IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,291,410 shares; 2024Q4: 30,528,891 shares; 2025Q1: 31,297,509 shares; 2025Q2: 32,488,472 shares; 2025Q3: 33,427,901 shares; 2025Q4: 33,837,717 shares 33,837,717 $23.2B 14.66% +409,816 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,965,549 shares; 2024Q4: 116,928,273 shares; 2025Q1: 118,916,992 shares; 2025Q2: 122,402,361 shares; 2025Q3: 126,617,235 shares; 2025Q4: 130,902,798 shares 130,902,798 $9.7B 6.13% +4,285,563 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,029,051 shares; 2024Q4: 110,677,195 shares; 2025Q1: 114,080,884 shares; 2025Q2: 119,891,228 shares; 2025Q3: 122,648,738 shares; 2025Q4: 124,791,222 shares 124,791,222 $8.24B 5.21% +2,142,484 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,715,058 shares; 2024Q4: 335,070,337 shares; 2025Q1: 348,092,210 shares; 2025Q2: 331,705,736 shares; 2025Q3: 285,507,134 shares; 2025Q4: 297,753,417 shares 297,753,417 $7.16B 4.53% +12,246,283 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,340,416 shares; 2024Q4: 38,126,911 shares; 2025Q1: 39,050,599 shares; 2025Q2: 41,302,922 shares; 2025Q3: 42,327,458 shares; 2025Q4: 42,562,587 shares 42,562,587 $5.12B 3.24% +235,129 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,348,470 shares; 2024Q4: 23,157,086 shares; 2025Q1: 23,554,043 shares; 2025Q2: 24,657,672 shares; 2025Q3: 25,293,041 shares; 2025Q4: 26,252,217 shares 26,252,217 $5.03B 3.18% +959,176 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,467,913 shares; 2024Q4: 73,383,975 shares; 2025Q1: 81,162,777 shares; 2025Q2: 86,126,703 shares; 2025Q3: 89,517,143 shares; 2025Q4: 92,442,810 shares 92,442,810 $4.26B 2.69% +2,925,667 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,771,416 shares; 2024Q4: 66,243,600 shares; 2025Q1: 68,520,193 shares; 2025Q2: 71,616,772 shares; 2025Q3: 74,834,185 shares; 2025Q4: 78,224,671 shares 78,224,671 $4.21B 2.66% +3,390,486 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,316,371 shares; 2024Q4: 5,396,952 shares; 2025Q1: 5,570,066 shares; 2025Q2: 5,786,231 shares; 2025Q3: 5,913,366 shares; 2025Q4: 5,951,990 shares 5,951,990 $4.06B 2.57% +38,624 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,908,781 shares; 2024Q4: 57,787,574 shares; 2025Q1: 59,628,214 shares; 2025Q2: 55,051,672 shares; 2025Q3: 58,128,458 shares; 2025Q4: 61,886,335 shares 61,886,335 $3.87B 2.45% +3,757,877 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,964,128 shares; 2024Q4: 37,642,246 shares; 2025Q1: 38,017,057 shares; 2025Q2: 40,525,707 shares; 2025Q3: 41,721,495 shares; 2025Q4: 43,140,136 shares 43,140,136 $3.76B 2.38% +1,418,641 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,356,398 shares; 2024Q4: 32,487,533 shares; 2025Q1: 34,156,332 shares; 2025Q2: 32,755,829 shares; 2025Q3: 33,954,853 shares; 2025Q4: 34,998,927 shares 34,998,927 $3.13B 1.98% +1,044,074 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,456,318 shares; 2024Q4: 20,141,216 shares; 2025Q1: 20,677,629 shares; 2025Q2: 21,582,330 shares; 2025Q3: 22,160,303 shares; 2025Q4: 22,746,544 shares 22,746,544 $3.11B 1.97% +586,241 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,238,493 shares; 2024Q4: 2,735,623 shares; 2025Q1: 2,419,539 shares; 2025Q2: 33,858,904 shares; 2025Q3: 53,043,095 shares; 2025Q4: 55,312,118 shares 55,312,118 $2.51B 1.59% +2,269,023 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,112,439 shares; 2024Q4: 3,148,873 shares; 2025Q1: 3,201,107 shares; 2025Q2: 3,223,327 shares; 2025Q3: 3,172,010 shares; 2025Q4: 3,091,292 shares 3,091,292 $1.9B 1.2% -80,718 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,666,395 shares; 2024Q4: 33,640,287 shares; 2025Q1: 34,497,385 shares; 2025Q2: 35,166,659 shares; 2025Q3: 35,747,656 shares; 2025Q4: 36,651,506 shares 36,651,506 $1.84B 1.17% +903,850 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,596,286 shares; 2024Q4: 5,792,473 shares; 2025Q1: 6,251,149 shares; 2025Q2: 6,733,309 shares; 2025Q3: 6,026,776 shares; 2025Q4: 6,181,162 shares 6,181,162 $1.79B 1.13% +154,386 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,760,216 shares; 2024Q4: 1,936,330 shares; 2025Q1: 2,239,644 shares; 2025Q2: 2,339,290 shares; 2025Q3: 2,459,435 shares; 2025Q4: 2,682,140 shares 2,682,140 $1.68B 1.06% +222,705 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 971,454 shares; 2024Q4: 1,097,305 shares; 2025Q1: 1,386,230 shares; 2025Q2: 24,627,560 shares; 2025Q3: 26,884,410 shares; 2025Q4: 29,462,953 shares 29,462,953 $1.47B 0.93% +2,578,543 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,487,324 shares; 2024Q4: 21,859,149 shares; 2025Q1: 22,986,670 shares; 2025Q2: 24,317,154 shares; 2025Q3: 26,298,023 shares; 2025Q4: 28,622,754 shares 28,622,754 $1.33B 0.84% +2,324,731 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,722,297 shares; 2024Q4: 17,512,108 shares; 2025Q1: 18,285,595 shares; 2025Q2: 18,018,452 shares; 2025Q3: 18,399,513 shares; 2025Q4: 18,337,027 shares 18,337,027 $1.23B 0.78% -62,486 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,509,024 shares; 2024Q4: 10,429,324 shares; 2025Q1: 11,545,869 shares; 2025Q2: 11,963,480 shares; 2025Q3: 11,865,716 shares; 2025Q4: 12,278,036 shares 12,278,036 $1.23B 0.78% +412,320 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,506,344 shares; 2024Q4: 9,050,612 shares; 2025Q1: 9,543,037 shares; 2025Q2: 10,113,178 shares; 2025Q3: 10,960,194 shares; 2025Q4: 11,994,193 shares 11,994,193 $1.06B 0.67% +1,033,999 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,255,434 shares; 2024Q4: 5,137,433 shares; 2025Q1: 5,518,325 shares; 2025Q2: 5,867,958 shares; 2025Q3: 5,516,759 shares; 2025Q4: 5,596,751 shares 5,596,751 $1.04B 0.66% +79,992 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,454,895 shares; 2024Q4: 3,466,216 shares; 2025Q1: 3,551,206 shares; 2025Q2: 3,723,510 shares; 2025Q3: 3,752,997 shares; 2025Q4: 3,708,731 shares 3,708,731 $1.01B 0.64% -44,266 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,696,361 shares; 2024Q4: 1,763,890 shares; 2025Q1: 1,856,104 shares; 2025Q2: 1,926,843 shares; 2025Q3: 1,942,445 shares; 2025Q4: 2,015,858 shares 2,015,858 $975M 0.62% +73,413 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,222,974 shares; 2024Q4: 7,088,200 shares; 2025Q1: 6,949,758 shares; 2025Q2: 6,909,934 shares; 2025Q3: 6,800,158 shares; 2025Q4: 7,077,759 shares 7,077,759 $937M 0.59% +277,601 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,219,940 shares; 2024Q4: 2,564,516 shares; 2025Q1: 2,933,060 shares; 2025Q2: 3,366,746 shares; 2025Q3: 3,598,711 shares; 2025Q4: 3,664,198 shares 3,664,198 $927M 0.59% +65,487 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,312,287 shares; 2024Q4: 7,037,519 shares; 2025Q1: 7,588,089 shares; 2025Q2: 7,391,953 shares; 2025Q3: 8,102,619 shares; 2025Q4: 8,431,113 shares 8,431,113 $903M 0.57% +328,494 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,751,287 shares; 2024Q4: 8,304,286 shares; 2025Q1: 8,645,584 shares; 2025Q2: 9,106,889 shares; 2025Q3: 9,911,931 shares; 2025Q4: 11,227,638 shares 11,227,638 $874M 0.55% +1,315,707 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,623,478 shares; 2024Q4: 2,610,650 shares; 2025Q1: 2,663,528 shares; 2025Q2: 2,776,752 shares; 2025Q3: 2,745,324 shares; 2025Q4: 2,761,156 shares 2,761,156 $869M 0.55% +15,832 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,613,392 shares; 2024Q4: 1,705,328 shares; 2025Q1: 1,747,507 shares; 2025Q2: 1,785,539 shares; 2025Q3: 1,776,106 shares; 2025Q4: 1,751,624 shares 1,751,624 $855M 0.54% -24,482 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,476,490 shares; 2024Q4: 20,777,879 shares; 2025Q1: 24,479,012 shares; 2025Q2: 27,821,337 shares; 2025Q3: 29,438,303 shares; 2025Q4: 30,984,972 shares 30,984,972 $834M 0.53% +1,546,669 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,569,248 shares; 2024Q4: 11,611,126 shares; 2025Q1: 13,831,238 shares; 2025Q2: 15,328,061 shares; 2025Q3: 16,693,552 shares; 2025Q4: 18,754,937 shares 18,754,937 $818M 0.52% +2,061,385 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,949,770 shares; 2024Q4: 2,975,910 shares; 2025Q1: 3,107,357 shares; 2025Q2: 3,323,255 shares; 2025Q3: 3,368,134 shares; 2025Q4: 3,512,910 shares 3,512,910 $811M 0.51% +144,776 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,011,985 shares; 2024Q4: 3,264,418 shares; 2025Q1: 3,358,772 shares; 2025Q2: 3,780,675 shares; 2025Q3: 3,866,085 shares; 2025Q4: 4,093,400 shares 4,093,400 $782M 0.49% +227,315 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,106,909 shares; 2024Q4: 2,181,202 shares; 2025Q1: 2,240,337 shares; 2025Q2: 2,335,088 shares; 2025Q3: 2,341,909 shares; 2025Q4: 2,336,106 shares 2,336,106 $731M 0.46% -5,803 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,376 shares; 2024Q4: 27,742 shares; 2025Q1: 28,914 shares; 2025Q2: 15,878,455 shares; 2025Q3: 17,242,564 shares; 2025Q4: 19,066,471 shares 19,066,471 $720M 0.46% +1,823,907 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,800,718 shares; 2024Q4: 1,864,908 shares; 2025Q1: 2,010,915 shares; 2025Q2: 2,551,461 shares; 2025Q3: 2,677,958 shares; 2025Q4: 2,747,982 shares 2,747,982 $709M 0.45% +70,024 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,276,063 shares; 2024Q4: 4,106,000 shares; 2025Q1: 4,769,555 shares; 2025Q2: 5,799,161 shares; 2025Q3: 8,071,059 shares; 2025Q4: 11,194,500 shares 11,194,500 $681M 0.43% +3,123,441 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,754,862 shares; 2024Q4: 14,927,132 shares; 2025Q1: 15,430,525 shares; 2025Q2: 15,319,386 shares; 2025Q3: 16,052,538 shares; 2025Q4: 17,200,645 shares 17,200,645 $654M 0.41% +1,148,107 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,816,490 shares; 2024Q4: 7,908,041 shares; 2025Q1: 9,074,492 shares; 2025Q2: 10,407,693 shares; 2025Q3: 11,374,810 shares; 2025Q4: 12,136,612 shares 12,136,612 $540M 0.34% +761,802 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,143,602 shares; 2024Q4: 4,303,852 shares; 2025Q1: 4,718,436 shares; 2025Q2: 5,007,341 shares; 2025Q3: 5,576,855 shares; 2025Q4: 6,595,990 shares 6,595,990 $535M 0.34% +1,019,135 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 541,164 shares; 2024Q4: 556,152 shares; 2025Q1: 576,635 shares; 2025Q2: 613,019 shares; 2025Q3: 788,274 shares; 2025Q4: 830,031 shares 830,031 $501M 0.32% +41,757 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,219,236 shares; 2024Q4: 1,216,618 shares; 2025Q1: 1,284,339 shares; 2025Q2: 1,370,878 shares; 2025Q3: 1,337,550 shares; 2025Q4: 1,322,245 shares 1,322,245 $494M 0.31% -15,305 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,182,678 shares; 2024Q4: 13,968,533 shares; 2025Q1: 12,949,165 shares; 2025Q2: 11,590,362 shares; 2025Q3: 9,041,964 shares; 2025Q4: 7,978,756 shares 7,978,756 $480M 0.3% -1,063,208 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550,688 shares; 2024Q4: 572,535 shares; 2025Q1: 623,405 shares; 2025Q2: 660,567 shares; 2025Q3: 628,414 shares; 2025Q4: 632,525 shares 632,525 $477M 0.3% +4,111 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 435,029 shares; 2024Q4: 468,907 shares; 2025Q1: 487,527 shares; 2025Q2: 638,560 shares; 2025Q3: 656,464 shares; 2025Q4: 671,491 shares 671,491 $443M 0.28% +15,027 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,256,456 shares; 2024Q4: 4,489,332 shares; 2025Q1: 4,617,408 shares; 2025Q2: 4,243,477 shares; 2025Q3: 4,351,564 shares; 2025Q4: 4,608,776 shares 4,608,776 $443M 0.28% +257,212 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,277,928 shares; 2024Q4: 2,430,865 shares; 2025Q1: 2,370,393 shares; 2025Q2: 2,418,092 shares; 2025Q3: 2,251,190 shares; 2025Q4: 1,988,066 shares 1,988,066 $395M 0.25% -263,124 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,913,411 shares; 2024Q4: 18,222,676 shares; 2025Q1: 17,763,626 shares; 2025Q2: 17,126,918 shares; 2025Q3: 15,552,135 shares; 2025Q4: 14,050,361 shares 14,050,361 $385M 0.24% -1,501,774 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,199,575 shares; 2024Q4: 10,144,791 shares; 2025Q1: 10,746,718 shares; 2025Q2: 10,760,763 shares; 2025Q3: 11,018,745 shares; 2025Q4: 11,053,425 shares 11,053,425 $383M 0.24% +34,680 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,086,103 shares; 2024Q4: 9,329,782 shares; 2025Q1: 10,659,200 shares; 2025Q2: 10,742,238 shares; 2025Q3: 9,726,425 shares; 2025Q4: 7,758,040 shares 7,758,040 $373M 0.24% -1,968,385 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 993,654 shares; 2024Q4: 1,028,164 shares; 2025Q1: 1,067,306 shares; 2025Q2: 1,102,255 shares; 2025Q3: 1,101,758 shares; 2025Q4: 1,118,266 shares 1,118,266 $360M 0.23% +16,508 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,905 shares; 2024Q4: 560,246 shares; 2025Q1: 975,347 shares; 2025Q2: 4,550,323 shares; 2025Q3: 7,950,844 shares; 2025Q4: 9,715,353 shares 9,715,353 $355M 0.22% +1,764,509 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,777,949 shares; 2024Q4: 3,285,854 shares; 2025Q1: 2,955,337 shares; 2025Q2: 2,902,886 shares; 2025Q3: 2,828,612 shares; 2025Q4: 2,780,348 shares 2,780,348 $352M 0.22% -48,264 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,501,406 shares; 2024Q4: 1,506,358 shares; 2025Q1: 1,447,041 shares; 2025Q2: 1,521,216 shares; 2025Q3: 1,622,847 shares; 2025Q4: 1,576,329 shares 1,576,329 $346M 0.22% -46,518 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,852,226 shares; 2024Q4: 