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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
RRXREGAL REXNORD CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 875 shares; 2024Q4: 846 shares; 2025Q1: not loaded; 2025Q2: 878 shares; 2025Q3: 717 shares 717$103K<0.01%-161Timeline
PRFDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 2,015 shares; 2025Q3: 1,969 shares 1,969$102K<0.01%-46Timeline
IEOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 736 shares; 2024Q4: 2,595 shares; 2025Q1: not loaded; 2025Q2: 1,597 shares; 2025Q3: 1,098 shares 1,098$102K<0.01%-499Timeline
CIENCIENA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474 shares; 2024Q4: 567 shares; 2025Q1: not loaded; 2025Q2: 628 shares; 2025Q3: 698 shares 698$102K<0.01%+70Timeline
PSIINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,439 shares; 2024Q4: 1,408 shares; 2025Q1: not loaded; 2025Q2: 1,408 shares; 2025Q3: 1,445 shares 1,445$102K<0.01%+37Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,357 shares; 2024Q4: 3,328 shares; 2025Q1: not loaded; 2025Q2: 416 shares; 2025Q3: 451 shares 451$101K<0.01%+35Timeline
FELVFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,309 shares; 2024Q4: 1,316 shares; 2025Q1: not loaded; 2025Q2: 3,006 shares; 2025Q3: 3,020 shares 3,020$101K<0.01%+14Timeline
PPTAPERPETUA RESOURCES 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: 5,000 shares; 2025Q3: 5,000 shares 5,000$101K<0.01%0Timeline
SOXLDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294 shares; 2024Q4: 42 shares; 2025Q1: not loaded; 2025Q2: 6,463 shares; 2025Q3: 2,903 shares 2,903$101K<0.01%-3,560Timeline
FSGSFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,611 shares; 2024Q4: 3,613 shares; 2025Q1: not loaded; 2025Q2: 3,613 shares; 2025Q3: 3,238 shares 3,238$101K<0.01%-375Timeline
CBSHCOMMERCE BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 504 shares; 2024Q4: 457 shares; 2025Q1: not loaded; 2025Q2: 1,681 shares; 2025Q3: 1,685 shares 1,685$101K<0.01%+4Timeline
VISVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333 shares; 2024Q4: 333 shares; 2025Q1: not loaded; 2025Q2: 337 shares; 2025Q3: 340 shares 340$101K<0.01%+3Timeline
NVTSNAVITAS SEMICONDUCTOR 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: 440 shares; 2025Q3: 13,868 shares 13,868$100K<0.01%+13,428Timeline
UTWORBB 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: 2,037 shares; 2025Q3: 2,045 shares 2,045$99.3K<0.01%+8Timeline
ZNOVINNOVATOR 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: not reported; 2025Q3: 3,762 shares 3,762$99.3K<0.01%newTimeline
OBDCBLUE OWL CAPITAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,377 shares; 2024Q4: 19,765 shares; 2025Q1: not loaded; 2025Q2: 8,115 shares; 2025Q3: 7,767 shares 7,767$99.2K<0.01%-348Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 516 shares; 2024Q4: 534 shares; 2025Q1: not loaded; 2025Q2: 836 shares; 2025Q3: 837 shares 837$99.1K<0.01%+1Timeline
PCEFINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 42 shares; 2025Q1: not loaded; 2025Q2: 44 shares; 2025Q3: 4,959 shares 4,959$99K<0.01%+4,915Timeline
JPMEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 939 shares; 2024Q4: 897 shares; 2025Q1: not loaded; 2025Q2: 905 shares; 2025Q3: 910 shares 910$98.7K<0.01%+5Timeline
GILTGILAT SATELLITE NETWORKS LTDQuarterly 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: 7,576 shares 7,576$98.6K<0.01%newTimeline
JETSETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,527 shares; 2024Q4: 8,299 shares; 2025Q1: not loaded; 2025Q2: 6,444 shares; 2025Q3: 3,981 shares 3,981$98.1K<0.01%-2,463Timeline
BOCBOSTON OMAHA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,502 shares; 2025Q1: not loaded; 2025Q2: 7,502 shares; 2025Q3: 7,502 shares 7,502$98.1K<0.01%0Timeline
INTERPUBLIC GROUP COSINTERPUBLIC GROUP COSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,592 shares; 2024Q4: 2,378 shares; 2025Q1: not loaded; 2025Q2: 2,064 shares; 2025Q3: 3,508 shares 3,508$97.9K<0.01%+1,444
HTRBHARTFORD FDS EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,986 shares; 2024Q4: 13,705 shares; 2025Q1: not loaded; 2025Q2: 3,048 shares; 2025Q3: 2,853 shares 2,853$97.8K<0.01%-195Timeline
FELEFRANKLIN ELEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,240 shares; 2024Q4: 4,591 shares; 2025Q1: not loaded; 2025Q2: 1,017 shares; 2025Q3: 1,028 shares 1,028$97.8K<0.01%+11Timeline
VAWVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 477 shares; 2024Q4: 477 shares; 2025Q1: not loaded; 2025Q2: 477 shares; 2025Q3: 477 shares 477$97.7K<0.01%0Timeline
OCFCOCEANFIRST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 5,548 shares; 2025Q1: not loaded; 2025Q2: 5,548 shares; 2025Q3: 5,548 shares 5,548$97.5K<0.01%0Timeline
JPIBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,021 shares; 2024Q4: 2,021 shares; 2025Q1: not loaded; 2025Q2: 1,987 shares; 2025Q3: 1,987 shares 1,987$97.4K<0.01%0Timeline
AWRAMER STATES WTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,139 shares; 2024Q4: 1,947 shares; 2025Q1: not loaded; 2025Q2: 1,324 shares; 2025Q3: 1,326 shares 1,326$97.2K<0.01%+2Timeline
HYLSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,069 shares; 2024Q4: 1,424 shares; 2025Q1: not loaded; 2025Q2: 1,951 shares; 2025Q3: 2,311 shares 2,311$97.2K<0.01%+360Timeline
GCPUGRAYSCALE FUNDS 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: 1,962 shares; 2025Q3: 2,396 shares 2,396$97.1K<0.01%+434Timeline
MTDMETTLER TOLEDO INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 55 shares; 2025Q1: not loaded; 2025Q2: 73 shares; 2025Q3: 79 shares 79$97K<0.01%+6Timeline
NWENORTHWESTERN ENERGY GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,020 shares; 2024Q4: 1,695 shares; 2025Q1: not loaded; 2025Q2: 1,817 shares; 2025Q3: 1,655 shares 1,655$97K<0.01%-162Timeline
UBSIUNITED BANKSHARES INC WEST VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,489 shares; 2024Q4: 2,588 shares; 2025Q1: not loaded; 2025Q2: 2,589 shares; 2025Q3: 2,589 shares 2,589$96.3K<0.01%0Timeline
XTWOBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,895 shares; 2024Q4: 1,911 shares; 2025Q1: not loaded; 2025Q2: 1,971 shares; 2025Q3: 1,934 shares 1,934$95.8K<0.01%-37Timeline
HYTRNORTHERN LTS FD TR IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,530 shares; 2025Q1: not loaded; 2025Q2: 14,271 shares; 2025Q3: 4,374 shares 4,374$95.8K<0.01%-9,897Timeline
GRPMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 596 shares; 2025Q1: not loaded; 2025Q2: 900 shares; 2025Q3: 791 shares 791$95.4K<0.01%-109Timeline
GLGLOBE LIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 709 shares; 2024Q4: 786 shares; 2025Q1: not loaded; 2025Q2: 744 shares; 2025Q3: 667 shares 667$95.4K<0.01%-77Timeline
TMFCRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,345 shares; 2024Q4: 1,350 shares; 2025Q1: not loaded; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares 1,350$95.2K<0.01%0Timeline
NXTNEXTPOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 811 shares; 2024Q4: 4 shares; 2025Q1: not loaded; 2025Q2: 3 shares; 2025Q3: 1,282 shares 1,282$94.9K<0.01%+1,279Timeline
FULTFULTON FINL CORP PAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,981 shares; 2024Q4: 6,040 shares; 2025Q1: not loaded; 2025Q2: 6,030 shares; 2025Q3: 5,080 shares 5,080$94.6K<0.01%-950Timeline
FDDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 343 shares; 2024Q4: 343 shares; 2025Q1: not loaded; 2025Q2: 5,843 shares; 2025Q3: 5,843 shares 5,843$94.4K<0.01%0Timeline
MAAMID-AMER APT CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 604 shares; 2024Q4: 613 shares; 2025Q1: not loaded; 2025Q2: 523 shares; 2025Q3: 674 shares 674$94.2K<0.01%+151Timeline
YLDPRINCIPAL EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,991 shares; 2024Q4: 6,979 shares; 2025Q1: not loaded; 2025Q2: 4,761 shares; 2025Q3: 4,821 shares 4,821$93.8K<0.01%+60Timeline
NHCNATIONAL HEALTHCARE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 770 shares; 2025Q1: not loaded; 2025Q2: 770 shares; 2025Q3: 770 shares 770$93.6K<0.01%0Timeline
EOLSEVOLUS 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: 2,650 shares; 2025Q3: 15,200 shares 15,200$93.3K<0.01%+12,550Timeline
CNCCENTENE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,880 shares; 2024Q4: 1,971 shares; 2025Q1: not loaded; 2025Q2: 6,235 shares; 2025Q3: 2,605 shares 2,605$92.9K<0.01%-3,630Timeline
FUTUFUTU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 108 shares; 2025Q1: not loaded; 2025Q2: 116 shares; 2025Q3: 534 shares 534$92.9K<0.01%+418Timeline
PSLINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 705 shares; 2024Q4: 857 shares; 2025Q1: not loaded; 2025Q2: 843 shares; 2025Q3: 845 shares 845$92.8K<0.01%+2Timeline
GNTXGENTEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,059 shares; 2024Q4: 457 shares; 2025Q1: not loaded; 2025Q2: 3,190 shares; 2025Q3: 3,257 shares 3,257$92.2K<0.01%+67Timeline
EUFNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 705 shares; 2024Q4: 261 shares; 2025Q1: not loaded; 2025Q2: 2,510 shares; 2025Q3: 2,679 shares 2,679$92K<0.01%+169Timeline
XCCCBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,702 shares; 2024Q4: 1,932 shares; 2025Q1: not loaded; 2025Q2: 2,364 shares; 2025Q3: 2,344 shares 2,344$92K<0.01%-20Timeline
HPQHP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,674 shares; 2024Q4: 4,201 shares; 2025Q1: not loaded; 2025Q2: 3,575 shares; 2025Q3: 3,362 shares 3,362$91.5K<0.01%-213Timeline
TXRHTEXAS ROADHOUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235 shares; 2024Q4: 236 shares; 2025Q1: not loaded; 2025Q2: 3,031 shares; 2025Q3: 550 shares 550$91.4K<0.01%-2,481Timeline
GDLCGRAYSCALE COINDESK CRYPTOQuarterly 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: 1,635 shares 1,635$91.4K<0.01%newTimeline
AMIDEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193 shares; 2024Q4: 2,166 shares; 2025Q1: not loaded; 2025Q2: 2,586 shares; 2025Q3: 2,687 shares 2,687$91.4K<0.01%+101Timeline
UWMCUWM HOLDINGS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,180 shares; 2024Q4: 15,244 shares; 2025Q1: not loaded; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares 15,000$91.3K<0.01%0Timeline
PWVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,552 shares; 2024Q4: 1,552 shares; 2025Q1: not loaded; 2025Q2: 1,552 shares; 2025Q3: 1,392 shares 1,392$90.8K<0.01%-160Timeline
TTDTHE TRADE DESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,150 shares; 2024Q4: 14,514 shares; 2025Q1: not loaded; 2025Q2: 1,701 shares; 2025Q3: 1,848 shares 1,848$90.6K<0.01%+147Timeline
DGREWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 369 shares; 2025Q1: not loaded; 2025Q2: 3,519 shares; 2025Q3: 3,150 shares 3,150$90.3K<0.01%-369Timeline
MOSMOSAIC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 574 shares; 2024Q4: 260 shares; 2025Q1: not loaded; 2025Q2: 316 shares; 2025Q3: 2,602 shares 2,602$90.2K<0.01%+2,286Timeline
