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Independent Advisor Alliance

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13F filer, CIK 1696899, CHARLOTTE, NC

Independent Advisor Alliance reported $4,117,624,578 across 999 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-04. Its ten largest share positions make up 37.6% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001062993-26-000608

Period
2025-12-31
Reported value
$4.12B
Holdings
999
Top 10 weight
37.6%
New
118
Sold out
64

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NVDAadded+408,888$76.3M
GLDadded+66,514$26.4M
NFLXadded+266,836$25M
SPYMadded+83,862$6.73M
NOWadded+40,896$6.26M

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
COSTreduced-6,173-$5.32M
FBTexited-29,611-$5.31M
PPHexited-55,078-$4.98M
GRMNreduced-18,018-$3.66M
HIMSexited-52,721-$2.99M

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 0001062993-26-000608, largest first. % of portfolio is the value over $4,117,624,578, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,724 shares; 2025Q1: 5,370 shares; 2025Q2: 6,081 shares; 2025Q3: 5,930 shares; 2025Q4: 5,969 shares 5,969$887K0.02%+39Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,185 shares; 2024Q4: 78,996 shares; 2025Q1: 6,733 shares; 2025Q2: 10,146 shares; 2025Q3: 10,047 shares; 2025Q4: 13,181 shares 13,181$886K0.02%+3,134Timeline
KTOSKRATOS DEFENSE & SEC SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,090 shares; 2025Q2: 11,855 shares; 2025Q3: 11,649 shares; 2025Q4: 11,634 shares 11,634$883K0.02%-15Timeline
PPGPPG INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,702 shares; 2024Q4: 11,226 shares; 2025Q1: 9,959 shares; 2025Q2: 9,521 shares; 2025Q3: 8,286 shares; 2025Q4: 8,574 shares 8,574$879K0.02%+288Timeline
BCSBARCLAYS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,698 shares; 2025Q2: 26,158 shares; 2025Q3: 30,080 shares; 2025Q4: 34,481 shares 34,481$878K0.02%+4,401Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 77,813 shares; 2025Q1: not reported; 2025Q2: 5,101 shares; 2025Q3: 4,683 shares; 2025Q4: 5,656 shares 5,656$875K0.02%+973Timeline
EXCEXELON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,415 shares; 2024Q4: 20,249 shares; 2025Q1: 20,898 shares; 2025Q2: 21,741 shares; 2025Q3: 22,172 shares; 2025Q4: 20,026 shares 20,026$873K0.02%-2,146Timeline
FLLAFRANKLIN 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: 9,848 shares; 2025Q3: 38,303 shares; 2025Q4: 36,183 shares 36,183$872K0.02%-2,120Timeline
FITBFIFTH THIRD BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,190 shares; 2024Q4: 14,935 shares; 2025Q1: 15,254 shares; 2025Q2: 16,138 shares; 2025Q3: 18,011 shares; 2025Q4: 18,291 shares 18,291$856K0.02%+280Timeline
CNQCANADIAN NAT RES LTD MED TERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,306 shares; 2025Q1: 10,261 shares; 2025Q2: 13,310 shares; 2025Q3: 17,232 shares; 2025Q4: 25,184 shares 25,184$852K0.02%+7,952Timeline
CBRECBRE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,643 shares; 2024Q4: 2,217 shares; 2025Q1: 2,157 shares; 2025Q2: 2,409 shares; 2025Q3: 4,822 shares; 2025Q4: 5,299 shares 5,299$852K0.02%+477Timeline
VTRVENTAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,206 shares; 2024Q4: 9,521 shares; 2025Q1: 9,391 shares; 2025Q2: 9,819 shares; 2025Q3: 10,219 shares; 2025Q4: 10,952 shares 10,952$847K0.02%+733Timeline
GOVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,341 shares; 2024Q4: 403,687 shares; 2025Q1: 10,465 shares; 2025Q2: 9,551 shares; 2025Q3: 19,099 shares; 2025Q4: 36,678 shares 36,678$845K0.02%+17,579Timeline
FNDESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,966 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,788 shares; 2025Q4: 23,415 shares 23,415$844K0.02%+17,627Timeline
PEGPUBLIC SVC ENTERPRISE GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,777 shares; 2024Q4: 10,022 shares; 2025Q1: 10,595 shares; 2025Q2: 10,215 shares; 2025Q3: 10,966 shares; 2025Q4: 10,513 shares 10,513$844K0.02%-453Timeline
CRDOCREDO TECHNOLOGY GROUP HOLDIQuarterly 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: 3,033 shares; 2025Q3: 5,012 shares; 2025Q4: 5,864 shares 5,864$844K0.02%+852Timeline
RWOSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,477 shares; 2025Q1: 14,613 shares; 2025Q2: 16,396 shares; 2025Q3: 17,937 shares; 2025Q4: 18,732 shares 18,732$843K0.02%+795Timeline
LBLANDBRIDGE COMPANY LLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,093 shares; 2025Q1: 6,399 shares; 2025Q2: 10,967 shares; 2025Q3: 16,656 shares; 2025Q4: 17,112 shares 17,112$838K0.02%+456Timeline
ALLEALLEGION PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,644 shares; 2025Q1: 1,535 shares; 2025Q2: 1,533 shares; 2025Q3: 1,804 shares; 2025Q4: 5,264 shares 5,264$838K0.02%+3,460Timeline
FLRFLUOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,110 shares; 2024Q4: 12,849 shares; 2025Q1: 12,073 shares; 2025Q2: 11,690 shares; 2025Q3: 18,022 shares; 2025Q4: 21,052 shares 21,052$834K0.02%+3,030Timeline
SLFSUN LIFE FINANCIAL INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,382 shares; 2024Q4: 14,418 shares; 2025Q1: 14,362 shares; 2025Q2: 12,955 shares; 2025Q3: 12,958 shares; 2025Q4: 13,280 shares 13,280$829K0.02%+322Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,047 shares; 2024Q4: 67,732 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,157 shares 4,157$826K0.02%newTimeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 129,011 shares; 2025Q1: not reported; 2025Q2: 3,999 shares; 2025Q3: 3,816 shares; 2025Q4: 6,594 shares 6,594$813K0.02%+2,778Timeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,103 shares; 2024Q4: 3,074 shares; 2025Q1: 2,830 shares; 2025Q2: 3,921 shares; 2025Q3: 5,112 shares; 2025Q4: 5,712 shares 5,712$813K0.02%+600Timeline
PPLPPL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,557 shares; 2024Q4: 36,324 shares; 2025Q1: 35,900 shares; 2025Q2: 31,397 shares; 2025Q3: 22,802 shares; 2025Q4: 23,150 shares 23,150$811K0.02%+348Timeline
GBTCGRAYSCALE BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,512 shares; 2024Q4: 17,866 shares; 2025Q1: 17,662 shares; 2025Q2: 17,462 shares; 2025Q3: 14,087 shares; 2025Q4: 11,851 shares 11,851$810K0.02%-2,236Timeline
OCFCOCEANFIRST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,000 shares; 2024Q4: 45,000 shares; 2025Q1: 45,041 shares; 2025Q2: 45,000 shares; 2025Q3: 45,000 shares; 2025Q4: 45,000 shares 45,000$808K0.02%0Timeline
EXPEEXPEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,873 shares; 2024Q4: 2,370 shares; 2025Q1: 2,806 shares; 2025Q2: 2,831 shares; 2025Q3: 2,656 shares; 2025Q4: 2,845 shares 2,845$806K0.02%+189Timeline
MEDPMEDPACE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 941 shares; 2024Q4: 1,011 shares; 2025Q1: 1,000 shares; 2025Q2: 1,010 shares; 2025Q3: 1,044 shares; 2025Q4: 1,434 shares 1,434$805K0.02%+390Timeline
XELXCEL ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,988 shares; 2024Q4: 9,684 shares; 2025Q1: 10,622 shares; 2025Q2: 10,863 shares; 2025Q3: 11,292 shares; 2025Q4: 10,793 shares 10,793$797K0.02%-499Timeline
INDIVIOR PLCINDIVIOR 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: not reported; 2025Q4: 22,034 shares 22,034$791K0.02%new
SRESEMPRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,441 shares; 2024Q4: 21,149 shares; 2025Q1: 23,309 shares; 2025Q2: 8,732 shares; 2025Q3: 8,682 shares; 2025Q4: 8,953 shares 8,953$790K0.02%+271Timeline
VOOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,320 shares; 2025Q1: 1,759 shares; 2025Q2: 1,770 shares; 2025Q3: 1,770 shares; 2025Q4: 1,778 shares 1,778$790K0.02%+8Timeline
BWABORGWARNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,878 shares; 2024Q4: 18,933 shares; 2025Q1: 16,040 shares; 2025Q2: 18,493 shares; 2025Q3: 14,991 shares; 2025Q4: 17,512 shares 17,512$789K0.02%+2,521Timeline
PHMPULTE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,133 shares; 2024Q4: 9,868 shares; 2025Q1: 9,012 shares; 2025Q2: 6,414 shares; 2025Q3: 6,624 shares; 2025Q4: 6,611 shares 6,611$775K0.02%-13Timeline
OMFLINVESCO 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: 986,596 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,665 shares 12,665$774K0.02%newTimeline
VRSKVERISK ANALYTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,098 shares; 2024Q4: 12,415 shares; 2025Q1: 12,599 shares; 2025Q2: 12,619 shares; 2025Q3: 4,597 shares; 2025Q4: 3,437 shares 3,437$769K0.02%-1,160Timeline
WPCWP CAREY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,956 shares; 2024Q4: 10,337 shares; 2025Q1: 10,301 shares; 2025Q2: 10,285 shares; 2025Q3: 14,102 shares; 2025Q4: 11,926 shares 11,926$768K0.02%-2,176Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,713 shares; 2024Q4: 77,554 shares; 2025Q1: not reported; 2025Q2: 4,012 shares; 2025Q3: 3,865 shares; 2025Q4: 4,903 shares 4,903$761K0.02%+1,038Timeline
WBDWARNER BROS DISCOVERY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,878 shares; 2024Q4: 18,302 shares; 2025Q1: 19,153 shares; 2025Q2: 17,549 shares; 2025Q3: 21,319 shares; 2025Q4: 26,354 shares 26,354$760K0.02%+5,035Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,736 shares; 2024Q4: 7,211 shares; 2025Q1: 7,501 shares; 2025Q2: 7,187 shares; 2025Q3: 7,308 shares; 2025Q4: 6,000 shares 6,000$755K0.02%-1,308Timeline
FRTFEDERAL RLTY INVT TR NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,147 shares; 2024Q4: 6,585 shares; 2025Q1: 5,910 shares; 2025Q2: 6,173 shares; 2025Q3: 6,154 shares; 2025Q4: 7,483 shares 7,483$754K0.02%+1,329Timeline
GSKGSK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,086 shares; 2024Q4: 17,050 shares; 2025Q1: 16,240 shares; 2025Q2: 13,497 shares; 2025Q3: 13,060 shares; 2025Q4: 15,355 shares 15,355$753K0.02%+2,295Timeline
XLGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 777,780 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,640 shares; 2025Q4: 12,647 shares 12,647$750K0.02%+9,007Timeline
SCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,939 shares; 2025Q1: 7,204 shares; 2025Q2: 10,927 shares; 2025Q3: 9,404 shares; 2025Q4: 9,624 shares 9,624$746K0.02%+220Timeline
DGXQUEST DIAGNOSTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,111 shares; 2024Q4: 4,414 shares; 2025Q1: 4,495 shares; 2025Q2: 4,173 shares; 2025Q3: 4,232 shares; 2025Q4: 4,298 shares 4,298$746K0.02%+66Timeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,620 shares; 2024Q4: 9,842 shares; 2025Q1: 9,787 shares; 2025Q2: 8,374 shares; 2025Q3: 8,186 shares; 2025Q4: 6,594 shares 6,594$740K0.02%-1,592Timeline
CORCENCORA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,007 shares; 2024Q4: 1,659 shares; 2025Q1: 1,817 shares; 2025Q2: 1,857 shares; 2025Q3: 2,091 shares; 2025Q4: 2,184 shares 2,184$738K0.02%+93Timeline
ARQTARCUTIS BIOTHERAPEUTICS 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: 11,312 shares; 2025Q3: 20,234 shares; 2025Q4: 25,303 shares 25,303$735K0.02%+5,069Timeline
FANGDIAMONDBACK ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,455 shares; 2024Q4: 2,817 shares; 2025Q1: 2,550 shares; 2025Q2: 3,423 shares; 2025Q3: 3,726 shares; 2025Q4: 4,883 shares 4,883$734K0.02%+1,157Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,343 shares; 2024Q4: 24,342 shares; 2025Q1: 5,718 shares; 2025Q2: 6,018 shares; 2025Q3: 6,018 shares; 2025Q4: 6,018 shares 6,018$733K0.02%0Timeline
LNGCHENIERE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,488 shares; 2024Q4: 1,914 shares; 2025Q1: 2,560 shares; 2025Q2: 3,057 shares; 2025Q3: 3,269 shares; 2025Q4: 3,769 shares 3,769$733K0.02%+500Timeline
ULUNILEVER 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: not reported; 2025Q4: 11,196 shares 11,196$732K0.02%newTimeline
XYLXYLEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,628 shares; 2024Q4: 5,199 shares; 2025Q1: 5,243 shares; 2025Q2: 5,020 shares; 2025Q3: 5,277 shares; 2025Q4: 5,282 shares 5,282$719K0.02%+5Timeline
OMDAOMADA HEALTH 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: 45,426 shares 45,426$717K0.02%newTimeline
CHECHEMED CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,254 shares; 2024Q4: 2,279 shares; 2025Q1: 2,293 shares; 2025Q2: 1,581 shares; 2025Q3: 1,681 shares; 2025Q4: 1,673 shares 1,673$716K0.02%-8Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 178,791 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,307 shares; 2025Q4: 7,407 shares 7,407$713K0.02%-900Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,286 shares; 2024Q4: 18,867 shares; 2025Q1: 2,997 shares; 2025Q2: 3,085 shares; 2025Q3: 3,381 shares; 2025Q4: 3,381 shares 3,381$711K0.02%0Timeline
XSMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,776 shares; 2025Q1: 3,714 shares; 2025Q2: 8,496 shares; 2025Q3: 10,112 shares; 2025Q4: 9,871 shares 9,871$711K0.02%-241Timeline
RPHSTWO RDS SHARED TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70,785 shares; 2025Q1: 73,495 shares; 2025Q2: 70,154 shares; 2025Q3: 70,154 shares; 2025Q4: 69,605 shares 69,605$709K0.02%-549Timeline
IQLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,962 shares; 2024Q4: 359,350 shares; 2025Q1: 18,662 shares; 2025Q2: 17,256 shares; 2025Q3: 17,062 shares; 2025Q4: 15,562 shares 15,562$707K0.02%-1,500Timeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,112 shares; 2024Q4: 4,635 shares; 2025Q1: 4,881 shares; 2025Q2: 4,909 shares; 2025Q3: 4,776 shares; 2025Q4: 3,810 shares 3,810$707K0.02%-966Timeline
PAYPAYMENTUS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,788 shares; 2025Q1: 19,317 shares; 2025Q2: 13,340 shares; 2025Q3: 19,862 shares; 2025Q4: 22,311 shares 22,311$705K0.02%+2,449Timeline
GRBKGREEN BRICK PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,079 shares; 2025Q3: 12,140 shares; 2025Q4: 11,245 shares 11,245$705K0.02%-895Timeline
LRNSTRIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,252 shares; 2025Q2: 10,509 shares; 2025Q3: 11,232 shares; 2025Q4: 10,817 shares 10,817$702K0.02%-415Timeline
ESEVERSOURCE ENERGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,970 shares; 2024Q4: 4,121 shares; 2025Q1: 10,904 shares; 2025Q2: 10,968 shares; 2025Q3: 10,719 shares; 2025Q4: 10,366 shares 10,366$698K0.02%-353Timeline
CHRWC H ROBINSON WORLDWIDE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,416 shares; 2024Q4: 5,596 shares; 2025Q1: 4,914 shares; 2025Q2: 5,131 shares; 2025Q3: 5,302 shares; 2025Q4: 4,335 shares 4,335$697K0.02%-967Timeline
OKTAOKTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,886 shares; 2024Q4: 5,576 shares; 2025Q1: 5,288 shares; 2025Q2: 5,268 shares; 2025Q3: 6,662 shares; 2025Q4: 7,913 shares 7,913$684K0.02%+1,251Timeline
BNBROOKFIELD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,581 shares; 2024Q4: 9,856 shares; 2025Q1: 9,608 shares; 2025Q2: 8,846 shares; 2025Q3: 7,724 shares; 2025Q4: 14,892 shares 14,892$683K0.02%+7,168Timeline
HRLHORMEL FOODS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,946 shares; 2024Q4: 37,998 shares; 2025Q1: 34,804 shares; 2025Q2: 33,446 shares; 2025Q3: 34,633 shares; 2025Q4: 28,824 shares 28,824$683K0.02%-5,809Timeline
IRINGERSOLL RAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,154 shares; 2024Q4: 9,518 shares; 2025Q1: 8,718 shares; 2025Q2: 8,803 shares; 2025Q3: 8,799 shares; 2025Q4: 8,601 shares 8,601$681K0.02%-198Timeline
LNTALLIANT ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,137 shares; 2024Q4: 11,020 shares; 2025Q1: 10,633 shares; 2025Q2: 9,540 shares; 2025Q3: 10,001 shares; 2025Q4: 10,443 shares 10,443$679K0.02%+442Timeline
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: 7,554 shares; 2025Q1: 6,134 shares; 2025Q2: 5,627 shares; 2025Q3: not reported; 2025Q4: 17,469 shares 17,469$677K0.02%newTimeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,310 shares; 2024Q4: 82,920 shares; 2025Q1: 2,299 shares; 2025Q2: 2,219 shares; 2025Q3: 2,308 shares; 2025Q4: 2,310 shares 2,310$670K0.02%+2Timeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,862 shares; 2024Q4: 10,307 shares; 2025Q1: 10,705 shares; 2025Q2: 10,620 shares; 2025Q3: 10,749 shares; 2025Q4: 9,937 shares 9,937$666K0.02%-812Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 130,054 shares; 2025Q1: not reported; 2025Q2: 3,592 shares; 2025Q3: 5,403 shares; 2025Q4: 14,821 shares 14,821$663K0.02%+9,418Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,408 shares; 2025Q1: not reported; 2025Q2: 2,704 shares; 2025Q3: 4,446 shares; 2025Q4: 4,446 shares 4,446$662K0.02%0Timeline
IBBQINVESCO 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: not reported; 2025Q3: not reported; 2025Q4: 22,993 shares 22,993$653K0.02%newTimeline
PNRPENTAIR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,525 shares; 2024Q4: 7,628 shares; 2025Q1: 6,644 shares; 2025Q2: 6,992 shares; 2025Q3: 6,455 shares; 2025Q4: 6,225 shares 6,225$648K0.02%-230Timeline
IGIBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57,536 shares; 2025Q1: 15,712 shares; 2025Q2: 11,212 shares; 2025Q3: 12,051 shares; 2025Q4: 11,995 shares 11,995$646K0.02%-56Timeline
TFPMTRIPLE FLAG PRECIOUS METALQuarterly 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: 19,314 shares 19,314$642K0.02%newTimeline
VMBSVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,448 shares; 2025Q1: 16,226 shares; 2025Q2: 11,259 shares; 2025Q3: 12,320 shares; 2025Q4: 13,564 shares 13,564$639K0.02%+1,244Timeline
SONYSONY GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,785 shares; 2025Q1: 12,071 shares; 2025Q2: 14,469 shares; 2025Q3: 17,675 shares; 2025Q4: 24,904 shares 24,904$638K0.02%+7,229Timeline
MKCMCCORMICK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,026 shares; 2024Q4: 13,709 shares; 2025Q1: 10,834 shares; 2025Q2: 10,464 shares; 2025Q3: 9,526 shares; 2025Q4: 9,360 shares 9,360$638K0.02%-166Timeline
SCHRSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,956 shares; 2025Q1: 34,825 shares; 2025Q2: 29,242 shares; 2025Q3: 28,092 shares; 2025Q4: 25,357 shares 25,357$636K0.02%-2,735Timeline
SMBCSOUTHERN MO BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,855 shares; 2024Q4: 11,856 shares; 2025Q1: 11,855 shares; 2025Q2: 11,855 shares; 2025Q3: 11,500 shares; 2025Q4: 10,700 shares 10,700$633K0.02%-800Timeline
FNDFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,343 shares; 2025Q1: 6,952 shares; 2025Q2: 6,724 shares; 2025Q3: 5,903 shares; 2025Q4: 13,932 shares 13,932$630K0.02%+8,029Timeline
FOXAFOX 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: 3,337 shares; 2025Q4: 8,543 shares 8,543$624K0.02%+5,206Timeline
RFREGIONS FINANCIAL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,381 shares; 2024Q4: 46,810 shares; 2025Q1: 49,973 shares; 2025Q2: 50,016 shares; 2025Q3: 24,140 shares; 2025Q4: 23,009 shares 23,009$624K0.02%-1,131Timeline
WSTWEST PHARMACEUTICAL SVSC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,081 shares; 2024Q4: 2,678 shares; 2025Q1: 2,397 shares; 2025Q2: 2,493 shares; 2025Q3: 2,503 shares; 2025Q4: 2,223 shares 2,223$612K0.01%-280Timeline
MDYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,010 shares; 2024Q4: 17,120 shares; 2025Q1: 4,139 shares; 2025Q2: 5,567 shares; 2025Q3: 5,730 shares; 2025Q4: 6,596 shares 6,596$610K0.01%+866Timeline
DKNGDRAFTKINGS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,188 shares; 2024Q4: 19,195 shares; 2025Q1: 19,869 shares; 2025Q2: 21,404 shares; 2025Q3: 21,246 shares; 2025Q4: 17,690 shares 17,690$610K0.01%-3,556Timeline
WDCWESTERN DIGITAL 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: 3,185 shares; 2025Q4: 3,536 shares 3,536$609K0.01%+351Timeline
VCRVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 810 shares; 2025Q1: not reported; 2025Q2: 1,300 shares; 2025Q3: 1,414 shares; 2025Q4: 1,546 shares 1,546$609K0.01%+132Timeline
VMCVULCAN MATLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,464 shares; 2024Q4: 1,976 shares; 2025Q1: 1,997 shares; 2025Q2: 2,100 shares; 2025Q3: 2,124 shares; 2025Q4: 2,123 shares 2,123$606K0.01%-1Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,448 shares; 2025Q1: 1,198 shares; 2025Q2: 1,652 shares; 2025Q3: 1,951 shares; 2025Q4: 2,457 shares 2,457$605K0.01%+506Timeline
SWKSTANLEY BLACK & DECKER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,296 shares; 2024Q4: 9,259 shares; 2025Q1: 8,141 shares; 2025Q2: 8,581 shares; 2025Q3: 8,197 shares; 2025Q4: 8,140 shares 8,140$605K0.01%-57Timeline
AOSSMITH A O CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,391 shares; 2024Q4: 9,353 shares; 2025Q1: 8,513 shares; 2025Q2: 8,443 shares; 2025Q3: 9,202 shares; 2025Q4: 8,951 shares 8,951$599K0.01%-251Timeline
PHYSSPROTT ASSET MANAGEMENT LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,388 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,630 shares; 2025Q4: 18,130 shares 18,130$599K0.01%-500Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,424 shares; 2024Q4: 5,611 shares; 2025Q1: 5,358 shares; 2025Q2: 5,410 shares; 2025Q3: 5,422 shares; 2025Q4: 4,744 shares 4,744$597K0.01%-678Timeline
ROSTROSS STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,195 shares; 2024Q4: 5,416 shares; 2025Q1: 5,505 shares; 2025Q2: 3,235 shares; 2025Q3: 3,254 shares; 2025Q4: 3,309 shares 3,309$596K0.01%+55Timeline
NDSNNORDSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,303 shares; 2024Q4: 2,899 shares; 2025Q1: 2,903 shares; 2025Q2: 2,785 shares; 2025Q3: 2,681 shares; 2025Q4: 2,453 shares 2,453$590K0.01%-228Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,393 shares; 2024Q4: 11,639 shares; 2025Q1: 8,229 shares; 2025Q2: 12,129 shares; 2025Q3: 13,378 shares; 2025Q4: 15,060 shares 15,060$590K0.01%+1,682Timeline
SLYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,526 shares; 2024Q4: 25,432 shares; 2025Q1: 4,640 shares; 2025Q2: 6,039 shares; 2025Q3: 6,245 shares; 2025Q4: 6,254 shares 6,254$589K0.01%+9Timeline
XYZBLOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,601 shares; 2024Q4: 14,860 shares; 2025Q1: 13,919 shares; 2025Q2: 11,508 shares; 2025Q3: 11,201 shares; 2025Q4: 8,995 shares 8,995$585K0.01%-2,206Timeline
UNFIUNITED NAT FOODS 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: 10,832 shares; 2025Q4: 17,153 shares 17,153$578K0.01%+6,321Timeline
DVNDEVON ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,490 shares; 2024Q4: 26,400 shares; 2025Q1: 21,874 shares; 2025Q2: 16,880 shares; 2025Q3: 15,977 shares; 2025Q4: 15,688 shares 15,688$575K0.01%-289Timeline
PCARPACCAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,161 shares; 2024Q4: 6,586 shares; 2025Q1: 4,583 shares; 2025Q2: 4,436 shares; 2025Q3: 5,205 shares; 2025Q4: 5,243 shares 5,243$574K0.01%+38Timeline
XYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 138,498 shares; 2025Q1: 8,873 shares; 2025Q2: 9,222 shares; 2025Q3: 14,361 shares; 2025Q4: 14,070 shares 14,070$572K0.01%-291Timeline
CCJCAMECO 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: 3,006 shares; 2025Q3: 5,420 shares; 2025Q4: 6,243 shares 6,243$571K0.01%+823Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,326 shares; 2025Q1: 2,330 shares; 2025Q2: 2,532 shares; 2025Q3: 2,648 shares; 2025Q4: 2,520 shares 2,520$571K0.01%-128Timeline
AYIACUITY 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: 1,573 shares 1,573$566K0.01%newTimeline
REGNREGENERON PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 478 shares; 2025Q1: 950 shares; 2025Q2: 834 shares; 2025Q3: 776 shares; 2025Q4: 732 shares 732$565K0.01%-44Timeline
BENFRANKLIN TEMPLETON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,462 shares; 2024Q4: 44,922 shares; 2025Q1: 39,869 shares; 2025Q2: 37,827 shares; 2025Q3: 22,011 shares; 2025Q4: 23,518 shares 23,518$562K0.01%+1,507Timeline
