MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,625,975 shares; 2024Q4: 34,078,610 shares; 2025Q1: 32,832,666 shares; 2025Q2: 33,100,208 shares; 2025Q3: 33,724,405 shares; 2025Q4: 33,149,320 shares 33,149,320 $16B 3.13% -575,085 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,122,609 shares; 2024Q4: 57,915,929 shares; 2025Q1: 57,441,384 shares; 2025Q2: 57,763,731 shares; 2025Q3: 59,985,271 shares; 2025Q4: 58,276,322 shares 58,276,322 $15.8B 3.09% -1,708,949 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,658,617 shares; 2024Q4: 12,980,171 shares; 2025Q1: 13,606,937 shares; 2025Q2: 20,041,967 shares; 2025Q3: 10,307,385 shares; 2025Q4: 21,047,116 shares 21,047,116 $14.4B 2.8% +10,739,731 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,966,218 shares; 2024Q4: 17,852,125 shares; 2025Q1: 17,756,732 shares; 2025Q2: 17,705,487 shares; 2025Q3: 18,747,397 shares; 2025Q4: 18,851,062 shares 18,851,062 $12.9B 2.52% +103,665 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,609,666 shares; 2024Q4: 52,917,990 shares; 2025Q1: 59,817,604 shares; 2025Q2: 57,317,603 shares; 2025Q3: 59,791,557 shares; 2025Q4: 62,948,167 shares 62,948,167 $11.7B 2.29% +3,156,610 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,081,020 shares; 2024Q4: 55,286,810 shares; 2025Q1: 58,591,129 shares; 2025Q2: 59,272,047 shares; 2025Q3: 63,192,828 shares; 2025Q4: 63,910,447 shares 63,910,447 $9.5B 1.85% +717,619 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,608,268 shares; 2024Q4: 18,190,573 shares; 2025Q1: 18,677,995 shares; 2025Q2: 24,448,386 shares; 2025Q3: 28,840,366 shares; 2025Q4: 28,932,442 shares 28,932,442 $9.06B 1.77% +92,076 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,664,234 shares; 2024Q4: 23,940,584 shares; 2025Q1: 24,083,572 shares; 2025Q2: 23,979,255 shares; 2025Q3: 24,593,712 shares; 2025Q4: 23,909,474 shares 23,909,474 $8.28B 1.61% -684,238 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,282,694 shares; 2024Q4: 22,395,761 shares; 2025Q1: 23,962,495 shares; 2025Q2: 24,779,833 shares; 2025Q3: 26,204,917 shares; 2025Q4: 26,968,673 shares 26,968,673 $7.83B 1.53% +763,756 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,483,043 shares; 2024Q4: 24,236,810 shares; 2025Q1: 23,997,430 shares; 2025Q2: 23,648,318 shares; 2025Q3: 23,225,940 shares; 2025Q4: 23,085,900 shares 23,085,900 $7.44B 1.45% -140,040 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,763,766 shares; 2024Q4: 29,791,126 shares; 2025Q1: 30,043,542 shares; 2025Q2: 30,439,048 shares; 2025Q3: 31,741,485 shares; 2025Q4: 32,078,451 shares 32,078,451 $7.4B 1.44% +336,966 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,383,809 shares; 2024Q4: 65,745,847 shares; 2025Q1: 71,646,547 shares; 2025Q2: 71,891,273 shares; 2025Q3: 76,220,414 shares; 2025Q4: 79,118,875 shares 79,118,875 $7.08B 1.38% +2,898,461 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,787,279 shares; 2024Q4: 5,742,942 shares; 2025Q1: 7,543,649 shares; 2025Q2: 7,744,212 shares; 2025Q3: 8,665,322 shares; 2025Q4: 9,357,923 shares 9,357,923 $6.18B 1.2% +692,601 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,828,496 shares; 2024Q4: 53,836,254 shares; 2025Q1: 53,913,190 shares; 2025Q2: 55,722,992 shares; 2025Q3: 63,845,735 shares; 2025Q4: 60,790,726 shares 60,790,726 $6.07B 1.18% -3,055,009 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,273,980 shares; 2024Q4: 18,819,142 shares; 2025Q1: 19,189,051 shares; 2025Q2: 17,740,601 shares; 2025Q3: 17,716,982 shares; 2025Q4: 17,655,302 shares 17,655,302 $5.54B 1.08% -61,680 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,276,708 shares; 2024Q4: 48,341,996 shares; 2025Q1: 50,627,021 shares; 2025Q2: 51,848,442 shares; 2025Q3: 57,488,391 shares; 2025Q4: 76,703,320 shares 76,703,320 $5.16B 1.01% +19,214,929 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,943,549 shares; 2024Q4: 2,956,703 shares; 2025Q1: 2,965,809 shares; 2025Q2: 3,119,317 shares; 2025Q3: 3,223,425 shares; 2025Q4: 4,332,655 shares 4,332,655 $4.66B 0.91% +1,109,230 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,750,770 shares; 2024Q4: 7,332,011 shares; 2025Q1: 10,423,661 shares; 2025Q2: 7,228,185 shares; 2025Q3: 6,856,293 shares; 2025Q4: 7,526,685 shares 7,526,685 $4.62B 0.9% +670,392 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,780,632 shares; 2024Q4: 65,258,786 shares; 2025Q1: 65,303,555 shares; 2025Q2: 62,842,959 shares; 2025Q3: 63,486,145 shares; 2025Q4: 64,314,341 shares 64,314,341 $4.02B 0.78% +828,196 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,268,064 shares; 2024Q4: 34,162,440 shares; 2025Q1: 38,267,484 shares; 2025Q2: 39,188,070 shares; 2025Q3: 40,247,719 shares; 2025Q4: 41,686,088 shares 41,686,088 $4.01B 0.78% +1,438,369 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,594,054 shares; 2024Q4: 5,084,100 shares; 2025Q1: 5,151,276 shares; 2025Q2: 5,677,797 shares; 2025Q3: 5,857,229 shares; 2025Q4: 6,174,290 shares 6,174,290 $3.87B 0.76% +317,061 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,012,566 shares; 2024Q4: 29,664,957 shares; 2025Q1: 29,931,687 shares; 2025Q2: 29,751,625 shares; 2025Q3: 27,845,913 shares; 2025Q4: 28,018,723 shares 28,018,723 $3.71B 0.72% +172,810 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,520,666 shares; 2024Q4: 17,750,820 shares; 2025Q1: 18,050,300 shares; 2025Q2: 17,929,336 shares; 2025Q3: 18,452,674 shares; 2025Q4: 17,845,244 shares 17,845,244 $3.69B 0.72% -607,430 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,747,941 shares; 2024Q4: 51,247,964 shares; 2025Q1: 50,210,591 shares; 2025Q2: 50,077,411 shares; 2025Q3: 52,504,470 shares; 2025Q4: 52,370,849 shares 52,370,849 $3.46B 0.67% -133,621 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,749,305 shares; 2024Q4: 10,999,702 shares; 2025Q1: 11,147,113 shares; 2025Q2: 11,195,015 shares; 2025Q3: 11,566,134 shares; 2025Q4: 22,749,442 shares 22,749,442 $3.28B 0.64% +11,183,308 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,649,678 shares; 2024Q4: 26,437,617 shares; 2025Q1: 26,732,733 shares; 2025Q2: 27,882,469 shares; 2025Q3: 28,287,708 shares; 2025Q4: 28,362,202 shares 28,362,202 $3.16B 0.62% +74,494 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,067,279 shares; 2024Q4: 19,135,053 shares; 2025Q1: 15,225,041 shares; 2025Q2: 15,617,669 shares; 2025Q3: 13,162,753 shares; 2025Q4: 12,130,909 shares 12,130,909 $2.99B 0.58% -1,031,844 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,112,748 shares; 2024Q4: 40,950,490 shares; 2025Q1: 39,288,185 shares; 2025Q2: 38,509,713 shares; 2025Q3: 38,344,455 shares; 2025Q4: 38,513,740 shares 38,513,740 $2.97B 0.58% +169,285 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,002,036 shares; 2024Q4: 7,920,003 shares; 2025Q1: 8,259,383 shares; 2025Q2: 8,185,760 shares; 2025Q3: 8,095,650 shares; 2025Q4: 8,099,872 shares 8,099,872 $2.84B 0.55% +4,222 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,550,639 shares; 2025Q1: 2,569,634 shares; 2025Q2: 2,491,742 shares; 2025Q3: 2,526,735 shares; 2025Q4: 2,500,944 shares 2,500,944 $2.68B 0.52% -25,791 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,004,311 shares; 2024Q4: 18,021,245 shares; 2025Q1: 18,049,843 shares; 2025Q2: 18,116,796 shares; 2025Q3: 18,654,031 shares; 2025Q4: 17,287,635 shares 17,287,635 $2.63B 0.51% -1,366,396 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,273,248 shares; 2024Q4: 3,130,564 shares; 2025Q1: 3,144,134 shares; 2025Q2: 3,114,477 shares; 2025Q3: 3,165,920 shares; 2025Q4: 3,044,010 shares 3,044,010 $2.62B 0.51% -121,910 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,033,174 shares; 2024Q4: 4,992,792 shares; 2025Q1: 5,136,362 shares; 2025Q2: 5,222,912 shares; 2025Q3: 5,096,674 shares; 2025Q4: 5,129,735 shares 5,129,735 $2.58B 0.5% +33,061 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,515,119 shares; 2024Q4: 42,877,082 shares; 2025Q1: 42,712,900 shares; 2025Q2: 42,922,654 shares; 2025Q3: 44,986,245 shares; 2025Q4: 45,987,620 shares 45,987,620 $2.47B 0.48% +1,001,375 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,391,079 shares; 2024Q4: 8,287,691 shares; 2025Q1: 8,125,248 shares; 2025Q2: 8,171,839 shares; 2025Q3: 7,972,339 shares; 2025Q4: 7,903,132 shares 7,903,132 $2.42B 0.47% -69,207 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,687,413 shares; 2024Q4: 10,520,396 shares; 2025Q1: 10,618,174 shares; 2025Q2: 10,672,568 shares; 2025Q3: 10,586,038 shares; 2025Q4: 10,814,160 shares 10,814,160 $2.38B 0.46% +228,122 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,490,180 shares; 2024Q4: 7,134,605 shares; 2025Q1: 7,251,482 shares; 2025Q2: 7,310,959 shares; 2025Q3: 7,157,373 shares; 2025Q4: 7,110,693 shares 7,110,693 $2.33B 0.45% -46,680 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,876,396 shares; 2024Q4: 30,584,020 shares; 2025Q1: 30,410,448 shares; 2025Q2: 27,691,490 shares; 2025Q3: 27,850,384 shares; 2025Q4: 28,978,590 shares 28,978,590 $2.33B 0.45% +1,128,206 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,152,129 shares; 2024Q4: 8,882,636 shares; 2025Q1: 8,861,491 shares; 2025Q2: 8,679,993 shares; 2025Q3: 8,719,326 shares; 2025Q4: 8,537,941 shares 8,537,941 $2.32B 0.45% -181,385 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,115,021 shares; 2024Q4: 4,514,226 shares; 2025Q1: 4,389,615 shares; 2025Q2: 4,309,234 shares; 2025Q3: 4,343,006 shares; 2025Q4: 4,822,176 shares 4,822,176 $2.28B 0.45% +479,170 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,035,274 shares; 2024Q4: 42,531,915 shares; 2025Q1: 42,291,612 shares; 2025Q2: 43,286,451 shares; 2025Q3: 46,615,088 shares; 2025Q4: 47,946,578 shares 47,946,578 $2.23B 0.44% +1,331,490 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,529,816 shares; 2024Q4: 10,478,177 shares; 2025Q1: 10,362,574 shares; 2025Q2: 10,263,070 shares; 2025Q3: 10,169,070 shares; 2025Q4: 8,974,809 shares 8,974,809 $2.16B 0.42% -1,194,261 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,602,154 shares; 2024Q4: 19,785,740 shares; 2025Q1: 22,642,690 shares; 2025Q2: 25,446,566 shares; 2025Q3: 38,005,847 shares; 2025Q4: 39,063,206 shares 39,063,206 $2.14B 0.42% +1,057,359 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,389,277 shares; 2024Q4: 3,337,416 shares; 2025Q1: 4,514,262 shares; 2025Q2: 4,370,149 shares; 2025Q3: 5,421,855 shares; 2025Q4: 4,748,049 shares 4,748,049 $2.14B 0.42% -673,806 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,463,992 shares; 2024Q4: 3,993,557 shares; 2025Q1: 3,922,926 shares; 2025Q2: 4,121,901 shares; 2025Q3: 4,212,700 shares; 2025Q4: 4,323,203 shares 4,323,203 $2.11B 0.41% +110,503 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,173,863 shares; 2024Q4: 9,166,133 shares; 2025Q1: 8,924,658 shares; 2025Q2: 9,042,748 shares; 2025Q3: 9,127,140 shares; 2025Q4: 9,147,766 shares 9,147,766 $2.09B 0.41% +20,626 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,018,049 shares; 2024Q4: 5,811,828 shares; 2025Q1: 6,168,258 shares; 2025Q2: 6,437,091 shares; 2025Q3: 6,769,204 shares; 2025Q4: 6,663,080 shares 6,663,080 $2.05B 0.4% -106,124 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,983,807 shares; 2024Q4: 16,673,221 shares; 2025Q1: 17,190,201 shares; 2025Q2: 17,188,613 shares; 2025Q3: 16,707,340 shares; 2025Q4: 16,285,257 shares 16,285,257 $2.04B 0.4% -422,083 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,949,930 shares; 2024Q4: 5,861,237 shares; 2025Q1: 5,828,666 shares; 2025Q2: 5,840,127 shares; 2025Q3: 5,922,774 shares; 2025Q4: 5,845,819 shares 5,845,819 $2.01B 0.39% -76,955 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,714,308 shares; 2024Q4: 1,712,725 shares; 2025Q1: 1,692,967 shares; 2025Q2: 3,808,279 shares; 2025Q3: 5,005,648 shares; 2025Q4: 5,378,755 shares 5,378,755 $1.99B 0.39% +373,107 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,730,221 shares; 2024Q4: 12,256,214 shares; 2025Q1: 12,254,680 shares; 2025Q2: 15,858,672 shares; 2025Q3: 24,276,825 shares; 2025Q4: 25,526,720 shares 25,526,720 $1.99B 0.39% +1,249,895 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,359,259 shares; 2024Q4: 14,156,744 shares; 2025Q1: 14,148,341 shares; 2025Q2: 14,262,895 shares; 2025Q3: 14,102,837 shares; 2025Q4: 13,818,179 shares 13,818,179 $1.98B 0.39% -284,658 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,735,813 shares; 2024Q4: 5,885,820 shares; 2025Q1: 5,884,806 shares; 2025Q2: 5,677,559 shares; 2025Q3: 5,642,393 shares; 2025Q4: 5,644,791 shares 5,644,791 $1.89B 0.37% +2,398 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,517,622 shares; 2024Q4: 29,792,447 shares; 2025Q1: 31,060,664 shares; 2025Q2: 30,608,736 shares; 2025Q3: 31,685,987 shares; 2025Q4: 33,702,852 shares 33,702,852 $1.85B 0.36% +2,016,865 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,602,815 shares; 2024Q4: 16,602,697 shares; 2025Q1: 15,535,432 shares; 2025Q2: 15,574,920 shares; 2025Q3: 14,940,940 shares; 2025Q4: 15,021,156 shares 15,021,156 $1.85B 0.36% +80,216 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,789,771 shares; 2024Q4: 16,983,653 shares; 2025Q1: 17,761,937 shares; 2025Q2: 18,046,629 shares; 2025Q3: 18,668,812 shares; 2025Q4: 19,074,808 shares 19,074,808 $1.84B 0.36% +405,996 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,153,480 shares; 2024Q4: 16,030,294 shares; 2025Q1: 15,953,749 shares; 2025Q2: 15,624,294 shares; 2025Q3: 15,103,967 shares; 2025Q4: 14,152,872 shares 14,152,872 $1.83B 0.36% -951,095 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,241,689 shares; 2024Q4: 23,618,391 shares; 2025Q1: 24,693,439 shares; 2025Q2: 25,247,145 shares; 2025Q3: 26,117,435 shares; 2025Q4: 24,643,584 shares 24,643,584 $1.83B 0.36% -1,473,851 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,900,512 shares; 2024Q4: 7,709,808 shares; 2025Q1: 7,558,394 shares; 2025Q2: 7,249,709 shares; 2025Q3: 7,137,540 shares; 2025Q4: 7,058,599 shares 7,058,599 $1.82B 0.35% -78,941 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,141,761 shares; 2024Q4: 17,170,579 shares; 2025Q1: 17,131,403 shares; 2025Q2: 16,436,847 shares; 2025Q3: 15,402,744 shares; 2025Q4: 14,958,652 shares 14,958,652 $1.8B 0.35% -444,092 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,670,955 shares; 2024Q4: 2,666,256 shares; 2025Q1: 