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PRINCIPAL SECURITIES, INC.

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13F filer, CIK 12600, DES MOINES, IA

PRINCIPAL SECURITIES, INC. reported $6,071,519,802 across 3,731 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-12. Its ten largest share positions make up 21.64% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000012600-25-000011

Period
2025-09-30
Reported value
$6.07B
Holdings
3,731
Top 10 weight
21.64%
New
208
Sold out
156

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IVVadded+59,698$40M
BCHPadded+767,985$28.9M
USMCadded+373,083$25.4M
IWYadded+91,444$25M
PIEQadded+766,245$24.3M

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
SPMOreduced-294,023-$35.6M
MTUMreduced-58,246-$14.9M
EWYreduced-135,903-$10.9M
VOXreduced-52,715-$9.9M
SPYMreduced-66,437-$5.2M

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, Q3 2025

Share positions as resolved from 13F-HR 0000012600-25-000011, largest first. % of portfolio is the value over $6,071,519,802, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MSMMSC INDL DIRECT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,148 shares; 2024Q4: 798 shares; 2025Q1: 798 shares; 2025Q2: 1,123 shares; 2025Q3: 1,327 shares 1,327$122K<0.01%+204Timeline
GNLGLOBAL NET LEASE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,011 shares; 2024Q4: 9,802 shares; 2025Q1: 9,802 shares; 2025Q2: 9,691 shares; 2025Q3: 15,014 shares 15,014$122K<0.01%+5,323Timeline
CUSHMAN & WAKEFIELD UK HOLDCCUSHMAN & WAKEFIELD UK HOLDCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103 shares; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 26 shares; 2025Q3: 7,659 shares 7,659$122K<0.01%+7,633
CPNSCALAMOS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,517 shares 4,517$122K<0.01%newTimeline
CPSTCALAMOS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,553 shares 4,553$122K<0.01%newTimeline
UUNITY SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 945 shares; 2024Q4: 1,422 shares; 2025Q1: 1,422 shares; 2025Q2: 2,266 shares; 2025Q3: 3,035 shares 3,035$122K<0.01%+769Timeline
NXTNEXTPOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 980 shares; 2024Q4: 1,390 shares; 2025Q1: 1,390 shares; 2025Q2: 1,346 shares; 2025Q3: 1,642 shares 1,642$121K<0.01%+296Timeline
WYWEYERHAEUSER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,372 shares; 2024Q4: 7,151 shares; 2025Q1: 7,151 shares; 2025Q2: 16,428 shares; 2025Q3: 4,884 shares 4,884$121K<0.01%-11,544Timeline
FNDCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,242 shares; 2024Q4: 7,161 shares; 2025Q1: 7,161 shares; 2025Q2: 2,531 shares; 2025Q3: 2,720 shares 2,720$121K<0.01%+189Timeline
IBHHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 871 shares; 2024Q4: 871 shares; 2025Q1: 871 shares; 2025Q2: 4,979 shares; 2025Q3: 5,074 shares 5,074$121K<0.01%+95Timeline
FTSDFRANKLIN ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 480 shares; 2024Q4: 419 shares; 2025Q1: 419 shares; 2025Q2: 868 shares; 2025Q3: 1,328 shares 1,328$121K<0.01%+460Timeline
BMARINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,682 shares; 2024Q4: 1,682 shares; 2025Q1: 1,682 shares; 2025Q2: 2,003 shares; 2025Q3: 2,341 shares 2,341$121K<0.01%+338Timeline
SNNSMITH & NEPHEW PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 789 shares; 2024Q4: 1,480 shares; 2025Q1: 1,480 shares; 2025Q2: 3,068 shares; 2025Q3: 3,320 shares 3,320$120K<0.01%+252Timeline
CROXCROCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,906 shares; 2024Q4: 3,136 shares; 2025Q1: 3,231 shares; 2025Q2: 1,532 shares; 2025Q3: 1,441 shares 1,441$120K<0.01%-91Timeline
BUDANHEUSER BUSCH INBEV SA NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,893 shares; 2024Q4: 3,519 shares; 2025Q1: 3,519 shares; 2025Q2: 2,764 shares; 2025Q3: 2,016 shares 2,016$120K<0.01%-748Timeline
WWJDNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,476 shares; 2024Q4: 3,606 shares; 2025Q1: 3,606 shares; 2025Q2: 3,001 shares; 2025Q3: 3,406 shares 3,406$120K<0.01%+405Timeline
SPHDINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,373 shares; 2024Q4: 2,385 shares; 2025Q1: 2,385 shares; 2025Q2: 2,583 shares; 2025Q3: 2,428 shares 2,428$120K<0.01%-155Timeline
ALCALCON AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,646 shares; 2024Q4: 1,378 shares; 2025Q1: 1,378 shares; 2025Q2: 795 shares; 2025Q3: 1,602 shares 1,602$119K<0.01%+807Timeline
VUSBVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,408 shares; 2024Q4: 2,408 shares; 2025Q1: 2,408 shares; 2025Q2: 2,374 shares; 2025Q3: 2,374 shares 2,374$119K<0.01%0Timeline
FAPRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,471 shares; 2024Q4: 2,471 shares; 2025Q1: 2,471 shares; 2025Q2: 2,721 shares; 2025Q3: 2,721 shares 2,721$118K<0.01%0Timeline
NDSNNORDSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 519 shares; 2025Q1: 519 shares; 2025Q2: 527 shares; 2025Q3: 519 shares 519$118K<0.01%-8Timeline
MTBM & T BK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278 shares; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 562 shares; 2025Q3: 591 shares 591$117K<0.01%+29Timeline
YieldMax MSTR Option Income…YieldMax MSTR Option Income Strat…Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 129 shares; 2025Q1: 129 shares; 2025Q2: 6,499 shares; 2025Q3: 8,362 shares 8,362$117K<0.01%+1,863
BXPBXP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,419 shares; 2024Q4: 5,967 shares; 2025Q1: 5,967 shares; 2025Q2: 10,284 shares; 2025Q3: 1,569 shares 1,569$117K<0.01%-8,715Timeline
STAGSTAG INDUSTRIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,467 shares; 2024Q4: 2,977 shares; 2025Q1: 2,977 shares; 2025Q2: 3,192 shares; 2025Q3: 3,291 shares 3,291$116K<0.01%+99Timeline
NTRNUTRIEN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391 shares; 2024Q4: 931 shares; 2025Q1: 931 shares; 2025Q2: 1,600 shares; 2025Q3: 1,974 shares 1,974$116K<0.01%+374Timeline
ASEAGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,476 shares; 2024Q4: 6,253 shares; 2025Q1: 6,253 shares; 2025Q2: 6,772 shares; 2025Q3: 6,772 shares 6,772$116K<0.01%0Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,062 shares; 2024Q4: 1,062 shares; 2025Q1: 1,062 shares; 2025Q2: 1,089 shares; 2025Q3: 1,062 shares 1,062$115K<0.01%-27Timeline
EQTEQT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,812 shares; 2024Q4: 1,582 shares; 2025Q1: 1,582 shares; 2025Q2: 2,225 shares; 2025Q3: 2,115 shares 2,115$115K<0.01%-110Timeline
BDCBELDEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,097 shares; 2024Q4: 1,202 shares; 2025Q1: 1,202 shares; 2025Q2: 983 shares; 2025Q3: 957 shares 957$115K<0.01%-26Timeline
GJANFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,005 shares; 2024Q4: 1,560 shares; 2025Q1: 1,560 shares; 2025Q2: 2,760 shares; 2025Q3: 2,760 shares 2,760$115K<0.01%0Timeline
EGPEASTGROUP PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 454 shares; 2024Q4: 538 shares; 2025Q1: 538 shares; 2025Q2: 538 shares; 2025Q3: 679 shares 679$115K<0.01%+141Timeline
IVLUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 3,140 shares; 2025Q3: 3,232 shares 3,232$115K<0.01%+92Timeline
INQQEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,341 shares 7,341$115K<0.01%newTimeline
IYRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,468 shares; 2024Q4: 2,465 shares; 2025Q1: 2,547 shares; 2025Q2: 1,150 shares; 2025Q3: 1,171 shares 1,171$114K<0.01%+21Timeline
BUGGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270 shares; 2024Q4: 607 shares; 2025Q1: 907 shares; 2025Q2: 1,198 shares; 2025Q3: 3,224 shares 3,224$113K<0.01%+2,026Timeline
USFDUS FOODS HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,247 shares; 2024Q4: 1,520 shares; 2025Q1: 1,520 shares; 2025Q2: 1,503 shares; 2025Q3: 1,479 shares 1,479$113K<0.01%-24Timeline
NWSANEWS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,813 shares; 2024Q4: 3,334 shares; 2025Q1: 3,334 shares; 2025Q2: 4,182 shares; 2025Q3: 3,689 shares 3,689$113K<0.01%-493Timeline
CAGCONAGRA BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,543 shares; 2024Q4: 3,275 shares; 2025Q1: 3,275 shares; 2025Q2: 5,899 shares; 2025Q3: 6,186 shares 6,186$113K<0.01%+287Timeline
CNCCENTENE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,090 shares; 2024Q4: 2,640 shares; 2025Q1: 2,640 shares; 2025Q2: 3,842 shares; 2025Q3: 3,169 shares 3,169$113K<0.01%-673Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,175 shares; 2024Q4: 2,286 shares; 2025Q1: 2,286 shares; 2025Q2: 2,286 shares; 2025Q3: 2,346 shares 2,346$113K<0.01%+60Timeline
BWABORGWARNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,219 shares; 2024Q4: 1,939 shares; 2025Q1: 1,939 shares; 2025Q2: 2,313 shares; 2025Q3: 2,571 shares 2,571$113K<0.01%+258Timeline
PYLDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,912 shares; 2025Q3: 4,195 shares 4,195$113K<0.01%+2,283Timeline
CORTCORCEPT THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 760 shares; 2024Q4: 1,243 shares; 2025Q1: 1,243 shares; 2025Q2: 1,932 shares; 2025Q3: 1,354 shares 1,354$113K<0.01%-578Timeline
JBBBJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,220 shares; 2024Q4: 2,351 shares; 2025Q1: 2,351 shares; 2025Q2: 2,023 shares; 2025Q3: 2,326 shares 2,326$112K<0.01%+303Timeline
KRCKILROY REALTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 727 shares; 2024Q4: 795 shares; 2025Q1: 795 shares; 2025Q2: 2,568 shares; 2025Q3: 2,648 shares 2,648$112K<0.01%+80Timeline
CHDCHURCH & DWIGHT CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,506 shares; 2024Q4: 1,477 shares; 2025Q1: 1,477 shares; 2025Q2: 1,421 shares; 2025Q3: 1,272 shares 1,272$111K<0.01%-149Timeline
SPLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,293 shares; 2024Q4: 61,059 shares; 2025Q1: 61,059 shares; 2025Q2: 1,526 shares; 2025Q3: 1,517 shares 1,517$111K<0.01%-9Timeline
AKAMAKAMAI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 720 shares; 2024Q4: 894 shares; 2025Q1: 894 shares; 2025Q2: 1,170 shares; 2025Q3: 1,466 shares 1,466$111K<0.01%+296Timeline
PNFPPINNACLE FINANCIAL PARTNERSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 717 shares; 2024Q4: 808 shares; 2025Q1: 808 shares; 2025Q2: 687 shares; 2025Q3: 1,183 shares 1,183$111K<0.01%+496Timeline
CGCARLYLE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 908 shares; 2024Q4: 1,403 shares; 2025Q1: 1,403 shares; 2025Q2: 1,687 shares; 2025Q3: 1,758 shares 1,758$110K<0.01%+71Timeline
GGGGRACO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 817 shares; 2024Q4: 1,007 shares; 2025Q1: 1,007 shares; 2025Q2: 1,286 shares; 2025Q3: 1,297 shares 1,297$110K<0.01%+11Timeline
BHCBAUSCH HEALTH COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,756 shares; 2024Q4: 19,220 shares; 2025Q1: 19,220 shares; 2025Q2: 18,403 shares; 2025Q3: 17,030 shares 17,030$110K<0.01%-1,373Timeline
ALKALASKA AIR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,111 shares; 2024Q4: 1,125 shares; 2025Q1: 1,125 shares; 2025Q2: 2,376 shares; 2025Q3: 2,204 shares 2,204$110K<0.01%-172Timeline
SCHQSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,757 shares; 2024Q4: 182,593 shares; 2025Q1: 182,593 shares; 2025Q2: 2,967 shares; 2025Q3: 3,395 shares 3,395$110K<0.01%+428Timeline
VIOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,115 shares; 2024Q4: 1,108 shares; 2025Q1: 1,108 shares; 2025Q2: 1,124 shares; 2025Q3: 992 shares 992$110K<0.01%-132Timeline
FCBDADVISORS INNER CIRCLE FD IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,964 shares; 2025Q3: 4,259 shares 4,259$109K<0.01%+1,295Timeline
MPLXMPLX LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,478 shares; 2024Q4: 2,380 shares; 2025Q1: 2,380 shares; 2025Q2: 2,419 shares; 2025Q3: 2,179 shares 2,179$109K<0.01%-240Timeline
GMAYFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,485 shares; 2024Q4: 3,485 shares; 2025Q1: 3,485 shares; 2025Q2: 2,685 shares; 2025Q3: 2,685 shares 2,685$109K<0.01%0Timeline
TCOMTRIP COM GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361 shares; 2024Q4: 530 shares; 2025Q1: 530 shares; 2025Q2: 312 shares; 2025Q3: 1,444 shares 1,444$109K<0.01%+1,132Timeline
IETCISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 1,187 shares; 2025Q3: 1,061 shares 1,061$108K<0.01%-126Timeline
PKPARK HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 878 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,728 shares; 2025Q3: 9,757 shares 9,757$108K<0.01%+29Timeline
SNDRSCHNEIDER NATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,604 shares; 2024Q4: 4,626 shares; 2025Q1: 4,626 shares; 2025Q2: 4,507 shares; 2025Q3: 5,083 shares 5,083$108K<0.01%+576Timeline
ARKQARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 530 shares; 2024Q4: 841 shares; 2025Q1: 841 shares; 2025Q2: 711 shares; 2025Q3: 963 shares 963$107K<0.01%+252Timeline
YMAGTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,367 shares; 2025Q3: 6,837 shares 6,837$107K<0.01%+5,470Timeline
ILCVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,199 shares; 2025Q3: 1,192 shares 1,192$107K<0.01%-7Timeline
EXEEXPAND ENERGY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271 shares; 2024Q4: 993 shares; 2025Q1: 993 shares; 2025Q2: 2,359 shares; 2025Q3: 1,009 shares 1,009$107K<0.01%-1,350Timeline
BKEMBNY MELLON ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,456 shares; 2024Q4: 1,470 shares; 2025Q1: 1,470 shares; 2025Q2: 1,463 shares; 2025Q3: 1,457 shares 1,457$107K<0.01%-6Timeline
AGCOAGCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 871 shares; 2024Q4: 842 shares; 2025Q1: 842 shares; 2025Q2: 1,004 shares; 2025Q3: 997 shares 997$107K<0.01%-7Timeline
BAHBOOZ ALLEN HAMILTON HLDG CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,601 shares; 2024Q4: 2,112 shares; 2025Q1: 2,112 shares; 2025Q2: 1,336 shares; 2025Q3: 1,065 shares 1,065$106K<0.01%-271Timeline
BSYBENTLEY SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,297 shares; 2024Q4: 2,181 shares; 2025Q1: 2,181 shares; 2025Q2: 1,923 shares; 2025Q3: 2,066 shares 2,066$106K<0.01%+143Timeline
FMXFOMENTO ECONOMICO MEXICANO SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 982 shares; 2024Q4: 1,091 shares; 2025Q1: 1,091 shares; 2025Q2: 1,065 shares; 2025Q3: 1,078 shares 1,078$106K<0.01%+13Timeline
FLCEADVISORS INNER CIRCLE FD IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,789 shares; 2025Q3: 3,778 shares 3,778$106K<0.01%+989Timeline
DOXAMDOCS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,215 shares; 2024Q4: 1,341 shares; 2025Q1: 1,341 shares; 2025Q2: 1,223 shares; 2025Q3: 1,288 shares 1,288$106K<0.01%+65Timeline
ONONON HLDG AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,903 shares; 2024Q4: 2,513 shares; 2025Q1: 2,513 shares; 2025Q2: 2,047 shares; 2025Q3: 2,491 shares 2,491$105K<0.01%+444Timeline
EXPEAGLE MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,657 shares; 2024Q4: 1,251 shares; 2025Q1: 1,251 shares; 2025Q2: 224 shares; 2025Q3: 451 shares 451$105K<0.01%+227Timeline
LVHDLEGG MASON ETF INVTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,543 shares; 2024Q4: 2,533 shares; 2025Q1: 2,533 shares; 2025Q2: 2,562 shares; 2025Q3: 2,541 shares 2,541$105K<0.01%-21Timeline
PMARINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 734 shares; 2024Q4: 734 shares; 2025Q1: 734 shares; 2025Q2: 2,262 shares; 2025Q3: 2,381 shares 2,381$105K<0.01%+119Timeline
IGEBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 949 shares; 2024Q4: 2,919 shares; 2025Q1: 2,919 shares; 2025Q2: 2,407 shares; 2025Q3: 2,265 shares 2,265$104K<0.01%-142Timeline
ZOCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,271 shares; 2025Q1: 41,271 shares; 2025Q2: 38,699 shares; 2025Q3: 3,919 shares 3,919$104K<0.01%-34,780Timeline
TOLTOLL BROTHERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 432 shares; 2024Q4: 541 shares; 2025Q1: 541 shares; 2025Q2: 545 shares; 2025Q3: 752 shares 752$104K<0.01%+207Timeline
JOBYJOBY AVIATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 3,710 shares; 2025Q3: 6,427 shares 6,427$104K<0.01%+2,717Timeline
ASANASANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 20 shares; 2025Q3: 7,718 shares 7,718$103K<0.01%+7,698Timeline
INDAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 470 shares; 2024Q4: 932 shares; 2025Q1: 932 shares; 2025Q2: 1,942 shares; 2025Q3: 1,974 shares 1,974$103K<0.01%+32Timeline
CGICCAPITAL GROUP INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 2,630 shares; 2025Q3: 3,326 shares 3,326$102K<0.01%+696Timeline
ZAUGINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,872 shares; 2024Q4: 1,872 shares; 2025Q1: 1,872 shares; 2025Q2: 2,272 shares; 2025Q3: 3,872 shares 3,872$102K<0.01%+1,600Timeline
MSAMSA SAFETY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: 94 shares; 2025Q1: 94 shares; 2025Q2: 495 shares; 2025Q3: 593 shares 593$102K<0.01%+98Timeline
ADMARCHER DANIELS MIDLAND COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,049 shares; 2024Q4: 1,026 shares; 2025Q1: 1,026 shares; 2025Q2: 1,560 shares; 2025Q3: 1,701 shares 1,701$102K<0.01%+141Timeline
INVHINVITATION HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,567 shares; 2024Q4: 4,414 shares; 2025Q1: 4,414 shares; 2025Q2: 3,605 shares; 2025Q3: 3,452 shares 3,452$101K<0.01%-153Timeline
FCFSFIRSTCASH HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 486 shares; 2024Q4: 564 shares; 2025Q1: 564 shares; 2025Q2: 523 shares; 2025Q3: 639 shares 639$101K<0.01%+116Timeline
ZZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 303 shares; 2025Q1: 303 shares; 2025Q2: 747 shares; 2025Q3: 1,314 shares 1,314$101K<0.01%+567Timeline
DOWDOW HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,221 shares; 2024Q4: 20,409 shares; 2025Q1: 20,784 shares; 2025Q2: 20,614 shares; 2025Q3: 4,388 shares 4,388$101K<0.01%-16,226Timeline
ROKUROKU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: 156 shares; 2025Q1: 156 shares; 2025Q2: 167 shares; 2025Q3: 1,002 shares 1,002$100K<0.01%+835Timeline
HMCHONDA MOTOR CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,952 shares; 2024Q4: 1,813 shares; 2025Q1: 1,883 shares; 2025Q2: 2,213 shares; 2025Q3: 3,252 shares 3,252$100K<0.01%+1,039Timeline
SLISTANDARD LITHIUM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,556 shares; 2025Q1: 25,556 shares; 2025Q2: 29,670 shares; 2025Q3: 29,670 shares 29,670$100K<0.01%0Timeline
WCCWESCO INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 541 shares; 2025Q3: 472 shares 472$99.8K<0.01%-69Timeline
BIIBBIOGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259 shares; 2024Q4: 337 shares; 2025Q1: 337 shares; 2025Q2: 704 shares; 2025Q3: 711 shares 711$99.6K<0.01%+7Timeline
ERICTELEFONAKTIEBOLAGET LM ERICSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,403 shares; 2024Q4: 17,583 shares; 2025Q1: 17,583 shares; 2025Q2: 11,620 shares; 2025Q3: 12,039 shares 12,039$99.6K<0.01%+419Timeline
FTXNFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 3,677 shares; 2025Q3: 3,484 shares 3,484$99.2K<0.01%-193Timeline
BKAGBNY MELLON ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,056 shares; 2024Q4: 2,326 shares; 2025Q1: 2,326 shares; 2025Q2: 2,326 shares; 2025Q3: 2,326 shares 2,326$99.1K<0.01%0Timeline
PINSPINTEREST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,128 shares; 2024Q4: 727 shares; 2025Q1: 727 shares; 2025Q2: 2,054 shares; 2025Q3: 3,073 shares 3,073$98.9K<0.01%+1,019Timeline
EMHCSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,672 shares; 2024Q4: 2,570 shares; 2025Q1: 2,570 shares; 2025Q2: 4,076 shares; 2025Q3: 3,924 shares 3,924$98.9K<0.01%-152Timeline
ISHARES TRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,724 shares; 2024Q4: 6,577 shares; 2025Q1: 6,577 shares; 2025Q2: 6,581 shares; 2025Q3: 4,253 shares 4,253$98.8K<0.01%-2,328
DXPEDXP ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 565 shares; 2025Q3: 829 shares 829$98.7K<0.01%+264Timeline
UBSIUNITED BANKSHARES INC WEST VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,830 shares; 2024Q4: 3,115 shares; 2025Q1: 3,115 shares; 2025Q2: 2,437 shares; 2025Q3: 2,641 shares 2,641$98.3K<0.01%+204Timeline
JRINUVEEN REAL ASSET INCOME & GQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,367 shares; 2024Q4: 6,714 shares; 2025Q1: 6,714 shares; 2025Q2: 6,822 shares; 2025Q3: 6,888 shares 6,888$98.1K<0.01%+66Timeline
SOUNSOUNDHOUND AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 3,373 shares; 2025Q1: 3,373 shares; 2025Q2: 4,063 shares; 2025Q3: 6,102 shares 6,102$98.1K<0.01%+2,039Timeline
MIDDMIDDLEBY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 488 shares; 2024Q4: 566 shares; 2025Q1: 566 shares; 2025Q2: 527 shares; 2025Q3: 735 shares 735$97.7K<0.01%+208Timeline
INCEFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,664 shares; 2024Q4: 2,394 shares; 2025Q1: 2,394 shares; 2025Q2: 1,606 shares; 2025Q3: 1,641 shares 1,641$97.3K<0.01%+35Timeline
OAIMUNIFIED SER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,403 shares 2,403$96.6K<0.01%newTimeline
FIDIFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263 shares; 2024Q4: 634 shares; 2025Q1: 634 shares; 2025Q2: 3,730 shares; 2025Q3: 3,926 shares 3,926$96.1K<0.01%+196Timeline
JHMDJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,172 shares; 2024Q4: 8,031 shares; 2025Q1: 8,031 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares 2,400$96K<0.01%0Timeline
MTZMASTEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 341 shares; 2025Q3: 450 shares 450$95.8K<0.01%+109Timeline
MTDMETTLER TOLEDO INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 79 shares; 2025Q3: 78 shares 78$95.8K<0.01%-1Timeline
XLBSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 770 shares; 2024Q4: 683 shares; 2025Q1: 683 shares; 2025Q2: 968 shares; 2025Q3: 1,064 shares 1,064$95.3K<0.01%+96Timeline
FDLSNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,933 shares; 2024Q4: 3,161 shares; 2025Q1: 3,161 shares; 2025Q2: 2,261 shares; 2025Q3: 2,727 shares 2,727$95.2K<0.01%+466Timeline
WUWESTERN UN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,855 shares; 2024Q4: 6,471 shares; 2025Q1: 6,471 shares; 2025Q2: 143 shares; 2025Q3: 11,917 shares 11,917$95.2K<0.01%+11,774Timeline
GRPMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 789 shares; 2025Q3: 789 shares 789$95.2K<0.01%0Timeline
JHMMJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,140 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,468 shares 1,468$95K<0.01%+168Timeline
FSLRFIRST SOLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 418 shares; 2025Q1: 418 shares; 2025Q2: 374 shares; 2025Q3: 430 shares 430$94.8K<0.01%+56Timeline
SJMSMUCKER J M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 837 shares; 2024Q4: 819 shares; 2025Q1: 819 shares; 2025Q2: 1,017 shares; 2025Q3: 872 shares 872$94.7K<0.01%-145Timeline
WINGWINGSTOP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280 shares; 2024Q4: 309 shares; 2025Q1: 309 shares; 2025Q2: 288 shares; 2025Q3: 376 shares 376$94.6K<0.01%+88Timeline
QUSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 554 shares; 2024Q4: 554 shares; 2025Q1: 554 shares; 2025Q2: 550 shares; 2025Q3: 550 shares 550$94.2K<0.01%0Timeline
RGTIRIGETTI COMPUTING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 2,135 shares; 2025Q3: 3,143 shares 3,143$93.6K<0.01%+1,008Timeline