7,742,948 shares; 2025Q1: 8,250,812 shares; 2025Q2: 9,187,006 shares; 2025Q3: 10,027,556 shares; 2025Q4: 10,572,063 shares 10,572,063 $345M 0.22% +544,507 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,470,947 shares; 2024Q4: 4,867,781 shares; 2025Q1: 5,229,221 shares; 2025Q2: 4,563,872 shares; 2025Q3: 4,685,008 shares; 2025Q4: 4,729,976 shares 4,729,976 $344M 0.22% +44,968 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 397,586 shares; 2024Q4: 489,366 shares; 2025Q1: 1,116,036 shares; 2025Q2: 2,312,210 shares; 2025Q3: 6,960,142 shares; 2025Q4: 9,191,224 shares 9,191,224 $334M 0.21% +2,231,082 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 878,003 shares; 2024Q4: 884,665 shares; 2025Q1: 1,122,313 shares; 2025Q2: 1,164,341 shares; 2025Q3: 1,163,866 shares; 2025Q4: 1,064,358 shares 1,064,358 $334M 0.21% -99,508 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,371,743 shares; 2024Q4: 7,584,801 shares; 2025Q1: 8,201,534 shares; 2025Q2: 10,272,223 shares; 2025Q3: 10,473,140 shares; 2025Q4: 10,932,629 shares 10,932,629 $329M 0.21% +459,489 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,094,276 shares; 2024Q4: 2,204,467 shares; 2025Q1: 2,975,287 shares; 2025Q2: 3,565,033 shares; 2025Q3: 3,787,339 shares; 2025Q4: 4,096,080 shares 4,096,080 $329M 0.21% +308,741 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,061,142 shares; 2024Q4: 2,177,599 shares; 2025Q1: 2,268,334 shares; 2025Q2: 2,402,173 shares; 2025Q3: 2,341,478 shares; 2025Q4: 2,310,259 shares 2,310,259 $326M 0.21% -31,219 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 616,021 shares; 2024Q4: 619,890 shares; 2025Q1: 646,089 shares; 2025Q2: 673,593 shares; 2025Q3: 680,581 shares; 2025Q4: 666,557 shares 666,557 $315M 0.2% -14,024 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,238,311 shares; 2024Q4: 3,494,008 shares; 2025Q1: 5,550,812 shares; 2025Q2: 6,341,983 shares; 2025Q3: 6,740,833 shares; 2025Q4: 7,399,957 shares 7,399,957 $291M 0.18% +659,124 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,878,117 shares; 2024Q4: 2,071,910 shares; 2025Q1: 2,391,347 shares; 2025Q2: 3,062,191 shares; 2025Q3: 2,801,083 shares; 2025Q4: 3,628,408 shares 3,628,408 $279M 0.18% +827,325 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,057,497 shares; 2024Q4: 41,141,397 shares; 2025Q1: 42,290,494 shares; 2025Q2: 4,857,950 shares; 2025Q3: 4,488,538 shares; 2025Q4: 4,329,621 shares 4,329,621 $278M 0.18% -158,917 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 574,016 shares; 2024Q4: 571,102 shares; 2025Q1: 832,524 shares; 2025Q2: 882,090 shares; 2025Q3: 786,728 shares; 2025Q4: 789,255 shares 789,255 $273M 0.17% +2,527 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; 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; 2025Q4: 6,032,995 shares 6,032,995 $273M 0.17% -7,812 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 917,643 shares; 2024Q4: 1,046,945 shares; 2025Q1: 1,100,998 shares; 2025Q2: 1,151,261 shares; 2025Q3: 2,703,438 shares; 2025Q4: 3,162,431 shares 3,162,431 $260M 0.16% +458,993 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 870,635 shares; 2024Q4: 897,704 shares; 2025Q1: 887,462 shares; 2025Q2: 917,699 shares; 2025Q3: 858,114 shares; 2025Q4: 761,488 shares 761,488 $255M 0.16% -96,626 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,648 shares; 2024Q4: 186,907 shares; 2025Q1: 195,683 shares; 2025Q2: 217,754 shares; 2025Q3: 233,296 shares; 2025Q4: 234,467 shares 234,467 $252M 0.16% +1,171 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 556,286 shares; 2024Q4: 569,493 shares; 2025Q1: 639,531 shares; 2025Q2: 716,101 shares; 2025Q3: 738,797 shares; 2025Q4: 902,235 shares 902,235 $252M 0.16% +163,438 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; 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; 2025Q4: 5,340,865 shares 5,340,865 $244M 0.15% +114,048 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,196,788 shares; 2024Q4: 2,296,547 shares; 2025Q1: 2,343,426 shares; 2025Q2: 2,395,067 shares; 2025Q3: 2,460,708 shares; 2025Q4: 2,499,226 shares 2,499,226 $240M 0.15% +38,518 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,256,543 shares; 2024Q4: 1,406,084 shares; 2025Q1: 1,796,040 shares; 2025Q2: 2,004,936 shares; 2025Q3: 2,244,932 shares; 2025Q4: 2,313,192 shares 2,313,192 $236M 0.15% +68,260 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 541,485 shares; 2024Q4: 556,268 shares; 2025Q1: 470,634 shares; 2025Q2: 474,786 shares; 2025Q3: 470,470 shares; 2025Q4: 447,406 shares 447,406 $225M 0.14% -23,064 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,028,731 shares; 2024Q4: 6,727,695 shares; 2025Q1: 7,649,146 shares; 2025Q2: 7,511,528 shares; 2025Q3: 7,330,475 shares; 2025Q4: 7,587,943 shares 7,587,943 $224M 0.14% +257,468 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,817,586 shares; 2024Q4: 2,008,629 shares; 2025Q1: 2,199,520 shares; 2025Q2: 2,382,007 shares; 2025Q3: 3,208,854 shares; 2025Q4: 4,159,706 shares 4,159,706 $210M 0.13% +950,852 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 873,832 shares; 2024Q4: 1,372,125 shares; 2025Q1: 1,724,187 shares; 2025Q2: 3,565,904 shares; 2025Q3: 4,192,632 shares; 2025Q4: 4,603,577 shares 4,603,577 $210M 0.13% +410,945 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,645,387 shares; 2024Q4: 1,654,280 shares; 2025Q1: 1,659,880 shares; 2025Q2: 1,656,326 shares; 2025Q3: 1,677,939 shares; 2025Q4: 1,697,013 shares 1,697,013 $209M 0.13% +19,074 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,555,985 shares; 2024Q4: 2,609,933 shares; 2025Q1: 3,663,217 shares; 2025Q2: 4,977,547 shares; 2025Q3: 6,597,766 shares; 2025Q4: 7,596,372 shares 7,596,372 $208M 0.13% +998,606 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,446,295 shares; 2024Q4: 3,367,428 shares; 2025Q1: 3,778,832 shares; 2025Q2: 4,823,169 shares; 2025Q3: 5,007,149 shares; 2025Q4: 4,013,417 shares 4,013,417 $203M 0.13% -993,732 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,916,421 shares; 2024Q4: 2,399,325 shares; 2025Q1: 3,147,636 shares; 2025Q2: 3,612,505 shares; 2025Q3: 3,780,629 shares; 2025Q4: 3,973,128 shares 3,973,128 $202M 0.13% +192,499 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; 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; 2025Q4: 4,239,352 shares 4,239,352 $200M 0.13% +394,734 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,204 shares; 2024Q4: 359,899 shares; 2025Q1: 447,294 shares; 2025Q2: 485,249 shares; 2025Q3: 526,529 shares; 2025Q4: 548,017 shares 548,017 $197M 0.12% +21,488 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 418,383 shares; 2024Q4: 418,916 shares; 2025Q1: 403,701 shares; 2025Q2: 440,634 shares; 2025Q3: 459,476 shares; 2025Q4: 487,961 shares 487,961 $193M 0.12% +28,485 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 892,878 shares; 2024Q4: 972,902 shares; 2025Q1: 1,112,493 shares; 2025Q2: 1,348,494 shares; 2025Q3: 1,328,199 shares; 2025Q4: 1,404,920 shares 1,404,920 $192M 0.12% +76,721 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 523,228 shares; 2024Q4: 531,616 shares; 2025Q1: 518,000 shares; 2025Q2: 519,630 shares; 2025Q3: 523,505 shares; 2025Q4: 545,086 shares 545,086 $191M 0.12% +21,581 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,994,278 shares; 2024Q4: 2,085,798 shares; 2025Q1: 2,349,402 shares; 2025Q2: 2,438,734 shares; 2025Q3: 2,810,099 shares; 2025Q4: 2,717,559 shares 2,717,559 $189M 0.12% -92,540 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 920,176 shares; 2024Q4: 794,256 shares; 2025Q1: 873,229 shares; 2025Q2: 1,600,359 shares; 2025Q3: 1,888,530 shares; 2025Q4: 2,243,553 shares 2,243,553 $179M 0.11% +355,023 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,502,297 shares; 2024Q4: 3,225,656 shares; 2025Q1: 3,552,083 shares; 2025Q2: 3,865,009 shares; 2025Q3: 4,144,701 shares; 2025Q4: 4,324,780 shares 4,324,780 $174M 0.11% +180,079 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 901,066 shares; 2024Q4: 910,941 shares; 2025Q1: 967,146 shares; 2025Q2: 1,013,188 shares; 2025Q3: 906,842 shares; 2025Q4: 979,350 shares 979,350 $174M 0.11% +72,508 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,434,374 shares; 2024Q4: 1,457,360 shares; 2025Q1: 1,682,314 shares; 2025Q2: 1,843,952 shares; 2025Q3: 2,269,870 shares; 2025Q4: 2,308,323 shares 2,308,323 $173M 0.11% +38,453 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,507,832 shares; 2024Q4: 2,832,139 shares; 2025Q1: 3,033,921 shares; 2025Q2: 3,064,828 shares; 2025Q3: 2,931,338 shares; 2025Q4: 3,003,765 shares 3,003,765 $172M 0.11% +72,427 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,788,882 shares; 2024Q4: 2,042,028 shares; 2025Q1: 2,078,455 shares; 2025Q2: 2,315,372 shares; 2025Q3: 2,301,067 shares; 2025Q4: 2,374,253 shares 2,374,253 $165M 0.1% +73,186 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,653 shares; 2024Q4: 191,124 shares; 2025Q1: 531,103 shares; 2025Q2: 812,704 shares; 2025Q3: 1,099,802 shares; 2025Q4: 1,376,905 shares 1,376,905 $164M 0.1% +277,103 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,106,039 shares; 2024Q4: 3,127,918 shares; 2025Q1: 3,274,058 shares; 2025Q2: 3,380,284 shares; 2025Q3: 3,503,688 shares; 2025Q4: 3,509,215 shares 3,509,215 $164M 0.1% +5,527 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,296 shares; 2024Q4: 177,019 shares; 2025Q1: 181,008 shares; 2025Q2: 189,314 shares; 2025Q3: 189,851 shares; 2025Q4: 186,435 shares 186,435 $161M 0.1% -3,416 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; 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; 2025Q4: 7,646,130 shares 7,646,130 $160M 0.1% +199,277 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,057,321 shares; 2024Q4: 1,963,662 shares; 2025Q1: 1,832,687 shares; 2025Q2: 1,904,012 shares; 2025Q3: 1,797,261 shares; 2025Q4: 1,675,239 shares 1,675,239 $158M 0.1% -122,022 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,578,689 shares; 2024Q4: 3,429,894 shares; 2025Q1: 4,082,538 shares; 2025Q2: 4,944,338 shares; 2025Q3: 5,241,527 shares; 2025Q4: 5,502,072 shares 5,502,072 $157M 0.1% +260,545 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440,419 shares; 2024Q4: 443,822 shares; 2025Q1: 507,046 shares; 2025Q2: 589,534 shares; 2025Q3: 609,005 shares; 2025Q4: 636,481 shares 636,481 $157M 0.1% +27,476 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317,162 shares; 2024Q4: 343,887 shares; 2025Q1: 332,954 shares; 2025Q2: 341,523 shares; 2025Q3: 340,605 shares; 2025Q4: 507,974 shares 507,974 $154M 0.1% +167,369 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,613,239 shares; 2024Q4: 1,766,405 shares; 2025Q1: 2,029,687 shares; 2025Q2: 1,849,420 shares; 2025Q3: 1,965,402 shares; 2025Q4: 2,035,906 shares 2,035,906 $154M 0.1% +70,504 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 793,662 shares; 2024Q4: 827,429 shares; 2025Q1: 907,475 shares; 2025Q2: 950,921 shares; 2025Q3: 984,934 shares; 2025Q4: 1,027,351 shares 1,027,351 $153M 0.1% +42,417 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,805,286 shares; 2024Q4: 4,569,183 shares; 2025Q1: 4,880,660 shares; 2025Q2: 5,013,169 shares; 2025Q3: 5,425,901 shares; 2025Q4: 6,117,917 shares 6,117,917 $153M 0.1% +692,016 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,465 shares; 2024Q4: 208,149 shares; 2025Q1: 295,143 shares; 2025Q2: 344,051 shares; 2025Q3: 422,751 shares; 2025Q4: 440,765 shares 440,765 $151M 0.1% +18,014 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 725,959 shares; 2024Q4: 810,123 shares; 2025Q1: 1,003,247 shares; 2025Q2: 1,155,039 shares; 2025Q3: 1,322,898 shares; 2025Q4: 1,388,345 shares 1,388,345 $148M 0.09% +65,447 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,827,294 shares; 2024Q4: 1,930,981 shares; 2025Q1: 2,238,813 shares; 2025Q2: 1,890,221 shares; 2025Q3: 3,424,108 shares; 2025Q4: 3,552,545 shares 3,552,545 $147M 0.09% +128,437 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,770 shares; 2024Q4: 229,882 shares; 2025Q1: 267,288 shares; 2025Q2: 284,641 shares; 2025Q3: 309,937 shares; 2025Q4: 323,439 shares 323,439 $145M 0.09% +13,502 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,169,467 shares; 2024Q4: 1,212,458 shares; 2025Q1: 1,172,458 shares; 2025Q2: 1,230,886 shares; 2025Q3: 1,666,015 shares; 2025Q4: 2,017,941 shares 2,017,941 $144M 0.09% +351,926 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; 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; 2025Q4: 2,950,388 shares 2,950,388 $142M 0.09% +109,552 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,880 shares; 2024Q4: 447,630 shares; 2025Q1: 2,622,143 shares; 2025Q2: 3,645,196 shares; 2025Q3: 3,714,861 shares; 2025Q4: 3,820,733 shares 3,820,733 $141M 0.09% +105,872 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 766,508 shares; 2024Q4: 879,492 shares; 2025Q1: 978,221 shares; 2025Q2: 1,322,890 shares; 2025Q3: 1,342,431 shares; 2025Q4: 1,263,714 shares 1,263,714 $135M 0.09% -78,717 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,443 shares; 2024Q4: 858,945 shares; 2025Q1: 1,500,254 shares; 2025Q2: 1,660,914 shares; 2025Q3: 2,494,049 shares; 2025Q4: 2,835,771 shares 2,835,771 $134M 0.08% +341,722 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297,329 shares; 2024Q4: 298,649 shares; 2025Q1: 377,889 shares; 2025Q2: 391,815 shares; 2025Q3: 395,896 shares; 2025Q4: 385,331 shares 385,331 $133M 0.08% -10,565 