IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 34,597,700 shares 34,597,700 $22.6B 13.91% +759,983 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; 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; 2026Q1: 134,816,565 shares 134,816,565 $9.93B 6.11% +3,913,767 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 128,823,592 shares 128,823,592 $8.7B 5.36% +4,032,370 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; 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; 2026Q1: 302,286,734 shares 302,286,734 $7.48B 4.61% +4,533,317 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 43,438,406 shares 43,438,406 $5.4B 3.32% +875,819 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; 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; 2026Q1: 27,094,873 shares 27,094,873 $5.2B 3.2% +842,656 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; 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; 2026Q1: 95,853,856 shares 95,853,856 $4.37B 2.69% +3,411,046 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; 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; 2026Q1: 80,160,119 shares 80,160,119 $4.33B 2.67% +1,935,448 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; 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; 2026Q1: 64,148,091 shares 64,148,091 $4.11B 2.53% +2,261,756 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; 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; 2026Q1: 6,112,403 shares 6,112,403 $3.98B 2.45% +160,413 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 44,380,392 shares 44,380,392 $3.85B 2.37% +1,240,256 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 36,342,282 shares 36,342,282 $3.29B 2.03% +1,343,355 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 23,028,163 shares 23,028,163 $3.27B 2.02% +281,619 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 56,735,506 shares 56,735,506 $2.62B 1.61% +1,423,388 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; 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; 2026Q1: 38,571,552 shares 38,571,552 $1.92B 1.18% +1,920,046 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; 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; 2026Q1: 3,182,188 shares 3,182,188 $1.84B 1.13% +90,896 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; 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; 2026Q1: 6,309,032 shares 6,309,032 $1.81B 1.12% +127,870 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; 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; 2026Q1: 2,887,575 shares 2,887,575 $1.73B 1.06% +205,435 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; 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; 2026Q1: 31,175,901 shares 31,175,901 $1.65B 1.01% +1,712,948 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 30,338,047 shares 30,338,047 $1.4B 0.86% +1,715,293 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 19,440,275 shares 19,440,275 $1.36B 0.83% +1,103,248 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 12,962,808 shares 12,962,808 $1.29B 0.79% +684,772 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; 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; 2026Q1: 12,831,491 shares 12,831,491 $1.14B 0.7% +837,298 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,796,037 shares 5,796,037 $1.01B 0.62% +199,286 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 8,903,359 shares 8,903,359 $945M 0.58% +472,246 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,673,641 shares 3,673,641 $932M 0.57% -35,090 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; 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; 2026Q1: 12,069,986 shares 12,069,986 $932M 0.57% +842,348 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; 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; 2026Q1: 34,809,568 shares 34,809,568 $893M 0.55% +3,824,596 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; 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; 2026Q1: 4,540,035 shares 4,540,035 $891M 0.55% +446,635 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; 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; 2026Q1: 7,085,798 shares 7,085,798 $887M 0.55% +8,039 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; 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; 2026Q1: 3,694,937 shares 3,694,937 $878M 0.54% +30,739 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; 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; 2026Q1: 2,841,612 shares 2,841,612 $849M 0.52% +80,456 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; 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; 2026Q1: 19,806,076 shares 19,806,076 $843M 0.52% +1,051,139 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,247,277 shares 2,247,277 $832M 0.51% +231,419 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 20,220,438 shares 20,220,438 $788M 0.49% +1,153,967 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; 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; 2026Q1: 1,775,949 shares 1,775,949 $776M 0.48% +24,325 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; 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; 2026Q1: 13,249,358 shares 13,249,358 $771M 0.47% +2,054,858 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; 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; 2026Q1: 3,642,218 shares 3,642,218 $759M 0.47% +129,308 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; 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; 2026Q1: 2,812,991 shares 2,812,991 $737M 0.45% +65,009 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 18,186,706 shares 18,186,706 $722M 0.44% +986,061 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,260,545 shares 2,260,545 $650M 0.4% -75,561 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; 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; 2026Q1: 6,449,886 shares 6,449,886 $569M 0.35% -146,104 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; 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; 2026Q1: 864,768 shares 864,768 $533M 0.33% +34,737 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; 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; 2026Q1: 12,947,006 shares 12,947,006 $520M 0.32% +810,394 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,380,105 shares 1,380,105 $492M 0.3% +57,860 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; 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; 2026Q1: 7,643,470 shares 7,643,470 $478M 0.29% -335,286 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,850,856 shares 4,850,856 $463M 0.29% +242,080 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; 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; 2026Q1: 624,524 shares 624,524 $436M 0.27% -8,001 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; 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; 2026Q1: 11,625,396 shares 11,625,396 $432M 0.27% +1,910,043 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; 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; 2026Q1: 13,734,714 shares 13,734,714 $421M 0.26% -315,647 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; 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; 2026Q1: 5,371,307 shares 5,371,307 $411M 0.25% +1,275,227 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,142,002 shares 5,142,002 $404M 0.25% +412,026 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; 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; 2026Q1: 4,957,349 shares 4,957,349 $399M 0.25% +1,328,941 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; 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; 2026Q1: 11,035,544 shares 11,035,544 $397M 0.24% +1,844,320 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; 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; 2026Q1: 692,603 shares 692,603 $396M 0.24% +21,112 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; 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; 2026Q1: 7,572,286 shares 7,572,286 $374M 0.23% -185,754 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,900,969 shares 1,900,969 $365M 0.22% -87,097 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; 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; 2026Q1: 10,859,399 shares 10,859,399 $362M 0.22% -194,026 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; 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; 2026Q1: 11,638,443 shares 11,638,443 $360M 0.22% +705,814 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,105,145 shares 1,105,145 $342M 0.21% +315,890 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; 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; 2026Q1: 1,587,592 shares 1,587,592 $341M 0.21% +11,263 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,801,588 shares 2,801,588 $339M 0.21% +21,240 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; 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; 2026Q1: 1,137,453 shares 1,137,453 $335M 0.21% +19,187 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,127,155 shares 1,127,155 $323M 0.2% +62,797 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; 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; 