74M 0.05% +282,648 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,651 shares; 2024Q4: 269,472 shares; 2025Q1: 421,982 shares; 2025Q2: 620,928 shares; 2025Q3: 767,494 shares; 2025Q4: 1,203,705 shares 1,203,705 $73.2M 0.04% +436,211 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,475 shares; 2024Q4: 437,199 shares; 2025Q1: 638,238 shares; 2025Q2: 782,378 shares; 2025Q3: 1,035,016 shares; 2025Q4: 1,343,852 shares 1,343,852 $72.4M 0.04% +308,836 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,829 shares; 2024Q4: 59,115 shares; 2025Q1: 102,709 shares; 2025Q2: 160,117 shares; 2025Q3: 199,782 shares; 2025Q4: 237,910 shares 237,910 $72.3M 0.04% +38,128 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265,537 shares; 2024Q4: 487,018 shares; 2025Q1: 758,498 shares; 2025Q2: 983,746 shares; 2025Q3: 1,148,585 shares; 2025Q4: 1,270,189 shares 1,270,189 $71.6M 0.04% +121,604 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,560 shares; 2024Q4: 181,670 shares; 2025Q1: 240,428 shares; 2025Q2: 287,563 shares; 2025Q3: 329,218 shares; 2025Q4: 357,323 shares 357,323 $71M 0.04% +28,105 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 620,289 shares; 2024Q4: 690,202 shares; 2025Q1: 829,571 shares; 2025Q2: 983,656 shares; 2025Q3: 1,176,780 shares; 2025Q4: 1,430,514 shares 1,430,514 $69.7M 0.04% +253,734 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,603 shares; 2024Q4: 88,815 shares; 2025Q1: 117,570 shares; 2025Q2: 153,070 shares; 2025Q3: 177,886 shares; 2025Q4: 202,151 shares 202,151 $69.6M 0.04% +24,265 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312,109 shares; 2024Q4: 420,476 shares; 2025Q1: 621,217 shares; 2025Q2: 1,088,134 shares; 2025Q3: 1,172,077 shares; 2025Q4: 1,347,239 shares 1,347,239 $69.5M 0.04% +175,162 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,404 shares; 2024Q4: 111,820 shares; 2025Q1: 183,607 shares; 2025Q2: 237,128 shares; 2025Q3: 276,784 shares; 2025Q4: 350,866 shares 350,866 $68.4M 0.04% +74,082 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,749 shares; 2024Q4: 53,498 shares; 2025Q1: 70,621 shares; 2025Q2: 94,521 shares; 2025Q3: 107,752 shares; 2025Q4: 118,964 shares 118,964 $68.2M 0.04% +11,212 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,634 shares; 2024Q4: 247,438 shares; 2025Q1: 430,512 shares; 2025Q2: 554,635 shares; 2025Q3: 665,115 shares; 2025Q4: 736,571 shares 736,571 $68.1M 0.04% +71,456 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 560,380 shares; 2024Q4: 623,069 shares; 2025Q1: 651,137 shares; 2025Q2: 693,789 shares; 2025Q3: 750,348 shares; 2025Q4: 805,037 shares 805,037 $68.1M 0.04% +54,689 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; 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; 2025Q4: 2,530,291 shares 2,530,291 $68.1M 0.04% +218,236 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,980 shares; 2024Q4: 110,290 shares; 2025Q1: 188,755 shares; 2025Q2: 235,301 shares; 2025Q3: 291,699 shares; 2025Q4: 355,271 shares 355,271 $68.1M 0.04% +63,572 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,272 shares; 2024Q4: 304,944 shares; 2025Q1: 342,354 shares; 2025Q2: 376,603 shares; 2025Q3: 412,886 shares; 2025Q4: 438,888 shares 438,888 $67.4M 0.04% +26,002 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,339 shares; 2024Q4: 247,467 shares; 2025Q1: 351,461 shares; 2025Q2: 446,337 shares; 2025Q3: 580,685 shares; 2025Q4: 803,480 shares 803,480 $67.3M 0.04% +222,795 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,043,548 shares; 2025Q2: 1,547,678 shares; 2025Q3: 1,426,664 shares; 2025Q4: 1,351,806 shares 1,351,806 $65.8M 0.04% -74,858 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,932 shares; 2024Q4: 154,645 shares; 2025Q1: 178,952 shares; 2025Q2: 228,533 shares; 2025Q3: 260,239 shares; 2025Q4: 285,788 shares 285,788 $65.3M 0.04% +25,549 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,239 shares; 2024Q4: 93,441 shares; 2025Q1: 113,937 shares; 2025Q2: 130,182 shares; 2025Q3: 143,275 shares; 2025Q4: 150,758 shares 150,758 $64.3M 0.04% +7,483 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,524 shares; 2024Q4: 257,018 shares; 2025Q1: 331,634 shares; 2025Q2: 381,284 shares; 2025Q3: 426,827 shares; 2025Q4: 457,112 shares 457,112 $63.6M 0.04% +30,285 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,684 shares; 2024Q4: 315,771 shares; 2025Q1: 348,852 shares; 2025Q2: 413,575 shares; 2025Q3: 475,202 shares; 2025Q4: 505,909 shares 505,909 $63.4M 0.04% +30,707 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 619,354 shares; 2024Q4: 994,431 shares; 2025Q1: 1,391,320 shares; 2025Q2: 1,796,177 shares; 2025Q3: 2,248,226 shares; 2025Q4: 2,792,771 shares 2,792,771 $63.2M 0.04% +544,545 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,240 shares; 2024Q4: 42,019 shares; 2025Q1: 175,297 shares; 2025Q2: 414,289 shares; 2025Q3: 473,154 shares; 2025Q4: 590,931 shares 590,931 $63.1M 0.04% +117,777 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; 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; 2025Q4: 2,395,633 shares 2,395,633 $62.8M 0.04% +108,939 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,793 shares; 2024Q4: 201,030 shares; 2025Q1: 309,212 shares; 2025Q2: 438,565 shares; 2025Q3: 556,703 shares; 2025Q4: 630,801 shares 630,801 $62.6M 0.04% +74,098 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; 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; 2025Q4: 1,634,740 shares 1,634,740 $62.5M 0.04% +328,144 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,854 shares; 2024Q4: 23,044 shares; 2025Q1: 33,663 shares; 2025Q2: 41,682 shares; 2025Q3: 49,893 shares; 2025Q4: 658,621 shares 658,621 $61.8M 0.04% +608,728 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,757 shares; 2024Q4: 455,567 shares; 2025Q1: 654,073 shares; 2025Q2: 989,763 shares; 2025Q3: 1,464,113 shares; 2025Q4: 2,246,187 shares 2,246,187 $61.5M 0.04% +782,074 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 560,061 shares; 2024Q4: 853,109 shares; 2025Q1: 1,084,780 shares; 2025Q2: 1,269,978 shares; 2025Q3: 1,431,644 shares; 2025Q4: 1,501,804 shares 1,501,804 $61.2M 0.04% +70,160 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,779 shares; 2024Q4: 242,342 shares; 2025Q1: 293,314 shares; 2025Q2: 315,736 shares; 2025Q3: 337,161 shares; 2025Q4: 372,756 shares 372,756 $60.6M 0.04% +35,595 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; 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; 2025Q4: 1,704,200 shares 1,704,200 $60M 0.04% +137,518 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,268 shares; 2024Q4: 28,457 shares; 2025Q1: 42,351 shares; 2025Q2: 54,480 shares; 2025Q3: 65,045 shares; 2025Q4: 79,515 shares 79,515 $59.9M 0.04% +14,470 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; 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; 2025Q4: 1,710,694 shares 1,710,694 $59.6M 0.04% +518,824 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,268 shares; 2024Q4: 256,434 shares; 2025Q1: 314,479 shares; 2025Q2: 359,337 shares; 2025Q3: 397,333 shares; 2025Q4: 444,497 shares 444,497 $59M 0.04% +47,164 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,731 shares; 2024Q4: 404,936 shares; 2025Q1: 539,563 shares; 2025Q2: 646,114 shares; 2025Q3: 743,492 shares; 2025Q4: 829,857 shares 829,857 $58M 0.04% +86,365 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,684 shares; 2024Q4: 132,638 shares; 2025Q1: 204,237 shares; 2025Q2: 261,537 shares; 2025Q3: 357,700 shares; 2025Q4: 418,193 shares 418,193 $57.9M 0.04% +60,493 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,429 shares; 2024Q4: 394,076 shares; 2025Q1: 523,919 shares; 2025Q2: 630,412 shares; 2025Q3: 686,469 shares; 2025Q4: 744,890 shares 744,890 $57.4M 0.03% +58,421 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,002 shares; 2024Q4: 111,804 shares; 2025Q1: 144,025 shares; 2025Q2: 189,794 shares; 2025Q3: 233,275 shares; 2025Q4: 273,217 shares 273,217 $57.1M 0.03% +39,942 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,508 shares; 2024Q4: 59,404 shares; 2025Q1: 83,919 shares; 2025Q2: 109,213 shares; 2025Q3: 134,635 shares; 2025Q4: 157,199 shares 157,199 $56.6M 0.03% +22,564 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,421 shares; 2024Q4: 80,565 shares; 2025Q1: 105,933 shares; 2025Q2: 130,563 shares; 2025Q3: 150,319 shares; 2025Q4: 167,194 shares 167,194 $56.3M 0.03% +16,875 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,929 shares; 2024Q4: 312,677 shares; 2025Q1: 396,527 shares; 2025Q2: 449,176 shares; 2025Q3: 501,691 shares; 2025Q4: 486,691 shares 486,691 $55.4M 0.03% -15,000 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; 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; 2025Q4: 1,622,858 shares 1,622,858 $54.8M 0.03% +338,425 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,458 shares; 2024Q4: 59,904 shares; 2025Q1: 299,748 shares; 2025Q2: 612,942 shares; 2025Q3: 693,640 shares; 2025Q4: 961,028 shares 961,028 $54.6M 0.03% +267,388 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; 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; 2025Q4: 1,661,757 shares 1,661,757 $54.4M 0.03% +372,662 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; 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; 2025Q4: 2,100,289 shares 2,100,289 $54.1M 0.03% +325,435 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,752 shares; 2024Q4: 159,662 shares; 2025Q1: 290,108 shares; 2025Q2: 388,207 shares; 2025Q3: 568,451 shares; 2025Q4: 1,021,742 shares 1,021,742 $53.9M 0.03% +453,291 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,321 shares; 2024Q4: 