INDEPENDENT FINANCIAL GROUP, LLC

13F filer, CIK 275484, SAN DIEGO, CA

INDEPENDENT FINANCIAL GROUP, LLC reported $2,909,235,504 across 1,174 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2026-05-19. Its ten largest share positions make up 24.43% of the portfolio.

Filed 2026-05-19 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC13F-HR 0000275484-26-000007

Period: 2025-03-31
Reported value: $2.91B
Holdings: 1,174
Top 10 weight: 24.43%
New: 130
Sold out: 111

Largest buys vs the previous quarter

Security	Shares change	Approx. value
QQQadded	+34,634	$16.2M
PAAAadded	+196,838	$10.1M
PDIadded	+502,743	$9.95M
FSKadded	+424,258	$8.89M
BNDadded	+93,660	$6.88M

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

Security	Shares change	Approx. value
NVDAreduced	-120,725	-$13.1M
PHYSreduced	-378,592	-$9.11M
CALFreduced	-222,713	-$8.35M
XLEreduced	-80,083	-$7.48M
MRVLreduced	-110,821	-$6.82M

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 2025

Share positions as resolved from 13F-HR 0000275484-26-000007, largest first. % of portfolio is the value over $2,909,235,504, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
PMAYINNOVATOR ETFS TRUST	7,178	$257K	0.01%	0	Timeline
HYLSFIRST TR EXCHANGE-TRADED FD	6,260	$257K	0.01%	-262	Timeline
SCHVSCHWAB STRATEGIC TR	9,591	$255K	0.01%	+1,482	Timeline
FDRRFIDELITY COVINGTON TRUST	5,101	$255K	0.01%	+24	Timeline
CNXCNX RES CORP	8,047	$253K	0.01%	new	Timeline
VFMFVANGUARD WELLINGTON FD	2,004	$253K	0.01%	+200	Timeline
PEYINVESCO EXCHANGE TRADED FD T	11,759	$252K	0.01%	+610	Timeline
EQTEQT CORP	4,712	$252K	0.01%	new	Timeline
FEPFIRST TR EXCH TRD ALPHDX FD	6,153	$251K	0.01%	-83	Timeline
DDOMINION ENERGY INC	4,468	$251K	0.01%	new	Timeline
QGRWWISDOMTREE TR	5,701	$250K	0.01%	+1,163	Timeline
HESMHESS MIDSTREAM LP	5,901	$250K	0.01%	-2,300	Timeline
DFEBFIRST TR EXCHNG TRADED FD VI	5,911	$249K	0.01%	+554	Timeline
LVSLAS VEGAS SANDS CORP	6,431	$248K	0.01%	-3,711	Timeline
AOCTINNOVATOR ETFS TRUST	10,000	$248K	0.01%	0	Timeline
WMBWILLIAMS COS INC	4,140	$247K	0.01%	-8,023	Timeline
TRMBTRIMBLE INC	3,765	$247K	0.01%	+62	Timeline
CEPUCENTRAL PUERTO S A	22,218	$246K	0.01%	new	Timeline
MAYWAIM ETF PRODUCTS TRUST	8,000	$245K	0.01%	0	Timeline
JBBBJANUS DETROIT STR TR	4,980	$242K	0.01%	0	Timeline
NOVMFIRST TR EXCHNG TRADED FD VI	7,954	$242K	0.01%	0	Timeline
TOSTTOAST INC	7,292	$242K	0.01%	-3,061	Timeline
URTHISHARES INC	1,577	$242K	0.01%	0	Timeline
MPCMARATHON PETE CORP	1,658	$242K	0.01%	-5	Timeline
SUNSUNOCO LP/SUNOCO FIN CORP	4,156	$241K	0.01%	new	Timeline
BNDSSERIES PORTFOLIOS TR	4,900	$241K	0.01%	new	Timeline
FISVFISERV INC	1,091	$241K	0.01%	-159	Timeline
SCZISHARES TR	3,791	$241K	0.01%	-22	Timeline
ALNYALNYLAM PHARMACEUTICALS INC	890	$240K	0.01%	-15	Timeline
