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Envestnet Portfolio Solutions, Inc.

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13F filer, CIK 1998033, BERWYN, PA

Envestnet Portfolio Solutions, Inc. reported $28,480,823,677 across 1,482 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-06. Its ten largest share positions make up 36.26% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-26-001251

Period
2025-12-31
Reported value
$28.5B
Holdings
1,482
Top 10 weight
36.26%
New
121
Sold out
82

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IVEadded+816,767$173M
IEMGadded+1,387,943$93.3M
MTUMadded+256,639$64.2M
IVVadded+87,784$60.1M
NFLXadded+397,363$37.3M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
QUALreduced-811,925-$161M
SCHPreduced-3,889,987-$103M
BILreduced-384,743-$35.2M
EFVreduced-413,978-$29.6M
STIPreduced-242,324-$24.8M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001214659-26-001251, largest first. % of portfolio is the value over $28,480,823,677, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
FVFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,125 shares; 2024Q4: 27,351 shares; 2025Q1: 30,944 shares; 2025Q2: 27,721 shares; 2025Q3: 32,984 shares; 2025Q4: 39,482 shares 39,482$2.48M0.01%+6,498Timeline
CAHCARDINAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,338 shares; 2024Q4: 43,191 shares; 2025Q1: 46,053 shares; 2025Q2: 13,327 shares; 2025Q3: 5,173 shares; 2025Q4: 12,063 shares 12,063$2.48M0.01%+6,890Timeline
SBACSBA COMMUNICATIONS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,204 shares; 2024Q4: 5,731 shares; 2025Q1: 2,964 shares; 2025Q2: 3,156 shares; 2025Q3: 2,621 shares; 2025Q4: 12,760 shares 12,760$2.47M0.01%+10,139Timeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,621 shares; 2024Q4: 15,623 shares; 2025Q1: 14,280 shares; 2025Q2: 12,443 shares; 2025Q3: 10,741 shares; 2025Q4: 5,234 shares 5,234$2.44M0.01%-5,507Timeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,114 shares; 2024Q4: 17,003 shares; 2025Q1: 15,936 shares; 2025Q2: 17,787 shares; 2025Q3: 8,205 shares; 2025Q4: 8,407 shares 8,407$2.44M0.01%+202Timeline
ARESARES MANAGEMENT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,794 shares; 2024Q4: 38,379 shares; 2025Q1: 28,858 shares; 2025Q2: 22,635 shares; 2025Q3: 15,955 shares; 2025Q4: 15,080 shares 15,080$2.44M0.01%-875Timeline
IXCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,443 shares; 2024Q4: 117,546 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,214 shares 58,214$2.44M0.01%newTimeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,717 shares; 2024Q4: 11,908 shares; 2025Q1: 20,469 shares; 2025Q2: 17,010 shares; 2025Q3: 15,082 shares; 2025Q4: 13,432 shares 13,432$2.43M0.01%-1,650Timeline
GLTRABRDN PRECIOUS METALS BASKETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,671 shares; 2024Q4: 5,308 shares; 2025Q1: 5,613 shares; 2025Q2: 6,132 shares; 2025Q3: 6,337 shares; 2025Q4: 11,629 shares 11,629$2.39M0.01%+5,292Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,903 shares; 2024Q4: 328,971 shares; 2025Q1: 157,372 shares; 2025Q2: 119,125 shares; 2025Q3: 87,710 shares; 2025Q4: 101,212 shares 101,212$2.37M0.01%+13,502Timeline
TRPTC ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,619 shares; 2024Q4: 65,323 shares; 2025Q1: 44,424 shares; 2025Q2: 44,867 shares; 2025Q3: 41,943 shares; 2025Q4: 42,910 shares 42,910$2.36M0.01%+967Timeline
LPLALPL FINL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,409 shares; 2024Q4: 11,802 shares; 2025Q1: 8,215 shares; 2025Q2: 8,104 shares; 2025Q3: 7,517 shares; 2025Q4: 6,576 shares 6,576$2.35M0.01%-941Timeline
JVALJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,110 shares; 2024Q4: 56,419 shares; 2025Q1: 54,957 shares; 2025Q2: 48,365 shares; 2025Q3: 47,981 shares; 2025Q4: 47,789 shares 47,789$2.35M0.01%-192Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,430 shares; 2025Q1: 11,537 shares; 2025Q2: 29,480 shares; 2025Q3: 25,719 shares; 2025Q4: 20,578 shares 20,578$2.33M0.01%-5,141Timeline
SHYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,145 shares; 2024Q4: 65,145 shares; 2025Q1: 38,052 shares; 2025Q2: 112,427 shares; 2025Q3: 121,056 shares; 2025Q4: 54,127 shares 54,127$2.32M0.01%-66,929Timeline
BWXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,695 shares; 2024Q4: 183,850 shares; 2025Q1: 114,241 shares; 2025Q2: 62,196 shares; 2025Q3: 75,069 shares; 2025Q4: 102,981 shares 102,981$2.32M0.01%+27,912Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400,747 shares; 2024Q4: 350,894 shares; 2025Q1: 52,388 shares; 2025Q2: 21,447 shares; 2025Q3: 20,376 shares; 2025Q4: 28,846 shares 28,846$2.31M0.01%+8,470Timeline
GLGLOBE LIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,830 shares; 2024Q4: 19,687 shares; 2025Q1: 19,776 shares; 2025Q2: 21,739 shares; 2025Q3: 17,310 shares; 2025Q4: 16,350 shares 16,350$2.29M0.01%-960Timeline
IJTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,217 shares; 2024Q4: 19,669 shares; 2025Q1: 18,725 shares; 2025Q2: 15,857 shares; 2025Q3: 15,911 shares; 2025Q4: 16,080 shares 16,080$2.27M0.01%+169Timeline
FSMBFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,266 shares; 2024Q4: 97,963 shares; 2025Q1: 118,285 shares; 2025Q2: 118,889 shares; 2025Q3: 114,873 shares; 2025Q4: 112,281 shares 112,281$2.25M0.01%-2,592Timeline
AAGILENT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,450 shares; 2024Q4: 30,606 shares; 2025Q1: 18,110 shares; 2025Q2: 16,897 shares; 2025Q3: 16,472 shares; 2025Q4: 16,357 shares 16,357$2.23M0.01%-115Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,306 shares; 2024Q4: 9,255 shares; 2025Q1: 8,017 shares; 2025Q2: 7,369 shares; 2025Q3: 8,341 shares; 2025Q4: 10,040 shares 10,040$2.2M0.01%+1,699Timeline
NVTNVENT ELEC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,088 shares; 2024Q4: 32,450 shares; 2025Q1: 10,026 shares; 2025Q2: 22,683 shares; 2025Q3: 21,073 shares; 2025Q4: 21,498 shares 21,498$2.19M0.01%+425Timeline
RJFRAYMOND JAMES FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,437 shares; 2024Q4: 23,368 shares; 2025Q1: 17,109 shares; 2025Q2: 15,599 shares; 2025Q3: 14,247 shares; 2025Q4: 13,588 shares 13,588$2.18M0.01%-659Timeline
JBBBJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,099 shares; 2024Q4: 32,965 shares; 2025Q1: 20,665 shares; 2025Q2: 48,519 shares; 2025Q3: 68,550 shares; 2025Q4: 45,509 shares 45,509$2.17M0.01%-23,041Timeline
TKOTKO GROUP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,415 shares; 2024Q4: 4,997 shares; 2025Q1: 4,309 shares; 2025Q2: 9,823 shares; 2025Q3: 9,344 shares; 2025Q4: 10,381 shares 10,381$2.17M0.01%+1,037Timeline
FNFABRINETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,002 shares; 2024Q4: 2,928 shares; 2025Q1: not reported; 2025Q2: 751 shares; 2025Q3: 660 shares; 2025Q4: 4,756 shares 4,756$2.17M0.01%+4,096Timeline
EOGEOG RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,697 shares; 2024Q4: 45,423 shares; 2025Q1: 38,564 shares; 2025Q2: 33,396 shares; 2025Q3: 22,385 shares; 2025Q4: 20,548 shares 20,548$2.16M0.01%-1,837Timeline
SEICSEI INVTS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,577 shares; 2024Q4: 11,119 shares; 2025Q1: 11,603 shares; 2025Q2: 25,363 shares; 2025Q3: 24,949 shares; 2025Q4: 26,300 shares 26,300$2.16M0.01%+1,351Timeline
LTPZPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,869 shares; 2025Q4: 41,017 shares 41,017$2.12M0.01%+31,148Timeline
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,101 shares; 2024Q4: 52,483 shares; 2025Q1: 14,054 shares; 2025Q2: 17,375 shares; 2025Q3: 22,158 shares; 2025Q4: 21,005 shares 21,005$2.12M0.01%-1,153Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,647 shares; 2024Q4: 21,812 shares; 2025Q1: 41,836 shares; 2025Q2: 267,611 shares; 2025Q3: 262,929 shares; 2025Q4: 20,605 shares 20,605$2.11M0.01%-242,324Timeline
VLUEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,151 shares; 2024Q4: 16,495 shares; 2025Q1: 29,695 shares; 2025Q2: 17,179 shares; 2025Q3: 16,468 shares; 2025Q4: 15,363 shares 15,363$2.1M0.01%-1,105Timeline
BPREBLUEROCK PVT REAL ESTATE FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 139,340 shares 139,340$2.09M0.01%newTimeline
DOVDOVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,848 shares; 2024Q4: 17,297 shares; 2025Q1: 11,478 shares; 2025Q2: 11,301 shares; 2025Q3: 10,783 shares; 2025Q4: 10,572 shares 10,572$2.06M0.01%-211Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,438 shares; 2024Q4: 87,268 shares; 2025Q1: 56,020 shares; 2025Q2: 24,475 shares; 2025Q3: 15,449 shares; 2025Q4: 16,903 shares 16,903$2.06M0.01%+1,454Timeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,320 shares; 2024Q4: 73,806 shares; 2025Q1: 52,945 shares; 2025Q2: 54,743 shares; 2025Q3: 34,667 shares; 2025Q4: 30,694 shares 30,694$2.06M0.01%-3,973Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,452 shares; 2024Q4: 116,726 shares; 2025Q1: 74,569 shares; 2025Q2: 50,870 shares; 2025Q3: 41,485 shares; 2025Q4: 40,429 shares 40,429$2.06M0.01%-1,056Timeline
NLYANNALY CAPITAL MANAGEMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,698 shares; 2024Q4: 32,344 shares; 2025Q1: 64,258 shares; 2025Q2: 109,811 shares; 2025Q3: 85,856 shares; 2025Q4: 91,684 shares 91,684$2.05M0.01%+5,828Timeline
MOATVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,341 shares; 2024Q4: 70,210 shares; 2025Q1: 67,631 shares; 2025Q2: 32,420 shares; 2025Q3: 20,265 shares; 2025Q4: 19,750 shares 19,750$2.05M0.01%-515Timeline
SOLSSOLSTICE ADVANCED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,097 shares 42,097$2.05M0.01%newTimeline
VNQIVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 947,863 shares; 2024Q4: 77,117 shares; 2025Q1: 58,813 shares; 2025Q2: 41,244 shares; 2025Q3: 40,753 shares; 2025Q4: 44,576 shares 44,576$2.04M0.01%+3,823Timeline
CORCENCORA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,224 shares; 2024Q4: 18,245 shares; 2025Q1: 10,439 shares; 2025Q2: 8,369 shares; 2025Q3: 5,595 shares; 2025Q4: 5,996 shares 5,996$2.03M0.01%+401Timeline
SUSUNCOR ENERGY INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,068 shares; 2024Q4: 71,712 shares; 2025Q1: 61,643 shares; 2025Q2: 56,066 shares; 2025Q3: 45,887 shares; 2025Q4: 45,513 shares 45,513$2.02M0.01%-374Timeline
TOLZPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 535,894 shares; 2024Q4: 59,304 shares; 2025Q1: 46,520 shares; 2025Q2: 41,225 shares; 2025Q3: 40,721 shares; 2025Q4: 37,058 shares 37,058$2.01M0.01%-3,663Timeline
METMETLIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,746 shares; 2024Q4: 33,297 shares; 2025Q1: 26,798 shares; 2025Q2: 27,656 shares; 2025Q3: 24,421 shares; 2025Q4: 25,371 shares 25,371$2M0.01%+950Timeline
PBWINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,015 shares; 2024Q4: 79,421 shares; 2025Q1: 83,340 shares; 2025Q2: 70,530 shares; 2025Q3: 70,223 shares; 2025Q4: 65,208 shares 65,208$1.99M0.01%-5,015Timeline
THCTENET HEALTHCARE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,461 shares; 2024Q4: 12,647 shares; 2025Q1: 9,955 shares; 2025Q2: 15,794 shares; 2025Q3: 11,478 shares; 2025Q4: 10,009 shares 10,009$1.99M0.01%-1,469Timeline
NDAQNASDAQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,228 shares; 2024Q4: 27,931 shares; 2025Q1: 21,513 shares; 2025Q2: 25,244 shares; 2025Q3: 20,957 shares; 2025Q4: 20,436 shares 20,436$1.98M0.01%-521Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,997 shares; 2024Q4: 47,548 shares; 2025Q1: 38,907 shares; 2025Q2: 39,755 shares; 2025Q3: 40,838 shares; 2025Q4: 33,851 shares 33,851$1.98M0.01%-6,987Timeline
JAZZJAZZ PHARMACEUTICALS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,644 shares; 2024Q4: 3,146 shares; 2025Q1: 4,369 shares; 2025Q2: 11,834 shares; 2025Q3: 11,185 shares; 2025Q4: 11,554 shares 11,554$1.96M0.01%+369Timeline
PPLPPL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,409 shares; 2024Q4: 73,819 shares; 2025Q1: 62,837 shares; 2025Q2: 60,724 shares; 2025Q3: 54,879 shares; 2025Q4: 56,009 shares 56,009$1.96M0.01%+1,130Timeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,051 shares; 2024Q4: 14,493 shares; 2025Q1: 8,262 shares; 2025Q2: 8,236 shares; 2025Q3: 7,846 shares; 2025Q4: 7,653 shares 7,653$1.96M0.01%-193Timeline
GEHCGE HEALTHCARE TECHNOLOGIES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,408 shares; 2024Q4: 61,729 shares; 2025Q1: 49,347 shares; 2025Q2: 39,194 shares; 2025Q3: 24,835 shares; 2025Q4: 23,883 shares 23,883$1.96M0.01%-952Timeline
EWBCEAST WEST BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,856 shares; 2024Q4: 6,486 shares; 2025Q1: 5,191 shares; 2025Q2: 17,553 shares; 2025Q3: 17,571 shares; 2025Q4: 17,392 shares 17,392$1.95M0.01%-179Timeline
TFISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,970 shares; 2024Q4: 242,832 shares; 2025Q1: 43,001 shares; 2025Q2: 29,799 shares; 2025Q3: 27,649 shares; 2025Q4: 42,701 shares 42,701$1.95M0.01%+15,052Timeline
KKRKKR & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,841 shares; 2024Q4: 35,946 shares; 2025Q1: 20,840 shares; 2025Q2: 18,124 shares; 2025Q3: 15,888 shares; 2025Q4: 15,310 shares 15,310$1.95M0.01%-578Timeline
KVUEKENVUE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,121 shares; 2024Q4: 488,258 shares; 2025Q1: 299,336 shares; 2025Q2: 301,231 shares; 2025Q3: 135,733 shares; 2025Q4: 110,255 shares 110,255$1.9M0.01%-25,478Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,141 shares; 2024Q4: 22,673 shares; 2025Q1: 17,890 shares; 2025Q2: 15,930 shares; 2025Q3: 14,260 shares; 2025Q4: 14,013 shares 14,013$1.9M0.01%-247Timeline
