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MML INVESTORS SERVICES, LLC

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13F filer, CIK 701059, SPRINGFIELD, MA

MML INVESTORS SERVICES, LLC reported $41,048,602,798 across 3,037 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-13. Its ten largest share positions make up 15.99% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000701059-26-000002

Period
2025-12-31
Reported value
$41B
Holdings
3,037
Top 10 weight
15.99%
New
293
Sold out
135

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IVEadded+689,967$146M
XLKadded+900,765$130M
IEMGadded+1,632,797$110M
NFLXadded+998,962$93.7M
DYNFadded+996,096$60.6M

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
QUALreduced-643,912-$128M
IAKreduced-233,592-$31.8M
INVESCO BULLETSHARES 2025 CBexited-1,293,797-$26.8M
SPHQreduced-248,941-$18.7M
UNILEVER PLCexited-302,114-$17.9M

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

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0000701059-26-000002, largest first. % of portfolio is the value over $41,048,602,798, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BLDTOPBUILD CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,103 shares; 2024Q4: 3,458 shares; 2025Q1: 2,720 shares; 2025Q2: 2,940 shares; 2025Q3: 3,248 shares; 2025Q4: 3,869 shares 3,869$1.61M<0.01%+621Timeline
IRINGERSOLL RAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,188 shares; 2024Q4: 52,436 shares; 2025Q1: 19,233 shares; 2025Q2: 20,275 shares; 2025Q3: 18,618 shares; 2025Q4: 20,280 shares 20,280$1.61M<0.01%+1,662Timeline
CDECOEUR MNG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,457 shares; 2025Q4: 89,947 shares 89,947$1.6M<0.01%+51,490Timeline
XMESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,996 shares; 2024Q4: 9,175 shares; 2025Q1: 7,945 shares; 2025Q2: 8,428 shares; 2025Q3: 24,639 shares; 2025Q4: 15,467 shares 15,467$1.6M<0.01%-9,172Timeline
CHRDCHORD ENERGY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,733 shares; 2024Q4: 11,816 shares; 2025Q1: 14,342 shares; 2025Q2: 16,325 shares; 2025Q3: 14,547 shares; 2025Q4: 17,262 shares 17,262$1.6M<0.01%+2,715Timeline
BAPRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,782 shares; 2024Q4: 28,431 shares; 2025Q1: 23,605 shares; 2025Q2: 39,546 shares; 2025Q3: 25,845 shares; 2025Q4: 33,276 shares 33,276$1.6M<0.01%+7,431Timeline
KNSLKINSALE CAP GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,618 shares; 2024Q4: 3,146 shares; 2025Q1: 3,561 shares; 2025Q2: 3,473 shares; 2025Q3: 4,108 shares; 2025Q4: 4,080 shares 4,080$1.6M<0.01%-28Timeline
HSCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,757 shares; 2024Q4: 24,193 shares; 2025Q1: 32,203 shares; 2025Q2: 36,051 shares; 2025Q3: 37,056 shares; 2025Q4: 40,964 shares 40,964$1.59M<0.01%+3,908Timeline
FDDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,100 shares; 2025Q2: 109,515 shares; 2025Q3: 85,043 shares; 2025Q4: 91,078 shares 91,078$1.59M<0.01%+6,035Timeline
NTAPNETAPP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,357 shares; 2024Q4: 14,696 shares; 2025Q1: 21,378 shares; 2025Q2: 29,304 shares; 2025Q3: 28,933 shares; 2025Q4: 14,879 shares 14,879$1.59M<0.01%-14,054Timeline
PFMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,741 shares; 2024Q4: 63,008 shares; 2025Q1: 64,119 shares; 2025Q2: 66,062 shares; 2025Q3: 72,002 shares; 2025Q4: 30,897 shares 30,897$1.59M<0.01%-41,105Timeline
PATHUIPATH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 97,048 shares 97,048$1.59M<0.01%newTimeline
LUMNLUMEN TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,543 shares; 2024Q4: 56,757 shares; 2025Q1: 64,161 shares; 2025Q2: 63,431 shares; 2025Q3: 71,652 shares; 2025Q4: 204,654 shares 204,654$1.59M<0.01%+133,002Timeline
CCCCCC INTELLIGENT SOLUTIONS HLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,256 shares; 2024Q4: 180,062 shares; 2025Q1: 220,246 shares; 2025Q2: 240,416 shares; 2025Q3: 246,460 shares; 2025Q4: 199,788 shares 199,788$1.59M<0.01%-46,672Timeline
TAKTAKEDA PHARMACEUTICAL CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,098 shares; 2024Q4: 62,153 shares; 2025Q1: 69,286 shares; 2025Q2: 80,829 shares; 2025Q3: 89,628 shares; 2025Q4: 101,844 shares 101,844$1.59M<0.01%+12,216Timeline
COPXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,443 shares; 2024Q4: 25,280 shares; 2025Q1: 24,675 shares; 2025Q2: 24,395 shares; 2025Q3: 27,083 shares; 2025Q4: 22,098 shares 22,098$1.59M<0.01%-4,985Timeline
NVRNVR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242 shares; 2024Q4: 238 shares; 2025Q1: 235 shares; 2025Q2: 232 shares; 2025Q3: 230 shares; 2025Q4: 217 shares 217$1.58M<0.01%-13Timeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,552 shares; 2024Q4: 7,140 shares; 2025Q1: 7,036 shares; 2025Q2: 7,081 shares; 2025Q3: 6,714 shares; 2025Q4: 7,352 shares 7,352$1.58M<0.01%+638Timeline
FTCBFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,600 shares; 2025Q1: 33,294 shares; 2025Q2: 36,448 shares; 2025Q3: 55,519 shares; 2025Q4: 74,429 shares 74,429$1.58M<0.01%+18,910Timeline
DOCUDOCUSIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,034 shares; 2024Q4: 16,711 shares; 2025Q1: 25,274 shares; 2025Q2: 26,258 shares; 2025Q3: 27,921 shares; 2025Q4: 23,069 shares 23,069$1.58M<0.01%-4,852Timeline
CRWVCOREWEAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,959 shares; 2025Q3: 31,804 shares; 2025Q4: 21,954 shares 21,954$1.57M<0.01%-9,850Timeline
ONCBEONE MEDICINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,434 shares; 2024Q4: 4,985 shares; 2025Q1: 4,616 shares; 2025Q2: 5,474 shares; 2025Q3: 4,714 shares; 2025Q4: 5,169 shares 5,169$1.57M<0.01%+455Timeline
USEPINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,240 shares; 2024Q4: 19,195 shares; 2025Q1: 18,383 shares; 2025Q2: 18,506 shares; 2025Q3: 39,582 shares; 2025Q4: 39,889 shares 39,889$1.57M<0.01%+307Timeline
PMAYINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,585 shares; 2024Q4: 24,981 shares; 2025Q1: 22,750 shares; 2025Q2: 70,161 shares; 2025Q3: 37,776 shares; 2025Q4: 39,467 shares 39,467$1.56M<0.01%+1,691Timeline
ROIVROIVANT SCIENCES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71,550 shares 71,550$1.55M<0.01%newTimeline
BSEPINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,612 shares; 2024Q4: 25,625 shares; 2025Q1: 24,466 shares; 2025Q2: 24,342 shares; 2025Q3: 29,895 shares; 2025Q4: 31,509 shares 31,509$1.55M<0.01%+1,614Timeline
PDIPIMCO DYNAMIC INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,457 shares; 2024Q4: 83,643 shares; 2025Q1: 84,745 shares; 2025Q2: 86,576 shares; 2025Q3: 91,065 shares; 2025Q4: 87,133 shares 87,133$1.54M<0.01%-3,932Timeline
SIHYHARBOR ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,549 shares; 2024Q4: 37,603 shares; 2025Q1: 37,607 shares; 2025Q2: 35,475 shares; 2025Q3: 33,339 shares; 2025Q4: 33,683 shares 33,683$1.54M<0.01%+344Timeline
IPINTERNATIONAL PAPER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,749 shares; 2024Q4: 51,944 shares; 2025Q1: 40,369 shares; 2025Q2: 38,116 shares; 2025Q3: 35,044 shares; 2025Q4: 38,887 shares 38,887$1.53M<0.01%+3,843Timeline
DGXQUEST DIAGNOSTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,983 shares; 2024Q4: 5,254 shares; 2025Q1: 6,091 shares; 2025Q2: 7,935 shares; 2025Q3: 8,222 shares; 2025Q4: 8,819 shares 8,819$1.53M<0.01%+597Timeline
ICFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,534 shares; 2024Q4: 17,743 shares; 2025Q1: 22,994 shares; 2025Q2: 32,334 shares; 2025Q3: 34,615 shares; 2025Q4: 25,645 shares 25,645$1.53M<0.01%-8,970Timeline
FXLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,671 shares; 2024Q4: 6,546 shares; 2025Q1: 15,328 shares; 2025Q2: 16,510 shares; 2025Q3: 8,756 shares; 2025Q4: 9,093 shares 9,093$1.53M<0.01%+337Timeline
RSPTINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,563 shares; 2024Q4: 36,778 shares; 2025Q1: 37,349 shares; 2025Q2: 37,181 shares; 2025Q3: 35,183 shares; 2025Q4: 33,448 shares 33,448$1.52M<0.01%-1,735Timeline
ACVFETF OPPORTUNITIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,983 shares; 2024Q4: 17,999 shares; 2025Q1: 29,603 shares; 2025Q2: 29,861 shares; 2025Q3: 25,014 shares; 2025Q4: 30,741 shares 30,741$1.52M<0.01%+5,727Timeline
SMCISUPER MICRO COMPUTER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 99,129 shares; 2025Q1: 49,857 shares; 2025Q2: 89,781 shares; 2025Q3: 48,844 shares; 2025Q4: 51,833 shares 51,833$1.52M<0.01%+2,989Timeline
EWEDWARDS LIFESCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,115 shares; 2024Q4: 13,137 shares; 2025Q1: 13,879 shares; 2025Q2: 7,659 shares; 2025Q3: 12,014 shares; 2025Q4: 17,782 shares 17,782$1.52M<0.01%+5,768Timeline
URBNURBAN OUTFITTERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,810 shares; 2025Q4: 20,129 shares 20,129$1.51M<0.01%+8,319Timeline
LUVSOUTHWEST AIRLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,540 shares; 2024Q4: 20,163 shares; 2025Q1: 19,637 shares; 2025Q2: 24,860 shares; 2025Q3: 31,117 shares; 2025Q4: 36,627 shares 36,627$1.51M<0.01%+5,510Timeline
FETHFIDELITY ETHEREUM FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,599 shares; 2025Q2: 46,772 shares; 2025Q3: 68,909 shares; 2025Q4: 51,105 shares 51,105$1.51M<0.01%-17,804Timeline
TEVATEVA PHARMACEUTICAL INDS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,529 shares; 2024Q4: 36,089 shares; 2025Q1: 36,477 shares; 2025Q2: 42,854 shares; 2025Q3: 41,976 shares; 2025Q4: 48,304 shares 48,304$1.51M<0.01%+6,328Timeline
JETSETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,773 shares; 2024Q4: 17,805 shares; 2025Q1: 14,754 shares; 2025Q2: 14,545 shares; 2025Q3: 36,058 shares; 2025Q4: 53,694 shares 53,694$1.51M<0.01%+17,636Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,333 shares; 2024Q4: 61,631 shares; 2025Q1: 63,038 shares; 2025Q2: 73,029 shares; 2025Q3: 71,530 shares; 2025Q4: 63,871 shares 63,871$1.51M<0.01%-7,659Timeline
IDEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,401 shares; 2024Q4: 140,438 shares; 2025Q1: 36,404 shares; 2025Q2: 36,021 shares; 2025Q3: 32,478 shares; 2025Q4: 18,266 shares 18,266$1.51M<0.01%-14,212Timeline
SPYXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,155 shares; 2024Q4: 27,379 shares; 2025Q1: 27,288 shares; 2025Q2: 27,103 shares; 2025Q3: 27,003 shares; 2025Q4: 26,794 shares 26,794$1.51M<0.01%-209Timeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,714 shares; 2025Q1: 7,643 shares; 2025Q2: 14,449 shares; 2025Q3: 9,751 shares; 2025Q4: 8,148 shares 8,148$1.5M<0.01%-1,603Timeline
DMARFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,046 shares; 2024Q4: 16,556 shares; 2025Q1: 6,462 shares; 2025Q2: 23,566 shares; 2025Q3: 25,983 shares; 2025Q4: 36,039 shares 36,039$1.5M<0.01%+10,056Timeline
FLINFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,970 shares; 2024Q4: 27,295 shares; 2025Q1: 34,751 shares; 2025Q2: 33,072 shares; 2025Q3: 33,761 shares; 2025Q4: 38,850 shares 38,850$1.5M<0.01%+5,089Timeline
MDLNMEDLINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,692 shares 35,692$1.5M<0.01%newTimeline
BITQBITWISE FUNDS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75,156 shares 75,156$1.5M<0.01%newTimeline
CTRECARETRUST REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,256 shares; 2025Q3: 33,583 shares; 2025Q4: 41,339 shares 41,339$1.49M<0.01%+7,756Timeline
UOCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,979 shares; 2025Q1: 30,979 shares; 2025Q2: 25,407 shares; 2025Q3: 9,315 shares; 2025Q4: 38,276 shares 38,276$1.49M<0.01%+28,961Timeline
XMARFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,490 shares; 2024Q4: 33,272 shares; 2025Q1: 35,711 shares; 2025Q2: 33,786 shares; 2025Q3: 35,307 shares; 2025Q4: 37,410 shares 37,410$1.49M<0.01%+2,103Timeline
APTVAPTIV PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,709 shares; 2025Q1: 39,688 shares; 2025Q2: 33,077 shares; 2025Q3: 30,538 shares; 2025Q4: 19,629 shares 19,629$1.49M<0.01%-10,909Timeline
PXFINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,147 shares; 2024Q4: 19,977 shares; 2025Q1: 20,522 shares; 2025Q2: 21,117 shares; 2025Q3: 19,124 shares; 2025Q4: 22,754 shares 22,754$1.49M<0.01%+3,630Timeline
RBARB GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,241 shares; 2024Q4: 13,179 shares; 2025Q1: 15,663 shares; 2025Q2: 16,511 shares; 2025Q3: 15,297 shares; 2025Q4: 14,485 shares 14,485$1.49M<0.01%-812Timeline
XOPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,197 shares; 2024Q4: 58,880 shares; 2025Q1: 64,770 shares; 2025Q2: 40,086 shares; 2025Q3: 33,520 shares; 2025Q4: 11,795 shares 11,795$1.49M<0.01%-21,725Timeline
ZMZOOM COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,395 shares; 2024Q4: 17,812 shares; 2025Q1: 10,764 shares; 2025Q2: 14,244 shares; 2025Q3: 14,530 shares; 2025Q4: 17,246 shares 17,246$1.49M<0.01%+2,716Timeline
INCYINCYTE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,063 shares; 2024Q4: 5,283 shares; 2025Q1: 4,716 shares; 2025Q2: 5,343 shares; 2025Q3: 4,151 shares; 2025Q4: 15,037 shares 15,037$1.49M<0.01%+10,886Timeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 812 shares; 2024Q4: 848 shares; 2025Q1: 527 shares; 2025Q2: 530 shares; 2025Q3: 552 shares; 2025Q4: 689 shares 689$1.48M<0.01%+137Timeline
MTNVAIL RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,847 shares; 2024Q4: 7,860 shares; 2025Q1: 10,084 shares; 2025Q2: 9,963 shares; 2025Q3: 11,579 shares; 2025Q4: 11,140 shares 11,140$1.48M<0.01%-439Timeline
