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PRINCIPAL SECURITIES, INC.

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13F filer, CIK 12600, DES MOINES, IA

PRINCIPAL SECURITIES, INC. reported $5,321,981,703 across 3,679 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-11. Its ten largest share positions make up 20.87% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000012600-25-000009

Period
2025-06-30
Reported value
$5.32B
Holdings
3,679
Top 10 weight
20.87%
New
404
Sold out
278

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IVVadded+68,528$42.5M
IUSVadded+396,094$37.5M
PIEQadded+1,188,727$34.7M
PSCadded+548,537$29.2M
SPMOadded+251,876$28.3M

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
SPYGreduced-470,121-$44.8M
IWYreduced-145,093-$35.8M
XMMOreduced-214,292-$27.6M
USMCreduced-361,749-$22.6M
IDEVreduced-252,501-$19.2M

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

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0000012600-25-000009, largest first. % of portfolio is the value over $5,321,981,703, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IETCISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 1,187 shares 1,187$112K<0.01%+1,158Timeline
DOXAMDOCS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,215 shares; 2024Q4: 1,341 shares; 2025Q1: 1,341 shares; 2025Q2: 1,223 shares 1,223$112K<0.01%-118Timeline
WIXWIX COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 644 shares; 2024Q4: 672 shares; 2025Q1: 672 shares; 2025Q2: 703 shares 703$111K<0.01%+31Timeline
JXNJACKSON FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419 shares; 2024Q4: 415 shares; 2025Q1: 415 shares; 2025Q2: 1,254 shares 1,254$111K<0.01%+839Timeline
SPLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,293 shares; 2024Q4: 61,059 shares; 2025Q1: 61,059 shares; 2025Q2: 1,526 shares 1,526$111K<0.01%-59,533Timeline
AREALEXANDRIA REAL ESTATE EQ INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,351 shares; 2024Q4: 2,020 shares; 2025Q1: 2,020 shares; 2025Q2: 1,525 shares 1,525$111K<0.01%-495Timeline
GGGGRACO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 817 shares; 2024Q4: 1,007 shares; 2025Q1: 1,007 shares; 2025Q2: 1,286 shares 1,286$111K<0.01%+279Timeline
ASEAGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,476 shares; 2024Q4: 6,253 shares; 2025Q1: 6,253 shares; 2025Q2: 6,772 shares 6,772$110K<0.01%+519Timeline
GJANFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,005 shares; 2024Q4: 1,560 shares; 2025Q1: 1,560 shares; 2025Q2: 2,760 shares 2,760$110K<0.01%+1,200Timeline
EELVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,825 shares; 2024Q4: 3,897 shares; 2025Q1: 3,897 shares; 2025Q2: 4,214 shares 4,214$110K<0.01%+317Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,062 shares; 2024Q4: 1,062 shares; 2025Q1: 1,062 shares; 2025Q2: 1,089 shares 1,089$110K<0.01%+27Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,175 shares; 2024Q4: 2,286 shares; 2025Q1: 2,286 shares; 2025Q2: 2,286 shares 2,286$110K<0.01%0Timeline
SIZEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,770 shares; 2024Q4: 93,384 shares; 2025Q1: 93,384 shares; 2025Q2: 710 shares 710$110K<0.01%-92,674Timeline
FMXFOMENTO ECONOMICO MEXICANO SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 982 shares; 2024Q4: 1,091 shares; 2025Q1: 1,091 shares; 2025Q2: 1,065 shares 1,065$110K<0.01%-26Timeline
IGEBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 949 shares; 2024Q4: 2,919 shares; 2025Q1: 2,919 shares; 2025Q2: 2,407 shares 2,407$109K<0.01%-512Timeline
MTCHMATCH GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 631 shares; 2024Q4: 3,283 shares; 2025Q1: 3,283 shares; 2025Q2: 3,530 shares 3,530$109K<0.01%+247Timeline
MTBM & T BK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278 shares; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 562 shares 562$109K<0.01%+152Timeline
IYRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,468 shares; 2024Q4: 2,465 shares; 2025Q1: 2,547 shares; 2025Q2: 1,150 shares 1,150$109K<0.01%-1,397Timeline
SNDRSCHNEIDER NATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,604 shares; 2024Q4: 4,626 shares; 2025Q1: 4,626 shares; 2025Q2: 4,507 shares 4,507$109K<0.01%-119Timeline
SANMSANMINA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,222 shares; 2024Q4: 1,388 shares; 2025Q1: 1,388 shares; 2025Q2: 1,111 shares 1,111$109K<0.01%-277Timeline
TPRTAPESTRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,121 shares; 2024Q4: 1,633 shares; 2025Q1: 1,633 shares; 2025Q2: 1,237 shares 1,237$109K<0.01%-396Timeline
ICLRICON PUB LTD COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,449 shares; 2024Q4: 2,318 shares; 2025Q1: 2,318 shares; 2025Q2: 746 shares 746$109K<0.01%-1,572Timeline
AGNGGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,704 shares; 2024Q4: 19,945 shares; 2025Q1: 21,346 shares; 2025Q2: 3,389 shares 3,389$108K<0.01%-17,957Timeline
CLXCLOROX CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 775 shares; 2024Q4: 786 shares; 2025Q1: 786 shares; 2025Q2: 901 shares 901$108K<0.01%+115Timeline
INDAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 470 shares; 2024Q4: 932 shares; 2025Q1: 932 shares; 2025Q2: 1,942 shares 1,942$108K<0.01%+1,010Timeline
ELFE L F BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 728 shares; 2024Q4: 1,178 shares; 2025Q1: 1,178 shares; 2025Q2: 861 shares 861$107K<0.01%-317Timeline
ITGRINTEGER HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 487 shares; 2024Q4: 639 shares; 2025Q1: 639 shares; 2025Q2: 871 shares 871$107K<0.01%+232Timeline
PEVERPURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,040 shares; 2024Q4: 2,175 shares; 2025Q1: 2,175 shares; 2025Q2: 1,853 shares 1,853$107K<0.01%-322Timeline
ONONON HLDG AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,903 shares; 2024Q4: 2,513 shares; 2025Q1: 2,513 shares; 2025Q2: 2,047 shares 2,047$107K<0.01%-466Timeline
FNDCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,242 shares; 2024Q4: 7,161 shares; 2025Q1: 7,161 shares; 2025Q2: 2,531 shares 2,531$106K<0.01%-4,630Timeline
AVYAVERY DENNISON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 902 shares; 2024Q4: 697 shares; 2025Q1: 697 shares; 2025Q2: 606 shares 606$106K<0.01%-91Timeline
GMAYFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,485 shares; 2024Q4: 3,485 shares; 2025Q1: 3,485 shares; 2025Q2: 2,685 shares 2,685$105K<0.01%-800Timeline
BSYBENTLEY SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,297 shares; 2024Q4: 2,181 shares; 2025Q1: 2,181 shares; 2025Q2: 1,923 shares 1,923$104K<0.01%-258Timeline
AGCOAGCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 871 shares; 2024Q4: 842 shares; 2025Q1: 842 shares; 2025Q2: 1,004 shares 1,004$104K<0.01%+162Timeline
IVLUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 3,140 shares 3,140$103K<0.01%+1,140Timeline
WWJDNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,476 shares; 2024Q4: 3,606 shares; 2025Q1: 3,606 shares; 2025Q2: 3,001 shares 3,001$103K<0.01%-605Timeline
LVHDLEGG MASON ETF INVTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,543 shares; 2024Q4: 2,533 shares; 2025Q1: 2,533 shares; 2025Q2: 2,562 shares 2,562$102K<0.01%+29Timeline
MODMODINE MFG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 544 shares; 2025Q1: 544 shares; 2025Q2: 1,034 shares 1,034$102K<0.01%+490Timeline
INCYINCYTE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,602 shares; 2024Q4: 2,694 shares; 2025Q1: 2,694 shares; 2025Q2: 1,495 shares 1,495$102K<0.01%-1,199Timeline
SCHISCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,218 shares; 2024Q4: 7,240 shares; 2025Q1: 7,240 shares; 2025Q2: 4,417 shares 4,417$101K<0.01%-2,823Timeline
IGHGPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,281 shares 1,281$100K<0.01%newTimeline
EMHCSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,672 shares; 2024Q4: 2,570 shares; 2025Q1: 2,570 shares; 2025Q2: 4,076 shares 4,076$100K<0.01%+1,506Timeline
WCCWESCO INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 541 shares 541$100K<0.01%+161Timeline
ERHALLSPRING UTILITIES AND HIGHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,309 shares; 2024Q4: 23,459 shares; 2025Q1: 23,459 shares; 2025Q2: 8,666 shares 8,666$100K<0.01%-14,793Timeline
FTXNFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 3,677 shares 3,677$100K<0.01%+877Timeline
ILCVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,199 shares 1,199$100K<0.01%newTimeline
SJMSMUCKER J M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 837 shares; 2024Q4: 819 shares; 2025Q1: 819 shares; 2025Q2: 1,017 shares 1,017$99.9K<0.01%+198Timeline
PKPARK HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 878 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,728 shares 9,728$99.5K<0.01%newTimeline
OAEMUNIFIED SER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,345 shares; 2024Q4: 4,454 shares; 2025Q1: 4,454 shares; 2025Q2: 3,074 shares 3,074$99.5K<0.01%-1,380Timeline
ABRARBOR REALTY TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,237 shares; 2024Q4: 9,062 shares; 2025Q1: 9,062 shares; 2025Q2: 9,241 shares 9,241$98.9K<0.01%+179Timeline
MOG-AMOOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 515 shares; 2024Q4: 606 shares; 2025Q1: 606 shares; 2025Q2: 546 shares 546$98.8K<0.01%-60Timeline
ERICTELEFONAKTIEBOLAGET LM ERICSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,403 shares; 2024Q4: 17,583 shares; 2025Q1: 17,583 shares; 2025Q2: 11,620 shares 11,620$98.5K<0.01%-5,963Timeline
BMARINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,682 shares; 2024Q4: 1,682 shares; 2025Q1: 1,682 shares; 2025Q2: 2,003 shares 2,003$98.2K<0.01%+321Timeline
BKEMBNY MELLON ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,456 shares; 2024Q4: 1,470 shares; 2025Q1: 1,470 shares; 2025Q2: 1,463 shares 1,463$98.1K<0.01%-7Timeline
BKAGBNY MELLON ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,056 shares; 2024Q4: 2,326 shares; 2025Q1: 2,326 shares; 2025Q2: 2,326 shares 2,326$98.1K<0.01%0Timeline
VNOVORNADO RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,342 shares; 2024Q4: 3,107 shares; 2025Q1: 3,107 shares; 2025Q2: 2,551 shares 2,551$97.5K<0.01%-556Timeline
JBBBJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,220 shares; 2024Q4: 2,351 shares; 2025Q1: 2,351 shares; 2025Q2: 2,023 shares 2,023$97.5K<0.01%-328Timeline
BALLBALL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,506 shares; 2024Q4: 4,139 shares; 2025Q1: 4,139 shares; 2025Q2: 1,738 shares 1,738$97.5K<0.01%-2,401Timeline
EMNTPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 983 shares 983$97.1K<0.01%newTimeline
WINGWINGSTOP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280 shares; 2024Q4: 309 shares; 2025Q1: 309 shares; 2025Q2: 288 shares 288$97K<0.01%-21Timeline
GWREGUIDEWIRE SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295 shares; 2024Q4: 311 shares; 2025Q1: 311 shares; 2025Q2: 409 shares 409$96.3K<0.01%+98Timeline
EPRTESSENTIAL PPTYS RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,064 shares; 2024Q4: 2,134 shares; 2025Q1: 2,134 shares; 2025Q2: 2,994 shares 2,994$95.5K<0.01%+860Timeline
PMARINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 734 shares; 2024Q4: 734 shares; 2025Q1: 734 shares; 2025Q2: 2,262 shares 2,262$95.5K<0.01%+1,528Timeline
MSMMSC INDL DIRECT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,148 shares; 2024Q4: 798 shares; 2025Q1: 798 shares; 2025Q2: 1,123 shares 1,123$95.5K<0.01%+325Timeline
NTRANATERA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 344 shares; 2025Q1: 344 shares; 2025Q2: 564 shares 564$95.3K<0.01%+220Timeline
CSLCARLISLE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136 shares; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 254 shares 254$95K<0.01%+113Timeline
REYNREYNOLDS CONSUMER PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,826 shares; 2024Q4: 5,056 shares; 2025Q1: 5,056 shares; 2025Q2: 4,420 shares 4,420$94.7K<0.01%-636Timeline
SCHQSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,757 shares; 2024Q4: 182,593 shares; 2025Q1: 182,593 shares; 2025Q2: 2,967 shares 2,967$94.6K<0.01%-179,626Timeline
DBDEUTSCHE BK AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,936 shares; 2024Q4: 2,051 shares; 2025Q1: 2,051 shares; 2025Q2: 3,225 shares 3,225$94.4K<0.01%+1,174Timeline
EPAMEPAM SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 533 shares 533$94.2K<0.01%+429Timeline
PTLNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 410 shares 410$94K<0.01%+406Timeline
SNNSMITH & NEPHEW PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 789 shares; 2024Q4: 1,480 shares; 2025Q1: 1,480 shares; 2025Q2: 3,068 shares 3,068$94K<0.01%+1,588Timeline
BJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 907 shares; 2024Q4: 1,255 shares; 2025Q1: 1,255 shares; 2025Q2: 1,867 shares 1,867$93.8K<0.01%+612Timeline
YDECFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,725 shares; 2024Q4: 3,725 shares; 2025Q1: 3,725 shares; 2025Q2: 3,725 shares 3,725$93.3K<0.01%0Timeline
AKAMAKAMAI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 720 shares; 2024Q4: 894 shares; 2025Q1: 894 shares; 2025Q2: 1,170 shares 1,170$93.3K<0.01%+276Timeline
NTRNUTRIEN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391 shares; 2024Q4: 931 shares; 2025Q1: 931 shares; 2025Q2: 1,600 shares 1,600$93.2K<0.01%+669Timeline
PEGAPEGASYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 278 shares; 2025Q1: 278 shares; 2025Q2: 1,720 shares 1,720$93.1K<0.01%+1,442Timeline
PFGCPERFORMANCE FOOD GROUP COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,012 shares; 2024Q4: 1,309 shares; 2025Q1: 1,309 shares; 2025Q2: 1,061 shares 1,061$92.8K<0.01%-248Timeline
MTDMETTLER TOLEDO INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 79 shares 79$92.8K<0.01%+6Timeline
HUBSHUBSPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99 shares; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 166 shares 166$92.4K<0.01%+50Timeline
INCEFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,664 shares; 2024Q4: 2,394 shares; 2025Q1: 2,394 shares; 2025Q2: 1,606 shares 1,606$92.3K<0.01%-788Timeline
JRINUVEEN REAL ASSET INCOME & GQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,367 shares; 2024Q4: 6,714 shares; 2025Q1: 6,714 shares; 2025Q2: 6,822 shares 6,822$92.1K<0.01%+108Timeline
JHMDJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,172 shares; 2024Q4: 8,031 shares; 2025Q1: 8,031 shares; 2025Q2: 2,400 shares 2,400$91.8K<0.01%-5,631Timeline
USOUNITED STS OIL FD LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,484 shares; 2024Q4: 1,454 shares; 2025Q1: 1,454 shares; 2025Q2: 1,256 shares 1,256$91.8K<0.01%-198Timeline
DMXFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,224 shares 1,224$91.1K<0.01%-126Timeline
DFINDONNELLEY FINL SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 1,015 shares; 2025Q1: 1,015 shares; 2025Q2: 1,472 shares 1,472$90.7K<0.01%+457Timeline
TXRHTEXAS ROADHOUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 187 shares; 2025Q1: 187 shares; 2025Q2: 484 shares 484$90.7K<0.01%+297Timeline
HEIHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 332 shares; 2025Q1: 332 shares; 2025Q2: 276 shares 276$90.5K<0.01%-56Timeline
APPFAPPFOLIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 391 shares 391$90K<0.01%+331Timeline
EGPEASTGROUP PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 454 shares; 2024Q4: 538 shares; 2025Q1: 538 shares; 2025Q2: 538 shares 538$89.9K<0.01%0Timeline
QUSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 554 shares; 2024Q4: 554 shares; 2025Q1: 554 shares; 2025Q2: 550 shares 550$89.7K<0.01%-4Timeline
EMLPFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,392 shares; 2024Q4: 1,935 shares; 2025Q1: 1,935 shares; 2025Q2: 2,386 shares 2,386$89.5K<0.01%+451Timeline
BRKRBRUKER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,662 shares; 2024Q4: 1,808 shares; 2025Q1: 1,808 shares; 2025Q2: 2,171 shares 2,171$89.4K<0.01%+363Timeline
BLDTOPBUILD CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: 194 shares; 2025Q1: 194 shares; 2025Q2: 276 shares 276$89.4K<0.01%+82Timeline
UBSIUNITED BANKSHARES INC WEST VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,830 shares; 2024Q4: 3,115 shares; 2025Q1: 3,115 shares; 2025Q2: 2,437 shares 2,437$88.8K<0.01%-678Timeline
SLGNSILGAN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 792 shares; 2025Q1: 792 shares; 2025Q2: 1,638 shares 1,638$88.7K<0.01%+846Timeline
BIIBBIOGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259 shares; 2024Q4: 337 shares; 2025Q1: 337 shares; 2025Q2: 704 shares 704$88.4K<0.01%+367Timeline
LECOLINCOLN ELEC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385 shares; 2024Q4: 362 shares; 2025Q1: 362 shares; 2025Q2: 426 shares 426$88.3K<0.01%+64Timeline
TBLLINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,293 shares; 2024Q4: 1,053 shares; 2025Q1: 1,053 shares; 2025Q2: 836 shares 836$88.2K<0.01%-217Timeline
KRCKILROY REALTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 727 shares; 2024Q4: 795 shares; 2025Q1: 795 shares; 2025Q2: 2,568 shares 2,568$88.1K<0.01%+1,773Timeline
OLEDUNIVERSAL DISPLAY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 416 shares; 2024Q4: 385 shares; 2025Q1: 387 shares; 2025Q2: 570 shares 570$88K<0.01%+183Timeline
PRMPERIMETER SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,606 shares; 2025Q1: 5,606 shares; 2025Q2: 6,318 shares 6,318$87.9K<0.01%+712Timeline
APAMARTISAN PARTNERS ASSET MGMTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,241 shares; 2024Q4: 1,360 shares; 2025Q1: 1,360 shares; 2025Q2: 1,980 shares 1,980$87.8K<0.01%+620Timeline
DORMDORMAN PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223 shares; 2024Q4: 396 shares; 2025Q1: 396 shares; 2025Q2: 711 shares 711$87.2K<0.01%+315Timeline
FIDIFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263 shares; 2024Q4: 634 shares; 2025Q1: 634 shares; 2025Q2: 3,730 shares 3,730$86.9K<0.01%+3,096Timeline
CGCARLYLE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 908 shares; 2024Q4: 1,403 shares; 2025Q1: 1,403 shares; 2025Q2: 1,687 shares 1,687$86.7K<0.01%+284Timeline
HYDVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 856 shares; 2024Q4: 7,180 shares; 2025Q1: 7,196 shares; 2025Q2: 1,718 shares 1,718$86.3K<0.01%-5,478Timeline
BMRNBIOMARIN PHARMACEUTICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,410 shares; 2024Q4: 1,749 shares; 2025Q1: 1,749 shares; 2025Q2: 1,569 shares 1,569$86.2K<0.01%-180Timeline
GRPMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 789 shares 789$86.2K<0.01%+717Timeline
ARCCARES CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,445 shares; 2024Q4: 4,534 shares; 2025Q1: 4,534 shares; 2025Q2: 3,895 shares 3,895$85.5K<0.01%-639Timeline
FAFFIRST AMERN FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,104 shares; 2024Q4: 1,207 shares; 2025Q1: 1,207 shares; 2025Q2: 1,393 shares 1,393$85.5K<0.01%+186Timeline
XLBSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 770 shares; 2024Q4: 683 shares; 2025Q1: 683 shares; 2025Q2: 968 shares 968$85K<0.01%+285Timeline
HYLSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,795 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 2,025 shares 2,025$84.7K<0.01%+225Timeline
TMFERBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares 3,000$84.5K<0.01%newTimeline
ZSEPINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,272 shares; 2024Q4: 3,248 shares; 2025Q1: 3,248 shares; 2025Q2: 3,248 shares 3,248$84.1K<0.01%0Timeline
RSPSINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 2,800 shares 2,800$83.9K<0.01%+1,400Timeline
HLNEHAMILTON LANE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 283 shares; 2025Q1: 283 shares; 2025Q2: 590 shares 590$83.9K<0.01%+307Timeline
MSAMSA SAFETY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: 94 shares; 2025Q1: 94 shares; 2025Q2: 495 shares 495$82.9K<0.01%+401Timeline
RFGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,520 shares; 2024Q4: 1,520 shares; 2025Q1: 1,732 shares; 2025Q2: 1,700 shares 1,700$82.9K<0.01%-32Timeline
ADMARCHER DANIELS MIDLAND COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,049 shares; 2024Q4: 1,026 shares; 2025Q1: 1,026 shares; 2025Q2: 1,560 shares 1,560$82.3K<0.01%+534Timeline
JULHINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 3,301 shares; 2025Q1: 3,301 shares; 2025Q2: 3,301 shares 3,301$82K<0.01%0Timeline
ADCAGREE RLTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 905 shares; 2024Q4: 1,142 shares; 2025Q1: 1,142 shares; 2025Q2: 1,120 shares 1,120$81.8K<0.01%-22Timeline
FNDASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,233 shares; 2024Q4: 3,434 shares; 2025Q1: 3,434 shares; 2025Q2: 2,850 shares 2,850$81.6K<0.01%-584Timeline
TRUTRANSUNIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 495 shares; 2024Q4: 805 shares; 2025Q1: 805 shares; 2025Q2: 926 shares 926$81.5K<0.01%+121Timeline
TXTTEXTRON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,969 shares; 2024Q4: 1,999 shares; 2025Q1: 1,999 shares; 2025Q2: 1,007 shares 1,007$80.9K<0.01%-992Timeline
