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Farther Finance Advisors, LLC

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13F filer, CIK 1992825, SAN FRANCISCO, CA

Farther Finance Advisors, LLC reported $6,629,153,320 across 4,962 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-14. Its ten largest share positions make up 22.8% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001992825-25-000010

Period
2025-09-30
Reported value
$6.63B
Holdings
4,962
Top 10 weight
22.8%
New
629
Sold out
162

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFIVadded+1,904,648$87.8M
SCHXadded+2,433,348$64.1M
VCSHadded+745,386$59.6M
IEMGadded+614,802$40.5M
VTVadded+207,677$38.7M

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

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IUSBreduced-951,260-$44.4M
SPMDreduced-385,262-$22M
SPHYreduced-919,192-$22M
SPIBreduced-625,163-$21.2M
JAAAreduced-243,338-$12.4M

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

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001992825-25-000010, largest first. % of portfolio is the value over $6,615,690,454, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TSLXSIXTH STREET SPECIALTY LENDIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 667 shares; 2025Q1: 667 shares; 2025Q2: 667 shares; 2025Q3: 4,700 shares 4,700$107K<0.01%+4,033Timeline
KBWDINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,095 shares; 2025Q1: 9,463 shares; 2025Q2: 10,181 shares; 2025Q3: 7,899 shares 7,899$107K<0.01%-2,282Timeline
GPIXGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,029 shares 2,029$106K<0.01%newTimeline
WTFCWINTRUST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 460 shares; 2025Q1: 499 shares; 2025Q2: 601 shares; 2025Q3: 800 shares 800$106K<0.01%+199Timeline
NUVLNUVALENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 1,213 shares; 2025Q3: 1,217 shares 1,217$105K<0.01%+4Timeline
DXUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares 1,800$105K<0.01%0Timeline
CPBTHE CAMPBELLS COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,583 shares; 2025Q1: 1,718 shares; 2025Q2: 2,102 shares; 2025Q3: 3,331 shares 3,331$105K<0.01%+1,229Timeline
YMARFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares 4,000$105K<0.01%0Timeline
TECHBIO-TECHNE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,659 shares; 2025Q1: 1,624 shares; 2025Q2: 1,685 shares; 2025Q3: 1,883 shares 1,883$105K<0.01%+198Timeline
INDBINDEPENDENT BK CORP MASSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,503 shares; 2025Q1: 1,504 shares; 2025Q2: 1,481 shares; 2025Q3: 1,511 shares 1,511$105K<0.01%+30Timeline
BFAMBRIGHT HORIZONS FAM SOL IN DQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 719 shares; 2025Q1: 726 shares; 2025Q2: 597 shares; 2025Q3: 962 shares 962$104K<0.01%+365Timeline
VNOMVIPER ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,729 shares 2,729$104K<0.01%newTimeline
SVRASAVARA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,782 shares; 2025Q1: 32,314 shares; 2025Q2: 38,001 shares; 2025Q3: 29,176 shares 29,176$104K<0.01%-8,825Timeline
DKLDELEK LOGISTICS PARTNERS LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,185 shares; 2025Q1: 1,185 shares; 2025Q2: 1,185 shares; 2025Q3: 2,285 shares 2,285$104K<0.01%+1,100Timeline
OTTROTTER TAIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 219 shares; 2025Q1: 2,664 shares; 2025Q2: 1,729 shares; 2025Q3: 1,269 shares 1,269$104K<0.01%-460Timeline
ZMARINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,842 shares; 2025Q3: 3,842 shares 3,842$104K<0.01%0Timeline
SBSWSIBANYE STILLWATER LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 514 shares; 2025Q1: 805 shares; 2025Q2: 6,805 shares; 2025Q3: 9,254 shares 9,254$104K<0.01%+2,449Timeline
OLLIOLLIES BARGAIN OUTLET HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 803 shares; 2025Q1: 661 shares; 2025Q2: 699 shares; 2025Q3: 809 shares 809$104K<0.01%+110Timeline
UPSTUPSTART HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 882 shares; 2025Q1: 843 shares; 2025Q2: 754 shares; 2025Q3: 2,044 shares 2,044$104K<0.01%+1,290Timeline
ETHEGRAYSCALE ETHEREUM STAKING EQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 991 shares; 2025Q1: 1,412 shares; 2025Q2: 2,434 shares; 2025Q3: 3,019 shares 3,019$103K<0.01%+585Timeline
WINGWINGSTOP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 406 shares; 2025Q1: 191 shares; 2025Q2: 223 shares; 2025Q3: 411 shares 411$103K<0.01%+188Timeline
GLPIGAMING & LEISURE PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 670 shares; 2025Q1: 2,083 shares; 2025Q2: 1,869 shares; 2025Q3: 2,217 shares 2,217$103K<0.01%+348Timeline
MEARISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,210 shares; 2025Q1: 1,324 shares; 2025Q2: 8,875 shares; 2025Q3: 2,037 shares 2,037$103K<0.01%-6,838Timeline
Tourmaline Bio IncTourmaline Bio IncQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,659 shares; 2025Q2: 1,002 shares; 2025Q3: 2,146 shares 2,146$103K<0.01%+1,144
RITMRITHM CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,711 shares; 2025Q1: 4,714 shares; 2025Q2: 13,459 shares; 2025Q3: 9,010 shares 9,010$103K<0.01%-4,449Timeline
ANAUTONATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 494 shares; 2025Q1: 498 shares; 2025Q2: 462 shares; 2025Q3: 469 shares 469$103K<0.01%+7Timeline
IHAKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,880 shares; 2025Q1: 1,928 shares; 2025Q2: 2,378 shares; 2025Q3: 1,959 shares 1,959$103K<0.01%-419Timeline
TAKTAKEDA PHARMACEUTICAL CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,575 shares; 2025Q1: 4,620 shares; 2025Q2: 5,623 shares; 2025Q3: 7,001 shares 7,001$102K<0.01%+1,378Timeline
MGYMAGNOLIA OIL & GAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,737 shares; 2025Q1: 4,366 shares; 2025Q2: 3,784 shares; 2025Q3: 4,284 shares 4,284$102K<0.01%+500Timeline
XLSRSSGA ACTIVE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,978 shares; 2025Q1: 1,424 shares; 2025Q2: 1,752 shares; 2025Q3: 1,714 shares 1,714$102K<0.01%-38Timeline
TDIVFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 20,309 shares; 2025Q2: 877 shares; 2025Q3: 1,036 shares 1,036$102K<0.01%+159Timeline
CRD-ACRAWFORD & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,712 shares; 2025Q3: 9,526 shares 9,526$102K<0.01%+3,814Timeline
LEUCENTRUS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,003 shares; 2025Q1: 13 shares; 2025Q2: 284 shares; 2025Q3: 327 shares 327$101K<0.01%+43Timeline
CRLCHARLES RIV LABS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 154 shares; 2025Q1: 223 shares; 2025Q2: 615 shares; 2025Q3: 647 shares 647$101K<0.01%+32Timeline
IFFINTERNATIONAL FLAVORS&FRAGRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,033 shares; 2025Q1: 1,534 shares; 2025Q2: 1,548 shares; 2025Q3: 1,639 shares 1,639$101K<0.01%+91Timeline
FTAFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 85 shares; 2025Q1: 465 shares; 2025Q2: 1,381 shares; 2025Q3: 1,201 shares 1,201$100K<0.01%-180Timeline
SLVRSPROTT FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,231 shares 2,231$98.9K<0.01%newTimeline
IOTSAMSARA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,347 shares; 2025Q1: 2,664 shares; 2025Q2: 5,951 shares; 2025Q3: 2,653 shares 2,653$98.8K<0.01%-3,298Timeline
UITBVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,586 shares; 2025Q3: 2,077 shares 2,077$98.7K<0.01%-1,509Timeline
MSMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,552 shares; 2025Q1: 1,552 shares; 2025Q2: 1,552 shares; 2025Q3: 1,552 shares 1,552$98.4K<0.01%0Timeline
XIMRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 774 shares; 2025Q2: 3,151 shares; 2025Q3: 3,146 shares 3,146$98.3K<0.01%-5Timeline
LFUSLITTELFUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7 shares; 2025Q1: 402 shares; 2025Q2: 349 shares; 2025Q3: 378 shares 378$97.9K<0.01%+29Timeline
DTDYNATRACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,241 shares; 2025Q1: 2,317 shares; 2025Q2: 1,549 shares; 2025Q3: 2,015 shares 2,015$97.6K<0.01%+466Timeline
PGFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,682 shares; 2025Q1: 11,489 shares; 2025Q2: 11,685 shares; 2025Q3: 6,675 shares 6,675$97.6K<0.01%-5,010Timeline
AMOMEXCHANGE LISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,029 shares; 2025Q1: 2,197 shares; 2025Q2: 2,016 shares; 2025Q3: 2,016 shares 2,016$97.4K<0.01%0Timeline
CCBCOASTAL FINL CORP WAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 122 shares; 2025Q3: 896 shares 896$96.9K<0.01%+774Timeline
MORNMORNINGSTAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 407 shares; 2025Q1: 408 shares; 2025Q2: 396 shares; 2025Q3: 417 shares 417$96.8K<0.01%+21Timeline
PEBKPEOPLES BANCORP N C INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,420 shares; 2025Q3: 3,155 shares 3,155$96.7K<0.01%+735Timeline
INOVINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 12,192 shares; 2025Q2: 3,094 shares; 2025Q3: 2,888 shares 2,888$96.3K<0.01%-206Timeline
TCPBTHRIVENT ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,869 shares 1,869$96.2K<0.01%newTimeline
USDPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 272 shares; 2025Q1: 298 shares; 2025Q2: 283 shares; 2025Q3: 971 shares 971$96.2K<0.01%+688Timeline
OPENOPENDOOR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 417 shares; 2025Q1: not reported; 2025Q2: 350 shares; 2025Q3: 12,050 shares 12,050$96K<0.01%+11,700Timeline
ISCVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,440 shares; 2025Q1: 1,440 shares; 2025Q2: 1,440 shares; 2025Q3: 1,440 shares 1,440$96K<0.01%0Timeline
HLIHOULIHAN LOKEY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 982 shares; 2025Q1: 394 shares; 2025Q2: 401 shares; 2025Q3: 467 shares 467$95.9K<0.01%+66Timeline
GDDYGODADDY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,434 shares; 2025Q1: 253 shares; 2025Q2: 1,450 shares; 2025Q3: 700 shares 700$95.8K<0.01%-750Timeline
BALLBALL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 974 shares; 2025Q1: 1,474 shares; 2025Q2: 1,803 shares; 2025Q3: 1,899 shares 1,899$95.8K<0.01%+96Timeline
RXRXRECURSION PHARMACEUTICALS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,757 shares; 2025Q1: 7,732 shares; 2025Q2: 14,202 shares; 2025Q3: 19,590 shares 19,590$95.6K<0.01%+5,388Timeline
NVMINOVA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 345 shares; 2025Q1: 269 shares; 2025Q2: 306 shares; 2025Q3: 299 shares 299$95.6K<0.01%-7Timeline
BWABORGWARNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,558 shares; 2025Q1: 1,965 shares; 2025Q2: 2,207 shares; 2025Q3: 2,170 shares 2,170$95.4K<0.01%-37Timeline
ASNDASCENDIS PHARMA A/SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 188 shares; 2025Q1: 166 shares; 2025Q2: 222 shares; 2025Q3: 478 shares 478$95K<0.01%+256Timeline
CACCCREDIT ACCEP CORP MICHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 81 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 203 shares 203$94.8K<0.01%+202Timeline
FTITECHNIPFMC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 640 shares; 2025Q1: 2,859 shares; 2025Q2: 3,548 shares; 2025Q3: 2,397 shares 2,397$94.6K<0.01%-1,151Timeline
MARAMARA HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,001 shares; 2025Q1: 8,227 shares; 2025Q2: 6,188 shares; 2025Q3: 5,141 shares 5,141$93.9K<0.01%-1,047Timeline
HODLVANECK BITCOIN ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 131 shares; 2025Q1: 525 shares; 2025Q2: 925 shares; 2025Q3: 2,899 shares 2,899$93.8K<0.01%+1,974Timeline
DFAWDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,920 shares; 2025Q1: 1,710 shares; 2025Q2: 1,366 shares; 2025Q3: 1,304 shares 1,304$93.7K<0.01%-62Timeline
CGHMCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,692 shares 3,692$93.4K<0.01%newTimeline
HESMHESS MIDSTREAM LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 112 shares; 2025Q1: 1,053 shares; 2025Q2: 2,363 shares; 2025Q3: 2,696 shares 2,696$93.1K<0.01%+333Timeline
AWRAMER STATES WTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 946 shares; 2025Q1: 944 shares; 2025Q2: 946 shares; 2025Q3: 1,270 shares 1,270$93.1K<0.01%+324Timeline
ZBRAZEBRA TECHNOLOGIES CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 117 shares; 2025Q1: 140 shares; 2025Q2: 208 shares; 2025Q3: 313 shares 313$93K<0.01%+105Timeline
EVLVEVOLV TECHNOLOGIES HLDNGS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,758 shares; 2025Q2: 3,908 shares; 2025Q3: 12,304 shares 12,304$92.9K<0.01%+8,396Timeline
VOTETCW ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,197 shares; 2025Q3: 1,179 shares 1,179$92.5K<0.01%-18Timeline
GENGEN DIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,899 shares; 2025Q1: 4,935 shares; 2025Q2: 3,149 shares; 2025Q3: 3,252 shares 3,252$92.3K<0.01%+103Timeline
PENNPENN ENTERTAINMENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,060 shares; 2025Q1: 4,340 shares; 2025Q2: 4,694 shares; 2025Q3: 4,791 shares 4,791$92.3K<0.01%+97Timeline
ULSUL SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34 shares; 2025Q3: 1,299 shares 1,299$92K<0.01%+1,265Timeline
WTSWATTS WATER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 565 shares; 2025Q1: 379 shares; 2025Q2: 138 shares; 2025Q3: 329 shares 329$91.9K<0.01%+191Timeline
MBWMMERCANTILE BK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,157 shares; 2025Q3: 2,041 shares 2,041$91.8K<0.01%+884Timeline
IOCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,529 shares; 2025Q2: 5,870 shares; 2025Q3: 2,670 shares 2,670$91.2K<0.01%-3,200Timeline
KRESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 161 shares; 2025Q1: 176 shares; 2025Q2: 1,441 shares; 2025Q3: 1,441 shares 1,441$91.2K<0.01%0Timeline
RSRELIANCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 361 shares; 2025Q1: 401 shares; 2025Q2: 287 shares; 2025Q3: 325 shares 325$91.2K<0.01%+38Timeline
FRTFEDERAL RLTY INVT TR NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 536 shares; 2025Q1: 525 shares; 2025Q2: 569 shares; 2025Q3: 897 shares 897$90.9K<0.01%+328Timeline
COOCOOPER COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,097 shares; 2025Q1: 2,192 shares; 2025Q2: 1,263 shares; 2025Q3: 1,325 shares 1,325$90.8K<0.01%+62Timeline
NBTBNBT BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21 shares; 2025Q1: 48 shares; 2025Q2: 1,441 shares; 2025Q3: 2,163 shares 2,163$90.3K<0.01%+722Timeline
TIMBTIM S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11 shares; 2025Q1: 3,315 shares; 2025Q2: 3,956 shares; 2025Q3: 4,034 shares 4,034$90K<0.01%+78Timeline
QCLNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 485 shares; 2025Q1: 834 shares; 2025Q2: 2,084 shares; 2025Q3: 2,145 shares 2,145$90K<0.01%+61Timeline
OWLBLUE OWL CAPITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,123 shares; 2025Q1: 1,366 shares; 2025Q2: 1,680 shares; 2025Q3: 5,313 shares 5,313$89.9K<0.01%+3,633Timeline
TIGRUP FINTECH HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 8,417 shares 8,417$89.8K<0.01%+8,400Timeline
THGHANOVER INS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 491 shares; 2025Q1: 492 shares; 2025Q2: 488 shares; 2025Q3: 494 shares 494$89.7K<0.01%+6Timeline
FOURSHIFT4 PMTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 118 shares; 2025Q1: 177 shares; 2025Q2: 214 shares; 2025Q3: 1,159 shares 1,159$89.7K<0.01%+945Timeline
NHINATIONAL HEALTH INVS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18 shares; 2025Q1: 918 shares; 2025Q2: 903 shares; 2025Q3: 1,128 shares 1,128$89.7K<0.01%+225Timeline
FORWARD INDUSTRIES INC COM …FORWARD INDUSTRIES INC COM NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,507 shares 3,507$89.7K<0.01%new
EXASEXACT SCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 574 shares; 2025Q1: 743 shares; 2025Q2: 1,018 shares; 2025Q3: 1,635 shares 1,635$89.5K<0.01%+617Timeline
ELFYALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,493 shares 2,493$89.2K<0.01%newTimeline
XRNPXCOHEN & STEERS REIT & PFD &Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,962 shares 3,962$89.1K<0.01%newTimeline
AJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,496 shares; 2025Q1: 4,056 shares; 2025Q2: 4,056 shares; 2025Q3: 3,231 shares 3,231$88.9K<0.01%-825Timeline
CRCLCIRCLE INTERNET GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 668 shares 668$88.6K<0.01%newTimeline
VGVENTURE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 826 shares; 2025Q3: 6,230 shares 6,230$88.4K<0.01%+5,404Timeline
CVCOCAVCO INDS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8 shares; 2025Q1: 35 shares; 2025Q2: 88 shares; 2025Q3: 152 shares 152$88.3K<0.01%+64Timeline
CZFSCITIZENS FINL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 1,463 shares 1,463$88.2K<0.01%+1,453Timeline
EGPEASTGROUP PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 413 shares; 2025Q1: 475 shares; 2025Q2: 403 shares; 2025Q3: 521 shares 521$88.1K<0.01%+118Timeline
SBACSBA COMMUNICATIONS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 205 shares; 2025Q1: 250 shares; 2025Q2: 300 shares; 2025Q3: 455 shares 455$88K<0.01%+155Timeline
QSRRESTAURANT BRANDS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 561 shares; 2025Q1: 992 shares; 2025Q2: 1,227 shares; 2025Q3: 1,371 shares 1,371$87.9K<0.01%+144Timeline
TJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,249 shares; 2025Q3: 3,249 shares 3,249$87.8K<0.01%0Timeline
TCOMTRIP COM GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 625 shares; 2025Q1: 490 shares; 2025Q2: 1,177 shares; 2025Q3: 1,167 shares 1,167$87.8K<0.01%-10Timeline
ETHGRAYSCALE ETHEREUM STAKINGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 88 shares; 2025Q1: 403 shares; 2025Q2: 420 shares; 2025Q3: 2,239 shares 2,239$87.7K<0.01%+1,819Timeline
WINNHARBOR ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,815 shares 2,815$87.7K<0.01%newTimeline
KBWBINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,519 shares; 2025Q1: 7,675 shares; 2025Q2: 1,243 shares; 2025Q3: 1,121 shares 1,121$87.7K<0.01%-122Timeline
ZWSZURN ELKAY WATER SOLNS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 433 shares; 2025Q1: 497 shares; 2025Q2: 390 shares; 2025Q3: 1,863 shares 1,863$87.6K<0.01%+1,473Timeline
PRDOPERDOCEO ED CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,219 shares; 2025Q1: 2,876 shares; 2025Q2: 3,001 shares; 2025Q3: 2,323 shares 2,323$87.5K<0.01%-678Timeline
CGNXCOGNEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 180 shares; 2025Q1: 971 shares; 2025Q2: 1,277 shares; 2025Q3: 1,931 shares 1,931$87.5K<0.01%+654Timeline
PAYCPAYCOM SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 537 shares; 2025Q1: 553 shares; 2025Q2: 589 shares; 2025Q3: 419 shares 419$87.2K<0.01%-170Timeline
SANMSANMINA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 684 shares; 2025Q1: 760 shares; 2025Q2: 778 shares; 2025Q3: 756 shares 756$87K<0.01%-22Timeline
STKCOLUMBIA SELIGM PREM TECH GRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 212 shares; 2025Q1: 2,462 shares; 2025Q2: 2,462 shares; 2025Q3: 2,462 shares 2,462$87K<0.01%0Timeline
AREALEXANDRIA REAL ESTATE EQ INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 931 shares; 2025Q1: 1,084 shares; 2025Q2: 494 shares; 2025Q3: 1,040 shares 1,040$86.7K<0.01%+546Timeline
BPOPPOPULAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 198 shares; 2025Q1: 197 shares; 2025Q2: 418 shares; 2025Q3: 682 shares 682$86.6K<0.01%+264Timeline
MTZMASTEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52 shares; 2025Q1: 84 shares; 2025Q2: 276 shares; 2025Q3: 404 shares 404$86K<0.01%+128Timeline
IYLDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,843 shares; 2025Q1: 4,030 shares; 2025Q2: 4,067 shares; 2025Q3: 4,032 shares 4,032$85.8K<0.01%-35Timeline
CUBECUBESMARTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 329 shares; 2025Q1: 1,797 shares; 2025Q2: 1,915 shares; 2025Q3: 2,108 shares 2,108$85.7K<0.01%+193Timeline
TMDVPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares 1,800$85.7K<0.01%0Timeline
HYEMVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 83 shares; 2025Q3: 4,266 shares 4,266$85.5K<0.01%+4,183Timeline
SNPEDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,555 shares; 2025Q2: 1,424 shares; 2025Q3: 1,424 shares 1,424$85.5K<0.01%0Timeline
PJIOPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 408 shares; 2025Q1: 1,871 shares; 2025Q2: 1,739 shares; 2025Q3: 1,331 shares 1,331$85.3K<0.01%-408Timeline
LADLITHIA MTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22 shares; 2025Q1: 21 shares; 2025Q2: 11 shares; 2025Q3: 268 shares 268$84.7K<0.01%+257Timeline
BYBYLINE BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,408 shares; 2025Q3: 3,051 shares 3,051$84.6K<0.01%+643Timeline
PBFPBF ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,055 shares; 2025Q1: 2,087 shares; 2025Q2: 2,609 shares; 2025Q3: 2,804 shares 2,804$84.6K<0.01%+195Timeline
JHPIJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,906 shares; 2025Q1: 4,737 shares; 2025Q2: 3,758 shares; 2025Q3: 3,649 shares 3,649$84.6K<0.01%-109Timeline
UMARINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,166 shares; 2025Q3: 2,166 shares 2,166$84.5K<0.01%0Timeline
TDSTELEPHONE & DATA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,707 shares; 2025Q1: 2,177 shares; 2025Q2: 1,904 shares; 2025Q3: 2,150 shares 2,150$84.4K<0.01%+246Timeline
NANCTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,644 shares; 2025Q1: 1,810 shares; 2025Q2: 1,810 shares; 2025Q3: 1,884 shares 1,884$84.4K<0.01%+74Timeline
HOGHARLEY DAVIDSON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,320 shares; 2025Q1: 3,073 shares; 2025Q2: 3,011 shares; 2025Q3: 3,021 shares 3,021$84.3K<0.01%+10Timeline
IEXIDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 616 shares; 2025Q1: 597 shares; 2025Q2: 370 shares; 2025Q3: 517 shares 517$84.2K<0.01%+147Timeline
VPCETFIS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,916 shares; 2025Q1: 3,266 shares; 2025Q2: 3,266 shares; 2025Q3: 4,444 shares 4,444$84K<0.01%+1,178Timeline
WULFTERAWULF INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 316 shares; 2025Q2: 1,904 shares; 2025Q3: 7,336 shares 7,336$83.8K<0.01%+5,432Timeline
BKHBLACK HILLS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 522 shares; 2025Q1: 1,647 shares; 2025Q2: 1,546 shares; 2025Q3: 1,360 shares 1,360$83.8K<0.01%-186Timeline
AERAERCAP HOLDINGS NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 606 shares; 2025Q1: 558 shares; 2025Q2: 564 shares; 2025Q3: 692 shares 692$83.7K<0.01%+128Timeline
ABCLABCELLERA BIOLOGICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,893 shares; 2025Q1: 15,893 shares; 2025Q2: 15,893 shares; 2025Q3: 16,645 shares 16,645$83.7K<0.01%+752Timeline
VTWVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 38 shares; 2025Q2: 437 shares; 2025Q3: 536 shares 536$83.6K<0.01%+99Timeline
BURLBURLINGTON STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 135 shares; 2025Q1: 48 shares; 2025Q2: 222 shares; 2025Q3: 328 shares 328$83.5K<0.01%+106Timeline
