FLCC FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 177,094 shares; 2025Q1: 167,567 shares; 2025Q2: 81,113 shares; 2025Q3: 24,017 shares; 2025Q4: 20,730 shares 20,730 $674K <0.01% -3,287 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,090 shares; 2025Q2: 10,000 shares; 2025Q3: 10,677 shares; 2025Q4: 13,007 shares 13,007 $673K <0.01% +2,330 Timeline LUNR INTUITIVE MACHINES INC More: the full row for INTUITIVE MACHINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,215 shares; 2025Q2: 25,119 shares; 2025Q3: 38,832 shares; 2025Q4: 41,435 shares 41,435 $672K <0.01% +2,603 Timeline EWP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,234 shares; 2025Q3: 12,700 shares; 2025Q4: 12,470 shares 12,470 $672K <0.01% -230 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,795 shares; 2024Q4: 50,084 shares; 2025Q1: 57,617 shares; 2025Q2: 58,916 shares; 2025Q3: 6,857 shares; 2025Q4: 3,254 shares 3,254 $671K <0.01% -3,603 Timeline EBIZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,211 shares; 2024Q4: 16,459 shares; 2025Q1: 8,678 shares; 2025Q2: 15,428 shares; 2025Q3: 18,641 shares; 2025Q4: 20,607 shares 20,607 $670K <0.01% +1,966 Timeline WERN WERNER ENTERPRISES INC More: the full row for WERNER ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,863 shares; 2024Q4: 21,029 shares; 2025Q1: 22,538 shares; 2025Q2: 28,171 shares; 2025Q3: 27,526 shares; 2025Q4: 22,300 shares 22,300 $669K <0.01% -5,226 Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,510 shares; 2024Q4: 58,451 shares; 2025Q1: 60,075 shares; 2025Q2: 66,879 shares; 2025Q3: 73,601 shares; 2025Q4: 65,541 shares 65,541 $667K <0.01% -8,060 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,897 shares; 2024Q4: 33,217 shares; 2025Q1: 31,231 shares; 2025Q2: 28,772 shares; 2025Q3: 28,258 shares; 2025Q4: 14,934 shares 14,934 $667K <0.01% -13,324 Timeline RSSB TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,744 shares; 2025Q3: 21,118 shares; 2025Q4: 23,668 shares 23,668 $666K <0.01% +2,550 Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,977 shares; 2024Q4: 66,654 shares; 2025Q1: 73,150 shares; 2025Q2: 69,411 shares; 2025Q3: 86,177 shares; 2025Q4: 74,028 shares 74,028 $666K <0.01% -12,149 Timeline STN STANTEC INC More: the full row for STANTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,613 shares; 2025Q1: 2,614 shares; 2025Q2: 5,240 shares; 2025Q3: 5,901 shares; 2025Q4: 7,049 shares 7,049 $665K <0.01% +1,148 Timeline BRTR BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,330 shares; 2025Q3: 11,466 shares; 2025Q4: 13,080 shares 13,080 $664K <0.01% +1,614 Timeline TV GRUPO TELEVISA S A B More: the full row for GRUPO TELEVISA S A B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,853 shares; 2024Q4: 35,911 shares; 2025Q1: 35,988 shares; 2025Q2: 134,168 shares; 2025Q3: 167,581 shares; 2025Q4: 227,943 shares 227,943 $663K <0.01% +60,362 Timeline SPXN PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,396 shares; 2024Q4: 18,595 shares; 2025Q1: 31,105 shares; 2025Q2: 12,656 shares; 2025Q3: 8,894 shares; 2025Q4: 8,938 shares 8,938 $661K <0.01% +44 Timeline FBP FIRST BANCORP CORPORATION More: the full row for FIRST BANCORP CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,564 shares; 2024Q4: 29,176 shares; 2025Q1: 29,978 shares; 2025Q2: 30,301 shares; 2025Q3: 30,279 shares; 2025Q4: 31,843 shares 31,843 $660K <0.01% +1,564 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,179 shares; 2024Q4: 36,039 shares; 2025Q1: 37,172 shares; 2025Q2: 15,524 shares; 2025Q3: 6,863 shares; 2025Q4: 7,338 shares 7,338 $657K <0.01% +475 Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,013 shares; 2024Q4: 62,700 shares; 2025Q1: 74,747 shares; 2025Q2: 70,963 shares; 2025Q3: 65,870 shares; 2025Q4: 62,848 shares 62,848 $656K <0.01% -3,022 Timeline EAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,310 shares; 2024Q4: 20,415 shares; 2025Q1: 20,842 shares; 2025Q2: 21,403 shares; 2025Q3: 22,081 shares; 2025Q4: 22,090 shares 22,090 $656K <0.01% +9 Timeline INCO COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,557 shares; 2024Q4: 16,419 shares; 2025Q1: 12,533 shares; 2025Q2: 6,359 shares; 2025Q3: 5,556 shares; 2025Q4: 10,108 shares 10,108 $655K <0.01% +4,552 Timeline BVS BIOVENTUS INC More: the full row for BIOVENTUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,440 shares; 2024Q4: 91,654 shares; 2025Q1: 91,367 shares; 2025Q2: 91,367 shares; 2025Q3: 88,000 shares; 2025Q4: 88,000 shares 88,000 $655K <0.01% 0 Timeline ALBEMARLE CORP ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,320 shares; 2025Q3: 10,902 shares; 2025Q4: 11,003 shares 11,003 $653K <0.01% +101 BLSH BULLISH More: the full row for BULLISH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,701 shares; 2025Q4: 17,246 shares 17,246 $653K <0.01% +1,545 Timeline MFUS PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,393 shares; 2024Q4: 16,424 shares; 2025Q1: 14,450 shares; 2025Q2: 10,500 shares; 2025Q3: 13,717 shares; 2025Q4: 11,517 shares 11,517 $652K <0.01% -2,200 Timeline KNGZ FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,221 shares; 2024Q4: 21,378 shares; 2025Q1: 15,767 shares; 2025Q2: 16,015 shares; 2025Q3: 16,414 shares; 2025Q4: 18,184 shares 18,184 $651K <0.01% +1,770 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,611 shares; 2024Q4: 9,053 shares; 2025Q1: 11,954 shares; 2025Q2: 10,691 shares; 2025Q3: 14,554 shares; 2025Q4: 14,327 shares 14,327 $651K <0.01% -227 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,588 shares; 2024Q4: 10,880 shares; 2025Q1: 10,876 shares; 2025Q2: 12,817 shares; 2025Q3: 9,778 shares; 2025Q4: 9,402 shares 9,402 $650K <0.01% -376 Timeline DMXU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,299 shares; 2024Q4: 20,389 shares; 2025Q1: 18,370 shares; 2025Q2: 19,366 shares; 2025Q3: 17,363 shares; 2025Q4: 18,395 shares 18,395 $647K <0.01% +1,032 Timeline MMSC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,488 shares; 2025Q1: 19,663 shares; 2025Q2: 15,835 shares; 2025Q3: 28,234 shares; 2025Q4: 26,998 shares 26,998 $646K <0.01% -1,236 Timeline TOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,357 shares 24,357 $646K <0.01% new Timeline GHYG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,799 shares; 2024Q4: 21,538 shares; 2025Q1: 18,450 shares; 2025Q2: 24,174 shares; 2025Q3: 12,561 shares; 2025Q4: 14,001 shares 14,001 $646K <0.01% +1,440 Timeline NRK NUVEEN NY AMT FREE More: the full row for NUVEEN NY AMT FREE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,799 shares; 2024Q4: 18,702 shares; 2025Q1: 36,452 shares; 2025Q2: 50,778 shares; 2025Q3: 83,131 shares; 2025Q4: 63,987 shares 63,987 $646K <0.01% -19,144 Timeline FITE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,371 shares; 2024Q4: 13,124 shares; 2025Q1: 6,756 shares; 2025Q2: 6,521 shares; 2025Q3: 6,836 shares; 2025Q4: 7,554 shares 7,554 $645K <0.01% +718 Timeline FTNY PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 82,155 shares 82,155 $645K <0.01% new Timeline SLVO UBS AG More: the full row for UBS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,624 shares; 2024Q4: 5,643 shares; 2025Q1: 5,624 shares; 2025Q2: 7,201 shares; 2025Q3: 6,474 shares; 2025Q4: 6,452 shares 6,452 $644K <0.01% -22 Timeline CARZ FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,211 shares; 2024Q4: 7,591 shares; 2025Q1: 6,241 shares; 2025Q2: 7,014 shares; 2025Q3: 7,460 shares; 2025Q4: 8,257 shares 8,257 $643K <0.01% +797 Timeline MTGP WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,623 shares; 2024Q4: 21,676 shares; 2025Q1: 14,990 shares; 2025Q2: 13,345 shares; 2025Q3: 14,907 shares; 2025Q4: 14,433 shares 14,433 $643K <0.01% -474 Timeline DEI DOUGLAS EMMETT INC More: the full row for DOUGLAS EMMETT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,161 shares; 2024Q4: 44,601 shares; 2025Q1: 66,217 shares; 2025Q2: 80,559 shares; 2025Q3: 77,329 shares; 2025Q4: 58,500 shares 58,500 $643K <0.01% -18,829 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,641 shares; 2024Q4: 17,355 shares; 2025Q1: 16,639 shares; 2025Q2: 17,745 shares; 2025Q3: 17,833 shares; 2025Q4: 18,259 shares 18,259 $641K <0.01% +426 Timeline QMAG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,424 shares; 2025Q4: 27,103 shares 27,103 $641K <0.01% -321 Timeline YJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,886 shares; 2024Q4: 11,672 shares; 2025Q1: 12,528 shares; 2025Q2: 17,763 shares; 2025Q3: 26,689 shares; 2025Q4: 25,007 shares 25,007 $641K <0.01% -1,682 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 101,497 shares; 2025Q3: 13,443 shares; 2025Q4: 12,583 shares 12,583 $641K <0.01% -860 Timeline CZA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,401 shares; 2024Q4: 6,437 shares; 2025Q1: 7,025 shares; 2025Q2: 6,735 shares; 2025Q3: 5,825 shares; 2025Q4: 5,780 shares 5,780 $640K <0.01% -45 Timeline CRD-B CRAWFORD & CO More: the full row for CRAWFORD & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,685 shares; 2024Q4: 49,626 shares; 2025Q1: 36,321 shares; 2025Q2: 54,678 shares; 2025Q3: 57,206 shares; 2025Q4: 59,624 shares 59,624 $639K <0.01% +2,418 Timeline CRDT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,051 shares; 2025Q3: 25,102 shares; 2025Q4: 27,390 shares 27,390 $638K <0.01% +2,288 Timeline DNLI DENALI THERAPEUTICS INC More: the full row for DENALI THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,979 shares; 2024Q4: 37,622 shares; 2025Q1: 31,430 shares; 2025Q2: 33,538 shares; 2025Q3: 32,415 shares; 2025Q4: 38,669 shares 38,669 $638K <0.01% +6,254 Timeline PRCS PARNASSUS FUNDS II More: the full row for PARNASSUS FUNDS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,690 shares 23,690 $636K <0.01% new Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,517 shares; 2024Q4: 56,144 shares; 2025Q1: 62,068 shares; 2025Q2: 52,277 shares; 2025Q3: 47,378 shares; 2025Q4: 44,986 shares 44,986 $636K <0.01% -2,392 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,993 shares; 2024Q4: 20,367 shares; 2025Q1: 21,984 shares; 2025Q2: 27,091 shares; 2025Q3: 31,842 shares; 2025Q4: 31,106 shares 31,106 $633K <0.01% -736 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,662 shares; 2024Q4: 15,996 shares; 2025Q1: 31,764 shares; 2025Q2: 49,899 shares; 2025Q3: 47,545 shares; 2025Q4: 59,710 shares 59,710 $633K <0.01% +12,165 Timeline EWQ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,549 shares; 2024Q4: 16,731 shares; 2025Q1: 14,709 shares; 2025Q2: 15,240 shares; 2025Q3: 14,354 shares; 2025Q4: 14,056 shares 14,056 $632K <0.01% -298 Timeline LTPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,775 shares; 2024Q4: 31,319 shares; 2025Q1: 32,991 shares; 2025Q2: 44,335 shares; 2025Q3: 29,137 shares; 2025Q4: 12,219 shares 12,219 $632K <0.01% -16,918 Timeline VEGI ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,726 shares; 2024Q4: 15,975 shares; 2025Q1: 15,539 shares; 2025Q2: 15,636 shares; 2025Q3: 16,493 shares; 2025Q4: 16,288 shares 16,288 $628K <0.01% -205 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,035 shares; 2024Q4: 134,455 shares; 2025Q1: 82,490 shares; 2025Q2: 41,824 shares; 2025Q3: 49,886 shares; 2025Q4: 33,351 shares 33,351 $628K <0.01% -16,535 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,261 shares; 2024Q4: 111,956 shares; 2025Q1: 44,824 shares; 2025Q2: 48,838 shares; 2025Q3: 56,947 shares; 2025Q4: 54,735 shares 54,735 $626K <0.01% -2,212 Timeline ALEX ALEXANDER & BALDWIN INC More: the full row for ALEXANDER & BALDWIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,843 shares; 2024Q4: 68,518 shares; 2025Q1: 56,917 shares; 2025Q2: 44,625 shares; 2025Q3: 45,731 shares; 2025Q4: 30,325 shares 30,325 $626K <0.01% -15,406 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,302 shares; 2024Q4: 153,724 shares; 2025Q1: 85,476 shares; 2025Q2: 84,126 shares; 2025Q3: 101,215 shares; 2025Q4: 124,584 shares 124,584 $625K <0.01% +23,369 Timeline FLN FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,593 shares; 2025Q3: 26,686 shares; 2025Q4: 27,525 shares 27,525 $624K <0.01% +839 Timeline DHT DHT HOLDINGS INC More: the full row for DHT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,039 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,811 shares; 2025Q3: 31,363 shares; 2025Q4: 50,741 shares 50,741 $620K <0.01% +19,378 Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 454,207 shares; 2024Q4: 478,667 shares; 2025Q1: 554,028 shares; 2025Q2: 600,405 shares; 2025Q3: 635,956 shares; 2025Q4: 27,925 shares 27,925 $619K <0.01% -608,031 Timeline MRTN MARTEN TRANS LTD More: the full row for MARTEN TRANS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,455 shares; 2024Q4: 114,227 shares; 2025Q1: 120,101 shares; 2025Q2: 126,808 shares; 2025Q3: 125,304 shares; 2025Q4: 54,404 shares 54,404 $619K <0.01% -70,900 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,307 