KNSLKINSALE CAP GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 167 shares 167$80.8K<0.01%+7Timeline
ARWARROW ELECTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 353 shares; 2024Q4: 479 shares; 2025Q1: 479 shares; 2025Q2: 634 shares 634$80.8K<0.01%+155Timeline
PTCPTC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 783 shares; 2024Q4: 809 shares; 2025Q1: 809 shares; 2025Q2: 468 shares 468$80.7K<0.01%-341Timeline
OCTJINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,373 shares; 2025Q1: 3,373 shares; 2025Q2: 3,373 shares 3,373$80.6K<0.01%0Timeline
FCGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,677 shares; 2024Q4: 3,074 shares; 2025Q1: 3,074 shares; 2025Q2: 3,479 shares 3,479$80.4K<0.01%+405Timeline
ACLSAXCELIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122 shares; 2024Q4: 173 shares; 2025Q1: 173 shares; 2025Q2: 1,151 shares 1,151$80.2K<0.01%+978Timeline
RGLDROYAL GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 332 shares; 2025Q1: 332 shares; 2025Q2: 451 shares 451$80.2K<0.01%+119Timeline
MRNAMODERNA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,764 shares; 2024Q4: 1,694 shares; 2025Q1: 1,694 shares; 2025Q2: 2,904 shares 2,904$80.1K<0.01%+1,210Timeline
RIFRRUSSELL INVTS EXCHANGE TRADEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,168 shares 3,168$79.9K<0.01%newTimeline
SDVDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159 shares; 2024Q4: 346 shares; 2025Q1: 346 shares; 2025Q2: 3,886 shares 3,886$79.7K<0.01%+3,540Timeline
JHMMJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,140 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares 1,300$79.5K<0.01%0Timeline
BSTBLACKROCK SCIENCE & TECHNOLOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,837 shares; 2024Q4: 1,837 shares; 2025Q1: 1,837 shares; 2025Q2: 2,074 shares 2,074$79.2K<0.01%+237Timeline
BBWIBATH & BODY WORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,103 shares; 2024Q4: 2,344 shares; 2025Q1: 2,562 shares; 2025Q2: 2,641 shares 2,641$79.1K<0.01%+79Timeline
FTSDFRANKLIN ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 480 shares; 2024Q4: 419 shares; 2025Q1: 419 shares; 2025Q2: 868 shares 868$78.9K<0.01%+449Timeline
SMLVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 533 shares; 2024Q4: 617 shares; 2025Q1: 617 shares; 2025Q2: 629 shares 629$78.7K<0.01%+12Timeline
SIRISIRIUSXM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,467 shares; 2024Q4: 3,634 shares; 2025Q1: 3,634 shares; 2025Q2: 3,426 shares 3,426$78.7K<0.01%-208Timeline
NBISNEBIUS GROUP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,193 shares; 2024Q4: 5,203 shares; 2025Q1: 5,450 shares; 2025Q2: 1,419 shares 1,419$78.5K<0.01%-4,031Timeline
PENPENUMBRA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379 shares; 2024Q4: 357 shares; 2025Q1: 357 shares; 2025Q2: 304 shares 304$78K<0.01%-53Timeline
BCEBCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,993 shares; 2024Q4: 3,156 shares; 2025Q1: 3,156 shares; 2025Q2: 3,518 shares 3,518$78K<0.01%+362Timeline
DOCHEALTHPEAK PROPERTIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,403 shares; 2024Q4: 3,592 shares; 2025Q1: 3,649 shares; 2025Q2: 4,445 shares 4,445$77.8K<0.01%+796Timeline
DXJWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,375 shares; 2024Q4: 1,224 shares; 2025Q1: 1,224 shares; 2025Q2: 681 shares 681$77.8K<0.01%-543Timeline
BWABORGWARNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,219 shares; 2024Q4: 1,939 shares; 2025Q1: 1,939 shares; 2025Q2: 2,313 shares 2,313$77.4K<0.01%+374Timeline
TSPAT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,990 shares 1,990$77.4K<0.01%newTimeline
PBHPRESTIGE CONSMR HEALTHCARE IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 742 shares; 2024Q4: 778 shares; 2025Q1: 778 shares; 2025Q2: 968 shares 968$77.3K<0.01%+190Timeline
USTBVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,547 shares; 2024Q4: 1,520 shares; 2025Q1: 1,520 shares; 2025Q2: 1,520 shares 1,520$77.2K<0.01%0Timeline
NWENORTHWESTERN ENERGY GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,572 shares; 2024Q4: 1,500 shares; 2025Q1: 1,558 shares; 2025Q2: 1,500 shares 1,500$77K<0.01%-58Timeline
DRLLEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,671 shares; 2024Q4: 2,729 shares; 2025Q1: 2,729 shares; 2025Q2: 2,821 shares 2,821$76.6K<0.01%+92Timeline
CGICCAPITAL GROUP INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 2,630 shares 2,630$76.6K<0.01%+2,609Timeline
AOCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,956 shares; 2025Q1: 2,956 shares; 2025Q2: 2,956 shares 2,956$76K<0.01%0Timeline
RUMRUM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,538 shares; 2024Q4: 5,685 shares; 2025Q1: 5,685 shares; 2025Q2: 8,453 shares 8,453$75.9K<0.01%+2,768Timeline
MIDDMIDDLEBY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 488 shares; 2024Q4: 566 shares; 2025Q1: 566 shares; 2025Q2: 527 shares 527$75.9K<0.01%-39Timeline
PNFPPINNACLE FINANCIAL PARTNERSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 717 shares; 2024Q4: 808 shares; 2025Q1: 808 shares; 2025Q2: 687 shares 687$75.9K<0.01%-121Timeline
SBRASABRA HEALTH CARE REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,843 shares; 2024Q4: 3,870 shares; 2025Q1: 3,870 shares; 2025Q2: 4,098 shares 4,098$75.6K<0.01%+228Timeline
FCBDADVISORS INNER CIRCLE FD IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,964 shares 2,964$75.4K<0.01%newTimeline
GSEWGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 824 shares; 2024Q4: 921 shares; 2025Q1: 921 shares; 2025Q2: 921 shares 921$75.1K<0.01%0Timeline
FEBMFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,560 shares 2,560$75K<0.01%newTimeline
IDLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,886 shares; 2024Q4: 2,759 shares; 2025Q1: 2,759 shares; 2025Q2: 2,261 shares 2,261$74.9K<0.01%-498Timeline
DIVGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,250 shares; 2024Q4: 4,250 shares; 2025Q1: 4,250 shares; 2025Q2: 4,250 shares 4,250$74.7K<0.01%0Timeline
PAYCPAYCOM SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372 shares; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 322 shares 322$74.5K<0.01%+255Timeline
JBNDJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,388 shares 1,388$74.4K<0.01%newTimeline
RVTYREVVITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 386 shares; 2024Q4: 598 shares; 2025Q1: 598 shares; 2025Q2: 768 shares 768$74.2K<0.01%+170Timeline
GBILGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,789 shares; 2024Q4: 765 shares; 2025Q1: 765 shares; 2025Q2: 741 shares 741$74.2K<0.01%-24Timeline
HRLHORMEL FOODS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,733 shares; 2024Q4: 2,170 shares; 2025Q1: 2,203 shares; 2025Q2: 2,447 shares 2,447$74K<0.01%+244Timeline
FGDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,997 shares; 2024Q4: 2,930 shares; 2025Q1: 2,930 shares; 2025Q2: 2,686 shares 2,686$74K<0.01%-244Timeline
PIIMPINJ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 665 shares 665$73.9K<0.01%+659Timeline
PINSPINTEREST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,128 shares; 2024Q4: 727 shares; 2025Q1: 727 shares; 2025Q2: 2,054 shares 2,054$73.7K<0.01%+1,327Timeline
FSYDFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 183 shares; 2025Q1: 183 shares; 2025Q2: 1,535 shares 1,535$73.5K<0.01%+1,352Timeline
LAZLAZARD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 619 shares; 2024Q4: 1,569 shares; 2025Q1: 1,569 shares; 2025Q2: 1,531 shares 1,531$73.5K<0.01%-38Timeline
FLCEADVISORS INNER CIRCLE FD IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,789 shares 2,789$73.2K<0.01%newTimeline
NXTNEXTPOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 980 shares; 2024Q4: 1,390 shares; 2025Q1: 1,390 shares; 2025Q2: 1,346 shares 1,346$73.2K<0.01%-44Timeline
GNLGLOBAL NET LEASE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,011 shares; 2024Q4: 9,802 shares; 2025Q1: 9,802 shares; 2025Q2: 9,691 shares 9,691$73.2K<0.01%-111Timeline
CNOCNO FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 630 shares; 2024Q4: 955 shares; 2025Q1: 955 shares; 2025Q2: 1,893 shares 1,893$73K<0.01%+938Timeline
IVZINVESCO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,591 shares; 2024Q4: 2,483 shares; 2025Q1: 2,483 shares; 2025Q2: 4,614 shares 4,614$72.8K<0.01%+2,131Timeline
TEXTEREX CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,767 shares; 2024Q4: 1,767 shares; 2025Q1: 1,767 shares; 2025Q2: 1,557 shares 1,557$72.7K<0.01%-210Timeline
WTWWILLIS TOWERS WATSON PLC LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,838 shares; 2024Q4: 3,361 shares; 2025Q1: 3,361 shares; 2025Q2: 237 shares 237$72.6K<0.01%-3,124Timeline
RPMRPM INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393 shares; 2024Q4: 808 shares; 2025Q1: 808 shares; 2025Q2: 660 shares 660$72.5K<0.01%-148Timeline
ETGEATON VANCE TX ADV GLBL DIVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,455 shares; 2024Q4: 3,455 shares; 2025Q1: 3,455 shares; 2025Q2: 3,455 shares 3,455$72.3K<0.01%0Timeline
PIDINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,224 shares; 2024Q4: 3,252 shares; 2025Q1: 3,252 shares; 2025Q2: 3,525 shares 3,525$72.3K<0.01%+273Timeline
NEARISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,974 shares; 2024Q4: 2,271 shares; 2025Q1: 2,271 shares; 2025Q2: 1,414 shares 1,414$72.3K<0.01%-857Timeline
ISHARESISHARESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,784 shares; 2024Q4: 2,637 shares; 2025Q1: 2,637 shares; 2025Q2: 2,699 shares 2,699$72.2K<0.01%+62
BENFRANKLIN TEMPLETON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 1,957 shares; 2025Q1: 1,957 shares; 2025Q2: 3,028 shares 3,028$72.2K<0.01%+1,071Timeline
RRYDER SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: 344 shares; 2025Q1: 344 shares; 2025Q2: 454 shares 454$72.2K<0.01%+110Timeline
JAJLINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,557 shares 2,557$72K<0.01%newTimeline
BMOBANK OF MONTREALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 969 shares; 2025Q1: 969 shares; 2025Q2: 651 shares 651$72K<0.01%-318Timeline
SONSONOCO PRODS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,004 shares; 2024Q4: 1,355 shares; 2025Q1: 1,355 shares; 2025Q2: 1,650 shares 1,650$71.9K<0.01%+295Timeline
IBDNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,095 shares; 2024Q4: 1,095 shares; 2025Q1: 1,095 shares; 2025Q2: 2,990 shares 2,990$71.8K<0.01%+1,895Timeline
FTFFRANKLIN LTD DURATION INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,181 shares; 2024Q4: 11,181 shares; 2025Q1: 11,181 shares; 2025Q2: 11,181 shares 11,181$71.8K<0.01%0Timeline
FDLSNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,933 shares; 2024Q4: 3,161 shares; 2025Q1: 3,161 shares; 2025Q2: 2,261 shares 2,261$71.8K<0.01%-900Timeline
RRCRANGE RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,489 shares; 2024Q4: 1,664 shares; 2025Q1: 1,664 shares; 2025Q2: 1,763 shares 1,763$71.7K<0.01%+99Timeline
TAKTAKEDA PHARMACEUTICAL CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,228 shares; 2024Q4: 3,866 shares; 2025Q1: 3,866 shares; 2025Q2: 4,634 shares 4,634$71.6K<0.01%+768Timeline
RSPUINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278 shares; 2024Q4: 993 shares; 2025Q1: 993 shares; 2025Q2: 1,002 shares 1,002$71.3K<0.01%+9Timeline
EWBCEAST WEST BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,186 shares; 2024Q4: 4,926 shares; 2025Q1: 4,926 shares; 2025Q2: 705 shares 705$71.2K<0.01%-4,221Timeline
CCKCROWN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 691 shares 691$71.2K<0.01%+636Timeline
MSMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 416 shares; 2024Q4: 1,196 shares; 2025Q1: 1,196 shares; 2025Q2: 1,221 shares 1,221$71.1K<0.01%+25Timeline
SUNSUNOCO LP/SUNOCO FIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 698 shares; 2024Q4: 504 shares; 2025Q1: 504 shares; 2025Q2: 1,327 shares 1,327$71.1K<0.01%+823Timeline
CDECOEUR MNG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,011 shares 8,011$71K<0.01%newTimeline
EVXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 1,850 shares 1,850$70.8K<0.01%+1,680Timeline
CATHGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 842 shares; 2024Q4: 847 shares; 2025Q1: 847 shares; 2025Q2: 939 shares 939$70.8K<0.01%+92Timeline
SUISUN CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 789 shares; 2024Q4: 545 shares; 2025Q1: 545 shares; 2025Q2: 560 shares 560$70.8K<0.01%+15Timeline
NGVTINGEVITY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,458 shares; 2024Q4: 1,474 shares; 2025Q1: 1,474 shares; 2025Q2: 1,643 shares 1,643$70.8K<0.01%+169Timeline
WTRGESSENTIAL UTILS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,388 shares; 2024Q4: 2,105 shares; 2025Q1: 2,471 shares; 2025Q2: 1,903 shares 1,903$70.7K<0.01%-568Timeline
FCFSFIRSTCASH HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 486 shares; 2024Q4: 564 shares; 2025Q1: 564 shares; 2025Q2: 523 shares 523$70.7K<0.01%-41Timeline
FELVFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 587 shares; 2024Q4: 590 shares; 2025Q1: 590 shares; 2025Q2: 2,224 shares 2,224$70.6K<0.01%+1,634Timeline
DKSDICKS SPORTING GOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,209 shares; 2024Q4: 3,589 shares; 2025Q1: 3,589 shares; 2025Q2: 357 shares 357$70.5K<0.01%-3,232Timeline
FTLSFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 724 shares; 2024Q4: 955 shares; 2025Q1: 955 shares; 2025Q2: 1,061 shares 1,061$70.3K<0.01%+106Timeline
CBTCABOT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,493 shares; 2024Q4: 1,248 shares; 2025Q1: 1,248 shares; 2025Q2: 937 shares 937$70.3K<0.01%-311Timeline
ILTBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: 1,525 shares; 2025Q1: 1,568 shares; 2025Q2: 1,421 shares 1,421$70.2K<0.01%-147Timeline
ALCALCON AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,646 shares; 2024Q4: 1,378 shares; 2025Q1: 1,378 shares; 2025Q2: 795 shares 795$70.2K<0.01%-583Timeline
DGIIDIGI INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,077 shares; 2024Q4: 2,358 shares; 2025Q1: 2,358 shares; 2025Q2: 2,003 shares 2,003$69.8K<0.01%-355Timeline
BSMVINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,717 shares; 2025Q1: 4,717 shares; 2025Q2: 3,385 shares 3,385$69.8K<0.01%-1,332Timeline
TRITHOMSON REUTERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: 391 shares; 2025Q1: 391 shares; 2025Q2: 347 shares 347$69.8K<0.01%-44Timeline
BSMWINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,959 shares; 2025Q1: 3,959 shares; 2025Q2: 2,847 shares 2,847$69.7K<0.01%-1,112Timeline
BSMUINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,476 shares; 2025Q1: 4,476 shares; 2025Q2: 3,239 shares 3,239$69.6K<0.01%-1,237Timeline
IFFINTERNATIONAL FLAVORS&FRAGRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 467 shares; 2024Q4: 638 shares; 2025Q1: 638 shares; 2025Q2: 946 shares 946$69.6K<0.01%+308Timeline
BSMSINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,039 shares; 2025Q1: 4,039 shares; 2025Q2: 2,992 shares 2,992$69.5K<0.01%-1,047Timeline
BSMTINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,118 shares; 2025Q1: 4,118 shares; 2025Q2: 3,060 shares 3,060$69.5K<0.01%-1,058Timeline
BSMRINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,993 shares; 2025Q1: 3,993 shares; 2025Q2: 2,956 shares 2,956$69.4K<0.01%-1,037Timeline
IEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,095 shares 1,095$69.3K<0.01%newTimeline
BSMQINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280 shares; 2024Q4: 3,965 shares; 2025Q1: 3,965 shares; 2025Q2: 2,926 shares 2,926$68.9K<0.01%-1,039Timeline
UFOPROCURE ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,684 shares; 2025Q1: 1,684 shares; 2025Q2: 2,397 shares 2,397$68.9K<0.01%+713Timeline
INVESCOINVESCOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 2,801 shares 2,801$68.7K<0.01%-999
INCOCOLUMBIA ETF TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,416 shares; 2024Q4: 3,428 shares; 2025Q1: 3,428 shares; 2025Q2: 1,056 shares 1,056$68.5K<0.01%-2,372Timeline
WWDWOODWARD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302 shares; 2024Q4: 261 shares; 2025Q1: 261 shares; 2025Q2: 279 shares 279$68.4K<0.01%+18Timeline
CHHCHOICE HOTELS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 586 shares; 2024Q4: 603 shares; 2025Q1: 603 shares; 2025Q2: 537 shares 537$68.1K<0.01%-66Timeline
SAMBOSTON BEER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339 shares; 2024Q4: 337 shares; 2025Q1: 337 shares; 2025Q2: 357 shares 357$68.1K<0.01%+20Timeline
LEN-BLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 964 shares; 2024Q4: 1,448 shares; 2025Q1: 1,448 shares; 2025Q2: 645 shares 645$67.9K<0.01%-803Timeline
AMHAMERICAN HOMES 4 RENTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,858 shares; 2024Q4: 1,722 shares; 2025Q1: 1,722 shares; 2025Q2: 1,865 shares 1,865$67.3K<0.01%+143Timeline
ACIALBERTSONS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,229 shares; 2024Q4: 3,235 shares; 2025Q1: 3,235 shares; 2025Q2: 3,121 shares 3,121$67.1K<0.01%-114Timeline
BYDBOYD GAMING CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 909 shares; 2024Q4: 918 shares; 2025Q1: 918 shares; 2025Q2: 854 shares 854$66.8K<0.01%-64Timeline
CELHCELSIUS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,256 shares; 2024Q4: 682 shares; 2025Q1: 682 shares; 2025Q2: 1,435 shares 1,435$66.5K<0.01%+753Timeline
JPIEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 1,436 shares 1,436$66.5K<0.01%+1,336Timeline
SMBVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,864 shares; 2024Q4: 2,864 shares; 2025Q1: 2,864 shares; 2025Q2: 3,847 shares 3,847$66.4K<0.01%+983Timeline
CGBLCAPITAL GROUP CORE BALANCEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,985 shares 1,985$66.4K<0.01%newTimeline
IOTSAMSARA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,520 shares; 2024Q4: 1,042 shares; 2025Q1: 1,042 shares; 2025Q2: 1,662 shares 1,662$66.1K<0.01%+620Timeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 231 shares 231$66K<0.01%+11Timeline
UFPIUFP INDUSTRIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440 shares; 2024Q4: 615 shares; 2025Q1: 615 shares; 2025Q2: 662 shares 662$65.8K<0.01%+47Timeline
TAPMOLSON COORS BEVERAGE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,514 shares; 2024Q4: 5,482 shares; 2025Q1: 5,482 shares; 2025Q2: 1,365 shares 1,365$65.7K<0.01%-4,117Timeline
AVIVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,296 shares; 2024Q4: 1,221 shares; 2025Q1: 1,221 shares; 2025Q2: 1,054 shares 1,054$65.6K<0.01%-167Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 385 shares; 2025Q1: 385 shares; 2025Q2: 1,029 shares 1,029$65.6K<0.01%+644Timeline
AITAPPLIED INDL TECHNOLOGIES INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 281 shares 281$65.3K<0.01%+174Timeline
HOLXHOLOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,585 shares; 2024Q4: 1,064 shares; 2025Q1: 1,064 shares; 2025Q2: 1,001 shares 1,001$65.2K<0.01%-63Timeline
FPFDFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,991 shares; 2024Q4: 3,003 shares; 2025Q1: 3,003 shares; 2025Q2: 3,031 shares 3,031$65.2K<0.01%+28Timeline
FMSFRESENIUS MEDICAL CARE AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 987 shares; 2024Q4: 1,104 shares; 2025Q1: 1,104 shares; 2025Q2: 2,267 shares 2,267$64.8K<0.01%+1,163Timeline
HXLHEXCEL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 911 shares; 2024Q4: 969 shares; 2025Q1: 969 shares; 2025Q2: 1,145 shares 1,145$64.7K<0.01%+176Timeline
SMGSCOTTS MIRACLE-GRO COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,226 shares; 2024Q4: 1,173 shares; 2025Q1: 1,173 shares; 2025Q2: 981 shares 981$64.7K<0.01%-192Timeline
BSJSINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,843 shares; 2025Q1: 1,843 shares; 2025Q2: 2,926 shares 2,926$64.5K<0.01%+1,083Timeline
CHRWC H ROBINSON WORLDWIDE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 742 shares; 2024Q4: 580 shares; 2025Q1: 610 shares; 2025Q2: 670 shares 670$64.3K<0.01%+60Timeline
DBMFIM GLOBAL PARTNER FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 358 shares; 2025Q1: 358 shares; 2025Q2: 2,495 shares 2,495$64.2K<0.01%+2,137Timeline
IATISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,237 shares; 2024Q4: 1,220 shares; 2025Q1: 1,220 shares; 2025Q2: 1,294 shares 1,294$64.1K<0.01%+74Timeline
RMBSRAMBUS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224 shares; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 1,001 shares 1,001$64.1K<0.01%+783Timeline
NCLHNORWEGIAN CRUISE LINE HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,847 shares; 2024Q4: 8,386 shares; 2025Q1: 8,386 shares; 2025Q2: 3,156 shares 3,156$64K<0.01%-5,230Timeline
IJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,702 shares; 2024Q4: 2,502 shares; 2025Q1: 2,502 shares; 2025Q2: 1,867 shares 1,867$63.9K<0.01%-635Timeline
FAARFIRST TR EXCHANGE TRAD FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,816 shares; 2024Q4: 2,007 shares; 2025Q1: 2,007 shares; 2025Q2: 2,300 shares 2,300$63.8K<0.01%+293Timeline
HMCHONDA MOTOR CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,952 shares; 2024Q4: 1,813 shares; 2025Q1: 1,883 shares; 2025Q2: 2,213 shares 2,213$63.8K<0.01%+330Timeline
AVESAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,188 shares; 2024Q4: 1,209 shares; 2025Q1: 1,209 shares; 2025Q2: 1,189 shares 1,189$63.7K<0.01%-20Timeline
ARKQARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 530 shares; 2024Q4: 841 shares; 2025Q1: 841 shares; 2025Q2: 711 shares 711$63.4K<0.01%-130Timeline
FTQIFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,966 shares; 2024Q4: 2,950 shares; 2025Q1: 2,950 shares; 2025Q2: 3,222 shares 3,222$63K<0.01%+272Timeline
VCYTVERACYTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,424 shares; 2024Q4: 1,909 shares; 2025Q1: 1,909 shares; 2025Q2: 2,322 shares 2,322$62.8K<0.01%+413Timeline
TNLTRAVEL PLUS LEISURE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 994 shares; 2024Q4: 1,113 shares; 2025Q1: 1,113 shares; 2025Q2: 1,216 shares 1,216$62.8K<0.01%+103Timeline
RDDTREDDIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 758 shares; 2025Q1: 758 shares; 2025Q2: 415 shares 415$62.5K<0.01%-343Timeline
TEVATEVA PHARMACEUTICAL INDS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,484 shares; 2024Q4: 3,755 shares; 2025Q1: 3,755 shares; 2025Q2: 3,730 shares 3,730$62.5K<0.01%-25Timeline
BFAMBRIGHT HORIZONS FAM SOL IN DQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 553 shares; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 505 shares 505$62.4K<0.01%+95Timeline
OGEOGE ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322 shares; 2024Q4: 981 shares; 2025Q1: 1,078 shares; 2025Q2: 1,401 shares 1,401$62.2K<0.01%+323Timeline
TOLTOLL BROTHERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 432 shares; 2024Q4: 541 shares; 2025Q1: 541 shares; 2025Q2: 545 shares 545$62.1K<0.01%+4Timeline
FSLRFIRST SOLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 418 shares; 2025Q1: 418 shares; 2025Q2: 374 shares 374$61.9K<0.01%-44Timeline
JMBSJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 485 shares; 2024Q4: 485 shares; 2025Q1: 485 shares; 2025Q2: 1,373 shares 1,373$61.9K<0.01%+888Timeline
COLBCOLUMBIA BKG SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 784 shares; 2024Q4: 2,127 shares; 2025Q1: 2,127 shares; 2025Q2: 2,640 shares 2,640$61.7K<0.01%+513Timeline
FGDLFRANKLIN TEMPLETON HOLDINGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,400 shares 1,400$61.6K<0.01%newTimeline
LFUSLITTELFUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235 shares; 2024Q4: 233 shares; 2025Q1: 233 shares; 2025Q2: 271 shares 271$61.4K<0.01%+38Timeline
TYASIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,425 shares; 2024Q4: 1,425 shares; 2025Q1: 1,425 shares; 2025Q2: 4,537 shares 4,537$61.2K<0.01%+3,112Timeline
SBARSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,324 shares 2,324$60.9K<0.01%newTimeline
AINALBANY INTL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 873 shares; 2024Q4: 942 shares; 2025Q1: 942 shares; 2025Q2: 864 shares 864$60.6K<0.01%-78Timeline
ATRAPTARGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 437 shares; 2025Q1: 437 shares; 2025Q2: 386 shares 386$60.4K<0.01%-51Timeline
KKELLANOVAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,033 shares; 2024Q4: 1,663 shares; 2025Q1: 1,710 shares; 2025Q2: 759 shares 759$60.4K<0.01%-951Timeline
JAVAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 921 shares 921$60.3K<0.01%+546Timeline
QIAGEN N.V.QIAGEN N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,254 shares 1,254$60.3K<0.01%new
PGFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,098 shares; 2024Q4: 5,598 shares; 2025Q1: 5,698 shares; 2025Q2: 4,260 shares 4,260$60.1K<0.01%-1,438Timeline
EEMAISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 708 shares; 2024Q4: 708 shares; 2025Q1: 708 shares; 2025Q2: 727 shares 727$60K<0.01%+19Timeline
IBMPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,320 shares; 2025Q1: 2,458 shares; 2025Q2: 2,357 shares 2,357$59.8K<0.01%-101Timeline
DKLDELEK LOGISTICS PARTNERS LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,390 shares 1,390$59.7K<0.01%newTimeline
QINTAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,022 shares 1,022$59.5K<0.01%newTimeline
EGEVEREST GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,559 shares; 2024Q4: 496 shares; 2025Q1: 496 shares; 2025Q2: 175 shares 175$59.5K<0.01%-321Timeline
WSBCWESBANCO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,476 shares; 2024Q4: 2,079 shares; 2025Q1: 2,079 shares; 2025Q2: 1,878 shares 1,878$59.4K<0.01%-201Timeline
ESMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,473 shares; 2024Q4: 1,441 shares; 2025Q1: 1,441 shares; 2025Q2: 1,437 shares 1,437$59.4K<0.01%-4Timeline
UDIVFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 301 shares; 2025Q1: 301 shares; 2025Q2: 1,226 shares 1,226$59.1K<0.01%+925Timeline
WYNNWYNN RESORTS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 503 shares; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 629 shares 629$58.9K<0.01%+284Timeline
SGUSTAR GROUP LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,005 shares; 2024Q4: 5,005 shares; 2025Q1: 5,005 shares; 2025Q2: 5,005 shares 5,005$58.6K<0.01%0Timeline
ZAUGINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,872 shares; 2024Q4: 1,872 shares; 2025Q1: 1,872 shares; 2025Q2: 2,272 shares 2,272$58.5K<0.01%+400Timeline
RVTROYCE SMALL CAP TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,398 shares; 2024Q4: 3,398 shares; 2025Q1: 3,398 shares; 2025Q2: 3,889 shares 3,889$58.5K<0.01%+491Timeline
WEXWEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 469 shares; 2024Q4: 405 shares; 2025Q1: 405 shares; 2025Q2: 398 shares 398$58.5K<0.01%-7Timeline
SLISTANDARD LITHIUM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,556 shares; 2025Q1: 25,556 shares; 2025Q2: 29,670 shares 29,670$58.2K<0.01%+4,114Timeline
MTZMASTEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 341 shares 341$58.1K<0.01%+206Timeline
UMBFUMB FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 552 shares 552$58K<0.01%+446Timeline
PLNTPLANET FITNESS MASTER ISSUERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,635 shares; 2024Q4: 649 shares; 2025Q1: 649 shares; 2025Q2: 529 shares 529$57.7K<0.01%-120Timeline
VOYAVOYA FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,497 shares; 2024Q4: 1,496 shares; 2025Q1: 1,496 shares; 2025Q2: 811 shares 811$57.6K<0.01%-685Timeline
TRMKTRUSTMARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,087 shares; 2024Q4: 1,107 shares; 2025Q1: 1,107 shares; 2025Q2: 1,574 shares 1,574$57.4K<0.01%+467Timeline
FNVFRANCO NEV CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221 shares; 2024Q4: 863 shares; 2025Q1: 863 shares; 2025Q2: 350 shares 350$57.4K<0.01%-513Timeline
ICLNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,297 shares; 2024Q4: 5,147 shares; 2025Q1: 5,147 shares; 2025Q2: 4,373 shares 4,373$57.3K<0.01%-774Timeline
CVLTCOMMVAULT SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318 shares; 2024Q4: 308 shares; 2025Q1: 308 shares; 2025Q2: 328 shares 328$57.2K<0.01%+20Timeline
CZRCAESARS ENTERTAINMENT INC NEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,358 shares; 2024Q4: 1,223 shares; 2025Q1: 1,223 shares; 2025Q2: 2,007 shares 2,007$57K<0.01%+784Timeline
NUMGNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,718 shares; 2024Q4: 855 shares; 2025Q1: 855 shares; 2025Q2: 1,175 shares 1,175$56.9K<0.01%+320Timeline
XSSPXNUVEEN S&P 500 DYNAMIC OVERWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,200 shares 3,200$56.8K<0.01%newTimeline
HURNHURON CONSULTING GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441 shares; 2024Q4: 422 shares; 2025Q1: 422 shares; 2025Q2: 410 shares 410$56.4K<0.01%-12Timeline
ANFABERCROMBIE & FITCH COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 678 shares 678$56.1K<0.01%+634Timeline
MANHMANHATTAN ASSOCIATES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 567 shares; 2024Q4: 570 shares; 2025Q1: 570 shares; 2025Q2: 284 shares 284$56.1K<0.01%-286Timeline
AJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,617 shares; 2024Q4: 2,134 shares; 2025Q1: 2,134 shares; 2025Q2: 2,074 shares 2,074$56K<0.01%-60Timeline
CRSCARPENTER TECHNOLOGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239 shares; 2024Q4: 239 shares; 2025Q1: 239 shares; 2025Q2: 202 shares 202$55.8K<0.01%-37Timeline
PATHUIPATH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,592 shares; 2024Q4: 1,537 shares; 2025Q1: 1,537 shares; 2025Q2: 4,360 shares 4,360$55.8K<0.01%+2,823Timeline
CNICANADIAN NATL RY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,821 shares; 2024Q4: 1,490 shares; 2025Q1: 1,490 shares; 2025Q2: 530 shares 530$55.1K<0.01%-960Timeline
PAAAPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,069 shares 1,069$55K<0.01%newTimeline
PUKPRUDENTIAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,756 shares; 2024Q4: 1,912 shares; 2025Q1: 1,912 shares; 2025Q2: 2,193 shares 2,193$54.9K<0.01%+281Timeline
KDKYNDRYL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 337 shares; 2024Q4: 283 shares; 2025Q1: 283 shares; 2025Q2: 1,307 shares 1,307$54.8K<0.01%+1,024Timeline
SAICSCIENCE APPLICATIONS INTL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234 shares; 2024Q4: 233 shares; 2025Q1: 233 shares; 2025Q2: 487 shares 487$54.8K<0.01%+254Timeline
UUNITY SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 945 shares; 2024Q4: 1,422 shares; 2025Q1: 1,422 shares; 2025Q2: 2,266 shares 2,266$54.8K<0.01%+844Timeline
DYDYCOM INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 494 shares; 2024Q4: 492 shares; 2025Q1: 492 shares; 2025Q2: 224 shares 224$54.7K<0.01%-268Timeline
AVTAVNET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,162 shares; 2024Q4: 1,373 shares; 2025Q1: 1,373 shares; 2025Q2: 1,027 shares 1,027$54.5K<0.01%-346Timeline
DVADAVITA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311 shares; 2024Q4: 299 shares; 2025Q1: 299 shares; 2025Q2: 383 shares 383$54.5K<0.01%+84Timeline
VCTRVICTORY CAP HLDGS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 446 shares; 2024Q4: 603 shares; 2025Q1: 603 shares; 2025Q2: 855 shares 855$54.4K<0.01%+252Timeline
KBRKBR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,684 shares; 2024Q4: 1,682 shares; 2025Q1: 1,682 shares; 2025Q2: 1,132 shares 1,132$54.3K<0.01%-550Timeline
MFGMIZUHO FINANCIAL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,158 shares; 2024Q4: 7,710 shares; 2025Q1: 7,710 shares; 2025Q2: 9,755 shares 9,755$54.2K<0.01%+2,045Timeline
BMIBADGER METER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 179 shares; 2025Q1: 179 shares; 2025Q2: 221 shares 221$54.1K<0.01%+42Timeline
EBNDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,646 shares; 2024Q4: 4,390 shares; 2025Q1: 4,390 shares; 2025Q2: 2,523 shares 2,523$54K<0.01%-1,867Timeline
FXNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,521 shares; 2024Q4: 3,399 shares; 2025Q1: 3,399 shares; 2025Q2: 3,557 shares 3,557$54K<0.01%+158Timeline
Sandstorm Gold LtdSandstorm Gold LtdQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,711 shares; 2024Q4: 5,711 shares; 2025Q1: 5,711 shares; 2025Q2: 5,711 shares 5,711$53.7K<0.01%0
NFEBINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,064 shares 2,064$53.6K<0.01%newTimeline
RWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,953 shares 1,953$53.5K<0.01%newTimeline
SEESEALED AIR CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,713 shares; 2024Q4: 1,947 shares; 2025Q1: 1,984 shares; 2025Q2: 1,723 shares 1,723$53.5K<0.01%-261Timeline
MINOPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 830 shares; 2024Q4: 926 shares; 2025Q1: 926 shares; 2025Q2: 1,207 shares 1,207$53.4K<0.01%+281Timeline
CAVACAVA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 436 shares; 2025Q1: 436 shares; 2025Q2: 633 shares 633$53.3K<0.01%+197Timeline
FSIGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,932 shares; 2024Q4: 2,932 shares; 2025Q1: 2,932 shares; 2025Q2: 2,788 shares 2,788$53.3K<0.01%-144Timeline
IYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,081 shares; 2024Q4: 5,997 shares; 2025Q1: 5,997 shares; 2025Q2: 622 shares 622$53.2K<0.01%-5,375Timeline
NOVNOV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,794 shares; 2024Q4: 4,943 shares; 2025Q1: 4,943 shares; 2025Q2: 4,279 shares 4,279$53.2K<0.01%-664Timeline
FQALFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 781 shares; 2024Q4: 781 shares; 2025Q1: 781 shares; 2025Q2: 763 shares 763$53.1K<0.01%-18Timeline
TRNOTERRENO RLTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,444 shares; 2024Q4: 1,305 shares; 2025Q1: 1,305 shares; 2025Q2: 947 shares 947$53.1K<0.01%-358Timeline
WELLS FARGO & COWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares 45$52.8K<0.01%0
PDNINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,347 shares; 2024Q4: 1,347 shares; 2025Q1: 1,347 shares; 2025Q2: 1,357 shares 1,357$52.8K<0.01%+10Timeline
BURLBURLINGTON STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 209 shares; 2025Q1: 209 shares; 2025Q2: 227 shares 227$52.8K<0.01%+18Timeline
OCOWENS CORNING NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,007 shares; 2024Q4: 3,351 shares; 2025Q1: 3,351 shares; 2025Q2: 384 shares 384$52.8K<0.01%-2,967Timeline
RYAAYRYANAIR HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 891 shares; 2024Q4: 1,038 shares; 2025Q1: 1,038 shares; 2025Q2: 914 shares 914$52.7K<0.01%-124Timeline
JLLJONES LANG LASALLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 176 shares; 2025Q1: 176 shares; 2025Q2: 206 shares 206$52.7K<0.01%+30Timeline
GLOFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,093 shares 1,093$52.7K<0.01%newTimeline
JFRNUVEEN FLOATING RATE INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,460 shares; 2024Q4: 5,677 shares; 2025Q1: 5,677 shares; 2025Q2: 6,216 shares 6,216$52.7K<0.01%+539Timeline
JGLOJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 815 shares; 2025Q1: 815 shares; 2025Q2: 815 shares 815$52.4K<0.01%0Timeline
IEXIDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238 shares; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 298 shares 298$52.3K<0.01%+80Timeline
COLDAMERICOLD REALTY TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,024 shares; 2024Q4: 2,484 shares; 2025Q1: 2,484 shares; 2025Q2: 3,146 shares 3,146$52.3K<0.01%+662Timeline
ZZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 303 shares; 2025Q1: 303 shares; 2025Q2: 747 shares 747$52.3K<0.01%+444Timeline
SPIPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,746 shares; 2024Q4: 2,677 shares; 2025Q1: 2,677 shares; 2025Q2: 2,004 shares 2,004$52.2K<0.01%-673Timeline
NNNNNN REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,758 shares; 2024Q4: 1,787 shares; 2025Q1: 1,787 shares; 2025Q2: 1,209 shares 1,209$52.2K<0.01%-578Timeline
IYEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,381 shares; 2024Q4: 2,428 shares; 2025Q1: 2,428 shares; 2025Q2: 1,149 shares 1,149$51.9K<0.01%-1,279Timeline
CUTINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,426 shares; 2024Q4: 1,426 shares; 2025Q1: 1,426 shares; 2025Q2: 1,726 shares 1,726$51.9K<0.01%+300Timeline
ARKFARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 743 shares; 2024Q4: 743 shares; 2025Q1: 743 shares; 2025Q2: 1,033 shares 1,033$51.9K<0.01%+290Timeline
ESGEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,437 shares; 2024Q4: 1,399 shares; 2025Q1: 1,399 shares; 2025Q2: 1,323 shares 1,323$51.8K<0.01%-76Timeline
ONEVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419 shares; 2024Q4: 413 shares; 2025Q1: 413 shares; 2025Q2: 401 shares 401$51.8K<0.01%-12Timeline
MAINMAIN STR CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 581 shares; 2024Q4: 581 shares; 2025Q1: 581 shares; 2025Q2: 873 shares 873$51.6K<0.01%+292Timeline
HRBBLOCK H & R INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,766 shares; 2024Q4: 9,104 shares; 2025Q1: 9,104 shares; 2025Q2: 937 shares 937$51.4K<0.01%-8,167Timeline
AKRACADIA RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,150 shares; 2024Q4: 2,364 shares; 2025Q1: 2,564 shares; 2025Q2: 2,760 shares 2,760$51.3K<0.01%+196Timeline
OWLBLUE OWL CAPITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,471 shares; 2024Q4: 1,921 shares; 2025Q1: 1,921 shares; 2025Q2: 2,668 shares 2,668$51.3K<0.01%+747Timeline
DSGXDESCARTES SYS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 624 shares; 2024Q4: 649 shares; 2025Q1: 649 shares; 2025Q2: 504 shares 504$51.2K<0.01%-145Timeline
IQDYFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,432 shares; 2024Q4: 1,432 shares; 2025Q1: 1,432 shares; 2025Q2: 1,581 shares 1,581$51.1K<0.01%+149Timeline
STSENSATA TECHNOLOGIES HLDG PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,579 shares; 2024Q4: 1,229 shares; 2025Q1: 1,229 shares; 2025Q2: 1,687 shares 1,687$50.8K<0.01%+458Timeline
PYLDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,912 shares 1,912$50.7K<0.01%newTimeline
MKTXMARKETAXESS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 261 shares; 2025Q1: 261 shares; 2025Q2: 227 shares 227$50.7K<0.01%-34Timeline
WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,354 shares; 2024Q4: 3,184 shares; 2025Q1: 3,184 shares; 2025Q2: 4,412 shares 4,412$50.6K<0.01%+1,228
PLMRPALOMAR HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 327 shares 327$50.4K<0.01%+288Timeline
PINKSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,823 shares; 2025Q1: 2,823 shares; 2025Q2: 1,677 shares 1,677$50.3K<0.01%-1,146Timeline
PJTPJT PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 199 shares; 2025Q1: 199 shares; 2025Q2: 305 shares 305$50.3K<0.01%+106Timeline
DTHWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 722 shares; 2024Q4: 819 shares; 2025Q1: 1,174 shares; 2025Q2: 1,084 shares 1,084$50.2K<0.01%-90Timeline
PRIPRIMERICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 183 shares 183$50.1K<0.01%+108Timeline
LOCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares 2,100$50K<0.01%0Timeline
STMSTMICROELECTRONICS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,085 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,645 shares 1,645$50K<0.01%+545Timeline
TTEKTETRA TECH INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,464 shares; 2024Q4: 1,444 shares; 2025Q1: 1,444 shares; 2025Q2: 1,391 shares 1,391$50K<0.01%-53Timeline
LJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,025 shares 2,025$49.8K<0.01%newTimeline
IBMOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,943 shares; 2024Q4: 1,943 shares; 2025Q1: 2,034 shares; 2025Q2: 1,943 shares 1,943$49.8K<0.01%-91Timeline
IIPRINNOVATIVE INDL PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 909 shares; 2024Q4: 1,192 shares; 2025Q1: 1,495 shares; 2025Q2: 900 shares 900$49.7K<0.01%-595Timeline
IVVBBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares 1,600$49.6K<0.01%0Timeline
TPSCTIMOTHY PLANQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,772 shares; 2024Q4: 1,764 shares; 2025Q1: 1,764 shares; 2025Q2: 1,281 shares 1,281$49.5K<0.01%-483Timeline
DXPEDXP ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 565 shares 565$49.5K<0.01%newTimeline
WALWESTERN ALLIANCE BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: 679 shares; 2025Q1: 679 shares; 2025Q2: 635 shares 635$49.5K<0.01%-44Timeline
FDECFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 631 shares; 2024Q4: 631 shares; 2025Q1: 631 shares; 2025Q2: 1,060 shares 1,060$49.5K<0.01%+429Timeline
CMCANADIAN IMPERIAL BANK OF COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,452 shares; 2024Q4: 1,109 shares; 2025Q1: 1,109 shares; 2025Q2: 696 shares 696$49.3K<0.01%-413Timeline
FINTADVISORS INNER CIRCLE FD IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,705 shares 1,705$49.2K<0.01%newTimeline
HRHEALTHCARE RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,890 shares; 2024Q4: 2,908 shares; 2025Q1: 2,908 shares; 2025Q2: 3,097 shares 3,097$49.1K<0.01%+189Timeline
VPLSVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,624 shares; 2024Q4: 4,085 shares; 2025Q1: 4,085 shares; 2025Q2: 631 shares 631$49.1K<0.01%-3,454Timeline
MURMURPHY OIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,762 shares; 2024Q4: 3,955 shares; 2025Q1: 3,955 shares; 2025Q2: 2,176 shares 2,176$49K<0.01%-1,779Timeline
AJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares 1,750$48.8K<0.01%0Timeline
EVTCEVERTEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,059 shares; 2024Q4: 1,077 shares; 2025Q1: 1,077 shares; 2025Q2: 1,353 shares 1,353$48.8K<0.01%+276Timeline
INFYINFOSYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,555 shares; 2024Q4: 4,822 shares; 2025Q1: 4,822 shares; 2025Q2: 2,623 shares 2,623$48.6K<0.01%-2,199Timeline
ASOACADEMY SPORTS & OUTDOORS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,862 shares; 2024Q4: 1,362 shares; 2025Q1: 1,362 shares; 2025Q2: 1,083 shares 1,083$48.5K<0.01%-279Timeline
RBARB GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 302 shares; 2025Q1: 302 shares; 2025Q2: 457 shares 457$48.5K<0.01%+155Timeline
INVESCO EXCH TRD SLF IDX FDINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,044 shares; 2024Q4: 1,075 shares; 2025Q1: 1,075 shares; 2025Q2: 2,099 shares 2,099$48.4K<0.01%+1,024