2026Q1: 2,312,323 shares 2,312,323 $320M 0.2% +2,064 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; 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; 2026Q1: 3,540,028 shares 3,540,028 $300M 0.18% +377,597 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; 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; 2026Q1: 6,120,157 shares 6,120,157 $299M 0.18% +87,162 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; 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; 2026Q1: 7,573,083 shares 7,573,083 $299M 0.18% +173,126 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; 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; 2026Q1: 10,146,702 shares 10,146,702 $296M 0.18% -425,361 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 666,275 shares 666,275 $284M 0.17% -282 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; 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; 2026Q1: 2,392,956 shares 2,392,956 $264M 0.16% +79,764 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; 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; 2026Q1: 817,443 shares 817,443 $262M 0.16% +55,955 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,117,656 shares 4,117,656 $258M 0.16% -211,965 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; 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; 2026Q1: 5,490,994 shares 5,490,994 $255M 0.16% +887,417 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; 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; 2026Q1: 5,573,362 shares 5,573,362 $253M 0.16% +232,497 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,456,329 shares 2,456,329 $239M 0.15% -42,897 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; 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; 2026Q1: 4,769,633 shares 4,769,633 $238M 0.15% +609,927 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; 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; 2026Q1: 8,763,507 shares 8,763,507 $238M 0.15% +1,167,135 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; 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; 2026Q1: 7,739,122 shares 7,739,122 $228M 0.14% +151,179 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; 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; 2026Q1: 871,783 shares 871,783 $224M 0.14% -30,452 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; 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; 2026Q1: 242,653 shares 242,653 $223M 0.14% +8,186 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; 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; 2026Q1: 3,112,676 shares 3,112,676 $213M 0.13% +395,117 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; 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; 2026Q1: 441,801 shares 441,801 $212M 0.13% -5,605 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; 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; 2026Q1: 488,169 shares 488,169 $210M 0.13% +208 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; 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; 2026Q1: 535,281 shares 535,281 $205M 0.13% -12,736 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; 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; 2026Q1: 3,875,844 shares 3,875,844 $198M 0.12% -97,284 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; 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; 2026Q1: 573,088 shares 573,088 $194M 0.12% +65,114 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; 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; 2026Q1: 2,442,893 shares 2,442,893 $194M 0.12% +199,340 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; 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; 2026Q1: 2,401,298 shares 2,401,298 $194M 0.12% +365,392 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; 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; 2026Q1: 1,045,730 shares 1,045,730 $193M 0.12% +66,380 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; 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; 2026Q1: 192,109 shares 192,109 $191M 0.12% +5,674 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,653,492 shares 1,653,492 $187M 0.12% -43,521 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; 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; 2026Q1: 3,931,943 shares 3,931,943 $183M 0.11% -307,409 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,415,556 shares 1,415,556 $181M 0.11% +10,636 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; 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; 2026Q1: 4,365,409 shares 4,365,409 $177M 0.11% +544,676 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 579,263 shares 579,263 $175M 0.11% +34,177 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,492,043 shares 2,492,043 $175M 0.11% +117,790 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; 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; 2026Q1: 1,546,683 shares 1,546,683 $173M 0.11% +169,778 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; 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; 2026Q1: 4,513,180 shares 4,513,180 $173M 0.11% +188,400 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; 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; 2026Q1: 3,402,461 shares 3,402,461 $172M 0.11% -610,956 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; 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; 2026Q1: 3,134,630 shares 3,134,630 $172M 0.11% +1,161,380 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; 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; 2026Q1: 1,165,549 shares 1,165,549 $169M 0.1% +237,920 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; 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; 2026Q1: 5,804,013 shares 5,804,013 $169M 0.1% +301,941 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,542,535 shares 1,542,535 $164M 0.1% +154,190 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; 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; 2026Q1: 7,570,352 shares 7,570,352 $163M 0.1% -75,778 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 6,458,143 shares 6,458,143 $162M 0.1% +340,226 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; 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; 2026Q1: 3,459,492 shares 3,459,492 $162M 0.1% -49,723 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 640,121 shares 640,121 $159M 0.1% +3,640 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; 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; 2026Q1: 2,091,421 shares 2,091,421 $157M 0.1% -216,902 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; 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; 2026Q1: 454,670 shares 454,670 $155M 0.1% -39,334 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,073,357 shares 1,073,357 $152M 0.09% +46,006 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; 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; 2026Q1: 2,639,710 shares 2,639,710 $150M 0.09% -364,055 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,454,761 shares 3,454,761 $147M 0.09% -97,784 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; 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; 2026Q1: 3,061,552 shares 3,061,552 $146M 0.09% +111,164 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; 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; 2026Q1: 3,072,664 shares 3,072,664 $145M 0.09% +236,893 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; 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; 2026Q1: 6,426,218 shares 6,426,218 $144M 0.09% +677,075 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; 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; 2026Q1: 3,749,748 shares 3,749,748 $142M 0.09% +518,786 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; 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; 2026Q1: 713,108 shares 713,108 $141M 0.09% +34,009 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; 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; 2026Q1: 5,374,335 shares 5,374,335 $141M 0.09% +1,484,379 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,521,231 shares 1,521,231 $141M 0.09% -154,008 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; 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; 2026Q1: 1,389,460 shares 1,389,460 $136M 0.08% +125,746 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,175,756 shares 2,175,756 $135M 0.08% +26,587 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 644,500 shares 644,500 $133M 0.08% -39,282 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,779,015 shares 1,779,015 $132M 0.08% -238,926 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; 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; 2026Q1: 610,890 shares 610,890 $131M 0.08% -104,373 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; 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; 2026Q1: 639,466 shares 639,466 $130M 0.08% +41,501 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 257,276 shares 257,276 $129M 0.08% +38,377 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 880,071 shares 880,071 $127M 0.08% +47,178 