shares; 2024Q4: 6,508 shares; 2025Q1: 7,541 shares; 2025Q2: 8,672 shares; 2025Q3: 1,180 shares; 2025Q4: 1,118 shares 1,118 $619K <0.01% -62 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,470 shares; 2024Q4: 172,860 shares; 2025Q1: 147,822 shares; 2025Q2: 153,883 shares; 2025Q3: 138,289 shares; 2025Q4: 82,243 shares 82,243 $618K <0.01% -56,046 Timeline VABS VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,010 shares; 2025Q4: 25,480 shares 25,480 $618K <0.01% +470 Timeline NAMS NEWAMSTERDAM PHARMA COMPANY More: the full row for NEWAMSTERDAM PHARMA COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,097 shares; 2024Q4: 9,359 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,572 shares 17,572 $616K <0.01% new Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 878,213 shares; 2024Q4: 900,326 shares; 2025Q1: 859,302 shares; 2025Q2: 866,358 shares; 2025Q3: 142,928 shares; 2025Q4: 24,183 shares 24,183 $614K <0.01% -118,745 Timeline USMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,441 shares; 2024Q4: 22,094 shares; 2025Q1: 11,681 shares; 2025Q2: 10,272 shares; 2025Q3: 10,940 shares; 2025Q4: 11,941 shares 11,941 $612K <0.01% +1,001 Timeline BWG BRANDYWINEGBL GBL INCM OPP F More: the full row for BRANDYWINEGBL GBL INCM OPP F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,455 shares; 2024Q4: 39,268 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,907 shares; 2025Q4: 72,927 shares 72,927 $610K <0.01% +26,020 Timeline RSPR INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,462 shares; 2024Q4: 15,973 shares; 2025Q1: 17,607 shares; 2025Q2: 17,702 shares; 2025Q3: 19,275 shares; 2025Q4: 18,144 shares 18,144 $610K <0.01% -1,131 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327,786 shares; 2024Q4: 607,094 shares; 2025Q1: 11,659 shares; 2025Q2: 14,967 shares; 2025Q3: 16,597 shares; 2025Q4: 20,420 shares 20,420 $609K <0.01% +3,823 Timeline JMID JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,436 shares; 2025Q2: 23,769 shares; 2025Q3: 23,700 shares; 2025Q4: 20,873 shares 20,873 $607K <0.01% -2,827 Timeline IDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,295 shares; 2025Q4: 21,519 shares 21,519 $606K <0.01% +9,224 Timeline SEPT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,399 shares; 2024Q4: 23,081 shares; 2025Q1: 21,835 shares; 2025Q2: 22,863 shares; 2025Q3: 17,251 shares; 2025Q4: 17,169 shares 17,169 $604K <0.01% -82 Timeline FTXH FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,019 shares; 2024Q4: 16,403 shares; 2025Q1: 18,799 shares; 2025Q2: 17,765 shares; 2025Q3: 18,132 shares; 2025Q4: 18,314 shares 18,314 $603K <0.01% +182 Timeline YMAG TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,539 shares; 2025Q4: 42,188 shares 42,188 $600K <0.01% +24,649 Timeline SEDG SOLAREDGE TECHNOLOGIES INC More: the full row for SOLAREDGE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,715 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,808 shares 20,808 $600K <0.01% new Timeline EFC ELLINGTON FINANCIAL INC More: the full row for ELLINGTON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,557 shares; 2024Q4: 35,106 shares; 2025Q1: 45,031 shares; 2025Q2: 41,254 shares; 2025Q3: 43,051 shares; 2025Q4: 44,200 shares 44,200 $600K <0.01% +1,149 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,774 shares; 2025Q1: 68,759 shares; 2025Q2: 78,559 shares; 2025Q3: 73,160 shares; 2025Q4: 69,721 shares 69,721 $599K <0.01% -3,439 Timeline MDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,538 shares; 2024Q4: 20,171 shares; 2025Q1: 59,555 shares; 2025Q2: 45,202 shares; 2025Q3: 42,588 shares; 2025Q4: 38,057 shares 38,057 $598K <0.01% -4,531 Timeline EPU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,123 shares; 2025Q4: 8,269 shares 8,269 $598K <0.01% -9,854 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,281 shares; 2024Q4: 96,496 shares; 2025Q1: 114,039 shares; 2025Q2: 110,488 shares; 2025Q3: 18,735 shares; 2025Q4: 21,537 shares 21,537 $598K <0.01% +2,802 Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 631,304 shares; 2024Q4: 86,462 shares; 2025Q1: 43,310 shares; 2025Q2: 47,953 shares; 2025Q3: 51,112 shares; 2025Q4: 36,304 shares 36,304 $598K <0.01% -14,808 Timeline NXTE INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,761 shares; 2024Q4: 25,425 shares; 2025Q1: 23,621 shares; 2025Q2: 15,231 shares; 2025Q3: 14,961 shares; 2025Q4: 15,497 shares 15,497 $598K <0.01% +536 Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,746 shares; 2024Q4: 5,386 shares; 2025Q1: 7,917 shares; 2025Q2: 7,252 shares; 2025Q3: 4,350 shares; 2025Q4: 3,061 shares 3,061 $597K <0.01% -1,289 Timeline PICB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,841 shares; 2024Q4: 26,004 shares; 2025Q1: 25,365 shares; 2025Q2: 24,829 shares; 2025Q3: 27,096 shares; 2025Q4: 25,007 shares 25,007 $597K <0.01% -2,089 Timeline EWI ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,492 shares; 2024Q4: 9,587 shares; 2025Q1: 7,397 shares; 2025Q2: 7,291 shares; 2025Q3: 9,414 shares; 2025Q4: 10,978 shares 10,978 $596K <0.01% +1,564 Timeline DDFS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,725 shares; 2025Q4: 28,136 shares 28,136 $596K <0.01% +1,411 Timeline ISD PGIM HIGH YIELD BOND FUND IN More: the full row for PGIM HIGH YIELD BOND FUND IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,447 shares; 2024Q4: 32,892 shares; 2025Q1: 32,935 shares; 2025Q2: 40,443 shares; 2025Q3: 42,010 shares; 2025Q4: 41,117 shares 41,117 $595K <0.01% -893 Timeline PLOW DOUGLAS DYNAMICS INC More: the full row for DOUGLAS DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,539 shares; 2024Q4: 34,148 shares; 2025Q1: 54,145 shares; 2025Q2: 9,874 shares; 2025Q3: 18,529 shares; 2025Q4: 18,127 shares 18,127 $592K <0.01% -402 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 731,581 shares; 2024Q4: 741,435 shares; 2025Q1: 88,394 shares; 2025Q2: 78,562 shares; 2025Q3: 75,384 shares; 2025Q4: 6,155 shares 6,155 $592K <0.01% -69,229 Timeline SPBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,179 shares; 2025Q2: 29,283 shares; 2025Q3: 33,009 shares; 2025Q4: 21,563 shares 21,563 $591K <0.01% -11,446 Timeline FXA INVESCO CURRENCYSHARES AUSTR More: the full row for INVESCO CURRENCYSHARES AUSTR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,093 shares; 2025Q4: 8,922 shares 8,922 $590K <0.01% +5,829 Timeline PNTG PENNANT GROUP INC More: the full row for PENNANT GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,253 shares; 2024Q4: 25,022 shares; 2025Q1: 22,201 shares; 2025Q2: 22,539 shares; 2025Q3: 20,830 shares; 2025Q4: 20,935 shares 20,935 $589K <0.01% +105 Timeline RXL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,214 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,515 shares; 2025Q3: 11,521 shares; 2025Q4: 11,373 shares 11,373 $589K <0.01% -148 Timeline WTMU WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,761 shares 22,761 $589K <0.01% new Timeline PSCH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,790 shares; 2024Q4: 17,956 shares; 2025Q1: 17,331 shares; 2025Q2: 17,382 shares; 2025Q3: 12,133 shares; 2025Q4: 13,368 shares 13,368 $589K <0.01% +1,235 Timeline SDG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,169 shares; 2024Q4: 10,391 shares; 2025Q1: 8,519 shares; 2025Q2: 8,153 shares; 2025Q3: 7,240 shares; 2025Q4: 6,968 shares 6,968 $587K <0.01% -272 Timeline ORN ORION GROUP HLDGS INC More: the full row for ORION GROUP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,200 shares; 2024Q4: 26,928 shares; 2025Q1: 44,319 shares; 2025Q2: 47,172 shares; 2025Q3: 50,060 shares; 2025Q4: 59,016 shares 59,016 $587K <0.01% +8,956 Timeline NPFI NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,378 shares 22,378 $586K <0.01% new Timeline SRCE 1ST SOURCE CORP More: the full row for 1ST SOURCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,039 shares; 2024Q4: 8,508 shares; 2025Q1: 8,234 shares; 2025Q2: 8,551 shares; 2025Q3: 10,091 shares; 2025Q4: 9,378 shares 9,378 $586K <0.01% -713 Timeline RWAY RUNWAY GROWTH FINANCE CORP More: the full row for RUNWAY GROWTH FINANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,797 shares; 2025Q2: 19,901 shares; 2025Q3: 21,021 shares; 2025Q4: 65,592 shares 65,592 $586K <0.01% +44,571 Timeline DBB INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,167 shares; 2024Q4: 80,584 shares; 2025Q1: 56,407 shares; 2025Q2: 36,374 shares; 2025Q3: 32,428 shares; 2025Q4: 25,510 shares 25,510 $585K <0.01% -6,918 Timeline ANIP ANI PHARMACEUTICALS INC More: the full row for ANI PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,674 shares; 2024Q4: 4,930 shares; 2025Q1: 6,457 shares; 2025Q2: 10,326 shares; 2025Q3: 11,514 shares; 2025Q4: 7,351 shares 7,351 $580K <0.01% -4,163 Timeline RCAT RED CAT HLDGS INC More: the full row for RED CAT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 73,053 shares 73,053 $579K <0.01% new Timeline POWR ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,216 shares; 2024Q4: 22,618 shares; 2025Q1: 20,725 shares; 2025Q2: 21,700 shares; 2025Q3: 19,833 shares; 2025Q4: 24,600 shares 24,600 $579K <0.01% +4,767 Timeline PD PAGERDUTY INC More: the full row for PAGERDUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,530 shares; 2024Q4: 133,764 shares; 2025Q1: 158,541 shares; 2025Q2: 61,434 shares; 2025Q3: 64,016 shares; 2025Q4: 44,129 shares 44,129 $579K <0.01% -19,887 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,578 shares; 2024Q4: 79,133 shares; 2025Q1: 47,315 shares; 2025Q2: 112,985 shares; 2025Q3: 13,662 shares; 2025Q4: 7,459 shares 7,459 $578K <0.01% -6,203 Timeline TUA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,574 shares; 2025Q3: 23,832 shares; 2025Q4: 26,381 shares 26,381 $578K <0.01% +2,549 Timeline INDIVIOR PLC INDIVIOR PLC More: the full row for INDIVIOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,494 shares; 2025Q4: 16,027 shares 16,027 $575K <0.01% +2,533 NACP TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,589 shares; 2024Q4: 18,469 shares; 2025Q1: 17,892 shares; 2025Q2: 16,943 shares; 2025Q3: 12,036 shares; 2025Q4: 11,653 shares 11,653 $574K <0.01% -383 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,454 shares; 2024Q4: 114,645 shares; 2025Q1: 62,264 shares; 2025Q2: 9,793 shares; 2025Q3: 11,100 shares; 2025Q4: 11,119 shares 11,119 $573K <0.01% +19 Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,870 shares; 2024Q4: 27,458 shares; 2025Q1: 41,877 shares; 2025Q2: 45,419 shares; 2025Q3: 43,944 shares; 2025Q4: 33,938 shares 33,938 $572K <0.01% -10,006 Timeline FAI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,542 shares; 2025Q4: 13,927 shares 13,927 $572K <0.01% +8,385 Timeline BKMC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,981 shares; 2024Q4: 5,076 shares; 2025Q1: 4,959 shares; 2025Q2: 5,304 shares; 2025Q3: 5,598 shares; 2025Q4: 5,238 shares 5,238 $571K <0.01% -360 Timeline EART GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,584 shares; 2025Q1: 10,706 shares; 2025Q2: 11,663 shares; 2025Q3: 23,715 shares; 2025Q4: 20,497 shares 20,497 $569K <0.01% -3,218 Timeline NRC NRC HEALTH More: the full row for NRC HEALTH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,794 shares; 2024Q4: 73,117 shares; 2025Q1: 89,985 shares; 2025Q2: 76,550 shares; 2025Q3: 61,956 shares; 2025Q4: 30,331 shares 30,331 $569K <0.01% -31,625 Timeline BIRK BIRKENSTOCK HOLDING PLC More: the full row for BIRKENSTOCK HOLDING PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,896 shares; 2025Q3: 11,034 shares; 2025Q4: 13,863 shares 13,863 $567K <0.01% +2,829 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,530 shares; 2025Q2: 61,098 shares; 2025Q3: 91,948 shares; 2025Q4: 97,211 shares 97,211 $567K <0.01% +5,263 Timeline TRFM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,334 shares; 2025Q3: 11,289 shares; 2025Q4: 11,874 shares 11,874 $566K <0.01% +585 Timeline LXP LXP INDUSTRIAL TRUST More: the full row for LXP INDUSTRIAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,400 shares 11,400 $565K <0.01% new Timeline NNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,640 shares 19,640 $564K <0.01% new Timeline PTH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,074 shares; 2024Q4: 16,848 shares; 2025Q1: 12,688 shares; 2025Q2: 13,160 shares; 2025Q3: 12,852 shares; 2025Q4: 11,328 shares 11,328 $563K <0.01% -1,524 Timeline XSHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,968 shares; 2024Q4: 28,929 shares; 2025Q1: 41,713 shares; 2025Q2: 21,222 shares; 2025Q3: 25,172 shares; 2025Q4: 13,353 shares 13,353 $562K <0.01% -11,819 Timeline KIO KKR INCOME OPPORTUNITIES FD More: the full row for KKR INCOME OPPORTUNITIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,371 shares; 2024Q4: 39,533 shares; 2025Q1: 40,726 shares; 2025Q2: 46,214 shares; 2025Q3: 47,572 shares; 2025Q4: 48,407 shares 48,407 $561K <0.01% +835 