DTMDT MIDSTREAM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331 shares; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 420 shares; 2025Q3: 827 shares 827$93.5K<0.01%+407Timeline
SNXTD SYNNEX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 158 shares; 2025Q1: 158 shares; 2025Q2: 255 shares; 2025Q3: 570 shares 570$93.3K<0.01%+315Timeline
MFGMIZUHO FINANCIAL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,158 shares; 2024Q4: 7,710 shares; 2025Q1: 7,710 shares; 2025Q2: 9,755 shares; 2025Q3: 13,867 shares 13,867$92.9K<0.01%+4,112Timeline
USOUNITED STS OIL FD LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,484 shares; 2024Q4: 1,454 shares; 2025Q1: 1,454 shares; 2025Q2: 1,256 shares; 2025Q3: 1,258 shares 1,258$92.8K<0.01%+2Timeline
DMXFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,224 shares; 2025Q3: 1,224 shares 1,224$92.7K<0.01%0Timeline
ACMAECOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 237 shares; 2025Q1: 237 shares; 2025Q2: 423 shares; 2025Q3: 710 shares 710$92.6K<0.01%+287Timeline
BJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 907 shares; 2024Q4: 1,255 shares; 2025Q1: 1,255 shares; 2025Q2: 1,867 shares; 2025Q3: 1,747 shares 1,747$92.6K<0.01%-120Timeline
TXTTEXTRON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,969 shares; 2024Q4: 1,999 shares; 2025Q1: 1,999 shares; 2025Q2: 1,007 shares; 2025Q3: 1,093 shares 1,093$92.3K<0.01%+86Timeline
FDSFACTSET RESH SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338 shares; 2024Q4: 357 shares; 2025Q1: 357 shares; 2025Q2: 291 shares; 2025Q3: 322 shares 322$92.2K<0.01%+31Timeline
QDPLPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,193 shares 2,193$91.9K<0.01%newTimeline
OSKOSHKOSH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 904 shares; 2024Q4: 896 shares; 2025Q1: 896 shares; 2025Q2: 984 shares; 2025Q3: 707 shares 707$91.7K<0.01%-277Timeline
GAPRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,285 shares; 2024Q4: 3,285 shares; 2025Q1: 3,285 shares; 2025Q2: 2,935 shares; 2025Q3: 2,335 shares 2,335$91.6K<0.01%-600Timeline
BDYNBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,600 shares 3,600$91.1K<0.01%newTimeline
EPRTESSENTIAL PPTYS RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,064 shares; 2024Q4: 2,134 shares; 2025Q1: 2,134 shares; 2025Q2: 2,994 shares; 2025Q3: 3,054 shares 3,054$90.9K<0.01%+60Timeline
DGIIDIGI INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,077 shares; 2024Q4: 2,358 shares; 2025Q1: 2,358 shares; 2025Q2: 2,003 shares; 2025Q3: 2,479 shares 2,479$90.4K<0.01%+476Timeline
RRYDER SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: 344 shares; 2025Q1: 344 shares; 2025Q2: 454 shares; 2025Q3: 478 shares 478$90.2K<0.01%+24Timeline
WTWWILLIS TOWERS WATSON PLC LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,838 shares; 2024Q4: 3,361 shares; 2025Q1: 3,361 shares; 2025Q2: 237 shares; 2025Q3: 261 shares 261$90.1K<0.01%+24Timeline
JPIEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 1,436 shares; 2025Q3: 1,928 shares 1,928$89.5K<0.01%+492Timeline
BCEBCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,993 shares; 2024Q4: 3,156 shares; 2025Q1: 3,156 shares; 2025Q2: 3,518 shares; 2025Q3: 3,822 shares 3,822$89.4K<0.01%+304Timeline
LAZLAZARD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 619 shares; 2024Q4: 1,569 shares; 2025Q1: 1,569 shares; 2025Q2: 1,531 shares; 2025Q3: 1,682 shares 1,682$88.8K<0.01%+151Timeline
ITGRINTEGER HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 487 shares; 2024Q4: 639 shares; 2025Q1: 639 shares; 2025Q2: 871 shares; 2025Q3: 859 shares 859$88.8K<0.01%-12Timeline
TRMKTRUSTMARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,087 shares; 2024Q4: 1,107 shares; 2025Q1: 1,107 shares; 2025Q2: 1,574 shares; 2025Q3: 2,233 shares 2,233$88.4K<0.01%+659Timeline
LFUSLITTELFUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235 shares; 2024Q4: 233 shares; 2025Q1: 233 shares; 2025Q2: 271 shares; 2025Q3: 341 shares 341$88.3K<0.01%+70Timeline
MPMP MATERIALS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 511 shares; 2025Q3: 1,316 shares 1,316$88.3K<0.01%+805Timeline
PTCPTC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 783 shares; 2024Q4: 809 shares; 2025Q1: 809 shares; 2025Q2: 468 shares; 2025Q3: 434 shares 434$88.1K<0.01%-34Timeline
DRLLEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,671 shares; 2024Q4: 2,729 shares; 2025Q1: 2,729 shares; 2025Q2: 2,821 shares; 2025Q3: 3,063 shares 3,063$88.1K<0.01%+242Timeline
FNDASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,233 shares; 2024Q4: 3,434 shares; 2025Q1: 3,434 shares; 2025Q2: 2,850 shares; 2025Q3: 2,825 shares 2,825$88K<0.01%-25Timeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 231 shares; 2025Q3: 344 shares 344$87.4K<0.01%+113Timeline
TMFERBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares 3,000$87.3K<0.01%0Timeline
FELVFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 587 shares; 2024Q4: 590 shares; 2025Q1: 590 shares; 2025Q2: 2,224 shares; 2025Q3: 2,602 shares 2,602$87.2K<0.01%+378Timeline
BLDTOPBUILD CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: 194 shares; 2025Q1: 194 shares; 2025Q2: 276 shares; 2025Q3: 223 shares 223$87.2K<0.01%-53Timeline
NCLHNORWEGIAN CRUISE LINE HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,847 shares; 2024Q4: 8,386 shares; 2025Q1: 8,386 shares; 2025Q2: 3,156 shares; 2025Q3: 3,535 shares 3,535$87.1K<0.01%+379Timeline
TXRHTEXAS ROADHOUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 187 shares; 2025Q1: 187 shares; 2025Q2: 484 shares; 2025Q3: 524 shares 524$87.1K<0.01%+40Timeline
CECELANESE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,434 shares; 2024Q4: 1,886 shares; 2025Q1: 1,886 shares; 2025Q2: 2,496 shares; 2025Q3: 2,060 shares 2,060$86.7K<0.01%-436Timeline
RFGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,520 shares; 2024Q4: 1,520 shares; 2025Q1: 1,732 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares 1,700$86.6K<0.01%0Timeline
BMRNBIOMARIN PHARMACEUTICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,410 shares; 2024Q4: 1,749 shares; 2025Q1: 1,749 shares; 2025Q2: 1,569 shares; 2025Q3: 1,599 shares 1,599$86.6K<0.01%+30Timeline
APAMARTISAN PARTNERS ASSET MGMTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,241 shares; 2024Q4: 1,360 shares; 2025Q1: 1,360 shares; 2025Q2: 1,980 shares; 2025Q3: 1,994 shares 1,994$86.5K<0.01%+14Timeline
AAAUGOLDMAN SACHS PHYSICAL GOLDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 674 shares; 2024Q4: 649 shares; 2025Q1: 649 shares; 2025Q2: 822 shares; 2025Q3: 2,265 shares 2,265$86.3K<0.01%+1,443Timeline
ARKXARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 556 shares; 2024Q4: 1,307 shares; 2025Q1: 1,307 shares; 2025Q2: 1,963 shares; 2025Q3: 3,011 shares 3,011$86K<0.01%+1,048Timeline
VCYTVERACYTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,424 shares; 2024Q4: 1,909 shares; 2025Q1: 1,909 shares; 2025Q2: 2,322 shares; 2025Q3: 2,498 shares 2,498$85.8K<0.01%+176Timeline
TBLLINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,293 shares; 2024Q4: 1,053 shares; 2025Q1: 1,053 shares; 2025Q2: 836 shares; 2025Q3: 811 shares 811$85.7K<0.01%-25Timeline
HYLSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,795 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 2,025 shares; 2025Q3: 2,031 shares 2,031$85.4K<0.01%+6Timeline
LLYVKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 19 shares; 2025Q3: 876 shares 876$84.9K<0.01%+857Timeline
CBTCABOT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,493 shares; 2024Q4: 1,248 shares; 2025Q1: 1,248 shares; 2025Q2: 937 shares; 2025Q3: 1,115 shares 1,115$84.8K<0.01%+178Timeline
JAJLINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,557 shares; 2025Q3: 2,959 shares 2,959$84.8K<0.01%+402Timeline
TEVATEVA PHARMACEUTICAL INDS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,484 shares; 2024Q4: 3,755 shares; 2025Q1: 3,755 shares; 2025Q2: 3,730 shares; 2025Q3: 4,179 shares 4,179$84.4K<0.01%+449Timeline
ARWARROW ELECTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 353 shares; 2024Q4: 479 shares; 2025Q1: 479 shares; 2025Q2: 634 shares; 2025Q3: 694 shares 694$84K<0.01%+60Timeline
FCGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,677 shares; 2024Q4: 3,074 shares; 2025Q1: 3,074 shares; 2025Q2: 3,479 shares; 2025Q3: 3,566 shares 3,566$83.8K<0.01%+87Timeline
GMABGENMAB A/SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,614 shares; 2024Q4: 2,667 shares; 2025Q1: 2,667 shares; 2025Q2: 2,231 shares; 2025Q3: 2,730 shares 2,730$83.7K<0.01%+499Timeline
QCLNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,526 shares; 2024Q4: 2,526 shares; 2025Q1: 2,526 shares; 2025Q2: not reported; 2025Q3: 1,994 shares 1,994$83.6K<0.01%newTimeline
HEIHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 332 shares; 2025Q1: 332 shares; 2025Q2: 276 shares; 2025Q3: 259 shares 259$83.6K<0.01%-17Timeline
BDVLBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,336 shares 3,336$83.4K<0.01%newTimeline
FTREFORTREA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,878 shares; 2024Q4: 9,829 shares; 2025Q1: 9,829 shares; 2025Q2: 9,705 shares; 2025Q3: 9,891 shares 9,891$83.3K<0.01%+186Timeline
URBNURBAN OUTFITTERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233 shares; 2024Q4: 233 shares; 2025Q1: 233 shares; 2025Q2: 233 shares; 2025Q3: 1,165 shares 1,165$83.2K<0.01%+932Timeline
SDVDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159 shares; 2024Q4: 346 shares; 2025Q1: 346 shares; 2025Q2: 3,886 shares; 2025Q3: 3,845 shares 3,845$83.1K<0.01%-41Timeline
AMANTERO MIDSTREAM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,639 shares; 2024Q4: 8,992 shares; 2025Q1: 8,992 shares; 2025Q2: 2,037 shares; 2025Q3: 4,275 shares 4,275$83.1K<0.01%+2,238Timeline
WLDNWILLDAN GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 239 shares; 2025Q3: 859 shares 859$83.1K<0.01%+620Timeline
RGLDROYAL GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 332 shares; 2025Q1: 332 shares; 2025Q2: 451 shares; 2025Q3: 414 shares 414$83K<0.01%-37Timeline
COLBCOLUMBIA BKG SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 784 shares; 2024Q4: 2,127 shares; 2025Q1: 2,127 shares; 2025Q2: 2,640 shares; 2025Q3: 3,223 shares 3,223$83K<0.01%+583Timeline
NGVTINGEVITY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,458 shares; 2024Q4: 1,474 shares; 2025Q1: 1,474 shares; 2025Q2: 1,643 shares; 2025Q3: 1,502 shares 1,502$82.9K<0.01%-141Timeline
PFLDETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,513 shares; 2024Q4: 14,460 shares; 2025Q1: 14,460 shares; 2025Q2: 20,867 shares; 2025Q3: 4,204 shares 4,204$82.8K<0.01%-16,663Timeline
CNOCNO FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 630 shares; 2024Q4: 955 shares; 2025Q1: 955 shares; 2025Q2: 1,893 shares; 2025Q3: 2,093 shares 2,093$82.8K<0.01%+200Timeline
SONSONOCO PRODS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,004 shares; 2024Q4: 1,355 shares; 2025Q1: 1,355 shares; 2025Q2: 1,650 shares; 2025Q3: 1,918 shares 1,918$82.6K<0.01%+268Timeline
UNMUNUM GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,216 shares; 2024Q4: 1,553 shares; 2025Q1: 1,553 shares; 2025Q2: 1,742 shares; 2025Q3: 1,061 shares 1,061$82.5K<0.01%-681Timeline
DKSDICKS SPORTING GOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,209 shares; 2024Q4: 3,589 shares; 2025Q1: 3,589 shares; 2025Q2: 357 shares; 2025Q3: 371 shares 371$82.3K<0.01%+14Timeline
PENPENUMBRA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379 shares; 2024Q4: 357 shares; 2025Q1: 357 shares; 2025Q2: 304 shares; 2025Q3: 325 shares 325$82.3K<0.01%+21Timeline