MKLMARKEL 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: 153 shares; 2025Q2: 158 shares; 2025Q3: 267 shares; 2025Q4: 261 shares 261$562K0.01%-6Timeline
DXJWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,008 shares; 2025Q1: 3,682 shares; 2025Q2: 9,144 shares; 2025Q3: 4,317 shares; 2025Q4: 3,870 shares 3,870$558K0.01%-447Timeline
AMLPALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,958 shares; 2024Q4: 126,955 shares; 2025Q1: 11,965 shares; 2025Q2: 11,736 shares; 2025Q3: 11,837 shares; 2025Q4: 11,851 shares 11,851$557K0.01%+14Timeline
DKLDELEK LOGISTICS PARTNERS LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,830 shares; 2025Q2: 7,496 shares; 2025Q3: 5,679 shares; 2025Q4: 12,453 shares 12,453$556K0.01%+6,774Timeline
UALUNITED AIRLS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,881 shares; 2024Q4: 28,149 shares; 2025Q1: 48,320 shares; 2025Q2: 29,861 shares; 2025Q3: 14,434 shares; 2025Q4: 4,933 shares 4,933$552K0.01%-9,501Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,605 shares; 2025Q1: not reported; 2025Q2: 2,579 shares; 2025Q3: 2,500 shares; 2025Q4: 2,592 shares 2,592$550K0.01%+92Timeline
RDDTREDDIT 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: 1,338 shares; 2025Q3: 1,936 shares; 2025Q4: 2,384 shares 2,384$548K0.01%+448Timeline
CERYSPDR 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: 12,033 shares; 2025Q2: 13,725 shares; 2025Q3: 14,896 shares; 2025Q4: 19,183 shares 19,183$548K0.01%+4,287Timeline
HUMHUMANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,141 shares; 2024Q4: 2,338 shares; 2025Q1: 2,234 shares; 2025Q2: 2,051 shares; 2025Q3: 2,546 shares; 2025Q4: 2,127 shares 2,127$545K0.01%-419Timeline
CAMTCAMTEK 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: 4,882 shares; 2025Q3: 5,179 shares; 2025Q4: 5,119 shares 5,119$544K0.01%-60Timeline
TOLTOLL BROTHERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,225 shares; 2024Q4: 2,450 shares; 2025Q1: 2,295 shares; 2025Q2: 3,144 shares; 2025Q3: 3,249 shares; 2025Q4: 4,024 shares 4,024$544K0.01%+775Timeline
HAPNHAPPEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,369 shares; 2025Q3: 22,234 shares; 2025Q4: 28,551 shares 28,551$541K0.01%+6,317Timeline
ITTITT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,223 shares; 2024Q4: 2,684 shares; 2025Q1: 2,565 shares; 2025Q2: 2,633 shares; 2025Q3: 2,673 shares; 2025Q4: 3,095 shares 3,095$537K0.01%+422Timeline
ABSIABSCI CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68,714 shares; 2025Q2: 113,855 shares; 2025Q3: 153,856 shares; 2025Q4: 153,856 shares 153,856$537K0.01%0Timeline
FUTYFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,279 shares; 2025Q3: 13,340 shares; 2025Q4: 9,717 shares 9,717$537K0.01%-3,623Timeline
GRMNGARMIN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,818 shares; 2024Q4: 2,246 shares; 2025Q1: 21,478 shares; 2025Q2: 21,434 shares; 2025Q3: 20,654 shares; 2025Q4: 2,636 shares 2,636$535K0.01%-18,018Timeline
POWLPOWELL INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,621 shares; 2024Q4: 20,042 shares; 2025Q1: 21,997 shares; 2025Q2: not reported; 2025Q3: 1,492 shares; 2025Q4: 1,673 shares 1,673$533K0.01%+181Timeline
QGROAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 277,267 shares; 2025Q1: not reported; 2025Q2: 4,838 shares; 2025Q3: 4,655 shares; 2025Q4: 4,655 shares 4,655$533K0.01%0Timeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,829 shares; 2024Q4: 7,608 shares; 2025Q1: 6,474 shares; 2025Q2: 5,149 shares; 2025Q3: 4,540 shares; 2025Q4: 3,879 shares 3,879$527K0.01%-661Timeline
IONQIONQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,313 shares; 2025Q1: 14,960 shares; 2025Q2: 12,665 shares; 2025Q3: 20,350 shares; 2025Q4: 11,747 shares 11,747$527K0.01%-8,603Timeline
PECOPHILLIPS EDISON & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,303 shares; 2024Q4: 10,367 shares; 2025Q1: 11,973 shares; 2025Q2: 13,280 shares; 2025Q3: 13,321 shares; 2025Q4: 14,763 shares 14,763$525K0.01%+1,442Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 865 shares; 2024Q4: 1,378 shares; 2025Q1: 1,400 shares; 2025Q2: 1,414 shares; 2025Q3: 1,478 shares; 2025Q4: 1,488 shares 1,488$525K0.01%+10Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 93,792 shares; 2025Q1: 4,050 shares; 2025Q2: 4,560 shares; 2025Q3: 4,467 shares; 2025Q4: 4,753 shares 4,753$524K0.01%+286Timeline
MPWRMONOLITHIC PWR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236 shares; 2024Q4: 546 shares; 2025Q1: 558 shares; 2025Q2: 553 shares; 2025Q3: 570 shares; 2025Q4: 576 shares 576$522K0.01%+6Timeline
RGTIRIGETTI COMPUTING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,818 shares; 2025Q2: 21,418 shares; 2025Q3: 21,048 shares; 2025Q4: 23,407 shares 23,407$518K0.01%+2,359Timeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,155 shares; 2024Q4: 1,729 shares; 2025Q1: 1,801 shares; 2025Q2: 1,664 shares; 2025Q3: 1,874 shares; 2025Q4: 2,284 shares 2,284$515K0.01%+410Timeline
FDSFACTSET RESH SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 439 shares; 2025Q1: 1,290 shares; 2025Q2: 1,356 shares; 2025Q3: 1,282 shares; 2025Q4: 1,774 shares 1,774$515K0.01%+492Timeline
SLBSLB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,312 shares; 2024Q4: 13,468 shares; 2025Q1: 17,724 shares; 2025Q2: 16,598 shares; 2025Q3: 13,155 shares; 2025Q4: 13,402 shares 13,402$514K0.01%+247Timeline
TSCOTRACTOR SUPPLY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,230 shares; 2024Q4: 17,054 shares; 2025Q1: 16,532 shares; 2025Q2: 12,576 shares; 2025Q3: 11,095 shares; 2025Q4: 10,213 shares 10,213$511K0.01%-882Timeline
EQNREQUINOR ASAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,691 shares; 2024Q4: 19,955 shares; 2025Q1: 20,055 shares; 2025Q2: 20,690 shares; 2025Q3: 20,767 shares; 2025Q4: 21,468 shares 21,468$507K0.01%+701Timeline
CCKCROWN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,300 shares; 2024Q4: 5,819 shares; 2025Q1: 5,702 shares; 2025Q2: 5,327 shares; 2025Q3: 5,049 shares; 2025Q4: 4,926 shares 4,926$507K0.01%-123Timeline
JOEST JOE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,638 shares; 2025Q1: 9,320 shares; 2025Q2: 8,878 shares; 2025Q3: 8,862 shares; 2025Q4: 8,531 shares 8,531$506K0.01%-331Timeline
CWCURTISS WRIGHT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 822 shares; 2024Q4: 934 shares; 2025Q1: 911 shares; 2025Q2: 895 shares; 2025Q3: 909 shares; 2025Q4: 912 shares 912$503K0.01%+3Timeline
LYGLLOYDS BANKING GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,629 shares; 2024Q4: 75,049 shares; 2025Q1: 71,964 shares; 2025Q2: 77,248 shares; 2025Q3: 81,175 shares; 2025Q4: 94,660 shares 94,660$502K0.01%+13,485Timeline
WWAYFAIR 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: 4,387 shares; 2025Q4: 4,993 shares 4,993$501K0.01%+606Timeline
STRLSTERLING INFRASTRUCTURE 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: 1,323 shares; 2025Q4: 1,636 shares 1,636$501K0.01%+313Timeline
ADFITWO RDS SHARED TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,121 shares; 2025Q1: 60,830 shares; 2025Q2: 58,723 shares; 2025Q3: 58,370 shares; 2025Q4: 58,370 shares 58,370$501K0.01%0Timeline
MDYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,565 shares; 2024Q4: 47,936 shares; 2025Q1: 4,795 shares; 2025Q2: 5,800 shares; 2025Q3: 5,738 shares; 2025Q4: 5,893 shares 5,893$499K0.01%+155Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 201,156 shares; 2025Q1: not reported; 2025Q2: 4,198 shares; 2025Q3: 4,384 shares; 2025Q4: 5,274 shares 5,274$497K0.01%+890Timeline
RLRALPH LAUREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,670 shares; 2025Q3: 1,724 shares; 2025Q4: 1,394 shares 1,394$493K0.01%-330Timeline
MGEEMGE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,253 shares; 2024Q4: 6,256 shares; 2025Q1: 6,293 shares; 2025Q2: 6,280 shares; 2025Q3: 6,267 shares; 2025Q4: 6,271 shares 6,271$492K0.01%+4Timeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,189 shares; 2024Q4: 10,919 shares; 2025Q1: 11,483 shares; 2025Q2: 11,161 shares; 2025Q3: 10,482 shares; 2025Q4: 9,301 shares 9,301$491K0.01%-1,181Timeline
TDTORONTO DOMINION BK ONTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,452 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,279 shares; 2025Q3: 3,250 shares; 2025Q4: 5,160 shares 5,160$486K0.01%+1,910Timeline
MLMMARTIN MARIETTA MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 764 shares; 2025Q1: 729 shares; 2025Q2: 765 shares; 2025Q3: 816 shares; 2025Q4: 779 shares 779$485K0.01%-37Timeline
SJMSMUCKER J M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,104 shares; 2024Q4: 5,841 shares; 2025Q1: 5,499 shares; 2025Q2: 4,953 shares; 2025Q3: 5,200 shares; 2025Q4: 4,922 shares 4,922$481K0.01%-278Timeline
CCICROWN CASTLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,359 shares; 2025Q1: 5,887 shares; 2025Q2: 8,879 shares; 2025Q3: 18,665 shares; 2025Q4: 5,404 shares 5,404$480K0.01%-13,261Timeline
BF-BBROWN FORMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,575 shares; 2024Q4: 15,511 shares; 2025Q1: 16,974 shares; 2025Q2: 15,705 shares; 2025Q3: 19,071 shares; 2025Q4: 18,354 shares 18,354$478K0.01%-717Timeline
EZPWEZCORP 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: 18,700 shares; 2025Q4: 24,562 shares 24,562$477K0.01%+5,862Timeline
DLTRDOLLAR TREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,807 shares; 2024Q4: 3,586 shares; 2025Q1: 3,479 shares; 2025Q2: 3,387 shares; 2025Q3: 3,705 shares; 2025Q4: 3,867 shares 3,867$476K0.01%+162Timeline
HBANHUNTINGTON BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,427 shares; 2024Q4: 86,864 shares; 2025Q1: 93,665 shares; 2025Q2: 28,355 shares; 2025Q3: 26,554 shares; 2025Q4: 27,377 shares 27,377$475K0.01%+823Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,373 shares; 2025Q1: 2,745 shares; 2025Q2: 2,726 shares; 2025Q3: 3,461 shares; 2025Q4: 3,461 shares 3,461$474K0.01%0Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,604 shares; 2024Q4: 2,579 shares; 2025Q1: 2,440 shares; 2025Q2: 2,463 shares; 2025Q3: 2,417 shares; 2025Q4: 2,204 shares 2,204$473K0.01%-213Timeline
QVALEA 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: 9,550 shares; 2025Q4: 9,550 shares 9,550$466K0.01%0Timeline
XLSRSSGA ACTIVE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,442 shares 7,442$464K0.01%newTimeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,524 shares; 2025Q1: not reported; 2025Q2: 2,590 shares; 2025Q3: 2,804 shares; 2025Q4: 4,048 shares 4,048$461K0.01%+1,244Timeline
STRKSTRATEGY 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: 1,879 shares; 2025Q3: 5,537 shares; 2025Q4: 5,840 shares 5,840$460K0.01%+303Timeline
AMEAMETEK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,387 shares; 2025Q1: 2,434 shares; 2025Q2: 2,454 shares; 2025Q3: 2,115 shares; 2025Q4: 2,227 shares 2,227$457K0.01%+112Timeline
STXSSTEREOTAXIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,570 shares; 2024Q4: 185,795 shares; 2025Q1: 191,695 shares; 2025Q2: 188,695 shares; 2025Q3: 190,740 shares; 2025Q4: 198,385 shares 198,385$456K0.01%+7,645Timeline
SKYWSKYWEST 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: 3,270 shares; 2025Q4: 4,527 shares 4,527$455K0.01%+1,257Timeline
OKLOOKLO 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: 9,514 shares; 2025Q3: 9,188 shares; 2025Q4: 6,325 shares 6,325$454K0.01%-2,863Timeline
FNDXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,452 shares; 2025Q1: 9,881 shares; 2025Q2: 10,738 shares; 2025Q3: 16,403 shares; 2025Q4: 16,678 shares 16,678$454K0.01%+275Timeline