WYWEYERHAEUSER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,758 shares; 2024Q4: 4,236 shares; 2025Q1: not loaded; 2025Q2: 4,027 shares; 2025Q3: 3,640 shares 3,640$90.2K<0.01%-387Timeline
HASHASBRO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 502 shares; 2025Q1: not loaded; 2025Q2: 500 shares; 2025Q3: 1,187 shares 1,187$90.1K<0.01%+687Timeline
FAUGFIRST 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: 2,250 shares; 2025Q1: not loaded; 2025Q2: 2,275 shares; 2025Q3: 1,734 shares 1,734$90K<0.01%-541Timeline
ARKWARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 904 shares; 2024Q4: 904 shares; 2025Q1: not loaded; 2025Q2: 724 shares; 2025Q3: 515 shares 515$89.9K<0.01%-209Timeline
EWEDWARDS LIFESCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,321 shares; 2024Q4: 1,329 shares; 2025Q1: not loaded; 2025Q2: 1,815 shares; 2025Q3: 1,155 shares 1,155$89.8K<0.01%-660Timeline
MBCMASTERBRAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,848 shares; 2024Q4: 6,848 shares; 2025Q1: not loaded; 2025Q2: 6,818 shares; 2025Q3: 6,818 shares 6,818$89.8K<0.01%0Timeline
IVOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258 shares; 2024Q4: 888 shares; 2025Q1: not loaded; 2025Q2: 888 shares; 2025Q3: 888 shares 888$89.5K<0.01%0Timeline
GTGOODYEAR TIRE & RUBR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,615 shares; 2024Q4: 13,090 shares; 2025Q1: not loaded; 2025Q2: 12,960 shares; 2025Q3: 11,960 shares 11,960$89.5K<0.01%-1,000Timeline
PCYOPURE CYCLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,601 shares; 2024Q4: 8,052 shares; 2025Q1: not loaded; 2025Q2: 8,052 shares; 2025Q3: 8,052 shares 8,052$89.1K<0.01%0Timeline
PECOPHILLIPS EDISON & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,574 shares; 2024Q4: 2,574 shares; 2025Q1: not loaded; 2025Q2: 2,574 shares; 2025Q3: 2,588 shares 2,588$88.8K<0.01%+14Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,071 shares; 2024Q4: 2,215 shares; 2025Q1: not loaded; 2025Q2: 2,054 shares; 2025Q3: 2,078 shares 2,078$88.8K<0.01%+24Timeline
AESAES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,630 shares; 2024Q4: 2,818 shares; 2025Q1: not loaded; 2025Q2: 6,011 shares; 2025Q3: 6,738 shares 6,738$88.7K<0.01%+727Timeline
EMNEASTMAN CHEM COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,136 shares; 2024Q4: 9,268 shares; 2025Q1: not loaded; 2025Q2: 2,717 shares; 2025Q3: 1,406 shares 1,406$88.6K<0.01%-1,311Timeline
LUCKLUCKY STRIKE ENTERTAINMENT CQuarterly 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: 8,650 shares; 2025Q3: 8,650 shares 8,650$88.6K<0.01%0Timeline
CHICALAMOS CONV OPPORTUNITIES &Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,369 shares; 2024Q4: 4,379 shares; 2025Q1: not loaded; 2025Q2: 9,888 shares; 2025Q3: 8,194 shares 8,194$88.4K<0.01%-1,694Timeline
DXYZDESTINY TECH100 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 85 shares; 2025Q1: not loaded; 2025Q2: 380 shares; 2025Q3: 4,150 shares 4,150$88.4K<0.01%+3,770Timeline
AALAMERICAN AIRLINES GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,954 shares; 2024Q4: 9,720 shares; 2025Q1: not loaded; 2025Q2: 8,321 shares; 2025Q3: 7,858 shares 7,858$88.3K<0.01%-463Timeline
PKBINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 828 shares; 2024Q4: 849 shares; 2025Q1: not loaded; 2025Q2: 920 shares; 2025Q3: 920 shares 920$88K<0.01%0Timeline
MTARCELORMITTAL SA LUXEMBOURGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177 shares; 2024Q4: 177 shares; 2025Q1: not loaded; 2025Q2: 635 shares; 2025Q3: 2,427 shares 2,427$87.7K<0.01%+1,792Timeline
AFRMAFFIRM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318 shares; 2024Q4: 319 shares; 2025Q1: not loaded; 2025Q2: 1,130 shares; 2025Q3: 1,198 shares 1,198$87.5K<0.01%+68Timeline
ABOTABACUS FCF ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,445 shares; 2024Q4: 2,151 shares; 2025Q1: not loaded; 2025Q2: 2,151 shares; 2025Q3: 2,151 shares 2,151$87.1K<0.01%0Timeline
SMGSCOTTS MIRACLE-GRO COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,960 shares; 2024Q4: 1,428 shares; 2025Q1: not loaded; 2025Q2: 1,548 shares; 2025Q3: 1,524 shares 1,524$86.8K<0.01%-24Timeline
SILASILA REALTY TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,079 shares; 2024Q4: 3,863 shares; 2025Q1: not loaded; 2025Q2: 4,181 shares; 2025Q3: 3,453 shares 3,453$86.7K<0.01%-728Timeline
BHPBHP BILLITON LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,007 shares; 2024Q4: 1,495 shares; 2025Q1: not loaded; 2025Q2: 1,613 shares; 2025Q3: 1,553 shares 1,553$86.6K<0.01%-60Timeline
PZAINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,586 shares; 2024Q4: 2,856 shares; 2025Q1: not loaded; 2025Q2: 2,404 shares; 2025Q3: 3,742 shares 3,742$86.4K<0.01%+1,338Timeline
ADMEETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,784 shares; 2024Q4: 1,819 shares; 2025Q1: not loaded; 2025Q2: 1,701 shares; 2025Q3: 1,682 shares 1,682$85.9K<0.01%-19Timeline
AEGAEGON LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171 shares; 2024Q4: 1,056 shares; 2025Q1: not loaded; 2025Q2: 1,288 shares; 2025Q3: 10,711 shares 10,711$85.6K<0.01%+9,423Timeline
ECFELLSWORTH GROWTH & INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 7,267 shares; 2025Q3: 7,365 shares 7,365$85.4K<0.01%+98Timeline
MTBASIMPLIFY EXCHANGE TRADED FUNQuarterly 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: 976 shares; 2025Q3: 1,693 shares 1,693$85.2K<0.01%+717Timeline
VTHRVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 66 shares; 2025Q1: not loaded; 2025Q2: 344 shares; 2025Q3: 290 shares 290$85.2K<0.01%-54Timeline
MCYMERCURY GENL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,668 shares; 2024Q4: 1,668 shares; 2025Q1: not loaded; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000$84.8K<0.01%0Timeline
BSCRINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,398 shares; 2024Q4: 5,410 shares; 2025Q1: not loaded; 2025Q2: 5,433 shares; 2025Q3: 4,295 shares 4,295$84.7K<0.01%-1,138Timeline
NCDLNUVEEN CHURCHILL DIRECT LENDQuarterly 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: 6,134 shares 6,134$84.6K<0.01%newTimeline
HRBBLOCK H & R INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,097 shares; 2024Q4: 3,863 shares; 2025Q1: not loaded; 2025Q2: 1,917 shares; 2025Q3: 1,672 shares 1,672$84.6K<0.01%-245Timeline
CDLXCARDLYTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,800 shares; 2024Q4: 19,800 shares; 2025Q1: not loaded; 2025Q2: 20,800 shares; 2025Q3: 34,800 shares 34,800$84.6K<0.01%+14,000Timeline
VTRSVIATRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,907 shares; 2024Q4: 9,607 shares; 2025Q1: not loaded; 2025Q2: 9,528 shares; 2025Q3: 8,540 shares 8,540$84.5K<0.01%-988Timeline
PRMBPRIMO BRANDS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9 shares; 2025Q1: not loaded; 2025Q2: 4,434 shares; 2025Q3: 3,823 shares 3,823$84.5K<0.01%-611Timeline
IATISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,287 shares; 2024Q4: 1,911 shares; 2025Q1: not loaded; 2025Q2: 1,922 shares; 2025Q3: 1,594 shares 1,594$83.8K<0.01%-328Timeline
USOUNITED STS OIL FD LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 598 shares; 2024Q4: 604 shares; 2025Q1: not loaded; 2025Q2: 922 shares; 2025Q3: 1,132 shares 1,132$83.5K<0.01%+210Timeline
EXEEXPAND ENERGY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 688 shares; 2024Q4: 733 shares; 2025Q1: not loaded; 2025Q2: 816 shares; 2025Q3: 783 shares 783$83.2K<0.01%-33Timeline
AVAVAEROVIRONMENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 110 shares; 2025Q1: not loaded; 2025Q2: 155 shares; 2025Q3: 263 shares 263$82.8K<0.01%+108Timeline
IDCCINTERDIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 133 shares; 2025Q1: not loaded; 2025Q2: 173 shares; 2025Q3: 240 shares 240$82.7K<0.01%+67Timeline
ERIEERIE INDTY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262 shares; 2024Q4: 258 shares; 2025Q1: not loaded; 2025Q2: 304 shares; 2025Q3: 259 shares 259$82.5K<0.01%-45Timeline
MSAMSA SAFETY 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: 429 shares; 2025Q3: 479 shares 479$82.4K<0.01%+50Timeline
IUSINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,377 shares; 2024Q4: 1,380 shares; 2025Q1: not loaded; 2025Q2: 1,360 shares; 2025Q3: 1,490 shares 1,490$82.3K<0.01%+130Timeline
GERNGERON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,000 shares; 2024Q4: 60,000 shares; 2025Q1: not loaded; 2025Q2: 60,000 shares; 2025Q3: 60,000 shares 60,000$82.2K<0.01%0Timeline
CASSCASS INFORMATION SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,357 shares; 2024Q4: 2,266 shares; 2025Q1: not loaded; 2025Q2: 2,141 shares; 2025Q3: 2,090 shares 2,090$82.2K<0.01%-51Timeline
HTOH2O AMERICAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,946 shares; 2024Q4: 1,687 shares; 2025Q1: not loaded; 2025Q2: 1,687 shares; 2025Q3: 1,687 shares 1,687$82.2K<0.01%0Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 802 shares; 2024Q4: 975 shares; 2025Q1: not loaded; 2025Q2: 1,072 shares; 2025Q3: 784 shares 784$81.9K<0.01%-288Timeline
ONEVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 120 shares; 2025Q1: not loaded; 2025Q2: 615 shares; 2025Q3: 615 shares 615$81.9K<0.01%0Timeline
SUNSUNOCO LP/SUNOCO FIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 845 shares; 2024Q4: 1,633 shares; 2025Q1: not loaded; 2025Q2: 1,633 shares; 2025Q3: 1,633 shares 1,633$81.7K<0.01%0Timeline
AMXAMERICA MOVIL SAB DE CVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,863 shares; 2024Q4: 4,191 shares; 2025Q1: not loaded; 2025Q2: 2,524 shares; 2025Q3: 3,883 shares 3,883$81.6K<0.01%+1,359Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,262 shares; 2024Q4: 1,650 shares; 2025Q1: not loaded; 2025Q2: 1,673 shares; 2025Q3: 1,691 shares 1,691$81.5K<0.01%+18Timeline
VTESVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 101 shares; 2025Q3: 799 shares 799$81.4K<0.01%+698Timeline
ESSESSEX PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 193 shares; 2025Q1: not loaded; 2025Q2: 296 shares; 2025Q3: 304 shares 304$81.2K<0.01%+8Timeline
CALMCAL MAINE FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,361 shares; 2024Q4: 1,111 shares; 2025Q1: not loaded; 2025Q2: 1,093 shares; 2025Q3: 863 shares 863$81.2K<0.01%-230Timeline
BRAEMAR HOTELS & RESORTS INCBRAEMAR HOTELS & RESORTS 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: 5,000 shares 5,000$81.2K<0.01%new
INCEFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,390 shares; 2024Q4: 3,390 shares; 2025Q1: not loaded; 2025Q2: 1,361 shares; 2025Q3: 1,361 shares 1,361$80.7K<0.01%0Timeline
MSCIMSCI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 117 shares; 2025Q1: not loaded; 2025Q2: 128 shares; 2025Q3: 142 shares 142$80.6K<0.01%+14Timeline
JOYYJOYY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 1,072 shares; 2025Q1: not loaded; 2025Q2: 1,323 shares; 2025Q3: 1,371 shares 1,371$80.4K<0.01%+48Timeline
LOBLIVE OAK BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,668 shares; 2024Q4: 2,569 shares; 2025Q1: not loaded; 2025Q2: 2,574 shares; 2025Q3: 2,276 shares 2,276$80.2K<0.01%-298Timeline