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,432,262 shares; 2024Q4: 4,152,063 shares; 2025Q1: 4,605,576 shares; 2025Q2: 4,979,795 shares; 2025Q3: 5,243,014 shares; 2025Q4: 5,749,143 shares 5,749,143 $130M 0.08% +506,129 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 476,180 shares; 2024Q4: 632,942 shares; 2025Q1: 806,591 shares; 2025Q2: 707,440 shares; 2025Q3: 851,097 shares; 2025Q4: 927,629 shares 927,629 $128M 0.08% +76,532 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,945,501 shares; 2024Q4: 2,079,071 shares; 2025Q1: 2,147,157 shares; 2025Q2: 2,235,041 shares; 2025Q3: 2,145,351 shares; 2025Q4: 2,149,169 shares 2,149,169 $128M 0.08% +3,818 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 859,350 shares; 2024Q4: 930,446 shares; 2025Q1: 639,200 shares; 2025Q2: 622,154 shares; 2025Q3: 635,138 shares; 2025Q4: 597,965 shares 597,965 $128M 0.08% -37,173 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411,679 shares; 2024Q4: 445,253 shares; 2025Q1: 472,860 shares; 2025Q2: 532,194 shares; 2025Q3: 525,155 shares; 2025Q4: 494,004 shares 494,004 $127M 0.08% -31,151 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 542,780 shares; 2024Q4: 564,614 shares; 2025Q1: 611,050 shares; 2025Q2: 645,724 shares; 2025Q3: 658,484 shares; 2025Q4: 679,099 shares 679,099 $126M 0.08% +20,615 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,769 shares; 2024Q4: 277,861 shares; 2025Q1: 279,161 shares; 2025Q2: 231,677 shares; 2025Q3: 228,571 shares; 2025Q4: 218,899 shares 218,899 $125M 0.08% -9,672 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 628,710 shares; 2025Q1: 680,572 shares; 2025Q2: 740,049 shares; 2025Q3: 700,285 shares; 2025Q4: 715,263 shares 715,263 $122M 0.08% +14,978 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 572,797 shares; 2024Q4: 733,123 shares; 2025Q1: 1,005,788 shares; 2025Q2: 1,722,199 shares; 2025Q3: 2,481,901 shares; 2025Q4: 3,230,962 shares 3,230,962 $122M 0.08% +749,061 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,853,243 shares; 2024Q4: 2,014,166 shares; 2025Q1: 1,840,029 shares; 2025Q2: 1,528,441 shares; 2025Q3: 1,308,032 shares; 2025Q4: 1,168,200 shares 1,168,200 $120M 0.08% -139,832 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,244,963 shares; 2024Q4: 1,373,409 shares; 2025Q1: 1,530,975 shares; 2025Q2: 1,813,974 shares; 2025Q3: 1,929,354 shares; 2025Q4: 2,098,138 shares 2,098,138 $119M 0.08% +168,784 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 995,255 shares; 2024Q4: 1,108,025 shares; 2025Q1: 1,207,291 shares; 2025Q2: 1,310,934 shares; 2025Q3: 1,412,206 shares; 2025Q4: 1,509,757 shares 1,509,757 $119M 0.08% +97,551 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 597,339 shares; 2024Q4: 705,973 shares; 2025Q1: 801,556 shares; 2025Q2: 810,556 shares; 2025Q3: 818,096 shares; 2025Q4: 832,893 shares 832,893 $118M 0.07% +14,797 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283,780 shares; 2024Q4: 280,278 shares; 2025Q1: 279,730 shares; 2025Q2: 281,398 shares; 2025Q3: 268,873 shares; 2025Q4: 238,345 shares 238,345 $115M 0.07% -30,528 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 953,035 shares; 2024Q4: 1,015,945 shares; 2025Q1: 1,083,587 shares; 2025Q2: 1,119,074 shares; 2025Q3: 1,160,592 shares; 2025Q4: 1,201,583 shares 1,201,583 $114M 0.07% +40,991 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,461,831 shares; 2024Q4: 1,250,807 shares; 2025Q1: 1,431,734 shares; 2025Q2: 1,140,471 shares; 2025Q3: 1,205,033 shares; 2025Q4: 1,136,034 shares 1,136,034 $114M 0.07% -68,999 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,007,781 shares; 2024Q4: 1,017,252 shares; 2025Q1: 1,052,487 shares; 2025Q2: 1,073,681 shares; 2025Q3: 1,069,948 shares; 2025Q4: 1,179,604 shares 1,179,604 $114M 0.07% +109,656 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,188,615 shares; 2024Q4: 1,128,390 shares; 2025Q1: 1,234,174 shares; 2025Q2: 1,549,804 shares; 2025Q3: 1,612,602 shares; 2025Q4: 1,959,117 shares 1,959,117 $113M 0.07% +346,515 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,853,436 shares; 2024Q4: 1,955,557 shares; 2025Q1: 1,977,785 shares; 2025Q2: 3,693,479 shares; 2025Q3: 3,500,259 shares; 2025Q4: 3,464,084 shares 3,464,084 $113M 0.07% -36,175 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,042,351 shares; 2024Q4: 2,139,186 shares; 2025Q1: 2,842,573 shares; 2025Q2: 2,382,482 shares; 2025Q3: 2,492,972 shares; 2025Q4: 2,543,461 shares 2,543,461 $113M 0.07% +50,489 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,326 shares; 2024Q4: 215,452 shares; 2025Q1: 219,712 shares; 2025Q2: 223,378 shares; 2025Q3: 223,525 shares; 2025Q4: 194,886 shares 194,886 $112M 0.07% -28,639 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372,434 shares; 2024Q4: 315,827 shares; 2025Q1: 469,679 shares; 2025Q2: 555,351 shares; 2025Q3: 411,862 shares; 2025Q4: 420,044 shares 420,044 $111M 0.07% +8,182 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 585,956 shares; 2024Q4: 605,871 shares; 2025Q1: 629,431 shares; 2025Q2: 651,472 shares; 2025Q3: 663,789 shares; 2025Q4: 598,642 shares 598,642 $110M 0.07% -65,147 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,594 shares; 2024Q4: 4,777 shares; 2025Q1: 243,087 shares; 2025Q2: 683,555 shares; 2025Q3: 1,574,765 shares; 2025Q4: 1,973,250 shares 1,973,250 $110M 0.07% +398,485 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,792,724 shares; 2024Q4: 1,735,120 shares; 2025Q1: 1,649,521 shares; 2025Q2: 1,657,127 shares; 2025Q3: 1,668,475 shares; 2025Q4: 1,654,981 shares 1,654,981 $108M 0.07% -13,494 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 979,563 shares; 2024Q4: 960,601 shares; 2025Q1: 1,119,675 shares; 2025Q2: 1,180,332 shares; 2025Q3: 1,086,265 shares; 2025Q4: 1,290,103 shares 1,290,103 $107M 0.07% +203,838 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,663,796 shares; 2024Q4: 1,783,412 shares; 2025Q1: 1,926,630 shares; 2025Q2: 2,026,164 shares; 2025Q3: 2,111,254 shares; 2025Q4: 2,219,872 shares 2,219,872 $106M 0.07% +108,618 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,034,623 shares; 2024Q4: 1,097,130 shares; 2025Q1: 1,149,622 shares; 2025Q2: 1,215,536 shares; 2025Q3: 1,138,071 shares; 2025Q4: 1,085,736 shares 1,085,736 $105M 0.07% -52,335 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,211,616 shares; 2024Q4: 1,319,829 shares; 2025Q1: 1,533,330 shares; 2025Q2: 1,602,846 shares; 2025Q3: 1,748,498 shares; 2025Q4: 1,841,087 shares 1,841,087 $105M 0.07% +92,589 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 624,860 shares; 2024Q4: 652,028 shares; 2025Q1: 670,455 shares; 2025Q2: 740,204 shares; 2025Q3: 729,891 shares; 2025Q4: 731,399 shares 731,399 $105M 0.07% +1,508 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; 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; 2025Q4: 2,040,068 shares 2,040,068 $104M 0.07% +79,434 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 602,463 shares; 2024Q4: 599,806 shares; 2025Q1: 637,058 shares; 2025Q2: 652,618 shares; 2025Q3: 673,678 shares; 2025Q4: 683,782 shares 683,782 $104M 0.07% +10,104 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 677,157 shares; 2024Q4: 1,591,869 shares; 2025Q1: 2,654,098 shares; 2025Q2: 3,504,539 shares; 2025Q3: 3,791,373 shares; 2025Q4: 3,889,956 shares 3,889,956 $103M 0.07% +98,583 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,802,118 shares; 2024Q4: 3,739,443 shares; 2025Q1: 3,503,824 shares; 2025Q2: 3,477,895 shares; 2025Q3: 3,118,251 shares; 2025Q4: 2,473,907 shares 2,473,907 $102M 0.06% -644,344 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 977,499 shares; 2025Q3: 1,613,682 shares; 2025Q4: 2,631,300 shares 2,631,300 $101M 0.06% +1,017,618 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,382 shares; 2024Q4: 117,901 shares; 2025Q1: 232,918 shares; 2025Q2: 206,975 shares; 2025Q3: 212,786 shares; 2025Q4: 216,291 shares 216,291 $101M 0.06% +3,505 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,838 shares; 2024Q4: 17,488 shares; 2025Q1: 21,424 shares; 2025Q2: 142,775 shares; 2025Q3: 1,206,214 shares; 2025Q4: 2,094,259 shares 2,094,259 $101M 0.06% +888,045 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,332,252 shares; 2024Q4: 1,269,636 shares; 2025Q1: 1,230,406 shares; 2025Q2: 1,243,810 shares; 2025Q3: 1,191,309 shares; 2025Q4: 1,155,527 shares 1,155,527 $99.7M 0.06% -35,782 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,801 shares; 2024Q4: 92,407 shares; 2025Q1: 96,925 shares; 2025Q2: 101,913 shares; 2025Q3: 105,270 shares; 2025Q4: 110,628 shares 110,628 $97.2M 0.06% +5,358 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,469 shares; 2024Q4: 20,711 shares; 2025Q1: 203,069 shares; 2025Q2: 325,321 shares; 2025Q3: 340,883 shares; 2025Q4: 398,492 shares 398,492 $96.6M 0.06% +57,609 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 634,953 shares; 2024Q4: 815,788 shares; 2025Q1: 797,277 shares; 2025Q2: 859,682 shares; 2025Q3: 1,028,220 shares; 2025Q4: 1,056,438 shares 1,056,438 $96.5M 0.06% +28,218 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,228 shares; 2024Q4: 105,115 shares; 2025Q1: 139,025 shares; 2025Q2: 156,954 shares; 2025Q3: 211,528 shares; 2025Q4: 231,454 shares 231,454 $95.5M 0.06% +19,926 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 412,809 shares; 2024Q4: 413,330 shares; 2025Q1: 450,423 shares; 2025Q2: 456,919 shares; 2025Q3: 456,131 shares; 2025Q4: 449,483 shares 449,483 $94.5M 0.06% -6,648 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,311 shares; 2024Q4: 71,562 shares; 2025Q1: 72,743 shares; 2025Q2: 76,781 shares; 2025Q3: 77,881 shares; 2025Q4: 77,425 shares 77,425 $94.1M 0.06% -456 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 785,105 shares; 2024Q4: 795,498 shares; 2025Q1: 821,816 shares; 2025Q2: 849,114 shares; 2025Q3: 838,642 shares; 2025Q4: 840,596 shares 840,596 $93.7M 0.06% +1,954 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 446,568 shares; 2024Q4: 495,690 shares; 2025Q1: 585,057 shares; 2025Q2: 655,027 shares; 2025Q3: 899,734 shares; 2025Q4: 1,042,121 shares 1,042,121 $93M 0.06% +142,387 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,112 shares; 2024Q4: 135,708 shares; 2025Q1: 140,045 shares; 2025Q2: 145,756 shares; 2025Q3: 194,676 shares; 2025Q4: 431,348 shares 431,348 $92.6M 0.06% +236,672 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,853 shares; 2024Q4: 470,272 shares; 2025Q1: 408,291 shares; 2025Q2: 425,853 shares; 2025Q3: 483,011 shares; 2025Q4: 496,967 shares 496,967 $91.5M 0.06% +13,956 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,597 shares; 2024Q4: 166,091 shares; 2025Q1: 174,597 shares; 2025Q2: 197,058 shares; 2025Q3: 228,230 shares; 2025Q4: 302,816 shares 302,816 $91.5M 0.06% +74,586 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,144 shares; 2024Q4: 236,763 shares; 2025Q1: 244,641 shares; 2025Q2: 247,426 shares; 2025Q3: 295,778 shares; 2025Q4: 364,221 shares 364,221 $91.2M 0.06% +68,443 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,006 shares; 2024Q4: 1,254,152 shares; 2025Q1: 1,524,205 shares; 2025Q2: 1,959,197 shares; 2025Q3: 1,940,043 shares; 2025Q4: 1,823,801 shares 1,823,801 $90.9M 0.06% -116,242 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,600 shares; 2024Q4: 33,051 shares; 2025Q1: 37,660 shares; 2025Q2: 253,503 shares; 2025Q3: 260,031 shares; 2025Q4: 785,693 shares 785,693 $90M 0.06% +525,662 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,976 shares; 2024Q4: 134,219 shares; 2025Q1: 145,312 shares; 2025Q2: 643,642 shares; 2025Q3: 669,933 shares; 2025Q4: 761,791 shares 761,791 $88.9M 0.06% +91,858 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 564,183 shares; 2024Q4: 659,679 shares; 2025Q1: 690,832 shares; 2025Q2: 770,868 shares; 2025Q3: 939,478 shares; 2025Q4: 1,064,056 shares 1,064,056 $87.8M 0.06% +124,578 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,715,213 shares; 2024Q4: 1,736,364 shares; 2025Q1: 1,736,189 shares; 2025Q2: 1,785,997 shares; 2025Q3: 1,815,585 shares; 2025Q4: 1,868,856 shares 1,868,856 $87.7M 0.06% +53,271 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,645,549 shares; 2024Q4: 1,772,519 shares; 2025Q1: 1,823,163 shares; 2025Q2: 1,693,569 shares; 2025Q3: 1,928,003 shares; 2025Q4: 1,826,796 shares 1,826,796 $87.3M 0.06% -101,207 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,223,074 shares; 2024Q4: 1,330,909 shares; 2025Q1: 1,635,935 shares; 2025Q2: 1,752,280 shares; 2025Q3: 1,688,751 shares; 2025Q4: 1,374,642 shares 1,374,642 $86.8M 0.05% -314,109 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 487,960 shares; 2024Q4: 922,508 shares; 2025Q1: 989,719 shares; 2025Q2: 2,144,802 shares; 2025Q3: 2,376,482 shares; 2025Q4: 2,530,560 shares 2,530,560 $86.4M 0.05% +154,078 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; 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; 2025Q4: 1,173,277 shares 1,173,277 $86M 0.05% -80,840 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,646,528 shares; 2025Q4: 3,351,216 shares 3,351,216 $85.8M 0.05% -295,312 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,337 shares; 2024Q4: 218,780 shares; 2025Q1: 225,697 shares; 2025Q2: 236,719 shares; 2025Q3: 228,720 shares; 2025Q4: 229,248 shares 229,248 $84.8M 0.05% +528 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 637,483 shares; 2024Q4: 643,778 shares; 2025Q1: 688,878 shares; 2025Q2: 701,987 shares; 2025Q3: 665,112 shares; 2025Q4: 