2,777,346 shares; 2025Q2: 2,783,024 shares; 2025Q3: 2,770,535 shares; 2025Q4: 3,201,089 shares 3,201,089 $1.67B 0.33% +430,554 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,526,070 shares; 2024Q4: 37,109,803 shares; 2025Q1: 38,233,982 shares; 2025Q2: 39,789,440 shares; 2025Q3: 41,786,383 shares; 2025Q4: 43,546,896 shares 43,546,896 $1.63B 0.32% +1,760,513 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,338,695 shares; 2024Q4: 3,807,874 shares; 2025Q1: 3,969,593 shares; 2025Q2: 3,849,109 shares; 2025Q3: 3,889,642 shares; 2025Q4: 3,791,619 shares 3,791,619 $1.62B 0.32% -98,023 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,213,372 shares; 2024Q4: 7,117,464 shares; 2025Q1: 6,978,388 shares; 2025Q2: 6,871,032 shares; 2025Q3: 6,768,520 shares; 2025Q4: 6,544,483 shares 6,544,483 $1.61B 0.31% -224,037 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,980,091 shares; 2024Q4: 9,936,779 shares; 2025Q1: 9,401,740 shares; 2025Q2: 9,415,446 shares; 2025Q3: 9,073,582 shares; 2025Q4: 8,756,591 shares 8,756,591 $1.61B 0.31% -316,991 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,265,796 shares; 2024Q4: 11,503,559 shares; 2025Q1: 11,707,080 shares; 2025Q2: 11,377,219 shares; 2025Q3: 11,399,700 shares; 2025Q4: 11,178,732 shares 11,178,732 $1.6B 0.31% -220,968 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,405,029 shares; 2024Q4: 2,453,245 shares; 2025Q1: 2,563,376 shares; 2025Q2: 2,648,860 shares; 2025Q3: 2,777,812 shares; 2025Q4: 2,772,698 shares 2,772,698 $1.58B 0.31% -5,114 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,276,262 shares; 2024Q4: 7,177,299 shares; 2025Q1: 7,121,200 shares; 2025Q2: 7,528,265 shares; 2025Q3: 7,704,993 shares; 2025Q4: 8,241,454 shares 8,241,454 $1.57B 0.31% +536,461 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,242,963 shares; 2024Q4: 12,733,194 shares; 2025Q1: 13,113,102 shares; 2025Q2: 13,701,975 shares; 2025Q3: 13,000,307 shares; 2025Q4: 12,987,671 shares 12,987,671 $1.56B 0.3% -12,636 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,129,701 shares; 2024Q4: 5,672,249 shares; 2025Q1: 5,816,907 shares; 2025Q2: 5,868,185 shares; 2025Q3: 6,111,140 shares; 2025Q4: 6,047,584 shares 6,047,584 $1.56B 0.3% -63,556 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,991,848 shares; 2024Q4: 4,045,197 shares; 2025Q1: 4,352,149 shares; 2025Q2: 4,143,566 shares; 2025Q3: 4,239,738 shares; 2025Q4: 3,930,890 shares 3,930,890 $1.56B 0.3% -308,848 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,167,100 shares; 2024Q4: 14,943,890 shares; 2025Q1: 14,550,988 shares; 2025Q2: 15,213,703 shares; 2025Q3: 15,573,782 shares; 2025Q4: 16,217,322 shares 16,217,322 $1.56B 0.3% +643,540 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,206,844 shares; 2024Q4: 6,091,831 shares; 2025Q1: 5,959,289 shares; 2025Q2: 5,861,657 shares; 2025Q3: 4,594,145 shares; 2025Q4: 4,556,696 shares 4,556,696 $1.53B 0.3% -37,449 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,269,814 shares; 2024Q4: 19,742,071 shares; 2025Q1: 18,375,185 shares; 2025Q2: 17,929,527 shares; 2025Q3: 19,721,234 shares; 2025Q4: 17,810,548 shares 17,810,548 $1.5B 0.29% -1,910,686 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,508,537 shares; 2024Q4: 6,441,922 shares; 2025Q1: 6,408,563 shares; 2025Q2: 6,425,587 shares; 2025Q3: 5,981,830 shares; 2025Q4: 5,577,786 shares 5,577,786 $1.5B 0.29% -404,044 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 504,800 shares; 2024Q4: 809,845 shares; 2025Q1: 3,056,630 shares; 2025Q2: 3,406,529 shares; 2025Q3: 4,082,831 shares; 2025Q4: 4,158,371 shares 4,158,371 $1.47B 0.29% +75,540 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,934,878 shares; 2024Q4: 5,867,039 shares; 2025Q1: 5,826,044 shares; 2025Q2: 5,780,999 shares; 2025Q3: 4,805,937 shares; 2025Q4: 4,698,153 shares 4,698,153 $1.47B 0.29% -107,784 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,143,369 shares; 2024Q4: 10,978,574 shares; 2025Q1: 10,996,208 shares; 2025Q2: 10,840,275 shares; 2025Q3: 10,706,060 shares; 2025Q4: 10,840,109 shares 10,840,109 $1.44B 0.28% +134,049 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,356,694 shares; 2024Q4: 1,281,682 shares; 2025Q1: 1,360,068 shares; 2025Q2: 1,428,849 shares; 2025Q3: 1,450,352 shares; 2025Q4: 15,332,771 shares 15,332,771 $1.44B 0.28% +13,882,419 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,180,955 shares; 2024Q4: 9,693,531 shares; 2025Q1: 12,334,895 shares; 2025Q2: 12,252,322 shares; 2025Q3: 12,223,800 shares; 2025Q4: 12,018,756 shares 12,018,756 $1.4B 0.27% -205,044 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,522,455 shares; 2024Q4: 4,373,582 shares; 2025Q1: 4,425,645 shares; 2025Q2: 4,623,748 shares; 2025Q3: 4,578,248 shares; 2025Q4: 4,717,735 shares 4,717,735 $1.4B 0.27% +139,487 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,159,858 shares; 2024Q4: 5,114,428 shares; 2025Q1: 5,099,160 shares; 2025Q2: 4,981,795 shares; 2025Q3: 4,955,201 shares; 2025Q4: 4,752,764 shares 4,752,764 $1.4B 0.27% -202,437 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,948,326 shares; 2024Q4: 6,486,094 shares; 2025Q1: 6,269,711 shares; 2025Q2: 6,300,593 shares; 2025Q3: 6,143,986 shares; 2025Q4: 6,264,139 shares 6,264,139 $1.33B 0.26% +120,153 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,931,307 shares; 2024Q4: 121,584,516 shares; 2025Q1: 121,038,807 shares; 2025Q2: 108,087,585 shares; 2025Q3: 100,043,615 shares; 2025Q4: 99,085,204 shares 99,085,204 $1.31B 0.26% -958,411 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,759,459 shares; 2024Q4: 6,449,170 shares; 2025Q1: 5,081,438 shares; 2025Q2: 6,179,934 shares; 2025Q3: 9,024,327 shares; 2025Q4: 6,114,605 shares 6,114,605 $1.31B 0.26% -2,909,722 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,655,866 shares; 2024Q4: 3,732,003 shares; 2025Q1: 5,313,629 shares; 2025Q2: 3,925,933 shares; 2025Q3: 4,036,323 shares; 2025Q4: 4,267,222 shares 4,267,222 $1.3B 0.25% +230,899 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,533,897 shares; 2024Q4: 6,570,717 shares; 2025Q1: 7,175,565 shares; 2025Q2: 6,934,162 shares; 2025Q3: 6,667,447 shares; 2025Q4: 6,624,063 shares 6,624,063 $1.27B 0.25% -43,384 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,343,441 shares; 2024Q4: 1,398,601 shares; 2025Q1: 1,399,111 shares; 2025Q2: 1,361,125 shares; 2025Q3: 1,325,838 shares; 2025Q4: 1,426,259 shares 1,426,259 $1.25B 0.24% +100,421 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,600,718 shares; 2024Q4: 6,284,015 shares; 2025Q1: 4,615,805 shares; 2025Q2: 4,987,282 shares; 2025Q3: 4,900,539 shares; 2025Q4: 5,895,769 shares 5,895,769 $1.24B 0.24% +995,230 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,570,644 shares; 2024Q4: 15,333,836 shares; 2025Q1: 15,008,712 shares; 2025Q2: 14,720,912 shares; 2025Q3: 11,091,727 shares; 2025Q4: 10,820,083 shares 10,820,083 $1.19B 0.23% -271,644 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,106,107 shares; 2024Q4: 2,754,722 shares; 2025Q1: 5,305,164 shares; 2025Q2: 5,295,861 shares; 2025Q3: 8,731,565 shares; 2025Q4: 9,164,302 shares 9,164,302 $1.17B 0.23% +432,737 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,370,375 shares; 2024Q4: 1,514,592 shares; 2025Q1: 1,501,904 shares; 2025Q2: 1,532,384 shares; 2025Q3: 1,525,011 shares; 2025Q4: 1,543,645 shares 1,543,645 $1.16B 0.23% +18,634 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,917,821 shares; 2024Q4: 14,865,788 shares; 2025Q1: 11,899,152 shares; 2025Q2: 11,383,088 shares; 2025Q3: 10,448,560 shares; 2025Q4: 11,048,211 shares 11,048,211 $1.16B 0.23% +599,651 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,831,422 shares; 2024Q4: 1,810,400 shares; 2025Q1: 1,814,120 shares; 2025Q2: 1,903,646 shares; 2025Q3: 1,997,263 shares; 2025Q4: 2,008,129 shares 2,008,129 $1.15B 0.22% +10,866 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,289,196 shares; 2024Q4: 5,612,674 shares; 2025Q1: 5,650,232 shares; 2025Q2: 5,919,378 shares; 2025Q3: 5,817,749 shares; 2025Q4: 5,854,051 shares 5,854,051 $1.14B 0.22% +36,302 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,949,525 shares; 2024Q4: 3,159,383 shares; 2025Q1: 3,357,306 shares; 2025Q2: 4,007,498 shares; 2025Q3: 4,749,155 shares; 2025Q4: 4,275,998 shares 4,275,998 $1.13B 0.22% -473,157 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,104,864 shares; 2024Q4: 12,288,826 shares; 2025Q1: 12,625,051 shares; 2025Q2: 12,679,915 shares; 2025Q3: 12,876,414 shares; 2025Q4: 13,136,955 shares 13,136,955 $1.07B 0.21% +260,541 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,934,948 shares; 2024Q4: 6,799,101 shares; 2025Q1: 6,435,180 shares; 2025Q2: 4,355,994 shares; 2025Q3: 3,497,677 shares; 2025Q4: 3,226,790 shares 3,226,790 $1.07B 0.21% -270,887 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,998,054 shares; 2024Q4: 10,606,146 shares; 2025Q1: 10,067,934 shares; 2025Q2: 9,817,911 shares; 2025Q3: 9,987,480 shares; 2025Q4: 9,936,446 shares 9,936,446 $1.06B 0.21% -51,034 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,384,731 shares; 2024Q4: 4,656,924 shares; 2025Q1: 5,086,563 shares; 2025Q2: 4,792,666 shares; 2025Q3: 5,580,894 shares; 2025Q4: 5,720,868 shares 5,720,868 $1.05B 0.21% +139,974 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,205,382 shares; 2024Q4: 8,120,302 shares; 2025Q1: 9,237,002 shares; 2025Q2: 9,122,355 shares; 2025Q3: 9,039,287 shares; 2025Q4: 8,998,271 shares 8,998,271 $1.04B 0.2% -41,016 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,495,990 shares; 2024Q4: 3,252,468 shares; 2025Q1: 3,310,477 shares; 2025Q2: 3,241,180 shares; 2025Q3: 3,274,387 shares; 2025Q4: 3,229,967 shares 3,229,967 $1.03B 0.2% -44,420 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,729,543 shares; 2024Q4: 6,078,036 shares; 2025Q1: 6,125,926 shares; 2025Q2: 4,851,875 shares; 2025Q3: 5,021,972 shares; 2025Q4: 6,607,181 shares 6,607,181 $1.02B 0.2% +1,585,209 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,015,361 shares; 2024Q4: 5,858,566 shares; 2025Q1: 5,836,233 shares; 2025Q2: 5,675,064 shares; 2025Q3: 5,986,800 shares; 2025Q4: 6,359,820 shares 6,359,820 $985M 0.19% +373,020 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,064,446 shares; 2024Q4: 1,063,893 shares; 2025Q1: 1,037,308 shares; 2025Q2: 1,018,124 shares; 2025Q3: 978,478 shares; 2025Q4: 953,959 shares 953,959 $963M 0.19% -24,519 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,503,747 shares; 2024Q4: 14,555,046 shares; 2025Q1: 15,714,403 shares; 2025Q2: 16,434,182 shares; 2025Q3: 16,977,886 shares; 2025Q4: 16,812,996 shares 16,812,996 $962M 0.19% -164,890 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,907,390 shares; 2024Q4: 20,475,937 shares; 2025Q1: 20,625,428 shares; 2025Q2: 21,122,125 shares; 2025Q3: 21,372,477 shares; 2025Q4: 22,119,644 shares 22,119,644 $950M 0.19% +747,167 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,844,947 shares; 2025Q1: 5,942,426 shares; 2025Q2: 5,809,189 shares; 2025Q3: 5,353,517 shares; 2025Q4: 5,339,688 shares 5,339,688 $914M 0.18% -13,829 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,917,429 shares; 2024Q4: 14,266,374 shares; 2025Q1: 14,233,237 shares; 2025Q2: 14,775,411 shares; 2025Q3: 10,436,369 shares; 2025Q4: 20,261,657 shares 20,261,657 $906M 0.18% +9,825,288 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,104,565 shares; 2024Q4: 4,260,667 shares; 2025Q1: 5,411,488 shares; 2025Q2: 6,210,142 shares; 2025Q3: 6,546,828 shares; 2025Q4: 6,691,085 shares 6,691,085 $904M 0.18% +144,257 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,924,704 shares; 2024Q4: 3,877,422 shares; 2025Q1: 4,047,091 shares; 2025Q2: 4,468,414 shares; 2025Q3: 5,728,789 shares; 2025Q4: 5,084,923 shares 5,084,923 $904M 0.18% -643,866 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,501,339 shares; 2024Q4: 7,930,217 shares; 2025Q1: 8,289,542 shares; 2025Q2: 8,494,352 shares; 2025Q3: 7,245,944 shares; 2025Q4: 7,491,358 shares 7,491,358 $882M 0.17% +245,414 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,922,503 shares; 2024Q4: 7,814,776 shares; 2025Q1: 7,769,055 shares; 2025Q2: 8,062,945 shares; 2025Q3: 8,235,951 shares; 2025Q4: 8,287,021 shares 8,287,021 $874M 0.17% +51,070 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 630,082 shares; 2024Q4: 585,019 shares; 2025Q1: 658,934 shares; 2025Q2: 750,822 shares; 2025Q3: 890,612 shares; 2025Q4: 798,313 shares 798,313 $854M 0.17% -92,299 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,291,836 shares; 2024Q4: 5,892,204 shares; 2025Q1: 8,086,405 shares; 2025Q2: 10,200,795 shares; 2025Q3: 10,907,365 shares; 2025Q4: 10,441,383 shares 10,441,383 $853M 0.17% -465,982 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,308,963 shares; 2024Q4: 9,154,276 shares; 2025Q1: 8,739,736 shares; 2025Q2: 9,153,498 shares; 2025Q3: 9,611,774 shares; 2025Q4: 10,181,977 shares 10,181,977 $853M 0.17% +570,203 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,058,597 shares; 2024Q4: 4,021,216 shares; 2025Q1: 4,055,207 shares; 2025Q2: 3,667,729 shares; 2025Q3: 3,737,126 shares; 2025Q4: 3,736,449 shares 3,736,449 $821M 0.16% -677 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,249,196 shares; 2024Q4: 5,349,439 shares; 2025Q1: 5,399,105 shares; 2025Q2: 5,209,058 shares; 2025Q3: 4,302,513 shares; 2025Q4: 4,118,693 shares 4,118,693 $818M 0.16% -183,820 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,192,468 shares; 2024Q4: 6,814,812 shares; 2025Q1: 6,533,028 shares; 2025Q2: 6,453,188 shares; 2025Q3: 6,452,014 shares; 2025Q4: 6,649,175 shares 6,649,175 $816M 0.16% +197,161 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,304,876 shares; 2024Q4: 1,370,369 shares; 2025Q1: 1,288,023 shares; 2025Q2: 1,261,666 shares; 2025Q3: 1,256,091 shares; 2025Q4: 1,343,298 shares 1,343,298 $810M 0.16% +87,207 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,528,045 shares; 2024Q4: 1,442,460 shares; 2025Q1: 1,456,782 shares; 2025Q2: 1,387,656 shares; 2025Q3: 1,348,891 shares; 2025Q4: 1,396,833 shares 1,396,833 $809M 0.16% +47,942 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,494,639 shares; 2024Q4: 3,549,638 shares; 2025Q1: 3,861,092 shares; 2025Q2: 3,530,148 shares; 2025Q3: 3,707,284 shares; 2025Q4: 3,724,391 