BRBROADRIDGE FINL SOLUTIONS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,111 shares; 2024Q4: 21,814 shares; 2025Q1: 10,452 shares; 2025Q2: 8,854 shares; 2025Q3: 8,298 shares; 2025Q4: 8,514 shares 8,514$1.9M0.01%+216Timeline
NUSCNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,524 shares; 2024Q4: 41,420 shares; 2025Q1: 41,558 shares; 2025Q2: 41,191 shares; 2025Q3: 42,308 shares; 2025Q4: 42,417 shares 42,417$1.89M0.01%+109Timeline
MTSIMACOM TECH SOLUTIONS HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,377 shares; 2024Q4: 3,382 shares; 2025Q1: 3,188 shares; 2025Q2: 2,789 shares; 2025Q3: 10,854 shares; 2025Q4: 11,044 shares 11,044$1.89M0.01%+190Timeline
UDIUSCF ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,018 shares; 2024Q4: 50,626 shares; 2025Q1: 51,298 shares; 2025Q2: 45,377 shares; 2025Q3: 48,863 shares; 2025Q4: 58,384 shares 58,384$1.88M0.01%+9,521Timeline
PTLCPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,155 shares; 2024Q4: 27,888 shares; 2025Q1: 33,198 shares; 2025Q2: 32,395 shares; 2025Q3: 32,700 shares; 2025Q4: 33,740 shares 33,740$1.88M0.01%+1,040Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,616 shares; 2024Q4: 15,366 shares; 2025Q1: 16,124 shares; 2025Q2: 21,131 shares; 2025Q3: 16,074 shares; 2025Q4: 14,033 shares 14,033$1.86M0.01%-2,041Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,883 shares; 2024Q4: 4,596 shares; 2025Q1: 3,683 shares; 2025Q2: 4,624 shares; 2025Q3: 3,652 shares; 2025Q4: 3,990 shares 3,990$1.86M0.01%+338Timeline
NOCNORTHROP GRUMMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,703 shares; 2024Q4: 8,008 shares; 2025Q1: 4,120 shares; 2025Q2: 3,849 shares; 2025Q3: 3,464 shares; 2025Q4: 3,236 shares 3,236$1.85M0.01%-228Timeline
REMGRUSSELL INVTS EXCHANGE TRADEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,656 shares; 2025Q3: 8,529 shares; 2025Q4: 62,362 shares 62,362$1.84M0.01%+53,833Timeline
CHRWC H ROBINSON WORLDWIDE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,571 shares; 2024Q4: 14,854 shares; 2025Q1: 15,214 shares; 2025Q2: 10,367 shares; 2025Q3: 10,343 shares; 2025Q4: 11,429 shares 11,429$1.84M0.01%+1,086Timeline
FMBFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,737 shares; 2024Q4: 35,778 shares; 2025Q1: 38,703 shares; 2025Q2: 36,772 shares; 2025Q3: 30,370 shares; 2025Q4: 35,772 shares 35,772$1.83M0.01%+5,402Timeline
AEISADVANCED ENERGY INDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,829 shares; 2024Q4: 6,757 shares; 2025Q1: 5,103 shares; 2025Q2: 8,455 shares; 2025Q3: 7,848 shares; 2025Q4: 8,571 shares 8,571$1.79M0.01%+723Timeline
EFAVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,993 shares; 2024Q4: 28,840 shares; 2025Q1: 25,858 shares; 2025Q2: 21,240 shares; 2025Q3: 19,709 shares; 2025Q4: 20,707 shares 20,707$1.79M0.01%+998Timeline
BMOBANK OF MONTREALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,612 shares; 2025Q1: 17,384 shares; 2025Q2: 17,471 shares; 2025Q3: 17,397 shares; 2025Q4: 13,730 shares 13,730$1.78M0.01%-3,667Timeline
BJBJS WHSL CLUB HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,898 shares; 2024Q4: 20,003 shares; 2025Q1: 14,126 shares; 2025Q2: 22,669 shares; 2025Q3: 20,285 shares; 2025Q4: 19,652 shares 19,652$1.77M0.01%-633Timeline
AVYAVERY DENNISON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,452 shares; 2024Q4: 12,558 shares; 2025Q1: 11,010 shares; 2025Q2: 10,542 shares; 2025Q3: 9,739 shares; 2025Q4: 9,722 shares 9,722$1.77M0.01%-17Timeline
IJSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,967 shares; 2024Q4: 14,776 shares; 2025Q1: 14,829 shares; 2025Q2: 15,558 shares; 2025Q3: 15,859 shares; 2025Q4: 15,445 shares 15,445$1.76M0.01%-414Timeline
TFLOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,978 shares; 2024Q4: 76,379 shares; 2025Q1: 46,434 shares; 2025Q2: 36,569 shares; 2025Q3: 31,653 shares; 2025Q4: 34,803 shares 34,803$1.76M0.01%+3,150Timeline
FDMOFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,811 shares; 2024Q4: 22,398 shares; 2025Q1: 26,425 shares; 2025Q2: 28,876 shares; 2025Q3: 16,506 shares; 2025Q4: 20,913 shares 20,913$1.76M0.01%+4,407Timeline
UTHRUNITED THERAPEUTICS CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,001 shares; 2024Q4: 1,082 shares; 2025Q1: 994 shares; 2025Q2: 3,654 shares; 2025Q3: 3,550 shares; 2025Q4: 3,597 shares 3,597$1.75M0.01%+47Timeline
ALNYALNYLAM PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,182 shares; 2024Q4: 2,062 shares; 2025Q1: 867 shares; 2025Q2: 1,164 shares; 2025Q3: 1,327 shares; 2025Q4: 4,345 shares 4,345$1.73M0.01%+3,018Timeline
EEMAISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,766 shares; 2024Q4: 23,234 shares; 2025Q1: 21,858 shares; 2025Q2: 22,742 shares; 2025Q3: 18,707 shares; 2025Q4: 18,232 shares 18,232$1.71M0.01%-475Timeline
LAMRLAMAR ADVERTISING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,583 shares; 2024Q4: 10,853 shares; 2025Q1: 7,920 shares; 2025Q2: 13,892 shares; 2025Q3: 13,035 shares; 2025Q4: 13,462 shares 13,462$1.7M0.01%+427Timeline
DEODIAGEO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,358 shares; 2024Q4: 45,807 shares; 2025Q1: 27,743 shares; 2025Q2: 22,776 shares; 2025Q3: 20,421 shares; 2025Q4: 19,695 shares 19,695$1.7M0.01%-726Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,804 shares; 2024Q4: 118,337 shares; 2025Q1: 64,698 shares; 2025Q2: 58,746 shares; 2025Q3: 47,619 shares; 2025Q4: 46,808 shares 46,808$1.7M0.01%-811Timeline
REGNREGENERON PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,971 shares; 2024Q4: 2,684 shares; 2025Q1: 1,771 shares; 2025Q2: 2,169 shares; 2025Q3: 2,183 shares; 2025Q4: 2,195 shares 2,195$1.69M0.01%+12Timeline
STESTERIS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,864 shares; 2024Q4: 13,213 shares; 2025Q1: 9,559 shares; 2025Q2: 8,782 shares; 2025Q3: 7,839 shares; 2025Q4: 6,677 shares 6,677$1.69M0.01%-1,162Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,914 shares; 2024Q4: 8,706 shares; 2025Q1: 6,297 shares; 2025Q2: 5,599 shares; 2025Q3: 3,274 shares; 2025Q4: 3,582 shares 3,582$1.68M0.01%+308Timeline
STSENSATA TECHNOLOGIES HLDG PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,235 shares; 2024Q4: 14,025 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,073 shares; 2025Q4: 50,345 shares 50,345$1.68M0.01%+12,272Timeline
RNRRENAISSANCERE HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,424 shares; 2024Q4: 4,541 shares; 2025Q1: 2,783 shares; 2025Q2: 6,584 shares; 2025Q3: 6,167 shares; 2025Q4: 5,945 shares 5,945$1.67M0.01%-222Timeline
XPOXPO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,069 shares; 2024Q4: 7,772 shares; 2025Q1: 5,103 shares; 2025Q2: 12,256 shares; 2025Q3: 11,946 shares; 2025Q4: 12,254 shares 12,254$1.67M0.01%+308Timeline
EMEEMCOR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,502 shares; 2024Q4: 3,689 shares; 2025Q1: 2,550 shares; 2025Q2: 2,828 shares; 2025Q3: 2,267 shares; 2025Q4: 2,709 shares 2,709$1.66M0.01%+442Timeline
DTMDT MIDSTREAM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,495 shares; 2024Q4: 5,972 shares; 2025Q1: 6,064 shares; 2025Q2: 16,928 shares; 2025Q3: 13,523 shares; 2025Q4: 13,826 shares 13,826$1.65M0.01%+303Timeline
JBLJABIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,457 shares; 2025Q1: 15,578 shares; 2025Q2: 8,314 shares; 2025Q3: 7,366 shares; 2025Q4: 7,249 shares 7,249$1.65M0.01%-117Timeline
IVVMBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,988 shares; 2025Q3: 41,281 shares; 2025Q4: 47,244 shares 47,244$1.64M0.01%+5,963Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,034 shares; 2024Q4: 26,493 shares; 2025Q1: 30,131 shares; 2025Q2: 15,491 shares; 2025Q3: 20,421 shares; 2025Q4: 25,503 shares 25,503$1.64M0.01%+5,082Timeline
FTSLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,633 shares; 2024Q4: 62,990 shares; 2025Q1: 51,829 shares; 2025Q2: 48,315 shares; 2025Q3: 37,608 shares; 2025Q4: 35,702 shares 35,702$1.64M0.01%-1,906Timeline
XMHQINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,215 shares; 2024Q4: 29,418 shares; 2025Q1: 31,657 shares; 2025Q2: 14,110 shares; 2025Q3: 15,398 shares; 2025Q4: 15,950 shares 15,950$1.63M0.01%+552Timeline
CELHCELSIUS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,837 shares; 2024Q4: 11,492 shares; 2025Q1: 12,927 shares; 2025Q2: 28,086 shares; 2025Q3: 26,877 shares; 2025Q4: 35,501 shares 35,501$1.62M0.01%+8,624Timeline
CGNGCAPITAL GROUP NEW GEOGRAPHYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,861 shares; 2025Q2: 15,522 shares; 2025Q3: 43,114 shares; 2025Q4: 50,586 shares 50,586$1.62M0.01%+7,472Timeline
MGCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,796 shares; 2024Q4: 20,422 shares; 2025Q1: 6,517 shares; 2025Q2: 5,372 shares; 2025Q3: 5,593 shares; 2025Q4: 6,397 shares 6,397$1.61M0.01%+804Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,629 shares; 2024Q4: 39,139 shares; 2025Q1: 34,799 shares; 2025Q2: 12,803 shares; 2025Q3: 11,165 shares; 2025Q4: 11,516 shares 11,516$1.6M0.01%+351Timeline
HPQHP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,507 shares; 2024Q4: 100,821 shares; 2025Q1: 91,940 shares; 2025Q2: 74,259 shares; 2025Q3: 73,537 shares; 2025Q4: 71,896 shares 71,896$1.6M0.01%-1,641Timeline
LSCCLATTICE SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,740 shares; 2024Q4: 5,911 shares; 2025Q1: 5,354 shares; 2025Q2: 21,168 shares; 2025Q3: 21,312 shares; 2025Q4: 21,768 shares 21,768$1.6M0.01%+456Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,611 shares; 2024Q4: 7,205 shares; 2025Q1: 5,249 shares; 2025Q2: 5,789 shares; 2025Q3: 6,523 shares; 2025Q4: 7,050 shares 7,050$1.6M0.01%+527Timeline
VONVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,256 shares; 2024Q4: 46,391 shares; 2025Q1: 46,501 shares; 2025Q2: 17,191 shares; 2025Q3: 16,255 shares; 2025Q4: 17,244 shares 17,244$1.59M0.01%+989Timeline
WABWABTECQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,074 shares; 2024Q4: 18,889 shares; 2025Q1: 7,669 shares; 2025Q2: 7,504 shares; 2025Q3: 7,210 shares; 2025Q4: 7,452 shares 7,452$1.59M0.01%+242Timeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,892 shares; 2024Q4: not reported; 2025Q1: 8,754 shares; 2025Q2: 22,972 shares; 2025Q3: 15,210 shares; 2025Q4: 15,926 shares 15,926$1.59M0.01%+716Timeline
EHCENCOMPASS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,772 shares; 2024Q4: 9,488 shares; 2025Q1: 6,311 shares; 2025Q2: 16,393 shares; 2025Q3: 14,862 shares; 2025Q4: 14,952 shares 14,952$1.59M0.01%+90Timeline
RPMRPM INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,368 shares; 2024Q4: 6,422 shares; 2025Q1: 5,312 shares; 2025Q2: 12,033 shares; 2025Q3: 14,904 shares; 2025Q4: 15,248 shares 15,248$1.59M0.01%+344Timeline
NTRANATERA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,112 shares; 2024Q4: 10,416 shares; 2025Q1: 7,838 shares; 2025Q2: 6,840 shares; 2025Q3: 6,587 shares; 2025Q4: 6,917 shares 6,917$1.58M0.01%+330Timeline
MANHMANHATTAN ASSOCIATES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,267 shares; 2024Q4: 6,848 shares; 2025Q1: 5,339 shares; 2025Q2: 9,065 shares; 2025Q3: 8,952 shares; 2025Q4: 9,119 shares 9,119$1.58M0.01%+167Timeline
USFRWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,872 shares; 2024Q4: 29,037 shares; 2025Q1: 28,010 shares; 2025Q2: 31,773 shares; 2025Q3: 31,992 shares; 2025Q4: 31,300 shares 31,300$1.58M0.01%-692Timeline
IGFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,805 shares; 2024Q4: 4,980 shares; 2025Q1: 4,076 shares; 2025Q2: 22,190 shares; 2025Q3: 22,207 shares; 2025Q4: 25,656 shares 25,656$1.57M0.01%+3,449Timeline
AYIACUITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,027 shares; 2024Q4: 3,226 shares; 2025Q1: 2,301 shares; 2025Q2: 5,631 shares; 2025Q3: 5,526 shares; 2025Q4: 4,361 shares 4,361$1.57M0.01%-1,165Timeline
RMBSRAMBUS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,257 shares; 2025Q1: 5,605 shares; 2025Q2: 16,947 shares; 2025Q3: 16,795 shares; 2025Q4: 17,075 shares 17,075$1.57M0.01%+280Timeline
MOSMOSAIC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 115,233 shares; 2025Q1: 116,101 shares; 2025Q2: 93,174 shares; 2025Q3: 69,928 shares; 2025Q4: 64,896 shares 64,896$1.56M0.01%-5,032Timeline
OMCOMNICOM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,142 shares; 2024Q4: 13,856 shares; 2025Q1: 12,560 shares; 2025Q2: 10,656 shares; 2025Q3: 10,631 shares; 2025Q4: 19,347 shares 19,347$1.56M0.01%+8,716Timeline
CMSCMS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,069 shares; 2024Q4: 76,783 shares; 2025Q1: 78,186 shares; 2025Q2: 100,337 shares; 2025Q3: 22,736 shares; 2025Q4: 22,127 shares 22,127$1.55M0.01%-609Timeline
PRIPRIMERICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,818 shares; 2024Q4: 7,286 shares; 2025Q1: 3,743 shares; 2025Q2: 7,191 shares; 2025Q3: 6,028 shares; 2025Q4: 5,974 shares 5,974$1.54M0.01%-54Timeline
HLIHOULIHAN LOKEY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,929 shares; 2024Q4: 11,522 shares; 2025Q1: 9,161 shares; 2025Q2: 8,414 shares; 2025Q3: 7,027 shares; 2025Q4: 8,836 shares 8,836$1.54M0.01%+1,809Timeline
OTISOTIS WORLDWIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,370 shares; 2024Q4: 24,613 shares; 2025Q1: 18,803 shares; 2025Q2: 16,737 shares; 2025Q3: 19,279 shares; 2025Q4: 17,604 shares 17,604$1.54M0.01%-1,675Timeline
VOOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,058 shares; 2024Q4: 5,371 shares; 2025Q1: 6,085 shares; 2025Q2: 2,581 shares; 2025Q3: 3,424 shares; 2025Q4: 3,459 shares 3,459$1.54M0.01%+35Timeline
DHSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,787 shares; 2024Q4: 19,416 shares; 2025Q1: 11,576 shares; 2025Q2: 12,465 shares; 2025Q3: 14,142 shares; 2025Q4: 15,090 shares 15,090$1.54M0.01%+948Timeline
JLLJONES LANG LASALLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,099 shares; 2024Q4: 3,211 shares; 2025Q1: 2,935 shares; 2025Q2: 4,165 shares; 2025Q3: 3,892 shares; 2025Q4: 4,559 shares 4,559$1.53M0.01%+667Timeline
UNMUNUM GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,626 shares; 2024Q4: 5,486 shares; 2025Q1: 4,990 shares; 2025Q2: 20,552 shares; 2025Q3: 19,247 shares; 2025Q4: 19,623 shares 19,623$1.52M0.01%+376Timeline
ILMNILLUMINA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,966 shares; 2024Q4: 15,580 shares; 2025Q1: 11,975 shares; 2025Q2: 12,074 shares; 2025Q3: 11,777 shares; 2025Q4: 11,541 shares 11,541$1.51M0.01%-236Timeline
FVALFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,131 shares; 2024Q4: 22,229 shares; 2025Q1: 26,056 shares; 2025Q2: 29,371 shares; 2025Q3: 16,807 shares; 2025Q4: 20,924 shares 20,924$1.51M0.01%+4,117Timeline
HBANHUNTINGTON BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,821 shares; 2024Q4: 205,789 shares; 2025Q1: 162,380 shares; 2025Q2: 162,207 shares; 2025Q3: 135,611 shares; 2025Q4: 87,031 shares 87,031$1.51M0.01%-48,580Timeline
GWWWW GRAINGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,058 shares; 2024Q4: 3,370 shares; 2025Q1: 2,602 shares; 2025Q2: 1,612 shares; 2025Q3: 1,575 shares; 2025Q4: 1,496 shares 1,496$1.51M0.01%-79Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,157 shares; 2024Q4: 34,768 shares; 2025Q1: 28,692 shares; 2025Q2: 39,419 shares; 2025Q3: 30,097 shares; 2025Q4: 25,605 shares 25,605$1.5M0.01%-4,492Timeline
TOLTOLL BROTHERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,650 shares; 2024Q4: 4,653 shares; 2025Q1: 2,990 shares; 2025Q2: 11,078 shares; 2025Q3: 11,124 shares; 2025Q4: 11,115 shares 11,115$1.5M0.01%-9Timeline
INVESCO EXCH TRADED FD TR IIINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,655 shares; 2024Q4: 48,120 shares; 2025Q1: 49,427 shares; 2025Q2: 41,607 shares; 2025Q3: 45,022 shares; 2025Q4: 53,963 shares 53,963$1.5M0.01%+8,941
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,258 shares; 2024Q4: 12,268 shares; 2025Q1: 8,846 shares; 2025Q2: 7,728 shares; 2025Q3: 7,606 shares; 2025Q4: 8,062 shares 8,062$1.49M0.01%+456Timeline
BENJHORIZON FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,995 shares; 2025Q3: 26,320 shares; 2025Q4: 28,739 shares 28,739$1.49M0.01%+2,419Timeline
EFXEQUIFAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,572 shares; 2024Q4: 11,183 shares; 2025Q1: 6,331 shares; 2025Q2: 5,862 shares; 2025Q3: 6,879 shares; 2025Q4: 6,842 shares 6,842$1.48M0.01%-37Timeline
ORIOLD REP INTL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,798 shares; 2024Q4: 10,108 shares; 2025Q1: 9,998 shares; 2025Q2: 35,762 shares; 2025Q3: 31,565 shares; 2025Q4: 32,460 shares 32,460$1.48M0.01%+895Timeline
KBESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,772 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,194 shares; 2025Q3: not reported; 2025Q4: 24,372 shares 24,372$1.48M0.01%newTimeline
LHLABCORP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,544 shares; 2024Q4: 10,069 shares; 2025Q1: 6,898 shares; 2025Q2: 6,823 shares; 2025Q3: 6,262 shares; 2025Q4: 5,877 shares 5,877$1.47M0.01%-385Timeline
CGSMCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,520 shares; 2024Q4: 87,085 shares; 2025Q1: 77,482 shares; 2025Q2: 61,453 shares; 2025Q3: 49,747 shares; 2025Q4: 55,565 shares 55,565$1.46M0.01%+5,818Timeline
IHGINTERCONTINENTAL HOTELS GROUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,902 shares; 2024Q4: 13,553 shares; 2025Q1: 12,491 shares; 2025Q2: 12,052 shares; 2025Q3: 11,235 shares; 2025Q4: 10,338 shares 10,338$1.46M0.01%-897Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,123 shares; 2024Q4: 11,103 shares; 2025Q1: 23,978 shares; 2025Q2: 25,324 shares; 2025Q3: 25,351 shares; 2025Q4: 60,459 shares 60,459$1.45M0.01%+35,108Timeline
SRESEMPRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,761 shares; 2024Q4: 28,774 shares; 2025Q1: 25,671 shares; 2025Q2: 25,551 shares; 2025Q3: 19,230 shares; 2025Q4: 16,364 shares 16,364$1.44M0.01%-2,866Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,616 shares; 2024Q4: 7,323 shares; 2025Q1: 5,898 shares; 2025Q2: 1,959 shares; 2025Q3: 842 shares; 2025Q4: 4,007 shares 4,007$1.44M0.01%+3,165Timeline
CSLCARLISLE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,346 shares; 2024Q4: 1,522 shares; 2025Q1: 1,296 shares; 2025Q2: 3,738 shares; 2025Q3: 4,517 shares; 2025Q4: 4,485 shares 4,485$1.43M0.01%-32Timeline
TECHBIO-TECHNE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,616 shares; 2024Q4: 136,243 shares; 2025Q1: 30,524 shares; 2025Q2: 29,931 shares; 2025Q3: 26,346 shares; 2025Q4: 24,182 shares 24,182$1.42M<0.01%-2,164Timeline
HHYATT HOTELS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,663 shares; 2025Q3: 1,992 shares; 2025Q4: 8,869 shares 8,869$1.42M<0.01%+6,877Timeline
CCICROWN CASTLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,575 shares; 2024Q4: 58,453 shares; 2025Q1: 16,740 shares; 2025Q2: 14,671 shares; 2025Q3: 13,334 shares; 2025Q4: 15,814 shares 15,814$1.41M<0.01%+2,480Timeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,527 shares; 2024Q4: 8,870 shares; 2025Q1: 6,597 shares; 2025Q2: 8,419 shares; 2025Q3: 6,623 shares; 2025Q4: 7,112 shares 7,112$1.4M<0.01%+489Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,789 shares; 2024Q4: 37,288 shares; 2025Q1: 38,208 shares; 2025Q2: 34,041 shares; 2025Q3: 32,692 shares; 2025Q4: 32,781 shares 32,781$1.4M<0.01%+89Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,205 shares; 2024Q4: 11,691 shares; 2025Q1: 8,304 shares; 2025Q2: 8,789 shares; 2025Q3: 5,333 shares; 2025Q4: 5,631 shares 5,631$1.39M<0.01%+298Timeline
DALDELTA AIR LINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,486 shares; 2024Q4: 28,705 shares; 2025Q1: 18,839 shares; 2025Q2: 21,028 shares; 2025Q3: 21,459 shares; 2025Q4: 19,997 shares 19,997$1.39M<0.01%-1,462Timeline
PHMPULTE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,288 shares; 2024Q4: 15,281 shares; 2025Q1: 11,532 shares; 2025Q2: 11,635 shares; 2025Q3: 11,619 shares; 2025Q4: 11,818 shares 11,818$1.39M<0.01%+199Timeline
EVTRMORGAN STANLEY ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,759 shares; 2025Q1: 12,702 shares; 2025Q2: 19,291 shares; 2025Q3: 19,915 shares; 2025Q4: 26,889 shares 26,889$1.38M<0.01%+6,974Timeline
HYDBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,669 shares; 2024Q4: 329,048 shares; 2025Q1: 263,605 shares; 2025Q2: 80,666 shares; 2025Q3: 79,260 shares; 2025Q4: 29,045 shares 29,045$1.38M<0.01%-50,215Timeline
GILGILDAN ACTIVEWEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,285 shares; 2024Q4: 29,646 shares; 2025Q1: 21,959 shares; 2025Q2: 23,017 shares; 2025Q3: 23,159 shares; 2025Q4: 21,888 shares 21,888$1.37M<0.01%-1,271Timeline
USIGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,900 shares; 2024Q4: 69,934 shares; 2025Q1: 58,770 shares; 2025Q2: 61,328 shares; 2025Q3: 22,551 shares; 2025Q4: 26,350 shares 26,350$1.36M<0.01%+3,799Timeline
FIDFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,748 shares; 2024Q4: 76,856 shares; 2025Q1: 74,283 shares; 2025Q2: 70,418 shares; 2025Q3: 67,123 shares; 2025Q4: 66,331 shares 66,331$1.36M<0.01%-792Timeline
RACEFERRARI N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,426 shares; 2024Q4: 7,992 shares; 2025Q1: 4,473 shares; 2025Q2: 4,159 shares; 2025Q3: 3,904 shares; 2025Q4: 3,674 shares 3,674$1.36M<0.01%-230Timeline
THGHANOVER INS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,759 shares; 2024Q4: 6,276 shares; 2025Q1: 3,870 shares; 2025Q2: 8,287 shares; 2025Q3: 7,416 shares; 2025Q4: 7,420 shares 7,420$1.36M<0.01%+4Timeline
ALVAUTOLIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,142 shares; 2025Q4: 11,343 shares 11,343$1.35M<0.01%+201Timeline
GGENPACT LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,947 shares; 2024Q4: 6,506 shares; 2025Q1: 10,355 shares; 2025Q2: 26,779 shares; 2025Q3: 27,582 shares; 2025Q4: 28,753 shares 28,753$1.35M<0.01%+1,171Timeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,295 shares; 2024Q4: 25,276 shares; 2025Q1: 20,099 shares; 2025Q2: 21,246 shares; 2025Q3: 17,661 shares; 2025Q4: 16,881 shares 16,881$1.34M<0.01%-780Timeline
IBNICICI BK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,039 shares; 2024Q4: 104,174 shares; 2025Q1: 57,286 shares; 2025Q2: 50,640 shares; 2025Q3: 47,733 shares; 2025Q4: 44,851 shares 44,851$1.34M<0.01%-2,882Timeline
SONYSONY GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,467 shares; 2024Q4: 165,528 shares; 2025Q1: 73,570 shares; 2025Q2: 60,569 shares; 2025Q3: 46,910 shares; 2025Q4: 51,867 shares 51,867$1.33M<0.01%+4,957Timeline
IWVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,172 shares; 2024Q4: 9,456 shares; 2025Q1: 7,633 shares; 2025Q2: 7,223 shares; 2025Q3: 554 shares; 2025Q4: 3,429 shares 3,429$1.33M<0.01%+2,875Timeline
AESAES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,668 shares; 2024Q4: 20,884 shares; 2025Q1: 543,580 shares; 2025Q2: 839,810 shares; 2025Q3: 16,435 shares; 2025Q4: 92,407 shares 92,407$1.33M<0.01%+75,972Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,351 shares; 2024Q4: 19,820 shares; 2025Q1: 9,052 shares; 2025Q2: 8,927 shares; 2025Q3: 11,559 shares; 2025Q4: 9,169 shares 9,169$1.32M<0.01%-2,390Timeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,996 shares; 2024Q4: 10,217 shares; 2025Q1: 6,678 shares; 2025Q2: 6,186 shares; 2025Q3: 6,081 shares; 2025Q4: 5,852 shares 5,852$1.32M<0.01%-229Timeline
THOTHOR INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,371 shares; 2024Q4: 8,741 shares; 2025Q1: 7,598 shares; 2025Q2: 14,085 shares; 2025Q3: 13,317 shares; 2025Q4: 12,729 shares 12,729$1.31M<0.01%-588Timeline
APPFAPPFOLIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,216 shares; 2024Q4: not reported; 2025Q1: 1,908 shares; 2025Q2: 5,634 shares; 2025Q3: 5,546 shares; 2025Q4: 5,615 shares 5,615$1.31M<0.01%+69Timeline
CGCPCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,093 shares; 2024Q4: 39,793 shares; 2025Q1: 55,949 shares; 2025Q2: 29,837 shares; 2025Q3: 41,036 shares; 2025Q4: 57,617 shares 57,617$1.3M<0.01%+16,581Timeline
AMANTERO MIDSTREAM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,342 shares; 2024Q4: 27,175 shares; 2025Q1: 25,202 shares; 2025Q2: 78,604 shares; 2025Q3: 74,036 shares; 2025Q4: 73,150 shares 73,150$1.3M<0.01%-886Timeline
FQALFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,139 shares; 2024Q4: 18,345 shares; 2025Q1: 20,842 shares; 2025Q2: 23,330 shares; 2025Q3: 13,380 shares; 2025Q4: 17,071 shares 17,071$1.29M<0.01%+3,691Timeline
NWENORTHWESTERN ENERGY GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,161 shares; 2024Q4: 22,989 shares; 2025Q1: 6,774 shares; 2025Q2: 20,848 shares; 2025Q3: 19,662 shares; 2025Q4: 19,984 shares 19,984$1.29M<0.01%+322Timeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,616 shares; 2024Q4: 3,967 shares; 2025Q1: 1,868 shares; 2025Q2: 1,541 shares; 2025Q3: 1,276 shares; 2025Q4: 1,591 shares 1,591$1.29M<0.01%+315Timeline
VICIVICI PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,015 shares; 2024Q4: 50,534 shares; 2025Q1: 44,373 shares; 2025Q2: 49,345 shares; 2025Q3: 47,361 shares; 2025Q4: 45,725 shares 45,725$1.29M<0.01%-1,636Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,400 shares; 2024Q4: 57,456 shares; 2025Q1: 27,408 shares; 2025Q2: 27,374 shares; 2025Q3: 21,863 shares; 2025Q4: 34,790 shares 34,790$1.28M<0.01%+12,927Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,926 shares; 2024Q4: 163,326 shares; 2025Q1: 127,538 shares; 2025Q2: 114,772 shares; 2025Q3: 148,771 shares; 2025Q4: 32,398 shares 32,398$1.27M<0.01%-116,373Timeline
PCARPACCAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,115 shares; 2024Q4: 22,455 shares; 2025Q1: 13,531 shares; 2025Q2: 12,946 shares; 2025Q3: 11,573 shares; 2025Q4: 11,539 shares 11,539$1.26M<0.01%-34Timeline
PEGPUBLIC SVC ENTERPRISE GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,159 shares; 2024Q4: 22,551 shares; 2025Q1: 15,410 shares; 2025Q2: 15,779 shares; 2025Q3: 14,944 shares; 2025Q4: 15,722 shares 15,722$1.26M<0.01%+778Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,253 shares; 2024Q4: 14,130 shares; 2025Q1: 7,665 shares; 2025Q2: 6,383 shares; 2025Q3: 4,685 shares; 2025Q4: 4,394 shares 4,394$1.26M<0.01%-291Timeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,348 shares; 2024Q4: 29,937 shares; 2025Q1: 24,630 shares; 2025Q2: 27,235 shares; 2025Q3: 16,901 shares; 2025Q4: 14,478 shares 14,478$1.26M<0.01%-2,423Timeline
FITBFIFTH THIRD BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,529 shares; 2024Q4: 97,492 shares; 2025Q1: 82,509 shares; 2025Q2: 62,863 shares; 2025Q3: 60,692 shares; 2025Q4: 26,925 shares 26,925$1.26M<0.01%-33,767Timeline
GMGENERAL MTRS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,150 shares; 2024Q4: 45,696 shares; 2025Q1: 20,665 shares; 2025Q2: 17,031 shares; 2025Q3: 16,492 shares; 2025Q4: 15,420 shares 15,420$1.25M<0.01%-1,072Timeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,558 shares; 2024Q4: 23,868 shares; 2025Q1: 19,671 shares; 2025Q2: 12,407 shares; 2025Q3: 9,543 shares; 2025Q4: 9,221 shares 9,221$1.25M<0.01%-322Timeline
NYTNEW YORK TIMES CO MTN BEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,376 shares; 2024Q4: 6,934 shares; 2025Q1: 5,430 shares; 2025Q2: 19,298 shares; 2025Q3: 17,796 shares; 2025Q4: 18,043 shares 18,043$1.25M<0.01%+247Timeline
