BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 631,290 shares; 2024Q4: 657,918 shares; 2025Q1: 674,766 shares; 2025Q2: 679,989 shares; 2025Q3: 588,270 shares; 2025Q4: 592,660 shares 592,660 $46.2M 14.42% +4,390 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,017,720 shares 1,017,720 $45.3M 14.15% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 710,862 shares; 2024Q4: 304,027 shares; 2025Q1: 291,649 shares; 2025Q2: 282,286 shares; 2025Q3: 265,590 shares; 2025Q4: 262,486 shares 262,486 $39M 12.2% -3,104 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 183,022 shares; 2025Q1: 186,515 shares; 2025Q2: 204,525 shares; 2025Q3: 201,622 shares; 2025Q4: 199,143 shares 199,143 $34M 10.62% -2,479 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,443 shares; 2025Q3: 957,346 shares; 2025Q4: 977,177 shares 977,177 $32.7M 10.23% +19,831 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 680,622 shares; 2025Q1: 921,813 shares; 2025Q2: 1,018,585 shares; 2025Q3: 997,667 shares; 2025Q4: 979,647 shares 979,647 $24.3M 7.58% -18,020 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 612,747 shares; 2024Q4: 633,654 shares; 2025Q1: 637,627 shares; 2025Q2: 672,450 shares; 2025Q3: 665,071 shares; 2025Q4: 653,251 shares 653,251 $22.6M 7.07% -11,820 Timeline RISR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 438,408 shares; 2025Q4: 441,417 shares 441,417 $15.9M 4.98% +3,009 Timeline GRNJ TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 557,894 shares 557,894 $14.3M 4.45% new Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 151,905 shares; 2025Q2: 168,775 shares; 2025Q3: 169,657 shares; 2025Q4: 165,433 shares 165,433 $6.41M 2% -4,224 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,635 shares; 2024Q4: 12,109 shares; 2025Q1: 11,323 shares; 2025Q2: 11,022 shares; 2025Q3: 9,370 shares; 2025Q4: 9,145 shares 9,145 $5.74M 1.79% -225 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 645 shares; 2025Q3: 7,110 shares; 2025Q4: 7,110 shares 7,110 $3.44M 1.07% 0 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 102,585 shares; 2025Q4: 118,690 shares 118,690 $3.33M 1.04% +16,105 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,489 shares; 2024Q4: 80,568 shares; 2025Q1: 80,238 shares; 2025Q2: 90,992 shares; 2025Q3: 90,992 shares; 2025Q4: 91,608 shares 91,608 $2.05M 0.64% +616 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,763 shares; 2024Q4: 58,320 shares; 2025Q1: 57,958 shares; 2025Q2: 67,567 shares; 2025Q3: 67,567 shares; 2025Q4: 68,109 shares 68,109 $1.73M 0.54% +542 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,777 shares; 2024Q4: 60,114 shares; 2025Q1: 55,316 shares; 2025Q2: 57,728 shares; 2025Q3: 63,964 shares; 2025Q4: 66,151 shares 66,151 $1.51M 0.47% +2,187 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,008 shares; 2024Q4: 60,994 shares; 2025Q1: 53,285 shares; 2025Q2: 59,077 shares; 2025Q3: 61,083 shares; 2025Q4: 66,207 shares 66,207 $1.49M 0.46% +5,124 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,284 shares; 2024Q4: 51,802 shares; 2025Q1: 47,258 shares; 2025Q2: 49,540 shares; 2025Q3: 55,433 shares; 2025Q4: 56,432 shares 56,432 $1.37M 0.43% +999 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,632 shares; 2024Q4: 50,089 shares; 2025Q1: 50,242 shares; 2025Q2: 55,604 shares; 2025Q3: 57,461 shares; 2025Q4: 56,112 shares 56,112 $1.36M 0.43% -1,349 Timeline IBTP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54,310 shares; 2025Q3: 54,310 shares; 2025Q4: 52,382 shares 52,382 $1.35M 0.42% -1,928 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,516 shares; 2024Q4: 39,685 shares; 2025Q1: 39,685 shares; 2025Q2: 44,324 shares; 2025Q3: 44,324 shares; 2025Q4: 55,875 shares 55,875 $1.23M 0.38% +11,551 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,719 shares; 2024Q4: 34,192 shares; 2025Q1: 34,192 shares; 2025Q2: 38,575 shares; 2025Q3: 38,575 shares; 2025Q4: 49,407 shares 49,407 $1.16M 0.36% +10,832 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,507 shares; 2025Q3: 37,010 shares; 2025Q4: 37,010 shares 37,010 $967K 0.3% 0 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,936 shares; 2025Q3: 43,474 shares; 