AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 58,736,486 shares 58,736,486 $14.9B 2.97% +460,164 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 19,577,152 shares 19,577,152 $12.8B 2.55% +726,090 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 33,333,314 shares 33,333,314 $12.3B 2.46% +183,994 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 56,959,115 shares 56,959,115 $9.93B 1.98% -5,989,052 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 65,970,413 shares 65,970,413 $9.4B 1.87% +2,059,966 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 27,808,601 shares 27,808,601 $8B 1.6% -1,123,841 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 27,774,784 shares 27,774,784 $7.98B 1.59% +806,111 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 25,685,240 shares 25,685,240 $7.95B 1.59% +1,775,766 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 85,182,345 shares 85,182,345 $7.71B 1.54% +6,063,470 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 35,017,948 shares 35,017,948 $7.29B 1.45% +2,939,497 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 23,000,631 shares 23,000,631 $6.77B 1.35% -85,269 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 63,695,880 shares 63,695,880 $6.32B 1.26% +2,905,154 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 9,418,886 shares 9,418,886 $6.13B 1.22% -11,628,230 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 87,384,260 shares 87,384,260 $6.1B 1.22% +10,680,940 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 9,655,119 shares 9,655,119 $5.52B 1.1% +297,196 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 18,011,375 shares 18,011,375 $5.17B 1.03% +356,073 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 42,826,207 shares 42,826,207 $4.16B 0.83% +1,140,119 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 16,925,454 shares 16,925,454 $4.14B 0.83% -919,790 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,405,844 shares 4,405,844 $4.05B 0.81% +73,189 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 61,389,203 shares 61,389,203 $3.93B 0.78% -2,925,138 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 6,499,473 shares 6,499,473 $3.75B 0.75% -1,027,212 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 6,246,795 shares 6,246,795 $3.73B 0.74% +72,505 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 18,039,131 shares 18,039,131 $3.73B 0.74% +751,496 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 29,282,350 shares 29,282,350 $3.64B 0.73% +920,148 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 53,508,393 shares 53,508,393 $3.61B 0.72% +1,137,544 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 28,093,920 shares 28,093,920 $3.52B 0.7% +75,197 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,111,874 shares 3,111,874 $3.1B 0.62% +67,864 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 23,321,099 shares 23,321,099 $3.1B 0.62% +571,657 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 38,484,775 shares 38,484,775 $2.99B 0.6% -28,965 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 8,372,264 shares 8,372,264 $2.66B 0.53% -165,677 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 28,493,032 shares 28,493,032 $2.65B 0.53% -485,558 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 13,788,007 shares 13,788,007 $2.51B 0.5% -364,865 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 8,259,175 shares 8,259,175 $2.5B 0.5% +159,303 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 7,088,010 shares 7,088,010 $2.49B 0.5% -22,683 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 7,969,032 shares 7,969,032 $2.48B 0.49% +65,900 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,115,578 shares 5,115,578 $2.45B 0.49% -14,157 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,550,639 shares; 2025Q1: 2,569,634 shares; 2025Q2: 2,491,742 shares; 2025Q3: 2,526,735 shares; 2025Q4: 2,500,944 shares; 2026Q1: 2,476,370 shares 2,476,370 $2.38B 0.48% -24,574 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 9,561,752 shares 9,561,752 $2.37B 0.47% -2,569,157 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 10,790,756 shares 10,790,756 $2.32B 0.46% -23,404 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 42,921,174 shares 42,921,174 $2.32B 0.46% -3,066,446 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 49,562,677 shares 49,562,677 $2.29B 0.46% +1,616,099 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 12,998,435 shares 12,998,435 $2.21B 0.44% +10,764 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 43,826,096 shares 43,826,096 $2.16B 0.43% +4,762,890 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,730,221 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; 2026Q1: 27,764,129 shares 27,764,129 $2.14B 0.43% +2,237,409 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 14,373,215 shares 14,373,215 $2.08B 0.41% +555,036 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 8,748,137 shares 8,748,137 $2.07B 0.41% -226,672 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,981,124 shares 3,981,124 $1.99B 0.4% +1,208,426 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,990,074 shares 5,990,074 $1.97B 0.39% +144,255 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 8,909,597 shares 8,909,597 $1.94B 0.39% -238,169 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,427,080 shares 4,427,080 $1.93B 0.39% +103,877 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 6,804,291 shares 6,804,291 $1.93B 0.39% +141,211 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,515,758 shares 4,515,758 $1.93B 0.38% -306,418 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 26,033,142 shares 26,033,142 $1.92B 0.38% +1,389,558 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,784,457 shares 3,784,457 $1.88B 0.37% -7,162 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 19,861,569 shares 19,861,569 $1.87B 0.37% +786,761 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,733,299 shares 5,733,299 $1.84B 0.37% +88,508 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 14,723,605 shares 14,723,605 $1.83B 0.37% -235,047 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 11,437,360 shares 11,437,360 $1.78B 0.35% +258,628 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 101,757,943 shares 101,757,943 $1.76B 0.35% +2,672,739 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 15,355,004 shares 15,355,004 $1.74B 0.35% +333,848 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,690,672 shares 5,690,672 $1.72B 0.34% +311,917 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 46,168,967 shares 46,168,967 $1.7B 0.34% +2,622,071 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 8,816,965 shares 8,816,965 $1.7B 0.34% +60,374 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 8,492,812 shares 8,492,812 $1.67B 0.33% +251,358 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 16,880,958 shares 16,880,958 $1.64B 0.33% +663,636 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 15,909,341 shares 15,909,341 $1.63B 0.33% -375,916 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,635,568 shares 4,635,568 $1.6B 0.32% -117,196 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 32,588,899 shares 32,588,899 $1.59B 0.32% -1,113,953 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 6,021,392 shares 6,021,392 $1.58B 0.31% -26,192 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,648,958 shares 4,648,958 $1.57B 0.31% +381,736 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,609,205 shares 3,609,205 $1.55B 0.31% -321,685 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,510,741 shares 4,510,741 $1.55B 0.31% -45,955 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,662,076 shares 4,662,076 $1.52B 0.3% -36,077 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,052,216 shares 4,052,216 $1.51B 0.3% -695,833 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,048,603 shares 2,048,603 $1.45B 0.29% +40,474 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 6,907,706 shares 6,907,706 $1.4B 0.28% -150,893 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 11,446,845 shares 11,446,845 $1.38B 0.27% +398,634 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 14,175,844 shares 