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; 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; 2026Q1: 1,605,463 shares 1,605,463 $126M 0.08% +95,706 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; 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; 2026Q1: 1,873,043 shares 1,873,043 $126M 0.08% +218,062 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 176,916 shares 176,916 $125M 0.08% -17,970 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; 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; 2026Q1: 1,202,202 shares 1,202,202 $124M 0.08% +34,002 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 330,570 shares 330,570 $123M 0.08% +7,131 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,481,506 shares 1,481,506 $122M 0.08% +191,403 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; 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; 2026Q1: 2,157,934 shares 2,157,934 $122M 0.08% +59,796 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; 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; 2026Q1: 2,666,364 shares 2,666,364 $122M 0.07% +122,903 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; 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; 2026Q1: 708,646 shares 708,646 $120M 0.07% +53,587 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,234,641 shares 1,234,641 $118M 0.07% +33,058 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,160,176 shares 1,160,176 $117M 0.07% +24,142 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,197,713 shares 1,197,713 $116M 0.07% +18,109 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 531,976 shares 531,976 $116M 0.07% +100,628 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; 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; 2026Q1: 1,948,480 shares 1,948,480 $115M 0.07% -10,637 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,110,021 shares 1,110,021 $112M 0.07% +24,285 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 895,362 shares 895,362 $111M 0.07% +54,766 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; 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; 2026Q1: 3,371,879 shares 3,371,879 $111M 0.07% -92,205 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; 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; 2026Q1: 2,397,938 shares 2,397,938 $111M 0.07% -75,969 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; 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; 2026Q1: 3,015,285 shares 3,015,285 $109M 0.07% +383,985 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,296,552 shares 2,296,552 $109M 0.07% +76,680 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,195,141 shares 1,195,141 $109M 0.07% +39,614 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; 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; 2026Q1: 1,183,912 shares 1,183,912 $108M 0.07% +127,474 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; 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; 2026Q1: 234,166 shares 234,166 $108M 0.07% -4,179 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,819,664 shares 1,819,664 $108M 0.07% -21,423 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; 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; 2026Q1: 2,145,650 shares 2,145,650 $108M 0.07% +105,582 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; 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; 2026Q1: 743,858 shares 743,858 $107M 0.07% +12,459 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 552,870 shares 552,870 $107M 0.07% -45,772 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; 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; 2026Q1: 1,945,178 shares 1,945,178 $106M 0.07% +364,535 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; 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; 2026Q1: 318,105 shares 318,105 $105M 0.06% -67,226 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; 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; 2026Q1: 1,123,841 shares 1,123,841 $103M 0.06% +81,720 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 68,799 shares 68,799 $101M 0.06% -8,626 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; 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; 2026Q1: 3,153,794 shares 3,153,794 $99.6M 0.06% +1,417,059 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; 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; 2026Q1: 1,944,117 shares 1,944,117 $98.8M 0.06% +108,331 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; 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; 2026Q1: 2,498,710 shares 2,498,710 $98.5M 0.06% +298,886 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 460,764 shares 460,764 $98.5M 0.06% +11,281 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,166,486 shares 1,166,486 $97.5M 0.06% +102,430 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; 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; 2026Q1: 317,128 shares 317,128 $95.9M 0.06% +14,312 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 384,114 shares 384,114 $93.9M 0.06% +15,336 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 107 shares; 2025Q3: 317 shares; 2025Q4: 2,900 shares; 2026Q1: 2,837,228 shares 2,837,228 $93.5M 0.06% +2,834,328 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 384,032 shares 384,032 $92.2M 0.06% +19,811 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; 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; 2026Q1: 1,933,484 shares 1,933,484 $91.9M 0.06% +64,628 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 821,308 shares 821,308 $91.5M 0.06% +160,038 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; 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; 2026Q1: 2,681,016 shares 2,681,016 $90.8M 0.06% +195,610 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; 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; 2026Q1: 619,635 shares 619,635 $90.3M 0.06% +68,934 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; 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; 2026Q1: 551,452 shares 551,452 $88.4M 0.05% +54,485 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; 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; 2026Q1: 1,737,960 shares 1,737,960 $88.3M 0.05% -88,836 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; 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; 2026Q1: 834,469 shares 834,469 $87.6M 0.05% +48,776 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,571,954 shares 3,571,954 $86.8M 0.05% +802,983 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 272,496 shares 272,496 $86.7M 0.05% -168,269 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 748,069 shares 748,069 $84.8M 0.05% -13,722 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 639,260 shares 639,260 $84.7M 0.05% +5,742 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; 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; 2026Q1: 1,120,386 shares 1,120,386 $84.1M 0.05% +126,129 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; 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; 2026Q1: 753,152 shares 753,152 $83.7M 0.05% +136,844 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 710,650 shares 710,650 $83.6M 0.05% +53,783 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; 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; 2026Q1: 379,793 shares 379,793 $82.5M 0.05% +13,013 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; 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; 2026Q1: 2,439,448 shares 2,439,448 $82.3M 0.05% -91,112 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 547,651 shares 547,651 $80.6M 0.05% +140,584 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; 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; 2026Q1: 1,821,021 shares 1,821,021 $80.5M 0.05% -2,780 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; 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; 2026Q1: 1,723,735 shares 1,723,735 $80.4M 0.05% +128,669 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 675,348 shares 675,348 $80.1M 0.05% -32,878 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 424,880 shares 424,880 $79.3M 0.05% +4,836 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; 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; 2026Q1: 477,497 shares 477,497 $78.9M 0.05% +18,167 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; 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; 2026Q1: 1,629,720 shares 1,629,720 $78.7M 0.05% +110,981 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; 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; 2026Q1: 92,888 shares 92,888 $78.6M 0.05% -17,740 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,646,528 shares; 2025Q4: 3,351,216 shares; 2026Q1: 3,184,905 shares 3,184,905 $77.4M 0.05% -166,311 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; 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; 2026Q1: 1,242,635 shares 1,242,635 $77.4M 0.05% +78,254 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; 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; 2026Q1: 1,262,382 shares 1,262,382 $77.4M 0.05% -112,260 