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: 29,291,410 shares; 2024Q4: 30,528,891 shares; 2025Q1: 31,297,509 shares; 2025Q2: 32,488,472 shares; 2025Q3: 33,427,901 shares 33,427,901 $22.4B 14.91% +939,429 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: 110,965,549 shares; 2024Q4: 116,928,273 shares; 2025Q1: 118,916,992 shares; 2025Q2: 122,402,361 shares; 2025Q3: 126,617,235 shares 126,617,235 $9.42B 6.28% +4,214,874 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: 107,029,051 shares; 2024Q4: 110,677,195 shares; 2025Q1: 114,080,884 shares; 2025Q2: 119,891,228 shares; 2025Q3: 122,648,738 shares 122,648,738 $8B 5.34% +2,757,510 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: 154,715,058 shares; 2024Q4: 335,070,337 shares; 2025Q1: 348,092,210 shares; 2025Q2: 331,705,736 shares; 2025Q3: 285,507,134 shares 285,507,134 $6.65B 4.43% -46,198,602 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: 36,340,416 shares; 2024Q4: 38,126,911 shares; 2025Q1: 39,050,599 shares; 2025Q2: 41,302,922 shares; 2025Q3: 42,327,458 shares 42,327,458 $5.03B 3.35% +1,024,536 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: 22,348,470 shares; 2024Q4: 23,157,086 shares; 2025Q1: 23,554,043 shares; 2025Q2: 24,657,672 shares; 2025Q3: 25,293,041 shares 25,293,041 $4.8B 3.2% +635,369 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: 4,467,913 shares; 2024Q4: 73,383,975 shares; 2025Q1: 81,162,777 shares; 2025Q2: 86,126,703 shares; 2025Q3: 89,517,143 shares 89,517,143 $4.14B 2.76% +3,390,440 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: 61,771,416 shares; 2024Q4: 66,243,600 shares; 2025Q1: 68,520,193 shares; 2025Q2: 71,616,772 shares; 2025Q3: 74,834,185 shares 74,834,185 $4.05B 2.7% +3,217,413 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: 5,316,371 shares; 2024Q4: 5,396,952 shares; 2025Q1: 5,570,066 shares; 2025Q2: 5,786,231 shares; 2025Q3: 5,913,366 shares 5,913,366 $3.94B 2.63% +127,135 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: 35,964,128 shares; 2024Q4: 37,642,246 shares; 2025Q1: 38,017,057 shares; 2025Q2: 40,525,707 shares; 2025Q3: 41,721,495 shares 41,721,495 $3.73B 2.49% +1,195,788 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: 53,908,781 shares; 2024Q4: 57,787,574 shares; 2025Q1: 59,628,214 shares; 2025Q2: 55,051,672 shares; 2025Q3: 58,128,458 shares 58,128,458 $3.48B 2.32% +3,076,786 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: 30,356,398 shares; 2024Q4: 32,487,533 shares; 2025Q1: 34,156,332 shares; 2025Q2: 32,755,829 shares; 2025Q3: 33,954,853 shares 33,954,853 $2.96B 1.98% +1,199,024 Timeline VLUE 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: 19,456,318 shares; 2024Q4: 20,141,216 shares; 2025Q1: 20,677,629 shares; 2025Q2: 21,582,330 shares; 2025Q3: 22,160,303 shares 22,160,303 $2.77B 1.85% +577,973 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: 2,238,493 shares; 2024Q4: 2,735,623 shares; 2025Q1: 2,419,539 shares; 2025Q2: 33,858,904 shares; 2025Q3: 53,043,095 shares 53,043,095 $2.34B 1.56% +19,184,191 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: 3,112,439 shares; 2024Q4: 3,148,873 shares; 2025Q1: 3,201,107 shares; 2025Q2: 3,223,327 shares; 2025Q3: 3,172,010 shares 3,172,010 $1.9B 1.27% -51,317 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: 32,666,395 shares; 2024Q4: 33,640,287 shares; 2025Q1: 34,497,385 shares; 2025Q2: 35,166,659 shares; 2025Q3: 35,747,656 shares 35,747,656 $1.79B 1.19% +580,997 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: 5,596,286 shares; 2024Q4: 5,792,473 shares; 2025Q1: 6,251,149 shares; 2025Q2: 6,733,309 shares; 2025Q3: 6,026,776 shares 6,026,776 $1.77B 1.18% -706,533 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: 1,760,216 shares; 2024Q4: 1,936,330 shares; 2025Q1: 2,239,644 shares; 2025Q2: 2,339,290 shares; 2025Q3: 2,459,435 shares 2,459,435 $1.51B 1% +120,145 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: 971,454 shares; 2024Q4: 1,097,305 shares; 2025Q1: 1,386,230 shares; 2025Q2: 24,627,560 shares; 2025Q3: 26,884,410 shares 26,884,410 $1.24B 0.83% +2,256,850 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: 20,487,324 shares; 2024Q4: 21,859,149 shares; 2025Q1: 22,986,670 shares; 2025Q2: 24,317,154 shares; 2025Q3: 26,298,023 shares 26,298,023 $1.23B 0.82% +1,980,869 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: 16,722,297 shares; 2024Q4: 17,512,108 shares; 2025Q1: 18,285,595 shares; 2025Q2: 18,018,452 shares; 2025Q3: 18,399,513 shares 18,399,513 $1.21B 0.81% +381,061 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: 9,509,024 shares; 2024Q4: 10,429,324 shares; 2025Q1: 11,545,869 shares; 2025Q2: 11,963,480 shares; 2025Q3: 11,865,716 shares 11,865,716 $1.19B 0.79% -97,764 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: 5,255,434 shares; 2024Q4: 5,137,433 shares; 2025Q1: 5,518,325 shares; 2025Q2: 5,867,958 shares; 2025Q3: 5,516,759 shares 5,516,759 $1.03B 0.69% -351,199 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: 1,696,361 shares; 2024Q4: 1,763,890 shares; 2025Q1: 1,856,104 shares; 2025Q2: 1,926,843 shares; 2025Q3: 1,942,445 shares 1,942,445 $1.01B 0.67% +15,602 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: 8,506,344 shares; 2024Q4: 9,050,612 shares; 2025Q1: 9,543,037 shares; 2025Q2: 10,113,178 shares; 2025Q3: 10,960,194 shares 10,960,194 $1B 0.67% +847,016 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: 3,454,895 shares; 2024Q4: 3,466,216 shares; 2025Q1: 3,551,206 shares; 2025Q2: 3,723,510 shares; 2025Q3: 3,752,997 shares 3,752,997 $956M 0.64% +29,487 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: 2,219,940 shares; 2024Q4: 2,564,516 shares; 2025Q1: 2,933,060 shares; 2025Q2: 3,366,746 shares; 2025Q3: 3,598,711 shares 3,598,711 $889M 0.59% +231,965 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,222,974 shares; 2024Q4: 7,088,200 shares; 2025Q1: 6,949,758 shares; 2025Q2: 6,909,934 shares; 2025Q3: 6,800,158 shares 6,800,158 $886M 0.59% -109,776 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: 6,312,287 shares; 2024Q4: 7,037,519 shares; 2025Q1: 7,588,089 shares; 2025Q2: 7,391,953 shares; 2025Q3: 8,102,619 shares 8,102,619 $863M 0.58% +710,666 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: 1,613,392 shares; 2024Q4: 1,705,328 shares; 2025Q1: 1,747,507 shares; 2025Q2: 1,785,539 shares; 2025Q3: 1,776,106 shares 1,776,106 $852M 0.57% -9,433 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: 2,623,478 shares; 2024Q4: 2,610,650 shares; 2025Q1: 2,663,528 shares; 2025Q2: 2,776,752 shares; 2025Q3: 2,745,324 shares 2,745,324 $845M 0.56% -31,428 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,476,490 shares; 2024Q4: 20,777,879 shares; 2025Q1: 24,479,012 shares; 2025Q2: 27,821,337 shares; 2025Q3: 29,438,303 shares 29,438,303 $775M 0.52% +1,616,966 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: 7,751,287 shares; 2024Q4: 8,304,286 shares; 2025Q1: 8,645,584 shares; 2025Q2: 9,106,889 shares; 2025Q3: 9,911,931 shares 9,911,931 $774M 0.52% +805,042 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: 2,949,770 shares; 2024Q4: 2,975,910 shares; 2025Q1: 3,107,357 shares; 2025Q2: 3,323,255 shares; 2025Q3: 3,368,134 shares 3,368,134 $740M 0.49% +44,879 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: 3,011,985 shares; 2024Q4: 3,264,418 shares; 2025Q1: 3,358,772 shares; 2025Q2: 3,780,675 shares; 2025Q3: 3,866,085 shares 3,866,085 $721M 0.48% +85,410 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: 10,569,248 shares; 2024Q4: 11,611,126 shares; 2025Q1: 13,831,238 shares; 2025Q2: 15,328,061 shares; 2025Q3: 16,693,552 shares 16,693,552 $702M 0.47% +1,365,491 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: 1,800,718 shares; 2024Q4: 1,864,908 shares; 2025Q1: 2,010,915 shares; 2025Q2: 2,551,461 shares; 2025Q3: 2,677,958 shares 2,677,958 $681M 0.45% +126,497 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,376 shares; 2024Q4: 27,742 shares; 2025Q1: 28,914 shares; 2025Q2: 15,878,455 shares; 2025Q3: 17,242,564 shares 17,242,564 $619M 0.41% +1,364,109 Timeline IVLU 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: 14,754,862 shares; 2024Q4: 14,927,132 shares; 2025Q1: 15,430,525 shares; 2025Q2: 15,319,386 shares; 2025Q3: 16,052,538 shares 16,052,538 $570M 0.38% +733,152 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: 2,106,909 shares; 2024Q4: 2,181,202 shares; 2025Q1: 2,240,337 shares; 2025Q2: 2,335,088 shares; 2025Q3: 2,341,909 shares 2,341,909 $569M 0.38% +6,821 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: 14,182,678 shares; 2024Q4: 13,968,533 shares; 2025Q1: 12,949,165 shares; 2025Q2: 11,590,362 shares; 2025Q3: 9,041,964 shares 9,041,964 $520M 0.35% -2,548,398 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: 6,816,490 shares; 2024Q4: 7,908,041 shares; 2025Q1: 9,074,492 shares; 2025Q2: 10,407,693 shares; 2025Q3: 11,374,810 shares 11,374,810 $500M 0.33% +967,117 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: 1,219,236 shares; 2024Q4: 1,216,618 shares; 2025Q1: 1,284,339 shares; 2025Q2: 1,370,878 shares; 2025Q3: 1,337,550 shares 1,337,550 $489M 0.33% -33,328 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: 435,029 shares; 2024Q4: 468,907 shares; 2025Q1: 487,527 shares; 2025Q2: 638,560 shares; 2025Q3: 656,464 shares 656,464 $482M 0.32% +17,904 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: 3,276,063 shares; 2024Q4: 4,106,000 shares; 2025Q1: 4,769,555 shares; 2025Q2: 5,799,161 shares; 2025Q3: 8,071,059 shares 8,071,059 $478M 0.32% +2,271,898 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: 541,164 shares; 2024Q4: 556,152 shares; 2025Q1: 576,635 shares; 2025Q2: 613,019 shares; 2025Q3: 788,274 shares 788,274 $470M 0.31% +175,255 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: 550,688 shares; 2024Q4: 572,535 shares; 2025Q1: 623,405 shares; 2025Q2: 660,567 shares; 2025Q3: 628,414 shares 628,414 $469M 0.31% -32,153 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: 9,086,103 shares; 2024Q4: 9,329,782 shares; 2025Q1: 10,659,200 shares; 2025Q2: 10,742,238 shares; 2025Q3: 9,726,425 shares 9,726,425 $452M 0.3% -1,015,813 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: 2,277,928 shares; 2024Q4: 2,430,865 shares; 2025Q1: 2,370,393 shares; 2025Q2: 2,418,092 shares; 2025Q3: 2,251,190 shares 2,251,190 $438M 0.29% -166,902 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: 5,913,411 shares; 2024Q4: 18,222,676 shares; 2025Q1: 17,763,626 shares; 2025Q2: 17,126,918 shares; 2025Q3: 15,552,135 shares 15,552,135 $425M 0.28% -1,574,783 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: 4,256,456 shares; 2024Q4: 4,489,332 shares; 2025Q1: 4,617,408 shares; 2025Q2: 4,243,477 shares; 2025Q3: 4,351,564 shares 4,351,564 $420M 0.28% +108,087 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: 4,143,602 shares; 2024Q4: 4,303,852 shares; 2025Q1: 4,718,436 shares; 2025Q2: 5,007,341 shares; 2025Q3: 5,576,855 shares 5,576,855 $406M 0.27% +569,514 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: 9,199,575 shares; 2024Q4: 10,144,791 shares; 2025Q1: 10,746,718 shares; 2025Q2: 10,760,763 shares; 2025Q3: 11,018,745 shares 11,018,745 $377M 0.25% +257,982 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: 1,501,406 shares; 2024Q4: 1,506,358 shares; 2025Q1: 1,447,041 shares; 2025Q2: 1,521,216 shares; 2025Q3: 1,622,847 shares 1,622,847 $350M 0.23% +101,631 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: 993,654 shares; 2024Q4: 1,028,164 shares; 2025Q1: 1,067,306 shares; 2025Q2: 1,102,255 shares; 2025Q3: 1,101,758 shares 1,101,758 $348M 0.23% -497 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: 3,777,949 shares; 2024Q4: 3,285,854 shares; 2025Q1: 2,955,337 shares; 2025Q2: 2,902,886 shares; 2025Q3: 2,828,612 shares 2,828,612 $339M 0.23% -74,274 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: 2,061,142 shares; 2024Q4: 2,177,599 shares; 2025Q1: 2,268,334 shares; 2025Q2: 2,402,173 shares; 2025Q3: 2,341,478 shares 2,341,478 $323M 0.22% -60,695 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: 1,852,226 shares; 2024Q4: 7,742,948 shares; 2025Q1: 8,250,812 shares; 2025Q2: 9,187,006 shares; 2025Q3: 10,027,556 shares 10,027,556 $320M 0.21% +840,550 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: 616,021 shares; 2024Q4: 619,890 shares; 2025Q1: 646,089 shares; 2025Q2: 673,593 shares; 