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ASSETMARK, INC

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13F filer, CIK 1344551, CONCORD, CA

ASSETMARK, INC reported $49,036,837,331 across 3,370 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-23. Its ten largest share positions make up 28.8% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001344551-26-000003

Period
2025-12-31
Reported value
$49B
Holdings
3,370
Top 10 weight
28.8%
New
321
Sold out
132

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IVVadded+826,373$566M
NEMadded+2,294,396$229M
AGGadded+792,800$79.2M
XBIadded+635,782$77.5M
VOOadded+103,317$64.8M

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
SSOreduced-3,170,853-$184M
EUFNreduced-2,324,054-$86.2M
IGFreduced-1,289,935-$79.1M
VSTreduced-390,685-$63M
SFMreduced-711,163-$56.7M

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, Q4 2025

Share positions as resolved from 13F-HR 0001344551-26-000003, largest first. % of portfolio is the value over $49,036,837,331, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
RPGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,891 shares; 2024Q4: 1,772 shares; 2025Q1: 2,036 shares; 2025Q2: 1,822 shares; 2025Q3: 2,215 shares; 2025Q4: 2,126 shares 2,126$99.2K<0.01%-89Timeline
MARTAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,550 shares 2,550$98.8K<0.01%newTimeline
XSMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159 shares; 2024Q4: 110 shares; 2025Q1: 133 shares; 2025Q2: 1,882 shares; 2025Q3: 1,309 shares; 2025Q4: 1,350 shares 1,350$97.2K<0.01%+41Timeline
FOXFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 164 shares; 2025Q1: 253 shares; 2025Q2: 1,089 shares; 2025Q3: 1,094 shares; 2025Q4: 1,487 shares 1,487$96.6K<0.01%+393Timeline
OCOWENS CORNING NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81 shares; 2024Q4: 239 shares; 2025Q1: 198 shares; 2025Q2: 299 shares; 2025Q3: 356 shares; 2025Q4: 857 shares 857$95.9K<0.01%+501Timeline
MEDPMEDPACE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 173 shares; 2025Q1: 216 shares; 2025Q2: 232 shares; 2025Q3: 214 shares; 2025Q4: 170 shares 170$95.5K<0.01%-44Timeline
RRXREGAL REXNORD CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,405 shares; 2024Q4: 1,420 shares; 2025Q1: 1,217 shares; 2025Q2: 1,199 shares; 2025Q3: 1,178 shares; 2025Q4: 678 shares 678$95.1K<0.01%-500Timeline
CIENCIENA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 179 shares; 2025Q1: 118 shares; 2025Q2: 133 shares; 2025Q3: 200 shares; 2025Q4: 406 shares 406$95K<0.01%+206Timeline
DCORDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 244 shares; 2025Q1: 565 shares; 2025Q2: 549 shares; 2025Q3: 1,287 shares; 2025Q4: 1,287 shares 1,287$94.8K<0.01%0Timeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 50 shares; 2025Q3: 58 shares; 2025Q4: 44 shares 44$94.6K<0.01%-14Timeline
WYWEYERHAEUSER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317 shares; 2024Q4: 1,239 shares; 2025Q1: 869 shares; 2025Q2: 2,200 shares; 2025Q3: 3,170 shares; 2025Q4: 3,974 shares 3,974$94.1K<0.01%+804Timeline
IGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 1,280 shares; 2025Q1: 2,257 shares; 2025Q2: 2,257 shares; 2025Q3: 2,257 shares; 2025Q4: 2,257 shares 2,257$94K<0.01%0Timeline
ROLROLLINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 119 shares; 2025Q1: 171 shares; 2025Q2: 1,176 shares; 2025Q3: 1,319 shares; 2025Q4: 1,562 shares 1,562$93.8K<0.01%+243Timeline
EXLSEXLSERVICE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,861 shares; 2024Q4: 26,607 shares; 2025Q1: 27,434 shares; 2025Q2: 3,194 shares; 2025Q3: 2,605 shares; 2025Q4: 2,208 shares 2,208$93.7K<0.01%-397Timeline
TPIFTIMOTHY PLANQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 338 shares; 2025Q2: 20 shares; 2025Q3: 406 shares; 2025Q4: 2,702 shares 2,702$93.7K<0.01%+2,296Timeline
MTZMASTEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 2 shares; 2025Q2: 19 shares; 2025Q3: 29 shares; 2025Q4: 431 shares 431$93.7K<0.01%+402Timeline
VVVVALVOLINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,962 shares; 2024Q4: 25,024 shares; 2025Q1: 39,010 shares; 2025Q2: 38,576 shares; 2025Q3: 4,438 shares; 2025Q4: 3,204 shares 3,204$93.1K<0.01%-1,234Timeline
VCYTVERACYTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,744 shares; 2024Q4: 2,731 shares; 2025Q1: 2,672 shares; 2025Q2: 2,510 shares; 2025Q3: 2,518 shares; 2025Q4: 2,208 shares 2,208$93K<0.01%-310Timeline
VNLAJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,466 shares; 2024Q4: 1,710 shares; 2025Q1: 2,090 shares; 2025Q2: 1,809 shares; 2025Q3: 1,775 shares; 2025Q4: 1,885 shares 1,885$92.6K<0.01%+110Timeline
CLHCLEAN HARBORS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 207 shares; 2025Q1: 207 shares; 2025Q2: 292 shares; 2025Q3: 391 shares; 2025Q4: 395 shares 395$92.6K<0.01%+4Timeline
FULCFULCRUM THERAPEUTICS INCQuarterly 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: 9,611 shares; 2025Q4: 8,184 shares 8,184$92.6K<0.01%-1,427Timeline
MAAMID-AMER APT CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,936 shares; 2024Q4: 6,184 shares; 2025Q1: 6,191 shares; 2025Q2: 9,004 shares; 2025Q3: 385 shares; 2025Q4: 666 shares 666$92.5K<0.01%+281Timeline
RHPRYMAN HOSPITALITY PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 740 shares; 2024Q4: 805 shares; 2025Q1: 900 shares; 2025Q2: 1,418 shares; 2025Q3: 1,570 shares; 2025Q4: 975 shares 975$92.3K<0.01%-595Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 166 shares; 2025Q1: 167 shares; 2025Q2: 500 shares; 2025Q3: 755 shares; 2025Q4: 929 shares 929$91.5K<0.01%+174Timeline
NYTNEW YORK TIMES CO MTN BEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,316 shares; 2024Q4: 47,995 shares; 2025Q1: 1,966 shares; 2025Q2: 1,157 shares; 2025Q3: 1,254 shares; 2025Q4: 1,317 shares 1,317$91.4K<0.01%+63Timeline
NHINATIONAL HEALTH INVS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 648 shares; 2024Q4: 685 shares; 2025Q1: 777 shares; 2025Q2: 925 shares; 2025Q3: 968 shares; 2025Q4: 1,195 shares 1,195$91.3K<0.01%+227Timeline
IYTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 476 shares; 2024Q4: 476 shares; 2025Q1: 464 shares; 2025Q2: 421 shares; 2025Q3: 421 shares; 2025Q4: 1,221 shares 1,221$91K<0.01%+800Timeline
TECHBIO-TECHNE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 244 shares; 2025Q1: 115 shares; 2025Q2: 1,401 shares; 2025Q3: 1,536 shares; 2025Q4: 1,539 shares 1,539$90.5K<0.01%+3Timeline
ARCBARCBEST CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 1,208 shares 1,208$89.6K<0.01%+1,188Timeline
ACWVISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 26,685 shares; 2025Q2: 1,082 shares; 2025Q3: 790 shares; 2025Q4: 753 shares 753$89.4K<0.01%-37Timeline
JJSFJ & J SNACK FOODS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 955 shares; 2025Q4: 989 shares 989$89.4K<0.01%+34Timeline
KNTKKINETIK HOLDINGS INCQuarterly 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 shares; 2025Q4: 2,450 shares 2,450$88.3K<0.01%+2,442Timeline
VIGIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 502 shares; 2025Q2: 572 shares; 2025Q3: 964 shares; 2025Q4: 964 shares 964$88.2K<0.01%0Timeline
JBSJBS N.V.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: 1,560 shares; 2025Q3: 6,314 shares; 2025Q4: 6,109 shares 6,109$88.1K<0.01%-205Timeline
SJMSMUCKER J M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 218 shares; 2025Q1: 227 shares; 2025Q2: 641 shares; 2025Q3: 1,173 shares; 2025Q4: 900 shares 900$88.1K<0.01%-273Timeline
SFYTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 254 shares; 2025Q1: 824 shares; 2025Q2: 2,517 shares; 2025Q3: 172 shares; 2025Q4: 666 shares 666$88K<0.01%+494Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,808 shares; 2024Q4: 1,276 shares; 2025Q1: 670 shares; 2025Q2: 861 shares; 2025Q3: 336 shares; 2025Q4: 1,193 shares 1,193$87.9K<0.01%+857Timeline
TDYTELEDYNE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 26 shares; 2025Q1: 29 shares; 2025Q2: 85 shares; 2025Q3: 112 shares; 2025Q4: 172 shares 172$87.8K<0.01%+60Timeline
NVRNVR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 4 shares; 2025Q2: 6 shares; 2025Q3: 9 shares; 2025Q4: 12 shares 12$87.5K<0.01%+3Timeline
EGPEASTGROUP PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 159 shares; 2025Q2: 158 shares; 2025Q3: 376 shares; 2025Q4: 491 shares 491$87.5K<0.01%+115Timeline
PCVXVAXCYTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 776 shares; 2025Q1: 14,424 shares; 2025Q2: 13,610 shares; 2025Q3: 13,322 shares; 2025Q4: 1,895 shares 1,895$87.4K<0.01%-11,427Timeline
AIZASSURANT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 39 shares; 2025Q1: 161 shares; 2025Q2: 98 shares; 2025Q3: 263 shares; 2025Q4: 363 shares 363$87.4K<0.01%+100Timeline
EWJISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 408 shares; 2024Q4: 451 shares; 2025Q1: 421 shares; 2025Q2: 418 shares; 2025Q3: 797 shares; 2025Q4: 1,082 shares 1,082$87.4K<0.01%+285Timeline
BRBRBELLRING BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,947 shares; 2024Q4: 1,582 shares; 2025Q1: 1,475 shares; 2025Q2: 1,489 shares; 2025Q3: 1,280 shares; 2025Q4: 3,257 shares 3,257$87.1K<0.01%+1,977Timeline
IDLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,123 shares; 2024Q4: 2,129 shares; 2025Q1: 2,168 shares; 2025Q2: 2,556 shares; 2025Q3: 2,586 shares; 2025Q4: 2,556 shares 2,556$86.6K<0.01%-30Timeline
AUANGLOGOLD ASHANTI PLCQuarterly 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: 6 shares; 2025Q3: 12 shares; 2025Q4: 1,012 shares 1,012$86.3K<0.01%+1,000Timeline
MISLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 630 shares; 2025Q1: 625 shares; 2025Q2: 1,096 shares; 2025Q3: 1,269 shares; 2025Q4: 2,003 shares 2,003$85.7K<0.01%+734Timeline
DNLIDENALI THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,808 shares; 2024Q4: 3,679 shares; 2025Q1: 3,185 shares; 2025Q2: 3,620 shares; 2025Q3: 3,937 shares; 2025Q4: 5,187 shares 5,187$85.6K<0.01%+1,250Timeline
NGVTINGEVITY CORPQuarterly 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: 1,445 shares 1,445$85.5K<0.01%newTimeline
HYTBLACKROCK CORPOR HI YLD FD IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,707 shares; 2024Q4: 11,707 shares; 2025Q1: 11,707 shares; 2025Q2: 9,397 shares; 2025Q3: 9,290 shares; 2025Q4: 9,548 shares 9,548$85K<0.01%+258Timeline
NOKNOKIA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 574 shares; 2024Q4: 954 shares; 2025Q1: 8,240 shares; 2025Q2: 9,635 shares; 2025Q3: 12,362 shares; 2025Q4: 13,113 shares 13,113$84.8K<0.01%+751Timeline
VCVISTEON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 947 shares; 2025Q4: 891 shares 891$84.7K<0.01%-56Timeline
JPREJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,306 shares; 2024Q4: 46,747 shares; 2025Q1: 46,652 shares; 2025Q2: 46,049 shares; 2025Q3: 1,834 shares; 2025Q4: 1,811 shares 1,811$84.6K<0.01%-23Timeline
TAPMOLSON COORS BEVERAGE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 331 shares; 2025Q1: 289 shares; 2025Q2: 428 shares; 2025Q3: 349 shares; 2025Q4: 1,811 shares 1,811$84.5K<0.01%+1,462Timeline
HOSHORNBECK OFFSHORE SERVICES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,985 shares; 2024Q4: 3,536 shares; 2025Q1: 3,033 shares; 2025Q2: 4,211 shares; 2025Q3: 12,765 shares; 2025Q4: 13,483 shares 13,483$84.5K<0.01%+718Timeline
ABVXABIVAX SAQuarterly 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: 626 shares 626$84.4K<0.01%newTimeline
ONTONTERRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,397 shares 3,397$84.3K<0.01%newTimeline
CSWCSW INDUSTRIALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24 shares; 2025Q1: 1,827 shares; 2025Q2: 1,778 shares; 2025Q3: 132 shares; 2025Q4: 287 shares 287$84.2K<0.01%+155Timeline
SUSAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 517 shares; 2025Q2: 544 shares; 2025Q3: 559 shares; 2025Q4: 603 shares 603$84K<0.01%+44Timeline
