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: not loaded; 2024Q4: 26,415,302 shares; 2025Q1: 26,653,704 shares; 2025Q2: 28,484,896 shares; 2025Q3: 28,328,071 shares; 2025Q4: 29,347,563 shares; 2026Q1: 30,640,543 shares 30,640,543 $18.3B 5.65% +1,292,980 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: not loaded; 2024Q4: 77,873,077 shares; 2025Q1: 81,294,683 shares; 2025Q2: 77,335,290 shares; 2025Q3: 79,246,704 shares; 2025Q4: 84,760,819 shares; 2026Q1: 88,714,666 shares 88,714,666 $8.81B 2.72% +3,953,847 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: not loaded; 2024Q4: 29,762,374 shares; 2025Q1: 29,414,200 shares; 2025Q2: 29,215,988 shares; 2025Q3: 29,751,127 shares; 2025Q4: 30,054,951 shares; 2026Q1: 30,138,239 shares 30,138,239 $7.65B 2.36% +83,288 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: not loaded; 2024Q4: 17,131,544 shares; 2025Q1: 16,997,969 shares; 2025Q2: 16,994,203 shares; 2025Q3: 17,105,457 shares; 2025Q4: 17,255,907 shares; 2026Q1: 17,738,222 shares 17,738,222 $6.56B 2.02% +482,315 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: not loaded; 2024Q4: 36,141,367 shares; 2025Q1: 33,826,937 shares; 2025Q2: 34,627,250 shares; 2025Q3: 34,248,980 shares; 2025Q4: 34,553,046 shares; 2026Q1: 35,046,094 shares 35,046,094 $6.1B 1.88% +493,048 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: not loaded; 2024Q4: 18,471,827 shares; 2025Q1: 17,425,496 shares; 2025Q2: 17,517,106 shares; 2025Q3: 16,340,261 shares; 2025Q4: 16,116,942 shares; 2026Q1: 16,286,649 shares 16,286,649 $5.03B 1.55% +169,707 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: not loaded; 2024Q4: 20,389,466 shares; 2025Q1: 20,145,921 shares; 2025Q2: 20,723,982 shares; 2025Q3: 20,801,805 shares; 2025Q4: 20,929,816 shares; 2026Q1: 21,213,148 shares 21,213,148 $4.42B 1.36% +283,332 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: not loaded; 2024Q4: 14,655,399 shares; 2025Q1: 14,618,167 shares; 2025Q2: 14,529,255 shares; 2025Q3: 14,446,003 shares; 2025Q4: 14,448,443 shares; 2026Q1: 14,483,337 shares 14,483,337 $4.25B 1.31% +34,894 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: not loaded; 2024Q4: 37,524,265 shares; 2025Q1: 37,782,854 shares; 2025Q2: 38,892,517 shares; 2025Q3: 37,509,241 shares; 2025Q4: 43,144,722 shares; 2026Q1: 44,654,401 shares 44,654,401 $4.04B 1.25% +1,509,679 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: not loaded; 2024Q4: 13,180,398 shares; 2025Q1: 13,056,605 shares; 2025Q2: 13,197,249 shares; 2025Q3: 13,355,093 shares; 2025Q4: 13,312,835 shares; 2026Q1: 13,153,137 shares 13,153,137 $3.78B 1.17% -159,698 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: not loaded; 2024Q4: 25,529,901 shares; 2025Q1: 24,867,400 shares; 2025Q2: 24,897,233 shares; 2025Q3: 24,990,692 shares; 2025Q4: 24,712,775 shares; 2026Q1: 24,130,868 shares 24,130,868 $3B 0.92% -581,907 Timeline 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: not loaded; 2024Q4: 4,125,167 shares; 2025Q1: 4,193,467 shares; 2025Q2: 4,217,885 shares; 2025Q3: 4,025,265 shares; 2025Q4: 4,369,066 shares; 2026Q1: 4,551,199 shares 4,551,199 $2.97B 0.92% +182,133 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: not loaded; 2024Q4: 5,140,280 shares; 2025Q1: 4,677,340 shares; 2025Q2: 4,659,722 shares; 2025Q3: 4,621,261 shares; 2025Q4: 5,166,926 shares; 2026Q1: 4,529,491 shares 4,529,491 $2.95B 0.91% -637,435 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: not loaded; 2024Q4: 9,264,823 shares; 2025Q1: 9,468,114 shares; 2025Q2: 9,446,764 shares; 2025Q3: 10,137,651 shares; 2025Q4: 10,358,905 shares; 2026Q1: 10,238,839 shares 10,238,839 $2.5B 0.77% -120,066 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: not loaded; 2024Q4: 35,598,511 shares; 2025Q1: 37,597,337 shares; 2025Q2: 38,719,798 shares; 2025Q3: 38,660,423 shares; 2025Q4: 35,824,382 shares; 2026Q1: 36,437,011 shares 36,437,011 $2.46B 0.76% +612,629 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: not loaded; 2024Q4: 3,568,578 shares; 2025Q1: 3,495,456 shares; 2025Q2: 3,636,954 shares; 2025Q3: 3,928,370 shares; 2025Q4: 3,909,737 shares; 2026Q1: 4,083,654 shares 4,083,654 $2.36B 0.73% +173,917 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: not loaded; 2024Q4: 3,831,878 shares; 2025Q1: 3,660,952 shares; 2025Q2: 3,737,448 shares; 2025Q3: 3,864,593 shares; 2025Q4: 3,671,295 shares; 2026Q1: 3,868,055 shares 3,868,055 $2.21B 0.68% +196,760 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: not loaded; 2024Q4: 8,147,097 shares; 2025Q1: 7,500,080 shares; 2025Q2: 7,400,727 shares; 2025Q3: 7,522,670 shares; 2025Q4: 7,508,531 shares; 2026Q1: 7,549,113 shares 7,549,113 $2.16B 0.67% +40,582 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: not loaded; 2024Q4: 6,061,609 shares; 2025Q1: 6,186,061 shares; 2025Q2: 6,568,668 shares; 2025Q3: 6,736,769 shares; 2025Q4: 7,143,783 shares; 2026Q1: 7,515,492 shares 7,515,492 $2.16B 0.67% +371,709 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: not loaded; 2024Q4: 6,702,034 shares; 2025Q1: 6,584,168 shares; 2025Q2: 9,337,480 shares; 2025Q3: 9,557,701 shares; 2025Q4: 9,397,734 shares; 2026Q1: 9,604,349 shares 9,604,349 $2.09B 0.64% +206,615 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: not loaded; 2024Q4: 3,880,865 shares; 2025Q1: 3,892,476 shares; 2025Q2: 3,902,778 shares; 2025Q3: 4,044,838 shares; 2025Q4: 4,289,930 shares; 2026Q1: 4,235,650 shares 4,235,650 $2.03B 0.63% -54,280 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: not loaded; 2024Q4: 5,765,117 shares; 2025Q1: 5,312,744 shares; 2025Q2: 5,466,222 shares; 2025Q3: 5,384,561 shares; 2025Q4: 5,332,986 shares; 2026Q1: 5,515,091 shares 5,515,091 $1.97B 0.61% +182,105 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: not loaded; 2024Q4: 5,687,925 shares; 2025Q1: 5,540,952 shares; 2025Q2: 5,551,966 shares; 2025Q3: 5,645,341 shares; 2025Q4: 5,736,050 shares; 2026Q1: 5,840,346 shares 5,840,346 $1.92B 0.59% +104,296 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: not loaded; 2024Q4: 14,210,215 shares; 2025Q1: 14,078,882 shares; 2025Q2: 13,964,084 shares; 2025Q3: 13,729,381 shares; 2025Q4: 14,095,517 shares; 2026Q1: 14,138,727 shares 14,138,727 $1.76B 0.54% +43,210 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: not loaded; 2024Q4: 7,613,182 shares; 2025Q1: 7,683,731 shares; 2025Q2: 7,446,585 shares; 2025Q3: 7,922,686 shares; 2025Q4: 8,759,680 shares; 2026Q1: 8,736,451 shares 8,736,451 $1.71B 0.53% -23,229 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: not loaded; 2024Q4: 6,187,199 shares; 2025Q1: 5,991,437 shares; 2025Q2: 5,825,867 shares; 2025Q3: 5,747,538 shares; 2025Q4: 5,503,895 shares; 2026Q1: 5,506,658 shares 5,506,658 $1.66B 0.51% +2,763 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: not loaded; 2024Q4: 2,365,417 shares; 2025Q1: 2,637,078 shares; 2025Q2: 2,471,481 shares; 2025Q3: 2,543,120 shares; 2025Q4: 3,328,639 shares; 2026Q1: 3,575,213 shares 3,575,213 $1.56B 0.48% +246,574 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,922,558 shares; 2025Q1: 3,935,224 shares; 2025Q2: 3,738,927 shares; 2025Q3: 4,829,931 shares; 2025Q4: 4,844,037 shares; 2026Q1: 4,865,859 shares 4,865,859 $1.54B 0.48% +21,822 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: not loaded; 2024Q4: 7,154,805 shares; 2025Q1: 7,563,972 shares; 2025Q2: 6,335,778 shares; 2025Q3: 7,102,674 shares; 2025Q4: 6,887,326 shares; 2026Q1: 7,281,963 shares 7,281,963 $1.51B 0.47% +394,637 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: not loaded; 2024Q4: 1,607,062 shares; 2025Q1: 1,471,216 shares; 2025Q2: 1,491,877 shares; 2025Q3: 1,380,719 shares; 2025Q4: 1,489,958 shares; 2026Q1: 1,625,655 shares 1,625,655 $1.49B 0.46% +135,697 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: not loaded; 2024Q4: 27,090,213 shares; 2025Q1: 28,745,843 shares; 2025Q2: 30,857,299 shares; 2025Q3: 30,915,777 shares; 2025Q4: 28,467,498 shares; 2026Q1: 29,333,458 shares 29,333,458 $1.47B 0.45% +865,960 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,307,766 shares; 2025Q1: 3,374,532 shares; 2025Q2: 3,401,738 shares; 2025Q3: 3,433,482 shares; 2025Q4: 3,363,507 shares; 2026Q1: 3,363,408 shares 3,363,408 $1.46B 0.45% -99 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: not loaded; 2024Q4: 3,404,719 shares; 2025Q1: 3,379,991 shares; 2025Q2: 3,385,164 shares; 2025Q3: 3,383,314 shares; 2025Q4: 3,470,027 shares; 2026Q1: 3,389,212 shares 3,389,212 $1.45B 0.45% -80,815 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: not loaded; 2024Q4: 6,870,976 shares; 2025Q1: 8,360,731 shares; 2025Q2: 9,120,488 shares; 2025Q3: 9,317,930 shares; 2025Q4: 9,039,540 shares; 2026Q1: 8,490,149 shares 8,490,149 $1.44B 0.44% -549,391 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,684,017 shares; 2025Q1: 6,037,532 shares; 2025Q2: 5,996,730 shares; 2025Q3: 6,020,140 shares; 2025Q4: 5,815,034 shares; 2026Q1: 5,773,769 shares 5,773,769 $1.41B 0.43% -41,265 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: not loaded; 2024Q4: 1,348,991 shares; 2025Q1: 1,335,929 shares; 2025Q2: 1,336,716 shares; 2025Q3: 1,342,451 shares; 2025Q4: 1,372,191 shares; 2026Q1: 1,403,778 shares 1,403,778 $1.4B 0.43% +31,587 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: not loaded; 2024Q4: 17,584,545 shares; 2025Q1: 17,932,273 shares; 2025Q2: 18,282,872 shares; 2025Q3: 18,570,458 shares; 2025Q4: 19,550,576 shares; 2026Q1: 19,905,325 shares 19,905,325 $1.39B 0.43% +354,749 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,194,339 shares; 2025Q1: 4,188,505 shares; 2025Q2: 4,170,581 shares; 2025Q3: 4,162,369 shares; 2025Q4: 4,119,863 shares; 2026Q1: 4,066,212 shares 4,066,212 $1.33B 0.41% -53,651 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: not loaded; 2024Q4: 13,248,544 shares; 2025Q1: 13,123,587 shares; 2025Q2: 13,315,040 shares; 2025Q3: 13,521,148 shares; 2025Q4: 13,773,118 shares; 2026Q1: 14,250,677 shares 14,250,677 $1.32B 0.41% +477,559 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,750,861 shares; 2025Q1: 4,113,991 shares; 2025Q2: 4,101,669 shares; 2025Q3: 4,096,873 shares; 2025Q4: 4,319,763 shares; 2026Q1: 4,374,832 shares 4,374,832 $1.29B 0.4% +55,069 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: not loaded; 2024Q4: 5,229,633 shares; 2025Q1: 5,329,391 shares; 2025Q2: 5,364,287 shares; 2025Q3: 5,328,591 shares; 2025Q4: 5,591,809 shares; 2026Q1: 5,720,946 shares 5,720,946 $1.23B 0.38% +129,137 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: not loaded; 2024Q4: 20,777,029 shares; 2025Q1: 21,689,998 shares; 2025Q2: 21,831,076 shares; 2025Q3: 22,217,280 shares; 2025Q4: 24,614,196 shares; 2026Q1: 24,433,775 shares 24,433,775 $1.22B 0.38% -180,421 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: not loaded; 2024Q4: 11,198,940 shares; 2025Q1: 11,788,012 shares; 2025Q2: 12,239,721 shares; 2025Q3: 12,504,583 shares; 2025Q4: 12,872,039 shares; 2026Q1: 13,090,611 shares 13,090,611 $1.21B 0.37% +218,572 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: not loaded; 2024Q4: 5,253,808 shares; 2025Q1: 4,901,855 shares; 2025Q2: 4,978,791 shares; 2025Q3: 5,154,926 shares; 2025Q4: 5,379,206 shares; 2026Q1: 5,512,527 shares 5,512,527 $1.18B 0.36% +133,321 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: not loaded; 2024Q4: 7,221,557 shares; 2025Q1: 7,312,162 shares; 2025Q2: 7,491,066 shares; 2025Q3: 7,445,252 shares; 2025Q4: 7,720,006 shares; 2026Q1: 7,617,263 shares 7,617,263 $1.13B 0.35% -102,743 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: not loaded; 2024Q4: 17,051,741 shares; 2025Q1: 17,353,649 shares; 2025Q2: 19,353,624 shares; 2025Q3: 22,125,677 shares; 2025Q4: 23,591,243 shares; 2026Q1: 25,834,967 shares 25,834,967 $1.1B 0.34% +2,243,724 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: not loaded; 2024Q4: 4,542,646 shares; 2025Q1: 4,534,968 shares; 2025Q2: 4,340,839 shares; 2025Q3: 4,181,151 shares; 2025Q4: 4,143,845 shares; 2026Q1: 4,398,367 shares 4,398,367 $1.07B 0.33% +254,522 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: not loaded; 2024Q4: 4,364,293 shares; 2025Q1: 4,225,687 shares; 2025Q2: 4,455,370 shares; 2025Q3: 4,071,623 shares; 2025Q4: 8,118,848 shares; 2026Q1: 7,922,658 shares 7,922,658 $1.05B 0.32% -196,190 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: not loaded; 2024Q4: 1,858,958 shares; 2025Q1: 2,063,634 shares; 2025Q2: 2,210,126 shares; 2025Q3: 2,372,843 shares; 2025Q4: 2,468,969 shares; 2026Q1: 2,407,083 shares 2,407,083 $1.04B 0.32% -61,886 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: not loaded; 2024Q4: 11,776,526 shares; 2025Q1: 12,910,875 shares; 2025Q2: 13,583,212 shares; 2025Q3: 13,461,572 shares; 2025Q4: 14,278,396 shares; 2026Q1: 15,686,207 shares 15,686,207 $1.01B 0.31% +1,407,811 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: not loaded; 2024Q4: 8,033,921 shares; 2025Q1: 11,844,673 shares; 2025Q2: 12,354,397 shares; 2025Q3: 12,375,771 shares; 2025Q4: 12,121,617 shares; 2026Q1: 12,782,375 shares 12,782,375 $973M 0.3% +660,758 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: not loaded; 2024Q4: 2,204,464 shares; 2025Q1: 2,152,652 shares; 2025Q2: 2,257,493 shares; 2025Q3: 2,339,418 shares; 2025Q4: 2,447,967 shares; 2026Q1: 2,586,070 shares 2,586,070 $961M 0.3% +138,103 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: not loaded; 2024Q4: 3,058,208 shares; 2025Q1: 3,144,830 shares; 2025Q2: 3,042,106 shares; 2025Q3: 2,849,708 shares; 2025Q4: 3,013,092 shares; 2026Q1: 2,952,890 shares 2,952,890 $947M 0.29% -60,202 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: not loaded; 2024Q4: 3,971,689 shares; 2025Q1: 5,012,831 shares; 2025Q2: 5,324,683 shares; 2025Q3: 5,251,582 shares; 2025Q4: 5,331,288 shares; 2026Q1: 4,914,898 shares 4,914,898 $944M 0.29% -416,390 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: not loaded; 2024Q4: 4,720,987 shares; 2025Q1: 4,714,243 shares; 2025Q2: 5,952,367 shares; 2025Q3: 5,957,109 shares; 2025Q4: 6,010,324 shares; 2026Q1: 5,930,088 shares 5,930,088 $944M 0.29% -80,236 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: not loaded; 2024Q4: 6,028,543 shares; 2025Q1: 6,283,992 shares; 2025Q2: 6,229,746 shares; 2025Q3: 6,187,734 shares; 2025Q4: 6,205,836 shares; 2026Q1: 6,513,234 shares 6,513,234 $941M 0.29% +307,398 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,052,582 shares; 2025Q1: 3,096,277 shares; 2025Q2: 3,122,067 shares; 2025Q3: 3,075,144 shares; 2025Q4: 2,987,420 shares; 2026Q1: 3,190,740 shares 3,190,740 $927M 0.29% +203,320 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,200,162 shares; 2025Q1: 7,378,331 shares; 2025Q2: 7,184,525 shares; 2025Q3: 7,144,731 shares; 2025Q4: 7,037,826 shares; 2026Q1: 7,049,399 shares 7,049,399 $923M 0.28% +11,573 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: not loaded; 2024Q4: 2,316,407 shares; 2025Q1: 2,228,341 shares; 2025Q2: 2,447,227 shares; 2025Q3: 2,579,781 shares; 2025Q4: 2,677,162 