136,304 shares; 2025Q1: 316,833 shares; 2025Q2: 644,046 shares; 2025Q3: 1,009,987 shares; 2025Q4: 1,507,500 shares 1,507,500 $53.3M 0.03% +497,513 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,344 shares; 2024Q4: 371,067 shares; 2025Q1: 461,523 shares; 2025Q2: 547,174 shares; 2025Q3: 630,415 shares; 2025Q4: 664,931 shares 664,931 $52.8M 0.03% +34,516 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,448 shares; 2024Q4: 124,421 shares; 2025Q1: 160,403 shares; 2025Q2: 173,666 shares; 2025Q3: 200,428 shares; 2025Q4: 224,948 shares 224,948 $52M 0.03% +24,520 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,940 shares; 2024Q4: 372,098 shares; 2025Q1: 499,627 shares; 2025Q2: 689,919 shares; 2025Q3: 850,979 shares; 2025Q4: 1,040,347 shares 1,040,347 $51.9M 0.03% +189,368 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,560 shares; 2024Q4: 184,815 shares; 2025Q1: 343,345 shares; 2025Q2: 489,254 shares; 2025Q3: 589,581 shares; 2025Q4: 708,677 shares 708,677 $50.8M 0.03% +119,096 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,375 shares; 2024Q4: 104,908 shares; 2025Q1: 128,299 shares; 2025Q2: 150,189 shares; 2025Q3: 169,572 shares; 2025Q4: 187,389 shares 187,389 $50.8M 0.03% +17,817 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,584,653 shares; 2024Q4: 2,729,738 shares; 2025Q1: 2,060,421 shares; 2025Q2: 2,217,882 shares; 2025Q3: 270,078 shares; 2025Q4: 276,744 shares 276,744 $50.1M 0.03% +6,666 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,229 shares; 2024Q4: 157,141 shares; 2025Q1: 213,358 shares; 2025Q2: 256,451 shares; 2025Q3: 314,297 shares; 2025Q4: 363,361 shares 363,361 $49.1M 0.03% +49,064 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,889 shares; 2024Q4: 276,811 shares; 2025Q1: 513,551 shares; 2025Q2: 710,656 shares; 2025Q3: 892,716 shares; 2025Q4: 1,090,483 shares 1,090,483 $48.4M 0.03% +197,767 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; 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; 2025Q4: 1,629,715 shares 1,629,715 $48.2M 0.03% +257,655 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,581 shares; 2024Q4: 102,930 shares; 2025Q1: 128,778 shares; 2025Q2: 161,525 shares; 2025Q3: 202,849 shares; 2025Q4: 240,072 shares 240,072 $48M 0.03% +37,223 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,337 shares; 2024Q4: 413,650 shares; 2025Q1: 458,385 shares; 2025Q2: 613,706 shares; 2025Q3: 686,116 shares; 2025Q4: 1,047,337 shares 1,047,337 $47.7M 0.03% +361,221 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,894 shares; 2024Q4: 300,659 shares; 2025Q1: 514,185 shares; 2025Q2: 653,919 shares; 2025Q3: 791,991 shares; 2025Q4: 865,849 shares 865,849 $47.4M 0.03% +73,858 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,554 shares; 2024Q4: 135,787 shares; 2025Q1: 165,909 shares; 2025Q2: 188,755 shares; 2025Q3: 212,654 shares; 2025Q4: 242,912 shares 242,912 $47.4M 0.03% +30,258 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,732 shares; 2024Q4: 78,479 shares; 2025Q1: 89,966 shares; 2025Q2: 117,145 shares; 2025Q3: 133,737 shares; 2025Q4: 155,263 shares 155,263 $46.8M 0.03% +21,526 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,958 shares; 2024Q4: 256,434 shares; 2025Q1: 329,169 shares; 2025Q2: 412,394 shares; 2025Q3: 534,285 shares; 2025Q4: 632,314 shares 632,314 $46.5M 0.03% +98,029 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,319 shares; 2024Q4: 31,970 shares; 2025Q1: 46,037 shares; 2025Q2: 58,265 shares; 2025Q3: 71,836 shares; 2025Q4: 81,207 shares 81,207 $46.4M 0.03% +9,371 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,393 shares; 2024Q4: 47,098 shares; 2025Q1: 55,205 shares; 2025Q2: 74,150 shares; 2025Q3: 106,598 shares; 2025Q4: 130,790 shares 130,790 $45.8M 0.03% +24,192 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,556 shares; 2024Q4: 266,232 shares; 2025Q1: 549,126 shares; 2025Q2: 790,018 shares; 2025Q3: 984,921 shares; 2025Q4: 1,242,587 shares 1,242,587 $45.8M 0.03% +257,666 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,963 shares; 2024Q4: 288,955 shares; 2025Q1: 443,219 shares; 2025Q2: 645,680 shares; 2025Q3: 718,560 shares; 2025Q4: 710,706 shares 710,706 $45.3M 0.03% -7,854 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,460 shares; 2024Q4: 97,279 shares; 2025Q1: 150,614 shares; 2025Q2: 326,852 shares; 2025Q3: 581,181 shares; 2025Q4: 835,688 shares 835,688 $45.2M 0.03% +254,507 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,010 shares; 2024Q4: 87,536 shares; 2025Q1: 109,844 shares; 2025Q2: 137,642 shares; 2025Q3: 162,138 shares; 2025Q4: 177,954 shares 177,954 $44.5M 0.03% +15,816 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; 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; 2025Q4: 2,425,030 shares 2,425,030 $43.8M 0.03% +362,861 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,897 shares; 2024Q4: 324,154 shares; 2025Q1: 412,028 shares; 2025Q2: 474,783 shares; 2025Q3: 521,104 shares; 2025Q4: 513,820 shares 513,820 $43.3M 0.03% -7,284 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,625 shares; 2024Q4: 52,221 shares; 2025Q1: 65,151 shares; 2025Q2: 74,595 shares; 2025Q3: 84,076 shares; 2025Q4: 91,190 shares 91,190 $42.7M 0.03% +7,114 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,172 shares; 2024Q4: 249,236 shares; 2025Q1: 475,185 shares; 2025Q2: 667,902 shares; 2025Q3: 854,178 shares; 2025Q4: 1,109,258 shares 1,109,258 $42.5M 0.03% +255,080 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,329 shares; 2024Q4: 21,267 shares; 2025Q1: 45,489 shares; 2025Q2: 121,092 shares; 2025Q3: 154,897 shares; 2025Q4: 165,366 shares 165,366 $42.5M 0.03% +10,469 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,311 shares; 2024Q4: 109,476 shares; 2025Q1: 145,098 shares; 2025Q2: 198,008 shares; 2025Q3: 239,193 shares; 2025Q4: 298,212 shares 298,212 $42.1M 0.03% +59,019 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; 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; 2025Q4: 1,471,739 shares 1,471,739 $41.9M 0.03% +141,388 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,342 shares; 2024Q4: 272,844 shares; 2025Q1: 310,433 shares; 2025Q2: 360,082 shares; 2025Q3: 392,314 shares; 2025Q4: 426,115 shares 426,115 $41.3M 0.03% +33,801 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,318 shares; 2024Q4: 123,791 shares; 2025Q1: 150,446 shares; 2025Q2: 177,493 shares; 2025Q3: 189,718 shares; 2025Q4: 194,823 shares 194,823 $40.6M 0.02% +5,105 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,991 shares; 2024Q4: 19,757 shares; 2025Q1: 25,522 shares; 2025Q2: 33,816 shares; 2025Q3: 39,791 shares; 2025Q4: 45,940 shares 45,940 $40.4M 0.02% +6,149 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,136 shares; 2024Q4: 4,994 shares; 2025Q1: 5,820 shares; 2025Q2: 6,422 shares; 2025Q3: 6,914 shares; 2025Q4: 7,518 shares 7,518 $40.3M 0.02% +604 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,490,754 shares; 2024Q4: 14,028,166 shares; 2025Q1: 14,355,890 shares; 2025Q2: 14,960,468 shares; 2025Q3: 493,515 shares; 2025Q4: 596,518 shares 596,518 $40.2M 0.02% +103,003 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,064 shares; 2024Q4: 112,763 shares; 2025Q1: 85,094 shares; 2025Q2: 96,571 shares; 2025Q3: 100,694 shares; 2025Q4: 103,513 shares 103,513 $40M 0.02% +2,819 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,001 shares; 2024Q4: 53,020 shares; 2025Q1: 74,690 shares; 2025Q2: 98,312 shares; 2025Q3: 115,835 shares; 2025Q4: 144,381 shares 144,381 $40M 0.02% +28,546 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,217 shares; 2024Q4: 317,013 shares; 2025Q1: 503,155 shares; 2025Q2: 659,433 shares; 2025Q3: 777,671 shares; 2025Q4: 969,443 shares 969,443 $40M 0.02% +191,772 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,088 shares; 2025Q2: 69,853 shares; 2025Q3: 207,825 shares; 2025Q4: 332,316 shares 332,316 $39.7M 0.02% +124,491 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,221 shares; 2024Q4: 144,481 shares; 2025Q1: 170,988 shares; 2025Q2: 197,235 shares; 2025Q3: 211,742 shares; 2025Q4: 224,235 shares 224,235 $39.4M 0.02% +12,493 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,574 shares; 2024Q4: 67,586 shares; 2025Q1: 87,961 shares; 2025Q2: 99,474 shares; 2025Q3: 111,628 shares; 2025Q4: 117,477 shares 117,477 $38.8M 0.02% +5,849 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,082 shares; 2024Q4: 122,227 shares; 2025Q1: 232,625 shares; 2025Q2: 367,880 shares; 2025Q3: 467,570 shares; 2025Q4: 512,759 shares 512,759 $38.3M 0.02% +45,189 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,680 shares; 2024Q4: 266,925 shares; 2025Q1: 279,061 shares; 2025Q2: 310,458 shares; 2025Q3: 325,609 shares; 2025Q4: 336,729 shares 336,729 $38.3M 0.02% +11,120 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,329 shares; 2024Q4: 41,425 shares; 2025Q1: 94,988 shares; 2025Q2: 181,103 shares; 2025Q3: 346,456 shares; 2025Q4: 755,542 shares 755,542 $38.2M 0.02% +409,086 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,256 shares; 2024Q4: 156,124 shares; 2025Q1: 181,060 shares; 2025Q2: 219,531 shares; 2025Q3: 254,210 shares; 2025Q4: 288,894 shares 288,894 $38M 0.02% +34,684 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,863 shares; 2024Q4: 102,612 shares; 2025Q1: 198,091 shares; 2025Q2: 457,991 shares; 2025Q3: 700,476 shares; 2025Q4: 1,066,170 shares 1,066,170 $38M 0.02% +365,694 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,358 shares; 2024Q4: 141,035 shares; 2025Q1: 187,637 shares; 2025Q2: 278,868 shares; 2025Q3: 356,676 shares; 2025Q4: 505,580 shares 505,580 $37.9M 0.02% +148,904 