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: 9,010,849 shares; 2024Q4: 10,188,273 shares; 2025Q1: 10,584,897 shares; 2025Q2: 9,316,636 shares; 2025Q3: 10,097,239 shares; 2025Q4: 10,482,560 shares 10,482,560 $7.18B 1.96% +385,321 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: 8,556,108 shares; 2024Q4: 8,947,714 shares; 2025Q1: 9,047,948 shares; 2025Q2: 9,630,183 shares; 2025Q3: 9,941,748 shares; 2025Q4: 10,170,761 shares 10,170,761 $6.94B 1.9% +229,013 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: 9,006,170 shares; 2024Q4: 9,481,350 shares; 2025Q1: 9,545,155 shares; 2025Q2: 10,153,109 shares; 2025Q3: 10,564,843 shares; 2025Q4: 10,729,287 shares 10,729,287 $6.59B 1.8% +164,444 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: 18,512,413 shares; 2024Q4: 19,616,292 shares; 2025Q1: 20,389,500 shares; 2025Q2: 21,497,413 shares; 2025Q3: 22,850,810 shares; 2025Q4: 23,606,189 shares 23,606,189 $6.42B 1.75% +755,379 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: 25,673,943 shares; 2024Q4: 27,495,675 shares; 2025Q1: 28,890,061 shares; 2025Q2: 31,445,567 shares; 2025Q3: 32,791,518 shares; 2025Q4: 33,155,918 shares 33,155,918 $6.18B 1.69% +364,400 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: 7,351,626 shares; 2024Q4: 7,934,585 shares; 2025Q1: 8,384,908 shares; 2025Q2: 8,960,405 shares; 2025Q3: 9,505,943 shares; 2025Q4: 10,008,020 shares 10,008,020 $4.84B 1.32% +502,077 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: 12,994,777 shares; 2024Q4: 12,906,339 shares; 2025Q1: 12,996,720 shares; 2025Q2: 13,517,198 shares; 2025Q3: 13,801,841 shares; 2025Q4: 14,079,780 shares 14,079,780 $4.72B 1.29% +277,939 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: 31,403,162 shares; 2024Q4: 34,023,208 shares; 2025Q1: 36,070,856 shares; 2025Q2: 37,858,343 shares; 2025Q3: 39,178,649 shares; 2025Q4: 40,217,777 shares 40,217,777 $4.29B 1.17% +1,039,128 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: 4,454,402 shares; 2024Q4: 5,436,603 shares; 2025Q1: 5,670,710 shares; 2025Q2: 6,115,211 shares; 2025Q3: 6,342,201 shares; 2025Q4: 6,814,280 shares 6,814,280 $4.27B 1.17% +472,079 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: 35,629,703 shares; 2024Q4: 39,316,849 shares; 2025Q1: 41,960,691 shares; 2025Q2: 44,732,770 shares; 2025Q3: 48,460,325 shares; 2025Q4: 51,511,055 shares 51,511,055 $4.13B 1.13% +3,050,730 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: 11,417,833 shares; 2024Q4: 12,620,420 shares; 2025Q1: 13,407,443 shares; 2025Q2: 14,855,835 shares; 2025Q3: 15,868,881 shares; 2025Q4: 16,490,779 shares 16,490,779 $3.81B 1.04% +621,898 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: 36,275,934 shares; 2024Q4: 38,824,556 shares; 2025Q1: 36,222,496 shares; 2025Q2: 37,945,267 shares; 2025Q3: 38,989,201 shares; 2025Q4: 40,788,933 shares 40,788,933 $3.65B 1% +1,799,732 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: 22,757,447 shares; 2024Q4: 24,594,583 shares; 2025Q1: 34,433,455 shares; 2025Q2: 42,885,143 shares; 2025Q3: 46,995,248 shares; 2025Q4: 52,461,199 shares 52,461,199 $3.53B 0.96% +5,465,951 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: 14,725,824 shares; 2024Q4: 16,867,820 shares; 2025Q1: 18,186,643 shares; 2025Q2: 19,465,105 shares; 2025Q3: 18,522,897 shares; 2025Q4: 16,176,100 shares 16,176,100 $3.21B 0.88% -2,346,797 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: 39,150,619 shares; 2024Q4: 41,404,616 shares; 2025Q1: 42,792,448 shares; 2025Q2: 45,142,578 shares; 2025Q3: 46,442,555 shares; 2025Q4: 50,099,107 shares 50,099,107 $2.85B 0.78% +3,656,552 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: 16,169,046 shares; 2024Q4: 21,983,627 shares; 2025Q1: 29,452,035 shares; 2025Q2: 42,860,196 shares; 2025Q3: 52,585,686 shares; 2025Q4: 63,490,640 shares 63,490,640 $2.77B 0.76% +10,904,954 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: 20,189,958 shares; 2024Q4: 25,080,593 shares; 2025Q1: 28,291,120 shares; 2025Q2: 32,173,645 shares; 2025Q3: 40,888,680 shares; 2025Q4: 45,131,519 shares 45,131,519 $2.74B 0.75% +4,242,839 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,763,508 shares; 2024Q4: 113,104,408 shares; 2025Q1: 102,991,608 shares; 2025Q2: 105,719,785 shares; 2025Q3: 111,201,014 shares; 2025Q4: 119,087,423 shares 119,087,423 $2.74B 0.75% +7,886,409 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,017,937 shares; 2024Q4: 6,585,632 shares; 2025Q1: 7,074,160 shares; 2025Q2: 7,725,205 shares; 2025Q3: 8,398,313 shares; 2025Q4: 8,696,371 shares 8,696,371 $2.72B 0.74% +298,058 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: 6,450,987 shares; 2024Q4: 7,054,514 shares; 2025Q1: 7,457,233 shares; 2025Q2: 8,794,378 shares; 2025Q3: 9,765,868 shares; 2025Q4: 10,725,891 shares 10,725,891 $2.71B 0.74% +960,023 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,986,268 shares; 2024Q4: 5,128,614 shares; 2025Q1: 4,964,202 shares; 2025Q2: 5,335,797 shares; 2025Q3: 5,466,752 shares; 2025Q4: 5,490,898 shares 5,490,898 $2.68B 0.73% +24,146 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,189,697 shares; 2024Q4: 21,858,016 shares; 2025Q1: 24,262,602 shares; 2025Q2: 25,351,019 shares; 2025Q3: 26,798,274 shares; 2025Q4: 27,903,169 shares 27,903,169 $2.66B 0.73% +1,104,895 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: 15,682,897 shares; 2024Q4: 17,940,390 shares; 2025Q1: 18,929,345 shares; 2025Q2: 18,628,952 shares; 2025Q3: 19,458,986 shares; 2025Q4: 19,816,481 shares 19,816,481 $2.44B 0.67% +357,495 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: 14,877,167 shares; 2024Q4: 15,302,362 shares; 2025Q1: 13,079,412 shares; 2025Q2: 13,644,205 shares; 2025Q3: 14,033,355 shares; 2025Q4: 14,224,602 shares 14,224,602 $2.39B 0.65% +191,247 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: 4,430,080 shares; 2024Q4: 5,277,943 shares; 2025Q1: 6,977,283 shares; 2025Q2: 7,911,905 shares; 2025Q3: 8,546,412 shares; 2025Q4: 11,013,259 shares 11,013,259 $2.34B 0.64% +2,466,847 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: 6,997,449 shares; 2024Q4: 7,473,687 shares; 2025Q1: 7,392,315 shares; 2025Q2: 7,580,637 shares; 2025Q3: 7,679,418 shares; 2025Q4: 15,977,154 shares 15,977,154 $2.3B 0.63% +8,297,736 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: 4,555,660 shares; 2024Q4: 4,980,299 shares; 2025Q1: 5,319,616 shares; 2025Q2: 5,727,824 shares; 2025Q3: 6,072,824 shares; 2025Q4: 6,344,128 shares 6,344,128 $2.2B 0.6% +271,304 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: 20,326,430 shares; 2024Q4: 21,307,144 shares; 2025Q1: 23,686,574 shares; 2025Q2: 25,895,165 shares; 2025Q3: 27,596,346 shares; 2025Q4: 30,504,116 shares 30,504,116 $2.12B 0.58% +2,907,770 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: 39,330,716 shares; 2024Q4: 44,646,696 shares; 2025Q1: 48,049,515 shares; 2025Q2: 47,236,444 shares; 2025Q3: 44,541,325 shares; 2025Q4: 45,507,455 shares 45,507,455 $2.12B 0.58% +966,130 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: 14,006,749 shares; 2024Q4: 15,646,619 shares; 2025Q1: 15,897,788 shares; 2025Q2: 16,264,673 shares; 2025Q3: 16,532,634 shares; 2025Q4: 17,525,618 shares 17,525,618 $2.11B 0.58% +992,984 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: 9,388,550 shares; 2024Q4: 9,542,614 shares; 2025Q1: 9,985,009 shares; 2025Q2: 10,341,422 shares; 2025Q3: 10,583,264 shares; 2025Q4: 10,741,631 shares 10,741,631 $2.05B 0.56% +158,367 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: 12,438,170 shares; 2024Q4: 16,775,326 shares; 2025Q1: 22,834,860 shares; 2025Q2: 30,043,695 shares; 2025Q3: 38,596,360 shares; 2025Q4: 45,411,053 shares 45,411,053 $2.02B 0.55% +6,814,693 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,035,095 shares; 2024Q4: 2,260,598 shares; 2025Q1: 2,425,822 shares; 2025Q2: 2,651,212 shares; 2025Q3: 2,869,423 shares; 2025Q4: 3,036,669 shares 3,036,669 $2B 0.55% +167,246 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: 4,689,666 shares; 2024Q4: 5,002,666 shares; 2025Q1: 5,313,955 shares; 2025Q2: 5,704,311 shares; 2025Q3: 5,965,548 shares; 2025Q4: 6,140,287 shares 6,140,287 $1.93B 0.53% +174,739 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: 41,176,915 shares; 2024Q4: 42,550,311 shares; 2025Q1: 25,091,712 shares; 2025Q2: 25,959,512 shares; 2025Q3: 27,717,607 shares; 2025Q4: 29,123,810 shares 29,123,810 $1.92B 0.53% +1,406,203 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: 3,334,764 shares; 2024Q4: 3,448,066 shares; 2025Q1: 3,912,435 shares; 2025Q2: 4,234,425 shares; 2025Q3: 4,552,349 shares; 2025Q4: 4,809,271 shares 4,809,271 $1.91B 0.52% +256,922 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: 6,742,681 shares; 2024Q4: 7,014,687 shares; 2025Q1: 6,896,876 shares; 2025Q2: 7,052,906 shares; 2025Q3: 7,367,450 shares; 2025Q4: 7,446,977 shares 7,446,977 $1.83B 0.5% +79,527 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: 22,283,298 shares; 2024Q4: 27,040,599 shares; 2025Q1: 27,006,416 shares; 2025Q2: 28,085,455 shares; 2025Q3: 28,451,306 shares; 2025Q4: 28,541,648 shares 28,541,648 $1.78B 0.49% +90,342 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: 3,027,221 shares; 2024Q4: 3,146,450 shares; 2025Q1: 3,280,071 shares; 2025Q2: 3,489,415 shares; 2025Q3: 3,691,684 shares; 2025Q4: 3,755,659 shares 3,755,659 $1.78B 0.49% +63,975 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: 3,711,324 shares; 2024Q4: 4,017,292 shares; 2025Q1: 4,391,622 shares; 2025Q2: 4,799,864 shares; 2025Q3: 5,217,634 shares; 2025Q4: 5,459,824 shares 5,459,824 $1.76B 0.48% +242,190 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: 2,494,000 shares; 2024Q4: 2,675,080 shares; 2025Q1: 2,943,391 shares; 2025Q2: 3,182,333 shares; 2025Q3: 3,290,702 shares; 2025Q4: 3,367,406 shares 3,367,406 $1.69B 0.46% +76,704 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: 13,352,079 shares; 2024Q4: 13,821,490 shares; 2025Q1: 14,434,118 shares; 2025Q2: 15,189,334 shares; 2025Q3: 15,836,920 shares; 2025Q4: 16,406,531 shares 16,406,531 $1.68B 0.46% +569,611 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,976,110 shares; 2024Q4: 38,330,042 shares; 2025Q1: 42,232,183 shares; 2025Q2: 44,869,616 shares; 2025Q3: 46,743,277 shares; 2025Q4: 49,056,429 shares 49,056,429 $1.66B 0.45% +2,313,152 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,260,572 shares; 2024Q4: 28,032,072 shares; 2025Q1: 30,733,565 shares; 2025Q2: 30,006,248 shares; 2025Q3: 34,051,047 shares; 2025Q4: 37,343,862 shares 37,343,862 $1.66B 0.45% +3,292,815 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: 684,864 shares; 2024Q4: 795,013 shares; 2025Q1: 1,798,912 shares; 2025Q2: 2,679,008 shares; 2025Q3: 4,239,339 shares; 2025Q4: 4,530,269 shares 4,530,269 $1.55B 0.42% +290,930 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,010,929 shares; 2024Q4: 35,385,004 shares; 2025Q1: 40,522,599 shares; 2025Q2: 39,789,726 shares; 2025Q3: 42,012,498 shares; 2025Q4: 44,621,823 shares 44,621,823 $1.53B 0.42% +2,609,325 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: 5,808,810 shares; 2024Q4: 6,016,294 shares; 2025Q1: 6,285,425 shares; 2025Q2: 6,509,697 shares; 2025Q3: 6,878,056 shares; 2025Q4: 6,909,821 shares 6,909,821 $1.52B 0.42% +31,765 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: 2,410,178 shares; 2024Q4: 2,623,568 shares; 2025Q1: 2,750,951 shares; 2025Q2: 3,074,360 shares; 2025Q3: 3,150,336 shares; 2025Q4: 3,233,277 shares 3,233,277 $1.45B 0.4% +82,941 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,777,902 shares; 2024Q4: 38,390,204 shares; 2025Q1: 38,247,130 shares; 2025Q2: 44,173,644 shares; 2025Q3: 47,092,606 shares; 2025Q4: 48,812,099 shares 48,812,099 $1.41B 0.38% +1,719,493 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: 7,942,784 shares; 2024Q4: 9,271,415 shares; 2025Q1: 9,948,608 shares; 2025Q2: 10,438,250 shares; 2025Q3: 11,780,943 shares; 2025Q4: 14,085,361 shares 14,085,361 $1.41B 0.38% +2,304,418 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: 12,773,389 shares; 2024Q4: 17,195,268 shares; 2025Q1: 15,058,000 shares; 2025Q2: 22,704,102 shares; 2025Q3: 20,731,397 shares; 2025Q4: 19,536,098 shares 19,536,098 $1.4B 0.38% -1,195,299 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: 14,487,899 shares; 2024Q4: 15,291,570 shares; 2025Q1: 15,761,081 shares; 2025Q2: 16,286,869 shares; 2025Q3: 17,615,073 shares; 2025Q4: 18,586,676 shares 18,586,676 $1.38B 0.38% +971,603 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: 13,363,898 shares; 2024Q4: 14,756,281 shares; 2025Q1: 15,697,592 shares; 2025Q2: 17,607,648 shares; 2025Q3: 18,167,636 shares; 2025Q4: 18,763,346 shares 18,763,346 $1.3B 0.36% +595,710 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,491,342 shares; 2024Q4: 21,025,887 shares; 2025Q1: 22,433,333 shares; 2025Q2: 23,401,632 shares; 2025Q3: 25,628,182 shares; 2025Q4: 26,990,277 shares 26,990,277 $1.26B 0.35% +1,362,095 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: 937,917 shares; 2024Q4: 950,049 shares; 2025Q1: 1,020,851 shares; 2025Q2: 1,079,737 shares; 2025Q3: 1,121,217 shares; 2025Q4: 1,171,562 shares 1,171,562 $1.26B 0.34% +50,345 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: 10,572,182 shares; 2024Q4: 11,493,716 shares; 2025Q1: 12,500,373 shares; 2025Q2: 13,136,942 shares; 2025Q3: 13,241,873 shares; 2025Q4: 13,175,217 shares 13,175,217 $1.2B 0.33% -66,656 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: 15,035,281 shares; 2024Q4: 18,970,684 shares; 2025Q1: 21,067,825 shares; 2025Q2: 20,888,469 shares; 2025Q3: 24,158,554 shares; 2025Q4: 21,725,623 shares 21,725,623 $1.19B 0.33% -2,432,931 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: 7,582,923 shares; 2024Q4: 9,636,610 shares; 2025Q1: 9,936,130 shares; 2025Q2: 10,574,675 shares; 2025Q3: 10,466,931 shares; 2025Q4: 11,099,309 shares 11,099,309 $1.19B 0.33% +632,378 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: 19,767,214 shares; 2024Q4: 20,693,823 shares; 2025Q1: 21,229,420 shares; 2025Q2: 21,569,753 shares; 2025Q3: 20,454,714 shares; 2025Q4: 18,708,533 shares 18,708,533 $1.13B 0.31% -1,746,181 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: 6,377,347 shares; 2024Q4: 8,630,437 shares; 2025Q1: 11,182,842 shares; 2025Q2: 10,900,901 shares; 2025Q3: 13,538,758 shares; 2025Q4: 13,742,286 shares 13,742,286 $1.12B 0.3% +203,528 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: 4,293,248 shares; 2024Q4: 22,053,161 shares; 2025Q1: 