MR COOPER GROUP INCMR COOPER GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 115 shares; 2025Q1: not loaded; 2025Q2: 380 shares; 2025Q3: 380 shares 380$80.1K<0.01%0
VTRVENTAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,044 shares; 2024Q4: 1,221 shares; 2025Q1: not loaded; 2025Q2: 1,748 shares; 2025Q3: 1,142 shares 1,142$79.9K<0.01%-606Timeline
IGEBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,570 shares; 2024Q4: 406 shares; 2025Q1: not loaded; 2025Q2: 1,860 shares; 2025Q3: 1,733 shares 1,733$79.8K<0.01%-127Timeline
ABFLABACUS FCF ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,107 shares; 2024Q4: 1,107 shares; 2025Q1: not loaded; 2025Q2: 1,107 shares; 2025Q3: 1,107 shares 1,107$79.7K<0.01%0Timeline
BNDINEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,010 shares; 2024Q4: 1,406 shares; 2025Q1: not loaded; 2025Q2: 1,664 shares; 2025Q3: 1,670 shares 1,670$79.5K<0.01%+6Timeline
DFSUDIMENSIONAL 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: 1,868 shares; 2025Q3: 1,868 shares 1,868$79.3K<0.01%0Timeline
IDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,202 shares; 2024Q4: 2,855 shares; 2025Q1: not loaded; 2025Q2: 2,317 shares; 2025Q3: 2,166 shares 2,166$79.2K<0.01%-151Timeline
MLCOMELCO RESORTS AND ENTMNT LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 88 shares; 2025Q1: not loaded; 2025Q2: 125 shares; 2025Q3: 8,632 shares 8,632$79.2K<0.01%+8,507Timeline
IDHQINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 449 shares; 2024Q4: 449 shares; 2025Q1: not loaded; 2025Q2: 2,338 shares; 2025Q3: 2,348 shares 2,348$79K<0.01%+10Timeline
ARGXARGENX SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 61 shares; 2025Q1: not loaded; 2025Q2: 75 shares; 2025Q3: 107 shares 107$78.9K<0.01%+32Timeline
BKLCBNY MELLON ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257 shares; 2024Q4: 488 shares; 2025Q1: not loaded; 2025Q2: 617 shares; 2025Q3: 614 shares 614$78.8K<0.01%-3Timeline
GWRSGLOBAL WTR RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,149 shares; 2024Q4: 7,649 shares; 2025Q1: not loaded; 2025Q2: 7,649 shares; 2025Q3: 7,649 shares 7,649$78.8K<0.01%0Timeline
TOLTOLL BROTHERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 351 shares; 2024Q4: 140 shares; 2025Q1: not loaded; 2025Q2: 47 shares; 2025Q3: 570 shares 570$78.7K<0.01%+523Timeline
CARZFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,559 shares; 2024Q4: 2,507 shares; 2025Q1: not loaded; 2025Q2: 2,344 shares; 2025Q3: 1,082 shares 1,082$78.6K<0.01%-1,262Timeline
QCRHQCR HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,040 shares; 2024Q4: 1,040 shares; 2025Q1: not loaded; 2025Q2: 1,040 shares; 2025Q3: 1,040 shares 1,040$78.6K<0.01%0Timeline
VIRTVIRTU FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,052 shares; 2024Q4: 979 shares; 2025Q1: not loaded; 2025Q2: 1,509 shares; 2025Q3: 2,206 shares 2,206$78.3K<0.01%+697Timeline
DFISDIMENSIONAL 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: 2,474 shares; 2025Q3: 2,474 shares 2,474$78.3K<0.01%0Timeline
KBKB FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: not loaded; 2025Q2: 8,245 shares; 2025Q3: 941 shares 941$78K<0.01%-7,304Timeline
WCCWESCO INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334 shares; 2024Q4: 475 shares; 2025Q1: not loaded; 2025Q2: 324 shares; 2025Q3: 368 shares 368$77.8K<0.01%+44Timeline
BANRBANNER 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: 1,210 shares; 2025Q3: 1,188 shares 1,188$77.8K<0.01%-22Timeline
FTHIFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,279 shares; 2024Q4: 3,279 shares; 2025Q1: not loaded; 2025Q2: 3,279 shares; 2025Q3: 3,279 shares 3,279$77.7K<0.01%0Timeline
IGPTINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,172 shares; 2024Q4: 2,008 shares; 2025Q1: not loaded; 2025Q2: 1,441 shares; 2025Q3: 1,438 shares 1,438$77.7K<0.01%-3Timeline
BIDUBAIDU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,090 shares; 2024Q4: 847 shares; 2025Q1: not loaded; 2025Q2: 589 shares; 2025Q3: 589 shares 589$77.6K<0.01%0Timeline
AURAURORA INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 5,562 shares; 2025Q1: not loaded; 2025Q2: 8,614 shares; 2025Q3: 14,399 shares 14,399$77.6K<0.01%+5,785Timeline
JPEFJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,123 shares; 2024Q4: 1,123 shares; 2025Q1: not loaded; 2025Q2: 1,046 shares; 2025Q3: 1,046 shares 1,046$77.5K<0.01%0Timeline
PXHINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,101 shares; 2024Q4: 3,068 shares; 2025Q1: not loaded; 2025Q2: 3,119 shares; 2025Q3: 3,049 shares 3,049$77.5K<0.01%-70Timeline
ONDSONDAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,500 shares; 2024Q4: 15,500 shares; 2025Q1: not loaded; 2025Q2: 15,000 shares; 2025Q3: 10,000 shares 10,000$77.2K<0.01%-5,000Timeline
SCCOSOUTHERN COPPER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 167 shares; 2025Q1: not loaded; 2025Q2: 644 shares; 2025Q3: 635 shares 635$77.1K<0.01%-9Timeline
FDMFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 100 shares; 2025Q1: not loaded; 2025Q2: 1,016 shares; 2025Q3: 1,016 shares 1,016$77K<0.01%0Timeline
PODDINSULET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 647 shares; 2025Q1: not loaded; 2025Q2: 238 shares; 2025Q3: 249 shares 249$76.9K<0.01%+11Timeline
JFLXJ 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: 1,529 shares 1,529$76.8K<0.01%newTimeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233 shares; 2024Q4: 237 shares; 2025Q1: not loaded; 2025Q2: 277 shares; 2025Q3: 302 shares 302$76.7K<0.01%+25Timeline
ACHRARCHER AVIATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,770 shares; 2024Q4: 6,390 shares; 2025Q1: not loaded; 2025Q2: 2,636 shares; 2025Q3: 8,006 shares 8,006$76.7K<0.01%+5,370Timeline
PGHYINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,684 shares; 2024Q4: 3,721 shares; 2025Q1: not loaded; 2025Q2: 3,796 shares; 2025Q3: 3,833 shares 3,833$76.6K<0.01%+37Timeline
PEGAPEGASYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 533 shares; 2024Q4: 789 shares; 2025Q1: not loaded; 2025Q2: 1,105 shares; 2025Q3: 1,331 shares 1,331$76.5K<0.01%+226Timeline
IBMTISHARES 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: 2,956 shares 2,956$76.5K<0.01%newTimeline
ROLROLLINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,195 shares; 2025Q1: not loaded; 2025Q2: 1,333 shares; 2025Q3: 1,302 shares 1,302$76.5K<0.01%-31Timeline
DOVDOVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,149 shares; 2024Q4: 886 shares; 2025Q1: not loaded; 2025Q2: 491 shares; 2025Q3: 458 shares 458$76.5K<0.01%-33Timeline
ECHOECHOSTAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 1,001 shares; 2025Q1: not loaded; 2025Q2: 1,001 shares; 2025Q3: 1,001 shares 1,001$76.4K<0.01%0Timeline
QEFASPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 945 shares; 2024Q4: 874 shares; 2025Q1: not loaded; 2025Q2: 874 shares; 2025Q3: 868 shares 868$76.3K<0.01%-6Timeline
IEZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,215 shares; 2024Q4: 11,776 shares; 2025Q1: not loaded; 2025Q2: 8,836 shares; 2025Q3: 3,954 shares 3,954$76.3K<0.01%-4,882Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,526 shares; 2024Q4: 5,947 shares; 2025Q1: not loaded; 2025Q2: 3,454 shares; 2025Q3: 3,534 shares 3,534$76.2K<0.01%+80Timeline
SUSCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,440 shares; 2024Q4: 4,731 shares; 2025Q1: not loaded; 2025Q2: 4,576 shares; 2025Q3: 3,233 shares 3,233$76.2K<0.01%-1,343Timeline
CWTCALIFORNIA WTR SVC GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,910 shares; 2024Q4: 2,593 shares; 2025Q1: not loaded; 2025Q2: 1,658 shares; 2025Q3: 1,658 shares 1,658$76.1K<0.01%0Timeline
CHTRCHARTER COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 191 shares; 2025Q1: not loaded; 2025Q2: 558 shares; 2025Q3: 276 shares 276$75.9K<0.01%-282Timeline
HRHEALTHCARE RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,205 shares; 2024Q4: 4,619 shares; 2025Q1: not loaded; 2025Q2: 4,187 shares; 2025Q3: 4,188 shares 4,188$75.5K<0.01%+1Timeline
UMACUNUSUAL MACHS 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: 5,000 shares 5,000$75.5K<0.01%newTimeline
FLTWFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,607 shares; 2024Q4: 1,521 shares; 2025Q1: not loaded; 2025Q2: 1,285 shares; 2025Q3: 1,285 shares 1,285$75.5K<0.01%0Timeline
BALIBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,251 shares; 2025Q1: not loaded; 2025Q2: 2,119 shares; 2025Q3: 2,375 shares 2,375$75.4K<0.01%+256Timeline
JSMDJANUS DETROIT STR 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: 1,003 shares; 2025Q3: 900 shares 900$75.3K<0.01%-103Timeline
PKWINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 647 shares; 2024Q4: 567 shares; 2025Q1: not loaded; 2025Q2: 567 shares; 2025Q3: 567 shares 567$75.1K<0.01%0Timeline
THQABRDN HEALTHCARE OPPORTUNITIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,156 shares; 2025Q1: not loaded; 2025Q2: 5,156 shares; 2025Q3: 4,328 shares 4,328$74.8K<0.01%-828Timeline
SWSMURFIT WESTROCK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,774 shares; 2024Q4: 1,728 shares; 2025Q1: not loaded; 2025Q2: 1,618 shares; 2025Q3: 1,756 shares 1,756$74.8K<0.01%+138Timeline
DMXFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 812 shares; 2024Q4: 925 shares; 2025Q1: not loaded; 2025Q2: 1,557 shares; 2025Q3: 987 shares 987$74.8K<0.01%-570Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 830 shares; 2024Q4: 1,629 shares; 2025Q1: not loaded; 2025Q2: 1,638 shares; 2025Q3: 1,629 shares 1,629$74.5K<0.01%-9Timeline
RBARB GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 665 shares; 2024Q4: 640 shares; 2025Q1: not loaded; 2025Q2: 742 shares; 2025Q3: 687 shares 687$74.4K<0.01%-55Timeline
CNQCANADIAN NAT RES LTD MED TERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,479 shares; 2024Q4: 11,993 shares; 2025Q1: not loaded; 2025Q2: 2,437 shares; 2025Q3: 2,325 shares 2,325$74.3K<0.01%-112Timeline
MRNAMODERNA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,626 shares; 2024Q4: 2,334 shares; 2025Q1: not loaded; 2025Q2: 1,769 shares; 2025Q3: 2,876 shares 2,876$74.3K<0.01%+1,107Timeline
HYLBDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,285 shares; 2024Q4: 2,288 shares; 2025Q1: not loaded; 2025Q2: 2,001 shares; 2025Q3: 2,001 shares 2,001$74.3K<0.01%0Timeline
VODVODAFONE GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,868 shares; 2024Q4: 5,341 shares; 2025Q1: not loaded; 2025Q2: 4,691 shares; 2025Q3: 6,389 shares 6,389$74.1K<0.01%+1,698Timeline
AGFIRST MAJESTIC SILVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 76 shares; 2025Q1: not loaded; 2025Q2: 76 shares; 2025Q3: 6,028 shares 6,028$74.1K<0.01%+5,952Timeline
FTXLFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: 617 shares; 2025Q1: not loaded; 2025Q2: 662 shares; 2025Q3: 662 shares 662$74K<0.01%0Timeline
AMEAMETEK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 707 shares; 2024Q4: 372 shares; 2025Q1: not loaded; 2025Q2: 341 shares; 2025Q3: 391 shares 391$73.6K<0.01%+50Timeline