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,555 shares; 2024Q4: 30,877 shares; 2025Q1: 41,455 shares; 2025Q2: 56,765 shares; 2025Q3: 66,809 shares; 2025Q4: 71,564 shares 71,564 $37.4M 0.02% +4,755 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 552,001 shares; 2024Q4: 657,555 shares; 2025Q1: 765,767 shares; 2025Q2: 864,813 shares; 2025Q3: 950,799 shares; 2025Q4: 1,023,587 shares 1,023,587 $37.1M 0.02% +72,788 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,205 shares; 2024Q4: 179,895 shares; 2025Q1: 315,657 shares; 2025Q2: 475,445 shares; 2025Q3: 569,902 shares; 2025Q4: 625,297 shares 625,297 $37.1M 0.02% +55,395 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,462 shares; 2024Q4: 37,497 shares; 2025Q1: 55,514 shares; 2025Q2: 72,981 shares; 2025Q3: 87,081 shares; 2025Q4: 100,184 shares 100,184 $37.1M 0.02% +13,103 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,005 shares; 2024Q4: 63,658 shares; 2025Q1: 76,729 shares; 2025Q2: 93,449 shares; 2025Q3: 102,978 shares; 2025Q4: 114,392 shares 114,392 $36.9M 0.02% +11,414 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,145 shares; 2024Q4: 428,385 shares; 2025Q1: 708,957 shares; 2025Q2: 840,932 shares; 2025Q3: 1,074,197 shares; 2025Q4: 1,315,190 shares 1,315,190 $36.3M 0.02% +240,993 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,488 shares; 2024Q4: 73,377 shares; 2025Q1: 89,103 shares; 2025Q2: 120,549 shares; 2025Q3: 143,299 shares; 2025Q4: 158,651 shares 158,651 $36.3M 0.02% +15,352 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,557 shares; 2024Q4: 97,398 shares; 2025Q1: 142,248 shares; 2025Q2: 177,818 shares; 2025Q3: 193,414 shares; 2025Q4: 210,366 shares 210,366 $36M 0.02% +16,952 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,093 shares; 2024Q4: 301,293 shares; 2025Q1: 541,266 shares; 2025Q2: 737,098 shares; 2025Q3: 954,749 shares; 2025Q4: 1,092,888 shares 1,092,888 $35.6M 0.02% +138,139 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,771 shares; 2024Q4: 36,576 shares; 2025Q1: 50,692 shares; 2025Q2: 66,936 shares; 2025Q3: 92,616 shares; 2025Q4: 115,379 shares 115,379 $35.5M 0.02% +22,763 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330,809 shares; 2024Q4: 404,527 shares; 2025Q1: 506,817 shares; 2025Q2: 575,900 shares; 2025Q3: 622,082 shares; 2025Q4: 648,796 shares 648,796 $34.9M 0.02% +26,714 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; 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; 2025Q4: 1,482,876 shares 1,482,876 $34.7M 0.02% +311,488 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,556 shares; 2024Q4: 56,260 shares; 2025Q1: 75,947 shares; 2025Q2: 109,954 shares; 2025Q3: 129,013 shares; 2025Q4: 142,974 shares 142,974 $34.7M 0.02% +13,961 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 488,276 shares; 2024Q4: 697,855 shares; 2025Q1: 918,838 shares; 2025Q2: 1,063,658 shares; 2025Q3: 1,218,998 shares; 2025Q4: 1,394,248 shares 1,394,248 $34.6M 0.02% +175,250 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,848 shares; 2024Q4: 59,023 shares; 2025Q1: 89,120 shares; 2025Q2: 112,559 shares; 2025Q3: 143,638 shares; 2025Q4: 187,452 shares 187,452 $34.5M 0.02% +43,814 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 468,869 shares; 2024Q4: 676,023 shares; 2025Q1: 747,849 shares; 2025Q2: 734,415 shares; 2025Q3: 784,053 shares; 2025Q4: 777,998 shares 777,998 $34.5M 0.02% -6,055 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,343 shares; 2024Q4: 234,934 shares; 2025Q1: 417,160 shares; 2025Q2: 738,301 shares; 2025Q3: 982,034 shares; 2025Q4: 1,312,237 shares 1,312,237 $34.1M 0.02% +330,203 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,930 shares; 2024Q4: 53,738 shares; 2025Q1: 71,216 shares; 2025Q2: 90,308 shares; 2025Q3: 110,551 shares; 2025Q4: 157,130 shares 157,130 $34.1M 0.02% +46,579 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,545 shares; 2024Q4: 71,590 shares; 2025Q1: 132,531 shares; 2025Q2: 160,757 shares; 2025Q3: 187,586 shares; 2025Q4: 216,356 shares 216,356 $33.6M 0.02% +28,770 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,649 shares; 2024Q4: 28,500 shares; 2025Q1: 37,320 shares; 2025Q2: 43,411 shares; 2025Q3: 49,321 shares; 2025Q4: 55,320 shares 55,320 $33.5M 0.02% +5,999 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,434 shares; 2024Q4: 106,658 shares; 2025Q1: 186,839 shares; 2025Q2: 242,833 shares; 2025Q3: 308,589 shares; 2025Q4: 410,368 shares 410,368 $33.3M 0.02% +101,779 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,971 shares; 2024Q4: 12,351 shares; 2025Q1: 15,358 shares; 2025Q2: 280,329 shares; 2025Q3: 314,416 shares; 2025Q4: 364,113 shares 364,113 $33.2M 0.02% +49,697 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,581 shares; 2024Q4: 183,923 shares; 2025Q1: 217,280 shares; 2025Q2: 356,570 shares; 2025Q3: 483,680 shares; 2025Q4: 701,193 shares 701,193 $33.2M 0.02% +217,513 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; 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; 2025Q4: 1,215,866 shares 1,215,866 $33M 0.02% +102,416 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,615 shares; 2024Q4: 73,276 shares; 2025Q1: 113,688 shares; 2025Q2: 151,785 shares; 2025Q3: 178,008 shares; 2025Q4: 211,247 shares 211,247 $32.7M 0.02% +33,239 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,141 shares; 2024Q4: 118,184 shares; 2025Q1: 142,104 shares; 2025Q2: 171,951 shares; 2025Q3: 190,498 shares; 2025Q4: 202,998 shares 202,998 $32.6M 0.02% +12,500 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,673 shares; 2024Q4: 139,361 shares; 2025Q1: 210,768 shares; 2025Q2: 292,905 shares; 2025Q3: 391,871 shares; 2025Q4: 497,258 shares 497,258 $32M 0.02% +105,387 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 178,807 shares; 2025Q3: 520,085 shares; 2025Q4: 1,039,411 shares 1,039,411 $31.7M 0.02% +519,326 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 664,519 shares; 2024Q4: 889,302 shares; 2025Q1: 1,087,679 shares; 2025Q2: 1,248,073 shares; 2025Q3: 1,296,283 shares; 2025Q4: 1,055,139 shares 1,055,139 $31.5M 0.02% -241,144 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,845 shares; 2024Q4: 70,856 shares; 2025Q1: 100,769 shares; 2025Q2: 129,222 shares; 2025Q3: 151,914 shares; 2025Q4: 152,388 shares 152,388 $31.3M 0.02% +474 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,455 shares; 2024Q4: 118,220 shares; 2025Q1: 168,839 shares; 2025Q2: 225,993 shares; 2025Q3: 247,905 shares; 2025Q4: 337,440 shares 337,440 $31.2M 0.02% +89,535 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,293 shares; 2024Q4: 143,968 shares; 2025Q1: 177,257 shares; 2025Q2: 218,296 shares; 2025Q3: 236,806 shares; 2025Q4: 266,762 shares 266,762 $31.1M 0.02% +29,956 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,346 shares; 2024Q4: 453,230 shares; 2025Q1: 599,496 shares; 2025Q2: 696,667 shares; 2025Q3: 795,156 shares; 2025Q4: 857,716 shares 857,716 $31.1M 0.02% +62,560 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,338 shares; 2024Q4: 343,034 shares; 2025Q1: 451,649 shares; 2025Q2: 505,770 shares; 2025Q3: 564,921 shares; 2025Q4: 617,017 shares 617,017 $30.9M 0.02% +52,096 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,090 shares; 2024Q4: 141,122 shares; 2025Q1: 160,256 shares; 2025Q2: 190,851 shares; 2025Q3: 204,250 shares; 2025Q4: 216,586 shares 216,586 $30.6M 0.02% +12,336 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,786 shares; 2024Q4: 34,794 shares; 2025Q1: 49,208 shares; 2025Q2: 76,216 shares; 2025Q3: 91,161 shares; 2025Q4: 105,353 shares 105,353 $30.1M 0.02% +14,192 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,958 shares; 2024Q4: 98,817 shares; 2025Q1: 137,616 shares; 2025Q2: 182,936 shares; 2025Q3: 240,540 shares; 2025Q4: 291,839 shares 291,839 $29.8M 0.02% +51,299 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,252 shares; 2024Q4: 147,424 shares; 2025Q1: 213,903 shares; 2025Q2: 251,701 shares; 2025Q3: 301,752 shares; 2025Q4: 332,010 shares 332,010 $29.7M 0.02% +30,258 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; 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; 2025Q4: 1,363,758 shares 1,363,758 $29.5M 0.02% +310,610 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,023 shares; 2024Q4: 102,464 shares; 2025Q1: 170,268 shares; 2025Q2: 252,665 shares; 2025Q3: 291,838 shares; 2025Q4: 314,091 shares 314,091 $29.4M 0.02% +22,253 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,865 shares; 2024Q4: 128,261 shares; 2025Q1: 164,405 shares; 2025Q2: 186,790 shares; 2025Q3: 208,600 shares; 2025Q4: 225,989 shares 225,989 $29.2M 0.02% +17,389 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,850 shares; 2024Q4: 7,555 shares; 2025Q1: 13,523 shares; 2025Q2: 19,224 shares; 2025Q3: 24,380 shares; 2025Q4: 27,207 shares 27,207 $29.1M 0.02% +2,827 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,132 shares; 2025Q2: 177,820 shares; 2025Q3: 330,252 shares; 2025Q4: 544,383 shares 544,383 $28.9M 0.02% +214,131 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,298 shares; 2024Q4: 117,826 shares; 2025Q1: 152,070 shares; 2025Q2: 192,761 shares; 2025Q3: 281,712 shares; 2025Q4: 381,595 shares 381,595 $28.8M 0.02% +99,883 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,227 shares; 2024Q4: 95,156 shares; 2025Q1: 122,213 shares; 2025Q2: 144,143 shares; 2025Q3: 164,331 shares; 2025Q4: 176,705 shares 176,705 $28.8M 0.02% +12,374 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,686 shares; 2024Q4: 71,421 shares; 2025Q1: 100,775 shares; 2025Q2: 116,408 shares; 2025Q3: 149,217 shares; 2025Q4: 177,286 shares 177,286 $28.7M 0.02% +28,069 