656,867 shares 656,867 $84.7M 0.05% -8,245 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 489,566 shares; 2024Q4: 410,536 shares; 2025Q1: 368,043 shares; 2025Q2: 354,797 shares; 2025Q3: 316,099 shares; 2025Q4: 294,054 shares 294,054 $84.6M 0.05% -22,045 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,514 shares; 2024Q4: 233,041 shares; 2025Q1: 230,265 shares; 2025Q2: 233,650 shares; 2025Q3: 739,010 shares; 2025Q4: 708,226 shares 708,226 $84.5M 0.05% -30,784 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 963,965 shares; 2024Q4: 1,078,420 shares; 2025Q1: 1,493,516 shares; 2025Q2: 1,939,333 shares; 2025Q3: 2,134,204 shares; 2025Q4: 2,199,824 shares 2,199,824 $84.3M 0.05% +65,620 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,367 shares; 2024Q4: 238,160 shares; 2025Q1: 234,275 shares; 2025Q2: 242,829 shares; 2025Q3: 253,175 shares; 2025Q4: 254,890 shares 254,890 $84.1M 0.05% +1,715 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 596,985 shares; 2024Q4: 597,886 shares; 2025Q1: 591,070 shares; 2025Q2: 626,380 shares; 2025Q3: 627,688 shares; 2025Q4: 633,518 shares 633,518 $83.4M 0.05% +5,830 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,719 shares; 2024Q4: 190,483 shares; 2025Q1: 201,351 shares; 2025Q2: 202,336 shares; 2025Q3: 203,673 shares; 2025Q4: 206,669 shares 206,669 $81.4M 0.05% +2,996 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500,805 shares; 2024Q4: 1,555,353 shares; 2025Q1: 1,545,431 shares; 2025Q2: 1,733,258 shares; 2025Q3: 1,806,321 shares; 2025Q4: 1,835,786 shares 1,835,786 $81.4M 0.05% +29,465 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,028 shares; 2024Q4: 194,952 shares; 2025Q1: 782,774 shares; 2025Q2: 738,736 shares; 2025Q3: 1,091,591 shares; 2025Q4: 1,595,066 shares 1,595,066 $81.1M 0.05% +503,475 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; 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; 2025Q4: 1,580,643 shares 1,580,643 $81M 0.05% +120,307 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; 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; 2025Q4: 2,485,406 shares 2,485,406 $80.9M 0.05% +541,777 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,041 shares; 2024Q4: 177,241 shares; 2025Q1: 409,888 shares; 2025Q2: 431,519 shares; 2025Q3: 383,772 shares; 2025Q4: 407,067 shares 407,067 $79.3M 0.05% +23,295 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 554,405 shares; 2024Q4: 616,302 shares; 2025Q1: 560,266 shares; 2025Q2: 537,240 shares; 2025Q3: 541,497 shares; 2025Q4: 550,701 shares 550,701 $78.9M 0.05% +9,204 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,325 shares; 2024Q4: 272,595 shares; 2025Q1: 316,672 shares; 2025Q2: 369,743 shares; 2025Q3: 426,451 shares; 2025Q4: 394,891 shares 394,891 $78.9M 0.05% -31,560 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 520,876 shares; 2024Q4: 560,502 shares; 2025Q1: 610,862 shares; 2025Q2: 589,353 shares; 2025Q3: 605,710 shares; 2025Q4: 655,059 shares 655,059 $78.8M 0.05% +49,349 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,349 shares; 2024Q4: 16,315 shares; 2025Q1: 65,013 shares; 2025Q2: 67,566 shares; 2025Q3: 108,445 shares; 2025Q4: 512,748 shares 512,748 $78.5M 0.05% +404,303 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,738 shares; 2024Q4: 315,855 shares; 2025Q1: 336,371 shares; 2025Q2: 354,686 shares; 2025Q3: 367,568 shares; 2025Q4: 366,780 shares 366,780 $77.7M 0.05% -788 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 386,357 shares; 2024Q4: 359,240 shares; 2025Q1: 375,768 shares; 2025Q2: 361,933 shares; 2025Q3: 359,082 shares; 2025Q4: 368,778 shares 368,778 $76.3M 0.05% +9,696 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 127,337 shares; 2025Q1: 556,739 shares; 2025Q2: 654,181 shares; 2025Q3: 500,191 shares; 2025Q4: 576,991 shares 576,991 $75.6M 0.05% +76,800 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 639,834 shares; 2024Q4: 697,550 shares; 2025Q1: 652,002 shares; 2025Q2: 672,571 shares; 2025Q3: 614,168 shares; 2025Q4: 661,270 shares 661,270 $75.3M 0.05% +47,102 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,936 shares; 2024Q4: 148,763 shares; 2025Q1: 336,313 shares; 2025Q2: 363,785 shares; 2025Q3: 446,648 shares; 2025Q4: 459,330 shares 459,330 $73.7M 0.05% +12,682 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 773,696 shares; 2024Q4: 798,695 shares; 2025Q1: 806,283 shares; 2025Q2: 967,468 shares; 2025Q3: 962,042 shares; 2025Q4: 994,257 shares 994,257 $73.1M 0.05% +32,215 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,826 shares; 2024Q4: 21,495 shares; 2025Q1: 21,210 shares; 2025Q2: 34,281 shares; 2025Q3: 117,387 shares; 2025Q4: 128,681 shares 128,681 $72.9M 0.05% +11,294 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 475,598 shares; 2024Q4: 527,857 shares; 2025Q1: 1,720,414 shares; 2025Q2: 1,680,724 shares; 2025Q3: 1,596,149 shares; 2025Q4: 1,227,063 shares 1,227,063 $72.7M 0.05% -369,086 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,211,377 shares; 2024Q4: 1,256,362 shares; 2025Q1: 1,326,326 shares; 2025Q2: 1,402,146 shares; 2025Q3: 1,476,417 shares; 2025Q4: 1,518,739 shares 1,518,739 $71.2M 0.05% +42,322 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 747,800 shares; 2024Q4: 756,171 shares; 2025Q1: 788,865 shares; 2025Q2: 597,456 shares; 2025Q3: 593,186 shares; 2025Q4: 643,647 shares 643,647 $70.9M 0.04% +50,461 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,637,267 shares; 2024Q4: 4,073,651 shares; 2025Q1: 2,774,172 shares; 2025Q2: 2,314,734 shares; 2025Q3: 1,722,851 shares; 2025Q4: 1,596,474 shares 1,596,474 $70.8M 0.04% -126,377 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377,559 shares; 2024Q4: 400,782 shares; 2025Q1: 410,414 shares; 2025Q2: 574,080 shares; 2025Q3: 661,120 shares; 2025Q4: 694,641 shares 694,641 $70.6M 0.04% +33,521 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,030 shares; 2024Q4: 252,169 shares; 2025Q1: 231,403 shares; 2025Q2: 292,925 shares; 2025Q3: 305,684 shares; 2025Q4: 313,356 shares 313,356 $70.4M 0.04% +7,672 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 660,111 shares; 2024Q4: 718,219 shares; 2025Q1: 749,398 shares; 2025Q2: 673,610 shares; 2025Q3: 672,079 shares; 2025Q4: 735,852 shares 735,852 $70.2M 0.04% +63,773 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,228 shares; 2024Q4: 61,197 shares; 2025Q1: 63,815 shares; 2025Q2: 68,619 shares; 2025Q3: 69,146 shares; 2025Q4: 79,264 shares 79,264 $69.7M 0.04% +10,118 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,799 shares; 2024Q4: 113,701 shares; 2025Q1: 116,310 shares; 2025Q2: 113,936 shares; 2025Q3: 118,931 shares; 2025Q4: 119,839 shares 119,839 $69.4M 0.04% +908 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 802,417 shares; 2024Q4: 1,245,092 shares; 2025Q1: 3,693,991 shares; 2025Q2: 1,418,617 shares; 2025Q3: 1,293,614 shares; 2025Q4: 2,613,565 shares 2,613,565 $69.2M 0.04% +1,319,951 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 683,913 shares; 2024Q4: 709,399 shares; 2025Q1: 754,700 shares; 2025Q2: 882,815 shares; 2025Q3: 910,474 shares; 2025Q4: 837,055 shares 837,055 $69M 0.04% -73,419 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,340,029 shares; 2024Q4: 1,351,928 shares; 2025Q1: 934,461 shares; 2025Q2: 963,621 shares; 2025Q3: 713,927 shares; 2025Q4: 616,308 shares 616,308 $68.9M 0.04% -97,619 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; 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; 2025Q4: 1,164,381 shares 1,164,381 $68.4M 0.04% +56,697 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,177,896 shares; 2024Q4: 1,293,802 shares; 2025Q1: 1,461,787 shares; 2025Q2: 1,129,283 shares; 2025Q3: 1,066,771 shares; 2025Q4: 1,047,106 shares 1,047,106 $68.2M 0.04% -19,665 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,601 shares; 2024Q4: 1,006,814 shares; 2025Q1: 1,146,872 shares; 2025Q2: 1,363,925 shares; 2025Q3: 1,427,121 shares; 2025Q4: 1,514,610 shares 1,514,610 $68.1M 0.04% +87,489 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,472 shares; 2024Q4: 242,209 shares; 2025Q1: 225,197 shares; 2025Q2: 235,008 shares; 2025Q3: 1,337,200 shares; 2025Q4: 1,379,694 shares 1,379,694 $67.9M 0.04% +42,494 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 603,472 shares; 2024Q4: 638,031 shares; 2025Q1: 726,769 shares; 2025Q2: 781,778 shares; 2025Q3: 804,983 shares; 2025Q4: 841,443 shares 841,443 $67.2M 0.04% +36,460 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288,410 shares; 2024Q4: 344,717 shares; 2025Q1: 409,309 shares; 2025Q2: 1,560,622 shares; 2025Q3: 1,660,809 shares; 2025Q4: 1,729,901 shares 1,729,901 $65.9M 0.04% +69,092 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,511 shares; 2024Q4: 206,366 shares; 2025Q1: 198,310 shares; 2025Q2: 219,510 shares; 2025Q3: 213,299 shares; 2025Q4: 217,577 shares 217,577 $65.5M 0.04% +4,278 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 463,863 shares; 2024Q4: 411,434 shares; 2025Q1: 420,313 shares; 2025Q2: 443,310 shares; 2025Q3: 444,709 shares; 2025Q4: 436,808 shares 436,808 $64.9M 0.04% -7,901 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 797,354 shares; 2024Q4: 867,277 shares; 2025Q1: 850,769 shares; 2025Q2: 778,761 shares; 2025Q3: 741,301 shares; 2025Q4: 772,833 shares 772,833 $64.6M 0.04% +31,532 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,067 shares; 2024Q4: 312,216 shares; 2025Q1: 384,359 shares; 2025Q2: 428,074 shares; 2025Q3: 412,499 shares; 2025Q4: 420,353 shares 420,353 $64.6M 0.04% +7,854 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,287,735 shares 4,287,735 $64.3M 0.04% new Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 303,481 shares; 2024Q4: 304,543 shares; 2025Q1: 414,427 shares; 2025Q2: 299,684 shares; 2025Q3: 357,855 shares; 2025Q4: 306,533 shares 306,533 $64.1M 0.04% -51,322 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,614 shares; 2024Q4: 158,258 shares; 2025Q1: 252,544 shares; 2025Q2: 310,424 shares; 2025Q3: 625,976 shares; 2025Q4: 1,204,125 shares 1,204,125 $63.5M 0.04% +578,149 Timeline HFSI HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,789,163 shares 1,789,163 $63.5M 0.04% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419,560 shares; 2024Q4: 458,632 shares; 2025Q1: 486,406 shares; 2025Q2: 534,247 shares; 2025Q3: 543,766 shares; 2025Q4: 555,856 shares 555,856 $62.1M 0.04% +12,090 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,298 shares; 2024Q4: 206,503 shares; 2025Q1: 209,022 shares; 2025Q2: 213,114 shares; 2025Q3: 216,233 shares; 2025Q4: 268,350 shares 268,350 $62.1M 0.04% +52,117 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,826 shares; 2024Q4: 227,417 shares; 2025Q1: 678,155 shares; 2025Q2: 682,309 shares; 2025Q3: 697,971 shares; 2025Q4: 729,995 shares 729,995 $62M 0.04% +32,024 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; 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; 2025Q4: 1,582,613 shares 1,582,613 $61.9M 0.04% +79,845 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,666 shares; 2024Q4: 248,959 shares; 2025Q1: 249,714 shares; 2025Q2: 261,036 shares; 2025Q3: 262,908 shares; 2025Q4: 270,573 shares 270,573 $61.8M 0.04% +7,665 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,883 shares; 2024Q4: 105,938 shares; 2025Q1: 107,505 shares; 2025Q2: 109,399 shares; 2025Q3: 109,743 shares; 2025Q4: 132,736 shares 132,736 $61.8M 0.04% +22,993 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450,593 shares; 2024Q4: 593,128 shares; 2025Q1: 713,054 shares; 2025Q2: 795,510 shares; 2025Q3: 966,347 shares; 2025Q4: 1,088,010 shares 1,088,010 $61.7M 0.04% +121,663 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,648 shares; 2024Q4: 275,019 shares; 2025Q1: 271,408 shares; 2025Q2: 268,949 shares; 2025Q3: 292,373 shares; 2025Q4: 290,215 shares 290,215 $61.5M 0.04% -2,158 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374,126 shares; 2024Q4: 389,238 shares; 2025Q1: 405,663 shares; 2025Q2: 437,820 shares; 2025Q3: 447,204 shares; 2025Q4: 459,792 shares 459,792 $61M 0.04% +12,588 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,330,779 shares; 2024Q4: 1,335,306 shares; 2025Q1: 1,973,666 shares; 2025Q2: 1,896,185 shares; 2025Q3: 1,969,299 shares; 2025Q4: 2,167,671 shares 2,167,671 $60.8M 0.04% +198,372 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 766,875 shares; 2024Q4: 774,413 shares; 2025Q1: 806,548 shares; 2025Q2: 824,684 shares; 2025Q3: 830,963 shares; 2025Q4: 869,510 shares 869,510 $60.8M 0.04% +38,547 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,653 shares; 2024Q4: 38,034 shares; 2025Q1: 35,437 shares; 2025Q2: 91,652 shares; 2025Q3: 80,252 shares; 2025Q4: 1,742,634 shares 1,742,634 $60.1M 0.04% +1,662,382 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,637 shares; 2024Q4: 205,027 shares; 2025Q1: 537,739 shares; 2025Q2: 422,266 shares; 2025Q3: 447,340 shares; 2025Q4: 467,554 shares 467,554 $58.9M 0.04% +20,214 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,524 shares; 2024Q4: 152,384 shares; 2025Q1: 217,716 shares; 2025Q2: 235,487 shares; 2025Q3: 251,728 shares; 2025Q4: 259,800 shares 259,800 $58.6M 0.04% +8,072 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,796 shares; 2024Q4: 134,196 shares; 2025Q1: 169,288 shares; 2025Q2: 215,563 shares; 2025Q3: 236,338 shares; 2025Q4: 233,151 shares 233,151 $58.6M 0.04% -3,187 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,287 