Skip to content
Disclosery

MML INVESTORS SERVICES, LLC

Follow

13F filer, CIK 701059, SPRINGFIELD, MA

MML INVESTORS SERVICES, LLC reported $34,645,395,000 across 2,802 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 16.95% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000701059-25-000016

Period
2025-06-30
Reported value
$34.6B
Holdings
2,802
Top 10 weight
16.95%
New
224
Sold out
105

Largest buys vs the previous quarter

SecurityShares changeApprox. value
EFVadded+2,316,220$147M
THROadded+3,375,159$120M
IEMGadded+1,782,345$107M
JIREadded+1,221,003$86.4M
IAGGadded+1,269,145$64.8M

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.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IVVreduced-342,995-$213M
EMXCreduced-1,453,627-$91.8M
HEFAreduced-962,033-$36.5M
TBLLreduced-340,144-$35.9M
XMHQreduced-315,361-$31M

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, Q2 2025

Share positions as resolved from 13F-HR 0000701059-25-000016, largest first. % of portfolio is the value over $34,645,395,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CELHCELSIUS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,234 shares; 2024Q4: 28,191 shares; 2025Q1: 33,240 shares; 2025Q2: 28,360 shares 28,360$1.32M<0.01%-4,880Timeline
HNDLSTRATEGY SHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,851 shares; 2024Q4: 67,703 shares; 2025Q1: 64,725 shares; 2025Q2: 60,765 shares 60,765$1.32M<0.01%-3,960Timeline
KBWPINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,895 shares; 2024Q4: 10,193 shares; 2025Q1: 10,182 shares; 2025Q2: 10,703 shares 10,703$1.31M<0.01%+521Timeline
LLOEWS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,717 shares; 2024Q4: 11,889 shares; 2025Q1: 13,362 shares; 2025Q2: 14,303 shares 14,303$1.31M<0.01%+941Timeline
URAGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,396 shares; 2024Q4: 40,349 shares; 2025Q1: 14,074 shares; 2025Q2: 33,670 shares 33,670$1.31M<0.01%+19,596Timeline
STXFEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,311 shares; 2024Q4: 25,720 shares; 2025Q1: 32,868 shares; 2025Q2: 32,514 shares 32,514$1.3M<0.01%-354Timeline
FIDUFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,101 shares; 2024Q4: 11,997 shares; 2025Q1: 70,527 shares; 2025Q2: 16,810 shares 16,810$1.3M<0.01%-53,717Timeline
XMARFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,490 shares; 2024Q4: 33,272 shares; 2025Q1: 35,711 shares; 2025Q2: 33,786 shares 33,786$1.29M<0.01%-1,925Timeline
MFCMANULIFE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,462 shares; 2024Q4: 38,608 shares; 2025Q1: 39,060 shares; 2025Q2: 40,389 shares 40,389$1.29M<0.01%+1,329Timeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,714 shares; 2025Q1: 7,643 shares; 2025Q2: 14,449 shares 14,449$1.29M<0.01%+6,806Timeline
SMMUPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,609 shares; 2024Q4: 29,890 shares; 2025Q1: 23,745 shares; 2025Q2: 25,600 shares 25,600$1.28M<0.01%+1,855Timeline
HSCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,757 shares; 2024Q4: 24,193 shares; 2025Q1: 32,203 shares; 2025Q2: 36,051 shares 36,051$1.28M<0.01%+3,848Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,602 shares; 2024Q4: 90,642 shares; 2025Q1: 93,508 shares; 2025Q2: 93,386 shares 93,386$1.28M<0.01%-122Timeline
BRKRBRUKER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,820 shares; 2024Q4: 31,481 shares; 2025Q1: 36,453 shares; 2025Q2: 31,093 shares 31,093$1.28M<0.01%-5,360Timeline
HSTHOST HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,292 shares; 2024Q4: 92,814 shares; 2025Q1: 75,397 shares; 2025Q2: 83,238 shares 83,238$1.28M<0.01%+7,841Timeline
CHDCHURCH & DWIGHT CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,630 shares; 2024Q4: 15,031 shares; 2025Q1: 13,111 shares; 2025Q2: 13,295 shares 13,295$1.28M<0.01%+184Timeline
IGHGPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,002 shares; 2024Q4: 13,078 shares; 2025Q1: 15,322 shares; 2025Q2: 16,296 shares 16,296$1.28M<0.01%+974Timeline
BAXBAXTER INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,500 shares; 2024Q4: 44,481 shares; 2025Q1: 43,170 shares; 2025Q2: 42,158 shares 42,158$1.28M<0.01%-1,012Timeline
BSYBENTLEY SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,991 shares; 2024Q4: 28,065 shares; 2025Q1: 25,572 shares; 2025Q2: 23,640 shares 23,640$1.28M<0.01%-1,932Timeline
VODVODAFONE GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,984 shares; 2024Q4: 110,698 shares; 2025Q1: 111,137 shares; 2025Q2: 119,636 shares 119,636$1.27M<0.01%+8,499Timeline
AEMAGNICO EAGLE MINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,130 shares; 2024Q4: 3,992 shares; 2025Q1: 3,453 shares; 2025Q2: 10,714 shares 10,714$1.27M<0.01%+7,261Timeline
FMAYFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,899 shares; 2024Q4: 15,686 shares; 2025Q1: 19,386 shares; 2025Q2: 25,424 shares 25,424$1.27M<0.01%+6,038Timeline
SPLBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 61,122 shares; 2025Q1: 72,330 shares; 2025Q2: 56,239 shares 56,239$1.27M<0.01%-16,091Timeline
LOPEGRAND CANYON ED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,740 shares; 2024Q4: 5,833 shares; 2025Q1: 6,892 shares; 2025Q2: 6,713 shares 6,713$1.27M<0.01%-179Timeline
RPGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,171 shares; 2024Q4: 26,562 shares; 2025Q1: 27,844 shares; 2025Q2: 27,668 shares 27,668$1.27M<0.01%-176Timeline
BKRBAKER HUGHES COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,340 shares; 2024Q4: 43,735 shares; 2025Q1: 48,483 shares; 2025Q2: 32,996 shares 32,996$1.26M<0.01%-15,487Timeline
NYFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,561 shares; 2024Q4: 28,016 shares; 2025Q1: 22,264 shares; 2025Q2: 24,270 shares 24,270$1.26M<0.01%+2,006Timeline
TRUTRANSUNIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,946 shares; 2024Q4: 12,465 shares; 2025Q1: 12,976 shares; 2025Q2: 14,331 shares 14,331$1.26M<0.01%+1,355Timeline
BGTBLACKROCK FLOATING RATE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,891 shares; 2024Q4: 98,517 shares; 2025Q1: 101,451 shares; 2025Q2: 100,585 shares 100,585$1.26M<0.01%-866Timeline
AFRMAFFIRM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,018 shares; 2024Q4: 37,089 shares; 2025Q1: 21,160 shares; 2025Q2: 18,094 shares 18,094$1.25M<0.01%-3,066Timeline
TAKTAKEDA PHARMACEUTICAL CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,098 shares; 2024Q4: 62,153 shares; 2025Q1: 69,286 shares; 2025Q2: 80,829 shares 80,829$1.25M<0.01%+11,543Timeline
BF-BBROWN FORMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,584 shares; 2025Q1: 48,380 shares; 2025Q2: 46,378 shares 46,378$1.25M<0.01%-2,002Timeline
ALCALCON AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,079 shares; 2024Q4: 47,732 shares; 2025Q1: 31,749 shares; 2025Q2: 14,069 shares 14,069$1.24M<0.01%-17,680Timeline
UJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,986 shares; 2024Q4: 18,377 shares; 2025Q1: 30,388 shares; 2025Q2: 30,668 shares 30,668$1.24M<0.01%+280Timeline
OSCROSCAR HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,761 shares 57,761$1.24M<0.01%newTimeline
DAPRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,741 shares; 2024Q4: 16,764 shares; 2025Q1: 17,609 shares; 2025Q2: 32,806 shares 32,806$1.24M<0.01%+15,197Timeline
NFGNATIONAL FUEL GAS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,641 shares; 2025Q2: 14,584 shares 14,584$1.24M<0.01%+5,943Timeline
NFLTETFIS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,249 shares; 2024Q4: 40,080 shares; 2025Q1: 46,140 shares; 2025Q2: 54,037 shares 54,037$1.23M<0.01%+7,897Timeline
BBARRICK MNG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59,239 shares 59,239$1.23M<0.01%newTimeline
ZDEKINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,110 shares 50,110$1.23M<0.01%newTimeline
JSCPJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,981 shares; 2024Q4: 12,052 shares; 2025Q1: 57,505 shares; 2025Q2: 25,883 shares 25,883$1.23M<0.01%-31,622Timeline
FNVFRANCO NEV CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,910 shares; 2024Q4: 7,902 shares; 2025Q1: 7,546 shares; 2025Q2: 7,476 shares 7,476$1.23M<0.01%-70Timeline
HIMSHIMS & HERS HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,674 shares; 2024Q4: 9,519 shares; 2025Q1: 11,900 shares; 2025Q2: 24,569 shares 24,569$1.23M<0.01%+12,669Timeline
IBTIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,028 shares; 2024Q4: 14,227 shares; 2025Q1: 13,951 shares; 2025Q2: 54,525 shares 54,525$1.22M<0.01%+40,574Timeline
PKWINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,150 shares; 2024Q4: 10,646 shares; 2025Q1: 9,584 shares; 2025Q2: 9,853 shares 9,853$1.22M<0.01%+269Timeline
XVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,776 shares; 2024Q4: 22,709 shares; 2025Q1: 22,702 shares; 2025Q2: 25,523 shares 25,523$1.22M<0.01%+2,821Timeline
PXFINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,147 shares; 2024Q4: 19,977 shares; 2025Q1: 20,522 shares; 2025Q2: 21,117 shares 21,117$1.21M<0.01%+595Timeline
PSDMPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,611 shares 23,611$1.21M<0.01%newTimeline
PAYCPAYCOM SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,107 shares; 2024Q4: 4,125 shares; 2025Q1: 4,260 shares; 2025Q2: 5,239 shares 5,239$1.21M<0.01%+979Timeline
MANHMANHATTAN ASSOCIATES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,899 shares; 2024Q4: 12,357 shares; 2025Q1: 7,859 shares; 2025Q2: 6,139 shares 6,139$1.21M<0.01%-1,720Timeline
DFLVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,934 shares; 2024Q4: 15,611 shares; 2025Q1: 19,765 shares; 2025Q2: 39,034 shares 39,034$1.21M<0.01%+19,269Timeline
JPLDJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,079 shares; 2024Q4: 8,336 shares; 2025Q1: 24,372 shares; 2025Q2: 23,177 shares 23,177$1.21M<0.01%-1,195Timeline
RPMRPM INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,532 shares; 2024Q4: 14,742 shares; 2025Q1: 9,818 shares; 2025Q2: 11,015 shares 11,015$1.21M<0.01%+1,197Timeline
CCKCROWN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,241 shares; 2025Q2: 11,753 shares 11,753$1.21M<0.01%+2,512Timeline
GILGILDAN ACTIVEWEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,904 shares; 2024Q4: 24,661 shares; 2025Q1: 25,028 shares; 2025Q2: 24,493 shares 24,493$1.21M<0.01%-535Timeline
BSCWINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,297 shares; 2024Q4: 58,169 shares; 2025Q1: 58,208 shares; 2025Q2: 58,481 shares 58,481$1.21M<0.01%+273Timeline
ANFABERCROMBIE & FITCH COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,971 shares; 2024Q4: 18,803 shares; 2025Q1: 8,549 shares; 2025Q2: 14,529 shares 14,529$1.2M<0.01%+5,980Timeline
CPTCAMDEN PPTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,294 shares; 2024Q4: 9,564 shares; 2025Q1: 10,078 shares; 2025Q2: 10,669 shares 10,669$1.2M<0.01%+591Timeline
FSTAFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,675 shares; 2024Q4: 14,574 shares; 2025Q1: 8,944 shares; 2025Q2: 23,352 shares 23,352$1.19M<0.01%+14,408Timeline
RDIVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,647 shares; 2024Q4: 34,164 shares; 2025Q1: 30,390 shares; 2025Q2: 24,955 shares 24,955$1.19M<0.01%-5,435Timeline
ARMARM HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,323 shares; 2024Q4: 6,823 shares; 2025Q1: 9,654 shares; 2025Q2: 7,340 shares 7,340$1.19M<0.01%-2,314Timeline
GGENPACT LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,058 shares; 2024Q4: 15,017 shares; 2025Q1: 28,030 shares; 2025Q2: 26,910 shares 26,910$1.18M<0.01%-1,120Timeline
LTPZPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,191 shares; 2024Q4: 25,722 shares; 2025Q1: 22,287 shares; 2025Q2: 22,567 shares 22,567$1.18M<0.01%+280Timeline
CFCF INDUSTRIES HOLDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,291 shares; 2024Q4: 5,429 shares; 2025Q1: 5,860 shares; 2025Q2: 12,838 shares 12,838$1.18M<0.01%+6,978Timeline
FETHFIDELITY ETHEREUM FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,599 shares; 2025Q2: 46,772 shares 46,772$1.18M<0.01%+6,173Timeline
RITMRITHM CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,352 shares; 2024Q4: 89,788 shares; 2025Q1: 95,353 shares; 2025Q2: 104,225 shares 104,225$1.18M<0.01%+8,872Timeline
