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Cambridge Investment Research Advisors, Inc.

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13F filer, CIK 1419186, FAIRFIELD, IA

Cambridge Investment Research Advisors, Inc. reported $36,410,680,000 across 3,715 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-12. Its ten largest share positions make up 20.83% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001419186-25-000008

Period
2025-09-30
Reported value
$36.4B
Holdings
3,715
Top 10 weight
20.83%
New
307
Sold out
200

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VOOadded+114,936$70.4M
QQQMadded+161,632$39.9M
SPYMadded+320,571$25.1M
VCITadded+297,335$25M
CGGRadded+515,763$22.7M

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.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VEAreduced-466,592-$28M
BILreduced-244,546-$22.4M
RSPreduced-88,921-$16.9M
SCZreduced-175,588-$13.5M
FVDreduced-290,366-$13.4M

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, Q3 2025

Share positions as resolved from 13F-HR 0001419186-25-000008, largest first. % of portfolio is the value over $36,410,680,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ONON SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,940 shares; 2024Q4: 30,036 shares; 2025Q1: 27,924 shares; 2025Q2: 30,939 shares; 2025Q3: 40,969 shares 40,969$2.02M0.01%+10,030Timeline
HOLXHOLOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,282 shares; 2024Q4: 31,528 shares; 2025Q1: 32,056 shares; 2025Q2: 31,722 shares; 2025Q3: 29,911 shares 29,911$2.02M0.01%-1,811Timeline
FISFIDELITY NATL INFORMATION SVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,274 shares; 2024Q4: 20,162 shares; 2025Q1: 21,031 shares; 2025Q2: 21,838 shares; 2025Q3: 30,403 shares 30,403$2M0.01%+8,565Timeline
QFLRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,174 shares; 2024Q4: 48,043 shares; 2025Q1: 58,208 shares; 2025Q2: 58,737 shares; 2025Q3: 60,497 shares 60,497$2M0.01%+1,760Timeline
EEMVISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,933 shares; 2024Q4: 30,284 shares; 2025Q1: 27,663 shares; 2025Q2: 27,676 shares; 2025Q3: 31,401 shares 31,401$2M0.01%+3,725Timeline
EXREXTRA SPACE STORAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,932 shares; 2024Q4: 13,512 shares; 2025Q1: 13,580 shares; 2025Q2: 13,779 shares; 2025Q3: 14,209 shares 14,209$2M0.01%+430Timeline
CTRACOTERRA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,545 shares; 2024Q4: 108,046 shares; 2025Q1: 97,299 shares; 2025Q2: 87,391 shares; 2025Q3: 84,474 shares 84,474$2M0.01%-2,917Timeline
MISLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,149 shares; 2024Q4: 35,955 shares; 2025Q1: 35,339 shares; 2025Q2: 39,348 shares; 2025Q3: 48,167 shares 48,167$2M0.01%+8,819Timeline
EWJISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,153 shares; 2024Q4: 17,912 shares; 2025Q1: 15,740 shares; 2025Q2: 25,688 shares; 2025Q3: 24,859 shares 24,859$1.99M0.01%-829Timeline
VTRVENTAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,996 shares; 2024Q4: 24,945 shares; 2025Q1: 25,035 shares; 2025Q2: 27,246 shares; 2025Q3: 28,490 shares 28,490$1.99M0.01%+1,244Timeline
BABINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,331 shares; 2024Q4: 54,266 shares; 2025Q1: 57,602 shares; 2025Q2: 65,137 shares; 2025Q3: 72,937 shares 72,937$1.99M0.01%+7,800Timeline
NUSANUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,291 shares; 2024Q4: 85,737 shares; 2025Q1: 84,358 shares; 2025Q2: 84,619 shares; 2025Q3: 84,851 shares 84,851$1.99M0.01%+232Timeline
PNQIINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,183 shares; 2024Q4: 38,816 shares; 2025Q1: 37,222 shares; 2025Q2: 35,033 shares; 2025Q3: 35,623 shares 35,623$1.99M0.01%+590Timeline
SFNCSIMMONS FIRST NATL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,015 shares; 2024Q4: 108,109 shares; 2025Q1: 105,994 shares; 2025Q2: 105,994 shares; 2025Q3: 103,452 shares 103,452$1.98M0.01%-2,542Timeline
WWJDNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,955 shares; 2024Q4: 61,808 shares; 2025Q1: 50,475 shares; 2025Q2: 53,589 shares; 2025Q3: 56,211 shares 56,211$1.98M0.01%+2,622Timeline
ROSTROSS STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,153 shares; 2024Q4: 13,511 shares; 2025Q1: 13,376 shares; 2025Q2: 12,366 shares; 2025Q3: 13,007 shares 13,007$1.98M0.01%+641Timeline
AINPALLSPRING EXCHANGE TRADED FUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 78,186 shares; 2025Q3: 78,093 shares 78,093$1.98M0.01%-93Timeline
BNGEFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,921 shares; 2025Q3: 48,932 shares 48,932$1.98M0.01%+11Timeline
IBHHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,346 shares; 2024Q4: 41,666 shares; 2025Q1: 50,589 shares; 2025Q2: 58,784 shares; 2025Q3: 82,770 shares 82,770$1.98M0.01%+23,986Timeline
FLXRTCW ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,655 shares; 2024Q4: 110,231 shares; 2025Q1: 135,511 shares; 2025Q2: 150,792 shares; 2025Q3: 49,544 shares 49,544$1.97M0.01%-101,248Timeline
FEACFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 69,592 shares 69,592$1.97M0.01%newTimeline
PTLNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,540 shares; 2024Q4: 11,103 shares; 2025Q1: 12,768 shares; 2025Q2: 15,010 shares; 2025Q3: 7,894 shares 7,894$1.97M0.01%-7,116Timeline
UALUNITED AIRLS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,022 shares; 2024Q4: 44,280 shares; 2025Q1: 27,542 shares; 2025Q2: 23,758 shares; 2025Q3: 20,388 shares 20,388$1.97M0.01%-3,370Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,401 shares; 2024Q4: 5,350 shares; 2025Q1: 5,599 shares; 2025Q2: 6,321 shares; 2025Q3: 2,511 shares 2,511$1.97M0.01%-3,810Timeline
EVFEATON VANCE SR INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333,603 shares; 2024Q4: 331,943 shares; 2025Q1: 342,128 shares; 2025Q2: 357,175 shares; 2025Q3: 359,010 shares 359,010$1.97M0.01%+1,835Timeline
XHBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,321 shares; 2024Q4: 22,295 shares; 2025Q1: 12,567 shares; 2025Q2: 12,594 shares; 2025Q3: 17,657 shares 17,657$1.96M0.01%+5,063Timeline
RMBSRAMBUS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,509 shares; 2024Q4: 8,192 shares; 2025Q1: 6,997 shares; 2025Q2: 13,102 shares; 2025Q3: 18,774 shares 18,774$1.96M0.01%+5,672Timeline
WWDWOODWARD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,391 shares; 2024Q4: 7,567 shares; 2025Q1: 7,649 shares; 2025Q2: 7,699 shares; 2025Q3: 7,689 shares 7,689$1.94M0.01%-10Timeline
DFPFLAHERTY & CRUMRINE DYNAMICQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,227 shares; 2024Q4: 88,759 shares; 2025Q1: 86,245 shares; 2025Q2: 89,517 shares; 2025Q3: 89,792 shares 89,792$1.94M0.01%+275Timeline
PAASPAN AMERN SILVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,147 shares; 2024Q4: 53,968 shares; 2025Q1: 24,780 shares; 2025Q2: 53,871 shares; 2025Q3: 50,079 shares 50,079$1.94M0.01%-3,792Timeline
LITGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,467 shares; 2024Q4: 34,503 shares; 2025Q1: 28,114 shares; 2025Q2: 25,729 shares; 2025Q3: 34,130 shares 34,130$1.94M0.01%+8,401Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,220 shares 41,220$1.94M0.01%newTimeline
BULPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,071 shares; 2024Q4: 25,782 shares; 2025Q1: 25,583 shares; 2025Q2: 24,470 shares; 2025Q3: 37,016 shares 37,016$1.94M0.01%+12,546Timeline
LRGFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,144 shares; 2024Q4: 64,321 shares; 2025Q1: 28,588 shares; 2025Q2: 28,335 shares; 2025Q3: 28,017 shares 28,017$1.94M0.01%-318Timeline
FICSFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,624 shares; 2024Q4: 75,946 shares; 2025Q1: 59,919 shares; 2025Q2: 52,554 shares; 2025Q3: 50,707 shares 50,707$1.93M0.01%-1,847Timeline
NOCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,719 shares; 2024Q4: 38,592 shares; 2025Q1: 38,542 shares; 2025Q2: 37,196 shares; 2025Q3: 34,046 shares 34,046$1.93M0.01%-3,150Timeline
JFRNUVEEN FLOATING RATE INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,523 shares; 2024Q4: 218,318 shares; 2025Q1: 241,110 shares; 2025Q2: 236,866 shares; 2025Q3: 236,334 shares 236,334$1.93M0.01%-532Timeline
OUSMALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,649 shares; 2024Q4: 30,865 shares; 2025Q1: 32,023 shares; 2025Q2: 38,235 shares; 2025Q3: 43,117 shares 43,117$1.93M0.01%+4,882Timeline
USALIBERTY ALL STAR EQUITY FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 513,125 shares; 2024Q4: 471,456 shares; 2025Q1: 443,044 shares; 2025Q2: 366,940 shares; 2025Q3: 303,558 shares 303,558$1.93M0.01%-63,382Timeline
GSEWGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,602 shares 22,602$1.92M0.01%newTimeline
TMTOYOTA MOTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,099 shares; 2024Q4: 11,353 shares; 2025Q1: 11,409 shares; 2025Q2: 10,227 shares; 2025Q3: 10,046 shares 10,046$1.92M0.01%-181Timeline
NXDTNEXPOINT DIVERSIFIED REL ETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 558,407 shares; 2024Q4: 540,815 shares; 2025Q1: 514,815 shares; 2025Q2: 524,646 shares; 2025Q3: 519,971 shares 519,971$1.92M0.01%-4,675Timeline
CGCARLYLE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,746 shares; 2024Q4: 24,111 shares; 2025Q1: 23,820 shares; 2025Q2: 26,529 shares; 2025Q3: 30,500 shares 30,500$1.91M0.01%+3,971Timeline
KAPRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,824 shares; 2024Q4: 82,844 shares; 2025Q1: 71,259 shares; 2025Q2: 56,207 shares; 2025Q3: 55,821 shares 55,821$1.91M0.01%-386Timeline
EMLCVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,491 shares; 2024Q4: 81,016 shares; 2025Q1: 81,304 shares; 2025Q2: 74,099 shares; 2025Q3: 74,739 shares 74,739$1.91M0.01%+640Timeline
NFTYFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,029 shares; 2024Q4: 56,983 shares; 2025Q1: 32,093 shares; 2025Q2: 32,098 shares; 2025Q3: 33,418 shares 33,418$1.9M0.01%+1,320Timeline
FLEXFLEX LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,321 shares; 2024Q4: 40,478 shares; 2025Q1: 22,611 shares; 2025Q2: 24,811 shares; 2025Q3: 32,803 shares 32,803$1.9M0.01%+7,992Timeline
PWVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,173 shares; 2024Q4: 65,580 shares; 2025Q1: 58,178 shares; 2025Q2: 77,601 shares; 2025Q3: 29,160 shares 29,160$1.9M0.01%-48,441Timeline
JTEKJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,589 shares; 2025Q1: 9,541 shares; 2025Q2: 14,462 shares; 2025Q3: 20,656 shares 20,656$1.9M0.01%+6,194Timeline
TANINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,028 shares; 2024Q4: 27,103 shares; 2025Q1: 28,522 shares; 2025Q2: 28,427 shares; 2025Q3: 43,351 shares 43,351$1.89M0.01%+14,924Timeline
ESUMSTRATEGY SHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,286 shares; 2025Q2: 41,873 shares; 2025Q3: 69,259 shares 69,259$1.88M0.01%+27,386Timeline
USAIPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,861 shares; 2024Q4: 77,937 shares; 2025Q1: 107,603 shares; 2025Q2: 68,640 shares; 2025Q3: 47,129 shares 47,129$1.88M0.01%-21,511Timeline
KNOVINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 76,927 shares; 2025Q1: 74,927 shares; 2025Q2: 69,527 shares; 2025Q3: 67,996 shares 67,996$1.88M0.01%-1,531Timeline
DFLVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,135 shares; 2024Q4: 26,427 shares; 2025Q1: 27,104 shares; 2025Q2: 31,351 shares; 2025Q3: 57,017 shares 57,017$1.88M0.01%+25,666Timeline
MEDPMEDPACE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,125 shares; 2024Q4: 2,745 shares; 2025Q1: 2,182 shares; 2025Q2: 3,225 shares; 2025Q3: 3,647 shares 3,647$1.88M0.01%+422Timeline
EWCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,569 shares; 2024Q4: 31,175 shares; 2025Q1: 32,349 shares; 2025Q2: 36,679 shares; 2025Q3: 36,987 shares 36,987$1.87M0.01%+308Timeline
IVTINVENTRUST PPTYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,364 shares; 2024Q4: 81,415 shares; 2025Q1: 76,468 shares; 2025Q2: 70,651 shares; 2025Q3: 65,277 shares 65,277$1.87M0.01%-5,374Timeline
TMDXTRANSMEDICS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,604 shares; 2024Q4: 7,049 shares; 2025Q1: 11,692 shares; 2025Q2: 15,128 shares; 2025Q3: 16,605 shares 16,605$1.86M0.01%+1,477Timeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,621 shares; 2024Q4: 14,989 shares; 2025Q1: 12,970 shares; 2025Q2: 15,044 shares; 2025Q3: 17,199 shares 17,199$1.85M0.01%+2,155Timeline
EDGHADVISORS INNER CIRCLE FD IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,577 shares; 2025Q1: 22,549 shares; 2025Q2: 37,678 shares; 2025Q3: 64,168 shares 64,168$1.85M0.01%+26,490Timeline
BSTBLACKROCK SCIENCE & TECHNOLOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,950 shares; 2024Q4: 67,152 shares; 2025Q1: 64,713 shares; 2025Q2: 46,043 shares; 2025Q3: 44,639 shares 44,639$1.85M0.01%-1,404Timeline
VIOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,570 shares; 2024Q4: 16,694 shares; 2025Q1: 16,082 shares; 2025Q2: 15,958 shares; 2025Q3: 15,131 shares 15,131$1.84M0.01%-827Timeline
DSEPFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,407 shares; 2024Q4: 51,651 shares; 2025Q1: 43,730 shares; 2025Q2: 39,434 shares; 2025Q3: 41,669 shares 41,669$1.84M0.01%+2,235Timeline
TIMOTHY PLANTIMOTHY PLANQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,660 shares; 2024Q4: 76,373 shares; 2025Q1: 73,937 shares; 2025Q2: 73,633 shares; 2025Q3: 70,508 shares 70,508$1.84M0.01%-3,125
IXJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,036 shares; 2024Q4: 21,124 shares; 2025Q1: 17,125 shares; 2025Q2: 21,154 shares; 2025Q3: 20,728 shares 20,728$1.84M0.01%-426Timeline
SUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,439 shares; 2024Q4: 94,200 shares; 2025Q1: 73,290 shares; 2025Q2: 67,984 shares; 2025Q3: 72,593 shares 72,593$1.84M0.01%+4,609Timeline
UPSTUPSTART HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,791 shares; 2024Q4: 39,455 shares; 2025Q1: 19,848 shares; 2025Q2: 42,292 shares; 2025Q3: 36,145 shares 36,145$1.84M0.01%-6,147Timeline
XLSRSSGA ACTIVE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,431 shares; 2024Q4: 32,908 shares; 2025Q1: 33,947 shares; 2025Q2: 33,869 shares; 2025Q3: 30,798 shares 30,798$1.84M0.01%-3,071Timeline
MARAMARA HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,627 shares; 2024Q4: 43,379 shares; 2025Q1: 41,036 shares; 2025Q2: 102,055 shares; 2025Q3: 100,324 shares 100,324$1.83M0.01%-1,731Timeline
NINISOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,779 shares; 2024Q4: 50,263 shares; 2025Q1: 47,315 shares; 2025Q2: 40,709 shares; 2025Q3: 42,240 shares 42,240$1.83M0.01%+1,531Timeline
TYGTORTOISE ENERGY INFRSTRCTR CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,810 shares; 2024Q4: 43,656 shares; 2025Q1: 45,062 shares; 2025Q2: 41,294 shares; 2025Q3: 42,388 shares 42,388$1.83M0.01%+1,094Timeline
NVGNUVEEN AMT FREE MUN CR INC FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 488,021 shares; 2024Q4: 204,784 shares; 2025Q1: 163,498 shares; 2025Q2: 143,290 shares; 2025Q3: 148,537 shares 148,537$1.83M0.01%+5,247Timeline
RUMRUM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,175 shares; 2024Q4: 226,561 shares; 2025Q1: 229,657 shares; 2025Q2: 240,692 shares; 2025Q3: 251,871 shares 251,871$1.82M0.01%+11,179Timeline
PIZINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,736 shares; 2024Q4: 18,337 shares; 2025Q1: 18,705 shares; 2025Q2: 19,772 shares; 2025Q3: 38,177 shares 38,177$1.82M<0.01%+18,405Timeline
PRIMPRIMORIS SVCS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,021 shares; 2025Q2: not reported; 2025Q3: 13,247 shares 13,247$1.82M<0.01%newTimeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,523 shares; 2024Q4: 4,716 shares; 2025Q1: 4,783 shares; 2025Q2: 5,387 shares; 2025Q3: 7,155 shares 7,155$1.82M<0.01%+1,768Timeline
CBSHCOMMERCE BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,895 shares; 2024Q4: 30,456 shares; 2025Q1: 28,799 shares; 2025Q2: 35,057 shares; 2025Q3: 30,365 shares 30,365$1.81M<0.01%-4,692Timeline
CTRECARETRUST REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,675 shares; 2024Q4: 44,869 shares; 2025Q1: 48,495 shares; 2025Q2: 51,325 shares; 2025Q3: 52,268 shares 52,268$1.81M<0.01%+943Timeline
FUMBFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,662 shares; 2024Q4: 33,676 shares; 2025Q1: 32,898 shares; 2025Q2: 75,838 shares; 2025Q3: 90,154 shares 90,154$1.81M<0.01%+14,316Timeline
KBWBINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,462 shares; 2024Q4: 15,843 shares; 2025Q1: 25,740 shares; 2025Q2: 23,713 shares; 2025Q3: 23,144 shares 23,144$1.81M<0.01%-569Timeline
XAODXABRDN TOTAL DYNAMIC DIVIDENDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,129 shares; 2024Q4: 159,532 shares; 2025Q1: 160,071 shares; 2025Q2: 182,487 shares; 2025Q3: 190,796 shares 190,796$1.8M<0.01%+8,309Timeline
MCIBARINGS CORPORATE INVSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,048 shares; 2024Q4: 79,979 shares; 2025Q1: 84,874 shares; 2025Q2: 84,735 shares; 2025Q3: 86,785 shares 86,785$1.8M<0.01%+2,050Timeline
SWKSTANLEY BLACK & DECKER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,946 shares; 2024Q4: 16,426 shares; 2025Q1: 19,435 shares; 2025Q2: 21,811 shares; 2025Q3: 24,206 shares 24,206$1.8M<0.01%+2,395Timeline
TERTERADYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,154 shares; 2024Q4: 10,116 shares; 2025Q1: 9,352 shares; 2025Q2: 9,278 shares; 2025Q3: 13,062 shares 13,062$1.8M<0.01%+3,784Timeline
NXTGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,445 shares; 2024Q4: 19,157 shares; 2025Q1: 18,376 shares; 2025Q2: 17,620 shares; 2025Q3: 17,357 shares 17,357$1.8M<0.01%-263Timeline
QEFASPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,399 shares; 2024Q4: 12,624 shares; 2025Q1: 20,789 shares; 2025Q2: 20,421 shares; 2025Q3: 20,382 shares 20,382$1.79M<0.01%-39Timeline
BMARINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,065 shares; 2024Q4: 37,643 shares; 2025Q1: 35,778 shares; 2025Q2: 35,431 shares; 2025Q3: 34,718 shares 34,718$1.79M<0.01%-713Timeline
SMAYFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,663 shares; 2024Q4: 40,497 shares; 2025Q1: 40,295 shares; 2025Q2: 81,107 shares; 2025Q3: 70,665 shares 70,665$1.79M<0.01%-10,442Timeline
TRMBTRIMBLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,666 shares; 2024Q4: 24,064 shares; 2025Q1: 19,239 shares; 2025Q2: 21,575 shares; 2025Q3: 21,875 shares 21,875$1.79M<0.01%+300Timeline
PSIXPOWER SOLUTIONS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,072 shares; 2025Q3: 18,138 shares 18,138$1.78M<0.01%+14,066Timeline
KIOKKR INCOME OPPORTUNITIES FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,995 shares; 2024Q4: 114,597 shares; 2025Q1: 118,474 shares; 2025Q2: 94,781 shares; 2025Q3: 140,834 shares 140,834$1.77M<0.01%+46,053Timeline
CARZFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,823 shares; 2025Q1: 25,026 shares; 2025Q2: 24,487 shares; 2025Q3: 24,385 shares 24,385$1.77M<0.01%-102Timeline
EMQQEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,213 shares; 2024Q4: 39,871 shares; 2025Q1: 39,929 shares; 2025Q2: 36,004 shares; 2025Q3: 38,142 shares 38,142$1.77M<0.01%+2,138Timeline
JMEEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,106 shares; 2024Q4: 28,843 shares; 2025Q1: 30,553 shares; 2025Q2: 27,137 shares; 2025Q3: 27,889 shares 27,889$1.77M<0.01%+752Timeline
CSRCENTERSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,938 shares; 2024Q4: 19,953 shares; 2025Q1: 24,322 shares; 2025Q2: 26,408 shares; 2025Q3: 29,922 shares 29,922$1.76M<0.01%+3,514Timeline
OSKOSHKOSH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,756 shares; 2024Q4: 6,431 shares; 2025Q1: 7,577 shares; 2025Q2: 9,703 shares; 2025Q3: 13,582 shares 13,582$1.76M<0.01%+3,879Timeline
OACPUNIFIED SER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,044 shares; 2024Q4: 90,665 shares; 2025Q1: 90,940 shares; 2025Q2: 86,843 shares; 2025Q3: 76,178 shares 76,178$1.76M<0.01%-10,665Timeline
CMSCMS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,430 shares; 2024Q4: 26,059 shares; 2025Q1: 28,139 shares; 2025Q2: 26,085 shares; 2025Q3: 23,953 shares 23,953$1.75M<0.01%-2,132Timeline
MOTIVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,874 shares; 2024Q4: 18,407 shares; 2025Q1: 122,420 shares; 2025Q2: 47,149 shares; 2025Q3: 47,348 shares 47,348$1.75M<0.01%+199Timeline
PIIMPINJ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,867 shares; 2024Q4: 7,634 shares; 2025Q1: 8,169 shares; 2025Q2: 9,444 shares; 2025Q3: 9,682 shares 9,682$1.75M<0.01%+238Timeline
CAIECALAMOS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,596 shares 63,596$1.75M<0.01%newTimeline
NXTNEXTPOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,552 shares; 2024Q4: not reported; 2025Q1: 4,994 shares; 2025Q2: 4,763 shares; 2025Q3: 23,575 shares 23,575$1.74M<0.01%+18,812Timeline
RSPSINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,980 shares; 2024Q4: 89,015 shares; 2025Q1: 72,293 shares; 2025Q2: 67,408 shares; 2025Q3: 59,678 shares 59,678$1.74M<0.01%-7,730Timeline
QWLDSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,644 shares; 2024Q4: 12,700 shares; 2025Q1: 12,425 shares; 2025Q2: 12,405 shares; 2025Q3: 12,419 shares 12,419$1.74M<0.01%+14Timeline
USFDUS FOODS HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,719 shares; 2024Q4: 22,505 shares; 2025Q1: 22,591 shares; 2025Q2: 22,359 shares; 2025Q3: 22,732 shares 22,732$1.74M<0.01%+373Timeline
QQXTFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,702 shares; 2024Q4: 5,521 shares; 2025Q1: 5,766 shares; 2025Q2: 16,133 shares; 2025Q3: 17,600 shares 17,600$1.74M<0.01%+1,467Timeline
CHICALAMOS CONV OPPORTUNITIES &Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,696 shares; 2024Q4: 112,940 shares; 2025Q1: 124,160 shares; 2025Q2: 144,727 shares; 2025Q3: 161,240 shares 161,240$1.74M<0.01%+16,513Timeline
TSNTYSON FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,096 shares; 2024Q4: 31,458 shares; 2025Q1: 29,480 shares; 2025Q2: 26,212 shares; 2025Q3: 32,026 shares 32,026$1.74M<0.01%+5,814Timeline
MTDMETTLER TOLEDO INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 895 shares; 2024Q4: 1,385 shares; 2025Q1: 1,056 shares; 2025Q2: 1,083 shares; 2025Q3: 1,414 shares 1,414$1.74M<0.01%+331Timeline
STEXSTREAMEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,988 shares; 2025Q1: 266,435 shares; 2025Q2: 134,097 shares; 2025Q3: 301,383 shares 301,383$1.74M<0.01%+167,286Timeline
DTMDT MIDSTREAM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,517 shares; 2024Q4: 16,137 shares; 2025Q1: 14,228 shares; 2025Q2: 15,971 shares; 2025Q3: 15,302 shares 15,302$1.73M<0.01%-669Timeline
FOCTFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,654 shares; 2024Q4: 46,341 shares; 2025Q1: 45,656 shares; 2025Q2: 42,137 shares; 2025Q3: 36,386 shares 36,386$1.73M<0.01%-5,751Timeline
XEVTXEATON VANCE TAX ADVT DIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,440 shares; 2024Q4: 93,732 shares; 2025Q1: 89,002 shares; 2025Q2: 70,641 shares; 2025Q3: 70,684 shares 70,684$1.73M<0.01%+43Timeline
KYNKAYNE ANDERSON ENERGY INFRSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,234 shares; 2024Q4: 228,706 shares; 2025Q1: 255,786 shares; 2025Q2: 139,519 shares; 2025Q3: 139,506 shares 139,506$1.73M<0.01%-13Timeline
FADFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,288 shares; 2024Q4: 7,048 shares; 2025Q1: 9,993 shares; 2025Q2: 9,956 shares; 2025Q3: 10,751 shares 10,751$1.73M<0.01%+795Timeline
USMFWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,711 shares; 2024Q4: 15,033 shares; 2025Q1: 33,984 shares; 2025Q2: 38,224 shares; 2025Q3: 32,989 shares 32,989$1.72M<0.01%-5,235Timeline
NGGNATIONAL GRID PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,633 shares; 2024Q4: 13,326 shares; 2025Q1: 13,826 shares; 2025Q2: 14,055 shares; 2025Q3: 23,702 shares 23,702$1.72M<0.01%+9,647Timeline
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,693 shares; 2024Q4: 3,741 shares; 2025Q1: 3,407 shares; 2025Q2: 5,882 shares; 2025Q3: 3,564 shares 3,564$1.72M<0.01%-2,318
FDDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,482 shares; 2024Q4: 46,194 shares; 2025Q1: 54,348 shares; 2025Q2: 60,260 shares; 2025Q3: 106,452 shares 106,452$1.72M<0.01%+46,192Timeline
TAFIAB ACTIVE ETFS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,124 shares; 2024Q4: 78,512 shares; 2025Q1: 78,218 shares; 2025Q2: 69,445 shares; 2025Q3: 67,820 shares 67,820$1.72M<0.01%-1,625Timeline
APRWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,347 shares; 2024Q4: 45,557 shares; 2025Q1: 42,552 shares; 2025Q2: 49,898 shares; 2025Q3: 49,989 shares 49,989$1.71M<0.01%+91Timeline
IYEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,448 shares; 2024Q4: 41,510 shares; 2025Q1: 40,267 shares; 2025Q2: 38,935 shares; 2025Q3: 35,983 shares 35,983$1.71M<0.01%-2,952Timeline
FNDASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,265 shares; 2024Q4: 63,400 shares; 2025Q1: 65,824 shares; 2025Q2: 53,094 shares; 2025Q3: 54,882 shares 54,882$1.71M<0.01%+1,788Timeline
FMETFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,437 shares; 2025Q3: 45,044 shares 45,044$1.71M<0.01%-393Timeline
TEVATEVA PHARMACEUTICAL INDS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,536 shares; 2024Q4: 42,663 shares; 2025Q1: 84,263 shares; 2025Q2: 88,393 shares; 2025Q3: 84,353 shares 84,353$1.7M<0.01%-4,040Timeline
BRTRBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,824 shares; 2025Q2: 32,728 shares; 2025Q3: 33,353 shares 33,353$1.7M<0.01%+625Timeline
EMHYISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,077 shares; 2024Q4: 38,364 shares; 2025Q1: 33,290 shares; 2025Q2: 45,889 shares; 2025Q3: 42,756 shares 42,756$1.7M<0.01%-3,133Timeline
QQQEDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,533 shares; 2024Q4: 10,925 shares; 2025Q1: 13,206 shares; 2025Q2: 15,420 shares; 2025Q3: 16,625 shares 16,625$1.69M<0.01%+1,205Timeline
STWDSTARWOOD PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,436 shares; 2024Q4: 93,379 shares; 2025Q1: 103,826 shares; 2025Q2: 87,310 shares; 2025Q3: 87,143 shares 87,143$1.69M<0.01%-167Timeline
ETWEATON VANCE TAX-MANAGED GLOBQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420,994 shares; 2024Q4: 410,853 shares; 2025Q1: 336,599 shares; 2025Q2: 293,571 shares; 2025Q3: 186,328 shares 186,328$1.69M<0.01%-107,243Timeline
AURAURORA INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,621 shares; 2024Q4: 34,175 shares; 2025Q1: 62,998 shares; 2025Q2: 274,557 shares; 2025Q3: 312,277 shares 312,277$1.68M<0.01%+37,720Timeline
DECKDECKERS OUTDOOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,465 shares; 2024Q4: 15,158 shares; 2025Q1: 17,864 shares; 2025Q2: 9,341 shares; 2025Q3: 16,570 shares 16,570$1.68M<0.01%+7,229Timeline
FHNFIRST HORIZON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,370 shares; 2024Q4: 75,539 shares; 2025Q1: 77,020 shares; 2025Q2: 72,851 shares; 2025Q3: 74,195 shares 74,195$1.68M<0.01%+1,344Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,539 shares; 2024Q4: 9,507 shares; 2025Q1: 7,300 shares; 2025Q2: 8,000 shares; 2025Q3: 13,950 shares 13,950$1.68M<0.01%+5,950Timeline
STAGSTAG INDUSTRIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,799 shares; 2024Q4: 40,624 shares; 2025Q1: 40,420 shares; 2025Q2: 40,229 shares; 2025Q3: 47,343 shares 47,343$1.67M<0.01%+7,114Timeline
DBCINVESCO DB COMMDY INDX TRCKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,033 shares; 2024Q4: 96,305 shares; 2025Q1: 89,680 shares; 2025Q2: 76,398 shares; 2025Q3: 74,165 shares 74,165$1.67M<0.01%-2,233Timeline
XTLSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,260 shares; 2025Q1: 4,668 shares; 2025Q2: 16,513 shares; 2025Q3: 11,912 shares 11,912$1.67M<0.01%-4,601Timeline
DIHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,549 shares; 2024Q4: 48,289 shares; 2025Q1: 46,020 shares; 2025Q2: 44,444 shares; 2025Q3: 54,800 shares 54,800$1.67M<0.01%+10,356Timeline
MSIFMSC INCOME FUND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 126,913 shares 126,913$1.67M<0.01%newTimeline
EPAMEPAM SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,809 shares; 2024Q4: 1,224 shares; 2025Q1: not reported; 2025Q2: 10,711 shares; 2025Q3: 11,035 shares 11,035$1.66M<0.01%+324Timeline
BIPBROOKFIELD INFRASTRUCTURE PAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,108 shares; 2024Q4: 14,733 shares; 2025Q1: 12,152 shares; 2025Q2: 12,192 shares; 2025Q3: 50,536 shares 50,536$1.66M<0.01%+38,344Timeline
VRSNVERISIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,462 shares; 2024Q4: 4,590 shares; 2025Q1: 6,100 shares; 2025Q2: 5,844 shares; 2025Q3: 5,939 shares 5,939$1.66M<0.01%+95Timeline
ZFEBINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,087 shares; 2025Q2: 73,323 shares; 2025Q3: 66,431 shares 66,431$1.66M<0.01%-6,892Timeline
BDECINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,656 shares; 2024Q4: 51,527 shares; 2025Q1: 49,662 shares; 2025Q2: 46,244 shares; 2025Q3: 34,592 shares 34,592$1.66M<0.01%-11,652Timeline
IGHGPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,744 shares; 2024Q4: 16,149 shares; 2025Q1: 21,248 shares; 2025Q2: 21,625 shares; 2025Q3: 20,976 shares 20,976$1.66M<0.01%-649Timeline
SDOGALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,037 shares; 2024Q4: 29,380 shares; 2025Q1: 26,830 shares; 2025Q2: 26,678 shares; 2025Q3: 27,500 shares 27,500$1.66M<0.01%+822Timeline
SCHJSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,665 shares; 2024Q4: 47,187 shares; 2025Q1: 68,197 shares; 2025Q2: 62,613 shares; 2025Q3: 66,326 shares 66,326$1.66M<0.01%+3,713Timeline
WSBCWESBANCO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,264 shares; 2024Q4: 10,930 shares; 2025Q1: 39,232 shares; 2025Q2: 52,668 shares; 2025Q3: 51,778 shares 51,778$1.65M<0.01%-890Timeline
DIVGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,317 shares; 2024Q4: 92,841 shares; 2025Q1: 93,122 shares; 2025Q2: 92,713 shares; 2025Q3: 93,401 shares 93,401$1.65M<0.01%+688Timeline
FIDUFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,799 shares; 2024Q4: 19,507 shares; 2025Q1: 19,033 shares; 2025Q2: 17,980 shares; 2025Q3: 20,135 shares 20,135$1.65M<0.01%+2,155Timeline
DLTRDOLLAR TREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,086 shares; 2024Q4: 16,353 shares; 2025Q1: 17,086 shares; 2025Q2: 16,685 shares; 2025Q3: 17,477 shares 17,477$1.65M<0.01%+792Timeline
COKECOCA COLA CONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 603 shares; 2024Q4: 1,057 shares; 2025Q1: 683 shares; 2025Q2: 15,920 shares; 2025Q3: 14,066 shares 14,066$1.65M<0.01%-1,854Timeline
RWKINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,563 shares; 2024Q4: 8,274 shares; 2025Q1: 10,145 shares; 2025Q2: 9,216 shares; 2025Q3: 13,173 shares 13,173$1.65M<0.01%+3,957Timeline
ABEVAMBEV SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 921,373 shares; 2024Q4: 1,106,287 shares; 2025Q1: 956,263 shares; 2025Q2: 902,704 shares; 2025Q3: 737,745 shares 737,745$1.65M<0.01%-164,959Timeline
DESWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,438 shares; 2024Q4: 49,083 shares; 2025Q1: 48,901 shares; 2025Q2: 47,826 shares; 2025Q3: 48,756 shares 48,756$1.64M<0.01%+930Timeline
OCTWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,599 shares; 2024Q4: 32,190 shares; 2025Q1: 52,313 shares; 2025Q2: 42,321 shares; 2025Q3: 42,813 shares 42,813$1.64M<0.01%+492Timeline
FCPIFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,957 shares; 2024Q4: 25,611 shares; 2025Q1: 24,783 shares; 2025Q2: 25,941 shares; 2025Q3: 32,753 shares 32,753$1.64M<0.01%+6,812Timeline
IQIINVESCO QUALITY MUN INCOME TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,705 shares; 2024Q4: 160,730 shares; 2025Q1: 154,013 shares; 2025Q2: 135,503 shares; 2025Q3: 166,448 shares 166,448$1.64M<0.01%+30,945Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,445 shares; 2024Q4: 21,976 shares; 2025Q1: 20,702 shares; 2025Q2: 20,534 shares; 2025Q3: 22,007 shares 22,007$1.64M<0.01%+1,473Timeline
NFGNATIONAL FUEL GAS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,719 shares; 2024Q4: 12,472 shares; 2025Q1: 13,184 shares; 2025Q2: 12,229 shares; 2025Q3: 17,693 shares 17,693$1.63M<0.01%+5,464Timeline
STRKSTRATEGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,933 shares; 2025Q2: 30,945 shares; 2025Q3: 17,819 shares 17,819$1.63M<0.01%-13,126Timeline
IPKWINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,174 shares; 2024Q4: 16,653 shares; 2025Q1: 18,542 shares; 2025Q2: 18,962 shares; 2025Q3: 30,942 shares 30,942$1.63M<0.01%+11,980Timeline
TPZTORTOISE CAPITAL SERIES TRUSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 79,003 shares; 2025Q1: 79,240 shares; 2025Q2: 78,004 shares; 2025Q3: 77,501 shares 77,501$1.63M<0.01%-503Timeline
ICLOINVESCO ACTIVELY MANAGED EXCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,209 shares; 2025Q2: 26,184 shares; 2025Q3: 63,556 shares 63,556$1.63M<0.01%+37,372Timeline
DJUNFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,660 shares; 2024Q4: 25,376 shares; 2025Q1: 30,396 shares; 2025Q2: 35,124 shares; 2025Q3: 34,997 shares 34,997$1.63M<0.01%-127Timeline
TOUST ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,484 shares; 2024Q4: 10,439 shares; 2025Q1: 36,157 shares; 2025Q2: 42,353 shares; 2025Q3: 48,294 shares 48,294$1.62M<0.01%+5,941Timeline
HUBBHUBBELL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,627 shares; 2024Q4: 4,264 shares; 2025Q1: 3,269 shares; 2025Q2: 3,293 shares; 2025Q3: 3,770 shares 3,770$1.62M<0.01%+477Timeline
EBNDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,632 shares; 2024Q4: 114,806 shares; 2025Q1: 77,770 shares; 2025Q2: 85,140 shares; 2025Q3: 75,899 shares 75,899$1.62M<0.01%-9,241Timeline
BXPBXP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,290 shares; 2024Q4: 32,958 shares; 2025Q1: 22,059 shares; 2025Q2: 22,600 shares; 2025Q3: 21,805 shares 21,805$1.62M<0.01%-795Timeline
ANAUTONATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,143 shares; 2024Q4: 7,513 shares; 2025Q1: 7,580 shares; 2025Q2: 7,064 shares; 2025Q3: 7,395 shares 7,395$1.62M<0.01%+331Timeline
ETJEATON VANCE RISK-MANAGED DIVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,732 shares; 2024Q4: 196,088 shares; 2025Q1: 198,106 shares; 2025Q2: 181,450 shares; 2025Q3: 180,001 shares 180,001$1.62M<0.01%-1,449Timeline
KEYKEYCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,169 shares; 2024Q4: 85,142 shares; 2025Q1: 111,757 shares; 2025Q2: 86,152 shares; 2025Q3: 86,542 shares 86,542$1.62M<0.01%+390Timeline
SILJAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,871 shares; 2024Q4: 89,646 shares; 2025Q1: 59,886 shares; 2025Q2: 68,524 shares; 2025Q3: 69,797 shares 69,797$1.61M<0.01%+1,273Timeline
IHAKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,988 shares; 2024Q4: 42,436 shares; 2025Q1: 27,558 shares; 2025Q2: 28,424 shares; 2025Q3: 30,810 shares 30,810$1.61M<0.01%+2,386Timeline
EUFNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,189 shares; 2025Q2: 60,844 shares; 2025Q3: 46,840 shares 46,840$1.61M<0.01%-14,004Timeline
EXASEXACT SCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,628 shares; 2024Q4: 41,733 shares; 2025Q1: 24,829 shares; 2025Q2: 28,383 shares; 2025Q3: 29,374 shares 29,374$1.61M<0.01%+991Timeline
FTWOEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,365 shares; 2024Q4: 46,097 shares; 2025Q1: 35,352 shares; 2025Q2: 32,161 shares; 2025Q3: 40,786 shares 40,786$1.61M<0.01%+8,625Timeline
STXVEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,856 shares; 2024Q4: 198,077 shares; 2025Q1: 202,665 shares; 2025Q2: 52,405 shares; 2025Q3: 49,678 shares 49,678$1.61M<0.01%-2,727Timeline
OAIMUNIFIED SER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,465 shares; 2024Q4: 87,967 shares; 2025Q1: 94,292 shares; 2025Q2: 100,711 shares; 2025Q3: 39,932 shares 39,932$1.61M<0.01%-60,779Timeline
TRITHOMSON REUTERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,448 shares; 2024Q4: 10,501 shares; 2025Q1: 11,277 shares; 2025Q2: 10,959 shares; 2025Q3: 10,342 shares 10,342$1.61M<0.01%-617Timeline
CAVACAVA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,346 shares; 2024Q4: 32,321 shares; 2025Q1: 32,888 shares; 2025Q2: 35,271 shares; 2025Q3: 26,538 shares 26,538$1.6M<0.01%-8,733Timeline
TYTRI CONTL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,405 shares; 2024Q4: 52,762 shares; 2025Q1: 51,617 shares; 2025Q2: 47,101 shares; 2025Q3: 46,945 shares 46,945$1.6M<0.01%-156Timeline
AEHRAEHR TEST SYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,227 shares; 2024Q4: 27,577 shares; 2025Q1: 26,002 shares; 2025Q2: 34,395 shares; 2025Q3: 52,980 shares 52,980$1.59M<0.01%+18,585Timeline
KTBKONTOOR BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,837 shares; 2024Q4: 5,371 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,989 shares 19,989$1.59M<0.01%newTimeline
UECURANIUM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,593 shares; 2024Q4: 161,363 shares; 2025Q1: 172,735 shares; 2025Q2: 159,442 shares; 2025Q3: 119,390 shares 119,390$1.59M<0.01%-40,052Timeline
IATISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,092 shares; 2024Q4: 30,859 shares; 2025Q1: 29,232 shares; 2025Q2: 29,691 shares; 2025Q3: 30,316 shares 30,316$1.59M<0.01%+625Timeline
IEOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,522 shares; 2024Q4: 33,990 shares; 2025Q1: 34,211 shares; 2025Q2: 18,065 shares; 2025Q3: 17,137 shares 17,137$1.59M<0.01%-928Timeline
DDFLINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 78,326 shares 78,326$1.58M<0.01%newTimeline
IDCCINTERDIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,605 shares; 2024Q4: 5,114 shares; 2025Q1: 4,657 shares; 2025Q2: 4,816 shares; 2025Q3: 4,574 shares 4,574$1.58M<0.01%-242Timeline
BANK OF AMER CORPBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 1,209 shares; 2025Q1: 1,306 shares; 2025Q2: 1,269 shares; 2025Q3: 1,234 shares 1,234$1.58M<0.01%-35
CSMPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,917 shares; 2024Q4: 40,231 shares; 2025Q1: 38,910 shares; 2025Q2: 45,730 shares; 2025Q3: 20,609 shares 20,609$1.58M<0.01%-25,121Timeline
UJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,545 shares; 2024Q4: 43,165 shares; 2025Q1: 39,502 shares; 2025Q2: 38,837 shares; 2025Q3: 37,415 shares 37,415$1.58M<0.01%-1,422Timeline