2025Q3: 680,581 shares 680,581 $319M 0.21% +6,988 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: 4,470,947 shares; 2024Q4: 4,867,781 shares; 2025Q1: 5,229,221 shares; 2025Q2: 4,563,872 shares; 2025Q3: 4,685,008 shares 4,685,008 $316M 0.21% +121,136 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,371,743 shares; 2024Q4: 7,584,801 shares; 2025Q1: 8,201,534 shares; 2025Q2: 10,272,223 shares; 2025Q3: 10,473,140 shares 10,473,140 $310M 0.21% +200,917 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: 2,094,276 shares; 2024Q4: 2,204,467 shares; 2025Q1: 2,975,287 shares; 2025Q2: 3,565,033 shares; 2025Q3: 3,787,339 shares 3,787,339 $297M 0.2% +222,306 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: 878,003 shares; 2024Q4: 884,665 shares; 2025Q1: 1,122,313 shares; 2025Q2: 1,164,341 shares; 2025Q3: 1,163,866 shares 1,163,866 $283M 0.19% -475 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 870,635 shares; 2024Q4: 897,704 shares; 2025Q1: 887,462 shares; 2025Q2: 917,699 shares; 2025Q3: 858,114 shares 858,114 $282M 0.19% -59,585 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,905 shares; 2024Q4: 560,246 shares; 2025Q1: 975,347 shares; 2025Q2: 4,550,323 shares; 2025Q3: 7,950,844 shares 7,950,844 $281M 0.19% +3,400,521 Timeline EZU 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: 39,057,497 shares; 2024Q4: 41,141,397 shares; 2025Q1: 42,290,494 shares; 2025Q2: 4,857,950 shares; 2025Q3: 4,488,538 shares 4,488,538 $278M 0.19% -369,412 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: 574,016 shares; 2024Q4: 571,102 shares; 2025Q1: 832,524 shares; 2025Q2: 882,090 shares; 2025Q3: 786,728 shares 786,728 $260M 0.17% -95,362 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: 4,280,720 shares; 2024Q4: 4,591,191 shares; 2025Q1: 4,898,467 shares; 2025Q2: 5,955,383 shares; 2025Q3: 6,040,807 shares 6,040,807 $260M 0.17% +85,424 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: 2,446,295 shares; 2024Q4: 3,367,428 shares; 2025Q1: 3,778,832 shares; 2025Q2: 4,823,169 shares; 2025Q3: 5,007,149 shares 5,007,149 $254M 0.17% +183,980 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,238,311 shares; 2024Q4: 3,494,008 shares; 2025Q1: 5,550,812 shares; 2025Q2: 6,341,983 shares; 2025Q3: 6,740,833 shares 6,740,833 $253M 0.17% +398,850 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: 397,586 shares; 2024Q4: 489,366 shares; 2025Q1: 1,116,036 shares; 2025Q2: 2,312,210 shares; 2025Q3: 6,960,142 shares 6,960,142 $252M 0.17% +4,647,932 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,602,361 shares; 2024Q4: 4,744,015 shares; 2025Q1: 4,938,709 shares; 2025Q2: 5,101,819 shares; 2025Q3: 5,226,817 shares 5,226,817 $238M 0.16% +124,998 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: 541,485 shares; 2024Q4: 556,268 shares; 2025Q1: 470,634 shares; 2025Q2: 474,786 shares; 2025Q3: 470,470 shares 470,470 $237M 0.16% -4,316 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: 2,196,788 shares; 2024Q4: 2,296,547 shares; 2025Q1: 2,343,426 shares; 2025Q2: 2,395,067 shares; 2025Q3: 2,460,708 shares 2,460,708 $230M 0.15% +65,641 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: 1,256,543 shares; 2024Q4: 1,406,084 shares; 2025Q1: 1,796,040 shares; 2025Q2: 2,004,936 shares; 2025Q3: 2,244,932 shares 2,244,932 $223M 0.15% +239,996 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: 6,028,731 shares; 2024Q4: 6,727,695 shares; 2025Q1: 7,649,146 shares; 2025Q2: 7,511,528 shares; 2025Q3: 7,330,475 shares 7,330,475 $217M 0.14% -181,053 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: 556,286 shares; 2024Q4: 569,493 shares; 2025Q1: 639,531 shares; 2025Q2: 716,101 shares; 2025Q3: 738,797 shares 738,797 $217M 0.14% +22,696 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: 917,643 shares; 2024Q4: 1,046,945 shares; 2025Q1: 1,100,998 shares; 2025Q2: 1,151,261 shares; 2025Q3: 2,703,438 shares 2,703,438 $213M 0.14% +1,552,177 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: 1,878,117 shares; 2024Q4: 2,071,910 shares; 2025Q1: 2,391,347 shares; 2025Q2: 3,062,191 shares; 2025Q3: 2,801,083 shares 2,801,083 $210M 0.14% -261,108 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: 1,645,387 shares; 2024Q4: 1,654,280 shares; 2025Q1: 1,659,880 shares; 2025Q2: 1,656,326 shares; 2025Q3: 1,677,939 shares 1,677,939 $203M 0.14% +21,613 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,916,421 shares; 2024Q4: 2,399,325 shares; 2025Q1: 3,147,636 shares; 2025Q2: 3,612,505 shares; 2025Q3: 3,780,629 shares 3,780,629 $193M 0.13% +168,124 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: 892,878 shares; 2024Q4: 972,902 shares; 2025Q1: 1,112,493 shares; 2025Q2: 1,348,494 shares; 2025Q3: 1,328,199 shares 1,328,199 $189M 0.13% -20,295 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: 1,994,278 shares; 2024Q4: 2,085,798 shares; 2025Q1: 2,349,402 shares; 2025Q2: 2,438,734 shares; 2025Q3: 2,810,099 shares 2,810,099 $189M 0.13% +371,365 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: 1,555,985 shares; 2024Q4: 2,609,933 shares; 2025Q1: 3,663,217 shares; 2025Q2: 4,977,547 shares; 2025Q3: 6,597,766 shares 6,597,766 $180M 0.12% +1,620,219 Timeline ITM 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: 2,576,103 shares; 2024Q4: 3,230,428 shares; 2025Q1: 2,471,917 shares; 2025Q2: 3,636,894 shares; 2025Q3: 3,844,618 shares 3,844,618 $179M 0.12% +207,724 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: 873,832 shares; 2024Q4: 1,372,125 shares; 2025Q1: 1,724,187 shares; 2025Q2: 3,565,904 shares; 2025Q3: 4,192,632 shares 4,192,632 $179M 0.12% +626,728 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: 523,228 shares; 2024Q4: 531,616 shares; 2025Q1: 518,000 shares; 2025Q2: 519,630 shares; 2025Q3: 523,505 shares 523,505 $179M 0.12% +3,875 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: 190,648 shares; 2024Q4: 186,907 shares; 2025Q1: 195,683 shares; 2025Q2: 217,754 shares; 2025Q3: 233,296 shares 233,296 $178M 0.12% +15,542 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: 172,296 shares; 2024Q4: 177,019 shares; 2025Q1: 181,008 shares; 2025Q2: 189,314 shares; 2025Q3: 189,851 shares 189,851 $176M 0.12% +537 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: 292,204 shares; 2024Q4: 359,899 shares; 2025Q1: 447,294 shares; 2025Q2: 485,249 shares; 2025Q3: 526,529 shares 526,529 $172M 0.11% +41,280 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: 2,057,321 shares; 2024Q4: 1,963,662 shares; 2025Q1: 1,832,687 shares; 2025Q2: 1,904,012 shares; 2025Q3: 1,797,261 shares 1,797,261 $171M 0.11% -106,751 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: 2,507,832 shares; 2024Q4: 2,832,139 shares; 2025Q1: 3,033,921 shares; 2025Q2: 3,064,828 shares; 2025Q3: 2,931,338 shares 2,931,338 $167M 0.11% -133,490 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: 1,434,374 shares; 2024Q4: 1,457,360 shares; 2025Q1: 1,682,314 shares; 2025Q2: 1,843,952 shares; 2025Q3: 2,269,870 shares 2,269,870 $166M 0.11% +425,918 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: 3,106,039 shares; 2024Q4: 3,127,918 shares; 2025Q1: 3,274,058 shares; 2025Q2: 3,380,284 shares; 2025Q3: 3,503,688 shares 3,503,688 $164M 0.11% +123,404 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: 2,502,297 shares; 2024Q4: 3,225,656 shares; 2025Q1: 3,552,083 shares; 2025Q2: 3,865,009 shares; 2025Q3: 4,144,701 shares 4,144,701 $164M 0.11% +279,692 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: 418,383 shares; 2024Q4: 418,916 shares; 2025Q1: 403,701 shares; 2025Q2: 440,634 shares; 2025Q3: 459,476 shares 459,476 $163M 0.11% +18,842 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: 1,817,586 shares; 2024Q4: 2,008,629 shares; 2025Q1: 2,199,520 shares; 2025Q2: 2,382,007 shares; 2025Q3: 3,208,854 shares 3,208,854 $162M 0.11% +826,847 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,546,960 shares; 2024Q4: 7,649,861 shares; 2025Q1: 7,656,587 shares; 2025Q2: 7,856,664 shares; 2025Q3: 7,446,853 shares 7,446,853 $161M 0.11% -409,811 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: 297,329 shares; 2024Q4: 298,649 shares; 2025Q1: 377,889 shares; 2025Q2: 391,815 shares; 2025Q3: 395,896 shares 395,896 $160M 0.11% +4,081 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: 901,066 shares; 2024Q4: 910,941 shares; 2025Q1: 967,146 shares; 2025Q2: 1,013,188 shares; 2025Q3: 906,842 shares 906,842 $158M 0.11% -106,346 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: 1,788,882 shares; 2024Q4: 2,042,028 shares; 2025Q1: 2,078,455 shares; 2025Q2: 2,315,372 shares; 2025Q3: 2,301,067 shares 2,301,067 $157M 0.1% -14,305 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: 920,176 shares; 2024Q4: 794,256 shares; 2025Q1: 873,229 shares; 2025Q2: 1,600,359 shares; 2025Q3: 1,888,530 shares 1,888,530 $151M 0.1% +288,171 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: 440,419 shares; 2024Q4: 443,822 shares; 2025Q1: 507,046 shares; 2025Q2: 589,534 shares; 2025Q3: 609,005 shares 609,005 $147M 0.1% +19,471 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: 1,578,689 shares; 2024Q4: 3,429,894 shares; 2025Q1: 4,082,538 shares; 2025Q2: 4,944,338 shares; 2025Q3: 5,241,527 shares 5,241,527 $146M 0.1% +297,189 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: 793,662 shares; 2024Q4: 827,429 shares; 2025Q1: 907,475 shares; 2025Q2: 950,921 shares; 2025Q3: 984,934 shares 984,934 $143M 0.1% +34,013 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: 1,613,239 shares; 2024Q4: 1,766,405 shares; 2025Q1: 2,029,687 shares; 2025Q2: 1,849,420 shares; 2025Q3: 1,965,402 shares 1,965,402 $142M 0.09% +115,982 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 725,959 shares; 2024Q4: 810,123 shares; 2025Q1: 1,003,247 shares; 2025Q2: 1,155,039 shares; 2025Q3: 1,322,898 shares 1,322,898 $141M 0.09% +167,859 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: 189,465 shares; 2024Q4: 208,149 shares; 2025Q1: 295,143 shares; 2025Q2: 344,051 shares; 2025Q3: 422,751 shares 422,751 $141M 0.09% +78,700 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: 766,508 shares; 2024Q4: 879,492 shares; 2025Q1: 978,221 shares; 2025Q2: 1,322,890 shares; 2025Q3: 1,342,431 shares 1,342,431 $140M 0.09% +19,541 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,805,286 shares; 2024Q4: 4,569,183 shares; 2025Q1: 4,880,660 shares; 2025Q2: 5,013,169 shares; 2025Q3: 5,425,901 shares 5,425,901 $139M 0.09% +412,732 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: 258,770 shares; 2024Q4: 229,882 shares; 2025Q1: 267,288 shares; 2025Q2: 284,641 shares; 2025Q3: 309,937 shares 309,937 $138M 0.09% +25,296 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: 1,853,243 shares; 2024Q4: 2,014,166 shares; 2025Q1: 1,840,029 shares; 2025Q2: 1,528,441 shares; 2025Q3: 1,308,032 shares 1,308,032 $137M 0.09% -220,409 Timeline SHM 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: 2,380,978 shares; 2024Q4: 2,512,890 shares; 2025Q1: 2,613,006 shares; 2025Q2: 2,696,310 shares; 2025Q3: 2,840,836 shares 2,840,836 $137M 0.09% +144,526 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: 1,827,294 shares; 2024Q4: 1,930,981 shares; 2025Q1: 2,238,813 shares; 2025Q2: 1,890,221 shares; 2025Q3: 3,424,108 shares 3,424,108 $136M 0.09% +1,533,887 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: 50,653 shares; 2024Q4: 191,124 shares; 2025Q1: 531,103 shares; 2025Q2: 812,704 shares; 2025Q3: 1,099,802 shares 1,099,802 $133M 0.09% +287,098 Timeline ICF 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: 1,945,501 shares; 2024Q4: 2,079,071 shares; 2025Q1: 2,147,157 shares; 2025Q2: 2,235,041 shares; 2025Q3: 2,145,351 shares 2,145,351 $132M 0.09% -89,690 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: 267,769 shares; 2024Q4: 277,861 shares; 2025Q1: 279,161 shares; 2025Q2: 231,677 shares; 2025Q3: 228,571 shares 228,571 $130M 0.09% -3,106 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: 253,880 shares; 2024Q4: 447,630 shares; 2025Q1: 2,622,143 shares; 2025Q2: 3,645,196 shares; 2025Q3: 3,714,861 shares 3,714,861 $129M 0.09% +69,665 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: 542,780 shares; 2024Q4: 564,614 shares; 2025Q1: 611,050 shares; 2025Q2: 645,724 shares; 2025Q3: 658,484 shares 658,484 $125M 0.08% +12,760 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: 283,780 shares; 2024Q4: 280,278 