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JONES FINANCIAL COMPANIES LLLP

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13F filer, CIK 815917, DES PERES, MO

JONES FINANCIAL COMPANIES LLLP reported $164,022,663,265 across 4,419 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 59.93% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001193125-26-053658

Period
2025-12-31
Reported value
$164B
Holdings
4,419
Top 10 weight
59.93%
New
457
Sold out
262

Part of the filer group JONES FINANCIAL COMPANIES LLLP

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VUGadded+4,166,873$2.03B
SCZadded+23,794,915$1.84B
IEMGadded+16,649,206$1.12B
AVDVadded+11,889,430$1.12B
USHYadded+26,243,810$981M

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
AGGreduced-5,358,824-$535M
VOreduced-1,519,725-$441M
IWPreduced-845,763-$116M
VTWOreduced-1,112,664-$111M
EFAreduced-676,980-$65M

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 0001193125-26-053658, largest first. % of portfolio is the value over $164,022,663,265, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ATIATI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,297 shares; 2024Q4: 10,571 shares; 2025Q1: 11,257 shares; 2025Q2: 12,211 shares; 2025Q3: 14,040 shares; 2025Q4: 15,619 shares 15,619$1.79M<0.01%+1,579Timeline
PFGPRINCIPAL FINANCIAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,430 shares; 2024Q4: 11,161 shares; 2025Q1: 14,579 shares; 2025Q2: 17,861 shares; 2025Q3: 18,660 shares; 2025Q4: 20,313 shares 20,313$1.79M<0.01%+1,653Timeline
ONONON HLDG AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,894 shares; 2024Q4: 17,181 shares; 2025Q1: 21,473 shares; 2025Q2: 21,543 shares; 2025Q3: 21,960 shares; 2025Q4: 38,497 shares 38,497$1.79M<0.01%+16,537Timeline
PVHPVH CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377 shares; 2024Q4: 471 shares; 2025Q1: 479 shares; 2025Q2: 1,047 shares; 2025Q3: 3,456 shares; 2025Q4: 26,634 shares 26,634$1.79M<0.01%+23,178Timeline
MLMMARTIN MARIETTA MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 792 shares; 2024Q4: 1,178 shares; 2025Q1: 1,751 shares; 2025Q2: 2,137 shares; 2025Q3: 2,599 shares; 2025Q4: 2,863 shares 2,863$1.78M<0.01%+264Timeline
MUFGMITSUBISHI UFJ FINANCIAL GROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,640 shares; 2024Q4: 20,905 shares; 2025Q1: 24,564 shares; 2025Q2: 48,080 shares; 2025Q3: 78,951 shares; 2025Q4: 112,137 shares 112,137$1.78M<0.01%+33,186Timeline
JPINJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,571 shares; 2024Q4: 10,277 shares; 2025Q1: 14,863 shares; 2025Q2: 16,980 shares; 2025Q3: 22,660 shares; 2025Q4: 26,063 shares 26,063$1.78M<0.01%+3,403Timeline
GHGUARDANT HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,879 shares; 2024Q4: 2,696 shares; 2025Q1: 4,791 shares; 2025Q2: 8,132 shares; 2025Q3: 15,251 shares; 2025Q4: 17,379 shares 17,379$1.78M<0.01%+2,128Timeline
IGFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,337 shares; 2024Q4: 3,443 shares; 2025Q1: 4,707 shares; 2025Q2: 6,125 shares; 2025Q3: 23,494 shares; 2025Q4: 28,870 shares 28,870$1.77M<0.01%+5,376Timeline
AIGAMERICAN INTL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,222 shares; 2024Q4: 12,690 shares; 2025Q1: 13,618 shares; 2025Q2: 15,960 shares; 2025Q3: 18,678 shares; 2025Q4: 20,628 shares 20,628$1.76M<0.01%+1,950Timeline
CMBSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,983 shares; 2024Q4: 10,819 shares; 2025Q1: 11,977 shares; 2025Q2: 14,627 shares; 2025Q3: 22,899 shares; 2025Q4: 35,901 shares 35,901$1.76M<0.01%+13,002Timeline
EXCEXELON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,431 shares; 2024Q4: 13,399 shares; 2025Q1: 17,267 shares; 2025Q2: 19,423 shares; 2025Q3: 29,438 shares; 2025Q4: 40,380 shares 40,380$1.76M<0.01%+10,942Timeline
PNFPPINNACLE FINANCIAL PARTNERSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,933 shares; 2024Q4: 2,099 shares; 2025Q1: 2,371 shares; 2025Q2: 2,687 shares; 2025Q3: 18,419 shares; 2025Q4: 18,419 shares 18,419$1.76M<0.01%0Timeline
ZIONZIONS BANCORPORATION NATL ASQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,440 shares; 2024Q4: 6,666 shares; 2025Q1: 7,828 shares; 2025Q2: 12,797 shares; 2025Q3: 22,161 shares; 2025Q4: 29,931 shares 29,931$1.75M<0.01%+7,770Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,011 shares; 2024Q4: 7,166 shares; 2025Q1: 6,353 shares; 2025Q2: 11,072 shares; 2025Q3: 12,465 shares; 2025Q4: 12,907 shares 12,907$1.75M<0.01%+442Timeline
OALCUNIFIED SER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 370 shares; 2025Q2: 5,125 shares; 2025Q3: 22,077 shares; 2025Q4: 48,941 shares 48,941$1.73M<0.01%+26,864Timeline
KSSKOHLS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,131 shares; 2024Q4: 45,916 shares; 2025Q1: 53,973 shares; 2025Q2: 71,772 shares; 2025Q3: 76,143 shares; 2025Q4: 84,955 shares 84,955$1.73M<0.01%+8,812Timeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 774 shares; 2024Q4: 1,215 shares; 2025Q1: 1,536 shares; 2025Q2: 3,911 shares; 2025Q3: 6,115 shares; 2025Q4: 7,677 shares 7,677$1.73M<0.01%+1,562Timeline
CINFCINCINNATI FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,809 shares; 2024Q4: 5,173 shares; 2025Q1: 5,253 shares; 2025Q2: 10,088 shares; 2025Q3: 10,423 shares; 2025Q4: 10,595 shares 10,595$1.73M<0.01%+172Timeline
IBDWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,185 shares; 2024Q4: 12,472 shares; 2025Q1: 26,687 shares; 2025Q2: 33,605 shares; 2025Q3: 57,747 shares; 2025Q4: 81,474 shares 81,474$1.72M<0.01%+23,727Timeline
MNSTMONSTER BEVERAGE CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,099 shares; 2024Q4: 3,053 shares; 2025Q1: 4,905 shares; 2025Q2: 12,412 shares; 2025Q3: 24,237 shares; 2025Q4: 22,472 shares 22,472$1.72M<0.01%-1,765Timeline
HACKAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,040 shares; 2025Q1: 8,623 shares; 2025Q2: 10,761 shares; 2025Q3: 16,996 shares; 2025Q4: 21,415 shares 21,415$1.72M<0.01%+4,419Timeline
DLSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,296 shares; 2024Q4: 18,884 shares; 2025Q1: 19,346 shares; 2025Q2: 19,838 shares; 2025Q3: 20,040 shares; 2025Q4: 21,190 shares 21,190$1.72M<0.01%+1,150Timeline
CMCANADIAN IMPERIAL BANK OF COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,675 shares; 2024Q4: 14,550 shares; 2025Q1: 16,216 shares; 2025Q2: 16,607 shares; 2025Q3: 17,810 shares; 2025Q4: 18,922 shares 18,922$1.71M<0.01%+1,112Timeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,192 shares; 2024Q4: 16,418 shares; 2025Q1: 21,689 shares; 2025Q2: 25,173 shares; 2025Q3: 25,781 shares; 2025Q4: 26,821 shares 26,821$1.71M<0.01%+1,040Timeline
PNQIINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,603 shares; 2024Q4: 19,211 shares; 2025Q1: 21,779 shares; 2025Q2: 25,513 shares; 2025Q3: 30,358 shares; 2025Q4: 31,542 shares 31,542$1.7M<0.01%+1,184Timeline
BMOBANK OF MONTREALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,331 shares; 2024Q4: 7,833 shares; 2025Q1: 8,432 shares; 2025Q2: 10,010 shares; 2025Q3: 10,846 shares; 2025Q4: 13,039 shares 13,039$1.69M<0.01%+2,193Timeline
EFXEQUIFAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,614 shares; 2024Q4: 3,026 shares; 2025Q1: 3,155 shares; 2025Q2: 3,150 shares; 2025Q3: 4,951 shares; 2025Q4: 7,792 shares 7,792$1.69M<0.01%+2,841Timeline
ETSYETSY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,941 shares; 2024Q4: 10,793 shares; 2025Q1: 20,347 shares; 2025Q2: 18,265 shares; 2025Q3: 20,371 shares; 2025Q4: 30,408 shares 30,408$1.69M<0.01%+10,037Timeline
NRGNRG ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 982 shares; 2024Q4: 1,817 shares; 2025Q1: 3,139 shares; 2025Q2: 7,153 shares; 2025Q3: 9,464 shares; 2025Q4: 10,575 shares 10,575$1.68M<0.01%+1,111Timeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,564 shares; 2024Q4: 14,039 shares; 2025Q1: 13,748 shares; 2025Q2: 13,860 shares; 2025Q3: 15,788 shares; 2025Q4: 20,577 shares 20,577$1.67M<0.01%+4,789Timeline
HEWJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,013 shares; 2024Q4: 40,609 shares; 2025Q1: 57,855 shares; 2025Q2: 53,713 shares; 2025Q3: 32,729 shares; 2025Q4: 31,640 shares 31,640$1.67M<0.01%-1,089Timeline
HPEHEWLETT PACKARD ENTERPRISE CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,129 shares; 2024Q4: 11,053 shares; 2025Q1: 25,283 shares; 2025Q2: 42,820 shares; 2025Q3: 53,752 shares; 2025Q4: 69,376 shares 69,376$1.67M<0.01%+15,624Timeline
IWCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,630 shares; 2024Q4: 7,850 shares; 2025Q1: 7,738 shares; 2025Q2: 8,462 shares; 2025Q3: 9,974 shares; 2025Q4: 10,557 shares 10,557$1.66M<0.01%+583Timeline
UGIUGI CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,874 shares; 2024Q4: 2,732 shares; 2025Q1: 2,251 shares; 2025Q2: 7,133 shares; 2025Q3: 16,638 shares; 2025Q4: 44,426 shares 44,426$1.66M<0.01%+27,788Timeline
FTAFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,172 shares; 2024Q4: 4,713 shares; 2025Q1: 6,643 shares; 2025Q2: 8,714 shares; 2025Q3: 15,443 shares; 2025Q4: 19,217 shares 19,217$1.66M<0.01%+3,774Timeline
VRPINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,585 shares; 2024Q4: 28,745 shares; 2025Q1: 32,128 shares; 2025Q2: 44,156 shares; 2025Q3: 61,422 shares; 2025Q4: 67,908 shares 67,908$1.65M<0.01%+6,486Timeline
DWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,730 shares; 2024Q4: 29,275 shares; 2025Q1: 32,723 shares; 2025Q2: 32,524 shares; 2025Q3: 35,639 shares; 2025Q4: 37,589 shares 37,589$1.65M<0.01%+1,950Timeline
FLXRTCW 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: 3,179 shares; 2025Q2: 8,279 shares; 2025Q3: 19,399 shares; 2025Q4: 41,519 shares 41,519$1.64M<0.01%+22,120Timeline
ITBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,933 shares; 2024Q4: 14,258 shares; 2025Q1: 13,466 shares; 2025Q2: 13,619 shares; 2025Q3: 17,080 shares; 2025Q4: 17,065 shares 17,065$1.64M<0.01%-15Timeline
TUTELUS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,734 shares; 2024Q4: 48,244 shares; 2025Q1: 91,307 shares; 2025Q2: 107,665 shares; 2025Q3: 126,185 shares; 2025Q4: 124,468 shares 124,468$1.64M<0.01%-1,717Timeline
FICOFAIR ISAAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 132 shares; 2025Q1: 385 shares; 2025Q2: 754 shares; 2025Q3: 710 shares; 2025Q4: 967 shares 967$1.63M<0.01%+257Timeline
HBANHUNTINGTON BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,972 shares; 2024Q4: 36,359 shares; 2025Q1: 54,272 shares; 2025Q2: 67,880 shares; 2025Q3: 76,349 shares; 2025Q4: 94,001 shares 94,001$1.63M<0.01%+17,652Timeline
FNXFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,090 shares; 2024Q4: 10,458 shares; 2025Q1: 9,835 shares; 2025Q2: 11,161 shares; 2025Q3: 12,678 shares; 2025Q4: 12,932 shares 12,932$1.63M<0.01%+254Timeline
PPLPPL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,970 shares; 2024Q4: 16,293 shares; 2025Q1: 19,952 shares; 2025Q2: 22,638 shares; 2025Q3: 27,390 shares; 2025Q4: 46,506 shares 46,506$1.63M<0.01%+19,116Timeline
EZUISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,007 shares; 2024Q4: 4,632 shares; 2025Q1: 6,842 shares; 2025Q2: 18,164 shares; 2025Q3: 22,465 shares; 2025Q4: 25,313 shares 25,313$1.62M<0.01%+2,848Timeline
SLSSELLAS LIFE SCIENCES GROUP IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374 shares; 2024Q4: 374 shares; 2025Q1: 374 shares; 2025Q2: 374 shares; 2025Q3: 374 shares; 2025Q4: 429,243 shares 429,243$1.62M<0.01%+428,869Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,414 shares; 2024Q4: 1,926 shares; 2025Q1: 2,936 shares; 2025Q2: 3,622 shares; 2025Q3: 5,496 shares; 2025Q4: 7,122 shares 7,122$1.61M<0.01%+1,626Timeline
CTRACOTERRA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,709 shares; 2024Q4: 75,032 shares; 2025Q1: 105,654 shares; 2025Q2: 119,821 shares; 2025Q3: 85,503 shares; 2025Q4: 61,054 shares 61,054$1.61M<0.01%-24,449Timeline
LHLABCORP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,036 shares; 2024Q4: 2,620 shares; 2025Q1: 3,514 shares; 2025Q2: 4,473 shares; 2025Q3: 4,825 shares; 2025Q4: 6,405 shares 6,405$1.61M<0.01%+1,580Timeline
PSDMPGIM 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: 10,580 shares; 2025Q4: 31,149 shares 31,149$1.6M<0.01%+20,569Timeline
XYLXYLEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,303 shares; 2024Q4: 3,623 shares; 2025Q1: 4,035 shares; 2025Q2: 4,380 shares; 2025Q3: 6,059 shares; 2025Q4: 11,713 shares 11,713$1.6M<0.01%+5,654Timeline
CRBNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 686 shares; 2024Q4: 1,731 shares; 2025Q1: 4,321 shares; 2025Q2: 5,448 shares; 2025Q3: 6,455 shares; 2025Q4: 6,918 shares 6,918$1.59M<0.01%+463Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,203 shares; 2024Q4: 12,299 shares; 2025Q1: 51,947 shares; 2025Q2: 55,722 shares; 2025Q3: 59,455 shares; 2025Q4: 60,093 shares 60,093$1.59M<0.01%+638Timeline
CATHGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,305 shares; 2024Q4: 5,257 shares; 2025Q1: 6,631 shares; 2025Q2: 9,461 shares; 2025Q3: 10,869 shares; 2025Q4: 19,307 shares 19,307$1.59M<0.01%+8,438Timeline
FCOMFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,170 shares; 2024Q4: 10,979 shares; 2025Q1: 13,632 shares; 2025Q2: 13,903 shares; 2025Q3: 18,082 shares; 2025Q4: 21,649 shares 21,649$1.59M<0.01%+3,567Timeline
EPIWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,951 shares; 2024Q4: 11,874 shares; 2025Q1: 17,757 shares; 2025Q2: 28,523 shares; 2025Q3: 28,876 shares; 2025Q4: 34,056 shares 34,056$1.58M<0.01%+5,180Timeline
XSVMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,605 shares; 2024Q4: 22,702 shares; 2025Q1: 32,272 shares; 2025Q2: 35,711 shares; 2025Q3: 35,497 shares; 2025Q4: 27,499 shares 27,499$1.57M<0.01%-7,998Timeline
STRLSTERLING INFRASTRUCTURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,109 shares; 2024Q4: 2,227 shares; 2025Q1: 2,775 shares; 2025Q2: 2,952 shares; 2025Q3: 4,143 shares; 2025Q4: 5,123 shares 5,123$1.57M<0.01%+980Timeline
JHMBJOHN HANCOCK EXCHANGE TRADEDQuarterly 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: 13,015 shares; 2025Q4: 70,556 shares 70,556$1.56M<0.01%+57,541Timeline
