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MML INVESTORS SERVICES, LLC

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13F filer, CIK 701059, SPRINGFIELD, MA

MML INVESTORS SERVICES, LLC reported $30,031,493,000 across 2,683 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-14. Its ten largest share positions make up 17.42% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000701059-25-000010

Period
2025-03-31
Reported value
$30B
Holdings
2,683
Top 10 weight
17.42%
New
179
Sold out
154

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IVEadded+415,297$79.1M
OEFadded+240,788$65.2M
TLHadded+590,614$61.3M
QUALadded+342,816$58.6M
IEMGadded+943,092$50.9M

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
EFGreduced-869,291-$86.9M
TLTreduced-323,943-$29.5M
FBNDreduced-624,130-$28.5M
XLEreduced-296,094-$27.7M
IWYreduced-107,911-$22.8M

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, Q1 2025

Share positions as resolved from 13F-HR 0000701059-25-000010, largest first. % of portfolio is the value over $30,031,493,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
HYSPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,785 shares; 2024Q4: 21,241 shares; 2025Q1: 30,306 shares 30,306$2.84M0.01%+9,065Timeline
SFSTIFEL FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,521 shares; 2024Q4: 28,657 shares; 2025Q1: 30,002 shares 30,002$2.83M0.01%+1,345Timeline
KEYSKEYSIGHT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,879 shares; 2024Q4: 17,962 shares; 2025Q1: 18,875 shares 18,875$2.83M0.01%+913Timeline
ATOATMOS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,852 shares; 2024Q4: 12,096 shares; 2025Q1: 18,270 shares 18,270$2.82M0.01%+6,174Timeline
DTEDTE ENERGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,751 shares; 2024Q4: 17,783 shares; 2025Q1: 20,388 shares 20,388$2.82M0.01%+2,605Timeline
SRLNSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,026 shares; 2024Q4: 51,369 shares; 2025Q1: 68,502 shares 68,502$2.82M0.01%+17,133Timeline
FOCTFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,900 shares; 2024Q4: 64,622 shares; 2025Q1: 67,847 shares 67,847$2.82M0.01%+3,225Timeline
SSNCSS&C TECH HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,547 shares; 2024Q4: 22,055 shares; 2025Q1: 33,702 shares 33,702$2.81M0.01%+11,647Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,600 shares; 2024Q4: 86,679 shares; 2025Q1: 82,437 shares 82,437$2.81M0.01%-4,242Timeline
PIDINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,390 shares; 2024Q4: 240,162 shares; 2025Q1: 147,499 shares 147,499$2.81M0.01%-92,663Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,317 shares; 2024Q4: 59,488 shares; 2025Q1: 59,206 shares 59,206$2.81M0.01%-282Timeline
LENLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,964 shares; 2024Q4: 32,228 shares; 2025Q1: 24,468 shares 24,468$2.81M0.01%-7,760Timeline
FFLCFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,168 shares; 2024Q4: 118,588 shares; 2025Q1: 64,286 shares 64,286$2.8M0.01%-54,302Timeline
TUASIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 127,219 shares 127,219$2.79M0.01%newTimeline
TRITHOMSON REUTERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,925 shares; 2024Q4: 16,462 shares; 2025Q1: 16,148 shares 16,148$2.79M0.01%-314Timeline
BULPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,541 shares; 2024Q4: 57,442 shares; 2025Q1: 63,497 shares 63,497$2.79M0.01%+6,055Timeline
RWKINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,841 shares; 2024Q4: 26,793 shares; 2025Q1: 25,705 shares 25,705$2.77M0.01%-1,088Timeline
MSCIMSCI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,140 shares; 2024Q4: 6,215 shares; 2025Q1: 4,899 shares 4,899$2.77M0.01%-1,316Timeline
FENIFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,512 shares; 2024Q4: 78,281 shares; 2025Q1: 92,396 shares 92,396$2.75M0.01%+14,115Timeline
HUBBHUBBELL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,597 shares; 2024Q4: 7,834 shares; 2025Q1: 8,272 shares 8,272$2.74M0.01%+438Timeline
SPTISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,714 shares; 2024Q4: 34,175 shares; 2025Q1: 95,689 shares 95,689$2.73M0.01%+61,514Timeline
TREXTREX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,438 shares; 2024Q4: 44,920 shares; 2025Q1: 47,012 shares 47,012$2.73M0.01%+2,092Timeline
ONONON HLDG AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,200 shares; 2024Q4: 48,190 shares; 2025Q1: 62,149 shares 62,149$2.73M0.01%+13,959Timeline
DPZDOMINOS PIZZA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,014 shares; 2024Q4: 4,981 shares; 2025Q1: 5,925 shares 5,925$2.72M0.01%+944Timeline
GJANFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,405 shares; 2024Q4: 27,961 shares; 2025Q1: 72,232 shares 72,232$2.72M0.01%+44,271Timeline
JSCPJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,981 shares; 2024Q4: 12,052 shares; 2025Q1: 57,505 shares 57,505$2.71M0.01%+45,453Timeline
VGLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,339 shares; 2024Q4: 53,554 shares; 2025Q1: 47,081 shares 47,081$2.71M0.01%-6,473Timeline
EMLCVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,338 shares; 2024Q4: 67,315 shares; 2025Q1: 113,405 shares 113,405$2.71M0.01%+46,090Timeline
APOAPOLLO GLOBAL MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,629 shares; 2024Q4: 18,668 shares; 2025Q1: 19,756 shares 19,756$2.71M0.01%+1,088Timeline
DIHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,805 shares; 2024Q4: 43,297 shares; 2025Q1: 99,809 shares 99,809$2.69M0.01%+56,512Timeline
FBTCFIDELITY WISE ORIGIN BITCOINQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,007 shares 37,007$2.66M0.01%newTimeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,958 shares; 2024Q4: 26,591 shares; 2025Q1: 31,914 shares 31,914$2.66M0.01%+5,323Timeline
HEZUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,756 shares; 2024Q4: 72,452 shares; 2025Q1: 68,047 shares 68,047$2.65M0.01%-4,405Timeline
IYMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,409 shares; 2024Q4: 18,475 shares; 2025Q1: 19,576 shares 19,576$2.64M0.01%+1,101Timeline
MDBMONGODB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,252 shares; 2024Q4: 7,039 shares; 2025Q1: 15,038 shares 15,038$2.64M0.01%+7,999Timeline
BIOBIO RAD LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,361 shares; 2024Q4: 10,660 shares; 2025Q1: 10,793 shares 10,793$2.63M0.01%+133Timeline
CATHGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,750 shares; 2024Q4: 39,709 shares; 2025Q1: 38,865 shares 38,865$2.62M0.01%-844Timeline
HIIHUNTINGTON INGALLS INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,363 shares; 2024Q4: 11,305 shares; 2025Q1: 12,848 shares 12,848$2.62M0.01%+1,543Timeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,172 shares; 2024Q4: 4,147 shares; 2025Q1: 12,520 shares 12,520$2.62M0.01%+8,373Timeline
OCTWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 74,240 shares; 2025Q1: 74,240 shares 74,240$2.61M0.01%0Timeline
RIORIO TINTO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,255 shares; 2024Q4: 41,563 shares; 2025Q1: 43,071 shares 43,071$2.59M0.01%+1,508Timeline
THCTENET HEALTHCARE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,409 shares; 2024Q4: 19,286 shares; 2025Q1: 19,168 shares 19,168$2.58M0.01%-118Timeline
SPHBINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,918 shares; 2024Q4: 35,444 shares; 2025Q1: 32,806 shares 32,806$2.57M0.01%-2,638Timeline
PNOVINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,941 shares; 2024Q4: 71,016 shares; 2025Q1: 68,862 shares 68,862$2.56M0.01%-2,154Timeline
INVESCO EXCH TRD SLF IDX FDINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,388 shares; 2024Q4: 166,642 shares; 2025Q1: 110,756 shares 110,756$2.55M0.01%-55,886
RMDRESMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,697 shares; 2024Q4: 11,468 shares; 2025Q1: 11,384 shares 11,384$2.55M0.01%-84Timeline
AREALEXANDRIA REAL ESTATE EQ INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,087 shares; 2024Q4: 26,173 shares; 2025Q1: 27,482 shares 27,482$2.54M0.01%+1,309Timeline
DXCMDEXCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,975 shares; 2024Q4: 36,235 shares; 2025Q1: 37,207 shares 37,207$2.54M0.01%+972Timeline
MMITNYLIM ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,064 shares; 2024Q4: 125,893 shares; 2025Q1: 105,995 shares 105,995$2.54M0.01%-19,898Timeline
WHWYNDHAM HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,384 shares; 2024Q4: 27,305 shares; 2025Q1: 27,885 shares 27,885$2.52M0.01%+580Timeline
DECUAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 104,824 shares 104,824$2.52M0.01%newTimeline
MMSIMERIT MED SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,690 shares; 2024Q4: 21,021 shares; 2025Q1: 23,736 shares 23,736$2.51M0.01%+2,715Timeline
IDEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,401 shares; 2024Q4: 140,438 shares; 2025Q1: 36,404 shares 36,404$2.51M0.01%-104,034Timeline
IMCVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,651 shares; 2024Q4: 34,567 shares; 2025Q1: 33,798 shares 33,798$2.51M0.01%-769Timeline
CFGCITIZENS FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,846 shares; 2024Q4: 56,989 shares; 2025Q1: 61,041 shares 61,041$2.5M0.01%+4,052Timeline
EWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,911 shares; 2024Q4: 39,087 shares; 2025Q1: 44,118 shares 44,118$2.5M0.01%+5,031Timeline
LWLAMB WESTON HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,181 shares; 2024Q4: 38,747 shares; 2025Q1: 46,775 shares 46,775$2.49M0.01%+8,028Timeline
OSISOSI SYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,658 shares; 2024Q4: 13,330 shares; 2025Q1: 12,820 shares 12,820$2.49M0.01%-510Timeline
JBTMJBT MAREL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,620 shares; 2024Q4: 17,056 shares; 2025Q1: 20,379 shares 20,379$2.49M0.01%+3,323Timeline
QDEFFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,656 shares; 2024Q4: 33,998 shares; 2025Q1: 35,588 shares 35,588$2.49M0.01%+1,590Timeline
LITGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,851 shares; 2024Q4: 65,532 shares; 2025Q1: 64,073 shares 64,073$2.49M0.01%-1,459Timeline
HOLXHOLOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,038 shares; 2024Q4: 38,706 shares; 2025Q1: 40,181 shares 40,181$2.48M0.01%+1,475Timeline
PFEBINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,396 shares; 2024Q4: 28,713 shares; 2025Q1: 69,220 shares 69,220$2.48M0.01%+40,507Timeline
ALAIR LEASE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,122 shares; 2024Q4: 47,250 shares; 2025Q1: 51,270 shares 51,270$2.48M0.01%+4,020Timeline
QGROAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,753 shares; 2024Q4: 29,524 shares; 2025Q1: 26,376 shares 26,376$2.47M0.01%-3,148Timeline
EHCENCOMPASS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,327 shares; 2024Q4: 20,366 shares; 2025Q1: 24,392 shares 24,392$2.47M0.01%+4,026Timeline
POOLPOOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,342 shares; 2024Q4: 6,488 shares; 2025Q1: 7,689 shares 7,689$2.45M0.01%+1,201Timeline
REMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,097 shares; 2024Q4: 102,249 shares; 2025Q1: 108,920 shares 108,920$2.44M0.01%+6,671Timeline
BUGGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,906 shares; 2024Q4: 68,168 shares; 2025Q1: 75,555 shares 75,555$2.44M0.01%+7,387Timeline
BCSBARCLAYS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,923 shares; 2024Q4: 172,060 shares; 2025Q1: 158,263 shares 158,263$2.43M0.01%-13,797Timeline
AGGYWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,124 shares; 2024Q4: 63,727 shares; 2025Q1: 55,812 shares 55,812$2.42M0.01%-7,915Timeline
MORTVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,953 shares; 2024Q4: 201,594 shares; 2025Q1: 216,828 shares 216,828$2.42M0.01%+15,234Timeline
NWGNATWEST GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,531 shares; 2024Q4: 83,820 shares; 2025Q1: 203,087 shares 203,087$2.42M0.01%+119,267Timeline
UFPTUFP TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 693 shares; 2024Q4: 2,693 shares; 2025Q1: 11,965 shares 11,965$2.41M0.01%+9,272Timeline
PAUGINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,237 shares; 2024Q4: 61,239 shares; 2025Q1: 63,820 shares 63,820$2.41M0.01%+2,581Timeline
RNRRENAISSANCERE HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,532 shares; 2024Q4: 9,989 shares; 2025Q1: 10,041 shares 10,041$2.41M0.01%+52Timeline
AFIFTWO RDS SHARED TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,233 shares; 2024Q4: 86,283 shares; 2025Q1: 260,743 shares 260,743$2.4M0.01%+174,460Timeline
QLYSQUALYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,864 shares; 2024Q4: 18,008 shares; 2025Q1: 19,040 shares 19,040$2.4M0.01%+1,032Timeline
PAAAPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,742 shares 46,742$2.4M0.01%newTimeline
AVSFAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,094 shares; 2024Q4: 43,671 shares; 2025Q1: 51,152 shares 51,152$2.39M0.01%+7,481Timeline
AZOAUTOZONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 629 shares; 2024Q4: 622 shares; 2025Q1: 627 shares 627$2.39M0.01%+5Timeline
HYMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,178 shares; 2024Q4: 90,804 shares; 2025Q1: 94,518 shares 94,518$2.38M0.01%+3,714Timeline
INSMINSMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,201 shares; 2024Q4: 22,955 shares; 2025Q1: 31,209 shares 31,209$2.38M0.01%+8,254Timeline
PBUSINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,090 shares; 2024Q4: 57,999 shares; 2025Q1: 42,446 shares 42,446$2.38M0.01%-15,553Timeline
APTVAPTIV PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,709 shares; 2025Q1: 39,688 shares 39,688$2.36M0.01%+979Timeline
XTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,552 shares; 2024Q4: 43,556 shares; 2025Q1: 40,920 shares 40,920$2.35M0.01%-2,636Timeline
LBRTLIBERTY ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,749 shares; 2024Q4: 128,730 shares; 2025Q1: 148,706 shares 148,706$2.35M0.01%+19,976Timeline
AVDSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,872 shares; 2024Q4: 31,685 shares; 2025Q1: 43,057 shares 43,057$2.34M0.01%+11,372Timeline
APGAPI GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,888 shares; 2024Q4: 54,186 shares; 2025Q1: 65,380 shares 65,380$2.34M0.01%+11,194Timeline
FRFIRST INDL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,523 shares; 2024Q4: 39,398 shares; 2025Q1: 43,240 shares 43,240$2.33M0.01%+3,842Timeline
AVREAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,048 shares; 2024Q4: 57,833 shares; 2025Q1: 54,065 shares 54,065$2.33M0.01%-3,768Timeline
SYFSYNCHRONY FINANCIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,582 shares; 2024Q4: 46,472 shares; 2025Q1: 43,641 shares 43,641$2.31M0.01%-2,831Timeline
EPAMEPAM SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,522 shares; 2024Q4: 4,380 shares; 2025Q1: 13,676 shares 13,676$2.31M0.01%+9,296Timeline
CGCVCAPITAL GROUP CONSERVATIVE EQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 85,128 shares 85,128$2.31M0.01%newTimeline
AOHYANGEL OAK FUNDS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,102 shares; 2024Q4: 220,279 shares; 2025Q1: 210,056 shares 210,056$2.3M0.01%-10,223Timeline
FASTFASTENAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,421 shares; 2024Q4: 28,573 shares; 2025Q1: 29,565 shares 29,565$2.29M0.01%+992Timeline
DFARDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,748 shares; 2024Q4: 90,074 shares; 2025Q1: 96,482 shares 96,482$2.29M0.01%+6,408Timeline
HFXINYLIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,495 shares; 2024Q4: 70,815 shares; 2025Q1: 83,278 shares 83,278$2.29M0.01%+12,463Timeline
KMLMKRANESHARES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,005 shares; 2024Q4: 86,420 shares; 2025Q1: 83,916 shares 83,916$2.29M0.01%-2,504Timeline
FICOFAIR ISAAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,743 shares; 2024Q4: 1,418 shares; 2025Q1: 1,241 shares 1,241$2.29M0.01%-177Timeline
BNOVINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,390 shares; 2024Q4: 59,079 shares; 2025Q1: 59,885 shares 59,885$2.29M0.01%+806Timeline
BXPBXP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,307 shares; 2024Q4: 39,029 shares; 2025Q1: 33,949 shares 33,949$2.28M0.01%-5,080Timeline
DWAWADVISORSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,084 shares; 2024Q4: 74,967 shares; 2025Q1: 61,633 shares 61,633$2.28M0.01%-13,334Timeline
AMERICAN CENTY ETF TRAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,066 shares; 2024Q4: 59,342 shares; 2025Q1: 64,444 shares 64,444$2.28M0.01%+5,102
BSJSINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,523 shares; 2024Q4: 36,475 shares; 2025Q1: 105,315 shares 105,315$2.28M0.01%+68,840Timeline
PNQIINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,736 shares; 2024Q4: 51,976 shares; 2025Q1: 51,555 shares 51,555$2.27M0.01%-421Timeline
BIDUBAIDU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,877 shares; 2024Q4: 2,927 shares; 2025Q1: 24,705 shares 24,705$2.27M0.01%+21,778Timeline
GPNGLOBAL PMTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,169 shares; 2024Q4: 22,014 shares; 2025Q1: 23,215 shares 23,215$2.27M0.01%+1,201Timeline
BBAGJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,472 shares; 2024Q4: 41,255 shares; 2025Q1: 49,294 shares 49,294$2.27M0.01%+8,039Timeline
MIDAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,742 shares; 2024Q4: 49,947 shares; 2025Q1: 39,741 shares 39,741$2.25M0.01%-10,206Timeline
VMCVULCAN MATLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,224 shares; 2024Q4: 9,328 shares; 2025Q1: 9,640 shares 9,640$2.25M0.01%+312Timeline
JNEUAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 86,281 shares 86,281$2.25M0.01%newTimeline
AMEAMETEK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,722 shares; 2024Q4: 10,885 shares; 2025Q1: 13,057 shares 13,057$2.25M0.01%+2,172Timeline
LIILENNOX INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,631 shares; 2024Q4: 2,428 shares; 2025Q1: 3,996 shares 3,996$2.24M0.01%+1,568Timeline
FIXCOMFORT SYS USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,595 shares; 2024Q4: 7,376 shares; 2025Q1: 6,950 shares 6,950$2.24M0.01%-426Timeline
GWREGUIDEWIRE SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,230 shares; 2024Q4: 10,353 shares; 2025Q1: 11,886 shares 11,886$2.23M0.01%+1,533Timeline
HLNHALEON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,782 shares; 2024Q4: 242,603 shares; 2025Q1: 216,075 shares 216,075$2.22M0.01%-26,528Timeline
DVNDEVON ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,649 shares; 2024Q4: 43,122 shares; 2025Q1: 59,438 shares 59,438$2.22M0.01%+16,316Timeline
WMGWARNER MUSIC GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,134 shares; 2024Q4: 73,540 shares; 2025Q1: 70,734 shares 70,734$2.22M0.01%-2,806Timeline
IVOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,854 shares; 2024Q4: 25,853 shares; 2025Q1: 22,446 shares 22,446$2.21M0.01%-3,407Timeline
IBDRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,809 shares; 2024Q4: 85,735 shares; 2025Q1: 91,250 shares 91,250$2.21M0.01%+5,515Timeline
BFEBINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,385 shares; 2024Q4: 23,500 shares; 2025Q1: 53,110 shares 53,110$2.21M0.01%+29,610Timeline
ITBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,482 shares; 2024Q4: 83,461 shares; 2025Q1: 23,133 shares 23,133$2.2M0.01%-60,328Timeline
FNFABRINETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,411 shares; 2024Q4: 16,118 shares; 2025Q1: 11,131 shares 11,131$2.2M0.01%-4,987Timeline
ILFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,294 shares; 2024Q4: 86,241 shares; 2025Q1: 93,303 shares 93,303$2.2M0.01%+7,062Timeline
IYFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,901 shares; 2024Q4: 18,306 shares; 2025Q1: 19,426 shares 19,426$2.19M0.01%+1,120Timeline
TYLTYLER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,937 shares; 2024Q4: 2,936 shares; 2025Q1: 3,766 shares 3,766$2.19M0.01%+830Timeline
LTHLIFE TIME GROUP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,033 shares; 2025Q1: 72,306 shares 72,306$2.18M0.01%+35,273Timeline
EDIVSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,730 shares; 2024Q4: 25,231 shares; 2025Q1: 61,181 shares 61,181$2.18M0.01%+35,950Timeline
IQDFFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,612 shares; 2024Q4: 73,062 shares; 2025Q1: 87,338 shares 87,338$2.18M0.01%+14,276Timeline
HPEHEWLETT PACKARD ENTERPRISE CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,660 shares; 2024Q4: 124,536 shares; 2025Q1: 140,944 shares 140,944$2.17M0.01%+16,408Timeline
DURAVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,094 shares; 2024Q4: 55,336 shares; 2025Q1: 63,593 shares 63,593$2.17M0.01%+8,257Timeline
PINSPINTEREST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,273 shares; 2024Q4: 35,559 shares; 2025Q1: 69,685 shares 69,685$2.16M0.01%+34,126Timeline
PMARINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,018 shares; 2024Q4: 30,307 shares; 2025Q1: 54,036 shares 54,036$2.16M0.01%+23,729Timeline
BSCXINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,888 shares; 2024Q4: 99,230 shares; 2025Q1: 103,170 shares 103,170$2.15M0.01%+3,940Timeline
IPINTERNATIONAL PAPER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,749 shares; 2024Q4: 51,944 shares; 2025Q1: 40,369 shares 40,369$2.15M0.01%-11,575Timeline
FLJPFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,799 shares; 2024Q4: 82,841 shares; 2025Q1: 73,042 shares 73,042$2.15M0.01%-9,799Timeline
TOSTTOAST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,313 shares; 2024Q4: 163,628 shares; 2025Q1: 64,566 shares 64,566$2.14M0.01%-99,062Timeline
WTFCWINTRUST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,201 shares; 2024Q4: 6,843 shares; 2025Q1: 19,050 shares 19,050$2.14M0.01%+12,207Timeline
DBDEUTSCHE BK AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,267 shares; 2024Q4: 33,022 shares; 2025Q1: 89,841 shares 89,841$2.14M0.01%+56,819Timeline
EXPDEXPEDITORS INTL WASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,488 shares; 2024Q4: 10,255 shares; 2025Q1: 17,729 shares 17,729$2.13M0.01%+7,474Timeline
BKRBAKER HUGHES COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,340 shares; 2024Q4: 43,735 shares; 2025Q1: 48,483 shares 48,483$2.13M0.01%+4,748Timeline
LYVLIVE NATION ENTERTAINMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,517 shares; 2024Q4: 9,475 shares; 2025Q1: 16,306 shares 16,306$2.13M0.01%+6,831Timeline
XBISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,317 shares; 2024Q4: 53,270 shares; 2025Q1: 26,242 shares 26,242$2.13M0.01%-27,028Timeline
TTCTORO COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,935 shares; 2024Q4: 24,196 shares; 2025Q1: 29,234 shares 29,234$2.13M0.01%+5,038Timeline
FEFIRSTENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,411 shares; 2024Q4: 24,808 shares; 2025Q1: 52,547 shares 52,547$2.12M0.01%+27,739Timeline
CASYCASEYS GEN STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,176 shares; 2024Q4: 4,505 shares; 2025Q1: 4,892 shares 4,892$2.12M0.01%+387Timeline
MKCMCCORMICK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,578 shares; 2024Q4: 32,627 shares; 2025Q1: 25,786 shares 25,786$2.12M0.01%-6,841Timeline
MLRGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,970 shares; 2024Q4: 30,888 shares; 2025Q1: 27,400 shares 27,400$2.12M0.01%-3,488Timeline
SMMDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,673 shares; 2024Q4: 30,980 shares; 2025Q1: 33,810 shares 33,810$2.12M0.01%+2,830Timeline
FLEXFLEX LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,390 shares; 2024Q4: 64,163 shares; 2025Q1: 63,882 shares 63,882$2.11M0.01%-281Timeline
EPPISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,857 shares; 2024Q4: 60,411 shares; 2025Q1: 47,904 shares 47,904$2.11M0.01%-12,507Timeline
ONEQFIDELITY COMWLTH TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,946 shares; 2024Q4: 29,961 shares; 2025Q1: 30,995 shares 30,995$2.11M0.01%+1,034Timeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,476 shares; 2024Q4: 294,563 shares; 2025Q1: 43,530 shares 43,530$2.11M0.01%-251,033Timeline
HMOPHARTFORD FDS EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,875 shares; 2024Q4: 50,661 shares; 2025Q1: 54,761 shares 54,761$2.11M0.01%+4,100Timeline
EXELEXELIXIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,958 shares; 2024Q4: 26,153 shares; 2025Q1: 57,017 shares 57,017$2.1M0.01%+30,864Timeline
JJACOBS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,005 shares; 2024Q4: 15,427 shares; 2025Q1: 17,369 shares 17,369$2.1M0.01%+1,942Timeline
TXTTEXTRON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,505 shares; 2024Q4: 27,263 shares; 2025Q1: 29,043 shares 29,043$2.1M0.01%+1,780Timeline
GEHCGE HEALTHCARE TECHNOLOGIES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,684 shares; 2024Q4: 24,899 shares; 2025Q1: 25,966 shares 25,966$2.1M0.01%+1,067Timeline
CXTCRANE NXT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,377 shares; 2025Q1: 40,682 shares 40,682$2.09M0.01%+6,305Timeline
SBACSBA COMMUNICATIONS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,028 shares; 2024Q4: 9,277 shares; 2025Q1: 9,485 shares 9,485$2.09M0.01%+208Timeline
JBLJABIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,526 shares; 2024Q4: 13,651 shares; 2025Q1: 15,315 shares 15,315$2.08M0.01%+1,664Timeline
DWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,547 shares; 2024Q4: 63,672 shares; 2025Q1: 54,329 shares 54,329$2.08M0.01%-9,343Timeline
USMCPRINCIPAL EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,372 shares; 2024Q4: 15,580 shares; 2025Q1: 36,631 shares 36,631$2.08M0.01%+21,051Timeline
ICLRICON PUB LTD COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,834 shares; 2024Q4: 16,921 shares; 2025Q1: 11,872 shares 11,872$2.08M0.01%-5,049Timeline
STESTERIS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,239 shares; 2024Q4: 9,426 shares; 2025Q1: 9,116 shares 9,116$2.07M0.01%-310Timeline
DOCUDOCUSIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,034 shares; 2024Q4: 16,711 shares; 2025Q1: 25,274 shares 25,274$2.06M0.01%+8,563Timeline
FNDBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,308 shares; 2024Q4: 86,327 shares; 2025Q1: 89,342 shares 89,342$2.06M0.01%+3,015Timeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,998 shares; 2024Q4: 9,793 shares; 2025Q1: 9,905 shares 9,905$2.05M0.01%+112Timeline
YETIYETI HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,200 shares; 2024Q4: 40,946 shares; 2025Q1: 61,997 shares 61,997$2.05M0.01%+21,051Timeline
ILMNILLUMINA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,373 shares; 2024Q4: 25,888 shares; 2025Q1: 25,779 shares 25,779$2.04M0.01%-109Timeline
MTBM & T BK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,852 shares; 2024Q4: 11,427 shares; 2025Q1: 11,399 shares 11,399$2.04M0.01%-28Timeline
SCHKSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,454 shares; 2024Q4: 74,260 shares; 2025Q1: 75,507 shares 75,507$2.03M0.01%+1,247Timeline
NLYANNALY CAPITAL MANAGEMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,692 shares; 2024Q4: 62,382 shares; 2025Q1: 99,997 shares 99,997$2.03M0.01%+37,615Timeline
JAZZJAZZ PHARMACEUTICALS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,497 shares; 2025Q1: 16,339 shares 16,339$2.03M0.01%+1,842Timeline
FXLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,671 shares; 2024Q4: 6,546 shares; 2025Q1: 15,328 shares 15,328$2.03M0.01%+8,782Timeline
KDPKEURIG DR PEPPER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,439 shares; 2024Q4: 50,367 shares; 2025Q1: 59,175 shares 59,175$2.02M0.01%+8,808Timeline
JLLJONES LANG LASALLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,358 shares; 2024Q4: 4,081 shares; 2025Q1: 8,155 shares 8,155$2.02M0.01%+4,074Timeline
IBPINSTALLED BLDG PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,053 shares; 2024Q4: 10,283 shares; 2025Q1: 11,773 shares 11,773$2.02M0.01%+1,490Timeline
RFREGIONS FINANCIAL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,669 shares; 2024Q4: 92,518 shares; 2025Q1: 92,887 shares 92,887$2.02M0.01%+369Timeline
ARKWARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,253 shares; 2024Q4: 25,237 shares; 2025Q1: 21,204 shares 21,204$2.01M0.01%-4,033Timeline
GDENGOLDEN ENTMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,449 shares; 2024Q4: 70,448 shares; 2025Q1: 75,436 shares 75,436$1.99M0.01%+4,988Timeline
HEIHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,394 shares; 2024Q4: 6,940 shares; 2025Q1: 7,447 shares 7,447$1.99M0.01%+507Timeline
PIPRPIPER SANDLER COSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,790 shares; 2024Q4: 3,813 shares; 2025Q1: 8,035 shares 8,035$1.99M0.01%+4,222Timeline
CCCCCC INTELLIGENT SOLUTIONS HLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,256 shares; 2024Q4: 180,062 shares; 2025Q1: 220,246 shares 220,246$1.99M0.01%+40,184Timeline
SMFGSUMITOMO MITSUI FIN GRP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,072 shares; 2024Q4: 84,102 shares; 2025Q1: 128,638 shares 128,638$1.99M0.01%+44,536Timeline
EWGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,100 shares; 2024Q4: 52,232 shares; 2025Q1: 53,240 shares 53,240$1.97M0.01%+1,008Timeline
MLMMARTIN MARIETTA MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,117 shares; 2024Q4: 4,664 shares; 2025Q1: 4,110 shares 4,110$1.97M0.01%-554Timeline
VIOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,008 shares; 2024Q4: 18,922 shares; 2025Q1: 23,325 shares 23,325$1.96M0.01%+4,403Timeline
COMTISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,189 shares; 2024Q4: 182,675 shares; 2025Q1: 73,911 shares 73,911$1.96M0.01%-108,764Timeline
PHYSSPROTT ASSET MANAGEMENT LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,064 shares; 2024Q4: 75,153 shares; 2025Q1: 80,891 shares 80,891$1.95M0.01%+5,738Timeline
CRLCHARLES RIV LABS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,451 shares; 2024Q4: 12,650 shares; 2025Q1: 12,930 shares 12,930$1.95M0.01%+280Timeline
FESMFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,545 shares; 2024Q4: 61,460 shares; 2025Q1: 65,824 shares 65,824$1.94M0.01%+4,364Timeline
