Skip to content

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Follow

13F filer, CIK 1423442, Stamford, CT

O'SHAUGHNESSY ASSET MANAGEMENT, LLC reported $18,118,753,343 across 2,634 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-11. Its ten largest share positions make up 21.16% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001423442-26-000001

Period
2025-12-31
Reported value
$18.1B
Holdings
2,634
Top 10 weight
21.16%
New
223
Sold out
141

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AAPLadded+256,730$69.8M
NFLXadded+730,896$68.5M
IWDadded+219,845$46.2M
NVDAadded+215,374$40.2M
GOOGLadded+111,132$34.8M

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

Largest sells vs the previous quarter

SecurityShares changeApprox. value
WFCreduced-270,616-$25.2M
CATreduced-33,443-$19.2M
BNYreduced-140,851-$16.4M
FISreduced-241,519-$16.1M
JNJreduced-74,723-$15.5M

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 0001423442-26-000001, largest first. % of portfolio is the value over $18,118,753,343, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
STNESTONECO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,651 shares; 2024Q4: 10,790 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,820 shares; 2025Q4: 13,027 shares 13,027$193K<0.01%+1,207Timeline
CVBFCVB FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,049 shares; 2025Q1: 10,014 shares; 2025Q2: 10,526 shares; 2025Q3: 10,192 shares; 2025Q4: 10,326 shares 10,326$192K<0.01%+134Timeline
ICFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,135 shares; 2024Q4: 2,135 shares; 2025Q1: 2,507 shares; 2025Q2: 2,415 shares; 2025Q3: 2,584 shares; 2025Q4: 3,205 shares 3,205$191K<0.01%+621Timeline
FTXLFIRST 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: 140 shares; 2025Q4: 1,476 shares 1,476$191K<0.01%+1,336Timeline
IMCGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 637 shares; 2024Q4: 637 shares; 2025Q1: 1,252 shares; 2025Q2: 742 shares; 2025Q3: 1,004 shares; 2025Q4: 2,381 shares 2,381$190K<0.01%+1,377Timeline
PAAPLAINS ALL AMERN PIPELINE LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,434 shares; 2025Q2: 10,434 shares; 2025Q3: 10,434 shares; 2025Q4: 10,434 shares 10,434$187K<0.01%0Timeline
EDIVSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 813 shares; 2024Q4: 919 shares; 2025Q1: 1,208 shares; 2025Q2: 1,241 shares; 2025Q3: 3,897 shares; 2025Q4: 4,768 shares 4,768$187K<0.01%+871Timeline
NLNLI HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,234 shares; 2024Q4: 56,763 shares; 2025Q1: 63,187 shares; 2025Q2: 56,389 shares; 2025Q3: 47,941 shares; 2025Q4: 33,618 shares 33,618$184K<0.01%-14,323Timeline
EWCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,450 shares; 2024Q4: 3,434 shares; 2025Q1: 3,118 shares; 2025Q2: 3,146 shares; 2025Q3: 3,226 shares; 2025Q4: 3,396 shares 3,396$183K<0.01%+170Timeline
BBINJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 858 shares; 2025Q1: 861 shares; 2025Q2: 1,748 shares; 2025Q3: 2,318 shares; 2025Q4: 2,521 shares 2,521$182K<0.01%+203Timeline
MISLFIRST 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: not reported; 2025Q4: 4,207 shares 4,207$180K<0.01%newTimeline
EVCMEVERCOMMERCE 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: 14,608 shares 14,608$177K<0.01%newTimeline
NANRSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307 shares; 2024Q4: 307 shares; 2025Q1: 608 shares; 2025Q2: 2,441 shares; 2025Q3: 2,519 shares; 2025Q4: 2,608 shares 2,608$177K<0.01%+89Timeline
CALFPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,342 shares; 2024Q4: 3,266 shares; 2025Q1: 1,650 shares; 2025Q2: 555 shares; 2025Q3: 3,539 shares; 2025Q4: 3,965 shares 3,965$176K<0.01%+426Timeline
EEXEMERALD HOLDING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,399 shares; 2024Q4: 29,135 shares; 2025Q1: 11,806 shares; 2025Q2: not reported; 2025Q3: 24,606 shares; 2025Q4: 38,972 shares 38,972$174K<0.01%+14,366Timeline
IUSBISHARES 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: 3,697 shares 3,697$172K<0.01%newTimeline
QYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,812 shares; 2025Q1: 19,052 shares; 2025Q2: 19,129 shares; 2025Q3: 9,723 shares; 2025Q4: 9,696 shares 9,696$171K<0.01%-27Timeline
SEVNSEVEN HILLS REALTY 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: 19,222 shares 19,222$171K<0.01%newTimeline
ICOWPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,900 shares; 2024Q4: 12,909 shares; 2025Q1: 7,922 shares; 2025Q2: 4,214 shares; 2025Q3: 3,968 shares; 2025Q4: 4,407 shares 4,407$170K<0.01%+439Timeline
SPYDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 3,333 shares; 2025Q1: 7,990 shares; 2025Q2: 3,376 shares; 2025Q3: 3,919 shares; 2025Q4: 3,914 shares 3,914$169K<0.01%-5Timeline
CWBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 914 shares; 2024Q4: 914 shares; 2025Q1: 2,343 shares; 2025Q2: 988 shares; 2025Q3: 1,230 shares; 2025Q4: 1,884 shares 1,884$168K<0.01%+654Timeline
TRAKREPOSITRAK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,397 shares; 2024Q4: 64,365 shares; 2025Q1: 45,275 shares; 2025Q2: 27,059 shares; 2025Q3: 21,050 shares; 2025Q4: 13,512 shares 13,512$167K<0.01%-7,538Timeline
BONDPIMCO 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: 1,812 shares; 2025Q4: 1,787 shares 1,787$166K<0.01%-25Timeline
NWSNEWS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,316 shares; 2024Q4: 5,043 shares; 2025Q1: 5,721 shares; 2025Q2: 6,262 shares; 2025Q3: 6,686 shares; 2025Q4: 5,596 shares 5,596$166K<0.01%-1,090Timeline
TDIVFIRST 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: 142 shares; 2025Q2: 142 shares; 2025Q3: 483 shares; 2025Q4: 1,706 shares 1,706$165K<0.01%+1,223Timeline
EWLISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,610 shares; 2024Q4: 1,610 shares; 2025Q1: 1,795 shares; 2025Q2: 1,795 shares; 2025Q3: 2,569 shares; 2025Q4: 2,737 shares 2,737$164K<0.01%+168Timeline
EWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,147 shares; 2024Q4: 2,147 shares; 2025Q1: 2,147 shares; 2025Q2: 2,147 shares; 2025Q3: 2,147 shares; 2025Q4: 2,487 shares 2,487$163K<0.01%+340Timeline
CNHCNH INDL N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,105 shares; 2024Q4: 62,535 shares; 2025Q1: 68,227 shares; 2025Q2: 60,986 shares; 2025Q3: 54,164 shares; 2025Q4: 17,696 shares 17,696$163K<0.01%-36,468Timeline
BSMTINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,926 shares; 2025Q4: 7,047 shares 7,047$163K<0.01%+121Timeline
GBDCGOLUB CAP BDC 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: 10,389 shares; 2025Q4: 12,017 shares 12,017$163K<0.01%+1,628Timeline
IYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 363 shares; 2024Q4: 363 shares; 2025Q1: 923 shares; 2025Q2: 1,418 shares; 2025Q3: 1,606 shares; 2025Q4: 1,756 shares 1,756$162K<0.01%+150Timeline
CIGCIA ENERGETICA DE MINAS GERAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,084 shares; 2024Q4: 131,951 shares; 2025Q1: 123,186 shares; 2025Q2: 58,317 shares; 2025Q3: 67,653 shares; 2025Q4: 80,905 shares 80,905$162K<0.01%+13,252Timeline
CCUCOMPANIA CERVECERIAS UNIDASQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,891 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,159 shares; 2025Q3: not reported; 2025Q4: 12,670 shares 12,670$162K<0.01%newTimeline
BSMSINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,856 shares; 2025Q4: 6,856 shares 6,856$161K<0.01%0Timeline
EOSEEOS ENERGY ENTERPRISES 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: 14,056 shares 14,056$161K<0.01%newTimeline
CIFRCIPHER DIGITAL 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: 10,912 shares 10,912$161K<0.01%newTimeline
OGNORGANON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,517 shares; 2024Q4: 43,945 shares; 2025Q1: 47,175 shares; 2025Q2: 27,963 shares; 2025Q3: 39,353 shares; 2025Q4: 22,437 shares 22,437$161K<0.01%-16,916Timeline
BSMRINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,793 shares; 2025Q4: 6,793 shares 6,793$161K<0.01%0Timeline
IBMSISHARES 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: 6,159 shares 6,159$161K<0.01%newTimeline
IBMOISHARES 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: 6,225 shares; 2025Q4: 6,225 shares 6,225$160K<0.01%0Timeline
IXJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,524 shares; 2024Q4: 1,537 shares; 2025Q1: 1,529 shares; 2025Q2: 1,458 shares; 2025Q3: 1,696 shares; 2025Q4: 1,625 shares 1,625$158K<0.01%-71Timeline
TPVGTRIPLEPOINT VENTURE GROWTH BQuarterly 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: 13,575 shares; 2025Q3: 21,231 shares; 2025Q4: 24,152 shares 24,152$158K<0.01%+2,921Timeline
DCHDAUCH 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: 24,881 shares; 2025Q4: 24,640 shares 24,640$158K<0.01%-241Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 806 shares; 2024Q4: 806 shares; 2025Q1: 844 shares; 2025Q2: 939 shares; 2025Q3: 945 shares; 2025Q4: 1,305 shares 1,305$158K<0.01%+360Timeline
DHSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 554 shares; 2024Q4: 554 shares; 2025Q1: 1,034 shares; 2025Q2: 1,085 shares; 2025Q3: 1,416 shares; 2025Q4: 1,546 shares 1,546$157K<0.01%+130Timeline
ZGZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,053 shares; 2024Q4: 1,191 shares; 2025Q1: 1,587 shares; 2025Q2: 1,733 shares; 2025Q3: 2,420 shares; 2025Q4: 2,299 shares 2,299$157K<0.01%-121Timeline
NAVINAVIENT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,566 shares; 2024Q4: 12,630 shares; 2025Q1: 11,699 shares; 2025Q2: 12,554 shares; 2025Q3: 12,153 shares; 2025Q4: 12,055 shares 12,055$157K<0.01%-98Timeline
DHXDHI 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: 55,418 shares; 2025Q2: 68,993 shares; 2025Q3: 171,795 shares; 2025Q4: 100,759 shares 100,759$156K<0.01%-71,036Timeline
EVCENTRAVISION COMMUNICATIONS CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,362 shares; 2025Q1: 145,514 shares; 2025Q2: 139,840 shares; 2025Q3: 111,573 shares; 2025Q4: 53,173 shares 53,173$156K<0.01%-58,400Timeline
ELPCCOMPANHIA PARANAENSE DE ENERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 356 shares; 2025Q2: 356 shares; 2025Q3: 356 shares; 2025Q4: 16,279 shares 16,279$155K<0.01%+15,923Timeline
PERIPERION NETWORK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,549 shares; 2024Q4: 17,842 shares; 2025Q1: 17,907 shares; 2025Q2: 16,683 shares; 2025Q3: 16,371 shares; 2025Q4: 16,064 shares 16,064$154K<0.01%-307Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 553 shares; 2024Q4: 660 shares; 2025Q1: 634 shares; 2025Q2: 391 shares; 2025Q3: 4,602 shares; 2025Q4: 4,602 shares 4,602$152K<0.01%0Timeline
WYYWIDEPOINT 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: 28,343 shares 28,343$152K<0.01%newTimeline