24,607,170 shares; 2025Q2: 27,854,880 shares; 2025Q3: 31,701,940 shares; 2025Q4: 34,166,654 shares 34,166,654 $1.11B 0.3% +2,464,714 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: 11,206,561 shares; 2024Q4: 11,999,767 shares; 2025Q1: 12,792,685 shares; 2025Q2: 12,468,833 shares; 2025Q3: 12,370,100 shares; 2025Q4: 12,219,587 shares 12,219,587 $1.09B 0.3% -150,513 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: 1,434,011 shares; 2024Q4: 1,526,119 shares; 2025Q1: 8,977,710 shares; 2025Q2: 10,190,509 shares; 2025Q3: 10,527,148 shares; 2025Q4: 11,418,321 shares 11,418,321 $1.05B 0.29% +891,173 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: 4,090,639 shares; 2024Q4: 4,366,543 shares; 2025Q1: 5,260,788 shares; 2025Q2: 5,069,864 shares; 2025Q3: 5,124,536 shares; 2025Q4: 5,486,948 shares 5,486,948 $1.05B 0.29% +362,412 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: 3,714,260 shares; 2024Q4: 3,962,861 shares; 2025Q1: 4,298,916 shares; 2025Q2: 4,535,241 shares; 2025Q3: 4,987,768 shares; 2025Q4: 5,042,090 shares 5,042,090 $1.04B 0.29% +54,322 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: 2,330,719 shares; 2024Q4: 2,506,358 shares; 2025Q1: 2,647,278 shares; 2025Q2: 2,801,797 shares; 2025Q3: 2,912,171 shares; 2025Q4: 2,958,488 shares 2,958,488 $1.04B 0.28% +46,317 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: 6,671,871 shares; 2024Q4: 6,743,466 shares; 2025Q1: 6,935,385 shares; 2025Q2: 6,833,969 shares; 2025Q3: 6,435,441 shares; 2025Q4: 6,563,313 shares 6,563,313 $1.02B 0.28% +127,872 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: 3,612,385 shares; 2024Q4: 3,789,323 shares; 2025Q1: 3,826,253 shares; 2025Q2: 3,925,111 shares; 2025Q3: 3,966,099 shares; 2025Q4: 3,913,394 shares 3,913,394 $1.01B 0.28% -52,705 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: 5,172,862 shares; 2024Q4: 5,525,452 shares; 2025Q1: 6,602,552 shares; 2025Q2: 7,307,001 shares; 2025Q3: 7,679,450 shares; 2025Q4: 8,174,197 shares 8,174,197 $995M 0.27% +494,747 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: 11,172,018 shares; 2024Q4: 12,694,776 shares; 2025Q1: 15,159,206 shares; 2025Q2: 16,914,662 shares; 2025Q3: 18,161,588 shares; 2025Q4: 19,620,900 shares 19,620,900 $993M 0.27% +1,459,312 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,300,261 shares; 2024Q4: 6,806,236 shares; 2025Q1: 7,459,426 shares; 2025Q2: 7,755,412 shares; 2025Q3: 8,164,546 shares; 2025Q4: 8,851,299 shares 8,851,299 $986M 0.27% +686,753 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: 1,188,742 shares; 2024Q4: 1,325,876 shares; 2025Q1: 1,292,568 shares; 2025Q2: 1,216,227 shares; 2025Q3: 1,262,705 shares; 2025Q4: 1,301,922 shares 1,301,922 $981M 0.27% +39,217 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,399,549 shares; 2024Q4: 5,643,230 shares; 2025Q1: 5,760,304 shares; 2025Q2: 6,165,984 shares; 2025Q3: 6,474,990 shares; 2025Q4: 6,820,119 shares 6,820,119 $979M 0.27% +345,129 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: 1,743,333 shares; 2024Q4: 1,913,589 shares; 2025Q1: 1,903,252 shares; 2025Q2: 2,068,774 shares; 2025Q3: 2,404,115 shares; 2025Q4: 2,709,875 shares 2,709,875 $976M 0.27% +305,760 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,668,760 shares; 2024Q4: 9,225,156 shares; 2025Q1: 14,836,962 shares; 2025Q2: 16,186,883 shares; 2025Q3: 19,909,178 shares; 2025Q4: 23,734,177 shares 23,734,177 $955M 0.26% +3,824,999 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: 17,987,114 shares; 2024Q4: 21,935,886 shares; 2025Q1: 23,374,014 shares; 2025Q2: 23,536,432 shares; 2025Q3: 23,756,369 shares; 2025Q4: 24,892,169 shares 24,892,169 $954M 0.26% +1,135,800 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,888,967 shares; 2024Q4: 3,035,228 shares; 2025Q1: 2,970,441 shares; 2025Q2: 2,966,756 shares; 2025Q3: 3,168,038 shares; 2025Q4: 3,282,244 shares 3,282,244 $953M 0.26% +114,206 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: 4,741,032 shares; 2024Q4: 5,094,010 shares; 2025Q1: 5,253,679 shares; 2025Q2: 5,466,061 shares; 2025Q3: 6,019,015 shares; 2025Q4: 6,324,224 shares 6,324,224 $940M 0.26% +305,209 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: 1,820,759 shares; 2024Q4: 2,210,335 shares; 2025Q1: 5,362,198 shares; 2025Q2: 7,091,751 shares; 2025Q3: 9,365,574 shares; 2025Q4: 9,244,997 shares 9,244,997 $940M 0.26% -120,577 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: 818,807 shares; 2024Q4: 913,745 shares; 2025Q1: 975,377 shares; 2025Q2: 1,072,379 shares; 2025Q3: 1,082,774 shares; 2025Q4: 1,066,337 shares 1,066,337 $920M 0.25% -16,437 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: 2,394,007 shares; 2024Q4: 2,417,657 shares; 2025Q1: 2,401,110 shares; 2025Q2: 2,447,669 shares; 2025Q3: 2,447,688 shares; 2025Q4: 2,451,013 shares 2,451,013 $915M 0.25% +3,325 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,433,268 shares; 2024Q4: 1,669,507 shares; 2025Q1: 14,856,970 shares; 2025Q2: 16,610,699 shares; 2025Q3: 17,450,758 shares; 2025Q4: 18,490,336 shares 18,490,336 $915M 0.25% +1,039,578 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,738,931 shares; 2024Q4: 11,292,264 shares; 2025Q1: 9,352,667 shares; 2025Q2: 9,699,317 shares; 2025Q3: 10,290,905 shares; 2025Q4: 10,895,493 shares 10,895,493 $912M 0.25% +604,588 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: 3,293,977 shares; 2024Q4: 3,720,195 shares; 2025Q1: 3,949,393 shares; 2025Q2: 4,165,225 shares; 2025Q3: 4,201,794 shares; 2025Q4: 4,290,502 shares 4,290,502 $902M 0.25% +88,708 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: 7,743,714 shares; 2024Q4: 8,718,323 shares; 2025Q1: 10,044,254 shares; 2025Q2: 11,370,990 shares; 2025Q3: 13,112,909 shares; 2025Q4: 11,917,365 shares 11,917,365 $894M 0.24% -1,195,544 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: 3,100,520 shares; 2024Q4: 3,580,274 shares; 2025Q1: 4,257,390 shares; 2025Q2: 4,907,430 shares; 2025Q3: 5,040,999 shares; 2025Q4: 4,985,788 shares 4,985,788 $886M 0.24% -55,211 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: 12,270,433 shares; 2024Q4: 14,169,345 shares; 2025Q1: 14,926,353 shares; 2025Q2: 16,011,662 shares; 2025Q3: 16,250,043 shares; 2025Q4: 16,478,310 shares 16,478,310 $886M 0.24% +228,267 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,025,475 shares; 2024Q4: 4,236,194 shares; 2025Q1: 5,943,668 shares; 2025Q2: 7,203,964 shares; 2025Q3: 7,899,551 shares; 2025Q4: 8,796,355 shares 8,796,355 $883M 0.24% +896,804 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: 11,531,390 shares; 2024Q4: 36,314,776 shares; 2025Q1: 38,785,482 shares; 2025Q2: 39,215,993 shares; 2025Q3: 36,293,348 shares; 2025Q4: 32,153,434 shares 32,153,434 $882M 0.24% -4,139,914 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,979,085 shares; 2024Q4: 5,530,586 shares; 2025Q1: 5,842,283 shares; 2025Q2: 6,295,268 shares; 2025Q3: 6,906,457 shares; 2025Q4: 7,323,696 shares 7,323,696 $881M 0.24% +417,239 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: 2,657,804 shares; 2024Q4: 2,955,544 shares; 2025Q1: 3,172,248 shares; 2025Q2: 3,432,852 shares; 2025Q3: 3,733,393 shares; 2025Q4: 3,853,097 shares 3,853,097 $880M 0.24% +119,704 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: 8,054,339 shares; 2024Q4: 8,914,358 shares; 2025Q1: 10,851,065 shares; 2025Q2: 13,109,446 shares; 2025Q3: 14,293,858 shares; 2025Q4: 14,883,554 shares 14,883,554 $865M 0.24% +589,696 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: 619,786 shares; 2024Q4: 1,954,637 shares; 2025Q1: 1,960,110 shares; 2025Q2: 2,302,103 shares; 2025Q3: 2,639,443 shares; 2025Q4: 3,291,857 shares 3,291,857 $824M 0.23% +652,414 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: 6,254,370 shares; 2024Q4: 8,389,688 shares; 2025Q1: 9,573,685 shares; 2025Q2: 10,729,228 shares; 2025Q3: 14,072,310 shares; 2025Q4: 15,610,462 shares 15,610,462 $824M 0.23% +1,538,152 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: 1,435,157 shares; 2024Q4: 1,612,024 shares; 2025Q1: 1,595,471 shares; 2025Q2: 1,590,807 shares; 2025Q3: 1,610,809 shares; 2025Q4: 1,649,992 shares 1,649,992 $793M 0.22% +39,183 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: 17,561,504 shares; 2024Q4: 17,622,216 shares; 2025Q1: 17,658,134 shares; 2025Q2: 17,691,185 shares; 2025Q3: 17,697,942 shares; 2025Q4: 17,207,162 shares 17,207,162 $793M 0.22% -490,780 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: 1,242,778 shares; 2024Q4: 2,178,729 shares; 2025Q1: 3,579,241 shares; 2025Q2: 5,342,070 shares; 2025Q3: 6,442,003 shares; 2025Q4: 6,624,488 shares 6,624,488 $790M 0.22% +182,485 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,709,073 shares; 2025Q2: 15,594,898 shares; 2025Q3: 18,512,707 shares; 2025Q4: 20,374,968 shares 20,374,968 $786M 0.21% +1,862,261 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 299,696 shares; 2025Q2: 7,593,595 shares; 2025Q3: 19,869,469 shares; 2025Q4: 23,406,351 shares 23,406,351 $779M 0.21% +3,536,882 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: 4,150,859 shares; 2024Q4: 4,670,645 shares; 2025Q1: 4,862,738 shares; 2025Q2: 4,258,238 shares; 2025Q3: 4,814,626 shares; 2025Q4: 4,914,079 shares 4,914,079 $762M 0.21% +99,453 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: 503,852 shares; 2024Q4: 596,785 shares; 2025Q1: 679,661 shares; 2025Q2: 777,459 shares; 2025Q3: 814,725 shares; 2025Q4: 8,010,577 shares 8,010,577 $751M 0.21% +7,195,852 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: 1,529,906 shares; 2024Q4: 1,695,998 shares; 2025Q1: 1,816,074 shares; 2025Q2: 1,960,949 shares; 2025Q3: 2,150,901 shares; 2025Q4: 2,169,623 shares 2,169,623 $747M 0.2% +18,722 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,201,636 shares; 2024Q4: 12,880,512 shares; 2025Q1: 13,097,106 shares; 2025Q2: 12,667,377 shares; 2025Q3: 12,670,561 shares; 2025Q4: 12,844,472 shares 12,844,472 $744M 0.2% +173,911 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,644,278 shares; 2024Q4: 10,086,404 shares; 2025Q1: 10,706,453 shares; 2025Q2: 11,653,686 shares; 2025Q3: 13,828,183 shares; 2025Q4: 15,587,049 shares 15,587,049 $730M 0.2% +1,758,866 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: 4,133,439 shares; 2024Q4: 5,111,322 shares; 2025Q1: 5,335,760 shares; 2025Q2: 5,416,010 shares; 2025Q3: 3,601,849 shares; 2025Q4: 3,591,793 shares 3,591,793 $717M 0.2% -10,056 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: 7,373,549 shares; 2024Q4: 7,542,669 shares; 2025Q1: 7,664,395 shares; 2025Q2: 8,139,650 shares; 2025Q3: 8,077,533 shares; 2025Q4: 7,679,621 shares 7,679,621 $710M 0.19% -397,912 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: 5,984,602 shares; 2024Q4: 8,093,718 shares; 2025Q1: 8,987,115 shares; 2025Q2: 10,820,984 shares; 2025Q3: 13,723,415 shares; 2025Q4: 17,374,371 shares 17,374,371 $710M 0.19% +3,650,956 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: 1,477,176 shares; 2024Q4: 2,243,401 shares; 2025Q1: 4,523,594 shares; 2025Q2: 7,155,369 shares; 2025Q3: 8,518,793 shares; 2025Q4: 13,119,154 shares 13,119,154 $709M 0.19% +4,600,361 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,745,074 shares; 2024Q4: 18,164,170 shares; 2025Q1: 17,359,776 shares; 2025Q2: 17,435,874 shares; 2025Q3: 17,499,479 shares; 2025Q4: 17,742,346 shares 17,742,346 $702M 0.19% +242,867 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: 7,979,467 shares; 2024Q4: 9,775,057 shares; 2025Q1: 10,622,082 shares; 2025Q2: 10,803,253 shares; 2025Q3: 10,697,695 shares; 2025Q4: 11,554,356 shares 11,554,356 $685M 0.19% +856,661 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,719,643 shares; 2024Q4: 8,400,977 shares; 2025Q1: 8,170,141 shares; 2025Q2: 8,123,840 shares; 2025Q3: 8,271,397 shares; 2025Q4: 8,301,805 shares 8,301,805 $685M 0.19% +30,408 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: 7,877,723 shares; 2024Q4: 7,285,775 shares; 2025Q1: 6,986,164 shares; 2025Q2: 6,560,799 shares; 2025Q3: 6,402,685 shares; 2025Q4: 6,583,657 shares 6,583,657 $682M 0.19% +180,972 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: 973,776 shares; 2024Q4: 1,113,861 shares; 2025Q1: 1,111,205 shares; 2025Q2: 1,491,383 shares; 2025Q3: 2,827,371 shares; 2025Q4: 3,152,397 shares 3,152,397 $677M 0.19% +325,026 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: 3,464,953 shares; 2024Q4: 3,997,747 shares; 2025Q1: 4,111,859 shares; 2025Q2: 4,800,717 shares; 2025Q3: 5,027,810 shares; 2025Q4: 5,870,899 shares 5,870,899 $672M 0.18% +843,089 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,113,419 shares; 2024Q4: 6,940,942 shares; 2025Q1: 10,234,101 shares; 2025Q2: 11,396,548 shares; 2025Q3: 12,867,373 shares; 2025Q4: 13,272,736 shares 13,272,736 $671M 0.18% +405,363 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: 1,883,035 shares; 2024Q4: 2,212,667 shares; 2025Q1: 2,182,703 shares; 2025Q2: 2,196,699 shares; 2025Q3: 2,388,164 shares; 2025Q4: 2,390,619 shares 2,390,619 $662M 0.18% +2,455 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: 5,624,545 shares; 2024Q4: 5,587,569 shares; 2025Q1: 5,841,413 shares; 2025Q2: 7,207,846 shares; 2025Q3: 7,360,844 shares; 2025Q4: 15,178,321 shares 15,178,321 $648M 0.18% +7,817,477 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: 12,903,153 shares; 2024Q4: 12,607,792 shares; 2025Q1: 12,794,277 shares; 2025Q2: 15,587,844 shares; 2025Q3: 14,276,062 shares; 2025Q4: 12,854,447 shares 12,854,447 $647M 0.18% -1,421,615 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: 2,544,590 shares; 2024Q4: 3,643,903 shares; 2025Q1: 4,413,268 shares; 2025Q2: 5,512,288 shares; 2025Q3: 6,037,919 shares; 2025Q4: 6,922,629 shares 6,922,629 $642M 0.18% +884,710 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: 3,147,686 shares; 2024Q4: 3,338,108 shares; 2025Q1: 3,553,406 shares; 2025Q2: 3,663,352 shares; 2025Q3: 4,098,910 shares; 2025Q4: 4,134,009 shares 4,134,009 $630M 0.17% +35,099 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,691,450 shares; 2024Q4: 5,232,823 shares; 2025Q1: 5,516,259 shares; 2025Q2: 6,439,543 shares; 2025Q3: 6,092,499 shares; 2025Q4: 5,245,435 shares 5,245,435 $617M 0.17% -847,064 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: 1,149,145 shares; 2024Q4: 1,296,738 shares; 2025Q1: 1,466,059 shares; 2025Q2: 1,645,542 shares; 2025Q3: 1,857,847 shares; 2025Q4: 2,029,314 shares 2,029,314 $617M 0.17% +171,467 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: 26,224,086 shares; 2024Q4: 25,684,190 