IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,237,258 shares; 2024Q4: 2,250,208 shares; 2025Q1: 2,325,039 shares; 2025Q2: 1,982,044 shares; 2025Q3: 1,779,473 shares 1,779,473 $1.19B 3.18% -202,571 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,229,190 shares; 2024Q4: 3,261,618 shares; 2025Q1: 3,390,999 shares; 2025Q2: 3,630,811 shares; 2025Q3: 3,678,178 shares 3,678,178 $686M 1.83% +47,367 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,116,448 shares; 2024Q4: 1,171,798 shares; 2025Q1: 1,245,250 shares; 2025Q2: 1,294,469 shares; 2025Q3: 1,316,465 shares 1,316,465 $682M 1.82% +21,996 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,257,626 shares; 2024Q4: 2,338,723 shares; 2025Q1: 2,415,359 shares; 2025Q2: 2,562,075 shares; 2025Q3: 2,623,518 shares 2,623,518 $668M 1.78% +61,443 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900,880 shares; 2024Q4: 906,764 shares; 2025Q1: 916,705 shares; 2025Q2: 943,903 shares; 2025Q3: 892,314 shares 892,314 $536M 1.43% -51,589 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,859,647 shares; 2024Q4: 3,067,190 shares; 2025Q1: 3,410,006 shares; 2025Q2: 3,454,291 shares; 2025Q3: 2,494,581 shares 2,494,581 $485M 1.29% -959,710 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,902,397 shares; 2024Q4: 1,944,171 shares; 2025Q1: 2,029,204 shares; 2025Q2: 2,153,209 shares; 2025Q3: 2,187,748 shares 2,187,748 $480M 1.28% +34,539 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 614,793 shares; 2024Q4: 644,145 shares; 2025Q1: 683,710 shares; 2025Q2: 689,431 shares; 2025Q3: 703,363 shares 703,363 $469M 1.25% +13,932 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 614,446 shares; 2024Q4: 665,703 shares; 2025Q1: 714,231 shares; 2025Q2: 726,952 shares; 2025Q3: 756,835 shares 756,835 $463M 1.24% +29,883 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,170,693 shares; 2024Q4: 5,353,223 shares; 2025Q1: 6,019,761 shares; 2025Q2: 6,604,596 shares; 2025Q3: 7,647,661 shares 7,647,661 $453M 1.21% +1,043,065 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,837,168 shares; 2024Q4: 7,198,757 shares; 2025Q1: 7,621,927 shares; 2025Q2: 7,627,543 shares; 2025Q3: 7,512,704 shares 7,512,704 $450M 1.2% -114,839 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,978,879 shares; 2024Q4: 3,036,812 shares; 2025Q1: 3,320,053 shares; 2025Q2: 3,333,902 shares; 2025Q3: 3,286,708 shares 3,286,708 $397M 1.06% -47,194 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,097,741 shares; 2024Q4: 2,239,317 shares; 2025Q1: 3,182,409 shares; 2025Q2: 4,964,754 shares; 2025Q3: 5,658,149 shares 5,658,149 $373M 1% +693,395 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,181,999 shares; 2024Q4: 1,245,750 shares; 2025Q1: 1,318,377 shares; 2025Q2: 1,399,801 shares; 2025Q3: 1,484,232 shares 1,484,232 $361M 0.96% +84,431 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 767,338 shares; 2024Q4: 765,902 shares; 2025Q1: 729,109 shares; 2025Q2: 785,410 shares; 2025Q3: 737,447 shares 737,447 $354M 0.94% -47,963 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370,171 shares; 2024Q4: 393,398 shares; 2025Q1: 415,404 shares; 2025Q2: 434,236 shares; 2025Q3: 450,322 shares 450,322 $331M 0.88% +16,086 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,454,621 shares; 2024Q4: 7,898,266 shares; 2025Q1: 8,355,660 shares; 2025Q2: 8,180,461 shares; 2025Q3: 6,969,354 shares 6,969,354 $326M 0.87% -1,211,107 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,540,573 shares; 2024Q4: 6,289,445 shares; 2025Q1: 7,065,460 shares; 2025Q2: 8,643,532 shares; 2025Q3: 10,174,284 shares 10,174,284 $325M 0.87% +1,530,752 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,243,209 shares; 2024Q4: 3,097,111 shares; 2025Q1: 3,278,256 shares; 2025Q2: 3,676,492 shares; 2025Q3: 3,542,447 shares 3,542,447 $309M 0.83% -134,045 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,396,292 shares; 2024Q4: 3,753,964 shares; 2025Q1: 3,375,020 shares; 2025Q2: 5,691,240 shares; 2025Q3: 4,458,037 shares 4,458,037 $302M 0.81% -1,233,203 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 703,304 shares; 2024Q4: 748,927 shares; 2025Q1: 1,164,224 shares; 2025Q2: 1,396,052 shares; 2025Q3: 1,413,565 shares 1,413,565 $292M 0.78% +17,513 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 834,666 shares; 2024Q4: 866,057 shares; 2025Q1: 896,977 shares; 2025Q2: 921,730 shares; 2025Q3: 899,309 shares 899,309 $284M 0.76% -22,421 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,770,199 shares 10,770,199 $273M 0.73% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,649 shares; 2024Q4: 62,175 shares; 2025Q1: 302,963 shares; 2025Q2: 462,730 shares; 2025Q3: 808,214 shares 808,214 $269M 0.72% +345,484 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,796,963 shares; 2024Q4: 3,846,565 shares; 2025Q1: 3,600,776 shares; 2025Q2: 4,534,983 shares; 2025Q3: 3,743,883 shares 3,743,883 $255M 0.68% -791,100 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,780,788 shares; 2024Q4: 4,780,044 shares; 2025Q1: 4,969,365 shares; 2025Q2: 5,981,257 shares; 2025Q3: 6,057,861 shares 6,057,861 $249M 0.66% +76,604 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,458,829 shares; 2024Q4: 1,447,815 shares; 2025Q1: 1,341,254 shares; 2025Q2: 1,302,751 shares; 2025Q3: 1,288,593 shares 1,288,593 $240M 0.64% -14,158 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 515,085 shares; 2024Q4: 539,463 shares; 2025Q1: 551,968 shares; 2025Q2: 499,599 shares; 2025Q3: 511,865 shares 511,865 $240M 0.64% +12,266 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,201,949 shares; 2024Q4: 2,848,421 shares; 2025Q1: 3,290,362 shares; 2025Q2: 3,177,670 shares; 2025Q3: 3,989,407 shares 3,989,407 $215M 0.57% +811,737 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 453,009 shares; 2024Q4: 477,086 shares; 2025Q1: 537,857 shares; 2025Q2: 622,140 shares; 2025Q3: 639,869 shares 639,869 $211M 0.56% +17,729 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,724,051 shares; 2024Q4: 2,894,482 shares; 2025Q1: 3,245,957 shares; 2025Q2: 3,233,431 shares; 2025Q3: 3,036,938 shares 3,036,938 $198M 0.53% -196,493 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,273,939 shares; 2024Q4: 3,677,649 shares; 2025Q1: 4,002,118 shares; 2025Q2: 4,500,964 shares; 2025Q3: 4,485,408 shares 4,485,408 $189M 0.5% -15,556 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,622,403 shares; 2024Q4: 1,705,919 shares; 2025Q1: 1,760,749 shares; 2025Q2: 2,117,164 shares; 2025Q3: 2,517,023 shares 2,517,023 $187M 0.5% +399,859 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,505,729 shares; 2024Q4: 1,717,137 shares; 2025Q1: 1,819,938 shares; 2025Q2: 1,957,609 shares; 2025Q3: 1,734,184 shares 1,734,184 $185M 0.49% -223,425 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,655,546 shares; 2024Q4: 1,953,940 shares; 2025Q1: 1,813,739 shares; 2025Q2: 1,909,544 shares; 2025Q3: 1,858,126 shares 1,858,126 $177M 0.47% -51,418 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 337,679 shares; 2024Q4: 378,246 shares; 2025Q1: 968,860 shares; 2025Q2: 1,258,659 shares; 2025Q3: 1,654,000 shares 1,654,000 $170M 0.45% +395,341 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 597,547 shares; 2024Q4: 626,603 shares; 2025Q1: 656,330 shares; 2025Q2: 664,764 shares; 2025Q3: 690,681 shares 690,681 $168M 0.45% +25,917 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,722,279 shares; 2024Q4: 5,389,861 shares; 2025Q1: 5,872,993 shares; 2025Q2: 6,058,642 shares; 2025Q3: 5,952,247 shares 5,952,247 $162M 0.43% -106,395 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,398,385 shares; 2024Q4: 1,580,015 shares; 2025Q1: 1,571,308 shares; 2025Q2: 2,131,460 shares; 2025Q3: 2,069,030 shares 2,069,030 $162M 0.43% -62,430 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,951 shares; 2024Q4: 389,528 shares; 2025Q1: 371,614 shares; 2025Q2: 429,174 shares; 2025Q3: 630,865 shares 630,865 $162M 0.43% +201,691 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,610,159 shares; 2024Q4: 2,732,984 shares; 2025Q1: 3,199,188 shares; 2025Q2: 3,357,833 shares; 2025Q3: 2,833,158 shares 2,833,158 $162M 0.43% -524,675 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,370,029 shares 6,370,029 $159M 0.43% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 416,569 shares; 2024Q4: 417,672 shares; 2025Q1: 444,396 shares; 2025Q2: 457,886 shares; 2025Q3: 458,698 shares 458,698 $157M 0.42% +812 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346,563 shares; 2024Q4: 367,494 shares; 2025Q1: 429,641 shares; 2025Q2: 448,753 shares; 2025Q3: 436,254 shares 436,254 $155M 0.41% -12,499 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436,850 shares; 2024Q4: 440,885 shares; 2025Q1: 440,978 shares; 2025Q2: 475,303 shares; 2025Q3: 469,390 shares 469,390 $154M 0.41% -5,913 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265,095 shares; 2024Q4: 278,942 shares; 2025Q1: 292,146 shares; 2025Q2: 305,827 shares; 2025Q3: 302,362 shares 302,362 $152M 0.41% -3,465 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,395,051 shares; 2024Q4: 2,546,021 shares; 2025Q1: 2,620,044 shares; 2025Q2: 2,788,923 shares; 2025Q3: 2,804,960 shares 2,804,960 $152M 0.41% +16,037 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,382 shares; 2024Q4: 323,614 shares; 2025Q1: 339,207 shares; 2025Q2: 336,046 shares; 2025Q3: 338,023 shares 338,023 $150M 0.4% +1,977 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,746,655 shares; 2025Q3: 4,336,683 shares 4,336,683 $148M 0.4% +2,590,028 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,688,825 shares; 2024Q4: 2,471,356 shares; 2025Q1: 2,800,681 shares; 2025Q2: 3,262,607 shares; 2025Q3: 3,338,111 shares 3,338,111 $147M 0.39% +75,504 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 548,661 shares; 2024Q4: 601,040 shares; 2025Q1: 606,930 shares; 2025Q2: 635,640 shares; 2025Q3: 631,393 shares 631,393 $146M 0.39% -4,247 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 524,644 shares; 2024Q4: 960,451 shares; 2025Q1: 1,543,211 shares; 2025Q2: 1,553,050 shares; 2025Q3: 2,008,348 shares 2,008,348 $146M 0.39% +455,298 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 405,725 shares; 2025Q2: 3,780,884 shares; 2025Q3: 3,836,763 shares 3,836,763 $145M 0.39% +55,879 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,052,023 shares; 2024Q4: 1,125,977 shares; 2025Q1: 1,231,676 shares; 2025Q2: 1,232,046 shares; 2025Q3: 1,210,705 shares 1,210,705 $144M 0.38% -21,341 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,061,871 shares; 2024Q4: 1,209,528 shares; 2025Q1: 1,546,570 shares; 2025Q2: 1,371,172 shares; 2025Q3: 1,400,997 shares 1,400,997 $140M 0.37% +29,825 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,331,296 shares; 2024Q4: 1,641,006 shares; 2025Q1: 1,757,506 shares; 2025Q2: 2,026,570 shares; 2025Q3: 2,589,855 shares 2,589,855 $138M 0.37% +563,285 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,236 shares; 2024Q4: 245,361 shares; 2025Q1: 216,988 shares; 2025Q2: 275,758 shares; 2025Q3: 650,152 shares 650,152 $136M 0.36% +374,394 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 941,220 shares; 2024Q4: 1,069,210 shares; 2025Q1: 1,290,497 shares; 2025Q2: 1,732,017 shares; 2025Q3: 1,800,639 shares 1,800,639 $135M 0.36% +68,622 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 542,185 shares; 2024Q4: 562,757 shares; 2025Q1: 564,731 shares; 2025Q2: 583,059 shares; 2025Q3: 585,311 shares 585,311 $126M 0.34% +2,252 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,684,062 shares; 2024Q4: 2,076,301 shares; 2025Q1: 2,731,036 shares; 2025Q2: 3,032,309 shares; 2025Q3: 3,165,889 shares 3,165,889 $125M 0.33% +133,580 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,246 shares; 2024Q4: 281,218 shares; 2025Q1: 298,575 shares; 2025Q2: 303,889 shares; 2025Q3: 308,055 shares 308,055 $125M 0.33% +4,166 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 