shares; 2026Q1: 2,677,982 shares 2,677,982 $905M 0.28% +820 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: not loaded; 2024Q4: 3,989,418 shares; 2025Q1: 4,426,972 shares; 2025Q2: 5,137,177 shares; 2025Q3: 6,977,858 shares; 2025Q4: 10,196,170 shares; 2026Q1: 11,160,812 shares 11,160,812 $885M 0.27% +964,642 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: not loaded; 2024Q4: 952,308 shares; 2025Q1: 918,029 shares; 2025Q2: 945,954 shares; 2025Q3: 811,741 shares; 2025Q4: 8,227,450 shares; 2026Q1: 8,943,170 shares 8,943,170 $860M 0.27% +715,720 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: not loaded; 2024Q4: 25,026,558 shares; 2025Q1: 25,111,092 shares; 2025Q2: 25,774,366 shares; 2025Q3: 28,532,739 shares; 2025Q4: 26,353,459 shares; 2026Q1: 29,142,722 shares 29,142,722 $844M 0.26% +2,789,263 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: not loaded; 2024Q4: 10,031,147 shares; 2025Q1: 11,002,535 shares; 2025Q2: 11,201,473 shares; 2025Q3: 11,042,125 shares; 2025Q4: 11,285,710 shares; 2026Q1: 12,344,290 shares 12,344,290 $843M 0.26% +1,058,580 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: not loaded; 2024Q4: 666,362 shares; 2025Q1: 568,890 shares; 2025Q2: 944,567 shares; 2025Q3: 934,272 shares; 2025Q4: 861,574 shares; 2026Q1: 926,900 shares 926,900 $808M 0.25% +65,326 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: not loaded; 2024Q4: 4,339,131 shares; 2025Q1: 4,431,644 shares; 2025Q2: 4,291,537 shares; 2025Q3: 4,756,435 shares; 2025Q4: 4,624,367 shares; 2026Q1: 4,879,987 shares 4,879,987 $807M 0.25% +255,620 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,785,120 shares; 2025Q1: 3,671,484 shares; 2025Q2: 3,523,165 shares; 2025Q3: 3,288,599 shares; 2025Q4: 3,098,564 shares; 2026Q1: 2,985,789 shares 2,985,789 $806M 0.25% -112,775 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 536,668 shares; 2025Q1: 1,354,052 shares; 2025Q2: 1,450,651 shares; 2025Q3: 1,515,473 shares; 2025Q4: 1,555,541 shares; 2026Q1: 1,495,891 shares 1,495,891 $802M 0.25% -59,650 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: not loaded; 2024Q4: 2,425,310 shares; 2025Q1: 2,399,469 shares; 2025Q2: 2,365,985 shares; 2025Q3: 2,490,390 shares; 2025Q4: 2,426,060 shares; 2026Q1: 2,580,439 shares 2,580,439 $801M 0.25% +154,379 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,012,820 shares; 2025Q1: 16,026,378 shares; 2025Q2: 13,511,420 shares; 2025Q3: 13,535,506 shares; 2025Q4: 16,288,590 shares; 2026Q1: 16,174,693 shares 16,174,693 $799M 0.25% -113,897 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: not loaded; 2024Q4: 15,692,332 shares; 2025Q1: 15,640,892 shares; 2025Q2: 7,637,165 shares; 2025Q3: 7,007,453 shares; 2025Q4: 6,928,656 shares; 2026Q1: 6,585,514 shares 6,585,514 $792M 0.24% -343,142 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: not loaded; 2024Q4: 2,778,002 shares; 2025Q1: 2,929,874 shares; 2025Q2: 2,942,400 shares; 2025Q3: 3,063,251 shares; 2025Q4: 3,215,974 shares; 2026Q1: 3,281,064 shares 3,281,064 $787M 0.24% +65,090 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: not loaded; 2024Q4: 9,471,657 shares; 2025Q1: 10,040,443 shares; 2025Q2: 9,721,140 shares; 2025Q3: 9,591,974 shares; 2025Q4: 9,824,315 shares; 2026Q1: 10,094,811 shares 10,094,811 $783M 0.24% +270,496 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: not loaded; 2024Q4: 3,822,113 shares; 2025Q1: 3,736,130 shares; 2025Q2: 3,673,896 shares; 2025Q3: 3,719,108 shares; 2025Q4: 3,700,072 shares; 2026Q1: 4,048,901 shares 4,048,901 $777M 0.24% +348,829 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: not loaded; 2024Q4: 14,041,015 shares; 2025Q1: 14,527,920 shares; 2025Q2: 14,411,863 shares; 2025Q3: 14,813,665 shares; 2025Q4: 15,586,010 shares; 2026Q1: 17,263,349 shares 17,263,349 $774M 0.24% +1,677,339 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: not loaded; 2024Q4: 10,055,816 shares; 2025Q1: 10,230,233 shares; 2025Q2: 10,009,467 shares; 2025Q3: 10,467,035 shares; 2025Q4: 10,746,195 shares; 2026Q1: 10,864,804 shares 10,864,804 $762M 0.24% +118,609 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: not loaded; 2024Q4: 1,779,793 shares; 2025Q1: 2,201,585 shares; 2025Q2: 2,477,433 shares; 2025Q3: 2,623,734 shares; 2025Q4: 2,936,996 shares; 2026Q1: 3,189,189 shares 3,189,189 $758M 0.23% +252,193 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: not loaded; 2024Q4: 1,091,203 shares; 2025Q1: 1,010,684 shares; 2025Q2: 958,338 shares; 2025Q3: 936,115 shares; 2025Q4: 940,940 shares; 2026Q1: 892,726 shares 892,726 $749M 0.23% -48,214 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: not loaded; 2024Q4: 1,589,564 shares; 2025Q1: 1,557,155 shares; 2025Q2: 1,549,712 shares; 2025Q3: 1,575,801 shares; 2025Q4: 1,536,283 shares; 2026Q1: 1,483,178 shares 1,483,178 $741M 0.23% -53,105 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,364,580 shares; 2025Q1: 11,356,883 shares; 2025Q2: 12,011,841 shares; 2025Q3: 12,186,943 shares; 2025Q4: 11,974,571 shares; 2026Q1: 12,089,403 shares 12,089,403 $740M 0.23% +114,832 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: not loaded; 2024Q4: 5,581,469 shares; 2025Q1: 5,483,087 shares; 2025Q2: 5,197,786 shares; 2025Q3: 4,587,480 shares; 2025Q4: 4,741,734 shares; 2026Q1: 4,988,247 shares 4,988,247 $730M 0.23% +246,513 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: not loaded; 2024Q4: 973,730 shares; 2025Q1: 977,456 shares; 2025Q2: 972,410 shares; 2025Q3: 1,022,912 shares; 2025Q4: 1,019,075 shares; 2026Q1: 1,026,197 shares 1,026,197 $726M 0.22% +7,122 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: not loaded; 2024Q4: 15,459,393 shares; 2025Q1: 15,891,938 shares; 2025Q2: 16,496,902 shares; 2025Q3: 16,820,246 shares; 2025Q4: 18,341,550 shares; 2026Q1: 19,440,895 shares 19,440,895 $716M 0.22% +1,099,345 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: not loaded; 2024Q4: 3,118,881 shares; 2025Q1: 3,231,267 shares; 2025Q2: 3,242,521 shares; 2025Q3: 3,340,302 shares; 2025Q4: 3,394,647 shares; 2026Q1: 3,499,757 shares 3,499,757 $712M 0.22% +105,110 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,019,648 shares; 2025Q1: 6,040,006 shares; 2025Q2: 5,647,759 shares; 2025Q3: 4,892,752 shares; 2025Q4: 4,974,099 shares; 2026Q1: 4,787,128 shares 4,787,128 $702M 0.22% -186,971 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,444,035 shares; 2025Q1: 3,601,340 shares; 2025Q2: 3,585,167 shares; 2025Q3: 3,506,083 shares; 2025Q4: 3,481,748 shares; 2026Q1: 3,565,772 shares 3,565,772 $699M 0.22% +84,024 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: not loaded; 2024Q4: 3,510,198 shares; 2025Q1: 3,742,570 shares; 2025Q2: 3,761,402 shares; 2025Q3: 3,891,552 shares; 2025Q4: 3,730,824 shares; 2026Q1: 3,584,272 shares 3,584,272 $669M 0.21% -146,552 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,550,385 shares; 2025Q1: 8,191,316 shares; 2025Q2: 8,994,247 shares; 2025Q3: 8,908,747 shares; 2025Q4: 9,100,262 shares; 2026Q1: 9,113,465 shares 9,113,465 $663M 0.2% +13,203 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: not loaded; 2024Q4: 2,696,389 shares; 2025Q1: 2,987,788 shares; 2025Q2: 3,094,667 shares; 2025Q3: 2,641,423 shares; 2025Q4: 2,820,494 shares; 2026Q1: 2,739,003 shares 2,739,003 $662M 0.2% -81,491 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: not loaded; 2024Q4: 7,847,362 shares; 2025Q1: 8,125,441 shares; 2025Q2: 5,884,673 shares; 2025Q3: 6,175,024 shares; 2025Q4: 6,204,714 shares; 2026Q1: 6,801,357 shares 6,801,357 $649M 0.2% +596,643 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: not loaded; 2024Q4: 10,675,166 shares; 2025Q1: 10,838,702 shares; 2025Q2: 10,875,966 shares; 2025Q3: 11,203,865 shares; 2025Q4: 11,253,611 shares; 2026Q1: 7,382,158 shares 7,382,158 $638M 0.2% -3,871,453 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,417,432 shares; 2025Q1: 4,253,675 shares; 2025Q2: 5,505,595 shares; 2025Q3: 5,295,115 shares; 2025Q4: 5,768,478 shares; 2026Q1: 5,692,301 shares 5,692,301 $631M 0.19% -76,177 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: not loaded; 2024Q4: 2,560,361 shares; 2025Q1: 4,861,309 shares; 2025Q2: 5,330,635 shares; 2025Q3: 5,317,557 shares; 2025Q4: 5,128,690 shares; 2026Q1: 4,786,720 shares 4,786,720 $628M 0.19% -341,970 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,782,736 shares; 2025Q1: 2,705,025 shares; 2025Q2: 2,793,645 shares; 2025Q3: 2,739,096 shares; 2025Q4: 2,744,349 shares; 2026Q1: 2,952,335 shares 2,952,335 $612M 0.19% +207,986 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: not loaded; 2024Q4: 10,636,023 shares; 2025Q1: 12,496,285 shares; 2025Q2: 12,018,669 shares; 2025Q3: 12,844,014 shares; 2025Q4: 14,105,263 shares; 2026Q1: 15,324,967 shares 15,324,967 $604M 0.19% +1,219,704 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: not loaded; 2024Q4: 11,872,633 shares; 2025Q1: 12,049,171 shares; 2025Q2: 16,128,133 shares; 2025Q3: 14,536,966 shares; 2025Q4: 14,527,953 shares; 2026Q1: 12,129,999 shares 12,129,999 $591M 0.18% -2,397,954 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: not loaded; 2024Q4: 2,203,938 shares; 2025Q1: 2,149,642 shares; 2025Q2: 2,213,641 shares; 2025Q3: 2,222,028 shares; 2025Q4: 2,304,605 shares; 2026Q1: 2,252,087 shares 2,252,087 $590M 0.18% -52,518 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: not loaded; 2024Q4: 3,875,487 shares; 2025Q1: 3,105,982 shares; 2025Q2: 3,194,425 shares; 2025Q3: 3,194,526 shares; 2025Q4: 3,243,578 shares; 2026Q1: 3,716,174 shares 3,716,174 $577M 0.18% +472,596 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: not loaded; 2024Q4: 6,109,589 shares; 2025Q1: 6,348,372 shares; 2025Q2: 6,498,596 shares; 2025Q3: 6,869,884 shares; 2025Q4: 7,735,108 shares; 2026Q1: 7,756,971 shares 7,756,971 $571M 0.18% +21,863 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: not loaded; 2024Q4: 1,542,024 shares; 2025Q1: 1,676,345 shares; 2025Q2: 1,725,628 shares; 2025Q3: 1,746,516 shares; 2025Q4: 1,702,750 shares; 2026Q1: 1,620,353 shares 1,620,353 $570M 0.18% -82,397 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: not loaded; 2024Q4: 6,938,080 shares; 2025Q1: 7,777,757 shares; 2025Q2: 8,464,909 shares; 2025Q3: 11,144,965 shares; 2025Q4: 12,416,934 shares; 2026Q1: 14,117,411 shares 14,117,411 $567M 0.17% +1,700,477 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: not loaded; 2024Q4: 795,919 shares; 2025Q1: 788,435 shares; 2025Q2: 839,978 shares; 2025Q3: 796,882 shares; 2025Q4: 799,090 shares; 2026Q1: 812,460 shares 812,460 $567M 0.17% +13,370 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,655,127 shares; 2025Q1: 1,655,982 shares; 2025Q2: 1,633,227 shares; 2025Q3: 1,641,551 shares; 2025Q4: 1,594,845 shares; 2026Q1: 1,358,803 shares 1,358,803 $566M 0.17% -236,042 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: not loaded; 2024Q4: 5,614,498 shares; 2025Q1: 5,496,356 shares; 2025Q2: 5,428,335 shares; 2025Q3: 5,536,178 shares; 2025Q4: 5,406,562 shares; 2026Q1: 5,264,261 shares 5,264,261 $540M 0.17% -142,301 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: not loaded; 2024Q4: 21,703,476 shares; 2025Q1: 21,199,631 shares; 2025Q2: 17,528,202 shares; 2025Q3: 16,422,407 shares; 2025Q4: 15,517,045 shares; 2026Q1: 17,180,084 shares 17,180,084 $527M 0.16% +1,663,039 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: not loaded; 2024Q4: 4,038,284 shares; 2025Q1: 5,965,126 shares; 2025Q2: 3,811,286 shares; 2025Q3: 3,618,655 shares; 2025Q4: 3,591,912 shares; 2026Q1: 3,546,487 shares 3,546,487 $518M 0.16% -45,425 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: not loaded; 2024Q4: 1,576,798 shares; 2025Q1: 1,593,551 shares; 2025Q2: 1,716,980 shares; 2025Q3: 1,727,303 shares; 2025Q4: 1,928,118 shares; 2026Q1: 2,662,041 shares 2,662,041 $513M 0.16% +733,923 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: not loaded; 2024Q4: 15,366,610 shares; 2025Q1: 15,070,080 shares; 2025Q2: 12,518,003 shares; 2025Q3: 10,278,153 shares; 2025Q4: 8,846,219 shares; 2026Q1: 8,171,215 shares 8,171,215 $511M 0.16% -675,004 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 736,260 shares; 2025Q1: 745,400 shares; 2025Q2: 754,328 shares; 2025Q3: 763,747 shares; 2025Q4: 748,928 shares; 2026Q1: 1,027,522 shares 1,027,522 $510M 0.16% +278,594 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: not loaded; 2024Q4: 2,114,691 shares; 2025Q1: 1,899,541 shares; 2025Q2: 1,862,830 shares; 2025Q3: 1,925,317 shares; 2025Q4: 1,886,225 shares; 2026Q1: 2,005,420 shares 2,005,420 $497M 0.15% +119,195 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: not loaded; 2024Q4: 2,716,541 shares; 2025Q1: 2,887,793 shares; 2025Q2: 4,041,128 shares; 2025Q3: 4,170,594 shares; 2025Q4: 4,186,242 shares; 2026Q1: 5,379,913 shares 5,379,913 $493M 0.15% +1,193,671 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: not loaded; 2024Q4: 5,948,359 shares; 2025Q1: 5,961,465 shares; 2025Q2: 6,092,301 shares; 2025Q3: 6,187,082 shares; 2025Q4: 6,275,046 shares; 2026Q1: 6,562,158 shares 6,562,158 $493M 0.15% +287,112 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,815,653 shares; 2025Q1: 20,243,358 shares; 2025Q2: 19,614,955 shares; 2025Q3: 18,642,981 shares; 2025Q4: 15,204,835 shares; 2026Q1: 17,008,857 shares 17,008,857 $488M 0.15% +1,804,022 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: not loaded; 2024Q4: 5,063,190 shares; 2025Q1: 5,395,693 shares; 2025Q2: 5,347,213 shares; 2025Q3: 5,626,480 shares; 2025Q4: 5,648,490 shares; 2026Q1: 5,513,280 shares 5,513,280 $486M 0.15% -135,210 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: not loaded; 2024Q4: 5,602,308 shares; 2025Q1: 6,435,593 shares; 2025Q2: 7,072,179 shares; 2025Q3: 7,273,381 shares; 2025Q4: 8,099,270 shares; 2026Q1: 8,554,441 shares 8,554,441 $485M 0.15% +455,171 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: not loaded; 2024Q4: 699,156 shares; 2025Q1: 688,174 shares; 2025Q2: 711,707 shares; 2025Q3: 885,164 shares; 2025Q4: 885,472 shares; 2026Q1: 861,523 shares 861,523 $484M 0.15% -23,949 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: not loaded; 2024Q4: 2,276,439 shares; 2025Q1: 2,026,214 shares; 2025Q2: 1,899,768 shares; 2025Q3: 2,025,635 shares; 2025Q4: 2,159,810 shares; 2026Q1: 1,962,531 shares 1,962,531 $477M 0.15% -197,279 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: not loaded; 2024Q4: 1,125,023 shares; 2025Q1: 1,190,501 shares; 2025Q2: 1,204,263 shares; 2025Q3: 1,319,489 shares; 2025Q4: 1,268,733 shares; 2026Q1: 1,396,189 shares 1,396,189 $476M 0.15% +127,456 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,333,851 shares; 2025Q1: 1,273,960 shares; 2025Q2: 860,282 shares; 2025Q3: 2,039,644 shares; 2025Q4: 3,866,426 shares; 2026Q1: 4,185,972 shares 4,185,972 $470M 0.15% +319,546 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: not loaded; 2024Q4: 14,489,666 shares; 2025Q1: 14,822,162 shares; 2025Q2: 15,317,027 shares; 2025Q3: 14,516,716 shares; 2025Q4: 