CUREVAC NVCUREVAC 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: 95,466 shares; 2025Q3: 41,709 shares; 2025Q4: 33,669 shares 33,669$152K<0.01%-8,040
XSVMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,917 shares; 2024Q4: 1,960 shares; 2025Q1: 1,847 shares; 2025Q2: 1,384 shares; 2025Q3: 2,436 shares; 2025Q4: 2,620 shares 2,620$150K<0.01%+184Timeline
WENWENDYS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,776 shares 17,776$148K<0.01%newTimeline
FQALFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 158 shares; 2025Q2: 1,465 shares; 2025Q3: 1,349 shares; 2025Q4: 1,951 shares 1,951$147K<0.01%+602Timeline
QEMMSPDR 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: 87 shares; 2025Q2: 65 shares; 2025Q3: 1,621 shares; 2025Q4: 2,224 shares 2,224$147K<0.01%+603Timeline
AVAHAVEANNA HEALTHCARE 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: 53,618 shares; 2025Q4: 17,918 shares 17,918$146K<0.01%-35,700Timeline
GBILGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,522 shares; 2024Q4: 2,801 shares; 2025Q1: 2,685 shares; 2025Q2: 2,923 shares; 2025Q3: 2,304 shares; 2025Q4: 1,453 shares 1,453$145K<0.01%-851Timeline
ENVXENOVIX 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: not reported; 2025Q3: 20,790 shares; 2025Q4: 19,853 shares 19,853$145K<0.01%-937Timeline
VCLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 274 shares; 2025Q1: 1,062 shares; 2025Q2: 1,313 shares; 2025Q3: 1,312 shares; 2025Q4: 1,903 shares 1,903$144K<0.01%+591Timeline
VIRCVIRCO MFG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,560 shares; 2024Q4: 171,186 shares; 2025Q1: 104,659 shares; 2025Q2: 60,680 shares; 2025Q3: 48,975 shares; 2025Q4: 21,994 shares 21,994$141K<0.01%-26,981Timeline
FMCFMC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,258 shares; 2024Q4: 4,201 shares; 2025Q1: 7,011 shares; 2025Q2: 17,827 shares; 2025Q3: 14,008 shares; 2025Q4: 10,037 shares 10,037$139K<0.01%-3,971Timeline
CERTCERTARA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,741 shares; 2024Q4: 12,943 shares; 2025Q1: 16,686 shares; 2025Q2: 14,883 shares; 2025Q3: 15,161 shares; 2025Q4: 15,764 shares 15,764$139K<0.01%+603Timeline
PBR-APETROLEO BRASILEIRO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,221 shares; 2024Q4: 20,833 shares; 2025Q1: 22,184 shares; 2025Q2: 16,450 shares; 2025Q3: 14,097 shares; 2025Q4: 12,309 shares 12,309$139K<0.01%-1,788Timeline
CIBRFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,569 shares; 2024Q4: 1,569 shares; 2025Q1: 1,855 shares; 2025Q2: 1,604 shares; 2025Q3: 1,847 shares; 2025Q4: 1,927 shares 1,927$138K<0.01%+80Timeline
GNWGENWORTH FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,069 shares; 2024Q4: 16,857 shares; 2025Q1: 17,461 shares; 2025Q2: 18,098 shares; 2025Q3: 16,656 shares; 2025Q4: 15,121 shares 15,121$137K<0.01%-1,535Timeline
HEDJWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,566 shares; 2024Q4: 2,566 shares; 2025Q1: 2,566 shares; 2025Q2: 2,566 shares; 2025Q3: 2,566 shares; 2025Q4: 2,566 shares 2,566$136K<0.01%0Timeline
RWAYRUNWAY GROWTH FINANCE 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: 15,177 shares 15,177$136K<0.01%newTimeline
BBHMBBH 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: 11,970 shares 11,970$135K<0.01%newTimeline
PXHINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,812 shares; 2024Q4: 1,812 shares; 2025Q1: 3,463 shares; 2025Q2: 4,101 shares; 2025Q3: 4,767 shares; 2025Q4: 5,168 shares 5,168$133K<0.01%+401Timeline
PNQIINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 821 shares; 2024Q4: 821 shares; 2025Q1: 821 shares; 2025Q2: 821 shares; 2025Q3: 821 shares; 2025Q4: 2,449 shares 2,449$132K<0.01%+1,628Timeline
EMCGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,294 shares 4,294$132K<0.01%newTimeline
VIOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 1,062 shares; 2025Q3: 1,088 shares; 2025Q4: 1,088 shares 1,088$132K<0.01%0Timeline
PHOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 255 shares; 2025Q1: 419 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 1,871 shares 1,871$132K<0.01%+1,451Timeline
HEEMISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 403 shares; 2024Q4: 403 shares; 2025Q1: 381 shares; 2025Q2: 4,007 shares; 2025Q3: 4,007 shares; 2025Q4: 3,775 shares 3,775$131K<0.01%-232Timeline
PMTPENNYMAC MTG INVT TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,048 shares; 2024Q4: 132,287 shares; 2025Q1: 51,764 shares; 2025Q2: not reported; 2025Q3: 10,313 shares; 2025Q4: 10,315 shares 10,315$129K<0.01%+2Timeline
JPUSJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,042 shares; 2024Q4: 1,042 shares; 2025Q1: 1,042 shares; 2025Q2: 1,042 shares; 2025Q3: 1,042 shares; 2025Q4: 1,042 shares 1,042$129K<0.01%0Timeline
SELFGLOBAL SELF STORAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,231 shares; 2024Q4: 27,850 shares; 2025Q1: 24,347 shares; 2025Q2: 40,281 shares; 2025Q3: 29,155 shares; 2025Q4: 25,184 shares 25,184$128K<0.01%-3,971Timeline
FBCGFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47 shares; 2025Q1: 150 shares; 2025Q2: 1,804 shares; 2025Q3: 1,800 shares; 2025Q4: 2,301 shares 2,301$126K<0.01%+501Timeline
BGCBGC GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,886 shares; 2024Q4: 15,376 shares; 2025Q1: 16,599 shares; 2025Q2: 16,415 shares; 2025Q3: 16,186 shares; 2025Q4: 14,078 shares 14,078$126K<0.01%-2,108Timeline
GRABGRAB HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,066 shares; 2025Q1: 25,324 shares; 2025Q2: 15,209 shares; 2025Q3: 21,314 shares; 2025Q4: 25,018 shares 25,018$125K<0.01%+3,704Timeline
EMLPFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,179 shares; 2024Q4: 2,209 shares; 2025Q1: 2,609 shares; 2025Q2: 3,176 shares; 2025Q3: 2,993 shares; 2025Q4: 3,295 shares 3,295$125K<0.01%+302Timeline
XIGDXVOYA GLBL EQTY DIV & PREM OPQuarterly 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: 20,652 shares; 2025Q3: 21,184 shares; 2025Q4: 21,740 shares 21,740$124K<0.01%+556Timeline
DLSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,888 shares; 2024Q4: 1,888 shares; 2025Q1: 2,308 shares; 2025Q2: 1,511 shares; 2025Q3: 1,532 shares; 2025Q4: 1,528 shares 1,528$124K<0.01%-4Timeline
JMOMJ 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: 1,674 shares; 2025Q2: 1,674 shares; 2025Q3: 1,674 shares; 2025Q4: 1,804 shares 1,804$123K<0.01%+130Timeline
IYMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 457 shares; 2024Q4: 457 shares; 2025Q1: 457 shares; 2025Q2: 457 shares; 2025Q3: 457 shares; 2025Q4: 794 shares 794$122K<0.01%+337Timeline
SGCSUPERIOR GROUP OF CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,187 shares; 2024Q4: 65,386 shares; 2025Q1: 21,936 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,518 shares 12,518$121K<0.01%newTimeline
VIGIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,534 shares; 2024Q4: 1,496 shares; 2025Q1: 1,939 shares; 2025Q2: 1,532 shares; 2025Q3: 1,532 shares; 2025Q4: 1,325 shares 1,325$121K<0.01%-207Timeline
KBWBINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 861 shares; 2024Q4: 951 shares; 2025Q1: 951 shares; 2025Q2: 952 shares; 2025Q3: 1,678 shares; 2025Q4: 1,427 shares 1,427$120K<0.01%-251Timeline
AVMVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43 shares; 2025Q1: 217 shares; 2025Q2: 59 shares; 2025Q3: 1,311 shares; 2025Q4: 1,689 shares 1,689$120K<0.01%+378Timeline
ACESALPS 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: 3,695 shares; 2025Q4: 3,695 shares 3,695$120K<0.01%0Timeline
RESRPC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,156 shares; 2024Q4: 19,164 shares; 2025Q1: 18,196 shares; 2025Q2: 23,208 shares; 2025Q3: 20,801 shares; 2025Q4: 22,004 shares 22,004$120K<0.01%+1,203Timeline
IHDGWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 130 shares; 2025Q1: 3,130 shares; 2025Q2: 2,528 shares; 2025Q3: 2,444 shares; 2025Q4: 2,444 shares 2,444$119K<0.01%0Timeline
UBFOUNITED SEC BANCSHARES CALIFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,239 shares; 2024Q4: 15,206 shares; 2025Q1: 15,209 shares; 2025Q2: 13,401 shares; 2025Q3: 12,373 shares; 2025Q4: 11,728 shares 11,728$118K<0.01%-645Timeline
NWLNEWELL BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,167 shares; 2024Q4: 63,566 shares; 2025Q1: 27,177 shares; 2025Q2: 70,210 shares; 2025Q3: 82,981 shares; 2025Q4: 31,207 shares 31,207$116K<0.01%-51,774Timeline
FLCAFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,341 shares; 2025Q4: 2,341 shares 2,341$113K<0.01%0Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 122 shares; 2025Q2: 21 shares; 2025Q3: 86 shares; 2025Q4: 1,434 shares 1,434$113K<0.01%+1,348Timeline
FENYFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 1,358 shares; 2025Q2: 5,579 shares; 2025Q3: 5,579 shares; 2025Q4: 4,556 shares 4,556$113K<0.01%-1,023Timeline
DRHDIAMONDROCK HOSPITALITY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,634 shares; 2024Q4: 16,224 shares; 2025Q1: 14,781 shares; 2025Q2: 14,563 shares; 2025Q3: 13,150 shares; 2025Q4: 12,558 shares 12,558$113K<0.01%-592Timeline
KRNYKEARNY FINL CORP MDQuarterly 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: 15,163 shares 15,163$112K<0.01%newTimeline
TSQTOWNSQUARE MEDIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,062 shares; 2024Q4: 38,378 shares; 2025Q1: 18,606 shares; 2025Q2: 19,909 shares; 2025Q3: 24,353 shares; 2025Q4: 21,825 shares 21,825$112K<0.01%-2,528Timeline
NUSCNUSHARES 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: 391 shares; 2025Q2: 193 shares; 2025Q3: 193 shares; 2025Q4: 2,500 shares 2,500$112K<0.01%+2,307Timeline
CRTCROSS TIMBERS RTY 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: 26,649 shares; 2025Q3: 11,379 shares; 2025Q4: 14,030 shares 14,030$112K<0.01%+2,651Timeline
EWCZEUROPEAN WAX CTR 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: 20,791 shares; 2025Q4: 30,775 shares 30,775$111K<0.01%+9,984Timeline
DVOLFIRST 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: not reported; 2025Q4: 3,162 shares 3,162$111K<0.01%newTimeline
IQSUNYLIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,361 shares; 2024Q4: 2,171 shares; 2025Q1: 2,171 shares; 2025Q2: 2,004 shares; 2025Q3: 2,004 shares; 2025Q4: 2,004 shares 2,004$110K<0.01%0Timeline
INDAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,114 shares; 2024Q4: 2,115 shares; 2025Q1: 2,850 shares; 2025Q2: 2,807 shares; 2025Q3: 3,123 shares; 2025Q4: 2,026 shares 2,026$110K<0.01%-1,097Timeline
ITBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 664 shares; 2024Q4: 1,602 shares; 2025Q1: 1,202 shares; 2025Q2: 1,101 shares; 2025Q3: 1,182 shares; 2025Q4: 1,128 shares 1,128$109K<0.01%-54Timeline
ESOAENERGY SERVICES OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,805 shares; 2024Q4: 98,241 shares; 2025Q1: 26,837 shares; 2025Q2: 16,672 shares; 2025Q3: 16,114 shares; 2025Q4: 13,169 shares 13,169$108K<0.01%-2,945Timeline
