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HARBOUR INVESTMENTS, INC.

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13F filer, CIK 810121, MADISON, WI

HARBOUR INVESTMENTS, INC. reported $4,931,543,889 across 3,866 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-09. Its ten largest share positions make up 21.83% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000810121-26-000002

Period
2025-12-31
Reported value
$4.93B
Holdings
3,866
Top 10 weight
21.83%
New
330
Sold out
210

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AVDEadded+432,497$35.6M
ABBVadded+146,611$33.5M
LOTInew+1,120,492$28.3M
DFSVnew+684,890$22.5M
DUHPadded+581,032$22.1M

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
FTCSreduced-191,701-$17.7M
FVDreduced-208,925-$9.63M
SCHXreduced-323,507-$8.71M
SCHDreduced-303,894-$8.34M
SDVYreduced-204,875-$7.85M

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

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0000810121-26-000002, largest first. % of portfolio is the value over $4,931,543,889, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SEPZELEVATION SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares 1,100$46.5K<0.01%0Timeline
AAALCOA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,461 shares; 2024Q4: 13,466 shares; 2025Q1: 13,467 shares; 2025Q2: 318 shares; 2025Q3: 476 shares; 2025Q4: 872 shares 872$46.4K<0.01%+396Timeline
CGVVCAPITAL GROUP EQUITY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,047 shares; 2025Q4: 1,715 shares 1,715$46.1K<0.01%+668Timeline
ALNYALNYLAM PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 133 shares; 2025Q1: 91 shares; 2025Q2: 96 shares; 2025Q3: 127 shares; 2025Q4: 116 shares 116$46.1K<0.01%-11Timeline
AUGPPGIM ROCK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,980 shares; 2025Q4: 1,480 shares 1,480$46K<0.01%-500Timeline
EWOISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,285 shares 1,285$45.6K<0.01%newTimeline
TAXFAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 999 shares; 2024Q4: 999 shares; 2025Q1: 899 shares; 2025Q2: 899 shares; 2025Q3: 899 shares; 2025Q4: 899 shares 899$45.3K<0.01%0Timeline
ALTYGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,793 shares 3,793$45.2K<0.01%newTimeline
INCYINCYTE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: 3 shares; 2025Q2: 102 shares; 2025Q3: 383 shares; 2025Q4: 458 shares 458$45.2K<0.01%+75Timeline
CNHCNH INDL N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 467 shares; 2024Q4: 549 shares; 2025Q1: 4,376 shares; 2025Q2: 4,191 shares; 2025Q3: 4,609 shares; 2025Q4: 4,899 shares 4,899$45.2K<0.01%+290Timeline
DRIVGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,999 shares; 2024Q4: 2,955 shares; 2025Q1: 2,760 shares; 2025Q2: 1,746 shares; 2025Q3: 1,773 shares; 2025Q4: 1,521 shares 1,521$45K<0.01%-252Timeline
AIC3 AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,050 shares; 2024Q4: 2,934 shares; 2025Q1: 2,827 shares; 2025Q2: 2,125 shares; 2025Q3: 2,842 shares; 2025Q4: 3,331 shares 3,331$44.9K<0.01%+489Timeline
CPAYCORPAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 12 shares; 2025Q3: 110 shares; 2025Q4: 149 shares 149$44.8K<0.01%+39Timeline
IWCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 194 shares; 2025Q1: 194 shares; 2025Q2: 194 shares; 2025Q3: 194 shares; 2025Q4: 284 shares 284$44.8K<0.01%+90Timeline
KJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,353 shares; 2024Q4: 6,285 shares; 2025Q1: 6,200 shares; 2025Q2: 6,200 shares; 2025Q3: 9,531 shares; 2025Q4: 1,411 shares 1,411$44.7K<0.01%-8,120Timeline
LYVLIVE NATION ENTERTAINMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 448 shares; 2024Q4: 464 shares; 2025Q1: 477 shares; 2025Q2: 315 shares; 2025Q3: 320 shares; 2025Q4: 313 shares 313$44.6K<0.01%-7Timeline
SCECCAPITOL SER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,759 shares 1,759$44.6K<0.01%newTimeline
JKHYHENRY JACK & ASSOC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 240 shares; 2025Q1: 253 shares; 2025Q2: 267 shares; 2025Q3: 307 shares; 2025Q4: 244 shares 244$44.5K<0.01%-63Timeline
FCALFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,545 shares; 2024Q4: 1,465 shares; 2025Q1: 1,468 shares; 2025Q2: 1,472 shares; 2025Q3: 1,476 shares; 2025Q4: 902 shares 902$44.5K<0.01%-574Timeline
CVYINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,132 shares; 2024Q4: 1,132 shares; 2025Q1: 1,132 shares; 2025Q2: 1,132 shares; 2025Q3: 1,132 shares; 2025Q4: 1,655 shares 1,655$44.4K<0.01%+523Timeline
UTESETFIS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 234 shares; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 562 shares 562$44.3K<0.01%+2Timeline
AMANTERO MIDSTREAM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,521 shares; 2024Q4: 2,540 shares; 2025Q1: 2,557 shares; 2025Q2: 3,065 shares; 2025Q3: 3,038 shares; 2025Q4: 2,488 shares 2,488$44.3K<0.01%-550Timeline
STMSTMICROELECTRONICS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 1,858 shares; 2025Q1: 1,671 shares; 2025Q2: 1,678 shares; 2025Q3: 1,701 shares; 2025Q4: 1,696 shares 1,696$44K<0.01%-5Timeline
XOVRENTREPRENEURSHARES SERIES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,081 shares; 2025Q2: 2,083 shares; 2025Q3: 2,083 shares; 2025Q4: 2,183 shares 2,183$44K<0.01%+100Timeline
WKWORKIVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 509 shares; 2025Q2: 509 shares; 2025Q3: 509 shares; 2025Q4: 509 shares 509$43.9K<0.01%0Timeline
NFGNATIONAL FUEL GAS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440 shares; 2024Q4: 443 shares; 2025Q1: 485 shares; 2025Q2: 574 shares; 2025Q3: 621 shares; 2025Q4: 545 shares 545$43.6K<0.01%-76Timeline
PBOCPGIM ROCK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,495 shares 1,495$43.6K<0.01%newTimeline
RYAAYRYANAIR HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 520 shares; 2025Q1: 536 shares; 2025Q2: 587 shares; 2025Q3: 587 shares; 2025Q4: 602 shares 602$43.5K<0.01%+15Timeline
NTRNUTRIEN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349 shares; 2024Q4: 367 shares; 2025Q1: 715 shares; 2025Q2: 254 shares; 2025Q3: 357 shares; 2025Q4: 704 shares 704$43.5K<0.01%+347Timeline
KMARINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,654 shares; 2025Q2: 1,654 shares; 2025Q3: 1,654 shares; 2025Q4: 1,508 shares 1,508$43.2K<0.01%-146Timeline
SEPMFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 6,000 shares; 2025Q4: 1,350 shares 1,350$42.9K<0.01%-4,650Timeline
DIVPADVISORS INNER CIRCLE FD IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,590 shares; 2025Q4: 1,691 shares 1,691$42.9K<0.01%+101Timeline
KSEPINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,848 shares; 2024Q4: 7,637 shares; 2025Q1: 6,420 shares; 2025Q2: 6,420 shares; 2025Q3: 8,319 shares; 2025Q4: 1,537 shares 1,537$42.9K<0.01%-6,782Timeline
BCXBLACKROCK RES & COMMODITIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,891 shares 3,891$42.7K<0.01%newTimeline
PBEINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 813 shares; 2024Q4: 718 shares; 2025Q1: 718 shares; 2025Q2: 702 shares; 2025Q3: 696 shares; 2025Q4: 519 shares 519$42.6K<0.01%-177Timeline
EIPIFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,153 shares; 2024Q4: 6,216 shares; 2025Q1: 2,048 shares; 2025Q2: 2,088 shares; 2025Q3: 2,105 shares; 2025Q4: 2,145 shares 2,145$42.6K<0.01%+40Timeline
DVYEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,363 shares; 2024Q4: 1,363 shares; 2025Q1: 1,363 shares; 2025Q2: 1,363 shares; 2025Q3: 1,363 shares; 2025Q4: 1,363 shares 1,363$42.5K<0.01%0Timeline
AMXAMERICA MOVIL SAB DE CVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,710 shares; 2024Q4: 2,082 shares; 2025Q1: 1,951 shares; 2025Q2: 1,951 shares; 2025Q3: 1,951 shares; 2025Q4: 2,052 shares 2,052$42.4K<0.01%+101Timeline
TILTFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 153 shares; 2025Q1: 153 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares 170$42.3K<0.01%0Timeline
NTNXNUTANIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 434 shares; 2025Q1: 221 shares; 2025Q2: 309 shares; 2025Q3: 315 shares; 2025Q4: 817 shares 817$42.2K<0.01%+502Timeline
MTBM & T BK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133 shares; 2024Q4: 145 shares; 2025Q1: 140 shares; 2025Q2: 147 shares; 2025Q3: 156 shares; 2025Q4: 209 shares 209$42.1K<0.01%+53Timeline
MLMMARTIN MARIETTA MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 33 shares; 2025Q1: 32 shares; 2025Q2: 49 shares; 2025Q3: 51 shares; 2025Q4: 67 shares 67$42K<0.01%+16Timeline
BBUSJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338 shares; 2024Q4: 338 shares; 2025Q1: 338 shares; 2025Q2: 339 shares; 2025Q3: 339 shares; 2025Q4: 339 shares 339$41.8K<0.01%0Timeline
RDNTRADNET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 586 shares 586$41.8K<0.01%newTimeline
TPSCTIMOTHY PLANQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,155 shares; 2024Q4: 1,840 shares; 2025Q1: 1,829 shares; 2025Q2: 1,447 shares; 2025Q3: 1,416 shares; 2025Q4: 1,006 shares 1,006$41.7K<0.01%-410Timeline
JHPIJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,820 shares; 2024Q4: 1,820 shares; 2025Q1: 1,820 shares; 2025Q2: 1,820 shares; 2025Q3: 1,820 shares; 2025Q4: 1,820 shares 1,820$41.6K<0.01%0Timeline
STLASTELLANTIS N.VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,445 shares; 2024Q4: 1,612 shares; 2025Q1: 3,812 shares; 2025Q2: 3,812 shares; 2025Q3: 4,268 shares; 2025Q4: 3,812 shares 3,812$41.5K<0.01%-456Timeline
ZMARINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,017 shares; 2025Q2: 40,553 shares; 2025Q3: 39,055 shares; 2025Q4: 1,508 shares 1,508$41.5K<0.01%-37,547Timeline
HALOHALOZYME THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22 shares; 2025Q3: 244 shares; 2025Q4: 616 shares 616$41.5K<0.01%+372Timeline
NDSNNORDSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133 shares; 2024Q4: 147 shares; 2025Q1: 201 shares; 2025Q2: 200 shares; 2025Q3: 181 shares; 2025Q4: 172 shares 172$41.4K<0.01%-9Timeline
SSUSSTRATEGY SHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 542 shares; 2025Q2: not reported; 2025Q3: 840 shares; 2025Q4: 840 shares 840$41K<0.01%0Timeline
TPRTAPESTRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164 shares; 2024Q4: 164 shares; 2025Q1: 361 shares; 2025Q2: 435 shares; 2025Q3: 477 shares; 2025Q4: 319 shares 319$40.8K<0.01%-158Timeline
UECURANIUM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371 shares; 2024Q4: 3,886 shares; 2025Q1: 3,361 shares; 2025Q2: 3,361 shares; 2025Q3: 3,461 shares; 2025Q4: 3,466 shares 3,466$40.5K<0.01%+5Timeline
NOVMFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,226 shares 1,226$40.3K<0.01%newTimeline
EIMEATON VANCE MUN BD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,566 shares; 2024Q4: 4,504 shares; 2025Q1: 4,140 shares; 2025Q2: 4,140 shares; 2025Q3: 4,140 shares; 2025Q4: 4,140 shares 4,140$40.3K<0.01%0Timeline
KOMPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 81 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 111 shares; 2025Q4: 674 shares 674$40.3K<0.01%+563Timeline
HYMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 680 shares; 2024Q4: 680 shares; 2025Q1: 1,133 shares; 2025Q2: 2,292 shares; 2025Q3: 2,089 shares; 2025Q4: 1,612 shares 1,612$40.2K<0.01%-477Timeline
CBOECBOE GLOBAL MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 640 shares; 2025Q3: 162 shares; 2025Q4: 160 shares 160$40.2K<0.01%-2Timeline
NMFCNEW MTN FIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,348 shares; 2024Q4: 6,348 shares; 2025Q1: 6,348 shares; 2025Q2: 6,348 shares; 2025Q3: 6,348 shares; 2025Q4: 4,348 shares 4,348$40K<0.01%-2,000Timeline
UAMYUNITED STATES ANTIMONY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,500 shares; 2025Q2: 3,841 shares; 2025Q3: 3,861 shares; 2025Q4: 7,962 shares 7,962$40K<0.01%+4,101Timeline
AFSMFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,215 shares; 2025Q2: 1,215 shares; 2025Q3: 1,215 shares; 2025Q4: 1,215 shares 1,215$39.9K<0.01%0Timeline
JMOMJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,467 shares; 2024Q4: 1,302 shares; 2025Q1: 1,258 shares; 2025Q2: 901 shares; 2025Q3: 902 shares; 2025Q4: 582 shares 582$39.6K<0.01%-320Timeline
ISCGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,270 shares; 2024Q4: 3,185 shares; 2025Q1: 3,777 shares; 2025Q2: 950 shares; 2025Q3: 986 shares; 2025Q4: 714 shares 714$39.6K<0.01%-272Timeline
EUADSPINNAKER ETF SERIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 349 shares; 2025Q2: 935 shares; 2025Q3: 935 shares; 2025Q4: 937 shares 937$39.5K<0.01%+2Timeline
NRGNRG ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 494 shares; 2024Q4: 494 shares; 2025Q1: 504 shares; 2025Q2: 1,373 shares; 2025Q3: 557 shares; 2025Q4: 247 shares 247$39.3K<0.01%-310Timeline
CMDTPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 454 shares; 2025Q4: 1,423 shares 1,423$39.3K<0.01%+969Timeline
UNOVINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,593 shares; 2024Q4: 2,264 shares; 2025Q1: 1,414 shares; 2025Q2: 1,414 shares; 2025Q3: 1,414 shares; 2025Q4: 1,028 shares 1,028$39.1K<0.01%-386Timeline
HERDPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 812 shares; 2024Q4: 812 shares; 2025Q1: 812 shares; 2025Q2: 812 shares; 2025Q3: 812 shares; 2025Q4: 900 shares 900$39.1K<0.01%+88Timeline
KVUEKENVUE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,888 shares; 2024Q4: 6,570 shares; 2025Q1: 4,115 shares; 2025Q2: 3,377 shares; 2025Q3: 3,527 shares; 2025Q4: 2,259 shares 2,259$39K<0.01%-1,268Timeline
DXYZDESTINY TECH100 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,586 shares; 2025Q2: 6,542 shares; 2025Q3: 7,504 shares; 2025Q4: 1,272 shares 1,272$39K<0.01%-6,232Timeline
IBUYAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,405 shares; 2024Q4: 3,048 shares; 2025Q1: 2,795 shares; 2025Q2: 2,611 shares; 2025Q3: 2,442 shares; 2025Q4: 523 shares 523$39K<0.01%-1,919Timeline
CHDNCHURCHILL DOWNS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348 shares; 2024Q4: 354 shares; 2025Q1: 337 shares; 2025Q2: 337 shares; 2025Q3: 440 shares; 2025Q4: 342 shares 342$38.9K<0.01%-98Timeline
SERVSERVE ROBOTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 3,740 shares 3,740$38.8K<0.01%+2,240Timeline
KWEBKRANESHARES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,130 shares; 2024Q4: 1,161 shares; 2025Q1: 1,142 shares; 2025Q2: 1,142 shares; 2025Q3: 3,408 shares; 2025Q4: 1,139 shares 1,139$38.8K<0.01%-2,269Timeline
PJPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,169 shares; 2024Q4: 1,055 shares; 2025Q1: 979 shares; 2025Q2: 429 shares; 2025Q3: 429 shares; 2025Q4: 370 shares 370$38.7K<0.01%-59Timeline
MQYBLACKROCK MUNIYILD QULT FD IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,421 shares; 2025Q4: 3,421 shares 3,421$38.7K<0.01%0Timeline
WULFTERAWULF INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,377 shares; 2025Q3: 3,057 shares; 2025Q4: 3,346 shares 3,346$38.4K<0.01%+289Timeline
BALLBALL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 177 shares; 2025Q3: 503 shares; 2025Q4: 725 shares 725$38.4K<0.01%+222Timeline
ETBEATON VANCE TAX MNGED BUY WRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,763 shares; 2024Q4: 2,763 shares; 2025Q1: 2,513 shares; 2025Q2: 2,513 shares; 2025Q3: 2,513 shares; 2025Q4: 2,513 shares 2,513$38.4K<0.01%0Timeline
MMSIMERIT MED SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 432 shares; 2025Q4: 435 shares 435$38.3K<0.01%+3Timeline
LYBLYONDELLBASELL INDUSTRIES NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236 shares; 2024Q4: 265 shares; 2025Q1: 356 shares; 2025Q2: 404 shares; 2025Q3: 506 shares; 2025Q4: 884 shares 884$38.3K<0.01%+378Timeline
SOXQINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301 shares; 2024Q4: 968 shares; 2025Q1: 692 shares; 2025Q2: 692 shares; 2025Q3: 687 shares; 2025Q4: 687 shares 687$38.3K<0.01%0Timeline
APTVAPTIV PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 236 shares; 2025Q1: 236 shares; 2025Q2: 234 shares; 2025Q3: 531 shares; 2025Q4: 503 shares 503$38.3K<0.01%-28Timeline
RBRKRUBRIK INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 326 shares; 2025Q4: 500 shares 500$38.2K<0.01%+174Timeline
IDAIDACORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 204 shares; 2025Q4: 302 shares 302$38.2K<0.01%+98Timeline
UJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 985 shares; 2025Q1: 985 shares; 2025Q2: 985 shares; 2025Q3: 985 shares; 2025Q4: 985 shares 985$38.2K<0.01%0Timeline
MAYTAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,073 shares; 2024Q4: 1,073 shares; 2025Q1: 712 shares; 2025Q2: 1,318 shares; 2025Q3: 1,483 shares; 2025Q4: 1,029 shares 1,029$38.1K<0.01%-454Timeline
KAPRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,778 shares; 2024Q4: 3,027 shares; 2025Q1: 3,351 shares; 2025Q2: 4,221 shares; 2025Q3: 4,221 shares; 2025Q4: 1,082 shares 1,082$38K<0.01%-3,139Timeline
CVMCMORGAN STANLEY ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 960 shares; 2024Q4: 1,125 shares; 2025Q1: 1,086 shares; 2025Q2: 1,335 shares; 2025Q3: 843 shares; 2025Q4: 592 shares 592$38K<0.01%-251Timeline
BBYBEST BUY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 954 shares; 2024Q4: 804 shares; 2025Q1: 817 shares; 2025Q2: 800 shares; 2025Q3: 802 shares; 2025Q4: 567 shares 567$38K<0.01%-235Timeline
MLNVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,763 shares; 2024Q4: 2,763 shares; 2025Q1: 2,763 shares; 2025Q2: 2,165 shares; 2025Q3: 2,165 shares; 2025Q4: 2,165 shares 2,165$38K<0.01%0Timeline
ETGEATON VANCE TX ADV GLBL DIVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 1,641 shares 1,641$37.9K<0.01%+1,391Timeline
GBILGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 537 shares; 2024Q4: 705 shares; 2025Q1: 379 shares; 2025Q2: 379 shares; 2025Q3: 379 shares; 2025Q4: 379 shares 379$37.9K<0.01%0Timeline
BIIBBIOGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171 shares; 2024Q4: 212 shares; 2025Q1: 195 shares; 2025Q2: 201 shares; 2025Q3: 207 shares; 2025Q4: 215 shares 215$37.8K<0.01%+8Timeline
CROXCROCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142 shares; 2024Q4: 142 shares; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: 535 shares; 2025Q4: 442 shares 442$37.8K<0.01%-93Timeline
AISTIDAL TRUST IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000$37.8K<0.01%0Timeline
BXPBXP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: 538 shares; 2025Q1: 527 shares; 2025Q2: 531 shares; 2025Q3: 530 shares; 2025Q4: 559 shares 559$37.7K<0.01%+29Timeline
STOKSTOKE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 287 shares; 2025Q4: 1,185 shares 1,185$37.6K<0.01%+898Timeline
WHRWHIRLPOOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 416 shares; 2024Q4: 467 shares; 2025Q1: 444 shares; 2025Q2: 448 shares; 2025Q3: 721 shares; 2025Q4: 521 shares 521$37.6K<0.01%-200Timeline
DFIPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 121 shares; 2025Q4: 902 shares 902$37.5K<0.01%+781Timeline
DDTOINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,731 shares 1,731$37.5K<0.01%newTimeline
AFRMAFFIRM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 445 shares; 2025Q1: 303 shares; 2025Q2: 325 shares; 2025Q3: 355 shares; 2025Q4: 502 shares 502$37.4K<0.01%+147Timeline
XSHQINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,447 shares; 2025Q1: 4,945 shares; 2025Q2: 9,029 shares; 2025Q3: 8,874 shares; 2025Q4: 887 shares 887$37.3K<0.01%-7,987Timeline
WALWESTERN ALLIANCE BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431 shares; 2024Q4: 433 shares; 2025Q1: 437 shares; 2025Q2: 436 shares; 2025Q3: 437 shares; 2025Q4: 442 shares 442$37.2K<0.01%+5Timeline
CRHCRH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177 shares; 2024Q4: 186 shares; 2025Q1: 192 shares; 2025Q2: 171 shares; 2025Q3: 251 shares; 2025Q4: 296 shares 296$36.9K<0.01%+45Timeline
BMAYINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,294 shares; 2024Q4: 4,294 shares; 2025Q1: 4,294 shares; 2025Q2: 4,294 shares; 2025Q3: 4,294 shares; 2025Q4: 824 shares 824$36.9K<0.01%-3,470Timeline
BBHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235 shares; 2024Q4: 235 shares; 2025Q1: 235 shares; 2025Q2: 235 shares; 2025Q3: 195 shares; 2025Q4: 195 shares 195$36.9K<0.01%0Timeline
DLTRDOLLAR TREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 403 shares; 2024Q4: 414 shares; 2025Q1: 387 shares; 2025Q2: 433 shares; 2025Q3: 334 shares; 2025Q4: 297 shares 297$36.5K<0.01%-37Timeline
FCFYFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,303 shares; 2025Q2: 1,303 shares; 2025Q3: 1,303 shares; 2025Q4: 1,303 shares 1,303$36.5K<0.01%0Timeline
IDRVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,172 shares; 2024Q4: 1,994 shares; 2025Q1: 1,287 shares; 2025Q2: 1,288 shares; 2025Q3: 1,347 shares; 2025Q4: 957 shares 957$36.3K<0.01%-390Timeline
LDILOANDEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 17,522 shares 17,522$36.3K<0.01%+8,522Timeline
OCOWENS CORNING NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 58 shares; 2025Q1: 59 shares; 2025Q2: 37 shares; 2025Q3: 194 shares; 2025Q4: 323 shares 323$36.1K<0.01%+129Timeline
ARKXARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,245 shares; 2024Q4: 1,245 shares; 2025Q1: 1,245 shares; 2025Q2: 1,245 shares; 2025Q3: 1,245 shares; 2025Q4: 1,245 shares 1,245$36.1K<0.01%0Timeline
NOKNOKIA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171 shares; 2024Q4: 71 shares; 2025Q1: 5,074 shares; 2025Q2: 5,076 shares; 2025Q3: 5,071 shares; 2025Q4: 5,571 shares 5,571$36K<0.01%+500Timeline
RCSPIMCO STRATEGIC INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,253 shares; 2024Q4: 6,298 shares; 2025Q1: 6,342 shares; 2025Q2: 6,388 shares; 2025Q3: 6,429 shares; 2025Q4: 6,470 shares 6,470$36K<0.01%+41Timeline
AJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81 shares; 2024Q4: 81 shares; 2025Q1: 81 shares; 2025Q2: 1,238 shares; 2025Q3: 1,238 shares; 2025Q4: 1,238 shares 1,238$36K<0.01%0Timeline
PAGPPLAINS GP HLDGS L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,875 shares; 2024Q4: 1,875 shares; 2025Q1: 1,875 shares; 2025Q2: 1,877 shares; 2025Q3: 1,877 shares; 2025Q4: 1,877 shares 1,877$35.9K<0.01%0Timeline
SOYBTEUCRIUM COMMODITY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,872 shares; 2025Q2: 2,520 shares; 2025Q3: 2,520 shares; 2025Q4: 1,643 shares 1,643$35.9K<0.01%-877Timeline
IMCRIMMUNOCORE HLDGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 645 shares; 2025Q4: 1,033 shares 1,033$35.9K<0.01%+388Timeline
CGGGCAPITAL GROUP EQUITY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 670 shares; 2025Q4: 1,254 shares 1,254$35.8K<0.01%+584Timeline
IBTMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,548 shares 1,548$35.7K<0.01%newTimeline
JANZELEVATION SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 936 shares; 2025Q4: 936 shares 936$35.7K<0.01%0Timeline
XGDVXGABELLI DIVID & INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,192 shares; 2024Q4: 1,208 shares; 2025Q1: 1,229 shares; 2025Q2: 1,250 shares; 2025Q3: 1,270 shares; 2025Q4: 1,284 shares 1,284$35.6K<0.01%+14Timeline
VVRINVESCO SR INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,866 shares; 2024Q4: 10,866 shares; 2025Q1: 10,866 shares; 2025Q2: 10,866 shares; 2025Q3: 10,866 shares; 2025Q4: 10,866 shares 10,866$35.5K<0.01%0Timeline
CORNTEUCRIUM COMMODITY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,180 shares; 2025Q2: 3,019 shares; 2025Q3: 3,019 shares; 2025Q4: 1,999 shares 1,999$35.4K<0.01%-1,020Timeline
KFEBINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,830 shares; 2025Q2: 2,830 shares; 2025Q3: 1,725 shares; 2025Q4: 1,295 shares 1,295$35.3K<0.01%-430Timeline
GHYBGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342 shares; 2024Q4: 499 shares; 2025Q1: 324 shares; 2025Q2: 832 shares; 2025Q3: 629 shares; 2025Q4: 778 shares 778$35.3K<0.01%+149Timeline
DWASINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 1,469 shares; 2025Q1: 1,486 shares; 2025Q2: 377 shares; 2025Q3: 364 shares; 2025Q4: 364 shares 364$35.2K<0.01%0Timeline
DOVDOVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 176 shares; 2025Q3: 180 shares; 2025Q4: 180 shares 180$35.1K<0.01%0Timeline
SWKSTANLEY BLACK & DECKER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,130 shares; 2024Q4: 4,693 shares; 2025Q1: 6,273 shares; 2025Q2: 4,174 shares; 2025Q3: 4,176 shares; 2025Q4: 472 shares 472$35K<0.01%-3,704Timeline
TLTDFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 425 shares; 2025Q1: 377 shares; 2025Q2: 377 shares; 2025Q3: 377 shares; 2025Q4: 377 shares 377$35K<0.01%0Timeline
BCSBARCLAYS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 721 shares; 2024Q4: 721 shares; 2025Q1: 721 shares; 2025Q2: 721 shares; 2025Q3: 1,373 shares; 2025Q4: 1,373 shares 1,373$34.9K<0.01%0Timeline
PALLABRDN PALLADIUM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55 shares; 2025Q3: 71 shares; 2025Q4: 240 shares 240$34.9K<0.01%+169Timeline
BGBUNGE GLOBAL SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 491 shares; 2024Q4: 376 shares; 2025Q1: 356 shares; 2025Q2: 357 shares; 2025Q3: 347 shares; 2025Q4: 389 shares 389$34.7K<0.01%+42Timeline
BLESNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,097 shares; 2024Q4: 2,059 shares; 2025Q1: 1,861 shares; 2025Q2: 1,861 shares; 2025Q3: 801 shares; 2025Q4: 801 shares 801$34.6K<0.01%0Timeline