FSBCFIVE STAR BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,282 shares; 2024Q4: 2,282 shares; 2025Q1: not loaded; 2025Q2: 2,282 shares; 2025Q3: 2,282 shares 2,282$73.5K<0.01%0Timeline
STESTERIS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,022 shares; 2024Q4: 278 shares; 2025Q1: not loaded; 2025Q2: 301 shares; 2025Q3: 294 shares 294$72.8K<0.01%-7Timeline
NTSXWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 923 shares; 2024Q4: 927 shares; 2025Q1: not loaded; 2025Q2: 1,346 shares; 2025Q3: 1,349 shares 1,349$72.7K<0.01%+3Timeline
LITGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,493 shares; 2024Q4: 531 shares; 2025Q1: not loaded; 2025Q2: 261 shares; 2025Q3: 1,279 shares 1,279$72.7K<0.01%+1,018Timeline
WESWESTERN MIDSTREAM PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,331 shares; 2025Q1: not loaded; 2025Q2: 1,331 shares; 2025Q3: 1,850 shares 1,850$72.7K<0.01%+519Timeline
AKROAKERO THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,657 shares; 2024Q4: 4,917 shares; 2025Q1: not loaded; 2025Q2: 1,923 shares; 2025Q3: 1,523 shares 1,523$72.3K<0.01%-400Timeline
HDBHDFC BANK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 226 shares; 2025Q1: not loaded; 2025Q2: 1,028 shares; 2025Q3: 2,110 shares 2,110$72.1K<0.01%+1,082Timeline
KKELLANOVAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,413 shares; 2024Q4: 940 shares; 2025Q1: not loaded; 2025Q2: 937 shares; 2025Q3: 874 shares 874$71.6K<0.01%-63Timeline
AMOMEXCHANGE LISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 845 shares; 2024Q4: 1,175 shares; 2025Q1: not loaded; 2025Q2: 1,522 shares; 2025Q3: 1,482 shares 1,482$71.6K<0.01%-40Timeline
UYGPROSHARES 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: 720 shares; 2025Q3: 720 shares 720$71.5K<0.01%0Timeline
MGNIMAGNITE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,580 shares; 2024Q4: 4,580 shares; 2025Q1: not loaded; 2025Q2: 3,280 shares; 2025Q3: 3,280 shares 3,280$71.4K<0.01%0Timeline
BWBABCOCK & WILCOX ENTERPRISESQuarterly 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: 24,600 shares 24,600$71.3K<0.01%newTimeline
JDJD.COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,981 shares; 2024Q4: 5,898 shares; 2025Q1: not loaded; 2025Q2: 16,654 shares; 2025Q3: 2,039 shares 2,039$71.3K<0.01%-14,615Timeline
IXPISHARES 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: 77 shares; 2025Q3: 577 shares 577$71.3K<0.01%+500Timeline
ALBALBEMARLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,270 shares; 2024Q4: 575 shares; 2025Q1: not loaded; 2025Q2: 1,053 shares; 2025Q3: 879 shares 879$71.3K<0.01%-174Timeline
UMCUNITED MICROELECTRONICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,484 shares; 2024Q4: 10,283 shares; 2025Q1: not loaded; 2025Q2: 10,457 shares; 2025Q3: 9,391 shares 9,391$71.2K<0.01%-1,066Timeline
MUNIPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 10 shares; 2025Q3: 1,354 shares 1,354$70.8K<0.01%+1,344Timeline
TECKTECK RESOURCES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,257 shares; 2024Q4: 940 shares; 2025Q1: not loaded; 2025Q2: 2,052 shares; 2025Q3: 1,609 shares 1,609$70.6K<0.01%-443Timeline
PRFZINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,563 shares; 2024Q4: 1,563 shares; 2025Q1: not loaded; 2025Q2: 1,564 shares; 2025Q3: 1,554 shares 1,554$70.6K<0.01%-10Timeline
ECHISHARES 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: 2,139 shares 2,139$70.5K<0.01%newTimeline
HPIHANCOCK JOHN PFD INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,675 shares; 2024Q4: 38,266 shares; 2025Q1: not loaded; 2025Q2: 4,049 shares; 2025Q3: 4,049 shares 4,049$70.2K<0.01%0Timeline
PSECPROSPECT CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,153 shares; 2024Q4: 3,609 shares; 2025Q1: not loaded; 2025Q2: 15,200 shares; 2025Q3: 25,500 shares 25,500$70.1K<0.01%+10,300Timeline
EWNISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,852 shares; 2024Q4: 929 shares; 2025Q1: not loaded; 2025Q2: 779 shares; 2025Q3: 1,205 shares 1,205$69.9K<0.01%+426Timeline
ILMNILLUMINA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,019 shares; 2024Q4: 1,041 shares; 2025Q1: not loaded; 2025Q2: 785 shares; 2025Q3: 734 shares 734$69.7K<0.01%-51Timeline
AGXARGAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 255 shares; 2025Q1: not loaded; 2025Q2: 258 shares; 2025Q3: 258 shares 258$69.7K<0.01%0Timeline
IRTINDEPENDENCE RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 789 shares; 2024Q4: 1,310 shares; 2025Q1: not loaded; 2025Q2: 3,245 shares; 2025Q3: 4,245 shares 4,245$69.6K<0.01%+1,000Timeline
QQXTFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 703 shares; 2024Q4: 703 shares; 2025Q1: not loaded; 2025Q2: 703 shares; 2025Q3: 703 shares 703$69.5K<0.01%0Timeline
AMKRAMKOR TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,374 shares; 2024Q4: 2,402 shares; 2025Q1: not loaded; 2025Q2: 2,448 shares; 2025Q3: 2,448 shares 2,448$69.5K<0.01%0Timeline
LYVLIVE NATION ENTERTAINMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 386 shares; 2025Q1: not loaded; 2025Q2: 383 shares; 2025Q3: 425 shares 425$69.4K<0.01%+42Timeline
XRPIVOLATILITY SHS 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: 4,017 shares 4,017$69.4K<0.01%newTimeline
TSLXSIXTH STREET SPECIALTY LENDIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,293 shares; 2024Q4: 14,284 shares; 2025Q1: not loaded; 2025Q2: 2,825 shares; 2025Q3: 3,034 shares 3,034$69.4K<0.01%+209Timeline
IBMQISHARES 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: 2,688 shares 2,688$68.9K<0.01%newTimeline
CERTCERTARA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,733 shares; 2024Q4: 1,698 shares; 2025Q1: not loaded; 2025Q2: 3,887 shares; 2025Q3: 5,636 shares 5,636$68.9K<0.01%+1,749Timeline
MSEXMIDDLESEX WTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,506 shares; 2024Q4: 1,272 shares; 2025Q1: not loaded; 2025Q2: 1,272 shares; 2025Q3: 1,272 shares 1,272$68.9K<0.01%0Timeline
XEVVXEATON VANCE LIMITED DURATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 111 shares; 2025Q1: not loaded; 2025Q2: 6,783 shares; 2025Q3: 6,783 shares 6,783$68.8K<0.01%0Timeline
IEPICAHN ENTERPRISES LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,033 shares; 2024Q4: 7,122 shares; 2025Q1: not loaded; 2025Q2: 7,971 shares; 2025Q3: 8,160 shares 8,160$68.7K<0.01%+189Timeline
IBMPISHARES 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: 2,691 shares 2,691$68.6K<0.01%newTimeline
EEMAISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 809 shares; 2024Q4: 843 shares; 2025Q1: not loaded; 2025Q2: 818 shares; 2025Q3: 745 shares 745$68.4K<0.01%-73Timeline
EOSEEOS ENERGY ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,030 shares; 2024Q4: 5,030 shares; 2025Q1: not loaded; 2025Q2: 14,155 shares; 2025Q3: 6,000 shares 6,000$68.3K<0.01%-8,155Timeline
KXIISHARES 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: 1,018 shares; 2025Q3: 1,060 shares 1,060$68.2K<0.01%+42Timeline
FXUFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 600 shares; 2025Q1: not loaded; 2025Q2: 1,248 shares; 2025Q3: 1,501 shares 1,501$68.2K<0.01%+253Timeline
EXREXTRA SPACE STORAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 407 shares; 2024Q4: 391 shares; 2025Q1: not loaded; 2025Q2: 454 shares; 2025Q3: 484 shares 484$68.2K<0.01%+30Timeline
BBBSBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361 shares; 2024Q4: 576 shares; 2025Q1: not loaded; 2025Q2: 829 shares; 2025Q3: 1,316 shares 1,316$68K<0.01%+487Timeline
JVALJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,517 shares; 2024Q4: 1,521 shares; 2025Q1: not loaded; 2025Q2: 1,500 shares; 2025Q3: 1,429 shares 1,429$67.9K<0.01%-71Timeline
BMRNBIOMARIN PHARMACEUTICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,286 shares; 2024Q4: 2,708 shares; 2025Q1: not loaded; 2025Q2: 2,525 shares; 2025Q3: 1,251 shares 1,251$67.8K<0.01%-1,274Timeline
EWDISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 809 shares; 2025Q1: not loaded; 2025Q2: 1,855 shares; 2025Q3: 1,435 shares 1,435$67.7K<0.01%-420Timeline
EVSMMORGAN STANLEY ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 101 shares; 2025Q1: not loaded; 2025Q2: 1,007 shares; 2025Q3: 1,342 shares 1,342$67.7K<0.01%+335Timeline
COLBCOLUMBIA BKG SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,623 shares; 2024Q4: 984 shares; 2025Q1: not loaded; 2025Q2: 2,696 shares; 2025Q3: 2,612 shares 2,612$67.2K<0.01%-84Timeline
TMPTOMPKINS FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,007 shares; 2024Q4: 1,007 shares; 2025Q1: not loaded; 2025Q2: 1,014 shares; 2025Q3: 1,014 shares 1,014$67.1K<0.01%0Timeline
ONTONTERRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,053 shares; 2024Q4: 2,442 shares; 2025Q1: not loaded; 2025Q2: 2,442 shares; 2025Q3: 2,442 shares 2,442$67K<0.01%0Timeline
VTWOVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: 715 shares; 2025Q1: not loaded; 2025Q2: 319 shares; 2025Q3: 685 shares 685$67K<0.01%+366Timeline
UTGREAVES UTIL INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298 shares; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,692 shares; 2025Q3: 1,692 shares 1,692$67K<0.01%0Timeline
TMDXTRANSMEDICS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77 shares; 2024Q4: 3,259 shares; 2025Q1: not loaded; 2025Q2: 197 shares; 2025Q3: 597 shares 597$67K<0.01%+400Timeline
ROKUROKU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334 shares; 2024Q4: 2,311 shares; 2025Q1: not loaded; 2025Q2: 670 shares; 2025Q3: 668 shares 668$66.9K<0.01%-2Timeline
INTFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 220 shares; 2025Q1: not loaded; 2025Q2: 220 shares; 2025Q3: 1,857 shares 1,857$66.7K<0.01%+1,637Timeline
FUTYFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,454 shares; 2024Q4: 2,769 shares; 2025Q1: not loaded; 2025Q2: 1,377 shares; 2025Q3: 1,179 shares 1,179$66.6K<0.01%-198Timeline
PATKPATRICK INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 444 shares; 2024Q4: 643 shares; 2025Q1: not loaded; 2025Q2: 640 shares; 2025Q3: 643 shares 643$66.5K<0.01%+3Timeline
DESWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,069 shares; 2024Q4: 882 shares; 2025Q1: not loaded; 2025Q2: 2,096 shares; 2025Q3: 1,967 shares 1,967$66.3K<0.01%-129Timeline
BJBJS WHSL CLUB HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 515 shares; 2024Q4: 546 shares; 2025Q1: not loaded; 2025Q2: 17,709 shares; 2025Q3: 710 shares 710$66.2K<0.01%-16,999Timeline
ASXASE TECHNOLOGY HLDG CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,122 shares; 2024Q4: 4,167 shares; 2025Q1: not loaded; 2025Q2: 5,098 shares; 2025Q3: 5,921 shares 5,921$65.7K<0.01%+823Timeline
BSJQINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,185 shares; 2024Q4: 2,796 shares; 2025Q1: not loaded; 2025Q2: 2,796 shares; 2025Q3: 2,796 shares 2,796$65.4K<0.01%0Timeline
RPVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 582 shares; 2024Q4: 582 shares; 2025Q1: not loaded; 2025Q2: 657 shares; 2025Q3: 657 shares 657$65.3K<0.01%0Timeline