EPREPR PPTYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,348 shares; 2024Q4: 7,610 shares; 2025Q1: 10,790 shares; 2025Q2: 13,493 shares; 2025Q3: 22,247 shares; 2025Q4: 29,637 shares 29,637$1.48M<0.01%+7,390Timeline
NULGNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,473 shares; 2024Q4: 10,665 shares; 2025Q1: 10,259 shares; 2025Q2: 9,166 shares; 2025Q3: 10,451 shares; 2025Q4: 15,103 shares 15,103$1.48M<0.01%+4,652Timeline
ROKUROKU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,592 shares; 2024Q4: 10,320 shares; 2025Q1: 7,368 shares; 2025Q2: 7,234 shares; 2025Q3: 13,146 shares; 2025Q4: 13,612 shares 13,612$1.48M<0.01%+466Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,602 shares; 2024Q4: 90,642 shares; 2025Q1: 93,508 shares; 2025Q2: 93,386 shares; 2025Q3: 81,083 shares; 2025Q4: 88,171 shares 88,171$1.48M<0.01%+7,088Timeline
AIC3 AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,728 shares; 2024Q4: 10,717 shares; 2025Q1: 9,980 shares; 2025Q2: 9,148 shares; 2025Q3: 10,702 shares; 2025Q4: 108,509 shares 108,509$1.46M<0.01%+97,807Timeline
RFVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,557 shares; 2024Q4: 12,323 shares; 2025Q1: 13,069 shares; 2025Q2: 7,773 shares; 2025Q3: 9,950 shares; 2025Q4: 11,440 shares 11,440$1.46M<0.01%+1,490Timeline
OGEOGE ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,952 shares; 2024Q4: 20,674 shares; 2025Q1: 23,325 shares; 2025Q2: 24,408 shares; 2025Q3: 23,633 shares; 2025Q4: 34,168 shares 34,168$1.46M<0.01%+10,535Timeline
HDGEADVISORSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,184 shares; 2024Q4: 22,304 shares; 2025Q1: 19,951 shares; 2025Q2: 14,550 shares; 2025Q3: 97,795 shares; 2025Q4: 90,992 shares 90,992$1.46M<0.01%-6,803Timeline
XYLXYLEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,935 shares; 2024Q4: 9,862 shares; 2025Q1: 9,389 shares; 2025Q2: 7,927 shares; 2025Q3: 9,478 shares; 2025Q4: 10,701 shares 10,701$1.46M<0.01%+1,223Timeline
DHSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,631 shares; 2024Q4: 39,168 shares; 2025Q1: 30,143 shares; 2025Q2: 30,143 shares; 2025Q3: 28,846 shares; 2025Q4: 14,280 shares 14,280$1.45M<0.01%-14,566Timeline
BRKRBRUKER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,820 shares; 2024Q4: 31,481 shares; 2025Q1: 36,453 shares; 2025Q2: 31,093 shares; 2025Q3: 31,870 shares; 2025Q4: 30,846 shares 30,846$1.45M<0.01%-1,024Timeline
TMDXTRANSMEDICS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,123 shares; 2024Q4: 6,243 shares; 2025Q1: 6,806 shares; 2025Q2: 8,598 shares; 2025Q3: 11,515 shares; 2025Q4: 11,934 shares 11,934$1.45M<0.01%+419Timeline
SMASMARTSTOP SELF STORAG REIT IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,970 shares; 2025Q3: 16,924 shares; 2025Q4: 46,910 shares 46,910$1.45M<0.01%+29,986Timeline
BIIBBIOGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,280 shares; 2024Q4: 7,515 shares; 2025Q1: 7,943 shares; 2025Q2: 8,560 shares; 2025Q3: 7,286 shares; 2025Q4: 8,225 shares 8,225$1.45M<0.01%+939Timeline
LOBLIVE OAK BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,966 shares; 2024Q4: 27,222 shares; 2025Q1: 33,725 shares; 2025Q2: 37,648 shares; 2025Q3: 39,402 shares; 2025Q4: 42,097 shares 42,097$1.45M<0.01%+2,695Timeline
FLMIFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 77,822 shares; 2025Q2: 30,625 shares; 2025Q3: 41,560 shares; 2025Q4: 58,057 shares 58,057$1.44M<0.01%+16,497Timeline
PODDINSULET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,655 shares; 2024Q4: 2,658 shares; 2025Q1: 2,721 shares; 2025Q2: 3,244 shares; 2025Q3: 3,178 shares; 2025Q4: 5,079 shares 5,079$1.44M<0.01%+1,901Timeline
TMFCRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,287 shares; 2024Q4: 6,578 shares; 2025Q1: 15,618 shares; 2025Q2: 16,336 shares; 2025Q3: 17,910 shares; 2025Q4: 20,112 shares 20,112$1.44M<0.01%+2,202Timeline
CDWCDW CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,542 shares; 2024Q4: 5,557 shares; 2025Q1: 5,570 shares; 2025Q2: 5,437 shares; 2025Q3: 6,600 shares; 2025Q4: 10,574 shares 10,574$1.44M<0.01%+3,974Timeline
XONEBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,329 shares; 2025Q2: 31,048 shares; 2025Q3: 29,552 shares; 2025Q4: 29,066 shares 29,066$1.44M<0.01%-486Timeline
BWABORGWARNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,816 shares; 2024Q4: 26,964 shares; 2025Q1: 27,594 shares; 2025Q2: 29,481 shares; 2025Q3: 29,492 shares; 2025Q4: 31,949 shares 31,949$1.44M<0.01%+2,457Timeline
OXYOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,540 shares; 2024Q4: 98,443 shares; 2025Q1: 100,602 shares; 2025Q2: 49,218 shares; 2025Q3: 35,828 shares; 2025Q4: 34,765 shares 34,765$1.43M<0.01%-1,063Timeline
ESMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,443 shares; 2024Q4: 26,720 shares; 2025Q1: 26,240 shares; 2025Q2: 27,304 shares; 2025Q3: 25,949 shares; 2025Q4: 30,956 shares 30,956$1.42M<0.01%+5,007Timeline
DAPRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,741 shares; 2024Q4: 16,764 shares; 2025Q1: 17,609 shares; 2025Q2: 32,806 shares; 2025Q3: 36,075 shares; 2025Q4: 36,103 shares 36,103$1.42M<0.01%+28Timeline
JSCPJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,981 shares; 2024Q4: 12,052 shares; 2025Q1: 57,505 shares; 2025Q2: 25,883 shares; 2025Q3: 28,176 shares; 2025Q4: 29,801 shares 29,801$1.42M<0.01%+1,625Timeline
QQXTFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,789 shares; 2024Q4: 14,819 shares; 2025Q1: 14,225 shares; 2025Q2: 14,234 shares; 2025Q3: 14,253 shares; 2025Q4: 14,242 shares 14,242$1.42M<0.01%-11Timeline
RPRXROYALTY PHARMA PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,800 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,307 shares; 2025Q4: 36,611 shares 36,611$1.41M<0.01%+11,304Timeline
NJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,746 shares; 2024Q4: 19,927 shares; 2025Q1: 28,661 shares; 2025Q2: 29,282 shares; 2025Q3: 26,841 shares; 2025Q4: 25,755 shares 25,755$1.41M<0.01%-1,086Timeline
BSJRINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,064 shares; 2025Q2: 16,240 shares; 2025Q3: 16,806 shares; 2025Q4: 62,530 shares 62,530$1.41M<0.01%+45,724Timeline
BILZPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,198 shares; 2025Q2: 13,766 shares; 2025Q3: 18,964 shares; 2025Q4: 13,989 shares 13,989$1.41M<0.01%-4,975Timeline
VITLVITAL FARMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,598 shares; 2025Q3: 32,700 shares; 2025Q4: 44,120 shares 44,120$1.41M<0.01%+11,420Timeline
MFCMANULIFE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,462 shares; 2024Q4: 38,608 shares; 2025Q1: 39,060 shares; 2025Q2: 40,389 shares; 2025Q3: 38,162 shares; 2025Q4: 38,776 shares 38,776$1.41M<0.01%+614Timeline
USARUSA RARE EARTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 117,976 shares 117,976$1.4M<0.01%newTimeline
GJANFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,405 shares; 2024Q4: 27,961 shares; 2025Q1: 72,232 shares; 2025Q2: 33,165 shares; 2025Q3: 31,660 shares; 2025Q4: 32,808 shares 32,808$1.4M<0.01%+1,148Timeline
CRMDCORMEDIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 92,514 shares; 2025Q4: 120,264 shares 120,264$1.4M<0.01%+27,750Timeline
REGLPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,663 shares; 2024Q4: 10,741 shares; 2025Q1: 11,414 shares; 2025Q2: 16,978 shares; 2025Q3: 14,178 shares; 2025Q4: 16,603 shares 16,603$1.4M<0.01%+2,425Timeline
BBAXJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,817 shares; 2024Q4: 30,714 shares; 2025Q1: 28,759 shares; 2025Q2: 30,735 shares; 2025Q3: 22,963 shares; 2025Q4: 24,817 shares 24,817$1.4M<0.01%+1,854Timeline
GWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,367 shares; 2024Q4: 9,445 shares; 2025Q1: 9,938 shares; 2025Q2: 18,248 shares; 2025Q3: 24,659 shares; 2025Q4: 34,115 shares 34,115$1.39M<0.01%+9,456Timeline
STEWSRH TOTAL RETURN FUND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,575 shares; 2024Q4: 73,787 shares; 2025Q1: 74,767 shares; 2025Q2: 83,893 shares; 2025Q3: 72,494 shares; 2025Q4: 75,179 shares 75,179$1.39M<0.01%+2,685Timeline
PSNPARSONS CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,242 shares; 2024Q4: 21,626 shares; 2025Q1: 22,829 shares; 2025Q2: 22,202 shares; 2025Q3: 23,632 shares; 2025Q4: 22,537 shares 22,537$1.39M<0.01%-1,095Timeline
IGFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,403 shares; 2024Q4: 12,749 shares; 2025Q1: 14,232 shares; 2025Q2: 22,744 shares; 2025Q3: 19,839 shares; 2025Q4: 22,657 shares 22,657$1.39M<0.01%+2,818Timeline
FTQIFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,080 shares; 2024Q4: 42,014 shares; 2025Q1: 47,797 shares; 2025Q2: 47,608 shares; 2025Q3: 63,403 shares; 2025Q4: 66,763 shares 66,763$1.39M<0.01%+3,360Timeline
WPMWHEATON PRECIOUS METALS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,285 shares; 2024Q4: 7,981 shares; 2025Q1: 6,425 shares; 2025Q2: 7,992 shares; 2025Q3: 8,014 shares; 2025Q4: 11,785 shares 11,785$1.38M<0.01%+3,771Timeline
IBTHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,720 shares; 2024Q4: 15,903 shares; 2025Q1: 18,176 shares; 2025Q2: 51,169 shares; 2025Q3: 55,409 shares; 2025Q4: 61,448 shares 61,448$1.38M<0.01%+6,039Timeline
DGICADONEGAL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,817 shares; 2025Q4: 69,106 shares 69,106$1.38M<0.01%+15,289Timeline
HLNHALEON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,782 shares; 2024Q4: 242,603 shares; 2025Q1: 216,075 shares; 2025Q2: 168,263 shares; 2025Q3: 151,463 shares; 2025Q4: 136,563 shares 136,563$1.38M<0.01%-14,900Timeline
FTCFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,487 shares; 2024Q4: 9,320 shares; 2025Q1: 11,047 shares; 2025Q2: 11,293 shares; 2025Q3: 9,415 shares; 2025Q4: 8,617 shares 8,617$1.38M<0.01%-798Timeline
USPHU S PHYSICAL THERAPYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,826 shares; 2024Q4: 18,785 shares; 2025Q1: 20,772 shares; 2025Q2: 22,274 shares; 2025Q3: 22,509 shares; 2025Q4: 17,634 shares 17,634$1.38M<0.01%-4,875Timeline
UNOVINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,307 shares; 2024Q4: 29,459 shares; 2025Q1: 29,257 shares; 2025Q2: 29,123 shares; 2025Q3: 29,106 shares; 2025Q4: 36,084 shares 36,084$1.37M<0.01%+6,978Timeline
CPACOPA HOLDINGS SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,946 shares; 2025Q3: 7,887 shares; 2025Q4: 11,360 shares 11,360$1.37M<0.01%+3,473Timeline
TDYTELEDYNE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,181 shares; 2024Q4: 3,267 shares; 2025Q1: 3,718 shares; 2025Q2: 3,556 shares; 2025Q3: 3,045 shares; 2025Q4: 2,681 shares 2,681$1.37M<0.01%-364Timeline
MCIBARINGS CORPORATE INVSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,704 shares; 2024Q4: 46,563 shares; 2025Q1: 70,034 shares; 2025Q2: 74,745 shares; 2025Q3: 78,840 shares; 2025Q4: 75,257 shares 75,257$1.37M<0.01%-3,583Timeline
EQWLINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,591 shares; 2024Q4: 4,633 shares; 2025Q1: 8,945 shares; 2025Q2: 8,660 shares; 2025Q3: 8,804 shares; 2025Q4: 11,560 shares 11,560$1.37M<0.01%+2,756Timeline
VSECVSE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,884 shares 7,884$1.36M<0.01%newTimeline
BJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,447 shares; 2024Q4: 29,330 shares; 2025Q1: 25,153 shares; 2025Q2: 24,048 shares; 2025Q3: 26,949 shares; 2025Q4: 26,755 shares 26,755$1.36M<0.01%-194Timeline
PIDINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,390 shares; 2024Q4: 240,162 shares; 2025Q1: 147,499 shares; 2025Q2: 49,196 shares; 2025Q3: 49,620 shares; 2025Q4: 61,611 shares 61,611$1.36M<0.01%+11,991Timeline
ENOVENOVIS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,179 shares; 2024Q4: 49,157 shares; 2025Q1: 47,135 shares; 2025Q2: 51,136 shares; 2025Q3: 50,376 shares; 2025Q4: 50,698 shares 50,698$1.35M<0.01%+322Timeline
GDXJVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,549 shares; 2024Q4: 8,507 shares; 2025Q1: 8,420 shares; 2025Q2: 13,812 shares; 2025Q3: 11,122 shares; 2025Q4: 11,788 shares 11,788$1.34M<0.01%+666Timeline
XDECFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,146 shares; 2024Q4: 160,520 shares; 2025Q1: 149,404 shares; 2025Q2: 148,599 shares; 2025Q3: 128,607 shares; 2025Q4: 32,772 shares 32,772$1.34M<0.01%-95,835Timeline
UJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,880 shares; 2024Q4: 29,988 shares; 2025Q1: 26,514 shares; 2025Q2: 26,508 shares; 2025Q3: 33,662 shares; 2025Q4: 34,608 shares 34,608$1.34M<0.01%+946Timeline
NYFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,561 shares; 2024Q4: 28,016 shares; 2025Q1: 22,264 shares; 2025Q2: 24,270 shares; 2025Q3: 19,562 shares; 2025Q4: 25,032 shares 25,032$1.34M<0.01%+5,470Timeline
OMEROMEROS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,600 shares; 2024Q4: 28,625 shares; 2025Q1: 29,825 shares; 2025Q2: 49,575 shares; 2025Q3: 59,175 shares; 2025Q4: 77,875 shares 77,875$1.34M<0.01%+18,700Timeline
BUFBINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,581 shares; 2024Q4: 22,418 shares; 2025Q1: 32,061 shares; 2025Q2: 32,060 shares; 2025Q3: 35,296 shares; 2025Q4: 36,456 shares 36,456$1.34M<0.01%+1,160Timeline
HNDLSTRATEGY SHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,851 shares; 2024Q4: 67,703 shares; 2025Q1: 64,725 shares; 2025Q2: 60,765 shares; 2025Q3: 60,034 shares; 2025Q4: 60,342 shares 60,342$1.33M<0.01%+308Timeline
RITMRITHM CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,352 shares; 2024Q4: 89,788 shares; 2025Q1: 95,353 shares; 2025Q2: 104,225 shares; 2025Q3: 104,492 shares; 2025Q4: 121,391 shares 121,391$1.32M<0.01%+16,899Timeline