FBNCFIRST BANCORP N CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,617 shares; 2024Q4: 9,128 shares; 2025Q1: 8,980 shares; 2025Q2: 8,988 shares; 2025Q3: 9,065 shares; 2025Q4: 8,887 shares 8,887$451K0.01%-178Timeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 124,997 shares; 2025Q1: not reported; 2025Q2: 2,040 shares; 2025Q3: 2,883 shares; 2025Q4: 3,820 shares 3,820$450K0.01%+937Timeline
RKLBROCKET LAB 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: 6,110 shares; 2025Q3: 6,478 shares; 2025Q4: 6,414 shares 6,414$447K0.01%-64Timeline
KHCKRAFT HEINZ COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,807 shares; 2024Q4: 39,839 shares; 2025Q1: 41,552 shares; 2025Q2: 40,435 shares; 2025Q3: 20,168 shares; 2025Q4: 18,419 shares 18,419$447K0.01%-1,749Timeline
PWBINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,410 shares; 2025Q1: not reported; 2025Q2: 3,512 shares; 2025Q3: 3,512 shares; 2025Q4: 3,512 shares 3,512$446K0.01%0Timeline
FBINFORTUNE BRANDS INNOVATIONS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,578 shares; 2024Q4: 4,494 shares; 2025Q1: 5,159 shares; 2025Q2: 7,873 shares; 2025Q3: 8,032 shares; 2025Q4: 8,883 shares 8,883$444K0.01%+851Timeline
NDAQNASDAQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,410 shares; 2024Q4: 4,488 shares; 2025Q1: 4,578 shares; 2025Q2: 4,369 shares; 2025Q3: 4,457 shares; 2025Q4: 4,574 shares 4,574$444K0.01%+117Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 424 shares; 2024Q4: 618 shares; 2025Q1: 586 shares; 2025Q2: 620 shares; 2025Q3: 554 shares; 2025Q4: 580 shares 580$444K0.01%+26Timeline
FICOFAIR ISAAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 283 shares; 2025Q1: 281 shares; 2025Q2: 270 shares; 2025Q3: 262 shares; 2025Q4: 262 shares 262$443K0.01%0Timeline
ANGLVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,444 shares; 2024Q4: 41,905 shares; 2025Q1: 15,031 shares; 2025Q2: 15,149 shares; 2025Q3: 15,216 shares; 2025Q4: 15,041 shares 15,041$442K0.01%-175Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,270 shares; 2025Q1: 1,408 shares; 2025Q2: 2,971 shares; 2025Q3: 2,113 shares; 2025Q4: 2,433 shares 2,433$441K0.01%+320Timeline
HALHALLIBURTON COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,235 shares; 2024Q4: 10,625 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,598 shares 15,598$441K0.01%newTimeline
DRIDARDEN RESTAURANTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,099 shares; 2024Q4: 2,538 shares; 2025Q1: 2,457 shares; 2025Q2: 2,474 shares; 2025Q3: 2,478 shares; 2025Q4: 2,376 shares 2,376$437K0.01%-102Timeline
KGCKINROSS GOLD 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: 10,051 shares; 2025Q4: 15,438 shares 15,438$435K0.01%+5,387Timeline
ESSESSEX PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,925 shares; 2024Q4: 1,889 shares; 2025Q1: 1,606 shares; 2025Q2: 1,542 shares; 2025Q3: 1,556 shares; 2025Q4: 1,657 shares 1,657$434K0.01%+101Timeline
DGRWWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 865,645 shares; 2025Q1: 2,973 shares; 2025Q2: 4,173 shares; 2025Q3: 4,535 shares; 2025Q4: 4,835 shares 4,835$432K0.01%+300Timeline
IVZINVESCO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,215 shares; 2025Q2: 16,177 shares; 2025Q3: 16,383 shares; 2025Q4: 16,448 shares 16,448$432K0.01%+65Timeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 10,627 shares; 2025Q1: 10,287 shares; 2025Q2: 7,352 shares; 2025Q3: 7,008 shares; 2025Q4: 6,778 shares 6,778$432K0.01%-230Timeline
MTBM & T BK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,599 shares; 2024Q4: 2,077 shares; 2025Q1: 2,029 shares; 2025Q2: 2,060 shares; 2025Q3: 2,098 shares; 2025Q4: 2,129 shares 2,129$429K0.01%+31Timeline
FISRSSGA ACTIVE 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: 16,410 shares 16,410$425K0.01%newTimeline
PODDINSULET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,141 shares; 2024Q4: 1,378 shares; 2025Q1: 1,289 shares; 2025Q2: 1,363 shares; 2025Q3: 1,435 shares; 2025Q4: 1,493 shares 1,493$424K0.01%+58Timeline
XMMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,551 shares; 2025Q1: not reported; 2025Q2: 3,062 shares; 2025Q3: 3,062 shares; 2025Q4: 3,062 shares 3,062$424K0.01%0Timeline
VICIVICI PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,510 shares; 2024Q4: 13,137 shares; 2025Q1: 13,052 shares; 2025Q2: 13,967 shares; 2025Q3: 13,533 shares; 2025Q4: 14,993 shares 14,993$422K0.01%+1,460Timeline
CBOECBOE GLOBAL MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,544 shares; 2024Q4: 1,805 shares; 2025Q1: 1,796 shares; 2025Q2: 1,769 shares; 2025Q3: 1,669 shares; 2025Q4: 1,676 shares 1,676$421K0.01%+7Timeline
BKAGBNY MELLON 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: 9,858 shares 9,858$418K0.01%newTimeline
WTRGESSENTIAL UTILS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,695 shares; 2025Q1: 10,802 shares; 2025Q2: 11,782 shares; 2025Q3: 10,969 shares; 2025Q4: 10,793 shares 10,793$414K0.01%-176Timeline
SLYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,721 shares; 2024Q4: 24,735 shares; 2025Q1: 3,912 shares; 2025Q2: 4,913 shares; 2025Q3: 4,810 shares; 2025Q4: 4,533 shares 4,533$412K0.01%-277Timeline
APOAPOLLO GLOBAL MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,932 shares; 2024Q4: 3,438 shares; 2025Q1: 3,574 shares; 2025Q2: 2,775 shares; 2025Q3: 2,867 shares; 2025Q4: 2,829 shares 2,829$410K0.01%-38Timeline
SNYSANOFI SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,498 shares; 2024Q4: not reported; 2025Q1: 4,240 shares; 2025Q2: 5,158 shares; 2025Q3: 5,094 shares; 2025Q4: 8,450 shares 8,450$409K0.01%+3,356Timeline
IBTIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,034 shares; 2025Q1: 10,923 shares; 2025Q2: 10,552 shares; 2025Q3: 17,292 shares; 2025Q4: 18,291 shares 18,291$409K0.01%+999Timeline
IBTHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 128,159 shares; 2025Q1: 10,836 shares; 2025Q2: 12,538 shares; 2025Q3: 20,626 shares; 2025Q4: 18,199 shares 18,199$409K0.01%-2,427Timeline
MSGSMADISON SQUARE GRDN SPRT CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,865 shares; 2024Q4: 1,910 shares; 2025Q1: 1,873 shares; 2025Q2: 1,719 shares; 2025Q3: 1,765 shares; 2025Q4: 1,578 shares 1,578$408K0.01%-187Timeline
BBVABANCO BILBAO VIZCAYA ARGENTAQuarterly 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: 17,491 shares 17,491$408K0.01%newTimeline
SMLFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,228 shares; 2025Q2: 5,228 shares; 2025Q3: 5,228 shares; 2025Q4: 5,438 shares 5,438$407K0.01%+210Timeline
HIIHUNTINGTON INGALLS INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 924 shares; 2025Q3: 1,271 shares; 2025Q4: 1,194 shares 1,194$406K0.01%-77Timeline
UTHRUNITED THERAPEUTICS CORP 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: 798 shares; 2025Q3: 806 shares; 2025Q4: 833 shares 833$406K0.01%+27Timeline
MURMURPHY OIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,857 shares; 2024Q4: 12,805 shares; 2025Q1: 12,733 shares; 2025Q2: 12,990 shares; 2025Q3: 13,042 shares; 2025Q4: 12,902 shares 12,902$403K0.01%-140Timeline
IBTJISHARES 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: 18,087 shares 18,087$397K0.01%newTimeline
IBKRINTERACTIVE BROKERS GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,477 shares; 2025Q1: 1,669 shares; 2025Q2: 6,709 shares; 2025Q3: 5,991 shares; 2025Q4: 6,169 shares 6,169$397K0.01%+178Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 81,788 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,523 shares 5,523$394K0.01%newTimeline
PULSPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 140,628 shares; 2025Q1: not reported; 2025Q2: 11,337 shares; 2025Q3: 12,037 shares; 2025Q4: 7,937 shares 7,937$394K0.01%-4,100Timeline
HYDBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,812 shares; 2025Q1: 5,446 shares; 2025Q2: 7,243 shares; 2025Q3: 7,355 shares; 2025Q4: 8,309 shares 8,309$393K0.01%+954Timeline
MLIMUELLER INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,793 shares; 2025Q1: 2,818 shares; 2025Q2: 2,846 shares; 2025Q3: 3,388 shares; 2025Q4: 3,390 shares 3,390$389K0.01%+2Timeline
IXNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,933 shares; 2025Q1: 7,113 shares; 2025Q2: 9,202 shares; 2025Q3: 9,202 shares; 2025Q4: 3,706 shares 3,706$389K0.01%-5,496Timeline
VTRSVIATRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,244 shares; 2024Q4: 61,589 shares; 2025Q1: 57,465 shares; 2025Q2: 31,793 shares; 2025Q3: 31,083 shares; 2025Q4: 31,157 shares 31,157$388K0.01%+74Timeline
TERTERADYNE 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: 2,003 shares 2,003$388K0.01%newTimeline
AERAERCAP HOLDINGS NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,422 shares; 2024Q4: 3,094 shares; 2025Q1: 2,444 shares; 2025Q2: 2,421 shares; 2025Q3: 2,821 shares; 2025Q4: 2,689 shares 2,689$387K0.01%-132Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 177,406 shares; 2025Q1: 2,729 shares; 2025Q2: 2,729 shares; 2025Q3: 2,774 shares; 2025Q4: 2,765 shares 2,765$385K0.01%-9Timeline
CRSPCRISPR THERAPEUTICS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,719 shares; 2024Q4: 7,781 shares; 2025Q1: 7,948 shares; 2025Q2: 7,707 shares; 2025Q3: 7,440 shares; 2025Q4: 7,322 shares 7,322$384K0.01%-118Timeline
ASTSAST SPACEMOBILE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,028 shares; 2025Q1: 9,648 shares; 2025Q2: 6,855 shares; 2025Q3: 5,777 shares; 2025Q4: 5,277 shares 5,277$383K0.01%-500Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 279 shares; 2025Q1: 283 shares; 2025Q2: 287 shares; 2025Q3: 291 shares; 2025Q4: 287 shares 287$382K0.01%-4Timeline
SFBSSERVISFIRST 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: 5,208 shares; 2025Q2: 5,322 shares; 2025Q3: 5,322 shares; 2025Q4: 5,306 shares 5,306$381K0.01%-16Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 89,069 shares; 2025Q1: 2,279 shares; 2025Q2: 1,166 shares; 2025Q3: 1,225 shares; 2025Q4: 3,182 shares 3,182$380K0.01%+1,957Timeline
FSTAFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,821 shares; 2024Q4: 19,547 shares; 2025Q1: 7,833 shares; 2025Q2: 7,906 shares; 2025Q3: 7,749 shares; 2025Q4: 7,690 shares 7,690$378K0.01%-59Timeline
ERIEERIE INDTY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,071 shares; 2025Q2: 1,187 shares; 2025Q3: 1,269 shares; 2025Q4: 1,314 shares 1,314$377K0.01%+45Timeline
TXTTEXTRON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,000 shares; 2024Q4: 33,941 shares; 2025Q1: 32,848 shares; 2025Q2: 27,721 shares; 2025Q3: 4,340 shares; 2025Q4: 4,307 shares 4,307$375K0.01%-33Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55,056 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,540 shares; 2025Q4: 4,751 shares 4,751$374K0.01%+2,211Timeline
WABWABTECQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,340 shares; 2025Q1: 1,231 shares; 2025Q2: 1,716 shares; 2025Q3: 1,657 shares; 2025Q4: 1,751 shares 1,751$374K0.01%+94Timeline
QUBTQUANTUM COMPUTING 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: 34,137 shares; 2025Q4: 36,204 shares 36,204$371K0.01%+2,067Timeline
DYNFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 81,606 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,077 shares 6,077$370K0.01%newTimeline
ZSZSCALER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,206 shares; 2024Q4: 2,191 shares; 2025Q1: 2,100 shares; 2025Q2: 2,019 shares; 2025Q3: 1,792 shares; 2025Q4: 1,632 shares 1,632$367K0.01%-160Timeline
PPCPILGRIMS PRIDE 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: 7,314 shares; 2025Q4: 9,398 shares 9,398$366K0.01%+2,084Timeline
HLNHALEON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,279 shares; 2024Q4: 27,323 shares; 2025Q1: 24,293 shares; 2025Q2: 29,225 shares; 2025Q3: 22,287 shares; 2025Q4: 35,848 shares 35,848$362K0.01%+13,561Timeline
BLBDBLUE BIRD 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: 5,551 shares; 2025Q4: 7,660 shares 7,660$360K0.01%+2,109Timeline
HUBSHUBSPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,621 shares; 2024Q4: 1,792 shares; 2025Q1: 1,698 shares; 2025Q2: 1,445 shares; 2025Q3: 1,235 shares; 2025Q4: 894 shares 894$359K0.01%-341Timeline
SUNSUNOCO LP/SUNOCO FIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,181 shares; 2024Q4: 7,502 shares; 2025Q1: 8,148 shares; 2025Q2: 9,254 shares; 2025Q3: 7,504 shares; 2025Q4: 6,839 shares 6,839$358K0.01%-665Timeline
VKTXVIKING THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,050 shares; 2024Q4: 6,940 shares; 2025Q1: not reported; 2025Q2: 9,871 shares; 2025Q3: 11,000 shares; 2025Q4: 10,182 shares 10,182$358K0.01%-818Timeline
CRWVCOREWEAVE 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: 2,258 shares; 2025Q3: 14,030 shares; 2025Q4: 4,979 shares 4,979$357K0.01%-9,051Timeline
NGGNATIONAL GRID 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: not reported; 2025Q4: 4,609 shares 4,609$356K0.01%newTimeline
CMCANADIAN IMPERIAL BANK OF 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: 3,224 shares; 2025Q3: 3,333 shares; 2025Q4: 3,926 shares 3,926$356K0.01%+593Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,249 shares; 2025Q1: not reported; 2025Q2: 1,197 shares; 2025Q3: 1,626 shares; 2025Q4: 1,778 shares 1,778$355K0.01%+152Timeline
AUANGLOGOLD ASHANTI 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: not reported; 2025Q4: 4,163 shares 4,163$355K0.01%newTimeline
NHCNATIONAL HEALTHCARE 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: 2,570 shares; 2025Q4: 2,584 shares 2,584$354K0.01%+14Timeline
LAMRLAMAR ADVERTISING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,321 shares; 2024Q4: 2,206 shares; 2025Q1: 2,228 shares; 2025Q2: 2,343 shares; 2025Q3: 2,351 shares; 2025Q4: 2,797 shares 2,797$354K0.01%+446Timeline
SWBISMITH & WESSON BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,132 shares; 2025Q3: 29,935 shares; 2025Q4: 35,855 shares 35,855$354K0.01%+5,920Timeline
DECKDECKERS OUTDOOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,160 shares; 2024Q4: 26,869 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,388 shares 3,388$351K0.01%newTimeline
SANBANCO SANTANDER SAQuarterly 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: 29,768 shares 29,768$349K0.01%newTimeline
WELLS FARGO & COWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 265 shares; 2025Q1: 265 shares; 2025Q2: 286 shares; 2025Q3: 286 shares; 2025Q4: 287 shares 287$348K0.01%+1
TEAMATLASSIAN CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,990 shares; 2024Q4: 4,360 shares; 2025Q1: 4,174 shares; 2025Q2: 4,086 shares; 2025Q3: 3,868 shares; 2025Q4: 2,141 shares 2,141$347K0.01%-1,727Timeline
CRHCRH 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: 1,970 shares; 2025Q4: 2,774 shares 2,774$346K0.01%+804Timeline
BCBPBCB BANCORP 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: 42,860 shares; 2025Q3: 42,879 shares; 2025Q4: 42,860 shares 42,860$346K0.01%-19Timeline
VONEVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,329 shares; 2025Q1: 1,119 shares; 2025Q2: 1,119 shares; 2025Q3: 1,119 shares; 2025Q4: 1,119 shares 1,119$346K0.01%0Timeline
TPRTAPESTRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,694 shares; 2024Q4: not reported; 2025Q1: 2,902 shares; 2025Q2: 2,653 shares; 2025Q3: 2,662 shares; 2025Q4: 2,700 shares 2,700$345K0.01%+38Timeline
AZNASTRAZENECA PLC-SPONS ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,405 shares; 2024Q4: 3,847 shares; 2025Q1: 4,921 shares; 2025Q2: 6,246 shares; 2025Q3: 7,122 shares; 2025Q4: 3,729 shares 3,729$343K0.01%-3,393Timeline
OTTROTTER TAIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,235 shares; 2025Q2: 4,235 shares; 2025Q3: 4,255 shares; 2025Q4: 4,236 shares 4,236$342K0.01%-19Timeline
EVRGEVERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,487 shares; 2024Q4: 10,509 shares; 2025Q1: 10,226 shares; 2025Q2: 8,958 shares; 2025Q3: 4,616 shares; 2025Q4: 4,688 shares 4,688$340K0.01%+72Timeline
PFGPRINCIPAL FINANCIAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,831 shares; 2024Q4: 4,573 shares; 2025Q1: 5,006 shares; 2025Q2: 5,018 shares; 2025Q3: 3,913 shares; 2025Q4: 3,846 shares 3,846$339K0.01%-67Timeline
LYVLIVE NATION ENTERTAINMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,650 shares; 2024Q4: 3,198 shares; 2025Q1: 3,080 shares; 2025Q2: 2,847 shares; 2025Q3: 2,460 shares; 2025Q4: 2,380 shares 2,380$339K0.01%-80Timeline
ARMARM HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,290 shares; 2024Q4: 2,308 shares; 2025Q1: 2,284 shares; 2025Q2: 2,907 shares; 2025Q3: 3,100 shares; 2025Q4: 3,073 shares 3,073$336K0.01%-27Timeline
NRGNRG ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,473 shares; 2024Q4: 2,619 shares; 2025Q1: 2,266 shares; 2025Q2: 2,429 shares; 2025Q3: 1,997 shares; 2025Q4: 2,098 shares 2,098$334K0.01%+101Timeline
SOLSSOLSTICE ADVANCED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,839 shares 6,839$332K0.01%newTimeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,343 shares; 2024Q4: 136,542 shares; 2025Q1: not reported; 2025Q2: 3,608 shares; 2025Q3: 4,013 shares; 2025Q4: 6,685 shares 6,685$332K0.01%+2,672Timeline
TPHDTIMOTHY PLANQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,191 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,568 shares 8,568$330K0.01%newTimeline
ANAUTONATION 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: 1,132 shares; 2025Q4: 1,597 shares 1,597$330K0.01%+465Timeline
CMCLCALEDONIA 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,583 shares 12,583$329K0.01%newTimeline
ODFLOLD DOMINION FREIGHT LINE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,971 shares; 2024Q4: 4,150 shares; 2025Q1: 3,962 shares; 2025Q2: 2,498 shares; 2025Q3: 2,252 shares; 2025Q4: 2,094 shares 2,094$328K0.01%-158Timeline
VTEIVANGUARD MUN BD 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: 3,241 shares 3,241$327K0.01%newTimeline
SPABSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 683,559 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,654 shares 12,654$326K0.01%newTimeline
FNDASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,955 shares; 2025Q1: 10,448 shares; 2025Q2: 10,334 shares; 2025Q3: 10,334 shares; 2025Q4: 10,334 shares 10,334$326K0.01%0Timeline
ABALLIANCEBERNSTEIN HLDG L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,888 shares; 2024Q4: 9,518 shares; 2025Q1: 8,360 shares; 2025Q2: 9,136 shares; 2025Q3: 8,696 shares; 2025Q4: 8,458 shares 8,458$325K0.01%-238Timeline
ITRNITURAN LOCATION AND CONTROLQuarterly 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: 7,716 shares; 2025Q4: 7,482 shares 7,482$322K0.01%-234Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,750 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,281 shares 1,281$321K0.01%newTimeline
DPZDOMINOS PIZZA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 634 shares; 2024Q4: 825 shares; 2025Q1: 1,726 shares; 2025Q2: 1,682 shares; 2025Q3: 1,720 shares; 2025Q4: 768 shares 768$320K0.01%-952Timeline
MUFGMITSUBISHI UFJ FINANCIAL GROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,152 shares 20,152$320K0.01%newTimeline
PAAAPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,231 shares; 2025Q1: not reported; 2025Q2: 8,500 shares; 2025Q3: 9,720 shares; 2025Q4: 6,220 shares 6,220$319K0.01%-3,500Timeline
GPCRSTRUCTURE 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: not reported; 2025Q3: not reported; 2025Q4: 4,543 shares 4,543$316K0.01%newTimeline
DEODIAGEO 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: not reported; 2025Q4: 3,646 shares 3,646$315K0.01%newTimeline
MDBMONGODB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,516 shares; 2024Q4: 1,395 shares; 2025Q1: 1,235 shares; 2025Q2: not reported; 2025Q3: 770 shares; 2025Q4: 747 shares 747$313K0.01%-23Timeline
BITWBITWISE 10 CRYPTO INDEX ETFQuarterly 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: 5,324 shares 5,324$313K0.01%newTimeline
LULULULULEMON ATHLETICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,977 shares; 2024Q4: 2,968 shares; 2025Q1: 3,018 shares; 2025Q2: 2,707 shares; 2025Q3: 2,493 shares; 2025Q4: 1,505 shares 1,505$313K0.01%-988Timeline
VISNVISTANCE NETWORKS 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: 14,701 shares; 2025Q4: 16,920 shares 16,920$307K0.01%+2,219Timeline
SPMOINVESCO 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: 115,222 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,740 shares; 2025Q4: 2,567 shares 2,567$306K0.01%+827Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,264 shares; 2025Q1: 4,354 shares; 2025Q2: 4,465 shares; 2025Q3: 3,924 shares; 2025Q4: 3,683 shares 3,683$306K0.01%-241Timeline
IPINTERNATIONAL PAPER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,916 shares; 2024Q4: 26,367 shares; 2025Q1: 22,793 shares; 2025Q2: 22,237 shares; 2025Q3: 7,506 shares; 2025Q4: 7,750 shares 7,750$305K0.01%+244Timeline
WINGWINGSTOP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,469 shares; 2024Q4: 1,438 shares; 2025Q1: 1,328 shares; 2025Q2: 1,435 shares; 2025Q3: 1,350 shares; 2025Q4: 1,278 shares 1,278$305K0.01%-72Timeline
SOUNSOUNDHOUND AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,663 shares; 2024Q4: 28,955 shares; 2025Q1: 21,081 shares; 2025Q2: 29,454 shares; 2025Q3: 41,531 shares; 2025Q4: 30,406 shares 30,406$303K0.01%-11,125Timeline
RSRELIANCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,369 shares; 2025Q1: 1,297 shares; 2025Q2: 1,287 shares; 2025Q3: 1,314 shares; 2025Q4: 1,048 shares 1,048$303K0.01%-266Timeline
CVSACOVISTA 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: 2,252 shares; 2025Q4: 2,924 shares 2,924$303K0.01%+672Timeline
QYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 172,028 shares; 2025Q1: 175,948 shares; 2025Q2: 140,091 shares; 2025Q3: 18,553 shares; 2025Q4: 17,100 shares 17,100$302K0.01%-1,453Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,356 shares; 2024Q4: 7,095 shares; 2025Q1: 6,495 shares; 2025Q2: 6,800 shares; 2025Q3: 2,735 shares; 2025Q4: 4,083 shares 4,083$301K0.01%+1,348Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,165 shares; 2024Q4: 113,367 shares; 2025Q1: 12,751 shares; 2025Q2: 12,751 shares; 2025Q3: 12,411 shares; 2025Q4: 10,098 shares 10,098$299K0.01%-2,313Timeline
WCNWASTE CONNECTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,129 shares; 2025Q2: 1,224 shares; 2025Q3: not reported; 2025Q4: 1,705 shares 1,705$299K0.01%newTimeline
EQWLINVESCO 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: 2,516 shares; 2025Q3: 2,516 shares; 2025Q4: 2,516 shares 2,516$297K0.01%0Timeline
GTOINVESCO ACTIVELY MANAGED EXCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 507,423 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,895 shares; 2025Q4: 6,251 shares 6,251$296K0.01%+356Timeline
STTSTATE STR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,418 shares; 2025Q1: 2,245 shares; 2025Q2: 2,110 shares; 2025Q3: 2,333 shares; 2025Q4: 2,282 shares 2,282$294K0.01%-51Timeline
CAAPCORPORACION AMER ARPTS S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,269 shares 11,269$293K0.01%newTimeline
OMCOMNICOM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,795 shares; 2025Q1: 2,608 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,610 shares 3,610$292K0.01%newTimeline
BUDANHEUSER BUSCH INBEV SA NVQuarterly 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: 4,543 shares 4,543$291K0.01%newTimeline
RGLDROYAL GOLD 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: 1,195 shares; 2025Q4: 1,307 shares 1,307$291K0.01%+112Timeline
COHRCOHERENT 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: 1,570 shares 1,570$290K0.01%newTimeline
AEEAMEREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,304 shares; 2025Q1: 3,547 shares; 2025Q2: 3,070 shares; 2025Q3: 3,018 shares; 2025Q4: 2,896 shares 2,896$289K0.01%-122Timeline