shares; 2024Q4: 63,915 shares; 2025Q1: 70,951 shares; 2025Q2: 76,115 shares; 2025Q3: 76,311 shares; 2025Q4: 181,716 shares 181,716 $57.9M 0.04% +105,405 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,915 shares; 2024Q4: 143,635 shares; 2025Q1: 119,310 shares; 2025Q2: 132,584 shares; 2025Q3: 107,582 shares; 2025Q4: 109,736 shares 109,736 $57.3M 0.04% +2,154 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 614,619 shares; 2024Q4: 635,693 shares; 2025Q1: 555,110 shares; 2025Q2: 565,995 shares; 2025Q3: 606,694 shares; 2025Q4: 625,054 shares 625,054 $57.2M 0.04% +18,360 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,003,921 shares; 2024Q4: 1,406,576 shares; 2025Q1: 265,237 shares; 2025Q2: 388,265 shares; 2025Q3: 398,320 shares; 2025Q4: 600,718 shares 600,718 $56.4M 0.04% +202,398 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,933 shares; 2024Q4: 20,943 shares; 2025Q1: 102,970 shares; 2025Q2: 113,386 shares; 2025Q3: 120,267 shares; 2025Q4: 126,599 shares 126,599 $56.2M 0.04% +6,332 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 669,364 shares; 2024Q4: 320,785 shares; 2025Q1: 289,776 shares; 2025Q2: 311,495 shares; 2025Q3: 309,706 shares; 2025Q4: 314,398 shares 314,398 $55.9M 0.04% +4,692 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; 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; 2025Q4: 1,446,939 shares 1,446,939 $55.5M 0.04% -182,348 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90,784 shares; 2025Q3: 1,355,255 shares; 2025Q4: 1,736,735 shares 1,736,735 $55.5M 0.04% +381,480 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,061 shares; 2024Q4: 93,766 shares; 2025Q1: 253,618 shares; 2025Q2: 936,430 shares; 2025Q3: 1,066,226 shares; 2025Q4: 1,115,706 shares 1,115,706 $55.3M 0.03% +49,480 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,678 shares; 2024Q4: 174,140 shares; 2025Q1: 179,660 shares; 2025Q2: 187,491 shares; 2025Q3: 187,840 shares; 2025Q4: 191,571 shares 191,571 $55M 0.03% +3,731 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,921 shares; 2024Q4: 11,466 shares; 2025Q1: 152,364 shares; 2025Q2: 169,450 shares; 2025Q3: 179,727 shares; 2025Q4: 187,437 shares 187,437 $55M 0.03% +7,710 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,231,742 shares; 2025Q4: 2,210,251 shares 2,210,251 $54.8M 0.03% -21,491 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 775,253 shares; 2024Q4: 754,499 shares; 2025Q1: 778,967 shares; 2025Q2: 603,531 shares; 2025Q3: 584,674 shares; 2025Q4: 544,518 shares 544,518 $54.4M 0.03% -40,156 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,055 shares; 2024Q4: 536,300 shares; 2025Q1: 333,518 shares; 2025Q2: 814,598 shares; 2025Q3: 975,462 shares; 2025Q4: 965,916 shares 965,916 $54.3M 0.03% -9,546 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,768,971 shares 2,768,971 $54.1M 0.03% +342,199 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 966,547 shares; 2024Q4: 988,267 shares; 2025Q1: 912,501 shares; 2025Q2: 545,763 shares; 2025Q3: 515,424 shares; 2025Q4: 516,693 shares 516,693 $53.5M 0.03% +1,269 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,370 shares; 2024Q4: 141,288 shares; 2025Q1: 149,709 shares; 2025Q2: 158,136 shares; 2025Q3: 154,860 shares; 2025Q4: 149,552 shares 149,552 $52.4M 0.03% -5,308 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 623,166 shares; 2024Q4: 702,464 shares; 2025Q1: 796,139 shares; 2025Q2: 833,495 shares; 2025Q3: 858,092 shares; 2025Q4: 1,046,614 shares 1,046,614 $52.3M 0.03% +188,522 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 438,612 shares; 2024Q4: 500,437 shares; 2025Q1: 503,918 shares; 2025Q2: 560,574 shares; 2025Q3: 604,825 shares; 2025Q4: 693,459 shares 693,459 $52.3M 0.03% +88,634 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,368 shares; 2024Q4: 2,535 shares; 2025Q1: 3,904 shares; 2025Q2: 3,812 shares; 2025Q3: 7,082 shares; 2025Q4: 327,353 shares 327,353 $52.1M 0.03% +320,271 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 591,690 shares; 2024Q4: 607,487 shares; 2025Q1: 583,080 shares; 2025Q2: 591,062 shares; 2025Q3: 630,381 shares; 2025Q4: 663,595 shares 663,595 $51.4M 0.03% +33,214 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,705 shares; 2024Q4: 49,328 shares; 2025Q1: 51,828 shares; 2025Q2: 54,374 shares; 2025Q3: 57,947 shares; 2025Q4: 548,123 shares 548,123 $51.4M 0.03% +490,176 Timeline BCTK BARON ETF TR More: the full row for BARON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,043,883 shares 2,043,883 $51.3M 0.03% new Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 954,675 shares; 2024Q4: 861,073 shares; 2025Q1: 945,408 shares; 2025Q2: 994,827 shares; 2025Q3: 1,058,191 shares; 2025Q4: 1,031,922 shares 1,031,922 $51M 0.03% -26,269 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,288 shares; 2024Q4: 1,270 shares; 2025Q1: 489,353 shares; 2025Q2: 629,035 shares; 2025Q3: 463,891 shares; 2025Q4: 468,004 shares 468,004 $50.8M 0.03% +4,113 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342,030 shares; 2024Q4: 352,210 shares; 2025Q1: 362,584 shares; 2025Q2: 315,813 shares; 2025Q3: 332,675 shares; 2025Q4: 313,028 shares 313,028 $50.7M 0.03% -19,647 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,634 shares; 2024Q4: 404,238 shares; 2025Q1: 242,884 shares; 2025Q2: 235,955 shares; 2025Q3: 231,577 shares; 2025Q4: 596,087 shares 596,087 $50.5M 0.03% +364,510 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 645 shares; 2025Q2: not reported; 2025Q3: 701,141 shares; 2025Q4: 1,872,451 shares 1,872,451 $50M 0.03% +1,171,310 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451,302 shares; 2024Q4: 466,813 shares; 2025Q1: 487,382 shares; 2025Q2: 517,029 shares; 2025Q3: 522,519 shares; 2025Q4: 530,561 shares 530,561 $49.7M 0.03% +8,042 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,382 shares; 2024Q4: 284,403 shares; 2025Q1: 418,997 shares; 2025Q2: 422,344 shares; 2025Q3: 414,424 shares; 2025Q4: 368,508 shares 368,508 $49.2M 0.03% -45,916 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 978,940 shares; 2024Q4: 924,557 shares; 2025Q1: 883,469 shares; 2025Q2: 815,673 shares; 2025Q3: 798,161 shares; 2025Q4: 768,076 shares 768,076 $49.2M 0.03% -30,085 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327,373 shares; 2024Q4: 613,201 shares; 2025Q1: 604,935 shares; 2025Q2: 621,816 shares; 2025Q3: 789,161 shares; 2025Q4: 1,020,555 shares 1,020,555 $49M 0.03% +231,394 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 422,120 shares; 2024Q4: 404,303 shares; 2025Q1: 436,941 shares; 2025Q2: 444,708 shares; 2025Q3: 450,844 shares; 2025Q4: 442,396 shares 442,396 $48.6M 0.03% -8,448 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 582,020 shares; 2024Q4: 582,993 shares; 2025Q1: 538,840 shares; 2025Q2: 540,284 shares; 2025Q3: 560,167 shares; 2025Q4: 575,895 shares 575,895 $48.5M 0.03% +15,728 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 511,565 shares; 2024Q4: 519,176 shares; 2025Q1: 481,052 shares; 2025Q2: 497,380 shares; 2025Q3: 505,397 shares; 2025Q4: 288,381 shares 288,381 $48.4M 0.03% -217,016 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312,302 shares; 2024Q4: 357,114 shares; 2025Q1: 376,496 shares; 2025Q2: 407,457 shares; 2025Q3: 470,100 shares; 2025Q4: 746,397 shares 746,397 $48.1M 0.03% +276,297 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,127 shares; 2024Q4: 2,516 shares; 2025Q1: 87,693 shares; 2025Q2: 98,138 shares; 2025Q3: 101,421 shares; 2025Q4: 134,221 shares 134,221 $47.9M 0.03% +32,800 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,800 shares; 2024Q4: 255,078 shares; 2025Q1: 263,881 shares; 2025Q2: 281,758 shares; 2025Q3: 286,355 shares; 2025Q4: 293,657 shares 293,657 $47.8M 0.03% +7,302 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,373 shares; 2024Q4: 236,631 shares; 2025Q1: 316,502 shares; 2025Q2: 214,133 shares; 2025Q3: 210,805 shares; 2025Q4: 232,088 shares 232,088 $47.7M 0.03% +21,283 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,532 shares; 2024Q4: 282,043 shares; 2025Q1: 72,415 shares; 2025Q2: 70,186 shares; 2025Q3: 870,552 shares; 2025Q4: 811,383 shares 811,383 $47.5M 0.03% -59,169 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,590 shares; 2024Q4: 7,378 shares; 2025Q1: 180,235 shares; 2025Q2: 189,313 shares; 2025Q3: 202,483 shares; 2025Q4: 210,784 shares 210,784 $47.4M 0.03% +8,301 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,687 shares; 2024Q4: 98,015 shares; 2025Q1: 301,932 shares; 2025Q2: 169,019 shares; 2025Q3: 175,071 shares; 2025Q4: 181,846 shares 181,846 $46.6M 0.03% +6,775 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,969 shares; 2024Q4: 262,395 shares; 2025Q1: 272,884 shares; 2025Q2: 293,480 shares; 2025Q3: 305,006 shares; 2025Q4: 323,090 shares 323,090 $46.4M 0.03% +18,084 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,029 shares; 2024Q4: 110,008 shares; 2025Q1: 116,986 shares; 2025Q2: 130,198 shares; 2025Q3: 142,006 shares; 2025Q4: 148,536 shares 148,536 $45.8M 0.03% +6,530 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,218 shares; 2024Q4: 107,107 shares; 2025Q1: 135,369 shares; 2025Q2: 137,251 shares; 2025Q3: 144,353 shares; 2025Q4: 158,906 shares 158,906 $45.4M 0.03% +14,553 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,511 shares; 2024Q4: 122,941 shares; 2025Q1: 129,545 shares; 2025Q2: 273,388 shares; 2025Q3: 283,799 shares; 2025Q4: 289,027 shares 289,027 $44.6M 0.03% +5,228 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,309 shares; 2024Q4: 22,383 shares; 2025Q1: 15,045 shares; 2025Q2: 14,727 shares; 2025Q3: 66,830 shares; 2025Q4: 67,212 shares 67,212 $44.5M 0.03% +382 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431,819 shares; 2024Q4: 409,861 shares; 2025Q1: 456,296 shares; 2025Q2: 504,393 shares; 2025Q3: 1,036,551 shares; 2025Q4: 1,125,288 shares 1,125,288 $44.4M 0.03% +88,737 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,117 shares; 2024Q4: 13,934 shares; 2025Q1: 13,830 shares; 2025Q2: 17,025 shares; 2025Q3: 20,299 shares; 2025Q4: 423,266 shares 423,266 $44.1M 0.03% +402,967 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,919 shares; 2024Q4: 174,718 shares; 2025Q1: 295,482 shares; 2025Q2: 280,638 shares; 2025Q3: 389,315 shares; 2025Q4: 448,299 shares 448,299 $44.1M 0.03% +58,984 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,380 shares; 2024Q4: 306,996 shares; 2025Q1: 314,492 shares; 2025Q2: 300,352 shares; 2025Q3: 304,147 shares; 2025Q4: 416,488 shares 416,488 $43.8M 0.03% +112,341 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390,367 shares; 2024Q4: 385,747 shares; 2025Q1: 353,902 shares; 2025Q2: 344,919 shares; 2025Q3: 341,192 shares; 2025Q4: 309,870 shares 309,870 $43.7M 0.03% -31,322 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; 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; 2025Q4: 1,877,361 shares 1,877,361 $43.5M 0.03% +304,768 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318,739 shares; 2024Q4: 349,120 shares; 2025Q1: 377,463 shares; 2025Q2: 378,421 shares; 2025Q3: 380,488 shares; 2025Q4: 382,223 shares 382,223 $43.5M 0.03% +1,735 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,698 shares; 2024Q4: 120,769 shares; 2025Q1: 132,647 shares; 2025Q2: 133,784 shares; 2025Q3: 135,343 shares; 2025Q4: 133,426 shares 133,426 $43.2M 0.03% -1,917 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; 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; 2025Q4: 1,131,143 shares 1,131,143 $43.2M 0.03% +355,835 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,118 shares; 2024Q4: 10,631 shares; 2025Q1: 9,958 shares; 2025Q2: 16,922 shares; 2025Q3: 212,049 shares; 2025Q4: 219,445 shares 219,445 $42.8M 0.03% +7,396 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 785,446 shares; 2024Q4: 697,680 shares; 2025Q1: 593,037 shares; 2025Q2: 590,258 shares; 2025Q3: 374,826 shares; 2025Q4: 374,146 shares 374,146 $42.6M 0.03% -680 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,613 shares; 2024Q4: 179,580 shares; 2025Q1: 363,127 shares; 2025Q2: 441,605 shares; 2025Q3: 507,360 shares; 2025Q4: 581,644 shares 581,644 $41.9M 0.03% +74,284 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,604,360 shares; 2024Q4: 4,286,559 shares; 2025Q1: 3,398,939 shares; 2025Q2: 3,250,499 shares; 2025Q3: 3,070,816 shares; 2025Q4: 3,148,011 shares 3,148,011 $41.7M 0.03% +77,195 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 418,084 shares; 2024Q4: 440,766 shares; 2025Q1: 626,325 shares; 2025Q2: 654,539 shares; 2025Q3: 618,991 shares; 2025Q4: 862,120 shares 862,120 $41.7M 0.03% +243,129 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 281 shares; 2025Q1: 173 shares; 2025Q2: 355 shares; 2025Q3: 718 shares; 2025Q4: 189,015 shares 189,015 $41.1M 0.03% +188,297 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,825 shares; 2024Q4: 134,228 shares; 2025Q1: 130,723 shares; 2025Q2: 128,158 shares; 2025Q3: 126,205 shares; 2025Q4: 127,183 shares 127,183 $41.1M 0.03% +978 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 799,723 shares; 2024Q4: 776,543 shares; 2025Q1: 448,817 shares; 2025Q2: 576,109 shares; 2025Q3: 594,404 shares; 2025Q4: 587,004 shares 587,004 $40.9M 0.03% -7,400 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,632 shares; 2024Q4: 265,802 shares; 2025Q1: 273,162 shares; 2025Q2: 307,822 shares; 2025Q3: 304,046 shares; 2025Q4: 308,002 shares 308,002 $40.3M 