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Global Retirement Partners, LLC

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13F filer, CIK 1749744, San Rafael, CA

Global Retirement Partners, LLC reported $4,467,049,091 across 3,880 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-21. Its ten largest share positions make up 22.59% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001580642-25-006659

Period
2025-09-30
Reported value
$4.47B
Holdings
3,880
Top 10 weight
22.59%
New
270
Sold out
196

Largest buys vs the previous quarter

SecurityShares changeApprox. value
USFRadded+357,126$18M
SHVadded+83,769$9.26M
SPYMadded+117,697$9.22M
FBNDadded+163,140$7.54M
IBTHadded+241,908$5.45M

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
BILreduced-99,561-$9.13M
COWZreduced-112,941-$6.49M
IEFreduced-49,176-$4.74M
BNDreduced-56,224-$4.18M
VOOreduced-6,650-$4.07M

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 0001580642-25-006659, largest first. % of portfolio is the value over $4,466,920,546, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BLOKAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 668 shares; 2024Q4: 940 shares; 2025Q1: not loaded; 2025Q2: 835 shares; 2025Q3: 4,225 shares 4,225$283K0.01%+3,390Timeline
BBAIBIGBEAR AI HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 43,160 shares 43,160$281K0.01%newTimeline
GJANFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,750 shares; 2025Q1: not loaded; 2025Q2: 6,750 shares; 2025Q3: 6,750 shares 6,750$281K0.01%0Timeline
HIMUBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 4,350 shares; 2025Q3: 5,717 shares 5,717$281K0.01%+1,367Timeline
HBANHUNTINGTON BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,662 shares; 2024Q4: 11,069 shares; 2025Q1: not loaded; 2025Q2: 15,701 shares; 2025Q3: 16,271 shares 16,271$281K0.01%+570Timeline
VRSKVERISK ANALYTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 886 shares; 2024Q4: 745 shares; 2025Q1: not loaded; 2025Q2: 1,067 shares; 2025Q3: 1,116 shares 1,116$281K0.01%+49Timeline
FOXAFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,241 shares; 2024Q4: 1,918 shares; 2025Q1: not loaded; 2025Q2: 5,011 shares; 2025Q3: 4,451 shares 4,451$281K0.01%-560Timeline
FENIFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,651 shares; 2024Q4: 2,651 shares; 2025Q1: not loaded; 2025Q2: 6,130 shares; 2025Q3: 7,942 shares 7,942$280K0.01%+1,812Timeline
QVMTINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,760 shares; 2024Q4: 4,803 shares; 2025Q1: not loaded; 2025Q2: 5,120 shares; 2025Q3: 5,100 shares 5,100$280K0.01%-20Timeline
AZOAUTOZONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 48 shares; 2025Q1: not loaded; 2025Q2: 293 shares; 2025Q3: 65 shares 65$279K0.01%-228Timeline
GFIGOLD FIELDS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 146 shares; 2025Q1: not loaded; 2025Q2: 6,789 shares; 2025Q3: 6,600 shares 6,600$277K0.01%-189Timeline
XHLFBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,225 shares; 2024Q4: 4,517 shares; 2025Q1: not loaded; 2025Q2: 4,568 shares; 2025Q3: 5,488 shares 5,488$277K0.01%+920Timeline
FJPFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,519 shares; 2024Q4: 4,479 shares; 2025Q1: not loaded; 2025Q2: 4,166 shares; 2025Q3: 4,242 shares 4,242$276K0.01%+76Timeline
HYGHISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228 shares; 2024Q4: 574 shares; 2025Q1: not loaded; 2025Q2: 3,116 shares; 2025Q3: 3,173 shares 3,173$276K0.01%+57Timeline
GMEGAMESTOP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,084 shares; 2024Q4: 4,100 shares; 2025Q1: not loaded; 2025Q2: 13,128 shares; 2025Q3: 10,076 shares 10,076$275K0.01%-3,052Timeline
FAARFIRST TR EXCHANGE TRAD FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,270 shares; 2024Q4: 8,647 shares; 2025Q1: not loaded; 2025Q2: 8,119 shares; 2025Q3: 9,016 shares 9,016$275K0.01%+897Timeline
NICENICE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,023 shares; 2024Q4: 1,522 shares; 2025Q1: not loaded; 2025Q2: 1,308 shares; 2025Q3: 1,896 shares 1,896$275K0.01%+588Timeline
NWGNATWEST GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,212 shares; 2024Q4: 12,821 shares; 2025Q1: not loaded; 2025Q2: 21,085 shares; 2025Q3: 19,384 shares 19,384$274K0.01%-1,701Timeline
EWTISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,713 shares; 2024Q4: 5,355 shares; 2025Q1: not loaded; 2025Q2: 5,775 shares; 2025Q3: 4,286 shares 4,286$273K0.01%-1,489Timeline
ICVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,735 shares; 2024Q4: 3,102 shares; 2025Q1: not loaded; 2025Q2: 2,404 shares; 2025Q3: 2,724 shares 2,724$273K0.01%+320Timeline
DVNDEVON ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,810 shares; 2024Q4: 10,180 shares; 2025Q1: not loaded; 2025Q2: 7,573 shares; 2025Q3: 7,759 shares 7,759$272K0.01%+186Timeline
EQWLINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,720 shares; 2024Q4: 2,020 shares; 2025Q1: not loaded; 2025Q2: 2,369 shares; 2025Q3: 2,370 shares 2,370$272K0.01%+1Timeline
SPTSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,463 shares; 2024Q4: 70,302 shares; 2025Q1: not loaded; 2025Q2: 8,304 shares; 2025Q3: 9,250 shares 9,250$271K0.01%+946Timeline
AAALCOA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,290 shares; 2024Q4: 8,360 shares; 2025Q1: not loaded; 2025Q2: 8,198 shares; 2025Q3: 8,225 shares 8,225$271K0.01%+27Timeline
CSWCCAPITAL SOUTHWEST CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,529 shares; 2024Q4: 25,581 shares; 2025Q1: not loaded; 2025Q2: 12,695 shares; 2025Q3: 12,360 shares 12,360$270K0.01%-335Timeline
AGZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 624 shares; 2024Q4: 624 shares; 2025Q1: not loaded; 2025Q2: 2,600 shares; 2025Q3: 2,423 shares 2,423$267K0.01%-177Timeline
MFCMANULIFE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,760 shares; 2024Q4: 5,844 shares; 2025Q1: not loaded; 2025Q2: 12,201 shares; 2025Q3: 8,584 shares 8,584$267K0.01%-3,617Timeline
CCICROWN CASTLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 4,997 shares; 2025Q1: not loaded; 2025Q2: 2,728 shares; 2025Q3: 2,767 shares 2,767$267K0.01%+39Timeline
UITBVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 739 shares; 2025Q1: not loaded; 2025Q2: 4,964 shares; 2025Q3: 5,614 shares 5,614$267K0.01%+650Timeline
ACMAECOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,837 shares; 2024Q4: 1,673 shares; 2025Q1: not loaded; 2025Q2: 2,228 shares; 2025Q3: 2,043 shares 2,043$267K0.01%-185Timeline
INSMINSMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 44 shares; 2025Q1: not loaded; 2025Q2: 808 shares; 2025Q3: 1,848 shares 1,848$266K0.01%+1,040Timeline
GNMAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 880 shares; 2024Q4: 866 shares; 2025Q1: not loaded; 2025Q2: 6,902 shares; 2025Q3: 5,997 shares 5,997$266K0.01%-905Timeline
LECOLINCOLN ELEC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347 shares; 2024Q4: 1,272 shares; 2025Q1: not loaded; 2025Q2: 1,201 shares; 2025Q3: 1,127 shares 1,127$266K0.01%-74Timeline
SYYSYSCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,232 shares; 2024Q4: 2,628 shares; 2025Q1: not loaded; 2025Q2: 3,086 shares; 2025Q3: 3,227 shares 3,227$266K0.01%+141Timeline
QQQEDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,203 shares; 2024Q4: 1,709 shares; 2025Q1: not loaded; 2025Q2: 2,609 shares; 2025Q3: 2,613 shares 2,613$266K0.01%+4Timeline
XSDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 734 shares; 2024Q4: 937 shares; 2025Q1: not loaded; 2025Q2: 958 shares; 2025Q3: 829 shares 829$264K0.01%-129Timeline
WSMWILLIAMS SONOMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301 shares; 2024Q4: 443 shares; 2025Q1: not loaded; 2025Q2: 1,468 shares; 2025Q3: 1,352 shares 1,352$264K0.01%-116Timeline
ENSGENSIGN GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 773 shares; 2024Q4: 1,194 shares; 2025Q1: not loaded; 2025Q2: 1,497 shares; 2025Q3: 1,524 shares 1,524$263K0.01%+27Timeline
IGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,184 shares; 2024Q4: 3,539 shares; 2025Q1: not loaded; 2025Q2: 3,105 shares; 2025Q3: 3,304 shares 3,304$263K0.01%+199Timeline
GRMNGARMIN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 525 shares; 2024Q4: 940 shares; 2025Q1: not loaded; 2025Q2: 953 shares; 2025Q3: 1,067 shares 1,067$263K0.01%+114Timeline
ILTBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,357 shares; 2024Q4: 6,307 shares; 2025Q1: not loaded; 2025Q2: 5,741 shares; 2025Q3: 5,204 shares 5,204$263K0.01%-537Timeline
SYFSYNCHRONY FINANCIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,163 shares; 2024Q4: 2,931 shares; 2025Q1: not loaded; 2025Q2: 3,097 shares; 2025Q3: 3,694 shares 3,694$262K0.01%+597Timeline
ALAIR LEASE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 840 shares; 2024Q4: 478 shares; 2025Q1: not loaded; 2025Q2: 473 shares; 2025Q3: 4,114 shares 4,114$262K0.01%+3,641Timeline
UHSUNIVERSAL HLTH SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 642 shares; 2024Q4: 830 shares; 2025Q1: not loaded; 2025Q2: 1,287 shares; 2025Q3: 1,280 shares 1,280$262K0.01%-7Timeline
JHGJANUS HENDERSON GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,163 shares; 2024Q4: 5,027 shares; 2025Q1: not loaded; 2025Q2: 4,226 shares; 2025Q3: 5,854 shares 5,854$261K0.01%+1,628Timeline
CCCCCC INTELLIGENT SOLUTIONS HLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,245 shares; 2024Q4: 24,628 shares; 2025Q1: not loaded; 2025Q2: 27,027 shares; 2025Q3: 28,544 shares 28,544$260K0.01%+1,517Timeline
AWKAMERICAN WTR WKS CO INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,881 shares; 2024Q4: 1,484 shares; 2025Q1: not loaded; 2025Q2: 2,032 shares; 2025Q3: 1,863 shares 1,863$259K0.01%-169Timeline
UGIUGI CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,485 shares; 2024Q4: 4,324 shares; 2025Q1: not loaded; 2025Q2: 4,590 shares; 2025Q3: 7,796 shares 7,796$259K0.01%+3,206Timeline
FIXCOMFORT SYS USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146 shares; 2024Q4: 141 shares; 2025Q1: not loaded; 2025Q2: 139 shares; 2025Q3: 313 shares 313$258K0.01%+174Timeline
BDYNBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 10,200 shares 10,200$258K0.01%newTimeline
WCNWASTE CONNECTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393 shares; 2024Q4: 1,365 shares; 2025Q1: not loaded; 2025Q2: 1,490 shares; 2025Q3: 1,468 shares 1,468$258K0.01%-22Timeline
HYMCHYCROFT MINING HOLDING CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,600 shares; 2025Q1: not loaded; 2025Q2: 41,600 shares; 2025Q3: 41,600 shares 41,600$258K0.01%0Timeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,897 shares; 2024Q4: 2,277 shares; 2025Q1: not loaded; 2025Q2: 2,108 shares; 2025Q3: 1,964 shares 1,964$258K0.01%-144Timeline
NLRVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 600 shares; 2025Q1: not loaded; 2025Q2: 967 shares; 2025Q3: 1,896 shares 1,896$257K0.01%+929Timeline
CSHINEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,345 shares; 2024Q4: 5,851 shares; 2025Q1: not loaded; 2025Q2: 5,374 shares; 2025Q3: 5,171 shares 5,171$257K0.01%-203Timeline
JPIEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,055 shares; 2024Q4: 5,945 shares; 2025Q1: not loaded; 2025Q2: 5,434 shares; 2025Q3: 5,536 shares 5,536$257K0.01%+102Timeline
SYMSYMBOTIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,081 shares; 2024Q4: 1,081 shares; 2025Q1: not loaded; 2025Q2: 7,194 shares; 2025Q3: 4,748 shares 4,748$256K0.01%-2,446Timeline
WTFCWINTRUST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 376 shares; 2025Q1: not loaded; 2025Q2: 1,579 shares; 2025Q3: 1,928 shares 1,928$255K0.01%+349Timeline
VGKVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,700 shares; 2024Q4: 5,372 shares; 2025Q1: not loaded; 2025Q2: 3,227 shares; 2025Q3: 3,166 shares 3,166$253K0.01%-61Timeline
LGOVFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,285 shares; 2024Q4: 23,001 shares; 2025Q1: not loaded; 2025Q2: 23,478 shares; 2025Q3: 11,600 shares 11,600$252K0.01%-11,878Timeline
EWPISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,842 shares; 2025Q1: not loaded; 2025Q2: 4,457 shares; 2025Q3: 5,095 shares 5,095$252K0.01%+638Timeline
XYLXYLEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,825 shares; 2024Q4: 1,589 shares; 2025Q1: not loaded; 2025Q2: 1,643 shares; 2025Q3: 1,709 shares 1,709$252K0.01%+66Timeline
USACUSA COMPRESSION PARTNERS LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,496 shares; 2024Q4: 10,496 shares; 2025Q1: not loaded; 2025Q2: 10,496 shares; 2025Q3: 10,496 shares 10,496$252K0.01%0Timeline
HACKAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,438 shares; 2024Q4: 1,453 shares; 2025Q1: not loaded; 2025Q2: 2,658 shares; 2025Q3: 2,896 shares 2,896$251K0.01%+238Timeline
LHXL3HARRIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 971 shares; 2024Q4: 798 shares; 2025Q1: not loaded; 2025Q2: 798 shares; 2025Q3: 823 shares 823$251K0.01%+25Timeline
GTLSCHART INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 93 shares; 2025Q1: not loaded; 2025Q2: 76 shares; 2025Q3: 1,253 shares 1,253$251K0.01%+1,177Timeline
IXJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,422 shares; 2024Q4: 5,431 shares; 2025Q1: not loaded; 2025Q2: 2,822 shares; 2025Q3: 2,822 shares 2,822$250K0.01%0Timeline
TTEKTETRA TECH INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,082 shares; 2024Q4: 6,104 shares; 2025Q1: not loaded; 2025Q2: 7,293 shares; 2025Q3: 7,464 shares 7,464$249K0.01%+171Timeline
XBILRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 5,469 shares; 2025Q3: 4,938 shares 4,938$248K0.01%-531Timeline
BNSBANK NOVA SCOTIA B CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 494 shares; 2024Q4: 494 shares; 2025Q1: not loaded; 2025Q2: 245 shares; 2025Q3: 3,830 shares 3,830$248K0.01%+3,585Timeline
RXRXRECURSION PHARMACEUTICALS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,797 shares; 2024Q4: 31,297 shares; 2025Q1: not loaded; 2025Q2: 30,797 shares; 2025Q3: 50,545 shares 50,545$247K0.01%+19,748Timeline
TREXTREX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,339 shares; 2024Q4: 3,806 shares; 2025Q1: not loaded; 2025Q2: 4,767 shares; 2025Q3: 4,755 shares 4,755$246K0.01%-12Timeline
DVOLFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,870 shares; 2025Q1: not loaded; 2025Q2: 6,899 shares; 2025Q3: 6,910 shares 6,910$245K0.01%+11Timeline
RLRALPH LAUREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 723 shares; 2024Q4: 971 shares; 2025Q1: not loaded; 2025Q2: 765 shares; 2025Q3: 781 shares 781$245K0.01%+16Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,174 shares; 2024Q4: 2,695 shares; 2025Q1: not loaded; 2025Q2: 1,933 shares; 2025Q3: 1,671 shares 1,671$245K0.01%-262Timeline
GOFGUGGENHEIM STRATEGIC OPPORTUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,756 shares; 2024Q4: 4,265 shares; 2025Q1: not loaded; 2025Q2: 14,510 shares; 2025Q3: 16,302 shares 16,302$244K0.01%+1,792Timeline
SSRMSSR MINING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 10,000 shares 10,000$244K0.01%newTimeline
TDVPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,511 shares; 2025Q1: not loaded; 2025Q2: 2,821 shares; 2025Q3: 2,821 shares 2,821$244K0.01%0Timeline
EWSISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,454 shares; 2024Q4: 4,575 shares; 2025Q1: not loaded; 2025Q2: 6,762 shares; 2025Q3: 8,598 shares 8,598$244K0.01%+1,836Timeline
RMDRESMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 386 shares; 2024Q4: 582 shares; 2025Q1: not loaded; 2025Q2: 855 shares; 2025Q3: 887 shares 887$243K0.01%+32Timeline
BBHYJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,041 shares; 2024Q4: 3,921 shares; 2025Q1: not loaded; 2025Q2: 4,528 shares; 2025Q3: 5,148 shares 5,148$242K0.01%+620Timeline
TRPTC ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,825 shares; 2024Q4: 4,099 shares; 2025Q1: not loaded; 2025Q2: 4,444 shares; 2025Q3: 4,440 shares 4,440$242K0.01%-4Timeline
ARIAPOLLO COML REAL ESTATE FINQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,985 shares; 2024Q4: 14,542 shares; 2025Q1: not loaded; 2025Q2: 12,237 shares; 2025Q3: 23,684 shares 23,684$240K0.01%+11,447Timeline
FNDASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,225 shares; 2024Q4: 7,455 shares; 2025Q1: not loaded; 2025Q2: 7,643 shares; 2025Q3: 7,698 shares 7,698$240K0.01%+55Timeline
USARUSA RARE EARTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 245 shares; 2025Q3: 13,893 shares 13,893$239K0.01%+13,648Timeline
STLDSTEEL DYNAMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 568 shares; 2024Q4: 455 shares; 2025Q1: not loaded; 2025Q2: 3,273 shares; 2025Q3: 1,710 shares 1,710$238K0.01%-1,563Timeline
SXTSENSIENT TECHNOLOGIES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 4 shares; 2025Q3: 2,527 shares 2,527$237K0.01%+2,523Timeline
VISNVISTANCE NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 15,312 shares 15,312$237K0.01%newTimeline
RMBSRAMBUS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: 86 shares; 2025Q1: not loaded; 2025Q2: 1,926 shares; 2025Q3: 2,265 shares 2,265$236K0.01%+339Timeline
CGNGCAPITAL GROUP NEW GEOGRAPHYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 4,727 shares; 2025Q3: 7,632 shares 7,632$236K0.01%+2,905Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,376 shares; 2024Q4: 8,459 shares; 2025Q1: not loaded; 2025Q2: 5,597 shares; 2025Q3: 5,241 shares 5,241$236K0.01%-356Timeline
INFORMATICA INCINFORMATICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382 shares; 2024Q4: 409 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 9,488 shares 9,488$236K0.01%new
QDEFFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,210 shares; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 2,930 shares; 2025Q3: 2,942 shares 2,942$235K0.01%+12Timeline
INDAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,558 shares; 2024Q4: 6,018 shares; 2025Q1: not loaded; 2025Q2: 4,883 shares; 2025Q3: 4,496 shares 4,496$234K0.01%-387Timeline
MAYWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,044 shares; 2025Q1: not loaded; 2025Q2: 7,044 shares; 2025Q3: 7,044 shares 7,044$232K0.01%0Timeline
SLBSLB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,926 shares; 2024Q4: 5,383 shares; 2025Q1: not loaded; 2025Q2: 7,255 shares; 2025Q3: 6,750 shares 6,750$232K0.01%-505Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,967 shares; 2025Q3: 2,598 shares 2,598$231K0.01%+631Timeline
UBSUBS GROUP AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,095 shares; 2024Q4: 2,362 shares; 2025Q1: not loaded; 2025Q2: 4,896 shares; 2025Q3: 5,587 shares 5,587$229K0.01%+691Timeline
YUMYUM BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,285 shares; 2024Q4: 1,391 shares; 2025Q1: not loaded; 2025Q2: 1,483 shares; 2025Q3: 1,500 shares 1,500$228K0.01%+17Timeline
LPLALPL FINL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283 shares; 2024Q4: 273 shares; 2025Q1: not loaded; 2025Q2: 770 shares; 2025Q3: 684 shares 684$227K0.01%-86Timeline
GNRCGENERAC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,187 shares; 2024Q4: 1,015 shares; 2025Q1: not loaded; 2025Q2: 1,129 shares; 2025Q3: 1,354 shares 1,354$227K0.01%+225Timeline
DLSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: not loaded; 2025Q2: 2,850 shares; 2025Q3: 2,850 shares 2,850$227K0.01%0Timeline
DOWDOW HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,025 shares; 2024Q4: 10,234 shares; 2025Q1: not loaded; 2025Q2: 11,713 shares; 2025Q3: 9,882 shares 9,882$227K0.01%-1,831Timeline
FBNCFIRST BANCORP N CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,249 shares; 2024Q4: 4,255 shares; 2025Q1: not loaded; 2025Q2: 4,268 shares; 2025Q3: 4,273 shares 4,273$226K0.01%+5Timeline
IYYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,356 shares; 2024Q4: 1,359 shares; 2025Q1: not loaded; 2025Q2: 1,385 shares; 2025Q3: 1,388 shares 1,388$225K0.01%+3Timeline
EAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,093 shares; 2024Q4: 5,129 shares; 2025Q1: not loaded; 2025Q2: 5,329 shares; 2025Q3: 4,686 shares 4,686$225K0.01%-643Timeline
EWAISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,256 shares; 2024Q4: 5,537 shares; 2025Q1: not loaded; 2025Q2: 7,721 shares; 2025Q3: 8,334 shares 8,334$225K0.01%+613Timeline
RITMRITHM CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,077 shares; 2024Q4: 41,276 shares; 2025Q1: not loaded; 2025Q2: 21,415 shares; 2025Q3: 19,715 shares 19,715$225K0.01%-1,700Timeline
CINFCINCINNATI FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 564 shares; 2024Q4: 667 shares; 2025Q1: not loaded; 2025Q2: 1,528 shares; 2025Q3: 1,419 shares 1,419$224K0.01%-109Timeline
IAUMISHARES GOLD TRUST MICROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 6,217 shares; 2025Q3: 5,823 shares 5,823$224K0.01%-394Timeline
FSMDFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207 shares; 2024Q4: 5,051 shares; 2025Q1: not loaded; 2025Q2: 5,072 shares; 2025Q3: 5,091 shares 5,091$224K0.01%+19Timeline
XAWFXALLIANCEBERNSTEIN GLOBAL HIGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,661 shares; 2024Q4: 19,003 shares; 2025Q1: not loaded; 2025Q2: 19,735 shares; 2025Q3: 19,966 shares 19,966$224K0.01%+231Timeline
FTXOFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 747 shares; 2025Q1: not loaded; 2025Q2: 6,413 shares; 2025Q3: 6,257 shares 6,257$223K<0.01%-156Timeline
IGEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,934 shares; 2024Q4: 4,428 shares; 2025Q1: not loaded; 2025Q2: 4,440 shares; 2025Q3: 4,540 shares 4,540$223K<0.01%+100Timeline
LRNSTRIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 82 shares; 2025Q1: not loaded; 2025Q2: 971 shares; 2025Q3: 1,492 shares 1,492$222K<0.01%+521Timeline
UALUNITED AIRLS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,499 shares; 2024Q4: 1,211 shares; 2025Q1: not loaded; 2025Q2: 1,962 shares; 2025Q3: 2,301 shares 2,301$222K<0.01%+339Timeline
DWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,269 shares; 2024Q4: 5,200 shares; 2025Q1: not loaded; 2025Q2: 5,200 shares; 2025Q3: 5,200 shares 5,200$222K<0.01%0Timeline
FNFABRINETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255 shares; 2024Q4: 652 shares; 2025Q1: not loaded; 2025Q2: 623 shares; 2025Q3: 608 shares 608$222K<0.01%-15Timeline
GGENPACT LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: not loaded; 2025Q2: 2,354 shares; 2025Q3: 5,280 shares 5,280$221K<0.01%+2,926Timeline
STZCONSTELLATION BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,395 shares; 2024Q4: 2,431 shares; 2025Q1: not loaded; 2025Q2: 2,038 shares; 2025Q3: 1,634 shares 1,634$220K<0.01%-404Timeline
IBHIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,116 shares; 2024Q4: 7,116 shares; 2025Q1: not loaded; 2025Q2: 9,176 shares; 2025Q3: 9,211 shares 9,211$220K<0.01%+35Timeline
CLXCLOROX CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,004 shares; 2024Q4: 1,463 shares; 2025Q1: not loaded; 2025Q2: 1,864 shares; 2025Q3: 1,771 shares 1,771$218K<0.01%-93Timeline
RWKINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,886 shares; 2025Q1: not loaded; 2025Q2: 1,740 shares; 2025Q3: 1,742 shares 1,742$218K<0.01%+2Timeline
OUNZVANECK MERK GOLD ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,944 shares; 2024Q4: 2,944 shares; 2025Q1: not loaded; 2025Q2: 5,676 shares; 2025Q3: 5,844 shares 5,844$217K<0.01%+168Timeline
HIGHARTFORD INSURANCE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,626 shares; 2024Q4: 1,788 shares; 2025Q1: not loaded; 2025Q2: 1,576 shares; 2025Q3: 1,626 shares 1,626$217K<0.01%+50Timeline
HSCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,274 shares; 2024Q4: 281 shares; 2025Q1: not loaded; 2025Q2: 250 shares; 2025Q3: 5,761 shares 5,761$217K<0.01%+5,511Timeline
PUKPRUDENTIAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224 shares; 2024Q4: 226 shares; 2025Q1: not loaded; 2025Q2: 24,386 shares; 2025Q3: 7,741 shares 7,741$217K<0.01%-16,645Timeline
DIVBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,804 shares; 2024Q4: 4,390 shares; 2025Q1: not loaded; 2025Q2: 4,248 shares; 2025Q3: 4,138 shares 4,138$216K<0.01%-110Timeline
PEYINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,840 shares; 2024Q4: 8,625 shares; 2025Q1: not loaded; 2025Q2: 11,808 shares; 2025Q3: 10,196 shares 10,196$215K<0.01%-1,612Timeline
VOOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 934 shares; 2024Q4: 552 shares; 2025Q1: not loaded; 2025Q2: 533 shares; 2025Q3: 1,075 shares 1,075$214K<0.01%+542Timeline
XSHDINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,587 shares; 2024Q4: 9,156 shares; 2025Q1: not loaded; 2025Q2: 8,920 shares; 2025Q3: 15,972 shares 15,972$214K<0.01%+7,052Timeline
HEGDLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,025 shares; 2024Q4: 8,050 shares; 2025Q1: not loaded; 2025Q2: 8,450 shares; 2025Q3: 8,600 shares 8,600$214K<0.01%+150Timeline
FEBWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,463 shares; 2025Q1: not loaded; 2025Q2: 6,463 shares; 2025Q3: 6,463 shares 6,463$214K<0.01%0Timeline
NCLHNORWEGIAN CRUISE LINE HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,730 shares; 2024Q4: 11,050 shares; 2025Q1: not loaded; 2025Q2: 8,442 shares; 2025Q3: 8,683 shares 8,683$214K<0.01%+241Timeline
PKXPOSCO HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192 shares; 2024Q4: 146 shares; 2025Q1: not loaded; 2025Q2: 321 shares; 2025Q3: 4,337 shares 4,337$213K<0.01%+4,016Timeline
SLQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,687 shares; 2024Q4: 2,687 shares; 2025Q1: not loaded; 2025Q2: 3,687 shares; 2025Q3: 4,187 shares 4,187$213K<0.01%+500Timeline
JJACOBS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,485 shares; 2024Q4: 1,401 shares; 2025Q1: not loaded; 2025Q2: 1,429 shares; 2025Q3: 1,418 shares 1,418$212K<0.01%-11Timeline
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: 4,456 shares; 2024Q4: 4,507 shares; 2025Q1: not loaded; 2025Q2: 4,540 shares; 2025Q3: 4,574 shares 4,574$212K<0.01%+34Timeline
RWRSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 957 shares; 2024Q4: 1,134 shares; 2025Q1: not loaded; 2025Q2: 2,072 shares; 2025Q3: 2,111 shares 2,111$212K<0.01%+39Timeline
LNTALLIANT ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,318 shares; 2024Q4: 2,509 shares; 2025Q1: not loaded; 2025Q2: 3,182 shares; 2025Q3: 3,140 shares 3,140$212K<0.01%-42Timeline
BIDDBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,285 shares; 2025Q1: not loaded; 2025Q2: 8,213 shares; 2025Q3: 7,562 shares 7,562$212K<0.01%-651Timeline
WBDWARNER BROS DISCOVERY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,951 shares; 2024Q4: 12,895 shares; 2025Q1: not loaded; 2025Q2: 9,974 shares; 2025Q3: 10,823 shares 10,823$211K<0.01%+849Timeline
XLRESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,522 shares; 2024Q4: 38,053 shares; 2025Q1: not loaded; 2025Q2: 30,048 shares; 2025Q3: 5,010 shares 5,010$211K<0.01%-25,038Timeline
WFWOORI FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 791 shares; 2024Q4: 916 shares; 2025Q1: not loaded; 2025Q2: 646 shares; 2025Q3: 3,758 shares 3,758$211K<0.01%+3,112Timeline
EPREPR PPTYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,889 shares; 2024Q4: 4,117 shares; 2025Q1: not loaded; 2025Q2: 4,321 shares; 2025Q3: 3,635 shares 3,635$211K<0.01%-686Timeline
TIDAL TRUST IITIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 222 shares; 2025Q1: not loaded; 2025Q2: 494 shares; 2025Q3: 30,591 shares 30,591$210K<0.01%+30,097
FBINFORTUNE BRANDS INNOVATIONS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,977 shares; 2024Q4: 4,068 shares; 2025Q1: not loaded; 2025Q2: 3,939 shares; 2025Q3: 3,940 shares 3,940$210K<0.01%+1Timeline
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: 12,704 shares; 2024Q4: 10,235 shares; 2025Q1: not loaded; 2025Q2: 13,810 shares; 2025Q3: 14,003 shares 14,003$210K<0.01%+193Timeline
FCVTFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 332 shares; 2025Q1: not loaded; 2025Q2: 4,887 shares; 2025Q3: 4,907 shares 4,907$210K<0.01%+20Timeline
CGCVCAPITAL GROUP CONSERVATIVE EQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 3,932 shares; 2025Q3: 6,963 shares 6,963$210K<0.01%+3,031Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,913 shares; 2024Q4: 962 shares; 2025Q1: not loaded; 2025Q2: 877 shares; 2025Q3: 888 shares 888$210K<0.01%+11Timeline
LHLABCORP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 742 shares; 2024Q4: 635 shares; 2025Q1: not loaded; 2025Q2: 751 shares; 2025Q3: 728 shares 728$209K<0.01%-23Timeline
GHMGRAHAM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,808 shares; 2024Q4: 4,808 shares; 2025Q1: not loaded; 2025Q2: 3,808 shares; 2025Q3: 3,808 shares 3,808$209K<0.01%0Timeline
RKLBROCKET LAB CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 5,042 shares; 2025Q3: 4,363 shares 4,363$209K<0.01%-679Timeline
FEPFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,483 shares; 2024Q4: 4,646 shares; 2025Q1: not loaded; 2025Q2: 4,298 shares; 2025Q3: 4,071 shares 4,071$208K<0.01%-227Timeline
AMCOR PLCAMCOR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,523 shares; 2024Q4: 6,598 shares; 2025Q1: not loaded; 2025Q2: 17,092 shares; 2025Q3: 25,455 shares 25,455$208K<0.01%+8,363
OTISOTIS WORLDWIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,683 shares; 2024Q4: 3,680 shares; 2025Q1: not loaded; 2025Q2: 3,652 shares; 2025Q3: 2,274 shares 2,274$208K<0.01%-1,378Timeline
KEYKEYCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,803 shares; 2024Q4: 12,783 shares; 2025Q1: not loaded; 2025Q2: 11,095 shares; 2025Q3: 11,093 shares 11,093$207K<0.01%-2Timeline
OTFBLUE OWL TECHNOLOGY FIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 14,988 shares 14,988$207K<0.01%newTimeline
FTITECHNIPFMC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,333 shares; 2024Q4: 3,667 shares; 2025Q1: not loaded; 2025Q2: 4,061 shares; 2025Q3: 5,240 shares 5,240$207K<0.01%+1,179Timeline
ACIOETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,846 shares; 2024Q4: 4,944 shares; 2025Q1: not loaded; 2025Q2: 4,779 shares; 2025Q3: 4,754 shares 4,754$206K<0.01%-25Timeline
IVOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,028 shares; 2024Q4: 1,728 shares; 2025Q1: not loaded; 2025Q2: 1,728 shares; 2025Q3: 1,728 shares 1,728$206K<0.01%0Timeline
GSSCGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,654 shares; 2024Q4: 10,553 shares; 2025Q1: not loaded; 2025Q2: 2,785 shares; 2025Q3: 2,757 shares 2,757$206K<0.01%-28Timeline
ITMVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,549 shares; 2024Q4: 1,549 shares; 2025Q1: not loaded; 2025Q2: 1,725 shares; 2025Q3: 4,428 shares 4,428$206K<0.01%+2,703Timeline
AAGILENT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,570 shares; 2024Q4: 2,408 shares; 2025Q1: not loaded; 2025Q2: 1,662 shares; 2025Q3: 1,602 shares 1,602$206K<0.01%-60Timeline
EXPDEXPEDITORS INTL WASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,360 shares; 2024Q4: 1,365 shares; 2025Q1: not loaded; 2025Q2: 1,644 shares; 2025Q3: 1,673 shares 1,673$205K<0.01%+29Timeline
ALNYALNYLAM PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 81 shares; 2025Q1: not loaded; 2025Q2: 151 shares; 2025Q3: 449 shares 449$205K<0.01%+298Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,358 shares; 2024Q4: 3,868 shares; 2025Q1: not loaded; 2025Q2: 2,629 shares; 2025Q3: 2,747 shares 2,747$205K<0.01%+118Timeline
HYMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,447 shares; 2024Q4: 22,502 shares; 2025Q1: not loaded; 2025Q2: 9,727 shares; 2025Q3: 8,207 shares 8,207$205K<0.01%-1,520Timeline
AESIATLAS ENERGY SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 665 shares; 2024Q4: 1,941 shares; 2025Q1: not loaded; 2025Q2: 3,443 shares; 2025Q3: 17,939 shares 17,939$204K<0.01%+14,496Timeline
ALLEALLEGION PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: 440 shares; 2025Q1: not loaded; 2025Q2: 677 shares; 2025Q3: 1,144 shares 1,144$203K<0.01%+467Timeline
NFGNATIONAL FUEL GAS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 6 shares; 2025Q1: not loaded; 2025Q2: 1,556 shares; 2025Q3: 2,194 shares 2,194$203K<0.01%+638Timeline
VCRBVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 2,124 shares; 2025Q3: 2,578 shares 2,578$202K<0.01%+454Timeline
FEMFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,093 shares; 2024Q4: 7,136 shares; 2025Q1: not loaded; 2025Q2: 7,272 shares; 2025Q3: 7,457 shares 7,457$202K<0.01%+185Timeline
EWLISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,813 shares; 2024Q4: 4,902 shares; 2025Q1: not loaded; 2025Q2: 4,728 shares; 2025Q3: 3,654 shares 3,654$202K<0.01%-1,074Timeline
UNFUNIFIRST CORP MASSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 738 shares; 2024Q4: 938 shares; 2025Q1: not loaded; 2025Q2: 1,141 shares; 2025Q3: 1,204 shares 1,204$201K<0.01%+63Timeline
RACEFERRARI N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 308 shares; 2025Q1: not loaded; 2025Q2: 373 shares; 2025Q3: 412 shares 412$200K<0.01%+39Timeline
DBAINVESCO DB MULTI-SECTOR COMMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,766 shares; 2024Q4: 8,476 shares; 2025Q1: not loaded; 2025Q2: 7,476 shares; 2025Q3: 7,476 shares 7,476$200K<0.01%0Timeline
PSCUINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,036 shares; 2024Q4: 2,042 shares; 2025Q1: not loaded; 2025Q2: 3,056 shares; 2025Q3: 3,467 shares 3,467$199K<0.01%+411Timeline
CVBFCVB FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: not loaded; 2025Q2: 93 shares; 2025Q3: 10,533 shares 10,533$199K<0.01%+10,440Timeline
IBHHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,697 shares; 2024Q4: 9,509 shares; 2025Q1: not loaded; 2025Q2: 8,274 shares; 2025Q3: 8,344 shares 8,344$199K<0.01%+70Timeline
JEFJEFFERIES FINANCIAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 2,911 shares; 2025Q1: not loaded; 2025Q2: 2,581 shares; 2025Q3: 3,042 shares 3,042$199K<0.01%+461Timeline
MTNVAIL RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 898 shares; 2024Q4: 1,168 shares; 2025Q1: not loaded; 2025Q2: 1,354 shares; 2025Q3: 1,328 shares 1,328$199K<0.01%-26Timeline
ADMARCHER DANIELS MIDLAND COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,524 shares; 2024Q4: 1,200 shares; 2025Q1: not loaded; 2025Q2: 2,984 shares; 2025Q3: 3,321 shares 3,321$198K<0.01%+337Timeline
BROBROWN & BROWN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,787 shares; 2024Q4: 6,782 shares; 2025Q1: not loaded; 2025Q2: 3,447 shares; 2025Q3: 2,104 shares 2,104$197K<0.01%-1,343Timeline
AIZASSURANT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 913 shares; 2024Q4: 1,405 shares; 2025Q1: not loaded; 2025Q2: 941 shares; 2025Q3: 911 shares 911$197K<0.01%-30Timeline
FNVFRANCO NEV CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 858 shares; 2024Q4: 882 shares; 2025Q1: not loaded; 2025Q2: 912 shares; 2025Q3: 882 shares 882$197K<0.01%-30Timeline
ARESARES MANAGEMENT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294 shares; 2024Q4: 435 shares; 2025Q1: not loaded; 2025Q2: 538 shares; 2025Q3: 1,227 shares 1,227$196K<0.01%+689Timeline
BMOBANK OF MONTREALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 384 shares; 2024Q4: 1,045 shares; 2025Q1: not loaded; 2025Q2: 1,541 shares; 2025Q3: 1,502 shares 1,502$196K<0.01%-39Timeline
MEDPMEDPACE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 137 shares; 2025Q1: not loaded; 2025Q2: 191 shares; 2025Q3: 380 shares 380$195K<0.01%+189Timeline
ISHARES TRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,793 shares; 2024Q4: 7,875 shares; 2025Q1: not loaded; 2025Q2: 8,367 shares; 2025Q3: 8,414 shares 8,414$195K<0.01%+47
ALCALCON AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,634 shares; 2024Q4: 7,808 shares; 2025Q1: not loaded; 2025Q2: 4,722 shares; 2025Q3: 2,622 shares 2,622$195K<0.01%-2,100Timeline
EVRGEVERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,033 shares; 2024Q4: 2,688 shares; 2025Q1: not loaded; 2025Q2: 2,620 shares; 2025Q3: 2,569 shares 2,569$195K<0.01%-51Timeline
RELXRELX PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,052 shares; 2024Q4: 2,962 shares; 2025Q1: not loaded; 2025Q2: 3,827 shares; 2025Q3: 4,067 shares 4,067$194K<0.01%+240Timeline
XXRPLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 6,000 shares 6,000$194K<0.01%newTimeline
DOCUDOCUSIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,055 shares; 2024Q4: 2,253 shares; 2025Q1: not loaded; 2025Q2: 2,673 shares; 2025Q3: 2,685 shares 2,685$194K<0.01%+12Timeline
FSIGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,067 shares; 2024Q4: 8,210 shares; 2025Q1: not loaded; 2025Q2: 9,972 shares; 2025Q3: 10,065 shares 10,065$193K<0.01%+93Timeline
XONEBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,747 shares; 2024Q4: 3,854 shares; 2025Q1: not loaded; 2025Q2: 3,905 shares; 2025Q3: 3,892 shares 3,892$193K<0.01%-13Timeline
EWQISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,461 shares; 2024Q4: 5,001 shares; 2025Q1: not loaded; 2025Q2: 4,843 shares; 2025Q3: 4,377 shares 4,377$192K<0.01%-466Timeline
CFGCITIZENS FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,514 shares; 2024Q4: 2,448 shares; 2025Q1: not loaded; 2025Q2: 2,696 shares; 2025Q3: 3,597 shares 3,597$191K<0.01%+901Timeline
TMFMRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,689 shares; 2024Q4: 7,689 shares; 2025Q1: not loaded; 2025Q2: 7,689 shares; 2025Q3: 7,689 shares 7,689$191K<0.01%0Timeline
AMSCAMERICAN SUPERCONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,520 shares; 2024Q4: 2,400 shares; 2025Q1: not loaded; 2025Q2: 2,416 shares; 2025Q3: 3,212 shares 3,212$191K<0.01%+796Timeline
IPINTERNATIONAL PAPER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,076 shares; 2024Q4: 5,015 shares; 2025Q1: not loaded; 2025Q2: 5,225 shares; 2025Q3: 4,096 shares 4,096$190K<0.01%-1,129Timeline
QSIGWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,297 shares; 2024Q4: 58,465 shares; 2025Q1: not loaded; 2025Q2: 4,322 shares; 2025Q3: 3,882 shares 3,882$190K<0.01%-440Timeline
HALHALLIBURTON COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,110 shares; 2024Q4: 8,698 shares; 2025Q1: not loaded; 2025Q2: 8,841 shares; 2025Q3: 7,710 shares 7,710$190K<0.01%-1,131Timeline
ROSTROSS STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,156 shares; 2024Q4: 760 shares; 2025Q1: not loaded; 2025Q2: 1,036 shares; 2025Q3: 1,241 shares 1,241$189K<0.01%+205Timeline
IVOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,099 shares; 2024Q4: 1,947 shares; 2025Q1: not loaded; 2025Q2: 1,709 shares; 2025Q3: 1,713 shares 1,713$189K<0.01%+4Timeline
NTAPNETAPP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 774 shares; 2024Q4: 2,795 shares; 2025Q1: not loaded; 2025Q2: 1,572 shares; 2025Q3: 1,595 shares 1,595$189K<0.01%+23Timeline
TERTERADYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,127 shares; 2024Q4: 1,083 shares; 2025Q1: not loaded; 2025Q2: 1,363 shares; 2025Q3: 1,371 shares 1,371$189K<0.01%+8Timeline
AYIACUITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286 shares; 2024Q4: 518 shares; 2025Q1: not loaded; 2025Q2: 383 shares; 2025Q3: 547 shares 547$188K<0.01%+164Timeline
CSGPCOSTAR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,204 shares; 2024Q4: 1,485 shares; 2025Q1: not loaded; 2025Q2: 1,863 shares; 2025Q3: 2,227 shares 2,227$188K<0.01%+364Timeline
OSISOSI SYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 478 shares; 2024Q4: 861 shares; 2025Q1: not loaded; 2025Q2: 784 shares; 2025Q3: 753 shares 753$188K<0.01%-31Timeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367 shares; 2024Q4: 637 shares; 2025Q1: not loaded; 2025Q2: 725 shares; 2025Q3: 1,316 shares 1,316$187K<0.01%+591Timeline
ACGLARCH CAP GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,931 shares; 2024Q4: 5,550 shares; 2025Q1: not loaded; 2025Q2: 2,033 shares; 2025Q3: 2,062 shares 2,062$187K<0.01%+29Timeline
WPMWHEATON PRECIOUS METALS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 985 shares; 2024Q4: 925 shares; 2025Q1: not loaded; 2025Q2: 915 shares; 2025Q3: 1,672 shares 1,672$187K<0.01%+757Timeline
TDYTELEDYNE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 295 shares; 2025Q1: not loaded; 2025Q2: 314 shares; 2025Q3: 317 shares 317$186K<0.01%+3Timeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: not loaded; 2025Q2: 27 shares; 2025Q3: 97 shares 97$185K<0.01%+70Timeline
QUBTQUANTUM COMPUTING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,455 shares; 2025Q1: not loaded; 2025Q2: 8,940 shares; 2025Q3: 10,055 shares 10,055$185K<0.01%+1,115Timeline
FSTAFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,448 shares; 2024Q4: 3,641 shares; 2025Q1: not loaded; 2025Q2: 3,699 shares; 2025Q3: 3,711 shares 3,711$185K<0.01%+12Timeline
PWZINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,119 shares; 2024Q4: 21,123 shares; 2025Q1: not loaded; 2025Q2: 12,545 shares; 2025Q3: 7,727 shares 7,727$185K<0.01%-4,818Timeline
IYJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,523 shares; 2024Q4: 602 shares; 2025Q1: not loaded; 2025Q2: 1,284 shares; 2025Q3: 1,250 shares 1,250$182K<0.01%-34Timeline
GARPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 600 shares; 2025Q1: not loaded; 2025Q2: 2,285 shares; 2025Q3: 2,776 shares 2,776$182K<0.01%+491Timeline
DDDUPONT DE NEMOURS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,670 shares; 2024Q4: 2,759 shares; 2025Q1: not loaded; 2025Q2: 2,430 shares; 2025Q3: 2,336 shares 2,336$182K<0.01%-94Timeline
MPLXMPLX LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,359 shares; 2024Q4: 1,361 shares; 2025Q1: not loaded; 2025Q2: 1,511 shares; 2025Q3: 3,631 shares 3,631$181K<0.01%+2,120Timeline
LCTUBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,820 shares; 2024Q4: 1,784 shares; 2025Q1: not loaded; 2025Q2: 3,204 shares; 2025Q3: 2,497 shares 2,497$181K<0.01%-707Timeline
INCYINCYTE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391 shares; 2024Q4: 345 shares; 2025Q1: not loaded; 2025Q2: 517 shares; 2025Q3: 2,126 shares 2,126$180K<0.01%+1,609Timeline
DJULFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 3,858 shares 3,858$180K<0.01%newTimeline
RGTIRIGETTI COMPUTING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,650 shares; 2025Q1: not loaded; 2025Q2: 15,055 shares; 2025Q3: 6,041 shares 6,041$180K<0.01%-9,014Timeline
GRNYTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 3,600 shares; 2025Q3: 7,200 shares 7,200$180K<0.01%+3,600Timeline
QUSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,043 shares; 2025Q1: not loaded; 2025Q2: 1,043 shares; 2025Q3: 1,043 shares 1,043$179K<0.01%0Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,978 shares; 2024Q4: 4,609 shares; 2025Q1: not loaded; 2025Q2: 2,923 shares; 2025Q3: 2,970 shares 2,970$178K<0.01%+47Timeline
DTIDRILLING TOOLS INTL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,505 shares; 2024Q4: 80,079 shares; 2025Q1: not loaded; 2025Q2: 77,505 shares; 2025Q3: 77,505 shares 77,505$178K<0.01%0Timeline
AMCAMC ENTMT HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,089 shares; 2024Q4: 52,263 shares; 2025Q1: not loaded; 2025Q2: 61,441 shares; 2025Q3: 61,441 shares 61,441$178K<0.01%0Timeline
SCHRSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,385 shares; 2024Q4: 2,696 shares; 2025Q1: not loaded; 2025Q2: 10,745 shares; 2025Q3: 7,085 shares 7,085$178K<0.01%-3,660Timeline
TLNTALEN ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 90 shares; 2025Q1: not loaded; 2025Q2: 95 shares; 2025Q3: 418 shares 418$178K<0.01%+323Timeline
CPACOPA HOLDINGS SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 87 shares; 2025Q1: not loaded; 2025Q2: 1,146 shares; 2025Q3: 1,489 shares 1,489$177K<0.01%+343Timeline
EVSDMORGAN STANLEY ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 3,798 shares; 2025Q1: not loaded; 2025Q2: 2,882 shares; 2025Q3: 3,442 shares 3,442$177K<0.01%+560Timeline
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263 shares; 2024Q4: 227 shares; 2025Q1: not loaded; 2025Q2: 484 shares; 2025Q3: 1,706 shares 1,706$176K<0.01%+1,222Timeline
IMCVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 54 shares; 2025Q1: not loaded; 2025Q2: 2,286 shares; 2025Q3: 2,193 shares 2,193$176K<0.01%-93Timeline
IYEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,098 shares; 2024Q4: 2,195 shares; 2025Q1: not loaded; 2025Q2: 3,848 shares; 2025Q3: 3,694 shares 3,694$176K<0.01%-154Timeline
IBNICICI BK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,073 shares; 2024Q4: 4,033 shares; 2025Q1: not loaded; 2025Q2: 5,660 shares; 2025Q3: 5,787 shares 5,787$175K<0.01%+127Timeline
GCOWPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,561 shares; 2024Q4: 5,755 shares; 2025Q1: not loaded; 2025Q2: 4,398 shares; 2025Q3: 4,411 shares 4,411$175K<0.01%+13Timeline
CACICACI INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 4 shares; 2025Q1: not loaded; 2025Q2: 353 shares; 2025Q3: 350 shares 350$175K<0.01%-3Timeline
CLHCLEAN HARBORS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378 shares; 2024Q4: 401 shares; 2025Q1: not loaded; 2025Q2: 719 shares; 2025Q3: 751 shares 751$174K<0.01%+32Timeline
ASTSAST SPACEMOBILE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 438 shares; 2025Q1: not loaded; 2025Q2: 2,609 shares; 2025Q3: 3,545 shares 3,545$174K<0.01%+936Timeline
DEMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,872 shares; 2024Q4: 3,691 shares; 2025Q1: not loaded; 2025Q2: 3,740 shares; 2025Q3: 3,780 shares 3,780$174K<0.01%+40Timeline
STNESTONECO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 6 shares; 2025Q1: not loaded; 2025Q2: 9,177 shares; 2025Q3: 9,176 shares 9,176$174K<0.01%-1Timeline
FLGBFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,205 shares; 2024Q4: 6,252 shares; 2025Q1: not loaded; 2025Q2: 5,363 shares; 2025Q3: 5,363 shares 5,363$173K<0.01%0Timeline
AUGWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,421 shares; 2025Q1: not loaded; 2025Q2: 5,421 shares; 2025Q3: 5,421 shares 5,421$173K<0.01%0Timeline
FHIFEDERATED HERMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 2,347 shares; 2025Q3: 3,335 shares 3,335$173K<0.01%+988Timeline
FNDESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,167 shares; 2024Q4: 3,249 shares; 2025Q1: not loaded; 2025Q2: 4,765 shares; 2025Q3: 4,765 shares 4,765$172K<0.01%0Timeline
KNGZFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 3,800 shares; 2025Q1: not loaded; 2025Q2: 3,800 shares; 2025Q3: 4,800 shares 4,800$172K<0.01%+1,000Timeline
IGVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,384 shares; 2024Q4: 1,769 shares; 2025Q1: not loaded; 2025Q2: 1,679 shares; 2025Q3: 1,488 shares 1,488$171K<0.01%-191Timeline
ICFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,040 shares; 2024Q4: 1,043 shares; 2025Q1: not loaded; 2025Q2: 2,766 shares; 2025Q3: 2,768 shares 2,768$171K<0.01%+2Timeline
STTSTATE STR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,513 shares; 2024Q4: 1,425 shares; 2025Q1: not loaded; 2025Q2: 1,365 shares; 2025Q3: 1,470 shares 1,470$171K<0.01%+105Timeline
GMABGENMAB A/SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,886 shares; 2024Q4: 2,014 shares; 2025Q1: not loaded; 2025Q2: 1,956 shares; 2025Q3: 5,560 shares 5,560$171K<0.01%+3,604Timeline
QLTAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,729 shares; 2024Q4: 2,053 shares; 2025Q1: not loaded; 2025Q2: 2,932 shares; 2025Q3: 3,517 shares 3,517$170K<0.01%+585Timeline
DINOHF SINCLAIR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,605 shares; 2024Q4: 2,314 shares; 2025Q1: not loaded; 2025Q2: 2,345 shares; 2025Q3: 3,252 shares 3,252$170K<0.01%+907Timeline
PCGPG&E CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,177 shares; 2024Q4: 11,992 shares; 2025Q1: not loaded; 2025Q2: 11,317 shares; 2025Q3: 11,250 shares 11,250$170K<0.01%-67Timeline
EAELECTRONIC ARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 651 shares; 2024Q4: 670 shares; 2025Q1: not loaded; 2025Q2: 733 shares; 2025Q3: 840 shares 840$169K<0.01%+107Timeline
NDSNNORDSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 672 shares; 2024Q4: 444 shares; 2025Q1: not loaded; 2025Q2: 498 shares; 2025Q3: 746 shares 746$169K<0.01%+248Timeline
IXCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,710 shares; 2024Q4: 4,478 shares; 2025Q1: not loaded; 2025Q2: 4,011 shares; 2025Q3: 4,047 shares 4,047$169K<0.01%+36Timeline
JOBYJOBY AVIATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 100 shares; 2025Q3: 10,461 shares 10,461$169K<0.01%+10,361Timeline
CTRACOTERRA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,881 shares; 2024Q4: 11,406 shares; 2025Q1: not loaded; 2025Q2: 7,660 shares; 2025Q3: 7,136 shares 7,136$169K<0.01%-524Timeline
CHDCHURCH & DWIGHT CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,401 shares; 2024Q4: 2,190 shares; 2025Q1: not loaded; 2025Q2: 2,054 shares; 2025Q3: 1,926 shares 1,926$169K<0.01%-128Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,696 shares; 2024Q4: 576 shares; 2025Q1: not loaded; 2025Q2: 477 shares; 2025Q3: 1,405 shares 1,405$169K<0.01%+928Timeline
EVREVERCORE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 398 shares; 2025Q1: not loaded; 2025Q2: 123 shares; 2025Q3: 497 shares 497$168K<0.01%+374Timeline
PTYPIMCO CORPORATE & INCOME OPPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,333 shares; 2024Q4: 6,987 shares; 2025Q1: not loaded; 2025Q2: 11,503 shares; 2025Q3: 11,619 shares 11,619$168K<0.01%+116Timeline
HMCHONDA MOTOR CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,442 shares; 2024Q4: 1,799 shares; 2025Q1: not loaded; 2025Q2: 1,750 shares; 2025Q3: 5,427 shares 5,427$167K<0.01%+3,677Timeline
FXGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,599 shares; 2024Q4: 3,453 shares; 2025Q1: not loaded; 2025Q2: 2,640 shares; 2025Q3: 2,663 shares 2,663$167K<0.01%+23Timeline
JAJLINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,500 shares; 2025Q3: 5,815 shares 5,815$167K<0.01%+4,315Timeline
LUVSOUTHWEST AIRLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,462 shares; 2024Q4: 9,275 shares; 2025Q1: not loaded; 2025Q2: 5,770 shares; 2025Q3: 5,206 shares 5,206$166K<0.01%-564Timeline
ZBHZIMMER BIOMET HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,782 shares; 2024Q4: 1,785 shares; 2025Q1: not loaded; 2025Q2: 1,575 shares; 2025Q3: 1,686 shares 1,686$166K<0.01%+111Timeline
FDISFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 1,701 shares; 2025Q1: not loaded; 2025Q2: 1,582 shares; 2025Q3: 1,610 shares 1,610$166K<0.01%+28Timeline
INVESCO BULLETSHARES 2025 CBINVESCO BULLETSHARES 2025 CBQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,398 shares; 2024Q4: 33,608 shares; 2025Q1: not loaded; 2025Q2: 9,117 shares; 2025Q3: 7,978 shares 7,978$165K<0.01%-1,139
QQQJINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,662 shares; 2024Q4: 2,663 shares; 2025Q1: not loaded; 2025Q2: 5,121 shares; 2025Q3: 4,600 shares 4,600$165K<0.01%-521Timeline
CLOABLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: 1,194 shares; 2025Q1: not loaded; 2025Q2: 924 shares; 2025Q3: 3,167 shares 3,167$165K<0.01%+2,243Timeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,565 shares; 2024Q4: 1,930 shares; 2025Q1: not loaded; 2025Q2: 1,733 shares; 2025Q3: 1,526 shares 1,526$164K<0.01%-207Timeline
INFYINFOSYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,874 shares; 2024Q4: 7,594 shares; 2025Q1: not loaded; 2025Q2: 14,322 shares; 2025Q3: 10,084 shares 10,084$164K<0.01%-4,238Timeline
CIMCHIMERA INVT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,687 shares; 2024Q4: 4,374 shares; 2025Q1: not loaded; 2025Q2: 4,883 shares; 2025Q3: 12,387 shares 12,387$164K<0.01%+7,504Timeline
IDUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171 shares; 2024Q4: 171 shares; 2025Q1: not loaded; 2025Q2: 171 shares; 2025Q3: 1,477 shares 1,477$164K<0.01%+1,306Timeline
RSPSINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 5,552 shares; 2025Q3: 5,587 shares 5,587$163K<0.01%+35Timeline
WABWABTECQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,490 shares; 2024Q4: 1,501 shares; 2025Q1: not loaded; 2025Q2: 1,282 shares; 2025Q3: 814 shares 814$163K<0.01%-468Timeline
TEAMATLASSIAN CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 670 shares; 2024Q4: 787 shares; 2025Q1: not loaded; 2025Q2: 993 shares; 2025Q3: 1,019 shares 1,019$163K<0.01%+26Timeline
FLCAFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,483 shares; 2024Q4: 4,238 shares; 2025Q1: not loaded; 2025Q2: 3,576 shares; 2025Q3: 3,571 shares 3,571$162K<0.01%-5Timeline
PUIINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,509 shares; 2025Q1: not loaded; 2025Q2: 2,509 shares; 2025Q3: 3,509 shares 3,509$161K<0.01%+1,000Timeline
FIDIFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,751 shares; 2025Q1: not loaded; 2025Q2: 6,581 shares; 2025Q3: 6,583 shares 6,583$161K<0.01%+2Timeline
BYDBOYD GAMING CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270 shares; 2024Q4: 269 shares; 2025Q1: not loaded; 2025Q2: 218 shares; 2025Q3: 1,862 shares 1,862$161K<0.01%+1,644Timeline
BALLBALL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,664 shares; 2024Q4: 1,697 shares; 2025Q1: not loaded; 2025Q2: 3,083 shares; 2025Q3: 3,184 shares 3,184$161K<0.01%+101Timeline
IAIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 408 shares; 2024Q4: 453 shares; 2025Q1: not loaded; 2025Q2: 909 shares; 2025Q3: 902 shares 902$160K<0.01%-7Timeline
CNMCORE & MAIN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,440 shares; 2024Q4: 2,978 shares; 2025Q1: not loaded; 2025Q2: 3,000 shares; 2025Q3: 2,963 shares 2,963$159K<0.01%-37Timeline
GAPRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,035 shares; 2025Q1: not loaded; 2025Q2: 4,035 shares; 2025Q3: 4,035 shares 4,035$158K<0.01%0Timeline
FJANFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,650 shares; 2025Q1: not loaded; 2025Q2: 1,650 shares; 2025Q3: 3,157 shares 3,157$158K<0.01%+1,507Timeline
XTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,318 shares; 2024Q4: 2,318 shares; 2025Q1: not loaded; 2025Q2: 2,258 shares; 2025Q3: 2,200 shares 2,200$158K<0.01%-58Timeline
GTIPGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,086 shares; 2024Q4: 2,890 shares; 2025Q1: not loaded; 2025Q2: 3,153 shares; 2025Q3: 3,169 shares 3,169$158K<0.01%+16Timeline
OIHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,531 shares; 2024Q4: 1,587 shares; 2025Q1: not loaded; 2025Q2: 1,179 shares; 2025Q3: 608 shares 608$158K<0.01%-571Timeline
LENLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,539 shares; 2024Q4: 1,423 shares; 2025Q1: not loaded; 2025Q2: 1,439 shares; 2025Q3: 1,250 shares 1,250$158K<0.01%-189Timeline
LULULULULEMON ATHLETICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,536 shares; 2024Q4: 1,211 shares; 2025Q1: not loaded; 2025Q2: 1,064 shares; 2025Q3: 884 shares 884$157K<0.01%-180Timeline
SERVSERVE ROBOTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,000 shares; 2025Q3: 13,501 shares 13,501$157K<0.01%+12,501Timeline
ARANTERO RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,937 shares; 2024Q4: 5,323 shares; 2025Q1: not loaded; 2025Q2: 5,162 shares; 2025Q3: 4,672 shares 4,672$157K<0.01%-490Timeline
WLTGETF OPPORTUNITIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 4,483 shares 4,483$156K<0.01%newTimeline
FQALFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: 1,976 shares; 2025Q1: not loaded; 2025Q2: 2,087 shares; 2025Q3: 2,092 shares 2,092$156K<0.01%+5Timeline
RLYSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 846 shares; 2024Q4: 802 shares; 2025Q1: not loaded; 2025Q2: 5,029 shares; 2025Q3: 4,996 shares 4,996$154K<0.01%-33Timeline
SUSUNCOR ENERGY INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,382 shares; 2024Q4: 3,635 shares; 2025Q1: not loaded; 2025Q2: 4,069 shares; 2025Q3: 3,688 shares 3,688$154K<0.01%-381Timeline
IXNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,609 shares; 2024Q4: 1,594 shares; 2025Q1: not loaded; 2025Q2: 1,578 shares; 2025Q3: 1,492 shares 1,492$154K<0.01%-86Timeline
RIORIO TINTO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,370 shares; 2024Q4: 2,792 shares; 2025Q1: not loaded; 2025Q2: 3,321 shares; 2025Q3: 2,321 shares 2,321$153K<0.01%-1,000Timeline
TGLSTECNOGLASS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 53 shares; 2025Q1: not loaded; 2025Q2: 2,279 shares; 2025Q3: 2,281 shares 2,281$153K<0.01%+2Timeline
AEEAMEREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164 shares; 2024Q4: 167 shares; 2025Q1: not loaded; 2025Q2: 248 shares; 2025Q3: 1,462 shares 1,462$153K<0.01%+1,214Timeline
PWBINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,270 shares; 2024Q4: 1,215 shares; 2025Q1: not loaded; 2025Q2: 1,215 shares; 2025Q3: 1,215 shares 1,215$152K<0.01%0Timeline
DGRSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,040 shares; 2024Q4: 3,040 shares; 2025Q1: not loaded; 2025Q2: 3,040 shares; 2025Q3: 3,049 shares 3,049$152K<0.01%+9Timeline
CMACOMERICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,472 shares; 2024Q4: 2,361 shares; 2025Q1: not loaded; 2025Q2: 2,362 shares; 2025Q3: 2,220 shares 2,220$152K<0.01%-142Timeline
SBRASABRA HEALTH CARE REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,814 shares; 2024Q4: 12,836 shares; 2025Q1: not loaded; 2025Q2: 13,169 shares; 2025Q3: 8,130 shares 8,130$152K<0.01%-5,039Timeline
SRADSPORTRADAR GROUP AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390 shares; 2024Q4: 390 shares; 2025Q1: not loaded; 2025Q2: 4,285 shares; 2025Q3: 5,624 shares 5,624$151K<0.01%+1,339Timeline
IDUBETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,818 shares; 2024Q4: 7,216 shares; 2025Q1: not loaded; 2025Q2: 7,091 shares; 2025Q3: 6,414 shares 6,414$151K<0.01%-677Timeline
PNWPINNACLE WEST CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,442 shares; 2024Q4: 1,598 shares; 2025Q1: not loaded; 2025Q2: 1,733 shares; 2025Q3: 1,682 shares 1,682$151K<0.01%-51Timeline
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: 3,050 shares; 2024Q4: 2,850 shares; 2025Q1: not loaded; 2025Q2: 2,850 shares; 2025Q3: 2,840 shares 2,840$151K<0.01%-10Timeline
RIVNRIVIAN AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,610 shares; 2024Q4: 25,341 shares; 2025Q1: not loaded; 2025Q2: 10,659 shares; 2025Q3: 10,269 shares 10,269$151K<0.01%-390Timeline
AUBATLANTIC UN BANKSHARES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,557 shares; 2024Q4: 6,524 shares; 2025Q1: not loaded; 2025Q2: 4,219 shares; 2025Q3: 4,269 shares 4,269$151K<0.01%+50Timeline
REETISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,847 shares; 2024Q4: 8,195 shares; 2025Q1: not loaded; 2025Q2: 5,568 shares; 2025Q3: 5,888 shares 5,888$150K<0.01%+320Timeline
EWUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,994 shares; 2024Q4: 2,632 shares; 2025Q1: not loaded; 2025Q2: 2,276 shares; 2025Q3: 3,575 shares 3,575$150K<0.01%+1,299Timeline
PHYLPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,956 shares; 2024Q4: 5,351 shares; 2025Q1: not loaded; 2025Q2: 3,988 shares; 2025Q3: 4,192 shares 4,192$150K<0.01%+204Timeline
SWXSOUTHWEST GAS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,146 shares; 2024Q4: 1,895 shares; 2025Q1: not loaded; 2025Q2: 1,903 shares; 2025Q3: 1,903 shares 1,903$149K<0.01%0Timeline
XETYXEATON VANCE TAX-MANAGED DIVEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,920 shares; 2024Q4: 18,703 shares; 2025Q1: not loaded; 2025Q2: 9,282 shares; 2025Q3: 9,357 shares 9,357$149K<0.01%+75Timeline
ZETAZETA GLOBAL HOLDINGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: not loaded; 2025Q2: 4,183 shares; 2025Q3: 7,485 shares 7,485$149K<0.01%+3,302Timeline
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: 258 shares; 2024Q4: 258 shares; 2025Q1: not loaded; 2025Q2: 864 shares; 2025Q3: 2,337 shares 2,337$149K<0.01%+1,473Timeline
BWXTBWX TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 140 shares; 2025Q1: not loaded; 2025Q2: 119 shares; 2025Q3: 804 shares 804$148K<0.01%+685Timeline
NTRANATERA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280 shares; 2024Q4: 434 shares; 2025Q1: not loaded; 2025Q2: 813 shares; 2025Q3: 920 shares 920$148K<0.01%+107Timeline
USXFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,752 shares; 2024Q4: 2,089 shares; 2025Q1: not loaded; 2025Q2: 3,398 shares; 2025Q3: 2,576 shares 2,576$148K<0.01%-822Timeline
