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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
IHAKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,977 shares; 2024Q4: 18,335 shares; 2025Q1: 18,522 shares; 2025Q2: 19,711 shares; 2025Q3: 20,094 shares; 2025Q4: 15,315 shares 15,315$737K<0.01%-4,779Timeline
TAPMOLSON COORS BEVERAGE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,323 shares; 2024Q4: 18,728 shares; 2025Q1: 28,434 shares; 2025Q2: 20,608 shares; 2025Q3: 19,460 shares; 2025Q4: 15,720 shares 15,720$734K<0.01%-3,740Timeline
JFLXJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,930 shares; 2025Q4: 14,607 shares 14,607$734K<0.01%-21,323Timeline
MODMODINE MFG 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: 3,488 shares; 2025Q4: 5,490 shares 5,490$733K<0.01%+2,002Timeline
STWDSTARWOOD PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,976 shares; 2024Q4: 28,486 shares; 2025Q1: 32,987 shares; 2025Q2: 35,187 shares; 2025Q3: 49,345 shares; 2025Q4: 40,643 shares 40,643$732K<0.01%-8,702Timeline
CVCOCAVCO INDS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 914 shares; 2024Q4: 951 shares; 2025Q1: 1,080 shares; 2025Q2: 925 shares; 2025Q3: 1,269 shares; 2025Q4: 1,238 shares 1,238$731K<0.01%-31Timeline
TKRTIMKEN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,790 shares; 2024Q4: 6,617 shares; 2025Q1: 6,723 shares; 2025Q2: 6,784 shares; 2025Q3: 7,036 shares; 2025Q4: 8,659 shares 8,659$729K<0.01%+1,623Timeline
BRXBRIXMOR PPTY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,970 shares; 2025Q1: 15,460 shares; 2025Q2: 21,050 shares; 2025Q3: 24,160 shares; 2025Q4: 27,777 shares 27,777$728K<0.01%+3,617Timeline
PSCIINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,557 shares; 2024Q4: 7,565 shares; 2025Q1: 5,042 shares; 2025Q2: 4,403 shares; 2025Q3: 4,552 shares; 2025Q4: 4,826 shares 4,826$724K<0.01%+274Timeline
CNRCORE NATURAL RESOURCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,705 shares; 2025Q2: not reported; 2025Q3: 8,208 shares; 2025Q4: 8,163 shares 8,163$723K<0.01%-45Timeline
PEVERPURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,609 shares; 2024Q4: 17,542 shares; 2025Q1: 17,494 shares; 2025Q2: 14,857 shares; 2025Q3: 13,553 shares; 2025Q4: 10,759 shares 10,759$721K<0.01%-2,794Timeline
VCTRVICTORY CAP HLDGS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,621 shares; 2025Q3: 11,380 shares; 2025Q4: 11,422 shares 11,422$721K<0.01%+42Timeline
YMAGTIDAL 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: not reported; 2025Q3: 10,494 shares; 2025Q4: 50,404 shares 50,404$717K<0.01%+39,910Timeline
SUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,805 shares; 2024Q4: 97,113 shares; 2025Q1: 33,815 shares; 2025Q2: 28,452 shares; 2025Q3: 23,193 shares; 2025Q4: 28,311 shares 28,311$715K<0.01%+5,118Timeline
LFUSLITTELFUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,862 shares; 2024Q4: 1,747 shares; 2025Q1: 1,771 shares; 2025Q2: 2,701 shares; 2025Q3: 2,735 shares; 2025Q4: 2,810 shares 2,810$711K<0.01%+75Timeline
PBPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,212 shares; 2025Q3: 27,152 shares; 2025Q4: 30,992 shares 30,992$708K<0.01%+3,840Timeline
FEMFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,100 shares; 2024Q4: 37,454 shares; 2025Q1: 38,994 shares; 2025Q2: 25,992 shares; 2025Q3: 25,023 shares; 2025Q4: 25,840 shares 25,840$707K<0.01%+817Timeline
LGNDLIGAND PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,094 shares; 2024Q4: 2,464 shares; 2025Q1: 3,144 shares; 2025Q2: 3,495 shares; 2025Q3: 3,962 shares; 2025Q4: 3,734 shares 3,734$706K<0.01%-228Timeline
KJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,371 shares; 2024Q4: 13,754 shares; 2025Q1: 14,547 shares; 2025Q2: 14,384 shares; 2025Q3: 18,577 shares; 2025Q4: 22,268 shares 22,268$706K<0.01%+3,691Timeline
BCBRUNSWICK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,119 shares; 2024Q4: 7,483 shares; 2025Q1: 7,830 shares; 2025Q2: 10,288 shares; 2025Q3: 11,708 shares; 2025Q4: 9,491 shares 9,491$705K<0.01%-2,217Timeline
PINKSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,808 shares; 2024Q4: 7,838 shares; 2025Q1: 8,703 shares; 2025Q2: 6,926 shares; 2025Q3: not reported; 2025Q4: 19,231 shares 19,231$704K<0.01%newTimeline
LADRLADDER CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,565 shares; 2024Q4: 38,852 shares; 2025Q1: 45,539 shares; 2025Q2: 47,395 shares; 2025Q3: 54,138 shares; 2025Q4: 63,921 shares 63,921$702K<0.01%+9,783Timeline
SRVRPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,831 shares; 2024Q4: 43,192 shares; 2025Q1: 41,225 shares; 2025Q2: 36,132 shares; 2025Q3: 29,021 shares; 2025Q4: 24,475 shares 24,475$701K<0.01%-4,546Timeline
GRPMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,496 shares; 2024Q4: 7,698 shares; 2025Q1: 4,418 shares; 2025Q2: 5,367 shares; 2025Q3: 5,095 shares; 2025Q4: 5,837 shares 5,837$700K<0.01%+742Timeline
EAELECTRONIC ARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,437 shares; 2024Q4: 9,049 shares; 2025Q1: 4,556 shares; 2025Q2: 11,439 shares; 2025Q3: 9,930 shares; 2025Q4: 3,426 shares 3,426$700K<0.01%-6,504Timeline
ALAIR LEASE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,122 shares; 2024Q4: 47,250 shares; 2025Q1: 51,270 shares; 2025Q2: 55,167 shares; 2025Q3: 51,856 shares; 2025Q4: 10,891 shares 10,891$700K<0.01%-40,965Timeline
PALLABRDN PALLADIUM 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: 8,696 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,807 shares 4,807$699K<0.01%newTimeline
IDAIDACORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,332 shares; 2024Q4: 3,782 shares; 2025Q1: 5,067 shares; 2025Q2: 5,427 shares; 2025Q3: 5,370 shares; 2025Q4: 5,520 shares 5,520$699K<0.01%+150Timeline
DUKXNORTHERN LIGHTS FD 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: 27,171 shares; 2025Q4: 26,876 shares 26,876$698K<0.01%-295Timeline
VFMFVANGUARD 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: not reported; 2025Q3: not reported; 2025Q4: 4,628 shares 4,628$697K<0.01%newTimeline
CRCRANE COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,377 shares; 2024Q4: 2,522 shares; 2025Q1: 2,640 shares; 2025Q2: 2,931 shares; 2025Q3: 2,906 shares; 2025Q4: 3,778 shares 3,778$697K<0.01%+872Timeline
NICENICE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,503 shares; 2024Q4: 3,742 shares; 2025Q1: 4,041 shares; 2025Q2: 8,472 shares; 2025Q3: 10,498 shares; 2025Q4: 6,158 shares 6,158$696K<0.01%-4,340Timeline
PBDCPUTNAM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,393 shares; 2024Q4: 16,187 shares; 2025Q1: 12,904 shares; 2025Q2: 13,487 shares; 2025Q3: 14,561 shares; 2025Q4: 22,741 shares 22,741$696K<0.01%+8,180Timeline
PEGAPEGASYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,625 shares; 2025Q3: 10,861 shares; 2025Q4: 11,632 shares 11,632$695K<0.01%+771Timeline
FNYFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,641 shares; 2024Q4: 9,717 shares; 2025Q1: 8,702 shares; 2025Q2: 8,709 shares; 2025Q3: 8,446 shares; 2025Q4: 7,600 shares 7,600$693K<0.01%-846Timeline
MCHIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,800 shares; 2024Q4: 10,631 shares; 2025Q1: 9,642 shares; 2025Q2: 11,681 shares; 2025Q3: 12,348 shares; 2025Q4: 11,532 shares 11,532$693K<0.01%-816Timeline
SPXNPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,929 shares; 2025Q2: 13,994 shares; 2025Q3: 8,801 shares; 2025Q4: 9,338 shares 9,338$691K<0.01%+537Timeline
LIILENNOX INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,631 shares; 2024Q4: 2,428 shares; 2025Q1: 3,996 shares; 2025Q2: 3,314 shares; 2025Q3: 2,063 shares; 2025Q4: 1,420 shares 1,420$689K<0.01%-643Timeline
GNRCGENERAC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,070 shares; 2024Q4: 8,317 shares; 2025Q1: 5,738 shares; 2025Q2: 4,876 shares; 2025Q3: 4,963 shares; 2025Q4: 5,051 shares 5,051$689K<0.01%+88Timeline
PRVAPRIVIA HEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,636 shares; 2024Q4: 20,085 shares; 2025Q1: 21,082 shares; 2025Q2: 20,906 shares; 2025Q3: 17,268 shares; 2025Q4: 29,045 shares 29,045$689K<0.01%+11,777Timeline
HYFIAB ACTIVE ETFS 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: 18,311 shares 18,311$688K<0.01%newTimeline
CHDCHURCH & DWIGHT CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,630 shares; 2024Q4: 15,031 shares; 2025Q1: 13,111 shares; 2025Q2: 13,295 shares; 2025Q3: 14,586 shares; 2025Q4: 8,197 shares 8,197$687K<0.01%-6,389Timeline
SYFIAB ACTIVE ETFS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,505 shares; 2025Q1: 17,995 shares; 2025Q2: 19,478 shares; 2025Q3: 11,676 shares; 2025Q4: 19,089 shares 19,089$686K<0.01%+7,413Timeline
PBRPETROLEO BRASILEIRO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,169 shares; 2024Q4: 55,057 shares; 2025Q1: 69,112 shares; 2025Q2: 52,422 shares; 2025Q3: 60,631 shares; 2025Q4: 57,806 shares 57,806$685K<0.01%-2,825Timeline
RAAXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,860 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,508 shares; 2025Q4: 19,566 shares 19,566$683K<0.01%+58Timeline
QBTSD-WAVE QUANTUM 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: 23,572 shares; 2025Q3: 24,153 shares; 2025Q4: 26,127 shares 26,127$683K<0.01%+1,974Timeline
ACLSAXCELIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,725 shares; 2025Q4: 8,490 shares 8,490$682K<0.01%+4,765Timeline
FPXIFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,875 shares; 2024Q4: 12,066 shares; 2025Q1: 12,560 shares; 2025Q2: 11,928 shares; 2025Q3: 11,605 shares; 2025Q4: 11,520 shares 11,520$681K<0.01%-85Timeline
STLDSTEEL DYNAMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,628 shares; 2024Q4: 3,960 shares; 2025Q1: 5,066 shares; 2025Q2: 2,634 shares; 2025Q3: 3,861 shares; 2025Q4: 4,018 shares 4,018$681K<0.01%+157Timeline
STPZPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,818 shares; 2024Q4: 12,675 shares; 2025Q1: 12,663 shares; 2025Q2: 12,816 shares; 2025Q3: 10,880 shares; 2025Q4: 12,666 shares 12,666$680K<0.01%+1,786Timeline
FDGAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,933 shares; 2024Q4: 4,668 shares; 2025Q1: 4,646 shares; 2025Q2: 5,439 shares; 2025Q3: 5,496 shares; 2025Q4: 5,350 shares 5,350$679K<0.01%-146Timeline
FTAIFTAI AVIATION LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,166 shares; 2024Q4: 2,179 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,919 shares; 2025Q4: 3,444 shares 3,444$678K<0.01%+1,525Timeline
KBWDINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,348 shares; 2024Q4: 28,098 shares; 2025Q1: 27,466 shares; 2025Q2: 28,716 shares; 2025Q3: 47,862 shares; 2025Q4: 49,548 shares 49,548$677K<0.01%+1,686Timeline
JULTAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,411 shares; 2024Q4: 15,565 shares; 2025Q1: 15,443 shares; 2025Q2: 15,395 shares; 2025Q3: 15,100 shares; 2025Q4: 15,061 shares 15,061$676K<0.01%-39Timeline
OTTROTTER TAIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,186 shares; 2024Q4: 5,351 shares; 2025Q1: 7,187 shares; 2025Q2: 7,373 shares; 2025Q3: 7,782 shares; 2025Q4: 8,331 shares 8,331$673K<0.01%+549Timeline
CRUSCIRRUS LOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,119 shares; 2024Q4: 4,290 shares; 2025Q1: 6,496 shares; 2025Q2: 6,625 shares; 2025Q3: 5,831 shares; 2025Q4: 5,661 shares 5,661$671K<0.01%-170Timeline
LSTRLANDSTAR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,551 shares; 2024Q4: 3,357 shares; 2025Q1: 3,683 shares; 2025Q2: 3,967 shares; 2025Q3: 3,931 shares; 2025Q4: 4,662 shares 4,662$670K<0.01%+731Timeline
VTESVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,115 shares; 2024Q4: 3,533 shares; 2025Q1: 7,012 shares; 2025Q2: 6,602 shares; 2025Q3: 4,890 shares; 2025Q4: 6,570 shares 6,570$667K<0.01%+1,680Timeline
BTTBLACKROCK MUN TARGET TERM TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,666 shares; 2025Q1: 12,720 shares; 2025Q2: 15,075 shares; 2025Q3: 17,139 shares; 2025Q4: 29,241 shares 29,241$667K<0.01%+12,102Timeline
FBTFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,888 shares; 2024Q4: 4,052 shares; 2025Q1: 3,397 shares; 2025Q2: 2,596 shares; 2025Q3: 2,536 shares; 2025Q4: 3,226 shares 3,226$666K<0.01%+690Timeline
IGPTINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,804 shares; 2024Q4: 6,558 shares; 2025Q1: 8,229 shares; 2025Q2: 9,587 shares; 2025Q3: 10,552 shares; 2025Q4: 11,202 shares 11,202$666K<0.01%+650Timeline
BFAMBRIGHT HORIZONS FAM SOL IN DQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,082 shares; 2024Q4: 7,141 shares; 2025Q1: 8,948 shares; 2025Q2: 9,098 shares; 2025Q3: 7,853 shares; 2025Q4: 6,566 shares 6,566$666K<0.01%-1,287Timeline
JHGJANUS HENDERSON GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,714 shares; 2024Q4: 14,961 shares; 2025Q1: 24,776 shares; 2025Q2: 22,225 shares; 2025Q3: 37,776 shares; 2025Q4: 13,977 shares 13,977$665K<0.01%-23,799Timeline
OPPEWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,676 shares; 2025Q4: 12,931 shares 12,931$664K<0.01%+2,255Timeline
MFDXPIMCO EQUITY SERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,783 shares; 2024Q4: not reported; 2025Q1: 6,771 shares; 2025Q2: 6,810 shares; 2025Q3: 15,567 shares; 2025Q4: 17,261 shares 17,261$663K<0.01%+1,694Timeline
TTEKTETRA TECH INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,412 shares; 2024Q4: 34,608 shares; 2025Q1: 29,469 shares; 2025Q2: 28,512 shares; 2025Q3: 25,855 shares; 2025Q4: 19,762 shares 19,762$663K<0.01%-6,093Timeline
GPKGRAPHIC PACKAGING HLDG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,289 shares; 2024Q4: 38,130 shares; 2025Q1: 31,349 shares; 2025Q2: 21,568 shares; 2025Q3: 15,915 shares; 2025Q4: 43,991 shares 43,991$663K<0.01%+28,076Timeline
EMHCSPDR 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: 12,362 shares; 2025Q4: 26,000 shares 26,000$662K<0.01%+13,638Timeline
MSGSMADISON SQUARE GRDN SPRT CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,448 shares; 2025Q4: 2,552 shares 2,552$660K<0.01%+104Timeline
PKBINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,671 shares; 2024Q4: 3,598 shares; 2025Q1: 4,978 shares; 2025Q2: 5,818 shares; 2025Q3: 7,567 shares; 2025Q4: 7,118 shares 7,118$659K<0.01%-449Timeline
IPACISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,742 shares; 2024Q4: not reported; 2025Q1: 3,292 shares; 2025Q2: 3,900 shares; 2025Q3: 7,468 shares; 2025Q4: 8,985 shares 8,985$658K<0.01%+1,517Timeline
MDPEDIATRIX MEDICAL 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: not reported; 2025Q4: 30,724 shares 30,724$657K<0.01%newTimeline
NOCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,880 shares; 2025Q1: 7,856 shares; 2025Q2: 7,934 shares; 2025Q3: 5,645 shares; 2025Q4: 11,334 shares 11,334$656K<0.01%+5,689Timeline
HEDJWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,665 shares; 2024Q4: 102,895 shares; 2025Q1: 110,024 shares; 2025Q2: 7,371 shares; 2025Q3: 9,095 shares; 2025Q4: 12,363 shares 12,363$656K<0.01%+3,268Timeline
LNTALLIANT ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,841 shares; 2024Q4: 8,932 shares; 2025Q1: 13,129 shares; 2025Q2: 8,998 shares; 2025Q3: 9,183 shares; 2025Q4: 10,071 shares 10,071$655K<0.01%+888Timeline
OLEDUNIVERSAL DISPLAY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,008 shares; 2024Q4: 5,148 shares; 2025Q1: 8,228 shares; 2025Q2: 8,553 shares; 2025Q3: 7,604 shares; 2025Q4: 5,604 shares 5,604$654K<0.01%-2,000Timeline
SIGSIGNET JEWELERS 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: 7,895 shares 7,895$654K<0.01%newTimeline
SMMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,546 shares; 2024Q4: 10,195 shares; 2025Q1: 9,193 shares; 2025Q2: 14,256 shares; 2025Q3: 14,272 shares; 2025Q4: 15,099 shares 15,099$654K<0.01%+827Timeline
MFUSPIMCO EQUITY SERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,393 shares; 2024Q4: 16,424 shares; 2025Q1: 14,450 shares; 2025Q2: 8,425 shares; 2025Q3: 13,717 shares; 2025Q4: 11,553 shares 11,553$654K<0.01%-2,164Timeline
HSICSCHEIN HENRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 10,499 shares; 2025Q1: 9,888 shares; 2025Q2: 10,996 shares; 2025Q3: 9,898 shares; 2025Q4: 8,628 shares 8,628$652K<0.01%-1,270Timeline
GPIQGOLDMAN 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: 8,226 shares; 2025Q3: 10,677 shares; 2025Q4: 12,327 shares 12,327$652K<0.01%+1,650Timeline
CLHCLEAN HARBORS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,720 shares; 2024Q4: 3,967 shares; 2025Q1: 3,905 shares; 2025Q2: 3,472 shares; 2025Q3: 2,561 shares; 2025Q4: 2,772 shares 2,772$650K<0.01%+211Timeline
NTESNETEASE COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,954 shares; 2024Q4: 2,374 shares; 2025Q1: 2,866 shares; 2025Q2: 9,911 shares; 2025Q3: 7,968 shares; 2025Q4: 4,720 shares 4,720$650K<0.01%-3,248Timeline
WINGWINGSTOP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,529 shares; 2024Q4: 2,870 shares; 2025Q1: 3,104 shares; 2025Q2: 2,938 shares; 2025Q3: 2,773 shares; 2025Q4: 2,720 shares 2,720$649K<0.01%-53Timeline
CNXCCONCENTRIX 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: 4,298 shares; 2025Q3: 13,016 shares; 2025Q4: 15,585 shares 15,585$648K<0.01%+2,569Timeline
JBHTHUNT J B TRANS SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,667 shares; 2024Q4: 2,961 shares; 2025Q1: 3,404 shares; 2025Q2: 3,448 shares; 2025Q3: 2,882 shares; 2025Q4: 3,331 shares 3,331$647K<0.01%+449Timeline
LECOLINCOLN ELEC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,754 shares; 2024Q4: 1,872 shares; 2025Q1: 2,161 shares; 2025Q2: 2,610 shares; 2025Q3: 1,830 shares; 2025Q4: 2,700 shares 2,700$647K<0.01%+870Timeline
SOLSSOLSTICE ADVANCED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,310 shares 13,310$647K<0.01%newTimeline
EQNREQUINOR ASAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,308 shares; 2024Q4: 12,235 shares; 2025Q1: 12,173 shares; 2025Q2: 24,002 shares; 2025Q3: 24,380 shares; 2025Q4: 27,290 shares 27,290$645K<0.01%+2,910Timeline
PBWINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,129 shares; 2025Q4: 21,074 shares 21,074$644K<0.01%+4,945Timeline
GVIPGOLDMAN 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: 3,661 shares; 2025Q4: 4,154 shares 4,154$643K<0.01%+493Timeline
FEMSFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,429 shares; 2024Q4: 18,783 shares; 2025Q1: 15,200 shares; 2025Q2: 14,956 shares; 2025Q3: 15,102 shares; 2025Q4: 15,259 shares 15,259$642K<0.01%+157Timeline
CARGCARGURUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,633 shares; 2025Q4: 16,738 shares 16,738$642K<0.01%+6,105Timeline
TECHBIO-TECHNE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,117 shares; 2024Q4: 10,889 shares; 2025Q1: 10,153 shares; 2025Q2: 10,357 shares; 2025Q3: 9,969 shares; 2025Q4: 10,890 shares 10,890$640K<0.01%+921Timeline
WCMIFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,908 shares; 2025Q4: 37,572 shares 37,572$639K<0.01%+15,664Timeline
OCOWENS CORNING NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,716 shares; 2024Q4: 11,960 shares; 2025Q1: 10,018 shares; 2025Q2: 5,589 shares; 2025Q3: 5,627 shares; 2025Q4: 5,697 shares 5,697$638K<0.01%+70Timeline
EDOWFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,820 shares; 2024Q4: 16,265 shares; 2025Q1: 39,712 shares; 2025Q2: 40,194 shares; 2025Q3: 14,976 shares; 2025Q4: 15,436 shares 15,436$638K<0.01%+460Timeline
CHTCHUNGHWA TELECOM CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,917 shares; 2025Q1: 10,985 shares; 2025Q2: 11,615 shares; 2025Q3: 13,845 shares; 2025Q4: 15,281 shares 15,281$637K<0.01%+1,436Timeline
PRCSPARNASSUS FUNDS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,690 shares 23,690$636K<0.01%newTimeline
SWPMANAGER DIRECTED PORTFOLIOSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,906 shares 22,906$636K<0.01%newTimeline
IMAXIMAX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,405 shares; 2024Q4: 17,573 shares; 2025Q1: 17,556 shares; 2025Q2: 17,153 shares; 2025Q3: 17,154 shares; 2025Q4: 17,205 shares 17,205$636K<0.01%+51Timeline
NATNORDIC AMERICAN TANKERS LIMIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,357 shares; 2024Q4: 152,341 shares; 2025Q1: 156,891 shares; 2025Q2: 159,060 shares; 2025Q3: 167,683 shares; 2025Q4: 184,447 shares 184,447$634K<0.01%+16,764Timeline
CNICANADIAN NATL RY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,607 shares; 2024Q4: 10,650 shares; 2025Q1: 9,621 shares; 2025Q2: 5,936 shares; 2025Q3: 5,668 shares; 2025Q4: 6,378 shares 6,378$631K<0.01%+710Timeline
EWWISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,418 shares; 2024Q4: 9,901 shares; 2025Q1: 9,598 shares; 2025Q2: 12,225 shares; 2025Q3: 8,944 shares; 2025Q4: 9,091 shares 9,091$630K<0.01%+147Timeline
MTSIMACOM TECH SOLUTIONS HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,912 shares; 2024Q4: 1,992 shares; 2025Q1: 2,690 shares; 2025Q2: 3,095 shares; 2025Q3: 3,515 shares; 2025Q4: 3,674 shares 3,674$629K<0.01%+159Timeline
EMQQEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,469 shares; 2024Q4: 10,972 shares; 2025Q1: 7,959 shares; 2025Q2: 8,069 shares; 2025Q3: 13,771 shares; 2025Q4: 15,581 shares 15,581$629K<0.01%+1,810Timeline
HRBBLOCK H & R INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,555 shares; 2024Q4: 16,863 shares; 2025Q1: 21,144 shares; 2025Q2: 15,312 shares; 2025Q3: 15,175 shares; 2025Q4: 14,381 shares 14,381$627K<0.01%-794Timeline
QBUFINNOVATOR 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: 14,463 shares; 2025Q2: 17,661 shares; 2025Q3: 19,680 shares; 2025Q4: 21,334 shares 21,334$625K<0.01%+1,654Timeline
JPSEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,488 shares; 2024Q4: 29,821 shares; 2025Q1: 32,688 shares; 2025Q2: 36,179 shares; 2025Q3: 14,260 shares; 2025Q4: 12,484 shares 12,484$625K<0.01%-1,776Timeline
STAGSTAG INDUSTRIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,338 shares; 2024Q4: 12,408 shares; 2025Q1: 13,535 shares; 2025Q2: 14,882 shares; 2025Q3: 15,681 shares; 2025Q4: 16,942 shares 16,942$623K<0.01%+1,261Timeline
ONON SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,191 shares; 2024Q4: 24,105 shares; 2025Q1: 20,716 shares; 2025Q2: 18,200 shares; 2025Q3: 16,828 shares; 2025Q4: 11,478 shares 11,478$622K<0.01%-5,350Timeline
EVEREVERQUOTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,730 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,727 shares; 2025Q3: 15,186 shares; 2025Q4: 22,994 shares 22,994$621K<0.01%+7,808Timeline
FOXFOX 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: 7,656 shares; 2025Q3: 7,102 shares; 2025Q4: 9,525 shares 9,525$618K<0.01%+2,423Timeline
IXORIX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,298 shares; 2024Q4: 3,847 shares; 2025Q1: 19,037 shares; 2025Q2: 18,726 shares; 2025Q3: 18,957 shares; 2025Q4: 21,101 shares 21,101$617K<0.01%+2,144Timeline
ZDEKINNOVATOR 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: 50,110 shares; 2025Q3: not reported; 2025Q4: 23,913 shares 23,913$615K<0.01%newTimeline
AVBAVALONBAY CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,005 shares; 2024Q4: 3,021 shares; 2025Q1: 3,388 shares; 2025Q2: 3,005 shares; 2025Q3: 3,423 shares; 2025Q4: 3,392 shares 3,392$615K<0.01%-31Timeline
XJUNFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,226 shares; 2024Q4: 17,602 shares; 2025Q1: 18,548 shares; 2025Q2: 14,729 shares; 2025Q3: 14,629 shares; 2025Q4: 14,298 shares 14,298$614K<0.01%-331Timeline
BCPCBALCHEM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,341 shares; 2024Q4: 10,695 shares; 2025Q1: 3,716 shares; 2025Q2: 3,728 shares; 2025Q3: 3,611 shares; 2025Q4: 4,001 shares 4,001$614K<0.01%+390Timeline
NANRSPDR 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: 4,824 shares; 2025Q3: 5,269 shares; 2025Q4: 9,041 shares 9,041$613K<0.01%+3,772Timeline
QSRRESTAURANT BRANDS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,066 shares; 2024Q4: 9,363 shares; 2025Q1: 7,665 shares; 2025Q2: 7,594 shares; 2025Q3: 7,292 shares; 2025Q4: 8,980 shares 8,980$613K<0.01%+1,688Timeline
GABGABELLI EQUITY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,271 shares; 2024Q4: 92,393 shares; 2025Q1: 92,866 shares; 2025Q2: 92,767 shares; 2025Q3: 90,885 shares; 2025Q4: 98,653 shares 98,653$609K<0.01%+7,768Timeline
ABALLIANCEBERNSTEIN HLDG L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,447 shares; 2024Q4: 11,128 shares; 2025Q1: 10,685 shares; 2025Q2: 12,020 shares; 2025Q3: 15,898 shares; 2025Q4: 15,813 shares 15,813$608K<0.01%-85Timeline