427,144 shares; 2024Q4: 454,773 shares; 2025Q1: 477,830 shares; 2025Q2: 503,607 shares; 2025Q3: 504,041 shares 504,041 $125M 0.33% +434 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 337,966 shares; 2024Q4: 443,060 shares; 2025Q1: 379,928 shares; 2025Q2: 347,718 shares; 2025Q3: 439,425 shares 439,425 $124M 0.33% +91,707 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,057 shares; 2024Q4: 90,259 shares; 2025Q1: 97,053 shares; 2025Q2: 99,077 shares; 2025Q3: 101,966 shares 101,966 $122M 0.33% +2,889 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 407,163 shares; 2024Q4: 399,359 shares; 2025Q1: 423,822 shares; 2025Q2: 453,189 shares; 2025Q3: 431,438 shares 431,438 $120M 0.32% -21,751 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 819,494 shares; 2024Q4: 821,457 shares; 2025Q1: 844,529 shares; 2025Q2: 898,630 shares; 2025Q3: 1,051,305 shares 1,051,305 $117M 0.31% +152,675 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,816 shares; 2024Q4: 108,238 shares; 2025Q1: 111,252 shares; 2025Q2: 117,722 shares; 2025Q3: 124,893 shares 124,893 $116M 0.31% +7,171 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,027,102 shares; 2024Q4: 1,033,164 shares; 2025Q1: 1,047,794 shares; 2025Q2: 1,092,319 shares; 2025Q3: 1,097,044 shares 1,097,044 $113M 0.3% +4,725 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 560,850 shares; 2024Q4: 588,510 shares; 2025Q1: 480,599 shares; 2025Q2: 505,791 shares; 2025Q3: 413,003 shares 413,003 $113M 0.3% -92,788 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,870,208 shares; 2024Q4: 2,997,215 shares; 2025Q1: 2,943,110 shares; 2025Q2: 3,284,070 shares; 2025Q3: 3,315,259 shares 3,315,259 $111M 0.3% +31,189 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,212 shares; 2024Q4: 130,539 shares; 2025Q1: 137,558 shares; 2025Q2: 1,358,561 shares; 2025Q3: 1,498,831 shares 1,498,831 $110M 0.29% +140,270 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,361 shares; 2024Q4: 127,018 shares; 2025Q1: 135,338 shares; 2025Q2: 152,113 shares; 2025Q3: 144,028 shares 144,028 $110M 0.29% -8,085 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 721,993 shares; 2024Q4: 642,361 shares; 2025Q1: 615,726 shares; 2025Q2: 606,164 shares; 2025Q3: 599,419 shares 599,419 $109M 0.29% -6,745 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 644,291 shares; 2024Q4: 869,932 shares; 2025Q1: 829,566 shares; 2025Q2: 1,000,339 shares; 2025Q3: 1,020,620 shares 1,020,620 $107M 0.28% +20,281 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 343,040 shares; 2024Q4: 369,725 shares; 2025Q1: 358,217 shares; 2025Q2: 353,707 shares; 2025Q3: 356,456 shares 356,456 $106M 0.28% +2,749 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 337,638 shares; 2024Q4: 337,075 shares; 2025Q1: 324,393 shares; 2025Q2: 424,700 shares; 2025Q3: 356,092 shares 356,092 $105M 0.28% -68,608 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368,562 shares; 2024Q4: 266,341 shares; 2025Q1: 435,254 shares; 2025Q2: 520,606 shares; 2025Q3: 665,513 shares 665,513 $103M 0.27% +144,907 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,885,052 shares; 2024Q4: 2,161,173 shares; 2025Q1: 2,557,602 shares; 2025Q2: 2,753,304 shares; 2025Q3: 2,995,195 shares 2,995,195 $102M 0.27% +241,891 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 568,877 shares; 2024Q4: 578,895 shares; 2025Q1: 613,446 shares; 2025Q2: 639,729 shares; 2025Q3: 627,429 shares 627,429 $102M 0.27% -12,300 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391,747 shares; 2024Q4: 426,348 shares; 2025Q1: 382,148 shares; 2025Q2: 396,389 shares; 2025Q3: 395,480 shares 395,480 $101M 0.27% -909 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,214,276 shares; 2024Q4: 2,200,631 shares; 2025Q1: 1,939,169 shares; 2025Q2: 1,866,117 shares; 2025Q3: 1,726,023 shares 1,726,023 $99.2M 0.26% -140,094 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,932 shares; 2024Q4: 169,126 shares; 2025Q1: 171,065 shares; 2025Q2: 164,773 shares; 2025Q3: 167,478 shares 167,478 $95.3M 0.25% +2,705 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 989,452 shares; 2024Q4: 1,017,213 shares; 2025Q1: 1,269,467 shares; 2025Q2: 1,358,900 shares; 2025Q3: 1,403,214 shares 1,403,214 $94.4M 0.25% +44,314 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294,629 shares; 2024Q4: 294,760 shares; 2025Q1: 295,287 shares; 2025Q2: 300,761 shares; 2025Q3: 298,709 shares 298,709 $92M 0.25% -2,052 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,736,941 shares; 2024Q4: 1,797,039 shares; 2025Q1: 1,172,909 shares; 2025Q2: 1,739,930 shares; 2025Q3: 1,961,520 shares 1,961,520 $90.7M 0.24% +221,590 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,740 shares; 2024Q4: 256,909 shares; 2025Q1: 256,579 shares; 2025Q2: 280,701 shares; 2025Q3: 272,480 shares 272,480 $88.9M 0.24% -8,221 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336,554 shares; 2024Q4: 407,747 shares; 2025Q1: 583,103 shares; 2025Q2: 474,489 shares; 2025Q3: 457,019 shares 457,019 $86.7M 0.23% -17,470 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 434,611 shares; 2024Q4: 517,598 shares; 2025Q1: 557,083 shares; 2025Q2: 639,221 shares; 2025Q3: 1,151,960 shares 1,151,960 $84.4M 0.23% +512,739 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 546,211 shares; 2024Q4: 564,918 shares; 2025Q1: 637,713 shares; 2025Q2: 677,534 shares; 2025Q3: 743,880 shares 743,880 $83.9M 0.22% +66,346 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370,132 shares; 2024Q4: 377,266 shares; 2025Q1: 399,099 shares; 2025Q2: 398,755 shares; 2025Q3: 408,283 shares 408,283 $83.1M 0.22% +9,528 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,189,169 shares; 2024Q4: 1,315,487 shares; 2025Q1: 1,429,216 shares; 2025Q2: 1,508,448 shares; 2025Q3: 1,639,072 shares 1,639,072 $82.5M 0.22% +130,624 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 549,313 shares; 2024Q4: 516,418 shares; 2025Q1: 540,349 shares; 2025Q2: 576,010 shares; 2025Q3: 580,196 shares 580,196 $81.8M 0.22% +4,186 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 560,765 shares; 2024Q4: 473,288 shares; 2025Q1: 1,038,031 shares; 2025Q2: 1,044,877 shares; 2025Q3: 1,184,903 shares 1,184,903 $80.7M 0.22% +140,026 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70,429 shares; 2025Q1: 71,729 shares; 2025Q2: 74,928 shares; 2025Q3: 69,217 shares 69,217 $80.7M 0.22% -5,711 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,221,128 shares; 2024Q4: 1,421,604 shares; 2025Q1: 1,511,505 shares; 2025Q2: 1,517,783 shares; 2025Q3: 1,604,549 shares 1,604,549 $79.4M 0.21% +86,766 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 927,717 shares; 2024Q4: 1,024,239 shares; 2025Q1: 1,124,584 shares; 2025Q2: 1,247,798 shares; 2025Q3: 1,456,797 shares 1,456,797 $77.3M 0.21% +208,999 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,408 shares; 2024Q4: 299,453 shares; 2025Q1: 435,683 shares; 2025Q2: 477,856 shares; 2025Q3: 478,947 shares 478,947 $76.1M 0.2% +1,091 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 558,078 shares; 2024Q4: 520,647 shares; 2025Q1: 501,586 shares; 2025Q2: 512,378 shares; 2025Q3: 489,469 shares 489,469 $76M 0.2% -22,909 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 383,024 shares; 2024Q4: 416,750 shares; 2025Q1: 646,718 shares; 2025Q2: 970,754 shares; 2025Q3: 638,041 shares 638,041 $75.5M 0.2% -332,713 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 932,221 shares; 2024Q4: 964,086 shares; 2025Q1: 1,019,425 shares; 2025Q2: 1,096,529 shares; 2025Q3: 1,092,049 shares 1,092,049 $74.7M 0.2% -4,480 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 733,971 shares; 2024Q4: 789,188 shares; 2025Q1: 874,069 shares; 2025Q2: 979,909 shares; 2025Q3: 894,395 shares 894,395 $74.2M 0.2% -85,514 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,671 shares; 2024Q4: 89,977 shares; 2025Q1: 92,872 shares; 2025Q2: 88,469 shares; 2025Q3: 91,748 shares 91,748 $73.1M 0.2% +3,279 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,223 shares; 2024Q4: 284,907 shares; 2025Q1: 285,091 shares; 2025Q2: 273,944 shares; 2025Q3: 259,137 shares 259,137 $72.9M 0.19% -14,807 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,643 shares; 2024Q4: 148,102 shares; 2025Q1: 155,662 shares; 2025Q2: 154,361 shares; 2025Q3: 152,598 shares 152,598 $72.8M 0.19% -1,763 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 496,159 shares; 2024Q4: 1,420,841 shares; 2025Q1: 1,651,105 shares; 2025Q2: 2,567,446 shares; 2025Q3: 3,036,898 shares 3,036,898 $72.7M 0.19% +469,452 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 508,049 shares; 2024Q4: 496,369 shares; 2025Q1: 497,484 shares; 2025Q2: 514,838 shares; 2025Q3: 495,447 shares 495,447 $72.2M 0.19% -19,391 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,274,797 shares; 2024Q4: 1,425,201 shares; 2025Q1: 1,645,090 shares; 2025Q2: 1,848,872 shares; 2025Q3: 1,684,667 shares 1,684,667 $72.1M 0.19% -164,205 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 511,086 shares; 2024Q4: 525,283 shares; 2025Q1: 534,688 shares; 2025Q2: 563,824 shares; 2025Q3: 522,676 shares 522,676 $70M 0.19% -41,148 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415,491 shares; 2024Q4: 429,169 shares; 2025Q1: 445,140 shares; 2025Q2: 459,760 shares; 2025Q3: 447,513 shares 447,513 $68.8M 0.18% -12,247 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 825,812 shares; 2024Q4: 850,386 shares; 2025Q1: 920,001 shares; 2025Q2: 886,278 shares; 2025Q3: 349,411 shares 349,411 $68.4M 0.18% -536,867 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,789 shares; 2024Q4: 429,129 shares; 2025Q1: 432,381 shares; 2025Q2: 565,595 shares; 2025Q3: 742,829 shares 742,829 $68.2M 0.18% +177,234 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 463,729 shares; 2024Q4: 604,419 shares; 2025Q1: 633,229 shares; 2025Q2: 631,541 shares; 2025Q3: 694,601 shares 694,601 $68.1M 0.18% +63,060 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,643 shares; 2024Q4: 162,991 shares; 2025Q1: 283,928 shares; 2025Q2: 508,615 shares; 2025Q3: 560,360 shares 560,360 $67.8M 0.18% +51,745 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,457,858 shares; 2024Q4: 1,439,585 shares; 2025Q1: 1,473,079 shares; 2025Q2: 1,536,323 shares; 2025Q3: 1,540,226 shares 1,540,226 $67.7M 0.18% +3,903 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 783,314 shares; 2024Q4: 1,019,870 shares; 2025Q1: 1,119,113 shares; 2025Q2: 1,221,602 shares; 2025Q3: 1,165,507 shares 1,165,507 $67M 0.18% -56,095 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375,270 shares; 2024Q4: 387,638 shares; 2025Q1: 388,684 shares; 2025Q2: 396,012 shares; 2025Q3: 400,401 shares 400,401 $67M 0.18% +4,389 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,304 shares; 2024Q4: 81,255 shares; 2025Q1: 86,817 shares; 2025Q2: 85,822 shares; 2025Q3: 88,979 shares 88,979 $66.4M 0.18% +3,157 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,014 shares; 2024Q4: 341,509 shares; 2025Q1: 1,000,182 shares; 2025Q2: 1,076,371 shares; 2025Q3: 895,791 shares 895,791 $66.4M 0.18% -180,580 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 943,195 shares; 2024Q4: 1,175,006 shares; 2025Q1: 953,920 shares; 2025Q2: 1,182,696 shares; 2025Q3: 1,305,776 shares 1,305,776 $66.2M 0.18% +123,080 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231,939 shares; 2024Q4: 293,334 shares; 2025Q1: 254,602 shares; 2025Q2: 164,058 shares; 2025Q3: 274,852 shares 274,852 $65.9M 0.18% +110,794 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,619 shares; 2024Q4: 38,457 shares; 2025Q1: 11,665 shares; 2025Q2: 1,280,810 shares; 2025Q3: 1,280,467 shares 1,280,467 $65.6M 0.18% -343 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 649,059 shares; 2024Q4: 704,299 shares; 2025Q1: 663,817 shares; 2025Q2: 697,873 shares; 2025Q3: 700,629 shares 700,629 $65.4M 0.17% +2,756 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 