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; 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; 2026Q1: 1,485,416 shares 1,485,416 $77.1M 0.05% +281,291 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; 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; 2026Q1: 1,000,041 shares 1,000,041 $77.1M 0.05% +306,582 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; 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; 2026Q1: 889,710 shares 889,710 $77M 0.05% +52,655 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 136,495 shares 136,495 $76.9M 0.05% +3,759 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; 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; 2026Q1: 762,781 shares 762,781 $76.2M 0.05% +162,063 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; 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; 2026Q1: 2,876,402 shares 2,876,402 $75.6M 0.05% +262,837 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,018,366 shares; 2025Q4: 1,542,772 shares; 2026Q1: 2,434,687 shares 2,434,687 $75.5M 0.05% +891,915 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; 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; 2026Q1: 210,460 shares 210,460 $75.3M 0.05% +28,744 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; 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; 2026Q1: 412,605 shares 412,605 $75.3M 0.05% +14,113 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 688,048 shares 688,048 $75M 0.05% +44,401 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; 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; 2026Q1: 754,801 shares 754,801 $74.8M 0.05% +24,806 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; 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; 2026Q1: 1,655,233 shares 1,655,233 $73.9M 0.05% +140,623 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,789,163 shares; 2026Q1: 2,123,291 shares 2,123,291 $73.7M 0.05% +334,128 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; 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; 2026Q1: 1,882,852 shares 1,882,852 $73.4M 0.05% +152,951 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; 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; 2026Q1: 2,415,743 shares 2,415,743 $72.8M 0.04% +248,072 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; 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; 2026Q1: 81,154 shares 81,154 $72.7M 0.04% +1,890 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 398,344 shares 398,344 $72.3M 0.04% +3,453 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; 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; 2026Q1: 342,635 shares 342,635 $71.3M 0.04% +29,279 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 538,317 shares 538,317 $71.1M 0.04% +7,756 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; 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; 2026Q1: 1,042,917 shares 1,042,917 $71M 0.04% -130,360 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; 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; 2026Q1: 620,359 shares 620,359 $70.9M 0.04% +64,503 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; 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; 2026Q1: 261,948 shares 261,948 $70.9M 0.04% +7,058 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; 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; 2026Q1: 440,498 shares 440,498 $70.3M 0.04% +20,145 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 645 shares; 2025Q2: not reported; 2025Q3: 701,141 shares; 2025Q4: 1,872,451 shares; 2026Q1: 2,681,049 shares 2,681,049 $70.2M 0.04% +808,598 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; 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; 2026Q1: 230,345 shares 230,345 $69.7M 0.04% +1,097 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; 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; 2026Q1: 1,783,327 shares 1,783,327 $69.1M 0.04% +200,714 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; 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; 2026Q1: 253,661 shares 253,661 $69.1M 0.04% -40,393 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 206,136 shares 206,136 $67.7M 0.04% -11,441 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; 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; 2026Q1: 275,086 shares 275,086 $66.7M 0.04% +6,736 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; 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; 2026Q1: 541,241 shares 541,241 $66.5M 0.04% -35,750 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; 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; 2026Q1: 804,557 shares 804,557 $66.3M 0.04% +31,724 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; 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; 2026Q1: 279,551 shares 279,551 $66.1M 0.04% +46,400 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; 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; 2026Q1: 183,464 shares 183,464 $65.9M 0.04% -23,205 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; 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; 2026Q1: 1,429,998 shares 1,429,998 $65.7M 0.04% +50,304 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 827,372 shares 827,372 $65.2M 0.04% -14,071 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,391,405 shares 1,391,405 $64.7M 0.04% -702,854 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; 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; 2026Q1: 311,752 shares 311,752 $64.2M 0.04% +5,219 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; 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; 2026Q1: 173,959 shares 173,959 $63.9M 0.04% -57,495 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; 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; 2026Q1: 256,561 shares 256,561 $63.4M 0.04% -37,096 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 443,636 shares 443,636 $63.2M 0.04% +6,828 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; 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; 2026Q1: 136,772 shares 136,772 $63.1M 0.04% +8,091 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 412,591 shares 412,591 $62.5M 0.04% +102,721 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,003,253 shares 1,003,253 $61.8M 0.04% -43,853 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 706,982 shares 706,982 $61.3M 0.04% +110,895 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; 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; 2026Q1: 1,222,253 shares 1,222,253 $60.9M 0.04% +175,639 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; 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; 2026Q1: 122,728 shares 122,728 $60.3M 0.04% +2,889 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 625,113 shares 625,113 $60.1M 0.04% +76,990 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; 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; 2026Q1: 457,270 shares 457,270 $59.9M 0.04% -2,522 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; 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; 2026Q1: 195,898 shares 195,898 $59.6M 0.04% +4,327 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; 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; 2026Q1: 1,457,843 shares 1,457,843 $59.5M 0.04% +10,904 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 272,530 shares 272,530 $59.3M 0.04% +1,957 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; 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; 2026Q1: 346,188 shares 346,188 $59M 0.04% +86,388 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,697 shares; 2024Q4: 69,599 shares; 2025Q1: 74,360 shares; 2025Q2: 47,055 shares; 2025Q3: 52,018 shares; 2025Q4: 62,255 shares; 2026Q1: 391,296 shares 391,296 $58.8M 0.04% +329,041 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; 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; 2026Q1: 1,310,020 shares 1,310,020 $58.8M 0.04% -286,454 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 275,581 shares 275,581 $58.2M 0.04% -14,634 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; 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; 2026Q1: 351,549 shares 351,549 $57.7M 0.04% -116,005 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,287,735 shares; 2026Q1: 3,411,824 shares 3,411,824 $56.7M 0.03% -875,911 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; 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; 2026Q1: 386,703 shares 386,703 $56.5M 0.03% +59,350 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 720,172 shares 720,172 $56.5M 0.03% +56,577 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; 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; 2026Q1: 1,124,589 shares 1,124,589 $55.7M 0.03% +8,883 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; 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; 2026Q1: 1,102,937 shares 1,102,937 $55.1M 0.03% +71,015 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; 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; 2026Q1: 162,527 shares 162,527 $54.9M 0.03% +3,621 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; 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; 