QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,572 shares; 2024Q4: 93,919 shares; 2025Q1: 89,967 shares; 2025Q2: 107,041 shares; 2025Q3: 109,863 shares; 2025Q4: 111,738 shares 111,738 $68.6M 4.49% +1,875 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,563 shares; 2024Q4: 95,020 shares; 2025Q1: 96,774 shares; 2025Q2: 110,227 shares; 2025Q3: 111,471 shares; 2025Q4: 109,292 shares 109,292 $68.5M 4.48% -2,179 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,518 shares; 2024Q4: 71,415 shares; 2025Q1: 76,610 shares; 2025Q2: 81,252 shares; 2025Q3: 85,408 shares; 2025Q4: 92,865 shares 92,865 $63.6M 4.16% +7,457 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,331 shares; 2024Q4: 63,793 shares; 2025Q1: 71,382 shares; 2025Q2: 75,073 shares; 2025Q3: 76,873 shares; 2025Q4: 76,078 shares 76,078 $51.9M 3.39% -795 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,775 shares; 2024Q4: 110,853 shares; 2025Q1: 111,798 shares; 2025Q2: 114,249 shares; 2025Q3: 124,393 shares; 2025Q4: 123,591 shares 123,591 $41.4M 2.71% -802 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,212 shares; 2024Q4: 74,492 shares; 2025Q1: 75,455 shares; 2025Q2: 73,998 shares; 2025Q3: 81,690 shares; 2025Q4: 80,658 shares 80,658 $39.4M 2.57% -1,032 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404,553 shares; 2024Q4: 404,016 shares; 2025Q1: 414,885 shares; 2025Q2: 443,465 shares; 2025Q3: 478,855 shares; 2025Q4: 497,681 shares 497,681 $34.5M 2.26% +18,826 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,555 shares; 2024Q4: 354,130 shares; 2025Q1: 372,469 shares; 2025Q2: 540,467 shares; 2025Q3: 562,120 shares; 2025Q4: 557,609 shares 557,609 $31.7M 2.07% -4,511 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,316 shares; 2024Q4: 60,660 shares; 2025Q1: 58,340 shares; 2025Q2: 56,270 shares; 2025Q3: 55,633 shares; 2025Q4: 59,807 shares 59,807 $28.3M 1.85% +4,174 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,810 shares; 2024Q4: 216,602 shares; 2025Q1: 271,472 shares; 2025Q2: 315,755 shares; 2025Q3: 326,334 shares; 2025Q4: 337,687 shares 337,687 $27.1M 1.77% +11,353 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,437 shares; 2024Q4: 51,665 shares; 2025Q1: 88,995 shares; 2025Q2: 76,465 shares; 2025Q3: 69,463 shares; 2025Q4: 67,558 shares 67,558 $26.8M 1.75% -1,905 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299,906 shares; 2024Q4: 279,420 shares; 2025Q1: 284,589 shares; 2025Q2: 333,959 shares; 2025Q3: 333,116 shares; 2025Q4: 357,882 shares 357,882 $26.5M 1.73% +24,766 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,228 shares; 2024Q4: 130,065 shares; 2025Q1: 126,781 shares; 2025Q2: 130,752 shares; 2025Q3: 131,548 shares; 2025Q4: 135,632 shares 135,632 $25.9M 1.69% +4,084 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,986 shares; 2024Q4: 238,969 shares; 2025Q1: 257,074 shares; 2025Q2: 249,523 shares; 2025Q3: 310,645 shares; 2025Q4: 309,046 shares 309,046 $25.1M 1.64% -1,599 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,817 shares; 2024Q4: 177,767 shares; 2025Q1: 195,690 shares; 2025Q2: 301,320 shares; 2025Q3: 344,626 shares; 2025Q4: 380,517 shares 380,517 $23.8M 1.55% +35,891 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316,678 shares; 2024Q4: 331,818 shares; 2025Q1: 379,272 shares; 2025Q2: 369,922 shares; 2025Q3: 343,720 shares; 2025Q4: 321,269 shares 321,269 $17.6M 1.15% -22,451 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,435 shares; 2024Q4: 56,392 shares; 2025Q1: 59,782 shares; 2025Q2: 60,501 shares; 2025Q3: 62,593 shares; 2025Q4: 121,703 shares 121,703 $17.5M 1.15% +59,110 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,807 shares; 2024Q4: 130,375 shares; 2025Q1: 142,108 shares; 2025Q2: 140,016 shares; 2025Q3: 136,317 shares; 2025Q4: 136,512 shares 136,512 $16.8M 1.1% +195 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,240 shares; 2024Q4: 46,874 shares; 2025Q1: 47,521 shares; 2025Q2: 49,862 shares; 2025Q3: 47,782 shares; 2025Q4: 46,447 shares 46,447 $16.7M 1.09% -1,335 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,661 shares; 2024Q4: 106,162 shares; 2025Q1: 107,508 shares; 2025Q2: 108,971 shares; 2025Q3: 114,875 shares; 2025Q4: 116,766 shares 116,766 $16.5M 1.08% +1,891 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,672 shares; 2024Q4: 118,915 shares; 2025Q1: 104,811 shares; 2025Q2: 106,915 shares; 2025Q3: 138,363 shares; 2025Q4: 144,606 shares 144,606 $14.4M 0.94% +6,243 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,700 shares; 2024Q4: 24,277 shares; 2025Q1: 73,912 shares; 2025Q2: 116,665 shares; 2025Q3: 122,088 shares; 2025Q4: 133,874 shares 133,874 $14.3M 0.93% +11,786 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,930 shares; 2024Q4: 30,636 shares; 2025Q1: 30,758 shares; 2025Q2: 33,337 shares; 2025Q3: 31,168 shares; 2025Q4: 30,810 shares 30,810 $13.7M 0.9% -358 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,218 shares; 2024Q4: 62,479 shares; 2025Q1: 76,761 shares; 2025Q2: 81,712 shares; 2025Q3: 91,761 shares; 2025Q4: 95,412 shares 95,412 $13.2M 0.86% +3,651 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,891 shares; 2024Q4: 144,463 shares; 2025Q1: 174,884 shares; 2025Q2: 161,917 shares; 2025Q3: 159,463 shares; 2025Q4: 307,243 shares 307,243 $13.1M 0.86% +147,780 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,830 shares; 2024Q4: 16,380 shares; 2025Q1: 16,280 shares; 2025Q2: 15,632 shares; 2025Q3: 37,451 shares; 2025Q4: 38,171 shares 38,171 $13.1M 0.86% +720 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,692 shares; 2024Q4: 402,253 shares; 2025Q1: 412,589 shares; 2025Q2: 408,154 shares; 2025Q3: 412,116 shares; 2025Q4: 433,221 shares 433,221 $13M 0.85% +21,105 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,935 shares; 2024Q4: 136,633 shares; 2025Q1: 156,146 shares; 2025Q2: 210,364 shares; 2025Q3: 219,900 shares; 2025Q4: 226,925 shares 226,925 $12.9M 0.84% +7,025 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,325 shares; 2024Q4: 295,703 shares; 2025Q1: 293,044 shares; 2025Q2: 303,918 shares; 2025Q3: 260,224 shares; 2025Q4: 253,365 shares 253,365 $12.7M 0.83% -6,859 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,774 shares; 2024Q4: 126,090 shares; 2025Q1: 122,856 shares; 2025Q2: 119,966 shares; 2025Q3: 118,202 shares; 2025Q4: 103,858 shares 103,858 $12.6M 0.83% -14,344 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,375 shares; 2024Q4: 90,294 shares; 2025Q1: 94,125 shares; 2025Q2: 97,668 shares; 2025Q3: 103,933 shares; 2025Q4: 104,773 shares 104,773 $12.6M 0.82% +840 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,973 shares; 2024Q4: 137,519 shares; 2025Q1: 141,405 shares; 2025Q2: 139,725 shares; 2025Q3: 140,892 shares; 2025Q4: 134,067 shares 134,067 $12.4M 0.81% -6,825 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,276 shares; 2024Q4: 130,814 shares; 2025Q1: 127,861 shares; 2025Q2: 137,357 shares; 2025Q3: 143,115 shares; 2025Q4: 149,024 shares 149,024 $12.3M 0.81% +5,909 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,488 shares; 2024Q4: 192,429 shares; 2025Q1: 257,449 shares; 2025Q2: 253,932 shares; 2025Q3: 275,571 shares; 2025Q4: 299,078 shares 299,078 $11.2M 0.73% +23,507 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,864 shares; 2024Q4: 33,732 shares; 2025Q1: 37,545 shares; 2025Q2: 39,644 shares; 2025Q3: 41,341 shares; 2025Q4: 40,294 shares 40,294 $11.2M 0.73% -1,047 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,019 shares; 2024Q4: 12,800 shares; 2025Q1: 15,300 shares; 2025Q2: 15,385 shares; 2025Q3: 14,857 shares; 2025Q4: 14,705 shares 14,705 $11.1M 0.72% -152 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,280 shares; 2024Q4: 