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,170 shares; 2024Q4: 14,169 shares; 2025Q1: 20,361 shares; 2025Q2: 25,677 shares; 2025Q3: 30,105 shares; 2025Q4: 32,601 shares 32,601 $28.7M 0.02% +2,496 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,575 shares; 2024Q4: 41,078 shares; 2025Q1: 60,865 shares; 2025Q2: 79,911 shares; 2025Q3: 98,350 shares; 2025Q4: 130,775 shares 130,775 $28.1M 0.02% +32,425 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,592 shares; 2024Q4: 52,332 shares; 2025Q1: 106,454 shares; 2025Q2: 143,913 shares; 2025Q3: 179,426 shares; 2025Q4: 236,892 shares 236,892 $28M 0.02% +57,466 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,393 shares; 2024Q4: 93,828 shares; 2025Q1: 124,820 shares; 2025Q2: 195,903 shares; 2025Q3: 243,603 shares; 2025Q4: 285,660 shares 285,660 $27.9M 0.02% +42,057 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,040 shares; 2024Q4: 33,348 shares; 2025Q1: 39,959 shares; 2025Q2: 47,112 shares; 2025Q3: 48,526 shares; 2025Q4: 49,238 shares 49,238 $27.9M 0.02% +712 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,262 shares; 2024Q4: 142,425 shares; 2025Q1: 163,143 shares; 2025Q2: 182,763 shares; 2025Q3: 208,262 shares; 2025Q4: 229,043 shares 229,043 $27.7M 0.02% +20,781 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,440 shares; 2024Q4: 42,987 shares; 2025Q1: 79,668 shares; 2025Q2: 108,584 shares; 2025Q3: 141,427 shares; 2025Q4: 176,864 shares 176,864 $27.7M 0.02% +35,437 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,883 shares; 2024Q4: 247,820 shares; 2025Q1: 294,501 shares; 2025Q2: 354,158 shares; 2025Q3: 436,841 shares; 2025Q4: 564,589 shares 564,589 $27.3M 0.02% +127,748 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,105 shares; 2024Q4: 136,819 shares; 2025Q1: 155,445 shares; 2025Q2: 173,116 shares; 2025Q3: 185,573 shares; 2025Q4: 196,282 shares 196,282 $27.1M 0.02% +10,709 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,017 shares; 2024Q4: 145,011 shares; 2025Q1: 211,901 shares; 2025Q2: 293,337 shares; 2025Q3: 336,958 shares; 2025Q4: 340,842 shares 340,842 $27M 0.02% +3,884 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,819 shares; 2024Q4: 49,326 shares; 2025Q1: 66,237 shares; 2025Q2: 95,515 shares; 2025Q3: 244,708 shares; 2025Q4: 326,232 shares 326,232 $26.9M 0.02% +81,524 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,241 shares; 2024Q4: 19,178 shares; 2025Q1: 50,326 shares; 2025Q2: 121,581 shares; 2025Q3: 135,456 shares; 2025Q4: 287,861 shares 287,861 $26.6M 0.02% +152,405 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,794 shares; 2024Q4: 201,063 shares; 2025Q1: 238,582 shares; 2025Q2: 306,195 shares; 2025Q3: 349,310 shares; 2025Q4: 443,452 shares 443,452 $26.4M 0.02% +94,142 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,146 shares; 2024Q4: 114,745 shares; 2025Q1: 203,711 shares; 2025Q2: 288,256 shares; 2025Q3: 326,344 shares; 2025Q4: 406,149 shares 406,149 $26.1M 0.02% +79,805 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,863 shares; 2024Q4: 199,526 shares; 2025Q1: 225,999 shares; 2025Q2: 264,909 shares; 2025Q3: 318,436 shares; 2025Q4: 430,322 shares 430,322 $25.8M 0.02% +111,886 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,033 shares; 2024Q4: 19,764 shares; 2025Q1: 28,216 shares; 2025Q2: 67,038 shares; 2025Q3: 74,747 shares; 2025Q4: 81,752 shares 81,752 $25.3M 0.02% +7,005 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,326 shares; 2024Q4: 73,256 shares; 2025Q1: 87,814 shares; 2025Q2: 91,121 shares; 2025Q3: 98,461 shares; 2025Q4: 102,327 shares 102,327 $25.2M 0.02% +3,866 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,754 shares; 2024Q4: 80,791 shares; 2025Q1: 110,176 shares; 2025Q2: 131,241 shares; 2025Q3: 148,970 shares; 2025Q4: 162,343 shares 162,343 $25.1M 0.02% +13,373 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,909 shares; 2024Q4: 178,956 shares; 2025Q1: 228,010 shares; 2025Q2: 261,102 shares; 2025Q3: 287,768 shares; 2025Q4: 307,206 shares 307,206 $25.1M 0.02% +19,438 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,312 shares; 2024Q4: 213,607 shares; 2025Q1: 326,927 shares; 2025Q2: 429,241 shares; 2025Q3: 502,263 shares; 2025Q4: 541,519 shares 541,519 $25M 0.02% +39,256 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,375 shares; 2024Q4: 14,028 shares; 2025Q1: 31,936 shares; 2025Q2: 48,830 shares; 2025Q3: 67,769 shares; 2025Q4: 70,837 shares 70,837 $24.8M 0.02% +3,068 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,193 shares; 2024Q4: 131,844 shares; 2025Q1: 154,558 shares; 2025Q2: 178,257 shares; 2025Q3: 181,609 shares; 2025Q4: 194,070 shares 194,070 $24.8M 0.02% +12,461 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,610 shares; 2024Q4: 110,339 shares; 2025Q1: 160,062 shares; 2025Q2: 209,253 shares; 2025Q3: 245,936 shares; 2025Q4: 552,326 shares 552,326 $24.7M 0.02% +306,390 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 256,005 shares 256,005 $24.6M 0.02% +28,282 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,422 shares; 2024Q4: 91,271 shares; 2025Q1: 162,882 shares; 2025Q2: 230,633 shares; 2025Q3: 364,086 shares; 2025Q4: 601,865 shares 601,865 $24.6M 0.01% +237,779 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,894 shares; 2024Q4: 27,291 shares; 2025Q1: 37,814 shares; 2025Q2: 51,829 shares; 2025Q3: 62,596 shares; 2025Q4: 69,503 shares 69,503 $24.4M 0.01% +6,907 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,832 shares; 2024Q4: 61,044 shares; 2025Q1: 81,288 shares; 2025Q2: 103,747 shares; 2025Q3: 114,910 shares; 2025Q4: 131,071 shares 131,071 $24.3M 0.01% +16,161 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,653 shares; 2024Q4: 277,064 shares; 2025Q1: 455,739 shares; 2025Q2: 553,850 shares; 2025Q3: 584,345 shares; 2025Q4: 481,229 shares 481,229 $24.3M 0.01% -103,116 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,687 shares; 2024Q4: 110,718 shares; 2025Q1: 146,440 shares; 2025Q2: 175,176 shares; 2025Q3: 207,958 shares; 2025Q4: 233,264 shares 233,264 $24.3M 0.01% +25,306 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,981 shares; 2024Q4: 133,297 shares; 2025Q1: 124,388 shares; 2025Q2: 166,919 shares; 2025Q3: 252,038 shares; 2025Q4: 274,433 shares 274,433 $23.9M 0.01% +22,395 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,888 shares; 2024Q4: 221,963 shares; 2025Q1: 273,354 shares; 2025Q2: 327,747 shares; 2025Q3: 368,652 shares; 2025Q4: 380,026 shares 380,026 $23.5M 0.01% +11,374 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,511 shares; 2024Q4: 103,266 shares; 2025Q1: 154,840 shares; 2025Q2: 249,715 shares; 2025Q3: 351,712 shares; 2025Q4: 496,151 shares 496,151 $22.8M 0.01% +144,439 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,600 shares; 2025Q3: 203,047 shares; 2025Q4: 500,633 shares 500,633 $22.8M 0.01% +297,586 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,387 shares; 2024Q4: 248,957 shares; 2025Q1: 371,521 shares; 2025Q2: 664,924 shares; 2025Q3: 615,472 shares; 2025Q4: 681,131 shares 681,131 $22.8M 0.01% +65,659 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 421,035 shares; 2024Q4: 585,568 shares; 2025Q1: 699,836 shares; 2025Q2: 777,857 shares; 2025Q3: 789,870 shares; 2025Q4: 884,043 shares 884,043 $22.8M 0.01% +94,173 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,166 shares; 2024Q4: 366,922 shares; 2025Q1: 488,609 shares; 2025Q2: 584,116 shares; 2025Q3: 600,205 shares; 2025Q4: 665,382 shares 665,382 $22.7M 0.01% +65,177 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,947 shares; 2024Q4: 195,260 shares; 2025Q1: 247,728 shares; 2025Q2: 289,419 shares; 2025Q3: 343,123 shares; 2025Q4: 391,850 shares 391,850 $22.6M 0.01% +48,727 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,251 shares; 2024Q4: 46,287 shares; 2025Q1: 58,846 shares; 2025Q2: 66,036 shares; 2025Q3: 67,809 shares; 2025Q4: 82,840 shares 82,840 $22.2M 0.01% +15,031 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,954 shares; 2024Q4: 81,358 shares; 2025Q1: 95,507 shares; 2025Q2: 112,169 shares; 2025Q3: 122,558 shares; 2025Q4: 143,913 shares 143,913 $22.2M 0.01% +21,355 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,676 shares; 2024Q4: 5,170 shares; 2025Q1: 12,247 shares; 2025Q2: 17,133 shares; 2025Q3: 25,531 shares; 2025Q4: 33,798 shares 33,798 $22.1M 0.01% +8,267 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,319 shares; 2024Q4: 99,332 shares; 2025Q1: 210,300 shares; 2025Q2: 347,328 shares; 2025Q3: 542,152 shares; 2025Q4: 814,776 shares 814,776 $21.6M 0.01% +272,624 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,808 shares; 2024Q4: 93,483 shares; 2025Q1: 159,099 shares; 2025Q2: 229,679 shares; 2025Q3: 317,069 shares; 2025Q4: 519,929 shares 519,929 $21.6M 0.01% +202,860 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,404 shares; 2024Q4: 99,040 shares; 2025Q1: 123,169 shares; 2025Q2: 170,625 shares; 2025Q3: 213,768 shares; 2025Q4: 250,761 shares 250,761 $21.5M 0.01% +36,993 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,327 shares; 2024Q4: 19,037 shares; 2025Q1: 25,717 shares; 2025Q2: 33,573 shares; 2025Q3: 37,969 shares; 2025Q4: 48,339 shares 48,339 $21.5M 0.01% +10,370 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,931 shares; 2024Q4: 71,036 shares; 2025Q1: 100,675 shares; 2025Q2: 153,253 shares; 2025Q3: 243,663 shares; 2025Q4: 294,252 shares 294,252 $21.2M 0.01% +50,589 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,151 shares; 2024Q4: 176,473 shares; 2025Q1: 233,224 shares; 2025Q2: 311,435 shares; 2025Q3: 358,972 shares; 2025Q4: 397,065 shares 397,065 $21.2M 0.01% +38,093 