SONSONOCO PRODS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,680 shares; 2024Q4: 6,588 shares; 2025Q1: 6,784 shares; 2025Q2: 6,799 shares; 2025Q3: 6,413 shares; 2025Q4: 6,599 shares 6,599$288K0.01%+186Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,092 shares; 2024Q4: 2,181 shares; 2025Q1: 2,139 shares; 2025Q2: 1,626 shares; 2025Q3: 1,443 shares; 2025Q4: 1,290 shares 1,290$288K0.01%-153Timeline
MINTPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,725 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,866 shares 2,866$288K0.01%newTimeline
AFGAMERICAN FINANCIAL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,792 shares; 2024Q4: 2,015 shares; 2025Q1: 2,725 shares; 2025Q2: 2,074 shares; 2025Q3: 2,248 shares; 2025Q4: 2,094 shares 2,094$286K0.01%-154Timeline
FLINFRANKLIN 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: 8,190 shares; 2025Q4: 7,400 shares 7,400$286K0.01%-790Timeline
IBNDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,327 shares; 2025Q1: not reported; 2025Q2: 7,472 shares; 2025Q3: 9,779 shares; 2025Q4: 8,863 shares 8,863$285K0.01%-916Timeline
CATHGLOBAL 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: 3,458 shares 3,458$284K0.01%newTimeline
ONON SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,519 shares; 2024Q4: 4,420 shares; 2025Q1: not reported; 2025Q2: 4,059 shares; 2025Q3: 5,902 shares; 2025Q4: 5,249 shares 5,249$284K0.01%-653Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 117,433 shares; 2025Q1: 3,950 shares; 2025Q2: 4,582 shares; 2025Q3: 3,441 shares; 2025Q4: 3,655 shares 3,655$284K0.01%+214Timeline
EGANEGAIN 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: 27,551 shares 27,551$284K0.01%newTimeline
PBR-APETROLEO BRASILEIRO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,700 shares; 2024Q4: 20,703 shares; 2025Q1: 20,800 shares; 2025Q2: 23,775 shares; 2025Q3: 23,898 shares; 2025Q4: 25,011 shares 25,011$282K0.01%+1,113Timeline
AWKAMERICAN WTR WKS CO INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,576 shares; 2024Q4: 1,936 shares; 2025Q1: 1,908 shares; 2025Q2: 2,317 shares; 2025Q3: 2,225 shares; 2025Q4: 2,147 shares 2,147$280K0.01%-78Timeline
PWVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,835 shares; 2025Q1: not reported; 2025Q2: 4,192 shares; 2025Q3: 4,192 shares; 2025Q4: 4,192 shares 4,192$279K0.01%0Timeline
MGMMGM RESORTS INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,109 shares; 2024Q4: 10,511 shares; 2025Q1: 8,310 shares; 2025Q2: 7,521 shares; 2025Q3: 7,659 shares; 2025Q4: 7,624 shares 7,624$278K0.01%-35Timeline
ACMRACM RESH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,995 shares; 2025Q3: 5,797 shares; 2025Q4: 7,051 shares 7,051$278K0.01%+1,254Timeline
CMACOMERICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,337 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,187 shares; 2025Q4: 3,187 shares 3,187$277K0.01%0Timeline
CFCF INDUSTRIES HOLDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,958 shares; 2025Q1: 3,771 shares; 2025Q2: 3,950 shares; 2025Q3: 3,673 shares; 2025Q4: 3,579 shares 3,579$277K0.01%-94Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,774 shares; 2025Q1: not reported; 2025Q2: 669 shares; 2025Q3: 602 shares; 2025Q4: 575 shares 575$276K0.01%-27Timeline
QTWOQ2 HLDGS 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: 3,679 shares; 2025Q4: 3,810 shares 3,810$275K0.01%+131Timeline
XLBSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,399 shares; 2025Q1: not reported; 2025Q2: 2,593 shares; 2025Q3: 2,661 shares; 2025Q4: 6,054 shares 6,054$275K0.01%+3,393Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,294 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,312 shares 3,312$274K0.01%newTimeline
LLOEWS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,354 shares; 2025Q2: 2,345 shares; 2025Q3: 2,496 shares; 2025Q4: 2,603 shares 2,603$274K0.01%+107Timeline
CHKPCHECK POINT SOFTWARE TECH LTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,052 shares; 2024Q4: 1,430 shares; 2025Q1: 1,491 shares; 2025Q2: 1,463 shares; 2025Q3: 1,560 shares; 2025Q4: 1,477 shares 1,477$274K0.01%-83Timeline
BULLWEBULL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,570 shares; 2025Q3: 15,920 shares; 2025Q4: 34,930 shares 34,930$271K0.01%+19,010Timeline
CHDNCHURCHILL DOWNS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,261 shares; 2024Q4: 5,682 shares; 2025Q1: 5,767 shares; 2025Q2: 4,999 shares; 2025Q3: 3,982 shares; 2025Q4: 2,379 shares 2,379$271K0.01%-1,603Timeline
INGING GROEP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,545 shares 9,545$267K0.01%newTimeline
EXREXTRA SPACE STORAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,533 shares; 2024Q4: 2,104 shares; 2025Q1: 2,024 shares; 2025Q2: 2,129 shares; 2025Q3: 2,109 shares; 2025Q4: 2,044 shares 2,044$266K0.01%-65Timeline
XOPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,052 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,095 shares 2,095$265K0.01%newTimeline
BKRBAKER HUGHES COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,803 shares; 2025Q1: 5,166 shares; 2025Q2: not reported; 2025Q3: 5,480 shares; 2025Q4: 5,792 shares 5,792$264K0.01%+312Timeline
CHTRCHARTER COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 582 shares; 2025Q2: 627 shares; 2025Q3: not reported; 2025Q4: 1,258 shares 1,258$263K0.01%newTimeline
IYHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,703 shares; 2024Q4: 13,019 shares; 2025Q1: 4,032 shares; 2025Q2: 4,032 shares; 2025Q3: 4,032 shares; 2025Q4: 4,032 shares 4,032$262K0.01%0Timeline
RNRRENAISSANCERE HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 802 shares; 2024Q4: 864 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 848 shares; 2025Q4: 931 shares 931$262K0.01%+83Timeline
GMEDGLOBUS MED 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: 2,990 shares 2,990$261K0.01%newTimeline
TDYTELEDYNE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 540 shares; 2025Q1: 555 shares; 2025Q2: 562 shares; 2025Q3: 510 shares; 2025Q4: 510 shares 510$260K0.01%0Timeline
ACWVISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,881 shares; 2024Q4: 15,662 shares; 2025Q1: 2,066 shares; 2025Q2: 2,060 shares; 2025Q3: 2,248 shares; 2025Q4: 2,183 shares 2,183$259K0.01%-65Timeline
LENLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,952 shares; 2025Q1: 12,131 shares; 2025Q2: 14,866 shares; 2025Q3: 16,932 shares; 2025Q4: 2,521 shares 2,521$259K0.01%-14,411Timeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,339 shares; 2025Q1: 4,584 shares; 2025Q2: 4,511 shares; 2025Q3: 5,012 shares; 2025Q4: 4,898 shares 4,898$259K0.01%-114Timeline
FERGFERGUSON ENTERPRISES 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: 994 shares; 2025Q3: 1,117 shares; 2025Q4: 1,153 shares 1,153$257K0.01%+36Timeline
SFMSPROUTS FMRS MKT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,041 shares; 2024Q4: 18,698 shares; 2025Q1: 20,207 shares; 2025Q2: 20,475 shares; 2025Q3: 21,527 shares; 2025Q4: 3,216 shares 3,216$256K0.01%-18,311Timeline
TPIFTIMOTHY PLANQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,383 shares 7,383$256K0.01%newTimeline
ROKROCKWELL AUTOMATION 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: 641 shares; 2025Q3: 666 shares; 2025Q4: 657 shares 657$256K0.01%-9Timeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,075 shares 1,075$255K0.01%newTimeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,320 shares; 2024Q4: 107,603 shares; 2025Q1: 16,238 shares; 2025Q2: 8,774 shares; 2025Q3: 8,386 shares; 2025Q4: 8,485 shares 8,485$255K0.01%+99Timeline
VRSNVERISIGN 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: 1,116 shares; 2025Q4: 1,047 shares 1,047$254K0.01%-69Timeline
MAAMID-AMER APT CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,978 shares; 2024Q4: 2,327 shares; 2025Q1: 2,241 shares; 2025Q2: 2,237 shares; 2025Q3: 2,016 shares; 2025Q4: 1,824 shares 1,824$253K0.01%-192Timeline
ZBHZIMMER BIOMET HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,187 shares; 2025Q1: 20,622 shares; 2025Q2: 22,002 shares; 2025Q3: 19,404 shares; 2025Q4: 2,812 shares 2,812$253K0.01%-16,592Timeline
DBDEUTSCHE BK AGQuarterly 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: 6,747 shares; 2025Q4: 6,540 shares 6,540$252K0.01%-207Timeline
BXPBXP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,215 shares; 2025Q2: 3,736 shares; 2025Q3: 3,736 shares; 2025Q4: 3,737 shares 3,737$252K0.01%+1Timeline
STAGSTAG INDUSTRIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,932 shares; 2024Q4: 6,712 shares; 2025Q1: 6,823 shares; 2025Q2: 7,254 shares; 2025Q3: 7,108 shares; 2025Q4: 6,834 shares 6,834$251K0.01%-274Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,777 shares; 2025Q1: not reported; 2025Q2: 3,106 shares; 2025Q3: 4,016 shares; 2025Q4: 3,387 shares 3,387$251K0.01%-629Timeline
QQNITY ELECTRONICS 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: 3,071 shares 3,071$251K0.01%newTimeline
JPSTJ 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: 272,774 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,951 shares 4,951$250K0.01%newTimeline
PAVEGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,628 shares; 2024Q4: 74,590 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,118 shares; 2025Q4: 5,226 shares 5,226$250K0.01%+108Timeline
CLHCLEAN HARBORS 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: 1,063 shares 1,063$249K0.01%newTimeline
ETHEGRAYSCALE ETHEREUM STAKING EQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,312 shares; 2024Q4: 10,912 shares; 2025Q1: 10,912 shares; 2025Q2: 10,912 shares; 2025Q3: 10,246 shares; 2025Q4: 10,204 shares 10,204$249K0.01%-42Timeline
EMEEMCOR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,252 shares; 2024Q4: 5,337 shares; 2025Q1: 6,142 shares; 2025Q2: 427 shares; 2025Q3: 399 shares; 2025Q4: 405 shares 405$248K0.01%+6Timeline
NHINATIONAL HEALTH INVS 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: 3,146 shares; 2025Q4: 3,225 shares 3,225$246K0.01%+79Timeline
ROKUROKU 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: 2,113 shares; 2025Q4: 2,268 shares 2,268$246K0.01%+155Timeline
EIXEDISON INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,985 shares; 2024Q4: 6,604 shares; 2025Q1: 5,376 shares; 2025Q2: 4,317 shares; 2025Q3: 4,332 shares; 2025Q4: 4,091 shares 4,091$246K0.01%-241Timeline
CNICANADIAN NATL RY 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: not reported; 2025Q4: 2,470 shares 2,470$244K0.01%newTimeline
DOWDOW HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,389 shares; 2024Q4: 19,797 shares; 2025Q1: 18,082 shares; 2025Q2: 17,127 shares; 2025Q3: 13,174 shares; 2025Q4: 10,430 shares 10,430$244K0.01%-2,744Timeline
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: not reported; 2025Q3: 1,403 shares; 2025Q4: 1,399 shares 1,399$243K0.01%-4Timeline
APPFAPPFOLIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,554 shares; 2024Q4: 2,607 shares; 2025Q1: 2,242 shares; 2025Q2: 1,625 shares; 2025Q3: 1,330 shares; 2025Q4: 1,045 shares 1,045$243K0.01%-285Timeline
DLSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,560 shares; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000$243K0.01%0Timeline
FSLRFIRST SOLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,027 shares; 2024Q4: 2,090 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 924 shares; 2025Q4: 928 shares 928$242K0.01%+4Timeline
INCYINCYTE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,441 shares 2,441$241K0.01%newTimeline
ALNYALNYLAM PHARMACEUTICALS 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: 679 shares; 2025Q4: 605 shares 605$241K0.01%-74Timeline