BCBRUNSWICK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 602 shares; 2024Q4: 578 shares; 2025Q1: 578 shares; 2025Q2: 876 shares 876$48.4K<0.01%+298Timeline
KYNKAYNE ANDERSON ENERGY INFRSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,875 shares; 2024Q4: 3,775 shares; 2025Q1: 3,775 shares; 2025Q2: 3,775 shares 3,775$48K<0.01%0Timeline
ZLABZAI LAB LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 290 shares; 2025Q1: 290 shares; 2025Q2: 1,373 shares 1,373$48K<0.01%+1,083Timeline
SCHCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,156 shares; 2024Q4: 1,355 shares; 2025Q1: 1,355 shares; 2025Q2: 1,126 shares 1,126$48K<0.01%-229Timeline
FTREFORTREA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,878 shares; 2024Q4: 9,829 shares; 2025Q1: 9,829 shares; 2025Q2: 9,705 shares 9,705$47.9K<0.01%-124Timeline
GENGEN DIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 579 shares; 2024Q4: 692 shares; 2025Q1: 692 shares; 2025Q2: 1,630 shares 1,630$47.9K<0.01%+938Timeline
ACMAECOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 237 shares; 2025Q1: 237 shares; 2025Q2: 423 shares 423$47.7K<0.01%+186Timeline
ZWSZURN ELKAY WATER SOLNS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,258 shares; 2024Q4: 1,094 shares; 2025Q1: 1,094 shares; 2025Q2: 1,304 shares 1,304$47.7K<0.01%+210Timeline
YOUCLEAR SECURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 247 shares; 2025Q1: 247 shares; 2025Q2: 1,717 shares 1,717$47.7K<0.01%+1,470Timeline
FDHYFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 915 shares; 2024Q4: 924 shares; 2025Q1: 924 shares; 2025Q2: 975 shares 975$47.6K<0.01%+51Timeline
TYGTORTOISE ENERGY INFRSTRCTR CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,085 shares; 2025Q1: 1,085 shares; 2025Q2: 1,085 shares 1,085$47.6K<0.01%0Timeline
FOPCADVISORS INNER CIRCLE FD IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,868 shares 1,868$47.6K<0.01%newTimeline
ITTITT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245 shares; 2024Q4: 192 shares; 2025Q1: 192 shares; 2025Q2: 303 shares 303$47.5K<0.01%+111Timeline
ARKXARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 556 shares; 2024Q4: 1,307 shares; 2025Q1: 1,307 shares; 2025Q2: 1,963 shares 1,963$47.4K<0.01%+656Timeline
EQNREQUINOR ASAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,110 shares; 2024Q4: 1,108 shares; 2025Q1: 1,108 shares; 2025Q2: 1,883 shares 1,883$47.3K<0.01%+775Timeline
FRPTFRESHPET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 576 shares; 2025Q1: 576 shares; 2025Q2: 696 shares 696$47.3K<0.01%+120Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,249 shares; 2024Q4: 2,166 shares; 2025Q1: 2,166 shares; 2025Q2: 2,032 shares 2,032$47.2K<0.01%-134Timeline
ACTENACT HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,102 shares; 2024Q4: 1,216 shares; 2025Q1: 1,216 shares; 2025Q2: 1,270 shares 1,270$47.2K<0.01%+54Timeline
NOVMFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares 1,500$47.2K<0.01%0Timeline
UDRUDR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 910 shares; 2024Q4: 1,066 shares; 2025Q1: 1,066 shares; 2025Q2: 1,155 shares 1,155$47.2K<0.01%+89Timeline
KBHKB HOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411 shares; 2024Q4: 590 shares; 2025Q1: 590 shares; 2025Q2: 890 shares 890$47.1K<0.01%+300Timeline
BCCBOISE CASCADE CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328 shares; 2024Q4: 473 shares; 2025Q1: 473 shares; 2025Q2: 543 shares 543$47.1K<0.01%+70Timeline
TBUXT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 945 shares 945$47K<0.01%+195Timeline
OVVOVINTIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 709 shares; 2024Q4: 748 shares; 2025Q1: 748 shares; 2025Q2: 1,233 shares 1,233$46.9K<0.01%+485Timeline
ISDPGIM HIGH YIELD BOND FUND INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,268 shares; 2024Q4: 3,162 shares; 2025Q1: 3,162 shares; 2025Q2: 3,308 shares 3,308$46.9K<0.01%+146Timeline
RHIROBERT HALF INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,263 shares; 2024Q4: 1,377 shares; 2025Q1: 1,377 shares; 2025Q2: 1,140 shares 1,140$46.8K<0.01%-237Timeline
EXPOEXPONENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 784 shares; 2024Q4: 733 shares; 2025Q1: 733 shares; 2025Q2: 625 shares 625$46.7K<0.01%-108Timeline
KFEBINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,866 shares 1,866$46.5K<0.01%newTimeline
VTWOVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229 shares; 2024Q4: 329 shares; 2025Q1: 329 shares; 2025Q2: 532 shares 532$46.4K<0.01%+203Timeline
WWWWOLVERINE WORLD WIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,839 shares; 2024Q4: 3,155 shares; 2025Q1: 3,155 shares; 2025Q2: 2,559 shares 2,559$46.3K<0.01%-596Timeline
DTMDT MIDSTREAM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331 shares; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 420 shares 420$46.2K<0.01%+40Timeline
ALABASTERA LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 412 shares; 2025Q1: 412 shares; 2025Q2: 510 shares 510$46.1K<0.01%+98Timeline
GMABGENMAB A/SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,614 shares; 2024Q4: 2,667 shares; 2025Q1: 2,667 shares; 2025Q2: 2,231 shares 2,231$46.1K<0.01%-436Timeline
VNLAJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,472 shares; 2024Q4: 1,077 shares; 2025Q1: 1,077 shares; 2025Q2: 935 shares 935$46K<0.01%-142Timeline
PEXPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,174 shares; 2024Q4: 1,185 shares; 2025Q1: 1,429 shares; 2025Q2: 1,647 shares 1,647$45.9K<0.01%+218Timeline
MARAMARA HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 758 shares; 2024Q4: 515 shares; 2025Q1: 515 shares; 2025Q2: 2,923 shares 2,923$45.8K<0.01%+2,408Timeline
FPXEFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,467 shares; 2024Q4: 1,467 shares; 2025Q1: 1,467 shares; 2025Q2: 1,467 shares 1,467$45.8K<0.01%0Timeline
LCTUBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 711 shares; 2024Q4: 679 shares; 2025Q1: 679 shares; 2025Q2: 679 shares 679$45.7K<0.01%0Timeline
BKHYBNY MELLON ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 842 shares; 2024Q4: 944 shares; 2025Q1: 944 shares; 2025Q2: 944 shares 944$45.6K<0.01%0Timeline
KMLMKRANESHARES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,401 shares; 2025Q1: 4,401 shares; 2025Q2: 1,727 shares 1,727$45.5K<0.01%-2,674Timeline
ACWIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 353 shares 353$45.4K<0.01%+320Timeline
WPMWHEATON PRECIOUS METALS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 254 shares; 2025Q1: 254 shares; 2025Q2: 505 shares 505$45.3K<0.01%+251Timeline
PHGKONINKLIJKE PHILIPS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,783 shares; 2024Q4: 1,645 shares; 2025Q1: 1,645 shares; 2025Q2: 1,891 shares 1,891$45.3K<0.01%+246Timeline
EXPEAGLE MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,657 shares; 2024Q4: 1,251 shares; 2025Q1: 1,251 shares; 2025Q2: 224 shares 224$45.3K<0.01%-1,027Timeline
HERDPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,132 shares 1,132$45.1K<0.01%+132Timeline
ONEYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372 shares; 2024Q4: 372 shares; 2025Q1: 372 shares; 2025Q2: 413 shares 413$44.7K<0.01%+41Timeline
ZETAZETA GLOBAL HOLDINGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 226 shares; 2025Q1: 226 shares; 2025Q2: 2,875 shares 2,875$44.5K<0.01%+2,649Timeline
BRCBRADY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 655 shares; 2025Q1: 655 shares; 2025Q2: 655 shares 655$44.5K<0.01%0Timeline
BUGGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270 shares; 2024Q4: 607 shares; 2025Q1: 907 shares; 2025Q2: 1,198 shares 1,198$44.4K<0.01%+291Timeline
PLXSPLEXUS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 328 shares 328$44.4K<0.01%+284Timeline
BROSDUTCH BROS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280 shares; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 647 shares 647$44.2K<0.01%+367Timeline
AOSSMITH A O CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 446 shares; 2024Q4: 389 shares; 2025Q1: 389 shares; 2025Q2: 673 shares 673$44.1K<0.01%+284Timeline
CWANCLEARWATER ANALYTICS HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 211 shares; 2025Q1: 211 shares; 2025Q2: 2,006 shares 2,006$44K<0.01%+1,795Timeline
CYRXCRYOPORT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,797 shares; 2024Q4: 2,797 shares; 2025Q1: 2,797 shares; 2025Q2: 5,891 shares 5,891$43.9K<0.01%+3,094Timeline
AVTRAVANTOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,073 shares; 2024Q4: 1,411 shares; 2025Q1: 1,411 shares; 2025Q2: 3,261 shares 3,261$43.9K<0.01%+1,850Timeline
MOSMOSAIC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411 shares; 2024Q4: 591 shares; 2025Q1: 591 shares; 2025Q2: 1,201 shares 1,201$43.8K<0.01%+610Timeline
FTXLFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 346 shares; 2025Q1: 346 shares; 2025Q2: 456 shares 456$43.8K<0.01%+110Timeline
CZAINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410 shares; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 410 shares 410$43.7K<0.01%0Timeline
ARIAPOLLO COML REAL ESTATE FINQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,590 shares; 2024Q4: 2,674 shares; 2025Q1: 2,674 shares; 2025Q2: 4,506 shares 4,506$43.6K<0.01%+1,832Timeline
SOUNSOUNDHOUND AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 3,373 shares; 2025Q1: 3,373 shares; 2025Q2: 4,063 shares 4,063$43.6K<0.01%+690Timeline
FGSMADVISORS INNER CIRCLE FD IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,611 shares 1,611$43.5K<0.01%newTimeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 886 shares; 2024Q4: 798 shares; 2025Q1: 798 shares; 2025Q2: 3,167 shares 3,167$43.5K<0.01%+2,369Timeline
AXSAXIS CAP HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379 shares; 2024Q4: 417 shares; 2025Q1: 417 shares; 2025Q2: 418 shares 418$43.4K<0.01%+1Timeline
TMFCRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 320 shares; 2025Q1: 320 shares; 2025Q2: 670 shares 670$43.2K<0.01%+350Timeline
MTSIMACOM TECH SOLUTIONS HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122 shares; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 301 shares 301$43.1K<0.01%+175Timeline
CFRCULLEN FROST BANKERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 206 shares; 2025Q1: 206 shares; 2025Q2: 333 shares 333$42.8K<0.01%+127Timeline
BIPBROOKFIELD INFRASTRUCTURE PAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,129 shares; 2024Q4: 2,004 shares; 2025Q1: 2,045 shares; 2025Q2: 1,263 shares 1,263$42.3K<0.01%-782Timeline