PSMJPACER FDS TR	8,600	$239K	0.01%	0	Timeline
PCTYPAYLOCITY HLDG CORP	1,274	$239K	0.01%	+3	Timeline
EFAVISHARES TR	3,060	$238K	0.01%	-56	Timeline
ROBTFIRST TR EXCHANGE TRADED FD	5,836	$237K	0.01%	-105	Timeline
AEEAMEREN CORP	2,358	$237K	0.01%	new	Timeline
ORLYOREILLY AUTOMOTIVE INC	165	$236K	0.01%	-7	Timeline
DIVGLOBAL X FDS	12,545	$236K	0.01%	-172	Timeline
NAZNUVEEN ARIZONA QLTY MUN INC	19,582	$236K	0.01%	+1,400	Timeline
JMSTJ P MORGAN EXCHANGE TRADED F	4,640	$236K	0.01%	new	Timeline
NEMNEWMONT CORP	4,867	$235K	0.01%	new	Timeline
TRGPTARGA RES CORP	1,166	$234K	0.01%	-3,429	Timeline
CTASCINTAS CORP	1,130	$232K	0.01%	-64	Timeline
ARESARES MANAGEMENT CORPORATION	1,584	$232K	0.01%	new	Timeline
CGMSCAPITAL GRP FIXED INCM ETF T	8,504	$232K	0.01%	new	Timeline
AMEDISYS INCAMEDISYS INC	2,500	$232K	0.01%	0
MOHMOLINA HEALTHCARE INC	703	$232K	0.01%	new	Timeline
GWREGUIDEWIRE SOFTWARE INC	1,233	$231K	0.01%	-200	Timeline
VEUVANGUARD INTL EQUITY INDEX F	3,800	$230K	0.01%	+229	Timeline
BNYBANK OF NY MELLON CORP	2,744	$230K	0.01%	-136	Timeline
JETSETF SER SOLUTIONS	11,075	$230K	0.01%	-112	Timeline
BDIVETF SER SOLUTIONS	11,765	$230K	0.01%	new	Timeline
LNTALLIANT ENERGY CORP	3,558	$229K	0.01%	new	Timeline
EJULINNOVATOR ETFS TRUST	9,045	$229K	0.01%	-440	Timeline
VIOGVANGUARD ADMIRAL FDS INC	2,137	$228K	0.01%	+218	Timeline
PHMPULTE GROUP INC	2,218	$228K	0.01%	+12	Timeline
TEAMATLASSIAN CORPORATION	1,074	$228K	0.01%	new	Timeline
ANFABERCROMBIE & FITCH CO	2,981	$228K	0.01%	new	Timeline
JCIJOHNSON CONTROLS INTERNATION	2,841	$228K	0.01%	+152	Timeline
ELVELEVANCE HEALTH INC FORMERLY	520	$226K	0.01%	new	Timeline
PAMCPACER FDS TR	5,319	$225K	0.01%	-3,152	Timeline
PHPARKER-HANNIFIN CORP	371	$225K	0.01%	new	Timeline
FDUSFIDUS INVT CORP	11,050	$225K	0.01%	+450	Timeline
LQDWISHARES TR	8,550	$225K	0.01%	new	Timeline
VTWVVANGUARD SCOTTSDALE FDS	1,688	$225K	0.01%	+138	Timeline
CLHCLEAN HARBORS INC	1,139	$224K	0.01%	0	Timeline
IRDMIRIDIUM COMMUNICATIONS INC	8,200	$224K	0.01%	0	Timeline
BITBLACKROCK MULTI SECTOR INC T	15,422	$223K	0.01%	+229	Timeline
SIXOAIM ETF PRODUCTS TRUST	7,050	$223K	0.01%	0	Timeline
NNNNNN REIT INC	5,205	$222K	0.01%	new	Timeline
MSIMOTOROLA SOLUTIONS INC	507	$222K	0.01%	-12	Timeline
BGBBLACKSTONE STRATEGIC CRED 20	18,362	$222K	0.01%	-20,774	Timeline
STXFEA SERIES TRUST	6,143	$222K	0.01%	0	Timeline
KEYSKEYSIGHT TECHNOLOGIES INC	1,478	$221K	0.01%	-81	Timeline
GAPGAP INC	10,728	$221K	0.01%	-2,385	Timeline
EXEEXPAND ENERGY CORPORATION	1,979	$220K	0.01%	new	Timeline
DIVIFRANKLIN TEMPLETON ETF TR	6,757	$220K	0.01%	new	Timeline
UTHRUNITED THERAPEUTICS CORP DEL	713	$220K	0.01%	new	Timeline
PCNPIMCO CORPORATE & INCM STRG	16,090	$220K	0.01%	-965	Timeline
FSMBFIRST TR EXCH TRADED FD III	11,024	$219K	0.01%	+568	Timeline