ITRNITURAN LOCATION AND CONTROLQuarterly 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: 966 shares; 2025Q3: 1,710 shares; 2025Q4: 1,950 shares 1,950$83.9K<0.01%+240Timeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 98 shares; 2025Q1: 91 shares; 2025Q2: 470 shares; 2025Q3: 525 shares; 2025Q4: 590 shares 590$83.9K<0.01%+65Timeline
DGINVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,647 shares; 2025Q1: 22,289 shares; 2025Q2: 26,514 shares; 2025Q3: 2,586 shares; 2025Q4: 2,047 shares 2,047$83.8K<0.01%-539Timeline
DPZDOMINOS PIZZA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 9 shares; 2025Q1: 25 shares; 2025Q2: 133 shares; 2025Q3: 119 shares; 2025Q4: 201 shares 201$83.8K<0.01%+82Timeline
VERXVERTEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,485 shares; 2025Q1: 33,269 shares; 2025Q2: 4,743 shares; 2025Q3: 2,804 shares; 2025Q4: 4,180 shares 4,180$83.5K<0.01%+1,376Timeline
ETENERGY TRANSFER L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,746 shares; 2024Q4: 8,760 shares; 2025Q1: 11,615 shares; 2025Q2: 9,179 shares; 2025Q3: 9,284 shares; 2025Q4: 5,054 shares 5,054$83.3K<0.01%-4,230Timeline
SMCISUPER MICRO COMPUTER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,123 shares; 2025Q1: 2,651 shares; 2025Q2: 4,559 shares; 2025Q3: 4,528 shares; 2025Q4: 2,827 shares 2,827$82.7K<0.01%-1,701Timeline
BBYBEST BUY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,541 shares; 2024Q4: 4,522 shares; 2025Q1: 4,318 shares; 2025Q2: 1,293 shares; 2025Q3: 1,373 shares; 2025Q4: 1,233 shares 1,233$82.5K<0.01%-140Timeline
PXFINVESCO EXCH TRADED FD TR IIQuarterly 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: 1,229 shares; 2025Q3: 1,251 shares; 2025Q4: 1,251 shares 1,251$82K<0.01%0Timeline
KBKB FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: 128 shares; 2025Q1: 101 shares; 2025Q2: 225 shares; 2025Q3: 868 shares; 2025Q4: 947 shares 947$81.5K<0.01%+79Timeline
FNCLFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 614 shares; 2025Q1: 585 shares; 2025Q2: 448 shares; 2025Q3: 1,048 shares; 2025Q4: 1,048 shares 1,048$81.5K<0.01%0Timeline
SWSMURFIT WESTROCK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,192 shares; 2024Q4: 1,390 shares; 2025Q1: 1,377 shares; 2025Q2: 2,172 shares; 2025Q3: 2,300 shares; 2025Q4: 2,081 shares 2,081$80.5K<0.01%-219Timeline
XLGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,366 shares; 2024Q4: 2,948 shares; 2025Q1: 6,995 shares; 2025Q2: 1,166 shares; 2025Q3: 1,332 shares; 2025Q4: 1,352 shares 1,352$80.1K<0.01%+20Timeline
UTGREAVES UTIL INCOME FDQuarterly 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: 1,947 shares; 2025Q4: 2,166 shares 2,166$79.2K<0.01%+219Timeline
ALKALASKA AIR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 1,380 shares; 2025Q3: 1,593 shares; 2025Q4: 1,574 shares 1,574$79.2K<0.01%-19Timeline
BDYNBLACKROCK ETF TRUSTQuarterly 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: 3,017 shares; 2025Q4: 3,091 shares 3,091$79.2K<0.01%+74Timeline
IYFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 188 shares; 2025Q1: not reported; 2025Q2: 518 shares; 2025Q3: 543 shares; 2025Q4: 606 shares 606$78.1K<0.01%+63Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 270 shares; 2025Q1: 150 shares; 2025Q2: 533 shares; 2025Q3: 681 shares; 2025Q4: 830 shares 830$78K<0.01%+149Timeline
LYFTLYFT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 211 shares; 2025Q3: 208 shares; 2025Q4: 3,981 shares 3,981$77.1K<0.01%+3,773Timeline
XVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,456 shares; 2025Q2: 1,456 shares; 2025Q3: 1,456 shares; 2025Q4: 1,456 shares 1,456$76.7K<0.01%0Timeline
CNQCANADIAN NAT RES LTD MED TERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 766 shares; 2024Q4: 1,205 shares; 2025Q1: 1,323 shares; 2025Q2: 2,113 shares; 2025Q3: 2,195 shares; 2025Q4: 2,258 shares 2,258$76.4K<0.01%+63Timeline
RBARB GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344 shares; 2024Q4: 331 shares; 2025Q1: 331 shares; 2025Q2: 206 shares; 2025Q3: 220 shares; 2025Q4: 742 shares 742$76.3K<0.01%+522Timeline
LRGFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 1,488 shares; 2025Q1: 4,807 shares; 2025Q2: 941 shares; 2025Q3: 1,127 shares; 2025Q4: 1,095 shares 1,095$76K<0.01%-32Timeline
BCATBLACKROCK CAP ALLOCATION TERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286 shares; 2024Q4: 286 shares; 2025Q1: 5,286 shares; 2025Q2: 5,286 shares; 2025Q3: 5,286 shares; 2025Q4: 5,366 shares 5,366$76K<0.01%+80Timeline
NLYANNALY CAPITAL MANAGEMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,709 shares; 2025Q1: 1,221 shares; 2025Q2: 2,411 shares; 2025Q3: 2,818 shares; 2025Q4: 3,398 shares 3,398$76K<0.01%+580Timeline
WTVWISDOMTREE TRQuarterly 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: 1,010 shares; 2025Q3: 564 shares; 2025Q4: 805 shares 805$75.1K<0.01%+241Timeline
CRUSCIRRUS LOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,945 shares; 2024Q4: 3,283 shares; 2025Q1: 3,189 shares; 2025Q2: 32 shares; 2025Q3: 24 shares; 2025Q4: 633 shares 633$75K<0.01%+609Timeline
MSMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,214 shares; 2025Q4: 1,148 shares 1,148$74.6K<0.01%-66Timeline
AIAISHARES TRQuarterly 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: 763 shares 763$74.4K<0.01%newTimeline
JLLJONES LANG LASALLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 34 shares; 2025Q1: 19,283 shares; 2025Q2: 160 shares; 2025Q3: 190 shares; 2025Q4: 220 shares 220$74K<0.01%+30Timeline
GPKGRAPHIC PACKAGING HLDG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,383 shares; 2024Q4: 91,781 shares; 2025Q1: 7,946 shares; 2025Q2: 7,533 shares; 2025Q3: 9,185 shares; 2025Q4: 4,910 shares 4,910$73.9K<0.01%-4,275Timeline
USFDUS FOODS HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 662 shares; 2024Q4: 675 shares; 2025Q1: 660 shares; 2025Q2: 931 shares; 2025Q3: 1,068 shares; 2025Q4: 981 shares 981$73.9K<0.01%-87Timeline
AMRZAMRIZE LTDQuarterly 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: 375 shares; 2025Q4: 1,344 shares 1,344$72.7K<0.01%+969Timeline
FELGFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 69 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,741 shares 1,741$72.6K<0.01%newTimeline
PRIMPRIMORIS SVCS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,040 shares; 2024Q4: 876 shares; 2025Q1: 815 shares; 2025Q2: 869 shares; 2025Q3: 953 shares; 2025Q4: 584 shares 584$72.5K<0.01%-369Timeline
SKYCHAMPION HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 730 shares; 2024Q4: 795 shares; 2025Q1: 736 shares; 2025Q2: 860 shares; 2025Q3: 860 shares; 2025Q4: 856 shares 856$72.3K<0.01%-4Timeline
BROBROWN & BROWN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 180 shares; 2025Q1: 215 shares; 2025Q2: 623 shares; 2025Q3: 923 shares; 2025Q4: 900 shares 900$71.7K<0.01%-23Timeline
ICFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 614 shares; 2025Q1: 527 shares; 2025Q2: 380 shares; 2025Q3: 705 shares; 2025Q4: 1,196 shares 1,196$71.4K<0.01%+491Timeline
DJANFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,642 shares; 2025Q1: 1,642 shares; 2025Q2: 1,642 shares; 2025Q3: 1,642 shares; 2025Q4: 1,642 shares 1,642$71.3K<0.01%0Timeline
JBLJABIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 119 shares; 2025Q1: 107 shares; 2025Q2: 156 shares; 2025Q3: 219 shares; 2025Q4: 311 shares 311$71K<0.01%+92Timeline
IVOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,352 shares; 2025Q2: 491 shares; 2025Q3: 590 shares; 2025Q4: 590 shares 590$70.9K<0.01%0Timeline
HOLXHOLOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,667 shares; 2024Q4: 2,685 shares; 2025Q1: 2,692 shares; 2025Q2: 3,285 shares; 2025Q3: 2,491 shares; 2025Q4: 951 shares 951$70.8K<0.01%-1,540Timeline
IHIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,615 shares; 2024Q4: 1,021 shares; 2025Q1: 964 shares; 2025Q2: 740 shares; 2025Q3: 794 shares; 2025Q4: 1,138 shares 1,138$70.7K<0.01%+344Timeline
CYDCHINA YUCHAI INTL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 1,986 shares 1,986$70.5K<0.01%+1,970Timeline
CRSCARPENTER TECHNOLOGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: 17 shares; 2025Q3: 219 shares; 2025Q4: 223 shares 223$70.3K<0.01%+4Timeline
PTCPTC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 333 shares; 2025Q1: 61 shares; 2025Q2: 268 shares; 2025Q3: 309 shares; 2025Q4: 400 shares 400$69.7K<0.01%+91Timeline
MGMMGM RESORTS INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 395 shares; 2024Q4: 806 shares; 2025Q1: 823 shares; 2025Q2: 1,813 shares; 2025Q3: 1,946 shares; 2025Q4: 1,907 shares 1,907$69.6K<0.01%-39Timeline
SEIMSEI EXCHANGE TRADED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267 shares; 2024Q4: 267 shares; 2025Q1: 411 shares; 2025Q2: 1,223 shares; 2025Q3: 1,507 shares; 2025Q4: 1,507 shares 1,507$69.5K<0.01%0Timeline
BXPBXP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 471 shares; 2025Q1: 503 shares; 2025Q2: 1,226 shares; 2025Q3: 1,201 shares; 2025Q4: 1,029 shares 1,029$69.4K<0.01%-172Timeline
KRESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 200 shares; 2025Q1: 80 shares; 2025Q2: 70 shares; 2025Q3: 345 shares; 2025Q4: 1,059 shares 1,059$68.6K<0.01%+714Timeline
SBACSBA COMMUNICATIONS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 573 shares; 2025Q1: 717 shares; 2025Q2: 1,197 shares; 2025Q3: 1,050 shares; 2025Q4: 350 shares 350$67.8K<0.01%-700Timeline
EZMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,241 shares; 2025Q1: not reported; 2025Q2: 1,008 shares; 2025Q3: 1,008 shares; 2025Q4: 1,008 shares 1,008$67.3K<0.01%0Timeline
FPXFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 396 shares; 2025Q1: 479 shares; 2025Q2: 410 shares; 2025Q3: 410 shares; 2025Q4: 410 shares 410$67.1K<0.01%0Timeline
GILTGILAT SATELLITE NETWORKS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,858 shares; 2025Q4: 5,180 shares 5,180$67K<0.01%-678Timeline
JHGJANUS HENDERSON GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,101 shares; 2024Q4: 5,307 shares; 2025Q1: 5,301 shares; 2025Q2: 4,796 shares; 2025Q3: 5,417 shares; 2025Q4: 1,407 shares 1,407$66.9K<0.01%-4,010Timeline
NWENORTHWESTERN ENERGY GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 975 shares; 2024Q4: 973 shares; 2025Q1: 973 shares; 2025Q2: 1,025 shares; 2025Q3: 1,034 shares; 2025Q4: 1,034 shares 1,034$66.7K<0.01%0Timeline
GLRYNORTHERN LTS FD TR IVQuarterly 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: 928 shares; 2025Q4: 1,861 shares 1,861$66.7K<0.01%+933Timeline
CLMCORNERSTONE STRATEGIC INVESTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,984 shares; 2025Q1: 6,233 shares; 2025Q2: 1,971 shares; 2025Q3: 1,971 shares; 2025Q4: 7,960 shares 7,960$66.5K<0.01%+5,989Timeline
IMNMIMMUNOME INCQuarterly 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: 3,364 shares; 2025Q4: 3,093 shares 3,093$66.4K<0.01%-271Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 453 shares; 2024Q4: 293 shares; 2025Q1: 280 shares; 2025Q2: 3,670 shares; 2025Q3: 3,657 shares; 2025Q4: 2,837 shares 2,837$66.3K<0.01%-820Timeline
IVLUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,920 shares; 2024Q4: 1,436 shares; 2025Q1: 1,436 shares; 2025Q2: 1,601 shares; 2025Q3: 1,680 shares; 2025Q4: 1,738 shares 1,738$66.1K<0.01%+58Timeline
PKWINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 78 shares; 2025Q1: 283 shares; 2025Q2: 488 shares; 2025Q3: 488 shares; 2025Q4: 488 shares 488$65.5K<0.01%0Timeline
QQEWFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 490 shares; 2024Q4: 926 shares; 2025Q1: 704 shares; 2025Q2: 457 shares; 2025Q3: 457 shares; 2025Q4: 457 shares 457$65K<0.01%0Timeline
EZUISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 2,189 shares; 2025Q1: 1,485 shares; 2025Q2: 938 shares; 2025Q3: 1,009 shares; 2025Q4: 1,013 shares 1,013$64.9K<0.01%+4Timeline
INTAINTAPP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 1,652 shares; 2025Q1: 1,327 shares; 2025Q2: 1,325 shares; 2025Q3: 1,765 shares; 2025Q4: 1,415 shares 1,415$64.8K<0.01%-350Timeline