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,430 shares; 2024Q4: 10,824 shares; 2025Q1: 8,395 shares; 2025Q2: 8,633 shares; 2025Q3: 7,969 shares; 2025Q4: 6,605 shares 6,605 $560K <0.01% -1,364 Timeline SVOL SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,172 shares; 2024Q4: 74,488 shares; 2025Q1: 10,100 shares; 2025Q2: not reported; 2025Q3: 29,043 shares; 2025Q4: 31,888 shares 31,888 $560K <0.01% +2,845 Timeline EPC EDGEWELL PERSONAL CARE CO More: the full row for EDGEWELL PERSONAL CARE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,323 shares; 2024Q4: 35,142 shares; 2025Q1: 42,209 shares; 2025Q2: 47,923 shares; 2025Q3: 39,829 shares; 2025Q4: 32,812 shares 32,812 $559K <0.01% -7,017 Timeline MBUU MALIBU BOATS INC More: the full row for MALIBU BOATS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,266 shares; 2024Q4: 21,410 shares; 2025Q1: 21,605 shares; 2025Q2: 22,111 shares; 2025Q3: 22,969 shares; 2025Q4: 19,825 shares 19,825 $559K <0.01% -3,144 Timeline SUZ SUZANO S A More: the full row for SUZANO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,695 shares; 2025Q4: 59,856 shares 59,856 $559K <0.01% +1,161 Timeline SENEA SENECA FOODS CORP NEW More: the full row for SENECA FOODS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,449 shares; 2024Q4: 5,578 shares; 2025Q1: 5,578 shares; 2025Q2: 5,597 shares; 2025Q3: 5,164 shares; 2025Q4: 5,047 shares 5,047 $558K <0.01% -117 Timeline PLYM PLYMOUTH INDUSTRIAL REIT INC More: the full row for PLYMOUTH INDUSTRIAL REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,451 shares; 2024Q4: 25,243 shares; 2025Q1: 22,274 shares; 2025Q2: 45,387 shares; 2025Q3: 32,151 shares; 2025Q4: 25,504 shares 25,504 $558K <0.01% -6,647 Timeline EMCB WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,026 shares; 2024Q4: 10,308 shares; 2025Q1: 9,971 shares; 2025Q2: 8,847 shares; 2025Q3: 8,798 shares; 2025Q4: 8,380 shares 8,380 $557K <0.01% -418 Timeline MLKN MILLERKNOLL INC More: the full row for MILLERKNOLL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,291 shares; 2024Q4: 75,267 shares; 2025Q1: 25,301 shares; 2025Q2: 27,686 shares; 2025Q3: 37,730 shares; 2025Q4: 30,462 shares 30,462 $557K <0.01% -7,268 Timeline NBOS NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,809 shares; 2024Q4: 44,513 shares; 2025Q1: 18,780 shares; 2025Q2: 14,251 shares; 2025Q3: 15,386 shares; 2025Q4: 20,344 shares 20,344 $555K <0.01% +4,958 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,219 shares; 2024Q4: 67,294 shares; 2025Q1: 61,441 shares; 2025Q2: 61,298 shares; 2025Q3: 46,468 shares; 2025Q4: 44,793 shares 44,793 $555K <0.01% -1,675 Timeline FDHY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,122 shares; 2024Q4: 5,937 shares; 2025Q1: 7,805 shares; 2025Q2: 7,285 shares; 2025Q3: 8,154 shares; 2025Q4: 11,231 shares 11,231 $554K <0.01% +3,077 Timeline COGT COGENT BIOSCIENCES INC More: the full row for COGENT BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,595 shares 15,595 $554K <0.01% new Timeline PBDE PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,761 shares; 2025Q3: 18,761 shares; 2025Q4: 18,761 shares 18,761 $553K <0.01% 0 Timeline NTGR NETGEAR INC More: the full row for NETGEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,813 shares; 2024Q4: 13,058 shares; 2025Q1: 14,389 shares; 2025Q2: not reported; 2025Q3: 9,957 shares; 2025Q4: 22,461 shares 22,461 $551K <0.01% +12,504 Timeline JXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,589 shares; 2024Q4: 6,829 shares; 2025Q1: 6,765 shares; 2025Q2: 7,123 shares; 2025Q3: 7,254 shares; 2025Q4: 7,001 shares 7,001 $551K <0.01% -253 Timeline CET CENTRAL SECS CORP More: the full row for CENTRAL SECS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,372 shares; 2025Q2: 10,957 shares; 2025Q3: 9,101 shares; 2025Q4: 10,854 shares 10,854 $550K <0.01% +1,753 Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,536 shares; 2025Q2: 4,536 shares; 2025Q3: 5,326 shares; 2025Q4: 6,529 shares 6,529 $550K <0.01% +1,203 Timeline SFYF TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,482 shares; 2025Q3: 7,653 shares; 2025Q4: 9,843 shares 9,843 $550K <0.01% +2,190 Timeline SRRK SCHOLAR ROCK HLDG CORP More: the full row for SCHOLAR ROCK HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,614 shares; 2024Q4: 9,073 shares; 2025Q1: 8,512 shares; 2025Q2: 12,891 shares; 2025Q3: 20,611 shares; 2025Q4: 12,480 shares 12,480 $550K <0.01% -8,131 Timeline CENTA CENTRAL GARDEN & PET CO More: the full row for CENTRAL GARDEN & PET CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,113 shares; 2024Q4: 9,356 shares; 2025Q1: 15,410 shares; 2025Q2: 14,486 shares; 2025Q3: 14,578 shares; 2025Q4: 18,831 shares 18,831 $550K <0.01% +4,253 Timeline GRW TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,595 shares; 2025Q3: 30,385 shares; 2025Q4: 17,603 shares 17,603 $548K <0.01% -12,782 Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,280 shares; 2025Q2: 6,678 shares; 2025Q3: 8,247 shares; 2025Q4: 10,773 shares 10,773 $545K <0.01% +2,526 Timeline DDFL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,886 shares; 2025Q4: 26,499 shares 26,499 $545K <0.01% +4,613 Timeline MLAB MESA LABS INC More: the full row for MESA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,745 shares; 2024Q4: 17,595 shares; 2025Q1: 19,058 shares; 2025Q2: 20,483 shares; 2025Q3: 16,682 shares; 2025Q4: 6,932 shares 6,932 $544K <0.01% -9,750 Timeline PTBD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,023 shares; 2024Q4: 41,206 shares; 2025Q1: 34,602 shares; 2025Q2: 36,168 shares; 2025Q3: 33,449 shares; 2025Q4: 28,013 shares 28,013 $543K <0.01% -5,436 Timeline INDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,718 shares; 2024Q4: 12,383 shares; 2025Q1: 10,610 shares; 2025Q2: 10,776 shares; 2025Q3: 10,329 shares; 2025Q4: 10,997 shares 10,997 $542K <0.01% +668 Timeline UTL UNITIL CORP More: the full row for UNITIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,637 shares; 2024Q4: 10,745 shares; 2025Q1: 11,113 shares; 2025Q2: 11,360 shares; 2025Q3: 12,447 shares; 2025Q4: 11,186 shares 11,186 $542K <0.01% -1,261 Timeline INRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,668 shares; 2025Q4: 16,768 shares 16,768 $539K <0.01% +6,100 Timeline JANT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,554 shares; 2024Q4: 17,072 shares; 2025Q1: 19,847 shares; 2025Q2: 14,270 shares; 2025Q3: 14,219 shares; 2025Q4: 13,042 shares 13,042 $538K <0.01% -1,177 Timeline MFSV MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,443 shares; 2025Q3: 11,443 shares; 2025Q4: 20,218 shares 20,218 $537K <0.01% +8,775 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,249 shares; 2025Q2: 28,687 shares; 2025Q3: 23,529 shares; 2025Q4: 28,306 shares 28,306 $536K <0.01% +4,777 Timeline XTRE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,763 shares 10,763 $536K <0.01% new Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,299 shares; 2024Q4: 30,874 shares; 2025Q1: 31,280 shares; 2025Q2: 27,505 shares; 2025Q3: 31,664 shares; 2025Q4: 27,145 shares 27,145 $535K <0.01% -4,519 Timeline KJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,990 shares; 2024Q4: 16,219 shares; 2025Q1: 16,723 shares; 2025Q2: 15,455 shares; 2025Q3: 17,386 shares; 2025Q4: 16,838 shares 16,838 $534K <0.01% -548 Timeline ZOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,830 shares 19,830 $532K <0.01% new Timeline PAYO PAYONEER GLOBAL INC More: the full row for PAYONEER GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 142,016 shares; 2025Q2: 130,302 shares; 2025Q3: 119,061 shares; 2025Q4: 94,682 shares 94,682 $532K <0.01% -24,379 Timeline FBRX FORTE BIOSCIENCES INC More: the full row for FORTE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,856 shares; 2025Q3: 23,347 shares; 2025Q4: 19,498 shares 19,498 $532K <0.01% -3,849 Timeline MCI BARINGS CORPORATE INVS More: the full row for BARINGS CORPORATE INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,584 shares; 2024Q4: 29,040 shares; 2025Q1: 25,435 shares; 2025Q2: 26,504 shares; 2025Q3: 28,201 shares; 2025Q4: 29,288 shares 29,288 $532K <0.01% +1,087 Timeline EWS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,415 shares; 2025Q2: 12,024 shares; 2025Q3: 16,327 shares; 2025Q4: 19,253 shares 19,253 $530K <0.01% +2,926 Timeline ETHO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,513 shares; 2024Q4: 8,600 shares; 2025Q1: 8,267 shares; 2025Q2: 8,034 shares; 2025Q3: 7,850 shares; 2025Q4: 8,107 shares 8,107 $529K <0.01% +257 Timeline EPR PPTYS EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,121 shares; 2024Q4: 23,793 shares; 2025Q1: 23,251 shares; 2025Q2: 21,425 shares; 2025Q3: 23,498 shares; 2025Q4: 23,833 shares 23,833 $529K <0.01% +335 GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,920 shares; 2025Q2: 6,259 shares; 2025Q3: 11,192 shares; 2025Q4: 7,168 shares 7,168 $528K <0.01% -4,024 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,864 shares; 2024Q4: 13,204 shares; 2025Q1: 17,275 shares; 2025Q2: 17,037 shares; 2025Q3: 14,505 shares; 2025Q4: 12,703 shares 12,703 $527K <0.01% -1,802 Timeline NUVL NUVALENT INC More: the full row for NUVALENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,605 shares; 2024Q4: 6,673 shares; 2025Q1: 6,520 shares; 2025Q2: 5,616 shares; 2025Q3: 5,224 shares; 2025Q4: 5,226 shares 5,226 $526K <0.01% +2 Timeline FSTR FOSTER L B CO More: the full row for FOSTER L B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,261 shares; 2025Q1: 10,328 shares; 2025Q2: 13,358 shares; 2025Q3: 15,011 shares; 2025Q4: 19,453 shares 19,453 $524K <0.01% +4,442 Timeline PG&E CORP PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,277 shares; 2025Q3: 12,991 shares; 2025Q4: 12,716 shares 12,716 $521K <0.01% -275 SNDX SYNDAX PHARMACEUTICALS INC More: the full row for SYNDAX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,806 shares 24,806 $521K <0.01% new Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,381 shares; 2024Q4: 17,077 shares; 2025Q1: 26,110 shares; 2025Q2: 29,033 shares; 2025Q3: 16,192 shares; 2025Q4: 18,017 shares 18,017 $520K <0.01% +1,825 Timeline GNW GENWORTH FINL INC More: the full row for GENWORTH FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,518 shares; 2024Q4: 19,861 shares; 2025Q1: 20,787 shares; 2025Q2: 20,718 shares; 2025Q3: 45,860 shares; 2025Q4: 57,489 shares 57,489 $519K <0.01% +11,629 Timeline ATRO ASTRONICS CORP More: the full row for ASTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 228,424 shares; 2025Q2: 206,611 shares; 2025Q3: 5,964 shares; 2025Q4: 9,564 shares 9,564 $519K <0.01% +3,600 Timeline PEJ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,991 shares; 2025Q1: 11,378 shares; 2025Q2: 23,735 shares; 2025Q3: 26,097 shares; 2025Q4: 8,443 shares 8,443 $518K <0.01% -17,654 Timeline LZB LA Z BOY INC More: the full row for LA Z BOY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,331 shares; 2024Q4: 13,887 shares; 2025Q1: 14,944 shares; 2025Q2: 15,564 shares; 2025Q3: 13,838 shares; 2025Q4: 13,858 shares 13,858 $516K <0.01% +20 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,126 shares; 2025Q4: 38,386 shares 38,386 $514K <0.01% -14,740 Timeline XBB BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,406 shares; 2025Q4: 12,502 shares 12,502 $514K <0.01% +3,096 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,518 shares; 2024Q4: 7,368 shares; 2025Q1: 8,403 shares; 2025Q2: 7,686 shares; 2025Q3: 6,706 shares; 2025Q4: 6,331 shares 6,331 $513K <0.01% -375 Timeline KJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,583 shares; 2025Q3: 18,561 shares; 2025Q4: 18,342 shares 18,342 $512K <0.01% -219 Timeline RMI RIVERNORTH OPPORTUNISTIC MUN More: the full row for RIVERNORTH OPPORTUNISTIC MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,760 shares; 2025Q4: 35,741 shares 35,741 $511K <0.01% +1,981 Timeline LGIH LGI HOMES INC More: the full row for LGI HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,400 shares; 2024Q4: 28,229 shares; 2025Q1: 33,187 shares; 2025Q2: 47,839 shares; 2025Q3: 49,991 shares; 2025Q4: 11,905 shares 11,905 $511K <0.01% -38,086 Timeline LODI ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,830 shares; 2025Q2: 19,959 shares; 2025Q3: 18,992 shares; 2025Q4: 20,218 shares 20,218 $510K <0.01% +1,226 Timeline LALT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,247 shares; 2024Q4: 87,103 shares; 2025Q1: 86,697 shares; 2025Q2: 87,322 shares; 2025Q3: 83,350 shares; 2025Q4: 22,390 shares 22,390 $510K <0.01% -60,960 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,755 shares; 2024Q4: 7,942 shares; 2025Q1: 9,686 shares; 2025Q2: 7,332 shares; 2025Q3: 8,539 shares; 2025Q4: 8,420 shares 8,420 $509K <0.01% -119 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,901 shares; 2024Q4: 14,575 shares; 2025Q1: 16,297 shares; 2025Q2: 21,756 shares; 