shares; 2025Q1: 279,730 shares; 2025Q2: 281,398 shares; 2025Q3: 268,873 shares 268,873 $125M 0.08% -12,525 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,802,118 shares; 2024Q4: 3,739,443 shares; 2025Q1: 3,503,824 shares; 2025Q2: 3,477,895 shares; 2025Q3: 3,118,251 shares 3,118,251 $124M 0.08% -359,644 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: 1,461,831 shares; 2024Q4: 1,250,807 shares; 2025Q1: 1,431,734 shares; 2025Q2: 1,140,471 shares; 2025Q3: 1,205,033 shares 1,205,033 $121M 0.08% +64,562 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: 3,432,262 shares; 2024Q4: 4,152,063 shares; 2025Q1: 4,605,576 shares; 2025Q2: 4,979,795 shares; 2025Q3: 5,243,014 shares 5,243,014 $119M 0.08% +263,219 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,443 shares; 2024Q4: 858,945 shares; 2025Q1: 1,500,254 shares; 2025Q2: 1,660,914 shares; 2025Q3: 2,494,049 shares 2,494,049 $119M 0.08% +833,135 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,853,436 shares; 2024Q4: 1,955,557 shares; 2025Q1: 1,977,785 shares; 2025Q2: 3,693,479 shares; 2025Q3: 3,500,259 shares 3,500,259 $117M 0.08% -193,220 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 597,339 shares; 2024Q4: 705,973 shares; 2025Q1: 801,556 shares; 2025Q2: 810,556 shares; 2025Q3: 818,096 shares 818,096 $116M 0.08% +7,540 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: 476,180 shares; 2024Q4: 632,942 shares; 2025Q1: 806,591 shares; 2025Q2: 707,440 shares; 2025Q3: 851,097 shares 851,097 $115M 0.08% +143,657 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: 1,169,467 shares; 2024Q4: 1,212,458 shares; 2025Q1: 1,172,458 shares; 2025Q2: 1,230,886 shares; 2025Q3: 1,666,015 shares 1,666,015 $113M 0.08% +435,129 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: 624,860 shares; 2024Q4: 652,028 shares; 2025Q1: 670,455 shares; 2025Q2: 740,204 shares; 2025Q3: 729,891 shares 729,891 $112M 0.07% -10,313 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: 995,255 shares; 2024Q4: 1,108,025 shares; 2025Q1: 1,207,291 shares; 2025Q2: 1,310,934 shares; 2025Q3: 1,412,206 shares 1,412,206 $111M 0.07% +101,272 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: 585,956 shares; 2024Q4: 605,871 shares; 2025Q1: 629,431 shares; 2025Q2: 651,472 shares; 2025Q3: 663,789 shares 663,789 $111M 0.07% +12,317 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,034,623 shares; 2024Q4: 1,097,130 shares; 2025Q1: 1,149,622 shares; 2025Q2: 1,215,536 shares; 2025Q3: 1,138,071 shares 1,138,071 $109M 0.07% -77,465 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,792,724 shares; 2024Q4: 1,735,120 shares; 2025Q1: 1,649,521 shares; 2025Q2: 1,657,127 shares; 2025Q3: 1,668,475 shares 1,668,475 $108M 0.07% +11,348 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: 190,041 shares; 2024Q4: 177,241 shares; 2025Q1: 409,888 shares; 2025Q2: 431,519 shares; 2025Q3: 383,772 shares 383,772 $108M 0.07% -47,747 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: 953,035 shares; 2024Q4: 1,015,945 shares; 2025Q1: 1,083,587 shares; 2025Q2: 1,119,074 shares; 2025Q3: 1,160,592 shares 1,160,592 $108M 0.07% +41,518 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: 411,679 shares; 2024Q4: 445,253 shares; 2025Q1: 472,860 shares; 2025Q2: 532,194 shares; 2025Q3: 525,155 shares 525,155 $108M 0.07% -7,039 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: 1,244,963 shares; 2024Q4: 1,373,409 shares; 2025Q1: 1,530,975 shares; 2025Q2: 1,813,974 shares; 2025Q3: 1,929,354 shares 1,929,354 $107M 0.07% +115,380 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: 2,042,351 shares; 2024Q4: 2,139,186 shares; 2025Q1: 2,842,573 shares; 2025Q2: 2,382,482 shares; 2025Q3: 2,492,972 shares 2,492,972 $107M 0.07% +110,490 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: 199,326 shares; 2024Q4: 215,452 shares; 2025Q1: 219,712 shares; 2025Q2: 223,378 shares; 2025Q3: 223,525 shares 223,525 $107M 0.07% +147 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: 1,223,074 shares; 2024Q4: 1,330,909 shares; 2025Q1: 1,635,935 shares; 2025Q2: 1,752,280 shares; 2025Q3: 1,688,751 shares 1,688,751 $106M 0.07% -63,529 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: 602,463 shares; 2024Q4: 599,806 shares; 2025Q1: 637,058 shares; 2025Q2: 652,618 shares; 2025Q3: 673,678 shares 673,678 $105M 0.07% +21,060 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: 118,382 shares; 2024Q4: 117,901 shares; 2025Q1: 232,918 shares; 2025Q2: 206,975 shares; 2025Q3: 212,786 shares 212,786 $104M 0.07% +5,811 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: 1,007,781 shares; 2024Q4: 1,017,252 shares; 2025Q1: 1,052,487 shares; 2025Q2: 1,073,681 shares; 2025Q3: 1,069,948 shares 1,069,948 $103M 0.07% -3,733 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: 859,350 shares; 2024Q4: 930,446 shares; 2025Q1: 639,200 shares; 2025Q2: 622,154 shares; 2025Q3: 635,138 shares 635,138 $103M 0.07% +12,984 Timeline USRT 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: 1,211,616 shares; 2024Q4: 1,319,829 shares; 2025Q1: 1,533,330 shares; 2025Q2: 1,602,846 shares; 2025Q3: 1,748,498 shares 1,748,498 $103M 0.07% +145,652 Timeline EAGG 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: 1,663,796 shares; 2024Q4: 1,783,412 shares; 2025Q1: 1,926,630 shares; 2025Q2: 2,026,164 shares; 2025Q3: 2,111,254 shares 2,111,254 $101M 0.07% +85,090 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: 1,332,252 shares; 2024Q4: 1,269,636 shares; 2025Q1: 1,230,406 shares; 2025Q2: 1,243,810 shares; 2025Q3: 1,191,309 shares 1,191,309 $101M 0.07% -52,501 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: 677,157 shares; 2024Q4: 1,591,869 shares; 2025Q1: 2,654,098 shares; 2025Q2: 3,504,539 shares; 2025Q3: 3,791,373 shares 3,791,373 $101M 0.07% +286,834 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: 16,349 shares; 2024Q4: 16,315 shares; 2025Q1: 65,013 shares; 2025Q2: 67,566 shares; 2025Q3: 108,445 shares 108,445 $99.8M 0.07% +40,879 Timeline HYD 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: 1,598,923 shares; 2024Q4: 1,640,655 shares; 2025Q1: 1,717,156 shares; 2025Q2: 1,790,742 shares; 2025Q3: 1,960,634 shares 1,960,634 $99.8M 0.07% +169,892 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: 227,853 shares; 2024Q4: 470,272 shares; 2025Q1: 408,291 shares; 2025Q2: 425,853 shares; 2025Q3: 483,011 shares 483,011 $98.4M 0.07% +57,158 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: 372,434 shares; 2024Q4: 315,827 shares; 2025Q1: 469,679 shares; 2025Q2: 555,351 shares; 2025Q3: 411,862 shares 411,862 $97.6M 0.07% -143,489 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: 92,370 shares; 2024Q4: 322,954 shares; 2025Q1: 803,704 shares; 2025Q2: 916,634 shares; 2025Q3: 993,719 shares 993,719 $97.4M 0.06% +77,085 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: 317,162 shares; 2024Q4: 343,887 shares; 2025Q1: 332,954 shares; 2025Q2: 341,523 shares; 2025Q3: 340,605 shares 340,605 $95.1M 0.06% -918 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,006 shares; 2024Q4: 1,254,152 shares; 2025Q1: 1,524,205 shares; 2025Q2: 1,959,197 shares; 2025Q3: 1,940,043 shares 1,940,043 $94.8M 0.06% -19,154 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: 634,953 shares; 2024Q4: 815,788 shares; 2025Q1: 797,277 shares; 2025Q2: 859,682 shares; 2025Q3: 1,028,220 shares 1,028,220 $94.3M 0.06% +168,538 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: 628,710 shares; 2025Q1: 680,572 shares; 2025Q2: 740,049 shares; 2025Q3: 700,285 shares 700,285 $93.8M 0.06% -39,764 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: 412,809 shares; 2024Q4: 413,330 shares; 2025Q1: 450,423 shares; 2025Q2: 456,919 shares; 2025Q3: 456,131 shares 456,131 $92.9M 0.06% -788 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: 3,646,528 shares 3,646,528 $92.3M 0.06% new 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: 1,188,615 shares; 2024Q4: 1,128,390 shares; 2025Q1: 1,234,174 shares; 2025Q2: 1,549,804 shares; 2025Q3: 1,612,602 shares 1,612,602 $92.2M 0.06% +62,798 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: 1,645,549 shares; 2024Q4: 1,772,519 shares; 2025Q1: 1,823,163 shares; 2025Q2: 1,693,569 shares; 2025Q3: 1,928,003 shares 1,928,003 $91.8M 0.06% +234,434 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: 475,598 shares; 2024Q4: 527,857 shares; 2025Q1: 1,720,414 shares; 2025Q2: 1,680,724 shares; 2025Q3: 1,596,149 shares 1,596,149 $91.8M 0.06% -84,575 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 572,797 shares; 2024Q4: 733,123 shares; 2025Q1: 1,005,788 shares; 2025Q2: 1,722,199 shares; 2025Q3: 2,481,901 shares 2,481,901 $90.7M 0.06% +759,702 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: 979,563 shares; 2024Q4: 960,601 shares; 2025Q1: 1,119,675 shares; 2025Q2: 1,180,332 shares; 2025Q3: 1,086,265 shares 1,086,265 $90.1M 0.06% -94,067 Timeline FCOM 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: 1,099,239 shares; 2024Q4: 1,104,317 shares; 2025Q1: 1,263,294 shares; 2025Q2: 1,382,346 shares; 2025Q3: 1,254,117 shares 1,254,117 $89M 0.06% -128,229 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: 125,514 shares; 2024Q4: 233,041 shares; 2025Q1: 230,265 shares; 2025Q2: 233,650 shares; 2025Q3: 739,010 shares 739,010 $88.3M 0.06% +505,360 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: 272,465 shares; 2024Q4: 278,259 shares; 2025Q1: 282,329 shares; 2025Q2: 321,475 shares; 2025Q3: 679,442 shares 679,442 $87.6M 0.06% +357,967 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: 241,367 shares; 2024Q4: 238,160 shares; 2025Q1: 234,275 shares; 2025Q2: 242,829 shares; 2025Q3: 253,175 shares 253,175 $87.4M 0.06% +10,346 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: 785,105 shares; 2024Q4: 795,498 shares; 2025Q1: 821,816 shares; 2025Q2: 849,114 shares; 2025Q3: 838,642 shares 838,642 $86.4M 0.06% -10,472 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: 102,228 shares; 2024Q4: 105,115 shares; 2025Q1: 139,025 shares; 2025Q2: 156,954 shares; 2025Q3: 211,528 shares 211,528 $85.1M 0.06% +54,574 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: 2,594 shares; 2024Q4: 4,777 shares; 2025Q1: 243,087 shares; 2025Q2: 683,555 shares; 2025Q3: 1,574,765 shares 1,574,765 $85M 0.06% +891,210 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 637,483 shares; 2024Q4: 643,778 shares; 2025Q1: 688,878 shares; 2025Q2: 701,987 shares; 2025Q3: 665,112 shares 665,112 $84.2M 0.06% -36,875 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: 66,311 shares; 2024Q4: 71,562 shares; 2025Q1: 72,743 shares; 2025Q2: 76,781 shares; 2025Q3: 77,881 shares 77,881 $84M 0.06% +1,100 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: 88,801 shares; 2024Q4: 92,407 shares; 2025Q1: 96,925 shares; 2025Q2: 101,913 shares; 2025Q3: 105,270 shares 105,270 $83.8M 0.06% +3,357 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: 243,325 shares; 2024Q4: 272,595 shares; 2025Q1: 316,672 shares; 2025Q2: 369,743 shares; 2025Q3: 426,451 shares 426,451 $83.5M 0.06% +56,708 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: 511,565 shares; 2024Q4: 519,176 shares; 2025Q1: 481,052 shares; 2025Q2: 497,380 shares; 2025Q3: 505,397 shares 505,397 $83.2M 0.06% +8,017 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,715,213 shares; 2024Q4: 1,736,364 shares; 2025Q1: 1,736,189 shares; 2025Q2: 1,785,997 shares; 2025Q3: 1,815,585 shares 1,815,585 $82.1M 0.05% +29,588 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: 489,566 shares; 2024Q4: 410,536 shares; 2025Q1: 368,043 shares; 2025Q2: 354,797 shares; 2025Q3: 316,099 shares 316,099 $82.1M 0.05% -38,698 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 487,960 shares; 2024Q4: 922,508 shares; 2025Q1: 989,719 shares; 2025Q2: 2,144,802 shares; 2025Q3: 2,376,482 shares 2,376,482 $81.5M 0.05% +231,680 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 446,568 shares; 2024Q4: 495,690 shares; 2025Q1: 585,057 shares; 2025Q2: 655,027 shares; 2025Q3: 899,734 shares 899,734 $81.4M 0.05% +244,707 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 596,985 shares; 2024Q4: 597,886 shares; 2025Q1: 591,070 shares; 2025Q2: 626,380 shares; 2025Q3: 627,688 shares 627,688 $81.4M 0.05% +1,308 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: 963,965 shares; 2024Q4: 1,078,420 shares; 2025Q1: 1,493,516 shares; 2025Q2: 