DBCINVESCO DB COMMDY INDX TRCKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,043 shares; 2024Q4: 10,293 shares; 2025Q1: 10,293 shares; 2025Q2: 10,293 shares; 2025Q3: 10,293 shares; 2025Q4: 10,754 shares 10,754$240K0.01%+461Timeline
PKGPACKAGING CORP AMERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,421 shares; 2025Q1: 1,278 shares; 2025Q2: 1,150 shares; 2025Q3: 1,147 shares; 2025Q4: 1,166 shares 1,166$240K0.01%+19Timeline
RMDRESMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,008 shares; 2025Q1: not reported; 2025Q2: 1,001 shares; 2025Q3: 1,066 shares; 2025Q4: 997 shares 997$240K0.01%-69Timeline
ELFE L F BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,983 shares; 2024Q4: 2,792 shares; 2025Q1: not reported; 2025Q2: 3,150 shares; 2025Q3: 3,382 shares; 2025Q4: 3,159 shares 3,159$240K0.01%-223Timeline
CXTCRANE NXT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,120 shares; 2024Q4: 5,586 shares; 2025Q1: 5,274 shares; 2025Q2: 5,295 shares; 2025Q3: 5,290 shares; 2025Q4: 5,079 shares 5,079$239K0.01%-211Timeline
SMFGSUMITOMO MITSUI FIN GRP 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: 12,312 shares 12,312$238K0.01%newTimeline
RIVNRIVIAN AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,798 shares; 2024Q4: 11,542 shares; 2025Q1: 11,716 shares; 2025Q2: 15,380 shares; 2025Q3: 12,652 shares; 2025Q4: 12,043 shares 12,043$237K0.01%-609Timeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,473 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 690 shares 690$237K0.01%newTimeline
IJTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,593 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,666 shares; 2025Q4: 1,666 shares 1,666$235K0.01%0Timeline
MZTIMARZETTI COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,703 shares; 2024Q4: 1,709 shares; 2025Q1: 1,573 shares; 2025Q2: 1,551 shares; 2025Q3: 1,390 shares; 2025Q4: 1,429 shares 1,429$235K0.01%+39Timeline
UUNITY SOFTWARE 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: 5,799 shares; 2025Q4: 5,284 shares 5,284$233K0.01%-515Timeline
PINKSIMPLIFY EXCHANGE TRADED FUNQuarterly 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: 6,355 shares 6,355$233K0.01%newTimeline
MSCIMSCI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 489 shares; 2024Q4: 623 shares; 2025Q1: 477 shares; 2025Q2: 488 shares; 2025Q3: 509 shares; 2025Q4: 403 shares 403$231K0.01%-106Timeline
TPLCTIMOTHY PLANQuarterly 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: 5,072 shares 5,072$231K0.01%newTimeline
TLTWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,140 shares 10,140$230K0.01%newTimeline
LUVSOUTHWEST AIRLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,431 shares; 2024Q4: 12,853 shares; 2025Q1: 13,050 shares; 2025Q2: 8,119 shares; 2025Q3: not reported; 2025Q4: 5,521 shares 5,521$228K0.01%newTimeline
RSPTINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 484,774 shares; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000$228K0.01%0Timeline
HEI-AHEICO CORP 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: 890 shares; 2025Q3: 898 shares; 2025Q4: 901 shares 901$227K0.01%+3Timeline
CELHCELSIUS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,938 shares; 2025Q2: 6,561 shares; 2025Q3: 5,471 shares; 2025Q4: 4,969 shares 4,969$227K0.01%-502Timeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,438 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,702 shares; 2025Q4: 1,702 shares 1,702$227K0.01%0Timeline
VWOBVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,303 shares; 2025Q1: 5,558 shares; 2025Q2: 3,367 shares; 2025Q3: 3,367 shares; 2025Q4: 3,367 shares 3,367$227K0.01%0Timeline
CWHCAMPING WORLD HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,201 shares; 2024Q4: 23,317 shares; 2025Q1: 23,405 shares; 2025Q2: 23,694 shares; 2025Q3: 23,848 shares; 2025Q4: 23,275 shares 23,275$226K0.01%-573Timeline
APLDAPPLIED DIGITAL 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: 8,808 shares; 2025Q4: 9,215 shares 9,215$226K0.01%+407Timeline
BLESNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,824 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,225 shares 5,225$226K0.01%newTimeline
SHVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,256 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,049 shares 2,049$226K0.01%newTimeline
BUFRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,337 shares; 2024Q4: 1,518,225 shares; 2025Q1: 9,163 shares; 2025Q2: 6,584 shares; 2025Q3: 6,584 shares; 2025Q4: 6,584 shares 6,584$226K0.01%0Timeline
SUSUNCOR ENERGY 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: not reported; 2025Q4: 5,081 shares 5,081$225K0.01%newTimeline
APEIAMERICAN PUB ED 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: 5,800 shares; 2025Q4: 5,943 shares 5,943$225K0.01%+143Timeline
TKRTIMKEN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,971 shares; 2025Q1: 3,025 shares; 2025Q2: 3,002 shares; 2025Q3: not reported; 2025Q4: 2,632 shares 2,632$221K0.01%newTimeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,670 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,565 shares; 2025Q4: 1,565 shares 1,565$221K0.01%0Timeline
PAASPAN AMERN SILVER 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: 4,259 shares 4,259$221K0.01%newTimeline
MPMP MATERIALS 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: 5,727 shares; 2025Q4: 4,360 shares 4,360$220K0.01%-1,367Timeline
KRMNKARMAN HLDGS 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: 3,060 shares; 2025Q4: 3,000 shares 3,000$220K0.01%-60Timeline
ECGEVERUS CONSTR GROUPQuarterly 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: 2,559 shares; 2025Q4: 2,559 shares 2,559$219K0.01%0Timeline
LITELUMENTUM HLDGS 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: 594 shares 594$219K0.01%newTimeline
MTBASIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 93,330 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,340 shares 4,340$219K0.01%newTimeline
VCLTVANGUARD SCOTTSDALE 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: 2,876 shares 2,876$218K0.01%newTimeline
IJJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,980 shares; 2025Q1: not reported; 2025Q2: 1,652 shares; 2025Q3: 1,652 shares; 2025Q4: 1,652 shares 1,652$217K0.01%0Timeline
SCHISCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,596 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,424 shares 9,424$216K0.01%newTimeline
YORWYORK WTR 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: not reported; 2025Q4: 6,761 shares 6,761$215K0.01%newTimeline
WCMIFIRST 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: 11,657 shares; 2025Q4: 12,644 shares 12,644$215K0.01%+987Timeline
STZCONSTELLATION BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,097 shares; 2024Q4: 2,967 shares; 2025Q1: 2,038 shares; 2025Q2: 1,603 shares; 2025Q3: 1,558 shares; 2025Q4: 1,552 shares 1,552$214K0.01%-6Timeline
WYWEYERHAEUSER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,771 shares; 2024Q4: 8,709 shares; 2025Q1: 9,286 shares; 2025Q2: 7,955 shares; 2025Q3: not reported; 2025Q4: 9,029 shares 9,029$214K0.01%newTimeline
PIIPOLARIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,376 shares 3,376$214K0.01%newTimeline
NBTBNBT BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,996 shares; 2024Q4: 4,999 shares; 2025Q1: 5,000 shares; 2025Q2: 5,057 shares; 2025Q3: 5,101 shares; 2025Q4: 5,139 shares 5,139$213K0.01%+38Timeline
HLIHOULIHAN LOKEY 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: 1,141 shares; 2025Q3: 1,177 shares; 2025Q4: 1,220 shares 1,220$213K0.01%+43Timeline
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: 1,105 shares; 2025Q3: not reported; 2025Q4: 2,671 shares 2,671$212K0.01%newTimeline
RPMRPM INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,462 shares; 2024Q4: 2,745 shares; 2025Q1: 2,689 shares; 2025Q2: 2,246 shares; 2025Q3: 2,115 shares; 2025Q4: 2,033 shares 2,033$211K0.01%-82Timeline
BLTEBELITE BIO 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: 1,319 shares 1,319$211K0.01%newTimeline
PFFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,138 shares; 2024Q4: 59,581 shares; 2025Q1: 11,269 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,810 shares 6,810$211K0.01%newTimeline
SNASNAP ON 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: 609 shares 609$210K0.01%newTimeline
CDECOEUR MNG 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: 11,739 shares 11,739$209K0.01%newTimeline
MASMASCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,985 shares; 2024Q4: 3,789 shares; 2025Q1: 3,717 shares; 2025Q2: 3,297 shares; 2025Q3: 3,112 shares; 2025Q4: 3,293 shares 3,293$209K0.01%+181Timeline
DKSDICKS SPORTING GOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 973 shares; 2024Q4: 1,026 shares; 2025Q1: 997 shares; 2025Q2: 1,228 shares; 2025Q3: 1,164 shares; 2025Q4: 1,048 shares 1,048$207K0.01%-116Timeline
EWBCEAST WEST BANCORP 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: 1,846 shares 1,846$207K0.01%newTimeline
KEYKEYCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,652 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,012 shares 10,012$207K0.01%newTimeline
DXPEDXP ENTERPRISES 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: 1,880 shares 1,880$206K0.01%newTimeline
RJFRAYMOND JAMES FINL 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: 1,283 shares 1,283$206K0.01%newTimeline
XHBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,353 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000$206K0.01%0Timeline
AVYAVERY DENNISON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,814 shares; 2024Q4: 1,957 shares; 2025Q1: 1,176 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,129 shares 1,129$205K<0.01%newTimeline
CRKCOMSTOCK RES 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: 9,145 shares; 2025Q3: not reported; 2025Q4: 8,857 shares 8,857$205K<0.01%newTimeline
UTIUNIVERSAL TECHNICAL INST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,650 shares; 2024Q4: 12,157 shares; 2025Q1: 24,110 shares; 2025Q2: 47,688 shares; 2025Q3: 34,670 shares; 2025Q4: 7,835 shares 7,835$205K<0.01%-26,835Timeline
SPLVINVESCO 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: 165,908 shares; 2025Q1: not reported; 2025Q2: 3,065 shares; 2025Q3: 2,874 shares; 2025Q4: 2,853 shares 2,853$204K<0.01%-21Timeline
KNSLKINSALE CAP GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,063 shares; 2024Q4: 1,024 shares; 2025Q1: 942 shares; 2025Q2: 879 shares; 2025Q3: 686 shares; 2025Q4: 521 shares 521$204K<0.01%-165Timeline
TSNTYSON FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,075 shares; 2024Q4: 8,896 shares; 2025Q1: 9,100 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,457 shares 3,457$203K<0.01%newTimeline
KDPKEURIG DR PEPPER 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: 7,219 shares 7,219$202K<0.01%newTimeline
GRALGRAIL 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: 2,356 shares 2,356$202K<0.01%newTimeline
MDUMDU RES GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,473 shares; 2024Q4: 10,576 shares; 2025Q1: 11,329 shares; 2025Q2: not reported; 2025Q3: 10,255 shares; 2025Q4: 10,269 shares 10,269$200K<0.01%+14Timeline
LUMNLUMEN 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: 21,210 shares; 2025Q2: 22,953 shares; 2025Q3: 23,205 shares; 2025Q4: 25,096 shares 25,096$195K<0.01%+1,891Timeline
PTYPIMCO CORPORATE & INCOME OPPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,608 shares; 2024Q4: 298,314 shares; 2025Q1: 10,608 shares; 2025Q2: 10,608 shares; 2025Q3: 10,608 shares; 2025Q4: 14,129 shares 14,129$182K<0.01%+3,521Timeline
SMRNUSCALE PWR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,576 shares; 2025Q1: not reported; 2025Q2: 13,947 shares; 2025Q3: 35,956 shares; 2025Q4: 12,834 shares 12,834$182K<0.01%-23,122Timeline