55,966 shares; 2025Q1: 55,179 shares; 2025Q2: 59,549 shares; 2025Q3: 67,717 shares; 2025Q4: 74,307 shares 74,307 $11M 0.72% +6,590 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,297 shares; 2024Q4: 47,559 shares; 2025Q1: 46,319 shares; 2025Q2: 50,397 shares; 2025Q3: 52,328 shares; 2025Q4: 54,175 shares 54,175 $10.8M 0.71% +1,847 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,402 shares; 2024Q4: 42,102 shares; 2025Q1: 50,998 shares; 2025Q2: 54,436 shares; 2025Q3: 46,319 shares; 2025Q4: 48,636 shares 48,636 $10.3M 0.67% +2,317 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,513 shares; 2024Q4: 190,711 shares; 2025Q1: 155,587 shares; 2025Q2: 126,614 shares; 2025Q3: 130,688 shares; 2025Q4: 127,633 shares 127,633 $10.2M 0.67% -3,055 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,180 shares; 2024Q4: 39,047 shares; 2025Q1: 41,063 shares; 2025Q2: 43,103 shares; 2025Q3: 43,140 shares; 2025Q4: 45,739 shares 45,739 $9.69M 0.63% +2,599 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,069 shares; 2024Q4: 442,506 shares; 2025Q1: 493,453 shares; 2025Q2: 558,410 shares; 2025Q3: 595,389 shares; 2025Q4: 450,774 shares 450,774 $9.39M 0.61% -144,615 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,176 shares; 2024Q4: 128,759 shares; 2025Q1: 132,431 shares; 2025Q2: 165,652 shares; 2025Q3: 238,726 shares; 2025Q4: 143,038 shares 143,038 $9.21M 0.6% -95,688 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,112 shares; 2024Q4: 72,574 shares; 2025Q1: 72,152 shares; 2025Q2: 77,975 shares; 2025Q3: 110,343 shares; 2025Q4: 114,179 shares 114,179 $8.89M 0.58% +3,836 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,383 shares; 2024Q4: 201,128 shares; 2025Q1: 325,853 shares; 2025Q2: 361,391 shares; 2025Q3: 365,839 shares; 2025Q4: 364,237 shares 364,237 $8.88M 0.58% -1,602 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,594 shares; 2024Q4: 107,295 shares; 2025Q1: 110,079 shares; 2025Q2: 107,715 shares; 2025Q3: 106,417 shares; 2025Q4: 84,966 shares 84,966 $8.7M 0.57% -21,451 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,681 shares; 2024Q4: not reported; 2025Q1: 319,218 shares; 2025Q2: 475,480 shares; 2025Q3: 415,866 shares; 2025Q4: 435,493 shares 435,493 $7.93M 0.52% +19,627 Timeline KORP AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 69,260 shares; 2025Q1: 74,468 shares; 2025Q2: 74,551 shares; 2025Q3: 147,806 shares; 2025Q4: 164,614 shares 164,614 $7.78M 0.51% +16,808 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,868 shares; 2024Q4: 118,147 shares; 2025Q1: 102,193 shares; 2025Q2: 90,733 shares; 2025Q3: 98,190 shares; 2025Q4: 97,939 shares 97,939 $7.61M 0.5% -251 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,781 shares; 2024Q4: 69,852 shares; 2025Q1: 74,639 shares; 2025Q2: 91,386 shares; 2025Q3: 125,869 shares; 2025Q4: 132,508 shares 132,508 $7.58M 0.5% +6,639 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,070 shares; 2024Q4: 78,751 shares; 2025Q1: 83,064 shares; 2025Q2: 78,932 shares; 2025Q3: 54,187 shares; 2025Q4: 48,943 shares 48,943 $7.58M 0.5% -5,244 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,619 shares; 2024Q4: 23,852 shares; 2025Q1: 25,530 shares; 2025Q2: 27,213 shares; 2025Q3: 27,950 shares; 2025Q4: 28,248 shares 28,248 $7.29M 0.48% +298 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,047 shares; 2024Q4: 77,033 shares; 2025Q1: 71,844 shares; 2025Q2: 74,310 shares; 2025Q3: 73,774 shares; 2025Q4: 74,411 shares 74,411 $7.16M 0.47% +637 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,371 shares; 2024Q4: 47,110 shares; 2025Q1: 47,474 shares; 2025Q2: 47,783 shares; 2025Q3: 49,664 shares; 2025Q4: 50,173 shares 50,173 $7.08M 0.46% +509 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,868 shares; 2024Q4: 31,543 shares; 2025Q1: 31,774 shares; 2025Q2: 32,801 shares; 2025Q3: 39,304 shares; 2025Q4: 39,051 shares 39,051 $6.93M 0.45% -253 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,769 shares; 2024Q4: 19,014 shares; 2025Q1: 19,327 shares; 2025Q2: 24,139 shares; 2025Q3: 25,252 shares; 2025Q4: 24,773 shares 24,773 $6.92M 0.45% -479 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,177 shares; 2024Q4: 14,676 shares; 2025Q1: 14,724 shares; 2025Q2: 20,499 shares; 2025Q3: 22,068 shares; 2025Q4: 22,286 shares 22,286 $6.47M 0.42% +218 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,668 shares; 2024Q4: 44,066 shares; 2025Q1: 44,910 shares; 2025Q2: 44,422 shares; 2025Q3: 44,382 shares; 2025Q4: 47,200 shares 47,200 $6.46M 0.42% +2,818 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,747 shares; 2025Q1: 18,934 shares; 2025Q2: 38,950 shares; 2025Q3: 55,289 shares; 2025Q4: 80,683 shares 80,683 $6.37M 0.42% +25,394 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 99,598 shares; 2025Q2: 120,935 shares; 2025Q3: 168,231 shares; 2025Q4: 172,873 shares 172,873 $6.32M 0.41% +4,642 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,917 shares; 2025Q1: 26,523 shares; 2025Q2: 111,092 shares; 2025Q3: 248,128 shares; 2025Q4: 259,140 shares 259,140 $6.13M 0.4% +11,012 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,111 shares; 2024Q4: 15,081 shares; 2025Q1: 15,865 shares; 2025Q2: 17,030 shares; 2025Q3: 26,377 shares; 2025Q4: 25,905 shares 25,905 $6.11M 0.4% -472 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,304 shares; 2024Q4: 98,910 shares; 2025Q1: 99,209 shares; 2025Q2: 83,236 shares; 2025Q3: 87,987 shares; 2025Q4: 91,577 shares 91,577 $6.04M 0.4% +3,590 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,772 shares; 2024Q4: 193,805 shares; 2025Q1: 169,232 shares; 2025Q2: 196,701 shares; 2025Q3: 183,622 shares; 2025Q4: 184,685 shares 184,685 $6.02M 0.39% +1,063 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,701 shares; 2024Q4: 268,068 shares; 2025Q1: 152,658 shares; 2025Q2: 177,133 shares; 2025Q3: 240,270 shares; 2025Q4: 254,732 shares 254,732 $5.95M 0.39% +14,462 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,392 shares; 2024Q4: 193,725 shares; 2025Q1: 198,630 shares; 2025Q2: 200,471 shares; 2025Q3: 203,717 shares; 2025Q4: 206,835 shares 206,835 $5.89M 0.39% +3,118 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,307 shares; 2024Q4: 15,068 shares; 2025Q1: 14,286 shares; 2025Q2: 14,580 shares; 2025Q3: 9,591 shares; 2025Q4: 9,433 shares 9,433 $5.69M 0.37% -158 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,946 shares; 2024Q4: 35,811 shares; 2025Q1: 36,329 shares; 2025Q2: 35,783 shares; 2025Q3: 42,137 shares; 2025Q4: 47,397 shares 47,397 $5.6M 0.37% +5,260 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,682 shares; 2024Q4: 36,438 shares; 2025Q1: 38,494 shares; 2025Q2: 48,641 shares; 2025Q3: 49,361 shares; 2025Q4: 54,395 shares 54,395 $5.57M 0.36% +5,034 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,325 shares; 2024Q4: 127,417 shares; 2025Q1: 113,385 shares; 2025Q2: 111,392 shares; 2025Q3: 113,425 shares; 2025Q4: 120,571 shares 120,571 $5.49M 0.36% +7,146 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,174 shares; 2024Q4: 36,763 shares; 2025Q1: 19,757 shares; 2025Q2: 19,138 shares; 2025Q3: 19,227 shares; 2025Q4: 22,016 shares 22,016 $5.42M 0.35% +2,789 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,994 shares; 2024Q4: 202,651 shares; 2025Q1: 209,931 shares; 2025Q2: 209,246 shares; 2025Q3: 213,895 shares; 2025Q4: 226,750 shares 226,750 $5.31M 0.35% +12,855 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,590 shares; 2024Q4: 30,711 shares; 2025Q1: 26,885 shares; 2025Q2: 25,127 shares; 2025Q3: 23,927 shares; 2025Q4: 23,887 shares 23,887 $5.13M 0.34% -40 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,362 shares; 2024Q4: 17,847 shares; 2025Q1: 21,797 shares; 