14,175,844 $1.36B 0.27% -1,156,927 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 6,213,297 shares 6,213,297 $1.31B 0.26% -50,842 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 9,964,935 shares 9,964,935 $1.31B 0.26% -875,174 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 6,677,729 shares 6,677,729 $1.28B 0.26% +53,666 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 7,752,548 shares 7,752,548 $1.25B 0.25% +1,145,367 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 9,387,850 shares 9,387,850 $1.24B 0.25% +223,548 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,459,965 shares 1,459,965 $1.24B 0.25% +33,706 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 13,627,416 shares 13,627,416 $1.22B 0.24% -4,183,132 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,324,236 shares 4,324,236 $1.21B 0.24% +165,865 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,633,852 shares 4,633,852 $1.21B 0.24% -1,910,631 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 13,187,635 shares 13,187,635 $1.16B 0.23% +50,680 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 10,548,868 shares 10,548,868 $1.16B 0.23% -271,215 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 18,187,318 shares 18,187,318 $1.11B 0.22% -2,074,339 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,342,178 shares 5,342,178 $1.11B 0.22% +1,914,118 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,083,025 shares 3,083,025 $1.1B 0.22% -146,942 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,844,947 shares; 2025Q1: 5,942,426 shares; 2025Q2: 5,809,189 shares; 2025Q3: 5,353,517 shares; 2025Q4: 5,339,688 shares; 2026Q1: 5,141,784 shares 5,141,784 $1.1B 0.22% -197,904 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,528,589 shares 4,528,589 $1.1B 0.22% -189,146 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,453,311 shares 5,453,311 $1.08B 0.22% -124,475 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,014,746 shares 5,014,746 $1.07B 0.21% -881,023 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,533,396 shares 1,533,396 $1.07B 0.21% -10,249 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,511,093 shares 2,511,093 $1.07B 0.21% -689,996 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 8,994,236 shares 8,994,236 $1.07B 0.21% -4,035 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 10,008,488 shares 10,008,488 $1.06B 0.21% +72,042 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 9,291,487 shares 9,291,487 $1.05B 0.21% -2,727,269 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 7,133,821 shares 7,133,821 $1.05B 0.21% +1,279,770 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 13,491,867 shares 13,491,867 $1.03B 0.2% +2,250,876 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 630,082 shares; 2024Q4: 585,019 shares; 2025Q1: 658,934 shares; 2025Q2: 750,822 shares; 2025Q3: 890,612 shares; 2025Q4: 798,313 shares; 2026Q1: 773,170 shares 773,170 $1.02B 0.2% -25,143 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 922,497 shares 922,497 $1.01B 0.2% -31,462 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 8,560,214 shares 8,560,214 $991M 0.2% +273,193 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 6,118,822 shares 6,118,822 $981M 0.2% +397,954 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,261,710 shares 4,261,710 $979M 0.2% +525,261 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 22,651,520 shares 22,651,520 $977M 0.19% +531,876 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,640,810 shares 4,640,810 $944M 0.19% -1,473,795 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 6,383,962 shares 6,383,962 $936M 0.19% +24,142 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 16,357,007 shares 16,357,007 $927M 0.18% -455,989 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 6,628,441 shares 6,628,441 $924M 0.18% -20,734 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,356,316 shares 3,356,316 $908M 0.18% +129,526 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 6,091,191 shares 6,091,191 $902M 0.18% +584,934 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 10,853,776 shares 10,853,776 $898M 0.18% +671,799 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 7,067,726 shares 7,067,726 $893M 0.18% +376,641 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 9,505,554 shares 9,505,554 $881M 0.18% +1,591,839 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 467,386 shares; 2024Q4: 517,163 shares; 2025Q1: 572,568 shares; 2025Q2: 643,744 shares; 2025Q3: 805,221 shares; 2025Q4: 893,769 shares; 2026Q1: 998,016 shares 998,016 $871M 0.17% +104,247 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,414,946 shares 5,414,946 $865M 0.17% +233,983 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,408,122 shares 4,408,122 $856M 0.17% +481,754 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 7,591,604 shares 7,591,604 $842M 0.17% +100,246 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,422,302 shares 3,422,302 $830M 0.17% +164,895 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,450,253 shares 2,450,253 $828M 0.17% -3,293 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 19,052,730 shares 19,052,730 $811M 0.16% +2,741,507 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 890,405 shares; 2024Q4: 896,675 shares; 2025Q1: 940,930 shares; 2025Q2: 837,222 shares; 2025Q3: 875,981 shares; 2025Q4: 880,256 shares; 2026Q1: 878,574 shares 878,574 $787M 0.16% -1,682 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 13,772,579 shares 13,772,579 $782M 0.16% +1,304,780 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 11,305,832 shares 11,305,832 $772M 0.15% +29,617 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,851,282 shares 3,851,282 $767M 0.15% +126,891 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 15,260,342 shares 15,260,342 $766M 0.15% +524,883 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,969,187 shares 3,969,187 $761M 0.15% -149,506 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,254,665 shares 1,254,665 $758M 0.15% +13,722 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,297,196 shares 2,297,196 $755M 0.15% +41,050 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 20,930,912 shares 20,930,912 $753M 0.15% +17,498,180 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 8,195,302 shares 8,195,302 $751M 0.15% +1,210,160 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,193,336 shares 1,193,336 $736M 0.15% -149,962 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,368,587 shares 4,368,587 $722M 0.14% +664,222 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,856,272 shares 3,856,272 $720M 0.14% -419,726 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 14,373,737 shares 14,373,737 $717M 0.14% +885,725 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 9,507,838 shares 9,507,838 $714M 0.14% +583,142 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,331,016 shares 4,331,016 $713M 0.14% +105,647 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,152,907 shares 3,152,907 $713M 0.14% +263,015 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,443,512 shares 1,443,512 $710M 0.14% +46,679 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,682,132 shares 4,682,132 $685M 0.14% -402,791 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,652,768 shares 4,652,768 $673M 0.13% +347,901 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 9,288,084 shares 9,288,084 $668M 0.13% -1,153,299 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,135,595 shares 5,135,595 $658M 0.13% -163,604 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 7,514,778 shares 7,514,778 $651M 0.13% +475,411 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,491,173 shares 5,491,173 $649M 0.13% +701,568 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,020,293 shares 2,020,293 $648M 0.13% +103,100 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,566,780 shares 5,566,780 $640M 0.13% +550,053 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 15,759,772 shares 15,759,772 $633M 0.13% +3,336,112 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 21,825,658 shares 21,825,658 $627M 0.13% +298,618 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,712,446 