1,939,333 shares; 2025Q3: 2,134,204 shares 2,134,204 $81.1M 0.05% +194,871 Timeline VCR 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: 186,719 shares; 2024Q4: 190,483 shares; 2025Q1: 201,351 shares; 2025Q2: 202,336 shares; 2025Q3: 203,673 shares 203,673 $80.7M 0.05% +1,337 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,284 shares; 2024Q4: 1,751 shares; 2025Q1: 3,144,991 shares; 2025Q2: 3,521,652 shares; 2025Q3: 3,637,903 shares 3,637,903 $80.1M 0.05% +116,251 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500,805 shares; 2024Q4: 1,555,353 shares; 2025Q1: 1,545,431 shares; 2025Q2: 1,733,258 shares; 2025Q3: 1,806,321 shares 1,806,321 $78.4M 0.05% +73,063 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: 1,340,029 shares; 2024Q4: 1,351,928 shares; 2025Q1: 934,461 shares; 2025Q2: 963,621 shares; 2025Q3: 713,927 shares 713,927 $77.6M 0.05% -249,694 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 554,405 shares; 2024Q4: 616,302 shares; 2025Q1: 560,266 shares; 2025Q2: 537,240 shares; 2025Q3: 541,497 shares 541,497 $77.2M 0.05% +4,257 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: 311,738 shares; 2024Q4: 315,855 shares; 2025Q1: 336,371 shares; 2025Q2: 354,686 shares; 2025Q3: 367,568 shares 367,568 $76.7M 0.05% +12,882 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: 209,337 shares; 2024Q4: 218,780 shares; 2025Q1: 225,697 shares; 2025Q2: 236,719 shares; 2025Q3: 228,720 shares 228,720 $76M 0.05% -7,999 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: 150,144 shares; 2024Q4: 236,763 shares; 2025Q1: 244,641 shares; 2025Q2: 247,426 shares; 2025Q3: 295,778 shares 295,778 $75.9M 0.05% +48,352 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: 4,637,267 shares; 2024Q4: 4,073,651 shares; 2025Q1: 2,774,172 shares; 2025Q2: 2,314,734 shares; 2025Q3: 1,722,851 shares 1,722,851 $75.4M 0.05% -591,883 Timeline IDEV 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: 564,183 shares; 2024Q4: 659,679 shares; 2025Q1: 690,832 shares; 2025Q2: 770,868 shares; 2025Q3: 939,478 shares 939,478 $75.3M 0.05% +168,610 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: 303,481 shares; 2024Q4: 304,543 shares; 2025Q1: 414,427 shares; 2025Q2: 299,684 shares; 2025Q3: 357,855 shares 357,855 $74.9M 0.05% +58,171 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 567 shares; 2024Q4: 92,300 shares; 2025Q1: 1,247,782 shares; 2025Q2: 1,440,251 shares; 2025Q3: 1,785,415 shares 1,785,415 $74.8M 0.05% +345,164 Timeline FIDU 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: 683,913 shares; 2024Q4: 709,399 shares; 2025Q1: 754,700 shares; 2025Q2: 882,815 shares; 2025Q3: 910,474 shares 910,474 $74.6M 0.05% +27,659 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: 127,337 shares; 2025Q1: 556,739 shares; 2025Q2: 654,181 shares; 2025Q3: 500,191 shares 500,191 $72.9M 0.05% -153,990 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: 19,469 shares; 2024Q4: 20,711 shares; 2025Q1: 203,069 shares; 2025Q2: 325,321 shares; 2025Q3: 340,883 shares 340,883 $72.5M 0.05% +15,562 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: 145,936 shares; 2024Q4: 148,763 shares; 2025Q1: 336,313 shares; 2025Q2: 363,785 shares; 2025Q3: 446,648 shares 446,648 $72.4M 0.05% +82,863 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: 639,834 shares; 2024Q4: 697,550 shares; 2025Q1: 652,002 shares; 2025Q2: 672,571 shares; 2025Q3: 614,168 shares 614,168 $69.9M 0.05% -58,403 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: 67,705 shares; 2024Q4: 49,328 shares; 2025Q1: 51,828 shares; 2025Q2: 54,374 shares; 2025Q3: 57,947 shares 57,947 $69.5M 0.05% +3,573 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: 773,696 shares; 2024Q4: 798,695 shares; 2025Q1: 806,283 shares; 2025Q2: 967,468 shares; 2025Q3: 962,042 shares 962,042 $68.7M 0.05% -5,426 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,579 shares; 2024Q4: 15,793 shares; 2025Q1: 16,107 shares; 2025Q2: 16,264 shares; 2025Q3: 15,971 shares 15,971 $68.5M 0.05% -293 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: 1,211,377 shares; 2024Q4: 1,256,362 shares; 2025Q1: 1,326,326 shares; 2025Q2: 1,402,146 shares; 2025Q3: 1,476,417 shares 1,476,417 $68.4M 0.05% +74,271 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: 520,876 shares; 2024Q4: 560,502 shares; 2025Q1: 610,862 shares; 2025Q2: 589,353 shares; 2025Q3: 605,710 shares 605,710 $68.3M 0.05% +16,357 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: 377,559 shares; 2024Q4: 400,782 shares; 2025Q1: 410,414 shares; 2025Q2: 574,080 shares; 2025Q3: 661,120 shares 661,120 $68.1M 0.05% +87,040 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: 131,976 shares; 2024Q4: 134,219 shares; 2025Q1: 145,312 shares; 2025Q2: 643,642 shares; 2025Q3: 669,933 shares 669,933 $68M 0.05% +26,291 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: 162,597 shares; 2024Q4: 166,091 shares; 2025Q1: 174,597 shares; 2025Q2: 197,058 shares; 2025Q3: 228,230 shares 228,230 $67.9M 0.05% +31,172 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: 219,030 shares; 2024Q4: 252,169 shares; 2025Q1: 231,403 shares; 2025Q2: 292,925 shares; 2025Q3: 305,684 shares 305,684 $67.9M 0.05% +12,759 Timeline IMCG 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: 603,472 shares; 2024Q4: 638,031 shares; 2025Q1: 726,769 shares; 2025Q2: 781,778 shares; 2025Q3: 804,983 shares 804,983 $66.6M 0.04% +23,205 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: 386,357 shares; 2024Q4: 359,240 shares; 2025Q1: 375,768 shares; 2025Q2: 361,933 shares; 2025Q3: 359,082 shares 359,082 $66.6M 0.04% -2,851 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: 747,800 shares; 2024Q4: 756,171 shares; 2025Q1: 788,865 shares; 2025Q2: 597,456 shares; 2025Q3: 593,186 shares 593,186 $66.1M 0.04% -4,270 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: 660,111 shares; 2024Q4: 718,219 shares; 2025Q1: 749,398 shares; 2025Q2: 673,610 shares; 2025Q3: 672,079 shares 672,079 $65.6M 0.04% -1,531 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: 463,863 shares; 2024Q4: 411,434 shares; 2025Q1: 420,313 shares; 2025Q2: 443,310 shares; 2025Q3: 444,709 shares 444,709 $64.8M 0.04% +1,399 Timeline FRDM 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: 1,382,928 shares; 2024Q4: 1,347,786 shares; 2025Q1: 1,284,132 shares; 2025Q2: 1,438,388 shares; 2025Q3: 1,460,336 shares 1,460,336 $64.7M 0.04% +21,948 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,637 shares; 2024Q4: 205,027 shares; 2025Q1: 537,739 shares; 2025Q2: 422,266 shares; 2025Q3: 447,340 shares 447,340 $63.4M 0.04% +25,074 Timeline AVSC 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: 808,609 shares; 2024Q4: 841,140 shares; 2025Q1: 964,898 shares; 2025Q2: 1,056,415 shares; 2025Q3: 1,107,684 shares 1,107,684 $63.4M 0.04% +51,269 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,601 shares; 2024Q4: 1,006,814 shares; 2025Q1: 1,146,872 shares; 2025Q2: 1,363,925 shares; 2025Q3: 1,427,121 shares 1,427,121 $62.7M 0.04% +63,196 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,177,896 shares; 2024Q4: 1,293,802 shares; 2025Q1: 1,461,787 shares; 2025Q2: 1,129,283 shares; 2025Q3: 1,066,771 shares 1,066,771 $62.6M 0.04% -62,512 Timeline DFAE 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: 945,386 shares; 2024Q4: 1,300,312 shares; 2025Q1: 1,496,613 shares; 2025Q2: 1,871,896 shares; 2025Q3: 1,943,629 shares 1,943,629 $61.3M 0.04% +71,733 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: 236,472 shares; 2024Q4: 242,209 shares; 2025Q1: 225,197 shares; 2025Q2: 235,008 shares; 2025Q3: 1,337,200 shares 1,337,200 $61.1M 0.04% +1,102,192 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: not reported; 2025Q2: 977,499 shares; 2025Q3: 1,613,682 shares 1,613,682 $61.1M 0.04% +636,183 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: 241,666 shares; 2024Q4: 248,959 shares; 2025Q1: 249,714 shares; 2025Q2: 261,036 shares; 2025Q3: 262,908 shares 262,908 $60.9M 0.04% +1,872 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,590 shares; 2024Q4: 7,378 shares; 2025Q1: 180,235 shares; 2025Q2: 189,313 shares; 2025Q3: 202,483 shares 202,483 $60.7M 0.04% +13,170 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: 291,648 shares; 2024Q4: 275,019 shares; 2025Q1: 271,408 shares; 2025Q2: 268,949 shares; 2025Q3: 292,373 shares 292,373 $60.4M 0.04% +23,424 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: 288,410 shares; 2024Q4: 344,717 shares; 2025Q1: 409,309 shares; 2025Q2: 1,560,622 shares; 2025Q3: 1,660,809 shares 1,660,809 $60.4M 0.04% +100,187 Timeline IVOO 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: 419,560 shares; 2024Q4: 458,632 shares; 2025Q1: 486,406 shares; 2025Q2: 534,247 shares; 2025Q3: 543,766 shares 543,766 $60M 0.04% +9,519 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,067 shares; 2024Q4: 312,216 shares; 2025Q1: 384,359 shares; 2025Q2: 428,074 shares; 2025Q3: 412,499 shares 412,499 $59.6M 0.04% -15,575 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 609,110 shares; 2024Q4: 640,231 shares; 2025Q1: 547,856 shares; 2025Q2: 1,604,767 shares; 2025Q3: 1,629,287 shares 1,629,287 $59.2M 0.04% +24,520 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: 797,354 shares; 2024Q4: 867,277 shares; 2025Q1: 850,769 shares; 2025Q2: 778,761 shares; 2025Q3: 741,301 shares 741,301 $59.2M 0.04% -37,460 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: 250,826 shares; 2024Q4: 227,417 shares; 2025Q1: 678,155 shares; 2025Q2: 682,309 shares; 2025Q3: 697,971 shares 697,971 $58.7M 0.04% +15,662 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: 374,126 shares; 2024Q4: 389,238 shares; 2025Q1: 405,663 shares; 2025Q2: 437,820 shares; 2025Q3: 447,204 shares 447,204 $58.7M 0.04% +9,384 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 775,253 shares; 2024Q4: 754,499 shares; 2025Q1: 778,967 shares; 2025Q2: 603,531 shares; 2025Q3: 584,674 shares 584,674 $58.6M 0.04% -18,857 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 955,906 shares; 2024Q4: 1,155,722 shares; 2025Q1: 1,237,203 shares; 2025Q2: 1,513,178 shares; 2025Q3: 1,502,768 shares 1,502,768 $58.6M 0.04% -10,410 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: 211,511 shares; 2024Q4: 206,366 shares; 2025Q1: 198,310 shares; 2025Q2: 219,510 shares; 2025Q3: 213,299 shares 213,299 $57.8M 0.04% -6,211 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,796 shares; 2024Q4: 134,196 shares; 2025Q1: 169,288 shares; 2025Q2: 215,563 shares; 2025Q3: 236,338 shares 236,338 $57.7M 0.04% +20,775 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: 114,799 shares; 2024Q4: 113,701 shares; 2025Q1: 116,310 shares; 2025Q2: 113,936 shares; 2025Q3: 118,931 shares 118,931 $57.7M 0.04% +4,995 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: 669,364 shares; 2024Q4: 320,785 shares; 2025Q1: 289,776 shares; 2025Q2: 311,495 shares; 2025Q3: 309,706 shares 309,706 $56.5M 0.04% -1,789 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342,030 shares; 2024Q4: 352,210 shares; 2025Q1: 362,584 shares; 2025Q2: 315,813 shares; 2025Q3: 332,675 shares 332,675 $56M 0.04% +16,862 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: 2,231,742 shares 2,231,742 $55.8M 0.04% new Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,838 shares; 2024Q4: 17,488 shares; 2025Q1: 21,424 shares; 2025Q2: 142,775 shares; 2025Q3: 1,206,214 shares 1,206,214 $55.2M 0.04% +1,063,439 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: 766,875 shares; 2024Q4: 774,413 shares; 2025Q1: 806,548 shares; 2025Q2: 824,684 shares; 2025Q3: 830,963 shares 830,963 $55.1M 0.04% +6,279 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: 168,055 shares; 2024Q4: 536,300 shares; 2025Q1: 333,518 shares; 2025Q2: 814,598 shares; 2025Q3: 975,462 shares 975,462 $55.1M 0.04% +160,864 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: 14,921 shares; 2024Q4: 11,466 shares; 2025Q1: 152,364 shares; 2025Q2: 169,450 shares; 2025Q3: 179,727 shares 179,727 $54.9M 0.04% +10,277 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: 276,382 shares; 2024Q4: 284,403 shares; 2025Q1: 418,997 shares; 2025Q2: 422,344 shares; 2025Q3: 414,424 shares 414,424 $54.4M 0.04% -7,920 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: 614,619 shares; 2024Q4: 635,693 shares; 2025Q1: 555,110 shares; 2025Q2: 565,995 shares; 2025Q3: 606,694 