CSGSCSG SYS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 620 shares; 2024Q4: 684 shares; 2025Q1: 712 shares; 2025Q2: 905 shares; 2025Q3: 917 shares; 2025Q4: 844 shares 844$64.7K<0.01%-73Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 268 shares; 2025Q2: 268 shares; 2025Q3: 579 shares; 2025Q4: 579 shares 579$64.7K<0.01%0Timeline
BNBROOKFIELD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 107 shares; 2025Q1: 100 shares; 2025Q2: 310 shares; 2025Q3: 963 shares; 2025Q4: 1,405 shares 1,405$64.5K<0.01%+442Timeline
SWKSSKYWORKS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,873 shares; 2024Q4: 206,721 shares; 2025Q1: 689 shares; 2025Q2: 1,590 shares; 2025Q3: 1,473 shares; 2025Q4: 1,016 shares 1,016$64.4K<0.01%-457Timeline
NOVTNOVANTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409 shares; 2024Q4: 421 shares; 2025Q1: 410 shares; 2025Q2: 427 shares; 2025Q3: 442 shares; 2025Q4: 541 shares 541$64.4K<0.01%+99Timeline
TEAMATLASSIAN CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134 shares; 2024Q4: 175 shares; 2025Q1: 183 shares; 2025Q2: 484 shares; 2025Q3: 433 shares; 2025Q4: 397 shares 397$64.4K<0.01%-36Timeline
QQHNORTHERN LTS FD TR IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 451 shares; 2025Q2: 451 shares; 2025Q3: 823 shares; 2025Q4: 823 shares 823$63.7K<0.01%0Timeline
QQQEDIREXION SHARES ETF TRUSTQuarterly 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: 620 shares 620$63.4K<0.01%newTimeline
GSLGLOBAL SHIP LEASE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,512 shares; 2024Q4: 2,681 shares; 2025Q1: 2,030 shares; 2025Q2: 1,546 shares; 2025Q3: 1,661 shares; 2025Q4: 1,804 shares 1,804$63.2K<0.01%+143Timeline
NBISNEBIUS GROUP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 118 shares; 2025Q1: 298 shares; 2025Q2: 602 shares; 2025Q3: 661 shares; 2025Q4: 754 shares 754$63.1K<0.01%+93Timeline
IFRAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,808 shares; 2024Q4: 18,948 shares; 2025Q1: 1,827 shares; 2025Q2: 1,197 shares; 2025Q3: 1,198 shares; 2025Q4: 1,198 shares 1,198$63K<0.01%0Timeline
PTMCPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 928 shares; 2025Q2: 1,806 shares; 2025Q3: 2,861 shares; 2025Q4: 1,765 shares 1,765$63K<0.01%-1,096Timeline
TPLTEXAS PACIFIC LAND CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26 shares; 2025Q1: 39 shares; 2025Q2: 52 shares; 2025Q3: 42 shares; 2025Q4: 219 shares 219$62.9K<0.01%+177Timeline
TLKTELEKOMUNIKASI INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221 shares; 2024Q4: 252 shares; 2025Q1: 3,701 shares; 2025Q2: 310 shares; 2025Q3: 467 shares; 2025Q4: 2,979 shares 2,979$62.7K<0.01%+2,512Timeline
VIAVVIAVI SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,135 shares; 2024Q4: 4,135 shares; 2025Q1: 4,596 shares; 2025Q2: 4,135 shares; 2025Q3: 4,218 shares; 2025Q4: 3,505 shares 3,505$62.5K<0.01%-713Timeline
PWBINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 490 shares 490$62.3K<0.01%+486Timeline
CALFPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 71 shares; 2025Q1: not reported; 2025Q2: 219 shares; 2025Q3: 1,320 shares; 2025Q4: 1,401 shares 1,401$62.2K<0.01%+81Timeline
ATRCATRICURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,406 shares; 2024Q4: 1,386 shares; 2025Q1: 1,386 shares; 2025Q2: 1,571 shares; 2025Q3: 1,571 shares; 2025Q4: 1,571 shares 1,571$62.1K<0.01%0Timeline
SCHYSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 125,426 shares; 2025Q1: 2,961 shares; 2025Q2: 887 shares; 2025Q3: 751 shares; 2025Q4: 2,071 shares 2,071$61.8K<0.01%+1,320Timeline
SBCFSEACOAST BKG CORP FLAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,565 shares; 2024Q4: 1,565 shares; 2025Q1: 1,565 shares; 2025Q2: 1,940 shares; 2025Q3: 1,940 shares; 2025Q4: 1,949 shares 1,949$61.2K<0.01%+9Timeline
UBNDVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,774 shares; 2025Q4: 2,774 shares 2,774$61K<0.01%0Timeline
HLNHALEON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,794 shares; 2024Q4: 1,947 shares; 2025Q1: 19,387 shares; 2025Q2: 4,464 shares; 2025Q3: 4,710 shares; 2025Q4: 5,962 shares 5,962$60.3K<0.01%+1,252Timeline
AEOAMERICAN EAGLE OUTFITTERS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,127 shares; 2024Q4: 5,489 shares; 2025Q1: 4,698 shares; 2025Q2: 4,787 shares; 2025Q3: 5,084 shares; 2025Q4: 2,282 shares 2,282$60.2K<0.01%-2,802Timeline
JMTGJ P MORGAN EXCHANGE TRADED FQuarterly 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: 270 shares; 2025Q3: 871 shares; 2025Q4: 1,178 shares 1,178$60.1K<0.01%+307Timeline
RVTYREVVITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 266 shares; 2025Q1: 216 shares; 2025Q2: 1,052 shares; 2025Q3: 583 shares; 2025Q4: 618 shares 618$59.8K<0.01%+35Timeline
COWGPACER FDS TRQuarterly 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: 299 shares; 2025Q3: 1,562 shares; 2025Q4: 1,695 shares 1,695$59.7K<0.01%+133Timeline
XMMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133 shares; 2024Q4: 744 shares; 2025Q1: 4,827 shares; 2025Q2: 145 shares; 2025Q3: 421 shares; 2025Q4: 429 shares 429$59.4K<0.01%+8Timeline
CALYCALLAWAY GOLF COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35 shares; 2025Q4: 5,084 shares 5,084$59.3K<0.01%+5,049Timeline
MPMP MATERIALS CORPQuarterly 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: 116 shares; 2025Q3: 115 shares; 2025Q4: 1,174 shares 1,174$59.3K<0.01%+1,059Timeline
XMESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 572 shares; 2025Q4: 572 shares 572$59.3K<0.01%0Timeline
IJTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,243 shares; 2024Q4: 1,449 shares; 2025Q1: 1,520 shares; 2025Q2: 1,913 shares; 2025Q3: 893 shares; 2025Q4: 419 shares 419$59.1K<0.01%-474Timeline
FUTUFUTU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 765 shares; 2025Q1: 14 shares; 2025Q2: 5 shares; 2025Q3: 635 shares; 2025Q4: 360 shares 360$59.1K<0.01%-275Timeline
BDVLBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,706 shares; 2025Q4: 2,382 shares 2,382$59.1K<0.01%-324Timeline
AALAMERICAN AIRLINES GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,808 shares; 2025Q2: 3,300 shares; 2025Q3: 3,319 shares; 2025Q4: 3,852 shares 3,852$59.1K<0.01%+533Timeline
CATYCATHAY GEN BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 969 shares; 2024Q4: 976 shares; 2025Q1: 976 shares; 2025Q2: 1,044 shares; 2025Q3: 1,041 shares; 2025Q4: 1,219 shares 1,219$59K<0.01%+178Timeline
BGSIBOYD GROUP SERVICES INCQuarterly 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: 370 shares 370$58.9K<0.01%newTimeline
XARSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 47 shares; 2025Q1: 52 shares; 2025Q2: 64 shares; 2025Q3: 110 shares; 2025Q4: 244 shares 244$58.9K<0.01%+134Timeline
MSTRSTRATEGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 47 shares; 2025Q1: 136 shares; 2025Q2: 1,228 shares; 2025Q3: 1,106 shares; 2025Q4: 387 shares 387$58.8K<0.01%-719Timeline
IMCVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,270 shares; 2025Q1: 401 shares; 2025Q2: 482 shares; 2025Q3: 692 shares; 2025Q4: 711 shares 711$58.5K<0.01%+19Timeline
RIOTRIOT PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: not reported; 2025Q2: 163 shares; 2025Q3: 184 shares; 2025Q4: 4,613 shares 4,613$58.4K<0.01%+4,429Timeline
BCPCBALCHEM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336 shares; 2024Q4: 377 shares; 2025Q1: 347 shares; 2025Q2: 363 shares; 2025Q3: 367 shares; 2025Q4: 380 shares 380$58.3K<0.01%+13Timeline
PHYSSPROTT ASSET MANAGEMENT LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,272 shares; 2025Q2: 2,285 shares; 2025Q3: 3,673 shares; 2025Q4: 1,752 shares 1,752$57.9K<0.01%-1,921Timeline
STNESTONECO LTDQuarterly 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: 413 shares; 2025Q3: 3,608 shares; 2025Q4: 3,909 shares 3,909$57.8K<0.01%+301Timeline
ROUSLATTICE STRATEGIES TRQuarterly 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: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000$57.7K<0.01%0Timeline
ONEQFIDELITY COMWLTH TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 424 shares; 2024Q4: 424 shares; 2025Q1: 424 shares; 2025Q2: 385 shares; 2025Q3: 505 shares; 2025Q4: 629 shares 629$57.5K<0.01%+124Timeline
SOLVSOLVENTUM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 151 shares; 2025Q1: 169 shares; 2025Q2: 234 shares; 2025Q3: 597 shares; 2025Q4: 725 shares 725$57.5K<0.01%+128Timeline
XSDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 112 shares; 2025Q1: 100 shares; 2025Q2: 104 shares; 2025Q3: 154 shares; 2025Q4: 178 shares 178$57.2K<0.01%+24Timeline
CDRECADRE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 975 shares; 2025Q1: 975 shares; 2025Q2: 1,395 shares; 2025Q3: 1,395 shares; 2025Q4: 1,395 shares 1,395$57K<0.01%0Timeline
THRTHERMON GROUP HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 910 shares; 2025Q1: 910 shares; 2025Q2: 910 shares; 2025Q3: 1,530 shares; 2025Q4: 1,530 shares 1,530$56.9K<0.01%0Timeline
RNRGGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,709 shares; 2025Q4: 1,709 shares 1,709$56.8K<0.01%0Timeline
DTDWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: 1,664 shares; 2025Q2: 13,622 shares; 2025Q3: 698 shares; 2025Q4: 669 shares 669$56.8K<0.01%-29Timeline
LFSTLIFESTANCE HEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,340 shares; 2024Q4: 11,247 shares; 2025Q1: 11,109 shares; 2025Q2: 10,114 shares; 2025Q3: 9,474 shares; 2025Q4: 8,052 shares 8,052$56.7K<0.01%-1,422Timeline
CRBGCOREBRIDGE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364 shares; 2024Q4: 400 shares; 2025Q1: 585 shares; 2025Q2: 941 shares; 2025Q3: 1,390 shares; 2025Q4: 1,877 shares 1,877$56.6K<0.01%+487Timeline
IMOIMPERIAL OIL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 119 shares; 2025Q3: 211 shares; 2025Q4: 653 shares 653$56.3K<0.01%+442Timeline
TPHTRI POINTE HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,527 shares; 2024Q4: 1,827 shares; 2025Q1: 2,060 shares; 2025Q2: 1,959 shares; 2025Q3: 1,948 shares; 2025Q4: 1,788 shares 1,788$56.3K<0.01%-160Timeline
COCOVITA COCO CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,005 shares; 2024Q4: 1,073 shares; 2025Q1: 1,279 shares; 2025Q2: 1,285 shares; 2025Q3: 1,285 shares; 2025Q4: 1,061 shares 1,061$56.2K<0.01%-224Timeline
BENFRANKLIN TEMPLETON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,298 shares; 2024Q4: 1,711 shares; 2025Q1: 1,541 shares; 2025Q2: 2,777 shares; 2025Q3: 2,227 shares; 2025Q4: 2,347 shares 2,347$56.1K<0.01%+120Timeline
PINSPINTEREST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465 shares; 2024Q4: 397 shares; 2025Q1: 447 shares; 2025Q2: 2,379 shares; 2025Q3: 2,756 shares; 2025Q4: 2,157 shares 2,157$55.8K<0.01%-599Timeline
VIAVIA TRANSN INCQuarterly 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: 750 shares; 2025Q4: 1,922 shares 1,922$55.8K<0.01%+1,172Timeline
ATIATI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15 shares; 2025Q1: 360 shares; 2025Q2: 407 shares; 2025Q3: 416 shares; 2025Q4: 485 shares 485$55.7K<0.01%+69Timeline
XNTKSPDR SERIES TRUSTQuarterly 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: 200 shares; 2025Q4: 200 shares 200$55.6K<0.01%0Timeline
OGSONE GAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 730 shares; 2024Q4: 719 shares; 2025Q1: 809 shares; 2025Q2: 786 shares; 2025Q3: 752 shares; 2025Q4: 718 shares 718$55.5K<0.01%-34Timeline
CBOECBOE GLOBAL MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 60 shares; 2025Q1: 59 shares; 2025Q2: 65 shares; 2025Q3: 192 shares; 2025Q4: 221 shares 221$55.4K<0.01%+29Timeline
RDIVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,048 shares 1,048$54.5K<0.01%newTimeline
SWKSTANLEY BLACK & DECKER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,438 shares; 2024Q4: 157 shares; 2025Q1: 197 shares; 2025Q2: 902 shares; 2025Q3: 1,045 shares; 2025Q4: 734 shares 734$54.5K<0.01%-311Timeline
RWLINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168 shares; 2024Q4: 168 shares; 2025Q1: 427 shares; 2025Q2: 427 shares; 2025Q3: 427 shares; 2025Q4: 475 shares 475$54.4K<0.01%+48Timeline
PUKPRUDENTIAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,042 shares; 2024Q4: 47 shares; 2025Q1: not reported; 2025Q2: 298 shares; 2025Q3: 1,633 shares; 2025Q4: 1,747 shares 1,747$54.4K<0.01%+114Timeline
IMTMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,007 shares; 2024Q4: 987 shares; 2025Q1: 1,641 shares; 2025Q2: 967 shares; 2025Q3: 967 shares; 2025Q4: 1,131 shares 1,131$54.3K<0.01%+164Timeline
NBHCNATIONAL BK HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,682 shares; 2024Q4: 1,647 shares; 2025Q1: 1,458 shares; 2025Q2: 1,579 shares; 2025Q3: 1,480 shares; 2025Q4: 1,413 shares 1,413$53.7K<0.01%-67Timeline
GGNGAMCO GLOBAL GOLD NAT RES &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: 3,900 shares; 2025Q3: 10,400 shares; 2025Q4: 10,400 shares 10,400$53.7K<0.01%0Timeline
TYTRI CONTL CORPQuarterly 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: 1,639 shares 1,639$53.5K<0.01%newTimeline
SOFISOFI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 238 shares; 2025Q1: 196 shares; 2025Q2: 846 shares; 2025Q3: 1,273 shares; 2025Q4: 2,044 shares 2,044$53.5K<0.01%+771Timeline
FWRGFIRST WATCH RESTAURANT GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,455 shares; 2024Q4: 2,455 shares; 2025Q1: 2,455 shares; 2025Q2: 2,960 shares; 2025Q3: 2,960 shares; 2025Q4: 3,545 shares 3,545$53.5K<0.01%+585Timeline
RPMRPM INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 93 shares; 2025Q1: 161 shares; 2025Q2: 42,936 shares; 2025Q3: 46,043 shares; 2025Q4: 513 shares 513$53.4K<0.01%-45,530Timeline
LADRLADDER CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,257 shares; 2024Q4: 6,130 shares; 2025Q1: 5,130 shares; 2025Q2: 5,585 shares; 2025Q3: 5,917 shares; 2025Q4: 4,842 shares 4,842$53.2K<0.01%-1,075Timeline
TDSTELEPHONE & DATA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 844 shares; 2024Q4: 827 shares; 2025Q1: 847 shares; 2025Q2: 1,297 shares; 2025Q3: 1,281 shares; 2025Q4: 1,296 shares 1,296$53.1K<0.01%+15Timeline
AORTARTIVION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,385 shares; 2024Q4: 1,385 shares; 2025Q1: 1,385 shares; 2025Q2: 1,411 shares; 2025Q3: 1,411 shares; 2025Q4: 1,160 shares 1,160$52.9K<0.01%-251Timeline
EVREVERCORE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 179 shares; 2025Q1: 202 shares; 2025Q2: 166 shares; 2025Q3: 161 shares; 2025Q4: 155 shares 155$52.7K<0.01%-6Timeline
DTMDT MIDSTREAM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 111 shares; 2025Q1: 135 shares; 2025Q2: 200 shares; 2025Q3: 399 shares; 2025Q4: 436 shares 436$52.2K<0.01%+37Timeline
DHSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 512 shares; 2025Q4: 512 shares 512$52.1K<0.01%0Timeline
GTESGATES INDL CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 1,565 shares; 2025Q1: 1,565 shares; 2025Q2: 1,772 shares; 2025Q3: 2,448 shares; 2025Q4: 2,418 shares 2,418$51.9K<0.01%-30Timeline
CENTACENTRAL GARDEN & PET COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,767 shares; 2024Q4: 1,767 shares; 2025Q1: 1,767 shares; 2025Q2: 1,767 shares; 2025Q3: 1,767 shares; 2025Q4: 1,767 shares 1,767$51.6K<0.01%0Timeline
HELOJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 718 shares; 2025Q1: 718 shares; 2025Q2: 893 shares; 2025Q3: 632 shares; 2025Q4: 776 shares 776$51.5K<0.01%+144Timeline
JHMLJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 690 shares; 2024Q4: 690 shares; 2025Q1: not reported; 2025Q2: 644 shares; 2025Q3: 644 shares; 2025Q4: 644 shares 644$51.4K<0.01%0Timeline
FELVFIDELITY COVINGTON TRUSTQuarterly 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: 42 shares; 2025Q3: 532 shares; 2025Q4: 1,482 shares 1,482$51.4K<0.01%+950Timeline
SKTTANGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,757 shares; 2024Q4: not reported; 2025Q1: 22 shares; 2025Q2: 457 shares; 2025Q3: 457 shares; 2025Q4: 1,535 shares 1,535$51.2K<0.01%+1,078Timeline
GFLWVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,817 shares; 2025Q4: 1,817 shares 1,817$51.2K<0.01%0Timeline
XETYXEATON VANCE TAX-MANAGED DIVEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,591 shares; 2025Q1: 1,976 shares; 2025Q2: 3,325 shares; 2025Q3: 3,325 shares; 2025Q4: 3,325 shares 3,325$51K<0.01%0Timeline
MCHBMECHANICS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,460 shares; 2025Q1: 3,460 shares; 2025Q2: 3,460 shares; 2025Q3: 3,460 shares; 2025Q4: 3,460 shares 3,460$50.6K<0.01%0Timeline
ITGARTNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,144 shares; 2024Q4: 2,729 shares; 2025Q1: 2,726 shares; 2025Q2: 540 shares; 2025Q3: 221 shares; 2025Q4: 200 shares 200$50.4K<0.01%-21Timeline
MLPXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 772 shares; 2024Q4: 772 shares; 2025Q1: 878 shares; 2025Q2: 809 shares; 2025Q3: 828 shares; 2025Q4: 829 shares 829$50.2K<0.01%+1Timeline
JBHTHUNT J B TRANS SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 82 shares; 2025Q1: 43 shares; 2025Q2: 223 shares; 2025Q3: 274 shares; 2025Q4: 258 shares 258$50.2K<0.01%-16Timeline
BIBLNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 161 shares; 2025Q2: 26 shares; 2025Q3: 285 shares; 2025Q4: 1,107 shares 1,107$50K<0.01%+822Timeline
PAASPAN AMERN SILVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35 shares; 2025Q3: 1,124 shares; 2025Q4: 964 shares 964$49.9K<0.01%-160Timeline
HIMXHIMAX TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,258 shares; 2024Q4: 2,992 shares; 2025Q1: 4,060 shares; 2025Q2: 4,360 shares; 2025Q3: 5,084 shares; 2025Q4: 6,080 shares 6,080$49.8K<0.01%+996Timeline
DGRSWISDOMTREE TRQuarterly 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: 1,002 shares; 2025Q3: 1,002 shares; 2025Q4: 1,002 shares 1,002$49.7K<0.01%0Timeline
DGRWWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51 shares; 2025Q1: 628 shares; 2025Q2: 30 shares; 2025Q3: 403 shares; 2025Q4: 555 shares 555$49.6K<0.01%+152Timeline
ZTOZTO EXPRESS CAYMAN INCQuarterly 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: 32 shares; 2025Q3: 131 shares; 2025Q4: 2,375 shares 2,375$49.6K<0.01%+2,244Timeline
NRIMNORTHRIM BANCORP INCQuarterly 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: 457 shares; 2025Q3: 1,780 shares; 2025Q4: 1,860 shares 1,860$49.5K<0.01%+80Timeline
GBILGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 501 shares; 2025Q1: 340 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 494 shares 494$49.4K<0.01%+493Timeline
HUMHUMANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,723 shares; 2024Q4: 12,114 shares; 2025Q1: 4,998 shares; 2025Q2: 209 shares; 2025Q3: 195 shares; 2025Q4: 192 shares 192$49.3K<0.01%-3Timeline
ZIONZIONS BANCORPORATION NATL ASQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17 shares; 2025Q1: 384 shares; 2025Q2: 673 shares; 2025Q3: 741 shares; 2025Q4: 842 shares 842$49.3K<0.01%+101Timeline
AZZAZZ INCQuarterly 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: 417 shares; 2025Q4: 459 shares 459$49.2K<0.01%+42Timeline
TAXFAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 945 shares; 2024Q4: 934 shares; 2025Q1: 994 shares; 2025Q2: 981 shares; 2025Q3: 871 shares; 2025Q4: 975 shares 975$49.1K<0.01%+104Timeline
ADPTADAPTIVE BIOTECHNOLOGIES CORQuarterly 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: 201 shares; 2025Q3: 312 shares; 2025Q4: 3,020 shares 3,020$49K<0.01%+2,708Timeline
CPTCAMDEN PPTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41 shares; 2025Q1: 58 shares; 2025Q2: 162 shares; 2025Q3: 190 shares; 2025Q4: 445 shares 445$49K<0.01%+255Timeline
NTSTNETSTREIT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 481 shares; 2024Q4: 950 shares; 2025Q1: 2,150 shares; 2025Q2: 2,219 shares; 2025Q3: 2,526 shares; 2025Q4: 2,772 shares 2,772$48.9K<0.01%+246Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 21 shares; 2025Q1: 6 shares; 2025Q2: 97 shares; 2025Q3: 402 shares; 2025Q4: 431 shares 431$48.9K<0.01%+29Timeline
ULSUL SOLUTIONS INCQuarterly 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: 570 shares; 2025Q4: 614 shares 614$48.4K<0.01%+44Timeline
HMNHORACE MANN EDUCATORS CORP NQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,047 shares 1,047$48.4K<0.01%-303Timeline
ISCGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314 shares; 2024Q4: 433 shares; 2025Q1: 406 shares; 2025Q2: 899 shares; 2025Q3: 871 shares; 2025Q4: 871 shares 871$48.3K<0.01%0Timeline
JHMDJOHN HANCOCK EXCHANGE TRADEDQuarterly 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: 120 shares; 2025Q3: 120 shares; 2025Q4: 1,160 shares 1,160$48.2K<0.01%+1,040Timeline
SKWDSKYWARD SPECIALTY INS GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 747 shares; 2025Q4: 942 shares 942$48.1K<0.01%+195Timeline
HEGDLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,951 shares; 2025Q2: 1,901 shares; 2025Q3: 1,901 shares; 2025Q4: 1,901 shares 1,901$47.9K<0.01%0Timeline
MTDRMATADOR RES COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,255 shares; 2024Q4: 1,086 shares; 2025Q1: 1,086 shares; 2025Q2: 1,099 shares; 2025Q3: 1,139 shares; 2025Q4: 1,126 shares 1,126$47.8K<0.01%-13Timeline
PGHYINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 872 shares; 2024Q4: 3,676 shares; 2025Q1: 6,972 shares; 2025Q2: 2,675 shares; 2025Q3: 2,472 shares; 2025Q4: 2,395 shares 2,395$47.6K<0.01%-77Timeline
DCODUCOMMUN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500$47.6K<0.01%0Timeline
CNCCENTENE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,640 shares; 2024Q4: 239 shares; 2025Q1: 332 shares; 2025Q2: 1,156 shares; 2025Q3: 761 shares; 2025Q4: 1,152 shares 1,152$47.4K<0.01%+391Timeline
JVALJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 961 shares 961$47.2K<0.01%+927Timeline
ABGASBURY AUTOMOTIVE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256 shares; 2024Q4: 271 shares; 2025Q1: 271 shares; 2025Q2: 271 shares; 2025Q3: 272 shares; 2025Q4: 200 shares 200$46.5K<0.01%-72Timeline
FEBMFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,529 shares; 2025Q4: 1,529 shares 1,529$46.4K<0.01%0Timeline
GPIGROUP 1 AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 90 shares; 2025Q1: 97 shares; 2025Q2: 122 shares; 2025Q3: 84 shares; 2025Q4: 118 shares 118$46.4K<0.01%+34Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299 shares; 2024Q4: 1,945 shares; 2025Q1: 383 shares; 2025Q2: 962 shares; 2025Q3: 1,012 shares; 2025Q4: 1,422 shares 1,422$46.3K<0.01%+410Timeline
IYHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 370 shares; 2025Q2: 734 shares; 2025Q3: 734 shares; 2025Q4: 709 shares 709$46.2K<0.01%-25Timeline
MGYMAGNOLIA OIL & GAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,461 shares; 2024Q4: 2,527 shares; 2025Q1: 2,506 shares; 2025Q2: 2,008 shares; 2025Q3: 2,065 shares; 2025Q4: 2,107 shares 2,107$46.1K<0.01%+42Timeline
CBZCBIZ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 755 shares; 2024Q4: 755 shares; 2025Q1: 905 shares; 2025Q2: 938 shares; 2025Q3: 931 shares; 2025Q4: 909 shares 909$45.9K<0.01%-22Timeline
SGISOMNIGROUP INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 105 shares; 2025Q3: 327 shares; 2025Q4: 512 shares 512$45.7K<0.01%+185Timeline
EXEEXPAND ENERGY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34 shares; 2025Q1: 72 shares; 2025Q2: 256 shares; 2025Q3: 268 shares; 2025Q4: 414 shares 414$45.7K<0.01%+146Timeline
PREFPRINCIPAL EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,390 shares; 2025Q3: 2,390 shares; 2025Q4: 2,390 shares 2,390$45.6K<0.01%0Timeline
MAINMAIN STR CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 351 shares; 2024Q4: 357 shares; 2025Q1: 357 shares; 2025Q2: 167 shares; 2025Q3: 506 shares; 2025Q4: 754 shares 754$45.5K<0.01%+248Timeline
BKLCBNY MELLON ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 150 shares; 2025Q2: not reported; 2025Q3: 127 shares; 2025Q4: 348 shares 348$45.5K<0.01%+221Timeline
JCAPJEFFERSON CAPITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,324 shares; 2025Q3: 2,501 shares; 2025Q4: 2,028 shares 2,028$45.3K<0.01%-473Timeline
AHCOADAPTHEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,901 shares; 2025Q1: 2,948 shares; 2025Q2: 5,529 shares; 2025Q3: 5,434 shares; 2025Q4: 4,492 shares 4,492$44.7K<0.01%-942Timeline
EPACENERPAC TOOL GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 695 shares; 2025Q1: 980 shares; 2025Q2: 949 shares; 2025Q3: 949 shares; 2025Q4: 1,164 shares 1,164$44.5K<0.01%+215Timeline
USPHU S PHYSICAL THERAPYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365 shares; 2024Q4: 365 shares; 2025Q1: 420 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: 570 shares 570$44.5K<0.01%0Timeline
LINDLINDBLAD EXPEDITIONS HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,191 shares; 2024Q4: 4,392 shares; 2025Q1: 4,275 shares; 2025Q2: 4,135 shares; 2025Q3: 4,441 shares; 2025Q4: 3,082 shares 3,082$44.4K<0.01%-1,359Timeline
ARQTARCUTIS BIOTHERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,860 shares; 2024Q4: 1,860 shares; 2025Q1: 1,860 shares; 2025Q2: 1,860 shares; 2025Q3: 1,860 shares; 2025Q4: 1,517 shares 1,517$44.1K<0.01%-343Timeline
FLRNSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 619,579 shares; 2024Q4: 397,231 shares; 2025Q1: 376,720 shares; 2025Q2: 240,924 shares; 2025Q3: 56,468 shares; 2025Q4: 1,429 shares 1,429$43.9K<0.01%-55,039Timeline
BIPBROOKFIELD INFRASTRUCTURE PAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195 shares; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 195 shares; 2025Q3: 195 shares; 2025Q4: 1,256 shares 1,256$43.6K<0.01%+1,061Timeline
TXTTEXTRON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 195 shares; 2025Q1: 111 shares; 2025Q2: 324 shares; 2025Q3: 493 shares; 2025Q4: 498 shares 498$43.4K<0.01%+5Timeline
RGLDROYAL GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 2 shares; 2025Q2: 29 shares; 2025Q3: 51 shares; 2025Q4: 195 shares 195$43.3K<0.01%+144Timeline
APUETRUST FOR PROFESSIONAL MANAGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,038 shares; 2025Q1: 1,038 shares; 2025Q2: 1,498 shares; 2025Q3: 1,038 shares; 2025Q4: 1,038 shares 1,038$43.3K<0.01%0Timeline
GLGLOBE LIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 64 shares; 2025Q1: 27 shares; 2025Q2: 237 shares; 2025Q3: 280 shares; 2025Q4: 309 shares 309$43.2K<0.01%+29Timeline
RPVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 269 shares; 2025Q1: 4,444 shares; 2025Q2: 269 shares; 2025Q3: 293 shares; 2025Q4: 418 shares 418$43.2K<0.01%+125Timeline
JGROJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 606 shares; 2025Q1: 400 shares; 2025Q2: 398 shares; 2025Q3: 398 shares; 2025Q4: 463 shares 463$43K<0.01%+65Timeline
PHOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 384 shares; 2025Q2: 405 shares; 2025Q3: 589 shares; 2025Q4: 608 shares 608$42.8K<0.01%+19Timeline
EESWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179 shares; 2024Q4: 179 shares; 2025Q1: 146 shares; 2025Q2: 777 shares; 2025Q3: 751 shares; 2025Q4: 751 shares 751$42.8K<0.01%0Timeline
ALKTALKAMI TECHNOLOGY INCQuarterly 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: 1,444 shares; 2025Q3: 1,440 shares; 2025Q4: 1,850 shares 1,850$42.7K<0.01%+410Timeline
CNSCOHEN & STEERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 477 shares; 2024Q4: 531 shares; 2025Q1: 477 shares; 2025Q2: 514 shares; 2025Q3: 558 shares; 2025Q4: 676 shares 676$42.4K<0.01%+118Timeline
IDUISHARES TRQuarterly 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: 390 shares; 2025Q3: 490 shares; 2025Q4: 390 shares 390$42.3K<0.01%-100Timeline
GARPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,771 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 618 shares 618$42.1K<0.01%newTimeline
SEIVSEI EXCHANGE TRADED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391 shares; 2024Q4: 391 shares; 2025Q1: 560 shares; 2025Q2: 687 shares; 2025Q3: 1,009 shares; 2025Q4: 1,009 shares 1,009$41.9K<0.01%0Timeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,945 shares; 2025Q2: 96 shares; 2025Q3: 102 shares; 2025Q4: 175 shares 175$41.5K<0.01%+73Timeline
VNOMVIPER ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,086 shares; 2025Q4: 1,074 shares 1,074$41.5K<0.01%-12Timeline
FWONALIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 102 shares; 2025Q1: 132 shares; 2025Q2: 391 shares; 2025Q3: 447 shares; 2025Q4: 462 shares 462$41.3K<0.01%+15Timeline
BWABORGWARNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 468 shares; 2024Q4: 540 shares; 2025Q1: 445 shares; 2025Q2: 809 shares; 2025Q3: 874 shares; 2025Q4: 916 shares 916$41.3K<0.01%+42Timeline
ASRGRUPO AEROPORTUARIO DEL SUREQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 20 shares; 2025Q1: 19 shares; 2025Q2: 113 shares; 2025Q3: 116 shares; 2025Q4: 127 shares 127$41.1K<0.01%+11Timeline
CVLTCOMMVAULT SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41 shares; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: 244 shares; 2025Q4: 326 shares 326$40.9K<0.01%+82Timeline
QQNITY ELECTRONICS INCQuarterly 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: 500 shares 500$40.8K<0.01%newTimeline
ICUIICU MED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 457 shares; 2024Q4: 402 shares; 2025Q1: 402 shares; 2025Q2: 286 shares; 2025Q3: 286 shares; 2025Q4: 286 shares 286$40.8K<0.01%0Timeline
APGAPI GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 219 shares; 2025Q3: 611 shares; 2025Q4: 1,061 shares 1,061$40.6K<0.01%+450Timeline
PJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65 shares; 2025Q1: 64 shares; 2025Q2: 445 shares; 2025Q3: 445 shares; 2025Q4: 860 shares 860$40.4K<0.01%+415Timeline
TDVPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357 shares; 2024Q4: 357 shares; 2025Q1: 357 shares; 2025Q2: 365 shares; 2025Q3: 400 shares; 2025Q4: 467 shares 467$40.4K<0.01%+67Timeline
CPKCHESAPEAKE UTILS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 634 shares; 2024Q4: 675 shares; 2025Q1: 747 shares; 2025Q2: 804 shares; 2025Q3: 319 shares; 2025Q4: 324 shares 324$40.4K<0.01%+5Timeline
FBRTFRANKLIN BSP RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 16 shares; 2025Q1: 12 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,028 shares 4,028$40.4K<0.01%newTimeline
RRYDER SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 8 shares; 2025Q1: 7 shares; 2025Q2: 32 shares; 2025Q3: 167 shares; 2025Q4: 210 shares 210$40.2K<0.01%+43Timeline
RIVNRIVIAN AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 497 shares; 2025Q1: 430 shares; 2025Q2: 1,787 shares; 2025Q3: 1,893 shares; 2025Q4: 2,022 shares 2,022$39.9K<0.01%+129Timeline
PXHINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 203 shares; 2025Q1: 203 shares; 2025Q2: 203 shares; 2025Q3: 1,551 shares; 2025Q4: 1,538 shares 1,538$39.7K<0.01%-13Timeline
INDBINDEPENDENT BK CORP MASSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 538 shares; 2024Q4: 538 shares; 2025Q1: 538 shares; 2025Q2: 538 shares; 2025Q3: 540 shares; 2025Q4: 540 shares 540$39.5K<0.01%0Timeline
IHEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 432 shares; 2024Q4: 432 shares; 2025Q1: 432 shares; 2025Q2: 306 shares; 2025Q3: 153 shares; 2025Q4: 465 shares 465$39.4K<0.01%+312Timeline
TCBITEXAS CAP BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 409 shares; 2025Q1: 409 shares; 2025Q2: 444 shares; 2025Q3: 433 shares; 2025Q4: 433 shares 433$39.2K<0.01%0Timeline
AKAMAKAMAI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146 shares; 2024Q4: 184 shares; 2025Q1: 159 shares; 2025Q2: 474 shares; 2025Q3: 337 shares; 2025Q4: 444 shares 444$38.7K<0.01%+107Timeline
MMINNYLIM ACTIVE ETF TRQuarterly 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: 1,608 shares; 2025Q3: 1,608 shares; 2025Q4: 1,608 shares 1,608$38.5K<0.01%0Timeline
TNDMTANDEM DIABETES CARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 690 shares; 2024Q4: 1,225 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares 1,750$38.5K<0.01%0Timeline
FLSPFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 1,426 shares 1,426$38.4K<0.01%+1,340Timeline
ALABASTERA LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 9 shares; 2025Q2: 27 shares; 2025Q3: 128 shares; 2025Q4: 229 shares 229$38.1K<0.01%+101Timeline
CRBNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: not reported; 2025Q4: 165 shares 165$38K<0.01%newTimeline
AVAVAEROVIRONMENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30 shares; 2025Q1: 86 shares; 2025Q2: 64 shares; 2025Q3: 124 shares; 2025Q4: 156 shares 156$37.7K<0.01%+32Timeline
QCRHQCR HLDGS INCQuarterly 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: 450 shares 450$37.5K<0.01%newTimeline
IMCBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 620 shares; 2024Q4: 2,832 shares; 2025Q1: 10,149 shares; 2025Q2: 2,383 shares; 2025Q3: 566 shares; 2025Q4: 452 shares 452$37.4K<0.01%-114Timeline
BCRXBIOCRYST PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,445 shares; 2024Q4: 3,445 shares; 2025Q1: 3,445 shares; 2025Q2: 3,445 shares; 2025Q3: 3,623 shares; 2025Q4: 4,768 shares 4,768$37.2K<0.01%+1,145Timeline
CRCRANE COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 22 shares; 2025Q1: 20 shares; 2025Q2: 114 shares; 2025Q3: 180 shares; 2025Q4: 201 shares 201$37.1K<0.01%+21Timeline
SSUSSTRATEGY SHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 372 shares; 2025Q1: 377 shares; 2025Q2: 823 shares; 2025Q3: 759 shares; 2025Q4: 759 shares 759$37K<0.01%0Timeline
LEN-BLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 340 shares; 2025Q1: 376 shares; 2025Q2: 580 shares; 2025Q3: 546 shares; 2025Q4: 388 shares 388$36.9K<0.01%-158Timeline
EMLPFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 566 shares; 2025Q1: 2,241 shares; 2025Q2: 566 shares; 2025Q3: 566 shares; 2025Q4: 972 shares 972$36.8K<0.01%+406Timeline
DIVIFRANKLIN TEMPLETON ETF TRQuarterly 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: 90 shares; 2025Q4: 945 shares 945$36.8K<0.01%+855Timeline
UFPIUFP INDUSTRIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 559 shares; 2024Q4: 565 shares; 2025Q1: 561 shares; 2025Q2: 562 shares; 2025Q3: 584 shares; 2025Q4: 403 shares 403$36.7K<0.01%-181Timeline
IRTINDEPENDENCE RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,999 shares; 2024Q4: 2,017 shares; 2025Q1: 2,012 shares; 2025Q2: 2,203 shares; 2025Q3: 2,225 shares; 2025Q4: 2,096 shares 2,096$36.6K<0.01%-129Timeline
FFINFIRST FINL BANKSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 923 shares; 2025Q1: 1,629 shares; 2025Q2: 970 shares; 2025Q3: 1,044 shares; 2025Q4: 1,225 shares 1,225$36.6K<0.01%+181Timeline
HLMNHILLMAN SOLUTIONS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,640 shares; 2024Q4: 3,640 shares; 2025Q1: 4,205 shares; 2025Q2: 4,205 shares; 2025Q3: 4,236 shares; 2025Q4: 4,225 shares 4,225$36.6K<0.01%-11Timeline
NWSNEWS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 213 shares; 2025Q1: 268 shares; 2025Q2: 1,803 shares; 2025Q3: 1,912 shares; 2025Q4: 1,231 shares 1,231$36.5K<0.01%-681Timeline
FHIFEDERATED HERMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,970 shares; 2025Q3: 797 shares; 2025Q4: 699 shares 699$36.4K<0.01%-98Timeline
OCFCOCEANFIRST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,024 shares; 2024Q4: 2,024 shares; 2025Q1: 2,024 shares; 2025Q2: 2,024 shares; 2025Q3: 2,024 shares; 2025Q4: 2,024 shares 2,024$36.3K<0.01%0Timeline
DWASINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: not reported; 2025Q1: 204 shares; 2025Q2: 221 shares; 2025Q3: 352 shares; 2025Q4: 375 shares 375$36.3K<0.01%+23Timeline
CEMBISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,113 shares; 2025Q2: 33,253 shares; 2025Q3: 31,566 shares; 2025Q4: 791 shares 791$36.3K<0.01%-30,775Timeline
LMRILUMEXA IMAGING HOLDINGS INCQuarterly 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: 1,957 shares 1,957$36.2K<0.01%newTimeline
OROR ROYALTIES INC.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: 1,022 shares 1,022$36.2K<0.01%newTimeline
HTDHANCOCK JOHN TAX-ADVANTAGEDQuarterly 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: 280 shares; 2025Q4: 1,526 shares 1,526$36.1K<0.01%+1,246Timeline