2025Q2: 17,013 shares; 2025Q3: 17,411 shares; 2025Q4: 16,764 shares 16,764 $5.06M 0.33% -647 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,574 shares; 2024Q4: 9,948 shares; 2025Q1: 11,910 shares; 2025Q2: 12,862 shares; 2025Q3: 13,162 shares; 2025Q4: 13,459 shares 13,459 $5.03M 0.33% +297 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,402 shares; 2024Q4: 22,522 shares; 2025Q1: 24,983 shares; 2025Q2: 24,482 shares; 2025Q3: 31,044 shares; 2025Q4: 35,284 shares 35,284 $4.98M 0.33% +4,240 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,939 shares; 2024Q4: 71,382 shares; 2025Q1: 77,107 shares; 2025Q2: 80,772 shares; 2025Q3: 81,883 shares; 2025Q4: 91,851 shares 91,851 $4.94M 0.32% +9,968 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,814 shares; 2024Q4: 24,572 shares; 2025Q1: 24,553 shares; 2025Q2: 65,765 shares; 2025Q3: 66,691 shares; 2025Q4: 67,640 shares 67,640 $4.83M 0.32% +949 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,405 shares; 2024Q4: 94,549 shares; 2025Q1: 100,927 shares; 2025Q2: 106,091 shares; 2025Q3: 113,265 shares; 2025Q4: 132,918 shares 132,918 $4.72M 0.31% +19,653 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,042 shares; 2024Q4: 118,521 shares; 2025Q1: 121,062 shares; 2025Q2: 119,912 shares; 2025Q3: 92,155 shares; 2025Q4: 94,108 shares 94,108 $4.5M 0.29% +1,953 Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,891 shares; 2024Q4: 47,758 shares; 2025Q1: 62,559 shares; 2025Q2: 65,221 shares; 2025Q3: 64,250 shares; 2025Q4: 64,376 shares 64,376 $4.39M 0.29% +126 Timeline XSW SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,830 shares; 2024Q4: 15,257 shares; 2025Q1: 16,239 shares; 2025Q2: 15,692 shares; 2025Q3: 16,541 shares; 2025Q4: 23,188 shares 23,188 $4.34M 0.28% +6,647 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,217 shares; 2024Q4: 54,362 shares; 2025Q1: 55,779 shares; 2025Q2: 57,252 shares; 2025Q3: 57,227 shares; 2025Q4: 62,567 shares 62,567 $4.21M 0.27% +5,340 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,312 shares; 2024Q4: 5,714 shares; 2025Q1: 5,725 shares; 2025Q2: 4,881 shares; 2025Q3: 10,289 shares; 2025Q4: 9,936 shares 9,936 $4.1M 0.27% -353 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340,308 shares; 2024Q4: 366,715 shares; 2025Q1: 401,988 shares; 2025Q2: 112,087 shares; 2025Q3: 63,188 shares; 2025Q4: 58,877 shares 58,877 $4.09M 0.27% -4,311 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,184 shares; 2024Q4: 137,303 shares; 2025Q1: 89,080 shares; 2025Q2: 143,039 shares; 2025Q3: 145,831 shares; 2025Q4: 153,939 shares 153,939 $4.08M 0.27% +8,108 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,969 shares; 2024Q4: 13,243 shares; 2025Q1: 11,627 shares; 2025Q2: 13,646 shares; 2025Q3: 64,801 shares; 2025Q4: 74,002 shares 74,002 $4.06M 0.27% +9,201 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,933 shares; 2024Q4: 44,756 shares; 2025Q1: 52,685 shares; 2025Q2: 50,992 shares; 2025Q3: 50,292 shares; 2025Q4: 51,226 shares 51,226 $4.04M 0.26% +934 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,838 shares; 2024Q4: 92,335 shares; 2025Q1: 95,821 shares; 2025Q2: 103,699 shares; 2025Q3: 171,897 shares; 2025Q4: 175,988 shares 175,988 $3.97M 0.26% +4,091 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,013 shares; 2025Q1: 26,225 shares; 2025Q2: 31,889 shares; 2025Q3: 33,813 shares; 2025Q4: 38,071 shares 38,071 $3.88M 0.25% +4,258 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70,333 shares; 2025Q1: 73,932 shares; 2025Q2: 74,222 shares; 2025Q3: 78,225 shares; 2025Q4: 83,510 shares 83,510 $3.83M 0.25% +5,285 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,865 shares; 2025Q1: 23,984 shares; 2025Q2: 26,475 shares; 2025Q3: 31,098 shares; 2025Q4: 33,679 shares 33,679 $3.76M 0.25% +2,581 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,633 shares; 2024Q4: 82,292 shares; 2025Q1: 51,312 shares; 2025Q2: 48,997 shares; 2025Q3: 47,068 shares; 2025Q4: 84,195 shares 84,195 $3.76M 0.25% +37,127 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,614 shares; 2025Q1: 54,211 shares; 2025Q2: 54,930 shares; 2025Q3: 64,458 shares; 2025Q4: 71,279 shares 71,279 $3.6M 0.24% +6,821 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,856 shares; 2025Q1: 14,849 shares; 2025Q2: 15,131 shares; 2025Q3: 41,672 shares; 2025Q4: 42,620 shares 42,620 $3.51M 0.23% +948 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,876 shares; 2024Q4: 144,965 shares; 2025Q1: 159,840 shares; 2025Q2: 170,221 shares; 2025Q3: 180,615 shares; 2025Q4: 183,926 shares 183,926 $3.48M 0.23% +3,311 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,830 shares; 2024Q4: 70,526 shares; 2025Q1: 53,351 shares; 2025Q2: 52,490 shares; 2025Q3: 35,481 shares; 2025Q4: 33,434 shares 33,434 $3.46M 0.23% -2,047 Timeline ONEV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,617 shares; 2024Q4: 15,773 shares; 2025Q1: 17,352 shares; 2025Q2: 15,672 shares; 2025Q3: 23,058 shares; 2025Q4: 25,960 shares 25,960 $3.46M 0.23% +2,902 Timeline PBP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,711 shares; 2025Q1: 134,321 shares; 2025Q2: 160,029 shares; 2025Q3: 172,887 shares; 2025Q4: 151,364 shares 151,364 $3.46M 0.23% -21,523 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,946 shares; 2024Q4: 57,207 shares; 2025Q1: 60,477 shares; 2025Q2: 63,251 shares; 2025Q3: 64,772 shares; 2025Q4: 64,648 shares 64,648 $3.4M 0.22% -124 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,580 shares; 2024Q4: 110,556 shares; 2025Q1: 106,558 shares; 2025Q2: 100,567 shares; 2025Q3: 89,024 shares; 2025Q4: 134,939 shares 134,939 $3.4M 0.22% +45,915 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,344 shares; 2024Q4: 43,108 shares; 2025Q1: 46,823 shares; 2025Q2: 61,934 shares; 2025Q3: 71,440 shares; 2025Q4: 74,636 shares 74,636 $3.39M 0.22% +3,196 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,611 shares; 2025Q1: 18,626 shares; 2025Q2: 20,548 shares; 2025Q3: 22,765 shares; 2025Q4: 40,864 shares 40,864 $3.38M 0.22% +18,099 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,118 shares; 2024Q4: 114,187 shares; 2025Q1: 126,101 shares; 2025Q2: 123,841 shares; 2025Q3: 128,662 shares; 2025Q4: 146,291 shares 146,291 $3.37M 0.22% +17,629 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,795 shares; 2024Q4: 49,748 shares; 2025Q1: 46,099 shares; 2025Q2: 48,678 shares; 2025Q3: 30,139 shares; 2025Q4: 30,366 shares 30,366 $3.35M 0.22% +227 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,672 shares; 2024Q4: 40,697 shares; 2025Q1: 41,564 shares; 2025Q2: 41,318 shares; 2025Q3: 44,650 shares; 2025Q4: 44,278 shares 44,278 $3.34M 0.22% -372 Timeline KBWY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,437 shares; 2024Q4: 217,040 shares; 2025Q1: 225,888 shares; 2025Q2: 226,151 shares; 2025Q3: 185,267 shares; 2025Q4: 212,226 shares 212,226 $3.28M 0.21% +26,959 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,294 shares; 2024Q4: 89,274 shares; 2025Q1: 87,044 shares; 2025Q2: 71,067 shares; 2025Q3: 54,466 shares; 2025Q4: 43,639 shares 43,639 $3.26M 0.21% -10,827 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 72,243 shares; 2025Q4: 70,232 shares 70,232 $3.25M 0.21% -2,011 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,607 shares; 2024Q4: 28,778 shares; 2025Q1: 28,527 shares; 2025Q2: 28,899 shares; 2025Q3: 33,758 shares; 2025Q4: 33,487 shares 33,487 $3.24M 0.21% -271 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,651 shares; 2024Q4: 4,558 shares; 2025Q1: 4,783 shares; 2025Q2: 5,867 shares; 2025Q3: 5,368 shares; 2025Q4: 6,672 shares 6,672 $3.21M 0.21% +1,304 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,044 shares; 2025Q1: 56,155 shares; 