0.03% +3,956 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,924 shares; 2024Q4: 314,247 shares; 2025Q1: 306,548 shares; 2025Q2: 355,463 shares; 2025Q3: 400,267 shares; 2025Q4: 398,030 shares 398,030 $39.9M 0.03% -2,237 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465,469 shares; 2024Q4: 473,816 shares; 2025Q1: 350,344 shares; 2025Q2: 365,071 shares; 2025Q3: 373,385 shares; 2025Q4: 387,312 shares 387,312 $39.7M 0.03% +13,927 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 635,774 shares; 2024Q4: 729,193 shares; 2025Q1: 746,300 shares; 2025Q2: 802,732 shares; 2025Q3: 840,605 shares; 2025Q4: 1,121,827 shares 1,121,827 $39.4M 0.02% +281,222 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,496 shares; 2024Q4: 288,771 shares; 2025Q1: 343,371 shares; 2025Q2: 352,788 shares; 2025Q3: 369,561 shares; 2025Q4: 455,037 shares 455,037 $38.8M 0.02% +85,476 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,849,123 shares; 2024Q4: 1,762,972 shares; 2025Q1: 1,073,101 shares; 2025Q2: 1,016,059 shares; 2025Q3: 996,356 shares; 2025Q4: 993,704 shares 993,704 $38.4M 0.02% -2,652 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,018,366 shares; 2025Q4: 1,542,772 shares 1,542,772 $38.3M 0.02% +524,406 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,134,422 shares; 2024Q4: 1,214,999 shares; 2025Q1: 1,446,184 shares; 2025Q2: 1,475,137 shares; 2025Q3: 501,567 shares; 2025Q4: 622,017 shares 622,017 $36.5M 0.02% +120,450 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,715 shares; 2024Q4: 1,576 shares; 2025Q1: 1,620 shares; 2025Q2: 1,987 shares; 2025Q3: 1,981 shares; 2025Q4: 179,743 shares 179,743 $36.5M 0.02% +177,762 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 343,008 shares; 2024Q4: 463,859 shares; 2025Q1: 512,913 shares; 2025Q2: 622,816 shares; 2025Q3: 665,488 shares; 2025Q4: 664,484 shares 664,484 $36.4M 0.02% -1,004 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,166 shares; 2024Q4: 5,323 shares; 2025Q1: 8,361 shares; 2025Q2: 9,358 shares; 2025Q3: 237,125 shares; 2025Q4: 348,722 shares 348,722 $36.2M 0.02% +111,597 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 515,430 shares; 2024Q4: 512,331 shares; 2025Q1: 522,897 shares; 2025Q2: 536,501 shares; 2025Q3: 535,867 shares; 2025Q4: 531,445 shares 531,445 $35.6M 0.02% -4,422 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,965 shares; 2024Q4: 229,894 shares; 2025Q1: 214,399 shares; 2025Q2: 263,095 shares; 2025Q3: 333,136 shares; 2025Q4: 471,987 shares 471,987 $35.3M 0.02% +138,851 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,229 shares; 2024Q4: 22,515 shares; 2025Q1: 22,817 shares; 2025Q2: 780,500 shares; 2025Q3: 856,471 shares; 2025Q4: 929,679 shares 929,679 $35.3M 0.02% +73,208 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 593,007 shares; 2024Q4: 619,704 shares; 2025Q1: 629,497 shares; 2025Q2: 621,236 shares; 2025Q3: 626,317 shares; 2025Q4: 640,977 shares 640,977 $35.3M 0.02% +14,660 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,360 shares; 2024Q4: 34,941 shares; 2025Q1: 36,559 shares; 2025Q2: 25,831 shares; 2025Q3: 48,666 shares; 2025Q4: 985,653 shares 985,653 $35M 0.02% +936,987 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324,403 shares; 2024Q4: 299,849 shares; 2025Q1: 302,213 shares; 2025Q2: 263,004 shares; 2025Q3: 262,143 shares; 2025Q4: 276,999 shares 276,999 $34.9M 0.02% +14,856 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,853 shares; 2024Q4: 122,690 shares; 2025Q1: 114,945 shares; 2025Q2: 115,917 shares; 2025Q3: 115,677 shares; 2025Q4: 114,062 shares 114,062 $34.9M 0.02% -1,615 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; 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; 2025Q4: 1,213,929 shares 1,213,929 $34.8M 0.02% +16,635 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,704 shares; 2024Q4: 29,904 shares; 2025Q1: 45,596 shares; 2025Q2: 48,549 shares; 2025Q3: 49,357 shares; 2025Q4: 32,452 shares 32,452 $34.7M 0.02% -16,905 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,177 shares; 2024Q4: 90,620 shares; 2025Q1: 94,774 shares; 2025Q2: 107,564 shares; 2025Q3: 113,368 shares; 2025Q4: 116,619 shares 116,619 $34.5M 0.02% +3,251 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,654 shares; 2024Q4: 237,461 shares; 2025Q1: 380,777 shares; 2025Q2: 351,020 shares; 2025Q3: 352,350 shares; 2025Q4: 398,661 shares 398,661 $34.2M 0.02% +46,311 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415,419 shares; 2024Q4: 404,328 shares; 2025Q1: 408,763 shares; 2025Q2: 426,427 shares; 2025Q3: 442,612 shares; 2025Q4: 443,637 shares 443,637 $34.2M 0.02% +1,025 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,627 shares; 2024Q4: 42,444 shares; 2025Q1: 136,055 shares; 2025Q2: 197,084 shares; 2025Q3: 503,045 shares; 2025Q4: 331,428 shares 331,428 $33.9M 0.02% -171,617 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 566,046 shares; 2024Q4: 610,873 shares; 2025Q1: 635,078 shares; 2025Q2: 680,234 shares; 2025Q3: 694,345 shares; 2025Q4: 767,299 shares 767,299 $33.9M 0.02% +72,954 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,898 shares; 2024Q4: 138,003 shares; 2025Q1: 169,611 shares; 2025Q2: 236,618 shares; 2025Q3: 236,899 shares; 2025Q4: 278,348 shares 278,348 $33.8M 0.02% +41,449 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 3,359 shares; 2025Q1: 88,912 shares; 2025Q2: 307,697 shares; 2025Q3: 326,745 shares; 2025Q4: 360,777 shares 360,777 $33.7M 0.02% +34,032 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318,079 shares; 2024Q4: 352,942 shares; 2025Q1: 353,733 shares; 2025Q2: 274,503 shares; 2025Q3: 282,781 shares; 2025Q4: 236,776 shares 236,776 $33.4M 0.02% -46,005 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; 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; 2025Q4: 2,588,133 shares 2,588,133 $33.4M 0.02% +238,681 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 711,708 shares; 2024Q4: 369,706 shares; 2025Q1: 302,640 shares; 2025Q2: 276,900 shares; 2025Q3: 274,800 shares; 2025Q4: 265,706 shares 265,706 $33.3M 0.02% -9,094 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,755 shares; 2024Q4: 262,643 shares; 2025Q1: 269,019 shares; 2025Q2: 290,939 shares; 2025Q3: 288,570 shares; 2025Q4: 289,886 shares 289,886 $33M 0.02% +1,316 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,082 shares; 2025Q3: 179,220 shares; 2025Q4: 1,079,169 shares 1,079,169 $32.9M 0.02% +899,949 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377,434 shares; 2024Q4: 403,682 shares; 2025Q1: 386,236 shares; 2025Q2: 461,494 shares; 2025Q3: 535,496 shares; 2025Q4: 597,847 shares 597,847 $32.7M 0.02% +62,351 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,542,394 shares; 2024Q4: 1,468,424 shares; 2025Q1: 1,283,528 shares; 2025Q2: 1,162,781 shares; 2025Q3: 1,160,785 shares; 2025Q4: 1,044,760 shares 1,044,760 $32.3M 0.02% -116,025 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 928,832 shares; 2024Q4: 974,625 shares; 2025Q1: 943,412 shares; 2025Q2: 969,658 shares; 2025Q3: 986,941 shares; 2025Q4: 979,421 shares 979,421 $32.3M 0.02% -7,520 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,600 shares; 2024Q4: 160,625 shares; 2025Q1: 179,758 shares; 2025Q2: 184,321 shares; 2025Q3: 194,295 shares; 2025Q4: 200,371 shares 200,371 $32.3M 0.02% +6,076 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,610 shares; 2024Q4: 226,517 shares; 2025Q1: 264,532 shares; 2025Q2: 327,325 shares; 2025Q3: 377,844 shares; 2025Q4: 449,471 shares 449,471 $32.1M 0.02% +71,627 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 351,073 shares; 2024Q4: 249,768 shares; 2025Q1: 242,702 shares; 2025Q2: 217,308 shares; 2025Q3: 234,769 shares; 2025Q4: 223,334 shares 223,334 $32.1M 0.02% -11,435 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 654,718 shares; 2024Q4: 524,173 shares; 2025Q1: 628,446 shares; 2025Q2: 504,035 shares; 2025Q3: 529,317 shares; 2025Q4: 571,084 shares 571,084 $31.9M 0.02% +41,767 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,134 shares; 2024Q4: 175,942 shares; 2025Q1: 229,702 shares; 2025Q2: 284,246 shares; 2025Q3: 253,280 shares; 2025Q4: 276,526 shares 276,526 $31.7M 0.02% +23,246 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 826,225 shares; 2024Q4: 840,605 shares; 2025Q1: 725,451 shares; 2025Q2: 713,074 shares; 2025Q3: 718,036 shares; 2025Q4: 733,447 shares 733,447 $31.5M 0.02% +15,411 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,520 shares; 2024Q4: 54,372 shares; 2025Q1: 52,749 shares; 2025Q2: 59,595 shares; 2025Q3: 100,567 shares; 2025Q4: 217,200 shares 217,200 $31.3M 0.02% +116,633 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,256 shares; 2024Q4: 30,099 shares; 2025Q1: 44,990 shares; 2025Q2: 64,038 shares; 2025Q3: 95,125 shares; 2025Q4: 104,504 shares 104,504 $31.2M 0.02% +9,379 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,714 shares; 2024Q4: 112,230 shares; 2025Q1: 103,030 shares; 2025Q2: 116,296 shares; 2025Q3: 109,420 shares; 2025Q4: 111,442 shares 111,442 $30.9M 0.02% +2,022 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,335 shares; 2024Q4: 224,626 shares; 2025Q1: 236,277 shares; 2025Q2: 242,821 shares; 2025Q3: 325,077 shares; 2025Q4: 325,997 shares 325,997 $30.6M 0.02% +920 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,252 shares; 2024Q4: 23,479 shares; 2025Q1: 23,555 shares; 2025Q2: 23,382 shares; 2025Q3: 21,821 shares; 2025Q4: 233,395 shares 233,395 $29.8M 0.02% +211,574 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 950,113 shares; 2024Q4: 1,068,244 shares; 2025Q1: 356,049 shares; 2025Q2: 326,620 shares; 2025Q3: 322,395 shares; 2025Q4: 369,941 shares 369,941 $29.7M 0.02% +47,546 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,401 shares; 2024Q4: 292,223 shares; 2025Q1: 378,141 shares; 2025Q2: 545,726 shares; 2025Q3: 756,059 shares; 2025Q4: 832,693 shares 832,693 $29.7M 0.02% +76,634 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,370 shares; 2024Q4: 322,954 shares; 2025Q1: 803,704 shares; 2025Q2: 916,634 shares; 2025Q3: 993,719 shares; 2025Q4: 361,839 shares 361,839 $29.6M 0.02% -631,880 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,204 shares; 2025Q1: 27,139 shares; 2025Q2: 26,593 shares; 2025Q3: 27,029 shares; 2025Q4: 27,474 shares 27,474 $29.4M 0.02% +445 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,629 shares; 2024Q4: 47,764 shares; 2025Q1: 53,495 shares; 2025Q2: 88,723 shares; 2025Q3: 98,486 shares; 2025Q4: 187,448 shares 187,448 $29.4M 0.02% +88,962 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 837,979 shares; 2024Q4: 614,510 shares; 2025Q1: 517,365 shares; 2025Q2: 507,659 shares; 2025Q3: 471,602 shares; 2025Q4: 444,514 shares 444,514 $29.3M 0.02% -27,088 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423,089 shares; 2024Q4: 438,869 shares; 2025Q1: 465,332 shares; 2025Q2: 490,694 shares; 2025Q3: 490,584 shares; 2025Q4: 519,552 shares 519,552 $28.8M 0.02% +28,968 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,624 shares; 2024Q4: 304,276 shares; 2025Q1: 304,616 shares; 2025Q2: 333,602 shares; 2025Q3: 331,063 shares; 2025Q4: 308,141 shares 308,141 $28.5M 0.02% -22,922 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333,655 shares; 2024Q4: 368,499 shares; 2025Q1: 457,613 shares; 2025Q2: 497,331 shares; 2025Q3: 604,220 shares; 2025Q4: 679,467 shares 679,467 $28.3M 0.02% +75,247 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,125 shares; 2024Q4: 27,696 shares; 2025Q1: 369,433 shares; 2025Q2: 445,412 shares; 2025Q3: 436,130 shares; 2025Q4: 436,414 shares 436,414 $28.1M 0.02% +284 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,132 shares; 2024Q4: 16,327 shares; 2025Q1: 34,970 shares; 2025Q2: 34,459 shares; 2025Q3: 46,532 shares; 2025Q4: 41,987 shares 41,987 $27.4M 0.02% -4,545 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 457,170 shares; 2024Q4: 479,233 shares; 2025Q1: 500,800 shares; 2025Q2: 542,273 shares; 2025Q3: 562,960 shares; 2025Q4: 583,903 shares 583,903 $26.8M 0.02% +20,943 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483,511 shares; 2024Q4: 544,423 shares; 2025Q1: 655,725 shares; 2025Q2: 681,121 shares; 2025Q3: 592,648 shares; 2025Q4: 551,608 shares 551,608 $26.8M 0.02% -41,040 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 567 shares; 2024Q4: 92,300 shares; 2025Q1: 1,247,782 shares; 2025Q2: 1,440,251 shares; 2025Q3: 1,785,415 shares; 2025Q4: 625,871 shares 625,871 $26.8M 0.02% -1,159,544 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,453 shares; 2024Q4: 212,085 shares; 2025Q1: 395,890 shares; 2025Q2: 541,925 shares; 2025Q3: 567,578 shares; 2025Q4: 691,712 shares 691,712 $26.4M 0.02% +124,134 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,713 shares; 2024Q4: 146,609 shares; 2025Q1: 153,962 shares; 2025Q2: 234,413 shares; 2025Q3: 226,517 shares; 2025Q4: 238,065 shares 238,065 $26.4M 0.02% +11,548 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,508 shares; 2024Q4: 15,992 shares; 2025Q1: 109,926 shares; 2025Q2: 253,601 shares; 2025Q3: 242,660 shares; 2025Q4: 254,922 shares 254,922 $26.4M 0.02% +12,262 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 841,583 shares; 2024Q4: 871,494 shares; 2025Q1: 753,807 shares; 2025Q2: 836,590 shares; 2025Q3: 890,530 shares; 2025Q4: 1,077,263 shares 1,077,263 $26.1M 0.02% +186,733 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 513,384 shares; 2024Q4: 511,796 shares; 