shares; 2025Q1: 23,043,191 shares; 2025Q2: 22,164,478 shares; 2025Q3: 21,969,572 shares; 2025Q4: 23,515,369 shares 23,515,369 $606M 0.17% +1,545,797 Timeline IGF 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: 130,862 shares; 2024Q4: 151,811 shares; 2025Q1: 8,233,568 shares; 2025Q2: 9,044,618 shares; 2025Q3: 9,466,785 shares; 2025Q4: 9,787,317 shares 9,787,317 $601M 0.16% +320,532 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,238,400 shares; 2024Q4: 1,315,289 shares; 2025Q1: 1,408,140 shares; 2025Q2: 1,666,137 shares; 2025Q3: 1,860,246 shares; 2025Q4: 2,008,933 shares 2,008,933 $595M 0.16% +148,687 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: 5,357,623 shares; 2024Q4: 5,685,914 shares; 2025Q1: 5,876,594 shares; 2025Q2: 6,313,739 shares; 2025Q3: 6,547,026 shares; 2025Q4: 6,288,665 shares 6,288,665 $592M 0.16% -258,361 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,607,202 shares; 2024Q4: 5,292,538 shares; 2025Q1: 9,379,977 shares; 2025Q2: 12,296,282 shares; 2025Q3: 17,063,864 shares; 2025Q4: 22,259,688 shares 22,259,688 $590M 0.16% +5,195,824 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: 879,638 shares; 2024Q4: 909,922 shares; 2025Q1: 940,372 shares; 2025Q2: 986,421 shares; 2025Q3: 983,209 shares; 2025Q4: 1,023,220 shares 1,023,220 $586M 0.16% +40,011 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: 801,782 shares; 2024Q4: 802,545 shares; 2025Q1: 830,953 shares; 2025Q2: 901,428 shares; 2025Q3: 959,356 shares; 2025Q4: 1,026,091 shares 1,026,091 $586M 0.16% +66,735 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: 7,090,455 shares; 2024Q4: 7,187,325 shares; 2025Q1: 6,730,761 shares; 2025Q2: 6,635,128 shares; 2025Q3: 6,444,613 shares; 2025Q4: 12,874,212 shares 12,874,212 $576M 0.16% +6,429,599 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: 8,560,709 shares; 2024Q4: 9,269,354 shares; 2025Q1: 9,249,695 shares; 2025Q2: 10,542,980 shares; 2025Q3: 11,610,612 shares; 2025Q4: 11,511,063 shares 11,511,063 $575M 0.16% -99,549 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,127,615 shares; 2024Q4: 3,291,160 shares; 2025Q1: 3,549,612 shares; 2025Q2: 3,745,309 shares; 2025Q3: 4,011,285 shares; 2025Q4: 4,001,999 shares 4,001,999 $574M 0.16% -9,286 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: 4,816,147 shares; 2024Q4: 7,155,924 shares; 2025Q1: 8,790,070 shares; 2025Q2: 10,728,693 shares; 2025Q3: 12,959,194 shares; 2025Q4: 14,929,038 shares 14,929,038 $571M 0.16% +1,969,844 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: 3,695,552 shares; 2024Q4: 3,956,333 shares; 2025Q1: 4,212,629 shares; 2025Q2: 5,032,750 shares; 2025Q3: 5,518,762 shares; 2025Q4: 5,871,361 shares 5,871,361 $564M 0.15% +352,599 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: 5,625,799 shares; 2024Q4: 6,869,717 shares; 2025Q1: 7,832,370 shares; 2025Q2: 7,860,582 shares; 2025Q3: 8,896,990 shares; 2025Q4: 8,748,745 shares 8,748,745 $564M 0.15% -148,245 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,121,925 shares; 2024Q4: 5,359,732 shares; 2025Q1: 5,493,438 shares; 2025Q2: 5,731,534 shares; 2025Q3: 5,637,216 shares; 2025Q4: 5,951,529 shares 5,951,529 $562M 0.15% +314,313 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: 3,863,012 shares; 2024Q4: 4,143,976 shares; 2025Q1: 4,386,459 shares; 2025Q2: 4,883,120 shares; 2025Q3: 5,109,931 shares; 2025Q4: 5,475,239 shares 5,475,239 $558M 0.15% +365,308 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: 6,156,917 shares; 2024Q4: 6,876,078 shares; 2025Q1: 9,494,864 shares; 2025Q2: 9,377,403 shares; 2025Q3: 10,278,642 shares; 2025Q4: 11,148,152 shares 11,148,152 $553M 0.15% +869,510 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: 8,454,951 shares; 2024Q4: 9,111,719 shares; 2025Q1: 10,740,662 shares; 2025Q2: 11,850,795 shares; 2025Q3: 12,205,749 shares; 2025Q4: 12,408,286 shares 12,408,286 $550M 0.15% +202,537 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: 7,537,606 shares; 2024Q4: 9,390,490 shares; 2025Q1: 9,309,943 shares; 2025Q2: 10,140,088 shares; 2025Q3: 10,902,098 shares; 2025Q4: 11,310,004 shares 11,310,004 $546M 0.15% +407,906 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: 6,009,935 shares; 2024Q4: 7,059,963 shares; 2025Q1: 6,302,475 shares; 2025Q2: 6,747,834 shares; 2025Q3: 6,912,196 shares; 2025Q4: 6,827,379 shares 6,827,379 $538M 0.15% -84,817 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: 5,490,411 shares; 2024Q4: 8,521,216 shares; 2025Q1: 12,405,221 shares; 2025Q2: 14,741,294 shares; 2025Q3: 18,964,709 shares; 2025Q4: 23,722,685 shares 23,722,685 $537M 0.15% +4,757,976 Timeline FTSM 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: 8,368,518 shares; 2024Q4: 8,859,290 shares; 2025Q1: 9,141,990 shares; 2025Q2: 9,091,917 shares; 2025Q3: 9,374,551 shares; 2025Q4: 8,899,825 shares 8,899,825 $533M 0.15% -474,726 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: 5,536,840 shares; 2024Q4: 6,745,848 shares; 2025Q1: 9,035,420 shares; 2025Q2: 11,152,596 shares; 2025Q3: 13,110,723 shares; 2025Q4: 15,068,808 shares 15,068,808 $522M 0.14% +1,958,085 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: 6,658,791 shares; 2024Q4: 6,437,556 shares; 2025Q1: 6,855,478 shares; 2025Q2: 6,818,324 shares; 2025Q3: 6,616,586 shares; 2025Q4: 6,297,662 shares 6,297,662 $522M 0.14% -318,924 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: 1,497,185 shares; 2024Q4: 1,521,746 shares; 2025Q1: 5,152,916 shares; 2025Q2: 5,312,251 shares; 2025Q3: 5,512,449 shares; 2025Q4: 5,653,562 shares 5,653,562 $514M 0.14% +141,113 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: 1,681,325 shares; 2024Q4: 1,818,264 shares; 2025Q1: 2,137,801 shares; 2025Q2: 2,331,996 shares; 2025Q3: 2,450,705 shares; 2025Q4: 2,365,398 shares 2,365,398 $507M 0.14% -85,307 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: 3,531,829 shares; 2024Q4: 3,702,913 shares; 2025Q1: 4,376,591 shares; 2025Q2: 4,497,152 shares; 2025Q3: 4,653,586 shares; 2025Q4: 5,170,220 shares 5,170,220 $497M 0.14% +516,634 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: 1,011,782 shares; 2024Q4: 1,194,867 shares; 2025Q1: 1,027,584 shares; 2025Q2: 8,095,089 shares; 2025Q3: 9,166,041 shares; 2025Q4: 9,875,935 shares 9,875,935 $494M 0.14% +709,894 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: 4,330,067 shares; 2024Q4: 4,527,548 shares; 2025Q1: 4,950,405 shares; 2025Q2: 5,370,258 shares; 2025Q3: 6,181,490 shares; 2025Q4: 6,388,750 shares 6,388,750 $492M 0.13% +207,260 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,062,117 shares; 2024Q4: 8,813,789 shares; 2025Q1: 9,923,235 shares; 2025Q2: 9,994,024 shares; 2025Q3: 9,581,257 shares; 2025Q4: 9,819,617 shares 9,819,617 $490M 0.13% +238,360 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: 1,612,950 shares; 2024Q4: 1,839,085 shares; 2025Q1: 2,007,023 shares; 2025Q2: 2,140,108 shares; 2025Q3: 2,255,380 shares; 2025Q4: 2,511,030 shares 2,511,030 $489M 0.13% +255,650 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: 944,289 shares; 2024Q4: 1,080,875 shares; 2025Q1: 1,033,098 shares; 2025Q2: 1,102,761 shares; 2025Q3: 1,168,718 shares; 2025Q4: 1,173,852 shares 1,173,852 $485M 0.13% +5,134 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: 6,561,826 shares; 2024Q4: 7,027,877 shares; 2025Q1: 7,517,996 shares; 2025Q2: 8,173,744 shares; 2025Q3: 8,580,156 shares; 2025Q4: 8,796,814 shares 8,796,814 $484M 0.13% +216,658 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,442,892 shares; 2024Q4: 4,114,921 shares; 2025Q1: 7,635,991 shares; 2025Q2: 9,367,594 shares; 2025Q3: 11,030,642 shares; 2025Q4: 12,280,049 shares 12,280,049 $484M 0.13% +1,249,407 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: 2,159,217 shares; 2024Q4: 2,266,182 shares; 2025Q1: 2,283,455 shares; 2025Q2: 2,416,638 shares; 2025Q3: 2,508,181 shares; 2025Q4: 2,629,351 shares 2,629,351 $482M 0.13% +121,170 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,173,859 shares; 2024Q4: 1,247,378 shares; 2025Q1: 1,311,971 shares; 2025Q2: 1,368,030 shares; 2025Q3: 1,511,063 shares; 2025Q4: 1,574,007 shares 1,574,007 $481M 0.13% +62,944 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: 1,744,946 shares; 2024Q4: 2,679,516 shares; 2025Q1: 2,685,101 shares; 2025Q2: 2,808,790 shares; 2025Q3: 3,117,056 shares; 2025Q4: 3,472,670 shares 3,472,670 $481M 0.13% +355,614 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: 4,960,121 shares; 2024Q4: 5,341,244 shares; 2025Q1: 5,192,398 shares; 2025Q2: 4,914,604 shares; 2025Q3: 4,950,085 shares; 2025Q4: 4,622,130 shares 4,622,130 $473M 0.13% -327,955 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: 4,990,070 shares; 2024Q4: 5,411,784 shares; 2025Q1: 5,957,028 shares; 2025Q2: 6,410,501 shares; 2025Q3: 7,497,658 shares; 2025Q4: 9,135,043 shares 9,135,043 $459M 0.13% +1,637,385 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,088,143 shares; 2024Q4: 13,264,447 shares; 2025Q1: 15,416,905 shares; 2025Q2: 16,282,417 shares; 2025Q3: 18,264,388 shares; 2025Q4: 20,238,970 shares 20,238,970 $454M 0.12% +1,974,582 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: 842,223 shares; 2024Q4: 918,344 shares; 2025Q1: 1,048,943 shares; 2025Q2: 1,133,081 shares; 2025Q3: 1,295,702 shares; 2025Q4: 1,466,457 shares 1,466,457 $452M 0.12% +170,755 Timeline AIRR 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: 1,859,927 shares; 2024Q4: 2,654,421 shares; 2025Q1: 3,354,942 shares; 2025Q2: 3,382,662 shares; 2025Q3: 4,079,879 shares; 2025Q4: 4,570,226 shares 4,570,226 $449M 0.12% +490,347 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: 2,594,688 shares; 2024Q4: 2,831,430 shares; 2025Q1: 3,877,878 shares; 2025Q2: 4,972,206 shares; 2025Q3: 5,731,202 shares; 2025Q4: 6,262,663 shares 6,262,663 $449M 0.12% +531,461 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: 2,776,806 shares; 2024Q4: 3,063,454 shares; 2025Q1: 3,014,735 shares; 2025Q2: 4,051,112 shares; 2025Q3: 5,759,697 shares; 2025Q4: 5,936,698 shares 5,936,698 $445M 0.12% +177,001 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: 2,513,280 shares; 2024Q4: 3,787,433 shares; 2025Q1: 5,504,865 shares; 2025Q2: 7,448,979 shares; 2025Q3: 9,848,897 shares; 2025Q4: 12,575,716 shares 12,575,716 $444M 0.12% +2,726,819 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: 2,321,334 shares; 2024Q4: 2,267,691 shares; 2025Q1: 2,503,284 shares; 2025Q2: 3,433,162 shares; 2025Q3: 3,821,433 shares; 2025Q4: 4,679,506 shares 4,679,506 $441M 0.12% +858,073 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: 2,784,376 shares; 2024Q4: 3,379,362 shares; 2025Q1: 4,233,946 shares; 2025Q2: 5,601,181 shares; 2025Q3: 7,499,670 shares; 2025Q4: 9,387,074 shares 9,387,074 $432M 0.12% +1,887,404 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: 309,347 shares; 2024Q4: 355,934 shares; 2025Q1: 408,472 shares; 2025Q2: 434,293 shares; 2025Q3: 466,141 shares; 2025Q4: 483,882 shares 483,882 $425M 0.12% +17,741 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: 3,199,738 shares; 2024Q4: 5,445,346 shares; 2025Q1: 8,175,108 shares; 2025Q2: 9,943,155 shares; 2025Q3: 11,750,584 shares; 2025Q4: 15,366,839 shares 15,366,839 $424M 0.12% +3,616,255 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,367,303 shares; 2025Q4: 16,546,186 shares 16,546,186 $424M 0.12% +1,178,883 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: 2,802,693 shares; 2024Q4: 2,861,694 shares; 2025Q1: 2,762,025 shares; 2025Q2: 3,011,061 shares; 2025Q3: 3,031,473 shares; 2025Q4: 3,028,994 shares 3,028,994 $422M 0.12% -2,479 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: 2,599,192 shares; 2024Q4: 3,102,280 shares; 2025Q1: 3,414,796 shares; 2025Q2: 3,331,751 shares; 2025Q3: 3,947,833 shares; 2025Q4: 3,819,605 shares 3,819,605 $421M 0.12% -128,228 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: 2,067,129 shares; 2024Q4: 2,213,298 shares; 2025Q1: 2,326,450 shares; 2025Q2: 2,349,573 shares; 2025Q3: 2,609,361 shares; 2025Q4: 2,618,016 shares 2,618,016 $420M 0.11% +8,655 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,816,097 shares; 2024Q4: 2,848,039 shares; 2025Q1: 2,900,331 shares; 2025Q2: 3,006,474 shares; 2025Q3: 3,068,314 shares; 2025Q4: 3,163,844 shares 3,163,844 $419M 0.11% +95,530 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: 3,333,428 shares; 2024Q4: 3,687,276 shares; 2025Q1: 4,147,552 shares; 2025Q2: 4,859,814 shares; 2025Q3: 5,379,159 shares; 2025Q4: 5,810,145 shares 5,810,145 $415M 0.11% +430,986 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,148,867 shares; 2024Q4: 4,340,579 shares; 2025Q1: 4,916,078 shares; 2025Q2: 5,145,891 shares; 2025Q3: 5,769,559 shares; 2025Q4: 5,930,442 shares 5,930,442 $415M 0.11% +160,883 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: 5,776,592 shares; 2024Q4: 6,035,096 shares; 2025Q1: 4,377,870 shares; 2025Q2: 4,711,145 shares; 2025Q3: 4,815,087 shares; 2025Q4: 4,709,103 shares 4,709,103 $410M 0.11% -105,984 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: 2,358,335 shares; 2024Q4: 3,866,749 shares; 2025Q1: 7,146,522 shares; 2025Q2: 9,010,365 shares; 2025Q3: 11,484,722 shares; 2025Q4: 13,849,090 shares 13,849,090 $409M 0.11% +2,364,368 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: 895,944 shares; 2024Q4: 985,704 shares; 2025Q1: 1,049,652 shares; 2025Q2: 1,260,890 shares; 2025Q3: 1,299,448 shares; 2025Q4: 1,236,927 shares 1,236,927 $408M 0.11% -62,521 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: 2,342,867 shares; 2024Q4: 2,990,051 shares; 2025Q1: 3,580,510 shares; 2025Q2: 3,837,339 shares; 2025Q3: 4,072,993 shares; 2025Q4: 4,064,348 shares 4,064,348 $408M 0.11% -8,645 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: 7,488,172 shares; 2024Q4: 7,896,150 shares; 2025Q1: 7,994,580 shares; 2025Q2: 8,737,724 shares; 2025Q3: 10,041,913 shares; 2025Q4: 9,943,079 shares 9,943,079 $405M 0.11% -98,834 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: 1,218,006 shares; 2024Q4: 1,795,698 shares; 2025Q1: 1,683,999 shares; 2025Q2: 1,480,184 shares; 2025Q3: 1,691,225 shares; 2025Q4: 3,377,676 shares 3,377,676 $403M 0.11% +1,686,451 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: 3,868,222 shares; 2024Q4: 4,536,942 shares; 2025Q1: 4,494,250 shares; 2025Q2: 4,821,371 shares; 2025Q3: 4,989,222 shares; 2025Q4: 5,155,499 shares 5,155,499 $402M 0.11% +166,277 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,800,910 shares; 2024Q4: 5,296,295 shares; 2025Q1: 26,769,795 shares; 2025Q2: 