shares 3,724,391 $809M 0.16% +17,107 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,868,327 shares; 2024Q4: 4,764,646 shares; 2025Q1: 4,874,922 shares; 2025Q2: 5,193,172 shares; 2025Q3: 5,126,600 shares; 2025Q4: 5,180,963 shares 5,180,963 $796M 0.16% +54,363 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,215,421 shares; 2024Q4: 2,286,898 shares; 2025Q1: 2,240,129 shares; 2025Q2: 2,293,744 shares; 2025Q3: 2,287,022 shares; 2025Q4: 2,256,146 shares 2,256,146 $793M 0.15% -30,876 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,564,266 shares; 2024Q4: 5,013,329 shares; 2025Q1: 5,128,800 shares; 2025Q2: 5,082,019 shares; 2025Q3: 5,301,756 shares; 2025Q4: 5,506,257 shares 5,506,257 $790M 0.15% +204,501 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,722,694 shares; 2024Q4: 10,404,248 shares; 2025Q1: 11,847,341 shares; 2025Q2: 10,437,389 shares; 2025Q3: 10,536,153 shares; 2025Q4: 11,240,991 shares 11,240,991 $786M 0.15% +704,838 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,680,772 shares; 2024Q4: 9,008,501 shares; 2025Q1: 9,523,531 shares; 2025Q2: 9,858,738 shares; 2025Q3: 10,199,657 shares; 2025Q4: 11,276,215 shares 11,276,215 $783M 0.15% +1,076,558 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 890,405 shares; 2024Q4: 896,675 shares; 2025Q1: 940,930 shares; 2025Q2: 837,222 shares; 2025Q3: 875,981 shares; 2025Q4: 880,256 shares 880,256 $774M 0.15% +4,275 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,278,613 shares; 2024Q4: 5,083,079 shares; 2025Q1: 5,146,412 shares; 2025Q2: 5,313,275 shares; 2025Q3: 5,154,856 shares; 2025Q4: 5,016,727 shares 5,016,727 $773M 0.15% -138,129 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,177,021 shares; 2024Q4: 1,134,565 shares; 2025Q1: 1,146,243 shares; 2025Q2: 1,173,507 shares; 2025Q3: 1,347,934 shares; 2025Q4: 1,165,125 shares 1,165,125 $772M 0.15% -182,809 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,657,395 shares; 2024Q4: 3,663,137 shares; 2025Q1: 4,072,423 shares; 2025Q2: 3,818,325 shares; 2025Q3: 3,150,408 shares; 2025Q4: 3,257,407 shares 3,257,407 $754M 0.15% +106,999 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,345,532 shares; 2024Q4: 4,380,763 shares; 2025Q1: 4,130,284 shares; 2025Q2: 4,107,018 shares; 2025Q3: 3,764,681 shares; 2025Q4: 4,225,369 shares 4,225,369 $750M 0.15% +460,688 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,575,455 shares; 2024Q4: 9,379,731 shares; 2025Q1: 9,337,161 shares; 2025Q2: 8,972,130 shares; 2025Q3: 8,812,159 shares; 2025Q4: 6,489,937 shares 6,489,937 $728M 0.14% -2,322,222 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000,551 shares; 2024Q4: 5,212,818 shares; 2025Q1: 5,091,554 shares; 2025Q2: 5,168,799 shares; 2025Q3: 5,229,200 shares; 2025Q4: 5,299,199 shares 5,299,199 $726M 0.14% +69,999 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,288,603 shares; 2024Q4: 1,277,807 shares; 2025Q1: 1,308,599 shares; 2025Q2: 1,454,701 shares; 2025Q3: 1,446,021 shares; 2025Q4: 1,533,973 shares 1,533,973 $719M 0.14% +87,952 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,307,004 shares; 2024Q4: 3,223,910 shares; 2025Q1: 3,341,271 shares; 2025Q2: 3,318,480 shares; 2025Q3: 3,336,295 shares; 2025Q4: 3,428,060 shares 3,428,060 $716M 0.14% +91,765 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,106,253 shares; 2024Q4: 8,966,425 shares; 2025Q1: 10,310,238 shares; 2025Q2: 11,517,846 shares; 2025Q3: 13,581,815 shares; 2025Q4: 16,311,223 shares 16,311,223 $712M 0.14% +2,729,408 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,539,424 shares; 2024Q4: 1,462,036 shares; 2025Q1: 2,016,192 shares; 2025Q2: 3,105,948 shares; 2025Q3: 3,974,549 shares; 2025Q4: 2,453,546 shares 2,453,546 $700M 0.14% -1,521,003 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 434,409 shares 434,409 $689M 0.13% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,349,897 shares; 2024Q4: 11,048,399 shares; 2025Q1: 10,972,890 shares; 2025Q2: 10,949,661 shares; 2025Q3: 11,647,943 shares; 2025Q4: 12,467,799 shares 12,467,799 $682M 0.13% +819,856 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,990,712 shares; 2024Q4: 3,807,084 shares; 2025Q1: 3,992,875 shares; 2025Q2: 4,049,000 shares; 2025Q3: 3,817,395 shares; 2025Q4: 3,926,368 shares 3,926,368 $681M 0.13% +108,973 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,886,750 shares; 2024Q4: 12,088,367 shares; 2025Q1: 11,645,028 shares; 2025Q2: 11,763,538 shares; 2025Q3: 12,995,155 shares; 2025Q4: 13,488,012 shares 13,488,012 $678M 0.13% +492,857 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,013,179 shares; 2024Q4: 6,732,171 shares; 2025Q1: 6,892,104 shares; 2025Q2: 6,867,077 shares; 2025Q3: 6,932,879 shares; 2025Q4: 7,039,367 shares 7,039,367 $676M 0.13% +106,488 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,044,821 shares; 2024Q4: 1,121,616 shares; 2025Q1: 1,302,199 shares; 2025Q2: 4,351,023 shares; 2025Q3: 5,128,107 shares; 2025Q4: 7,913,715 shares 7,913,715 $676M 0.13% +2,785,608 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,069,314 shares; 2024Q4: 1,361,777 shares; 2025Q1: 1,354,849 shares; 2025Q2: 1,366,383 shares; 2025Q3: 1,393,811 shares; 2025Q4: 1,388,261 shares 1,388,261 $667M 0.13% -5,550 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,822,379 shares; 2024Q4: 2,961,705 shares; 2025Q1: 2,961,844 shares; 2025Q2: 2,686,357 shares; 2025Q3: 2,670,958 shares; 2025Q4: 5,549,541 shares 5,549,541 $663M 0.13% +2,878,583 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 785,921 shares; 2024Q4: 768,508 shares; 2025Q1: 826,394 shares; 2025Q2: 854,373 shares; 2025Q3: 904,139 shares; 2025Q4: 4,308,985 shares 4,308,985 $660M 0.13% +3,404,846 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,323,449 shares; 2024Q4: 4,195,774 shares; 2025Q1: 4,474,965 shares; 2025Q2: 4,437,213 shares; 2025Q3: 4,810,530 shares; 2025Q4: 3,849,456 shares 3,849,456 $658M 0.13% -961,074 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,867,375 shares; 2024Q4: 2,025,321 shares; 2025Q1: 1,917,096 shares; 2025Q2: 2,089,623 shares; 2025Q3: 8,696,007 shares; 2025Q4: 8,924,696 shares 8,924,696 $657M 0.13% +228,689 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,824 shares; 2024Q4: 293,992 shares; 2025Q1: 529,529 shares; 2025Q2: 892,099 shares; 2025Q3: 957,428 shares; 2025Q4: 972,258 shares 972,258 $655M 0.13% +14,830 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,661,884 shares; 2024Q4: 6,111,140 shares; 2025Q1: 6,802,995 shares; 2025Q2: 6,581,403 shares; 2025Q3: 6,705,391 shares; 2025Q4: 6,985,142 shares 6,985,142 $638M 0.12% +279,751 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,278,866 shares; 2024Q4: 5,245,650 shares; 2025Q1: 5,247,484 shares; 2025Q2: 5,164,229 shares; 2025Q3: 5,313,246 shares; 2025Q4: 5,474,836 shares 5,474,836 $623M 0.12% +161,590 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 908,199 shares; 2024Q4: 956,603 shares; 2025Q1: 1,148,692 shares; 2025Q2: 1,124,566 shares; 2025Q3: 1,964,133 shares; 2025Q4: 1,917,193 shares 1,917,193 $621M 0.12% -46,940 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,273,433 shares; 2024Q4: 5,932,698 shares; 2025Q1: 6,343,383 shares; 2025Q2: 6,077,104 shares; 2025Q3: 5,901,128 shares; 2025Q4: 4,789,605 shares 4,789,605 $603M 0.12% -1,111,523 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,465,169 shares; 2024Q4: 1,511,222 shares; 2025Q1: 1,540,231 shares; 2025Q2: 1,606,643 shares; 2025Q3: 1,598,499 shares; 2025Q4: 1,611,305 shares 1,611,305 $602M 0.12% +12,806 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,506,156 shares; 2024Q4: 1,955,497 shares; 2025Q1: 1,437,055 shares; 2025Q2: 1,455,349 shares; 2025Q3: 1,316,649 shares; 2025Q4: 1,240,943 shares 1,240,943 $600M 0.12% -75,706 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,658,198 shares; 2024Q4: 14,120,225 shares; 2025Q1: 13,708,582 shares; 2025Q2: 14,754,622 shares; 2025Q3: 15,139,031 shares; 2025Q4: 14,735,459 shares 14,735,459 $600M 0.12% -403,572 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,605,008 shares; 2024Q4: 3,329,465 shares; 2025Q1: 3,463,820 shares; 2025Q2: 3,477,278 shares; 2025Q3: 3,646,948 shares; 2025Q4: 3,704,365 shares 3,704,365 $594M 0.12% +57,417 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,109,878 shares; 2024Q4: 1,014,101 shares; 2025Q1: 1,023,280 shares; 2025Q2: 1,060,480 shares; 2025Q3: 964,784 shares; 2025Q4: 1,035,739 shares 1,035,739 $587M 0.11% +70,955 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 467,386 shares; 2024Q4: 517,163 shares; 2025Q1: 572,568 shares; 2025Q2: 643,744 shares; 2025Q3: 805,221 shares; 2025Q4: 893,769 shares 893,769 $584M 0.11% +88,548 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,756,570 shares; 2024Q4: 6,444,174 shares; 2025Q1: 6,282,338 shares; 2025Q2: 6,129,386 shares; 2025Q3: 6,057,639 shares; 2025Q4: 5,936,569 shares 5,936,569 $575M 0.11% -121,070 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,466,139 shares; 2024Q4: 3,360,249 shares; 2025Q1: 3,336,966 shares; 2025Q2: 3,324,572 shares; 2025Q3: 3,314,609 shares; 2025Q4: 2,889,892 shares 2,889,892 $564M 0.11% -424,717 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,827,353 shares; 2024Q4: 4,069,223 shares; 2025Q1: 3,789,786 shares; 2025Q2: 3,800,341 shares; 2025Q3: 3,751,715 shares; 2025Q4: 3,917,401 shares 3,917,401 $553M 0.11% +165,686 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,395,337 shares; 2024Q4: 6,763,699 shares; 2025Q1: 7,836,553 shares; 2025Q2: 8,240,751 shares; 2025Q3: 9,843,315 shares; 2025Q4: 12,423,660 shares 12,423,660 $552M 0.11% +2,580,345 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,713,385 shares; 2024Q4: 3,850,840 shares; 2025Q1: 3,838,638 shares; 2025Q2: 4,571,376 shares; 2025Q3: 5,502,299 shares; 2025Q4: 4,949,956 shares 4,949,956 $545M 0.11% -552,343 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,729,098 shares; 2024Q4: 2,722,932 shares; 2025Q1: 2,879,644 shares; 2025Q2: 3,316,117 shares; 2025Q3: 3,412,417 shares; 2025Q4: 3,385,404 shares 3,385,404 $545M 0.11% -27,013 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,033,399 shares; 2024Q4: 2,900,376 shares; 2025Q1: 5,913,736 shares; 2025Q2: 6,722,729 shares; 2025Q3: 6,891,288 shares; 2025Q4: 6,866,463 shares 6,866,463 $545M 0.11% -24,825 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,393,920 shares; 2025Q1: 4,064,350 shares; 2025Q2: 4,065,620 shares; 2025Q3: 4,303,400 shares; 2025Q4: 4,152,122 shares 4,152,122 $544M 0.11% -151,278 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,644,531 shares; 2024Q4: 2,678,868 shares; 2025Q1: 2,968,521 shares; 2025Q2: 6,241,530 shares; 2025Q3: 5,625,057 shares; 2025Q4: 12,732,033 shares 12,732,033 $544M 0.11% +7,106,976 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,178,744 shares; 2024Q4: 10,137,241 shares; 2025Q1: 10,360,559 shares; 2025Q2: 10,052,677 shares; 2025Q3: 10,276,502 shares; 2025Q4: 10,013,495 shares 10,013,495 $539M 0.11% -263,007 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,692,195 shares; 2024Q4: 3,875,784 shares; 2025Q1: 3,656,919 shares; 2025Q2: 3,762,283 shares; 2025Q3: 3,738,297 shares; 2025Q4: 3,807,955 shares 3,807,955 $537M 0.1% +69,658 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,171,004 shares; 2024Q4: 4,449,296 shares; 2025Q1: 4,742,008 shares; 2025Q2: 4,924,687 shares; 2025Q3: 5,222,014 shares; 2025Q4: 5,445,353 shares 5,445,353 $529M 0.1% +223,339 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,507,855 shares; 2024Q4: 3,206,867 shares; 2025Q1: 3,155,309 shares; 2025Q2: 3,133,867 shares; 2025Q3: 3,162,458 shares; 2025Q4: 3,011,496 shares 3,011,496 $529M 0.1% -150,962 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,628,155 shares; 2024Q4: 7,483,225 shares; 2025Q1: 7,268,458 shares; 2025Q2: 7,269,919 shares; 2025Q3: 7,777,623 shares; 2025Q4: 8,654,489 shares 8,654,489 $519M 0.1% +876,866 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,308,718 shares; 2024Q4: 3,695,628 shares; 2025Q1: 4,671,734 shares; 2025Q2: 4,140,652 shares; 2025Q3: 3,984,486 shares; 2025Q4: 4,229,899 shares 4,229,899 $515M 0.1% +245,413 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,570,783 shares; 2024Q4: 3,495,772 shares; 2025Q1: 2,971,685 shares; 2025Q2: 3,219,054 shares; 2025Q3: 3,972,074 shares; 2025Q4: 5,914,477 shares 5,914,477 $507M 0.1% +1,942,403 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,121,471 shares; 2024Q4: 6,009,322 shares; 2025Q1: 5,913,182 shares; 2025Q2: 5,843,635 shares; 2025Q3: 6,341,590 shares; 2025Q4: 6,313,608 shares 6,313,608 $503M 0.1% -27,982 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,621,867 shares; 2024Q4: 36,948,435 shares; 2025Q1: 37,728,298 shares; 2025Q2: 37,326,643 shares; 2025Q3: 29,287,065 shares; 2025Q4: 21,527,040 shares 21,527,040 $500M 0.1% -7,760,025 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,329,482 shares; 2024Q4: 2,150,726 shares; 2025Q1: 2,005,286 shares; 2025Q2: 2,071,292 shares; 2025Q3: 2,050,472 shares; 2025Q4: 2,138,199 shares 2,138,199 $489M 0.1% +87,727 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,266,230 shares; 2024Q4: 6,198,943 shares; 2025Q1: 6,162,355 shares; 2025Q2: 6,304,551 shares; 2025Q3: 6,384,819 shares; 2025Q4: 7,050,627 shares 7,050,627 $489M 0.1% +665,808 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,015,007 shares; 2024Q4: 5,999,515 shares; 2025Q1: 4,195,563 shares; 2025Q2: 5,092,295 shares; 2025Q3: 4,337,179 shares; 2025Q4: 4,412,329 shares 4,412,329 $486M 0.09% +75,150 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,905,264 shares; 2024Q4: 7,130,097 shares; 2025Q1: 7,450,835 shares; 2025Q2: 8,104,149 shares; 2025Q3: 9,373,932 shares; 2025Q4: 9,606,957 shares 9,606,957 $486M 0.09% +233,025 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,891,979 shares; 2024Q4: 15,367,542 shares; 2025Q1: 18,477,712 shares; 2025Q2: 25,317,919 shares; 2025Q3: 24,183,975 shares; 2025Q4: 24,810,889 shares 24,810,889 $485M 0.09% +626,914 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,444,482 shares; 2024Q4: 4,325,811 shares; 2025Q1: 4,344,893 shares; 2025Q2: 4,500,857 shares; 2025Q3: 4,323,708 shares; 2025Q4: 4,163,660 shares 4,163,660 $480M 0.09% -160,048 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,887,203 shares; 