SAPSAP SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 745 shares; 2024Q4: 1,568 shares; 2025Q1: 2,209 shares; 2025Q2: 3,649 shares; 2025Q3: 4,997 shares; 2025Q4: 6,435 shares 6,435$1.56M<0.01%+1,438Timeline
HEIHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,814 shares; 2024Q4: 3,499 shares; 2025Q1: 4,221 shares; 2025Q2: 4,438 shares; 2025Q3: 4,698 shares; 2025Q4: 4,811 shares 4,811$1.56M<0.01%+113Timeline
ITMVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,961 shares; 2024Q4: 17,143 shares; 2025Q1: 27,159 shares; 2025Q2: 26,144 shares; 2025Q3: 29,873 shares; 2025Q4: 32,941 shares 32,941$1.55M<0.01%+3,068Timeline
TEMTEMPUS AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 216 shares; 2025Q1: 9,721 shares; 2025Q2: 16,085 shares; 2025Q3: 19,276 shares; 2025Q4: 26,242 shares 26,242$1.55M<0.01%+6,966Timeline
IQDFFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,580 shares; 2024Q4: 37,574 shares; 2025Q1: 41,492 shares; 2025Q2: 49,396 shares; 2025Q3: 50,562 shares; 2025Q4: 50,933 shares 50,933$1.55M<0.01%+371Timeline
HIOWESTERN ASSET HIGH INCOME OPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,242 shares; 2024Q4: 168,876 shares; 2025Q1: 217,388 shares; 2025Q2: 258,298 shares; 2025Q3: 319,730 shares; 2025Q4: 417,109 shares 417,109$1.55M<0.01%+97,379Timeline
PFIGINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,392 shares; 2024Q4: 25,806 shares; 2025Q1: 51,006 shares; 2025Q2: 51,618 shares; 2025Q3: 55,691 shares; 2025Q4: 63,621 shares 63,621$1.55M<0.01%+7,930Timeline
HASHASBRO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,485 shares; 2024Q4: 9,911 shares; 2025Q1: 9,641 shares; 2025Q2: 7,791 shares; 2025Q3: 10,009 shares; 2025Q4: 18,734 shares 18,734$1.54M<0.01%+8,725Timeline
GWWWW GRAINGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 631 shares; 2024Q4: 1,018 shares; 2025Q1: 1,053 shares; 2025Q2: 1,167 shares; 2025Q3: 1,395 shares; 2025Q4: 1,514 shares 1,514$1.53M<0.01%+119Timeline
ONEYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 597 shares; 2024Q4: 5,340 shares; 2025Q1: 7,389 shares; 2025Q2: 9,502 shares; 2025Q3: 13,325 shares; 2025Q4: 13,411 shares 13,411$1.52M<0.01%+86Timeline
EQLALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,129 shares; 2024Q4: 1,538 shares; 2025Q1: 2,596 shares; 2025Q2: 13,718 shares; 2025Q3: 20,378 shares; 2025Q4: 32,731 shares 32,731$1.52M<0.01%+12,353Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,647 shares; 2024Q4: 3,060 shares; 2025Q1: 3,605 shares; 2025Q2: 4,472 shares; 2025Q3: 4,881 shares; 2025Q4: 7,061 shares 7,061$1.52M<0.01%+2,180Timeline
INVESCO S&P 500 EX-RATE SENSINVESCO S&P 500 EX-RATE SENSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,259 shares; 2024Q4: 18,897 shares; 2025Q1: 27,934 shares; 2025Q2: 29,043 shares; 2025Q3: 29,048 shares; 2025Q4: 28,051 shares 28,051$1.52M<0.01%-997
CNCCENTENE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,993 shares; 2024Q4: 7,948 shares; 2025Q1: 9,189 shares; 2025Q2: 8,813 shares; 2025Q3: 28,441 shares; 2025Q4: 36,810 shares 36,810$1.51M<0.01%+8,369Timeline
JOBYJOBY AVIATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,835 shares; 2024Q4: 8,703 shares; 2025Q1: 27,010 shares; 2025Q2: 41,155 shares; 2025Q3: 85,487 shares; 2025Q4: 114,329 shares 114,329$1.51M<0.01%+28,842Timeline
ALABASTERA LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 136 shares; 2025Q1: 1,043 shares; 2025Q2: 1,950 shares; 2025Q3: 3,692 shares; 2025Q4: 8,976 shares 8,976$1.49M<0.01%+5,284Timeline
HALHALLIBURTON COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,950 shares; 2024Q4: 24,659 shares; 2025Q1: 31,236 shares; 2025Q2: 38,950 shares; 2025Q3: 43,461 shares; 2025Q4: 52,598 shares 52,598$1.49M<0.01%+9,137Timeline
HIGHARTFORD INSURANCE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,119 shares; 2024Q4: 4,378 shares; 2025Q1: 5,320 shares; 2025Q2: 8,391 shares; 2025Q3: 11,506 shares; 2025Q4: 10,771 shares 10,771$1.48M<0.01%-735Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,351 shares; 2024Q4: 17,105 shares; 2025Q1: 33,923 shares; 2025Q2: 50,802 shares; 2025Q3: 66,592 shares; 2025Q4: 88,456 shares 88,456$1.48M<0.01%+21,864Timeline
TELTE CONNECTIVITY PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,305 shares; 2025Q1: 3,997 shares; 2025Q2: 4,988 shares; 2025Q3: 5,525 shares; 2025Q4: 6,487 shares 6,487$1.48M<0.01%+962Timeline
TFISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 839 shares; 2024Q4: 1,198 shares; 2025Q1: 2,532 shares; 2025Q2: 4,240 shares; 2025Q3: 30,631 shares; 2025Q4: 32,218 shares 32,218$1.47M<0.01%+1,587Timeline
BWXTBWX TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,377 shares; 2024Q4: 1,825 shares; 2025Q1: 2,866 shares; 2025Q2: 4,228 shares; 2025Q3: 7,050 shares; 2025Q4: 8,520 shares 8,520$1.47M<0.01%+1,470Timeline
RSPHINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,242 shares; 2024Q4: 22,851 shares; 2025Q1: 34,443 shares; 2025Q2: 43,100 shares; 2025Q3: 40,304 shares; 2025Q4: 46,048 shares 46,048$1.47M<0.01%+5,744Timeline
FDVFEDERATED HERMES 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: 7,645 shares; 2025Q3: 36,946 shares; 2025Q4: 51,003 shares 51,003$1.46M<0.01%+14,057Timeline
XSHQINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,721 shares; 2025Q2: 18,195 shares; 2025Q3: 28,064 shares; 2025Q4: 34,647 shares 34,647$1.46M<0.01%+6,583Timeline
CBRECBRE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,653 shares; 2024Q4: 4,610 shares; 2025Q1: 4,577 shares; 2025Q2: 5,078 shares; 2025Q3: 7,109 shares; 2025Q4: 9,066 shares 9,066$1.46M<0.01%+1,957Timeline
IXJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,523 shares; 2024Q4: 7,401 shares; 2025Q1: 8,711 shares; 2025Q2: 10,744 shares; 2025Q3: 12,516 shares; 2025Q4: 14,860 shares 14,860$1.45M<0.01%+2,344Timeline
XYZBLOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,065 shares; 2024Q4: 14,875 shares; 2025Q1: 23,401 shares; 2025Q2: 21,016 shares; 2025Q3: 21,183 shares; 2025Q4: 22,188 shares 22,188$1.44M<0.01%+1,005Timeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 337 shares; 2024Q4: 1,780 shares; 2025Q1: 2,639 shares; 2025Q2: 4,308 shares; 2025Q3: 4,522 shares; 2025Q4: 5,639 shares 5,639$1.44M<0.01%+1,117Timeline
XNTKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 780 shares; 2024Q4: 949 shares; 2025Q1: 1,540 shares; 2025Q2: 2,784 shares; 2025Q3: 3,914 shares; 2025Q4: 5,187 shares 5,187$1.44M<0.01%+1,273Timeline
EAGL2023 ETF 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: 1,703 shares; 2025Q2: 25,289 shares; 2025Q3: 36,397 shares; 2025Q4: 44,177 shares 44,177$1.43M<0.01%+7,780Timeline
IDCCINTERDIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 89 shares; 2025Q1: 129 shares; 2025Q2: 499 shares; 2025Q3: 951 shares; 2025Q4: 4,490 shares 4,490$1.43M<0.01%+3,539Timeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,011 shares; 2024Q4: 8,121 shares; 2025Q1: 10,339 shares; 2025Q2: 11,014 shares; 2025Q3: 13,150 shares; 2025Q4: 16,392 shares 16,392$1.43M<0.01%+3,242Timeline
URTHISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 941 shares; 2024Q4: 1,191 shares; 2025Q1: 1,812 shares; 2025Q2: 3,108 shares; 2025Q3: 5,059 shares; 2025Q4: 7,648 shares 7,648$1.42M<0.01%+2,589Timeline
DOCUDOCUSIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,485 shares; 2024Q4: 20,486 shares; 2025Q1: 17,206 shares; 2025Q2: 14,265 shares; 2025Q3: 15,482 shares; 2025Q4: 20,743 shares 20,743$1.42M<0.01%+5,261Timeline
FNCLFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,251 shares; 2024Q4: 5,892 shares; 2025Q1: 8,686 shares; 2025Q2: 12,843 shares; 2025Q3: 17,319 shares; 2025Q4: 18,193 shares 18,193$1.41M<0.01%+874Timeline
SMMUPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,040 shares; 2024Q4: 11,162 shares; 2025Q1: 14,280 shares; 2025Q2: 22,253 shares; 2025Q3: 23,404 shares; 2025Q4: 27,913 shares 27,913$1.41M<0.01%+4,509Timeline
CELHCELSIUS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,234 shares; 2024Q4: 17,350 shares; 2025Q1: 24,486 shares; 2025Q2: 25,820 shares; 2025Q3: 25,361 shares; 2025Q4: 30,728 shares 30,728$1.41M<0.01%+5,367Timeline
VRSKVERISK ANALYTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,873 shares; 2024Q4: 11,872 shares; 2025Q1: 12,233 shares; 2025Q2: 7,260 shares; 2025Q3: 7,402 shares; 2025Q4: 6,269 shares 6,269$1.4M<0.01%-1,133Timeline
USIGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,643 shares; 2024Q4: 5,384 shares; 2025Q1: 10,595 shares; 2025Q2: 12,737 shares; 2025Q3: 18,904 shares; 2025Q4: 27,053 shares 27,053$1.4M<0.01%+8,149Timeline
SPSBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,012 shares; 2024Q4: 22,759 shares; 2025Q1: 32,800 shares; 2025Q2: 39,105 shares; 2025Q3: 42,258 shares; 2025Q4: 46,314 shares 46,314$1.4M<0.01%+4,056Timeline
KMXCARMAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,815 shares; 2024Q4: 5,211 shares; 2025Q1: 4,516 shares; 2025Q2: 5,938 shares; 2025Q3: 23,362 shares; 2025Q4: 36,100 shares 36,100$1.39M<0.01%+12,738Timeline
OUSAALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,233 shares; 2024Q4: 2,925 shares; 2025Q1: 10,455 shares; 2025Q2: 17,823 shares; 2025Q3: 20,072 shares; 2025Q4: 24,121 shares 24,121$1.39M<0.01%+4,049Timeline
MDBMONGODB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 607 shares; 2024Q4: 1,020 shares; 2025Q1: 1,855 shares; 2025Q2: 2,441 shares; 2025Q3: 2,441 shares; 2025Q4: 3,309 shares 3,309$1.39M<0.01%+868Timeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,153 shares; 2024Q4: 6,633 shares; 2025Q1: 7,627 shares; 2025Q2: 7,586 shares; 2025Q3: 9,022 shares; 2025Q4: 10,210 shares 10,210$1.39M<0.01%+1,188Timeline
TBBKBANCORP INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,963 shares; 2024Q4: 6,934 shares; 2025Q1: 8,762 shares; 2025Q2: 18,568 shares; 2025Q3: 20,542 shares; 2025Q4: 20,429 shares 20,429$1.38M<0.01%-113Timeline
BSMSINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,750 shares; 2024Q4: 5,850 shares; 2025Q1: 15,121 shares; 2025Q2: 23,899 shares; 2025Q3: 38,014 shares; 2025Q4: 58,549 shares 58,549$1.38M<0.01%+20,535Timeline
RSPNINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,033 shares; 2024Q4: 8,150 shares; 2025Q1: 10,103 shares; 2025Q2: 16,089 shares; 2025Q3: 18,834 shares; 2025Q4: 24,239 shares 24,239$1.37M<0.01%+5,405Timeline
AFRMAFFIRM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,243 shares; 2024Q4: 1,368 shares; 2025Q1: 3,147 shares; 2025Q2: 5,897 shares; 2025Q3: 11,067 shares; 2025Q4: 18,373 shares 18,373$1.37M<0.01%+7,306Timeline
WSMWILLIAMS SONOMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,683 shares; 2024Q4: 3,905 shares; 2025Q1: 4,800 shares; 2025Q2: 5,177 shares; 2025Q3: 6,624 shares; 2025Q4: 7,637 shares 7,637$1.36M<0.01%+1,013Timeline
BIDUBAIDU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,157 shares; 2024Q4: 4,159 shares; 2025Q1: 6,276 shares; 2025Q2: 8,337 shares; 2025Q3: 10,363 shares; 2025Q4: 10,391 shares 10,391$1.36M<0.01%+28Timeline
CNPCENTERPOINT ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,385 shares; 2024Q4: 13,195 shares; 2025Q1: 21,701 shares; 2025Q2: 26,835 shares; 2025Q3: 30,238 shares; 2025Q4: 35,295 shares 35,295$1.35M<0.01%+5,057Timeline
PGHYINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,801 shares; 2024Q4: 30,459 shares; 2025Q1: 54,877 shares; 2025Q2: 63,575 shares; 2025Q3: 70,642 shares; 2025Q4: 68,013 shares 68,013$1.35M<0.01%-2,629Timeline
STLDSTEEL DYNAMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,675 shares; 2024Q4: 3,794 shares; 2025Q1: 4,925 shares; 2025Q2: 6,338 shares; 2025Q3: 6,469 shares; 2025Q4: 7,969 shares 7,969$1.35M<0.01%+1,500Timeline
PORPORTLAND GEN ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333 shares; 2024Q4: 461 shares; 2025Q1: 1,764 shares; 2025Q2: 5,508 shares; 2025Q3: 19,364 shares; 2025Q4: 28,091 shares 28,091$1.35M<0.01%+8,727Timeline
AUBATLANTIC UN BANKSHARES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,633 shares; 2024Q4: 13,993 shares; 2025Q1: 18,694 shares; 2025Q2: 28,345 shares; 2025Q3: 34,508 shares; 2025Q4: 37,945 shares 37,945$1.34M<0.01%+3,437Timeline
YUMCYUM CHINA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,908 shares; 2024Q4: 13,887 shares; 2025Q1: 16,864 shares; 2025Q2: 20,706 shares; 2025Q3: 24,252 shares; 2025Q4: 27,970 shares 27,970$1.34M<0.01%+3,718Timeline
IHFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,524 shares; 2024Q4: 24,503 shares; 2025Q1: 26,317 shares; 2025Q2: 34,040 shares; 2025Q3: 29,443 shares; 2025Q4: 27,838 shares 27,838$1.33M<0.01%-1,605Timeline
IPINTERNATIONAL PAPER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,901 shares; 2024Q4: 17,586 shares; 2025Q1: 19,973 shares; 2025Q2: 23,509 shares; 2025Q3: 25,667 shares; 2025Q4: 33,793 shares 33,793$1.33M<0.01%+8,126Timeline
DIVGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,426 shares; 2024Q4: 11,841 shares; 2025Q1: 36,840 shares; 2025Q2: 45,727 shares; 2025Q3: 53,367 shares; 2025Q4: 76,600 shares 76,600$1.33M<0.01%+23,233Timeline
IXPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,208 shares; 2024Q4: 2,161 shares; 2025Q1: 4,547 shares; 2025Q2: 7,090 shares; 2025Q3: 9,255 shares; 2025Q4: 10,928 shares 10,928$1.32M<0.01%+1,673Timeline
CHWYCHEWY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,527 shares; 2024Q4: 13,478 shares; 2025Q1: 22,727 shares; 2025Q2: 24,933 shares; 2025Q3: 28,344 shares; 2025Q4: 40,040 shares 40,040$1.32M<0.01%+11,696Timeline
BSMRINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,361 shares; 2024Q4: 10,692 shares; 2025Q1: 11,110 shares; 2025Q2: 17,241 shares; 2025Q3: 41,836 shares; 2025Q4: 55,736 shares 55,736$1.32M<0.01%+13,900Timeline
VKTXVIKING THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,933 shares; 2024Q4: 26,885 shares; 2025Q1: 42,514 shares; 2025Q2: 50,505 shares; 2025Q3: 42,123 shares; 2025Q4: 37,459 shares 37,459$1.32M<0.01%-4,664Timeline
SYLDCAMBRIA ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,185 shares; 2024Q4: 19,367 shares; 2025Q1: 21,498 shares; 2025Q2: 19,691 shares; 2025Q3: 22,647 shares; 2025Q4: 18,951 shares 18,951$1.32M<0.01%-3,696Timeline
FDISFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,327 shares; 2024Q4: 6,334 shares; 2025Q1: 9,833 shares; 2025Q2: 10,192 shares; 2025Q3: 11,957 shares; 2025Q4: 12,853 shares 12,853$1.31M<0.01%+896Timeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134 shares; 2024Q4: 254 shares; 2025Q1: 303 shares; 2025Q2: 421 shares; 2025Q3: 505 shares; 2025Q4: 608 shares 608$1.31M<0.01%+103Timeline
FRMEFIRST MERCHANTS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,287 shares; 2024Q4: 19,970 shares; 2025Q1: 24,697 shares; 2025Q2: 30,010 shares; 2025Q3: 32,669 shares; 2025Q4: 34,811 shares 34,811$1.3M<0.01%+2,142Timeline
CGUICAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,929 shares; 2025Q4: 51,518 shares 51,518$1.3M<0.01%+47,589Timeline
OHIOMEGA HEALTHCARE INVS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,954 shares; 2024Q4: 9,578 shares; 2025Q1: 12,302 shares; 2025Q2: 18,737 shares; 2025Q3: 21,269 shares; 2025Q4: 29,372 shares 29,372$1.3M<0.01%+8,103Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 893 shares; 2024Q4: 2,633 shares; 2025Q1: 3,897 shares; 2025Q2: 3,921 shares; 2025Q3: 4,390 shares; 2025Q4: 4,515 shares 4,515$1.3M<0.01%+125Timeline
QCLNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,712 shares; 2024Q4: 15,665 shares; 2025Q1: 18,040 shares; 2025Q2: 20,814 shares; 2025Q3: 23,109 shares; 2025Q4: 29,039 shares 29,039$1.29M<0.01%+5,930Timeline
XPOXPO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,990 shares; 2024Q4: 6,476 shares; 2025Q1: 7,862 shares; 2025Q2: 8,845 shares; 2025Q3: 9,266 shares; 2025Q4: 9,465 shares 9,465$1.29M<0.01%+199Timeline
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,432 shares; 2025Q1: 4,320 shares; 2025Q2: 11,233 shares; 2025Q3: 9,980 shares; 2025Q4: 26,684 shares 26,684$1.29M<0.01%+16,704Timeline
AESAES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,264 shares; 2024Q4: 15,124 shares; 2025Q1: 54,407 shares; 2025Q2: 77,077 shares; 2025Q3: 91,812 shares; 2025Q4: 89,592 shares 89,592$1.28M<0.01%-2,220Timeline
FTSLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,860 shares; 2024Q4: 8,689 shares; 2025Q1: 14,724 shares; 2025Q2: 19,335 shares; 2025Q3: 24,750 shares; 2025Q4: 27,945 shares 27,945$1.28M<0.01%+3,195Timeline
IVOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 475 shares; 2025Q1: 2,326 shares; 2025Q2: 3,818 shares; 2025Q3: 5,327 shares; 2025Q4: 11,466 shares 11,466$1.28M<0.01%+6,139Timeline
STLASTELLANTIS N.VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,887 shares; 2024Q4: 103,974 shares; 2025Q1: 130,333 shares; 2025Q2: 141,685 shares; 2025Q3: 134,524 shares; 2025Q4: 117,451 shares 117,451$1.28M<0.01%-17,073Timeline
PEGPUBLIC SVC ENTERPRISE GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,178 shares; 2024Q4: 6,034 shares; 2025Q1: 8,671 shares; 2025Q2: 10,759 shares; 2025Q3: 13,972 shares; 2025Q4: 15,898 shares 15,898$1.28M<0.01%+1,926Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,112 shares; 2024Q4: 2,835 shares; 2025Q1: 1,863 shares; 2025Q2: 1,555 shares; 2025Q3: 927 shares; 2025Q4: 7,896 shares 7,896$1.26M<0.01%+6,969Timeline
CSMDPROFESIONALLY MANAGED PORTFOQuarterly 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: 7,518 shares; 2025Q4: 39,964 shares 39,964$1.26M<0.01%+32,446Timeline
TPSCTIMOTHY PLANQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,205 shares; 2024Q4: 3,474 shares; 2025Q1: 12,035 shares; 2025Q2: 17,161 shares; 2025Q3: 16,706 shares; 2025Q4: 30,484 shares 30,484$1.26M<0.01%+13,778Timeline
TGRTT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,187 shares; 2025Q2: 16,776 shares; 2025Q3: 22,644 shares; 2025Q4: 28,516 shares 28,516$1.26M<0.01%+5,872Timeline
BBWIBATH & BODY WORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,215 shares; 2024Q4: 38,101 shares; 2025Q1: 37,826 shares; 2025Q2: 46,754 shares; 2025Q3: 43,155 shares; 2025Q4: 62,757 shares 62,757$1.26M<0.01%+19,602Timeline
FEZSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,865 shares; 2024Q4: 4,268 shares; 2025Q1: 9,688 shares; 2025Q2: 10,298 shares; 2025Q3: 11,987 shares; 2025Q4: 19,556 shares 19,556$1.26M<0.01%+7,569Timeline
AVESAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,566 shares; 2024Q4: 11,824 shares; 2025Q1: 13,569 shares; 2025Q2: 13,559 shares; 2025Q3: 17,243 shares; 2025Q4: 21,499 shares 21,499$1.25M<0.01%+4,256Timeline
RIVNRIVIAN AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,188 shares; 2024Q4: 25,202 shares; 2025Q1: 42,687 shares; 2025Q2: 57,734 shares; 2025Q3: 66,680 shares; 2025Q4: 63,565 shares 63,565$1.25M<0.01%-3,115Timeline
IHEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,704 shares; 2024Q4: 30,913 shares; 2025Q1: 29,712 shares; 2025Q2: 27,741 shares; 2025Q3: 19,377 shares; 2025Q4: 14,693 shares 14,693$1.25M<0.01%-4,684Timeline
XHBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,296 shares; 2024Q4: 5,355 shares; 2025Q1: 7,371 shares; 2025Q2: 9,007 shares; 2025Q3: 10,920 shares; 2025Q4: 12,097 shares 12,097$1.25M<0.01%+1,177Timeline
HUBSHUBSPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214 shares; 2024Q4: 302 shares; 2025Q1: 481 shares; 2025Q2: 736 shares; 2025Q3: 1,067 shares; 2025Q4: 3,092 shares 3,092$1.24M<0.01%+2,025Timeline
IETCISHARES U S 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: 40 shares; 2025Q2: 1,431 shares; 2025Q3: 6,995 shares; 2025Q4: 12,155 shares 12,155$1.23M<0.01%+5,160Timeline
IWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 811 shares; 2024Q4: 3,827 shares; 2025Q1: 10,610 shares; 2025Q2: 13,264 shares; 2025Q3: 13,200 shares; 2025Q4: 13,416 shares 13,416$1.23M<0.01%+216Timeline
ADMARCHER DANIELS MIDLAND COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,972 shares; 2024Q4: 12,037 shares; 2025Q1: 16,413 shares; 2025Q2: 18,791 shares; 2025Q3: 19,940 shares; 2025Q4: 21,355 shares 21,355$1.23M<0.01%+1,415Timeline
BNBROOKFIELD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,318 shares; 2024Q4: 8,263 shares; 2025Q1: 9,674 shares; 2025Q2: 11,452 shares; 2025Q3: 14,585 shares; 2025Q4: 26,690 shares 26,690$1.22M<0.01%+12,105Timeline
IDXXIDEXX LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 787 shares; 2024Q4: 593 shares; 2025Q1: 697 shares; 2025Q2: 1,101 shares; 2025Q3: 1,275 shares; 2025Q4: 1,810 shares 1,810$1.22M<0.01%+535Timeline
ILFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 914 shares; 2024Q4: 1,316 shares; 2025Q1: 16,378 shares; 2025Q2: 21,267 shares; 2025Q3: 64,720 shares; 2025Q4: 40,204 shares 40,204$1.22M<0.01%-24,516Timeline
ACHRARCHER AVIATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,711 shares; 2024Q4: 18,016 shares; 2025Q1: 35,805 shares; 2025Q2: 65,162 shares; 2025Q3: 104,826 shares; 2025Q4: 161,551 shares 161,551$1.21M<0.01%+56,725Timeline
INDAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,818 shares; 2024Q4: 28,464 shares; 2025Q1: 24,161 shares; 2025Q2: 26,849 shares; 2025Q3: 26,266 shares; 2025Q4: 22,377 shares 22,377$1.21M<0.01%-3,889Timeline
JBLJABIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 689 shares; 2024Q4: 1,219 shares; 2025Q1: 2,236 shares; 2025Q2: 3,587 shares; 2025Q3: 4,432 shares; 2025Q4: 5,207 shares 5,207$1.19M<0.01%+775Timeline
EUSAISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359 shares; 2024Q4: 845 shares; 2025Q1: 10,984 shares; 2025Q2: 12,407 shares; 2025Q3: 11,043 shares; 2025Q4: 11,468 shares 11,468$1.19M<0.01%+425Timeline
ROKUROKU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,097 shares; 2024Q4: 4,479 shares; 2025Q1: 6,133 shares; 2025Q2: 7,740 shares; 2025Q3: 8,955 shares; 2025Q4: 10,919 shares 10,919$1.18M<0.01%+1,964Timeline
FDMFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,348 shares; 2024Q4: 6,518 shares; 2025Q1: 9,114 shares; 2025Q2: 11,054 shares; 2025Q3: 12,843 shares; 2025Q4: 14,876 shares 14,876$1.18M<0.01%+2,033Timeline
SILGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 98 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,113 shares; 2025Q4: 14,166 shares 14,166$1.18M<0.01%+13,053Timeline
FTMUPUTNAM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 151,213 shares 151,213$1.18M<0.01%newTimeline
PBAPEMBINA PIPELINE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,341 shares; 2024Q4: 24,147 shares; 2025Q1: 26,841 shares; 2025Q2: 29,353 shares; 2025Q3: 32,502 shares; 2025Q4: 30,953 shares 30,953$1.18M<0.01%-1,549Timeline
MRNAMODERNA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,958 shares; 2024Q4: 14,841 shares; 2025Q1: 30,696 shares; 2025Q2: 44,942 shares; 2025Q3: 45,248 shares; 2025Q4: 39,751 shares 39,751$1.17M<0.01%-5,497Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,236 shares; 2024Q4: 2,152 shares; 2025Q1: 4,028 shares; 2025Q2: 5,176 shares; 2025Q3: 5,766 shares; 2025Q4: 7,868 shares 7,868$1.17M<0.01%+2,102Timeline
FIDUFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,367 shares; 2024Q4: 4,250 shares; 2025Q1: 7,020 shares; 2025Q2: 8,633 shares; 2025Q3: 10,816 shares; 2025Q4: 14,176 shares 14,176$1.17M<0.01%+3,360Timeline
CFGCITIZENS FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,134 shares; 2024Q4: 11,072 shares; 2025Q1: 12,668 shares; 2025Q2: 15,879 shares; 2025Q3: 19,421 shares; 2025Q4: 19,988 shares 19,988$1.17M<0.01%+567Timeline
SRESEMPRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,619 shares; 2024Q4: 6,905 shares; 2025Q1: 6,609 shares; 2025Q2: 7,665 shares; 2025Q3: 10,660 shares; 2025Q4: 13,135 shares 13,135$1.16M<0.01%+2,475Timeline
MLPAGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,483 shares; 2024Q4: 15,180 shares; 2025Q1: 18,815 shares; 2025Q2: 20,686 shares; 2025Q3: 21,624 shares; 2025Q4: 23,829 shares 23,829$1.15M<0.01%+2,205Timeline
BSMBLACK STONE MINERALS L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 2,000 shares; 2025Q1: 3,040 shares; 2025Q2: 2,000 shares; 2025Q3: 1,280 shares; 2025Q4: 86,280 shares 86,280$1.15M<0.01%+85,000Timeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,544 shares; 2024Q4: 4,116 shares; 2025Q1: 4,201 shares; 2025Q2: 4,355 shares; 2025Q3: 4,444 shares; 2025Q4: 4,517 shares 4,517$1.14M<0.01%+73Timeline
RSPUINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,589 shares; 2024Q4: 3,594 shares; 2025Q1: 5,302 shares; 2025Q2: 7,321 shares; 2025Q3: 10,626 shares; 2025Q4: 15,142 shares 15,142$1.13M<0.01%+4,516Timeline
GTGOODYEAR TIRE & RUBR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,251 shares; 2024Q4: 19,704 shares; 2025Q1: 18,561 shares; 2025Q2: 17,992 shares; 2025Q3: 20,960 shares; 2025Q4: 129,125 shares 129,125$1.13M<0.01%+108,165Timeline
ACWIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,358 shares; 2024Q4: 2,342 shares; 2025Q1: 2,684 shares; 2025Q2: 3,438 shares; 2025Q3: 6,131 shares; 2025Q4: 7,978 shares 7,978$1.13M<0.01%+1,847Timeline
QLTAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,915 shares; 2024Q4: 8,307 shares; 2025Q1: 8,915 shares; 2025Q2: 14,936 shares; 2025Q3: 18,412 shares; 2025Q4: 23,389 shares 23,389$1.12M<0.01%+4,977Timeline
LEUCENTRUS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 126 shares; 2025Q1: 1,321 shares; 2025Q2: 1,766 shares; 2025Q3: 2,852 shares; 2025Q4: 4,600 shares 4,600$1.12M<0.01%+1,748Timeline
INDYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,009 shares; 2024Q4: 3,557 shares; 2025Q1: 5,567 shares; 2025Q2: 12,113 shares; 2025Q3: 17,739 shares; 2025Q4: 22,610 shares 22,610$1.11M<0.01%+4,871Timeline
IAKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,647 shares; 2024Q4: 5,522 shares; 2025Q1: 5,207 shares; 2025Q2: 7,027 shares; 2025Q3: 7,681 shares; 2025Q4: 8,180 shares 8,180$1.11M<0.01%+499Timeline
CAVACAVA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 754 shares; 2024Q4: 3,599 shares; 2025Q1: 7,455 shares; 2025Q2: 10,592 shares; 2025Q3: 18,765 shares; 2025Q4: 18,924 shares 18,924$1.11M<0.01%+159Timeline
DRIDARDEN RESTAURANTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,377 shares; 2024Q4: 4,384 shares; 2025Q1: 5,087 shares; 2025Q2: 6,146 shares; 2025Q3: 6,613 shares; 2025Q4: 6,032 shares 6,032$1.11M<0.01%-581Timeline
GPCGENUINE PARTS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,832 shares; 2024Q4: 3,578 shares; 2025Q1: 4,704 shares; 2025Q2: 6,005 shares; 2025Q3: 6,610 shares; 2025Q4: 8,997 shares 8,997$1.11M<0.01%+2,387Timeline
HUMHUMANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,207 shares; 2024Q4: 2,029 shares; 2025Q1: 3,054 shares; 2025Q2: 3,670 shares; 2025Q3: 4,935 shares; 2025Q4: 4,317 shares 4,317$1.11M<0.01%-618Timeline
GOVIINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161 shares; 2024Q4: 10,184 shares; 2025Q1: 14,688 shares; 2025Q2: 19,389 shares; 2025Q3: 25,680 shares; 2025Q4: 40,081 shares 40,081$1.1M<0.01%+14,401Timeline
RGLDROYAL GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 368 shares; 2025Q1: 999 shares; 2025Q2: 2,499 shares; 2025Q3: 3,307 shares; 2025Q4: 4,946 shares 4,946$1.1M<0.01%+1,639Timeline
ONON SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,546 shares; 2024Q4: 12,155 shares; 2025Q1: 13,269 shares; 2025Q2: 16,351 shares; 2025Q3: 17,137 shares; 2025Q4: 20,241 shares 20,241$1.1M<0.01%+3,104Timeline
BEBLOOM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 674 shares; 2024Q4: 1,486 shares; 2025Q1: 2,243 shares; 2025Q2: 3,184 shares; 2025Q3: 4,621 shares; 2025Q4: 12,596 shares 12,596$1.09M<0.01%+7,975Timeline
CRHCRH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,052 shares; 2024Q4: 4,196 shares; 2025Q1: 5,790 shares; 2025Q2: 6,558 shares; 2025Q3: 7,843 shares; 2025Q4: 8,738 shares 8,738$1.09M<0.01%+895Timeline
WPCWP CAREY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,949 shares; 2024Q4: 3,099 shares; 2025Q1: 5,124 shares; 2025Q2: 9,802 shares; 2025Q3: 14,098 shares; 2025Q4: 16,925 shares 16,925$1.09M<0.01%+2,827Timeline
CNICANADIAN NATL RY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,004 shares; 2024Q4: 5,311 shares; 2025Q1: 5,854 shares; 2025Q2: 7,600 shares; 2025Q3: 9,376 shares; 2025Q4: 10,986 shares 10,986$1.09M<0.01%+1,610Timeline