MWAMUELLER WTR PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,962 shares; 2024Q4: 5,778 shares; 2025Q1: not loaded; 2025Q2: 6,079 shares; 2025Q3: 5,778 shares 5,778$147K<0.01%-301Timeline
LDURPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328 shares; 2024Q4: 328 shares; 2025Q1: not loaded; 2025Q2: 1,529 shares; 2025Q3: 1,527 shares 1,527$147K<0.01%-2Timeline
UNGUNITED STS NAT GAS FD LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: not loaded; 2025Q2: 6 shares; 2025Q3: 11,218 shares 11,218$147K<0.01%+11,212Timeline
ESGFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 950 shares 950$147K<0.01%newTimeline
MGMTUNIFIED SER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 3,322 shares; 2025Q3: 3,322 shares 3,322$146K<0.01%0Timeline
BBARRICK MNG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 5,147 shares; 2025Q3: 4,456 shares 4,456$146K<0.01%-691Timeline
GSWOGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,145 shares; 2024Q4: 2,350 shares; 2025Q1: not loaded; 2025Q2: 2,390 shares; 2025Q3: 2,553 shares 2,553$145K<0.01%+163Timeline
CNPCENTERPOINT ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,056 shares; 2024Q4: 880 shares; 2025Q1: not loaded; 2025Q2: 3,436 shares; 2025Q3: 3,745 shares 3,745$145K<0.01%+309Timeline
DORMDORMAN PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 57 shares; 2025Q1: not loaded; 2025Q2: 254 shares; 2025Q3: 931 shares 931$145K<0.01%+677Timeline
DSIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,226 shares; 2024Q4: 2,232 shares; 2025Q1: not loaded; 2025Q2: 1,447 shares; 2025Q3: 1,151 shares 1,151$145K<0.01%-296Timeline
VSMVVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 2,992 shares; 2025Q3: 2,691 shares 2,691$144K<0.01%-301Timeline
WIXWIX COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161 shares; 2024Q4: 219 shares; 2025Q1: not loaded; 2025Q2: 486 shares; 2025Q3: 812 shares 812$144K<0.01%+326Timeline
WTSWATTS WATER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 519 shares; 2024Q4: 443 shares; 2025Q1: not loaded; 2025Q2: 504 shares; 2025Q3: 516 shares 516$144K<0.01%+12Timeline
APIETRUST FOR PROFESSIONAL MANAGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 621 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 4,045 shares 4,045$144K<0.01%newTimeline
JIVEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 150 shares; 2025Q3: 1,901 shares 1,901$143K<0.01%+1,751Timeline
EWWISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 656 shares; 2024Q4: 9 shares; 2025Q1: not loaded; 2025Q2: 2,113 shares; 2025Q3: 2,100 shares 2,100$143K<0.01%-13Timeline
HOLXHOLOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,883 shares; 2024Q4: 2,175 shares; 2025Q1: not loaded; 2025Q2: 2,632 shares; 2025Q3: 2,120 shares 2,120$143K<0.01%-512Timeline
FDLOFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 2,148 shares; 2025Q1: not loaded; 2025Q2: 2,160 shares; 2025Q3: 2,166 shares 2,166$143K<0.01%+6Timeline
SPGMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,233 shares; 2024Q4: 1,246 shares; 2025Q1: not loaded; 2025Q2: 1,332 shares; 2025Q3: 1,884 shares 1,884$141K<0.01%+552Timeline
METCRAMACO RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: not loaded; 2025Q2: 2,000 shares; 2025Q3: 4,250 shares 4,250$141K<0.01%+2,250Timeline
OGEOGE ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 386 shares; 2025Q1: not loaded; 2025Q2: 433 shares; 2025Q3: 3,047 shares 3,047$141K<0.01%+2,614Timeline
RODMLATTICE STRATEGIES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,862 shares; 2024Q4: 3,862 shares; 2025Q1: not loaded; 2025Q2: 3,964 shares; 2025Q3: 3,964 shares 3,964$141K<0.01%0Timeline
EWIISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,849 shares; 2024Q4: 3,142 shares; 2025Q1: not loaded; 2025Q2: 2,798 shares; 2025Q3: 2,704 shares 2,704$140K<0.01%-94Timeline
T-Rex 2X Long MSTR Daily Ta…T-Rex 2X Long MSTR Daily Target E…Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,960 shares; 2025Q1: not loaded; 2025Q2: 19,660 shares; 2025Q3: 30,060 shares 30,060$140K<0.01%+10,400
ARKQARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 585 shares; 2024Q4: 585 shares; 2025Q1: not loaded; 2025Q2: 2,446 shares; 2025Q3: 1,251 shares 1,251$140K<0.01%-1,195Timeline
DGXQUEST DIAGNOSTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382 shares; 2024Q4: 555 shares; 2025Q1: not loaded; 2025Q2: 1,037 shares; 2025Q3: 730 shares 730$139K<0.01%-307Timeline
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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 1,846 shares 1,846$139K<0.01%newTimeline
EQTEQT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,447 shares; 2024Q4: 2,696 shares; 2025Q1: not loaded; 2025Q2: 2,755 shares; 2025Q3: 2,555 shares 2,555$139K<0.01%-200Timeline
WMSADVANCED DRAIN SYS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 762 shares; 2024Q4: 633 shares; 2025Q1: not loaded; 2025Q2: 998 shares; 2025Q3: 1,000 shares 1,000$139K<0.01%+2Timeline
FTSLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,319 shares; 2024Q4: 2,954 shares; 2025Q1: not loaded; 2025Q2: 3,288 shares; 2025Q3: 3,023 shares 3,023$139K<0.01%-265Timeline
BBNBLACKROCK TAX MUNICPAL BD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 8,311 shares; 2025Q3: 8,311 shares 8,311$138K<0.01%0Timeline
EEMSISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,272 shares; 2024Q4: 2,290 shares; 2025Q1: not loaded; 2025Q2: 2,030 shares; 2025Q3: 2,030 shares 2,030$138K<0.01%0Timeline
XJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,124 shares; 2025Q1: not loaded; 2025Q2: 4,517 shares; 2025Q3: 3,141 shares 3,141$138K<0.01%-1,376Timeline
NWPXNWPX INFRASTRUCTURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,110 shares; 2024Q4: 2,597 shares; 2025Q1: not loaded; 2025Q2: 2,597 shares; 2025Q3: 2,597 shares 2,597$137K<0.01%0Timeline
CNEQTHE ALGER ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 3,878 shares 3,878$136K<0.01%newTimeline
EIPXFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,006 shares; 2024Q4: 5,208 shares; 2025Q1: not loaded; 2025Q2: 5,208 shares; 2025Q3: 5,208 shares 5,208$136K<0.01%0Timeline
TAKTAKEDA PHARMACEUTICAL CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,173 shares; 2024Q4: 556 shares; 2025Q1: not loaded; 2025Q2: 50,474 shares; 2025Q3: 9,304 shares 9,304$136K<0.01%-41,170Timeline
PFGPRINCIPAL FINANCIAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,542 shares; 2024Q4: 1,230 shares; 2025Q1: not loaded; 2025Q2: 1,633 shares; 2025Q3: 1,642 shares 1,642$136K<0.01%+9Timeline
BOTZGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,748 shares; 2024Q4: 4,968 shares; 2025Q1: not loaded; 2025Q2: 2,314 shares; 2025Q3: 3,841 shares 3,841$136K<0.01%+1,527Timeline
PENGPENGUIN SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 5,142 shares 5,142$135K<0.01%newTimeline
SMART GLOBAL HLDGS INCSMART GLOBAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 138 shares; 2025Q1: not loaded; 2025Q2: 138 shares; 2025Q3: 5,142 shares 5,142$135K<0.01%+5,004
WNS HLDGS LTD COM SHSWNS HLDGS LTD COM SHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 94 shares; 2025Q1: not loaded; 2025Q2: 99 shares; 2025Q3: 1,768 shares 1,768$135K<0.01%+1,669
EVLVEVOLV TECHNOLOGIES HLDNGS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,000 shares; 2024Q4: 17,000 shares; 2025Q1: not loaded; 2025Q2: 17,845 shares; 2025Q3: 17,845 shares 17,845$135K<0.01%0Timeline
EDVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,729 shares; 2024Q4: 1,937 shares; 2025Q1: not loaded; 2025Q2: 1,812 shares; 2025Q3: 1,961 shares 1,961$134K<0.01%+149Timeline
FPFFIRST TR INTER DURATN PFD &Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,433 shares; 2024Q4: 6,569 shares; 2025Q1: not loaded; 2025Q2: 6,861 shares; 2025Q3: 7,005 shares 7,005$134K<0.01%+144Timeline
AOSSMITH A O CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,507 shares; 2024Q4: 1,277 shares; 2025Q1: not loaded; 2025Q2: 1,870 shares; 2025Q3: 1,826 shares 1,826$134K<0.01%-44Timeline
IEXIDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 768 shares; 2024Q4: 701 shares; 2025Q1: not loaded; 2025Q2: 840 shares; 2025Q3: 823 shares 823$134K<0.01%-17Timeline
CSQCALAMOS STRATEGIC TOTAL RETUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,802 shares; 2024Q4: 9,895 shares; 2025Q1: not loaded; 2025Q2: 6,873 shares; 2025Q3: 6,939 shares 6,939$134K<0.01%+66Timeline
RFREGIONS FINANCIAL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,993 shares; 2024Q4: 5,302 shares; 2025Q1: not loaded; 2025Q2: 5,103 shares; 2025Q3: 5,069 shares 5,069$134K<0.01%-34Timeline
APCBTRUST FOR PROFESSIONAL MANAGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 232 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 4,475 shares 4,475$134K<0.01%newTimeline
SIVRABRDN SILVER ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 3,000 shares 3,000$133K<0.01%newTimeline
JXNJACKSON FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,901 shares; 2024Q4: 1,808 shares; 2025Q1: not loaded; 2025Q2: 1,589 shares; 2025Q3: 1,311 shares 1,311$133K<0.01%-278Timeline
BMIBADGER METER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 879 shares; 2024Q4: 760 shares; 2025Q1: not loaded; 2025Q2: 754 shares; 2025Q3: 740 shares 740$132K<0.01%-14Timeline
RSPDINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,672 shares; 2025Q1: not loaded; 2025Q2: 2,674 shares; 2025Q3: 2,289 shares 2,289$132K<0.01%-385Timeline
CRSCARPENTER TECHNOLOGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 37 shares; 2025Q1: not loaded; 2025Q2: 88 shares; 2025Q3: 537 shares 537$132K<0.01%+449Timeline
IMVPINVESCO INDIA EXCHANGE-TRADEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,250 shares; 2024Q4: 5,250 shares; 2025Q1: not loaded; 2025Q2: 5,250 shares; 2025Q3: 5,250 shares 5,250$132K<0.01%0Timeline
PRIMPRIMORIS SVCS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 78 shares; 2025Q1: not loaded; 2025Q2: 266 shares; 2025Q3: 958 shares 958$132K<0.01%+692Timeline
MCHIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,261 shares; 2024Q4: 2,570 shares; 2025Q1: not loaded; 2025Q2: 2,163 shares; 2025Q3: 1,996 shares 1,996$131K<0.01%-167Timeline
BSCSINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,526 shares; 2024Q4: 2,826 shares; 2025Q1: not loaded; 2025Q2: 2,826 shares; 2025Q3: 6,380 shares 6,380$131K<0.01%+3,554Timeline
ALGMALLEGRO MICROSYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 101 shares; 2025Q1: not loaded; 2025Q2: 121 shares; 2025Q3: 4,494 shares 4,494$131K<0.01%+4,373Timeline
NDAQNASDAQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 928 shares; 2024Q4: 907 shares; 2025Q1: not loaded; 2025Q2: 1,204 shares; 2025Q3: 1,479 shares 1,479$131K<0.01%+275Timeline
LNNLINDSAY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 839 shares; 2024Q4: 925 shares; 2025Q1: not loaded; 2025Q2: 925 shares; 2025Q3: 925 shares 925$130K<0.01%0Timeline
ZWSZURN ELKAY WATER SOLNS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,294 shares; 2024Q4: 2,725 shares; 2025Q1: not loaded; 2025Q2: 2,762 shares; 2025Q3: 2,762 shares 2,762$130K<0.01%0Timeline
BDVLBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 5,178 shares 5,178$129K<0.01%newTimeline
MKCMCCORMICK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,398 shares; 2024Q4: 1,403 shares; 2025Q1: not loaded; 2025Q2: 1,923 shares; 2025Q3: 1,934 shares 1,934$129K<0.01%+11Timeline
BRKRBRUKER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,409 shares; 2024Q4: 5,135 shares; 2025Q1: not loaded; 2025Q2: 3,759 shares; 2025Q3: 3,978 shares 3,978$129K<0.01%+219Timeline
BRXBRIXMOR PPTY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 4,116 shares; 2025Q1: not loaded; 2025Q2: 4,668 shares; 2025Q3: 4,669 shares 4,669$129K<0.01%+1Timeline
IGRCBRE GBL REAL ESTATE INC FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,896 shares; 2024Q4: 22,281 shares; 2025Q1: not loaded; 2025Q2: 22,286 shares; 2025Q3: 25,114 shares 25,114$129K<0.01%+2,828Timeline
BUFQFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 540 shares; 2024Q4: 2,154 shares; 2025Q1: not loaded; 2025Q2: 3,697 shares; 2025Q3: 3,703 shares 3,703$129K<0.01%+6Timeline
CIONCION INVT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,857 shares; 2024Q4: 12,998 shares; 2025Q1: not loaded; 2025Q2: 13,410 shares; 2025Q3: 13,600 shares 13,600$129K<0.01%+190Timeline
MLMMARTIN MARIETTA MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 844 shares; 2024Q4: 357 shares; 2025Q1: not loaded; 2025Q2: 312 shares; 2025Q3: 204 shares 204$129K<0.01%-108Timeline
FYBRFRONTIER COMMUNICATIONS PAREQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: not loaded; 2025Q2: 114 shares; 2025Q3: 3,442 shares 3,442$129K<0.01%+3,328Timeline
ALEALLETE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 8 shares; 2025Q1: not loaded; 2025Q2: 89 shares; 2025Q3: 1,935 shares 1,935$128K<0.01%+1,846Timeline
BZKANZHUN LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 28 shares; 2025Q1: not loaded; 2025Q2: 94 shares; 2025Q3: 5,492 shares 5,492$128K<0.01%+5,398Timeline
PEVERPURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,332 shares; 2024Q4: 1,981 shares; 2025Q1: not loaded; 2025Q2: 1,368 shares; 2025Q3: 1,530 shares 1,530$128K<0.01%+162Timeline
CBRECBRE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 789 shares; 2024Q4: 982 shares; 2025Q1: not loaded; 2025Q2: 702 shares; 2025Q3: 813 shares 813$128K<0.01%+111Timeline
WOODISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,158 shares; 2024Q4: 1,111 shares; 2025Q1: not loaded; 2025Q2: 1,371 shares; 2025Q3: 1,742 shares 1,742$128K<0.01%+371Timeline
FIDUFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 1,561 shares; 2025Q1: not loaded; 2025Q2: 1,554 shares; 2025Q3: 1,559 shares 1,559$128K<0.01%+5Timeline
TXNMTXNM ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 13 shares; 2025Q1: not loaded; 2025Q2: 92 shares; 2025Q3: 2,258 shares 2,258$128K<0.01%+2,166Timeline
SEICSEI INVTS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,281 shares; 2024Q4: 1,450 shares; 2025Q1: not loaded; 2025Q2: 1,458 shares; 2025Q3: 1,501 shares 1,501$127K<0.01%+43Timeline
VRSNVERISIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328 shares; 2024Q4: 308 shares; 2025Q1: not loaded; 2025Q2: 478 shares; 2025Q3: 455 shares 455$127K<0.01%-23Timeline
FEZSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,414 shares; 2024Q4: 2,230 shares; 2025Q1: not loaded; 2025Q2: 2,382 shares; 2025Q3: 2,046 shares 2,046$127K<0.01%-336Timeline
FTSFORTIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 94 shares; 2025Q3: 2,497 shares 2,497$127K<0.01%+2,403Timeline
IDEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,485 shares; 2024Q4: 2,936 shares; 2025Q1: not loaded; 2025Q2: 1,531 shares; 2025Q3: 1,579 shares 1,579$127K<0.01%+48Timeline
OSCVETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,251 shares; 2024Q4: 3,333 shares; 2025Q1: not loaded; 2025Q2: 3,467 shares; 2025Q3: 3,307 shares 3,307$126K<0.01%-160Timeline
IBTJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,289 shares; 2024Q4: 2,289 shares; 2025Q1: not loaded; 2025Q2: 2,289 shares; 2025Q3: 5,756 shares 5,756$126K<0.01%+3,467Timeline
BSCQINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,017 shares; 2024Q4: 33,783 shares; 2025Q1: not loaded; 2025Q2: 8,237 shares; 2025Q3: 6,412 shares 6,412$125K<0.01%-1,825Timeline
HCIHCI GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 37 shares; 2025Q1: not loaded; 2025Q2: 37 shares; 2025Q3: 653 shares 653$125K<0.01%+616Timeline
ARMARM HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,478 shares; 2024Q4: 1,880 shares; 2025Q1: not loaded; 2025Q2: 747 shares; 2025Q3: 885 shares 885$125K<0.01%+138Timeline
BBJPJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,494 shares; 2024Q4: 2,451 shares; 2025Q1: not loaded; 2025Q2: 1,888 shares; 2025Q3: 1,884 shares 1,884$125K<0.01%-4Timeline
LVHDLEGG MASON ETF INVTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,012 shares; 2024Q4: 3,012 shares; 2025Q1: not loaded; 2025Q2: 3,012 shares; 2025Q3: 3,019 shares 3,019$125K<0.01%+7Timeline
MDIVFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,778 shares; 2024Q4: 7,778 shares; 2025Q1: not loaded; 2025Q2: 7,778 shares; 2025Q3: 7,778 shares 7,778$125K<0.01%0Timeline
COPXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,496 shares; 2024Q4: 1,906 shares; 2025Q1: not loaded; 2025Q2: 2,677 shares; 2025Q3: 2,085 shares 2,085$125K<0.01%-592Timeline
FXNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,436 shares; 2024Q4: 5,476 shares; 2025Q1: not loaded; 2025Q2: 7,614 shares; 2025Q3: 7,633 shares 7,633$124K<0.01%+19Timeline
SSNCSS&C TECH HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,268 shares; 2024Q4: 1,417 shares; 2025Q1: not loaded; 2025Q2: 1,644 shares; 2025Q3: 1,400 shares 1,400$124K<0.01%-244Timeline
REGLPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 142 shares; 2025Q1: not loaded; 2025Q2: 1,453 shares; 2025Q3: 1,453 shares 1,453$124K<0.01%0Timeline
GNOVFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,250 shares; 2025Q1: not loaded; 2025Q2: 3,250 shares; 2025Q3: 3,250 shares 3,250$124K<0.01%0Timeline
EWZISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,361 shares; 2024Q4: 61 shares; 2025Q1: not loaded; 2025Q2: 3,580 shares; 2025Q3: 3,975 shares 3,975$123K<0.01%+395Timeline
EELVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,358 shares; 2024Q4: 3,435 shares; 2025Q1: not loaded; 2025Q2: 4,606 shares; 2025Q3: 4,627 shares 4,627$123K<0.01%+21Timeline
EFXEQUIFAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 432 shares; 2024Q4: 411 shares; 2025Q1: not loaded; 2025Q2: 451 shares; 2025Q3: 480 shares 480$123K<0.01%+29Timeline
ROUSLATTICE STRATEGIES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,528 shares; 2024Q4: 194,488 shares; 2025Q1: not loaded; 2025Q2: 2,295 shares; 2025Q3: 2,140 shares 2,140$123K<0.01%-155Timeline
RGAREINSURANCE GROUP AMER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 773 shares; 2024Q4: 1,312 shares; 2025Q1: not loaded; 2025Q2: 1,160 shares; 2025Q3: 639 shares 639$123K<0.01%-521Timeline
EARNELLINGTON CREDIT COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,190 shares; 2025Q1: not loaded; 2025Q2: 33,000 shares; 2025Q3: 22,500 shares 22,500$123K<0.01%-10,500Timeline
ALABASTERA LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 293 shares; 2025Q1: not loaded; 2025Q2: 969 shares; 2025Q3: 626 shares 626$123K<0.01%-343Timeline
XJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,829 shares; 2024Q4: 2,856 shares; 2025Q1: not loaded; 2025Q2: 2,867 shares; 2025Q3: 2,877 shares 2,877$122K<0.01%+10Timeline
SUZSUZANO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 567 shares; 2025Q3: 12,964 shares 12,964$122K<0.01%+12,397Timeline
YETIYETI HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,637 shares; 2024Q4: 3,710 shares; 2025Q1: not loaded; 2025Q2: 3,644 shares; 2025Q3: 3,644 shares 3,644$121K<0.01%0Timeline
AOMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,965 shares; 2024Q4: 2,610 shares; 2025Q1: not loaded; 2025Q2: 2,345 shares; 2025Q3: 2,534 shares 2,534$121K<0.01%+189Timeline
USRTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,914 shares; 2024Q4: 1,915 shares; 2025Q1: not loaded; 2025Q2: 2,251 shares; 2025Q3: 2,052 shares 2,052$120K<0.01%-199Timeline
SJMSMUCKER J M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 605 shares; 2024Q4: 607 shares; 2025Q1: not loaded; 2025Q2: 1,192 shares; 2025Q3: 1,106 shares 1,106$120K<0.01%-86Timeline
FDSFACTSET RESH SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 279 shares; 2025Q1: not loaded; 2025Q2: 423 shares; 2025Q3: 419 shares 419$120K<0.01%-4Timeline
TANINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 752 shares; 2024Q4: 1,117 shares; 2025Q1: not loaded; 2025Q2: 1,196 shares; 2025Q3: 2,752 shares 2,752$120K<0.01%+1,556Timeline
FNXFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 801 shares; 2024Q4: 953 shares; 2025Q1: not loaded; 2025Q2: 956 shares; 2025Q3: 957 shares 957$120K<0.01%+1Timeline
OCTWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,119 shares; 2025Q1: not loaded; 2025Q2: 3,251 shares; 2025Q3: 3,119 shares 3,119$120K<0.01%-132Timeline
CELHCELSIUS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,317 shares; 2024Q4: 1,259 shares; 2025Q1: not loaded; 2025Q2: 3,298 shares; 2025Q3: 2,076 shares 2,076$119K<0.01%-1,222Timeline
RECSCOLUMBIA ETF TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,670 shares; 2025Q1: not loaded; 2025Q2: 2,732 shares; 2025Q3: 2,947 shares 2,947$119K<0.01%+215Timeline
POWAINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: not loaded; 2025Q2: 1,310 shares; 2025Q3: 1,310 shares 1,310$119K<0.01%0Timeline
BABINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 552 shares; 2024Q4: 590 shares; 2025Q1: not loaded; 2025Q2: 4,334 shares; 2025Q3: 4,334 shares 4,334$118K<0.01%0Timeline
FELCFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 763 shares; 2024Q4: 783 shares; 2025Q1: not loaded; 2025Q2: 2,954 shares; 2025Q3: 3,168 shares 3,168$118K<0.01%+214Timeline
PXIINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,013 shares; 2025Q1: not loaded; 2025Q2: 2,513 shares; 2025Q3: 2,513 shares 2,513$118K<0.01%0Timeline
RISNNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 3,927 shares; 2025Q3: 3,927 shares 3,927$117K<0.01%0Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,405 shares; 2024Q4: 1,261 shares; 2025Q1: not loaded; 2025Q2: 1,825 shares; 2025Q3: 1,745 shares 1,745$117K<0.01%-80Timeline
WTRGESSENTIAL UTILS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,919 shares; 2024Q4: 2,887 shares; 2025Q1: not loaded; 2025Q2: 3,127 shares; 2025Q3: 2,932 shares 2,932$117K<0.01%-195Timeline
RGLDROYAL GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 478 shares; 2024Q4: 479 shares; 2025Q1: not loaded; 2025Q2: 611 shares; 2025Q3: 583 shares 583$117K<0.01%-28Timeline
KHCKRAFT HEINZ COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,711 shares; 2024Q4: 3,893 shares; 2025Q1: not loaded; 2025Q2: 13,091 shares; 2025Q3: 4,484 shares 4,484$117K<0.01%-8,607Timeline
HUTHUT 8 CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,228 shares; 2024Q4: 9,428 shares; 2025Q1: not loaded; 2025Q2: 1,328 shares; 2025Q3: 3,349 shares 3,349$117K<0.01%+2,021Timeline
AREALEXANDRIA REAL ESTATE EQ INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 803 shares; 2025Q1: not loaded; 2025Q2: 1,291 shares; 2025Q3: 1,386 shares 1,386$115K<0.01%+95Timeline
RJFRAYMOND JAMES FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,542 shares; 2024Q4: 1,385 shares; 2025Q1: not loaded; 2025Q2: 597 shares; 2025Q3: 668 shares 668$115K<0.01%+71Timeline
KEYSKEYSIGHT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,719 shares; 2024Q4: 1,553 shares; 2025Q1: not loaded; 2025Q2: 645 shares; 2025Q3: 657 shares 657$115K<0.01%+12Timeline
DTDWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242 shares; 2024Q4: 242 shares; 2025Q1: not loaded; 2025Q2: 1,362 shares; 2025Q3: 1,368 shares 1,368$115K<0.01%+6Timeline
NINISOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,055 shares; 2024Q4: 2,239 shares; 2025Q1: not loaded; 2025Q2: 2,664 shares; 2025Q3: 2,649 shares 2,649$115K<0.01%-15Timeline
SPXSDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 3,014 shares 3,014$115K<0.01%newTimeline
Direxion Daily S&P 500 Bear…Direxion Daily S&P 500 Bear 3X Sh…Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: not loaded; 2025Q2: 48 shares; 2025Q3: 3,014 shares 3,014$115K<0.01%+2,966
LVSLAS VEGAS SANDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,144 shares; 2024Q4: 3,995 shares; 2025Q1: not loaded; 2025Q2: 2,262 shares; 2025Q3: 2,128 shares 2,128$114K<0.01%-134Timeline
XSEPFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,750 shares; 2025Q1: not loaded; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares 2,750$114K<0.01%0Timeline
HLNHALEON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,568 shares; 2024Q4: 13,168 shares; 2025Q1: not loaded; 2025Q2: 15,977 shares; 2025Q3: 12,746 shares 12,746$114K<0.01%-3,231Timeline
