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AE Wealth Management LLC

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13F filer, CIK 1697723, TOPEKA, KS

AE Wealth Management LLC reported $17,422,680,826 across 2,454 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-26. Its ten largest share positions make up 21.8% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001697723-26-000001

Period
2025-12-31
Reported value
$17.4B
Holdings
2,454
Top 10 weight
21.8%
New
312
Sold out
136

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SIXOadded+3,921,306$136M
OCTWadded+2,217,654$86.5M
MSFTadded+151,592$73.3M
GSEPadded+1,604,379$62.2M
NVDAadded+274,737$51.2M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SIXPreduced-4,363,821-$138M
DECWreduced-2,287,415-$77.6M
GJULreduced-1,485,326-$61.4M
TMOreduced-63,724-$36.9M
QUALreduced-152,707-$30.3M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001697723-26-000001, largest first. % of portfolio is the value over $17,422,677,951, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BMIBADGER METER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,074 shares; 2025Q1: 1,091 shares; 2025Q2: 995 shares; 2025Q3: 1,139 shares; 2025Q4: 1,202 shares 1,202$210K<0.01%+63Timeline
APAMARTISAN PARTNERS ASSET MGMTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,386 shares; 2025Q2: 5,840 shares; 2025Q3: 6,697 shares; 2025Q4: 5,144 shares 5,144$210K<0.01%-1,553Timeline
XNEAXNUVEEN AMT FREE QLTY MUN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,304 shares; 2024Q4: 16,304 shares; 2025Q1: 17,304 shares; 2025Q2: 17,304 shares; 2025Q3: 17,341 shares; 2025Q4: 18,005 shares 18,005$209K<0.01%+664Timeline
MKCMCCORMICK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,775 shares; 2024Q4: 14,438 shares; 2025Q1: 94,767 shares; 2025Q2: 14,353 shares; 2025Q3: 14,682 shares; 2025Q4: 3,071 shares 3,071$209K<0.01%-11,611Timeline
DFISDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,430 shares; 2025Q1: 3,597 shares; 2025Q2: 3,428 shares; 2025Q3: 5,096 shares; 2025Q4: 6,315 shares 6,315$208K<0.01%+1,219Timeline
PDOPIMCO DYNAMIC INCOME OPRNTSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,347 shares; 2025Q3: 14,221 shares; 2025Q4: 15,030 shares 15,030$208K<0.01%+809Timeline
CGUSCAPITAL GROUP CORE EQUITY ETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,130 shares 5,130$206K<0.01%newTimeline
FLYWFLYWIRE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,657 shares; 2025Q2: 13,341 shares; 2025Q3: 13,510 shares; 2025Q4: 14,566 shares 14,566$206K<0.01%+1,056Timeline
XJUNFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,204 shares; 2024Q4: 7,825 shares; 2025Q1: 4,674 shares; 2025Q2: 4,653 shares; 2025Q3: 4,775 shares; 2025Q4: 4,792 shares 4,792$206K<0.01%+17Timeline
RSPTINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,342 shares; 2024Q4: 8,729 shares; 2025Q1: 10,494 shares; 2025Q2: 10,421 shares; 2025Q3: 8,711 shares; 2025Q4: 4,518 shares 4,518$206K<0.01%-4,193Timeline
UBSIUNITED BANKSHARES INC WEST VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,348 shares 5,348$205K<0.01%newTimeline
EALTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 140 shares; 2025Q2: 488 shares; 2025Q3: 1,016 shares; 2025Q4: 5,816 shares 5,816$205K<0.01%+4,800Timeline
PFLTPENNANTPARK FLOATING RATE CAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,230 shares; 2024Q4: 18,953 shares; 2025Q1: 18,225 shares; 2025Q2: 21,641 shares; 2025Q3: 21,794 shares; 2025Q4: 22,118 shares 22,118$205K<0.01%+324Timeline
VSTSVESTIS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,179 shares; 2025Q4: 30,657 shares 30,657$204K<0.01%+17,478Timeline
VODVODAFONE GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,631 shares; 2024Q4: 15,049 shares; 2025Q1: 16,841 shares; 2025Q2: 16,667 shares; 2025Q3: 15,684 shares; 2025Q4: 15,473 shares 15,473$204K<0.01%-211Timeline
VLUEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,952 shares; 2024Q4: 2,892 shares; 2025Q1: 2,691 shares; 2025Q2: 2,152 shares; 2025Q3: 1,475 shares; 2025Q4: 1,491 shares 1,491$204K<0.01%+16Timeline
APLDAPPLIED DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,289 shares 8,289$203K<0.01%newTimeline
IJTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,115 shares; 2025Q1: 1,196 shares; 2025Q2: 1,030 shares; 2025Q3: 1,507 shares; 2025Q4: 1,439 shares 1,439$203K<0.01%-68Timeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,675 shares; 2024Q4: 14,702 shares; 2025Q1: 14,575 shares; 2025Q2: 1,611 shares; 2025Q3: 1,722 shares; 2025Q4: 1,310 shares 1,310$203K<0.01%-412Timeline
FISFIDELITY NATL INFORMATION SVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,045 shares 3,045$202K<0.01%newTimeline
FUMBFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 455 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,103 shares; 2025Q4: 10,087 shares 10,087$202K<0.01%+4,984Timeline
GDDYGODADDY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,509 shares; 2024Q4: 9,745 shares; 2025Q1: 9,453 shares; 2025Q2: 9,386 shares; 2025Q3: not reported; 2025Q4: 1,627 shares 1,627$202K<0.01%newTimeline
TMTOYOTA MOTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 942 shares 942$202K<0.01%newTimeline
BWFGBANKWELL FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,392 shares 4,392$201K<0.01%newTimeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,132 shares; 2025Q3: 1,147 shares; 2025Q4: 699 shares 699$201K<0.01%-448Timeline
JGROJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 274 shares; 2025Q2: 934 shares; 2025Q3: 934 shares; 2025Q4: 2,146 shares 2,146$199K<0.01%+1,212Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,280 shares; 2025Q1: 1,824 shares; 2025Q2: 2,595 shares; 2025Q3: 2,664 shares; 2025Q4: 2,844 shares 2,844$198K<0.01%+180Timeline
JBLUJETBLUE AIRWAYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,770 shares; 2024Q4: 45,755 shares; 2025Q1: 40,098 shares; 2025Q2: 33,010 shares; 2025Q3: 33,818 shares; 2025Q4: 43,113 shares 43,113$196K<0.01%+9,295Timeline
FEBWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,854 shares; 2024Q4: 7,804 shares; 2025Q1: 7,165 shares; 2025Q2: 8,299 shares; 2025Q3: 6,279 shares; 2025Q4: 5,627 shares 5,627$191K<0.01%-652Timeline
HEQTSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,969 shares; 2025Q1: 8,468 shares; 2025Q2: 6,727 shares; 2025Q3: 6,662 shares; 2025Q4: 5,932 shares 5,932$190K<0.01%-730Timeline
LRNZELEVATION SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,711 shares; 2025Q3: 1,844 shares; 2025Q4: 3,984 shares 3,984$190K<0.01%+2,140Timeline
FEBMFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,934 shares; 2025Q2: 6,164 shares; 2025Q3: 6,244 shares; 2025Q4: 6,244 shares 6,244$190K<0.01%0Timeline
LUMNLUMEN TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,116 shares; 2025Q2: 20,973 shares; 2025Q3: 25,453 shares; 2025Q4: 24,188 shares 24,188$188K<0.01%-1,265Timeline
SCHISCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,344 shares; 2025Q1: 3,630 shares; 2025Q2: 4,619 shares; 2025Q3: 8,997 shares; 2025Q4: 8,175 shares 8,175$188K<0.01%-822Timeline
RWOSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,080 shares; 2024Q4: 7,107 shares; 2025Q1: 6,535 shares; 2025Q2: 5,653 shares; 2025Q3: 4,088 shares; 2025Q4: 4,151 shares 4,151$187K<0.01%+63Timeline
NMARINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,398 shares; 2025Q2: 6,298 shares; 2025Q3: 6,298 shares; 2025Q4: 6,298 shares 6,298$186K<0.01%0Timeline
BBUSJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 119 shares; 2025Q2: 43 shares; 2025Q3: 98 shares; 2025Q4: 1,507 shares 1,507$186K<0.01%+1,409Timeline
HLNHALEON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,471 shares; 2024Q4: 18,137 shares; 2025Q1: 19,323 shares; 2025Q2: 20,391 shares; 2025Q3: 20,196 shares; 2025Q4: 18,311 shares 18,311$185K<0.01%-1,885Timeline
PFFDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,259 shares; 2024Q4: 10,125 shares; 2025Q1: 10,437 shares; 2025Q2: 10,900 shares; 2025Q3: 11,113 shares; 2025Q4: 9,712 shares 9,712$184K<0.01%-1,401Timeline
LITGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,680 shares; 2025Q1: 2,659 shares; 2025Q2: 2,633 shares; 2025Q3: 3,362 shares; 2025Q4: 2,827 shares 2,827$183K<0.01%-535Timeline
IGPTINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,182 shares; 2025Q1: 3,182 shares; 2025Q2: 3,082 shares; 2025Q3: 3,082 shares; 2025Q4: 3,082 shares 3,082$183K<0.01%0Timeline
DIVOAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,736 shares; 2025Q1: 2,360 shares; 2025Q2: 2,346 shares; 2025Q3: 2,704 shares; 2025Q4: 4,092 shares 4,092$182K<0.01%+1,388Timeline
XRMMXRIVERNORTH MANAGED DUR MUN IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,235 shares; 2024Q4: 13,235 shares; 2025Q1: 13,300 shares; 2025Q2: 13,300 shares; 2025Q3: 13,300 shares; 2025Q4: 13,300 shares 13,300$181K<0.01%0Timeline
SANBANCO SANTANDER SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,341 shares; 2024Q4: not reported; 2025Q1: 10,995 shares; 2025Q2: 18,472 shares; 2025Q3: 13,756 shares; 2025Q4: 15,355 shares 15,355$180K<0.01%+1,599Timeline
GNWGENWORTH FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,415 shares; 2025Q4: 19,911 shares 19,911$180K<0.01%+7,496Timeline
KJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 700 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 5,655 shares; 2025Q4: 5,655 shares 5,655$179K<0.01%0Timeline
RINGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 675 shares; 2025Q1: 415 shares; 2025Q2: 416 shares; 2025Q3: 416 shares; 2025Q4: 2,425 shares 2,425$179K<0.01%+2,009Timeline
DIVBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 130 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,468 shares; 2025Q4: 3,341 shares 3,341$178K<0.01%-127Timeline
GDEWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,958 shares; 2025Q4: 2,875 shares 2,875$177K<0.01%+917Timeline
KRESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,930 shares; 2025Q1: 2,484 shares; 2025Q2: 2,042 shares; 2025Q3: 2,322 shares; 2025Q4: 2,728 shares 2,728$177K<0.01%+406Timeline
SIXFAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 258 shares; 2025Q1: 539,957 shares; 2025Q2: 536,642 shares; 2025Q3: 532,851 shares; 2025Q4: 5,439 shares 5,439$174K<0.01%-527,412Timeline
APRWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,292 shares; 2024Q4: 14,674 shares; 2025Q1: 50,022 shares; 2025Q2: 48,087 shares; 2025Q3: 6,828 shares; 2025Q4: 4,919 shares 4,919$171K<0.01%-1,909Timeline
VWOBVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,231 shares; 2025Q1: 855 shares; 2025Q2: 1,225 shares; 2025Q3: 736 shares; 2025Q4: 2,538 shares 2,538$171K<0.01%+1,802Timeline
LEMBISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 329 shares; 2025Q4: 4,091 shares 4,091$170K<0.01%+3,762Timeline
CWKCUSHMAN AND WAKEFIELD LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,480 shares 10,480$170K<0.01%newTimeline
EVUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,321 shares; 2025Q4: 5,294 shares 5,294$170K<0.01%+2,973Timeline
EESWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,409 shares; 2024Q4: 3,087 shares; 2025Q1: 2,431 shares; 2025Q2: 2,309 shares; 2025Q3: 2,610 shares; 2025Q4: 2,974 shares 2,974$169K<0.01%+364Timeline
MAGSLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,382 shares; 2025Q1: 9,932 shares; 2025Q2: not reported; 2025Q3: 2,205 shares; 2025Q4: 2,561 shares 2,561$169K<0.01%+356Timeline
AVNSAVANOS MED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,842 shares; 2025Q4: 14,861 shares 14,861$167K<0.01%+2,019Timeline
JOBYJOBY AVIATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,967 shares; 2025Q4: 12,632 shares 12,632$167K<0.01%+665Timeline
LVHILEGG MASON ETF INVTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 203 shares; 2025Q1: 138,114 shares; 2025Q2: not reported; 2025Q3: 41,273 shares; 2025Q4: 4,524 shares 4,524$167K<0.01%-36,749Timeline
KRPKIMBELL RTY PARTNERS LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,860 shares; 2024Q4: 16,073 shares; 2025Q1: 15,973 shares; 2025Q2: 15,973 shares; 2025Q3: 15,965 shares; 2025Q4: 13,965 shares 13,965$164K<0.01%-2,000Timeline
FSCOFS CREDIT OPPORTUNITIES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,417 shares; 2024Q4: 17,602 shares; 2025Q1: 15,722 shares; 2025Q2: 21,821 shares; 2025Q3: 27,293 shares; 2025Q4: 25,941 shares 25,941$163K<0.01%-1,352Timeline
MMTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 559 shares 559$163K<0.01%newTimeline
FNDASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,048 shares; 2025Q1: 4,266 shares; 2025Q2: 3,542 shares; 2025Q3: 3,563 shares; 2025Q4: 5,138 shares 5,138$162K<0.01%+1,575Timeline
VCRBVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,077 shares; 2025Q2: 1,585 shares; 2025Q3: 1,878 shares; 2025Q4: 2,076 shares 2,076$162K<0.01%+198Timeline
JHMDJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,380 shares; 2025Q4: 3,890 shares 3,890$162K<0.01%+510Timeline
JMUBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,333 shares; 2025Q1: 1,402 shares; 2025Q2: 1,260 shares; 2025Q3: 1,889 shares; 2025Q4: 3,193 shares 3,193$161K<0.01%+1,304Timeline
SILGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 678 shares; 2025Q1: 784 shares; 2025Q2: 995 shares; 2025Q3: 1,815 shares; 2025Q4: 1,927 shares 1,927$161K<0.01%+112Timeline
UJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,423 shares; 2025Q1: 3,362 shares; 2025Q2: 2,481 shares; 2025Q3: 2,572 shares; 2025Q4: 3,717 shares 3,717$161K<0.01%+1,145Timeline
OUSAALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,405 shares; 2025Q1: 2,405 shares; 2025Q2: 2,405 shares; 2025Q3: 2,606 shares; 2025Q4: 2,769 shares 2,769$160K<0.01%+163Timeline
NODKNI HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,160 shares; 2025Q4: 11,906 shares 11,906$158K<0.01%+746Timeline
MSTYTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,346 shares 5,346$158K<0.01%newTimeline
IDECINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,878 shares 4,878$158K<0.01%newTimeline
RGPRESOURCES CONNECTION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,645 shares; 2025Q2: 41,988 shares; 2025Q3: 30,110 shares; 2025Q4: 31,191 shares 31,191$157K<0.01%+1,081Timeline
ACWIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 734 shares; 2025Q1: 715 shares; 2025Q2: 715 shares; 2025Q3: 857 shares; 2025Q4: 1,107 shares 1,107$157K<0.01%+250Timeline
RBKBRHINEBECK BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,946 shares; 2025Q4: 13,026 shares 13,026$157K<0.01%+1,080Timeline
AEGAEGON LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,284 shares; 2024Q4: 20,284 shares; 2025Q1: 20,284 shares; 2025Q2: 21,518 shares; 2025Q3: 20,284 shares; 2025Q4: 20,284 shares 20,284$156K<0.01%0Timeline
ASLEAERSALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,917 shares 21,917$156K<0.01%newTimeline
DCORDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 467 shares; 2025Q1: 331 shares; 2025Q2: 331 shares; 2025Q3: 331 shares; 2025Q4: 2,107 shares 2,107$155K<0.01%+1,776Timeline
IYJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,929 shares; 2024Q4: 2,630 shares; 2025Q1: 2,041 shares; 2025Q2: 2,081 shares; 2025Q3: 2,041 shares; 2025Q4: 1,041 shares 1,041$154K<0.01%-1,000Timeline
ARKQARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,164 shares; 2025Q1: 1,657 shares; 2025Q2: 1,193 shares; 2025Q3: 1,316 shares; 2025Q4: 1,345 shares 1,345$154K<0.01%+29Timeline
LVHDLEGG MASON ETF INVTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,092 shares; 2025Q4: 3,842 shares 3,842$153K<0.01%-250Timeline
HYGWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,877 shares; 2024Q4: 94,453 shares; 2025Q1: 136,364 shares; 2025Q2: 6,844 shares; 2025Q3: 5,034 shares; 2025Q4: 5,103 shares 5,103$152K<0.01%+69Timeline
VISVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 583 shares; 2025Q1: 797 shares; 2025Q2: 684 shares; 2025Q3: 507 shares; 2025Q4: 502 shares 502$150K<0.01%-5Timeline
SCHYSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 93 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,995 shares; 2025Q4: 4,995 shares 4,995$149K<0.01%0Timeline
UAUGINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,936 shares; 2025Q1: 3,692 shares; 2025Q2: 2,316 shares; 2025Q3: 3,081 shares; 2025Q4: 3,724 shares 3,724$149K<0.01%+643Timeline
UTESETFIS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,878 shares 1,878$148K<0.01%newTimeline
XSMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,845 shares; 2025Q1: 1,931 shares; 2025Q2: 1,962 shares; 2025Q3: 1,962 shares; 2025Q4: 2,048 shares 2,048$147K<0.01%+86Timeline
BBBIBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9 shares; 2025Q4: 2,832 shares 2,832$147K<0.01%+2,823Timeline
ROBTFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,525 shares; 2024Q4: 3,626 shares; 2025Q1: 3,179 shares; 2025Q2: 2,833 shares; 2025Q3: 2,840 shares; 2025Q4: 2,837 shares 2,837$147K<0.01%-3Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,680 shares; 2025Q1: 5,307 shares; 2025Q2: 4,304 shares; 2025Q3: 5,787 shares; 2025Q4: 6,975 shares 6,975$146K<0.01%+1,188Timeline
FTRIFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,587 shares; 2024Q4: 15,215 shares; 2025Q1: 10,283 shares; 2025Q2: 10,077 shares; 2025Q3: 9,542 shares; 2025Q4: 9,291 shares 9,291$146K<0.01%-251Timeline
IBDRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 628 shares; 2025Q1: 628 shares; 2025Q2: 628 shares; 2025Q3: 4,473 shares; 2025Q4: 5,992 shares 5,992$145K<0.01%+1,519Timeline
TSPAT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,362 shares; 2025Q3: 2,948 shares; 2025Q4: 3,377 shares 3,377$144K<0.01%+429Timeline
TBITRUEBLUE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,643 shares; 2025Q1: 19,616 shares; 2025Q2: 19,593 shares; 2025Q3: 26,960 shares; 2025Q4: 31,746 shares 31,746$144K<0.01%+4,786Timeline
QCAPFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,520 shares; 2025Q1: 5,520 shares; 2025Q2: 5,520 shares; 2025Q3: 5,520 shares; 2025Q4: 6,020 shares 6,020$143K<0.01%+500Timeline
BUYWNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 134,799 shares; 2025Q1: 50,220 shares; 2025Q2: 4,760 shares; 2025Q3: 12,043 shares; 2025Q4: 9,958 shares 9,958$143K<0.01%-2,085Timeline
BF-BBROWN FORMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,469 shares 5,469$143K<0.01%newTimeline
AAPRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,055 shares; 2025Q1: 3,055 shares; 2025Q2: 4,616 shares; 2025Q3: 4,528 shares; 2025Q4: 5,008 shares 5,008$142K<0.01%+480Timeline
UFEBINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,361 shares; 2025Q1: 6,576 shares; 2025Q2: 4,232 shares; 2025Q3: 3,991 shares; 2025Q4: 3,852 shares 3,852$142K<0.01%-139Timeline
DDECFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,477 shares; 2024Q4: 24,240 shares; 2025Q1: 11,096 shares; 2025Q2: 3,065 shares; 2025Q3: 3,142 shares; 2025Q4: 3,142 shares 3,142$142K<0.01%0Timeline
SEVNSEVEN HILLS REALTY TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,115 shares; 2025Q4: 15,779 shares 15,779$140K<0.01%+1,664Timeline
SGDMSPROTT ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,014 shares 2,014$140K<0.01%newTimeline
MARAMARA HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,600 shares 15,600$140K<0.01%newTimeline
RPHSTWO RDS SHARED TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,347 shares; 2024Q4: 15,538 shares; 2025Q1: 15,307 shares; 2025Q2: 15,542 shares; 2025Q3: 13,608 shares; 2025Q4: 13,737 shares 13,737$140K<0.01%+129Timeline
FXOFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,014 shares; 2025Q1: 2,010 shares; 2025Q2: 1,756 shares; 2025Q3: 1,762 shares; 2025Q4: 2,299 shares 2,299$139K<0.01%+537Timeline
TANINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 805 shares; 2025Q1: 669 shares; 2025Q2: 723 shares; 2025Q3: 2,584 shares; 2025Q4: 2,814 shares 2,814$138K<0.01%+230Timeline
XMAGTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,112 shares 6,112$138K<0.01%newTimeline
ISTBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,695 shares; 2025Q1: 1,701 shares; 2025Q2: 943 shares; 2025Q3: 943 shares; 2025Q4: 2,810 shares 2,810$137K<0.01%+1,867Timeline
DTDWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,250 shares; 2025Q1: 1,251 shares; 2025Q2: 1,402 shares; 2025Q3: 1,402 shares; 2025Q4: 1,591 shares 1,591$135K<0.01%+189Timeline
BILSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,031 shares; 2025Q1: 1,998 shares; 2025Q2: 2,031 shares; 2025Q3: 1,527 shares; 2025Q4: 1,360 shares 1,360$135K<0.01%-167Timeline
IJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 825 shares; 2025Q1: 1,055 shares; 2025Q2: 1,055 shares; 2025Q3: 2,515 shares; 2025Q4: 3,723 shares 3,723$135K<0.01%+1,208Timeline
UAAUNDER ARMOUR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,073 shares 27,073$135K<0.01%newTimeline
MTBASIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55 shares; 2025Q1: 73,512 shares; 2025Q2: 4,175 shares; 2025Q3: 4,646 shares; 2025Q4: 2,661 shares 2,661$134K<0.01%-1,985Timeline
BITOPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 136 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,989 shares 10,989$134K<0.01%newTimeline
SRETGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,082 shares; 2025Q1: 2,703 shares; 2025Q2: 3,529 shares; 2025Q3: 6,532 shares; 2025Q4: 6,087 shares 6,087$133K<0.01%-445Timeline
PGXINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 493,389 shares; 2024Q4: 202,354 shares; 2025Q1: 80,812 shares; 2025Q2: 16,119 shares; 2025Q3: 12,384 shares; 2025Q4: 11,786 shares 11,786$132K<0.01%-598Timeline
AHRTAH RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,883 shares; 2025Q4: 19,918 shares 19,918$132K<0.01%+35Timeline
BDNBRANDYWINE RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,182 shares; 2024Q4: 38,195 shares; 2025Q1: 33,681 shares; 2025Q2: 31,498 shares; 2025Q3: 37,962 shares; 2025Q4: 45,109 shares 45,109$132K<0.01%+7,147Timeline
FTQIFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,806 shares; 2025Q1: 1,827 shares; 2025Q2: 1,848 shares; 2025Q3: 1,868 shares; 2025Q4: 6,285 shares 6,285$131K<0.01%+4,417Timeline
GNRSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,560 shares; 2025Q1: 838 shares; 2025Q2: 838 shares; 2025Q3: 838 shares; 2025Q4: 2,093 shares 2,093$130K<0.01%+1,255Timeline
DLSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,746 shares; 2025Q1: 1,591 shares; 2025Q2: 1,432 shares; 2025Q3: 1,382 shares; 2025Q4: 1,599 shares 1,599$130K<0.01%+217Timeline
FNDESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,559 shares; 2025Q1: 3,007 shares; 2025Q2: 2,038 shares; 2025Q3: 2,336 shares; 2025Q4: 3,558 shares 3,558$128K<0.01%+1,222Timeline
CRFCORNERSTONE TOTAL RETURN FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,554 shares; 2025Q1: 14,873 shares; 2025Q2: 14,873 shares; 2025Q3: 14,369 shares; 2025Q4: 16,014 shares 16,014$128K<0.01%+1,645Timeline
DAPRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,180 shares; 2024Q4: 24,823 shares; 2025Q1: 12,225 shares; 2025Q2: 3,827 shares; 2025Q3: 3,260 shares; 2025Q4: 3,260 shares 3,260$128K<0.01%0Timeline
IMTMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,906 shares; 2025Q1: 1,946 shares; 2025Q2: 2,223 shares; 2025Q3: 2,211 shares; 2025Q4: 2,670 shares 2,670$128K<0.01%+459Timeline
WTMFWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,889 shares; 2025Q1: 3,112 shares; 2025Q2: 2,210 shares; 2025Q3: 2,252 shares; 2025Q4: 3,361 shares 3,361$128K<0.01%+1,109Timeline
AJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,763 shares; 2025Q1: 5,763 shares; 2025Q2: 4,563 shares; 2025Q3: 4,563 shares; 2025Q4: 4,563 shares 4,563$127K<0.01%0Timeline
QQMGINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 847 shares; 2025Q1: 869 shares; 2025Q2: 783 shares; 2025Q3: 2,283 shares; 2025Q4: 2,990 shares 2,990$127K<0.01%+707Timeline
TFISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,119 shares; 2025Q1: 1,852 shares; 2025Q2: 1,964 shares; 2025Q3: 2,622 shares; 2025Q4: 2,763 shares 2,763$126K<0.01%+141Timeline
QHYWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,855 shares; 2025Q1: 1,920 shares; 2025Q2: 1,782 shares; 2025Q3: 1,829 shares; 2025Q4: 2,713 shares 2,713$126K<0.01%+884Timeline
UAUNDER ARMOUR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,244 shares 26,244$126K<0.01%newTimeline
KAPRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,414 shares; 2025Q1: 4,154 shares; 2025Q2: 3,529 shares; 2025Q3: 3,660 shares; 2025Q4: 3,558 shares 3,558$125K<0.01%-102Timeline
DFGXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,162 shares; 2025Q4: 2,374 shares 2,374$125K<0.01%+1,212Timeline
GPIXGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,365 shares 2,365$125K<0.01%newTimeline
ACREARES COML REAL ESTATE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,989 shares; 2025Q4: 25,836 shares 25,836$123K<0.01%+1,847Timeline
EWJISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,426 shares; 2025Q1: 1,254 shares; 2025Q2: 1,461 shares; 2025Q3: 1,377 shares; 2025Q4: 1,526 shares 1,526$123K<0.01%+149Timeline
ALITALIGHT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,290 shares; 2024Q4: 21,231 shares; 2025Q1: 17,826 shares; 2025Q2: 43,154 shares; 2025Q3: 64,617 shares; 2025Q4: 63,167 shares 63,167$123K<0.01%-1,450Timeline
SCHOSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,802 shares; 2025Q1: 23,230 shares; 2025Q2: 6,882 shares; 2025Q3: 4,577 shares; 2025Q4: 5,054 shares 5,054$123K<0.01%+477Timeline
SMAXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,424,423 shares; 2025Q1: 588,211 shares; 2025Q2: not reported; 2025Q3: 6,724 shares; 2025Q4: 4,551 shares 4,551$123K<0.01%-2,173Timeline
VIGIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 755 shares; 2025Q1: 755 shares; 2025Q2: 1,090 shares; 2025Q3: 1,395 shares; 2025Q4: 1,340 shares 1,340$123K<0.01%-55Timeline
NVDYTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 914 shares; 2025Q1: 931 shares; 2025Q2: 1,319 shares; 2025Q3: 1,295 shares; 2025Q4: 8,324 shares 8,324$122K<0.01%+7,029Timeline
PRFZINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,280 shares; 2025Q1: 2,263 shares; 2025Q2: 2,648 shares; 2025Q3: 2,643 shares; 2025Q4: 2,642 shares 2,642$121K<0.01%-1Timeline
RPVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 774 shares; 2025Q1: 774 shares; 2025Q2: 814 shares; 2025Q3: 774 shares; 2025Q4: 1,172 shares 1,172$121K<0.01%+398Timeline
DESWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,348 shares; 2025Q1: 3,445 shares; 2025Q2: 3,873 shares; 2025Q3: 3,873 shares; 2025Q4: 3,587 shares 3,587$120K<0.01%-286Timeline
KOMPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,390 shares; 2025Q1: 2,306 shares; 2025Q2: 1,544 shares; 2025Q3: 1,677 shares; 2025Q4: 1,991 shares 1,991$119K<0.01%+314Timeline
FNOVFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,870 shares; 2024Q4: 24,671 shares; 2025Q1: 24,052 shares; 2025Q2: 2,941 shares; 2025Q3: 2,698 shares; 2025Q4: 2,167 shares 2,167$119K<0.01%-531Timeline
FIVAFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,138 shares; 2025Q1: 3,398 shares; 2025Q2: 3,238 shares; 2025Q3: 3,271 shares; 2025Q4: 3,446 shares 3,446$118K<0.01%+175Timeline
FOXFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,816 shares 1,816$118K<0.01%newTimeline
QSPTFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,274 shares; 2025Q1: 4,194 shares; 2025Q2: 3,716 shares; 2025Q3: 3,716 shares; 2025Q4: 3,716 shares 3,716$118K<0.01%0Timeline
UHAL-BU HAUL HOLDING COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,916 shares; 2025Q4: 2,518 shares 2,518$118K<0.01%-1,398Timeline
SOXQINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,592 shares; 2025Q1: 2,766 shares; 2025Q2: 2,857 shares; 2025Q3: 2,303 shares; 2025Q4: 2,094 shares 2,094$117K<0.01%-209Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,555 shares; 2025Q1: 2,171 shares; 2025Q2: 171 shares; 2025Q3: 2,627 shares; 2025Q4: 3,522 shares 3,522$117K<0.01%+895Timeline
LEGRFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,760 shares; 2025Q1: 2,396 shares; 2025Q2: 2,105 shares; 2025Q3: 2,001 shares; 2025Q4: 1,956 shares 1,956$116K<0.01%-45Timeline
CGMUCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,230 shares 4,230$116K<0.01%newTimeline
GMUBGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,257 shares 2,257$116K<0.01%newTimeline
SLVPISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,284 shares; 2025Q1: 1,594 shares; 2025Q2: 2,136 shares; 2025Q3: 2,321 shares; 2025Q4: 3,358 shares 3,358$115K<0.01%+1,037Timeline
XDECFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,517 shares; 2024Q4: 15,731 shares; 2025Q1: 2,754 shares; 2025Q2: 2,504 shares; 2025Q3: 2,799 shares; 2025Q4: 2,799 shares 2,799$115K<0.01%0Timeline
PSFFPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,890 shares; 2025Q4: 3,514 shares 3,514$114K<0.01%-376Timeline
BBJPJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,237 shares; 2025Q1: 880 shares; 2025Q2: 886 shares; 2025Q3: 1,454 shares; 2025Q4: 1,722 shares 1,722$114K<0.01%+268Timeline
CGHMCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,454 shares 4,454$113K<0.01%newTimeline
VSGXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 608 shares; 2025Q4: 1,580 shares 1,580$113K<0.01%+972Timeline
SPYXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,921 shares; 2025Q1: 1,920 shares; 2025Q2: 1,920 shares; 2025Q3: 1,920 shares; 2025Q4: 2,012 shares 2,012$113K<0.01%+92Timeline
PWBINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 959 shares; 2025Q3: 958 shares; 2025Q4: 887 shares 887$113K<0.01%-71Timeline
HYDVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,286 shares; 2024Q4: 3,024 shares; 2025Q1: 4,732 shares; 2025Q2: 1,330 shares; 2025Q3: 1,280 shares; 2025Q4: 2,205 shares 2,205$113K<0.01%+925Timeline
GDXJVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 236 shares; 2025Q1: 297 shares; 2025Q2: 259 shares; 2025Q3: 294 shares; 2025Q4: 989 shares 989$113K<0.01%+695Timeline
DOGGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,265 shares; 2025Q4: 5,383 shares 5,383$112K<0.01%+118Timeline
EEMVISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,795 shares; 2025Q1: 1,909 shares; 2025Q2: 1,854 shares; 2025Q3: 1,778 shares; 2025Q4: 1,746 shares 1,746$112K<0.01%-32Timeline
RSPNINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,748 shares; 2025Q1: 1,747 shares; 2025Q2: 1,972 shares; 2025Q3: 1,972 shares; 2025Q4: 1,972 shares 1,972$112K<0.01%0Timeline
IVOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 376 shares; 2025Q3: 769 shares; 2025Q4: 993 shares 993$111K<0.01%+224Timeline
DBEFDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,292 shares; 2024Q4: 21,701 shares; 2025Q1: 19,839 shares; 2025Q2: 18,854 shares; 2025Q3: 1,781 shares; 2025Q4: 2,305 shares 2,305$111K<0.01%+524Timeline
FBRTFRANKLIN BSP RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,284 shares; 2024Q4: not reported; 2025Q1: 12,819 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,952 shares 10,952$110K<0.01%newTimeline
NTRLFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,902 shares; 2024Q4: 15,787 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,292 shares; 2025Q4: 5,292 shares 5,292$109K<0.01%0Timeline
CONYTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,741 shares 2,741$108K<0.01%newTimeline
DBAINVESCO DB MULTI-SECTOR COMMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,109 shares; 2025Q4: 4,208 shares 4,208$107K<0.01%+99Timeline
XSDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 321 shares; 2025Q1: 322 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 332 shares 332$107K<0.01%+47Timeline
EJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,085 shares; 2025Q1: 1,085 shares; 2025Q2: 1,085 shares; 2025Q3: 2,494 shares; 2025Q4: 3,590 shares 3,590$106K<0.01%+1,096Timeline
TLTWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 925 shares; 2025Q1: 11,209 shares; 2025Q2: 1,325 shares; 2025Q3: 3,025 shares; 2025Q4: 4,679 shares 4,679$106K<0.01%+1,654Timeline
PTNQPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 950 shares; 2025Q1: 953 shares; 2025Q2: 953 shares; 2025Q3: 744 shares; 2025Q4: 1,344 shares 1,344$106K<0.01%+600Timeline
BLESNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,285 shares; 2025Q1: 1,282 shares; 2025Q2: 2,384 shares; 2025Q3: 2,449 shares; 2025Q4: 2,441 shares 2,441$105K<0.01%-8Timeline
ITMVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 475 shares; 2025Q3: 1,075 shares; 2025Q4: 2,229 shares 2,229$105K<0.01%+1,154Timeline
EJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,320 shares; 2025Q1: 1,190 shares; 2025Q2: 1,190 shares; 2025Q3: 2,137 shares; 2025Q4: 3,108 shares 3,108$105K<0.01%+971Timeline
POWAINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,886 shares; 2024Q4: 4,489 shares; 2025Q1: 4,350 shares; 2025Q2: 4,886 shares; 2025Q3: 1,313 shares; 2025Q4: 1,160 shares 1,160$104K<0.01%-153Timeline
SPRXLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,710 shares 2,710$104K<0.01%newTimeline
SUSLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,551 shares; 2025Q4: 860 shares 860$104K<0.01%-691Timeline
HGLBHIGHLAND GLOBAL ALLOCATION FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,413 shares 11,413$104K<0.01%newTimeline
MPTMEDICAL PROPERTIES TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,076 shares; 2024Q4: 37,600 shares; 2025Q1: 32,148 shares; 2025Q2: 43,913 shares; 2025Q3: 26,161 shares; 2025Q4: 20,796 shares 20,796$104K<0.01%-5,365Timeline
FXZFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,422 shares; 2024Q4: 3,332 shares; 2025Q1: 2,163 shares; 2025Q2: 2,373 shares; 2025Q3: 1,674 shares; 2025Q4: 1,600 shares 1,600$104K<0.01%-74Timeline
CALFPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,195 shares; 2025Q1: 2,227 shares; 2025Q2: 2,992 shares; 2025Q3: 1,911 shares; 2025Q4: 2,335 shares 2,335$104K<0.01%+424Timeline
SEPQLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,080 shares 4,080$103K<0.01%newTimeline
FNDCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,860 shares; 2025Q1: 2,531 shares; 2025Q2: 2,286 shares; 2025Q3: 2,259 shares; 2025Q4: 2,319 shares 2,319$103K<0.01%+60Timeline
RSPGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,463 shares; 2025Q1: 1,404 shares; 2025Q2: 1,414 shares; 2025Q3: 1,187 shares; 2025Q4: 1,293 shares 1,293$103K<0.01%+106Timeline
FELGFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,002 shares; 2025Q1: 4,003 shares; 2025Q2: 3,678 shares; 2025Q3: 4,592 shares; 2025Q4: 2,455 shares 2,455$102K<0.01%-2,137Timeline
LRGFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 329 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 342 shares; 2025Q4: 1,472 shares 1,472$102K<0.01%+1,130Timeline
BUFQFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,340 shares; 2025Q2: 2,176 shares; 2025Q3: 2,843 shares; 2025Q4: 2,843 shares 2,843$102K<0.01%0Timeline
XEXGXEATON VANCE TAX-MANAGED GLOBQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,684 shares 10,684$102K<0.01%newTimeline
BJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,080 shares; 2025Q1: 2,557 shares; 2025Q2: 1,866 shares; 2025Q3: 1,854 shares; 2025Q4: 1,844 shares 1,844$102K<0.01%-10Timeline
BMARINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,820 shares; 2024Q4: 2,621 shares; 2025Q1: 2,328 shares; 2025Q2: 2,259 shares; 2025Q3: 2,052 shares; 2025Q4: 1,904 shares 1,904$101K<0.01%-148Timeline
VGKVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,513 shares; 2024Q4: 16,902 shares; 2025Q1: 874 shares; 2025Q2: 1,102 shares; 2025Q3: 1,279 shares; 2025Q4: 1,207 shares 1,207$101K<0.01%-72Timeline
IBDSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 4,145 shares 4,145$101K<0.01%+3,725Timeline
SPGPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,087 shares; 2024Q4: 47,018 shares; 2025Q1: 1,829 shares; 2025Q2: 1,332 shares; 2025Q3: 1,398 shares; 2025Q4: 880 shares 880$100K<0.01%-518Timeline
GCOWPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,823 shares; 2025Q1: 1,919 shares; 2025Q2: 1,919 shares; 2025Q3: 2,492 shares; 2025Q4: 2,424 shares 2,424$99.9K<0.01%-68Timeline
UJUNINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,893 shares; 2024Q4: 3,427 shares; 2025Q1: 2,793 shares; 2025Q2: 2,793 shares; 2025Q3: 2,766 shares; 2025Q4: 2,670 shares 2,670$99.9K<0.01%-96Timeline
VPLVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,195 shares; 2024Q4: 8,275 shares; 2025Q1: 426 shares; 2025Q2: 608 shares; 2025Q3: 289 shares; 2025Q4: 1,098 shares 1,098$99.3K<0.01%+809Timeline
TTECTTEC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,488 shares; 2025Q1: 26,048 shares; 2025Q2: 24,320 shares; 2025Q3: 26,939 shares; 2025Q4: 27,553 shares 27,553$99.2K<0.01%+614Timeline
SHOCEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 921 shares; 2025Q1: 921 shares; 2025Q2: 921 shares; 2025Q3: 1,057 shares; 2025Q4: 1,431 shares 1,431$98.2K<0.01%+374Timeline
PICKISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,782 shares; 2025Q1: 1,841 shares; 2025Q2: 1,957 shares; 2025Q3: 2,161 shares; 2025Q4: 1,908 shares 1,908$98K<0.01%-253Timeline
BBDCBARINGS BDC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,555 shares 10,555$96.9K<0.01%newTimeline
NMFCNEW MTN FIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,211 shares; 2025Q1: 10,845 shares; 2025Q2: 10,900 shares; 2025Q3: 10,901 shares; 2025Q4: 10,513 shares 10,513$96.8K<0.01%-388Timeline
IMCBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 168 shares; 2025Q1: 682 shares; 2025Q2: 1,348 shares; 2025Q3: 1,176 shares; 2025Q4: 1,166 shares 1,166$96.5K<0.01%-10Timeline
FCGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,480 shares; 2025Q1: 5,650 shares; 2025Q2: 5,609 shares; 2025Q3: 4,870 shares; 2025Q4: 4,116 shares 4,116$96.4K<0.01%-754Timeline
FXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 661 shares; 2025Q1: 8,987 shares; 2025Q2: 4,887 shares; 2025Q3: 3,137 shares; 2025Q4: 2,509 shares 2,509$96.1K<0.01%-628Timeline
TMFGRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,241 shares; 2025Q1: 3,241 shares; 2025Q2: 3,234 shares; 2025Q3: 3,154 shares; 2025Q4: 3,163 shares 3,163$95.4K<0.01%+9Timeline
FENIFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,070 shares; 2025Q1: 2,436 shares; 2025Q2: 1,451 shares; 2025Q3: 2,231 shares; 2025Q4: 2,605 shares 2,605$95.3K<0.01%+374Timeline
SAUGFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,566 shares; 2025Q1: 3,888 shares; 2025Q2: 3,728 shares; 2025Q3: 3,728 shares; 2025Q4: 3,728 shares 3,728$95.1K<0.01%0Timeline
MARWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,985 shares; 2024Q4: 4,541 shares; 2025Q1: 4,168 shares; 2025Q2: 3,885 shares; 2025Q3: 3,875 shares; 2025Q4: 2,763 shares 2,763$94.9K<0.01%-1,112Timeline
IBDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,267 shares 4,267$94.2K<0.01%newTimeline
IXCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,800 shares; 2024Q4: 22,756 shares; 2025Q1: 2,077 shares; 2025Q2: 2,761 shares; 2025Q3: 2,444 shares; 2025Q4: 2,238 shares 2,238$93.8K<0.01%-206Timeline
JPMEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 958 shares; 2025Q1: 866 shares; 2025Q2: 864 shares; 2025Q3: 858 shares; 2025Q4: 858 shares 858$93.2K<0.01%0Timeline
BLUXEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,278 shares 3,278$92K<0.01%newTimeline
EXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11 shares; 2025Q1: 54 shares; 2025Q2: 117 shares; 2025Q3: 290 shares; 2025Q4: 523 shares 523$91.8K<0.01%+233Timeline
QCLNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,955 shares; 2025Q1: 2,573 shares; 2025Q2: 1,644 shares; 2025Q3: 1,755 shares; 2025Q4: 2,045 shares 2,045$91.2K<0.01%+290Timeline
IBDUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 815 shares; 2025Q4: 3,881 shares 3,881$90.8K<0.01%+3,066Timeline
PPHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 479 shares; 2025Q1: 1,046 shares; 2025Q2: 1,004 shares; 2025Q3: 1,001 shares; 2025Q4: 878 shares 878$90.6K<0.01%-123Timeline
IOCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,111 shares; 2025Q4: 2,586 shares 2,586$90.1K<0.01%+1,475Timeline
IFGLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,399 shares; 2025Q1: 5,976 shares; 2025Q2: 5,570 shares; 2025Q3: 4,018 shares; 2025Q4: 3,903 shares 3,903$90.1K<0.01%-115Timeline
SYLDCAMBRIA ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,484 shares; 2024Q4: 3,294 shares; 2025Q1: 2,762 shares; 2025Q2: 1,986 shares; 2025Q3: 1,986 shares; 2025Q4: 1,291 shares 1,291$89.8K<0.01%-695Timeline
CGWINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 950 shares; 2025Q1: 1,050 shares; 2025Q2: 1,020 shares; 2025Q3: 1,411 shares; 2025Q4: 1,411 shares 1,411$88.9K<0.01%0Timeline
DOCTFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,690 shares; 2024Q4: 30,130 shares; 2025Q1: 22,982 shares; 2025Q2: 3,170 shares; 2025Q3: 2,005 shares; 2025Q4: 2,005 shares 2,005$88.8K<0.01%0Timeline
FIDFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,382 shares; 2025Q1: 4,455 shares; 2025Q2: 5,103 shares; 2025Q3: 4,347 shares; 2025Q4: 4,307 shares 4,307$88.5K<0.01%-40Timeline
HYLBDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,569 shares; 2025Q1: 2,258 shares; 2025Q2: 2,308 shares; 2025Q3: 2,381 shares; 2025Q4: 2,385 shares 2,385$87.8K<0.01%+4Timeline
QWLDSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 355 shares; 2025Q2: 610 shares; 2025Q3: 610 shares; 2025Q4: 610 shares 610$87.4K<0.01%0Timeline
BBCAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 937 shares; 2025Q1: 344 shares; 2025Q2: 284 shares; 2025Q3: 571 shares; 2025Q4: 930 shares 930$86.5K<0.01%+359Timeline
IBDTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,393 shares 3,393$86.4K<0.01%newTimeline
BUFZFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 555 shares; 2025Q1: 4,419 shares; 2025Q2: 549 shares; 2025Q3: 549 shares; 2025Q4: 3,233 shares 3,233$85.8K<0.01%+2,684Timeline
PWVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14 shares; 2025Q1: 1,192 shares; 2025Q2: 1,192 shares; 2025Q3: 1,192 shares; 2025Q4: 1,282 shares 1,282$85.3K<0.01%+90Timeline
SJNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,200 shares; 2024Q4: 107,165 shares; 2025Q1: 111,877 shares; 2025Q2: 118,169 shares; 2025Q3: 2,941 shares; 2025Q4: 3,365 shares 3,365$85.2K<0.01%+424Timeline
BDBTEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,342 shares 3,342$85K<0.01%newTimeline
DMAYFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,025 shares; 2024Q4: 11,014 shares; 2025Q1: 6,664 shares; 2025Q2: 1,877 shares; 2025Q3: 1,877 shares; 2025Q4: 1,877 shares 1,877$84.9K<0.01%0Timeline
LQIGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 886 shares 886$84.8K<0.01%newTimeline
DAUGFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,691 shares; 2024Q4: 70,071 shares; 2025Q1: 18,768 shares; 2025Q2: 1,380 shares; 2025Q3: 657 shares; 2025Q4: 1,907 shares 1,907$84.6K<0.01%+1,250Timeline
KCESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 174 shares; 2025Q1: 573 shares; 2025Q2: 572 shares; 2025Q3: 574 shares; 2025Q4: 563 shares 563$84.5K<0.01%-11Timeline
QDECFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,171 shares; 2024Q4: 6,823 shares; 2025Q1: 5,289 shares; 2025Q2: 4,977 shares; 2025Q3: 2,718 shares; 2025Q4: 2,587 shares 2,587$84.2K<0.01%-131Timeline
IJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 1,179 shares; 2025Q4: 2,487 shares 2,487$83.3K<0.01%+1,308Timeline
PSIINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,915 shares; 2024Q4: 9,553 shares; 2025Q1: 9,280 shares; 2025Q2: 9,746 shares; 2025Q3: 1,077 shares; 2025Q4: 1,054 shares 1,054$83.1K<0.01%-23Timeline
VAWVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 895 shares; 2025Q2: 300 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400$83.1K<0.01%0Timeline
HTZHERTZ GLOBAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,381 shares; 2025Q2: 23,769 shares; 2025Q3: 23,172 shares; 2025Q4: 16,103 shares 16,103$82.8K<0.01%-7,069Timeline
IAPRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,257 shares; 2025Q4: 2,675 shares 2,675$82.5K<0.01%+1,418Timeline
SMMUPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,214 shares; 2024Q4: 143 shares; 2025Q1: 141 shares; 2025Q2: 137 shares; 2025Q3: 134 shares; 2025Q4: 1,601 shares 1,601$80.7K<0.01%+1,467Timeline
ARKWARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 257 shares; 2025Q1: 314 shares; 2025Q2: 864 shares; 2025Q3: 599 shares; 2025Q4: 543 shares 543$80.2K<0.01%-56Timeline
DDFSINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,754 shares; 2025Q4: 3,762 shares 3,762$79.7K<0.01%+8Timeline