shares 606,694 $54.3M 0.04% +40,699 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: 183,028 shares; 2024Q4: 194,952 shares; 2025Q1: 782,774 shares; 2025Q2: 738,736 shares; 2025Q3: 1,091,591 shares 1,091,591 $53.9M 0.04% +352,855 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: 450,593 shares; 2024Q4: 593,128 shares; 2025Q1: 713,054 shares; 2025Q2: 795,510 shares; 2025Q3: 966,347 shares 966,347 $53.8M 0.04% +170,837 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,330,779 shares; 2024Q4: 1,335,306 shares; 2025Q1: 1,973,666 shares; 2025Q2: 1,896,185 shares; 2025Q3: 1,969,299 shares 1,969,299 $53.8M 0.04% +73,114 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 954,675 shares; 2024Q4: 861,073 shares; 2025Q1: 945,408 shares; 2025Q2: 994,827 shares; 2025Q3: 1,058,191 shares 1,058,191 $53.6M 0.04% +63,364 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: 1,348,905 shares; 2024Q4: 1,380,266 shares; 2025Q1: 1,409,436 shares; 2025Q2: 1,460,196 shares; 2025Q3: 1,500,478 shares 1,500,478 $53.3M 0.04% +40,282 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,532 shares; 2024Q4: 282,043 shares; 2025Q1: 72,415 shares; 2025Q2: 70,186 shares; 2025Q3: 870,552 shares 870,552 $53.3M 0.04% +800,366 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: 79,061 shares; 2024Q4: 93,766 shares; 2025Q1: 253,618 shares; 2025Q2: 936,430 shares; 2025Q3: 1,066,226 shares 1,066,226 $53.1M 0.04% +129,796 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: 20,826 shares; 2024Q4: 21,495 shares; 2025Q1: 21,210 shares; 2025Q2: 34,281 shares; 2025Q3: 117,387 shares 117,387 $52.5M 0.03% +83,106 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: 55,228 shares; 2024Q4: 61,197 shares; 2025Q1: 63,815 shares; 2025Q2: 68,619 shares; 2025Q3: 69,146 shares 69,146 $52.4M 0.03% +527 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: 137,915 shares; 2024Q4: 143,635 shares; 2025Q1: 119,310 shares; 2025Q2: 132,584 shares; 2025Q3: 107,582 shares 107,582 $52.4M 0.03% -25,002 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,020,823 shares; 2024Q4: 1,525,132 shares; 2025Q1: 1,646,189 shares; 2025Q2: 2,018,914 shares; 2025Q3: 2,426,772 shares 2,426,772 $52.3M 0.03% +407,858 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: 43,627 shares; 2024Q4: 42,444 shares; 2025Q1: 136,055 shares; 2025Q2: 197,084 shares; 2025Q3: 503,045 shares 503,045 $52M 0.03% +305,961 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,933 shares; 2024Q4: 20,943 shares; 2025Q1: 102,970 shares; 2025Q2: 113,386 shares; 2025Q3: 120,267 shares 120,267 $51.8M 0.03% +6,881 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: 202,298 shares; 2024Q4: 206,503 shares; 2025Q1: 209,022 shares; 2025Q2: 213,114 shares; 2025Q3: 216,233 shares 216,233 $51.1M 0.03% +3,119 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: 966,547 shares; 2024Q4: 988,267 shares; 2025Q1: 912,501 shares; 2025Q2: 545,763 shares; 2025Q3: 515,424 shares 515,424 $51.1M 0.03% -30,339 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,397 shares; 2024Q4: 295,741 shares; 2025Q1: 320,203 shares; 2025Q2: 342,569 shares; 2025Q3: 348,929 shares 348,929 $51.1M 0.03% +6,360 Timeline EEMV 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: 978,940 shares; 2024Q4: 924,557 shares; 2025Q1: 883,469 shares; 2025Q2: 815,673 shares; 2025Q3: 798,161 shares 798,161 $50.9M 0.03% -17,512 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,883 shares; 2024Q4: 105,938 shares; 2025Q1: 107,505 shares; 2025Q2: 109,399 shares; 2025Q3: 109,743 shares 109,743 $50.2M 0.03% +344 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: 422,120 shares; 2024Q4: 404,303 shares; 2025Q1: 436,941 shares; 2025Q2: 444,708 shares; 2025Q3: 450,844 shares 450,844 $50.1M 0.03% +6,136 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: 128,370 shares; 2024Q4: 141,288 shares; 2025Q1: 149,709 shares; 2025Q2: 158,136 shares; 2025Q3: 154,860 shares 154,860 $50M 0.03% -3,276 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: 451,302 shares; 2024Q4: 466,813 shares; 2025Q1: 487,382 shares; 2025Q2: 517,029 shares; 2025Q3: 522,519 shares 522,519 $49.4M 0.03% +5,490 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,800 shares; 2024Q4: 255,078 shares; 2025Q1: 263,881 shares; 2025Q2: 281,758 shares; 2025Q3: 286,355 shares 286,355 $48.8M 0.03% +4,597 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,678 shares; 2024Q4: 174,140 shares; 2025Q1: 179,660 shares; 2025Q2: 187,491 shares; 2025Q3: 187,840 shares 187,840 $48.7M 0.03% +349 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: 124,511 shares; 2024Q4: 122,941 shares; 2025Q1: 129,545 shares; 2025Q2: 273,388 shares; 2025Q3: 283,799 shares 283,799 $48.5M 0.03% +10,411 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: 390,367 shares; 2024Q4: 385,747 shares; 2025Q1: 353,902 shares; 2025Q2: 344,919 shares; 2025Q3: 341,192 shares 341,192 $48.5M 0.03% -3,727 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 591,690 shares; 2024Q4: 607,487 shares; 2025Q1: 583,080 shares; 2025Q2: 591,062 shares; 2025Q3: 630,381 shares 630,381 $48.4M 0.03% +39,319 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: 100,524 shares; 2024Q4: 152,384 shares; 2025Q1: 217,716 shares; 2025Q2: 235,487 shares; 2025Q3: 251,728 shares 251,728 $47.8M 0.03% +16,241 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 582,020 shares; 2024Q4: 582,993 shares; 2025Q1: 538,840 shares; 2025Q2: 540,284 shares; 2025Q3: 560,167 shares 560,167 $47.8M 0.03% +19,883 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: 46,704 shares; 2024Q4: 29,904 shares; 2025Q1: 45,596 shares; 2025Q2: 48,549 shares; 2025Q3: 49,357 shares 49,357 $47.8M 0.03% +808 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: 117,698 shares; 2024Q4: 120,769 shares; 2025Q1: 132,647 shares; 2025Q2: 133,784 shares; 2025Q3: 135,343 shares 135,343 $46.9M 0.03% +1,559 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,288 shares; 2024Q4: 1,270 shares; 2025Q1: 489,353 shares; 2025Q2: 629,035 shares; 2025Q3: 463,891 shares 463,891 $46.4M 0.03% -165,144 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: 17,309 shares; 2024Q4: 22,383 shares; 2025Q1: 15,045 shares; 2025Q2: 14,727 shares; 2025Q3: 66,830 shares 66,830 $45.6M 0.03% +52,103 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,687 shares; 2024Q4: 98,015 shares; 2025Q1: 301,932 shares; 2025Q2: 169,019 shares; 2025Q3: 175,071 shares 175,071 $45.2M 0.03% +6,052 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: 438,612 shares; 2024Q4: 500,437 shares; 2025Q1: 503,918 shares; 2025Q2: 560,574 shares; 2025Q3: 604,825 shares 604,825 $44.4M 0.03% +44,251 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,856 shares; 2024Q4: 10,268 shares; 2025Q1: 506,418 shares; 2025Q2: 555,663 shares; 2025Q3: 586,824 shares 586,824 $43.7M 0.03% +31,161 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: 204,969 shares; 2024Q4: 262,395 shares; 2025Q1: 272,884 shares; 2025Q2: 293,480 shares; 2025Q3: 305,006 shares 305,006 $43M 0.03% +11,526 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 623,166 shares; 2024Q4: 702,464 shares; 2025Q1: 796,139 shares; 2025Q2: 833,495 shares; 2025Q3: 858,092 shares 858,092 $42.7M 0.03% +24,597 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: 100,029 shares; 2024Q4: 110,008 shares; 2025Q1: 116,986 shares; 2025Q2: 130,198 shares; 2025Q3: 142,006 shares 142,006 $42.7M 0.03% +11,808 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 785,446 shares; 2024Q4: 697,680 shares; 2025Q1: 593,037 shares; 2025Q2: 590,258 shares; 2025Q3: 374,826 shares 374,826 $42.6M 0.03% -215,432 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318,739 shares; 2024Q4: 349,120 shares; 2025Q1: 377,463 shares; 2025Q2: 378,421 shares; 2025Q3: 380,488 shares 380,488 $42.1M 0.03% +2,067 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,229 shares; 2024Q4: 22,515 shares; 2025Q1: 22,817 shares; 2025Q2: 780,500 shares; 2025Q3: 856,471 shares 856,471 $42M 0.03% +75,971 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90,784 shares; 2025Q3: 1,355,255 shares 1,355,255 $41.9M 0.03% +1,264,471 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,604,360 shares; 2024Q4: 4,286,559 shares; 2025Q1: 3,398,939 shares; 2025Q2: 3,250,499 shares; 2025Q3: 3,070,816 shares 3,070,816 $41.2M 0.03% -179,683 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: 127,112 shares; 2024Q4: 135,708 shares; 2025Q1: 140,045 shares; 2025Q2: 145,756 shares; 2025Q3: 194,676 shares 194,676 $40.7M 0.03% +48,920 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 799,723 shares; 2024Q4: 776,543 shares; 2025Q1: 448,817 shares; 2025Q2: 576,109 shares; 2025Q3: 594,404 shares 594,404 $40.7M 0.03% +18,295 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: 131,825 shares; 2024Q4: 134,228 shares; 2025Q1: 130,723 shares; 2025Q2: 128,158 shares; 2025Q3: 126,205 shares 126,205 $40.4M 0.03% -1,953 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: 250,924 shares; 2024Q4: 314,247 shares; 2025Q1: 306,548 shares; 2025Q2: 355,463 shares; 2025Q3: 400,267 shares 400,267 $40.3M 0.03% +44,804 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318,079 shares; 2024Q4: 352,942 shares; 2025Q1: 353,733 shares; 2025Q2: 274,503 shares; 2025Q3: 282,781 shares 282,781 $39.5M 0.03% +8,278 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,632 shares; 2024Q4: 265,802 shares; 2025Q1: 273,162 shares; 2025Q2: 307,822 shares; 2025Q3: 304,046 shares 304,046 $39M 0.03% -3,776 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: 170,448 shares; 2024Q4: 1,485,513 shares; 2025Q1: 571,849 shares; 2025Q2: 620,211 shares; 2025Q3: 352,334 shares 352,334 $38.9M 0.03% -267,877 Timeline SRVR 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: 1,289,588 shares; 2024Q4: 1,281,167 shares; 2025Q1: 1,257,425 shares; 2025Q2: 1,240,039 shares; 2025Q3: 1,197,294 shares 1,197,294 $37.9M 0.03% -42,745 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431,819 shares; 2024Q4: 409,861 shares; 2025Q1: 456,296 shares; 2025Q2: 504,393 shares; 2025Q3: 1,036,551 shares 1,036,551 $37.9M 0.03% +532,158 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: 327,373 shares; 2024Q4: 613,201 shares; 2025Q1: 604,935 shares; 2025Q2: 621,816 shares; 2025Q3: 789,161 shares 789,161 $37.8M 0.03% +167,345 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: 158,919 shares; 2024Q4: 174,718 shares; 2025Q1: 295,482 shares; 2025Q2: 280,638 shares; 2025Q3: 389,315 shares 389,315 $37.6M 0.03% +108,677 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,613 shares; 2024Q4: 179,580 shares; 2025Q1: 363,127 shares; 2025Q2: 441,605 shares; 2025Q3: 507,360 shares 507,360 $37.3M 0.02% +65,755 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: 465,469 shares; 2024Q4: 473,816 shares; 2025Q1: 350,344 shares; 2025Q2: 365,071 shares; 2025Q3: 373,385 shares 373,385 $37.3M 0.02% +8,314 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: 711,708 shares; 2024Q4: 369,706 shares; 2025Q1: 302,640 shares; 2025Q2: 276,900 shares; 2025Q3: 274,800 shares 274,800 $36.8M 0.02% -2,100 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: 1,542,394 shares; 2024Q4: 1,468,424 shares; 2025Q1: 1,283,528 shares; 2025Q2: 1,162,781 shares; 2025Q3: 1,160,785 shares 1,160,785 $36.7M 0.02% -1,996 Timeline IYK 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: 515,430 shares; 2024Q4: 512,331 shares; 2025Q1: 522,897 shares; 2025Q2: 536,501 shares; 2025Q3: 535,867 shares 535,867 $36.6M 0.02% -634 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 801,123 shares; 2024Q4: 977,386 shares; 2025Q1: 906,842 shares; 2025Q2: 1,426,686 shares; 2025Q3: 1,572,593 shares 1,572,593 $36.3M 0.02% +145,907 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,849,123 shares; 2024Q4: 1,762,972 shares; 2025Q1: 1,073,101 shares; 2025Q2: 1,016,059 shares; 2025Q3: 996,356 shares 996,356 $36.3M 0.02% -19,703 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: 343,008 shares; 2024Q4: 463,859 shares; 2025Q1: 512,913 shares; 2025Q2: 622,816 shares; 2025Q3: 665,488 shares 665,488 $35.7M 0.02% +42,672 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,003,921 shares; 2024Q4: 1,406,576 shares; 2025Q1: 265,237 shares; 2025Q2: 388,265 shares; 2025Q3: 398,320 shares 398,320 $35.5M 0.02% +10,055 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,118 