2025Q2: 58,087 shares; 2025Q3: 60,272 shares; 2025Q4: 61,220 shares 61,220 $3.15M 0.21% +948 Timeline FFOG FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,942 shares; 2025Q2: 17,108 shares; 2025Q3: 70,304 shares; 2025Q4: 67,008 shares 67,008 $3.14M 0.2% -3,296 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,576 shares; 2024Q4: 2,525 shares; 2025Q1: 7,578 shares; 2025Q2: 3,830 shares; 2025Q3: 6,989 shares; 2025Q4: 12,704 shares 12,704 $3.06M 0.2% +5,715 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,806 shares; 2024Q4: 10,244 shares; 2025Q1: 10,174 shares; 2025Q2: 10,242 shares; 2025Q3: 9,843 shares; 2025Q4: 9,385 shares 9,385 $3.03M 0.2% -458 Timeline SIXA EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,657 shares; 2025Q1: 54,624 shares; 2025Q2: 54,593 shares; 2025Q3: 56,448 shares; 2025Q4: 58,943 shares 58,943 $2.94M 0.19% +2,495 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,169 shares 34,169 $2.91M 0.19% new Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,636 shares; 2024Q4: 22,608 shares; 2025Q1: 10,758 shares; 2025Q2: 11,651 shares; 2025Q3: 15,366 shares; 2025Q4: 15,522 shares 15,522 $2.88M 0.19% +156 Timeline SDIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,200 shares; 2024Q4: 111,463 shares; 2025Q1: 108,158 shares; 2025Q2: 97,389 shares; 2025Q3: 146,606 shares; 2025Q4: 119,730 shares 119,730 $2.88M 0.19% -26,876 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,096 shares; 2025Q2: 70,926 shares; 2025Q3: 76,695 shares; 2025Q4: 60,625 shares 60,625 $2.87M 0.19% -16,070 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,231 shares; 2024Q4: 20,783 shares; 2025Q1: 18,566 shares; 2025Q2: 19,412 shares; 2025Q3: 25,890 shares; 2025Q4: 26,254 shares 26,254 $2.81M 0.18% +364 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,518 shares; 2024Q4: 24,260 shares; 2025Q1: 23,244 shares; 2025Q2: 24,986 shares; 2025Q3: 26,338 shares; 2025Q4: 26,820 shares 26,820 $2.79M 0.18% +482 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,076 shares; 2024Q4: 8,653 shares; 2025Q1: 10,257 shares; 2025Q2: 12,791 shares; 2025Q3: 13,284 shares; 2025Q4: 13,582 shares 13,582 $2.78M 0.18% +298 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,121 shares; 2024Q4: 80,065 shares; 2025Q1: 74,375 shares; 2025Q2: 35,371 shares; 2025Q3: 32,896 shares; 2025Q4: 26,696 shares 26,696 $2.77M 0.18% -6,200 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,858 shares; 2025Q1: 13,335 shares; 2025Q2: 36,264 shares; 2025Q3: 39,396 shares; 2025Q4: 60,015 shares 60,015 $2.76M 0.18% +20,619 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,495 shares; 2025Q2: 48,436 shares; 2025Q3: 60,457 shares; 2025Q4: 63,181 shares 63,181 $2.76M 0.18% +2,724 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,404 shares; 2024Q4: 22,678 shares; 2025Q1: 35,154 shares; 2025Q2: 41,172 shares; 2025Q3: 43,970 shares; 2025Q4: 41,364 shares 41,364 $2.66M 0.17% -2,606 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,188 shares; 2024Q4: 152,125 shares; 2025Q1: 155,343 shares; 2025Q2: 148,647 shares; 2025Q3: 99,248 shares; 2025Q4: 94,403 shares 94,403 $2.59M 0.17% -4,845 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,293 shares; 2024Q4: 31,629 shares; 2025Q1: 33,158 shares; 2025Q2: 34,435 shares; 2025Q3: 29,663 shares; 2025Q4: 30,726 shares 30,726 $2.57M 0.17% +1,063 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 115,458 shares; 2025Q4: 115,525 shares 115,525 $2.57M 0.17% +67 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,595 shares; 2024Q4: 22,436 shares; 2025Q1: 17,096 shares; 2025Q2: 19,834 shares; 2025Q3: 21,596 shares; 2025Q4: 18,943 shares 18,943 $2.53M 0.17% -2,653 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,268 shares; 2024Q4: 22,543 shares; 2025Q1: 21,505 shares; 2025Q2: 21,367 shares; 2025Q3: 21,650 shares; 2025Q4: 22,788 shares 22,788 $2.43M 0.16% +1,138 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,322 shares; 2024Q4: 17,415 shares; 2025Q1: 24,463 shares; 2025Q2: 25,017 shares; 2025Q3: 25,268 shares; 2025Q4: 24,241 shares 24,241 $2.41M 0.16% -1,027 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,993 shares; 2024Q4: 22,058 shares; 2025Q1: 23,188 shares; 2025Q2: 23,940 shares; 2025Q3: 24,392 shares; 2025Q4: 26,327 shares 26,327 $2.39M 0.16% +1,935 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,700 shares; 2024Q4: 56,220 shares; 2025Q1: 58,261 shares; 2025Q2: 67,013 shares; 2025Q3: 64,638 shares; 2025Q4: 61,422 shares 61,422 $2.35M 0.15% -3,216 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69,495 shares; 2025Q3: 84,645 shares; 2025Q4: 84,969 shares 84,969 $2.32M 0.15% +324 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,724 shares; 2024Q4: 43,934 shares; 2025Q1: 65,458 shares; 2025Q2: 65,079 shares; 2025Q3: 62,263 shares; 2025Q4: 46,662 shares 46,662 $2.31M 0.15% -15,601 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,624 shares; 2024Q4: 22,636 shares; 2025Q1: 22,840 shares; 2025Q2: 23,707 shares; 2025Q3: 22,793 shares; 2025Q4: 24,884 shares 24,884 $2.3M 0.15% +2,091 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,323 shares; 2024Q4: 12,190 shares; 2025Q1: 13,092 shares; 2025Q2: 13,551 shares; 2025Q3: 13,403 shares; 2025Q4: 12,599 shares 12,599 $2.28M 0.15% -804 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,103 shares; 2024Q4: 16,226 shares; 2025Q1: 16,058 shares; 2025Q2: 14,751 shares; 2025Q3: 11,812 shares; 2025Q4: 11,939 shares 11,939 $2.21M 0.14% +127 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,513 shares; 2024Q4: 88,770 shares; 2025Q1: 91,831 shares; 2025Q2: 74,048 shares; 2025Q3: 72,715 shares; 2025Q4: 74,535 shares 74,535 $2.19M 0.14% +1,820 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,205 shares; 2025Q2: 26,791 shares; 2025Q3: 34,310 shares; 2025Q4: 45,632 shares 45,632 $2.12M 0.14% +11,322 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,056 shares; 2024Q4: 46,769 shares; 2025Q1: 47,102 shares; 2025Q2: 48,593 shares; 2025Q3: 44,915 shares; 2025Q4: 45,084 shares 45,084 $2.11M 0.14% +169 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,334 shares; 2024Q4: 51,319 shares; 2025Q1: 49,374 shares; 2025Q2: 50,002 shares; 2025Q3: 43,511 shares; 2025Q4: 42,933 shares 42,933 $2.11M 0.14% -578 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,474 shares; 2024Q4: 6,310 shares; 2025Q1: 8,649 shares; 2025Q2: 8,488 shares; 2025Q3: 8,543 shares; 2025Q4: 9,965 shares 9,965 $2.1M 0.14% +1,422 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,876 shares; 2024Q4: 15,028 shares; 2025Q1: 14,811 shares; 2025Q2: 14,440 shares; 2025Q3: 41,760 shares; 2025Q4: 41,818 shares 41,818 $2.09M 0.14% +58 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,225 shares; 2024Q4: 44,926 shares; 2025Q1: 43,883 shares; 2025Q2: 35,604 shares; 2025Q3: 30,646 shares; 2025Q4: 32,081 shares 32,081 $2.03M 0.13% +1,435 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,736 shares; 2024Q4: 15,892 shares; 2025Q1: 16,229 shares; 2025Q2: 18,141 shares; 2025Q3: 20,820 shares; 2025Q4: 23,770 shares 23,770 $2.01M 0.13% +2,950 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,626 shares; 2024Q4: 15,798 shares; 2025Q1: 22,588 shares; 2025Q2: 31,111 shares; 2025Q3: 5,530 shares; 2025Q4: 20,598 shares 20,598 $1.98M 0.13% +15,068 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,537 shares; 2024Q4: 66,309 shares; 2025Q1: 64,699 shares; 2025Q2: 75,788 shares; 2025Q3: 79,371 shares; 2025Q4: 80,675 shares 80,675 $1.94M 0.13% +1,304 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,951 shares; 2024Q4: 21,903 shares; 2025Q1: 19,095 shares; 2025Q2: 19,309 shares; 2025Q3: 17,881 shares; 2025Q4: 16,960 shares 16,960 $1.93M 