2024Q4: 2,247,147 shares; 2025Q1: 2,458,300 shares; 2025Q2: 2,579,152 shares; 2025Q3: 2,639,034 shares; 2025Q4: 2,704,404 shares 2,704,404 $480M 0.09% +65,370 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,559,597 shares; 2024Q4: 12,732,120 shares; 2025Q1: 13,235,883 shares; 2025Q2: 11,972,064 shares; 2025Q3: 12,525,540 shares; 2025Q4: 12,439,403 shares 12,439,403 $477M 0.09% -86,137 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,197,435 shares; 2024Q4: 5,695,705 shares; 2025Q1: 6,798,780 shares; 2025Q2: 7,569,893 shares; 2025Q3: 7,811,438 shares; 2025Q4: 8,195,365 shares 8,195,365 $476M 0.09% +383,927 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,137,196 shares; 2024Q4: 5,538,494 shares; 2025Q1: 5,228,679 shares; 2025Q2: 4,915,109 shares; 2025Q3: 6,958,308 shares; 2025Q4: 6,018,430 shares 6,018,430 $474M 0.09% -939,878 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,452,470 shares; 2024Q4: 1,402,481 shares; 2025Q1: 1,500,705 shares; 2025Q2: 1,636,512 shares; 2025Q3: 1,377,238 shares; 2025Q4: 1,379,935 shares 1,379,935 $466M 0.09% +2,697 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,960,519 shares; 2024Q4: 22,234,471 shares; 2025Q1: 22,618,037 shares; 2025Q2: 19,099,278 shares; 2025Q3: 19,472,649 shares; 2025Q4: 18,698,636 shares 18,698,636 $466M 0.09% -774,013 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,527,235 shares; 2024Q4: 3,577,174 shares; 2025Q1: 3,720,519 shares; 2025Q2: 3,695,938 shares; 2025Q3: 3,639,809 shares; 2025Q4: 3,526,174 shares 3,526,174 $464M 0.09% -113,635 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,028,909 shares; 2024Q4: 4,606,392 shares; 2025Q1: 7,113,521 shares; 2025Q2: 4,458,191 shares; 2025Q3: 4,892,173 shares; 2025Q4: 5,682,790 shares 5,682,790 $458M 0.09% +790,617 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,966,930 shares; 2024Q4: 1,723,094 shares; 2025Q1: 1,969,297 shares; 2025Q2: 1,919,582 shares; 2025Q3: 1,769,763 shares; 2025Q4: 1,777,498 shares 1,777,498 $457M 0.09% +7,735 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,237,256 shares; 2024Q4: 1,406,384 shares; 2025Q1: 1,475,451 shares; 2025Q2: 1,520,623 shares; 2025Q3: 1,535,427 shares; 2025Q4: 1,450,314 shares 1,450,314 $457M 0.09% -85,113 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 809,202 shares; 2024Q4: 780,468 shares; 2025Q1: 769,204 shares; 2025Q2: 850,285 shares; 2025Q3: 867,967 shares; 2025Q4: 978,318 shares 978,318 $455M 0.09% +110,351 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,239,321 shares; 2024Q4: 3,466,282 shares; 2025Q1: 3,589,842 shares; 2025Q2: 3,563,950 shares; 2025Q3: 2,668,112 shares; 2025Q4: 2,444,666 shares 2,444,666 $454M 0.09% -223,446 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,301,781 shares; 2024Q4: 3,528,819 shares; 2025Q1: 3,547,004 shares; 2025Q2: 4,111,810 shares; 2025Q3: 4,351,663 shares; 2025Q4: 4,515,474 shares 4,515,474 $453M 0.09% +163,811 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,407,874 shares; 2024Q4: 4,284,437 shares; 2025Q1: 4,764,489 shares; 2025Q2: 5,087,998 shares; 2025Q3: 4,923,092 shares; 2025Q4: 4,304,867 shares 4,304,867 $452M 0.09% -618,225 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,278,987 shares; 2024Q4: 1,374,808 shares; 2025Q1: 1,425,957 shares; 2025Q2: 1,492,450 shares; 2025Q3: 1,575,042 shares; 2025Q4: 1,615,293 shares 1,615,293 $451M 0.09% +40,251 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,928,514 shares; 2024Q4: 2,877,432 shares; 2025Q1: 2,901,564 shares; 2025Q2: 2,792,160 shares; 2025Q3: 3,256,614 shares; 2025Q4: 2,760,849 shares 2,760,849 $447M 0.09% -495,765 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,787,199 shares; 2024Q4: 3,599,379 shares; 2025Q1: 3,574,387 shares; 2025Q2: 3,594,984 shares; 2025Q3: 3,648,295 shares; 2025Q4: 3,760,399 shares 3,760,399 $441M 0.09% +112,104 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,471,960 shares; 2024Q4: 2,061,263 shares; 2025Q1: 2,233,115 shares; 2025Q2: 1,304,296 shares; 2025Q3: 4,838,660 shares; 2025Q4: 5,675,729 shares 5,675,729 $437M 0.09% +837,069 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,007,257 shares; 2024Q4: 2,196,261 shares; 2025Q1: 2,181,070 shares; 2025Q2: 2,926,242 shares; 2025Q3: 2,780,143 shares; 2025Q4: 3,566,265 shares 3,566,265 $435M 0.08% +786,122 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,423,416 shares; 2024Q4: 5,483,336 shares; 2025Q1: 5,074,843 shares; 2025Q2: 5,025,224 shares; 2025Q3: 5,168,670 shares; 2025Q4: 5,213,941 shares 5,213,941 $432M 0.08% +45,271 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,978,581 shares; 2024Q4: 1,875,750 shares; 2025Q1: 1,833,176 shares; 2025Q2: 1,831,085 shares; 2025Q3: 1,808,243 shares; 2025Q4: 1,747,049 shares 1,747,049 $432M 0.08% -61,194 Timeline KMDA KAMADA LTD More: the full row for KAMADA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 629,884 shares; 2024Q4: 630,688 shares; 2025Q1: 608,590 shares; 2025Q2: 610,466 shares; 2025Q3: 606,300 shares; 2025Q4: 603,622 shares 603,622 $428M 0.08% -2,678 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,728,908 shares; 2024Q4: 1,610,088 shares; 2025Q1: 1,808,085 shares; 2025Q2: 1,760,575 shares; 2025Q3: 1,703,445 shares; 2025Q4: 1,625,741 shares 1,625,741 $427M 0.08% -77,704 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,994,827 shares; 2024Q4: 7,057,114 shares; 2025Q1: 7,013,812 shares; 2025Q2: 7,171,795 shares; 2025Q3: 8,164,127 shares; 2025Q4: 9,007,305 shares 9,007,305 $424M 0.08% +843,178 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,188,268 shares; 2024Q4: 15,500,498 shares; 2025Q1: 15,597,088 shares; 2025Q2: 14,911,015 shares; 2025Q3: 14,511,269 shares; 2025Q4: 17,054,813 shares 17,054,813 $424M 0.08% +2,543,544 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,405,445 shares; 2024Q4: 12,058,287 shares; 2025Q1: 11,431,870 shares; 2025Q2: 8,894,879 shares; 2025Q3: 7,641,263 shares; 2025Q4: 7,016,494 shares 7,016,494 $422M 0.08% -624,769 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,950,049 shares; 2024Q4: 4,784,483 shares; 2025Q1: 4,901,158 shares; 2025Q2: 5,916,048 shares; 2025Q3: 6,331,444 shares; 2025Q4: 6,551,295 shares 6,551,295 $422M 0.08% +219,851 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,706,298 shares; 2024Q4: 6,652,155 shares; 2025Q1: 6,507,834 shares; 2025Q2: 6,407,509 shares; 2025Q3: 6,341,305 shares; 2025Q4: 6,211,533 shares 6,211,533 $416M 0.08% -129,772 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,828 shares; 2024Q4: 258,456 shares; 2025Q1: 270,948 shares; 2025Q2: 296,274 shares; 2025Q3: 330,051 shares; 2025Q4: 340,640 shares 340,640 $414M 0.08% +10,589 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,705,503 shares; 2024Q4: 3,557,289 shares; 2025Q1: 3,602,036 shares; 2025Q2: 3,960,003 shares; 2025Q3: 4,601,284 shares; 2025Q4: 5,164,547 shares 5,164,547 $401M 0.08% +563,263 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,800,732 shares; 2024Q4: 1,728,832 shares; 2025Q1: 1,762,610 shares; 2025Q2: 1,859,219 shares; 2025Q3: 1,769,555 shares; 2025Q4: 1,747,550 shares 1,747,550 $398M 0.08% -22,005 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,108,378 shares; 2024Q4: 3,191,809 shares; 2025Q1: 3,558,558 shares; 2025Q2: 3,708,088 shares; 2025Q3: 4,159,235 shares; 2025Q4: 4,137,028 shares 4,137,028 $394M 0.08% -22,207 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,162,430 shares; 2024Q4: 5,918,398 shares; 2025Q1: 6,223,615 shares; 2025Q2: 5,933,313 shares; 2025Q3: 5,680,387 shares; 2025Q4: 5,624,209 shares 5,624,209 $393M 0.08% -56,178 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,149,850 shares; 2024Q4: 2,121,125 shares; 2025Q1: 2,066,395 shares; 2025Q2: 2,058,384 shares; 2025Q3: 2,012,927 shares; 2025Q4: 1,992,659 shares 1,992,659 $389M 0.08% -20,268 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,180,519 shares; 2024Q4: 4,484,924 shares; 2025Q1: 4,483,874 shares; 2025Q2: 4,168,015 shares; 2025Q3: 4,589,426 shares; 2025Q4: 4,455,020 shares 4,455,020 $388M 0.08% -134,406 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,242,640 shares; 2024Q4: 9,005,724 shares; 2025Q1: 8,223,411 shares; 2025Q2: 8,861,343 shares; 2025Q3: 10,097,393 shares; 2025Q4: 10,088,091 shares 10,088,091 $387M 0.08% -9,302 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,906,944 shares; 2024Q4: 5,134,577 shares; 2025Q1: 5,916,853 shares; 2025Q2: 6,599,595 shares; 2025Q3: 7,417,801 shares; 2025Q4: 7,774,354 shares 7,774,354 $386M 0.08% +356,553 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,194,165 shares; 2024Q4: 8,838,006 shares; 2025Q1: 8,586,875 shares; 2025Q2: 4,410,011 shares; 2025Q3: 4,107,506 shares; 2025Q4: 3,860,583 shares 3,860,583 $377M 0.07% -246,923 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,071,955 shares; 2024Q4: 5,981,437 shares; 2025Q1: 7,491,960 shares; 2025Q2: 7,827,270 shares; 2025Q3: 8,132,013 shares; 2025Q4: 7,457,715 shares 7,457,715 $377M 0.07% -674,298 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,577,020 shares; 2024Q4: 1,763,836 shares; 2025Q1: 2,154,227 shares; 2025Q2: 2,390,955 shares; 2025Q3: 2,311,753 shares; 2025Q4: 2,314,831 shares 2,314,831 $375M 0.07% +3,078 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,427,292 shares; 2024Q4: 4,654,494 shares; 2025Q1: 4,537,086 shares; 2025Q2: 4,350,706 shares; 2025Q3: 4,322,269 shares; 2025Q4: 4,205,539 shares 4,205,539 $372M 0.07% -116,730 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,264,169 shares; 2024Q4: 6,438,244 shares; 2025Q1: 6,844,296 shares; 2025Q2: 7,234,322 shares; 2025Q3: 6,194,231 shares; 2025Q4: 6,083,997 shares 6,083,997 $366M 0.07% -110,234 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,564,741 shares 5,564,741 $364M 0.07% new Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,607,845 shares; 2024Q4: 1,781,230 shares; 2025Q1: 1,798,046 shares; 2025Q2: 1,809,616 shares; 2025Q3: 1,776,642 shares; 2025Q4: 1,710,386 shares 1,710,386 $362M 0.07% -66,256 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,113,731 shares; 2024Q4: 3,167,576 shares; 2025Q1: 3,614,560 shares; 2025Q2: 4,296,767 shares; 2025Q3: 4,822,576 shares; 2025Q4: 4,799,228 shares 4,799,228 $360M 0.07% -23,348 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,728,245 shares; 2024Q4: 15,803,712 shares; 2025Q1: 15,613,225 shares; 2025Q2: 13,617,946 shares; 2025Q3: 12,785,402 shares; 2025Q4: 13,040,477 shares 13,040,477 $358M 0.07% +255,075 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423,510 shares; 2024Q4: 392,728 shares; 2025Q1: 430,323 shares; 2025Q2: 459,937 shares; 2025Q3: 432,730 shares; 2025Q4: 436,883 shares 436,883 $358M 0.07% +4,153 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,556,657 shares; 2024Q4: 2,264,203 shares; 2025Q1: 2,201,923 shares; 2025Q2: 2,270,948 shares; 2025Q3: 2,257,735 shares; 2025Q4: 2,216,943 shares 2,216,943 $355M 0.07% -40,792 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,041,286 shares; 2024Q4: 892,228 shares; 2025Q1: 1,015,892 shares; 2025Q2: 1,308,458 shares; 2025Q3: 1,361,967 shares; 2025Q4: 1,455,818 shares 1,455,818 $353M 0.07% +93,851 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 767,959 shares; 2025Q4: 14,161,864 shares 14,161,864 $351M 0.07% +13,393,905 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,867,547 shares; 2024Q4: 4,534,182 shares; 2025Q1: 7,034,197 shares; 2025Q2: 8,497,930 shares; 2025Q3: 3,470,957 shares; 2025Q4: 3,525,185 shares 3,525,185 $351M 0.07% +54,228 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,687,160 shares; 2024Q4: 3,683,136 shares; 2025Q1: 3,997,628 shares; 2025Q2: 3,837,981 shares; 2025Q3: 3,950,227 shares; 2025Q4: 4,010,506 shares 4,010,506 $350M 0.07% +60,279 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,445,759 shares; 2024Q4: 1,411,855 shares; 2025Q1: 1,386,900 shares; 2025Q2: 1,373,162 shares; 2025Q3: 1,333,863 shares; 2025Q4: 1,192,872 shares 1,192,872 $346M 0.07% -140,991 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,293,177 shares; 2024Q4: 2,223,202 shares; 2025Q1: 2,573,564 shares; 2025Q2: 2,224,471 shares; 2025Q3: 2,110,928 shares; 2025Q4: 2,681,132 shares 2,681,132 $342M 0.07% +570,204 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,303,459 shares; 2024Q4: 10,414,720 shares; 2025Q1: 12,010,667 shares; 2025Q2: 11,646,088 shares; 2025Q3: 13,035,824 shares; 2025Q4: 14,897,308 shares 14,897,308 $337M 0.07% +1,861,484 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,962 shares; 2024Q4: 239,640 shares; 2025Q1: 244,062 shares; 2025Q2: 3,697,302 shares; 2025Q3: 3,681,486 shares; 2025Q4: 3,694,558 shares 3,694,558 $337M 0.07% +13,072 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,303,208 shares; 2024Q4: 3,040,140 shares; 2025Q1: 3,697,792 shares; 2025Q2: 3,861,331 shares; 2025Q3: 4,291,023 shares; 2025Q4: 4,708,419 shares 4,708,419 $336M 0.07% +417,396 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 830,220 shares; 2024Q4: 689,652 shares; 2025Q1: 706,169 shares; 2025Q2: 702,052 shares; 2025Q3: 717,326 shares; 2025Q4: 741,813 shares 741,813 $336M 0.07% +24,487 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,724 shares; 2024Q4: 75,672 shares; 2025Q1: 358,611 shares; 2025Q2: 707,606 shares; 2025Q3: 795,879 shares; 2025Q4: 788,695 shares 788,695 $333M 0.06% -7,184 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,276,022 shares; 2024Q4: 6,299,345 shares; 2025Q1: 7,061,697 shares; 2025Q2: 7,270,130 shares; 2025Q3: 7,194,331 shares; 2025Q4: 7,047,351 shares 7,047,351 $331M 0.06% -146,980 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,775,484 shares; 2024Q4: 3,696,978 shares; 2025Q1: 3,823,522 shares; 2025Q2: 3,658,502 shares; 2025Q3: 3,473,696 shares; 2025Q4: 3,509,626 shares 3,509,626 $330M 0.06% +35,930 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,902,584 shares; 2024Q4: 6,593,675 shares; 2025Q1: 6,104,546 shares; 2025Q2: 5,874,081 shares; 2025Q3: 6,009,460 shares; 2025Q4: 6,156,321 shares 6,156,321 $329M 0.06% +146,861 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,343,842 shares; 2024Q4: 1,283,309 shares; 2025Q1: 1,283,341 shares; 2025Q2: 1,226,511 shares; 2025Q3: 1,365,937 shares; 2025Q4: 934,899 shares 934,899 $327M 0.06% -431,038 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 