PLTMGRANITESHARES PLATINUM TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 104,235 shares 104,235$1.57M<0.01%newTimeline
CHGXEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58,734 shares; 2025Q3: 57,568 shares 57,568$1.57M<0.01%-1,166Timeline
SMMUPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,974 shares; 2024Q4: 49,673 shares; 2025Q1: 50,541 shares; 2025Q2: 42,231 shares; 2025Q3: 31,052 shares 31,052$1.57M<0.01%-11,179Timeline
LVHDLEGG MASON ETF INVTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,566 shares; 2024Q4: 40,126 shares; 2025Q1: 36,872 shares; 2025Q2: 19,009 shares; 2025Q3: 37,909 shares 37,909$1.57M<0.01%+18,900Timeline
IBDNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,637 shares; 2024Q4: 70,202 shares; 2025Q1: 69,740 shares; 2025Q2: 69,265 shares; 2025Q3: 64,607 shares 64,607$1.56M<0.01%-4,658Timeline
KBWDINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,648 shares; 2024Q4: 119,616 shares; 2025Q1: 106,372 shares; 2025Q2: 110,874 shares; 2025Q3: 115,309 shares 115,309$1.56M<0.01%+4,435Timeline
HTUSCAPITOL SER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,534 shares; 2024Q4: 37,999 shares; 2025Q1: 45,934 shares; 2025Q2: 42,206 shares; 2025Q3: 36,549 shares 36,549$1.56M<0.01%-5,657Timeline
UAUGINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,669 shares; 2024Q4: 41,831 shares; 2025Q1: 36,022 shares; 2025Q2: 34,272 shares; 2025Q3: 39,646 shares 39,646$1.56M<0.01%+5,374Timeline
UAMYUNITED STATES ANTIMONY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 528,050 shares; 2024Q4: 489,531 shares; 2025Q1: 433,048 shares; 2025Q2: 387,698 shares; 2025Q3: 251,208 shares 251,208$1.56M<0.01%-136,490Timeline
PTHINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,226 shares; 2024Q4: 98,562 shares; 2025Q1: 49,739 shares; 2025Q2: 39,167 shares; 2025Q3: 35,329 shares 35,329$1.56M<0.01%-3,838Timeline
TVALT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,425 shares; 2025Q1: 41,938 shares; 2025Q2: 42,503 shares; 2025Q3: 45,629 shares 45,629$1.56M<0.01%+3,126Timeline
MDUMDU RES GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,930 shares; 2024Q4: 51,459 shares; 2025Q1: 66,160 shares; 2025Q2: 78,508 shares; 2025Q3: 87,370 shares 87,370$1.56M<0.01%+8,862Timeline
IPINTERNATIONAL PAPER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,936 shares; 2024Q4: 47,640 shares; 2025Q1: 49,320 shares; 2025Q2: 47,308 shares; 2025Q3: 33,490 shares 33,490$1.55M<0.01%-13,818Timeline
FDTXFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,852 shares; 2024Q4: 17,898 shares; 2025Q1: 34,347 shares; 2025Q2: 39,139 shares; 2025Q3: 38,299 shares 38,299$1.55M<0.01%-840Timeline
VPLSVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,817 shares; 2025Q2: 8,885 shares; 2025Q3: 19,723 shares 19,723$1.55M<0.01%+10,838Timeline
CNICANADIAN NATL RY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,342 shares; 2024Q4: 19,354 shares; 2025Q1: 18,235 shares; 2025Q2: 16,267 shares; 2025Q3: 16,434 shares 16,434$1.55M<0.01%+167Timeline
BAPRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,931 shares; 2024Q4: 49,013 shares; 2025Q1: 39,503 shares; 2025Q2: 42,048 shares; 2025Q3: 33,027 shares 33,027$1.55M<0.01%-9,021Timeline
XMVMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,590 shares; 2024Q4: 25,588 shares; 2025Q1: 28,293 shares; 2025Q2: 27,257 shares; 2025Q3: 25,104 shares 25,104$1.55M<0.01%-2,153Timeline
QSIXPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,959 shares; 2025Q1: 13,239 shares; 2025Q2: 29,823 shares; 2025Q3: 41,767 shares 41,767$1.55M<0.01%+11,944Timeline
LYBLYONDELLBASELL INDUSTRIES NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,836 shares; 2024Q4: 23,993 shares; 2025Q1: 22,864 shares; 2025Q2: 29,555 shares; 2025Q3: 31,463 shares 31,463$1.54M<0.01%+1,908Timeline
FETHFIDELITY ETHEREUM FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,413 shares; 2025Q1: 17,776 shares; 2025Q2: 18,813 shares; 2025Q3: 37,114 shares 37,114$1.54M<0.01%+18,301Timeline
VTESVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,210 shares; 2024Q4: 4,399 shares; 2025Q1: 4,481 shares; 2025Q2: 13,107 shares; 2025Q3: 15,103 shares 15,103$1.54M<0.01%+1,996Timeline
EIXEDISON INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,074 shares; 2024Q4: 31,299 shares; 2025Q1: 25,759 shares; 2025Q2: 28,134 shares; 2025Q3: 27,751 shares 27,751$1.53M<0.01%-383Timeline
RYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,650 shares; 2024Q4: 256,564 shares; 2025Q1: 264,110 shares; 2025Q2: 139,716 shares; 2025Q3: 101,955 shares 101,955$1.53M<0.01%-37,761Timeline
GUNRFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,810 shares; 2024Q4: 30,363 shares; 2025Q1: 31,153 shares; 2025Q2: 31,989 shares; 2025Q3: 35,036 shares 35,036$1.53M<0.01%+3,047Timeline
GSEPFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,280 shares; 2024Q4: 32,472 shares; 2025Q1: 34,674 shares; 2025Q2: 33,720 shares; 2025Q3: 40,237 shares 40,237$1.53M<0.01%+6,517Timeline
PMLPIMCO MUN INCOME FD IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,097 shares; 2024Q4: 18,522 shares; 2025Q1: 14,006 shares; 2025Q2: 19,083 shares; 2025Q3: 193,713 shares 193,713$1.53M<0.01%+174,630Timeline
ONTOONTO INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,897 shares; 2024Q4: 7,300 shares; 2025Q1: 7,300 shares; 2025Q2: 8,137 shares; 2025Q3: 11,838 shares 11,838$1.53M<0.01%+3,701Timeline
BAUGINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,180 shares; 2024Q4: 58,400 shares; 2025Q1: 55,754 shares; 2025Q2: 31,816 shares; 2025Q3: 31,184 shares 31,184$1.53M<0.01%-632Timeline
INODINNODATA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,808 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,750 shares; 2025Q3: 19,823 shares 19,823$1.53M<0.01%+15,073Timeline
TMFSRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,232 shares; 2024Q4: 39,460 shares; 2025Q1: 39,039 shares; 2025Q2: 41,705 shares; 2025Q3: 44,290 shares 44,290$1.53M<0.01%+2,585Timeline
GLPGLOBAL PARTNERS LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,208 shares; 2024Q4: 30,971 shares; 2025Q1: 31,230 shares; 2025Q2: 31,470 shares; 2025Q3: 31,737 shares 31,737$1.52M<0.01%+267Timeline
GMMATIDAL TRUST IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,001 shares; 2025Q1: 26,276 shares; 2025Q2: 58,867 shares; 2025Q3: 71,785 shares 71,785$1.52M<0.01%+12,918Timeline
ORIOLD REP INTL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,038 shares; 2024Q4: 30,941 shares; 2025Q1: 30,672 shares; 2025Q2: 31,726 shares; 2025Q3: 35,693 shares 35,693$1.52M<0.01%+3,967Timeline
BOCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,613 shares; 2024Q4: 44,728 shares; 2025Q1: 43,605 shares; 2025Q2: 37,836 shares; 2025Q3: 31,283 shares 31,283$1.51M<0.01%-6,553Timeline
ELCVSTRATEGY SHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 93,900 shares; 2025Q1: 115,571 shares; 2025Q2: 131,359 shares; 2025Q3: 56,605 shares 56,605$1.51M<0.01%-74,754Timeline
HMOPHARTFORD FDS EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,703 shares; 2024Q4: 37,384 shares; 2025Q1: 31,159 shares; 2025Q2: 32,214 shares; 2025Q3: 38,856 shares 38,856$1.51M<0.01%+6,642Timeline
DRLLEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,984 shares; 2024Q4: 77,430 shares; 2025Q1: 96,212 shares; 2025Q2: 55,426 shares; 2025Q3: 52,366 shares 52,366$1.51M<0.01%-3,060Timeline
EXEEXPAND ENERGY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,119 shares; 2024Q4: 13,415 shares; 2025Q1: 12,422 shares; 2025Q2: 13,483 shares; 2025Q3: 14,165 shares 14,165$1.5M<0.01%+682Timeline
GPIQGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,605 shares; 2024Q4: 18,691 shares; 2025Q1: not reported; 2025Q2: 9,659 shares; 2025Q3: 28,686 shares 28,686$1.5M<0.01%+19,027Timeline
HRLHORMEL FOODS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,637 shares; 2024Q4: 51,001 shares; 2025Q1: 83,141 shares; 2025Q2: 52,592 shares; 2025Q3: 60,778 shares 60,778$1.5M<0.01%+8,186Timeline
RSPGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,009 shares; 2024Q4: 9,508 shares; 2025Q1: 16,484 shares; 2025Q2: 19,451 shares; 2025Q3: 18,875 shares 18,875$1.5M<0.01%-576Timeline
DFISDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,190 shares; 2024Q4: 28,612 shares; 2025Q1: 35,337 shares; 2025Q2: 42,784 shares; 2025Q3: 47,352 shares 47,352$1.5M<0.01%+4,568Timeline
BGBUNGE GLOBAL SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,520 shares; 2024Q4: 17,216 shares; 2025Q1: 17,926 shares; 2025Q2: 18,164 shares; 2025Q3: 18,413 shares 18,413$1.5M<0.01%+249Timeline
ASOACADEMY SPORTS & OUTDOORS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,551 shares; 2024Q4: 30,214 shares; 2025Q1: 30,905 shares; 2025Q2: 29,662 shares; 2025Q3: 29,894 shares 29,894$1.5M<0.01%+232Timeline
POWLPOWELL INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,491 shares; 2024Q4: 13,959 shares; 2025Q1: 10,761 shares; 2025Q2: 7,382 shares; 2025Q3: 4,898 shares 4,898$1.49M<0.01%-2,484Timeline
ASMAVINO SILVER & GOLD MINES LTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,750 shares; 2024Q4: 166,889 shares; 2025Q1: 187,789 shares; 2025Q2: 432,820 shares; 2025Q3: 284,350 shares 284,350$1.49M<0.01%-148,470Timeline
DOGGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,079 shares; 2024Q4: 58,336 shares; 2025Q1: 75,344 shares; 2025Q2: 76,713 shares; 2025Q3: 74,707 shares 74,707$1.49M<0.01%-2,006Timeline
HQHABRDN HEALTHCARE INVESTORSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,168 shares; 2024Q4: 70,628 shares; 2025Q1: 83,775 shares; 2025Q2: 78,836 shares; 2025Q3: 80,705 shares 80,705$1.49M<0.01%+1,869Timeline
APUETRUST FOR PROFESSIONAL MANAGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,034 shares; 2024Q4: 11,666 shares; 2025Q1: 23,362 shares; 2025Q2: 34,304 shares; 2025Q3: 36,525 shares 36,525$1.49M<0.01%+2,221Timeline
GLRYNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,417 shares; 2024Q4: 33,080 shares; 2025Q1: 36,509 shares; 2025Q2: 44,971 shares; 2025Q3: 40,023 shares 40,023$1.49M<0.01%-4,948Timeline
STXGEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,896 shares; 2025Q3: 29,706 shares 29,706$1.48M<0.01%+1,810Timeline
JANWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,504 shares; 2024Q4: 45,179 shares; 2025Q1: 47,588 shares; 2025Q2: 42,628 shares; 2025Q3: 40,982 shares 40,982$1.48M<0.01%-1,646Timeline
QLDPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,902 shares; 2024Q4: 20,830 shares; 2025Q1: 13,394 shares; 2025Q2: 10,684 shares; 2025Q3: 10,790 shares 10,790$1.48M<0.01%+106Timeline
VTRSVIATRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,728 shares; 2024Q4: 137,390 shares; 2025Q1: 143,043 shares; 2025Q2: 150,237 shares; 2025Q3: 149,368 shares 149,368$1.48M<0.01%-869Timeline
HIMUBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,713 shares; 2025Q2: 33,006 shares; 2025Q3: 29,939 shares 29,939$1.47M<0.01%-3,067Timeline
PMMFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,641 shares 14,641$1.47M<0.01%newTimeline
FPAGINVESTMENT MANAGERS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,390 shares; 2025Q3: 40,864 shares 40,864$1.47M<0.01%+27,474Timeline
TRNDPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,066 shares; 2024Q4: 44,658 shares; 2025Q1: 42,815 shares; 2025Q2: 43,206 shares; 2025Q3: 43,567 shares 43,567$1.46M<0.01%+361Timeline
ALAITHE ALGER ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,278 shares; 2025Q1: 14,949 shares; 2025Q2: 23,523 shares; 2025Q3: 39,022 shares 39,022$1.46M<0.01%+15,499Timeline
HUBSHUBSPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,121 shares; 2024Q4: 1,390 shares; 2025Q1: 1,281 shares; 2025Q2: 1,333 shares; 2025Q3: 3,122 shares 3,122$1.46M<0.01%+1,789Timeline
GNWGENWORTH FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,467 shares; 2024Q4: 43,512 shares; 2025Q1: 39,340 shares; 2025Q2: 39,348 shares; 2025Q3: 163,668 shares 163,668$1.46M<0.01%+124,320Timeline
COPXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,066 shares; 2024Q4: 21,055 shares; 2025Q1: 21,327 shares; 2025Q2: 22,341 shares; 2025Q3: 24,367 shares 24,367$1.46M<0.01%+2,026Timeline
PLPLANET LABS PBCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,158 shares; 2025Q3: 112,281 shares 112,281$1.46M<0.01%+94,123Timeline
NNNNNN REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,795 shares; 2024Q4: 41,063 shares; 2025Q1: 28,609 shares; 2025Q2: 29,731 shares; 2025Q3: 34,156 shares 34,156$1.45M<0.01%+4,425Timeline
XSOEWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,009 shares; 2024Q4: 45,891 shares; 2025Q1: 45,520 shares; 2025Q2: 40,609 shares; 2025Q3: 38,303 shares 38,303$1.45M<0.01%-2,306Timeline
HEDJWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,036 shares; 2024Q4: 42,364 shares; 2025Q1: 53,758 shares; 2025Q2: 47,553 shares; 2025Q3: 28,778 shares 28,778$1.45M<0.01%-18,775Timeline