shares; 2024Q4: 10,631 shares; 2025Q1: 9,958 shares; 2025Q2: 16,922 shares; 2025Q3: 212,049 shares 212,049 $35.4M 0.02% +195,127 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: 130,853 shares; 2024Q4: 122,690 shares; 2025Q1: 114,945 shares; 2025Q2: 115,917 shares; 2025Q3: 115,677 shares 115,677 $35.2M 0.02% -240 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,373 shares; 2024Q4: 236,631 shares; 2025Q1: 316,502 shares; 2025Q2: 214,133 shares; 2025Q3: 210,805 shares 210,805 $34.9M 0.02% -3,328 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 802,417 shares; 2024Q4: 1,245,092 shares; 2025Q1: 3,693,991 shares; 2025Q2: 1,418,617 shares; 2025Q3: 1,293,614 shares 1,293,614 $34.9M 0.02% -125,003 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,159,559 shares; 2024Q4: 1,569,486 shares; 2025Q1: 1,739,460 shares; 2025Q2: 1,963,850 shares; 2025Q3: 2,349,452 shares 2,349,452 $33.9M 0.02% +385,602 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,127 shares; 2024Q4: 2,516 shares; 2025Q1: 87,693 shares; 2025Q2: 98,138 shares; 2025Q3: 101,421 shares 101,421 $33.7M 0.02% +3,283 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: 50,614 shares; 2024Q4: 158,258 shares; 2025Q1: 252,544 shares; 2025Q2: 310,424 shares; 2025Q3: 625,976 shares 625,976 $33.3M 0.02% +315,552 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: 272,755 shares; 2024Q4: 262,643 shares; 2025Q1: 269,019 shares; 2025Q2: 290,939 shares; 2025Q3: 288,570 shares 288,570 $33M 0.02% -2,369 Timeline VDE 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: 324,403 shares; 2024Q4: 299,849 shares; 2025Q1: 302,213 shares; 2025Q2: 263,004 shares; 2025Q3: 262,143 shares 262,143 $33M 0.02% -861 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: 351,073 shares; 2024Q4: 249,768 shares; 2025Q1: 242,702 shares; 2025Q2: 217,308 shares; 2025Q3: 234,769 shares 234,769 $33M 0.02% +17,461 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: 593,007 shares; 2024Q4: 619,704 shares; 2025Q1: 629,497 shares; 2025Q2: 621,236 shares; 2025Q3: 626,317 shares 626,317 $32.3M 0.02% +5,081 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: 82,177 shares; 2024Q4: 90,620 shares; 2025Q1: 94,774 shares; 2025Q2: 107,564 shares; 2025Q3: 113,368 shares 113,368 $32M 0.02% +5,804 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: 39,915 shares; 2024Q4: 16,473 shares; 2025Q1: 18,333 shares; 2025Q2: 21,440 shares; 2025Q3: 535,370 shares 535,370 $32M 0.02% +513,930 Timeline IYR 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: 220,335 shares; 2024Q4: 224,626 shares; 2025Q1: 236,277 shares; 2025Q2: 242,821 shares; 2025Q3: 325,077 shares 325,077 $31.6M 0.02% +82,256 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: 28,204 shares; 2025Q1: 27,139 shares; 2025Q2: 26,593 shares; 2025Q3: 27,029 shares 27,029 $31.5M 0.02% +436 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 837,979 shares; 2024Q4: 614,510 shares; 2025Q1: 517,365 shares; 2025Q2: 507,659 shares; 2025Q3: 471,602 shares 471,602 $31.5M 0.02% -36,057 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: 134,624 shares; 2024Q4: 304,276 shares; 2025Q1: 304,616 shares; 2025Q2: 333,602 shares; 2025Q3: 331,063 shares 331,063 $31M 0.02% -2,539 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,893 shares; 2024Q4: 141,977 shares; 2025Q1: 143,809 shares; 2025Q2: 154,418 shares; 2025Q3: 144,559 shares 144,559 $30.9M 0.02% -9,859 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: 418,084 shares; 2024Q4: 440,766 shares; 2025Q1: 626,325 shares; 2025Q2: 654,539 shares; 2025Q3: 618,991 shares 618,991 $30.6M 0.02% -35,548 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: 415,419 shares; 2024Q4: 404,328 shares; 2025Q1: 408,763 shares; 2025Q2: 426,427 shares; 2025Q3: 442,612 shares 442,612 $30.3M 0.02% +16,185 Timeline ESGE 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: 566,046 shares; 2024Q4: 610,873 shares; 2025Q1: 635,078 shares; 2025Q2: 680,234 shares; 2025Q3: 694,345 shares 694,345 $30.1M 0.02% +14,111 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 654,718 shares; 2024Q4: 524,173 shares; 2025Q1: 628,446 shares; 2025Q2: 504,035 shares; 2025Q3: 529,317 shares 529,317 $30.1M 0.02% +25,282 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: 104,714 shares; 2024Q4: 112,230 shares; 2025Q1: 103,030 shares; 2025Q2: 116,296 shares; 2025Q3: 109,420 shares 109,420 $29.9M 0.02% -6,876 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,600 shares; 2024Q4: 33,051 shares; 2025Q1: 37,660 shares; 2025Q2: 253,503 shares; 2025Q3: 260,031 shares 260,031 $29.7M 0.02% +6,528 Timeline WTV 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: 145 shares; 2024Q4: 3,359 shares; 2025Q1: 88,912 shares; 2025Q2: 307,697 shares; 2025Q3: 326,745 shares 326,745 $29.7M 0.02% +19,048 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: 19,594 shares; 2024Q4: 23,663 shares; 2025Q1: 27,558 shares; 2025Q2: 38,635 shares; 2025Q3: 42,386 shares 42,386 $29.6M 0.02% +3,751 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 826,225 shares; 2024Q4: 840,605 shares; 2025Q1: 725,451 shares; 2025Q2: 713,074 shares; 2025Q3: 718,036 shares 718,036 $29.5M 0.02% +4,962 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: 1,134,422 shares; 2024Q4: 1,214,999 shares; 2025Q1: 1,446,184 shares; 2025Q2: 1,475,137 shares; 2025Q3: 501,567 shares 501,567 $29.5M 0.02% -973,570 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 928,832 shares; 2024Q4: 974,625 shares; 2025Q1: 943,412 shares; 2025Q2: 969,658 shares; 2025Q3: 986,941 shares 986,941 $29.2M 0.02% +17,283 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: 136,898 shares; 2024Q4: 138,003 shares; 2025Q1: 169,611 shares; 2025Q2: 236,618 shares; 2025Q3: 236,899 shares 236,899 $29M 0.02% +281 Timeline RWR 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: 747,323 shares; 2024Q4: 738,742 shares; 2025Q1: 391,618 shares; 2025Q2: 386,108 shares; 2025Q3: 289,024 shares 289,024 $29M 0.02% -97,084 Timeline FELC 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: 802,898 shares; 2024Q4: 872,385 shares; 2025Q1: 1,071,546 shares; 2025Q2: 634,502 shares; 2025Q3: 775,308 shares 775,308 $28.9M 0.02% +140,806 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: 170,600 shares; 2024Q4: 160,625 shares; 2025Q1: 179,758 shares; 2025Q2: 184,321 shares; 2025Q3: 194,295 shares 194,295 $28.9M 0.02% +9,974 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,105 shares; 2024Q4: 2,711 shares; 2025Q1: 2,680 shares; 2025Q2: 2,573 shares; 2025Q3: 558,720 shares 558,720 $28.9M 0.02% +556,147 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: 199,610 shares; 2024Q4: 226,517 shares; 2025Q1: 264,532 shares; 2025Q2: 327,325 shares; 2025Q3: 377,844 shares 377,844 $28.7M 0.02% +50,519 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: 15,132 shares; 2024Q4: 16,327 shares; 2025Q1: 34,970 shares; 2025Q2: 34,459 shares; 2025Q3: 46,532 shares 46,532 $28.6M 0.02% +12,073 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: 377,434 shares; 2024Q4: 403,682 shares; 2025Q1: 386,236 shares; 2025Q2: 461,494 shares; 2025Q3: 535,496 shares 535,496 $28.6M 0.02% +74,002 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: 64,287 shares; 2024Q4: 63,915 shares; 2025Q1: 70,951 shares; 2025Q2: 76,115 shares; 2025Q3: 76,311 shares 76,311 $28.6M 0.02% +196 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: 47,520 shares; 2024Q4: 54,372 shares; 2025Q1: 52,749 shares; 2025Q2: 59,595 shares; 2025Q3: 100,567 shares 100,567 $28.3M 0.02% +40,972 Timeline IDHQ 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: 635,774 shares; 2024Q4: 729,193 shares; 2025Q1: 746,300 shares; 2025Q2: 802,732 shares; 2025Q3: 840,605 shares 840,605 $28.3M 0.02% +37,873 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: 227,496 shares; 2024Q4: 288,771 shares; 2025Q1: 343,371 shares; 2025Q2: 352,788 shares; 2025Q3: 369,561 shares 369,561 $28.3M 0.02% +16,773 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: 26,256 shares; 2024Q4: 30,099 shares; 2025Q1: 44,990 shares; 2025Q2: 64,038 shares; 2025Q3: 95,125 shares 95,125 $28.2M 0.02% +31,087 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: 224,134 shares; 2024Q4: 175,942 shares; 2025Q1: 229,702 shares; 2025Q2: 284,246 shares; 2025Q3: 253,280 shares 253,280 $28M 0.02% -30,966 Timeline IHDG 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: 483,511 shares; 2024Q4: 544,423 shares; 2025Q1: 655,725 shares; 2025Q2: 681,121 shares; 2025Q3: 592,648 shares 592,648 $27.3M 0.02% -88,473 Timeline FEZ 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: 20,125 shares; 2024Q4: 27,696 shares; 2025Q1: 369,433 shares; 2025Q2: 445,412 shares; 2025Q3: 436,130 shares 436,130 $27.1M 0.02% -9,282 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: 763,370 shares; 2024Q4: 851,659 shares; 2025Q1: 903,577 shares; 2025Q2: 970,772 shares; 2025Q3: 954,467 shares 954,467 $27M 0.02% -16,305 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,654 shares; 2024Q4: 237,461 shares; 2025Q1: 380,777 shares; 2025Q2: 351,020 shares; 2025Q3: 352,350 shares 352,350 $26.9M 0.02% +1,330 Timeline ISCG 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: 423,089 shares; 2024Q4: 438,869 shares; 2025Q1: 465,332 shares; 2025Q2: 490,694 shares; 2025Q3: 490,584 shares 490,584 $26.6M 0.02% -110 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR 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: 1,018,366 shares 1,018,366 $26.3M 0.02% new 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: 179,401 shares; 2024Q4: 292,223 shares; 2025Q1: 378,141 shares; 2025Q2: 545,726 shares; 2025Q3: 756,059 shares 756,059 $26.2M 0.02% +210,333 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,759 shares; 2024Q4: 137,102 shares; 2025Q1: 144,482 shares; 2025Q2: 150,051 shares; 2025Q3: 148,729 shares 148,729 $26M 0.02% -1,322 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: 314,380 shares; 2024Q4: 306,996 shares; 2025Q1: 314,492 shares; 2025Q2: 300,352 shares; 2025Q3: 304,147 shares 304,147 $25.5M 0.02% +3,795 Timeline ESML 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: 457,170 shares; 2024Q4: 479,233 shares; 2025Q1: 500,800 shares; 2025Q2: 542,273 shares; 2025Q3: 562,960 shares 562,960 $25.4M 0.02% +20,687 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: 49,735 shares; 2024Q4: 101,971 shares; 2025Q1: 309,283 shares; 2025Q2: 654,276 shares; 2025Q3: 911,188 shares 911,188 $25.3M 0.02% +256,912 Timeline VIOO 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: 124,713 shares; 2024Q4: 146,609 shares; 2025Q1: 153,962 shares; 2025Q2: 234,413 shares; 2025Q3: 226,517 shares 226,517 $25M 0.02% -7,896 Timeline EUSA 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: 11,508 shares; 2024Q4: 15,992 shares; 2025Q1: 109,926 shares; 2025Q2: 253,601 shares; 2025Q3: 242,660 shares 242,660 $25M 0.02% -10,941 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: 333,655 shares; 2024Q4: 368,499 shares; 2025Q1: 457,613 shares; 2025Q2: 497,331 shares; 2025Q3: 604,220 shares 604,220 $24.8M 0.02% +106,889 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: 452,965 shares; 2024Q4: 516,514 shares; 2025Q1: 423,958 shares; 2025Q2: 449,215 shares; 2025Q3: 468,853 shares 468,853 $24.8M 0.02% +19,638 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: 221,965 shares; 2024Q4: 229,894 shares; 2025Q1: 214,399 shares; 2025Q2: 263,095 shares; 2025Q3: 333,136 shares 333,136 $24.5M 0.02% +70,041 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: 950,113 shares; 2024Q4: 1,068,244 shares; 2025Q1: 356,049 shares; 2025Q2: 326,620 shares; 2025Q3: 322,395 shares 322,395 $24.3M 0.02% -4,225 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,476 shares; 2024Q4: 50,094 shares; 2025Q1: 53,080 shares; 2025Q2: 62,336 shares; 2025Q3: 71,730 shares 71,730 $24.2M 0.02% +9,394 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: 95,218 shares; 2024Q4: 107,107 shares; 2025Q1: 135,369 shares; 2025Q2: 137,251 shares; 2025Q3: 144,353 shares 144,353 $24.2M 0.02% +7,102 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,166 shares; 2024Q4: 5,323 shares; 2025Q1: 8,361 shares; 2025Q2: 9,358 shares; 2025Q3: 237,125 shares 237,125 $24M 0.02% +227,767 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,584 shares; 2024Q4: 23,991 shares; 2025Q1: 177,714 shares; 2025Q2: 316,109 