LFVNLIFEVANTAGE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,918 shares; 2024Q4: 93,576 shares; 2025Q1: 119,783 shares; 2025Q2: 92,627 shares; 2025Q3: 71,512 shares; 2025Q4: 17,407 shares 17,407$107K<0.01%-54,105Timeline
FRDMEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 404 shares; 2025Q1: 900 shares; 2025Q2: 935 shares; 2025Q3: 2,066 shares; 2025Q4: 2,066 shares 2,066$106K<0.01%0Timeline
AURAURORA INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,630 shares; 2025Q2: 22,556 shares; 2025Q3: 33,504 shares; 2025Q4: 27,511 shares 27,511$106K<0.01%-5,993Timeline
BJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,015 shares; 2024Q4: 3,015 shares; 2025Q1: 3,015 shares; 2025Q2: 1,913 shares; 2025Q3: 1,913 shares; 2025Q4: 1,913 shares 1,913$105K<0.01%0Timeline
QSQUANTUMSCAPE 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: 10,061 shares 10,061$105K<0.01%newTimeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,967 shares; 2024Q4: 1,967 shares; 2025Q1: 1 shares; 2025Q2: 61 shares; 2025Q3: 388 shares; 2025Q4: 934 shares 934$104K<0.01%+546Timeline
AAAAEA 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: 3,803 shares; 2025Q4: 3,803 shares 3,803$104K<0.01%0Timeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 211 shares; 2025Q1: 211 shares; 2025Q2: 1,147 shares; 2025Q3: 1,147 shares; 2025Q4: 1,157 shares 1,157$104K<0.01%+10Timeline
THROBLACKROCK 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: 2,288 shares; 2025Q4: 2,685 shares 2,685$104K<0.01%+397Timeline
FMATFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 687 shares; 2025Q1: 1,962 shares; 2025Q2: 2,220 shares; 2025Q3: 2,220 shares; 2025Q4: 1,948 shares 1,948$103K<0.01%-272Timeline
PSLVSPROTT ASSET MANAGEMENT LPQuarterly 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: 4,330 shares 4,330$102K<0.01%newTimeline
XARSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 610 shares; 2024Q4: 626 shares; 2025Q1: 376 shares; 2025Q2: 376 shares; 2025Q3: 376 shares; 2025Q4: 423 shares 423$102K<0.01%+47Timeline
MDYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376 shares; 2024Q4: 701 shares; 2025Q1: 701 shares; 2025Q2: 906 shares; 2025Q3: 906 shares; 2025Q4: 1,100 shares 1,100$102K<0.01%+194Timeline
WRDWERIDE 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: 12,118 shares; 2025Q3: 14,793 shares; 2025Q4: 11,705 shares 11,705$102K<0.01%-3,088Timeline
FXDFIRST 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: 1,662 shares; 2025Q4: 1,478 shares 1,478$101K<0.01%-184Timeline
DFGPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47 shares; 2025Q1: 1,890 shares; 2025Q2: 1,890 shares; 2025Q3: 1,976 shares; 2025Q4: 1,850 shares 1,850$100K<0.01%-126Timeline
ARTYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,906 shares; 2024Q4: 1,909 shares; 2025Q1: 1,909 shares; 2025Q2: 1,909 shares; 2025Q3: 2,070 shares; 2025Q4: 2,070 shares 2,070$99.7K<0.01%0Timeline
NUMGNUSHARES 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: 6,318 shares; 2025Q2: 2,080 shares; 2025Q3: 2,080 shares; 2025Q4: 2,080 shares 2,080$99.3K<0.01%0Timeline
BVSBIOVENTUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,753 shares; 2024Q4: 12,630 shares; 2025Q1: 11,532 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,303 shares 13,303$99K<0.01%newTimeline
JRVRJAMES RIV GROUP 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: 15,454 shares 15,454$98.3K<0.01%newTimeline
NGNOVAGOLD 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: not reported; 2025Q2: not reported; 2025Q3: 10,494 shares; 2025Q4: 10,437 shares 10,437$97.3K<0.01%-57Timeline
ALTGALTA EQUIPMENT 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: 32,403 shares; 2025Q4: 21,067 shares 21,067$96.9K<0.01%-11,336Timeline
FPXFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 417 shares; 2025Q1: 253 shares; 2025Q2: 236 shares; 2025Q3: 236 shares; 2025Q4: 588 shares 588$96.2K<0.01%+352Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 18,373 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 4,088 shares 4,088$95.5K<0.01%+4,086Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,043 shares; 2024Q4: 1,180 shares; 2025Q1: 1,886 shares; 2025Q2: 2,585 shares; 2025Q3: 3,647 shares; 2025Q4: 4,561 shares 4,561$95.3K<0.01%+914Timeline
JPSTJ 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: 296 shares; 2025Q2: 91 shares; 2025Q3: 36 shares; 2025Q4: 1,874 shares 1,874$94.8K<0.01%+1,838Timeline
FUTYFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 241 shares; 2025Q1: 819 shares; 2025Q2: 1,079 shares; 2025Q3: 1,750 shares; 2025Q4: 1,699 shares 1,699$93.8K<0.01%-51Timeline
HOSHORNBECK OFFSHORE SERVICES 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: 15,222 shares; 2025Q4: 14,926 shares 14,926$93.6K<0.01%-296Timeline
DBAWDBX 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: 2,077 shares; 2025Q3: 1,917 shares; 2025Q4: 2,251 shares 2,251$92.8K<0.01%+334Timeline
NTSXWISDOMTREE 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: 639 shares; 2025Q3: 639 shares; 2025Q4: 1,684 shares 1,684$92.3K<0.01%+1,045Timeline
PBDINVESCO 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: 5,706 shares 5,706$91.8K<0.01%newTimeline
SHOSUNSTONE HOTEL INVS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,056 shares; 2025Q2: 18,422 shares; 2025Q3: 12,520 shares; 2025Q4: 10,217 shares 10,217$91.3K<0.01%-2,303Timeline
XMESPDR 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: 336 shares; 2025Q2: 331 shares; 2025Q3: 711 shares; 2025Q4: 877 shares 877$90.9K<0.01%+166Timeline
CSBRCHAMPIONS ONCOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,920 shares; 2025Q2: 18,558 shares; 2025Q3: 14,467 shares; 2025Q4: 13,031 shares 13,031$90K<0.01%-1,436Timeline
XERSXERIS BIOPHARMA 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: 10,160 shares; 2025Q4: 11,423 shares 11,423$89.7K<0.01%+1,263Timeline
ICVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 224 shares; 2025Q1: 232 shares; 2025Q2: 456 shares; 2025Q3: 756 shares; 2025Q4: 910 shares 910$89.6K<0.01%+154Timeline
BUFGFIRST 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: not reported; 2025Q4: 3,252 shares 3,252$89.5K<0.01%newTimeline
PRNINVESCO 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: not reported; 2025Q4: 506 shares 506$88.3K<0.01%newTimeline
WHFWHITEHORSE FIN 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: 12,662 shares 12,662$88K<0.01%newTimeline
EMHYISHARES 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: 1,189 shares; 2025Q4: 2,179 shares 2,179$88K<0.01%+990Timeline
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: 2,420 shares; 2025Q2: 2,420 shares; 2025Q3: 2,420 shares; 2025Q4: 2,059 shares 2,059$87.6K<0.01%-361Timeline
MDYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299 shares; 2024Q4: 299 shares; 2025Q1: 852 shares; 2025Q2: 1,020 shares; 2025Q3: 1,020 shares; 2025Q4: 1,020 shares 1,020$86.3K<0.01%0Timeline
EMBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 177 shares; 2025Q1: 200 shares; 2025Q2: 126 shares; 2025Q3: 179 shares; 2025Q4: 895 shares 895$86.2K<0.01%+716Timeline
GVIPGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 555 shares; 2025Q1: 555 shares; 2025Q2: 555 shares; 2025Q3: 555 shares; 2025Q4: 555 shares 555$86K<0.01%0Timeline
KBESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 514 shares; 2024Q4: 1,264 shares; 2025Q1: 1,413 shares; 2025Q2: 1,413 shares; 2025Q3: 1,413 shares; 2025Q4: 1,413 shares 1,413$85.8K<0.01%0Timeline
FNXFIRST TR EXCHANGE-TRADED ALPQuarterly 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: 680 shares; 2025Q3: 680 shares; 2025Q4: 680 shares 680$85.7K<0.01%0Timeline
SLYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365 shares; 2024Q4: 365 shares; 2025Q1: 792 shares; 2025Q2: 908 shares; 2025Q3: 908 shares; 2025Q4: 908 shares 908$85.5K<0.01%0Timeline
VUSBVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1,744 shares; 2025Q4: 1,714 shares 1,714$85.4K<0.01%-30Timeline
IDMOINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 453 shares; 2024Q4: 453 shares; 2025Q1: 453 shares; 2025Q2: 1,682 shares; 2025Q3: 1,554 shares; 2025Q4: 1,536 shares 1,536$85.4K<0.01%-18Timeline
ESPOVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 81 shares; 2025Q1: 825 shares; 2025Q2: 822 shares; 2025Q3: 822 shares; 2025Q4: 822 shares 822$85.2K<0.01%0Timeline
PTENPATTERSON-UTI ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,784 shares; 2024Q4: 10,942 shares; 2025Q1: 35,267 shares; 2025Q2: 10,129 shares; 2025Q3: 12,481 shares; 2025Q4: 13,901 shares 13,901$84.9K<0.01%+1,420Timeline
MRCCMONROE CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,548 shares; 2024Q4: 67,060 shares; 2025Q1: 68,871 shares; 2025Q2: 31,978 shares; 2025Q3: 10,831 shares; 2025Q4: 13,247 shares 13,247$84.4K<0.01%+2,416Timeline
GAIAGAIA INC NEWQuarterly 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: 23,147 shares 23,147$84K<0.01%newTimeline
FLOTISHARES 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: 1,649 shares 1,649$83.9K<0.01%newTimeline
KRESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,356 shares; 2024Q4: 2,140 shares; 2025Q1: 2,190 shares; 2025Q2: 1,202 shares; 2025Q3: 1,297 shares; 2025Q4: 1,294 shares 1,294$83.9K<0.01%-3Timeline
GGMEINVESCO 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: not reported; 2025Q4: 1,405 shares 1,405$83.7K<0.01%newTimeline
FENIFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,023 shares; 2024Q4: 1,118 shares; 2025Q1: 1,270 shares; 2025Q2: 1,884 shares; 2025Q3: 2,066 shares; 2025Q4: 2,274 shares 2,274$83.2K<0.01%+208Timeline
SMMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,286 shares; 2025Q1: 2,315 shares; 2025Q2: 1,933 shares; 2025Q3: 2,185 shares; 2025Q4: 1,915 shares 1,915$83K<0.01%-270Timeline
XMMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173 shares; 2024Q4: 174 shares; 2025Q1: 345 shares; 2025Q2: 244 shares; 2025Q3: 441 shares; 2025Q4: 587 shares 587$81.3K<0.01%+146Timeline
SGHTSIGHT SCIENCES 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: 10,183 shares 10,183$80.8K<0.01%newTimeline
SPGPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 230 shares; 2025Q1: 99 shares; 2025Q2: 96 shares; 2025Q3: 863 shares; 2025Q4: 704 shares 704$80.2K<0.01%-159Timeline
FYXFIRST TR EXCHANGE-TRADED ALPQuarterly 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: 1,301 shares; 2025Q3: 1,289 shares; 2025Q4: 701 shares 701$79.3K<0.01%-588Timeline
FXGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 91 shares; 2025Q4: 1,307 shares 1,307$79.3K<0.01%+1,216Timeline
PTONPELOTON INTERACTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,190 shares; 2024Q4: 27,680 shares; 2025Q1: 27,791 shares; 2025Q2: 27,785 shares; 2025Q3: 13,732 shares; 2025Q4: 12,871 shares 12,871$79.3K<0.01%-861Timeline