ICLOINVESCO ACTIVELY MANAGED EXCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 194 shares; 2025Q4: 42,403 shares 42,403$1.08M<0.01%+42,209Timeline
HLIHOULIHAN LOKEY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,117 shares; 2024Q4: 5,638 shares; 2025Q1: 6,073 shares; 2025Q2: 5,948 shares; 2025Q3: 6,358 shares; 2025Q4: 6,197 shares 6,197$1.08M<0.01%-161Timeline
IMCBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,660 shares; 2024Q4: 3,076 shares; 2025Q1: 3,392 shares; 2025Q2: 4,402 shares; 2025Q3: 6,736 shares; 2025Q4: 13,041 shares 13,041$1.08M<0.01%+6,305Timeline
ROLROLLINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 986 shares; 2024Q4: 2,658 shares; 2025Q1: 6,691 shares; 2025Q2: 8,810 shares; 2025Q3: 17,699 shares; 2025Q4: 17,972 shares 17,972$1.08M<0.01%+273Timeline
IEURISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 495 shares; 2024Q4: 1,168 shares; 2025Q1: 4,213 shares; 2025Q2: 6,207 shares; 2025Q3: 10,199 shares; 2025Q4: 15,195 shares 15,195$1.08M<0.01%+4,996Timeline
BNSBANK NOVA SCOTIA B CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,186 shares; 2024Q4: 43,814 shares; 2025Q1: 30,528 shares; 2025Q2: 27,084 shares; 2025Q3: 21,562 shares; 2025Q4: 14,608 shares 14,608$1.08M<0.01%-6,954Timeline
DXCMDEXCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,625 shares; 2024Q4: 10,916 shares; 2025Q1: 13,048 shares; 2025Q2: 15,533 shares; 2025Q3: 16,041 shares; 2025Q4: 16,207 shares 16,207$1.08M<0.01%+166Timeline
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 667 shares; 2025Q1: 1,381 shares; 2025Q2: 2,024 shares; 2025Q3: 2,578 shares; 2025Q4: 2,411 shares 2,411$1.08M<0.01%-167
VODVODAFONE GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,403 shares; 2024Q4: 32,222 shares; 2025Q1: 47,475 shares; 2025Q2: 63,595 shares; 2025Q3: 90,800 shares; 2025Q4: 81,399 shares 81,399$1.08M<0.01%-9,401Timeline
RMDRESMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,365 shares; 2024Q4: 1,888 shares; 2025Q1: 2,133 shares; 2025Q2: 2,839 shares; 2025Q3: 2,913 shares; 2025Q4: 4,458 shares 4,458$1.07M<0.01%+1,545Timeline
EWEDWARDS LIFESCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,685 shares; 2024Q4: 8,014 shares; 2025Q1: 9,955 shares; 2025Q2: 10,574 shares; 2025Q3: 14,295 shares; 2025Q4: 12,551 shares 12,551$1.07M<0.01%-1,744Timeline
FCNCAFIRST CTZNS BANCSHARES INC DQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209 shares; 2024Q4: 247 shares; 2025Q1: 550 shares; 2025Q2: 365 shares; 2025Q3: 493 shares; 2025Q4: 496 shares 496$1.07M<0.01%+3Timeline
AOMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,532 shares; 2024Q4: 8,307 shares; 2025Q1: 12,653 shares; 2025Q2: 17,606 shares; 2025Q3: 19,857 shares; 2025Q4: 22,136 shares 22,136$1.06M<0.01%+2,279Timeline
XMVMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,669 shares; 2024Q4: 5,759 shares; 2025Q1: 7,127 shares; 2025Q2: 4,611 shares; 2025Q3: 8,678 shares; 2025Q4: 16,442 shares 16,442$1.05M<0.01%+7,764Timeline
FXRFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,531 shares; 2024Q4: 6,699 shares; 2025Q1: 8,712 shares; 2025Q2: 10,444 shares; 2025Q3: 11,955 shares; 2025Q4: 13,202 shares 13,202$1.05M<0.01%+1,247Timeline
AMTMAMENTUM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,009 shares; 2025Q1: 27,594 shares; 2025Q2: 30,156 shares; 2025Q3: 33,621 shares; 2025Q4: 36,284 shares 36,284$1.05M<0.01%+2,663Timeline
ITUBITAU UNIBANCO HLDG S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,928 shares; 2024Q4: 1,350 shares; 2025Q1: 119,962 shares; 2025Q2: 131,405 shares; 2025Q3: 135,358 shares; 2025Q4: 146,636 shares 146,636$1.05M<0.01%+11,278Timeline
IYYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 353 shares; 2024Q4: 2,600 shares; 2025Q1: 3,521 shares; 2025Q2: 3,178 shares; 2025Q3: 4,261 shares; 2025Q4: 6,328 shares 6,328$1.05M<0.01%+2,067Timeline
AORISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 1,748 shares; 2025Q1: 5,593 shares; 2025Q2: 9,261 shares; 2025Q3: 13,329 shares; 2025Q4: 16,127 shares 16,127$1.05M<0.01%+2,798Timeline
JKHYHENRY JACK & ASSOC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,525 shares; 2024Q4: 6,577 shares; 2025Q1: 3,602 shares; 2025Q2: 4,352 shares; 2025Q3: 5,082 shares; 2025Q4: 5,698 shares 5,698$1.04M<0.01%+616Timeline
VAWVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,967 shares; 2024Q4: 3,759 shares; 2025Q1: 4,406 shares; 2025Q2: 4,744 shares; 2025Q3: 4,870 shares; 2025Q4: 5,001 shares 5,001$1.04M<0.01%+131Timeline
JCPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,542 shares; 2024Q4: 2,925 shares; 2025Q1: 7,144 shares; 2025Q2: 11,719 shares; 2025Q3: 14,756 shares; 2025Q4: 21,526 shares 21,526$1.04M<0.01%+6,770Timeline
EWGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 709 shares; 2024Q4: 550 shares; 2025Q1: 613 shares; 2025Q2: 17,808 shares; 2025Q3: 21,970 shares; 2025Q4: 24,388 shares 24,388$1.04M<0.01%+2,418Timeline
CLOUGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,523 shares; 2024Q4: 16,622 shares; 2025Q1: 24,020 shares; 2025Q2: 41,946 shares; 2025Q3: 42,285 shares; 2025Q4: 45,574 shares 45,574$1.03M<0.01%+3,289Timeline
RFVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 978 shares; 2024Q4: 1,758 shares; 2025Q1: 2,685 shares; 2025Q2: 3,666 shares; 2025Q3: 8,242 shares; 2025Q4: 8,054 shares 8,054$1.03M<0.01%-188Timeline
BSMQINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,003 shares; 2024Q4: 8,632 shares; 2025Q1: 9,463 shares; 2025Q2: 18,091 shares; 2025Q3: 31,364 shares; 2025Q4: 43,413 shares 43,413$1.03M<0.01%+12,049Timeline
DTDWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,146 shares; 2024Q4: 2,854 shares; 2025Q1: 3,821 shares; 2025Q2: 11,110 shares; 2025Q3: 10,826 shares; 2025Q4: 12,087 shares 12,087$1.03M<0.01%+1,261Timeline
GNRCGENERAC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,630 shares; 2024Q4: 4,840 shares; 2025Q1: 5,044 shares; 2025Q2: 5,710 shares; 2025Q3: 6,780 shares; 2025Q4: 7,517 shares 7,517$1.03M<0.01%+737Timeline
PUIINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,325 shares; 2024Q4: 8,461 shares; 2025Q1: 9,172 shares; 2025Q2: 9,157 shares; 2025Q3: 13,699 shares; 2025Q4: 23,514 shares 23,514$1.02M<0.01%+9,815Timeline
FNDASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,453 shares; 2024Q4: 11,547 shares; 2025Q1: 18,049 shares; 2025Q2: 28,961 shares; 2025Q3: 30,732 shares; 2025Q4: 32,516 shares 32,516$1.02M<0.01%+1,784Timeline
DBAWDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,007 shares; 2024Q4: 3,472 shares; 2025Q1: 13,418 shares; 2025Q2: 14,251 shares; 2025Q3: 20,140 shares; 2025Q4: 24,853 shares 24,853$1.02M<0.01%+4,713Timeline
RELXRELX PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,537 shares; 2024Q4: 8,856 shares; 2025Q1: 8,397 shares; 2025Q2: 9,989 shares; 2025Q3: 11,384 shares; 2025Q4: 25,296 shares 25,296$1.02M<0.01%+13,912Timeline
ZMZOOM COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,397 shares; 2024Q4: 8,704 shares; 2025Q1: 11,307 shares; 2025Q2: 10,664 shares; 2025Q3: 10,512 shares; 2025Q4: 11,812 shares 11,812$1.02M<0.01%+1,300Timeline
ATRAPTARGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 591 shares; 2025Q1: 671 shares; 2025Q2: 626 shares; 2025Q3: 1,213 shares; 2025Q4: 8,343 shares 8,343$1.02M<0.01%+7,130Timeline
BCSBARCLAYS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,951 shares; 2024Q4: 22,447 shares; 2025Q1: 24,315 shares; 2025Q2: 26,162 shares; 2025Q3: 34,912 shares; 2025Q4: 39,961 shares 39,961$1.02M<0.01%+5,049Timeline
MDIVFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,998 shares; 2024Q4: 38,229 shares; 2025Q1: 51,756 shares; 2025Q2: 57,483 shares; 2025Q3: 66,625 shares; 2025Q4: 64,572 shares 64,572$1.02M<0.01%-2,053Timeline
SPYXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,067 shares; 2024Q4: 12,446 shares; 2025Q1: 16,408 shares; 2025Q2: 19,965 shares; 2025Q3: 19,908 shares; 2025Q4: 18,024 shares 18,024$1.01M<0.01%-1,884Timeline
GLINVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,975 shares; 2024Q4: 20,092 shares; 2025Q1: 22,261 shares; 2025Q2: 22,147 shares; 2025Q3: 21,992 shares; 2025Q4: 21,928 shares 21,928$1.01M<0.01%-64Timeline
SPTSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 520 shares; 2024Q4: 510 shares; 2025Q1: 1,556 shares; 2025Q2: 4,212 shares; 2025Q3: 8,818 shares; 2025Q4: 34,505 shares 34,505$1.01M<0.01%+25,687Timeline
PPHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 5,704 shares; 2025Q1: 2,850 shares; 2025Q2: 3,240 shares; 2025Q3: 3,603 shares; 2025Q4: 9,736 shares 9,736$1M<0.01%+6,133Timeline
PWVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 670 shares; 2024Q4: 768 shares; 2025Q1: 2,013 shares; 2025Q2: 3,676 shares; 2025Q3: 5,509 shares; 2025Q4: 15,020 shares 15,020$999K<0.01%+9,511Timeline
ICLNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,067 shares; 2024Q4: 67,830 shares; 2025Q1: 74,529 shares; 2025Q2: 66,388 shares; 2025Q3: 68,633 shares; 2025Q4: 60,276 shares 60,276$990K<0.01%-8,357Timeline
MGMMGM RESORTS INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,344 shares; 2024Q4: 14,616 shares; 2025Q1: 20,920 shares; 2025Q2: 27,286 shares; 2025Q3: 29,820 shares; 2025Q4: 27,134 shares 27,134$990K<0.01%-2,686Timeline
QGROAMERICAN CENTY 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: 426 shares; 2025Q3: 3,392 shares; 2025Q4: 8,622 shares 8,622$987K<0.01%+5,230Timeline
VICIVICI PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,658 shares; 2024Q4: 6,781 shares; 2025Q1: 18,119 shares; 2025Q2: 26,653 shares; 2025Q3: 32,782 shares; 2025Q4: 34,940 shares 34,940$983K<0.01%+2,158Timeline
NEARISHARES U S 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: 495 shares; 2025Q2: not reported; 2025Q3: 392 shares; 2025Q4: 19,203 shares 19,203$981K<0.01%+18,811Timeline
KDPKEURIG DR PEPPER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,996 shares; 2024Q4: 13,765 shares; 2025Q1: 10,961 shares; 2025Q2: 14,821 shares; 2025Q3: 15,907 shares; 2025Q4: 34,988 shares 34,988$980K<0.01%+19,081Timeline
FNDCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 1,040 shares; 2025Q1: 2,468 shares; 2025Q2: 8,864 shares; 2025Q3: 18,873 shares; 2025Q4: 21,990 shares 21,990$980K<0.01%+3,117Timeline
IDLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,069 shares; 2024Q4: 10,578 shares; 2025Q1: 15,788 shares; 2025Q2: 16,950 shares; 2025Q3: 19,446 shares; 2025Q4: 28,673 shares 28,673$972K<0.01%+9,227Timeline
DPZDOMINOS PIZZA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 501 shares; 2024Q4: 990 shares; 2025Q1: 1,576 shares; 2025Q2: 1,856 shares; 2025Q3: 1,970 shares; 2025Q4: 2,330 shares 2,330$971K<0.01%+360Timeline
EAELECTRONIC ARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,071 shares; 2024Q4: 2,741 shares; 2025Q1: 4,198 shares; 2025Q2: 3,685 shares; 2025Q3: 4,299 shares; 2025Q4: 4,746 shares 4,746$970K<0.01%+447Timeline
XOPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,693 shares; 2024Q4: 6,932 shares; 2025Q1: 8,780 shares; 2025Q2: 8,955 shares; 2025Q3: 6,575 shares; 2025Q4: 7,619 shares 7,619$962K<0.01%+1,044Timeline
SSNCSS&C TECH HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,839 shares; 2024Q4: 6,321 shares; 2025Q1: 7,423 shares; 2025Q2: 8,628 shares; 2025Q3: 10,530 shares; 2025Q4: 10,969 shares 10,969$959K<0.01%+439Timeline
RPMRPM INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,119 shares; 2024Q4: 4,507 shares; 2025Q1: 4,995 shares; 2025Q2: 6,801 shares; 2025Q3: 9,039 shares; 2025Q4: 9,209 shares 9,209$958K<0.01%+170Timeline
WTWWILLIS TOWERS WATSON PLC LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 401 shares; 2024Q4: 520 shares; 2025Q1: 583 shares; 2025Q2: 767 shares; 2025Q3: 4,255 shares; 2025Q4: 2,909 shares 2,909$956K<0.01%-1,346Timeline
IVOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254 shares; 2024Q4: 2,383 shares; 2025Q1: 2,685 shares; 2025Q2: 2,488 shares; 2025Q3: 5,069 shares; 2025Q4: 9,462 shares 9,462$956K<0.01%+4,393Timeline
NTRANATERA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: 3,878 shares; 2025Q1: 4,771 shares; 2025Q2: 4,990 shares; 2025Q3: 4,165 shares; 2025Q4: 4,155 shares 4,155$952K<0.01%-10Timeline
CWCURTISS WRIGHT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 379 shares; 2025Q1: 246 shares; 2025Q2: 1,230 shares; 2025Q3: 1,245 shares; 2025Q4: 1,726 shares 1,726$951K<0.01%+481Timeline
RSPFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,128 shares; 2024Q4: 6,849 shares; 2025Q1: 8,596 shares; 2025Q2: 10,599 shares; 2025Q3: 11,857 shares; 2025Q4: 12,075 shares 12,075$948K<0.01%+218Timeline
SMBVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,240 shares; 2024Q4: 20,309 shares; 2025Q1: 21,492 shares; 2025Q2: 26,210 shares; 2025Q3: 41,479 shares; 2025Q4: 54,353 shares 54,353$946K<0.01%+12,874Timeline
NWGNATWEST GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,069 shares; 2024Q4: 14,731 shares; 2025Q1: 18,794 shares; 2025Q2: 32,859 shares; 2025Q3: 43,676 shares; 2025Q4: 54,061 shares 54,061$946K<0.01%+10,385Timeline
LMNDLEMONADE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,495 shares; 2024Q4: 5,870 shares; 2025Q1: 7,564 shares; 2025Q2: 9,872 shares; 2025Q3: 11,995 shares; 2025Q4: 13,274 shares 13,274$945K<0.01%+1,279Timeline
RXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,161 shares; 2024Q4: 1,716 shares; 2025Q1: 2,414 shares; 2025Q2: 2,897 shares; 2025Q3: 3,311 shares; 2025Q4: 4,589 shares 4,589$942K<0.01%+1,278Timeline
FSTAFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,937 shares; 2024Q4: 5,797 shares; 2025Q1: 9,224 shares; 2025Q2: 13,919 shares; 2025Q3: 15,641 shares; 2025Q4: 19,121 shares 19,121$941K<0.01%+3,480Timeline
PCYINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,084 shares; 2024Q4: 11,897 shares; 2025Q1: 19,354 shares; 2025Q2: 24,386 shares; 2025Q3: 28,359 shares; 2025Q4: 43,389 shares 43,389$940K<0.01%+15,030Timeline
HDUSLATTICE STRATEGIES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 638 shares; 2025Q1: 1,197 shares; 2025Q2: 1,955 shares; 2025Q3: 4,675 shares; 2025Q4: 14,415 shares 14,415$940K<0.01%+9,740Timeline