TEAMATLASSIAN CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213 shares; 2024Q4: 230 shares; 2025Q1: 180 shares; 2025Q2: 176 shares; 2025Q3: 190 shares; 2025Q4: 213 shares 213$34.5K<0.01%+23Timeline
HSTMHEALTHSTREAM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,439 shares; 2024Q4: 1,535 shares; 2025Q1: 1,535 shares; 2025Q2: 1,595 shares; 2025Q3: 1,595 shares; 2025Q4: 1,495 shares 1,495$34.5K<0.01%-100Timeline
SPRXLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 857 shares; 2024Q4: 857 shares; 2025Q1: 857 shares; 2025Q2: 857 shares; 2025Q3: 857 shares; 2025Q4: 894 shares 894$34.4K<0.01%+37Timeline
NECBNORTHEAST CMNTY BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 725 shares; 2025Q4: 1,522 shares 1,522$34.4K<0.01%+797Timeline
VLTOVERALTO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 601 shares; 2024Q4: 570 shares; 2025Q1: 314 shares; 2025Q2: 274 shares; 2025Q3: 407 shares; 2025Q4: 344 shares 344$34.3K<0.01%-63Timeline
BLOKAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,598 shares; 2024Q4: 1,397 shares; 2025Q1: 802 shares; 2025Q2: 743 shares; 2025Q3: 1,061 shares; 2025Q4: 603 shares 603$34.3K<0.01%-458Timeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163 shares; 2024Q4: 163 shares; 2025Q1: 165 shares; 2025Q2: 65 shares; 2025Q3: 12 shares; 2025Q4: 93 shares 93$34.3K<0.01%+81Timeline
SMRNUSCALE PWR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 760 shares; 2024Q4: 860 shares; 2025Q1: 953 shares; 2025Q2: 1,156 shares; 2025Q3: 1,827 shares; 2025Q4: 2,419 shares 2,419$34.3K<0.01%+592Timeline
OPPEWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 667 shares 667$34.2K<0.01%newTimeline
MGAMAGNA INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 890 shares; 2024Q4: 621 shares; 2025Q1: 648 shares; 2025Q2: 641 shares; 2025Q3: 641 shares; 2025Q4: 641 shares 641$34.2K<0.01%0Timeline
FADFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 211 shares; 2025Q1: 211 shares; 2025Q2: 211 shares; 2025Q3: 211 shares; 2025Q4: 211 shares 211$34.2K<0.01%0Timeline
FFBC1ST FINL BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,363 shares; 2024Q4: 1,363 shares; 2025Q1: 1,363 shares; 2025Q2: 1,363 shares; 2025Q3: 1,363 shares; 2025Q4: 1,363 shares 1,363$34.1K<0.01%0Timeline
ARKWARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42 shares; 2025Q3: 178 shares; 2025Q4: 230 shares 230$34K<0.01%+52Timeline
LYGLLOYDS BANKING GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 981 shares; 2024Q4: 981 shares; 2025Q1: 981 shares; 2025Q2: 981 shares; 2025Q3: 4,335 shares; 2025Q4: 6,386 shares 6,386$33.8K<0.01%+2,051Timeline
ORGOORGANOGENESIS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,521 shares; 2024Q4: 6,521 shares; 2025Q1: 6,521 shares; 2025Q2: 6,521 shares; 2025Q3: 6,521 shares; 2025Q4: 6,521 shares 6,521$33.8K<0.01%0Timeline
RCKYROCKY BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,149 shares; 2024Q4: 1,149 shares; 2025Q1: 1,149 shares; 2025Q2: 1,149 shares; 2025Q3: 1,149 shares; 2025Q4: 1,149 shares 1,149$33.7K<0.01%0Timeline
TEVATEVA PHARMACEUTICAL INDS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 719 shares; 2024Q4: 719 shares; 2025Q1: 612 shares; 2025Q2: 978 shares; 2025Q3: 978 shares; 2025Q4: 1,078 shares 1,078$33.6K<0.01%+100Timeline
WTFCWINTRUST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311 shares; 2024Q4: 346 shares; 2025Q1: 345 shares; 2025Q2: 346 shares; 2025Q3: 139 shares; 2025Q4: 240 shares 240$33.6K<0.01%+101Timeline
AESAES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,206 shares; 2024Q4: 3,030 shares; 2025Q1: 2,649 shares; 2025Q2: 2,281 shares; 2025Q3: 3,274 shares; 2025Q4: 2,336 shares 2,336$33.5K<0.01%-938Timeline
IBMQISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,138 shares; 2024Q4: 2,152 shares; 2025Q1: 294 shares; 2025Q2: 294 shares; 2025Q3: 1,301 shares; 2025Q4: 1,309 shares 1,309$33.5K<0.01%+8Timeline
SPEUSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: not reported; 2025Q1: 29,414 shares; 2025Q2: 631 shares; 2025Q3: 634 shares; 2025Q4: 641 shares 641$33.4K<0.01%+7Timeline
PRIMPRIMORIS SVCS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 269 shares 269$33.4K<0.01%newTimeline
WYWEYERHAEUSER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,771 shares; 2024Q4: 1,471 shares; 2025Q1: 3,207 shares; 2025Q2: 1,484 shares; 2025Q3: 1,523 shares; 2025Q4: 1,409 shares 1,409$33.4K<0.01%-114Timeline
HASHASBRO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: 184 shares; 2025Q1: 184 shares; 2025Q2: 192 shares; 2025Q3: 482 shares; 2025Q4: 407 shares 407$33.4K<0.01%-75Timeline
XITKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167 shares; 2024Q4: 187 shares; 2025Q1: 187 shares; 2025Q2: 187 shares; 2025Q3: 187 shares; 2025Q4: 187 shares 187$33.4K<0.01%0Timeline
SQMSOCIEDAD QUIMICA Y MINERA DEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132 shares; 2024Q4: 454 shares; 2025Q1: 295 shares; 2025Q2: 372 shares; 2025Q3: 363 shares; 2025Q4: 484 shares 484$33.3K<0.01%+121Timeline
HDUSLATTICE STRATEGIES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 503 shares; 2024Q4: 506 shares; 2025Q1: 506 shares; 2025Q2: 506 shares; 2025Q3: 506 shares; 2025Q4: 506 shares 506$33K<0.01%0Timeline
HYBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,765 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700$33K<0.01%0Timeline
GEMGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,194 shares; 2024Q4: 2,041 shares; 2025Q1: 911 shares; 2025Q2: 822 shares; 2025Q3: 791 shares; 2025Q4: 791 shares 791$32.9K<0.01%0Timeline
CBLLCERIBELL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500$32.9K<0.01%0Timeline
CPZCALAMOS LNG SHR EQT DYNAMICQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,555 shares; 2024Q4: 3,555 shares; 2025Q1: 3,215 shares; 2025Q2: 3,315 shares; 2025Q3: 2,975 shares; 2025Q4: 2,245 shares 2,245$32.8K<0.01%-730Timeline
EFXEQUIFAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 154 shares; 2025Q1: 170 shares; 2025Q2: 187 shares; 2025Q3: 190 shares; 2025Q4: 151 shares 151$32.8K<0.01%-39Timeline
KMAYINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,158 shares; 2025Q3: 1,158 shares; 2025Q4: 1,158 shares 1,158$32.7K<0.01%0Timeline
YLDELEGG MASON ETF INVTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 602 shares 602$32.6K<0.01%newTimeline
SFMSPROUTS FMRS MKT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 91 shares; 2025Q1: 133 shares; 2025Q2: 2,332 shares; 2025Q3: 351 shares; 2025Q4: 407 shares 407$32.4K<0.01%+56Timeline
SUSLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 534 shares; 2024Q4: 534 shares; 2025Q1: 534 shares; 2025Q2: 267 shares; 2025Q3: 267 shares; 2025Q4: 267 shares 267$32.4K<0.01%0Timeline
BCDABRDN ETFSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,234 shares; 2024Q4: 1,170 shares; 2025Q1: 1,118 shares; 2025Q2: 1,118 shares; 2025Q3: 1,007 shares; 2025Q4: 1,044 shares 1,044$32.3K<0.01%+37Timeline
FDRRFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 513 shares; 2024Q4: 518 shares; 2025Q1: 521 shares; 2025Q2: 524 shares; 2025Q3: 527 shares; 2025Q4: 529 shares 529$32.3K<0.01%+2Timeline
LCTDBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,438 shares; 2024Q4: 1,352 shares; 2025Q1: 1,368 shares; 2025Q2: 1,158 shares; 2025Q3: 1,053 shares; 2025Q4: 591 shares 591$32.3K<0.01%-462Timeline
FSVFIRSTSERVICE CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 208 shares; 2025Q1: 208 shares; 2025Q2: 208 shares; 2025Q3: 208 shares; 2025Q4: 208 shares 208$32.3K<0.01%0Timeline
OLNOLIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,984 shares; 2024Q4: 2,984 shares; 2025Q1: 2,934 shares; 2025Q2: 2,897 shares; 2025Q3: 1,549 shares; 2025Q4: 1,549 shares 1,549$32.3K<0.01%0Timeline
DEEDFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,925 shares; 2024Q4: 2,262 shares; 2025Q1: 2,450 shares; 2025Q2: 2,455 shares; 2025Q3: 1,730 shares; 2025Q4: 1,492 shares 1,492$32.2K<0.01%-238Timeline
GDDYGODADDY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176 shares; 2024Q4: 155 shares; 2025Q1: 166 shares; 2025Q2: 120 shares; 2025Q3: 89 shares; 2025Q4: 259 shares 259$32.1K<0.01%+170Timeline
VICRVICOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 293 shares 293$32.1K<0.01%newTimeline
EEMSISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 475 shares 475$32.1K<0.01%+295Timeline
APAMARTISAN PARTNERS ASSET MGMTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 758 shares; 2024Q4: 771 shares; 2025Q1: 787 shares; 2025Q2: 787 shares; 2025Q3: 787 shares; 2025Q4: 787 shares 787$32K<0.01%0Timeline
TDTFFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,072 shares; 2024Q4: 1,072 shares; 2025Q1: 1,336 shares; 2025Q2: 1,336 shares; 2025Q3: 1,336 shares; 2025Q4: 1,336 shares 1,336$32K<0.01%0Timeline
RGLORUSSELL INVTS EXCHANGE TRADEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,077 shares; 2025Q3: 1,077 shares; 2025Q4: 1,077 shares 1,077$32K<0.01%0Timeline
HEQTSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 380 shares; 2025Q1: 780 shares; 2025Q2: 780 shares; 2025Q3: 780 shares; 2025Q4: 995 shares 995$31.9K<0.01%+215Timeline
CLOXSERIES PORTFOLIOS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares 1,250$31.9K<0.01%0Timeline
FEBPPGIM ROCK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000$31.9K<0.01%0Timeline
XHRXENIA HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,627 shares; 2024Q4: 3,636 shares; 2025Q1: 2,750 shares; 2025Q2: 2,750 shares; 2025Q3: 2,860 shares; 2025Q4: 2,253 shares 2,253$31.9K<0.01%-607Timeline
ONON SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,486 shares; 2024Q4: 842 shares; 2025Q1: 551 shares; 2025Q2: 398 shares; 2025Q3: 438 shares; 2025Q4: 588 shares 588$31.8K<0.01%+150Timeline
WLDNWILLDAN GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 332 shares; 2025Q4: 307 shares 307$31.8K<0.01%-25Timeline
BURLBURLINGTON STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 69 shares; 2025Q1: 70 shares; 2025Q2: 75 shares; 2025Q3: 76 shares; 2025Q4: 110 shares 110$31.8K<0.01%+34Timeline
VALEVALE S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,383 shares; 2024Q4: 3,983 shares; 2025Q1: 4,098 shares; 2025Q2: 3,162 shares; 2025Q3: 3,162 shares; 2025Q4: 2,436 shares 2,436$31.7K<0.01%-726Timeline
PWRDTCW ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 329 shares; 2025Q4: 329 shares 329$31.6K<0.01%0Timeline
VRSKVERISK ANALYTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 56 shares; 2025Q1: 50 shares; 2025Q2: 468 shares; 2025Q3: 89 shares; 2025Q4: 141 shares 141$31.5K<0.01%+52Timeline
ICOWPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,401 shares; 2024Q4: 1,346 shares; 2025Q1: 812 shares; 2025Q2: 812 shares; 2025Q3: 812 shares; 2025Q4: 812 shares 812$31.4K<0.01%0Timeline
IBCPINDEPENDENT BK CORP MICHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261 shares; 2024Q4: 661 shares; 2025Q1: 661 shares; 2025Q2: 661 shares; 2025Q3: 661 shares; 2025Q4: 961 shares 961$31.3K<0.01%+300Timeline
UTHRUNITED THERAPEUTICS CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 62 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 62 shares; 2025Q4: 64 shares 64$31.2K<0.01%+2Timeline
PGFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,816 shares; 2024Q4: 2,816 shares; 2025Q1: 2,415 shares; 2025Q2: 2,415 shares; 2025Q3: 2,190 shares; 2025Q4: 2,190 shares 2,190$31K<0.01%0Timeline
CRUSCIRRUS LOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 370 shares; 2025Q1: 391 shares; 2025Q2: 341 shares; 2025Q3: 341 shares; 2025Q4: 261 shares 261$30.9K<0.01%-80Timeline
HUBSHUBSPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 593 shares; 2024Q4: 597 shares; 2025Q1: 548 shares; 2025Q2: 546 shares; 2025Q3: 585 shares; 2025Q4: 77 shares 77$30.9K<0.01%-508Timeline
HYGHISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182 shares; 2024Q4: 182 shares; 2025Q1: 377 shares; 2025Q2: 411 shares; 2025Q3: 379 shares; 2025Q4: 358 shares 358$30.9K<0.01%-21Timeline
AGIALAMOS GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 792 shares; 2025Q1: 792 shares; 2025Q2: 792 shares; 2025Q3: 793 shares; 2025Q4: 796 shares 796$30.7K<0.01%+3Timeline
RFREGIONS FINANCIAL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,047 shares; 2024Q4: 946 shares; 2025Q1: 1,079 shares; 2025Q2: 894 shares; 2025Q3: 1,043 shares; 2025Q4: 1,127 shares 1,127$30.5K<0.01%+84Timeline
BAMGNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 928 shares; 2025Q3: 761 shares; 2025Q4: 761 shares 761$30.5K<0.01%0Timeline
XSLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,524 shares; 2024Q4: 55,058 shares; 2025Q1: 57,429 shares; 2025Q2: 58,431 shares; 2025Q3: 59,170 shares; 2025Q4: 658 shares 658$30.5K<0.01%-58,512Timeline
PMSEPGIM ROCK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200$30.5K<0.01%0Timeline
FEZSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 471 shares; 2024Q4: 471 shares; 2025Q1: 471 shares; 2025Q2: 871 shares; 2025Q3: 471 shares; 2025Q4: 471 shares 471$30.3K<0.01%0Timeline
MAAMID-AMER APT CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163 shares; 2024Q4: 164 shares; 2025Q1: 163 shares; 2025Q2: 181 shares; 2025Q3: 221 shares; 2025Q4: 217 shares 217$30.2K<0.01%-4Timeline
HLHECLA MINING COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,039 shares; 2025Q1: 1,040 shares; 2025Q2: 1,040 shares; 2025Q3: 3,556 shares; 2025Q4: 1,570 shares 1,570$30.1K<0.01%-1,986Timeline
LILALIBERTY LATIN AMERICA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,437 shares; 2025Q4: 4,068 shares 4,068$30.1K<0.01%-369Timeline
DDTDINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,570 shares 1,570$30.1K<0.01%newTimeline
LAPRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,989 shares; 2024Q4: 1,989 shares; 2025Q1: 1,193 shares; 2025Q2: 1,193 shares; 2025Q3: 1,193 shares; 2025Q4: 1,193 shares 1,193$30K<0.01%0Timeline
CHWYCHEWY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,986 shares; 2024Q4: 900 shares; 2025Q1: 800 shares; 2025Q2: 517 shares; 2025Q3: 500 shares; 2025Q4: 907 shares 907$30K<0.01%+407Timeline
CRCLCIRCLE INTERNET GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22 shares; 2025Q3: 140 shares; 2025Q4: 378 shares 378$30K<0.01%+238Timeline
NAPRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,110 shares; 2024Q4: 3,853 shares; 2025Q1: 3,853 shares; 2025Q2: 3,999 shares; 2025Q3: 3,999 shares; 2025Q4: 557 shares 557$29.9K<0.01%-3,442Timeline
CEMBISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 598 shares; 2024Q4: 638 shares; 2025Q1: 653 shares; 2025Q2: 651 shares; 2025Q3: 617 shares; 2025Q4: 652 shares 652$29.9K<0.01%+35Timeline
BOXAEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 283 shares 283$29.8K<0.01%newTimeline
SMAYFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,701 shares; 2024Q4: 3,827 shares; 2025Q1: 3,827 shares; 2025Q2: 3,827 shares; 2025Q3: 3,077 shares; 2025Q4: 1,147 shares 1,147$29.8K<0.01%-1,930Timeline
ARMKARAMARKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 817 shares; 2025Q2: 914 shares; 2025Q3: 914 shares; 2025Q4: 808 shares 808$29.8K<0.01%-106Timeline
SOCLGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 733 shares; 2024Q4: 733 shares; 2025Q1: 746 shares; 2025Q2: 733 shares; 2025Q3: 633 shares; 2025Q4: 539 shares 539$29.8K<0.01%-94Timeline
BUFBINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,232 shares; 2024Q4: 2,232 shares; 2025Q1: 2,082 shares; 2025Q2: 2,049 shares; 2025Q3: 1,846 shares; 2025Q4: 811 shares 811$29.7K<0.01%-1,035Timeline
CBTACALAMOS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,071 shares; 2025Q4: 1,071 shares 1,071$29.7K<0.01%0Timeline
IETCISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 291 shares 291$29.6K<0.01%+200Timeline
IMAYINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,715 shares; 2025Q3: 2,112 shares; 2025Q4: 989 shares 989$29.6K<0.01%-1,123Timeline
RELXRELX PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,012 shares; 2024Q4: 980 shares; 2025Q1: 713 shares; 2025Q2: 1,113 shares; 2025Q3: 1,131 shares; 2025Q4: 731 shares 731$29.5K<0.01%-400Timeline
EQHEQUITABLE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 521 shares; 2024Q4: 517 shares; 2025Q1: 544 shares; 2025Q2: 583 shares; 2025Q3: 617 shares; 2025Q4: 620 shares 620$29.5K<0.01%+3Timeline
WEATTEUCRIUM COMMODITY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,479 shares 1,479$29.5K<0.01%newTimeline
QDTEROUNDHILL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 494 shares; 2024Q4: 547 shares; 2025Q1: 706 shares; 2025Q2: 768 shares; 2025Q3: 835 shares; 2025Q4: 955 shares 955$29.5K<0.01%+120Timeline
VGVENTURE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,313 shares 4,313$29.4K<0.01%newTimeline
ARBALTSHARES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,492 shares; 2024Q4: 104,630 shares; 2025Q1: 113,576 shares; 2025Q2: 111,774 shares; 2025Q3: 1,096 shares; 2025Q4: 1,010 shares 1,010$29.4K<0.01%-86Timeline
BBVABANCO BILBAO VIZCAYA ARGENTAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 491 shares; 2024Q4: 491 shares; 2025Q1: 491 shares; 2025Q2: 491 shares; 2025Q3: 684 shares; 2025Q4: 1,259 shares 1,259$29.3K<0.01%+575Timeline
SPBOSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,000 shares 1,000$29.3K<0.01%-700Timeline
FGDLFRANKLIN TEMPLETON HOLDINGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 512 shares; 2025Q4: 509 shares 509$29.3K<0.01%-3Timeline
JULUAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 986 shares; 2024Q4: 986 shares; 2025Q1: 986 shares; 2025Q2: 986 shares; 2025Q3: 986 shares; 2025Q4: 986 shares 986$29.3K<0.01%0Timeline
BUZZVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares 900$29.2K<0.01%0Timeline
FDTSFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 501 shares; 2024Q4: 501 shares; 2025Q1: 501 shares; 2025Q2: 501 shares; 2025Q3: 501 shares; 2025Q4: 501 shares 501$29.2K<0.01%0Timeline
BJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,188 shares; 2024Q4: 10,066 shares; 2025Q1: 10,276 shares; 2025Q2: 10,265 shares; 2025Q3: 10,189 shares; 2025Q4: 530 shares 530$29.2K<0.01%-9,659Timeline
GTLBGITLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 164 shares; 2025Q1: 898 shares; 2025Q2: 2,954 shares; 2025Q3: 3,175 shares; 2025Q4: 774 shares 774$29K<0.01%-2,401Timeline
QQQJINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,735 shares; 2024Q4: 1,735 shares; 2025Q1: 1,735 shares; 2025Q2: 1,736 shares; 2025Q3: 592 shares; 2025Q4: 786 shares 786$29K<0.01%+194Timeline
DJTTRUMP MEDIA & TECHNOLOGY GROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,465 shares; 2024Q4: 1,909 shares; 2025Q1: 1,743 shares; 2025Q2: 1,743 shares; 2025Q3: 2,071 shares; 2025Q4: 2,181 shares 2,181$28.9K<0.01%+110Timeline
HDMVFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,488 shares; 2024Q4: 2,464 shares; 2025Q1: 2,326 shares; 2025Q2: 1,588 shares; 2025Q3: 1,626 shares; 2025Q4: 816 shares 816$28.8K<0.01%-810Timeline
PRFZINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 105 shares; 2025Q2: 592 shares; 2025Q3: 632 shares; 2025Q4: 628 shares 628$28.8K<0.01%-4Timeline
DCIDONALDSON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 621 shares; 2024Q4: 621 shares; 2025Q1: 440 shares; 2025Q2: 401 shares; 2025Q3: 340 shares; 2025Q4: 324 shares 324$28.7K<0.01%-16Timeline
FNFABRINETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 37 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 63 shares 63$28.7K<0.01%+27Timeline
SPBXAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 71,696 shares; 2025Q2: 70,333 shares; 2025Q3: 28,585 shares; 2025Q4: 1,042 shares 1,042$28.6K<0.01%-27,543Timeline
GLGLOBE LIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229 shares; 2024Q4: 229 shares; 2025Q1: 229 shares; 2025Q2: 206 shares; 2025Q3: 206 shares; 2025Q4: 204 shares 204$28.5K<0.01%-2Timeline
LPXLOUISIANA PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 428 shares; 2025Q1: 428 shares; 2025Q2: 353 shares; 2025Q3: 353 shares; 2025Q4: 353 shares 353$28.5K<0.01%0Timeline
KCESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 190 shares; 2025Q4: 190 shares 190$28.5K<0.01%0Timeline
GOOPKURV ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,255 shares; 2025Q1: 1,618 shares; 2025Q2: 730 shares; 2025Q3: 730 shares; 2025Q4: 730 shares 730$28.5K<0.01%0Timeline
URNJSPROTT FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,019 shares; 2024Q4: 1,063 shares; 2025Q1: 1,063 shares; 2025Q2: 1,063 shares; 2025Q3: 1,063 shares; 2025Q4: 1,130 shares 1,130$28.5K<0.01%+67Timeline
GTESGATES INDL CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,325 shares; 2024Q4: 1,325 shares; 2025Q1: 1,325 shares; 2025Q2: 1,325 shares; 2025Q3: 1,325 shares; 2025Q4: 1,325 shares 1,325$28.4K<0.01%0Timeline
CZAINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,556 shares; 2024Q4: 1,479 shares; 2025Q1: 1,479 shares; 2025Q2: 292 shares; 2025Q3: 254 shares; 2025Q4: 254 shares 254$28.4K<0.01%0Timeline
RBLDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 380 shares 380$28.4K<0.01%+300Timeline
UFCSUNITED FIRE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 697 shares; 2024Q4: 770 shares; 2025Q1: 705 shares; 2025Q2: 764 shares; 2025Q3: 768 shares; 2025Q4: 780 shares 780$28.4K<0.01%+12Timeline
MOOVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 489 shares; 2024Q4: 489 shares; 2025Q1: 389 shares; 2025Q2: 389 shares; 2025Q3: 389 shares; 2025Q4: 389 shares 389$28.3K<0.01%0Timeline
ZIMZIM INTEGRATED SHIPPING SERVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,333 shares; 2024Q4: 1,333 shares; 2025Q1: 1,333 shares; 2025Q2: 1,333 shares; 2025Q3: 1,333 shares; 2025Q4: 1,333 shares 1,333$28.3K<0.01%0Timeline
PATNPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,050 shares 1,050$28.3K<0.01%newTimeline
NNENANO NUCLEAR ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 212 shares; 2025Q3: 313 shares; 2025Q4: 1,176 shares 1,176$28.2K<0.01%+863Timeline
ILMNILLUMINA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 153 shares; 2025Q1: 114 shares; 2025Q2: 193 shares; 2025Q3: 209 shares; 2025Q4: 215 shares 215$28.2K<0.01%+6Timeline
ZZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 898 shares; 2024Q4: 898 shares; 2025Q1: 465 shares; 2025Q2: 391 shares; 2025Q3: 411 shares; 2025Q4: 413 shares 413$28.2K<0.01%+2Timeline
MDPEDIATRIX MEDICAL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,313 shares; 2025Q4: 1,313 shares 1,313$28.1K<0.01%0Timeline
NFRAFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 388 shares; 2024Q4: 489 shares; 2025Q1: 507 shares; 2025Q2: 432 shares; 2025Q3: 463 shares; 2025Q4: 463 shares 463$28K<0.01%0Timeline
FOWFPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 900 shares 900$28K<0.01%newTimeline
HUBBHUBBELL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26 shares; 2025Q1: 25 shares; 2025Q2: 37 shares; 2025Q3: 56 shares; 2025Q4: 63 shares 63$28K<0.01%+7Timeline
MMACYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,199 shares; 2025Q4: 1,261 shares 1,261$27.8K<0.01%+62Timeline
XMVMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 852 shares; 2024Q4: 852 shares; 2025Q1: 777 shares; 2025Q2: 433 shares; 2025Q3: 433 shares; 2025Q4: 433 shares 433$27.8K<0.01%0Timeline
XAIXDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 527 shares; 2025Q3: 527 shares; 2025Q4: 643 shares 643$27.6K<0.01%+116Timeline
EQTEQT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 467 shares; 2024Q4: 467 shares; 2025Q1: 693 shares; 2025Q2: 505 shares; 2025Q3: 507 shares; 2025Q4: 514 shares 514$27.6K<0.01%+7Timeline
FTXHFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 836 shares; 2024Q4: 836 shares; 2025Q1: 836 shares; 2025Q2: 836 shares; 2025Q3: 836 shares; 2025Q4: 836 shares 836$27.5K<0.01%0Timeline
CWISPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 731 shares; 2024Q4: 742 shares; 2025Q1: 742 shares; 2025Q2: 752 shares; 2025Q3: 752 shares; 2025Q4: 765 shares 765$27.5K<0.01%+13Timeline
KMPRKEMPER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 684 shares; 2024Q4: 687 shares; 2025Q1: 687 shares; 2025Q2: 688 shares; 2025Q3: 677 shares; 2025Q4: 678 shares 678$27.5K<0.01%+1Timeline
UUNITY SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 455 shares; 2024Q4: 957 shares; 2025Q1: 566 shares; 2025Q2: 459 shares; 2025Q3: 764 shares; 2025Q4: 622 shares 622$27.5K<0.01%-142Timeline
QVOYULTIMUS MANAGERS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 786 shares; 2024Q4: 786 shares; 2025Q1: 786 shares; 2025Q2: 786 shares; 2025Q3: 786 shares; 2025Q4: 1,021 shares 1,021$27.5K<0.01%+235Timeline
FBINFORTUNE BRANDS INNOVATIONS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,410 shares; 2024Q4: 1,410 shares; 2025Q1: 1,410 shares; 2025Q2: 1,403 shares; 2025Q3: 932 shares; 2025Q4: 549 shares 549$27.4K<0.01%-383Timeline
PINSPINTEREST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 839 shares; 2024Q4: 812 shares; 2025Q1: 871 shares; 2025Q2: 926 shares; 2025Q3: 1,150 shares; 2025Q4: 1,060 shares 1,060$27.4K<0.01%-90Timeline
FIGFIGMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44 shares; 2025Q4: 734 shares 734$27.4K<0.01%+690Timeline
SMMDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 552 shares; 2025Q1: 553 shares; 2025Q2: 386 shares; 2025Q3: 387 shares; 2025Q4: 366 shares 366$27.4K<0.01%-21Timeline
AIOVIRTUS ARTIFICIAL INTELLIGENQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,190 shares; 2024Q4: 1,190 shares; 2025Q1: 1,190 shares; 2025Q2: 1,190 shares; 2025Q3: 1,190 shares; 2025Q4: 1,260 shares 1,260$27.4K<0.01%+70Timeline