3,298 shares; 2025Q1: 560,568 shares; 2025Q2: 2,627,890 shares; 2025Q3: 6,888,063 shares; 2025Q4: 6,579,262 shares 6,579,262 $327M 0.06% -308,801 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,413,540 shares; 2024Q4: 13,060,325 shares; 2025Q1: 13,639,415 shares; 2025Q2: 6,249,528 shares; 2025Q3: 5,693,612 shares; 2025Q4: 5,107,722 shares 5,107,722 $325M 0.06% -585,890 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,925,201 shares; 2024Q4: 2,729,821 shares; 2025Q1: 2,774,274 shares; 2025Q2: 3,019,099 shares; 2025Q3: 3,028,313 shares; 2025Q4: 3,242,794 shares 3,242,794 $324M 0.06% +214,481 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,822,499 shares; 2024Q4: 2,001,437 shares; 2025Q1: 3,311,968 shares; 2025Q2: 3,105,250 shares; 2025Q3: 3,215,768 shares; 2025Q4: 3,345,995 shares 3,345,995 $322M 0.06% +130,227 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,346,732 shares; 2024Q4: 6,704,219 shares; 2025Q1: 6,848,167 shares; 2025Q2: 5,345,693 shares; 2025Q3: 5,540,648 shares; 2025Q4: 5,939,203 shares 5,939,203 $320M 0.06% +398,555 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,997,217 shares; 2024Q4: 2,097,125 shares; 2025Q1: 2,128,843 shares; 2025Q2: 2,487,009 shares; 2025Q3: 2,974,157 shares; 2025Q4: 2,944,495 shares 2,944,495 $314M 0.06% -29,662 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,855,985 shares; 2024Q4: 7,679,908 shares; 2025Q1: 7,673,031 shares; 2025Q2: 7,663,196 shares; 2025Q3: 3,762,021 shares; 2025Q4: 3,967,411 shares 3,967,411 $314M 0.06% +205,390 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 609,536 shares; 2024Q4: 701,241 shares; 2025Q1: 627,821 shares; 2025Q2: 673,738 shares; 2025Q3: 735,067 shares; 2025Q4: 912,326 shares 912,326 $313M 0.06% +177,259 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,107,555 shares; 2024Q4: 4,958,769 shares; 2025Q1: 5,255,618 shares; 2025Q2: 5,363,877 shares; 2025Q3: 5,448,976 shares; 2025Q4: 5,535,425 shares 5,535,425 $312M 0.06% +86,449 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,066,574 shares; 2024Q4: 1,305,665 shares; 2025Q1: 1,189,283 shares; 2025Q2: 1,201,735 shares; 2025Q3: 1,108,521 shares; 2025Q4: 1,075,994 shares 1,075,994 $311M 0.06% -32,527 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,246,252 shares; 2024Q4: 1,423,744 shares; 2025Q1: 1,484,829 shares; 2025Q2: 1,578,554 shares; 2025Q3: 1,597,824 shares; 2025Q4: 1,551,709 shares 1,551,709 $310M 0.06% -46,115 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,147,193 shares; 2024Q4: 36,314,334 shares; 2025Q1: 18,126,662 shares; 2025Q2: 16,807,857 shares; 2025Q3: 15,237,235 shares; 2025Q4: 10,363,940 shares 10,363,940 $310M 0.06% -4,873,295 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,793,215 shares; 2024Q4: 2,691,910 shares; 2025Q1: 2,784,530 shares; 2025Q2: 2,740,430 shares; 2025Q3: 2,574,004 shares; 2025Q4: 2,511,158 shares 2,511,158 $309M 0.06% -62,846 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 934,829 shares; 2024Q4: 792,058 shares; 2025Q1: 840,401 shares; 2025Q2: 699,131 shares; 2025Q3: 707,637 shares; 2025Q4: 747,855 shares 747,855 $309M 0.06% +40,218 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,262,956 shares; 2024Q4: 2,247,884 shares; 2025Q1: 2,297,171 shares; 2025Q2: 2,266,357 shares; 2025Q3: 2,161,541 shares; 2025Q4: 2,062,052 shares 2,062,052 $307M 0.06% -99,489 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,459,594 shares; 2024Q4: 1,419,406 shares; 2025Q1: 1,772,330 shares; 2025Q2: 1,836,447 shares; 2025Q3: 1,805,294 shares; 2025Q4: 1,769,093 shares 1,769,093 $307M 0.06% -36,201 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 619,602 shares; 2024Q4: 634,561 shares; 2025Q1: 618,245 shares; 2025Q2: 745,205 shares; 2025Q3: 813,723 shares; 2025Q4: 849,685 shares 849,685 $306M 0.06% +35,962 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,314,706 shares; 2024Q4: 1,685,102 shares; 2025Q1: 1,470,371 shares; 2025Q2: 1,182,637 shares; 2025Q3: 1,080,948 shares; 2025Q4: 1,063,927 shares 1,063,927 $306M 0.06% -17,021 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,656,580 shares 4,656,580 $305M 0.06% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,737 shares; 2024Q4: 75,017 shares; 2025Q1: 66,184 shares; 2025Q2: 60,508 shares; 2025Q3: 58,258 shares; 2025Q4: 56,349 shares 56,349 $302M 0.06% -1,909 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348,419 shares; 2024Q4: 324,626 shares; 2025Q1: 337,797 shares; 2025Q2: 333,962 shares; 2025Q3: 475,818 shares; 2025Q4: 587,494 shares 587,494 $300M 0.06% +111,676 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,458 shares; 2024Q4: 3,068,505 shares; 2025Q1: 3,144,298 shares; 2025Q2: 3,084,133 shares; 2025Q3: 3,042,079 shares; 2025Q4: 2,975,767 shares 2,975,767 $297M 0.06% -66,312 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,040,965 shares; 2024Q4: 10,254,183 shares; 2025Q1: 10,610,468 shares; 2025Q2: 9,022,801 shares; 2025Q3: 9,302,982 shares; 2025Q4: 9,491,298 shares 9,491,298 $294M 0.06% +188,316 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,068,769 shares; 2024Q4: 3,982,923 shares; 2025Q1: 4,150,096 shares; 2025Q2: 4,202,263 shares; 2025Q3: 4,547,669 shares; 2025Q4: 5,075,631 shares 5,075,631 $293M 0.06% +527,962 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 602,576 shares; 2024Q4: 1,593,504 shares; 2025Q1: 1,297,463 shares; 2025Q2: 1,435,320 shares; 2025Q3: 1,406,032 shares; 2025Q4: 1,330,340 shares 1,330,340 $292M 0.06% -75,692 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,876,248 shares; 2024Q4: 3,895,026 shares; 2025Q1: 3,898,525 shares; 2025Q2: 3,911,179 shares; 2025Q3: 3,927,876 shares; 2025Q4: 3,926,081 shares 3,926,081 $292M 0.06% -1,795 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,739,364 shares; 2024Q4: 13,744,821 shares; 2025Q1: 15,019,148 shares; 2025Q2: 14,645,247 shares; 2025Q3: 15,305,808 shares; 2025Q4: 15,930,706 shares 15,930,706 $290M 0.06% +624,898 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 951,403 shares; 2024Q4: 751,370 shares; 2025Q1: 698,539 shares; 2025Q2: 874,262 shares; 2025Q3: 842,102 shares; 2025Q4: 963,663 shares 963,663 $290M 0.06% +121,561 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,768,038 shares; 2024Q4: 2,103,521 shares; 2025Q1: 2,033,060 shares; 2025Q2: 2,094,565 shares; 2025Q3: 2,037,033 shares; 2025Q4: 2,076,605 shares 2,076,605 $289M 0.06% +39,572 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,217,758 shares; 2024Q4: 5,998,642 shares; 2025Q1: 5,991,027 shares; 2025Q2: 6,035,795 shares; 2025Q3: 5,893,698 shares; 2025Q4: 5,725,657 shares 5,725,657 $286M 0.06% -168,041 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,378,762 shares; 2024Q4: 3,210,694 shares; 2025Q1: 3,129,077 shares; 2025Q2: 3,228,506 shares; 2025Q3: 3,274,671 shares; 2025Q4: 3,102,852 shares 3,102,852 $285M 0.06% -171,819 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,561,811 shares; 2024Q4: 2,716,815 shares; 2025Q1: 3,334,294 shares; 2025Q2: 3,131,859 shares; 2025Q3: 3,326,011 shares; 2025Q4: 3,510,130 shares 3,510,130 $282M 0.05% +184,119 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,358,930 shares; 2024Q4: 3,768,392 shares; 2025Q1: 3,258,260 shares; 2025Q2: 3,773,311 shares; 2025Q3: 3,110,163 shares; 2025Q4: 3,003,489 shares 3,003,489 $281M 0.05% -106,674 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,929,676 shares; 2024Q4: 12,294,235 shares; 2025Q1: 9,960,232 shares; 2025Q2: 10,139,634 shares; 2025Q3: 9,650,646 shares; 2025Q4: 10,203,553 shares 10,203,553 $280M 0.05% +552,907 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,765,226 shares; 2024Q4: 2,869,705 shares; 2025Q1: 4,107,672 shares; 2025Q2: 4,066,136 shares; 2025Q3: 3,905,144 shares; 2025Q4: 3,990,309 shares 3,990,309 $280M 0.05% +85,165 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 733,328 shares; 2024Q4: 766,472 shares; 2025Q1: 1,464,514 shares; 2025Q2: 1,511,923 shares; 2025Q3: 2,411,434 shares; 2025Q4: 1,900,503 shares 1,900,503 $279M 0.05% -510,931 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,721,133 shares; 2024Q4: 4,853,287 shares; 2025Q1: 5,084,447 shares; 2025Q2: 5,180,190 shares; 2025Q3: 5,434,394 shares; 2025Q4: 5,522,020 shares 5,522,020 $276M 0.05% +87,626 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,335,557 shares; 2024Q4: 1,321,697 shares; 2025Q1: 1,604,196 shares; 2025Q2: 1,902,033 shares; 2025Q3: 1,987,695 shares; 2025Q4: 2,018,848 shares 2,018,848 $275M 0.05% +31,153 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 720,109 shares; 2024Q4: 827,272 shares; 2025Q1: 839,283 shares; 2025Q2: 892,761 shares; 2025Q3: 1,122,387 shares; 2025Q4: 1,270,586 shares 1,270,586 $273M 0.05% +148,199 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,977,250 shares; 2024Q4: 6,662,012 shares; 2025Q1: 6,262,572 shares; 2025Q2: 6,108,478 shares; 2025Q3: 5,907,423 shares; 2025Q4: 5,918,550 shares 5,918,550 $273M 0.05% +11,127 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 733,672 shares; 2024Q4: 855,442 shares; 2025Q1: 883,973 shares; 2025Q2: 866,190 shares; 2025Q3: 872,642 shares; 2025Q4: 897,144 shares 897,144 $271M 0.05% +24,502 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,322,170 shares; 2024Q4: 6,122,082 shares; 2025Q1: 5,999,442 shares; 2025Q2: 6,052,588 shares; 2025Q3: 5,915,084 shares; 2025Q4: 5,983,471 shares 5,983,471 $271M 0.05% +68,387 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,555,305 shares; 2024Q4: 1,466,304 shares; 2025Q1: 1,635,815 shares; 2025Q2: 1,697,633 shares; 2025Q3: 1,433,423 shares; 2025Q4: 1,426,941 shares 1,426,941 $268M 0.05% -6,482 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,541,265 shares; 2024Q4: 3,482,742 shares; 2025Q1: 3,250,391 shares; 2025Q2: 3,084,278 shares; 2025Q3: 3,063,626 shares; 2025Q4: 2,896,284 shares 2,896,284 $268M 0.05% -167,342 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 916,228 shares; 2024Q4: 862,604 shares; 2025Q1: 844,127 shares; 2025Q2: 904,755 shares; 2025Q3: 803,526 shares; 2025Q4: 978,854 shares 978,854 $267M 0.05% +175,328 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,874,100 shares; 2024Q4: 1,567,661 shares; 2025Q1: 1,807,998 shares; 2025Q2: 2,433,391 shares; 2025Q3: 3,874,202 shares; 2025Q4: 3,128,267 shares 3,128,267 $266M 0.05% -745,935 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,468,044 shares; 2024Q4: 3,961,015 shares; 2025Q1: 4,422,691 shares; 2025Q2: 4,496,263 shares; 2025Q3: 4,428,226 shares; 2025Q4: 4,931,609 shares 4,931,609 $266M 0.05% +503,383 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,239,419 shares; 2024Q4: 8,657,159 shares; 2025Q1: 11,520,789 shares; 2025Q2: 11,544,322 shares; 2025Q3: 11,310,165 shares; 2025Q4: 11,194,429 shares 11,194,429 $265M 0.05% -115,736 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,238,505 shares; 2024Q4: 1,348,114 shares; 2025Q1: 1,402,377 shares; 2025Q2: 1,465,679 shares; 2025Q3: 1,171,758 shares; 2025Q4: 1,159,328 shares 1,159,328 $264M 0.05% -12,430 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,047,878 shares; 2024Q4: 6,313,439 shares; 2025Q1: 6,312,848 shares; 2025Q2: 5,219,670 shares; 2025Q3: 5,688,979 shares; 2025Q4: 5,930,860 shares 5,930,860 $263M 0.05% +241,881 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,492,251 shares; 2024Q4: 8,598,807 shares; 2025Q1: 8,295,282 shares; 2025Q2: 7,981,446 shares; 2025Q3: 7,292,559 shares; 2025Q4: 7,206,789 shares 7,206,789 $261M 0.05% -85,770 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 480,744 shares; 2024Q4: 833,069 shares; 2025Q1: 1,427,422 shares; 2025Q2: 2,202,389 shares; 2025Q3: 3,496,032 shares; 2025Q4: 4,935,783 shares 4,935,783 $260M 0.05% +1,439,751 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,596,575 shares; 2024Q4: 2,568,385 shares; 2025Q1: 2,545,914 shares; 2025Q2: 2,580,987 shares; 2025Q3: 2,543,679 shares; 2025Q4: 2,716,665 shares 2,716,665 $259M 0.05% +172,986 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,353,272 shares; 2024Q4: 1,336,759 shares; 2025Q1: 1,388,797 shares; 2025Q2: 1,371,269 shares; 2025Q3: 1,348,588 shares; 2025Q4: 1,415,221 shares 1,415,221 $258M 0.05% +66,633 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,983,847 shares; 2024Q4: 1,897,571 shares; 2025Q1: 1,895,961 shares; 2025Q2: 1,863,268 shares; 2025Q3: 1,829,844 shares; 2025Q4: 1,842,043 shares 1,842,043 $254M 0.05% +12,199 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,267,766 shares; 2024Q4: 1,928,903 shares; 2025Q1: 1,723,254 shares; 2025Q2: 1,731,991 shares; 2025Q3: 1,689,145 shares; 2025Q4: 1,779,085 shares 1,779,085 $252M 0.05% +89,940 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 725,654 shares; 2024Q4: 829,236 shares; 2025Q1: 775,965 shares; 2025Q2: 747,241 shares; 2025Q3: 730,115 shares; 2025Q4: 777,074 shares 777,074 $251M 0.05% +46,959 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,771 shares; 2024Q4: 837,655 shares; 2025Q1: 1,378,981 shares; 2025Q2: 2,679,741 shares; 2025Q3: 3,358,919 shares; 2025Q4: 4,123,512 shares 4,123,512 $251M 0.05% +764,593 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,593,910 shares; 2024Q4: 1,846,345 shares; 2025Q1: 2,076,682 shares; 2025Q2: 2,104,668 shares; 2025Q3: 2,039,591 shares; 2025Q4: 2,095,506 shares 2,095,506 $250M 0.05% +55,915 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,041,164 shares; 2024Q4: 1,957,390 shares; 2025Q1: 1,973,571 shares; 2025Q2: 2,078,002 shares; 2025Q3: 2,167,219 shares; 2025Q4: 2,472,279 shares 2,472,279 $249M 0.05% +305,060 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,101,990 shares; 2024Q4: 2,096,442 shares; 2025Q1: 1,917,740 shares; 2025Q2: 2,363,938 shares; 2025Q3: 2,506,971 shares; 2025Q4: 2,663,613 shares 2,663,613 $248M 0.05% +156,642 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,021,004 shares; 2024Q4: 1,062,535 shares; 2025Q1: 1,035,454 shares; 2025Q2: 984,681 shares; 2025Q3: 950,679 shares; 2025Q4: 911,713 shares 911,713 $245M 0.05% -38,966 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 567,628 shares; 2024Q4: 963,469 shares; 2025Q1: 3,251,340 shares; 2025Q2: 4,667,811 shares; 2025Q3: 5,305,120 shares; 2025Q4: 6,226,521 shares 6,226,521 $245M 0.05% +921,401 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,454,376 shares; 