HUBBHUBBELL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329 shares; 2024Q4: 883 shares; 2025Q1: 1,209 shares; 2025Q2: 1,246 shares; 2025Q3: 1,557 shares; 2025Q4: 2,114 shares 2,114$939K<0.01%+557Timeline
TYLTYLER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 988 shares; 2024Q4: 1,309 shares; 2025Q1: 1,603 shares; 2025Q2: 1,784 shares; 2025Q3: 2,057 shares; 2025Q4: 2,061 shares 2,061$936K<0.01%+4Timeline
COLDAMERICOLD REALTY TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 365 shares; 2025Q1: 1,191 shares; 2025Q2: 1,418 shares; 2025Q3: 5,219 shares; 2025Q4: 72,668 shares 72,668$935K<0.01%+67,449Timeline
SKYDPARAMOUNT SKYDANCE 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: 43,394 shares; 2025Q4: 69,545 shares 69,545$932K<0.01%+26,151Timeline
JPXNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,744 shares; 2025Q1: 3,993 shares; 2025Q2: 4,284 shares; 2025Q3: 6,927 shares; 2025Q4: 10,777 shares 10,777$932K<0.01%+3,850Timeline
FTMNPUTNAM 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: 105,259 shares 105,259$930K<0.01%newTimeline
JDJD.COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,297 shares; 2024Q4: 12,347 shares; 2025Q1: 21,433 shares; 2025Q2: 39,492 shares; 2025Q3: 29,722 shares; 2025Q4: 32,302 shares 32,302$927K<0.01%+2,580Timeline
IBNDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,120 shares; 2024Q4: 1,354 shares; 2025Q1: 1,143 shares; 2025Q2: 840 shares; 2025Q3: 1,655 shares; 2025Q4: 28,840 shares 28,840$926K<0.01%+27,185Timeline
FEXFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,048 shares; 2024Q4: 3,792 shares; 2025Q1: 6,476 shares; 2025Q2: 7,191 shares; 2025Q3: 7,252 shares; 2025Q4: 7,798 shares 7,798$925K<0.01%+546Timeline
ACGLARCH CAP GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 949 shares; 2024Q4: 1,953 shares; 2025Q1: 1,893 shares; 2025Q2: 3,362 shares; 2025Q3: 3,866 shares; 2025Q4: 9,549 shares 9,549$916K<0.01%+5,683Timeline
TOSTTOAST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,506 shares; 2024Q4: 3,609 shares; 2025Q1: 6,963 shares; 2025Q2: 10,653 shares; 2025Q3: 24,092 shares; 2025Q4: 25,789 shares 25,789$916K<0.01%+1,697Timeline
SMLVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,303 shares; 2024Q4: 2,496 shares; 2025Q1: 2,964 shares; 2025Q2: 5,513 shares; 2025Q3: 5,889 shares; 2025Q4: 6,952 shares 6,952$912K<0.01%+1,063Timeline
GWREGUIDEWIRE SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,978 shares; 2024Q4: 3,011 shares; 2025Q1: 2,968 shares; 2025Q2: 3,659 shares; 2025Q3: 6,512 shares; 2025Q4: 4,531 shares 4,531$911K<0.01%-1,981Timeline
VIKVIKING HOLDINGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,252 shares; 2024Q4: 5,268 shares; 2025Q1: 6,893 shares; 2025Q2: 8,664 shares; 2025Q3: 11,281 shares; 2025Q4: 12,661 shares 12,661$904K<0.01%+1,380Timeline
BAXBAXTER INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,265 shares; 2024Q4: 20,466 shares; 2025Q1: 27,791 shares; 2025Q2: 31,982 shares; 2025Q3: 50,678 shares; 2025Q4: 47,279 shares 47,279$903K<0.01%-3,399Timeline
VIDIETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,288 shares; 2025Q1: 14,118 shares; 2025Q2: 16,727 shares; 2025Q3: 21,363 shares; 2025Q4: 26,617 shares 26,617$897K<0.01%+5,254Timeline
ASOACADEMY SPORTS & OUTDOORS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,190 shares; 2024Q4: 5,765 shares; 2025Q1: 9,932 shares; 2025Q2: 10,551 shares; 2025Q3: 14,200 shares; 2025Q4: 17,953 shares 17,953$897K<0.01%+3,753Timeline
RVTYREVVITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,084 shares; 2024Q4: 4,312 shares; 2025Q1: 4,553 shares; 2025Q2: 5,470 shares; 2025Q3: 7,310 shares; 2025Q4: 9,264 shares 9,264$896K<0.01%+1,954Timeline
JBHTHUNT J B TRANS SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 864 shares; 2024Q4: 1,206 shares; 2025Q1: 2,236 shares; 2025Q2: 2,393 shares; 2025Q3: 3,677 shares; 2025Q4: 4,603 shares 4,603$894K<0.01%+926Timeline
SMGSCOTTS MIRACLE-GRO COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,653 shares; 2024Q4: 5,975 shares; 2025Q1: 8,915 shares; 2025Q2: 11,755 shares; 2025Q3: 13,302 shares; 2025Q4: 15,268 shares 15,268$891K<0.01%+1,966Timeline
NTESNETEASE COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,433 shares; 2024Q4: 3,853 shares; 2025Q1: 5,997 shares; 2025Q2: 6,018 shares; 2025Q3: 6,595 shares; 2025Q4: 6,468 shares 6,468$890K<0.01%-127Timeline
STXEEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,766 shares; 2024Q4: 4,012 shares; 2025Q1: 12,831 shares; 2025Q2: 19,071 shares; 2025Q3: 21,465 shares; 2025Q4: 24,753 shares 24,753$889K<0.01%+3,288Timeline
CLFCLEVELAND-CLIFFS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,541 shares; 2024Q4: 6,723 shares; 2025Q1: 19,904 shares; 2025Q2: 27,115 shares; 2025Q3: 32,029 shares; 2025Q4: 66,871 shares 66,871$888K<0.01%+34,842Timeline
AGGYWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,603 shares; 2024Q4: 11,615 shares; 2025Q1: 14,960 shares; 2025Q2: 21,445 shares; 2025Q3: 20,648 shares; 2025Q4: 20,143 shares 20,143$887K<0.01%-505Timeline
ESUMSTRATEGY SHSQuarterly 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: 6,716 shares; 2025Q4: 32,940 shares 32,940$887K<0.01%+26,224Timeline
SJMSMUCKER J M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,586 shares; 2024Q4: 2,623 shares; 2025Q1: 3,541 shares; 2025Q2: 4,801 shares; 2025Q3: 7,393 shares; 2025Q4: 9,060 shares 9,060$886K<0.01%+1,667Timeline
AAGILENT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,248 shares; 2024Q4: 4,841 shares; 2025Q1: 5,489 shares; 2025Q2: 5,279 shares; 2025Q3: 5,618 shares; 2025Q4: 6,472 shares 6,472$881K<0.01%+854Timeline
FLSFLOWSERVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 513 shares; 2025Q1: 658 shares; 2025Q2: 1,975 shares; 2025Q3: 3,010 shares; 2025Q4: 12,650 shares 12,650$878K<0.01%+9,640Timeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,771 shares; 2024Q4: 2,755 shares; 2025Q1: 4,915 shares; 2025Q2: 5,776 shares; 2025Q3: 5,569 shares; 2025Q4: 6,167 shares 6,167$877K<0.01%+598Timeline
JNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 1,252 shares; 2025Q1: 3,288 shares; 2025Q2: 4,747 shares; 2025Q3: 5,124 shares; 2025Q4: 9,016 shares 9,016$876K<0.01%+3,892Timeline
PAYCPAYCOM SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,841 shares; 2024Q4: 3,030 shares; 2025Q1: 3,703 shares; 2025Q2: 4,088 shares; 2025Q3: 5,259 shares; 2025Q4: 5,493 shares 5,493$875K<0.01%+234Timeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 370 shares; 2025Q1: 1,955 shares; 2025Q2: 2,495 shares; 2025Q3: 2,368 shares; 2025Q4: 2,365 shares 2,365$872K<0.01%-3Timeline
DGXQUEST DIAGNOSTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: 1,848 shares; 2025Q1: 2,666 shares; 2025Q2: 3,113 shares; 2025Q3: 4,287 shares; 2025Q4: 5,004 shares 5,004$868K<0.01%+717Timeline
CRDOCREDO TECHNOLOGY GROUP HOLDIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 98 shares; 2025Q1: 2,211 shares; 2025Q2: 1,117 shares; 2025Q3: 2,536 shares; 2025Q4: 6,031 shares 6,031$868K<0.01%+3,495Timeline
BBAIBIGBEAR AI HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 12,907 shares; 2025Q1: 29,566 shares; 2025Q2: 48,122 shares; 2025Q3: 121,349 shares; 2025Q4: 160,170 shares 160,170$865K<0.01%+38,821Timeline
LDOSLEIDOS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,932 shares; 2024Q4: 2,420 shares; 2025Q1: 1,797 shares; 2025Q2: 1,747 shares; 2025Q3: 2,879 shares; 2025Q4: 4,775 shares 4,775$861K<0.01%+1,896Timeline
MHFWESTERN ASSET MUN HIGH INCOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,478 shares; 2024Q4: 62,321 shares; 2025Q1: 77,748 shares; 2025Q2: 95,461 shares; 2025Q3: 119,741 shares; 2025Q4: 124,637 shares 124,637$858K<0.01%+4,896Timeline
PTFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 702 shares; 2024Q4: 1,708 shares; 2025Q1: 4,190 shares; 2025Q2: 7,191 shares; 2025Q3: 9,889 shares; 2025Q4: 11,209 shares 11,209$857K<0.01%+1,320Timeline
BSMTINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,305 shares; 2024Q4: 5,271 shares; 2025Q1: 8,749 shares; 2025Q2: 11,158 shares; 2025Q3: 28,319 shares; 2025Q4: 36,882 shares 36,882$854K<0.01%+8,563Timeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 753 shares; 2024Q4: 1,319 shares; 2025Q1: 2,142 shares; 2025Q2: 3,150 shares; 2025Q3: 3,910 shares; 2025Q4: 4,610 shares 4,610$851K<0.01%+700Timeline
WYWEYERHAEUSER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,398 shares; 2024Q4: 11,482 shares; 2025Q1: 12,737 shares; 2025Q2: 25,699 shares; 2025Q3: 29,339 shares; 2025Q4: 35,814 shares 35,814$848K<0.01%+6,475Timeline
KRCKILROY REALTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,058 shares; 2024Q4: 10,227 shares; 2025Q1: 15,817 shares; 2025Q2: 17,096 shares; 2025Q3: 21,542 shares; 2025Q4: 22,651 shares 22,651$846K<0.01%+1,109Timeline
FFINFIRST FINL BANKSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,916 shares; 2024Q4: 10,723 shares; 2025Q1: 12,765 shares; 2025Q2: 16,693 shares; 2025Q3: 18,392 shares; 2025Q4: 28,237 shares 28,237$843K<0.01%+9,845Timeline
TPLCTIMOTHY PLANQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,033 shares; 2024Q4: 3,339 shares; 2025Q1: 7,025 shares; 2025Q2: 8,824 shares; 2025Q3: 11,103 shares; 2025Q4: 18,549 shares 18,549$843K<0.01%+7,446Timeline
SPTLSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,420 shares; 2024Q4: 23,444 shares; 2025Q1: 20,872 shares; 2025Q2: 28,798 shares; 2025Q3: 38,582 shares; 2025Q4: 31,512 shares 31,512$840K<0.01%-7,070Timeline
TEAMATLASSIAN CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 810 shares; 2024Q4: 1,227 shares; 2025Q1: 1,393 shares; 2025Q2: 1,625 shares; 2025Q3: 2,319 shares; 2025Q4: 5,178 shares 5,178$840K<0.01%+2,859Timeline
PRNINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 383 shares; 2024Q4: 3,142 shares; 2025Q1: 2,880 shares; 2025Q2: 3,754 shares; 2025Q3: 4,524 shares; 2025Q4: 4,801 shares 4,801$838K<0.01%+277Timeline
ALLYALLY FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,936 shares; 2024Q4: 2,881 shares; 2025Q1: 7,469 shares; 2025Q2: 9,976 shares; 2025Q3: 13,124 shares; 2025Q4: 18,490 shares 18,490$837K<0.01%+5,366Timeline
RPGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,568 shares; 2024Q4: 5,775 shares; 2025Q1: 8,679 shares; 2025Q2: 13,490 shares; 2025Q3: 18,069 shares; 2025Q4: 17,914 shares 17,914$836K<0.01%-155Timeline
AKAMAKAMAI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 804 shares; 2025Q1: 2,287 shares; 2025Q2: 5,341 shares; 2025Q3: 8,524 shares; 2025Q4: 9,560 shares 9,560$834K<0.01%+1,036Timeline
SONSONOCO PRODS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 439 shares; 2025Q1: 2,837 shares; 2025Q2: 9,016 shares; 2025Q3: 14,246 shares; 2025Q4: 19,057 shares 19,057$832K<0.01%+4,811Timeline
FXUFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,528 shares; 2024Q4: 3,048 shares; 2025Q1: 7,415 shares; 2025Q2: 12,095 shares; 2025Q3: 12,828 shares; 2025Q4: 18,304 shares 18,304$824K<0.01%+5,476Timeline
SLFSUN LIFE FINANCIAL INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,103 shares; 2024Q4: 7,313 shares; 2025Q1: 8,096 shares; 2025Q2: 9,220 shares; 2025Q3: 11,221 shares; 2025Q4: 13,194 shares 13,194$823K<0.01%+1,973Timeline
BBHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,725 shares; 2024Q4: 2,617 shares; 2025Q1: 2,835 shares; 2025Q2: 2,570 shares; 2025Q3: 2,548 shares; 2025Q4: 4,350 shares 4,350$823K<0.01%+1,802Timeline
AMCOR PLCAMCOR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,075 shares; 2024Q4: 3,735 shares; 2025Q1: 19,338 shares; 2025Q2: 25,284 shares; 2025Q3: 37,553 shares; 2025Q4: 98,659 shares 98,659$823K<0.01%+61,106
EXPDEXPEDITORS INTL WASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,185 shares; 2024Q4: 1,325 shares; 2025Q1: 1,451 shares; 2025Q2: 2,494 shares; 2025Q3: 3,669 shares; 2025Q4: 5,519 shares 5,519$822K<0.01%+1,850Timeline
HIMSHIMS & HERS HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,900 shares; 2024Q4: 17,414 shares; 2025Q1: 20,078 shares; 2025Q2: 21,866 shares; 2025Q3: 27,237 shares; 2025Q4: 25,280 shares 25,280$821K<0.01%-1,957Timeline
EIXEDISON INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,643 shares; 2024Q4: 4,595 shares; 2025Q1: 7,249 shares; 2025Q2: 8,136 shares; 2025Q3: 11,989 shares; 2025Q4: 13,660 shares 13,660$820K<0.01%+1,671Timeline
SHESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: 1,848 shares; 2025Q1: 4,129 shares; 2025Q2: 4,523 shares; 2025Q3: 5,108 shares; 2025Q4: 6,203 shares 6,203$819K<0.01%+1,095Timeline
BMIBADGER METER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346 shares; 2024Q4: 2,221 shares; 2025Q1: 3,124 shares; 2025Q2: 3,867 shares; 2025Q3: 3,778 shares; 2025Q4: 4,658 shares 4,658$812K<0.01%+880Timeline
KBWBINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,181 shares; 2024Q4: 2,876 shares; 2025Q1: 4,055 shares; 2025Q2: 5,256 shares; 2025Q3: 6,903 shares; 2025Q4: 9,638 shares 9,638$812K<0.01%+2,735Timeline
PPGPPG INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,559 shares; 2024Q4: 1,961 shares; 2025Q1: 2,420 shares; 2025Q2: 2,489 shares; 2025Q3: 6,123 shares; 2025Q4: 7,908 shares 7,908$810K<0.01%+1,785Timeline
SMDVPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,394 shares; 2024Q4: 7,236 shares; 2025Q1: 8,729 shares; 2025Q2: 11,760 shares; 2025Q3: 12,396 shares; 2025Q4: 12,143 shares 12,143$802K<0.01%-253Timeline
PEOADAM NAT RES FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,447 shares; 2024Q4: 4,547 shares; 2025Q1: 6,598 shares; 2025Q2: 17,213 shares; 2025Q3: 25,339 shares; 2025Q4: 36,438 shares 36,438$792K<0.01%+11,099Timeline
LAMRLAMAR ADVERTISING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,619 shares; 2024Q4: 4,911 shares; 2025Q1: 4,203 shares; 2025Q2: 5,808 shares; 2025Q3: 6,321 shares; 2025Q4: 6,235 shares 6,235$789K<0.01%-86Timeline
GVALCAMBRIA ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,251 shares; 2024Q4: 671 shares; 2025Q1: 671 shares; 2025Q2: 994 shares; 2025Q3: 19,449 shares; 2025Q4: 25,068 shares 25,068$789K<0.01%+5,619Timeline