MPTMEDICAL PROPERTIES TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,469 shares; 2024Q4: not reported; 2025Q1: 15,079 shares; 2025Q2: 13,560 shares; 2025Q3: 12,796 shares; 2025Q4: 15,764 shares 15,764$78.8K<0.01%+2,968Timeline
LEN-BLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 682 shares; 2024Q4: 755 shares; 2025Q1: 763 shares; 2025Q2: 814 shares; 2025Q3: 794 shares; 2025Q4: 807 shares 807$76.8K<0.01%+13Timeline
GRIDFIRST 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: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 501 shares 501$76.7K<0.01%+461Timeline
ENFRALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,964 shares; 2024Q4: 1,964 shares; 2025Q1: 2,434 shares; 2025Q2: 2,434 shares; 2025Q3: 2,434 shares; 2025Q4: 2,413 shares 2,413$75.9K<0.01%-21Timeline
FTXOFIRST 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: not reported; 2025Q4: 2,008 shares 2,008$75.9K<0.01%newTimeline
EWWISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,074 shares; 2024Q4: 1,074 shares; 2025Q1: 1,074 shares; 2025Q2: 1,074 shares; 2025Q3: 1,074 shares; 2025Q4: 1,094 shares 1,094$75.8K<0.01%+20Timeline
GSUSGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 310 shares; 2025Q3: 310 shares; 2025Q4: 796 shares 796$75.1K<0.01%+486Timeline
FELCFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,224 shares; 2024Q4: 1,224 shares; 2025Q1: 1,224 shares; 2025Q2: 1,800 shares; 2025Q3: 7,619 shares; 2025Q4: 1,958 shares 1,958$74.7K<0.01%-5,661Timeline
RSPSINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,135 shares; 2024Q4: 17,143 shares; 2025Q1: 11,468 shares; 2025Q2: 7,488 shares; 2025Q3: 6,243 shares; 2025Q4: 2,529 shares 2,529$73.4K<0.01%-3,714Timeline
FFEBFIRST 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: 1,456 shares; 2025Q4: 1,293 shares 1,293$73.2K<0.01%-163Timeline
CGWINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 480 shares; 2024Q4: 1,066 shares; 2025Q1: 1,323 shares; 2025Q2: 1,162 shares; 2025Q3: 1,162 shares; 2025Q4: 1,145 shares 1,145$72.1K<0.01%-17Timeline
ISCGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,077 shares; 2025Q2: 1,291 shares; 2025Q3: 1,291 shares; 2025Q4: 1,291 shares 1,291$71.6K<0.01%0Timeline
DIVIFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 391 shares; 2025Q3: 1,382 shares; 2025Q4: 1,826 shares 1,826$71K<0.01%+444Timeline
IMOMEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,683 shares; 2024Q4: 1,483 shares; 2025Q1: 1,713 shares; 2025Q2: 1,303 shares; 2025Q3: 1,303 shares; 2025Q4: 1,835 shares 1,835$70K<0.01%+532Timeline
CIACITIZENS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,203 shares; 2024Q4: 98,554 shares; 2025Q1: 82,770 shares; 2025Q2: 52,953 shares; 2025Q3: 30,835 shares; 2025Q4: 14,391 shares 14,391$69.5K<0.01%-16,444Timeline
DSMCETF 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: not reported; 2025Q3: 127 shares; 2025Q4: 1,903 shares 1,903$67.5K<0.01%+1,776Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317 shares; 2024Q4: 127 shares; 2025Q1: 52 shares; 2025Q2: 96 shares; 2025Q3: 180 shares; 2025Q4: 798 shares 798$66.8K<0.01%+618Timeline
TRFKPACER 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: not reported; 2025Q4: 1,043 shares 1,043$66.8K<0.01%newTimeline
UDOWPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 780 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 575 shares; 2025Q4: 1,150 shares 1,150$66.6K<0.01%+575Timeline
APPSDIGITAL TURBINE 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: 10,644 shares; 2025Q4: 13,180 shares 13,180$65.9K<0.01%+2,536Timeline
PSIINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: not reported; 2025Q3: 143 shares; 2025Q4: 835 shares 835$65.8K<0.01%+692Timeline
CANGCANGO 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: 43,769 shares 43,769$65.7K<0.01%newTimeline
BBUSJ 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: 2,430 shares; 2025Q2: 190 shares; 2025Q3: 191 shares; 2025Q4: 530 shares 530$65.4K<0.01%+339Timeline
ENICENEL CHILE SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,443 shares; 2024Q4: 14,270 shares; 2025Q1: 15,002 shares; 2025Q2: 16,105 shares; 2025Q3: 16,218 shares; 2025Q4: 16,227 shares 16,227$65.2K<0.01%+9Timeline
LCTDBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,192 shares; 2025Q1: 1,192 shares; 2025Q2: 1,192 shares; 2025Q3: 1,192 shares; 2025Q4: 1,192 shares 1,192$65.2K<0.01%0Timeline
CHMICHERRY HILL MTG INVT 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: 42,770 shares; 2025Q3: 19,021 shares; 2025Q4: 25,546 shares 25,546$65.1K<0.01%+6,525Timeline
SWIMLATHAM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,456 shares; 2024Q4: 42,898 shares; 2025Q1: 34,436 shares; 2025Q2: 29,264 shares; 2025Q3: not reported; 2025Q4: 10,063 shares 10,063$63.9K<0.01%newTimeline
EWGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 848 shares; 2025Q1: 1,270 shares; 2025Q2: 1,270 shares; 2025Q3: 1,270 shares; 2025Q4: 1,492 shares 1,492$63.4K<0.01%+222Timeline
SMLVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 480 shares; 2025Q1: 480 shares; 2025Q2: 480 shares; 2025Q3: 480 shares; 2025Q4: 480 shares 480$62.9K<0.01%0Timeline
LEMBISHARES 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: 1,512 shares 1,512$62.9K<0.01%newTimeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,969 shares; 2024Q4: 3,439 shares; 2025Q1: 3,985 shares; 2025Q2: 456 shares; 2025Q3: 960 shares; 2025Q4: 1,097 shares 1,097$62.8K<0.01%+137Timeline
NULGNUSHARES 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: 1,681 shares; 2025Q2: 929 shares; 2025Q3: 641 shares; 2025Q4: 641 shares 641$62.7K<0.01%0Timeline
GGNGAMCO GLOBAL GOLD NAT RES &Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,434 shares; 2025Q2: 11,672 shares; 2025Q3: 11,898 shares; 2025Q4: 12,114 shares 12,114$62.5K<0.01%+216Timeline
FDVVFIDELITY COVINGTON 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: 209 shares; 2025Q4: 1,100 shares 1,100$62.4K<0.01%+891Timeline
IGFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,135 shares; 2024Q4: 1,135 shares; 2025Q1: 783 shares; 2025Q2: 2,332 shares; 2025Q3: 962 shares; 2025Q4: 1,007 shares 1,007$61.8K<0.01%+45Timeline
VONEVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 230 shares; 2025Q3: 196 shares; 2025Q4: 196 shares 196$60.6K<0.01%0Timeline
ACIOETF 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: 1,098 shares; 2025Q3: 929 shares; 2025Q4: 1,386 shares 1,386$60.6K<0.01%+457Timeline
DRLLEA 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: 2,119 shares 2,119$60.5K<0.01%newTimeline
AOMISHARES 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: 1,257 shares 1,257$60K<0.01%newTimeline
CEMBISHARES 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: 1,307 shares 1,307$60K<0.01%newTimeline
BBLUEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,192 shares; 2024Q4: 4,163 shares; 2025Q1: 4,163 shares; 2025Q2: 3,964 shares; 2025Q3: 3,924 shares; 2025Q4: 3,924 shares 3,924$59.9K<0.01%0Timeline
BTMDBIOTE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,194 shares; 2025Q2: 33,181 shares; 2025Q3: 32,216 shares; 2025Q4: 22,927 shares 22,927$59.6K<0.01%-9,289Timeline
GHYGISHARES 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: 1,278 shares 1,278$59K<0.01%newTimeline
BBAXJ 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: 726 shares; 2025Q3: 971 shares; 2025Q4: 1,040 shares 1,040$58.6K<0.01%+69Timeline
RVSBRIVERVIEW BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,077 shares; 2025Q3: 18,290 shares; 2025Q4: 11,464 shares 11,464$57.5K<0.01%-6,826Timeline
FXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 228 shares; 2025Q2: 1,309 shares; 2025Q3: 1,309 shares; 2025Q4: 1,502 shares 1,502$57.5K<0.01%+193Timeline
FXHFIRST 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: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 498 shares 498$56.7K<0.01%+458Timeline
DWMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 687 shares; 2024Q4: 925 shares; 2025Q1: 822 shares; 2025Q2: 822 shares; 2025Q3: 822 shares; 2025Q4: 822 shares 822$56.5K<0.01%0Timeline
CLPRCLIPPER RLTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,175 shares; 2024Q4: 151,088 shares; 2025Q1: 135,457 shares; 2025Q2: 124,113 shares; 2025Q3: 84,474 shares; 2025Q4: 14,711 shares 14,711$56.2K<0.01%-69,763Timeline
FOCTFIRST 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: not reported; 2025Q4: 1,141 shares 1,141$55.9K<0.01%newTimeline
FMDEFIDELITY COVINGTON 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: 1,529 shares; 2025Q4: 1,529 shares 1,529$55.6K<0.01%0Timeline
DFLVDIMENSIONAL 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: 1,601 shares 1,601$54.8K<0.01%newTimeline
GOCTFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,392 shares 1,392$54.7K<0.01%newTimeline
EGYVAALCO ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390,352 shares; 2024Q4: 304,279 shares; 2025Q1: 227,470 shares; 2025Q2: 47,755 shares; 2025Q3: 27,096 shares; 2025Q4: 15,019 shares 15,019$54.7K<0.01%-12,077Timeline
IVOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134 shares; 2024Q4: 134 shares; 2025Q1: 467 shares; 2025Q2: 424 shares; 2025Q3: 450 shares; 2025Q4: 451 shares 451$54.2K<0.01%+1Timeline
IDGTISHARES 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: 635 shares 635$54K<0.01%newTimeline
BAIBLACKROCK 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: 1,583 shares; 2025Q4: 1,613 shares 1,613$53.7K<0.01%+30Timeline
GGBGERDAU SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,503 shares; 2024Q4: 13,022 shares; 2025Q1: 11,516 shares; 2025Q2: 13,076 shares; 2025Q3: 13,253 shares; 2025Q4: 14,415 shares 14,415$53.2K<0.01%+1,162Timeline
IVALEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,388 shares; 2024Q4: 1,318 shares; 2025Q1: 1,574 shares; 2025Q2: 1,255 shares; 2025Q3: 1,255 shares; 2025Q4: 1,688 shares 1,688$53.1K<0.01%+433Timeline
LGLVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 390 shares; 2025Q1: 383 shares; 2025Q2: 294 shares; 2025Q3: 302 shares; 2025Q4: 302 shares 302$53K<0.01%0Timeline
CHRSCOHERUS ONCOLOGY 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: 63,156 shares; 2025Q4: 37,207 shares 37,207$52.8K<0.01%-25,949Timeline
HPKHIGHPEAK 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: 13,857 shares; 2025Q3: 13,582 shares; 2025Q4: 10,816 shares 10,816$51.3K<0.01%-2,766Timeline
ESMLISHARES 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: 1,108 shares; 2025Q3: 1,108 shares; 2025Q4: 1,108 shares 1,108$50.9K<0.01%0Timeline
UFOXETF 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: 531 shares; 2025Q2: 528 shares; 2025Q3: 796 shares; 2025Q4: 796 shares 796$50.8K<0.01%0Timeline