2025Q3: 18,973 shares; 2025Q4: 20,430 shares 20,430 $509K <0.01% +1,457 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,101 shares; 2024Q4: 36,578 shares; 2025Q1: 38,559 shares; 2025Q2: 31,121 shares; 2025Q3: 33,529 shares; 2025Q4: 19,933 shares 19,933 $509K <0.01% -13,596 Timeline GOEX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,308 shares 6,308 $508K <0.01% new Timeline VICTORYSHARES INTERNATIONAL VICTORYSHARES INTERNATIONAL More: the full row for VICTORYSHARES INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,718 shares; 2024Q4: 9,546 shares; 2025Q1: 9,475 shares; 2025Q2: 9,670 shares; 2025Q3: 9,457 shares; 2025Q4: 9,365 shares 9,365 $505K <0.01% -92 RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,852 shares; 2024Q4: 12,783 shares; 2025Q1: 14,211 shares; 2025Q2: 7,100 shares; 2025Q3: 8,194 shares; 2025Q4: 8,898 shares 8,898 $504K <0.01% +704 Timeline VSXY VICTORIAS SECRET AND CO More: the full row for VICTORIAS SECRET AND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,989 shares; 2024Q4: 18,187 shares; 2025Q1: 26,522 shares; 2025Q2: 24,938 shares; 2025Q3: 22,844 shares; 2025Q4: 9,271 shares 9,271 $502K <0.01% -13,573 Timeline SOXQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,634 shares; 2024Q4: 14,124 shares; 2025Q1: 14,896 shares; 2025Q2: 15,819 shares; 2025Q3: 9,305 shares; 2025Q4: 8,996 shares 8,996 $502K <0.01% -309 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 363,830 shares; 2024Q4: 456,508 shares; 2025Q1: 691,740 shares; 2025Q2: 971,487 shares; 2025Q3: 829,913 shares; 2025Q4: 22,851 shares 22,851 $501K <0.01% -807,062 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,934 shares; 2024Q4: 16,642 shares; 2025Q1: 7,102 shares; 2025Q2: 7,063 shares; 2025Q3: 13,520 shares; 2025Q4: 5,879 shares 5,879 $501K <0.01% -7,641 Timeline CPAI NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,195 shares; 2025Q2: 13,195 shares; 2025Q3: 13,195 shares; 2025Q4: 12,461 shares 12,461 $500K <0.01% -734 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,690 shares; 2024Q4: 36,758 shares; 2025Q1: 30,976 shares; 2025Q2: 24,161 shares; 2025Q3: 12,614 shares; 2025Q4: 13,560 shares 13,560 $500K <0.01% +946 Timeline XCLR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,609 shares; 2025Q1: 21,203 shares; 2025Q2: 22,286 shares; 2025Q3: 23,376 shares; 2025Q4: 18,475 shares 18,475 $498K <0.01% -4,901 Timeline UCC PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,444 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,502 shares; 2025Q3: 9,553 shares; 2025Q4: 9,537 shares 9,537 $498K <0.01% -16 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,110 shares; 2024Q4: 231,756 shares; 2025Q1: 205,893 shares; 2025Q2: 189,901 shares; 2025Q3: 175,115 shares; 2025Q4: 121,443 shares 121,443 $497K <0.01% -53,672 Timeline RSPF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,494 shares; 2024Q4: 5,473 shares; 2025Q1: 5,453 shares; 2025Q2: 6,184 shares; 2025Q3: 6,195 shares; 2025Q4: 6,326 shares 6,326 $497K <0.01% +131 Timeline GLOF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,403 shares 9,403 $496K <0.01% new Timeline PSQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,772 shares; 2024Q4: 37,550 shares; 2025Q1: 41,011 shares; 2025Q2: 17,116 shares; 2025Q3: 48,628 shares; 2025Q4: 16,405 shares 16,405 $495K <0.01% -32,223 Timeline ZDEK INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 679,660 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,216 shares 19,216 $495K <0.01% new Timeline HIO WESTERN ASSET HIGH INCOME OP More: the full row for WESTERN ASSET HIGH INCOME OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,173 shares; 2024Q4: 110,083 shares; 2025Q1: 108,332 shares; 2025Q2: 126,879 shares; 2025Q3: 131,959 shares; 2025Q4: 133,124 shares 133,124 $494K <0.01% +1,165 Timeline KQQQ KURV ETF TR More: the full row for KURV ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,783 shares; 2025Q4: 17,590 shares 17,590 $494K <0.01% -193 Timeline NYM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,745 shares 19,745 $494K <0.01% new Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,692 shares; 2024Q4: 12,033 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,810 shares; 2025Q4: 20,589 shares 20,589 $493K <0.01% +1,779 Timeline TEQI T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,648 shares; 2024Q4: 19,288 shares; 2025Q1: 20,983 shares; 2025Q2: 23,432 shares; 2025Q3: 21,470 shares; 2025Q4: 10,907 shares 10,907 $493K <0.01% -10,563 Timeline SPSK TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,765 shares; 2024Q4: 84,970 shares; 2025Q1: 56,005 shares; 2025Q2: 80,785 shares; 2025Q3: 24,508 shares; 2025Q4: 26,879 shares 26,879 $491K <0.01% +2,371 Timeline VPC ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,408 shares; 2025Q1: 17,730 shares; 2025Q2: 20,336 shares; 2025Q3: 26,187 shares; 2025Q4: 27,562 shares 27,562 $491K <0.01% +1,375 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,211 shares; 2025Q4: 4,890 shares 4,890 $490K <0.01% +2,679 Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,030 shares; 2024Q4: 14,283 shares; 2025Q1: not reported; 2025Q2: 14,110 shares; 2025Q3: 28,448 shares; 2025Q4: 24,002 shares 24,002 $490K <0.01% -4,446 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,195 shares; 2024Q4: 19,797 shares; 2025Q1: 13,874 shares; 2025Q2: 10,608 shares; 2025Q3: 9,759 shares; 2025Q4: 7,073 shares 7,073 $488K <0.01% -2,686 Timeline BSJU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,105 shares; 2025Q2: 240,471 shares; 2025Q3: 19,275 shares; 2025Q4: 18,692 shares 18,692 $488K <0.01% -583 Timeline SPEU SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 405,669 shares; 2025Q2: 36,739 shares; 2025Q3: 29,785 shares; 2025Q4: 9,353 shares 9,353 $488K <0.01% -20,432 Timeline GPRE GREEN PLAINS INC More: the full row for GREEN PLAINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,465 shares; 2024Q4: 36,080 shares; 2025Q1: 40,323 shares; 2025Q2: 85,720 shares; 2025Q3: 63,709 shares; 2025Q4: 49,692 shares 49,692 $487K <0.01% -14,017 Timeline BBC ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,625 shares 12,625 $487K <0.01% new Timeline FMUB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,551 shares 9,551 $487K <0.01% new Timeline PCCE LITMAN GREGORY FDS TR More: the full row for LITMAN GREGORY FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,325 shares; 2024Q4: 41,619 shares; 2025Q1: 43,292 shares; 2025Q2: 47,487 shares; 2025Q3: 45,285 shares; 2025Q4: 37,134 shares 37,134 $486K <0.01% -8,151 Timeline JUNW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,581 shares; 2024Q4: 6,811 shares; 2025Q1: 10,644 shares; 2025Q2: 14,251 shares; 2025Q3: 14,251 shares; 2025Q4: 14,497 shares 14,497 $484K <0.01% +246 Timeline FOR FORESTAR GROUP INC More: the full row for FORESTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,573 shares; 2024Q4: 28,175 shares; 2025Q1: 19,509 shares; 2025Q2: 11,527 shares; 2025Q3: 19,816 shares; 2025Q4: 19,640 shares 19,640 $484K <0.01% -176 Timeline DAKT DAKTRONICS INC More: the full row for DAKTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,504 shares; 2024Q4: 37,192 shares; 2025Q1: 44,836 shares; 2025Q2: 45,327 shares; 2025Q3: 23,459 shares; 2025Q4: 24,440 shares 24,440 $483K <0.01% +981 Timeline SDHC SMITH DOUGLAS HOMES CORP More: the full row for SMITH DOUGLAS HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,976 shares; 2024Q4: 61,928 shares; 2025Q1: 59,093 shares; 2025Q2: 51,161 shares; 2025Q3: 40,363 shares; 2025Q4: 28,799 shares 28,799 $483K <0.01% -11,564 Timeline UYG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,470 shares; 2024Q4: 47,158 shares; 2025Q1: 36,905 shares; 2025Q2: 4,815 shares; 2025Q3: 4,836 shares; 2025Q4: 5,259 shares 5,259 $483K <0.01% +423 Timeline GUG GUGGENHEIM ACTIVE ALLOC FD More: the full row for GUGGENHEIM ACTIVE ALLOC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,442 shares; 2024Q4: 26,271 shares; 2025Q1: 28,601 shares; 2025Q2: 32,501 shares; 2025Q3: 28,483 shares; 2025Q4: 31,484 shares 31,484 $483K <0.01% +3,001 Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,045 shares; 2025Q4: 13,839 shares 13,839 $482K <0.01% +4,794 Timeline UXI PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,748 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,272 shares; 2025Q3: 10,394 shares; 2025Q4: 10,395 shares 10,395 $482K <0.01% +1 Timeline WIW WESTERN AST INFL LKD OPP & I More: the full row for WESTERN AST INFL LKD OPP & I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,819 shares; 2024Q4: 204,704 shares; 2025Q1: 42,905 shares; 2025Q2: 52,865 shares; 2025Q3: 56,494 shares; 2025Q4: 56,118 shares 56,118 $482K <0.01% -376 Timeline APLE APPLE HOSPITALITY REIT INC More: the full row for APPLE HOSPITALITY REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,772 shares; 2024Q4: 67,104 shares; 2025Q1: 59,063 shares; 2025Q2: 74,096 shares; 2025Q3: 63,019 shares; 2025Q4: 40,674 shares 40,674 $482K <0.01% -22,345 Timeline FTRE FORTREA HLDGS INC More: the full row for FORTREA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,240 shares; 2024Q4: 145,725 shares; 2025Q1: 126,795 shares; 2025Q2: 57,328 shares; 2025Q3: 58,182 shares; 2025Q4: 27,900 shares 27,900 $481K <0.01% -30,282 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,935 shares; 2025Q1: 6,175 shares; 2025Q2: 7,436 shares; 2025Q3: 5,586 shares; 2025Q4: 9,105 shares 9,105 $480K <0.01% +3,519 Timeline IGIC INTL GNRL INSURANCE HLDNGS L More: the full row for INTL GNRL INSURANCE HLDNGS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,522 shares; 2024Q4: 25,904 shares; 2025Q1: 21,466 shares; 2025Q2: 19,253 shares; 2025Q3: 19,113 shares; 2025Q4: 19,085 shares 19,085 $479K <0.01% -28 Timeline CATY CATHAY GEN BANCORP More: the full row for CATHAY GEN BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,286 shares; 2024Q4: 31,575 shares; 2025Q1: 33,501 shares; 2025Q2: 32,315 shares; 2025Q3: 9,033 shares; 2025Q4: 9,894 shares 9,894 $479K <0.01% +861 Timeline PFIX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58,457 shares; 2025Q1: 58,268 shares; 2025Q2: 8,561 shares; 2025Q3: 84,374 shares; 2025Q4: 9,976 shares 9,976 $478K <0.01% -74,398 Timeline NB NIOCORP DEVS LTD More: the full row for NIOCORP DEVS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 90,132 shares 90,132 $478K <0.01% new Timeline IYRI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,536 shares; 2025Q4: 9,788 shares 9,788 $476K <0.01% +5,252 Timeline EOD ALLSPRING GLOBAL DIVIDEND OP More: the full row for ALLSPRING GLOBAL DIVIDEND OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,212 shares; 2024Q4: 70,869 shares; 2025Q1: 76,882 shares; 2025Q2: 82,451 shares; 2025Q3: 65,981 shares; 2025Q4: 81,590 shares 81,590 $476K <0.01% +15,609 Timeline NNI NELNET INC More: the full row for NELNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,611 shares; 2024Q4: 3,647 shares; 2025Q1: 3,696 shares; 2025Q2: 4,065 shares; 2025Q3: 3,858 shares; 2025Q4: 3,568 shares 3,568 $474K <0.01% -290 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364,646 shares; 2024Q4: 370,919 shares; 2025Q1: 355,106 shares; 2025Q2: 371,572 shares; 2025Q3: 392,987 shares; 2025Q4: 63,180 shares 63,180 $474K <0.01% -329,807 Timeline GROZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,150 shares; 2025Q4: 15,883 shares 15,883 $473K <0.01% +3,733 Timeline DPG DUFF & PHELPS UTLITY AND INF More: the full row for DUFF & PHELPS UTLITY AND INF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,225 shares; 2025Q2: 38,901 shares; 2025Q3: 32,655 shares; 2025Q4: 37,201 shares 37,201 $473K <0.01% +4,546 Timeline QBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,404 shares; 2025Q2: 13,946 shares; 2025Q3: 16,383 shares; 2025Q4: 16,113 shares 16,113 $472K <0.01% -270 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,917 shares; 2024Q4: 4,820 shares; 2025Q1: 4,822 shares; 2025Q2: 5,193 shares; 2025Q3: 5,369 shares; 2025Q4: 5,492 shares 5,492 $472K <0.01% +123 Timeline HPI HANCOCK JOHN PFD INCOME FD More: the full row for HANCOCK JOHN PFD INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,537 shares; 2024Q4: 29,415 shares; 2025Q1: 29,535 shares; 2025Q2: 31,341 shares; 2025Q3: 32,339 shares; 2025Q4: 29,121 shares 29,121 $471K <0.01% -3,218 Timeline QPX ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,567 shares; 2024Q4: 20,230 shares; 2025Q1: 20,724 shares; 2025Q2: 20,618 shares; 2025Q3: 10,611 shares; 2025Q4: 10,588 shares 10,588 $471K <0.01% -23 Timeline ALHC ALIGNMENT HEALTHCARE INC More: the full row for ALIGNMENT HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,967 shares; 2025Q3: 22,526 shares; 2025Q4: 23,821 shares 23,821 $470K <0.01% +1,295 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,908 shares; 2024Q4: 16,069 shares; 2025Q1: 22,640 shares; 2025Q2: 20,014 shares; 