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Fifth Third Securities, Inc.

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13F filer, CIK 73956, Cincinnati, OH

Fifth Third Securities, Inc. reported $1,545,868,061 across 341 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-15. Its ten largest share positions make up 28.42% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001193125-26-156459

Period
2026-03-31
Reported value
$1.55B
Holdings
341
Top 10 weight
28.42%
New
20
Sold out
11

Part of the filer group FIFTH THIRD BANK, NATIONAL ASSOCIATION

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VONGadded+55,416$6.08M
XSMOadded+63,667$4.84M
EDIVnew+122,331$4.83M
IEFAnew+35,563$3.22M
IVVadded+4,045$2.64M

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

Largest sells vs the previous quarter

SecurityShares changeApprox. value
XLFreduced-113,567-$5.61M
UCONreduced-96,416-$2.39M
IAUreduced-23,967-$2.11M
AVUSreduced-17,205-$1.91M
SPYVreduced-19,787-$1.12M

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

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001193125-26-156459, largest first. % of portfolio is the value over $1,545,868,060, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 113,784 shares 113,784$65.7M4.25%+2,046Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 109,057 shares 109,057$65.2M4.22%-235Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 96,910 shares 96,910$63.3M4.09%+4,045Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 74,691 shares 74,691$48.6M3.14%-1,387Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 121,249 shares 121,249$38.9M2.52%-2,342Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 82,239 shares 82,239$35.9M2.32%+1,581Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 500,675 shares 500,675$35.1M2.27%+2,994Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 537,822 shares 537,822$30.4M1.97%-19,787Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 68,417 shares 68,417$29.4M1.9%+859Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 363,057 shares 363,057$26.7M1.73%+5,175Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 412,934 shares 412,934$26.5M1.71%+32,417Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 133,867 shares 133,867$26.3M1.7%-1,765Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 335,409 shares 335,409$25.7M1.66%-2,278Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 59,303 shares 59,303$25.3M1.64%-504Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 285,079 shares 285,079$25.1M1.63%-23,967Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 159,274 shares 159,274$17.5M1.13%+55,416Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 153,383 shares 153,383$17.3M1.12%+16,871Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 117,673 shares 117,673$17.1M1.11%+907Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 44,695 shares 44,695$17.1M1.11%-1,752Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 120,337 shares 120,337$16M1.03%-1,366Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 313,855 shares 313,855$14.4M0.93%+6,612Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 141,385 shares 141,385$14M0.91%-3,221Timeline
XMMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 96,156 shares 96,156$13.9M0.9%+744Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 434,295 shares 434,295$13.4M0.87%+1,074Timeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 42,176 shares 42,176$13.4M0.87%+4,005Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 136,694 shares 136,694$13.4M0.87%+2,820Timeline
VOOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 32,142 shares 32,142$13.1M0.85%+1,332Timeline
IGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 155,715 shares 155,715$13M0.84%+6,691Timeline
GSYINVESCO ACTIVELY MANAGED EXCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 258,289 shares 258,289$12.9M0.84%+4,924Timeline
USHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 348,281 shares 348,281$12.8M0.83%+49,203Timeline
FDVVFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 231,365 shares 231,365$12.8M0.83%+4,440Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 95,918 shares 95,918$11.9M0.77%-8,855Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 65,334 shares 65,334$11.9M0.77%+11,159Timeline
VONVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 125,862 shares 125,862$11.8M0.76%-8,205Timeline
IWYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 43,777 shares 43,777$10.9M0.7%+3,483Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 76,144 shares 76,144$10.8M0.7%+1,837Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 47,794 shares 47,794$10.4M0.67%+2,055Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 14,811 shares 14,811$10.3M0.67%+106Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 130,324 shares 130,324$10.3M0.67%+2,691Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 207,702 shares 207,702$10.3M0.66%-113,567Timeline
FTQIFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 481,302 shares 481,302$9.59M0.62%+30,528Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 43,461 shares 43,461$9.18M0.59%-5,175Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 115,663 shares 115,663$8.93M0.58%+1,484Timeline
FENIFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 99,598 shares; 2025Q2: 120,935 shares; 2025Q3: 168,231 shares; 2025Q4: 172,873 shares; 2026Q1: 237,060 shares 237,060$8.82M0.57%+64,187Timeline
XMHQINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 84,870 shares 84,870$8.77M0.57%-96Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 128,739 shares 128,739$8.77M0.57%-14,299Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 149,662 shares 149,662$8.48M0.55%+17,154Timeline
SCHOSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 335,587 shares 335,587$8.14M0.53%-28,650Timeline
FPEFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 440,420 shares 440,420$7.82M0.51%+4,927Timeline
KORPAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 167,087 shares 167,087$7.79M0.5%+2,473Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 91,894 shares 91,894$7.53M0.49%-6,045Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 28,626 shares 28,626$7.5M0.49%+378Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 51,261 shares 51,261$7.09M0.46%+1,088Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 37,961 shares 37,961$7M0.45%-1,090Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 69,301 shares 69,301$6.74M0.44%-5,110Timeline
ITAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 30,481 shares 30,481$6.67M0.43%+6,594Timeline
SPHYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 285,804 shares 285,804$6.66M0.43%+26,664Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 25,396 shares 25,396$6.54M0.42%+623Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 22,492 shares 22,492$6.46M0.42%+206Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 277,284 shares 277,284$6.44M0.42%+22,552Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 43,563 shares 43,563$6.39M0.41%-5,380Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 213,522 shares 213,522$6.21M0.4%+6,687Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 47,268 shares 47,268$6.06M0.39%+68Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 39,994 shares 39,994$6.06M0.39%+4,710Timeline
EQWLINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 52,506 shares 52,506$6.05M0.39%+5,109Timeline
XSMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 77,822 shares 77,822$5.92M0.38%+63,667Timeline
UTESETFIS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 73,817 shares 73,817$5.9M0.38%-6,866Timeline
RSPTINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 129,355 shares 129,355$5.85M0.38%+8,784Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 55,803 shares 55,803$5.77M0.37%+1,408Timeline
VTWGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 25,014 shares 25,014$5.73M0.37%-891Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 68,583 shares 68,583$5.66M0.37%+27,719Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 104,321 shares 104,321$5.64M0.36%+12,470Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 80,438 shares 80,438$5.43M0.35%-11,139Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 21,836 shares 21,836$5.42M0.35%-180Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 88,137 shares 88,137$5.4M0.35%+3,942Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 182,730 shares 182,730$5.32M0.34%-1,955Timeline
FLBLFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 229,598 shares 229,598$5.28M0.34%+2,848Timeline
SPLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 69,531 shares 69,531$5.09M0.33%+1,891Timeline
PHYLPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 144,072 shares 144,072$4.99M0.32%+11,154Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 70,293 shares 70,293$4.9M0.32%+7,726Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 7,936 shares 7,936$4.89M0.32%-1,497Timeline
EDIVSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 122,331 shares 122,331$4.83M0.31%newTimeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 14,277 shares 14,277$4.48M0.29%+4,892Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 163,819 shares 163,819$4.36M0.28%+9,880Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 14,367 shares 14,367$4.34M0.28%-2,397Timeline
XSWSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 30,499 shares 30,499$4.34M0.28%+7,311Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 12,121 shares 12,121$4.32M0.28%-1,338Timeline
FBCGFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 85,938 shares 85,938$4.31M0.28%+11,936Timeline
PAVEGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 82,869 shares 82,869$4.21M0.27%-11,239Timeline
JMOMJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 61,603 shares 61,603$4.18M0.27%-2,773Timeline
FTSLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 93,284 shares 93,284$4.18M0.27%+9,774Timeline
SPLBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 185,956 shares 185,956$4.13M0.27%+9,968Timeline
ONEVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 30,150 shares 30,150$4.05M0.26%+4,190Timeline
IFRAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 70,700 shares 70,700$4.04M0.26%+6,052Timeline
GSSTGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 78,413 shares 78,413$3.96M0.26%+7,134Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 50,545 shares 50,545$3.96M0.26%-681Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 10,645 shares 10,645$3.91M0.25%+709Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 34,083 shares 34,083$3.77M0.24%-3,988Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 42,297 shares 42,297$3.66M0.24%+18,527Timeline
PBPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 165,690 shares 165,690$3.64M0.24%+14,326Timeline
KBWYINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 235,058 shares 235,058$3.59M0.23%+22,832Timeline
PFFDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 194,839 shares 194,839$3.59M0.23%+10,913Timeline
NFLTETFIS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 157,567 shares 157,567$3.58M0.23%+11,276Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 35,430 shares 35,430$3.44M0.22%+14,832Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 44,501 shares 44,501$3.43M0.22%+223Timeline
JPIEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 72,243 shares; 2025Q4: 70,232 shares; 2026Q1: 73,994 shares 73,994$3.41M0.22%+3,762Timeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 33,694 shares 33,694$3.39M0.22%+207Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 7,091 shares 7,091$3.28M0.21%+419Timeline
SDIVGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 129,816 shares 129,816$3.28M0.21%+10,086Timeline
FBNDFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 70,746 shares 70,746$3.23M0.21%+10,731Timeline
EVTRMORGAN STANLEY ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 63,488 shares 63,488$3.22M0.21%+2,268Timeline
IQLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 69,651 shares 69,651$3.22M0.21%-4,985Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,639 shares; 2024Q4: 71,442 shares; 2025Q1: 10,483 shares; 2025Q2: 2,839 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,563 shares 35,563$3.22M0.21%newTimeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 37,794 shares 37,794$3.21M0.21%-4,826Timeline
GSEWGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,169 shares; 2026Q1: 37,457 shares 37,457$3.17M0.21%+3,288Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 28,454 shares 28,454$3.1M0.2%-1,912Timeline
SIXAEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 59,153 shares 59,153$3.08M0.2%+210Timeline
URTHISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 16,613 shares 16,613$2.99M0.19%+1,091Timeline
CGDVCAPITAL GROUP DIVIDEND VALUEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,495 shares; 2025Q2: 48,436 shares; 2025Q3: 60,457 shares; 2025Q4: 63,181 shares; 2026Q1: 69,551 shares 69,551$2.96M0.19%+6,370Timeline
RDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 42,800 shares 42,800$2.92M0.19%-16,077Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 27,362 shares 27,362$2.9M0.19%+1,108Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 34,063 shares 34,063$2.82M0.18%+3,337Timeline
CDXSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 115,458 shares; 2025Q4: 115,525 shares; 2026Q1: 130,418 shares 130,418$2.78M0.18%+14,893Timeline
NOBLPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 26,006 shares 26,006$2.76M0.18%-814Timeline
JMEEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 40,755 shares 40,755$2.72M0.18%-609Timeline
JCPBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,096 shares; 2025Q2: 70,926 shares; 2025Q3: 76,695 shares; 2025Q4: 60,625 shares; 2026Q1: 57,443 shares 57,443$2.7M0.17%-3,182Timeline
VOOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 13,067 shares 13,067$2.66M0.17%-515Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 86,099 shares 86,099$2.64M0.17%-8,304Timeline
JPEFJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 36,270 shares 36,270$2.6M0.17%-7,369Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 25,662 shares 25,662$2.56M0.17%+6,958Timeline
XMESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 23,500 shares 23,500$2.54M0.16%-3,196Timeline
SLYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 26,604 shares 26,604$2.52M0.16%+277Timeline