AITAPPLIED INDL TECHNOLOGIES INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,762 shares; 2024Q4: 1,954 shares; 2025Q1: 2,753 shares; 2025Q2: 5,044 shares 5,044$1.17M<0.01%+2,291Timeline
PLNTPLANET FITNESS MASTER ISSUERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,226 shares; 2024Q4: 14,959 shares; 2025Q1: 13,434 shares; 2025Q2: 10,744 shares 10,744$1.17M<0.01%-2,690Timeline
FNOVFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,551 shares; 2024Q4: 20,038 shares; 2025Q1: 17,569 shares; 2025Q2: 23,366 shares 23,366$1.17M<0.01%+5,797Timeline
SRVRPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,831 shares; 2024Q4: 43,192 shares; 2025Q1: 41,225 shares; 2025Q2: 36,132 shares 36,132$1.17M<0.01%-5,093Timeline
CSLCARLISLE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,605 shares; 2024Q4: 2,658 shares; 2025Q1: 2,662 shares; 2025Q2: 3,107 shares 3,107$1.16M<0.01%+445Timeline
ETHAISHARES ETHEREUM TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,686 shares; 2025Q2: 60,738 shares 60,738$1.16M<0.01%+10,052Timeline
BBLUEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345,167 shares; 2024Q4: 10,004 shares; 2025Q1: 56,770 shares; 2025Q2: 84,116 shares 84,116$1.16M<0.01%+27,346Timeline
EWNISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,483 shares; 2024Q4: 22,917 shares; 2025Q1: 21,953 shares; 2025Q2: 21,218 shares 21,218$1.16M<0.01%-735Timeline
XEVTXEATON VANCE TAX ADVT DIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,435 shares; 2024Q4: 44,083 shares; 2025Q1: 44,233 shares; 2025Q2: 47,885 shares 47,885$1.15M<0.01%+3,652Timeline
FPXFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,956 shares; 2024Q4: 5,195 shares; 2025Q1: 4,845 shares; 2025Q2: 7,949 shares 7,949$1.15M<0.01%+3,104Timeline
TMDXTRANSMEDICS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,123 shares; 2024Q4: 6,243 shares; 2025Q1: 6,806 shares; 2025Q2: 8,598 shares 8,598$1.15M<0.01%+1,792Timeline
IBTHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,720 shares; 2024Q4: 15,903 shares; 2025Q1: 18,176 shares; 2025Q2: 51,169 shares 51,169$1.15M<0.01%+32,993Timeline
FDTFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,742 shares; 2024Q4: 15,994 shares; 2025Q1: 16,421 shares; 2025Q2: 16,617 shares 16,617$1.14M<0.01%+196Timeline
TPRTAPESTRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,408 shares; 2024Q4: 16,141 shares; 2025Q1: 14,959 shares; 2025Q2: 12,981 shares 12,981$1.14M<0.01%-1,978Timeline
TKOTKO GROUP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,604 shares; 2024Q4: 5,517 shares; 2025Q1: 6,335 shares; 2025Q2: 6,258 shares 6,258$1.14M<0.01%-77Timeline
BJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,447 shares; 2024Q4: 29,330 shares; 2025Q1: 25,153 shares; 2025Q2: 24,048 shares 24,048$1.13M<0.01%-1,105Timeline
SDOGALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,386 shares; 2024Q4: 22,397 shares; 2025Q1: 21,168 shares; 2025Q2: 19,719 shares 19,719$1.13M<0.01%-1,449Timeline
UHSUNIVERSAL HLTH SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,030 shares; 2024Q4: 3,686 shares; 2025Q1: 5,358 shares; 2025Q2: 6,249 shares 6,249$1.13M<0.01%+891Timeline
ARKQARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,091 shares; 2024Q4: 11,466 shares; 2025Q1: 11,743 shares; 2025Q2: 12,697 shares 12,697$1.13M<0.01%+954Timeline
ESMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,443 shares; 2024Q4: 26,720 shares; 2025Q1: 26,240 shares; 2025Q2: 27,304 shares 27,304$1.13M<0.01%+1,064Timeline
LRNSTRIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,642 shares; 2024Q4: 2,794 shares; 2025Q1: 10,595 shares; 2025Q2: 7,764 shares 7,764$1.13M<0.01%-2,831Timeline
AOSSMITH A O CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,237 shares; 2024Q4: 9,502 shares; 2025Q1: 15,416 shares; 2025Q2: 17,156 shares 17,156$1.12M<0.01%+1,740Timeline
BFAMBRIGHT HORIZONS FAM SOL IN DQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,082 shares; 2024Q4: 7,141 shares; 2025Q1: 8,948 shares; 2025Q2: 9,098 shares 9,098$1.12M<0.01%+150Timeline
LOBLIVE OAK BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,966 shares; 2024Q4: 27,222 shares; 2025Q1: 33,725 shares; 2025Q2: 37,648 shares 37,648$1.12M<0.01%+3,923Timeline
FDSFACTSET RESH SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,177 shares; 2024Q4: 2,302 shares; 2025Q1: 2,510 shares; 2025Q2: 2,507 shares 2,507$1.12M<0.01%-3Timeline
EWLISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,118 shares; 2024Q4: 20,685 shares; 2025Q1: 20,481 shares; 2025Q2: 20,390 shares 20,390$1.12M<0.01%-91Timeline
THOTHOR INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,556 shares; 2024Q4: 11,053 shares; 2025Q1: 13,476 shares; 2025Q2: 12,568 shares 12,568$1.12M<0.01%-908Timeline
MSCIMSCI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,140 shares; 2024Q4: 6,215 shares; 2025Q1: 4,899 shares; 2025Q2: 1,931 shares 1,931$1.11M<0.01%-2,968Timeline
BOCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,064 shares; 2024Q4: 53,065 shares; 2025Q1: 24,242 shares; 2025Q2: 24,500 shares 24,500$1.11M<0.01%+258Timeline
FBOTFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,613 shares; 2025Q2: 37,173 shares 37,173$1.11M<0.01%+1,560Timeline
FSLRFIRST SOLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,374 shares; 2024Q4: 5,943 shares; 2025Q1: 7,501 shares; 2025Q2: 6,719 shares 6,719$1.11M<0.01%-782Timeline
ZMZOOM COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,395 shares; 2024Q4: 17,812 shares; 2025Q1: 10,764 shares; 2025Q2: 14,244 shares 14,244$1.11M<0.01%+3,480Timeline
FDRRFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,282 shares; 2024Q4: 25,204 shares; 2025Q1: 19,332 shares; 2025Q2: 20,375 shares 20,375$1.1M<0.01%+1,043Timeline
MAINMAIN STR CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,743 shares; 2024Q4: 17,824 shares; 2025Q1: 17,760 shares; 2025Q2: 18,687 shares 18,687$1.1M<0.01%+927Timeline
NUDMNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,300 shares; 2024Q4: 30,007 shares; 2025Q1: 29,823 shares; 2025Q2: 31,081 shares 31,081$1.1M<0.01%+1,258Timeline
IYYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,865 shares; 2024Q4: 7,233 shares; 2025Q1: 7,264 shares; 2025Q2: 7,312 shares 7,312$1.1M<0.01%+48Timeline
BSEPINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,612 shares; 2024Q4: 25,625 shares; 2025Q1: 24,466 shares; 2025Q2: 24,342 shares 24,342$1.1M<0.01%-124Timeline
COPXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,443 shares; 2024Q4: 25,280 shares; 2025Q1: 24,675 shares; 2025Q2: 24,395 shares 24,395$1.1M<0.01%-280Timeline
FFIVF5 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,118 shares; 2025Q1: 4,071 shares; 2025Q2: 3,719 shares 3,719$1.09M<0.01%-352Timeline
SOUNSOUNDHOUND AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,550 shares; 2024Q4: 18,101 shares; 2025Q1: 20,488 shares; 2025Q2: 102,069 shares 102,069$1.09M<0.01%+81,581Timeline
BAMBROOKFIELD ASSET MANAGMT LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,511 shares; 2024Q4: 17,818 shares; 2025Q1: 18,271 shares; 2025Q2: 19,797 shares 19,797$1.09M<0.01%+1,526Timeline
IXCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,505 shares; 2024Q4: 128,016 shares; 2025Q1: 35,695 shares; 2025Q2: 27,844 shares 27,844$1.09M<0.01%-7,851Timeline
UAPRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,814 shares 34,814$1.09M<0.01%newTimeline
WYNNWYNN RESORTS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,000 shares; 2024Q4: 11,856 shares; 2025Q1: 13,377 shares; 2025Q2: 11,609 shares 11,609$1.09M<0.01%-1,768Timeline
COLDAMERICOLD REALTY TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,558 shares; 2024Q4: 45,466 shares; 2025Q1: 66,003 shares; 2025Q2: 65,332 shares 65,332$1.09M<0.01%-671Timeline
BUFBINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,581 shares; 2024Q4: 22,418 shares; 2025Q1: 32,061 shares; 2025Q2: 32,060 shares 32,060$1.09M<0.01%-1Timeline
OGEOGE ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,952 shares; 2024Q4: 20,674 shares; 2025Q1: 23,325 shares; 2025Q2: 24,408 shares 24,408$1.08M<0.01%+1,083Timeline
FTVFORTIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,809 shares; 2024Q4: 29,095 shares; 2025Q1: 15,867 shares; 2025Q2: 20,746 shares 20,746$1.08M<0.01%+4,879Timeline
SCHYSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,015 shares; 2024Q4: 82,583 shares; 2025Q1: 38,398 shares; 2025Q2: 39,522 shares 39,522$1.08M<0.01%+1,124Timeline
PFRLPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,571 shares; 2025Q1: 20,816 shares; 2025Q2: 21,538 shares 21,538$1.08M<0.01%+722Timeline
BIIBBIOGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,280 shares; 2024Q4: 7,515 shares; 2025Q1: 7,943 shares; 2025Q2: 8,560 shares 8,560$1.07M<0.01%+617Timeline
PCORPROCORE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,440 shares; 2024Q4: 18,488 shares; 2025Q1: 18,409 shares; 2025Q2: 15,693 shares 15,693$1.07M<0.01%-2,716Timeline
JPMEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,827 shares; 2024Q4: 8,000 shares; 2025Q1: 9,335 shares; 2025Q2: 10,355 shares 10,355$1.07M<0.01%+1,020Timeline
ESSESSEX PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,024 shares; 2024Q4: 3,350 shares; 2025Q1: 3,499 shares; 2025Q2: 3,779 shares 3,779$1.07M<0.01%+280Timeline
ALBALBEMARLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,115 shares; 2024Q4: 17,096 shares; 2025Q1: 16,774 shares; 2025Q2: 16,991 shares 16,991$1.06M<0.01%+217Timeline
LKQLKQ CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,219 shares; 2024Q4: 23,799 shares; 2025Q1: 30,013 shares; 2025Q2: 28,715 shares 28,715$1.06M<0.01%-1,298Timeline
VITLVITAL FARMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,598 shares 27,598$1.06M<0.01%newTimeline
PAGPPLAINS GP HLDGS L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,334 shares; 2024Q4: 49,892 shares; 2025Q1: 51,828 shares; 2025Q2: 54,557 shares 54,557$1.06M<0.01%+2,729Timeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 812 shares; 2024Q4: 848 shares; 2025Q1: 527 shares; 2025Q2: 530 shares 530$1.06M<0.01%+3Timeline
SLABSILICON LABORATORIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,328 shares; 2024Q4: 7,580 shares; 2025Q1: 8,070 shares; 2025Q2: 7,181 shares 7,181$1.06M<0.01%-889Timeline
ISHARES TRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,784 shares; 2024Q4: 57,274 shares; 2025Q1: 55,834 shares; 2025Q2: 45,239 shares 45,239$1.06M<0.01%-10,595
PNRPENTAIR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,281 shares; 2024Q4: 6,965 shares; 2025Q1: 7,172 shares; 2025Q2: 10,290 shares 10,290$1.06M<0.01%+3,118Timeline
TMFCRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,287 shares; 2024Q4: 6,578 shares; 2025Q1: 15,618 shares; 2025Q2: 16,336 shares 16,336$1.05M<0.01%+718Timeline
VIOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,217 shares; 2024Q4: 10,032 shares; 2025Q1: 8,636 shares; 2025Q2: 9,186 shares 9,186$1.05M<0.01%+550Timeline
UNOVINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,307 shares; 2024Q4: 29,459 shares; 2025Q1: 29,257 shares; 2025Q2: 29,123 shares 29,123$1.05M<0.01%-134Timeline
XRAYDENTSPLY SIRONA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,682 shares; 2024Q4: 34,057 shares; 2025Q1: 44,698 shares; 2025Q2: 66,123 shares 66,123$1.05M<0.01%+21,425Timeline
FHLCFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,814 shares; 2024Q4: 11,725 shares; 2025Q1: 18,868 shares; 2025Q2: 16,416 shares 16,416$1.05M<0.01%-2,452Timeline
IHAKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,977 shares; 2024Q4: 18,335 shares; 2025Q1: 18,522 shares; 2025Q2: 19,711 shares 19,711$1.05M<0.01%+1,189Timeline
BAHBOOZ ALLEN HAMILTON HLDG CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,390 shares; 2024Q4: 30,312 shares; 2025Q1: 16,785 shares; 2025Q2: 10,017 shares 10,017$1.04M<0.01%-6,768Timeline
REGREGENCY CTRS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,817 shares; 2024Q4: 11,199 shares; 2025Q1: 13,642 shares; 2025Q2: 14,633 shares 14,633$1.04M<0.01%+991Timeline
DWASINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,483 shares; 2024Q4: 14,945 shares; 2025Q1: 14,955 shares; 2025Q2: 12,137 shares 12,137$1.03M<0.01%-2,818Timeline
CLXCLOROX CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,959 shares; 2024Q4: 8,349 shares; 2025Q1: 12,001 shares; 2025Q2: 8,562 shares 8,562$1.03M<0.01%-3,439Timeline
IFVFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,640 shares; 2024Q4: 45,719 shares; 2025Q1: 46,791 shares; 2025Q2: 44,836 shares 44,836$1.03M<0.01%-1,955Timeline
XYLXYLEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,935 shares; 2024Q4: 9,862 shares; 2025Q1: 9,389 shares; 2025Q2: 7,927 shares 7,927$1.02M<0.01%-1,462Timeline
TTEKTETRA TECH INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,412 shares; 2024Q4: 34,608 shares; 2025Q1: 29,469 shares; 2025Q2: 28,512 shares 28,512$1.02M<0.01%-957Timeline
AEISADVANCED ENERGY INDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,693 shares; 2024Q4: 6,050 shares; 2025Q1: 6,501 shares; 2025Q2: 7,722 shares 7,722$1.02M<0.01%+1,221Timeline
WTMFWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,837 shares; 2025Q2: 28,979 shares 28,979$1.02M<0.01%+17,142Timeline
FLQLFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,159 shares 16,159$1.02M<0.01%newTimeline
EPRTESSENTIAL PPTYS RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,597 shares; 2024Q4: 25,264 shares; 2025Q1: 28,899 shares; 2025Q2: 31,929 shares 31,929$1.02M<0.01%+3,030Timeline
PODDINSULET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,655 shares; 2024Q4: 2,658 shares; 2025Q1: 2,721 shares; 2025Q2: 3,244 shares 3,244$1.02M<0.01%+523Timeline
SEESEALED AIR CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,297 shares; 2024Q4: 33,100 shares; 2025Q1: 30,919 shares; 2025Q2: 32,762 shares 32,762$1.02M<0.01%+1,843Timeline
PENNPENN ENTERTAINMENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,613 shares; 2024Q4: 44,079 shares; 2025Q1: 46,908 shares; 2025Q2: 56,795 shares 56,795$1.01M<0.01%+9,887Timeline
EVREVERCORE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,260 shares; 2024Q4: 4,850 shares; 2025Q1: 5,067 shares; 2025Q2: 3,754 shares 3,754$1.01M<0.01%-1,313Timeline
ITGRINTEGER HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,076 shares; 2024Q4: 6,197 shares; 2025Q1: 8,026 shares; 2025Q2: 8,222 shares 8,222$1.01M<0.01%+196Timeline
UAUGINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,170 shares; 2024Q4: 29,408 shares; 2025Q1: 27,159 shares; 2025Q2: 27,006 shares 27,006$1.01M<0.01%-153Timeline
BSMUINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,862 shares; 2024Q4: 17,179 shares; 2025Q1: 41,163 shares; 2025Q2: 47,013 shares 47,013$1.01M<0.01%+5,850Timeline
PIDINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,390 shares; 2024Q4: 240,162 shares; 2025Q1: 147,499 shares; 2025Q2: 49,196 shares 49,196$1.01M<0.01%-98,303Timeline
SUSUNCOR ENERGY INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,413 shares; 2024Q4: 14,721 shares; 2025Q1: 22,135 shares; 2025Q2: 26,855 shares 26,855$1.01M<0.01%+4,720Timeline
CALYCALLAWAY GOLF COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,897 shares; 2024Q4: 84,622 shares; 2025Q1: 106,555 shares; 2025Q2: 124,850 shares 124,850$1M<0.01%+18,295Timeline
BSMVINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,217 shares; 2025Q1: 42,664 shares; 2025Q2: 48,725 shares 48,725$1M<0.01%+6,061Timeline
MFGMIZUHO FINANCIAL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,085 shares; 2024Q4: 129,304 shares; 2025Q1: 144,012 shares; 2025Q2: 180,556 shares 180,556$1M<0.01%+36,544Timeline
CBUCOMMUNITY FINANCIAL SYSTEM IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,641 shares; 2024Q4: 14,732 shares; 2025Q1: 16,237 shares; 2025Q2: 17,651 shares 17,651$1M<0.01%+1,414Timeline
BBCAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,395 shares; 2024Q4: 17,016 shares; 2025Q1: 11,357 shares; 2025Q2: 12,430 shares 12,430$1M<0.01%+1,073Timeline
SHMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,106 shares; 2024Q4: 21,877 shares; 2025Q1: 22,085 shares; 2025Q2: 20,923 shares 20,923$1M<0.01%-1,162Timeline
ESABESAB CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,507 shares; 2024Q4: 5,054 shares; 2025Q1: 6,920 shares; 2025Q2: 8,297 shares 8,297$1M<0.01%+1,377Timeline
FCFSFIRSTCASH HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,697 shares; 2024Q4: 7,266 shares; 2025Q1: 7,124 shares; 2025Q2: 7,394 shares 7,394$999K<0.01%+270Timeline
FTXLFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,324 shares; 2024Q4: 24,251 shares; 2025Q1: 12,452 shares; 2025Q2: 10,371 shares 10,371$995K<0.01%-2,081Timeline
CPSLCALAMOS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,398 shares; 2025Q1: 33,957 shares; 2025Q2: 37,740 shares 37,740$993K<0.01%+3,783Timeline
GFIGOLD FIELDS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,145 shares; 2025Q2: 41,913 shares 41,913$992K<0.01%+21,768Timeline
TAPMOLSON COORS BEVERAGE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,323 shares; 2024Q4: 18,728 shares; 2025Q1: 28,434 shares; 2025Q2: 20,608 shares 20,608$991K<0.01%-7,826Timeline
WINGWINGSTOP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,529 shares; 2024Q4: 2,870 shares; 2025Q1: 3,104 shares; 2025Q2: 2,938 shares 2,938$989K<0.01%-166Timeline
BWABORGWARNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,816 shares; 2024Q4: 26,964 shares; 2025Q1: 27,594 shares; 2025Q2: 29,481 shares 29,481$987K<0.01%+1,887Timeline
PAMPAMPA ENERGIA SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,156 shares 14,156$982K<0.01%newTimeline
JXNJACKSON FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,305 shares; 2024Q4: 13,530 shares; 2025Q1: 12,482 shares; 2025Q2: 11,008 shares 11,008$977K<0.01%-1,474Timeline
DUOLDUOLINGO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,612 shares; 2024Q4: 3,361 shares; 2025Q1: 2,820 shares; 2025Q2: 2,377 shares 2,377$975K<0.01%-443Timeline
UJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,880 shares; 2024Q4: 29,988 shares; 2025Q1: 26,514 shares; 2025Q2: 26,508 shares 26,508$975K<0.01%-6Timeline
AOMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,165 shares; 2024Q4: 19,690 shares; 2025Q1: 19,474 shares; 2025Q2: 21,120 shares 21,120$972K<0.01%+1,646Timeline
CDWCDW CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,542 shares; 2024Q4: 5,557 shares; 2025Q1: 5,570 shares; 2025Q2: 5,437 shares 5,437$971K<0.01%-133Timeline
CPERUNITED STS COMMODITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,484 shares; 2024Q4: 22,421 shares; 2025Q1: 24,649 shares; 2025Q2: 30,684 shares 30,684$971K<0.01%+6,035Timeline
FNCLFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,931 shares; 2024Q4: 3,509 shares; 2025Q1: 50,752 shares; 2025Q2: 13,111 shares 13,111$971K<0.01%-37,641Timeline
BSCYINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,528 shares; 2025Q1: 48,634 shares; 2025Q2: 46,784 shares 46,784$971K<0.01%-1,850Timeline
NTRANATERA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,593 shares; 2024Q4: 4,711 shares; 2025Q1: 5,312 shares; 2025Q2: 5,728 shares 5,728$968K<0.01%+416Timeline
GAPRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,189 shares; 2024Q4: 12,729 shares; 2025Q1: 6,623 shares; 2025Q2: 25,270 shares 25,270$968K<0.01%+18,647Timeline
GJULFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,201 shares; 2024Q4: 42,691 shares; 2025Q1: 25,018 shares; 2025Q2: 25,018 shares 25,018$968K<0.01%0Timeline
DWAWADVISORSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,084 shares; 2024Q4: 74,967 shares; 2025Q1: 61,633 shares; 2025Q2: 23,228 shares 23,228$966K<0.01%-38,405Timeline
BUFYFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,608 shares; 2025Q2: 45,747 shares 45,747$965K<0.01%+34,139Timeline
CZAINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,261 shares; 2024Q4: 8,925 shares; 2025Q1: 9,071 shares; 2025Q2: 9,046 shares 9,046$965K<0.01%-25Timeline
MLIMUELLER INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,123 shares; 2024Q4: 11,409 shares; 2025Q1: 13,218 shares; 2025Q2: 12,119 shares 12,119$963K<0.01%-1,099Timeline
FLTBFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,903 shares; 2024Q4: 21,098 shares; 2025Q1: 23,057 shares; 2025Q2: 18,949 shares 18,949$955K<0.01%-4,108Timeline
BIZDVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,712 shares; 2024Q4: 79,090 shares; 2025Q1: 67,321 shares; 2025Q2: 58,645 shares 58,645$955K<0.01%-8,676Timeline
FEXFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,166 shares; 2024Q4: 9,835 shares; 2025Q1: 9,227 shares; 2025Q2: 8,689 shares 8,689$955K<0.01%-538Timeline
CHTRCHARTER COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,925 shares; 2024Q4: 2,466 shares; 2025Q1: 3,172 shares; 2025Q2: 2,333 shares 2,333$954K<0.01%-839Timeline
IVZINVESCO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,868 shares; 2024Q4: 27,731 shares; 2025Q1: 29,951 shares; 2025Q2: 60,491 shares 60,491$954K<0.01%+30,540Timeline
ONON SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,191 shares; 2024Q4: 24,105 shares; 2025Q1: 20,716 shares; 2025Q2: 18,200 shares 18,200$954K<0.01%-2,516Timeline
BLDTOPBUILD CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,103 shares; 2024Q4: 3,458 shares; 2025Q1: 2,720 shares; 2025Q2: 2,940 shares 2,940$952K<0.01%+220Timeline
EQWLINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,591 shares; 2024Q4: 4,633 shares; 2025Q1: 8,945 shares; 2025Q2: 8,660 shares 8,660$952K<0.01%-285Timeline
EXREXTRA SPACE STORAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,994 shares; 2024Q4: 6,151 shares; 2025Q1: 7,056 shares; 2025Q2: 6,442 shares 6,442$950K<0.01%-614Timeline
CUBECUBESMARTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,618 shares; 2024Q4: 25,248 shares; 2025Q1: 25,806 shares; 2025Q2: 22,338 shares 22,338$949K<0.01%-3,468Timeline
PRIPRIMERICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 882 shares; 2024Q4: 875 shares; 2025Q1: 1,017 shares; 2025Q2: 3,467 shares 3,467$949K<0.01%+2,450Timeline
RFVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,557 shares; 2024Q4: 12,323 shares; 2025Q1: 13,069 shares; 2025Q2: 7,773 shares 7,773$940K<0.01%-5,296Timeline
RGLDROYAL GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,173 shares; 2024Q4: 5,051 shares; 2025Q1: 5,382 shares; 2025Q2: 5,277 shares 5,277$938K<0.01%-105Timeline
LEUCENTRUS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,123 shares 5,123$938K<0.01%newTimeline
APLEAPPLE HOSPITALITY REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,039 shares; 2024Q4: 76,069 shares; 2025Q1: 79,187 shares; 2025Q2: 80,287 shares 80,287$937K<0.01%+1,100Timeline
PHGKONINKLIJKE PHILIPS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,918 shares; 2024Q4: 37,620 shares; 2025Q1: 39,402 shares; 2025Q2: 38,992 shares 38,992$935K<0.01%-410Timeline
ADXADAMS DIVERSIFIED EQUITY FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,581 shares; 2024Q4: 41,934 shares; 2025Q1: 42,177 shares; 2025Q2: 43,058 shares 43,058$935K<0.01%+881Timeline
PNWPINNACLE WEST CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,434 shares; 2024Q4: 8,941 shares; 2025Q1: 12,754 shares; 2025Q2: 10,451 shares 10,451$935K<0.01%-2,303Timeline
UOCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,979 shares; 2025Q1: 30,979 shares; 2025Q2: 25,407 shares 25,407$935K<0.01%-5,572Timeline
RDVIFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,939 shares; 2024Q4: 66,069 shares; 2025Q1: 49,272 shares; 2025Q2: 37,782 shares 37,782$934K<0.01%-11,490Timeline
GDXJVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,549 shares; 2024Q4: 8,507 shares; 2025Q1: 8,420 shares; 2025Q2: 13,812 shares 13,812$934K<0.01%+5,392Timeline
DMARFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,046 shares; 2024Q4: 16,556 shares; 2025Q1: 6,462 shares; 2025Q2: 23,566 shares 23,566$933K<0.01%+17,104Timeline
UDECINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,823 shares; 2024Q4: 30,066 shares; 2025Q1: 26,111 shares; 2025Q2: 25,598 shares 25,598$933K<0.01%-513Timeline
CWISPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,231 shares; 2024Q4: 28,295 shares; 2025Q1: 27,724 shares; 2025Q2: 28,516 shares 28,516$931K<0.01%+792Timeline
FTQIFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,080 shares; 2024Q4: 42,014 shares; 2025Q1: 47,797 shares; 2025Q2: 47,608 shares 47,608$931K<0.01%-189Timeline
UIUBIQUITI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,476 shares; 2024Q4: 1,900 shares; 2025Q1: 2,073 shares; 2025Q2: 2,260 shares 2,260$930K<0.01%+187Timeline
CGUICAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,820 shares 36,820$929K<0.01%newTimeline
CHWYCHEWY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,981 shares; 2024Q4: 19,675 shares; 2025Q1: 22,440 shares; 2025Q2: 21,777 shares 21,777$928K<0.01%-663Timeline
SPXNPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,929 shares; 2025Q2: 13,994 shares 13,994$927K<0.01%+65Timeline
RGLORUSSELL INVTS EXCHANGE TRADEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,916 shares 34,916$926K<0.01%newTimeline
FLLAFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,283 shares; 2024Q4: 41,277 shares; 2025Q1: 40,045 shares; 2025Q2: 42,423 shares 42,423$921K<0.01%+2,378Timeline
PCYINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,610 shares; 2024Q4: 55,378 shares; 2025Q1: 44,497 shares; 2025Q2: 44,776 shares 44,776$915K<0.01%+279Timeline
EWYISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,384 shares; 2024Q4: 14,594 shares; 2025Q1: 15,072 shares; 2025Q2: 12,671 shares 12,671$910K<0.01%-2,401Timeline
RVNUDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,399 shares; 2024Q4: 29,111 shares; 2025Q1: 36,478 shares; 2025Q2: 37,795 shares 37,795$907K<0.01%+1,317Timeline
PCGPG&E CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,110 shares; 2024Q4: 89,459 shares; 2025Q1: 66,939 shares; 2025Q2: 65,029 shares 65,029$906K<0.01%-1,910Timeline
HUMHUMANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,737 shares; 2024Q4: 4,237 shares; 2025Q1: 5,867 shares; 2025Q2: 3,699 shares 3,699$904K<0.01%-2,168Timeline
CRBGCOREBRIDGE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,170 shares; 2024Q4: 18,621 shares; 2025Q1: 25,296 shares; 2025Q2: 25,379 shares 25,379$901K<0.01%+83Timeline
ANAUTONATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,570 shares; 2024Q4: 3,938 shares; 2025Q1: 4,077 shares; 2025Q2: 4,533 shares 4,533$900K<0.01%+456Timeline
CRSCARPENTER TECHNOLOGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,207 shares; 2025Q1: 2,644 shares; 2025Q2: 3,232 shares 3,232$893K<0.01%+588Timeline
YMAXTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,504 shares; 2025Q1: 60,534 shares; 2025Q2: 64,857 shares 64,857$892K<0.01%+4,323Timeline
EGPEASTGROUP PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,874 shares; 2024Q4: 4,247 shares; 2025Q1: 4,948 shares; 2025Q2: 5,331 shares 5,331$891K<0.01%+383Timeline
TCOMTRIP COM GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,126 shares; 2024Q4: 20,345 shares; 2025Q1: 18,348 shares; 2025Q2: 15,177 shares 15,177$890K<0.01%-3,171Timeline
SMIGETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,799 shares 30,799$889K<0.01%newTimeline
IHGINTERCONTINENTAL HOTELS GROUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,792 shares; 2024Q4: 8,232 shares; 2025Q1: 8,612 shares; 2025Q2: 7,697 shares 7,697$888K<0.01%-915Timeline
COKECOCA COLA CONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 484 shares; 2024Q4: 514 shares; 2025Q1: 679 shares; 2025Q2: 7,957 shares 7,957$888K<0.01%+7,278Timeline
FXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,948 shares; 2024Q4: 15,722 shares; 2025Q1: 15,805 shares; 2025Q2: 24,084 shares 24,084$885K<0.01%+8,279Timeline
AVYAVERY DENNISON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,752 shares; 2024Q4: 9,577 shares; 2025Q1: 5,747 shares; 2025Q2: 5,045 shares 5,045$885K<0.01%-702Timeline
PRIMPRIMORIS SVCS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,338 shares; 2024Q4: 10,997 shares; 2025Q1: 13,281 shares; 2025Q2: 11,357 shares 11,357$885K<0.01%-1,924Timeline
BBYBEST BUY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,769 shares; 2024Q4: 15,169 shares; 2025Q1: 16,455 shares; 2025Q2: 13,155 shares 13,155$883K<0.01%-3,300Timeline
KBAKRANESHARES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,006 shares; 2025Q1: 22,928 shares; 2025Q2: 36,307 shares 36,307$882K<0.01%+13,379Timeline
FCOMFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,809 shares; 2024Q4: 10,969 shares; 2025Q1: 11,787 shares; 2025Q2: 13,592 shares 13,592$881K<0.01%+1,805Timeline
SAICSCIENCE APPLICATIONS INTL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,545 shares; 2024Q4: 5,313 shares; 2025Q1: 6,438 shares; 2025Q2: 7,813 shares 7,813$880K<0.01%+1,375Timeline
TAPRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,933 shares 34,933$878K<0.01%newTimeline
CINFCINCINNATI FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,224 shares; 2024Q4: 5,267 shares; 2025Q1: 6,229 shares; 2025Q2: 5,886 shares 5,886$877K<0.01%-343Timeline
QLVFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,180 shares; 2024Q4: 16,646 shares; 2025Q1: 13,409 shares; 2025Q2: 12,882 shares 12,882$877K<0.01%-527Timeline
BUFPPGIM ROCK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,614 shares; 2025Q2: 31,130 shares 31,130$873K<0.01%+2,516Timeline
PGFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,144 shares; 2024Q4: 69,598 shares; 2025Q1: 76,035 shares; 2025Q2: 61,724 shares 61,724$871K<0.01%-14,311Timeline
AHRAMERICAN HEALTHCARE REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,937 shares; 2024Q4: 21,452 shares; 2025Q1: 22,007 shares; 2025Q2: 23,684 shares 23,684$870K<0.01%+1,677Timeline
FNDFLOOR & DECOR HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,804 shares; 2024Q4: 9,843 shares; 2025Q1: 9,714 shares; 2025Q2: 11,402 shares 11,402$866K<0.01%+1,688Timeline
INSPINSPIRE MED SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,874 shares; 2024Q4: 7,941 shares; 2025Q1: 7,948 shares; 2025Q2: 6,665 shares 6,665$865K<0.01%-1,283Timeline
JHGJANUS HENDERSON GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,714 shares; 2024Q4: 14,961 shares; 2025Q1: 24,776 shares; 2025Q2: 22,225 shares 22,225$863K<0.01%-2,551Timeline
PBHPRESTIGE CONSMR HEALTHCARE IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,328 shares; 2024Q4: 6,138 shares; 2025Q1: 7,659 shares; 2025Q2: 10,806 shares 10,806$863K<0.01%+3,147Timeline
NULGNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,473 shares; 2024Q4: 10,665 shares; 2025Q1: 10,259 shares; 2025Q2: 9,166 shares 9,166$861K<0.01%-1,093Timeline
PEXLPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,616 shares; 2024Q4: 21,330 shares; 2025Q1: 19,098 shares; 2025Q2: 16,579 shares 16,579$861K<0.01%-2,519Timeline
CHAMPIONX CORPORATIONCHAMPIONX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,145 shares; 2024Q4: 79,827 shares; 2025Q1: 34,029 shares; 2025Q2: 34,553 shares 34,553$858K<0.01%+524
PEVERPURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,609 shares; 2024Q4: 17,542 shares; 2025Q1: 17,494 shares; 2025Q2: 14,857 shares 14,857$855K<0.01%-2,637Timeline
IXJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,759 shares; 2024Q4: 10,108 shares; 2025Q1: 9,555 shares; 2025Q2: 9,899 shares 9,899$852K<0.01%+344Timeline
CCEPCOCA-COLA EUROPACIFIC PARTNEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,390 shares; 2024Q4: 9,610 shares; 2025Q1: 12,812 shares; 2025Q2: 9,180 shares 9,180$851K<0.01%-3,632Timeline
CSWCSW INDUSTRIALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,612 shares; 2024Q4: 2,563 shares; 2025Q1: 2,959 shares; 2025Q2: 2,963 shares 2,963$850K<0.01%+4Timeline
FULFULLER H B COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,440 shares; 2024Q4: 13,396 shares; 2025Q1: 13,074 shares; 2025Q2: 14,100 shares 14,100$848K<0.01%+1,026Timeline
FXDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,479 shares; 2024Q4: 13,629 shares; 2025Q1: 23,206 shares; 2025Q2: 13,328 shares 13,328$846K<0.01%-9,878Timeline
KGCKINROSS GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,464 shares; 2024Q4: 63,193 shares; 2025Q1: 18,665 shares; 2025Q2: 54,007 shares 54,007$844K<0.01%+35,342Timeline
HLNEHAMILTON LANE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,680 shares; 2024Q4: 2,633 shares; 2025Q1: 3,481 shares; 2025Q2: 5,918 shares 5,918$841K<0.01%+2,437Timeline
IBNDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,790 shares 25,790$841K<0.01%newTimeline
HRBBLOCK H & R INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,555 shares; 2024Q4: 16,863 shares; 2025Q1: 21,144 shares; 2025Q2: 15,312 shares 15,312$840K<0.01%-5,832Timeline
AFEMFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,232 shares; 2025Q1: 11,652 shares; 2025Q2: 11,766 shares 11,766$840K<0.01%+114Timeline
OMFSINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,122 shares; 2024Q4: 19,673 shares; 2025Q1: 20,993 shares; 2025Q2: 20,956 shares 20,956$840K<0.01%-37Timeline
OPFIOPPFI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,693 shares; 2025Q2: 59,974 shares 59,974$839K<0.01%+2,281Timeline
FIVEFIVE BELOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,890 shares; 2024Q4: 5,972 shares; 2025Q1: 6,127 shares; 2025Q2: 6,389 shares 6,389$838K<0.01%+262Timeline
ITGARTNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,397 shares; 2024Q4: 3,274 shares; 2025Q1: 3,064 shares; 2025Q2: 2,057 shares 2,057$831K<0.01%-1,007Timeline
HEGDLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,254 shares; 2025Q2: 35,333 shares 35,333$830K<0.01%+7,079Timeline
REETISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,763 shares; 2024Q4: 32,814 shares; 2025Q1: 33,112 shares; 2025Q2: 33,543 shares 33,543$829K<0.01%+431Timeline
SLVPISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,477 shares 46,477$828K<0.01%newTimeline
HHYATT HOTELS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,249 shares; 2024Q4: 5,451 shares; 2025Q1: 5,466 shares; 2025Q2: 5,911 shares 5,911$826K<0.01%+445Timeline
GRWTCW ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,580 shares 23,580$826K<0.01%newTimeline
IOTSAMSARA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,743 shares 20,743$825K<0.01%newTimeline
NTRSNORTHERN TR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,505 shares; 2024Q4: 3,689 shares; 2025Q1: 4,985 shares; 2025Q2: 6,497 shares 6,497$824K<0.01%+1,512Timeline
BMARINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,534 shares; 2024Q4: 7,654 shares; 2025Q1: 17,229 shares; 2025Q2: 16,782 shares 16,782$823K<0.01%-447Timeline
FVRRFIVERR INTL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,871 shares; 2025Q1: not reported; 2025Q2: 27,995 shares 27,995$821K<0.01%newTimeline
GNMAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,698 shares; 2024Q4: 17,070 shares; 2025Q1: 19,812 shares; 2025Q2: 18,684 shares 18,684$821K<0.01%-1,128Timeline
NULVNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,199 shares; 2024Q4: 20,859 shares; 2025Q1: 19,408 shares; 2025Q2: 19,547 shares 19,547$819K<0.01%+139Timeline
TNLTRAVEL PLUS LEISURE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,110 shares; 2025Q1: 15,112 shares; 2025Q2: 15,850 shares 15,850$818K<0.01%+738Timeline
DAUGFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,741 shares; 2024Q4: 21,148 shares; 2025Q1: 21,649 shares; 2025Q2: 19,631 shares 19,631$818K<0.01%-2,018Timeline
SWXSOUTHWEST GAS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,583 shares; 2025Q2: 10,980 shares 10,980$817K<0.01%+397Timeline
HMCHONDA MOTOR CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,364 shares; 2024Q4: 57,822 shares; 2025Q1: 27,769 shares; 2025Q2: 28,276 shares 28,276$815K<0.01%+507Timeline
XMPTVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,075 shares; 2024Q4: 35,786 shares; 2025Q1: 36,197 shares; 2025Q2: 38,789 shares 38,789$814K<0.01%+2,592Timeline
ERICTELEFONAKTIEBOLAGET LM ERICSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,837 shares; 2024Q4: 77,132 shares; 2025Q1: 96,285 shares; 2025Q2: 95,858 shares 95,858$813K<0.01%-427Timeline
SMINISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,306 shares; 2024Q4: 20,370 shares; 2025Q1: 20,591 shares; 2025Q2: 10,535 shares 10,535$813K<0.01%-10,056Timeline