CGICCAPITAL GROUP INTERNATIONALQuarterly shares; oldest 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: 38,539 shares 38,539$1.25M<0.01%newTimeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,282 shares; 2024Q4: 14,463 shares; 2025Q1: 6,726 shares; 2025Q2: 2,135 shares; 2025Q3: 4,119 shares; 2025Q4: 5,620 shares 5,620$1.25M<0.01%+1,501Timeline
WSOWATSCO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,898 shares; 2024Q4: 3,866 shares; 2025Q1: 3,102 shares; 2025Q2: 4,730 shares; 2025Q3: 3,970 shares; 2025Q4: 3,713 shares 3,713$1.25M<0.01%-257Timeline
MLNVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,444 shares; 2025Q3: 46,973 shares; 2025Q4: 71,332 shares 71,332$1.25M<0.01%+24,359Timeline
WCNWASTE CONNECTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,978 shares; 2024Q4: 14,134 shares; 2025Q1: 9,501 shares; 2025Q2: 8,710 shares; 2025Q3: 7,543 shares; 2025Q4: 7,121 shares 7,121$1.25M<0.01%-422Timeline
VOOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,312 shares; 2024Q4: 7,805 shares; 2025Q1: 9,283 shares; 2025Q2: 7,450 shares; 2025Q3: 5,653 shares; 2025Q4: 6,067 shares 6,067$1.24M<0.01%+414Timeline
PKGPACKAGING CORP AMERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,860 shares; 2024Q4: 12,269 shares; 2025Q1: 5,838 shares; 2025Q2: 6,074 shares; 2025Q3: 5,882 shares; 2025Q4: 6,018 shares 6,018$1.24M<0.01%+136Timeline
WSTWEST PHARMACEUTICAL SVSC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,020 shares; 2024Q4: 12,009 shares; 2025Q1: 9,743 shares; 2025Q2: 6,832 shares; 2025Q3: 4,694 shares; 2025Q4: 4,469 shares 4,469$1.23M<0.01%-225Timeline
PSKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,258 shares; 2024Q4: 26,413 shares; 2025Q1: 33,911 shares; 2025Q2: 30,754 shares; 2025Q3: 32,757 shares; 2025Q4: 38,366 shares 38,366$1.22M<0.01%+5,609Timeline
DOWDOW HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,411 shares; 2024Q4: 85,196 shares; 2025Q1: 96,606 shares; 2025Q2: 64,781 shares; 2025Q3: 60,638 shares; 2025Q4: 51,659 shares 51,659$1.21M<0.01%-8,979Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,747 shares; 2024Q4: 4,614 shares; 2025Q1: 4,593 shares; 2025Q2: 4,412 shares; 2025Q3: 2,569 shares; 2025Q4: 2,513 shares 2,513$1.21M<0.01%-56Timeline
BOOTBOOT BARN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,113 shares; 2024Q4: 6,147 shares; 2025Q1: 4,696 shares; 2025Q2: 7,250 shares; 2025Q3: 6,976 shares; 2025Q4: 6,834 shares 6,834$1.21M<0.01%-142Timeline
SYYSYSCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,744 shares; 2024Q4: 76,013 shares; 2025Q1: 71,691 shares; 2025Q2: 39,313 shares; 2025Q3: 16,765 shares; 2025Q4: 16,239 shares 16,239$1.2M<0.01%-526Timeline
AGNCAGNC INVT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,845 shares; 2024Q4: 123,060 shares; 2025Q1: 98,978 shares; 2025Q2: 104,719 shares; 2025Q3: 117,012 shares; 2025Q4: 111,515 shares 111,515$1.2M<0.01%-5,497Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,662 shares; 2024Q4: 27,243 shares; 2025Q1: 22,229 shares; 2025Q2: 15,763 shares; 2025Q3: 15,024 shares; 2025Q4: 15,096 shares 15,096$1.19M<0.01%+72Timeline
DKSDICKS SPORTING GOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,349 shares; 2024Q4: 10,612 shares; 2025Q1: 3,685 shares; 2025Q2: 8,248 shares; 2025Q3: 8,146 shares; 2025Q4: 6,022 shares 6,022$1.19M<0.01%-2,124Timeline
IDCCINTERDIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 853 shares; 2025Q4: 3,744 shares 3,744$1.19M<0.01%+2,891Timeline
VTEIVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,142 shares; 2025Q1: 9,297 shares; 2025Q2: 9,178 shares; 2025Q3: 11,439 shares; 2025Q4: 11,733 shares 11,733$1.18M<0.01%+294Timeline
UGIUGI CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,352 shares; 2024Q4: 14,556 shares; 2025Q1: 23,822 shares; 2025Q2: 48,195 shares; 2025Q3: 30,635 shares; 2025Q4: 31,568 shares 31,568$1.18M<0.01%+933Timeline
NVSTENVISTA HOLDINGS CORPORATIONQuarterly shares; oldest 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: 54,036 shares 54,036$1.17M<0.01%newTimeline
JKHYHENRY JACK & ASSOC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,863 shares; 2024Q4: 10,821 shares; 2025Q1: 7,147 shares; 2025Q2: 6,808 shares; 2025Q3: 5,168 shares; 2025Q4: 6,389 shares 6,389$1.17M<0.01%+1,221Timeline
KRESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,031 shares; 2024Q4: 7,923 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,562 shares; 2025Q4: 17,863 shares 17,863$1.16M<0.01%+5,301Timeline
EDCONSOLIDATED EDISON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,446 shares; 2024Q4: 16,363 shares; 2025Q1: 15,802 shares; 2025Q2: 15,094 shares; 2025Q3: 10,912 shares; 2025Q4: 11,590 shares 11,590$1.15M<0.01%+678Timeline
CHDCHURCH & DWIGHT CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,636 shares; 2024Q4: 20,484 shares; 2025Q1: 16,762 shares; 2025Q2: 15,860 shares; 2025Q3: 14,783 shares; 2025Q4: 13,706 shares 13,706$1.15M<0.01%-1,077Timeline
SHCSOTERA HEALTH COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,499 shares; 2024Q4: 15,839 shares; 2025Q1: 15,983 shares; 2025Q2: 65,975 shares; 2025Q3: 63,932 shares; 2025Q4: 64,993 shares 64,993$1.15M<0.01%+1,061Timeline
AALAMERICAN AIRLINES GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 455,113 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,290 shares; 2025Q3: 75,631 shares; 2025Q4: 74,468 shares 74,468$1.14M<0.01%-1,163Timeline
PRUPRUDENTIAL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,913 shares; 2024Q4: 14,861 shares; 2025Q1: 9,976 shares; 2025Q2: 9,504 shares; 2025Q3: 9,568 shares; 2025Q4: 10,056 shares 10,056$1.14M<0.01%+488Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,090 shares; 2024Q4: 5,309 shares; 2025Q1: 3,786 shares; 2025Q2: 3,619 shares; 2025Q3: 3,554 shares; 2025Q4: 4,057 shares 4,057$1.13M<0.01%+503Timeline
FLOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,663 shares; 2024Q4: 95,934 shares; 2025Q1: 96,901 shares; 2025Q2: 28,739 shares; 2025Q3: 19,434 shares; 2025Q4: 22,115 shares 22,115$1.12M<0.01%+2,681Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,457 shares; 2024Q4: 9,003 shares; 2025Q1: 5,901 shares; 2025Q2: 5,259 shares; 2025Q3: 3,775 shares; 2025Q4: 3,894 shares 3,894$1.12M<0.01%+119Timeline
VOXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,030 shares; 2024Q4: 59,306 shares; 2025Q1: 50,611 shares; 2025Q2: 40,436 shares; 2025Q3: 7,044 shares; 2025Q4: 5,795 shares 5,795$1.12M<0.01%-1,249Timeline
UMBFUMB FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,778 shares; 2024Q4: 6,010 shares; 2025Q1: 5,532 shares; 2025Q2: 10,288 shares; 2025Q3: 9,723 shares; 2025Q4: 9,749 shares 9,749$1.12M<0.01%+26Timeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,931 shares; 2024Q4: 45,062 shares; 2025Q1: 17,828 shares; 2025Q2: 17,513 shares; 2025Q3: 13,324 shares; 2025Q4: 15,108 shares 15,108$1.11M<0.01%+1,784Timeline
CGCVCAPITAL GROUP CONSERVATIVE EQuarterly shares; oldest 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: 32,753 shares; 2025Q4: 36,377 shares 36,377$1.11M<0.01%+3,624Timeline
QTECFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,562 shares; 2024Q4: 12,700 shares; 2025Q1: 10,958 shares; 2025Q2: 5,757 shares; 2025Q3: 4,909 shares; 2025Q4: 4,803 shares 4,803$1.11M<0.01%-106Timeline
SCHRSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,222 shares; 2024Q4: 69,374 shares; 2025Q1: 66,532 shares; 2025Q2: 22,413 shares; 2025Q3: 32,096 shares; 2025Q4: 44,036 shares 44,036$1.1M<0.01%+11,940Timeline
FNOVFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,503 shares; 2024Q4: 8,408 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,917 shares 19,917$1.09M<0.01%newTimeline
ROSTROSS STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,786 shares; 2024Q4: 10,697 shares; 2025Q1: 7,500 shares; 2025Q2: 6,075 shares; 2025Q3: 5,506 shares; 2025Q4: 6,057 shares 6,057$1.09M<0.01%+551Timeline
ALLEALLEGION PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,146 shares; 2024Q4: 11,256 shares; 2025Q1: 8,392 shares; 2025Q2: 8,318 shares; 2025Q3: 7,693 shares; 2025Q4: 6,840 shares 6,840$1.09M<0.01%-853Timeline
VIOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,407 shares; 2024Q4: 2,799 shares; 2025Q1: 8,554 shares; 2025Q2: 8,581 shares; 2025Q3: 10,274 shares; 2025Q4: 11,073 shares 11,073$1.08M<0.01%+799Timeline
FOCTFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,815 shares; 2025Q1: not reported; 2025Q2: 11,709 shares; 2025Q3: 14,378 shares; 2025Q4: 22,091 shares 22,091$1.08M<0.01%+7,713Timeline
STZCONSTELLATION BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,804 shares; 2024Q4: 19,278 shares; 2025Q1: 8,224 shares; 2025Q2: 9,658 shares; 2025Q3: 9,473 shares; 2025Q4: 7,826 shares 7,826$1.08M<0.01%-1,647Timeline
CTASCINTAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,919 shares; 2024Q4: 23,643 shares; 2025Q1: 19,552 shares; 2025Q2: 15,828 shares; 2025Q3: 12,447 shares; 2025Q4: 5,731 shares 5,731$1.08M<0.01%-6,716Timeline
SPBOSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,704 shares 36,704$1.08M<0.01%newTimeline
OLEDUNIVERSAL DISPLAY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,911 shares; 2024Q4: 6,873 shares; 2025Q1: 7,187 shares; 2025Q2: 11,147 shares; 2025Q3: 10,284 shares; 2025Q4: 9,136 shares 9,136$1.07M<0.01%-1,148Timeline
FIXDFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,975 shares; 2024Q4: 224,614 shares; 2025Q1: 86,758 shares; 2025Q2: 26,327 shares; 2025Q3: 23,272 shares; 2025Q4: 24,038 shares 24,038$1.07M<0.01%+766Timeline
JGROJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,103 shares; 2024Q4: 25,556 shares; 2025Q1: 14,984 shares; 2025Q2: 17,964 shares; 2025Q3: 10,291 shares; 2025Q4: 11,466 shares 11,466$1.06M<0.01%+1,175Timeline
SNVSYNOVUS FINANCIAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,370 shares; 2025Q2: 21,216 shares; 2025Q3: 21,312 shares; 2025Q4: 21,239 shares 21,239$1.06M<0.01%-73Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,258 shares; 2024Q4: 91,280 shares; 2025Q1: 69,727 shares; 2025Q2: 78,113 shares; 2025Q3: 18,603 shares; 2025Q4: 16,620 shares 16,620$1.06M<0.01%-1,983Timeline
DJPBARCLAYS BANK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,018 shares; 2024Q4: 56,583 shares; 2025Q1: 54,278 shares; 2025Q2: 32,969 shares; 2025Q3: 29,586 shares; 2025Q4: 28,127 shares 28,127$1.06M<0.01%-1,459Timeline
SUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 512,216 shares; 2024Q4: 611,765 shares; 2025Q1: 80,047 shares; 2025Q2: 54,350 shares; 2025Q3: 50,114 shares; 2025Q4: 41,832 shares 41,832$1.06M<0.01%-8,282Timeline
NWGNATWEST GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,284 shares; 2024Q4: 71,992 shares; 2025Q1: 52,272 shares; 2025Q2: 61,736 shares; 2025Q3: 57,295 shares; 2025Q4: 59,818 shares 59,818$1.05M<0.01%+2,523Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,574 shares; 2024Q4: 138,127 shares; 2025Q1: 43,229 shares; 2025Q2: 43,734 shares; 2025Q3: 26,329 shares; 2025Q4: 26,403 shares 26,403$1.05M<0.01%+74Timeline
BGRNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,249 shares; 2024Q4: 36,933 shares; 2025Q1: 37,751 shares; 2025Q2: 20,301 shares; 2025Q3: 21,543 shares; 2025Q4: 21,792 shares 21,792$1.04M<0.01%+249Timeline
SYFSYNCHRONY FINANCIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,343 shares; 2024Q4: 17,927 shares; 2025Q1: 12,187 shares; 2025Q2: 12,821 shares; 2025Q3: 12,157 shares; 2025Q4: 12,484 shares 12,484$1.04M<0.01%+327Timeline
INTLNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,560 shares; 2025Q1: 48,569 shares; 2025Q2: 44,799 shares; 2025Q3: 37,163 shares; 2025Q4: 37,005 shares 37,005$1.03M<0.01%-158Timeline
FJULFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,129 shares; 2024Q4: 12,359 shares; 2025Q1: 5,021 shares; 2025Q2: not reported; 2025Q3: 16,897 shares; 2025Q4: 18,451 shares 18,451$1.03M<0.01%+1,554Timeline
XMMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 91,659 shares; 2025Q1: 5,408 shares; 2025Q2: 3,994 shares; 2025Q3: 5,284 shares; 2025Q4: 7,436 shares 7,436$1.03M<0.01%+2,152Timeline
SANMSANMINA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,357 shares; 2024Q4: 5,203 shares; 2025Q1: 3,695 shares; 2025Q2: 9,087 shares; 2025Q3: 8,008 shares; 2025Q4: 6,859 shares 6,859$1.03M<0.01%-1,149Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,444 shares; 2024Q4: 17,750 shares; 2025Q1: 13,341 shares; 2025Q2: 13,357 shares; 2025Q3: 5,010 shares; 2025Q4: 4,790 shares 4,790$1.03M<0.01%-220Timeline
BLESNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,154 shares; 2024Q4: 14,114 shares; 2025Q1: 20,312 shares; 2025Q2: 20,226 shares; 2025Q3: 19,072 shares; 2025Q4: 23,800 shares 23,800$1.03M<0.01%+4,728Timeline
MLIMUELLER INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,895 shares; 2025Q3: 8,625 shares; 2025Q4: 8,951 shares 8,951$1.03M<0.01%+326Timeline
PIPRPIPER SANDLER COSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,629 shares; 2024Q4: 1,805 shares; 2025Q1: 2,015 shares; 2025Q2: 3,252 shares; 2025Q3: 3,035 shares; 2025Q4: 3,019 shares 3,019$1.03M<0.01%-16Timeline
HSBCHSBC HLDGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,107 shares; 2024Q4: 14,241 shares; 2025Q1: 9,155 shares; 2025Q2: 7,694 shares; 2025Q3: 9,613 shares; 2025Q4: 13,022 shares 13,022$1.02M<0.01%+3,409Timeline
CCLCARNIVAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,789 shares; 2025Q2: 24,353 shares; 2025Q3: 33,132 shares; 2025Q4: 33,540 shares 33,540$1.02M<0.01%+408Timeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,269 shares; 2024Q4: 8,292 shares; 2025Q1: 5,720 shares; 2025Q2: 5,103 shares; 2025Q3: 6,406 shares; 2025Q4: 6,281 shares 6,281$1.02M<0.01%-125Timeline
PTLNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,670 shares; 2025Q3: 3,136 shares; 2025Q4: 4,110 shares 4,110$1.02M<0.01%+974Timeline
FPEIFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,854 shares; 2024Q4: 70,342 shares; 2025Q1: 78,749 shares; 2025Q2: 46,232 shares; 2025Q3: 49,982 shares; 2025Q4: 52,384 shares 52,384$1.02M<0.01%+2,402Timeline
KNGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,346 shares; 2024Q4: 68,680 shares; 2025Q1: 70,495 shares; 2025Q2: 29,501 shares; 2025Q3: 19,368 shares; 2025Q4: 20,512 shares 20,512$1.01M<0.01%+1,144Timeline
EXPDEXPEDITORS INTL WASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,643 shares; 2024Q4: 4,769 shares; 2025Q1: 11,655 shares; 2025Q2: 6,193 shares; 2025Q3: 6,158 shares; 2025Q4: 6,744 shares 6,744$1M<0.01%+586Timeline
VMCVULCAN MATLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,432 shares; 2024Q4: 3,399 shares; 2025Q1: 3,397 shares; 2025Q2: 3,929 shares; 2025Q3: 3,327 shares; 2025Q4: 3,522 shares 3,522$1M<0.01%+195Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,541 shares; 2024Q4: 73,610 shares; 2025Q1: 27,795 shares; 2025Q2: 21,819 shares; 2025Q3: 9,246 shares; 2025Q4: 9,356 shares 9,356$998K<0.01%+110Timeline
FIIGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,398 shares; 2024Q4: 112,911 shares; 2025Q1: 112,506 shares; 2025Q2: 54,323 shares; 2025Q3: 47,486 shares; 2025Q4: 47,074 shares 47,074$998K<0.01%-412Timeline
TPRTAPESTRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,058 shares; 2024Q4: 15,913 shares; 2025Q1: 7,384 shares; 2025Q2: 6,946 shares; 2025Q3: 7,292 shares; 2025Q4: 7,808 shares 7,808$998K<0.01%+516Timeline
IOOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,102 shares; 2024Q4: 11,595 shares; 2025Q1: 10,482 shares; 2025Q2: 11,567 shares; 2025Q3: 8,601 shares; 2025Q4: 7,817 shares 7,817$990K<0.01%-784Timeline
FIWFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,519 shares; 2024Q4: 7,220 shares; 2025Q1: 7,593 shares; 2025Q2: 7,462 shares; 2025Q3: 7,885 shares; 2025Q4: 9,112 shares 9,112$990K<0.01%+1,227Timeline
MIDDMIDDLEBY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,377 shares; 2024Q4: 3,472 shares; 2025Q1: 2,108 shares; 2025Q2: 7,112 shares; 2025Q3: 6,606 shares; 2025Q4: 6,647 shares 6,647$988K<0.01%+41Timeline
SANBANCO SANTANDER SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,114 shares; 2024Q4: 87,074 shares; 2025Q1: 46,807 shares; 2025Q2: 45,682 shares; 2025Q3: 72,630 shares; 2025Q4: 84,198 shares 84,198$988K<0.01%+11,568Timeline
HRBBLOCK H & R INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,195 shares; 2024Q4: 9,485 shares; 2025Q1: 7,154 shares; 2025Q2: 24,019 shares; 2025Q3: 22,187 shares; 2025Q4: 22,496 shares 22,496$980K<0.01%+309Timeline
AERAERCAP HOLDINGS NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,835 shares; 2024Q4: 17,143 shares; 2025Q1: 10,995 shares; 2025Q2: 15,099 shares; 2025Q3: 6,833 shares; 2025Q4: 6,801 shares 6,801$978K<0.01%-32Timeline
LENLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,705 shares; 2024Q4: 7,377 shares; 2025Q1: 5,705 shares; 2025Q2: 8,498 shares; 2025Q3: 9,163 shares; 2025Q4: 9,484 shares 9,484$975K<0.01%+321Timeline
CARAVIS BUDGET GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,912 shares; 2025Q2: 13,114 shares; 2025Q3: 7,445 shares; 2025Q4: 7,595 shares 7,595$975K<0.01%+150Timeline
ALAIR LEASE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,562 shares; 2024Q4: 24,896 shares; 2025Q1: 17,634 shares; 2025Q2: 28,371 shares; 2025Q3: 23,687 shares; 2025Q4: 15,154 shares 15,154$973K<0.01%-8,533Timeline
RBCRBC BEARINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,165 shares; 2024Q4: 3,243 shares; 2025Q1: 4,582 shares; 2025Q2: 3,998 shares; 2025Q3: 2,249 shares; 2025Q4: 2,166 shares 2,166$971K<0.01%-83Timeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,859 shares; 2024Q4: 4,900 shares; 2025Q1: 3,596 shares; 2025Q2: 3,073 shares; 2025Q3: 2,115 shares; 2025Q4: 1,704 shares 1,704$968K<0.01%-411Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,474 shares; 2024Q4: 55,144 shares; 2025Q1: 13,417 shares; 2025Q2: 13,136 shares; 2025Q3: 13,906 shares; 2025Q4: 17,658 shares 17,658$966K<0.01%+3,752Timeline
FDDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,365 shares; 2024Q4: 53,895 shares; 2025Q1: 51,690 shares; 2025Q2: 47,936 shares; 2025Q3: 45,185 shares; 2025Q4: 54,996 shares 54,996$962K<0.01%+9,811Timeline
LQDHISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,160 shares; 2024Q4: 4,729 shares; 2025Q1: 8,153 shares; 2025Q2: 10,112 shares; 2025Q3: 10,029 shares; 2025Q4: 10,282 shares 10,282$960K<0.01%+253Timeline
RUSCRUSSELL INVTS EXCHANGE TRADEQuarterly shares; oldest 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: 30,724 shares 30,724$956K<0.01%newTimeline
EGPEASTGROUP PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,282 shares; 2024Q4: 4,008 shares; 2025Q1: 2,823 shares; 2025Q2: 5,824 shares; 2025Q3: 5,191 shares; 2025Q4: 5,347 shares 5,347$953K<0.01%+156Timeline
XYZBLOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,305 shares; 2024Q4: 14,035 shares; 2025Q1: 73,992 shares; 2025Q2: 77,531 shares; 2025Q3: 81,146 shares; 2025Q4: 14,600 shares 14,600$950K<0.01%-66,546Timeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,667 shares; 2024Q4: 6,792 shares; 2025Q1: 4,271 shares; 2025Q2: 5,284 shares; 2025Q3: 4,155 shares; 2025Q4: 3,757 shares 3,757$948K<0.01%-398Timeline
APOAPOLLO GLOBAL MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,413 shares; 2024Q4: 15,687 shares; 2025Q1: 10,944 shares; 2025Q2: 9,001 shares; 2025Q3: 6,325 shares; 2025Q4: 6,547 shares 6,547$948K<0.01%+222Timeline
FDLOFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,166 shares; 2024Q4: 14,489 shares; 2025Q1: 13,738 shares; 2025Q2: 15,777 shares; 2025Q3: 11,275 shares; 2025Q4: 14,174 shares 14,174$946K<0.01%+2,899Timeline
HALOHALOZYME THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,881 shares; 2024Q4: 17,435 shares; 2025Q1: 11,292 shares; 2025Q2: 16,506 shares; 2025Q3: 13,543 shares; 2025Q4: 14,028 shares 14,028$944K<0.01%+485Timeline
VFQYVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,026 shares; 2024Q4: 6,890 shares; 2025Q1: 6,940 shares; 2025Q2: 6,021 shares; 2025Q3: 5,778 shares; 2025Q4: 6,145 shares 6,145$943K<0.01%+367Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,892 shares; 2024Q4: 17,015 shares; 2025Q1: 16,347 shares; 2025Q2: 9,120 shares; 2025Q3: 3,102 shares; 2025Q4: 3,267 shares 3,267$940K<0.01%+165Timeline
LUMNLUMEN TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,008 shares; 2024Q4: 20,852 shares; 2025Q1: 40,068 shares; 2025Q2: 127,795 shares; 2025Q3: 117,284 shares; 2025Q4: 120,704 shares 120,704$938K<0.01%+3,420Timeline
TDYTELEDYNE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,880 shares; 2024Q4: 12,520 shares; 2025Q1: 2,821 shares; 2025Q2: 2,335 shares; 2025Q3: 1,971 shares; 2025Q4: 1,827 shares 1,827$933K<0.01%-144Timeline
SFMSPROUTS FMRS MKT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,471 shares; 2024Q4: 7,304 shares; 2025Q1: 5,140 shares; 2025Q2: 12,990 shares; 2025Q3: 11,720 shares; 2025Q4: 11,542 shares 11,542$920K<0.01%-178Timeline
ESABESAB CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,624 shares; 2024Q4: 3,968 shares; 2025Q1: 3,988 shares; 2025Q2: 10,142 shares; 2025Q3: 7,969 shares; 2025Q4: 8,229 shares 8,229$919K<0.01%+260Timeline
IBKRINTERACTIVE BROKERS GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,764 shares; 2024Q4: 11,673 shares; 2025Q1: 8,698 shares; 2025Q2: 54,783 shares; 2025Q3: 45,113 shares; 2025Q4: 14,193 shares 14,193$913K<0.01%-30,920Timeline
BBUSJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,180 shares; 2024Q4: 52,638 shares; 2025Q1: 7,023 shares; 2025Q2: 6,195 shares; 2025Q3: 7,003 shares; 2025Q4: 7,332 shares 7,332$904K<0.01%+329Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,694 shares; 2024Q4: 2,344 shares; 2025Q1: 2,531 shares; 2025Q2: 3,597 shares; 2025Q3: 3,219 shares; 2025Q4: 2,975 shares 2,975$896K<0.01%-244Timeline
CMBSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,525 shares; 2024Q4: 35,600 shares; 2025Q1: 21,453 shares; 2025Q2: 17,723 shares; 2025Q3: 16,837 shares; 2025Q4: 18,249 shares 18,249$896K<0.01%+1,412Timeline
TGTTARGET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,266 shares; 2024Q4: 104,330 shares; 2025Q1: 64,044 shares; 2025Q2: 50,662 shares; 2025Q3: 46,655 shares; 2025Q4: 9,146 shares 9,146$894K<0.01%-37,509Timeline
GDDYGODADDY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,217 shares; 2024Q4: 16,357 shares; 2025Q1: 11,753 shares; 2025Q2: 10,740 shares; 2025Q3: 8,915 shares; 2025Q4: 7,202 shares 7,202$894K<0.01%-1,713Timeline
FULFULLER H B COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,229 shares; 2024Q4: 12,257 shares; 2025Q1: 13,042 shares; 2025Q2: 17,673 shares; 2025Q3: 16,882 shares; 2025Q4: 14,941 shares 14,941$888K<0.01%-1,941Timeline
CGNXCOGNEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,483 shares; 2024Q4: 15,057 shares; 2025Q1: 11,402 shares; 2025Q2: 25,942 shares; 2025Q3: 24,804 shares; 2025Q4: 24,676 shares 24,676$888K<0.01%-128Timeline
BROBROWN & BROWN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,659 shares; 2024Q4: 11,134 shares; 2025Q1: 8,766 shares; 2025Q2: 14,350 shares; 2025Q3: 12,974 shares; 2025Q4: 11,129 shares 11,129$887K<0.01%-1,845Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,718 shares; 2024Q4: 10,157 shares; 2025Q1: 8,156 shares; 2025Q2: 5,495 shares; 2025Q3: 4,983 shares; 2025Q4: 6,182 shares 6,182$886K<0.01%+1,199Timeline
AMEAMETEK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,314 shares; 2024Q4: 9,780 shares; 2025Q1: 3,971 shares; 2025Q2: 3,796 shares; 2025Q3: 3,798 shares; 2025Q4: 4,310 shares 4,310$885K<0.01%+512Timeline
CASYCASEYS GEN STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,383 shares; 2024Q4: 10,572 shares; 2025Q1: 9,934 shares; 2025Q2: 3,155 shares; 2025Q3: 1,519 shares; 2025Q4: 1,600 shares 1,600$884K<0.01%+81Timeline
NXTNEXTPOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,561 shares; 2024Q4: 8,895 shares; 2025Q1: not reported; 2025Q2: 11,253 shares; 2025Q3: 10,273 shares; 2025Q4: 10,093 shares 10,093$879K<0.01%-180Timeline
DGIIDIGI INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,075 shares; 2024Q4: 9,982 shares; 2025Q1: 8,586 shares; 2025Q2: 22,697 shares; 2025Q3: 20,254 shares; 2025Q4: 20,181 shares 20,181$874K<0.01%-73Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,072 shares; 2024Q4: 36,405 shares; 2025Q1: 23,383 shares; 2025Q2: 20,418 shares; 2025Q3: 17,281 shares; 2025Q4: 17,104 shares 17,104$869K<0.01%-177Timeline
SWXSOUTHWEST GAS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,854 shares; 2024Q4: 3,245 shares; 2025Q1: 3,170 shares; 2025Q2: 11,542 shares; 2025Q3: 10,705 shares; 2025Q4: 10,837 shares 10,837$867K<0.01%+132Timeline
SONSONOCO PRODS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,355 shares; 2024Q4: 4,227 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,860 shares 19,860$867K<0.01%newTimeline
RRXREGAL REXNORD CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,321 shares; 2024Q4: 2,626 shares; 2025Q1: 1,908 shares; 2025Q2: 6,143 shares; 2025Q3: 6,154 shares; 2025Q4: 6,176 shares 6,176$867K<0.01%+22Timeline
CBOECBOE GLOBAL MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,636 shares; 2024Q4: 8,400 shares; 2025Q1: 3,890 shares; 2025Q2: 6,514 shares; 2025Q3: 3,100 shares; 2025Q4: 3,451 shares 3,451$866K<0.01%+351Timeline
XARSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,059 shares; 2024Q4: 5,257 shares; 2025Q1: 9,753 shares; 2025Q2: 6,347 shares; 2025Q3: 3,228 shares; 2025Q4: 3,587 shares 3,587$865K<0.01%+359Timeline
QEFASPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,074 shares; 2024Q4: 13,547 shares; 2025Q1: 7,667 shares; 2025Q2: 8,516 shares; 2025Q3: 9,271 shares; 2025Q4: 9,534 shares 9,534$864K<0.01%+263Timeline
LSTRLANDSTAR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,595 shares; 2024Q4: 4,247 shares; 2025Q1: 3,240 shares; 2025Q2: 6,495 shares; 2025Q3: 6,040 shares; 2025Q4: 6,014 shares 6,014$864K<0.01%-26Timeline
PEVERPURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,208 shares; 2024Q4: 11,809 shares; 2025Q1: 9,914 shares; 2025Q2: 15,517 shares; 2025Q3: 14,242 shares; 2025Q4: 12,895 shares 12,895$864K<0.01%-1,347Timeline
ADMAADMA BIOLOGICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,102 shares; 2025Q2: 39,084 shares; 2025Q3: 37,721 shares; 2025Q4: 46,996 shares 46,996$857K<0.01%+9,275Timeline
ZBRAZEBRA TECHNOLOGIES CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,213 shares; 2024Q4: 15,290 shares; 2025Q1: 7,879 shares; 2025Q2: 5,378 shares; 2025Q3: 4,785 shares; 2025Q4: 3,530 shares 3,530$857K<0.01%-1,255Timeline
IGVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,989 shares; 2024Q4: 22,057 shares; 2025Q1: 23,258 shares; 2025Q2: 30,237 shares; 2025Q3: 20,013 shares; 2025Q4: 8,107 shares 8,107$857K<0.01%-11,906Timeline
FLGBFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,290 shares; 2024Q4: 43,883 shares; 2025Q1: 33,646 shares; 2025Q2: 30,259 shares; 2025Q3: 26,081 shares; 2025Q4: 25,382 shares 25,382$857K<0.01%-699Timeline
NTAPNETAPP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,920 shares; 2024Q4: 26,578 shares; 2025Q1: 19,508 shares; 2025Q2: 10,164 shares; 2025Q3: 9,003 shares; 2025Q4: 7,970 shares 7,970$854K<0.01%-1,033Timeline
PIIPOLARIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,706 shares; 2025Q3: 13,630 shares; 2025Q4: 13,490 shares 13,490$853K<0.01%-140Timeline
KEYSKEYSIGHT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,629 shares; 2024Q4: 9,906 shares; 2025Q1: 3,882 shares; 2025Q2: 3,808 shares; 2025Q3: 4,092 shares; 2025Q4: 4,196 shares 4,196$853K<0.01%+104Timeline
FGDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,001 shares; 2024Q4: not reported; 2025Q1: 8,670 shares; 2025Q2: not reported; 2025Q3: 21,338 shares; 2025Q4: 28,118 shares 28,118$851K<0.01%+6,780Timeline
SSNCSS&C TECH HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,799 shares; 2024Q4: 8,724 shares; 2025Q1: 12,017 shares; 2025Q2: 11,851 shares; 2025Q3: 9,910 shares; 2025Q4: 9,694 shares 9,694$847K<0.01%-216Timeline
TDSTELEPHONE & DATA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,016 shares; 2025Q1: 6,908 shares; 2025Q2: 22,268 shares; 2025Q3: 20,495 shares; 2025Q4: 20,618 shares 20,618$845K<0.01%+123Timeline
KRKROGER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,164 shares; 2024Q4: 22,666 shares; 2025Q1: 74,374 shares; 2025Q2: 23,297 shares; 2025Q3: 12,580 shares; 2025Q4: 13,524 shares 13,524$845K<0.01%+944Timeline
REXRREXFORD INDL RLTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,677 shares; 2024Q4: not reported; 2025Q1: 5,311 shares; 2025Q2: 21,108 shares; 2025Q3: 20,784 shares; 2025Q4: 21,720 shares 21,720$841K<0.01%+936Timeline
QYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,546 shares; 2024Q4: 117,015 shares; 2025Q1: 126,968 shares; 2025Q2: 68,338 shares; 2025Q3: 52,998 shares; 2025Q4: 47,559 shares 47,559$840K<0.01%-5,439Timeline
CFRCULLEN FROST BANKERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,868 shares; 2024Q4: 4,090 shares; 2025Q1: 3,426 shares; 2025Q2: 6,653 shares; 2025Q3: 6,415 shares; 2025Q4: 6,631 shares 6,631$840K<0.01%+216Timeline
TOPTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,354 shares; 2025Q4: 26,887 shares 26,887$840K<0.01%+533Timeline
XRTSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,844 shares 9,844$840K<0.01%newTimeline
BBEUJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,624 shares; 2024Q4: not reported; 2025Q1: 8,793 shares; 2025Q2: 8,235 shares; 2025Q3: 11,188 shares; 2025Q4: 11,434 shares 11,434$838K<0.01%+246Timeline
ARKQARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,283 shares 7,283$835K<0.01%newTimeline
APAMARTISAN PARTNERS ASSET MGMTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,706 shares; 2024Q4: 8,547 shares; 2025Q1: 11,050 shares; 2025Q2: 25,785 shares; 2025Q3: 23,188 shares; 2025Q4: 20,383 shares 20,383$830K<0.01%-2,805Timeline
VLTOVERALTO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,519 shares; 2024Q4: 33,932 shares; 2025Q1: 15,267 shares; 2025Q2: 11,395 shares; 2025Q3: 9,987 shares; 2025Q4: 8,307 shares 8,307$829K<0.01%-1,680Timeline
FBCGFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,065 shares 15,065$826K<0.01%newTimeline
SHVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,887 shares; 2024Q4: 20,220 shares; 2025Q1: 22,308 shares; 2025Q2: 8,570 shares; 2025Q3: 7,019 shares; 2025Q4: 7,489 shares 7,489$825K<0.01%+470Timeline
TYLTYLER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,169 shares; 2024Q4: 4,193 shares; 2025Q1: 3,575 shares; 2025Q2: 3,277 shares; 2025Q3: 1,792 shares; 2025Q4: 1,817 shares 1,817$825K<0.01%+25Timeline
CBTCABOT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,338 shares; 2024Q4: 7,213 shares; 2025Q1: 4,332 shares; 2025Q2: 13,678 shares; 2025Q3: 12,548 shares; 2025Q4: 12,397 shares 12,397$822K<0.01%-151Timeline
IHFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,417 shares; 2025Q4: 17,119 shares 17,119$821K<0.01%+1,702Timeline
ESEESCO TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,831 shares; 2024Q4: 2,919 shares; 2025Q1: 2,398 shares; 2025Q2: 4,623 shares; 2025Q3: 4,177 shares; 2025Q4: 4,184 shares 4,184$818K<0.01%+7Timeline
GRMNGARMIN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,240 shares; 2024Q4: 6,551 shares; 2025Q1: 6,716 shares; 2025Q2: 3,173 shares; 2025Q3: 3,643 shares; 2025Q4: 4,023 shares 4,023$816K<0.01%+380Timeline
TOSTTOAST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,731 shares; 2024Q4: 19,967 shares; 2025Q1: 15,533 shares; 2025Q2: 16,697 shares; 2025Q3: 26,552 shares; 2025Q4: 22,976 shares 22,976$816K<0.01%-3,576Timeline
OGEOGE ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,934 shares; 2025Q1: 5,241 shares; 2025Q2: 19,805 shares; 2025Q3: 18,627 shares; 2025Q4: 19,056 shares 19,056$814K<0.01%+429Timeline
EXASEXACT SCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,925 shares; 2024Q4: 17,819 shares; 2025Q1: 72,882 shares; 2025Q2: 14,155 shares; 2025Q3: 12,416 shares; 2025Q4: 8,005 shares 8,005$813K<0.01%-4,411Timeline
UBSUBS GROUP AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,401 shares; 2024Q4: 53,410 shares; 2025Q1: 22,384 shares; 2025Q2: 15,980 shares; 2025Q3: 16,016 shares; 2025Q4: 17,551 shares 17,551$813K<0.01%+1,535Timeline
MASMASCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,093 shares; 2024Q4: 47,056 shares; 2025Q1: 24,287 shares; 2025Q2: 19,069 shares; 2025Q3: 18,014 shares; 2025Q4: 12,797 shares 12,797$812K<0.01%-5,217Timeline
DOCUDOCUSIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,334 shares; 2025Q1: 4,132 shares; 2025Q2: 8,510 shares; 2025Q3: 13,652 shares; 2025Q4: 11,841 shares 11,841$810K<0.01%-1,811Timeline
BBVABANCO BILBAO VIZCAYA ARGENTAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,239 shares; 2024Q4: 92,328 shares; 2025Q1: 48,422 shares; 2025Q2: 47,536 shares; 2025Q3: 32,567 shares; 2025Q4: 34,614 shares 34,614$807K<0.01%+2,047Timeline
BCSBARCLAYS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,812 shares; 2024Q4: 65,593 shares; 2025Q1: 35,431 shares; 2025Q2: 28,207 shares; 2025Q3: 30,678 shares; 2025Q4: 31,695 shares 31,695$807K<0.01%+1,017Timeline
BCBRUNSWICK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,859 shares; 2024Q4: 5,431 shares; 2025Q1: 4,072 shares; 2025Q2: 10,975 shares; 2025Q3: 10,971 shares; 2025Q4: 10,792 shares 10,792$801K<0.01%-179Timeline
JSIJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,675 shares; 2025Q4: 15,368 shares 15,368$800K<0.01%+693Timeline
WRBBERKLEY W R CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,175 shares; 2024Q4: 26,459 shares; 2025Q1: 21,472 shares; 2025Q2: 19,309 shares; 2025Q3: 13,561 shares; 2025Q4: 11,408 shares 11,408$800K<0.01%-2,153Timeline
ITWILLINOIS TOOL WKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,554 shares; 2024Q4: 26,056 shares; 2025Q1: 15,803 shares; 2025Q2: 11,724 shares; 2025Q3: 10,784 shares; 2025Q4: 3,227 shares 3,227$795K<0.01%-7,557Timeline
CIVICIVITAS RESOURCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,106 shares; 2025Q3: 15,106 shares; 2025Q4: 29,320 shares 29,320$794K<0.01%+14,214Timeline
FASTFASTENAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,361 shares; 2024Q4: 23,488 shares; 2025Q1: 15,729 shares; 2025Q2: 30,659 shares; 2025Q3: 19,186 shares; 2025Q4: 19,737 shares 19,737$792K<0.01%+551Timeline
DTEDTE ENERGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,620 shares; 2024Q4: 5,853 shares; 2025Q1: 5,559 shares; 2025Q2: 6,273 shares; 2025Q3: 5,975 shares; 2025Q4: 6,123 shares 6,123$790K<0.01%+148Timeline
DGXQUEST DIAGNOSTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,554 shares; 2024Q4: 10,209 shares; 2025Q1: 4,703 shares; 2025Q2: 4,577 shares; 2025Q3: 4,277 shares; 2025Q4: 4,551 shares 4,551$790K<0.01%+274Timeline
FJUNFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,306 shares; 2024Q4: 7,856 shares; 2025Q1: 5,422 shares; 2025Q2: 7,846 shares; 2025Q3: 12,044 shares; 2025Q4: 13,838 shares 13,838$790K<0.01%+1,794Timeline
SKYWSKYWEST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,746 shares; 2024Q4: 3,098 shares; 2025Q1: 2,842 shares; 2025Q2: 8,117 shares; 2025Q3: 7,539 shares; 2025Q4: 7,843 shares 7,843$788K<0.01%+304Timeline
NPOENPRO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,211 shares; 2024Q4: 3,477 shares; 2025Q1: 2,785 shares; 2025Q2: 3,953 shares; 2025Q3: 3,871 shares; 2025Q4: 3,674 shares 3,674$787K<0.01%-197Timeline
FEMBFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,516 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,413 shares; 2025Q3: 26,335 shares; 2025Q4: 26,245 shares 26,245$782K<0.01%-90Timeline
CTRECARETRUST REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,398 shares; 2024Q4: 9,587 shares; 2025Q1: 10,022 shares; 2025Q2: 22,991 shares; 2025Q3: 21,217 shares; 2025Q4: 21,597 shares 21,597$781K<0.01%+380Timeline
AMRALPHA METALLURGICAL RESOUR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,133 shares; 2025Q3: 3,829 shares; 2025Q4: 3,907 shares 3,907$781K<0.01%+78Timeline
URTHISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,339 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,181 shares 4,181$777K<0.01%newTimeline
SAIASAIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,319 shares; 2024Q4: 3,488 shares; 2025Q1: 3,270 shares; 2025Q2: 2,810 shares; 2025Q3: 2,530 shares; 2025Q4: 2,378 shares 2,378$776K<0.01%-152Timeline
SLABSILICON LABORATORIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,148 shares; 2024Q4: 9,462 shares; 2025Q1: 7,755 shares; 2025Q2: 6,399 shares; 2025Q3: 6,297 shares; 2025Q4: 5,936 shares 5,936$776K<0.01%-361Timeline
ROLROLLINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,178 shares; 2024Q4: 37,391 shares; 2025Q1: 31,329 shares; 2025Q2: 25,437 shares; 2025Q3: 14,946 shares; 2025Q4: 12,868 shares 12,868$772K<0.01%-2,078Timeline
GEFGREIF INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,132 shares; 2024Q4: 5,452 shares; 2025Q1: 4,635 shares; 2025Q2: 11,470 shares; 2025Q3: 11,551 shares; 2025Q4: 11,407 shares 11,407$772K<0.01%-144Timeline
FSMDFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,197 shares; 2024Q4: 15,491 shares; 2025Q1: 18,076 shares; 2025Q2: 20,795 shares; 2025Q3: 13,702 shares; 2025Q4: 17,470 shares 17,470$771K<0.01%+3,768Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,321 shares; 2024Q4: 8,606 shares; 2025Q1: 2,648 shares; 2025Q2: 2,353 shares; 2025Q3: 2,348 shares; 2025Q4: 2,485 shares 2,485$771K<0.01%+137Timeline
ENTGENTEGRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,999 shares; 2024Q4: 32,302 shares; 2025Q1: 21,526 shares; 2025Q2: 11,241 shares; 2025Q3: 10,405 shares; 2025Q4: 9,150 shares 9,150$771K<0.01%-1,255Timeline
RDDTREDDIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,724 shares; 2025Q1: 4,502 shares; 2025Q2: 1,722 shares; 2025Q3: 2,431 shares; 2025Q4: 3,352 shares 3,352$771K<0.01%+921Timeline
CFGCITIZENS FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,542 shares; 2024Q4: 16,957 shares; 2025Q1: 11,721 shares; 2025Q2: 10,369 shares; 2025Q3: 11,617 shares; 2025Q4: 13,175 shares 13,175$770K<0.01%+1,558Timeline
ETRENTERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,531 shares; 2024Q4: 47,325 shares; 2025Q1: 37,668 shares; 2025Q2: 10,207 shares; 2025Q3: 7,004 shares; 2025Q4: 8,315 shares 8,315$769K<0.01%+1,311Timeline
FLCBFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,288 shares; 2024Q4: 169,251 shares; 2025Q1: 178,103 shares; 2025Q2: 110,807 shares; 2025Q3: 61,226 shares; 2025Q4: 35,453 shares 35,453$767K<0.01%-25,773Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,241 shares; 2024Q4: 9,269 shares; 2025Q1: 3,477 shares; 2025Q2: 3,286 shares; 2025Q3: 6,145 shares; 2025Q4: 3,612 shares 3,612$765K<0.01%-2,533Timeline
PHINPHINIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,049 shares; 2025Q3: 12,863 shares; 2025Q4: 12,191 shares 12,191$764K<0.01%-672Timeline
FELCFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,006 shares 20,006$764K<0.01%newTimeline
WATWATERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,105 shares; 2024Q4: 3,587 shares; 2025Q1: 2,502 shares; 2025Q2: 3,050 shares; 2025Q3: 1,879 shares; 2025Q4: 2,008 shares 2,008$763K<0.01%+129Timeline
CPTCAMDEN PPTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,126 shares; 2024Q4: 9,649 shares; 2025Q1: 7,321 shares; 2025Q2: 7,570 shares; 2025Q3: 7,390 shares; 2025Q4: 6,914 shares 6,914$761K<0.01%-476Timeline
COOCOOPER COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,154 shares; 2024Q4: 32,336 shares; 2025Q1: 26,924 shares; 2025Q2: 26,381 shares; 2025Q3: 10,060 shares; 2025Q4: 9,258 shares 9,258$759K<0.01%-802Timeline
MUFGMITSUBISHI UFJ FINANCIAL GROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,120 shares; 2024Q4: 99,673 shares; 2025Q1: 61,140 shares; 2025Q2: 56,227 shares; 2025Q3: 46,712 shares; 2025Q4: 47,748 shares 47,748$757K<0.01%+1,036Timeline
PFFDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,824 shares; 2024Q4: 30,449 shares; 2025Q1: 31,571 shares; 2025Q2: 36,758 shares; 2025Q3: 36,474 shares; 2025Q4: 40,040 shares 40,040$757K<0.01%+3,566Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,299 shares; 2024Q4: 102,031 shares; 2025Q1: 49,464 shares; 2025Q2: 39,526 shares; 2025Q3: 3,918,443 shares; 2025Q4: 28,456 shares 28,456$754K<0.01%-3,889,987Timeline
FTDRFRONTDOOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,136 shares; 2025Q3: 12,927 shares; 2025Q4: 13,057 shares 13,057$753K<0.01%+130Timeline
FTECFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,389 shares; 2024Q4: 14,657 shares; 2025Q1: 1,749 shares; 2025Q2: 6,405 shares; 2025Q3: 4,783 shares; 2025Q4: 3,337 shares 3,337$750K<0.01%-1,446Timeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,841 shares; 2024Q4: 27,717 shares; 2025Q1: 12,941 shares; 2025Q2: 11,755 shares; 2025Q3: 6,396 shares; 2025Q4: 6,768 shares 6,768$746K<0.01%+372Timeline