NFLTETFIS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,249 shares; 2024Q4: 40,080 shares; 2025Q1: 46,140 shares; 2025Q2: 54,037 shares; 2025Q3: 51,568 shares; 2025Q4: 57,272 shares 57,272$1.32M<0.01%+5,704Timeline
SHMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,106 shares; 2024Q4: 21,877 shares; 2025Q1: 22,085 shares; 2025Q2: 20,923 shares; 2025Q3: 23,958 shares; 2025Q4: 27,480 shares 27,480$1.32M<0.01%+3,522Timeline
NUDMNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,300 shares; 2024Q4: 30,007 shares; 2025Q1: 29,823 shares; 2025Q2: 31,081 shares; 2025Q3: 34,261 shares; 2025Q4: 36,354 shares 36,354$1.32M<0.01%+2,093Timeline
WYWEYERHAEUSER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,897 shares; 2024Q4: 84,590 shares; 2025Q1: 107,753 shares; 2025Q2: 123,885 shares; 2025Q3: 51,319 shares; 2025Q4: 55,501 shares 55,501$1.31M<0.01%+4,182Timeline
BBCAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,395 shares; 2024Q4: 17,016 shares; 2025Q1: 11,357 shares; 2025Q2: 12,430 shares; 2025Q3: 13,327 shares; 2025Q4: 14,135 shares 14,135$1.31M<0.01%+808Timeline
FLCOFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,254 shares; 2024Q4: 30,871 shares; 2025Q1: 36,649 shares; 2025Q2: 62,574 shares; 2025Q3: 56,908 shares; 2025Q4: 60,468 shares 60,468$1.31M<0.01%+3,560Timeline
ISCGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,156 shares; 2024Q4: 81,479 shares; 2025Q1: 80,738 shares; 2025Q2: 65,462 shares; 2025Q3: 67,358 shares; 2025Q4: 23,454 shares 23,454$1.3M<0.01%-43,904Timeline
AFEMFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,232 shares; 2025Q1: 11,652 shares; 2025Q2: 11,766 shares; 2025Q3: 12,901 shares; 2025Q4: 16,401 shares 16,401$1.3M<0.01%+3,500Timeline
VIOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,217 shares; 2024Q4: 10,032 shares; 2025Q1: 8,636 shares; 2025Q2: 9,186 shares; 2025Q3: 10,018 shares; 2025Q4: 10,704 shares 10,704$1.3M<0.01%+686Timeline
RTHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,557 shares; 2024Q4: 1,229 shares; 2025Q1: 1,783 shares; 2025Q2: 2,970 shares; 2025Q3: 4,338 shares; 2025Q4: 5,196 shares 5,196$1.3M<0.01%+858Timeline
SDIVGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,078 shares; 2024Q4: 14,765 shares; 2025Q1: 12,734 shares; 2025Q2: 26,894 shares; 2025Q3: 52,209 shares; 2025Q4: 53,765 shares 53,765$1.29M<0.01%+1,556Timeline
AVAVAEROVIRONMENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,395 shares; 2024Q4: 9,038 shares; 2025Q1: 8,147 shares; 2025Q2: 8,340 shares; 2025Q3: 3,564 shares; 2025Q4: 5,317 shares 5,317$1.29M<0.01%+1,753Timeline
RPGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,171 shares; 2024Q4: 26,562 shares; 2025Q1: 27,844 shares; 2025Q2: 27,668 shares; 2025Q3: 24,988 shares; 2025Q4: 27,523 shares 27,523$1.28M<0.01%+2,535Timeline
OKTAOKTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,333 shares; 2024Q4: 35,818 shares; 2025Q1: 37,081 shares; 2025Q2: 41,343 shares; 2025Q3: 22,319 shares; 2025Q4: 14,853 shares 14,853$1.28M<0.01%-7,466Timeline
FWDAB ACTIVE ETFS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,799 shares; 2024Q4: 8,045 shares; 2025Q1: 7,856 shares; 2025Q2: 7,527 shares; 2025Q3: 9,867 shares; 2025Q4: 12,260 shares 12,260$1.28M<0.01%+2,393Timeline
GVIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,597 shares; 2024Q4: 8,703 shares; 2025Q1: 8,312 shares; 2025Q2: 7,405 shares; 2025Q3: 7,912 shares; 2025Q4: 11,904 shares 11,904$1.28M<0.01%+3,992Timeline
DAUGFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,741 shares; 2024Q4: 21,148 shares; 2025Q1: 21,649 shares; 2025Q2: 19,631 shares; 2025Q3: 25,407 shares; 2025Q4: 28,779 shares 28,779$1.28M<0.01%+3,372Timeline
DDECFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,978 shares; 2024Q4: 26,279 shares; 2025Q1: 22,887 shares; 2025Q2: 100,490 shares; 2025Q3: 88,969 shares; 2025Q4: 28,268 shares 28,268$1.27M<0.01%-60,701Timeline
AGXARGAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,389 shares; 2025Q1: 4,039 shares; 2025Q2: 2,348 shares; 2025Q3: 2,664 shares; 2025Q4: 4,055 shares 4,055$1.27M<0.01%+1,391Timeline
FDRRFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,282 shares; 2024Q4: 25,204 shares; 2025Q1: 19,332 shares; 2025Q2: 20,375 shares; 2025Q3: 17,925 shares; 2025Q4: 20,782 shares 20,782$1.27M<0.01%+2,857Timeline
TREXTREX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,438 shares; 2024Q4: 44,920 shares; 2025Q1: 47,012 shares; 2025Q2: 45,142 shares; 2025Q3: 44,598 shares; 2025Q4: 36,144 shares 36,144$1.27M<0.01%-8,454Timeline
VIOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,008 shares; 2024Q4: 18,922 shares; 2025Q1: 23,325 shares; 2025Q2: 23,641 shares; 2025Q3: 13,557 shares; 2025Q4: 12,928 shares 12,928$1.26M<0.01%-629Timeline
UITBVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,451 shares; 2024Q4: 25,551 shares; 2025Q1: 40,823 shares; 2025Q2: 51,808 shares; 2025Q3: 54,506 shares; 2025Q4: 26,672 shares 26,672$1.26M<0.01%-27,834Timeline
FIDUFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,101 shares; 2024Q4: 11,997 shares; 2025Q1: 70,527 shares; 2025Q2: 16,810 shares; 2025Q3: 15,217 shares; 2025Q4: 15,283 shares 15,283$1.26M<0.01%+66Timeline
QDECFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,806 shares; 2024Q4: 45,558 shares; 2025Q1: 58,858 shares; 2025Q2: 57,306 shares; 2025Q3: 35,190 shares; 2025Q4: 38,617 shares 38,617$1.26M<0.01%+3,427Timeline
BKRBAKER HUGHES COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,340 shares; 2024Q4: 43,735 shares; 2025Q1: 48,483 shares; 2025Q2: 32,996 shares; 2025Q3: 23,938 shares; 2025Q4: 27,581 shares 27,581$1.26M<0.01%+3,643Timeline
CAVACAVA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,326 shares; 2024Q4: 7,845 shares; 2025Q1: 7,578 shares; 2025Q2: 9,043 shares; 2025Q3: 14,888 shares; 2025Q4: 21,379 shares 21,379$1.25M<0.01%+6,491Timeline
COMTISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,189 shares; 2024Q4: 182,675 shares; 2025Q1: 73,911 shares; 2025Q2: 58,033 shares; 2025Q3: 47,818 shares; 2025Q4: 50,335 shares 50,335$1.25M<0.01%+2,517Timeline
PEYINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,393 shares; 2024Q4: 71,710 shares; 2025Q1: 66,824 shares; 2025Q2: 67,607 shares; 2025Q3: 60,452 shares; 2025Q4: 61,462 shares 61,462$1.25M<0.01%+1,010Timeline
CAIECALAMOS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,553 shares; 2025Q4: 46,786 shares 46,786$1.25M<0.01%+22,233Timeline
HMCHONDA MOTOR CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,364 shares; 2024Q4: 57,822 shares; 2025Q1: 27,769 shares; 2025Q2: 28,276 shares; 2025Q3: 34,617 shares; 2025Q4: 42,437 shares 42,437$1.25M<0.01%+7,820Timeline
JEFJEFFERIES FINANCIAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,487 shares; 2024Q4: 17,713 shares; 2025Q1: 17,809 shares; 2025Q2: 25,698 shares; 2025Q3: 14,405 shares; 2025Q4: 20,166 shares 20,166$1.25M<0.01%+5,761Timeline
JEMAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,247 shares; 2024Q4: 12,811 shares; 2025Q1: 14,499 shares; 2025Q2: 16,213 shares; 2025Q3: 19,170 shares; 2025Q4: 25,470 shares 25,470$1.25M<0.01%+6,300Timeline
ANAUTONATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,570 shares; 2024Q4: 3,938 shares; 2025Q1: 4,077 shares; 2025Q2: 4,533 shares; 2025Q3: 3,842 shares; 2025Q4: 6,036 shares 6,036$1.25M<0.01%+2,194Timeline
JLLJONES LANG LASALLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,358 shares; 2024Q4: 4,081 shares; 2025Q1: 8,155 shares; 2025Q2: 1,317 shares; 2025Q3: 1,374 shares; 2025Q4: 3,694 shares 3,694$1.24M<0.01%+2,320Timeline
GLXYGALAXY DIGITAL INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,586 shares 55,586$1.24M<0.01%newTimeline
SDOGALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,386 shares; 2024Q4: 22,397 shares; 2025Q1: 21,168 shares; 2025Q2: 19,719 shares; 2025Q3: 20,311 shares; 2025Q4: 20,540 shares 20,540$1.24M<0.01%+229Timeline
PUKPRUDENTIAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,078 shares; 2024Q4: 17,157 shares; 2025Q1: 20,222 shares; 2025Q2: 19,522 shares; 2025Q3: 13,237 shares; 2025Q4: 39,883 shares 39,883$1.24M<0.01%+26,646Timeline
BGLDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,873 shares; 2025Q2: 28,281 shares; 2025Q3: 41,751 shares; 2025Q4: 72,507 shares 72,507$1.24M<0.01%+30,756Timeline
IFVFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,640 shares; 2024Q4: 45,719 shares; 2025Q1: 46,791 shares; 2025Q2: 44,836 shares; 2025Q3: 49,245 shares; 2025Q4: 49,841 shares 49,841$1.24M<0.01%+596Timeline
DOCNDIGITALOCEAN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,165 shares; 2024Q4: 8,610 shares; 2025Q1: 11,250 shares; 2025Q2: 13,080 shares; 2025Q3: 18,252 shares; 2025Q4: 25,707 shares 25,707$1.24M<0.01%+7,455Timeline
NULVNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,199 shares; 2024Q4: 20,859 shares; 2025Q1: 19,408 shares; 2025Q2: 19,547 shares; 2025Q3: 16,946 shares; 2025Q4: 27,456 shares 27,456$1.24M<0.01%+10,510Timeline
KTBKONTOOR BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,869 shares; 2024Q4: 3,691 shares; 2025Q1: 4,782 shares; 2025Q2: 8,449 shares; 2025Q3: 19,603 shares; 2025Q4: 20,199 shares 20,199$1.23M<0.01%+596Timeline
BJBJS WHSL CLUB HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,662 shares; 2024Q4: 17,269 shares; 2025Q1: 15,507 shares; 2025Q2: 16,073 shares; 2025Q3: 15,209 shares; 2025Q4: 13,690 shares 13,690$1.23M<0.01%-1,519Timeline
PICKISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,535 shares; 2024Q4: 9,493 shares; 2025Q1: 8,134 shares; 2025Q2: 8,355 shares; 2025Q3: 6,781 shares; 2025Q4: 23,983 shares 23,983$1.23M<0.01%+17,202Timeline
BSMVINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,217 shares; 2025Q1: 42,664 shares; 2025Q2: 48,725 shares; 2025Q3: 50,605 shares; 2025Q4: 58,162 shares 58,162$1.23M<0.01%+7,557Timeline
LTPZPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,191 shares; 2024Q4: 25,722 shares; 2025Q1: 22,287 shares; 2025Q2: 22,567 shares; 2025Q3: 22,022 shares; 2025Q4: 23,702 shares 23,702$1.23M<0.01%+1,680Timeline
RDIVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,647 shares; 2024Q4: 34,164 shares; 2025Q1: 30,390 shares; 2025Q2: 24,955 shares; 2025Q3: 25,066 shares; 2025Q4: 23,419 shares 23,419$1.22M<0.01%-1,647Timeline
RPMRPM INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,532 shares; 2024Q4: 14,742 shares; 2025Q1: 9,818 shares; 2025Q2: 11,015 shares; 2025Q3: 11,011 shares; 2025Q4: 11,716 shares 11,716$1.22M<0.01%+705Timeline
SCHYSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,015 shares; 2024Q4: 82,583 shares; 2025Q1: 38,398 shares; 2025Q2: 39,522 shares; 2025Q3: 40,575 shares; 2025Q4: 40,749 shares 40,749$1.22M<0.01%+174Timeline
GSSTGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,440 shares; 2025Q2: 35,816 shares; 2025Q3: 23,833 shares; 2025Q4: 24,073 shares 24,073$1.21M<0.01%+240Timeline
AHRAMERICAN HEALTHCARE REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,937 shares; 2024Q4: 21,452 shares; 2025Q1: 22,007 shares; 2025Q2: 23,684 shares; 2025Q3: 23,577 shares; 2025Q4: 25,776 shares 25,776$1.21M<0.01%+2,199Timeline
IYYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,865 shares; 2024Q4: 7,233 shares; 2025Q1: 7,264 shares; 2025Q2: 7,312 shares; 2025Q3: 7,301 shares; 2025Q4: 7,300 shares 7,300$1.21M<0.01%-1Timeline
BSMWINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,395 shares; 2025Q2: 11,445 shares; 2025Q3: 11,371 shares; 2025Q4: 48,187 shares 48,187$1.21M<0.01%+36,816Timeline
SCCOSOUTHERN COPPER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,166 shares; 2024Q4: 5,540 shares; 2025Q1: 6,547 shares; 2025Q2: 6,624 shares; 2025Q3: 6,803 shares; 2025Q4: 8,430 shares 8,430$1.21M<0.01%+1,627Timeline
GMABGENMAB A/SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,261 shares; 2024Q4: 44,111 shares; 2025Q1: 46,726 shares; 2025Q2: 38,576 shares; 2025Q3: 37,988 shares; 2025Q4: 39,249 shares 39,249$1.21M<0.01%+1,261Timeline
RUNSUNRUN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,313 shares; 2024Q4: 45,212 shares; 2025Q1: 76,402 shares; 2025Q2: 188,825 shares; 2025Q3: 175,285 shares; 2025Q4: 65,561 shares 65,561$1.21M<0.01%-109,724Timeline
GNOVFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,090 shares; 2025Q1: 9,409 shares; 2025Q2: 9,952 shares; 2025Q3: 9,418 shares; 2025Q4: 30,327 shares 30,327$1.2M<0.01%+20,909Timeline
OBDCBLUE OWL CAPITAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,277 shares; 2024Q4: 65,394 shares; 2025Q1: 87,028 shares; 2025Q2: 108,918 shares; 2025Q3: 86,386 shares; 2025Q4: 96,767 shares 96,767$1.2M<0.01%+10,381Timeline
OAKMHARRIS OAKMARK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,000 shares; 2025Q2: 21,718 shares; 2025Q3: 33,199 shares; 2025Q4: 42,386 shares 42,386$1.2M<0.01%+9,187Timeline
FTAFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,495 shares; 2024Q4: 14,985 shares; 2025Q1: 23,619 shares; 2025Q2: 23,804 shares; 2025Q3: 13,864 shares; 2025Q4: 13,918 shares 13,918$1.2M<0.01%+54Timeline
HURNHURON CONSULTING GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,025 shares; 2024Q4: 2,582 shares; 2025Q1: 3,612 shares; 2025Q2: 4,312 shares; 2025Q3: 6,441 shares; 2025Q4: 6,929 shares 6,929$1.2M<0.01%+488Timeline
GSIEGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,806 shares; 2024Q4: 12,702 shares; 2025Q1: 15,944 shares; 2025Q2: 19,158 shares; 2025Q3: 23,266 shares; 2025Q4: 27,902 shares 27,902$1.2M<0.01%+4,636Timeline