CHECHEMED CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,457 shares; 2024Q4: 1,553 shares; 2025Q1: 1,707 shares; 2025Q2: 1,668 shares 1,668$812K<0.01%-39Timeline
CRWVCOREWEAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,959 shares 4,959$809K<0.01%newTimeline
LUVSOUTHWEST AIRLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,540 shares; 2024Q4: 20,163 shares; 2025Q1: 19,637 shares; 2025Q2: 24,860 shares 24,860$806K<0.01%+5,223Timeline
CLHCLEAN HARBORS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,720 shares; 2024Q4: 3,967 shares; 2025Q1: 3,905 shares; 2025Q2: 3,472 shares 3,472$803K<0.01%-433Timeline
HSICSCHEIN HENRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 10,499 shares; 2025Q1: 9,888 shares; 2025Q2: 10,996 shares 10,996$803K<0.01%+1,108Timeline
DBCINVESCO DB COMMDY INDX TRCKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,297 shares; 2024Q4: 139,552 shares; 2025Q1: 40,147 shares; 2025Q2: 36,709 shares 36,709$801K<0.01%-3,438Timeline
FTSFORTIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,044 shares; 2025Q1: 12,962 shares; 2025Q2: 16,758 shares 16,758$800K<0.01%+3,796Timeline
GMABGENMAB A/SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,261 shares; 2024Q4: 44,111 shares; 2025Q1: 46,726 shares; 2025Q2: 38,576 shares 38,576$797K<0.01%-8,150Timeline
UTHRUNITED THERAPEUTICS CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 684 shares; 2024Q4: 3,054 shares; 2025Q1: 2,307 shares; 2025Q2: 2,773 shares 2,773$797K<0.01%+466Timeline
IONQIONQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,207 shares; 2025Q1: 18,067 shares; 2025Q2: 18,511 shares 18,511$795K<0.01%+444Timeline
NVTSNAVITAS SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 121,308 shares 121,308$795K<0.01%newTimeline
CRPTFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,432 shares; 2025Q2: 34,258 shares 34,258$795K<0.01%+17,826Timeline
ZZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,826 shares; 2024Q4: 7,290 shares; 2025Q1: 5,564 shares; 2025Q2: 11,328 shares 11,328$794K<0.01%+5,764Timeline
SITESITEONE LANDSCAPE SUPPLY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,676 shares; 2024Q4: 6,382 shares; 2025Q1: 6,956 shares; 2025Q2: 6,567 shares 6,567$794K<0.01%-389Timeline
JIVEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,448 shares 11,448$793K<0.01%newTimeline
QMARFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,141 shares; 2024Q4: 26,538 shares; 2025Q1: 27,038 shares; 2025Q2: 25,596 shares 25,596$793K<0.01%-1,442Timeline
GVIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,597 shares; 2024Q4: 8,703 shares; 2025Q1: 8,312 shares; 2025Q2: 7,405 shares 7,405$791K<0.01%-907Timeline
IVOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,840 shares; 2024Q4: 7,906 shares; 2025Q1: 8,060 shares; 2025Q2: 8,288 shares 8,288$791K<0.01%+228Timeline
BNBROOKFIELD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,372 shares; 2024Q4: 13,513 shares; 2025Q1: 13,133 shares; 2025Q2: 12,778 shares 12,778$790K<0.01%-355Timeline
FNXFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,762 shares; 2024Q4: 9,187 shares; 2025Q1: 9,200 shares; 2025Q2: 6,875 shares 6,875$790K<0.01%-2,325Timeline
EPREPR PPTYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,348 shares; 2024Q4: 7,610 shares; 2025Q1: 10,790 shares; 2025Q2: 13,493 shares 13,493$786K<0.01%+2,703Timeline
EMOCLEARBRIDGE ENERGY MIDSTREAMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,722 shares; 2024Q4: 15,324 shares; 2025Q1: 16,447 shares; 2025Q2: 16,328 shares 16,328$783K<0.01%-119Timeline
FVALFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,074 shares; 2024Q4: 5,668 shares; 2025Q1: 8,145 shares; 2025Q2: 12,236 shares 12,236$781K<0.01%+4,091Timeline
KEYKEYCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,403 shares; 2024Q4: 143,566 shares; 2025Q1: 46,318 shares; 2025Q2: 44,762 shares 44,762$780K<0.01%-1,556Timeline
VISNVISTANCE NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 94,223 shares 94,223$780K<0.01%newTimeline
GERNGERON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 551,168 shares; 2024Q4: 551,168 shares; 2025Q1: 551,115 shares; 2025Q2: 551,915 shares 551,915$778K<0.01%+800Timeline
BALLBALL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,190 shares; 2024Q4: 21,732 shares; 2025Q1: 20,295 shares; 2025Q2: 13,850 shares 13,850$777K<0.01%-6,445Timeline
EISISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,773 shares; 2025Q1: 6,115 shares; 2025Q2: 8,170 shares 8,170$775K<0.01%+2,055Timeline
ZWSZURN ELKAY WATER SOLNS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,077 shares; 2024Q4: 19,123 shares; 2025Q1: 21,827 shares; 2025Q2: 21,126 shares 21,126$773K<0.01%-701Timeline
NJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,051 shares; 2024Q4: 14,187 shares; 2025Q1: 12,579 shares; 2025Q2: 11,344 shares 11,344$772K<0.01%-1,235Timeline
AVMCAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,159 shares; 2025Q2: 11,645 shares 11,645$771K<0.01%+4,486Timeline
INTERPUBLIC GROUP COSINTERPUBLIC GROUP COSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,329 shares; 2024Q4: 31,208 shares; 2025Q1: 32,434 shares; 2025Q2: 31,515 shares 31,515$771K<0.01%-919
OCOWENS CORNING NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,716 shares; 2024Q4: 11,960 shares; 2025Q1: 10,018 shares; 2025Q2: 5,589 shares 5,589$769K<0.01%-4,429Timeline
USFDUS FOODS HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,253 shares; 2024Q4: 8,809 shares; 2025Q1: 10,301 shares; 2025Q2: 9,974 shares 9,974$768K<0.01%-327Timeline
FTCBFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,600 shares; 2025Q1: 33,294 shares; 2025Q2: 36,448 shares 36,448$768K<0.01%+3,154Timeline
QQQHNEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,445 shares; 2025Q2: 14,655 shares 14,655$768K<0.01%+210Timeline
NOKNOKIA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,767 shares; 2024Q4: 125,729 shares; 2025Q1: 135,890 shares; 2025Q2: 147,527 shares 147,527$764K<0.01%+11,637Timeline
CAVACAVA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,326 shares; 2024Q4: 7,845 shares; 2025Q1: 7,578 shares; 2025Q2: 9,043 shares 9,043$762K<0.01%+1,465Timeline
UGIUGI CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,528 shares; 2024Q4: 18,888 shares; 2025Q1: 18,041 shares; 2025Q2: 20,930 shares 20,930$762K<0.01%+2,889Timeline
KKELLANOVAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,919 shares; 2024Q4: 12,437 shares; 2025Q1: 9,737 shares; 2025Q2: 9,575 shares 9,575$762K<0.01%-162Timeline
GSIEGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,806 shares; 2024Q4: 12,702 shares; 2025Q1: 15,944 shares; 2025Q2: 19,158 shares 19,158$760K<0.01%+3,214Timeline
PTCPTC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,181 shares; 2024Q4: 3,394 shares; 2025Q1: 2,437 shares; 2025Q2: 4,391 shares 4,391$757K<0.01%+1,954Timeline
LRGFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,227 shares; 2024Q4: 103,947 shares; 2025Q1: 15,551 shares; 2025Q2: 11,758 shares 11,758$754K<0.01%-3,793Timeline
BJUNINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,800 shares; 2024Q4: 12,610 shares; 2025Q1: 11,644 shares; 2025Q2: 17,232 shares 17,232$754K<0.01%+5,588Timeline
TIGOMILLICOM INTL CELLULAR S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,815 shares; 2024Q4: 14,981 shares; 2025Q1: 16,764 shares; 2025Q2: 20,067 shares 20,067$752K<0.01%+3,303Timeline
SUNSUNOCO LP/SUNOCO FIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,087 shares; 2024Q4: 13,135 shares; 2025Q1: 15,456 shares; 2025Q2: 13,988 shares 13,988$750K<0.01%-1,468Timeline
SNDRSCHNEIDER NATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,987 shares; 2024Q4: 30,464 shares; 2025Q1: 34,279 shares; 2025Q2: 31,064 shares 31,064$750K<0.01%-3,215Timeline
UMAYINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,113 shares; 2024Q4: 8,113 shares; 2025Q1: 6,813 shares; 2025Q2: 21,583 shares 21,583$750K<0.01%+14,770Timeline
PSCPRINCIPAL EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,030 shares 14,030$748K<0.01%newTimeline
SWKSTANLEY BLACK & DECKER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,798 shares; 2024Q4: 15,582 shares; 2025Q1: 12,738 shares; 2025Q2: 11,006 shares 11,006$746K<0.01%-1,732Timeline
LNCLINCOLN NATL CORP INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,711 shares; 2024Q4: 21,506 shares; 2025Q1: 20,761 shares; 2025Q2: 21,558 shares 21,558$746K<0.01%+797Timeline
ARKGARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,801 shares; 2024Q4: 36,223 shares; 2025Q1: 30,776 shares; 2025Q2: 30,631 shares 30,631$746K<0.01%-145Timeline
HYLBDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,652 shares; 2024Q4: 13,352 shares; 2025Q1: 19,912 shares; 2025Q2: 20,186 shares 20,186$745K<0.01%+274Timeline
PTYPIMCO CORPORATE & INCOME OPPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,549 shares; 2024Q4: 45,939 shares; 2025Q1: 50,278 shares; 2025Q2: 53,572 shares 53,572$745K<0.01%+3,294Timeline
FLMIFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 77,822 shares; 2025Q2: 30,625 shares 30,625$743K<0.01%-47,197Timeline
EPCEDGEWELL PERSONAL CARE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,931 shares; 2024Q4: 31,509 shares; 2025Q1: 31,372 shares; 2025Q2: 31,688 shares 31,688$742K<0.01%+316Timeline
ILTBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,325 shares; 2024Q4: 13,338 shares; 2025Q1: 14,100 shares; 2025Q2: 15,012 shares 15,012$742K<0.01%+912Timeline
EWWISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,418 shares; 2024Q4: 9,901 shares; 2025Q1: 9,598 shares; 2025Q2: 12,225 shares 12,225$740K<0.01%+2,627Timeline
HRHEALTHCARE RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,487 shares; 2024Q4: 26,786 shares; 2025Q1: 32,250 shares; 2025Q2: 46,517 shares 46,517$738K<0.01%+14,267Timeline
HYLSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,491 shares; 2024Q4: 16,638 shares; 2025Q1: 20,211 shares; 2025Q2: 17,655 shares 17,655$738K<0.01%-2,556Timeline
STLASTELLANTIS N.VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,629 shares; 2024Q4: 34,434 shares; 2025Q1: 46,719 shares; 2025Q2: 73,329 shares 73,329$735K<0.01%+26,610Timeline
LOGILOGITECH INTL S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,935 shares; 2024Q4: 5,383 shares; 2025Q1: 5,915 shares; 2025Q2: 8,139 shares 8,139$734K<0.01%+2,224Timeline
FPEIFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,341 shares; 2024Q4: 43,755 shares; 2025Q1: 35,960 shares; 2025Q2: 38,636 shares 38,636$734K<0.01%+2,676Timeline
IBDSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,709 shares; 2024Q4: 43,400 shares; 2025Q1: 60,371 shares; 2025Q2: 30,231 shares 30,231$734K<0.01%-30,140Timeline
CHHCHOICE HOTELS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,692 shares; 2024Q4: 6,695 shares; 2025Q1: 6,002 shares; 2025Q2: 5,777 shares 5,777$733K<0.01%-225Timeline
XNTKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,631 shares; 2024Q4: 3,589 shares; 2025Q1: 3,043 shares; 2025Q2: 3,088 shares 3,088$733K<0.01%+45Timeline
USSGDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,501 shares; 2024Q4: 13,060 shares; 2025Q1: 11,192 shares; 2025Q2: 12,863 shares 12,863$732K<0.01%+1,671Timeline
IYZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,592 shares 24,592$732K<0.01%newTimeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: 1 shares 1$729K<0.01%newTimeline
PREFPRINCIPAL EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,426 shares 38,426$729K<0.01%newTimeline
FXZFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,218 shares; 2024Q4: 12,061 shares; 2025Q1: 12,419 shares; 2025Q2: 12,803 shares 12,803$729K<0.01%+384Timeline
IHFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,588 shares; 2024Q4: 14,697 shares; 2025Q1: 15,230 shares; 2025Q2: 14,945 shares 14,945$727K<0.01%-285Timeline
AMXAMERICA MOVIL SAB DE CVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,697 shares; 2024Q4: 35,623 shares; 2025Q1: 38,922 shares; 2025Q2: 40,425 shares 40,425$725K<0.01%+1,503Timeline
DTHWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,526 shares; 2024Q4: 16,425 shares; 2025Q1: 17,249 shares; 2025Q2: 15,612 shares 15,612$723K<0.01%-1,637Timeline
BAUGINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,150 shares; 2024Q4: 20,250 shares; 2025Q1: 17,195 shares; 2025Q2: 15,689 shares 15,689$722K<0.01%-1,506Timeline
WBSWEBSTER FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,804 shares; 2024Q4: 7,278 shares; 2025Q1: 7,454 shares; 2025Q2: 13,213 shares 13,213$721K<0.01%+5,759Timeline
AOKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,205 shares; 2024Q4: 8,487 shares; 2025Q1: 8,232 shares; 2025Q2: 18,401 shares 18,401$719K<0.01%+10,169Timeline
WPMWHEATON PRECIOUS METALS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,285 shares; 2024Q4: 7,981 shares; 2025Q1: 6,425 shares; 2025Q2: 7,992 shares 7,992$718K<0.01%+1,567Timeline
TEVATEVA PHARMACEUTICAL INDS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,529 shares; 2024Q4: 36,089 shares; 2025Q1: 36,477 shares; 2025Q2: 42,854 shares 42,854$718K<0.01%+6,377Timeline
FNYFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,641 shares; 2024Q4: 9,717 shares; 2025Q1: 8,702 shares; 2025Q2: 8,709 shares 8,709$718K<0.01%+7Timeline
HODLVANECK BITCOIN ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,223 shares; 2025Q1: 15,832 shares; 2025Q2: 23,536 shares 23,536$717K<0.01%+7,704Timeline
EXPOEXPONENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,905 shares; 2024Q4: 7,615 shares; 2025Q1: 9,934 shares; 2025Q2: 9,595 shares 9,595$717K<0.01%-339Timeline
SUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,805 shares; 2024Q4: 97,113 shares; 2025Q1: 33,815 shares; 2025Q2: 28,452 shares 28,452$716K<0.01%-5,363Timeline
ALLYALLY FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,870 shares; 2024Q4: 11,781 shares; 2025Q1: 17,838 shares; 2025Q2: 18,375 shares 18,375$716K<0.01%+537Timeline
NWSNEWS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,687 shares; 2024Q4: 12,928 shares; 2025Q1: 17,764 shares; 2025Q2: 20,800 shares 20,800$714K<0.01%+3,036Timeline
WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,034 shares; 2024Q4: 64,759 shares; 2025Q1: 64,509 shares; 2025Q2: 62,136 shares 62,136$713K<0.01%-2,373
BBWBUILD-A-BEAR WORKSHOP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,834 shares; 2024Q4: 12,587 shares; 2025Q1: 13,947 shares; 2025Q2: 13,824 shares 13,824$713K<0.01%-123Timeline
FYLDCAMBRIA ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,589 shares; 2024Q4: 11,601 shares; 2025Q1: 8,683 shares; 2025Q2: 24,368 shares 24,368$713K<0.01%+15,685Timeline
RTHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,557 shares; 2024Q4: 1,229 shares; 2025Q1: 1,783 shares; 2025Q2: 2,970 shares 2,970$709K<0.01%+1,187Timeline
IEXIDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,379 shares; 2024Q4: 3,691 shares; 2025Q1: 3,573 shares; 2025Q2: 4,021 shares 4,021$706K<0.01%+448Timeline
STWDSTARWOOD PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,976 shares; 2024Q4: 28,486 shares; 2025Q1: 32,987 shares; 2025Q2: 35,187 shares 35,187$706K<0.01%+2,200Timeline
TJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,820 shares; 2024Q4: 29,042 shares; 2025Q1: 29,150 shares; 2025Q2: 24,490 shares 24,490$703K<0.01%-4,660Timeline
SYFIAB ACTIVE ETFS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,505 shares; 2025Q1: 17,995 shares; 2025Q2: 19,478 shares 19,478$700K<0.01%+1,483Timeline
FMXFOMENTO ECONOMICO MEXICANO SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,993 shares; 2024Q4: 5,826 shares; 2025Q1: 5,834 shares; 2025Q2: 6,786 shares 6,786$699K<0.01%+952Timeline
CACICACI INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,453 shares; 2024Q4: 1,527 shares; 2025Q1: 728 shares; 2025Q2: 1,464 shares 1,464$698K<0.01%+736Timeline
GNRCGENERAC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,070 shares; 2024Q4: 8,317 shares; 2025Q1: 5,738 shares; 2025Q2: 4,876 shares 4,876$698K<0.01%-862Timeline
JEMAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,247 shares; 2024Q4: 12,811 shares; 2025Q1: 14,499 shares; 2025Q2: 16,213 shares 16,213$698K<0.01%+1,714Timeline
CAGCONAGRA BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,789 shares; 2024Q4: 33,045 shares; 2025Q1: 38,336 shares; 2025Q2: 33,997 shares 33,997$696K<0.01%-4,339Timeline
PCTYPAYLOCITY HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,364 shares; 2024Q4: 3,570 shares; 2025Q1: 3,959 shares; 2025Q2: 3,839 shares 3,839$696K<0.01%-120Timeline
TPLTEXAS PACIFIC LAND CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,527 shares; 2024Q4: 1,285 shares; 2025Q1: 897 shares; 2025Q2: 658 shares 658$696K<0.01%-239Timeline
CMTLCOMTECH TELECOMMUNICATIONS CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,128 shares; 2024Q4: 225,502 shares; 2025Q1: 271,356 shares; 2025Q2: 283,344 shares 283,344$694K<0.01%+11,988Timeline
TAFIAB ACTIVE ETFS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,940 shares; 2024Q4: 45,307 shares; 2025Q1: 40,964 shares; 2025Q2: 27,579 shares 27,579$693K<0.01%-13,385Timeline
XSOEWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,049 shares; 2024Q4: 16,714 shares; 2025Q1: 20,967 shares; 2025Q2: 20,057 shares 20,057$692K<0.01%-910Timeline
CRUSCIRRUS LOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,119 shares; 2024Q4: 4,290 shares; 2025Q1: 6,496 shares; 2025Q2: 6,625 shares 6,625$691K<0.01%+129Timeline
BWXTBWX TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,714 shares; 2024Q4: 5,733 shares; 2025Q1: 4,745 shares; 2025Q2: 4,799 shares 4,799$691K<0.01%+54Timeline
CVSACOVISTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,279 shares; 2024Q4: 4,586 shares; 2025Q1: 4,062 shares; 2025Q2: 5,429 shares 5,429$691K<0.01%+1,367Timeline
SKORFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,965 shares; 2024Q4: 10,844 shares; 2025Q1: 9,877 shares; 2025Q2: 14,172 shares 14,172$691K<0.01%+4,295Timeline
FISRSSGA ACTIVE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,729 shares 26,729$691K<0.01%newTimeline
NINISOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,938 shares; 2024Q4: 15,940 shares; 2025Q1: 17,171 shares; 2025Q2: 17,112 shares 17,112$690K<0.01%-59Timeline
COMDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,355 shares; 2024Q4: 23,182 shares; 2025Q1: 32,793 shares; 2025Q2: 24,942 shares 24,942$690K<0.01%-7,851Timeline
STPZPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,818 shares; 2024Q4: 12,675 shares; 2025Q1: 12,663 shares; 2025Q2: 12,816 shares 12,816$690K<0.01%+153Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,309 shares; 2024Q4: 6,159 shares; 2025Q1: 6,512 shares; 2025Q2: 6,585 shares 6,585$688K<0.01%+73Timeline
EWZISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,318 shares; 2024Q4: 16,372 shares; 2025Q1: 13,923 shares; 2025Q2: 23,759 shares 23,759$685K<0.01%+9,836Timeline
BBDCBARINGS BDC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,076 shares; 2024Q4: 50,694 shares; 2025Q1: 55,331 shares; 2025Q2: 74,970 shares 74,970$685K<0.01%+19,639Timeline
URTHISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,621 shares; 2024Q4: 29,594 shares; 2025Q1: 10,210 shares; 2025Q2: 4,026 shares 4,026$682K<0.01%-6,184Timeline
USEPINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,240 shares; 2024Q4: 19,195 shares; 2025Q1: 18,383 shares; 2025Q2: 18,506 shares 18,506$682K<0.01%+123Timeline
CALMCAL MAINE FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,464 shares; 2024Q4: 4,848 shares; 2025Q1: 4,229 shares; 2025Q2: 6,834 shares 6,834$681K<0.01%+2,605Timeline
CORTCORCEPT THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,855 shares; 2024Q4: 5,085 shares; 2025Q1: 6,761 shares; 2025Q2: 9,280 shares 9,280$681K<0.01%+2,519Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,228 shares; 2024Q4: 31,773 shares; 2025Q1: 32,670 shares; 2025Q2: 32,118 shares 32,118$680K<0.01%-552Timeline
VFMOVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,634 shares; 2024Q4: 4,215 shares; 2025Q1: 3,876 shares; 2025Q2: 3,933 shares 3,933$678K<0.01%+57Timeline
GWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,367 shares; 2024Q4: 9,445 shares; 2025Q1: 9,938 shares; 2025Q2: 18,248 shares 18,248$678K<0.01%+8,310Timeline
VKTXVIKING THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,352 shares; 2024Q4: 29,673 shares; 2025Q1: 28,849 shares; 2025Q2: 25,597 shares 25,597$678K<0.01%-3,252Timeline
FWDAB ACTIVE ETFS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,799 shares; 2024Q4: 8,045 shares; 2025Q1: 7,856 shares; 2025Q2: 7,527 shares 7,527$675K<0.01%-329Timeline
FPXIFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,875 shares; 2024Q4: 12,066 shares; 2025Q1: 12,560 shares; 2025Q2: 11,928 shares 11,928$674K<0.01%-632Timeline
EGEVEREST GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,143 shares; 2024Q4: 1,758 shares; 2025Q1: 2,373 shares; 2025Q2: 1,971 shares 1,971$670K<0.01%-402Timeline
SCCOSOUTHERN COPPER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,166 shares; 2024Q4: 5,540 shares; 2025Q1: 6,547 shares; 2025Q2: 6,624 shares 6,624$670K<0.01%+77Timeline
GOVIINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,392 shares; 2024Q4: 21,871 shares; 2025Q1: 21,279 shares; 2025Q2: 24,387 shares 24,387$670K<0.01%+3,108Timeline
ACWVISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,494 shares; 2024Q4: 6,361 shares; 2025Q1: 5,271 shares; 2025Q2: 5,639 shares 5,639$669K<0.01%+368Timeline
RIVNRIVIAN AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,645 shares; 2024Q4: 19,008 shares; 2025Q1: 29,004 shares; 2025Q2: 48,479 shares 48,479$666K<0.01%+19,475Timeline
VTESVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,115 shares; 2024Q4: 3,533 shares; 2025Q1: 7,012 shares; 2025Q2: 6,602 shares 6,602$666K<0.01%-410Timeline
ABRARBOR REALTY TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,001 shares; 2024Q4: 54,486 shares; 2025Q1: 60,366 shares; 2025Q2: 62,115 shares 62,115$665K<0.01%+1,749Timeline
ROBOEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,829 shares; 2024Q4: 13,980 shares; 2025Q1: 13,601 shares; 2025Q2: 11,127 shares 11,127$665K<0.01%-2,474Timeline
CECELANESE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,337 shares; 2024Q4: 8,110 shares; 2025Q1: 10,675 shares; 2025Q2: 12,005 shares 12,005$664K<0.01%+1,330Timeline
DFINDONNELLEY FINL SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,241 shares; 2025Q1: 9,532 shares; 2025Q2: 10,758 shares 10,758$663K<0.01%+1,226Timeline
RRCRANGE RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,207 shares; 2025Q2: 16,279 shares 16,279$662K<0.01%+11,072Timeline
PSCWPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,900 shares 24,900$661K<0.01%newTimeline
FAFFIRST AMERN FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,806 shares; 2024Q4: 7,726 shares; 2025Q1: 8,565 shares; 2025Q2: 10,738 shares 10,738$659K<0.01%+2,173Timeline
PBRPETROLEO BRASILEIRO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,169 shares; 2024Q4: 55,057 shares; 2025Q1: 69,112 shares; 2025Q2: 52,422 shares 52,422$656K<0.01%-16,690Timeline
FMSFRESENIUS MEDICAL CARE AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,019 shares; 2024Q4: 16,814 shares; 2025Q1: 18,052 shares; 2025Q2: 22,911 shares 22,911$655K<0.01%+4,859Timeline
PARAMOUNT GLOBALPARAMOUNT GLOBALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,944 shares; 2024Q4: 45,400 shares; 2025Q1: 43,246 shares; 2025Q2: 50,645 shares 50,645$653K<0.01%+7,399
DORMDORMAN PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,462 shares; 2024Q4: 3,685 shares; 2025Q1: 5,027 shares; 2025Q2: 5,326 shares 5,326$653K<0.01%+299Timeline
MOG-AMOOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,606 shares; 2024Q4: 3,547 shares; 2025Q1: 3,662 shares; 2025Q2: 3,600 shares 3,600$651K<0.01%-62Timeline
PIIMPINJ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,817 shares; 2025Q1: 4,890 shares; 2025Q2: 5,859 shares 5,859$651K<0.01%+969Timeline
BOOTBOOT BARN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,470 shares; 2024Q4: 3,408 shares; 2025Q1: 4,169 shares; 2025Q2: 4,262 shares 4,262$648K<0.01%+93Timeline
MQYBLACKROCK MUNIYILD QULT FD IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,451 shares; 2024Q4: 53,697 shares; 2025Q1: 57,672 shares; 2025Q2: 58,226 shares 58,226$647K<0.01%+554Timeline