PAASPAN AMERN SILVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,343 shares; 2024Q4: 2,892 shares; 2025Q1: 3,747 shares; 2025Q2: 7,890 shares; 2025Q3: 7,172 shares; 2025Q4: 15,204 shares 15,204$788K<0.01%+8,032Timeline
NNENANO NUCLEAR ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 9,683 shares; 2025Q1: 14,558 shares; 2025Q2: 14,283 shares; 2025Q3: 24,746 shares; 2025Q4: 32,679 shares 32,679$785K<0.01%+7,933Timeline
CIENCIENA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295 shares; 2024Q4: 2,192 shares; 2025Q1: 2,585 shares; 2025Q2: 2,315 shares; 2025Q3: 2,561 shares; 2025Q4: 3,352 shares 3,352$784K<0.01%+791Timeline
DBDEUTSCHE BK AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295 shares; 2024Q4: 4,043 shares; 2025Q1: 8,845 shares; 2025Q2: 17,238 shares; 2025Q3: 19,450 shares; 2025Q4: 20,218 shares 20,218$780K<0.01%+768Timeline
EMBJEMBRAER S.A.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 761 shares; 2025Q1: 2,391 shares; 2025Q2: 1,911 shares; 2025Q3: 3,110 shares; 2025Q4: 12,107 shares 12,107$779K<0.01%+8,997Timeline
TOLTOLL BROTHERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,174 shares; 2024Q4: 5,290 shares; 2025Q1: 5,444 shares; 2025Q2: 5,454 shares; 2025Q3: 7,009 shares; 2025Q4: 5,755 shares 5,755$778K<0.01%-1,254Timeline
ONEVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,487 shares; 2024Q4: 2,912 shares; 2025Q1: 3,435 shares; 2025Q2: 4,598 shares; 2025Q3: 4,944 shares; 2025Q4: 5,825 shares 5,825$776K<0.01%+881Timeline
HSBCHSBC HLDGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,464 shares; 2024Q4: 4,715 shares; 2025Q1: 5,085 shares; 2025Q2: 7,661 shares; 2025Q3: 8,309 shares; 2025Q4: 9,858 shares 9,858$776K<0.01%+1,549Timeline
STMSTMICROELECTRONICS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,087 shares; 2024Q4: 12,722 shares; 2025Q1: 34,266 shares; 2025Q2: 30,170 shares; 2025Q3: 28,415 shares; 2025Q4: 29,879 shares 29,879$775K<0.01%+1,464Timeline
PEVERPURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,310 shares; 2024Q4: 1,676 shares; 2025Q1: 2,739 shares; 2025Q2: 3,920 shares; 2025Q3: 6,827 shares; 2025Q4: 11,562 shares 11,562$775K<0.01%+4,735Timeline
BIBLNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 983 shares; 2025Q1: 6,696 shares; 2025Q2: 9,961 shares; 2025Q3: 12,289 shares; 2025Q4: 17,129 shares 17,129$773K<0.01%+4,840Timeline
FXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 3,110 shares; 2025Q1: 6,388 shares; 2025Q2: 11,025 shares; 2025Q3: 18,389 shares; 2025Q4: 20,121 shares 20,121$770K<0.01%+1,732Timeline
ZZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,652 shares; 2024Q4: 2,743 shares; 2025Q1: 3,796 shares; 2025Q2: 6,617 shares; 2025Q3: 7,688 shares; 2025Q4: 11,280 shares 11,280$770K<0.01%+3,592Timeline
IYRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,007 shares; 2024Q4: 2,108 shares; 2025Q1: 6,144 shares; 2025Q2: 7,012 shares; 2025Q3: 7,630 shares; 2025Q4: 8,164 shares 8,164$767K<0.01%+534Timeline
BBVABANCO BILBAO VIZCAYA ARGENTAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,183 shares; 2024Q4: 32,697 shares; 2025Q1: 39,974 shares; 2025Q2: 46,451 shares; 2025Q3: 39,289 shares; 2025Q4: 32,832 shares 32,832$765K<0.01%-6,457Timeline
WSOWATSCO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 651 shares; 2024Q4: 1,178 shares; 2025Q1: 1,993 shares; 2025Q2: 3,148 shares; 2025Q3: 2,659 shares; 2025Q4: 2,253 shares 2,253$759K<0.01%-406Timeline
CBSHCOMMERCE BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,649 shares; 2024Q4: 7,159 shares; 2025Q1: 6,654 shares; 2025Q2: 11,923 shares; 2025Q3: 13,437 shares; 2025Q4: 14,496 shares 14,496$759K<0.01%+1,059Timeline
DKSDICKS SPORTING GOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,863 shares; 2024Q4: 2,144 shares; 2025Q1: 2,089 shares; 2025Q2: 2,683 shares; 2025Q3: 3,076 shares; 2025Q4: 3,828 shares 3,828$758K<0.01%+752Timeline
LENLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,942 shares; 2024Q4: 2,576 shares; 2025Q1: 2,912 shares; 2025Q2: 4,632 shares; 2025Q3: 6,397 shares; 2025Q4: 7,321 shares 7,321$753K<0.01%+924Timeline
ANAUTONATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,542 shares; 2024Q4: 2,570 shares; 2025Q1: 2,165 shares; 2025Q2: 2,263 shares; 2025Q3: 3,579 shares; 2025Q4: 3,633 shares 3,633$750K<0.01%+54Timeline
NICENICE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,352 shares; 2024Q4: 2,374 shares; 2025Q1: 3,634 shares; 2025Q2: 5,486 shares; 2025Q3: 6,719 shares; 2025Q4: 6,624 shares 6,624$749K<0.01%-95Timeline
UAAUNDER ARMOUR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,148 shares; 2024Q4: 69,679 shares; 2025Q1: 76,328 shares; 2025Q2: 109,495 shares; 2025Q3: 136,984 shares; 2025Q4: 150,151 shares 150,151$746K<0.01%+13,167Timeline
FXHFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,487 shares; 2024Q4: 2,393 shares; 2025Q1: 2,642 shares; 2025Q2: 4,204 shares; 2025Q3: 5,096 shares; 2025Q4: 6,551 shares 6,551$746K<0.01%+1,455Timeline
VGVENTURE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,889 shares; 2025Q2: 41,767 shares; 2025Q3: 67,167 shares; 2025Q4: 109,118 shares 109,118$744K<0.01%+41,951Timeline
SHLDGLOBAL 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: 1,337 shares; 2025Q4: 11,429 shares 11,429$740K<0.01%+10,092Timeline
RJFRAYMOND JAMES FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 777 shares; 2024Q4: 1,011 shares; 2025Q1: 2,849 shares; 2025Q2: 3,611 shares; 2025Q3: 4,362 shares; 2025Q4: 4,611 shares 4,611$740K<0.01%+249Timeline
CHRWC H ROBINSON WORLDWIDE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,128 shares; 2024Q4: 1,895 shares; 2025Q1: 2,297 shares; 2025Q2: 2,494 shares; 2025Q3: 2,563 shares; 2025Q4: 4,604 shares 4,604$740K<0.01%+2,041Timeline
GPNGLOBAL PMTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,698 shares; 2024Q4: 9,608 shares; 2025Q1: 12,730 shares; 2025Q2: 11,987 shares; 2025Q3: 10,051 shares; 2025Q4: 9,520 shares 9,520$737K<0.01%-531Timeline
PHMPULTE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,252 shares; 2024Q4: 5,924 shares; 2025Q1: 4,943 shares; 2025Q2: 5,449 shares; 2025Q3: 5,916 shares; 2025Q4: 6,280 shares 6,280$736K<0.01%+364Timeline
GSLGLOBAL SHIP LEASE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,286 shares; 2024Q4: 15,517 shares; 2025Q1: 17,367 shares; 2025Q2: 16,210 shares; 2025Q3: 17,985 shares; 2025Q4: 20,994 shares 20,994$736K<0.01%+3,009Timeline
ODFLOLD DOMINION FREIGHT LINE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,518 shares; 2024Q4: 2,730 shares; 2025Q1: 4,011 shares; 2025Q2: 5,359 shares; 2025Q3: 4,813 shares; 2025Q4: 4,654 shares 4,654$730K<0.01%-159Timeline
MTZMASTEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191 shares; 2024Q4: 377 shares; 2025Q1: 481 shares; 2025Q2: 1,355 shares; 2025Q3: 2,973 shares; 2025Q4: 3,352 shares 3,352$729K<0.01%+379Timeline
FEMFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 789 shares; 2024Q4: 5,644 shares; 2025Q1: 9,309 shares; 2025Q2: 13,697 shares; 2025Q3: 17,096 shares; 2025Q4: 26,558 shares 26,558$726K<0.01%+9,462Timeline
ACIALBERTSONS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,522 shares; 2024Q4: 10,731 shares; 2025Q1: 32,362 shares; 2025Q2: 33,564 shares; 2025Q3: 34,493 shares; 2025Q4: 42,042 shares 42,042$722K<0.01%+7,549Timeline
LPLALPL FINL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 138 shares; 2025Q1: 298 shares; 2025Q2: 754 shares; 2025Q3: 1,123 shares; 2025Q4: 2,017 shares 2,017$720K<0.01%+894Timeline
FTCAPUTNAM 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: 98,219 shares 98,219$719K<0.01%newTimeline
BEPCBROOKFIELD RENEWABLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,944 shares; 2025Q1: 9,431 shares; 2025Q2: 13,132 shares; 2025Q3: 13,169 shares; 2025Q4: 18,747 shares 18,747$719K<0.01%+5,578Timeline
VCRMVANGUARD 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: 9,507 shares 9,507$718K<0.01%newTimeline
DVYEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267 shares; 2024Q4: 2,583 shares; 2025Q1: 6,371 shares; 2025Q2: 10,116 shares; 2025Q3: 13,480 shares; 2025Q4: 22,983 shares 22,983$716K<0.01%+9,503Timeline
FUTYFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327 shares; 2024Q4: 4,057 shares; 2025Q1: 2,890 shares; 2025Q2: 6,110 shares; 2025Q3: 8,822 shares; 2025Q4: 12,943 shares 12,943$715K<0.01%+4,121Timeline
UECURANIUM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 1,402 shares; 2025Q1: 2,047 shares; 2025Q2: 3,990 shares; 2025Q3: 14,379 shares; 2025Q4: 61,053 shares 61,053$713K<0.01%+46,674Timeline
FDTFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 373 shares; 2025Q1: 1,818 shares; 2025Q2: 3,754 shares; 2025Q3: 5,573 shares; 2025Q4: 8,970 shares 8,970$713K<0.01%+3,397Timeline
GRALGRAIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 744 shares; 2024Q4: 806 shares; 2025Q1: 1,019 shares; 2025Q2: 1,499 shares; 2025Q3: 4,509 shares; 2025Q4: 8,311 shares 8,311$711K<0.01%+3,802Timeline
ILCVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 706 shares; 2025Q2: 503 shares; 2025Q3: 966 shares; 2025Q4: 7,531 shares 7,531$711K<0.01%+6,565Timeline
AIVIWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,646 shares; 2024Q4: 13,476 shares; 2025Q1: 13,491 shares; 2025Q2: 13,682 shares; 2025Q3: 13,682 shares; 2025Q4: 13,631 shares 13,631$709K<0.01%-51Timeline
FINXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,589 shares; 2024Q4: 9,684 shares; 2025Q1: 14,643 shares; 2025Q2: 17,592 shares; 2025Q3: 19,586 shares; 2025Q4: 24,062 shares 24,062$708K<0.01%+4,476Timeline
DBEUDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,209 shares; 2024Q4: 5,209 shares; 2025Q1: 10,537 shares; 2025Q2: 12,172 shares; 2025Q3: 13,537 shares; 2025Q4: 14,741 shares 14,741$708K<0.01%+1,204Timeline
SOLVSOLVENTUM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,948 shares; 2024Q4: 3,366 shares; 2025Q1: 7,468 shares; 2025Q2: 7,420 shares; 2025Q3: 8,001 shares; 2025Q4: 8,893 shares 8,893$705K<0.01%+892Timeline
TPHDTIMOTHY PLANQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,945 shares; 2024Q4: 3,853 shares; 2025Q1: 7,029 shares; 2025Q2: 13,600 shares; 2025Q3: 14,596 shares; 2025Q4: 18,260 shares 18,260$704K<0.01%+3,664Timeline
IVOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 842 shares; 2024Q4: 961 shares; 2025Q1: 1,140 shares; 2025Q2: 2,628 shares; 2025Q3: 4,073 shares; 2025Q4: 5,853 shares 5,853$704K<0.01%+1,780Timeline
FDSFACTSET RESH SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,364 shares; 2024Q4: 1,636 shares; 2025Q1: 2,029 shares; 2025Q2: 2,032 shares; 2025Q3: 2,372 shares; 2025Q4: 2,413 shares 2,413$700K<0.01%+41Timeline
DEMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,094 shares; 2024Q4: 8,690 shares; 2025Q1: 10,822 shares; 2025Q2: 12,045 shares; 2025Q3: 12,976 shares; 2025Q4: 14,932 shares 14,932$697K<0.01%+1,956Timeline
FISFIDELITY NATL INFORMATION SVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,797 shares; 2024Q4: 7,715 shares; 2025Q1: 6,966 shares; 2025Q2: 6,325 shares; 2025Q3: 8,750 shares; 2025Q4: 10,484 shares 10,484$697K<0.01%+1,734Timeline
PRIPRIMERICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372 shares; 2024Q4: 981 shares; 2025Q1: 1,346 shares; 2025Q2: 1,719 shares; 2025Q3: 1,848 shares; 2025Q4: 2,697 shares 2,697$697K<0.01%+849Timeline
EXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 557 shares; 2024Q4: 1,018 shares; 2025Q1: 1,192 shares; 2025Q2: 2,486 shares; 2025Q3: 3,362 shares; 2025Q4: 3,963 shares 3,963$695K<0.01%+601Timeline
ZETAZETA GLOBAL HOLDINGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 602 shares; 2024Q4: 12,917 shares; 2025Q1: 23,812 shares; 2025Q2: 26,745 shares; 2025Q3: 31,714 shares; 2025Q4: 34,136 shares 34,136$695K<0.01%+2,422Timeline
MBSDFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,398 shares; 2024Q4: 27,140 shares; 2025Q1: 28,423 shares; 2025Q2: 28,600 shares; 2025Q3: 33,012 shares; 2025Q4: 33,186 shares 33,186$689K<0.01%+174Timeline
EQTEQT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,661 shares; 2024Q4: 7,219 shares; 2025Q1: 5,659 shares; 2025Q2: 5,283 shares; 2025Q3: 7,773 shares; 2025Q4: 12,825 shares 12,825$687K<0.01%+5,052Timeline
NTRSNORTHERN TR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,615 shares; 2024Q4: 3,569 shares; 2025Q1: 3,414 shares; 2025Q2: 4,838 shares; 2025Q3: 7,373 shares; 2025Q4: 5,006 shares 5,006$684K<0.01%-2,367Timeline
DLTRDOLLAR TREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,542 shares; 2024Q4: 2,324 shares; 2025Q1: 2,434 shares; 2025Q2: 3,984 shares; 2025Q3: 4,474 shares; 2025Q4: 5,544 shares 5,544$682K<0.01%+1,070Timeline
INGRINGREDION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,370 shares; 2024Q4: 4,648 shares; 2025Q1: 4,119 shares; 2025Q2: 3,572 shares; 2025Q3: 5,301 shares; 2025Q4: 6,152 shares 6,152$678K<0.01%+851Timeline
IDGTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,898 shares; 2024Q4: 3,271 shares; 2025Q1: 3,857 shares; 2025Q2: 3,936 shares; 2025Q3: 5,491 shares; 2025Q4: 7,933 shares 7,933$674K<0.01%+2,442Timeline
NTAPNETAPP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,120 shares; 2024Q4: 2,814 shares; 2025Q1: 3,479 shares; 2025Q2: 3,952 shares; 2025Q3: 3,860 shares; 2025Q4: 6,288 shares 6,288$673K<0.01%+2,428Timeline
BSMWINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,076 shares; 2024Q4: 2,007 shares; 2025Q1: 3,769 shares; 2025Q2: 13,251 shares; 2025Q3: 22,461 shares; 2025Q4: 26,717 shares 26,717$671K<0.01%+4,256Timeline
AALAMERICAN AIRLINES GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,926 shares; 2024Q4: 29,218 shares; 2025Q1: 32,632 shares; 2025Q2: 41,797 shares; 2025Q3: 43,481 shares; 2025Q4: 43,753 shares 43,753$671K<0.01%+272Timeline
ALKALASKA AIR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,937 shares; 2024Q4: 5,221 shares; 2025Q1: 6,539 shares; 2025Q2: 9,226 shares; 2025Q3: 10,790 shares; 2025Q4: 13,328 shares 13,328$670K<0.01%+2,538Timeline
KNXKNIGHT-SWIFT TRANSN HLDGS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,382 shares; 2024Q4: 10,739 shares; 2025Q1: 11,817 shares; 2025Q2: 12,738 shares; 2025Q3: 13,081 shares; 2025Q4: 12,800 shares 12,800$669K<0.01%-281Timeline