BIPBROOKFIELD INFRASTRUCTURE PAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,542 shares; 2024Q4: 1,552 shares; 2025Q1: not loaded; 2025Q2: 2,849 shares; 2025Q3: 1,985 shares 1,985$65.3K<0.01%-864Timeline
NUSANUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,674 shares; 2024Q4: 2,708 shares; 2025Q1: not loaded; 2025Q2: 2,754 shares; 2025Q3: 2,781 shares 2,781$65.2K<0.01%+27Timeline
SLRCSLR INVESTMENT 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: 4,262 shares 4,262$65.2K<0.01%newTimeline
LADLITHIA MTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: not loaded; 2025Q2: 245 shares; 2025Q3: 206 shares 206$65.2K<0.01%-39Timeline
DFLVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,827 shares; 2024Q4: 1,827 shares; 2025Q1: not loaded; 2025Q2: 1,977 shares; 2025Q3: 1,977 shares 1,977$65K<0.01%0Timeline
SPBOSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 763 shares; 2024Q4: 3,521 shares; 2025Q1: not loaded; 2025Q2: 2,173 shares; 2025Q3: 2,195 shares 2,195$65K<0.01%+22Timeline
STPZPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,029 shares; 2025Q1: not loaded; 2025Q2: 1,384 shares; 2025Q3: 1,199 shares 1,199$65K<0.01%-185Timeline
IDRIDAHO STRATEGIC RESOURCESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 485 shares; 2024Q4: 485 shares; 2025Q1: not loaded; 2025Q2: 485 shares; 2025Q3: 1,919 shares 1,919$64.8K<0.01%+1,434Timeline
SSENTINELONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 380 shares; 2025Q1: not loaded; 2025Q2: 23 shares; 2025Q3: 3,680 shares 3,680$64.8K<0.01%+3,657Timeline
VALEVALE S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,942 shares; 2024Q4: 6,500 shares; 2025Q1: not loaded; 2025Q2: 5,444 shares; 2025Q3: 5,961 shares 5,961$64.7K<0.01%+517Timeline
ELLAUDER ESTEE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 473 shares; 2025Q1: not loaded; 2025Q2: 519 shares; 2025Q3: 733 shares 733$64.6K<0.01%+214Timeline
BMBLBUMBLE 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: 569 shares; 2025Q3: 10,588 shares 10,588$64.5K<0.01%+10,019Timeline
FTXNFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,391 shares; 2024Q4: 2,895 shares; 2025Q1: not loaded; 2025Q2: 2,262 shares; 2025Q3: 2,262 shares 2,262$64.4K<0.01%0Timeline
CCEPCOCA-COLA EUROPACIFIC PARTNEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,647 shares; 2024Q4: 2,259 shares; 2025Q1: not loaded; 2025Q2: 794 shares; 2025Q3: 712 shares 712$64.4K<0.01%-82Timeline
HYGWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,876 shares; 2025Q1: not loaded; 2025Q2: 1,904 shares; 2025Q3: 2,113 shares 2,113$64.2K<0.01%+209Timeline
VLYVALLEY NATL BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,626 shares; 2024Q4: 6,163 shares; 2025Q1: not loaded; 2025Q2: 6,168 shares; 2025Q3: 6,047 shares 6,047$64.1K<0.01%-121Timeline
VKTXVIKING THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,514 shares; 2024Q4: 4,422 shares; 2025Q1: not loaded; 2025Q2: 1,350 shares; 2025Q3: 2,433 shares 2,433$63.9K<0.01%+1,083Timeline
GLXYGALAXY DIGITAL INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 380 shares; 2025Q3: 1,890 shares 1,890$63.9K<0.01%+1,510Timeline
WRBBERKLEY W R CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,453 shares; 2024Q4: 1,602 shares; 2025Q1: not loaded; 2025Q2: 1,107 shares; 2025Q3: 834 shares 834$63.9K<0.01%-273Timeline
PERFORMANT HEALTHCARE INCPERFORMANT HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,250 shares; 2024Q4: 8,250 shares; 2025Q1: not loaded; 2025Q2: 8,250 shares; 2025Q3: 8,250 shares 8,250$63.8K<0.01%0
BUFGFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,333 shares; 2024Q4: 2,357 shares; 2025Q1: not loaded; 2025Q2: 2,364 shares; 2025Q3: 2,359 shares 2,359$63.6K<0.01%-5Timeline
NZFNUVEEN MUN CR INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: not loaded; 2025Q2: 5,051 shares; 2025Q3: 5,051 shares 5,051$63.4K<0.01%0Timeline
CARECARTER BANKSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,357 shares; 2025Q1: not loaded; 2025Q2: 3,268 shares; 2025Q3: 3,268 shares 3,268$63.4K<0.01%0Timeline
HEHAWAIIAN ELEC INDS INC MTN BQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,738 shares; 2024Q4: 8,013 shares; 2025Q1: not loaded; 2025Q2: 8,013 shares; 2025Q3: 5,745 shares 5,745$63.4K<0.01%-2,268Timeline
CRSPCRISPR THERAPEUTICS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,275 shares; 2024Q4: 984 shares; 2025Q1: not loaded; 2025Q2: 978 shares; 2025Q3: 978 shares 978$63.4K<0.01%0Timeline
FISRSSGA ACTIVE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,534 shares; 2024Q4: 2,479 shares; 2025Q1: not loaded; 2025Q2: 2,713 shares; 2025Q3: 2,424 shares 2,424$63.2K<0.01%-289Timeline
PRNINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 364 shares; 2025Q1: not loaded; 2025Q2: 364 shares; 2025Q3: 364 shares 364$63K<0.01%0Timeline
GILGILDAN ACTIVEWEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,206 shares; 2024Q4: 1,097 shares; 2025Q1: not loaded; 2025Q2: 1,226 shares; 2025Q3: 1,089 shares 1,089$62.9K<0.01%-137Timeline
QQQXNUVEEN NASDAQ 100 DYNAMIC OVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,290 shares; 2024Q4: 2,290 shares; 2025Q1: not loaded; 2025Q2: 2,290 shares; 2025Q3: 2,290 shares 2,290$62.9K<0.01%0Timeline
CGSMCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382 shares; 2024Q4: 1,236 shares; 2025Q1: not loaded; 2025Q2: 1,125 shares; 2025Q3: 2,381 shares 2,381$62.8K<0.01%+1,256Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,087 shares; 2024Q4: 4,108 shares; 2025Q1: not loaded; 2025Q2: 3,502 shares; 2025Q3: 1,940 shares 1,940$62.5K<0.01%-1,562Timeline
HPSHANCOCK JOHN PFD INCOME FD IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,883 shares; 2024Q4: 42,223 shares; 2025Q1: not loaded; 2025Q2: 4,045 shares; 2025Q3: 4,045 shares 4,045$62.5K<0.01%0Timeline
PSCCINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,881 shares; 2025Q3: 1,894 shares 1,894$62.4K<0.01%+13Timeline
IYZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299 shares; 2024Q4: 1,199 shares; 2025Q1: not loaded; 2025Q2: 1,961 shares; 2025Q3: 1,933 shares 1,933$62.4K<0.01%-28Timeline
ARMKARAMARKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 533 shares; 2024Q4: 1,424 shares; 2025Q1: not loaded; 2025Q2: 1,661 shares; 2025Q3: 1,619 shares 1,619$62.2K<0.01%-42Timeline
IVRINVESCO MORTGAGE CAPITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,030 shares; 2024Q4: 3,640 shares; 2025Q1: not loaded; 2025Q2: 8,052 shares; 2025Q3: 8,206 shares 8,206$62K<0.01%+154Timeline
VEGIISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,721 shares; 2024Q4: 1,682 shares; 2025Q1: not loaded; 2025Q2: 1,606 shares; 2025Q3: 1,580 shares 1,580$62K<0.01%-26Timeline
SECTNORTHERN 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: 932 shares; 2025Q1: not loaded; 2025Q2: 980 shares; 2025Q3: 983 shares 983$61.9K<0.01%+3Timeline
DTHWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: not loaded; 2025Q2: 1,255 shares; 2025Q3: 1,257 shares 1,257$61.8K<0.01%+2Timeline
RUMRUM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,000 shares; 2025Q1: not loaded; 2025Q2: 8,500 shares; 2025Q3: 8,500 shares 8,500$61.5K<0.01%0Timeline
ARKXARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,100 shares; 2025Q1: not loaded; 2025Q2: 2,100 shares; 2025Q3: 2,145 shares 2,145$61.2K<0.01%+45Timeline
CCBCOASTAL FINL CORP WAQuarterly 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: 565 shares; 2025Q3: 565 shares 565$61.1K<0.01%0Timeline
FHLCFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 634 shares; 2025Q1: not loaded; 2025Q2: 912 shares; 2025Q3: 914 shares 914$61.1K<0.01%+2Timeline
WSTWEST PHARMACEUTICAL SVSC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 469 shares; 2024Q4: 446 shares; 2025Q1: not loaded; 2025Q2: 226 shares; 2025Q3: 232 shares 232$60.9K<0.01%+6Timeline
ALKALASKA AIR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,252 shares; 2024Q4: 1,252 shares; 2025Q1: not loaded; 2025Q2: 1,152 shares; 2025Q3: 1,214 shares 1,214$60.4K<0.01%+62Timeline
AOCTINNOVATOR 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: not reported; 2025Q3: 2,297 shares 2,297$60.3K<0.01%newTimeline
TYLTYLER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 116 shares; 2025Q1: not loaded; 2025Q2: 131 shares; 2025Q3: 115 shares 115$60.2K<0.01%-16Timeline
TQQQPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 356 shares; 2024Q4: 358 shares; 2025Q1: not loaded; 2025Q2: 1,779 shares; 2025Q3: 580 shares 580$59.9K<0.01%-1,199Timeline
FPEIFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,207 shares; 2024Q4: 3,036 shares; 2025Q1: not loaded; 2025Q2: 3,163 shares; 2025Q3: 3,089 shares 3,089$59.7K<0.01%-74Timeline
KOMPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,004 shares; 2024Q4: 1,004 shares; 2025Q1: not loaded; 2025Q2: 986 shares; 2025Q3: 959 shares 959$59.7K<0.01%-27Timeline
HEZUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 106 shares; 2025Q1: not loaded; 2025Q2: 1,417 shares; 2025Q3: 1,415 shares 1,415$59.7K<0.01%-2Timeline
CRPTFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,626 shares; 2024Q4: 1,712 shares; 2025Q1: not loaded; 2025Q2: 2,643 shares; 2025Q3: 2,678 shares 2,678$59.7K<0.01%+35Timeline
GQREFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 986 shares; 2024Q4: 986 shares; 2025Q1: not loaded; 2025Q2: 986 shares; 2025Q3: 979 shares 979$59.7K<0.01%-7Timeline
FLKRFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,479 shares; 2024Q4: 2,322 shares; 2025Q1: not loaded; 2025Q2: 2,217 shares; 2025Q3: 2,206 shares 2,206$59.5K<0.01%-11Timeline
ABLDABACUS FCF ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,893 shares; 2024Q4: 2,065 shares; 2025Q1: not loaded; 2025Q2: 2,065 shares; 2025Q3: 2,065 shares 2,065$59.4K<0.01%0Timeline
AVSEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 933 shares 933$59.3K<0.01%newTimeline
IWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,476 shares; 2024Q4: 48 shares; 2025Q1: not loaded; 2025Q2: 671 shares; 2025Q3: 674 shares 674$59.2K<0.01%+3Timeline
TEMTEMPUS AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15 shares; 2025Q1: not loaded; 2025Q2: 566 shares; 2025Q3: 733 shares 733$59.2K<0.01%+167Timeline
EVXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 302 shares; 2025Q1: not loaded; 2025Q2: 1,510 shares; 2025Q3: 1,510 shares 1,510$58.8K<0.01%0Timeline
SAMBOSTON BEER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276 shares; 2024Q4: 277 shares; 2025Q1: not loaded; 2025Q2: 277 shares; 2025Q3: 278 shares 278$58.8K<0.01%+1Timeline
PTFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 873 shares; 2024Q4: 873 shares; 2025Q1: not loaded; 2025Q2: 873 shares; 2025Q3: 782 shares 782$58.5K<0.01%-91Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 551 shares; 2025Q1: not loaded; 2025Q2: 140 shares; 2025Q3: 442 shares 442$58.4K<0.01%+302Timeline
FICOFAIR ISAAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 596 shares; 2025Q1: not loaded; 2025Q2: 93 shares; 2025Q3: 39 shares 39$58.4K<0.01%-54Timeline