14,890,934 shares; 2026Q1: 15,826,527 shares 15,826,527 $461M 0.14% +935,593 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: not loaded; 2024Q4: 1,614,360 shares; 2025Q1: 1,664,080 shares; 2025Q2: 1,632,328 shares; 2025Q3: 1,535,399 shares; 2025Q4: 1,512,143 shares; 2026Q1: 1,357,411 shares 1,357,411 $458M 0.14% -154,732 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: not loaded; 2024Q4: 12,256,650 shares; 2025Q1: 11,987,930 shares; 2025Q2: 12,059,891 shares; 2025Q3: 12,008,870 shares; 2025Q4: 13,130,315 shares; 2026Q1: 13,649,623 shares 13,649,623 $455M 0.14% +519,308 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,010,271 shares; 2025Q1: 3,013,851 shares; 2025Q2: 3,133,413 shares; 2025Q3: 3,116,544 shares; 2025Q4: 3,090,639 shares; 2026Q1: 3,059,540 shares 3,059,540 $447M 0.14% -31,099 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: not loaded; 2024Q4: 4,499,950 shares; 2025Q1: 4,344,305 shares; 2025Q2: 4,256,548 shares; 2025Q3: 4,309,062 shares; 2025Q4: 4,354,800 shares; 2026Q1: 3,890,879 shares 3,890,879 $440M 0.14% -463,921 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: not loaded; 2024Q4: 4,028,527 shares; 2025Q1: 4,261,894 shares; 2025Q2: 4,189,283 shares; 2025Q3: 4,620,873 shares; 2025Q4: 4,870,777 shares; 2026Q1: 5,288,276 shares 5,288,276 $438M 0.13% +417,499 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 loaded; 2024Q4: 538,048 shares; 2025Q1: 427,769 shares; 2025Q2: 470,469 shares; 2025Q3: 460,782 shares; 2025Q4: 440,844 shares; 2026Q1: 456,404 shares 456,404 $436M 0.13% +15,560 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: not loaded; 2024Q4: 2,729,539 shares; 2025Q1: 2,339,694 shares; 2025Q2: 2,196,496 shares; 2025Q3: 2,428,884 shares; 2025Q4: 2,803,898 shares; 2026Q1: 2,756,041 shares 2,756,041 $433M 0.13% -47,857 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,430,886 shares; 2025Q1: 3,494,644 shares; 2025Q2: 3,470,417 shares; 2025Q3: 3,451,221 shares; 2025Q4: 3,477,330 shares; 2026Q1: 3,328,561 shares 3,328,561 $429M 0.13% -148,769 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,687,946 shares; 2025Q1: 1,673,668 shares; 2025Q2: 1,703,556 shares; 2025Q3: 1,783,788 shares; 2025Q4: 1,841,400 shares; 2026Q1: 1,846,416 shares 1,846,416 $424M 0.13% +5,016 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: not loaded; 2024Q4: 3,914,161 shares; 2025Q1: 3,666,884 shares; 2025Q2: 4,137,001 shares; 2025Q3: 4,681,618 shares; 2025Q4: 4,608,449 shares; 2026Q1: 5,430,943 shares 5,430,943 $416M 0.13% +822,494 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: not loaded; 2024Q4: 2,710,967 shares; 2025Q1: 4,114,508 shares; 2025Q2: 4,547,581 shares; 2025Q3: 5,364,001 shares; 2025Q4: 5,641,967 shares; 2026Q1: 7,114,647 shares 7,114,647 $414M 0.13% +1,472,680 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: not loaded; 2024Q4: 1,164,389 shares; 2025Q1: 1,930,763 shares; 2025Q2: 1,288,090 shares; 2025Q3: 1,341,694 shares; 2025Q4: 1,364,821 shares; 2026Q1: 1,445,610 shares 1,445,610 $409M 0.13% +80,789 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,548,946 shares; 2025Q1: 4,527,490 shares; 2025Q2: 4,334,705 shares; 2025Q3: 4,621,806 shares; 2025Q4: 4,994,420 shares; 2026Q1: 4,981,721 shares 4,981,721 $408M 0.13% -12,699 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: not loaded; 2024Q4: 3,680,799 shares; 2025Q1: 3,713,702 shares; 2025Q2: 3,825,697 shares; 2025Q3: 3,970,236 shares; 2025Q4: 4,030,332 shares; 2026Q1: 4,157,103 shares 4,157,103 $407M 0.13% +126,771 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: not loaded; 2024Q4: 6,089,470 shares; 2025Q1: 6,360,552 shares; 2025Q2: 6,523,340 shares; 2025Q3: 7,033,631 shares; 2025Q4: 6,953,069 shares; 2026Q1: 7,474,703 shares 7,474,703 $404M 0.12% +521,634 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,614,295 shares; 2025Q1: 2,204,186 shares; 2025Q2: 2,361,748 shares; 2025Q3: 2,345,667 shares; 2025Q4: 2,324,633 shares; 2026Q1: 1,948,558 shares 1,948,558 $403M 0.12% -376,075 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: not loaded; 2024Q4: 5,625,364 shares; 2025Q1: 5,343,718 shares; 2025Q2: 5,038,421 shares; 2025Q3: 4,848,067 shares; 2025Q4: 4,506,375 shares; 2026Q1: 4,314,302 shares 4,314,302 $400M 0.12% -192,073 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: not loaded; 2024Q4: 1,058,583 shares; 2025Q1: 1,041,432 shares; 2025Q2: 1,032,911 shares; 2025Q3: 1,023,198 shares; 2025Q4: 985,958 shares; 2026Q1: 933,135 shares 933,135 $397M 0.12% -52,823 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: not loaded; 2024Q4: 642,520 shares; 2025Q1: 653,310 shares; 2025Q2: 660,075 shares; 2025Q3: 752,554 shares; 2025Q4: 742,505 shares; 2026Q1: 728,738 shares 728,738 $396M 0.12% -13,767 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: not loaded; 2024Q4: 2,816,176 shares; 2025Q1: 3,266,085 shares; 2025Q2: 3,266,553 shares; 2025Q3: 3,086,522 shares; 2025Q4: 3,225,041 shares; 2026Q1: 3,494,347 shares 3,494,347 $395M 0.12% +269,306 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: not loaded; 2024Q4: 252,867 shares; 2025Q1: 279,810 shares; 2025Q2: 276,779 shares; 2025Q3: 289,659 shares; 2025Q4: 295,435 shares; 2026Q1: 297,893 shares 297,893 $393M 0.12% +2,458 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,573,451 shares; 2025Q1: 2,424,033 shares; 2025Q2: 2,542,268 shares; 2025Q3: 2,756,672 shares; 2025Q4: 2,969,286 shares; 2026Q1: 3,104,943 shares 3,104,943 $392M 0.12% +135,657 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: not loaded; 2024Q4: 1,304,771 shares; 2025Q1: 1,468,498 shares; 2025Q2: 1,572,582 shares; 2025Q3: 1,651,103 shares; 2025Q4: 1,819,153 shares; 2026Q1: 1,968,752 shares 1,968,752 $392M 0.12% +149,599 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: not loaded; 2024Q4: 668,153 shares; 2025Q1: 599,199 shares; 2025Q2: 606,596 shares; 2025Q3: 618,673 shares; 2025Q4: 655,639 shares; 2026Q1: 631,261 shares 631,261 $382M 0.12% -24,378 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: not loaded; 2024Q4: 726,412 shares; 2025Q1: 725,280 shares; 2025Q2: 778,822 shares; 2025Q3: 749,829 shares; 2025Q4: 760,643 shares; 2026Q1: 775,318 shares 775,318 $381M 0.12% +14,675 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: not loaded; 2024Q4: 4,745,412 shares; 2025Q1: 5,068,597 shares; 2025Q2: 4,196,289 shares; 2025Q3: 4,299,580 shares; 2025Q4: 4,256,062 shares; 2026Q1: 4,578,604 shares 4,578,604 $378M 0.12% +322,542 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 596,876 shares; 2025Q1: 649,815 shares; 2025Q2: 621,804 shares; 2025Q3: 573,131 shares; 2025Q4: 517,396 shares; 2026Q1: 525,240 shares 525,240 $377M 0.12% +7,844 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,206,966 shares; 2025Q1: 1,228,806 shares; 2025Q2: 1,216,525 shares; 2025Q3: 1,090,468 shares; 2025Q4: 920,493 shares; 2026Q1: 3,166,615 shares 3,166,615 $374M 0.12% +2,246,122 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: not loaded; 2024Q4: 3,422,165 shares; 2025Q1: 3,151,727 shares; 2025Q2: 3,407,507 shares; 2025Q3: 3,449,419 shares; 2025Q4: 3,718,556 shares; 2026Q1: 3,817,681 shares 3,817,681 $371M 0.11% +99,125 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: not loaded; 2024Q4: 2,630,246 shares; 2025Q1: 5,558,252 shares; 2025Q2: 5,960,325 shares; 2025Q3: 5,724,669 shares; 2025Q4: 5,728,946 shares; 2026Q1: 5,586,119 shares 5,586,119 $369M 0.11% -142,827 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: not loaded; 2024Q4: 2,133,190 shares; 2025Q1: 2,071,423 shares; 2025Q2: 2,117,111 shares; 2025Q3: 2,238,686 shares; 2025Q4: 2,322,135 shares; 2026Q1: 2,286,540 shares 2,286,540 $367M 0.11% -35,595 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: not loaded; 2024Q4: 6,016,979 shares; 2025Q1: 7,491,562 shares; 2025Q2: 6,741,180 shares; 2025Q3: 6,807,570 shares; 2025Q4: 6,915,950 shares; 2026Q1: 7,269,530 shares 7,269,530 $366M 0.11% +353,580 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: not loaded; 2024Q4: 1,861,028 shares; 2025Q1: 1,968,692 shares; 2025Q2: 1,978,421 shares; 2025Q3: 2,040,575 shares; 2025Q4: 1,969,479 shares; 2026Q1: 1,902,886 shares 1,902,886 $365M 0.11% -66,593 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,051,017 shares; 2025Q1: 2,044,576 shares; 2025Q2: 2,054,144 shares; 2025Q3: 1,905,329 shares; 2025Q4: 1,803,674 shares; 2026Q1: 1,728,290 shares 1,728,290 $365M 0.11% -75,384 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: not loaded; 2024Q4: 5,503,158 shares; 2025Q1: 5,740,575 shares; 2025Q2: 5,821,052 shares; 2025Q3: 5,924,177 shares; 2025Q4: 6,004,888 shares; 2026Q1: 6,407,751 shares 6,407,751 $363M 0.11% +402,863 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: not loaded; 2024Q4: 2,348,079 shares; 2025Q1: 2,510,865 shares; 2025Q2: 2,473,380 shares; 2025Q3: 2,587,841 shares; 2025Q4: 2,550,468 shares; 2026Q1: 2,746,281 shares 2,746,281 $363M 0.11% +195,813 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: not loaded; 2024Q4: 3,355,536 shares; 2025Q1: 3,124,815 shares; 2025Q2: 2,924,966 shares; 2025Q3: 2,829,515 shares; 2025Q4: 5,884,072 shares; 2026Q1: 5,887,465 shares 5,887,465 $361M 0.11% +3,393 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: not loaded; 2024Q4: 4,378,020 shares; 2025Q1: 4,636,975 shares; 2025Q2: 4,624,445 shares; 2025Q3: 5,047,490 shares; 2025Q4: 6,181,894 shares; 2026Q1: 7,831,096 shares 7,831,096 $357M 0.11% +1,649,202 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: not loaded; 2024Q4: 1,929,196 shares; 2025Q1: 1,371,374 shares; 2025Q2: 1,373,649 shares; 2025Q3: 1,395,551 shares; 2025Q4: 1,375,811 shares; 2026Q1: 1,573,091 shares 1,573,091 $356M 0.11% +197,280 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,244,670 shares; 2025Q1: 2,036,107 shares; 2025Q2: 1,764,623 shares; 2025Q3: 1,815,811 shares; 2025Q4: 2,734,917 shares; 2026Q1: 2,561,652 shares 2,561,652 $355M 0.11% -173,265 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: not loaded; 2024Q4: 2,138,579 shares; 2025Q1: 2,928,316 shares; 2025Q2: 2,410,610 shares; 2025Q3: 2,620,250 shares; 2025Q4: 2,671,944 shares; 2026Q1: 3,522,788 shares 3,522,788 $355M 0.11% +850,844 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: not loaded; 2024Q4: 5,707,171 shares; 2025Q1: 6,364,168 shares; 2025Q2: 6,377,662 shares; 2025Q3: 6,735,654 shares; 2025Q4: 7,107,531 shares; 2026Q1: 7,040,261 shares 7,040,261 $354M 0.11% -67,270 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 loaded; 2024Q4: 1,480,887 shares; 2025Q1: 2,882,196 shares; 2025Q2: 2,745,219 shares; 2025Q3: 2,075,696 shares; 2025Q4: 1,795,787 shares; 2026Q1: 1,669,226 shares 1,669,226 $353M 0.11% -126,561 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,947,020 shares; 2025Q1: 1,766,050 shares; 2025Q2: 3,407,608 shares; 2025Q3: 4,063,112 shares; 2025Q4: 3,631,606 shares; 2026Q1: 2,615,772 shares 2,615,772 $351M 0.11% -1,015,834 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: not loaded; 2024Q4: 1,895,130 shares; 2025Q1: 1,784,206 shares; 2025Q2: 1,233,363 shares; 2025Q3: 1,083,331 shares; 2025Q4: 1,057,942 shares; 2026Q1: 1,005,707 shares 1,005,707 $347M 0.11% -52,235 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,736,955 shares 1,736,955 $343M 0.11% new 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: not loaded; 2024Q4: 1,630,728 shares; 2025Q1: 1,598,578 shares; 2025Q2: 1,647,217 shares; 2025Q3: 1,692,485 shares; 2025Q4: 1,845,630 shares; 2026Q1: 1,620,965 shares 1,620,965 $342M 0.11% -224,665 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,972,904 shares; 2025Q1: 3,171,773 shares; 2025Q2: 3,705,989 shares; 2025Q3: 2,960,306 shares; 2025Q4: 3,109,784 shares; 2026Q1: 3,114,782 shares 3,114,782 $342M 0.11% +4,998 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,115,433 shares; 2025Q1: 3,474,457 shares; 2025Q2: 3,796,223 shares; 2025Q3: 3,855,512 shares; 2025Q4: 3,587,731 shares; 2026Q1: 3,834,022 shares 3,834,022 $341M 0.11% +246,291 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: not loaded; 2024Q4: 4,848,070 shares; 2025Q1: 5,218,252 shares; 2025Q2: 5,668,346 shares; 2025Q3: 7,028,681 shares; 2025Q4: 7,308,251 shares; 2026Q1: 8,803,989 shares 8,803,989 $338M 0.1% +1,495,738 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: not loaded; 2024Q4: 3,452,138 shares; 2025Q1: 3,948,223 shares; 2025Q2: 4,640,409 shares; 2025Q3: 5,197,822 shares; 2025Q4: 5,897,602 shares; 2026Q1: 6,670,792 shares 6,670,792 $338M 0.1% +773,190 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,939,469 shares; 2025Q1: 1,924,658 shares; 2025Q2: 1,962,293 shares; 2025Q3: 2,053,507 shares; 2025Q4: 2,188,102 shares; 2026Q1: 2,080,296 shares 2,080,296 $336M 0.1% -107,806 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 981,512 shares; 2025Q1: 978,064 shares; 2025Q2: 978,823 shares; 2025Q3: 952,809 shares; 2025Q4: 986,653 shares; 2026Q1: 1,023,471 shares 1,023,471 $336M 0.1% +36,818 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,820,960 shares; 2025Q1: 1,787,983 shares; 2025Q2: 1,952,276 shares; 2025Q3: 1,921,500 shares; 2025Q4: 1,763,295 shares; 2026Q1: 1,693,064 shares 1,693,064 $335M 0.1% -70,231 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: not loaded; 2024Q4: 1,274,046 shares; 2025Q1: 1,279,099 shares; 2025Q2: 1,344,884 shares; 2025Q3: 1,330,660 shares; 2025Q4: 1,355,632 shares; 2026Q1: 1,400,195 shares 1,400,195 $331M 0.1% +44,563 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: not loaded; 2024Q4: 10,354,104 shares; 2025Q1: 10,887,277 shares; 2025Q2: 10,786,197 shares; 2025Q3: 11,496,254 shares; 2025Q4: 11,486,713 shares; 2026Q1: 11,674,216 shares 11,674,216 $328M 0.1% +187,503 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,558,305 shares; 2025Q1: 1,450,363 shares; 2025Q2: 1,745,268 shares; 2025Q3: 3,176,383 shares; 2025Q4: 6,742,430 shares; 2026Q1: 7,121,142 shares 7,121,142 $327M 0.1% +378,712 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,037,421 shares; 2025Q1: 2,038,021 shares; 2025Q2: 2,043,426 shares; 2025Q3: 1,968,323 shares; 2025Q4: 3,007,202 shares; 2026Q1: 2,997,657 shares 2,997,657 $327M 0.1% -9,545 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: not loaded; 2024Q4: 887,714 shares; 2025Q1: 850,452 shares; 2025Q2: 820,909 shares; 2025Q3: 817,410 shares; 2025Q4: 978,149 shares; 2026Q1: 4,645,825 shares 4,645,825 $326M 0.1% +3,667,676 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: not loaded; 2024Q4: 2,578,094 shares; 2025Q1: 2,448,443 shares; 2025Q2: 2,247,993 shares; 2025Q3: 2,014,439 shares; 2025Q4: 1,952,638 shares; 2026Q1: 1,969,551 shares 1,969,551 $324M 0.1% +16,913 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: not loaded; 2024Q4: 225,703 shares; 2025Q1: 232,060 shares; 2025Q2: 219,339 shares; 2025Q3: 236,517 shares; 2025Q4: 221,364 shares; 2026Q1: 218,705 shares 218,705 $321M 0.1% -2,659 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: not loaded; 2024Q4: 984,132 shares; 2025Q1: 