XEVTXEATON VANCE TAX ADVT DIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,435 shares; 2024Q4: 44,083 shares; 2025Q1: 44,233 shares; 2025Q2: 47,885 shares; 2025Q3: 47,805 shares; 2025Q4: 47,474 shares 47,474$1.2M<0.01%-331Timeline
VALVALARIS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,967 shares; 2025Q4: 23,706 shares 23,706$1.19M<0.01%+739Timeline
MGMMGM RESORTS INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,628 shares; 2024Q4: 43,891 shares; 2025Q1: 44,041 shares; 2025Q2: 44,801 shares; 2025Q3: 48,767 shares; 2025Q4: 32,725 shares 32,725$1.19M<0.01%-16,042Timeline
DIVBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,190 shares; 2024Q4: 4,300 shares; 2025Q1: 4,232 shares; 2025Q2: not reported; 2025Q3: 17,661 shares; 2025Q4: 22,389 shares 22,389$1.19M<0.01%+4,728Timeline
INMUBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,595 shares; 2025Q3: 118,036 shares; 2025Q4: 49,445 shares 49,445$1.19M<0.01%-68,591Timeline
JPLDJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,079 shares; 2024Q4: 8,336 shares; 2025Q1: 24,372 shares; 2025Q2: 23,177 shares; 2025Q3: 15,684 shares; 2025Q4: 22,687 shares 22,687$1.19M<0.01%+7,003Timeline
BAUGINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,150 shares; 2024Q4: 20,250 shares; 2025Q1: 17,195 shares; 2025Q2: 15,689 shares; 2025Q3: 21,489 shares; 2025Q4: 23,727 shares 23,727$1.19M<0.01%+2,238Timeline
BGTBLACKROCK FLOATING RATE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,891 shares; 2024Q4: 98,517 shares; 2025Q1: 101,451 shares; 2025Q2: 100,585 shares; 2025Q3: 103,964 shares; 2025Q4: 104,675 shares 104,675$1.19M<0.01%+711Timeline
JXNJACKSON FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,305 shares; 2024Q4: 13,530 shares; 2025Q1: 12,482 shares; 2025Q2: 11,008 shares; 2025Q3: 10,588 shares; 2025Q4: 11,107 shares 11,107$1.18M<0.01%+519Timeline
FLQLFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,159 shares; 2025Q3: 16,332 shares; 2025Q4: 17,077 shares 17,077$1.18M<0.01%+745Timeline
TOLTOLL BROTHERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,005 shares; 2024Q4: 20,733 shares; 2025Q1: 30,867 shares; 2025Q2: 34,051 shares; 2025Q3: 29,952 shares; 2025Q4: 8,747 shares 8,747$1.18M<0.01%-21,205Timeline
BURLBURLINGTON STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,675 shares; 2024Q4: 2,739 shares; 2025Q1: 2,126 shares; 2025Q2: 2,153 shares; 2025Q3: 2,169 shares; 2025Q4: 4,093 shares 4,093$1.18M<0.01%+1,924Timeline
TNLTRAVEL PLUS LEISURE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,110 shares; 2025Q1: 15,112 shares; 2025Q2: 15,850 shares; 2025Q3: 15,947 shares; 2025Q4: 16,760 shares 16,760$1.18M<0.01%+813Timeline
ALSNALLISON TRANSMISSION HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,100 shares; 2024Q4: 17,467 shares; 2025Q1: 15,925 shares; 2025Q2: 22,667 shares; 2025Q3: 13,843 shares; 2025Q4: 12,074 shares 12,074$1.18M<0.01%-1,769Timeline
HYLSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,491 shares; 2024Q4: 16,638 shares; 2025Q1: 20,211 shares; 2025Q2: 17,655 shares; 2025Q3: 21,710 shares; 2025Q4: 28,193 shares 28,193$1.18M<0.01%+6,483Timeline
RIVNRIVIAN AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,645 shares; 2024Q4: 19,008 shares; 2025Q1: 29,004 shares; 2025Q2: 48,479 shares; 2025Q3: 58,977 shares; 2025Q4: 59,729 shares 59,729$1.18M<0.01%+752Timeline
EWNISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,483 shares; 2024Q4: 22,917 shares; 2025Q1: 21,953 shares; 2025Q2: 21,218 shares; 2025Q3: 20,695 shares; 2025Q4: 20,622 shares 20,622$1.18M<0.01%-73Timeline
CGUICAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,820 shares; 2025Q3: 41,593 shares; 2025Q4: 46,402 shares 46,402$1.17M<0.01%+4,809Timeline
LYVLIVE NATION ENTERTAINMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,517 shares; 2024Q4: 9,475 shares; 2025Q1: 16,306 shares; 2025Q2: 12,809 shares; 2025Q3: 39,143 shares; 2025Q4: 8,233 shares 8,233$1.17M<0.01%-30,910Timeline
DWAWADVISORSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,084 shares; 2024Q4: 74,967 shares; 2025Q1: 61,633 shares; 2025Q2: 23,228 shares; 2025Q3: 20,506 shares; 2025Q4: 26,542 shares 26,542$1.17M<0.01%+6,036Timeline
AWKAMERICAN WTR WKS CO INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,731 shares; 2024Q4: 8,411 shares; 2025Q1: 8,977 shares; 2025Q2: 10,010 shares; 2025Q3: 8,233 shares; 2025Q4: 8,975 shares 8,975$1.17M<0.01%+742Timeline
CBUCOMMUNITY FINANCIAL SYSTEM IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,641 shares; 2024Q4: 14,732 shares; 2025Q1: 16,237 shares; 2025Q2: 17,651 shares; 2025Q3: 20,087 shares; 2025Q4: 20,378 shares 20,378$1.17M<0.01%+291Timeline
IBNDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,790 shares; 2025Q3: 31,725 shares; 2025Q4: 36,407 shares 36,407$1.17M<0.01%+4,682Timeline
BUFPPGIM ROCK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,614 shares; 2025Q2: 31,130 shares; 2025Q3: 33,653 shares; 2025Q4: 38,802 shares 38,802$1.17M<0.01%+5,149Timeline
UAUGINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,170 shares; 2024Q4: 29,408 shares; 2025Q1: 27,159 shares; 2025Q2: 27,006 shares; 2025Q3: 33,907 shares; 2025Q4: 29,255 shares 29,255$1.17M<0.01%-4,652Timeline
BAXBAXTER INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,500 shares; 2024Q4: 44,481 shares; 2025Q1: 43,170 shares; 2025Q2: 42,158 shares; 2025Q3: 50,100 shares; 2025Q4: 61,051 shares 61,051$1.17M<0.01%+10,951Timeline
XVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,776 shares; 2024Q4: 22,709 shares; 2025Q1: 22,702 shares; 2025Q2: 25,523 shares; 2025Q3: 5,744 shares; 2025Q4: 22,065 shares 22,065$1.16M<0.01%+16,321Timeline
IFFINTERNATIONAL FLAVORS&FRAGRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,087 shares; 2024Q4: 22,369 shares; 2025Q1: 21,041 shares; 2025Q2: 20,605 shares; 2025Q3: 17,109 shares; 2025Q4: 17,249 shares 17,249$1.16M<0.01%+140Timeline
EXLSEXLSERVICE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,415 shares; 2024Q4: 12,391 shares; 2025Q1: 13,512 shares; 2025Q2: 14,126 shares; 2025Q3: 22,660 shares; 2025Q4: 27,366 shares 27,366$1.16M<0.01%+4,706Timeline
NJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,051 shares; 2024Q4: 14,187 shares; 2025Q1: 12,579 shares; 2025Q2: 11,344 shares; 2025Q3: 14,038 shares; 2025Q4: 15,929 shares 15,929$1.16M<0.01%+1,891Timeline
BAMBROOKFIELD ASSET MANAGMT LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,511 shares; 2024Q4: 17,818 shares; 2025Q1: 18,271 shares; 2025Q2: 19,797 shares; 2025Q3: 20,003 shares; 2025Q4: 22,071 shares 22,071$1.16M<0.01%+2,068Timeline
CCKCROWN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,241 shares; 2025Q2: 11,753 shares; 2025Q3: 10,680 shares; 2025Q4: 11,216 shares 11,216$1.15M<0.01%+536Timeline
EWLISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,118 shares; 2024Q4: 20,685 shares; 2025Q1: 20,481 shares; 2025Q2: 20,390 shares; 2025Q3: 19,551 shares; 2025Q4: 19,251 shares 19,251$1.15M<0.01%-300Timeline
HUMHUMANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,737 shares; 2024Q4: 4,237 shares; 2025Q1: 5,867 shares; 2025Q2: 3,699 shares; 2025Q3: 3,826 shares; 2025Q4: 4,493 shares 4,493$1.15M<0.01%+667Timeline
GIISPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,110 shares; 2025Q3: 14,628 shares; 2025Q4: 16,477 shares 16,477$1.15M<0.01%+1,849Timeline
MAINMAIN STR CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,743 shares; 2024Q4: 17,824 shares; 2025Q1: 17,760 shares; 2025Q2: 18,687 shares; 2025Q3: 19,001 shares; 2025Q4: 18,994 shares 18,994$1.15M<0.01%-7Timeline
MOHMOLINA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,133 shares; 2024Q4: 1,318 shares; 2025Q1: 1,619 shares; 2025Q2: 2,169 shares; 2025Q3: 4,939 shares; 2025Q4: 6,582 shares 6,582$1.14M<0.01%+1,643Timeline
MPMP MATERIALS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,735 shares; 2025Q4: 22,594 shares 22,594$1.14M<0.01%+15,859Timeline
UAPRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,814 shares; 2025Q3: 34,786 shares; 2025Q4: 34,801 shares 34,801$1.14M<0.01%+15Timeline
CPTCAMDEN PPTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,294 shares; 2024Q4: 9,564 shares; 2025Q1: 10,078 shares; 2025Q2: 10,669 shares; 2025Q3: 10,215 shares; 2025Q4: 10,357 shares 10,357$1.14M<0.01%+142Timeline
EATBRINKER INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,199 shares; 2024Q4: 6,339 shares; 2025Q1: 6,433 shares; 2025Q2: 8,936 shares; 2025Q3: 11,891 shares; 2025Q4: 7,938 shares 7,938$1.14M<0.01%-3,953Timeline
ESSESSEX PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,024 shares; 2024Q4: 3,350 shares; 2025Q1: 3,499 shares; 2025Q2: 3,779 shares; 2025Q3: 3,935 shares; 2025Q4: 4,344 shares 4,344$1.14M<0.01%+409Timeline
PRMPERIMETER SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,184 shares 41,184$1.13M<0.01%newTimeline
PSCPRINCIPAL EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,030 shares; 2025Q3: 15,504 shares; 2025Q4: 19,636 shares 19,636$1.13M<0.01%+4,132Timeline
ENSENERSYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,433 shares; 2024Q4: 5,684 shares; 2025Q1: 6,440 shares; 2025Q2: 5,906 shares; 2025Q3: 5,456 shares; 2025Q4: 7,720 shares 7,720$1.13M<0.01%+2,264Timeline
UTGREAVES UTIL INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,978 shares; 2024Q4: 16,006 shares; 2025Q1: 21,148 shares; 2025Q2: 17,658 shares; 2025Q3: 25,236 shares; 2025Q4: 30,854 shares 30,854$1.13M<0.01%+5,618Timeline
DWASINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,483 shares; 2024Q4: 14,945 shares; 2025Q1: 14,955 shares; 2025Q2: 12,137 shares; 2025Q3: 10,758 shares; 2025Q4: 11,661 shares 11,661$1.13M<0.01%+903Timeline
DORMDORMAN PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,462 shares; 2024Q4: 3,685 shares; 2025Q1: 5,027 shares; 2025Q2: 5,326 shares; 2025Q3: 7,688 shares; 2025Q4: 9,146 shares 9,146$1.13M<0.01%+1,458Timeline
PREFPRINCIPAL EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,426 shares; 2025Q3: 51,238 shares; 2025Q4: 59,073 shares 59,073$1.13M<0.01%+7,835Timeline
AOSSMITH A O CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,237 shares; 2024Q4: 9,502 shares; 2025Q1: 15,416 shares; 2025Q2: 17,156 shares; 2025Q3: 15,924 shares; 2025Q4: 16,786 shares 16,786$1.12M<0.01%+862Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,228 shares; 2024Q4: 31,773 shares; 2025Q1: 32,670 shares; 2025Q2: 32,118 shares; 2025Q3: 48,210 shares; 2025Q4: 53,695 shares 53,695$1.12M<0.01%+5,485Timeline
DNOVFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,271 shares; 2024Q4: 6,100 shares; 2025Q1: 6,650 shares; 2025Q2: 6,577 shares; 2025Q3: 8,976 shares; 2025Q4: 22,966 shares 22,966$1.12M<0.01%+13,990Timeline
REGREGENCY CTRS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,817 shares; 2024Q4: 11,199 shares; 2025Q1: 13,642 shares; 2025Q2: 14,633 shares; 2025Q3: 15,071 shares; 2025Q4: 16,234 shares 16,234$1.12M<0.01%+1,163Timeline
MANHMANHATTAN ASSOCIATES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,899 shares; 2024Q4: 12,357 shares; 2025Q1: 7,859 shares; 2025Q2: 6,139 shares; 2025Q3: 5,983 shares; 2025Q4: 6,465 shares 6,465$1.12M<0.01%+482Timeline
EWYISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,384 shares; 2024Q4: 14,594 shares; 2025Q1: 15,072 shares; 2025Q2: 12,671 shares; 2025Q3: 11,512 shares; 2025Q4: 11,519 shares 11,519$1.12M<0.01%+7Timeline
CACICACI INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,453 shares; 2024Q4: 1,527 shares; 2025Q1: 728 shares; 2025Q2: 1,464 shares; 2025Q3: 1,651 shares; 2025Q4: 2,094 shares 2,094$1.12M<0.01%+443Timeline
FSTAFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,675 shares; 2024Q4: 14,574 shares; 2025Q1: 8,944 shares; 2025Q2: 23,352 shares; 2025Q3: 22,472 shares; 2025Q4: 22,630 shares 22,630$1.11M<0.01%+158Timeline
AXAXOS FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,373 shares; 2024Q4: 4,425 shares; 2025Q1: 5,844 shares; 2025Q2: 7,822 shares; 2025Q3: 10,155 shares; 2025Q4: 12,820 shares 12,820$1.1M<0.01%+2,665Timeline
SAICSCIENCE APPLICATIONS INTL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,545 shares; 2024Q4: 5,313 shares; 2025Q1: 6,438 shares; 2025Q2: 7,813 shares; 2025Q3: 8,507 shares; 2025Q4: 10,940 shares 10,940$1.1M<0.01%+2,433Timeline
GERNGERON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 551,168 shares; 2024Q4: 551,168 shares; 2025Q1: 551,115 shares; 2025Q2: 551,915 shares; 2025Q3: 551,115 shares; 2025Q4: 834,115 shares 834,115$1.1M<0.01%+283,000Timeline
CINFCINCINNATI FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,224 shares; 2024Q4: 5,267 shares; 2025Q1: 6,229 shares; 2025Q2: 5,886 shares; 2025Q3: 6,147 shares; 2025Q4: 6,726 shares 6,726$1.1M<0.01%+579Timeline
BSCYINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,528 shares; 2025Q1: 48,634 shares; 2025Q2: 46,784 shares; 2025Q3: 46,483 shares; 2025Q4: 52,195 shares 52,195$1.1M<0.01%+5,712Timeline
CPBTHE CAMPBELLS COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,581 shares; 2024Q4: 10,912 shares; 2025Q1: 12,406 shares; 2025Q2: 11,700 shares; 2025Q3: 32,675 shares; 2025Q4: 39,064 shares 39,064$1.09M<0.01%+6,389Timeline
PTFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,537 shares; 2024Q4: 155,898 shares; 2025Q1: 166,877 shares; 2025Q2: 37,772 shares; 2025Q3: 38,211 shares; 2025Q4: 14,234 shares 14,234$1.09M<0.01%-23,977Timeline
RGLDROYAL GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,173 shares; 2024Q4: 5,051 shares; 2025Q1: 5,382 shares; 2025Q2: 5,277 shares; 2025Q3: 4,592 shares; 2025Q4: 4,889 shares 4,889$1.09M<0.01%+297Timeline