EBCEASTERN BANKSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 1,971 shares; 2025Q3: 1,971 shares; 2025Q4: 1,959 shares 1,959$36.1K<0.01%-12Timeline
RXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 97 shares; 2025Q1: 221 shares; 2025Q2: 218 shares; 2025Q3: 218 shares; 2025Q4: 175 shares 175$35.9K<0.01%-43Timeline
AGIOAGIOS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 555 shares; 2024Q4: 555 shares; 2025Q1: 805 shares; 2025Q2: 955 shares; 2025Q3: 955 shares; 2025Q4: 1,317 shares 1,317$35.8K<0.01%+362Timeline
BAMBROOKFIELD ASSET MANAGMT LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 412 shares; 2025Q3: 807 shares; 2025Q4: 683 shares 683$35.8K<0.01%-124Timeline
CUBICUSTOMERS BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359 shares; 2024Q4: 404 shares; 2025Q1: 449 shares; 2025Q2: 537 shares; 2025Q3: 537 shares; 2025Q4: 489 shares 489$35.8K<0.01%-48Timeline
BUFQFIRST TR EXCHNG TRADED FD VIQuarterly 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: 793 shares; 2025Q3: 992 shares; 2025Q4: 992 shares 992$35.6K<0.01%0Timeline
SLGNSILGAN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,219 shares; 2024Q4: 1,219 shares; 2025Q1: 1,219 shares; 2025Q2: 1,237 shares; 2025Q3: 1,245 shares; 2025Q4: 880 shares 880$35.5K<0.01%-365Timeline
CETCENTRAL SECS CORPQuarterly 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: 699 shares 699$35.4K<0.01%newTimeline
MTHMERITAGE HOMES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 218 shares; 2025Q1: 581 shares; 2025Q2: 526 shares; 2025Q3: 545 shares; 2025Q4: 538 shares 538$35.4K<0.01%-7Timeline
LGHNORTHERN LTS FD TR IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47 shares; 2025Q1: 804 shares; 2025Q2: 571 shares; 2025Q3: 571 shares; 2025Q4: 571 shares 571$35.4K<0.01%0Timeline
BWZSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 3,007,707 shares; 2025Q3: 2,189 shares; 2025Q4: 1,287 shares 1,287$35.3K<0.01%-902Timeline
INCMFRANKLIN TEMPLETON ETF TRQuarterly 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: 1,257 shares 1,257$35.2K<0.01%newTimeline
MTXMINERALS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 569 shares; 2024Q4: 569 shares; 2025Q1: 569 shares; 2025Q2: 729 shares; 2025Q3: 729 shares; 2025Q4: 577 shares 577$35.2K<0.01%-152Timeline
AMZAETFIS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 889 shares; 2025Q3: 889 shares; 2025Q4: 890 shares 890$35.2K<0.01%+1Timeline
IVOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244 shares; 2024Q4: 274 shares; 2025Q1: 296 shares; 2025Q2: 10 shares; 2025Q3: 209 shares; 2025Q4: 346 shares 346$34.9K<0.01%+137Timeline
FLQLFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,010 shares; 2024Q4: 1,010 shares; 2025Q1: 1,010 shares; 2025Q2: 1,010 shares; 2025Q3: 1,010 shares; 2025Q4: 500 shares 500$34.7K<0.01%-510Timeline
SOBOSOUTH BOW CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,383 shares; 2025Q1: 1,353 shares; 2025Q2: 1,288 shares; 2025Q3: 1,237 shares; 2025Q4: 1,259 shares 1,259$34.6K<0.01%+22Timeline
AOMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 765 shares; 2025Q1: 298 shares; 2025Q2: 868 shares; 2025Q3: 724 shares; 2025Q4: 724 shares 724$34.6K<0.01%0Timeline
RSPHINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,080 shares; 2024Q4: 1,080 shares; 2025Q1: 1,080 shares; 2025Q2: 1,080 shares; 2025Q3: 1,080 shares; 2025Q4: 1,080 shares 1,080$34.4K<0.01%0Timeline
OKTAOKTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 14 shares; 2025Q1: 10 shares; 2025Q2: 587 shares; 2025Q3: 527 shares; 2025Q4: 397 shares 397$34.3K<0.01%-130Timeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 48 shares; 2025Q1: 47 shares; 2025Q2: 99 shares; 2025Q3: 173 shares; 2025Q4: 185 shares 185$34.1K<0.01%+12Timeline
URAGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: 731 shares; 2025Q1: 371 shares; 2025Q2: 226 shares; 2025Q3: 1,264 shares; 2025Q4: 794 shares 794$33.9K<0.01%-470Timeline
SKMSK TELECOM CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,949 shares; 2024Q4: 8,260 shares; 2025Q1: 19,198 shares; 2025Q2: 17,189 shares; 2025Q3: 2,474 shares; 2025Q4: 1,647 shares 1,647$33.8K<0.01%-827Timeline
HTGCHERCULES CAPITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 127 shares; 2025Q1: 507 shares; 2025Q2: 1,386 shares; 2025Q3: 1,786 shares; 2025Q4: 1,786 shares 1,786$33.6K<0.01%0Timeline
CENXCENTURY ALUM COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 611 shares; 2024Q4: 574 shares; 2025Q1: 632 shares; 2025Q2: 1,014 shares; 2025Q3: 998 shares; 2025Q4: 855 shares 855$33.5K<0.01%-143Timeline
FXOFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474 shares; 2024Q4: 474 shares; 2025Q1: 474 shares; 2025Q2: 474 shares; 2025Q3: 474 shares; 2025Q4: 552 shares 552$33.3K<0.01%+78Timeline
JDJD.COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,992 shares; 2024Q4: 1,893 shares; 2025Q1: 836 shares; 2025Q2: 644 shares; 2025Q3: 1,043 shares; 2025Q4: 1,158 shares 1,158$33.2K<0.01%+115Timeline
ASHASHLAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 540 shares; 2024Q4: 994 shares; 2025Q1: 540 shares; 2025Q2: 598 shares; 2025Q3: 548 shares; 2025Q4: 564 shares 564$33.1K<0.01%+16Timeline
PHRPHREESIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,685 shares; 2024Q4: 1,685 shares; 2025Q1: 1,685 shares; 2025Q2: 1,698 shares; 2025Q3: 1,698 shares; 2025Q4: 1,935 shares 1,935$32.7K<0.01%+237Timeline
VRRMVERRA MOBILITY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,841 shares; 2024Q4: 46,830 shares; 2025Q1: 46,651 shares; 2025Q2: 2,732 shares; 2025Q3: 2,630 shares; 2025Q4: 1,455 shares 1,455$32.6K<0.01%-1,175Timeline
AMANTERO MIDSTREAM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 1,286 shares; 2025Q1: 1,286 shares; 2025Q2: 1,526 shares; 2025Q3: 1,537 shares; 2025Q4: 1,830 shares 1,830$32.6K<0.01%+293Timeline
LRGELEGG MASON ETF INVTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 790 shares; 2025Q1: 395 shares; 2025Q2: 395 shares; 2025Q3: 395 shares; 2025Q4: 395 shares 395$32.5K<0.01%0Timeline
IBDSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 874 shares; 2025Q1: 874 shares; 2025Q2: 1,070 shares; 2025Q3: 1,010 shares; 2025Q4: 1,314 shares 1,314$31.9K<0.01%+304Timeline
DAYDAYFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 75 shares; 2025Q1: 70 shares; 2025Q2: 561 shares; 2025Q3: 410 shares; 2025Q4: 461 shares 461$31.9K<0.01%+51Timeline
MMACYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,247 shares; 2024Q4: 1,327 shares; 2025Q1: 1,375 shares; 2025Q2: 1,446 shares; 2025Q3: 1,432 shares; 2025Q4: 1,436 shares 1,436$31.7K<0.01%+4Timeline
SMASMARTSTOP SELF STORAG REIT IQuarterly 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: 1,014 shares 1,014$31.4K<0.01%newTimeline
JEMAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 232 shares; 2025Q1: not reported; 2025Q2: 612 shares; 2025Q3: 654 shares; 2025Q4: 640 shares 640$31.4K<0.01%-14Timeline
SMLVSPDR SERIES TRUSTQuarterly 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: 165 shares; 2025Q3: 165 shares; 2025Q4: 239 shares 239$31.3K<0.01%+74Timeline
BSYBENTLEY SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,019 shares; 2024Q4: 2,002 shares; 2025Q1: 93 shares; 2025Q2: 728 shares; 2025Q3: 705 shares; 2025Q4: 820 shares 820$31.3K<0.01%+115Timeline
NEONEOGENOMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,630 shares; 2025Q3: 2,630 shares; 2025Q4: 2,650 shares 2,650$31.2K<0.01%+20Timeline
PNOVINNOVATOR ETFS TRUSTQuarterly 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: 1,152 shares; 2025Q3: 900 shares; 2025Q4: 744 shares 744$31.1K<0.01%-156Timeline
IBCPINDEPENDENT BK CORP MICHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,161 shares; 2025Q4: 955 shares 955$31.1K<0.01%-206Timeline
LGNLEGENCE CORPQuarterly 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: 720 shares 720$31K<0.01%newTimeline
RVLVREVOLVE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,247 shares; 2024Q4: 11,543 shares; 2025Q1: 1,636 shares; 2025Q2: 1,026 shares; 2025Q3: 1,026 shares; 2025Q4: 1,026 shares 1,026$31K<0.01%0Timeline
PEVERPURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 38 shares; 2025Q1: 28 shares; 2025Q2: 119 shares; 2025Q3: 341 shares; 2025Q4: 461 shares 461$30.9K<0.01%+120Timeline
TNLTRAVEL PLUS LEISURE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 197 shares; 2025Q1: 132 shares; 2025Q2: 258 shares; 2025Q3: 307 shares; 2025Q4: 436 shares 436$30.8K<0.01%+129Timeline
ULSTSSGA ACTIVE ETF TRQuarterly 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: 758 shares; 2025Q4: 758 shares 758$30.7K<0.01%0Timeline
DMAYFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 678 shares; 2024Q4: 678 shares; 2025Q1: 678 shares; 2025Q2: 678 shares; 2025Q3: 678 shares; 2025Q4: 678 shares 678$30.7K<0.01%0Timeline
RYANRYAN SPECIALTY HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 506 shares; 2024Q4: 428 shares; 2025Q1: 428 shares; 2025Q2: 446 shares; 2025Q3: 1,056 shares; 2025Q4: 593 shares 593$30.6K<0.01%-463Timeline
IXGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: 184 shares; 2025Q1: 184 shares; 2025Q2: 210 shares; 2025Q3: 186 shares; 2025Q4: 252 shares 252$30.4K<0.01%+66Timeline
JHEMJOHN HANCOCK EXCHANGE TRADEDQuarterly 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: 874 shares; 2025Q3: 923 shares; 2025Q4: 923 shares 923$30.4K<0.01%0Timeline
RZGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,096 shares; 2024Q4: 1,096 shares; 2025Q1: 555 shares; 2025Q2: 555 shares; 2025Q3: 555 shares; 2025Q4: 555 shares 555$30.2K<0.01%0Timeline
JSMDJANUS DETROIT STR TRQuarterly 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: 66 shares; 2025Q3: 343 shares; 2025Q4: 370 shares 370$30.2K<0.01%+27Timeline
VODVODAFONE GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,910 shares; 2024Q4: 24 shares; 2025Q1: 605 shares; 2025Q2: 213 shares; 2025Q3: 886 shares; 2025Q4: 2,275 shares 2,275$30.1K<0.01%+1,389Timeline
APRTAIM ETF PRODUCTS TRUSTQuarterly 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: 720 shares 720$30K<0.01%newTimeline
SHAKSHAKE SHACK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 1 shares; 2025Q2: 113 shares; 2025Q3: 66 shares; 2025Q4: 368 shares 368$29.9K<0.01%+302Timeline
OLLIOLLIES BARGAIN OUTLET HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 92 shares; 2025Q1: 183 shares; 2025Q2: 265 shares; 2025Q3: 262 shares; 2025Q4: 272 shares 272$29.8K<0.01%+10Timeline
NBTBNBT BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 531 shares; 2024Q4: 627 shares; 2025Q1: 775 shares; 2025Q2: 786 shares; 2025Q3: 775 shares; 2025Q4: 717 shares 717$29.8K<0.01%-58Timeline
FBKFB FINL CORPQuarterly 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: 532 shares 532$29.7K<0.01%newTimeline
FIGSFIGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,208 shares; 2025Q4: 2,604 shares 2,604$29.6K<0.01%-2,604Timeline
SHYDVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,032 shares; 2024Q4: 1,047 shares; 2025Q1: 1,109 shares; 2025Q2: 1,094 shares; 2025Q3: 2,822 shares; 2025Q4: 1,290 shares 1,290$29.6K<0.01%-1,532Timeline
VFLOVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 453 shares; 2024Q4: 453 shares; 2025Q1: 453 shares; 2025Q2: 312 shares; 2025Q3: 1,202 shares; 2025Q4: 749 shares 749$29.5K<0.01%-453Timeline
TANINVESCO EXCH TRADED FD TR IIQuarterly 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: 600 shares 600$29.5K<0.01%newTimeline
PSOPEARSON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,886 shares; 2024Q4: 1,784 shares; 2025Q1: 6,202 shares; 2025Q2: 10,432 shares; 2025Q3: 2,053 shares; 2025Q4: 2,096 shares 2,096$29.4K<0.01%+43Timeline
INDAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,226 shares; 2024Q4: 1,332 shares; 2025Q1: 1,478 shares; 2025Q2: 1,471 shares; 2025Q3: 245 shares; 2025Q4: 543 shares 543$29.3K<0.01%+298Timeline
DNOVFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 604 shares; 2025Q1: 604 shares; 2025Q2: 598 shares; 2025Q3: 598 shares; 2025Q4: 598 shares 598$29.2K<0.01%0Timeline