1,034,409 shares; 2025Q2: 1,047,325 shares; 2025Q3: 1,039,514 shares; 2025Q4: 1,049,366 shares; 2026Q1: 1,060,440 shares 1,060,440 $321M 0.1% +11,074 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,395,993 shares; 2025Q1: 3,330,280 shares; 2025Q2: 3,277,519 shares; 2025Q3: 3,258,138 shares; 2025Q4: 2,889,353 shares; 2026Q1: 2,414,441 shares 2,414,441 $316M 0.1% -474,912 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,409,990 shares; 2025Q1: 5,517,380 shares; 2025Q2: 5,688,769 shares; 2025Q3: 5,627,644 shares; 2025Q4: 6,035,361 shares; 2026Q1: 6,738,001 shares 6,738,001 $316M 0.1% +702,640 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: not loaded; 2024Q4: 3,104,816 shares; 2025Q1: 3,844,548 shares; 2025Q2: 3,771,842 shares; 2025Q3: 3,911,288 shares; 2025Q4: 4,767,284 shares; 2026Q1: 6,705,129 shares 6,705,129 $316M 0.1% +1,937,845 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: not loaded; 2024Q4: 1,502,266 shares; 2025Q1: 2,400,210 shares; 2025Q2: 3,869,397 shares; 2025Q3: 4,473,245 shares; 2025Q4: 4,369,100 shares; 2026Q1: 4,194,950 shares 4,194,950 $315M 0.1% -174,150 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,368,673 shares; 2026Q1: 3,447,613 shares 3,447,613 $314M 0.1% +78,940 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,704,084 shares; 2025Q1: 1,576,921 shares; 2025Q2: 1,704,914 shares; 2025Q3: 1,706,574 shares; 2025Q4: 1,599,504 shares; 2026Q1: 1,647,893 shares 1,647,893 $312M 0.1% +48,389 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: not loaded; 2024Q4: 1,894,581 shares; 2025Q1: 1,696,432 shares; 2025Q2: 1,803,557 shares; 2025Q3: 1,692,728 shares; 2025Q4: 1,867,261 shares; 2026Q1: 1,571,849 shares 1,571,849 $312M 0.1% -295,412 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,136,780 shares; 2025Q1: 1,310,087 shares; 2025Q2: 1,138,739 shares; 2025Q3: 1,322,897 shares; 2025Q4: 1,178,359 shares; 2026Q1: 1,157,124 shares 1,157,124 $309M 0.1% -21,235 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: not loaded; 2024Q4: 480,373 shares; 2025Q1: 503,074 shares; 2025Q2: 1,138,294 shares; 2025Q3: 1,124,198 shares; 2025Q4: 1,026,341 shares; 2026Q1: 1,025,948 shares 1,025,948 $307M 0.09% -393 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: not loaded; 2024Q4: 3,301,383 shares; 2025Q1: 3,265,239 shares; 2025Q2: 3,402,154 shares; 2025Q3: 3,642,355 shares; 2025Q4: 3,792,674 shares; 2026Q1: 3,870,519 shares 3,870,519 $307M 0.09% +77,845 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: not loaded; 2024Q4: 576,599 shares; 2025Q1: 553,938 shares; 2025Q2: 526,538 shares; 2025Q3: 529,533 shares; 2025Q4: 557,992 shares; 2026Q1: 497,191 shares 497,191 $307M 0.09% -60,801 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,704,504 shares; 2025Q1: 1,950,321 shares; 2025Q2: 1,990,607 shares; 2025Q3: 1,770,097 shares; 2025Q4: 1,782,598 shares; 2026Q1: 1,545,738 shares 1,545,738 $306M 0.09% -236,860 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: not loaded; 2024Q4: 2,767,791 shares; 2025Q1: 3,096,853 shares; 2025Q2: 3,281,266 shares; 2025Q3: 3,458,458 shares; 2025Q4: 3,641,192 shares; 2026Q1: 3,901,473 shares 3,901,473 $306M 0.09% +260,281 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: not loaded; 2024Q4: 3,830,060 shares; 2025Q1: 2,923,072 shares; 2025Q2: 2,850,056 shares; 2025Q3: 2,904,697 shares; 2025Q4: 3,095,082 shares; 2026Q1: 3,152,402 shares 3,152,402 $304M 0.09% +57,320 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: not loaded; 2024Q4: 2,404,161 shares; 2025Q1: 2,285,216 shares; 2025Q2: 2,625,639 shares; 2025Q3: 2,339,945 shares; 2025Q4: 2,074,228 shares; 2026Q1: 2,351,253 shares 2,351,253 $304M 0.09% +277,025 Timeline DGRW 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: not loaded; 2024Q4: 3,614,481 shares; 2025Q1: 3,520,076 shares; 2025Q2: 3,540,325 shares; 2025Q3: 3,423,652 shares; 2025Q4: 3,413,967 shares; 2026Q1: 3,440,502 shares 3,440,502 $302M 0.09% +26,535 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: not loaded; 2024Q4: 3,227,732 shares; 2025Q1: 3,895,162 shares; 2025Q2: 4,352,536 shares; 2025Q3: 4,531,398 shares; 2025Q4: 4,200,228 shares; 2026Q1: 4,178,328 shares 4,178,328 $301M 0.09% -21,900 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: not loaded; 2024Q4: 1,080,585 shares; 2025Q1: 1,110,913 shares; 2025Q2: 985,013 shares; 2025Q3: 1,007,335 shares; 2025Q4: 1,034,196 shares; 2026Q1: 1,195,669 shares 1,195,669 $295M 0.09% +161,473 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 907,812 shares; 2025Q1: 896,364 shares; 2025Q2: 927,314 shares; 2025Q3: 1,648,174 shares; 2025Q4: 1,845,605 shares; 2026Q1: 1,931,873 shares 1,931,873 $295M 0.09% +86,268 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,435,196 shares; 2025Q1: 1,375,730 shares; 2025Q2: 1,252,955 shares; 2025Q3: 1,067,340 shares; 2025Q4: 971,628 shares; 2026Q1: 941,357 shares 941,357 $293M 0.09% -30,271 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: not loaded; 2024Q4: 3,216,442 shares; 2025Q1: 3,330,181 shares; 2025Q2: 3,121,520 shares; 2025Q3: 3,029,181 shares; 2025Q4: 2,999,647 shares; 2026Q1: 3,015,983 shares 3,015,983 $291M 0.09% +16,336 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: not loaded; 2024Q4: 1,790,503 shares; 2025Q1: 1,633,600 shares; 2025Q2: 1,646,699 shares; 2025Q3: 1,816,953 shares; 2025Q4: 2,325,393 shares; 2026Q1: 2,617,712 shares 2,617,712 $290M 0.09% +292,319 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,121,967 shares; 2025Q1: 3,102,647 shares; 2025Q2: 2,756,239 shares; 2025Q3: 2,526,633 shares; 2025Q4: 2,679,913 shares; 2026Q1: 2,946,485 shares 2,946,485 $290M 0.09% +266,572 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,008,492 shares; 2025Q1: 1,962,290 shares; 2025Q2: 1,827,960 shares; 2025Q3: 1,810,786 shares; 2025Q4: 2,056,074 shares; 2026Q1: 2,479,662 shares 2,479,662 $287M 0.09% +423,588 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 224,817 shares; 2025Q1: 250,821 shares; 2025Q2: 289,278 shares; 2025Q3: 269,358 shares; 2025Q4: 290,950 shares; 2026Q1: 331,398 shares 331,398 $287M 0.09% +40,448 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: not loaded; 2024Q4: 601,136 shares; 2025Q1: 491,052 shares; 2025Q2: 506,361 shares; 2025Q3: 513,436 shares; 2025Q4: 587,309 shares; 2026Q1: 618,213 shares 618,213 $285M 0.09% +30,904 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,264,462 shares; 2025Q1: 4,299,977 shares; 2025Q2: 4,617,029 shares; 2025Q3: 6,633,703 shares; 2025Q4: 5,926,838 shares; 2026Q1: 5,206,213 shares 5,206,213 $282M 0.09% -720,625 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: not loaded; 2024Q4: 748,559 shares; 2025Q1: 745,336 shares; 2025Q2: 791,103 shares; 2025Q3: 809,829 shares; 2025Q4: 826,253 shares; 2026Q1: 820,788 shares 820,788 $282M 0.09% -5,465 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,114,886 shares; 2025Q1: 1,488,837 shares; 2025Q2: 1,534,344 shares; 2025Q3: 1,918,707 shares; 2025Q4: 2,306,569 shares; 2026Q1: 3,325,814 shares 3,325,814 $281M 0.09% +1,019,245 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: not loaded; 2024Q4: 2,673,222 shares; 2025Q1: 2,668,330 shares; 2025Q2: 2,716,749 shares; 2025Q3: 2,774,990 shares; 2025Q4: 2,919,774 shares; 2026Q1: 3,633,355 shares 3,633,355 $280M 0.09% +713,581 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,589,431 shares; 2025Q1: 5,848,101 shares; 2025Q2: 6,001,931 shares; 2025Q3: 5,993,345 shares; 2025Q4: 5,382,081 shares; 2026Q1: 5,925,408 shares 5,925,408 $278M 0.09% +543,327 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: not loaded; 2024Q4: 2,347,922 shares; 2025Q1: 2,399,293 shares; 2025Q2: 2,361,504 shares; 2025Q3: 2,482,040 shares; 2025Q4: 2,064,355 shares; 2026Q1: 1,948,699 shares 1,948,699 $278M 0.09% -115,656 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: not loaded; 2024Q4: 2,689,606 shares; 2025Q1: 2,681,003 shares; 2025Q2: 2,709,795 shares; 2025Q3: 2,790,711 shares; 2025Q4: 2,921,334 shares; 2026Q1: 2,800,579 shares 2,800,579 $272M 0.08% -120,755 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,996,305 shares; 2025Q1: 5,669,067 shares; 2025Q2: 4,517,001 shares; 2025Q3: 4,462,644 shares; 2025Q4: 4,136,981 shares; 2026Q1: 4,216,942 shares 4,216,942 $271M 0.08% +79,961 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,053,632 shares; 2025Q1: 1,097,030 shares; 2025Q2: 1,110,524 shares; 2025Q3: 1,129,872 shares; 2025Q4: 1,003,973 shares; 2026Q1: 1,551,441 shares 1,551,441 $268M 0.08% +547,468 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: not loaded; 2024Q4: 1,605,731 shares; 2025Q1: 1,501,234 shares; 2025Q2: 1,598,623 shares; 2025Q3: 1,524,432 shares; 2025Q4: 1,475,503 shares; 2026Q1: 1,468,783 shares 1,468,783 $266M 0.08% -6,720 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: not loaded; 2024Q4: 2,143,837 shares; 2025Q1: 2,128,354 shares; 2025Q2: 2,249,332 shares; 2025Q3: 2,311,750 shares; 2025Q4: 2,235,961 shares; 2026Q1: 2,198,319 shares 2,198,319 $261M 0.08% -37,642 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,583,500 shares; 2025Q1: 1,451,637 shares; 2025Q2: 1,432,980 shares; 2025Q3: 1,407,645 shares; 2025Q4: 1,375,655 shares; 2026Q1: 1,322,947 shares 1,322,947 $260M 0.08% -52,708 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: not loaded; 2024Q4: 5,420,559 shares; 2025Q1: 4,505,113 shares; 2025Q2: 3,837,339 shares; 2025Q3: 3,215,101 shares; 2025Q4: 3,035,510 shares; 2026Q1: 2,683,485 shares 2,683,485 $259M 0.08% -352,025 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: not loaded; 2024Q4: 2,564,401 shares; 2025Q1: 2,492,960 shares; 2025Q2: 2,675,619 shares; 2025Q3: 2,538,784 shares; 2025Q4: 2,412,969 shares; 2026Q1: 2,732,183 shares 2,732,183 $257M 0.08% +319,214 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,145,827 shares; 2025Q1: 1,392,475 shares; 2025Q2: 1,402,898 shares; 2025Q3: 1,309,060 shares; 2025Q4: 1,197,812 shares; 2026Q1: 1,198,797 shares 1,198,797 $255M 0.08% +985 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: not loaded; 2024Q4: 3,162,621 shares; 2025Q1: 3,814,503 shares; 2025Q2: 4,226,227 shares; 2025Q3: 4,511,414 shares; 2025Q4: 5,197,530 shares; 2026Q1: 5,012,854 shares 5,012,854 $255M 0.08% -184,676 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,481,523 shares; 2025Q1: 1,520,782 shares; 2025Q2: 1,505,913 shares; 2025Q3: 1,534,830 shares; 2025Q4: 1,508,617 shares; 2026Q1: 1,392,167 shares 1,392,167 $254M 0.08% -116,450 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: not loaded; 2024Q4: 3,162,246 shares; 2025Q1: 4,365,027 shares; 2025Q2: 4,112,553 shares; 2025Q3: 4,348,595 shares; 2025Q4: 4,752,468 shares; 2026Q1: 5,107,827 shares 5,107,827 $253M 0.08% +355,359 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 348,819 shares; 2025Q1: 311,028 shares; 2025Q2: 279,727 shares; 2025Q3: 245,455 shares; 2025Q4: 225,485 shares; 2026Q1: 258,575 shares 258,575 $252M 0.08% +33,090 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,368,215 shares; 2025Q1: 6,494,317 shares; 2025Q2: 6,463,835 shares; 2025Q3: 6,651,439 shares; 2025Q4: 6,632,826 shares; 2026Q1: 6,645,019 shares 6,645,019 $251M 0.08% +12,193 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: not loaded; 2024Q4: 2,792,405 shares; 2025Q1: 3,241,547 shares; 2025Q2: 3,485,479 shares; 2025Q3: 3,594,440 shares; 2025Q4: 3,782,939 shares; 2026Q1: 4,749,743 shares 4,749,743 $251M 0.08% +966,804 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,584,829 shares; 2025Q1: 3,057,709 shares; 2025Q2: 3,191,584 shares; 2025Q3: 3,101,118 shares; 2025Q4: 3,445,189 shares; 2026Q1: 3,459,485 shares 3,459,485 $248M 0.08% +14,296 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,171,530 shares; 2025Q1: 1,178,431 shares; 2025Q2: 1,164,842 shares; 2025Q3: 1,168,807 shares; 2025Q4: 1,193,757 shares; 2026Q1: 1,199,930 shares 1,199,930 $244M 0.08% +6,173 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,698,083 shares; 2025Q1: 6,281,812 shares; 2025Q2: 5,964,805 shares; 2025Q3: 5,770,542 shares; 2025Q4: 5,468,480 shares; 2026Q1: 5,162,932 shares 5,162,932 $243M 0.07% -305,548 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: not loaded; 2024Q4: 1,109,733 shares; 2025Q1: 1,743,638 shares; 2025Q2: 2,228,405 shares; 2025Q3: 2,291,549 shares; 2025Q4: 1,789,329 shares; 2026Q1: 2,281,826 shares 2,281,826 $242M 0.07% +492,497 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,411,317 shares; 2025Q1: 2,056,905 shares; 2025Q2: 1,462,933 shares; 2025Q3: 1,692,983 shares; 2025Q4: 1,789,727 shares; 2026Q1: 1,830,577 shares 1,830,577 $242M 0.07% +40,850 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,721,754 shares; 2025Q1: 10,697,688 shares; 2025Q2: 9,622,196 shares; 2025Q3: 9,976,733 shares; 2025Q4: 9,998,859 shares; 2026Q1: 10,331,994 shares 10,331,994 $242M 0.07% +333,135 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,798,291 shares; 2025Q1: 2,881,751 shares; 2025Q2: 2,384,897 shares; 2025Q3: 2,539,615 shares; 2025Q4: 2,353,066 shares; 2026Q1: 2,763,343 shares 2,763,343 $240M 0.07% +410,277 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: not loaded; 2024Q4: 458,869 shares; 2025Q1: 424,665 shares; 2025Q2: 433,334 shares; 2025Q3: 435,514 shares; 2025Q4: 470,558 shares; 2026Q1: 516,347 shares 516,347 $239M 0.07% +45,789 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: not loaded; 2024Q4: 276,306 shares; 2025Q1: 275,059 shares; 2025Q2: 263,512 shares; 2025Q3: 262,171 shares; 2025Q4: 272,345 shares; 2026Q1: 266,710 shares 266,710 $239M 0.07% -5,635 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: not loaded; 2024Q4: 596,212 shares; 2025Q1: 494,158 shares; 2025Q2: 534,989 shares; 2025Q3: 503,111 shares; 2025Q4: 567,016 shares; 2026Q1: 620,983 shares 620,983 $238M 0.07% +53,967 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: not loaded; 2024Q4: 4,554,766 shares; 2025Q1: 5,527,119 shares; 2025Q2: 3,242,879 shares; 2025Q3: 3,245,794 shares; 2025Q4: 3,977,869 shares; 2026Q1: 3,921,135 shares 3,921,135 $238M 0.07% -56,734 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,616,603 shares; 2026Q1: 4,171,926 shares 4,171,926 $238M 0.07% +555,323 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: not loaded; 2024Q4: 3,098,168 shares; 2025Q1: 3,818,537 shares; 2025Q2: 3,913,522 shares; 2025Q3: 3,930,950 shares; 2025Q4: 3,937,400 shares; 2026Q1: 4,273,667 shares 4,273,667 $237M 0.07% +336,267 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: not loaded; 2024Q4: 693,755 shares; 2025Q1: 694,452 shares; 2025Q2: 583,901 shares; 2025Q3: 595,832 shares; 2025Q4: 611,262 shares; 2026Q1: 594,092 shares 594,092 $232M 0.07% -17,170 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,862,278 shares; 2025Q1: 3,748,543 shares; 2025Q2: 3,936,431 shares; 2025Q3: 3,787,354 shares; 2025Q4: 4,066,505 shares; 2026Q1: 4,438,611 shares 4,438,611 $231M 0.07% +372,106 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: not loaded; 2024Q4: 645,421 shares; 2025Q1: 