EYLDCAMBRIA ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 59,186 shares 59,186$2.45M0.16%-2,236Timeline
IUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,205 shares; 2025Q2: 26,791 shares; 2025Q3: 34,310 shares; 2025Q4: 45,632 shares; 2026Q1: 51,955 shares 51,955$2.4M0.16%+6,323Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 22,354 shares 22,354$2.38M0.15%-434Timeline
VTWOVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 23,711 shares 23,711$2.38M0.15%-530Timeline
NBOSNEUBERGER BERMAN ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,650 shares; 2025Q3: 44,388 shares; 2025Q4: 49,255 shares; 2026Q1: 88,237 shares 88,237$2.36M0.15%+38,982Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 12,361 shares 12,361$2.34M0.15%-238Timeline
CLSETRUST FOR PROFESSIONAL MANAGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69,495 shares; 2025Q3: 84,645 shares; 2025Q4: 84,969 shares; 2026Q1: 82,045 shares 82,045$2.31M0.15%-2,924Timeline
VDEVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 13,193 shares 13,193$2.28M0.15%+828Timeline
MOATVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 23,500 shares 23,500$2.27M0.15%-9,934Timeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 18,654 shares 18,654$2.25M0.15%-289Timeline
XARSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 8,867 shares 8,867$2.25M0.15%-3,837Timeline
ANGLVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 77,978 shares 77,978$2.24M0.14%+3,443Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 44,437 shares 44,437$2.22M0.14%-2,225Timeline
VPUVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 11,156 shares 11,156$2.21M0.14%-783Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 41,575 shares 41,575$2.19M0.14%-243Timeline
FFOGFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,942 shares; 2025Q2: 17,108 shares; 2025Q3: 70,304 shares; 2025Q4: 67,008 shares; 2026Q1: 52,884 shares 52,884$2.17M0.14%-14,124Timeline
COPXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,482 shares 27,482$2.1M0.14%newTimeline
JVALJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 42,433 shares 42,433$2.07M0.13%-500Timeline
IYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 25,008 shares 25,008$2.07M0.13%+124Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 43,878 shares 43,878$2.06M0.13%-1,206Timeline
XSHQINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,690 shares; 2025Q2: 35,382 shares; 2025Q3: 39,788 shares; 2025Q4: 44,575 shares; 2026Q1: 48,315 shares 48,315$2.04M0.13%+3,740Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 77,221 shares 77,221$1.98M0.13%+10,746Timeline
JQUAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 31,496 shares 31,496$1.93M0.12%-585Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 76,602 shares 76,602$1.9M0.12%-4,073Timeline
MLPXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 25,561 shares 25,561$1.89M0.12%-1,028Timeline
VTWVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 11,185 shares 11,185$1.87M0.12%-542Timeline
SPGPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 17,126 shares 17,126$1.84M0.12%+166Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 16,474 shares 16,474$1.83M0.12%-17,205Timeline
RWLINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 15,884 shares 15,884$1.83M0.12%+903Timeline
BLVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 25,829 shares 25,829$1.78M0.11%+1,331Timeline
JPSEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 33,816 shares 33,816$1.77M0.11%+199Timeline
HMOPHARTFORD FDS EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 45,408 shares 45,408$1.76M0.11%-28Timeline
AVLVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,750 shares 21,750$1.75M0.11%newTimeline
FRELFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,215 shares; 2025Q4: 63,040 shares; 2026Q1: 65,076 shares 65,076$1.75M0.11%+2,036Timeline
IYHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 27,748 shares 27,748$1.71M0.11%+1,049Timeline
FIWFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,237 shares; 2026Q1: 16,524 shares 16,524$1.7M0.11%+1,287Timeline
FHLCFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 24,113 shares 24,113$1.7M0.11%-62Timeline
IQDYFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 44,105 shares 44,105$1.67M0.11%-2,121Timeline
FIDUFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 19,274 shares 19,274$1.67M0.11%-510Timeline
HTUSCAPITOL SER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 43,569 shares 43,569$1.66M0.11%+4,665Timeline
FALNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 61,833 shares 61,833$1.65M0.11%-560Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 33,973 shares 33,973$1.63M0.11%+2,435Timeline
FADFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 10,262 shares 10,262$1.63M0.11%-614Timeline
EPUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,974 shares; 2025Q3: 28,694 shares; 2025Q4: 26,143 shares; 2026Q1: 20,165 shares 20,165$1.63M0.11%-5,978Timeline
IOOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 13,322 shares 13,322$1.61M0.1%+240Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 7,361 shares 7,361$1.57M0.1%-2,604Timeline
SEPQLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,441 shares; 2026Q1: 67,113 shares 67,113$1.54M0.1%+12,672Timeline
JBNDJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,053 shares; 2025Q4: 5,314 shares; 2026Q1: 27,627 shares 27,627$1.49M0.1%+22,313Timeline
CIBRFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,542 shares; 2025Q4: 23,751 shares; 2026Q1: 23,597 shares 23,597$1.48M0.1%-154Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 9,121 shares 9,121$1.48M0.1%-60Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,362 shares 5,362$1.46M0.09%-120Timeline
HDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 10,611 shares 10,611$1.44M0.09%-360Timeline
HYLBDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 39,152 shares 39,152$1.42M0.09%+2,038Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,573 shares; 2026Q1: 7,368 shares 7,368$1.41M0.09%+2,795Timeline
IWLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 8,645 shares 8,645$1.39M0.09%+677Timeline
FMDEFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 38,335 shares 38,335$1.38M0.09%+786Timeline
YLDPRINCIPAL EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,995 shares; 2025Q4: 61,850 shares; 2026Q1: 71,052 shares 71,052$1.35M0.09%+9,202Timeline
IDUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,253 shares; 2025Q4: 2,834 shares; 2026Q1: 11,549 shares 11,549$1.34M0.09%+8,715Timeline
BKAGBNY MELLON ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 31,406 shares 31,406$1.33M0.09%+1,894Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 13,876 shares 13,876$1.32M0.09%+157Timeline
ONEYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 10,630 shares 10,630$1.28M0.08%+56Timeline
IYJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 8,625 shares 8,625$1.27M0.08%-468Timeline
GDXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,678 shares; 2025Q3: 9,089 shares; 2025Q4: 12,610 shares; 2026Q1: 13,308 shares 13,308$1.22M0.08%+698Timeline
AVIVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,200 shares 16,200$1.21M0.08%newTimeline
PWBINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,095 shares; 2025Q3: 8,997 shares; 2025Q4: 9,364 shares; 2026Q1: 9,408 shares 9,408$1.18M0.08%+44Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 14,520 shares 14,520$1.17M0.08%-6,579Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 7,980 shares 7,980$1.16M0.08%-740Timeline
XSDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,527 shares 3,527$1.15M0.07%+37Timeline
SCHRSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 45,733 shares 45,733$1.14M0.07%-392Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 15,154 shares 15,154$1.14M0.07%+6,413Timeline
FCOMFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 16,637 shares 16,637$1.13M0.07%+146Timeline
IJTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 7,784 shares 7,784$1.13M0.07%+371Timeline
AVESAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,437 shares; 2026Q1: 17,948 shares 17,948$1.08M0.07%+12,511Timeline
FTCFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 6,791 shares 6,791$1.05M0.07%+262Timeline
SCHCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 22,143 shares 22,143$1.03M0.07%+580Timeline
VCRVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,872 shares 2,872$1.03M0.07%-42Timeline
SPHQINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,540 shares 13,540$1.02M0.07%newTimeline
USIGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 19,217 shares 19,217$984K0.06%+1,649Timeline
IMTMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 20,301 shares 20,301$975K0.06%-1,710Timeline
FLRTPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 20,895 shares 20,895$968K0.06%+2,813Timeline
UCONFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 38,523 shares 38,523$954K0.06%-96,416Timeline
PVALPUTNAM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,980 shares; 2025Q4: 18,471 shares; 2026Q1: 20,548 shares 20,548$953K0.06%+2,077Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 6,318 shares 6,318$936K0.06%-229Timeline
SPIBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 26,558 shares 26,558$891K0.06%-174Timeline
WTVWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 9,270 shares 9,270$878K0.06%-1,306Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,486 shares 4,486$860K0.06%+631Timeline
IUSGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,532 shares 5,532$858K0.06%-151Timeline
SHYDVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,484 shares; 2026Q1: 37,364 shares 37,364$847K0.05%-120Timeline
PKBINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,942 shares; 2026Q1: 8,456 shares 8,456$825K0.05%+2,514Timeline
DHSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,087 shares; 2025Q3: 7,451 shares; 2025Q4: 7,638 shares; 2026Q1: 7,520 shares 7,520$821K0.05%-118Timeline
JHSCJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,089 shares 19,089$819K0.05%newTimeline
PUIINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,075 shares; 2025Q4: 17,031 shares; 2026Q1: 17,354 shares 17,354$816K0.05%+323Timeline
FDMFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 9,735 shares 9,735$799K0.05%-10Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 13,529 shares 13,529$792K0.05%+958Timeline
FPEIFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 40,162 shares 40,162$763K0.05%+3,348Timeline
IAIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,641 shares 4,641$762K0.05%-1,642Timeline
RZVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,701 shares; 2025Q4: 5,701 shares; 2026Q1: 6,028 shares 6,028$750K0.05%+327Timeline
MGCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,160 shares 3,160$747K0.05%-263Timeline
HEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,434 shares; 2025Q3: 16,380 shares; 2025Q4: 21,808 shares; 2026Q1: 17,561 shares 17,561$746K0.05%-4,247Timeline
DLNWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,302 shares; 2025Q3: 8,058 shares; 2025Q4: 8,059 shares; 2026Q1: 8,239 shares 8,239$736K0.05%+180Timeline
VISVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,340 shares 2,340$731K0.05%+155Timeline
CSBVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,785 shares 11,785$728K0.05%newTimeline
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 8,394 shares 8,394$728K0.05%-865Timeline
MOOVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 8,586 shares 8,586$726K0.05%+466Timeline
DWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 15,737 shares 15,737$718K0.05%+1,834Timeline
DBAINVESCO DB MULTI-SECTOR COMMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,141 shares; 2026Q1: 26,258 shares 26,258$717K0.05%+117Timeline
VIOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 7,042 shares 7,042$716K0.05%-67Timeline
EMBDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 30,313 shares 30,313$710K0.05%+3,226Timeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 13,973 shares 13,973$699K0.05%-97Timeline
IUSVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 6,836 shares 6,836$699K0.05%+820Timeline
IVOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,960 shares 5,960$681K0.04%-198Timeline
TDIVFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 7,253 shares 7,253$679K0.04%-448Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,446 shares; 2026Q1: 6,149 shares 6,149$679K0.04%+2,703Timeline
SPHDINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 13,633 shares 13,633$676K0.04%-682Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 6,994 shares 6,994$664K0.04%-724Timeline
PSKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 21,467 shares 21,467$662K0.04%+590Timeline
GSLCGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,276 shares 5,276$660K0.04%+1,681Timeline
WCMIFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,213 shares; 2025Q4: 40,673 shares; 2026Q1: 39,338 shares 39,338$660K0.04%-1,335Timeline
GSSCGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 8,815 shares 8,815$657K0.04%+617Timeline
GSIEGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 15,208 shares 15,208$656K0.04%-251Timeline
AOHYANGEL OAK FUNDS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,145 shares; 2025Q2: 25,008 shares; 2025Q3: 54,112 shares; 2025Q4: 55,753 shares; 2026Q1: 59,654 shares 59,654$652K0.04%+3,901Timeline
AVREAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,952 shares; 2025Q4: 15,725 shares; 2026Q1: 14,799 shares 14,799$651K0.04%-926Timeline
MORTVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 61,681 shares 61,681$633K0.04%+8,489Timeline
ULSTSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 15,569 shares 15,569$631K0.04%+1,029Timeline
SPMOINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,423 shares 5,423$608K0.04%-5,448Timeline
IJSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,102 shares 5,102$604K0.04%+183Timeline
FLHYFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 24,736 shares 24,736$597K0.04%+4,414Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 6,672 shares 6,672$592K0.04%+207Timeline
ISCGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,068 shares; 2025Q3: 10,114 shares; 2025Q4: 10,315 shares; 2026Q1: 10,667 shares 10,667$585K0.04%+352Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 26,834 shares 26,834$577K0.04%+6,500Timeline
NEARISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 11,167 shares 11,167$568K0.04%-1,161Timeline
MDYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 6,635 shares 6,635$565K0.04%+593Timeline
FTLSFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,625 shares; 2025Q3: 7,802 shares; 2025Q4: 7,829 shares; 2026Q1: 7,810 shares 7,810$550K0.04%-19Timeline
FYLDCAMBRIA ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,723 shares; 2025Q3: 16,248 shares; 2025Q4: 16,275 shares; 2026Q1: 14,598 shares 14,598$545K0.04%-1,677Timeline
XLGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 9,893 shares 9,893$540K0.03%-8Timeline
SPRXLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,641 shares; 2026Q1: 15,081 shares 15,081$537K0.03%-9,560Timeline
EFAVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,732 shares; 2026Q1: 5,757 shares 5,757$526K0.03%+2,025Timeline
FBCVFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,332 shares; 2025Q4: 11,193 shares; 2026Q1: 14,414 shares 14,414$519K0.03%+3,221Timeline
JPMEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,519 shares 4,519$518K0.03%+22Timeline
QTECFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,380 shares 2,380$514K0.03%+316Timeline
VAWVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,251 shares 2,251$507K0.03%newTimeline
ICFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 7,991 shares 7,991$495K0.03%+84Timeline
IAUMISHARES GOLD TRUST MICROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,202 shares; 2025Q3: 27,312 shares; 2025Q4: 28,034 shares; 2026Q1: 10,397 shares 10,397$486K0.03%-17,637Timeline
FDNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,072 shares 2,072$485K0.03%-1Timeline
BWXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 21,815 shares 21,815$479K0.03%+897Timeline
CMDYISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 7,850 shares 7,850$466K0.03%-953Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,014 shares 5,014$465K0.03%-121Timeline
AMZAETFIS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 10,035 shares 10,035$463K0.03%+697Timeline
IYMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,601 shares 2,601$458K0.03%+34Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,742 shares; 2025Q4: 6,017 shares; 2026Q1: 9,883 shares 9,883$451K0.03%+3,866Timeline
JMUBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 8,857 shares 8,857$443K0.03%-953Timeline
SGOLETFS GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,508 shares; 2026Q1: 9,673 shares 9,673$432K0.03%+165Timeline
QMOMEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 6,157 shares 6,157$421K0.03%-26Timeline
BBHYJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,260 shares; 2025Q4: 7,737 shares; 2026Q1: 9,100 shares 9,100$417K0.03%+1,363Timeline
KRESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 6,392 shares 6,392$416K0.03%+397Timeline
IHFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 9,665 shares 9,665$404K0.03%+402Timeline
KIESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 7,288 shares 7,288$401K0.03%-166Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,627 shares 5,627$400K0.03%newTimeline
ICSHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 7,766 shares 7,766$393K0.03%+914Timeline
XLBSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,310 shares; 2026Q1: 7,820 shares 7,820$391K0.03%-490Timeline
MDYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,042 shares 4,042$388K0.03%-86Timeline
SPSBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,571 shares; 2026Q1: 12,799 shares 12,799$385K0.02%+1,228Timeline
FDISFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,054 shares 4,054$378K0.02%+51Timeline
IDHQINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 10,624 shares 10,624$376K0.02%+37Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,124 shares 1,124$369K0.02%newTimeline
VOXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,047 shares 2,047$368K0.02%+1Timeline
FTXLFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,470 shares 2,470$364K0.02%-246Timeline
FEZSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,827 shares 5,827$362K0.02%+128Timeline
FTECFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,734 shares 1,734$361K0.02%+127Timeline
ACWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,099 shares; 2025Q4: 5,185 shares; 2026Q1: 5,101 shares 5,101$349K0.02%-84Timeline
RFVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,674 shares 2,674$348K0.02%-356Timeline
CHIQGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,354 shares; 2026Q1: 17,333 shares 17,333$345K0.02%+979Timeline
XHBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,803 shares; 2025Q2: 3,218 shares; 2025Q3: 3,267 shares; 2025Q4: 3,287 shares; 2026Q1: 3,466 shares 3,466$342K0.02%+179Timeline
VMBSVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 7,047 shares 7,047$331K0.02%+115Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,336 shares 1,336$317K0.02%newTimeline
SIVRABRDN SILVER ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,546 shares; 2025Q4: not reported; 2026Q1: 4,406 shares 4,406$316K0.02%newTimeline
SPIPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 11,889 shares 11,889$309K0.02%-1,363Timeline
SPTLSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 11,698 shares 11,698$308K0.02%+799Timeline
SKYYFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,773 shares 2,773$303K0.02%+460Timeline
GOVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 13,197 shares 13,197$302K0.02%-1,881Timeline
FESMFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,687 shares; 2025Q3: 7,688 shares; 2025Q4: 8,458 shares; 2026Q1: 7,933 shares 7,933$301K0.02%-525Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,414 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,676 shares; 2026Q1: 5,676 shares 5,676$287K0.02%-1,000Timeline
AGGHSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,976 shares 13,976$284K0.02%newTimeline
JSMLJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,784 shares; 2025Q4: 9,788 shares; 2026Q1: 4,059 shares 4,059$284K0.02%-5,729Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,006 shares 3,006$283K0.02%newTimeline
FDRRFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,787 shares; 2025Q4: 5,787 shares; 2026Q1: 4,748 shares 4,748$279K0.02%-1,039Timeline
IDLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 8,101 shares 8,101$279K0.02%0Timeline
RVNUDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 11,236 shares 11,236$277K0.02%-93Timeline
SPTSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 9,228 shares 9,228$269K0.02%-624Timeline
BKHYBNY MELLON ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,688 shares; 2026Q1: 5,575 shares 5,575$264K0.02%+887Timeline
ARKXARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,850 shares; 2026Q1: 8,948 shares 8,948$263K0.02%+98Timeline
FMUBFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,432 shares; 2026Q1: 4,975 shares 4,975$252K0.02%-2,457Timeline
GDXJVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,165 shares; 2026Q1: 1,985 shares 1,985$238K0.02%-180Timeline
DOLWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,116 shares; 2026Q1: 3,391 shares 3,391$231K0.01%+275Timeline
KBWBINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,895 shares 2,895$229K0.01%+78Timeline
IVOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,243 shares 2,243$229K0.01%-113Timeline
WOODISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,826 shares; 2026Q1: 3,148 shares 3,148$223K0.01%+322Timeline
GUNRFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,446 shares; 2026Q1: 4,048 shares 4,048$223K0.01%-398Timeline
FIXTTCW ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,481 shares; 2025Q3: 5,972 shares; 2025Q4: 5,809 shares; 2026Q1: 5,845 shares 5,845$221K0.01%+36Timeline
IGEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,210 shares; 2024Q4: 5,175 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,477 shares 3,477$219K0.01%newTimeline
PNQIINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,865 shares 4,865$218K0.01%-45Timeline
PPAINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,482 shares; 2025Q4: 1,474 shares; 2026Q1: 1,289 shares 1,289$214K0.01%-185Timeline
LVHILEGG MASON ETF INVTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,208 shares 5,208$211K0.01%newTimeline
IYEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,238 shares 3,238$210K0.01%newTimeline
HYXFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,519 shares 4,519$209K0.01%-398Timeline
PICBINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,407 shares; 2026Q1: 9,043 shares 9,043$209K0.01%+636Timeline
MMITNYLIM ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,586 shares; 2026Q1: 8,607 shares 8,607$207K0.01%+21Timeline
PTFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,392 shares 2,392$206K0.01%newTimeline
ISTBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,166 shares 4,166$202K0.01%newTimeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
IHIISHARES TR13,647$848Kshares
FSMBFIRST TR EXCH TRADED FD III21,880$439Kshares
DGRWWISDOMTREE TR4,578$409Kshares
GSGISHARES S&P GSCI COMMODITY-13,103$302Kshares
KCESPDR SERIES TRUST2,000$300Kshares
XLYSELECT SECTOR SPDR TR2,429$290Kshares
AMLPALPS ETF TR5,920$278Kshares
VSGXVANGUARD WORLD FD3,368$241Kshares
TFLRT ROWE PRICE EXCHANGE-TRADED4,618$237Kshares
PPLTABRDN PLATINUM ETF TRUST1,226$229Kshares
EFVISHARES TR2,858$204Kshares

How Q1 2026 was built

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

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001193125-26-156459 base2026-04-15acceptance time not in the bulk data set