2025Q3: 19,399 shares; 2025Q4: 19,838 shares 19,838 $469K <0.01% +439 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,346 shares; 2024Q4: 30,303 shares; 2025Q1: 30,528 shares; 2025Q2: 32,544 shares; 2025Q3: 30,643 shares; 2025Q4: 51,474 shares 51,474 $466K <0.01% +20,831 Timeline VRDN VIRIDIAN THERAPEUTICS INC More: the full row for VIRIDIAN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,355 shares; 2025Q3: 13,173 shares; 2025Q4: 14,904 shares 14,904 $464K <0.01% +1,731 Timeline BUXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,312 shares; 2025Q3: 28,122 shares; 2025Q4: 22,874 shares 22,874 $463K <0.01% -5,248 Timeline LASR NLIGHT INC More: the full row for NLIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,244 shares; 2024Q4: 23,357 shares; 2025Q1: 14,492 shares; 2025Q2: 12,776 shares; 2025Q3: 9,347 shares; 2025Q4: 12,335 shares 12,335 $463K <0.01% +2,988 Timeline RARE ULTRAGENYX PHARMACEUTICAL IN More: the full row for ULTRAGENYX PHARMACEUTICAL IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,124 shares; 2024Q4: 34,288 shares; 2025Q1: 28,258 shares; 2025Q2: 29,956 shares; 2025Q3: 25,033 shares; 2025Q4: 20,112 shares 20,112 $463K <0.01% -4,921 Timeline ORKA ORUKA THERAPEUTICS INC More: the full row for ORUKA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,247 shares 15,247 $462K <0.01% new Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,361 shares; 2024Q4: 29,109 shares; 2025Q1: 12,141 shares; 2025Q2: 13,742 shares; 2025Q3: 14,755 shares; 2025Q4: 19,697 shares 19,697 $461K <0.01% +4,942 Timeline SHRT TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,156 shares; 2024Q4: 38,559 shares; 2025Q1: 49,416 shares; 2025Q2: 52,043 shares; 2025Q3: 63,671 shares; 2025Q4: 60,402 shares 60,402 $460K <0.01% -3,269 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 139,963 shares; 2025Q4: 43,510 shares 43,510 $460K <0.01% -96,453 Timeline AFB ALLIANCEBERNSTEIN NATL MUN I More: the full row for ALLIANCEBERNSTEIN NATL MUN I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,210 shares; 2024Q4: 22,442 shares; 2025Q1: 31,566 shares; 2025Q2: 45,124 shares; 2025Q3: 47,519 shares; 2025Q4: 42,493 shares 42,493 $460K <0.01% -5,026 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,625 shares; 2024Q4: 236,601 shares; 2025Q1: 284,913 shares; 2025Q2: 285,790 shares; 2025Q3: 287,711 shares; 2025Q4: 48,189 shares 48,189 $459K <0.01% -239,522 Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,014 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65,544 shares; 2025Q4: 43,728 shares 43,728 $457K <0.01% -21,816 Timeline FTF FRANKLIN LTD DURATION INCOME More: the full row for FRANKLIN LTD DURATION INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,210 shares; 2024Q4: 16,210 shares; 2025Q1: 72,822 shares; 2025Q2: 77,355 shares; 2025Q3: 67,312 shares; 2025Q4: 74,236 shares 74,236 $457K <0.01% +6,924 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,178,299 shares; 2024Q4: 1,301,274 shares; 2025Q1: 1,468,948 shares; 2025Q2: 1,649,226 shares; 2025Q3: 1,923,159 shares; 2025Q4: 10,440 shares 10,440 $456K <0.01% -1,912,719 Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62,491 shares; 2025Q1: not reported; 2025Q2: 18,247 shares; 2025Q3: 18,707 shares; 2025Q4: 27,629 shares 27,629 $455K <0.01% +8,922 Timeline DBEM DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,589 shares; 2024Q4: 19,597 shares; 2025Q1: 14,453 shares; 2025Q2: 14,442 shares; 2025Q3: 14,461 shares; 2025Q4: 14,287 shares 14,287 $455K <0.01% -174 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,885 shares; 2024Q4: 81,068 shares; 2025Q1: 76,350 shares; 2025Q2: 78,147 shares; 2025Q3: 20,961 shares; 2025Q4: 12,743 shares 12,743 $453K <0.01% -8,218 Timeline LCR MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,731 shares; 2025Q2: 22,605 shares; 2025Q3: 25,475 shares; 2025Q4: 11,860 shares 11,860 $452K <0.01% -13,615 Timeline BBCB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,909 shares; 2024Q4: 7,255 shares; 2025Q1: 8,299 shares; 2025Q2: 9,501 shares; 2025Q3: 9,911 shares; 2025Q4: 9,851 shares 9,851 $451K <0.01% -60 Timeline XPND FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,491 shares; 2025Q3: 11,969 shares; 2025Q4: 12,462 shares 12,462 $450K <0.01% +493 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,634 shares; 2025Q4: 2,038 shares 2,038 $450K <0.01% -596 Timeline LFSC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,267 shares 12,267 $449K <0.01% new Timeline AJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,291 shares; 2024Q4: 20,110 shares; 2025Q1: 17,604 shares; 2025Q2: 17,282 shares; 2025Q3: 16,121 shares; 2025Q4: 16,121 shares 16,121 $449K <0.01% 0 Timeline APRT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,927 shares; 2024Q4: 15,013 shares; 2025Q1: 12,439 shares; 2025Q2: 11,856 shares; 2025Q3: 11,721 shares; 2025Q4: 10,779 shares 10,779 $449K <0.01% -942 Timeline NAN NUVEEN NY DIVI ADV More: the full row for NUVEEN NY DIVI ADV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,222 shares; 2024Q4: 17,839 shares; 2025Q1: 30,298 shares; 2025Q2: 41,459 shares; 2025Q3: 43,503 shares; 2025Q4: 39,817 shares 39,817 $448K <0.01% -3,686 Timeline IYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,693 shares; 2024Q4: 29,673 shares; 2025Q1: 16,350 shares; 2025Q2: 27,160 shares; 2025Q3: 23,771 shares; 2025Q4: 20,925 shares 20,925 $448K <0.01% -2,846 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 442,877 shares; 2024Q4: 432,335 shares; 2025Q1: 508,517 shares; 2025Q2: 38,148 shares; 2025Q3: 43,603 shares; 2025Q4: 37,224 shares 37,224 $447K <0.01% -6,379 Timeline EARN ELLINGTON CREDIT COMPANY More: the full row for ELLINGTON CREDIT COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,419 shares; 2024Q4: 62,270 shares; 2025Q1: 62,703 shares; 2025Q2: 71,562 shares; 2025Q3: 76,237 shares; 2025Q4: 84,440 shares 84,440 $445K <0.01% +8,203 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,156 shares; 2024Q4: 203,930 shares; 2025Q1: 58,116 shares; 2025Q2: 61,657 shares; 2025Q3: 23,298 shares; 2025Q4: 2,447 shares 2,447 $444K <0.01% -20,851 Timeline QIS SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,647 shares; 2025Q2: 28,269 shares; 2025Q3: 29,651 shares; 2025Q4: 29,807 shares 29,807 $442K <0.01% +156 Timeline GMOV GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,184 shares; 2025Q1: 42,515 shares; 2025Q2: 41,485 shares; 2025Q3: 44,315 shares; 2025Q4: 16,051 shares 16,051 $441K <0.01% -28,264 Timeline WCBR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,099 shares; 2024Q4: 9,738 shares; 2025Q1: 13,442 shares; 2025Q2: 13,539 shares; 2025Q3: 15,489 shares; 2025Q4: 15,770 shares 15,770 $439K <0.01% +281 Timeline ESG FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,355 shares; 2024Q4: 2,347 shares; 2025Q1: 2,315 shares; 2025Q2: 2,720 shares; 2025Q3: 2,844 shares; 2025Q4: 2,769 shares 2,769 $438K <0.01% -75 Timeline TWFG TWFG INC More: the full row for TWFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,762 shares; 2025Q3: not reported; 2025Q4: 15,231 shares 15,231 $438K <0.01% new Timeline EMBC EMBECTA CORP More: the full row for EMBECTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,042 shares; 2024Q4: 13,639 shares; 2025Q1: 13,477 shares; 2025Q2: 12,467 shares; 2025Q3: 39,224 shares; 2025Q4: 36,850 shares 36,850 $438K <0.01% -2,374 Timeline EGO ELDORADO GOLD CORP NEW More: the full row for ELDORADO GOLD CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,318 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,926 shares; 2025Q4: 12,183 shares 12,183 $438K <0.01% +3,257 Timeline UPW PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,949 shares; 2024Q4: 11,229 shares; 2025Q1: 8,562 shares; 2025Q2: 25,635 shares; 2025Q3: 5,021 shares; 2025Q4: 20,144 shares 20,144 $438K <0.01% +15,123 Timeline JLQD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,417 shares 10,417 $437K <0.01% new Timeline PPH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,502 shares; 2024Q4: 5,778 shares; 2025Q1: 4,997 shares; 2025Q2: 4,275 shares; 2025Q3: 3,524 shares; 2025Q4: 4,238 shares 4,238 $437K <0.01% +714 Timeline MEC MAYVILLE ENGR CO INC More: the full row for MAYVILLE ENGR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,494 shares; 2024Q4: 28,782 shares; 2025Q1: 28,348 shares; 2025Q2: 25,280 shares; 2025Q3: 24,250 shares; 2025Q4: 23,358 shares 23,358 $437K <0.01% -892 Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,427 shares; 2024Q4: 23,189 shares; 2025Q1: 21,371 shares; 2025Q2: 10,701 shares; 2025Q3: 9,605 shares; 2025Q4: 12,858 shares 12,858 $436K <0.01% +3,253 Timeline DAVE DAVE INC More: the full row for DAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,971 shares 1,971 $436K <0.01% new Timeline INMD INMODE LTD More: the full row for INMODE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,293 shares; 2024Q4: 40,053 shares; 2025Q1: 19,171 shares; 2025Q2: 43,008 shares; 2025Q3: 31,088 shares; 2025Q4: 29,684 shares 29,684 $436K <0.01% -1,404 Timeline ZJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,557 shares; 2025Q3: 9,033 shares; 2025Q4: 15,936 shares 15,936 $436K <0.01% +6,903 Timeline UDIV FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,200 shares; 2024Q4: 7,919 shares; 2025Q1: 7,968 shares; 2025Q2: 8,050 shares; 2025Q3: 7,941 shares; 2025Q4: 8,202 shares 8,202 $436K <0.01% +261 Timeline PALC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,489 shares; 2025Q1: 9,449 shares; 2025Q2: 9,376 shares; 2025Q3: 8,973 shares; 2025Q4: 8,344 shares 8,344 $436K <0.01% -629 Timeline VTG VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,340 shares; 2025Q4: 5,706 shares 5,706 $434K <0.01% +366 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,577 shares; 2025Q4: 38,449 shares 38,449 $434K <0.01% +6,872 Timeline WLKP WESTLAKE CHEM PARTNERS LP More: the full row for WESTLAKE CHEM PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,222 shares; 2024Q4: 16,773 shares; 2025Q1: 16,878 shares; 2025Q2: 17,629 shares; 2025Q3: 18,911 shares; 2025Q4: 22,852 shares 22,852 $434K <0.01% +3,941 Timeline OCFC OCEANFIRST FINL CORP More: the full row for OCEANFIRST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,738 shares; 2024Q4: 19,454 shares; 2025Q1: 31,441 shares; 2025Q2: 31,421 shares; 2025Q3: 25,937 shares; 2025Q4: 24,169 shares 24,169 $434K <0.01% -1,768 Timeline CSB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,127 shares; 2024Q4: 76,776 shares; 2025Q1: 76,718 shares; 2025Q2: 76,681 shares; 2025Q3: 76,466 shares; 2025Q4: 7,398 shares 7,398 $434K <0.01% -69,068 Timeline IMVP INVESCO INDIA EXCHANGE-TRADE More: the full row for INVESCO INDIA EXCHANGE-TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,857 shares; 2024Q4: 8,695 shares; 2025Q1: 12,439 shares; 2025Q2: 15,424 shares; 2025Q3: 17,508 shares; 2025Q4: 17,834 shares 17,834 $434K <0.01% +326 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,320 shares; 2024Q4: 35,491 shares; 2025Q1: 23,589 shares; 2025Q2: 29,640 shares; 2025Q3: 20,942 shares; 2025Q4: 26,889 shares 26,889 $433K <0.01% +5,947 Timeline RNAM AVIDITY BIOSCIENCES INC More: the full row for AVIDITY BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,063 shares; 2024Q4: 33,132 shares; 2025Q1: 69,265 shares; 2025Q2: 65,558 shares; 2025Q3: 179,103 shares; 2025Q4: 6,000 shares 6,000 $433K <0.01% -173,103 Timeline HROW HARROW INC More: the full row for HARROW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,809 shares 8,809 $432K <0.01% new Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,746 shares; 2024Q4: 24,348 shares; 2025Q1: 31,743 shares; 2025Q2: 32,215 shares; 2025Q3: 28,782 shares; 2025Q4: 5,713 shares 5,713 $431K <0.01% -23,069 Timeline CRK COMSTOCK RES INC More: the full row for COMSTOCK RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,565 shares; 2024Q4: 18,565 shares; 2025Q1: 18,787 shares; 2025Q2: 21,525 shares; 2025Q3: 18,565 shares; 2025Q4: 18,589 shares 18,589 $431K <0.01% +24 Timeline QQA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,810 shares; 2025Q4: 8,109 shares 8,109 $430K <0.01% +3,299 Timeline RXO RXO INC More: the full row for RXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,696 shares; 2024Q4: 68,176 shares; 2025Q1: 70,917 shares; 2025Q2: 42,714 shares; 2025Q3: 37,152 shares; 2025Q4: 33,999 shares 33,999 $430K <0.01% -3,153 Timeline ICHR ICHOR HOLDINGS More: the full row for ICHOR HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,943 shares; 2024Q4: 21,578 shares; 2025Q1: 19,137 shares; 2025Q2: 20,442 shares; 2025Q3: 27,124 shares; 2025Q4: 23,312 shares 23,312 $430K <0.01% -3,812 Timeline SGRY SURGERY PARTNERS INC More: the full row for SURGERY PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,753 shares; 2024Q4: 32,707 shares; 2025Q1: 30,479 shares; 2025Q2: 32,763 shares; 2025Q3: 28,749 shares; 2025Q4: 27,787 