28,508,595 shares; 2025Q3: 30,345,354 shares; 2025Q4: 30,263,619 shares 30,263,619 $401M 0.11% -81,735 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: 2,165,316 shares; 2024Q4: 4,107,280 shares; 2025Q1: 5,799,134 shares; 2025Q2: 8,737,325 shares; 2025Q3: 10,856,136 shares; 2025Q4: 14,584,034 shares 14,584,034 $389M 0.11% +3,727,898 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: 751,945 shares; 2024Q4: 827,342 shares; 2025Q1: 903,878 shares; 2025Q2: 1,000,861 shares; 2025Q3: 1,141,964 shares; 2025Q4: 1,183,152 shares 1,183,152 $387M 0.11% +41,188 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,215,723 shares; 2024Q4: 2,393,095 shares; 2025Q1: 2,806,216 shares; 2025Q2: 2,804,857 shares; 2025Q3: 2,969,976 shares; 2025Q4: 3,102,383 shares 3,102,383 $383M 0.1% +132,407 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: 2,858,482 shares; 2024Q4: 3,203,995 shares; 2025Q1: 3,237,518 shares; 2025Q2: 3,312,117 shares; 2025Q3: 3,372,059 shares; 2025Q4: 3,555,998 shares 3,555,998 $374M 0.1% +183,939 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: 3,123,457 shares; 2024Q4: 4,073,970 shares; 2025Q1: 6,396,666 shares; 2025Q2: 7,923,349 shares; 2025Q3: 8,578,955 shares; 2025Q4: 9,973,522 shares 9,973,522 $367M 0.1% +1,394,567 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: 699,354 shares; 2024Q4: 734,517 shares; 2025Q1: 926,139 shares; 2025Q2: 1,009,080 shares; 2025Q3: 1,160,290 shares; 2025Q4: 1,283,898 shares 1,283,898 $366M 0.1% +123,608 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: 2,088,553 shares; 2024Q4: 2,934,482 shares; 2025Q1: 3,119,862 shares; 2025Q2: 3,473,429 shares; 2025Q3: 3,730,560 shares; 2025Q4: 4,316,974 shares 4,316,974 $365M 0.1% +586,414 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: 5,584,797 shares; 2024Q4: 6,776,463 shares; 2025Q1: 6,854,471 shares; 2025Q2: 6,997,512 shares; 2025Q3: 7,287,974 shares; 2025Q4: 7,627,988 shares 7,627,988 $365M 0.1% +340,014 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,814,140 shares; 2024Q4: 2,154,407 shares; 2025Q1: 2,298,746 shares; 2025Q2: 2,368,998 shares; 2025Q3: 2,455,158 shares; 2025Q4: 2,616,494 shares 2,616,494 $358M 0.1% +161,336 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,247,660 shares; 2024Q4: 2,571,571 shares; 2025Q1: 2,870,518 shares; 2025Q2: 3,276,982 shares; 2025Q3: 3,631,527 shares; 2025Q4: 3,593,920 shares 3,593,920 $357M 0.1% -37,607 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: 2,236,027 shares; 2024Q4: 2,379,555 shares; 2025Q1: 2,481,595 shares; 2025Q2: 2,763,314 shares; 2025Q3: 2,820,114 shares; 2025Q4: 2,931,967 shares 2,931,967 $357M 0.1% +111,853 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: 570,221 shares; 2024Q4: 610,148 shares; 2025Q1: 621,755 shares; 2025Q2: 661,207 shares; 2025Q3: 716,216 shares; 2025Q4: 729,059 shares 729,059 $353M 0.1% +12,843 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: 1,844,337 shares; 2024Q4: 1,996,931 shares; 2025Q1: 2,152,292 shares; 2025Q2: 2,267,987 shares; 2025Q3: 2,390,334 shares; 2025Q4: 2,455,463 shares 2,455,463 $352M 0.1% +65,129 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 935,552 shares; 2024Q4: 1,838,464 shares; 2025Q1: 2,200,888 shares; 2025Q2: 2,758,206 shares; 2025Q3: 4,504,862 shares; 2025Q4: 6,160,630 shares 6,160,630 $349M 0.1% +1,655,768 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: 655,853 shares; 2024Q4: 1,502,123 shares; 2025Q1: 1,523,018 shares; 2025Q2: 1,660,275 shares; 2025Q3: 1,848,984 shares; 2025Q4: 1,874,969 shares 1,874,969 $345M 0.09% +25,985 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: 1,054,723 shares; 2024Q4: 1,421,055 shares; 2025Q1: 2,737,036 shares; 2025Q2: 5,565,635 shares; 2025Q3: 7,721,601 shares; 2025Q4: 9,651,113 shares 9,651,113 $344M 0.09% +1,929,512 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: 1,656,079 shares; 2024Q4: 1,879,615 shares; 2025Q1: 1,929,977 shares; 2025Q2: 2,017,525 shares; 2025Q3: 1,943,688 shares; 2025Q4: 1,929,475 shares 1,929,475 $343M 0.09% -14,213 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: 639,199 shares; 2024Q4: 692,618 shares; 2025Q1: 715,294 shares; 2025Q2: 770,434 shares; 2025Q3: 836,579 shares; 2025Q4: 921,908 shares 921,908 $341M 0.09% +85,329 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: 5,588,716 shares; 2024Q4: 5,273,176 shares; 2025Q1: 6,248,282 shares; 2025Q2: 6,082,216 shares; 2025Q3: 6,329,752 shares; 2025Q4: 6,756,367 shares 6,756,367 $341M 0.09% +426,615 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: 932,159 shares; 2024Q4: 1,067,313 shares; 2025Q1: 1,282,293 shares; 2025Q2: 1,353,115 shares; 2025Q3: 1,382,642 shares; 2025Q4: 1,282,760 shares 1,282,760 $340M 0.09% -99,882 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: 2,613,866 shares; 2024Q4: 2,641,941 shares; 2025Q1: 2,992,592 shares; 2025Q2: 3,049,642 shares; 2025Q3: 3,206,867 shares; 2025Q4: 3,520,066 shares 3,520,066 $339M 0.09% +313,199 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,787,257 shares; 2024Q4: 1,907,963 shares; 2025Q1: 2,126,145 shares; 2025Q2: 2,153,540 shares; 2025Q3: 2,583,945 shares; 2025Q4: 3,063,342 shares 3,063,342 $337M 0.09% +479,397 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: 2,617,704 shares; 2024Q4: 3,012,718 shares; 2025Q1: 3,115,295 shares; 2025Q2: 3,407,876 shares; 2025Q3: 4,023,281 shares; 2025Q4: 4,448,156 shares 4,448,156 $336M 0.09% +424,875 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,791,328 shares; 2024Q4: 5,511,892 shares; 2025Q1: 6,181,267 shares; 2025Q2: 6,627,311 shares; 2025Q3: 7,152,887 shares; 2025Q4: 7,447,779 shares 7,447,779 $331M 0.09% +294,892 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: 10,001,242 shares; 2024Q4: 9,977,003 shares; 2025Q1: 10,510,766 shares; 2025Q2: 11,451,523 shares; 2025Q3: 12,138,255 shares; 2025Q4: 13,269,480 shares 13,269,480 $330M 0.09% +1,131,225 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: 3,135,520 shares; 2024Q4: 3,202,566 shares; 2025Q1: 3,157,733 shares; 2025Q2: 3,264,227 shares; 2025Q3: 3,205,737 shares; 2025Q4: 3,116,650 shares 3,116,650 $324M 0.09% -89,087 Timeline PTLC 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: 3,237,972 shares; 2024Q4: 3,487,182 shares; 2025Q1: 4,819,492 shares; 2025Q2: 5,551,221 shares; 2025Q3: 5,782,072 shares; 2025Q4: 5,784,151 shares 5,784,151 $321M 0.09% +2,079 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,011,941 shares; 2024Q4: 10,389,606 shares; 2025Q1: 10,667,377 shares; 2025Q2: 9,381,946 shares; 2025Q3: 9,905,048 shares; 2025Q4: 12,110,309 shares 12,110,309 $321M 0.09% +2,205,261 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: 2,966,471 shares; 2024Q4: 3,095,148 shares; 2025Q1: 3,373,237 shares; 2025Q2: 3,684,376 shares; 2025Q3: 3,802,921 shares; 2025Q4: 3,978,657 shares 3,978,657 $319M 0.09% +175,736 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: 1,070,709 shares; 2024Q4: 1,121,998 shares; 2025Q1: 1,173,009 shares; 2025Q2: 1,213,091 shares; 2025Q3: 1,321,975 shares; 2025Q4: 1,371,839 shares 1,371,839 $317M 0.09% +49,864 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: 3,369,766 shares; 2024Q4: 3,595,006 shares; 2025Q1: 4,092,725 shares; 2025Q2: 4,187,058 shares; 2025Q3: 4,075,119 shares; 2025Q4: 4,062,381 shares 4,062,381 $316M 0.09% -12,738 Timeline DLN 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: 2,710,278 shares; 2024Q4: 2,964,255 shares; 2025Q1: 3,459,506 shares; 2025Q2: 3,249,447 shares; 2025Q3: 3,475,573 shares; 2025Q4: 3,575,342 shares 3,575,342 $315M 0.09% +99,769 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: 765,304 shares; 2024Q4: 786,645 shares; 2025Q1: 843,995 shares; 2025Q2: 1,020,400 shares; 2025Q3: 1,022,745 shares; 2025Q4: 1,041,783 shares 1,041,783 $314M 0.09% +19,038 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,430,365 shares; 2024Q4: 8,449,335 shares; 2025Q1: 7,352,408 shares; 2025Q2: 6,410,307 shares; 2025Q3: 6,464,074 shares; 2025Q4: 7,076,780 shares 7,076,780 $314M 0.09% +612,706 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: 429,521 shares; 2024Q4: 456,821 shares; 2025Q1: 551,390 shares; 2025Q2: 643,028 shares; 2025Q3: 629,525 shares; 2025Q4: 664,356 shares 664,356 $311M 0.09% +34,831 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: 1,032,922 shares; 2024Q4: 1,190,664 shares; 2025Q1: 1,202,709 shares; 2025Q2: 1,136,777 shares; 2025Q3: 1,218,165 shares; 2025Q4: 1,286,887 shares 1,286,887 $310M 0.08% +68,722 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: 11,876,712 shares; 2024Q4: 13,028,056 shares; 2025Q1: 14,362,757 shares; 2025Q2: 13,848,675 shares; 2025Q3: 14,184,059 shares; 2025Q4: 16,820,824 shares 16,820,824 $306M 0.08% +2,636,765 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,319,218 shares; 2024Q4: 11,963,596 shares; 2025Q1: 12,416,312 shares; 2025Q2: 11,116,589 shares; 2025Q3: 10,650,535 shares; 2025Q4: 12,160,045 shares 12,160,045 $306M 0.08% +1,509,510 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,230,640 shares; 2024Q4: 1,287,839 shares; 2025Q1: 1,389,827 shares; 2025Q2: 1,436,793 shares; 2025Q3: 1,430,106 shares; 2025Q4: 1,438,715 shares 1,438,715 $305M 0.08% +8,609 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: 3,975,803 shares; 2024Q4: 3,513,466 shares; 2025Q1: 3,594,251 shares; 2025Q2: 3,195,082 shares; 2025Q3: 3,570,404 shares; 2025Q4: 3,500,316 shares 3,500,316 $300M 0.08% -70,088 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,180,600 shares; 2024Q4: 6,047,503 shares; 2025Q1: 5,915,853 shares; 2025Q2: 6,104,824 shares; 2025Q3: 6,154,440 shares; 2025Q4: 6,291,178 shares 6,291,178 $296M 0.08% +136,738 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: 3,539,316 shares; 2024Q4: 3,726,426 shares; 2025Q1: 4,388,159 shares; 2025Q2: 4,589,457 shares; 2025Q3: 5,198,431 shares; 2025Q4: 4,681,419 shares 4,681,419 $296M 0.08% -517,012 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: 888,355 shares; 2024Q4: 957,484 shares; 2025Q1: 1,027,315 shares; 2025Q2: 1,191,600 shares; 2025Q3: 1,256,431 shares; 2025Q4: 1,359,689 shares 1,359,689 $295M 0.08% +103,258 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: 1,785,428 shares; 2024Q4: 1,749,286 shares; 2025Q1: 1,893,539 shares; 2025Q2: 1,874,374 shares; 2025Q3: 2,203,954 shares; 2025Q4: 2,454,299 shares 2,454,299 $293M 0.08% +250,345 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,039,488 shares; 2024Q4: 4,142,278 shares; 2025Q1: 4,333,078 shares; 2025Q2: 4,590,149 shares; 2025Q3: 4,620,863 shares; 2025Q4: 4,676,742 shares 4,676,742 $291M 0.08% +55,879 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: 9,400,282 shares; 2024Q4: 10,152,877 shares; 2025Q1: 10,276,324 shares; 2025Q2: 11,172,145 shares; 2025Q3: 11,645,675 shares; 2025Q4: 11,650,757 shares 11,650,757 $289M 0.08% +5,082 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: 238,386 shares; 2024Q4: 201,021 shares; 2025Q1: 221,399 shares; 2025Q2: 305,122 shares; 2025Q3: 341,181 shares; 2025Q4: 441,968 shares 441,968 $289M 0.08% +100,787 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: 1,217,799 shares; 2024Q4: 1,337,721 shares; 2025Q1: 1,471,607 shares; 2025Q2: 2,003,931 shares; 2025Q3: 2,679,552 shares; 2025Q4: 3,740,586 shares 3,740,586 $288M 0.08% +1,061,034 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,526,715 shares; 2024Q4: 6,248,092 shares; 2025Q1: 7,846,867 shares; 2025Q2: 8,066,365 shares; 2025Q3: 9,328,037 shares; 2025Q4: 10,197,399 shares 10,197,399 $288M 0.08% +869,362 Timeline STIP 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: 1,463,439 shares; 2024Q4: 1,538,970 shares; 2025Q1: 1,604,696 shares; 2025Q2: 2,883,812 shares; 2025Q3: 3,320,533 shares; 2025Q4: 2,803,155 shares 2,803,155 $287M 0.08% -517,378 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,994,903 shares; 2025Q4: 11,561,985 shares 11,561,985 $287M 0.08% +1,567,082 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: 1,286,536 shares; 2024Q4: 1,375,976 shares; 2025Q1: 1,536,036 shares; 2025Q2: 1,581,953 shares; 2025Q3: 1,565,301 shares; 2025Q4: 1,674,646 shares 1,674,646 $286M 0.08% +109,345 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,226,485 shares; 2024Q4: 1,405,594 shares; 2025Q1: 1,970,173 shares; 2025Q2: 2,958,356 shares; 2025Q3: 3,728,876 shares; 2025Q4: 4,435,459 shares 4,435,459 $286M 0.08% +706,583 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,380,590 shares; 2024Q4: 5,665,572 shares; 2025Q1: 7,044,821 shares; 2025Q2: 7,522,959 shares; 2025Q3: 7,907,209 shares; 2025Q4: 9,425,480 shares 9,425,480 $285M 0.08% +1,518,271 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: 4,558,833 shares; 2024Q4: 4,564,840 shares; 2025Q1: 4,223,299 shares; 2025Q2: 4,220,689 shares; 2025Q3: 4,191,974 shares; 2025Q4: 4,281,549 shares 4,281,549 $280M 0.08% +89,575 Timeline KNG 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: 4,525,106 shares; 2024Q4: 4,899,319 shares; 2025Q1: 5,023,739 shares; 2025Q2: 5,704,698 shares; 2025Q3: 6,025,774 shares; 2025Q4: 5,698,242 shares 5,698,242 $280M 0.08% -327,532 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: 2,506,748 shares; 2024Q4: 2,659,326 shares; 2025Q1: 2,847,971 shares; 2025Q2: 3,027,582 shares; 2025Q3: 3,829,411 shares; 2025Q4: 5,531,924 shares 5,531,924 $279M 0.08% +1,702,513 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: 1,572,402 shares; 2024Q4: 1,654,003 shares; 2025Q1: 1,804,859 shares; 2025Q2: 1,974,303 shares; 2025Q3: 2,287,999 shares; 2025Q4: 2,362,052 shares 2,362,052 $277M 0.08% +74,053 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: 175,461 shares; 2024Q4: 196,823 shares; 2025Q1: 208,923 shares; 2025Q2: 274,360 shares; 2025Q3: 323,348 shares; 2025Q4: 1,806,172 shares 1,806,172 $277M 0.08% +1,482,824 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: 1,424,672 shares; 2024Q4: 1,737,914 shares; 2025Q1: 2,246,432 shares; 2025Q2: 2,333,941 shares; 2025Q3: 2,467,782 shares; 2025Q4: 2,873,030 shares 2,873,030 $277M 0.08% +405,248 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: 683,432 shares; 2024Q4: 746,067 shares; 2025Q1: 827,794 shares; 2025Q2: 867,132 shares; 2025Q3: 899,840 shares; 2025Q4: 909,819 shares 909,819 $275M 0.08% +9,979 Timeline GCOR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,639,203 shares; 2024Q4: 3,708,002 shares; 2025Q1: 3,154,745 shares; 2025Q2: 5,385,721 shares; 2025Q3: 6,160,398 shares; 2025Q4: 6,612,495 shares 6,612,495 $275M 0.08% +452,097 