GTESGATES INDL CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,684 shares; 2024Q4: 112,047 shares; 2025Q1: 104,769 shares 104,769$1.93M0.01%-7,278Timeline
ISHARES TRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 82,944 shares 82,944$1.93M0.01%new
NFRAFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,777 shares; 2024Q4: 27,105 shares; 2025Q1: 33,279 shares 33,279$1.92M0.01%+6,174Timeline
BITBBITWISE BITCOIN ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,710 shares 42,710$1.92M0.01%newTimeline
UITBVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,451 shares; 2024Q4: 25,551 shares; 2025Q1: 40,823 shares 40,823$1.92M0.01%+15,272Timeline
IMTMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,041 shares; 2024Q4: 50,084 shares; 2025Q1: 47,879 shares 47,879$1.91M0.01%-2,205Timeline
PSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,961 shares; 2024Q4: 30,346 shares; 2025Q1: 29,808 shares 29,808$1.91M0.01%-538Timeline
WWDWOODWARD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,887 shares; 2024Q4: 14,029 shares; 2025Q1: 10,438 shares 10,438$1.91M0.01%-3,591Timeline
GQREFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,629 shares; 2024Q4: 26,024 shares; 2025Q1: 32,831 shares 32,831$1.9M0.01%+6,807Timeline
FLMIFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 77,822 shares 77,822$1.9M0.01%newTimeline
ICLNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,710 shares; 2024Q4: 247,497 shares; 2025Q1: 166,231 shares 166,231$1.9M0.01%-81,266Timeline
BALIBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 61,460 shares; 2025Q1: 65,790 shares 65,790$1.89M0.01%+4,330Timeline
VPLVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,182 shares; 2024Q4: 22,851 shares; 2025Q1: 26,126 shares 26,126$1.89M0.01%+3,275Timeline
IDXXIDEXX LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,371 shares; 2024Q4: 5,757 shares; 2025Q1: 4,507 shares 4,507$1.89M0.01%-1,250Timeline
FMARFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,274 shares; 2024Q4: 41,490 shares; 2025Q1: 44,823 shares 44,823$1.89M0.01%+3,333Timeline
FNDASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,204 shares; 2024Q4: 74,168 shares; 2025Q1: 68,806 shares 68,806$1.89M0.01%-5,362Timeline
IIPRINNOVATIVE INDL PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,687 shares; 2024Q4: 35,256 shares; 2025Q1: 34,806 shares 34,806$1.88M0.01%-450Timeline
HYEMVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,080 shares; 2024Q4: 81,279 shares; 2025Q1: 95,758 shares 95,758$1.88M0.01%+14,479Timeline
AGNCAGNC INVT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335,767 shares; 2024Q4: 331,925 shares; 2025Q1: 196,326 shares 196,326$1.88M0.01%-135,599Timeline
EWIISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,265 shares; 2024Q4: 46,078 shares; 2025Q1: 44,389 shares 44,389$1.88M0.01%-1,689Timeline
NTAPNETAPP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,357 shares; 2024Q4: 14,696 shares; 2025Q1: 21,378 shares 21,378$1.88M0.01%+6,682Timeline
PCEFINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,860 shares; 2024Q4: 188,552 shares; 2025Q1: 99,171 shares 99,171$1.87M0.01%-89,381Timeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,083 shares; 2024Q4: 7,277 shares; 2025Q1: 8,841 shares 8,841$1.86M0.01%+1,564Timeline
AKAMAKAMAI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,406 shares; 2024Q4: 22,841 shares; 2025Q1: 23,132 shares 23,132$1.86M0.01%+291Timeline
PSLVSPROTT ASSET MANAGEMENT LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,529 shares; 2024Q4: 159,086 shares; 2025Q1: 160,243 shares 160,243$1.86M0.01%+1,157Timeline
VMRKVIVMARK RESIDENTIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,837 shares; 2024Q4: 8,616 shares; 2025Q1: 25,856 shares 25,856$1.85M0.01%+17,240Timeline
BXSLBLACKSTONE SECD LENDING FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,850 shares; 2024Q4: 51,112 shares; 2025Q1: 57,207 shares 57,207$1.85M0.01%+6,095Timeline
TDYTELEDYNE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,181 shares; 2024Q4: 3,267 shares; 2025Q1: 3,718 shares 3,718$1.85M0.01%+451Timeline
IWLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,014 shares; 2024Q4: 13,312 shares; 2025Q1: 13,453 shares 13,453$1.85M0.01%+141Timeline
VLUSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,581 shares; 2025Q1: 10,055 shares 10,055$1.85M0.01%+1,474Timeline
UFEBINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,161 shares; 2024Q4: 17,161 shares; 2025Q1: 57,024 shares 57,024$1.85M0.01%+39,863Timeline
PRNINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,876 shares; 2024Q4: 3,864 shares; 2025Q1: 13,389 shares 13,389$1.84M0.01%+9,525Timeline
EWUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,611 shares; 2024Q4: 94,588 shares; 2025Q1: 49,029 shares 49,029$1.84M0.01%-45,559Timeline
COOCOOPER COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,787 shares; 2024Q4: 18,403 shares; 2025Q1: 21,748 shares 21,748$1.83M0.01%+3,345Timeline
FYXFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,468 shares; 2024Q4: 16,669 shares; 2025Q1: 20,291 shares 20,291$1.83M0.01%+3,622Timeline
FDEMFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,114 shares; 2024Q4: 10,920 shares; 2025Q1: 71,364 shares 71,364$1.82M0.01%+60,444Timeline
MWAMUELLER WTR PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,524 shares; 2024Q4: 22,511 shares; 2025Q1: 71,404 shares 71,404$1.81M0.01%+48,893Timeline
KRESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,291 shares; 2024Q4: 28,967 shares; 2025Q1: 31,903 shares 31,903$1.81M0.01%+2,936Timeline
HPQHP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,523 shares; 2024Q4: 64,933 shares; 2025Q1: 65,422 shares 65,422$1.81M0.01%+489Timeline
FTAFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,495 shares; 2024Q4: 14,985 shares; 2025Q1: 23,619 shares 23,619$1.81M0.01%+8,634Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,742 shares; 2024Q4: 63,429 shares; 2025Q1: 68,944 shares 68,944$1.81M0.01%+5,515Timeline
INDYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,299 shares; 2024Q4: 33,122 shares; 2025Q1: 35,639 shares 35,639$1.81M0.01%+2,517Timeline
MAAMID-AMER APT CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,331 shares; 2024Q4: 9,141 shares; 2025Q1: 10,772 shares 10,772$1.8M0.01%+1,631Timeline
TROWPRICE T ROWE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,171 shares; 2024Q4: 27,792 shares; 2025Q1: 19,636 shares 19,636$1.8M0.01%-8,156Timeline
ENOVENOVIS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,179 shares; 2024Q4: 49,157 shares; 2025Q1: 47,135 shares 47,135$1.8M0.01%-2,022Timeline
UPSTUPSTART HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,912 shares; 2024Q4: 41,986 shares; 2025Q1: 39,042 shares 39,042$1.8M0.01%-2,944Timeline
AEEAMEREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,544 shares; 2024Q4: 16,513 shares; 2025Q1: 17,825 shares 17,825$1.79M0.01%+1,312Timeline
DIAXNUVEEN DOW 30SM DYNAMIC OVERWRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,344 shares; 2024Q4: 118,872 shares; 2025Q1: 123,355 shares 123,355$1.79M0.01%+4,483Timeline
UNFUNIFIRST CORP MASSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,231 shares; 2024Q4: 8,875 shares; 2025Q1: 10,262 shares 10,262$1.79M0.01%+1,387Timeline
TERTERADYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,832 shares; 2024Q4: 18,374 shares; 2025Q1: 21,572 shares 21,572$1.78M0.01%+3,198Timeline
XYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,579 shares; 2024Q4: 40,627 shares; 2025Q1: 44,924 shares 44,924$1.77M0.01%+4,297Timeline
FUTYFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,426 shares; 2024Q4: 33,992 shares; 2025Q1: 34,826 shares 34,826$1.77M0.01%+834Timeline
IGMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,650 shares; 2024Q4: 17,621 shares; 2025Q1: 19,537 shares 19,537$1.77M0.01%+1,916Timeline
BJBJS WHSL CLUB HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,662 shares; 2024Q4: 17,269 shares; 2025Q1: 15,507 shares 15,507$1.77M0.01%-1,762Timeline
CLXCLOROX CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,959 shares; 2024Q4: 8,349 shares; 2025Q1: 12,001 shares 12,001$1.77M0.01%+3,652Timeline
FDISFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,297 shares; 2024Q4: 8,349 shares; 2025Q1: 20,852 shares 20,852$1.76M0.01%+12,503Timeline
FAUGFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,847 shares; 2024Q4: 34,515 shares; 2025Q1: 38,663 shares 38,663$1.76M0.01%+4,148Timeline
BAHBOOZ ALLEN HAMILTON HLDG CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,390 shares; 2024Q4: 30,312 shares; 2025Q1: 16,785 shares 16,785$1.75M0.01%-13,527Timeline
WSOWATSCO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,917 shares; 2024Q4: 3,210 shares; 2025Q1: 3,440 shares 3,440$1.75M0.01%+230Timeline
ARCCARES CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,741 shares; 2024Q4: 74,687 shares; 2025Q1: 78,842 shares 78,842$1.75M0.01%+4,155Timeline
GATXGATX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,983 shares; 2024Q4: 11,139 shares; 2025Q1: 11,237 shares 11,237$1.75M0.01%+98Timeline
AIZASSURANT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,677 shares; 2024Q4: 4,808 shares; 2025Q1: 8,294 shares 8,294$1.74M0.01%+3,486Timeline
KNSLKINSALE CAP GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,618 shares; 2024Q4: 3,146 shares; 2025Q1: 3,561 shares 3,561$1.73M0.01%+415Timeline
TAPMOLSON COORS BEVERAGE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,323 shares; 2024Q4: 18,728 shares; 2025Q1: 28,434 shares 28,434$1.73M0.01%+9,706Timeline
SXISTANDEX INTL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,121 shares; 2024Q4: 9,846 shares; 2025Q1: 10,723 shares 10,723$1.73M0.01%+877Timeline
EEMVISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,308 shares; 2024Q4: 31,040 shares; 2025Q1: 29,634 shares 29,634$1.73M0.01%-1,406Timeline
GARPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,845 shares; 2025Q1: 33,774 shares 33,774$1.72M0.01%+1,929Timeline
BSMSINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,636 shares; 2024Q4: 49,434 shares; 2025Q1: 74,368 shares 74,368$1.72M0.01%+24,934Timeline
