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: 4,757,702 shares; 2024Q4: 4,506,659 shares; 2025Q1: 4,352,005 shares; 2025Q2: 3,374,987 shares; 2025Q3: 3,919,359 shares; 2025Q4: 3,793,589 shares; 2026Q1: 3,296,538 shares 3,296,538 $252M 25.37% -497,051 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: 5,699,907 shares; 2024Q4: 5,940,696 shares; 2025Q1: 5,421,407 shares; 2025Q2: 4,136,950 shares; 2025Q3: 4,762,893 shares; 2025Q4: 4,406,021 shares; 2026Q1: 3,938,291 shares 3,938,291 $180M 18.08% -467,730 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 771,407 shares; 2024Q4: 797,898 shares; 2025Q1: 778,212 shares; 2025Q2: 728,410 shares; 2025Q3: 701,695 shares; 2025Q4: 457,390 shares; 2026Q1: 607,509 shares 607,509 $75.8M 7.63% +150,119 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,793,299 shares; 2024Q4: 1,769,660 shares; 2025Q1: 1,695,161 shares; 2025Q2: 1,309,169 shares; 2025Q3: 1,471,982 shares; 2025Q4: 1,018,624 shares; 2026Q1: 990,406 shares 990,406 $46.5M 4.67% -28,218 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 741,753 shares; 2024Q4: 755,727 shares; 2025Q1: 719,077 shares; 2025Q2: 661,677 shares; 2025Q3: 634,969 shares; 2025Q4: 862,586 shares; 2026Q1: 1,104,032 shares 1,104,032 $43M 4.33% +241,446 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,436,307 shares; 2024Q4: 1,047,418 shares; 2025Q1: 1,054,278 shares; 2025Q2: 815,062 shares; 2025Q3: 1,005,482 shares; 2025Q4: 926,488 shares; 2026Q1: 861,902 shares 861,902 $41.6M 4.19% -64,586 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,902,968 shares; 2024Q4: 1,531,970 shares; 2025Q1: 1,444,360 shares; 2025Q2: 1,381,660 shares; 2025Q3: 1,334,916 shares; 2025Q4: 1,355,816 shares; 2026Q1: 1,365,116 shares 1,365,116 $35M 3.52% +9,300 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,548,495 shares; 2024Q4: 1,130,187 shares; 2025Q1: 1,070,342 shares; 2025Q2: 1,014,523 shares; 2025Q3: 1,011,360 shares; 2025Q4: 789,593 shares; 2026Q1: 785,210 shares 785,210 $33.1M 3.33% -4,383 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 811,668 shares 811,668 $31.6M 3.18% new Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 866,015 shares 866,015 $31.4M 3.16% new Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 318,491 shares; 2024Q4: 310,691 shares; 2025Q1: 310,391 shares; 2025Q2: 285,591 shares; 2025Q3: 265,084 shares; 2025Q4: 807,075 shares; 2026Q1: 752,507 shares 752,507 $25.5M 2.56% -54,568 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 264,926 shares; 2026Q1: 263,848 shares 263,848 $24.3M 2.45% -1,078 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 934,719 shares; 2025Q1: 913,856 shares; 2025Q2: 890,856 shares; 2025Q3: 845,414 shares; 2025Q4: 1,124,115 shares; 2026Q1: 451,855 shares 451,855 $20.4M 2.05% -672,260 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,052 shares; 2024Q4: 143,502 shares; 2025Q1: 133,902 shares; 2025Q2: 126,302 shares; 2025Q3: 125,362 shares; 2025Q4: 180,229 shares; 2026Q1: 178,430 shares 178,430 $18.5M 1.86% -1,799 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 294,251 shares 294,251 $17.4M 1.75% new Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 412,569 shares 412,569 $15.7M 1.58% new Timeline IAGG 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 303,984 shares; 2026Q1: 304,802 shares 304,802 $15.3M 1.53% +818 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: 861,256 shares; 2024Q4: 864,924 shares; 2025Q1: 824,724 shares; 2025Q2: 774,924 shares; 2025Q3: 759,999 shares; 2025Q4: 615,253 shares; 2026Q1: 627,733 shares 627,733 $14M 1.41% +12,480 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 reported; 2024Q4: 415,127 shares; 2025Q1: 394,027 shares; 2025Q2: 380,277 shares; 2025Q3: 363,981 shares; 2025Q4: 293,575 shares; 2026Q1: 297,345 shares 297,345 $14M 1.41% +3,770 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 457,457 shares; 2024Q4: 698,529 shares; 2025Q1: 669,925 shares; 2025Q2: 658,593 shares; 2025Q3: 627,405 shares; 2025Q4: 678,141 shares; 2026Q1: 687,642 shares 687,642 $14M 1.41% +9,501 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 233,697 shares; 2026Q1: 238,297 shares 238,297 $11.4M 1.15% +4,600 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198,258 shares; 2024Q4: 192,862 shares; 2025Q1: 182,460 shares; 2025Q2: 175,660 shares; 2025Q3: 172,029 shares; 2025Q4: 172,629 shares; 2026Q1: 174,029 shares 174,029 $8.76M 0.88% +1,400 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209,253 shares; 2024Q4: 205,298 shares; 2025Q1: 191,765 shares; 2025Q2: 180,965 shares; 2025Q3: 180,932 shares; 2025Q4: 348,474 shares; 2026Q1: 355,410 shares 355,410 $8.29M 0.83% +6,936 Timeline XCCC BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 159,172 shares; 2026Q1: 168,172 shares 168,172 $6.12M 0.62% +9,000 Timeline XLRE 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: 460,349 shares; 2024Q4: 489,297 shares; 2025Q1: 464,892 shares; 2025Q2: 461,662 shares; 2025Q3: 463,117 shares; 2025Q4: 573,379 shares; 2026Q1: 133,733 shares 133,733 $5.46M 0.55% -439,646 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 233,259 shares; 2025Q1: 233,132 shares; 2025Q2: 234,132 shares; 2025Q3: 222,280 shares; 2025Q4: 317,163 shares; 2026Q1: 71,692 shares 71,692 $5.1M 0.51% -245,471 Timeline