2026Q1: 156,807 shares 156,807 $54.1M 0.03% -30,630 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; 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; 2026Q1: 854,345 shares 854,345 $53.6M 0.03% +118,493 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; 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; 2026Q1: 482,881 shares 482,881 $53.5M 0.03% +34,582 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,102,223 shares 1,102,223 $52.9M 0.03% +81,668 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 521,187 shares 521,187 $52.5M 0.03% -173,454 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 603,345 shares 603,345 $52.1M 0.03% +27,450 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; 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; 2026Q1: 427,111 shares 427,111 $51.4M 0.03% +10,623 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; 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; 2026Q1: 927,206 shares 927,206 $51.2M 0.03% -160,804 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; 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; 2026Q1: 345,677 shares 345,677 $51.2M 0.03% +22,587 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,198,290 shares 1,198,290 $51M 0.03% +73,002 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; 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; 2026Q1: 320,673 shares 320,673 $50.4M 0.03% +7,645 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,043,883 shares; 2026Q1: 2,159,817 shares 2,159,817 $50.4M 0.03% +115,934 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; 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; 2026Q1: 912,530 shares 912,530 $50.1M 0.03% -53,386 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; 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; 2026Q1: 206,082 shares 206,082 $50M 0.03% +89,463 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 769,716 shares 769,716 $49.8M 0.03% +1,640 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 451,433 shares 451,433 $49.8M 0.03% +9,037 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 481,437 shares 481,437 $49.8M 0.03% +150,009 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; 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; 2026Q1: 1,031,849 shares 1,031,849 $49.6M 0.03% +169,729 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,231,742 shares; 2025Q4: 2,210,251 shares; 2026Q1: 1,998,218 shares 1,998,218 $49.3M 0.03% -212,033 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 281 shares; 2025Q1: 173 shares; 2025Q2: 355 shares; 2025Q3: 718 shares; 2025Q4: 189,015 shares; 2026Q1: 152,681 shares 152,681 $49.1M 0.03% -36,334 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; 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; 2026Q1: 113,916 shares 113,916 $48.5M 0.03% +4,180 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; 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; 2026Q1: 330,157 shares 330,157 $48.3M 0.03% +15,759 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; 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; 2026Q1: 243,284 shares 243,284 $48M 0.03% +61,438 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; 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; 2026Q1: 505,833 shares 505,833 $47.5M 0.03% +339,046 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 151,451 shares 151,451 $47.5M 0.03% +24,268 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 501,929 shares 501,929 $47.5M 0.03% +33,925 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 118,739 shares 118,739 $47.3M 0.03% +92,562 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 164,428 shares 164,428 $46.7M 0.03% +15,892 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; 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; 2026Q1: 2,688,512 shares 2,688,512 $46.6M 0.03% -459,499 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; 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; 2026Q1: 609,649 shares 609,649 $46.3M 0.03% +28,005 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; 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; 2026Q1: 117,891 shares 117,891 $46M 0.03% -98,400 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; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: not reported; 2025Q1: 3,006 shares; 2025Q2: 5,708 shares; 2025Q3: 164,096 shares; 2025Q4: 326,176 shares; 2026Q1: 639,965 shares 639,965 $45.3M 0.03% +313,789 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; 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; 2026Q1: 206,482 shares 206,482 $45.2M 0.03% -25,606 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; 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; 2026Q1: 153,124 shares 153,124 $44.8M 0.03% +3,572 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; 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; 2026Q1: 1,054,049 shares 1,054,049 $44.7M 0.03% +60,345 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 375,660 shares 375,660 $44.5M 0.03% -6,563 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; 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; 2026Q1: 138,608 shares 138,608 $44.4M 0.03% +5,182 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; 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; 2026Q1: 651,444 shares 651,444 $44.4M 0.03% -94,953 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,923 shares; 2024Q4: 74,774 shares; 2025Q1: 97,880 shares; 2025Q2: 113,584 shares; 2025Q3: 128,437 shares; 2025Q4: 155,450 shares; 2026Q1: 910,288 shares 910,288 $44.4M 0.03% +754,838 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; 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; 2026Q1: 90,874 shares 90,874 $44.1M 0.03% +56,166 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; 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; 2026Q1: 452,163 shares 452,163 $43.7M 0.03% -64,530 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; 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; 2026Q1: 431,537 shares 431,537 $43.4M 0.03% +33,507 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; 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; 2026Q1: 32,475 shares 32,475 $42.9M 0.03% +23 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; 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; 2026Q1: 1,209,649 shares 1,209,649 $42.8M 0.03% +87,822 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 88,679 shares; 2026Q1: 846,669 shares 846,669 $42.7M 0.03% +757,990 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,638 shares; 2024Q4: 11,422 shares; 2025Q1: 11,300 shares; 2025Q2: 10,764 shares; 2025Q3: 11,717 shares; 2025Q4: 10,841 shares; 2026Q1: 106,834 shares 106,834 $42.4M 0.03% +95,993 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; 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; 2026Q1: 418,303 shares 418,303 $41.9M 0.03% -126,215 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; 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; 2026Q1: 147,763 shares 147,763 $41.7M 0.03% -31,980 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,071 shares; 2024Q4: 2,394 shares; 2025Q1: 2,334 shares; 2025Q2: 2,155 shares; 2025Q3: 1,797 shares; 2025Q4: 1,517 shares; 2026Q1: 354,789 shares 354,789 $40.7M 0.03% +353,272 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; 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; 2026Q1: 811,788 shares 811,788 $40.7M 0.03% +147,304 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 82,568 shares 82,568 $40.5M 0.02% -44,031 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; 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; 2026Q1: 1,760,706 shares 1,760,706 $40.5M 0.02% -116,655 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; 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; 2026Q1: 369,402 shares 369,402 $39.8M 0.02% -4,744 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 455,496 shares 455,496 $39.7M 0.02% +32,230 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 253,457 shares 253,457 $39.3M 0.02% -34,924 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; 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; 2026Q1: 423,360 shares 423,360 $39.2M 0.02% -31,677 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; 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; 2026Q1: 1,022,318 shares 1,022,318 $39.1M 0.02% +351,764 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; 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; 2026Q1: 1,078,243 shares 1,078,243 $39.1M 0.02% -52,900 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,269 shares; 2024Q4: 20,564 shares; 2025Q1: 89,037 shares; 2025Q2: 51,393 shares; 2025Q3: 58,071 shares; 2025Q4: 52,460 shares; 2026Q1: 358,969 shares 358,969 $38.9M 0.02% +306,509 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; 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; 2026Q1: 1,145,213 shares 1,145,213 $38.7M 0.02% +489,407 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; 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; 2026Q1: 223,775 shares 223,775 $38.7M 0.02% -53,224 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; 