RLRALPH LAUREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,956 shares; 2025Q1: 2,234 shares; 2025Q2: 1,998 shares; 2025Q3: 1,952 shares; 2025Q4: 2,099 shares 2,099$742K<0.01%+147Timeline
EMXCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,735,192 shares; 2024Q4: 3,899,927 shares; 2025Q1: 2,260,417 shares; 2025Q2: 113,980 shares; 2025Q3: 13,371 shares; 2025Q4: 10,198 shares 10,198$741K<0.01%-3,173Timeline
RSRELIANCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,144 shares; 2024Q4: 1,289 shares; 2025Q1: 1,009 shares; 2025Q2: 2,701 shares; 2025Q3: 2,555 shares; 2025Q4: 2,560 shares 2,560$739K<0.01%+5Timeline
FCALFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,130 shares; 2025Q2: 18,662 shares; 2025Q3: 20,407 shares; 2025Q4: 14,935 shares 14,935$736K<0.01%-5,472Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,025 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,880 shares; 2025Q3: 1,231 shares; 2025Q4: 2,673 shares 2,673$736K<0.01%+1,442Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,720 shares; 2024Q4: 13,496 shares; 2025Q1: 2,676 shares; 2025Q2: 2,429 shares; 2025Q3: 2,246 shares; 2025Q4: 2,435 shares 2,435$736K<0.01%+189Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,258 shares; 2024Q4: 14,111 shares; 2025Q1: 8,337 shares; 2025Q2: 8,632 shares; 2025Q3: 8,318 shares; 2025Q4: 8,860 shares 8,860$735K<0.01%+542Timeline
KALUKAISER ALUMINIUM CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,853 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,180 shares; 2025Q4: 6,363 shares 6,363$731K<0.01%+2,183Timeline
REZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,563 shares; 2024Q4: 11,175 shares; 2025Q1: 6,353 shares; 2025Q2: 7,221 shares; 2025Q3: 8,842 shares; 2025Q4: 8,826 shares 8,826$729K<0.01%-16Timeline
ISTBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,943 shares; 2024Q4: 26,225 shares; 2025Q1: 6,665 shares; 2025Q2: 7,732 shares; 2025Q3: 8,546 shares; 2025Q4: 14,961 shares 14,961$729K<0.01%+6,415Timeline
FUMBFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,644 shares; 2024Q4: 22,503 shares; 2025Q1: 24,418 shares; 2025Q2: 39,703 shares; 2025Q3: 48,713 shares; 2025Q4: 36,330 shares 36,330$729K<0.01%-12,383Timeline
VAWVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,126 shares; 2024Q4: 17,837 shares; 2025Q1: 18,160 shares; 2025Q2: 9,753 shares; 2025Q3: not reported; 2025Q4: 3,511 shares 3,511$726K<0.01%newTimeline
ILCGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,844 shares; 2025Q1: 2,690 shares; 2025Q2: 7,392 shares; 2025Q3: 5,064 shares; 2025Q4: 6,959 shares 6,959$724K<0.01%+1,895Timeline
LGOVFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,930 shares; 2024Q4: 113,260 shares; 2025Q1: 100,883 shares; 2025Q2: 35,560 shares; 2025Q3: 33,088 shares; 2025Q4: 33,131 shares 33,131$723K<0.01%+43Timeline
NXPINXP SEMICONDUCTORS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,945 shares; 2024Q4: 18,905 shares; 2025Q1: 5,528 shares; 2025Q2: 4,991 shares; 2025Q3: 4,315 shares; 2025Q4: 3,315 shares 3,315$720K<0.01%-1,000Timeline
ILFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,878 shares; 2025Q2: 20,648 shares; 2025Q3: 18,231 shares; 2025Q4: 23,545 shares 23,545$717K<0.01%+5,314Timeline
FTCFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,538 shares; 2024Q4: 5,311 shares; 2025Q1: 4,946 shares; 2025Q2: 4,674 shares; 2025Q3: 4,538 shares; 2025Q4: 4,479 shares 4,479$716K<0.01%-59Timeline
HEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,682 shares; 2024Q4: 220,119 shares; 2025Q1: 1,571,536 shares; 2025Q2: 132,500 shares; 2025Q3: 16,054 shares; 2025Q4: 17,299 shares 17,299$715K<0.01%+1,245Timeline
AROCARCHROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,731 shares; 2025Q1: 11,268 shares; 2025Q2: 30,552 shares; 2025Q3: 25,996 shares; 2025Q4: 27,443 shares 27,443$714K<0.01%+1,447Timeline
AWIARMSTRONG WORLD INDS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,010 shares; 2024Q4: 7,565 shares; 2025Q1: 5,225 shares; 2025Q2: 5,138 shares; 2025Q3: 3,709 shares; 2025Q4: 3,709 shares 3,709$709K<0.01%0Timeline
ROPEEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,394 shares 26,394$709K<0.01%newTimeline
JMUBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,909 shares; 2024Q4: 14,114 shares; 2025Q1: 11,473 shares; 2025Q2: 5,428 shares; 2025Q3: not reported; 2025Q4: 14,026 shares 14,026$708K<0.01%newTimeline
EMLPFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,575 shares; 2024Q4: 36,216 shares; 2025Q1: 34,181 shares; 2025Q2: 22,334 shares; 2025Q3: 18,766 shares; 2025Q4: 18,631 shares 18,631$706K<0.01%-135Timeline
SLGNSILGAN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,902 shares; 2024Q4: 9,822 shares; 2025Q1: 8,315 shares; 2025Q2: 17,709 shares; 2025Q3: 17,220 shares; 2025Q4: 17,441 shares 17,441$704K<0.01%+221Timeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,501 shares; 2024Q4: 10,717 shares; 2025Q1: 6,975 shares; 2025Q2: 6,811 shares; 2025Q3: 6,473 shares; 2025Q4: 4,361 shares 4,361$704K<0.01%-2,112Timeline
NDSNNORDSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,968 shares; 2024Q4: 6,376 shares; 2025Q1: 4,447 shares; 2025Q2: 3,633 shares; 2025Q3: 3,065 shares; 2025Q4: 2,926 shares 2,926$703K<0.01%-139Timeline
ARGXARGENX SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,398 shares; 2024Q4: 1,509 shares; 2025Q1: 904 shares; 2025Q2: 940 shares; 2025Q3: 782 shares; 2025Q4: 836 shares 836$703K<0.01%+54Timeline
HEIHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,020 shares; 2024Q4: 7,135 shares; 2025Q1: 5,588 shares; 2025Q2: 5,243 shares; 2025Q3: 2,182 shares; 2025Q4: 2,171 shares 2,171$703K<0.01%-11Timeline
HBTAHORIZON FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,134 shares; 2025Q3: 26,197 shares; 2025Q4: 24,191 shares 24,191$701K<0.01%-2,006Timeline
ODFLOLD DOMINION FREIGHT LINE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,814 shares; 2024Q4: 8,518 shares; 2025Q1: 3,655 shares; 2025Q2: 4,218 shares; 2025Q3: 3,662 shares; 2025Q4: 4,462 shares 4,462$700K<0.01%+800Timeline
OCOWENS CORNING NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,127 shares; 2024Q4: 9,251 shares; 2025Q1: 2,684 shares; 2025Q2: 6,035 shares; 2025Q3: 5,940 shares; 2025Q4: 6,236 shares 6,236$698K<0.01%+296Timeline
FTSMFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,214 shares; 2024Q4: 24,593 shares; 2025Q1: 27,044 shares; 2025Q2: 23,863 shares; 2025Q3: 12,208 shares; 2025Q4: 11,576 shares 11,576$694K<0.01%-632Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,988 shares; 2024Q4: 9,058 shares; 2025Q1: 6,432 shares; 2025Q2: 5,741 shares; 2025Q3: 4,341 shares; 2025Q4: 4,729 shares 4,729$693K<0.01%+388Timeline
MLPXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,441 shares 11,441$693K<0.01%newTimeline
GNTXGENTEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,544 shares; 2024Q4: 11,634 shares; 2025Q1: 11,271 shares; 2025Q2: 32,078 shares; 2025Q3: 31,184 shares; 2025Q4: 29,700 shares 29,700$691K<0.01%-1,484Timeline
PCORPROCORE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 7,991 shares; 2025Q1: 5,682 shares; 2025Q2: 4,434 shares; 2025Q3: 8,324 shares; 2025Q4: 9,487 shares 9,487$690K<0.01%+1,163Timeline
HLNEHAMILTON LANE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,984 shares; 2024Q4: 1,876 shares; 2025Q1: 1,912 shares; 2025Q2: 4,144 shares; 2025Q3: 3,622 shares; 2025Q4: 5,130 shares 5,130$689K<0.01%+1,508Timeline
BMIBADGER METER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,652 shares; 2024Q4: 1,635 shares; 2025Q1: 2,396 shares; 2025Q2: 4,971 shares; 2025Q3: 3,897 shares; 2025Q4: 3,919 shares 3,919$684K<0.01%+22Timeline
HRMYHARMONY BIOSCIENCES HLDGS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,985 shares; 2025Q3: 18,167 shares; 2025Q4: 18,261 shares 18,261$683K<0.01%+94Timeline
PBIPITNEY BOWES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,122 shares; 2024Q4: 18,000 shares; 2025Q1: 25,683 shares; 2025Q2: 78,200 shares; 2025Q3: 64,933 shares; 2025Q4: 64,406 shares 64,406$681K<0.01%-527Timeline
SFSTIFEL FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,509 shares; 2024Q4: 17,213 shares; 2025Q1: 9,002 shares; 2025Q2: 7,857 shares; 2025Q3: 6,858 shares; 2025Q4: 5,411 shares 5,411$678K<0.01%-1,447Timeline
HMNHORACE MANN EDUCATORS CORP NQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,794 shares; 2024Q4: 5,717 shares; 2025Q1: 7,033 shares; 2025Q2: 15,741 shares; 2025Q3: 15,092 shares; 2025Q4: 14,661 shares 14,661$677K<0.01%-431Timeline
ICFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,797 shares; 2024Q4: 46,474 shares; 2025Q1: 39,302 shares; 2025Q2: 11,406 shares; 2025Q3: 11,369 shares; 2025Q4: 11,333 shares 11,333$676K<0.01%-36Timeline
IQLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,630 shares; 2024Q4: 20,826 shares; 2025Q1: 39,649 shares; 2025Q2: 28,603 shares; 2025Q3: 18,664 shares; 2025Q4: 14,857 shares 14,857$675K<0.01%-3,807Timeline
ROPROPER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,758 shares; 2024Q4: 2,996 shares; 2025Q1: 2,297 shares; 2025Q2: 2,770 shares; 2025Q3: 1,514 shares; 2025Q4: 1,510 shares 1,510$672K<0.01%-4Timeline
DXCMDEXCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,381 shares; 2024Q4: 16,159 shares; 2025Q1: 12,565 shares; 2025Q2: 11,055 shares; 2025Q3: 8,874 shares; 2025Q4: 10,081 shares 10,081$669K<0.01%+1,207Timeline
TXRHTEXAS ROADHOUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,263 shares; 2024Q4: 6,185 shares; 2025Q1: 4,503 shares; 2025Q2: 4,408 shares; 2025Q3: 3,853 shares; 2025Q4: 4,022 shares 4,022$668K<0.01%+169Timeline
GPKGRAPHIC PACKAGING HLDG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,470 shares; 2024Q4: 34,860 shares; 2025Q1: 21,779 shares; 2025Q2: 44,648 shares; 2025Q3: 37,932 shares; 2025Q4: 44,289 shares 44,289$667K<0.01%+6,357Timeline
FTAFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,594 shares; 2024Q4: 29,174 shares; 2025Q1: 27,382 shares; 2025Q2: 9,698 shares; 2025Q3: 7,467 shares; 2025Q4: 7,732 shares 7,732$666K<0.01%+265Timeline
JBNDJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,926 shares; 2025Q1: not reported; 2025Q2: 4,151 shares; 2025Q3: 3,980 shares; 2025Q4: 12,251 shares 12,251$662K<0.01%+8,271Timeline
SLQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,471 shares; 2024Q4: 15,970 shares; 2025Q1: 20,900 shares; 2025Q2: 13,444 shares; 2025Q3: 12,943 shares; 2025Q4: 12,927 shares 12,927$655K<0.01%-16Timeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,099 shares; 2024Q4: 8,495 shares; 2025Q1: 5,492 shares; 2025Q2: 3,918 shares; 2025Q3: 3,820 shares; 2025Q4: 4,226 shares 4,226$654K<0.01%+406Timeline
TMTOYOTA MOTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,066 shares; 2024Q4: 4,863 shares; 2025Q1: 3,175 shares; 2025Q2: 2,297 shares; 2025Q3: 2,529 shares; 2025Q4: 3,050 shares 3,050$653K<0.01%+521Timeline
RWLINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,901 shares; 2024Q4: 10,165 shares; 2025Q1: 7,356 shares; 2025Q2: 3,990 shares; 2025Q3: 5,069 shares; 2025Q4: 5,697 shares 5,697$652K<0.01%+628Timeline
GXOGXO LOGISTICS INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,553 shares; 2025Q3: 12,247 shares; 2025Q4: 12,361 shares 12,361$651K<0.01%+114Timeline
LCIILCI INDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,866 shares; 2024Q4: 3,432 shares; 2025Q1: 2,694 shares; 2025Q2: 4,457 shares; 2025Q3: 4,060 shares; 2025Q4: 5,362 shares 5,362$651K<0.01%+1,302Timeline
CHKPCHECK POINT SOFTWARE TECH LTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,985 shares; 2024Q4: 7,544 shares; 2025Q1: 4,939 shares; 2025Q2: 3,502 shares; 2025Q3: 3,238 shares; 2025Q4: 3,501 shares 3,501$650K<0.01%+263Timeline
NWNNORTHWEST NAT HLDG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,020 shares; 2025Q3: 14,253 shares; 2025Q4: 13,823 shares 13,823$646K<0.01%-430Timeline
HLNHALEON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,525 shares; 2024Q4: 179,896 shares; 2025Q1: 94,129 shares; 2025Q2: 90,609 shares; 2025Q3: 62,295 shares; 2025Q4: 63,726 shares 63,726$644K<0.01%+1,431Timeline
FTGSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,042 shares; 2024Q4: 113,044 shares; 2025Q1: 80,801 shares; 2025Q2: 27,547 shares; 2025Q3: 17,606 shares; 2025Q4: 18,224 shares 18,224$644K<0.01%+618Timeline
INSMINSMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,089 shares; 2024Q4: 6,314 shares; 2025Q1: 5,896 shares; 2025Q2: 5,191 shares; 2025Q3: 4,164 shares; 2025Q4: 3,700 shares 3,700$644K<0.01%-464Timeline
FWRDFORWARD AIR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,563 shares; 2025Q3: 25,508 shares; 2025Q4: 25,710 shares 25,710$643K<0.01%+202Timeline
ALABASTERA LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,520 shares; 2025Q1: 4,946 shares; 2025Q2: 5,002 shares; 2025Q3: 3,453 shares; 2025Q4: 3,863 shares 3,863$643K<0.01%+410Timeline
SAICSCIENCE APPLICATIONS INTL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,534 shares; 2024Q4: 2,959 shares; 2025Q1: 1,785 shares; 2025Q2: 6,599 shares; 2025Q3: 6,285 shares; 2025Q4: 6,377 shares 6,377$642K<0.01%+92Timeline
ITTITT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,384 shares; 2024Q4: 6,002 shares; 2025Q1: 3,256 shares; 2025Q2: 2,932 shares; 2025Q3: 3,164 shares; 2025Q4: 3,682 shares 3,682$639K<0.01%+518Timeline
CUBECUBESMARTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,260 shares; 2024Q4: 21,861 shares; 2025Q1: 16,582 shares; 2025Q2: 15,976 shares; 2025Q3: 20,580 shares; 2025Q4: 17,511 shares 17,511$631K<0.01%-3,069Timeline
XLGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,046 shares; 2024Q4: 24,350 shares; 2025Q1: 40,748 shares; 2025Q2: 17,846 shares; 2025Q3: 10,770 shares; 2025Q4: 10,644 shares 10,644$631K<0.01%-126Timeline
ACGLARCH CAP GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,764 shares; 2024Q4: 17,904 shares; 2025Q1: 8,723 shares; 2025Q2: 7,096 shares; 2025Q3: 5,777 shares; 2025Q4: 6,575 shares 6,575$631K<0.01%+798Timeline
FLCAFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,000 shares 13,000$628K<0.01%newTimeline
PARRPAR PAC HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,584 shares; 2025Q2: 46,356 shares; 2025Q3: 21,543 shares; 2025Q4: 17,856 shares 17,856$627K<0.01%-3,687Timeline
FTLSFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,300 shares; 2024Q4: 31,368 shares; 2025Q1: 55,658 shares; 2025Q2: 14,441 shares; 2025Q3: 8,453 shares; 2025Q4: 8,788 shares 8,788$624K<0.01%+335Timeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,623 shares 2,623$623K<0.01%newTimeline
ARKKARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,217 shares; 2024Q4: 19,017 shares; 2025Q1: 16,876 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,090 shares 8,090$622K<0.01%newTimeline
SPHDINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,226 shares; 2024Q4: 8,100 shares; 2025Q1: 7,437 shares; 2025Q2: 12,304 shares; 2025Q3: 12,558 shares; 2025Q4: 12,955 shares 12,955$622K<0.01%+397Timeline
GFFGRIFFON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,157 shares; 2025Q2: 9,530 shares; 2025Q3: 8,815 shares; 2025Q4: 8,402 shares 8,402$619K<0.01%-413Timeline
CALMCAL MAINE FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,248 shares; 2025Q1: not reported; 2025Q2: 6,858 shares; 2025Q3: 5,685 shares; 2025Q4: 7,749 shares 7,749$617K<0.01%+2,064Timeline
PORPORTLAND GEN ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,746 shares; 2024Q4: 12,971 shares; 2025Q1: 7,251 shares; 2025Q2: not reported; 2025Q3: 12,482 shares; 2025Q4: 12,841 shares 12,841$616K<0.01%+359Timeline
AIGAMERICAN INTL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,274 shares; 2024Q4: 20,247 shares; 2025Q1: 11,671 shares; 2025Q2: 9,348 shares; 2025Q3: 7,335 shares; 2025Q4: 7,199 shares 7,199$616K<0.01%-136Timeline
NUENUCOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,797 shares; 2024Q4: 9,404 shares; 2025Q1: 4,526 shares; 2025Q2: 4,373 shares; 2025Q3: 3,437 shares; 2025Q4: 3,761 shares 3,761$614K<0.01%+324Timeline
MTDMETTLER TOLEDO INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 485 shares; 2024Q4: 513 shares; 2025Q1: 349 shares; 2025Q2: 352 shares; 2025Q3: 369 shares; 2025Q4: 440 shares 440$613K<0.01%+71Timeline
OLNOLIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,657 shares; 2024Q4: not reported; 2025Q1: 8,514 shares; 2025Q2: 31,866 shares; 2025Q3: 28,652 shares; 2025Q4: 29,361 shares 29,361$612K<0.01%+709Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,159 shares; 2024Q4: 14,143 shares; 2025Q1: 14,115 shares; 2025Q2: 14,163 shares; 2025Q3: 13,679 shares; 2025Q4: 13,055 shares 13,055$611K<0.01%-624Timeline
RELXRELX PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,664 shares; 2024Q4: 46,175 shares; 2025Q1: 21,809 shares; 2025Q2: 17,331 shares; 2025Q3: 15,337 shares; 2025Q4: 15,040 shares 15,040$608K<0.01%-297Timeline
HASHASBRO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,205 shares; 2024Q4: 9,873 shares; 2025Q1: 7,561 shares; 2025Q2: 9,914 shares; 2025Q3: 7,400 shares; 2025Q4: 7,371 shares 7,371$604K<0.01%-29Timeline
DNOWDNOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,613 shares; 2025Q2: 48,009 shares; 2025Q3: 44,680 shares; 2025Q4: 45,540 shares 45,540$603K<0.01%+860Timeline
XPELXPEL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,599 shares; 2025Q3: 11,890 shares; 2025Q4: 12,088 shares 12,088$603K<0.01%+198Timeline
PZAINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,806 shares; 2024Q4: 19,971 shares; 2025Q1: 9,121 shares; 2025Q2: 20,422 shares; 2025Q3: 24,128 shares; 2025Q4: 26,008 shares 26,008$603K<0.01%+1,880Timeline
GRBKGREEN BRICK PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,127 shares; 2025Q3: 9,541 shares; 2025Q4: 9,623 shares 9,623$603K<0.01%+82Timeline
FHLCFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,905 shares; 2025Q2: 9,662 shares; 2025Q3: 8,284 shares; 2025Q4: 8,117 shares 8,117$603K<0.01%-167Timeline
DFGXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,300 shares; 2024Q4: 13,352 shares; 2025Q1: 13,584 shares; 2025Q2: 11,931 shares; 2025Q3: 11,405 shares; 2025Q4: 11,436 shares 11,436$602K<0.01%+31Timeline
JHMLJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,555 shares; 2025Q3: 6,405 shares; 2025Q4: 7,530 shares 7,530$601K<0.01%+1,125Timeline
AEMAGNICO EAGLE MINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,253 shares; 2024Q4: 36,631 shares; 2025Q1: 19,766 shares; 2025Q2: 20,885 shares; 2025Q3: 2,197 shares; 2025Q4: 3,539 shares 3,539$600K<0.01%+1,342Timeline
WPCWP CAREY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,488 shares; 2024Q4: 14,793 shares; 2025Q1: 12,547 shares; 2025Q2: 12,693 shares; 2025Q3: 9,611 shares; 2025Q4: 9,318 shares 9,318$600K<0.01%-293Timeline
SHMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,842 shares; 2024Q4: 19,914 shares; 2025Q1: 18,884 shares; 2025Q2: 14,480 shares; 2025Q3: 12,499 shares; 2025Q4: 12,490 shares 12,490$599K<0.01%-9Timeline
MDBMONGODB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,629 shares; 2024Q4: 1,335 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,427 shares 1,427$599K<0.01%newTimeline
AVBAVALONBAY CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,845 shares; 2024Q4: 6,097 shares; 2025Q1: 4,944 shares; 2025Q2: 4,560 shares; 2025Q3: 3,851 shares; 2025Q4: 3,302 shares 3,302$599K<0.01%-549Timeline
LYBLYONDELLBASELL INDUSTRIES NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,825 shares; 2024Q4: 39,171 shares; 2025Q1: 35,014 shares; 2025Q2: 26,534 shares; 2025Q3: 12,332 shares; 2025Q4: 13,810 shares 13,810$598K<0.01%+1,478Timeline
XYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,518 shares; 2024Q4: 17,301 shares; 2025Q1: 18,242 shares; 2025Q2: 18,813 shares; 2025Q3: 16,407 shares; 2025Q4: 14,659 shares 14,659$596K<0.01%-1,748Timeline
HSTHOST HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,160 shares; 2024Q4: 49,234 shares; 2025Q1: 36,073 shares; 2025Q2: 36,583 shares; 2025Q3: 32,974 shares; 2025Q4: 33,581 shares 33,581$595K<0.01%+607Timeline
STTSTATE STR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,538 shares; 2024Q4: 6,040 shares; 2025Q1: 3,915 shares; 2025Q2: 3,962 shares; 2025Q3: 4,492 shares; 2025Q4: 4,598 shares 4,598$593K<0.01%+106Timeline
AORISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,014 shares; 2024Q4: 10,071 shares; 2025Q1: 11,832 shares; 2025Q2: 9,014 shares; 2025Q3: 9,014 shares; 2025Q4: 9,123 shares 9,123$593K<0.01%+109Timeline
PGFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,180 shares; 2025Q4: 41,910 shares 41,910$593K<0.01%+15,730Timeline
GSGISHARES S&P GSCI COMMODITY-Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,126 shares; 2025Q2: 16,303 shares; 2025Q3: 22,326 shares; 2025Q4: 25,545 shares 25,545$589K<0.01%+3,219Timeline
FDTFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,564 shares; 2024Q4: 34,607 shares; 2025Q1: 32,526 shares; 2025Q2: 11,140 shares; 2025Q3: 7,389 shares; 2025Q4: 7,397 shares 7,397$588K<0.01%+8Timeline
LBRTLIBERTY ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,301 shares; 2024Q4: 23,359 shares; 2025Q1: 17,897 shares; 2025Q2: 38,055 shares; 2025Q3: 29,800 shares; 2025Q4: 31,827 shares 31,827$588K<0.01%+2,027Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,823 shares; 2024Q4: 8,664 shares; 2025Q1: 2,530 shares; 2025Q2: 1,818 shares; 2025Q3: 1,734 shares; 2025Q4: 1,654 shares 1,654$584K<0.01%-80Timeline
MOOVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,011 shares 8,011$581K<0.01%newTimeline
BLOKAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,182 shares 10,182$579K<0.01%newTimeline
FYXFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,165 shares; 2024Q4: 5,262 shares; 2025Q1: 5,380 shares; 2025Q2: 4,695 shares; 2025Q3: 4,890 shares; 2025Q4: 5,107 shares 5,107$578K<0.01%+217Timeline
EXEEXPAND ENERGY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,250 shares; 2025Q1: 4,359 shares; 2025Q2: 5,072 shares; 2025Q3: 5,023 shares; 2025Q4: 5,232 shares 5,232$577K<0.01%+209Timeline
SHYMBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,791 shares; 2024Q4: 20,354 shares; 2025Q1: 23,131 shares; 2025Q2: 20,964 shares; 2025Q3: 18,693 shares; 2025Q4: 25,966 shares 25,966$577K<0.01%+7,273Timeline
GLPIGAMING & LEISURE PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,062 shares; 2024Q4: 24,560 shares; 2025Q1: 15,774 shares; 2025Q2: 12,665 shares; 2025Q3: 13,423 shares; 2025Q4: 12,806 shares 12,806$572K<0.01%-617Timeline
FNDXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,980 shares; 2024Q4: 24,158 shares; 2025Q1: 18,142 shares; 2025Q2: 20,177 shares; 2025Q3: 20,597 shares; 2025Q4: 21,022 shares 21,022$572K<0.01%+425Timeline
TMDXTRANSMEDICS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,404 shares; 2024Q4: 4,721 shares; 2025Q1: not reported; 2025Q2: 4,171 shares; 2025Q3: 4,495 shares; 2025Q4: 4,702 shares 4,702$572K<0.01%+207Timeline
MTRNMATERION CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,899 shares; 2025Q3: 4,675 shares; 2025Q4: 4,601 shares 4,601$572K<0.01%-74Timeline
DOCHEALTHPEAK PROPERTIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,389 shares; 2024Q4: 42,529 shares; 2025Q1: 49,398 shares; 2025Q2: 41,398 shares; 2025Q3: 40,674 shares; 2025Q4: 35,384 shares 35,384$569K<0.01%-5,290Timeline
FTITECHNIPFMC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,076 shares; 2024Q4: 35,266 shares; 2025Q1: 30,720 shares; 2025Q2: 31,335 shares; 2025Q3: 11,649 shares; 2025Q4: 12,729 shares 12,729$567K<0.01%+1,080Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
AMCOR PLCAMCOR PLC1,610,671$13.2Mshares
HSICSCHEIN HENRY INC90,115$5.98Mshares
MKTXMARKETAXESS HLDGS INC31,477$5.48Mshares
TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADR67,052$4Mshares
GSWOGOLDMAN SACHS ETF TR50,335$2.87Mshares
HYBLSSGA ACTIVE TR96,890$2.78Mshares
UNILEVER PLCUNILEVER PLC35,055$2.08Mshares
RWRSPDR SERIES TRUST14,723$1.48Mshares
ACHCACADIA HEALTHCARE COMPANY IN57,940$1.43Mshares
AREALEXANDRIA REAL ESTATE EQ IN16,874$1.41Mshares
URAGLOBAL X FDS28,859$1.38Mshares
BAXBAXTER INTL INC54,579$1.24Mshares
BRXBRIXMOR PPTY GROUP INC40,598$1.12Mshares
LADLITHIA MTRS INC3,017$953Kshares
FJANFIRST TR EXCHNG TRADED FD VI18,237$915Kshares
CRBGCOREBRIDGE FINL INC26,024$834Kshares
YEARAB ACTIVE ETFS INC16,028$812Kshares
PNFPPINNACLE FINANCIAL PARTNERS7,358$690Kshares
ONON SEMICONDUCTOR CORP12,586$621Kshares
VGKVANGUARD INTL EQUITY INDEX F7,112$568Kshares
DIHPDIMENSIONAL ETF TRUST18,373$558Kshares
INTERPUBLIC GROUP COSINTERPUBLIC GROUP COS19,382$541Kshares
ALEALLETE INC7,694$511Kshares
SHYDVANECK ETF TRUST22,252$510Kshares
VREVERIS RESIDENTIAL INC33,300$506Kshares
FLBLFRANKLIN TEMPLETON ETF TR20,336$488Kshares
XMESPDR SERIES TRUST5,161$481Kshares
DUHPDIMENSIONAL ETF TRUST12,223$462Kshares
ITGRINTEGER HLDGS CORP3,541$366Kshares
GSEPFIRST TR EXCHNG TRADED FD VI9,507$362Kshares
RSPUINVESCO EXCHANGE TRADED FD T4,712$361Kshares
HOLXHOLOGIC INC5,209$352Kshares
ALGNALIGN TECHNOLOGY INC2,752$345Kshares
CHHCHOICE HOTELS INTL INC3,120$334Kshares
GPNGLOBAL PMTS INC4,011$333Kshares
ROADCONSTRUCTION PARTNERS INC2,600$330Kshares
LGIHLGI HOMES INC6,064$314Kshares
SKYYFIRST TR EXCHANGE-TRADED FD2,307$310Kshares
CHECHEMED CORP NEW680$305Kshares
INMUBLACKROCK ETF TRUST II12,308$295Kshares
QIAGEN N.V.QIAGEN N.V.6,584$293Kshares
TTEKTETRA TECH INC NEW8,688$290Kshares
CCOICOGENT COMM HOLDINGS INC7,534$289Kshares
HUBSHUBSPOT INC613$287Kshares
WDFCWD 40 CO1,440$285Kshares
PAYCPAYCOM SOFTWARE INC1,363$284Kshares
NTESNETEASE COM INC1,818$276Kshares
KKELLANOVA3,310$271Kshares
RSPCINVESCO EXCHANGE TRADED FD T6,553$270Kshares
CVLTCOMMVAULT SYS INC1,423$269Kshares
RSPDINVESCO EXCHANGE TRADED FD T4,536$262Kshares
ARWARROW ELECTRS INC2,146$260Kshares
REETISHARES TR9,953$254Kshares
AOSLALPHA & OMEGA SEMICONDUCTOR8,902$249Kshares
CPNGCOUPANG INC7,639$246Kshares
ZSZSCALER INC801$240Kshares
DVAXDYNAVAX TECHNOLOGIES CORP23,804$236Kshares
IFFINTERNATIONAL FLAVORS&FRAGRA3,840$236Kshares
INTAINTAPP INC5,673$232Kshares
FFEBFIRST TR EXCHNG TRADED FD VI4,185$231Kshares
TRITHOMSON REUTERS CORP1,478$230Kshares
IRTINDEPENDENCE RLTY TR INC13,911$228Kshares
CXTCRANE NXT CO3,348$225Kshares
CALFPACER FDS TR5,091$223Kshares
CCJCAMECO CORP2,656$223Kshares
GFLGFL ENVIRONMENTAL INC4,600$218Kshares
TWTRADEWEB MKTS INC1,962$218Kshares
ARMARM HOLDINGS PLC1,536$217Kshares
ITRIITRON INC1,732$216Kshares
USNAUSANA HEALTH SCIENCES INC7,768$214Kshares
INGRINGREDION INC1,747$213Kshares
PTCTPTC THERAPEUTICS INC3,454$212Kshares
LRNSTRIDE INC1,413$210Kshares
CALXCALIX INC3,378$207Kshares
KAIKADANT INC693$206Kshares
BAHBOOZ ALLEN HAMILTON HLDG COR2,056$206Kshares
HUMHUMANA INC773$201Kshares
UTZUTZ BRANDS INC12,792$155Kshares
PRPERMIAN RESOURCES CORP10,018$128Kshares
UAUNDER ARMOUR INC25,278$122Kshares
GRABGRAB HOLDINGS LIMITED11,691$70.4Kshares
HPPHUDSON PAC PPTYS INC10,678$29.5Kshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001214659-26-001251 base2026-02-06acceptance time not in the bulk data set