PPCPILGRIMS PRIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,719 shares; 2024Q4: 10,740 shares; 2025Q1: 12,756 shares; 2025Q2: 13,034 shares; 2025Q3: 14,060 shares; 2025Q4: 17,142 shares 17,142$668K<0.01%+3,082Timeline
VALEVALE S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,061 shares; 2024Q4: 25,649 shares; 2025Q1: 34,198 shares; 2025Q2: 28,477 shares; 2025Q3: 46,969 shares; 2025Q4: 51,199 shares 51,199$667K<0.01%+4,230Timeline
BJBJS WHSL CLUB HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 664 shares; 2024Q4: 3,027 shares; 2025Q1: 7,459 shares; 2025Q2: 9,323 shares; 2025Q3: 9,544 shares; 2025Q4: 7,402 shares 7,402$666K<0.01%-2,142Timeline
TRGPTARGA RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,281 shares; 2024Q4: 1,545 shares; 2025Q1: 1,859 shares; 2025Q2: 2,708 shares; 2025Q3: 2,944 shares; 2025Q4: 3,594 shares 3,594$663K<0.01%+650Timeline
HDBHDFC BANK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,519 shares; 2024Q4: 2,860 shares; 2025Q1: 3,045 shares; 2025Q2: 6,234 shares; 2025Q3: 16,601 shares; 2025Q4: 18,144 shares 18,144$663K<0.01%+1,543Timeline
VPLVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 2,231 shares; 2025Q1: 3,394 shares; 2025Q2: 4,443 shares; 2025Q3: 5,261 shares; 2025Q4: 7,279 shares 7,279$658K<0.01%+2,018Timeline
LVSLAS VEGAS SANDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,830 shares; 2024Q4: 7,685 shares; 2025Q1: 8,994 shares; 2025Q2: 10,933 shares; 2025Q3: 11,247 shares; 2025Q4: 10,059 shares 10,059$655K<0.01%-1,188Timeline
PJPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 736 shares; 2024Q4: 2,176 shares; 2025Q1: 2,610 shares; 2025Q2: 2,983 shares; 2025Q3: 4,058 shares; 2025Q4: 6,262 shares 6,262$655K<0.01%+2,204Timeline
AXAXOS FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,233 shares; 2024Q4: 7,992 shares; 2025Q1: 7,624 shares; 2025Q2: 8,544 shares; 2025Q3: 8,510 shares; 2025Q4: 7,587 shares 7,587$654K<0.01%-923Timeline
UNMUNUM GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,006 shares; 2024Q4: 2,258 shares; 2025Q1: 3,180 shares; 2025Q2: 5,681 shares; 2025Q3: 8,415 shares; 2025Q4: 8,381 shares 8,381$649K<0.01%-34Timeline
PXHINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,128 shares; 2024Q4: 4,226 shares; 2025Q1: 6,630 shares; 2025Q2: 8,524 shares; 2025Q3: 15,313 shares; 2025Q4: 25,164 shares 25,164$649K<0.01%+9,851Timeline
QSQUANTUMSCAPE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,245 shares; 2024Q4: 4,398 shares; 2025Q1: 8,110 shares; 2025Q2: 13,094 shares; 2025Q3: 54,768 shares; 2025Q4: 62,175 shares 62,175$648K<0.01%+7,407Timeline
EEMSISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,654 shares; 2024Q4: 11,647 shares; 2025Q1: 9,424 shares; 2025Q2: 5,452 shares; 2025Q3: 7,002 shares; 2025Q4: 9,600 shares 9,600$648K<0.01%+2,598Timeline
APGAPI GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410 shares; 2024Q4: 3,805 shares; 2025Q1: 9,447 shares; 2025Q2: 9,557 shares; 2025Q3: 16,601 shares; 2025Q4: 16,924 shares 16,924$648K<0.01%+323Timeline
PATHUIPATH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,502 shares; 2024Q4: 12,743 shares; 2025Q1: 16,435 shares; 2025Q2: 14,542 shares; 2025Q3: 14,998 shares; 2025Q4: 39,503 shares 39,503$647K<0.01%+24,505Timeline
BWABORGWARNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,177 shares; 2024Q4: 24,976 shares; 2025Q1: 26,140 shares; 2025Q2: 24,630 shares; 2025Q3: 15,129 shares; 2025Q4: 14,262 shares 14,262$643K<0.01%-867Timeline
OGSONE GAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,297 shares; 2024Q4: 3,884 shares; 2025Q1: 5,103 shares; 2025Q2: 5,942 shares; 2025Q3: 7,214 shares; 2025Q4: 8,316 shares 8,316$642K<0.01%+1,102Timeline
QDFFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,625 shares; 2024Q4: 3,472 shares; 2025Q1: 3,576 shares; 2025Q2: 5,564 shares; 2025Q3: 6,964 shares; 2025Q4: 7,949 shares 7,949$642K<0.01%+985Timeline
VLTOVERALTO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,541 shares; 2024Q4: 4,469 shares; 2025Q1: 4,880 shares; 2025Q2: 4,732 shares; 2025Q3: 4,905 shares; 2025Q4: 6,403 shares 6,403$639K<0.01%+1,498Timeline
COKECOCA COLA CONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 189 shares; 2025Q1: 266 shares; 2025Q2: 3,249 shares; 2025Q3: 3,599 shares; 2025Q4: 4,139 shares 4,139$634K<0.01%+540Timeline
KBESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 887 shares; 2025Q1: 764 shares; 2025Q2: 1,127 shares; 2025Q3: 10,125 shares; 2025Q4: 10,434 shares 10,434$633K<0.01%+309Timeline
MPLXMPLX LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 508 shares; 2024Q4: 5,932 shares; 2025Q1: 5,632 shares; 2025Q2: 6,911 shares; 2025Q3: 10,446 shares; 2025Q4: 11,865 shares 11,865$633K<0.01%+1,419Timeline
FNFABRINETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311 shares; 2024Q4: 330 shares; 2025Q1: 396 shares; 2025Q2: 719 shares; 2025Q3: 757 shares; 2025Q4: 1,390 shares 1,390$633K<0.01%+633Timeline
SUSCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,157 shares; 2024Q4: 9,782 shares; 2025Q1: 20,290 shares; 2025Q2: 23,228 shares; 2025Q3: 25,856 shares; 2025Q4: 27,000 shares 27,000$631K<0.01%+1,144Timeline
WABWABTECQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 935 shares; 2024Q4: 1,314 shares; 2025Q1: 1,829 shares; 2025Q2: 2,116 shares; 2025Q3: 2,583 shares; 2025Q4: 2,932 shares 2,932$626K<0.01%+349Timeline
AURAURORA INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 24,051 shares; 2025Q1: 52,270 shares; 2025Q2: 65,931 shares; 2025Q3: 95,414 shares; 2025Q4: 162,769 shares 162,769$625K<0.01%+67,355Timeline
PODDINSULET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,469 shares; 2024Q4: 1,527 shares; 2025Q1: 1,644 shares; 2025Q2: 1,727 shares; 2025Q3: 1,789 shares; 2025Q4: 2,192 shares 2,192$623K<0.01%+403Timeline
XSWSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 1,660 shares; 2025Q1: 2,889 shares; 2025Q2: 3,961 shares; 2025Q3: 3,873 shares; 2025Q4: 3,325 shares 3,325$622K<0.01%-548Timeline
ALLEALLEGION PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 1,130 shares; 2025Q1: 973 shares; 2025Q2: 2,562 shares; 2025Q3: 2,056 shares; 2025Q4: 3,899 shares 3,899$621K<0.01%+1,843Timeline
LYBLYONDELLBASELL INDUSTRIES NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,091 shares; 2024Q4: 2,777 shares; 2025Q1: 4,925 shares; 2025Q2: 8,917 shares; 2025Q3: 11,894 shares; 2025Q4: 14,333 shares 14,333$621K<0.01%+2,439Timeline
IYZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,655 shares; 2024Q4: 9,981 shares; 2025Q1: 11,822 shares; 2025Q2: 14,460 shares; 2025Q3: 16,493 shares; 2025Q4: 18,278 shares 18,278$620K<0.01%+1,785Timeline
KORPAMERICAN CENTY 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: 962 shares; 2025Q2: 1,614 shares; 2025Q3: 3,175 shares; 2025Q4: 13,113 shares 13,113$620K<0.01%+9,938Timeline
ILMNILLUMINA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,602 shares; 2024Q4: 4,632 shares; 2025Q1: 3,811 shares; 2025Q2: 2,567 shares; 2025Q3: 4,982 shares; 2025Q4: 4,717 shares 4,717$619K<0.01%-265Timeline
UMBFUMB FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,558 shares; 2024Q4: 5,499 shares; 2025Q1: 4,454 shares; 2025Q2: 4,493 shares; 2025Q3: 5,114 shares; 2025Q4: 5,372 shares 5,372$618K<0.01%+258Timeline
CRSCARPENTER TECHNOLOGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 577 shares; 2024Q4: 829 shares; 2025Q1: 918 shares; 2025Q2: 1,173 shares; 2025Q3: 1,535 shares; 2025Q4: 1,951 shares 1,951$614K<0.01%+416Timeline
UPSTUPSTART HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,344 shares; 2024Q4: 5,511 shares; 2025Q1: 6,750 shares; 2025Q2: 8,797 shares; 2025Q3: 10,965 shares; 2025Q4: 14,009 shares 14,009$613K<0.01%+3,044Timeline
NANRSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,323 shares; 2024Q4: 3,677 shares; 2025Q1: 4,761 shares; 2025Q2: 7,104 shares; 2025Q3: 8,016 shares; 2025Q4: 9,005 shares 9,005$611K<0.01%+989Timeline
GGMEINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,788 shares; 2024Q4: 11,023 shares; 2025Q1: 11,222 shares; 2025Q2: 10,709 shares; 2025Q3: 10,709 shares; 2025Q4: 10,234 shares 10,234$610K<0.01%-475Timeline
REZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,517 shares; 2024Q4: 4,941 shares; 2025Q1: 4,912 shares; 2025Q2: 5,826 shares; 2025Q3: 6,700 shares; 2025Q4: 7,372 shares 7,372$609K<0.01%+672Timeline
NGGNATIONAL GRID PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,553 shares; 2024Q4: 3,118 shares; 2025Q1: 4,693 shares; 2025Q2: 6,276 shares; 2025Q3: 6,177 shares; 2025Q4: 7,839 shares 7,839$606K<0.01%+1,662Timeline
LITGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,116 shares; 2024Q4: 2,276 shares; 2025Q1: 6,656 shares; 2025Q2: 6,373 shares; 2025Q3: 6,211 shares; 2025Q4: 9,325 shares 9,325$605K<0.01%+3,114Timeline
NCANUVEEN CALIFORNIA MUNI VLU FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,957 shares; 2024Q4: 17,855 shares; 2025Q1: 27,805 shares; 2025Q2: 45,131 shares; 2025Q3: 63,962 shares; 2025Q4: 67,462 shares 67,462$604K<0.01%+3,500Timeline
SYMSYMBOTIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 967 shares; 2024Q4: 2,457 shares; 2025Q1: 5,634 shares; 2025Q2: 6,669 shares; 2025Q3: 8,034 shares; 2025Q4: 10,124 shares 10,124$602K<0.01%+2,090Timeline
IEOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,953 shares; 2024Q4: 6,664 shares; 2025Q1: 8,917 shares; 2025Q2: 9,131 shares; 2025Q3: 7,428 shares; 2025Q4: 6,744 shares 6,744$602K<0.01%-684Timeline
SPVMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 799 shares; 2024Q4: 747 shares; 2025Q1: 1,775 shares; 2025Q2: 3,310 shares; 2025Q3: 5,344 shares; 2025Q4: 8,863 shares 8,863$601K<0.01%+3,519Timeline
BANK OF AMER CORPBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 74 shares; 2025Q1: 150 shares; 2025Q2: 224 shares; 2025Q3: 317 shares; 2025Q4: 478 shares 478$598K<0.01%+161
PPTFRANKLIN PREMIER INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,539 shares; 2024Q4: 13,716 shares; 2025Q1: 18,215 shares; 2025Q2: 123,407 shares; 2025Q3: 159,494 shares; 2025Q4: 168,196 shares 168,196$595K<0.01%+8,702Timeline
LACLITHIUM AMERS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,442 shares; 2024Q4: 87,350 shares; 2025Q1: 75,482 shares; 2025Q2: 89,418 shares; 2025Q3: 97,862 shares; 2025Q4: 135,622 shares 135,622$591K<0.01%+37,760Timeline
UAUNDER ARMOUR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,638 shares; 2024Q4: 21,017 shares; 2025Q1: 28,786 shares; 2025Q2: 34,603 shares; 2025Q3: 36,035 shares; 2025Q4: 123,004 shares 123,004$590K<0.01%+86,969Timeline
WUWESTERN UN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,548 shares; 2024Q4: 17,777 shares; 2025Q1: 22,180 shares; 2025Q2: 40,437 shares; 2025Q3: 59,576 shares; 2025Q4: 63,346 shares 63,346$590K<0.01%+3,770Timeline
QXOQXO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 337 shares; 2025Q1: 3,223 shares; 2025Q2: 14,573 shares; 2025Q3: 23,897 shares; 2025Q4: 30,551 shares 30,551$589K<0.01%+6,654Timeline
PBFPBF ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,817 shares; 2024Q4: 6,325 shares; 2025Q1: 7,190 shares; 2025Q2: 5,789 shares; 2025Q3: 5,587 shares; 2025Q4: 21,690 shares 21,690$588K<0.01%+16,103Timeline
IMVPINVESCO INDIA EXCHANGE-TRADEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,559 shares; 2024Q4: 14,138 shares; 2025Q1: 17,008 shares; 2025Q2: 27,747 shares; 2025Q3: 26,956 shares; 2025Q4: 24,194 shares 24,194$588K<0.01%-2,762Timeline
ONDSONDAS 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: 2,020 shares; 2025Q3: 53,508 shares; 2025Q4: 59,975 shares 59,975$585K<0.01%+6,467Timeline
FLRFLUOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,340 shares; 2024Q4: 3,744 shares; 2025Q1: 11,869 shares; 2025Q2: 11,035 shares; 2025Q3: 13,302 shares; 2025Q4: 14,693 shares 14,693$582K<0.01%+1,391Timeline
PICKISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,353 shares; 2024Q4: 4,505 shares; 2025Q1: 4,510 shares; 2025Q2: 4,089 shares; 2025Q3: 5,754 shares; 2025Q4: 11,325 shares 11,325$581K<0.01%+5,571Timeline
CHTRCHARTER COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 874 shares; 2024Q4: 904 shares; 2025Q1: 1,406 shares; 2025Q2: 451 shares; 2025Q3: 1,463 shares; 2025Q4: 2,780 shares 2,780$580K<0.01%+1,317Timeline
OPPEWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,275 shares; 2024Q4: 2,656 shares; 2025Q1: 3,556 shares; 2025Q2: 8,582 shares; 2025Q3: 9,232 shares; 2025Q4: 11,287 shares 11,287$580K<0.01%+2,055Timeline
MNDYMONDAY COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: 834 shares; 2025Q1: 1,383 shares; 2025Q2: 2,257 shares; 2025Q3: 2,180 shares; 2025Q4: 3,925 shares 3,925$579K<0.01%+1,745Timeline
LMATLEMAITRE VASCULAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,800 shares; 2024Q4: 6,987 shares; 2025Q1: 7,268 shares; 2025Q2: 7,328 shares; 2025Q3: 7,486 shares; 2025Q4: 7,141 shares 7,141$579K<0.01%-345Timeline
EVREVERCORE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 935 shares; 2024Q4: 904 shares; 2025Q1: 1,067 shares; 2025Q2: 804 shares; 2025Q3: 1,260 shares; 2025Q4: 1,701 shares 1,701$579K<0.01%+441Timeline
IGEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 899 shares; 2025Q1: 1,454 shares; 2025Q2: 11,853 shares; 2025Q3: 10,061 shares; 2025Q4: 11,509 shares 11,509$578K<0.01%+1,448Timeline
EQINCOLUMBIA ETF TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,938 shares; 2025Q4: 12,143 shares 12,143$577K<0.01%+5,205Timeline
NWPXNWPX INFRASTRUCTURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 83 shares; 2025Q3: 4,612 shares; 2025Q4: 9,196 shares 9,196$575K<0.01%+4,584Timeline
USFDUS FOODS HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,576 shares; 2024Q4: 4,576 shares; 2025Q1: 5,566 shares; 2025Q2: 7,242 shares; 2025Q3: 7,740 shares; 2025Q4: 7,604 shares 7,604$573K<0.01%-136Timeline
MODMODINE MFG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 86 shares; 2025Q1: 2,334 shares; 2025Q2: 2,697 shares; 2025Q3: 3,147 shares; 2025Q4: 4,284 shares 4,284$572K<0.01%+1,137Timeline