PAGPPLAINS GP HLDGS L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,334 shares; 2024Q4: 49,892 shares; 2025Q1: 51,828 shares; 2025Q2: 54,557 shares; 2025Q3: 52,948 shares; 2025Q4: 56,722 shares 56,722$1.09M<0.01%+3,774Timeline
USSGDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,501 shares; 2024Q4: 13,060 shares; 2025Q1: 11,192 shares; 2025Q2: 12,863 shares; 2025Q3: 14,216 shares; 2025Q4: 17,031 shares 17,031$1.08M<0.01%+2,815Timeline
TOCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,752 shares 40,752$1.08M<0.01%newTimeline
SPIPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,121 shares; 2024Q4: 55,165 shares; 2025Q1: 52,040 shares; 2025Q2: 51,771 shares; 2025Q3: 46,296 shares; 2025Q4: 41,610 shares 41,610$1.08M<0.01%-4,686Timeline
ASXASE TECHNOLOGY HLDG CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,006 shares; 2024Q4: 65,077 shares; 2025Q1: 61,163 shares; 2025Q2: 60,236 shares; 2025Q3: 52,910 shares; 2025Q4: 66,960 shares 66,960$1.08M<0.01%+14,050Timeline
NOKNOKIA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,767 shares; 2024Q4: 125,729 shares; 2025Q1: 135,890 shares; 2025Q2: 147,527 shares; 2025Q3: 137,047 shares; 2025Q4: 165,340 shares 165,340$1.07M<0.01%+28,293Timeline
GSUSGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,726 shares; 2025Q4: 11,321 shares 11,321$1.07M<0.01%+7,595Timeline
FLLAFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,283 shares; 2024Q4: 41,277 shares; 2025Q1: 40,045 shares; 2025Q2: 42,423 shares; 2025Q3: 42,281 shares; 2025Q4: 44,281 shares 44,281$1.07M<0.01%+2,000Timeline
NDSNNORDSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,514 shares; 2024Q4: 5,636 shares; 2025Q1: 6,702 shares; 2025Q2: 6,496 shares; 2025Q3: 5,345 shares; 2025Q4: 4,436 shares 4,436$1.07M<0.01%-909Timeline
FXHFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,085 shares; 2024Q4: 7,958 shares; 2025Q1: 13,393 shares; 2025Q2: 14,723 shares; 2025Q3: 8,905 shares; 2025Q4: 9,367 shares 9,367$1.07M<0.01%+462Timeline
PLNTPLANET FITNESS MASTER ISSUERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,226 shares; 2024Q4: 14,959 shares; 2025Q1: 13,434 shares; 2025Q2: 10,744 shares; 2025Q3: 9,689 shares; 2025Q4: 9,811 shares 9,811$1.06M<0.01%+122Timeline
UNMUNUM GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,288 shares; 2024Q4: 18,701 shares; 2025Q1: 19,532 shares; 2025Q2: 19,533 shares; 2025Q3: 13,799 shares; 2025Q4: 13,731 shares 13,731$1.06M<0.01%-68Timeline
NMRNOMURA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,087 shares; 2024Q4: 67,683 shares; 2025Q1: 94,595 shares; 2025Q2: 98,251 shares; 2025Q3: 111,200 shares; 2025Q4: 125,967 shares 125,967$1.06M<0.01%+14,767Timeline
THOTHOR INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,556 shares; 2024Q4: 11,053 shares; 2025Q1: 13,476 shares; 2025Q2: 12,568 shares; 2025Q3: 12,305 shares; 2025Q4: 10,268 shares 10,268$1.05M<0.01%-2,037Timeline
FNDASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,204 shares; 2024Q4: 74,168 shares; 2025Q1: 68,806 shares; 2025Q2: 54,761 shares; 2025Q3: 45,453 shares; 2025Q4: 33,327 shares 33,327$1.05M<0.01%-12,126Timeline
RRCRANGE RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,207 shares; 2025Q2: 16,279 shares; 2025Q3: 26,547 shares; 2025Q4: 29,746 shares 29,746$1.05M<0.01%+3,199Timeline
PHGKONINKLIJKE PHILIPS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,918 shares; 2024Q4: 37,620 shares; 2025Q1: 39,402 shares; 2025Q2: 38,992 shares; 2025Q3: 35,619 shares; 2025Q4: 38,517 shares 38,517$1.04M<0.01%+2,898Timeline
BSCZINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,084 shares 50,084$1.04M<0.01%newTimeline
PINSPINTEREST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,273 shares; 2024Q4: 35,559 shares; 2025Q1: 69,685 shares; 2025Q2: 77,143 shares; 2025Q3: 70,773 shares; 2025Q4: 40,221 shares 40,221$1.04M<0.01%-30,552Timeline
ILTBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,325 shares; 2024Q4: 13,338 shares; 2025Q1: 14,100 shares; 2025Q2: 15,012 shares; 2025Q3: 17,911 shares; 2025Q4: 20,921 shares 20,921$1.04M<0.01%+3,010Timeline
AMRXAMNEAL PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51,999 shares; 2025Q4: 82,434 shares 82,434$1.04M<0.01%+30,435Timeline
CFCF INDUSTRIES HOLDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,291 shares; 2024Q4: 5,429 shares; 2025Q1: 5,860 shares; 2025Q2: 12,838 shares; 2025Q3: 12,735 shares; 2025Q4: 13,332 shares 13,332$1.03M<0.01%+597Timeline
FCOMFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,809 shares; 2024Q4: 10,969 shares; 2025Q1: 11,787 shares; 2025Q2: 13,592 shares; 2025Q3: 15,025 shares; 2025Q4: 14,067 shares 14,067$1.03M<0.01%-958Timeline
KEYKEYCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,403 shares; 2024Q4: 143,566 shares; 2025Q1: 46,318 shares; 2025Q2: 44,762 shares; 2025Q3: 50,334 shares; 2025Q4: 49,878 shares 49,878$1.03M<0.01%-456Timeline
AVYAVERY DENNISON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,752 shares; 2024Q4: 9,577 shares; 2025Q1: 5,747 shares; 2025Q2: 5,045 shares; 2025Q3: 4,475 shares; 2025Q4: 5,649 shares 5,649$1.03M<0.01%+1,174Timeline
RVNUDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,399 shares; 2024Q4: 29,111 shares; 2025Q1: 36,478 shares; 2025Q2: 37,795 shares; 2025Q3: 38,899 shares; 2025Q4: 41,840 shares 41,840$1.03M<0.01%+2,941Timeline
GNMAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,698 shares; 2024Q4: 17,070 shares; 2025Q1: 19,812 shares; 2025Q2: 18,684 shares; 2025Q3: 21,892 shares; 2025Q4: 23,051 shares 23,051$1.03M<0.01%+1,159Timeline
SKYWSKYWEST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,460 shares; 2025Q1: 4,021 shares; 2025Q2: 5,472 shares; 2025Q3: 7,126 shares; 2025Q4: 10,221 shares 10,221$1.03M<0.01%+3,095Timeline
VIPSVIPSHOP HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,618 shares; 2025Q4: 57,859 shares 57,859$1.02M<0.01%+42,241Timeline
EPRTESSENTIAL PPTYS RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,597 shares; 2024Q4: 25,264 shares; 2025Q1: 28,899 shares; 2025Q2: 31,929 shares; 2025Q3: 28,816 shares; 2025Q4: 34,493 shares 34,493$1.02M<0.01%+5,677Timeline
BIZDVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,712 shares; 2024Q4: 79,090 shares; 2025Q1: 67,321 shares; 2025Q2: 58,645 shares; 2025Q3: 62,524 shares; 2025Q4: 72,133 shares 72,133$1.02M<0.01%+9,609Timeline
MOG-AMOOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,606 shares; 2024Q4: 3,547 shares; 2025Q1: 3,662 shares; 2025Q2: 3,600 shares; 2025Q3: 4,351 shares; 2025Q4: 4,191 shares 4,191$1.02M<0.01%-160Timeline
FNXFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,762 shares; 2024Q4: 9,187 shares; 2025Q1: 9,200 shares; 2025Q2: 6,875 shares; 2025Q3: 7,552 shares; 2025Q4: 8,099 shares 8,099$1.02M<0.01%+547Timeline
ANFABERCROMBIE & FITCH COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,971 shares; 2024Q4: 18,803 shares; 2025Q1: 8,549 shares; 2025Q2: 14,529 shares; 2025Q3: 8,813 shares; 2025Q4: 8,086 shares 8,086$1.02M<0.01%-727Timeline
AITAPPLIED INDL TECHNOLOGIES INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,762 shares; 2024Q4: 1,954 shares; 2025Q1: 2,753 shares; 2025Q2: 5,044 shares; 2025Q3: 5,618 shares; 2025Q4: 3,963 shares 3,963$1.02M<0.01%-1,655Timeline
CWISPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,231 shares; 2024Q4: 28,295 shares; 2025Q1: 27,724 shares; 2025Q2: 28,516 shares; 2025Q3: 28,300 shares; 2025Q4: 28,318 shares 28,318$1.02M<0.01%+18Timeline
JBBBJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,050 shares; 2024Q4: 11,896 shares; 2025Q1: 28,694 shares; 2025Q2: 7,516 shares; 2025Q3: 10,040 shares; 2025Q4: 21,302 shares 21,302$1.02M<0.01%+11,262Timeline
DTHWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,526 shares; 2024Q4: 16,425 shares; 2025Q1: 17,249 shares; 2025Q2: 15,612 shares; 2025Q3: 17,960 shares; 2025Q4: 19,613 shares 19,613$1.01M<0.01%+1,653Timeline
RGENREPLIGEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,383 shares; 2024Q4: 4,308 shares; 2025Q1: 3,961 shares; 2025Q2: 4,412 shares; 2025Q3: 3,960 shares; 2025Q4: 6,172 shares 6,172$1.01M<0.01%+2,212Timeline
DUSBDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,965 shares; 2025Q4: 19,965 shares 19,965$1.01M<0.01%0Timeline
APLEAPPLE HOSPITALITY REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,039 shares; 2024Q4: 76,069 shares; 2025Q1: 79,187 shares; 2025Q2: 80,287 shares; 2025Q3: 81,402 shares; 2025Q4: 85,268 shares 85,268$1.01M<0.01%+3,866Timeline
FSSLFS SPECIALTY LENDING FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71,270 shares 71,270$1.01M<0.01%newTimeline
VODVODAFONE GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,984 shares; 2024Q4: 110,698 shares; 2025Q1: 111,137 shares; 2025Q2: 119,636 shares; 2025Q3: 82,325 shares; 2025Q4: 76,238 shares 76,238$1.01M<0.01%-6,087Timeline
CUBICUSTOMERS BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,726 shares; 2025Q2: 6,775 shares; 2025Q3: 9,206 shares; 2025Q4: 13,755 shares 13,755$1.01M<0.01%+4,549Timeline
SSENTINELONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,078 shares; 2025Q1: 15,624 shares; 2025Q2: 24,415 shares; 2025Q3: 55,691 shares; 2025Q4: 67,035 shares 67,035$1.01M<0.01%+11,344Timeline
PCGPG&E CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,110 shares; 2024Q4: 89,459 shares; 2025Q1: 66,939 shares; 2025Q2: 65,029 shares; 2025Q3: 59,498 shares; 2025Q4: 62,542 shares 62,542$1.01M<0.01%+3,044Timeline
ARKFARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,282 shares; 2024Q4: 14,407 shares; 2025Q1: 12,795 shares; 2025Q2: 11,319 shares; 2025Q3: 10,360 shares; 2025Q4: 21,081 shares 21,081$1M<0.01%+10,721Timeline
ASAMER SPORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,812 shares 26,812$1M<0.01%newTimeline
IWCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,540 shares; 2025Q1: 2,632 shares; 2025Q2: 4,944 shares; 2025Q3: 3,501 shares; 2025Q4: 6,320 shares 6,320$997K<0.01%+2,819Timeline
CUBECUBESMARTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,618 shares; 2024Q4: 25,248 shares; 2025Q1: 25,806 shares; 2025Q2: 22,338 shares; 2025Q3: 27,484 shares; 2025Q4: 27,605 shares 27,605$995K<0.01%+121Timeline
FCFSFIRSTCASH HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,697 shares; 2024Q4: 7,266 shares; 2025Q1: 7,124 shares; 2025Q2: 7,394 shares; 2025Q3: 6,529 shares; 2025Q4: 6,240 shares 6,240$994K<0.01%-289Timeline
DOWDOW HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,722 shares; 2024Q4: 137,041 shares; 2025Q1: 162,885 shares; 2025Q2: 57,139 shares; 2025Q3: 39,935 shares; 2025Q4: 42,388 shares 42,388$991K<0.01%+2,453Timeline
BWXTBWX TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,714 shares; 2024Q4: 5,733 shares; 2025Q1: 4,745 shares; 2025Q2: 4,799 shares; 2025Q3: 7,503 shares; 2025Q4: 5,733 shares 5,733$991K<0.01%-1,770Timeline
VFMVVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,785 shares; 2025Q3: 5,577 shares; 2025Q4: 7,581 shares 7,581$988K<0.01%+2,004Timeline
XMPTVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,075 shares; 2024Q4: 35,786 shares; 2025Q1: 36,197 shares; 2025Q2: 38,789 shares; 2025Q3: 40,941 shares; 2025Q4: 44,943 shares 44,943$983K<0.01%+4,002Timeline
HOLXHOLOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,038 shares; 2024Q4: 38,706 shares; 2025Q1: 40,181 shares; 2025Q2: 24,202 shares; 2025Q3: 22,038 shares; 2025Q4: 13,185 shares 13,185$982K<0.01%-8,853Timeline
TLNTALEN ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,022 shares; 2025Q3: 2,388 shares; 2025Q4: 2,609 shares 2,609$978K<0.01%+221Timeline
FAFFIRST AMERN FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,806 shares; 2024Q4: 7,726 shares; 2025Q1: 8,565 shares; 2025Q2: 10,738 shares; 2025Q3: 13,626 shares; 2025Q4: 15,916 shares 15,916$978K<0.01%+2,290Timeline
HALHALLIBURTON COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,505 shares; 2024Q4: 46,866 shares; 2025Q1: 41,305 shares; 2025Q2: 24,570 shares; 2025Q3: 21,629 shares; 2025Q4: 34,491 shares 34,491$975K<0.01%+12,862Timeline
MKCMCCORMICK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,578 shares; 2024Q4: 32,627 shares; 2025Q1: 25,786 shares; 2025Q2: 19,419 shares; 2025Q3: 13,070 shares; 2025Q4: 14,282 shares 14,282$973K<0.01%+1,212Timeline
EGPEASTGROUP PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,874 shares; 2024Q4: 4,247 shares; 2025Q1: 4,948 shares; 2025Q2: 5,331 shares; 2025Q3: 5,338 shares; 2025Q4: 5,453 shares 5,453$971K<0.01%+115Timeline
MDGLMADRIGAL PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,255 shares; 2024Q4: 1,484 shares; 2025Q1: 1,509 shares; 2025Q2: 1,511 shares; 2025Q3: 1,390 shares; 2025Q4: 1,668 shares 1,668$971K<0.01%+278Timeline
CDXSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,515 shares; 2025Q3: 35,739 shares; 2025Q4: 43,479 shares 43,479$968K<0.01%+7,740Timeline
IVOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,098 shares; 2024Q4: 9,073 shares; 2025Q1: 9,725 shares; 2025Q2: 12,181 shares; 2025Q3: 8,490 shares; 2025Q4: 8,035 shares 8,035$966K<0.01%-455Timeline
IXJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,759 shares; 2024Q4: 10,108 shares; 2025Q1: 9,555 shares; 2025Q2: 9,899 shares; 2025Q3: 9,702 shares; 2025Q4: 9,913 shares 9,913$966K<0.01%+211Timeline
OMFSINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,122 shares; 2024Q4: 19,673 shares; 2025Q1: 20,993 shares; 2025Q2: 20,956 shares; 2025Q3: 21,608 shares; 2025Q4: 21,682 shares 21,682$964K<0.01%+74Timeline