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,534 shares; 2024Q4: 74,277 shares; 2025Q1: 101,918 shares; 2025Q2: 129,103 shares; 2025Q3: 161,508 shares; 2025Q4: 183,100 shares 183,100 $21.1M 0.01% +21,592 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,637 shares; 2024Q4: 54,412 shares; 2025Q1: 73,033 shares; 2025Q2: 95,412 shares; 2025Q3: 116,880 shares; 2025Q4: 130,977 shares 130,977 $21.1M 0.01% +14,097 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,881 shares; 2024Q4: 28,604 shares; 2025Q1: 36,274 shares; 2025Q2: 55,414 shares; 2025Q3: 58,895 shares; 2025Q4: 72,117 shares 72,117 $20.8M 0.01% +13,222 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,246 shares; 2024Q4: 101,434 shares; 2025Q1: 159,316 shares; 2025Q2: 249,480 shares; 2025Q3: 286,579 shares; 2025Q4: 289,051 shares 289,051 $20.6M 0.01% +2,472 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,445 shares; 2024Q4: 99,422 shares; 2025Q1: 123,056 shares; 2025Q2: 142,049 shares; 2025Q3: 156,138 shares; 2025Q4: 163,492 shares 163,492 $20.6M 0.01% +7,354 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,413 shares; 2024Q4: 16,393 shares; 2025Q1: 27,353 shares; 2025Q2: 38,925 shares; 2025Q3: 74,309 shares; 2025Q4: 133,570 shares 133,570 $20.4M 0.01% +59,261 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,211 shares; 2025Q1: 77,935 shares; 2025Q2: 238,936 shares; 2025Q3: 355,009 shares; 2025Q4: 568,405 shares 568,405 $20.4M 0.01% +213,396 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,160 shares; 2024Q4: 97,230 shares; 2025Q1: 119,330 shares; 2025Q2: 130,863 shares; 2025Q3: 143,944 shares; 2025Q4: 159,317 shares 159,317 $20.3M 0.01% +15,373 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,048 shares; 2024Q4: 117,259 shares; 2025Q1: 152,138 shares; 2025Q2: 185,876 shares; 2025Q3: 195,372 shares; 2025Q4: 189,384 shares 189,384 $19.8M 0.01% -5,988 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,444 shares; 2024Q4: 12,528 shares; 2025Q1: 19,387 shares; 2025Q2: 22,930 shares; 2025Q3: 26,921 shares; 2025Q4: 29,899 shares 29,899 $19.8M 0.01% +2,978 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,763 shares; 2024Q4: 84,609 shares; 2025Q1: 106,172 shares; 2025Q2: 140,800 shares; 2025Q3: 196,152 shares; 2025Q4: 233,634 shares 233,634 $19.8M 0.01% +37,482 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,840 shares; 2024Q4: 42,543 shares; 2025Q1: 69,926 shares; 2025Q2: 133,301 shares; 2025Q3: 209,035 shares; 2025Q4: 276,482 shares 276,482 $19.8M 0.01% +67,447 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,287 shares; 2024Q4: 8,714 shares; 2025Q1: 16,581 shares; 2025Q2: 24,636 shares; 2025Q3: 34,474 shares; 2025Q4: 47,190 shares 47,190 $19.5M 0.01% +12,716 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,409 shares; 2024Q4: 52,646 shares; 2025Q1: 68,110 shares; 2025Q2: 80,018 shares; 2025Q3: 91,601 shares; 2025Q4: 95,203 shares 95,203 $19.3M 0.01% +3,602 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,955 shares; 2024Q4: 129,816 shares; 2025Q1: 149,219 shares; 2025Q2: 165,288 shares; 2025Q3: 182,435 shares; 2025Q4: 202,923 shares 202,923 $19.3M 0.01% +20,488 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,040 shares; 2024Q4: 27,506 shares; 2025Q1: 87,041 shares; 2025Q2: 152,694 shares; 2025Q3: 247,378 shares; 2025Q4: 382,459 shares 382,459 $19.1M 0.01% +135,081 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,093 shares; 2024Q4: 235,305 shares; 2025Q1: 274,792 shares; 2025Q2: 289,214 shares; 2025Q3: 285,843 shares; 2025Q4: 304,919 shares 304,919 $18.6M 0.01% +19,076 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,082 shares; 2024Q4: 65,658 shares; 2025Q1: 122,504 shares; 2025Q2: 205,579 shares; 2025Q3: 254,064 shares; 2025Q4: 291,997 shares 291,997 $18.4M 0.01% +37,933 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,635 shares; 2024Q4: 78,719 shares; 2025Q1: 126,766 shares; 2025Q2: 155,322 shares; 2025Q3: 189,251 shares; 2025Q4: 432,005 shares 432,005 $18.4M 0.01% +242,754 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,210 shares; 2024Q4: 27,561 shares; 2025Q1: 37,916 shares; 2025Q2: 41,842 shares; 2025Q3: 45,998 shares; 2025Q4: 57,783 shares 57,783 $18.4M 0.01% +11,785 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,234 shares; 2024Q4: 226,673 shares; 2025Q1: 318,394 shares; 2025Q2: 496,618 shares; 2025Q3: 624,789 shares; 2025Q4: 717,517 shares 717,517 $18M 0.01% +92,728 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,262 shares; 2024Q4: 39,277 shares; 2025Q1: 63,343 shares; 2025Q2: 141,107 shares; 2025Q3: 173,447 shares; 2025Q4: 251,245 shares 251,245 $17.9M 0.01% +77,798 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,159 shares; 2024Q4: 70,350 shares; 2025Q1: 115,292 shares; 2025Q2: 214,197 shares; 2025Q3: 350,885 shares; 2025Q4: 670,614 shares 670,614 $17.9M 0.01% +319,729 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 98,216 shares; 2025Q3: 358,841 shares; 2025Q4: 630,247 shares 630,247 $17.8M 0.01% +271,406 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,118 shares; 2024Q4: 212,109 shares; 2025Q1: 268,232 shares; 2025Q2: 309,351 shares; 2025Q3: 361,194 shares; 2025Q4: 382,234 shares 382,234 $17.8M 0.01% +21,040 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,137 shares; 2024Q4: 137,996 shares; 2025Q1: 200,537 shares; 2025Q2: 274,504 shares; 2025Q3: 334,587 shares; 2025Q4: 393,976 shares 393,976 $17.7M 0.01% +59,389 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,779 shares; 2024Q4: 64,244 shares; 2025Q1: 130,970 shares; 2025Q2: 219,997 shares; 2025Q3: 295,755 shares; 2025Q4: 314,379 shares 314,379 $17.7M 0.01% +18,624 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,886 shares; 2024Q4: 67,321 shares; 2025Q1: 90,476 shares; 2025Q2: 110,687 shares; 2025Q3: 120,421 shares; 2025Q4: 132,658 shares 132,658 $17.6M 0.01% +12,237 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,942 shares; 2024Q4: 240,233 shares; 2025Q1: 317,187 shares; 2025Q2: 375,929 shares; 2025Q3: 437,824 shares; 2025Q4: 458,050 shares 458,050 $17.6M 0.01% +20,226 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,032 shares; 2024Q4: 116,986 shares; 2025Q1: 142,637 shares; 2025Q2: 183,788 shares; 2025Q3: 209,775 shares; 2025Q4: 260,570 shares 260,570 $17.5M 0.01% +50,795 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; 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; 2025Q4: 1,333,095 shares 1,333,095 $17.5M 0.01% +137,403 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 264,923 shares 264,923 $17.3M 0.01% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,612 shares; 2024Q4: 3,503 shares; 2025Q1: 4,399 shares; 2025Q2: 5,732 shares; 2025Q3: 7,590 shares; 2025Q4: 8,538 shares 8,538 $17.2M 0.01% +948 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,036 shares; 2024Q4: 175,162 shares; 2025Q1: 225,349 shares; 2025Q2: 259,930 shares; 2025Q3: 299,250 shares; 2025Q4: 310,745 shares 310,745 $17.1M 0.01% +11,495 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,233 shares; 2025Q2: 18,666 shares; 2025Q3: 77,291 shares; 2025Q4: 136,778 shares 136,778 $17M 0.01% +59,487 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,476 shares; 2024Q4: 74,915 shares; 2025Q1: 109,511 shares; 2025Q2: 152,394 shares; 2025Q3: 184,453 shares; 2025Q4: 205,037 shares 205,037 $17M 0.01% +20,584 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,488 shares; 2024Q4: 65,537 shares; 2025Q1: 79,018 shares; 2025Q2: 79,719 shares; 2025Q3: 86,167 shares; 2025Q4: 90,807 shares 90,807 $16.9M 0.01% +4,640 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,621 shares; 2024Q4: 27,194 shares; 2025Q1: 40,464 shares; 2025Q2: 54,681 shares; 2025Q3: 64,220 shares; 2025Q4: 140,949 shares 140,949 $16.8M 0.01% +76,729 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,534 shares; 2024Q4: 121,465 shares; 2025Q1: 171,743 shares; 2025Q2: 194,784 shares; 2025Q3: 205,829 shares; 2025Q4: 186,520 shares 186,520 $16.8M 0.01% -19,309 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,470 shares; 2024Q4: 60,611 shares; 2025Q1: 73,618 shares; 2025Q2: 80,122 shares; 2025Q3: 90,793 shares; 2025Q4: 95,759 shares 95,759 $16.6M 0.01% +4,966 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,440 shares; 2024Q4: 34,615 shares; 2025Q1: 85,105 shares; 2025Q2: 104,916 shares; 2025Q3: 153,418 shares; 2025Q4: 181,138 shares 181,138 $16.6M 0.01% +27,720 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,197 shares; 2024Q4: 102,229 shares; 2025Q1: 142,522 shares; 2025Q2: 192,303 shares; 2025Q3: 238,966 shares; 2025Q4: 261,226 shares 261,226 $16.5M 0.01% +22,260 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,655 shares; 2024Q4: 79,755 shares; 2025Q1: 140,244 shares; 2025Q2: 182,651 shares; 2025Q3: 252,646 shares; 2025Q4: 322,233 shares 322,233 $16.4M 0.01% +69,587 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,804 shares; 2025Q1: 48,284 shares; 2025Q2: 58,054 shares; 2025Q3: 85,277 shares; 2025Q4: 95,758 shares 95,758 $16.4M 0.01% +10,481 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,051 shares; 2024Q4: 6,655 shares; 2025Q1: 8,221 shares; 2025Q2: 12,550 shares; 2025Q3: 16,783 shares; 2025Q4: 19,969 shares 19,969 $16.4M 0.01% +3,186 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,072 shares; 2024Q4: 92,175 shares; 2025Q1: 122,943 shares; 2025Q2: 142,324 shares; 2025Q3: 164,588 shares; 2025Q4: 187,652 shares 187,652 $16.4M 0.01% +23,064 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,721 shares; 2024Q4: 110,271 shares; 2025Q1: 137,352 shares; 2025Q2: 130,792 shares; 2025Q3: 150,188 shares; 2025Q4: 173,534 shares 173,534 $16.3M 0.01% +23,346 