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; 2026Q1: 1,371,813 shares 1,371,813 $38.5M 0.02% +306,869 Timeline UBND VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,760,311 shares 1,760,311 $38.3M 0.02% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 674,592 shares 674,592 $38.3M 0.02% +76,745 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; 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; 2026Q1: 1,223,466 shares 1,223,466 $38.2M 0.02% +9,537 Timeline ILOW AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,017 shares; 2025Q3: 172,108 shares; 2025Q4: 186,439 shares; 2026Q1: 872,221 shares 872,221 $37.2M 0.02% +685,782 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; 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; 2026Q1: 118,045 shares 118,045 $36.9M 0.02% +13,541 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; 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; 2026Q1: 484,194 shares 484,194 $36.8M 0.02% -385,316 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 851 shares; 2024Q4: 876 shares; 2025Q1: 807 shares; 2025Q2: 846 shares; 2025Q3: 883 shares; 2025Q4: 945 shares; 2026Q1: 125,357 shares 125,357 $36.5M 0.02% +124,412 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 799,904 shares 799,904 $36.4M 0.02% +32,605 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; 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; 2026Q1: 41,570 shares 41,570 $36.3M 0.02% -417 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; 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; 2026Q1: 437,999 shares 437,999 $36.2M 0.02% +211,103 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,082 shares; 2025Q3: 179,220 shares; 2025Q4: 1,079,169 shares; 2026Q1: 1,213,695 shares 1,213,695 $36.2M 0.02% +134,526 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; 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; 2026Q1: 289,326 shares 289,326 $36.1M 0.02% -18,676 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 114,925 shares 114,925 $35.7M 0.02% +863 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; 2024Q2: restricted; 2024Q3: 163 shares; 2024Q4: 347 shares; 2025Q1: 1,372 shares; 2025Q2: 20,381 shares; 2025Q3: 102,166 shares; 2025Q4: 159,264 shares; 2026Q1: 218,109 shares 218,109 $35.7M 0.02% +58,845 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; 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; 2026Q1: 387,811 shares 387,811 $35.6M 0.02% -10,850 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; 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; 2026Q1: 380,032 shares 380,032 $35.3M 0.02% +10,091 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 241,839 shares 241,839 $35.2M 0.02% +5,063 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; 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; 2026Q1: 601,990 shares 601,990 $35.2M 0.02% -20,027 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 258,968 shares 258,968 $35.1M 0.02% -19,380 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; 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; 2026Q1: 491,168 shares 491,168 $34.9M 0.02% -95,836 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; 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; 2026Q1: 287,995 shares 287,995 $34.8M 0.02% -80,513 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 223,571 shares 223,571 $34.7M 0.02% +237 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; 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; 2026Q1: 447,244 shares 447,244 $34.7M 0.02% +3,607 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; 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; 2026Q1: 676,375 shares 676,375 $34.3M 0.02% +208,040 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; 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; 2026Q1: 605,352 shares 605,352 $33.5M 0.02% +34,268 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,153 shares; 2024Q4: 96,680 shares; 2025Q1: 95,964 shares; 2025Q2: 88,367 shares; 2025Q3: 86,342 shares; 2025Q4: 85,187 shares; 2026Q1: 485,554 shares 485,554 $33.2M 0.02% +400,367 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 349,531 shares 349,531 $33.1M 0.02% +23,534 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; 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; 2026Q1: 287,407 shares 287,407 $33M 0.02% +10,881 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; 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; 2026Q1: 2,717,641 shares 2,717,641 $32.8M 0.02% +129,508 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 466,767 shares 466,767 $32.7M 0.02% -64,678 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 345,902 shares 345,902 $32.2M 0.02% +15,632 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; 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; 2026Q1: 654,766 shares 654,766 $31.9M 0.02% +13,789 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,042,474 shares 1,042,474 $31.6M 0.02% -2,286 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; 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; 2026Q1: 730,510 shares 730,510 $31.5M 0.02% -2,937 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; 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; 2026Q1: 229,687 shares 229,687 $30.5M 0.02% +12,487 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 748,811 shares; 2024Q4: 741,009 shares; 2025Q1: 735,256 shares; 2025Q2: 620,754 shares; 2025Q3: 551,524 shares; 2025Q4: 539,430 shares; 2026Q1: 894,428 shares 894,428 $30.4M 0.02% +354,998 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 541,335 shares 541,335 $29.7M 0.02% +21,783 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 621 shares; 2024Q4: 262 shares; 2025Q1: 329 shares; 2025Q2: 344 shares; 2025Q3: 356 shares; 2025Q4: 366 shares; 2026Q1: 86,075 shares 86,075 $29.6M 0.02% +85,709 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; 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; 2026Q1: 403,201 shares 403,201 $29.5M 0.02% +215,745 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; 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; 2026Q1: 428,258 shares 428,258 $29.5M 0.02% +141,843 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; 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; 2026Q1: 718,421 shares 718,421 $29.4M 0.02% +92,550 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 308,847 shares 308,847 $29.3M 0.02% -51,930 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; 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; 2026Q1: 1,005,053 shares 1,005,053 $29.1M 0.02% +24,227 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; 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; 2026Q1: 730,408 shares 730,408 $29.1M 0.02% +62,021 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,731 shares; 2025Q2: 116,354 shares; 2025Q3: 147,522 shares; 2025Q4: 357,693 shares; 2026Q1: 1,104,690 shares 1,104,690 $29M 0.02% +746,997 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; 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; 2026Q1: 799,288 shares 799,288 $28.7M 0.02% -33,405 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 608,253 shares 608,253 $28.6M 0.02% +24,350 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; 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; 2026Q1: 759,581 shares 759,581 $28.5M 0.02% +80,114 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 497,747 shares 497,747 $28.5M 0.02% +14,113 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; 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; 2026Q1: 845,290 shares 845,290 $28.5M 0.02% +153,677 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; 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; 2026Q1: 453,724 shares 453,724 $28.4M 0.02% +4,253 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 278,805 shares 278,805 $28.4M 0.02% +23,883 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 700 shares; 2025Q2: 6,735 shares; 2025Q3: 275,578 shares; 2025Q4: 557,668 shares; 2026Q1: 920,851 shares 920,851 $28.4M 0.02% +363,183 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 114,007 shares 114,007 $28.4M 0.02% +2,565 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; 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; 2026Q1: 799,576 shares 799,576 $28.3M 0.02% -179,845 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; 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; 2026Q1: 125,136 shares 125,136 $28.1M 0.02% +7,849 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; 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; 2026Q1: 287,976 shares 287,976 $27.8M 0.02% -1,910 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,176 shares; 2025Q1: 1,323 shares; 2025Q2: 8,349 shares; 2025Q3: 9,177 shares; 2025Q4: 11,499 shares; 2026Q1: 205,890 shares 205,890 $27.7M 0.02% +194,391 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; 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; 2026Q1: 45,713 shares 45,713 $27.6M 0.02% -432 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 281,573 shares; 2026Q1: 937,734 shares 937,734 $27.5M 0.02% +656,161 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; 