GLPIGAMING & LEISURE PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 887 shares; 2024Q4: 874 shares; 2025Q1: not loaded; 2025Q2: 1,282 shares; 2025Q3: 1,251 shares 1,251$58.3K<0.01%-31Timeline
FLINFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,662 shares; 2024Q4: 1,870 shares; 2025Q1: not loaded; 2025Q2: 1,562 shares; 2025Q3: 1,562 shares 1,562$58.2K<0.01%0Timeline
POWLPOWELL INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: not loaded; 2025Q2: 192 shares; 2025Q3: 191 shares 191$58.2K<0.01%-1Timeline
CCKCROWN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 88 shares; 2025Q1: not loaded; 2025Q2: 657 shares; 2025Q3: 601 shares 601$58.1K<0.01%-56Timeline
FEMSFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,511 shares; 2024Q4: 1,311 shares; 2025Q1: not loaded; 2025Q2: 1,311 shares; 2025Q3: 1,311 shares 1,311$57.9K<0.01%0Timeline
FANFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,309 shares; 2024Q4: 1,297 shares; 2025Q1: not loaded; 2025Q2: 1,288 shares; 2025Q3: 3,015 shares 3,015$57.9K<0.01%+1,727Timeline
ONTOONTO INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315 shares; 2024Q4: 329 shares; 2025Q1: not loaded; 2025Q2: 422 shares; 2025Q3: 448 shares 448$57.9K<0.01%+26Timeline
DAVEDAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 504 shares; 2025Q1: not loaded; 2025Q2: 362 shares; 2025Q3: 289 shares 289$57.6K<0.01%-73Timeline
PTONPELOTON INTERACTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,107 shares; 2024Q4: 13,614 shares; 2025Q1: not loaded; 2025Q2: 5,916 shares; 2025Q3: 6,391 shares 6,391$57.5K<0.01%+475Timeline
VTWVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362 shares; 2024Q4: 364 shares; 2025Q1: not loaded; 2025Q2: 367 shares; 2025Q3: 369 shares 369$57.5K<0.01%+2Timeline
VIPSVIPSHOP HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 394 shares; 2024Q4: 1,505 shares; 2025Q1: not loaded; 2025Q2: 433 shares; 2025Q3: 2,925 shares 2,925$57.4K<0.01%+2,492Timeline
SPHBINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 520 shares; 2025Q1: not loaded; 2025Q2: 522 shares; 2025Q3: 523 shares 523$57.4K<0.01%+1Timeline
RPGINVESCO 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: 1,200 shares; 2025Q3: 1,200 shares 1,200$57.3K<0.01%0Timeline
FTAIFTAI AVIATION LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 23 shares; 2025Q1: not loaded; 2025Q2: 35 shares; 2025Q3: 343 shares 343$57.3K<0.01%+308Timeline
CGCARLYLE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 859 shares; 2024Q4: 900 shares; 2025Q1: not loaded; 2025Q2: 502 shares; 2025Q3: 911 shares 911$57.1K<0.01%+409Timeline
EHCENCOMPASS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 253 shares; 2025Q1: not loaded; 2025Q2: 365 shares; 2025Q3: 449 shares 449$57K<0.01%+84Timeline
HISFFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,254 shares; 2024Q4: 1,255 shares; 2025Q1: not loaded; 2025Q2: 1,259 shares; 2025Q3: 1,261 shares 1,261$56.9K<0.01%+2Timeline
SIMOSILICON MOTION TECHNOLOGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 351 shares; 2024Q4: 505 shares; 2025Q1: not loaded; 2025Q2: 587 shares; 2025Q3: 599 shares 599$56.8K<0.01%+12Timeline
PTHINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276 shares; 2024Q4: 1,287 shares; 2025Q1: not loaded; 2025Q2: 1,287 shares; 2025Q3: 1,287 shares 1,287$56.7K<0.01%0Timeline
WSOWATSCO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124 shares; 2024Q4: 212 shares; 2025Q1: not loaded; 2025Q2: 134 shares; 2025Q3: 140 shares 140$56.7K<0.01%+6Timeline
CTRECARETRUST REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,415 shares; 2024Q4: 1,289 shares; 2025Q1: not loaded; 2025Q2: 1,407 shares; 2025Q3: 1,621 shares 1,621$56.2K<0.01%+214Timeline
NXTGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 539 shares; 2024Q4: 539 shares; 2025Q1: not loaded; 2025Q2: 540 shares; 2025Q3: 541 shares 541$56K<0.01%+1Timeline
QCLNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,314 shares; 2024Q4: 1,314 shares; 2025Q1: not loaded; 2025Q2: 820 shares; 2025Q3: 1,333 shares 1,333$55.9K<0.01%+513Timeline
FUMBFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,940 shares; 2024Q4: 2,775 shares; 2025Q1: not loaded; 2025Q2: 2,775 shares; 2025Q3: 2,775 shares 2,775$55.8K<0.01%0Timeline
CORTCORCEPT THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: 140 shares; 2025Q1: not loaded; 2025Q2: 806 shares; 2025Q3: 671 shares 671$55.8K<0.01%-135Timeline
PSRINVESCO ACTIVELY MANAGED EXCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: not loaded; 2025Q2: 100 shares; 2025Q3: 600 shares 600$55.6K<0.01%+500Timeline
ALSNALLISON TRANSMISSION HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 481 shares; 2024Q4: 752 shares; 2025Q1: not loaded; 2025Q2: 1,986 shares; 2025Q3: 652 shares 652$55.3K<0.01%-1,334Timeline
CEFSPROTT ASSET MANAGEMENT LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: not loaded; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares 1,500$55K<0.01%0Timeline
POOLPOOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 749 shares; 2025Q1: not loaded; 2025Q2: 173 shares; 2025Q3: 177 shares 177$54.9K<0.01%+4Timeline
GGGGRACO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 261 shares; 2025Q1: not loaded; 2025Q2: 658 shares; 2025Q3: 644 shares 644$54.7K<0.01%-14Timeline
MBSANGEL OAK FUNDS 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: 6,175 shares; 2025Q3: 6,262 shares 6,262$54.6K<0.01%+87Timeline
URNMSPROTT FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,026 shares; 2024Q4: 112 shares; 2025Q1: not loaded; 2025Q2: 902 shares; 2025Q3: 902 shares 902$54.5K<0.01%0Timeline
ACVUHARTFORD FDS EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,976 shares; 2024Q4: 2,052 shares; 2025Q1: not loaded; 2025Q2: 2,052 shares; 2025Q3: 2,052 shares 2,052$54.5K<0.01%0Timeline
EXLSEXLSERVICE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,850 shares; 2024Q4: 1,677 shares; 2025Q1: not loaded; 2025Q2: 1,409 shares; 2025Q3: 1,236 shares 1,236$54.4K<0.01%-173Timeline
TSNTYSON FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,502 shares; 2024Q4: 1,478 shares; 2025Q1: not loaded; 2025Q2: 3,917 shares; 2025Q3: 1,001 shares 1,001$54.4K<0.01%-2,916Timeline
GCTGIGACLOUD TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 789 shares; 2024Q4: 8 shares; 2025Q1: not loaded; 2025Q2: 300 shares; 2025Q3: 1,903 shares 1,903$54K<0.01%+1,603Timeline
UTHRUNITED THERAPEUTICS CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 432 shares; 2024Q4: 596 shares; 2025Q1: not loaded; 2025Q2: 448 shares; 2025Q3: 129 shares 129$53.9K<0.01%-319Timeline
HYFIAB ACTIVE ETFS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294 shares; 2024Q4: 279 shares; 2025Q1: not loaded; 2025Q2: 465 shares; 2025Q3: 1,416 shares 1,416$53.7K<0.01%+951Timeline
CTASIMPLIFY EXCHANGE TRADED FUNQuarterly 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: 1,749 shares; 2025Q3: 1,920 shares 1,920$53.7K<0.01%+171Timeline
HUBBHUBBELL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 53 shares; 2025Q1: not loaded; 2025Q2: 121 shares; 2025Q3: 125 shares 125$53.7K<0.01%+4Timeline
IBHJISHARES 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: 2,000 shares; 2025Q3: 2,000 shares 2,000$53.6K<0.01%0Timeline
LNCLINCOLN NATL CORP INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,543 shares; 2024Q4: 1,392 shares; 2025Q1: not loaded; 2025Q2: 1,396 shares; 2025Q3: 1,324 shares 1,324$53.4K<0.01%-72Timeline
APAMARTISAN PARTNERS ASSET MGMTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,597 shares; 2024Q4: 1,514 shares; 2025Q1: not loaded; 2025Q2: 1,438 shares; 2025Q3: 1,229 shares 1,229$53.3K<0.01%-209Timeline
PRIPRIMERICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 42 shares; 2025Q1: not loaded; 2025Q2: 192 shares; 2025Q3: 192 shares 192$53.3K<0.01%0Timeline
UTFCOHEN & STEERS INFRASTRUCTURQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: not loaded; 2025Q2: 2,113 shares; 2025Q3: 2,137 shares 2,137$53K<0.01%+24Timeline
SFSTIFEL FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 675 shares; 2024Q4: 487 shares; 2025Q1: not loaded; 2025Q2: 465 shares; 2025Q3: 466 shares 466$52.9K<0.01%+1Timeline
ORCORCHID IS CAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,109 shares; 2024Q4: 5,514 shares; 2025Q1: not loaded; 2025Q2: 7,373 shares; 2025Q3: 7,527 shares 7,527$52.8K<0.01%+154Timeline
BUFBINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,476 shares; 2024Q4: 1,476 shares; 2025Q1: not loaded; 2025Q2: 1,476 shares; 2025Q3: 1,476 shares 1,476$52.8K<0.01%0Timeline
CAVACAVA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451 shares; 2024Q4: 490 shares; 2025Q1: not loaded; 2025Q2: 5,493 shares; 2025Q3: 872 shares 872$52.7K<0.01%-4,621Timeline
PAGPPLAINS GP HLDGS L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,042 shares; 2024Q4: 19,259 shares; 2025Q1: not loaded; 2025Q2: 2,885 shares; 2025Q3: 2,885 shares 2,885$52.6K<0.01%0Timeline
CMCANADIAN IMPERIAL BANK OF COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,701 shares; 2024Q4: 1,265 shares; 2025Q1: not loaded; 2025Q2: 1,498 shares; 2025Q3: 657 shares 657$52.5K<0.01%-841Timeline
QDPLPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: 725 shares; 2025Q1: not loaded; 2025Q2: 855 shares; 2025Q3: 1,250 shares 1,250$52.4K<0.01%+395Timeline
GUTGABELLI UTIL TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,417 shares; 2024Q4: 7,417 shares; 2025Q1: not loaded; 2025Q2: 8,593 shares; 2025Q3: 8,593 shares 8,593$52.2K<0.01%0Timeline
MFAMFA FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,018 shares; 2024Q4: 20,092 shares; 2025Q1: not loaded; 2025Q2: 5,593 shares; 2025Q3: 5,674 shares 5,674$52.1K<0.01%+81Timeline
OUSTOUSTER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,421 shares; 2024Q4: 2,071 shares; 2025Q1: not loaded; 2025Q2: 1,927 shares; 2025Q3: 1,927 shares 1,927$52.1K<0.01%0Timeline
HPFHANCOCK JOHN PFD INCOME FD IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,233 shares; 2024Q4: 33,730 shares; 2025Q1: not loaded; 2025Q2: 3,047 shares; 2025Q3: 3,087 shares 3,087$52K<0.01%+40Timeline
VWOBVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,022 shares; 2024Q4: 919 shares; 2025Q1: not loaded; 2025Q2: 586 shares; 2025Q3: 777 shares 777$52K<0.01%+191Timeline
WHRWHIRLPOOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 696 shares; 2024Q4: 680 shares; 2025Q1: not loaded; 2025Q2: 644 shares; 2025Q3: 659 shares 659$51.8K<0.01%+15Timeline
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 961 shares; 2024Q4: 961 shares; 2025Q1: not loaded; 2025Q2: 1,147 shares; 2025Q3: 1,076 shares 1,076$51.6K<0.01%-71Timeline
SSDSIMPSON MFG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 20 shares; 2025Q1: not loaded; 2025Q2: 308 shares; 2025Q3: 308 shares 308$51.5K<0.01%0Timeline
GINNGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 256 shares; 2025Q1: not loaded; 2025Q2: 698 shares; 2025Q3: 698 shares 698$51.5K<0.01%0Timeline