shares 5,712,446 $623M 0.12% +162,905 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,816,119 shares 1,816,119 $621M 0.12% +38,621 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 13,206,000 shares 13,206,000 $606M 0.12% +473,967 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,501,851 shares 3,501,851 $604M 0.12% +490,355 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 10,479,768 shares 10,479,768 $604M 0.12% +466,273 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 11,901,249 shares 11,901,249 $602M 0.12% +2,294,292 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,028,909 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; 2026Q1: 7,568,177 shares 7,568,177 $602M 0.12% +1,885,387 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 6,209,449 shares 6,209,449 $598M 0.12% +734,613 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 7,530,582 shares 7,530,582 $597M 0.12% +1,216,974 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 24,436,684 shares 24,436,684 $594M 0.12% -374,205 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,868,364 shares 5,868,364 $590M 0.12% -68,205 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,471,960 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; 2026Q1: 7,265,536 shares 7,265,536 $585M 0.12% +1,589,807 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 8,111,035 shares 8,111,035 $583M 0.12% +1,244,572 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,237,551 shares 5,237,551 $578M 0.12% +287,595 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,808,227 shares 3,808,227 $577M 0.12% +272 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,719,789 shares 5,719,789 $575M 0.11% +1,204,315 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,933,330 shares 3,933,330 $573M 0.11% +15,929 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,236,795 shares 1,236,795 $573M 0.11% -151,466 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,247,824 shares 5,247,824 $572M 0.11% +835,495 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 809,202 shares; 2024Q4: 780,468 shares; 2025Q1: 769,204 shares; 2025Q2: 850,285 shares; 2025Q3: 867,967 shares; 2025Q4: 978,318 shares; 2026Q1: 1,011,816 shares 1,011,816 $570M 0.11% +33,498 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,465,169 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; 2026Q1: 1,579,924 shares 1,579,924 $563M 0.11% -31,381 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,393,920 shares; 2025Q1: 4,064,350 shares; 2025Q2: 4,065,620 shares; 2025Q3: 4,303,400 shares; 2025Q4: 4,152,122 shares; 2026Q1: 4,558,582 shares 4,558,582 $560M 0.11% +406,460 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,287,895 shares 1,287,895 $557M 0.11% +122,770 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 19,533,309 shares 19,533,309 $548M 0.11% +834,673 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; 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; 2026Q1: 5,710,514 shares 5,710,514 $547M 0.11% +265,161 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 767,959 shares; 2025Q4: 14,161,864 shares; 2026Q1: 17,486,881 shares 17,486,881 $542M 0.11% +3,325,017 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,350,083 shares 1,350,083 $527M 0.11% -183,890 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,089,328 shares 2,089,328 $524M 0.1% -225,503 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,564,741 shares; 2026Q1: 5,685,066 shares 5,685,066 $517M 0.1% +120,325 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,940,226 shares 3,940,226 $516M 0.1% -223,434 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 6,147,075 shares 6,147,075 $515M 0.1% -64,458 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,886,189 shares 3,886,189 $509M 0.1% +125,790 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 309,828 shares; 2024Q4: 258,456 shares; 2025Q1: 270,948 shares; 2025Q2: 296,274 shares; 2025Q3: 330,051 shares; 2025Q4: 340,640 shares; 2026Q1: 342,784 shares 342,784 $505M 0.1% +2,144 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 9,078,829 shares 9,078,829 $504M 0.1% +883,464 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 12,623,609 shares 12,623,609 $498M 0.1% +184,206 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 17,090,723 shares 17,090,723 $495M 0.1% +35,910 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,688,107 shares 2,688,107 $495M 0.1% -16,297 Timeline KMDA KAMADA LTD More: the full row for KAMADA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 597,236 shares 597,236 $494M 0.1% -6,386 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 9,455,014 shares 9,455,014 $486M 0.1% -633,077 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,046,924 shares 1,046,924 $483M 0.1% +11,185 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 6,107,968 shares 6,107,968 $479M 0.1% +89,538 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 7,927,278 shares 7,927,278 $474M 0.09% -727,211 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 785,921 shares; 2024Q4: 768,508 shares; 2025Q1: 826,394 shares; 2025Q2: 854,373 shares; 2025Q3: 904,139 shares; 2025Q4: 4,308,985 shares; 2026Q1: 4,524,512 shares 4,524,512 $473M 0.09% +215,527 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,714,853 shares 5,714,853 $472M 0.09% +500,912 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 6,661,626 shares 6,661,626 $468M 0.09% -389,001 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,240,387 shares 4,240,387 $465M 0.09% +10,488 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 6,355,450 shares 6,355,450 $463M 0.09% +271,453 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,587,535 shares 1,587,535 $461M 0.09% -159,514 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,437,727 shares 3,437,727 $455M 0.09% -88,447 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,519,940 shares 3,519,940 $453M 0.09% -329,516 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,579,008 shares 2,579,008 $447M 0.09% +134,342 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,802,347 shares 2,802,347 $441M 0.09% +41,498 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 9,386,930 shares 9,386,930 $441M 0.09% +379,625 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,621,173 shares 1,621,173 $431M 0.09% -4,568 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,674,562 shares 1,674,562 $431M 0.09% +59,269 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,438,617 shares 1,438,617 $430M 0.09% -11,697 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,180,524 shares 5,180,524 $425M 0.08% +15,977 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,203,715 shares 3,203,715 $423M 0.08% +200,226 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 12,545,841 shares 12,545,841 $421M 0.08% -494,636 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; 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; 2026Q1: 5,422,074 shares 5,422,074 $421M 0.08% -202,135 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,332,796 shares 1,332,796 $419M 0.08% -47,139 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,766,530 shares 4,766,530 $413M 0.08% +311,510 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,254,837 shares 4,254,837 $411M 0.08% +244,331 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,967,566 shares 1,967,566 $410M 0.08% -25,093 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 6,513,020 shares 6,513,020 $407M 0.08% -503,474 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 423,510 shares; 2024Q4: 392,728 shares; 2025Q1: 430,323 shares; 2025Q2: 459,937 shares; 2025Q3: 432,730 shares; 2025Q4: 436,883 shares; 2026Q1: 459,676 shares 459,676 $398M 0.08% +22,793 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 7,517,252 shares 7,517,252 $396M 0.08% +469,901 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,239,248 shares 4,239,248 $391M 0.08% -2,250,689 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 7,842,271 shares 7,842,271 $388M 0.08% +67,917 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,043,400 shares 2,043,400 $387M 0.08% -94,799 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 17,245,444 shares 17,245,444 $385M 0.08% +2,348,136 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 348,474 shares; 2024Q4: 316,869 shares; 2025Q1: 502,007 shares; 2025Q2: 614,411 shares; 2025Q3: 627,987 shares; 2025Q4: 584,460 shares; 2026Q1: 881,548 shares 881,548 $383M 0.08% +297,088 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,152,675 shares 3,152,675 $382M 0.08% -707,908 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,740,846 shares 3,740,846 $375M 0.07% +215,661 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,968,780 shares 4,968,780 $374M 0.07% +169,552 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250,824 shares; 2024Q4: 293,992 shares; 2025Q1: 529,529 shares; 2025Q2: 892,099 shares; 2025Q3: 957,428 shares; 2025Q4: 972,258 shares; 2026Q1: 928,576 shares 928,576 $370M 0.07% -43,682 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,690,012 shares 1,690,012 $367M 0.07% -20,374 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,138,334 shares 4,138,334 $367M 0.07% -67,205 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,073,182 shares 3,073,182 $365M 0.07% -312,222 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,946,447 shares 5,946,447 $361M 0.07% +7,244 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,655,610 shares 4,655,610 $359M 0.07% +1,646,096 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,703,327 shares 1,703,327 $356M 0.07% -44,223 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,181,813 shares 5,181,813 $353M 0.07% -1,369,482 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 619,602 shares; 2024Q4: 634,561 shares; 2025Q1: 618,245 shares; 2025Q2: 745,205 shares; 2025Q3: 813,723 shares; 2025Q4: 849,685 shares; 2026Q1: 918,973 shares 918,973 $352M 0.07% +69,288 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,125,666 shares 4,125,666 $352M 0.07% +158,255 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,319,195 shares 5,319,195 $351M 0.07% +243,564 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,746,209 shares 2,746,209 $351M 0.07% -820,056 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 6,888,669 shares 6,888,669 $347M 0.07% -569,046 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; 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; 2026Q1: 1,762,769 shares 1,762,769 $345M 0.07% -6,324 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,711,699 shares 3,711,699 $343M 0.07% +17,141 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; 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; 2026Q1: 5,196,511 shares 5,196,511 $339M 0.07% +1,699,188 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,575,897 shares 3,575,897 $336M 0.07% +333,103 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 916,228 shares; 2024Q4: 862,604 shares; 2025Q1: 844,127 shares; 2025Q2: 904,755 shares; 2025Q3: 803,526 shares; 2025Q4: 978,854 shares; 2026Q1: 1,136,518 shares 1,136,518 $336M 0.07% +157,664 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,686,535 shares 5,686,535 $333M 0.07% +1,929,878 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 830,220 shares; 2024Q4: 689,652 shares; 2025Q1: 706,169 shares; 2025Q2: 702,052 shares; 2025Q3: 717,326 shares; 2025Q4: 741,813 shares; 2026Q1: 744,995 shares 744,995 $333M 0.07% +3,182 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 348,419 shares; 2024Q4: 324,626 shares; 2025Q1: 337,797 shares; 2025Q2: 333,962 shares; 2025Q3: 475,818 shares; 2025Q4: 587,494 shares; 2026Q1: 616,699 shares 616,699 $332M 0.07% +29,205 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,543,301 shares 3,543,301 $329M 0.07% +33,675 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,960,614 shares 2,960,614 $325M 0.06% -15,153 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 11,267,965 shares 11,267,965 $324M 0.06% +904,025 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,199,849 shares 2,199,849 $321M 0.06% +123,244 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,186,195 shares 2,186,195 $318M 0.06% -30,748 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,033,006 shares 1,033,006 $314M 0.06% -30,921 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,118,129 shares 5,118,129 $313M 0.06% -417,296 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 6,015,518 shares 6,015,518 $313M 0.06% -140,803 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,184,410 shares 3,184,410 $312M 0.06% +239,915 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 7,851,476 shares 7,851,476 $310M 0.06% +1,624,955 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; 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; 2026Q1: 4,683,425 shares 4,683,425 $310M 0.06% -428,492 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,561,811 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; 2026Q1: 4,044,072 shares 4,044,072 $310M 0.06% +533,942 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,544,632 shares 1,544,632 $305M 0.06% new Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,847,098 shares 5,847,098 $304M 0.06% +911,315 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 17,020,549 shares 17,020,549 $302M 0.06% +1,089,843 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; 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; 2026Q1: 1,043,477 shares 1,043,477 $299M 0.06% -32,517 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 606,889 shares; 2024Q4: 590,034 shares; 2025Q1: 597,698 shares; 2025Q2: 588,663 shares; 2025Q3: 590,430 shares; 2025Q4: 560,319 shares; 2026Q1: 716,742 shares 716,742 $299M 0.06% +156,423 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,364,622 shares 1,364,622 $299M 0.06% +94,036 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,045,245 shares 3,045,245 $291M 0.06% -300,750 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,895,677 shares 1,895,677 $290M 0.06% +53,634 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,917,776 shares 5,917,776 $290M 0.06% -65,695 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,462,697 shares 1,462,697 $289M 0.06% +197,819 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,782,914 shares 5,782,914 $288M 0.06% +260,894 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,576,907 shares 1,576,907 $288M 0.06% +121,089 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 9,476,370 shares 9,476,370 $287M 0.06% -14,928 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 9,298,733 shares 9,298,733 $285M 0.06% -904,820 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,396,655 shares 5,396,655 $285M 0.06% +288,933 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,059,226 shares 2,059,226 $285M 0.06% +280,141 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,148,357 shares 1,148,357 $284M 0.06% +66,918 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,737 shares; 2024Q4: 75,017 shares; 2025Q1: 66,184 shares; 2025Q2: 60,508 shares; 2025Q3: 58,258 shares; 2025Q4: 56,349 shares; 2026Q1: 66,968 shares 66,968 $282M 0.06% +10,619 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,484,649 shares 4,484,649 $281M 0.06% -223,770 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; 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; 2026Q1: 3,955,743 shares 3,955,743 $281M 0.06% +29,662 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,913,110 shares 2,913,110 $281M 0.06% +440,831 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,709,181 shares 1,709,181 $281M 0.06% +40,872 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; 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; 2026Q1: 1,024,545 shares 1,024,545 $277M 0.06% +158,749 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345,099 shares; 2024Q4: 373,796 shares; 2025Q1: 405,446 shares; 2025Q2: 522,717 shares; 2025Q3: 454,436 shares; 2025Q4: 413,498 shares; 2026Q1: 405,616 shares 405,616 $277M 0.06% -7,882 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 7,420,376 shares 7,420,376 $276M 0.06% +2,879,118 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 934,829 shares; 2024Q4: 792,058 shares; 2025Q1: 840,401 shares; 2025Q2: 699,131 shares; 2025Q3: 707,637 shares; 2025Q4: 747,855 shares; 2026Q1: 749,477 shares 749,477 $275M 0.05% +1,622 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,506,132 