726,873 shares; 2025Q2: 902,560 shares; 2025Q3: 1,131,079 shares; 2025Q4: 1,103,311 shares; 2026Q1: 1,265,274 shares 1,265,274 $231M 0.07% +161,963 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: not loaded; 2024Q4: 704,212 shares; 2025Q1: 698,715 shares; 2025Q2: 710,811 shares; 2025Q3: 725,751 shares; 2025Q4: 737,887 shares; 2026Q1: 766,555 shares 766,555 $229M 0.07% +28,668 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: not loaded; 2024Q4: 4,070,347 shares; 2025Q1: 4,056,934 shares; 2025Q2: 4,104,642 shares; 2025Q3: 4,273,448 shares; 2025Q4: 4,526,288 shares; 2026Q1: 4,938,217 shares 4,938,217 $228M 0.07% +411,929 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: not loaded; 2024Q4: 4,565,487 shares; 2025Q1: 4,422,589 shares; 2025Q2: 4,545,400 shares; 2025Q3: 4,946,081 shares; 2025Q4: 5,055,784 shares; 2026Q1: 4,954,471 shares 4,954,471 $228M 0.07% -101,313 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,089,643 shares; 2025Q1: 1,101,071 shares; 2025Q2: 1,095,198 shares; 2025Q3: 1,094,958 shares; 2025Q4: 1,068,534 shares; 2026Q1: 1,029,808 shares 1,029,808 $228M 0.07% -38,726 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: not loaded; 2024Q4: 1,071,387 shares; 2025Q1: 2,497,102 shares; 2025Q2: 3,426,701 shares; 2025Q3: 4,236,356 shares; 2025Q4: 5,027,450 shares; 2026Q1: 5,753,478 shares 5,753,478 $227M 0.07% +726,028 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,065,586 shares; 2025Q1: 887,046 shares; 2025Q2: 1,046,736 shares; 2025Q3: 1,037,581 shares; 2025Q4: 943,158 shares; 2026Q1: 846,743 shares 846,743 $226M 0.07% -96,415 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: not loaded; 2024Q4: 831,863 shares; 2025Q1: 580,306 shares; 2025Q2: 597,898 shares; 2025Q3: 550,912 shares; 2025Q4: 583,362 shares; 2026Q1: 632,642 shares 632,642 $225M 0.07% +49,280 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 988,905 shares; 2025Q1: 941,397 shares; 2025Q2: 623,769 shares; 2025Q3: 1,051,312 shares; 2025Q4: 1,106,111 shares; 2026Q1: 1,360,578 shares 1,360,578 $224M 0.07% +254,467 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 804,209 shares; 2025Q1: 895,475 shares; 2025Q2: 1,173,472 shares; 2025Q3: 1,175,964 shares; 2025Q4: 1,111,320 shares; 2026Q1: 1,206,752 shares 1,206,752 $223M 0.07% +95,432 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: not loaded; 2024Q4: 982,869 shares; 2025Q1: 967,699 shares; 2025Q2: 923,880 shares; 2025Q3: 951,299 shares; 2025Q4: 1,054,552 shares; 2026Q1: 1,023,425 shares 1,023,425 $222M 0.07% -31,127 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: not loaded; 2024Q4: 314,427 shares; 2025Q1: 359,011 shares; 2025Q2: 420,863 shares; 2025Q3: 427,297 shares; 2025Q4: 475,160 shares; 2026Q1: 795,316 shares 795,316 $222M 0.07% +320,156 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,531,380 shares; 2025Q1: 1,490,134 shares; 2025Q2: 2,757,559 shares; 2025Q3: 2,852,780 shares; 2025Q4: 2,957,745 shares; 2026Q1: 3,791,275 shares 3,791,275 $222M 0.07% +833,530 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: not loaded; 2024Q4: 1,270,791 shares; 2025Q1: 1,242,950 shares; 2025Q2: 1,315,986 shares; 2025Q3: 1,315,663 shares; 2025Q4: 1,452,646 shares; 2026Q1: 1,428,813 shares 1,428,813 $222M 0.07% -23,833 Timeline IGSB 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: not loaded; 2024Q4: 2,713,318 shares; 2025Q1: 3,034,770 shares; 2025Q2: 3,066,679 shares; 2025Q3: 3,350,893 shares; 2025Q4: 3,820,763 shares; 2026Q1: 4,213,382 shares 4,213,382 $221M 0.07% +392,619 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,583,285 shares; 2025Q1: 2,748,138 shares; 2025Q2: 3,167,950 shares; 2025Q3: 4,049,122 shares; 2025Q4: 4,920,987 shares; 2026Q1: 5,667,922 shares 5,667,922 $221M 0.07% +746,935 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: not loaded; 2024Q4: 1,834,226 shares; 2025Q1: 1,802,507 shares; 2025Q2: 1,806,576 shares; 2025Q3: 1,844,744 shares; 2025Q4: 1,842,038 shares; 2026Q1: 1,909,450 shares 1,909,450 $220M 0.07% +67,412 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: not loaded; 2024Q4: 1,722,209 shares; 2025Q1: 1,460,057 shares; 2025Q2: 1,492,781 shares; 2025Q3: 1,544,395 shares; 2025Q4: 1,375,222 shares; 2026Q1: 1,455,334 shares 1,455,334 $218M 0.07% +80,112 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 975,841 shares; 2025Q1: 933,112 shares; 2025Q2: 928,508 shares; 2025Q3: 1,042,536 shares; 2025Q4: 1,016,785 shares; 2026Q1: 1,228,062 shares 1,228,062 $213M 0.07% +211,277 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: not loaded; 2024Q4: 609,068 shares; 2025Q1: 599,145 shares; 2025Q2: 579,524 shares; 2025Q3: 624,187 shares; 2025Q4: 631,389 shares; 2026Q1: 592,068 shares 592,068 $211M 0.07% -39,321 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: not loaded; 2024Q4: 2,325,885 shares; 2025Q1: 2,653,756 shares; 2025Q2: 3,180,410 shares; 2025Q3: 3,263,978 shares; 2025Q4: 3,422,435 shares; 2026Q1: 3,600,561 shares 3,600,561 $211M 0.07% +178,126 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 365,615 shares; 2025Q1: 360,262 shares; 2025Q2: 379,834 shares; 2025Q3: 349,624 shares; 2025Q4: 345,310 shares; 2026Q1: 308,867 shares 308,867 $211M 0.06% -36,443 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,396,586 shares; 2025Q1: 1,409,688 shares; 2025Q2: 1,510,341 shares; 2025Q3: 1,512,757 shares; 2025Q4: 1,301,056 shares; 2026Q1: 1,450,034 shares 1,450,034 $210M 0.06% +148,978 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 918,714 shares; 2025Q1: 923,979 shares; 2025Q2: 933,349 shares; 2025Q3: 952,126 shares; 2025Q4: 943,238 shares; 2026Q1: 951,260 shares 951,260 $208M 0.06% +8,022 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,536,318 shares; 2025Q1: 3,168,825 shares; 2025Q2: 3,323,626 shares; 2025Q3: 3,422,060 shares; 2025Q4: 3,228,918 shares; 2026Q1: 3,544,493 shares 3,544,493 $208M 0.06% +315,575 Timeline IGM 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: not loaded; 2024Q4: 631,982 shares; 2025Q1: 642,513 shares; 2025Q2: 582,918 shares; 2025Q3: 2,879,177 shares; 2025Q4: 1,773,473 shares; 2026Q1: 1,752,373 shares 1,752,373 $208M 0.06% -21,100 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 237,950 shares; 2025Q1: 245,661 shares; 2025Q2: 286,448 shares; 2025Q3: 267,212 shares; 2025Q4: 211,484 shares; 2026Q1: 196,060 shares 196,060 $205M 0.06% -15,424 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,344,359 shares; 2025Q1: 3,444,233 shares; 2025Q2: 3,699,495 shares; 2025Q3: 4,697,285 shares; 2025Q4: 5,553,717 shares; 2026Q1: 6,073,722 shares 6,073,722 $205M 0.06% +520,005 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: not loaded; 2024Q4: 2,017,562 shares; 2025Q1: 2,269,476 shares; 2025Q2: 2,768,787 shares; 2025Q3: 2,793,350 shares; 2025Q4: 2,853,524 shares; 2026Q1: 3,050,156 shares 3,050,156 $205M 0.06% +196,632 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: not loaded; 2024Q4: 3,066,856 shares; 2025Q1: 3,410,262 shares; 2025Q2: 3,595,511 shares; 2025Q3: 3,810,418 shares; 2025Q4: 4,066,736 shares; 2026Q1: 4,106,569 shares 4,106,569 $205M 0.06% +39,833 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: not loaded; 2024Q4: 1,201,567 shares; 2025Q1: 1,167,561 shares; 2025Q2: 1,141,049 shares; 2025Q3: 1,230,861 shares; 2025Q4: 1,181,093 shares; 2026Q1: 1,202,725 shares 1,202,725 $204M 0.06% +21,632 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 747,224 shares; 2025Q4: 2,978,764 shares; 2026Q1: 6,877,901 shares 6,877,901 $204M 0.06% +3,899,137 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: not loaded; 2024Q4: 3,321,833 shares; 2025Q1: 3,160,905 shares; 2025Q2: 3,265,060 shares; 2025Q3: 3,063,368 shares; 2025Q4: 2,452,920 shares; 2026Q1: 2,126,153 shares 2,126,153 $202M 0.06% -326,767 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,946,579 shares; 2025Q1: 2,934,179 shares; 2025Q2: 2,962,746 shares; 2025Q3: 2,775,068 shares; 2025Q4: 2,852,979 shares; 2026Q1: 4,257,907 shares 4,257,907 $200M 0.06% +1,404,928 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 906,501 shares; 2025Q1: 860,014 shares; 2025Q2: 870,620 shares; 2025Q3: 824,267 shares; 2025Q4: 729,567 shares; 2026Q1: 666,069 shares 666,069 $200M 0.06% -63,498 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: not loaded; 2024Q4: 4,514,985 shares; 2025Q1: 4,486,289 shares; 2025Q2: 5,351,355 shares; 2025Q3: 5,878,165 shares; 2025Q4: 5,415,994 shares; 2026Q1: 5,615,473 shares 5,615,473 $200M 0.06% +199,479 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: not loaded; 2024Q4: 410,137 shares; 2025Q1: 386,388 shares; 2025Q2: 421,649 shares; 2025Q3: 467,888 shares; 2025Q4: 423,696 shares; 2026Q1: 503,434 shares 503,434 $200M 0.06% +79,738 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 471,906 shares; 2025Q1: 510,542 shares; 2025Q2: 499,777 shares; 2025Q3: 535,685 shares; 2025Q4: 418,131 shares; 2026Q1: 444,496 shares 444,496 $198M 0.06% +26,365 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: not loaded; 2024Q4: 1,819,665 shares; 2025Q1: 2,577,433 shares; 2025Q2: 1,856,140 shares; 2025Q3: 1,810,947 shares; 2025Q4: 1,866,314 shares; 2026Q1: 2,170,049 shares 2,170,049 $196M 0.06% +303,735 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: not loaded; 2024Q4: 1,396,996 shares; 2025Q1: 1,601,097 shares; 2025Q2: 1,923,304 shares; 2025Q3: 2,148,355 shares; 2025Q4: 2,243,568 shares; 2026Q1: 2,523,280 shares 2,523,280 $195M 0.06% +279,712 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: not loaded; 2024Q4: 679,047 shares; 2025Q1: 643,202 shares; 2025Q2: 629,660 shares; 2025Q3: 607,026 shares; 2025Q4: 593,460 shares; 2026Q1: 603,238 shares 603,238 $193M 0.06% +9,778 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,638,481 shares; 2025Q1: 2,223,049 shares; 2025Q2: 2,404,847 shares; 2025Q3: 2,878,144 shares; 2025Q4: 3,049,542 shares; 2026Q1: 3,246,484 shares 3,246,484 $193M 0.06% +196,942 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 572,424 shares; 2025Q1: 587,009 shares; 2025Q2: 610,062 shares; 2025Q3: 690,817 shares; 2025Q4: 711,292 shares; 2026Q1: 692,225 shares 692,225 $192M 0.06% -19,067 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 113,831 shares; 2025Q1: 357,080 shares; 2025Q2: 383,392 shares; 2025Q3: 469,133 shares; 2025Q4: 608,032 shares; 2026Q1: 541,796 shares 541,796 $192M 0.06% -66,236 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: not loaded; 2024Q4: 1,495,230 shares; 2025Q1: 4,005,277 shares; 2025Q2: 3,978,724 shares; 2025Q3: 4,338,890 shares; 2025Q4: 5,202,259 shares; 2026Q1: 6,998,730 shares 6,998,730 $191M 0.06% +1,796,471 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: not loaded; 2024Q4: 2,135,915 shares; 2025Q1: 2,177,337 shares; 2025Q2: 2,377,269 shares; 2025Q3: 3,157,207 shares; 2025Q4: 3,533,052 shares; 2026Q1: 3,029,097 shares 3,029,097 $190M 0.06% -503,955 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: not loaded; 2024Q4: 1,431,550 shares; 2025Q1: 1,383,192 shares; 2025Q2: 1,295,655 shares; 2025Q3: 1,456,028 shares; 2025Q4: 1,523,850 shares; 2026Q1: 1,594,914 shares 1,594,914 $189M 0.06% +71,064 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 175,619 shares; 2025Q1: 170,409 shares; 2025Q2: 2,346,977 shares; 2025Q3: 2,322,693 shares; 2025Q4: 2,112,431 shares; 2026Q1: 2,034,134 shares 2,034,134 $188M 0.06% -78,297 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 443,709 shares; 2025Q1: 1,097,235 shares; 2025Q2: 1,182,972 shares; 2025Q3: 1,095,528 shares; 2025Q4: 1,030,550 shares; 2026Q1: 940,847 shares 940,847 $187M 0.06% -89,703 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 233,509 shares; 2025Q1: 257,988 shares; 2025Q2: 268,561 shares; 2025Q3: 274,071 shares; 2025Q4: 267,091 shares; 2026Q1: 256,882 shares 256,882 $187M 0.06% -10,209 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,299,884 shares; 2025Q1: 4,333,025 shares; 2025Q2: 4,577,610 shares; 2025Q3: 5,002,371 shares; 2025Q4: 4,231,389 shares; 2026Q1: 3,235,516 shares 3,235,516 $187M 0.06% -995,873 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 564,510 shares; 2025Q1: 768,502 shares; 2025Q2: 702,768 shares; 2025Q3: 619,511 shares; 2025Q4: 618,416 shares; 2026Q1: 815,135 shares 815,135 $186M 0.06% +196,719 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 59,176 shares; 2025Q1: 57,485 shares; 2025Q2: 57,367 shares; 2025Q3: 56,842 shares; 2025Q4: 57,750 shares; 2026Q1: 55,018 shares 55,018 $186M 0.06% -2,732 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,271,337 shares; 2025Q1: 937,449 shares; 2025Q2: 599,624 shares; 2025Q3: 752,678 shares; 2025Q4: 710,587 shares; 2026Q1: 645,148 shares 645,148 $185M 0.06% -65,439 Timeline NOBL 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: not loaded; 2024Q4: 2,242,645 shares; 2025Q1: 1,987,415 shares; 2025Q2: 1,947,823 shares; 2025Q3: 1,858,118 shares; 2025Q4: 1,860,714 shares; 2026Q1: 1,738,196 shares 1,738,196 $184M 0.06% -122,518 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,818,430 shares; 2025Q1: 3,244,027 shares; 2025Q2: 5,879,894 shares; 2025Q3: 3,436,177 shares; 2025Q4: 3,292,546 shares; 2026Q1: 3,812,745 shares 3,812,745 $184M 0.06% +520,199 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,121,529 shares; 2025Q1: 1,244,536 shares; 2025Q2: 2,434,663 shares; 2025Q3: 2,700,619 shares; 2025Q4: 2,762,472 shares; 2026Q1: 2,531,830 shares 2,531,830 $183M 0.06% -230,642 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: not loaded; 2024Q4: 1,437,845 shares; 2025Q1: 1,812,588 shares; 2025Q2: 2,652,387 shares; 2025Q3: 3,547,167 shares; 2025Q4: 4,159,257 shares; 2026Q1: 5,099,401 shares 5,099,401 $183M 0.06% +940,144 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: not loaded; 2024Q4: 2,836,155 shares; 2025Q1: 2,807,023 shares; 2025Q2: 3,145,883 shares; 2025Q3: 3,409,845 shares; 2025Q4: 3,095,682 shares; 2026Q1: 3,988,098 shares 3,988,098 $182M 0.06% +892,416 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,710,361 shares; 2025Q1: 4,069,532 shares; 2025Q2: 3,152,940 shares; 2025Q3: 2,587,013 shares; 2025Q4: 2,007,657 shares; 2026Q1: 3,611,301 shares 3,611,301 $182M 0.06% +1,603,644 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 92,059 shares; 2025Q1: 89,367 shares; 2025Q2: 109,303 shares; 2025Q3: 101,343 shares; 2025Q4: 86,390 shares; 2026Q1: 135,009 shares 135,009 $181M 0.06% +48,619 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: not loaded; 2024Q4: 8,567,404 shares; 2025Q1: 8,879,611 shares; 2025Q2: 8,740,949 shares; 2025Q3: 8,885,934 shares; 2025Q4: 9,527,406 shares; 2026Q1: 10,202,985 shares 10,202,985 $181M 0.06% +675,579 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,282,027 shares; 2025Q1: 1,282,901 shares; 2025Q2: 1,210,138 shares; 2025Q3: 876,183 shares; 2025Q4: 813,123 shares; 2026Q1: 749,823 shares 749,823 $181M 0.06% -63,300 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 loaded; 2024Q4: 476,989 shares; 2025Q1: 1,583,080 shares; 2025Q2: 2,749,163 