NMRNOMURA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,087 shares; 2024Q4: 67,683 shares; 2025Q1: 94,595 shares; 2025Q2: 98,251 shares 98,251$646K<0.01%+3,656Timeline
MOHMOLINA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,133 shares; 2024Q4: 1,318 shares; 2025Q1: 1,619 shares; 2025Q2: 2,169 shares 2,169$646K<0.01%+550Timeline
PZTINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,438 shares; 2024Q4: 30,555 shares; 2025Q1: 30,452 shares; 2025Q2: 29,872 shares 29,872$646K<0.01%-580Timeline
GGGGRACO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,476 shares; 2024Q4: 7,864 shares; 2025Q1: 7,081 shares; 2025Q2: 7,497 shares 7,497$645K<0.01%+416Timeline
MCHIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,800 shares; 2024Q4: 10,631 shares; 2025Q1: 9,642 shares; 2025Q2: 11,681 shares 11,681$644K<0.01%+2,039Timeline
JULTAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,411 shares; 2024Q4: 15,565 shares; 2025Q1: 15,443 shares; 2025Q2: 15,395 shares 15,395$643K<0.01%-48Timeline
STNESTONECO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,209 shares; 2025Q1: not reported; 2025Q2: 39,951 shares 39,951$641K<0.01%newTimeline
UTGREAVES UTIL INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,978 shares; 2024Q4: 16,006 shares; 2025Q1: 21,148 shares; 2025Q2: 17,658 shares 17,658$639K<0.01%-3,490Timeline
IBDTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,906 shares; 2024Q4: 17,794 shares; 2025Q1: 21,273 shares; 2025Q2: 25,126 shares 25,126$639K<0.01%+3,853Timeline
IXGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,568 shares; 2024Q4: 6,659 shares; 2025Q1: 5,817 shares; 2025Q2: 5,762 shares 5,762$639K<0.01%-55Timeline
FEMFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,100 shares; 2024Q4: 37,454 shares; 2025Q1: 38,994 shares; 2025Q2: 25,992 shares 25,992$638K<0.01%-13,002Timeline
FIGSFIGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,763 shares; 2024Q4: 118,013 shares; 2025Q1: 112,371 shares; 2025Q2: 113,140 shares 113,140$638K<0.01%+769Timeline
LNTHLANTHEUS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,338 shares; 2024Q4: 5,098 shares; 2025Q1: 6,309 shares; 2025Q2: 7,778 shares 7,778$637K<0.01%+1,469Timeline
ROKUROKU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,592 shares; 2024Q4: 10,320 shares; 2025Q1: 7,368 shares; 2025Q2: 7,234 shares 7,234$636K<0.01%-134Timeline
CMSCMS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,479 shares; 2024Q4: 9,523 shares; 2025Q1: 9,645 shares; 2025Q2: 9,162 shares 9,162$635K<0.01%-483Timeline
BUXXEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,230 shares; 2024Q4: 23,611 shares; 2025Q1: 25,034 shares; 2025Q2: 31,248 shares 31,248$635K<0.01%+6,214Timeline
ARKBARK 21SHARES BITCOIN ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,047 shares; 2025Q2: 17,701 shares 17,701$634K<0.01%+12,654Timeline
NUSCNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,100 shares; 2024Q4: 9,747 shares; 2025Q1: 16,160 shares; 2025Q2: 15,502 shares 15,502$632K<0.01%-658Timeline
IWCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,540 shares; 2025Q1: 2,632 shares; 2025Q2: 4,944 shares 4,944$631K<0.01%+2,312Timeline
BCIABRDN ETFSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,801 shares; 2025Q1: 22,379 shares; 2025Q2: 30,236 shares 30,236$628K<0.01%+7,857Timeline
GNRSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,277 shares; 2024Q4: 10,571 shares; 2025Q1: 11,821 shares; 2025Q2: 11,557 shares 11,557$627K<0.01%-264Timeline
TWTRADEWEB MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,414 shares; 2024Q4: 3,434 shares; 2025Q1: 4,255 shares; 2025Q2: 4,275 shares 4,275$626K<0.01%+20Timeline
IDAIDACORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,332 shares; 2024Q4: 3,782 shares; 2025Q1: 5,067 shares; 2025Q2: 5,427 shares 5,427$626K<0.01%+360Timeline
APRHINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,295 shares 25,295$626K<0.01%newTimeline
MURMURPHY OIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,282 shares; 2024Q4: 22,894 shares; 2025Q1: 25,382 shares; 2025Q2: 27,775 shares 27,775$625K<0.01%+2,393Timeline
SPXCSPX TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,054 shares; 2024Q4: 2,883 shares; 2025Q1: 2,892 shares; 2025Q2: 3,730 shares 3,730$625K<0.01%+838Timeline
GSBDGOLDMAN SACHS BDC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,557 shares; 2024Q4: 54,784 shares; 2025Q1: 53,955 shares; 2025Q2: 55,554 shares 55,554$625K<0.01%+1,599Timeline
UMARINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,778 shares; 2024Q4: not reported; 2025Q1: 7,214 shares; 2025Q2: 16,569 shares 16,569$623K<0.01%+9,355Timeline
ASXASE TECHNOLOGY HLDG CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,006 shares; 2024Q4: 65,077 shares; 2025Q1: 61,163 shares; 2025Q2: 60,236 shares 60,236$622K<0.01%-927Timeline
SLGNSILGAN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,482 shares; 2024Q4: 7,425 shares; 2025Q1: 7,831 shares; 2025Q2: 11,471 shares 11,471$622K<0.01%+3,640Timeline
CHRWC H ROBINSON WORLDWIDE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,690 shares; 2024Q4: 2,274 shares; 2025Q1: 5,216 shares; 2025Q2: 6,465 shares 6,465$620K<0.01%+1,249Timeline
EXLSEXLSERVICE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,415 shares; 2024Q4: 12,391 shares; 2025Q1: 13,512 shares; 2025Q2: 14,126 shares 14,126$619K<0.01%+614Timeline
CNICANADIAN NATL RY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,607 shares; 2024Q4: 10,650 shares; 2025Q1: 9,621 shares; 2025Q2: 5,936 shares 5,936$618K<0.01%-3,685Timeline
PGJINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,521 shares; 2024Q4: 21,421 shares; 2025Q1: 21,771 shares; 2025Q2: 21,741 shares 21,741$617K<0.01%-30Timeline
VFMVVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,785 shares 4,785$614K<0.01%newTimeline
QMOMEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,912 shares; 2024Q4: 24,887 shares; 2025Q1: 63,529 shares; 2025Q2: 9,427 shares 9,427$613K<0.01%-54,102Timeline
LFUSLITTELFUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,862 shares; 2024Q4: 1,747 shares; 2025Q1: 1,771 shares; 2025Q2: 2,701 shares 2,701$612K<0.01%+930Timeline
AVBAVALONBAY CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,005 shares; 2024Q4: 3,021 shares; 2025Q1: 3,388 shares; 2025Q2: 3,005 shares 3,005$611K<0.01%-383Timeline
BMIBADGER METER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,255 shares; 2024Q4: 2,220 shares; 2025Q1: 2,547 shares; 2025Q2: 2,479 shares 2,479$607K<0.01%-68Timeline
FEMSFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,429 shares; 2024Q4: 18,783 shares; 2025Q1: 15,200 shares; 2025Q2: 14,956 shares 14,956$607K<0.01%-244Timeline
BGLDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,873 shares; 2025Q2: 28,281 shares 28,281$607K<0.01%+8,408Timeline
SDIVGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,078 shares; 2024Q4: 14,765 shares; 2025Q1: 12,734 shares; 2025Q2: 26,894 shares 26,894$606K<0.01%+14,160Timeline
TECKTECK RESOURCES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,982 shares; 2024Q4: 8,752 shares; 2025Q1: 11,821 shares; 2025Q2: 14,990 shares 14,990$605K<0.01%+3,169Timeline
XJUNFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,226 shares; 2024Q4: 17,602 shares; 2025Q1: 18,548 shares; 2025Q2: 14,729 shares 14,729$605K<0.01%-3,819Timeline
YLDPRINCIPAL EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,771 shares; 2024Q4: 15,799 shares; 2025Q1: 18,477 shares; 2025Q2: 31,181 shares 31,181$604K<0.01%+12,704Timeline
ITTITT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,070 shares; 2024Q4: 5,323 shares; 2025Q1: 3,978 shares; 2025Q2: 3,844 shares 3,844$603K<0.01%-134Timeline
EQNREQUINOR ASAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,308 shares; 2024Q4: 12,235 shares; 2025Q1: 12,173 shares; 2025Q2: 24,002 shares 24,002$603K<0.01%+11,829Timeline
EWEDWARDS LIFESCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,115 shares; 2024Q4: 13,137 shares; 2025Q1: 13,879 shares; 2025Q2: 7,659 shares 7,659$599K<0.01%-6,220Timeline
SMMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,546 shares; 2024Q4: 10,195 shares; 2025Q1: 9,193 shares; 2025Q2: 14,256 shares 14,256$599K<0.01%+5,063Timeline
ATIATI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,311 shares; 2024Q4: 5,913 shares; 2025Q1: 7,519 shares; 2025Q2: 6,918 shares 6,918$597K<0.01%-601Timeline
AXAXOS FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,373 shares; 2024Q4: 4,425 shares; 2025Q1: 5,844 shares; 2025Q2: 7,822 shares 7,822$595K<0.01%+1,978Timeline
GLOBGLOBANT S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,412 shares; 2024Q4: 8,359 shares; 2025Q1: 9,312 shares; 2025Q2: 6,550 shares 6,550$595K<0.01%-2,762Timeline
SUISUN CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,609 shares; 2024Q4: 4,165 shares; 2025Q1: 4,720 shares; 2025Q2: 4,698 shares 4,698$594K<0.01%-22Timeline
PBIPITNEY BOWES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,543 shares; 2025Q2: 54,455 shares 54,455$594K<0.01%+5,912Timeline
FDGAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,933 shares; 2024Q4: 4,668 shares; 2025Q1: 4,646 shares; 2025Q2: 5,439 shares 5,439$594K<0.01%+793Timeline
EXEEXPAND ENERGY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,475 shares; 2024Q4: 3,622 shares; 2025Q1: 5,038 shares; 2025Q2: 5,069 shares 5,069$593K<0.01%+31Timeline
BCPCBALCHEM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,341 shares; 2024Q4: 10,695 shares; 2025Q1: 3,716 shares; 2025Q2: 3,728 shares 3,728$593K<0.01%+12Timeline
HURNHURON CONSULTING GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,025 shares; 2024Q4: 2,582 shares; 2025Q1: 3,612 shares; 2025Q2: 4,312 shares 4,312$593K<0.01%+700Timeline
FRTFEDERAL RLTY INVT TR NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,792 shares; 2024Q4: 17,088 shares; 2025Q1: 9,712 shares; 2025Q2: 6,218 shares 6,218$591K<0.01%-3,494Timeline
PSCIINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,557 shares; 2024Q4: 7,565 shares; 2025Q1: 5,042 shares; 2025Q2: 4,403 shares 4,403$590K<0.01%-639Timeline
QXOQXO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,334 shares 27,334$589K<0.01%newTimeline
FSSFEDERAL SIGNAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,446 shares; 2024Q4: 2,177 shares; 2025Q1: 2,997 shares; 2025Q2: 5,531 shares 5,531$589K<0.01%+2,534Timeline
GRPMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,496 shares; 2024Q4: 7,698 shares; 2025Q1: 4,418 shares; 2025Q2: 5,367 shares 5,367$587K<0.01%+949Timeline
XTENBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,353 shares; 2025Q2: 12,693 shares 12,693$586K<0.01%+6,340Timeline
GOCTFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,035 shares; 2025Q1: 15,035 shares; 2025Q2: 16,024 shares 16,024$586K<0.01%+989Timeline
NTRNUTRIEN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,109 shares; 2025Q2: 10,030 shares 10,030$584K<0.01%+921Timeline
GMAYFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,834 shares; 2024Q4: 11,270 shares; 2025Q1: 6,968 shares; 2025Q2: 14,927 shares 14,927$584K<0.01%+7,959Timeline
UMIUSCF ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,120 shares; 2025Q1: 7,501 shares; 2025Q2: 11,419 shares 11,419$583K<0.01%+3,918Timeline
SJMSMUCKER J M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,817 shares; 2024Q4: 9,759 shares; 2025Q1: 10,642 shares; 2025Q2: 5,929 shares 5,929$582K<0.01%-4,713Timeline
FULTFULTON FINL CORP PAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,971 shares; 2024Q4: 27,091 shares; 2025Q1: 30,114 shares; 2025Q2: 32,018 shares 32,018$578K<0.01%+1,904Timeline
LMATLEMAITRE VASCULAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,107 shares; 2024Q4: 7,555 shares; 2025Q1: 7,282 shares; 2025Q2: 6,952 shares 6,952$577K<0.01%-330Timeline
TOTLSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,266 shares; 2024Q4: 17,356 shares; 2025Q1: 15,233 shares; 2025Q2: 14,395 shares 14,395$577K<0.01%-838Timeline
SNEXSTONEX GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,229 shares; 2025Q1: 4,306 shares; 2025Q2: 6,336 shares 6,336$577K<0.01%+2,030Timeline