POWWOUTDOOR HOLDING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,200 shares; 2024Q4: 17,200 shares; 2025Q1: 17,200 shares; 2025Q2: 17,200 shares; 2025Q3: 17,200 shares; 2025Q4: 16,000 shares 16,000$27.4K<0.01%-1,200Timeline
KBWDINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,074 shares; 2025Q3: 1,000 shares; 2025Q4: 2,000 shares 2,000$27.3K<0.01%+1,000Timeline
AAGILENT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,320 shares; 2024Q4: 2,334 shares; 2025Q1: 2,352 shares; 2025Q2: 137 shares; 2025Q3: 193 shares; 2025Q4: 200 shares 200$27.2K<0.01%+7Timeline
CAGCONAGRA BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,059 shares; 2024Q4: 1,930 shares; 2025Q1: 1,984 shares; 2025Q2: 827 shares; 2025Q3: 872 shares; 2025Q4: 1,573 shares 1,573$27.2K<0.01%+701Timeline
SBRASABRA HEALTH CARE REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,985 shares; 2024Q4: 1,685 shares; 2025Q1: 1,435 shares; 2025Q2: 1,435 shares; 2025Q3: 1,435 shares; 2025Q4: 1,435 shares 1,435$27.2K<0.01%0Timeline
TRUTRANSUNIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242 shares; 2024Q4: 228 shares; 2025Q1: 289 shares; 2025Q2: 253 shares; 2025Q3: 245 shares; 2025Q4: 314 shares 314$26.9K<0.01%+69Timeline
BAMVNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 959 shares; 2025Q3: 829 shares; 2025Q4: 829 shares 829$26.9K<0.01%0Timeline
EWBCEAST WEST BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 151 shares; 2025Q1: 174 shares; 2025Q2: 170 shares; 2025Q3: 210 shares; 2025Q4: 239 shares 239$26.9K<0.01%+29Timeline
QARPDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 712 shares; 2025Q3: 712 shares; 2025Q4: 453 shares 453$26.8K<0.01%-259Timeline
NWGNATWEST GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,052 shares; 2025Q2: 1,052 shares; 2025Q3: 1,525 shares; 2025Q4: 1,525 shares 1,525$26.7K<0.01%0Timeline
LCNBLCNB CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,625 shares; 2024Q4: 1,625 shares; 2025Q1: 1,625 shares; 2025Q2: 1,625 shares; 2025Q3: 1,625 shares; 2025Q4: 1,625 shares 1,625$26.6K<0.01%0Timeline
DUBSETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 707 shares; 2025Q2: 707 shares; 2025Q3: 707 shares; 2025Q4: 707 shares 707$26.6K<0.01%0Timeline
CFCF INDUSTRIES HOLDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,155 shares; 2024Q4: 1,075 shares; 2025Q1: 447 shares; 2025Q2: 451 shares; 2025Q3: 372 shares; 2025Q4: 343 shares 343$26.5K<0.01%-29Timeline
COKECOCA COLA CONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 328 shares; 2025Q3: 518 shares; 2025Q4: 173 shares 173$26.5K<0.01%-345Timeline
PMAUPGIM ROCK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,031 shares; 2025Q4: 1,031 shares 1,031$26.4K<0.01%0Timeline
MLRGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,406 shares; 2024Q4: 2,407 shares; 2025Q1: 2,407 shares; 2025Q2: 2,289 shares; 2025Q3: 2,290 shares; 2025Q4: 280 shares 280$26.4K<0.01%-2,010Timeline
NADNUVEEN QUALITY MUNCP INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,464 shares; 2024Q4: 1,487 shares; 2025Q1: 1,498 shares; 2025Q2: 1,517 shares; 2025Q3: 2,224 shares; 2025Q4: 2,197 shares 2,197$26.4K<0.01%-27Timeline
TRTOOTSIE ROLL INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 680 shares; 2024Q4: 681 shares; 2025Q1: 683 shares; 2025Q2: 702 shares; 2025Q3: 719 shares; 2025Q4: 720 shares 720$26.4K<0.01%+1Timeline
IBMTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,007 shares; 2025Q4: 1,015 shares 1,015$26.3K<0.01%+8Timeline
FLGFLAGSTAR BANK NATIONAL ASSOCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 448 shares; 2024Q4: 82 shares; 2025Q1: 452 shares; 2025Q2: 453 shares; 2025Q3: 1,788 shares; 2025Q4: 2,086 shares 2,086$26.3K<0.01%+298Timeline
OSBCOLD SECOND BANCORP INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,347 shares 1,347$26.3K<0.01%newTimeline
SCISERVICE CORP INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 24 shares; 2025Q1: 2 shares; 2025Q2: 26 shares; 2025Q3: 183 shares; 2025Q4: 336 shares 336$26.2K<0.01%+153Timeline
IBMSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 995 shares; 2025Q4: 1,003 shares 1,003$26.1K<0.01%+8Timeline
UAUNDER ARMOUR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 506 shares; 2024Q4: 3,506 shares; 2025Q1: 4,319 shares; 2025Q2: 4,319 shares; 2025Q3: 5,467 shares; 2025Q4: 5,443 shares 5,443$26.1K<0.01%-24Timeline
ZJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 952 shares 952$26K<0.01%+832Timeline
CWTCALIFORNIA WTR SVC GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600$26K<0.01%0Timeline
THSTREEHOUSE FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,102 shares; 2024Q4: 1,102 shares; 2025Q1: 1,102 shares; 2025Q2: 1,102 shares; 2025Q3: 1,102 shares; 2025Q4: 1,102 shares 1,102$26K<0.01%0Timeline
DSLDOUBLELINE INCOME SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,641 shares; 2024Q4: 6,110 shares; 2025Q1: 2,362 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares 2,300$25.9K<0.01%0Timeline
ETOEATON VANCE TAX-ADVANTAGED GQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 854 shares 854$25.9K<0.01%newTimeline
SPSCSPS COMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237 shares; 2024Q4: 237 shares; 2025Q1: 237 shares; 2025Q2: 237 shares; 2025Q3: 290 shares; 2025Q4: 290 shares 290$25.8K<0.01%0Timeline
TFXTELEFLEX INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 609 shares; 2024Q4: 429 shares; 2025Q1: 389 shares; 2025Q2: 218 shares; 2025Q3: 232 shares; 2025Q4: 211 shares 211$25.8K<0.01%-21Timeline
BAMUNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,209 shares; 2025Q3: 1,023 shares; 2025Q4: 1,023 shares 1,023$25.7K<0.01%0Timeline
QLTYGMO ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 666 shares; 2025Q4: 666 shares 666$25.6K<0.01%0Timeline
FRIZFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 992 shares 992$25.4K<0.01%newTimeline
BRTRBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares 500$25.4K<0.01%0Timeline
CPRJCALAMOS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,305 shares; 2024Q4: 5,305 shares; 2025Q1: 6,476 shares; 2025Q2: not reported; 2025Q3: 21,034 shares; 2025Q4: 945 shares 945$25.3K<0.01%-20,089Timeline
CAAAFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 968 shares; 2025Q4: 1,234 shares 1,234$25.3K<0.01%+266Timeline
ZIONZIONS BANCORPORATION NATL ASQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 460 shares; 2025Q1: 461 shares; 2025Q2: 383 shares; 2025Q3: 383 shares; 2025Q4: 432 shares 432$25.3K<0.01%+49Timeline
UUUUENERGY FUELS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 455 shares; 2024Q4: 455 shares; 2025Q1: 455 shares; 2025Q2: 395 shares; 2025Q3: 995 shares; 2025Q4: 1,736 shares 1,736$25.2K<0.01%+741Timeline
UAAUNDER ARMOUR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,141 shares; 2024Q4: 6,141 shares; 2025Q1: 6,081 shares; 2025Q2: 6,081 shares; 2025Q3: 6,102 shares; 2025Q4: 5,078 shares 5,078$25.2K<0.01%-1,024Timeline
BKEBUCKLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 472 shares; 2024Q4: 472 shares; 2025Q1: 472 shares; 2025Q2: 472 shares; 2025Q3: 551 shares; 2025Q4: 472 shares 472$25.2K<0.01%-79Timeline
BSLBLACKSTONE SENI FLTN RAT 202Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 471 shares; 2025Q3: 300 shares; 2025Q4: 1,861 shares 1,861$25.1K<0.01%+1,561Timeline
BAMDNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,001 shares; 2025Q3: 831 shares; 2025Q4: 831 shares 831$24.9K<0.01%0Timeline
OVVOVINTIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380 shares; 2024Q4: 377 shares; 2025Q1: 919 shares; 2025Q2: 543 shares; 2025Q3: 568 shares; 2025Q4: 636 shares 636$24.9K<0.01%+68Timeline
GTOQINVESCO ACTIVELY MANAGED EXCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,100 shares 1,100$24.9K<0.01%newTimeline
VIOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 251 shares; 2025Q1: 238 shares; 2025Q2: 238 shares; 2025Q3: 238 shares; 2025Q4: 205 shares 205$24.9K<0.01%-33Timeline
DDSDILLARDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 41 shares 41$24.9K<0.01%0Timeline
CHTRCHARTER COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 169 shares; 2025Q1: 175 shares; 2025Q2: 159 shares; 2025Q3: 167 shares; 2025Q4: 119 shares 119$24.8K<0.01%-48Timeline
SANMSANMINA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 531 shares; 2025Q3: 686 shares; 2025Q4: 165 shares 165$24.8K<0.01%-521Timeline
WFRDWEATHERFORD INTL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: 316 shares; 2025Q4: 316 shares 316$24.7K<0.01%0Timeline
MNANYLIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 67 shares; 2025Q1: 689 shares; 2025Q2: 689 shares; 2025Q3: 689 shares; 2025Q4: 689 shares 689$24.7K<0.01%0Timeline
HEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,461 shares; 2024Q4: 2,498 shares; 2025Q1: 6,799 shares; 2025Q2: 2,307 shares; 2025Q3: 1,920 shares; 2025Q4: 592 shares 592$24.5K<0.01%-1,328Timeline
IBKRINTERACTIVE BROKERS GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: 93 shares; 2025Q1: 112 shares; 2025Q2: 376 shares; 2025Q3: 536 shares; 2025Q4: 380 shares 380$24.4K<0.01%-156Timeline
SYMSYMBOTIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 143 shares; 2025Q1: 153 shares; 2025Q2: 157 shares; 2025Q3: 392 shares; 2025Q4: 410 shares 410$24.4K<0.01%+18Timeline
ALKALASKA AIR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 673 shares; 2024Q4: 673 shares; 2025Q1: 443 shares; 2025Q2: 443 shares; 2025Q3: 393 shares; 2025Q4: 485 shares 485$24.4K<0.01%+92Timeline
TLTWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,873 shares; 2025Q1: 2,902 shares; 2025Q2: 2,951 shares; 2025Q3: 2,989 shares; 2025Q4: 1,075 shares 1,075$24.4K<0.01%-1,914Timeline
KBKB FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241 shares; 2024Q4: 241 shares; 2025Q1: 241 shares; 2025Q2: 241 shares; 2025Q3: 241 shares; 2025Q4: 283 shares 283$24.3K<0.01%+42Timeline
USRTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 395 shares; 2024Q4: 408 shares; 2025Q1: 327 shares; 2025Q2: 820 shares; 2025Q3: 820 shares; 2025Q4: 426 shares 426$24.3K<0.01%-394Timeline
BAMBNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,093 shares; 2025Q3: 916 shares; 2025Q4: 916 shares 916$24.2K<0.01%0Timeline
SHRYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 634 shares; 2024Q4: 634 shares; 2025Q1: 634 shares; 2025Q2: 634 shares; 2025Q3: 634 shares; 2025Q4: 574 shares 574$24.1K<0.01%-60Timeline
BDYNBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 938 shares 938$24K<0.01%newTimeline
OUTOUTFRONT MEDIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 995 shares; 2025Q2: 995 shares; 2025Q3: 995 shares; 2025Q4: 995 shares 995$24K<0.01%0Timeline
FTMUPUTNAM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,049 shares 3,049$23.8K<0.01%newTimeline
VTGVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 313 shares 313$23.8K<0.01%+263Timeline
KIESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 396 shares 396$23.8K<0.01%newTimeline
ZEUSOLYMPIC STEEL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 556 shares; 2024Q4: 556 shares; 2025Q1: 556 shares; 2025Q2: 556 shares; 2025Q3: 556 shares; 2025Q4: 556 shares 556$23.8K<0.01%0Timeline
RRBIRED RIVER BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 263 shares; 2025Q4: 332 shares 332$23.7K<0.01%+69Timeline
QSQUANTUMSCAPE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,322 shares; 2024Q4: 1,536 shares; 2025Q1: 1,736 shares; 2025Q2: 1,340 shares; 2025Q3: 1,592 shares; 2025Q4: 2,272 shares 2,272$23.7K<0.01%+680Timeline
TDSCEXCHANGE LISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 923 shares; 2025Q3: 929 shares; 2025Q4: 934 shares 934$23.6K<0.01%+5Timeline
PAYCPAYCOM SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 101 shares; 2025Q1: 125 shares; 2025Q2: 131 shares; 2025Q3: 136 shares; 2025Q4: 148 shares 148$23.6K<0.01%+12Timeline
PTCPTC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 15 shares; 2025Q1: 76 shares; 2025Q2: 33 shares; 2025Q3: 70 shares; 2025Q4: 135 shares 135$23.5K<0.01%+65Timeline
STAGSTAG INDUSTRIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 434 shares; 2024Q4: 438 shares; 2025Q1: 1,260 shares; 2025Q2: 862 shares; 2025Q3: 542 shares; 2025Q4: 639 shares 639$23.5K<0.01%+97Timeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 76 shares; 2025Q2: 92 shares; 2025Q3: 96 shares; 2025Q4: 109 shares 109$23.4K<0.01%+13Timeline
BTCGRAYSCALE BITCOIN MINI TR ETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 228 shares; 2025Q1: 312 shares; 2025Q2: 315 shares; 2025Q3: 453 shares; 2025Q4: 602 shares 602$23.3K<0.01%+149Timeline
AXSAXIS CAP HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 242 shares; 2025Q2: 237 shares; 2025Q3: 231 shares; 2025Q4: 217 shares 217$23.2K<0.01%-14Timeline