0.13% -921 Timeline EPU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,974 shares; 2025Q3: 28,694 shares; 2025Q4: 26,143 shares 26,143 $1.89M 0.12% -2,551 Timeline XSHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,690 shares; 2025Q2: 35,382 shares; 2025Q3: 39,788 shares; 2025Q4: 44,575 shares 44,575 $1.88M 0.12% +4,787 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,572 shares; 2024Q4: 10,311 shares; 2025Q1: 10,813 shares; 2025Q2: 11,143 shares; 2025Q3: 11,258 shares; 2025Q4: 11,727 shares 11,727 $1.88M 0.12% +469 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,721 shares; 2024Q4: 34,674 shares; 2025Q1: 24,194 shares; 2025Q2: 24,363 shares; 2025Q3: 25,068 shares; 2025Q4: 24,175 shares 24,175 $1.8M 0.12% -893 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,798 shares; 2024Q4: 85,985 shares; 2025Q1: 79,652 shares; 2025Q2: 69,678 shares; 2025Q3: 68,950 shares; 2025Q4: 66,475 shares 66,475 $1.79M 0.12% -2,475 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,665 shares; 2024Q4: 22,742 shares; 2025Q1: 25,086 shares; 2025Q2: 33,266 shares; 2025Q3: 43,505 shares; 2025Q4: 45,436 shares 45,436 $1.78M 0.12% +1,931 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,327 shares; 2024Q4: 11,105 shares; 2025Q1: 11,286 shares; 2025Q2: 10,409 shares; 2025Q3: 9,993 shares; 2025Q4: 10,876 shares 10,876 $1.76M 0.12% +883 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,824 shares; 2025Q1: 13,699 shares; 2025Q2: 13,866 shares; 2025Q3: 16,305 shares; 2025Q4: 18,704 shares 18,704 $1.76M 0.11% +2,399 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,033 shares; 2024Q4: 18,844 shares; 2025Q1: 18,411 shares; 2025Q2: 18,179 shares; 2025Q3: 23,050 shares; 2025Q4: 26,699 shares 26,699 $1.74M 0.11% +3,649 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,700 shares; 2024Q4: 5,885 shares; 2025Q1: 8,415 shares; 2025Q2: 9,269 shares; 2025Q3: 15,018 shares; 2025Q4: 14,981 shares 14,981 $1.72M 0.11% -37 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,848 shares; 2024Q4: 69,209 shares; 2025Q1: 72,590 shares; 2025Q2: 62,605 shares; 2025Q3: 61,858 shares; 2025Q4: 62,393 shares 62,393 $1.7M 0.11% +535 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,362 shares; 2024Q4: 17,344 shares; 2025Q1: 25,946 shares; 2025Q2: 26,178 shares; 2025Q3: 24,461 shares; 2025Q4: 24,498 shares 24,498 $1.7M 0.11% +37 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,542 shares; 2025Q4: 23,751 shares 23,751 $1.7M 0.11% +1,209 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,215 shares; 2025Q4: 63,040 shares 63,040 $1.7M 0.11% +41,825 Timeline IQDY FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,394 shares; 2025Q1: 19,039 shares; 2025Q2: 17,901 shares; 2025Q3: 46,672 shares; 2025Q4: 46,226 shares 46,226 $1.69M 0.11% -446 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,923 shares; 2024Q4: 27,153 shares; 2025Q1: 29,742 shares; 2025Q2: 33,819 shares; 2025Q3: 32,301 shares; 2025Q4: 33,617 shares 33,617 $1.68M 0.11% +1,316 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,760 shares; 2024Q4: 14,489 shares; 2025Q1: 12,287 shares; 2025Q2: 12,608 shares; 2025Q3: 12,620 shares; 2025Q4: 13,082 shares 13,082 $1.66M 0.11% +462 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,237 shares 15,237 $1.66M 0.11% new Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,984 shares; 2024Q4: 28,171 shares; 2025Q1: 26,843 shares; 2025Q2: 27,519 shares; 2025Q3: 23,133 shares; 2025Q4: 19,784 shares 19,784 $1.63M 0.11% -3,349 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,238 shares; 2025Q1: 18,576 shares; 2025Q2: 19,724 shares; 2025Q3: 20,856 shares; 2025Q4: 21,099 shares 21,099 $1.63M 0.11% +243 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,839 shares; 2025Q1: 25,079 shares; 2025Q2: 27,036 shares; 2025Q3: 27,562 shares; 2025Q4: 26,589 shares 26,589 $1.61M 0.11% -973 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,360 shares; 2024Q4: 9,274 shares; 2025Q1: 8,410 shares; 2025Q2: 5,785 shares; 2025Q3: 5,535 shares; 2025Q4: 5,482 shares 5,482 $1.58M 0.1% -53 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,762 shares; 2024Q4: 16,074 shares; 2025Q1: 13,405 shares; 2025Q2: 14,581 shares; 2025Q3: 13,180 shares; 2025Q4: 12,365 shares 12,365 $1.56M 0.1% -815 Timeline HTUS CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,764 shares; 2025Q1: 37,827 shares; 2025Q2: 37,113 shares; 2025Q3: 38,642 shares; 2025Q4: 38,904 shares 38,904 $1.54M 0.1% +262 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,727 shares; 2024Q4: 32,303 shares; 2025Q1: 33,388 shares; 2025Q2: 32,982 shares; 2025Q3: 30,856 shares; 2025Q4: 31,538 shares 31,538 $1.52M 0.1% +682 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,194 shares; 2024Q4: 15,728 shares; 2025Q1: 15,124 shares; 2025Q2: 15,098 shares; 2025Q3: 8,969 shares; 2025Q4: 9,181 shares 9,181 $1.42M 0.09% +212 Timeline SEPQ LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,441 shares 54,441 $1.38M 0.09% new Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,249 shares; 2024Q4: 38,228 shares; 2025Q1: 40,629 shares; 2025Q2: 38,692 shares; 2025Q3: 38,934 shares; 2025Q4: 37,114 shares 37,114 $1.37M 0.09% -1,820 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,444 shares; 2024Q4: 40,276 shares; 2025Q1: 40,270 shares; 2025Q2: 40,750 shares; 2025Q3: 38,699 shares; 2025Q4: 37,549 shares 37,549 $1.37M 0.09% -1,150 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,434 shares; 2024Q4: 6,073 shares; 2025Q1: 6,137 shares; 2025Q2: 6,564 shares; 2025Q3: 8,150 shares; 2025Q4: 7,968 shares 7,968 $1.36M 0.09% -182 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,339 shares; 2024Q4: 9,576 shares; 2025Q1: 9,040 shares; 2025Q2: 9,750 shares; 2025Q3: 9,568 shares; 2025Q4: 9,093 shares 9,093 $1.35M 0.09% -475 Timeline NBOS NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,650 shares; 2025Q3: 44,388 shares; 2025Q4: 49,255 shares 49,255 $1.34M 0.09% +4,867 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,401 shares; 2024Q4: 16,686 shares; 2025Q1: 15,205 shares; 2025Q2: 13,832 shares; 2025Q3: 13,212 shares; 2025Q4: 10,971 shares 10,971 $1.33M 0.09% -2,241 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,426 shares; 2024Q4: 22,064 shares; 2025Q1: 21,715 shares; 2025Q2: 11,761 shares; 2025Q3: 12,143 shares; 2025Q4: 13,719 shares 13,719 $1.32M 0.09% +1,576 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,106 shares; 2025Q1: 3,159 shares; 2025Q2: 10,369 shares; 2025Q3: 10,617 shares; 2025Q4: 10,871 shares 10,871 $1.3M 0.08% +254 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,316 shares; 2024Q4: 13,515 shares; 2025Q1: 22,580 shares; 2025Q2: 28,490 shares; 2025Q3: 28,523 shares; 2025Q4: 29,512 shares 29,512 $1.25M 0.08% +989 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,799 shares; 2024Q4: 13,480 shares; 2025Q1: 11,132 shares; 2025Q2: 8,273 shares; 2025Q3: 8,733 shares; 2025Q4: 8,720 shares 8,720 $1.21M 0.08% -13 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,233 shares; 2024Q4: 16,383 shares; 2025Q1: 16,788 shares; 2025Q2: 16,816 shares; 2025Q3: 16,635 shares; 2025Q4: 16,491 shares 16,491 $1.21M 0.08% -144 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,202 shares; 2025Q3: 27,312 shares; 2025Q4: 28,034 shares 28,034 $1.21M 0.08% +722 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,964 shares; 2024Q4: 8,962 shares; 2025Q1: 8,962 shares; 2025Q2: 10,493 shares; 2025Q3: 10,454 shares; 2025Q4: 10,574 shares 10,574 $1.2M 0.08% +120 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,095 shares; 2025Q3: 8,997 shares; 2025Q4: 9,364 shares 9,364 $1.19M 0.08% +367 Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,995 shares; 