585,308 shares; 2024Q4: 597,659 shares; 2025Q1: 621,978 shares; 2025Q2: 653,419 shares; 2025Q3: 676,207 shares 676,207 $64.6M 0.17% +22,788 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,204,561 shares; 2024Q4: 2,506,857 shares; 2025Q1: 2,760,675 shares; 2025Q2: 2,651,415 shares; 2025Q3: 2,751,676 shares 2,751,676 $64.1M 0.17% +100,261 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 791,062 shares; 2024Q4: 818,615 shares; 2025Q1: 812,106 shares; 2025Q2: 826,927 shares; 2025Q3: 809,132 shares 809,132 $63.8M 0.17% -17,795 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,087,811 shares; 2024Q4: 1,165,649 shares; 2025Q1: 966,834 shares; 2025Q2: 902,503 shares; 2025Q3: 892,342 shares 892,342 $63.7M 0.17% -10,161 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,256 shares; 2024Q4: 280,857 shares; 2025Q1: 299,296 shares; 2025Q2: 322,520 shares; 2025Q3: 335,276 shares 335,276 $62.2M 0.17% +12,756 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,979 shares; 2024Q4: 151,618 shares; 2025Q1: 168,777 shares; 2025Q2: 167,228 shares; 2025Q3: 166,827 shares 166,827 $61M 0.16% -401 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,130,306 shares; 2024Q4: 1,410,666 shares; 2025Q1: 1,536,471 shares; 2025Q2: 1,614,179 shares; 2025Q3: 1,601,589 shares 1,601,589 $60.9M 0.16% -12,590 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,113,585 shares; 2024Q4: 1,116,020 shares; 2025Q1: 1,134,480 shares; 2025Q2: 1,158,247 shares; 2025Q3: 1,125,665 shares 1,125,665 $60.4M 0.16% -32,582 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,628 shares; 2024Q4: 171,485 shares; 2025Q1: 184,355 shares; 2025Q2: 200,840 shares; 2025Q3: 209,012 shares 209,012 $59M 0.16% +8,172 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 533,900 shares; 2024Q4: 530,324 shares; 2025Q1: 524,430 shares; 2025Q2: 523,669 shares; 2025Q3: 506,090 shares 506,090 $57.9M 0.15% -17,579 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,543 shares; 2024Q4: 737,683 shares; 2025Q1: 775,996 shares; 2025Q2: 934,225 shares; 2025Q3: 1,064,882 shares 1,064,882 $57.7M 0.15% +130,657 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,203,968 shares; 2024Q4: 1,443,344 shares; 2025Q1: 1,545,854 shares; 2025Q2: 1,825,400 shares; 2025Q3: 2,111,606 shares 2,111,606 $57.6M 0.15% +286,206 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 413,630 shares; 2024Q4: 420,137 shares; 2025Q1: 407,849 shares; 2025Q2: 416,482 shares; 2025Q3: 405,750 shares 405,750 $56.8M 0.15% -10,732 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,828 shares; 2024Q4: 55,889 shares; 2025Q1: 58,331 shares; 2025Q2: 61,374 shares; 2025Q3: 61,141 shares 61,141 $56.3M 0.15% -233 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,616 shares; 2024Q4: 11,183 shares; 2025Q1: 10,662 shares; 2025Q2: 10,779 shares; 2025Q3: 10,368 shares 10,368 $56M 0.15% -411 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,034,038 shares; 2024Q4: 2,239,306 shares; 2025Q1: 2,174,200 shares; 2025Q2: 2,318,254 shares; 2025Q3: 2,438,289 shares 2,438,289 $55.4M 0.15% +120,035 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,413 shares; 2024Q4: 186,366 shares; 2025Q1: 178,333 shares; 2025Q2: 195,770 shares; 2025Q3: 194,809 shares 194,809 $55M 0.15% -961 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,857 shares; 2024Q4: 187,298 shares; 2025Q1: 177,608 shares; 2025Q2: 182,774 shares; 2025Q3: 175,907 shares 175,907 $54.5M 0.15% -6,867 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 767,014 shares; 2024Q4: 680,432 shares; 2025Q1: 757,620 shares; 2025Q2: 909,779 shares; 2025Q3: 983,800 shares 983,800 $54.4M 0.15% +74,021 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,001 shares; 2024Q4: 146,299 shares; 2025Q1: 141,304 shares; 2025Q2: 171,398 shares; 2025Q3: 180,778 shares 180,778 $54.4M 0.15% +9,380 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 536,386 shares; 2024Q4: 561,480 shares; 2025Q1: 563,170 shares; 2025Q2: 547,558 shares; 2025Q3: 734,100 shares 734,100 $53.9M 0.14% +186,542 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,476,217 shares; 2024Q4: 1,804,314 shares; 2025Q1: 2,120,336 shares; 2025Q2: 2,283,396 shares; 2025Q3: 2,305,033 shares 2,305,033 $53.3M 0.14% +21,637 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,793 shares; 2024Q4: 170,816 shares; 2025Q1: 187,455 shares; 2025Q2: 207,727 shares; 2025Q3: 219,176 shares 219,176 $51.9M 0.14% +11,449 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,840 shares; 2024Q4: 196,072 shares; 2025Q1: 217,007 shares; 2025Q2: 266,220 shares; 2025Q3: 252,893 shares 252,893 $51.8M 0.14% -13,327 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 568,540 shares; 2024Q4: 663,916 shares; 2025Q1: 367,822 shares; 2025Q2: 407,240 shares; 2025Q3: 578,215 shares 578,215 $51.7M 0.14% +170,975 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,701,420 shares; 2024Q4: 2,104,114 shares; 2025Q1: 1,234,823 shares; 2025Q2: 1,333,981 shares; 2025Q3: 453,417 shares 453,417 $51.6M 0.14% -880,564 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,770 shares; 2024Q4: 291,014 shares; 2025Q1: 276,748 shares; 2025Q2: 523,311 shares; 2025Q3: 533,294 shares 533,294 $51.4M 0.14% +9,983 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 618,196 shares; 2024Q4: 690,068 shares; 2025Q1: 717,627 shares; 2025Q2: 760,925 shares; 2025Q3: 679,347 shares 679,347 $51.3M 0.14% -81,578 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,101 shares; 2024Q4: 134,646 shares; 2025Q1: 136,391 shares; 2025Q2: 188,576 shares; 2025Q3: 145,349 shares 145,349 $50.2M 0.13% -43,227 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,067 shares; 2024Q4: 82,572 shares; 2025Q1: 88,496 shares; 2025Q2: 90,954 shares; 2025Q3: 99,691 shares 99,691 $49.8M 0.13% +8,737 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,842 shares; 2024Q4: 319,460 shares; 2025Q1: 342,529 shares; 2025Q2: 364,346 shares; 2025Q3: 401,805 shares 401,805 $49.7M 0.13% +37,459 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,287,021 shares; 2024Q4: 1,227,641 shares; 2025Q1: 1,237,934 shares; 2025Q2: 1,740,318 shares; 2025Q3: 1,756,208 shares 1,756,208 $49.6M 0.13% +15,890 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,915 shares; 2024Q4: 254,924 shares; 2025Q1: 341,755 shares; 2025Q2: 409,829 shares; 2025Q3: 492,326 shares 492,326 $49.6M 0.13% +82,497 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,610 shares; 2024Q4: 283,877 shares; 2025Q1: 322,877 shares; 2025Q2: 308,730 shares; 2025Q3: 297,369 shares 297,369 $49.5M 0.13% -11,361 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 608,347 shares; 2024Q4: 471,401 shares; 2025Q1: 476,559 shares; 2025Q2: 747,363 shares; 2025Q3: 747,129 shares 747,129 $48.6M 0.13% -234 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 636,345 shares; 2024Q4: 577,984 shares; 2025Q1: 600,038 shares; 2025Q2: 587,427 shares; 2025Q3: 564,965 shares 564,965 $47.8M 0.13% -22,462 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,434,477 shares; 2024Q4: 1,080,133 shares; 2025Q1: 1,000,695 shares; 2025Q2: 1,029,798 shares; 2025Q3: 1,081,340 shares 1,081,340 $47.8M 0.13% +51,542 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 646,650 shares; 2024Q4: 441,515 shares; 2025Q1: 536,275 shares; 2025Q2: 576,273 shares; 2025Q3: 501,996 shares 501,996 $47.8M 0.13% -74,277 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,909 shares; 2024Q4: 290,736 shares; 2025Q1: 403,070 shares; 2025Q2: 422,649 shares; 2025Q3: 416,933 shares 416,933 $47.7M 0.13% -5,716 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,970 shares; 2024Q4: 155,173 shares; 2025Q1: 168,295 shares; 2025Q2: 205,256 shares; 2025Q3: 231,999 shares 231,999 $47.2M 0.13% +26,743 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,004 shares; 2024Q4: 157,000 shares; 2025Q1: 155,003 shares; 2025Q2: 151,479 shares; 2025Q3: 160,394 shares 160,394 $47.1M 0.13% +8,915 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,723 shares; 2024Q4: 42,852 shares; 2025Q1: 52,743 shares; 2025Q2: 50,928 shares; 2025Q3: 48,192 shares 48,192 $46.7M 0.12% -2,736 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,321 shares; 2024Q4: 172,130 shares; 2025Q1: 179,063 shares; 2025Q2: 183,468 shares; 2025Q3: 192,637 shares 192,637 $46.6M 0.12% +9,169 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 403,315 shares; 2024Q4: 448,224 shares; 2025Q1: 517,777 shares; 2025Q2: 547,212 shares; 2025Q3: 553,429 shares 553,429 $46.4M 0.12% +6,217 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,742 shares; 2024Q4: 254,029 shares; 2025Q1: 224,841 shares; 2025Q2: 225,618 shares; 2025Q3: 339,551 shares 339,551 $45.9M 0.12% +113,933 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,401,021 shares; 2024Q4: 1,259,504 shares; 2025Q1: 2,438,005 shares; 2025Q2: 1,475,972 shares; 2025Q3: 1,157,914 shares 1,157,914 $45.9M 0.12% -318,058 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 535,460 shares; 2024Q4: 581,424 shares; 2025Q1: 556,061 shares; 2025Q2: 530,369 shares; 2025Q3: 564,632 shares 564,632 $45.8M 0.12% +34,263 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,606 shares; 2024Q4: 63,846 shares; 2025Q1: 60,194 shares; 2025Q2: 67,571 shares; 2025Q3: 62,773 shares 62,773 $45.1M 0.12% -4,798 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,517 shares; 2024Q4: 182,544 shares; 2025Q1: 167,773 shares; 2025Q2: 132,750 shares; 2025Q3: 111,981 shares 111,981 $45.1M 0.12% -20,769 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 594,614 shares; 2024Q4: 927,004 shares; 2025Q1: 974,190 shares; 2025Q2: 1,125,534 shares; 2025Q3: 1,299,677 shares 1,299,677 $45M 0.12% +174,143 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 601,157 shares; 2024Q4: 690,387 shares; 2025Q1: 764,403 shares; 2025Q2: 791,812 shares; 2025Q3: 781,080 shares 781,080 $44.9M 0.12% -10,732 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 667,141 shares; 2024Q4: 692,355 shares; 2025Q1: 714,821 shares; 2025Q2: 710,384 shares; 2025Q3: 672,300 shares 672,300 $44.6M 0.12% -38,084 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,527,090 shares; 2024Q4: 1,684,119 shares; 2025Q1: 1,830,092 shares; 2025Q2: 2,116,598 shares; 2025Q3: 2,256,812 shares 2,256,812 $44.1M 0.12% +140,214 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 765,406 shares; 2024Q4: 391,419 shares; 2025Q1: 452,153 shares; 2025Q2: 881,588 shares; 2025Q3: 1,039,913 shares 1,039,913 $44.1M 0.12% +158,325 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,049,205 shares; 2024Q4: 1,121,087 shares; 2025Q1: 1,009,574 shares; 2025Q2: 844,108 shares; 2025Q3: 878,613 shares 878,613 $44M 0.12% +34,505 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 664,031 shares; 2024Q4: 706,046 shares; 2025Q1: 776,851 shares; 2025Q2: 872,304 shares; 2025Q3: 844,644 shares 844,644 $43.6M 0.12% -27,660 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297,963 shares; 2024Q4: 321,445 shares; 2025Q1: 318,943 shares; 2025Q2: 224,522 shares; 2025Q3: 269,224 shares 269,224 $43.6M 0.12% +44,702 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,290 shares; 2024Q4: 122,403 shares; 2025Q1: 134,218 shares; 2025Q2: 139,616 shares; 2025Q3: 142,962 shares 142,962 $43.4M 0.12% +3,346 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 554,997 shares; 2024Q4: 576,976 shares; 2025Q1: 613,087 shares; 2025Q2: 555,064 shares; 2025Q3: 555,558 shares 555,558 $43.4M 0.12% +494 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,392 shares; 2024Q4: 114,306 shares; 2025Q1: 118,157 shares; 2025Q2: 127,398 shares; 2025Q3: 125,008 shares 125,008 $43.3M 0.12% -2,390 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,599 shares; 2024Q4: 265,372 shares; 2025Q1: 242,949 shares; 2025Q2: 245,196 shares; 2025Q3: 204,984 shares 204,984 $42.8M 0.11% -40,212 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,080 shares; 2024Q4: 327,187 shares; 2025Q1: 333,587 shares; 2025Q2: 340,809 