shares 1,506,132 $273M 0.05% -45,577 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,649,451 shares 4,649,451 $272M 0.05% +801,560 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,560,317 shares 4,560,317 $272M 0.05% +1,077,332 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 609,536 shares; 2024Q4: 701,241 shares; 2025Q1: 627,821 shares; 2025Q2: 673,738 shares; 2025Q3: 735,067 shares; 2025Q4: 912,326 shares; 2026Q1: 853,087 shares 853,087 $271M 0.05% -59,239 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,028,190 shares 5,028,190 $268M 0.05% +96,581 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; 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; 2026Q1: 5,782,305 shares 5,782,305 $266M 0.05% +2,023,188 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,434 shares; 2024Q4: 5,575 shares; 2025Q1: 4,681 shares; 2025Q2: 148,583 shares; 2025Q3: 139,022 shares; 2025Q4: 199,611 shares; 2026Q1: 7,075,913 shares 7,075,913 $265M 0.05% +6,876,302 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,125,585 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; 2026Q1: 6,880,192 shares 6,880,192 $264M 0.05% +1,601,966 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 614,709 shares; 2024Q4: 834,438 shares; 2025Q1: 983,074 shares; 2025Q2: 966,157 shares; 2025Q3: 970,149 shares; 2025Q4: 938,177 shares; 2026Q1: 934,717 shares 934,717 $264M 0.05% -3,460 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,619,023 shares 2,619,023 $264M 0.05% +759,593 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,955,520 shares; 2024Q4: 1,984,920 shares; 2025Q1: 1,391,467 shares; 2025Q2: 1,236,136 shares; 2025Q3: 1,219,702 shares; 2025Q4: 2,407,870 shares; 2026Q1: 5,263,345 shares 5,263,345 $263M 0.05% +2,855,475 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,932,742 shares 1,932,742 $263M 0.05% -737,466 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 165 shares; 2025Q1: 166 shares; 2025Q2: 612,948 shares; 2025Q3: 1,588,197 shares; 2025Q4: 4,622,130 shares; 2026Q1: 7,633,916 shares 7,633,916 $263M 0.05% +3,011,786 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,954,859 shares 5,954,859 $260M 0.05% +23,999 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,456,727 shares 4,456,727 $259M 0.05% +333,215 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,709,436 shares 5,709,436 $259M 0.05% -16,221 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,852,742 shares 5,852,742 $258M 0.05% +500,184 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,604,070 shares 2,604,070 $258M 0.05% -524,197 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,711,021 shares 2,711,021 $257M 0.05% -5,644 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,152,305 shares 2,152,305 $255M 0.05% +56,799 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,656,580 shares; 2026Q1: 4,458,780 shares 4,458,780 $254M 0.05% -197,800 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,292,383 shares 2,292,383 $254M 0.05% +203,249 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 733,672 shares; 2024Q4: 855,442 shares; 2025Q1: 883,973 shares; 2025Q2: 866,190 shares; 2025Q3: 872,642 shares; 2025Q4: 897,144 shares; 2026Q1: 837,597 shares 837,597 $253M 0.05% -59,547 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,561,181 shares 2,561,181 $252M 0.05% +394,551 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,345,787 shares 5,345,787 $251M 0.05% -572,763 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; 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; 2026Q1: 3,789,666 shares 3,789,666 $251M 0.05% -200,643 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 8,618,176 shares 8,618,176 $251M 0.05% +1,834,243 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; 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; 2026Q1: 6,504,160 shares 6,504,160 $250M 0.05% -75,102 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 10,707,362 shares 10,707,362 $250M 0.05% -487,067 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,720,226 shares 2,720,226 $250M 0.05% -3,194,251 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 724,035 shares; 2024Q4: 738,397 shares; 2025Q1: 870,028 shares; 2025Q2: 975,126 shares; 2025Q3: 1,044,527 shares; 2025Q4: 814,989 shares; 2026Q1: 876,759 shares 876,759 $249M 0.05% +61,770 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,246,574 shares 1,246,574 $247M 0.05% +87,246 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,686,250 shares 4,686,250 $246M 0.05% +1,034,716 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,329,328 shares 1,329,328 $246M 0.05% -19,721 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 951,403 shares; 2024Q4: 751,370 shares; 2025Q1: 698,539 shares; 2025Q2: 874,262 shares; 2025Q3: 842,102 shares; 2025Q4: 963,663 shares; 2026Q1: 746,397 shares 746,397 $245M 0.05% -217,266 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; 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; 2026Q1: 7,060,548 shares 7,060,548 $243M 0.05% -146,241 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,120,940 shares 4,120,940 $242M 0.05% +1,187,487 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 769,190 shares 769,190 $242M 0.05% -19,505 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 12,528,791 shares 12,528,791 $242M 0.05% -220,977 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 7,235,449 shares 7,235,449 $241M 0.05% +1,387,613 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,589,957 shares 2,589,957 $240M 0.05% -306,327 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,819 shares; 2024Q4: 29,963 shares; 2025Q1: 34,666 shares; 2025Q2: 32,971 shares; 2025Q3: 36,934 shares; 2025Q4: 133,783 shares; 2026Q1: 341,410 shares 341,410 $240M 0.05% +207,627 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252,698 shares; 2024Q4: 341,284 shares; 2025Q1: 310,063 shares; 2025Q2: 297,781 shares; 2025Q3: 316,376 shares; 2025Q4: 381,271 shares; 2026Q1: 432,730 shares 432,730 $238M 0.05% +51,459 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,982,928 shares 1,982,928 $237M 0.05% -35,920 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,491,789 shares 3,491,789 $234M 0.05% -133,645 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,932,970 shares 1,932,970 $234M 0.05% +121,796 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,373,740 shares 1,373,740 $232M 0.05% -53,201 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 725,654 shares; 2024Q4: 829,236 shares; 2025Q1: 775,965 shares; 2025Q2: 747,241 shares; 2025Q3: 730,115 shares; 2025Q4: 777,074 shares; 2026Q1: 730,324 shares 730,324 $229M 0.05% -46,750 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,908,892 shares 4,908,892 $228M 0.05% +485,827 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 843,824 shares; 2024Q4: 846,782 shares; 2025Q1: 808,428 shares; 2025Q2: 827,701 shares; 2025Q3: 808,777 shares; 2025Q4: 829,628 shares; 2026Q1: 777,950 shares 777,950 $227M 0.05% -51,678 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,322,262 shares 5,322,262 $227M 0.05% +850,770 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,959,101 shares 1,959,101 $225M 0.04% -97,103 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,968,821 shares 2,968,821 $224M 0.04% +639,878 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,368,695 shares 2,368,695 $223M 0.04% +176,646 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,052,716 shares 1,052,716 $221M 0.04% +51,148 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,381,715 shares 1,381,715 $218M 0.04% -33,506 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,241,673 shares 2,241,673 $218M 0.04% +512,734 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,710,563 shares 2,710,563 $216M 0.04% +46,950 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 318,656 shares; 2024Q4: 392,666 shares; 2025Q1: 480,719 shares; 2025Q2: 499,123 shares; 2025Q3: 716,224 shares; 2025Q4: 1,023,888 shares; 2026Q1: 1,308,056 shares 1,308,056 $214M 0.04% +284,168 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,934,173 shares 3,934,173 $213M 0.04% -454,726 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; 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; 2026Q1: 3,443,405 