2025Q4: 61,850 shares 61,850 $1.18M 0.08% +3,855 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,846 shares; 2024Q4: 40,158 shares; 2025Q1: 41,399 shares; 2025Q2: 40,079 shares; 2025Q3: 44,816 shares; 2025Q4: 46,125 shares 46,125 $1.16M 0.08% +1,309 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,256 shares; 2024Q4: 3,274 shares; 2025Q1: 3,062 shares; 2025Q2: 3,345 shares; 2025Q3: 2,905 shares; 2025Q4: 2,914 shares 2,914 $1.15M 0.08% +9 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,811 shares; 2025Q1: 6,616 shares; 2025Q2: 5,917 shares; 2025Q3: 6,159 shares; 2025Q4: 6,283 shares 6,283 $1.13M 0.07% +124 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,144 shares; 2024Q4: 2,298 shares; 2025Q1: 2,840 shares; 2025Q2: 3,271 shares; 2025Q3: 3,382 shares; 2025Q4: 3,490 shares 3,490 $1.12M 0.07% +108 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,678 shares; 2025Q3: 9,089 shares; 2025Q4: 12,610 shares 12,610 $1.08M 0.07% +3,521 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,546 shares; 2024Q4: 8,572 shares; 2025Q1: 49,247 shares; 2025Q2: 50,581 shares; 2025Q3: 20,786 shares; 2025Q4: 22,011 shares 22,011 $1.06M 0.07% +1,225 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,686 shares; 2024Q4: 6,943 shares; 2025Q1: 7,144 shares; 2025Q2: 7,511 shares; 2025Q3: 7,412 shares; 2025Q4: 7,413 shares 7,413 $1.05M 0.07% +1 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,371 shares; 2024Q4: 8,499 shares; 2025Q1: 9,049 shares; 2025Q2: 5,530 shares; 2025Q3: 5,939 shares; 2025Q4: 6,529 shares 6,529 $1.04M 0.07% +590 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,782 shares; 2024Q4: 15,615 shares; 2025Q1: 15,325 shares; 2025Q2: 15,896 shares; 2025Q3: 13,975 shares; 2025Q4: 14,155 shares 14,155 $1.02M 0.07% +180 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,974 shares; 2024Q4: 22,836 shares; 2025Q1: 21,833 shares; 2025Q2: 12,221 shares; 2025Q3: 11,220 shares; 2025Q4: 10,576 shares 10,576 $987K 0.06% -644 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,497 shares; 2024Q4: 17,069 shares; 2025Q1: 18,320 shares; 2025Q2: 19,303 shares; 2025Q3: 19,434 shares; 2025Q4: 21,563 shares 21,563 $982K 0.06% +2,129 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,323 shares; 2024Q4: 9,071 shares; 2025Q1: 8,308 shares; 2025Q2: 7,717 shares; 2025Q3: 7,231 shares; 2025Q4: 5,683 shares 5,683 $954K 0.06% -1,548 Timeline SPRX LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,641 shares 24,641 $949K 0.06% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 5,443 shares; 2025Q1: 5,136 shares; 2025Q2: 3,712 shares; 2025Q3: 3,910 shares; 2025Q4: 6,547 shares 6,547 $940K 0.06% +2,637 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,381 shares; 2024Q4: 32,763 shares; 2025Q1: 31,208 shares; 2025Q2: 44,446 shares; 2025Q3: 38,805 shares; 2025Q4: 17,568 shares 17,568 $909K 0.06% -21,237 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,301 shares; 2024Q4: 29,555 shares; 2025Q1: 29,063 shares; 2025Q2: 25,615 shares; 2025Q3: 26,327 shares; 2025Q4: 26,732 shares 26,732 $904K 0.06% +405 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,434 shares; 2025Q3: 16,380 shares; 2025Q4: 21,808 shares 21,808 $902K 0.06% +5,428 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,573 shares 4,573 $876K 0.06% new Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,888 shares; 2024Q4: 3,655 shares; 2025Q1: 3,715 shares; 2025Q2: 3,620 shares; 2025Q3: 3,500 shares; 2025Q4: 3,423 shares 3,423 $860K 0.06% -77 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,484 shares 37,484 $859K 0.06% new Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,064 shares; 2024Q4: 21,403 shares; 2025Q1: 20,662 shares; 2025Q2: 25,270 shares; 2025Q3: 22,249 shares; 2025Q4: 18,082 shares 18,082 $852K 0.06% -4,167 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,671 shares; 2024Q4: 106,254 shares; 2025Q1: 81,722 shares; 2025Q2: 79,586 shares; 2025Q3: 13,904 shares; 2025Q4: 13,647 shares 13,647 $848K 0.06% -257 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,980 shares; 2025Q4: 18,471 shares 18,471 $842K 0.06% +1,491 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,392 shares; 2024Q4: 7,311 shares; 2025Q1: 9,283 shares; 2025Q2: 9,782 shares; 2025Q3: 9,889 shares; 2025Q4: 9,259 shares 9,259 $807K 0.05% -630 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,087 shares; 2025Q3: 7,451 shares; 2025Q4: 7,638 shares 7,638 $778K 0.05% +187 Timeline FDM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,570 shares; 2024Q4: 7,009 shares; 2025Q1: 6,971 shares; 2025Q2: 8,686 shares; 2025Q3: 8,955 shares; 2025Q4: 9,745 shares 9,745 $776K 0.05% +790 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,969 shares; 2024Q4: 3,568 shares; 2025Q1: 3,557 shares; 2025Q2: 3,383 shares; 2025Q3: 3,260 shares; 2025Q4: 3,855 shares 3,855 $766K 0.05% +595 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,001 shares; 2024Q4: 9,048 shares; 2025Q1: 9,114 shares; 2025Q2: 7,922 shares; 2025Q3: 7,366 shares; 2025Q4: 7,701 shares 7,701 $746K 0.05% +335 Timeline PUI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,075 shares; 2025Q4: 17,031 shares 17,031 $742K 0.05% +956 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,205 shares; 2024Q4: 7,594 shares; 2025Q1: 10,387 shares; 2025Q2: 11,079 shares; 2025Q3: 11,475 shares; 2025Q4: 12,571 shares 12,571 $738K 0.05% +1,096 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,888 shares; 2024Q4: 14,490 shares; 2025Q1: 14,285 shares; 2025Q2: 13,961 shares; 2025Q3: 7,528 shares; 2025Q4: 7,718 shares 7,718 $735K 0.05% +190 Timeline JSML JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,784 shares; 2025Q4: 9,788 shares 9,788 $720K 0.05% +1,004 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 347,692 shares; 2025Q1: 35,659 shares; 2025Q2: 37,087 shares; 2025Q3: 40,483 shares; 2025Q4: 36,814 shares 36,814 $714K 0.05% -3,669 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,302 shares; 2025Q3: 8,058 shares; 2025Q4: 8,059 shares 8,059 $710K 0.05% +1 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,683 shares; 2024Q4: 13,068 shares; 2025Q1: 13,887 shares; 2025Q2: 11,997 shares; 2025Q3: 13,737 shares; 2025Q4: 14,070 shares 14,070 $704K 0.05% +333 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,815 shares; 2024Q4: 6,779 shares; 2025Q1: 6,791 shares; 2025Q2: 6,791 shares; 2025Q3: 6,794 shares; 2025Q4: 7,109 shares 7,109 $695K 0.05% +315 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,213 shares; 2025Q4: 40,673 shares 40,673 $692K 0.05% -540 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,041 shares; 2024Q4: 6,708 shares; 2025Q1: 6,433 shares; 2025Q2: 6,078 shares; 2025Q3: 6,301 shares; 2025Q4: 6,158 shares 6,158 $688K 0.05% -143 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,260 shares; 2024Q4: 17,528 shares; 2025Q1: 15,301 shares; 2025Q2: 14,547 shares; 2025Q3: 14,590 shares; 2025Q4: 14,315 shares 14,315 $687K 0.04% -275 Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,952 shares; 2025Q4: 15,725 shares 15,725 $685K 0.04% +2,773 Timeline RZV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,701 shares; 2025Q4: 5,701 shares 5,701 $678K 0.04% 0 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,141 shares 26,141 $667K 0.04% new Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,001 shares; 2024Q4: 15,048 shares; 2025Q1: 15,291 shares; 2025Q2: 15,234 shares; 2025Q3: 15,207 shares; 2025Q4: 15,459 shares 15,459 $664K 0.04% +252 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,939 shares; 2024Q4: 82,239 shares; 2025Q1: 19,231 shares; 2025Q2: 21,028 shares; 2025Q3: 22,083 shares; 2025Q4: 20,877 shares 20,877 $662K 0.04% -1,206 