JHGJANUS HENDERSON GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,261 shares; 2025Q1: 2,299 shares; 2025Q2: 2,160 shares; 2025Q3: 1,874 shares 1,874$83.4K<0.01%-286Timeline
IDHQINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,475 shares 2,475$83.3K<0.01%newTimeline
PCNPIMCO CORPORATE & INCM STRGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,212 shares; 2025Q1: 6,212 shares; 2025Q2: 6,212 shares; 2025Q3: 6,212 shares 6,212$83.1K<0.01%0Timeline
CMCANADIAN IMPERIAL BANK OF COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 597 shares; 2025Q1: 902 shares; 2025Q2: 957 shares; 2025Q3: 1,039 shares 1,039$83K<0.01%+82Timeline
DOCSDOXIMITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 154 shares; 2025Q1: 390 shares; 2025Q2: 383 shares; 2025Q3: 1,134 shares 1,134$83K<0.01%+751Timeline
STMSTMICROELECTRONICS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 777 shares; 2025Q1: 1,862 shares; 2025Q2: 2,015 shares; 2025Q3: 2,930 shares 2,930$82.8K<0.01%+915Timeline
SIISPROTT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: not reported; 2025Q3: 995 shares 995$82.7K<0.01%newTimeline
XETYXEATON VANCE TAX-MANAGED DIVEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,481 shares; 2025Q1: 5,044 shares; 2025Q2: 5,096 shares; 2025Q3: 5,184 shares 5,184$82.4K<0.01%+88Timeline
OCTWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,144 shares; 2025Q1: 2,144 shares; 2025Q2: 2,144 shares; 2025Q3: 2,144 shares 2,144$82.2K<0.01%0Timeline
MCHPPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,391 shares 1,391$82.1K<0.01%newTimeline
PLNTPLANET FITNESS MASTER ISSUERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 133 shares; 2025Q1: 520 shares; 2025Q2: 773 shares; 2025Q3: 791 shares 791$82.1K<0.01%+18Timeline
PFGCPERFORMANCE FOOD GROUP COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 164 shares; 2025Q1: 498 shares; 2025Q2: 467 shares; 2025Q3: 789 shares 789$82.1K<0.01%+322Timeline
GSLGLOBAL SHIP LEASE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 979 shares; 2025Q3: 2,673 shares 2,673$82.1K<0.01%+1,694Timeline
MUSTCOLUMBIA ETF TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 816 shares; 2025Q1: not reported; 2025Q2: 3,821 shares; 2025Q3: 3,993 shares 3,993$82K<0.01%+172Timeline
XMLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 309 shares; 2025Q1: 309 shares; 2025Q2: 338 shares; 2025Q3: 1,288 shares 1,288$81.9K<0.01%+950Timeline
EATBRINKER INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28 shares; 2025Q1: 189 shares; 2025Q2: 693 shares; 2025Q3: 645 shares 645$81.7K<0.01%-48Timeline
PCTYPAYLOCITY HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 118 shares; 2025Q1: 77 shares; 2025Q2: 765 shares; 2025Q3: 512 shares 512$81.5K<0.01%-253Timeline
PUMPPROPETRO HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,442 shares; 2025Q1: 15,442 shares; 2025Q2: 15,789 shares; 2025Q3: 15,534 shares 15,534$81.4K<0.01%-255Timeline
SRSPIRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 144 shares; 2025Q1: 113 shares; 2025Q2: 265 shares; 2025Q3: 997 shares 997$81.3K<0.01%+732Timeline
PCFIFUNDVANTAGE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,843 shares; 2025Q3: 3,334 shares 3,334$80.9K<0.01%+491Timeline
TRVITREVI THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 8,838 shares; 2025Q3: 8,838 shares 8,838$80.9K<0.01%0Timeline
CORTCORCEPT THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 169 shares; 2025Q1: 241 shares; 2025Q2: 910 shares; 2025Q3: 969 shares 969$80.5K<0.01%+59Timeline
BCRXBIOCRYST PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,462 shares; 2025Q2: 2,481 shares; 2025Q3: 10,590 shares 10,590$80.4K<0.01%+8,109Timeline
AMHAMERICAN HOMES 4 RENTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,740 shares; 2025Q1: 1,794 shares; 2025Q2: 1,787 shares; 2025Q3: 2,407 shares 2,407$80K<0.01%+620Timeline
CRCRANE COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32 shares; 2025Q1: 120 shares; 2025Q2: 132 shares; 2025Q3: 434 shares 434$79.9K<0.01%+302Timeline
PFLTPENNANTPARK FLOATING RATE CAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40 shares; 2025Q1: 1,516 shares; 2025Q2: 1,594 shares; 2025Q3: 8,968 shares 8,968$79.7K<0.01%+7,374Timeline
MINNTRUST FOR PROFESSIONAL MANAGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,576 shares; 2025Q1: 3,576 shares; 2025Q2: 3,576 shares; 2025Q3: 3,576 shares 3,576$79.6K<0.01%0Timeline
HSTHOST HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,381 shares; 2025Q1: 4,287 shares; 2025Q2: 2,735 shares; 2025Q3: 4,636 shares 4,636$78.9K<0.01%+1,901Timeline
GEFGREIF INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 99 shares; 2025Q1: 106 shares; 2025Q2: 913 shares; 2025Q3: 1,320 shares 1,320$78.9K<0.01%+407Timeline
FEOERBB FUND TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,710 shares 1,710$78.9K<0.01%newTimeline
EQXEQUINOX GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,000 shares; 2025Q3: 7,000 shares 7,000$78.5K<0.01%-5,000Timeline
PBFSPIONEER BANCORP INC MDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares 6,000$78.4K<0.01%0Timeline
GBDCGOLUB CAP BDC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,721 shares 5,721$78.3K<0.01%newTimeline
GBCIGLACIER BANCORP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 397 shares; 2025Q1: 1,398 shares; 2025Q2: 1,336 shares; 2025Q3: 1,609 shares 1,609$78.3K<0.01%+273Timeline
SFSTIFEL FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 333 shares; 2025Q1: 1,169 shares; 2025Q2: 415 shares; 2025Q3: 689 shares 689$78.2K<0.01%+274Timeline
SLFSUN LIFE FINANCIAL INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 406 shares; 2025Q1: 282 shares; 2025Q2: 1,116 shares; 2025Q3: 1,302 shares 1,302$78.1K<0.01%+186Timeline
PFSPROVIDENT FINL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42 shares; 2025Q1: 261 shares; 2025Q2: 3 shares; 2025Q3: 4,047 shares 4,047$78K<0.01%+4,044Timeline
IVTINVENTRUST PPTYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 272 shares; 2025Q1: 702 shares; 2025Q2: 661 shares; 2025Q3: 2,726 shares 2,726$78K<0.01%+2,065Timeline
CWISPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20 shares; 2025Q1: 2,773 shares; 2025Q2: 2,234 shares; 2025Q3: 2,234 shares 2,234$78K<0.01%0Timeline
UCBUNITED CMNTY BKS BLAIRSVLE GQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,480 shares; 2025Q1: 2,481 shares; 2025Q2: 2,437 shares; 2025Q3: 2,485 shares 2,485$77.9K<0.01%+48Timeline
VOYGVOYAGER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,610 shares 2,610$77.7K<0.01%newTimeline
VNTVONTIER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,273 shares; 2025Q1: 1,824 shares; 2025Q2: 1,510 shares; 2025Q3: 1,850 shares 1,850$77.6K<0.01%+340Timeline
EWHISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares 3,600$77.6K<0.01%0Timeline
CERYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 809 shares; 2025Q2: 652 shares; 2025Q3: 2,705 shares 2,705$77.5K<0.01%+2,053Timeline
GSEPFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 726 shares; 2025Q2: 644 shares; 2025Q3: 2,034 shares 2,034$77.5K<0.01%+1,390Timeline
DGREWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 276 shares; 2025Q2: 278 shares; 2025Q3: 2,698 shares 2,698$77.4K<0.01%+2,420Timeline
REALTHE REALREAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,500 shares; 2025Q3: 7,275 shares 7,275$77.3K<0.01%-5,225Timeline
MNDYMONDAY COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 159 shares; 2025Q1: 211 shares; 2025Q2: 369 shares; 2025Q3: 398 shares 398$77.1K<0.01%+29Timeline
BF-ABROWN FORMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,783 shares; 2025Q1: 2,870 shares; 2025Q2: 2,840 shares; 2025Q3: 2,863 shares 2,863$77K<0.01%+23Timeline
FSMFORTUNA MNG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,463 shares; 2025Q3: 8,589 shares 8,589$77K<0.01%+2,126Timeline
MCHMATTHEWS ASIA FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,520 shares; 2025Q1: 3,520 shares; 2025Q2: 2,160 shares; 2025Q3: 2,540 shares 2,540$76.9K<0.01%+380Timeline
ITBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 163 shares; 2025Q1: 317 shares; 2025Q2: 522 shares; 2025Q3: 717 shares 717$76.9K<0.01%+195Timeline
SNVSYNOVUS FINANCIAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,443 shares; 2025Q1: 1,408 shares; 2025Q2: 1,425 shares; 2025Q3: 1,564 shares 1,564$76.8K<0.01%+139Timeline
BBTBEACON FINANCIAL CORP.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,023 shares; 2025Q1: 1,020 shares; 2025Q2: 1,010 shares; 2025Q3: 3,233 shares 3,233$76.7K<0.01%+2,223Timeline
XBMEXBLACKROCK HEALTH SCIENCES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,050 shares; 2025Q3: 2,050 shares 2,050$76.3K<0.01%0Timeline
DHTDHT HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 631 shares; 2025Q1: 712 shares; 2025Q2: 3,162 shares; 2025Q3: 6,377 shares 6,377$76.2K<0.01%+3,215Timeline
CARYANGEL OAK FUNDS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,265 shares; 2025Q1: 7,725 shares; 2025Q2: 3,592 shares; 2025Q3: 3,644 shares 3,644$76.2K<0.01%+52Timeline
SABASABA CAPITAL INCOME & OPPORTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,285 shares 8,285$75.6K<0.01%newTimeline
SCHISCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,931 shares; 2025Q1: 2,852 shares; 2025Q2: 2,772 shares; 2025Q3: 3,273 shares 3,273$75.5K<0.01%+501Timeline
GTGOODYEAR TIRE & RUBR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 215 shares; 2025Q1: 4,083 shares; 2025Q2: 10,100 shares; 2025Q3: 10,029 shares 10,029$75K<0.01%-71Timeline
ESABESAB CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38 shares; 2025Q1: 467 shares; 2025Q2: 417 shares; 2025Q3: 669 shares 669$74.8K<0.01%+252Timeline
CECOCECO ENVIRONMENTAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 145 shares; 2025Q1: 445 shares; 2025Q2: 1,445 shares; 2025Q3: 1,460 shares 1,460$74.8K<0.01%+15Timeline
SDIVGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,054 shares; 2025Q1: 3,001 shares; 2025Q2: 3,063 shares; 2025Q3: 3,117 shares 3,117$74.7K<0.01%+54Timeline
PVHPVH CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 248 shares; 2025Q1: 257 shares; 2025Q2: 390 shares; 2025Q3: 892 shares 892$74.7K<0.01%+502Timeline
DGIIDIGI INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 2,038 shares; 2025Q3: 2,049 shares 2,049$74.7K<0.01%+11Timeline
INEQCOLUMBIA ETF TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000$74.7K<0.01%0Timeline
CSQCALAMOS STRATEGIC TOTAL RETUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 307 shares; 2025Q1: 2,169 shares; 2025Q2: 3,869 shares; 2025Q3: 3,869 shares 3,869$74.6K<0.01%0Timeline
BYLDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 15,923 shares; 2025Q2: 3,291 shares; 2025Q3: 3,252 shares 3,252$74.5K<0.01%-39Timeline
IIPRINNOVATIVE INDL PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 786 shares; 2025Q1: 748 shares; 2025Q2: 783 shares; 2025Q3: 1,390 shares 1,390$74.5K<0.01%+607Timeline
UYGPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: 760 shares; 2025Q3: 750 shares 750$74.4K<0.01%-10Timeline
ENVXENOVIX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: 260 shares; 2025Q3: 7,466 shares 7,466$74.4K<0.01%+7,206Timeline
GPKGRAPHIC PACKAGING HLDG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,433 shares; 2025Q1: 15,124 shares; 2025Q2: 17,662 shares; 2025Q3: 3,799 shares 3,799$74.3K<0.01%-13,863Timeline
UTHRUNITED THERAPEUTICS CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 379 shares; 2025Q1: 456 shares; 2025Q2: 71 shares; 2025Q3: 177 shares 177$74.2K<0.01%+106Timeline