shares; 2025Q3: 335,685 shares 335,685 $42.6M 0.11% -5,124 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,149 shares; 2024Q4: 172,848 shares; 2025Q1: 180,140 shares; 2025Q2: 185,268 shares; 2025Q3: 180,007 shares 180,007 $42.5M 0.11% -5,261 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 337,045 shares; 2024Q4: 363,570 shares; 2025Q1: 285,295 shares; 2025Q2: 353,070 shares; 2025Q3: 366,631 shares 366,631 $42.2M 0.11% +13,561 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,628 shares; 2024Q4: 34,907 shares; 2025Q1: 35,578 shares; 2025Q2: 197,936 shares; 2025Q3: 197,368 shares 197,368 $42M 0.11% -568 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 523,557 shares; 2025Q2: 685,472 shares; 2025Q3: 1,360,614 shares 1,360,614 $41.9M 0.11% +675,142 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,387,138 shares; 2024Q4: 1,090,300 shares; 2025Q1: 1,329,258 shares; 2025Q2: 1,462,657 shares; 2025Q3: 1,638,863 shares 1,638,863 $41.8M 0.11% +176,206 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,047 shares; 2024Q4: 126,039 shares; 2025Q1: 127,371 shares; 2025Q2: 136,023 shares; 2025Q3: 118,115 shares 118,115 $41.7M 0.11% -17,908 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 449,681 shares; 2024Q4: 338,269 shares; 2025Q1: 425,066 shares; 2025Q2: 304,571 shares; 2025Q3: 296,026 shares 296,026 $41.2M 0.11% -8,545 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,430 shares; 2024Q4: 25,189 shares; 2025Q1: 52,481 shares; 2025Q2: 55,757 shares; 2025Q3: 54,241 shares 54,241 $41.1M 0.11% -1,516 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,809 shares; 2024Q4: 336,594 shares; 2025Q1: 347,444 shares; 2025Q2: 436,045 shares; 2025Q3: 490,980 shares 490,980 $40.5M 0.11% +54,935 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,079 shares; 2024Q4: 250,685 shares; 2025Q1: 245,219 shares; 2025Q2: 243,771 shares; 2025Q3: 231,072 shares 231,072 $40.3M 0.11% -12,699 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336,677 shares; 2024Q4: 286,845 shares; 2025Q1: 303,568 shares; 2025Q2: 327,360 shares; 2025Q3: 324,358 shares 324,358 $39.7M 0.11% -3,002 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 453,449 shares; 2024Q4: 492,747 shares; 2025Q1: 531,992 shares; 2025Q2: 429,066 shares; 2025Q3: 487,297 shares 487,297 $38.9M 0.1% +58,231 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,958 shares; 2024Q4: 228,527 shares; 2025Q1: 253,935 shares; 2025Q2: 343,195 shares; 2025Q3: 368,889 shares 368,889 $38.7M 0.1% +25,694 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 238,040 shares; 2025Q1: 287,026 shares; 2025Q2: 289,834 shares; 2025Q3: 264,979 shares 264,979 $38.6M 0.1% -24,855 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,016 shares; 2024Q4: 86,968 shares; 2025Q1: 89,329 shares; 2025Q2: 92,692 shares; 2025Q3: 78,302 shares 78,302 $38.5M 0.1% -14,390 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437,308 shares; 2024Q4: 518,313 shares; 2025Q1: 595,147 shares; 2025Q2: 610,534 shares; 2025Q3: 319,061 shares 319,061 $38.4M 0.1% -291,473 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 563,627 shares; 2024Q4: 628,011 shares; 2025Q1: 850,354 shares; 2025Q2: 1,003,941 shares; 2025Q3: 762,665 shares 762,665 $38.1M 0.1% -241,276 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375,900 shares; 2024Q4: 336,444 shares; 2025Q1: 317,429 shares; 2025Q2: 344,915 shares; 2025Q3: 343,554 shares 343,554 $38M 0.1% -1,361 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 810,781 shares; 2024Q4: 816,765 shares; 2025Q1: 833,378 shares; 2025Q2: 858,314 shares; 2025Q3: 764,792 shares 764,792 $37M 0.1% -93,522 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,450,633 shares; 2024Q4: 1,450,113 shares; 2025Q1: 1,368,320 shares; 2025Q2: 1,434,639 shares; 2025Q3: 956,811 shares 956,811 $36.9M 0.1% -477,828 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,633 shares; 2024Q4: 206,408 shares; 2025Q1: 149,312 shares; 2025Q2: 204,235 shares; 2025Q3: 206,517 shares 206,517 $36.5M 0.1% +2,282 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,916 shares; 2024Q4: 98,440 shares; 2025Q1: 289,976 shares; 2025Q2: 885,317 shares; 2025Q3: 965,471 shares 965,471 $35M 0.09% +80,154 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341,847 shares; 2024Q4: 353,593 shares; 2025Q1: 385,302 shares; 2025Q2: 392,334 shares; 2025Q3: 368,328 shares 368,328 $34.9M 0.09% -24,006 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 659,064 shares; 2024Q4: 443,500 shares; 2025Q1: 567,525 shares; 2025Q2: 746,919 shares; 2025Q3: 750,669 shares 750,669 $34.6M 0.09% +3,750 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 599,755 shares; 2024Q4: 671,165 shares; 2025Q1: 738,735 shares; 2025Q2: 738,695 shares; 2025Q3: 386,553 shares 386,553 $34.5M 0.09% -352,142 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 824,750 shares; 2024Q4: 806,291 shares; 2025Q1: 482,348 shares; 2025Q2: 451,155 shares; 2025Q3: 384,358 shares 384,358 $34.4M 0.09% -66,797 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,378 shares; 2024Q4: 255,485 shares; 2025Q1: 303,222 shares; 2025Q2: 339,646 shares; 2025Q3: 336,765 shares 336,765 $34.2M 0.09% -2,881 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,775 shares; 2024Q4: 189,064 shares; 2025Q1: 151,217 shares; 2025Q2: 220,413 shares; 2025Q3: 233,844 shares 233,844 $34.1M 0.09% +13,431 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445,457 shares; 2024Q4: 438,379 shares; 2025Q1: 460,053 shares; 2025Q2: 393,478 shares; 2025Q3: 363,652 shares 363,652 $34.1M 0.09% -29,826 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,472 shares; 2024Q4: 130,981 shares; 2025Q1: 147,491 shares; 2025Q2: 163,096 shares; 2025Q3: 160,328 shares 160,328 $33.7M 0.09% -2,768 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,854 shares; 2024Q4: 158,056 shares; 2025Q1: 185,973 shares; 2025Q2: 213,298 shares; 2025Q3: 244,364 shares 244,364 $33.7M 0.09% +31,066 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,361 shares; 2024Q4: 199,356 shares; 2025Q1: 212,402 shares; 2025Q2: 235,774 shares; 2025Q3: 238,828 shares 238,828 $33.5M 0.09% +3,054 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 715,244 shares; 2024Q4: 757,157 shares; 2025Q1: 595,249 shares; 2025Q2: 642,999 shares; 2025Q3: 710,220 shares 710,220 $33.2M 0.09% +67,221 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 303,343 shares; 2024Q4: 303,233 shares; 2025Q1: 267,073 shares; 2025Q2: 289,717 shares; 2025Q3: 305,384 shares 305,384 $33.2M 0.09% +15,667 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,789 shares; 2024Q4: 63,426 shares; 2025Q1: 63,371 shares; 2025Q2: 67,390 shares; 2025Q3: 67,112 shares 67,112 $32.9M 0.09% -278 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 734,915 shares; 2024Q4: 860,484 shares; 2025Q1: 1,145,877 shares; 2025Q2: 1,298,090 shares; 2025Q3: 1,662,479 shares 1,662,479 $32.8M 0.09% +364,389 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,031 shares; 2024Q4: 286,596 shares; 2025Q1: 293,544 shares; 2025Q2: 290,591 shares; 2025Q3: 324,046 shares 324,046 $32.6M 0.09% +33,455 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,396 shares; 2024Q4: 130,594 shares; 2025Q1: 137,013 shares; 2025Q2: 180,834 shares; 2025Q3: 171,675 shares 171,675 $32.6M 0.09% -9,159 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,353 shares; 2024Q4: 206,709 shares; 2025Q1: 211,004 shares; 2025Q2: 211,254 shares; 2025Q3: 197,015 shares 197,015 $32.4M 0.09% -14,239 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,100 shares; 2024Q4: 285,318 shares; 2025Q1: 317,790 shares; 2025Q2: 326,483 shares; 2025Q3: 338,600 shares 338,600 $32.2M 0.09% +12,117 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391,308 shares; 2024Q4: 411,552 shares; 2025Q1: 411,104 shares; 2025Q2: 439,369 shares; 2025Q3: 439,638 shares 439,638 $31.8M 0.08% +269 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 388,583 shares; 2025Q2: 433,471 shares; 2025Q3: 644,822 shares 644,822 $31.7M 0.08% +211,351 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,558 shares; 2024Q4: 226,048 shares; 2025Q1: 147,161 shares; 2025Q2: 218,944 shares; 2025Q3: 235,840 shares 235,840 $31.6M 0.08% +16,896 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,326 shares; 2024Q4: 317,119 shares; 2025Q1: 453,615 shares; 2025Q2: 432,494 shares; 2025Q3: 631,985 shares 631,985 $31.5M 0.08% +199,491 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,611 shares; 2024Q4: 190,131 shares; 2025Q1: 195,277 shares; 2025Q2: 190,872 shares; 2025Q3: 150,423 shares 150,423 $31.5M 0.08% -40,449 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,265 shares; 2024Q4: 246,647 shares; 2025Q1: 270,803 shares; 2025Q2: 395,118 shares; 2025Q3: 497,901 shares 497,901 $31.3M 0.08% +102,783 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 804,604 shares; 2024Q4: 902,894 shares; 2025Q1: 985,114 shares; 2025Q2: 1,005,152 shares; 2025Q3: 1,051,171 shares 1,051,171 $31.1M 0.08% +46,019 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362,895 shares; 2024Q4: 378,570 shares; 2025Q1: 426,635 shares; 2025Q2: 449,640 shares; 2025Q3: 469,256 shares 469,256 $31M 0.08% +19,616 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,343 shares; 2024Q4: 78,008 shares; 2025Q1: 78,346 shares; 2025Q2: 84,521 shares; 2025Q3: 92,815 shares 92,815 $30.8M 0.08% +8,294 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,817 shares; 2024Q4: 331,492 shares; 2025Q1: 428,043 shares; 2025Q2: 456,905 shares; 2025Q3: 471,935 shares 471,935 $30.7M 0.08% +15,030 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,458 shares; 2024Q4: 127,699 shares; 2025Q1: 120,598 shares; 2025Q2: 119,708 shares; 2025Q3: 116,842 shares 116,842 $30.3M 0.08% -2,866 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,762 shares; 2024Q4: 173,708 shares; 2025Q1: 206,457 shares; 2025Q2: 230,323 shares; 2025Q3: 574,751 shares 574,751 $30.1M 0.08% +344,428 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 670,191 shares; 2024Q4: 702,051 shares; 2025Q1: 734,259 shares; 2025Q2: 816,647 shares; 2025Q3: 825,207 shares 825,207 $30M 0.08% +8,560 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 83,467 shares; 2025Q1: 227,502 shares; 2025Q2: 331,178 shares; 2025Q3: 458,401 shares 458,401 $29.8M 0.08% +127,223 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 403,735 shares; 2024Q4: 592,611 shares; 2025Q1: 694,421 shares; 2025Q2: 1,044,671 shares; 2025Q3: 1,120,502 shares 1,120,502 $29.8M 0.08% +75,831 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 416,950 shares; 2024Q4: 632,146 shares; 2025Q1: 753,638 shares; 2025Q2: 893,794 shares; 2025Q3: 1,068,759 shares 1,068,759 $29.7M 0.08% +174,965 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,352 shares; 2024Q4: 158,496 shares; 2025Q1: 157,561 shares; 2025Q2: 171,404 shares; 2025Q3: 172,457 shares 172,457 $29.5M 0.08% +1,053 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,153 shares; 2024Q4: 134,211 shares; 2025Q1: 145,885 shares; 2025Q2: 165,095 shares; 2025Q3: 159,628 shares 159,628 $29.3M 0.08% -5,467 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,924 shares; 2024Q4: 471,160 shares; 2025Q1: 566,110 shares; 2025Q2: 706,202 shares; 2025Q3: 837,490 shares 837,490 $29.1M 0.08% +131,288 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,708 shares; 2024Q4: 23,351 shares; 2025Q1: 41,393 shares; 2025Q2: 62,050 shares; 2025Q3: 107,485 shares 107,485 $29M 0.08% +45,435 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 556,344 shares; 2024Q4: 493,383 shares; 2025Q1: 502,573 shares; 2025Q2: 332,019 shares; 2025Q3: 345,904 shares 345,904 $29M 0.08% +13,885 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,620 shares; 2024Q4: 379,337 shares; 2025Q1: 368,857 shares; 2025Q2: 526,520 shares; 2025Q3: 520,549 shares 520,549 $29M 0.08% -5,971 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308,520 shares; 2024Q4: 