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,963 shares; 2024Q4: 23,569 shares; 2025Q1: 110,290 shares; 2025Q2: 149,818 shares; 2025Q3: 224,933 shares; 2025Q4: 338,665 shares 338,665 $16.3M 0.01% +113,732 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,431 shares; 2024Q4: 91,534 shares; 2025Q1: 125,387 shares; 2025Q2: 160,867 shares; 2025Q3: 193,201 shares; 2025Q4: 219,664 shares 219,664 $16.1M 0.01% +26,463 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,514 shares; 2024Q4: 146,711 shares; 2025Q1: 195,534 shares; 2025Q2: 221,910 shares; 2025Q3: 237,464 shares; 2025Q4: 298,558 shares 298,558 $16.1M 0.01% +61,094 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,838 shares; 2024Q4: 27,887 shares; 2025Q1: 40,417 shares; 2025Q2: 47,255 shares; 2025Q3: 52,655 shares; 2025Q4: 58,389 shares 58,389 $16.1M 0.01% +5,734 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,849 shares; 2024Q4: 41,034 shares; 2025Q1: 55,165 shares; 2025Q2: 88,524 shares; 2025Q3: 143,001 shares; 2025Q4: 157,601 shares 157,601 $16M 0.01% +14,600 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,692 shares; 2024Q4: 77,432 shares; 2025Q1: 96,171 shares; 2025Q2: 139,848 shares; 2025Q3: 162,994 shares; 2025Q4: 182,103 shares 182,103 $15.7M 0.01% +19,109 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,344 shares; 2024Q4: 33,066 shares; 2025Q1: 61,936 shares; 2025Q2: 93,941 shares; 2025Q3: 112,762 shares; 2025Q4: 131,622 shares 131,622 $15.5M 0.01% +18,860 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,932 shares; 2024Q4: 170,450 shares; 2025Q1: 217,499 shares; 2025Q2: 237,944 shares; 2025Q3: 258,735 shares; 2025Q4: 264,922 shares 264,922 $15.5M 0.01% +6,187 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,274 shares; 2024Q4: 39,403 shares; 2025Q1: 66,409 shares; 2025Q2: 138,761 shares; 2025Q3: 173,283 shares; 2025Q4: 221,705 shares 221,705 $15.4M 0.01% +48,422 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,976 shares; 2024Q4: 30,753 shares; 2025Q1: 64,568 shares; 2025Q2: 84,344 shares; 2025Q3: 157,546 shares; 2025Q4: 301,509 shares 301,509 $15.3M 0.01% +143,963 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450,842 shares; 2024Q4: 562,297 shares; 2025Q1: 670,098 shares; 2025Q2: 531,805 shares; 2025Q3: 432,049 shares; 2025Q4: 367,295 shares 367,295 $15.2M 0.01% -64,754 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,530 shares; 2024Q4: 111,759 shares; 2025Q1: 191,741 shares; 2025Q2: 239,264 shares; 2025Q3: 290,521 shares; 2025Q4: 390,553 shares 390,553 $15.1M 0.01% +100,032 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,219 shares; 2024Q4: 217,061 shares; 2025Q1: 304,137 shares; 2025Q2: 398,027 shares; 2025Q3: 458,703 shares; 2025Q4: 572,207 shares 572,207 $15M 0.01% +113,504 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,521 shares; 2024Q4: 24,691 shares; 2025Q1: 36,957 shares; 2025Q2: 57,970 shares; 2025Q3: 79,238 shares; 2025Q4: 160,804 shares 160,804 $15M 0.01% +81,566 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,470 shares; 2024Q4: 15,547 shares; 2025Q1: 19,009 shares; 2025Q2: 22,241 shares; 2025Q3: 25,424 shares; 2025Q4: 29,168 shares 29,168 $14.9M 0.01% +3,744 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,565 shares; 2024Q4: 85,288 shares; 2025Q1: 101,797 shares; 2025Q2: 117,539 shares; 2025Q3: 125,386 shares; 2025Q4: 130,199 shares 130,199 $14.8M 0.01% +4,813 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,805 shares; 2025Q2: 98,985 shares; 2025Q3: 169,808 shares; 2025Q4: 290,768 shares 290,768 $14.8M 0.01% +120,960 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,001 shares; 2024Q4: 19,757 shares; 2025Q1: 53,080 shares; 2025Q2: 160,711 shares; 2025Q3: 227,581 shares; 2025Q4: 252,163 shares 252,163 $14.8M 0.01% +24,582 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,596 shares; 2024Q4: 182,568 shares; 2025Q1: 268,196 shares; 2025Q2: 331,742 shares; 2025Q3: 277,309 shares; 2025Q4: 292,569 shares 292,569 $14.7M 0.01% +15,260 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,329 shares; 2024Q4: 26,377 shares; 2025Q1: 73,140 shares; 2025Q2: 135,828 shares; 2025Q3: 231,536 shares; 2025Q4: 294,099 shares 294,099 $14.7M 0.01% +62,563 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,569 shares; 2024Q4: 57,060 shares; 2025Q1: 63,811 shares; 2025Q2: 70,923 shares; 2025Q3: 76,322 shares; 2025Q4: 78,905 shares 78,905 $14.6M 0.01% +2,583 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,358 shares; 2024Q4: 20,859 shares; 2025Q1: 26,727 shares; 2025Q2: 41,064 shares; 2025Q3: 49,466 shares; 2025Q4: 58,004 shares 58,004 $14.6M 0.01% +8,538 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,043 shares; 2024Q4: 23,899 shares; 2025Q1: 36,644 shares; 2025Q2: 83,020 shares; 2025Q3: 123,396 shares; 2025Q4: 136,201 shares 136,201 $14.5M 0.01% +12,805 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,307 shares; 2024Q4: 43,824 shares; 2025Q1: 74,218 shares; 2025Q2: 86,017 shares; 2025Q3: 96,485 shares; 2025Q4: 114,196 shares 114,196 $14.5M 0.01% +17,711 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,707 shares; 2024Q4: 22,300 shares; 2025Q1: 25,969 shares; 2025Q2: 33,663 shares; 2025Q3: 39,778 shares; 2025Q4: 44,158 shares 44,158 $14.5M 0.01% +4,380 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,901 shares; 2024Q4: 44,288 shares; 2025Q1: 59,256 shares; 2025Q2: 68,676 shares; 2025Q3: 74,332 shares; 2025Q4: 73,550 shares 73,550 $14.3M 0.01% -782 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,206 shares; 2025Q1: 48,434 shares; 2025Q2: 65,195 shares; 2025Q3: 85,953 shares; 2025Q4: 108,248 shares 108,248 $14.2M 0.01% +22,295 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,080 shares; 2024Q4: 23,909 shares; 2025Q1: 29,309 shares; 2025Q2: 34,517 shares; 2025Q3: 39,774 shares; 2025Q4: 69,511 shares 69,511 $14.1M 0.01% +29,737 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,331 shares; 2024Q4: 154,425 shares; 2025Q1: 195,460 shares; 2025Q2: 224,356 shares; 2025Q3: 241,867 shares; 2025Q4: 296,829 shares 296,829 $14.1M 0.01% +54,962 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,940 shares; 2024Q4: 39,661 shares; 2025Q1: 50,989 shares; 2025Q2: 69,507 shares; 2025Q3: 74,859 shares; 2025Q4: 77,808 shares 77,808 $14M 0.01% +2,949 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,308 shares; 2024Q4: 247,113 shares; 2025Q1: 357,062 shares; 2025Q2: 551,873 shares; 2025Q3: 616,547 shares; 2025Q4: 636,291 shares 636,291 $14M 0.01% +19,744 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,896 shares; 2024Q4: 200,281 shares; 2025Q1: 221,583 shares; 2025Q2: 257,195 shares; 2025Q3: 298,530 shares; 2025Q4: 317,943 shares 317,943 $14M 0.01% +19,413 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,379 shares; 2024Q4: 308,278 shares; 2025Q1: 373,212 shares; 2025Q2: 709,786 shares; 2025Q3: 741,914 shares; 2025Q4: 831,772 shares 831,772 $13.7M 0.01% +89,858 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,257 shares; 2024Q4: 52,050 shares; 2025Q1: 78,393 shares; 2025Q2: 117,991 shares; 2025Q3: 137,890 shares; 2025Q4: 170,776 shares 170,776 $13.6M 0.01% +32,886 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,821 shares; 2024Q4: 231,504 shares; 2025Q1: 321,791 shares; 2025Q2: 360,345 shares; 2025Q3: 401,773 shares; 2025Q4: 440,441 shares 440,441 $13.6M 0.01% +38,668 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 105,915 shares; 2025Q4: 469,792 shares 469,792 $13.6M 0.01% +363,877 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,761 shares; 2024Q4: 89,102 shares; 2025Q1: 143,307 shares; 2025Q2: 191,738 shares; 2025Q3: 257,979 shares; 2025Q4: 364,381 shares 364,381 $13.4M 0.01% +106,402 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,294 shares; 2024Q4: 145,289 shares; 2025Q1: 217,502 shares; 2025Q2: 277,499 shares; 2025Q3: 297,369 shares; 2025Q4: 278,443 shares 278,443 $13.4M 0.01% -18,926 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,259 shares; 2024Q4: 22,197 shares; 2025Q1: 25,798 shares; 2025Q2: 74,406 shares; 2025Q3: 145,014 shares; 2025Q4: 180,375 shares 180,375 $13.4M 0.01% +35,361 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,833 shares; 2024Q4: 70,205 shares; 2025Q1: 82,837 shares; 2025Q2: 92,636 shares; 2025Q3: 114,113 shares; 2025Q4: 126,375 shares 126,375 $13.3M 0.01% +12,262 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,290 shares; 2024Q4: 27,122 shares; 2025Q1: 35,875 shares; 2025Q2: 42,186 shares; 2025Q3: 43,751 shares; 2025Q4: 50,149 shares 50,149 $13.2M 0.01% +6,398 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,218 shares; 2024Q4: 114,486 shares; 2025Q1: 133,262 shares; 2025Q2: 144,984 shares; 2025Q3: 180,425 shares; 2025Q4: 177,667 shares 177,667 $12.9M 0.01% -2,758 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,444 shares; 2024Q4: 66,466 shares; 2025Q1: 93,422 shares; 2025Q2: 136,883 shares; 2025Q3: 161,707 shares; 2025Q4: 185,461 shares 185,461 $12.9M 0.01% +23,754 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,617 shares; 2024Q4: 48,755 shares; 2025Q1: 68,473 shares; 2025Q2: 90,562 shares; 2025Q3: 250,281 shares; 2025Q4: 535,190 shares 535,190 $12.7M 0.01% +284,909 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,416 shares; 2024Q4: 65,336 shares; 2025Q1: 119,167 shares; 2025Q2: 179,278 shares; 2025Q3: 232,379 shares; 2025Q4: 296,527 shares 296,527 $12.5M 0.01% +64,148 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,115 shares; 2024Q4: 45,691 shares; 2025Q1: 61,411 shares; 2025Q2: 88,082 shares; 2025Q3: 111,901 shares; 2025Q4: 128,728 shares 128,728 $12.4M 0.01% +16,827 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,300 