XPHSPDR SERIES TRUST	5,000	$219K	0.01%	new	Timeline
BULPACER FDS TR	4,970	$218K	0.01%	-299	Timeline
BRBROADRIDGE FINL SOLUTIONS IN	898	$218K	0.01%	-109	Timeline
MCOMOODYS CORP	467	$217K	0.01%	new	Timeline
LITGLOBAL X FDS	5,605	$217K	0.01%	-340	Timeline
CTVACORTEVA INC	3,445	$217K	0.01%	new	Timeline
AAGILENT TECHNOLOGIES INC	1,853	$217K	0.01%	+25	Timeline
PSLVSPROTT ASSET MANAGEMENT LP	18,647	$216K	0.01%	+3,625	Timeline
SWSMURFIT WESTROCK PLC	4,789	$216K	0.01%	0	Timeline
CRDTSIMPLIFY EXCHANGE TRADED FUN	8,429	$215K	0.01%	new	Timeline
JBLJABIL INC	1,580	$215K	0.01%	+2	Timeline
NZFNUVEEN MUN CR INCOME FD	17,453	$213K	0.01%	+159	Timeline
CZRCAESARS ENTERTAINMENT INC NE	8,532	$213K	0.01%	-16,639	Timeline
TAPMOLSON COORS BEVERAGE CO	3,503	$213K	0.01%	-169	Timeline
HPQHP INC	7,697	$213K	0.01%	-463	Timeline
USFRWISDOMTREE TR	4,228	$213K	0.01%	new	Timeline
HQHABRDN HEALTHCARE INVESTORS	13,025	$212K	0.01%	+364	Timeline
IUSINVESCO EXCH TRD SLF IDX FD	4,277	$211K	0.01%	-145	Timeline
CEFSPROTT ASSET MANAGEMENT LP	7,425	$211K	0.01%	new	Timeline
AITAPPLIED INDL TECHNOLOGIES IN	933	$210K	0.01%	+33	Timeline
LUCID GROUP INCLUCID GROUP INC	85,857	$208K	0.01%	+3,612
FJULFIRST TR EXCHNG TRADED FD VI	4,343	$207K	0.01%	0	Timeline
IXJISHARES TR	2,262	$206K	0.01%	-205	Timeline
AMERICAN CENTY ETF TRAMERICAN CENTY ETF TR	4,600	$205K	0.01%	-4,398
MFCMANULIFE FINL CORP	6,589	$205K	0.01%	new	Timeline
NMLNEUBERGER ENGY INFRSTR & INC	22,800	$205K	0.01%	-43,900	Timeline
EWJISHARES INC	2,981	$204K	0.01%	-522	Timeline
PTMCPACER FDS TR	5,904	$204K	0.01%	new	Timeline
PSMRPACER FDS TR	7,519	$204K	0.01%	new	Timeline
IQLTISHARES TR	5,140	$204K	0.01%	new	Timeline
IONQIONQ INC	9,236	$204K	0.01%	+1,588	Timeline
DDOGDATADOG INC	2,054	$204K	0.01%	+55	Timeline
AJGGALLAGHER ARTHUR J & CO	590	$204K	0.01%	new	Timeline
VIPSVIPSHOP HLDGS LTD	12,985	$204K	0.01%	new	Timeline
MTZMASTEC INC	1,739	$203K	0.01%	+264	Timeline
DECWAIM ETF PRODUCTS TRUST	6,750	$202K	0.01%	-324	Timeline
EQIXEQUINIX INC	247	$202K	0.01%	-1	Timeline
FXHFIRST TR EXCHANGE-TRADED FD	1,944	$201K	0.01%	-155	Timeline
IGMISHARES TR	2,221	$201K	0.01%	new	Timeline
PSMDPACER FDS TR	7,020	$201K	0.01%	0	Timeline
DUKZNORTHERN LIGHTS FD TR	8,072	$201K	0.01%	new	Timeline
VFMOVANGUARD WELLINGTON FD	1,325	$201K	0.01%	0	Timeline
CCAPCRESCENT CAP BDC INC	11,600	$199K	0.01%	0	Timeline
MATMATTEL INC	10,133	$197K	0.01%	new	Timeline
WTAIWISDOMTREE TR	10,201	$194K	0.01%	new	Timeline
MRCCMONROE CAP CORP	24,419	$190K	0.01%	0	Timeline
INMDINMODE LTD	10,177	$181K	0.01%	new	Timeline
PHKPIMCO HIGH INCOME FD	36,500	$178K	0.01%	+9,000	Timeline
XEFRXEATON VANCE SR FLTNG RTE TR	14,550	$178K	0.01%	+200	Timeline
PCTPURECYCLE TECHNOLOGIES INC	25,635	$177K	0.01%	+7,848	Timeline