RABROOKFIELD REAL ASSETS INCOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239 shares; 2024Q4: 239 shares; 2025Q1: not loaded; 2025Q2: 1,953 shares; 2025Q3: 3,850 shares 3,850$51.4K<0.01%+1,897Timeline
HLHECLA MINING COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 199 shares; 2025Q1: not loaded; 2025Q2: 138 shares; 2025Q3: 4,247 shares 4,247$51.4K<0.01%+4,109Timeline
CMTCORE MOLDING TECHNOLOGIES INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: not loaded; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares 2,500$51.4K<0.01%0Timeline
SPESPECIAL OPPORTUNITIES FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,103 shares; 2025Q1: not loaded; 2025Q2: 3,241 shares; 2025Q3: 3,310 shares 3,310$51.3K<0.01%+69Timeline
ENPHENPHASE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 586 shares; 2024Q4: 602 shares; 2025Q1: not loaded; 2025Q2: 1,346 shares; 2025Q3: 1,445 shares 1,445$51.1K<0.01%+99Timeline
IHFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,234 shares; 2024Q4: 1,034 shares; 2025Q1: not loaded; 2025Q2: 1,344 shares; 2025Q3: 1,035 shares 1,035$51.1K<0.01%-309Timeline
AMGAFFILIATED MANAGERS GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 18 shares; 2025Q1: not loaded; 2025Q2: 16 shares; 2025Q3: 214 shares 214$51K<0.01%+198Timeline
PIOINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 1,111 shares; 2025Q1: not loaded; 2025Q2: 1,124 shares; 2025Q3: 1,135 shares 1,135$51K<0.01%+11Timeline
BEPCBROOKFIELD RENEWABLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 802 shares; 2025Q1: not loaded; 2025Q2: 1,266 shares; 2025Q3: 1,480 shares 1,480$50.9K<0.01%+214Timeline
TILEINTERFACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 252 shares; 2025Q1: not loaded; 2025Q2: 1,077 shares; 2025Q3: 1,759 shares 1,759$50.9K<0.01%+682Timeline
DTECALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 994 shares 994$50.8K<0.01%newTimeline
KBWDINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 820 shares; 2025Q1: not loaded; 2025Q2: 727 shares; 2025Q3: 3,750 shares 3,750$50.7K<0.01%+3,023Timeline
VIKVIKING HOLDINGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 663 shares; 2024Q4: 696 shares; 2025Q1: not loaded; 2025Q2: 834 shares; 2025Q3: 816 shares 816$50.7K<0.01%-18Timeline
RBRKRUBRIK INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 506 shares; 2025Q1: not loaded; 2025Q2: 5,811 shares; 2025Q3: 616 shares 616$50.7K<0.01%-5,195Timeline
HDEFDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 311 shares; 2025Q1: not loaded; 2025Q2: 739 shares; 2025Q3: 1,722 shares 1,722$50.7K<0.01%+983Timeline
BXPBXP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 580 shares; 2024Q4: 1,751 shares; 2025Q1: not loaded; 2025Q2: 2,081 shares; 2025Q3: 681 shares 681$50.6K<0.01%-1,400Timeline
IBMSISHARES 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: 1,940 shares 1,940$50.6K<0.01%newTimeline
NGDNEW GOLD 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: 2,419 shares; 2025Q3: 7,031 shares 7,031$50.5K<0.01%+4,612Timeline
CECOCECO ENVIRONMENTAL 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: 982 shares 982$50.3K<0.01%newTimeline
SITMSITIME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: not loaded; 2025Q2: 5 shares; 2025Q3: 166 shares 166$50K<0.01%+161Timeline
DTDYNATRACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,076 shares; 2024Q4: 1,069 shares; 2025Q1: not loaded; 2025Q2: 1,135 shares; 2025Q3: 1,028 shares 1,028$49.8K<0.01%-107Timeline
INODINNODATA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 608 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 646 shares 646$49.8K<0.01%newTimeline
PTLOPORTILLOS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,733 shares; 2024Q4: 10,422 shares; 2025Q1: not loaded; 2025Q2: 9,922 shares; 2025Q3: 7,713 shares 7,713$49.7K<0.01%-2,209Timeline
PTCPTC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 169 shares; 2025Q1: not loaded; 2025Q2: 322 shares; 2025Q3: 245 shares 245$49.7K<0.01%-77Timeline
KRCKILROY REALTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 971 shares; 2025Q1: not loaded; 2025Q2: 1,190 shares; 2025Q3: 1,175 shares 1,175$49.6K<0.01%-15Timeline
TCALT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 2,033 shares 2,033$49.6K<0.01%newTimeline
TPCTUTOR PERINI 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: 866 shares; 2025Q3: 755 shares 755$49.5K<0.01%-111Timeline
SOLVSOLVENTUM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 886 shares; 2024Q4: 768 shares; 2025Q1: not loaded; 2025Q2: 764 shares; 2025Q3: 676 shares 676$49.3K<0.01%-88Timeline
UDIVFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 942 shares; 2024Q4: 942 shares; 2025Q1: not loaded; 2025Q2: 942 shares; 2025Q3: 942 shares 942$49.3K<0.01%0Timeline
LASRNLIGHT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 148 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 1,664 shares 1,664$49.3K<0.01%newTimeline
SNDKSANDISK 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: 139 shares; 2025Q3: 439 shares 439$49.3K<0.01%+300Timeline
FNDCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,242 shares; 2024Q4: 922 shares; 2025Q1: not loaded; 2025Q2: 1,112 shares; 2025Q3: 1,106 shares 1,106$49.2K<0.01%-6Timeline
LIFLIFE360 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: 561 shares; 2025Q3: 462 shares 462$49.1K<0.01%-99Timeline
FSCOFS CREDIT OPPORTUNITIES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,028 shares; 2024Q4: 169,607 shares; 2025Q1: not loaded; 2025Q2: 16,753 shares; 2025Q3: 7,054 shares 7,054$48.7K<0.01%-9,699Timeline
AHRAMERICAN HEALTHCARE REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 694 shares; 2024Q4: 694 shares; 2025Q1: not loaded; 2025Q2: 317 shares; 2025Q3: 1,158 shares 1,158$48.6K<0.01%+841Timeline
BCSBARCLAYS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,641 shares; 2024Q4: 6,413 shares; 2025Q1: not loaded; 2025Q2: 2,174 shares; 2025Q3: 2,350 shares 2,350$48.6K<0.01%+176Timeline
TTMITTM TECHNOLOGIES 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: 974 shares; 2025Q3: 842 shares 842$48.5K<0.01%-132Timeline
INQQEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,725 shares; 2024Q4: 2,548 shares; 2025Q1: not loaded; 2025Q2: 3,047 shares; 2025Q3: 3,102 shares 3,102$48.4K<0.01%+55Timeline
QFINQFIN HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 646 shares; 2024Q4: 1,164 shares; 2025Q1: not loaded; 2025Q2: 1,568 shares; 2025Q3: 1,673 shares 1,673$48.1K<0.01%+105Timeline
FXZFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 854 shares; 2025Q1: not loaded; 2025Q2: 779 shares; 2025Q3: 781 shares 781$48.1K<0.01%+2Timeline
PACGRUPO AEROPORTUNARIO DEL PACQuarterly 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: 202 shares; 2025Q3: 203 shares 203$48.1K<0.01%+1Timeline
GTESGATES INDL CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,718 shares; 2024Q4: 2,040 shares; 2025Q1: not loaded; 2025Q2: 1,924 shares; 2025Q3: 1,936 shares 1,936$48.1K<0.01%+12Timeline
HOGHARLEY DAVIDSON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,004 shares; 2024Q4: 1,850 shares; 2025Q1: not loaded; 2025Q2: 2,108 shares; 2025Q3: 1,721 shares 1,721$48K<0.01%-387Timeline
NMRNOMURA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,320 shares; 2024Q4: 3,177 shares; 2025Q1: not loaded; 2025Q2: 2,222 shares; 2025Q3: 6,588 shares 6,588$47.9K<0.01%+4,366Timeline
CDWCDW CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 456 shares; 2024Q4: 531 shares; 2025Q1: not loaded; 2025Q2: 336 shares; 2025Q3: 300 shares 300$47.8K<0.01%-36Timeline
EQINCOLUMBIA ETF TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 653 shares; 2024Q4: 1,508 shares; 2025Q1: not loaded; 2025Q2: 1,022 shares; 2025Q3: 1,022 shares 1,022$47.7K<0.01%0Timeline
KDPKEURIG DR PEPPER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,662 shares; 2024Q4: 1,446 shares; 2025Q1: not loaded; 2025Q2: 1,656 shares; 2025Q3: 1,869 shares 1,869$47.7K<0.01%+213Timeline
AMRZAMRIZE LTDQuarterly 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: 982 shares 982$47.7K<0.01%newTimeline
SMMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,152 shares; 2024Q4: 1,152 shares; 2025Q1: not loaded; 2025Q2: 1,153 shares; 2025Q3: 1,107 shares 1,107$47.7K<0.01%-46Timeline
SWKSTANLEY BLACK & DECKER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 219 shares; 2025Q1: not loaded; 2025Q2: 2,430 shares; 2025Q3: 640 shares 640$47.6K<0.01%-1,790Timeline
PINSPINTEREST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,081 shares; 2024Q4: 1,019 shares; 2025Q1: not loaded; 2025Q2: 1,314 shares; 2025Q3: 1,478 shares 1,478$47.5K<0.01%+164Timeline
SLABSILICON LABORATORIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 542 shares; 2024Q4: 407 shares; 2025Q1: not loaded; 2025Q2: 411 shares; 2025Q3: 362 shares 362$47.5K<0.01%-49Timeline
FEXFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404 shares; 2024Q4: 404 shares; 2025Q1: not loaded; 2025Q2: 404 shares; 2025Q3: 404 shares 404$47.2K<0.01%0Timeline
XBBBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 519 shares; 2024Q4: 1,037 shares; 2025Q1: not loaded; 2025Q2: 1,122 shares; 2025Q3: 1,138 shares 1,138$47.1K<0.01%+16Timeline
CASYCASEYS GEN STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 88 shares; 2025Q1: not loaded; 2025Q2: 114 shares; 2025Q3: 83 shares 83$46.9K<0.01%-31Timeline
IWMINEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 842 shares; 2025Q1: not loaded; 2025Q2: 965 shares; 2025Q3: 965 shares 965$46.9K<0.01%0Timeline
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224 shares; 2024Q4: 187 shares; 2025Q1: not loaded; 2025Q2: 3,819 shares; 2025Q3: 97 shares 97$46.9K<0.01%-3,722
GPIGROUP 1 AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118 shares; 2024Q4: 188 shares; 2025Q1: not loaded; 2025Q2: 154 shares; 2025Q3: 107 shares 107$46.8K<0.01%-47Timeline
XMTRXOMETRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 628 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 856 shares 856$46.6K<0.01%newTimeline
BCEBCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,345 shares; 2024Q4: 869 shares; 2025Q1: not loaded; 2025Q2: 1,896 shares; 2025Q3: 1,993 shares 1,993$46.6K<0.01%+97Timeline
BLZEBACKBLAZE 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: 5,015 shares 5,015$46.5K<0.01%newTimeline
RGENREPLIGEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239 shares; 2024Q4: 368 shares; 2025Q1: not loaded; 2025Q2: 340 shares; 2025Q3: 348 shares 348$46.5K<0.01%+8Timeline
SPXCSPX TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: not loaded; 2025Q2: 247 shares; 2025Q3: 249 shares 249$46.5K<0.01%+2Timeline
SCISERVICE CORP INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 191 shares; 2025Q1: not loaded; 2025Q2: 558 shares; 2025Q3: 558 shares 558$46.5K<0.01%0Timeline
SPLBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,551 shares; 2024Q4: 1,504 shares; 2025Q1: not loaded; 2025Q2: 1,933 shares; 2025Q3: 2,005 shares 2,005$46.4K<0.01%+72Timeline