shares; 2025Q2: 116,510 shares; 2025Q3: 228,940 shares; 2025Q4: 358,627 shares 358,627 $12.4M 0.01% +129,687 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,590 shares; 2024Q4: 6,535 shares; 2025Q1: 10,141 shares; 2025Q2: 51,468 shares; 2025Q3: 94,796 shares; 2025Q4: 121,507 shares 121,507 $12.2M 0.01% +26,711 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,022 shares; 2024Q4: 278,059 shares; 2025Q1: 435,505 shares; 2025Q2: 499,892 shares; 2025Q3: 572,013 shares; 2025Q4: 703,007 shares 703,007 $12.1M 0.01% +130,994 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,441 shares; 2024Q4: 5,213 shares; 2025Q1: 4,522 shares; 2025Q2: 4,554 shares; 2025Q3: 7,716 shares; 2025Q4: 25,811 shares 25,811 $12.1M 0.01% +18,095 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,982 shares; 2024Q4: 26,894 shares; 2025Q1: 43,326 shares; 2025Q2: 65,542 shares; 2025Q3: 96,016 shares; 2025Q4: 111,159 shares 111,159 $12.1M 0.01% +15,143 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,374 shares; 2024Q4: 73,506 shares; 2025Q1: 94,239 shares; 2025Q2: 86,921 shares; 2025Q3: 97,344 shares; 2025Q4: 108,347 shares 108,347 $11.9M 0.01% +11,003 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,625 shares; 2025Q2: 78,944 shares; 2025Q3: 166,909 shares; 2025Q4: 256,004 shares 256,004 $11.9M 0.01% +89,095 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,076 shares; 2024Q4: 36,005 shares; 2025Q1: 56,072 shares; 2025Q2: 66,586 shares; 2025Q3: 78,175 shares; 2025Q4: 91,910 shares 91,910 $11.8M 0.01% +13,735 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,711 shares; 2024Q4: 15,109 shares; 2025Q1: 31,459 shares; 2025Q2: 61,899 shares; 2025Q3: 109,501 shares; 2025Q4: 138,875 shares 138,875 $11.8M 0.01% +29,374 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,778 shares; 2024Q4: 9,718 shares; 2025Q1: 13,489 shares; 2025Q2: 26,681 shares; 2025Q3: 37,461 shares; 2025Q4: 45,400 shares 45,400 $11.7M 0.01% +7,939 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,895 shares; 2024Q4: 105,340 shares; 2025Q1: 139,561 shares; 2025Q2: 164,165 shares; 2025Q3: 177,528 shares; 2025Q4: 187,253 shares 187,253 $11.6M 0.01% +9,725 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 181,799 shares; 2025Q4: 227,678 shares 227,678 $11.6M 0.01% +45,879 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65,132 shares; 2025Q2: 167,388 shares; 2025Q3: 261,852 shares; 2025Q4: 381,068 shares 381,068 $11.6M 0.01% +119,216 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,922 shares; 2024Q4: 30,541 shares; 2025Q1: 30,024 shares; 2025Q2: 35,553 shares; 2025Q3: 83,949 shares; 2025Q4: 104,774 shares 104,774 $11.5M 0.01% +20,825 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,373 shares; 2024Q4: 27,887 shares; 2025Q1: 34,616 shares; 2025Q2: 39,177 shares; 2025Q3: 47,367 shares; 2025Q4: 55,212 shares 55,212 $11.5M 0.01% +7,845 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,370 shares; 2024Q4: 4,175 shares; 2025Q1: 5,412 shares; 2025Q2: 11,488 shares; 2025Q3: 18,037 shares; 2025Q4: 20,761 shares 20,761 $11.5M 0.01% +2,724 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,200 shares; 2024Q4: 14,605 shares; 2025Q1: 26,283 shares; 2025Q2: 32,299 shares; 2025Q3: 38,064 shares; 2025Q4: 42,198 shares 42,198 $11.4M 0.01% +4,134 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,543 shares; 2024Q4: 25,236 shares; 2025Q1: 37,088 shares; 2025Q2: 50,799 shares; 2025Q3: 62,253 shares; 2025Q4: 84,071 shares 84,071 $11.2M 0.01% +21,818 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,672 shares; 2024Q4: 168,904 shares; 2025Q1: 205,535 shares; 2025Q2: 209,136 shares; 2025Q3: 235,363 shares; 2025Q4: 303,996 shares 303,996 $11.2M 0.01% +68,633 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,953 shares; 2024Q4: 23,952 shares; 2025Q1: 39,568 shares; 2025Q2: 64,206 shares; 2025Q3: 70,664 shares; 2025Q4: 78,633 shares 78,633 $11.1M 0.01% +7,969 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,799 shares; 2024Q4: 21,897 shares; 2025Q1: 37,257 shares; 2025Q2: 53,051 shares; 2025Q3: 69,299 shares; 2025Q4: 92,595 shares 92,595 $11.1M 0.01% +23,296 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,528 shares; 2024Q4: 19,234 shares; 2025Q1: 27,608 shares; 2025Q2: 34,280 shares; 2025Q3: 41,094 shares; 2025Q4: 42,283 shares 42,283 $11M 0.01% +1,189 Timeline 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,979 shares; 2024Q4: 155,279 shares; 2025Q1: 202,501 shares; 2025Q2: 215,943 shares; 2025Q3: 255,333 shares; 2025Q4: 372,905 shares 372,905 $11M 0.01% +117,572 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,640 shares; 2024Q4: 4,478 shares; 2025Q1: 9,815 shares; 2025Q2: 14,903 shares; 2025Q3: 24,450 shares; 2025Q4: 30,941 shares 30,941 $10.9M 0.01% +6,491 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,541 shares; 2024Q4: 51,804 shares; 2025Q1: 63,733 shares; 2025Q2: 72,659 shares; 2025Q3: 79,803 shares; 2025Q4: 88,207 shares 88,207 $10.8M 0.01% +8,404 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,357 shares; 2024Q4: 33,374 shares; 2025Q1: 51,248 shares; 2025Q2: 70,010 shares; 2025Q3: 88,989 shares; 2025Q4: 111,330 shares 111,330 $10.8M 0.01% +22,341 Timeline ARDX ARDELYX INC More: the full row for ARDELYX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,854,755 shares 1,854,755 $10.8M 0.01% -19,148 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,375 shares; 2024Q4: 105,059 shares; 2025Q1: 133,980 shares; 2025Q2: 161,313 shares; 2025Q3: 195,586 shares; 2025Q4: 272,871 shares 272,871 $10.8M 0.01% +77,285 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,377 shares; 2024Q4: 189,176 shares; 2025Q1: 302,503 shares; 2025Q2: 359,486 shares; 2025Q3: 493,555 shares; 2025Q4: 560,952 shares 560,952 $10.7M 0.01% +67,397 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,646 shares; 2024Q4: 13,499 shares; 2025Q1: 19,092 shares; 2025Q2: 20,009 shares; 2025Q3: 23,201 shares; 2025Q4: 25,347 shares 25,347 $10.7M 0.01% +2,146 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,150 shares; 2024Q4: 46,295 shares; 2025Q1: 68,635 shares; 2025Q2: 86,188 shares; 2025Q3: 96,566 shares; 2025Q4: 115,667 shares 115,667 $10.6M 0.01% +19,101 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,912 shares; 2024Q4: 14,254 shares; 2025Q1: 20,045 shares; 2025Q2: 30,269 shares; 2025Q3: 36,781 shares; 2025Q4: 48,090 shares 48,090 $10.6M 0.01% +11,309 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,028 shares; 2024Q4: 39,739 shares; 2025Q1: 43,172 shares; 2025Q2: 49,081 shares; 2025Q3: 51,338 shares; 2025Q4: 59,331 shares 59,331 $10.5M 0.01% +7,993 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,764 shares; 2024Q4: 67,815 shares; 2025Q1: 90,746 shares; 2025Q2: 104,891 shares; 2025Q3: 132,290 shares; 2025Q4: 160,923 shares 160,923 $10.5M 0.01% +28,633 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,797 shares; 2024Q4: 8,280 shares; 2025Q1: 10,505 shares; 2025Q2: 12,662 shares; 2025Q3: 15,033 shares; 2025Q4: 18,417 shares 18,417 $10.5M 0.01% +3,384 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,060 shares; 2024Q4: 65,861 shares; 2025Q1: 115,036 shares; 2025Q2: 155,282 shares; 2025Q3: 208,246 shares; 2025Q4: 252,437 shares 252,437 $10.4M 0.01% +44,191 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,734 shares; 2024Q4: 186,125 shares; 2025Q1: 258,752 shares; 2025Q2: 316,117 shares; 2025Q3: 358,738 shares; 2025Q4: 379,900 shares 379,900 $10.3M 0.01% +21,162 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,514 shares; 2024Q4: 62,376 shares; 2025Q1: 96,424 shares; 2025Q2: 119,595 shares; 2025Q3: 124,402 shares; 2025Q4: 132,810 shares 132,810 $10.3M 0.01% +8,408 Timeline MFSB 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,540 shares; 2025Q4: 408,035 shares 408,035 $10.3M 0.01% +345,495 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,694 shares; 2024Q4: 18,600 shares; 2025Q1: 23,826 shares; 2025Q2: 24,007 shares; 2025Q3: 27,015 shares; 2025Q4: 29,801 shares 29,801 $10.3M 0.01% +2,786 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 13,552 shares; 2025Q1: 49,626 shares; 2025Q2: 182,402 shares; 2025Q3: 300,279 shares; 2025Q4: 388,248 shares 388,248 $10.2M 0.01% +87,969 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,574 shares; 2024Q4: 103,663 shares; 2025Q1: 127,192 shares; 2025Q2: 163,059 shares; 2025Q3: 184,785 shares; 2025Q4: 217,648 shares 217,648 $10.2M 0.01% +32,863 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,344 shares; 2024Q4: 19,133 shares; 2025Q1: 24,373 shares; 2025Q2: 28,976 shares; 2025Q3: 31,521 shares; 2025Q4: 35,318 shares 35,318 $10.2M 0.01% +3,797 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,048 shares; 2024Q4: 62,657 shares; 2025Q1: 94,235 shares; 2025Q2: 101,193 shares; 2025Q3: 119,068 shares; 2025Q4: 151,823 shares 151,823 $10.2M 0.01% +32,755 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,537 shares; 2024Q4: 19,767 shares; 2025Q1: 25,584 shares; 2025Q2: 41,173 shares; 2025Q3: 53,582 shares; 2025Q4: 101,332 shares 101,332 $10.1M 0.01% +47,750 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,793 shares; 2024Q4: 113,370 shares; 2025Q1: 166,679 shares; 2025Q2: 219,283 shares; 2025Q3: 212,411 shares; 2025Q4: 210,889 shares 210,889 $10.1M 0.01% -1,522 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: 1,903 shares; 2025Q1: 4,738 shares; 2025Q2: 8,314 shares; 2025Q3: 13,176 shares; 2025Q4: 14,913 shares 14,913 $10M 0.01% +1,737 Timeline MFSV 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80,804 shares; 2025Q4: 377,554 shares 377,554 $10M 0.01% +296,750 