SHAKSHAKE SHACK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28 shares; 2025Q1: 291 shares; 2025Q2: 779 shares; 2025Q3: 791 shares 791$74K<0.01%+12Timeline
UHSUNIVERSAL HLTH SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 254 shares; 2025Q1: 288 shares; 2025Q2: 354 shares; 2025Q3: 362 shares 362$74K<0.01%+8Timeline
JVALJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 786 shares; 2025Q1: 786 shares; 2025Q2: 1,558 shares; 2025Q3: 1,558 shares 1,558$74K<0.01%0Timeline
AIAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 709 shares; 2025Q3: 781 shares 781$73.9K<0.01%+72Timeline
FYLDCAMBRIA ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,887 shares; 2025Q1: 2,252 shares; 2025Q2: 2,363 shares; 2025Q3: 2,368 shares 2,368$73.9K<0.01%+5Timeline
LEN-BLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 125 shares; 2025Q1: 523 shares; 2025Q2: 617 shares; 2025Q3: 615 shares 615$73.8K<0.01%-2Timeline
SBRASABRA HEALTH CARE REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 337 shares; 2025Q1: 364 shares; 2025Q2: 503 shares; 2025Q3: 3,952 shares 3,952$73.7K<0.01%+3,449Timeline
SWSMURFIT WESTROCK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,692 shares; 2025Q1: 5,038 shares; 2025Q2: 2,554 shares; 2025Q3: 1,729 shares 1,729$73.6K<0.01%-825Timeline
NTSXWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,395 shares; 2025Q2: 3,920 shares; 2025Q3: 1,364 shares 1,364$73.5K<0.01%-2,556Timeline
ZZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 838 shares; 2025Q1: 633 shares; 2025Q2: 792 shares; 2025Q3: 954 shares 954$73.5K<0.01%+162Timeline
JPINJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,319 shares; 2025Q1: 972 shares; 2025Q2: 912 shares; 2025Q3: 1,103 shares 1,103$73.5K<0.01%+191Timeline
INDYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 989 shares; 2025Q1: 966 shares; 2025Q2: 1,316 shares; 2025Q3: 1,440 shares 1,440$73.3K<0.01%+124Timeline
CGMMCAPITAL GROUP EQUITY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,582 shares 2,582$73.3K<0.01%newTimeline
JBGSJBG SMITH PPTYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 227 shares; 2025Q1: 2,617 shares; 2025Q2: 2,720 shares; 2025Q3: 3,289 shares 3,289$73.2K<0.01%+569Timeline
OXY/WSOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,774 shares; 2025Q1: 2,825 shares; 2025Q2: 2,814 shares; 2025Q3: 2,861 shares 2,861$73K<0.01%+47Timeline
RPRXROYALTY PHARMA PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 637 shares; 2025Q1: 668 shares; 2025Q2: 1,428 shares; 2025Q3: 2,060 shares 2,060$72.7K<0.01%+632Timeline
STNESTONECO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 599 shares; 2025Q1: 598 shares; 2025Q2: 2,598 shares; 2025Q3: 3,839 shares 3,839$72.6K<0.01%+1,241Timeline
XMCRXMFS CHARTER INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,228 shares; 2025Q2: 11,257 shares; 2025Q3: 11,287 shares 11,287$72.5K<0.01%+30Timeline
ALKTALKAMI TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 2,916 shares 2,916$72.4K<0.01%+2,900Timeline
NVRNVR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 10 shares; 2025Q3: 9 shares 9$72.3K<0.01%-1Timeline
CEFSEXCHANGE LISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,220 shares; 2025Q1: 2,321 shares; 2025Q2: 2,792 shares; 2025Q3: 3,174 shares 3,174$72.3K<0.01%+382Timeline
LMATLEMAITRE VASCULAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 985 shares; 2025Q1: 783 shares; 2025Q2: 795 shares; 2025Q3: 822 shares 822$71.9K<0.01%+27Timeline
PTONPELOTON INTERACTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,839 shares; 2025Q1: 2,697 shares; 2025Q2: 3,092 shares; 2025Q3: 7,986 shares 7,986$71.9K<0.01%+4,894Timeline
FULFULLER H B COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32 shares; 2025Q1: 1,220 shares; 2025Q2: 1,188 shares; 2025Q3: 1,212 shares 1,212$71.8K<0.01%+24Timeline
UEURBAN EDGE PPTYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,825 shares; 2025Q1: 10,218 shares; 2025Q2: 5,935 shares; 2025Q3: 3,509 shares 3,509$71.8K<0.01%-2,426Timeline
IFNABERDEEN INDIA FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,892 shares; 2025Q1: 4,660 shares; 2025Q2: 4,660 shares; 2025Q3: 4,896 shares 4,896$71.7K<0.01%+236Timeline
AURAURORA INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 540 shares; 2025Q1: 1,352 shares; 2025Q2: 7,616 shares; 2025Q3: 13,257 shares 13,257$71.5K<0.01%+5,641Timeline
EBMTEAGLE BANCORP MONT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 6,241 shares; 2025Q3: 4,137 shares 4,137$71.4K<0.01%-2,104Timeline
FOXAFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,700 shares; 2025Q1: 1,830 shares; 2025Q2: 1,368 shares; 2025Q3: 1,133 shares 1,133$71.4K<0.01%-235Timeline
CHGXEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,616 shares; 2025Q3: 2,616 shares 2,616$71.4K<0.01%0Timeline
AISTIDAL TRUST IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,031 shares 2,031$71.3K<0.01%newTimeline
AVYAVERY DENNISON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 409 shares; 2025Q1: 309 shares; 2025Q2: 343 shares; 2025Q3: 439 shares 439$71.2K<0.01%+96Timeline
BMIBADGER METER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 737 shares; 2025Q1: 459 shares; 2025Q2: 259 shares; 2025Q3: 398 shares 398$71.1K<0.01%+139Timeline
SOLID BIOSCIENCES INC COM N…SOLID BIOSCIENCES INC COM NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,497 shares 11,497$70.9K<0.01%new
FMDEFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: 46 shares; 2025Q3: 1,960 shares 1,960$70.9K<0.01%+1,914Timeline
ISHARES TRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,525 shares; 2025Q1: 1,525 shares; 2025Q2: 1,525 shares; 2025Q3: 3,045 shares 3,045$70.7K<0.01%+1,520
PSIINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,800 shares; 2025Q1: 180 shares; 2025Q2: 1,005 shares; 2025Q3: 1,005 shares 1,005$70.7K<0.01%0Timeline
EPREPR PPTYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 105 shares; 2025Q1: 175 shares; 2025Q2: 1,052 shares; 2025Q3: 1,216 shares 1,216$70.5K<0.01%+164Timeline
XSLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59 shares; 2025Q1: 1,521 shares; 2025Q2: 1,543 shares; 2025Q3: 1,523 shares 1,523$70.5K<0.01%-20Timeline
ECHOECHOSTAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12 shares; 2025Q1: 987 shares; 2025Q2: 133 shares; 2025Q3: 922 shares 922$70.4K<0.01%+789Timeline
FELVFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,459 shares; 2025Q1: 70 shares; 2025Q2: 2,625 shares; 2025Q3: 2,099 shares 2,099$70.4K<0.01%-526Timeline
CCKCROWN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 416 shares; 2025Q1: 529 shares; 2025Q2: 633 shares; 2025Q3: 728 shares 728$70.3K<0.01%+95Timeline
ETBEATON VANCE TAX MNGED BUY WRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,210 shares; 2025Q3: 4,674 shares 4,674$70.1K<0.01%+2,464Timeline
DFCADIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,404 shares; 2025Q1: 1,404 shares; 2025Q2: 1,404 shares; 2025Q3: 1,404 shares 1,404$70K<0.01%0Timeline
LSTRLANDSTAR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,318 shares; 2025Q1: 1,884 shares; 2025Q2: 1,380 shares; 2025Q3: 569 shares 569$69.7K<0.01%-811Timeline
BXMXNUVEEN S&P 500 BUY-WRITE INCOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 750 shares; 2025Q2: 3,600 shares; 2025Q3: 4,826 shares 4,826$69.7K<0.01%+1,226Timeline
APAMARTISAN PARTNERS ASSET MGMTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,058 shares; 2025Q1: 1,033 shares; 2025Q2: 1,282 shares; 2025Q3: 1,598 shares 1,598$69.4K<0.01%+316Timeline
GTOINVESCO ACTIVELY MANAGED EXCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,077 shares; 2025Q1: 5,077 shares; 2025Q2: 5,760 shares; 2025Q3: 1,458 shares 1,458$69.3K<0.01%-4,302Timeline
AMTMAMENTUM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,472 shares; 2025Q1: 2,954 shares; 2025Q2: 2,848 shares; 2025Q3: 2,892 shares 2,892$69.3K<0.01%+44Timeline
SEESEALED AIR CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,395 shares; 2025Q1: 1,112 shares; 2025Q2: 1,219 shares; 2025Q3: 1,956 shares 1,956$69.1K<0.01%+737Timeline
CHWCALAMOS GBL DYN INCOME FUNDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,700 shares; 2025Q1: 10,209 shares; 2025Q2: 9,159 shares; 2025Q3: 9,159 shares 9,159$69.1K<0.01%0Timeline
FSEAFIRST SEACOAST BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares 6,000$69K<0.01%0Timeline
IQIINVESCO QUALITY MUN INCOME TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,000 shares 7,000$69K<0.01%newTimeline
GAMGENERAL AMERN INVS CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares 1,100$68.4K<0.01%0Timeline
ETJEATON VANCE RISK-MANAGED DIVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,590 shares; 2025Q3: 7,590 shares 7,590$68.2K<0.01%0Timeline
PSCEINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,600 shares 1,600$68.2K<0.01%newTimeline
EWTISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 946 shares; 2025Q1: 850 shares; 2025Q2: 852 shares; 2025Q3: 1,071 shares 1,071$68.1K<0.01%+219Timeline
BOOTBOOT BARN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 521 shares; 2025Q1: 396 shares; 2025Q2: 393 shares; 2025Q3: 411 shares 411$68.1K<0.01%+18Timeline
TXNMTXNM ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 357 shares; 2025Q1: 1,167 shares; 2025Q2: 1,159 shares; 2025Q3: 1,193 shares 1,193$67.5K<0.01%+34Timeline
FETHFIDELITY ETHEREUM FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,552 shares; 2025Q1: 2,925 shares; 2025Q2: 1,000 shares; 2025Q3: 1,620 shares 1,620$67.3K<0.01%+620Timeline
LTBRLIGHTBRIDGE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,160 shares 3,160$67K<0.01%newTimeline
PDMPIEDMONT REALTY TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,434 shares; 2025Q1: 4,471 shares; 2025Q2: 4,145 shares; 2025Q3: 7,444 shares 7,444$67K<0.01%+3,299Timeline
GUNRFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,573 shares; 2025Q1: 1,527 shares; 2025Q2: 1,491 shares; 2025Q3: 1,526 shares 1,526$66.8K<0.01%+35Timeline
CPTLGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,135 shares; 2025Q1: 1,139 shares; 2025Q2: 1,539 shares; 2025Q3: 1,543 shares 1,543$66.6K<0.01%+4Timeline
FTSFORTIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 286 shares; 2025Q1: 1,106 shares; 2025Q2: 1,291 shares; 2025Q3: 1,312 shares 1,312$66.6K<0.01%+21Timeline
PFFAETFIS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,023 shares; 2025Q1: 1,046 shares; 2025Q2: 2 shares; 2025Q3: 3,062 shares 3,062$66.5K<0.01%+3,060Timeline
GRBKGREEN BRICK PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 93 shares; 2025Q1: 341 shares; 2025Q2: 299 shares; 2025Q3: 900 shares 900$66.5K<0.01%+601Timeline
MMUWESTERN ASSET MANAGED MUNS FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,079 shares; 2025Q2: 6,404 shares; 2025Q3: 6,404 shares 6,404$66.2K<0.01%0Timeline
NSSCNAPCO SEC TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,830 shares; 2025Q1: 3,832 shares; 2025Q2: 1,793 shares; 2025Q3: 1,541 shares 1,541$66.2K<0.01%-252Timeline
NWSANEWS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,248 shares; 2025Q1: 2,250 shares; 2025Q2: 2,525 shares; 2025Q3: 2,150 shares 2,150$66K<0.01%-375Timeline
FPEIFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,503 shares; 2025Q1: 3,410 shares; 2025Q2: 3,410 shares; 2025Q3: 3,410 shares 3,410$65.9K<0.01%0Timeline
ISRAVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 1,020 shares; 2025Q3: 1,207 shares 1,207$65.9K<0.01%+187Timeline
PSNLPERSONALIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,069 shares 10,069$65.7K<0.01%newTimeline
LUMNLUMEN TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,959 shares; 2025Q1: 2,563 shares; 2025Q2: 5,954 shares; 2025Q3: 10,716 shares 10,716$65.6K<0.01%+4,762Timeline
EXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 370 shares; 2025Q2: 507 shares; 2025Q3: 379 shares 379$65.5K<0.01%-128Timeline
AOMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,172 shares; 2025Q1: 1,046 shares; 2025Q2: 1,937 shares; 2025Q3: 1,376 shares 1,376$65.5K<0.01%-561Timeline
FULCFULCRUM THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,021 shares; 2025Q2: 3,415 shares; 2025Q3: 7,112 shares 7,112$65.4K<0.01%+3,697Timeline
AFSMFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000$65.4K<0.01%0Timeline
FCVTFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 29 shares; 2025Q2: 1,529 shares; 2025Q3: 1,529 shares 1,529$65.4K<0.01%0Timeline
JACKJACK IN THE BOX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,307 shares 3,307$65.4K<0.01%newTimeline
EQWLINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 570 shares; 2025Q2: 570 shares; 2025Q3: 570 shares 570$65.4K<0.01%0Timeline
SKYCHAMPION HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,299 shares; 2025Q1: 1,172 shares; 2025Q2: 987 shares; 2025Q3: 855 shares 855$65.3K<0.01%-132Timeline
DFIIFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,700 shares 2,700$65.1K<0.01%newTimeline
LOGILOGITECH INTL S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 502 shares; 2025Q1: 940 shares; 2025Q2: 539 shares; 2025Q3: 593 shares 593$65K<0.01%+54Timeline
WESWESTERN MIDSTREAM PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,935 shares; 2025Q1: 1,623 shares; 2025Q2: 1,640 shares; 2025Q3: 1,653 shares 1,653$64.9K<0.01%+13Timeline
HYXFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 68 shares; 2025Q2: 30 shares; 2025Q3: 1,367 shares 1,367$64.9K<0.01%+1,337Timeline
ILCVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,489 shares; 2025Q2: 656 shares; 2025Q3: 720 shares 720$64.8K<0.01%+64Timeline
MFSGMFS ACTIVE EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares 2,300$64.7K<0.01%0Timeline
IAKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 553 shares; 2025Q3: 481 shares 481$64.5K<0.01%-72Timeline
LVSLAS VEGAS SANDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 643 shares; 2025Q1: 1,499 shares; 2025Q2: 765 shares; 2025Q3: 1,198 shares 1,198$64.5K<0.01%+433Timeline
AESAES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,641 shares; 2025Q1: 3,986 shares; 2025Q2: 4,414 shares; 2025Q3: 4,887 shares 4,887$64.3K<0.01%+473Timeline
CTBICOMMUNITY TR BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 758 shares; 2025Q3: 1,148 shares 1,148$64.2K<0.01%+390Timeline
REVGREV GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,948 shares; 2025Q1: 1,016 shares; 2025Q2: 950 shares; 2025Q3: 1,131 shares 1,131$64.1K<0.01%+181Timeline
DORMDORMAN PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 275 shares; 2025Q1: 220 shares; 2025Q2: 178 shares; 2025Q3: 411 shares 411$64.1K<0.01%+233Timeline
OLNOLIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 932 shares; 2025Q1: 2,645 shares; 2025Q2: 2,732 shares; 2025Q3: 2,557 shares 2,557$63.9K<0.01%-175Timeline
ARLPALLIANCE RESOURCE PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 230 shares; 2025Q1: 969 shares; 2025Q2: 2,506 shares; 2025Q3: 2,506 shares 2,506$63.4K<0.01%0Timeline
MTARCELORMITTAL SA LUXEMBOURGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 93 shares; 2025Q1: 468 shares; 2025Q2: 356 shares; 2025Q3: 1,752 shares 1,752$63.3K<0.01%+1,396Timeline
HYHGPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,646 shares; 2025Q1: 1,646 shares; 2025Q2: 852 shares; 2025Q3: 968 shares 968$63.1K<0.01%+116Timeline
TMDXTRANSMEDICS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 250 shares; 2025Q1: 198 shares; 2025Q2: 281 shares; 2025Q3: 562 shares 562$63.1K<0.01%+281Timeline
UOCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,640 shares 1,640$63K<0.01%newTimeline
SDRLSEADRILL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12 shares; 2025Q1: 1,300 shares; 2025Q2: 1,743 shares; 2025Q3: 2,086 shares 2,086$63K<0.01%+343Timeline
MEMMATTHEWS ASIA FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,100 shares; 2025Q1: 3,100 shares; 2025Q2: 3,203 shares; 2025Q3: 1,728 shares 1,728$62.6K<0.01%-1,475Timeline
GRABGRAB HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 429 shares; 2025Q1: 429 shares; 2025Q2: 429 shares; 2025Q3: 10,383 shares 10,383$62.5K<0.01%+9,954Timeline
USSGDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 763 shares; 2025Q3: 1,017 shares 1,017$62.4K<0.01%+254Timeline
SKMSK TELECOM CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 767 shares; 2025Q1: 89 shares; 2025Q2: 1,674 shares; 2025Q3: 2,883 shares 2,883$62.3K<0.01%+1,209Timeline
VCLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 149 shares; 2025Q2: 1,070 shares; 2025Q3: 800 shares 800$62.1K<0.01%-270Timeline
MISLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,498 shares; 2025Q2: 1,498 shares; 2025Q3: 1,498 shares 1,498$62.1K<0.01%0Timeline
LBRTLIBERTY ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,810 shares; 2025Q1: 6,568 shares; 2025Q2: 5,969 shares; 2025Q3: 5,030 shares 5,030$62.1K<0.01%-939Timeline
BOXBOX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,579 shares; 2025Q1: 3,709 shares; 2025Q2: 1,767 shares; 2025Q3: 1,923 shares 1,923$62.1K<0.01%+156Timeline
OSISOSI SYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 262 shares; 2025Q1: 126 shares; 2025Q2: 1,643 shares; 2025Q3: 248 shares 248$61.8K<0.01%-1,395Timeline
JHMLJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 339 shares; 2025Q1: 2,242 shares; 2025Q2: 179 shares; 2025Q3: 788 shares 788$61.7K<0.01%+609Timeline
EMQQEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,327 shares; 2025Q1: 1,334 shares; 2025Q2: 1,330 shares; 2025Q3: 1,329 shares 1,329$61.7K<0.01%-1Timeline
BILIBILIBILI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 762 shares; 2025Q1: 839 shares; 2025Q2: 669 shares; 2025Q3: 2,187 shares 2,187$61.4K<0.01%+1,518Timeline
CYTKCYTOKINETICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,015 shares; 2025Q1: 878 shares; 2025Q2: 662 shares; 2025Q3: 1,115 shares 1,115$61.3K<0.01%+453Timeline
SVOLSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,470 shares; 2025Q1: 25,947 shares; 2025Q2: 2,244 shares; 2025Q3: 3,399 shares 3,399$61.2K<0.01%+1,155Timeline
ONCBEONE MEDICINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84 shares; 2025Q1: 96 shares; 2025Q2: 160 shares; 2025Q3: 179 shares 179$61K<0.01%+19Timeline
XPOXPO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 250 shares; 2025Q1: 261 shares; 2025Q2: 426 shares; 2025Q3: 471 shares 471$60.9K<0.01%+45Timeline
GMFSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 440 shares; 2025Q2: 447 shares; 2025Q3: 438 shares 438$60.9K<0.01%-9Timeline
RESRPC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,160 shares; 2025Q1: 12,594 shares; 2025Q2: 12,769 shares; 2025Q3: 12,783 shares 12,783$60.8K<0.01%+14Timeline
VRNSVARONIS SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 91 shares; 2025Q3: 1,058 shares 1,058$60.8K<0.01%+967Timeline
VIRTVIRTU FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 160 shares; 2025Q1: 254 shares; 2025Q2: 1,297 shares; 2025Q3: 1,712 shares 1,712$60.8K<0.01%+415Timeline
CORZCORE SCIENTIFIC INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,811 shares; 2025Q3: 3,382 shares 3,382$60.7K<0.01%-429Timeline
BTCWWISDOMTREE BITCOIN FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 515 shares; 2025Q1: 509 shares; 2025Q2: 509 shares; 2025Q3: 500 shares 500$60.6K<0.01%-9Timeline
IDAIDACORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43 shares; 2025Q1: 421 shares; 2025Q2: 176 shares; 2025Q3: 458 shares 458$60.5K<0.01%+282Timeline
EZPWEZCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 21 shares; 2025Q3: 3,175 shares 3,175$60.5K<0.01%+3,154Timeline
NWNNORTHWEST NAT HLDG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 388 shares; 2025Q1: 515 shares; 2025Q2: 687 shares; 2025Q3: 1,344 shares 1,344$60.4K<0.01%+657Timeline
DLBDOLBY LABORATORIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 219 shares; 2025Q1: 743 shares; 2025Q2: 715 shares; 2025Q3: 830 shares 830$60.1K<0.01%+115Timeline
SDVDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,750 shares 2,750$59.5K<0.01%newTimeline
SONOSONOS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 251 shares; 2025Q1: 1,151 shares; 2025Q2: 3,714 shares; 2025Q3: 3,759 shares 3,759$59.4K<0.01%+45Timeline
TEITEMPLETON EMERGING MKTS INCOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,620 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,550 shares 9,550$59.2K<0.01%newTimeline
EUADSPINNAKER ETF SERIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 688 shares; 2025Q2: 688 shares; 2025Q3: 1,258 shares 1,258$59.1K<0.01%+570Timeline
LCIDLUCID GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,481 shares 2,481$59K<0.01%newTimeline
BIPCBROOKFIELD INFRASTRUCTURE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52 shares; 2025Q1: 53 shares; 2025Q2: 746 shares; 2025Q3: 1,434 shares 1,434$59K<0.01%+688Timeline
NXDRNEXTDOOR HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,000 shares; 2025Q3: 28,000 shares 28,000$58.5K<0.01%0Timeline
LKQLKQ CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,991 shares; 2025Q1: 3,869 shares; 2025Q2: 2,712 shares; 2025Q3: 1,916 shares 1,916$58.5K<0.01%-796Timeline
RYLGGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,417 shares; 2025Q1: 5,878 shares; 2025Q2: 6,130 shares; 2025Q3: 2,590 shares 2,590$58.4K<0.01%-3,540Timeline
BEPCBROOKFIELD RENEWABLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 453 shares; 2025Q1: 498 shares; 2025Q2: 605 shares; 2025Q3: 1,696 shares 1,696$58.4K<0.01%+1,091Timeline
SEBSEABOARD CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares 16$58.4K<0.01%0Timeline
JANUS DETROIT STR TRJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,860 shares; 2025Q1: 1,860 shares; 2025Q2: 1,862 shares; 2025Q3: 1,863 shares 1,863$58.2K<0.01%+1
ADCAGREE RLTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,206 shares; 2025Q1: 75 shares; 2025Q2: 381 shares; 2025Q3: 818 shares 818$58.1K<0.01%+437Timeline
WFWOORI FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48 shares; 2025Q1: 70 shares; 2025Q2: 949 shares; 2025Q3: 1,034 shares 1,034$58.1K<0.01%+85Timeline
PIIPOLARIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,190 shares; 2025Q1: 663 shares; 2025Q2: 760 shares; 2025Q3: 998 shares 998$58K<0.01%+238Timeline
MESOMESOBLAST LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,590 shares 3,590$57.8K<0.01%newTimeline
ORLAORLA MNG LTD NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 156 shares; 2025Q2: not reported; 2025Q3: 5,352 shares 5,352$57.8K<0.01%newTimeline
CHICALAMOS CONV OPPORTUNITIES &Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,340 shares 5,340$57.6K<0.01%newTimeline
LAZLAZARD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 471 shares; 2025Q1: 1,244 shares; 2025Q2: 1,169 shares; 2025Q3: 1,091 shares 1,091$57.6K<0.01%-78Timeline
NWENORTHWESTERN ENERGY GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 331 shares; 2025Q1: 845 shares; 2025Q2: 499 shares; 2025Q3: 982 shares 982$57.6K<0.01%+483Timeline
XYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,465 shares 1,465$57.5K<0.01%newTimeline
EISISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 470 shares; 2025Q1: 470 shares; 2025Q2: 470 shares; 2025Q3: 572 shares 572$57.4K<0.01%+102Timeline
IHGINTERCONTINENTAL HOTELS GROUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 251 shares; 2025Q1: 196 shares; 2025Q2: 200 shares; 2025Q3: 473 shares 473$57.4K<0.01%+273Timeline
FMHIFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,024 shares; 2025Q1: 1,945 shares; 2025Q2: 995 shares; 2025Q3: 1,207 shares 1,207$57.3K<0.01%+212Timeline
CROXCROCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 602 shares; 2025Q1: 3,719 shares; 2025Q2: 1,885 shares; 2025Q3: 686 shares 686$57.3K<0.01%-1,199Timeline
SMOGVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares 450$57.2K<0.01%0Timeline
SBFGSB FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34 shares; 2025Q3: 2,956 shares 2,956$57K<0.01%+2,922Timeline
SNWVSANUWAVE HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,517 shares 1,517$56.9K<0.01%newTimeline
PBHPRESTIGE CONSMR HEALTHCARE IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 911 shares; 2025Q1: 726 shares; 2025Q2: 8,496 shares; 2025Q3: 902 shares 902$56.3K<0.01%-7,594Timeline
GNKGENCO SHIPPING & TRADING LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,147 shares; 2025Q1: 812 shares; 2025Q2: 3,275 shares; 2025Q3: 3,150 shares 3,150$56.1K<0.01%-125Timeline
WLDNWILLDAN GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,056 shares; 2025Q1: 576 shares; 2025Q2: 576 shares; 2025Q3: 576 shares 576$55.7K<0.01%0Timeline
PZZAPAPA JOHNS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 336 shares; 2025Q2: 947 shares; 2025Q3: 1,157 shares 1,157$55.7K<0.01%+210Timeline
DXIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 900 shares 900$55.4K<0.01%newTimeline
SNFCASECURITY NATL FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,078 shares; 2025Q1: 6,078 shares; 2025Q2: 6,078 shares; 2025Q3: 6,382 shares 6,382$55.3K<0.01%+304Timeline
JIGJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 193 shares; 2025Q3: 734 shares 734$55.3K<0.01%+541Timeline
SWANAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,569 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,718 shares 1,718$55.3K<0.01%+318Timeline
IBPINSTALLED BLDG PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 198 shares; 2025Q1: 199 shares; 2025Q2: 170 shares; 2025Q3: 224 shares 224$55.3K<0.01%+54Timeline
CNMCORE & MAIN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 444 shares; 2025Q1: 425 shares; 2025Q2: 492 shares; 2025Q3: 1,026 shares 1,026$55.2K<0.01%+534Timeline
CIONCION INVT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,826 shares; 2025Q1: 5,826 shares; 2025Q2: 5,826 shares; 2025Q3: 5,826 shares 5,826$55.2K<0.01%0Timeline
HEROGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: not reported; 2025Q3: 1,627 shares 1,627$55.1K<0.01%newTimeline
RSIRUSH STREET INTERACTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,842 shares; 2025Q3: 2,687 shares 2,687$55K<0.01%-155Timeline
BSYBENTLEY SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,433 shares; 2025Q1: 957 shares; 2025Q2: 934 shares; 2025Q3: 1,066 shares 1,066$54.9K<0.01%+132Timeline
PCHPOTLATCHDELTIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,362 shares; 2025Q1: 1,362 shares; 2025Q2: 1,228 shares; 2025Q3: 1,345 shares 1,345$54.8K<0.01%+117Timeline
FMAOFARMERS & MERCHANTS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 966 shares; 2025Q3: 2,185 shares 2,185$54.6K<0.01%+1,219Timeline
AHLTAMERICAN BEACON SELECT FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,594 shares; 2025Q1: 2,594 shares; 2025Q2: 2,241 shares; 2025Q3: 2,241 shares 2,241$54.5K<0.01%0Timeline
EPIWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 746 shares; 2025Q1: 555 shares; 2025Q2: 555 shares; 2025Q3: 1,225 shares 1,225$54.1K<0.01%+670Timeline
LOCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,272 shares; 2025Q3: 2,272 shares 2,272$54.1K<0.01%0Timeline
CSBVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,016 shares; 2025Q1: 2,016 shares; 2025Q2: 2,016 shares; 2025Q3: 914 shares 914$54.1K<0.01%-1,102Timeline
GLADGLADSTONE CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,913 shares; 2025Q1: 3,409 shares; 2025Q2: 2,501 shares; 2025Q3: 2,470 shares 2,470$54K<0.01%-31Timeline
MRVIMARAVAI LIFESCIENCES HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,196 shares; 2025Q1: 122 shares; 2025Q2: 7,775 shares; 2025Q3: 18,757 shares 18,757$53.8K<0.01%+10,982Timeline
ASXASE TECHNOLOGY HLDG CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,254 shares; 2025Q1: 1,080 shares; 2025Q2: 2,746 shares; 2025Q3: 4,852 shares 4,852$53.8K<0.01%+2,106Timeline
DRVNDRIVEN BRANDS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 413 shares; 2025Q1: 308 shares; 2025Q2: 275 shares; 2025Q3: 3,338 shares 3,338$53.8K<0.01%+3,063Timeline
PNFPPINNACLE FINANCIAL PARTNERSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 180 shares; 2025Q1: 170 shares; 2025Q2: 141 shares; 2025Q3: 572 shares 572$53.6K<0.01%+431Timeline
IXORIX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 467 shares; 2025Q1: 1,563 shares; 2025Q2: 1,995 shares; 2025Q3: 2,052 shares 2,052$53.6K<0.01%+57Timeline
NENOBLE CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 625 shares; 2025Q1: 543 shares; 2025Q2: 1,644 shares; 2025Q3: 1,890 shares 1,890$53.5K<0.01%+246Timeline
EENI SPAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,004 shares; 2025Q1: 807 shares; 2025Q2: 829 shares; 2025Q3: 1,525 shares 1,525$53.3K<0.01%+696Timeline
VKTXVIKING THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 180 shares; 2025Q1: 304 shares; 2025Q2: 2,041 shares; 2025Q3: 2,027 shares 2,027$53.3K<0.01%-14Timeline
TGLSTECNOGLASS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 194 shares; 2025Q1: 192 shares; 2025Q2: 796 shares; 2025Q3: 796 shares 796$53.3K<0.01%0Timeline
QIAGEN N.V.QIAGEN N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 212 shares; 2025Q2: 1,061 shares; 2025Q3: 1,188 shares 1,188$53K<0.01%+127
APLDAPPLIED DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 854 shares; 2025Q2: 1,519 shares; 2025Q3: 2,306 shares 2,306$52.9K<0.01%+787Timeline
KNSAKINIKSA PHARMACEUTICALS INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 199 shares; 2025Q1: 199 shares; 2025Q2: 199 shares; 2025Q3: 1,358 shares 1,358$52.7K<0.01%+1,159Timeline
EMCRDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,807 shares; 2025Q2: 1,807 shares; 2025Q3: 1,450 shares 1,450$52.6K<0.01%-357Timeline
BBNBLACKROCK TAX MUNICPAL BD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,771 shares; 2025Q1: 3,500 shares; 2025Q2: 3,317 shares; 2025Q3: 3,150 shares 3,150$52.3K<0.01%-167Timeline
PPTAPERPETUA RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,582 shares 2,582$52.2K<0.01%newTimeline
PEYINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,952 shares; 2025Q1: 3,742 shares; 2025Q2: 2,477 shares; 2025Q3: 2,477 shares 2,477$52.2K<0.01%0Timeline
WTAIWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,824 shares 1,824$52.1K<0.01%+24Timeline
GWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,775 shares; 2025Q1: 3,345 shares; 2025Q2: 1,016 shares; 2025Q3: 1,294 shares 1,294$52K<0.01%+278Timeline
ASBASSOCIATED BANC-CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,950 shares; 2025Q1: 4,072 shares; 2025Q2: 1,885 shares; 2025Q3: 2,022 shares 2,022$52K<0.01%+137Timeline
PSFCOHEN & STEERS SELECT PFD &Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,895 shares; 2025Q2: 2,501 shares; 2025Q3: 2,501 shares 2,501$52K<0.01%0Timeline
DJTTRUMP MEDIA & TECHNOLOGY GROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 162 shares; 2025Q1: 438 shares; 2025Q2: 373 shares; 2025Q3: 3,165 shares 3,165$52K<0.01%+2,792Timeline
GHTACOLLABORATIVE INVESTMNT SERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,674 shares 1,674$51.9K<0.01%newTimeline
NWSNEWS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,155 shares; 2025Q1: 1,159 shares; 2025Q2: 1,334 shares; 2025Q3: 1,500 shares 1,500$51.8K<0.01%+166Timeline
ICFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 841 shares; 2025Q1: 841 shares; 2025Q2: 841 shares; 2025Q3: 841 shares 841$51.8K<0.01%0Timeline
CCDCALAMOS DYNAMIC CONV & INCOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 435 shares; 2025Q1: 435 shares; 2025Q2: not reported; 2025Q3: 2,460 shares 2,460$51.8K<0.01%newTimeline
CTRECARETRUST REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,783 shares; 2025Q1: 1,487 shares; 2025Q2: 852 shares; 2025Q3: 1,492 shares 1,492$51.7K<0.01%+640Timeline
TSTENARIS S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 859 shares; 2025Q1: 1,660 shares; 2025Q2: 721 shares; 2025Q3: 1,446 shares 1,446$51.7K<0.01%+725Timeline
ADTADT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29 shares; 2025Q1: 43 shares; 2025Q2: 568 shares; 2025Q3: 5,930 shares 5,930$51.6K<0.01%+5,362Timeline
VIPSVIPSHOP HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 546 shares; 2025Q1: 825 shares; 2025Q2: 2,551 shares; 2025Q3: 2,628 shares 2,628$51.6K<0.01%+77Timeline
PXIINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,267 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares 1,100$51.6K<0.01%0Timeline
MOG-AMOOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 494 shares; 2025Q1: 126 shares; 2025Q2: 125 shares; 2025Q3: 248 shares 248$51.5K<0.01%+123Timeline
KFYKORN FERRYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,654 shares; 2025Q1: 1,752 shares; 2025Q2: 638 shares; 2025Q3: 734 shares 734$51.4K<0.01%+96Timeline
CCOICOGENT COMM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 210 shares; 2025Q1: 186 shares; 2025Q2: 740 shares; 2025Q3: 1,336 shares 1,336$51.2K<0.01%+596Timeline
EIPIFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,837 shares; 2025Q1: 3,837 shares; 2025Q2: 580 shares; 2025Q3: 2,580 shares 2,580$51.1K<0.01%+2,000Timeline
FSTAFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,006 shares; 2025Q1: 1,011 shares; 2025Q2: 426 shares; 2025Q3: 1,025 shares 1,025$51.1K<0.01%+599Timeline
TRUTRANSUNIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 486 shares; 2025Q1: 473 shares; 2025Q2: 492 shares; 2025Q3: 610 shares 610$51.1K<0.01%+118Timeline
SSDSIMPSON MFG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 700 shares; 2025Q1: 760 shares; 2025Q2: 262 shares; 2025Q3: 305 shares 305$51.1K<0.01%+43Timeline
VCRBVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 650 shares 650$51K<0.01%newTimeline
BIDUBAIDU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 595 shares; 2025Q1: 659 shares; 2025Q2: 312 shares; 2025Q3: 386 shares 386$50.9K<0.01%+74Timeline
APPFAPPFOLIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 10 shares; 2025Q2: 8 shares; 2025Q3: 184 shares 184$50.7K<0.01%+176Timeline
NEXTNEXTDECADE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 4,729 shares; 2025Q3: 7,460 shares 7,460$50.7K<0.01%+2,731Timeline
COMTISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,738 shares; 2025Q1: 2,718 shares; 2025Q2: 2,831 shares; 2025Q3: 1,883 shares 1,883$50.5K<0.01%-948Timeline
ONLNPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 831 shares 831$50.5K<0.01%newTimeline
REXRREXFORD INDL RLTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 94 shares; 2025Q1: 43 shares; 2025Q2: 448 shares; 2025Q3: 1,228 shares 1,228$50.5K<0.01%+780Timeline
OLEDUNIVERSAL DISPLAY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 310 shares; 2025Q1: 154 shares; 2025Q2: 276 shares; 2025Q3: 351 shares 351$50.5K<0.01%+75Timeline