TECHBIO-TECHNE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,002 shares; 2024Q4: 857 shares; 2025Q1: not loaded; 2025Q2: 882 shares; 2025Q3: 831 shares 831$46.2K<0.01%-51Timeline
KRMNKARMAN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 11 shares; 2025Q3: 640 shares 640$46.2K<0.01%+629Timeline
PFLTPENNANTPARK FLOATING RATE CAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,000 shares; 2024Q4: 19,013 shares; 2025Q1: not loaded; 2025Q2: 3,928 shares; 2025Q3: 5,188 shares 5,188$46.1K<0.01%+1,260Timeline
ALVAUTOLIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 1 shares; 2025Q1: not loaded; 2025Q2: 2 shares; 2025Q3: 373 shares 373$46.1K<0.01%+371Timeline
PNFPPINNACLE FINANCIAL PARTNERSQuarterly 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: 476 shares; 2025Q3: 491 shares 491$46.1K<0.01%+15Timeline
ELVAELECTROVAYA 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: 7,818 shares 7,818$46K<0.01%newTimeline
PNNTPENNANTPARK INVTS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,351 shares; 2024Q4: 26,287 shares; 2025Q1: not loaded; 2025Q2: 7,283 shares; 2025Q3: 6,834 shares 6,834$45.9K<0.01%-449Timeline
STRKSTRATEGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 500 shares 500$45.9K<0.01%newTimeline
TRUTRANSUNIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 77 shares; 2025Q1: not loaded; 2025Q2: 535 shares; 2025Q3: 547 shares 547$45.8K<0.01%+12Timeline
SBACSBA COMMUNICATIONS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441 shares; 2024Q4: 415 shares; 2025Q1: not loaded; 2025Q2: 277 shares; 2025Q3: 237 shares 237$45.8K<0.01%-40Timeline
CTEVCLARITEV CORPORATIONQuarterly 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: 861 shares; 2025Q3: 861 shares 861$45.7K<0.01%0Timeline
PATHUIPATH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,295 shares; 2024Q4: 895 shares; 2025Q1: not loaded; 2025Q2: 1,909 shares; 2025Q3: 3,412 shares 3,412$45.7K<0.01%+1,503Timeline
PSETPRINCIPAL EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 926 shares; 2024Q4: 837 shares; 2025Q1: not loaded; 2025Q2: 838 shares; 2025Q3: 600 shares 600$45.6K<0.01%-238Timeline
PSIXPOWER SOLUTIONS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 574 shares; 2025Q3: 464 shares 464$45.6K<0.01%-110Timeline
FCCOFIRST CMNTY CORP S CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,610 shares; 2025Q1: not loaded; 2025Q2: 1,610 shares; 2025Q3: 1,610 shares 1,610$45.4K<0.01%0Timeline
ONONON HLDG AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,251 shares; 2024Q4: 22,964 shares; 2025Q1: not loaded; 2025Q2: 10,975 shares; 2025Q3: 1,072 shares 1,072$45.4K<0.01%-9,903Timeline
BSTBLACKROCK SCIENCE & TECHNOLOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,096 shares; 2024Q4: 1,096 shares; 2025Q1: not loaded; 2025Q2: 1,096 shares; 2025Q3: 1,096 shares 1,096$45.3K<0.01%0Timeline
PBHPRESTIGE CONSMR HEALTHCARE IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 933 shares; 2024Q4: 849 shares; 2025Q1: not loaded; 2025Q2: 700 shares; 2025Q3: 723 shares 723$45.1K<0.01%+23Timeline
OPRXOPTIMIZERX 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: 2,750 shares; 2025Q3: 2,199 shares 2,199$45.1K<0.01%-551Timeline
DIVIFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 76 shares; 2025Q1: not loaded; 2025Q2: 1,208 shares; 2025Q3: 1,208 shares 1,208$45.1K<0.01%0Timeline
KNKNOWLES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,309 shares; 2024Q4: 1,778 shares; 2025Q1: not loaded; 2025Q2: 1,932 shares; 2025Q3: 1,932 shares 1,932$45K<0.01%0Timeline
GUNRFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,285 shares; 2024Q4: 1,439 shares; 2025Q1: not loaded; 2025Q2: 1,196 shares; 2025Q3: 1,027 shares 1,027$45K<0.01%-169Timeline
PMOFRANKLIN MUN OPPORTUNITIES TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,348 shares; 2024Q4: 4,348 shares; 2025Q1: not loaded; 2025Q2: 4,348 shares; 2025Q3: 4,348 shares 4,348$44.9K<0.01%0Timeline
HBMHUDBAY MINERALS 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: 2,961 shares 2,961$44.9K<0.01%newTimeline
GPKGRAPHIC PACKAGING HLDG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,066 shares; 2024Q4: 2,098 shares; 2025Q1: not loaded; 2025Q2: 1,387 shares; 2025Q3: 2,291 shares 2,291$44.8K<0.01%+904Timeline
MOHMOLINA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 212 shares; 2025Q1: not loaded; 2025Q2: 228 shares; 2025Q3: 234 shares 234$44.8K<0.01%+6Timeline
CQPCHENIERE ENERGY PARTNERS L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,104 shares; 2024Q4: 900 shares; 2025Q1: not loaded; 2025Q2: 827 shares; 2025Q3: 827 shares 827$44.5K<0.01%0Timeline
ASMAVINO SILVER & GOLD MINES LTQuarterly 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: 8,474 shares 8,474$44.5K<0.01%newTimeline
MNANYLIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,065 shares; 2024Q4: 790 shares; 2025Q1: not loaded; 2025Q2: 1,231 shares; 2025Q3: 1,231 shares 1,231$44.2K<0.01%0Timeline
FCALFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 876 shares; 2024Q4: 883 shares; 2025Q1: not loaded; 2025Q2: 898 shares; 2025Q3: 905 shares 905$44.1K<0.01%+7Timeline
JMIAJUMIA TECHNOLOGIES AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: not loaded; 2025Q2: 1,800 shares; 2025Q3: 3,800 shares 3,800$44.1K<0.01%+2,000Timeline
HTDHANCOCK JOHN TAX-ADVANTAGEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,056 shares; 2024Q4: 6,483 shares; 2025Q1: not loaded; 2025Q2: 1,764 shares; 2025Q3: 1,776 shares 1,776$44.1K<0.01%+12Timeline
PAAPLAINS ALL AMERN PIPELINE LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 454 shares; 2024Q4: 1,023 shares; 2025Q1: not loaded; 2025Q2: 454 shares; 2025Q3: 2,582 shares 2,582$44K<0.01%+2,128Timeline
IBMRISHARES 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: 1,724 shares 1,724$44K<0.01%newTimeline
AMANTERO MIDSTREAM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,214 shares; 2024Q4: 905 shares; 2025Q1: not loaded; 2025Q2: 1,698 shares; 2025Q3: 2,263 shares 2,263$44K<0.01%+565Timeline
FNFFIDELITY NATL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 641 shares; 2024Q4: 685 shares; 2025Q1: not loaded; 2025Q2: 714 shares; 2025Q3: 727 shares 727$44K<0.01%+13Timeline
TMETENCENT MUSIC ENTMT GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 876 shares; 2024Q4: 236 shares; 2025Q1: not loaded; 2025Q2: 132 shares; 2025Q3: 1,883 shares 1,883$43.9K<0.01%+1,751Timeline
GTLBGITLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 61 shares; 2025Q1: not loaded; 2025Q2: 529 shares; 2025Q3: 974 shares 974$43.9K<0.01%+445Timeline
RFILRF INDS LTDQuarterly 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: 5,322 shares 5,322$43.8K<0.01%newTimeline
FYCFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 661 shares; 2024Q4: 571 shares; 2025Q1: not loaded; 2025Q2: 481 shares; 2025Q3: 481 shares 481$43.6K<0.01%0Timeline
PRDOPERDOCEO ED CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 249 shares; 2025Q1: not loaded; 2025Q2: 770 shares; 2025Q3: 1,154 shares 1,154$43.5K<0.01%+384Timeline
NMRKNEWMARK GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 249 shares; 2025Q1: not loaded; 2025Q2: 986 shares; 2025Q3: 2,326 shares 2,326$43.4K<0.01%+1,340Timeline
PDMPIEDMONT REALTY TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,675 shares; 2024Q4: 4,675 shares; 2025Q1: not loaded; 2025Q2: 4,675 shares; 2025Q3: 4,815 shares 4,815$43.3K<0.01%+140Timeline
FLBLFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 1,112 shares; 2025Q1: not loaded; 2025Q2: 990 shares; 2025Q3: 1,800 shares 1,800$43.2K<0.01%+810Timeline
LEGRFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,225 shares; 2024Q4: 768 shares; 2025Q1: not loaded; 2025Q2: 768 shares; 2025Q3: 768 shares 768$43.2K<0.01%0Timeline
FMATFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136 shares; 2024Q4: 813 shares; 2025Q1: not loaded; 2025Q2: 820 shares; 2025Q3: 822 shares 822$43.1K<0.01%+2Timeline
BHEBENCHMARK ELECTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,135 shares; 2024Q4: 1,099 shares; 2025Q1: not loaded; 2025Q2: 1,088 shares; 2025Q3: 1,118 shares 1,118$43.1K<0.01%+30Timeline
QXOQXO 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: 17,776 shares; 2025Q3: 2,257 shares 2,257$43K<0.01%-15,519Timeline
COMTISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,028 shares; 2024Q4: 2,364 shares; 2025Q1: not loaded; 2025Q2: 1,593 shares; 2025Q3: 1,593 shares 1,593$42.8K<0.01%0Timeline
HLNEHAMILTON LANE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: not loaded; 2025Q2: 140 shares; 2025Q3: 317 shares 317$42.7K<0.01%+177Timeline
CHWYCHEWY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 706 shares; 2024Q4: 837 shares; 2025Q1: not loaded; 2025Q2: 980 shares; 2025Q3: 1,056 shares 1,056$42.7K<0.01%+76Timeline
RWOSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,368 shares; 2024Q4: 992 shares; 2025Q1: not loaded; 2025Q2: 930 shares; 2025Q3: 933 shares 933$42.7K<0.01%+3Timeline
WITWIPRO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,146 shares; 2024Q4: 4,992 shares; 2025Q1: not loaded; 2025Q2: 10,514 shares; 2025Q3: 16,178 shares 16,178$42.5K<0.01%+5,664Timeline
BXMTBLACKSTONE MORTGAGE TRUST INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,748 shares; 2024Q4: 2,734 shares; 2025Q1: not loaded; 2025Q2: 2,305 shares; 2025Q3: 2,308 shares 2,308$42.5K<0.01%+3Timeline
SRVRPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,215 shares; 2024Q4: 1,220 shares; 2025Q1: not loaded; 2025Q2: 1,264 shares; 2025Q3: 1,339 shares 1,339$42.4K<0.01%+75Timeline
NACNUVEEN CA DIVI ADV MUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,685 shares; 2024Q4: 3,685 shares; 2025Q1: not loaded; 2025Q2: 3,685 shares; 2025Q3: 3,685 shares 3,685$42.4K<0.01%0Timeline
BLDRBUILDERS FIRSTSOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 452 shares; 2024Q4: 406 shares; 2025Q1: not loaded; 2025Q2: 450 shares; 2025Q3: 349 shares 349$42.3K<0.01%-101Timeline
PIDINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,156 shares; 2024Q4: 2,167 shares; 2025Q1: not loaded; 2025Q2: 2,113 shares; 2025Q3: 1,986 shares 1,986$42.2K<0.01%-127Timeline
CYDCHINA YUCHAI INTL LTDQuarterly 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: 1,020 shares 1,020$42.2K<0.01%newTimeline
ABXBABACUS FCF ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,161 shares; 2024Q4: 2,145 shares; 2025Q1: not loaded; 2025Q2: 2,145 shares; 2025Q3: 2,145 shares 2,145$42.1K<0.01%0Timeline
SWANAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 98 shares; 2025Q1: not loaded; 2025Q2: 1,115 shares; 2025Q3: 1,304 shares 1,304$42K<0.01%+189Timeline
PBEINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: not loaded; 2025Q2: 600 shares; 2025Q3: 600 shares 600$41.9K<0.01%0Timeline
ACTUACTUATE THERAPEUTICS 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: 6,250 shares; 2025Q3: 6,250 shares 6,250$41.8K<0.01%0Timeline
LGNDLIGAND PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 42 shares; 2025Q1: not loaded; 2025Q2: 199 shares; 2025Q3: 236 shares 236$41.8K<0.01%+37Timeline

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