shares 27,787 $429K <0.01% -962 Timeline DBVT DBV TECHNOLOGIES S A More: the full row for DBV TECHNOLOGIES S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,392 shares 22,392 $429K <0.01% new Timeline BHVN BIOHAVEN LTD More: the full row for BIOHAVEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 64,269 shares; 2025Q2: 62,956 shares; 2025Q3: 62,510 shares; 2025Q4: 37,952 shares 37,952 $428K <0.01% -24,558 Timeline UBND VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,301 shares; 2025Q1: 11,301 shares; 2025Q2: 11,301 shares; 2025Q3: 11,301 shares; 2025Q4: 19,413 shares 19,413 $427K <0.01% +8,112 Timeline SDFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,030 shares; 2024Q4: 11,591 shares; 2025Q1: 10,005 shares; 2025Q2: 10,270 shares; 2025Q3: 12,267 shares; 2025Q4: 11,914 shares 11,914 $426K <0.01% -353 Timeline SHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,539 shares; 2024Q4: 4,465 shares; 2025Q1: 4,640 shares; 2025Q2: 4,509 shares; 2025Q3: 1,839 shares; 2025Q4: 3,223 shares 3,223 $426K <0.01% +1,384 Timeline EMQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,464 shares; 2024Q4: 15,498 shares; 2025Q1: 13,796 shares; 2025Q2: 11,967 shares; 2025Q3: 10,386 shares; 2025Q4: 10,540 shares 10,540 $425K <0.01% +154 Timeline EQIN COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,596 shares; 2025Q3: 7,633 shares; 2025Q4: 8,906 shares 8,906 $423K <0.01% +1,273 Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,117 shares; 2024Q4: 18,859 shares; 2025Q1: 14,429 shares; 2025Q2: 10,281 shares; 2025Q3: 9,881 shares; 2025Q4: 4,940 shares 4,940 $423K <0.01% -4,941 Timeline PFLT PENNANTPARK FLOATING RATE CA More: the full row for PENNANTPARK FLOATING RATE CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,559 shares; 2025Q2: 36,933 shares; 2025Q3: 40,713 shares; 2025Q4: 45,578 shares 45,578 $423K <0.01% +4,865 Timeline LAUR LAUREATE ED INC More: the full row for LAUREATE ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,118 shares; 2025Q2: 13,598 shares; 2025Q3: 14,053 shares; 2025Q4: 12,547 shares 12,547 $422K <0.01% -1,506 Timeline EFAX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,280 shares; 2024Q4: 28,135 shares; 2025Q1: 19,528 shares; 2025Q2: 9,501 shares; 2025Q3: 8,822 shares; 2025Q4: 8,370 shares 8,370 $422K <0.01% -452 Timeline RFG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,124 shares; 2024Q4: 19,789 shares; 2025Q1: 11,822 shares; 2025Q2: 12,915 shares; 2025Q3: 8,006 shares; 2025Q4: 8,043 shares 8,043 $422K <0.01% +37 Timeline BCRX BIOCRYST PHARMACEUTICALS INC More: the full row for BIOCRYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,282 shares; 2025Q2: 10,401 shares; 2025Q3: 29,713 shares; 2025Q4: 54,065 shares 54,065 $422K <0.01% +24,352 Timeline PPIE PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,602 shares 15,602 $421K <0.01% new Timeline WTTR SELECT WATER SOLUTIONS INC More: the full row for SELECT WATER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,583 shares; 2024Q4: 30,950 shares; 2025Q1: 88,839 shares; 2025Q2: 37,235 shares; 2025Q3: 43,784 shares; 2025Q4: 39,978 shares 39,978 $421K <0.01% -3,806 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,139 shares; 2024Q4: 47,653 shares; 2025Q1: 51,549 shares; 2025Q2: 45,212 shares; 2025Q3: 45,432 shares; 2025Q4: 50,276 shares 50,276 $420K <0.01% +4,844 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,725 shares; 2024Q4: 10,473 shares; 2025Q1: 12,020 shares; 2025Q2: 7,234 shares; 2025Q3: 8,845 shares; 2025Q4: 8,562 shares 8,562 $420K <0.01% -283 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,275 shares; 2024Q4: 10,989 shares; 2025Q1: 16,161 shares; 2025Q2: 2,374 shares; 2025Q3: not reported; 2025Q4: 7,220 shares 7,220 $418K <0.01% new Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,586 shares; 2024Q4: 31,305 shares; 2025Q1: 30,170 shares; 2025Q2: 27,402 shares; 2025Q3: 24,796 shares; 2025Q4: 21,630 shares 21,630 $418K <0.01% -3,166 Timeline TEC HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,064 shares; 2025Q3: 15,217 shares; 2025Q4: 14,796 shares 14,796 $417K <0.01% -421 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,926 shares; 2025Q1: 5,991 shares; 2025Q2: 9,075 shares; 2025Q3: 11,397 shares; 2025Q4: 8,662 shares 8,662 $417K <0.01% -2,735 Timeline DXYZ DESTINY TECH100 INC More: the full row for DESTINY TECH100 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,454 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,608 shares 13,608 $417K <0.01% new Timeline CALC CALCIMEDICA INC More: the full row for CALCIMEDICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,631 shares; 2024Q4: 46,552 shares; 2025Q1: 59,047 shares; 2025Q2: 93,433 shares; 2025Q3: 76,705 shares; 2025Q4: 63,186 shares 63,186 $416K <0.01% -13,519 Timeline XRN CHIRON REAL ESTATE INC More: the full row for CHIRON REAL ESTATE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,329 shares; 2025Q4: 12,325 shares 12,325 $416K <0.01% -4 Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,358 shares; 2024Q4: 20,224 shares; 2025Q1: 17,219 shares; 2025Q2: 8,036 shares; 2025Q3: 6,357 shares; 2025Q4: 6,803 shares 6,803 $413K <0.01% +446 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,574 shares; 2025Q1: 10,839 shares; 2025Q2: 11,685 shares; 2025Q3: 12,168 shares; 2025Q4: 14,155 shares 14,155 $412K <0.01% +1,987 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,117 shares; 2025Q2: 41,375 shares; 2025Q3: 47,241 shares; 2025Q4: 35,893 shares 35,893 $412K <0.01% -11,348 Timeline XPEL XPEL INC More: the full row for XPEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,430 shares; 2024Q4: 44,527 shares; 2025Q1: 47,399 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,252 shares 8,252 $412K <0.01% new Timeline USVM VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,676 shares; 2025Q2: 4,437 shares; 2025Q3: 4,434 shares; 2025Q4: 4,507 shares 4,507 $411K <0.01% +73 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,267 shares 28,267 $411K <0.01% new Timeline GAM GENERAL AMERN INVS CO INC More: the full row for GENERAL AMERN INVS CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,115 shares; 2024Q4: 31,898 shares; 2025Q1: 31,571 shares; 2025Q2: 34,381 shares; 2025Q3: 6,317 shares; 2025Q4: 6,960 shares 6,960 $409K <0.01% +643 Timeline QMNV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,469 shares 17,469 $408K <0.01% new Timeline RSPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,667 shares; 2024Q4: 40,063 shares; 2025Q1: 39,781 shares; 2025Q2: 37,566 shares; 2025Q3: 16,399 shares; 2025Q4: 11,962 shares 11,962 $408K <0.01% -4,437 Timeline IGA VOYA GLBL ADV & PREM OPP FD More: the full row for VOYA GLBL ADV & PREM OPP FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,091 shares; 2025Q2: 43,329 shares; 2025Q3: 36,143 shares; 2025Q4: 41,932 shares 41,932 $408K <0.01% +5,789 Timeline BHK BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,270 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,317 shares; 2025Q3: 15,675 shares; 2025Q4: 42,474 shares 42,474 $407K <0.01% +26,799 Timeline OSBC OLD SECOND BANCORP INC DEL More: the full row for OLD SECOND BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,409 shares; 2024Q4: 20,364 shares; 2025Q1: 27,135 shares; 2025Q2: 33,284 shares; 2025Q3: 32,695 shares; 2025Q4: 20,878 shares 20,878 $407K <0.01% -11,817 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,322 shares; 2025Q3: 7,226 shares; 2025Q4: 8,916 shares 8,916 $407K <0.01% +1,690 Timeline THNQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,318 shares; 2024Q4: 8,568 shares; 2025Q1: 8,564 shares; 2025Q2: 7,844 shares; 2025Q3: 7,256 shares; 2025Q4: 6,373 shares 6,373 $405K <0.01% -883 Timeline MXL MAXLINEAR INC More: the full row for MAXLINEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,499 shares; 2025Q4: 23,198 shares 23,198 $404K <0.01% +699 Timeline FFLG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,252 shares; 2024Q4: 17,239 shares; 2025Q1: 17,194 shares; 2025Q2: 19,000 shares; 2025Q3: 15,687 shares; 2025Q4: 13,481 shares 13,481 $404K <0.01% -2,206 Timeline STNE STONECO LTD More: the full row for STONECO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 612,531 shares; 2025Q3: 647,957 shares; 2025Q4: 27,254 shares 27,254 $403K <0.01% -620,703 Timeline DIG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,811 shares; 2025Q3: 11,059 shares; 2025Q4: 11,129 shares 11,129 $402K <0.01% +70 Timeline COPJ SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,251 shares; 2025Q4: 10,200 shares 10,200 $401K <0.01% -2,051 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,673 shares; 2024Q4: 81,671 shares; 2025Q1: 80,008 shares; 2025Q2: 79,926 shares; 2025Q3: 69,207 shares; 2025Q4: 6,923 shares 6,923 $400K <0.01% -62,284 Timeline KYMR KYMERA THERAPEUTICS INC More: the full row for KYMERA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,113 shares 5,113 $398K <0.01% new Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,424 shares; 2025Q4: 14,984 shares 14,984 $398K <0.01% +3,560 Timeline XAIX DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,291 shares; 2025Q3: 5,240 shares; 2025Q4: 9,247 shares 9,247 $397K <0.01% +4,007 Timeline FT FRANKLIN UNVL TR More: the full row for FRANKLIN UNVL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,616 shares; 2025Q4: 49,557 shares 49,557 $396K <0.01% +6,941 Timeline QYLG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,137 shares; 2025Q2: 10,654 shares; 2025Q3: 14,976 shares; 2025Q4: 14,538 shares 14,538 $396K <0.01% -438 Timeline GCC WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,101 shares; 2024Q4: 35,445 shares; 2025Q1: 44,991 shares; 2025Q2: 24,429 shares; 2025Q3: 22,207 shares; 2025Q4: 18,684 shares 18,684 $395K <0.01% -3,523 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,313 shares; 2024Q4: 4,875 shares; 2025Q1: 5,692 shares; 2025Q2: 6,912 shares; 2025Q3: 9,168 shares; 2025Q4: 5,333 shares 5,333 $395K <0.01% -3,835 Timeline FLC FLAHERTY & CRUMRINE TOTAL RE More: the full row for FLAHERTY & CRUMRINE TOTAL RE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,586 shares; 2025Q2: 23,728 shares; 2025Q3: 19,675 shares; 2025Q4: 22,512 shares 22,512 $394K <0.01% +2,837 Timeline DVXV WEBS ETF TR More: the full row for WEBS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,639 shares 12,639 $393K <0.01% new Timeline MBC MASTERBRAND INC More: the full row for MASTERBRAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,030 shares; 2024Q4: 43,729 shares; 2025Q1: 48,842 shares; 2025Q2: 36,798 shares; 2025Q3: 37,216 shares; 2025Q4: 35,412 shares 35,412 $391K <0.01% -1,804 Timeline POET POET TECHNOLOGIES INC More: the full row for POET TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,576 shares 61,576 $390K <0.01% new Timeline CHMI CHERRY HILL MTG INVT CORP More: the full row for CHERRY HILL MTG INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,541 shares; 2025Q3: 17,419 shares; 2025Q4: 152,685 shares 152,685 $389K <0.01% +135,266 Timeline TRND PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,355 shares; 2024Q4: 12,264 shares; 2025Q1: 11,550 shares; 2025Q2: 11,992 shares; 2025Q3: 11,452 shares; 2025Q4: 11,568 shares 11,568 $389K <0.01% +116 Timeline CAMT CAMTEK LTD More: the full row for CAMTEK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,621 shares; 2024Q4: 11,152 shares; 2025Q1: 11,609 shares; 2025Q2: 12,228 shares; 2025Q3: 12,168 shares; 2025Q4: 3,655 shares 3,655 $389K <0.01% -8,513 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,344 shares; 2024Q4: 12,831 shares; 2025Q1: 11,831 shares; 2025Q2: 53,940 shares; 2025Q3: 54,237 shares; 2025Q4: 9,890 shares 9,890 $389K <0.01% -44,347 Timeline MFSB MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,365 shares 15,365 $387K <0.01% new Timeline BCV BANCROFT FD LTD More: the full row for BANCROFT FD LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,120 shares; 2024Q4: 15,992 shares; 2025Q1: 15,609 shares; 2025Q2: 19,773 shares; 2025Q3: 19,416 shares; 2025Q4: 17,510 shares 17,510 $387K <0.01% -1,906 Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,639 shares; 2024Q4: 41,618 shares; 2025Q1: 40,951 shares; 2025Q2: 29,244 shares; 2025Q3: 26,589 shares; 2025Q4: 23,405 shares 23,405 $386K <0.01% -3,184 Timeline ERO ERO COPPER CORP More: the full row for ERO COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,255 shares; 2024Q4: 52,145 shares; 2025Q1: 55,103 shares; 2025Q2: 56,255 shares; 2025Q3: 83,774 shares; 2025Q4: 13,627 shares 13,627 $386K <0.01% -70,147 Timeline CCD CALAMOS DYNAMIC CONV & INCOM More: the full row for CALAMOS DYNAMIC CONV & INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,317 shares; 2024Q4: 19,139 shares; 2025Q1: 19,139 shares; 2025Q2: 19,139 shares; 2025Q3: 17,578 shares; 2025Q4: 18,397 shares 18,397 $384K <0.01% +819 