shares 3,443,405 $213M 0.04% +690,569 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260,565 shares; 2024Q4: 264,720 shares; 2025Q1: 256,296 shares; 2025Q2: 261,707 shares; 2025Q3: 286,036 shares; 2025Q4: 287,645 shares; 2026Q1: 290,788 shares 290,788 $212M 0.04% +3,143 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not 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; 2026Q1: 4,137,407 shares 4,137,407 $210M 0.04% -142,331 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 629,882 shares; 2024Q4: 615,729 shares; 2025Q1: 598,471 shares; 2025Q2: 592,277 shares; 2025Q3: 631,663 shares; 2025Q4: 630,306 shares; 2026Q1: 588,192 shares 588,192 $210M 0.04% -42,114 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,250,719 shares 2,250,719 $209M 0.04% +18,572 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 7,097,181 shares 7,097,181 $209M 0.04% +1,279,638 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 892,017 shares; 2024Q4: 954,123 shares; 2025Q1: 943,441 shares; 2025Q2: 913,953 shares; 2025Q3: 815,722 shares; 2025Q4: 802,401 shares; 2026Q1: 764,772 shares 764,772 $208M 0.04% -37,629 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,589,628 shares 1,589,628 $208M 0.04% +68,730 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; 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; 2026Q1: 2,250,298 shares 2,250,298 $208M 0.04% -430,834 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; 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; 2026Q1: 4,129,415 shares 4,129,415 $207M 0.04% +267,860 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,233,642 shares 2,233,642 $206M 0.04% +249,841 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,056,056 shares 2,056,056 $206M 0.04% +37,111 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,486,477 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; 2026Q1: 7,517,389 shares 7,517,389 $204M 0.04% +2,775,287 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,103,656 shares 2,103,656 $203M 0.04% -188,764 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 574,580 shares; 2024Q4: 669,693 shares; 2025Q1: 704,551 shares; 2025Q2: 868,884 shares; 2025Q3: 865,845 shares; 2025Q4: 844,667 shares; 2026Q1: 845,066 shares 845,066 $203M 0.04% +399 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; 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; 2026Q1: 603,653 shares 603,653 $201M 0.04% +14,150 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 829,126 shares; 2024Q4: 613,143 shares; 2025Q1: 600,876 shares; 2025Q2: 719,374 shares; 2025Q3: 602,097 shares; 2025Q4: 743,028 shares; 2026Q1: 822,854 shares 822,854 $201M 0.04% +79,826 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 485,553 shares; 2024Q4: 538,685 shares; 2025Q1: 551,390 shares; 2025Q2: 525,100 shares; 2025Q3: 533,195 shares; 2025Q4: 575,517 shares; 2026Q1: 642,774 shares 642,774 $201M 0.04% +67,257 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 7,364,503 shares 7,364,503 $201M 0.04% +1,959,676 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,348,169 shares 4,348,169 $200M 0.04% -184,867 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,269,128 shares 1,269,128 $200M 0.04% +16,858 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,939,267 shares 3,939,267 $198M 0.04% +602,708 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84,201 shares; 2025Q2: 73,996 shares; 2025Q3: 54,650 shares; 2025Q4: 69,450 shares; 2026Q1: 309,105 shares 309,105 $196M 0.04% +239,655 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; 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; 2026Q1: 2,998,461 shares 2,998,461 $196M 0.04% -10,599 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,223,326 shares 3,223,326 $195M 0.04% -465,821 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,889,181 shares 2,889,181 $194M 0.04% -240,942 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,816,435 shares 1,816,435 $193M 0.04% -85,340 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,094,529 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; 2026Q1: 1,742,086 shares 1,742,086 $192M 0.04% +358,223 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 567,019 shares; 2024Q4: 518,498 shares; 2025Q1: 471,299 shares; 2025Q2: 488,448 shares; 2025Q3: 529,577 shares; 2025Q4: 549,845 shares; 2026Q1: 585,571 shares 585,571 $192M 0.04% +35,726 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,506,546 shares 3,506,546 $191M 0.04% -305,771 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,406,343 shares 1,406,343 $191M 0.04% -140,268 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,879,070 shares 2,879,070 $190M 0.04% +277,552 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 622,578 shares; 2024Q4: 548,385 shares; 2025Q1: 588,045 shares; 2025Q2: 670,746 shares; 2025Q3: 691,998 shares; 2025Q4: 708,823 shares; 2026Q1: 679,415 shares 679,415 $189M 0.04% -29,408 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,525,627 shares 2,525,627 $188M 0.04% -80,081 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 806,815 shares 806,815 $187M 0.04% -11,266 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,971,322 shares 2,971,322 $186M 0.04% -1,165,706 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,919,698 shares 4,919,698 $186M 0.04% +145,476 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,246,890 shares 2,246,890 $185M 0.04% +110,332 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,219,122 shares 1,219,122 $184M 0.04% -111,218 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 340,859 shares; 2024Q4: 464,517 shares; 2025Q1: 361,190 shares; 2025Q2: 679,015 shares; 2025Q3: 718,537 shares; 2025Q4: 719,984 shares; 2026Q1: 738,446 shares 738,446 $184M 0.04% +18,462 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 340,423 shares; 2024Q4: 341,278 shares; 2025Q1: 351,551 shares; 2025Q2: 375,075 shares; 2025Q3: 1,564,742 shares; 2025Q4: 692,501 shares; 2026Q1: 1,353,938 shares 1,353,938 $183M 0.04% +661,437 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,293,522 shares 1,293,522 $183M 0.04% -768,530 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; 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; 2026Q1: 5,625,575 shares 5,625,575 $182M 0.04% -347,211 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 967,816 shares; 2024Q4: 954,367 shares; 2025Q1: 1,310,079 shares; 2025Q2: 1,283,537 shares; 2025Q3: 2,389,592 shares; 2025Q4: 4,447,879 shares; 2026Q1: 6,902,314 shares 6,902,314 $181M 0.04% +2,454,435 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; 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; 2026Q1: 1,683,672 shares 1,683,672 $180M 0.04% +223,868 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; 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; 2026Q1: 3,613,292 shares 3,613,292 $180M 0.04% +765,835 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,320,145 shares 1,320,145 $180M 0.04% -47,807 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,374,408 shares 4,374,408 $180M 0.04% +79,478 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; 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; 2026Q1: 1,428,424 shares 1,428,424 $179M 0.04% -472,079 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; 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; 2026Q1: 2,561,107 shares 2,561,107 $177M 0.04% +1,005,700 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,188,287 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; 2026Q1: 3,476,130 shares 3,476,130 $177M 0.04% +221,903 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 728,233 shares 728,233 $177M 0.04% -206,666 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,036,005 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; 2026Q1: 2,198,127 shares 2,198,127 $176M 0.04% +844,603 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,132,394 shares 1,132,394 $176M 0.04% -27,438 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; 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; 2026Q1: 4,046,185 shares 4,046,185 $175M 0.03% -81,368 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; 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; 2026Q1: 149,966 shares 149,966 $174M 0.03% +3,923 