RODMLATTICE STRATEGIES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 162 shares; 2025Q3: 1,420 shares 1,420$50.4K<0.01%+1,258Timeline
CHYMCHIME FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,500 shares 2,500$50.4K<0.01%newTimeline
HMYHARMONY GOLD MNG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 246 shares; 2025Q1: 1,064 shares; 2025Q2: 984 shares; 2025Q3: 2,773 shares 2,773$50.3K<0.01%+1,789Timeline
JPIBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,024 shares 1,024$50.2K<0.01%newTimeline
TFXTELEFLEX INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 173 shares; 2025Q2: 162 shares; 2025Q3: 408 shares 408$49.9K<0.01%+246Timeline
RDYDR REDDYS LABS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,547 shares; 2025Q1: 2,670 shares; 2025Q2: 1,124 shares; 2025Q3: 3,568 shares 3,568$49.9K<0.01%+2,444Timeline
FIGBFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,145 shares 1,145$49.8K<0.01%newTimeline
TIGOMILLICOM INTL CELLULAR S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 237 shares; 2025Q1: 237 shares; 2025Q2: 237 shares; 2025Q3: 1,025 shares 1,025$49.8K<0.01%+788Timeline
AGGHSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,349 shares; 2025Q2: not reported; 2025Q3: 2,396 shares 2,396$49.6K<0.01%newTimeline
WENWENDYS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 176 shares; 2025Q1: 2,133 shares; 2025Q2: 861 shares; 2025Q3: 5,400 shares 5,400$49.5K<0.01%+4,539Timeline
BLBDBLUE BIRD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 520 shares; 2025Q1: 651 shares; 2025Q2: 825 shares; 2025Q3: 859 shares 859$49.4K<0.01%+34Timeline
MERUS N VMERUS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 525 shares 525$49.4K<0.01%+520
CPRJCALAMOS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,866 shares 1,866$49.3K<0.01%newTimeline
GRALGRAIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 95 shares; 2025Q1: 94 shares; 2025Q2: 816 shares; 2025Q3: 833 shares 833$49.3K<0.01%+17Timeline
DSLDOUBLELINE INCOME SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 7,001 shares; 2025Q3: 4,000 shares 4,000$49.1K<0.01%-3,001Timeline
DIAXNUVEEN DOW 30SM DYNAMIC OVERWRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 3,278 shares 3,278$48.8K<0.01%+3,167Timeline
ASTRIA THERAPEUTICS INCASTRIA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,914 shares; 2025Q2: 5,471 shares; 2025Q3: 6,693 shares 6,693$48.7K<0.01%+1,222
KRBNKRANESHARES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares 1,500$48.6K<0.01%newTimeline
MXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 525 shares 525$48.5K<0.01%newTimeline
RVTYREVVITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 657 shares; 2025Q1: 796 shares; 2025Q2: 732 shares; 2025Q3: 553 shares 553$48.5K<0.01%-179Timeline
CLBCORE LABORATORIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,866 shares; 2025Q1: 23,866 shares; 2025Q2: 3,869 shares; 2025Q3: 3,912 shares 3,912$48.4K<0.01%+43Timeline
OPCHOPTION CARE HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 359 shares; 2025Q1: 1,920 shares; 2025Q2: 1,618 shares; 2025Q3: 1,739 shares 1,739$48.3K<0.01%+121Timeline
INDSPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 222 shares; 2025Q1: 43 shares; 2025Q2: 45 shares; 2025Q3: 1,292 shares 1,292$48.1K<0.01%+1,247Timeline
FRFIRST INDL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 672 shares; 2025Q1: 846 shares; 2025Q2: 751 shares; 2025Q3: 929 shares 929$47.8K<0.01%+178Timeline
MDGLMADRIGAL PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12 shares; 2025Q1: 111 shares; 2025Q2: 91 shares; 2025Q3: 104 shares 104$47.7K<0.01%+13Timeline
ACVVIRTUS DIVERSIFIED INCM & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,977 shares 1,977$47.6K<0.01%newTimeline
ORGOORGANOGENESIS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,588 shares; 2025Q3: 11,228 shares 11,228$47.4K<0.01%+1,640Timeline
XGDVXGABELLI DIVID & INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 276 shares; 2025Q1: 1,326 shares; 2025Q2: 1,831 shares; 2025Q3: 1,742 shares 1,742$47.2K<0.01%-89Timeline
DPGDUFF & PHELPS UTLITY AND INFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,547 shares; 2025Q2: 3,601 shares; 2025Q3: 3,652 shares 3,652$47.1K<0.01%+51Timeline
QQEWFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 64 shares; 2025Q2: 134 shares; 2025Q3: 334 shares 334$47.1K<0.01%+200Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,062 shares; 2025Q1: 492 shares; 2025Q2: 189 shares; 2025Q3: 451 shares 451$47.1K<0.01%+262Timeline
RLRALPH LAUREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 160 shares; 2025Q1: 1,736 shares; 2025Q2: 77 shares; 2025Q3: 150 shares 150$47.1K<0.01%+73Timeline
KROSKEROS THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,974 shares 2,974$47K<0.01%newTimeline
TPHTRI POINTE HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 143 shares; 2025Q1: 134 shares; 2025Q2: 340 shares; 2025Q3: 1,383 shares 1,383$47K<0.01%+1,043Timeline
SPRSPIRIT AEROSYSTEMS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 727 shares; 2025Q1: 695 shares; 2025Q2: 1,029 shares; 2025Q3: 1,216 shares 1,216$47K<0.01%+187Timeline
RIOTRIOT PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,002 shares; 2025Q1: 2,026 shares; 2025Q2: 2,202 shares; 2025Q3: 2,466 shares 2,466$46.9K<0.01%+264Timeline
PFDFLAHERTY & CRUMRINE PFD INCOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,900 shares 3,900$46.9K<0.01%newTimeline
DXYZDESTINY TECH100 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,200 shares 2,200$46.9K<0.01%newTimeline
DRDDRDGOLD LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 281 shares; 2025Q1: 772 shares; 2025Q2: 898 shares; 2025Q3: 1,690 shares 1,690$46.7K<0.01%+792Timeline
BBAGJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 455 shares; 2025Q1: 1,008 shares; 2025Q2: 998 shares; 2025Q3: 998 shares 998$46.6K<0.01%0Timeline
BBEUJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 459 shares; 2025Q1: 51 shares; 2025Q2: 661 shares; 2025Q3: 667 shares 667$46.4K<0.01%+6Timeline
CEMBISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,004 shares 1,004$46.4K<0.01%newTimeline
ICLRICON PUB LTD COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 483 shares; 2025Q1: 593 shares; 2025Q2: 305 shares; 2025Q3: 265 shares 265$46.4K<0.01%-40Timeline
PAGSPAGSEGURO DIGITAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,634 shares 4,634$46.3K<0.01%newTimeline
AVTRAVANTOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,197 shares; 2025Q1: 1,393 shares; 2025Q2: 1,363 shares; 2025Q3: 3,709 shares 3,709$46.3K<0.01%+2,346Timeline
EPOLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,436 shares 1,436$46.2K<0.01%newTimeline
PSCTINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 870 shares 870$46.2K<0.01%newTimeline
HCSGHEALTHCARE SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,715 shares; 2025Q1: 2,715 shares; 2025Q2: 2,715 shares; 2025Q3: 2,742 shares 2,742$46.1K<0.01%+27Timeline
TUTELUS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,350 shares; 2025Q1: 2,321 shares; 2025Q2: 2,167 shares; 2025Q3: 2,926 shares 2,926$46.1K<0.01%+759Timeline
AAPADVANCE AUTO PARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 136 shares; 2025Q1: 142 shares; 2025Q2: 252 shares; 2025Q3: 751 shares 751$46.1K<0.01%+499Timeline
PXHINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,607 shares; 2025Q1: 2 shares; 2025Q2: 504 shares; 2025Q3: 1,800 shares 1,800$45.8K<0.01%+1,296Timeline
NTNXNUTANIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 196 shares; 2025Q1: 352 shares; 2025Q2: 502 shares; 2025Q3: 615 shares 615$45.8K<0.01%+113Timeline
EWUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,090 shares 1,090$45.7K<0.01%newTimeline
LDEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 161 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 776 shares 776$45.7K<0.01%newTimeline
CGAUCENTERRA GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,701 shares; 2025Q3: 4,258 shares 4,258$45.7K<0.01%+557Timeline
LSCCLATTICE SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 497 shares; 2025Q1: 463 shares; 2025Q2: 879 shares; 2025Q3: 622 shares 622$45.6K<0.01%-257Timeline
HEHAWAIIAN ELEC INDS INC MTN BQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 89 shares; 2025Q1: 3,469 shares; 2025Q2: 3,000 shares; 2025Q3: 4,125 shares 4,125$45.5K<0.01%+1,125Timeline
MUSAMURPHY USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 96 shares; 2025Q1: 157 shares; 2025Q2: 117 shares; 2025Q3: 117 shares 117$45.5K<0.01%0Timeline
EXTREXTREME NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,011 shares; 2025Q1: 913 shares; 2025Q2: 1,187 shares; 2025Q3: 2,201 shares 2,201$45.5K<0.01%+1,014Timeline
DHCDIVERSIFIED HEALTHCARE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47 shares; 2025Q1: 3,774 shares; 2025Q2: 10,161 shares; 2025Q3: 10,270 shares 10,270$45.3K<0.01%+109Timeline
FFBC1ST FINL BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 112 shares; 2025Q1: 197 shares; 2025Q2: 63 shares; 2025Q3: 1,790 shares 1,790$45.2K<0.01%+1,727Timeline
FHIFEDERATED HERMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 249 shares; 2025Q1: 863 shares; 2025Q2: 440 shares; 2025Q3: 870 shares 870$45.2K<0.01%+430Timeline
CVECENOVUS ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,662 shares; 2025Q1: 2,010 shares; 2025Q2: 2,536 shares; 2025Q3: 2,658 shares 2,658$45.2K<0.01%+122Timeline
SFLSFL CORPORATION LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,288 shares; 2025Q1: 5,986 shares; 2025Q2: 5,986 shares; 2025Q3: 5,986 shares 5,986$45.1K<0.01%0Timeline
CFRCULLEN FROST BANKERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 168 shares; 2025Q1: 165 shares; 2025Q2: 173 shares; 2025Q3: 355 shares 355$45K<0.01%+182Timeline
JBHTHUNT J B TRANS SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 256 shares; 2025Q1: 228 shares; 2025Q2: 316 shares; 2025Q3: 335 shares 335$44.9K<0.01%+19Timeline
PSCIINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares 300$44.8K<0.01%newTimeline
EVUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,418 shares 1,418$44.6K<0.01%newTimeline
HDEFDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,153 shares; 2025Q1: 1,153 shares; 2025Q2: 1,153 shares; 2025Q3: 1,514 shares 1,514$44.5K<0.01%+361Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
STATE STR SPDR S&P 500 ETF TSTATE STR SPDR S&P 500 ETF T PUTput15,700$10.5M+4,700
STATE STR SPDR S&P 500 ETF TSTATE STR SPDR S&P 500 ETF T CALLcall1,700$1.13M0
MICROSOFT CORPMICROSOFT CORP PUTput1,700$876K+1,000
MICROSOFT CORPMICROSOFT CORP CALLcall500$258Knew
KROGER COKROGER CO PUTput3,600$243Knew
ENOVIX CORPORATIONENOVIX CORPORATION COMcall9,500$94.7Knew
ORACLE CORPORACLE CORP PUTput200$56.2Knew
DENISON MINES CORPDENISON MINES CORP CALLcall20,000$55Knew
INTUITIVE SURGICAL INCINTUITIVE SURGICAL INC CALLcall100$44.7Knew
ISHARES TRISHARES TR ETFput500$44.7Knew
NEXTDOOR HOLDINGS INCNEXTDOOR HOLDINGS INC COM CL Acall20,000$41.8Knew
UNITEDHEALTH GROUP INC COMUNITEDHEALTH GROUP INC COM Stockcall100$34.5Knew
QORVO INC COMQORVO INC COM Stockcall300$27.3Knew
ALPHABET INCALPHABET INC CALLcall100$24.4K0
ISHARES TRISHARES TR CALLcall200$23.8Knew
ISHARES ETHEREUM TRISHARES ETHEREUM TR CALLcall700$22.1Knew
BRIGHTHOUSE FINL INCBRIGHTHOUSE FINL INC COMcall300$15.9Knew
UP FINTECH HLDG LTDUP FINTECH HLDG LTD SPONSORED ADScall600$6.4Knew
REZOLVE AI PLCREZOLVE AI PLC CALLcall600$2.99Knew