VIAVVIAVI SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118 shares; 2024Q4: 118 shares; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: 103 shares; 2025Q4: 1,303 shares 1,303$23.2K<0.01%+1,200Timeline
JOEST JOE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 391 shares; 2025Q4: 391 shares 391$23.2K<0.01%0Timeline
RWRSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 701 shares; 2024Q4: 577 shares; 2025Q1: 137 shares; 2025Q2: 15,574 shares; 2025Q3: 1,428 shares; 2025Q4: 235 shares 235$23.1K<0.01%-1,193Timeline
BTUPEABODY ENGR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 816 shares; 2024Q4: 819 shares; 2025Q1: 823 shares; 2025Q2: 828 shares; 2025Q3: 832 shares; 2025Q4: 776 shares 776$23K<0.01%-56Timeline
GUGGUGGENHEIM ACTIVE ALLOC FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500$23K<0.01%0Timeline
REETISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164 shares; 2024Q4: 164 shares; 2025Q1: 157 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 915 shares 915$22.8K<0.01%+906Timeline
ISPYPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares 500$22.8K<0.01%0Timeline
PAASPAN AMERN SILVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253 shares; 2024Q4: 253 shares; 2025Q1: 348 shares; 2025Q2: 348 shares; 2025Q3: 349 shares; 2025Q4: 440 shares 440$22.8K<0.01%+91Timeline
AIFDTCW ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71 shares; 2025Q4: 606 shares 606$22.8K<0.01%+535Timeline
MCSMARCUS CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,697 shares; 2024Q4: 1,697 shares; 2025Q1: 1,467 shares; 2025Q2: 1,467 shares; 2025Q3: 1,467 shares; 2025Q4: 1,467 shares 1,467$22.8K<0.01%0Timeline
FANFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,819 shares; 2024Q4: 8,819 shares; 2025Q1: 8,645 shares; 2025Q2: 5,683 shares; 2025Q3: 5,763 shares; 2025Q4: 1,108 shares 1,108$22.7K<0.01%-4,655Timeline
QEFASPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares 250$22.7K<0.01%0Timeline
CLMTCALUMET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,845 shares; 2024Q4: 1,720 shares; 2025Q1: 1,720 shares; 2025Q2: 1,720 shares; 2025Q3: 1,240 shares; 2025Q4: 1,140 shares 1,140$22.7K<0.01%-100Timeline
XCHYXCALAMOS CONV & HIGH INCOME FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000$22.6K<0.01%0Timeline
JUNZELEVATION SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 895 shares; 2025Q4: 691 shares 691$22.6K<0.01%-204Timeline
ZBRAZEBRA TECHNOLOGIES CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 60 shares; 2025Q1: 53 shares; 2025Q2: 39 shares; 2025Q3: 40 shares; 2025Q4: 93 shares 93$22.6K<0.01%+53Timeline
AFEMFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 120 shares; 2025Q2: 284 shares; 2025Q3: 284 shares; 2025Q4: 284 shares 284$22.5K<0.01%0Timeline
HUMHUMANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 642 shares; 2024Q4: 316 shares; 2025Q1: 45 shares; 2025Q2: 39 shares; 2025Q3: 85 shares; 2025Q4: 87 shares 87$22.3K<0.01%+2Timeline
SLISTANDARD LITHIUM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 130 shares; 2025Q1: 5,105 shares; 2025Q2: 4,975 shares; 2025Q3: 4,975 shares; 2025Q4: 4,975 shares 4,975$22.2K<0.01%0Timeline
BEATHEARTBEAM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,250 shares; 2024Q4: 14,250 shares; 2025Q1: 10,250 shares; 2025Q2: 10,250 shares; 2025Q3: 9,250 shares; 2025Q4: 9,250 shares 9,250$22.2K<0.01%0Timeline
RVNUDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 901 shares; 2024Q4: 901 shares; 2025Q1: 901 shares; 2025Q2: 901 shares; 2025Q3: 901 shares; 2025Q4: 901 shares 901$22.1K<0.01%0Timeline
HACKAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 275 shares 275$22.1K<0.01%-75Timeline
FCGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,746 shares; 2024Q4: 6,046 shares; 2025Q1: 4,540 shares; 2025Q2: 2,521 shares; 2025Q3: 1,764 shares; 2025Q4: 937 shares 937$21.9K<0.01%-827Timeline
IBNICICI BK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 741 shares; 2024Q4: 741 shares; 2025Q1: 735 shares; 2025Q2: 735 shares; 2025Q3: 735 shares; 2025Q4: 735 shares 735$21.9K<0.01%0Timeline
NBNIOCORP DEVS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,725 shares; 2025Q4: 4,128 shares 4,128$21.9K<0.01%+1,403Timeline
XAGGMORGAN STANLEY ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 434 shares 434$21.9K<0.01%newTimeline
VODVODAFONE GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,482 shares; 2024Q4: 2,626 shares; 2025Q1: 2,643 shares; 2025Q2: 2,643 shares; 2025Q3: 2,056 shares; 2025Q4: 1,653 shares 1,653$21.8K<0.01%-403Timeline
GILGILDAN ACTIVEWEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 349 shares 349$21.8K<0.01%newTimeline
AWIARMSTRONG WORLD INDS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 94 shares; 2025Q4: 114 shares 114$21.8K<0.01%+20Timeline
YOUCLEAR SECURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,955 shares; 2024Q4: 2,405 shares; 2025Q1: 2,130 shares; 2025Q2: 2,030 shares; 2025Q3: 671 shares; 2025Q4: 621 shares 621$21.8K<0.01%-50Timeline
CLLSCELLECTIS S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,100 shares; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares 4,500$21.8K<0.01%0Timeline
IDHQINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 388 shares; 2024Q4: 495 shares; 2025Q1: 495 shares; 2025Q2: 495 shares; 2025Q3: 617 shares; 2025Q4: 617 shares 617$21.7K<0.01%0Timeline
CVECENOVUS ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,009 shares; 2024Q4: 1,009 shares; 2025Q1: 1,013 shares; 2025Q2: 649 shares; 2025Q3: 1,281 shares; 2025Q4: 1,281 shares 1,281$21.7K<0.01%0Timeline
SHESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 162 shares; 2025Q3: 357 shares; 2025Q4: 162 shares 162$21.4K<0.01%-195Timeline
EELVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 841 shares; 2024Q4: 833 shares; 2025Q1: 1,083 shares; 2025Q2: 1,133 shares; 2025Q3: 1,133 shares; 2025Q4: 777 shares 777$21.3K<0.01%-356Timeline
SMBSSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 800 shares; 2025Q3: 811 shares; 2025Q4: 825 shares 825$21.2K<0.01%+14Timeline
INSMINSMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 25 shares; 2025Q4: 121 shares 121$21.1K<0.01%+96Timeline
SJNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,764 shares; 2024Q4: 1,661 shares; 2025Q1: 1,499 shares; 2025Q2: 994 shares; 2025Q3: 1,002 shares; 2025Q4: 831 shares 831$21K<0.01%-171Timeline
PPGPPG INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196 shares; 2024Q4: 208 shares; 2025Q1: 161 shares; 2025Q2: 199 shares; 2025Q3: 230 shares; 2025Q4: 205 shares 205$21K<0.01%-25Timeline
IAIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 392 shares; 2024Q4: 393 shares; 2025Q1: 393 shares; 2025Q2: 393 shares; 2025Q3: 117 shares; 2025Q4: 117 shares 117$21K<0.01%0Timeline
TDYTELEDYNE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 63 shares; 2025Q1: 36 shares; 2025Q2: 39 shares; 2025Q3: 41 shares; 2025Q4: 41 shares 41$20.9K<0.01%0Timeline
WGSGENEDX HOLDINGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 110 shares; 2025Q4: 161 shares 161$20.9K<0.01%+51Timeline
EWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 512 shares; 2024Q4: 512 shares; 2025Q1: 318 shares; 2025Q2: 318 shares; 2025Q3: 318 shares; 2025Q4: 318 shares 318$20.9K<0.01%0Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307 shares; 2024Q4: 307 shares; 2025Q1: 196 shares; 2025Q2: 277 shares; 2025Q3: 300 shares; 2025Q4: 97 shares 97$20.8K<0.01%-203Timeline
APAAPA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,263 shares; 2024Q4: 1,087 shares; 2025Q1: 1,258 shares; 2025Q2: 886 shares; 2025Q3: 853 shares; 2025Q4: 851 shares 851$20.8K<0.01%-2Timeline
WWJDNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 78 shares; 2025Q1: 600 shares; 2025Q2: 634 shares; 2025Q3: 547 shares; 2025Q4: 570 shares 570$20.8K<0.01%+23Timeline
TTMITTM TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 169 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: 300 shares 300$20.7K<0.01%+298Timeline
NEONEOGENOMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,692 shares; 2024Q4: 5,772 shares; 2025Q1: 2,835 shares; 2025Q2: 2,835 shares; 2025Q3: 2,395 shares; 2025Q4: 1,760 shares 1,760$20.7K<0.01%-635Timeline
EIDOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 706 shares; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 1,105 shares; 2025Q3: 1,105 shares; 2025Q4: 1,105 shares 1,105$20.7K<0.01%0Timeline
QUBTQUANTUM COMPUTING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 361 shares; 2025Q1: 1,710 shares; 2025Q2: 710 shares; 2025Q3: 710 shares; 2025Q4: 2,010 shares 2,010$20.6K<0.01%+1,300Timeline
CDECOEUR MNG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 151 shares; 2025Q1: 151 shares; 2025Q2: 1,151 shares; 2025Q3: 1,151 shares; 2025Q4: 1,156 shares 1,156$20.6K<0.01%+5Timeline
IMFLINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 590 shares; 2025Q2: 779 shares; 2025Q3: 690 shares; 2025Q4: 690 shares 690$20.6K<0.01%0Timeline
ZWSZURN ELKAY WATER SOLNS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 442 shares 442$20.5K<0.01%+42Timeline
ERTHINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 435 shares; 2024Q4: 435 shares; 2025Q1: 435 shares; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 435 shares 435$20.5K<0.01%0Timeline
LOARLOAR HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300$20.4K<0.01%0Timeline
FIDUFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 227 shares; 2025Q1: 228 shares; 2025Q2: 228 shares; 2025Q3: 247 shares; 2025Q4: 247 shares 247$20.4K<0.01%0Timeline
GOVIINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,092 shares; 2024Q4: 2,101 shares; 2025Q1: 2,761 shares; 2025Q2: 2,832 shares; 2025Q3: 2,895 shares; 2025Q4: 740 shares 740$20.4K<0.01%-2,155Timeline
HLIOHELIOS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 380 shares 380$20.3K<0.01%newTimeline
BIOBIO RAD LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 71 shares; 2025Q1: 70 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 67 shares 67$20.3K<0.01%0Timeline
MRSKNORTHERN LIGHTS FD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 550 shares 550$20.2K<0.01%+100Timeline
OPRAOPERA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,425 shares; 2024Q4: 1,425 shares; 2025Q1: 1,425 shares; 2025Q2: 1,425 shares; 2025Q3: 1,425 shares; 2025Q4: 1,425 shares 1,425$20.2K<0.01%0Timeline
CVCOCAVCO INDS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares 34$20.1K<0.01%0Timeline
CTOCTO RLTY GROWTH INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,640 shares; 2024Q4: 3,640 shares; 2025Q1: 3,640 shares; 2025Q2: 3,640 shares; 2025Q3: 3,640 shares; 2025Q4: 1,088 shares 1,088$20K<0.01%-2,552Timeline
LPLALPL FINL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 7 shares; 2025Q1: 9 shares; 2025Q2: 2,397 shares; 2025Q3: 39 shares; 2025Q4: 56 shares 56$20K<0.01%+17Timeline
BBREJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 99 shares; 2025Q1: 216 shares; 2025Q2: 216 shares; 2025Q3: 216 shares; 2025Q4: 216 shares 216$20K<0.01%0Timeline
IHGINTERCONTINENTAL HOTELS GROUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 94 shares; 2025Q1: 94 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 142 shares 142$20K<0.01%-18Timeline
TQQQPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 148 shares; 2025Q1: 62 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 378 shares 378$19.9K<0.01%newTimeline
REPXRILEY EXPLORATION PERMIAN INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 753 shares; 2025Q4: 754 shares 754$19.9K<0.01%+1Timeline
YMAGTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,595 shares; 2025Q2: 1,369 shares; 2025Q3: 1,394 shares; 2025Q4: 1,394 shares 1,394$19.8K<0.01%0Timeline
RJFRAYMOND JAMES FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 59 shares; 2025Q1: 126 shares; 2025Q2: 96 shares; 2025Q3: 108 shares; 2025Q4: 123 shares 123$19.8K<0.01%+15Timeline
ULSUL SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354 shares; 2024Q4: 529 shares; 2025Q1: 531 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares 250$19.7K<0.01%0Timeline
LSCCLATTICE SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 271 shares; 2025Q2: 264 shares; 2025Q3: 264 shares; 2025Q4: 266 shares 266$19.6K<0.01%+2Timeline
BYLDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,699 shares; 2024Q4: 85,490 shares; 2025Q1: 1,923 shares; 2025Q2: 1,923 shares; 2025Q3: 859 shares; 2025Q4: 859 shares 859$19.6K<0.01%0Timeline
DOCSDOXIMITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 415 shares; 2025Q1: 415 shares; 2025Q2: 415 shares; 2025Q3: 400 shares; 2025Q4: 441 shares 441$19.5K<0.01%+41Timeline
DIALCOLUMBIA ETF TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,303 shares; 2024Q4: 1,063 shares; 2025Q1: 1,063 shares; 2025Q2: 1,063 shares; 2025Q3: 1,063 shares; 2025Q4: 1,063 shares 1,063$19.5K<0.01%0Timeline
KMXCARMAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 246 shares; 2025Q1: 165 shares; 2025Q2: 100 shares; 2025Q3: 93 shares; 2025Q4: 504 shares 504$19.5K<0.01%+411Timeline
HEHAWAIIAN ELEC INDS INC MTN BQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,703 shares; 2024Q4: 1,703 shares; 2025Q1: 1,583 shares; 2025Q2: 1,583 shares; 2025Q3: 1,583 shares; 2025Q4: 1,583 shares 1,583$19.5K<0.01%0Timeline
TMFGRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 641 shares; 2024Q4: 641 shares; 2025Q1: 641 shares; 2025Q2: 641 shares; 2025Q3: 641 shares; 2025Q4: 641 shares 641$19.3K<0.01%0Timeline
LLOEWS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 103 shares; 2025Q2: 121 shares; 2025Q3: 139 shares; 2025Q4: 183 shares 183$19.3K<0.01%+44Timeline
PBJINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 425 shares 425$19K<0.01%newTimeline
TPBTURNING PT BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 175 shares 175$19K<0.01%0Timeline
DFPFLAHERTY & CRUMRINE DYNAMICQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 837 shares; 2024Q4: 851 shares; 2025Q1: 866 shares; 2025Q2: 881 shares; 2025Q3: 896 shares; 2025Q4: 911 shares 911$18.9K<0.01%+15Timeline
UHTUNIVERSAL HEALTH RLTY INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 461 shares; 2024Q4: 465 shares; 2025Q1: 469 shares; 2025Q2: 473 shares; 2025Q3: 478 shares; 2025Q4: 482 shares 482$18.9K<0.01%+4Timeline
RCKTROCKET PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,545 shares; 2024Q4: 5,385 shares; 2025Q1: 5,367 shares; 2025Q2: 5,367 shares; 2025Q3: 5,367 shares; 2025Q4: 5,367 shares 5,367$18.8K<0.01%0Timeline
PIOINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 426 shares; 2025Q1: 426 shares; 2025Q2: 426 shares; 2025Q3: 426 shares; 2025Q4: 426 shares 426$18.8K<0.01%0Timeline
GERNGERON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,165 shares; 2024Q4: 13,165 shares; 2025Q1: 13,165 shares; 2025Q2: 13,165 shares; 2025Q3: 13,165 shares; 2025Q4: 14,247 shares 14,247$18.8K<0.01%+1,082Timeline
AWRAMER STATES WTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 259 shares 259$18.8K<0.01%+9Timeline
GLPIGAMING & LEISURE PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 351 shares; 2024Q4: 359 shares; 2025Q1: 351 shares; 2025Q2: 382 shares; 2025Q3: 408 shares; 2025Q4: 420 shares 420$18.8K<0.01%+12Timeline
PTHINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,668 shares; 2024Q4: 1,668 shares; 2025Q1: 1,668 shares; 2025Q2: 1,275 shares; 2025Q3: 375 shares; 2025Q4: 375 shares 375$18.6K<0.01%0Timeline
CWANCLEARWATER ANALYTICS HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 323 shares; 2025Q3: 434 shares; 2025Q4: 771 shares 771$18.6K<0.01%+337Timeline
TBLLINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 176 shares; 2025Q3: 176 shares; 2025Q4: 176 shares 176$18.6K<0.01%0Timeline
SRVRPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 827 shares; 2024Q4: 827 shares; 2025Q1: 789 shares; 2025Q2: 665 shares; 2025Q3: 664 shares; 2025Q4: 648 shares 648$18.6K<0.01%-16Timeline
STESTERIS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 271 shares; 2025Q1: 273 shares; 2025Q2: 84 shares; 2025Q3: 96 shares; 2025Q4: 73 shares 73$18.5K<0.01%-23Timeline
FSMDFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 419 shares; 2025Q3: 419 shares; 2025Q4: 419 shares 419$18.5K<0.01%0Timeline
ILFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 606 shares; 2024Q4: 606 shares; 2025Q1: 606 shares; 2025Q2: 606 shares; 2025Q3: 606 shares; 2025Q4: 606 shares 606$18.5K<0.01%0Timeline
CVICVR ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 449 shares; 2024Q4: 449 shares; 2025Q1: 449 shares; 2025Q2: 449 shares; 2025Q3: 449 shares; 2025Q4: 721 shares 721$18.3K<0.01%+272Timeline
VCRBVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 235 shares; 2025Q3: 235 shares; 2025Q4: 235 shares 235$18.3K<0.01%0Timeline
COOCOOPER COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 91 shares; 2025Q1: 101 shares; 2025Q2: 76 shares; 2025Q3: 64 shares; 2025Q4: 223 shares 223$18.3K<0.01%+159Timeline
VKIINVESCO ADVANTAGE MUN INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,074 shares; 2024Q4: 9,151 shares; 2025Q1: 6,231 shares; 2025Q2: 6,317 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000$18.2K<0.01%0Timeline
IYMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 118 shares; 2025Q3: 118 shares; 2025Q4: 118 shares 118$18.2K<0.01%0Timeline
QUSATIDAL TRUST IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 868 shares; 2025Q4: 1,002 shares 1,002$18.1K<0.01%+134Timeline
OGNORGANON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,898 shares; 2024Q4: 1,899 shares; 2025Q1: 1,890 shares; 2025Q2: 1,735 shares; 2025Q3: 2,688 shares; 2025Q4: 2,525 shares 2,525$18.1K<0.01%-163Timeline
PLBYPLAYBOY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,800 shares; 2024Q4: 9,800 shares; 2025Q1: 9,800 shares; 2025Q2: 9,800 shares; 2025Q3: 9,800 shares; 2025Q4: 9,600 shares 9,600$18K<0.01%-200Timeline
IONSIONIS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 200 shares; 2025Q3: 210 shares; 2025Q4: 228 shares 228$18K<0.01%+18Timeline
DKSDICKS SPORTING GOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234 shares; 2024Q4: 234 shares; 2025Q1: 255 shares; 2025Q2: 249 shares; 2025Q3: 249 shares; 2025Q4: 91 shares 91$18K<0.01%-158Timeline
LIILENNOX INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 24 shares; 2025Q1: 72 shares; 2025Q2: 89 shares; 2025Q3: 85 shares; 2025Q4: 37 shares 37$18K<0.01%-48Timeline
AUGMFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,037 shares; 2024Q4: 3,037 shares; 2025Q1: 3,037 shares; 2025Q2: not reported; 2025Q3: 527 shares; 2025Q4: 527 shares 527$17.9K<0.01%0Timeline
TCOMTRIP COM GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308 shares; 2024Q4: 308 shares; 2025Q1: 249 shares; 2025Q2: 249 shares; 2025Q3: 249 shares; 2025Q4: 249 shares 249$17.9K<0.01%0Timeline
BHKBLACKROCK CORE BD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,661 shares; 2024Q4: 1,661 shares; 2025Q1: 1,661 shares; 2025Q2: 1,861 shares; 2025Q3: 1,861 shares; 2025Q4: 1,861 shares 1,861$17.8K<0.01%0Timeline
IRETIDAL TR II DEFIANCE DAILY TARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares 3,000$17.8K<0.01%newTimeline
ALGNALIGN TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270 shares; 2024Q4: 268 shares; 2025Q1: 145 shares; 2025Q2: 143 shares; 2025Q3: 131 shares; 2025Q4: 114 shares 114$17.8K<0.01%-17Timeline
USFDUS FOODS HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 110 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 192 shares; 2025Q4: 236 shares 236$17.8K<0.01%+44Timeline
OGSONE GAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 230 shares 230$17.8K<0.01%0Timeline
INSPINSPIRE MED SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 197 shares; 2025Q1: 197 shares; 2025Q2: 197 shares; 2025Q3: 192 shares; 2025Q4: 192 shares 192$17.7K<0.01%0Timeline
XTNSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193 shares; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 193 shares; 2025Q3: 193 shares; 2025Q4: 193 shares 193$17.7K<0.01%0Timeline
ADMEETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 344 shares; 2025Q2: 344 shares; 2025Q3: 344 shares; 2025Q4: 344 shares 344$17.7K<0.01%0Timeline
AFSCABRDN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 579 shares; 2025Q2: 579 shares; 2025Q3: 579 shares; 2025Q4: 579 shares 579$17.6K<0.01%0Timeline
FTSFORTIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339 shares; 2024Q4: 339 shares; 2025Q1: 339 shares; 2025Q2: 339 shares; 2025Q3: 339 shares; 2025Q4: 339 shares 339$17.6K<0.01%0Timeline
WIMIWIMI HOLOGRAM CLOUD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 7,395 shares 7,395$17.5K<0.01%+7,285Timeline
CGHYCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 691 shares; 2025Q4: 691 shares 691$17.5K<0.01%0Timeline
DEFRETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 655 shares; 2025Q3: 655 shares; 2025Q4: 655 shares 655$17.5K<0.01%0Timeline
VRSNVERISIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 9 shares; 2025Q1: 20 shares; 2025Q2: 2,941 shares; 2025Q3: 94 shares; 2025Q4: 72 shares 72$17.5K<0.01%-22Timeline
MTARCELORMITTAL SA LUXEMBOURGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 78 shares; 2025Q1: 264 shares; 2025Q2: 264 shares; 2025Q3: 283 shares; 2025Q4: 383 shares 383$17.5K<0.01%+100Timeline
SNAPSNAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,552 shares; 2024Q4: 1,736 shares; 2025Q1: 1,741 shares; 2025Q2: 1,539 shares; 2025Q3: 2,438 shares; 2025Q4: 2,162 shares 2,162$17.4K<0.01%-276Timeline
CRMDCORMEDIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,500 shares 1,500$17.4K<0.01%newTimeline
CFOVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,583 shares; 2024Q4: 19,812 shares; 2025Q1: 726 shares; 2025Q2: 580 shares; 2025Q3: 236 shares; 2025Q4: 236 shares 236$17.4K<0.01%0Timeline
FSMFORTUNA MNG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,575 shares; 2025Q2: 2,575 shares; 2025Q3: 2,575 shares; 2025Q4: 1,775 shares 1,775$17.4K<0.01%-800Timeline
WBSWEBSTER FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 258 shares; 2025Q2: 258 shares; 2025Q3: 270 shares; 2025Q4: 276 shares 276$17.4K<0.01%+6Timeline
SSNCSS&C TECH HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 168 shares; 2025Q3: 197 shares; 2025Q4: 198 shares 198$17.3K<0.01%+1Timeline
KRGKITE REALTY GROUP TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,270 shares; 2024Q4: 1,270 shares; 2025Q1: 1,270 shares; 2025Q2: 1,270 shares; 2025Q3: 722 shares; 2025Q4: 722 shares 722$17.3K<0.01%0Timeline
HYSPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257 shares; 2024Q4: 182 shares; 2025Q1: 182 shares; 2025Q2: 182 shares; 2025Q3: 182 shares; 2025Q4: 182 shares 182$17.3K<0.01%0Timeline
GRPMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,490 shares; 2024Q4: 14,359 shares; 2025Q1: 843 shares; 2025Q2: 143 shares; 2025Q3: 143 shares; 2025Q4: 143 shares 143$17.2K<0.01%0Timeline
QRVOQORVO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 111 shares; 2025Q1: 206 shares; 2025Q2: 206 shares; 2025Q3: 205 shares; 2025Q4: 203 shares 203$17.2K<0.01%-2Timeline
CCDCALAMOS DYNAMIC CONV & INCOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,090 shares; 2024Q4: 320 shares; 2025Q1: 320 shares; 2025Q2: 320 shares; 2025Q3: 320 shares; 2025Q4: 820 shares 820$17.1K<0.01%+500Timeline
JDJD.COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,898 shares; 2024Q4: 2,226 shares; 2025Q1: 2,720 shares; 2025Q2: 4,276 shares; 2025Q3: 725 shares; 2025Q4: 595 shares 595$17.1K<0.01%-130Timeline
XRMMXRIVERNORTH MANAGED DUR MUN IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares 1,250$17K<0.01%0Timeline
JPUSJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 64 shares; 2025Q1: 51 shares; 2025Q2: 151 shares; 2025Q3: 137 shares; 2025Q4: 137 shares 137$17K<0.01%0Timeline
SPIPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 951 shares; 2025Q1: 942 shares; 2025Q2: 945 shares; 2025Q3: 699 shares; 2025Q4: 654 shares 654$17K<0.01%-45Timeline
FLRGFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,008 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 447 shares; 2025Q3: 447 shares; 2025Q4: 447 shares 447$17K<0.01%0Timeline
BTGB2GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 1,260 shares; 2025Q1: 3,760 shares; 2025Q2: 3,760 shares; 2025Q3: 3,760 shares; 2025Q4: 3,760 shares 3,760$17K<0.01%0Timeline
SMOTVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 463 shares 463$16.8K<0.01%newTimeline
WTAIWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,390 shares; 2024Q4: 2,393 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 575 shares 575$16.8K<0.01%-50Timeline
WFGWEST FRASER TIMBER CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 129 shares; 2025Q1: 153 shares; 2025Q2: 153 shares; 2025Q3: 214 shares; 2025Q4: 273 shares 273$16.7K<0.01%+59Timeline
DXDYNEX CAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 420 shares; 2025Q4: 1,190 shares 1,190$16.7K<0.01%+770Timeline
CXTCRANE NXT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 353 shares; 2024Q4: 353 shares; 2025Q1: 353 shares; 2025Q2: 354 shares; 2025Q3: 354 shares; 2025Q4: 354 shares 354$16.7K<0.01%0Timeline
FAFFIRST AMERN FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 529 shares; 2024Q4: 529 shares; 2025Q1: 541 shares; 2025Q2: 534 shares; 2025Q3: 534 shares; 2025Q4: 271 shares 271$16.6K<0.01%-263Timeline
CBTOCALAMOS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 772 shares 772$16.6K<0.01%newTimeline
FLBRFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 871 shares 871$16.6K<0.01%newTimeline