KNSLKINSALE CAP GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288 shares; 2024Q4: 543 shares; 2025Q1: 786 shares; 2025Q2: 1,218 shares; 2025Q3: 1,621 shares; 2025Q4: 1,459 shares 1,459$571K<0.01%-162Timeline
EELVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,838 shares; 2024Q4: 7,149 shares; 2025Q1: 10,777 shares; 2025Q2: 15,533 shares; 2025Q3: 19,666 shares; 2025Q4: 20,792 shares 20,792$570K<0.01%+1,126Timeline
DOCHEALTHPEAK PROPERTIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,845 shares; 2024Q4: 11,963 shares; 2025Q1: 14,727 shares; 2025Q2: 22,262 shares; 2025Q3: 26,648 shares; 2025Q4: 35,394 shares 35,394$569K<0.01%+8,746Timeline
HRBBLOCK H & R INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,600 shares; 2024Q4: 11,023 shares; 2025Q1: 13,067 shares; 2025Q2: 13,624 shares; 2025Q3: 14,802 shares; 2025Q4: 13,055 shares 13,055$569K<0.01%-1,747Timeline
IYMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 921 shares; 2024Q4: 2,098 shares; 2025Q1: 3,233 shares; 2025Q2: 2,491 shares; 2025Q3: 3,450 shares; 2025Q4: 3,694 shares 3,694$569K<0.01%+244Timeline
CMCCOMMERCIAL METALS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,349 shares; 2024Q4: 1,646 shares; 2025Q1: 1,611 shares; 2025Q2: 1,290 shares; 2025Q3: 4,736 shares; 2025Q4: 8,206 shares 8,206$568K<0.01%+3,470Timeline
PPLTABRDN PLATINUM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 533 shares; 2024Q4: 454 shares; 2025Q1: 1,773 shares; 2025Q2: 2,493 shares; 2025Q3: 2,503 shares; 2025Q4: 3,044 shares 3,044$567K<0.01%+541Timeline
MEDPMEDPACE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 114 shares; 2025Q1: 109 shares; 2025Q2: 734 shares; 2025Q3: 768 shares; 2025Q4: 1,010 shares 1,010$567K<0.01%+242Timeline
INCYINCYTE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,192 shares; 2024Q4: 4,296 shares; 2025Q1: 3,360 shares; 2025Q2: 1,984 shares; 2025Q3: 4,314 shares; 2025Q4: 5,733 shares 5,733$566K<0.01%+1,419Timeline
WYNNWYNN RESORTS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,548 shares; 2024Q4: 9,395 shares; 2025Q1: 7,690 shares; 2025Q2: 5,791 shares; 2025Q3: 5,046 shares; 2025Q4: 4,705 shares 4,705$566K<0.01%-341Timeline
MPVBARINGS PARTN INVSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,136 shares; 2024Q4: 20,484 shares; 2025Q1: 22,217 shares; 2025Q2: 22,980 shares; 2025Q3: 26,132 shares; 2025Q4: 35,568 shares 35,568$565K<0.01%+9,436Timeline
CZAINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 1,580 shares; 2025Q1: 2,203 shares; 2025Q2: 3,619 shares; 2025Q3: 4,539 shares; 2025Q4: 5,098 shares 5,098$565K<0.01%+559Timeline
MOTIVANECK 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: 200 shares; 2025Q2: 200 shares; 2025Q3: 1,618 shares; 2025Q4: 15,365 shares 15,365$564K<0.01%+13,747Timeline
DOLWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,008 shares; 2024Q4: 2,077 shares; 2025Q1: 4,459 shares; 2025Q2: 5,742 shares; 2025Q3: 7,731 shares; 2025Q4: 8,537 shares 8,537$562K<0.01%+806Timeline
VIOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474 shares; 2024Q4: 712 shares; 2025Q1: 2,051 shares; 2025Q2: 3,468 shares; 2025Q3: 4,359 shares; 2025Q4: 4,622 shares 4,622$561K<0.01%+263Timeline
EMLCVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,321 shares; 2024Q4: 10,419 shares; 2025Q1: 12,973 shares; 2025Q2: 13,777 shares; 2025Q3: 15,331 shares; 2025Q4: 21,626 shares 21,626$558K<0.01%+6,295Timeline
IIFMORGAN STANLEY INDIA INVT FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,669 shares; 2024Q4: 10,000 shares; 2025Q1: 14,707 shares; 2025Q2: 24,425 shares; 2025Q3: 24,728 shares; 2025Q4: 22,257 shares 22,257$556K<0.01%-2,471Timeline
GNRSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,684 shares; 2024Q4: 3,288 shares; 2025Q1: 3,363 shares; 2025Q2: 3,740 shares; 2025Q3: 4,058 shares; 2025Q4: 8,937 shares 8,937$555K<0.01%+4,879Timeline
CGCARLYLE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 2,569 shares; 2025Q1: 5,072 shares; 2025Q2: 6,149 shares; 2025Q3: 7,667 shares; 2025Q4: 9,393 shares 9,393$555K<0.01%+1,726Timeline
BLDRBUILDERS FIRSTSOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,417 shares; 2024Q4: 3,245 shares; 2025Q1: 5,357 shares; 2025Q2: 6,053 shares; 2025Q3: 5,809 shares; 2025Q4: 5,390 shares 5,390$555K<0.01%-419Timeline
PIIMPINJ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 260 shares; 2025Q1: 342 shares; 2025Q2: 578 shares; 2025Q3: 772 shares; 2025Q4: 3,186 shares 3,186$554K<0.01%+2,414Timeline
ARCCARES CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,698 shares; 2024Q4: 8,887 shares; 2025Q1: 15,776 shares; 2025Q2: 14,836 shares; 2025Q3: 16,270 shares; 2025Q4: 27,404 shares 27,404$554K<0.01%+11,134Timeline
OSKOSHKOSH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 384 shares; 2024Q4: 1,282 shares; 2025Q1: 1,791 shares; 2025Q2: 3,187 shares; 2025Q3: 4,053 shares; 2025Q4: 4,400 shares 4,400$553K<0.01%+347Timeline
TEVATEVA PHARMACEUTICAL INDS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,501 shares; 2024Q4: 8,592 shares; 2025Q1: 11,536 shares; 2025Q2: 10,449 shares; 2025Q3: 15,086 shares; 2025Q4: 17,684 shares 17,684$552K<0.01%+2,598Timeline
PNWPINNACLE WEST CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 609 shares; 2024Q4: 1,075 shares; 2025Q1: 2,341 shares; 2025Q2: 4,314 shares; 2025Q3: 5,968 shares; 2025Q4: 6,209 shares 6,209$551K<0.01%+241Timeline
DRLLEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 11,182 shares; 2025Q1: 20,896 shares; 2025Q2: 23,661 shares; 2025Q3: 26,960 shares; 2025Q4: 19,227 shares 19,227$549K<0.01%-7,733Timeline
NYFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,317 shares; 2025Q2: 5,186 shares; 2025Q3: 6,052 shares; 2025Q4: 10,250 shares 10,250$548K<0.01%+4,198Timeline
FCORFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 733 shares; 2025Q1: 1,699 shares; 2025Q2: 2,986 shares; 2025Q3: 9,024 shares; 2025Q4: 11,468 shares 11,468$548K<0.01%+2,444Timeline
TECKTECK RESOURCES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 397 shares; 2024Q4: 1,758 shares; 2025Q1: 2,323 shares; 2025Q2: 2,724 shares; 2025Q3: 10,590 shares; 2025Q4: 11,434 shares 11,434$548K<0.01%+844Timeline
REVGREV GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: 504 shares; 2025Q2: 564 shares; 2025Q3: 6,338 shares; 2025Q4: 9,004 shares 9,004$548K<0.01%+2,666Timeline
SHMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,356 shares; 2024Q4: 8,141 shares; 2025Q1: 15,118 shares; 2025Q2: 10,106 shares; 2025Q3: 13,093 shares; 2025Q4: 11,383 shares 11,383$546K<0.01%-1,710Timeline
PRPERMIAN RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,673 shares; 2024Q4: 29,631 shares; 2025Q1: 32,912 shares; 2025Q2: 39,917 shares; 2025Q3: 34,435 shares; 2025Q4: 38,889 shares 38,889$546K<0.01%+4,454Timeline
WELLS FARGO & COWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 200 shares; 2025Q1: 254 shares; 2025Q2: 349 shares; 2025Q3: 385 shares; 2025Q4: 449 shares 449$544K<0.01%+64
KIESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,853 shares; 2024Q4: 4,381 shares; 2025Q1: 5,465 shares; 2025Q2: 7,332 shares; 2025Q3: 9,116 shares; 2025Q4: 9,010 shares 9,010$542K<0.01%-106Timeline
OKTAOKTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 862 shares; 2024Q4: 1,847 shares; 2025Q1: 2,673 shares; 2025Q2: 3,565 shares; 2025Q3: 4,707 shares; 2025Q4: 6,239 shares 6,239$539K<0.01%+1,532Timeline
CRBGCOREBRIDGE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,288 shares; 2024Q4: 18,661 shares; 2025Q1: 18,885 shares; 2025Q2: 22,067 shares; 2025Q3: 16,809 shares; 2025Q4: 17,871 shares 17,871$539K<0.01%+1,062Timeline
OTTROTTER TAIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 924 shares; 2024Q4: 2,116 shares; 2025Q1: 5,565 shares; 2025Q2: 5,960 shares; 2025Q3: 5,739 shares; 2025Q4: 6,637 shares 6,637$536K<0.01%+898Timeline
EWSISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,450 shares; 2024Q4: 15,547 shares; 2025Q1: 17,430 shares; 2025Q2: 13,637 shares; 2025Q3: 18,549 shares; 2025Q4: 19,424 shares 19,424$534K<0.01%+875Timeline
PBEINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,514 shares; 2024Q4: 2,315 shares; 2025Q1: 2,486 shares; 2025Q2: 5,384 shares; 2025Q3: 5,358 shares; 2025Q4: 6,504 shares 6,504$534K<0.01%+1,146Timeline
KDKYNDRYL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,069 shares; 2024Q4: 5,134 shares; 2025Q1: 12,916 shares; 2025Q2: 19,708 shares; 2025Q3: 26,411 shares; 2025Q4: 20,116 shares 20,116$534K<0.01%-6,295Timeline
ALSNALLISON TRANSMISSION HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 472 shares; 2024Q4: 1,880 shares; 2025Q1: 2,580 shares; 2025Q2: 2,930 shares; 2025Q3: 3,353 shares; 2025Q4: 5,449 shares 5,449$533K<0.01%+2,096Timeline
RBCRBC BEARINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228 shares; 2024Q4: 677 shares; 2025Q1: 769 shares; 2025Q2: 968 shares; 2025Q3: 994 shares; 2025Q4: 1,183 shares 1,183$531K<0.01%+189Timeline
IXGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,576 shares; 2024Q4: 1,775 shares; 2025Q1: 2,117 shares; 2025Q2: 3,262 shares; 2025Q3: 4,395 shares; 2025Q4: 4,380 shares 4,380$529K<0.01%-15Timeline
WRBBERKLEY W R CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,417 shares; 2024Q4: 2,356 shares; 2025Q1: 3,545 shares; 2025Q2: 5,722 shares; 2025Q3: 6,192 shares; 2025Q4: 7,502 shares 7,502$526K<0.01%+1,310Timeline

Sold out in Q4 2025

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

The largest 100 of 262. All 262

SecurityShares beforeValue beforeType
TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADR340,141$21.2Mshares
INVESCO BULLETSHARES 2025 CBINVESCO BULLETSHARES 2025 CB369,713$7.65Mshares
KKELLANOVA79,613$6.21Mshares
UNILEVER PLCUNILEVER PLC67,249$3.99Mshares
INVESCO EXCH TRD SLF IDX FDINVESCO EXCH TRD SLF IDX FD132,683$3.06Mshares
ISHARES IBONDS DEC 2025 TERMISHARES IBONDS DEC 2025 TERM85,153$2.14Mshares
HANESBRANDS INCHANESBRANDS INC149,458$985Kshares
INVESCOINVESCO24,661$605Kshares
INTERPUBLIC GROUP COSINTERPUBLIC GROUP COS15,557$410Kshares
MR COOPER GROUP INCMR COOPER GROUP INC964$205Kshares
FIXDFIRST TR EXCHNG TRADED FD VI3,550$157Kshares
ISHARESISHARES5,814$156Kshares
DECZELEVATION SERIES TRUST3,198$130Kshares
ALEALLETE INC1,948$129Kshares
THROBLACKROCK ETF TRUST3,048$115Kshares
EHEHANG HLDGS LTD5,613$101Kshares
BAIBLACKROCK ETF TRUST2,482$83.8Kshares
DNPDNP SELECT INCOME FD INC8,313$83.2Kshares
NULGNUSHARES ETF TR751$74.1Kshares
LNWOLIGHT & WONDER INC775$65.8Kshares
TILRAY INCTILRAY INC55,243$63.5Kshares
CUSHMAN & WAKEFIELD UK HOLDCCUSHMAN & WAKEFIELD UK HOLDC3,564$56.6Kshares
IBITISHARES BITCOIN TRUST ETF885$54.8Kshares
BRYBerry Corp12,505$50.1Kshares
FMARFIRST TR EXCHNG TRADED FD VI1,000$46.3Kshares
FRAFFRANKLIN FINL SVCS CORP1,000$46Kshares
SPRSPIRIT AEROSYSTEMS HLDGS INC1,041$41.3Kshares
YYYAMPLIFY ETF TR3,450$40.7Kshares
KWYKINGSWAY CORP2,632$38.3Kshares
WNS HLDGS LTD COM SHSWNS HLDGS LTD COM SHS491$37.4Kshares
KMPRKEMPER CORP656$34Kshares
VERONA PHARMA PLCVERONA PHARMA PLC300$32Kshares
FJANFIRST TR EXCHNG TRADED FD VI600$30Kshares
VEGIISHARES INC750$29.6Kshares
BFSTBUSINESS FIRST BANCSHARES IN1,200$29.1Kshares
EUDGWISDOMTREE TR810$28.1Kshares
UTESETFIS SER TR I332$27.6Kshares
BSTBLACKROCK SCIENCE & TECHNOLO624$25.5Kshares
TXOTXO PARTNERS LP1,659$23.8Kshares
HYDBISHARES TR486$23.2Kshares
MOBILICOM ORDMOBILICOM ORD2,144$21.9Kshares
ADPTADAPTIVE BIOTECHNOLOGIES COR1,600$21.2Kshares
XDHYXCREDIT SUISSE HIGH YIELD CRE10,000$21Kshares
VSTAVASTA PLATFORM LTD CLASS A (CY4,000$19.8Kshares
XFIVBONDBLOXX ETF TRUST375$18.6Kshares
LAZRQLUMINAR TECHNOLOGIES INC. COM9,098$18.4Kshares
GJULFIRST TR EXCHNG TRADED FD VI436$17.6Kshares
TQQQPROSHARES TR168$17Kshares
BITBLACKROCK MULTI SECTOR INC T1,276$17Kshares
BDYNBLACKROCK ETF TRUST671$16.9Kshares
BDVLBLACKROCK ETF TRUST679$16.9Kshares
ABRDN JAPAN EQUITY FUND INCABRDN JAPAN EQUITY FUND INC1,975$16.6Kshares
KIOKKR INCOME OPPORTUNITIES FD1,269$16Kshares
LLYVKLIBERTY MEDIA CORP DEL165$15.9Kshares
XIMRFIRST TR EXCHNG TRADED FD VI500$15.6Kshares
XAPRFIRST TR EXCHNG TRADED FD VI400$14.3Kshares
MERUS N VMERUS N V205$14.1Kshares
CSRCENTERSPACE228$13.4Kshares
GUILD HLDGS COGUILD HLDGS CO650$13Kshares
DINTDAVIS FUNDAMENTAL ETF TR462$12.9Kshares
CHCTCOMMUNITY HEALTHCARE TR INC850$12.8Kshares
JSMDJANUS DETROIT STR TR145$12.3Kshares
FTHIFIRST TR EXCHANGE TRADED FD490$11.6Kshares
IRBTQIROBOT CORP3,327$11.6Kshares
JFRNUVEEN FLOATING RATE INCOME1,339$10.8Kshares
WWWW INTL INC385$10.6Kshares
FIWFIRST TR EXCHANGE-TRADED FD95$10.5Kshares
LQTIFIRST TR EXCHANGE-TRADED FD500$10.2Kshares
IVLUISHARES TR274$9.7Kshares
MLCIMOUNT LOGAN CAP INC1,208$9.54Kshares
XLGIXLAZARD GLOBAL TOTAL RETURN &554$9.54Kshares
RABROOKFIELD REAL ASSETS INCOM700$9.37Kshares
PLOWDOUGLAS DYNAMICS INC286$9.01Kshares
VERITEX HLDGS INCVERITEX HLDGS INC265$8.95Kshares
SOXQINVESCO EXCH TRADED FD TR II180$8.93Kshares
EWIISHARES INC172$8.87Kshares
ALTOALTO INGREDIENTS INC7,936$8.65Kshares
FUMBFIRST TR EXCH TRADED FD III395$7.94Kshares
IFVFIRST TR EXCHANGE TRADED FD326$7.85Kshares
VERINT SYS INCVERINT SYS INC383$7.76Kshares
SDVDFIRST TR EXCHANGE-TRADED FD350$7.6Kshares
FINVFINVOLUTION GROUP1,000$7.55Kshares
AVIDXCHANGE HOLDINGS INCAVIDXCHANGE HOLDINGS INC719$7.16Kshares
PLCECHILDRENS PL INC NEW1,000$6.8Kshares
HYDRGLOBAL X FDS200$6.67Kshares
USDPROSHARES TR70$6.61Kshares
QMOMEA SERIES TRUST100$6.45Kshares
KCKINGSOFT CLOUD HLDGS LTD400$6.26Kshares
PFDFLAHERTY & CRUMRINE PFD INCO510$6.12Kshares
EODALLSPRING GLOBAL DIVIDEND OP1,000$5.58Kshares
LLYVALIBERTY MEDIA CORP56$5.25Kshares
Sandstorm Gold LtdSandstorm Gold Ltd425$5.21Kshares
DAPPVANECK ETF TRUST248$5.1Kshares
SCSSTEELCASE INC-CLASS A284$4.85Kshares
NECBNORTHEAST CMNTY BANCORP INC228$4.76Kshares
LPTHLIGHTPATH TECHNOLOGIES INC586$4.63Kshares
OMFSINVESCO EXCH TRD SLF IDX FD103$4.54Kshares
ADVERUM BIOTECHNOLOGIES INCADVERUM BIOTECHNOLOGIES INC1,000$4.51Kshares
CISOCISO GLOBAL INC4,200$4.49Kshares
SRETGLOBAL X FDS200$4.3Kshares

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 0001193125-26-053658 base2026-02-17acceptance time not in the bulk data set