HQLABRDN LIFE SCIENCES INVESTOR	13,472	$171K	0.01%	+322	Timeline
PBRPETROLEO BRASILEIRO S A	11,892	$171K	0.01%	+288	Timeline
PERIPERION NETWORK LTD	20,900	$170K	0.01%	-2,100	Timeline
DAPPVANECK ETF TRUST	18,521	$167K	0.01%	+3,350	Timeline
FTFRANKLIN UNVL TR	21,283	$160K	0.01%	-15,308	Timeline
QUBTQUANTUM COMPUTING INC	19,475	$156K	0.01%	new	Timeline
MARAMARA HOLDINGS INC	13,322	$153K	0.01%	new	Timeline
HFROHIGHLAND OPPS & INCOME FD	28,605	$149K	0.01%	-1,871	Timeline
RAILFREIGHTCAR AMER INC	25,100	$139K	<0.01%	new	Timeline
GLOBAL X FDSGLOBAL X FDS	17,044	$136K	<0.01%	+4,527
DVAXDYNAVAX TECHNOLOGIES CORP	10,000	$130K	<0.01%	new	Timeline
XNCMXNUVEEN CALIF AMT FREE MUNI I	10,000	$126K	<0.01%	new	Timeline
MQYBLACKROCK MUNIYILD QULT FD I	10,510	$123K	<0.01%	0	Timeline
PATHUIPATH INC	11,668	$120K	<0.01%	-10,150	Timeline
JOBYJOBY AVIATION INC	19,725	$119K	<0.01%	+9,150	Timeline
ACPABRDN INCOME CREDIT STRATEGI	19,173	$113K	<0.01%	+4,022	Timeline
T-Rex 2X Long MSTR Daily Ta…T-Rex 2X Long MSTR Daily Target E…	19,500	$106K	<0.01%	+8,716
NWLNEWELL BRANDS INC	15,615	$96.8K	<0.01%	+1,350	Timeline
OPTUOPTIMUM COMMUNICATIONS INC	36,280	$96.5K	<0.01%	-7,820	Timeline
GGTGABELLI MULTIMEDIA TR INC	20,722	$95.9K	<0.01%	-2,744	Timeline
ACHRARCHER AVIATION INC	13,392	$95.2K	<0.01%	+2,362	Timeline
EDFVIRTUS STONE HBR EMRG MKTS I	17,900	$90.6K	<0.01%	0	Timeline
PMLPIMCO MUN INCOME FD II	11,171	$90.5K	<0.01%	0	Timeline
HAINHAIN CELESTIAL GROUP INC	21,650	$89.8K	<0.01%	-450	Timeline
ASGLIBERTY ALL-STAR GROWTH FD I	16,555	$81K	<0.01%	-1,108	Timeline
Veru IncVeru Inc	154,000	$75.5K	<0.01%	-11,500
NGDNEW GOLD INC	20,000	$74.2K	<0.01%	new	Timeline
NIONIO INC	17,748	$67.6K	<0.01%	-1,043	Timeline
QSQUANTUMSCAPE CORP	15,658	$65.1K	<0.01%	+4,832	Timeline
MPTMEDICAL PROPERTIES TRUST INC	10,657	$64.3K	<0.01%	-2,537	Timeline
PMMFRANKLIN MANAGED MUN INCOME	10,253	$62.9K	<0.01%	new	Timeline
NNOXNANO X IMAGING LTD	11,570	$57.8K	<0.01%	new	Timeline
UNITI GROUP INCUNITI GROUP INC	10,685	$53.9K	<0.01%	-874
LACLITHIUM AMERS CORP NEW	13,931	$37.8K	<0.01%	+300	Timeline
CCLDCARECLOUD INC	25,207	$35K	<0.01%	new	Timeline
SLSSELLAS LIFE SCIENCES GROUP I	23,250	$25.1K	<0.01%	0	Timeline
VOLATILITY SHS TRVOLATILITY SHS TR	13,079	$24K	<0.01%	-45,304
PLUGPLUG PWR INC	17,103	$23.1K	<0.01%	new	Timeline
TMCTMC THE METALS COMPANY INC	10,000	$17.2K	<0.01%	0	Timeline
TNYATENAYA THERAPEUTICS INC	25,000	$14.3K	<0.01%	0	Timeline
CHARGEPOINT HLDGS INCCHARGEPOINT HLDGS INC	19,137	$11.6K	<0.01%	+4,079
ABATAMERICAN BATTERY TECHNOLOGY	10,353	$10.7K	<0.01%	0	Timeline
TILRAY INCTILRAY INC	14,494	$9.53K	<0.01%	0
PIXELWORKS INCPIXELWORKS INC	10,500	$6.58K	<0.01%	new
ONCYONCOLYTICS BIOTECH INC	11,081	$6.08K	<0.01%	new	Timeline
TRXTRX GOLD CORPORATION	10,600	$3.3K	<0.01%	0	Timeline