EWBCEAST WEST BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,186 shares; 2024Q4: 4,926 shares; 2025Q1: 4,926 shares; 2025Q2: 705 shares; 2025Q3: 771 shares 771$82.1K<0.01%+66Timeline
MURMURPHY OIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,762 shares; 2024Q4: 3,955 shares; 2025Q1: 3,955 shares; 2025Q2: 2,176 shares; 2025Q3: 2,887 shares 2,887$82K<0.01%+711Timeline
WWWWOLVERINE WORLD WIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,839 shares; 2024Q4: 3,155 shares; 2025Q1: 3,155 shares; 2025Q2: 2,559 shares; 2025Q3: 2,969 shares 2,969$81.5K<0.01%+410Timeline
TEXTEREX CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,767 shares; 2024Q4: 1,767 shares; 2025Q1: 1,767 shares; 2025Q2: 1,557 shares; 2025Q3: 1,586 shares 1,586$81.4K<0.01%+29Timeline
SMLVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 533 shares; 2024Q4: 617 shares; 2025Q1: 617 shares; 2025Q2: 629 shares; 2025Q3: 625 shares 625$81.1K<0.01%-4Timeline
AVTAVNET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,162 shares; 2024Q4: 1,373 shares; 2025Q1: 1,373 shares; 2025Q2: 1,027 shares; 2025Q3: 1,546 shares 1,546$80.8K<0.01%+519Timeline
OLEDUNIVERSAL DISPLAY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 416 shares; 2024Q4: 385 shares; 2025Q1: 387 shares; 2025Q2: 570 shares; 2025Q3: 561 shares 561$80.6K<0.01%-9Timeline
FAFFIRST AMERN FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,104 shares; 2024Q4: 1,207 shares; 2025Q1: 1,207 shares; 2025Q2: 1,393 shares; 2025Q3: 1,254 shares 1,254$80.5K<0.01%-139Timeline
OCTJINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,373 shares; 2025Q1: 3,373 shares; 2025Q2: 3,373 shares; 2025Q3: 3,373 shares 3,373$80.5K<0.01%0Timeline
HUBSHUBSPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99 shares; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 166 shares; 2025Q3: 172 shares 172$80.5K<0.01%+6Timeline
BMOBANK OF MONTREALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 969 shares; 2025Q1: 969 shares; 2025Q2: 651 shares; 2025Q3: 616 shares 616$80.2K<0.01%-35Timeline
RPMRPM INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393 shares; 2024Q4: 808 shares; 2025Q1: 808 shares; 2025Q2: 660 shares; 2025Q3: 680 shares 680$80.2K<0.01%+20Timeline
JULHINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 3,301 shares; 2025Q1: 3,301 shares; 2025Q2: 3,301 shares; 2025Q3: 3,201 shares 3,201$80.1K<0.01%-100Timeline
WTRGESSENTIAL UTILS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,388 shares; 2024Q4: 2,105 shares; 2025Q1: 2,471 shares; 2025Q2: 1,903 shares; 2025Q3: 2,007 shares 2,007$80.1K<0.01%+104Timeline
UMBFUMB FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 552 shares; 2025Q3: 675 shares 675$79.9K<0.01%+123Timeline
EMNEASTMAN CHEM COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,282 shares; 2024Q4: 2,720 shares; 2025Q1: 2,720 shares; 2025Q2: 3,306 shares; 2025Q3: 1,267 shares 1,267$79.9K<0.01%-2,039Timeline
OCOWENS CORNING NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,007 shares; 2024Q4: 3,351 shares; 2025Q1: 3,351 shares; 2025Q2: 384 shares; 2025Q3: 563 shares 563$79.6K<0.01%+179Timeline
LECOLINCOLN ELEC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385 shares; 2024Q4: 362 shares; 2025Q1: 362 shares; 2025Q2: 426 shares; 2025Q3: 337 shares 337$79.5K<0.01%-89Timeline
NWENORTHWESTERN ENERGY GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,572 shares; 2024Q4: 1,500 shares; 2025Q1: 1,558 shares; 2025Q2: 1,500 shares; 2025Q3: 1,344 shares 1,344$78.8K<0.01%-156Timeline
LYFTLYFT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147 shares; 2024Q4: 163 shares; 2025Q1: 163 shares; 2025Q2: 183 shares; 2025Q3: 3,569 shares 3,569$78.6K<0.01%+3,386Timeline
NUMGNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,718 shares; 2024Q4: 855 shares; 2025Q1: 855 shares; 2025Q2: 1,175 shares; 2025Q3: 1,613 shares 1,613$78.5K<0.01%+438Timeline
HLNEHAMILTON LANE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 283 shares; 2025Q1: 283 shares; 2025Q2: 590 shares; 2025Q3: 582 shares 582$78.4K<0.01%-8Timeline
GSEWGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 824 shares; 2024Q4: 921 shares; 2025Q1: 921 shares; 2025Q2: 921 shares; 2025Q3: 921 shares 921$78.3K<0.01%0Timeline
MSMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 416 shares; 2024Q4: 1,196 shares; 2025Q1: 1,196 shares; 2025Q2: 1,221 shares; 2025Q3: 1,233 shares 1,233$78.2K<0.01%+12Timeline
IYEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,381 shares; 2024Q4: 2,428 shares; 2025Q1: 2,428 shares; 2025Q2: 1,149 shares; 2025Q3: 1,644 shares 1,644$78.1K<0.01%+495Timeline
ZMARINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,002 shares; 2025Q3: 2,881 shares 2,881$78K<0.01%-2,121Timeline
EMBJEMBRAER S.A.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 647 shares; 2025Q3: 1,289 shares 1,289$77.9K<0.01%+642Timeline
AOCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,956 shares; 2025Q1: 2,956 shares; 2025Q2: 2,956 shares; 2025Q3: 2,956 shares 2,956$77.6K<0.01%0Timeline
SAMBOSTON BEER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339 shares; 2024Q4: 337 shares; 2025Q1: 337 shares; 2025Q2: 357 shares; 2025Q3: 367 shares 367$77.6K<0.01%+10Timeline
USTBVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,547 shares; 2024Q4: 1,520 shares; 2025Q1: 1,520 shares; 2025Q2: 1,520 shares; 2025Q3: 1,520 shares 1,520$77.5K<0.01%0Timeline
WEXWEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 469 shares; 2024Q4: 405 shares; 2025Q1: 405 shares; 2025Q2: 398 shares; 2025Q3: 491 shares 491$77.3K<0.01%+93Timeline
AVYAVERY DENNISON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 902 shares; 2024Q4: 697 shares; 2025Q1: 697 shares; 2025Q2: 606 shares; 2025Q3: 476 shares 476$77.2K<0.01%-130Timeline
PODDINSULET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382 shares; 2024Q4: 412 shares; 2025Q1: 412 shares; 2025Q2: 392 shares; 2025Q3: 250 shares 250$77.2K<0.01%-142Timeline
IOOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,561 shares; 2024Q4: 1,582 shares; 2025Q1: 1,582 shares; 2025Q2: 1,623 shares; 2025Q3: 643 shares 643$77.2K<0.01%-980Timeline
FSYDFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 183 shares; 2025Q1: 183 shares; 2025Q2: 1,535 shares; 2025Q3: 1,582 shares 1,582$76.9K<0.01%+47Timeline
BENFRANKLIN TEMPLETON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 1,957 shares; 2025Q1: 1,957 shares; 2025Q2: 3,028 shares; 2025Q3: 3,322 shares 3,322$76.8K<0.01%+294Timeline
OGEOGE ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322 shares; 2024Q4: 981 shares; 2025Q1: 1,078 shares; 2025Q2: 1,401 shares; 2025Q3: 1,660 shares 1,660$76.8K<0.01%+259Timeline
EVTCEVERTEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,059 shares; 2024Q4: 1,077 shares; 2025Q1: 1,077 shares; 2025Q2: 1,353 shares; 2025Q3: 2,271 shares 2,271$76.7K<0.01%+918Timeline
SEESEALED AIR CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,713 shares; 2024Q4: 1,947 shares; 2025Q1: 1,984 shares; 2025Q2: 1,723 shares; 2025Q3: 2,170 shares 2,170$76.7K<0.01%+447Timeline
FTFFRANKLIN LTD DURATION INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,181 shares; 2024Q4: 11,181 shares; 2025Q1: 11,181 shares; 2025Q2: 11,181 shares; 2025Q3: 12,031 shares 12,031$76.6K<0.01%+850Timeline
FEBMFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,560 shares; 2025Q3: 2,560 shares 2,560$76.6K<0.01%0Timeline
TAKTAKEDA PHARMACEUTICAL CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,228 shares; 2024Q4: 3,866 shares; 2025Q1: 3,866 shares; 2025Q2: 4,634 shares; 2025Q3: 5,228 shares 5,228$76.5K<0.01%+594Timeline
CATHGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 842 shares; 2024Q4: 847 shares; 2025Q1: 847 shares; 2025Q2: 939 shares; 2025Q3: 943 shares 943$76.4K<0.01%+4Timeline
IDLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,886 shares; 2024Q4: 2,759 shares; 2025Q1: 2,759 shares; 2025Q2: 2,261 shares; 2025Q3: 2,280 shares 2,280$76.4K<0.01%+19Timeline
HXLHEXCEL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 911 shares; 2024Q4: 969 shares; 2025Q1: 969 shares; 2025Q2: 1,145 shares; 2025Q3: 1,218 shares 1,218$76.4K<0.01%+73Timeline
FNVFRANCO NEV CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221 shares; 2024Q4: 863 shares; 2025Q1: 863 shares; 2025Q2: 350 shares; 2025Q3: 342 shares 342$76.2K<0.01%-8Timeline
SMBVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,864 shares; 2024Q4: 2,864 shares; 2025Q1: 2,864 shares; 2025Q2: 3,847 shares; 2025Q3: 4,376 shares 4,376$76.2K<0.01%+529Timeline
RMBSRAMBUS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224 shares; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 1,001 shares; 2025Q3: 730 shares 730$76.1K<0.01%-271Timeline
GAUGFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,140 shares; 2024Q4: 1,140 shares; 2025Q1: 1,140 shares; 2025Q2: 1,140 shares; 2025Q3: 1,965 shares 1,965$75.9K<0.01%+825Timeline
CSLCARLISLE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136 shares; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 254 shares; 2025Q3: 230 shares 230$75.8K<0.01%-24Timeline
GBILGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,789 shares; 2024Q4: 765 shares; 2025Q1: 765 shares; 2025Q2: 741 shares; 2025Q3: 755 shares 755$75.7K<0.01%+14Timeline
NNNNNN REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,758 shares; 2024Q4: 1,787 shares; 2025Q1: 1,787 shares; 2025Q2: 1,209 shares; 2025Q3: 1,776 shares 1,776$75.6K<0.01%+567Timeline
FIVNFIVE9 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 82 shares; 2025Q1: 82 shares; 2025Q2: 1,353 shares; 2025Q3: 3,118 shares 3,118$75.5K<0.01%+1,765Timeline
QBTSD-WAVE QUANTUM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,862 shares; 2025Q3: 3,052 shares 3,052$75.4K<0.01%+1,190Timeline
PBJINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,491 shares; 2024Q4: 33,522 shares; 2025Q1: 33,522 shares; 2025Q2: 32,476 shares; 2025Q3: 1,639 shares 1,639$75.2K<0.01%-30,837Timeline
AMGAFFILIATED MANAGERS GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 102 shares; 2025Q3: 315 shares 315$75K<0.01%+213Timeline
ESMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,473 shares; 2024Q4: 1,441 shares; 2025Q1: 1,441 shares; 2025Q2: 1,437 shares; 2025Q3: 1,663 shares 1,663$75K<0.01%+226Timeline
TRUTRANSUNIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 495 shares; 2024Q4: 805 shares; 2025Q1: 805 shares; 2025Q2: 926 shares; 2025Q3: 892 shares 892$74.8K<0.01%-34Timeline
ISHARESISHARESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,784 shares; 2024Q4: 2,637 shares; 2025Q1: 2,637 shares; 2025Q2: 2,699 shares; 2025Q3: 2,786 shares 2,786$74.6K<0.01%+87
DKLDELEK LOGISTICS PARTNERS LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,390 shares; 2025Q3: 1,635 shares 1,635$74.5K<0.01%+245Timeline
FTLSFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 724 shares; 2024Q4: 955 shares; 2025Q1: 955 shares; 2025Q2: 1,061 shares; 2025Q3: 1,061 shares 1,061$74.2K<0.01%0Timeline
WYNNWYNN RESORTS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 503 shares; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 629 shares; 2025Q3: 578 shares 578$74.1K<0.01%-51Timeline
ALABASTERA LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 412 shares; 2025Q1: 412 shares; 2025Q2: 510 shares; 2025Q3: 377 shares 377$73.8K<0.01%-133Timeline
RRCRANGE RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,489 shares; 2024Q4: 1,664 shares; 2025Q1: 1,664 shares; 2025Q2: 1,763 shares; 2025Q3: 1,960 shares 1,960$73.8K<0.01%+197Timeline
SBRASABRA HEALTH CARE REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,843 shares; 2024Q4: 3,870 shares; 2025Q1: 3,870 shares; 2025Q2: 4,098 shares; 2025Q3: 3,949 shares 3,949$73.6K<0.01%-149Timeline