SIOTOUCHSTONE ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,610 shares; 2024Q4: 12,223 shares; 2025Q1: 12,896 shares; 2025Q2: 18,479 shares; 2025Q3: 21,691 shares; 2025Q4: 23,400 shares 23,400$607K<0.01%+1,709Timeline
ZLABZAI LAB LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,807 shares; 2025Q2: 43,679 shares; 2025Q3: 45,484 shares; 2025Q4: 34,421 shares 34,421$607K<0.01%-11,063Timeline
PPLIPEOPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,725 shares; 2024Q4: 4,809 shares; 2025Q1: 12,262 shares; 2025Q2: 14,260 shares; 2025Q3: 14,120 shares; 2025Q4: 15,476 shares 15,476$605K<0.01%+1,356Timeline
AUGWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,927 shares; 2024Q4: 31,793 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,497 shares; 2025Q4: 18,580 shares 18,580$604K<0.01%+6,083Timeline
LSGRNATIXIS 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: 8,300 shares; 2025Q3: 9,050 shares; 2025Q4: 13,491 shares 13,491$604K<0.01%+4,441Timeline
NNOVINNOVATOR 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: 21,005 shares 21,005$603K<0.01%newTimeline
ACLCAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,231 shares; 2024Q4: 6,082 shares; 2025Q1: 6,581 shares; 2025Q2: 7,765 shares; 2025Q3: 8,003 shares; 2025Q4: 7,694 shares 7,694$603K<0.01%-309Timeline
OSKOSHKOSH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,331 shares; 2024Q4: 2,274 shares; 2025Q1: 4,406 shares; 2025Q2: 3,930 shares; 2025Q3: 3,268 shares; 2025Q4: 4,784 shares 4,784$601K<0.01%+1,516Timeline
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,581 shares; 2024Q4: 25,872 shares; 2025Q1: 11,612 shares; 2025Q2: 11,698 shares; 2025Q3: 14,451 shares; 2025Q4: 12,463 shares 12,463$600K<0.01%-1,988Timeline
GOAUETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,550 shares; 2025Q1: 13,319 shares; 2025Q2: 12,533 shares; 2025Q3: 15,177 shares; 2025Q4: 14,082 shares 14,082$599K<0.01%-1,095Timeline
PJTPJT PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,397 shares; 2024Q4: 3,311 shares; 2025Q1: 3,384 shares; 2025Q2: 3,041 shares; 2025Q3: 3,161 shares; 2025Q4: 3,581 shares 3,581$599K<0.01%+420Timeline
NUBDNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,022 shares; 2024Q4: 12,006 shares; 2025Q1: 12,026 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,782 shares 26,782$599K<0.01%newTimeline
GGGGRACO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,476 shares; 2024Q4: 7,864 shares; 2025Q1: 7,081 shares; 2025Q2: 7,497 shares; 2025Q3: 7,345 shares; 2025Q4: 7,297 shares 7,297$598K<0.01%-48Timeline
EXREXTRA SPACE STORAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,994 shares; 2024Q4: 6,151 shares; 2025Q1: 7,056 shares; 2025Q2: 6,442 shares; 2025Q3: 6,482 shares; 2025Q4: 4,587 shares 4,587$597K<0.01%-1,895Timeline
CFRCULLEN FROST BANKERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,677 shares; 2024Q4: 4,043 shares; 2025Q1: 4,064 shares; 2025Q2: 4,350 shares; 2025Q3: 4,421 shares; 2025Q4: 4,715 shares 4,715$597K<0.01%+294Timeline
EMXFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,240 shares; 2024Q4: 10,689 shares; 2025Q1: 11,159 shares; 2025Q2: 11,461 shares; 2025Q3: 12,306 shares; 2025Q4: 12,825 shares 12,825$597K<0.01%+519Timeline
BIDUBAIDU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,877 shares; 2024Q4: 2,927 shares; 2025Q1: 24,705 shares; 2025Q2: not reported; 2025Q3: 2,007 shares; 2025Q4: 4,567 shares 4,567$597K<0.01%+2,560Timeline
PLMRPALOMAR 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: 2,033 shares; 2025Q2: 2,488 shares; 2025Q3: 4,056 shares; 2025Q4: 4,427 shares 4,427$597K<0.01%+371Timeline
AXSAXIS CAP HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,298 shares; 2025Q1: 2,439 shares; 2025Q2: 4,269 shares; 2025Q3: 2,315 shares; 2025Q4: 5,565 shares 5,565$596K<0.01%+3,250Timeline
IXCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,505 shares; 2024Q4: 128,016 shares; 2025Q1: 35,695 shares; 2025Q2: 27,844 shares; 2025Q3: 14,488 shares; 2025Q4: 14,180 shares 14,180$595K<0.01%-308Timeline
SMINISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,306 shares; 2024Q4: 20,370 shares; 2025Q1: 20,591 shares; 2025Q2: 10,535 shares; 2025Q3: 9,814 shares; 2025Q4: 8,502 shares 8,502$594K<0.01%-1,312Timeline
CALMCAL MAINE FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,464 shares; 2024Q4: 4,848 shares; 2025Q1: 4,229 shares; 2025Q2: 6,834 shares; 2025Q3: 7,297 shares; 2025Q4: 7,428 shares 7,428$591K<0.01%+131Timeline
SITESITEONE LANDSCAPE SUPPLY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,676 shares; 2024Q4: 6,382 shares; 2025Q1: 6,956 shares; 2025Q2: 6,567 shares; 2025Q3: 5,850 shares; 2025Q4: 4,741 shares 4,741$591K<0.01%-1,109Timeline
INVAINNOVIVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,375 shares; 2024Q4: 18,771 shares; 2025Q1: 21,239 shares; 2025Q2: 25,851 shares; 2025Q3: 27,551 shares; 2025Q4: 29,410 shares 29,410$588K<0.01%+1,859Timeline
FMSFRESENIUS MEDICAL CARE AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,019 shares; 2024Q4: 16,814 shares; 2025Q1: 18,052 shares; 2025Q2: 22,911 shares; 2025Q3: 20,764 shares; 2025Q4: 24,664 shares 24,664$588K<0.01%+3,900Timeline
LMATLEMAITRE VASCULAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,107 shares; 2024Q4: 7,555 shares; 2025Q1: 7,282 shares; 2025Q2: 6,952 shares; 2025Q3: 6,897 shares; 2025Q4: 7,222 shares 7,222$586K<0.01%+325Timeline
APLDAPPLIED DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,792 shares 23,792$583K<0.01%newTimeline
QQNITY ELECTRONICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,135 shares 7,135$583K<0.01%newTimeline
FLNGFLEX LNG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,550 shares; 2025Q1: 17,397 shares; 2025Q2: 20,656 shares; 2025Q3: 25,053 shares; 2025Q4: 23,323 shares 23,323$582K<0.01%-1,730Timeline
CAOSEA 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: 2,857 shares; 2025Q2: 4,119 shares; 2025Q3: 5,655 shares; 2025Q4: 6,472 shares 6,472$581K<0.01%+817Timeline
BMNRBITMINE IMMERSION TECHS 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: 21,394 shares 21,394$581K<0.01%newTimeline
SMIGETF SER SOLUTIONSQuarterly 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: 30,799 shares; 2025Q3: 38,593 shares; 2025Q4: 20,150 shares 20,150$580K<0.01%-18,443Timeline
USFDUS FOODS HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,253 shares; 2024Q4: 8,809 shares; 2025Q1: 10,301 shares; 2025Q2: 9,974 shares; 2025Q3: 7,829 shares; 2025Q4: 7,696 shares 7,696$580K<0.01%-133Timeline
BKDVBNY MELLON 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: not reported; 2025Q3: not reported; 2025Q4: 19,906 shares 19,906$578K<0.01%newTimeline
FLGBFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,069 shares; 2024Q4: 18,031 shares; 2025Q1: 16,325 shares; 2025Q2: 16,740 shares; 2025Q3: 15,999 shares; 2025Q4: 17,096 shares 17,096$577K<0.01%+1,097Timeline
FTMNPUTNAM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,264 shares 65,264$577K<0.01%newTimeline
ADMARCHER DANIELS MIDLAND COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,755 shares; 2024Q4: 8,449 shares; 2025Q1: 8,918 shares; 2025Q2: 8,748 shares; 2025Q3: 8,790 shares; 2025Q4: 10,020 shares 10,020$576K<0.01%+1,230Timeline
GFEBFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,082 shares; 2024Q4: 6,428 shares; 2025Q1: 14,909 shares; 2025Q2: 14,704 shares; 2025Q3: 13,868 shares; 2025Q4: 13,868 shares 13,868$576K<0.01%0Timeline
BBCETFIS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,935 shares 14,935$576K<0.01%newTimeline
MPLXMPLX LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,543 shares; 2024Q4: 6,797 shares; 2025Q1: 13,383 shares; 2025Q2: 7,474 shares; 2025Q3: 9,337 shares; 2025Q4: 10,767 shares 10,767$575K<0.01%+1,430Timeline
COKECOCA COLA CONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 484 shares; 2024Q4: 514 shares; 2025Q1: 679 shares; 2025Q2: 7,957 shares; 2025Q3: 3,896 shares; 2025Q4: 3,745 shares 3,745$574K<0.01%-151Timeline
IXGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,568 shares; 2024Q4: 6,659 shares; 2025Q1: 5,817 shares; 2025Q2: 5,762 shares; 2025Q3: 4,625 shares; 2025Q4: 4,733 shares 4,733$572K<0.01%+108Timeline
ACHRARCHER AVIATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,262 shares; 2025Q1: 19,130 shares; 2025Q2: 22,394 shares; 2025Q3: 72,218 shares; 2025Q4: 76,017 shares 76,017$572K<0.01%+3,799Timeline
SPMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,581 shares; 2025Q1: 12,274 shares; 2025Q2: 14,594 shares; 2025Q3: 22,818 shares; 2025Q4: 25,489 shares 25,489$571K<0.01%+2,671Timeline
URGNUROGEN PHARMA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,363 shares 24,363$571K<0.01%newTimeline
PFIXSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,245 shares; 2025Q1: 10,936 shares; 2025Q2: 10,099 shares; 2025Q3: 8,601 shares; 2025Q4: 11,900 shares 11,900$570K<0.01%+3,299Timeline
IGOVISHARES 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: 5,527 shares; 2025Q4: 13,661 shares 13,661$569K<0.01%+8,134Timeline
IPARINTERPARFUMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,383 shares; 2024Q4: 11,410 shares; 2025Q1: 12,884 shares; 2025Q2: 15,278 shares; 2025Q3: 14,664 shares; 2025Q4: 6,694 shares 6,694$568K<0.01%-7,970Timeline
IDCCINTERDIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,273 shares; 2025Q1: 1,458 shares; 2025Q2: 1,518 shares; 2025Q3: 1,430 shares; 2025Q4: 1,783 shares 1,783$568K<0.01%+353Timeline
EYLDCAMBRIA ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,701 shares; 2024Q4: 145,467 shares; 2025Q1: 10,031 shares; 2025Q2: 14,146 shares; 2025Q3: 21,043 shares; 2025Q4: 14,795 shares 14,795$567K<0.01%-6,248Timeline
GQREFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,629 shares; 2024Q4: 26,024 shares; 2025Q1: 32,831 shares; 2025Q2: 7,275 shares; 2025Q3: 8,636 shares; 2025Q4: 9,626 shares 9,626$567K<0.01%+990Timeline
SNNSMITH & NEPHEW PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,862 shares; 2024Q4: 11,887 shares; 2025Q1: 13,409 shares; 2025Q2: 14,839 shares; 2025Q3: 13,799 shares; 2025Q4: 17,228 shares 17,228$565K<0.01%+3,429Timeline
IHFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,588 shares; 2024Q4: 14,697 shares; 2025Q1: 15,230 shares; 2025Q2: 14,945 shares; 2025Q3: 14,218 shares; 2025Q4: 11,787 shares 11,787$565K<0.01%-2,431Timeline
CWSADVISORSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,521 shares; 2024Q4: 6,025 shares; 2025Q1: 6,012 shares; 2025Q2: 6,844 shares; 2025Q3: 7,401 shares; 2025Q4: 8,216 shares 8,216$565K<0.01%+815Timeline
TILEINTERFACE 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: 13,882 shares; 2025Q3: 16,679 shares; 2025Q4: 20,207 shares 20,207$564K<0.01%+3,528Timeline
NOVTNOVANTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,918 shares; 2025Q4: 4,738 shares 4,738$564K<0.01%+1,820Timeline
AMANTERO MIDSTREAM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,362 shares; 2024Q4: 21,232 shares; 2025Q1: 25,910 shares; 2025Q2: 17,191 shares; 2025Q3: 20,541 shares; 2025Q4: 31,638 shares 31,638$563K<0.01%+11,097Timeline
BKHBLACK HILLS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,136 shares; 2025Q4: 8,097 shares 8,097$562K<0.01%+2,961Timeline
RYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,405 shares; 2025Q1: 15,904 shares; 2025Q2: 30,569 shares; 2025Q3: 36,262 shares; 2025Q4: 36,649 shares 36,649$561K<0.01%+387Timeline
DSTLETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,501 shares; 2024Q4: 8,557 shares; 2025Q1: 6,868 shares; 2025Q2: 6,484 shares; 2025Q3: 4,128 shares; 2025Q4: 9,518 shares 9,518$561K<0.01%+5,390Timeline
CNPCENTERPOINT ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,154 shares; 2024Q4: 14,969 shares; 2025Q1: 16,899 shares; 2025Q2: 15,584 shares; 2025Q3: 14,095 shares; 2025Q4: 14,620 shares 14,620$561K<0.01%+525Timeline
VCYTVERACYTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,492 shares; 2024Q4: 7,956 shares; 2025Q1: 9,585 shares; 2025Q2: 10,715 shares; 2025Q3: 11,236 shares; 2025Q4: 13,313 shares 13,313$560K<0.01%+2,077Timeline
SILJAMPLIFY 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: 14,143 shares; 2025Q4: 20,241 shares 20,241$560K<0.01%+6,098Timeline
LGLVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,331 shares; 2024Q4: 2,273 shares; 2025Q1: 2,379 shares; 2025Q2: 2,883 shares; 2025Q3: 2,856 shares; 2025Q4: 3,187 shares 3,187$560K<0.01%+331Timeline
PSKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,619 shares; 2024Q4: 19,632 shares; 2025Q1: 20,566 shares; 2025Q2: 17,880 shares; 2025Q3: 14,141 shares; 2025Q4: 17,607 shares 17,607$558K<0.01%+3,466Timeline
SOUNSOUNDHOUND AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,550 shares; 2024Q4: 18,101 shares; 2025Q1: 20,488 shares; 2025Q2: 102,069 shares; 2025Q3: 32,608 shares; 2025Q4: 55,876 shares 55,876$557K<0.01%+23,268Timeline
GMAYFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,834 shares; 2024Q4: 11,270 shares; 2025Q1: 6,968 shares; 2025Q2: 14,927 shares; 2025Q3: 13,481 shares; 2025Q4: 13,483 shares 13,483$557K<0.01%+2Timeline
FHNFIRST HORIZON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,610 shares; 2024Q4: 19,873 shares; 2025Q1: 22,679 shares; 2025Q2: 23,473 shares; 2025Q3: 22,373 shares; 2025Q4: 23,282 shares 23,282$556K<0.01%+909Timeline
TTANSERVICETITAN 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: 3,553 shares; 2025Q3: 3,994 shares; 2025Q4: 5,219 shares 5,219$556K<0.01%+1,225Timeline
VIAVVIAVI SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,480 shares; 2024Q4: 35,733 shares; 2025Q1: 25,134 shares; 2025Q2: 30,179 shares; 2025Q3: 31,207 shares; 2025Q4: 31,172 shares 31,172$555K<0.01%-35Timeline
PAYCPAYCOM SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,107 shares; 2024Q4: 4,125 shares; 2025Q1: 4,260 shares; 2025Q2: 5,239 shares; 2025Q3: 4,260 shares; 2025Q4: 3,486 shares 3,486$555K<0.01%-774Timeline
YEARAB ACTIVE ETFS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,268 shares; 2024Q4: 10,878 shares; 2025Q1: 10,877 shares; 2025Q2: 10,892 shares; 2025Q3: 6,094 shares; 2025Q4: 10,963 shares 10,963$553K<0.01%+4,869Timeline
VTWVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,307 shares; 2024Q4: 3,333 shares; 2025Q1: 2,822 shares; 2025Q2: 2,847 shares; 2025Q3: 3,124 shares; 2025Q4: 3,459 shares 3,459$553K<0.01%+335Timeline
VCEBVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,406 shares; 2024Q4: 8,542 shares; 2025Q1: 9,081 shares; 2025Q2: 8,649 shares; 2025Q3: 7,927 shares; 2025Q4: 8,654 shares 8,654$551K<0.01%+727Timeline
IDHQINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,184 shares; 2024Q4: 12,275 shares; 2025Q1: 12,515 shares; 2025Q2: 13,099 shares; 2025Q3: 14,308 shares; 2025Q4: 15,649 shares 15,649$550K<0.01%+1,341Timeline
PTMCPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,742 shares; 2024Q4: 81,028 shares; 2025Q1: 85,611 shares; 2025Q2: 13,219 shares; 2025Q3: 12,073 shares; 2025Q4: 15,419 shares 15,419$550K<0.01%+3,346Timeline
NNINELNET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,279 shares; 2024Q4: 2,428 shares; 2025Q1: 2,700 shares; 2025Q2: 3,333 shares; 2025Q3: 3,764 shares; 2025Q4: 4,136 shares 4,136$550K<0.01%+372Timeline
SUISUN CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,609 shares; 2024Q4: 4,165 shares; 2025Q1: 4,720 shares; 2025Q2: 4,698 shares; 2025Q3: 4,166 shares; 2025Q4: 4,437 shares 4,437$550K<0.01%+271Timeline
PFGPRINCIPAL FINANCIAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,737 shares; 2024Q4: 4,711 shares; 2025Q1: 5,434 shares; 2025Q2: 5,407 shares; 2025Q3: 5,281 shares; 2025Q4: 6,232 shares 6,232$550K<0.01%+951Timeline
GHYGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,390 shares; 2024Q4: 13,569 shares; 2025Q1: not reported; 2025Q2: 7,313 shares; 2025Q3: 10,590 shares; 2025Q4: 11,907 shares 11,907$549K<0.01%+1,317Timeline
YMAXTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,504 shares; 2025Q1: 60,534 shares; 2025Q2: 64,857 shares; 2025Q3: 73,473 shares; 2025Q4: 55,027 shares 55,027$549K<0.01%-18,446Timeline
SUNSUNOCO LP/SUNOCO FIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,087 shares; 2024Q4: 13,135 shares; 2025Q1: 15,456 shares; 2025Q2: 13,988 shares; 2025Q3: 13,358 shares; 2025Q4: 10,464 shares 10,464$548K<0.01%-2,894Timeline
GRWTCW 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: 23,580 shares; 2025Q3: 29,312 shares; 2025Q4: 17,544 shares 17,544$546K<0.01%-11,768Timeline
FRTFEDERAL RLTY INVT TR NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,792 shares; 2024Q4: 17,088 shares; 2025Q1: 9,712 shares; 2025Q2: 6,218 shares; 2025Q3: 4,797 shares; 2025Q4: 5,404 shares 5,404$545K<0.01%+607Timeline
GPCRSTRUCTURE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,825 shares 7,825$544K<0.01%newTimeline
PTCTPTC THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,250 shares; 2025Q3: 10,589 shares; 2025Q4: 7,151 shares 7,151$543K<0.01%-3,438Timeline
CWANCLEARWATER ANALYTICS HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,420 shares; 2025Q1: 10,562 shares; 2025Q2: 21,078 shares; 2025Q3: 27,972 shares; 2025Q4: 22,498 shares 22,498$543K<0.01%-5,474Timeline
DUKQNORTHERN LIGHTS FD 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: 19,460 shares; 2025Q4: 19,460 shares 19,460$542K<0.01%0Timeline
LADLITHIA MTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 1,017 shares; 2025Q1: 2,534 shares; 2025Q2: 1,609 shares; 2025Q3: 1,722 shares; 2025Q4: 1,631 shares 1,631$542K<0.01%-91Timeline
GAPRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,189 shares; 2024Q4: 12,729 shares; 2025Q1: 6,623 shares; 2025Q2: 25,270 shares; 2025Q3: 26,952 shares; 2025Q4: 13,552 shares 13,552$542K<0.01%-13,400Timeline
AVIVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,745 shares; 2024Q4: 8,910 shares; 2025Q1: 7,040 shares; 2025Q2: 6,703 shares; 2025Q3: 7,262 shares; 2025Q4: 7,608 shares 7,608$542K<0.01%+346Timeline
RRYDER SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,078 shares; 2024Q4: 2,121 shares; 2025Q1: 2,462 shares; 2025Q2: 2,921 shares; 2025Q3: 2,460 shares; 2025Q4: 2,827 shares 2,827$541K<0.01%+367Timeline
FIDIFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,370 shares; 2024Q4: 23,040 shares; 2025Q1: 20,001 shares; 2025Q2: 18,408 shares; 2025Q3: 19,980 shares; 2025Q4: 20,846 shares 20,846$540K<0.01%+866Timeline
NPOENPRO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,141 shares; 2024Q4: 2,234 shares; 2025Q1: 2,710 shares; 2025Q2: 2,760 shares; 2025Q3: 2,505 shares; 2025Q4: 2,522 shares 2,522$540K<0.01%+17Timeline
MKSIMKS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,467 shares; 2024Q4: 4,471 shares; 2025Q1: 4,066 shares; 2025Q2: 3,804 shares; 2025Q3: 2,854 shares; 2025Q4: 3,374 shares 3,374$539K<0.01%+520Timeline
IEXIDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,379 shares; 2024Q4: 3,691 shares; 2025Q1: 3,573 shares; 2025Q2: 4,021 shares; 2025Q3: 2,412 shares; 2025Q4: 3,028 shares 3,028$539K<0.01%+616Timeline
ZOCTINNOVATOR 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: 19,999 shares 19,999$537K<0.01%newTimeline
SNXTD SYNNEX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,999 shares; 2025Q2: 2,163 shares; 2025Q3: 2,910 shares; 2025Q4: 3,572 shares 3,572$537K<0.01%+662Timeline
RSRELIANCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 909 shares; 2024Q4: 1,024 shares; 2025Q1: 1,423 shares; 2025Q2: 1,585 shares; 2025Q3: 1,629 shares; 2025Q4: 1,857 shares 1,857$537K<0.01%+228Timeline
WITWIPRO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100,931 shares; 2025Q1: 129,335 shares; 2025Q2: 156,431 shares; 2025Q3: 194,140 shares; 2025Q4: 188,880 shares 188,880$536K<0.01%-5,260Timeline
BGBUNGE GLOBAL SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,293 shares; 2024Q4: 5,501 shares; 2025Q1: 5,467 shares; 2025Q2: 5,803 shares; 2025Q3: 5,462 shares; 2025Q4: 5,985 shares 5,985$533K<0.01%+523Timeline
FCORFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,205 shares; 2024Q4: 9,562 shares; 2025Q1: 9,701 shares; 2025Q2: 10,998 shares; 2025Q3: 10,074 shares; 2025Q4: 11,122 shares 11,122$532K<0.01%+1,048Timeline
KBWBINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,662 shares; 2025Q4: 6,309 shares 6,309$532K<0.01%-353Timeline
TOTLSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,266 shares; 2024Q4: 17,356 shares; 2025Q1: 15,233 shares; 2025Q2: 14,395 shares; 2025Q3: 18,036 shares; 2025Q4: 13,200 shares 13,200$531K<0.01%-4,836Timeline
TMETENCENT MUSIC ENTMT GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,098 shares; 2024Q4: 13,601 shares; 2025Q1: 24,600 shares; 2025Q2: 25,671 shares; 2025Q3: 20,870 shares; 2025Q4: 30,291 shares 30,291$531K<0.01%+9,421Timeline
IMVPINVESCO INDIA EXCHANGE-TRADEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 306,538 shares; 2025Q1: 318,593 shares; 2025Q2: 329,187 shares; 2025Q3: 342,479 shares; 2025Q4: 21,820 shares 21,820$530K<0.01%-320,659Timeline
HEEMISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,649 shares; 2025Q1: 13,305 shares; 2025Q2: 12,307 shares; 2025Q3: 13,447 shares; 2025Q4: 15,253 shares 15,253$530K<0.01%+1,806Timeline
ADMAADMA BIOLOGICS 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: 25,223 shares; 2025Q4: 29,052 shares 29,052$530K<0.01%+3,829Timeline
ADCAGREE RLTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,237 shares; 2024Q4: 8,893 shares; 2025Q1: 7,955 shares; 2025Q2: 7,225 shares; 2025Q3: 6,608 shares; 2025Q4: 7,344 shares 7,344$529K<0.01%+736Timeline
TPLTEXAS PACIFIC LAND CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,527 shares; 2024Q4: 1,285 shares; 2025Q1: 897 shares; 2025Q2: 658 shares; 2025Q3: 555 shares; 2025Q4: 1,842 shares 1,842$529K<0.01%+1,287Timeline
ZWSZURN ELKAY WATER SOLNS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,077 shares; 2024Q4: 19,123 shares; 2025Q1: 21,827 shares; 2025Q2: 21,126 shares; 2025Q3: 16,836 shares; 2025Q4: 11,349 shares 11,349$528K<0.01%-5,487Timeline
PATKPATRICK INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,243 shares; 2024Q4: 6,287 shares; 2025Q1: 4,950 shares; 2025Q2: 5,036 shares; 2025Q3: 4,692 shares; 2025Q4: 4,854 shares 4,854$526K<0.01%+162Timeline
SFMSPROUTS FMRS MKT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,278 shares; 2024Q4: 6,943 shares; 2025Q1: 20,163 shares; 2025Q2: 20,287 shares; 2025Q3: 27,946 shares; 2025Q4: 6,580 shares 6,580$524K<0.01%-21,366Timeline
FAIFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,855 shares; 2025Q4: 12,747 shares 12,747$524K<0.01%+5,892Timeline
PCTYPAYLOCITY HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,364 shares; 2024Q4: 3,570 shares; 2025Q1: 3,959 shares; 2025Q2: 3,839 shares; 2025Q3: 3,916 shares; 2025Q4: 3,432 shares 3,432$523K<0.01%-484Timeline
KJUNINNOVATOR 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: 19,099 shares; 2025Q3: 19,061 shares; 2025Q4: 18,743 shares 18,743$523K<0.01%-318Timeline
IBDSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,709 shares; 2024Q4: 43,400 shares; 2025Q1: 60,371 shares; 2025Q2: 30,231 shares; 2025Q3: 22,400 shares; 2025Q4: 21,525 shares 21,525$523K<0.01%-875Timeline
BSYBENTLEY SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,991 shares; 2024Q4: 28,065 shares; 2025Q1: 25,572 shares; 2025Q2: 23,640 shares; 2025Q3: 20,542 shares; 2025Q4: 13,678 shares 13,678$522K<0.01%-6,864Timeline
AMCXAMC GLOBAL MEDIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,464 shares; 2024Q4: 16,013 shares; 2025Q1: 19,103 shares; 2025Q2: 26,830 shares; 2025Q3: 36,026 shares; 2025Q4: 54,800 shares 54,800$522K<0.01%+18,774Timeline
GCTGIGACLOUD TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,166 shares; 2024Q4: 11,273 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,277 shares 13,277$522K<0.01%newTimeline
REZIRESIDEO TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,326 shares; 2025Q1: 15,107 shares; 2025Q2: 14,779 shares; 2025Q3: 13,016 shares; 2025Q4: 14,774 shares 14,774$519K<0.01%+1,758Timeline
SHYDVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,013 shares; 2024Q4: 14,559 shares; 2025Q1: 14,639 shares; 2025Q2: 16,214 shares; 2025Q3: 18,221 shares; 2025Q4: 22,605 shares 22,605$518K<0.01%+4,384Timeline
YYYAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,572 shares; 2024Q4: 44,131 shares; 2025Q1: 44,403 shares; 2025Q2: 44,337 shares; 2025Q3: 45,825 shares; 2025Q4: 44,886 shares 44,886$517K<0.01%-939Timeline
NOGNORTHERN OIL & GAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,706 shares; 2024Q4: 12,376 shares; 2025Q1: 14,521 shares; 2025Q2: 18,007 shares; 2025Q3: 22,114 shares; 2025Q4: 24,033 shares 24,033$516K<0.01%+1,919Timeline
FXGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,070 shares; 2024Q4: 11,888 shares; 2025Q1: 11,271 shares; 2025Q2: 20,998 shares; 2025Q3: 9,322 shares; 2025Q4: 8,493 shares 8,493$515K<0.01%-829Timeline
FDHYFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,040 shares; 2024Q4: 6,651 shares; 2025Q1: 8,034 shares; 2025Q2: 7,120 shares; 2025Q3: 7,896 shares; 2025Q4: 10,441 shares 10,441$515K<0.01%+2,545Timeline
VNOMVIPER ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,183 shares; 2025Q4: 13,325 shares 13,325$515K<0.01%+142Timeline
TAXFAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,457 shares; 2025Q3: 10,012 shares; 2025Q4: 10,206 shares 10,206$514K<0.01%+194Timeline
INTFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,328 shares; 2024Q4: 12,203 shares; 2025Q1: 12,072 shares; 2025Q2: 12,246 shares; 2025Q3: 13,012 shares; 2025Q4: 13,620 shares 13,620$514K<0.01%+608Timeline
PGJINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,521 shares; 2024Q4: 21,421 shares; 2025Q1: 21,771 shares; 2025Q2: 21,741 shares; 2025Q3: 19,691 shares; 2025Q4: 17,841 shares 17,841$514K<0.01%-1,850Timeline
WHRWHIRLPOOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,341 shares; 2024Q4: 4,860 shares; 2025Q1: 5,276 shares; 2025Q2: 5,659 shares; 2025Q3: 5,447 shares; 2025Q4: 7,122 shares 7,122$514K<0.01%+1,675Timeline
XIMRFIRST 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: not reported; 2025Q2: 6,700 shares; 2025Q3: 10,319 shares; 2025Q4: 16,467 shares 16,467$514K<0.01%+6,148Timeline
IGLDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,326 shares; 2025Q4: 20,525 shares 20,525$513K<0.01%+6,199Timeline
SVOLSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,719 shares; 2025Q4: 29,217 shares 29,217$513K<0.01%-502Timeline
SMRNUSCALE PWR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,376 shares; 2025Q1: 50,596 shares; 2025Q2: 37,705 shares; 2025Q3: 53,612 shares; 2025Q4: 36,181 shares 36,181$513K<0.01%-17,431Timeline
HTGCHERCULES CAPITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,521 shares; 2024Q4: 21,978 shares; 2025Q1: 20,897 shares; 2025Q2: 20,925 shares; 2025Q3: 22,103 shares; 2025Q4: 27,090 shares 27,090$510K<0.01%+4,987Timeline
CRBNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,813 shares; 2024Q4: 3,014 shares; 2025Q1: 2,376 shares; 2025Q2: 2,406 shares; 2025Q3: 2,379 shares; 2025Q4: 2,200 shares 2,200$507K<0.01%-179Timeline
YLDPRINCIPAL EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,771 shares; 2024Q4: 15,799 shares; 2025Q1: 18,477 shares; 2025Q2: 31,181 shares; 2025Q3: 34,395 shares; 2025Q4: 26,630 shares 26,630$506K<0.01%-7,765Timeline
NCLHNORWEGIAN CRUISE LINE HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,439 shares; 2024Q4: 39,390 shares; 2025Q1: 24,127 shares; 2025Q2: 27,407 shares; 2025Q3: 33,957 shares; 2025Q4: 22,608 shares 22,608$505K<0.01%-11,349Timeline
JAJLINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,169 shares; 2025Q1: 12,037 shares; 2025Q2: 16,306 shares; 2025Q3: 16,306 shares; 2025Q4: 17,321 shares 17,321$503K<0.01%+1,015Timeline
FSSFEDERAL SIGNAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,446 shares; 2024Q4: 2,177 shares; 2025Q1: 2,997 shares; 2025Q2: 5,531 shares; 2025Q3: 4,620 shares; 2025Q4: 4,608 shares 4,608$500K<0.01%-12Timeline
ETHGRAYSCALE ETHEREUM STAKINGQuarterly 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: 13,248 shares; 2025Q3: 14,888 shares; 2025Q4: 17,795 shares 17,795$499K<0.01%+2,907Timeline
PWZINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,640 shares 20,640$499K<0.01%newTimeline
LFSCRBB FD 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: 13,592 shares 13,592$498K<0.01%newTimeline
CLSETRUST FOR PROFESSIONAL MANAGQuarterly 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: 8,098 shares; 2025Q4: 18,176 shares 18,176$497K<0.01%+10,078Timeline
SWSMURFIT WESTROCK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,303 shares; 2024Q4: 14,129 shares; 2025Q1: 11,407 shares; 2025Q2: 7,803 shares; 2025Q3: 7,894 shares; 2025Q4: 12,779 shares 12,779$494K<0.01%+4,885Timeline
IQIINVESCO QUALITY MUN INCOME TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,443 shares; 2024Q4: 45,679 shares; 2025Q1: 46,031 shares; 2025Q2: 37,978 shares; 2025Q3: 49,394 shares; 2025Q4: 49,511 shares 49,511$493K<0.01%+117Timeline
SEIXVIRTUS ETF TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,168 shares; 2024Q4: 17,268 shares; 2025Q1: 20,272 shares; 2025Q2: 20,872 shares; 2025Q3: 19,951 shares; 2025Q4: 21,096 shares 21,096$492K<0.01%+1,145Timeline
USOUNITED STS OIL FD LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,229 shares; 2024Q4: 6,357 shares; 2025Q1: 14,605 shares; 2025Q2: 6,691 shares; 2025Q3: 7,291 shares; 2025Q4: 7,121 shares 7,121$492K<0.01%-170Timeline
DMAYFIRST 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: not reported; 2025Q2: not reported; 2025Q3: 5,993 shares; 2025Q4: 10,868 shares 10,868$492K<0.01%+4,875Timeline
KJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,250 shares; 2024Q4: 11,992 shares; 2025Q1: 14,418 shares; 2025Q2: 14,150 shares; 2025Q3: 10,227 shares; 2025Q4: 11,844 shares 11,844$491K<0.01%+1,617Timeline
HQYHEALTHEQUITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,568 shares; 2024Q4: 2,665 shares; 2025Q1: 3,583 shares; 2025Q2: 3,998 shares; 2025Q3: 5,643 shares; 2025Q4: 5,348 shares 5,348$490K<0.01%-295Timeline
LRGELEGG MASON ETF INVTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,194 shares; 2024Q4: 5,738 shares; 2025Q1: 6,826 shares; 2025Q2: 6,974 shares; 2025Q3: 6,645 shares; 2025Q4: 5,944 shares 5,944$489K<0.01%-701Timeline
WAFDWAFD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,835 shares; 2024Q4: 16,248 shares; 2025Q1: 16,320 shares; 2025Q2: 16,642 shares; 2025Q3: 14,836 shares; 2025Q4: 15,227 shares 15,227$488K<0.01%+391Timeline
TIPXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,263 shares; 2024Q4: 10,879 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,544 shares; 2025Q4: 25,531 shares 25,531$487K<0.01%+10,987Timeline
IBDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,492 shares; 2024Q4: 24,458 shares; 2025Q1: 25,369 shares; 2025Q2: 19,900 shares; 2025Q3: 16,722 shares; 2025Q4: 22,064 shares 22,064$487K<0.01%+5,342Timeline
APRHINNOVATOR 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: 25,295 shares; 2025Q3: 21,125 shares; 2025Q4: 19,670 shares 19,670$486K<0.01%-1,455Timeline
PENPENUMBRA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,390 shares; 2024Q4: 1,487 shares; 2025Q1: 3,389 shares; 2025Q2: 1,610 shares; 2025Q3: 1,381 shares; 2025Q4: 1,563 shares 1,563$486K<0.01%+182Timeline
FEGERBB FUND 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: 5,791 shares; 2025Q4: 10,556 shares 10,556$486K<0.01%+4,765Timeline
SANMSANMINA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,734 shares; 2024Q4: 5,933 shares; 2025Q1: 7,840 shares; 2025Q2: 4,920 shares; 2025Q3: 3,442 shares; 2025Q4: 3,209 shares 3,209$482K<0.01%-233Timeline
PFRLPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,571 shares; 2025Q1: 20,816 shares; 2025Q2: 21,538 shares; 2025Q3: 24,490 shares; 2025Q4: 9,667 shares 9,667$480K<0.01%-14,823Timeline
STMSTMICROELECTRONICS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,486 shares; 2024Q4: 21,788 shares; 2025Q1: 18,876 shares; 2025Q2: 18,172 shares; 2025Q3: 19,182 shares; 2025Q4: 18,472 shares 18,472$479K<0.01%-710Timeline
FIDFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,952 shares; 2024Q4: 31,326 shares; 2025Q1: 30,836 shares; 2025Q2: 25,478 shares; 2025Q3: 24,620 shares; 2025Q4: 23,299 shares 23,299$479K<0.01%-1,321Timeline
WEXWEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,209 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,519 shares; 2025Q3: 1,648 shares; 2025Q4: 3,209 shares 3,209$478K<0.01%+1,561Timeline
LDURPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,290 shares; 2024Q4: 5,792 shares; 2025Q1: 3,367 shares; 2025Q2: 3,842 shares; 2025Q3: 2,878 shares; 2025Q4: 4,976 shares 4,976$477K<0.01%+2,098Timeline
SOLVSOLVENTUM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,345 shares; 2024Q4: 5,182 shares; 2025Q1: 4,429 shares; 2025Q2: 3,982 shares; 2025Q3: 4,070 shares; 2025Q4: 6,023 shares 6,023$477K<0.01%+1,953Timeline
ETBEATON VANCE TAX MNGED BUY WRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,464 shares; 2024Q4: 25,947 shares; 2025Q1: 27,939 shares; 2025Q2: 28,402 shares; 2025Q3: 30,292 shares; 2025Q4: 31,148 shares 31,148$476K<0.01%+856Timeline
UJUNINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,688 shares; 2024Q4: 9,768 shares; 2025Q1: 9,818 shares; 2025Q2: 12,397 shares; 2025Q3: 12,550 shares; 2025Q4: 12,711 shares 12,711$475K<0.01%+161Timeline
BROSDUTCH BROS 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: 3,412 shares; 2025Q3: not reported; 2025Q4: 7,758 shares 7,758$475K<0.01%newTimeline
SHGSHINHAN FINANCIAL GROUP CO LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,225 shares; 2025Q1: not reported; 2025Q2: 5,721 shares; 2025Q3: 6,027 shares; 2025Q4: 8,848 shares 8,848$475K<0.01%+2,821Timeline
CHWYCHEWY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,981 shares; 2024Q4: 19,675 shares; 2025Q1: 22,440 shares; 2025Q2: 21,777 shares; 2025Q3: 41,205 shares; 2025Q4: 14,321 shares 14,321$473K<0.01%-26,884Timeline
RRXREGAL REXNORD CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,780 shares; 2024Q4: 1,787 shares; 2025Q1: not reported; 2025Q2: 1,774 shares; 2025Q3: 2,833 shares; 2025Q4: 3,365 shares 3,365$472K<0.01%+532Timeline
ITGRINTEGER HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,076 shares; 2024Q4: 6,197 shares; 2025Q1: 8,026 shares; 2025Q2: 8,222 shares; 2025Q3: 7,750 shares; 2025Q4: 6,020 shares 6,020$472K<0.01%-1,730Timeline
IMTBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,848 shares; 2024Q4: 10,851 shares; 2025Q1: 10,354 shares; 2025Q2: 10,770 shares; 2025Q3: 10,986 shares; 2025Q4: 10,675 shares 10,675$472K<0.01%-311Timeline
ELFE L F BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,324 shares; 2024Q4: 23,820 shares; 2025Q1: 22,206 shares; 2025Q2: 19,020 shares; 2025Q3: 9,934 shares; 2025Q4: 6,202 shares 6,202$472K<0.01%-3,732Timeline
APAMARTISAN PARTNERS ASSET MGMTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,035 shares; 2024Q4: 6,744 shares; 2025Q1: 7,893 shares; 2025Q2: 8,772 shares; 2025Q3: 10,857 shares; 2025Q4: 11,564 shares 11,564$471K<0.01%+707Timeline
MCMOELIS & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,679 shares; 2024Q4: 6,828 shares; 2025Q1: 7,845 shares; 2025Q2: 8,307 shares; 2025Q3: 8,086 shares; 2025Q4: 6,851 shares 6,851$471K<0.01%-1,235Timeline
MAYWAIM 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: 9,297 shares; 2025Q3: 15,177 shares; 2025Q4: 14,020 shares 14,020$470K<0.01%-1,157Timeline
FXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,948 shares; 2024Q4: 15,722 shares; 2025Q1: 15,805 shares; 2025Q2: 24,084 shares; 2025Q3: 21,811 shares; 2025Q4: 12,281 shares 12,281$470K<0.01%-9,530Timeline
KIMKIMCO REALTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,632 shares; 2024Q4: 18,782 shares; 2025Q1: 19,561 shares; 2025Q2: 21,743 shares; 2025Q3: 22,448 shares; 2025Q4: 23,123 shares 23,123$469K<0.01%+675Timeline
ROADCONSTRUCTION PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,563 shares; 2024Q4: 19,231 shares; 2025Q1: 5,649 shares; 2025Q2: 4,900 shares; 2025Q3: 4,823 shares; 2025Q4: 4,311 shares 4,311$468K<0.01%-512Timeline
LNWOLIGHT & WONDER 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: 5,940 shares; 2025Q3: 5,220 shares; 2025Q4: 4,539 shares 4,539$468K<0.01%-681Timeline
IBTMISHARES 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: 11,417 shares; 2025Q3: 19,631 shares; 2025Q4: 20,227 shares 20,227$467K<0.01%+596Timeline
MIDDMIDDLEBY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,606 shares; 2024Q4: 2,049 shares; 2025Q1: 2,350 shares; 2025Q2: 2,699 shares; 2025Q3: 2,771 shares; 2025Q4: 3,138 shares 3,138$467K<0.01%+367Timeline
GIBCGI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,993 shares; 2025Q1: 3,613 shares; 2025Q2: 4,926 shares; 2025Q3: 5,893 shares; 2025Q4: 5,054 shares 5,054$467K<0.01%-839Timeline
DTDWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,059 shares; 2024Q4: 4,838 shares; 2025Q1: 4,718 shares; 2025Q2: 4,592 shares; 2025Q3: 4,588 shares; 2025Q4: 5,495 shares 5,495$466K<0.01%+907Timeline
CHECHEMED CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,457 shares; 2024Q4: 1,553 shares; 2025Q1: 1,707 shares; 2025Q2: 1,668 shares; 2025Q3: 1,465 shares; 2025Q4: 1,090 shares 1,090$466K<0.01%-375Timeline
PTCPTC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,181 shares; 2024Q4: 3,394 shares; 2025Q1: 2,437 shares; 2025Q2: 4,391 shares; 2025Q3: 2,820 shares; 2025Q4: 2,668 shares 2,668$465K<0.01%-152Timeline
MSAMSA SAFETY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,778 shares; 2024Q4: 2,398 shares; 2025Q1: 2,479 shares; 2025Q2: 2,550 shares; 2025Q3: 2,314 shares; 2025Q4: 2,894 shares 2,894$463K<0.01%+580Timeline
NVMINOVA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,256 shares; 2025Q2: 1,259 shares; 2025Q3: 1,160 shares; 2025Q4: 1,411 shares 1,411$463K<0.01%+251Timeline
RSPNINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,657 shares; 2024Q4: 12,814 shares; 2025Q1: 14,073 shares; 2025Q2: 6,913 shares; 2025Q3: 7,298 shares; 2025Q4: 8,132 shares 8,132$461K<0.01%+834Timeline
STXGEA 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: 7,464 shares; 2025Q2: 7,480 shares; 2025Q3: 8,982 shares; 2025Q4: 9,040 shares 9,040$460K<0.01%+58Timeline
KWRQUAKER HOUGHTONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,918 shares; 2024Q4: 3,072 shares; 2025Q1: 3,462 shares; 2025Q2: 3,523 shares; 2025Q3: 3,363 shares; 2025Q4: 3,346 shares 3,346$459K<0.01%-17Timeline
BGCBGC GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,425 shares; 2024Q4: 23,668 shares; 2025Q1: 27,749 shares; 2025Q2: 28,466 shares; 2025Q3: 40,771 shares; 2025Q4: 51,428 shares 51,428$459K<0.01%+10,657Timeline
CORTCORCEPT THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,855 shares; 2024Q4: 5,085 shares; 2025Q1: 6,761 shares; 2025Q2: 9,280 shares; 2025Q3: 10,631 shares; 2025Q4: 13,191 shares 13,191$459K<0.01%+2,560Timeline
BKTIBK TECHNOLOGIES CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,851 shares; 2025Q3: 11,258 shares; 2025Q4: 6,152 shares 6,152$459K<0.01%-5,106Timeline
JPREJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,369 shares; 2024Q4: 5,327 shares; 2025Q1: 7,503 shares; 2025Q2: 7,450 shares; 2025Q3: 8,044 shares; 2025Q4: 9,823 shares 9,823$459K<0.01%+1,779Timeline
IEZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,273 shares; 2024Q4: 32,317 shares; 2025Q1: 17,067 shares; 2025Q2: 17,707 shares; 2025Q3: 20,269 shares; 2025Q4: 21,982 shares 21,982$459K<0.01%+1,713Timeline
XETYXEATON VANCE TAX-MANAGED DIVEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,405 shares; 2024Q4: 22,136 shares; 2025Q1: 25,886 shares; 2025Q2: 28,508 shares; 2025Q3: 29,167 shares; 2025Q4: 29,856 shares 29,856$458K<0.01%+689Timeline
TANINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,057 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,323 shares 9,323$458K<0.01%newTimeline
WTPIWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,174 shares; 2025Q2: 9,876 shares; 2025Q3: 12,443 shares; 2025Q4: 13,866 shares 13,866$458K<0.01%+1,423Timeline
GOVIINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,392 shares; 2024Q4: 21,871 shares; 2025Q1: 21,279 shares; 2025Q2: 24,387 shares; 2025Q3: 25,234 shares; 2025Q4: 16,616 shares 16,616$458K<0.01%-8,618Timeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,608 shares; 2025Q1: 4,134 shares; 2025Q2: 4,738 shares; 2025Q3: 4,498 shares; 2025Q4: 5,111 shares 5,111$458K<0.01%+613Timeline
RBUFINNOVATOR 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: 8,848 shares; 2025Q2: 12,044 shares; 2025Q3: 13,892 shares; 2025Q4: 15,709 shares 15,709$456K<0.01%+1,817Timeline
XPOXPO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,159 shares; 2024Q4: 2,167 shares; 2025Q1: 2,047 shares; 2025Q2: 2,193 shares; 2025Q3: 2,553 shares; 2025Q4: 3,348 shares 3,348$455K<0.01%+795Timeline
CIGICOLLIERS INTL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,698 shares; 2025Q1: 2,553 shares; 2025Q2: 2,840 shares; 2025Q3: 2,818 shares; 2025Q4: 3,095 shares 3,095$455K<0.01%+277Timeline
SEPWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,158 shares; 2024Q4: 8,158 shares; 2025Q1: 8,158 shares; 2025Q2: 8,158 shares; 2025Q3: 10,065 shares; 2025Q4: 14,251 shares 14,251$455K<0.01%+4,186Timeline
AFGAMERICAN FINANCIAL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,400 shares; 2024Q4: 3,608 shares; 2025Q1: 8,004 shares; 2025Q2: 2,693 shares; 2025Q3: 2,831 shares; 2025Q4: 3,326 shares 3,326$455K<0.01%+495Timeline
DLTRDOLLAR TREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,220 shares; 2024Q4: 4,475 shares; 2025Q1: 4,869 shares; 2025Q2: 3,204 shares; 2025Q3: 3,444 shares; 2025Q4: 3,691 shares 3,691$454K<0.01%+247Timeline
INSWINTERNATIONAL SEAWAYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,970 shares; 2024Q4: not reported; 2025Q1: 8,931 shares; 2025Q2: 12,002 shares; 2025Q3: 12,702 shares; 2025Q4: 9,337 shares 9,337$453K<0.01%-3,365Timeline
JPCNUVEEN PFD & INCOME OPPORTUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,789 shares; 2024Q4: 26,928 shares; 2025Q1: 17,000 shares; 2025Q2: 29,156 shares; 2025Q3: 56,993 shares; 2025Q4: 55,831 shares 55,831$453K<0.01%-1,162Timeline
UNFIUNITED NAT FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,400 shares 13,400$451K<0.01%newTimeline
UTFCOHEN & STEERS INFRASTRUCTURQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,403 shares; 2024Q4: 14,107 shares; 2025Q1: 14,092 shares; 2025Q2: 16,353 shares; 2025Q3: 18,086 shares; 2025Q4: 18,679 shares 18,679$450K<0.01%+593Timeline
JAZZJAZZ PHARMACEUTICALS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,497 shares; 2025Q1: 16,339 shares; 2025Q2: 13,260 shares; 2025Q3: 5,678 shares; 2025Q4: 2,648 shares 2,648$450K<0.01%-3,030Timeline
XNEAXNUVEEN AMT FREE QLTY MUN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,526 shares; 2024Q4: 22,076 shares; 2025Q1: 23,145 shares; 2025Q2: 25,003 shares; 2025Q3: 32,940 shares; 2025Q4: 38,682 shares 38,682$450K<0.01%+5,742Timeline
OIAINVESCO MUNI INCOME OPP TRSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,410 shares; 2024Q4: 87,394 shares; 2025Q1: 87,467 shares; 2025Q2: 86,045 shares; 2025Q3: 78,939 shares; 2025Q4: 74,826 shares 74,826$450K<0.01%-4,113Timeline
DJDINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,086 shares; 2024Q4: 8,952 shares; 2025Q1: 7,943 shares; 2025Q2: 8,097 shares; 2025Q3: 6,001 shares; 2025Q4: 7,865 shares 7,865$449K<0.01%+1,864Timeline
FBINFORTUNE BRANDS INNOVATIONS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,674 shares; 2024Q4: 5,043 shares; 2025Q1: 5,760 shares; 2025Q2: 5,474 shares; 2025Q3: 8,111 shares; 2025Q4: 8,975 shares 8,975$449K<0.01%+864Timeline
EESWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,822 shares; 2024Q4: 8,931 shares; 2025Q1: 8,694 shares; 2025Q2: 7,734 shares; 2025Q3: 7,874 shares; 2025Q4: 7,842 shares 7,842$446K<0.01%-32Timeline
UMARINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,778 shares; 2024Q4: not reported; 2025Q1: 7,214 shares; 2025Q2: 16,569 shares; 2025Q3: 11,171 shares; 2025Q4: 11,171 shares 11,171$446K<0.01%0Timeline
ULSUL 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: 8,167 shares; 2025Q4: 5,643 shares 5,643$445K<0.01%-2,524Timeline
FERFERROVIAL 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: 6,661 shares; 2025Q4: 6,887 shares 6,887$445K<0.01%+226Timeline
DUOLDUOLINGO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,612 shares; 2024Q4: 3,361 shares; 2025Q1: 2,820 shares; 2025Q2: 2,377 shares; 2025Q3: 5,095 shares; 2025Q4: 2,534 shares 2,534$445K<0.01%-2,561Timeline
GJUNFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,033 shares; 2024Q4: 11,069 shares; 2025Q1: 11,069 shares; 2025Q2: 11,472 shares; 2025Q3: not reported; 2025Q4: 11,145 shares 11,145$441K<0.01%newTimeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,555 shares; 2024Q4: not reported; 2025Q1: 3,427 shares; 2025Q2: not reported; 2025Q3: 1,952 shares; 2025Q4: 3,882 shares 3,882$440K<0.01%+1,930Timeline
JMTGJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,617 shares 8,617$440K<0.01%newTimeline
MARWAIM 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: 283,404 shares; 2025Q2: 393,494 shares; 2025Q3: 75,323 shares; 2025Q4: 12,801 shares 12,801$440K<0.01%-62,522Timeline
FRSHFRESHWORKS 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: 20,510 shares; 2025Q4: 35,861 shares 35,861$439K<0.01%+15,351Timeline
JDJD.COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,539 shares; 2024Q4: 22,511 shares; 2025Q1: 25,837 shares; 2025Q2: 16,170 shares; 2025Q3: 16,296 shares; 2025Q4: 15,268 shares 15,268$438K<0.01%-1,028Timeline
VIVTELEFONICA BRASIL SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,060 shares; 2025Q4: 36,943 shares 36,943$438K<0.01%-1,117Timeline
IBTPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,156 shares; 2025Q3: 16,636 shares; 2025Q4: 16,968 shares 16,968$438K<0.01%+332Timeline
BBDCBARINGS BDC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,076 shares; 2024Q4: 50,694 shares; 2025Q1: 55,331 shares; 2025Q2: 74,970 shares; 2025Q3: 84,627 shares; 2025Q4: 47,656 shares 47,656$437K<0.01%-36,971Timeline
IBTJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,504 shares; 2024Q4: 14,022 shares; 2025Q1: 13,564 shares; 2025Q2: 18,415 shares; 2025Q3: 18,363 shares; 2025Q4: 19,880 shares 19,880$436K<0.01%+1,517Timeline
AXSMAXSOME THERAPEUTICS 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: 2,388 shares 2,388$436K<0.01%newTimeline
STXVEA 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: 10,482 shares; 2025Q2: 11,268 shares; 2025Q3: 14,320 shares; 2025Q4: 13,029 shares 13,029$436K<0.01%-1,291Timeline
EPCEDGEWELL PERSONAL CARE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,931 shares; 2024Q4: 31,509 shares; 2025Q1: 31,372 shares; 2025Q2: 31,688 shares; 2025Q3: 33,666 shares; 2025Q4: 25,538 shares 25,538$435K<0.01%-8,128Timeline
MUSTCOLUMBIA ETF TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,185 shares; 2024Q4: 17,727 shares; 2025Q1: 18,334 shares; 2025Q2: 18,754 shares; 2025Q3: 19,717 shares; 2025Q4: 21,045 shares 21,045$434K<0.01%+1,328Timeline
UMBFUMB FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,978 shares; 2024Q4: 2,106 shares; 2025Q1: 3,477 shares; 2025Q2: 3,484 shares; 2025Q3: 3,921 shares; 2025Q4: 3,770 shares 3,770$434K<0.01%-151Timeline
UMIUSCF ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,120 shares; 2025Q1: 7,501 shares; 2025Q2: 11,419 shares; 2025Q3: 11,104 shares; 2025Q4: 8,818 shares 8,818$433K<0.01%-2,286Timeline
CSMPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,172 shares; 2025Q1: 5,856 shares; 2025Q2: 5,587 shares; 2025Q3: 5,602 shares; 2025Q4: 5,419 shares 5,419$432K<0.01%-183Timeline
EQHEQUITABLE 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: 5,217 shares; 2025Q2: 7,391 shares; 2025Q3: 7,346 shares; 2025Q4: 9,027 shares 9,027$430K<0.01%+1,681Timeline
PLABPHOTRONICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,714 shares; 2024Q4: 13,851 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,431 shares 13,431$430K<0.01%newTimeline
BHKBLACKROCK CORE BD 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: 24,725 shares; 2025Q3: 29,344 shares; 2025Q4: 44,683 shares 44,683$429K<0.01%+15,339Timeline
KBKB FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,586 shares; 2025Q1: 3,920 shares; 2025Q2: 4,126 shares; 2025Q3: 4,286 shares; 2025Q4: 4,977 shares 4,977$428K<0.01%+691Timeline
RZVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,052 shares; 2024Q4: 4,471 shares; 2025Q1: 4,406 shares; 2025Q2: 3,581 shares; 2025Q3: 3,379 shares; 2025Q4: 3,593 shares 3,593$427K<0.01%+214Timeline
TUASIMPLIFY 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: 127,219 shares; 2025Q2: 18,657 shares; 2025Q3: 17,235 shares; 2025Q4: 19,451 shares 19,451$426K<0.01%+2,216Timeline
QQQJINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,525 shares; 2024Q4: 15,966 shares; 2025Q1: 16,916 shares; 2025Q2: 17,425 shares; 2025Q3: 13,279 shares; 2025Q4: 11,548 shares 11,548$426K<0.01%-1,731Timeline
ALKTALKAMI TECHNOLOGY 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: 21,103 shares; 2025Q4: 18,443 shares 18,443$425K<0.01%-2,660Timeline