DBPINVESCO DB MULTI-SECTOR COMMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 863 shares; 2025Q4: 772 shares 772$79.4K<0.01%-91Timeline
HYGVFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,807 shares; 2024Q4: 252,938 shares; 2025Q1: 6,530 shares; 2025Q2: 2,271 shares; 2025Q3: 1,972 shares; 2025Q4: 1,941 shares 1,941$79.1K<0.01%-31Timeline
ZOCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,272 shares; 2025Q1: 21,534 shares; 2025Q2: 18,393 shares; 2025Q3: 18,393 shares; 2025Q4: 2,925 shares 2,925$78.5K<0.01%-15,468Timeline
FMTLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,682 shares 2,682$78.2K<0.01%newTimeline
SGDJSPROTT ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 926 shares 926$77.9K<0.01%newTimeline
IVLUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,542 shares; 2025Q1: 2,197 shares; 2025Q2: 1,728 shares; 2025Q3: 2,098 shares; 2025Q4: 2,046 shares 2,046$77.9K<0.01%-52Timeline
DAXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 222 shares; 2025Q3: 1,705 shares; 2025Q4: 1,705 shares 1,705$77.8K<0.01%0Timeline
ICOWPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,345 shares; 2025Q1: 1,720 shares; 2025Q2: 1,784 shares; 2025Q3: 1,785 shares; 2025Q4: 2,010 shares 2,010$77.7K<0.01%+225Timeline
HDEFDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,881 shares; 2025Q1: 2,733 shares; 2025Q2: 4,041 shares; 2025Q3: 2,504 shares; 2025Q4: 2,504 shares 2,504$77.6K<0.01%0Timeline
DRLLEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,578 shares; 2025Q1: 3,387 shares; 2025Q2: 4,084 shares; 2025Q3: 3,391 shares; 2025Q4: 2,714 shares 2,714$77.4K<0.01%-677Timeline
SLQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,428 shares; 2025Q1: 1,529 shares; 2025Q2: 1,579 shares; 2025Q3: 1,570 shares; 2025Q4: 1,504 shares 1,504$76.2K<0.01%-66Timeline
YSEPFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,312 shares; 2025Q1: 2,912 shares; 2025Q2: 2,912 shares; 2025Q3: 2,912 shares; 2025Q4: 2,912 shares 2,912$75.8K<0.01%0Timeline
EEMAISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 805 shares 805$75.7K<0.01%newTimeline
KNOVINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,188 shares; 2025Q1: 1,188 shares; 2025Q2: 1,144 shares; 2025Q3: 1,144 shares; 2025Q4: 2,639 shares 2,639$75.1K<0.01%+1,495Timeline
IYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 473 shares; 2025Q1: 528 shares; 2025Q2: 548 shares; 2025Q3: 621 shares; 2025Q4: 809 shares 809$74.7K<0.01%+188Timeline
PNQIINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,449 shares; 2025Q1: 1,458 shares; 2025Q2: 1,677 shares; 2025Q3: 1,510 shares; 2025Q4: 1,378 shares 1,378$74.3K<0.01%-132Timeline
VCEBVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,163 shares; 2025Q4: 1,163 shares 1,163$74K<0.01%0Timeline
PMMFRANKLIN MANAGED MUN INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,735 shares; 2024Q4: 11,735 shares; 2025Q1: 11,735 shares; 2025Q2: 11,735 shares; 2025Q3: 11,735 shares; 2025Q4: 11,735 shares 11,735$73.6K<0.01%0Timeline
XBJLINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,006 shares; 2025Q1: 5,054 shares; 2025Q2: 4,183 shares; 2025Q3: 4,318 shares; 2025Q4: 1,912 shares 1,912$73.1K<0.01%-2,406Timeline
HACKAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 807 shares; 2025Q1: 907 shares; 2025Q2: 970 shares; 2025Q3: 907 shares; 2025Q4: 907 shares 907$72.9K<0.01%0Timeline
JMSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14 shares; 2025Q1: 82 shares; 2025Q2: 73 shares; 2025Q3: 371 shares; 2025Q4: 1,426 shares 1,426$72.6K<0.01%+1,055Timeline
BF-ABROWN FORMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,758 shares 2,758$72.6K<0.01%newTimeline
ROBOEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,041 shares 1,041$72.2K<0.01%newTimeline
KXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 633 shares; 2025Q1: 633 shares; 2025Q2: 1,016 shares; 2025Q3: 1,020 shares; 2025Q4: 1,107 shares 1,107$71.6K<0.01%+87Timeline
IBTGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,956 shares; 2025Q1: 2,956 shares; 2025Q2: 2,956 shares; 2025Q3: 3,116 shares; 2025Q4: 3,096 shares 3,096$70.8K<0.01%-20Timeline
SLXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,094 shares; 2025Q1: 870 shares; 2025Q2: 914 shares; 2025Q3: 914 shares; 2025Q4: 834 shares 834$70.8K<0.01%-80Timeline
ASGLIBERTY ALL-STAR GROWTH FD IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,301 shares; 2024Q4: 14,301 shares; 2025Q1: 14,171 shares; 2025Q2: 11,771 shares; 2025Q3: 13,874 shares; 2025Q4: 13,321 shares 13,321$70.6K<0.01%-553Timeline
SPHDINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,455 shares; 2025Q1: 2,915 shares; 2025Q2: 2,908 shares; 2025Q3: 2,265 shares; 2025Q4: 1,471 shares 1,471$70.6K<0.01%-794Timeline
VIOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 280 shares; 2025Q1: 360 shares; 2025Q2: 1,395 shares; 2025Q3: 368 shares; 2025Q4: 634 shares 634$70.4K<0.01%+266Timeline
BOCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,418 shares 1,418$70.1K<0.01%newTimeline
TDTFFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,383 shares; 2025Q1: 1,922 shares; 2025Q2: 1,910 shares; 2025Q3: 1,898 shares; 2025Q4: 2,910 shares 2,910$69.7K<0.01%+1,012Timeline
HEDJWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 532 shares; 2025Q1: 532 shares; 2025Q2: 1,414 shares; 2025Q3: 1,304 shares; 2025Q4: 1,304 shares 1,304$69.2K<0.01%0Timeline
GOVIINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,311 shares; 2025Q1: 646 shares; 2025Q2: 125 shares; 2025Q3: 323 shares; 2025Q4: 2,483 shares 2,483$68.4K<0.01%+2,160Timeline
PXHINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 347 shares; 2025Q1: 345 shares; 2025Q2: 750 shares; 2025Q3: 751 shares; 2025Q4: 2,639 shares 2,639$68.1K<0.01%+1,888Timeline
JIVEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48 shares; 2025Q4: 839 shares 839$67.4K<0.01%+791Timeline
IGTRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 907 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,391 shares 2,391$67.1K<0.01%newTimeline
QDEFFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 776 shares; 2025Q1: 776 shares; 2025Q2: 826 shares; 2025Q3: 826 shares; 2025Q4: 826 shares 826$66.9K<0.01%0Timeline
PEYINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,882 shares; 2025Q1: 7,464 shares; 2025Q2: 11,939 shares; 2025Q3: 7,346 shares; 2025Q4: 3,277 shares 3,277$66.8K<0.01%-4,069Timeline
KBWYINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,507 shares; 2025Q1: 1,407 shares; 2025Q2: 6,123 shares; 2025Q3: 4,274 shares; 2025Q4: 4,325 shares 4,325$66.7K<0.01%+51Timeline
MAYMFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,290 shares; 2025Q3: 2,607 shares; 2025Q4: 2,046 shares 2,046$65.9K<0.01%-561Timeline
GPIQGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,236 shares 1,236$65.3K<0.01%newTimeline
JMBSJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,053 shares; 2025Q1: 3,824 shares; 2025Q2: 2,912 shares; 2025Q3: 1,934 shares; 2025Q4: 1,424 shares 1,424$65.1K<0.01%-510Timeline
APRHINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,629 shares; 2025Q1: 2,629 shares; 2025Q2: 2,629 shares; 2025Q3: 2,629 shares; 2025Q4: 2,629 shares 2,629$65K<0.01%0Timeline
RESRPC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,879 shares 11,879$64.6K<0.01%newTimeline
WTAIWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,778 shares; 2025Q1: 1,778 shares; 2025Q2: 1,778 shares; 2025Q3: 1,778 shares; 2025Q4: 2,209 shares 2,209$64.4K<0.01%+431Timeline
BIZDVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,955 shares; 2025Q1: 3,557 shares; 2025Q2: 3,135 shares; 2025Q3: 5,236 shares; 2025Q4: 4,509 shares 4,509$63.9K<0.01%-727Timeline
HYXFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,033 shares; 2025Q1: 1,965 shares; 2025Q2: 2,162 shares; 2025Q3: 2,551 shares; 2025Q4: 1,351 shares 1,351$63.8K<0.01%-1,200Timeline
DBOINVESCO DB MULTI-SECTOR COMMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,230 shares; 2025Q4: 5,230 shares 5,230$63.8K<0.01%0Timeline
DXJWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 931 shares; 2025Q1: 844 shares; 2025Q2: 1,027 shares; 2025Q3: 509 shares; 2025Q4: 442 shares 442$63.8K<0.01%-67Timeline
IGRCBRE GBL REAL ESTATE INC FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,700 shares; 2025Q3: 14,500 shares; 2025Q4: 14,500 shares 14,500$63.5K<0.01%0Timeline
MCWMISTER CAR WASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,408 shares 11,408$63.4K<0.01%newTimeline
PTLCPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 442 shares; 2025Q1: 376 shares; 2025Q2: 476 shares; 2025Q3: 54 shares; 2025Q4: 1,136 shares 1,136$63.1K<0.01%+1,082Timeline
USALIBERTY ALL STAR EQUITY FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,020 shares; 2025Q4: 10,020 shares 10,020$62.9K<0.01%0Timeline
BINTEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,192 shares 2,192$62.2K<0.01%newTimeline
IEURISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 265 shares; 2025Q1: 259 shares; 2025Q2: 769 shares; 2025Q3: 389 shares; 2025Q4: 876 shares 876$62.2K<0.01%+487Timeline
HISFFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 505 shares; 2025Q1: 505 shares; 2025Q2: 505 shares; 2025Q3: 1,358 shares; 2025Q4: 1,369 shares 1,369$61.9K<0.01%+11Timeline
PJPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 625 shares; 2025Q1: 590 shares; 2025Q2: 717 shares; 2025Q3: 590 shares; 2025Q4: 590 shares 590$61.7K<0.01%0Timeline
XBOCINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,012 shares; 2025Q1: 2,773 shares; 2025Q2: 1,784 shares; 2025Q3: 1,936 shares; 2025Q4: 1,835 shares 1,835$61.6K<0.01%-101Timeline
JHEMJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,598 shares; 2025Q4: 1,861 shares 1,861$61.2K<0.01%+263Timeline
IPACISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 241 shares; 2025Q1: 180 shares; 2025Q2: 570 shares; 2025Q3: 827 shares; 2025Q4: 827 shares 827$60.5K<0.01%0Timeline
RSPFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 640 shares; 2025Q1: 643 shares; 2025Q2: 645 shares; 2025Q3: 648 shares; 2025Q4: 770 shares 770$60.5K<0.01%+122Timeline
BLOKAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,154 shares; 2025Q1: 1,035 shares; 2025Q2: 2,061 shares; 2025Q3: 1,094 shares; 2025Q4: 1,060 shares 1,060$60.3K<0.01%-34Timeline
FTMAPUTNAM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,692 shares 6,692$60.3K<0.01%newTimeline
AVDSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 127 shares; 2025Q4: 859 shares 859$60K<0.01%+732Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 2,182 shares; 2025Q3: 2,101 shares; 2025Q4: 2,259 shares 2,259$59.7K<0.01%+158Timeline
VTESVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 586 shares 586$59.5K<0.01%newTimeline
SEERSEER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,513 shares 32,513$59.5K<0.01%newTimeline
DEHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,176 shares; 2025Q3: 1,841 shares; 2025Q4: 1,844 shares 1,844$59.5K<0.01%+3Timeline
FDHYFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,135 shares; 2025Q1: 3,135 shares; 2025Q2: 3,035 shares; 2025Q3: 2,150 shares; 2025Q4: 1,200 shares 1,200$59.2K<0.01%-950Timeline