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,264,110 shares; 2024Q4: 2,247,424 shares; 2025Q1: 2,366,613 shares; 2025Q2: 2,602,998 shares; 2025Q3: 2,794,292 shares; 2025Q4: 2,834,906 shares 2,834,906 $275M 0.08% +40,614 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,242,240 shares; 2024Q4: 1,375,211 shares; 2025Q1: 1,608,582 shares; 2025Q2: 1,726,534 shares; 2025Q3: 2,141,893 shares; 2025Q4: 2,388,338 shares 2,388,338 $274M 0.07% +246,445 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,689,527 shares; 2024Q4: 3,052,140 shares; 2025Q1: 3,237,616 shares; 2025Q2: 3,298,808 shares; 2025Q3: 3,345,558 shares; 2025Q4: 3,412,035 shares 3,412,035 $272M 0.07% +66,477 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: 1,449,611 shares; 2024Q4: 1,614,600 shares; 2025Q1: 1,776,882 shares; 2025Q2: 1,908,654 shares; 2025Q3: 1,975,661 shares; 2025Q4: 2,168,901 shares 2,168,901 $272M 0.07% +193,240 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: 1,392,972 shares; 2024Q4: 1,434,638 shares; 2025Q1: 1,452,559 shares; 2025Q2: 1,602,469 shares; 2025Q3: 1,668,742 shares; 2025Q4: 1,729,063 shares 1,729,063 $271M 0.07% +60,321 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,632,740 shares; 2024Q4: 7,082,879 shares; 2025Q1: 7,865,036 shares; 2025Q2: 8,366,453 shares; 2025Q3: 7,850,790 shares; 2025Q4: 7,544,084 shares 7,544,084 $270M 0.07% -306,706 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,273,677 shares; 2024Q4: 1,482,055 shares; 2025Q1: 1,808,688 shares; 2025Q2: 2,076,626 shares; 2025Q3: 2,308,420 shares; 2025Q4: 2,895,952 shares 2,895,952 $270M 0.07% +587,532 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: 1,815,926 shares; 2024Q4: 1,911,722 shares; 2025Q1: 2,009,286 shares; 2025Q2: 2,142,570 shares; 2025Q3: 2,377,304 shares; 2025Q4: 2,366,637 shares 2,366,637 $269M 0.07% -10,667 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,356,991 shares; 2024Q4: 1,535,215 shares; 2025Q1: 1,679,578 shares; 2025Q2: 1,978,642 shares; 2025Q3: 2,304,985 shares; 2025Q4: 3,266,571 shares 3,266,571 $269M 0.07% +961,586 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: 2,249,572 shares; 2024Q4: 2,421,592 shares; 2025Q1: 3,610,103 shares; 2025Q2: 3,626,695 shares; 2025Q3: 3,553,575 shares; 2025Q4: 3,601,852 shares 3,601,852 $267M 0.07% +48,277 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,492,040 shares; 2024Q4: 7,575,686 shares; 2025Q1: 7,838,369 shares; 2025Q2: 8,024,667 shares; 2025Q3: 8,087,211 shares; 2025Q4: 8,067,009 shares 8,067,009 $264M 0.07% -20,202 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: 2,080,274 shares; 2024Q4: 2,173,153 shares; 2025Q1: 2,225,347 shares; 2025Q2: 2,548,232 shares; 2025Q3: 2,740,072 shares; 2025Q4: 2,829,480 shares 2,829,480 $264M 0.07% +89,408 Timeline FTCB 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: not reported; 2024Q4: 2,151,825 shares; 2025Q1: 3,786,283 shares; 2025Q2: 6,977,212 shares; 2025Q3: 8,764,125 shares; 2025Q4: 12,413,458 shares 12,413,458 $264M 0.07% +3,649,333 Timeline RDVI 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: 5,318,951 shares; 2024Q4: 5,976,770 shares; 2025Q1: 6,889,305 shares; 2025Q2: 7,805,040 shares; 2025Q3: 9,273,625 shares; 2025Q4: 10,035,654 shares 10,035,654 $263M 0.07% +762,029 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,072,170 shares; 2024Q4: 2,199,185 shares; 2025Q1: 2,351,902 shares; 2025Q2: 2,469,887 shares; 2025Q3: 2,864,009 shares; 2025Q4: 3,015,130 shares 3,015,130 $263M 0.07% +151,121 Timeline FV 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: 4,187,814 shares; 2024Q4: 4,465,129 shares; 2025Q1: 4,464,951 shares; 2025Q2: 4,417,821 shares; 2025Q3: 4,466,771 shares; 2025Q4: 4,155,628 shares 4,155,628 $261M 0.07% -311,143 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,406,049 shares; 2024Q4: 2,576,173 shares; 2025Q1: 3,317,876 shares; 2025Q2: 3,819,093 shares; 2025Q3: 5,220,602 shares; 2025Q4: 5,192,345 shares 5,192,345 $261M 0.07% -28,257 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: 515,901 shares; 2024Q4: 673,232 shares; 2025Q1: 772,908 shares; 2025Q2: 895,102 shares; 2025Q3: 1,195,839 shares; 2025Q4: 1,699,802 shares 1,699,802 $260M 0.07% +503,963 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: 492,892 shares; 2024Q4: 512,209 shares; 2025Q1: 495,030 shares; 2025Q2: 517,669 shares; 2025Q3: 566,589 shares; 2025Q4: 581,778 shares 581,778 $259M 0.07% +15,189 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,342,266 shares; 2024Q4: 1,422,531 shares; 2025Q1: 2,149,684 shares; 2025Q2: 2,230,883 shares; 2025Q3: 2,311,611 shares; 2025Q4: 2,313,333 shares 2,313,333 $259M 0.07% +1,722 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: 329,704 shares; 2024Q4: 364,191 shares; 2025Q1: 486,438 shares; 2025Q2: 483,531 shares; 2025Q3: 432,296 shares; 2025Q4: 455,070 shares 455,070 $258M 0.07% +22,774 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: 4,689,747 shares; 2025Q3: 4,644,153 shares; 2025Q4: 5,014,914 shares 5,014,914 $256M 0.07% +370,761 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,774,767 shares; 2024Q4: 2,196,980 shares; 2025Q1: 2,715,752 shares; 2025Q2: 2,652,213 shares; 2025Q3: 3,021,531 shares; 2025Q4: 2,992,890 shares 2,992,890 $256M 0.07% -28,641 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: 2,797,042 shares; 2024Q4: 3,128,789 shares; 2025Q1: 3,496,865 shares; 2025Q2: 3,544,314 shares; 2025Q3: 3,755,897 shares; 2025Q4: 4,414,397 shares 4,414,397 $255M 0.07% +658,500 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: 1,418,723 shares; 2024Q4: 1,604,558 shares; 2025Q1: 1,800,606 shares; 2025Q2: 1,870,211 shares; 2025Q3: 2,108,630 shares; 2025Q4: 2,170,522 shares 2,170,522 $253M 0.07% +61,892 Timeline IDMO 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: 471,051 shares; 2024Q4: 569,209 shares; 2025Q1: 934,345 shares; 2025Q2: 2,082,693 shares; 2025Q3: 3,871,573 shares; 2025Q4: 4,549,563 shares 4,549,563 $253M 0.07% +677,990 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,465,825 shares; 2024Q4: 1,596,398 shares; 2025Q1: 1,613,201 shares; 2025Q2: 1,697,751 shares; 2025Q3: 1,723,775 shares; 2025Q4: 1,789,466 shares 1,789,466 $253M 0.07% +65,691 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: 2,442,324 shares; 2024Q4: 2,608,751 shares; 2025Q1: 2,515,411 shares; 2025Q2: 2,848,868 shares; 2025Q3: 3,345,374 shares; 2025Q4: 3,425,295 shares 3,425,295 $252M 0.07% +79,921 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,648,623 shares; 2024Q4: 6,888,586 shares; 2025Q1: 6,122,646 shares; 2025Q2: 6,138,152 shares; 2025Q3: 5,970,014 shares; 2025Q4: 5,780,977 shares 5,780,977 $248M 0.07% -189,037 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,350,449 shares; 2024Q4: 6,409,731 shares; 2025Q1: 7,481,610 shares; 2025Q2: 8,508,559 shares; 2025Q3: 8,615,244 shares; 2025Q4: 8,447,629 shares 8,447,629 $247M 0.07% -167,615 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: 6,280,782 shares; 2024Q4: 9,151,951 shares; 2025Q1: 5,749,190 shares; 2025Q2: 6,074,325 shares; 2025Q3: 2,636,946 shares; 2025Q4: 2,156,644 shares 2,156,644 $246M 0.07% -480,302 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: 615,926 shares; 2024Q4: 682,605 shares; 2025Q1: 674,157 shares; 2025Q2: 743,504 shares; 2025Q3: 820,745 shares; 2025Q4: 876,401 shares 876,401 $245M 0.07% +55,656 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: 1,920,276 shares; 2024Q4: 2,161,315 shares; 2025Q1: 2,417,798 shares; 2025Q2: 2,892,842 shares; 2025Q3: 4,033,297 shares; 2025Q4: 4,791,048 shares 4,791,048 $244M 0.07% +757,751 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: 7,173,549 shares; 2024Q4: 8,451,693 shares; 2025Q1: 8,135,980 shares; 2025Q2: 8,057,163 shares; 2025Q3: 8,107,989 shares; 2025Q4: 7,863,267 shares 7,863,267 $243M 0.07% -244,722 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: 806,970 shares; 2024Q4: 875,786 shares; 2025Q1: 846,443 shares; 2025Q2: 875,610 shares; 2025Q3: 952,905 shares; 2025Q4: 1,106,777 shares 1,106,777 $243M 0.07% +153,872 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: 773,827 shares; 2024Q4: 779,223 shares; 2025Q1: 799,861 shares; 2025Q2: 806,765 shares; 2025Q3: 786,240 shares; 2025Q4: 763,854 shares 763,854 $240M 0.07% -22,386 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: 1,104,427 shares; 2025Q1: 1,155,707 shares; 2025Q2: 1,301,501 shares; 2025Q3: 1,337,656 shares; 2025Q4: 1,401,146 shares 1,401,146 $240M 0.07% +63,490 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: 813,617 shares; 2024Q4: 879,527 shares; 2025Q1: 952,463 shares; 2025Q2: 964,807 shares; 2025Q3: 971,157 shares; 2025Q4: 993,332 shares 993,332 $240M 0.07% +22,175 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,630,761 shares; 2024Q4: 3,876,113 shares; 2025Q1: 4,109,431 shares; 2025Q2: 4,387,338 shares; 2025Q3: 4,686,207 shares; 2025Q4: 4,864,872 shares 4,864,872 $239M 0.07% +178,665 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: 1,900,243 shares; 2024Q4: 2,229,146 shares; 2025Q1: 2,504,557 shares; 2025Q2: 3,914,423 shares; 2025Q3: 4,247,568 shares; 2025Q4: 4,175,885 shares 4,175,885 $239M 0.07% -71,683 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 556,794 shares; 2024Q4: 829,601 shares; 2025Q1: 1,459,724 shares; 2025Q2: 2,007,413 shares; 2025Q3: 2,294,871 shares; 2025Q4: 2,556,543 shares 2,556,543 $239M 0.07% +261,672 Timeline SHLD 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: 131,289 shares; 2024Q4: 299,701 shares; 2025Q1: 1,162,816 shares; 2025Q2: 1,995,676 shares; 2025Q3: 3,191,550 shares; 2025Q4: 3,658,321 shares 3,658,321 $237M 0.06% +466,771 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: 1,666,762 shares; 2024Q4: 1,961,220 shares; 2025Q1: 2,209,050 shares; 2025Q2: 2,704,442 shares; 2025Q3: 3,083,974 shares; 2025Q4: 2,886,056 shares 2,886,056 $236M 0.06% -197,918 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: 167,470 shares; 2025Q1: 192,964 shares; 2025Q2: 196,921 shares; 2025Q3: 212,963 shares; 2025Q4: 219,551 shares 219,551 $235M 0.06% +6,588 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,341,943 shares; 2024Q4: 1,757,411 shares; 2025Q1: 1,943,183 shares; 2025Q2: 2,150,985 shares; 2025Q3: 2,521,717 shares; 2025Q4: 2,907,145 shares 2,907,145 $234M 0.06% +385,428 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: 99,425 shares; 2024Q4: 400,360 shares; 2025Q1: 753,776 shares; 2025Q2: 954,765 shares; 2025Q3: 1,558,796 shares; 2025Q4: 1,871,939 shares 1,871,939 $232M 0.06% +313,143 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: 2,936,084 shares; 2024Q4: 2,991,425 shares; 2025Q1: 3,584,663 shares; 2025Q2: 4,253,984 shares; 2025Q3: 3,622,014 shares; 2025Q4: 3,249,785 shares 3,249,785 $232M 0.06% -372,229 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: 695,017 shares; 2024Q4: 743,629 shares; 2025Q1: 758,905 shares; 2025Q2: 751,701 shares; 2025Q3: 754,771 shares; 2025Q4: 806,286 shares 806,286 $232M 0.06% +51,515 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: 3,002,234 shares; 2024Q4: 3,501,184 shares; 2025Q1: 4,285,378 shares; 2025Q2: 4,393,120 shares; 2025Q3: 4,666,723 shares; 2025Q4: 4,819,887 shares 4,819,887 $232M 0.06% +153,164 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: 488,214 shares; 2024Q4: 540,761 shares; 2025Q1: 609,157 shares; 2025Q2: 659,884 shares; 2025Q3: 700,820 shares; 2025Q4: 726,884 shares 726,884 $232M 0.06% +26,064 Timeline GPIX 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: 680,653 shares; 2024Q4: 797,168 shares; 2025Q1: 1,310,939 shares; 2025Q2: 1,745,651 shares; 2025Q3: 2,837,915 shares; 2025Q4: 4,282,956 shares 4,282,956 $226M 0.06% +1,445,041 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: 683,728 shares; 2024Q4: 729,116 shares; 2025Q1: 745,689 shares; 2025Q2: 740,028 shares; 2025Q3: 794,451 shares; 2025Q4: 839,143 shares 839,143 $226M 0.06% +44,692 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,534,316 shares; 2024Q4: 3,135,816 shares; 2025Q1: 2,741,423 shares; 2025Q2: 3,675,652 shares; 2025Q3: 2,988,323 shares; 2025Q4: 3,235,906 shares 3,235,906 $225M 0.06% +247,583 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: 1,948,686 shares; 2024Q4: 2,096,630 shares; 2025Q1: 2,244,844 shares; 2025Q2: 2,440,646 shares; 2025Q3: 2,891,055 shares; 2025Q4: 2,658,766 shares 2,658,766 $224M 0.06% -232,289 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: 144,298 shares; 2024Q4: 171,269 shares; 2025Q1: 183,981 shares; 2025Q2: 198,572 shares; 2025Q3: 210,754 shares; 2025Q4: 209,123 shares 209,123 $224M 0.06% -1,631 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: 980,531 shares; 2024Q4: 1,088,543 shares; 2025Q1: 1,162,830 shares; 2025Q2: 1,261,530 shares; 2025Q3: 1,332,140 shares; 2025Q4: 1,376,322 shares 1,376,322 $222M 0.06% +44,182 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: 557,566 shares; 2024Q4: 637,639 shares; 2025Q1: 706,696 shares; 2025Q2: 783,450 shares; 2025Q3: 861,815 shares; 2025Q4: 841,396 shares 841,396 $216M 0.06% -20,419 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: 875,211 shares; 2024Q4: 1,009,386 shares; 2025Q1: 1,082,975 shares; 2025Q2: 1,171,033 shares; 2025Q3: 1,295,736 shares; 2025Q4: 1,405,488 shares 1,405,488 $216M 0.06% +109,752 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: 731,177 shares; 2024Q4: 931,632 shares; 2025Q1: 949,158 shares; 2025Q2: 988,209 shares; 2025Q3: 1,013,692 shares; 2025Q4: 1,029,567 shares 1,029,567 $215M 0.06% +15,875 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,887,779 shares; 2024Q4: 3,200,175 shares; 2025Q1: 3,196,882 shares; 2025Q2: 4,043,609 shares; 2025Q3: 4,480,330 shares; 2025Q4: 4,533,853 shares 4,533,853 $215M 0.06% +53,523 Timeline FTHI 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: 4,753,553 shares; 2024Q4: 5,525,369 shares; 2025Q1: 6,559,349 shares; 2025Q2: 6,790,859 shares; 2025Q3: 7,540,031 shares; 2025Q4: 9,018,353 shares 9,018,353 $213M 0.06% +1,478,322 Timeline LRGG NOMURA ETF TR More: the full row for NOMURA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 407,612 shares; 2024Q4: 521,795 shares; 2025Q1: 3,218,595 shares; 2025Q2: 7,416,620 shares; 2025Q3: 7,729,680 shares; 2025Q4: 7,181,548 shares 7,181,548 $213M 0.06% -548,132 Timeline FLOT 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: 3,406,304 shares; 2024Q4: 3,555,532 shares; 2025Q1: 4,265,149 shares; 2025Q2: 4,605,228 shares; 2025Q3: 4,573,821 shares; 2025Q4: 4,166,797 shares 4,166,797 $212M 0.06% -407,024 