2024Q4: 1,408,907 shares; 2025Q1: 1,424,481 shares; 2025Q2: 1,487,267 shares; 2025Q3: 1,436,281 shares; 2025Q4: 1,252,270 shares 1,252,270 $243M 0.05% -184,011 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,210,595 shares; 2024Q4: 1,198,106 shares; 2025Q1: 1,191,627 shares; 2025Q2: 1,225,155 shares; 2025Q3: 1,167,311 shares; 2025Q4: 1,087,438 shares 1,087,438 $243M 0.05% -79,873 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,366,526 shares; 2024Q4: 1,582,629 shares; 2025Q1: 1,661,360 shares; 2025Q2: 1,685,150 shares; 2025Q3: 1,784,138 shares; 2025Q4: 1,811,174 shares 1,811,174 $242M 0.05% +27,036 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 843,824 shares; 2024Q4: 846,782 shares; 2025Q1: 808,428 shares; 2025Q2: 827,701 shares; 2025Q3: 808,777 shares; 2025Q4: 829,628 shares 829,628 $241M 0.05% +20,851 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,275,269 shares; 2024Q4: 3,235,045 shares; 2025Q1: 3,251,650 shares; 2025Q2: 3,143,994 shares; 2025Q3: 3,204,876 shares; 2025Q4: 3,009,060 shares 3,009,060 $240M 0.05% -195,816 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,636,315 shares; 2024Q4: 2,714,039 shares; 2025Q1: 2,576,697 shares; 2025Q2: 2,406,645 shares; 2025Q3: 2,322,064 shares; 2025Q4: 2,292,420 shares 2,292,420 $237M 0.05% -29,644 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,180,225 shares; 2024Q4: 3,303,636 shares; 2025Q1: 3,523,129 shares; 2025Q2: 3,560,730 shares; 2025Q3: 3,519,070 shares; 2025Q4: 3,625,434 shares 3,625,434 $237M 0.05% +106,364 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345,099 shares; 2024Q4: 373,796 shares; 2025Q1: 405,446 shares; 2025Q2: 522,717 shares; 2025Q3: 454,436 shares; 2025Q4: 413,498 shares 413,498 $236M 0.05% -40,938 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,066,671 shares; 2024Q4: 1,042,404 shares; 2025Q1: 1,043,797 shares; 2025Q2: 1,271,511 shares; 2025Q3: 1,120,820 shares; 2025Q4: 1,264,878 shares 1,264,878 $235M 0.05% +144,058 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,143,911 shares; 2024Q4: 2,305,109 shares; 2025Q1: 2,446,695 shares; 2025Q2: 2,520,997 shares; 2025Q3: 2,375,265 shares; 2025Q4: 2,670,208 shares 2,670,208 $234M 0.05% +294,943 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,565 shares; 2024Q4: 264,720 shares; 2025Q1: 256,296 shares; 2025Q2: 261,707 shares; 2025Q3: 286,036 shares; 2025Q4: 287,645 shares 287,645 $233M 0.05% +1,609 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,138,630 shares; 2024Q4: 4,094,834 shares; 2025Q1: 4,107,820 shares; 2025Q2: 3,933,177 shares; 2025Q3: 3,687,066 shares; 2025Q4: 3,689,147 shares 3,689,147 $232M 0.05% +2,081 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 892,017 shares; 2024Q4: 954,123 shares; 2025Q1: 943,441 shares; 2025Q2: 913,953 shares; 2025Q3: 815,722 shares; 2025Q4: 802,401 shares 802,401 $231M 0.05% -13,321 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,243,025 shares; 2024Q4: 2,514,188 shares; 2025Q1: 2,546,403 shares; 2025Q2: 2,613,868 shares; 2025Q3: 2,730,300 shares; 2025Q4: 3,009,514 shares 3,009,514 $227M 0.04% +279,214 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,982,155 shares; 2024Q4: 6,715,706 shares; 2025Q1: 6,483,027 shares; 2025Q2: 5,928,350 shares; 2025Q3: 5,417,938 shares; 2025Q4: 5,111,917 shares 5,111,917 $227M 0.04% -306,021 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,262,021 shares; 2024Q4: 1,813,616 shares; 2025Q1: 1,478,882 shares; 2025Q2: 1,434,348 shares; 2025Q3: 2,609,198 shares; 2025Q4: 3,497,323 shares 3,497,323 $227M 0.04% +888,125 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,257,592 shares; 2024Q4: 1,167,219 shares; 2025Q1: 1,132,157 shares; 2025Q2: 1,207,121 shares; 2025Q3: 1,275,449 shares; 2025Q4: 1,349,049 shares 1,349,049 $226M 0.04% +73,600 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,085,457 shares; 2024Q4: 3,425,397 shares; 2025Q1: 3,269,317 shares; 2025Q2: 3,563,783 shares; 2025Q3: 3,759,673 shares; 2025Q4: 3,812,317 shares 3,812,317 $226M 0.04% +52,644 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348,474 shares; 2024Q4: 316,869 shares; 2025Q1: 502,007 shares; 2025Q2: 614,411 shares; 2025Q3: 627,987 shares; 2025Q4: 584,460 shares 584,460 $224M 0.04% -43,527 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,542,478 shares; 2024Q4: 4,463,580 shares; 2025Q1: 3,915,319 shares; 2025Q2: 3,954,925 shares; 2025Q3: 4,438,285 shares; 2025Q4: 4,533,036 shares 4,533,036 $223M 0.04% +94,751 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 622,578 shares; 2024Q4: 548,385 shares; 2025Q1: 588,045 shares; 2025Q2: 670,746 shares; 2025Q3: 691,998 shares; 2025Q4: 708,823 shares 708,823 $222M 0.04% +16,825 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 755,394 shares; 2024Q4: 3,168,558 shares; 2025Q1: 3,598,429 shares; 2025Q2: 3,842,162 shares; 2025Q3: 4,401,983 shares; 2025Q4: 6,783,933 shares 6,783,933 $221M 0.04% +2,381,950 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,195,696 shares; 2024Q4: 3,198,592 shares; 2025Q1: 3,097,806 shares; 2025Q2: 3,770,766 shares; 2025Q3: 3,777,381 shares; 2025Q4: 3,756,657 shares 3,756,657 $221M 0.04% -20,724 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,595,720 shares; 2025Q1: 2,500,268 shares; 2025Q2: 2,452,006 shares; 2025Q3: 3,064,402 shares; 2025Q4: 4,279,738 shares 4,279,738 $220M 0.04% +1,215,336 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 606,889 shares; 2024Q4: 590,034 shares; 2025Q1: 597,698 shares; 2025Q2: 588,663 shares; 2025Q3: 590,430 shares; 2025Q4: 560,319 shares 560,319 $218M 0.04% -30,111 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,986,737 shares; 2024Q4: 1,289,026 shares; 2025Q1: 1,462,941 shares; 2025Q2: 3,309,025 shares; 2025Q3: 3,591,337 shares; 2025Q4: 3,847,891 shares 3,847,891 $218M 0.04% +256,554 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,875,100 shares; 2024Q4: 5,549,354 shares; 2025Q1: 5,449,457 shares; 2025Q2: 2,924,215 shares; 2025Q3: 2,308,604 shares; 2025Q4: 2,166,630 shares 2,166,630 $215M 0.04% -141,974 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,125,585 shares; 2024Q4: 2,646,258 shares; 2025Q1: 2,945,656 shares; 2025Q2: 3,137,696 shares; 2025Q3: 3,976,974 shares; 2025Q4: 5,278,226 shares 5,278,226 $212M 0.04% +1,301,252 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 574,580 shares; 2024Q4: 669,693 shares; 2025Q1: 704,551 shares; 2025Q2: 868,884 shares; 2025Q3: 865,845 shares; 2025Q4: 844,667 shares 844,667 $211M 0.04% -21,178 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,603,978 shares; 2024Q4: 11,662,581 shares; 2025Q1: 11,262,453 shares; 2025Q2: 11,540,668 shares; 2025Q3: 11,820,899 shares; 2025Q4: 12,749,768 shares 12,749,768 $210M 0.04% +928,869 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,112,470 shares; 2024Q4: 1,232,105 shares; 2025Q1: 1,607,950 shares; 2025Q2: 1,481,843 shares; 2025Q3: 1,573,224 shares; 2025Q4: 1,668,309 shares 1,668,309 $210M 0.04% +95,085 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,360,714 shares; 2024Q4: 4,399,582 shares; 2025Q1: 4,541,872 shares; 2025Q2: 4,538,104 shares; 2025Q3: 4,638,054 shares; 2025Q4: 4,388,899 shares 4,388,899 $210M 0.04% -249,155 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,680,506 shares; 2024Q4: 2,624,978 shares; 2025Q1: 2,197,653 shares; 2025Q2: 2,501,713 shares; 2025Q3: 2,708,572 shares; 2025Q4: 3,482,985 shares 3,482,985 $209M 0.04% +774,413 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: 906,153 shares; 2025Q1: 1,325,951 shares; 2025Q2: 1,380,641 shares; 2025Q3: 1,761,511 shares; 2025Q4: 2,089,134 shares 2,089,134 $205M 0.04% +327,623 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,477,837 shares; 2024Q4: 1,704,284 shares; 2025Q1: 1,417,814 shares; 2025Q2: 1,246,337 shares; 2025Q3: 1,129,894 shares; 2025Q4: 1,001,568 shares 1,001,568 $203M 0.04% -128,326 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,068,854 shares; 2024Q4: 3,673,115 shares; 2025Q1: 3,792,813 shares; 2025Q2: 4,171,623 shares; 2025Q3: 4,106,363 shares; 2025Q4: 3,992,049 shares 3,992,049 $203M 0.04% -114,314 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,994,650 shares; 2024Q4: 3,190,669 shares; 2025Q1: 3,775,533 shares; 2025Q2: 3,710,825 shares; 2025Q3: 4,414,541 shares; 2025Q4: 5,847,836 shares 5,847,836 $203M 0.04% +1,433,295 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,656,252 shares; 2024Q4: 1,616,746 shares; 2025Q1: 1,806,290 shares; 2025Q2: 2,095,791 shares; 2025Q3: 2,083,030 shares; 2025Q4: 2,018,945 shares 2,018,945 $202M 0.04% -64,085 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,002,950 shares; 2024Q4: 947,826 shares; 2025Q1: 869,768 shares; 2025Q2: 3,427,977 shares; 2025Q3: 3,259,238 shares; 2025Q4: 3,130,123 shares 3,130,123 $201M 0.04% -129,115 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340,859 shares; 2024Q4: 464,517 shares; 2025Q1: 361,190 shares; 2025Q2: 679,015 shares; 2025Q3: 718,537 shares; 2025Q4: 719,984 shares 719,984 $199M 0.04% +1,447 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,044,539 shares; 2024Q4: 2,107,134 shares; 2025Q1: 1,948,126 shares; 2025Q2: 1,853,783 shares; 2025Q3: 1,736,994 shares; 2025Q4: 1,901,775 shares 1,901,775 $198M 0.04% +164,781 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,837,375 shares; 2024Q4: 9,033,853 shares; 2025Q1: 5,300,826 shares; 2025Q2: 4,881,996 shares; 2025Q3: 5,187,322 shares; 2025Q4: 5,352,558 shares 5,352,558 $198M 0.04% +165,236 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,758,544 shares; 2024Q4: 1,826,293 shares; 2025Q1: 1,771,755 shares; 2025Q2: 1,921,748 shares; 2025Q3: 2,072,344 shares; 2025Q4: 2,192,049 shares 2,192,049 $197M 0.04% +119,705 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,741,732 shares; 2024Q4: 4,819,168 shares; 2025Q1: 4,197,494 shares; 2025Q2: 4,019,321 shares; 2025Q3: 4,288,330 shares; 2025Q4: 4,093,329 shares 4,093,329 $196M 0.04% -195,001 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,036,971 shares; 2024Q4: 1,110,168 shares; 2025Q1: 1,106,100 shares; 2025Q2: 1,113,261 shares; 2025Q3: 1,081,133 shares; 2025Q4: 1,159,832 shares 1,159,832 $195M 0.04% +78,699 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,446 shares; 2024Q4: 169,169 shares; 2025Q1: 178,818 shares; 2025Q2: 183,723 shares; 2025Q3: 187,897 shares; 2025Q4: 146,043 shares 146,043 $194M 0.04% -41,854 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,401,546 shares; 2024Q4: 2,698,881 shares; 2025Q1: 3,745,312 shares; 2025Q2: 4,096,067 shares; 2025Q3: 3,860,980 shares; 2025Q4: 3,861,555 shares 3,861,555 $194M 0.04% +575 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,536 shares; 2024Q4: 106,885 shares; 2025Q1: 104,437 shares; 2025Q2: 80,680 shares; 2025Q3: 90,651 shares; 2025Q4: 96,029 shares 96,029 $193M 0.04% +5,378 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,810,164 shares; 2024Q4: 4,005,766 shares; 2025Q1: 3,444,187 shares; 2025Q2: 3,346,712 shares; 2025Q3: 3,367,713 shares; 2025Q4: 3,651,534 shares 3,651,534 $193M 0.04% +283,821 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,277 shares; 2024Q4: 304,660 shares; 2025Q1: 328,761 shares; 2025Q2: 343,788 shares; 2025Q3: 342,257 shares; 2025Q4: 328,700 shares 328,700 $191M 0.04% -13,557 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 614,709 shares; 2024Q4: 834,438 shares; 2025Q1: 983,074 shares; 2025Q2: 966,157 shares; 2025Q3: 970,149 shares; 2025Q4: 938,177 shares 938,177 $191M 0.04% -31,972 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,883 shares; 2024Q4: 616,873 shares; 2025Q1: 670,745 shares; 2025Q2: 660,000 shares; 2025Q3: 653,916 shares; 2025Q4: 589,503 shares 589,503 $189M 0.04% -64,413 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,192,419 shares; 2024Q4: 2,081,612 shares; 2025Q1: 1,276,903 shares; 2025Q2: 1,282,111 shares; 2025Q3: 1,372,418 shares; 2025Q4: 1,546,611 shares 1,546,611 $188M 0.04% +174,193 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,032 shares; 2024Q4: 514,828 shares; 2025Q1: 687,990 shares; 2025Q2: 1,376,211 shares; 2025Q3: 1,432,045 shares; 2025Q4: 1,859,430 shares 1,859,430 $187M 0.04% +427,385 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,856,290 shares; 2024Q4: 2,950,587 shares; 2025Q1: 3,172,271 shares; 2025Q2: 3,130,479 shares; 2025Q3: 2,919,401 shares; 2025Q4: 4,052,109 shares 4,052,109 $186M 0.04% +1,132,708 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,237,241 shares; 2024Q4: 2,629,487 shares; 2025Q1: 2,273,532 shares; 2025Q2: 2,548,457 shares; 2025Q3: 2,569,438 shares; 2025Q4: 2,605,708 shares 2,605,708 $186M 0.04% +36,270 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,050,273 shares; 2024Q4: 4,073,644 shares; 2025Q1: 4,541,598 shares; 2025Q2: 4,737,109 shares; 2025Q3: 5,240,766 shares; 2025Q4: 5,489,968 shares 5,489,968 $186M 0.04% +249,202 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,515,901 shares; 2024Q4: 1,546,158 shares; 2025Q1: 1,511,140 shares; 2025Q2: 1,411,516 shares; 2025Q3: 1,602,496 shares; 2025Q4: 1,983,801 shares 1,983,801 $185M 0.04% +381,305 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,269,248 shares; 2024Q4: 1,313,669 shares; 2025Q1: 1,180,940 shares; 2025Q2: 1,120,711 shares; 2025Q3: 1,390,775 shares; 2025Q4: 1,275,172 shares 1,275,172 $185M 0.04% -115,603 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 864,974 shares; 2024Q4: 1,019,206 shares; 2025Q1: 941,550 shares; 2025Q2: 923,138 shares; 2025Q3: 886,266 shares; 2025Q4: 1,016,764 shares 1,016,764 $184M 0.04% +130,498 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,850,986 shares; 2024Q4: 1,470,065 shares; 2025Q1: 1,645,803 shares; 2025Q2: 1,499,636 shares; 2025Q3: 1,486,098 shares; 2025Q4: 1,520,898 shares 1,520,898 $182M 0.04% +34,800 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 629,882 shares; 2024Q4: 615,729 shares; 2025Q1: 598,471 shares; 2025Q2: 592,277 shares; 2025Q3: 631,663 shares; 2025Q4: 630,306 shares 630,306 $182M 0.04% -1,357 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,984,762 shares; 2024Q4: 6,220,882 shares; 2025Q1: 4,899,701 shares; 2025Q2: 4,826,048 shares; 2025Q3: 4,873,836 shares; 2025Q4: 4,943,037 shares 4,943,037 $182M 0.04% +69,201 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,793,381 shares; 