MTDMETTLER TOLEDO INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,076 shares; 2024Q4: 1,082 shares; 2025Q1: 1,457 shares 1,457$1.72M0.01%+375Timeline
MFEMPIMCO EQUITY SERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,550 shares; 2024Q4: 35,032 shares; 2025Q1: 90,157 shares 90,157$1.72M0.01%+55,125Timeline
SMCISUPER MICRO COMPUTER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 99,129 shares; 2025Q1: 49,857 shares 49,857$1.71M0.01%-49,272Timeline
ARWARROW ELECTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,142 shares; 2024Q4: 14,717 shares; 2025Q1: 16,402 shares 16,402$1.7M0.01%+1,685Timeline
INVESCOINVESCOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,973 shares; 2024Q4: 99,358 shares; 2025Q1: 69,576 shares 69,576$1.7M0.01%-29,782
NVRNVR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242 shares; 2024Q4: 238 shares; 2025Q1: 235 shares 235$1.7M0.01%-3Timeline
NDAQNASDAQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,843 shares; 2024Q4: 8,525 shares; 2025Q1: 22,371 shares 22,371$1.7M0.01%+13,846Timeline
WCCWESCO INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,787 shares; 2024Q4: 8,343 shares; 2025Q1: 10,905 shares 10,905$1.69M0.01%+2,562Timeline
IBKRINTERACTIVE BROKERS GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,309 shares; 2024Q4: 9,347 shares; 2025Q1: 10,215 shares 10,215$1.69M0.01%+868Timeline
DESWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,224 shares; 2024Q4: 50,461 shares; 2025Q1: 52,788 shares 52,788$1.69M0.01%+2,327Timeline
FLXRTCW ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,739 shares; 2024Q4: 14,314 shares; 2025Q1: 43,037 shares 43,037$1.69M0.01%+28,723Timeline
PPGPPG INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,573 shares; 2024Q4: 14,832 shares; 2025Q1: 15,374 shares 15,374$1.68M0.01%+542Timeline
OHIOMEGA HEALTHCARE INVS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,455 shares; 2024Q4: 33,334 shares; 2025Q1: 44,080 shares 44,080$1.68M0.01%+10,746Timeline
SIHYHARBOR ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,549 shares; 2024Q4: 37,603 shares; 2025Q1: 37,607 shares 37,607$1.68M0.01%+4Timeline
PDIPIMCO DYNAMIC INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,457 shares; 2024Q4: 83,643 shares; 2025Q1: 84,745 shares 84,745$1.68M0.01%+1,102Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,398 shares; 2024Q4: 75,788 shares; 2025Q1: 77,528 shares 77,528$1.67M0.01%+1,740Timeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,455 shares; 2024Q4: 6,394 shares; 2025Q1: 6,443 shares 6,443$1.67M0.01%+49Timeline
CPAYCORPAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,678 shares; 2024Q4: 4,244 shares; 2025Q1: 4,775 shares 4,775$1.67M0.01%+531Timeline
EWJVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,723 shares; 2024Q4: 47,085 shares; 2025Q1: 49,965 shares 49,965$1.66M0.01%+2,880Timeline
MORNMORNINGSTAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,280 shares; 2024Q4: 5,095 shares; 2025Q1: 5,517 shares 5,517$1.65M0.01%+422Timeline
BBEUJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,319 shares; 2024Q4: 31,667 shares; 2025Q1: 26,722 shares 26,722$1.65M0.01%-4,945Timeline
SMBVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,229 shares; 2024Q4: 101,611 shares; 2025Q1: 96,431 shares 96,431$1.65M0.01%-5,180Timeline
APMUTRUST FOR PROFESSIONAL MANAGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,792 shares; 2024Q4: 47,803 shares; 2025Q1: 66,520 shares 66,520$1.64M0.01%+18,717Timeline
BF-BBROWN FORMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,584 shares; 2025Q1: 48,380 shares 48,380$1.64M0.01%+33,796Timeline
MCIBARINGS CORPORATE INVSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,704 shares; 2024Q4: 46,563 shares; 2025Q1: 70,034 shares 70,034$1.64M0.01%+23,471Timeline
GPIGROUP 1 AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,328 shares; 2024Q4: 5,315 shares; 2025Q1: 4,292 shares 4,292$1.64M0.01%-1,023Timeline
ARTYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,174 shares; 2024Q4: 49,266 shares; 2025Q1: 52,049 shares 52,049$1.64M0.01%+2,783Timeline
GUNRFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,595 shares; 2024Q4: 46,633 shares; 2025Q1: 42,152 shares 42,152$1.64M0.01%-4,481Timeline
IFFINTERNATIONAL FLAVORS&FRAGRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,087 shares; 2024Q4: 22,369 shares; 2025Q1: 21,041 shares 21,041$1.63M0.01%-1,328Timeline
XSEPFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,567 shares; 2024Q4: 54,488 shares; 2025Q1: 42,233 shares 42,233$1.63M0.01%-12,255Timeline
AIAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,585 shares; 2024Q4: 19,772 shares; 2025Q1: 22,571 shares 22,571$1.63M0.01%+2,799Timeline
SPLBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 61,122 shares; 2025Q1: 72,330 shares 72,330$1.63M0.01%+11,208Timeline
INDAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,458 shares; 2024Q4: 44,824 shares; 2025Q1: 31,589 shares 31,589$1.63M0.01%-13,235Timeline
CNQCANADIAN NAT RES LTD MED TERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,517 shares; 2024Q4: 55,045 shares; 2025Q1: 52,753 shares 52,753$1.62M0.01%-2,292Timeline
PSEPINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,711 shares; 2024Q4: 45,640 shares; 2025Q1: 42,122 shares 42,122$1.62M0.01%-3,518Timeline
CHRDCHORD ENERGY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,733 shares; 2024Q4: 11,816 shares; 2025Q1: 14,342 shares 14,342$1.62M0.01%+2,526Timeline
GSEPFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,075 shares; 2024Q4: 30,572 shares; 2025Q1: 46,824 shares 46,824$1.62M0.01%+16,252Timeline
MTNVAIL RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,847 shares; 2024Q4: 7,860 shares; 2025Q1: 10,084 shares 10,084$1.61M0.01%+2,224Timeline
FTGCFIRST TR EXCHANGE TRAD FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,072 shares; 2024Q4: 64,836 shares; 2025Q1: 63,247 shares 63,247$1.61M0.01%-1,589Timeline
DBMFIM GLOBAL PARTNER FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,782 shares; 2024Q4: 200,416 shares; 2025Q1: 63,851 shares 63,851$1.61M0.01%-136,565Timeline
VTRVENTAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,976 shares; 2024Q4: 21,312 shares; 2025Q1: 23,395 shares 23,395$1.61M0.01%+2,083Timeline
CCJCAMECO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,952 shares; 2024Q4: 19,964 shares; 2025Q1: 39,061 shares 39,061$1.61M0.01%+19,097Timeline
RDDTREDDIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,085 shares; 2024Q4: 10,113 shares; 2025Q1: 15,334 shares 15,334$1.61M0.01%+5,221Timeline
BSMQINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,335 shares; 2024Q4: 44,757 shares; 2025Q1: 68,102 shares 68,102$1.61M0.01%+23,345Timeline
FSIGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,277 shares; 2024Q4: 88,468 shares; 2025Q1: 84,811 shares 84,811$1.61M0.01%-3,657Timeline
QSPTFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,741 shares; 2024Q4: 31,288 shares; 2025Q1: 60,607 shares 60,607$1.61M0.01%+29,319Timeline
AAAUGOLDMAN SACHS PHYSICAL GOLDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,673 shares; 2024Q4: 50,775 shares; 2025Q1: 51,935 shares 51,935$1.6M0.01%+1,160Timeline
OZKBANK OZK LITTLE ROCK ARKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,452 shares; 2024Q4: 25,449 shares; 2025Q1: 36,910 shares 36,910$1.6M0.01%+11,461Timeline
EWAISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,509 shares; 2024Q4: 68,588 shares; 2025Q1: 68,441 shares 68,441$1.6M0.01%-147Timeline
PJUNINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,605 shares; 2024Q4: 50,426 shares; 2025Q1: 43,100 shares 43,100$1.59M0.01%-7,326Timeline
UNMUNUM GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,288 shares; 2024Q4: 18,701 shares; 2025Q1: 19,532 shares 19,532$1.59M0.01%+831Timeline
IYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,672 shares; 2024Q4: 22,204 shares; 2025Q1: 20,257 shares 20,257$1.59M0.01%-1,947Timeline
LGHTSPINNAKER ETF SERIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,062 shares; 2024Q4: 151,894 shares; 2025Q1: 161,986 shares 161,986$1.59M0.01%+10,092Timeline
EWQISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,833 shares 39,833$1.58M0.01%newTimeline
FTHIFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,186 shares; 2024Q4: 39,122 shares; 2025Q1: 72,252 shares 72,252$1.58M0.01%+33,130Timeline
DBAWDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,461 shares; 2024Q4: 66,189 shares; 2025Q1: 44,474 shares 44,474$1.57M0.01%-21,715Timeline
RBARB GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,241 shares; 2024Q4: 13,179 shares; 2025Q1: 15,663 shares 15,663$1.57M0.01%+2,484Timeline
URTHISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,621 shares; 2024Q4: 29,594 shares; 2025Q1: 10,210 shares 10,210$1.56M0.01%-19,384Timeline
IXPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,395 shares; 2024Q4: 8,666 shares; 2025Q1: 16,101 shares 16,101$1.56M0.01%+7,435Timeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,552 shares; 2024Q4: 7,140 shares; 2025Q1: 7,036 shares 7,036$1.56M0.01%-104Timeline
DIVIFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,067 shares; 2024Q4: 136,798 shares; 2025Q1: 47,786 shares 47,786$1.56M0.01%-89,012Timeline
AMCOR PLCAMCOR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,035 shares; 2024Q4: 154,500 shares; 2025Q1: 160,391 shares 160,391$1.56M0.01%+5,891
HUMHUMANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,737 shares; 2024Q4: 4,237 shares; 2025Q1: 5,867 shares 5,867$1.55M0.01%+1,630Timeline
ACWIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,434 shares; 2024Q4: 16,265 shares; 2025Q1: 13,311 shares 13,311$1.55M0.01%-2,954Timeline
HXLHEXCEL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,673 shares; 2024Q4: 36,822 shares; 2025Q1: 28,227 shares 28,227$1.55M0.01%-8,595Timeline
XHBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,569 shares; 2024Q4: 19,275 shares; 2025Q1: 15,908 shares 15,908$1.54M0.01%-3,367Timeline
IRINGERSOLL RAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,188 shares; 2024Q4: 52,436 shares; 2025Q1: 19,233 shares 19,233$1.54M0.01%-33,203Timeline
QDECFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,806 shares; 2024Q4: 45,558 shares; 2025Q1: 58,858 shares 58,858$1.54M0.01%+13,300Timeline
BUFGFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,780 shares; 2024Q4: 55,909 shares; 2025Q1: 64,136 shares 64,136$1.53M0.01%+8,227Timeline
ALSNALLISON TRANSMISSION HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,100 shares; 2024Q4: 17,467 shares; 2025Q1: 15,925 shares 15,925$1.52M0.01%-1,542Timeline
DNPDNP SELECT INCOME FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,095 shares; 2024Q4: 138,672 shares; 2025Q1: 153,985 shares 153,985$1.52M0.01%+15,313Timeline
BRKRBRUKER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,820 shares; 2024Q4: 31,481 shares; 2025Q1: 36,453 shares 36,453$1.52M0.01%+4,972Timeline
VNTVONTIER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,282 shares; 2024Q4: 44,398 shares; 2025Q1: 46,336 shares 46,336$1.52M0.01%+1,938Timeline
TRMBTRIMBLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,716 shares; 2025Q1: 23,175 shares 23,175$1.52M0.01%+7,459Timeline
AVADEL PHARMACEUTICALSAVADEL PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,356 shares; 2024Q4: 167,306 shares; 2025Q1: 194,306 shares 194,306$1.52M0.01%+27,000
IEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,939 shares; 2025Q1: 26,022 shares 26,022$1.51M0.01%+19,083Timeline
HESS CORPHESS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,098 shares; 2024Q4: 7,880 shares; 2025Q1: 9,455 shares 9,455$1.51M0.01%+1,575
USPHU S PHYSICAL THERAPYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,826 shares; 2024Q4: 18,785 shares; 2025Q1: 20,772 shares 20,772$1.5M0.01%+1,987Timeline
IXCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,505 shares; 2024Q4: 128,016 shares; 2025Q1: 35,695 shares 35,695$1.5M0.01%-92,321Timeline
MEARISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,453 shares; 2024Q4: 25,903 shares; 2025Q1: 29,695 shares 29,695$1.49M<0.01%+3,792Timeline
RFVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,557 shares; 2024Q4: 12,323 shares; 2025Q1: 13,069 shares 13,069$1.49M<0.01%+746Timeline
CCSCENTURY COMMUNITIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,512 shares; 2024Q4: 19,855 shares; 2025Q1: 22,121 shares 22,121$1.48M<0.01%+2,266Timeline
RDIVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,647 shares; 2024Q4: 34,164 shares; 2025Q1: 30,390 shares 30,390$1.48M<0.01%-3,774Timeline
OLLIOLLIES BARGAIN OUTLET HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,930 shares; 2024Q4: 11,013 shares; 2025Q1: 12,723 shares 12,723$1.48M<0.01%+1,710Timeline
BAXBAXTER INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,500 shares; 2024Q4: 44,481 shares; 2025Q1: 43,170 shares 43,170$1.48M<0.01%-1,311Timeline
KINSKINGSTONE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60,448 shares; 2025Q1: 88,588 shares 88,588$1.48M<0.01%+28,140Timeline
VTWGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,607 shares; 2024Q4: 6,968 shares; 2025Q1: 7,904 shares 7,904$1.47M<0.01%+936Timeline
IPARINTERPARFUMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,383 shares; 2024Q4: 11,410 shares; 2025Q1: 12,884 shares 12,884$1.47M<0.01%+1,474Timeline
RBCRBC BEARINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,435 shares; 2024Q4: 2,471 shares; 2025Q1: 4,553 shares 4,553$1.47M<0.01%+2,082Timeline
IBDSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,709 shares; 2024Q4: 43,400 shares; 2025Q1: 60,371 shares 60,371$1.46M<0.01%+16,971Timeline
REYNREYNOLDS CONSUMER PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,700 shares; 2024Q4: 53,736 shares; 2025Q1: 60,909 shares 60,909$1.45M<0.01%+7,173Timeline
ODFLOLD DOMINION FREIGHT LINE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,341 shares; 2024Q4: 9,685 shares; 2025Q1: 8,781 shares 8,781$1.45M<0.01%-904Timeline
FTCFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,487 shares; 2024Q4: 9,320 shares; 2025Q1: 11,047 shares 11,047$1.45M<0.01%+1,727Timeline
CHDCHURCH & DWIGHT CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,630 shares; 2024Q4: 15,031 shares; 2025Q1: 13,111 shares 13,111$1.44M<0.01%-1,920Timeline
EDOWFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,820 shares; 2024Q4: 16,265 shares; 2025Q1: 39,712 shares 39,712$1.44M<0.01%+23,447Timeline
EXPEEXPEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,508 shares; 2024Q4: 8,787 shares; 2025Q1: 8,548 shares 8,548$1.44M<0.01%-239Timeline
PEYINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,393 shares; 2024Q4: 71,710 shares; 2025Q1: 66,824 shares 66,824$1.44M<0.01%-4,886Timeline
OCOWENS CORNING NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,716 shares; 2024Q4: 11,960 shares; 2025Q1: 10,018 shares 10,018$1.43M<0.01%-1,942Timeline
BHPBHP BILLITON LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,211 shares; 2024Q4: 23,163 shares; 2025Q1: 29,449 shares 29,449$1.43M<0.01%+6,286Timeline
JPSEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,488 shares; 2024Q4: 29,821 shares; 2025Q1: 32,688 shares 32,688$1.43M<0.01%+2,867Timeline
BSMRINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,405 shares; 2024Q4: 37,038 shares; 2025Q1: 60,428 shares 60,428$1.42M<0.01%+23,390Timeline
AGOXSTARBOARD INVT TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,244 shares; 2024Q4: 55,441 shares; 2025Q1: 58,158 shares 58,158$1.42M<0.01%+2,717Timeline
COLDAMERICOLD REALTY TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,558 shares; 2024Q4: 45,466 shares; 2025Q1: 66,003 shares 66,003$1.42M<0.01%+20,537Timeline
ICFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,534 shares; 2024Q4: 17,743 shares; 2025Q1: 22,994 shares 22,994$1.42M<0.01%+5,251Timeline
EQTEQT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,895 shares; 2024Q4: 15,289 shares; 2025Q1: 26,448 shares 26,448$1.41M<0.01%+11,159Timeline
SPSCSPS COMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,450 shares; 2024Q4: 10,097 shares; 2025Q1: 10,646 shares 10,646$1.41M<0.01%+549Timeline
GGENPACT LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,058 shares; 2024Q4: 15,017 shares; 2025Q1: 28,030 shares 28,030$1.41M<0.01%+13,013Timeline
FEPFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,814 shares; 2024Q4: 41,689 shares; 2025Q1: 34,507 shares 34,507$1.41M<0.01%-7,182Timeline
SMINISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,306 shares; 2024Q4: 20,370 shares; 2025Q1: 20,591 shares 20,591$1.4M<0.01%+221Timeline
HASHASBRO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,614 shares; 2024Q4: 19,725 shares; 2025Q1: 22,775 shares 22,775$1.4M<0.01%+3,050Timeline
BBAXJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,817 shares; 2024Q4: 30,714 shares; 2025Q1: 28,759 shares 28,759$1.4M<0.01%-1,955Timeline
BWZSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,490 shares; 2024Q4: 51,608 shares; 2025Q1: 53,191 shares 53,191$1.4M<0.01%+1,583Timeline
JBBBJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,050 shares; 2024Q4: 11,896 shares; 2025Q1: 28,694 shares 28,694$1.4M<0.01%+16,798Timeline
FLHYFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,015 shares; 2024Q4: 32,831 shares; 2025Q1: 58,573 shares 58,573$1.4M<0.01%+25,742Timeline
ELFE L F BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,324 shares; 2024Q4: 23,820 shares; 2025Q1: 22,206 shares 22,206$1.39M<0.01%-1,614Timeline
PWBINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,686 shares; 2024Q4: 22,418 shares; 2025Q1: 14,508 shares 14,508$1.39M<0.01%-7,910Timeline
FXHFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,085 shares; 2024Q4: 7,958 shares; 2025Q1: 13,393 shares 13,393$1.39M<0.01%+5,435Timeline
EXASEXACT SCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,712 shares; 2024Q4: 32,587 shares; 2025Q1: 31,962 shares 31,962$1.38M<0.01%-625Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,333 shares; 2024Q4: 61,631 shares; 2025Q1: 63,038 shares 63,038$1.38M<0.01%+1,407Timeline
RYROYAL BK CDAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,075 shares; 2024Q4: 7,000 shares; 2025Q1: 12,255 shares 12,255$1.38M<0.01%+5,255Timeline
ROBTFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,352 shares; 2024Q4: 21,710 shares; 2025Q1: 33,923 shares 33,923$1.38M<0.01%+12,213Timeline
KWEBKRANESHARES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,509 shares 39,509$1.38M<0.01%newTimeline
BDECINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,517 shares; 2024Q4: 33,916 shares; 2025Q1: 32,890 shares 32,890$1.38M<0.01%-1,026Timeline
SPIPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,121 shares; 2024Q4: 55,165 shares; 2025Q1: 52,040 shares 52,040$1.37M<0.01%-3,125Timeline
SANBANCO SANTANDER SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,335 shares; 2024Q4: 179,616 shares; 2025Q1: 204,464 shares 204,464$1.37M<0.01%+24,848Timeline
HNDLSTRATEGY SHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,851 shares; 2024Q4: 67,703 shares; 2025Q1: 64,725 shares 64,725$1.36M<0.01%-2,978Timeline
NENOBLE CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,661 shares; 2024Q4: 43,749 shares; 2025Q1: 57,384 shares 57,384$1.36M<0.01%+13,635Timeline
MANHMANHATTAN ASSOCIATES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,899 shares; 2024Q4: 12,357 shares; 2025Q1: 7,859 shares 7,859$1.36M<0.01%-4,498Timeline
TCHPT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,469 shares; 2024Q4: 35,656 shares; 2025Q1: 35,697 shares 35,697$1.36M<0.01%+41Timeline
XONEBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,329 shares 27,329$1.36M<0.01%newTimeline
INGING GROEP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,846 shares; 2024Q4: 50,168 shares; 2025Q1: 69,336 shares 69,336$1.36M<0.01%+19,168Timeline
PSNPARSONS CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,242 shares; 2024Q4: 21,626 shares; 2025Q1: 22,829 shares 22,829$1.35M<0.01%+1,203Timeline
NDSNNORDSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,514 shares; 2024Q4: 5,636 shares; 2025Q1: 6,702 shares 6,702$1.35M<0.01%+1,066Timeline
ITRIITRON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,226 shares; 2024Q4: 3,681 shares; 2025Q1: 12,867 shares 12,867$1.35M<0.01%+9,186Timeline