325,882 shares; 2025Q1: 315,365 shares; 2025Q2: 335,130 shares; 2025Q3: 299,467 shares 299,467 $28.9M 0.08% -35,663 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,136 shares; 2024Q4: 59,647 shares; 2025Q1: 75,129 shares; 2025Q2: 72,283 shares; 2025Q3: 76,962 shares 76,962 $28.8M 0.08% +4,679 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,194 shares; 2024Q4: 277,029 shares; 2025Q1: 275,894 shares; 2025Q2: 278,609 shares; 2025Q3: 275,670 shares 275,670 $28.8M 0.08% -2,939 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 392,131 shares; 2024Q4: 427,040 shares; 2025Q1: 381,335 shares; 2025Q2: 389,655 shares; 2025Q3: 362,190 shares 362,190 $28.4M 0.08% -27,465 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 691,556 shares; 2024Q4: 702,029 shares; 2025Q1: 708,623 shares; 2025Q2: 721,944 shares; 2025Q3: 898,496 shares 898,496 $28.2M 0.08% +176,552 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,099 shares; 2024Q4: 196,880 shares; 2025Q1: 197,563 shares; 2025Q2: 202,474 shares; 2025Q3: 246,060 shares 246,060 $28.2M 0.08% +43,586 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,557 shares; 2024Q4: 238,509 shares; 2025Q1: 258,572 shares; 2025Q2: 265,160 shares; 2025Q3: 257,600 shares 257,600 $28.1M 0.07% -7,560 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,900 shares; 2024Q4: 224,876 shares; 2025Q1: 234,118 shares; 2025Q2: 112,859 shares; 2025Q3: 1,105,863 shares 1,105,863 $28M 0.07% +993,004 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,201 shares; 2024Q4: 148,532 shares; 2025Q1: 169,849 shares; 2025Q2: 191,161 shares; 2025Q3: 216,969 shares 216,969 $27.8M 0.07% +25,808 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327,123 shares; 2024Q4: 382,765 shares; 2025Q1: 440,754 shares; 2025Q2: 606,454 shares; 2025Q3: 680,060 shares 680,060 $27.7M 0.07% +73,606 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,931 shares; 2024Q4: 249,516 shares; 2025Q1: 278,862 shares; 2025Q2: 243,804 shares; 2025Q3: 229,464 shares 229,464 $27.5M 0.07% -14,340 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,088 shares; 2024Q4: 242,822 shares; 2025Q1: 275,067 shares; 2025Q2: 291,475 shares; 2025Q3: 289,719 shares 289,719 $27.4M 0.07% -1,756 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,574 shares; 2024Q4: 381,033 shares; 2025Q1: 697,413 shares; 2025Q2: 491,835 shares; 2025Q3: 538,684 shares 538,684 $27.4M 0.07% +46,849 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,378 shares; 2024Q4: 131,821 shares; 2025Q1: 133,840 shares; 2025Q2: 143,831 shares; 2025Q3: 272,815 shares 272,815 $27.3M 0.07% +128,984 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,581 shares; 2024Q4: 262,860 shares; 2025Q1: 298,051 shares; 2025Q2: 306,942 shares; 2025Q3: 306,564 shares 306,564 $27.3M 0.07% -378 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,463 shares; 2024Q4: 86,746 shares; 2025Q1: 117,713 shares; 2025Q2: 272,321 shares; 2025Q3: 262,433 shares 262,433 $27.1M 0.07% -9,888 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 468,786 shares; 2024Q4: 650,030 shares; 2025Q1: 578,681 shares; 2025Q2: 503,179 shares; 2025Q3: 533,147 shares 533,147 $27.1M 0.07% +29,968 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308,925 shares; 2024Q4: 268,223 shares; 2025Q1: 295,599 shares; 2025Q2: 278,507 shares; 2025Q3: 282,673 shares 282,673 $26.9M 0.07% +4,166 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,131 shares; 2024Q4: 274,612 shares; 2025Q1: 277,110 shares; 2025Q2: 286,787 shares; 2025Q3: 268,483 shares 268,483 $26.8M 0.07% -18,304 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 79,926 shares; 2025Q1: 97,517 shares; 2025Q2: 143,045 shares; 2025Q3: 200,228 shares 200,228 $26.8M 0.07% +57,183 Timeline SCHQ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 456,967 shares; 2024Q4: 216,127 shares; 2025Q1: 964,814 shares; 2025Q2: 816,205 shares; 2025Q3: 829,693 shares 829,693 $26.8M 0.07% +13,488 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 829,119 shares; 2024Q4: 962,930 shares; 2025Q1: 1,136,709 shares; 2025Q2: 1,234,766 shares; 2025Q3: 1,293,797 shares 1,293,797 $26.8M 0.07% +59,031 TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,476 shares; 2024Q4: 133,027 shares; 2025Q1: 159,691 shares; 2025Q2: 187,822 shares; 2025Q3: 185,053 shares 185,053 $26.7M 0.07% -2,769 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,313 shares; 2024Q4: 183,507 shares; 2025Q1: 284,610 shares; 2025Q2: 302,044 shares; 2025Q3: 331,330 shares 331,330 $26.7M 0.07% +29,286 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,049 shares; 2024Q4: 120,383 shares; 2025Q1: 189,829 shares; 2025Q2: 212,241 shares; 2025Q3: 283,745 shares 283,745 $26.6M 0.07% +71,504 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,684 shares; 2024Q4: 325,352 shares; 2025Q1: 196,896 shares; 2025Q2: 179,781 shares; 2025Q3: 182,468 shares 182,468 $26.6M 0.07% +2,687 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,302 shares; 2024Q4: 23,622 shares; 2025Q1: 20,631 shares; 2025Q2: 18,589 shares; 2025Q3: 140,942 shares 140,942 $26.4M 0.07% +122,353 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,051 shares; 2024Q4: 351,278 shares; 2025Q1: 414,139 shares; 2025Q2: 460,627 shares; 2025Q3: 458,861 shares 458,861 $26.2M 0.07% -1,766 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318,280 shares; 2024Q4: 426,124 shares; 2025Q1: 473,043 shares; 2025Q2: 527,482 shares; 2025Q3: 550,508 shares 550,508 $26.2M 0.07% +23,026 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,967 shares; 2024Q4: 273,630 shares; 2025Q1: 253,378 shares; 2025Q2: 251,055 shares; 2025Q3: 231,021 shares 231,021 $25.7M 0.07% -20,034 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,949 shares; 2024Q4: 75,003 shares; 2025Q1: 76,766 shares; 2025Q2: 81,099 shares; 2025Q3: 80,851 shares 80,851 $25.7M 0.07% -248 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,982 shares; 2024Q4: 72,216 shares; 2025Q1: 72,791 shares; 2025Q2: 74,982 shares; 2025Q3: 74,190 shares 74,190 $25.3M 0.07% -792 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,470 shares; 2024Q4: 675,339 shares; 2025Q1: 796,480 shares; 2025Q2: 832,273 shares; 2025Q3: 859,713 shares 859,713 $25M 0.07% +27,440 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 563,535 shares; 2024Q4: 600,962 shares; 2025Q1: 410,040 shares; 2025Q2: 387,173 shares; 2025Q3: 321,070 shares 321,070 $24.9M 0.07% -66,103 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,659 shares; 2024Q4: 32,255 shares; 2025Q1: 28,408 shares; 2025Q2: 32,387 shares; 2025Q3: 36,449 shares 36,449 $24.9M 0.07% +4,062 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,020,375 shares; 2024Q4: 998,626 shares; 2025Q1: 954,397 shares; 2025Q2: 950,595 shares; 2025Q3: 567,011 shares 567,011 $24.8M 0.07% -383,584 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,839 shares; 2024Q4: 54,052 shares; 2025Q1: 93,811 shares; 2025Q2: 221,178 shares; 2025Q3: 172,965 shares 172,965 $24.8M 0.07% -48,213 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,829 shares; 2024Q4: 74,356 shares; 2025Q1: 82,999 shares; 2025Q2: 79,951 shares; 2025Q3: 76,400 shares 76,400 $24.7M 0.07% -3,551 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,483 shares; 2024Q4: 228,595 shares; 2025Q1: 232,157 shares; 2025Q2: 251,548 shares; 2025Q3: 265,050 shares 265,050 $24.6M 0.07% +13,502 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,839 shares; 2024Q4: 116,556 shares; 2025Q1: 406,676 shares; 2025Q2: 514,170 shares; 2025Q3: 587,639 shares 587,639 $24.6M 0.07% +73,469 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,987 shares; 2024Q4: 385,089 shares; 2025Q1: 454,625 shares; 2025Q2: 426,190 shares; 2025Q3: 435,074 shares 435,074 $24.6M 0.07% +8,884 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 951,891 shares; 2024Q4: 1,069,869 shares; 2025Q1: 1,132,031 shares; 2025Q2: 1,187,758 shares; 2025Q3: 1,379,267 shares 1,379,267 $24.5M 0.07% +191,509 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,277 shares; 2024Q4: 159,246 shares; 2025Q1: 169,905 shares; 2025Q2: 160,759 shares; 2025Q3: 163,722 shares 163,722 $24.3M 0.06% +2,963 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,396 shares; 2024Q4: 39,904 shares; 2025Q1: 43,086 shares; 2025Q2: 42,638 shares; 2025Q3: 49,954 shares 49,954 $24.3M 0.06% +7,316 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,437 shares; 2024Q4: 170,391 shares; 2025Q1: 170,305 shares; 2025Q2: 183,153 shares; 2025Q3: 170,532 shares 170,532 $24.3M 0.06% -12,621 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,339 shares; 2024Q4: 66,634 shares; 2025Q1: 78,008 shares; 2025Q2: 92,004 shares; 2025Q3: 79,707 shares 79,707 $24.1M 0.06% -12,297 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,686 shares; 2024Q4: 108,636 shares; 2025Q1: 112,260 shares; 2025Q2: 118,795 shares; 2025Q3: 119,542 shares 119,542 $24M 0.06% +747 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,595 shares; 2025Q1: 288,099 shares; 2025Q2: 595,163 shares; 2025Q3: 662,765 shares 662,765 $24M 0.06% +67,602 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,576 shares; 2024Q4: 204,688 shares; 2025Q1: 269,807 shares; 2025Q2: 245,496 shares; 2025Q3: 274,585 shares 274,585 $23.9M 0.06% +29,089 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,839 shares; 2024Q4: 226,368 shares; 2025Q1: 230,474 shares; 2025Q2: 237,553 shares; 2025Q3: 173,484 shares 173,484 $23.6M 0.06% -64,069 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 454,247 shares; 2024Q4: 418,774 shares; 2025Q1: 438,703 shares; 2025Q2: 459,429 shares; 2025Q3: 170,237 shares 170,237 $23.4M 0.06% -289,192 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,852 shares; 2024Q4: 161,164 shares; 2025Q1: 164,696 shares; 2025Q2: 269,456 shares; 2025Q3: 298,407 shares 298,407 $23.4M 0.06% +28,951 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,670 shares; 2024Q4: 394,816 shares; 2025Q1: 409,322 shares; 2025Q2: 387,035 shares; 2025Q3: 361,415 shares 361,415 $23.4M 0.06% -25,620 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 511,784 shares; 2024Q4: 510,085 shares; 2025Q1: 512,718 shares; 2025Q2: 518,881 shares; 2025Q3: 503,677 shares 503,677 $23.3M 0.06% -15,204 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,179 shares; 2024Q4: 141,332 shares; 2025Q1: 206,239 shares; 2025Q2: 225,119 shares; 2025Q3: 240,833 shares 240,833 $23.3M 0.06% +15,714 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 557,555 shares; 2024Q4: 542,732 shares; 2025Q1: 528,886 shares; 2025Q2: 506,832 shares; 2025Q3: 494,649 shares 494,649 $23.2M 0.06% -12,183 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,788 shares; 2024Q4: 55,975 shares; 2025Q1: 53,314 shares; 2025Q2: 54,389 shares; 2025Q3: 50,430 shares 50,430 $23.1M 0.06% -3,959 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,321 shares; 2024Q4: 140,072 shares; 2025Q1: 137,073 shares; 2025Q2: 216,762 shares; 2025Q3: 230,251 shares 230,251 $22.9M 0.06% +13,489 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,418 shares; 2024Q4: 30,528 shares; 2025Q1: 38,240 shares; 2025Q2: 43,199 shares; 2025Q3: 37,265 shares 37,265 $22.9M 0.06% -5,934 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,476 shares; 2024Q4: 137,610 shares; 2025Q1: 164,638 shares; 2025Q2: 170,383 shares; 2025Q3: 189,673 shares 189,673 $22.9M 0.06% +19,290 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,021 shares; 2024Q4: 58,299 shares; 2025Q1: 134,831 shares; 2025Q2: 447,828 shares; 2025Q3: 630,114 shares 630,114 $22.8M 0.06% +182,286 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,583 shares; 2024Q4: 96,000 shares; 2025Q1: 93,069 shares; 2025Q2: 92,112 shares; 2025Q3: 82,976 shares 82,976 $22.5M 0.06% -9,136 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,978 shares; 2024Q4: 76,748 shares; 2025Q1: 73,644 shares; 2025Q2: 62,874 shares; 2025Q3: 62,928 shares 62,928 $22.1M 0.06% +54 