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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
BIPBROOKFIELD INFRASTRUCTURE PAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,129 shares; 2024Q4: 2,004 shares; 2025Q1: 2,045 shares; 2025Q2: 1,263 shares; 2025Q3: 1,355 shares 1,355$44.6K<0.01%+92Timeline
TOKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 554 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 330 shares 330$44.5K<0.01%0Timeline
CMCANADIAN IMPERIAL BANK OF COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,452 shares; 2024Q4: 1,109 shares; 2025Q1: 1,109 shares; 2025Q2: 696 shares; 2025Q3: 557 shares 557$44.5K<0.01%-139Timeline
XVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 757 shares; 2024Q4: 757 shares; 2025Q1: 757 shares; 2025Q2: 863 shares; 2025Q3: 863 shares 863$44.5K<0.01%0Timeline
FDECFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 631 shares; 2024Q4: 631 shares; 2025Q1: 631 shares; 2025Q2: 1,060 shares; 2025Q3: 896 shares 896$44.1K<0.01%-164Timeline
CAVACAVA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 436 shares; 2025Q1: 436 shares; 2025Q2: 633 shares; 2025Q3: 730 shares 730$44.1K<0.01%+97Timeline
OWLBLUE OWL CAPITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,471 shares; 2024Q4: 1,921 shares; 2025Q1: 1,921 shares; 2025Q2: 2,668 shares; 2025Q3: 2,603 shares 2,603$44.1K<0.01%-65Timeline
STMSTMICROELECTRONICS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,085 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,645 shares; 2025Q3: 1,557 shares 1,557$44K<0.01%-88Timeline
EQNREQUINOR ASAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,110 shares; 2024Q4: 1,108 shares; 2025Q1: 1,108 shares; 2025Q2: 1,883 shares; 2025Q3: 1,801 shares 1,801$43.9K<0.01%-82Timeline
FAUGFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81 shares; 2024Q4: 81 shares; 2025Q1: 81 shares; 2025Q2: 81 shares; 2025Q3: 845 shares 845$43.9K<0.01%+764Timeline
ACIOETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 678 shares; 2025Q3: 1,006 shares 1,006$43.7K<0.01%+328Timeline
JPUSJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352 shares; 2024Q4: 352 shares; 2025Q1: 352 shares; 2025Q2: 352 shares; 2025Q3: 352 shares 352$43.6K<0.01%0Timeline
AMCOR PLCAMCOR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,448 shares; 2024Q4: 4,393 shares; 2025Q1: 4,393 shares; 2025Q2: 3,638 shares; 2025Q3: 5,317 shares 5,317$43.5K<0.01%+1,679
MDBMONGODB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 517 shares; 2024Q4: 731 shares; 2025Q1: 731 shares; 2025Q2: 2,179 shares; 2025Q3: 140 shares 140$43.5K<0.01%-2,039Timeline
KTKT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,186 shares; 2024Q4: 3,730 shares; 2025Q1: 3,730 shares; 2025Q2: 1,874 shares; 2025Q3: 2,224 shares 2,224$43.4K<0.01%+350Timeline
SAICSCIENCE APPLICATIONS INTL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234 shares; 2024Q4: 233 shares; 2025Q1: 233 shares; 2025Q2: 487 shares; 2025Q3: 436 shares 436$43.3K<0.01%-51Timeline
ALGNALIGN TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,398 shares; 2024Q4: 1,881 shares; 2025Q1: 1,881 shares; 2025Q2: 1,078 shares; 2025Q3: 345 shares 345$43.2K<0.01%-733Timeline
UITBVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: not reported; 2025Q3: 908 shares 908$43.1K<0.01%newTimeline
MMSMAXIMUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 403 shares; 2025Q3: 472 shares 472$43.1K<0.01%+69Timeline
INSWINTERNATIONAL SEAWAYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 734 shares; 2025Q3: 934 shares 934$43K<0.01%+200Timeline
ZLABZAI LAB LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 290 shares; 2025Q1: 290 shares; 2025Q2: 1,373 shares; 2025Q3: 1,270 shares 1,270$43K<0.01%-103Timeline
SNSHARKNINJA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 260 shares; 2025Q3: 417 shares 417$43K<0.01%+157Timeline
DDFLINNOVATOR 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: not reported; 2025Q3: 2,129 shares 2,129$43K<0.01%newTimeline
FMSFRESENIUS MEDICAL CARE AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 987 shares; 2024Q4: 1,104 shares; 2025Q1: 1,104 shares; 2025Q2: 2,267 shares; 2025Q3: 1,632 shares 1,632$43K<0.01%-635Timeline
AXSAXIS CAP HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379 shares; 2024Q4: 417 shares; 2025Q1: 417 shares; 2025Q2: 418 shares; 2025Q3: 448 shares 448$42.9K<0.01%+30Timeline
AMPHAMPHASTAR PHARMACEUTICALS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 967 shares; 2024Q4: 783 shares; 2025Q1: 783 shares; 2025Q2: 18 shares; 2025Q3: 1,604 shares 1,604$42.7K<0.01%+1,586Timeline
FXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,037 shares; 2024Q4: 1,037 shares; 2025Q1: 1,037 shares; 2025Q2: 1,037 shares; 2025Q3: 1,037 shares 1,037$42.7K<0.01%0Timeline
TRNOTERRENO RLTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,444 shares; 2024Q4: 1,305 shares; 2025Q1: 1,305 shares; 2025Q2: 947 shares; 2025Q3: 750 shares 750$42.6K<0.01%-197Timeline
MUSTCOLUMBIA ETF TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,420 shares; 2024Q4: 2,736 shares; 2025Q1: 2,736 shares; 2025Q2: 1,220 shares; 2025Q3: 2,066 shares 2,066$42.4K<0.01%+846Timeline
HERDPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,132 shares; 2025Q3: 1,000 shares 1,000$42.4K<0.01%-132Timeline
PLNTPLANET FITNESS MASTER ISSUERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,635 shares; 2024Q4: 649 shares; 2025Q1: 649 shares; 2025Q2: 529 shares; 2025Q3: 408 shares 408$42.4K<0.01%-121Timeline
ZJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,039 shares; 2024Q4: 102,294 shares; 2025Q1: 102,294 shares; 2025Q2: 83,164 shares; 2025Q3: 1,473 shares 1,473$42.3K<0.01%-81,691Timeline
JPEFJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 571 shares; 2024Q4: 571 shares; 2025Q1: 571 shares; 2025Q2: 571 shares; 2025Q3: 571 shares 571$42.3K<0.01%0Timeline
ALLYALLY FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 555 shares; 2024Q4: 1,051 shares; 2025Q1: 1,051 shares; 2025Q2: 1,000 shares; 2025Q3: 1,076 shares 1,076$42.2K<0.01%+76Timeline
SITESITEONE LANDSCAPE SUPPLY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 246 shares; 2025Q1: 246 shares; 2025Q2: 328 shares; 2025Q3: 327 shares 327$42.1K<0.01%-1Timeline
EXPOEXPONENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 784 shares; 2024Q4: 733 shares; 2025Q1: 733 shares; 2025Q2: 625 shares; 2025Q3: 606 shares 606$42.1K<0.01%-19Timeline
VTWGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares 180$42.1K<0.01%0Timeline
MOSMOSAIC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411 shares; 2024Q4: 591 shares; 2025Q1: 591 shares; 2025Q2: 1,201 shares; 2025Q3: 1,211 shares 1,211$42K<0.01%+10Timeline
FULTFULTON FINL CORP PAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 1,430 shares; 2025Q1: 1,430 shares; 2025Q2: 2,126 shares; 2025Q3: 2,241 shares 2,241$41.8K<0.01%+115Timeline
DXJWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,375 shares; 2024Q4: 1,224 shares; 2025Q1: 1,224 shares; 2025Q2: 681 shares; 2025Q3: 325 shares 325$41.6K<0.01%-356Timeline
BCCBOISE CASCADE CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328 shares; 2024Q4: 473 shares; 2025Q1: 473 shares; 2025Q2: 543 shares; 2025Q3: 538 shares 538$41.6K<0.01%-5Timeline
BARGRANITESHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,275 shares; 2024Q4: 17,105 shares; 2025Q1: 17,105 shares; 2025Q2: 12,719 shares; 2025Q3: 1,091 shares 1,091$41.5K<0.01%-11,628Timeline
DHSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 412 shares; 2024Q4: 412 shares; 2025Q1: 412 shares; 2025Q2: 424 shares; 2025Q3: 412 shares 412$41.5K<0.01%-12Timeline
ROBTFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 784 shares; 2025Q3: 784 shares 784$41.5K<0.01%0Timeline
EESWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 480 shares; 2024Q4: 474 shares; 2025Q1: 879 shares; 2025Q2: 739 shares; 2025Q3: 739 shares 739$41.3K<0.01%0Timeline
AMXAMERICA MOVIL SAB DE CVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,651 shares; 2024Q4: 1,651 shares; 2025Q1: 1,651 shares; 2025Q2: 1,678 shares; 2025Q3: 1,965 shares 1,965$41.3K<0.01%+287Timeline
SLGNSILGAN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 792 shares; 2025Q1: 792 shares; 2025Q2: 1,638 shares; 2025Q3: 959 shares 959$41.2K<0.01%-679Timeline
VTRSVIATRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 865 shares; 2024Q4: 2,331 shares; 2025Q1: 2,331 shares; 2025Q2: 4,124 shares; 2025Q3: 4,156 shares 4,156$41.1K<0.01%+32Timeline
AFRMAFFIRM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,075 shares; 2024Q4: 409 shares; 2025Q1: 409 shares; 2025Q2: 505 shares; 2025Q3: 563 shares 563$41.1K<0.01%+58Timeline
VOYAVOYA FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,497 shares; 2024Q4: 1,496 shares; 2025Q1: 1,496 shares; 2025Q2: 811 shares; 2025Q3: 550 shares 550$41.1K<0.01%-261Timeline
ISCFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000$41.1K<0.01%0Timeline
HTHHILLTOP HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410 shares; 2024Q4: 773 shares; 2025Q1: 773 shares; 2025Q2: 1,164 shares; 2025Q3: 1,228 shares 1,228$41K<0.01%+64Timeline
EUFNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 255 shares; 2025Q1: 255 shares; 2025Q2: 1,076 shares; 2025Q3: 1,191 shares 1,191$40.9K<0.01%+115Timeline
GOLYSTRATEGY SHSQuarterly 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: 681 shares; 2025Q3: 1,235 shares 1,235$40.8K<0.01%+554Timeline
PJTPJT PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 199 shares; 2025Q1: 199 shares; 2025Q2: 305 shares; 2025Q3: 229 shares 229$40.7K<0.01%-76Timeline
RWKINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368 shares; 2024Q4: 337 shares; 2025Q1: 337 shares; 2025Q2: 325 shares; 2025Q3: 325 shares 325$40.6K<0.01%0Timeline
GPKGRAPHIC PACKAGING HLDG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,097 shares; 2024Q4: 1,241 shares; 2025Q1: 1,241 shares; 2025Q2: 1,431 shares; 2025Q3: 2,072 shares 2,072$40.5K<0.01%+641Timeline
AFGAMERICAN FINANCIAL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213 shares; 2024Q4: 226 shares; 2025Q1: 226 shares; 2025Q2: 263 shares; 2025Q3: 278 shares 278$40.5K<0.01%+15Timeline
IYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,081 shares; 2024Q4: 5,997 shares; 2025Q1: 5,997 shares; 2025Q2: 622 shares; 2025Q3: 451 shares 451$40.4K<0.01%-171Timeline
RPVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 485 shares; 2024Q4: 485 shares; 2025Q1: 485 shares; 2025Q2: 431 shares; 2025Q3: 405 shares 405$40.2K<0.01%-26Timeline
XFEBFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares 1,150$40.2K<0.01%0Timeline
SMMUPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 33 shares; 2025Q3: 794 shares 794$40.2K<0.01%+761Timeline
FDMOFIDELITY COVINGTON 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: 451 shares; 2025Q3: 480 shares 480$39.9K<0.01%+29Timeline
DIVGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,250 shares; 2024Q4: 4,250 shares; 2025Q1: 4,250 shares; 2025Q2: 4,250 shares; 2025Q3: 2,250 shares 2,250$39.8K<0.01%-2,000Timeline
TAILCAMBRIA 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: 2,354 shares; 2025Q3: 3,340 shares 3,340$39.5K<0.01%+986Timeline
WTSWATTS WATER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268 shares; 2024Q4: 266 shares; 2025Q1: 266 shares; 2025Q2: 116 shares; 2025Q3: 141 shares 141$39.4K<0.01%+25Timeline
TPCTUTOR PERINI 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: not reported; 2025Q3: 600 shares 600$39.4K<0.01%newTimeline
IXORIX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247 shares; 2024Q4: 242 shares; 2025Q1: 242 shares; 2025Q2: 1,360 shares; 2025Q3: 1,506 shares 1,506$39.3K<0.01%+146Timeline
ENSENERSYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 351 shares; 2024Q4: 366 shares; 2025Q1: 366 shares; 2025Q2: 342 shares; 2025Q3: 346 shares 346$39.1K<0.01%+4Timeline
UDRUDR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 910 shares; 2024Q4: 1,066 shares; 2025Q1: 1,066 shares; 2025Q2: 1,155 shares; 2025Q3: 1,047 shares 1,047$39K<0.01%-108Timeline
CVIEMORGAN 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: 570 shares 570$38.9K<0.01%newTimeline
ITDFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,055 shares; 2025Q1: 1,055 shares; 2025Q2: 1,055 shares; 2025Q3: 1,055 shares 1,055$38.7K<0.01%0Timeline
IONQIONQ 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: 307 shares; 2025Q3: 630 shares 630$38.7K<0.01%+323Timeline
KTOSKRATOS DEFENSE & SEC SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 386 shares; 2025Q3: 424 shares 424$38.7K<0.01%+38Timeline
FXDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 565 shares; 2024Q4: 565 shares; 2025Q1: 565 shares; 2025Q2: 565 shares; 2025Q3: 565 shares 565$38.5K<0.01%0Timeline
PEBPEBBLEBROOK HOTEL TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,489 shares; 2024Q4: 2,603 shares; 2025Q1: 2,603 shares; 2025Q2: 2,821 shares; 2025Q3: 3,381 shares 3,381$38.5K<0.01%+560Timeline
FANFIRST TR EXCHANGE-TRADED FDQuarterly 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: 2,000 shares 2,000$38.4K<0.01%0Timeline
CLFCLEVELAND-CLIFFS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 897 shares; 2024Q4: 774 shares; 2025Q1: 774 shares; 2025Q2: 2,070 shares; 2025Q3: 3,144 shares 3,144$38.4K<0.01%+1,074Timeline
WMSADVANCED DRAIN SYS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 265 shares; 2025Q3: 276 shares 276$38.3K<0.01%+11Timeline
FXUFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 847 shares; 2024Q4: 847 shares; 2025Q1: 847 shares; 2025Q2: 840 shares; 2025Q3: 840 shares 840$38.2K<0.01%0Timeline
SMAYFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,507 shares; 2024Q4: 1,507 shares; 2025Q1: 1,507 shares; 2025Q2: 1,507 shares; 2025Q3: 1,507 shares 1,507$38.2K<0.01%0Timeline
GSEPFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000$38.1K<0.01%0Timeline
CUZCOUSINS PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,127 shares; 2024Q4: 1,174 shares; 2025Q1: 1,174 shares; 2025Q2: 1,326 shares; 2025Q3: 1,315 shares 1,315$38.1K<0.01%-11Timeline
FFAFIRST TR ENHANCED EQUITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,768 shares; 2024Q4: 1,768 shares; 2025Q1: 1,768 shares; 2025Q2: 1,768 shares; 2025Q3: 1,768 shares 1,768$38K<0.01%0Timeline
RHIROBERT HALF INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,263 shares; 2024Q4: 1,377 shares; 2025Q1: 1,377 shares; 2025Q2: 1,140 shares; 2025Q3: 1,118 shares 1,118$38K<0.01%-22Timeline
HFXINYLIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 615 shares; 2025Q1: 615 shares; 2025Q2: 715 shares; 2025Q3: 1,222 shares 1,222$37.9K<0.01%+507Timeline
SEIXVIRTUS ETF TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,076 shares; 2024Q4: 989 shares; 2025Q1: 989 shares; 2025Q2: 5,574 shares; 2025Q3: 1,605 shares 1,605$37.9K<0.01%-3,969Timeline
VIAVVIAVI SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,810 shares; 2024Q4: 2,908 shares; 2025Q1: 2,908 shares; 2025Q2: 2,852 shares; 2025Q3: 2,976 shares 2,976$37.8K<0.01%+124Timeline
RISRTIDAL TRUST IQuarterly 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: 800 shares; 2025Q3: 1,051 shares 1,051$37.7K<0.01%+251Timeline
RTHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares 150$37.6K<0.01%0Timeline
MDUMDU RES GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 556 shares; 2024Q4: 1,470 shares; 2025Q1: 1,470 shares; 2025Q2: 2,189 shares; 2025Q3: 2,110 shares 2,110$37.6K<0.01%-79Timeline
FMCFMC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 735 shares; 2024Q4: 990 shares; 2025Q1: 990 shares; 2025Q2: 820 shares; 2025Q3: 1,116 shares 1,116$37.5K<0.01%+296Timeline
GJULFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 925 shares 925$37.5K<0.01%+525Timeline
ICOWPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,255 shares; 2024Q4: 2,230 shares; 2025Q1: 2,230 shares; 2025Q2: 1,230 shares; 2025Q3: 1,030 shares 1,030$37.5K<0.01%-200Timeline
MTSIMACOM TECH SOLUTIONS HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122 shares; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 301 shares; 2025Q3: 301 shares 301$37.5K<0.01%0Timeline
WCMIFIRST TR EXCHANGE-TRADED FDQuarterly 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: 2,212 shares 2,212$37.3K<0.01%newTimeline
DDWMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 853 shares; 2024Q4: 892 shares; 2025Q1: 892 shares; 2025Q2: 892 shares; 2025Q3: 892 shares 892$37.3K<0.01%0Timeline
ULSUL SOLUTIONS 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: 31 shares; 2025Q3: 526 shares 526$37.3K<0.01%+495Timeline
QSPTFIRST 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: 1,200 shares 1,200$37.3K<0.01%newTimeline
VODVODAFONE GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,885 shares; 2024Q4: 2,702 shares; 2025Q1: 2,702 shares; 2025Q2: 3,134 shares; 2025Q3: 3,210 shares 3,210$37.2K<0.01%+76Timeline
XHRXENIA HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,422 shares; 2024Q4: 1,296 shares; 2025Q1: 1,296 shares; 2025Q2: 2,066 shares; 2025Q3: 2,712 shares 2,712$37.2K<0.01%+646Timeline
HEEMISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,219 shares; 2024Q4: 1,106 shares; 2025Q1: 1,106 shares; 2025Q2: 1,105 shares; 2025Q3: 1,105 shares 1,105$37.2K<0.01%0Timeline
CCOICOGENT COMM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 62 shares; 2025Q3: 968 shares 968$37.1K<0.01%+906Timeline
UFOXETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,256 shares; 2024Q4: 800 shares; 2025Q1: 825 shares; 2025Q2: 600 shares; 2025Q3: 600 shares 600$37K<0.01%0Timeline
VFLABRDN NATL MUN INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,597 shares; 2024Q4: 5,097 shares; 2025Q1: 5,097 shares; 2025Q2: 4,097 shares; 2025Q3: 3,597 shares 3,597$36.9K<0.01%-500Timeline
MLRGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 395 shares; 2024Q4: 392 shares; 2025Q1: 392 shares; 2025Q2: 399 shares; 2025Q3: 399 shares 399$36.9K<0.01%0Timeline
AESAES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,098 shares; 2024Q4: 1,632 shares; 2025Q1: 1,632 shares; 2025Q2: 1,656 shares; 2025Q3: 2,799 shares 2,799$36.8K<0.01%+1,143Timeline
NOKNOKIA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,034 shares; 2024Q4: 4,528 shares; 2025Q1: 4,528 shares; 2025Q2: 7,236 shares; 2025Q3: 7,657 shares 7,657$36.8K<0.01%+421Timeline
JAZZJAZZ PHARMACEUTICALS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 254 shares; 2025Q3: 279 shares 279$36.8K<0.01%+25Timeline
GPORGULFPORT ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 199 shares; 2025Q3: 203 shares 203$36.7K<0.01%+4Timeline
EZUISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 486 shares; 2024Q4: 418 shares; 2025Q1: 418 shares; 2025Q2: 565 shares; 2025Q3: 591 shares 591$36.6K<0.01%+26Timeline
PFIXSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 303 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 657 shares; 2025Q3: 757 shares 757$36.5K<0.01%+100Timeline
FOCTFIRST 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: 767 shares; 2025Q1: 767 shares; 2025Q2: 767 shares; 2025Q3: 767 shares 767$36.4K<0.01%0Timeline
CPBTHE CAMPBELLS COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 637 shares; 2024Q4: 927 shares; 2025Q1: 927 shares; 2025Q2: 506 shares; 2025Q3: 1,153 shares 1,153$36.4K<0.01%+647Timeline
RITMRITHM CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,755 shares; 2024Q4: 2,454 shares; 2025Q1: 2,454 shares; 2025Q2: 2,721 shares; 2025Q3: 3,185 shares 3,185$36.3K<0.01%+464Timeline
SNDKSANDISK 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: 366 shares; 2025Q3: 323 shares 323$36.2K<0.01%-43Timeline
QBUFINNOVATOR 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: 1,261 shares; 2025Q3: 1,261 shares 1,261$36.2K<0.01%0Timeline
FDHYFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 915 shares; 2024Q4: 924 shares; 2025Q1: 924 shares; 2025Q2: 975 shares; 2025Q3: 734 shares 734$36.2K<0.01%-241Timeline
IYLDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,327 shares; 2024Q4: 1,362 shares; 2025Q1: 1,362 shares; 2025Q2: 1,378 shares; 2025Q3: 1,699 shares 1,699$36.1K<0.01%+321Timeline
EMNTPIMCO 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: 983 shares; 2025Q3: 365 shares 365$36.1K<0.01%-618Timeline
TPYPTORTOISE CAPITAL SERIES TRUSQuarterly 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: 1,033 shares; 2025Q3: 987 shares 987$36K<0.01%-46Timeline
NUMVNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,924 shares; 2024Q4: 869 shares; 2025Q1: 869 shares; 2025Q2: 869 shares; 2025Q3: 928 shares 928$35.9K<0.01%+59Timeline
PBHPRESTIGE CONSMR HEALTHCARE IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 742 shares; 2024Q4: 778 shares; 2025Q1: 778 shares; 2025Q2: 968 shares; 2025Q3: 575 shares 575$35.9K<0.01%-393Timeline
LEMBISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 851 shares; 2024Q4: 851 shares; 2025Q1: 851 shares; 2025Q2: 869 shares; 2025Q3: 869 shares 869$35.8K<0.01%0Timeline
QJUNFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378 shares; 2024Q4: 378 shares; 2025Q1: 378 shares; 2025Q2: 1,146 shares; 2025Q3: 1,146 shares 1,146$35.7K<0.01%0Timeline
ANFABERCROMBIE & FITCH COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 678 shares; 2025Q3: 417 shares 417$35.6K<0.01%-261Timeline
OCTHINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,475 shares; 2025Q1: 1,475 shares; 2025Q2: 1,475 shares; 2025Q3: 1,475 shares 1,475$35.5K<0.01%0Timeline
FUMBFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,725 shares; 2024Q4: 1,725 shares; 2025Q1: 1,725 shares; 2025Q2: 1,763 shares; 2025Q3: 1,763 shares 1,763$35.4K<0.01%0Timeline
PNQIINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 574 shares; 2024Q4: 574 shares; 2025Q1: 574 shares; 2025Q2: 634 shares; 2025Q3: 634 shares 634$35.4K<0.01%0Timeline
DBAINVESCO DB MULTI-SECTOR COMMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 1,315 shares; 2025Q3: 1,315 shares 1,315$35.2K<0.01%0Timeline
SPGPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 96 shares; 2025Q3: 309 shares 309$35.1K<0.01%+213Timeline
CWISPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000$34.9K<0.01%0Timeline
KIMKIMCO REALTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,386 shares; 2024Q4: 1,728 shares; 2025Q1: 1,728 shares; 2025Q2: 1,490 shares; 2025Q3: 1,588 shares 1,588$34.7K<0.01%+98Timeline
MTHMERITAGE HOMES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 481 shares; 2025Q3: 477 shares 477$34.5K<0.01%-4Timeline
MKSIMKS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189 shares; 2024Q4: 176 shares; 2025Q1: 176 shares; 2025Q2: 253 shares; 2025Q3: 279 shares 279$34.5K<0.01%+26Timeline
JMEEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 659 shares; 2024Q4: 649 shares; 2025Q1: 649 shares; 2025Q2: 324 shares; 2025Q3: 544 shares 544$34.5K<0.01%+220Timeline
LADRLADDER CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,039 shares; 2024Q4: 2,270 shares; 2025Q1: 2,270 shares; 2025Q2: 3,149 shares; 2025Q3: 3,157 shares 3,157$34.4K<0.01%+8Timeline
ECGEVERUS CONSTR GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 404 shares; 2025Q1: 404 shares; 2025Q2: 432 shares; 2025Q3: 400 shares 400$34.3K<0.01%-32Timeline
BOXXEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 300 shares 300$34.2K<0.01%-700Timeline
FYXFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,599 shares; 2024Q4: 6,010 shares; 2025Q1: 6,010 shares; 2025Q2: 6,426 shares; 2025Q3: 313 shares 313$34.1K<0.01%-6,113Timeline
ONCBEONE MEDICINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 84 shares; 2025Q3: 100 shares 100$34.1K<0.01%+16Timeline
FSMBFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,552 shares; 2024Q4: 1,552 shares; 2025Q1: 1,552 shares; 2025Q2: 1,552 shares; 2025Q3: 1,695 shares 1,695$34K<0.01%+143Timeline
CHECHEMED CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 82 shares; 2025Q3: 76 shares 76$34K<0.01%-6Timeline
KWRQUAKER HOUGHTONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 124 shares; 2025Q3: 258 shares 258$34K<0.01%+134Timeline
HYEMVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,229 shares; 2024Q4: 838 shares; 2025Q1: 838 shares; 2025Q2: 1,121 shares; 2025Q3: 1,695 shares 1,695$34K<0.01%+574Timeline
RBCRBC BEARINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 87 shares 87$34K<0.01%0Timeline
XMYDXBLACKROCK MUNIYIELD FUNDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,683 shares; 2024Q4: 3,315 shares; 2025Q1: 3,315 shares; 2025Q2: 3,215 shares; 2025Q3: 3,215 shares 3,215$34K<0.01%0Timeline
INVAINNOVIVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,010 shares; 2024Q4: 1,094 shares; 2025Q1: 1,094 shares; 2025Q2: 1,855 shares; 2025Q3: 1,860 shares 1,860$33.9K<0.01%+5Timeline
KEKIMBALL ELECTRONICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 799 shares; 2024Q4: 587 shares; 2025Q1: 587 shares; 2025Q2: 1,133 shares; 2025Q3: 1,133 shares 1,133$33.8K<0.01%0Timeline
RGENREPLIGEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 353 shares; 2024Q4: 361 shares; 2025Q1: 361 shares; 2025Q2: 273 shares; 2025Q3: 253 shares 253$33.8K<0.01%-20Timeline
CEFSPROTT ASSET MANAGEMENT LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 920 shares; 2025Q3: 920 shares 920$33.8K<0.01%0Timeline
FLGFLAGSTAR BANK NATIONAL ASSOCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333 shares; 2024Q4: 333 shares; 2025Q1: 333 shares; 2025Q2: 2,787 shares; 2025Q3: 2,892 shares 2,892$33.4K<0.01%+105Timeline
GPIQGOLDMAN SACHS 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: 135 shares; 2025Q3: 635 shares 635$33.3K<0.01%+500Timeline
HEDJWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 864 shares; 2024Q4: 839 shares; 2025Q1: 839 shares; 2025Q2: 660 shares; 2025Q3: 660 shares 660$33.3K<0.01%0Timeline
TGRWT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 730 shares; 2024Q4: 730 shares; 2025Q1: 730 shares; 2025Q2: 730 shares; 2025Q3: 730 shares 730$33.3K<0.01%0Timeline
IHYVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares 1,500$33.2K<0.01%0Timeline
AGMFEDERAL AGRIC MTG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 191 shares; 2025Q3: 197 shares 197$33.1K<0.01%+6Timeline
IEXIDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238 shares; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 298 shares; 2025Q3: 203 shares 203$33K<0.01%-95Timeline
REZIRESIDEO TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 402 shares; 2024Q4: 674 shares; 2025Q1: 674 shares; 2025Q2: 781 shares; 2025Q3: 762 shares 762$32.9K<0.01%-19Timeline
IEURISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 173 shares; 2025Q3: 483 shares 483$32.9K<0.01%+310Timeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 312 shares; 2025Q3: 305 shares 305$32.9K<0.01%-7Timeline
GNOVFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 978 shares; 2024Q4: 978 shares; 2025Q1: 978 shares; 2025Q2: 862 shares; 2025Q3: 862 shares 862$32.8K<0.01%0Timeline
INMUBLACKROCK 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: not reported; 2025Q1: not reported; 2025Q2: 1,370 shares; 2025Q3: 1,370 shares 1,370$32.8K<0.01%0Timeline
KAPRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 757 shares; 2024Q4: 1,036 shares; 2025Q1: 1,036 shares; 2025Q2: 958 shares; 2025Q3: 958 shares 958$32.8K<0.01%0Timeline
CAKECHEESECAKE FACTORY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 599 shares; 2025Q3: 599 shares 599$32.7K<0.01%0Timeline
DYDYCOM INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 494 shares; 2024Q4: 492 shares; 2025Q1: 492 shares; 2025Q2: 224 shares; 2025Q3: 112 shares 112$32.7K<0.01%-112Timeline
MARMFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000$32.6K<0.01%0Timeline
MRAMEVERSPIN TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares 3,500$32.6K<0.01%0Timeline
MDGLMADRIGAL PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 76 shares; 2025Q3: 71 shares 71$32.6K<0.01%-5Timeline
TMDXTRANSMEDICS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19 shares; 2025Q3: 290 shares 290$32.5K<0.01%+271Timeline
CORZCORE SCIENTIFIC INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 1,811 shares; 2025Q3: 1,811 shares 1,811$32.5K<0.01%0Timeline
MORGAN STANLEY ETF TRUSTMORGAN 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: 437 shares 437$32.5K<0.01%new
RZVINVESCO EXCHANGE TRADED FD TQuarterly 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: 275 shares; 2025Q2: 275 shares; 2025Q3: 275 shares 275$32.5K<0.01%0Timeline
EPAMEPAM SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 533 shares; 2025Q3: 215 shares 215$32.4K<0.01%-318Timeline
FISRSSGA ACTIVE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,166 shares; 2024Q4: 4,377 shares; 2025Q1: 4,377 shares; 2025Q2: 19,221 shares; 2025Q3: 1,244 shares 1,244$32.4K<0.01%-17,977Timeline
BANFBANCFIRST CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 204 shares; 2025Q1: 204 shares; 2025Q2: 173 shares; 2025Q3: 256 shares 256$32.4K<0.01%+83Timeline
LSTRLANDSTAR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 281 shares; 2025Q1: 281 shares; 2025Q2: 254 shares; 2025Q3: 264 shares 264$32.4K<0.01%+10Timeline
PPLIPEOPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373 shares; 2024Q4: 386 shares; 2025Q1: 386 shares; 2025Q2: 967 shares; 2025Q3: 946 shares 946$32.2K<0.01%-21Timeline
QMARFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,378 shares; 2025Q1: 1,378 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000$32.2K<0.01%0Timeline
KCESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 210 shares; 2025Q3: 210 shares 210$32.1K<0.01%0Timeline
SMDVPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: 312 shares; 2025Q1: 312 shares; 2025Q2: 481 shares; 2025Q3: 481 shares 481$32.1K<0.01%0Timeline
SUNSUNOCO LP/SUNOCO FIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 698 shares; 2024Q4: 504 shares; 2025Q1: 504 shares; 2025Q2: 1,327 shares; 2025Q3: 641 shares 641$32K<0.01%-686Timeline
RQICOHEN & STEERS QUALITY INCOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,504 shares; 2024Q4: 2,858 shares; 2025Q1: 2,858 shares; 2025Q2: 2,565 shares; 2025Q3: 2,565 shares 2,565$32K<0.01%0Timeline
PFFAETFIS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,489 shares; 2024Q4: 3,495 shares; 2025Q1: 3,495 shares; 2025Q2: 706 shares; 2025Q3: 1,473 shares 1,473$32K<0.01%+767Timeline
CHHCHOICE HOTELS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 586 shares; 2024Q4: 603 shares; 2025Q1: 603 shares; 2025Q2: 537 shares; 2025Q3: 299 shares 299$32K<0.01%-238Timeline
PPHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 254 shares; 2025Q1: 254 shares; 2025Q2: 353 shares; 2025Q3: 353 shares 353$31.9K<0.01%0Timeline
FEMBFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,278 shares; 2024Q4: 1,004 shares; 2025Q1: 1,004 shares; 2025Q2: 1,101 shares; 2025Q3: 1,083 shares 1,083$31.8K<0.01%-18Timeline
FSSFEDERAL SIGNAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 208 shares; 2025Q1: 208 shares; 2025Q2: 273 shares; 2025Q3: 266 shares 266$31.7K<0.01%-7Timeline
XJUNFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares 750$31.7K<0.01%0Timeline
INFYINFOSYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,555 shares; 2024Q4: 4,822 shares; 2025Q1: 4,822 shares; 2025Q2: 2,623 shares; 2025Q3: 1,944 shares 1,944$31.6K<0.01%-679Timeline
HWKNHAWKINS 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: 211 shares; 2025Q3: 173 shares 173$31.6K<0.01%-38Timeline
UGIUGI CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,497 shares; 2024Q4: 764 shares; 2025Q1: 764 shares; 2025Q2: 807 shares; 2025Q3: 948 shares 948$31.5K<0.01%+141Timeline
PDMPIEDMONT REALTY TRUST 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: 3,500 shares 3,500$31.5K<0.01%newTimeline
COLLCOLLEGIUM PHARMACEUTICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 895 shares; 2024Q4: 895 shares; 2025Q1: 895 shares; 2025Q2: 900 shares; 2025Q3: 900 shares 900$31.5K<0.01%0Timeline
AVAVAEROVIRONMENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 701 shares; 2025Q1: 701 shares; 2025Q2: 711 shares; 2025Q3: 100 shares 100$31.5K<0.01%-611Timeline
FJANFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425 shares; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 627 shares; 2025Q3: 627 shares 627$31.4K<0.01%0Timeline
RNGRINGCENTRAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 457 shares; 2025Q1: 457 shares; 2025Q2: 578 shares; 2025Q3: 1,102 shares 1,102$31.2K<0.01%+524Timeline
NMBSIMPLIFY 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: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,218 shares; 2025Q3: 1,237 shares 1,237$31.2K<0.01%+19Timeline
AGNGGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,704 shares; 2024Q4: 19,945 shares; 2025Q1: 21,346 shares; 2025Q2: 3,389 shares; 2025Q3: 932 shares 932$31.2K<0.01%-2,457Timeline
AHRAMERICAN HEALTHCARE REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 924 shares; 2024Q4: 1,042 shares; 2025Q1: 1,042 shares; 2025Q2: 824 shares; 2025Q3: 741 shares 741$31.1K<0.01%-83Timeline
COLDAMERICOLD REALTY TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,024 shares; 2024Q4: 2,484 shares; 2025Q1: 2,484 shares; 2025Q2: 3,146 shares; 2025Q3: 2,535 shares 2,535$31K<0.01%-611Timeline
IBDWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,268 shares; 2024Q4: 1,268 shares; 2025Q1: 1,268 shares; 2025Q2: 1,073 shares; 2025Q3: 1,460 shares 1,460$31K<0.01%+387Timeline
ZETAZETA GLOBAL HOLDINGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 226 shares; 2025Q1: 226 shares; 2025Q2: 2,875 shares; 2025Q3: 1,559 shares 1,559$31K<0.01%-1,316Timeline
LOPEGRAND CANYON ED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 121 shares; 2025Q1: 121 shares; 2025Q2: 101 shares; 2025Q3: 141 shares 141$31K<0.01%+40Timeline
INCMFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,275 shares; 2024Q4: 5,340 shares; 2025Q1: 5,340 shares; 2025Q2: 1,455 shares; 2025Q3: 1,115 shares 1,115$30.9K<0.01%-340Timeline
BLBDBLUE BIRD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 277 shares; 2025Q3: 537 shares 537$30.9K<0.01%+260Timeline
IBDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,024 shares; 2024Q4: 1,024 shares; 2025Q1: 1,024 shares; 2025Q2: 1,024 shares; 2025Q3: 1,394 shares 1,394$30.9K<0.01%+370Timeline
APAAPA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 641 shares; 2025Q3: 1,271 shares 1,271$30.9K<0.01%+630Timeline
MDYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,619 shares; 2024Q4: 34,330 shares; 2025Q1: 34,330 shares; 2025Q2: 427 shares; 2025Q3: 368 shares 368$30.7K<0.01%-59Timeline
LIFLIFE360 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: 275 shares; 2025Q3: 288 shares 288$30.6K<0.01%+13Timeline
KNFKNIFE RIVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 374 shares; 2025Q3: 398 shares 398$30.6K<0.01%+24Timeline
VAWVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 181 shares; 2025Q1: 181 shares; 2025Q2: 165 shares; 2025Q3: 149 shares 149$30.5K<0.01%-16Timeline
XCHYXCALAMOS CONV & HIGH INCOME FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,459 shares; 2024Q4: 4,479 shares; 2025Q1: 4,539 shares; 2025Q2: 2,708 shares; 2025Q3: 2,714 shares 2,714$30.5K<0.01%+6Timeline
LRGFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,561 shares; 2025Q1: 1,561 shares; 2025Q2: 376 shares; 2025Q3: 439 shares 439$30.3K<0.01%+63Timeline
PVHPVH CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: 361 shares; 2025Q3: 362 shares 362$30.3K<0.01%+1Timeline
TECHBIO-TECHNE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 286 shares; 2025Q1: 286 shares; 2025Q2: 421 shares; 2025Q3: 545 shares 545$30.3K<0.01%+124Timeline
BROSDUTCH BROS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280 shares; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 647 shares; 2025Q3: 579 shares 579$30.3K<0.01%-68Timeline
CGCBCAPITAL GRP FIXED INCM ETF TQuarterly 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: 1,264 shares; 2025Q3: 1,139 shares 1,139$30.3K<0.01%-125Timeline
DOCTFIRST 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: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares 700$30.2K<0.01%0Timeline
HRBBLOCK H & R INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,766 shares; 2024Q4: 9,104 shares; 2025Q1: 9,104 shares; 2025Q2: 937 shares; 2025Q3: 597 shares 597$30.2K<0.01%-340Timeline
DGTSPDR 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: 186 shares; 2025Q3: 186 shares 186$30.1K<0.01%0Timeline
ABEVAMBEV SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,147 shares; 2024Q4: 34,678 shares; 2025Q1: 34,678 shares; 2025Q2: 12,973 shares; 2025Q3: 13,385 shares 13,385$29.8K<0.01%+412Timeline
PHOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 590 shares; 2025Q1: 590 shares; 2025Q2: 430 shares; 2025Q3: 413 shares 413$29.8K<0.01%-17Timeline
EGEVEREST GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,559 shares; 2024Q4: 496 shares; 2025Q1: 496 shares; 2025Q2: 175 shares; 2025Q3: 85 shares 85$29.8K<0.01%-90Timeline
EWGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,199 shares; 2024Q4: 246,828 shares; 2025Q1: 246,828 shares; 2025Q2: 772 shares; 2025Q3: 713 shares 713$29.7K<0.01%-59Timeline
ACVFETF OPPORTUNITIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 610 shares; 2024Q4: 610 shares; 2025Q1: 610 shares; 2025Q2: 610 shares; 2025Q3: 601 shares 601$29.6K<0.01%-9Timeline
PICKISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 784 shares; 2024Q4: 874 shares; 2025Q1: 874 shares; 2025Q2: 803 shares; 2025Q3: 666 shares 666$29.6K<0.01%-137Timeline
OUSAALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 524 shares; 2024Q4: 524 shares; 2025Q1: 524 shares; 2025Q2: 524 shares; 2025Q3: 524 shares 524$29.6K<0.01%0Timeline
SLMSLM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 955 shares; 2025Q3: 1,068 shares 1,068$29.6K<0.01%+113Timeline
ECCEAGLE POINT CR COQuarterly 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: 4,440 shares 4,440$29.3K<0.01%+2,440Timeline
FBKFB FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 535 shares; 2025Q1: 535 shares; 2025Q2: 526 shares; 2025Q3: 526 shares 526$29.3K<0.01%0Timeline
MCRIMONARCH CASINO & RESORT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 57 shares; 2025Q3: 277 shares 277$29.3K<0.01%+220Timeline
KORPAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 696 shares; 2024Q4: 629 shares; 2025Q1: 629 shares; 2025Q2: 611 shares; 2025Q3: 611 shares 611$29.1K<0.01%0Timeline
BKUIBNY MELLON ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 580 shares; 2024Q4: 580 shares; 2025Q1: 580 shares; 2025Q2: 580 shares; 2025Q3: 580 shares 580$29K<0.01%0Timeline
CNXCCONCENTRIX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 335 shares; 2025Q1: 335 shares; 2025Q2: 244 shares; 2025Q3: 626 shares 626$28.9K<0.01%+382Timeline
SNEXSTONEX 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: 218 shares; 2025Q3: 286 shares 286$28.9K<0.01%+68Timeline
PIIPOLARIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,595 shares; 2024Q4: 1,592 shares; 2025Q1: 1,592 shares; 2025Q2: 487 shares; 2025Q3: 496 shares 496$28.8K<0.01%+9Timeline
FLSFLOWSERVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 369 shares; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 479 shares; 2025Q3: 540 shares 540$28.7K<0.01%+61Timeline
RHPRYMAN HOSPITALITY PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334 shares; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 339 shares; 2025Q3: 316 shares 316$28.3K<0.01%-23Timeline
HYFIAB ACTIVE ETFS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213 shares; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 743 shares; 2025Q3: 743 shares 743$28.2K<0.01%0Timeline
MOHMOLINA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 142 shares; 2025Q3: 147 shares 147$28.1K<0.01%+5Timeline
VFCV F CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 562 shares; 2025Q3: 1,940 shares 1,940$28K<0.01%+1,378Timeline
IXJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 526 shares; 2024Q4: 526 shares; 2025Q1: 526 shares; 2025Q2: 346 shares; 2025Q3: 315 shares 315$27.9K<0.01%-31Timeline
CNMDCONMED CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 601 shares; 2024Q4: 599 shares; 2025Q1: 599 shares; 2025Q2: 483 shares; 2025Q3: 593 shares 593$27.9K<0.01%+110Timeline
OCSLOAKTREE SPECIALTY LENDINGQuarterly 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: 2,130 shares; 2025Q3: 2,130 shares 2,130$27.8K<0.01%0Timeline
QUBTQUANTUM COMPUTING 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: 1,000 shares; 2025Q3: 1,508 shares 1,508$27.8K<0.01%+508Timeline
AROCARCHROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,620 shares; 2024Q4: 1,463 shares; 2025Q1: 1,463 shares; 2025Q2: 1,240 shares; 2025Q3: 1,053 shares 1,053$27.7K<0.01%-187Timeline
EMQQEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 579 shares; 2024Q4: 579 shares; 2025Q1: 579 shares; 2025Q2: 511 shares; 2025Q3: 594 shares 594$27.6K<0.01%+83Timeline