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,579 shares; 2024Q4: 44,611 shares; 2025Q1: 62,560 shares; 2025Q2: 77,031 shares; 2025Q3: 86,868 shares; 2025Q4: 110,146 shares 110,146 $10M 0.01% +23,278 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,344 shares; 2024Q4: 34,303 shares; 2025Q1: 44,360 shares; 2025Q2: 56,438 shares; 2025Q3: 67,596 shares; 2025Q4: 77,565 shares 77,565 $10M 0.01% +9,969 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,802 shares; 2024Q4: 78,088 shares; 2025Q1: 91,617 shares; 2025Q2: 101,409 shares; 2025Q3: 122,682 shares; 2025Q4: 138,963 shares 138,963 $9.95M 0.01% +16,281 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,684 shares; 2024Q4: 4,373 shares; 2025Q1: 5,245 shares; 2025Q2: 5,558 shares; 2025Q3: 11,309 shares; 2025Q4: 47,865 shares 47,865 $9.95M 0.01% +36,556 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,502 shares; 2024Q4: 31,257 shares; 2025Q1: 50,359 shares; 2025Q2: 60,195 shares; 2025Q3: 66,021 shares; 2025Q4: 74,941 shares 74,941 $9.92M 0.01% +8,920 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,118 shares; 2024Q4: 61,230 shares; 2025Q1: 96,397 shares; 2025Q2: 118,959 shares; 2025Q3: 149,973 shares; 2025Q4: 207,482 shares 207,482 $9.92M 0.01% +57,509 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,790 shares; 2024Q4: 53,005 shares; 2025Q1: 114,314 shares; 2025Q2: 124,857 shares; 2025Q3: 170,290 shares; 2025Q4: 230,815 shares 230,815 $9.87M 0.01% +60,525 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,386 shares; 2024Q4: 194,421 shares; 2025Q1: 253,922 shares; 2025Q2: 317,957 shares; 2025Q3: 436,856 shares; 2025Q4: 541,945 shares 541,945 $9.87M 0.01% +105,089 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,346 shares; 2024Q4: 105,088 shares; 2025Q1: 144,614 shares; 2025Q2: 170,832 shares; 2025Q3: 190,322 shares; 2025Q4: 206,323 shares 206,323 $9.7M 0.01% +16,001 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,357 shares; 2024Q4: 74,745 shares; 2025Q1: 129,700 shares; 2025Q2: 152,053 shares; 2025Q3: 190,026 shares; 2025Q4: 218,970 shares 218,970 $9.65M 0.01% +28,944 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,562 shares; 2024Q4: 101,912 shares; 2025Q1: 136,587 shares; 2025Q2: 158,152 shares; 2025Q3: 182,376 shares; 2025Q4: 181,962 shares 181,962 $9.61M 0.01% -414 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,453 shares; 2024Q4: 167,092 shares; 2025Q1: 246,546 shares; 2025Q2: 274,476 shares; 2025Q3: 304,936 shares; 2025Q4: 348,626 shares 348,626 $9.58M 0.01% +43,690 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,950 shares; 2025Q1: 70,957 shares; 2025Q2: 92,004 shares; 2025Q3: 115,169 shares; 2025Q4: 173,522 shares 173,522 $9.52M 0.01% +58,353 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,632 shares; 2024Q4: 170,585 shares; 2025Q1: 243,370 shares; 2025Q2: 298,634 shares; 2025Q3: 373,288 shares; 2025Q4: 461,322 shares 461,322 $9.5M 0.01% +88,034 Timeline TEQI 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,220 shares; 2024Q4: 38,651 shares; 2025Q1: 66,931 shares; 2025Q2: 102,510 shares; 2025Q3: 142,383 shares; 2025Q4: 209,705 shares 209,705 $9.47M 0.01% +67,322 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 3,463 shares; 2025Q1: 13,640 shares; 2025Q2: 31,966 shares; 2025Q3: 59,811 shares; 2025Q4: 83,577 shares 83,577 $9.45M 0.01% +23,766 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,628 shares; 2024Q4: 62,611 shares; 2025Q1: 87,406 shares; 2025Q2: 136,418 shares; 2025Q3: 183,152 shares; 2025Q4: 255,241 shares 255,241 $9.44M 0.01% +72,089 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,542 shares; 2024Q4: 97,019 shares; 2025Q1: 106,108 shares; 2025Q2: 109,882 shares; 2025Q3: 121,440 shares; 2025Q4: 135,407 shares 135,407 $9.4M 0.01% +13,967 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,418 shares; 2025Q2: 60,444 shares; 2025Q3: 94,672 shares; 2025Q4: 128,062 shares 128,062 $9.39M 0.01% +33,390 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,282 shares; 2024Q4: 14,793 shares; 2025Q1: 56,977 shares; 2025Q2: 105,840 shares; 2025Q3: 140,501 shares; 2025Q4: 204,427 shares 204,427 $9.36M 0.01% +63,926 Timeline EFAA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,976 shares; 2025Q2: 39,347 shares; 2025Q3: 87,503 shares; 2025Q4: 172,775 shares 172,775 $9.34M 0.01% +85,272 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,141 shares; 2024Q4: 88,160 shares; 2025Q1: 100,543 shares; 2025Q2: 123,974 shares; 2025Q3: 161,028 shares; 2025Q4: 247,064 shares 247,064 $9.33M 0.01% +86,036 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,478 shares; 2024Q4: 27,194 shares; 2025Q1: 33,620 shares; 2025Q2: 38,670 shares; 2025Q3: 52,075 shares; 2025Q4: 77,439 shares 77,439 $9.27M 0.01% +25,364 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,664 shares; 2024Q4: 68,178 shares; 2025Q1: 110,122 shares; 2025Q2: 139,855 shares; 2025Q3: 148,265 shares; 2025Q4: 179,169 shares 179,169 $9.23M 0.01% +30,904 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,317 shares; 2024Q4: 96,064 shares; 2025Q1: 130,346 shares; 2025Q2: 146,694 shares; 2025Q3: 168,242 shares; 2025Q4: 197,398 shares 197,398 $9.2M 0.01% +29,156 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,498 shares; 2024Q4: 67,085 shares; 2025Q1: 93,490 shares; 2025Q2: 108,209 shares; 2025Q3: 129,466 shares; 2025Q4: 178,958 shares 178,958 $9.15M 0.01% +49,492 Timeline BSCX 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,346 shares; 2024Q4: 61,081 shares; 2025Q1: 171,279 shares; 2025Q2: 231,499 shares; 2025Q3: 300,253 shares; 2025Q4: 425,846 shares 425,846 $9.14M 0.01% +125,593 Timeline BUXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,955 shares; 2025Q2: 75,872 shares; 2025Q3: 173,613 shares; 2025Q4: 450,442 shares 450,442 $9.12M 0.01% +276,829 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,686 shares; 2024Q4: 8,862 shares; 2025Q1: 14,097 shares; 2025Q2: 18,933 shares; 2025Q3: 26,850 shares; 2025Q4: 30,136 shares 30,136 $9.11M 0.01% +3,286 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,848 shares; 2024Q4: 36,850 shares; 2025Q1: 61,749 shares; 2025Q2: 79,167 shares; 2025Q3: 109,055 shares; 2025Q4: 171,678 shares 171,678 $9.03M 0.01% +62,623 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,868 shares; 2024Q4: 111,307 shares; 2025Q1: 154,340 shares; 2025Q2: 182,788 shares; 2025Q3: 205,341 shares; 2025Q4: 215,259 shares 215,259 $8.99M 0.01% +9,918 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,665 shares; 2025Q2: 26,230 shares; 2025Q3: 85,418 shares; 2025Q4: 169,156 shares 169,156 $8.93M 0.01% +83,738 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,513 shares; 2024Q4: 57,694 shares; 2025Q1: 90,148 shares; 2025Q2: 112,625 shares; 2025Q3: 131,195 shares; 2025Q4: 141,842 shares 141,842 $8.85M 0.01% +10,647 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,508 shares; 2024Q4: 6,023 shares; 2025Q1: 8,686 shares; 2025Q2: 9,762 shares; 2025Q3: 11,388 shares; 2025Q4: 15,460 shares 15,460 $8.82M 0.01% +4,072 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,760 shares; 2024Q4: 15,786 shares; 2025Q1: 19,821 shares; 2025Q2: 23,072 shares; 2025Q3: 27,516 shares; 2025Q4: 31,323 shares 31,323 $8.74M 0.01% +3,807 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,784 shares; 2024Q4: 69,874 shares; 2025Q1: 90,009 shares; 2025Q2: 109,716 shares; 2025Q3: 127,351 shares; 2025Q4: 148,003 shares 148,003 $8.67M 0.01% +20,652 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,367 shares; 2024Q4: 52,011 shares; 2025Q1: 72,733 shares; 2025Q2: 79,297 shares; 2025Q3: 87,792 shares; 2025Q4: 107,243 shares 107,243 $8.66M 0.01% +19,451 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,528 shares; 2024Q4: 73,698 shares; 2025Q1: 85,220 shares; 2025Q2: 98,028 shares; 2025Q3: 121,842 shares; 2025Q4: 164,995 shares 164,995 $8.65M 0.01% +43,153 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,675 shares; 2024Q4: 16,986 shares; 2025Q1: 18,363 shares; 2025Q2: 22,063 shares; 2025Q3: 25,870 shares; 2025Q4: 29,808 shares 29,808 $8.61M 0.01% +3,938 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,462 shares; 2024Q4: 22,494 shares; 2025Q1: 27,560 shares; 2025Q2: 34,612 shares; 2025Q3: 35,673 shares; 2025Q4: 37,138 shares 37,138 $8.46M 0.01% +1,465 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,053 shares; 2024Q4: 147,340 shares; 2025Q1: 262,600 shares; 2025Q2: 330,414 shares; 2025Q3: 415,793 shares; 2025Q4: 431,623 shares 431,623 $8.45M 0.01% +15,830 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 632 shares; 2024Q4: 9,948 shares; 2025Q1: 36,220 shares; 2025Q2: 49,539 shares; 2025Q3: 56,949 shares; 2025Q4: 66,431 shares 66,431 $8.44M 0.01% +9,482 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 125 shares; 2025Q1: 17,066 shares; 2025Q2: 56,274 shares; 2025Q3: 129,234 shares; 2025Q4: 166,645 shares 166,645 $8.43M 0.01% +37,411 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,114 shares; 2025Q4: 256,900 shares 256,900 $8.35M 0.01% +204,786 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,830 shares; 2024Q4: 11,935 shares; 2025Q1: 16,410 shares; 2025Q2: 21,472 shares; 2025Q3: 26,640 shares; 2025Q4: 34,423 shares 34,423 $8.3M 0.01% +7,783 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,143 shares; 2024Q4: 36,837 shares; 2025Q1: 50,203 shares; 2025Q2: 67,542 shares; 2025Q3: 75,411 shares; 2025Q4: 82,836 shares 82,836 $8.27M 0.01% +7,425 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,038 shares; 2024Q4: 103,672 shares; 2025Q1: 181,794 shares; 2025Q2: 297,195 shares; 2025Q3: 400,020 shares; 2025Q4: 367,696 shares 367,696 $8.19M <0.01% -32,324 Timeline