SWKSTANLEY BLACK & DECKER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,798 shares; 2024Q4: 15,582 shares; 2025Q1: 12,738 shares; 2025Q2: 11,006 shares; 2025Q3: 12,046 shares; 2025Q4: 12,976 shares 12,976$964K<0.01%+930Timeline
IONQIONQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,207 shares; 2025Q1: 18,067 shares; 2025Q2: 18,511 shares; 2025Q3: 20,647 shares; 2025Q4: 21,466 shares 21,466$963K<0.01%+819Timeline
MTARCELORMITTAL SA LUXEMBOURGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,720 shares; 2024Q4: 14,895 shares; 2025Q1: 12,679 shares; 2025Q2: 15,441 shares; 2025Q3: 13,900 shares; 2025Q4: 21,093 shares 21,093$961K<0.01%+7,193Timeline
PNWPINNACLE WEST CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,434 shares; 2024Q4: 8,941 shares; 2025Q1: 12,754 shares; 2025Q2: 10,451 shares; 2025Q3: 11,138 shares; 2025Q4: 10,831 shares 10,831$961K<0.01%-307Timeline
TCOMTRIP COM GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,126 shares; 2024Q4: 20,345 shares; 2025Q1: 18,348 shares; 2025Q2: 15,177 shares; 2025Q3: 12,343 shares; 2025Q4: 13,293 shares 13,293$956K<0.01%+950Timeline
SPXCSPX TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,054 shares; 2024Q4: 2,883 shares; 2025Q1: 2,892 shares; 2025Q2: 3,730 shares; 2025Q3: 4,808 shares; 2025Q4: 4,755 shares 4,755$951K<0.01%-53Timeline
ALLYALLY FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,870 shares; 2024Q4: 11,781 shares; 2025Q1: 17,838 shares; 2025Q2: 18,375 shares; 2025Q3: 18,961 shares; 2025Q4: 20,883 shares 20,883$946K<0.01%+1,922Timeline
CZAINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,261 shares; 2024Q4: 8,925 shares; 2025Q1: 9,071 shares; 2025Q2: 9,046 shares; 2025Q3: 8,117 shares; 2025Q4: 8,529 shares 8,529$945K<0.01%+412Timeline
UJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,986 shares; 2024Q4: 18,377 shares; 2025Q1: 30,388 shares; 2025Q2: 30,668 shares; 2025Q3: 30,660 shares; 2025Q4: 21,814 shares 21,814$944K<0.01%-8,846Timeline
SNEXSTONEX GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,229 shares; 2025Q1: 4,306 shares; 2025Q2: 6,336 shares; 2025Q3: 6,616 shares; 2025Q4: 9,913 shares 9,913$943K<0.01%+3,297Timeline
SILGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,385 shares; 2025Q2: 11,064 shares; 2025Q3: 12,103 shares; 2025Q4: 11,281 shares 11,281$942K<0.01%-822Timeline
BWZSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,490 shares; 2024Q4: 51,608 shares; 2025Q1: 53,191 shares; 2025Q2: 53,822 shares; 2025Q3: 51,486 shares; 2025Q4: 34,368 shares 34,368$942K<0.01%-17,118Timeline
PEXLPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,616 shares; 2024Q4: 21,330 shares; 2025Q1: 19,098 shares; 2025Q2: 16,579 shares; 2025Q3: 16,185 shares; 2025Q4: 15,419 shares 15,419$940K<0.01%-766Timeline
BXSLBLACKSTONE SECD LENDING FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,850 shares; 2024Q4: 51,112 shares; 2025Q1: 57,207 shares; 2025Q2: 60,438 shares; 2025Q3: 52,783 shares; 2025Q4: 35,667 shares 35,667$939K<0.01%-17,116Timeline
CERYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,496 shares; 2025Q3: 27,052 shares; 2025Q4: 32,849 shares 32,849$938K<0.01%+5,797Timeline
TIGOMILLICOM INTL CELLULAR S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,815 shares; 2024Q4: 14,981 shares; 2025Q1: 16,764 shares; 2025Q2: 20,067 shares; 2025Q3: 15,997 shares; 2025Q4: 16,839 shares 16,839$934K<0.01%+842Timeline
RGLORUSSELL INVTS EXCHANGE TRADEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,916 shares; 2025Q3: 28,916 shares; 2025Q4: 31,437 shares 31,437$933K<0.01%+2,521Timeline
WYNNWYNN RESORTS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,000 shares; 2024Q4: 11,856 shares; 2025Q1: 13,377 shares; 2025Q2: 11,609 shares; 2025Q3: 7,348 shares; 2025Q4: 7,747 shares 7,747$932K<0.01%+399Timeline
HEGDLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,254 shares; 2025Q2: 35,333 shares; 2025Q3: 36,765 shares; 2025Q4: 36,778 shares 36,778$927K<0.01%+13Timeline
AAALCOA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,980 shares; 2024Q4: 8,028 shares; 2025Q1: not reported; 2025Q2: 10,392 shares; 2025Q3: 10,665 shares; 2025Q4: 17,442 shares 17,442$927K<0.01%+6,777Timeline
FEXFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,166 shares; 2024Q4: 9,835 shares; 2025Q1: 9,227 shares; 2025Q2: 8,689 shares; 2025Q3: 8,378 shares; 2025Q4: 7,813 shares 7,813$927K<0.01%-565Timeline
FLYFIREFLY AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,326 shares 41,326$924K<0.01%newTimeline
SLABSILICON LABORATORIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,328 shares; 2024Q4: 7,580 shares; 2025Q1: 8,070 shares; 2025Q2: 7,181 shares; 2025Q3: 6,869 shares; 2025Q4: 7,072 shares 7,072$924K<0.01%+203Timeline
LKQLKQ CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,219 shares; 2024Q4: 23,799 shares; 2025Q1: 30,013 shares; 2025Q2: 28,715 shares; 2025Q3: 27,685 shares; 2025Q4: 30,601 shares 30,601$924K<0.01%+2,916Timeline
OCTTAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,235 shares 21,235$924K<0.01%newTimeline
DBCINVESCO DB COMMDY INDX TRCKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,297 shares; 2024Q4: 139,552 shares; 2025Q1: 40,147 shares; 2025Q2: 36,709 shares; 2025Q3: 36,115 shares; 2025Q4: 41,274 shares 41,274$923K<0.01%+5,159Timeline
DAVEDAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,136 shares 4,136$916K<0.01%newTimeline
XNTKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,631 shares; 2024Q4: 3,589 shares; 2025Q1: 3,043 shares; 2025Q2: 3,088 shares; 2025Q3: 3,215 shares; 2025Q4: 3,292 shares 3,292$915K<0.01%+77Timeline
AAMIACADIAN ASSET MANAGEMENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,853 shares; 2025Q4: 19,456 shares 19,456$914K<0.01%+6,603Timeline
SKORFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,965 shares; 2024Q4: 10,844 shares; 2025Q1: 9,877 shares; 2025Q2: 14,172 shares; 2025Q3: 17,735 shares; 2025Q4: 18,611 shares 18,611$914K<0.01%+876Timeline
TRITHOMSON REUTERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,925 shares; 2024Q4: 16,462 shares; 2025Q1: 16,148 shares; 2025Q2: 17,376 shares; 2025Q3: 7,541 shares; 2025Q4: 6,931 shares 6,931$914K<0.01%-610Timeline
FTSFORTIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,044 shares; 2025Q1: 12,962 shares; 2025Q2: 16,758 shares; 2025Q3: 18,389 shares; 2025Q4: 17,545 shares 17,545$911K<0.01%-844Timeline
BBYBEST BUY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,769 shares; 2024Q4: 15,169 shares; 2025Q1: 16,455 shares; 2025Q2: 13,155 shares; 2025Q3: 12,817 shares; 2025Q4: 13,611 shares 13,611$911K<0.01%+794Timeline
CENXCENTURY ALUM COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,167 shares 23,167$908K<0.01%newTimeline
MURMURPHY OIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,282 shares; 2024Q4: 22,894 shares; 2025Q1: 25,382 shares; 2025Q2: 27,775 shares; 2025Q3: 26,474 shares; 2025Q4: 29,005 shares 29,005$906K<0.01%+2,531Timeline
BLBDBLUE BIRD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,317 shares; 2025Q2: 10,090 shares; 2025Q3: 13,680 shares; 2025Q4: 19,276 shares 19,276$906K<0.01%+5,596Timeline
ACTENACT HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,550 shares; 2024Q4: 12,478 shares; 2025Q1: 13,583 shares; 2025Q2: 10,548 shares; 2025Q3: 20,866 shares; 2025Q4: 22,835 shares 22,835$905K<0.01%+1,969Timeline
SDVDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,917 shares; 2025Q2: 22,844 shares; 2025Q3: 22,862 shares; 2025Q4: 42,129 shares 42,129$904K<0.01%+19,267Timeline
TAPRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,933 shares; 2025Q3: 34,933 shares; 2025Q4: 34,933 shares 34,933$904K<0.01%0Timeline
AOMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,165 shares; 2024Q4: 19,690 shares; 2025Q1: 19,474 shares; 2025Q2: 21,120 shares; 2025Q3: 20,089 shares; 2025Q4: 18,939 shares 18,939$904K<0.01%-1,150Timeline
AMXAMERICA MOVIL SAB DE CVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,697 shares; 2024Q4: 35,623 shares; 2025Q1: 38,922 shares; 2025Q2: 40,425 shares; 2025Q3: 40,175 shares; 2025Q4: 43,731 shares 43,731$904K<0.01%+3,556Timeline
ACMRACM RESH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,337 shares; 2025Q1: 15,224 shares; 2025Q2: 18,722 shares; 2025Q3: 22,634 shares; 2025Q4: 22,851 shares 22,851$901K<0.01%+217Timeline
HRHEALTHCARE RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,487 shares; 2024Q4: 26,786 shares; 2025Q1: 32,250 shares; 2025Q2: 46,517 shares; 2025Q3: 48,728 shares; 2025Q4: 53,177 shares 53,177$901K<0.01%+4,449Timeline
VKTXVIKING THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,352 shares; 2024Q4: 29,673 shares; 2025Q1: 28,849 shares; 2025Q2: 25,597 shares; 2025Q3: 25,328 shares; 2025Q4: 25,609 shares 25,609$901K<0.01%+281Timeline
WBSWEBSTER FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,804 shares; 2024Q4: 7,278 shares; 2025Q1: 7,454 shares; 2025Q2: 13,213 shares; 2025Q3: 13,109 shares; 2025Q4: 14,313 shares 14,313$901K<0.01%+1,204Timeline
CAGCONAGRA BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,789 shares; 2024Q4: 33,045 shares; 2025Q1: 38,336 shares; 2025Q2: 33,997 shares; 2025Q3: 35,081 shares; 2025Q4: 51,910 shares 51,910$899K<0.01%+16,829Timeline
CSWCSW INDUSTRIALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,612 shares; 2024Q4: 2,563 shares; 2025Q1: 2,959 shares; 2025Q2: 2,963 shares; 2025Q3: 2,774 shares; 2025Q4: 3,059 shares 3,059$898K<0.01%+285Timeline
SWXSOUTHWEST GAS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,583 shares; 2025Q2: 10,980 shares; 2025Q3: 11,188 shares; 2025Q4: 11,199 shares 11,199$896K<0.01%+11Timeline
HCIHCI GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,122 shares; 2025Q4: 4,674 shares 4,674$896K<0.01%+1,552Timeline
IHGINTERCONTINENTAL HOTELS GROUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,792 shares; 2024Q4: 8,232 shares; 2025Q1: 8,612 shares; 2025Q2: 7,697 shares; 2025Q3: 6,922 shares; 2025Q4: 6,358 shares 6,358$895K<0.01%-564Timeline
VEONVEON LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,039 shares; 2025Q4: 17,028 shares 17,028$895K<0.01%+5,989Timeline
PAASPAN AMERN SILVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,358 shares; 2025Q3: 16,125 shares; 2025Q4: 17,244 shares 17,244$893K<0.01%+1,119Timeline
SPLBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 61,122 shares; 2025Q1: 72,330 shares; 2025Q2: 56,239 shares; 2025Q3: 29,347 shares; 2025Q4: 39,558 shares 39,558$893K<0.01%+10,211Timeline
FXZFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,218 shares; 2024Q4: 12,061 shares; 2025Q1: 12,419 shares; 2025Q2: 12,803 shares; 2025Q3: 12,778 shares; 2025Q4: 13,776 shares 13,776$893K<0.01%+998Timeline
EVREVERCORE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,260 shares; 2024Q4: 4,850 shares; 2025Q1: 5,067 shares; 2025Q2: 3,754 shares; 2025Q3: 3,554 shares; 2025Q4: 2,618 shares 2,618$891K<0.01%-936Timeline
FMXFOMENTO ECONOMICO MEXICANO SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,993 shares; 2024Q4: 5,826 shares; 2025Q1: 5,834 shares; 2025Q2: 6,786 shares; 2025Q3: 7,031 shares; 2025Q4: 8,800 shares 8,800$889K<0.01%+1,769Timeline
AUBATLANTIC UN BANKSHARES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,797 shares; 2024Q4: 10,428 shares; 2025Q1: 12,925 shares; 2025Q2: 15,400 shares; 2025Q3: 25,044 shares; 2025Q4: 25,194 shares 25,194$889K<0.01%+150Timeline
ARRYARRAY TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,210 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,311 shares; 2025Q4: 96,422 shares 96,422$889K<0.01%+34,111Timeline
NXTNEXTPOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,091 shares; 2025Q2: 6,222 shares; 2025Q3: 18,905 shares; 2025Q4: 10,189 shares 10,189$888K<0.01%-8,716Timeline
HUTHUT 8 CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,297 shares 19,297$887K<0.01%newTimeline
TECKTECK RESOURCES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,982 shares; 2024Q4: 8,752 shares; 2025Q1: 11,821 shares; 2025Q2: 14,990 shares; 2025Q3: 12,583 shares; 2025Q4: 18,485 shares 18,485$885K<0.01%+5,902Timeline
UGIUGI CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,528 shares; 2024Q4: 18,888 shares; 2025Q1: 18,041 shares; 2025Q2: 20,930 shares; 2025Q3: 19,567 shares; 2025Q4: 23,648 shares 23,648$885K<0.01%+4,081Timeline
CLXCLOROX CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,959 shares; 2024Q4: 8,349 shares; 2025Q1: 12,001 shares; 2025Q2: 8,562 shares; 2025Q3: 8,931 shares; 2025Q4: 8,778 shares 8,778$885K<0.01%-153Timeline
UUPINVESCO DB US DLR INDEX TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 145,937 shares; 2025Q1: 99,666 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,730 shares 32,730$885K<0.01%newTimeline
FXDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,479 shares; 2024Q4: 13,629 shares; 2025Q1: 23,206 shares; 2025Q2: 13,328 shares; 2025Q3: 13,130 shares; 2025Q4: 12,904 shares 12,904$882K<0.01%-226Timeline
PGFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,144 shares; 2024Q4: 69,598 shares; 2025Q1: 76,035 shares; 2025Q2: 61,724 shares; 2025Q3: 62,775 shares; 2025Q4: 62,375 shares 62,375$882K<0.01%-400Timeline
NTRSNORTHERN TR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,505 shares; 2024Q4: 3,689 shares; 2025Q1: 4,985 shares; 2025Q2: 6,497 shares; 2025Q3: 6,369 shares; 2025Q4: 6,452 shares 6,452$881K<0.01%+83Timeline
ZZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,826 shares; 2024Q4: 7,290 shares; 2025Q1: 5,564 shares; 2025Q2: 11,328 shares; 2025Q3: 12,312 shares; 2025Q4: 12,864 shares 12,864$878K<0.01%+552Timeline
FIVEFIVE BELOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,890 shares; 2024Q4: 5,972 shares; 2025Q1: 6,127 shares; 2025Q2: 6,389 shares; 2025Q3: 5,398 shares; 2025Q4: 4,655 shares 4,655$877K<0.01%-743Timeline
QLVFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,180 shares; 2024Q4: 16,646 shares; 2025Q1: 13,409 shares; 2025Q2: 12,882 shares; 2025Q3: 12,383 shares; 2025Q4: 12,147 shares 12,147$875K<0.01%-236Timeline
ACADACADIA PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,802 shares; 2025Q2: 16,184 shares; 2025Q3: 22,311 shares; 2025Q4: 32,737 shares 32,737$874K<0.01%+10,426Timeline
SSRMSSR MINING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,842 shares; 2025Q3: 27,260 shares; 2025Q4: 39,798 shares 39,798$872K<0.01%+12,538Timeline
CCEPCOCA-COLA EUROPACIFIC PARTNEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,390 shares; 2024Q4: 9,610 shares; 2025Q1: 12,812 shares; 2025Q2: 9,180 shares; 2025Q3: 9,066 shares; 2025Q4: 9,607 shares 9,607$871K<0.01%+541Timeline
NINISOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,938 shares; 2024Q4: 15,940 shares; 2025Q1: 17,171 shares; 2025Q2: 17,112 shares; 2025Q3: 19,256 shares; 2025Q4: 20,857 shares 20,857$871K<0.01%+1,601Timeline
FDSFACTSET RESH SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,177 shares; 2024Q4: 2,302 shares; 2025Q1: 2,510 shares; 2025Q2: 2,507 shares; 2025Q3: 2,512 shares; 2025Q4: 2,999 shares 2,999$870K<0.01%+487Timeline
STLASTELLANTIS N.VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,629 shares; 2024Q4: 34,434 shares; 2025Q1: 46,719 shares; 2025Q2: 73,329 shares; 2025Q3: 72,886 shares; 2025Q4: 79,770 shares 79,770$869K<0.01%+6,884Timeline
DPZDOMINOS PIZZA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,014 shares; 2024Q4: 4,981 shares; 2025Q1: 5,925 shares; 2025Q2: 6,012 shares; 2025Q3: 2,206 shares; 2025Q4: 2,081 shares 2,081$867K<0.01%-125Timeline
TRUTRANSUNIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,946 shares; 2024Q4: 12,465 shares; 2025Q1: 12,976 shares; 2025Q2: 14,331 shares; 2025Q3: 10,160 shares; 2025Q4: 10,101 shares 10,101$866K<0.01%-59Timeline
PCMMBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,136 shares; 2025Q4: 17,251 shares 17,251$865K<0.01%+5,115Timeline
RSSBTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,744 shares; 2025Q3: 25,564 shares; 2025Q4: 30,706 shares 30,706$863K<0.01%+5,142Timeline
REETISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,763 shares; 2024Q4: 32,814 shares; 2025Q1: 33,112 shares; 2025Q2: 33,543 shares; 2025Q3: 30,915 shares; 2025Q4: 34,514 shares 34,514$861K<0.01%+3,599Timeline
QDTEROUNDHILL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,085 shares; 2025Q4: 27,890 shares 27,890$860K<0.01%+16,805Timeline
BOOTBOOT BARN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,470 shares; 2024Q4: 3,408 shares; 2025Q1: 4,169 shares; 2025Q2: 4,262 shares; 2025Q3: 4,053 shares; 2025Q4: 4,872 shares 4,872$860K<0.01%+819Timeline
SNDRSCHNEIDER NATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,987 shares; 2024Q4: 30,464 shares; 2025Q1: 34,279 shares; 2025Q2: 31,064 shares; 2025Q3: 30,897 shares; 2025Q4: 32,394 shares 32,394$859K<0.01%+1,497Timeline
EENI SPAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,144 shares; 2024Q4: 10,856 shares; 2025Q1: 9,207 shares; 2025Q2: 12,282 shares; 2025Q3: 18,722 shares; 2025Q4: 22,577 shares 22,577$857K<0.01%+3,855Timeline
ERICTELEFONAKTIEBOLAGET LM ERICSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,837 shares; 2024Q4: 77,132 shares; 2025Q1: 96,285 shares; 2025Q2: 95,858 shares; 2025Q3: 91,576 shares; 2025Q4: 88,758 shares 88,758$857K<0.01%-2,818Timeline
EXPEAGLE MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,421 shares; 2024Q4: 1,797 shares; 2025Q1: 3,032 shares; 2025Q2: 2,561 shares; 2025Q3: 3,040 shares; 2025Q4: 4,140 shares 4,140$856K<0.01%+1,100Timeline
NTRNUTRIEN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,109 shares; 2025Q2: 10,030 shares; 2025Q3: 11,143 shares; 2025Q4: 13,833 shares 13,833$854K<0.01%+2,690Timeline
SCISERVICE CORP INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,413 shares; 2024Q4: 6,628 shares; 2025Q1: 6,113 shares; 2025Q2: 5,891 shares; 2025Q3: 5,516 shares; 2025Q4: 10,931 shares 10,931$852K<0.01%+5,415Timeline
TKTEEKAY CORPORATION LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,412 shares; 2025Q1: 30,221 shares; 2025Q2: 41,899 shares; 2025Q3: 61,865 shares; 2025Q4: 94,372 shares 94,372$852K<0.01%+32,507Timeline
IYZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,592 shares; 2025Q3: 25,166 shares; 2025Q4: 25,134 shares 25,134$852K<0.01%-32Timeline
PTYPIMCO CORPORATE & INCOME OPPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,549 shares; 2024Q4: 45,939 shares; 2025Q1: 50,278 shares; 2025Q2: 53,572 shares; 2025Q3: 54,942 shares; 2025Q4: 65,947 shares 65,947$851K<0.01%+11,005Timeline
RMBSRAMBUS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,084 shares; 2025Q1: 5,967 shares; 2025Q2: 6,754 shares; 2025Q3: 7,334 shares; 2025Q4: 9,249 shares 9,249$850K<0.01%+1,915Timeline
XSOEWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,049 shares; 2024Q4: 16,714 shares; 2025Q1: 20,967 shares; 2025Q2: 20,057 shares; 2025Q3: 15,792 shares; 2025Q4: 21,745 shares 21,745$848K<0.01%+5,953Timeline
NUHYNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,271 shares 39,271$848K<0.01%newTimeline
ROBOEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,829 shares; 2024Q4: 13,980 shares; 2025Q1: 13,601 shares; 2025Q2: 11,127 shares; 2025Q3: 11,094 shares; 2025Q4: 12,217 shares 12,217$847K<0.01%+1,123Timeline
FPEIFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,341 shares; 2024Q4: 43,755 shares; 2025Q1: 35,960 shares; 2025Q2: 38,636 shares; 2025Q3: 37,591 shares; 2025Q4: 43,550 shares 43,550$844K<0.01%+5,959Timeline
LOPEGRAND CANYON ED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,740 shares; 2024Q4: 5,833 shares; 2025Q1: 6,892 shares; 2025Q2: 6,713 shares; 2025Q3: 5,786 shares; 2025Q4: 5,077 shares 5,077$844K<0.01%-709Timeline
CMSCMS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,479 shares; 2024Q4: 9,523 shares; 2025Q1: 9,645 shares; 2025Q2: 9,162 shares; 2025Q3: 8,679 shares; 2025Q4: 12,069 shares 12,069$844K<0.01%+3,390Timeline
PGYPAGAYA TECHNOLOGIES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,328 shares 40,328$843K<0.01%newTimeline
BMARINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,534 shares; 2024Q4: 7,654 shares; 2025Q1: 17,229 shares; 2025Q2: 16,782 shares; 2025Q3: 14,410 shares; 2025Q4: 15,886 shares 15,886$843K<0.01%+1,476Timeline
BCIABRDN ETFSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,801 shares; 2025Q1: 22,379 shares; 2025Q2: 30,236 shares; 2025Q3: 34,041 shares; 2025Q4: 43,053 shares 43,053$841K<0.01%+9,012Timeline
BF-BBROWN FORMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,584 shares; 2025Q1: 48,380 shares; 2025Q2: 46,378 shares; 2025Q3: 37,359 shares; 2025Q4: 32,175 shares 32,175$838K<0.01%-5,184Timeline
AORISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,441 shares; 2025Q2: 3,383 shares; 2025Q3: 13,129 shares; 2025Q4: 12,892 shares 12,892$838K<0.01%-237Timeline
TJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,820 shares; 2024Q4: 29,042 shares; 2025Q1: 29,150 shares; 2025Q2: 24,490 shares; 2025Q3: 35,016 shares; 2025Q4: 28,269 shares 28,269$836K<0.01%-6,747Timeline
FULFULLER H B COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,440 shares; 2024Q4: 13,396 shares; 2025Q1: 13,074 shares; 2025Q2: 14,100 shares; 2025Q3: 13,849 shares; 2025Q4: 14,052 shares 14,052$836K<0.01%+203Timeline
PSCWPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,900 shares; 2025Q3: 25,303 shares; 2025Q4: 29,956 shares 29,956$835K<0.01%+4,653Timeline
SLXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,836 shares 9,836$835K<0.01%newTimeline
PENNPENN ENTERTAINMENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,613 shares; 2024Q4: 44,079 shares; 2025Q1: 46,908 shares; 2025Q2: 56,795 shares; 2025Q3: 56,082 shares; 2025Q4: 56,447 shares 56,447$833K<0.01%+365Timeline
XHRXENIA HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,451 shares; 2024Q4: 16,737 shares; 2025Q1: 19,826 shares; 2025Q2: 26,062 shares; 2025Q3: 39,747 shares; 2025Q4: 58,826 shares 58,826$832K<0.01%+19,079Timeline
CGIBCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,846 shares; 2025Q3: 20,748 shares; 2025Q4: 32,776 shares 32,776$831K<0.01%+12,028Timeline
EXEEXPAND ENERGY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,475 shares; 2024Q4: 3,622 shares; 2025Q1: 5,038 shares; 2025Q2: 5,069 shares; 2025Q3: 5,093 shares; 2025Q4: 7,512 shares 7,512$829K<0.01%+2,419Timeline
SNSHARKNINJA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,760 shares; 2025Q4: 7,385 shares 7,385$826K<0.01%+2,625Timeline
WSOWATSCO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,917 shares; 2024Q4: 3,210 shares; 2025Q1: 3,440 shares; 2025Q2: 3,451 shares; 2025Q3: 2,984 shares; 2025Q4: 2,451 shares 2,451$826K<0.01%-533Timeline
ATIATI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,311 shares; 2024Q4: 5,913 shares; 2025Q1: 7,519 shares; 2025Q2: 6,918 shares; 2025Q3: 6,926 shares; 2025Q4: 7,189 shares 7,189$825K<0.01%+263Timeline
ARMARM HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,323 shares; 2024Q4: 6,823 shares; 2025Q1: 9,654 shares; 2025Q2: 7,340 shares; 2025Q3: 9,721 shares; 2025Q4: 7,547 shares 7,547$825K<0.01%-2,174Timeline
DJUNFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,382 shares; 2024Q4: 9,545 shares; 2025Q1: 13,011 shares; 2025Q2: 10,414 shares; 2025Q3: 12,725 shares; 2025Q4: 17,392 shares 17,392$823K<0.01%+4,667Timeline
RDNRADIAN GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,494 shares; 2024Q4: 13,870 shares; 2025Q1: 14,121 shares; 2025Q2: 15,680 shares; 2025Q3: 16,833 shares; 2025Q4: 22,660 shares 22,660$816K<0.01%+5,827Timeline
DMXFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,086 shares; 2024Q4: 126,145 shares; 2025Q1: 87,106 shares; 2025Q2: 85,287 shares; 2025Q3: 10,290 shares; 2025Q4: 10,847 shares 10,847$815K<0.01%+557Timeline
FGDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,879 shares; 2025Q3: 30,017 shares; 2025Q4: 26,925 shares 26,925$815K<0.01%-3,092Timeline
ALGMALLEGRO MICROSYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,892 shares 30,892$815K<0.01%newTimeline
QUREUNIQURE NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,937 shares 33,937$812K<0.01%newTimeline
QCLNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,410 shares; 2024Q4: 13,198 shares; 2025Q1: 10,567 shares; 2025Q2: 10,049 shares; 2025Q3: 5,891 shares; 2025Q4: 18,200 shares 18,200$812K<0.01%+12,309Timeline
BYDBOYD GAMING CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,092 shares; 2025Q4: 9,505 shares 9,505$810K<0.01%-587Timeline
QMARFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,141 shares; 2024Q4: 26,538 shares; 2025Q1: 27,038 shares; 2025Q2: 25,596 shares; 2025Q3: 24,548 shares; 2025Q4: 24,548 shares 24,548$810K<0.01%0Timeline
PZTINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,438 shares; 2024Q4: 30,555 shares; 2025Q1: 30,452 shares; 2025Q2: 29,872 shares; 2025Q3: 33,424 shares; 2025Q4: 36,283 shares 36,283$810K<0.01%+2,859Timeline
ITTITT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,070 shares; 2024Q4: 5,323 shares; 2025Q1: 3,978 shares; 2025Q2: 3,844 shares; 2025Q3: 4,375 shares; 2025Q4: 4,639 shares 4,639$805K<0.01%+264Timeline
CASHPATHWARD FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,793 shares; 2025Q2: 6,538 shares; 2025Q3: 12,302 shares; 2025Q4: 11,294 shares 11,294$802K<0.01%-1,008Timeline
DCORDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,951 shares; 2025Q1: 7,476 shares; 2025Q2: 8,438 shares; 2025Q3: 5,745 shares; 2025Q4: 10,885 shares 10,885$801K<0.01%+5,140Timeline
OLLIOLLIES BARGAIN OUTLET HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,930 shares; 2024Q4: 11,013 shares; 2025Q1: 12,723 shares; 2025Q2: 11,896 shares; 2025Q3: 10,328 shares; 2025Q4: 7,296 shares 7,296$800K<0.01%-3,032Timeline
CSLCARLISLE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,605 shares; 2024Q4: 2,658 shares; 2025Q1: 2,662 shares; 2025Q2: 3,107 shares; 2025Q3: 2,470 shares; 2025Q4: 2,497 shares 2,497$799K<0.01%+27Timeline
NUMVNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,635 shares; 2024Q4: 6,667 shares; 2025Q1: 6,650 shares; 2025Q2: 8,916 shares; 2025Q3: 7,319 shares; 2025Q4: 20,390 shares 20,390$797K<0.01%+13,071Timeline
ACMAECOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,045 shares; 2024Q4: 8,851 shares; 2025Q1: 14,402 shares; 2025Q2: 14,149 shares; 2025Q3: 9,425 shares; 2025Q4: 8,355 shares 8,355$796K<0.01%-1,070Timeline
ZSEPINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,551 shares; 2024Q4: 16,049 shares; 2025Q1: 16,013 shares; 2025Q2: 16,012 shares; 2025Q3: 25,404 shares; 2025Q4: 29,721 shares 29,721$796K<0.01%+4,317Timeline
WTAIWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,422 shares; 2024Q4: 18,151 shares; 2025Q1: 18,920 shares; 2025Q2: 22,151 shares; 2025Q3: 22,050 shares; 2025Q4: 27,230 shares 27,230$793K<0.01%+5,180Timeline
FNCLFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,931 shares; 2024Q4: 3,509 shares; 2025Q1: 50,752 shares; 2025Q2: 13,111 shares; 2025Q3: 10,895 shares; 2025Q4: 10,200 shares 10,200$793K<0.01%-695Timeline