DOLWISDOMTREE 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: 767 shares 767$50.5K<0.01%newTimeline
USIOUSIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,698 shares; 2025Q2: 58,778 shares; 2025Q3: 31,694 shares; 2025Q4: 36,414 shares 36,414$49.5K<0.01%+4,720Timeline
VEGNETF 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: not reported; 2025Q3: not reported; 2025Q4: 813 shares 813$49.4K<0.01%newTimeline
LVWRLIVEWIRE 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: 11,151 shares 11,151$49.3K<0.01%newTimeline
JIVEJ 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: 192 shares; 2025Q4: 612 shares 612$49.1K<0.01%+420Timeline
BUFRFIRST 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: 1,428 shares; 2025Q4: 1,428 shares 1,428$48.9K<0.01%0Timeline
HLLYHOLLEY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,549 shares; 2025Q1: 32,568 shares; 2025Q2: 23,662 shares; 2025Q3: 17,104 shares; 2025Q4: 11,828 shares 11,828$48.9K<0.01%-5,276Timeline
TLHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 48 shares; 2025Q1: 67 shares; 2025Q2: 389 shares; 2025Q3: 526 shares; 2025Q4: 478 shares 478$48.6K<0.01%-48Timeline
AGQIFIRST 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: 2,945 shares; 2025Q4: 2,945 shares 2,945$48.6K<0.01%0Timeline
CURICURIOSITYSTREAM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,077 shares; 2025Q4: 12,687 shares 12,687$48.2K<0.01%+610Timeline
EWIISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 158 shares; 2025Q1: 299 shares; 2025Q2: 299 shares; 2025Q3: 299 shares; 2025Q4: 857 shares 857$46.6K<0.01%+558Timeline
USPXFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 777 shares 777$46.4K<0.01%newTimeline
IYFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 416 shares; 2025Q1: 366 shares; 2025Q2: 285 shares; 2025Q3: 218 shares; 2025Q4: 360 shares 360$46.4K<0.01%+142Timeline
AUSFGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 439 shares; 2025Q3: 983 shares; 2025Q4: 993 shares 993$46K<0.01%+10Timeline
OUSAALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 792 shares 792$45.7K<0.01%+700Timeline
REETISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,045 shares; 2024Q4: 1,045 shares; 2025Q1: 3,085 shares; 2025Q2: 1,823 shares; 2025Q3: 1,826 shares; 2025Q4: 1,826 shares 1,826$45.6K<0.01%0Timeline
BWENBROADWIND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,032 shares; 2024Q4: 69,000 shares; 2025Q1: 59,839 shares; 2025Q2: 56,018 shares; 2025Q3: 18,913 shares; 2025Q4: 16,028 shares 16,028$45.4K<0.01%-2,885Timeline
UROYURANIUM RTY 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: 12,445 shares 12,445$44.1K<0.01%newTimeline
SPHYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 660 shares; 2024Q4: 660 shares; 2025Q1: 1,620 shares; 2025Q2: 2,019 shares; 2025Q3: 2,019 shares; 2025Q4: 1,858 shares 1,858$44K<0.01%-161Timeline
IVOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: 74 shares; 2025Q1: 550 shares; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 435 shares 435$43.9K<0.01%0Timeline
VNQIVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,998 shares; 2024Q4: 2,350 shares; 2025Q1: 1,229 shares; 2025Q2: 765 shares; 2025Q3: 776 shares; 2025Q4: 951 shares 951$43.6K<0.01%+175Timeline
EWQISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,527 shares; 2024Q4: 1,073 shares; 2025Q1: 765 shares; 2025Q2: 765 shares; 2025Q3: 765 shares; 2025Q4: 944 shares 944$42.5K<0.01%+179Timeline
CWENACLEARWAY 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: 1,649 shares; 2025Q3: not reported; 2025Q4: 1,304 shares 1,304$41K<0.01%newTimeline
GOSSGOSSAMER BIO 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: 13,107 shares 13,107$40.6K<0.01%newTimeline
SHLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: 671 shares; 2025Q3: 699 shares; 2025Q4: 613 shares 613$39.7K<0.01%-86Timeline
SPMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 2,673 shares; 2025Q2: 1,696 shares; 2025Q3: 1,813 shares; 2025Q4: 1,769 shares 1,769$39.7K<0.01%-44Timeline
EPPISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 561 shares; 2024Q4: 561 shares; 2025Q1: 612 shares; 2025Q2: 561 shares; 2025Q3: 561 shares; 2025Q4: 782 shares 782$39.5K<0.01%+221Timeline
FADFIRST TR EXCHANGE-TRADED ALPQuarterly 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: 243 shares; 2025Q3: 243 shares; 2025Q4: 243 shares 243$39.3K<0.01%0Timeline
ILCGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 273 shares; 2025Q1: 74 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 378 shares 378$39.3K<0.01%+350Timeline
IHEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 206 shares; 2025Q2: 199 shares; 2025Q3: 343 shares; 2025Q4: 463 shares 463$39.3K<0.01%+120Timeline
EWDISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 526 shares; 2024Q4: 526 shares; 2025Q1: 526 shares; 2025Q2: 526 shares; 2025Q3: 789 shares; 2025Q4: 789 shares 789$38.8K<0.01%0Timeline
GWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 225 shares; 2025Q2: 198 shares; 2025Q3: 462 shares; 2025Q4: 936 shares 936$38.2K<0.01%+474Timeline
XHBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: 671 shares; 2025Q1: 500 shares; 2025Q2: 404 shares; 2025Q3: 380 shares; 2025Q4: 371 shares 371$38.2K<0.01%-9Timeline
OMFLINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 608 shares 608$37.2K<0.01%+258Timeline
COWGPACER 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: 2,127 shares; 2025Q4: 1,044 shares 1,044$36.8K<0.01%-1,083Timeline
DJULFIRST 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: 750 shares; 2025Q4: 750 shares 750$35.7K<0.01%0Timeline
AVESAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 689 shares; 2024Q4: 689 shares; 2025Q1: 581 shares; 2025Q2: 590 shares; 2025Q3: 590 shares; 2025Q4: 590 shares 590$34.4K<0.01%0Timeline
QTECFIRST 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: not reported; 2025Q4: 149 shares 149$34.3K<0.01%newTimeline
PYLDPIMCO 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: 1,285 shares 1,285$34.3K<0.01%newTimeline
DEMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 717 shares; 2024Q4: 438 shares; 2025Q1: 276 shares; 2025Q2: 819 shares; 2025Q3: 812 shares; 2025Q4: 729 shares 729$34.1K<0.01%-83Timeline
ICLNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48 shares; 2025Q1: 24 shares; 2025Q2: 10 shares; 2025Q3: 1,627 shares; 2025Q4: 2,072 shares 2,072$34K<0.01%+445Timeline
JHSCJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 808 shares; 2024Q4: 808 shares; 2025Q1: 808 shares; 2025Q2: 808 shares; 2025Q3: 808 shares; 2025Q4: 808 shares 808$33.9K<0.01%0Timeline
VIOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 409 shares; 2025Q2: 349 shares; 2025Q3: 345 shares; 2025Q4: 345 shares 345$33.7K<0.01%0Timeline
IYEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 1,188 shares; 2025Q1: 1,982 shares; 2025Q2: 333 shares; 2025Q3: 808 shares; 2025Q4: 700 shares 700$33.3K<0.01%-108Timeline
EPUISHARES 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: 458 shares 458$33.1K<0.01%newTimeline
SOCLGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600$33.1K<0.01%0Timeline
RSPHINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,031 shares; 2024Q4: 1,033 shares; 2025Q1: 1,035 shares; 2025Q2: 1,037 shares; 2025Q3: 1,039 shares; 2025Q4: 1,040 shares 1,040$33.1K<0.01%+1Timeline
DBEUDBX 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: 370 shares; 2025Q2: 370 shares; 2025Q3: 370 shares; 2025Q4: 690 shares 690$33.1K<0.01%+320Timeline
IGIBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474 shares; 2024Q4: 458 shares; 2025Q1: 1,329 shares; 2025Q2: 655 shares; 2025Q3: 614 shares; 2025Q4: 614 shares 614$33.1K<0.01%0Timeline
RSPNINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 460 shares; 2024Q4: 460 shares; 2025Q1: 460 shares; 2025Q2: 460 shares; 2025Q3: 580 shares; 2025Q4: 580 shares 580$32.8K<0.01%0Timeline
EPOLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 323 shares; 2025Q2: 221 shares; 2025Q3: 221 shares; 2025Q4: 926 shares 926$32.6K<0.01%+705Timeline
JPIBJ 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: 9 shares; 2025Q3: 648 shares; 2025Q4: 648 shares 648$31.6K<0.01%0Timeline
EWAISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 983 shares; 2024Q4: 994 shares; 2025Q1: 546 shares; 2025Q2: 423 shares; 2025Q3: 1,088 shares; 2025Q4: 1,197 shares 1,197$31.3K<0.01%+109Timeline
UPGDINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417 shares; 2024Q4: 417 shares; 2025Q1: 417 shares; 2025Q2: 417 shares; 2025Q3: 417 shares; 2025Q4: 417 shares 417$30.9K<0.01%0Timeline
JPREJ 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: 655 shares; 2025Q3: 655 shares; 2025Q4: 655 shares 655$30.6K<0.01%0Timeline
DGRSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 649 shares; 2024Q4: 649 shares; 2025Q1: 616 shares; 2025Q2: 616 shares; 2025Q3: 616 shares; 2025Q4: 616 shares 616$30.6K<0.01%0Timeline
EXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 107 shares; 2025Q4: 174 shares 174$30.5K<0.01%+67Timeline
PKWINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: 725 shares; 2025Q1: 683 shares; 2025Q2: 223 shares; 2025Q3: 223 shares; 2025Q4: 223 shares 223$30K<0.01%0Timeline
PSCHINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 375 shares; 2025Q1: 376 shares; 2025Q2: 376 shares; 2025Q3: 376 shares; 2025Q4: 676 shares 676$29.8K<0.01%+300Timeline
BDNBRANDYWINE RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,824 shares; 2024Q4: 16,888 shares; 2025Q1: 16,967 shares; 2025Q2: 16,996 shares; 2025Q3: 16,007 shares; 2025Q4: 10,067 shares 10,067$29.4K<0.01%-5,940Timeline
IHFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 613 shares 613$29.4K<0.01%+363Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56 shares; 2025Q2: 3 shares; 2025Q3: 372 shares; 2025Q4: 372 shares 372$29K<0.01%0Timeline
DFISDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,116 shares; 2024Q4: not reported; 2025Q1: 549 shares; 2025Q2: 625 shares; 2025Q3: 860 shares; 2025Q4: 860 shares 860$28.3K<0.01%0Timeline
SMMUPIMCO 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: 551 shares; 2025Q4: 560 shares 560$28.2K<0.01%+9Timeline
RPGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,362 shares; 2025Q1: 764 shares; 2025Q2: 705 shares; 2025Q3: 706 shares; 2025Q4: 603 shares 603$28.1K<0.01%-103Timeline
JGROJ 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: 654 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 303 shares 303$28.1K<0.01%+113Timeline
GNRSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 453 shares; 2024Q4: 451 shares; 2025Q1: 398 shares; 2025Q2: 331 shares; 2025Q3: 451 shares; 2025Q4: 451 shares 451$28K<0.01%0Timeline
UPROPROSHARES 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: 241 shares 241$27.9K<0.01%newTimeline
PIOINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 630 shares; 2024Q4: 630 shares; 2025Q1: 630 shares; 2025Q2: 630 shares; 2025Q3: 630 shares; 2025Q4: 630 shares 630$27.8K<0.01%0Timeline
IYRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 93 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 214 shares; 2025Q4: 295 shares 295$27.7K<0.01%+81Timeline
FNDBSCHWAB 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: 2,022 shares; 2025Q4: 1,039 shares 1,039$27.6K<0.01%-983Timeline
SPIBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 813 shares 813$27.5K<0.01%+761Timeline
LVHDLEGG MASON ETF INVTQuarterly 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: 684 shares; 2025Q4: 684 shares 684$27.3K<0.01%0Timeline
FIWFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 156 shares; 2025Q1: 156 shares; 2025Q2: 251 shares; 2025Q3: 151 shares; 2025Q4: 249 shares 249$27.1K<0.01%+98Timeline
EISISHARES 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: 238 shares 238$26.2K<0.01%newTimeline
FVFIRST 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: 415 shares; 2025Q4: 415 shares 415$26.1K<0.01%0Timeline
MLRGISHARES 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: 275 shares 275$26K<0.01%newTimeline
CIRCCIRCLE8 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: 25,711 shares; 2025Q4: 19,398 shares 19,398$25.8K<0.01%-6,313Timeline
VWOBVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 58 shares; 2025Q1: 12 shares; 2025Q2: 381 shares; 2025Q3: 379 shares; 2025Q4: 379 shares 379$25.6K<0.01%0Timeline
FDRRFIDELITY COVINGTON 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: 416 shares 416$25.4K<0.01%newTimeline
RUSHBRUSH ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423 shares; 2024Q4: 427 shares; 2025Q1: 446 shares; 2025Q2: 451 shares; 2025Q3: 451 shares; 2025Q4: 451 shares 451$25.4K<0.01%0Timeline
FDMOFIDELITY COVINGTON 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: 301 shares; 2025Q4: 301 shares 301$25.3K<0.01%0Timeline
XMHQINVESCO 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: 1 shares; 2025Q3: 1,181 shares; 2025Q4: 245 shares 245$25.1K<0.01%-936Timeline
IEOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 509 shares; 2025Q1: 592 shares; 2025Q2: 227 shares; 2025Q3: 274 shares; 2025Q4: 276 shares 276$24.6K<0.01%+2Timeline
SNPEDBX 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: 387 shares; 2025Q2: 387 shares; 2025Q3: 387 shares; 2025Q4: 387 shares 387$24.2K<0.01%0Timeline
RWLINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,010 shares; 2024Q4: 1,010 shares; 2025Q1: 1,010 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 210 shares 210$24K<0.01%0Timeline
NXTGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 217 shares; 2025Q1: 218 shares; 2025Q2: 218 shares; 2025Q3: 220 shares; 2025Q4: 221 shares 221$23.8K<0.01%+1Timeline
UPLDUPLAND 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: 101,668 shares; 2025Q2: 80,519 shares; 2025Q3: 82,031 shares; 2025Q4: 16,606 shares 16,606$23.7K<0.01%-65,425Timeline
IDUBETF 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: 1,560 shares; 2025Q3: 1,131 shares; 2025Q4: 975 shares 975$23.7K<0.01%-156Timeline
IYCISHARES 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: 170 shares; 2025Q3: 222 shares; 2025Q4: 222 shares 222$22.9K<0.01%0Timeline
QEFASPDR 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: 203 shares; 2025Q2: 259 shares; 2025Q3: 252 shares; 2025Q4: 252 shares 252$22.8K<0.01%0Timeline
GEMGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 537 shares; 2024Q4: 380 shares; 2025Q1: 571 shares; 2025Q2: 405 shares; 2025Q3: 405 shares; 2025Q4: 547 shares 547$22.8K<0.01%+142Timeline
VLUSPDR 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: 108 shares; 2025Q4: 108 shares 108$22.7K<0.01%0Timeline
XBISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 518 shares; 2024Q4: 718 shares; 2025Q1: 377 shares; 2025Q2: 1 shares; 2025Q3: 152 shares; 2025Q4: 182 shares 182$22.2K<0.01%+30Timeline
EWZISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306 shares; 2024Q4: 258 shares; 2025Q1: 258 shares; 2025Q2: 258 shares; 2025Q3: 337 shares; 2025Q4: 697 shares 697$22.1K<0.01%+360Timeline
LITGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 333 shares; 2025Q4: 333 shares 333$21.6K<0.01%0Timeline
FLINFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 512 shares; 2025Q3: 512 shares; 2025Q4: 558 shares 558$21.5K<0.01%+46Timeline
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: 113 shares 113$21.4K<0.01%newTimeline
LDEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 368 shares; 2025Q1: 368 shares; 2025Q2: 368 shares; 2025Q3: 368 shares; 2025Q4: 368 shares 368$21.4K<0.01%0Timeline
AVREAMERICAN 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: not reported; 2025Q3: not reported; 2025Q4: 491 shares 491$21.4K<0.01%newTimeline
IHAKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 442 shares 442$21.3K<0.01%+441Timeline
IWLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 123 shares; 2025Q4: 123 shares 123$21K<0.01%0Timeline
IYKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168 shares; 2024Q4: 189 shares; 2025Q1: 181 shares; 2025Q2: 165 shares; 2025Q3: 401 shares; 2025Q4: 313 shares 313$20.9K<0.01%-88Timeline
EMLCVANECK 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: 727 shares; 2025Q2: 667 shares; 2025Q3: 816 shares; 2025Q4: 810 shares 810$20.9K<0.01%-6Timeline
LBTYALIBERTY GLOBAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: not reported; 2025Q1: 379 shares; 2025Q2: 379 shares; 2025Q3: 63 shares; 2025Q4: 1,848 shares 1,848$20.6K<0.01%+1,785Timeline
EWYISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209 shares; 2024Q4: 148 shares; 2025Q1: 151 shares; 2025Q2: 151 shares; 2025Q3: 1,203 shares; 2025Q4: 211 shares 211$20.5K<0.01%-992Timeline
ADMEETF 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: 395 shares; 2025Q3: 396 shares; 2025Q4: 396 shares 396$20.3K<0.01%0Timeline
XNTKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 71 shares; 2025Q3: 71 shares; 2025Q4: 72 shares 72$20K<0.01%+1Timeline
HDEFDBX 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: 635 shares; 2025Q4: 635 shares 635$19.7K<0.01%0Timeline
REZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 236 shares; 2025Q3: 236 shares; 2025Q4: 236 shares 236$19.5K<0.01%0Timeline
PWVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292 shares; 2024Q4: 292 shares; 2025Q1: 292 shares; 2025Q2: 292 shares; 2025Q3: 292 shares; 2025Q4: 292 shares 292$19.4K<0.01%0Timeline
GSEWGOLDMAN 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: 217 shares; 2025Q3: 217 shares; 2025Q4: 217 shares 217$18.5K<0.01%0Timeline
FHDGFIRST 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: not reported; 2025Q4: 542 shares 542$18.4K<0.01%newTimeline
COPXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: 59 shares; 2025Q1: 76 shares; 2025Q2: 21 shares; 2025Q3: 256 shares; 2025Q4: 256 shares 256$18.4K<0.01%0Timeline
HEZUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377 shares; 2024Q4: 377 shares; 2025Q1: 377 shares; 2025Q2: 377 shares; 2025Q3: 418 shares; 2025Q4: 418 shares 418$18.3K<0.01%0Timeline
VCRBVANGUARD MALVERN 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: 63 shares; 2025Q3: 124 shares; 2025Q4: 232 shares 232$18.1K<0.01%+108Timeline
PTLCPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288 shares; 2024Q4: 288 shares; 2025Q1: 288 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares 325$18.1K<0.01%0Timeline
OSCVETF 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: 697 shares; 2025Q3: 674 shares; 2025Q4: 484 shares 484$17.9K<0.01%-190Timeline
DDLSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 529 shares; 2025Q1: 308 shares; 2025Q2: 434 shares; 2025Q3: 410 shares; 2025Q4: 410 shares 410$17.6K<0.01%0Timeline
DNLWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 426 shares; 2025Q3: 426 shares; 2025Q4: 426 shares 426$17.6K<0.01%0Timeline
WOODISHARES 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: 241 shares; 2025Q3: 58 shares; 2025Q4: 241 shares 241$17.4K<0.01%+183Timeline
BUGGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 484 shares; 2024Q4: 484 shares; 2025Q1: 485 shares; 2025Q2: 420 shares; 2025Q3: 465 shares; 2025Q4: 566 shares 566$17.2K<0.01%+101Timeline
PPHVANECK 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: 167 shares; 2025Q4: 167 shares 167$17.2K<0.01%0Timeline
VMBSVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212 shares; 2024Q4: not reported; 2025Q1: 26 shares; 2025Q2: 953 shares; 2025Q3: 1,229 shares; 2025Q4: 338 shares 338$15.9K<0.01%-891Timeline
MCHIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 158 shares; 2025Q1: 296 shares; 2025Q2: 161 shares; 2025Q3: 153 shares; 2025Q4: 264 shares 264$15.9K<0.01%+111Timeline
DUBSETF 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: 408 shares; 2025Q3: 411 shares; 2025Q4: 413 shares 413$15.6K<0.01%+2Timeline
IATISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 93 shares; 2025Q1: 288 shares; 2025Q2: 288 shares; 2025Q3: 288 shares; 2025Q4: 281 shares 281$15.5K<0.01%-7Timeline
CSMPROSHARES 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: 194 shares; 2025Q4: 194 shares 194$15.5K<0.01%0Timeline
KIESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 144 shares; 2025Q1: 248 shares; 2025Q2: 248 shares; 2025Q3: 248 shares; 2025Q4: 248 shares 248$14.9K<0.01%0Timeline
HYMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347 shares; 2024Q4: 6,334 shares; 2025Q1: 529 shares; 2025Q2: 172 shares; 2025Q3: 172 shares; 2025Q4: 595 shares 595$14.8K<0.01%+423Timeline
BJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 480 shares; 2024Q4: 375 shares; 2025Q1: 291 shares; 2025Q2: 291 shares; 2025Q3: 291 shares; 2025Q4: 291 shares 291$14.8K<0.01%0Timeline
FXRFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 184 shares 184$14.7K<0.01%+148Timeline
XSMOINVESCO 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: not reported; 2025Q4: 201 shares 201$14.5K<0.01%newTimeline
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: 196 shares; 2025Q4: 594 shares 594$14.4K<0.01%+398Timeline
NUDMNUSHARES 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: 1,004 shares; 2025Q2: 391 shares; 2025Q3: 391 shares; 2025Q4: 391 shares 391$14.2K<0.01%0Timeline
INDSPACER 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: 468 shares; 2025Q2: 360 shares; 2025Q3: 386 shares; 2025Q4: 386 shares 386$14.2K<0.01%0Timeline
EDOWFIRST 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: 338 shares; 2025Q3: 338 shares; 2025Q4: 338 shares 338$14K<0.01%0Timeline