Sold out in Q3 2025

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

The largest 100 of 162. All 162

SecurityShares beforeValue beforeType
ANSYS INCANSYS INC5,803$2.04Mshares
WELLS FARGO & COWELLS FARGO & CO20,000$1.6Mput
UGAUNITED STS GASOLINE FD LP17,005$1.02Mshares
SNOVFIRST TR EXCHNG TRADED FD VI24,900$575Kshares
CPSFCALAMOS ETF TR21,093$519Kshares
BLUEPRINT MEDICINES CORPBLUEPRINT MEDICINES CORP3,928$503Kshares
NETFLIX INC.NETFLIX INC.300$402Kcall
CPSRCALAMOS ETF TR13,816$336Kshares
HESS CORPHESS CORP1,317$183Kshares
WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INC12,245$141Kshares
DAXGLOBAL X FDS2,460$111Kshares
VIPER ENERGY INC-CL AVIPER ENERGY INC-CL A2,782$106Kshares
ROOKLINE BANCORP INC DELROOKLINE BANCORP INC DEL8,652$91.3Kshares
ONEVSPDR SERIES TRUST694$89.6Kshares
SPDSIMPLIFY EXCHANGE TRADED FUN2,184$83Kshares
NCDLNUVEEN CHURCHILL DIRECT LEND4,570$74Kshares
CFOVICTORY PORTFOLIOS II933$66.5Kshares
UAEISHARES TR3,500$65.5Kshares
FFTYINNOVATOR ETFS TRUST1,747$56.8Kshares
T-Rex 2X Long MSTR Daily Ta…T-Rex 2X Long MSTR Daily Target E…6,413$55.5Kshares
KAUGINNOVATOR ETFS TRUST2,000$49.7Kshares
GOLDEN OCEAN GROUP LTDGOLDEN OCEAN GROUP LTD6,492$47.5Kshares
DIVIFRANKLIN TEMPLETON ETF TR1,187$42.3Kshares
OXFORD LANE CAP CORPOXFORD LANE CAP CORP9,733$40.9Kshares
AMERICAN CENTY ETF TRAMERICAN CENTY ETF TR1,125$39.8Kshares
JUNIPER NETWORKS INCJUNIPER NETWORKS INC969$38.7Kshares
GMS INCGMS INC355$38.6Kshares
SHPROSHARES TR962$38.2Kshares
MBSANGEL OAK FUNDS TRUST4,086$35.3Kshares
AOHYANGEL OAK FUNDS TRUST3,147$35Kshares
GSBDGOLDMAN SACHS BDC INC3,000$33.8Kshares
CPERUNITED STS COMMODITY INDEX F1,000$31.6Kshares
LUFAX HOLDING LTDLUFAX HOLDING LTD11,263$31.4Kshares
UNITEDHEALTH GROUP INCUNITEDHEALTH GROUP INC100$31.2Kcall
SUREADVISORSHARES TR265$31.1Kshares
FXEINVESCO CURRENCYSHARES EURO276$30Kshares
VERVE THERAPEUTICS INCVERVE THERAPEUTICS INC2,477$27.8Kshares
PACKRANPAK HOLDINGS CORP7,708$27.5Kshares
SBIWESTERN ASSET INTER MUNI3,600$27.1Kshares
FXYINVESCO CURRENCYSHARES403$25.8Kshares
CHAMPIONX CORPORATIONCHAMPIONX CORPORATION893$22.2Kshares
PARAMOUNT GLOBALPARAMOUNT GLOBAL1,650$21.3Kshares
ACESALPS ETF TR800$20.6Kshares
UGLPROSHARES TR II564$19.5Kshares
E2OPEN PARENT HOLDINGS INCE2OPEN PARENT HOLDINGS INC5,929$19.2Kshares
WK KELLOGG COWK KELLOGG CO1,149$18.3Kshares
AZEK CO INCAZEK CO INC335$18.2Kshares
LOVELOVESAC CO984$17.9Kshares
TAILCAMBRIA ETF TR1,460$17.5Kshares
UAMYUNITED STATES ANTIMONY CORP7,574$16.5Kshares
LAKE SHORE BANCORP INCLAKE SHORE BANCORP INC1,000$15.8Kshares
YRDYIREN DIGITAL LTD2,581$15.2Kshares
DIGPROSHARES TR452$15Kshares
INTTINTEST CORP2,000$14.6Kshares
SKXSKECHERS U S A INC227$14.3Kshares
KXIISHARES TR196$12.8Kshares
SOUTHSTATE BANK CORPSOUTHSTATE BANK CORP132$12.1Kshares
SUMMIT THERAPEUTICS INC COMSUMMIT THERAPEUTICS INC COM560$11.9Kshares
XMYDXBLACKROCK MUNIYIELD FUND1,173$11.8Kshares
FARO TECHNOLOGIES INCFARO TECHNOLOGIES INC247$10.8Kshares
NV5 HOLDINGS, INCNV5 HOLDINGS, INC459$10.6Kshares
REDFIN CORPREDFIN CORP937$10.5Kshares
MAG SILVER CORPMAG SILVER CORP476$10.1Kshares
SEIVSEI EXCHANGE TRADED FUNDS280$9.99Kshares
USMCPRINCIPAL EXCHANGE TRADED FD158$9.87Kshares
ORICORIC PHARMACEUTICALS INC922$9.36Kshares
LUCID GROUP INCLUCID GROUP INC4,156$8.77Kshares
SMART GLOBAL HLDGS INCSMART GLOBAL HLDGS INC430$8.52Kshares
FPFDFIDELITY COVINGTON TRUST382$8.21Kshares
ARKXARK ETF TR337$8.14Kshares
FIIGFIRST TR EXCHANGE-TRADED FD368$7.72Kshares
DJDINVESCO EXCHANGE TRADED FD T136$7.25Kshares
James Hardie Industries PLCJames Hardie Industries PLC267$7.18Kshares
HPKHIGHPEAK ENERGY INC652$6.39Kshares
TCPCBLACKROCK TCP CAPITAL CORP799$6.15Kshares
AMEDISYS INCAMEDISYS INC59$5.8Kshares
RWXSPDR INDEX SHS FDS207$5.67Kshares
VREXVAREX IMAGING CORP628$5.45Kshares
REFICHICAGO ATLANTIC REAL ESTATE387$5.4Kshares
ENSTAR GROUP LIMITEDENSTAR GROUP LIMITED16$5.38Kshares
CHARGEPOINT HLDGS INCCHARGEPOINT HLDGS INC7,460$5.25Kshares
PACIFIC PREMIER BANCORP INCPACIFIC PREMIER BANCORP INC241$5.08Kshares
IVOOVANGUARD ADMIRAL FDS INC48$5.04Kshares
SEIQSEI EXCHANGE TRADED FUNDS131$4.87Kshares
ELDWISDOMTREE TR169$4.72Kshares
SCHNITZER STEEL INDUSTRIES …SCHNITZER STEEL INDUSTRIES INC147$4.36Kshares
SITIO ROYALTIES CORPSITIO ROYALTIES CORP234$4.3Kshares
FOOT LOCKER INCFOOT LOCKER INC172$4.21Kshares
CONTEXTLOGIC INCCONTEXTLOGIC INC604$4.11Kshares
GLOBAL BLUE GROUP HOLDING A…GLOBAL BLUE GROUP HOLDING AG ORD …550$4.11Kshares
ISHGISHARES TR50$3.83Kshares
SELVSEI EXCHANGE TRADED FUNDS119$3.73Kshares
XRTSPDR SERIES TRUST48$3.7Kshares
HYHYSTER-YALE INC88$3.5Kshares
QTRXQUANTERIX CORP519$3.45Kshares
FRNWFIDELITY COVINGTON TRUST187$2.92Kshares
ISHARES TRISHARES TR115$2.49Kshares
BRF SABRF SA672$2.45Kshares
GTEGRAN TIERRA ENERGY INC469$2.24Kshares
CEVEATON VANCE CALIF MUN INCOM221$2.14Kshares

How Q3 2025 was built

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

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001992825-25-000010 base2025-10-14acceptance time not in the bulk data set