2024Q4: 1,850,538 shares; 2025Q1: 1,879,421 shares; 2025Q2: 1,990,663 shares; 2025Q3: 2,420,564 shares; 2025Q4: 2,601,518 shares 2,601,518 $181M 0.04% +180,954 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,535,375 shares; 2024Q4: 1,633,040 shares; 2025Q1: 1,752,523 shares; 2025Q2: 1,916,486 shares; 2025Q3: 1,901,788 shares; 2025Q4: 2,056,204 shares 2,056,204 $179M 0.03% +154,416 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,334,186 shares; 2024Q4: 1,236,113 shares; 2025Q1: 1,742,329 shares; 2025Q2: 2,090,821 shares; 2025Q3: 2,126,693 shares; 2025Q4: 2,136,558 shares 2,136,558 $179M 0.03% +9,865 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,473,081 shares; 2024Q4: 1,419,698 shares; 2025Q1: 1,467,665 shares; 2025Q2: 1,419,880 shares; 2025Q3: 1,414,391 shares; 2025Q4: 1,367,952 shares 1,367,952 $179M 0.03% -46,439 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,601,425 shares; 2024Q4: 1,348,051 shares; 2025Q1: 1,453,693 shares; 2025Q2: 2,990,851 shares; 2025Q3: 4,149,664 shares; 2025Q4: 4,423,065 shares 4,423,065 $177M 0.03% +273,401 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 604,117 shares; 2024Q4: 607,272 shares; 2025Q1: 636,016 shares; 2025Q2: 626,842 shares; 2025Q3: 645,444 shares; 2025Q4: 641,940 shares 641,940 $177M 0.03% -3,504 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,185,716 shares; 2024Q4: 2,572,431 shares; 2025Q1: 2,691,444 shares; 2025Q2: 3,759,213 shares; 2025Q3: 3,992,472 shares; 2025Q4: 4,471,492 shares 4,471,492 $176M 0.03% +479,020 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 870,666 shares; 2024Q4: 845,122 shares; 2025Q1: 923,777 shares; 2025Q2: 878,654 shares; 2025Q3: 1,027,177 shares; 2025Q4: 1,081,439 shares 1,081,439 $176M 0.03% +54,262 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,312 shares; 2024Q4: 298,990 shares; 2025Q1: 451,553 shares; 2025Q2: 1,006,530 shares; 2025Q3: 1,122,206 shares; 2025Q4: 1,555,407 shares 1,555,407 $176M 0.03% +433,201 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,484,066 shares; 2024Q4: 1,625,453 shares; 2025Q1: 1,880,649 shares; 2025Q2: 2,075,308 shares; 2025Q3: 2,193,290 shares; 2025Q4: 2,328,943 shares 2,328,943 $174M 0.03% +135,653 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 0 shares; 2025Q1: 437,257 shares; 2025Q2: 985,518 shares; 2025Q3: 2,577,289 shares; 2025Q4: 3,759,117 shares 3,759,117 $174M 0.03% +1,181,828 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 903,867 shares; 2024Q4: 937,267 shares; 2025Q1: 894,664 shares; 2025Q2: 805,801 shares; 2025Q3: 728,504 shares; 2025Q4: 716,226 shares 716,226 $174M 0.03% -12,278 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 498,223 shares; 2024Q4: 504,588 shares; 2025Q1: 595,845 shares; 2025Q2: 602,020 shares; 2025Q3: 563,613 shares; 2025Q4: 486,928 shares 486,928 $174M 0.03% -76,685 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 862,072 shares; 2024Q4: 705,901 shares; 2025Q1: 861,811 shares; 2025Q2: 873,755 shares; 2025Q3: 820,756 shares; 2025Q4: 1,062,256 shares 1,062,256 $173M 0.03% +241,500 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,277,967 shares; 2024Q4: 957,993 shares; 2025Q1: 1,170,008 shares; 2025Q2: 1,388,294 shares; 2025Q3: 1,163,288 shares; 2025Q4: 1,200,635 shares 1,200,635 $173M 0.03% +37,347 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,689,508 shares; 2024Q4: 16,086,648 shares; 2025Q1: 15,745,410 shares; 2025Q2: 15,587,399 shares; 2025Q3: 14,748,780 shares; 2025Q4: 15,374,528 shares 15,374,528 $173M 0.03% +625,748 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,857,654 shares; 2024Q4: 4,040,188 shares; 2025Q1: 3,292,036 shares; 2025Q2: 3,486,966 shares; 2025Q3: 2,463,193 shares; 2025Q4: 1,693,511 shares 1,693,511 $172M 0.03% -769,682 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,585,368 shares; 2024Q4: 5,753,043 shares; 2025Q1: 5,916,187 shares; 2025Q2: 5,416,590 shares; 2025Q3: 5,596,514 shares; 2025Q4: 5,817,543 shares 5,817,543 $172M 0.03% +221,029 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,612,295 shares; 2024Q4: 3,077,359 shares; 2025Q1: 3,277,827 shares; 2025Q2: 3,522,921 shares; 2025Q3: 3,851,306 shares; 2025Q4: 4,127,553 shares 4,127,553 $172M 0.03% +276,247 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 485,553 shares; 2024Q4: 538,685 shares; 2025Q1: 551,390 shares; 2025Q2: 525,100 shares; 2025Q3: 533,195 shares; 2025Q4: 575,517 shares 575,517 $172M 0.03% +42,322 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 567,019 shares; 2024Q4: 518,498 shares; 2025Q1: 471,299 shares; 2025Q2: 488,448 shares; 2025Q3: 529,577 shares; 2025Q4: 549,845 shares 549,845 $171M 0.03% +20,268 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 948,671 shares; 2024Q4: 978,946 shares; 2025Q1: 979,658 shares; 2025Q2: 1,104,270 shares; 2025Q3: 1,117,803 shares; 2025Q4: 1,208,839 shares 1,208,839 $171M 0.03% +91,036 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,800,065 shares; 2024Q4: 3,459,415 shares; 2025Q1: 3,105,954 shares; 2025Q2: 3,363,322 shares; 2025Q3: 3,388,664 shares; 2025Q4: 3,336,559 shares 3,336,559 $168M 0.03% -52,105 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,660,295 shares; 2024Q4: 1,652,696 shares; 2025Q1: 1,661,510 shares; 2025Q2: 1,687,563 shares; 2025Q3: 1,684,463 shares; 2025Q4: 1,763,187 shares 1,763,187 $168M 0.03% +78,724 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,538,006 shares; 2024Q4: 4,742,807 shares; 2025Q1: 4,447,250 shares; 2025Q2: 4,140,555 shares; 2025Q3: 4,150,678 shares; 2025Q4: 3,407,046 shares 3,407,046 $167M 0.03% -743,632 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 432,725 shares; 2024Q4: 463,275 shares; 2025Q1: 608,953 shares; 2025Q2: 648,849 shares; 2025Q3: 934,740 shares; 2025Q4: 1,037,549 shares 1,037,549 $167M 0.03% +102,809 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,194 shares; 2024Q4: 3,623 shares; 2025Q1: 11,690 shares; 2025Q2: 1,235,967 shares; 2025Q3: 2,215,747 shares; 2025Q4: 4,541,258 shares 4,541,258 $166M 0.03% +2,325,511 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,162,234 shares; 2024Q4: 1,108,512 shares; 2025Q1: 1,144,589 shares; 2025Q2: 965,693 shares; 2025Q3: 901,955 shares; 2025Q4: 818,081 shares 818,081 $166M 0.03% -83,874 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,188,287 shares; 2024Q4: 2,658,917 shares; 2025Q1: 3,059,303 shares; 2025Q2: 3,076,260 shares; 2025Q3: 3,222,843 shares; 2025Q4: 3,254,227 shares 3,254,227 $166M 0.03% +31,384 Timeline CMDT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,487 shares; 2024Q4: 240,071 shares; 2025Q1: 297,455 shares; 2025Q2: 509,918 shares; 2025Q3: 6,270,931 shares; 2025Q4: 5,972,786 shares 5,972,786 $165M 0.03% -298,145 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354,712 shares; 2024Q4: 675,247 shares; 2025Q1: 461,212 shares; 2025Q2: 842,061 shares; 2025Q3: 901,574 shares; 2025Q4: 725,803 shares 725,803 $164M 0.03% -175,771 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,410,272 shares; 2024Q4: 2,381,068 shares; 2025Q1: 2,362,661 shares; 2025Q2: 2,288,016 shares; 2025Q3: 2,267,346 shares; 2025Q4: 2,232,147 shares 2,232,147 $164M 0.03% -35,199 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 165 shares; 2025Q1: 166 shares; 2025Q2: 612,948 shares; 2025Q3: 1,588,197 shares; 2025Q4: 4,622,130 shares 4,622,130 $163M 0.03% +3,033,933 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 470,213 shares; 2024Q4: 653,779 shares; 2025Q1: 768,631 shares; 2025Q2: 714,906 shares; 2025Q3: 728,321 shares; 2025Q4: 796,480 shares 796,480 $163M 0.03% +68,159 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 427,797 shares; 2024Q4: 560,532 shares; 2025Q1: 571,086 shares; 2025Q2: 577,387 shares; 2025Q3: 586,454 shares; 2025Q4: 779,630 shares 779,630 $163M 0.03% +193,176 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,255,487 shares; 2024Q4: 4,260,339 shares; 2025Q1: 2,084,911 shares; 2025Q2: 2,208,104 shares; 2025Q3: 2,531,459 shares; 2025Q4: 2,752,836 shares 2,752,836 $161M 0.03% +221,377 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,571,331 shares; 2024Q4: 5,391,844 shares; 2025Q1: 5,822,572 shares; 2025Q2: 7,274,063 shares; 2025Q3: 7,395,709 shares; 2025Q4: 7,828,213 shares 7,828,213 $161M 0.03% +432,504 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,698 shares; 2024Q4: 341,284 shares; 2025Q1: 310,063 shares; 2025Q2: 297,781 shares; 2025Q3: 316,376 shares; 2025Q4: 381,271 shares 381,271 $161M 0.03% +64,895 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,473,983 shares; 2024Q4: 2,007,108 shares; 2025Q1: 1,707,338 shares; 2025Q2: 1,710,568 shares; 2025Q3: 1,867,094 shares; 2025Q4: 1,900,008 shares 1,900,008 $161M 0.03% +32,914 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 724,035 shares; 2024Q4: 738,397 shares; 2025Q1: 870,028 shares; 2025Q2: 975,126 shares; 2025Q3: 1,044,527 shares; 2025Q4: 814,989 shares 814,989 $158M 0.03% -229,538 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 778,257 shares; 2024Q4: 799,797 shares; 2025Q1: 849,334 shares; 2025Q2: 813,983 shares; 2025Q3: 818,162 shares; 2025Q4: 813,334 shares 813,334 $157M 0.03% -4,828 Timeline UCON 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,290,173 shares; 2024Q4: 4,211,307 shares; 2025Q1: 5,107,571 shares; 2025Q2: 5,297,031 shares; 2025Q3: 5,943,728 shares; 2025Q4: 6,230,550 shares 6,230,550 $157M 0.03% +286,822 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,505,127 shares; 2024Q4: 3,843,679 shares; 2025Q1: 4,025,561 shares; 2025Q2: 3,655,906 shares; 2025Q3: 3,922,874 shares; 2025Q4: 3,884,697 shares 3,884,697 $157M 0.03% -38,177 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318,656 shares; 2024Q4: 392,666 shares; 2025Q1: 480,719 shares; 2025Q2: 499,123 shares; 2025Q3: 716,224 shares; 2025Q4: 1,023,888 shares 1,023,888 $157M 0.03% +307,664 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,384,287 shares; 2024Q4: 4,022,389 shares; 2025Q1: 4,889,986 shares; 2025Q2: 4,515,745 shares; 2025Q3: 4,198,996 shares; 2025Q4: 4,294,930 shares 4,294,930 $156M 0.03% +95,934 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,116,618 shares; 2024Q4: 4,287,799 shares; 2025Q1: 4,494,950 shares; 2025Q2: 4,687,209 shares; 2025Q3: 4,674,625 shares; 2025Q4: 4,774,222 shares 4,774,222 $153M 0.03% +99,597 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,155,031 shares; 2024Q4: 1,248,807 shares; 2025Q1: 1,221,718 shares; 2025Q2: 1,117,480 shares; 2025Q3: 1,113,121 shares; 2025Q4: 1,084,268 shares 1,084,268 $153M 0.03% -28,853 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,731,842 shares; 2024Q4: 1,671,033 shares; 2025Q1: 1,930,957 shares; 2025Q2: 2,075,065 shares; 2025Q3: 1,771,036 shares; 2025Q4: 1,728,939 shares 1,728,939 $153M 0.03% -42,097 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,761 shares; 2024Q4: 248,003 shares; 2025Q1: 260,797 shares; 2025Q2: 363,220 shares; 2025Q3: 753,757 shares; 2025Q4: 774,000 shares 774,000 $153M 0.03% +20,243 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,128,191 shares; 2024Q4: 1,121,344 shares; 2025Q1: 987,800 shares; 2025Q2: 984,805 shares; 2025Q3: 987,806 shares; 2025Q4: 1,072,634 shares 1,072,634 $152M 0.03% +84,828 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,895,727 shares; 2024Q4: 3,366,643 shares; 2025Q1: 3,705,266 shares; 2025Q2: 4,567,850 shares; 2025Q3: 5,818,265 shares; 2025Q4: 6,444,777 shares 6,444,777 $152M 0.03% +626,512 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,579 shares; 2024Q4: 206,321 shares; 2025Q1: 266,327 shares; 2025Q2: 286,477 shares; 2025Q3: 349,545 shares; 2025Q4: 322,982 shares 322,982 $152M 0.03% -26,563 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,751,178 shares; 2024Q4: 1,685,100 shares; 2025Q1: 1,661,257 shares; 2025Q2: 1,374,875 shares; 2025Q3: 1,488,267 shares; 2025Q4: 1,563,891 shares 1,563,891 $151M 0.03% +75,624 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,425,864 shares; 2024Q4: 1,578,181 shares; 2025Q1: 1,585,955 shares; 2025Q2: 1,598,017 shares; 2025Q3: 1,580,843 shares; 2025Q4: 1,683,342 shares 1,683,342 $151M 0.03% +102,499 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,912 shares; 2024Q4: 124,071 shares; 2025Q1: 142,772 shares; 2025Q2: 144,017 shares; 2025Q3: 157,421 shares; 2025Q4: 241,563 shares 241,563 $150M 0.03% +84,142 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,334,025 shares; 2024Q4: 7,158,613 shares; 2025Q1: 5,954,345 shares; 2025Q2: 6,306,949 shares; 2025Q3: 5,182,049 shares; 2025Q4: 5,740,757 shares 5,740,757 $150M 0.03% +558,708 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,656,270 shares; 2024Q4: 3,042,590 shares; 2025Q1: 3,435,711 shares; 2025Q2: 2,827,339 shares; 2025Q3: 2,978,792 shares; 2025Q4: 3,116,439 shares 3,116,439 $150M 0.03% +137,647 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,684 shares; 2024Q4: 26,151 shares; 2025Q1: 29,472 shares; 2025Q2: 32,572 shares; 2025Q3: 27,304 shares; 2025Q4: 44,170 shares 44,170 $150M 0.03% +16,866 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,089,807 shares; 2024Q4: 988,786 shares; 2025Q1: 1,104,799 shares; 2025Q2: 1,290,346 shares; 2025Q3: 1,019,827 shares; 2025Q4: 1,102,749 shares 1,102,749 $150M 0.03% +82,922 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,791,619 shares; 2024Q4: 3,553,265 shares; 2025Q1: 3,642,158 shares; 2025Q2: 3,480,062 shares; 2025Q3: 1,670,904 shares; 2025Q4: 1,459,804 shares 1,459,804 $150M 0.03% -211,100 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,366,921 shares; 2024Q4: 1,913,313 shares; 2025Q1: 2,456,661 shares; 2025Q2: 2,779,290 shares; 2025Q3: 3,746,255 shares; 2025Q4: 5,404,827 shares 5,404,827 $149M 0.03% +1,658,572 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 920,317 shares; 2024Q4: 793,344 shares; 2025Q1: 908,827 shares; 2025Q2: 1,048,785 shares; 2025Q3: 802,785 shares; 2025Q4: 865,796 shares 865,796 $149M 0.03% +63,011 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,611,352 shares; 2024Q4: 2,533,463 shares; 2025Q1: 2,629,959 shares; 2025Q2: 2,535,880 shares; 2025Q3: 2,705,641 shares; 2025Q4: 2,933,453 shares 2,933,453 $149M 0.03% +227,812 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 563,307 shares; 2024Q4: 571,918 shares; 2025Q1: 681,167 shares; 2025Q2: 721,648 