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 597,136 shares; 2024Q4: 1,193,554 shares; 2025Q1: 1,958,754 shares; 2025Q2: 2,392,954 shares; 2025Q3: 2,639,997 shares; 2025Q4: 3,189,556 shares 3,189,556 $212M 0.06% +549,559 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,217,655 shares; 2024Q4: 2,286,435 shares; 2025Q1: 4,279,661 shares; 2025Q2: 6,995,222 shares; 2025Q3: 10,837,170 shares; 2025Q4: 14,725,588 shares 14,725,588 $211M 0.06% +3,888,418 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: 359,988 shares; 2024Q4: 363,324 shares; 2025Q1: 375,026 shares; 2025Q2: 415,037 shares; 2025Q3: 440,960 shares; 2025Q4: 451,163 shares 451,163 $210M 0.06% +10,203 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: 679,701 shares; 2024Q4: 786,301 shares; 2025Q1: 917,803 shares; 2025Q2: 1,087,139 shares; 2025Q3: 1,608,640 shares; 2025Q4: 1,765,365 shares 1,765,365 $209M 0.06% +156,725 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: 4,480,719 shares; 2024Q4: 5,088,465 shares; 2025Q1: 5,748,813 shares; 2025Q2: 6,571,446 shares; 2025Q3: 7,835,083 shares; 2025Q4: 8,802,613 shares 8,802,613 $208M 0.06% +967,530 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: 584,175 shares; 2024Q4: 681,720 shares; 2025Q1: 790,840 shares; 2025Q2: 924,954 shares; 2025Q3: 1,053,149 shares; 2025Q4: 1,534,970 shares 1,534,970 $207M 0.06% +481,821 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: 2,249,880 shares; 2024Q4: 7,012,430 shares; 2025Q1: 6,825,227 shares; 2025Q2: 7,043,915 shares; 2025Q3: 8,219,560 shares; 2025Q4: 7,696,890 shares 7,696,890 $207M 0.06% -522,670 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: 967,110 shares; 2024Q4: 1,667,855 shares; 2025Q1: 2,586,851 shares; 2025Q2: 2,894,780 shares; 2025Q3: 2,883,770 shares; 2025Q4: 4,035,122 shares 4,035,122 $207M 0.06% +1,151,352 Timeline IHDG 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: 5,067,153 shares; 2024Q4: 5,823,756 shares; 2025Q1: 5,983,959 shares; 2025Q2: 5,231,344 shares; 2025Q3: 4,530,817 shares; 2025Q4: 4,244,637 shares 4,244,637 $207M 0.06% -286,180 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: 1,802,512 shares; 2024Q4: 2,020,581 shares; 2025Q1: 2,269,271 shares; 2025Q2: 2,328,663 shares; 2025Q3: 2,717,798 shares; 2025Q4: 3,500,601 shares 3,500,601 $206M 0.06% +782,803 Timeline QYLD 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: 10,773,911 shares; 2024Q4: 12,248,780 shares; 2025Q1: 12,759,474 shares; 2025Q2: 11,671,777 shares; 2025Q3: 11,274,548 shares; 2025Q4: 11,586,603 shares 11,586,603 $205M 0.06% +312,055 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: 192,776 shares; 2024Q4: 210,530 shares; 2025Q1: 158,480 shares; 2025Q2: 243,302 shares; 2025Q3: 266,853 shares; 2025Q4: 303,760 shares 303,760 $205M 0.06% +36,907 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: 3,653,540 shares; 2024Q4: 3,837,284 shares; 2025Q1: 4,846,157 shares; 2025Q2: 4,376,374 shares; 2025Q3: 5,009,197 shares; 2025Q4: 5,462,692 shares 5,462,692 $204M 0.06% +453,495 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: 441,544 shares; 2024Q4: 443,233 shares; 2025Q1: 496,507 shares; 2025Q2: 519,472 shares; 2025Q3: 565,313 shares; 2025Q4: 597,408 shares 597,408 $201M 0.05% +32,095 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,218,226 shares; 2024Q4: 1,362,664 shares; 2025Q1: 1,472,896 shares; 2025Q2: 1,648,569 shares; 2025Q3: 1,996,579 shares; 2025Q4: 2,227,661 shares 2,227,661 $200M 0.05% +231,082 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: 950,565 shares; 2024Q4: 1,067,919 shares; 2025Q1: 1,145,835 shares; 2025Q2: 1,190,016 shares; 2025Q3: 1,313,000 shares; 2025Q4: 1,299,991 shares 1,299,991 $200M 0.05% -13,009 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,013,108 shares; 2024Q4: 994,993 shares; 2025Q1: 986,496 shares; 2025Q2: 1,003,975 shares; 2025Q3: 1,010,174 shares; 2025Q4: 1,102,636 shares 1,102,636 $200M 0.05% +92,462 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: 693,852 shares; 2024Q4: 725,863 shares; 2025Q1: 817,104 shares; 2025Q2: 858,533 shares; 2025Q3: 1,187,386 shares; 2025Q4: 1,015,020 shares 1,015,020 $198M 0.05% -172,366 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,519,200 shares; 2024Q4: 1,907,422 shares; 2025Q1: 2,281,637 shares; 2025Q2: 2,361,048 shares; 2025Q3: 2,577,163 shares; 2025Q4: 2,608,429 shares 2,608,429 $198M 0.05% +31,266 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,654,568 shares; 2024Q4: 3,810,466 shares; 2025Q1: 4,146,390 shares; 2025Q2: 4,427,531 shares; 2025Q3: 4,480,983 shares; 2025Q4: 4,524,639 shares 4,524,639 $196M 0.05% +43,656 Timeline IMCG 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: 986,537 shares; 2024Q4: 1,189,592 shares; 2025Q1: 2,011,284 shares; 2025Q2: 2,133,487 shares; 2025Q3: 2,288,288 shares; 2025Q4: 2,448,326 shares 2,448,326 $195M 0.05% +160,038 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,531,147 shares; 2024Q4: 1,649,466 shares; 2025Q1: 1,732,679 shares; 2025Q2: 2,095,564 shares; 2025Q3: 2,240,274 shares; 2025Q4: 2,207,178 shares 2,207,178 $195M 0.05% -33,096 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: 469,157 shares; 2024Q4: 495,529 shares; 2025Q1: 501,659 shares; 2025Q2: 500,570 shares; 2025Q3: 512,894 shares; 2025Q4: 500,222 shares 500,222 $194M 0.05% -12,672 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: 304,442 shares; 2024Q4: 686,679 shares; 2025Q1: 2,615,617 shares; 2025Q2: 3,917,855 shares; 2025Q3: 5,083,594 shares; 2025Q4: 5,492,159 shares 5,492,159 $193M 0.05% +408,565 Timeline HYTR NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,792,973 shares; 2025Q1: 4,514,270 shares; 2025Q2: 5,900,301 shares; 2025Q3: 7,293,374 shares; 2025Q4: 8,897,000 shares 8,897,000 $193M 0.05% +1,603,626 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: 236,844 shares; 2024Q4: 262,437 shares; 2025Q1: 278,299 shares; 2025Q2: 281,224 shares; 2025Q3: 305,375 shares; 2025Q4: 332,992 shares 332,992 $193M 0.05% +27,617 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: 317,000 shares; 2024Q4: 334,662 shares; 2025Q1: 351,780 shares; 2025Q2: 358,866 shares; 2025Q3: 417,588 shares; 2025Q4: 377,839 shares 377,839 $193M 0.05% -39,749 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: 941,833 shares; 2024Q4: 1,048,127 shares; 2025Q1: 1,026,625 shares; 2025Q2: 1,063,962 shares; 2025Q3: 1,075,440 shares; 2025Q4: 1,075,243 shares 1,075,243 $191M 0.05% -197 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,351,160 shares; 2024Q4: 3,938,589 shares; 2025Q1: 3,988,406 shares; 2025Q2: 4,281,529 shares; 2025Q3: 4,537,037 shares; 2025Q4: 4,195,957 shares 4,195,957 $191M 0.05% -341,080 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,866,883 shares; 2024Q4: 3,812,706 shares; 2025Q1: 4,364,579 shares; 2025Q2: 5,043,553 shares; 2025Q3: 5,238,678 shares; 2025Q4: 5,380,375 shares 5,380,375 $190M 0.05% +141,697 Timeline DIVB 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: 1,366,451 shares; 2024Q4: 1,681,458 shares; 2025Q1: 1,973,635 shares; 2025Q2: 2,254,861 shares; 2025Q3: 2,735,252 shares; 2025Q4: 3,577,926 shares 3,577,926 $190M 0.05% +842,674 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: 628,897 shares; 2024Q4: 659,603 shares; 2025Q1: 705,395 shares; 2025Q2: 758,569 shares; 2025Q3: 798,239 shares; 2025Q4: 909,716 shares 909,716 $190M 0.05% +111,477 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 896,091 shares; 2024Q4: 1,161,225 shares; 2025Q1: 1,158,943 shares; 2025Q2: 1,194,332 shares; 2025Q3: 1,608,857 shares; 2025Q4: 1,453,943 shares 1,453,943 $188M 0.05% -154,914 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,118,866 shares; 2024Q4: 2,431,417 shares; 2025Q1: 2,410,997 shares; 2025Q2: 2,730,289 shares; 2025Q3: 3,205,376 shares; 2025Q4: 3,401,849 shares 3,401,849 $186M 0.05% +196,473 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: 1,853,280 shares; 2024Q4: 2,466,898 shares; 2025Q1: 2,984,823 shares; 2025Q2: 3,673,308 shares; 2025Q3: 5,277,094 shares; 2025Q4: 6,756,622 shares 6,756,622 $185M 0.05% +1,479,528 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: 488,873 shares; 2024Q4: 535,490 shares; 2025Q1: 520,805 shares; 2025Q2: 525,482 shares; 2025Q3: 552,665 shares; 2025Q4: 572,694 shares 572,694 $185M 0.05% +20,029 Timeline VDC 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: 688,580 shares; 2024Q4: 703,664 shares; 2025Q1: 717,749 shares; 2025Q2: 767,776 shares; 2025Q3: 843,636 shares; 2025Q4: 874,979 shares 874,979 $185M 0.05% +31,343 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 388,014 shares; 2024Q4: 636,225 shares; 2025Q1: 1,360,443 shares; 2025Q2: 1,716,979 shares; 2025Q3: 2,171,213 shares; 2025Q4: 2,600,074 shares 2,600,074 $185M 0.05% +428,861 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: 242,983 shares; 2024Q4: 261,837 shares; 2025Q1: 299,959 shares; 2025Q2: 295,848 shares; 2025Q3: 313,345 shares; 2025Q4: 322,323 shares 322,323 $184M 0.05% +8,978 Timeline DIVI 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: 3,933,165 shares; 2024Q4: 3,672,260 shares; 2025Q1: 3,766,397 shares; 2025Q2: 3,905,450 shares; 2025Q3: 4,418,567 shares; 2025Q4: 4,659,366 shares 4,659,366 $181M 0.05% +240,799 Timeline FMDE 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: 445,322 shares; 2024Q4: 435,996 shares; 2025Q1: 1,082,328 shares; 2025Q2: 2,605,653 shares; 2025Q3: 3,856,740 shares; 2025Q4: 4,947,566 shares 4,947,566 $180M 0.05% +1,090,826 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: 1,203,392 shares; 2024Q4: 1,258,510 shares; 2025Q1: 1,348,392 shares; 2025Q2: 1,558,238 shares; 2025Q3: 1,712,712 shares; 2025Q4: 1,781,147 shares 1,781,147 $178M 0.05% +68,435 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: 2,943,094 shares; 2024Q4: 3,070,336 shares; 2025Q1: 3,082,393 shares; 2025Q2: 3,303,102 shares; 2025Q3: 3,700,620 shares; 2025Q4: 3,650,150 shares 3,650,150 $175M 0.05% -50,470 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: 803,241 shares; 2024Q4: 861,653 shares; 2025Q1: 884,469 shares; 2025Q2: 1,064,889 shares; 2025Q3: 1,240,537 shares; 2025Q4: 1,371,487 shares 1,371,487 $174M 0.05% +130,950 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: 571,969 shares; 2024Q4: 601,025 shares; 2025Q1: 645,214 shares; 2025Q2: 620,566 shares; 2025Q3: 647,291 shares; 2025Q4: 674,315 shares 674,315 $173M 0.05% +27,024 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,034,635 shares; 2024Q4: 10,362,409 shares; 2025Q1: 8,622,592 shares; 2025Q2: 2,844,253 shares; 2025Q3: 2,087,143 shares; 2025Q4: 2,385,667 shares 2,385,667 $173M 0.05% +298,524 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,448,809 shares; 2024Q4: 1,688,041 shares; 2025Q1: 1,051,161 shares; 2025Q2: 1,044,180 shares; 2025Q3: 1,184,521 shares; 2025Q4: 1,162,088 shares 1,162,088 $173M 0.05% -22,433 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,110,151 shares; 2024Q4: 1,222,484 shares; 2025Q1: 1,242,432 shares; 2025Q2: 1,404,397 shares; 2025Q3: 1,603,155 shares; 2025Q4: 1,726,922 shares 1,726,922 $173M 0.05% +123,767 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: 128,048 shares; 2024Q4: 138,196 shares; 2025Q1: 155,946 shares; 2025Q2: 184,589 shares; 2025Q3: 197,040 shares; 2025Q4: 209,214 shares 209,214 $172M 0.05% +12,174 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: 1,729,238 shares; 2025Q2: 1,925,282 shares; 2025Q3: 3,227,169 shares; 2025Q4: 3,514,782 shares 3,514,782 $171M 0.05% +287,613 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: 4,693,031 shares; 2024Q4: 3,528,401 shares; 2025Q1: 2,824,745 shares; 2025Q2: 2,741,828 shares; 2025Q3: 2,707,095 shares; 2025Q4: 2,796,098 shares 2,796,098 $171M 0.05% +89,003 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 737,531 shares; 2024Q4: 804,916 shares; 2025Q1: 844,974 shares; 2025Q2: 978,483 shares; 2025Q3: 981,665 shares; 2025Q4: 1,066,626 shares 1,066,626 $171M 0.05% +84,961 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: 987,928 shares; 2024Q4: 1,102,590 shares; 2025Q1: 1,161,640 shares; 2025Q2: 1,164,297 shares; 2025Q3: 1,203,672 shares; 2025Q4: 1,210,535 shares 1,210,535 $171M 0.05% +6,863 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: 1,314,739 shares; 2024Q4: 1,617,942 shares; 2025Q1: 1,907,817 shares; 2025Q2: 2,435,500 shares; 2025Q3: 2,320,462 shares; 2025Q4: 3,163,439 shares 3,163,439 $170M 0.05% +842,977 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: 597,519 shares; 2024Q4: 630,922 shares; 2025Q1: 700,462 shares; 2025Q2: 784,233 shares; 2025Q3: 930,876 shares; 2025Q4: 982,406 shares 982,406 $170M 0.05% +51,530 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: 1,092,135 shares; 2024Q4: 1,140,884 shares; 2025Q1: 1,280,949 shares; 2025Q2: 1,391,849 shares; 2025Q3: 1,692,710 shares; 2025Q4: 1,773,714 shares 1,773,714 $170M 0.05% +81,004 Timeline FTLS 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: 1,712,896 shares; 2024Q4: 1,907,555 shares; 2025Q1: 2,260,242 shares; 2025Q2: 2,363,387 shares; 2025Q3: 2,247,880 shares; 2025Q4: 2,397,528 shares 2,397,528 $170M 0.05% +149,648 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: 532,534 shares; 2024Q4: 592,510 shares; 2025Q1: 657,404 shares; 2025Q2: 700,133 shares; 2025Q3: 586,943 shares; 2025Q4: 627,471 shares 627,471 $168M 0.05% +40,528 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,284,769 shares; 2024Q4: 2,279,815 shares; 2025Q1: 2,350,692 shares; 2025Q2: 2,628,272 shares; 2025Q3: 2,157,032 shares; 2025Q4: 2,193,004 shares 2,193,004 $168M 0.05% +35,972 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 612,455 shares; 2024Q4: 419,597 shares; 2025Q1: 403,863 shares; 2025Q2: 376,733 shares; 2025Q3: 403,766 shares; 2025Q4: 992,799 shares 992,799 $168M 0.05% +589,033 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: 253,338 shares; 2024Q4: 270,099 shares; 2025Q1: 294,521 shares; 2025Q2: 297,935 shares; 2025Q3: 315,013 shares; 2025Q4: 320,238 shares 320,238 $167M 0.05% +5,225 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,340,700 shares; 2024Q4: 2,102,316 shares; 2025Q1: 2,008,797 shares; 2025Q2: 2,121,502 shares; 2025Q3: 2,175,652 shares; 2025Q4: 2,152,674 shares 2,152,674 $166M 0.05% -22,978 Timeline QGRW 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: 744,608 shares; 2024Q4: 1,256,028 shares; 2025Q1: 1,550,623 shares; 2025Q2: 2,052,718 shares; 2025Q3: 2,587,579 shares; 2025Q4: 2,817,821 shares 2,817,821 $165M 0.05% +230,242 Timeline VPU 