FOURSHIFT4 PMTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,699 shares; 2024Q4: 12,675 shares; 2025Q1: 15,107 shares; 2025Q2: 15,561 shares; 2025Q3: 18,484 shares; 2025Q4: 12,581 shares 12,581$792K<0.01%-5,903Timeline
UMAYINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,113 shares; 2024Q4: 8,113 shares; 2025Q1: 6,813 shares; 2025Q2: 21,583 shares; 2025Q3: 21,583 shares; 2025Q4: 21,583 shares 21,583$789K<0.01%0Timeline
BITOPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,050 shares; 2024Q4: 29,431 shares; 2025Q1: 60,065 shares; 2025Q2: 62,197 shares; 2025Q3: 73,742 shares; 2025Q4: 64,739 shares 64,739$787K<0.01%-9,003Timeline
EWTISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,930 shares; 2024Q4: 14,405 shares; 2025Q1: 11,402 shares; 2025Q2: 8,129 shares; 2025Q3: 11,356 shares; 2025Q4: 12,391 shares 12,391$787K<0.01%+1,035Timeline
CFLTCONFLUENT INC-CLASS AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,830 shares; 2025Q3: 26,439 shares; 2025Q4: 26,008 shares 26,008$786K<0.01%-431Timeline
EGEVEREST GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,143 shares; 2024Q4: 1,758 shares; 2025Q1: 2,373 shares; 2025Q2: 1,971 shares; 2025Q3: 2,407 shares; 2025Q4: 2,316 shares 2,316$786K<0.01%-91Timeline
DJULFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,532 shares; 2024Q4: 26,673 shares; 2025Q1: 25,395 shares; 2025Q2: 6,980 shares; 2025Q3: 12,093 shares; 2025Q4: 16,511 shares 16,511$785K<0.01%+4,418Timeline
VIKVIKING HOLDINGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,326 shares; 2025Q3: 10,577 shares; 2025Q4: 10,992 shares 10,992$785K<0.01%+415Timeline
CRBGCOREBRIDGE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,170 shares; 2024Q4: 18,621 shares; 2025Q1: 25,296 shares; 2025Q2: 25,379 shares; 2025Q3: 27,169 shares; 2025Q4: 25,999 shares 25,999$784K<0.01%-1,170Timeline
BJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,047 shares; 2024Q4: 15,868 shares; 2025Q1: 27,771 shares; 2025Q2: 27,091 shares; 2025Q3: 27,027 shares; 2025Q4: 14,203 shares 14,203$782K<0.01%-12,824Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,309 shares; 2024Q4: 6,159 shares; 2025Q1: 6,512 shares; 2025Q2: 6,585 shares; 2025Q3: 6,656 shares; 2025Q4: 7,924 shares 7,924$781K<0.01%+1,268Timeline
CRPTFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,432 shares; 2025Q2: 34,258 shares; 2025Q3: 44,031 shares; 2025Q4: 51,958 shares 51,958$780K<0.01%+7,927Timeline
COLDAMERICOLD REALTY TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,558 shares; 2024Q4: 45,466 shares; 2025Q1: 66,003 shares; 2025Q2: 65,332 shares; 2025Q3: 63,313 shares; 2025Q4: 60,584 shares 60,584$779K<0.01%-2,729Timeline
BJUNINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,800 shares; 2024Q4: 12,610 shares; 2025Q1: 11,644 shares; 2025Q2: 17,232 shares; 2025Q3: 15,033 shares; 2025Q4: 16,635 shares 16,635$778K<0.01%+1,602Timeline
ABEVAMBEV SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,594 shares; 2024Q4: 192,567 shares; 2025Q1: 184,516 shares; 2025Q2: 212,479 shares; 2025Q3: 262,124 shares; 2025Q4: 314,019 shares 314,019$776K<0.01%+51,895Timeline
HYLBDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,652 shares; 2024Q4: 13,352 shares; 2025Q1: 19,912 shares; 2025Q2: 20,186 shares; 2025Q3: 19,562 shares; 2025Q4: 20,965 shares 20,965$772K<0.01%+1,403Timeline
BUXXEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,230 shares; 2024Q4: 23,611 shares; 2025Q1: 25,034 shares; 2025Q2: 31,248 shares; 2025Q3: 30,072 shares; 2025Q4: 38,131 shares 38,131$772K<0.01%+8,059Timeline
GOCTFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,035 shares; 2025Q1: 15,035 shares; 2025Q2: 16,024 shares; 2025Q3: 15,666 shares; 2025Q4: 19,611 shares 19,611$771K<0.01%+3,945Timeline
MQYBLACKROCK MUNIYILD QULT FD IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,451 shares; 2024Q4: 53,697 shares; 2025Q1: 57,672 shares; 2025Q2: 58,226 shares; 2025Q3: 62,282 shares; 2025Q4: 68,076 shares 68,076$769K<0.01%+5,794Timeline
PNQIINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,736 shares; 2024Q4: 51,976 shares; 2025Q1: 51,555 shares; 2025Q2: 52,049 shares; 2025Q3: 52,918 shares; 2025Q4: 14,242 shares 14,242$768K<0.01%-38,676Timeline
HALOHALOZYME THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,779 shares; 2024Q4: 11,073 shares; 2025Q1: 13,363 shares; 2025Q2: 11,020 shares; 2025Q3: 10,882 shares; 2025Q4: 11,414 shares 11,414$768K<0.01%+532Timeline
GNRSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,277 shares; 2024Q4: 10,571 shares; 2025Q1: 11,821 shares; 2025Q2: 11,557 shares; 2025Q3: 8,613 shares; 2025Q4: 12,356 shares 12,356$768K<0.01%+3,743Timeline
FULTFULTON FINL CORP PAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,971 shares; 2024Q4: 27,091 shares; 2025Q1: 30,114 shares; 2025Q2: 32,018 shares; 2025Q3: 35,785 shares; 2025Q4: 39,700 shares 39,700$767K<0.01%+3,915Timeline
FYLDCAMBRIA ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,589 shares; 2024Q4: 11,601 shares; 2025Q1: 8,683 shares; 2025Q2: 24,368 shares; 2025Q3: 25,461 shares; 2025Q4: 23,619 shares 23,619$767K<0.01%-1,842Timeline
TFLRT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,907 shares 14,907$766K<0.01%newTimeline
PIEINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,997 shares; 2024Q4: 20,582 shares; 2025Q1: 18,382 shares; 2025Q2: 18,487 shares; 2025Q3: 31,157 shares; 2025Q4: 32,360 shares 32,360$765K<0.01%+1,203Timeline
HPHELMERICH & PAYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,034 shares; 2024Q4: 28,852 shares; 2025Q1: 30,519 shares; 2025Q2: 34,416 shares; 2025Q3: 23,984 shares; 2025Q4: 26,666 shares 26,666$765K<0.01%+2,682Timeline
ADXADAMS DIVERSIFIED EQUITY FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,581 shares; 2024Q4: 41,934 shares; 2025Q1: 42,177 shares; 2025Q2: 43,058 shares; 2025Q3: 32,327 shares; 2025Q4: 32,763 shares 32,763$764K<0.01%+436Timeline
TASKTASKUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 64,795 shares 64,795$764K<0.01%newTimeline
BEBLOOM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,024 shares; 2025Q4: 8,774 shares 8,774$762K<0.01%+750Timeline
VFMOVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,634 shares; 2024Q4: 4,215 shares; 2025Q1: 3,876 shares; 2025Q2: 3,933 shares; 2025Q3: 3,441 shares; 2025Q4: 3,980 shares 3,980$761K<0.01%+539Timeline
LRGFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,227 shares; 2024Q4: 103,947 shares; 2025Q1: 15,551 shares; 2025Q2: 11,758 shares; 2025Q3: 10,528 shares; 2025Q4: 10,927 shares 10,927$759K<0.01%+399Timeline
OWLBLUE OWL CAPITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,424 shares; 2024Q4: 13,151 shares; 2025Q1: 18,852 shares; 2025Q2: 28,146 shares; 2025Q3: 30,102 shares; 2025Q4: 50,717 shares 50,717$758K<0.01%+20,615Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1$755K<0.01%0Timeline
CPSLCALAMOS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,398 shares; 2025Q1: 33,957 shares; 2025Q2: 37,740 shares; 2025Q3: 38,586 shares; 2025Q4: 27,691 shares 27,691$753K<0.01%-10,895Timeline
CEFZELEVATION SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 92,890 shares; 2025Q4: 91,866 shares 91,866$752K<0.01%-1,024Timeline
ONTOONTO INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,718 shares; 2024Q4: 2,466 shares; 2025Q1: 2,862 shares; 2025Q2: 2,453 shares; 2025Q3: 3,365 shares; 2025Q4: 4,765 shares 4,765$752K<0.01%+1,400Timeline
ACWVISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,494 shares; 2024Q4: 6,361 shares; 2025Q1: 5,271 shares; 2025Q2: 5,639 shares; 2025Q3: 5,954 shares; 2025Q4: 6,328 shares 6,328$751K<0.01%+374Timeline
IVOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,840 shares; 2024Q4: 7,906 shares; 2025Q1: 8,060 shares; 2025Q2: 8,288 shares; 2025Q3: 6,753 shares; 2025Q4: 7,403 shares 7,403$748K<0.01%+650Timeline
JMSIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,645 shares; 2024Q4: 10,742 shares; 2025Q1: 10,236 shares; 2025Q2: 10,333 shares; 2025Q3: 9,044 shares; 2025Q4: 14,828 shares 14,828$747K<0.01%+5,784Timeline
EOCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,447 shares 23,447$742K<0.01%newTimeline
NEXTNEXTDECADE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 73,494 shares; 2025Q4: 140,700 shares 140,700$741K<0.01%+67,206Timeline
FTMSPUTNAM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 74,550 shares 74,550$740K<0.01%newTimeline
IBDTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,906 shares; 2024Q4: 17,794 shares; 2025Q1: 21,273 shares; 2025Q2: 25,126 shares; 2025Q3: 28,527 shares; 2025Q4: 29,050 shares 29,050$739K<0.01%+523Timeline
HLNEHAMILTON LANE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,680 shares; 2024Q4: 2,633 shares; 2025Q1: 3,481 shares; 2025Q2: 5,918 shares; 2025Q3: 5,017 shares; 2025Q4: 5,497 shares 5,497$738K<0.01%+480Timeline

Sold out in Q4 2025

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

The largest 100 of 135. All 135

SecurityShares beforeValue beforeType
INVESCO BULLETSHARES 2025 CBINVESCO BULLETSHARES 2025 CB1,293,797$26.8Mshares
UNILEVER PLCUNILEVER PLC302,114$17.9Mshares
FHDGFIRST TR EXCHNG TRADED FD VI403,924$13.3Mshares
TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADR186,599$11.1Mshares
MFSIMFS ACTIVE EXCHANGE TRADED F196,313$5.8Mshares
WINNHARBOR ETF TRUST133,690$4.17Mshares
ISHARES IBONDS DEC 2025 TERMISHARES IBONDS DEC 2025 TERM157,818$3.98Mshares
SPGMSPDR INDEX SHS FDS50,855$3.81Mshares
JOETVIRTUS ETF TR II70,698$3.04Mshares
HEZUISHARES TR59,945$2.53Mshares
AREALEXANDRIA REAL ESTATE EQ IN27,491$2.29Mshares
INVESCO EXCH TRD SLF IDX FDINVESCO EXCH TRD SLF IDX FD98,311$2.27Mshares
OSCROSCAR HEALTH INC119,048$2.25Mshares
MR COOPER GROUP INCMR COOPER GROUP INC9,914$2.09Mshares
INVESCOINVESCO81,539$2Mshares
RNAMAVIDITY BIOSCIENCES INC44,849$1.95Mshares
ISHARES TRISHARES TR83,742$1.94Mshares
EWQISHARES INC43,475$1.91Mshares
BITWISE CRYPTO INDUSTRY INN…BITWISE CRYPTO INDUSTRY INNOVATOR…73,774$1.85Mshares
LRNSTRIDE INC11,565$1.72Mshares
MOSMOSAIC CO36,965$1.28Mshares
DURAVANECK ETF TRUST35,094$1.19Mshares
BZHBEAZER HOMES USA INC47,704$1.17Mshares
KDKYNDRYL HLDGS INC38,806$1.17Mshares
OPFIOPPFI INC92,143$1.04Mshares
NWSNEWS CORP NEW28,306$978Kshares
INTERPUBLIC GROUP COSINTERPUBLIC GROUP COS34,897$974Kshares
FBOTFIDELITY COVINGTON TRUST29,286$959Kshares
LEUCENTRUS ENERGY CORP2,830$878Kshares
CUSHMAN & WAKEFIELD UK HOLDCCUSHMAN & WAKEFIELD UK HOLDC53,525$852Kshares
PBIPITNEY BOWES INC74,653$852Kshares
AVMCAMERICAN CENTY ETF TR11,992$834Kshares
QQQHNEOS ETF TRUST15,030$818Kshares
DXPEDXP ENTERPRISES INC6,803$810Kshares
ISHARES TRISHARES TR33,258$777Kshares
EJULINNOVATOR ETFS TRUST25,461$737Kshares
KKELLANOVA8,714$715Kshares
CHYMCHIME FINL INC34,909$704Kshares
HANESBRANDS INCHANESBRANDS INC104,570$689Kshares
UGAUNITED STS GASOLINE FD LP7,754$500Kshares
PHDGINVESCO ACTIVELY MANAGED EXC13,368$498Kshares
FCBDADVISORS INNER CIRCLE FD II18,511$474Kshares
ASHASHLAND INC9,308$446Kshares
TPHTRI POINTE HOMES INC12,537$426Kshares
ALGNALIGN TECHNOLOGY INC3,332$417Kshares
CMPCOMPASS MINERALS INTL INC21,377$410Kshares
AAPADVANCE AUTO PARTS INC6,412$394Kshares
NWSANEWS CORP NEW12,574$386Kshares
LNTHLANTHEUS HLDGS INC7,365$378Kshares
CBTCABOT CORP4,943$376Kshares
CARTMAPLEBEAR INC9,854$362Kshares
EXIISHARES TR2,094$362Kshares
NNENANO NUCLEAR ENERGY INC9,350$361Kshares
BSMBLACK STONE MINERALS L P27,233$358Kshares
FEBMFIRST TR EXCHNG TRADED FD VI11,876$355Kshares
CNSCOHEN & STEERS INC5,267$346Kshares
CECELANESE CORP DEL8,194$345Kshares
BHFBRIGHTHOUSE FINL INC6,310$335Kshares
TSTENARIS S A9,115$326Kshares
SMSM ENERGY COMPANY13,022$325Kshares
PAMPAMPA ENERGIA SA5,407$325Kshares
DVADAVITA INC2,399$319Kshares
LTBRLIGHTBRIDGE CORP14,640$311Kshares
DOCSDOXIMITY INC4,206$308Kshares
GRBKGREEN BRICK PARTNERS INC4,141$306Kshares
POWIPOWER INTEGRATIONS INC7,510$302Kshares
BUFSFIRST TR EXCHNG TRADED FD VI13,140$295Kshares
JPMEJ P MORGAN EXCHANGE TRADED F2,699$293Kshares
FMAGFIDELITY COVINGTON TRUST8,289$292Kshares
SEDGSOLAREDGE TECHNOLOGIES INC7,876$291Kshares
EWZSISHARES TR20,906$291Kshares
TSMETHRIVENT ETF TRUST6,930$288Kshares
TFXTELEFLEX INCORPORATED2,323$284Kshares
YieldMax MSTR Option Income…YieldMax MSTR Option Income Strat…19,852$277Kshares
FCGFIRST TR EXCHANGE-TRADED FD11,732$276Kshares
FFBC1ST FINL BANCORP10,786$272Kshares
IPORENAISSANCE CAP GREENWICH FD5,465$271Kshares
AGCOAGCO CORP2,515$269Kshares
PRMBPRIMO BRANDS CORPORATION12,029$266Kshares
SAILSAILPOINT INC11,494$254Kshares
QUBTQUANTUM COMPUTING INC13,636$251Kshares
FUTUFUTU HLDGS LTD1,420$247Kshares
PZZAPAPA JOHNS INTL INC5,072$244Kshares
FINXGLOBAL X FDS7,047$236Kshares
EHEHANG HLDGS LTD12,554$233Kshares
RELYREMITLY GLOBAL INC14,181$231Kshares
WSBCWESBANCO INC7,191$230Kshares
AINALBANY INTL CORP4,263$227Kshares
MPVBARINGS PARTN INVS11,188$225Kshares
TIDAL TR IITIDAL TR II23,425$221Kshares
ROUNDHILLROUNDHILL40,268$220Kshares
CPLSAB ACTIVE ETFS INC6,124$220Kshares
PRGOPERRIGO CO PLC9,865$220Kshares
MASIMASIMO CORP1,479$218Kshares
KORPAMERICAN CENTY ETF TR4,450$212Kshares
SRADSPORTRADAR GROUP AG7,811$210Kshares
PAGPENSKE AUTOMOTIVE GRP INC1,182$205Kshares
MTRNMATERION CORP1,701$205Kshares
FCPTFOUR CORNERS PPTY TR INC8,391$205Kshares
BTCWWISDOMTREE BITCOIN FD1,686$204Kshares

How Q4 2025 was built

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

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000701059-26-000002 base2026-02-13acceptance time not in the bulk data set