GHGUARDANT HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256 shares; 2024Q4: 312 shares; 2025Q1: 312 shares; 2025Q2: 427 shares; 2025Q3: 441 shares 441$27.6K<0.01%+14Timeline
CUKCARNIVAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 656 shares; 2024Q4: 798 shares; 2025Q1: 798 shares; 2025Q2: 986 shares; 2025Q3: 1,041 shares 1,041$27.5K<0.01%+55Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 561 shares; 2024Q4: 541 shares; 2025Q1: 541 shares; 2025Q2: 69 shares; 2025Q3: 208 shares 208$27.5K<0.01%+139Timeline
AUBATLANTIC UN BANKSHARES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 454 shares; 2025Q1: 454 shares; 2025Q2: 641 shares; 2025Q3: 779 shares 779$27.5K<0.01%+138Timeline
FEGERBB FUND 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: 620 shares; 2025Q3: 617 shares 617$27.3K<0.01%-3Timeline
SCHYSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,143 shares; 2024Q4: 970 shares; 2025Q1: 970 shares; 2025Q2: 970 shares; 2025Q3: 970 shares 970$27.1K<0.01%0Timeline
TPLTEXAS PACIFIC LAND CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 33 shares; 2025Q3: 29 shares 29$27.1K<0.01%-4Timeline
OVVOVINTIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 709 shares; 2024Q4: 748 shares; 2025Q1: 748 shares; 2025Q2: 1,233 shares; 2025Q3: 668 shares 668$27K<0.01%-565Timeline
HHHHOWARD HUGHES HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 464 shares; 2024Q4: 518 shares; 2025Q1: 518 shares; 2025Q2: 376 shares; 2025Q3: 328 shares 328$27K<0.01%-48Timeline
HYBXTCW ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 877 shares; 2025Q1: 877 shares; 2025Q2: 877 shares; 2025Q3: 877 shares 877$26.9K<0.01%0Timeline
PWRDTCW 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: 275 shares; 2025Q3: 275 shares 275$26.9K<0.01%0Timeline
AAMIACADIAN ASSET MANAGEMENT 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: 556 shares 556$26.8K<0.01%newTimeline
PPCPILGRIMS PRIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 462 shares; 2024Q4: 154 shares; 2025Q1: 154 shares; 2025Q2: 335 shares; 2025Q3: 657 shares 657$26.8K<0.01%+322Timeline
UTIUNIVERSAL TECHNICAL INST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 667 shares; 2025Q3: 822 shares 822$26.8K<0.01%+155Timeline
ZIMZIM INTEGRATED SHIPPING SERVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 941 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 1,583 shares; 2025Q3: 1,973 shares 1,973$26.7K<0.01%+390Timeline
ACAARCOSA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216 shares; 2024Q4: 219 shares; 2025Q1: 219 shares; 2025Q2: 179 shares; 2025Q3: 285 shares 285$26.7K<0.01%+106Timeline
ETOEATON VANCE TAX-ADVANTAGED GQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 922 shares; 2024Q4: 922 shares; 2025Q1: 922 shares; 2025Q2: 922 shares; 2025Q3: 966 shares 966$26.6K<0.01%+44Timeline
SWSMURFIT WESTROCK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 466 shares; 2024Q4: 695 shares; 2025Q1: 695 shares; 2025Q2: 621 shares; 2025Q3: 625 shares 625$26.6K<0.01%+4Timeline
FPXFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 991 shares; 2024Q4: 323 shares; 2025Q1: 323 shares; 2025Q2: 216 shares; 2025Q3: 160 shares 160$26.6K<0.01%-56Timeline
DSEPFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 600 shares; 2025Q3: 600 shares 600$26.5K<0.01%0Timeline
SSDSIMPSON MFG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: 155 shares; 2025Q1: 155 shares; 2025Q2: 160 shares; 2025Q3: 158 shares 158$26.5K<0.01%-2Timeline
DIVSGUINNESS ATKINSON FDSQuarterly 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: 850 shares; 2025Q3: 850 shares 850$26.5K<0.01%0Timeline
ORIOLD REP INTL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189 shares; 2024Q4: 539 shares; 2025Q1: 539 shares; 2025Q2: 559 shares; 2025Q3: 623 shares 623$26.4K<0.01%+64Timeline
IQMFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 285 shares; 2025Q3: 302 shares 302$26.4K<0.01%+17Timeline
IMCBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268 shares; 2024Q4: 268 shares; 2025Q1: 408 shares; 2025Q2: 316 shares; 2025Q3: 316 shares 316$26.2K<0.01%0Timeline
NOGNORTHERN OIL & GAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 492 shares; 2024Q4: 548 shares; 2025Q1: 548 shares; 2025Q2: 775 shares; 2025Q3: 1,057 shares 1,057$26.2K<0.01%+282Timeline
ARMKARAMARKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274 shares; 2024Q4: 392 shares; 2025Q1: 392 shares; 2025Q2: 575 shares; 2025Q3: 682 shares 682$26.2K<0.01%+107Timeline
NMRKNEWMARK GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,520 shares; 2024Q4: 1,147 shares; 2025Q1: 1,147 shares; 2025Q2: 1,375 shares; 2025Q3: 1,404 shares 1,404$26.2K<0.01%+29Timeline
KLICKULICKE & SOFFA INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 612 shares; 2024Q4: 646 shares; 2025Q1: 646 shares; 2025Q2: 643 shares; 2025Q3: 643 shares 643$26.1K<0.01%0Timeline
EIGEMPLOYERS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382 shares; 2024Q4: 418 shares; 2025Q1: 418 shares; 2025Q2: 616 shares; 2025Q3: 615 shares 615$26.1K<0.01%-1Timeline
EOIEATON VANCE ENHANCED EQUITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,170 shares; 2025Q1: 1,170 shares; 2025Q2: 1,218 shares; 2025Q3: 1,241 shares 1,241$26.1K<0.01%+23Timeline
FOURSHIFT4 PMTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 401 shares; 2024Q4: 406 shares; 2025Q1: 406 shares; 2025Q2: 353 shares; 2025Q3: 335 shares 335$25.9K<0.01%-18Timeline
ASBASSOCIATED BANC-CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 918 shares; 2024Q4: 922 shares; 2025Q1: 922 shares; 2025Q2: 985 shares; 2025Q3: 1,008 shares 1,008$25.9K<0.01%+23Timeline
CNXCNX RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,793 shares; 2024Q4: 2,484 shares; 2025Q1: 2,484 shares; 2025Q2: 1,078 shares; 2025Q3: 807 shares 807$25.9K<0.01%-271Timeline
TTANSERVICETITAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 193 shares; 2025Q3: 257 shares 257$25.9K<0.01%+64Timeline
GABGABELLI EQUITY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,825 shares; 2024Q4: 3,933 shares; 2025Q1: 3,933 shares; 2025Q2: 4,147 shares; 2025Q3: 4,247 shares 4,247$25.9K<0.01%+100Timeline
XSHQINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 233 shares; 2025Q1: 233 shares; 2025Q2: 328 shares; 2025Q3: 601 shares 601$25.9K<0.01%+273Timeline
ARRYARRAY TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236 shares; 2024Q4: 236 shares; 2025Q1: 236 shares; 2025Q2: 172 shares; 2025Q3: 3,171 shares 3,171$25.8K<0.01%+2,999Timeline
CVMCMORGAN 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: 407 shares 407$25.8K<0.01%newTimeline
FTVFORTIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,154 shares; 2024Q4: 10,158 shares; 2025Q1: 10,158 shares; 2025Q2: 14,372 shares; 2025Q3: 527 shares 527$25.8K<0.01%-13,845Timeline
CNSCOHEN & STEERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 387 shares; 2024Q4: 404 shares; 2025Q1: 404 shares; 2025Q2: 370 shares; 2025Q3: 393 shares 393$25.8K<0.01%+23Timeline
SSRMSSR MINING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 850 shares; 2025Q3: 1,054 shares 1,054$25.7K<0.01%+204Timeline
IVESWEDBUSH 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: 800 shares 800$25.7K<0.01%newTimeline
SLRCSLR INVESTMENT 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: not reported; 2025Q3: 1,677 shares 1,677$25.6K<0.01%newTimeline
NMRNOMURA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,101 shares; 2024Q4: 3,201 shares; 2025Q1: 3,201 shares; 2025Q2: 2,549 shares; 2025Q3: 3,523 shares 3,523$25.6K<0.01%+974Timeline
HOMBHOME BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 936 shares; 2024Q4: 1,108 shares; 2025Q1: 1,108 shares; 2025Q2: 923 shares; 2025Q3: 904 shares 904$25.6K<0.01%-19Timeline
CVSBMORGAN 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: 502 shares 502$25.5K<0.01%newTimeline
HIWHIGHWOODS PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 913 shares; 2024Q4: 872 shares; 2025Q1: 872 shares; 2025Q2: 755 shares; 2025Q3: 799 shares 799$25.4K<0.01%+44Timeline
BSJRINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 1,118 shares; 2025Q3: 1,118 shares 1,118$25.4K<0.01%0Timeline
ITUBITAU UNIBANCO HLDG S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,998 shares; 2024Q4: 1,996 shares; 2025Q1: 1,996 shares; 2025Q2: 2,738 shares; 2025Q3: 3,442 shares 3,442$25.3K<0.01%+704Timeline
REZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 339 shares; 2025Q1: 339 shares; 2025Q2: 162 shares; 2025Q3: 296 shares 296$25.2K<0.01%+134Timeline
FELEFRANKLIN ELEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368 shares; 2024Q4: 402 shares; 2025Q1: 402 shares; 2025Q2: 264 shares; 2025Q3: 264 shares 264$25.1K<0.01%0Timeline
STLASTELLANTIS N.VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 944 shares; 2024Q4: 1,437 shares; 2025Q1: 1,437 shares; 2025Q2: 2,258 shares; 2025Q3: 2,689 shares 2,689$25.1K<0.01%+431Timeline
SPUCSIMPLIFY 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares 500$25.1K<0.01%newTimeline
NPOENPRO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 87 shares; 2025Q3: 111 shares 111$25.1K<0.01%+24Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 504 shares; 2025Q3: 346 shares 346$25.1K<0.01%-158Timeline
BNDWVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 366 shares; 2024Q4: 358 shares; 2025Q1: 358 shares; 2025Q2: 358 shares; 2025Q3: 358 shares 358$24.9K<0.01%0Timeline
NANRSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 517 shares; 2025Q1: 517 shares; 2025Q2: not reported; 2025Q3: 386 shares 386$24.9K<0.01%newTimeline
IAIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 2,612 shares; 2025Q1: 2,612 shares; 2025Q2: 2,276 shares; 2025Q3: 141 shares 141$24.9K<0.01%-2,135Timeline
PAAPLAINS ALL AMERN PIPELINE LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 610 shares; 2024Q4: 737 shares; 2025Q1: 737 shares; 2025Q2: 1,777 shares; 2025Q3: 1,455 shares 1,455$24.8K<0.01%-322Timeline
FHIFEDERATED HERMES 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: 477 shares 477$24.8K<0.01%newTimeline
GREKGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 351 shares; 2025Q3: 384 shares 384$24.7K<0.01%+33Timeline