Sold out in Q1 2025

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

The largest 100 of 111. All 111

Security	Shares before	Value before	Type
TIDAL TR IITIDAL TR II	253,003	$3.61M	shares
IYCISHARES TR	25,491	$2.45M	shares
IYZISHARES TR	83,601	$2.24M	shares
OWLBLUE OWL CAPITAL INC	80,110	$1.86M	shares
ROUSLATTICE STRATEGIES TR	28,376	$1.44M	shares
RLRALPH LAUREN CORP	5,605	$1.29M	shares
XMTRXOMETRY INC	27,579	$1.18M	shares
BUFDFIRST TR EXCHNG TRADED FD VI	43,044	$1.1M	shares
CLSCELESTICA INC	10,384	$958K	shares
TOLTOLL BROTHERS INC	7,583	$955K	shares
SGDMSPROTT ETF TRUST	33,350	$926K	shares
CVNACARVANA CO	4,474	$910K	shares
XFLTXAI OCTAGON FLOATING RATE & AL	133,270	$885K	shares
BLDRBUILDERS FIRSTSOURCE INC	6,032	$862K	shares
CRKCOMSTOCK RES INC	42,762	$779K	shares
SOUNSOUNDHOUND AI INC	38,400	$762K	shares
SYFSYNCHRONY FINANCIAL	11,437	$743K	shares
NCLHNORWEGIAN CRUISE LINE HLDGS	27,232	$701K	shares
AFRMAFFIRM HLDGS INC	10,788	$657K	shares
CARTMAPLEBEAR INC	15,600	$646K	shares
ARANTERO RESOURCES CORP	17,494	$613K	shares
ALBALBEMARLE CORP	7,078	$609K	shares
PXJINVESCO EXCHANGE TRADED FD T	21,162	$590K	shares
CBRECBRE GROUP INC	4,488	$589K	shares
MAGSLISTED FDS TR	8,791	$478K	shares
VEGIISHARES INC	13,436	$476K	shares
PSCXPACER FDS TR	17,167	$475K	shares
GCTGIGACLOUD TECHNOLOGY INC	24,800	$459K	shares
KBWPINVESCO EXCH TRADED FD TR II	3,914	$454K	shares
BIOBIO RAD LABS INC	1,285	$422K	shares
CAVACAVA GROUP INC	3,592	$405K	shares
MKLMARKEL GROUP INC	232	$400K	shares
RBUFINNOVATOR ETFS TRUST	14,960	$392K	shares
SPHRSPHERE ENTERTAINMENT CO	9,506	$383K	shares
CRNTCERAGON NETWORKS LTD	81,770	$382K	shares
RINGISHARES INC	13,527	$380K	shares
SPGPINVESCO EXCHANGE TRADED FD T	3,619	$380K	shares
AUGTAIM ETF PRODUCTS TRUST	12,170	$378K	shares
QBUFINNOVATOR ETFS TRUST	13,818	$365K	shares
OSCROSCAR HEALTH INC	26,481	$356K	shares
NTLAINTELLIA THERAPEUTICS INC	29,637	$346K	shares
JANWAIM ETF PRODUCTS TRUST	9,768	$328K	shares
AJANINNOVATOR ETFS TRUST	12,210	$320K	shares
KAPRINNOVATOR ETFS TRUST	9,325	$305K	shares
NICENICE LTD	1,671	$284K	shares
ETHGRAYSCALE ETHEREUM STAKING	8,866	$279K	shares
COFCAPITAL ONE FINL CORP	1,558	$278K	shares
FRPTFRESHPET INC	1,873	$277K	shares
NAPRINNOVATOR ETFS TRUST	5,335	$269K	shares
EATBRINKER INTL INC	2,022	$267K	shares
AIC3 AI INC	7,765	$267K	shares