Principal amounts

Notes and convertibles filed as a face amount (PRN). A face amount is never added to a share count (H6).

SecurityTypeAmountValueChange
CHEESECAKE FACTORY INCCHEESECAKE FACTORY INC NOTE 0.375% 6/1principal20,000$19.6K0

Sold out in Q4 2025

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

The largest 100 of 210. All 210

SecurityShares beforeValue beforeType
ALEALLETE INC15,418$1.02Mshares
INVESCO BULLETSHARES 2025 CBINVESCO BULLETSHARES 2025 CB44,650$924Kshares
INVESCO EXCH TRD SLF IDX FDINVESCO EXCH TRD SLF IDX FD29,317$676Kshares
EJULINNOVATOR ETFS TRUST19,759$572Kshares
UMAYINNOVATOR ETFS TRUST15,670$562Kshares
ISHARESISHARES16,661$446Kshares
INVESCOINVESCO17,702$434Kshares
MORGAN STANLEY ETF TRUSTMORGAN STANLEY ETF TRUST5,798$429Kshares
KKELLANOVA4,043$332Kshares
UNILEVER PLCUNILEVER PLC5,483$325Kshares
CLOABLACKROCK ETF TRUST II6,188$322Kshares
MCHIISHARES TR4,512$297Kshares
TAPRINNOVATOR ETFS TRUST11,030$282Kshares
EAPRINNOVATOR ETFS TRUST8,584$250Kshares
CPSDCALAMOS ETF TR9,760$249Kshares
BMARINNOVATOR ETFS TRUST3,882$200Kshares
WIXWIX COM LTD1,084$193Kshares
XVVISHARES TR2,957$152Kshares
ISHARES IBONDS DEC 2025 TERMISHARES IBONDS DEC 2025 TERM5,525$139Kshares
ARIS WATER SOLUTIONS INCARIS WATER SOLUTIONS INC5,328$131Kshares
BBWBUILD-A-BEAR WORKSHOP INC1,955$127Kshares
ISHARES TRISHARES TR5,410$126Kshares
TVALT ROWE PRICE EXCHANGE-TRADED3,466$118Kshares
IGBHISHARES U S ETF TR4,001$98.5Kshares
TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADR1,576$94.1Kshares
WCLDWISDOMTREE TR2,640$92.8Kshares
MUSTCOLUMBIA ETF TR I4,265$87.6Kshares
RSMRFIRST TR EXCHNG TRADED FD VI3,751$80.6Kshares
UJUNINNOVATOR ETFS TRUST2,185$80.2Kshares
UPBDUPBOUND GROUP INC3,257$77Kshares
VSDMVANGUARD MUN BD FDS884$67.8Kshares
AFIFTWO RDS SHARED TR5,411$50.8Kshares
PMFBPGIM ROCK ETF TR1,849$47.8Kshares
TEUCRIUM COMMODITY TRTEUCRIUM COMMODITY TR11,526$47.4Kshares
PBFBPGIM ROCK ETF TR1,438$42.6Kshares
JHMLJOHN HANCOCK EXCHANGE TRADED521$40.8Kshares
OCSLOAKTREE SPECIALTY LENDING3,091$40.3Kshares
AAAINVESTMENT MANAGERS SER TR I1,594$39.9Kshares
PFRLPGIM ETF TR793$39.8Kshares
QMOMEA SERIES TRUST613$39.5Kshares
FTXRFIRST TR EXCHANGE TRADED FD1,000$35Kshares
CEFSEXCHANGE LISTED FDS TR1,500$34.2Kshares
SEIMSEI EXCHANGE TRADED FUNDS704$32Kshares
SEIVSEI EXCHANGE TRADED FUNDS819$31.9Kshares
USSGDBX ETF TR514$31.6Kshares
EFIVSPDR SERIES TRUST495$31.5Kshares
AMCOR PLCAMCOR PLC3,760$30.8Kshares
PSFDPACER FDS TR836$30.3Kshares
HANESBRANDS INCHANESBRANDS INC4,590$30.2Kshares
AAPRINNOVATOR ETFS TRUST1,077$30.1Kshares
KAIKADANT INC95$28.2Kshares
UAUGINNOVATOR ETFS TRUST674$26.5Kshares
CBOACALAMOS ETF TR992$26.5Kshares
INTERPUBLIC GROUP COSINTERPUBLIC GROUP COS935$26.1Kshares
INNOVATOR ETFS TRUSTINNOVATOR ETFS TRUST1,071$25.6Kshares
METVLISTED FDS TR1,000$20.6Kshares
GVIISHARES TR181$19.4Kshares
WSWORTHINGTON STL INC612$18.6Kshares
SCSSTEELCASE INC-CLASS A1,021$17.6Kshares
VUZIVUZIX CORP5,372$16.8Kshares
CBXACALAMOS ETF TR544$16.2Kshares
SEIQSEI EXCHANGE TRADED FUNDS394$15.2Kshares
GPCRSTRUCTURE THERAPEUTICS INC500$14Kshares
PDNINVESCO EXCH TRADED FD TR II332$13.6Kshares
EWAISHARES INC500$13.5Kshares
EWGISHARES INC300$12.5Kshares
INFORMATICA INCINFORMATICA INC500$12.4Kshares
REYNREYNOLDS CONSUMER PRODS INC475$11.6Kshares
GIBCGI INC127$11.3Kshares
PAWZPROSHARES TR200$11.2Kshares
FIDELITY COVINGTON TRUSTFIDELITY COVINGTON TRUST436$11.2Kshares
HUTHUT 8 CORP300$10.4Kshares
TMARFIRST TR EXCHNG TRADED FD VI465$10.3Kshares
ISHARES TRISHARES TR435$10.1Kshares
PWZINVESCO EXCH TRADED FD TR II407$9.73Kshares
ProShares Ultra VIX Short-T…ProShares Ultra VIX Short-Term Fu…900$9.4Kshares
IEPICAHN ENTERPRISES LP1,067$8.98Kshares
PFLTPENNANTPARK FLOATING RATE CA1,000$8.89Kshares
KNOPKNOT OFFSHORE PARTNERS LP1,000$8.82Kshares
QXOQXO INC400$7.62Kshares
AERAERCAP HOLDINGS NV62$7.5Kshares
EPPISHARES INC140$7.22Kshares
AMPHAMPHASTAR PHARMACEUTICALS IN270$7.2Kshares
MTXMINERALS TECHNOLOGIES INC114$7.08Kshares
SIMOSILICON MOTION TECHNOLOGY CO74$7.02Kshares
TIDAL TRUST IITIDAL TRUST II700$6.99Kshares
LLYVALIBERTY MEDIA CORP74$6.98Kshares
MIND MEDICINE MINDMED INCMIND MEDICINE MINDMED INC556$6.55Kshares
CARSCARS COM INC528$6.45Kshares
FNDFLOOR & DECOR HLDGS INC86$6.34Kshares
AMPXAMPRIUS TECHNOLOGIES INC600$6.31Kshares
VFMFVANGUARD WELLINGTON FD44$6.29Kshares
TDFTEMPLETON DRAGON FD INC536$6.24Kshares
UPWKUPWORK INC327$6.07Kshares
HCKTHACKETT GROUP INC316$6.01Kshares
HYDRGLOBAL X FDS170$5.86Kshares
KRCKILROY REALTY CORP138$5.83Kshares
TGLSTECNOGLASS INC85$5.69Kshares
TILRAY INCTILRAY INC3,233$5.59Kshares
HOSHORNBECK OFFSHORE SERVICES I850$5.58Kshares

How Q4 2025 was built

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

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000810121-26-000002 base2026-02-09acceptance time not in the bulk data set