VMCVULCAN MATLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,497 shares; 2024Q4: 1,281 shares; 2025Q1: not loaded; 2025Q2: 423 shares; 2025Q3: 371 shares 371$114K<0.01%-52Timeline
WIPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,174 shares; 2024Q4: 2,884 shares; 2025Q1: not loaded; 2025Q2: 2,897 shares; 2025Q3: 2,907 shares 2,907$114K<0.01%+10Timeline
MUFGMITSUBISHI UFJ FINANCIAL GROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,115 shares; 2024Q4: 4,060 shares; 2025Q1: not loaded; 2025Q2: 6,067 shares; 2025Q3: 7,131 shares 7,131$114K<0.01%+1,064Timeline
BBDCBARINGS BDC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,964 shares; 2024Q4: 12,964 shares; 2025Q1: not loaded; 2025Q2: 12,964 shares; 2025Q3: 12,964 shares 12,964$114K<0.01%0Timeline
LYBLYONDELLBASELL INDUSTRIES NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,394 shares; 2024Q4: 1,929 shares; 2025Q1: not loaded; 2025Q2: 1,577 shares; 2025Q3: 2,312 shares 2,312$113K<0.01%+735Timeline
BUDANHEUSER BUSCH INBEV SA NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,845 shares; 2024Q4: 9,182 shares; 2025Q1: not loaded; 2025Q2: 2,224 shares; 2025Q3: 1,901 shares 1,901$113K<0.01%-323Timeline
VPLVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 760 shares; 2024Q4: 638 shares; 2025Q1: not loaded; 2025Q2: 2,343 shares; 2025Q3: 1,278 shares 1,278$112K<0.01%-1,065Timeline
MARMFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 3,431 shares 3,431$112K<0.01%newTimeline
OLEDUNIVERSAL DISPLAY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 624 shares; 2024Q4: 637 shares; 2025Q1: not loaded; 2025Q2: 133 shares; 2025Q3: 778 shares 778$112K<0.01%+645Timeline
SWKSSKYWORKS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,127 shares; 2024Q4: 2,043 shares; 2025Q1: not loaded; 2025Q2: 1,601 shares; 2025Q3: 1,442 shares 1,442$111K<0.01%-159Timeline
MFGMIZUHO FINANCIAL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,805 shares; 2024Q4: 3,014 shares; 2025Q1: not loaded; 2025Q2: 58,919 shares; 2025Q3: 16,483 shares 16,483$110K<0.01%-42,436Timeline
BTCWWISDOMTREE BITCOIN FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: not loaded; 2025Q2: 900 shares; 2025Q3: 900 shares 900$109K<0.01%0Timeline
AVBAVALONBAY CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221 shares; 2024Q4: 544 shares; 2025Q1: not loaded; 2025Q2: 498 shares; 2025Q3: 564 shares 564$109K<0.01%+66Timeline
FAPRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,500 shares; 2025Q1: not loaded; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares 2,500$109K<0.01%0Timeline
OPENOPENDOOR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,175 shares; 2024Q4: 6,095 shares; 2025Q1: not loaded; 2025Q2: 3,340 shares; 2025Q3: 13,640 shares 13,640$109K<0.01%+10,300Timeline
IYTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 1,567 shares; 2025Q1: not loaded; 2025Q2: 1,517 shares; 2025Q3: 1,509 shares 1,509$108K<0.01%-8Timeline
DRSKETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,823 shares; 2024Q4: 4,005 shares; 2025Q1: not loaded; 2025Q2: 3,905 shares; 2025Q3: 3,742 shares 3,742$108K<0.01%-163Timeline
HYSPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 770 shares; 2025Q1: not loaded; 2025Q2: 1,121 shares; 2025Q3: 1,125 shares 1,125$108K<0.01%+4Timeline
CARTMAPLEBEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64 shares; 2025Q1: not loaded; 2025Q2: 3,340 shares; 2025Q3: 2,922 shares 2,922$107K<0.01%-418Timeline
RBCRBC BEARINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174 shares; 2024Q4: 157 shares; 2025Q1: not loaded; 2025Q2: 277 shares; 2025Q3: 275 shares 275$107K<0.01%-2Timeline
FFIVF5 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 318 shares; 2025Q1: not loaded; 2025Q2: 339 shares; 2025Q3: 332 shares 332$107K<0.01%-7Timeline
IYHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,920 shares; 2024Q4: 1,535 shares; 2025Q1: not loaded; 2025Q2: 1,825 shares; 2025Q3: 1,826 shares 1,826$107K<0.01%+1Timeline
RPMRPM INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 995 shares; 2024Q4: 1,056 shares; 2025Q1: not loaded; 2025Q2: 903 shares; 2025Q3: 905 shares 905$107K<0.01%+2Timeline
DIALCOLUMBIA ETF TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,629 shares; 2024Q4: 5,629 shares; 2025Q1: not loaded; 2025Q2: 5,748 shares; 2025Q3: 5,748 shares 5,748$106K<0.01%0Timeline
HUMHUMANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 484 shares; 2024Q4: 425 shares; 2025Q1: not loaded; 2025Q2: 394 shares; 2025Q3: 406 shares 406$106K<0.01%+12Timeline
STEWSRH TOTAL RETURN FUND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,609 shares; 2024Q4: 5,650 shares; 2025Q1: not loaded; 2025Q2: 5,743 shares; 2025Q3: 5,787 shares 5,787$105K<0.01%+44Timeline
WYNNWYNN RESORTS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 856 shares; 2024Q4: 527 shares; 2025Q1: not loaded; 2025Q2: 684 shares; 2025Q3: 818 shares 818$105K<0.01%+134Timeline
SFMSPROUTS FMRS MKT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 289 shares; 2025Q1: not loaded; 2025Q2: 831 shares; 2025Q3: 963 shares 963$105K<0.01%+132Timeline
ABRARBOR REALTY TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,409 shares; 2024Q4: 22,943 shares; 2025Q1: not loaded; 2025Q2: 12,279 shares; 2025Q3: 8,573 shares 8,573$105K<0.01%-3,706Timeline
TNKTEEKAY TANKERS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: not loaded; 2025Q2: 786 shares; 2025Q3: 2,064 shares 2,064$104K<0.01%+1,278Timeline
BBYBEST BUY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,581 shares; 2024Q4: 7,350 shares; 2025Q1: not loaded; 2025Q2: 1,094 shares; 2025Q3: 1,377 shares 1,377$104K<0.01%+283Timeline
HALOHALOZYME THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 752 shares; 2024Q4: 271 shares; 2025Q1: not loaded; 2025Q2: 1,162 shares; 2025Q3: 1,413 shares 1,413$104K<0.01%+251Timeline
GRCGORMAN RUPP COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,706 shares; 2024Q4: 2,230 shares; 2025Q1: not loaded; 2025Q2: 2,230 shares; 2025Q3: 2,230 shares 2,230$103K<0.01%0Timeline
PFXFVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 5,797 shares; 2025Q3: 5,797 shares 5,797$103K<0.01%0Timeline
SBETSHARPLINK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 6,055 shares 6,055$103K<0.01%newTimeline
OTTROTTER TAIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,436 shares; 2024Q4: 1,232 shares; 2025Q1: not loaded; 2025Q2: 1,267 shares; 2025Q3: 1,256 shares 1,256$103K<0.01%-11Timeline

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
BMNRBITMINE IMMERSION TECHS INC COM NEWcall3,500$84.2Knew
SLVISHARES SILVER TR COMcall1,000$13.4K0
NVDANVIDIA CORPORATION COMcall500$6.74Knew
NEMNEWMONT CORP COMcall700$6.16Knew
CCLCARNIVAL CORP Stockcall500$4.65K-500
BBAIBIGBEAR AI HLDGS INC Stockcall1,000$2.25Knew
UECURANIUM ENERGY CORP Stockcall200$1.72K0
FLGFLAGSTAR BANK NATIONAL ASSOC COM NEWput1,000$1.55Knew
SMCISUPER MICRO COMPUTER INC COM NEWcall600$1.11Knew
ZIMZIM INTEGRATED SHIPPING SERV SHScall1,000$990new
PATHUIPATH INC CL Acall800$916new
TDOCTELADOC HEALTH INC COMcall1,000$630new
SPCEVIRGIN GALACTIC HOLDINGS INC COMMON STOCKcall1,000$605new
RHRH COMcall500$584new
UUNITY SOFTWARE INC Stockcall400$527new
CGNXCOGNEX CORP COMcall300$495new
SBUXSTARBUCKS CORP COMcall100$460new
MARAMARA HOLDINGS INC Stockcall1,000$410new
ENPHENPHASE ENERGY INC Stockcall400$388new
CCLCARNIVAL CORP Stockput500$230new
SOUNSOUNDHOUND AI INC Stockcall100$183new
LACLITHIUM AMERS CORP NEW Stockcall200$180new
PLUGPLUG PWR INC COM NEWcall500$95new
NVDANVIDIA CORPORATION COMput500$650

Sold out in Q3 2025

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

The largest 100 of 196. All 196

SecurityShares beforeValue beforeType
SNOVFIRST TR EXCHNG TRADED FD VI91,788$2.12Mshares
BSMBLACK STONE MINERALS L P29,450$385Kshares
TLTDFLEXSHARES TR4,044$338Kshares
SMCXTIDAL TR II DEFIANCE DAILY TAR6,000$297Kshares
ANSYS INCANSYS INC637$224Kshares
ARQQARQIT QUANTUM INC6,000$222Kshares
SEISOLARIS ENERGY INFRAS INC6,350$180Kshares
ROUNDHILLROUNDHILL20,000$126Kshares
MPBMID PENN BANCORP INC4,261$120Kshares
TMCTMC THE METALS COMPANY INC18,083$119Kshares
AAPUDIREXION SHARES ETF TRUST5,000$110Kshares
PSQPROSHARES TR3,228$109Kshares
FRIFIRST TR EXCHANGE-TRADED FD3,400$92Kshares
HESS CORPHESS CORP645$89.4Kshares
AAMIACADIAN ASSET MANAGEMENT INC2,000$70.5Kshares
JPINJ P MORGAN EXCHANGE TRADED F1,059$67.9Kshares
JULWAIM ETF PRODUCTS TRUST1,500$55.8Kshares
DBDDIEBOLD NIXDORF INC1,000$55.4Kshares
ATROASTRONICS CORP1,602$53.6Kshares
FERFERROVIAL NV995$53.3Kshares
GSBDGOLDMAN SACHS BDC INC4,697$52.8Kshares
NAGENIAGEN BIOSCIENCE INC2,626$37.8Kshares
CDECOEUR MNG INC4,134$36.6Kshares
FTKFLOTEK INDUSTRIES INC2,431$35.9Kshares
ARISARIS MINING CORPORATION5,327$35.8Kshares
JFINJIAYIN GROUP INC2,217$35.5Kshares
CURICURIOSITYSTREAM INC6,303$35.5Kshares
IAINNOVATIVE SOLUTIONS & SUPPO2,541$35.3Kshares
TGENTECOGEN INC NEW5,145$35Kshares
FEIMFREQUENCY ELECTRS INC1,510$34.3Kshares
AAUCALLIED GOLD CORP2,519$34.1Kshares
LGCYLEGACY ED INC2,990$33.4Kshares
LMBLIMBACH HLDGS INC238$33.3Kshares
ETORETORO GROUP LTD500$33.3Kshares
SLSNSOLESENCE INC7,127$31.1Kshares
SSIISS INNOVATIONS INTERNATIONAL5,001$29.5Kshares
EUSBISHARES TR676$29.4Kshares
WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INC2,234$25.6Kshares
EVERI HLDGS INCEVERI HLDGS INC1,639$23.3Kshares
KSAISHARES TR589$22.7Kshares
NEXTERA ENERGY INCNEXTERA ENERGY INC564$22.4Kshares
BLFSBIOLIFE SOLUTIONS INC1,010$21.8Kshares
MERUS N VMERUS N V400$21Kshares
QABAFIRST TR EXCHANGE-TRADED FD384$20.8Kshares
EPOLISHARES TR644$20.8Kshares
BLUEPRINT MEDICINES CORPBLUEPRINT MEDICINES CORP157$20.1Kshares
OFSOFS CAP CORP2,375$20Kshares
VCTRVICTORY CAP HLDGS INC DEL312$19.9Kshares
KVYOKLAVIYO INC500$16.8Kshares
PIMCO MUN INCOME FDPIMCO MUN INCOME FD2,000$16Kshares
SAICSCIENCE APPLICATIONS INTL CO140$15.8Kshares
IAGIAMGOLD CORP1,757$12.9Kshares
PARAMOUNT GLOBALPARAMOUNT GLOBAL974$12.6Kshares
TIGOMILLICOM INTL CELLULAR S A325$12.2Kshares
EMMFWISDOMTREE TR420$12.1Kshares
PAYPAYMENTUS HOLDINGS INC363$11.9Kshares
EGOELDORADO GOLD CORP NEW579$11.8Kshares
CHTCHUNGHWA TELECOM CO LTD246$11.5Kshares
CNKCINEMARK HLDGS INC376$11.3Kshares
TACTRANSALTA CORP1,042$11.2Kshares
ROOKLINE BANCORP INC DELROOKLINE BANCORP INC DEL1,065$11.2Kshares
AQNALGONQUIN POWER & UTILITIES1,926$11Kshares
USLMUNITED STS LIME & MINERALS I100$9.98Kshares
EIDOISHARES TR533$9.4Kshares
HESMHESS MIDSTREAM LP226$8.7Kshares
GEOGEO GROUP INC361$8.65Kshares
RELYREMITLY GLOBAL INC455$8.54Kshares
AMDLGRANITESHARES ETF TR1,000$8.51Kshares
SIXOAIM ETF PRODUCTS TRUST257$8.51Kshares
SMPLSIMPLY GOOD FOODS CO269$8.5Kshares
KCKINGSOFT CLOUD HLDGS LTD674$8.44Kshares
DFDVDEFI DEVELOPMENT CORP392$8.4Kshares
RDVIFIRST TR EXCHANGE-TRADED FD328$8.11Kshares
INTAINTAPP INC156$8.05Kshares
BEKEKE HLDGS INC439$7.79Kshares
MGYMAGNOLIA OIL & GAS CORP338$7.6Kshares
BMABANCO MACRO S A107$7.51Kshares
NUVEEN PREFERRED &amp; INCO…NUVEEN PREFERRED &amp; INCOME333$6.93Kshares
ESLTELBIT SYS LTD15$6.74Kshares
DECWAIM ETF PRODUCTS TRUST192$6.07Kshares
CHAMPIONX CORPORATIONCHAMPIONX CORPORATION232$5.76Kshares
SKXSKECHERS U S A INC90$5.68Kshares
TSLATESLA INC4,500$5.6Kput
JANWAIM ETF PRODUCTS TRUST160$5.59Kshares
FOOT LOCKER INCFOOT LOCKER INC222$5.44Kshares
BIBLNORTHERN LTS FD TR IV128$5.29Kshares
CFAVICTORY PORTFOLIOS II60$5.29Kshares
SHOPSHOPIFY INC2,000$5.18Kcall
ORLAORLA MNG LTD NEW505$5.06Kshares
ENSTAR GROUP LIMITEDENSTAR GROUP LIMITED15$5.04Kshares
NRDSNERDWALLET INC448$4.92Kshares
AGIALAMOS GOLD INC184$4.89Kshares
TUASIMPLIFY EXCHANGE TRADED FUN205$4.52Kshares
GLNGGOLAR LNG LTD109$4.49Kshares
FMSTFOREMOST CLEAN ENERGY LTD1,351$4.47Kshares
VERXVERTEX INC123$4.35Kshares
BILZPIMCO ETF TR42$4.27Kshares
VISTVISTA ENERGY S.A.B. DE C.V.87$4.16Kshares
SMINISHARES TR53$4.09Kshares
XBMEXBLACKROCK HEALTH SCIENCES TR100$3.65Kshares

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 0001580642-25-006659 base2025-10-21acceptance time not in the bulk data set