DECKDECKERS OUTDOOR CORP	1,267	$257K	shares
IAPRINNOVATOR ETFS TRUST	9,581	$256K	shares
IIPRINNOVATIVE INDL PPTYS INC	3,787	$252K	shares
ALKTALKAMI TECHNOLOGY INC	6,858	$252K	shares
LENLENNAR CORP	1,832	$250K	shares
HOMBHOME BANCSHARES INC	8,807	$249K	shares
JUNWAIM ETF PRODUCTS TRUST	8,127	$244K	shares
CPRTCOPART INC	4,233	$243K	shares
CRDOCREDO TECHNOLOGY GROUP HOLDI	3,602	$242K	shares
SMDVPROSHARES TR	3,577	$242K	shares
ZZILLOW GROUP INC	3,239	$240K	shares
DAYDAYFORCE INC	3,297	$239K	shares
LISTED FD TRLISTED FD TR	6,078	$237K	shares
ASOACADEMY SPORTS & OUTDOORS IN	4,050	$233K	shares
SSNCSS&C TECH HLDGS	3,062	$232K	shares
TDGTRANSDIGM GROUP INC	183	$232K	shares
DFASDIMENSIONAL ETF TRUST	3,535	$230K	shares
FOXFOX CORP	4,985	$228K	shares
SYLDCAMBRIA ETF TR	3,330	$228K	shares
QQQINEOS ETF TRUST	4,346	$228K	shares
TKRTIMKEN CO	3,157	$225K	shares
LRGELEGG MASON ETF INVT	2,981	$224K	shares
TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADR	4,115	$224K	shares
STMSTMICROELECTRONICS N V	8,965	$224K	shares
TWLOTWILIO INC	2,052	$222K	shares
IYJISHARES TR	1,659	$222K	shares
WLFCWILLIS LEASE FIN CORP	1,056	$219K	shares
PRTHPRIORITY TECHNOLOGY HLDGS IN	18,434	$217K	shares
AFSMFIRST TR EXCHNG TRADED FD VI	7,030	$211K	shares
KXIISHARES TR	3,506	$211K	shares
VLUEISHARES TR	2,002	$211K	shares
IGM BIOSCIENCES INCIGM BIOSCIENCES INC	34,500	$211K	shares
MSTXTIDAL TR II DEFIANCE DAILY TAR	5,983	$210K	shares
REGLPROSHARES TR	2,577	$208K	shares
TERTERADYNE INC	1,651	$208K	shares
DHID R HORTON INC	1,485	$208K	shares
ARKBARK 21SHARES BITCOIN ETF	2,217	$207K	shares
SRPTSAREPTA THERAPEUTICS INC	1,700	$207K	shares
UWMPROSHARES TR	4,917	$206K	shares
FFLGFIDELITY COVINGTON TRUST	8,165	$205K	shares
ZBHZIMMER BIOMET HOLDINGS INC	1,927	$204K	shares
RSSSRESEARCH SOLUTIONS INC	48,989	$203K	shares
BXPBXP INC	2,704	$201K	shares
COLBCOLUMBIA BKG SYS INC	7,440	$201K	shares
IAINNOVATIVE SOLUTIONS & SUPPO	22,133	$189K	shares
OPFIOPPFI INC	23,303	$179K	shares
MAXMEDIAALPHA INC	15,261	$172K	shares
OPHCOPTIMUMBANK HLDGS INC	35,353	$168K	shares
GOFGUGGENHEIM STRATEGIC OPPORTU	10,768	$164K	shares

How Q1 2025 was built

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

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0000275484-26-000007	base		2026-05-19	acceptance time not in the bulk data set	2026-10-06 09:58:43 UTC