UUUUENERGY FUELS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,404 shares; 2024Q4: 10,623 shares; 2025Q1: 11,627 shares; 2025Q2: 11,672 shares; 2025Q3: 19,095 shares; 2025Q4: 12,480 shares 12,480$181K<0.01%-6,615Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,699 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,677 shares 10,677$179K<0.01%newTimeline
AVXLANAVEX LIFE SCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,847 shares; 2024Q4: 46,554 shares; 2025Q1: 46,554 shares; 2025Q2: 45,206 shares; 2025Q3: 47,799 shares; 2025Q4: 50,076 shares 50,076$178K<0.01%+2,277Timeline
FNBF N B 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: 10,370 shares 10,370$177K<0.01%newTimeline
CXDOCREXENDO 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: 21,835 shares; 2025Q3: 24,725 shares; 2025Q4: 25,593 shares 25,593$166K<0.01%+868Timeline
AFBALLIANCEBERNSTEIN NATL MUN 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: not reported; 2025Q4: 14,968 shares 14,968$162K<0.01%newTimeline
JOBYJOBY AVIATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,869 shares; 2024Q4: 22,350 shares; 2025Q1: 22,782 shares; 2025Q2: 17,403 shares; 2025Q3: 14,032 shares; 2025Q4: 11,808 shares 11,808$156K<0.01%-2,224Timeline
SABASABA CAPITAL INCOME & OPPORTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,825 shares; 2024Q4: 81,650 shares; 2025Q1: 81,150 shares; 2025Q2: 80,225 shares; 2025Q3: 25,225 shares; 2025Q4: 18,725 shares 18,725$154K<0.01%-6,500Timeline
CLFCLEVELAND-CLIFFS 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: not reported; 2025Q4: 11,621 shares 11,621$154K<0.01%newTimeline
NAGENIAGEN BIOSCIENCE 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: 21,300 shares; 2025Q3: 24,303 shares; 2025Q4: 24,260 shares 24,260$154K<0.01%-43Timeline
MFGMIZUHO FINANCIAL 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: 10,348 shares; 2025Q4: 20,140 shares 20,140$147K<0.01%+9,792Timeline
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: not reported; 2025Q2: 11,915 shares; 2025Q3: 15,245 shares; 2025Q4: 14,930 shares 14,930$146K<0.01%-315Timeline
SDSANDRIDGE ENERGY 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: 10,143 shares; 2025Q4: 10,143 shares 10,143$146K<0.01%0Timeline
VODVODAFONE 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,626 shares 10,626$140K<0.01%newTimeline
BBAIBIGBEAR AI HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,903 shares; 2025Q2: not reported; 2025Q3: 18,114 shares; 2025Q4: 24,116 shares 24,116$130K<0.01%+6,002Timeline
SNAPSNAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,838 shares; 2024Q4: 20,105 shares; 2025Q1: 18,902 shares; 2025Q2: 16,090 shares; 2025Q3: 12,654 shares; 2025Q4: 14,782 shares 14,782$119K<0.01%+2,128Timeline
AURAURORA INNOVATION 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: 12,294 shares; 2025Q3: 30,477 shares; 2025Q4: 30,113 shares 30,113$116K<0.01%-364Timeline
CNHCNH INDL N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,493 shares; 2025Q2: 10,890 shares; 2025Q3: 10,346 shares; 2025Q4: 11,862 shares 11,862$109K<0.01%+1,516Timeline
QUADQUAD / GRAPHICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,566 shares; 2024Q4: 23,566 shares; 2025Q1: 16,434 shares; 2025Q2: 18,618 shares; 2025Q3: 18,618 shares; 2025Q4: 16,098 shares 16,098$101K<0.01%-2,520Timeline
CYHCOMMUNITY HEALTH SYS 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: not reported; 2025Q4: 31,622 shares 31,622$98.7K<0.01%newTimeline
VFFVILLAGE FARMS INTL 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: 26,436 shares 26,436$96.5K<0.01%newTimeline
CMPXCOMPASS THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,948 shares; 2025Q1: 18,450 shares; 2025Q2: 18,420 shares; 2025Q3: 17,894 shares; 2025Q4: 17,894 shares 17,894$96.1K<0.01%0Timeline
TLSTELOS CORP MDQuarterly 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: 18,841 shares 18,841$96.1K<0.01%newTimeline
IMPPIMPERIAL PETE 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: 26,292 shares 26,292$95.2K<0.01%newTimeline
IAUXI-80 GOLD 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: 62,584 shares; 2025Q3: 64,616 shares; 2025Q4: 64,616 shares 64,616$94.3K<0.01%0Timeline
BWBABCOCK & WILCOX ENTERPRISESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,250 shares; 2025Q3: 14,250 shares; 2025Q4: 14,250 shares 14,250$90.3K<0.01%0Timeline
PCTPURECYCLE 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: 10,100 shares 10,100$86.8K<0.01%newTimeline
WENWENDYS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,915 shares; 2024Q4: 11,038 shares; 2025Q1: 11,019 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,039 shares 10,039$83.6K<0.01%newTimeline
RDWREDWIRE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,598 shares; 2025Q4: 10,635 shares 10,635$80.8K<0.01%+37Timeline
NCTYTHE9 LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,232 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,722 shares; 2025Q3: 11,722 shares; 2025Q4: 11,722 shares 11,722$74.7K<0.01%0Timeline
DNUTKRISPY KREME 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: 17,564 shares; 2025Q4: 17,628 shares 17,628$70.9K<0.01%+64Timeline
RRRICHTECH ROBOTICS 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: 18,520 shares; 2025Q4: 20,720 shares 20,720$66.9K<0.01%+2,200Timeline
WITWIPRO 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: not reported; 2025Q4: 18,265 shares 18,265$51.9K<0.01%newTimeline
SLISTANDARD LITHIUM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,440 shares; 2025Q1: 11,440 shares; 2025Q2: 11,440 shares; 2025Q3: 11,440 shares; 2025Q4: 11,440 shares 11,440$51.1K<0.01%0Timeline
ITRGINTEGRA RES 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: 10,000 shares 10,000$40.1K<0.01%newTimeline
ABOSACUMEN PHARMACEUTICALS 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: 19,000 shares 19,000$40.1K<0.01%newTimeline
KSCPKNIGHTSCOPE 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: 10,059 shares 10,059$37.3K<0.01%newTimeline
ICGINTCHAINS GROUP 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: not reported; 2025Q4: 20,688 shares 20,688$37K<0.01%newTimeline
ESPRESPERION THERAPEUTICS INC NEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 14,000 shares; 2025Q1: 11,356 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000$37K<0.01%0Timeline
PSECPROSPECT CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,420 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,550 shares 12,550$32.5K<0.01%newTimeline
DNNDENISON MINES 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: 20,619 shares; 2025Q4: 12,189 shares 12,189$32.4K<0.01%-8,430Timeline
MMLPMARTIN MIDSTREAM PRTNRS L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,069 shares; 2024Q4: 15,778 shares; 2025Q1: 14,703 shares; 2025Q2: 14,704 shares; 2025Q3: 14,705 shares; 2025Q4: 12,346 shares 12,346$32.2K<0.01%-2,359Timeline
AISPAIRSHIP AI HLDGS 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: 11,125 shares 11,125$32.2K<0.01%newTimeline
PLUGPLUG PWR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,311 shares; 2024Q4: not reported; 2025Q1: 10,543 shares; 2025Q2: 10,471 shares; 2025Q3: not reported; 2025Q4: 15,129 shares 15,129$29.8K<0.01%newTimeline
AUTLAUTOLUS THERAPEUTICS 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: not reported; 2025Q4: 13,885 shares 13,885$27.6K<0.01%newTimeline
YIBOPLANET IMAGE INTL 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: not reported; 2025Q4: 24,351 shares 24,351$23.1K<0.01%newTimeline
POWWOUTDOOR HOLDING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,550 shares; 2024Q4: 14,980 shares; 2025Q1: 10,780 shares; 2025Q2: 11,640 shares; 2025Q3: 11,836 shares; 2025Q4: 11,833 shares 11,833$20.2K<0.01%-3Timeline
DSXDIANA SHIPPING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,062 shares; 2025Q3: 10,115 shares; 2025Q4: 10,173 shares 10,173$16.9K<0.01%+58Timeline
MCHXMARCHEX 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: 10,000 shares; 2025Q4: 10,000 shares 10,000$16.6K<0.01%0Timeline
PMVPPMV PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,273 shares; 2024Q4: 12,514 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares 12,500$15.6K<0.01%0Timeline
HUMAHUMACYTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,492 shares; 2025Q2: 24,249 shares; 2025Q3: 36,240 shares; 2025Q4: 14,500 shares 14,500$13.9K<0.01%-21,740Timeline
CTMCASTELLUM 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: 15,941 shares; 2025Q4: 12,835 shares 12,835$11.6K<0.01%-3,106Timeline
FFAIFARADAY FUTURE INTLGT ELEC IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,719 shares; 2025Q2: 10,719 shares; 2025Q3: 10,569 shares; 2025Q4: 10,569 shares 10,569$10.8K<0.01%0Timeline
CRDLCARDIOL 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: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000$9.54K<0.01%0Timeline
AKTXAKARI THERAPEUTICS PLC SPONSORQuarterly 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: 10,887 shares; 2025Q4: 17,075 shares 17,075$4.93K<0.01%+6,188Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
FBTFIRST TR EXCHANGE-TRADED FD29,611$5.31Mshares
PPHVANECK ETF TRUST55,078$4.98Mshares
HIMSHIMS & HERS HEALTH INC52,721$2.99Mshares
LXPLXP INDUSTRIAL TRUST183,718$1.65Mshares
ADMAADMA BIOLOGICS INC109,584$1.61Mshares
CAVACAVA GROUP INC25,643$1.55Mshares
CLMBCLIMB GLOBAL SOLUTIONS INC11,128$1.5Mshares
CALMCAL MAINE FOODS INC14,001$1.32Mshares
SKWDSKYWARD SPECIALTY INS GROUP19,387$922Kshares
KRTKARAT PACKAGING INC35,690$900Kshares
RRYDER SYS INC4,555$859Kshares
TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADR11,742$701Kshares
TOSTTOAST INC18,116$661Kshares
CENTCENTRAL GARDEN & PET CO20,000$653Kshares
CCBGCAPITAL CITY BANK14,721$615Kshares
KKELLANOVA6,882$564Kshares
UNILEVER PLCUNILEVER PLC9,189$545Kshares
SOCSABLE OFFSHORE CORP27,274$476Kshares
IBTGISHARES TR19,993$459Kshares
IAINNOVATIVE SOLUTIONS & SUPPO34,530$431Kshares
RLIRLI CORP5,720$373Kshares
CSGPCOSTAR GROUP INC3,716$314Kshares
CHWYCHEWY INC7,209$292Kshares
DOCUDOCUSIGN INC3,877$279Kshares
TOTLSSGA ACTIVE ETF TR6,842$278Kshares
GMEGAMESTOP CORP10,106$276Kshares
RACEFERRARI N V557$270Kshares
MOSMOSAIC CO7,753$269Kshares
ALEALLETE INC3,772$250Kshares
DXCMDEXCOM INC3,620$244Kshares
ZZILLOW GROUP INC3,141$242Kshares
DOCSDOXIMITY INC3,305$242Kshares
GLDMWORLD GOLD TR3,058$234Kshares
LEUCENTRUS ENERGY CORP747$232Kshares
BLDRBUILDERS FIRSTSOURCE INC1,885$229Kshares
HODLVANECK BITCOIN ETF6,916$224Kshares
CPNGCOUPANG INC6,708$216Kshares
EQHEQUITABLE HLDGS INC4,225$215Kshares
GSYINVESCO ACTIVELY MANAGED EXC4,239$213Kshares
HROWHARROW INC4,355$210Kshares
PINSPINTEREST INC6,482$209Kshares
BLOKAMPLIFY ETF TR3,078$206Kshares
CAGCONAGRA BRANDS INC11,257$206Kshares
LIILENNOX INTL INC389$206Kshares
ALABASTERA LABS INC1,042$204Kshares
AVAVAEROVIRONMENT INC647$204Kshares
MARAMARA HOLDINGS INC11,127$203Kshares
MUSAMURPHY USA INC520$202Kshares
HEIHEICO CORP NEW624$201Kshares
BMNRBITMINE IMMERSION TECHS INC3,876$201Kshares
HDSNHUDSON TECHNOLOGIES INC12,786$127Kshares
ENVXENOVIX CORPORATION10,997$110Kshares
BTGB2GOLD CORP20,404$101Kshares
KGEIKOLIBRI GLOBAL ENERGY INC15,690$87.1Kshares
Bitcoin Depot IncBitcoin Depot Inc25,246$84.8Kshares
OPENOPENDOOR TECHNOLOGIES INC10,495$83.6Kshares
FCELFUELCELL ENERGY INC10,270$80.1Kshares
NOKNOKIA CORP12,289$59.1Kshares
AGLAGILON HEALTH INC COM (DE)37,534$38.7Kshares
FORAFORIAN INC15,215$34.2Kshares
INMBINMUNE BIO INC14,500$30Kshares
TILRAY INCTILRAY INC10,712$18.5Kshares
WYHGWING YIP FOOD CHINA HLDGS GR11,880$15.3Kshares
NAMIJINXIN TECHNOLOGY HLDG CO12,105$12.3Kshares

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 0001062993-26-000608 base2026-02-04acceptance time not in the bulk data set