MOHMOLINA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 142 shares 142$42.3K<0.01%+67Timeline
IHGINTERCONTINENTAL HOTELS GROUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,095 shares; 2024Q4: 5,466 shares; 2025Q1: 5,466 shares; 2025Q2: 366 shares 366$42.2K<0.01%-5,100Timeline
DLSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 677 shares; 2024Q4: 677 shares; 2025Q1: 677 shares; 2025Q2: 562 shares 562$42.2K<0.01%-115Timeline
GAUGFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,140 shares; 2024Q4: 1,140 shares; 2025Q1: 1,140 shares; 2025Q2: 1,140 shares 1,140$42.2K<0.01%0Timeline
TFSLTFS FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 3,250 shares 3,250$42.1K<0.01%+3,214Timeline
APLEAPPLE HOSPITALITY REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,119 shares; 2024Q4: 1,473 shares; 2025Q1: 1,473 shares; 2025Q2: 3,600 shares 3,600$42K<0.01%+2,127Timeline
ICOWPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,255 shares; 2024Q4: 2,230 shares; 2025Q1: 2,230 shares; 2025Q2: 1,230 shares 1,230$41.9K<0.01%-1,000Timeline
JPUSJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352 shares; 2024Q4: 352 shares; 2025Q1: 352 shares; 2025Q2: 352 shares 352$41.6K<0.01%0Timeline
CPKCHESAPEAKE UTILS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327 shares; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 346 shares 346$41.6K<0.01%+6Timeline
TOKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 554 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 330 shares 330$41.6K<0.01%0Timeline
CRUSCIRRUS LOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219 shares; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 398 shares 398$41.5K<0.01%+183Timeline
XVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 757 shares; 2024Q4: 757 shares; 2025Q1: 757 shares; 2025Q2: 863 shares 863$41.2K<0.01%+106Timeline
NNINELNET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: 233 shares; 2025Q1: 233 shares; 2025Q2: 338 shares 338$40.9K<0.01%+105Timeline
CARGCARGURUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 513 shares; 2024Q4: 937 shares; 2025Q1: 937 shares; 2025Q2: 1,220 shares 1,220$40.8K<0.01%+283Timeline
CPRXCATALYST PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 853 shares; 2025Q1: 853 shares; 2025Q2: 1,877 shares 1,877$40.7K<0.01%+1,024Timeline
DHSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 412 shares; 2024Q4: 412 shares; 2025Q1: 412 shares; 2025Q2: 424 shares 424$40.7K<0.01%+12Timeline
EPIWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,688 shares; 2024Q4: 11,327 shares; 2025Q1: 11,327 shares; 2025Q2: 851 shares 851$40.4K<0.01%-10,476Timeline
RPVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 485 shares; 2024Q4: 485 shares; 2025Q1: 485 shares; 2025Q2: 431 shares 431$40.4K<0.01%-54Timeline
SYBTSTOCK YDS BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 485 shares; 2025Q1: 485 shares; 2025Q2: 511 shares 511$40.4K<0.01%+26Timeline
MTARCELORMITTAL SA LUXEMBOURGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 683 shares; 2024Q4: 863 shares; 2025Q1: 863 shares; 2025Q2: 1,275 shares 1,275$40.3K<0.01%+412Timeline
SKYWSKYWEST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 389 shares 389$40.1K<0.01%+263Timeline
JPEFJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 571 shares; 2024Q4: 571 shares; 2025Q1: 571 shares; 2025Q2: 571 shares 571$40K<0.01%0Timeline
GPORGULFPORT ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 199 shares 199$40K<0.01%+89Timeline
EXLSEXLSERVICE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 492 shares; 2024Q4: 511 shares; 2025Q1: 511 shares; 2025Q2: 912 shares 912$39.9K<0.01%+401Timeline
CHECHEMED CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 82 shares 82$39.9K<0.01%+9Timeline
PBAPEMBINA PIPELINE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 917 shares; 2025Q1: 917 shares; 2025Q2: 1,062 shares 1,062$39.8K<0.01%+145Timeline
CUZCOUSINS PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,127 shares; 2024Q4: 1,174 shares; 2025Q1: 1,174 shares; 2025Q2: 1,326 shares 1,326$39.8K<0.01%+152Timeline
SITESITEONE LANDSCAPE SUPPLY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 246 shares; 2025Q1: 246 shares; 2025Q2: 328 shares 328$39.7K<0.01%+82Timeline
INNOVATOR ETFS TRUST PREM I…INNOVATOR ETFS TRUST PREM INC 10 …Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,596 shares; 2025Q1: 1,596 shares; 2025Q2: 1,596 shares 1,596$39.6K<0.01%0
VFLABRDN NATL MUN INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,597 shares; 2024Q4: 5,097 shares; 2025Q1: 5,097 shares; 2025Q2: 4,097 shares 4,097$39.6K<0.01%-1,000Timeline
ANAUTONATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 204 shares; 2025Q1: 204 shares; 2025Q2: 199 shares 199$39.5K<0.01%-5Timeline
INCMFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,275 shares; 2024Q4: 5,340 shares; 2025Q1: 5,340 shares; 2025Q2: 1,455 shares 1,455$39.4K<0.01%-3,885Timeline
ELANELANCO ANIMAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,544 shares; 2024Q4: 1,242 shares; 2025Q1: 1,242 shares; 2025Q2: 2,748 shares 2,748$39.2K<0.01%+1,506Timeline
FVALFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,033 shares; 2024Q4: 2,751 shares; 2025Q1: 2,751 shares; 2025Q2: 613 shares 613$39.2K<0.01%-2,138Timeline
JOBYJOBY AVIATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 3,710 shares 3,710$39.1K<0.01%+1,510Timeline
XFEBFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 1,150 shares 1,150$39K<0.01%+500Timeline
ALLYALLY FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 555 shares; 2024Q4: 1,051 shares; 2025Q1: 1,051 shares; 2025Q2: 1,000 shares 1,000$39K<0.01%-51Timeline
KTKT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,186 shares; 2024Q4: 3,730 shares; 2025Q1: 3,730 shares; 2025Q2: 1,874 shares 1,874$38.9K<0.01%-1,856Timeline

Sold out in Q2 2025

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

The largest 100 of 278. All 278

SecurityShares beforeValue beforeType
DISCOVER FINL SVCSDISCOVER FINL SVCS10,349$1.79Mshares
SVOLSIMPLIFY EXCHANGE TRADED FUN71,342$1.48Mshares
IBUYAMPLIFY ETF TR4,954$320Kshares
ADXADAMS DIVERSIFIED EQUITY FD15,723$318Kshares
LSGRNATIXIS ETF TRUST II5,222$203Kshares
UTWORBB FD INC3,416$164Kshares
IJUNINNOVATOR ETFS TRUST6,456$159Kshares
CARSCARS COM INC8,786$152Kshares
UFIVRBB FD INC3,030$145Kshares
BEACON ROOFING SUPPLY INCBEACON ROOFING SUPPLY INC1,381$140Kshares
ROCKET LAB USA INCROCKET LAB USA INC5,356$136Kshares
MCHMATTHEWS ASIA FDS5,670$125Kshares
MANAGED PORTFOLIO SERIESMANAGED PORTFOLIO SERIES3,463$118Kshares
AGFIRST MAJESTIC SILVER CORP21,500$118Kshares
ASPEN TECHNOLOGY INCASPEN TECHNOLOGY INC456$114Kshares
SUMMIT MATERIALS INC CLASS ASUMMIT MATERIALS INC CLASS A1,922$97.3Kshares
QCLNFIRST TR EXCHANGE-TRADED FD2,526$85.7Kshares
BARRICK GOLD CORPBARRICK GOLD CORP4,848$75.1Kshares
QYLGGLOBAL X FDS2,639$74.1Kshares
DUN & BRADSTREET HLDGS INCDUN & BRADSTREET HLDGS INC5,210$64.9Kshares
XYLGGLOBAL X FDS2,327$64.9Kshares
CABOCABLE ONE INC178$64.5Kshares
FMAGFIDELITY COVINGTON TRUST2,000$61.9Kshares
FIDELITY COVINGTON TRUSTFIDELITY COVINGTON TRUST2,000$53.6Kshares
OILKPROSHARES TR1,146$50.6Kshares
HEARTLAND FINL USA INCHEARTLAND FINL USA INC787$48.2Kshares
SILVERCREST METALS INCSILVERCREST METALS INC5,000$45.5Kshares
HUTHUT 8 CORP2,200$45.1Kshares
DFNMDIMENSIONAL ETF TRUST831$39.7Kshares
ALTAIR ENGINEERING INCALTAIR ENGINEERING INC333$36.3Kshares
RAVIFLEXSHARES TR450$33.8Kshares
QIAGEN NVQIAGEN NV746$33.2Kshares
PSNPARSONS CORP DEL358$33Kshares
INNOVATOR ETFS TRUSTINNOVATOR ETFS TRUST1,336$33Kshares
SUREADVISORSHARES TR281$32.7Kshares
NVGNUVEEN AMT FREE MUN CR INC F2,577$31.6Kshares
APOCINNOVATOR ETFS TRUST1,175$29.9Kshares
EXIISHARES TR202$28.5Kshares
BSSXINVESCO EXCH TRD SLF IDX FD1,082$27.9Kshares
AGGMISHARES TR272$27.8Kshares
CLSETRUST FOR PROFESSIONAL MANAG1,167$26.7Kshares
NANRSPDR INDEX SHS FDS517$26.4Kshares
VISTVISTA ENERGY S.A.B. DE C.V.488$26.4Kshares
JANJINNOVATOR ETFS TRUST1,040$25.6Kshares
ICLOINVESCO ACTIVELY MANAGED EXC1,000$25.6Kshares
HLHECLA MINING COMPANY5,054$24.8Kshares
HDEFDBX ETF TR1,021$24.8Kshares
CIMCHIMERA INVT CORP1,711$24Kshares
DJANFIRST TR EXCHNG TRADED FD VI600$23.4Kshares
PSMDPACER FDS TR800$23.3Kshares
AUANGLOGOLD ASHANTI PLC1,000$23.1Kshares
XAWFXALLIANCEBERNSTEIN GLOBAL HIG2,000$21.5Kshares
IPACISHARES TR350$21.4Kshares
PSIXPOWER SOLUTIONS INTL INC705$21Kshares
TSEMTOWER SEMICONDUCTOR LTD400$20.6Kshares
PSFFPACER FDS TR650$19Kshares
TDSTELEPHONE & DATA SYS INC555$18.9Kshares
EEFTEURONET WORLDWIDE INC183$18.8Kshares
NUVNUVEEN MUN VALUE FD INC2,187$18.8Kshares
INTRA-CELLULAR THERAPIES INCINTRA-CELLULAR THERAPIES INC212$17.7Kshares
BARNES GROUP INCBARNES GROUP INC369$17.4Kshares
PWPPERELLA WEINBERG PARTNERS724$17.3Kshares
MBSDFLEXSHARES TR850$17.2Kshares
XGDVXGABELLI DIVID & INCOME TR700$16.9Kshares
PSCXPACER FDS TR600$16.6Kshares
CLFDCLEARFIELD INC500$15.5Kshares
MOOVANECK ETF TRUST230$14.8Kshares
JANHINNOVATOR ETFS TRUST594$14.6Kshares
JMOMJ P MORGAN EXCHANGE TRADED F236$13.8Kshares
ARCADIUM LITHIUM PLCARCADIUM LITHIUM PLC2,498$12.8Kshares
VACMARRIOTT VACATIONS WORLDWIDE136$12.2Kshares
FDIQINVESCO EXCH TRADED FD TR II200$12Kshares
PJPINVESCO EXCHANGE TRADED FD T140$11.6Kshares
CSQCALAMOS STRATEGIC TOTAL RETU643$11.4Kshares
BABINVESCO EXCH TRADED FD TR II435$11.4Kshares
PSMRPACER FDS TR400$11.2Kshares
GCTGIGACLOUD TECHNOLOGY INC600$11.1Kshares
HNDLSTRATEGY SHS500$10.7Kshares
PROSPECT CAP CORPPROSPECT CAP CORP10,000$9.9Kprincipal
FLMXFRANKLIN TEMPLETON ETF TR428$9.85Kshares
NORDSTROM INCNORDSTROM INC407$9.83Kshares
CHTCHUNGHWA TELECOM CO LTD255$9.6Kshares
FOLDAMICUS THERAPEUTIC958$9.02Kshares
ISRAVANECK ETF TRUST200$8.71Kshares
PLYMPLYMOUTH INDUSTRIAL REIT INC487$8.67Kshares
IYZISHARES TR317$8.51Kshares
KRPKIMBELL RTY PARTNERS LP500$8.12Kshares
CMFISHARES TR138$7.91Kshares
CMCOCOLUMBUS MCKINNON CORP N Y209$7.78Kshares
HYZDWISDOMTREE TR347$7.72Kshares
WGSGENEDX HOLDINGS CORP100$7.69Kshares
UNITED STATES STL CORP NEWUNITED STATES STL CORP NEW224$7.61Kshares
DAUGFIRST TR EXCHNG TRADED FD VI190$7.54Kshares
BRF SABRF SA1,846$7.51Kshares
DTDWISDOMTREE TR97$7.36Kshares
PATTERSON COS INCPATTERSON COS INC228$7.04Kshares
KARSKRANESHARES TRUST330$6.91Kshares
DACDANAOS CORPORATION85$6.81Kshares
BUFTFIRST TR EXCHNG TRADED FD VI300$6.73Kshares
CLSKCLEANSPARK INC715$6.58Kshares

How Q2 2025 was built

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

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000012600-25-000009 base2025-08-11acceptance time not in the bulk data set