GMEDGLOBUS MED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,512 shares; 2024Q4: 4,798 shares; 2025Q1: 13,348 shares; 2025Q2: 7,231 shares; 2025Q3: 5,647 shares; 2025Q4: 4,862 shares 4,862$425K<0.01%-785Timeline
JPEMJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,236 shares; 2024Q4: 7,840 shares; 2025Q1: 8,061 shares; 2025Q2: 8,320 shares; 2025Q3: 6,907 shares; 2025Q4: 6,986 shares 6,986$424K<0.01%+79Timeline
FNDCSCHWAB STRATEGIC 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: 5,535 shares; 2025Q4: 9,523 shares 9,523$424K<0.01%+3,988Timeline
UUNITY SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,605 shares 9,605$424K<0.01%newTimeline
THQABRDN HEALTHCARE OPPORTUNITIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,838 shares; 2024Q4: 21,910 shares; 2025Q1: 22,062 shares; 2025Q2: 21,191 shares; 2025Q3: 21,901 shares; 2025Q4: 22,130 shares 22,130$423K<0.01%+229Timeline
GBDCGOLUB CAP BDC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,031 shares; 2024Q4: 26,563 shares; 2025Q1: 33,887 shares; 2025Q2: 32,361 shares; 2025Q3: 32,332 shares; 2025Q4: 31,131 shares 31,131$422K<0.01%-1,201Timeline
ARKBARK 21SHARES BITCOIN ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,047 shares; 2025Q2: 17,701 shares; 2025Q3: 17,862 shares; 2025Q4: 14,539 shares 14,539$422K<0.01%-3,323Timeline
FDISFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,297 shares; 2024Q4: 8,349 shares; 2025Q1: 20,852 shares; 2025Q2: 5,259 shares; 2025Q3: 5,234 shares; 2025Q4: 4,132 shares 4,132$422K<0.01%-1,102Timeline
CNOCNO FINL 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: 6,165 shares; 2025Q4: 9,916 shares 9,916$421K<0.01%+3,751Timeline
KOCTINNOVATOR 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: 12,502 shares 12,502$421K<0.01%newTimeline
YOUCLEAR SECURE 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: 8,717 shares; 2025Q3: 9,314 shares; 2025Q4: 11,992 shares 11,992$421K<0.01%+2,678Timeline
JPINJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,604 shares; 2024Q4: 5,806 shares; 2025Q1: 6,735 shares; 2025Q2: 6,157 shares; 2025Q3: 5,973 shares; 2025Q4: 6,174 shares 6,174$421K<0.01%+201Timeline
BUFYFIRST 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: 11,608 shares; 2025Q2: 45,747 shares; 2025Q3: 27,457 shares; 2025Q4: 18,891 shares 18,891$420K<0.01%-8,566Timeline
ILOWAB ACTIVE ETFS 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: 5,873 shares; 2025Q3: 12,667 shares; 2025Q4: 9,833 shares 9,833$419K<0.01%-2,834Timeline
XEXGXEATON VANCE TAX-MANAGED GLOBQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,197 shares; 2024Q4: 35,426 shares; 2025Q1: 61,634 shares; 2025Q2: 64,075 shares; 2025Q3: 65,612 shares; 2025Q4: 43,811 shares 43,811$418K<0.01%-21,801Timeline
VOYAVOYA FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,148 shares; 2024Q4: 5,339 shares; 2025Q1: 5,949 shares; 2025Q2: 6,128 shares; 2025Q3: 6,053 shares; 2025Q4: 5,601 shares 5,601$417K<0.01%-452Timeline
JHMMJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,837 shares; 2024Q4: 12,025 shares; 2025Q1: 6,412 shares; 2025Q2: 5,422 shares; 2025Q3: 5,261 shares; 2025Q4: 6,371 shares 6,371$417K<0.01%+1,110Timeline
HLALLISTED 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: not reported; 2025Q3: 7,103 shares; 2025Q4: 6,717 shares 6,717$417K<0.01%-386Timeline
CMDYISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,452 shares; 2025Q4: 8,517 shares 8,517$415K<0.01%+3,065Timeline
EWZISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,318 shares; 2024Q4: 16,372 shares; 2025Q1: 13,923 shares; 2025Q2: 23,759 shares; 2025Q3: 14,844 shares; 2025Q4: 13,053 shares 13,053$415K<0.01%-1,791Timeline
FLSFLOWSERVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,447 shares; 2025Q4: 5,972 shares 5,972$414K<0.01%+525Timeline
RSPFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,001 shares; 2024Q4: 5,008 shares; 2025Q1: 4,891 shares; 2025Q2: 4,965 shares; 2025Q3: 4,559 shares; 2025Q4: 5,274 shares 5,274$414K<0.01%+715Timeline
RBRKRUBRIK 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: 4,810 shares; 2025Q4: 5,406 shares 5,406$413K<0.01%+596Timeline
SEESEALED AIR CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,297 shares; 2024Q4: 33,100 shares; 2025Q1: 30,919 shares; 2025Q2: 32,762 shares; 2025Q3: 31,459 shares; 2025Q4: 9,978 shares 9,978$413K<0.01%-21,481Timeline
XBBBONDBLOXX 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: 9,406 shares; 2025Q4: 10,029 shares 10,029$413K<0.01%+623Timeline
PFGCPERFORMANCE FOOD GROUP COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,030 shares; 2024Q4: 5,271 shares; 2025Q1: 6,122 shares; 2025Q2: 6,095 shares; 2025Q3: 4,550 shares; 2025Q4: 4,577 shares 4,577$412K<0.01%+27Timeline
IVTINVENTRUST PPTYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,157 shares; 2025Q1: 8,391 shares; 2025Q2: 12,230 shares; 2025Q3: 13,519 shares; 2025Q4: 14,568 shares 14,568$411K<0.01%+1,049Timeline
FTMHPUTNAM 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: 35,500 shares 35,500$411K<0.01%newTimeline
SIRISIRIUSXM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,482 shares; 2024Q4: 20,875 shares; 2025Q1: 20,034 shares; 2025Q2: 20,617 shares; 2025Q3: 20,550 shares; 2025Q4: 20,536 shares 20,536$411K<0.01%-14Timeline
LGOVFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,412 shares; 2024Q4: 13,039 shares; 2025Q1: 18,861 shares; 2025Q2: 15,787 shares; 2025Q3: 17,014 shares; 2025Q4: 18,786 shares 18,786$410K<0.01%+1,772Timeline
LVHDLEGG MASON ETF INVTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,954 shares; 2024Q4: 13,333 shares; 2025Q1: 9,669 shares; 2025Q2: 10,265 shares; 2025Q3: 10,332 shares; 2025Q4: 10,226 shares 10,226$408K<0.01%-106Timeline
PARRPAR PAC HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,586 shares 11,586$407K<0.01%newTimeline
EIGEMPLOYERS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,806 shares; 2024Q4: 8,408 shares; 2025Q1: 8,213 shares; 2025Q2: 10,450 shares; 2025Q3: 8,931 shares; 2025Q4: 9,418 shares 9,418$407K<0.01%+487Timeline
FNDFLOOR & DECOR HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,804 shares; 2024Q4: 9,843 shares; 2025Q1: 9,714 shares; 2025Q2: 11,402 shares; 2025Q3: 7,646 shares; 2025Q4: 6,676 shares 6,676$407K<0.01%-970Timeline
NXSTNEXSTAR MEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,422 shares; 2025Q1: 1,486 shares; 2025Q2: 1,713 shares; 2025Q3: 1,679 shares; 2025Q4: 2,000 shares 2,000$406K<0.01%+321Timeline
CPKCHESAPEAKE UTILS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,138 shares; 2024Q4: 3,007 shares; 2025Q1: 2,072 shares; 2025Q2: 2,869 shares; 2025Q3: 2,899 shares; 2025Q4: 3,253 shares 3,253$406K<0.01%+354Timeline
FELVFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,440 shares; 2024Q4: 9,395 shares; 2025Q1: 9,574 shares; 2025Q2: 10,019 shares; 2025Q3: 9,361 shares; 2025Q4: 11,665 shares 11,665$404K<0.01%+2,304Timeline
HECAETF OPPORTUNITIES 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: 14,577 shares 14,577$403K<0.01%newTimeline
XRAYDENTSPLY SIRONA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,682 shares; 2024Q4: 34,057 shares; 2025Q1: 44,698 shares; 2025Q2: 66,123 shares; 2025Q3: 70,926 shares; 2025Q4: 35,251 shares 35,251$403K<0.01%-35,675Timeline
SYMSYMBOTIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,292 shares; 2024Q4: 16,008 shares; 2025Q1: 12,796 shares; 2025Q2: 9,561 shares; 2025Q3: 6,850 shares; 2025Q4: 6,771 shares 6,771$403K<0.01%-79Timeline
DIVGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,425 shares; 2024Q4: 17,979 shares; 2025Q1: 20,690 shares; 2025Q2: 21,131 shares; 2025Q3: 22,034 shares; 2025Q4: 23,260 shares 23,260$403K<0.01%+1,226Timeline
KRMNKARMAN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,500 shares 5,500$402K<0.01%newTimeline
PPTFRANKLIN PREMIER INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,548 shares; 2024Q4: 94,595 shares; 2025Q1: 93,507 shares; 2025Q2: 99,445 shares; 2025Q3: 105,164 shares; 2025Q4: 113,395 shares 113,395$401K<0.01%+8,231Timeline
AJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,774 shares; 2024Q4: 16,886 shares; 2025Q1: 14,406 shares; 2025Q2: 14,406 shares; 2025Q3: 14,406 shares; 2025Q4: 14,406 shares 14,406$401K<0.01%0Timeline
ITGARTNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,397 shares; 2024Q4: 3,274 shares; 2025Q1: 3,064 shares; 2025Q2: 2,057 shares; 2025Q3: 1,671 shares; 2025Q4: 1,590 shares 1,590$401K<0.01%-81Timeline
PHKPIMCO HIGH INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,328 shares; 2024Q4: 46,860 shares; 2025Q1: 61,570 shares; 2025Q2: 68,046 shares; 2025Q3: 76,080 shares; 2025Q4: 82,080 shares 82,080$399K<0.01%+6,000Timeline
DVYEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,589 shares; 2025Q2: 15,514 shares; 2025Q3: 10,950 shares; 2025Q4: 12,791 shares 12,791$399K<0.01%+1,841Timeline
AFLGFIRST 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: 6,222 shares; 2025Q1: 7,841 shares; 2025Q2: 7,860 shares; 2025Q3: 7,980 shares; 2025Q4: 10,193 shares 10,193$399K<0.01%+2,213Timeline
NOVNOV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,388 shares; 2024Q4: 18,770 shares; 2025Q1: 28,220 shares; 2025Q2: 29,919 shares; 2025Q3: 27,134 shares; 2025Q4: 25,481 shares 25,481$398K<0.01%-1,653Timeline
PPGPPG INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,573 shares; 2024Q4: 14,832 shares; 2025Q1: 15,374 shares; 2025Q2: 4,026 shares; 2025Q3: 3,471 shares; 2025Q4: 3,882 shares 3,882$398K<0.01%+411Timeline
PSLINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,184 shares; 2025Q2: 2,233 shares; 2025Q3: 4,320 shares; 2025Q4: 3,955 shares 3,955$397K<0.01%-365Timeline
SAMTADVISORS INNER CIRCLE FD IIIQuarterly 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: 8,999 shares; 2025Q3: 9,748 shares; 2025Q4: 10,290 shares 10,290$396K<0.01%+542Timeline
ARMKARAMARKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,628 shares; 2025Q2: 9,865 shares; 2025Q3: 9,482 shares; 2025Q4: 10,749 shares 10,749$396K<0.01%+1,267Timeline
BRBRBELLRING BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,832 shares; 2024Q4: 7,616 shares; 2025Q1: 10,279 shares; 2025Q2: 27,584 shares; 2025Q3: 16,976 shares; 2025Q4: 14,813 shares 14,813$396K<0.01%-2,163Timeline
UECURANIUM 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: 11,691 shares; 2025Q3: 31,268 shares; 2025Q4: 33,842 shares 33,842$395K<0.01%+2,574Timeline
TSEMTOWER SEMICONDUCTOR LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,163 shares; 2024Q4: 6,194 shares; 2025Q1: 6,390 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,358 shares 3,358$394K<0.01%newTimeline
FTXNFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,760 shares; 2024Q4: 14,424 shares; 2025Q1: 15,436 shares; 2025Q2: 16,054 shares; 2025Q3: 13,432 shares; 2025Q4: 14,101 shares 14,101$394K<0.01%+669Timeline
SLMSLM 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: 12,775 shares; 2025Q3: 13,057 shares; 2025Q4: 14,523 shares 14,523$393K<0.01%+1,466Timeline
APAAPA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,769 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,582 shares; 2025Q4: 16,059 shares 16,059$393K<0.01%+7,477Timeline
AMPHAMPHASTAR PHARMACEUTICALS 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: not reported; 2025Q3: 8,462 shares; 2025Q4: 14,661 shares 14,661$393K<0.01%+6,199Timeline
GHCGRAHAM HLDGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248 shares; 2024Q4: 266 shares; 2025Q1: 319 shares; 2025Q2: 353 shares; 2025Q3: 334 shares; 2025Q4: 357 shares 357$392K<0.01%+23Timeline
BTUPEABODY ENGR 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: 13,201 shares 13,201$392K<0.01%newTimeline
BGRNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,318 shares; 2024Q4: 7,290 shares; 2025Q1: 8,065 shares; 2025Q2: 7,898 shares; 2025Q3: 8,305 shares; 2025Q4: 8,161 shares 8,161$391K<0.01%-144Timeline
XTLSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,003 shares; 2025Q1: 2,064 shares; 2025Q2: 2,120 shares; 2025Q3: 2,310 shares; 2025Q4: 2,551 shares 2,551$391K<0.01%+241Timeline
AMGAFFILIATED MANAGERS GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,093 shares; 2025Q3: 1,213 shares; 2025Q4: 1,354 shares 1,354$390K<0.01%+141Timeline