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,768 shares; 2024Q4: 205,365 shares; 2025Q1: 214,027 shares; 2025Q2: 216,164 shares; 2025Q3: 67,837 shares; 2025Q4: 29,771 shares 29,771 $384K <0.01% -38,066 Timeline FTHF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,531 shares 11,531 $381K <0.01% new Timeline XBJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,702 shares; 2025Q1: 8,078 shares; 2025Q2: 9,405 shares; 2025Q3: 9,631 shares; 2025Q4: 9,962 shares 9,962 $381K <0.01% +331 Timeline STXS STEREOTAXIS INC More: the full row for STEREOTAXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,453 shares; 2024Q4: 61,075 shares; 2025Q1: 89,937 shares; 2025Q2: not reported; 2025Q3: 132,674 shares; 2025Q4: 165,681 shares 165,681 $381K <0.01% +33,007 Timeline EVLN MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,571 shares; 2025Q4: 7,693 shares 7,693 $381K <0.01% +122 Timeline XES SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,733 shares; 2024Q4: 9,248 shares; 2025Q1: 6,345 shares; 2025Q2: 5,811 shares; 2025Q3: 5,304 shares; 2025Q4: 4,630 shares 4,630 $380K <0.01% -674 Timeline RFIX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,812 shares; 2025Q3: 7,830 shares; 2025Q4: 10,443 shares 10,443 $379K <0.01% +2,613 Timeline DCO DUCOMMUN INC DEL More: the full row for DUCOMMUN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,119 shares; 2025Q3: 3,236 shares; 2025Q4: 3,981 shares 3,981 $379K <0.01% +745 Timeline OFLX OMEGA FLEX INC More: the full row for OMEGA FLEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,384 shares; 2024Q4: 28,295 shares; 2025Q1: 35,498 shares; 2025Q2: 30,079 shares; 2025Q3: 24,775 shares; 2025Q4: 12,859 shares 12,859 $379K <0.01% -11,916 Timeline FAB FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,943 shares; 2024Q4: 5,754 shares; 2025Q1: 5,538 shares; 2025Q2: 5,132 shares; 2025Q3: 5,441 shares; 2025Q4: 4,226 shares 4,226 $377K <0.01% -1,215 Timeline QALT SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,524 shares; 2025Q4: 15,057 shares 15,057 $375K <0.01% +3,533 Timeline QDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,910 shares 12,910 $375K <0.01% new Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,922 shares; 2025Q4: 3,814 shares 3,814 $374K <0.01% +892 Timeline QLV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,075 shares; 2024Q4: 29,306 shares; 2025Q1: 6,068 shares; 2025Q2: 5,684 shares; 2025Q3: 5,495 shares; 2025Q4: 5,190 shares 5,190 $374K <0.01% -305 Timeline THW ABRDN WORLD HEALTHCARE FUND More: the full row for ABRDN WORLD HEALTHCARE FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,831 shares; 2024Q4: 23,501 shares; 2025Q1: 26,614 shares; 2025Q2: 31,765 shares; 2025Q3: 27,265 shares; 2025Q4: 29,232 shares 29,232 $374K <0.01% +1,967 Timeline IQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,137 shares; 2025Q4: 4,271 shares 4,271 $373K <0.01% +134 Timeline BBW BUILD-A-BEAR WORKSHOP INC More: the full row for BUILD-A-BEAR WORKSHOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,164 shares; 2025Q4: 6,077 shares 6,077 $372K <0.01% -2,087 Timeline BSSX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,144 shares; 2024Q4: 46,951 shares; 2025Q1: 46,524 shares; 2025Q2: 28,093 shares; 2025Q3: 25,888 shares; 2025Q4: 14,357 shares 14,357 $371K <0.01% -11,531 Timeline NMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,488 shares; 2025Q3: 11,948 shares; 2025Q4: 12,576 shares 12,576 $371K <0.01% +628 Timeline UTMD UTAH MED PRODS INC More: the full row for UTAH MED PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,623 shares; 2024Q4: 7,373 shares; 2025Q1: 10,154 shares; 2025Q2: 9,744 shares; 2025Q3: 6,297 shares; 2025Q4: 6,611 shares 6,611 $370K <0.01% +314 Timeline MNSO MINISO GROUP HLDG LTD More: the full row for MINISO GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,913 shares; 2025Q3: 19,214 shares; 2025Q4: 19,652 shares 19,652 $368K <0.01% +438 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,299 shares; 2025Q3: 16,355 shares; 2025Q4: 17,313 shares 17,313 $368K <0.01% +958 Timeline MFLX FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,662 shares; 2024Q4: 20,544 shares; 2025Q1: 21,339 shares; 2025Q2: 21,683 shares; 2025Q3: 21,762 shares; 2025Q4: 21,613 shares 21,613 $367K <0.01% -149 Timeline EMCS DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,030 shares; 2024Q4: 13,286 shares; 2025Q1: 11,858 shares; 2025Q2: 11,741 shares; 2025Q3: 10,527 shares; 2025Q4: 10,288 shares 10,288 $367K <0.01% -239 Timeline SIO TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,125 shares; 2024Q4: 11,571 shares; 2025Q1: 11,769 shares; 2025Q2: 12,867 shares; 2025Q3: 13,365 shares; 2025Q4: 14,122 shares 14,122 $366K <0.01% +757 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,608 shares; 2024Q4: 36,906 shares; 2025Q1: 37,470 shares; 2025Q2: 47,595 shares; 2025Q3: 46,647 shares; 2025Q4: 32,482 shares 32,482 $366K <0.01% -14,165 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,540 shares; 2024Q4: 6,696 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,570 shares; 2025Q4: 5,328 shares 5,328 $365K <0.01% +758 Timeline SPE SPECIAL OPPORTUNITIES FD INC More: the full row for SPECIAL OPPORTUNITIES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,197 shares; 2025Q2: 26,167 shares; 2025Q3: 21,677 shares; 2025Q4: 24,735 shares 24,735 $363K <0.01% +3,058 Timeline BKUI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,517 shares; 2025Q2: 9,290 shares; 2025Q3: 6,205 shares; 2025Q4: 7,303 shares 7,303 $363K <0.01% +1,098 Timeline CTO CTO RLTY GROWTH INC NEW More: the full row for CTO RLTY GROWTH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,976 shares; 2024Q4: 25,291 shares; 2025Q1: 25,112 shares; 2025Q2: 24,669 shares; 2025Q3: 20,363 shares; 2025Q4: 19,721 shares 19,721 $363K <0.01% -642 Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,308 shares 3,308 $363K <0.01% new Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,013 shares; 2024Q4: 53,263 shares; 2025Q1: 25,444 shares; 2025Q2: 31,753 shares; 2025Q3: 33,755 shares; 2025Q4: 33,426 shares 33,426 $362K <0.01% -329 Timeline ASR GRUPO AEROPORTUARIO DEL SURE More: the full row for GRUPO AEROPORTUARIO DEL SURE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 844 shares; 2024Q4: 853 shares; 2025Q1: 1,206 shares; 2025Q2: 1,196 shares; 2025Q3: 1,108 shares; 2025Q4: 1,117 shares 1,117 $361K <0.01% +9 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,794 shares; 2024Q4: 18,700 shares; 2025Q1: 18,709 shares; 2025Q2: 20,273 shares; 2025Q3: 19,616 shares; 2025Q4: 1,259 shares 1,259 $361K <0.01% -18,357 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,886 shares; 2024Q4: 103,271 shares; 2025Q1: 88,741 shares; 2025Q2: 30,602 shares; 2025Q3: 29,231 shares; 2025Q4: 23,151 shares 23,151 $361K <0.01% -6,080 Timeline KKR & CO INC KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,841 shares; 2025Q3: 5,327 shares; 2025Q4: 6,898 shares 6,898 $358K <0.01% +1,571 LADR LADDER CAP CORP More: the full row for LADDER CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,450 shares; 2024Q4: 30,794 shares; 2025Q1: 34,405 shares; 2025Q2: 34,990 shares; 2025Q3: 35,328 shares; 2025Q4: 32,432 shares 32,432 $356K <0.01% -2,896 Timeline PGHY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,904 shares 17,904 $356K <0.01% new Timeline BSMZ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,966 shares 13,966 $355K <0.01% new Timeline ADEA ADEIA INC More: the full row for ADEIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,452 shares; 2024Q4: 19,441 shares; 2025Q1: 19,239 shares; 2025Q2: 38,015 shares; 2025Q3: 41,495 shares; 2025Q4: 20,581 shares 20,581 $355K <0.01% -20,914 Timeline BSMY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,956 shares; 2025Q1: 38,529 shares; 2025Q2: 18,938 shares; 2025Q3: 23,780 shares; 2025Q4: 14,438 shares 14,438 $355K <0.01% -9,342 Timeline NDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,790 shares 12,790 $355K <0.01% new Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,208 shares; 2024Q4: 7,621 shares; 2025Q1: 5,804 shares; 2025Q2: 6,039 shares; 2025Q3: 4,495 shares; 2025Q4: 4,808 shares 4,808 $354K <0.01% +313 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,722 shares; 2024Q4: 13,112 shares; 2025Q1: 13,712 shares; 2025Q2: 34,298 shares; 2025Q3: 11,916 shares; 2025Q4: 8,155 shares 8,155 $354K <0.01% -3,761 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,012 shares; 2024Q4: 8,988 shares; 2025Q1: 9,163 shares; 2025Q2: 8,826 shares; 2025Q3: 7,513 shares; 2025Q4: 7,900 shares 7,900 $353K <0.01% +387 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,124 shares; 2024Q4: 24,356 shares; 2025Q1: 28,640 shares; 2025Q2: 44,179 shares; 2025Q3: 42,405 shares; 2025Q4: 19,506 shares 19,506 $353K <0.01% -22,899 Timeline HARD SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,765 shares; 2025Q2: 11,334 shares; 2025Q3: 11,787 shares; 2025Q4: 11,887 shares 11,887 $352K <0.01% +100 Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 121,501 shares; 2025Q1: 141,399 shares; 2025Q2: 51,539 shares; 2025Q3: 53,258 shares; 2025Q4: 24,195 shares 24,195 $352K <0.01% -29,063 Timeline CHEF CHEFS WHSE INC More: the full row for CHEFS WHSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,532 shares; 2025Q1: 4,274 shares; 2025Q2: 6,609 shares; 2025Q3: 6,157 shares; 2025Q4: 5,650 shares 5,650 $352K <0.01% -507 Timeline CURB CURBLINE PPTYS CORP More: the full row for CURBLINE PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,901 shares; 2025Q2: 12,110 shares; 2025Q3: 30,265 shares; 2025Q4: 15,116 shares 15,116 $351K <0.01% -15,149 Timeline CRF CORNERSTONE TOTAL RETURN FD More: the full row for CORNERSTONE TOTAL RETURN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,826 shares; 2025Q1: 37,023 shares; 2025Q2: 37,300 shares; 2025Q3: 39,762 shares; 2025Q4: 43,740 shares 43,740 $350K <0.01% +3,978 Timeline USAI PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,620 shares; 2025Q1: 38,771 shares; 2025Q2: 39,594 shares; 2025Q3: 8,632 shares; 2025Q4: 9,181 shares 9,181 $350K <0.01% +549 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,491 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,826 shares; 2025Q3: not reported; 2025Q4: 3,221 shares 3,221 $350K <0.01% new Timeline GSL GLOBAL SHIP LEASE INC More: the full row for GLOBAL SHIP LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,181 shares; 2024Q4: 20,024 shares; 2025Q1: 22,012 shares; 2025Q2: 17,223 shares; 2025Q3: 12,186 shares; 2025Q4: 9,992 shares 9,992 $350K <0.01% -2,194 Timeline ZAP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,046 shares 12,046 $350K <0.01% new Timeline ARGT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,834 shares; 2025Q2: not reported; 2025Q3: 4,135 shares; 2025Q4: 3,824 shares 3,824 $350K <0.01% -311 Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,497 shares; 2024Q4: 41,323 shares; 2025Q1: 43,896 shares; 2025Q2: 41,265 shares; 2025Q3: 63,788 shares; 2025Q4: 57,888 shares 57,888 $349K <0.01% -5,900 Timeline BANC BANC OF CALIFORNIA INC More: the full row for BANC OF CALIFORNIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,891 shares; 2024Q4: 19,026 shares; 2025Q1: 20,091 shares; 2025Q2: 19,896 shares; 2025Q3: 17,501 shares; 2025Q4: 18,082 shares 18,082 $349K <0.01% +581 Timeline XIJN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,121 shares; 2025Q4: 11,240 shares 11,240 $348K <0.01% +119 Timeline NEO NEOGENOMICS INC More: the full row for NEOGENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,128 shares; 2024Q4: 80,902 shares; 2025Q1: 64,068 shares; 2025Q2: 61,049 shares; 2025Q3: 35,605 shares; 2025Q4: 29,624 shares 29,624 $348K <0.01% -5,981 Timeline CYRX CRYOPORT INC More: the full row for CRYOPORT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,369 shares; 2024Q4: 33,197 shares; 2025Q1: 38,976 shares; 2025Q2: 35,467 shares; 2025Q3: 33,484 shares; 2025Q4: 36,245 shares 36,245 $348K <0.01% +2,761 Timeline YDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,182 shares; 2024Q4: 15,768 shares; 2025Q1: 11,874 shares; 2025Q2: 10,193 shares; 2025Q3: 10,234 shares; 2025Q4: 13,280 shares 13,280 $348K <0.01% +3,046 Timeline LCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,040 shares; 2025Q3: 14,121 shares; 2025Q4: 14,531 shares 14,531 $348K <0.01% +410 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,630 shares; 2025Q3: 8,843 shares; 2025Q4: 13,465 shares 13,465 $347K <0.01% +4,622 Timeline AGIO AGIOS PHARMACEUTICALS INC More: the full row for AGIOS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,010 shares; 2024Q4: 24,805 shares; 2025Q1: 22,553 shares; 2025Q2: 10,100 shares; 2025Q3: 9,423 shares; 2025Q4: 12,735 shares 12,735 $347K <0.01% +3,312 Timeline APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,681 shares; 2025Q1: not reported; 