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: 614,776 shares; 2024Q4: 667,124 shares; 2025Q1: 617,370 shares; 2025Q2: 734,807 shares; 2025Q3: 832,609 shares; 2025Q4: 893,163 shares 893,163 $165M 0.05% +60,554 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: 1,110,595 shares; 2025Q1: 1,183,126 shares; 2025Q2: 1,189,668 shares; 2025Q3: 1,226,513 shares; 2025Q4: 1,260,469 shares 1,260,469 $165M 0.05% +33,956 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 654,274 shares; 2024Q4: 831,693 shares; 2025Q1: 1,290,478 shares; 2025Q2: 1,821,981 shares; 2025Q3: 2,300,653 shares; 2025Q4: 3,139,873 shares 3,139,873 $165M 0.05% +839,220 Timeline HYLS 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: 3,181,209 shares; 2024Q4: 2,903,116 shares; 2025Q1: 3,528,904 shares; 2025Q2: 3,192,741 shares; 2025Q3: 3,602,061 shares; 2025Q4: 3,937,904 shares 3,937,904 $165M 0.05% +335,843 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: 195,175 shares; 2024Q4: 203,766 shares; 2025Q1: 190,389 shares; 2025Q2: 223,705 shares; 2025Q3: 242,812 shares; 2025Q4: 245,971 shares 245,971 $163M 0.04% +3,159 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 989,998 shares; 2024Q4: 1,119,017 shares; 2025Q1: 1,124,011 shares; 2025Q2: 1,604,441 shares; 2025Q3: 1,671,110 shares; 2025Q4: 1,705,827 shares 1,705,827 $163M 0.04% +34,717 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: 2,367,312 shares; 2024Q4: 2,526,850 shares; 2025Q1: 2,586,118 shares; 2025Q2: 3,097,402 shares; 2025Q3: 3,090,503 shares; 2025Q4: 2,883,203 shares 2,883,203 $162M 0.04% -207,300 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: 1,350,895 shares; 2024Q4: 2,158,245 shares; 2025Q1: 2,823,430 shares; 2025Q2: 3,955,676 shares; 2025Q3: 5,090,458 shares; 2025Q4: 6,235,706 shares 6,235,706 $162M 0.04% +1,145,248 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 818,117 shares; 2024Q4: 1,005,714 shares; 2025Q1: 1,010,417 shares; 2025Q2: 1,162,736 shares; 2025Q3: 1,213,685 shares; 2025Q4: 1,258,765 shares 1,258,765 $162M 0.04% +45,080 Timeline FESM 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: 49,368 shares; 2024Q4: 505,394 shares; 2025Q1: 1,018,403 shares; 2025Q2: 1,657,583 shares; 2025Q3: 2,573,322 shares; 2025Q4: 4,286,386 shares 4,286,386 $162M 0.04% +1,713,064 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: 1,734,389 shares; 2024Q4: 1,755,895 shares; 2025Q1: 1,825,628 shares; 2025Q2: 1,799,016 shares; 2025Q3: 1,775,035 shares; 2025Q4: 1,750,018 shares 1,750,018 $162M 0.04% -25,017 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,338,265 shares; 2024Q4: 4,391,694 shares; 2025Q1: 3,942,327 shares; 2025Q2: 4,215,740 shares; 2025Q3: 4,179,043 shares; 2025Q4: 4,008,018 shares 4,008,018 $162M 0.04% -171,025 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: 914,701 shares; 2024Q4: 973,154 shares; 2025Q1: 947,189 shares; 2025Q2: 982,296 shares; 2025Q3: 1,034,901 shares; 2025Q4: 1,143,205 shares 1,143,205 $161M 0.04% +108,304 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348,679 shares; 2024Q4: 375,105 shares; 2025Q1: 434,630 shares; 2025Q2: 484,430 shares; 2025Q3: 531,113 shares; 2025Q4: 514,013 shares 514,013 $160M 0.04% -17,100 Timeline IGV 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: 1,178,559 shares; 2024Q4: 1,534,546 shares; 2025Q1: 2,071,246 shares; 2025Q2: 2,236,321 shares; 2025Q3: 1,861,029 shares; 2025Q4: 1,515,598 shares 1,515,598 $160M 0.04% -345,431 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: 814,914 shares; 2024Q4: 951,459 shares; 2025Q1: 1,011,020 shares; 2025Q2: 1,016,866 shares; 2025Q3: 1,203,000 shares; 2025Q4: 1,241,418 shares 1,241,418 $158M 0.04% +38,418 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,628,773 shares; 2024Q4: 2,827,389 shares; 2025Q1: 3,637,258 shares; 2025Q2: 3,574,104 shares; 2025Q3: 3,682,884 shares; 2025Q4: 3,837,057 shares 3,837,057 $158M 0.04% +154,173 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: 6,912,301 shares; 2024Q4: 6,403,570 shares; 2025Q1: 4,888,811 shares; 2025Q2: 4,469,368 shares; 2025Q3: 3,913,836 shares; 2025Q4: 3,566,757 shares 3,566,757 $158M 0.04% -347,079 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,066 shares; 2024Q4: 292,045 shares; 2025Q1: 4,907,416 shares; 2025Q2: 5,156,988 shares; 2025Q3: 5,282,477 shares; 2025Q4: 5,637,634 shares 5,637,634 $158M 0.04% +355,157 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,848,685 shares; 2024Q4: 1,903,746 shares; 2025Q1: 1,996,733 shares; 2025Q2: 2,148,930 shares; 2025Q3: 2,563,558 shares; 2025Q4: 2,988,039 shares 2,988,039 $158M 0.04% +424,481 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,661,772 shares; 2024Q4: 2,951,236 shares; 2025Q1: 3,145,456 shares; 2025Q2: 3,426,479 shares; 2025Q3: 3,533,525 shares; 2025Q4: 3,128,607 shares 3,128,607 $158M 0.04% -404,918 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: 833,171 shares; 2024Q4: 869,880 shares; 2025Q1: 1,032,916 shares; 2025Q2: 1,051,988 shares; 2025Q3: 1,192,557 shares; 2025Q4: 1,183,268 shares 1,183,268 $157M 0.04% -9,289 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: 2,206,025 shares; 2024Q4: 2,431,993 shares; 2025Q1: 2,554,569 shares; 2025Q2: 2,686,873 shares; 2025Q3: 2,902,200 shares; 2025Q4: 2,941,317 shares 2,941,317 $157M 0.04% +39,117 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,164,273 shares; 2024Q4: 3,476,276 shares; 2025Q1: 3,757,904 shares; 2025Q2: 3,592,857 shares; 2025Q3: 3,655,638 shares; 2025Q4: 4,257,434 shares 4,257,434 $157M 0.04% +601,796 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,906 shares; 2024Q4: 95,988 shares; 2025Q1: 114,083 shares; 2025Q2: 123,198 shares; 2025Q3: 128,593 shares; 2025Q4: 128,878 shares 128,878 $157M 0.04% +285 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,270,225 shares; 2024Q4: 1,794,668 shares; 2025Q1: 1,773,263 shares; 2025Q2: 1,865,283 shares; 2025Q3: 2,104,573 shares; 2025Q4: 2,171,515 shares 2,171,515 $156M 0.04% +66,942 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,268 shares; 2024Q4: 388,608 shares; 2025Q1: 403,813 shares; 2025Q2: 552,163 shares; 2025Q3: 608,862 shares; 2025Q4: 694,702 shares 694,702 $156M 0.04% +85,840 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,549,058 shares; 2024Q4: 2,902,674 shares; 2025Q1: 3,055,596 shares; 2025Q2: 3,196,045 shares; 2025Q3: 3,559,374 shares; 2025Q4: 3,849,612 shares 3,849,612 $155M 0.04% +290,238 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: 152,630 shares; 2024Q4: 492,902 shares; 2025Q1: 1,174,214 shares; 2025Q2: 1,590,566 shares; 2025Q3: 2,324,000 shares; 2025Q4: 4,307,521 shares 4,307,521 $155M 0.04% +1,983,521 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: 722,583 shares; 2024Q4: 860,363 shares; 2025Q1: 936,236 shares; 2025Q2: 914,560 shares; 2025Q3: 1,084,544 shares; 2025Q4: 1,219,233 shares 1,219,233 $154M 0.04% +134,689 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,507,442 shares; 2024Q4: 3,957,397 shares; 2025Q1: 4,084,841 shares; 2025Q2: 5,166,325 shares; 2025Q3: 4,974,361 shares; 2025Q4: 4,959,234 shares 4,959,234 $154M 0.04% -15,127 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: 1,925,693 shares; 2024Q4: 2,328,339 shares; 2025Q1: 2,710,883 shares; 2025Q2: 3,132,167 shares; 2025Q3: 2,969,796 shares; 2025Q4: 3,024,296 shares 3,024,296 $154M 0.04% +54,500 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: 3,047,206 shares; 2024Q4: 3,391,407 shares; 2025Q1: 3,268,554 shares; 2025Q2: 2,519,025 shares; 2025Q3: 2,719,010 shares; 2025Q4: 2,853,507 shares 2,853,507 $154M 0.04% +134,497 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,405,538 shares; 2024Q4: 3,669,070 shares; 2025Q1: 4,612,610 shares; 2025Q2: 4,698,364 shares; 2025Q3: 5,774,639 shares; 2025Q4: 6,044,705 shares 6,044,705 $153M 0.04% +270,066 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: 426,883 shares; 2024Q4: 444,953 shares; 2025Q1: 402,934 shares; 2025Q2: 442,852 shares; 2025Q3: 450,678 shares; 2025Q4: 436,847 shares 436,847 $153M 0.04% -13,831 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: 899,191 shares; 2024Q4: 953,263 shares; 2025Q1: 976,948 shares; 2025Q2: 978,647 shares; 2025Q3: 1,085,191 shares; 2025Q4: 1,073,208 shares 1,073,208 $151M 0.04% -11,983 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,308,689 shares 2,308,689 $151M 0.04% new 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: 217,491 shares; 2024Q4: 242,183 shares; 2025Q1: 275,350 shares; 2025Q2: 314,550 shares; 2025Q3: 336,761 shares; 2025Q4: 354,281 shares 354,281 $151M 0.04% +17,520 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,339 shares; 2024Q4: 213,304 shares; 2025Q1: 588,730 shares; 2025Q2: 1,137,238 shares; 2025Q3: 2,883,119 shares; 2025Q4: 4,125,590 shares 4,125,590 $151M 0.04% +1,242,471 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: 192,001 shares; 2024Q4: 257,496 shares; 2025Q1: 279,917 shares; 2025Q2: 468,483 shares; 2025Q3: 547,715 shares; 2025Q4: 619,329 shares 619,329 $150M 0.04% +71,614 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: 4,595,249 shares; 2024Q4: 4,331,731 shares; 2025Q1: 4,674,961 shares; 2025Q2: 4,783,420 shares; 2025Q3: 5,288,579 shares; 2025Q4: 7,283,905 shares 7,283,905 $150M 0.04% +1,995,326 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: 2,722,371 shares; 2024Q4: 3,241,738 shares; 2025Q1: 7,967,935 shares; 2025Q2: 5,411,518 shares; 2025Q3: 3,573,620 shares; 2025Q4: 3,622,801 shares 3,622,801 $150M 0.04% +49,181 Timeline VNLA 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: 1,784,260 shares; 2024Q4: 2,230,660 shares; 2025Q1: 2,484,516 shares; 2025Q2: 2,847,670 shares; 2025Q3: 2,965,668 shares; 2025Q4: 3,044,442 shares 3,044,442 $150M 0.04% +78,774 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: 5,061,113 shares; 2024Q4: 5,616,538 shares; 2025Q1: 6,315,559 shares; 2025Q2: 6,641,066 shares; 2025Q3: 7,385,738 shares; 2025Q4: 7,641,571 shares 7,641,571 $150M 0.04% +255,833 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,030,819 shares; 2024Q4: 2,090,335 shares; 2025Q1: 2,173,539 shares; 2025Q2: 2,470,739 shares; 2025Q3: 2,576,953 shares; 2025Q4: 2,634,528 shares 2,634,528 $149M 0.04% +57,575 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,690,053 shares; 2024Q4: 1,750,767 shares; 2025Q1: 1,795,086 shares; 2025Q2: 1,813,555 shares; 2025Q3: 2,007,315 shares; 2025Q4: 2,477,265 shares 2,477,265 $148M 0.04% +469,950 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,547 shares; 2024Q4: 752,583 shares; 2025Q1: 1,281,979 shares; 2025Q2: 1,800,352 shares; 2025Q3: 2,479,205 shares; 2025Q4: 2,979,325 shares 2,979,325 $148M 0.04% +500,120 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: 3,374,367 shares; 2024Q4: 3,213,038 shares; 2025Q1: 2,557,114 shares; 2025Q2: 2,241,807 shares; 2025Q3: 1,607,123 shares; 2025Q4: 1,295,252 shares 1,295,252 $147M 0.04% -311,871 Timeline FSIG 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: 6,826,996 shares; 2024Q4: 7,181,535 shares; 2025Q1: 6,538,696 shares; 2025Q2: 7,030,503 shares; 2025Q3: 7,062,431 shares; 2025Q4: 7,681,212 shares 7,681,212 $147M 0.04% +618,781 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,087,600 shares; 2024Q4: 1,107,368 shares; 2025Q1: 1,179,878 shares; 2025Q2: 1,558,606 shares; 2025Q3: 1,519,728 shares; 2025Q4: 1,681,888 shares 1,681,888 $147M 0.04% +162,160 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,345,499 shares; 2024Q4: 1,382,552 shares; 2025Q1: 1,569,499 shares; 2025Q2: 1,688,901 shares; 2025Q3: 1,673,522 shares; 2025Q4: 1,482,946 shares 1,482,946 $147M 0.04% -190,576 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: 875,078 shares; 2024Q4: 987,885 shares; 2025Q1: 1,163,228 shares; 2025Q2: 1,259,311 shares; 2025Q3: 1,337,146 shares; 2025Q4: 1,272,518 shares 1,272,518 $147M 0.04% -64,628 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: 426,673 shares; 2024Q4: 475,656 shares; 2025Q1: 528,072 shares; 2025Q2: 519,699 shares; 2025Q3: 534,522 shares; 2025Q4: 540,782 shares 540,782 $147M 0.04% +6,260 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: 2,399,962 shares; 2024Q4: 2,801,023 shares; 2025Q1: 3,238,970 shares; 2025Q2: 3,066,360 shares; 2025Q3: 3,172,728 shares; 2025Q4: 3,118,732 shares 3,118,732 $147M 0.04% -53,996 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: 2,478,983 shares; 2024Q4: 5,228,806 shares; 2025Q1: 4,940,299 shares; 2025Q2: 5,560,420 shares; 2025Q3: 5,773,868 shares; 2025Q4: 6,084,954 shares 6,084,954 $146M 0.04% +311,086 Timeline ICSH 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: 1,659,673 shares; 2024Q4: 1,714,833 shares; 2025Q1: 2,026,708 shares; 2025Q2: 2,429,384 shares; 2025Q3: 2,487,387 shares; 2025Q4: 2,887,396 shares 2,887,396 $146M 0.04% +400,009 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,087,332 shares; 2024Q4: 1,160,398 shares; 2025Q1: 1,329,714 shares; 2025Q2: 1,557,653 shares; 2025Q3: 2,557,666 shares; 2025Q4: 2,819,083 shares 2,819,083 $146M 0.04% +261,417 Timeline QTEC 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: 554,826 shares; 2024Q4: 548,473 shares; 2025Q1: 527,370 shares; 2025Q2: 588,116 shares; 2025Q3: 605,188 shares; 2025Q4: 632,066 shares 632,066 $146M 0.04% +26,878 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: 198,222 shares; 2024Q4: 218,192 shares; 2025Q1: 311,821 shares; 2025Q2: 328,532 shares; 2025Q3: 379,500 shares; 2025Q4: 409,956 shares 409,956 $145M 0.04% +30,456 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,318 shares; 2025Q1: 111,229 shares; 2025Q2: 1,862,787 shares; 2025Q3: 3,060,741 shares; 2025Q4: 4,532,999 shares 4,532,999 $145M 0.04% +1,472,258 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: 259,388 shares; 2024Q4: 281,254 shares; 2025Q1: 340,381 shares; 2025Q2: 385,729 shares; 2025Q3: 401,603 shares; 2025Q4: 411,236 shares 411,236 $145M 0.04% +9,633 Timeline ILCG 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: 1,256,339 shares; 2024Q4: 1,418,807 shares; 2025Q1: 1,421,695 shares; 2025Q2: 1,344,424 shares; 2025Q3: 1,294,471 shares; 2025Q4: 1,381,151 shares 1,381,151 $144M 0.04% +86,680 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: 103,624 shares; 2024Q4: 118,867 shares; 2025Q1: 133,138 shares; 2025Q2: 127,255 shares; 2025Q3: 172,335 shares; 2025Q4: 162,552 shares 162,552 $143M 0.04% -9,783 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,555,800 shares; 2024Q4: 3,288,316 shares; 2025Q1: 4,139,340 shares; 2025Q2: 5,277,124 shares; 2025Q3: 5,776,851 shares; 2025Q4: 5,648,490 