EBNDSPDR 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: not reported; 2025Q4: 18,250 shares 18,250$390K<0.01%newTimeline
BRCBRADY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,789 shares; 2025Q4: 4,970 shares 4,970$390K<0.01%+2,181Timeline
BENFRANKLIN TEMPLETON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,457 shares; 2024Q4: 18,354 shares; 2025Q1: 15,520 shares; 2025Q2: 15,307 shares; 2025Q3: 15,175 shares; 2025Q4: 16,297 shares 16,297$389K<0.01%+1,122Timeline
EVTCEVERTEC 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: 6,215 shares; 2025Q3: 9,033 shares; 2025Q4: 13,380 shares 13,380$389K<0.01%+4,347Timeline
MIRMIRION TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,448 shares; 2025Q3: 14,912 shares; 2025Q4: 16,604 shares 16,604$389K<0.01%+1,692Timeline
ICLRICON PUB LTD COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,834 shares; 2024Q4: 16,921 shares; 2025Q1: 11,872 shares; 2025Q2: not reported; 2025Q3: 1,731 shares; 2025Q4: 2,131 shares 2,131$388K<0.01%+400Timeline
FEMBFIRST 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,267 shares; 2025Q4: 13,030 shares 13,030$388K<0.01%+2,763Timeline
JSMDJANUS DETROIT STR 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: 2,795 shares; 2025Q3: 3,672 shares; 2025Q4: 4,757 shares 4,757$388K<0.01%+1,085Timeline
USAIPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,904 shares; 2025Q1: 10,955 shares; 2025Q2: 9,936 shares; 2025Q3: 9,179 shares; 2025Q4: 10,169 shares 10,169$388K<0.01%+990Timeline
INDIVIOR PLCINDIVIOR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,789 shares 10,789$387K<0.01%new
RISRTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,230 shares; 2024Q4: 6,553 shares; 2025Q1: 6,042 shares; 2025Q2: 8,756 shares; 2025Q3: 11,626 shares; 2025Q4: 10,703 shares 10,703$386K<0.01%-923Timeline
KOFCOCA-COLA FEMSA SAB DE CVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,945 shares; 2024Q4: 4,928 shares; 2025Q1: 4,733 shares; 2025Q2: 5,298 shares; 2025Q3: 5,413 shares; 2025Q4: 4,073 shares 4,073$386K<0.01%-1,340Timeline
RGTIRIGETTI COMPUTING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,262 shares; 2025Q3: 15,774 shares; 2025Q4: 17,399 shares 17,399$385K<0.01%+1,625Timeline
REVGREV 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: not reported; 2025Q4: 6,337 shares 6,337$385K<0.01%newTimeline
PECOPHILLIPS EDISON & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,938 shares; 2024Q4: 9,002 shares; 2025Q1: 9,215 shares; 2025Q2: 10,948 shares; 2025Q3: 10,739 shares; 2025Q4: 10,830 shares 10,830$385K<0.01%+91Timeline
ADUSADDUS HOMECARE 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: 1,894 shares; 2025Q3: 3,576 shares; 2025Q4: 3,586 shares 3,586$385K<0.01%+10Timeline
CUKCARNIVAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,439 shares; 2025Q1: 11,095 shares; 2025Q2: 13,733 shares; 2025Q3: 11,819 shares; 2025Q4: 12,697 shares 12,697$385K<0.01%+878Timeline
AHYBAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,343 shares; 2024Q4: 8,116 shares; 2025Q1: 6,572 shares; 2025Q2: 7,770 shares; 2025Q3: 7,619 shares; 2025Q4: 8,232 shares 8,232$385K<0.01%+613Timeline
BBHVANECK 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: 2,027 shares 2,027$384K<0.01%newTimeline
XAPRFIRST 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: not reported; 2025Q2: 5,897 shares; 2025Q3: 7,768 shares; 2025Q4: 10,472 shares 10,472$382K<0.01%+2,704Timeline
DARDARLING INGREDIENTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,846 shares; 2024Q4: 9,465 shares; 2025Q1: 12,378 shares; 2025Q2: 14,109 shares; 2025Q3: 9,970 shares; 2025Q4: 10,598 shares 10,598$382K<0.01%+628Timeline
NUSCNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,100 shares; 2024Q4: 9,747 shares; 2025Q1: 16,160 shares; 2025Q2: 15,502 shares; 2025Q3: 8,288 shares; 2025Q4: 8,544 shares 8,544$381K<0.01%+256Timeline
AAONAAON 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: 4,210 shares; 2025Q4: 4,990 shares 4,990$380K<0.01%+780Timeline
PSOPEARSON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,796 shares; 2025Q3: 21,470 shares; 2025Q4: 27,097 shares 27,097$380K<0.01%+5,627Timeline
IBDNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,792 shares; 2024Q4: 12,658 shares; 2025Q1: 11,665 shares; 2025Q2: 14,202 shares; 2025Q3: 14,428 shares; 2025Q4: 15,717 shares 15,717$380K<0.01%+1,289Timeline
XRNPXCOHEN & STEERS REIT & PFD &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: 9,053 shares; 2025Q3: 13,086 shares; 2025Q4: 19,145 shares 19,145$380K<0.01%+6,059Timeline
CGNXCOGNEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,491 shares; 2024Q4: 12,801 shares; 2025Q1: 13,237 shares; 2025Q2: 12,116 shares; 2025Q3: 11,426 shares; 2025Q4: 10,548 shares 10,548$380K<0.01%-878Timeline
BBIOBRIDGEBIO PHARMA 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: 4,953 shares 4,953$379K<0.01%newTimeline
LPXLOUISIANA PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,521 shares; 2025Q1: 11,854 shares; 2025Q2: 5,079 shares; 2025Q3: 5,270 shares; 2025Q4: 4,680 shares 4,680$378K<0.01%-590Timeline
VNQIVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,914 shares; 2024Q4: 7,347 shares; 2025Q1: 8,828 shares; 2025Q2: 8,724 shares; 2025Q3: 7,653 shares; 2025Q4: 8,227 shares 8,227$377K<0.01%+574Timeline
GOLFACUSHNET HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,970 shares; 2025Q1: 3,557 shares; 2025Q2: 4,240 shares; 2025Q3: 4,014 shares; 2025Q4: 4,723 shares 4,723$377K<0.01%+709Timeline
TOWNTOWNEBANK PORTSMOUTH VAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,120 shares; 2024Q4: 11,174 shares; 2025Q1: 12,210 shares; 2025Q2: 13,780 shares; 2025Q3: 15,800 shares; 2025Q4: 11,269 shares 11,269$376K<0.01%-4,531Timeline
RSPRINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,610 shares; 2024Q4: 8,493 shares; 2025Q1: 8,611 shares; 2025Q2: 9,033 shares; 2025Q3: 10,865 shares; 2025Q4: 11,157 shares 11,157$375K<0.01%+292Timeline
ITUBITAU UNIBANCO HLDG S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,959 shares; 2024Q4: 28,773 shares; 2025Q1: 38,106 shares; 2025Q2: 37,766 shares; 2025Q3: 39,358 shares; 2025Q4: 52,393 shares 52,393$375K<0.01%+13,035Timeline
FXNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,565 shares; 2024Q4: 33,354 shares; 2025Q1: 30,597 shares; 2025Q2: 23,101 shares; 2025Q3: 23,205 shares; 2025Q4: 22,700 shares 22,700$374K<0.01%-505Timeline
PXHINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,724 shares; 2024Q4: 13,850 shares; 2025Q1: 15,202 shares; 2025Q2: 12,588 shares; 2025Q3: 11,058 shares; 2025Q4: 14,456 shares 14,456$373K<0.01%+3,398Timeline
NGDNEW GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,874 shares; 2025Q3: 33,996 shares; 2025Q4: 42,782 shares 42,782$373K<0.01%+8,786Timeline
GPIXGOLDMAN 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: not reported; 2025Q4: 7,056 shares 7,056$373K<0.01%newTimeline
RINTRUSSELL 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: 13,804 shares; 2025Q3: 10,834 shares; 2025Q4: 12,755 shares 12,755$372K<0.01%+1,921Timeline
CCBCOASTAL FINL CORP WAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,278 shares; 2024Q4: 4,488 shares; 2025Q1: 3,630 shares; 2025Q2: 3,161 shares; 2025Q3: 2,798 shares; 2025Q4: 3,247 shares 3,247$372K<0.01%+449Timeline
DFCFDIMENSIONAL 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: 5,076 shares; 2025Q2: not reported; 2025Q3: 7,188 shares; 2025Q4: 8,742 shares 8,742$372K<0.01%+1,554Timeline
ETWEATON VANCE TAX-MANAGED GLOBQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,532 shares; 2024Q4: 23,793 shares; 2025Q1: 29,047 shares; 2025Q2: 30,070 shares; 2025Q3: 33,326 shares; 2025Q4: 40,272 shares 40,272$371K<0.01%+6,946Timeline
FELEFRANKLIN ELEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,048 shares; 2024Q4: 6,073 shares; 2025Q1: 5,908 shares; 2025Q2: 4,789 shares; 2025Q3: 3,923 shares; 2025Q4: 3,884 shares 3,884$371K<0.01%-39Timeline
MTDRMATADOR RES COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,229 shares; 2024Q4: 7,408 shares; 2025Q1: 7,525 shares; 2025Q2: 8,713 shares; 2025Q3: 8,340 shares; 2025Q4: 8,737 shares 8,737$371K<0.01%+397Timeline
IBLCISHARES 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: 5,156 shares; 2025Q4: 9,023 shares 9,023$369K<0.01%+3,867Timeline
WULFTERAWULF INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,917 shares; 2025Q2: 24,908 shares; 2025Q3: 28,500 shares; 2025Q4: 32,105 shares 32,105$369K<0.01%+3,605Timeline
VCELVERICEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,125 shares; 2024Q4: 7,591 shares; 2025Q1: 9,497 shares; 2025Q2: 9,986 shares; 2025Q3: 9,638 shares; 2025Q4: 10,217 shares 10,217$368K<0.01%+579Timeline
HERDPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,423 shares; 2024Q4: 6,514 shares; 2025Q1: 7,303 shares; 2025Q2: 8,393 shares; 2025Q3: 9,032 shares; 2025Q4: 8,461 shares 8,461$368K<0.01%-571Timeline
CADECADENCE BANKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,208 shares; 2025Q1: not reported; 2025Q2: 7,176 shares; 2025Q3: 8,229 shares; 2025Q4: 8,574 shares 8,574$367K<0.01%+345Timeline
CRD-ACRAWFORD & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,485 shares; 2024Q4: 35,435 shares; 2025Q1: 35,620 shares; 2025Q2: 34,133 shares; 2025Q3: 34,348 shares; 2025Q4: 32,466 shares 32,466$365K<0.01%-1,882Timeline
MGFABERDEEN GOVT MARKETS INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,152 shares; 2024Q4: 122,151 shares; 2025Q1: 122,799 shares; 2025Q2: 123,755 shares; 2025Q3: 123,422 shares; 2025Q4: 120,713 shares 120,713$365K<0.01%-2,709Timeline
BBBIBONDBLOXX 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: 7,015 shares 7,015$365K<0.01%newTimeline
IVESWEDBUSH SER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,539 shares; 2025Q4: 11,530 shares 11,530$364K<0.01%+1,991Timeline
LVSLAS VEGAS SANDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,210 shares; 2024Q4: 14,927 shares; 2025Q1: 15,442 shares; 2025Q2: 8,534 shares; 2025Q3: not reported; 2025Q4: 5,591 shares 5,591$364K<0.01%newTimeline
WWJDNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,100 shares; 2024Q4: 10,208 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,839 shares; 2025Q4: 9,962 shares 9,962$363K<0.01%+2,123Timeline
MMACYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,275 shares; 2024Q4: 10,999 shares; 2025Q1: 10,327 shares; 2025Q2: not reported; 2025Q3: 15,553 shares; 2025Q4: 16,473 shares 16,473$363K<0.01%+920Timeline
CAKECHEESECAKE FACTORY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,134 shares; 2024Q4: 6,026 shares; 2025Q1: 6,234 shares; 2025Q2: 6,186 shares; 2025Q3: 5,655 shares; 2025Q4: 7,181 shares 7,181$362K<0.01%+1,526Timeline
PKPARK HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,634 shares; 2024Q4: 23,232 shares; 2025Q1: 20,999 shares; 2025Q2: 40,505 shares; 2025Q3: 30,502 shares; 2025Q4: 34,583 shares 34,583$362K<0.01%+4,081Timeline
PTHINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,858 shares; 2024Q4: 6,721 shares; 2025Q1: 6,676 shares; 2025Q2: 6,573 shares; 2025Q3: not reported; 2025Q4: 7,278 shares 7,278$362K<0.01%newTimeline
METVLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,697 shares; 2024Q4: 24,737 shares; 2025Q1: 25,295 shares; 2025Q2: 25,446 shares; 2025Q3: 21,220 shares; 2025Q4: 19,254 shares 19,254$362K<0.01%-1,966Timeline
QTOPISHARES 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: 11,295 shares 11,295$361K<0.01%newTimeline
SIMOSILICON MOTION TECHNOLOGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,618 shares; 2025Q3: 3,687 shares; 2025Q4: 3,887 shares 3,887$360K<0.01%+200Timeline
AOKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,205 shares; 2024Q4: 8,487 shares; 2025Q1: 8,232 shares; 2025Q2: 18,401 shares; 2025Q3: 9,730 shares; 2025Q4: 8,966 shares 8,966$360K<0.01%-764Timeline
LCIILCI INDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,158 shares; 2024Q4: 2,052 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,964 shares 2,964$360K<0.01%newTimeline
HFSIHARTFORD FDS 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: 7,797 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,121 shares 10,121$359K<0.01%newTimeline

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