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,724,258 shares 1,724,258 $174M 0.03% +30,747 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; 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; 2026Q1: 1,064,602 shares 1,064,602 $173M 0.03% -22,836 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,261,697 shares 4,261,697 $172M 0.03% +209,588 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 604,117 shares; 2024Q4: 607,272 shares; 2025Q1: 636,016 shares; 2025Q2: 626,842 shares; 2025Q3: 645,444 shares; 2025Q4: 641,940 shares; 2026Q1: 643,639 shares 643,639 $172M 0.03% +1,699 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230,277 shares; 2024Q4: 304,660 shares; 2025Q1: 328,761 shares; 2025Q2: 343,788 shares; 2025Q3: 342,257 shares; 2025Q4: 328,700 shares; 2026Q1: 354,005 shares 354,005 $172M 0.03% +25,305 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 642,154 shares; 2024Q4: 836,946 shares; 2025Q1: 875,989 shares; 2025Q2: 878,913 shares; 2025Q3: 932,842 shares; 2025Q4: 1,058,740 shares; 2026Q1: 1,182,937 shares 1,182,937 $172M 0.03% +124,197 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,977,577 shares 1,977,577 $171M 0.03% +77,569 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,077,795 shares 5,077,795 $170M 0.03% -412,173 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,548,706 shares 3,548,706 $170M 0.03% -544,623 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,432,802 shares 1,432,802 $170M 0.03% +173,373 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 977,346 shares 977,346 $169M 0.03% -77,603 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 427,797 shares; 2024Q4: 560,532 shares; 2025Q1: 571,086 shares; 2025Q2: 577,387 shares; 2025Q3: 586,454 shares; 2025Q4: 779,630 shares; 2026Q1: 819,871 shares 819,871 $169M 0.03% +40,241 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; 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; 2026Q1: 714,020 shares 714,020 $167M 0.03% -197,693 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,288,479 shares 3,288,479 $167M 0.03% +251,602 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 876,818 shares 876,818 $166M 0.03% -139,946 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,200,129 shares 1,200,129 $166M 0.03% -8,710 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,098,998 shares 2,098,998 $165M 0.03% +161,135 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 946,904 shares; 2024Q4: 846,634 shares; 2025Q1: 799,891 shares; 2025Q2: 852,006 shares; 2025Q3: 739,734 shares; 2025Q4: 724,564 shares; 2026Q1: 760,915 shares 760,915 $165M 0.03% +36,351 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; 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; 2026Q1: 15,125,247 shares 15,125,247 $165M 0.03% -249,281 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,415,115 shares 3,415,115 $165M 0.03% +673,372 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 432,725 shares; 2024Q4: 463,275 shares; 2025Q1: 608,953 shares; 2025Q2: 648,849 shares; 2025Q3: 934,740 shares; 2025Q4: 1,037,549 shares; 2026Q1: 1,089,452 shares 1,089,452 $164M 0.03% +51,903 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 470,213 shares; 2024Q4: 653,779 shares; 2025Q1: 768,631 shares; 2025Q2: 714,906 shares; 2025Q3: 728,321 shares; 2025Q4: 796,480 shares; 2026Q1: 709,483 shares 709,483 $164M 0.03% -86,997 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,994,740 shares 3,994,740 $163M 0.03% +110,043 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 7,876,877 shares 7,876,877 $161M 0.03% +48,664 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,226,103 shares 3,226,103 $160M 0.03% +191,112 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,149,580 shares 3,149,580 $160M 0.03% -80,317 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,235,235 shares 3,235,235 $160M 0.03% +118,796 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,204,300 shares 2,204,300 $160M 0.03% +579,361 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 838,559 shares; 2024Q4: 822,493 shares; 2025Q1: 658,988 shares; 2025Q2: 611,255 shares; 2025Q3: 646,952 shares; 2025Q4: 812,179 shares; 2026Q1: 1,343,384 shares 1,343,384 $159M 0.03% +531,205 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 163 shares; 2025Q1: 163 shares; 2025Q2: 145,814 shares; 2025Q3: 1,120,001 shares; 2025Q4: 2,755,585 shares; 2026Q1: 4,414,221 shares 4,414,221 $158M 0.03% +1,658,636 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,654,202 shares; 2024Q4: 1,557,645 shares; 2025Q1: 1,538,938 shares; 2025Q2: 1,386,414 shares; 2025Q3: 1,452,468 shares; 2025Q4: 1,454,804 shares; 2026Q1: 1,750,802 shares 1,750,802 $158M 0.03% +295,998 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; 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; 2026Q1: 6,857,331 shares 6,857,331 $157M 0.03% +412,554 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,912 shares; 2024Q4: 124,071 shares; 2025Q1: 142,772 shares; 2025Q2: 144,017 shares; 2025Q3: 157,421 shares; 2025Q4: 241,563 shares; 2026Q1: 266,610 shares 266,610 $157M 0.03% +25,047 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,212,755 shares 3,212,755 $156M 0.03% -194,291 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 638,697 shares; 2024Q4: 605,916 shares; 2025Q1: 679,254 shares; 2025Q2: 685,426 shares; 2025Q3: 648,440 shares; 2025Q4: 526,296 shares; 2026Q1: 566,553 shares 566,553 $156M 0.03% +40,257 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,619 shares; 2024Q4: 3,134 shares; 2025Q1: 27,846 shares; 2025Q2: 1,098,489 shares; 2025Q3: 1,439,855 shares; 2025Q4: 1,872,884 shares; 2026Q1: 3,121,357 shares 3,121,357 $156M 0.03% +1,248,473 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; 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; 2026Q1: 4,302,035 shares 4,302,035 $156M 0.03% -641,002 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,227,989 shares 1,227,989 $155M 0.03% +125,240 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,402,404 shares 1,402,404 $155M 0.03% +213,916 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 434,402 shares; 2024Q4: 504,735 shares; 2025Q1: 552,551 shares; 2025Q2: 717,409 shares; 2025Q3: 850,512 shares; 2025Q4: 934,180 shares; 2026Q1: 1,817,012 shares 1,817,012 $154M 0.03% +882,832 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,381,789 shares 1,381,789 $154M 0.03% +106,617 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 473,942 shares; 2024Q4: 466,710 shares; 2025Q1: 458,265 shares; 2025Q2: 463,874 shares; 2025Q3: 452,612 shares; 2025Q4: 426,355 shares; 2026Q1: 421,188 shares 421,188 $153M 0.03% -5,167 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 563,307 shares; 2024Q4: 571,918 shares; 2025Q1: 681,167 shares; 2025Q2: 721,648 shares; 2025Q3: 732,369 shares; 2025Q4: 722,422 shares; 2026Q1: 722,626 shares 722,626 $153M 0.03% +204 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 279,727 shares 279,727 $151M 0.03% +29,882 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,303,709 shares 1,303,709 $151M 0.03% +55,114 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; 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; 2026Q1: 693,231 shares 693,231 $150M 0.03% -499,641 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; 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; 2026Q1: 6,072,533 shares 6,072,533 $150M 0.03% -158,017 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 897,165 shares; 2024Q4: 1,347,336 shares; 2025Q1: 1,359,349 shares; 2025Q2: 1,059,216 shares; 2025Q3: 1,112,782 shares; 2025Q4: 1,222,540 shares; 2026Q1: 1,338,513 shares 1,338,513 $150M 0.03% +115,973 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,018,121 shares; 2024Q4: 881,577 shares; 2025Q1: 818,197 shares; 2025Q2: 763,642 shares; 2025Q3: 782,851 shares; 2025Q4: 790,176 shares; 2026Q1: 759,473 shares 759,473 $150M 0.03% -30,703 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,034,483 shares 1,034,483 $150M 0.03% -49,785 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 492,130 shares; 2025Q4: 2,893,082 shares; 2026Q1: 6,125,143 shares 6,125,143 $149M 0.03% +3,232,061 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; 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; 