NTSIWISDOMTREE 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: 316 shares; 2025Q3: 316 shares; 2025Q4: 316 shares 316$13.9K<0.01%0Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 10 shares; 2025Q1: 140 shares; 2025Q2: 37 shares; 2025Q3: 68 shares; 2025Q4: 144 shares 144$13.7K<0.01%+76Timeline
XLGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 92 shares; 2025Q1: 97 shares; 2025Q2: 108 shares; 2025Q3: 229 shares; 2025Q4: 229 shares 229$13.6K<0.01%0Timeline
SCHKSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 430 shares; 2025Q1: 412 shares; 2025Q2: 412 shares; 2025Q3: 412 shares; 2025Q4: 412 shares 412$13.5K<0.01%0Timeline
FVALFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 271 shares; 2025Q1: 331 shares; 2025Q2: 57 shares; 2025Q3: 185 shares; 2025Q4: 185 shares 185$13.4K<0.01%0Timeline
FSEPFIRST 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: 258 shares; 2025Q4: 258 shares 258$13.3K<0.01%0Timeline
SSOPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 23 shares; 2025Q3: 123 shares; 2025Q4: 220 shares 220$12.7K<0.01%+97Timeline
JGLOJ 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: 182 shares 182$12.3K<0.01%newTimeline
VTHRVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares 40$12K<0.01%0Timeline
GSSCGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 158 shares 158$11.9K<0.01%+64Timeline
PFFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,501 shares; 2024Q4: 2,501 shares; 2025Q1: 2,501 shares; 2025Q2: 2,501 shares; 2025Q3: 621 shares; 2025Q4: 385 shares 385$11.9K<0.01%-236Timeline
SILGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 71 shares; 2025Q2: 71 shares; 2025Q3: 71 shares; 2025Q4: 142 shares 142$11.9K<0.01%+71Timeline
OXY/WSOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 403 shares; 2024Q4: 471 shares; 2025Q1: 578 shares; 2025Q2: 602 shares; 2025Q3: 602 shares; 2025Q4: 603 shares 603$11.6K<0.01%+1Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 196 shares; 2025Q4: 193 shares 193$11.3K<0.01%-3Timeline
JPEMJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,199 shares; 2024Q4: 953 shares; 2025Q1: 953 shares; 2025Q2: 272 shares; 2025Q3: 186 shares; 2025Q4: 186 shares 186$11.3K<0.01%0Timeline
FLQMFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 199 shares 199$11.2K<0.01%newTimeline
NULVNUSHARES 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: 1,219 shares; 2025Q2: 326 shares; 2025Q3: 244 shares; 2025Q4: 244 shares 244$11K<0.01%0Timeline
JEMAJ 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: 4 shares; 2025Q3: 2 shares; 2025Q4: 224 shares 224$11K<0.01%+222Timeline
RPVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 106 shares 106$11K<0.01%+105Timeline
NOCTINNOVATOR 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: 189 shares 189$10.9K<0.01%newTimeline
KAPRINNOVATOR 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: 305 shares 305$10.7K<0.01%newTimeline
NUEMNUSHARES 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: 672 shares; 2025Q2: 437 shares; 2025Q3: 301 shares; 2025Q4: 301 shares 301$10.7K<0.01%0Timeline
PDNINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 139 shares; 2025Q1: 268 shares; 2025Q2: 268 shares; 2025Q3: 390 shares; 2025Q4: 251 shares 251$10.6K<0.01%-139Timeline
IOCTINNOVATOR 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: 303 shares 303$10.6K<0.01%newTimeline
IAPRINNOVATOR 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: 341 shares 341$10.5K<0.01%newTimeline
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: 307 shares 307$10.3K<0.01%newTimeline
CATHGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 138 shares; 2025Q2: 70 shares; 2025Q3: 67 shares; 2025Q4: 125 shares 125$10.3K<0.01%+58Timeline
PSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 153 shares 153$10.3K<0.01%+93Timeline
NAPRINNOVATOR 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: 189 shares 189$10.1K<0.01%newTimeline
ILDRFIRST 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: 307 shares; 2025Q4: 307 shares 307$10.1K<0.01%0Timeline
AXIA/PCENTRAIS ELET BRAS 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: not reported; 2025Q4: 1,075 shares 1,075$10.1K<0.01%newTimeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: not reported; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: 331 shares; 2025Q4: 378 shares 378$10K<0.01%+47Timeline
IPKWINVESCO 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: 180 shares; 2025Q4: 180 shares 180$10K<0.01%0Timeline
USIGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 101 shares; 2025Q1: 44 shares; 2025Q2: 65 shares; 2025Q3: 333 shares; 2025Q4: 190 shares 190$9.84K<0.01%-143Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 89 shares; 2025Q3: 90 shares; 2025Q4: 89 shares 89$9.78K<0.01%-1Timeline
HYEMVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,552 shares; 2025Q1: 798 shares; 2025Q2: 487 shares; 2025Q3: 487 shares; 2025Q4: 487 shares 487$9.69K<0.01%0Timeline
SDOGALPS 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: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares 160$9.68K<0.01%0Timeline
FLKRFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300$9.62K<0.01%0Timeline
NLRVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 75 shares; 2025Q3: 115 shares; 2025Q4: 76 shares 76$9.44K<0.01%-39Timeline
ZMARINNOVATOR 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: 220 shares; 2025Q4: 334 shares 334$9.18K<0.01%+114Timeline
QFLRINNOVATOR 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: 384 shares; 2025Q4: 267 shares 267$9.15K<0.01%-117Timeline
ROEEA 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: 257 shares 257$9.06K<0.01%newTimeline
UYMPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 929 shares; 2025Q1: 558 shares; 2025Q2: 367 shares; 2025Q3: 367 shares; 2025Q4: 367 shares 367$9K<0.01%0Timeline
EOCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 282 shares 282$8.93K<0.01%newTimeline
INVZINNOVIZ TECHNOLOGIES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,466 shares; 2025Q2: 18,128 shares; 2025Q3: 15,092 shares; 2025Q4: 10,465 shares 10,465$8.93K<0.01%-4,627Timeline
XDECFIRST 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: 218 shares; 2025Q4: 218 shares 218$8.92K<0.01%0Timeline
MOTIVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 243 shares; 2025Q4: 243 shares 243$8.91K<0.01%0Timeline
PICKISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 33 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 172 shares 172$8.83K<0.01%+171Timeline
BLVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: 126 shares; 2025Q4: 126 shares 126$8.76K<0.01%0Timeline
FLMIFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,055 shares; 2025Q4: 350 shares 350$8.71K<0.01%-1,705Timeline
KCESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 28 shares; 2025Q3: 57 shares; 2025Q4: 57 shares 57$8.55K<0.01%0Timeline
EWHISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161 shares; 2024Q4: 161 shares; 2025Q1: 354 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 398 shares 398$8.46K<0.01%+178Timeline
TECBISHARES 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: 138 shares; 2025Q3: 138 shares; 2025Q4: 138 shares 138$8.4K<0.01%0Timeline
JETSETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 282 shares; 2025Q1: 282 shares; 2025Q2: 297 shares; 2025Q3: 297 shares; 2025Q4: 298 shares 298$8.37K<0.01%+1Timeline
JHEMJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336 shares; 2024Q4: 269 shares; 2025Q1: 271 shares; 2025Q2: 248 shares; 2025Q3: 249 shares; 2025Q4: 249 shares 249$8.19K<0.01%0Timeline
GCORGOLDMAN 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: 197 shares; 2025Q3: 197 shares; 2025Q4: 197 shares 197$8.18K<0.01%0Timeline
VTWVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51 shares; 2025Q4: 51 shares 51$8.16K<0.01%0Timeline
EVXVANECK 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: 210 shares; 2025Q4: 210 shares 210$8.03K<0.01%0Timeline
PHYSSPROTT ASSET MANAGEMENT LPQuarterly 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: 242 shares 242$7.99K<0.01%newTimeline
XOPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 533 shares; 2024Q4: 474 shares; 2025Q1: 433 shares; 2025Q2: 288 shares; 2025Q3: 214 shares; 2025Q4: 63 shares 63$7.95K<0.01%-151Timeline
BSCTINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,952 shares; 2025Q3: 1,990 shares; 2025Q4: 412 shares 412$7.76K<0.01%-1,578Timeline
DRSKETF 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: 556 shares; 2025Q3: 300 shares; 2025Q4: 272 shares 272$7.74K<0.01%-28Timeline
IAKISHARES 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: 55 shares; 2025Q4: 55 shares 55$7.49K<0.01%0Timeline
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: not reported; 2025Q3: 141 shares; 2025Q4: 141 shares 141$7.46K<0.01%0Timeline
JMUBJ 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: 147 shares 147$7.42K<0.01%newTimeline
AOKISHARES 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: 196 shares; 2025Q4: 183 shares 183$7.34K<0.01%-13Timeline
FDEMFIDELITY COVINGTON 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: 236 shares 236$7.29K<0.01%newTimeline
GIGBGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 157 shares; 2025Q3: 157 shares; 2025Q4: 157 shares 157$7.26K<0.01%0Timeline
DBEMDBX 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: 227 shares; 2025Q2: 227 shares; 2025Q3: 227 shares; 2025Q4: 227 shares 227$7.23K<0.01%0Timeline
PCYINVESCO 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: 43 shares; 2025Q1: 43 shares; 2025Q2: 15 shares; 2025Q3: 332 shares; 2025Q4: 332 shares 332$7.19K<0.01%0Timeline
ONEVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares 53$7.06K<0.01%0Timeline
JMEEJ 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: 109 shares 109$7.02K<0.01%newTimeline
EPIWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,428 shares; 2025Q1: 173 shares; 2025Q2: 158 shares; 2025Q3: 158 shares; 2025Q4: 151 shares 151$6.99K<0.01%-7Timeline
RWRSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: 60 shares; 2025Q2: 38 shares; 2025Q3: 54 shares; 2025Q4: 71 shares 71$6.97K<0.01%+17Timeline
VTCVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 89 shares 89$6.91K<0.01%newTimeline
ALTLPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161 shares; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 161 shares; 2025Q3: 161 shares; 2025Q4: 161 shares 161$6.91K<0.01%0Timeline
ROBTFIRST 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: not reported; 2025Q4: 133 shares 133$6.9K<0.01%newTimeline
BOCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280 shares; 2024Q4: 280 shares; 2025Q1: 139 shares; 2025Q2: 139 shares; 2025Q3: 139 shares; 2025Q4: 139 shares 139$6.87K<0.01%0Timeline
SCHOSCHWAB 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: 280 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 280 shares 280$6.82K<0.01%0Timeline
BSSXINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26 shares; 2025Q4: 254 shares 254$6.57K<0.01%+228Timeline
PSCCINVESCO 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: 210 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 210 shares 210$6.53K<0.01%0Timeline
IXPISHARES 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: 53 shares; 2025Q4: 53 shares 53$6.42K<0.01%0Timeline
FMAYFIRST 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: 153 shares; 2025Q4: 119 shares 119$6.36K<0.01%-34Timeline
TQQQPROSHARES 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: 60 shares; 2025Q4: 120 shares 120$6.33K<0.01%+60Timeline
ECHISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 155 shares 155$6.26K<0.01%+152Timeline
GSWOGOLDMAN 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: 41 shares; 2025Q3: 41 shares; 2025Q4: 108 shares 108$6.24K<0.01%+67Timeline
DEHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: not reported; 2025Q3: 193 shares; 2025Q4: 193 shares 193$6.22K<0.01%0Timeline
JNKSPDR 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: 6 shares; 2025Q2: not reported; 2025Q3: 18 shares; 2025Q4: 64 shares 64$6.22K<0.01%+46Timeline
RSPDINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 163 shares; 2025Q1: 163 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 109 shares 109$6.22K<0.01%0Timeline
PGXINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 546 shares 546$6.14K<0.01%newTimeline
SPHDINVESCO 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: 127 shares; 2025Q2: 127 shares; 2025Q3: 127 shares; 2025Q4: 127 shares 127$6.1K<0.01%0Timeline
SPHBINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares 50$5.85K<0.01%0Timeline
FGDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 185 shares; 2025Q4: 185 shares 185$5.6K<0.01%0Timeline
JMSTJ 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: 14 shares; 2025Q3: 1,019 shares; 2025Q4: 106 shares 106$5.4K<0.01%-913Timeline
GCCWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 1 shares; 2025Q1: 196 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 255 shares 255$5.39K<0.01%+254Timeline
TFISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 178 shares; 2025Q1: 224 shares; 2025Q2: 122 shares; 2025Q3: 617 shares; 2025Q4: 117 shares 117$5.35K<0.01%-500Timeline
DGSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164 shares; 2024Q4: 164 shares; 2025Q1: 117 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 93 shares 93$5.32K<0.01%0Timeline
XCWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 164 shares 164$5.32K<0.01%+163Timeline
DTHWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 653 shares; 2025Q2: 124 shares; 2025Q3: 116 shares; 2025Q4: 103 shares 103$5.32K<0.01%-13Timeline
DEXCDIMENSIONAL 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: 87 shares; 2025Q4: 87 shares 87$5.26K<0.01%0Timeline
CWISPDR 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: 146 shares; 2025Q3: 146 shares; 2025Q4: 146 shares 146$5.24K<0.01%0Timeline
PSCTINVESCO 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: 92 shares 92$5.21K<0.01%newTimeline
FCTRFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146 shares; 2024Q4: 146 shares; 2025Q1: 146 shares; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 146 shares 146$5.21K<0.01%0Timeline
SPIPSPDR 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: 816 shares; 2025Q4: 199 shares 199$5.16K<0.01%-617Timeline
FBTFIRST 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: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares 25$5.16K<0.01%0Timeline
CORPPIMCO 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: 51 shares; 2025Q4: 51 shares 51$4.99K<0.01%0Timeline
NAILDIREXION SHARES 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: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100$4.96K<0.01%0Timeline
XHSSPDR 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: 46 shares; 2025Q4: 46 shares 46$4.92K<0.01%0Timeline
AVNVAMERICAN 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: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares 65$4.86K<0.01%0Timeline
HYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26 shares; 2025Q2: 48 shares; 2025Q3: 70 shares; 2025Q4: 60 shares 60$4.84K<0.01%-10Timeline
EAPRINNOVATOR 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: 162 shares 162$4.81K<0.01%newTimeline
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: 4 shares; 2025Q2: 1 shares; 2025Q3: 197 shares; 2025Q4: 188 shares 188$4.79K<0.01%-9Timeline
SFLRINNOVATOR 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: 347 shares; 2025Q4: 128 shares 128$4.72K<0.01%-219Timeline
SMINISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 80 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 66 shares 66$4.61K<0.01%+6Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 139 shares; 2025Q1: 139 shares; 2025Q2: not reported; 2025Q3: 173 shares; 2025Q4: 173 shares 173$4.57K<0.01%0Timeline
IXCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 345 shares; 2025Q1: 241 shares; 2025Q2: 100 shares; 2025Q3: 107 shares; 2025Q4: 107 shares 107$4.49K<0.01%0Timeline
BSEPINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares 90$4.43K<0.01%0Timeline
PBUSINVESCO 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: 62 shares; 2025Q3: 62 shares; 2025Q4: 62 shares 62$4.24K<0.01%0Timeline
SHMSPDR 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: 126 shares; 2025Q2: 9 shares; 2025Q3: 28 shares; 2025Q4: 88 shares 88$4.22K<0.01%+60Timeline
URAGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291 shares; 2024Q4: 249 shares; 2025Q1: 124 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 96 shares 96$4.1K<0.01%0Timeline
BSMVINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 193 shares 193$4.08K<0.01%newTimeline
FSMDFIDELITY COVINGTON 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: 187 shares; 2025Q3: 91 shares; 2025Q4: 91 shares 91$4.02K<0.01%0Timeline
AAXJISHARES 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: 43 shares; 2025Q4: 43 shares 43$4K<0.01%0Timeline
PJPINVESCO 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: not reported; 2025Q4: 38 shares 38$3.97K<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 141. All 141

SecurityShares beforeValue beforeType
UNILEVER PLCUNILEVER PLC241,237$14.3Mshares
PREMIER INCPREMIER INC409,359$11.4Mshares
TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADR182,137$10.9Mshares
MR COOPER GROUP INCMR COOPER GROUP INC13,277$2.8Mshares
BWLPBW LPG LTD179,481$2.57Mshares
CUSHMAN & WAKEFIELD UK HOLDCCUSHMAN & WAKEFIELD UK HOLDC147,811$2.35Mshares
INTERPUBLIC GROUP COSINTERPUBLIC GROUP COS57,201$1.6Mshares
Sandstorm Gold LtdSandstorm Gold Ltd125,451$1.57Mshares
KKELLANOVA18,341$1.5Mshares
ASIXADVANSIX INC68,456$1.33Mshares
SCSSTEELCASE INC-CLASS A58,664$1.01Mshares
OROR ROYALTIES INC.22,672$909Kshares
CORECARD CORPORATIONCORECARD CORPORATION27,434$739Kshares
IVERSIFIED ENERGY COMPANY PIVERSIFIED ENERGY COMPANY P48,992$686Kshares
NSITINSIGHT ENTERPRISES INC5,778$655Kshares
FONRFONAR CORP41,595$626Kshares
PRMBPRIMO BRANDS CORPORATION27,135$600Kshares
AREALEXANDRIA REAL ESTATE EQ IN6,992$583Kshares
CANGO INC/KY - ADRCANGO INC/KY - ADR133,131$564Kshares
WNS HLDGS LTD COM SHSWNS HLDGS LTD COM SHS6,609$504Kshares
AGFIRST MAJESTIC SILVER CORP40,340$495Kshares
LNNLINDSAY CORP3,428$482Kshares
KINSKINGSTONE COS INC32,758$482Kshares
GTLBGITLAB INC10,543$475Kshares
HSIIHEIDRICK & STRUGGLES INTL IN8,840$440Kshares
ARIS WATER SOLUTIONS INCARIS WATER SOLUTIONS INC17,199$424Kshares
IFFINTERNATIONAL FLAVORS&FRAGRA6,743$415Kshares
TASKTASKUS INC22,273$398Kshares
PRKSUNITED PARKS & RESORTS INC7,276$376Kshares
JOBYJOBY AVIATION INC23,096$373Kshares
CPSCOOPER-STANDARD HOLDINGS INC9,968$368Kshares
DUOLDUOLINGO INC1,143$368Kshares
TZOOTRAVELZOO36,785$362Kshares
QFINQFIN HOLDINGS INC11,766$339Kshares
UPBDUPBOUND GROUP INC13,998$331Kshares
CWSTCASELLA WASTE SYS INC3,345$317Kshares
VRNSVARONIS SYS INC5,467$314Kshares
DNOWDNOW INC20,032$305Kshares
AUBATLANTIC UN BANKSHARES CORP8,628$304Kshares
LBRDKLIBERTY BROADBAND CORP4,772$303Kshares
FNDFLOOR & DECOR HLDGS INC4,086$301Kshares
HHHHOWARD HUGHES HOLDINGS INC3,659$301Kshares
SXTSENSIENT TECHNOLOGIES CORP3,181$299Kshares
UPSTUPSTART HLDGS INC5,865$298Kshares
HANESBRANDS INCHANESBRANDS INC44,971$296Kshares
ADNTADIENT PLC12,215$294Kshares
LEUCENTRUS ENERGY CORP947$294Kshares
ESTCELASTIC N V3,428$290Kshares
WFGWEST FRASER TIMBER CO LTD4,253$289Kshares
HCIHCI GROUP INC1,496$287Kshares
GXOGXO LOGISTICS INCORPORATED5,403$286Kshares
WHWYNDHAM HOTELS & RESORTS INC3,557$284Kshares
TREXTREX INC5,449$282Kshares
WWWWOLVERINE WORLD WIDE INC9,903$272Kshares
CRWVCOREWEAVE INC1,970$270Kshares
GIIIG III APPAREL GROUP LTD10,079$268Kshares
ACADACADIA PHARMACEUTICALS INC12,474$266Kshares
CECELANESE CORP DEL6,182$260Kshares
STSENSATA TECHNOLOGIES HLDG PL8,454$258Kshares
TILE SHOP HLDGS INCTILE SHOP HLDGS INC42,615$258Kshares
VHIVALHI INC NEW16,275$257Kshares
AAMIACADIAN ASSET MANAGEMENT INC5,287$255Kshares
OPCHOPTION CARE HEALTH INC9,113$253Kshares
OBDCBLUE OWL CAPITAL CORPORATION19,721$252Kshares
MARAMARA HOLDINGS INC13,602$248Kshares
TEXTEREX CORP NEW4,824$247Kshares
SEZLSEZZLE INC3,106$247Kshares
PRVAPRIVIA HEALTH GROUP INC9,765$243Kshares
WMGWARNER MUSIC GROUP CORP7,090$241Kshares
GICGLOBAL INDUSTRIAL COMPANY6,563$241Kshares
SPSCSPS COMM INC2,309$240Kshares
PCTYPAYLOCITY HLDG CORP1,506$240Kshares
TGTXTG THERAPEUTICS INC6,582$238Kshares
CAKECHEESECAKE FACTORY INC4,305$235Kshares
WIXWIX COM LTD1,311$233Kshares
MGNIMAGNITE INC10,677$233Kshares
GSHDGOOSEHEAD INS INC3,061$228Kshares
CVICVR ENERGY INC6,217$227Kshares
SRADSPORTRADAR GROUP AG8,364$225Kshares
NBTBNBT BANCORP INC5,302$221Kshares
UCBUNITED CMNTY BKS BLAIRSVLE G7,049$221Kshares
CLFCLEVELAND-CLIFFS INC NEW17,858$218Kshares
GRVYGRAVITY CO LTD3,372$216Kshares
SAICSCIENCE APPLICATIONS INTL CO2,170$216Kshares
LMATLEMAITRE VASCULAR INC2,456$215Kshares
SOBOSOUTH BOW CORP7,589$215Kshares
UTIUNIVERSAL TECHNICAL INST INC6,594$215Kshares
OPRAOPERA LTD10,328$213Kshares
WDWALKER & DUNLOP INC2,534$212Kshares
MIRMMIRUM PHARMACEUTICALS INC2,855$209Kshares
ENPHENPHASE ENERGY INC5,909$209Kshares
POWIPOWER INTEGRATIONS INC5,133$206Kshares
ABGASBURY AUTOMOTIVE GROUP INC842$206Kshares
JRVRJAMES RIVER GROUP HOLDINGS I36,450$202Kshares
SMRNUSCALE PWR CORP5,584$201Kshares
ISHARESISHARES5,973$160Kshares
SEMSELECT MED HLDGS CORP12,225$157Kshares
MBLYMOBILEYE GLOBAL INC10,569$149Kshares
CHCICOMSTOCK HLDG COS INC10,578$148Kshares
TDUPTHREDUP INC15,146$143Kshares

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 0001423442-26-000001 base2026-02-11acceptance time not in the bulk data set