Sold out in Q2 2025

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

The largest 100 of 105. All 105

SecurityShares beforeValue beforeType
DISCOVER FINL SVCSDISCOVER FINL SVCS153,003$26.1Mshares
IATISHARES TR198,527$9.26Mshares
RSBTTIDAL TRUST II308,337$5.23Mshares
IGBHISHARES U S ETF TR152,614$3.66Mshares
UUPINVESCO DB US DLR INDEX TR99,666$2.84Mshares
KMLMKRANESHARES TRUST83,916$2.29Mshares
BIDUBAIDU INC24,705$2.27Mshares
ICLRICON PUB LTD CO11,872$2.08Mshares
EWGISHARES INC53,240$1.97Mshares
CCSCENTURY COMMUNITIES INC22,121$1.48Mshares
AGOXSTARBOARD INVT TR58,158$1.42Mshares
SEZLSEZZLE INC30,372$1.06Mshares
ENPHENPHASE ENERGY INC16,157$1Mshares
UYLDANGEL OAK FUNDS TRUST19,439$993Kshares
CARSCARS COM INC87,562$987Kshares
BARRICK GOLD CORPBARRICK GOLD CORP49,820$969Kshares
SSOPROSHARES TR11,370$941Kshares
CNNECANNAE HLDGS INC49,181$901Kshares
BILLBILL HOLDINGS INC17,747$814Kshares
DXPEDXP ENTERPRISES INC9,565$787Kshares
PALLABRDN PALLADIUM ETF TRUST8,696$787Kshares
OIHVANECK ETF TRUST2,901$760Kshares
USVMVICTORY PORTFOLIOS II9,606$756Kshares
AUGTAIM ETF PRODUCTS TRUST24,684$747Kshares
ONEVSPDR SERIES TRUST5,553$704Kshares
VRIGINVESCO ACTIVELY MANAGED EXC28,038$703Kshares
GAPGAP INC29,872$616Kshares
INCOCOLUMBIA ETF TR II9,637$574Kshares
PPCPILGRIMS PRIDE CORP9,920$541Kshares
BEACON ROOFING SUPPLY INCBEACON ROOFING SUPPLY INC4,358$539Kshares
CNRCORE NATURAL RESOURCES INC6,705$517Kshares
FHEQFIDELITY GREENWOOD STREET TR19,369$511Kshares
MSMLISHARES TR9,381$508Kshares
CRTOCRITEO S A13,687$485Kshares
ITRNITURAN LOCATION AND CONTROL13,000$470Kshares
BXMTBLACKSTONE MORTGAGE TRUST IN22,102$442Kshares
WUWESTERN UN CO40,206$425Kshares
PDDPDD HOLDINGS INC3,427$406Kshares
MRXMAREX GROUP PLC11,270$398Kshares
XSLVINVESCO EXCH TRADED FD TR II7,906$365Kshares
NSPINSPERITY INC3,970$354Kshares
CNXCNX RES CORP11,202$353Kshares
DINOHF SINCLAIR CORP10,592$348Kshares
IVOLKRANESHARES TRUST18,410$344Kshares
HAPIHARBOR ETF TRUST9,490$324Kshares
CUZCOUSINS PPTYS INC10,964$323Kshares
NADNUVEEN QUALITY MUNCP INCOME26,894$310Kshares
MATMATTEL INC15,876$308Kshares
AGZDWISDOMTREE TR12,944$289Kshares
HOGHARLEY DAVIDSON INC11,204$283Kshares
CADLCANDEL THERAPEUTICS INC48,419$274Kshares
MRNAMODERNA INC9,605$272Kshares
HFSIHARTFORD FDS EXCHANGE TRADED7,797$269Kshares
NUBDNUSHARES ETF TR12,026$267Kshares
SKYCHAMPION HOMES INC2,768$262Kshares
XMAYFIRST TR EXCHNG TRADED FD VI8,294$262Kshares
MARMFIRST TR EXCHNG TRADED FD VI8,281$260Kshares
CLOZSERIES PORTFOLIOS TR9,766$259Kshares
IBHFISHARES TR10,939$254Kshares
RHIROBERT HALF INC.4,503$246Kshares
SPUSTIDAL TRUST I6,238$243Kshares
SNOVFIRST TR EXCHNG TRADED FD VI10,821$239Kshares
HUMANKIND BENEFIT CORPORATIOHUMANKIND BENEFIT CORPORATIO7,349$234Kshares
MNANYLIM ETF TR6,725$231Kshares
XJULFIRST TR EXCHNG TRADED FD VI6,540$231Kshares
TSEMTOWER SEMICONDUCTOR LTD6,390$228Kshares
HELEHELEN OF TROY LTD4,251$227Kshares
QABAFIRST TR EXCHANGE-TRADED FD4,301$225Kshares
AZTAAZENTA INC6,422$222Kshares
TWSTTWIST BIOSCIENCE CORP5,558$218Kshares
OIIOCEANEERING INTL INC9,974$218Kshares
QVMTINVESCO EXCH TRADED FD TR II4,172$216Kshares
LSCCLATTICE SEMICONDUCTOR CORP4,075$214Kshares
DFCFDIMENSIONAL ETF TRUST5,076$214Kshares
FHYSFEDERATED HERMES ETF TRUST9,383$214Kshares
CMACOMERICA INC3,482$206Kshares
DIVBISHARES TR4,232$205Kshares
TNDMTANDEM DIABETES CARE INC10,718$205Kshares
UPWKUPWORK INC14,847$194Kshares
CCAPCRESCENT CAP BDC INC10,957$188Kshares
ROCKET LAB USA INCROCKET LAB USA INC10,419$186Kshares
NMZNUVEEN MUN HIGH INCOME OPPOR16,363$179Kshares
ELANELANCO ANIMAL HEALTH INC15,823$166Kshares
WWWWOLVERINE WORLD WIDE INC11,543$161Kshares
ZETAZETA GLOBAL HOLDINGS CORP11,297$153Kshares
TLKTELEKOMUNIKASI IND10,246$151Kshares
VTNINVESCO TR INVT GRADE NEW YO13,193$138Kshares
MMACYS INC10,327$130Kshares
KSSKOHLS CORP14,743$121Kshares
SSYSSTRATASYS LTD12,196$119Kshares
AGNTAGNT INC11,556$113Kshares
SPFFGLOBAL X FDS11,052$99Kshares
FSCOFS CREDIT OPPORTUNITIES CORP13,780$97Kshares
PIMCO NY MUNICIPAL INCOME FDPIMCO NY MUNICIPAL INCOME FD12,441$93Kshares
VTRSVIATRIS INC10,537$92Kshares
RCREADY CAPITAL CORP10,300$52Kshares
RZLTREZOLUTE INC17,410$50Kshares
PACBPACIFIC BIOSCIENCES CALIF IN25,600$30Kshares
CTMCASTELLUM INC27,937$30Kshares
TMCTMC THE METALS COMPANY INC15,827$27Kshares

How Q2 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 0000701059-25-000016 base2025-08-14acceptance time not in the bulk data set