shares; 2025Q3: 467,007 shares 467,007 $24M 0.02% +150,898 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: 48,642 shares; 2024Q4: 49,838 shares; 2025Q1: 49,631 shares; 2025Q2: 48,447 shares; 2025Q3: 47,969 shares 47,969 $23.9M 0.02% -478 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: 87,525 shares; 2024Q4: 95,065 shares; 2025Q1: 103,319 shares; 2025Q2: 102,672 shares; 2025Q3: 110,038 shares 110,038 $23.7M 0.02% +7,366 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: 154,067 shares; 2024Q4: 151,140 shares; 2025Q1: 138,251 shares; 2025Q2: 70,516 shares; 2025Q3: 66,710 shares 66,710 $23.5M 0.02% -3,806 Timeline URA 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: 70,923 shares; 2024Q4: 49,088 shares; 2025Q1: 364,074 shares; 2025Q2: 423,137 shares; 2025Q3: 491,839 shares 491,839 $23.4M 0.02% +68,702 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: 92,905 shares; 2024Q4: 93,619 shares; 2025Q1: 189,598 shares; 2025Q2: 233,756 shares; 2025Q3: 94,766 shares 94,766 $23.4M 0.02% -138,990 Timeline VPL 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: 241,004 shares; 2024Q4: 242,683 shares; 2025Q1: 254,789 shares; 2025Q2: 265,615 shares; 2025Q3: 264,710 shares 264,710 $23.3M 0.02% -905 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 513,384 shares; 2024Q4: 511,796 shares; 2025Q1: 564,672 shares; 2025Q2: 734,473 shares; 2025Q3: 619,892 shares 619,892 $23.1M 0.02% -114,581 Timeline IBHF 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: 624,626 shares; 2024Q4: 756,812 shares; 2025Q1: 791,466 shares; 2025Q2: 798,372 shares; 2025Q3: 982,687 shares 982,687 $23M 0.02% +184,315 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: 513,324 shares; 2024Q4: 501,456 shares; 2025Q1: 548,421 shares; 2025Q2: 503,249 shares; 2025Q3: 520,932 shares 520,932 $22.9M 0.02% +17,683 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: 248,524 shares; 2024Q4: 357,036 shares; 2025Q1: 365,722 shares; 2025Q2: 597,872 shares; 2025Q3: 590,731 shares 590,731 $22.8M 0.02% -7,141 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: not reported; 2024Q4: 179,626 shares; 2025Q1: 316,361 shares; 2025Q2: 687,409 shares; 2025Q3: 616,483 shares 616,483 $22.4M 0.01% -70,926 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,595 shares; 2024Q4: 251,774 shares; 2025Q1: 270,481 shares; 2025Q2: 290,254 shares; 2025Q3: 309,510 shares 309,510 $22.1M 0.01% +19,256 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: 25,123 shares; 2024Q4: 131,756 shares; 2025Q1: 216,944 shares; 2025Q2: 247,556 shares; 2025Q3: 319,016 shares 319,016 $21.7M 0.01% +71,460 Timeline IBDR 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: 841,583 shares; 2024Q4: 871,494 shares; 2025Q1: 753,807 shares; 2025Q2: 836,590 shares; 2025Q3: 890,530 shares 890,530 $21.6M 0.01% +53,940 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: 358,027 shares; 2024Q4: 43,445 shares; 2025Q1: 114,174 shares; 2025Q2: 387,410 shares; 2025Q3: 428,841 shares 428,841 $21.6M 0.01% +41,431 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,453 shares; 2024Q4: 212,085 shares; 2025Q1: 395,890 shares; 2025Q2: 541,925 shares; 2025Q3: 567,578 shares 567,578 $21.4M 0.01% +25,653 Timeline REZ 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: 184,592 shares; 2024Q4: 195,482 shares; 2025Q1: 238,595 shares; 2025Q2: 293,202 shares; 2025Q3: 250,869 shares 250,869 $21.3M 0.01% -42,333 Timeline FREL 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: 393,691 shares; 2024Q4: 399,310 shares; 2025Q1: 411,071 shares; 2025Q2: 416,893 shares; 2025Q3: 761,510 shares 761,510 $21.2M 0.01% +344,617 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,862 shares; 2024Q4: 8,261 shares; 2025Q1: 8,572 shares; 2025Q2: 8,518 shares; 2025Q3: 9,057 shares 9,057 $21.2M 0.01% +539 Timeline CFA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,889 shares; 2024Q4: 150,206 shares; 2025Q1: 282,319 shares; 2025Q2: 288,239 shares; 2025Q3: 232,248 shares 232,248 $21.1M 0.01% -55,991 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: 48,966 shares; 2024Q4: 50,143 shares; 2025Q1: 52,856 shares; 2025Q2: 54,420 shares; 2025Q3: 57,151 shares 57,151 $21.1M 0.01% +2,731 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: 26,933 shares; 2024Q4: 36,992 shares; 2025Q1: 38,129 shares; 2025Q2: 40,886 shares; 2025Q3: 48,114 shares 48,114 $21M 0.01% +7,228 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: 124,015 shares; 2024Q4: 126,458 shares; 2025Q1: 131,115 shares; 2025Q2: 130,752 shares; 2025Q3: 131,667 shares 131,667 $20.9M 0.01% +915 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: 212,579 shares; 2024Q4: 227,101 shares; 2025Q1: 113,964 shares; 2025Q2: 99,904 shares; 2025Q3: 99,021 shares 99,021 $20.8M 0.01% -883 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: 3,790 shares; 2024Q4: 44,853 shares; 2025Q1: 76,490 shares; 2025Q2: 403,293 shares; 2025Q3: 405,029 shares 405,029 $20.7M 0.01% +1,736 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436,316 shares; 2024Q4: 852,523 shares; 2025Q1: 838,089 shares; 2025Q2: 830,923 shares; 2025Q3: 846,895 shares 846,895 $20.7M 0.01% +15,972 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,551 shares; 2024Q4: 140,325 shares; 2025Q1: 192,523 shares; 2025Q2: 237,040 shares; 2025Q3: 224,887 shares 224,887 $20.6M 0.01% -12,153 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: 235,512 shares; 2024Q4: 243,306 shares; 2025Q1: 263,332 shares; 2025Q2: 270,242 shares; 2025Q3: 110,991 shares 110,991 $20.4M 0.01% -159,251 Timeline EPI 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: 494,874 shares; 2024Q4: 648,162 shares; 2025Q1: 454,024 shares; 2025Q2: 422,628 shares; 2025Q3: 458,636 shares 458,636 $20.3M 0.01% +36,008 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: 197,951 shares; 2024Q4: 200,073 shares; 2025Q1: 199,034 shares; 2025Q2: 202,834 shares; 2025Q3: 238,509 shares 238,509 $20M 0.01% +35,675 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: 188,909 shares; 2024Q4: 189,118 shares; 2025Q1: 194,857 shares; 2025Q2: 213,251 shares; 2025Q3: 210,903 shares 210,903 $20M 0.01% -2,348 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: 113,592 shares; 2024Q4: 224,377 shares; 2025Q1: 259,508 shares; 2025Q2: 317,082 shares; 2025Q3: 369,486 shares 369,486 $20M 0.01% +52,404 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436,527 shares; 2024Q4: 480,997 shares; 2025Q1: 561,246 shares; 2025Q2: 633,518 shares; 2025Q3: 1,095,465 shares 1,095,465 $20M 0.01% +461,947 Timeline XSHQ 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: 158,856 shares; 2024Q4: 210,196 shares; 2025Q1: 337,760 shares; 2025Q2: 419,127 shares; 2025Q3: 463,683 shares 463,683 $20M 0.01% +44,556 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: 312,302 shares; 2024Q4: 357,114 shares; 2025Q1: 376,496 shares; 2025Q2: 407,457 shares; 2025Q3: 470,100 shares 470,100 $19.9M 0.01% +62,643 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: 271,958 shares; 2024Q4: 735,459 shares; 2025Q1: 659,803 shares; 2025Q2: 704,545 shares; 2025Q3: 684,100 shares 684,100 $19.9M 0.01% -20,445 Timeline IBHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,645 shares; 2024Q4: 36,247 shares; 2025Q1: 36,247 shares; 2025Q2: 59,623 shares; 2025Q3: 822,673 shares 822,673 $19.6M 0.01% +763,050 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: 290,961 shares; 2024Q4: 289,402 shares; 2025Q1: 271,274 shares; 2025Q2: 278,033 shares; 2025Q3: 219,983 shares 219,983 $19.6M 0.01% -58,050 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,166 shares; 2024Q4: 31,904 shares; 2025Q1: 34,598 shares; 2025Q2: 84,316 shares; 2025Q3: 169,208 shares 169,208 $19.4M 0.01% +84,892 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,595 shares; 2025Q1: 4,523 shares; 2025Q2: 593,258 shares; 2025Q3: 608,380 shares 608,380 $19.2M 0.01% +15,122 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437,986 shares; 2024Q4: 1,341,488 shares; 2025Q1: 768,194 shares; 2025Q2: 751,724 shares; 2025Q3: 728,379 shares 728,379 $19.2M 0.01% -23,345 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: 185,634 shares; 2024Q4: 404,238 shares; 2025Q1: 242,884 shares; 2025Q2: 235,955 shares; 2025Q3: 231,577 shares 231,577 $19.1M 0.01% -4,378 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: 270,565 shares; 2025Q2: 303,952 shares; 2025Q3: 384,872 shares 384,872 $18.9M 0.01% +80,920 Timeline IBTG 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: 1,574,924 shares; 2024Q4: 731,659 shares; 2025Q1: 747,310 shares; 2025Q2: 784,753 shares; 2025Q3: 823,662 shares 823,662 $18.9M 0.01% +38,909 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,892 shares; 2024Q4: 215,735 shares; 2025Q1: 276,694 shares; 2025Q2: 386,653 shares; 2025Q3: 498,302 shares 498,302 $18.8M 0.01% +111,649 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: 23,625 shares; 2024Q4: 82,257 shares; 2025Q1: 156,795 shares; 2025Q2: 268,571 shares; 2025Q3: 327,211 shares 327,211 $18.8M 0.01% +58,640 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 645 shares; 2025Q2: not reported; 2025Q3: 701,141 shares 701,141 $18.8M 0.01% new Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,317 shares; 2024Q4: 24,168 shares; 2025Q1: 64,492 shares; 2025Q2: 109,116 shares; 2025Q3: 100,209 shares 100,209 $18.8M 0.01% -8,907 Timeline XNTK 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: 83,037 shares; 2024Q4: 88,212 shares; 2025Q1: 91,844 shares; 2025Q2: 67,124 shares; 2025Q3: 68,879 shares 68,879 $18.8M 0.01% +1,755 Timeline DLN 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: 153,841 shares; 2024Q4: 153,974 shares; 2025Q1: 158,893 shares; 2025Q2: 167,724 shares; 2025Q3: 213,524 shares 213,524 $18.6M 0.01% +45,800 Timeline IBHG 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: 210,593 shares; 2024Q4: 718,842 shares; 2025Q1: 770,783 shares; 2025Q2: 778,916 shares; 2025Q3: 820,600 shares 820,600 $18.5M 0.01% +41,684 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,680 shares; 2024Q4: 50,974 shares; 2025Q1: 49,957 shares; 2025Q2: 48,959 shares; 2025Q3: 48,559 shares 48,559 $18.4M 0.01% -400 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: 273,922 shares; 2024Q4: 321,536 shares; 2025Q1: 458,072 shares; 2025Q2: 267,394 shares; 2025Q3: 360,897 shares 360,897 $18.3M 0.01% +93,503 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,092 shares; 2024Q4: 118,725 shares; 2025Q1: 159,856 shares; 2025Q2: 201,466 shares; 2025Q3: 192,401 shares 192,401 $18.1M 0.01% -9,065 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,220 shares; 2024Q4: 204,186 shares; 2025Q1: 152,506 shares; 2025Q2: 155,975 shares; 2025Q3: 171,715 shares 171,715 $17.7M 0.01% +15,740 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: 115,280 shares; 2024Q4: 136,964 shares; 2025Q1: 112,675 shares; 2025Q2: 103,217 shares; 2025Q3: 105,727 shares 105,727 $17.6M 0.01% +2,510 Timeline EDIV 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: 180,745 shares; 2024Q4: 266,335 shares; 2025Q1: 308,505 shares; 2025Q2: 392,923 shares; 2025Q3: 449,939 shares 449,939 $17.5M 0.01% +57,016 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,063 shares; 2025Q1: 4,753 shares; 2025Q2: 208,470 shares; 2025Q3: 517,625 shares 517,625 $17.5M 0.01% +309,155 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: 211,189 shares; 2024Q4: 223,669 shares; 2025Q1: 239,066 shares; 2025Q2: 255,179 shares; 2025Q3: 263,137 shares 263,137 $17.4M 0.01% +7,958 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: 146,367 shares; 2024Q4: 152,448 shares; 2025Q1: 157,460 shares; 2025Q2: 172,739 shares; 2025Q3: 177,073 shares 177,073 $17.3M 0.01% +4,334 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,240 shares; 2024Q4: 91,251 shares; 2025Q1: 129,873 shares; 2025Q2: 219,049 shares; 2025Q3: 249,067 shares 249,067 $17.2M 0.01% +30,018 Timeline ISHARES TR 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: 861,584 shares; 2024Q4: 820,966 shares; 2025Q1: 882,765 shares; 2025Q2: 935,787 shares; 2025Q3: 681,899 shares 681,899 $17.2M 0.01% -253,888 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: 40,979 shares; 2024Q4: 44,071 shares; 2025Q1: 48,955 shares; 2025Q2: 58,012 shares; 2025Q3: 69,458 shares 69,458 $17.2M 0.01% +11,446 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: 30,498 shares; 2024Q4: 34,770 shares; 