URNMSPROTT FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,926 shares; 2024Q4: 36,978 shares; 2025Q1: 41,554 shares 41,554$1.35M<0.01%+4,576Timeline
GEFGREIF INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,830 shares; 2024Q4: 21,665 shares; 2025Q1: 24,473 shares 24,473$1.35M<0.01%+2,808Timeline
FXDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,479 shares; 2024Q4: 13,629 shares; 2025Q1: 23,206 shares 23,206$1.34M<0.01%+9,577Timeline
FXUFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,522 shares; 2024Q4: 28,469 shares; 2025Q1: 32,712 shares 32,712$1.34M<0.01%+4,243Timeline
LRNSTRIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,642 shares; 2024Q4: 2,794 shares; 2025Q1: 10,595 shares 10,595$1.34M<0.01%+7,801Timeline
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,955 shares; 2024Q4: 14,791 shares; 2025Q1: 15,240 shares 15,240$1.34M<0.01%+449Timeline
ACMAECOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,045 shares; 2024Q4: 8,851 shares; 2025Q1: 14,402 shares 14,402$1.34M<0.01%+5,551Timeline
BILZPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,198 shares 13,198$1.34M<0.01%newTimeline
QQXTFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,789 shares; 2024Q4: 14,819 shares; 2025Q1: 14,225 shares 14,225$1.33M<0.01%-594Timeline
NJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,746 shares; 2024Q4: 19,927 shares; 2025Q1: 28,661 shares 28,661$1.33M<0.01%+8,734Timeline
PHOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,625 shares; 2024Q4: 15,759 shares; 2025Q1: 20,601 shares 20,601$1.33M<0.01%+4,842Timeline
AWKAMERICAN WTR WKS CO INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,731 shares; 2024Q4: 8,411 shares; 2025Q1: 8,977 shares 8,977$1.32M<0.01%+566Timeline
XMARFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,490 shares; 2024Q4: 33,272 shares; 2025Q1: 35,711 shares 35,711$1.31M<0.01%+2,439Timeline
FOXAFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,291 shares; 2024Q4: 6,609 shares; 2025Q1: 23,102 shares 23,102$1.31M<0.01%+16,493Timeline
DKSDICKS SPORTING GOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,141 shares; 2024Q4: 5,483 shares; 2025Q1: 6,479 shares 6,479$1.31M<0.01%+996Timeline
MGMMGM RESORTS INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,628 shares; 2024Q4: 43,891 shares; 2025Q1: 44,041 shares 44,041$1.3M<0.01%+150Timeline
ISHARES TRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,784 shares; 2024Q4: 57,274 shares; 2025Q1: 55,834 shares 55,834$1.3M<0.01%-1,440
CIENCIENA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,715 shares; 2024Q4: 21,114 shares; 2025Q1: 21,523 shares 21,523$1.3M<0.01%+409Timeline
RYAAYRYANAIR HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,928 shares; 2024Q4: 27,996 shares; 2025Q1: 30,715 shares 30,715$1.3M<0.01%+2,719Timeline
BITWISE CRYPTO INDUSTRY INN…BITWISE CRYPTO INDUSTRY INNOVATOR…Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,369 shares; 2024Q4: 115,368 shares; 2025Q1: 107,162 shares 107,162$1.3M<0.01%-8,206
ENSGENSIGN GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,404 shares; 2024Q4: 7,274 shares; 2025Q1: 10,040 shares 10,040$1.3M<0.01%+2,766Timeline
PLNTPLANET FITNESS MASTER ISSUERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,226 shares; 2024Q4: 14,959 shares; 2025Q1: 13,434 shares 13,434$1.3M<0.01%-1,525Timeline
BJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,047 shares; 2024Q4: 15,868 shares; 2025Q1: 27,771 shares 27,771$1.29M<0.01%+11,903Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,283 shares; 2024Q4: 16,324 shares; 2025Q1: 15,233 shares 15,233$1.29M<0.01%-1,091Timeline
STEWSRH TOTAL RETURN FUND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,575 shares; 2024Q4: 73,787 shares; 2025Q1: 74,767 shares 74,767$1.29M<0.01%+980Timeline
FHLCFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,814 shares; 2024Q4: 11,725 shares; 2025Q1: 18,868 shares 18,868$1.29M<0.01%+7,143Timeline
ITGARTNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,397 shares; 2024Q4: 3,274 shares; 2025Q1: 3,064 shares 3,064$1.29M<0.01%-210Timeline
FRPTFRESHPET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,522 shares; 2025Q1: 15,463 shares 15,463$1.29M<0.01%-59Timeline
FTITECHNIPFMC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,370 shares; 2024Q4: 34,789 shares; 2025Q1: 40,405 shares 40,405$1.28M<0.01%+5,616Timeline
FLINFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,970 shares; 2024Q4: 27,295 shares; 2025Q1: 34,751 shares 34,751$1.28M<0.01%+7,456Timeline
LKQLKQ CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,219 shares; 2024Q4: 23,799 shares; 2025Q1: 30,013 shares 30,013$1.28M<0.01%+6,214Timeline
RSPTINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,563 shares; 2024Q4: 36,778 shares; 2025Q1: 37,349 shares 37,349$1.28M<0.01%+571Timeline
FSEPFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,323 shares; 2024Q4: 24,795 shares; 2025Q1: 28,661 shares 28,661$1.28M<0.01%+3,866Timeline
OBDCBLUE OWL CAPITAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,277 shares; 2024Q4: 65,394 shares; 2025Q1: 87,028 shares 87,028$1.28M<0.01%+21,634Timeline
KBWPINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,895 shares; 2024Q4: 10,193 shares; 2025Q1: 10,182 shares 10,182$1.27M<0.01%-11Timeline
ACVFETF OPPORTUNITIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,983 shares; 2024Q4: 17,999 shares; 2025Q1: 29,603 shares 29,603$1.27M<0.01%+11,604Timeline
JPLDJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,079 shares; 2024Q4: 8,336 shares; 2025Q1: 24,372 shares 24,372$1.27M<0.01%+16,036Timeline
INSPINSPIRE MED SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,874 shares; 2024Q4: 7,941 shares; 2025Q1: 7,948 shares 7,948$1.27M<0.01%+7Timeline
SJMSMUCKER J M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,817 shares; 2024Q4: 9,759 shares; 2025Q1: 10,642 shares 10,642$1.26M<0.01%+883Timeline
BGTBLACKROCK FLOATING RATE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,891 shares; 2024Q4: 98,517 shares; 2025Q1: 101,451 shares 101,451$1.26M<0.01%+2,934Timeline
GMARFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,852 shares; 2024Q4: 38,748 shares; 2025Q1: 33,785 shares 33,785$1.26M<0.01%-4,963Timeline
ONCBEONE MEDICINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,434 shares; 2024Q4: 4,985 shares; 2025Q1: 4,616 shares 4,616$1.26M<0.01%-369Timeline
DFEVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,400 shares 46,400$1.25M<0.01%newTimeline
SPYXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,155 shares; 2024Q4: 27,379 shares; 2025Q1: 27,288 shares 27,288$1.25M<0.01%-91Timeline
PWVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,577 shares; 2024Q4: 20,316 shares; 2025Q1: 20,977 shares 20,977$1.25M<0.01%+661Timeline
USTBVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,593 shares 24,593$1.25M<0.01%newTimeline
OMFONEMAIN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,323 shares; 2024Q4: 21,518 shares; 2025Q1: 25,456 shares 25,456$1.24M<0.01%+3,938Timeline
EVSMMORGAN STANLEY ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,953 shares 24,953$1.24M<0.01%newTimeline
CMCANADIAN IMPERIAL BANK OF COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,008 shares; 2024Q4: 21,461 shares; 2025Q1: 22,060 shares 22,060$1.24M<0.01%+599Timeline
FOURSHIFT4 PMTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,699 shares; 2024Q4: 12,675 shares; 2025Q1: 15,107 shares 15,107$1.23M<0.01%+2,432Timeline
CPTCAMDEN PPTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,294 shares; 2024Q4: 9,564 shares; 2025Q1: 10,078 shares 10,078$1.23M<0.01%+514Timeline
MEDPMEDPACE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,237 shares; 2024Q4: 4,164 shares; 2025Q1: 4,043 shares 4,043$1.23M<0.01%-121Timeline
SDOGALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,386 shares; 2024Q4: 22,397 shares; 2025Q1: 21,168 shares 21,168$1.23M<0.01%-1,229Timeline
LLOEWS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,717 shares; 2024Q4: 11,889 shares; 2025Q1: 13,362 shares 13,362$1.23M<0.01%+1,473Timeline
DTMDT MIDSTREAM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,090 shares; 2024Q4: 9,532 shares; 2025Q1: 12,666 shares 12,666$1.22M<0.01%+3,134Timeline
LTPZPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,191 shares; 2024Q4: 25,722 shares; 2025Q1: 22,287 shares 22,287$1.22M<0.01%-3,435Timeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,768 shares; 2024Q4: 12,710 shares; 2025Q1: 12,473 shares 12,473$1.22M<0.01%-237Timeline
WTWISDOMTREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,046 shares; 2024Q4: 127,211 shares; 2025Q1: 136,791 shares 136,791$1.22M<0.01%+9,580Timeline
MFCMANULIFE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,462 shares; 2024Q4: 38,608 shares; 2025Q1: 39,060 shares 39,060$1.22M<0.01%+452Timeline
PCORPROCORE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,440 shares; 2024Q4: 18,488 shares; 2025Q1: 18,409 shares 18,409$1.22M<0.01%-79Timeline
PNWPINNACLE WEST CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,434 shares; 2024Q4: 8,941 shares; 2025Q1: 12,754 shares 12,754$1.22M<0.01%+3,813Timeline
SWKSSKYWORKS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,156 shares; 2024Q4: 19,153 shares; 2025Q1: 18,762 shares 18,762$1.21M<0.01%-391Timeline
BBYBEST BUY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,769 shares; 2024Q4: 15,169 shares; 2025Q1: 16,455 shares 16,455$1.21M<0.01%+1,286Timeline
SRVRPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,831 shares; 2024Q4: 43,192 shares; 2025Q1: 41,225 shares 41,225$1.21M<0.01%-1,967Timeline
NBIXNEUROCRINE BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,833 shares; 2024Q4: 11,392 shares; 2025Q1: 10,930 shares 10,930$1.21M<0.01%-462Timeline
POWLPOWELL INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,623 shares; 2024Q4: 6,887 shares; 2025Q1: 7,092 shares 7,092$1.21M<0.01%+205Timeline
ALBALBEMARLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,115 shares; 2024Q4: 17,096 shares; 2025Q1: 16,774 shares 16,774$1.21M<0.01%-322Timeline
APRWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,758 shares; 2024Q4: 38,023 shares; 2025Q1: 37,225 shares 37,225$1.2M<0.01%-798Timeline
MNDYMONDAY COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,409 shares; 2024Q4: 5,627 shares; 2025Q1: 4,903 shares 4,903$1.19M<0.01%-724Timeline
LOPEGRAND CANYON ED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,740 shares; 2024Q4: 5,833 shares; 2025Q1: 6,892 shares 6,892$1.19M<0.01%+1,059Timeline
FNVFRANCO NEV CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,910 shares; 2024Q4: 7,902 shares; 2025Q1: 7,546 shares 7,546$1.19M<0.01%-356Timeline
TPLTEXAS PACIFIC LAND CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,527 shares; 2024Q4: 1,285 shares; 2025Q1: 897 shares 897$1.19M<0.01%-388Timeline
SMMUPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,609 shares; 2024Q4: 29,890 shares; 2025Q1: 23,745 shares 23,745$1.19M<0.01%-6,145Timeline
BSCWINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,297 shares; 2024Q4: 58,169 shares; 2025Q1: 58,208 shares 58,208$1.19M<0.01%+39Timeline
STXFEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,311 shares; 2024Q4: 25,720 shares; 2025Q1: 32,868 shares 32,868$1.19M<0.01%+7,148Timeline
CELHCELSIUS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,234 shares; 2024Q4: 28,191 shares; 2025Q1: 33,240 shares 33,240$1.18M<0.01%+5,049Timeline
ESEVERSOURCE ENERGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,435 shares; 2024Q4: 19,014 shares; 2025Q1: 19,027 shares 19,027$1.18M<0.01%+13Timeline
FAPRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,454 shares; 2024Q4: 29,887 shares; 2025Q1: 28,829 shares 28,829$1.18M<0.01%-1,058Timeline
IGHGPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,002 shares; 2024Q4: 13,078 shares; 2025Q1: 15,322 shares 15,322$1.18M<0.01%+2,244Timeline
BSMTINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,081 shares; 2024Q4: 28,731 shares; 2025Q1: 51,823 shares 51,823$1.18M<0.01%+23,092Timeline
NYFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,561 shares; 2024Q4: 28,016 shares; 2025Q1: 22,264 shares 22,264$1.17M<0.01%-5,752Timeline
CHTRCHARTER COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,925 shares; 2024Q4: 2,466 shares; 2025Q1: 3,172 shares 3,172$1.17M<0.01%+706Timeline
CGCARLYLE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,085 shares; 2024Q4: 26,097 shares; 2025Q1: 26,818 shares 26,818$1.17M<0.01%+721Timeline
RDVIFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,939 shares; 2024Q4: 66,069 shares; 2025Q1: 49,272 shares 49,272$1.17M<0.01%-16,797Timeline
TCOMTRIP COM GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,126 shares; 2024Q4: 20,345 shares; 2025Q1: 18,348 shares 18,348$1.17M<0.01%-1,997Timeline
DWASINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,483 shares; 2024Q4: 14,945 shares; 2025Q1: 14,955 shares 14,955$1.17M<0.01%+10Timeline
HRBBLOCK H & R INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,555 shares; 2024Q4: 16,863 shares; 2025Q1: 21,144 shares 21,144$1.16M<0.01%+4,281Timeline
FTVFORTIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,809 shares; 2024Q4: 29,095 shares; 2025Q1: 15,867 shares 15,867$1.16M<0.01%-13,228Timeline
UJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,986 shares; 2024Q4: 18,377 shares; 2025Q1: 30,388 shares 30,388$1.16M<0.01%+12,011Timeline
FLTBFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,903 shares; 2024Q4: 21,098 shares; 2025Q1: 23,057 shares 23,057$1.16M<0.01%+1,959Timeline
PCGPG&E CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,110 shares; 2024Q4: 89,459 shares; 2025Q1: 66,939 shares 66,939$1.15M<0.01%-22,520Timeline
OLEDUNIVERSAL DISPLAY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,008 shares; 2024Q4: 5,148 shares; 2025Q1: 8,228 shares 8,228$1.15M<0.01%+3,080Timeline
VIRTVIRTU FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,927 shares; 2024Q4: 14,970 shares; 2025Q1: 30,118 shares 30,118$1.15M<0.01%+15,148Timeline
IBDYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,837 shares; 2024Q4: 42,052 shares; 2025Q1: 44,903 shares 44,903$1.15M<0.01%+2,851Timeline
FDSFACTSET RESH SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,177 shares; 2024Q4: 2,302 shares; 2025Q1: 2,510 shares 2,510$1.14M<0.01%+208Timeline
ELLAUDER ESTEE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,849 shares; 2024Q4: 24,592 shares; 2025Q1: 17,249 shares 17,249$1.14M<0.01%-7,343Timeline
QIAGEN N.V.QIAGEN N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,334 shares 28,334$1.14M<0.01%new
BFAMBRIGHT HORIZONS FAM SOL IN DQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,082 shares; 2024Q4: 7,141 shares; 2025Q1: 8,948 shares 8,948$1.14M<0.01%+1,807Timeline
RPMRPM INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,532 shares; 2024Q4: 14,742 shares; 2025Q1: 9,818 shares 9,818$1.14M<0.01%-4,924Timeline
SIVRABRDN SILVER ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,343 shares; 2024Q4: 30,037 shares; 2025Q1: 34,915 shares 34,915$1.14M<0.01%+4,878Timeline
USOUNITED STS OIL FD LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,229 shares; 2024Q4: 6,357 shares; 2025Q1: 14,605 shares 14,605$1.13M<0.01%+8,248Timeline
BIZDVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,712 shares; 2024Q4: 79,090 shares; 2025Q1: 67,321 shares 67,321$1.13M<0.01%-11,769Timeline
DXIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,697 shares 21,697$1.13M<0.01%newTimeline
XYLXYLEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,935 shares; 2024Q4: 9,862 shares; 2025Q1: 9,389 shares 9,389$1.12M<0.01%-473Timeline
PYLDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,489 shares; 2024Q4: 35,764 shares; 2025Q1: 42,442 shares 42,442$1.12M<0.01%+6,678Timeline

Sold out in Q1 2025

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

The largest 100 of 154. All 154

SecurityShares beforeValue beforeType
CSWCCAPITAL SOUTHWEST CORP119,721$2.61Mshares
IFLNINVESCO EXCH TRADED FD TR II112,033$2.03Mshares
SMAYFIRST TR EXCHNG TRADED FD VI65,469$1.62Mshares
IBUYAMPLIFY ETF TR23,518$1.52Mshares
IVALEA SERIES TRUST57,855$1.39Mshares
BRK-ABERKSHIRE HATHAWAY INC DEL2$1.36Mshares
BBMCJ P MORGAN EXCHANGE TRADED F13,932$1.34Mshares
QIAGEN NVQIAGEN NV29,930$1.33Mshares
QSIXPACER FDS TR40,089$1.32Mshares
AAXJISHARES TR17,682$1.28Mshares
FSECFIDELITY MERRIMACK STR TR29,829$1.27Mshares
RPRXROYALTY PHARMA PLC46,800$1.19Mshares
FVRRFIVERR INTL LTD30,871$980Kshares
NFTYFIRST TR EXCH TRD ALPHDX FD17,274$967Kshares
GSJYGOLDMAN SACHS ETF TR24,903$938Kshares
MHKMOHAWK INDS INC7,805$930Kshares
AUGWAIM ETF PRODUCTS TRUST31,793$930Kshares
PMBSPIMCO ETF TR18,913$905Kshares
DVDOUBLEVERIFY HLDGS INC44,311$851Kshares
NEOS ETF TRUSTNEOS ETF TRUST30,317$790Kshares
CABOCABLE ONE INC2,143$776Kshares
EDENISHARES TR7,036$748Kshares
ASPEN TECHNOLOGY INCASPEN TECHNOLOGY INC2,945$735Kshares
ATATATOUR LIFESTYLE HLDGS LTD26,889$723Kshares
PBNVPGIM ROCK ETF TR25,776$691Kshares
QVMLINVESCO EXCH TRADED FD TR II19,857$686Kshares
ALTAIR ENGINEERING INCALTAIR ENGINEERING INC5,836$637Kshares
GHYGISHARES INC13,569$598Kshares
CONSOL ENERGY INC NEWCONSOL ENERGY INC NEW5,596$597Kshares
XRTSPDR SERIES TRUST7,403$589Kshares
CROXCROCS INC5,352$586Kshares
BITCBITWISE FUNDS TRUST11,715$555Kshares
OPRAOPERA LTD28,541$541Kshares
FCTEETF OPPORTUNITIES TRUST19,003$493Kshares
PRCTPROCEPT BIOROBOTICS CORP6,016$484Kshares
BCEBCE INC18,209$422Kshares
WGSGENEDX HOLDINGS CORP5,481$421Kshares
SMTCSEMTECH CORP6,695$414Kshares
FCNFTI CONSULTING INC2,108$403Kshares
SLGSL GREEN RLTY CORP5,904$401Kshares
INTRA-CELLULAR THERAPIES INCINTRA-CELLULAR THERAPIES INC4,784$400Kshares
FINXGLOBAL X FDS12,409$387Kshares
DVADAVITA INC2,478$371Kshares
HIWHIGHWOODS PPTYS INC11,935$365Kshares
INDSPACER FDS TR10,188$360Kshares
DUN & BRADSTREET HLDGS INCDUN & BRADSTREET HLDGS INC27,959$348Kshares
FMFFIRST TR EXCHANGE-TRADED FD7,049$335Kshares
SIZEISHARES TR2,252$334Kshares
FTDRFRONTDOOR INC6,056$331Kshares
PLABPHOTRONICS INC13,851$326Kshares
SITIO ROYALTIES CORPSITIO ROYALTIES CORP16,433$315Kshares
FTAIFTAI AVIATION LTD2,179$314Kshares
SBIOALPS ETF TR9,487$313Kshares
EWBCEAST WEST BANCORP INC3,247$311Kshares
IPAYAMPLIFY ETF TR5,313$308Kshares
WTSWATTS WATER TECHNOLOGIES INC1,496$304Kshares
AAALCOA CORP8,028$303Kshares
TEMTEMPUS AI INC8,934$302Kshares
WWJDNORTHERN LTS FD TR IV10,208$296Kshares
HYXFISHARES TR6,405$296Kshares
XNOVFIRST TR EXCHNG TRADED FD VI8,700$296Kshares
DBJPDBX ETF TR3,852$292Kshares
NJRNEW JERSEY RES CORP6,151$287Kshares
QTWOQ2 HLDGS INC2,797$282Kshares
PRFZINVESCO EXCHANGE TRADED FD T6,749$281Kshares
ABFLABACUS FCF ETF TR4,192$279Kshares
RRXREGAL REXNORD CORPORATION1,787$277Kshares
EMBJEMBRAER S.A.7,460$274Kshares
WFRDWEATHERFORD INTL PLC3,815$273Kshares
VMIVALMONT INDS INC884$271Kshares
HNIHNI CORP5,202$262Kshares
CRCCALIFORNIA RES CORP4,882$253Kshares
FMCFMC CORP5,156$251Kshares
BBJPJ P MORGAN EXCHANGE TRADED F4,562$250Kshares
OXMOXFORD INDS INC3,143$248Kshares
ISCVISHARES TR3,858$245Kshares
ATKRATKORE INC2,923$244Kshares
HWKNHAWKINS INC1,978$243Kshares
MCRIMONARCH CASINO & RESORT INC3,056$241Kshares
TFIITFI INTERNATIONAL INC1,768$239Kshares
AEOAMERICAN EAGLE OUTFITTERS IN14,188$237Kshares
GSGISHARES S&P GSCI COMMODITY-10,886$237Kshares
PTINPACER FDS TR8,530$237Kshares
LITELUMENTUM HLDGS INC2,795$235Kshares
BNOUNITED STS BRENT OIL FD LP7,820$234Kshares
MAXISIMPLIFY EXCHANGE TRADED FUN8,752$234Kshares
NBISNEBIUS GROUP N.V.8,391$232Kshares
TFINTRIUMPH FINANCIAL INC2,540$231Kshares
ASTSAST SPACEMOBILE INC10,891$230Kshares
MHOM/I HOMES INC1,720$229Kshares
PACGRUPO AEROPORTUNARIO DEL PAC1,305$228Kshares
ASNDASCENDIS PHARMA A/S1,644$226Kshares
ATRCATRICURE INC7,402$226Kshares
RFGINVESCO EXCHANGE TRADED FD T4,644$225Kshares
TDCTERADATA CORP DEL7,230$225Kshares
WSWORTHINGTON STL INC7,038$224Kshares
SRPTSAREPTA THERAPEUTICS INC1,829$222Kshares
RSPSINVESCO EXCHANGE TRADED FD T7,292$220Kshares
GFLGFL ENVIRONMENTAL INC4,907$219Kshares
FROFRONTLINE PLC15,333$218Kshares

How Q1 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 0000701059-25-000010 base2025-05-14acceptance time not in the bulk data set