2025Q4: 40,753 shares 40,753 $940K 0.29% -2,721 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,557 shares; 2025Q3: 36,895 shares; 2025Q4: 34,422 shares 34,422 $879K 0.27% -2,473 Timeline IBTO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,167 shares; 2025Q3: 31,452 shares; 2025Q4: 30,643 shares 30,643 $752K 0.24% -809 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,160 shares; 2025Q1: 12,160 shares; 2025Q2: 17,629 shares; 2025Q3: 18,538 shares; 2025Q4: 37,219 shares 37,219 $739K 0.23% +18,681 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,779 shares; 2025Q1: 10,779 shares; 2025Q2: 15,739 shares; 2025Q3: 16,557 shares; 2025Q4: 33,366 shares 33,366 $736K 0.23% +16,809 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,357 shares; 2024Q4: 27,189 shares; 2025Q1: 27,189 shares; 2025Q2: 27,189 shares; 2025Q3: 27,189 shares; 2025Q4: 27,189 shares 27,189 $713K 0.22% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,347 shares; 2024Q4: 1,347 shares; 2025Q1: 1,347 shares; 2025Q2: 1,347 shares; 2025Q3: 1,347 shares; 2025Q4: 1,347 shares 1,347 $638K 0.2% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,838 shares; 2024Q4: 2,720 shares; 2025Q1: 2,246 shares; 2025Q2: 2,246 shares; 2025Q3: 2,941 shares; 2025Q4: 2,941 shares 2,941 $548K 0.17% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,317 shares; 2024Q4: 8,462 shares; 2025Q1: 8,317 shares; 2025Q2: 8,317 shares; 2025Q3: 6,198 shares; 2025Q4: 6,198 shares 6,198 $503K 0.16% 0 Timeline IBDZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,603 shares; 2025Q3: 19,050 shares; 2025Q4: 19,050 shares 19,050 $502K 0.16% 0 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,366 shares; 2025Q4: 14,366 shares 14,366 $418K 0.13% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,713 shares; 2024Q4: 4,713 shares; 2025Q1: 6,907 shares; 2025Q2: 6,962 shares; 2025Q3: 8,666 shares; 2025Q4: 6,962 shares 6,962 $399K 0.12% -1,704 Timeline IBCA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,147 shares; 2025Q4: 15,147 shares 15,147 $393K 0.12% 0 Timeline IBTQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,407 shares; 2025Q4: 15,407 shares 15,407 $393K 0.12% 0 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,470 shares; 2025Q3: 14,470 shares; 2025Q4: 16,898 shares 16,898 $347K 0.11% +2,428 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,371 shares; 2024Q4: 15,371 shares; 2025Q1: 17,454 shares; 2025Q2: 17,964 shares; 2025Q3: 17,964 shares; 2025Q4: 17,964 shares 17,964 $317K 0.1% 0 Timeline GRNI TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,833 shares 14,833 $301K 0.09% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,042 shares 6,042 $300K 0.09% new Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,138 shares; 2025Q3: 11,138 shares; 2025Q4: 13,497 shares 13,497 $285K 0.09% +2,359 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: 479 shares; 2025Q1: 466 shares; 2025Q2: 466 shares; 2025Q3: 420 shares; 2025Q4: 414 shares 414 $284K 0.09% -6 Timeline IBHH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,629 shares; 2024Q4: 11,629 shares; 2025Q1: 11,501 shares; 2025Q2: 11,366 shares; 2025Q3: 11,366 shares; 2025Q4: 11,366 shares 11,366 $269K 0.08% 0 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,225 shares 6,225 $268K 0.08% new Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,392 shares 6,392 $265K 0.08% new Timeline IBHK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,704 shares; 2025Q4: 10,067 shares 10,067 $260K 0.08% +2,363 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,410 shares; 2024Q4: 2,133 shares; 2025Q1: 2,133 shares; 2025Q2: 2,133 shares; 2025Q3: 2,133 shares; 2025Q4: 2,133 shares 2,133 $258K 0.08% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,532 shares; 2025Q4: 3,532 shares 3,532 $233K 0.07% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 929 shares; 2025Q4: 929 shares 929 $229K 0.07% 0 Timeline IQDY FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,165 shares; 2025Q4: 6,165 shares 6,165 $226K 0.07% 0 Timeline IBHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,431 shares; 2025Q4: 8,431 shares 8,431 $199K 0.06% 0 Timeline