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; 2026Q1: 238,561 shares 238,561 $27.4M 0.02% +496 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 27,707 shares 27,707 $26.6M 0.02% +233 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; 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; 2026Q1: 269,199 shares 269,199 $26.3M 0.02% -1,134 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 522,522 shares 522,522 $26.3M 0.02% +71,641 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 359,605 shares; 2026Q1: 420,890 shares 420,890 $26.2M 0.02% +61,285 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,535 shares; 2024Q4: 3,834 shares; 2025Q1: 3,164 shares; 2025Q2: 1,792 shares; 2025Q3: 2,140 shares; 2025Q4: 948 shares; 2026Q1: 174,037 shares 174,037 $26M 0.02% +173,089 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; 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; 2026Q1: 516,222 shares 516,222 $25.9M 0.02% -53,131 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 428 shares; 2025Q3: 485 shares; 2025Q4: 35,582 shares; 2026Q1: 728,880 shares 728,880 $25.9M 0.02% +693,298 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 351,306 shares; 2024Q4: 190,239 shares; 2025Q1: 137,510 shares; 2025Q2: 167,516 shares; 2025Q3: 136,102 shares; 2025Q4: 141,131 shares; 2026Q1: 1,625,784 shares 1,625,784 $25.8M 0.02% +1,484,653 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,814 shares; 2024Q4: 27,302 shares; 2025Q1: 30,063 shares; 2025Q2: 31,701 shares; 2025Q3: 26,957 shares; 2025Q4: 29,537 shares; 2026Q1: 433,265 shares 433,265 $25.6M 0.02% +403,728 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 248,236 shares 248,236 $25.5M 0.02% -17,470 Timeline IBHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,092,828 shares 1,092,828 $25.4M 0.02% +21,890 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 214,449 shares 214,449 $25.4M 0.02% +14,078 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 246,630 shares 246,630 $25.2M 0.02% -140,682 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182,772 shares; 2024Q4: 196,723 shares; 2025Q1: 194,928 shares; 2025Q2: 213,021 shares; 2025Q3: 220,461 shares; 2025Q4: 243,597 shares; 2026Q1: 410,156 shares 410,156 $24.9M 0.02% +166,559 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; 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; 2026Q1: 257,992 shares 257,992 $24.8M 0.02% +11,370 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,018,078 shares 1,018,078 $24.7M 0.02% -59,185 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; 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; 2026Q1: 633,475 shares 633,475 $24.6M 0.02% +48,456 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,067,255 shares 1,067,255 $24.5M 0.02% -1,462 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; 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; 2026Q1: 94,501 shares 94,501 $24.1M 0.01% +26,007 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; 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; 2026Q1: 677,538 shares 677,538 $24.1M 0.01% -14,174 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,417 shares; 2024Q4: 24,392 shares; 2025Q1: 30,592 shares; 2025Q2: 29,877 shares; 2025Q3: 38,814 shares; 2025Q4: 85,708 shares; 2026Q1: 392,455 shares 392,455 $24M 0.01% +306,747 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 986,619 shares 986,619 $23.9M 0.01% +61,789 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; 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; 2026Q1: 144,228 shares 144,228 $23.9M 0.01% -43,220 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; 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; 2026Q1: 331,962 shares 331,962 $23.9M 0.01% -29,877 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 490,142 shares 490,142 $23.6M 0.01% -61,466 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; 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; 2026Q1: 218,533 shares 218,533 $23.4M 0.01% -5,197 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 439,655 shares 439,655 $23.4M 0.01% +33,630 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; 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; 2026Q1: 1,317,537 shares 1,317,537 $23.4M 0.01% +122,799 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; 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; 2026Q1: 854,690 shares 854,690 $23.3M 0.01% +80,954 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; 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; 2026Q1: 479,048 shares 479,048 $23.2M 0.01% +108,887 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 115,643 shares 115,643 $23M 0.01% +466 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; 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; 2026Q1: 850,355 shares 850,355 $22.9M 0.01% +34,617 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; 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; 2026Q1: 453,986 shares 453,986 $22.9M 0.01% +45,690 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 618,250 shares 618,250 $22.8M 0.01% +5,229 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; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 19 shares; 2025Q1: 20 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 32 shares; 2026Q1: 31 shares 31 $22.3M 0.01% -1 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; 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; 2026Q1: 562,151 shares 562,151 $22.2M 0.01% +76,876 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; 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; 2026Q1: 292,889 shares 292,889 $22.2M 0.01% -179,098 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 292,422 shares 292,422 $22.1M 0.01% +78,280 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; 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; 2026Q1: 53,972 shares 53,972 $22M 0.01% +3,779 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 133,214 shares 133,214 $21.9M 0.01% -4,963 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 243,855 shares 243,855 $21.8M 0.01% +15,772 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 615,983 shares; 2024Q4: 760,253 shares; 2025Q1: 704,592 shares; 2025Q2: 754,468 shares; 2025Q3: 560,853 shares; 2025Q4: 571,455 shares; 2026Q1: 943,511 shares 943,511 $21.6M 0.01% +372,056 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 221,647 shares 221,647 $21.4M 0.01% -6,026 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,127 shares; 2025Q4: 299,872 shares; 2026Q1: 444,980 shares 444,980 $21.3M 0.01% +145,108 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 276,312 shares; 2025Q4: 318,387 shares; 2026Q1: 424,787 shares 424,787 $21.3M 0.01% +106,400 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; 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; 2026Q1: 84,669 shares 84,669 $21.2M 0.01% -9,634 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; 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; 2026Q1: 233,826 shares 233,826 $21.1M 0.01% +6,220 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 299,662 shares 299,662 $21.1M 0.01% -644 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; 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; 2026Q1: 376,060 shares 376,060 $20.9M 0.01% +38,238 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 324,282 shares; 2024Q4: 482,324 shares; 2025Q1: 318,368 shares; 2025Q2: 337,517 shares; 2025Q3: 344,059 shares; 2025Q4: 365,697 shares; 2026Q1: 621,548 shares 621,548 $20.8M 0.01% +255,851 Timeline IBHH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 887,329 shares 887,329 $20.8M 0.01% +13,110 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; 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; 2026Q1: 91,890 shares 91,890 $20.8M 0.01% -2,549 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; 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; 2026Q1: 721,249 shares 721,249 $20.7M 0.01% -26,593 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; 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; 2026Q1: 742,041 shares 742,041 $20.7M 0.01% +26,501 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,836 shares; 2024Q4: 45,189 shares; 2025Q1: 43,853 shares; 2025Q2: 45,969 shares; 2025Q3: 202,555 shares; 2025Q4: 208,313 shares; 2026Q1: 719,455 shares 719,455 $20.6M 0.01% +511,142 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,621 shares; 2024Q4: 73,373 shares; 2025Q1: 67,003 shares; 2025Q2: 65,348 shares; 2025Q3: 102,259 shares; 2025Q4: 166,248 shares; 2026Q1: 274,615 shares 274,615 $20.5M 0.01% +108,367 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 57,936 shares 57,936 $20.4M 0.01% +1,429 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; 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; 2026Q1: 283,727 shares 283,727 $20.3M 0.01% -160,787 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 270,565 shares; 2025Q2: 303,952 shares; 2025Q3: 384,872 shares; 2025Q4: 425,502 shares; 2026Q1: 419,763 shares 419,763 $20.1M 0.01% -5,739 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; 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; 2026Q1: 397,512 shares 397,512 $20.1M 0.01% +69,900 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; 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; 2026Q1: 365,616 shares 365,616 $19.9M 0.01% -861,447 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; 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; 2026Q1: 235,159 shares 235,159 $19.9M 0.01% +29,176 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 228,963 shares 228,963 $19.8M 0.01% +52,171 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; 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; 2026Q1: 647,244 shares 647,244 $19.7M 0.01% -25,611 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; 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; 2026Q1: 219,914 shares 219,914 $19.5M 0.01% -405,140 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; 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; 2026Q1: 199,052 shares 199,052 $19.2M 0.01% -687 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; 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; 2026Q1: 190,787 shares 190,787 $19.1M 0.01% +4,895 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 182,746 shares 182,746 $19.1M 0.01% -330,002 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; 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; 2026Q1: 105,770 shares 105,770 $19M 0.01% +4,678 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 226,602 shares 226,602 $18.9M 0.01% +10,003 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; 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; 2026Q1: 155,496 shares 155,496 $18.8M 0.01% +1,407 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; 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; 2026Q1: 143,033 shares 143,033 $18.7M 0.01% +9,050 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201,410 shares; 2024Q4: 208,883 shares; 2025Q1: 113,937 shares; 2025Q2: 141,448 shares; 2025Q3: 155,440 shares; 2025Q4: 208,314 shares; 2026Q1: 298,819 shares 298,819 $18.7M 0.01% +90,505 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,971 shares; 2024Q4: 72,242 shares; 2025Q1: 93,012 shares; 2025Q2: 87,074 shares; 2025Q3: 85,054 shares; 2025Q4: 125,862 shares; 2026Q1: 201,455 shares 201,455 $18.6M 0.01% +75,593 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; 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; 2026Q1: 414,021 shares 414,021 $18.5M 0.01% +71,053 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; 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; 2026Q1: 761,195 shares 761,195 $18.5M 0.01% -51,322 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; 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; 2026Q1: 230,847 shares 230,847 $18.4M 0.01% +11,319 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; 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; 2026Q1: 274,328 shares 274,328 $18.1M 0.01% -2,641 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; 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; 2026Q1: 535,297 shares 535,297 $18.1M 0.01% -145,661 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; 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; 2026Q1: 180,900 shares 180,900 $18M 0.01% +43,247 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; 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; 2026Q1: 196,239 shares 196,239 $18M 0.01% -44,523 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; 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; 2026Q1: 424,872 shares 424,872 $17.9M 0.01% -59,011 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 10,306 shares 10,306 $17.8M 0.01% +3,372 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; 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; 2026Q1: 101,988 shares 101,988 $17.8M 0.01% +17,824 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 160,535 shares 160,535 $17.7M 0.01% +6,962 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 266,452 shares 266,452 $17.6M 0.01% -13,688 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,465 shares; 2025Q4: 533,368 shares; 2026Q1: 731,643 shares 731,643 $17.5M 0.01% +198,275 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; 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; 2026Q1: 188,535 shares 188,535 $17.5M 0.01% -119,606 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,808 shares; 2024Q4: 22,472 shares; 2025Q1: 32,573 shares; 2025Q2: 35,316 shares; 2025Q3: 40,111 shares; 2025Q4: 49,482 shares; 2026Q1: 68,182 shares 68,182 $17.3M 0.01% +18,700 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; 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; 2026Q1: 257,582 shares 257,582 $17.2M 0.01% +193 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,695 shares; 2024Q4: 9,703 shares; 2025Q1: 7,173 shares; 2025Q2: 9,601 shares; 2025Q3: 226,067 shares; 2025Q4: 300,171 shares; 2026Q1: 382,795 shares 382,795 $17.2M 0.01% +82,624 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 255 shares; 2026Q1: 200,179 shares 200,179 $17.1M 0.01% +199,924 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 218,027 shares; 2025Q4: 221,857 shares; 2026Q1: 230,773 shares 230,773 $17.1M 0.01% +8,916 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 407,626 shares 407,626 $17M 0.01% +3,584 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 86,058 shares 86,058 $17M 0.01% +241 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 45,574 shares 45,574 $16.9M 0.01% -327 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; 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; 2026Q1: 60,282 shares 60,282 $16.8M 0.01% -7,219 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; 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; 2026Q1: 417,264 shares 417,264 $16.7M 0.01% -113,987 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 743,877 shares; 2024Q4: 707,254 shares; 2025Q1: 52,306 shares; 2025Q2: 57,407 shares; 2025Q3: 60,306 shares; 2025Q4: 66,210 shares; 2026Q1: 219,246 shares 219,246 $16.7M 0.01% +153,036 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; 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; 2026Q1: 751,225 shares 751,225 $16.7M 0.01% +52,957 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; 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; 2026Q1: 82,647 shares 82,647 $16.4M 0.01% -6,931 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; 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; 2026Q1: 127,910 shares 127,910 $16.3M 0.01% +11,791 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 579,162 shares 579,162 $16.3M 0.01% -13,119 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 172,166 shares 172,166 $16.2M 0.01% -52,011 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; 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; 2026Q1: 83,056 shares 83,056 $16.1M 0.01% -6,598 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,955 shares; 2026Q1: 163,032 shares 163,032 $15.9M 0.01% +158,077 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; 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; 2026Q1: 45,839 shares 45,839 $15.7M 0.01% +12 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; 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; 2026Q1: 122,428 shares 122,428 $15.7M 0.01% +3,936 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 63,979 shares 63,979 $15.6M 0.01% +114 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; 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; 2026Q1: 207,247 shares 207,247 $15.4M 0.01% +5,180 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 671,388 shares 671,388 $15.4M 0.01% +46,638 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,701 shares; 2024Q4: 121,258 shares; 2025Q1: 152,229 shares; 2025Q2: 117,835 shares; 2025Q3: 94,968 shares; 2025Q4: 93,187 shares; 2026Q1: 111,147 shares 111,147 $15.4M 0.01% +17,960 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 999 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72,063 shares; 2025Q3: 219,495 shares; 2025Q4: 330,908 shares; 2026Q1: 388,728 shares 388,728 $15.3M 0.01% +57,820 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; 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; 2026Q1: 161,598 shares 161,598 $15.2M 0.01% +2,418 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; 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; 2026Q1: 64,337 shares 64,337 $15.2M 0.01% -3,086 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 132,177 shares 132,177 $15.2M 0.01% -156,850 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 370,250 shares 370,250 $15.2M 0.01% -45,336 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,271 shares; 2024Q4: 47,552 shares; 2025Q1: 49,255 shares; 2025Q2: 51,033 shares; 2025Q3: 45,351 shares; 2025Q4: 42,037 shares; 2026Q1: 41,905 shares 41,905 $14.9M 0.01% -132 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; 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; 2026Q1: 459,662 shares 459,662 $14.9M 0.01% +28,663 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,942 shares; 2024Q4: 9,092 shares; 2025Q1: 12,089 shares; 2025Q2: 14,375 shares; 2025Q3: 17,000 shares; 2025Q4: 21,220 shares; 2026Q1: 27,078 shares 27,078 $14.9M 0.01% +5,858 Timeline