ALNYALNYLAM PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 789 shares; 2025Q2: 1,384 shares; 2025Q3: 3,180 shares 3,180$1.45M<0.01%+1,796Timeline
BTOHANCOCK JOHN FINL OPPTYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,899 shares; 2024Q4: 38,083 shares; 2025Q1: 37,479 shares; 2025Q2: 38,018 shares; 2025Q3: 40,237 shares 40,237$1.45M<0.01%+2,219Timeline
XCHYXCALAMOS CONV & HIGH INCOME FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,015 shares; 2024Q4: 106,807 shares; 2025Q1: 105,577 shares; 2025Q2: 119,862 shares; 2025Q3: 128,853 shares 128,853$1.45M<0.01%+8,991Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,873 shares; 2024Q4: 35,583 shares; 2025Q1: 36,371 shares; 2025Q2: 39,072 shares; 2025Q3: 45,803 shares 45,803$1.44M<0.01%+6,731Timeline
CRTCDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,527 shares; 2024Q4: 16,751 shares; 2025Q1: 40,291 shares; 2025Q2: 39,750 shares; 2025Q3: 39,648 shares 39,648$1.44M<0.01%-102Timeline
TET1 ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,512 shares; 2024Q4: 238,637 shares; 2025Q1: 379,637 shares; 2025Q2: 553,437 shares; 2025Q3: 661,437 shares 661,437$1.44M<0.01%+108,000Timeline
CXSEWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,107 shares; 2024Q4: 135,537 shares; 2025Q1: 8,515 shares; 2025Q2: 8,613 shares; 2025Q3: 32,353 shares 32,353$1.44M<0.01%+23,740Timeline
FXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,046 shares; 2024Q4: 180,628 shares; 2025Q1: 41,704 shares; 2025Q2: 33,421 shares; 2025Q3: 34,904 shares 34,904$1.44M<0.01%+1,483Timeline
IBHGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,745 shares; 2024Q4: 50,203 shares; 2025Q1: 59,052 shares; 2025Q2: 62,926 shares; 2025Q3: 63,862 shares 63,862$1.44M<0.01%+936Timeline
PIEINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,630 shares; 2024Q4: 217,391 shares; 2025Q1: 77,421 shares; 2025Q2: 60,625 shares; 2025Q3: 58,653 shares 58,653$1.43M<0.01%-1,972Timeline
BDGSEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,805 shares; 2025Q2: 38,988 shares; 2025Q3: 41,656 shares 41,656$1.43M<0.01%+2,668Timeline
WSOWATSCO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,743 shares; 2024Q4: 3,582 shares; 2025Q1: 3,431 shares; 2025Q2: 3,709 shares; 2025Q3: 3,532 shares 3,532$1.43M<0.01%-177Timeline
GDECFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,211 shares; 2024Q4: 25,120 shares; 2025Q1: 35,724 shares; 2025Q2: 39,230 shares; 2025Q3: 38,883 shares 38,883$1.43M<0.01%-347Timeline
BBEUJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,989 shares; 2024Q4: 13,752 shares; 2025Q1: 16,884 shares; 2025Q2: 19,199 shares; 2025Q3: 20,443 shares 20,443$1.42M<0.01%+1,244Timeline
ZBHZIMMER BIOMET HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,867 shares; 2024Q4: 10,633 shares; 2025Q1: 9,543 shares; 2025Q2: 8,644 shares; 2025Q3: 14,441 shares 14,441$1.42M<0.01%+5,797Timeline
DBRGDIGITALBRIDGE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,893 shares; 2024Q4: 123,564 shares; 2025Q1: 86,921 shares; 2025Q2: 121,815 shares; 2025Q3: 121,273 shares 121,273$1.42M<0.01%-542Timeline
LDSFFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,825 shares; 2024Q4: 125,785 shares; 2025Q1: 77,093 shares; 2025Q2: 74,805 shares; 2025Q3: 74,062 shares 74,062$1.42M<0.01%-743Timeline
SAPSAP SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,515 shares; 2024Q4: 6,453 shares; 2025Q1: 6,300 shares; 2025Q2: 4,498 shares; 2025Q3: 5,293 shares 5,293$1.41M<0.01%+795Timeline
VRSKVERISK ANALYTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,156 shares; 2024Q4: 5,524 shares; 2025Q1: 6,001 shares; 2025Q2: 5,286 shares; 2025Q3: 5,618 shares 5,618$1.41M<0.01%+332Timeline
DUSBDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,790 shares; 2025Q1: 20,469 shares; 2025Q2: 31,138 shares; 2025Q3: 27,824 shares 27,824$1.41M<0.01%-3,314Timeline
SIXJAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,907 shares; 2024Q4: 12,938 shares; 2025Q1: 53,369 shares; 2025Q2: 23,003 shares; 2025Q3: 42,275 shares 42,275$1.41M<0.01%+19,272Timeline
TMHCTAYLOR MORRISON HOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,415 shares; 2024Q4: 23,961 shares; 2025Q1: 22,370 shares; 2025Q2: 21,568 shares; 2025Q3: 21,301 shares 21,301$1.41M<0.01%-267Timeline
IYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,408 shares; 2024Q4: 15,286 shares; 2025Q1: 17,640 shares; 2025Q2: 15,001 shares; 2025Q3: 15,664 shares 15,664$1.4M<0.01%+663Timeline
PNRPENTAIR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,584 shares; 2024Q4: 10,938 shares; 2025Q1: 9,462 shares; 2025Q2: 15,311 shares; 2025Q3: 12,661 shares 12,661$1.4M<0.01%-2,650Timeline
ARESARES MANAGEMENT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,067 shares; 2024Q4: 5,658 shares; 2025Q1: 7,960 shares; 2025Q2: 10,699 shares; 2025Q3: 8,761 shares 8,761$1.4M<0.01%-1,938Timeline
OCTMFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,428 shares; 2025Q1: 23,915 shares; 2025Q2: 43,283 shares; 2025Q3: 43,529 shares 43,529$1.4M<0.01%+246Timeline
BKRBAKER HUGHES COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,220 shares; 2024Q4: 16,606 shares; 2025Q1: 21,919 shares; 2025Q2: 30,434 shares; 2025Q3: 28,717 shares 28,717$1.4M<0.01%-1,717Timeline
PPLTABRDN PLATINUM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,885 shares; 2024Q4: 3,320 shares; 2025Q1: 3,465 shares; 2025Q2: 9,578 shares; 2025Q3: 9,782 shares 9,782$1.4M<0.01%+204Timeline
NUKZEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,605 shares; 2025Q1: 13,850 shares; 2025Q2: 16,019 shares; 2025Q3: 21,495 shares 21,495$1.4M<0.01%+5,476Timeline
HYDBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,648 shares; 2024Q4: 53,363 shares; 2025Q1: 55,444 shares; 2025Q2: 44,203 shares; 2025Q3: 29,182 shares 29,182$1.4M<0.01%-15,021Timeline
XHYIBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,634 shares; 2025Q2: 36,462 shares; 2025Q3: 36,259 shares 36,259$1.4M<0.01%-203Timeline
SPBWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,253 shares; 2025Q3: 51,572 shares 51,572$1.39M<0.01%-11,681Timeline
DGREWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,256 shares; 2024Q4: 47,802 shares; 2025Q1: 48,010 shares; 2025Q2: 47,983 shares; 2025Q3: 48,244 shares 48,244$1.38M<0.01%+261Timeline
CCDCALAMOS DYNAMIC CONV & INCOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,875 shares; 2024Q4: 76,815 shares; 2025Q1: 70,265 shares; 2025Q2: 67,499 shares; 2025Q3: 65,709 shares 65,709$1.38M<0.01%-1,790Timeline
IBHIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,458 shares; 2024Q4: 201,185 shares; 2025Q1: 25,110 shares; 2025Q2: 54,782 shares; 2025Q3: 57,921 shares 57,921$1.38M<0.01%+3,139Timeline
AMCOR PLCAMCOR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,685 shares; 2024Q4: 77,434 shares; 2025Q1: 82,025 shares; 2025Q2: 102,170 shares; 2025Q3: 168,829 shares 168,829$1.38M<0.01%+66,659
FPEIFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,106 shares; 2024Q4: 46,411 shares; 2025Q1: 43,312 shares; 2025Q2: 41,266 shares; 2025Q3: 71,381 shares 71,381$1.38M<0.01%+30,115Timeline
ZBRAZEBRA TECHNOLOGIES CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,979 shares; 2024Q4: 5,116 shares; 2025Q1: 4,317 shares; 2025Q2: 4,073 shares; 2025Q3: 4,641 shares 4,641$1.38M<0.01%+568Timeline
TTANSERVICETITAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,255 shares; 2025Q3: 13,659 shares 13,659$1.38M<0.01%+10,404Timeline
SPHSUBURBAN PROPANE PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,117 shares; 2024Q4: 61,847 shares; 2025Q1: 60,265 shares; 2025Q2: 58,847 shares; 2025Q3: 73,859 shares 73,859$1.38M<0.01%+15,012Timeline
ASLVALLSPRING EXCHANGE TRADED FUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,090 shares; 2025Q3: 49,966 shares 49,966$1.38M<0.01%-1,124Timeline
SNXTD SYNNEX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,881 shares; 2024Q4: 6,576 shares; 2025Q1: 7,361 shares; 2025Q2: 7,535 shares; 2025Q3: 8,397 shares 8,397$1.38M<0.01%+862Timeline
EQXEQUINOX GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,714 shares; 2024Q4: 84,171 shares; 2025Q1: 86,161 shares; 2025Q2: 106,978 shares; 2025Q3: 122,628 shares 122,628$1.37M<0.01%+15,650Timeline
GYLDARROW ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,774 shares; 2024Q4: 89,494 shares; 2025Q1: 96,135 shares; 2025Q2: 99,657 shares; 2025Q3: 102,661 shares 102,661$1.37M<0.01%+3,004Timeline
ZIMZIM INTEGRATED SHIPPING SERVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,320 shares; 2024Q4: 90,939 shares; 2025Q1: 97,812 shares; 2025Q2: 116,362 shares; 2025Q3: 100,958 shares 100,958$1.37M<0.01%-15,404Timeline
ACLSAXCELIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,595 shares; 2024Q4: 8,804 shares; 2025Q1: 12,168 shares; 2025Q2: 13,967 shares; 2025Q3: 13,961 shares 13,961$1.36M<0.01%-6Timeline
MOTGVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,874 shares; 2024Q4: 23,809 shares; 2025Q1: 26,608 shares; 2025Q2: 27,254 shares; 2025Q3: 30,267 shares 30,267$1.36M<0.01%+3,013Timeline
TRPTC ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,012 shares; 2024Q4: 26,340 shares; 2025Q1: 25,547 shares; 2025Q2: 25,682 shares; 2025Q3: 25,023 shares 25,023$1.36M<0.01%-659Timeline
ABRARBOR REALTY TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 447,109 shares; 2024Q4: 472,049 shares; 2025Q1: 499,202 shares; 2025Q2: 141,340 shares; 2025Q3: 111,454 shares 111,454$1.36M<0.01%-29,886Timeline
BMOBANK OF MONTREALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,751 shares; 2024Q4: 10,855 shares; 2025Q1: 10,344 shares; 2025Q2: 10,624 shares; 2025Q3: 10,428 shares 10,428$1.36M<0.01%-196Timeline
CRBUCARIBOU BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 612,412 shares; 2025Q2: 584,446 shares; 2025Q3: 582,387 shares 582,387$1.36M<0.01%-2,059Timeline
CPBTHE CAMPBELLS COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,327 shares; 2024Q4: 34,102 shares; 2025Q1: 35,634 shares; 2025Q2: 33,954 shares; 2025Q3: 42,910 shares 42,910$1.35M<0.01%+8,956Timeline
ILDRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,474 shares; 2024Q4: 13,799 shares; 2025Q1: 13,755 shares; 2025Q2: 13,443 shares; 2025Q3: 41,811 shares 41,811$1.35M<0.01%+28,368Timeline
SOLVSOLVENTUM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,530 shares; 2024Q4: 19,788 shares; 2025Q1: 18,893 shares; 2025Q2: 18,090 shares; 2025Q3: 18,462 shares 18,462$1.35M<0.01%+372Timeline
TLNTALEN ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,495 shares; 2025Q2: 2,723 shares; 2025Q3: 3,161 shares 3,161$1.34M<0.01%+438Timeline
RKTROCKET COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,489 shares; 2024Q4: 27,996 shares; 2025Q1: 25,811 shares; 2025Q2: 25,882 shares; 2025Q3: 69,240 shares 69,240$1.34M<0.01%+43,358Timeline
KRMNKARMAN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,574 shares 18,574$1.34M<0.01%newTimeline
FEMBFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,133 shares; 2024Q4: 20,546 shares; 2025Q1: 21,277 shares; 2025Q2: 44,417 shares; 2025Q3: 45,709 shares 45,709$1.34M<0.01%+1,292Timeline
MLIMUELLER INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,751 shares; 2024Q4: 6,264 shares; 2025Q1: 7,699 shares; 2025Q2: 8,981 shares; 2025Q3: 13,238 shares 13,238$1.34M<0.01%+4,257Timeline
DRVNDRIVEN BRANDS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,761 shares; 2024Q4: 103,046 shares; 2025Q1: 81,347 shares; 2025Q2: 82,310 shares; 2025Q3: 82,973 shares 82,973$1.34M<0.01%+663Timeline
BSCVINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,386 shares; 2024Q4: 40,390 shares; 2025Q1: 70,092 shares; 2025Q2: 66,875 shares; 2025Q3: 80,182 shares 80,182$1.34M<0.01%+13,307Timeline
WESWESTERN MIDSTREAM PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,950 shares; 2024Q4: 23,998 shares; 2025Q1: 26,483 shares; 2025Q2: 29,508 shares; 2025Q3: 33,953 shares 33,953$1.33M<0.01%+4,445Timeline
FXNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,572 shares; 2024Q4: 277,756 shares; 2025Q1: 110,039 shares; 2025Q2: 95,157 shares; 2025Q3: 81,760 shares 81,760$1.33M<0.01%-13,397Timeline
TEQIT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,928 shares; 2024Q4: 29,989 shares; 2025Q1: 28,917 shares; 2025Q2: 30,303 shares; 2025Q3: 30,390 shares 30,390$1.33M<0.01%+87Timeline
BHMBLUEROCK HOMES TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,850 shares; 2024Q4: 120,819 shares; 2025Q1: 99,444 shares; 2025Q2: 102,618 shares; 2025Q3: 111,198 shares 111,198$1.33M<0.01%+8,580Timeline
SYMSYMBOTIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,103 shares; 2024Q4: 12,921 shares; 2025Q1: 15,658 shares; 2025Q2: 31,687 shares; 2025Q3: 24,700 shares 24,700$1.33M<0.01%-6,987Timeline