ATKRATKORE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 840 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 162 shares; 2025Q3: 394 shares 394$24.7K<0.01%+232Timeline
IDYAIDEAYA BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 167 shares; 2025Q3: 908 shares 908$24.7K<0.01%+741Timeline
TELFYTELEFONICA SA-SPON ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,181 shares; 2024Q4: 3,737 shares; 2025Q1: 3,737 shares; 2025Q2: 3,989 shares; 2025Q3: 4,863 shares 4,863$24.7K<0.01%+874Timeline
THYFT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 470 shares; 2024Q4: 470 shares; 2025Q1: 470 shares; 2025Q2: 470 shares; 2025Q3: 470 shares 470$24.6K<0.01%0Timeline
FRTFEDERAL RLTY INVT TR NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,113 shares; 2024Q4: 5,511 shares; 2025Q1: 5,511 shares; 2025Q2: 217 shares; 2025Q3: 243 shares 243$24.6K<0.01%+26Timeline
BCPCBALCHEM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,048 shares; 2024Q4: 1,010 shares; 2025Q1: 1,010 shares; 2025Q2: 146 shares; 2025Q3: 164 shares 164$24.6K<0.01%+18Timeline
FYCFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271 shares; 2024Q4: 271 shares; 2025Q1: 271 shares; 2025Q2: 271 shares; 2025Q3: 271 shares 271$24.6K<0.01%0Timeline
DRSKETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 789 shares; 2024Q4: 534 shares; 2025Q1: 534 shares; 2025Q2: 849 shares; 2025Q3: 849 shares 849$24.5K<0.01%0Timeline
DNPDNP SELECT INCOME FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,408 shares; 2024Q4: 3,030 shares; 2025Q1: 3,030 shares; 2025Q2: 2,443 shares; 2025Q3: 2,443 shares 2,443$24.5K<0.01%0Timeline
BELFBBEL FUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 206 shares; 2025Q1: 206 shares; 2025Q2: 179 shares; 2025Q3: 173 shares 173$24.4K<0.01%-6Timeline
CUBICUSTOMERS BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 189 shares; 2025Q3: 373 shares 373$24.4K<0.01%+184Timeline
FXGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 389 shares; 2024Q4: 389 shares; 2025Q1: 389 shares; 2025Q2: 389 shares; 2025Q3: 389 shares 389$24.4K<0.01%0Timeline
EWPISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 481 shares; 2025Q3: 492 shares 492$24.4K<0.01%+11Timeline
TDTTFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000$24.3K<0.01%0Timeline
BSJTINVESCO 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: not reported; 2025Q1: not reported; 2025Q2: 1,127 shares; 2025Q3: 1,127 shares 1,127$24.3K<0.01%0Timeline
GLGLOBE LIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 271 shares; 2025Q3: 170 shares 170$24.3K<0.01%-101Timeline
VCTRVICTORY CAP HLDGS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 446 shares; 2024Q4: 603 shares; 2025Q1: 603 shares; 2025Q2: 855 shares; 2025Q3: 375 shares 375$24.3K<0.01%-480Timeline
TSTENARIS S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 567 shares; 2025Q3: 677 shares 677$24.2K<0.01%+110Timeline
LMATLEMAITRE VASCULAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223 shares; 2024Q4: 238 shares; 2025Q1: 238 shares; 2025Q2: 242 shares; 2025Q3: 276 shares 276$24.2K<0.01%+34Timeline
AVTRAVANTOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,073 shares; 2024Q4: 1,411 shares; 2025Q1: 1,411 shares; 2025Q2: 3,261 shares; 2025Q3: 1,927 shares 1,927$24K<0.01%-1,334Timeline
HCIHCI 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: 9 shares; 2025Q3: 125 shares 125$24K<0.01%+116Timeline
BWXTBWX TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 316 shares; 2025Q1: 316 shares; 2025Q2: 213 shares; 2025Q3: 130 shares 130$24K<0.01%-83Timeline
PSOPEARSON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 365 shares; 2025Q1: 365 shares; 2025Q2: 1,736 shares; 2025Q3: 1,692 shares 1,692$24K<0.01%-44Timeline
LANDGLADSTONE LD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,368 shares; 2024Q4: 10,445 shares; 2025Q1: 10,445 shares; 2025Q2: 2,625 shares; 2025Q3: 2,600 shares 2,600$23.8K<0.01%-25Timeline
UIUBIQUITI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 229 shares; 2025Q1: 229 shares; 2025Q2: 304 shares; 2025Q3: 36 shares 36$23.8K<0.01%-268Timeline
SYMSYMBOTIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: not reported; 2025Q3: 439 shares 439$23.7K<0.01%newTimeline
KTBKONTOOR BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 11 shares; 2025Q3: 296 shares 296$23.6K<0.01%+285Timeline
AOHYANGEL OAK FUNDS 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: 2,070 shares; 2025Q3: 2,103 shares 2,103$23.6K<0.01%+33Timeline
BXMTBLACKSTONE MORTGAGE TRUST INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,217 shares; 2024Q4: 14,224 shares; 2025Q1: 14,224 shares; 2025Q2: 1,435 shares; 2025Q3: 1,275 shares 1,275$23.5K<0.01%-160Timeline
IBBQINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 965 shares; 2024Q4: 965 shares; 2025Q1: 965 shares; 2025Q2: 965 shares; 2025Q3: 965 shares 965$23.5K<0.01%0Timeline
AAONAAON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 105 shares; 2025Q3: 251 shares 251$23.5K<0.01%+146Timeline
AXAXOS FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 212 shares; 2025Q3: 277 shares 277$23.4K<0.01%+65Timeline
VERINT SYS INCVERINT SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 925 shares; 2024Q4: 587 shares; 2025Q1: 587 shares; 2025Q2: 1,270 shares; 2025Q3: 1,155 shares 1,155$23.4K<0.01%-115
DJUNFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500$23.3K<0.01%0Timeline
LSCCLATTICE SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 167 shares; 2025Q1: 167 shares; 2025Q2: 311 shares; 2025Q3: 317 shares 317$23.2K<0.01%+6Timeline
CVCOCAVCO INDS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 37 shares; 2025Q3: 40 shares 40$23.2K<0.01%+3Timeline
PSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359 shares; 2024Q4: 359 shares; 2025Q1: 359 shares; 2025Q2: 347 shares; 2025Q3: 336 shares 336$23.2K<0.01%-11Timeline
FSKFS KKR CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,069 shares; 2024Q4: 10,843 shares; 2025Q1: 10,843 shares; 2025Q2: 1,543 shares; 2025Q3: 1,543 shares 1,543$23K<0.01%0Timeline
ONTOONTO INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,184 shares; 2024Q4: 259 shares; 2025Q1: 259 shares; 2025Q2: 89 shares; 2025Q3: 178 shares 178$23K<0.01%+89Timeline
SGRYSURGERY PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367 shares; 2024Q4: 831 shares; 2025Q1: 831 shares; 2025Q2: 851 shares; 2025Q3: 1,052 shares 1,052$22.8K<0.01%+201Timeline
IGLBISHARES TRQuarterly 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: 464 shares; 2025Q3: 439 shares 439$22.6K<0.01%-25Timeline
PCTYPAYLOCITY HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 187 shares; 2025Q1: 187 shares; 2025Q2: 152 shares; 2025Q3: 142 shares 142$22.6K<0.01%-10Timeline
REMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 877 shares; 2024Q4: 933 shares; 2025Q1: 933 shares; 2025Q2: 933 shares; 2025Q3: 1,028 shares 1,028$22.6K<0.01%+95Timeline
BF-BBROWN FORMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 721 shares; 2025Q1: 721 shares; 2025Q2: 734 shares; 2025Q3: 832 shares 832$22.5K<0.01%+98Timeline
NTSTNETSTREIT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 529 shares; 2024Q4: 721 shares; 2025Q1: 721 shares; 2025Q2: 1,192 shares; 2025Q3: 1,245 shares 1,245$22.5K<0.01%+53Timeline
ASAMER SPORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 730 shares; 2024Q4: 658 shares; 2025Q1: 658 shares; 2025Q2: 732 shares; 2025Q3: 645 shares 645$22.4K<0.01%-87Timeline
SHAKSHAKE SHACK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 104 shares; 2025Q3: 239 shares 239$22.4K<0.01%+135Timeline
ACADACADIA PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 589 shares; 2025Q3: 1,043 shares 1,043$22.3K<0.01%+454Timeline
JMBSJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 485 shares; 2024Q4: 485 shares; 2025Q1: 485 shares; 2025Q2: 1,373 shares; 2025Q3: 485 shares 485$22.1K<0.01%-888Timeline
DBCINVESCO DB COMMDY INDX TRCKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,009 shares; 2024Q4: 696 shares; 2025Q1: 696 shares; 2025Q2: 1,051 shares; 2025Q3: 978 shares 978$22K<0.01%-73Timeline
PZZAPAPA JOHNS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310 shares; 2024Q4: 296 shares; 2025Q1: 296 shares; 2025Q2: 457 shares; 2025Q3: 457 shares 457$22K<0.01%0Timeline
HYBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465 shares; 2024Q4: 465 shares; 2025Q1: 465 shares; 2025Q2: 465 shares; 2025Q3: 465 shares 465$22K<0.01%0Timeline
TIPXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 808 shares; 2024Q4: 1,312 shares; 2025Q1: 1,312 shares; 2025Q2: 1,526 shares; 2025Q3: 1,140 shares 1,140$22K<0.01%-386Timeline
GDMNWISDOMTREE 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: 271 shares; 2025Q3: 276 shares 276$21.9K<0.01%+5Timeline
CRCCALIFORNIA RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216 shares; 2024Q4: 324 shares; 2025Q1: 324 shares; 2025Q2: 379 shares; 2025Q3: 411 shares 411$21.9K<0.01%+32Timeline
IBTKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,095 shares; 2025Q1: 1,095 shares; 2025Q2: 1,095 shares; 2025Q3: 1,095 shares 1,095$21.8K<0.01%0Timeline
AMRXAMNEAL PHARMACEUTICALS 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: 2,170 shares 2,170$21.7K<0.01%newTimeline
PDBCINVESCO ACTVELY MNGD ETC FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,248 shares; 2024Q4: 1,263 shares; 2025Q1: 1,263 shares; 2025Q2: 1,330 shares; 2025Q3: 1,614 shares 1,614$21.7K<0.01%+284Timeline
CWANCLEARWATER ANALYTICS HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 211 shares; 2025Q1: 211 shares; 2025Q2: 2,006 shares; 2025Q3: 1,201 shares 1,201$21.6K<0.01%-805Timeline
PSMTPRICESMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 151 shares; 2025Q1: 151 shares; 2025Q2: 185 shares; 2025Q3: 178 shares 178$21.6K<0.01%-7Timeline
JHMLJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 275 shares 275$21.6K<0.01%0Timeline
RNAMAVIDITY BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 117 shares; 2025Q3: 491 shares 491$21.4K<0.01%+374Timeline
IBHIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 895 shares; 2025Q1: 895 shares; 2025Q2: 895 shares; 2025Q3: 895 shares 895$21.3K<0.01%0Timeline
FTXRFIRST TR EXCHANGE TRADED FDQuarterly 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: 604 shares; 2025Q3: 606 shares 606$21.2K<0.01%+2Timeline
EWZISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 805 shares; 2025Q1: 805 shares; 2025Q2: 706 shares; 2025Q3: 678 shares 678$21K<0.01%-28Timeline
SCSSTEELCASE INC-CLASS AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,292 shares; 2024Q4: 1,321 shares; 2025Q1: 1,321 shares; 2025Q2: 2,008 shares; 2025Q3: 1,221 shares 1,221$21K<0.01%-787Timeline
PMFBPGIM ROCK 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: 803 shares; 2025Q3: 803 shares 803$21K<0.01%0Timeline
DIMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255 shares; 2024Q4: 271 shares; 2025Q1: 271 shares; 2025Q2: 271 shares; 2025Q3: 271 shares 271$20.9K<0.01%0Timeline
LXFRLUXFER HLDGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,430 shares; 2024Q4: 1,299 shares; 2025Q1: 1,299 shares; 2025Q2: 1,506 shares; 2025Q3: 1,506 shares 1,506$20.9K<0.01%0Timeline
DBEINVESCO DB MULTI-SECTOR COMMQuarterly 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: 1,100 shares; 2025Q3: 1,100 shares 1,100$20.9K<0.01%0Timeline
WPPWPP PLC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 603 shares; 2024Q4: 640 shares; 2025Q1: 640 shares; 2025Q2: 760 shares; 2025Q3: 835 shares 835$20.9K<0.01%+75Timeline
ARKGARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 753 shares 753$20.9K<0.01%+743Timeline
EIPIFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 980 shares; 2024Q4: 1,006 shares; 2025Q1: 1,006 shares; 2025Q2: 1,035 shares; 2025Q3: 1,051 shares 1,051$20.8K<0.01%+16Timeline
PRGOPERRIGO CO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,950 shares; 2024Q4: 568 shares; 2025Q1: 568 shares; 2025Q2: 841 shares; 2025Q3: 933 shares 933$20.8K<0.01%+92Timeline
TKTEEKAY CORPORATION 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: 1,271 shares; 2025Q3: 2,540 shares 2,540$20.8K<0.01%+1,269Timeline
ISMDNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,687 shares; 2024Q4: 1,687 shares; 2025Q1: 1,687 shares; 2025Q2: 1,029 shares; 2025Q3: 531 shares 531$20.6K<0.01%-498Timeline
SBCFSEACOAST BKG CORP FLAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 669 shares; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 640 shares; 2025Q3: 674 shares 674$20.5K<0.01%+34Timeline
MGYMAGNOLIA OIL & GAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 729 shares; 2024Q4: 782 shares; 2025Q1: 782 shares; 2025Q2: 843 shares; 2025Q3: 859 shares 859$20.5K<0.01%+16Timeline
FSVFIRSTSERVICE CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 128 shares; 2025Q3: 107 shares 107$20.4K<0.01%-21Timeline
FHNFIRST HORIZON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,051 shares; 2024Q4: 30,378 shares; 2025Q1: 30,578 shares; 2025Q2: 790 shares; 2025Q3: 901 shares 901$20.4K<0.01%+111Timeline
IBHGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 902 shares; 2024Q4: 902 shares; 2025Q1: 902 shares; 2025Q2: 902 shares; 2025Q3: 902 shares 902$20.3K<0.01%0Timeline
ASHASHLAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179 shares; 2024Q4: 155 shares; 2025Q1: 155 shares; 2025Q2: 389 shares; 2025Q3: 423 shares 423$20.3K<0.01%+34Timeline
RCSPIMCO STRATEGIC INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,247 shares; 2024Q4: 2,151 shares; 2025Q1: 2,151 shares; 2025Q2: 2,616 shares; 2025Q3: 2,663 shares 2,663$20.2K<0.01%+47Timeline
PATKPATRICK INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 189 shares; 2025Q1: 189 shares; 2025Q2: 220 shares; 2025Q3: 195 shares 195$20.2K<0.01%-25Timeline
EWTISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334 shares; 2024Q4: 334 shares; 2025Q1: 334 shares; 2025Q2: 334 shares; 2025Q3: 317 shares 317$20.2K<0.01%-17Timeline
EVSMMORGAN 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: 399 shares 399$20.1K<0.01%newTimeline
FLCHFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 551 shares; 2024Q4: 509 shares; 2025Q1: 509 shares; 2025Q2: 682 shares; 2025Q3: 773 shares 773$20.1K<0.01%+91Timeline
GMARFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,750 shares; 2024Q4: 3,750 shares; 2025Q1: 3,750 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500$20.1K<0.01%0Timeline
REITALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 759 shares; 2024Q4: 759 shares; 2025Q1: 759 shares; 2025Q2: 759 shares; 2025Q3: 748 shares 748$20K<0.01%-11Timeline
DOCSDOXIMITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 335 shares; 2025Q1: 335 shares; 2025Q2: 522 shares; 2025Q3: 273 shares 273$20K<0.01%-249Timeline
FLG-PUFLAGSTAR BANK NATIONAL ASSOCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,567 shares; 2024Q4: 31,517 shares; 2025Q1: 31,517 shares; 2025Q2: 650 shares; 2025Q3: 500 shares 500$19.9K<0.01%-150Timeline
STBAS & T BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 482 shares; 2024Q4: 504 shares; 2025Q1: 504 shares; 2025Q2: 530 shares; 2025Q3: 530 shares 530$19.9K<0.01%0Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168 shares; 2024Q4: 168 shares; 2025Q1: 168 shares; 2025Q2: 168 shares; 2025Q3: 168 shares 168$19.9K<0.01%0Timeline
SNVSYNOVUS FINANCIAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 711 shares; 2024Q4: 728 shares; 2025Q1: 728 shares; 2025Q2: 647 shares; 2025Q3: 405 shares 405$19.9K<0.01%-242Timeline
IGEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 562 shares; 2024Q4: 403 shares; 2025Q1: 403 shares; 2025Q2: 403 shares; 2025Q3: 403 shares 403$19.8K<0.01%0Timeline
EPSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286 shares; 2024Q4: 286 shares; 2025Q1: 286 shares; 2025Q2: 286 shares; 2025Q3: 286 shares 286$19.7K<0.01%0Timeline
EAOKISHARES 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: 719 shares; 2025Q3: 719 shares 719$19.7K<0.01%0Timeline
CNHCNH INDL N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,656 shares; 2024Q4: 2,390 shares; 2025Q1: 2,390 shares; 2025Q2: 2,194 shares; 2025Q3: 1,814 shares 1,814$19.7K<0.01%-380Timeline
DBEFDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256 shares; 2024Q4: 553 shares; 2025Q1: 553 shares; 2025Q2: 423 shares; 2025Q3: 423 shares 423$19.6K<0.01%0Timeline
IBRNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 732 shares; 2024Q4: 732 shares; 2025Q1: 732 shares; 2025Q2: 732 shares; 2025Q3: 732 shares 732$19.6K<0.01%0Timeline
XJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,599 shares; 2024Q4: 1,599 shares; 2025Q1: 1,599 shares; 2025Q2: 508 shares; 2025Q3: 460 shares 460$19.6K<0.01%-48Timeline
WSFSWSFS FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 503 shares; 2024Q4: 529 shares; 2025Q1: 529 shares; 2025Q2: 361 shares; 2025Q3: 361 shares 361$19.5K<0.01%0Timeline
ITDDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 554 shares; 2025Q1: 554 shares; 2025Q2: 554 shares; 2025Q3: 554 shares 554$19.4K<0.01%0Timeline
SPMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,343 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 354 shares; 2025Q3: 863 shares 863$19.4K<0.01%+509Timeline
AALAMERICAN AIRLINES GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,361 shares; 2024Q4: 3,261 shares; 2025Q1: 3,261 shares; 2025Q2: 1,869 shares; 2025Q3: 1,723 shares 1,723$19.4K<0.01%-146Timeline
DXCDXC TECHNOLOGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 1,253 shares; 2025Q3: 1,419 shares 1,419$19.3K<0.01%+166Timeline
CASHPATHWARD FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 148 shares; 2025Q3: 261 shares 261$19.3K<0.01%+113Timeline
LNWOLIGHT & WONDER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 267 shares; 2025Q3: 230 shares 230$19.3K<0.01%-37Timeline
WTBAWEST BANCORPORATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 950 shares 950$19.3K<0.01%0Timeline
IGLDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 749 shares; 2024Q4: 749 shares; 2025Q1: 749 shares; 2025Q2: 749 shares; 2025Q3: 803 shares 803$19.2K<0.01%+54Timeline
CNMCORE & MAIN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132 shares; 2024Q4: 254 shares; 2025Q1: 254 shares; 2025Q2: 330 shares; 2025Q3: 355 shares 355$19.1K<0.01%+25Timeline
XMLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,832 shares; 2024Q4: 1,833 shares; 2025Q1: 1,833 shares; 2025Q2: 298 shares; 2025Q3: 299 shares 299$19K<0.01%+1Timeline
IDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 912 shares; 2024Q4: 914 shares; 2025Q1: 914 shares; 2025Q2: 520 shares; 2025Q3: 520 shares 520$19K<0.01%0Timeline
LNTHLANTHEUS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 446 shares; 2024Q4: 327 shares; 2025Q1: 327 shares; 2025Q2: 437 shares; 2025Q3: 370 shares 370$19K<0.01%-67Timeline
NULVNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 431 shares; 2025Q3: 431 shares 431$18.9K<0.01%0Timeline
HRTGHERITAGE INSURANCE HLDGS 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: 200 shares; 2025Q3: 750 shares 750$18.9K<0.01%+550Timeline
DBEUDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 406 shares; 2025Q3: 409 shares 409$18.8K<0.01%+3Timeline
QQXTFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 190 shares 190$18.8K<0.01%0Timeline
DOCNDIGITALOCEAN HLDGS 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: 282 shares; 2025Q3: 549 shares 549$18.8K<0.01%+267Timeline
MMACYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 121 shares; 2025Q3: 1,043 shares 1,043$18.7K<0.01%+922Timeline
JDJD.COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,735 shares; 2024Q4: 23,258 shares; 2025Q1: 23,258 shares; 2025Q2: 3,537 shares; 2025Q3: 534 shares 534$18.7K<0.01%-3,003Timeline
JIREJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 254 shares; 2025Q3: 254 shares 254$18.7K<0.01%0Timeline
DWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 433 shares 433$18.5K<0.01%+13Timeline
MLCOMELCO RESORTS AND ENTMNT LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 597 shares; 2025Q1: 597 shares; 2025Q2: 445 shares; 2025Q3: 2,014 shares 2,014$18.5K<0.01%+1,569Timeline
CHATTIDAL 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: not reported; 2025Q3: 300 shares 300$18.4K<0.01%newTimeline
HAPVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348 shares; 2024Q4: 348 shares; 2025Q1: 348 shares; 2025Q2: 323 shares; 2025Q3: 323 shares 323$18.4K<0.01%0Timeline
KIESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,496 shares; 2024Q4: 307 shares; 2025Q1: 307 shares; 2025Q2: 310 shares; 2025Q3: 311 shares 311$18.4K<0.01%+1Timeline
GFSGLOBALFOUNDRIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 248 shares; 2025Q3: 512 shares 512$18.4K<0.01%+264Timeline
SOLVSOLVENTUM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 675 shares; 2024Q4: 559 shares; 2025Q1: 572 shares; 2025Q2: 236 shares; 2025Q3: 251 shares 251$18.3K<0.01%+15Timeline
EHIWESTERN ASSET GBL HIGH INC FQuarterly 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: 2,771 shares 2,771$18.3K<0.01%newTimeline
AUANGLOGOLD ASHANTI PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: not reported; 2025Q3: 260 shares 260$18.3K<0.01%newTimeline
DINOHF SINCLAIR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 394 shares; 2025Q1: 394 shares; 2025Q2: 428 shares; 2025Q3: 349 shares 349$18.3K<0.01%-79Timeline
GHYBGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,538 shares; 2024Q4: 64,029 shares; 2025Q1: 64,029 shares; 2025Q2: 394 shares; 2025Q3: 397 shares 397$18.2K<0.01%+3Timeline
NBBNUVEEN TAXABLE MUNICPAL INMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,120 shares; 2024Q4: 1,120 shares; 2025Q1: 1,120 shares; 2025Q2: 1,120 shares; 2025Q3: 1,120 shares 1,120$18.2K<0.01%0Timeline
IRTINDEPENDENCE RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,379 shares; 2024Q4: 1,382 shares; 2025Q1: 1,382 shares; 2025Q2: 1,194 shares; 2025Q3: 1,108 shares 1,108$18.2K<0.01%-86Timeline
FLRFLUOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,043 shares; 2024Q4: 519 shares; 2025Q1: 519 shares; 2025Q2: 266 shares; 2025Q3: 431 shares 431$18.1K<0.01%+165Timeline
BEBLOOM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248 shares; 2024Q4: 326 shares; 2025Q1: 326 shares; 2025Q2: 219 shares; 2025Q3: 214 shares 214$18.1K<0.01%-5Timeline
FICSFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176 shares; 2024Q4: 176 shares; 2025Q1: 176 shares; 2025Q2: 452 shares; 2025Q3: 474 shares 474$18.1K<0.01%+22Timeline
HEZUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 428 shares; 2025Q1: 428 shares; 2025Q2: 428 shares; 2025Q3: 428 shares 428$18K<0.01%0Timeline
EPIWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,688 shares; 2024Q4: 11,327 shares; 2025Q1: 11,327 shares; 2025Q2: 851 shares; 2025Q3: 408 shares 408$18K<0.01%-443Timeline
NHINATIONAL HEALTH INVS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 469 shares; 2024Q4: 203 shares; 2025Q1: 203 shares; 2025Q2: 232 shares; 2025Q3: 226 shares 226$18K<0.01%-6Timeline
DAYDAYFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: 267 shares; 2025Q1: 267 shares; 2025Q2: 371 shares; 2025Q3: 260 shares 260$17.9K<0.01%-111Timeline
KBESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,328 shares; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares 300$17.8K<0.01%0Timeline
ETHOAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 546 shares; 2024Q4: 233 shares; 2025Q1: 233 shares; 2025Q2: 279 shares; 2025Q3: 279 shares 279$17.8K<0.01%0Timeline
JOEST JOE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 546 shares; 2025Q3: 359 shares 359$17.8K<0.01%-187Timeline
BHFBRIGHTHOUSE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 334 shares; 2025Q3: 334 shares 334$17.7K<0.01%0Timeline
ATIATI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324 shares; 2024Q4: 371 shares; 2025Q1: 371 shares; 2025Q2: 254 shares; 2025Q3: 217 shares 217$17.7K<0.01%-37Timeline
NNENANO NUCLEAR ENERGY 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: 300 shares; 2025Q3: 457 shares 457$17.6K<0.01%+157Timeline
EATBRINKER INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 37 shares; 2025Q3: 139 shares 139$17.6K<0.01%+102Timeline
GAPGAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 696 shares; 2024Q4: 809 shares; 2025Q1: 809 shares; 2025Q2: 1,148 shares; 2025Q3: 823 shares 823$17.6K<0.01%-325Timeline
MTDRMATADOR RES COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267 shares; 2024Q4: 377 shares; 2025Q1: 377 shares; 2025Q2: 408 shares; 2025Q3: 391 shares 391$17.6K<0.01%-17Timeline
FORMFORMFACTOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390 shares; 2024Q4: 470 shares; 2025Q1: 470 shares; 2025Q2: 482 shares; 2025Q3: 482 shares 482$17.6K<0.01%0Timeline
GMEDGLOBUS MED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338 shares; 2024Q4: 349 shares; 2025Q1: 349 shares; 2025Q2: 452 shares; 2025Q3: 306 shares 306$17.5K<0.01%-146Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 297 shares; 2025Q1: 297 shares; 2025Q2: 741 shares; 2025Q3: 544 shares 544$17.5K<0.01%-197Timeline
EWJISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,099 shares; 2024Q4: 333 shares; 2025Q1: 333 shares; 2025Q2: 251 shares; 2025Q3: 218 shares 218$17.5K<0.01%-33Timeline
MEARISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 345 shares; 2025Q3: 345 shares 345$17.4K<0.01%0Timeline
ASNDASCENDIS PHARMA A/SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 7 shares; 2025Q3: 87 shares 87$17.3K<0.01%+80Timeline
GOLFACUSHNET HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 217 shares; 2025Q1: 217 shares; 2025Q2: 217 shares; 2025Q3: 220 shares 220$17.3K<0.01%+3Timeline
FCPTFOUR CORNERS PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 732 shares; 2024Q4: 890 shares; 2025Q1: 890 shares; 2025Q2: 700 shares; 2025Q3: 707 shares 707$17.3K<0.01%+7Timeline
DDIVFIRST TR EXCHANGE TRADED FDQuarterly 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: 466 shares; 2025Q3: 428 shares 428$17.2K<0.01%-38Timeline
AIVLWISDOMTREE 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: 150 shares 150$17.1K<0.01%newTimeline
ZROZPIMCO 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: 181 shares; 2025Q3: 251 shares 251$17.1K<0.01%+70Timeline
NANCTIDAL TRUST IQuarterly 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: 380 shares 380$17K<0.01%newTimeline
TNETTRINET GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 256 shares; 2025Q1: 256 shares; 2025Q2: 203 shares; 2025Q3: 254 shares 254$17K<0.01%+51Timeline
DEIDOUGLAS EMMETT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 277 shares; 2025Q1: 277 shares; 2025Q2: 884 shares; 2025Q3: 1,089 shares 1,089$17K<0.01%+205Timeline
PSRINVESCO ACTIVELY MANAGED EXCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 182 shares; 2025Q3: 183 shares 183$16.9K<0.01%+1Timeline
SRADSPORTRADAR GROUP AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272 shares; 2024Q4: 227 shares; 2025Q1: 227 shares; 2025Q2: 424 shares; 2025Q3: 630 shares 630$16.9K<0.01%+206Timeline
POWIPOWER INTEGRATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 452 shares; 2024Q4: 438 shares; 2025Q1: 438 shares; 2025Q2: 490 shares; 2025Q3: 420 shares 420$16.9K<0.01%-70Timeline
TRNTRINITY INDS 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: 601 shares 601$16.9K<0.01%newTimeline
DDECFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 697 shares; 2024Q4: 697 shares; 2025Q1: 697 shares; 2025Q2: 563 shares; 2025Q3: 384 shares 384$16.8K<0.01%-179Timeline
TIPZPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: 312 shares; 2025Q1: 312 shares; 2025Q2: 312 shares; 2025Q3: 312 shares 312$16.8K<0.01%0Timeline
GDECFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 825 shares; 2024Q4: 825 shares; 2025Q1: 825 shares; 2025Q2: 667 shares; 2025Q3: 456 shares 456$16.7K<0.01%-211Timeline
CNOBCONNECTONE BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 353 shares; 2024Q4: 522 shares; 2025Q1: 522 shares; 2025Q2: 674 shares; 2025Q3: 674 shares 674$16.7K<0.01%0Timeline
XDECFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 741 shares; 2024Q4: 741 shares; 2025Q1: 741 shares; 2025Q2: 602 shares; 2025Q3: 417 shares 417$16.7K<0.01%-185Timeline
FTCFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527 shares; 2024Q4: 527 shares; 2025Q1: 527 shares; 2025Q2: 104 shares; 2025Q3: 104 shares 104$16.7K<0.01%0Timeline
TWSTTWIST BIOSCIENCE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 408 shares; 2024Q4: 494 shares; 2025Q1: 494 shares; 2025Q2: 589 shares; 2025Q3: 593 shares 593$16.7K<0.01%+4Timeline
XBMEXBLACKROCK HEALTH SCIENCES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147 shares; 2024Q4: 447 shares; 2025Q1: 447 shares; 2025Q2: 447 shares; 2025Q3: 447 shares 447$16.6K<0.01%0Timeline
ATMUATMUS FILTRATION TECHNOLOGIEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423 shares; 2024Q4: 424 shares; 2025Q1: 424 shares; 2025Q2: 376 shares; 2025Q3: 369 shares 369$16.6K<0.01%-7Timeline
MIRMIRION TECHNOLOGIES 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: 480 shares; 2025Q3: 714 shares 714$16.6K<0.01%+234Timeline
INDYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 337 shares; 2025Q3: 325 shares 325$16.5K<0.01%-12Timeline
FFIVF5 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 51 shares; 2025Q3: 51 shares 51$16.5K<0.01%0Timeline
WDSWOODSIDE ENERGY GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 630 shares; 2024Q4: 1,336 shares; 2025Q1: 1,340 shares; 2025Q2: 828 shares; 2025Q3: 1,093 shares 1,093$16.4K<0.01%+265Timeline
AVNTAVIENT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 506 shares; 2024Q4: 513 shares; 2025Q1: 513 shares; 2025Q2: 491 shares; 2025Q3: 499 shares 499$16.4K<0.01%+8Timeline
RGCORGC RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 858 shares; 2024Q4: 917 shares; 2025Q1: 917 shares; 2025Q2: 746 shares; 2025Q3: 732 shares 732$16.4K<0.01%-14Timeline
QRVOQORVO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 218 shares; 2025Q3: 180 shares 180$16.4K<0.01%-38Timeline
FXRFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 210 shares 210$16.4K<0.01%0Timeline
ONBOLD NATL BANCORP INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 747 shares; 2024Q4: 749 shares; 2025Q1: 749 shares; 2025Q2: 747 shares; 2025Q3: 744 shares 744$16.3K<0.01%-3Timeline
IHEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,256 shares; 2024Q4: 2,256 shares; 2025Q1: 2,256 shares; 2025Q2: 324 shares; 2025Q3: 225 shares 225$16.3K<0.01%-99Timeline
FLDBFIDELITY MERRIMACK STR 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: 323 shares; 2025Q3: 323 shares 323$16.3K<0.01%0Timeline
RLIRLI CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: 253 shares; 2025Q3: 250 shares 250$16.3K<0.01%-3Timeline

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