SIRISIRIUSXM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,467 shares; 2024Q4: 3,634 shares; 2025Q1: 3,634 shares; 2025Q2: 3,426 shares; 2025Q3: 3,160 shares 3,160$73.5K<0.01%-266Timeline
ARCCARES CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,445 shares; 2024Q4: 4,534 shares; 2025Q1: 4,534 shares; 2025Q2: 3,895 shares; 2025Q3: 3,601 shares 3,601$73.5K<0.01%-294Timeline
WWDWOODWARD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302 shares; 2024Q4: 261 shares; 2025Q1: 261 shares; 2025Q2: 279 shares; 2025Q3: 290 shares 290$73.3K<0.01%+11Timeline
ETGEATON VANCE TX ADV GLBL DIVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,455 shares; 2024Q4: 3,455 shares; 2025Q1: 3,455 shares; 2025Q2: 3,455 shares; 2025Q3: 3,455 shares 3,455$73K<0.01%0Timeline
WSBCWESBANCO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,476 shares; 2024Q4: 2,079 shares; 2025Q1: 2,079 shares; 2025Q2: 1,878 shares; 2025Q3: 2,279 shares 2,279$72.8K<0.01%+401Timeline
NEARISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,974 shares; 2024Q4: 2,271 shares; 2025Q1: 2,271 shares; 2025Q2: 1,414 shares; 2025Q3: 1,414 shares 1,414$72.5K<0.01%0Timeline
ICLNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,297 shares; 2024Q4: 5,147 shares; 2025Q1: 5,147 shares; 2025Q2: 4,373 shares; 2025Q3: 4,673 shares 4,673$72.3K<0.01%+300Timeline
FGDLFRANKLIN TEMPLETON HOLDINGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares 1,400$72.3K<0.01%0Timeline
NOVNOV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,794 shares; 2024Q4: 4,943 shares; 2025Q1: 4,943 shares; 2025Q2: 4,279 shares; 2025Q3: 5,450 shares 5,450$72.2K<0.01%+1,171Timeline
IBDNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,095 shares; 2024Q4: 1,095 shares; 2025Q1: 1,095 shares; 2025Q2: 2,990 shares; 2025Q3: 2,990 shares 2,990$72.2K<0.01%0Timeline
EVXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 1,850 shares; 2025Q3: 1,850 shares 1,850$72K<0.01%0Timeline
IATISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,237 shares; 2024Q4: 1,220 shares; 2025Q1: 1,220 shares; 2025Q2: 1,294 shares; 2025Q3: 1,369 shares 1,369$71.9K<0.01%+75Timeline
ACHRARCHER AVIATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 581 shares; 2024Q4: 1,301 shares; 2025Q1: 1,301 shares; 2025Q2: 2,829 shares; 2025Q3: 7,503 shares 7,503$71.9K<0.01%+4,674Timeline
PAYCPAYCOM SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372 shares; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 322 shares; 2025Q3: 345 shares 345$71.8K<0.01%+23Timeline
IEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,095 shares; 2025Q3: 1,095 shares 1,095$71.7K<0.01%0Timeline
Sandstorm Gold LtdSandstorm Gold LtdQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,711 shares; 2024Q4: 5,711 shares; 2025Q1: 5,711 shares; 2025Q2: 5,711 shares; 2025Q3: 5,711 shares 5,711$71.5K<0.01%0
TFISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,337 shares; 2024Q4: 3,057 shares; 2025Q1: 3,188 shares; 2025Q2: 3,007 shares; 2025Q3: 1,569 shares 1,569$71.5K<0.01%-1,438Timeline
BSMWINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,959 shares; 2025Q1: 3,959 shares; 2025Q2: 2,847 shares; 2025Q3: 2,847 shares 2,847$71.1K<0.01%0Timeline
ILTBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: 1,525 shares; 2025Q1: 1,568 shares; 2025Q2: 1,421 shares; 2025Q3: 1,408 shares 1,408$71.1K<0.01%-13Timeline
FINTADVISORS INNER CIRCLE FD IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,705 shares; 2025Q3: 2,320 shares 2,320$70.8K<0.01%+615Timeline
HUMNROUNDHILL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,353 shares 2,353$70.8K<0.01%newTimeline
KOIDKRANESHARES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,197 shares 2,197$70.5K<0.01%newTimeline
FAARFIRST TR EXCHANGE TRAD FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,816 shares; 2024Q4: 2,007 shares; 2025Q1: 2,007 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares 2,300$70.1K<0.01%0Timeline
PLMRPALOMAR HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 327 shares; 2025Q3: 600 shares 600$70K<0.01%+273Timeline
AVIVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,296 shares; 2024Q4: 1,221 shares; 2025Q1: 1,221 shares; 2025Q2: 1,054 shares; 2025Q3: 1,035 shares 1,035$69.8K<0.01%-19Timeline
CCKCROWN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 691 shares; 2025Q3: 721 shares 721$69.6K<0.01%+30Timeline
BSMSINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,039 shares; 2025Q1: 4,039 shares; 2025Q2: 2,992 shares; 2025Q3: 2,973 shares 2,973$69.6K<0.01%-19Timeline
QIAGEN N.V.QIAGEN N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,254 shares; 2025Q3: 1,554 shares 1,554$69.4K<0.01%+300
BSMRINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,993 shares; 2025Q1: 3,993 shares; 2025Q2: 2,956 shares; 2025Q3: 2,929 shares 2,929$69.3K<0.01%-27Timeline
TBUXT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 945 shares; 2025Q3: 1,390 shares 1,390$69.3K<0.01%+445Timeline
BIRKBIRKENSTOCK HOLDING PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 732 shares; 2025Q3: 1,530 shares 1,530$69.2K<0.01%+798Timeline
BSMQINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280 shares; 2024Q4: 3,965 shares; 2025Q1: 3,965 shares; 2025Q2: 2,926 shares; 2025Q3: 2,926 shares 2,926$69.1K<0.01%0Timeline
YOUCLEAR SECURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 247 shares; 2025Q1: 247 shares; 2025Q2: 1,717 shares; 2025Q3: 2,069 shares 2,069$69.1K<0.01%+352Timeline
JGLOJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 815 shares; 2025Q1: 815 shares; 2025Q2: 815 shares; 2025Q3: 1,015 shares 1,015$68.8K<0.01%+200Timeline
INVESCOINVESCOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 2,801 shares; 2025Q3: 2,801 shares 2,801$68.7K<0.01%0
RSPUINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278 shares; 2024Q4: 993 shares; 2025Q1: 993 shares; 2025Q2: 1,002 shares; 2025Q3: 896 shares 896$68.7K<0.01%-106Timeline
ARKFARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 743 shares; 2024Q4: 743 shares; 2025Q1: 743 shares; 2025Q2: 1,033 shares; 2025Q3: 1,206 shares 1,206$68.5K<0.01%+173Timeline
CELHCELSIUS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,256 shares; 2024Q4: 682 shares; 2025Q1: 682 shares; 2025Q2: 1,435 shares; 2025Q3: 1,191 shares 1,191$68.4K<0.01%-244Timeline
HRLHORMEL FOODS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,733 shares; 2024Q4: 2,170 shares; 2025Q1: 2,203 shares; 2025Q2: 2,447 shares; 2025Q3: 2,760 shares 2,760$68.3K<0.01%+313Timeline
MRNAMODERNA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,764 shares; 2024Q4: 1,694 shares; 2025Q1: 1,694 shares; 2025Q2: 2,904 shares; 2025Q3: 2,643 shares 2,643$68.3K<0.01%-261Timeline
DBMFIM GLOBAL PARTNER FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 358 shares; 2025Q1: 358 shares; 2025Q2: 2,495 shares; 2025Q3: 2,495 shares 2,495$68.1K<0.01%0Timeline
SMGSCOTTS MIRACLE-GRO COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,226 shares; 2024Q4: 1,173 shares; 2025Q1: 1,173 shares; 2025Q2: 981 shares; 2025Q3: 1,195 shares 1,195$68.1K<0.01%+214Timeline
LITGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,893 shares; 2024Q4: 2,356 shares; 2025Q1: 2,381 shares; 2025Q2: 884 shares; 2025Q3: 1,197 shares 1,197$68K<0.01%+313Timeline
VNLAJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,472 shares; 2024Q4: 1,077 shares; 2025Q1: 1,077 shares; 2025Q2: 935 shares; 2025Q3: 1,378 shares 1,378$67.9K<0.01%+443Timeline
TNLTRAVEL PLUS LEISURE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 994 shares; 2024Q4: 1,113 shares; 2025Q1: 1,113 shares; 2025Q2: 1,216 shares; 2025Q3: 1,138 shares 1,138$67.7K<0.01%-78Timeline
NOVMFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 2,100 shares 2,100$67.6K<0.01%+600Timeline
PIDINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,224 shares; 2024Q4: 3,252 shares; 2025Q1: 3,252 shares; 2025Q2: 3,525 shares; 2025Q3: 3,174 shares 3,174$67.5K<0.01%-351Timeline
TILEINTERFACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 719 shares; 2024Q4: 1,460 shares; 2025Q1: 1,460 shares; 2025Q2: 1,710 shares; 2025Q3: 2,332 shares 2,332$67.5K<0.01%+622Timeline
SUISUN CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 789 shares; 2024Q4: 545 shares; 2025Q1: 545 shares; 2025Q2: 560 shares; 2025Q3: 523 shares 523$67.5K<0.01%-37Timeline
BSMVINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,717 shares; 2025Q1: 4,717 shares; 2025Q2: 3,385 shares; 2025Q3: 3,209 shares 3,209$67.4K<0.01%-176Timeline
FPFDFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,991 shares; 2024Q4: 3,003 shares; 2025Q1: 3,003 shares; 2025Q2: 3,031 shares; 2025Q3: 3,046 shares 3,046$67.2K<0.01%+15Timeline
BSMTINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,118 shares; 2025Q1: 4,118 shares; 2025Q2: 3,060 shares; 2025Q3: 2,909 shares 2,909$67.2K<0.01%-151Timeline
BSMUINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,476 shares; 2025Q1: 4,476 shares; 2025Q2: 3,239 shares; 2025Q3: 3,065 shares 3,065$67.2K<0.01%-174Timeline
AVESAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,188 shares; 2024Q4: 1,209 shares; 2025Q1: 1,209 shares; 2025Q2: 1,189 shares; 2025Q3: 1,171 shares 1,171$67.2K<0.01%-18Timeline
BRKRBRUKER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,662 shares; 2024Q4: 1,808 shares; 2025Q1: 1,808 shares; 2025Q2: 2,171 shares; 2025Q3: 2,059 shares 2,059$66.9K<0.01%-112Timeline
HURNHURON CONSULTING GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441 shares; 2024Q4: 422 shares; 2025Q1: 422 shares; 2025Q2: 410 shares; 2025Q3: 454 shares 454$66.6K<0.01%+44Timeline
IHGINTERCONTINENTAL HOTELS GROUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,095 shares; 2024Q4: 5,466 shares; 2025Q1: 5,466 shares; 2025Q2: 366 shares; 2025Q3: 547 shares 547$66.3K<0.01%+181Timeline
CGIECAPITAL GROUP INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 325 shares; 2025Q3: 1,965 shares 1,965$66.3K<0.01%+1,640Timeline
ANAUTONATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 204 shares; 2025Q1: 204 shares; 2025Q2: 199 shares; 2025Q3: 302 shares 302$66.1K<0.01%+103Timeline
UDIVFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 301 shares; 2025Q1: 301 shares; 2025Q2: 1,226 shares; 2025Q3: 1,260 shares 1,260$66K<0.01%+34Timeline
FTQIFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,966 shares; 2024Q4: 2,950 shares; 2025Q1: 2,950 shares; 2025Q2: 3,222 shares; 2025Q3: 3,192 shares 3,192$65.8K<0.01%-30Timeline
IJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,702 shares; 2024Q4: 2,502 shares; 2025Q1: 2,502 shares; 2025Q2: 1,867 shares; 2025Q3: 1,867 shares 1,867$65.7K<0.01%0Timeline
XSSPXNUVEEN S&P 500 DYNAMIC OVERWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,200 shares; 2025Q3: 3,755 shares 3,755$65.7K<0.01%+555Timeline
UFPIUFP INDUSTRIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440 shares; 2024Q4: 615 shares; 2025Q1: 615 shares; 2025Q2: 662 shares; 2025Q3: 699 shares 699$65.4K<0.01%+37Timeline
RYAAYRYANAIR HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 891 shares; 2024Q4: 1,038 shares; 2025Q1: 1,038 shares; 2025Q2: 914 shares; 2025Q3: 1,081 shares 1,081$65.1K<0.01%+167Timeline
JLLJONES LANG LASALLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 176 shares; 2025Q1: 176 shares; 2025Q2: 206 shares; 2025Q3: 217 shares 217$64.7K<0.01%+11Timeline
CVLCMORGAN STANLEY ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 790 shares 790$64.7K<0.01%newTimeline
TPHDTIMOTHY PLANQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,385 shares; 2024Q4: 4,572 shares; 2025Q1: 4,572 shares; 2025Q2: 3,382 shares; 2025Q3: 1,643 shares 1,643$64.6K<0.01%-1,739Timeline
JAVAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 921 shares; 2025Q3: 937 shares 937$64.6K<0.01%+16Timeline
BSJSINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,843 shares; 2025Q1: 1,843 shares; 2025Q2: 2,926 shares; 2025Q3: 2,926 shares 2,926$64.6K<0.01%0Timeline
CDEIMORGAN STANLEY ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 815 shares 815$64.6K<0.01%newTimeline
PAAAPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,069 shares; 2025Q3: 1,253 shares 1,253$64.5K<0.01%+184Timeline
RRXREGAL REXNORD CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 27 shares; 2025Q3: 449 shares 449$64.4K<0.01%+422Timeline
UFOPROCURE ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,684 shares; 2025Q1: 1,684 shares; 2025Q2: 2,397 shares; 2025Q3: 1,805 shares 1,805$64.4K<0.01%-592Timeline
MINOPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 830 shares; 2024Q4: 926 shares; 2025Q1: 926 shares; 2025Q2: 1,207 shares; 2025Q3: 1,419 shares 1,419$64.3K<0.01%+212Timeline
FTITECHNIPFMC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 936 shares; 2024Q4: 593 shares; 2025Q1: 593 shares; 2025Q2: 951 shares; 2025Q3: 1,624 shares 1,624$64.1K<0.01%+673Timeline
EXLSEXLSERVICE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 492 shares; 2024Q4: 511 shares; 2025Q1: 511 shares; 2025Q2: 912 shares; 2025Q3: 1,455 shares 1,455$64.1K<0.01%+543Timeline
AITAPPLIED INDL TECHNOLOGIES INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 281 shares; 2025Q3: 244 shares 244$63.7K<0.01%-37Timeline
SKYWSKYWEST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 389 shares; 2025Q3: 633 shares 633$63.7K<0.01%+244Timeline
BRCBRADY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 655 shares; 2025Q1: 655 shares; 2025Q2: 655 shares; 2025Q3: 815 shares 815$63.6K<0.01%+160Timeline
INCOCOLUMBIA ETF TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,416 shares; 2024Q4: 3,428 shares; 2025Q1: 3,428 shares; 2025Q2: 1,056 shares; 2025Q3: 980 shares 980$63.4K<0.01%-76Timeline
BALLBALL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,506 shares; 2024Q4: 4,139 shares; 2025Q1: 4,139 shares; 2025Q2: 1,738 shares; 2025Q3: 1,255 shares 1,255$63.3K<0.01%-483Timeline
FGSMADVISORS INNER CIRCLE FD IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,611 shares; 2025Q3: 2,151 shares 2,151$63K<0.01%+540Timeline
QINTAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,022 shares; 2025Q3: 1,022 shares 1,022$62.7K<0.01%0Timeline
BBWIBATH & BODY WORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,103 shares; 2024Q4: 2,344 shares; 2025Q1: 2,562 shares; 2025Q2: 2,641 shares; 2025Q3: 2,430 shares 2,430$62.6K<0.01%-211Timeline
BBARRICK MNG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,681 shares; 2025Q3: 1,905 shares 1,905$62.4K<0.01%+224Timeline
TPSCTIMOTHY PLANQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,772 shares; 2024Q4: 1,764 shares; 2025Q1: 1,764 shares; 2025Q2: 1,281 shares; 2025Q3: 1,500 shares 1,500$62.4K<0.01%+219Timeline
ESGEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,437 shares; 2024Q4: 1,399 shares; 2025Q1: 1,399 shares; 2025Q2: 1,323 shares; 2025Q3: 1,435 shares 1,435$62.3K<0.01%+112Timeline
BCBRUNSWICK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 602 shares; 2024Q4: 578 shares; 2025Q1: 578 shares; 2025Q2: 876 shares; 2025Q3: 985 shares 985$62.3K<0.01%+109Timeline
PGFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,098 shares; 2024Q4: 5,598 shares; 2025Q1: 5,698 shares; 2025Q2: 4,260 shares; 2025Q3: 4,260 shares 4,260$62.3K<0.01%0Timeline
YDECFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,725 shares; 2024Q4: 3,725 shares; 2025Q1: 3,725 shares; 2025Q2: 3,725 shares; 2025Q3: 2,425 shares 2,425$62.3K<0.01%-1,300Timeline
FXNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,521 shares; 2024Q4: 3,399 shares; 2025Q1: 3,399 shares; 2025Q2: 3,557 shares; 2025Q3: 3,810 shares 3,810$62.1K<0.01%+253Timeline
MAINMAIN STR CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 581 shares; 2024Q4: 581 shares; 2025Q1: 581 shares; 2025Q2: 873 shares; 2025Q3: 972 shares 972$61.8K<0.01%+99Timeline
PAASPAN AMERN SILVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,313 shares; 2024Q4: 5,977 shares; 2025Q1: 5,977 shares; 2025Q2: 873 shares; 2025Q3: 1,595 shares 1,595$61.8K<0.01%+722Timeline
FOPCADVISORS INNER CIRCLE FD IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,868 shares; 2025Q3: 2,401 shares 2,401$61.7K<0.01%+533Timeline
TYGTORTOISE ENERGY INFRSTRCTR CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,085 shares; 2025Q1: 1,085 shares; 2025Q2: 1,085 shares; 2025Q3: 1,432 shares 1,432$61.7K<0.01%+347Timeline
FLTRVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,927 shares; 2024Q4: 5,082 shares; 2025Q1: 5,082 shares; 2025Q2: 6,945 shares; 2025Q3: 2,403 shares 2,403$61.4K<0.01%-4,542Timeline
GSBCGREAT SOUTHN BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 1,000 shares 1,000$61.2K<0.01%-1,000Timeline
RVTYREVVITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 386 shares; 2024Q4: 598 shares; 2025Q1: 598 shares; 2025Q2: 768 shares; 2025Q3: 698 shares 698$61.1K<0.01%-70Timeline
PHGKONINKLIJKE PHILIPS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,783 shares; 2024Q4: 1,645 shares; 2025Q1: 1,645 shares; 2025Q2: 1,891 shares; 2025Q3: 2,237 shares 2,237$61K<0.01%+346Timeline
PAPIMORGAN STANLEY ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 840 shares; 2025Q3: 2,340 shares 2,340$61K<0.01%+1,500Timeline
RUMRUM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,538 shares; 2024Q4: 5,685 shares; 2025Q1: 5,685 shares; 2025Q2: 8,453 shares; 2025Q3: 8,398 shares 8,398$60.8K<0.01%-55Timeline
GENGEN DIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 579 shares; 2024Q4: 692 shares; 2025Q1: 692 shares; 2025Q2: 1,630 shares; 2025Q3: 2,138 shares 2,138$60.7K<0.01%+508Timeline
JFRNUVEEN FLOATING RATE INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,460 shares; 2024Q4: 5,677 shares; 2025Q1: 5,677 shares; 2025Q2: 6,216 shares; 2025Q3: 7,399 shares 7,399$60.5K<0.01%+1,183Timeline
CRUSCIRRUS LOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219 shares; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 398 shares; 2025Q3: 483 shares 483$60.5K<0.01%+85Timeline
CHRWC H ROBINSON WORLDWIDE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 742 shares; 2024Q4: 580 shares; 2025Q1: 610 shares; 2025Q2: 670 shares; 2025Q3: 456 shares 456$60.4K<0.01%-214Timeline
KKELLANOVAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,033 shares; 2024Q4: 1,663 shares; 2025Q1: 1,710 shares; 2025Q2: 759 shares; 2025Q3: 736 shares 736$60.4K<0.01%-23Timeline
IBMPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,320 shares; 2025Q1: 2,458 shares; 2025Q2: 2,357 shares; 2025Q3: 2,366 shares 2,366$60.3K<0.01%+9Timeline
REXRREXFORD INDL RLTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 836 shares; 2024Q4: 715 shares; 2025Q1: 715 shares; 2025Q2: 959 shares; 2025Q3: 1,463 shares 1,463$60.1K<0.01%+504Timeline
LEN-BLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 964 shares; 2024Q4: 1,448 shares; 2025Q1: 1,448 shares; 2025Q2: 645 shares; 2025Q3: 501 shares 501$60.1K<0.01%-144Timeline
AKRACADIA RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,150 shares; 2024Q4: 2,364 shares; 2025Q1: 2,564 shares; 2025Q2: 2,760 shares; 2025Q3: 2,980 shares 2,980$60K<0.01%+220Timeline
KBHKB HOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411 shares; 2024Q4: 590 shares; 2025Q1: 590 shares; 2025Q2: 890 shares; 2025Q3: 942 shares 942$60K<0.01%+52Timeline
FADFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 126 shares; 2025Q3: 373 shares 373$59.9K<0.01%+247Timeline
HOLXHOLOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,585 shares; 2024Q4: 1,064 shares; 2025Q1: 1,064 shares; 2025Q2: 1,001 shares; 2025Q3: 884 shares 884$59.7K<0.01%-117Timeline
EEMAISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 708 shares; 2024Q4: 708 shares; 2025Q1: 708 shares; 2025Q2: 727 shares; 2025Q3: 650 shares 650$59.6K<0.01%-77Timeline
ELANELANCO ANIMAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,544 shares; 2024Q4: 1,242 shares; 2025Q1: 1,242 shares; 2025Q2: 2,748 shares; 2025Q3: 2,959 shares 2,959$59.6K<0.01%+211Timeline
SGUSTAR GROUP LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,005 shares; 2024Q4: 5,005 shares; 2025Q1: 5,005 shares; 2025Q2: 5,005 shares; 2025Q3: 5,005 shares 5,005$59.2K<0.01%0Timeline
LGNDLIGAND PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 276 shares; 2025Q3: 334 shares 334$59.2K<0.01%+58Timeline
WPMWHEATON PRECIOUS METALS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 254 shares; 2025Q1: 254 shares; 2025Q2: 505 shares; 2025Q3: 528 shares 528$59.1K<0.01%+23Timeline
TYASIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,425 shares; 2024Q4: 1,425 shares; 2025Q1: 1,425 shares; 2025Q2: 4,537 shares; 2025Q3: 4,331 shares 4,331$58.9K<0.01%-206Timeline
GLOFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,093 shares; 2025Q3: 1,138 shares 1,138$58.7K<0.01%+45Timeline
FARXADVISORS INNER CIRCLE FD IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,498 shares; 2025Q3: 2,199 shares 2,199$58.3K<0.01%+701Timeline
HRHEALTHCARE RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,890 shares; 2024Q4: 2,908 shares; 2025Q1: 2,908 shares; 2025Q2: 3,097 shares; 2025Q3: 3,200 shares 3,200$57.7K<0.01%+103Timeline
ZWSZURN ELKAY WATER SOLNS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,258 shares; 2024Q4: 1,094 shares; 2025Q1: 1,094 shares; 2025Q2: 1,304 shares; 2025Q3: 1,222 shares 1,222$57.5K<0.01%-82Timeline
KNSLKINSALE CAP GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 167 shares; 2025Q3: 135 shares 135$57.4K<0.01%-32Timeline
EYLDCAMBRIA ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 1,541 shares 1,541$57.3K<0.01%+1,316Timeline
AMHAMERICAN HOMES 4 RENTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,858 shares; 2024Q4: 1,722 shares; 2025Q1: 1,722 shares; 2025Q2: 1,865 shares; 2025Q3: 1,720 shares 1,720$57.2K<0.01%-145Timeline
GNTXGENTEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 93 shares; 2025Q3: 2,018 shares 2,018$57.1K<0.01%+1,925Timeline
ADCAGREE RLTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 905 shares; 2024Q4: 1,142 shares; 2025Q1: 1,142 shares; 2025Q2: 1,120 shares; 2025Q3: 803 shares 803$57K<0.01%-317Timeline
AJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,617 shares; 2024Q4: 2,134 shares; 2025Q1: 2,134 shares; 2025Q2: 2,074 shares; 2025Q3: 2,074 shares 2,074$57K<0.01%0Timeline
DTHWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 722 shares; 2024Q4: 819 shares; 2025Q1: 1,174 shares; 2025Q2: 1,084 shares; 2025Q3: 1,159 shares 1,159$57K<0.01%+75Timeline
PRIPRIMERICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 183 shares; 2025Q3: 204 shares 204$56.7K<0.01%+21Timeline
CGBLCAPITAL GROUP CORE BALANCEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,985 shares; 2025Q3: 1,626 shares 1,626$56.5K<0.01%-359Timeline
WALWESTERN ALLIANCE BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: 679 shares; 2025Q1: 679 shares; 2025Q2: 635 shares; 2025Q3: 649 shares 649$56.3K<0.01%+14Timeline
RVTROYCE SMALL CAP TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,398 shares; 2024Q4: 3,398 shares; 2025Q1: 3,398 shares; 2025Q2: 3,889 shares; 2025Q3: 3,489 shares 3,489$56.3K<0.01%-400Timeline
MANHMANHATTAN ASSOCIATES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 567 shares; 2024Q4: 570 shares; 2025Q1: 570 shares; 2025Q2: 284 shares; 2025Q3: 274 shares 274$56.2K<0.01%-10Timeline
NFEBINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,064 shares; 2025Q3: 2,064 shares 2,064$56.1K<0.01%0Timeline