2025Q1: 41,324 shares; 2025Q2: 47,650 shares; 2025Q3: 51,925 shares 51,925 $17.1M 0.01% +4,275 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,818 shares; 2024Q4: 219,098 shares; 2025Q1: 231,633 shares; 2025Q2: 244,498 shares; 2025Q3: 70,591 shares 70,591 $16.9M 0.01% -173,907 Timeline DEM 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: 437,015 shares; 2024Q4: 355,324 shares; 2025Q1: 372,210 shares; 2025Q2: 372,478 shares; 2025Q3: 366,478 shares 366,478 $16.9M 0.01% -6,000 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430,888 shares; 2024Q4: 485,989 shares; 2025Q1: 540,494 shares; 2025Q2: 601,715 shares; 2025Q3: 649,406 shares 649,406 $16.8M 0.01% +47,691 Timeline SIL 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: 2,079 shares; 2024Q4: 1,007 shares; 2025Q1: 1,438 shares; 2025Q2: 65,960 shares; 2025Q3: 234,515 shares 234,515 $16.8M 0.01% +168,555 Timeline BRK-A 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: 17 shares; 2024Q4: 19 shares; 2025Q1: 20 shares; 2025Q2: 22 shares; 2025Q3: 22 shares 22 $16.6M 0.01% 0 Timeline ISHARES TR 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: 724,327 shares; 2024Q4: 780,734 shares; 2025Q1: 804,978 shares; 2025Q2: 789,713 shares; 2025Q3: 704,703 shares 704,703 $16.5M 0.01% -85,010 SPLB 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: 792,075 shares; 2024Q4: 853,597 shares; 2025Q1: 888,124 shares; 2025Q2: 690,540 shares; 2025Q3: 710,135 shares 710,135 $16.4M 0.01% +19,595 Timeline ISCF 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: 72,448 shares; 2024Q4: 121,256 shares; 2025Q1: 135,473 shares; 2025Q2: 175,225 shares; 2025Q3: 398,735 shares 398,735 $16.4M 0.01% +223,510 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 170,970 shares; 2025Q1: 306,312 shares; 2025Q2: 404,723 shares; 2025Q3: 464,919 shares 464,919 $16.4M 0.01% +60,196 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: 96,597 shares; 2024Q4: 170,434 shares; 2025Q1: 115,964 shares; 2025Q2: 143,451 shares; 2025Q3: 194,010 shares 194,010 $16.3M 0.01% +50,559 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378,271 shares; 2024Q4: 328,767 shares; 2025Q1: 350,104 shares; 2025Q2: 396,365 shares; 2025Q3: 335,602 shares 335,602 $16.2M 0.01% -60,763 Timeline PALC 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: 333,357 shares; 2024Q4: 353,633 shares; 2025Q1: 333,025 shares; 2025Q2: 359,937 shares; 2025Q3: 311,174 shares 311,174 $16.1M 0.01% -48,763 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: 147,328 shares; 2024Q4: 149,605 shares; 2025Q1: 160,311 shares; 2025Q2: 162,624 shares; 2025Q3: 168,808 shares 168,808 $16.1M 0.01% +6,184 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: 125,642 shares; 2024Q4: 120,574 shares; 2025Q1: 131,914 shares; 2025Q2: 123,362 shares; 2025Q3: 129,742 shares 129,742 $16.1M 0.01% +6,380 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,145 shares; 2024Q4: 194,102 shares; 2025Q1: 220,555 shares; 2025Q2: 258,682 shares; 2025Q3: 251,604 shares 251,604 $16M 0.01% -7,078 Timeline FNCL 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: 133,891 shares; 2024Q4: 276,332 shares; 2025Q1: 201,121 shares; 2025Q2: 93,931 shares; 2025Q3: 209,048 shares 209,048 $16M 0.01% +115,117 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,425 shares; 2024Q4: 164,235 shares; 2025Q1: 325,648 shares; 2025Q2: 408,215 shares; 2025Q3: 216,300 shares 216,300 $15.9M 0.01% -191,915 Timeline IBTH 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: 568,916 shares; 2024Q4: 715,438 shares; 2025Q1: 625,540 shares; 2025Q2: 623,275 shares; 2025Q3: 701,876 shares 701,876 $15.8M 0.01% +78,601 Timeline SMLF 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: 31,300 shares; 2024Q4: 30,219 shares; 2025Q1: 63,602 shares; 2025Q2: 148,603 shares; 2025Q3: 211,501 shares 211,501 $15.7M 0.01% +62,898 Timeline FNDE 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: 189,507 shares; 2024Q4: 199,788 shares; 2025Q1: 222,500 shares; 2025Q2: 393,717 shares; 2025Q3: 434,604 shares 434,604 $15.7M 0.01% +40,887 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: 57,201 shares; 2024Q4: 59,280 shares; 2025Q1: 62,023 shares; 2025Q2: 63,110 shares; 2025Q3: 62,052 shares 62,052 $15.6M 0.01% -1,058 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,664 shares; 2024Q4: 40,414 shares; 2025Q1: 39,356 shares; 2025Q2: 84,911 shares; 2025Q3: 87,298 shares 87,298 $15.6M 0.01% +2,387 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: 43,679 shares; 2024Q4: 46,379 shares; 2025Q1: 47,816 shares; 2025Q2: 49,136 shares; 2025Q3: 52,604 shares 52,604 $15.4M 0.01% +3,468 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: 163 shares; 2024Q4: 347 shares; 2025Q1: 1,372 shares; 2025Q2: 20,381 shares; 2025Q3: 102,166 shares 102,166 $15.4M 0.01% +81,785 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,373 shares; 2024Q4: 37,994 shares; 2025Q1: 28,427 shares; 2025Q2: 29,866 shares; 2025Q3: 31,671 shares 31,671 $15.4M 0.01% +1,805 Timeline QGRW 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: 106,746 shares; 2024Q4: 111,315 shares; 2025Q1: 191,743 shares; 2025Q2: 261,679 shares; 2025Q3: 267,838 shares 267,838 $15.4M 0.01% +6,159 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: 33,629 shares; 2024Q4: 47,764 shares; 2025Q1: 53,495 shares; 2025Q2: 88,723 shares; 2025Q3: 98,486 shares 98,486 $15.3M 0.01% +9,763 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: 52,686 shares; 2024Q4: 53,595 shares; 2025Q1: 52,895 shares; 2025Q2: 55,239 shares; 2025Q3: 54,164 shares 54,164 $15.3M 0.01% -1,075 Timeline IBDS 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: 233,547 shares; 2024Q4: 264,195 shares; 2025Q1: 315,687 shares; 2025Q2: 378,169 shares; 2025Q3: 623,959 shares 623,959 $15.2M 0.01% +245,790 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,298 shares; 2024Q4: 96,628 shares; 2025Q1: 113,252 shares; 2025Q2: 116,051 shares; 2025Q3: 120,500 shares 120,500 $15.1M 0.01% +4,449 Timeline AVMV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 218,027 shares 218,027 $15M 0.01% new 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: 118,814 shares; 2024Q4: 130,560 shares; 2025Q1: 135,692 shares; 2025Q2: 141,368 shares; 2025Q3: 157,228 shares 157,228 $15M 0.01% +15,860 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: 1,008,579 shares; 2024Q4: 1,041,026 shares; 2025Q1: 729,412 shares; 2025Q2: 668,687 shares; 2025Q3: 583,937 shares 583,937 $14.9M 0.01% -84,750 Timeline NBCM 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: 7,813 shares; 2024Q4: 7,679 shares; 2025Q1: 7,696 shares; 2025Q2: 7,648 shares; 2025Q3: 631,654 shares 631,654 $14.9M 0.01% +624,006 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: 474,231 shares; 2024Q4: 468,124 shares; 2025Q1: 312,917 shares; 2025Q2: 323,100 shares; 2025Q3: 320,974 shares 320,974 $14.8M 0.01% -2,126 Timeline SMIN 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: 158,768 shares; 2024Q4: 165,151 shares; 2025Q1: 203,505 shares; 2025Q2: 209,027 shares; 2025Q3: 202,323 shares 202,323 $14.5M 0.01% -6,704 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: 66,161 shares; 2024Q4: 79,373 shares; 2025Q1: 108,411 shares; 2025Q2: 129,475 shares; 2025Q3: 145,599 shares 145,599 $14.5M 0.01% +16,124 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: 241,450 shares; 2024Q4: 327,391 shares; 2025Q1: 435,474 shares; 2025Q2: 472,908 shares; 2025Q3: 345,742 shares 345,742 $14.5M 0.01% -127,166 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,891 shares; 2024Q4: 208,530 shares; 2025Q1: 191,435 shares; 2025Q2: 199,655 shares; 2025Q3: 211,009 shares 211,009 $14.5M 0.01% +11,354 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 276,312 shares 276,312 $14.4M 0.01% new Timeline FSMD 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: 177,635 shares; 2024Q4: 231,107 shares; 2025Q1: 325,129 shares; 2025Q2: 286,148 shares; 2025Q3: 325,704 shares 325,704 $14.3M 0.01% +39,556 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: 38,162 shares; 2024Q4: 43,521 shares; 2025Q1: 44,740 shares; 2025Q2: 47,003 shares; 2025Q3: 47,053 shares 47,053 $14.2M 0.01% +50 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: 37,099 shares; 2024Q4: 36,476 shares; 2025Q1: 35,745 shares; 2025Q2: 36,231 shares; 2025Q3: 40,937 shares 40,937 $14M 0.01% +4,706 Timeline GRPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,846 shares; 2024Q4: 182,101 shares; 2025Q1: 187,372 shares; 2025Q2: 129,346 shares; 2025Q3: 115,594 shares 115,594 $13.9M 0.01% -13,752 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,243 shares; 2024Q4: 66,698 shares; 2025Q1: 69,922 shares; 2025Q2: 72,715 shares; 2025Q3: 77,300 shares 77,300 $13.8M 0.01% +4,585 Timeline CDL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,408 shares; 2024Q4: 193,343 shares; 2025Q1: 190,884 shares; 2025Q2: 192,235 shares; 2025Q3: 198,406 shares 198,406 $13.8M 0.01% +6,171 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: 98,125 shares; 2024Q4: 111,198 shares; 2025Q1: 113,344 shares; 2025Q2: 127,041 shares; 2025Q3: 118,675 shares 118,675 $13.6M 0.01% -8,366 Timeline FENY 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: 748,811 shares; 2024Q4: 741,009 shares; 2025Q1: 735,256 shares; 2025Q2: 620,754 shares; 2025Q3: 551,524 shares 551,524 $13.6M 0.01% -69,230 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,013 shares; 2024Q4: 22,551 shares; 2025Q1: 29,592 shares; 2025Q2: 33,397 shares; 2025Q3: 128,986 shares 128,986 $13.5M 0.01% +95,589 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: 93,019 shares; 2024Q4: 92,145 shares; 2025Q1: 92,657 shares; 2025Q2: 96,993 shares; 2025Q3: 95,443 shares 95,443 $13.4M 0.01% -1,550 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,948 shares; 2024Q4: 89,720 shares; 2025Q1: 46,381 shares; 2025Q2: 49,993 shares; 2025Q3: 87,869 shares 87,869 $13.3M 0.01% +37,876 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: 58,672 shares; 2024Q4: 55,275 shares; 2025Q1: 54,180 shares; 2025Q2: 54,773 shares; 2025Q3: 59,538 shares 59,538 $13.1M 0.01% +4,765 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: 148,050 shares; 2024Q4: 318,157 shares; 2025Q1: 373,502 shares; 2025Q2: 153,044 shares; 2025Q3: 138,055 shares 138,055 $13.1M 0.01% -14,989 Timeline ACWI 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: 72,701 shares; 2024Q4: 121,258 shares; 2025Q1: 152,229 shares; 2025Q2: 117,835 shares; 2025Q3: 94,968 shares 94,968 $13.1M 0.01% -22,867 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,284 shares; 2024Q4: 491,650 shares; 2025Q1: 514,188 shares; 2025Q2: 519,812 shares; 2025Q3: 508,988 shares 508,988 $13.1M 0.01% -10,824 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: 615,983 shares; 2024Q4: 760,253 shares; 2025Q1: 704,592 shares; 2025Q2: 754,468 shares; 2025Q3: 560,853 shares 560,853 $13M 0.01% -193,615 Timeline HTAB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,051 shares; 2024Q4: 323,554 shares; 2025Q1: 399,333 shares; 2025Q2: 622,564 shares; 2025Q3: 672,483 shares 672,483 $12.9M 0.01% +49,919 Timeline FNDA 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: 185,507 shares; 2024Q4: 378,352 shares; 2025Q1: 423,010 shares; 2025Q2: 462,818 shares; 2025Q3: 410,011 shares 410,011 $12.8M 0.01% -52,807 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: 546,504 shares; 2024Q4: 589,330 shares; 2025Q1: 609,996 shares; 2025Q2: 656,302 shares; 2025Q3: 233,182 shares 233,182 $12.8M 0.01% -423,120 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: 67,207 shares; 2024Q4: 48,787 shares; 2025Q1: 52,009 shares; 2025Q2: 49,715 shares; 2025Q3: 55,825 shares 55,825 $12.6M 0.01% +6,110 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 250,592 shares 250,592 $12.6M 0.01% new 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: 67,558 shares; 2024Q4: 74,341 shares; 2025Q1: 62,399 shares; 2025Q2: 56,509 shares; 2025Q3: 91,177 shares 91,177 $12.6M 0.01% +34,668 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: 157,893 shares; 2024Q4: 154,303 shares; 2025Q1: 154,920 shares; 2025Q2: 173,590 shares; 2025Q3: 183,078 shares 183,078 $12.4M 0.01% +9,488 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: 116,435 shares; 2024Q4: 119,262 shares; 2025Q1: 130,197 shares; 2025Q2: 140,915 shares; 2025Q3: 145,981 shares 145,981 $12.4M 0.01% +5,066 Timeline