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,372 shares; 2024Q4: 71,918 shares; 2025Q1: 70,781 shares; 2025Q2: 69,735 shares; 2025Q3: 68,892 shares 68,892 $22M 0.06% -843 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,640 shares; 2024Q4: 176,046 shares; 2025Q1: 160,065 shares; 2025Q2: 370,591 shares; 2025Q3: 407,212 shares 407,212 $22M 0.06% +36,621 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,042 shares; 2024Q4: 92,301 shares; 2025Q1: 97,956 shares; 2025Q2: 112,335 shares; 2025Q3: 140,956 shares 140,956 $21.9M 0.06% +28,621 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 665,226 shares; 2024Q4: 660,755 shares; 2025Q1: 726,884 shares; 2025Q2: 814,832 shares; 2025Q3: 845,552 shares 845,552 $21.9M 0.06% +30,720 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,689 shares; 2024Q4: 186,875 shares; 2025Q1: 208,466 shares; 2025Q2: 199,488 shares; 2025Q3: 195,894 shares 195,894 $21.7M 0.06% -3,594 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 548,652 shares; 2024Q4: 484,387 shares; 2025Q1: 435,469 shares; 2025Q2: 448,487 shares; 2025Q3: 429,029 shares 429,029 $21.7M 0.06% -19,458 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,876 shares; 2024Q4: 41,800 shares; 2025Q1: 44,777 shares; 2025Q2: 45,590 shares; 2025Q3: 45,525 shares 45,525 $21.6M 0.06% -65 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,884 shares; 2024Q4: 111,695 shares; 2025Q1: 120,981 shares; 2025Q2: 145,771 shares; 2025Q3: 174,580 shares 174,580 $21.6M 0.06% +28,809 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 659,035 shares; 2024Q4: 675,651 shares; 2025Q1: 703,906 shares; 2025Q2: 556,444 shares; 2025Q3: 422,301 shares 422,301 $21.6M 0.06% -134,143 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376,696 shares; 2024Q4: 388,161 shares; 2025Q1: 593,358 shares; 2025Q2: 600,828 shares; 2025Q3: 426,194 shares 426,194 $21.5M 0.06% -174,634 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,827 shares; 2024Q4: 243,376 shares; 2025Q1: 234,892 shares; 2025Q2: 289,337 shares; 2025Q3: 281,367 shares 281,367 $21.4M 0.06% -7,970 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,595 shares; 2024Q4: 91,045 shares; 2025Q1: 99,042 shares; 2025Q2: 394,701 shares; 2025Q3: 424,271 shares 424,271 $21.2M 0.06% +29,570 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 597,389 shares; 2025Q3: 848,779 shares 848,779 $21.2M 0.06% +251,390 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,672 shares; 2024Q4: 22,204 shares; 2025Q1: 20,257 shares; 2025Q2: 25,008 shares; 2025Q3: 236,146 shares 236,146 $21.2M 0.06% +211,138 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,324 shares; 2024Q4: 78,612 shares; 2025Q1: 80,703 shares; 2025Q2: 83,731 shares; 2025Q3: 85,788 shares 85,788 $21.1M 0.06% +2,057 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,610 shares; 2024Q4: 55,026 shares; 2025Q1: 52,626 shares; 2025Q2: 46,697 shares; 2025Q3: 45,423 shares 45,423 $21.1M 0.06% -1,274 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 587,119 shares; 2024Q4: 714,392 shares; 2025Q1: 801,772 shares; 2025Q2: 756,648 shares; 2025Q3: 760,083 shares 760,083 $21M 0.06% +3,435 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379,631 shares; 2024Q4: 992,172 shares; 2025Q1: 833,038 shares; 2025Q2: 941,210 shares; 2025Q3: 1,003,148 shares 1,003,148 $21M 0.06% +61,938 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,605 shares; 2024Q4: 256,610 shares; 2025Q1: 266,833 shares; 2025Q2: 256,267 shares; 2025Q3: 273,298 shares 273,298 $21M 0.06% +17,031 Timeline OBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,008 shares; 2024Q4: 286,861 shares; 2025Q1: 349,789 shares; 2025Q2: 376,509 shares; 2025Q3: 415,761 shares 415,761 $20.9M 0.06% +39,252 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,951 shares; 2024Q4: 153,903 shares; 2025Q1: 168,475 shares; 2025Q2: 158,002 shares; 2025Q3: 157,286 shares 157,286 $20.6M 0.06% -716 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 167,058 shares; 2025Q2: 229,187 shares; 2025Q3: 720,645 shares 720,645 $20.5M 0.05% +491,458 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361,377 shares; 2024Q4: 365,035 shares; 2025Q1: 348,643 shares; 2025Q2: 342,118 shares; 2025Q3: 345,623 shares 345,623 $20.3M 0.05% +3,505 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,762 shares; 2024Q4: 88,151 shares; 2025Q1: 92,948 shares; 2025Q2: 95,169 shares; 2025Q3: 108,263 shares 108,263 $20.3M 0.05% +13,094 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,312 shares; 2024Q4: 412,644 shares; 2025Q1: 400,698 shares; 2025Q2: 439,792 shares; 2025Q3: 434,209 shares 434,209 $20.2M 0.05% -5,583 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,055 shares; 2024Q4: 192,763 shares; 2025Q1: 191,079 shares; 2025Q2: 218,416 shares; 2025Q3: 201,883 shares 201,883 $20.1M 0.05% -16,533 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,947 shares; 2024Q4: 268,443 shares; 2025Q1: 257,142 shares; 2025Q2: 218,012 shares; 2025Q3: 202,455 shares 202,455 $20.1M 0.05% -15,557 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,792 shares; 2024Q4: 156,504 shares; 2025Q1: 177,457 shares; 2025Q2: 187,232 shares; 2025Q3: 204,715 shares 204,715 $20.1M 0.05% +17,483 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,147 shares; 2024Q4: 88,578 shares; 2025Q1: 19,398 shares; 2025Q2: 315,303 shares; 2025Q3: 465,137 shares 465,137 $19.9M 0.05% +149,834 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,953 shares; 2024Q4: 63,181 shares; 2025Q1: 65,511 shares; 2025Q2: 59,563 shares; 2025Q3: 44,184 shares 44,184 $19.8M 0.05% -15,379 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,100 shares; 2024Q4: 75,412 shares; 2025Q1: 73,680 shares; 2025Q2: 177,089 shares; 2025Q3: 162,014 shares 162,014 $19.7M 0.05% -15,075 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,297 shares; 2024Q4: 49,513 shares; 2025Q1: 50,712 shares; 2025Q2: 66,481 shares; 2025Q3: 66,882 shares 66,882 $19.6M 0.05% +401 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,358 shares; 2024Q4: 127,379 shares; 2025Q1: 127,349 shares; 2025Q2: 181,317 shares; 2025Q3: 176,953 shares 176,953 $19.6M 0.05% -4,364 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,044 shares; 2024Q4: 186,956 shares; 2025Q1: 191,315 shares; 2025Q2: 205,032 shares; 2025Q3: 396,088 shares 396,088 $19.6M 0.05% +191,056 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 74,135 shares; 2025Q1: 83,840 shares; 2025Q2: 93,199 shares; 2025Q3: 142,596 shares 142,596 $19.3M 0.05% +49,397 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,450 shares; 2024Q4: 87,852 shares; 2025Q1: 92,182 shares; 2025Q2: 64,077 shares; 2025Q3: 61,868 shares 61,868 $19.3M 0.05% -2,209 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615,479 shares; 2024Q4: 611,071 shares; 2025Q1: 663,731 shares; 2025Q2: 348,370 shares; 2025Q3: 182,940 shares 182,940 $19.2M 0.05% -165,430 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,864 shares; 2024Q4: 26,777 shares; 2025Q1: 26,898 shares; 2025Q2: 25,747 shares; 2025Q3: 24,812 shares 24,812 $19.2M 0.05% -935 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 395,027 shares; 2024Q4: 423,219 shares; 2025Q1: 607,969 shares; 2025Q2: 414,161 shares; 2025Q3: 349,727 shares 349,727 $19.2M 0.05% -64,434 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,819 shares; 2024Q4: 195,107 shares; 2025Q1: 192,816 shares; 2025Q2: 199,129 shares; 2025Q3: 213,213 shares 213,213 $19.1M 0.05% +14,084 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,832 shares; 2024Q4: 32,190 shares; 2025Q1: 43,794 shares; 2025Q2: 48,710 shares; 2025Q3: 59,154 shares 59,154 $19.1M 0.05% +10,444 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,430 shares; 2024Q4: 142,948 shares; 2025Q1: 166,628 shares; 2025Q2: 206,884 shares; 2025Q3: 248,182 shares 248,182 $19M 0.05% +41,298 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,403 shares; 2024Q4: 96,083 shares; 2025Q1: 105,877 shares; 2025Q2: 109,178 shares; 2025Q3: 113,332 shares 113,332 $19M 0.05% +4,154 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 563,561 shares; 2024Q4: 632,049 shares; 2025Q1: 561,316 shares; 2025Q2: 586,602 shares; 2025Q3: 599,314 shares 599,314 $19M 0.05% +12,712 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,066 shares; 2024Q4: 77,767 shares; 2025Q1: 80,366 shares; 2025Q2: 79,492 shares; 2025Q3: 85,734 shares 85,734 $18.9M 0.05% +6,242 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,621 shares; 2024Q4: 140,299 shares; 2025Q1: 151,259 shares; 2025Q2: 157,141 shares; 2025Q3: 167,900 shares 167,900 $18.9M 0.05% +10,759 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,587 shares; 2024Q4: 182,189 shares; 2025Q1: 223,292 shares; 2025Q2: 202,643 shares; 2025Q3: 202,660 shares 202,660 $18.9M 0.05% +17 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,392 shares; 2024Q4: 38,491 shares; 2025Q1: 45,000 shares; 2025Q2: 47,249 shares; 2025Q3: 51,013 shares 51,013 $18.9M 0.05% +3,764 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 443,107 shares; 2024Q4: 397,361 shares; 2025Q1: 490,555 shares; 2025Q2: 562,910 shares; 2025Q3: 541,060 shares 541,060 $18.8M 0.05% -21,850 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 392,404 shares; 2024Q4: 481,361 shares; 2025Q1: 711,795 shares; 2025Q2: 778,550 shares; 2025Q3: 902,299 shares 902,299 $18.6M 0.05% +123,749 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,815 shares; 2024Q4: 59,370 shares; 2025Q1: 67,617 shares; 2025Q2: 71,929 shares; 2025Q3: 57,208 shares 57,208 $18.5M 0.05% -14,721 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,797 shares; 2024Q4: 83,978 shares; 2025Q1: 92,443 shares; 2025Q2: 95,871 shares; 2025Q3: 262,626 shares 262,626 $18.5M 0.05% +166,755 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,681 shares; 2024Q4: 118,852 shares; 2025Q1: 133,608 shares; 2025Q2: 123,808 shares; 2025Q3: 139,656 shares 139,656 $18.3M 0.05% +15,848 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 884,224 shares; 2025Q1: 872,837 shares; 2025Q2: 645,345 shares; 2025Q3: 650,694 shares 650,694 $18.2M 0.05% +5,349 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,336 shares; 2024Q4: 163,609 shares; 2025Q1: 173,880 shares; 2025Q2: 181,101 shares; 2025Q3: 190,745 shares 190,745 $18.2M 0.05% +9,644 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430,690 shares; 2024Q4: 447,405 shares; 2025Q1: 485,458 shares; 2025Q2: 462,712 shares; 2025Q3: 641,120 shares 641,120 $18.2M 0.05% +178,408 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,000 shares; 2024Q4: 72,686 shares; 2025Q1: 74,019 shares; 2025Q2: 71,089 shares; 2025Q3: 66,499 shares 66,499 $18.1M 0.05% -4,590 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,138 shares; 2024Q4: 85,690 shares; 2025Q1: 95,474 shares; 2025Q2: 95,164 shares; 2025Q3: 100,927 shares 100,927 $18M 0.05% +5,763 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,808 shares; 2024Q4: 107,648 shares; 2025Q1: 125,434 shares; 2025Q2: 133,424 shares; 2025Q3: 184,275 shares 184,275 $18M 0.05% +50,851 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,411 shares; 2024Q4: 56,911 shares; 2025Q1: 58,084 shares; 2025Q2: 59,018 shares; 2025Q3: 60,695 shares 60,695 $18M 0.05% +1,677 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,242 shares; 2024Q4: 254,593 shares; 2025Q1: 264,677 shares; 2025Q2: 280,590 shares; 2025Q3: 302,114 shares 302,114 $17.9M 0.05% +21,524 CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,551 shares; 2024Q4: 422,852 shares; 2025Q1: 492,139 shares; 2025Q2: 527,299 shares; 2025Q3: 456,598 shares 456,598 $17.9M 0.05% -70,701 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,680 shares; 2024Q4: 246,046 shares; 2025Q1: 256,542 shares; 2025Q2: 255,342 shares; 2025Q3: 251,330 shares 251,330 $17.8M 0.05% -4,012 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,383 shares; 2024Q4: 72,143 shares; 2025Q1: 80,261 shares; 2025Q2: 71,750 shares; 2025Q3: 70,851 