2025Q1: 564,672 shares; 2025Q2: 734,473 shares; 2025Q3: 619,892 shares; 2025Q4: 668,387 shares 668,387 $26M 0.02% +48,495 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,109 shares; 2024Q4: 1,721 shares; 2025Q1: 5,061 shares; 2025Q2: 9,967 shares; 2025Q3: 17,518 shares; 2025Q4: 1,004,688 shares 1,004,688 $25.7M 0.02% +987,170 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 452,965 shares; 2024Q4: 516,514 shares; 2025Q1: 423,958 shares; 2025Q2: 449,215 shares; 2025Q3: 468,853 shares; 2025Q4: 483,634 shares 483,634 $25.4M 0.02% +14,781 Timeline IBHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,645 shares; 2024Q4: 36,247 shares; 2025Q1: 36,247 shares; 2025Q2: 59,623 shares; 2025Q3: 822,673 shares; 2025Q4: 1,070,938 shares 1,070,938 $25.3M 0.02% +248,265 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,525 shares; 2024Q4: 95,065 shares; 2025Q1: 103,319 shares; 2025Q2: 102,672 shares; 2025Q3: 110,038 shares; 2025Q4: 115,177 shares 115,177 $25M 0.02% +5,139 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,893 shares; 2024Q4: 141,977 shares; 2025Q1: 143,809 shares; 2025Q2: 154,418 shares; 2025Q3: 144,559 shares; 2025Q4: 117,287 shares 117,287 $24.8M 0.02% -27,272 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 624,626 shares; 2024Q4: 756,812 shares; 2025Q1: 791,466 shares; 2025Q2: 798,372 shares; 2025Q3: 982,687 shares; 2025Q4: 1,068,717 shares 1,068,717 $24.7M 0.02% +86,030 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,013 shares; 2024Q4: 22,551 shares; 2025Q1: 29,592 shares; 2025Q2: 33,397 shares; 2025Q3: 128,986 shares; 2025Q4: 223,730 shares 223,730 $24.5M 0.02% +94,744 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,015 shares; 2024Q4: 126,458 shares; 2025Q1: 131,115 shares; 2025Q2: 130,752 shares; 2025Q3: 131,667 shares; 2025Q4: 138,177 shares 138,177 $24.5M 0.02% +6,510 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,004 shares; 2024Q4: 242,683 shares; 2025Q1: 254,789 shares; 2025Q2: 265,615 shares; 2025Q3: 264,710 shares; 2025Q4: 270,333 shares 270,333 $24.4M 0.02% +5,623 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163 shares; 2024Q4: 347 shares; 2025Q1: 1,372 shares; 2025Q2: 20,381 shares; 2025Q3: 102,166 shares; 2025Q4: 159,264 shares 159,264 $24.4M 0.02% +57,098 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 763,370 shares; 2024Q4: 851,659 shares; 2025Q1: 903,577 shares; 2025Q2: 970,772 shares; 2025Q3: 954,467 shares; 2025Q4: 980,826 shares 980,826 $24.4M 0.02% +26,359 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,595 shares; 2024Q4: 251,774 shares; 2025Q1: 270,481 shares; 2025Q2: 290,254 shares; 2025Q3: 309,510 shares; 2025Q4: 330,270 shares 330,270 $24.3M 0.02% +20,760 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,507 shares; 2024Q4: 199,788 shares; 2025Q1: 222,500 shares; 2025Q2: 393,717 shares; 2025Q3: 434,604 shares; 2025Q4: 670,554 shares 670,554 $24.2M 0.02% +235,950 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 19 shares; 2025Q1: 20 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 32 shares 32 $24.2M 0.02% +10 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,584 shares; 2024Q4: 23,991 shares; 2025Q1: 177,714 shares; 2025Q2: 316,109 shares; 2025Q3: 467,007 shares; 2025Q4: 468,335 shares 468,335 $24.1M 0.02% +1,328 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,813 shares; 2024Q4: 7,679 shares; 2025Q1: 7,696 shares; 2025Q2: 7,648 shares; 2025Q3: 631,654 shares; 2025Q4: 1,064,944 shares 1,064,944 $24.1M 0.02% +433,290 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,905 shares; 2024Q4: 93,619 shares; 2025Q1: 189,598 shares; 2025Q2: 233,756 shares; 2025Q3: 94,766 shares; 2025Q4: 89,578 shares 89,578 $24M 0.02% -5,188 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 179,626 shares; 2025Q1: 316,361 shares; 2025Q2: 687,409 shares; 2025Q3: 616,483 shares; 2025Q4: 680,958 shares 680,958 $24M 0.02% +64,475 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,498 shares; 2024Q4: 34,770 shares; 2025Q1: 41,324 shares; 2025Q2: 47,650 shares; 2025Q3: 51,925 shares; 2025Q4: 67,501 shares 67,501 $23.8M 0.02% +15,576 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,447 shares; 2024Q4: 96,181 shares; 2025Q1: 99,071 shares; 2025Q2: 113,090 shares; 2025Q3: 115,544 shares; 2025Q4: 251,329 shares 251,329 $23.7M 0.01% +135,785 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 513,324 shares; 2024Q4: 501,456 shares; 2025Q1: 548,421 shares; 2025Q2: 503,249 shares; 2025Q3: 520,932 shares; 2025Q4: 569,353 shares 569,353 $23.2M 0.01% +48,421 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,524 shares; 2024Q4: 357,036 shares; 2025Q1: 365,722 shares; 2025Q2: 597,872 shares; 2025Q3: 590,731 shares; 2025Q4: 585,019 shares 585,019 $23.2M 0.01% -5,712 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 359,605 shares 359,605 $23M 0.01% new Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,892 shares; 2024Q4: 215,735 shares; 2025Q1: 276,694 shares; 2025Q2: 386,653 shares; 2025Q3: 498,302 shares; 2025Q4: 613,021 shares 613,021 $22.9M 0.01% +114,719 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,063 shares; 2025Q1: 4,753 shares; 2025Q2: 208,470 shares; 2025Q3: 517,625 shares; 2025Q4: 655,806 shares 655,806 $22.8M 0.01% +138,181 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,551 shares; 2024Q4: 140,325 shares; 2025Q1: 192,523 shares; 2025Q2: 237,040 shares; 2025Q3: 224,887 shares; 2025Q4: 246,622 shares 246,622 $22.8M 0.01% +21,735 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,595 shares; 2025Q1: 4,523 shares; 2025Q2: 593,258 shares; 2025Q3: 608,380 shares; 2025Q4: 691,613 shares 691,613 $22.8M 0.01% +83,233 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,759 shares; 2024Q4: 137,102 shares; 2025Q1: 144,482 shares; 2025Q2: 150,051 shares; 2025Q3: 148,729 shares; 2025Q4: 154,089 shares 154,089 $22.8M 0.01% +5,360 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358,027 shares; 2024Q4: 43,445 shares; 2025Q1: 114,174 shares; 2025Q2: 387,410 shares; 2025Q3: 428,841 shares; 2025Q4: 450,881 shares 450,881 $22.7M 0.01% +22,040 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,450 shares; 2024Q4: 327,391 shares; 2025Q1: 435,474 shares; 2025Q2: 472,908 shares; 2025Q3: 345,742 shares; 2025Q4: 531,251 shares 531,251 $22.6M 0.01% +185,509 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,547 shares; 2024Q4: 264,195 shares; 2025Q1: 315,687 shares; 2025Q2: 378,169 shares; 2025Q3: 623,959 shares; 2025Q4: 924,830 shares 924,830 $22.5M 0.01% +300,871 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,067 shares; 2024Q4: 151,140 shares; 2025Q1: 138,251 shares; 2025Q2: 70,516 shares; 2025Q3: 66,710 shares; 2025Q4: 63,865 shares 63,865 $22.4M 0.01% -2,845 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,642 shares; 2024Q4: 49,838 shares; 2025Q1: 49,631 shares; 2025Q2: 48,447 shares; 2025Q3: 47,969 shares; 2025Q4: 46,145 shares 46,145 $22.3M 0.01% -1,824 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,933 shares; 2024Q4: 36,992 shares; 2025Q1: 38,129 shares; 2025Q2: 40,886 shares; 2025Q3: 48,114 shares; 2025Q4: 50,193 shares 50,193 $22.3M 0.01% +2,079 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393,691 shares; 2024Q4: 399,310 shares; 2025Q1: 411,071 shares; 2025Q2: 416,893 shares; 2025Q3: 761,510 shares; 2025Q4: 815,738 shares 815,738 $21.9M 0.01% +54,228 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,889 shares; 2024Q4: 150,206 shares; 2025Q1: 282,319 shares; 2025Q2: 288,239 shares; 2025Q3: 232,248 shares; 2025Q4: 240,762 shares 240,762 $21.9M 0.01% +8,514 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,592 shares; 2024Q4: 224,377 shares; 2025Q1: 259,508 shares; 2025Q2: 317,082 shares; 2025Q3: 369,486 shares; 2025Q4: 406,025 shares 406,025 $21.9M 0.01% +36,539 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436,527 shares; 2024Q4: 480,997 shares; 2025Q1: 561,246 shares; 2025Q2: 633,518 shares; 2025Q3: 1,095,465 shares; 2025Q4: 1,194,738 shares 1,194,738 $21.8M 0.01% +99,273 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,809 shares; 2024Q4: 101,304 shares; 2025Q1: 95,502 shares; 2025Q2: 98,376 shares; 2025Q3: 107,471 shares; 2025Q4: 224,177 shares 224,177 $21.6M 0.01% +116,706 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,735 shares; 2024Q4: 101,971 shares; 2025Q1: 309,283 shares; 2025Q2: 654,276 shares; 2025Q3: 911,188 shares; 2025Q4: 773,736 shares 773,736 $21.4M 0.01% -137,452 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,123 shares; 2024Q4: 131,756 shares; 2025Q1: 216,944 shares; 2025Q2: 247,556 shares; 2025Q3: 319,016 shares; 2025Q4: 300,306 shares 300,306 $21.3M 0.01% -18,710 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: not reported; 2025Q1: 3,006 shares; 2025Q2: 5,708 shares; 2025Q3: 164,096 shares; 2025Q4: 326,176 shares 326,176 $21.1M 0.01% +162,080 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 270,565 shares; 2025Q2: 303,952 shares; 2025Q3: 384,872 shares; 2025Q4: 425,502 shares 425,502 $20.7M 0.01% +40,630 Timeline IBHH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,498 shares; 2024Q4: 193,567 shares; 2025Q1: 230,518 shares; 2025Q2: 250,299 shares; 2025Q3: 324,415 shares; 2025Q4: 874,219 shares 874,219 $20.7M 0.01% +549,804 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,922 shares; 2024Q4: 321,536 shares; 2025Q1: 458,072 shares; 2025Q2: 267,394 shares; 2025Q3: 360,897 shares; 2025Q4: 408,296 shares 408,296 $20.7M 0.01% +47,399 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,951 shares; 2024Q4: 200,073 shares; 2025Q1: 199,034 shares; 2025Q2: 202,834 shares; 2025Q3: 238,509 shares; 2025Q4: 219,528 shares 219,528 $20.5M 0.01% -18,981 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,856 shares; 2024Q4: 210,196 shares; 2025Q1: 337,760 shares; 2025Q2: 419,127 shares; 2025Q3: 463,683 shares; 2025Q4: 483,883 shares 483,883 $20.4M 0.01% +20,200 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,594 shares; 2024Q4: 23,663 shares; 2025Q1: 27,558 shares; 2025Q2: 38,635 shares; 2025Q3: 42,386 shares; 2025Q4: 34,708 shares 34,708 $20.2M 0.01% -7,678 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,841 shares; 2024Q4: 153,974 shares; 2025Q1: 158,893 shares; 2025Q2: 167,724 shares; 2025Q3: 213,524 shares; 2025Q4: 228,083 shares 228,083 $20.1M 0.01% +14,559 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,958 shares; 2024Q4: 735,459 shares; 2025Q1: 659,803 shares; 2025Q2: 704,545 shares; 2025Q3: 684,100 shares; 2025Q4: 672,855 shares 672,855 $19.9M 0.01% -11,245 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,749 shares; 2024Q4: 164,162 shares; 2025Q1: 134,018 shares; 2025Q2: 123,436 shares; 2025Q3: 129,201 shares; 2025Q4: 286,415 shares 286,415 $19.9M 0.01% +157,214 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,909 shares; 2024Q4: 189,118 shares; 2025Q1: 194,857 shares; 2025Q2: 213,251 shares; 2025Q3: 210,903 shares; 2025Q4: 227,673 shares 227,673 $19.9M 0.01% +16,770 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436,316 shares; 2024Q4: 852,523 shares; 2025Q1: 838,089 shares; 2025Q2: 830,923 shares; 2025Q3: 846,895 shares; 2025Q4: 812,517 shares 812,517 $19.8M 0.01% -34,378 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,961 shares; 2024Q4: 289,402 shares; 2025Q1: 271,274 shares; 2025Q2: 278,033 shares; 2025Q3: 219,983 shares; 2025Q4: 221,196 shares 221,196 $19.8M 0.01% +1,213 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,625 shares; 2024Q4: 82,257 shares; 2025Q1: 156,795 shares; 2025Q2: 268,571 shares; 2025Q3: 327,211 shares; 2025Q4: 337,822 shares 337,822 $19.6M 0.01% +10,611 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,317 shares; 2024Q4: 24,168 shares; 2025Q1: 64,492 shares; 2025Q2: 109,116 shares; 2025Q3: 100,209 shares; 2025Q4: 101,092 shares 101,092 $19.6M 0.01% +883 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437,986 shares; 2024Q4: 1,341,488 shares; 2025Q1: 768,194 shares; 2025Q2: 751,724 shares; 2025Q3: 728,379 shares; 2025Q4: 715,540 shares 715,540 $19.5M 0.01% -12,839 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,240 shares; 2024Q4: 91,251 shares; 2025Q1: 129,873 shares; 2025Q2: 219,049 shares; 2025Q3: 249,067 shares; 2025Q4: 280,140 shares 280,140 $19.5M 0.01% +31,073 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,037 shares; 2024Q4: 88,212 shares; 2025Q1: 91,844 shares; 2025Q2: 67,124 shares; 2025Q3: 68,879 shares; 2025Q4: 68,494 shares 68,494 $19M 0.01% -385 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,476 shares; 2024Q4: 50,094 shares; 2025Q1: 53,080 shares; 2025Q2: 62,336 shares; 2025Q3: 71,730 shares; 2025Q4: 84,164 shares 84,164 $19M 0.01% +12,434 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,597 shares; 2024Q4: 170,434 shares; 2025Q1: 115,964 shares; 2025Q2: 143,451 shares; 2025Q3: 194,010 shares; 2025Q4: 226,896 shares 226,896 $19M 0.01% +32,886 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,745 shares; 2024Q4: 266,335 shares; 2025Q1: 308,505 shares; 2025Q2: 392,923 shares; 2025Q3: 449,939 shares; 2025Q4: 485,275 shares 485,275 $19M 0.01% +35,336 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,092 shares; 2024Q4: 118,725 shares; 2025Q1: 159,856 shares; 2025Q2: 201,466 shares; 2025Q3: 192,401 shares; 2025Q4: 199,739 shares 199,739 $18.8M 0.01% +7,338 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,367 shares; 2024Q4: 152,448 shares; 2025Q1: 