shares; 2025Q3: 732,369 shares; 2025Q4: 722,422 shares 722,422 $148M 0.03% -9,947 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 460,500 shares; 2024Q4: 554,056 shares; 2025Q1: 594,718 shares; 2025Q2: 587,587 shares; 2025Q3: 568,964 shares; 2025Q4: 590,775 shares 590,775 $148M 0.03% +21,811 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,647 shares; 2024Q4: 193,358 shares; 2025Q1: 291,022 shares; 2025Q2: 359,296 shares; 2025Q3: 398,711 shares; 2025Q4: 330,967 shares 330,967 $147M 0.03% -67,744 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 638,697 shares; 2024Q4: 605,916 shares; 2025Q1: 679,254 shares; 2025Q2: 685,426 shares; 2025Q3: 648,440 shares; 2025Q4: 526,296 shares 526,296 $147M 0.03% -122,144 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 642,154 shares; 2024Q4: 836,946 shares; 2025Q1: 875,989 shares; 2025Q2: 878,913 shares; 2025Q3: 932,842 shares; 2025Q4: 1,058,740 shares 1,058,740 $147M 0.03% +125,898 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,384,781 shares; 2024Q4: 1,895,196 shares; 2025Q1: 2,186,912 shares; 2025Q2: 2,322,169 shares; 2025Q3: 2,455,998 shares; 2025Q4: 2,422,487 shares 2,422,487 $146M 0.03% -33,511 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,335,556 shares; 2024Q4: 2,961,851 shares; 2025Q1: 3,315,748 shares; 2025Q2: 3,108,039 shares; 2025Q3: 3,035,848 shares; 2025Q4: 3,036,877 shares 3,036,877 $145M 0.03% +1,029 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,560 shares; 2024Q4: 267,897 shares; 2025Q1: 90,713 shares; 2025Q2: 358,656 shares; 2025Q3: 742,313 shares; 2025Q4: 636,612 shares 636,612 $144M 0.03% -105,701 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473,942 shares; 2024Q4: 466,710 shares; 2025Q1: 458,265 shares; 2025Q2: 463,874 shares; 2025Q3: 452,612 shares; 2025Q4: 426,355 shares 426,355 $144M 0.03% -26,257 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,026 shares; 2024Q4: 223,940 shares; 2025Q1: 217,310 shares; 2025Q2: 214,038 shares; 2025Q3: 241,067 shares; 2025Q4: 249,845 shares 249,845 $143M 0.03% +8,778 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,298,818 shares; 2024Q4: 1,385,040 shares; 2025Q1: 1,385,023 shares; 2025Q2: 1,323,263 shares; 2025Q3: 1,302,144 shares; 2025Q4: 1,259,429 shares 1,259,429 $143M 0.03% -42,715 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,467,526 shares; 2024Q4: 2,739,773 shares; 2025Q1: 2,804,468 shares; 2025Q2: 3,066,287 shares; 2025Q3: 3,156,715 shares; 2025Q4: 3,229,897 shares 3,229,897 $143M 0.03% +73,182 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,036,005 shares; 2024Q4: 1,199,417 shares; 2025Q1: 1,399,187 shares; 2025Q2: 1,762,413 shares; 2025Q3: 1,618,813 shares; 2025Q4: 1,353,524 shares 1,353,524 $143M 0.03% -265,289 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,379,958 shares; 2024Q4: 2,309,198 shares; 2025Q1: 2,274,421 shares; 2025Q2: 2,022,587 shares; 2025Q3: 2,007,123 shares; 2025Q4: 1,940,912 shares 1,940,912 $143M 0.03% -66,211 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,072,840 shares; 2024Q4: 6,064,754 shares; 2025Q1: 5,223,681 shares; 2025Q2: 5,074,698 shares; 2025Q3: 5,572,626 shares; 2025Q4: 5,691,092 shares 5,691,092 $142M 0.03% +118,466 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 949,981 shares; 2024Q4: 1,164,184 shares; 2025Q1: 1,131,499 shares; 2025Q2: 2,430,521 shares; 2025Q3: 2,546,786 shares; 2025Q4: 2,847,457 shares 2,847,457 $142M 0.03% +300,671 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600,201 shares; 2024Q4: 609,304 shares; 2025Q1: 710,795 shares; 2025Q2: 957,879 shares; 2025Q3: 965,851 shares; 2025Q4: 1,004,701 shares 1,004,701 $142M 0.03% +38,850 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,973,735 shares; 2024Q4: 3,134,940 shares; 2025Q1: 2,998,478 shares; 2025Q2: 2,861,293 shares; 2025Q3: 3,049,701 shares; 2025Q4: 3,034,991 shares 3,034,991 $142M 0.03% -14,710 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,889,116 shares; 2024Q4: 5,693,129 shares; 2025Q1: 5,937,594 shares; 2025Q2: 6,224,885 shares; 2025Q3: 6,605,294 shares; 2025Q4: 7,164,097 shares 7,164,097 $141M 0.03% +558,803 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,094,529 shares; 2024Q4: 1,208,917 shares; 2025Q1: 1,090,038 shares; 2025Q2: 1,263,726 shares; 2025Q3: 1,311,862 shares; 2025Q4: 1,383,863 shares 1,383,863 $141M 0.03% +72,001 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,234,905 shares; 2024Q4: 2,295,971 shares; 2025Q1: 2,351,246 shares; 2025Q2: 2,358,353 shares; 2025Q3: 2,089,681 shares; 2025Q4: 1,937,863 shares 1,937,863 $141M 0.03% -151,818 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,777 shares; 2024Q4: 386,057 shares; 2025Q1: 250,046 shares; 2025Q2: 247,137 shares; 2025Q3: 244,512 shares; 2025Q4: 230,969 shares 230,969 $140M 0.03% -13,543 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 489,408 shares; 2024Q4: 286,621 shares; 2025Q1: 296,723 shares; 2025Q2: 280,164 shares; 2025Q3: 224,792 shares; 2025Q4: 227,928 shares 227,928 $139M 0.03% +3,136 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,714 shares; 2024Q4: 91,759 shares; 2025Q1: 110,478 shares; 2025Q2: 171,466 shares; 2025Q3: 184,235 shares; 2025Q4: 205,487 shares 205,487 $139M 0.03% +21,252 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,153,122 shares; 2024Q4: 4,501,182 shares; 2025Q1: 4,523,140 shares; 2025Q2: 5,145,742 shares; 2025Q3: 5,516,074 shares; 2025Q4: 5,776,689 shares 5,776,689 $139M 0.03% +260,615 Timeline BSCQ 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,162,808 shares; 2024Q4: 7,026,359 shares; 2025Q1: 7,238,344 shares; 2025Q2: 7,380,362 shares; 2025Q3: 7,385,614 shares; 2025Q4: 7,073,501 shares 7,073,501 $138M 0.03% -312,113 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 503,335 shares; 2024Q4: 453,942 shares; 2025Q1: 408,698 shares; 2025Q2: 409,046 shares; 2025Q3: 450,979 shares; 2025Q4: 467,154 shares 467,154 $138M 0.03% +16,175 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,601,674 shares; 2024Q4: 1,943,763 shares; 2025Q1: 2,328,891 shares; 2025Q2: 2,609,179 shares; 2025Q3: 2,697,050 shares; 2025Q4: 2,694,516 shares 2,694,516 $138M 0.03% -2,534 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 842,741 shares; 2024Q4: 818,502 shares; 2025Q1: 793,541 shares; 2025Q2: 823,827 shares; 2025Q3: 851,078 shares; 2025Q4: 851,982 shares 851,982 $137M 0.03% +904 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323,708 shares; 2024Q4: 335,007 shares; 2025Q1: 347,691 shares; 2025Q2: 385,736 shares; 2025Q3: 359,447 shares; 2025Q4: 347,681 shares 347,681 $137M 0.03% -11,766 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,333,576 shares; 2024Q4: 1,228,551 shares; 2025Q1: 1,316,215 shares; 2025Q2: 1,333,965 shares; 2025Q3: 1,301,408 shares; 2025Q4: 1,248,595 shares 1,248,595 $137M 0.03% -52,813 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615,457 shares; 2024Q4: 450,643 shares; 2025Q1: 781,711 shares; 2025Q2: 840,964 shares; 2025Q3: 798,663 shares; 2025Q4: 1,023,489 shares 1,023,489 $136M 0.03% +224,826 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436,375 shares; 2024Q4: 440,367 shares; 2025Q1: 440,846 shares; 2025Q2: 450,303 shares; 2025Q3: 472,547 shares; 2025Q4: 475,971 shares 475,971 $136M 0.03% +3,424 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,827,426 shares; 2024Q4: 6,313,822 shares; 2025Q1: 6,025,810 shares; 2025Q2: 5,514,909 shares; 2025Q3: 5,050,764 shares; 2025Q4: 4,996,603 shares 4,996,603 $135M 0.03% -54,161 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 525,452 shares; 2024Q4: 2,521,439 shares; 2025Q1: 2,836,739 shares; 2025Q2: 2,600,129 shares; 2025Q3: 3,289,172 shares; 2025Q4: 3,531,473 shares 3,531,473 $135M 0.03% +242,301 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 537,547 shares; 2024Q4: 555,733 shares; 2025Q1: 601,609 shares; 2025Q2: 553,075 shares; 2025Q3: 543,410 shares; 2025Q4: 616,336 shares 616,336 $134M 0.03% +72,926 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,740,219 shares; 2024Q4: 2,459,924 shares; 2025Q1: 3,017,530 shares; 2025Q2: 2,789,836 shares; 2025Q3: 2,882,060 shares; 2025Q4: 2,741,743 shares 2,741,743 $133M 0.03% -140,317 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 986,289 shares; 2024Q4: 1,180,874 shares; 2025Q1: 1,177,695 shares; 2025Q2: 1,235,213 shares; 2025Q3: 1,107,445 shares; 2025Q4: 1,054,949 shares 1,054,949 $133M 0.03% -52,496 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 968,727 shares; 2024Q4: 1,116,033 shares; 2025Q1: 1,212,254 shares; 2025Q2: 1,329,231 shares; 2025Q3: 1,434,184 shares; 2025Q4: 1,483,024 shares 1,483,024 $132M 0.03% +48,840 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,270 shares; 2024Q4: 259,096 shares; 2025Q1: 280,940 shares; 2025Q2: 271,999 shares; 2025Q3: 270,776 shares; 2025Q4: 258,879 shares 258,879 $132M 0.03% -11,897 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,143,453 shares; 2024Q4: 1,792,486 shares; 2025Q1: 1,845,329 shares; 2025Q2: 1,867,141 shares; 2025Q3: 1,892,089 shares; 2025Q4: 1,789,234 shares 1,789,234 $132M 0.03% -102,855 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,326,721 shares; 2024Q4: 1,414,491 shares; 2025Q1: 1,347,580 shares; 2025Q2: 1,287,940 shares; 2025Q3: 1,192,891 shares; 2025Q4: 1,156,764 shares 1,156,764 $132M 0.03% -36,127 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,359,624 shares; 2024Q4: 2,257,013 shares; 2025Q1: 2,052,235 shares; 2025Q2: 2,009,365 shares; 2025Q3: 1,939,163 shares; 2025Q4: 1,889,131 shares 1,889,131 $131M 0.03% -50,032 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 575,667 shares; 2024Q4: 505,556 shares; 2025Q1: 549,210 shares; 2025Q2: 597,630 shares; 2025Q3: 617,679 shares; 2025Q4: 603,650 shares 603,650 $131M 0.03% -14,029 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,558,447 shares; 2024Q4: 2,606,902 shares; 2025Q1: 2,657,458 shares; 2025Q2: 2,764,828 shares; 2025Q3: 2,899,223 shares; 2025Q4: 2,977,789 shares 2,977,789 $131M 0.03% +78,566 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,016,329 shares; 2024Q4: 992,192 shares; 2025Q1: 1,084,871 shares; 2025Q2: 1,108,043 shares; 2025Q3: 1,164,889 shares; 2025Q4: 1,188,488 shares 1,188,488 $131M 0.03% +23,599 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 946,904 shares; 2024Q4: 846,634 shares; 2025Q1: 799,891 shares; 2025Q2: 852,006 shares; 2025Q3: 739,734 shares; 2025Q4: 724,564 shares 724,564 $131M 0.03% -15,170 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,226,067 shares; 2024Q4: 1,692,307 shares; 2025Q1: 1,669,817 shares; 2025Q2: 1,591,904 shares; 2025Q3: 1,662,164 shares; 2025Q4: 1,719,661 shares 1,719,661 $130M 0.03% +57,497 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,486,477 shares; 2024Q4: 2,018,323 shares; 2025Q1: 2,384,005 shares; 2025Q2: 2,860,585 shares; 2025Q3: 4,062,885 shares; 2025Q4: 4,742,102 shares 4,742,102 $130M 0.03% +679,217 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 896,922 shares; 2024Q4: 850,440 shares; 2025Q1: 868,364 shares; 2025Q2: 891,217 shares; 2025Q3: 759,461 shares; 2025Q4: 700,907 shares 700,907 $130M 0.03% -58,554 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 993,821 shares; 2024Q4: 1,220,781 shares; 2025Q1: 1,281,260 shares; 2025Q2: 1,393,618 shares; 2025Q3: 1,358,252 shares; 2025Q4: 1,402,146 shares 1,402,146 $129M 0.03% +43,894 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,053,236 shares; 2024Q4: 820,274 shares; 2025Q1: 1,098,143 shares; 2025Q2: 1,165,480 shares; 2025Q3: 1,556,741 shares; 2025Q4: 1,258,074 shares 1,258,074 $129M 0.03% -298,667 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,639,145 shares; 2024Q4: 1,651,944 shares; 2025Q1: 1,730,710 shares; 2025Q2: 1,693,717 shares; 2025Q3: 1,709,373 shares; 2025Q4: 1,635,464 shares 1,635,464 $129M 0.03% -73,909 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,357,355 shares; 2024Q4: 2,478,601 shares; 2025Q1: 2,581,184 shares; 2025Q2: 2,681,893 shares; 2025Q3: 2,540,814 shares; 2025Q4: 2,305,729 shares 2,305,729 $128M 0.02% -235,085 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 783,346 shares; 2024Q4: 679,796 shares; 2025Q1: 884,128 shares; 2025Q2: 678,506 shares; 2025Q3: 575,081 shares; 2025Q4: 756,426 shares 756,426 $128M 0.02% +181,345 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,236,420 shares; 2024Q4: 1,108,367 shares; 2025Q1: 1,384,742 shares; 2025Q2: 1,583,988 shares; 2025Q3: 1,493,012 shares; 2025Q4: 1,630,943 shares 1,630,943 $126M 0.02% +137,931 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380,370 shares; 2024Q4: 314,045 shares; 2025Q1: 342,729 shares; 2025Q2: 363,348 shares; 2025Q3: 400,580 shares; 2025Q4: 359,145 shares 359,145 $126M 0.02% -41,435 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,108,896 shares; 2024Q4: 2,561,272 shares; 2025Q1: 2,662,028 shares; 2025Q2: 2,613,621 shares; 2025Q3: 2,605,552 shares; 2025Q4: 2,746,577 shares 2,746,577 $125M 0.02% +141,025 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,578 shares; 2024Q4: 63,477 shares; 2025Q1: 57,043 shares; 2025Q2: 56,611 shares; 2025Q3: 57,995 shares; 2025Q4: 58,129 shares 58,129 $125M 0.02% +134 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,432 shares; 2024Q4: 1,032 shares; 2025Q1: 9,494 shares; 2025Q2: 1,126,414 shares; 2025Q3: 1,804,795 shares; 2025Q4: 3,432,732 shares 3,432,732 $125M 0.02% +1,627,937 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365,317 shares; 2024Q4: 395,137 shares; 2025Q1: 433,536 shares; 2025Q2: 478,342 shares; 2025Q3: 447,567 shares; 2025Q4: 481,532 shares 481,532 $125M 0.02% +33,965 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 999,153 shares; 2024Q4: 806,529 shares; 2025Q1: 867,257 shares; 2025Q2: 1,135,641 shares; 2025Q3: 1,492,860 shares; 2025Q4: 1,624,939 shares 1,624,939 $125M 0.02% +132,079 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,574,329 shares; 2024Q4: 1,443,533 shares; 2025Q1: 1,432,720 shares; 2025Q2: 2,818,481 shares; 2025Q3: 2,843,987 shares; 2025Q4: 2,535,850 shares 2,535,850 $124M 0.02% -308,137 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,188,787 shares; 2024Q4: 2,746,627 shares; 2025Q1: 2,974,551 shares; 2025Q2: 2,903,383 shares; 2025Q3: 2,949,527 shares; 2025Q4: 3,026,827 shares 3,026,827 $124M 0.02% +77,300 Timeline