ITTITT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245 shares; 2024Q4: 192 shares; 2025Q1: 192 shares; 2025Q2: 303 shares; 2025Q3: 313 shares 313$56K<0.01%+10Timeline
CYRXCRYOPORT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,797 shares; 2024Q4: 2,797 shares; 2025Q1: 2,797 shares; 2025Q2: 5,891 shares; 2025Q3: 5,891 shares 5,891$55.8K<0.01%0Timeline
PINKSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,823 shares; 2025Q1: 2,823 shares; 2025Q2: 1,677 shares; 2025Q3: 1,760 shares 1,760$55.8K<0.01%+83Timeline
PDNINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,347 shares; 2024Q4: 1,347 shares; 2025Q1: 1,347 shares; 2025Q2: 1,357 shares; 2025Q3: 1,354 shares 1,354$55.7K<0.01%-3Timeline
WELLS FARGO & COWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares 45$55.5K<0.01%0
PRDOPERDOCEO ED CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,182 shares; 2024Q4: 1,261 shares; 2025Q1: 1,261 shares; 2025Q2: 866 shares; 2025Q3: 1,472 shares 1,472$55.4K<0.01%+606Timeline
KBRKBR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,684 shares; 2024Q4: 1,682 shares; 2025Q1: 1,682 shares; 2025Q2: 1,132 shares; 2025Q3: 1,170 shares 1,170$55.3K<0.01%+38Timeline
STSENSATA TECHNOLOGIES HLDG PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,579 shares; 2024Q4: 1,229 shares; 2025Q1: 1,229 shares; 2025Q2: 1,687 shares; 2025Q3: 1,807 shares 1,807$55.2K<0.01%+120Timeline
KGCKINROSS GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 463 shares; 2024Q4: 943 shares; 2025Q1: 943 shares; 2025Q2: 1,367 shares; 2025Q3: 2,221 shares 2,221$55.2K<0.01%+854Timeline
AINALBANY INTL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 873 shares; 2024Q4: 942 shares; 2025Q1: 942 shares; 2025Q2: 864 shares; 2025Q3: 1,034 shares 1,034$55.1K<0.01%+170Timeline
OAEMUNIFIED SER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,345 shares; 2024Q4: 4,454 shares; 2025Q1: 4,454 shares; 2025Q2: 3,074 shares; 2025Q3: 1,601 shares 1,601$55.1K<0.01%-1,473Timeline
USSGDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 652 shares; 2024Q4: 652 shares; 2025Q1: 652 shares; 2025Q2: 471 shares; 2025Q3: 898 shares 898$55.1K<0.01%+427Timeline
RBARB GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 302 shares; 2025Q1: 302 shares; 2025Q2: 457 shares; 2025Q3: 507 shares 507$54.9K<0.01%+50Timeline
JEFJEFFERIES FINANCIAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 524 shares; 2025Q3: 838 shares 838$54.8K<0.01%+314Timeline
PUKPRUDENTIAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,756 shares; 2024Q4: 1,912 shares; 2025Q1: 1,912 shares; 2025Q2: 2,193 shares; 2025Q3: 1,949 shares 1,949$54.6K<0.01%-244Timeline
TOWNTOWNEBANK PORTSMOUTH VAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431 shares; 2024Q4: 459 shares; 2025Q1: 459 shares; 2025Q2: 1,098 shares; 2025Q3: 1,578 shares 1,578$54.6K<0.01%+480Timeline
ASOACADEMY SPORTS & OUTDOORS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,862 shares; 2024Q4: 1,362 shares; 2025Q1: 1,362 shares; 2025Q2: 1,083 shares; 2025Q3: 1,086 shares 1,086$54.3K<0.01%+3Timeline
CARGCARGURUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 513 shares; 2024Q4: 937 shares; 2025Q1: 937 shares; 2025Q2: 1,220 shares; 2025Q3: 1,453 shares 1,453$54.1K<0.01%+233Timeline
DVADAVITA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311 shares; 2024Q4: 299 shares; 2025Q1: 299 shares; 2025Q2: 383 shares; 2025Q3: 406 shares 406$53.9K<0.01%+23Timeline
MARAMARA HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 758 shares; 2024Q4: 515 shares; 2025Q1: 515 shares; 2025Q2: 2,923 shares; 2025Q3: 2,945 shares 2,945$53.8K<0.01%+22Timeline
RIOTRIOT PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 2,762 shares; 2025Q3: 2,820 shares 2,820$53.7K<0.01%+58Timeline
IQDYFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,432 shares; 2024Q4: 1,432 shares; 2025Q1: 1,432 shares; 2025Q2: 1,581 shares; 2025Q3: 1,581 shares 1,581$53.7K<0.01%0Timeline
FSIGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,932 shares; 2024Q4: 2,932 shares; 2025Q1: 2,932 shares; 2025Q2: 2,788 shares; 2025Q3: 2,788 shares 2,788$53.6K<0.01%0Timeline
AOKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,541 shares; 2025Q3: 1,333 shares 1,333$53.5K<0.01%-2,208Timeline
APLEAPPLE HOSPITALITY REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,119 shares; 2024Q4: 1,473 shares; 2025Q1: 1,473 shares; 2025Q2: 3,600 shares; 2025Q3: 4,451 shares 4,451$53.5K<0.01%+851Timeline
ERHALLSPRING UTILITIES AND HIGHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,309 shares; 2024Q4: 23,459 shares; 2025Q1: 23,459 shares; 2025Q2: 8,666 shares; 2025Q3: 4,311 shares 4,311$53.4K<0.01%-4,355Timeline
EENI SPAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 535 shares; 2024Q4: 628 shares; 2025Q1: 628 shares; 2025Q2: 1,150 shares; 2025Q3: 1,527 shares 1,527$53.4K<0.01%+377Timeline
FGDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,997 shares; 2024Q4: 2,930 shares; 2025Q1: 2,930 shares; 2025Q2: 2,686 shares; 2025Q3: 1,849 shares 1,849$53.2K<0.01%-837Timeline
PBAPEMBINA PIPELINE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 917 shares; 2025Q1: 917 shares; 2025Q2: 1,062 shares; 2025Q3: 1,313 shares 1,313$53.1K<0.01%+251Timeline
COPXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,076 shares; 2024Q4: 3,930 shares; 2025Q1: 3,930 shares; 2025Q2: 6,118 shares; 2025Q3: 881 shares 881$52.7K<0.01%-5,237Timeline
EVREVERCORE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 111 shares; 2025Q3: 156 shares 156$52.6K<0.01%+45Timeline
IVVBBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares 1,600$52.4K<0.01%0Timeline
REETISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 138 shares; 2025Q1: 138 shares; 2025Q2: 82 shares; 2025Q3: 2,039 shares 2,039$52.1K<0.01%+1,957Timeline
IFFINTERNATIONAL FLAVORS&FRAGRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 467 shares; 2024Q4: 638 shares; 2025Q1: 638 shares; 2025Q2: 946 shares; 2025Q3: 845 shares 845$52K<0.01%-101Timeline
CGNXCOGNEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 697 shares; 2024Q4: 1,047 shares; 2025Q1: 1,047 shares; 2025Q2: 1,211 shares; 2025Q3: 1,144 shares 1,144$51.8K<0.01%-67Timeline
EBNDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,646 shares; 2024Q4: 4,390 shares; 2025Q1: 4,390 shares; 2025Q2: 2,523 shares; 2025Q3: 2,422 shares 2,422$51.7K<0.01%-101Timeline
EWYISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,321 shares; 2024Q4: 113,877 shares; 2025Q1: 113,877 shares; 2025Q2: 136,548 shares; 2025Q3: 645 shares 645$51.7K<0.01%-135,903Timeline
VTWOVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229 shares; 2024Q4: 329 shares; 2025Q1: 329 shares; 2025Q2: 532 shares; 2025Q3: 527 shares 527$51.6K<0.01%-5Timeline
SEZLSEZZLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 329 shares; 2025Q1: 329 shares; 2025Q2: 647 shares; 2025Q3: 647 shares 647$51.5K<0.01%0Timeline
FTXLFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 346 shares; 2025Q1: 346 shares; 2025Q2: 456 shares; 2025Q3: 457 shares 457$51.1K<0.01%+1Timeline
CZRCAESARS ENTERTAINMENT INC NEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,358 shares; 2024Q4: 1,223 shares; 2025Q1: 1,223 shares; 2025Q2: 2,007 shares; 2025Q3: 1,889 shares 1,889$51K<0.01%-118Timeline
CUTINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,426 shares; 2024Q4: 1,426 shares; 2025Q1: 1,426 shares; 2025Q2: 1,726 shares; 2025Q3: 1,726 shares 1,726$51K<0.01%0Timeline
ITGARTNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,291 shares; 2024Q4: 2,120 shares; 2025Q1: 2,120 shares; 2025Q2: 1,026 shares; 2025Q3: 194 shares 194$51K<0.01%-832Timeline
TMFCRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 320 shares; 2025Q1: 320 shares; 2025Q2: 670 shares; 2025Q3: 721 shares 721$50.9K<0.01%+51Timeline
FRSHFRESHWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,174 shares; 2025Q3: 4,318 shares 4,318$50.8K<0.01%+2,144Timeline
WBSWEBSTER FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 599 shares; 2024Q4: 764 shares; 2025Q1: 764 shares; 2025Q2: 615 shares; 2025Q3: 853 shares 853$50.7K<0.01%+238Timeline
ALBALBEMARLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 943 shares; 2024Q4: 738 shares; 2025Q1: 788 shares; 2025Q2: 449 shares; 2025Q3: 625 shares 625$50.7K<0.01%+176Timeline
VPLSVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,624 shares; 2024Q4: 4,085 shares; 2025Q1: 4,085 shares; 2025Q2: 631 shares; 2025Q3: 642 shares 642$50.5K<0.01%+11Timeline
RSPMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,517 shares; 2024Q4: 14,598 shares; 2025Q1: 14,598 shares; 2025Q2: 15,626 shares; 2025Q3: 1,538 shares 1,538$50.4K<0.01%-14,088Timeline
AJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares 1,750$50.1K<0.01%0Timeline
LOCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares 2,100$50K<0.01%0Timeline
FVALFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,033 shares; 2024Q4: 2,751 shares; 2025Q1: 2,751 shares; 2025Q2: 613 shares; 2025Q3: 726 shares 726$50K<0.01%+113Timeline
LJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,025 shares; 2025Q3: 2,025 shares 2,025$50K<0.01%0Timeline
PTCTPTC THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 814 shares 814$50K<0.01%newTimeline
KFEBINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,866 shares; 2025Q3: 1,866 shares 1,866$50K<0.01%0Timeline
IBMOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,943 shares; 2024Q4: 1,943 shares; 2025Q1: 2,034 shares; 2025Q2: 1,943 shares; 2025Q3: 1,943 shares 1,943$49.9K<0.01%0Timeline
ACTENACT HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,102 shares; 2024Q4: 1,216 shares; 2025Q1: 1,216 shares; 2025Q2: 1,270 shares; 2025Q3: 1,295 shares 1,295$49.6K<0.01%+25Timeline
BFAMBRIGHT HORIZONS FAM SOL IN DQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 553 shares; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 505 shares; 2025Q3: 457 shares 457$49.6K<0.01%-48Timeline
STXDEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 815 shares; 2025Q3: 1,358 shares 1,358$49.6K<0.01%+543Timeline
SIZEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,770 shares; 2024Q4: 93,384 shares; 2025Q1: 93,384 shares; 2025Q2: 710 shares; 2025Q3: 308 shares 308$49.5K<0.01%-402Timeline
DSGXDESCARTES SYS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 624 shares; 2024Q4: 649 shares; 2025Q1: 649 shares; 2025Q2: 504 shares; 2025Q3: 524 shares 524$49.4K<0.01%+20Timeline
TAPMOLSON COORS BEVERAGE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,514 shares; 2024Q4: 5,482 shares; 2025Q1: 5,482 shares; 2025Q2: 1,365 shares; 2025Q3: 1,089 shares 1,089$49.3K<0.01%-276Timeline
LCTUBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 711 shares; 2024Q4: 679 shares; 2025Q1: 679 shares; 2025Q2: 679 shares; 2025Q3: 679 shares 679$49.3K<0.01%0Timeline
BKEBUCKLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 675 shares; 2024Q4: 755 shares; 2025Q1: 755 shares; 2025Q2: 839 shares; 2025Q3: 840 shares 840$49.3K<0.01%+1Timeline
CVLTCOMMVAULT SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318 shares; 2024Q4: 308 shares; 2025Q1: 308 shares; 2025Q2: 328 shares; 2025Q3: 260 shares 260$49.1K<0.01%-68Timeline
SETMSPROTT FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,951 shares 1,951$49.1K<0.01%newTimeline
CRICARTERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 43 shares; 2025Q3: 1,738 shares 1,738$49K<0.01%+1,695Timeline
AOSSMITH A O CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 446 shares; 2024Q4: 389 shares; 2025Q1: 389 shares; 2025Q2: 673 shares; 2025Q3: 668 shares 668$49K<0.01%-5Timeline
ACWIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 353 shares; 2025Q3: 353 shares 353$48.8K<0.01%0Timeline
ISDPGIM HIGH YIELD BOND FUND INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,268 shares; 2024Q4: 3,162 shares; 2025Q1: 3,162 shares; 2025Q2: 3,308 shares; 2025Q3: 3,380 shares 3,380$48.6K<0.01%+72Timeline
BSTBLACKROCK SCIENCE & TECHNOLOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,837 shares; 2024Q4: 1,837 shares; 2025Q1: 1,837 shares; 2025Q2: 2,074 shares; 2025Q3: 1,175 shares 1,175$48.6K<0.01%-899Timeline
PDOPIMCO DYNAMIC INCOME OPRNTSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: 1,349 shares; 2025Q1: 1,349 shares; 2025Q2: 2,804 shares; 2025Q3: 3,435 shares 3,435$48.5K<0.01%+631Timeline
INVESCO EXCH TRD SLF IDX FDINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,044 shares; 2024Q4: 1,075 shares; 2025Q1: 1,075 shares; 2025Q2: 2,099 shares; 2025Q3: 2,099 shares 2,099$48.4K<0.01%0
HEQTSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,545 shares 1,545$48.3K<0.01%+545Timeline
FSEPFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 950 shares 950$48K<0.01%newTimeline
ONEVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419 shares; 2024Q4: 413 shares; 2025Q1: 413 shares; 2025Q2: 401 shares; 2025Q3: 361 shares 361$48K<0.01%-40Timeline
OKLOOKLO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13 shares; 2025Q3: 429 shares 429$47.9K<0.01%+416Timeline
BURLBURLINGTON STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 209 shares; 2025Q1: 209 shares; 2025Q2: 227 shares; 2025Q3: 188 shares 188$47.8K<0.01%-39Timeline
ACIALBERTSONS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,229 shares; 2024Q4: 3,235 shares; 2025Q1: 3,235 shares; 2025Q2: 3,121 shares; 2025Q3: 2,709 shares 2,709$47.4K<0.01%-412Timeline
FPXEFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,467 shares; 2024Q4: 1,467 shares; 2025Q1: 1,467 shares; 2025Q2: 1,467 shares; 2025Q3: 1,467 shares 1,467$47.3K<0.01%0Timeline
PEXPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,174 shares; 2024Q4: 1,185 shares; 2025Q1: 1,429 shares; 2025Q2: 1,647 shares; 2025Q3: 1,797 shares 1,797$47.3K<0.01%+150Timeline
IIPRINNOVATIVE INDL PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 909 shares; 2024Q4: 1,192 shares; 2025Q1: 1,495 shares; 2025Q2: 900 shares; 2025Q3: 878 shares 878$47K<0.01%-22Timeline
ONEYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372 shares; 2024Q4: 372 shares; 2025Q1: 372 shares; 2025Q2: 413 shares; 2025Q3: 413 shares 413$46.7K<0.01%0Timeline
KYNKAYNE ANDERSON ENERGY INFRSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,875 shares; 2024Q4: 3,775 shares; 2025Q1: 3,775 shares; 2025Q2: 3,775 shares; 2025Q3: 3,775 shares 3,775$46.7K<0.01%0Timeline
AMRZAMRIZE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 110 shares; 2025Q3: 961 shares 961$46.6K<0.01%+851Timeline
CPKCHESAPEAKE UTILS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327 shares; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 346 shares; 2025Q3: 346 shares 346$46.6K<0.01%0Timeline
KMLMKRANESHARES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,401 shares; 2025Q1: 4,401 shares; 2025Q2: 1,727 shares; 2025Q3: 1,727 shares 1,727$46.5K<0.01%0Timeline
FTDRFRONTDOOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 523 shares; 2024Q4: 530 shares; 2025Q1: 530 shares; 2025Q2: 645 shares; 2025Q3: 691 shares 691$46.5K<0.01%+46Timeline
NXSTNEXSTAR MEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 168 shares; 2025Q1: 168 shares; 2025Q2: 181 shares; 2025Q3: 235 shares 235$46.5K<0.01%+54Timeline
SYBTSTOCK YDS BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 485 shares; 2025Q1: 485 shares; 2025Q2: 511 shares; 2025Q3: 663 shares 663$46.4K<0.01%+152Timeline
ATRAPTARGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 437 shares; 2025Q1: 437 shares; 2025Q2: 386 shares; 2025Q3: 347 shares 347$46.4K<0.01%-39Timeline
SPIPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,746 shares; 2024Q4: 2,677 shares; 2025Q1: 2,677 shares; 2025Q2: 2,004 shares; 2025Q3: 1,753 shares 1,753$46.1K<0.01%-251Timeline
BKHYBNY MELLON ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 842 shares; 2024Q4: 944 shares; 2025Q1: 944 shares; 2025Q2: 944 shares; 2025Q3: 944 shares 944$46K<0.01%0Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,249 shares; 2024Q4: 2,166 shares; 2025Q1: 2,166 shares; 2025Q2: 2,032 shares; 2025Q3: 1,957 shares 1,957$45.9K<0.01%-75Timeline
MTARCELORMITTAL SA LUXEMBOURGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 683 shares; 2024Q4: 863 shares; 2025Q1: 863 shares; 2025Q2: 1,275 shares; 2025Q3: 1,270 shares 1,270$45.9K<0.01%-5Timeline
FBINFORTUNE BRANDS INNOVATIONS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,354 shares; 2024Q4: 1,731 shares; 2025Q1: 1,731 shares; 2025Q2: 564 shares; 2025Q3: 858 shares 858$45.8K<0.01%+294Timeline
ARIAPOLLO COML REAL ESTATE FINQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,590 shares; 2024Q4: 2,674 shares; 2025Q1: 2,674 shares; 2025Q2: 4,506 shares; 2025Q3: 4,506 shares 4,506$45.6K<0.01%0Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 886 shares; 2024Q4: 798 shares; 2025Q1: 798 shares; 2025Q2: 3,167 shares; 2025Q3: 2,849 shares 2,849$45.6K<0.01%-318Timeline
CNICANADIAN NATL RY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,821 shares; 2024Q4: 1,490 shares; 2025Q1: 1,490 shares; 2025Q2: 530 shares; 2025Q3: 483 shares 483$45.5K<0.01%-47Timeline
POWLPOWELL INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 40 shares; 2025Q3: 149 shares 149$45.4K<0.01%+109Timeline
DJULFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 972 shares 972$45.4K<0.01%+752Timeline
TTEKTETRA TECH INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,464 shares; 2024Q4: 1,444 shares; 2025Q1: 1,444 shares; 2025Q2: 1,391 shares; 2025Q3: 1,354 shares 1,354$45.2K<0.01%-37Timeline
KDKYNDRYL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 337 shares; 2024Q4: 283 shares; 2025Q1: 283 shares; 2025Q2: 1,307 shares; 2025Q3: 1,505 shares 1,505$45.2K<0.01%+198Timeline
CRSCARPENTER TECHNOLOGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239 shares; 2024Q4: 239 shares; 2025Q1: 239 shares; 2025Q2: 202 shares; 2025Q3: 184 shares 184$45.2K<0.01%-18Timeline
CZAINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410 shares; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 410 shares 410$45K<0.01%0Timeline
NNINELNET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: 233 shares; 2025Q1: 233 shares; 2025Q2: 338 shares; 2025Q3: 358 shares 358$44.9K<0.01%+20Timeline
CFRCULLEN FROST BANKERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 206 shares; 2025Q1: 206 shares; 2025Q2: 333 shares; 2025Q3: 354 shares 354$44.9K<0.01%+21Timeline
DLSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 677 shares; 2024Q4: 677 shares; 2025Q1: 677 shares; 2025Q2: 562 shares; 2025Q3: 562 shares 562$44.7K<0.01%0Timeline

Sold out in Q3 2025

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

The largest 100 of 156. All 156

SecurityShares beforeValue beforeType
FDTXFIDELITY COVINGTON TRUST20,942$817Kshares
IBITISHARES BITCOIN TRUST ETF4,697$288Kshares
UWMPROSHARES TR6,218$234Kshares
ANSYS INCANSYS INC587$206Kshares
ETHAISHARES ETHEREUM TR10,314$197Kshares
HESS CORPHESS CORP1,253$174Kshares
CPSRCALAMOS ETF TR4,885$119Kshares
CPNMCALAMOS ETF TR4,723$118Kshares
RSPSINVESCO EXCHANGE TRADED FD T2,800$83.9Kshares
RWXSPDR INDEX SHS FDS1,953$53.5Kshares
WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INC4,412$50.6Kshares
INNOVATOR ETFS TRUST PREM I…INNOVATOR ETFS TRUST PREM INC 10 …1,596$39.6Kshares
WHDCACTUS INC880$38.5Kshares
PIONEER HIGH INCOME FUND INCPIONEER HIGH INCOME FUND INC4,447$36Kshares
AZEK CO INCAZEK CO INC573$31.1Kshares
GMS INCGMS INC260$28.3Kshares
LQDHISHARES U S ETF TR305$28.2Kshares
NUVEEN PREFERRED &amp; INCO…NUVEEN PREFERRED &amp; INCOME1,250$26Kshares
FIRST TR EXCH TRD ALPHA FD IFIRST TR EXCH TRD ALPHA FD I2,083$25Kshares
CHAMPIONX CORPORATIONCHAMPIONX CORPORATION989$24.6Kshares
UUPINVESCO DB US DLR INDEX TR833$22.4Kshares
DIVZELEVATION SERIES TRUST615$21.5Kshares
CAOSEA SERIES TRUST231$20.5Kshares
CCORLISTED FDS TR753$20.2Kshares
ISHARES TRISHARES TR279$20.1Kshares
CLOZSERIES PORTFOLIOS TR737$19.7Kshares
RSPCINVESCO EXCHANGE TRADED FD T488$18.7Kshares
SKXSKECHERS U S A INC286$18Kshares
DFAUDIMENSIONAL ETF TRUST365$15.5Kshares
IYMISHARES TR100$14Kshares
JUNIPER NETWORKS INCJUNIPER NETWORKS INC328$13.1Kshares
NV5 HOLDINGS, INCNV5 HOLDINGS, INC545$12.6Kshares
IQDGWISDOMTREE TR309$12.3Kshares
PDPINVESCO EXCHANGE TRADED FD T109$11.8Kshares
DUHPDIMENSIONAL ETF TRUST326$11.6Kshares
AIOVIRTUS ARTIFICIAL INTELLIGEN389$9.65Kshares
TDVPROSHARES TR105$8.74Kshares
James Hardie Industries PLCJames Hardie Industries PLC323$8.69Kshares
THQABRDN HEALTHCARE OPPORTUNITI450$8.28Kshares
BDNBRANDYWINE RLTY TR1,840$7.89Kshares
GCOWPACER FDS TR195$7.4Kshares
CHWCALAMOS GBL DYN INCOME FUND1,000$7.13Kshares
WOLFSPEED INCWOLFSPEED INC17,761$7.08Kshares
BGRBLACKROCK ENERGY & RES TR500$6.63Kshares
CHARGEPOINT HLDGS INCCHARGEPOINT HLDGS INC9,150$6.43Kshares
FNKFIRST TR EXCHANGE-TRADED ALP124$6.42Kshares
FXZFIRST TR EXCHANGE-TRADED FD107$6.09Kshares
WDIWESTERN ASSET DIVERSIFIED IN400$5.94Kshares
FCORFIDELITY MERRIMACK STR TR125$5.92Kshares
POETPOET TECHNOLOGIES INC1,120$5.83Kshares
OPFIOPPFI INC400$5.6Kshares
SBLKSTAR BULK CARRIERS CORP.308$5.32Kshares
PARAMOUNT GLOBALPARAMOUNT GLOBAL394$5.08Kshares
TQQQPROSHARES TR60$4.98Kshares
JPSEJ P MORGAN EXCHANGE TRADED F103$4.68Kshares
LUCID GROUP INCLUCID GROUP INC2,045$4.32Kshares
NFTYFIRST TR EXCH TRD ALPHDX FD70$4.2Kshares
JIVEJ P MORGAN EXCHANGE TRADED F59$4.09Kshares
BTXBLACKROCK TECH AND PRIVATE E555$4.07Kshares
FUNSIX FLAGS ENTERTAINMENT CORP133$4.05Kshares
KRANESHARES TRUSTKRANESHARES TRUST322$4.03Kshares
PROPHASE LABS INCPROPHASE LABS INC10,000$3.91Kshares
PACIFIC PREMIER BANCORP INCPACIFIC PREMIER BANCORP INC179$3.77Kshares
VICEADVISORSHARES TR108$3.7Kshares
SouthState CorpSouthState Corp39$3.59Kshares
ASPNASPEN AEROGELS INC604$3.58Kshares
GNTGAMCO NAT RES GOLD & INCOME500$3.15Kshares
SYLDCAMBRIA ETF TR46$2.99Kshares
OPCHOPTION CARE HEALTH INC90$2.92Kshares
URAGLOBAL X FDS67$2.6Kshares
WNS HLDGS LTD COM SHSWNS HLDGS LTD COM SHS41$2.59Kshares
AMEDISYS INCAMEDISYS INC25$2.46Kshares
Vital Energy IncVital Energy Inc152$2.45Kshares
TEMA ETF TRUSTTEMA ETF TRUST105$2.39Kshares
SKWDSKYWARD SPECIALTY INS GROUP38$2.2Kshares
QUIKQUICKLOGIC CORP350$2.16Kshares
SCHNITZER STEEL INDUSTRIES …SCHNITZER STEEL INDUSTRIES INC72$2.14Kshares
VERVE THERAPEUTICS INCVERVE THERAPEUTICS INC188$2.11Kshares
CANTOR EQUITY PARTNERS INCCANTOR EQUITY PARTNERS INC70$1.95Kshares
BLFSBIOLIFE SOLUTIONS INC89$1.92Kshares
WEBULL CORPWEBULL CORP1,000$1.87Kshares
PARAMOUNT GLOBALPARAMOUNT GLOBAL81$1.86Kshares
ISEPINNOVATOR ETFS TRUST60$1.85Kshares
HDUSLATTICE STRATEGIES TR31$1.84Kshares
MOTIVANECK ETF TRUST52$1.8Kshares
ENSTAR GROUP LIMITEDENSTAR GROUP LIMITED5$1.68Kshares
HDMVFIRST TR EXCH TRADED FD III45$1.57Kshares
HUSVFIRST TR EXCH TRADED FD III39$1.56Kshares
SYFIAB ACTIVE ETFS INC42$1.51Kshares
MGNIMAGNITE INC62$1.5Kshares
FARO TECHNOLOGIES INCFARO TECHNOLOGIES INC33$1.45Kshares
UNITI GROUP INCUNITI GROUP INC285$1.23Kshares
HILLEVAX INCHILLEVAX INC600$1.19Kshares
NINE ENERGY SERVICE INCNINE ENERGY SERVICE INC1,540$1.19Kshares
AVDEAMERICAN CENTY ETF TR15$1.12Kshares
VIPER ENERGY INC-CL AVIPER ENERGY INC-CL A29$1.09Kshares
PSQHPSQ HOLDINGS INC500$1.02Kshares
DBBINVESCO DB MULTI-SECTOR COMM52$1.01Kshares
SPYINEOS ETF TRUST20$1.01Kshares
SUZSUZANO S A97$913shares

How Q3 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 0000012600-25-000011 base2025-11-12acceptance time not in the bulk data set