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,907 shares; 2024Q4: 2,232 shares; 2025Q1: 2,214 shares; 2025Q2: 2,255 shares; 2025Q3: 2,150 shares; 2025Q4: 2,185 shares 2,185 $652K 0.04% +35 Timeline EMBD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,682 shares; 2025Q1: 8,866 shares; 2025Q2: 21,666 shares; 2025Q3: 22,820 shares; 2025Q4: 27,087 shares 27,087 $650K 0.04% +4,267 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,397 shares; 2025Q1: 8,397 shares; 2025Q2: 8,497 shares; 2025Q3: 8,497 shares; 2025Q4: 8,741 shares 8,741 $643K 0.04% +244 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,525 shares; 2025Q1: 15,563 shares; 2025Q2: 13,148 shares; 2025Q3: 13,256 shares; 2025Q4: 12,328 shares 12,328 $630K 0.04% -928 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,909 shares; 2024Q4: 9,036 shares; 2025Q1: 9,432 shares; 2025Q2: 8,198 shares; 2025Q3: 8,198 shares; 2025Q4: 8,198 shares 8,198 $620K 0.04% 0 Timeline AOHY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,145 shares; 2025Q2: 25,008 shares; 2025Q3: 54,112 shares; 2025Q4: 55,753 shares 55,753 $619K 0.04% +1,641 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,992 shares; 2024Q4: 5,852 shares; 2025Q1: 5,366 shares; 2025Q2: 6,013 shares; 2025Q3: 6,053 shares; 2025Q4: 6,016 shares 6,016 $617K 0.04% -37 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,602 shares; 2024Q4: 9,618 shares; 2025Q1: 9,684 shares; 2025Q2: 11,344 shares; 2025Q3: 12,085 shares; 2025Q4: 13,903 shares 13,903 $611K 0.04% +1,818 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,306 shares; 2024Q4: 6,220 shares; 2025Q1: 7,323 shares; 2025Q2: 7,492 shares; 2025Q3: 7,329 shares; 2025Q4: 8,120 shares 8,120 $591K 0.04% +791 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,041 shares; 2025Q1: 6,190 shares; 2025Q2: 6,092 shares; 2025Q3: 9,237 shares; 2025Q4: 14,540 shares 14,540 $589K 0.04% +5,303 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,097 shares; 2024Q4: 53,663 shares; 2025Q1: 50,528 shares; 2025Q2: 43,972 shares; 2025Q3: 11,334 shares; 2025Q4: 9,901 shares 9,901 $587K 0.04% -1,433 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,466 shares; 2024Q4: 9,469 shares; 2025Q1: 9,580 shares; 2025Q2: 9,803 shares; 2025Q3: 5,882 shares; 2025Q4: 6,465 shares 6,465 $572K 0.04% +583 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,068 shares; 2025Q3: 10,114 shares; 2025Q4: 10,315 shares 10,315 $572K 0.04% +201 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,427 shares; 2024Q4: 5,671 shares; 2025Q1: 5,595 shares; 2025Q2: 5,302 shares; 2025Q3: 5,387 shares; 2025Q4: 4,919 shares 4,919 $559K 0.04% -468 Timeline MORT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,613 shares; 2024Q4: 36,639 shares; 2025Q1: 37,992 shares; 2025Q2: 47,473 shares; 2025Q3: 52,215 shares; 2025Q4: 53,192 shares 53,192 $559K 0.04% +977 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,037 shares; 2024Q4: 2,999 shares; 2025Q1: 2,360 shares; 2025Q2: 2,122 shares; 2025Q3: 2,068 shares; 2025Q4: 2,073 shares 2,073 $558K 0.04% +5 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,625 shares; 2025Q3: 7,802 shares; 2025Q4: 7,829 shares 7,829 $556K 0.04% +27 Timeline PKB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,942 shares 5,942 $550K 0.04% new Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,723 shares; 2025Q3: 16,248 shares; 2025Q4: 16,275 shares 16,275 $529K 0.03% +27 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,475 shares; 2024Q4: 5,456 shares; 2025Q1: 5,378 shares; 2025Q2: 5,611 shares; 2025Q3: 5,614 shares; 2025Q4: 6,042 shares 6,042 $511K 0.03% +428 Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,407 shares; 2025Q1: 16,271 shares; 2025Q2: 12,689 shares; 2025Q3: 18,212 shares; 2025Q4: 20,322 shares 20,322 $496K 0.03% +2,110 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,998 shares; 2024Q4: 8,290 shares; 2025Q1: 8,289 shares; 2025Q2: 7,330 shares; 2025Q3: 7,561 shares; 2025Q4: 9,810 shares 9,810 $495K 0.03% +2,249 Timeline JPME J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,616 shares; 2024Q4: 4,734 shares; 2025Q1: 4,453 shares; 2025Q2: 4,590 shares; 2025Q3: 4,426 shares; 2025Q4: 4,497 shares 4,497 $489K 0.03% +71 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,884 shares; 2024Q4: 6,791 shares; 2025Q1: 6,401 shares; 2025Q2: 6,198 shares; 2025Q3: 4,727 shares; 2025Q4: 5,135 shares 5,135 $484K 0.03% +408 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,748 shares; 2024Q4: 3,681 shares; 2025Q1: 3,889 shares; 2025Q2: 3,595 shares; 2025Q3: 3,595 shares; 2025Q4: 3,595 shares 3,595 $476K 0.03% 0 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,863 shares; 2024Q4: 18,412 shares; 2025Q1: 19,291 shares; 2025Q2: 4,045 shares; 2025Q3: 2,026 shares; 2025Q4: 2,064 shares 2,064 $475K 0.03% +38 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,364 shares; 2024Q4: 7,930 shares; 2025Q1: 7,828 shares; 2025Q2: 7,678 shares; 2025Q3: 7,739 shares; 2025Q4: 7,907 shares 7,907 $472K 0.03% +168 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,817 shares; 2024Q4: 30,331 shares; 2025Q1: 26,552 shares; 2025Q2: 19,101 shares; 2025Q3: 20,357 shares; 2025Q4: 20,918 shares 20,918 $471K 0.03% +561 Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,692 shares; 2024Q4: 8,574 shares; 2025Q1: 8,834 shares; 2025Q2: 9,442 shares; 2025Q3: 9,776 shares; 2025Q4: 7,454 shares 7,454 $448K 0.03% -2,322 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,359 shares; 2025Q1: 9,884 shares; 2025Q2: 7,649 shares; 2025Q3: 9,191 shares; 2025Q4: 9,263 shares 9,263 $444K 0.03% +72 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,880 shares 21,880 $439K 0.03% new Timeline CMDY ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,482 shares; 2025Q1: 5,572 shares; 2025Q2: 6,027 shares; 2025Q3: 7,250 shares; 2025Q4: 8,803 shares 8,803 $429K 0.03% +1,553 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,880 shares; 2024Q4: 28,439 shares; 2025Q1: 20,510 shares; 2025Q2: 20,427 shares; 2025Q3: 19,925 shares; 2025Q4: 20,334 shares 20,334 $425K 0.03% +409 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,575 shares; 2025Q3: 4,575 shares; 2025Q4: 4,578 shares 4,578 $409K 0.03% +3 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,003 shares; 2024Q4: 4,003 shares; 2025Q1: 4,003 shares; 2025Q2: 4,003 shares; 2025Q3: 4,003 shares; 2025Q4: 4,003 shares 4,003 $409K 0.03% 0 Timeline QMOM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,570 shares; 2025Q1: 6,570 shares; 2025Q2: 6,570 shares; 2025Q3: 6,183 shares; 2025Q4: 6,183 shares 6,183 $404K 0.03% 0 Timeline FBCV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,332 shares; 2025Q4: 11,193 shares 11,193 $399K 0.03% +2,861 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,118 shares; 2024Q4: 6,715 shares; 2025Q1: 2,934 shares; 2025Q2: 2,704 shares; 2025Q3: 2,540 shares; 2025Q4: 2,046 shares 2,046 $396K 0.03% -494 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,783 shares; 2024Q4: 3,702 shares; 2025Q1: 4,489 shares; 2025Q2: 4,680 shares; 2025Q3: 4,479 shares; 2025Q4: 2,567 shares 2,567 $395K 0.03% -1,912 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,508 shares 9,508 $391K 0.03% new Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,547 shares; 2024Q4: 6,806 shares; 2025Q1: 6,597 shares; 2025Q2: 6,692 shares; 2025Q3: 5,995 shares; 2025Q4: 5,995 shares 5,995 $389K 0.03% 0 Timeline RFV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,771 shares; 2024Q4: 20,518 shares; 2025Q1: 21,277 shares; 2025Q2: 2,976 shares; 2025Q3: 3,042 shares; 2025Q4: 3,030 shares 3,030 $387K 0.03% -12 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,599 shares; 2024Q4: 2,601 shares; 