2025Q2: 4,213 shares; 2025Q3: 4,576 shares; 2025Q4: 4,588 shares 4,588 $346K <0.01% +12 HEWJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,861 shares; 2025Q3: 4,884 shares; 2025Q4: 6,559 shares 6,559 $346K <0.01% +1,675 Timeline PTA COHEN & STEERS TAX ADVAN PFD More: the full row for COHEN & STEERS TAX ADVAN PFD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,489 shares; 2024Q4: 13,038 shares; 2025Q1: 13,507 shares; 2025Q2: 17,534 shares; 2025Q3: 18,086 shares; 2025Q4: 17,870 shares 17,870 $345K <0.01% -216 Timeline AMWD AMERICAN WOODMARK CORP More: the full row for AMERICAN WOODMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,164 shares; 2024Q4: 4,498 shares; 2025Q1: not reported; 2025Q2: 4,771 shares; 2025Q3: 4,808 shares; 2025Q4: 6,401 shares 6,401 $345K <0.01% +1,593 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,874 shares 9,874 $345K <0.01% new Timeline HIFS HINGHAM INSTN SVGS MASS More: the full row for HINGHAM INSTN SVGS MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,365 shares; 2024Q4: 1,315 shares; 2025Q1: 1,276 shares; 2025Q2: 1,316 shares; 2025Q3: 1,267 shares; 2025Q4: 1,213 shares 1,213 $344K <0.01% -54 Timeline JRS NUVEEN REAL ESTATE INCOME FD More: the full row for NUVEEN REAL ESTATE INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,098 shares; 2024Q4: 40,349 shares; 2025Q1: 45,345 shares; 2025Q2: 47,265 shares; 2025Q3: 65,713 shares; 2025Q4: 44,964 shares 44,964 $344K <0.01% -20,749 Timeline TAIL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,046 shares; 2025Q3: 24,089 shares; 2025Q4: 29,939 shares 29,939 $344K <0.01% +5,850 Timeline EFXT ENERFLEX LTD More: the full row for ENERFLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 111,703 shares; 2025Q2: 141,524 shares; 2025Q3: 162,951 shares; 2025Q4: 22,289 shares 22,289 $344K <0.01% -140,662 Timeline GXC SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,303 shares; 2024Q4: 5,550 shares; 2025Q1: 2,899 shares; 2025Q2: 3,664 shares; 2025Q3: 3,083 shares; 2025Q4: 3,543 shares 3,543 $343K <0.01% +460 Timeline IMAX IMAX CORP More: the full row for IMAX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,277 shares; 2024Q4: 62,406 shares; 2025Q1: 61,937 shares; 2025Q2: 62,076 shares; 2025Q3: 54,547 shares; 2025Q4: 9,263 shares 9,263 $342K <0.01% -45,284 Timeline WDI WESTERN ASSET DIVERSIFIED IN More: the full row for WESTERN ASSET DIVERSIFIED IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,522 shares; 2024Q4: 39,781 shares; 2025Q1: 19,080 shares; 2025Q2: 23,466 shares; 2025Q3: 25,024 shares; 2025Q4: 24,786 shares 24,786 $342K <0.01% -238 Timeline INTM INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,611 shares 6,611 $342K <0.01% new Timeline FEBM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,482 shares; 2025Q2: 46,685 shares; 2025Q3: 24,774 shares; 2025Q4: 11,257 shares 11,257 $342K <0.01% -13,517 Timeline RZG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,859 shares; 2024Q4: 7,375 shares; 2025Q1: 7,582 shares; 2025Q2: 8,591 shares; 2025Q3: 6,198 shares; 2025Q4: 6,272 shares 6,272 $341K <0.01% +74 Timeline MUA BLACKROCK MUNIASSETS FD INC More: the full row for BLACKROCK MUNIASSETS FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,322 shares; 2024Q4: 19,344 shares; 2025Q1: 26,730 shares; 2025Q2: 184,633 shares; 2025Q3: 34,134 shares; 2025Q4: 31,789 shares 31,789 $340K <0.01% -2,345 Timeline DFIN DONNELLEY FINL SOLUTIONS INC More: the full row for DONNELLEY FINL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,638 shares; 2024Q4: 162,247 shares; 2025Q1: 172,622 shares; 2025Q2: 161,998 shares; 2025Q3: 101,502 shares; 2025Q4: 7,263 shares 7,263 $339K <0.01% -94,239 Timeline JUNM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,395 shares; 2024Q4: 154,244 shares; 2025Q1: 7,718 shares; 2025Q2: 6,642 shares; 2025Q3: 10,449 shares; 2025Q4: 9,893 shares 9,893 $339K <0.01% -556 Timeline SNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 410,844 shares; 2025Q4: 13,580 shares 13,580 $336K <0.01% -397,264 Timeline YELP YELP INC More: the full row for YELP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,212 shares; 2024Q4: 7,811 shares; 2025Q1: 7,899 shares; 2025Q2: 9,798 shares; 2025Q3: 22,306 shares; 2025Q4: 11,011 shares 11,011 $335K <0.01% -11,295 Timeline BBH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,245 shares; 2024Q4: 1,408 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,763 shares 1,763 $334K <0.01% new Timeline TELFY TELEFONICA SA-SPON ADR More: the full row for TELEFONICA SA-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,092 shares; 2024Q4: 44,151 shares; 2025Q1: 47,352 shares; 2025Q2: 58,641 shares; 2025Q3: 65,584 shares; 2025Q4: 82,287 shares 82,287 $333K <0.01% +16,703 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,530 shares; 2024Q4: 112,188 shares; 2025Q1: 38,627 shares; 2025Q2: 40,978 shares; 2025Q3: 137,575 shares; 2025Q4: 35,113 shares 35,113 $333K <0.01% -102,462 Timeline BBBS BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,933 shares; 2025Q4: 6,461 shares 6,461 $333K <0.01% +2,528 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,070 shares; 2025Q3: 15,602 shares; 2025Q4: 23,404 shares 23,404 $332K <0.01% +7,802 Timeline AVSE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,358 shares; 2025Q3: 3,782 shares; 2025Q4: 5,099 shares 5,099 $331K <0.01% +1,317 Timeline INTR INTER & CO INC More: the full row for INTER & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,274 shares; 2024Q4: 16,873 shares; 2025Q1: 30,589 shares; 2025Q2: 46,573 shares; 2025Q3: 39,515 shares; 2025Q4: 38,988 shares 38,988 $331K <0.01% -527 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,451 shares; 2024Q4: 34,547 shares; 2025Q1: 31,883 shares; 2025Q2: 28,069 shares; 2025Q3: 6,713 shares; 2025Q4: 6,775 shares 6,775 $330K <0.01% +62 Timeline NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,464 shares; 2024Q4: 137,773 shares; 2025Q1: 60,337 shares; 2025Q2: 45,545 shares; 2025Q3: 41,492 shares; 2025Q4: 35,805 shares 35,805 $330K <0.01% -5,687 Timeline RSPD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,636 shares; 2024Q4: 105,294 shares; 2025Q1: 16,868 shares; 2025Q2: 6,350 shares; 2025Q3: 5,912 shares; 2025Q4: 5,764 shares 5,764 $329K <0.01% -148 Timeline HAP VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,073 shares; 2024Q4: 7,047 shares; 2025Q1: 6,917 shares; 2025Q2: 6,914 shares; 2025Q3: not reported; 2025Q4: 5,462 shares 5,462 $328K <0.01% new Timeline QCAP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,751 shares; 2025Q3: 13,881 shares; 2025Q4: 13,844 shares 13,844 $328K <0.01% -37 Timeline VSTM VERASTEM INC More: the full row for VERASTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,469 shares 42,469 $328K <0.01% new Timeline UVE UNIVERSAL INS HLDGS INC More: the full row for UNIVERSAL INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,970 shares; 2025Q3: 10,965 shares; 2025Q4: 9,697 shares 9,697 $328K <0.01% -1,268 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 88,952 shares; 2025Q3: 14,077 shares; 2025Q4: 14,655 shares 14,655 $328K <0.01% +578 Timeline NEOG NEOGEN CORP More: the full row for NEOGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499,377 shares; 2024Q4: 489,367 shares; 2025Q1: 487,499 shares; 2025Q2: 133,475 shares; 2025Q3: 90,516 shares; 2025Q4: 46,824 shares 46,824 $327K <0.01% -43,692 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,643 shares; 2025Q1: 6,148 shares; 2025Q2: 5,273 shares; 2025Q3: 5,186 shares; 2025Q4: 4,688 shares 4,688 $326K <0.01% -498 Timeline FDTX FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,513 shares; 2025Q2: 6,431 shares; 2025Q3: 8,031 shares; 2025Q4: 7,997 shares 7,997 $326K <0.01% -34 Timeline XDSQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,346 shares; 2024Q4: 7,375 shares; 2025Q1: 6,980 shares; 2025Q2: 6,916 shares; 2025Q3: 7,604 shares; 2025Q4: 7,822 shares 7,822 $326K <0.01% +218 Timeline IBCP INDEPENDENT BK CORP MICH More: the full row for INDEPENDENT BK CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,999 shares; 2024Q4: 11,017 shares; 2025Q1: 15,079 shares; 2025Q2: 15,370 shares; 2025Q3: 17,568 shares; 2025Q4: 10,007 shares 10,007 $326K <0.01% -7,561 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,384 shares; 2024Q4: 11,425 shares; 2025Q1: 7,026 shares; 2025Q2: 6,123 shares; 2025Q3: 6,000 shares; 2025Q4: 4,076 shares 4,076 $325K <0.01% -1,924 Timeline XIDE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,431 shares; 2025Q1: 11,296 shares; 2025Q2: 9,840 shares; 2025Q3: 10,539 shares; 2025Q4: 10,746 shares 10,746 $324K <0.01% +207 Timeline AUGM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,477 shares; 2025Q1: 9,896 shares; 2025Q2: 9,896 shares; 2025Q3: 9,623 shares; 2025Q4: 9,513 shares 9,513 $324K <0.01% -110 Timeline RFI COHEN & STEERS TOTAL RETURN More: the full row for COHEN & STEERS TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,836 shares; 2025Q1: 32,139 shares; 2025Q2: 32,125 shares; 2025Q3: 30,570 shares; 2025Q4: 29,280 shares 29,280 $324K <0.01% -1,290 Timeline UGE PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,186 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,907 shares; 2025Q3: 21,199 shares; 2025Q4: 19,322 shares 19,322 $323K <0.01% -1,877 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,567 shares; 2025Q3: 12,146 shares; 2025Q4: 12,822 shares 12,822 $323K <0.01% +676 Timeline SAFT SAFETY INS GROUP INC More: the full row for SAFETY INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,850 shares; 2024Q4: 3,898 shares; 2025Q1: 3,918 shares; 2025Q2: 3,934 shares; 2025Q3: 3,758 shares; 2025Q4: 4,143 shares 4,143 $323K <0.01% +385 Timeline XIMR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,863 shares; 2024Q4: 13,385 shares; 2025Q1: 14,624 shares; 2025Q2: 15,685 shares; 2025Q3: 9,985 shares; 2025Q4: 10,348 shares 10,348 $323K <0.01% +363 Timeline SLRC SLR INVESTMENT CORP More: the full row for SLR INVESTMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,658 shares; 2024Q4: 14,090 shares; 2025Q1: 18,074 shares; 2025Q2: 19,078 shares; 2025Q3: 19,902 shares; 2025Q4: 20,855 shares 20,855 $322K <0.01% +953 Timeline PAY PAYMENTUS HOLDINGS INC More: the full row for PAYMENTUS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,716 shares; 2025Q2: not reported; 2025Q3: 9,631 shares; 2025Q4: 10,201 shares 10,201 $322K <0.01% +570 Timeline DMAX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,966 shares; 2025Q2: 42,190 shares; 2025Q3: 41,913 shares; 2025Q4: 12,074 shares 12,074 $322K <0.01% -29,839 Timeline CMDT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 298,305 shares; 2025Q4: 11,661 shares 11,661 $322K <0.01% -286,644 Timeline DBL DOUBLELINE OPPORTUNISTIC CR More: the full row for DOUBLELINE OPPORTUNISTIC CR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,338 shares; 2025Q3: 16,725 shares; 2025Q4: 21,094 shares 21,094 $322K <0.01% +4,369 Timeline AVAH AVEANNA HEALTHCARE HLDGS INC More: the full row for AVEANNA HEALTHCARE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,550 shares; 2025Q4: 39,279 shares 39,279 $321K <0.01% +18,729 Timeline XSCDX LMP CAP & INCOME FD INC More: the full row for LMP CAP & INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,572 shares; 2024Q4: 26,253 shares; 2025Q1: 26,044 shares; 2025Q2: 23,020 shares; 2025Q3: 19,040 shares; 2025Q4: 21,655 shares 21,655 $321K <0.01% +2,615 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,941 shares; 2025Q4: 12,966 shares 12,966 $321K <0.01% +4,025 Timeline AXGN AXOGEN INC More: the full row for AXOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,778 shares 9,778 $320K <0.01% new Timeline DLY DOUBLELINE YIELD OPPORTUNITI More: the full row for DOUBLELINE YIELD OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,177 shares; 2024Q4: 17,404 shares; 2025Q1: 17,588 shares; 2025Q2: 23,784 shares; 2025Q3: 22,220 shares; 2025Q4: 21,985 shares 21,985 $320K <0.01% -235 Timeline QCOC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,963 shares; 2025Q1: not reported; 2025Q2: 10,833 shares; 2025Q3: 10,861 shares; 2025Q4: 14,235 shares 14,235 $320K <0.01% +3,374 Timeline PRSU PURSUIT ATTRACTIONS AND HOSP More: the full row for PURSUIT ATTRACTIONS AND HOSP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,131 shares; 2025Q4: 9,482 shares 9,482 $319K <0.01% +2,351 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,896 shares; 2024Q4: 13,820 shares; 2025Q1: 2,211 shares; 2025Q2: 3,038 shares; 2025Q3: 2,833 shares; 2025Q4: 2,340 shares 2,340 $319K <0.01% -493 Timeline CMP COMPASS MINERALS INTL INC More: the full row for COMPASS MINERALS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,581 shares; 2024Q4: 47,656 shares; 2025Q1: 49,191 shares; 2025Q2: 56,085 shares; 2025Q3: 55,817 shares; 2025Q4: 16,203 shares 16,203 $318K <0.01% -39,614 Timeline