shares 70,851 $17.8M 0.05% -899 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,786 shares; 2024Q4: 63,124 shares; 2025Q1: 65,103 shares; 2025Q2: 62,809 shares; 2025Q3: 59,617 shares 59,617 $17.8M 0.05% -3,192 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,650 shares; 2024Q4: 17,621 shares; 2025Q1: 19,537 shares; 2025Q2: 78,412 shares; 2025Q3: 140,209 shares 140,209 $17.7M 0.05% +61,797 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 79,101 shares; 2025Q1: 97,576 shares; 2025Q2: 161,345 shares; 2025Q3: 322,263 shares 322,263 $17.5M 0.05% +160,918 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 619,983 shares; 2024Q4: 647,360 shares; 2025Q1: 935,525 shares; 2025Q2: 854,004 shares; 2025Q3: 380,135 shares 380,135 $17.4M 0.05% -473,869 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,019 shares; 2024Q4: 122,063 shares; 2025Q1: 135,032 shares; 2025Q2: 144,461 shares; 2025Q3: 111,621 shares 111,621 $17.3M 0.05% -32,840 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,628 shares; 2024Q4: 92,047 shares; 2025Q1: 177,900 shares; 2025Q2: 443,846 shares; 2025Q3: 470,145 shares 470,145 $17.3M 0.05% +26,299 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,544 shares; 2024Q4: 24,297 shares; 2025Q1: 22,745 shares; 2025Q2: 22,814 shares; 2025Q3: 24,040 shares 24,040 $17.3M 0.05% +1,226 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,507 shares; 2024Q4: 112,106 shares; 2025Q1: 119,784 shares; 2025Q2: 85,016 shares; 2025Q3: 83,183 shares 83,183 $17.2M 0.05% -1,833 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,443 shares; 2024Q4: 158,260 shares; 2025Q1: 166,112 shares; 2025Q2: 181,184 shares; 2025Q3: 184,092 shares 184,092 $17.2M 0.05% +2,908 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,067 shares; 2024Q4: 328,740 shares; 2025Q1: 346,791 shares; 2025Q2: 346,006 shares; 2025Q3: 337,594 shares 337,594 $17M 0.05% -8,412 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,670 shares; 2024Q4: 208,997 shares; 2025Q1: 241,452 shares; 2025Q2: 347,295 shares; 2025Q3: 405,488 shares 405,488 $17M 0.05% +58,193 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,567 shares; 2024Q4: 235,831 shares; 2025Q1: 250,082 shares; 2025Q2: 201,283 shares; 2025Q3: 247,387 shares 247,387 $16.9M 0.05% +46,104 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393,428 shares; 2024Q4: 404,224 shares; 2025Q1: 381,070 shares; 2025Q2: 409,633 shares; 2025Q3: 341,953 shares 341,953 $16.9M 0.05% -67,680 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,316 shares; 2024Q4: 201,801 shares; 2025Q1: 274,517 shares; 2025Q2: 306,037 shares; 2025Q3: 364,118 shares 364,118 $16.8M 0.04% +58,081 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,571 shares; 2024Q4: 260,620 shares; 2025Q1: 263,716 shares; 2025Q2: 259,660 shares; 2025Q3: 231,155 shares 231,155 $16.8M 0.04% -28,505 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,671 shares; 2024Q4: 144,500 shares; 2025Q1: 153,708 shares; 2025Q2: 160,734 shares; 2025Q3: 161,448 shares 161,448 $16.7M 0.04% +714 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 502,753 shares; 2024Q4: 245,686 shares; 2025Q1: 268,058 shares; 2025Q2: 282,002 shares; 2025Q3: 313,396 shares 313,396 $16.7M 0.04% +31,394 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,307 shares; 2024Q4: 198,733 shares; 2025Q1: 172,909 shares; 2025Q2: 170,767 shares; 2025Q3: 138,681 shares 138,681 $16.6M 0.04% -32,086 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,841 shares; 2024Q4: 135,197 shares; 2025Q1: 149,985 shares; 2025Q2: 152,494 shares; 2025Q3: 66,607 shares 66,607 $16.4M 0.04% -85,887 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,825 shares; 2024Q4: 70,915 shares; 2025Q1: 83,404 shares; 2025Q2: 77,275 shares; 2025Q3: 76,036 shares 76,036 $16.4M 0.04% -1,239 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,068 shares; 2024Q4: 154,020 shares; 2025Q1: 161,878 shares; 2025Q2: 165,428 shares; 2025Q3: 163,004 shares 163,004 $16.4M 0.04% -2,424 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 515,732 shares; 2024Q4: 534,116 shares; 2025Q1: 548,767 shares; 2025Q2: 507,317 shares; 2025Q3: 460,478 shares 460,478 $16.4M 0.04% -46,839 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,897 shares; 2024Q4: 191,958 shares; 2025Q1: 351,675 shares; 2025Q2: 374,045 shares; 2025Q3: 404,583 shares 404,583 $16.3M 0.04% +30,538 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,943 shares; 2024Q4: 22,625 shares; 2025Q1: 24,491 shares; 2025Q2: 46,454 shares; 2025Q3: 59,319 shares 59,319 $16.1M 0.04% +12,865 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,624 shares; 2024Q4: 65,110 shares; 2025Q1: 74,127 shares; 2025Q2: 83,941 shares; 2025Q3: 85,003 shares 85,003 $16.1M 0.04% +1,062 Timeline NBOS NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473,461 shares; 2024Q4: 514,952 shares; 2025Q1: 583,682 shares; 2025Q2: 577,780 shares; 2025Q3: 596,028 shares 596,028 $16M 0.04% +18,248 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360,538 shares; 2024Q4: 383,542 shares; 2025Q1: 388,274 shares; 2025Q2: 348,034 shares; 2025Q3: 429,832 shares 429,832 $16M 0.04% +81,798 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,143 shares; 2024Q4: 299,457 shares; 2025Q1: 341,315 shares; 2025Q2: 344,556 shares; 2025Q3: 189,307 shares 189,307 $15.9M 0.04% -155,249 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,157 shares; 2024Q4: 76,849 shares; 2025Q1: 133,926 shares; 2025Q2: 176,310 shares; 2025Q3: 186,490 shares 186,490 $15.8M 0.04% +10,180 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 630,423 shares; 2024Q4: 680,637 shares; 2025Q1: 310,108 shares; 2025Q2: 310,810 shares; 2025Q3: 298,430 shares 298,430 $15.8M 0.04% -12,380 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,812 shares; 2024Q4: 43,662 shares; 2025Q1: 50,390 shares; 2025Q2: 58,038 shares; 2025Q3: 69,799 shares 69,799 $15.7M 0.04% +11,761 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,229 shares; 2024Q4: 62,322 shares; 2025Q1: 60,519 shares; 2025Q2: 63,664 shares; 2025Q3: 60,358 shares 60,358 $15.7M 0.04% -3,306 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 346,311 shares; 2025Q2: 384,581 shares; 2025Q3: 379,433 shares 379,433 $15.7M 0.04% -5,148 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,798 shares; 2024Q4: 32,047 shares; 2025Q1: 49,388 shares; 2025Q2: 48,314 shares; 2025Q3: 79,457 shares 79,457 $15.6M 0.04% +31,143 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,896 shares; 2024Q4: 137,050 shares; 2025Q1: 256,257 shares; 2025Q2: 242,442 shares; 2025Q3: 339,534 shares 339,534 $15.5M 0.04% +97,092 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,102 shares; 2024Q4: 13,407 shares; 2025Q1: 12,643 shares; 2025Q2: 15,933 shares; 2025Q3: 14,374 shares 14,374 $15.5M 0.04% -1,559 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,343 shares; 2024Q4: 279,512 shares; 2025Q1: 288,837 shares; 2025Q2: 364,328 shares; 2025Q3: 360,413 shares 360,413 $15.5M 0.04% -3,915 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,792 shares; 2024Q4: 50,039 shares; 2025Q1: 50,584 shares; 2025Q2: 53,812 shares; 2025Q3: 44,667 shares 44,667 $15.5M 0.04% -9,145 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,716 shares; 2024Q4: 50,971 shares; 2025Q1: 53,244 shares; 2025Q2: 57,598 shares; 2025Q3: 54,713 shares 54,713 $15.4M 0.04% -2,885 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,896 shares; 2024Q4: 116,709 shares; 2025Q1: 189,996 shares; 2025Q2: 203,386 shares; 2025Q3: 316,514 shares 316,514 $15.3M 0.04% +113,128 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,288 shares; 2024Q4: 59,096 shares; 2025Q1: 62,683 shares; 2025Q2: 56,584 shares; 2025Q3: 57,272 shares 57,272 $15.3M 0.04% +688 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,313 shares; 2024Q4: 44,954 shares; 2025Q1: 44,999 shares; 2025Q2: 31,189 shares; 2025Q3: 31,362 shares 31,362 $15.2M 0.04% +173 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,859 shares; 2024Q4: 27,569 shares; 2025Q1: 27,130 shares; 2025Q2: 24,918 shares; 2025Q3: 24,910 shares 24,910 $15.2M 0.04% -8 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,678 shares; 2024Q4: 46,318 shares; 2025Q1: 76,101 shares; 2025Q2: 143,877 shares; 2025Q3: 300,102 shares 300,102 $15.1M 0.04% +156,225 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,497 shares; 2024Q4: 46,073 shares; 2025Q1: 72,707 shares; 2025Q2: 76,178 shares; 2025Q3: 76,623 shares 76,623 $15M 0.04% +445 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,767 shares; 2024Q4: 25,960 shares; 2025Q1: 29,736 shares; 2025Q2: 35,319 shares; 2025Q3: 35,417 shares 35,417 $14.9M 0.04% +98 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,301 shares; 2024Q4: 101,462 shares; 2025Q1: 150,359 shares; 2025Q2: 164,110 shares; 2025Q3: 176,513 shares 176,513 $14.9M 0.04% +12,403 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 444,917 shares; 2024Q4: 603,398 shares; 2025Q1: 637,407 shares; 2025Q2: 658,797 shares; 2025Q3: 683,833 shares 683,833 $14.8M 0.04% +25,036 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,033 shares; 2024Q4: 148,428 shares; 2025Q1: 142,174 shares; 2025Q2: 190,130 shares; 2025Q3: 174,216 shares 174,216 $14.8M 0.04% -15,914 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,739 shares; 2024Q4: 55,117 shares; 2025Q1: 63,759 shares; 2025Q2: 71,868 shares; 2025Q3: 78,594 shares 78,594 $14.7M 0.04% +6,726 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,163 shares; 2024Q4: 45,311 shares; 2025Q1: 49,838 shares; 2025Q2: 47,851 shares; 2025Q3: 48,074 shares 48,074 $14.7M 0.04% +223 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,654 shares; 2024Q4: 261,222 shares; 2025Q1: 249,782 shares; 2025Q2: 301,529 shares; 2025Q3: 316,401 shares 316,401 $14.7M 0.04% +14,872 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,964 shares; 2024Q4: 245,271 shares; 2025Q1: 291,261 shares; 2025Q2: 273,676 shares; 2025Q3: 270,402 shares 270,402 $14.6M 0.04% -3,274 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,156 shares; 2024Q4: 434,840 shares; 2025Q1: 429,538 shares; 2025Q2: 319,903 shares; 2025Q3: 337,570 shares 337,570 $14.6M 0.04% +17,667 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,291 shares; 2024Q4: 154,927 shares; 2025Q1: 191,401 shares; 2025Q2: 163,336 shares; 2025Q3: 207,182 shares 207,182 $14.4M 0.04% +43,846 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 729,402 shares; 2024Q4: 737,315 shares; 2025Q1: 742,588 shares; 2025Q2: 471,690 shares; 2025Q3: 454,774 shares 454,774 $14.4M 0.04% -16,916 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,426 shares; 2024Q4: 407,148 shares; 2025Q1: 434,225 shares; 2025Q2: 349,325 shares; 2025Q3: 411,315 shares 411,315 $14.3M 0.04% +61,990 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,646 shares; 2024Q4: 435,605 shares; 2025Q1: 587,117 shares; 2025Q2: 550,390 shares; 2025Q3: 560,275 shares 560,275 $14.3M 0.04% +9,885 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,049 shares; 2024Q4: 72,522 shares; 2025Q1: 83,048 shares; 2025Q2: 86,385 shares; 2025Q3: 94,632 shares 94,632 $14.3M 0.04% +8,247 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,438 shares; 2024Q4: 96,745 shares; 2025Q1: 92,410 shares; 2025Q2: 223,498 shares; 2025Q3: 203,461 shares 203,461 $14.3M 0.04% -20,037 Timeline LQDH 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,192 shares; 2024Q4: 38,851 shares; 2025Q1: 136,002 shares; 2025Q2: 152,750 shares; 2025Q3: 151,953 shares 151,953 $14.2M 0.04% -797 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,633 shares; 2024Q4: 29,206 shares; 2025Q1: 30,993 shares; 2025Q2: 50,984 shares; 2025Q3: 49,255 shares 49,255 $14.2M 0.04% -1,729 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298,738 shares; 2024Q4: 280,986 shares; 2025Q1: 312,235 shares; 2025Q2: 267,484 shares; 2025Q3: 282,406 shares 282,406 $14.2M 0.04% +14,922 