2025Q1: 2,601 shares; 2025Q2: 3,664 shares; 2025Q3: 3,698 shares; 2025Q4: 4,128 shares 4,128 $382K 0.02% +430 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,446 shares 3,446 $379K 0.02% new Timeline FMUB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,432 shares 7,432 $379K 0.02% new Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,310 shares 8,310 $377K 0.02% new Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,535 shares; 2024Q4: 9,551 shares; 2025Q1: 9,780 shares; 2025Q2: 9,983 shares; 2025Q3: 10,123 shares; 2025Q4: 10,587 shares 10,587 $372K 0.02% +464 Timeline AMZA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,657 shares; 2025Q1: 8,322 shares; 2025Q2: 8,322 shares; 2025Q3: 8,264 shares; 2025Q4: 9,338 shares 9,338 $369K 0.02% +1,074 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,219 shares; 2025Q1: 4,910 shares; 2025Q2: 4,448 shares; 2025Q3: 4,674 shares; 2025Q4: 5,699 shares 5,699 $367K 0.02% +1,025 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,066 shares; 2024Q4: 1,933 shares; 2025Q1: 1,791 shares; 2025Q2: 1,702 shares; 2025Q3: 1,646 shares; 2025Q4: 1,607 shares 1,607 $361K 0.02% -39 Timeline BBHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,260 shares; 2025Q4: 7,737 shares 7,737 $360K 0.02% +1,477 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,787 shares; 2025Q4: 5,787 shares 5,787 $353K 0.02% 0 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,559 shares; 2025Q1: 2,847 shares; 2025Q2: 2,847 shares; 2025Q3: 2,847 shares; 2025Q4: 2,716 shares 2,716 $352K 0.02% -131 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,571 shares 11,571 $349K 0.02% new Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,099 shares; 2025Q4: 5,185 shares 5,185 $348K 0.02% +2,086 Timeline CHIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,354 shares 16,354 $348K 0.02% new Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,941 shares; 2024Q4: 159,340 shares; 2025Q1: 148,389 shares; 2025Q2: 105,961 shares; 2025Q3: 14,778 shares; 2025Q4: 15,078 shares 15,078 $347K 0.02% +300 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,791 shares; 2025Q1: 6,791 shares; 2025Q2: 6,791 shares; 2025Q3: 5,663 shares; 2025Q4: 6,852 shares 6,852 $347K 0.02% +1,189 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,183 shares; 2024Q4: 12,894 shares; 2025Q1: 17,501 shares; 2025Q2: 17,652 shares; 2025Q3: 14,001 shares; 2025Q4: 13,252 shares 13,252 $344K 0.02% -749 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,803 shares; 2025Q2: 3,218 shares; 2025Q3: 3,267 shares; 2025Q4: 3,287 shares 3,287 $338K 0.02% +20 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,414 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,676 shares 6,676 $338K 0.02% new Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,488 shares; 2024Q4: 5,916 shares; 2025Q1: 7,070 shares; 2025Q2: 6,934 shares; 2025Q3: 6,222 shares; 2025Q4: 6,932 shares 6,932 $326K 0.02% +710 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,732 shares 3,732 $322K 0.02% new Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,687 shares; 2025Q3: 7,688 shares; 2025Q4: 8,458 shares 8,458 $320K 0.02% +770 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,437 shares 5,437 $317K 0.02% new Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,253 shares; 2025Q4: 2,834 shares 2,834 $307K 0.02% +581 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,761 shares; 2024Q4: not reported; 2025Q1: 9,019 shares; 2025Q2: 10,783 shares; 2025Q3: 13,223 shares; 2025Q4: 13,103 shares 13,103 $302K 0.02% -120 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,975 shares; 2024Q4: 3,071 shares; 2025Q1: 3,107 shares; 2025Q2: 2,291 shares; 2025Q3: 2,375 shares; 2025Q4: 2,313 shares 2,313 $301K 0.02% -62 Timeline KCE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares 2,000 $300K 0.02% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,493 shares; 2024Q4: 1,534 shares; 2025Q1: 1,547 shares; 2025Q2: 1,415 shares; 2025Q3: 1,415 shares; 2025Q4: 2,429 shares 2,429 $290K 0.02% +1,014 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,735 shares; 2024Q4: 23,265 shares; 2025Q1: 25,535 shares; 2025Q2: 9,081 shares; 2025Q3: 10,792 shares; 2025Q4: 10,899 shares 10,899 $288K 0.02% +107 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,289 shares; 2025Q1: 9,164 shares; 2025Q2: 10,188 shares; 2025Q3: 10,139 shares; 2025Q4: 9,852 shares 9,852 $288K 0.02% -287 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,053 shares; 2025Q4: 5,314 shares 5,314 $287K 0.02% +1,261 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,129 shares; 2024Q4: 83,175 shares; 2025Q1: 8,646 shares; 2025Q2: 8,201 shares; 2025Q3: 8,201 shares; 2025Q4: 5,920 shares 5,920 $278K 0.02% -2,281 Timeline RVNU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,519 shares; 2024Q4: 8,916 shares; 2025Q1: 9,884 shares; 2025Q2: 9,259 shares; 2025Q3: 11,376 shares; 2025Q4: 11,329 shares 11,329 $278K 0.02% -47 Timeline IDLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,101 shares; 2024Q4: 8,101 shares; 2025Q1: 8,101 shares; 2025Q2: 8,101 shares; 2025Q3: 8,101 shares; 2025Q4: 8,101 shares 8,101 $275K 0.02% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,742 shares; 2025Q4: 6,017 shares 6,017 $267K 0.02% +1,275 Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,910 shares; 2024Q4: 4,910 shares; 2025Q1: 4,910 shares; 2025Q2: 4,910 shares; 2025Q3: 4,910 shares; 2025Q4: 4,910 shares 4,910 $265K 0.02% 0 Timeline ARKX ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,850 shares 8,850 $256K 0.02% new Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,165 shares 2,165 $246K 0.02% new Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,547 shares; 2025Q4: 3,368 shares 3,368 $241K 0.02% -179 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,361 shares; 2024Q4: 3,316 shares; 2025Q1: 3,316 shares; 2025Q2: 3,922 shares; 2025Q3: 2,584 shares; 2025Q4: 2,356 shares 2,356 $238K 0.02% -228 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,061 shares; 2024Q4: 3,599 shares; 2025Q1: 3,599 shares; 2025Q2: 3,332 shares; 2025Q3: 2,817 shares; 2025Q4: 2,817 shares 2,817 $237K 0.02% 0 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,960 shares; 2024Q4: 7,069 shares; 2025Q1: 6,127 shares; 2025Q2: 6,395 shares; 2025Q3: 8,958 shares; 2025Q4: 4,618 shares 4,618 $237K 0.02% -4,340 Timeline HYXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,552 shares; 2024Q4: 4,473 shares; 2025Q1: 5,097 shares; 2025Q2: 4,713 shares; 2025Q3: 4,811 shares; 2025Q4: 4,917 shares 4,917 $232K 0.02% +106 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,482 shares; 2025Q4: 1,474 shares 1,474 $231K 0.02% -8 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,226 shares 1,226 $229K 0.01% new Timeline BKHY BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,688 shares 4,688 $225K 0.01% new Timeline FIXT TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,481 shares; 2025Q3: 5,972 shares; 2025Q4: 5,809 shares 5,809 $222K 0.01% -163 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,586 shares 8,586 $209K 0.01% new Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,116 shares 3,116 $205K 0.01% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,633 shares; 2024Q4: 8,270 shares; 2025Q1: 7,887 shares; 2025Q2: 8,416 shares; 2025Q3: 4,023 shares; 2025Q4: 2,858 shares 2,858 $204K 0.01% -1,165 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,446 shares 4,446 $204K 0.01% new Timeline WOOD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,826 shares 2,826 $204K 0.01% new Timeline PICB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,407 shares 8,407 $201K 0.01% new Timeline