shares; 2025Q3: 3,746,218 shares; 2025Q4: 5,545,900 shares; 2026Q1: 6,900,952 shares 6,900,952 $181M 0.06% +1,355,052 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 804,342 shares; 2025Q1: 775,427 shares; 2025Q2: 771,056 shares; 2025Q3: 783,777 shares; 2025Q4: 756,995 shares; 2026Q1: 693,647 shares 693,647 $181M 0.06% -63,348 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 592,105 shares; 2025Q1: 546,525 shares; 2025Q2: 572,462 shares; 2025Q3: 577,288 shares; 2025Q4: 569,211 shares; 2026Q1: 551,074 shares 551,074 $180M 0.06% -18,137 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: not loaded; 2024Q4: 1,190,665 shares; 2025Q1: 1,215,308 shares; 2025Q2: 1,069,697 shares; 2025Q3: 1,059,442 shares; 2025Q4: 1,170,490 shares; 2026Q1: 1,184,494 shares 1,184,494 $179M 0.06% +14,004 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: not loaded; 2024Q4: 514,826 shares; 2025Q1: 673,024 shares; 2025Q2: 808,782 shares; 2025Q3: 2,254,191 shares; 2025Q4: 4,044,605 shares; 2026Q1: 4,818,381 shares 4,818,381 $179M 0.06% +773,776 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: not loaded; 2024Q4: 3,533,067 shares; 2025Q1: 3,326,119 shares; 2025Q2: 3,375,863 shares; 2025Q3: 3,497,417 shares; 2025Q4: 4,556,413 shares; 2026Q1: 4,611,433 shares 4,611,433 $179M 0.06% +55,020 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,587,932 shares; 2025Q1: 2,036,577 shares; 2025Q2: 2,012,446 shares; 2025Q3: 2,239,198 shares; 2025Q4: 2,393,143 shares; 2026Q1: 3,579,081 shares 3,579,081 $178M 0.06% +1,185,938 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,888,608 shares; 2025Q1: 2,181,955 shares; 2025Q2: 2,080,872 shares; 2025Q3: 2,028,212 shares; 2025Q4: 2,137,309 shares; 2026Q1: 2,224,213 shares 2,224,213 $178M 0.05% +86,904 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: not loaded; 2024Q4: 718,597 shares; 2025Q1: 722,928 shares; 2025Q2: 774,904 shares; 2025Q3: 806,763 shares; 2025Q4: 920,371 shares; 2026Q1: 894,179 shares 894,179 $177M 0.05% -26,192 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,950,312 shares; 2025Q1: 2,830,267 shares; 2025Q2: 2,802,925 shares; 2025Q3: 2,583,898 shares; 2025Q4: 2,226,862 shares; 2026Q1: 1,864,988 shares 1,864,988 $177M 0.05% -361,874 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,246,713 shares; 2025Q1: 9,175,486 shares; 2025Q2: 9,259,323 shares; 2025Q3: 9,486,239 shares; 2025Q4: 10,190,939 shares; 2026Q1: 11,277,659 shares 11,277,659 $176M 0.05% +1,086,720 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: not loaded; 2024Q4: 151,274 shares; 2025Q1: 326,302 shares; 2025Q2: 827,966 shares; 2025Q3: 1,341,003 shares; 2025Q4: 1,726,149 shares; 2026Q1: 1,565,729 shares 1,565,729 $176M 0.05% -160,420 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: not loaded; 2024Q4: 2,321,404 shares; 2025Q1: 2,802,661 shares; 2025Q2: 2,811,164 shares; 2025Q3: 2,900,946 shares; 2025Q4: 3,115,949 shares; 2026Q1: 3,296,746 shares 3,296,746 $175M 0.05% +180,797 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,723,969 shares; 2025Q1: 3,355,057 shares; 2025Q2: 3,379,116 shares; 2025Q3: 3,341,620 shares; 2025Q4: 2,452,212 shares; 2026Q1: 2,782,627 shares 2,782,627 $174M 0.05% +330,415 Timeline IBB 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: not loaded; 2024Q4: 416,081 shares; 2025Q1: 351,200 shares; 2025Q2: 259,741 shares; 2025Q3: 257,430 shares; 2025Q4: 994,311 shares; 2026Q1: 1,029,709 shares 1,029,709 $174M 0.05% +35,398 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: not loaded; 2024Q4: 371,531 shares; 2025Q1: 406,982 shares; 2025Q2: 409,060 shares; 2025Q3: 409,424 shares; 2025Q4: 1,935,884 shares; 2026Q1: 1,655,912 shares 1,655,912 $173M 0.05% -279,972 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: not loaded; 2024Q4: 989,589 shares; 2025Q1: 4,087,785 shares; 2025Q2: 4,233,058 shares; 2025Q3: 4,528,096 shares; 2025Q4: 5,002,120 shares; 2026Q1: 5,137,474 shares 5,137,474 $172M 0.05% +135,354 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 608,609 shares; 2025Q1: 577,564 shares; 2025Q2: 633,300 shares; 2025Q3: 628,877 shares; 2025Q4: 590,891 shares; 2026Q1: 605,537 shares 605,537 $172M 0.05% +14,646 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: not loaded; 2024Q4: 2,176,323 shares; 2025Q1: 2,446,972 shares; 2025Q2: 2,472,356 shares; 2025Q3: 2,786,172 shares; 2025Q4: 2,958,425 shares; 2026Q1: 2,512,801 shares 2,512,801 $171M 0.05% -445,624 Timeline HYMB 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: not loaded; 2024Q4: 5,593,808 shares; 2025Q1: 5,734,646 shares; 2025Q2: 6,157,569 shares; 2025Q3: 6,137,996 shares; 2025Q4: 6,537,778 shares; 2026Q1: 6,852,953 shares 6,852,953 $170M 0.05% +315,175 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 253,811 shares; 2025Q1: 107,202 shares; 2025Q2: 103,763 shares; 2025Q3: 163,136 shares; 2025Q4: 152,630 shares; 2026Q1: 155,518 shares 155,518 $170M 0.05% +2,888 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: not loaded; 2024Q4: 470,904 shares; 2025Q1: 450,709 shares; 2025Q2: 523,826 shares; 2025Q3: 596,044 shares; 2025Q4: 717,916 shares; 2026Q1: 773,234 shares 773,234 $169M 0.05% +55,318 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 957,948 shares; 2026Q1: 1,515,368 shares 1,515,368 $169M 0.05% +557,420 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: not loaded; 2024Q4: 1,686,974 shares; 2025Q1: 1,659,634 shares; 2025Q2: 1,863,704 shares; 2025Q3: 1,789,542 shares; 2025Q4: 1,902,665 shares; 2026Q1: 2,019,870 shares 2,019,870 $169M 0.05% +117,205 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 loaded; 2024Q4: 1,328,051 shares; 2025Q1: 1,270,852 shares; 2025Q2: 1,050,562 shares; 2025Q3: 1,161,831 shares; 2025Q4: 1,231,026 shares; 2026Q1: 1,375,634 shares 1,375,634 $169M 0.05% +144,608 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 512,152 shares; 2025Q1: 421,728 shares; 2025Q2: 401,216 shares; 2025Q3: 401,854 shares; 2025Q4: 404,990 shares; 2026Q1: 401,154 shares 401,154 $168M 0.05% -3,836 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: not loaded; 2024Q4: 1,413,157 shares; 2025Q1: 1,415,920 shares; 2025Q2: 1,505,339 shares; 2025Q3: 1,510,967 shares; 2025Q4: 1,720,462 shares; 2026Q1: 1,640,137 shares 1,640,137 $168M 0.05% -80,325 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,827,462 shares; 2025Q1: 2,819,487 shares; 2025Q2: 2,861,876 shares; 2025Q3: 2,820,470 shares; 2025Q4: 1,792,721 shares; 2026Q1: 2,002,478 shares 2,002,478 $168M 0.05% +209,757 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 571,290 shares; 2025Q1: 574,258 shares; 2025Q2: 1,043,899 shares; 2025Q3: 996,344 shares; 2025Q4: 1,288,652 shares; 2026Q1: 1,229,139 shares 1,229,139 $167M 0.05% -59,513 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: not loaded; 2024Q4: 272,507 shares; 2025Q1: 325,781 shares; 2025Q2: 490,585 shares; 2025Q3: 806,401 shares; 2025Q4: 1,277,846 shares; 2026Q1: 2,075,447 shares 2,075,447 $167M 0.05% +797,601 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,067,997 shares; 2025Q1: 3,826,351 shares; 2025Q2: 4,725,856 shares; 2025Q3: 4,487,720 shares; 2025Q4: 4,092,707 shares; 2026Q1: 3,873,842 shares 3,873,842 $167M 0.05% -218,865 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,183,846 shares; 2025Q1: 1,222,381 shares; 2025Q2: 1,279,549 shares; 2025Q3: 1,336,022 shares; 2025Q4: 1,349,650 shares; 2026Q1: 1,400,266 shares 1,400,266 $166M 0.05% +50,616 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: not loaded; 2024Q4: 906,294 shares; 2025Q1: 787,211 shares; 2025Q2: 486,794 shares; 2025Q3: 615,305 shares; 2025Q4: 1,017,170 shares; 2026Q1: 1,793,866 shares 1,793,866 $166M 0.05% +776,696 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,994,877 shares; 2025Q1: 4,423,044 shares; 2025Q2: 4,368,126 shares; 2025Q3: 4,508,542 shares; 2025Q4: 4,348,020 shares; 2026Q1: 3,815,679 shares 3,815,679 $165M 0.05% -532,341 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: not loaded; 2024Q4: 336,518 shares; 2025Q1: 692,917 shares; 2025Q2: 1,144,700 shares; 2025Q3: 1,403,033 shares; 2025Q4: 1,496,399 shares; 2026Q1: 1,746,280 shares 1,746,280 $165M 0.05% +249,881 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: not loaded; 2024Q4: 1,134,550 shares; 2025Q1: 1,143,929 shares; 2025Q2: 1,115,465 shares; 2025Q3: 1,132,518 shares; 2025Q4: 1,304,026 shares; 2026Q1: 1,486,333 shares 1,486,333 $164M 0.05% +182,307 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: not loaded; 2024Q4: 1,797,839 shares; 2025Q1: 1,430,561 shares; 2025Q2: 1,740,774 shares; 2025Q3: 1,972,537 shares; 2025Q4: 2,434,640 shares; 2026Q1: 2,203,124 shares 2,203,124 $164M 0.05% -231,516 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: not loaded; 2024Q4: 537,384 shares; 2025Q1: 635,822 shares; 2025Q2: 667,770 shares; 2025Q3: 733,206 shares; 2025Q4: 837,045 shares; 2026Q1: 1,120,959 shares 1,120,959 $163M 0.05% +283,914 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,313,767 shares; 2025Q1: 1,236,934 shares; 2025Q2: 1,084,493 shares; 2025Q3: 1,047,244 shares; 2025Q4: 1,315,448 shares; 2026Q1: 1,750,562 shares 1,750,562 $161M 0.05% +435,114 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,342,763 shares; 2025Q1: 1,437,214 shares; 2025Q2: 1,404,762 shares; 2025Q3: 1,336,002 shares; 2025Q4: 1,008,720 shares; 2026Q1: 2,472,393 shares 2,472,393 $161M 0.05% +1,463,673 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,579,744 shares; 2025Q1: 1,457,863 shares; 2025Q2: 1,568,841 shares; 2025Q3: 1,549,157 shares; 2025Q4: 1,484,649 shares; 2026Q1: 1,454,102 shares 1,454,102 $160M 0.05% -30,547 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: not loaded; 2024Q4: 232,633 shares; 2025Q1: 253,906 shares; 2025Q2: 334,734 shares; 2025Q3: 340,942 shares; 2025Q4: 368,045 shares; 2026Q1: 434,071 shares 434,071 $159M 0.05% +66,026 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: not loaded; 2024Q4: 1,463,946 shares; 2025Q1: 2,965,812 shares; 2025Q2: 1,559,330 shares; 2025Q3: 1,656,670 shares; 2025Q4: 1,677,736 shares; 2026Q1: 1,711,045 shares 1,711,045 $159M 0.05% +33,309 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,033,525 shares; 2025Q1: 2,152,403 shares; 2025Q2: 2,097,551 shares; 2025Q3: 1,931,282 shares; 2025Q4: 2,151,596 shares; 2026Q1: 2,188,163 shares 2,188,163 $159M 0.05% +36,567 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,180,310 shares; 2025Q1: 694,224 shares; 2025Q2: 783,616 shares; 2025Q3: 720,321 shares; 2025Q4: 666,897 shares; 2026Q1: 689,910 shares 689,910 $158M 0.05% +23,013 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: not loaded; 2024Q4: 269,922 shares; 2025Q1: 301,035 shares; 2025Q2: 328,446 shares; 2025Q3: 488,797 shares; 2025Q4: 708,774 shares; 2026Q1: 962,414 shares 962,414 $157M 0.05% +253,640 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 883,792 shares; 2025Q1: 947,522 shares; 2025Q2: 911,307 shares; 2025Q3: 1,644,107 shares; 2025Q4: 1,269,280 shares; 2026Q1: 1,176,848 shares 1,176,848 $157M 0.05% -92,432 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: not loaded; 2024Q4: 2,253,626 shares; 2025Q1: 2,279,275 shares; 2025Q2: 2,867,532 shares; 2025Q3: 2,900,899 shares; 2025Q4: 2,729,485 shares; 2026Q1: 2,855,522 shares 2,855,522 $156M 0.05% +126,037 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 371,723 shares; 2025Q1: 375,803 shares; 2025Q2: 374,765 shares; 2025Q3: 409,568 shares; 2025Q4: 393,870 shares; 2026Q1: 426,905 shares 426,905 $155M 0.05% +33,035 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: not loaded; 2024Q4: 4,209,477 shares; 2025Q1: 4,472,790 shares; 2025Q2: 4,606,095 shares; 2025Q3: 5,396,909 shares; 2025Q4: 6,108,791 shares; 2026Q1: 6,948,087 shares 6,948,087 $155M 0.05% +839,296 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: not loaded; 2024Q4: 1,105,688 shares; 2025Q1: 1,077,650 shares; 2025Q2: 1,080,487 shares; 2025Q3: 1,162,719 shares; 2025Q4: 1,236,644 shares; 2026Q1: 1,279,151 shares 1,279,151 $155M 0.05% +42,507 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: not loaded; 2024Q4: 699,253 shares; 2025Q1: 734,201 shares; 2025Q2: 715,964 shares; 2025Q3: 698,743 shares; 2025Q4: 774,025 shares; 2026Q1: 747,954 shares 747,954 $154M 0.05% -26,071 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: not loaded; 2024Q4: 4,364,619 shares; 2025Q1: 4,906,682 shares; 2025Q2: 4,802,932 shares; 2025Q3: 5,145,515 shares; 2025Q4: 5,190,076 shares; 2026Q1: 5,217,086 shares 5,217,086 $154M 0.05% +27,010 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,759,271 shares; 2025Q1: 5,739,740 shares; 2025Q2: 5,452,817 shares; 2025Q3: 5,019,588 shares; 2025Q4: 4,849,850 shares; 2026Q1: 4,577,864 shares 4,577,864 $153M 0.05% -271,986 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: not loaded; 2024Q4: 798,868 shares; 2025Q1: 1,064,511 shares; 2025Q2: 985,467 shares; 2025Q3: 1,031,007 shares; 2025Q4: 1,067,529 shares; 2026Q1: 933,161 shares 933,161 $153M 0.05% -134,368 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 173,890 shares; 2025Q1: 193,256 shares; 2025Q2: 210,773 shares; 2025Q3: 272,591 shares; 2025Q4: 256,352 shares; 2026Q1: 272,955 shares 272,955 $153M 0.05% +16,603 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,088,603 shares; 2025Q1: 6,548,087 shares; 2025Q2: 6,702,564 shares; 2025Q3: 7,028,102 shares; 2025Q4: 7,446,529 shares; 2026Q1: 7,838,287 shares 7,838,287 $151M 0.05% +391,758 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 266,027 shares; 2025Q1: 383,871 shares; 2025Q2: 404,741 shares; 2025Q3: 469,847 shares; 2025Q4: 406,041 shares; 2026Q1: 385,329 shares 385,329 $151M 0.05% -20,712 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 110,369 shares; 2025Q1: 119,448 shares; 2025Q2: 411,277 shares; 2025Q3: 445,640 shares; 2025Q4: 464,985 shares; 2026Q1: 396,750 shares 396,750 $151M 0.05% -68,235 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 940,754 shares; 2025Q1: 942,375 shares; 2025Q2: 979,743 shares; 2025Q3: 1,004,534 shares; 2025Q4: 1,118,520 shares; 2026Q1: 1,348,721 shares 1,348,721 $150M 0.05% +230,201 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 575,446 shares; 2025Q1: 566,605 shares; 2025Q2: 544,333 shares; 2025Q3: 525,629 shares; 2025Q4: 507,564 shares; 2026Q1: 512,560 shares 512,560 $150M 0.05% +4,996 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: not loaded; 2024Q4: 1,801,098 shares; 2025Q1: 1,849,336 shares; 2025Q2: 1,840,129 shares; 2025Q3: 1,837,151 shares; 2025Q4: 1,836,580 shares; 2026Q1: 1,478,069 shares 1,478,069 $149M 0.05% -358,511 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 381,457 shares; 2025Q1: 567,782 shares; 2025Q2: 584,650 shares; 2025Q3: 533,419 shares; 2025Q4: 577,547 shares; 2026Q1: 708,217 shares 708,217 $149M 0.05% +130,670 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: not loaded; 2024Q4: 1,136,846 shares; 2025Q1: 1,129,268 shares; 2025Q2: 1,136,561 shares; 2025Q3: 1,140,337 shares; 2025Q4: 1,150,886 shares; 2026Q1: 