KNCTINVESCO EXCHANGE TRADED FD TQuarterly 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: 217 shares 217$29.1K<0.01%newTimeline
MRPMILLROSE PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,265 shares; 2025Q2: 1,028 shares; 2025Q3: 963 shares; 2025Q4: 958 shares 958$28.6K<0.01%-5Timeline
JSTCTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,410 shares; 2025Q4: 1,410 shares 1,410$28.6K<0.01%0Timeline
SSENTINELONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 57 shares; 2025Q3: 238 shares; 2025Q4: 1,906 shares 1,906$28.6K<0.01%+1,668Timeline
PARPAR TECHNOLOGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 785 shares; 2025Q2: 785 shares; 2025Q3: 785 shares; 2025Q4: 785 shares 785$28.5K<0.01%0Timeline
UTZUTZ BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,967 shares; 2024Q4: 1,967 shares; 2025Q1: 2,355 shares; 2025Q2: 2,720 shares; 2025Q3: 2,720 shares; 2025Q4: 2,720 shares 2,720$28.2K<0.01%0Timeline
KDKYNDRYL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 143 shares; 2025Q1: 442 shares; 2025Q2: 775 shares; 2025Q3: 935 shares; 2025Q4: 1,053 shares 1,053$28K<0.01%+118Timeline
AAALCOA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 29 shares; 2025Q1: 80 shares; 2025Q2: 70 shares; 2025Q3: 466 shares; 2025Q4: 526 shares 526$28K<0.01%+60Timeline
MFEMPIMCO EQUITY SERQuarterly 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: 1,206 shares 1,206$27.9K<0.01%newTimeline
AZTAAZENTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 540 shares; 2024Q4: 545 shares; 2025Q1: 540 shares; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 832 shares 832$27.7K<0.01%+292Timeline
ICOWPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 514 shares; 2025Q4: 714 shares 714$27.6K<0.01%+200Timeline
KBWBINVESCO EXCH TRADED FD TR IIQuarterly 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: 326 shares; 2025Q3: 326 shares; 2025Q4: 326 shares 326$27.5K<0.01%0Timeline
FIVEFIVE BELOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 484 shares; 2024Q4: 450 shares; 2025Q1: 186 shares; 2025Q2: 131 shares; 2025Q3: 143 shares; 2025Q4: 146 shares 146$27.5K<0.01%+3Timeline
FLGVFRANKLIN TEMPLETON ETF TRQuarterly 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: 1,329 shares 1,329$27.3K<0.01%newTimeline
BGRBLACKROCK ENERGY & RES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 344 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,999 shares 1,999$27.1K<0.01%newTimeline
LZBLA Z BOY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 699 shares; 2024Q4: 743 shares; 2025Q1: 743 shares; 2025Q2: 721 shares; 2025Q3: 721 shares; 2025Q4: 725 shares 725$27K<0.01%+4Timeline
XHBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 262 shares; 2025Q3: 262 shares; 2025Q4: 262 shares 262$27K<0.01%0Timeline
OZKBANK OZK LITTLE ROCK ARKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 968 shares; 2024Q4: 1,148 shares; 2025Q1: 1,248 shares; 2025Q2: 1,507 shares; 2025Q3: 2,832 shares; 2025Q4: 586 shares 586$27K<0.01%-2,246Timeline
EPRTESSENTIAL PPTYS RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 58 shares; 2025Q3: 814 shares; 2025Q4: 906 shares 906$26.9K<0.01%+92Timeline
FLRFLUOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19 shares; 2025Q1: 65 shares; 2025Q2: 194 shares; 2025Q3: 194 shares; 2025Q4: 677 shares 677$26.8K<0.01%+483Timeline
CTBICOMMUNITY TR BANCORP INCQuarterly 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: 474 shares 474$26.8K<0.01%newTimeline
PFFAETFIS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 419 shares; 2025Q2: 524 shares; 2025Q3: 1,286 shares; 2025Q4: 1,242 shares 1,242$26.8K<0.01%-44Timeline
GBCIGLACIER BANCORP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 785 shares; 2024Q4: 577 shares; 2025Q1: 577 shares; 2025Q2: 607 shares; 2025Q3: 757 shares; 2025Q4: 607 shares 607$26.7K<0.01%-150Timeline
PBEINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares 325$26.7K<0.01%0Timeline
INCEFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 435 shares; 2024Q4: 435 shares; 2025Q1: 435 shares; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 435 shares 435$26.6K<0.01%0Timeline
FESMFIDELITY COVINGTON TRUSTQuarterly 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: 702 shares; 2025Q3: 702 shares; 2025Q4: 702 shares 702$26.5K<0.01%0Timeline
COLMCOLUMBIA SPORTSWEAR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 399 shares; 2025Q3: 463 shares; 2025Q4: 477 shares 477$26.3K<0.01%+14Timeline
PDOPIMCO DYNAMIC INCOME OPRNTSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,881 shares; 2025Q4: 1,896 shares 1,896$26.2K<0.01%+15Timeline
GTLSCHART INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,121 shares; 2024Q4: 2,185 shares; 2025Q1: 2,001 shares; 2025Q2: 1,880 shares; 2025Q3: 599 shares; 2025Q4: 126 shares 126$26K<0.01%-473Timeline
SMMUPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238 shares; 2024Q4: 243 shares; 2025Q1: 255 shares; 2025Q2: 258 shares; 2025Q3: 740 shares; 2025Q4: 514 shares 514$25.9K<0.01%-226Timeline
WPMWHEATON PRECIOUS METALS CORPQuarterly 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: 87 shares; 2025Q3: 90 shares; 2025Q4: 220 shares 220$25.9K<0.01%+130Timeline
XPOXPO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 11 shares; 2025Q1: 24 shares; 2025Q2: 99 shares; 2025Q3: 176 shares; 2025Q4: 190 shares 190$25.8K<0.01%+14Timeline
VUSBVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 154 shares; 2025Q2: 154 shares; 2025Q3: 154 shares; 2025Q4: 518 shares 518$25.8K<0.01%+364Timeline
SEMSELECT MED HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 728 shares; 2024Q4: 1,265 shares; 2025Q1: 1,762 shares; 2025Q2: 2,085 shares; 2025Q3: 2,068 shares; 2025Q4: 1,735 shares 1,735$25.8K<0.01%-333Timeline
BCYCBICYCLE THERAPEUTICS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,519 shares; 2024Q4: 1,260 shares; 2025Q1: 1,282 shares; 2025Q2: 2,073 shares; 2025Q3: 3,625 shares; 2025Q4: 3,628 shares 3,628$25.7K<0.01%+3Timeline
ZWSZURN ELKAY WATER SOLNS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,064 shares; 2024Q4: 5,246 shares; 2025Q1: 4,541 shares; 2025Q2: 4,620 shares; 2025Q3: 4,373 shares; 2025Q4: 551 shares 551$25.6K<0.01%-3,822Timeline
CLFCLEVELAND-CLIFFS INC NEWQuarterly 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 shares; 2025Q3: 1,494 shares; 2025Q4: 1,921 shares 1,921$25.5K<0.01%+427Timeline
PAYCPAYCOM SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 22 shares; 2025Q1: 27 shares; 2025Q2: 203 shares; 2025Q3: 205 shares; 2025Q4: 160 shares 160$25.5K<0.01%-45Timeline
EHCENCOMPASS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 159 shares; 2025Q3: 299 shares; 2025Q4: 240 shares 240$25.5K<0.01%-59Timeline
OFGOFG BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 403 shares; 2024Q4: 471 shares; 2025Q1: 560 shares; 2025Q2: 636 shares; 2025Q3: 634 shares; 2025Q4: 618 shares 618$25.3K<0.01%-16Timeline
WALWESTERN ALLIANCE BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 15 shares; 2025Q1: 278 shares; 2025Q2: 163 shares; 2025Q3: 203 shares; 2025Q4: 301 shares 301$25.3K<0.01%+98Timeline
IYRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 160 shares; 2025Q1: 142 shares; 2025Q2: 106 shares; 2025Q3: 109 shares; 2025Q4: 268 shares 268$25.2K<0.01%+159Timeline
PWPPERELLA WEINBERG PARTNERSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,410 shares; 2024Q4: 1,410 shares; 2025Q1: 1,410 shares; 2025Q2: 1,441 shares; 2025Q3: 1,441 shares; 2025Q4: 1,441 shares 1,441$24.9K<0.01%0Timeline
PTGXPROTAGONIST THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 245 shares; 2025Q1: 295 shares; 2025Q2: 290 shares; 2025Q3: 280 shares; 2025Q4: 285 shares 285$24.9K<0.01%+5Timeline
CWISPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,899 shares; 2025Q1: not reported; 2025Q2: 270 shares; 2025Q3: 540 shares; 2025Q4: 690 shares 690$24.8K<0.01%+150Timeline
RAREULTRAGENYX PHARMACEUTICAL INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 60 shares; 2025Q3: 1,084 shares; 2025Q4: 1,076 shares 1,076$24.7K<0.01%-8Timeline
FVCFIRST TR EXCHANGE TRADED FDQuarterly 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: 300 shares; 2025Q3: 678 shares; 2025Q4: 678 shares 678$24.7K<0.01%0Timeline
PYLDPIMCO ETF TRQuarterly 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: 18 shares; 2025Q3: 670 shares; 2025Q4: 921 shares 921$24.6K<0.01%+251Timeline
DGIIDIGI INTL INCQuarterly 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: 602 shares; 2025Q4: 567 shares 567$24.5K<0.01%-35Timeline
ORICORIC PHARMACEUTICALS INCQuarterly 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: 3,089 shares; 2025Q4: 3,000 shares 3,000$24.5K<0.01%-89Timeline
THOTHOR INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 5 shares; 2025Q1: 1 shares; 2025Q2: 22 shares; 2025Q3: 82 shares; 2025Q4: 237 shares 237$24.3K<0.01%+155Timeline
NZFNUVEEN MUN CR INCOME FDQuarterly 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: 182 shares; 2025Q3: 1,932 shares; 2025Q4: 1,932 shares 1,932$24.3K<0.01%0Timeline
EIPIFIRST TR EXCHNG TRADED FD VIQuarterly 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: 1,719 shares; 2025Q3: 1,645 shares; 2025Q4: 1,218 shares 1,218$24.2K<0.01%-427Timeline
CHWCALAMOS GBL DYN INCOME FUNDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,250 shares 3,250$24.1K<0.01%newTimeline
FTHYFIRST TR HIGH YIELD OPPRT 20Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 18 shares; 2025Q3: 906 shares; 2025Q4: 1,698 shares 1,698$23.9K<0.01%+792Timeline
GCOWPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 966 shares; 2024Q4: 577 shares; 2025Q1: 634 shares; 2025Q2: 630 shares; 2025Q3: 630 shares; 2025Q4: 577 shares 577$23.8K<0.01%-53Timeline
BEBLOOM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122 shares; 2024Q4: 15 shares; 2025Q1: 45 shares; 2025Q2: 124 shares; 2025Q3: 61 shares; 2025Q4: 272 shares 272$23.6K<0.01%+211Timeline
BFSSAUL CTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99 shares; 2024Q4: 1,336 shares; 2025Q1: 105 shares; 2025Q2: 382 shares; 2025Q3: 279 shares; 2025Q4: 748 shares 748$23.6K<0.01%+469Timeline
GDSGDS HLDGS LTDQuarterly 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: 56 shares; 2025Q3: 685 shares; 2025Q4: 674 shares 674$23.5K<0.01%-11Timeline
CORPPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: 240 shares; 2025Q4: 240 shares 240$23.5K<0.01%0Timeline
AXSAXIS CAP HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 787 shares; 2025Q1: 855 shares; 2025Q2: 895 shares; 2025Q3: 858 shares; 2025Q4: 219 shares 219$23.5K<0.01%-639Timeline
FNVFRANCO NEV CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 9 shares; 2025Q1: 17 shares; 2025Q2: 112 shares; 2025Q3: 152 shares; 2025Q4: 113 shares 113$23.4K<0.01%-39Timeline
KTBKONTOOR BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: 62 shares; 2025Q3: 392 shares; 2025Q4: 383 shares 383$23.4K<0.01%-9Timeline
SHOSUNSTONE HOTEL INVS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,021 shares; 2024Q4: 18,714 shares; 2025Q1: 1,171 shares; 2025Q2: 3,635 shares; 2025Q3: 2,610 shares; 2025Q4: 2,610 shares 2,610$23.3K<0.01%0Timeline
BOXXEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302 shares; 2024Q4: 302 shares; 2025Q1: 127 shares; 2025Q2: 202 shares; 2025Q3: 202 shares; 2025Q4: 202 shares 202$23.2K<0.01%0Timeline
OSKOSHKOSH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 15 shares; 2025Q1: 5 shares; 2025Q2: 34 shares; 2025Q3: 118 shares; 2025Q4: 185 shares 185$23.2K<0.01%+67Timeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 3 shares; 2025Q2: 19 shares; 2025Q3: 34 shares; 2025Q4: 63 shares 63$23.2K<0.01%+29Timeline
CMACOMERICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 96 shares; 2025Q1: 90 shares; 2025Q2: 135 shares; 2025Q3: 182 shares; 2025Q4: 267 shares 267$23.2K<0.01%+85Timeline
ACAARCOSA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 29 shares; 2025Q1: 58 shares; 2025Q2: 117 shares; 2025Q3: 123 shares; 2025Q4: 218 shares 218$23.2K<0.01%+95Timeline
EXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 552 shares; 2024Q4: 245,376 shares; 2025Q1: 366 shares; 2025Q2: 163 shares; 2025Q3: 163 shares; 2025Q4: 132 shares 132$23.1K<0.01%-31Timeline
SPGPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326 shares; 2024Q4: 607 shares; 2025Q1: 623 shares; 2025Q2: 203 shares; 2025Q3: 203 shares; 2025Q4: 203 shares 203$23.1K<0.01%0Timeline
IBDRISHARES TRQuarterly 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: 876 shares; 2025Q3: 876 shares; 2025Q4: 952 shares 952$23.1K<0.01%+76Timeline
PCTYPAYLOCITY HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 148 shares; 2025Q3: 136 shares; 2025Q4: 150 shares 150$22.9K<0.01%+14Timeline
ULVMVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares 250$22.8K<0.01%0Timeline
GNRSPDR INDEX SHS FDSQuarterly 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: 214 shares; 2025Q3: 214 shares; 2025Q4: 367 shares 367$22.8K<0.01%+153Timeline
CIVICIVITAS RESOURCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,979 shares; 2024Q4: 2,927 shares; 2025Q1: 2,179 shares; 2025Q2: 2,499 shares; 2025Q3: 1,126 shares; 2025Q4: 835 shares 835$22.6K<0.01%-291Timeline
IUSINVESCO EXCH TRD SLF IDX FDQuarterly 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: 410 shares; 2025Q4: 395 shares 395$22.6K<0.01%-15Timeline
TLNTALEN ENERGY CORPQuarterly 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 shares; 2025Q3: 75 shares; 2025Q4: 60 shares 60$22.5K<0.01%-15Timeline
AGNCAGNC INVT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 287 shares; 2025Q1: 587 shares; 2025Q2: 21 shares; 2025Q3: 1,039 shares; 2025Q4: 2,090 shares 2,090$22.4K<0.01%+1,051Timeline
SCHKSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142 shares; 2024Q4: 16 shares; 2025Q1: 216 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 681 shares 681$22.3K<0.01%+261Timeline
TICTIC SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,208 shares 2,208$22.3K<0.01%newTimeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,181 shares; 2024Q4: 941 shares; 2025Q1: 410 shares; 2025Q2: 350,257 shares; 2025Q3: 839 shares; 2025Q4: 378 shares 378$22.2K<0.01%-461Timeline
SNDRSCHNEIDER NATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 815 shares; 2024Q4: 815 shares; 2025Q1: 815 shares; 2025Q2: 845 shares; 2025Q3: 837 shares; 2025Q4: 837 shares 837$22.2K<0.01%0Timeline
CPACOPA HOLDINGS SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: 73 shares; 2025Q3: 139 shares; 2025Q4: 184 shares 184$22.2K<0.01%+45Timeline
GATXGATX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 178 shares; 2025Q1: 178 shares; 2025Q2: 208 shares; 2025Q3: 202 shares; 2025Q4: 130 shares 130$22K<0.01%-72Timeline
PHINPHINIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 10 shares; 2025Q2: 352 shares; 2025Q3: 350 shares; 2025Q4: 350 shares 350$21.9K<0.01%0Timeline
SOPHSOPHIA GENETICS SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,269 shares; 2024Q4: 1,940 shares; 2025Q1: 1,771 shares; 2025Q2: 1,814 shares; 2025Q3: 4,121 shares; 2025Q4: 4,687 shares 4,687$21.9K<0.01%+566Timeline
GSYINVESCO ACTIVELY MANAGED EXCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 435 shares; 2025Q2: 434 shares; 2025Q3: 434 shares; 2025Q4: 434 shares 434$21.8K<0.01%0Timeline
RVTROYCE SMALL CAP TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: not reported; 2025Q1: 822 shares; 2025Q2: 1,319 shares; 2025Q3: 1,339 shares; 2025Q4: 1,339 shares 1,339$21.6K<0.01%0Timeline
XEXGXEATON VANCE TAX-MANAGED GLOBQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,081 shares; 2025Q1: 214 shares; 2025Q2: 91 shares; 2025Q3: 1,389 shares; 2025Q4: 2,246 shares 2,246$21.4K<0.01%+857Timeline
AFGAMERICAN FINANCIAL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 31 shares; 2025Q1: 27 shares; 2025Q2: 120 shares; 2025Q3: 99 shares; 2025Q4: 156 shares 156$21.3K<0.01%+57Timeline
DNPDNP SELECT INCOME FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: not reported; 2025Q3: 490 shares; 2025Q4: 2,133 shares 2,133$21.3K<0.01%+1,643Timeline
THGHANOVER INS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 662 shares; 2024Q4: 17 shares; 2025Q1: 15 shares; 2025Q2: 47 shares; 2025Q3: 112 shares; 2025Q4: 116 shares 116$21.2K<0.01%+4Timeline
NHCNATIONAL HEALTHCARE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 185 shares; 2025Q1: 268 shares; 2025Q2: 217 shares; 2025Q3: 216 shares; 2025Q4: 154 shares 154$21.1K<0.01%-62Timeline
EXPEAGLE MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: 67 shares; 2025Q1: 393 shares; 2025Q2: 372 shares; 2025Q3: 374 shares; 2025Q4: 102 shares 102$21.1K<0.01%-272Timeline
CAECAE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 692 shares; 2025Q3: 692 shares; 2025Q4: 692 shares 692$21.1K<0.01%0Timeline
RSPTINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: 684 shares; 2025Q1: 669 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 462 shares 462$21K<0.01%+102Timeline
PBAPEMBINA PIPELINE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: 152 shares; 2025Q1: 124 shares; 2025Q2: 379 shares; 2025Q3: 573 shares; 2025Q4: 551 shares 551$21K<0.01%-22Timeline
JOEST JOE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 352 shares 352$20.9K<0.01%+321Timeline
HEDJWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216 shares; 2024Q4: 216 shares; 2025Q1: 216 shares; 2025Q2: 216 shares; 2025Q3: 393 shares; 2025Q4: 393 shares 393$20.9K<0.01%0Timeline
FCBDADVISORS INNER CIRCLE FD IIQuarterly 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: 814 shares; 2025Q3: 814 shares; 2025Q4: 814 shares 814$20.8K<0.01%0Timeline
BNLBROADSTONE NET LEASE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,003 shares; 2024Q4: 4,464 shares; 2025Q1: 1,683 shares; 2025Q2: 1,201 shares; 2025Q3: 1,100 shares; 2025Q4: 1,191 shares 1,191$20.7K<0.01%+91Timeline
CECELANESE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 162 shares; 2025Q1: 169 shares; 2025Q2: 1,530 shares; 2025Q3: 1,254 shares; 2025Q4: 489 shares 489$20.7K<0.01%-765Timeline
VIRTVIRTU FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 199 shares; 2025Q3: 713 shares; 2025Q4: 619 shares 619$20.6K<0.01%-94Timeline
SMOTVANECK ETF TRUSTQuarterly 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: 569 shares; 2025Q3: 569 shares; 2025Q4: 569 shares 569$20.6K<0.01%0Timeline
JUNMFIRST TR EXCHNG TRADED FD VIQuarterly 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: 600 shares; 2025Q4: 600 shares 600$20.5K<0.01%0Timeline
BCBRUNSWICK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: not reported; 2025Q2: 219 shares; 2025Q3: 288 shares; 2025Q4: 276 shares 276$20.5K<0.01%-12Timeline
TEXTEREX CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,125 shares; 2024Q4: 1,141 shares; 2025Q1: 1,266 shares; 2025Q2: 468 shares; 2025Q3: 467 shares; 2025Q4: 383 shares 383$20.4K<0.01%-84Timeline
PALCPACER FDS TRQuarterly 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: 387 shares; 2025Q4: 387 shares 387$20.2K<0.01%0Timeline
AOKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,076 shares; 2024Q4: 18,057 shares; 2025Q1: 18,323 shares; 2025Q2: 17,556 shares; 2025Q3: 503 shares; 2025Q4: 503 shares 503$20.2K<0.01%0Timeline
SSDSIMPSON MFG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,868 shares; 2024Q4: 14,785 shares; 2025Q1: 15,626 shares; 2025Q2: 133 shares; 2025Q3: 141 shares; 2025Q4: 125 shares 125$20.2K<0.01%-16Timeline
ALGNALIGN TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 449 shares; 2025Q3: 189 shares; 2025Q4: 129 shares 129$20.1K<0.01%-60Timeline

Sold out in Q4 2025

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

The largest 100 of 132. All 132

SecurityShares beforeValue beforeType
UNILEVER PLCUNILEVER PLC261,392$15.5Mshares
TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADR227,995$13.6Mshares
HANESBRANDS INCHANESBRANDS INC525,090$3.46Mshares
MR COOPER GROUP INCMR COOPER GROUP INC11,033$2.33Mshares
ISHARESISHARES8,993$241Kshares
KKELLANOVA2,877$236Kshares
ISHARES TRISHARES TR6,146$144Kshares
STUBSTUBHUB HLDGS INC5,708$96.1Kshares
INTERPUBLIC GROUP COSINTERPUBLIC GROUP COS3,106$86.7Kshares
AKROAKERO THERAPEUTICS INC1,276$60.6Kshares
BSTPINNOVATOR ETFS TRUST1,299$47.2Kshares
FVRRFIVERR INTL LTD1,597$39Kshares
PTINPACER FDS TR978$29.8Kshares
PWVINVESCO EXCHANGE TRADED FD T413$26.9Kshares
CBRLCRACKER BARREL OLD CTRY STOR599$26.4Kshares
PKSTPEAKSTONE REALTY TRUST1,876$24.6Kshares
DBBINVESCO DB MULTI-SECTOR COMM1,005$20.6Kshares
VSHYVIRTUS ETF TR II883$19.4Kshares
IQMFRANKLIN TEMPLETON ETF TR212$18.5Kshares
PALLABRDN PALLADIUM ETF TRUST158$18Kshares
PTBDPACER FDS TR904$17.9Kshares
LLYVKLIBERTY MEDIA CORP DEL181$17.6Kshares
BALTINNOVATOR ETFS TRUST459$15.1Kshares
AFEMFIRST TR EXCH TRADED FD III197$14.9Kshares
FYXFIRST TR EXCHANGE-TRADED ALP131$14.3Kshares
YMARFIRST TR EXCHNG TRADED FD VI507$13.3Kshares
CABOCABLE ONE INC71$12.6Kshares
HPPHUDSON PAC PPTYS INC4,486$12.4Kshares
TBUXT ROWE PRICE EXCHANGE-TRADED233$11.6Kshares
IFVFIRST TR EXCHANGE TRADED FD471$11.5Kshares
DISVDIMENSIONAL ETF TRUST323$11.5Kshares
ALEALLETE INC170$11.3Kshares
ISMDNORTHERN LTS FD TR IV288$11.2Kshares
SEIESEI EXCHANGE TRADED FUNDS366$11.2Kshares
VERONA PHARMA PLCVERONA PHARMA PLC93$9.92Kshares
HOGHARLEY DAVIDSON INC330$9.2Kshares
BKIEBNY MELLON ETF TRUST89$7.97Kshares
MDYGSPDR SERIES TRUST86$7.87Kshares
QMARFIRST TR EXCHNG TRADED FD VI241$7.75Kshares
JPMBJ P MORGAN EXCHANGE TRADED F179$7.22Kshares
LCIILCI INDS75$6.99Kshares
WNS HLDGS LTD COM SHSWNS HLDGS LTD COM SHS91$6.94Kshares
MFDXPIMCO EQUITY SER184$6.84Kshares
MLTXMOONLAKE IMMUNOTHERAPEUTICS888$6.37Kshares
ENRENERGIZER HLDGS INC233$5.8Kshares
SEISSEI EXCHANGE TRADED FUNDS188$5.25Kshares
SEEMSEI EXCHANGE TRADED FUNDS162$4.9Kshares
GRPMINVESCO EXCHANGE TRADED FD T38$4.58Kshares
BXSLBLACKSTONE SECD LENDING FD172$4.48Kshares
BTALAGF INVTS TR240$3.82Kshares
HAINHAIN CELESTIAL GROUP INC2,200$3.48Kshares
UTIUNIVERSAL TECHNICAL INST INC102$3.32Kshares
CAKECHEESECAKE FACTORY INC59$3.22Kshares
LLYVALIBERTY MEDIA CORP29$2.73Kshares
ACIALBERTSONS COMPANIES INC152$2.66Kshares
PSKSPDR SERIES TRUST78$2.58Kshares
SUNRISE COMMUNICATIONS AGSUNRISE COMMUNICATIONS AG43$2.54Kshares
CENTRAIS ELETRICAS BRASILEIRCENTRAIS ELETRICAS BRASILEIR192$1.99Kshares
PREMIER INCPREMIER INC71$1.97Kshares
FUNSIX FLAGS ENTERTAINMENT CORP84$1.91Kshares
KRUSKURA SUSHI USA INC27$1.6Kshares
BUXXEA SERIES TRUST76$1.54Kshares
DXDYNEX CAP INC100$1.23Kshares
SMSM ENERGY COMPANY45$1.12Kshares
VERINT SYS INCVERINT SYS INC54$1.09Kshares
SCSSTEELCASE INC-CLASS A61$1.05Kshares
SPRSPIRIT AEROSYSTEMS HLDGS INC25$974shares
DEIDOUGLAS EMMETT INC57$887shares
CALCALERES INC65$848shares
GPROGOPRO INC400$848shares
SAMBOSTON BEER INC4$846shares
DQDAQO NEW ENERGY CORP28$788shares
IGRCBRE GBL REAL ESTATE INC FD144$740shares
PCEFINVESCO EXCH TRADED FD TR II37$739shares
PSPINVESCO EXCHANGE TRADED FD T10$690shares
DRVNDRIVEN BRANDS HLDGS INC42$677shares
AVXLANAVEX LIFE SCIENCES CORP76$676shares
BLNKBLINK CHARGING CO397$651shares
INFORMATICA INCINFORMATICA INC25$621shares
TIGRUP FINTECH HLDG LTD58$619shares
COMPANHIA PARANAENSE DE ENE…COMPANHIA PARANAENSE DE ENERGI63$617shares
TENTSAKOS ENERGY NAVIGATION LTD27$600shares
FOXFFOX FACTORY HLDG CORP24$583shares
CLVTCLARIVATE PLC150$575shares
ATKRATKORE INC9$565shares
SPTSPROUT SOCIAL INC43$556shares
NXRTNEXPOINT RESIDENTIAL TR INC16$516shares
CRSRCORSAIR GAMING INC57$508shares
JBBBJANUS DETROIT STR TR10$482shares
MGRCMCGRATH RENTCORP4$469shares
ACPABRDN INCOME CREDIT STRATEGI76$441shares
OTLYOATLY GROUP AB27$437shares
CIONCION INVT CORP42$398shares
Sandstorm Gold LtdSandstorm Gold Ltd30$376shares
CUSHMAN & WAKEFIELD UK HOLDCCUSHMAN & WAKEFIELD UK HOLDC23$366shares
SOUNWSOUNDHOUND AI INC50$359shares
AIC3 AI INC20$347shares
CDNACAREDX INC22$320shares
JBGSJBG SMITH PPTYS14$312shares
NFJVIRTUS DIVIDEND INTEREST & P23$299shares

How Q4 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001344551-26-000003 base2026-01-23acceptance time not in the bulk data set