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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,017,720 shares; 2026Q1: 1,058,336 shares 1,058,336 $47.5M 14.35% +40,616 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 611,089 shares 611,089 $47.2M 14.26% +18,429 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 255,733 shares 255,733 $36.4M 11.01% -6,753 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,443 shares; 2025Q3: 957,346 shares; 2025Q4: 977,177 shares; 2026Q1: 1,005,348 shares 1,005,348 $33.6M 10.17% +28,171 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 206,913 shares 206,913 $33.2M 10.04% +7,770 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; 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; 2026Q1: 1,023,165 shares 1,023,165 $24.4M 7.38% +43,518 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; 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; 2026Q1: 643,596 shares 643,596 $21.5M 6.49% -9,655 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 438,408 shares; 2025Q4: 441,417 shares; 2026Q1: 456,074 shares 456,074 $16.5M 4.99% +14,657 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,225 shares; 2026Q1: 336,983 shares 336,983 $15.7M 4.76% +330,758 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 557,894 shares; 2026Q1: 592,673 shares 592,673 $14.8M 4.48% +34,779 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; 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; 2026Q1: 9,086 shares 9,086 $5.43M 1.64% -59 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 151,905 shares; 2025Q2: 168,775 shares; 2025Q3: 169,657 shares; 2025Q4: 165,433 shares; 2026Q1: 180,843 shares 180,843 $5.42M 1.64% +15,410 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 102,585 shares; 2025Q4: 118,690 shares; 2026Q1: 121,870 shares 121,870 $2.42M 0.73% +3,180 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 92,278 shares 92,278 $2.06M 0.62% +670 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 68,697 shares 68,697 $1.74M 0.53% +588 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 66,696 shares 66,696 $1.5M 0.45% +489 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 64,490 shares 64,490 $1.48M 0.45% -1,661 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 56,564 shares 56,564 $1.37M 0.41% +452 Timeline IBTP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54,310 shares; 2025Q3: 54,310 shares; 2025Q4: 52,382 shares; 2026Q1: 52,382 shares 52,382 $1.34M 0.41% 0 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 54,694 shares 54,694 $1.33M 0.4% -1,738 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 60,419 shares 60,419 $1.32M 0.4% +4,544 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 53,646 shares 53,646 $1.25M 0.38% +4,239 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,507 shares; 2025Q3: 37,010 shares; 2025Q4: 37,010 shares; 2026Q1: 37,010 shares 37,010 $957K 0.29% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,936 shares; 2025Q3: 43,474 shares; 2025Q4: 40,753 shares; 2026Q1: 40,753 shares 40,753 $934K 0.28% 0 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,557 shares; 2025Q3: 36,895 shares; 2025Q4: 34,422 shares; 2026Q1: 34,422 shares 34,422 $870K 0.26% 0 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 41,998 shares 41,998 $828K 0.25% +4,779 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 37,677 shares 37,677 $825K 0.25% +4,311 Timeline IBTO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,167 shares; 2025Q3: 31,452 shares; 2025Q4: 30,643 shares; 2026Q1: 30,643 shares 30,643 $747K 0.23% 0 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; 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; 2026Q1: 24,003 shares 24,003 $602K 0.18% -3,186 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,347 shares 1,347 $574K 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; 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; 2026Q1: 6,198 shares 6,198 $546K 0.17% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,833 shares; 2026Q1: 28,059 shares 28,059 $535K 0.16% +13,226 Timeline IBDZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,603 shares; 2025Q3: 19,050 shares; 2025Q4: 19,050 shares; 2026Q1: 19,050 shares 19,050 $496K 0.15% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,366 shares; 2025Q4: 14,366 shares; 2026Q1: 14,366 shares 14,366 $418K 0.13% 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; 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; 2026Q1: 2,246 shares 2,246 $392K 0.12% -695 Timeline IBTQ ISHARES TR More: the full row for ISHARES TR Quarterly 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: 15,407 shares; 2025Q4: 15,407 shares; 2026Q1: 15,407 shares 15,407 $390K 0.12% 0 Timeline IBCA ISHARES TR More: the full row for ISHARES TR Quarterly 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: 15,147 shares; 2025Q4: 15,147 shares; 2026Q1: 15,147 shares 15,147 $388K 0.12% 0 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly 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: 9,241 shares 9,241 $374K 0.11% new Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,470 shares; 2025Q3: 14,470 shares; 2025Q4: 16,898 shares; 2026Q1: 16,898 shares 16,898 $345K 0.1% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,392 shares; 2026Q1: 6,392 shares 6,392 $288K 0.09% 0 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,138 shares; 2025Q3: 11,138 shares; 2025Q4: 13,497 shares; 2026Q1: 13,497 shares 13,497 $282K 0.09% 0 Timeline IBHH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 11,366 shares 11,366 $267K 0.08% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: 479 shares; 2025Q1: 466 shares; 2025Q2: 466 shares; 2025Q3: 420 shares; 2025Q4: 414 shares; 2026Q1: 406 shares 406 $265K 0.08% -8 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly 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: 5,218 shares 5,218 $263K 0.08% new 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; 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; 2026Q1: 4,633 shares 4,633 $263K 0.08% -2,329 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 600 shares 600 $258K 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,704 shares; 2025Q4: 10,067 shares; 2026Q1: 10,067 shares 10,067 $256K 0.08% 0 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly 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: 15,179 shares 15,179 $240K 0.07% new 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; 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; 2026Q1: 2,133 shares 2,133 $239K 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,165 shares; 2025Q4: 6,165 shares; 2026Q1: 6,165 shares 6,165 $234K 0.07% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,532 shares; 2025Q4: 3,532 shares; 2026Q1: 3,418 shares 3,418 $231K 0.07% -114 Timeline