1,181,619 shares 1,181,619 $148M 0.05% +30,733 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,949,571 shares; 2025Q1: 2,973,132 shares; 2025Q2: 3,066,906 shares; 2025Q3: 3,495,989 shares; 2025Q4: 3,416,401 shares; 2026Q1: 3,263,290 shares 3,263,290 $147M 0.05% -153,111 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: not loaded; 2024Q4: 1,123,406 shares; 2025Q1: 1,416,054 shares; 2025Q2: 1,576,192 shares; 2025Q3: 1,351,522 shares; 2025Q4: 1,389,589 shares; 2026Q1: 1,332,318 shares 1,332,318 $147M 0.05% -57,271 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,592,129 shares; 2025Q1: 3,192,327 shares; 2025Q2: 2,586,908 shares; 2025Q3: 2,517,513 shares; 2025Q4: 2,517,807 shares; 2026Q1: 2,457,119 shares 2,457,119 $147M 0.05% -60,688 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,388,709 shares; 2025Q1: 1,312,796 shares; 2025Q2: 1,368,792 shares; 2025Q3: 1,329,324 shares; 2025Q4: 1,237,391 shares; 2026Q1: 1,258,362 shares 1,258,362 $147M 0.05% +20,971 Timeline MBB 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: not loaded; 2024Q4: 1,258,410 shares; 2025Q1: 1,421,953 shares; 2025Q2: 1,548,462 shares; 2025Q3: 1,344,490 shares; 2025Q4: 1,421,409 shares; 2026Q1: 1,537,894 shares 1,537,894 $146M 0.05% +116,485 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: not loaded; 2024Q4: 1,699,492 shares; 2025Q1: 1,963,628 shares; 2025Q2: 2,043,480 shares; 2025Q3: 2,253,927 shares; 2025Q4: 2,441,650 shares; 2026Q1: 2,327,262 shares 2,327,262 $146M 0.04% -114,388 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,897,179 shares; 2025Q1: 1,902,603 shares; 2025Q2: 1,870,931 shares; 2025Q3: 1,816,633 shares; 2025Q4: 1,699,347 shares; 2026Q1: 1,346,499 shares 1,346,499 $146M 0.04% -352,848 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,238,935 shares; 2025Q1: 1,257,622 shares; 2025Q2: 2,519,061 shares; 2025Q3: 2,419,099 shares; 2025Q4: 2,140,489 shares; 2026Q1: 1,831,826 shares 1,831,826 $146M 0.04% -308,663 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,211,300 shares; 2025Q1: 1,109,262 shares; 2025Q2: 1,400,005 shares; 2025Q3: 1,433,430 shares; 2025Q4: 1,534,887 shares; 2026Q1: 1,548,170 shares 1,548,170 $145M 0.04% +13,283 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: not loaded; 2024Q4: 466,559 shares; 2025Q1: 463,245 shares; 2025Q2: 443,257 shares; 2025Q3: 451,017 shares; 2025Q4: 515,020 shares; 2026Q1: 477,172 shares 477,172 $144M 0.04% -37,848 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 478,685 shares; 2025Q1: 429,999 shares; 2025Q2: 426,158 shares; 2025Q3: 354,365 shares; 2025Q4: 327,806 shares; 2026Q1: 331,716 shares 331,716 $143M 0.04% +3,910 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: not loaded; 2024Q4: 943,486 shares; 2025Q1: 832,172 shares; 2025Q2: 1,321,474 shares; 2025Q3: 1,349,247 shares; 2025Q4: 1,326,022 shares; 2026Q1: 1,331,564 shares 1,331,564 $143M 0.04% +5,542 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,588,528 shares; 2025Q1: 1,884,433 shares; 2025Q2: 1,969,864 shares; 2025Q3: 2,719,026 shares; 2025Q4: 2,530,341 shares; 2026Q1: 2,553,783 shares 2,553,783 $143M 0.04% +23,442 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,227,543 shares; 2025Q1: 5,117,169 shares; 2025Q2: 5,488,949 shares; 2025Q3: 5,249,779 shares; 2025Q4: 4,273,217 shares; 2026Q1: 4,445,873 shares 4,445,873 $142M 0.04% +172,656 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 799,042 shares; 2025Q1: 1,230,068 shares; 2025Q2: 888,453 shares; 2025Q3: 936,366 shares; 2025Q4: 765,381 shares; 2026Q1: 899,500 shares 899,500 $141M 0.04% +134,119 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,401,225 shares; 2025Q1: 1,313,373 shares; 2025Q2: 1,289,591 shares; 2025Q3: 1,092,768 shares; 2025Q4: 1,072,940 shares; 2026Q1: 872,040 shares 872,040 $141M 0.04% -200,900 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 49,080 shares; 2025Q1: 44,958 shares; 2025Q2: 171,667 shares; 2025Q3: 642,592 shares; 2025Q4: 717,732 shares; 2026Q1: 721,228 shares 721,228 $141M 0.04% +3,496 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: not loaded; 2024Q4: 746,227 shares; 2025Q1: 778,108 shares; 2025Q2: 849,339 shares; 2025Q3: 966,338 shares; 2025Q4: 1,376,242 shares; 2026Q1: 1,493,437 shares 1,493,437 $141M 0.04% +117,195 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: not loaded; 2024Q4: 307,541 shares; 2025Q1: 371,700 shares; 2025Q2: 391,079 shares; 2025Q3: 446,471 shares; 2025Q4: 555,289 shares; 2026Q1: 544,506 shares 544,506 $140M 0.04% -10,783 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: not loaded; 2024Q4: 451,298 shares; 2025Q1: 478,328 shares; 2025Q2: 473,945 shares; 2025Q3: 495,999 shares; 2025Q4: 520,232 shares; 2026Q1: 562,937 shares 562,937 $140M 0.04% +42,705 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,197,973 shares; 2025Q1: 2,149,448 shares; 2025Q2: 1,304,537 shares; 2025Q3: 1,092,088 shares; 2025Q4: 1,107,626 shares; 2026Q1: 1,147,364 shares 1,147,364 $139M 0.04% +39,738 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 380,202 shares; 2025Q1: 352,201 shares; 2025Q2: 348,223 shares; 2025Q3: 352,294 shares; 2025Q4: 325,788 shares; 2026Q1: 238,651 shares 238,651 $139M 0.04% -87,137 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,162,200 shares; 2025Q1: 2,563,333 shares; 2025Q2: 2,715,784 shares; 2025Q3: 2,547,812 shares; 2025Q4: 2,564,934 shares; 2026Q1: 2,637,986 shares 2,637,986 $139M 0.04% +73,052 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 888,922 shares; 2025Q1: 1,783,361 shares; 2025Q2: 1,958,565 shares; 2025Q3: 2,177,270 shares; 2025Q4: 2,219,880 shares; 2026Q1: 1,925,866 shares 1,925,866 $138M 0.04% -294,014 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 438,435 shares; 2025Q1: 396,104 shares; 2025Q2: 389,260 shares; 2025Q3: 383,410 shares; 2025Q4: 379,428 shares; 2026Q1: 376,243 shares 376,243 $137M 0.04% -3,185 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: not loaded; 2024Q4: 553,656 shares; 2025Q1: 482,086 shares; 2025Q2: 368,870 shares; 2025Q3: 383,513 shares; 2025Q4: 389,572 shares; 2026Q1: 433,239 shares 433,239 $136M 0.04% +43,667 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 678,752 shares; 2025Q3: 1,745,894 shares; 2025Q4: 2,947,901 shares; 2026Q1: 4,566,306 shares 4,566,306 $136M 0.04% +1,618,405 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: not loaded; 2024Q4: 1,038,392 shares; 2025Q1: 1,144,228 shares; 2025Q2: 2,614,616 shares; 2025Q3: 2,773,574 shares; 2025Q4: 2,578,563 shares; 2026Q1: 2,796,663 shares 2,796,663 $135M 0.04% +218,100 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 458,588 shares; 2025Q2: 377,875 shares; 2025Q3: 1,026,382 shares; 2025Q4: 1,384,178 shares; 2026Q1: 2,508,410 shares 2,508,410 $135M 0.04% +1,124,232 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: not loaded; 2024Q4: 318,399 shares; 2025Q1: 360,564 shares; 2025Q2: 354,451 shares; 2025Q3: 381,699 shares; 2025Q4: 470,824 shares; 2026Q1: 421,339 shares 421,339 $134M 0.04% -49,485 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,209,169 shares; 2025Q1: 5,439,030 shares; 2025Q2: 4,891,513 shares; 2025Q3: 4,842,373 shares; 2025Q4: 4,768,898 shares; 2026Q1: 2,952,374 shares 2,952,374 $134M 0.04% -1,816,524 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 446,324 shares; 2025Q1: 599,110 shares; 2025Q2: 696,167 shares; 2025Q3: 717,606 shares; 2025Q4: 671,851 shares; 2026Q1: 564,407 shares 564,407 $134M 0.04% -107,444 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 972,495 shares; 2025Q1: 966,841 shares; 2025Q2: 1,209,815 shares; 2025Q3: 1,306,212 shares; 2025Q4: 1,172,422 shares; 2026Q1: 1,382,542 shares 1,382,542 $133M 0.04% +210,120 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: not loaded; 2024Q4: 652,772 shares; 2025Q1: 606,727 shares; 2025Q2: 624,697 shares; 2025Q3: 654,641 shares; 2025Q4: 790,818 shares; 2026Q1: 720,227 shares 720,227 $133M 0.04% -70,591 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: not loaded; 2024Q4: 996,523 shares; 2025Q1: 948,800 shares; 2025Q2: 801,901 shares; 2025Q3: 901,525 shares; 2025Q4: 1,015,493 shares; 2026Q1: 1,037,365 shares 1,037,365 $133M 0.04% +21,872 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: not loaded; 2024Q4: 931,562 shares; 2025Q1: 981,453 shares; 2025Q2: 918,491 shares; 2025Q3: 906,078 shares; 2025Q4: 974,262 shares; 2026Q1: 968,381 shares 968,381 $131M 0.04% -5,881 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,228,466 shares; 2025Q1: 1,184,120 shares; 2025Q2: 1,386,401 shares; 2025Q3: 1,356,242 shares; 2025Q4: 1,320,879 shares; 2026Q1: 1,398,594 shares 1,398,594 $131M 0.04% +77,715 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,470,700 shares; 2025Q1: 2,552,699 shares; 2025Q2: 2,339,916 shares; 2025Q3: 2,034,148 shares; 2025Q4: 2,060,543 shares; 2026Q1: 2,050,647 shares 2,050,647 $131M 0.04% -9,896 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 277,486 shares; 2025Q1: 268,970 shares; 2025Q2: 270,450 shares; 2025Q3: 377,294 shares; 2025Q4: 388,705 shares; 2026Q1: 406,956 shares 406,956 $130M 0.04% +18,251 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 57,202 shares; 2025Q1: 55,993 shares; 2025Q2: 59,594 shares; 2025Q3: 61,538 shares; 2025Q4: 67,721 shares; 2026Q1: 67,890 shares 67,890 $130M 0.04% +169 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 300,990 shares; 2025Q1: 298,209 shares; 2025Q2: 392,868 shares; 2025Q3: 452,947 shares; 2025Q4: 461,821 shares; 2026Q1: 493,208 shares 493,208 $130M 0.04% +31,387 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,707,166 shares; 2025Q1: 3,715,306 shares; 2025Q2: 3,369,687 shares; 2025Q3: 3,282,079 shares; 2025Q4: 3,167,111 shares; 2026Q1: 3,531,005 shares 3,531,005 $130M 0.04% +363,894 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 706,799 shares; 2025Q1: 760,115 shares; 2025Q2: 678,830 shares; 2025Q3: 699,278 shares; 2025Q4: 693,035 shares; 2026Q1: 718,250 shares 718,250 $129M 0.04% +25,215 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,543,433 shares; 2025Q1: 4,473,175 shares; 2025Q2: 5,504,408 shares; 2025Q3: 5,525,610 shares; 2025Q4: 4,323,826 shares; 2026Q1: 3,370,157 shares 3,370,157 $129M 0.04% -953,669 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 757,655 shares; 2025Q1: 778,695 shares; 2025Q2: 727,058 shares; 2025Q3: 723,542 shares; 2025Q4: 763,541 shares; 2026Q1: 813,626 shares 813,626 $129M 0.04% +50,085 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: not loaded; 2024Q4: 1,899,877 shares; 2025Q1: 1,622,583 shares; 2025Q2: 1,494,904 shares; 2025Q3: 1,516,533 shares; 2025Q4: 1,446,927 shares; 2026Q1: 1,397,933 shares 1,397,933 $128M 0.04% -48,994 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: not loaded; 2024Q4: 281,744 shares; 2025Q1: 401,775 shares; 2025Q2: 467,810 shares; 2025Q3: 787,011 shares; 2025Q4: 998,842 shares; 2026Q1: 1,511,611 shares 1,511,611 $128M 0.04% +512,769 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 843,786 shares; 2025Q1: 1,047,390 shares; 2025Q2: 1,838,766 shares; 2025Q3: 2,209,899 shares; 2025Q4: 2,601,020 shares; 2026Q1: 3,720,942 shares 3,720,942 $128M 0.04% +1,119,922 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: not loaded; 2024Q4: 1,243,769 shares; 2025Q1: 1,411,584 shares; 2025Q2: 1,553,224 shares; 2025Q3: 1,686,551 shares; 2025Q4: 1,778,841 shares; 2026Q1: 2,048,713 shares 2,048,713 $128M 0.04% +269,872 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 91,503 shares; 2025Q1: 111,509 shares; 2025Q2: 131,051 shares; 2025Q3: 138,506 shares; 2025Q4: 149,610 shares; 2026Q1: 165,542 shares 165,542 $128M 0.04% +15,932 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 727,500 shares; 2025Q1: 709,382 shares; 2025Q2: 701,598 shares; 2025Q3: 698,998 shares; 2025Q4: 666,373 shares; 2026Q1: 691,266 shares 691,266 $127M 0.04% +24,893 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 66,426 shares; 2025Q1: 126,586 shares; 2025Q2: 245,972 shares; 2025Q3: 271,244 shares; 2025Q4: 602,450 shares; 2026Q1: 590,338 shares 590,338 $127M 0.04% -12,112 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: not loaded; 2024Q4: 1,824,719 shares; 2025Q1: 1,993,735 shares; 2025Q2: 2,120,770 shares; 2025Q3: 2,283,735 shares; 2025Q4: 2,521,330 shares; 2026Q1: 2,569,946 shares 2,569,946 $127M 0.04% +48,616 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,881,726 shares; 2025Q1: 5,962,077 shares; 2025Q2: 5,503,246 shares; 2025Q3: 5,728,492 shares; 2025Q4: 6,263,583 shares; 2026Q1: 6,208,575 shares 6,208,575 $127M 0.04% -55,008 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: not loaded; 2024Q4: 933,726 shares; 2025Q1: 976,933 shares; 2025Q2: 942,827 shares; 2025Q3: 1,066,181 shares; 2025Q4: 1,146,853 shares; 2026Q1: 1,160,780 shares 1,160,780 $127M 0.04% +13,927 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,050 shares; 2025Q1: 36,894 shares; 2025Q2: 68,458 shares; 2025Q3: 138,974 shares; 2025Q4: 190,350 shares; 2026Q1: 179,165 shares 179,165 $126M 0.04% -11,185 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,153 shares; 2025Q3: 1,911,049 shares; 2025Q4: 3,277,042 shares; 2026Q1: 5,252,014 shares 5,252,014 $125M 0.04% +1,974,972 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,705,957 shares; 2025Q1: 2,066,407 shares; 2025Q2: 1,760,288 shares; 2025Q3: 1,531,051 shares; 2025Q4: 1,355,261 shares; 2026Q1: 2,439,416 shares 2,439,416 $125M 0.04% +1,084,155 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 671,307 shares; 2025Q1: 597,403 shares; 2025Q2: 574,354 shares; 2025Q3: 623,379 shares; 2025Q4: 650,951 shares; 2026Q1: 615,792 shares 615,792 $125M 0.04% -35,159 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,852,839 shares; 2025Q1: 2,032,093 shares; 2025Q2: 2,060,289 shares; 2025Q3: 2,087,271 shares; 2025Q4: 3,234,373 shares; 2026Q1: 3,126,584 shares 3,126,584 $125M 0.04% -107,789 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32,202 shares; 2025Q1: 31,728 shares; 2025Q2: 30,714 shares; 2025Q3: 27,422 shares; 2025Q4: 26,269 shares; 2026Q1: 29,439 shares 29,439 $124M 0.04% +3,170 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: not loaded; 2024Q4: 189 shares; 2025Q1: 187 shares; 2025Q2: 187 shares; 2025Q3: 183 shares; 2025Q4: 173 shares; 2026Q1: 171 shares 171 $123M 0.04% -2 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,683,621 shares; 2025Q1: 3,286,678 shares; 2025Q2: 2,723,404 shares; 2025Q3: 2,722,669 shares; 2025Q4: 2,896,834 shares; 2026Q1: 2,816,876 shares 2,816,876 $123M 0.04% -79,958 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: not loaded; 2024Q4: 1,607,934 shares; 2025Q1: 1,717,921 shares; 2025Q2: 2,031,899 shares; 2025Q3: 1,866,337 shares; 2025Q4: 2,008,831 shares; 2026Q1: 2,160,434 shares 2,160,434 $123M 0.04% +151,603 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: not loaded; 2024Q4: 765,816 shares; 2025Q1: 809,708 shares; 2025Q2: 964,544 shares; 2025Q3: 1,030,426 shares; 2025Q4: 1,288,342 shares; 2026Q1: 1,413,502 