FTRBFEDERATED HERMES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,935 shares; 2024Q4: 190,996 shares; 2025Q1: 184,404 shares; 2025Q2: 154,910 shares; 2025Q3: 52,416 shares 52,416$1.33M<0.01%-102,494Timeline
MOSMOSAIC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,210 shares; 2024Q4: 41,341 shares; 2025Q1: 56,284 shares; 2025Q2: 61,521 shares; 2025Q3: 38,357 shares 38,357$1.33M<0.01%-23,164Timeline
TPRTAPESTRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,927 shares; 2024Q4: 8,762 shares; 2025Q1: 8,258 shares; 2025Q2: 8,311 shares; 2025Q3: 11,741 shares 11,741$1.33M<0.01%+3,430Timeline
SOCLGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,997 shares; 2024Q4: 22,480 shares; 2025Q1: 23,733 shares; 2025Q2: 19,720 shares; 2025Q3: 21,803 shares 21,803$1.32M<0.01%+2,083Timeline
RLYSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,537 shares; 2025Q1: 15,388 shares; 2025Q2: 20,622 shares; 2025Q3: 42,827 shares 42,827$1.32M<0.01%+22,205Timeline
SUNSUNOCO LP/SUNOCO FIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,741 shares; 2024Q4: 24,088 shares; 2025Q1: 25,232 shares; 2025Q2: 24,423 shares; 2025Q3: 26,412 shares 26,412$1.32M<0.01%+1,989Timeline
ONLNPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,492 shares; 2024Q4: 6,323 shares; 2025Q1: 6,236 shares; 2025Q2: 5,146 shares; 2025Q3: 21,742 shares 21,742$1.32M<0.01%+16,596Timeline
EDGFADVISORS INNER CIRCLE FD IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,419 shares; 2025Q1: 36,613 shares; 2025Q2: 57,586 shares; 2025Q3: 53,144 shares 53,144$1.32M<0.01%-4,442Timeline
REZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,413 shares; 2024Q4: 32,655 shares; 2025Q1: 15,957 shares; 2025Q2: 15,374 shares; 2025Q3: 15,506 shares 15,506$1.32M<0.01%+132Timeline
USACUSA COMPRESSION PARTNERS LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,055 shares; 2024Q4: 48,875 shares; 2025Q1: 56,168 shares; 2025Q2: 54,499 shares; 2025Q3: 54,909 shares 54,909$1.32M<0.01%+410Timeline
BROSDUTCH BROS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,787 shares; 2024Q4: 20,707 shares; 2025Q1: 21,385 shares; 2025Q2: 22,158 shares; 2025Q3: 25,149 shares 25,149$1.32M<0.01%+2,991Timeline
CPSJCALAMOS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,143 shares; 2024Q4: 158,334 shares; 2025Q1: 158,693 shares; 2025Q2: 137,647 shares; 2025Q3: 49,418 shares 49,418$1.31M<0.01%-88,229Timeline
XVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,423 shares; 2024Q4: 26,397 shares; 2025Q1: 24,800 shares; 2025Q2: 24,740 shares; 2025Q3: 25,457 shares 25,457$1.31M<0.01%+717Timeline
RABROOKFIELD REAL ASSETS INCOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,205 shares; 2024Q4: 95,996 shares; 2025Q1: 93,824 shares; 2025Q2: 92,849 shares; 2025Q3: 98,233 shares 98,233$1.31M<0.01%+5,384Timeline
DFGPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,953 shares; 2024Q4: 15,220 shares; 2025Q1: 16,071 shares; 2025Q2: 16,823 shares; 2025Q3: 23,589 shares 23,589$1.31M<0.01%+6,766Timeline
VTWVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,240 shares; 2024Q4: 9,068 shares; 2025Q1: 8,786 shares; 2025Q2: 8,963 shares; 2025Q3: 8,407 shares 8,407$1.31M<0.01%-556Timeline
QUBTQUANTUM COMPUTING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,993 shares; 2025Q1: 33,724 shares; 2025Q2: 41,117 shares; 2025Q3: 71,156 shares 71,156$1.31M<0.01%+30,039Timeline
BSJQINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,253 shares; 2024Q4: 20,039 shares; 2025Q1: 31,229 shares; 2025Q2: 44,299 shares; 2025Q3: 55,962 shares 55,962$1.31M<0.01%+11,663Timeline
OZKBANK OZK LITTLE ROCK ARKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,030 shares; 2024Q4: 22,607 shares; 2025Q1: 23,693 shares; 2025Q2: 26,878 shares; 2025Q3: 25,680 shares 25,680$1.31M<0.01%-1,198Timeline
HUMHUMANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,065 shares; 2024Q4: 4,463 shares; 2025Q1: 4,608 shares; 2025Q2: 4,585 shares; 2025Q3: 5,025 shares 5,025$1.31M<0.01%+440Timeline
YUMCYUM CHINA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,054 shares; 2024Q4: 33,689 shares; 2025Q1: 34,115 shares; 2025Q2: 31,586 shares; 2025Q3: 30,358 shares 30,358$1.3M<0.01%-1,228Timeline
ENFRALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,864 shares; 2024Q4: 22,287 shares; 2025Q1: 31,442 shares; 2025Q2: 39,350 shares; 2025Q3: 40,139 shares 40,139$1.3M<0.01%+789Timeline
BYBYLINE BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,633 shares; 2024Q4: 46,970 shares; 2025Q1: 46,718 shares; 2025Q2: 46,918 shares; 2025Q3: 46,918 shares 46,918$1.3M<0.01%0Timeline
RFGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,184 shares; 2024Q4: 30,188 shares; 2025Q1: 27,226 shares; 2025Q2: 24,450 shares; 2025Q3: 25,492 shares 25,492$1.3M<0.01%+1,042Timeline
CLSKCLEANSPARK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,385 shares; 2024Q4: 86,898 shares; 2025Q1: 99,315 shares; 2025Q2: 89,174 shares; 2025Q3: 89,179 shares 89,179$1.29M<0.01%+5Timeline
XCEMCOLUMBIA ETF TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,681 shares; 2024Q4: 37,554 shares; 2025Q1: 9,719 shares; 2025Q2: 9,904 shares; 2025Q3: 35,593 shares 35,593$1.29M<0.01%+25,689Timeline
CFOVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,050 shares; 2024Q4: 21,783 shares; 2025Q1: 18,755 shares; 2025Q2: 17,606 shares; 2025Q3: 17,472 shares 17,472$1.29M<0.01%-134Timeline
DTCRGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,182 shares; 2024Q4: 18,729 shares; 2025Q1: 42,184 shares; 2025Q2: 47,234 shares; 2025Q3: 62,878 shares 62,878$1.29M<0.01%+15,644Timeline
DWMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,528 shares; 2024Q4: 17,325 shares; 2025Q1: 17,770 shares; 2025Q2: 18,746 shares; 2025Q3: 19,451 shares 19,451$1.29M<0.01%+705Timeline
KIMKIMCO REALTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,721 shares; 2024Q4: 30,410 shares; 2025Q1: 29,796 shares; 2025Q2: 40,712 shares; 2025Q3: 58,903 shares 58,903$1.29M<0.01%+18,191Timeline
FDSFACTSET RESH SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,993 shares; 2024Q4: 3,957 shares; 2025Q1: 3,979 shares; 2025Q2: 3,640 shares; 2025Q3: 4,487 shares 4,487$1.29M<0.01%+847Timeline
RIOTRIOT PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,368 shares; 2024Q4: 70,007 shares; 2025Q1: 55,976 shares; 2025Q2: 44,439 shares; 2025Q3: 67,510 shares 67,510$1.28M<0.01%+23,071Timeline
HYMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,503 shares; 2024Q4: 30,394 shares; 2025Q1: 21,581 shares; 2025Q2: 33,895 shares; 2025Q3: 51,478 shares 51,478$1.28M<0.01%+17,583Timeline
AIGAMERICAN INTL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,149 shares; 2024Q4: 16,270 shares; 2025Q1: 16,625 shares; 2025Q2: 16,285 shares; 2025Q3: 16,326 shares 16,326$1.28M<0.01%+41Timeline
TWO RDS SHARED TRTWO RDS SHARED TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,070 shares; 2024Q4: 33,424 shares; 2025Q1: 34,038 shares; 2025Q2: 34,469 shares; 2025Q3: 35,605 shares 35,605$1.28M<0.01%+1,136
ARTYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,117 shares; 2024Q4: 22,938 shares; 2025Q1: 23,611 shares; 2025Q2: 25,926 shares; 2025Q3: 27,876 shares 27,876$1.28M<0.01%+1,950Timeline
XPNDFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,700 shares; 2024Q4: 33,536 shares; 2025Q1: 34,748 shares; 2025Q2: 34,870 shares; 2025Q3: 35,128 shares 35,128$1.27M<0.01%+258Timeline
EMNEASTMAN CHEM COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,015 shares; 2024Q4: 31,087 shares; 2025Q1: 17,845 shares; 2025Q2: 18,544 shares; 2025Q3: 20,166 shares 20,166$1.27M<0.01%+1,622Timeline
QMFEFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,666 shares; 2025Q2: 57,076 shares; 2025Q3: 58,497 shares 58,497$1.27M<0.01%+1,421Timeline
EVTRMORGAN STANLEY ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,464 shares; 2024Q4: 13,018 shares; 2025Q1: 22,549 shares; 2025Q2: 19,070 shares; 2025Q3: 24,600 shares 24,600$1.27M<0.01%+5,530Timeline
FINXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,420 shares; 2024Q4: 47,986 shares; 2025Q1: 41,776 shares; 2025Q2: 42,244 shares; 2025Q3: 37,775 shares 37,775$1.27M<0.01%-4,469Timeline
AHLTAMERICAN BEACON SELECT FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,549 shares; 2024Q4: 53,611 shares; 2025Q1: 55,182 shares; 2025Q2: 52,552 shares; 2025Q3: 51,913 shares 51,913$1.26M<0.01%-639Timeline
STTSTATE STR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,671 shares; 2024Q4: 9,672 shares; 2025Q1: 9,770 shares; 2025Q2: 9,121 shares; 2025Q3: 10,870 shares 10,870$1.26M<0.01%+1,749Timeline
TPLTEXAS PACIFIC LAND CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,870 shares; 2024Q4: 2,850 shares; 2025Q1: 1,371 shares; 2025Q2: 1,661 shares; 2025Q3: 1,350 shares 1,350$1.26M<0.01%-311Timeline
WABWABTECQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,214 shares; 2024Q4: 7,888 shares; 2025Q1: 8,014 shares; 2025Q2: 6,944 shares; 2025Q3: 6,281 shares 6,281$1.26M<0.01%-663Timeline
BUYWNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,616 shares; 2024Q4: 39,308 shares; 2025Q1: 34,774 shares; 2025Q2: 48,523 shares; 2025Q3: 88,534 shares 88,534$1.26M<0.01%+40,011Timeline
NTAPNETAPP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,252 shares; 2024Q4: 11,365 shares; 2025Q1: 10,896 shares; 2025Q2: 10,647 shares; 2025Q3: 10,591 shares 10,591$1.25M<0.01%-56Timeline
FTSDFRANKLIN ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,378 shares; 2024Q4: 8,025 shares; 2025Q1: 9,731 shares; 2025Q2: 11,476 shares; 2025Q3: 13,767 shares 13,767$1.25M<0.01%+2,291Timeline
IVLUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,860 shares; 2024Q4: 13,637 shares; 2025Q1: 13,809 shares; 2025Q2: 28,323 shares; 2025Q3: 35,304 shares 35,304$1.25M<0.01%+6,981Timeline
TWO RDS SHARED TRTWO RDS SHARED TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,445 shares; 2024Q4: 31,580 shares; 2025Q1: 35,768 shares; 2025Q2: 36,414 shares; 2025Q3: 37,006 shares 37,006$1.25M<0.01%+592
OMFONEMAIN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,653 shares; 2024Q4: 115,427 shares; 2025Q1: 117,436 shares; 2025Q2: 115,510 shares; 2025Q3: 22,154 shares 22,154$1.25M<0.01%-93,356Timeline
GSUSGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,707 shares; 2025Q3: 13,516 shares 13,516$1.25M<0.01%+8,809Timeline
IAUMISHARES GOLD TRUST MICROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,065 shares; 2025Q2: 30,053 shares; 2025Q3: 32,409 shares 32,409$1.25M<0.01%+2,356Timeline
DEMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,300 shares; 2024Q4: 30,297 shares; 2025Q1: 26,406 shares; 2025Q2: 27,154 shares; 2025Q3: 27,115 shares 27,115$1.25M<0.01%-39Timeline
CIIBLACKROCK ENHANCED LARGE CAPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,058 shares; 2024Q4: 60,276 shares; 2025Q1: 63,704 shares; 2025Q2: 54,187 shares; 2025Q3: 54,172 shares 54,172$1.25M<0.01%-15Timeline
TRFKPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,198 shares; 2025Q3: 18,625 shares 18,625$1.25M<0.01%+14,427Timeline
INCEFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,568 shares; 2024Q4: 21,990 shares; 2025Q1: 21,636 shares; 2025Q2: 21,653 shares; 2025Q3: 21,015 shares 21,015$1.25M<0.01%-638Timeline
CORTCORCEPT THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,855 shares; 2024Q4: 19,766 shares; 2025Q1: 12,005 shares; 2025Q2: 10,272 shares; 2025Q3: 14,943 shares 14,943$1.24M<0.01%+4,671Timeline
ZMZOOM COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,104 shares; 2024Q4: 10,327 shares; 2025Q1: 11,928 shares; 2025Q2: 10,789 shares; 2025Q3: 15,040 shares 15,040$1.24M<0.01%+4,251Timeline
ANFABERCROMBIE & FITCH COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,825 shares; 2024Q4: 4,928 shares; 2025Q1: 14,647 shares; 2025Q2: 13,816 shares; 2025Q3: 14,446 shares 14,446$1.24M<0.01%+630Timeline
SUSUNCOR ENERGY INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,739 shares; 2024Q4: 33,392 shares; 2025Q1: 27,872 shares; 2025Q2: 26,382 shares; 2025Q3: 29,542 shares 29,542$1.24M<0.01%+3,160Timeline
EWGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,799 shares; 2024Q4: 26,190 shares; 2025Q1: 27,406 shares; 2025Q2: 5,702 shares; 2025Q3: 29,676 shares 29,676$1.24M<0.01%+23,974Timeline
ADCAGREE RLTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,022 shares; 2024Q4: 19,168 shares; 2025Q1: 14,644 shares; 2025Q2: 15,816 shares; 2025Q3: 17,365 shares 17,365$1.23M<0.01%+1,549Timeline
TOSTTOAST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,722 shares; 2024Q4: 13,124 shares; 2025Q1: 15,418 shares; 2025Q2: 14,119 shares; 2025Q3: 33,771 shares 33,771$1.23M<0.01%+19,652Timeline
AFGRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,419 shares; 2024Q4: 38,658 shares; 2025Q1: 33,971 shares; 2025Q2: 30,605 shares; 2025Q3: 34,020 shares 34,020$1.23M<0.01%+3,415Timeline
FCORFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,972 shares; 2024Q4: 14,261 shares; 2025Q1: 16,474 shares; 2025Q2: 18,146 shares; 2025Q3: 25,658 shares 25,658$1.23M<0.01%+7,512Timeline
ADVISORS INNER CIRCLE FD IIIADVISORS INNER CIRCLE FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,775 shares; 2024Q4: 43,865 shares; 2025Q1: 42,465 shares; 2025Q2: 41,074 shares; 2025Q3: 41,114 shares 41,114$1.23M<0.01%+40
HASIHA SUSTAINABLE INFRA CAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,347 shares; 2024Q4: 19,100 shares; 2025Q1: 20,811 shares; 2025Q2: 24,242 shares; 2025Q3: 40,112 shares 40,112$1.23M<0.01%+15,870Timeline
FDVFEDERATED HERMES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,506 shares; 2025Q2: 35,231 shares; 2025Q3: 43,016 shares 43,016$1.23M<0.01%+7,785Timeline
GABGABELLI EQUITY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,739 shares; 2024Q4: 66,920 shares; 2025Q1: 65,940 shares; 2025Q2: 59,542 shares; 2025Q3: 201,653 shares 201,653$1.23M<0.01%+142,111Timeline
CLOABLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,592 shares; 2024Q4: 6,875 shares; 2025Q1: 13,829 shares; 2025Q2: 18,139 shares; 2025Q3: 23,564 shares 23,564$1.23M<0.01%+5,425Timeline
RPMRPM INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,012 shares; 2024Q4: 10,621 shares; 2025Q1: 10,622 shares; 2025Q2: 10,571 shares; 2025Q3: 10,372 shares 10,372$1.22M<0.01%-199Timeline
BJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,608 shares; 2024Q4: 28,119 shares; 2025Q1: 32,013 shares; 2025Q2: 30,556 shares; 2025Q3: 23,067 shares 23,067$1.22M<0.01%-7,489Timeline
TBLLINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,446 shares; 2024Q4: 9,363 shares; 2025Q1: 9,363 shares; 2025Q2: 9,234 shares; 2025Q3: 11,542 shares 11,542$1.22M<0.01%+2,308Timeline
CVIEMORGAN STANLEY ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,570 shares; 2025Q2: 14,170 shares; 2025Q3: 17,820 shares 17,820$1.22M<0.01%+3,650Timeline
FFBC1ST FINL BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,976 shares; 2024Q4: 29,908 shares; 2025Q1: 30,198 shares; 2025Q2: 29,829 shares; 2025Q3: 48,135 shares 48,135$1.22M<0.01%+18,306Timeline
SHESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,541 shares; 2024Q4: 6,398 shares; 2025Q1: 6,894 shares; 2025Q2: 7,497 shares; 2025Q3: 9,514 shares 9,514$1.21M<0.01%+2,017Timeline
THCTENET HEALTHCARE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,950 shares; 2024Q4: not reported; 2025Q1: 1,575 shares; 2025Q2: 2,415 shares; 2025Q3: 5,967 shares 5,967$1.21M<0.01%+3,552Timeline
NMFCNEW MTN FIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,669 shares; 2024Q4: 143,394 shares; 2025Q1: 143,111 shares; 2025Q2: 155,504 shares; 2025Q3: 125,750 shares 125,750$1.21M<0.01%-29,754Timeline
CRBNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,090 shares; 2024Q4: 4,088 shares; 2025Q1: 4,802 shares; 2025Q2: 5,158 shares; 2025Q3: 5,319 shares 5,319$1.21M<0.01%+161Timeline
FICOFAIR ISAAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,736 shares; 2024Q4: 1,855 shares; 2025Q1: 1,771 shares; 2025Q2: 1,347 shares; 2025Q3: 806 shares 806$1.21M<0.01%-541Timeline
XHYFBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,277 shares; 2025Q2: 37,038 shares; 2025Q3: 31,562 shares 31,562$1.21M<0.01%-5,476Timeline
AIC3 AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,094 shares; 2024Q4: 52,736 shares; 2025Q1: 38,095 shares; 2025Q2: 53,958 shares; 2025Q3: 69,367 shares 69,367$1.2M<0.01%+15,409Timeline
NNNEXTNAV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,600 shares; 2024Q4: 36,490 shares; 2025Q1: 70,971 shares; 2025Q2: 79,671 shares; 2025Q3: 84,027 shares 84,027$1.2M<0.01%+4,356Timeline
ECOFIN SUSTAINABLE & SOC IM…ECOFIN SUSTAINABLE & SOC IMP TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,781 shares; 2024Q4: 99,282 shares; 2025Q1: 98,304 shares; 2025Q2: 92,907 shares; 2025Q3: 102,001 shares 102,001$1.2M<0.01%+9,094
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,986 shares; 2024Q4: 37,917 shares; 2025Q1: 46,143 shares; 2025Q2: 42,745 shares; 2025Q3: 55,571 shares 55,571$1.2M<0.01%+12,826Timeline
SJNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,097 shares; 2024Q4: 136,539 shares; 2025Q1: 61,751 shares; 2025Q2: 49,584 shares; 2025Q3: 46,821 shares 46,821$1.2M<0.01%-2,763Timeline
GPIXGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,953 shares 22,953$1.2M<0.01%newTimeline
SHMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,344 shares; 2024Q4: 14,787 shares; 2025Q1: 15,505 shares; 2025Q2: 16,172 shares; 2025Q3: 24,752 shares 24,752$1.19M<0.01%+8,580Timeline
MAAMID-AMER APT CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,556 shares; 2024Q4: 7,720 shares; 2025Q1: 8,328 shares; 2025Q2: 8,062 shares; 2025Q3: 8,538 shares 8,538$1.19M<0.01%+476Timeline
ABTCAMERICAN BITCOIN CORP.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 176,949 shares 176,949$1.19M<0.01%newTimeline
NVTNVENT ELEC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,893 shares; 2024Q4: 9,251 shares; 2025Q1: 8,767 shares; 2025Q2: 8,901 shares; 2025Q3: 12,069 shares 12,069$1.19M<0.01%+3,168Timeline
PZAINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,899 shares; 2024Q4: 11,099 shares; 2025Q1: 15,119 shares; 2025Q2: 30,771 shares; 2025Q3: 51,570 shares 51,570$1.19M<0.01%+20,799Timeline
REETISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,162 shares; 2024Q4: 22,007 shares; 2025Q1: 22,564 shares; 2025Q2: 25,252 shares; 2025Q3: 46,509 shares 46,509$1.19M<0.01%+21,257Timeline
GAUGFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,421 shares; 2024Q4: 23,421 shares; 2025Q1: 21,609 shares; 2025Q2: 16,996 shares; 2025Q3: 30,726 shares 30,726$1.19M<0.01%+13,730Timeline
LRNSTRIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,502 shares; 2025Q2: 6,173 shares; 2025Q3: 7,919 shares 7,919$1.18M<0.01%+1,746Timeline
ITMVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,325 shares; 2024Q4: 66,440 shares; 2025Q1: 62,279 shares; 2025Q2: 37,939 shares; 2025Q3: 25,298 shares 25,298$1.18M<0.01%-12,641Timeline
VLTOVERALTO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,190 shares; 2024Q4: 8,671 shares; 2025Q1: 8,784 shares; 2025Q2: 10,036 shares; 2025Q3: 11,052 shares 11,052$1.18M<0.01%+1,016Timeline
BHFBRIGHTHOUSE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,195 shares 22,195$1.18M<0.01%newTimeline
SYFSYNCHRONY FINANCIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,895 shares; 2024Q4: 18,862 shares; 2025Q1: 15,459 shares; 2025Q2: 15,580 shares; 2025Q3: 16,545 shares 16,545$1.18M<0.01%+965Timeline
GVAGRANITE CONSTR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,048 shares; 2024Q4: 11,361 shares; 2025Q1: 10,011 shares; 2025Q2: 9,899 shares; 2025Q3: 10,703 shares 10,703$1.17M<0.01%+804Timeline
PGFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,675 shares; 2024Q4: 105,029 shares; 2025Q1: 89,456 shares; 2025Q2: 83,919 shares; 2025Q3: 80,203 shares 80,203$1.17M<0.01%-3,716Timeline
ESSESSEX PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,425 shares; 2024Q4: 4,322 shares; 2025Q1: 4,269 shares; 2025Q2: 4,440 shares; 2025Q3: 4,376 shares 4,376$1.17M<0.01%-64Timeline
RODMLATTICE STRATEGIES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,849 shares; 2024Q4: 34,348 shares; 2025Q1: 33,655 shares; 2025Q2: 26,113 shares; 2025Q3: 32,966 shares 32,966$1.17M<0.01%+6,853Timeline
ISMDNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,846 shares; 2024Q4: 28,894 shares; 2025Q1: 24,151 shares; 2025Q2: 23,754 shares; 2025Q3: 30,112 shares 30,112$1.17M<0.01%+6,358Timeline
VFVAVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,724 shares; 2024Q4: 7,462 shares; 2025Q1: 7,555 shares; 2025Q2: 8,136 shares; 2025Q3: 9,147 shares 9,147$1.17M<0.01%+1,011Timeline
RSPHINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,188 shares; 2024Q4: 50,971 shares; 2025Q1: 47,505 shares; 2025Q2: 44,819 shares; 2025Q3: 39,652 shares 39,652$1.17M<0.01%-5,167Timeline
IBKRINTERACTIVE BROKERS GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,352 shares; 2024Q4: 3,072 shares; 2025Q1: 3,134 shares; 2025Q2: 16,013 shares; 2025Q3: 16,874 shares 16,874$1.16M<0.01%+861Timeline
VNOMVIPER ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,371 shares 30,371$1.16M<0.01%newTimeline
IDLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,391 shares; 2024Q4: 17,245 shares; 2025Q1: 15,241 shares; 2025Q2: 45,606 shares; 2025Q3: 34,637 shares 34,637$1.16M<0.01%-10,969Timeline
XEADXALLSPRING INCOME OPPORTUNITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,024 shares; 2024Q4: 176,216 shares; 2025Q1: 177,585 shares; 2025Q2: 176,814 shares; 2025Q3: 165,359 shares 165,359$1.16M<0.01%-11,455Timeline
SCLZNORTHERN LTS FD TR IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,916 shares; 2025Q3: 21,326 shares 21,326$1.16M<0.01%+11,410Timeline
AGXARGAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,850 shares; 2025Q1: 3,309 shares; 2025Q2: 4,096 shares; 2025Q3: 4,284 shares 4,284$1.16M<0.01%+188Timeline
POOLPOOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,017 shares; 2024Q4: 4,004 shares; 2025Q1: 3,820 shares; 2025Q2: 3,969 shares; 2025Q3: 3,725 shares 3,725$1.16M<0.01%-244Timeline
NTSXWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,733 shares; 2024Q4: 21,166 shares; 2025Q1: 21,191 shares; 2025Q2: 21,194 shares; 2025Q3: 21,414 shares 21,414$1.16M<0.01%+220Timeline
PINSPINTEREST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,761 shares; 2024Q4: 37,923 shares; 2025Q1: 37,250 shares; 2025Q2: 38,063 shares; 2025Q3: 35,855 shares 35,855$1.15M<0.01%-2,208Timeline
PWZINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,653 shares; 2024Q4: 47,221 shares; 2025Q1: 52,247 shares; 2025Q2: 47,378 shares; 2025Q3: 48,198 shares 48,198$1.15M<0.01%+820Timeline
MARWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,657 shares; 2024Q4: 24,473 shares; 2025Q1: 31,771 shares; 2025Q2: 34,086 shares; 2025Q3: 34,315 shares 34,315$1.15M<0.01%+229Timeline
XSHQINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,829 shares; 2024Q4: 20,309 shares; 2025Q1: 27,221 shares; 2025Q2: 27,052 shares; 2025Q3: 26,767 shares 26,767$1.15M<0.01%-285Timeline
SEIQSEI EXCHANGE TRADED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,279 shares; 2024Q4: 21,986 shares; 2025Q1: 21,180 shares; 2025Q2: 24,494 shares; 2025Q3: 29,782 shares 29,782$1.15M<0.01%+5,288Timeline
RHRHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 856 shares; 2024Q4: 1,615 shares; 2025Q1: 3,986 shares; 2025Q2: 5,101 shares; 2025Q3: 5,662 shares 5,662$1.15M<0.01%+561Timeline
WDFCWD 40 COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,862 shares; 2024Q4: 4,144 shares; 2025Q1: 4,789 shares; 2025Q2: 5,222 shares; 2025Q3: 5,809 shares 5,809$1.15M<0.01%+587Timeline
JPINJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,123 shares; 2024Q4: 7,352 shares; 2025Q1: 7,167 shares; 2025Q2: 7,365 shares; 2025Q3: 17,229 shares 17,229$1.15M<0.01%+9,864Timeline
CPRJCALAMOS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,563 shares; 2024Q4: 132,799 shares; 2025Q1: 132,848 shares; 2025Q2: 120,676 shares; 2025Q3: 43,181 shares 43,181$1.14M<0.01%-77,495Timeline
IDEFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,813 shares 35,813$1.14M<0.01%newTimeline
KCESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,706 shares; 2024Q4: 9,837 shares; 2025Q1: 8,933 shares; 2025Q2: 7,321 shares; 2025Q3: 7,451 shares 7,451$1.14M<0.01%+130Timeline
INCOCOLUMBIA ETF TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,154 shares; 2024Q4: 20,534 shares; 2025Q1: 19,569 shares; 2025Q2: 22,306 shares; 2025Q3: 17,591 shares 17,591$1.14M<0.01%-4,715Timeline
XPOXPO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,954 shares; 2024Q4: 9,816 shares; 2025Q1: 9,450 shares; 2025Q2: 9,223 shares; 2025Q3: 8,796 shares 8,796$1.14M<0.01%-427Timeline
NXENEXGEN ENERGY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,150 shares; 2024Q4: 35,651 shares; 2025Q1: 39,726 shares; 2025Q2: 23,560 shares; 2025Q3: 127,013 shares 127,013$1.14M<0.01%+103,453Timeline
SUSLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,352 shares; 2024Q4: 29,470 shares; 2025Q1: 10,276 shares; 2025Q2: 9,718 shares; 2025Q3: 9,707 shares 9,707$1.14M<0.01%-11Timeline
PNWPINNACLE WEST CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,178 shares; 2024Q4: 9,691 shares; 2025Q1: 9,678 shares; 2025Q2: 11,940 shares; 2025Q3: 12,668 shares 12,668$1.14M<0.01%+728Timeline
LQDIISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,349 shares; 2024Q4: 33,793 shares; 2025Q1: 33,930 shares; 2025Q2: 37,523 shares; 2025Q3: 42,191 shares 42,191$1.14M<0.01%+4,668Timeline
ICFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,488 shares; 2024Q4: 31,919 shares; 2025Q1: 27,596 shares; 2025Q2: 24,846 shares; 2025Q3: 18,407 shares 18,407$1.13M<0.01%-6,439Timeline
IBUFINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,799 shares 39,799$1.13M<0.01%newTimeline
IYTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,220 shares; 2024Q4: 18,752 shares; 2025Q1: 14,452 shares; 2025Q2: 18,359 shares; 2025Q3: 15,768 shares 15,768$1.13M<0.01%-2,591Timeline
TPSCTIMOTHY PLANQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,546 shares; 2024Q4: 61,140 shares; 2025Q1: 67,337 shares; 2025Q2: 62,492 shares; 2025Q3: 27,203 shares 27,203$1.13M<0.01%-35,289Timeline
USOUNITED STS OIL FD LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,793 shares; 2024Q4: 19,563 shares; 2025Q1: 17,530 shares; 2025Q2: 17,567 shares; 2025Q3: 15,327 shares 15,327$1.13M<0.01%-2,240Timeline
CATHGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,030 shares; 2024Q4: 13,201 shares; 2025Q1: 14,448 shares; 2025Q2: 13,351 shares; 2025Q3: 13,924 shares 13,924$1.13M<0.01%+573Timeline
IPAYAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,162 shares; 2024Q4: 19,301 shares; 2025Q1: 19,576 shares; 2025Q2: 19,435 shares; 2025Q3: 19,777 shares 19,777$1.13M<0.01%+342Timeline
ATIATI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,982 shares; 2024Q4: 4,042 shares; 2025Q1: not reported; 2025Q2: 8,893 shares; 2025Q3: 13,847 shares 13,847$1.13M<0.01%+4,954Timeline
EVNEATON VANCE MUN INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,823 shares; 2024Q4: 76,912 shares; 2025Q1: 75,654 shares; 2025Q2: 82,014 shares; 2025Q3: 101,689 shares 101,689$1.13M<0.01%+19,675Timeline
XSLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,353 shares; 2024Q4: 11,960 shares; 2025Q1: 11,936 shares; 2025Q2: 11,873 shares; 2025Q3: 24,250 shares 24,250$1.12M<0.01%+12,377Timeline
CLHCLEAN HARBORS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,070 shares; 2024Q4: 4,512 shares; 2025Q1: 4,634 shares; 2025Q2: 4,985 shares; 2025Q3: 4,833 shares 4,833$1.12M<0.01%-152Timeline
RSSBTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 577,432 shares; 2024Q4: 190,742 shares; 2025Q1: 174,085 shares; 2025Q2: 41,520 shares; 2025Q3: 39,779 shares 39,779$1.12M<0.01%-1,741Timeline
CIFRCIPHER DIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,920 shares; 2024Q4: 62,050 shares; 2025Q1: 79,369 shares; 2025Q2: 87,212 shares; 2025Q3: 88,947 shares 88,947$1.12M<0.01%+1,735Timeline
SMPSTANDARD MTR PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,950 shares; 2025Q3: 27,443 shares 27,443$1.12M<0.01%-4,507Timeline
LSATTWO RDS SHARED TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,938 shares; 2024Q4: 31,379 shares; 2025Q1: 26,547 shares; 2025Q2: 26,462 shares; 2025Q3: 27,059 shares 27,059$1.12M<0.01%+597Timeline
FIGBFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,025 shares; 2024Q4: 24,929 shares; 2025Q1: 23,408 shares; 2025Q2: 23,613 shares; 2025Q3: 25,606 shares 25,606$1.11M<0.01%+1,993Timeline
WTSWATTS WATER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,452 shares; 2024Q4: 1,452 shares; 2025Q1: 1,485 shares; 2025Q2: 1,485 shares; 2025Q3: 3,985 shares 3,985$1.11M<0.01%+2,500Timeline
PEJINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,855 shares; 2024Q4: 9,980 shares; 2025Q1: 20,486 shares; 2025Q2: 17,513 shares; 2025Q3: 18,341 shares 18,341$1.11M<0.01%+828Timeline
YSEPFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,062 shares; 2024Q4: 68,519 shares; 2025Q1: 75,732 shares; 2025Q2: 61,872 shares; 2025Q3: 43,534 shares 43,534$1.11M<0.01%-18,338Timeline
CHDNCHURCHILL DOWNS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,981 shares; 2024Q4: 10,537 shares; 2025Q1: 9,405 shares; 2025Q2: 11,203 shares; 2025Q3: 11,446 shares 11,446$1.11M<0.01%+243Timeline
XRNPXCOHEN & STEERS REIT & PFD &Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,578 shares; 2024Q4: 49,965 shares; 2025Q1: 50,208 shares; 2025Q2: 49,782 shares; 2025Q3: 49,330 shares 49,330$1.11M<0.01%-452Timeline
PSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,346 shares; 2024Q4: 20,422 shares; 2025Q1: 11,243 shares; 2025Q2: 18,447 shares; 2025Q3: 16,069 shares 16,069$1.11M<0.01%-2,378Timeline
INTERPUBLIC GROUP COSINTERPUBLIC GROUP COSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,017 shares; 2024Q4: 19,758 shares; 2025Q1: 19,742 shares; 2025Q2: 36,703 shares; 2025Q3: 39,592 shares 39,592$1.1M<0.01%+2,889
BHRBBURKE HERBERT FINL SVCS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,420 shares; 2024Q4: 12,400 shares; 2025Q1: 12,400 shares; 2025Q2: 16,900 shares; 2025Q3: 17,900 shares 17,900$1.1M<0.01%+1,000Timeline
PSKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,099 shares; 2024Q4: 32,269 shares; 2025Q1: 29,313 shares; 2025Q2: 29,935 shares; 2025Q3: 33,305 shares 33,305$1.1M<0.01%+3,370Timeline
PFLPIMCO INCOME STRATEGY FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,580 shares; 2024Q4: 120,390 shares; 2025Q1: 123,532 shares; 2025Q2: 132,689 shares; 2025Q3: 129,254 shares 129,254$1.1M<0.01%-3,435Timeline
RIVNRIVIAN AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,227 shares; 2024Q4: 90,675 shares; 2025Q1: 88,008 shares; 2025Q2: 93,618 shares; 2025Q3: 74,864 shares 74,864$1.1M<0.01%-18,754Timeline
AMKRAMKOR TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,631 shares 38,631$1.1M<0.01%newTimeline
BDJBLACKROCK ENHANCED EQUITY DIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,775 shares; 2024Q4: 176,197 shares; 2025Q1: 176,809 shares; 2025Q2: 124,285 shares; 2025Q3: 120,142 shares 120,142$1.09M<0.01%-4,143Timeline
FCGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,881 shares; 2024Q4: 75,634 shares; 2025Q1: 57,473 shares; 2025Q2: 52,610 shares; 2025Q3: 46,560 shares 46,560$1.09M<0.01%-6,050Timeline
LADLITHIA MTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,941 shares; 2024Q4: 2,386 shares; 2025Q1: 2,421 shares; 2025Q2: 1,531 shares; 2025Q3: 3,448 shares 3,448$1.09M<0.01%+1,917Timeline
PALLABRDN PALLADIUM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,196 shares; 2025Q1: not reported; 2025Q2: 6,706 shares; 2025Q3: 9,549 shares 9,549$1.09M<0.01%+2,843Timeline
SDSIAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,273 shares; 2024Q4: 16,874 shares; 2025Q1: 6,875 shares; 2025Q2: 19,853 shares; 2025Q3: 21,062 shares 21,062$1.09M<0.01%+1,209Timeline
YOUCLEAR SECURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,828 shares; 2025Q1: 33,984 shares; 2025Q2: 32,468 shares; 2025Q3: 32,591 shares 32,591$1.09M<0.01%+123Timeline
TTCTORO COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,847 shares; 2024Q4: 14,026 shares; 2025Q1: 14,199 shares; 2025Q2: 13,903 shares; 2025Q3: 14,261 shares 14,261$1.09M<0.01%+358Timeline
UJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,563 shares; 2024Q4: 40,289 shares; 2025Q1: 25,736 shares; 2025Q2: 27,346 shares; 2025Q3: 28,445 shares 28,445$1.08M<0.01%+1,099Timeline
TRMKTRUSTMARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,176 shares; 2024Q4: 26,235 shares; 2025Q1: 27,315 shares; 2025Q2: 27,319 shares; 2025Q3: 27,321 shares 27,321$1.08M<0.01%+2Timeline
FRDMEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,331 shares; 2024Q4: 32,863 shares; 2025Q1: 17,953 shares; 2025Q2: 23,269 shares; 2025Q3: 24,363 shares 24,363$1.08M<0.01%+1,094Timeline
JPREJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,246 shares; 2024Q4: 17,973 shares; 2025Q1: 18,696 shares; 2025Q2: 21,066 shares; 2025Q3: 22,473 shares 22,473$1.08M<0.01%+1,407Timeline
LYFTLYFT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,116 shares; 2024Q4: 29,009 shares; 2025Q1: 22,239 shares; 2025Q2: 22,901 shares; 2025Q3: 48,884 shares 48,884$1.08M<0.01%+25,983Timeline
BCVBANCROFT FD LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,381 shares; 2024Q4: 57,000 shares; 2025Q1: 52,342 shares; 2025Q2: 49,567 shares; 2025Q3: 49,158 shares 49,158$1.08M<0.01%-409Timeline
ESNNORTHERN LTS FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61,934 shares; 2025Q3: 63,068 shares 63,068$1.08M<0.01%+1,134Timeline
BBAIBIGBEAR AI HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,360 shares; 2024Q4: 81,096 shares; 2025Q1: 82,626 shares; 2025Q2: 106,665 shares; 2025Q3: 164,883 shares 164,883$1.07M<0.01%+58,218Timeline

Sold out in Q3 2025

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

The largest 100 of 200. All 200

SecurityShares beforeValue beforeType
IVVBBLACKROCK ETF TRUST II271,787$8.43Mshares
FRIFIRST TR EXCHANGE-TRADED FD199,957$5.41Mshares
HTABHARTFORD FDS EXCHANGE TRADED156,823$2.93Mshares
ANSYS INCANSYS INC7,875$2.77Mshares
PRMBPRIMO BRANDS CORPORATION91,849$2.72Mshares
POSTPOST HLDGS INC23,752$2.59Mshares
UWMPROSHARES TR67,930$2.56Mshares
PENPENUMBRA INC9,710$2.49Mshares
WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INC141,227$1.62Mshares
HESS CORPHESS CORP11,403$1.58Mshares
XAPRFIRST TR EXCHNG TRADED FD VI43,265$1.52Mshares
XFEBFIRST TR EXCHNG TRADED FD VI42,774$1.45Mshares
NCLONUSHARES ETF TR56,753$1.43Mshares
HBCPHOMEBANCORP INC24,695$1.28Mshares
DIVZELEVATION SERIES TRUST34,862$1.22Mshares
SHPROSHARES TR30,664$1.22Mshares
NEXTERA ENERGY INCNEXTERA ENERGY INC30,629$1.22Mshares
XAUGFIRST TR EXCHNG TRADED FD VI30,550$1.09Mshares
AGGHSIMPLIFY EXCHANGE TRADED FUN52,008$1.07Mshares
SEZLSEZZLE INC5,742$1.03Mshares
AMERICAN CENTY ETF TRAMERICAN CENTY ETF TR20,889$993Kshares
FRANKLIN TEMPLETON ETF TRFRANKLIN TEMPLETON ETF TR36,804$991Kshares
OXFORD LANE CAP CORPOXFORD LANE CAP CORP230,071$966Kshares
SOUTHSTATE BANK CORPSOUTHSTATE BANK CORP10,156$935Kshares
TIMETIDAL TRUST II36,753$934Kshares
ARIS WATER SOLUTIONS INCARIS WATER SOLUTIONS INC38,729$916Kshares
GNMAISHARES TR20,666$908Kshares
DRSLEONARDO DRS INC18,339$852Kshares
PSMJPACER FDS TR27,932$847Kshares
PBDCPUTNAM ETF TRUST24,458$828Kshares
DECUAIM ETF PRODUCTS TRUST32,519$828Kshares
DIMWISDOMTREE TR9,337$703Kshares
GCORGOLDMAN SACHS ETF TR16,910$699Kshares
DFNLDAVIS FUNDAMENTAL ETF TR16,174$694Kshares
ONCBEONE MEDICINES LTD2,815$681Kshares
RWMPROSHARES TR35,411$666Kshares
ROOTROOT INC5,170$662Kshares
GLNGGOLAR LNG LTD16,039$661Kshares
DOGPROSHARES TR25,906$660Kshares
SMMTSUMMIT THERAPEUTICS INC30,820$656Kshares
PIMCO MUN INCOME FDPIMCO MUN INCOME FD81,686$652Kshares
PARAMOUNT GLOBALPARAMOUNT GLOBAL49,577$640Kshares
TUASIMPLIFY EXCHANGE TRADED FUN27,401$604Kshares
TCOMTRIP COM GROUP LTD10,100$592Kshares
VIPER ENERGY INC-CL AVIPER ENERGY INC-CL A15,133$577Kshares
PGJINVESCO EXCHANGE TRADED FD T19,391$550Kshares
LUNRINTUITIVE MACHINES INC49,843$542Kshares
TURISHARES INC16,788$542Kshares
GLBEGLOBAL E ONLINE LTD16,015$537Kshares
MAG SILVER CORPMAG SILVER CORP25,160$532Kshares
NREFNEXPOINT REAL ESTATE FIN INC37,938$523Kshares
RSPRINVESCO EXCHANGE TRADED FD T14,757$517Kshares
SIMOSILICON MOTION TECHNOLOGY CO6,818$513Kshares
CMBSISHARES TR9,852$480Kshares
FHIFEDERATED HERMES INC10,482$465Kshares
THDISHARES INC8,698$439Kshares
DFSIDIMENSIONAL ETF TRUST10,728$423Kshares
GLOBGLOBANT S A4,588$417Kshares
AMERICAN CENTY ETF TRAMERICAN CENTY ETF TR11,743$415Kshares
GFFGRIFFON CORP5,581$404Kshares
IDRIDAHO STRATEGIC RESOURCES30,712$402Kshares
AGOXSTARBOARD INVT TR13,361$395Kshares
AAPRINNOVATOR ETFS TRUST14,431$393Kshares
PHYLPGIM ETF TR10,998$390Kshares
EGBNEAGLE BANCORPORATION INC19,604$382Kshares
LUCID GROUP INCLUCID GROUP INC178,495$377Kshares
GSR III ACQUISITION CORPGSR III ACQUISITION CORP33,120$357Kshares
ENSTAR GROUP LIMITEDENSTAR GROUP LIMITED1,037$349Kshares
XRMIGLOBAL X FDS19,392$347Kshares
SELVSEI EXCHANGE TRADED FUNDS11,052$346Kshares
BFHBREAD FINANCIAL HOLDINGS INC6,015$344Kshares
URNJSPROTT FDS TR15,963$337Kshares
IRDMIRIDIUM COMMUNICATIONS INC11,167$337Kshares
DIODDIODES INC6,166$326Kshares
XOCTFIRST TR EXCHNG TRADED FD VI9,065$324Kshares
QHYWISDOMTREE TR6,959$321Kshares
SAWSETF SER SOLUTIONS15,952$314Kshares
AVSFAMERICAN CENTY ETF TR6,648$313Kshares
GMS INCGMS INC2,875$313Kshares
RWXSPDR INDEX SHS FDS11,209$307Kshares
AMEDISYS INCAMEDISYS INC3,101$305Kshares
GRYPHON DIGITAL MNG INCGRYPHON DIGITAL MNG INC343,724$303Kshares
PCTYPAYLOCITY HLDG CORP1,655$300Kshares
LBLANDBRIDGE COMPANY LLC4,442$300Kshares
ZWSZURN ELKAY WATER SOLNS CORP8,166$299Kshares
WHDCACTUS INC6,829$299Kshares
INEQCOLUMBIA ETF TR I8,415$298Kshares
ALGNALIGN TECHNOLOGY INC1,566$296Kshares
DXYZDESTINY TECH100 INC7,768$296Kshares
GTLBGITLAB INC6,465$292Kshares
FUSIAMERICAN CENTY ETF TR5,734$290Kshares
SKXSKECHERS U S A INC4,547$287Kshares
SMTCSEMTECH CORP6,336$286Kshares
AVMUAMERICAN CENTY ETF TR6,316$283Kshares
CRDLCARDIOL THERAPEUTICS INC206,265$280Kshares
DATPROSHARES TR6,012$279Kshares
ITRNITURAN LOCATION AND CONTROL7,079$274Kshares
FDCFFIDELITY COVINGTON TRUST6,111$272Kshares
UMAYINNOVATOR ETFS TRUST7,669$267Kshares
MAYMFIRST TR EXCHNG TRADED FD VI8,469$265Kshares

How Q3 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 0001419186-25-000008 base2025-11-12acceptance time not in the bulk data set