157,460 shares; 2025Q2: 172,739 shares; 2025Q3: 177,073 shares; 2025Q4: 185,892 shares 185,892 $18.5M 0.01% +8,819 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,686 shares; 2024Q4: 53,595 shares; 2025Q1: 52,895 shares; 2025Q2: 55,239 shares; 2025Q3: 54,164 shares; 2025Q4: 56,507 shares 56,507 $18.5M 0.01% +2,343 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,579 shares; 2024Q4: 227,101 shares; 2025Q1: 113,964 shares; 2025Q2: 99,904 shares; 2025Q3: 99,021 shares; 2025Q4: 94,439 shares 94,439 $18.4M 0.01% -4,582 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,280 shares; 2024Q4: 136,964 shares; 2025Q1: 112,675 shares; 2025Q2: 103,217 shares; 2025Q3: 105,727 shares; 2025Q4: 106,376 shares 106,376 $18.2M 0.01% +649 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,166 shares; 2024Q4: 31,904 shares; 2025Q1: 34,598 shares; 2025Q2: 84,316 shares; 2025Q3: 169,208 shares; 2025Q4: 153,651 shares 153,651 $18.2M 0.01% -15,557 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,592 shares; 2024Q4: 195,482 shares; 2025Q1: 238,595 shares; 2025Q2: 293,202 shares; 2025Q3: 250,869 shares; 2025Q4: 216,599 shares 216,599 $17.9M 0.01% -34,270 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,680 shares; 2024Q4: 50,974 shares; 2025Q1: 49,957 shares; 2025Q2: 48,959 shares; 2025Q3: 48,559 shares; 2025Q4: 45,901 shares 45,901 $17.8M 0.01% -2,658 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 700 shares; 2025Q2: 6,735 shares; 2025Q3: 275,578 shares; 2025Q4: 557,668 shares 557,668 $17.7M 0.01% +282,090 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374 shares; 2024Q4: 1,134 shares; 2025Q1: 106,764 shares; 2025Q2: 139,426 shares; 2025Q3: 12,056 shares; 2025Q4: 26,177 shares 26,177 $17.6M 0.01% +14,121 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,380 shares; 2024Q4: 8,980 shares; 2025Q1: 52,074 shares; 2025Q2: 70,246 shares; 2025Q3: 85,589 shares; 2025Q4: 205,983 shares 205,983 $17.5M 0.01% +120,394 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430,888 shares; 2024Q4: 485,989 shares; 2025Q1: 540,494 shares; 2025Q2: 601,715 shares; 2025Q3: 649,406 shares; 2025Q4: 747,842 shares 747,842 $17.4M 0.01% +98,436 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,891 shares; 2024Q4: 276,332 shares; 2025Q1: 201,121 shares; 2025Q2: 93,931 shares; 2025Q3: 209,048 shares; 2025Q4: 219,088 shares 219,088 $17M 0.01% +10,040 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,328 shares; 2024Q4: 149,605 shares; 2025Q1: 160,311 shares; 2025Q2: 162,624 shares; 2025Q3: 168,808 shares; 2025Q4: 176,792 shares 176,792 $17M 0.01% +7,984 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,448 shares; 2024Q4: 1,485,513 shares; 2025Q1: 571,849 shares; 2025Q2: 620,211 shares; 2025Q3: 352,334 shares; 2025Q4: 153,573 shares 153,573 $16.9M 0.01% -198,761 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 494,874 shares; 2024Q4: 648,162 shares; 2025Q1: 454,024 shares; 2025Q2: 422,628 shares; 2025Q3: 458,636 shares; 2025Q4: 364,151 shares 364,151 $16.9M 0.01% -94,485 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 276,312 shares; 2025Q4: 318,387 shares 318,387 $16.8M 0.01% +42,075 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,448 shares; 2024Q4: 121,256 shares; 2025Q1: 135,473 shares; 2025Q2: 175,225 shares; 2025Q3: 398,735 shares; 2025Q4: 404,042 shares 404,042 $16.8M 0.01% +5,307 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,790 shares; 2024Q4: 44,853 shares; 2025Q1: 76,490 shares; 2025Q2: 403,293 shares; 2025Q3: 405,029 shares; 2025Q4: 334,706 shares 334,706 $16.7M 0.01% -70,323 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,936 shares; 2024Q4: 52,174 shares; 2025Q1: 57,431 shares; 2025Q2: 65,424 shares; 2025Q3: 76,421 shares; 2025Q4: 227,606 shares 227,606 $16.7M 0.01% +151,185 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,814 shares; 2024Q4: 130,560 shares; 2025Q1: 135,692 shares; 2025Q2: 141,368 shares; 2025Q3: 157,228 shares; 2025Q4: 166,787 shares 166,787 $16.7M 0.01% +9,559 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,746 shares; 2024Q4: 111,315 shares; 2025Q1: 191,743 shares; 2025Q2: 261,679 shares; 2025Q3: 267,838 shares; 2025Q4: 283,701 shares 283,701 $16.6M 0.01% +15,863 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,145 shares; 2024Q4: 194,102 shares; 2025Q1: 220,555 shares; 2025Q2: 258,682 shares; 2025Q3: 251,604 shares; 2025Q4: 257,389 shares 257,389 $16.6M 0.01% +5,785 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,201 shares; 2024Q4: 59,280 shares; 2025Q1: 62,023 shares; 2025Q2: 63,110 shares; 2025Q3: 62,052 shares; 2025Q4: 67,423 shares 67,423 $16.3M 0.01% +5,371 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,300 shares; 2024Q4: 30,219 shares; 2025Q1: 63,602 shares; 2025Q2: 148,603 shares; 2025Q3: 211,501 shares; 2025Q4: 214,142 shares 214,142 $16M 0.01% +2,641 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,579 shares; 2024Q4: 15,793 shares; 2025Q1: 16,107 shares; 2025Q2: 16,264 shares; 2025Q3: 15,971 shares; 2025Q4: 4,709 shares 4,709 $16M 0.01% -11,262 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,189 shares; 2024Q4: 223,669 shares; 2025Q1: 239,066 shares; 2025Q2: 255,179 shares; 2025Q3: 263,137 shares; 2025Q4: 276,969 shares 276,969 $16M 0.01% +13,832 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378,271 shares; 2024Q4: 328,767 shares; 2025Q1: 350,104 shares; 2025Q2: 396,365 shares; 2025Q3: 335,602 shares; 2025Q4: 327,612 shares 327,612 $16M 0.01% -7,990 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,664 shares; 2024Q4: 40,414 shares; 2025Q1: 39,356 shares; 2025Q2: 84,911 shares; 2025Q3: 87,298 shares; 2025Q4: 85,817 shares 85,817 $15.9M 0.01% -1,481 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,923 shares; 2024Q4: 49,088 shares; 2025Q1: 364,074 shares; 2025Q2: 423,137 shares; 2025Q3: 491,839 shares; 2025Q4: 370,161 shares 370,161 $15.8M 0.01% -121,678 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 218,027 shares; 2025Q4: 221,857 shares 221,857 $15.8M 0.01% +3,830 Timeline 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 792,075 shares; 2024Q4: 853,597 shares; 2025Q1: 888,124 shares; 2025Q2: 690,540 shares; 2025Q3: 710,135 shares; 2025Q4: 698,268 shares 698,268 $15.8M 0.01% -11,867 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,642 shares; 2024Q4: 120,574 shares; 2025Q1: 131,914 shares; 2025Q2: 123,362 shares; 2025Q3: 129,742 shares; 2025Q4: 133,983 shares 133,983 $15.7M 0.01% +4,241 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,512 shares; 2024Q4: 243,306 shares; 2025Q1: 263,332 shares; 2025Q2: 270,242 shares; 2025Q3: 110,991 shares; 2025Q4: 89,654 shares 89,654 $15.6M 0.01% -21,337 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,099 shares; 2024Q4: 36,476 shares; 2025Q1: 35,745 shares; 2025Q2: 36,231 shares; 2025Q3: 40,937 shares; 2025Q4: 45,827 shares 45,827 $15.4M 0.01% +4,890 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,162 shares; 2024Q4: 43,521 shares; 2025Q1: 44,740 shares; 2025Q2: 47,003 shares; 2025Q3: 47,053 shares; 2025Q4: 49,439 shares 49,439 $15.3M 0.01% +2,386 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,948 shares; 2024Q4: 89,720 shares; 2025Q1: 46,381 shares; 2025Q2: 49,993 shares; 2025Q3: 87,869 shares; 2025Q4: 94,303 shares 94,303 $15.3M 0.01% +6,434 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,635 shares; 2024Q4: 231,107 shares; 2025Q1: 325,129 shares; 2025Q2: 286,148 shares; 2025Q3: 325,704 shares; 2025Q4: 342,968 shares 342,968 $15.1M 0.01% +17,264 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,348,905 shares; 2024Q4: 1,380,266 shares; 2025Q1: 1,409,436 shares; 2025Q2: 1,460,196 shares; 2025Q3: 1,500,478 shares; 2025Q4: 415,586 shares 415,586 $15.1M 0.01% -1,084,892 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,298 shares; 2024Q4: 96,628 shares; 2025Q1: 113,252 shares; 2025Q2: 116,051 shares; 2025Q3: 120,500 shares; 2025Q4: 118,492 shares 118,492 $15M 0.01% -2,008 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,008,579 shares; 2024Q4: 1,041,026 shares; 2025Q1: 729,412 shares; 2025Q2: 668,687 shares; 2025Q3: 583,937 shares; 2025Q4: 592,281 shares 592,281 $14.7M 0.01% +8,344 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,979 shares; 2024Q4: 44,071 shares; 2025Q1: 48,955 shares; 2025Q2: 58,012 shares; 2025Q3: 69,458 shares; 2025Q4: 64,173 shares 64,173 $14.6M 0.01% -5,285 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,127 shares; 2025Q4: 299,872 shares 299,872 $14.6M 0.01% +256,745 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,818 shares; 2024Q4: 219,098 shares; 2025Q1: 231,633 shares; 2025Q2: 244,498 shares; 2025Q3: 70,591 shares; 2025Q4: 70,996 shares 70,996 $14.4M 0.01% +405 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474,231 shares; 2024Q4: 468,124 shares; 2025Q1: 312,917 shares; 2025Q2: 323,100 shares; 2025Q3: 320,974 shares; 2025Q4: 312,784 shares 312,784 $14.4M 0.01% -8,190 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,447 shares; 2024Q4: 23,537 shares; 2025Q1: 21,373 shares; 2025Q2: 36,220 shares; 2025Q3: 35,923 shares; 2025Q4: 306,154 shares 306,154 $14.3M 0.01% +270,231 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 747,323 shares; 2024Q4: 738,742 shares; 2025Q1: 391,618 shares; 2025Q2: 386,108 shares; 2025Q3: 289,024 shares; 2025Q4: 145,854 shares 145,854 $14.3M 0.01% -143,170 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,435 shares; 2024Q4: 119,262 shares; 2025Q1: 130,197 shares; 2025Q2: 140,915 shares; 2025Q3: 145,981 shares; 2025Q4: 159,180 shares 159,180 $14.3M 0.01% +13,199 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,574,924 shares; 2024Q4: 731,659 shares; 2025Q1: 747,310 shares; 2025Q2: 784,753 shares; 2025Q3: 823,662 shares; 2025Q4: 624,750 shares 624,750 $14.3M 0.01% -198,912 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,090,937 shares; 2024Q4: 699,327 shares; 2025Q1: 133,526 shares; 2025Q2: 118,278 shares; 2025Q3: 120,204 shares; 2025Q4: 116,119 shares 116,119 $14.2M 0.01% -4,085 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,966 shares; 2024Q4: 50,143 shares; 2025Q1: 52,856 shares; 2025Q2: 54,420 shares; 2025Q3: 57,151 shares; 2025Q4: 39,910 shares 39,910 $14M 0.01% -17,241 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,207 shares; 2024Q4: 48,787 shares; 2025Q1: 52,009 shares; 2025Q2: 49,715 shares; 2025Q3: 55,825 shares; 2025Q4: 63,753 shares 63,753 $14M 0.01% +7,928 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,862 shares; 2024Q4: 8,261 shares; 2025Q1: 8,572 shares; 2025Q2: 8,518 shares; 2025Q3: 9,057 shares; 2025Q4: 6,934 shares 6,934 $14M 0.01% -2,123 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,408 shares; 2024Q4: 193,343 shares; 2025Q1: 190,884 shares; 2025Q2: 192,235 shares; 2025Q3: 198,406 shares; 2025Q4: 202,067 shares 202,067 $13.9M 0.01% +3,661 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,827 shares; 2024Q4: 16 shares; 2025Q1: not reported; 2025Q2: 20,417 shares; 2025Q3: 157,394 shares; 2025Q4: 237,011 shares 237,011 $13.7M 0.01% +79,617 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,161 shares; 2024Q4: 79,373 shares; 2025Q1: 108,411 shares; 2025Q2: 129,475 shares; 2025Q3: 145,599 shares; 2025Q4: 137,653 shares 137,653 $13.7M 0.01% -7,946 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,019 shares; 2024Q4: 92,145 shares; 2025Q1: 92,657 shares; 2025Q2: 96,993 shares; 2025Q3: 95,443 shares; 2025Q4: 98,057 shares 98,057 $13.6M 0.01% +2,614 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,226 shares; 2024Q4: 192,740 shares; 2025Q1: 213,187 shares; 2025Q2: 227,511 shares; 2025Q3: 230,729 shares; 2025Q4: 255,121 shares 255,121 $13.6M 0.01% +24,392 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,113 shares; 2024Q4: 80,933 shares; 2025Q1: 109,361 shares; 2025Q2: 97,109 shares; 2025Q3: 98,121 shares; 2025Q4: 100,719 shares 100,719 $13.6M 0.01% +2,598 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,507 shares; 2024Q4: 378,352 shares; 2025Q1: 423,010 shares; 2025Q2: 462,818 shares; 2025Q3: 410,011 shares; 2025Q4: 430,999 shares 430,999 $13.6M 0.01% +20,988 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,770 shares; 2024Q4: 38,449 shares; 2025Q1: 104,037 shares; 2025Q2: 104,969 shares; 2025Q3: 108,409 shares; 2025Q4: 116,580 shares 116,580 $13.5M 0.01% +8,171 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,373 shares; 2024Q4: 37,994 shares; 2025Q1: 28,427 shares; 2025Q2: 29,866 shares; 2025Q3: 31,671 shares; 2025Q4: 36,539 shares 36,539 $13.5M 0.01% +4,868 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,207 shares; 2024Q4: 11,350 shares; 2025Q1: 94,270 shares; 2025Q2: 109,748 shares; 2025Q3: 121,845 shares; 2025Q4: 189,838 shares 189,838 $13.5M 0.01% +67,993 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,220 shares; 2024Q4: 204,186 shares; 2025Q1: 152,506 shares; 2025Q2: 155,975 shares; 2025Q3: 171,715 shares; 2025Q4: 128,918 shares 128,918 $13.4M 0.01% -42,797 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,079 shares; 2024Q4: 1,007 shares; 2025Q1: 1,438 shares; 2025Q2: 65,960 shares; 2025Q3: 234,515 shares; 2025Q4: 160,316 shares 160,316 $13.4M 0.01% -74,199 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,425 shares; 2024Q4: 164,235 shares; 2025Q1: 325,648 shares; 2025Q2: 408,215 shares; 2025Q3: 216,300 shares; 2025Q4: 187,456 shares 187,456 $13.4M 0.01% -28,844 Timeline