shares 5,648,490 $142M 0.04% -128,361 Timeline QDPL 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: 872,153 shares; 2024Q4: 1,184,105 shares; 2025Q1: 1,970,098 shares; 2025Q2: 2,467,216 shares; 2025Q3: 3,118,871 shares; 2025Q4: 3,324,831 shares 3,324,831 $141M 0.04% +205,960 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,015,668 shares; 2024Q4: 1,218,103 shares; 2025Q1: 1,282,584 shares; 2025Q2: 1,415,291 shares; 2025Q3: 1,543,589 shares; 2025Q4: 1,578,806 shares 1,578,806 $141M 0.04% +35,217 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: 512,446 shares; 2024Q4: 2,486,614 shares; 2025Q1: 2,578,194 shares; 2025Q2: 3,548,069 shares; 2025Q3: 4,553,104 shares; 2025Q4: 5,151,322 shares 5,151,322 $140M 0.04% +598,218 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: 448,100 shares; 2024Q4: 470,178 shares; 2025Q1: 506,778 shares; 2025Q2: 539,149 shares; 2025Q3: 603,691 shares; 2025Q4: 568,559 shares 568,559 $140M 0.04% -35,132 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,259,195 shares; 2024Q4: 1,361,626 shares; 2025Q1: 1,405,306 shares; 2025Q2: 1,563,773 shares; 2025Q3: 1,450,581 shares; 2025Q4: 1,438,529 shares 1,438,529 $139M 0.04% -12,052 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,051,419 shares; 2024Q4: 1,103,898 shares; 2025Q1: 1,138,764 shares; 2025Q2: 1,142,416 shares; 2025Q3: 1,283,227 shares; 2025Q4: 1,260,278 shares 1,260,278 $139M 0.04% -22,949 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,310 shares; 2024Q4: 70,555 shares; 2025Q1: 315,522 shares; 2025Q2: 786,651 shares; 2025Q3: 1,428,778 shares; 2025Q4: 1,724,611 shares 1,724,611 $138M 0.04% +295,833 Timeline RWJ 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: 2,909,738 shares; 2024Q4: 3,102,472 shares; 2025Q1: 3,164,873 shares; 2025Q2: 2,706,243 shares; 2025Q3: 2,926,237 shares; 2025Q4: 2,840,650 shares 2,840,650 $138M 0.04% -85,587 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: 2,403,526 shares; 2024Q4: 2,453,397 shares; 2025Q1: 2,771,142 shares; 2025Q2: 2,969,362 shares; 2025Q3: 3,097,221 shares; 2025Q4: 3,301,076 shares 3,301,076 $136M 0.04% +203,855 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,050,644 shares; 2024Q4: 2,193,609 shares; 2025Q1: 2,392,108 shares; 2025Q2: 2,562,461 shares; 2025Q3: 2,800,567 shares; 2025Q4: 2,655,778 shares 2,655,778 $136M 0.04% -144,789 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: 863,752 shares; 2024Q4: 842,916 shares; 2025Q1: 889,343 shares; 2025Q2: 882,693 shares; 2025Q3: 952,166 shares; 2025Q4: 957,106 shares 957,106 $135M 0.04% +4,940 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 422,188 shares; 2024Q4: 1,097,670 shares; 2025Q1: 1,509,784 shares; 2025Q2: 1,791,885 shares; 2025Q3: 2,048,551 shares; 2025Q4: 2,622,043 shares 2,622,043 $135M 0.04% +573,492 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: 391,273 shares; 2024Q4: 473,677 shares; 2025Q1: 482,776 shares; 2025Q2: 530,223 shares; 2025Q3: 562,269 shares; 2025Q4: 589,891 shares 589,891 $134M 0.04% +27,622 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: 325,654 shares; 2024Q4: 373,496 shares; 2025Q1: 823,506 shares; 2025Q2: 858,900 shares; 2025Q3: 1,299,367 shares; 2025Q4: 1,426,221 shares 1,426,221 $134M 0.04% +126,854 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,946 shares; 2024Q4: 136,087 shares; 2025Q1: 143,316 shares; 2025Q2: 147,587 shares; 2025Q3: 156,481 shares; 2025Q4: 164,552 shares 164,552 $133M 0.04% +8,071 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,005,079 shares; 2024Q4: 3,326,224 shares; 2025Q1: 3,445,293 shares; 2025Q2: 3,741,650 shares; 2025Q3: 3,906,083 shares; 2025Q4: 4,153,365 shares 4,153,365 $133M 0.04% +247,282 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,967,936 shares; 2024Q4: 4,498,732 shares; 2025Q1: 5,029,257 shares; 2025Q2: 5,250,884 shares; 2025Q3: 6,206,863 shares; 2025Q4: 6,738,930 shares 6,738,930 $133M 0.04% +532,067 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: 1,137,381 shares; 2024Q4: 1,206,472 shares; 2025Q1: 1,081,445 shares; 2025Q2: 994,117 shares; 2025Q3: 1,037,002 shares; 2025Q4: 1,082,514 shares 1,082,514 $133M 0.04% +45,512 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,026,175 shares; 2024Q4: 1,461,128 shares; 2025Q1: 1,113,988 shares; 2025Q2: 1,288,926 shares; 2025Q3: 1,502,316 shares; 2025Q4: 1,365,413 shares 1,365,413 $133M 0.04% -136,903 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: 659,138 shares; 2024Q4: 758,255 shares; 2025Q1: 785,932 shares; 2025Q2: 870,845 shares; 2025Q3: 970,909 shares; 2025Q4: 991,496 shares 991,496 $132M 0.04% +20,587 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,963,515 shares; 2024Q4: 1,769,006 shares; 2025Q1: 2,655,747 shares; 2025Q2: 3,088,565 shares; 2025Q3: 2,900,483 shares; 2025Q4: 3,190,689 shares 3,190,689 $132M 0.04% +290,206 Timeline XYLD 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: 3,213,625 shares; 2024Q4: 3,573,475 shares; 2025Q1: 3,677,216 shares; 2025Q2: 3,326,720 shares; 2025Q3: 3,323,189 shares; 2025Q4: 3,250,859 shares 3,250,859 $132M 0.04% -72,330 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,285,379 shares; 2024Q4: 1,384,768 shares; 2025Q1: 1,541,570 shares; 2025Q2: 1,650,953 shares; 2025Q3: 1,705,340 shares; 2025Q4: 1,780,659 shares 1,780,659 $132M 0.04% +75,319 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: 1,021,324 shares; 2024Q4: 1,111,391 shares; 2025Q1: 1,182,150 shares; 2025Q2: 1,230,331 shares; 2025Q3: 1,375,169 shares; 2025Q4: 1,377,671 shares 1,377,671 $129M 0.04% +2,502 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: 3,772,806 shares; 2024Q4: 3,717,920 shares; 2025Q1: 3,742,074 shares; 2025Q2: 3,192,150 shares; 2025Q3: 4,526,392 shares; 2025Q4: 4,389,699 shares 4,389,699 $129M 0.04% -136,693 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: 2,474,028 shares; 2024Q4: 2,477,334 shares; 2025Q1: 2,549,791 shares; 2025Q2: 2,534,293 shares; 2025Q3: 2,538,671 shares; 2025Q4: 2,727,461 shares 2,727,461 $128M 0.03% +188,790 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: 4,726,388 shares; 2024Q4: 5,118,880 shares; 2025Q1: 5,958,384 shares; 2025Q2: 6,306,850 shares; 2025Q3: 7,460,456 shares; 2025Q4: 7,696,319 shares 7,696,319 $127M 0.03% +235,863 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 751,673 shares; 2024Q4: 759,704 shares; 2025Q1: 1,378,675 shares; 2025Q2: 2,130,770 shares; 2025Q3: 2,960,779 shares; 2025Q4: 3,320,899 shares 3,320,899 $127M 0.03% +360,120 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,464,154 shares; 2024Q4: 2,138,410 shares; 2025Q1: 2,102,988 shares; 2025Q2: 2,261,969 shares; 2025Q3: 2,342,446 shares; 2025Q4: 2,092,825 shares 2,092,825 $126M 0.03% -249,621 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: 1,100,576 shares; 2024Q4: 1,528,202 shares; 2025Q1: 1,749,301 shares; 2025Q2: 1,976,433 shares; 2025Q3: 1,817,047 shares; 2025Q4: 1,950,272 shares 1,950,272 $126M 0.03% +133,225 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,713 shares; 2024Q4: 191,053 shares; 2025Q1: 216,944 shares; 2025Q2: 240,616 shares; 2025Q3: 264,182 shares; 2025Q4: 276,878 shares 276,878 $126M 0.03% +12,696 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,128,788 shares; 2024Q4: 1,052,031 shares; 2025Q1: 1,220,382 shares; 2025Q2: 1,371,551 shares; 2025Q3: 1,529,382 shares; 2025Q4: 1,845,579 shares 1,845,579 $123M 0.03% +316,197 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 656,677 shares; 2024Q4: 743,817 shares; 2025Q1: 1,075,050 shares; 2025Q2: 1,082,413 shares; 2025Q3: 1,221,316 shares; 2025Q4: 1,484,662 shares 1,484,662 $122M 0.03% +263,346 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: 378,373 shares; 2024Q4: 429,445 shares; 2025Q1: 440,223 shares; 2025Q2: 467,196 shares; 2025Q3: 481,028 shares; 2025Q4: 486,850 shares 486,850 $122M 0.03% +5,822 Timeline PTNQ 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: 1,260,062 shares; 2024Q4: 1,343,781 shares; 2025Q1: 1,422,612 shares; 2025Q2: 1,516,605 shares; 2025Q3: 1,585,200 shares; 2025Q4: 1,552,750 shares 1,552,750 $122M 0.03% -32,450 Timeline SHYG 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: 1,449,194 shares; 2024Q4: 1,759,164 shares; 2025Q1: 2,280,862 shares; 2025Q2: 2,589,503 shares; 2025Q3: 2,928,450 shares; 2025Q4: 2,841,485 shares 2,841,485 $122M 0.03% -86,965 Timeline VOOV 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: 508,477 shares; 2024Q4: 578,210 shares; 2025Q1: 564,875 shares; 2025Q2: 574,649 shares; 2025Q3: 596,746 shares; 2025Q4: 592,338 shares 592,338 $121M 0.03% -4,408 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: 34,812 shares; 2024Q4: 39,490 shares; 2025Q1: 44,837 shares; 2025Q2: 51,850 shares; 2025Q3: 54,443 shares; 2025Q4: 60,064 shares 60,064 $121M 0.03% +5,621 Timeline CORP 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: 712,029 shares; 2024Q4: 647,551 shares; 2025Q1: 711,006 shares; 2025Q2: 835,200 shares; 2025Q3: 1,111,197 shares; 2025Q4: 1,231,914 shares 1,231,914 $121M 0.03% +120,717 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: 96,809 shares; 2025Q1: 386,835 shares; 2025Q2: 1,360,833 shares; 2025Q3: 2,562,053 shares; 2025Q4: 3,942,987 shares 3,942,987 $120M 0.03% +1,380,934 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: 1,247,642 shares; 2024Q4: 1,286,993 shares; 2025Q1: 1,367,411 shares; 2025Q2: 1,451,322 shares; 2025Q3: 1,543,615 shares; 2025Q4: 1,631,171 shares 1,631,171 $120M 0.03% +87,556 Timeline FLMI 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: 1,062,773 shares; 2024Q4: 2,591,203 shares; 2025Q1: 3,084,460 shares; 2025Q2: 2,896,998 shares; 2025Q3: 3,772,031 shares; 2025Q4: 4,806,634 shares 4,806,634 $120M 0.03% +1,034,603 Timeline SKYY 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: 819,743 shares; 2024Q4: 832,024 shares; 2025Q1: 912,898 shares; 2025Q2: 893,831 shares; 2025Q3: 900,020 shares; 2025Q4: 917,710 shares 917,710 $119M 0.03% +17,690 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: 513,842 shares; 2024Q4: 608,384 shares; 2025Q1: 565,756 shares; 2025Q2: 662,527 shares; 2025Q3: 692,212 shares; 2025Q4: 732,956 shares 732,956 $119M 0.03% +40,744 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,123,274 shares; 2024Q4: 739,411 shares; 2025Q1: 830,658 shares; 2025Q2: 1,788,850 shares; 2025Q3: 1,982,657 shares; 2025Q4: 2,092,770 shares 2,092,770 $118M 0.03% +110,113 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,072,173 shares; 2024Q4: 2,395,290 shares; 2025Q1: 2,771,687 shares; 2025Q2: 2,869,211 shares; 2025Q3: 3,057,961 shares; 2025Q4: 3,437,956 shares 3,437,956 $118M 0.03% +379,995 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 790,741 shares; 2024Q4: 957,043 shares; 2025Q1: 973,149 shares; 2025Q2: 985,530 shares; 2025Q3: 1,007,091 shares; 2025Q4: 995,611 shares 995,611 $118M 0.03% -11,480 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: 2,507,371 shares; 2024Q4: 2,101,776 shares; 2025Q1: 2,179,768 shares; 2025Q2: 2,046,267 shares; 2025Q3: 2,127,067 shares; 2025Q4: 2,308,525 shares 2,308,525 $118M 0.03% +181,458 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 902,719 shares; 2024Q4: 930,345 shares; 2025Q1: 911,833 shares; 2025Q2: 914,162 shares; 2025Q3: 886,245 shares; 2025Q4: 934,661 shares 934,661 $118M 0.03% +48,416 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,269,375 shares; 2024Q4: 1,079,222 shares; 2025Q1: 1,201,641 shares; 2025Q2: 1,193,403 shares; 2025Q3: 1,411,577 shares; 2025Q4: 1,481,684 shares 1,481,684 $118M 0.03% +70,107 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,120,197 shares; 2024Q4: 1,220,349 shares; 2025Q1: 1,565,757 shares; 2025Q2: 1,644,723 shares; 2025Q3: 1,637,459 shares; 2025Q4: 2,097,915 shares 2,097,915 $117M 0.03% +460,456 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: 160,383 shares; 2024Q4: 200,147 shares; 2025Q1: 238,596 shares; 2025Q2: 244,652 shares; 2025Q3: 264,807 shares; 2025Q4: 275,873 shares 275,873 $116M 0.03% +11,066 Timeline FLTR 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: 2,301,801 shares; 2024Q4: 3,074,762 shares; 2025Q1: 3,779,799 shares; 2025Q2: 4,135,621 shares; 2025Q3: 4,578,822 shares; 2025Q4: 4,563,701 shares 4,563,701 $116M 0.03% -15,121 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: 379,341 shares; 2024Q4: 402,244 shares; 2025Q1: 412,751 shares; 2025Q2: 416,768 shares; 2025Q3: 456,074 shares; 2025Q4: 507,746 shares 507,746 $116M 0.03% +51,672 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,642 shares; 2024Q4: 271,680 shares; 2025Q1: 561,805 shares; 2025Q2: 643,907 shares; 2025Q3: 965,538 shares; 2025Q4: 1,057,924 shares 1,057,924 $116M 0.03% +92,386 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: 666,491 shares; 2024Q4: 734,484 shares; 2025Q1: 861,772 shares; 2025Q2: 897,241 shares; 2025Q3: 894,814 shares; 2025Q4: 894,443 shares 894,443 $115M 0.03% -371 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396,468 shares; 2024Q4: 574,088 shares; 2025Q1: 1,243,952 shares; 2025Q2: 1,836,582 shares; 2025Q3: 1,902,784 shares; 2025Q4: 2,767,311 shares 2,767,311 $115M 0.03% +864,527 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: 3,742,662 shares; 2024Q4: 3,878,330 shares; 2025Q1: 3,861,989 shares; 2025Q2: 4,017,873 shares; 2025Q3: 4,037,021 shares; 2025Q4: 4,182,675 shares 4,182,675 $115M 0.03% +145,654 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 729,233 shares; 2024Q4: 795,866 shares; 2025Q1: 821,358 shares; 2025Q2: 727,468 shares; 2025Q3: 764,739 shares; 2025Q4: 1,023,081 shares 1,023,081 $115M 0.03% +258,342 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 795,823 shares; 2024Q4: 790,135 shares; 2025Q1: 815,836 shares; 2025Q2: 1,040,889 shares; 2025Q3: 1,174,489 shares; 2025Q4: 1,264,638 shares 1,264,638 $115M 0.03% +90,149 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 536,113 shares; 2024Q4: 573,829 shares; 2025Q1: 592,006 shares; 2025Q2: 671,362 shares; 2025Q3: 827,600 shares; 2025Q4: 1,183,630 shares 1,183,630 $114M 0.03% +356,030 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,123,981 shares; 2024Q4: 1,509,407 shares; 2025Q1: 1,874,753 shares; 2025Q2: 2,207,827 shares; 2025Q3: 2,286,768 shares; 2025Q4: 2,270,496 shares 2,270,496 $114M 0.03% -16,272 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: 3,249,567 shares; 2024Q4: 3,437,898 shares; 2025Q1: 3,894,950 shares; 2025Q2: 4,064,306 shares; 2025Q3: 4,234,209 shares; 2025Q4: 3,773,599 shares 3,773,599 $113M 0.03% -460,610 Timeline