BBBLACKBERRY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,598 shares; 2025Q3: 15,598 shares; 2025Q4: 15,598 shares 15,598$59.1K<0.01%0Timeline
EMGFISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,944 shares; 2025Q1: 2,031 shares; 2025Q2: 1,490 shares; 2025Q3: 955 shares; 2025Q4: 1,021 shares 1,021$59.1K<0.01%+66Timeline
URAGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,228 shares; 2025Q1: 1,026 shares; 2025Q2: 1,823 shares; 2025Q3: 1,933 shares; 2025Q4: 1,373 shares 1,373$58.7K<0.01%-560Timeline
DGTSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares 350$58.3K<0.01%0Timeline
FSECFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,204 shares; 2025Q4: 1,320 shares 1,320$58.3K<0.01%-884Timeline
FXUFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,491 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 1,293 shares 1,293$58.2K<0.01%+443Timeline
OPPEWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,096 shares; 2025Q1: 1,097 shares; 2025Q2: 1,126 shares; 2025Q3: 1,129 shares; 2025Q4: 1,132 shares 1,132$58.1K<0.01%+3Timeline
TDVIFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,085 shares; 2025Q4: 2,085 shares 2,085$57.8K<0.01%0Timeline
PHOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 211 shares; 2025Q1: 11 shares; 2025Q2: 570 shares; 2025Q3: 811 shares; 2025Q4: 811 shares 811$57.1K<0.01%0Timeline
UITBVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,203 shares 1,203$57K<0.01%newTimeline
PFFAETFIS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,643 shares 2,643$57K<0.01%newTimeline
BLUCEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,970 shares 1,970$56.5K<0.01%newTimeline
XDSQINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,077 shares; 2025Q1: 2,045 shares; 2025Q2: 2,276 shares; 2025Q3: 1,565 shares; 2025Q4: 1,344 shares 1,344$55.9K<0.01%-221Timeline
MOOVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 758 shares; 2025Q1: 1,165 shares; 2025Q2: 770 shares; 2025Q3: 758 shares; 2025Q4: 767 shares 767$55.9K<0.01%+9Timeline
URGUR-ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,152 shares 40,152$55.8K<0.01%newTimeline
XDQQINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,043 shares; 2025Q1: 2,117 shares; 2025Q2: 2,436 shares; 2025Q3: 1,613 shares; 2025Q4: 1,387 shares 1,387$54.8K<0.01%-226Timeline
MCHIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,363 shares; 2025Q1: 1,331 shares; 2025Q2: 1,036 shares; 2025Q3: 986 shares; 2025Q4: 908 shares 908$54.5K<0.01%-78Timeline
SNPEDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: 12 shares; 2025Q2: 22 shares; 2025Q3: 720 shares; 2025Q4: 855 shares 855$53.4K<0.01%+135Timeline
FMDEFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,155 shares; 2025Q1: 836 shares; 2025Q2: 140 shares; 2025Q3: 1,026 shares; 2025Q4: 1,448 shares 1,448$52.7K<0.01%+422Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 914 shares; 2025Q1: 914 shares; 2025Q2: not reported; 2025Q3: 1,252 shares; 2025Q4: 1,386 shares 1,386$52.7K<0.01%+134Timeline
SHYDVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37 shares; 2025Q1: 36 shares; 2025Q2: 35 shares; 2025Q3: 2,029 shares; 2025Q4: 2,290 shares 2,290$52.5K<0.01%+261Timeline
FEBTAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,755 shares; 2024Q4: 4,925 shares; 2025Q1: 4,118 shares; 2025Q2: 4,107 shares; 2025Q3: 4,030 shares; 2025Q4: 1,369 shares 1,369$52.2K<0.01%-2,661Timeline
OVTLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,343 shares; 2025Q1: 2,343 shares; 2025Q2: 2,343 shares; 2025Q3: 2,352 shares; 2025Q4: 2,353 shares 2,353$51.7K<0.01%+1Timeline
VIOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 135 shares; 2025Q3: 421 shares; 2025Q4: 423 shares 423$51.3K<0.01%+2Timeline
FLAOAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,708 shares; 2024Q4: 4,118 shares; 2025Q1: 3,866 shares; 2025Q2: 4,834 shares; 2025Q3: 3,544 shares; 2025Q4: 1,782 shares 1,782$50.7K<0.01%-1,762Timeline
VVRINVESCO SR INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,477 shares; 2025Q4: 15,483 shares 15,483$50.6K<0.01%+6Timeline
DYAIDYADIC INTL INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,100 shares; 2024Q4: 49,181 shares; 2025Q1: 53,756 shares; 2025Q2: 53,756 shares; 2025Q3: 53,756 shares; 2025Q4: 53,756 shares 53,756$50.5K<0.01%0Timeline
HEEMISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,395 shares; 2025Q1: 1,845 shares; 2025Q2: 1,601 shares; 2025Q3: 1,479 shares; 2025Q4: 1,447 shares 1,447$50.3K<0.01%-32Timeline
ZJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,514 shares; 2024Q4: 12,317 shares; 2025Q1: 2,137 shares; 2025Q2: 90,282 shares; 2025Q3: 85,030 shares; 2025Q4: 1,727 shares 1,727$50.2K<0.01%-83,303Timeline
ZMAYINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,031 shares; 2025Q3: 2,656 shares; 2025Q4: 1,961 shares 1,961$49.9K<0.01%-695Timeline
XSVMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 983 shares; 2025Q1: 1,155 shares; 2025Q2: 936 shares; 2025Q3: 921 shares; 2025Q4: 867 shares 867$49.5K<0.01%-54Timeline
SUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,754 shares; 2025Q1: 3,358 shares; 2025Q2: 3,357 shares; 2025Q3: 2,048 shares; 2025Q4: 1,958 shares 1,958$49.4K<0.01%-90Timeline
PBEINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600$49.3K<0.01%0Timeline
OIHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 170 shares 170$48.4K<0.01%+147Timeline
DGRSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 678 shares; 2025Q1: 3,948 shares; 2025Q2: 1,026 shares; 2025Q3: 1,041 shares; 2025Q4: 973 shares 973$48.3K<0.01%-68Timeline
EZMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 427 shares; 2025Q1: 427 shares; 2025Q2: 2,719 shares; 2025Q3: 719 shares; 2025Q4: 719 shares 719$48.1K<0.01%0Timeline
BLGREXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,635 shares 1,635$47.9K<0.01%newTimeline
XTLSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 935 shares; 2025Q1: 969 shares; 2025Q2: 256 shares; 2025Q3: 257 shares; 2025Q4: 310 shares 310$47.5K<0.01%+53Timeline
ACIOETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,103 shares; 2025Q1: 220 shares; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 1,086 shares 1,086$47.4K<0.01%+781Timeline
SMOGVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 865 shares; 2025Q4: 366 shares 366$47.4K<0.01%-499Timeline
FLGBFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,125 shares; 2025Q1: 1,999 shares; 2025Q2: 1,444 shares; 2025Q3: 1,425 shares; 2025Q4: 1,404 shares 1,404$47.4K<0.01%-21Timeline
GLOFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,256 shares; 2025Q1: 1,146 shares; 2025Q2: 897 shares; 2025Q3: 897 shares; 2025Q4: 897 shares 897$47.3K<0.01%0Timeline
BSMQINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares 2,000$47.3K<0.01%newTimeline
YJUNFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,372 shares; 2025Q1: 488 shares; 2025Q2: 1,033 shares; 2025Q3: 1,842 shares; 2025Q4: 1,842 shares 1,842$47.2K<0.01%0Timeline
XSEPFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,370 shares; 2024Q4: 16,251 shares; 2025Q1: 7,836 shares; 2025Q2: 1,516 shares; 2025Q3: 1,112 shares; 2025Q4: 1,112 shares 1,112$47.1K<0.01%0Timeline
KBWBINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48 shares; 2025Q1: 146 shares; 2025Q2: 459 shares; 2025Q3: 514 shares; 2025Q4: 551 shares 551$46.4K<0.01%+37Timeline
FEZSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 720 shares; 2025Q1: 955 shares; 2025Q2: 725 shares; 2025Q3: 824 shares; 2025Q4: 716 shares 716$46.2K<0.01%-108Timeline
PFLDETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 598 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,846 shares; 2025Q4: 2,350 shares 2,350$46K<0.01%+504Timeline
BVALEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,645 shares 1,645$45.9K<0.01%newTimeline
CGSMCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,732 shares 1,732$45.6K<0.01%newTimeline
BBAXJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,001 shares; 2025Q1: 322 shares; 2025Q2: 311 shares; 2025Q3: 613 shares; 2025Q4: 803 shares 803$45.2K<0.01%+190Timeline
IBTHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 655 shares; 2025Q1: 655 shares; 2025Q2: 655 shares; 2025Q3: 655 shares; 2025Q4: 1,978 shares 1,978$44.4K<0.01%+1,323Timeline
QTUMETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 136 shares; 2025Q1: 216 shares; 2025Q2: 793 shares; 2025Q3: 422 shares; 2025Q4: 402 shares 402$44.1K<0.01%-20Timeline
OCTMFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,040 shares; 2025Q1: 8,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,341 shares 1,341$43.8K<0.01%newTimeline
SFYTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 330 shares 330$43.6K<0.01%0Timeline
GSIEGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 772 shares; 2025Q1: 1,136 shares; 2025Q2: 922 shares; 2025Q3: 764 shares; 2025Q4: 1,015 shares 1,015$43.6K<0.01%+251Timeline
MLPXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 886 shares; 2025Q1: 786 shares; 2025Q2: 920 shares; 2025Q3: 756 shares; 2025Q4: 719 shares 719$43.5K<0.01%-37Timeline
USDUWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 399 shares; 2025Q1: 399 shares; 2025Q2: 680 shares; 2025Q3: 1,680 shares; 2025Q4: 1,680 shares 1,680$43.3K<0.01%0Timeline
SPFFGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,758 shares; 2024Q4: 33,618 shares; 2025Q1: 43,382 shares; 2025Q2: 50,036 shares; 2025Q3: 60,373 shares; 2025Q4: 4,589 shares 4,589$42.8K<0.01%-55,784Timeline
SMBVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 79 shares; 2025Q1: 565 shares; 2025Q2: 544 shares; 2025Q3: 2,501 shares; 2025Q4: 2,451 shares 2,451$42.7K<0.01%-50Timeline
AVESAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 142 shares; 2025Q4: 731 shares 731$42.6K<0.01%+589Timeline
HYHGPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 696 shares; 2025Q4: 658 shares 658$42.4K<0.01%-38Timeline
VNQIVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 459 shares; 2025Q1: 323 shares; 2025Q2: 923 shares; 2025Q3: 898 shares; 2025Q4: 920 shares 920$42.2K<0.01%+22Timeline
IWLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 75 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 244 shares; 2025Q4: 244 shares 244$41.6K<0.01%0Timeline
JULZELEVATION SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,298 shares; 2025Q4: 987 shares 987$41.6K<0.01%-311Timeline
SMMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,436 shares; 2025Q1: 1,436 shares; 2025Q2: 892 shares; 2025Q3: 887 shares; 2025Q4: 959 shares 959$41.5K<0.01%+72Timeline
FLJPFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,620 shares; 2025Q1: 889 shares; 2025Q2: 825 shares; 2025Q3: 844 shares; 2025Q4: 1,202 shares 1,202$41.4K<0.01%+358Timeline
BUFFINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 396 shares; 2025Q1: 66,004 shares; 2025Q2: 2,150 shares; 2025Q3: 941 shares; 2025Q4: 830 shares 830$41.4K<0.01%-111Timeline
AGQIFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500$41.2K<0.01%0Timeline
ILFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 655 shares; 2025Q1: 2,473 shares; 2025Q2: 1,187 shares; 2025Q3: 1,038 shares; 2025Q4: 1,338 shares 1,338$40.7K<0.01%+300Timeline
IGEBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,905 shares; 2024Q4: 1,122 shares; 2025Q1: 952 shares; 2025Q2: 1,042 shares; 2025Q3: 1,197 shares; 2025Q4: 876 shares 876$40K<0.01%-321Timeline
APRJINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,619 shares; 2025Q1: 1,619 shares; 2025Q2: 1,619 shares; 2025Q3: 1,619 shares; 2025Q4: 1,619 shares 1,619$39.9K<0.01%0Timeline
KOPNKOPIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 16,873 shares; 2025Q4: 17,035 shares 17,035$39.9K<0.01%+162Timeline
ICLNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,344 shares; 2025Q1: 3,042 shares; 2025Q2: 2,480 shares; 2025Q3: 2,482 shares; 2025Q4: 2,415 shares 2,415$39.7K<0.01%-67Timeline
DMARFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,250 shares; 2024Q4: 9,711 shares; 2025Q1: 4,053 shares; 2025Q2: 1,327 shares; 2025Q3: 945 shares; 2025Q4: 945 shares 945$39.4K<0.01%0Timeline
GIISPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 562 shares 562$39.2K<0.01%newTimeline
NFLTETFIS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,685 shares 1,685$38.8K<0.01%newTimeline
IHEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 93 shares; 2025Q1: 93 shares; 2025Q2: 156 shares; 2025Q3: 323 shares; 2025Q4: 456 shares 456$38.7K<0.01%+133Timeline
XMLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 654 shares; 2025Q1: 524 shares; 2025Q2: 622 shares; 2025Q3: 618 shares; 2025Q4: 619 shares 619$38.6K<0.01%+1Timeline
NOVZELEVATION SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,266 shares; 2025Q4: 879 shares 879$38.6K<0.01%-387Timeline
NVDXETF OPPORTUNITIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,263 shares; 2025Q2: 11,607 shares; 2025Q3: 4,447 shares; 2025Q4: 2,240 shares 2,240$38.3K<0.01%-2,207Timeline
JHSCJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 807 shares; 2025Q4: 894 shares 894$37.5K<0.01%+87Timeline
METVLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,009 shares; 2025Q1: 2,009 shares; 2025Q2: 2,363 shares; 2025Q3: 1,985 shares; 2025Q4: 1,987 shares 1,987$37.3K<0.01%+2Timeline
YMAXTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,427 shares; 2025Q1: 1,026 shares; 2025Q2: 542 shares; 2025Q3: 450 shares; 2025Q4: 3,715 shares 3,715$37.1K<0.01%+3,265Timeline
IUSINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 673 shares; 2025Q1: 673 shares; 2025Q2: 673 shares; 2025Q3: 646 shares; 2025Q4: 646 shares 646$36.9K<0.01%0Timeline
QGRWWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 412 shares; 2025Q2: 629 shares; 2025Q3: 629 shares; 2025Q4: 629 shares 629$36.9K<0.01%0Timeline
RPGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 911 shares; 2025Q1: 2,389 shares; 2025Q2: 3,367 shares; 2025Q3: 3,336 shares; 2025Q4: 790 shares 790$36.9K<0.01%-2,546Timeline
JULTAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,485 shares; 2024Q4: 6,441 shares; 2025Q1: 5,638 shares; 2025Q2: 5,062 shares; 2025Q3: 1,021 shares; 2025Q4: 811 shares 811$36.4K<0.01%-210Timeline
HYBLSSGA ACTIVE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,020 shares; 2025Q1: 2,468 shares; 2025Q2: 1,658 shares; 2025Q3: 1,305 shares; 2025Q4: 1,278 shares 1,278$36.3K<0.01%-27Timeline
DEMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 323 shares; 2025Q1: 458 shares; 2025Q2: 709 shares; 2025Q3: 508 shares; 2025Q4: 778 shares 778$36.3K<0.01%+270Timeline
GSYINVESCO ACTIVELY MANAGED EXCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 332 shares; 2025Q1: 332 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 722 shares 722$36.3K<0.01%+97Timeline
RSPSINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 794 shares; 2025Q1: 795 shares; 2025Q2: 1,365 shares; 2025Q3: 1,366 shares; 2025Q4: 1,235 shares 1,235$35.8K<0.01%-131Timeline
FPEIFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,190 shares; 2025Q1: 1,889 shares; 2025Q2: 1,103 shares; 2025Q3: 2,728 shares; 2025Q4: 1,835 shares 1,835$35.6K<0.01%-893Timeline
CLOXSERIES PORTFOLIOS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,207,039 shares; 2024Q4: 9,684 shares; 2025Q1: 4,972 shares; 2025Q2: 2,415 shares; 2025Q3: 1,767 shares; 2025Q4: 1,379 shares 1,379$35.2K<0.01%-388Timeline
SCHJSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,084 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,409 shares; 2025Q4: 1,409 shares 1,409$35.1K<0.01%0Timeline
SKYXSKYX PLATFORMS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,000 shares; 2025Q4: 16,000 shares 16,000$34.7K<0.01%0Timeline
RSPUINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 560 shares; 2025Q1: 563 shares; 2025Q2: 566 shares; 2025Q3: 569 shares; 2025Q4: 464 shares 464$34.7K<0.01%-105Timeline
DJANFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,634 shares; 2024Q4: 15,464 shares; 2025Q1: 6,113 shares; 2025Q2: 1,328 shares; 2025Q3: 1,328 shares; 2025Q4: 798 shares 798$34.6K<0.01%-530Timeline
HYBINEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 688 shares; 2025Q1: 688 shares; 2025Q2: 688 shares; 2025Q3: 688 shares; 2025Q4: 688 shares 688$34.6K<0.01%0Timeline
FPXIFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 590 shares; 2025Q1: 590 shares; 2025Q2: 732 shares; 2025Q3: 732 shares; 2025Q4: 585 shares 585$34.6K<0.01%-147Timeline
PSKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 624 shares; 2025Q1: not reported; 2025Q2: 615 shares; 2025Q3: 1,300 shares; 2025Q4: 1,090 shares 1,090$34.5K<0.01%-210Timeline
FDTXFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 804 shares; 2025Q1: 769 shares; 2025Q2: 769 shares; 2025Q3: 838 shares; 2025Q4: 838 shares 838$34.1K<0.01%0Timeline
VTWGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 204 shares; 2025Q1: 143 shares; 2025Q2: 143 shares; 2025Q3: 143 shares; 2025Q4: 143 shares 143$33.7K<0.01%0Timeline
LWLGLIGHTWAVE LOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,281 shares; 2024Q4: 10,281 shares; 2025Q1: 10,281 shares; 2025Q2: 10,281 shares; 2025Q3: 10,631 shares; 2025Q4: 10,281 shares 10,281$33.3K<0.01%-350Timeline
PGFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,422 shares; 2025Q1: 2,422 shares; 2025Q2: 2,350 shares; 2025Q3: 2,350 shares; 2025Q4: 2,350 shares 2,350$33.2K<0.01%0Timeline
CHGXEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,211 shares 1,211$32.9K<0.01%newTimeline
ARKXARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 712 shares; 2025Q2: 712 shares; 2025Q3: 1,212 shares; 2025Q4: 1,122 shares 1,122$32.5K<0.01%-90Timeline
DNLWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,148 shares; 2025Q1: 1,148 shares; 2025Q2: 1,148 shares; 2025Q3: 788 shares; 2025Q4: 788 shares 788$32.5K<0.01%0Timeline
MXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 424 shares; 2025Q1: 424 shares; 2025Q2: 334 shares; 2025Q3: 334 shares; 2025Q4: 334 shares 334$32.3K<0.01%0Timeline
EWUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 680 shares; 2025Q1: 680 shares; 2025Q2: 779 shares; 2025Q3: 602 shares; 2025Q4: 733 shares 733$32.3K<0.01%+131Timeline
COPXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 998 shares; 2025Q1: 406 shares; 2025Q2: 441 shares; 2025Q3: 441 shares; 2025Q4: 449 shares 449$32.2K<0.01%+8Timeline
BALIBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,955 shares; 2025Q1: 2,944 shares; 2025Q2: 3,027 shares; 2025Q3: 1,010 shares; 2025Q4: 1,010 shares 1,010$32K<0.01%0Timeline
VLUSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares 150$31.6K<0.01%0Timeline
STPZPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 563 shares; 2025Q1: 564 shares; 2025Q2: 572 shares; 2025Q3: 578 shares; 2025Q4: 583 shares 583$31.3K<0.01%+5Timeline
ACWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 905 shares; 2025Q1: 1,198 shares; 2025Q2: 293 shares; 2025Q3: 355 shares; 2025Q4: 463 shares 463$31.1K<0.01%+108Timeline
IGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 96 shares; 2025Q1: 91 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 375 shares 375$31.1K<0.01%+317Timeline
NANRSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 420 shares; 2025Q1: 739 shares; 2025Q2: 457 shares; 2025Q3: 457 shares; 2025Q4: 456 shares 456$30.9K<0.01%-1Timeline
HEALGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,058 shares; 2025Q4: 1,058 shares 1,058$30.9K<0.01%0Timeline
TCHPT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 618 shares 618$30.8K<0.01%newTimeline
BBAGJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 133 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 662 shares 662$30.7K<0.01%+643Timeline
AESRTWO RDS SHARED TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,787 shares; 2025Q1: 5,852 shares; 2025Q2: 7,410 shares; 2025Q3: 3,250 shares; 2025Q4: 1,813 shares 1,813$30.7K<0.01%-1,437Timeline
KIESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,651 shares; 2025Q1: 2,651 shares; 2025Q2: 2,601 shares; 2025Q3: 2,601 shares; 2025Q4: 501 shares 501$30.1K<0.01%-2,100Timeline
IDMOINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 248 shares; 2025Q4: 539 shares 539$30K<0.01%+291Timeline
IOOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 372 shares; 2025Q1: 372 shares; 2025Q2: 372 shares; 2025Q3: 371 shares; 2025Q4: 236 shares 236$29.9K<0.01%-135Timeline
DWMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 178 shares; 2025Q1: 178 shares; 2025Q2: 428 shares; 2025Q3: 428 shares; 2025Q4: 428 shares 428$29.4K<0.01%0Timeline
MARZELEVATION SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,094 shares; 2025Q4: 858 shares 858$29.4K<0.01%-236Timeline
JSMLJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 249 shares; 2025Q4: 398 shares 398$29.3K<0.01%+149Timeline
BLTDEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,148 shares 1,148$29.2K<0.01%newTimeline
BSCQINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,384 shares; 2025Q1: 315 shares; 2025Q2: 1,489 shares; 2025Q3: 1,489 shares; 2025Q4: 1,489 shares 1,489$29.1K<0.01%0Timeline
BLSTEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,153 shares 1,153$29.1K<0.01%newTimeline
EISISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 220 shares; 2025Q1: 532 shares; 2025Q2: 532 shares; 2025Q3: 242 shares; 2025Q4: 264 shares 264$29K<0.01%+22Timeline
MBSDFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,396 shares 1,396$29K<0.01%newTimeline
EWYISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 72 shares; 2025Q1: 386 shares; 2025Q2: 289 shares; 2025Q3: 36 shares; 2025Q4: 298 shares 298$29K<0.01%+262Timeline
FDEMFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12 shares; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 933 shares 933$28.8K<0.01%+933Timeline
FDRRFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 863 shares; 2025Q1: 678 shares; 2025Q2: 828 shares; 2025Q3: 488 shares; 2025Q4: 468 shares 468$28.6K<0.01%-20Timeline
MLRGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 533 shares; 2025Q1: 473 shares; 2025Q2: 438 shares; 2025Q3: 301 shares; 2025Q4: 301 shares 301$28.4K<0.01%0Timeline
JPIEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 162 shares; 2025Q3: 415 shares; 2025Q4: 607 shares 607$28.1K<0.01%+192Timeline
BBMCJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 263 shares 263$28.1K<0.01%newTimeline
FCVTFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 652 shares; 2025Q1: 652 shares; 2025Q2: 652 shares; 2025Q3: 652 shares; 2025Q4: 652 shares 652$28.1K<0.01%0Timeline
BETZLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,519 shares; 2025Q1: 1,518 shares; 2025Q2: 1,332 shares; 2025Q3: 1,332 shares; 2025Q4: 1,334 shares 1,334$28K<0.01%+2Timeline
MOTIVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 131 shares; 2025Q2: not reported; 2025Q3: 40 shares; 2025Q4: 754 shares 754$27.7K<0.01%+714Timeline
FXDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 427 shares; 2025Q1: 403 shares; 2025Q2: 403 shares; 2025Q3: 403 shares; 2025Q4: 403 shares 403$27.6K<0.01%0Timeline
XISEFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,807 shares; 2025Q1: 934 shares; 2025Q2: 901 shares; 2025Q3: 914 shares; 2025Q4: 905 shares 905$27.5K<0.01%-9Timeline
DJDINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 105 shares; 2025Q1: 419 shares; 2025Q2: 377 shares; 2025Q3: 474 shares; 2025Q4: 474 shares 474$27.1K<0.01%0Timeline
GUNRFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 423 shares; 2025Q1: 1,451 shares; 2025Q2: 909 shares; 2025Q3: 772 shares; 2025Q4: 589 shares 589$27K<0.01%-183Timeline
GSUSGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 211 shares; 2025Q3: not reported; 2025Q4: 286 shares 286$27K<0.01%newTimeline
IVVMBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 167 shares; 2025Q2: 450 shares; 2025Q3: 768 shares; 2025Q4: 773 shares 773$26.9K<0.01%+5Timeline
VCLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,649 shares; 2025Q1: 294 shares; 2025Q2: 319 shares; 2025Q3: 486 shares; 2025Q4: 354 shares 354$26.9K<0.01%-132Timeline
BKCHGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 71 shares; 2025Q1: 69 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 420 shares 420$26.8K<0.01%+351Timeline
DHDGFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 729 shares; 2025Q1: 729 shares; 2025Q2: 729 shares; 2025Q3: 729 shares; 2025Q4: 786 shares 786$26.7K<0.01%+57Timeline
ESPOVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 151 shares; 2025Q1: 151 shares; 2025Q2: 138 shares; 2025Q3: 193 shares; 2025Q4: 258 shares 258$26.7K<0.01%+65Timeline
EZUISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 991 shares; 2025Q1: 552 shares; 2025Q2: 1,567 shares; 2025Q3: 421 shares; 2025Q4: 417 shares 417$26.7K<0.01%-4Timeline
QYLGGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 850 shares; 2025Q4: 980 shares 980$26.7K<0.01%+130Timeline
DVYEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59 shares; 2025Q1: 857 shares; 2025Q2: 857 shares; 2025Q3: 857 shares; 2025Q4: 857 shares 857$26.7K<0.01%0Timeline
RSPHINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 565 shares; 2025Q1: 941 shares; 2025Q2: 977 shares; 2025Q3: 978 shares; 2025Q4: 829 shares 829$26.4K<0.01%-149Timeline
GIGBGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,348 shares; 2024Q4: 2,144 shares; 2025Q1: 2,012 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: 570 shares 570$26.4K<0.01%0Timeline
XPNDFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 730 shares; 2025Q1: 1,975 shares; 2025Q2: 730 shares; 2025Q3: 730 shares; 2025Q4: 730 shares 730$26.4K<0.01%0Timeline
APRZELEVATION SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 910 shares; 2025Q4: 702 shares 702$26.3K<0.01%-208Timeline
JMOMJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 121 shares; 2025Q1: 121 shares; 2025Q2: 121 shares; 2025Q3: 121 shares; 2025Q4: 385 shares 385$26.2K<0.01%+264Timeline
ESMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 557 shares; 2025Q1: 571 shares; 2025Q2: 366 shares; 2025Q3: 567 shares; 2025Q4: 567 shares 567$26.1K<0.01%0Timeline
NUKZEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 409 shares 409$26K<0.01%newTimeline
GNOVFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,873 shares; 2024Q4: 32,531 shares; 2025Q1: 31,428 shares; 2025Q2: not reported; 2025Q3: 544 shares; 2025Q4: 649 shares 649$25.8K<0.01%+105Timeline
USMFWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 495 shares; 2025Q3: 495 shares; 2025Q4: 495 shares 495$25.4K<0.01%0Timeline
IAIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 158 shares; 2025Q1: 79 shares; 2025Q2: 191 shares; 2025Q3: 155 shares; 2025Q4: 141 shares 141$25.3K<0.01%-14Timeline
XPHSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 202 shares; 2025Q1: 452 shares; 2025Q2: 452 shares; 2025Q3: 452 shares; 2025Q4: 452 shares 452$25.3K<0.01%0Timeline
IFLNINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 555 shares; 2025Q3: 345 shares; 2025Q4: 1,352 shares 1,352$25.1K<0.01%+1,007Timeline
FIGBFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 76 shares; 2025Q4: 578 shares 578$25.1K<0.01%+502Timeline
BUGGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 126 shares; 2025Q1: 1,861 shares; 2025Q2: 126 shares; 2025Q3: 823 shares; 2025Q4: 824 shares 824$25.1K<0.01%+1Timeline
BSCTINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 201 shares; 2025Q2: not reported; 2025Q3: 724 shares; 2025Q4: 1,326 shares 1,326$25K<0.01%+602Timeline
FPWRFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 129 shares; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: not reported; 2025Q4: 755 shares 755$24.9K<0.01%newTimeline
PFFRETFIS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,370 shares 1,370$24.7K<0.01%newTimeline
SPUTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 892 shares; 2025Q4: 902 shares 902$24.6K<0.01%+10Timeline
JPINJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 351 shares; 2025Q1: 351 shares; 2025Q2: 351 shares; 2025Q3: 351 shares; 2025Q4: 358 shares 358$24.4K<0.01%+7Timeline
AEMSTWO RDS SHARED TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,097 shares; 2025Q4: 2,346 shares 2,346$24.3K<0.01%+1,249Timeline
JULHINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 970 shares; 2025Q4: 970 shares 970$24.2K<0.01%0Timeline
RWRSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 371 shares; 2025Q1: 233 shares; 2025Q2: 10,454 shares; 2025Q3: 753 shares; 2025Q4: 246 shares 246$24.1K<0.01%-507Timeline
HYBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 499 shares; 2025Q1: 499 shares; 2025Q2: 499 shares; 2025Q3: 499 shares; 2025Q4: 511 shares 511$24.1K<0.01%+12Timeline
CWENACLEARWAY ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 810 shares; 2025Q1: 1,054 shares; 2025Q2: 613 shares; 2025Q3: 668 shares; 2025Q4: 765 shares 765$24K<0.01%+97Timeline
IATISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 432 shares 432$23.8K<0.01%newTimeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
SPYSTATE STR SPDR S&P 500 ETF T SHSput400$2.88Knew

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

The largest 100 of 136. All 136

SecurityShares beforeValue beforeType
USMCPRINCIPAL EXCHANGE TRADED FD57,159$3.9Mshares
LXPLXP INDUSTRIAL TRUST290,568$2.6Mshares
NORTHERN LTS FD TR IVNORTHERN LTS FD TR IV76,200$2.5Mshares
CHTRCHARTER COMMUNICATIONS INC8,752$2.41Mshares
CDWCDW CORP13,719$2.19Mshares
SCCOSOUTHERN COPPER CORP12,614$1.53Mshares
UIUBIQUITI INC2,180$1.44Mshares
TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADR24,014$1.43Mshares
STLASTELLANTIS N.V128,663$1.2Mshares
KDKYNDRYL HLDGS INC36,004$1.08Mshares
NEOS ETF TRUSTNEOS ETF TRUST30,109$944Kshares
KKELLANOVA8,639$709Kshares
PAGPENSKE AUTOMOTIVE GRP INC3,628$631Kshares
GLPIGAMING & LEISURE P11,364$530Kshares
PTIRGRANITESHARES ETF TR15,753$511Kshares
ZSZSCALER INC1,529$458Kshares
TSLLDIREXION SHARES ETF TRUST19,853$419Kshares
BAHBOOZ ALLEN HAMILTON HLDG COR3,993$399Kshares
CBSHCOMMERCE BANCSHARES INC6,461$386Kshares
ALLYALLY FINL INC9,066$355Kshares
ISHARES TRISHARES TR15,213$353Kshares
VSECVSE CORP2,066$343Kshares
GTLSCHART INDS INC1,714$343Kshares
INTERPUBLIC GROUP COSINTERPUBLIC GROUP COS12,092$337Kshares
ADCAGREE RLTY CORP4,653$331Kshares
AITAPPLIED INDL TECHNOLOGIES IN1,175$307Kshares
BMRNBIOMARIN PHARMACEUTICAL INC5,260$285Kshares
TEMTEMPUS AI INC3,513$284Kshares
CRSCARPENTER TECHNOLOGY CORP1,143$281Kshares
FTAIFTAI AVIATION LTD1,661$277Kshares
DOCUDOCUSIGN INC3,838$277Kshares
NETCLOUDFLARE INC1,273$273Kshares
AVAVAEROVIRONMENT INC864$272Kshares
CBRLCRACKER BARREL OLD CTRY STOR6,152$271Kshares
GGENPACT LIMITED6,467$271Kshares
CZRCAESARS ENTERTAINMENT INC NE9,976$270Kshares
ELSEQUITY LIFESTYLE PROPERTIES4,249$258Kshares
AREALEXANDRIA REAL ESTATE EQ IN3,053$254Kshares
FPXFIRST TR EXCHANGE-TRADED FD1,503$250Kshares
ACMAECOM1,907$249Kshares
CRCCALIFORNIA RES CORP4,671$248Kshares
UFPIUFP INDUSTRIES INC2,635$246Kshares
UNILEVER PLCUNILEVER PLC4,137$245Kshares
YieldMax MSTR Option Income…YieldMax MSTR Option Income Strat…17,409$243Kshares
MNDYMONDAY COM LTD1,240$240Kshares
FLOFLOWERS FOODS INC18,097$236Kshares
NENOBLE CORP PLC8,258$234Kshares
LRNSTRIDE INC1,540$229Kshares
CXTCRANE NXT CO3,370$226Kshares
PRIPRIMERICA INC811$225Kshares
MHKMOHAWK INDS INC1,713$221Kshares
CNHCNH INDL N V20,162$219Kshares
POWLPOWELL INDS INC699$213Kshares
PULSPGIM ETF TR4,225$211Kshares
LITELUMENTUM HLDGS INC1,285$209Kshares
FPIFARMLAND PARTNERS INC19,100$208Kshares
AMHAMERICAN HOMES 4 RENT6,149$204Kshares
ITTITT INC1,124$201Kshares
ISHARES TRISHARES TR7,479$175Kshares
NUGTDIREXION SHARES ETF TRUST934$144Kshares
FLXRTCW ETF TRUST3,294$131Kshares
TIDAL TRUST IITIDAL TRUST II17,846$123Kshares
RITMRITHM CAPITAL CORP10,403$118Kshares
SLNZTCW ETF TRUST2,339$110Kshares
DVALFRANKLIN TEMPLETON ETF TR7,429$108Kshares
NGDNEW GOLD INC12,163$87.3Kshares
IGPRINCIPAL EXCHANGE TRADED FD3,870$81.7Kshares
PHYLPGIM ETF TR1,268$45.3Kshares
ROUNDHILLROUNDHILL7,900$43.2Kshares
PAAAPGIM ETF TR811$41.7Kshares
INVESCOINVESCO2,000$41.4Kshares
ERTHINVESCO EXCHANGE TRADED FD T753$35.9Kshares
PSECPROSPECT CAP CORP12,018$33.1Kshares
ISHARES TRISHARES TR1,264$31.8Kshares
GUSHDIREXION SHARES ETF TRUST1,205$29.6Kshares
FNDBSCHWAB STRATEGIC TR1,110$28.6Kshares
EUSAISHARES INC250$25.7Kshares
TIDAL TR IITIDAL TR II2,491$23.5Kshares
SABRSABRE CORP11,258$20.6Kshares
HRTXHERON THERAPEUTICS INC14,651$18.5Kshares
QVMLINVESCO EXCH TRADED FD TR II443$17.4Kshares
TMFDIREXION SHARES ETF TRUST418$16.8Kshares
DWXSPDR INDEX SHS FDS352$15Kshares
TIDAL TRUST IITIDAL TRUST II1,600$14.7Kshares
MYCFSSGA ACTIVE TR546$13.7Kshares
PITVANECK ETF TRUST250$13.7Kshares
MKC-VMCCORMICK & CO INC198$13.2Kshares
DRUPGRANITESHARES ETF TR200$13Kshares
INNOVATOR PREMIUM INCOME 10…INNOVATOR PREMIUM INCOME 10 BARRI…519$12.4Kshares
CAPEDOUBLELINE ETF TRUST274$8.93Kshares
TWO RDS SHARED TRTWO RDS SHARED TR172$6.21Kshares
RWKINVESCO EXCH TRADED FD TR II49$6.12Kshares
HYSABONDBLOXX ETF TRUST397$6.1Kshares
SENSEONICS HLDGS INCSENSEONICS HLDGS INC13,534$5.9Kshares
FFLCFIDELITY COVINGTON TRUST108$5.63Kshares
PREFPRINCIPAL EXCHANGE TRADED FD293$5.61Kshares
GOOYTIDAL TRUST II359$5.08Kshares
OUSMALPS ETF TR96$4.29Kshares
IAKISHARES TR27$3.62Kshares
IDNAISHARES TR148$3.5Kshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001697723-26-000001 base2026-01-26acceptance time not in the bulk data set