shares 1,413,502 $122M 0.04% +125,160 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,067,382 shares; 2025Q1: 1,607,906 shares; 2025Q2: 1,297,814 shares; 2025Q3: 1,949,973 shares; 2025Q4: 1,849,009 shares; 2026Q1: 1,843,401 shares 1,843,401 $122M 0.04% -5,608 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: not loaded; 2024Q4: 319,857 shares; 2025Q1: 479,658 shares; 2025Q2: 595,665 shares; 2025Q3: 1,116,398 shares; 2025Q4: 1,347,980 shares; 2026Q1: 1,614,667 shares 1,614,667 $122M 0.04% +266,687 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: not loaded; 2024Q4: 853,539 shares; 2025Q1: 876,953 shares; 2025Q2: 849,192 shares; 2025Q3: 867,189 shares; 2025Q4: 796,195 shares; 2026Q1: 922,764 shares 922,764 $122M 0.04% +126,569 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 741,944 shares; 2025Q4: 2,222,433 shares; 2026Q1: 2,595,833 shares 2,595,833 $122M 0.04% +373,400 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: not loaded; 2024Q4: 251,538 shares; 2025Q1: 592,374 shares; 2025Q2: 984,956 shares; 2025Q3: 2,111,621 shares; 2025Q4: 2,506,777 shares; 2026Q1: 3,377,018 shares 3,377,018 $121M 0.04% +870,241 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 363,446 shares; 2025Q1: 408,937 shares; 2025Q2: 784,551 shares; 2025Q3: 759,978 shares; 2025Q4: 779,254 shares; 2026Q1: 775,148 shares 775,148 $121M 0.04% -4,106 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 755,887 shares; 2025Q1: 1,205,121 shares; 2025Q2: 1,779,517 shares; 2025Q3: 1,946,303 shares; 2025Q4: 1,908,438 shares; 2026Q1: 2,392,310 shares 2,392,310 $121M 0.04% +483,872 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 193,875 shares; 2025Q3: 1,380,935 shares; 2025Q4: 2,716,962 shares; 2026Q1: 3,672,660 shares 3,672,660 $121M 0.04% +955,698 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: not loaded; 2024Q4: 548,320 shares; 2025Q1: 565,986 shares; 2025Q2: 525,740 shares; 2025Q3: 493,795 shares; 2025Q4: 480,575 shares; 2026Q1: 495,176 shares 495,176 $120M 0.04% +14,601 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,101,145 shares; 2025Q1: 6,544,209 shares; 2025Q2: 4,914,045 shares; 2025Q3: 3,425,794 shares; 2025Q4: 3,473,399 shares; 2026Q1: 1,974,619 shares 1,974,619 $120M 0.04% -1,498,780 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 679,495 shares; 2025Q1: 595,300 shares; 2025Q2: 2,060,404 shares; 2025Q3: 2,144,864 shares; 2025Q4: 1,919,301 shares; 2026Q1: 1,775,579 shares 1,775,579 $119M 0.04% -143,722 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 591,128 shares; 2025Q1: 992,755 shares; 2025Q2: 915,343 shares; 2025Q3: 1,156,696 shares; 2025Q4: 1,762,203 shares; 2026Q1: 3,238,674 shares 3,238,674 $119M 0.04% +1,476,471 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,852,826 shares; 2025Q1: 3,895,172 shares; 2025Q2: 3,650,888 shares; 2025Q3: 3,897,859 shares; 2025Q4: 4,255,837 shares; 2026Q1: 6,036,134 shares 6,036,134 $118M 0.04% +1,780,297 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 482,480 shares; 2025Q1: 488,162 shares; 2025Q2: 495,289 shares; 2025Q3: 340,226 shares; 2025Q4: 356,943 shares; 2026Q1: 304,779 shares 304,779 $118M 0.04% -52,164 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 399,716 shares; 2025Q1: 344,299 shares; 2025Q2: 324,651 shares; 2025Q3: 360,063 shares; 2025Q4: 517,911 shares; 2026Q1: 619,884 shares 619,884 $118M 0.04% +101,973 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,171,513 shares; 2025Q1: 1,450,934 shares; 2025Q2: 1,591,028 shares; 2025Q3: 1,376,602 shares; 2025Q4: 1,742,174 shares; 2026Q1: 1,830,717 shares 1,830,717 $117M 0.04% +88,543 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,364,388 shares; 2025Q1: 1,319,929 shares; 2025Q2: 1,284,205 shares; 2025Q3: 1,232,276 shares; 2025Q4: 1,270,134 shares; 2026Q1: 1,374,916 shares 1,374,916 $117M 0.04% +104,782 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: not loaded; 2024Q4: 556,318 shares; 2025Q1: 904,306 shares; 2025Q2: 1,021,750 shares; 2025Q3: 1,657,341 shares; 2025Q4: 2,077,712 shares; 2026Q1: 2,106,011 shares 2,106,011 $116M 0.04% +28,299 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: not loaded; 2024Q4: 538,236 shares; 2025Q1: 685,223 shares; 2025Q2: 678,403 shares; 2025Q3: 756,020 shares; 2025Q4: 894,401 shares; 2026Q1: 1,009,372 shares 1,009,372 $116M 0.04% +114,971 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: not loaded; 2024Q4: 2,663,729 shares; 2025Q1: 2,893,421 shares; 2025Q2: 2,774,470 shares; 2025Q3: 2,734,856 shares; 2025Q4: 2,758,134 shares; 2026Q1: 2,823,342 shares 2,823,342 $116M 0.04% +65,208 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 422,856 shares; 2025Q1: 433,014 shares; 2025Q2: 461,067 shares; 2025Q3: 450,647 shares; 2025Q4: 415,562 shares; 2026Q1: 423,527 shares 423,527 $116M 0.04% +7,965 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: not loaded; 2024Q4: 1,038,921 shares; 2025Q1: 660,519 shares; 2025Q2: 678,082 shares; 2025Q3: 693,567 shares; 2025Q4: 1,326,577 shares; 2026Q1: 835,703 shares 835,703 $116M 0.04% -490,874 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 478,170 shares; 2025Q1: 471,814 shares; 2025Q2: 483,728 shares; 2025Q3: 507,649 shares; 2025Q4: 528,375 shares; 2026Q1: 555,205 shares 555,205 $115M 0.04% +26,830 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,456,437 shares; 2025Q1: 1,537,988 shares; 2025Q2: 1,474,220 shares; 2025Q3: 1,511,246 shares; 2025Q4: 1,262,077 shares; 2026Q1: 1,350,706 shares 1,350,706 $115M 0.04% +88,629 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,133,016 shares; 2025Q1: 1,389,661 shares; 2025Q2: 1,671,746 shares; 2025Q3: 1,656,628 shares; 2025Q4: 1,703,704 shares; 2026Q1: 1,357,833 shares 1,357,833 $115M 0.04% -345,871 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 673,711 shares; 2025Q1: 661,439 shares; 2025Q2: 855,215 shares; 2025Q3: 838,127 shares; 2025Q4: 718,970 shares; 2026Q1: 789,955 shares 789,955 $115M 0.04% +70,985 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,438,772 shares; 2025Q1: 2,864,864 shares; 2025Q2: 2,428,000 shares; 2025Q3: 2,386,629 shares; 2025Q4: 2,173,382 shares; 2026Q1: 2,176,107 shares 2,176,107 $114M 0.04% +2,725 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 132,601 shares; 2025Q1: 134,391 shares; 2025Q2: 135,939 shares; 2025Q3: 355,179 shares; 2025Q4: 411,400 shares; 2026Q1: 466,581 shares 466,581 $114M 0.04% +55,181 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,452,702 shares; 2025Q1: 4,683,338 shares; 2025Q2: 4,868,398 shares; 2025Q3: 3,690,904 shares; 2025Q4: 1,551,642 shares; 2026Q1: 1,406,067 shares 1,406,067 $114M 0.04% -145,575 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: not loaded; 2024Q4: 664,679 shares; 2025Q1: 988,866 shares; 2025Q2: 1,017,876 shares; 2025Q3: 1,230,791 shares; 2025Q4: 1,495,191 shares; 2026Q1: 2,241,083 shares 2,241,083 $114M 0.04% +745,892 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: not loaded; 2024Q4: 1,393,858 shares; 2025Q1: 1,352,303 shares; 2025Q2: 1,356,741 shares; 2025Q3: 1,403,546 shares; 2025Q4: 1,478,811 shares; 2026Q1: 1,280,054 shares 1,280,054 $114M 0.04% -198,757 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 618,469 shares; 2025Q1: 647,391 shares; 2025Q2: 822,278 shares; 2025Q3: 954,272 shares; 2025Q4: 921,998 shares; 2026Q1: 2,075,403 shares 2,075,403 $114M 0.04% +1,153,405 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 605,374 shares; 2025Q1: 812,544 shares; 2025Q2: 736,727 shares; 2025Q3: 748,130 shares; 2025Q4: 864,799 shares; 2026Q1: 954,925 shares 954,925 $113M 0.03% +90,126 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 924,943 shares; 2025Q1: 913,621 shares; 2025Q2: 832,482 shares; 2025Q3: 650,849 shares; 2025Q4: 614,224 shares; 2026Q1: 591,043 shares 591,043 $112M 0.03% -23,181 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,932,418 shares; 2025Q1: 2,579,736 shares; 2025Q2: 2,651,296 shares; 2025Q3: 2,511,324 shares; 2025Q4: 2,154,293 shares; 2026Q1: 2,287,931 shares 2,287,931 $111M 0.03% +133,638 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,329,212 shares; 2025Q1: 1,568,099 shares; 2025Q2: 1,431,480 shares; 2025Q3: 1,484,557 shares; 2025Q4: 1,553,925 shares; 2026Q1: 1,570,121 shares 1,570,121 $111M 0.03% +16,196 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 803,994 shares; 2025Q1: 833,614 shares; 2025Q2: 860,089 shares; 2025Q3: 873,186 shares; 2025Q4: 844,534 shares; 2026Q1: 765,095 shares 765,095 $111M 0.03% -79,439 Timeline ISTB 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: not loaded; 2024Q4: 1,899,925 shares; 2025Q1: 1,996,862 shares; 2025Q2: 1,995,387 shares; 2025Q3: 2,113,364 shares; 2025Q4: 2,223,386 shares; 2026Q1: 2,289,658 shares 2,289,658 $111M 0.03% +66,272 Timeline PBUS 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: not loaded; 2024Q4: 841,785 shares; 2025Q1: 962,684 shares; 2025Q2: 490,993 shares; 2025Q3: 1,477,106 shares; 2025Q4: 1,545,014 shares; 2026Q1: 1,700,781 shares 1,700,781 $111M 0.03% +155,767 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 564,001 shares; 2025Q1: 571,848 shares; 2025Q2: 570,603 shares; 2025Q3: 563,645 shares; 2025Q4: 524,071 shares; 2026Q1: 524,733 shares 524,733 $111M 0.03% +662 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 455,215 shares; 2025Q1: 480,385 shares; 2025Q2: 516,094 shares; 2025Q3: 560,507 shares; 2025Q4: 572,322 shares; 2026Q1: 590,537 shares 590,537 $110M 0.03% +18,215 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: not loaded; 2024Q4: 683,652 shares; 2025Q1: 686,608 shares; 2025Q2: 683,313 shares; 2025Q3: 775,228 shares; 2025Q4: 814,795 shares; 2026Q1: 753,203 shares 753,203 $110M 0.03% -61,592 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 645,130 shares; 2025Q1: 2,032,264 shares; 2025Q2: 3,236,628 shares; 2025Q3: 3,078,342 shares; 2025Q4: 2,558,163 shares; 2026Q1: 2,232,366 shares 2,232,366 $109M 0.03% -325,797 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,666,574 shares; 2025Q1: 2,465,999 shares; 2025Q2: 2,559,188 shares; 2025Q3: 2,553,760 shares; 2025Q4: 2,455,174 shares; 2026Q1: 2,477,580 shares 2,477,580 $109M 0.03% +22,406 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,305,962 shares; 2025Q1: 3,285,963 shares; 2025Q2: 3,429,324 shares; 2025Q3: 3,275,374 shares; 2025Q4: 2,890,298 shares; 2026Q1: 1,450,487 shares 1,450,487 $109M 0.03% -1,439,811 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 626,000 shares; 2025Q1: 655,604 shares; 2025Q2: 707,602 shares; 2025Q3: 609,117 shares; 2025Q4: 541,815 shares; 2026Q1: 533,591 shares 533,591 $109M 0.03% -8,224 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: not loaded; 2024Q4: 1,426,287 shares; 2025Q1: 1,819,777 shares; 2025Q2: 1,959,799 shares; 2025Q3: 2,158,286 shares; 2025Q4: 2,405,138 shares; 2026Q1: 2,687,618 shares 2,687,618 $109M 0.03% +282,480 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,860,019 shares; 2025Q1: 7,656,591 shares; 2025Q2: 7,732,423 shares; 2025Q3: 6,110,656 shares; 2025Q4: 5,413,767 shares; 2026Q1: 5,081,523 shares 5,081,523 $109M 0.03% -332,244 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: not loaded; 2024Q4: 417,496 shares; 2025Q1: 471,952 shares; 2025Q2: 747,648 shares; 2025Q3: 921,854 shares; 2025Q4: 941,480 shares; 2026Q1: 1,032,466 shares 1,032,466 $108M 0.03% +90,986 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 454,477 shares; 2025Q2: 616,472 shares; 2025Q3: 1,311,860 shares; 2025Q4: 2,304,847 shares; 2026Q1: 3,271,206 shares 3,271,206 $108M 0.03% +966,359 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: not loaded; 2024Q4: 376,265 shares; 2025Q1: 827,178 shares; 2025Q2: 824,707 shares; 2025Q3: 902,979 shares; 2025Q4: 1,335,717 shares; 2026Q1: 2,887,325 shares 2,887,325 $108M 0.03% +1,551,608 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,127,511 shares; 2025Q1: 381,107 shares; 2025Q2: 494,574 shares; 2025Q3: 589,316 shares; 2025Q4: 552,882 shares; 2026Q1: 516,929 shares 516,929 $108M 0.03% -35,953 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,439,058 shares; 2025Q1: 1,459,633 shares; 2025Q2: 1,321,655 shares; 2025Q3: 1,289,537 shares; 2025Q4: 1,263,936 shares; 2026Q1: 1,432,481 shares 1,432,481 $108M 0.03% +168,545 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,662,714 shares; 2025Q1: 2,592,735 shares; 2025Q2: 2,363,710 shares; 2025Q3: 2,256,052 shares; 2025Q4: 2,084,809 shares; 2026Q1: 1,782,456 shares 1,782,456 $108M 0.03% -302,353 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 574,552 shares; 2025Q1: 581,231 shares; 2025Q2: 581,582 shares; 2025Q3: 597,620 shares; 2025Q4: 536,685 shares; 2026Q1: 495,544 shares 495,544 $107M 0.03% -41,141 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 516,250 shares; 2025Q1: 476,724 shares; 2025Q2: 590,874 shares; 2025Q3: 562,669 shares; 2025Q4: 614,616 shares; 2026Q1: 587,238 shares 587,238 $107M 0.03% -27,378 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 299,300 shares; 2025Q1: 283,196 shares; 2025Q2: 577,231 shares; 2025Q3: 568,070 shares; 2025Q4: 521,380 shares; 2026Q1: 360,547 shares 360,547 $107M 0.03% -160,833 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 921,910 shares; 2025Q1: 900,861 shares; 2025Q2: 862,893 shares; 2025Q3: 794,668 shares; 2025Q4: 1,333,662 shares; 2026Q1: 1,412,485 shares 1,412,485 $106M 0.03% +78,823 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 187,399 shares; 2025Q1: 187,196 shares; 2025Q2: 193,523 shares; 2025Q3: 181,875 shares; 2025Q4: 160,933 shares; 2026Q1: 306,572 shares 306,572 $106M 0.03% +145,639 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 395,264 shares; 2025Q1: 378,896 shares; 2025Q2: 411,567 shares; 2025Q3: 385,853 shares; 2025Q4: 401,462 shares; 2026Q1: 439,822 shares 439,822 $105M 0.03% +38,360 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: not loaded; 2024Q4: 744,757 shares; 2025Q1: 1,589,533 shares; 2025Q2: 2,153,628 shares; 2025Q3: 2,212,612 shares; 2025Q4: 3,002,360 shares; 2026Q1: 3,994,716 shares 3,994,716 $105M 0.03% +992,356 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,034,285 shares; 2025Q1: 1,912,233 shares; 2025Q2: 1,486,858 shares; 2025Q3: 1,392,761 shares; 2025Q4: 1,277,204 shares; 2026Q1: 1,407,092 shares 1,407,092 $105M 0.03% +129,888 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 962,982 shares; 2025Q1: 1,017,082 shares; 2025Q2: 1,092,312 shares; 2025Q3: 1,153,916 shares; 2025Q4: 1,258,170 shares; 2026Q1: 2,141,905 shares 2,141,905 $105M 0.03% +883,735 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: not loaded; 2024Q4: 481,695 shares; 2025Q1: 447,276 shares; 2025Q2: 418,990 shares; 2025Q3: 407,918 shares; 2025Q4: 388,111 shares; 2026Q1: 384,112 shares 384,112 $105M 0.03% -3,999 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: not loaded; 2024Q4: 240,938 shares; 2025Q1: 265,594 shares; 2025Q2: 533,439 shares; 2025Q3: 365,526 shares; 2025Q4: 363,148 shares; 2026Q1: 357,029 shares 357,029 $105M 0.03% -6,119 Timeline