2026Q1: 243,400 shares 243,400 $147M 0.03% -15,479 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,569,045 shares 1,569,045 $147M 0.03% +166,899 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,558,447 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; 2026Q1: 3,215,358 shares 3,215,358 $146M 0.03% +237,569 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,886,506 shares 5,886,506 $146M 0.03% +195,414 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; 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; 2026Q1: 197,226 shares 197,226 $146M 0.03% -30,702 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600,201 shares; 2024Q4: 609,304 shares; 2025Q1: 710,795 shares; 2025Q2: 957,879 shares; 2025Q3: 965,851 shares; 2025Q4: 1,004,701 shares; 2026Q1: 1,004,572 shares 1,004,572 $146M 0.03% -129 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,521,293 shares 1,521,293 $145M 0.03% -241,894 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,654,013 shares 1,654,013 $145M 0.03% -29,329 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; 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; 2026Q1: 530,424 shares 530,424 $144M 0.03% +54,453 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 511,628 shares; 2025Q4: 2,334,375 shares; 2026Q1: 4,734,166 shares 4,734,166 $144M 0.03% +2,399,791 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 5,831,941 shares 5,831,941 $144M 0.03% +55,252 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 783,346 shares; 2024Q4: 679,796 shares; 2025Q1: 884,128 shares; 2025Q2: 678,506 shares; 2025Q3: 575,081 shares; 2025Q4: 756,426 shares; 2026Q1: 854,345 shares 854,345 $144M 0.03% +97,919 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 7,284,086 shares 7,284,086 $143M 0.03% +119,989 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; 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; 2026Q1: 1,037,052 shares 1,037,052 $142M 0.03% -163,583 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,263,395 shares 1,263,395 $141M 0.03% +106,631 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; 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; 2026Q1: 2,764,146 shares 2,764,146 $141M 0.03% +69,630 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 778,257 shares; 2024Q4: 799,797 shares; 2025Q1: 849,334 shares; 2025Q2: 813,983 shares; 2025Q3: 818,162 shares; 2025Q4: 813,334 shares; 2026Q1: 777,972 shares 777,972 $140M 0.03% -35,362 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,779,267 shares; 2024Q4: 1,677,910 shares; 2025Q1: 1,526,785 shares; 2025Q2: 1,694,989 shares; 2025Q3: 2,143,673 shares; 2025Q4: 2,431,046 shares; 2026Q1: 2,861,669 shares 2,861,669 $140M 0.03% +430,623 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,684 shares; 2024Q4: 26,151 shares; 2025Q1: 29,472 shares; 2025Q2: 32,572 shares; 2025Q3: 27,304 shares; 2025Q4: 44,170 shares; 2026Q1: 41,380 shares 41,380 $140M 0.03% -2,790 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 460,500 shares; 2024Q4: 554,056 shares; 2025Q1: 594,718 shares; 2025Q2: 587,587 shares; 2025Q3: 568,964 shares; 2025Q4: 590,775 shares; 2026Q1: 584,233 shares 584,233 $138M 0.03% -6,542 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; 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; 2026Q1: 3,087,356 shares 3,087,356 $138M 0.03% +60,529 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 412 shares; 2024Q4: 312,120 shares; 2025Q1: 257,733 shares; 2025Q2: 591,633 shares; 2025Q3: 882,057 shares; 2025Q4: 988,134 shares; 2026Q1: 1,224,459 shares 1,224,459 $137M 0.03% +236,325 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 361,596 shares; 2024Q4: 256,651 shares; 2025Q1: 237,712 shares; 2025Q2: 239,420 shares; 2025Q3: 183,406 shares; 2025Q4: 289,873 shares; 2026Q1: 352,445 shares 352,445 $137M 0.03% +62,572 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 809,081 shares 809,081 $137M 0.03% -253,175 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,493,580 shares 1,493,580 $137M 0.03% +10,556 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,561,995 shares 1,561,995 $136M 0.03% +303,921 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,559,032 shares; 2024Q4: 2,591,445 shares; 2025Q1: 2,586,746 shares; 2025Q2: 2,649,952 shares; 2025Q3: 2,732,171 shares; 2025Q4: 2,684,325 shares; 2026Q1: 2,468,590 shares 2,468,590 $136M 0.03% -215,735 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; 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; 2026Q1: 6,914,119 shares 6,914,119 $135M 0.03% -159,382 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 224,952 shares; 2025Q1: 535,518 shares; 2025Q2: 836,062 shares; 2025Q3: 1,595,977 shares; 2025Q4: 2,320,760 shares; 2026Q1: 2,620,622 shares 2,620,622 $134M 0.03% +299,862 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,642,599 shares 3,642,599 $134M 0.03% -349,450 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; 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; 2026Q1: 372,901 shares 372,901 $132M 0.03% +41,934 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 243,579 shares; 2024Q4: 206,321 shares; 2025Q1: 266,327 shares; 2025Q2: 286,477 shares; 2025Q3: 349,545 shares; 2025Q4: 322,982 shares; 2026Q1: 331,312 shares 331,312 $131M 0.03% +8,330 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,252,482 shares; 2024Q4: 1,292,077 shares; 2025Q1: 1,407,657 shares; 2025Q2: 1,704,476 shares; 2025Q3: 1,809,798 shares; 2025Q4: 2,058,236 shares; 2026Q1: 2,490,046 shares 2,490,046 $130M 0.03% +431,810 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,326,777 shares; 2024Q4: 3,351,689 shares; 2025Q1: 4,232,219 shares; 2025Q2: 4,381,699 shares; 2025Q3: 3,361,234 shares; 2025Q4: 2,983,805 shares; 2026Q1: 3,120,149 shares 3,120,149 $130M 0.03% +136,344 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 615,457 shares; 2024Q4: 450,643 shares; 2025Q1: 781,711 shares; 2025Q2: 840,964 shares; 2025Q3: 798,663 shares; 2025Q4: 1,023,489 shares; 2026Q1: 1,093,709 shares 1,093,709 $130M 0.03% +70,220 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,819,544 shares 1,819,544 $130M 0.03% -121,368 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 826,320 shares; 2024Q4: 725,652 shares; 2025Q1: 1,084,798 shares; 2025Q2: 1,669,881 shares; 2025Q3: 1,908,831 shares; 2025Q4: 2,021,864 shares; 2026Q1: 2,558,810 shares 2,558,810 $130M 0.03% +536,946 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 622,775 shares; 2024Q4: 609,794 shares; 2025Q1: 769,728 shares; 2025Q2: 671,473 shares; 2025Q3: 695,991 shares; 2025Q4: 689,857 shares; 2026Q1: 1,227,551 shares 1,227,551 $129M 0.03% +537,694 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,619,458 shares 1,619,458 $129M 0.03% -169,776 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,372,458 shares 1,372,458 $129M 0.03% -191,433 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,750,455 shares; 2024Q4: 2,299,634 shares; 2025Q1: 3,303,222 shares; 2025Q2: 3,646,139 shares; 2025Q3: 5,233,267 shares; 2025Q4: 6,154,081 shares; 2026Q1: 6,849,192 shares 6,849,192 $128M 0.03% +695,111 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,341,837 shares; 2024Q4: 1,270,378 shares; 2025Q1: 1,368,759 shares; 2025Q2: 1,322,458 shares; 2025Q3: 1,329,655 shares; 2025Q4: 1,284,587 shares; 2026Q1: 1,369,374 shares 1,369,374 $128M 0.03% +84,787 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; 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; 2026Q1: 1,709,153 shares 1,709,153 $128M 0.03% -10,508 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 954,827 shares; 2024Q4: 996,394 shares; 2025Q1: 981,278 shares; 2025Q2: 688,090 shares; 2025Q3: 777,679 shares; 2025Q4: 366,752 shares; 2026Q1: 325,412 shares 325,412 $127M 0.03% -41,340 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 268,761 shares; 2024Q4: 248,003 shares; 2025Q1: 260,797 shares; 2025Q2: 363,220 shares; 2025Q3: 753,757 shares; 2025Q4: 774,000 shares; 2026Q1: 616,121 shares 616,121 $127M 0.03% -157,879 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 957,104 shares; 2024Q4: 845,329 shares; 2025Q1: 1,203,011 shares; 2025Q2: 1,004,500 shares; 2025Q3: 1,022,623 shares; 2025Q4: 1,022,406 shares; 2026Q1: 1,172,863 shares 1,172,863 $127M 0.03% +150,457 Timeline