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,126 shares; 2024Q4: 486,229 shares; 2025Q1: 606,232 shares; 2025Q2: 679,026 shares; 2025Q3: 751,377 shares 751,377 $14.1M 0.04% +72,351 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,154 shares; 2024Q4: 16,663 shares; 2025Q1: 30,736 shares; 2025Q2: 33,720 shares; 2025Q3: 33,462 shares 33,462 $14.1M 0.04% -258 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,086 shares; 2024Q4: 34,074 shares; 2025Q1: 36,010 shares; 2025Q2: 33,194 shares; 2025Q3: 34,032 shares 34,032 $14.1M 0.04% +838 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,631 shares; 2024Q4: 69,859 shares; 2025Q1: 73,336 shares; 2025Q2: 74,735 shares; 2025Q3: 57,092 shares 57,092 $14.1M 0.04% -17,643 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,967 shares; 2024Q4: 154,624 shares; 2025Q1: 162,883 shares; 2025Q2: 186,252 shares; 2025Q3: 166,792 shares 166,792 $14M 0.04% -19,460 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,428 shares; 2024Q4: 126,013 shares; 2025Q1: 133,664 shares; 2025Q2: 129,862 shares; 2025Q3: 108,538 shares 108,538 $14M 0.04% -21,324 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,949 shares; 2024Q4: 27,919 shares; 2025Q1: 27,065 shares; 2025Q2: 23,839 shares; 2025Q3: 23,475 shares 23,475 $14M 0.04% -364 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,679 shares; 2024Q4: 82,069 shares; 2025Q1: 85,056 shares; 2025Q2: 295,645 shares; 2025Q3: 278,385 shares 278,385 $14M 0.04% -17,260 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,257 shares; 2024Q4: 28,094 shares; 2025Q1: 29,075 shares; 2025Q2: 32,038 shares; 2025Q3: 31,965 shares 31,965 $13.9M 0.04% -73 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,392 shares; 2024Q4: 152,564 shares; 2025Q1: 165,521 shares; 2025Q2: 160,756 shares; 2025Q3: 178,467 shares 178,467 $13.9M 0.04% +17,711 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,816 shares; 2024Q4: 34,770 shares; 2025Q1: 35,211 shares; 2025Q2: 37,730 shares; 2025Q3: 42,124 shares 42,124 $13.9M 0.04% +4,394 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 191,372 shares; 2025Q2: 396,490 shares; 2025Q3: 448,779 shares 448,779 $13.8M 0.04% +52,289 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,523 shares; 2024Q4: 68,900 shares; 2025Q1: 84,767 shares; 2025Q2: 65,264 shares; 2025Q3: 121,227 shares 121,227 $13.8M 0.04% +55,963 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,472 shares; 2024Q4: 30,658 shares; 2025Q1: 33,189 shares; 2025Q2: 58,991 shares; 2025Q3: 64,073 shares 64,073 $13.7M 0.04% +5,082 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,272 shares; 2024Q4: 47,797 shares; 2025Q1: 50,688 shares; 2025Q2: 52,161 shares; 2025Q3: 50,090 shares 50,090 $13.7M 0.04% -2,071 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,954 shares; 2024Q4: 12,501 shares; 2025Q1: 11,621 shares; 2025Q2: 12,927 shares; 2025Q3: 14,323 shares 14,323 $13.7M 0.04% +1,396 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339,972 shares; 2024Q4: 309,996 shares; 2025Q1: 311,344 shares; 2025Q2: 321,624 shares; 2025Q3: 304,029 shares 304,029 $13.6M 0.04% -17,595 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,077 shares; 2024Q4: 36,219 shares; 2025Q1: 41,055 shares; 2025Q2: 36,607 shares; 2025Q3: 34,231 shares 34,231 $13.4M 0.04% -2,376 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,456 shares; 2024Q4: 167,432 shares; 2025Q1: 198,062 shares; 2025Q2: 222,283 shares; 2025Q3: 266,498 shares 266,498 $13.4M 0.04% +44,215 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,288 shares; 2024Q4: 143,612 shares; 2025Q1: 201,807 shares; 2025Q2: 220,710 shares; 2025Q3: 224,036 shares 224,036 $13.4M 0.04% +3,326 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,082 shares; 2024Q4: 181,537 shares; 2025Q1: 146,927 shares; 2025Q2: 154,777 shares; 2025Q3: 169,166 shares 169,166 $13.3M 0.04% +14,389 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,591 shares; 2024Q4: 281,501 shares; 2025Q1: 288,122 shares; 2025Q2: 291,525 shares; 2025Q3: 291,402 shares 291,402 $13.3M 0.04% -123 Timeline FHDG 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 403,924 shares 403,924 $13.3M 0.04% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,178 shares; 2024Q4: 214,275 shares; 2025Q1: 234,859 shares; 2025Q2: 328,742 shares; 2025Q3: 306,539 shares 306,539 $13.2M 0.04% -22,203 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,520 shares; 2024Q4: 91,504 shares; 2025Q1: 102,804 shares; 2025Q2: 93,979 shares; 2025Q3: 66,640 shares 66,640 $13.2M 0.04% -27,339 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,333 shares; 2024Q4: 162,901 shares; 2025Q1: 169,631 shares; 2025Q2: 171,107 shares; 2025Q3: 160,273 shares 160,273 $13.2M 0.04% -10,834 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,206 shares; 2024Q4: 83,231 shares; 2025Q1: 94,233 shares; 2025Q2: 100,054 shares; 2025Q3: 92,673 shares 92,673 $13.2M 0.04% -7,381 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,436 shares; 2024Q4: 18,172 shares; 2025Q1: 26,553 shares; 2025Q2: 25,573 shares; 2025Q3: 26,614 shares 26,614 $13.1M 0.04% +1,041 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,043,491 shares; 2024Q4: 2,237,219 shares; 2025Q1: 1,839,414 shares; 2025Q2: 385,787 shares; 2025Q3: 192,566 shares 192,566 $13M 0.03% -193,221 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,626 shares; 2024Q4: 13,417 shares; 2025Q1: 81,889 shares; 2025Q2: 152,886 shares; 2025Q3: 155,355 shares 155,355 $13M 0.03% +2,469 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,737 shares; 2024Q4: 132,352 shares; 2025Q1: 148,700 shares; 2025Q2: 156,779 shares; 2025Q3: 141,275 shares 141,275 $12.9M 0.03% -15,504 Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,499 shares; 2024Q4: 161,246 shares; 2025Q1: 171,885 shares; 2025Q2: 181,731 shares; 2025Q3: 188,662 shares 188,662 $12.8M 0.03% +6,931 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,247 shares; 2024Q4: 274,230 shares; 2025Q1: 281,687 shares; 2025Q2: 247,861 shares; 2025Q3: 230,142 shares 230,142 $12.8M 0.03% -17,719 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,536 shares; 2024Q4: 241,401 shares; 2025Q1: 258,306 shares; 2025Q2: 266,975 shares; 2025Q3: 268,196 shares 268,196 $12.7M 0.03% +1,221 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,548 shares; 2024Q4: 240,013 shares; 2025Q1: 245,738 shares; 2025Q2: 260,536 shares; 2025Q3: 266,172 shares 266,172 $12.6M 0.03% +5,636 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,173 shares; 2024Q4: 116,698 shares; 2025Q1: 116,661 shares; 2025Q2: 113,492 shares; 2025Q3: 100,090 shares 100,090 $12.6M 0.03% -13,402 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,960 shares; 2024Q4: 121,941 shares; 2025Q1: 117,325 shares; 2025Q2: 124,660 shares; 2025Q3: 128,633 shares 128,633 $12.6M 0.03% +3,973 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,134 shares; 2024Q4: 144,825 shares; 2025Q1: 146,181 shares; 2025Q2: 188,036 shares; 2025Q3: 186,278 shares 186,278 $12.5M 0.03% -1,758 Timeline APIE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,368 shares; 2024Q4: 247,249 shares; 2025Q1: 282,120 shares; 2025Q2: 362,775 shares; 2025Q3: 353,212 shares 353,212 $12.5M 0.03% -9,563 Timeline FTRB FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 419,611 shares; 2025Q1: 636,429 shares; 2025Q2: 493,966 shares; 2025Q3: 491,704 shares 491,704 $12.5M 0.03% -2,262 Timeline FAPR 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,454 shares; 2024Q4: 29,887 shares; 2025Q1: 28,829 shares; 2025Q2: 287,067 shares; 2025Q3: 286,557 shares 286,557 $12.5M 0.03% -510 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293,078 shares; 2024Q4: 325,867 shares; 2025Q1: 796,438 shares; 2025Q2: 801,302 shares; 2025Q3: 831,424 shares 831,424 $12.5M 0.03% +30,122 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,507 shares; 2024Q4: 232,836 shares; 2025Q1: 247,965 shares; 2025Q2: 185,842 shares; 2025Q3: 206,097 shares 206,097 $12.4M 0.03% +20,255 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,939 shares; 2024Q4: 40,646 shares; 2025Q1: 33,679 shares; 2025Q2: 86,631 shares; 2025Q3: 85,892 shares 85,892 $12.2M 0.03% -739 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,166 shares; 2024Q4: 244,758 shares; 2025Q1: 271,273 shares; 2025Q2: 380,247 shares; 2025Q3: 363,567 shares 363,567 $12.2M 0.03% -16,680 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,672 shares; 2024Q4: 643,183 shares; 2025Q1: 549,223 shares; 2025Q2: 461,740 shares; 2025Q3: 436,267 shares 436,267 $12.2M 0.03% -25,473 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,014 shares; 2024Q4: 18,243 shares; 2025Q1: 19,234 shares; 2025Q2: 22,505 shares; 2025Q3: 17,371 shares 17,371 $12.1M 0.03% -5,134 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,124 shares; 2024Q4: 51,592 shares; 2025Q1: 54,035 shares; 2025Q2: 39,806 shares; 2025Q3: 51,467 shares 51,467 $12.1M 0.03% +11,661 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,286 shares; 2024Q4: 15,356 shares; 2025Q1: 61,316 shares; 2025Q2: 48,946 shares; 2025Q3: 51,328 shares 51,328 $12.1M 0.03% +2,382 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,458 shares; 2024Q4: 44,824 shares; 2025Q1: 31,589 shares; 2025Q2: 241,007 shares; 2025Q3: 231,533 shares 231,533 $12.1M 0.03% -9,474 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,150 shares; 2024Q4: 49,933 shares; 2025Q1: 49,614 shares; 2025Q2: 53,387 shares; 2025Q3: 54,213 shares 54,213 $12M 0.03% +826 Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,011 shares; 2024Q4: 96,605 shares; 2025Q1: 102,904 shares; 2025Q2: 126,813 shares; 2025Q3: 135,481 shares 135,481 $12M 0.03% +8,668 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,443 shares; 2024Q4: 84,394 shares; 2025Q1: 91,367 shares; 2025Q2: 213,684 shares; 2025Q3: 225,247 shares 225,247 $12M 0.03% +11,563 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,305 shares; 2024Q4: 29,960 shares; 2025Q1: 32,333 shares; 2025Q2: 30,855 shares; 2025Q3: 26,142 shares 26,142 $12M 0.03% -4,713 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,768 shares; 2024Q4: 68,725 shares; 2025Q1: 120,124 shares; 2025Q2: 144,540 shares; 2025Q3: 165,428 shares 165,428 $12M 0.03% +20,888 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,669 shares; 2024Q4: 205,088 shares; 2025Q1: 222,108 shares; 2025Q2: 259,884 shares; 2025Q3: 260,802 shares 260,802 $11.9M 0.03% +918 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,713 shares; 2024Q4: 55,737 shares; 2025Q1: 66,096 shares; 2025Q2: 64,470 shares; 2025Q3: 57,884 shares 57,884 $11.9M 0.03% -6,586 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,155 shares; 2024Q4: 327,746 shares; 2025Q1: 513,804 shares; 2025Q2: 532,731 shares; 2025Q3: 488,297 shares 488,297 $11.9M 0.03% -44,434 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,683 shares; 2024Q4: 115,634 shares; 2025Q1: 261,709 shares; 2025Q2: 281,149 shares; 2025Q3: 265,786 shares 265,786 $11.8M 0.03% -15,363 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,850 shares; 2024Q4: 160,900 shares; 2025Q1: 109,812 shares; 2025Q2: 124,603 shares; 2025Q3: 148,417 shares 148,417 $11.8M 0.03% +23,814 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,041 shares; 2024Q4: 50,084 shares; 2025Q1: 47,879 shares; 2025Q2: 108,945 shares; 2025Q3: 247,212 shares 247,212 $11.8M 0.03% +138,267 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,776 shares; 2024Q4: 297,831 shares; 2025Q1: 280,101 shares; 2025Q2: 225,310 shares; 2025Q3: 229,624 shares 229,624 $11.8M 0.03% +4,314 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313,688 shares; 2024Q4: 362,028 shares; 2025Q1: 357,105 shares; 2025Q2: 252,361 shares; 2025Q3: 258,643 shares 258,643 $11.7M 0.03% +6,282 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,469 shares; 2024Q4: 262,474 shares; 2025Q1: 392,878 shares; 2025Q2: 408,059 shares; 2025Q3: 447,826 shares 447,826 $11.6M 0.03% +39,767 Timeline