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AE Wealth Management LLC

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13F filer, CIK 1697723, TOPEKA, KS

AE Wealth Management LLC reported $18,492,880,764 across 2,591 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-13. Its ten largest share positions make up 20.74% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001697723-26-000006

Period
2026-03-31
Reported value
$18.5B
Holdings
2,591
Top 10 weight
20.74%
New
282
Sold out
145

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SCEPnew+5,542,593$131M
SCMCnew+4,000,621$100M
MSFTadded+252,790$93.6M
NVDAadded+532,620$92.9M
SCNMnew+3,574,557$88.9M

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

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IWOreduced-252,267-$79.2M
QBERreduced-2,206,231-$53.2M
SPYreduced-72,475-$47M
OEFreduced-133,298-$42.4M
VGSHreduced-713,310-$41.8M

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

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001697723-26-000006, largest first. % of portfolio is the value over $18,492,880,764, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPYINEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,402 shares; 2024Q4: 8,088 shares; 2025Q1: 2,659 shares; 2025Q2: 2,249 shares; 2025Q3: 5,058 shares; 2025Q4: 49,840 shares; 2026Q1: 69,333 shares 69,333$3.42M0.02%+19,493Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,009 shares; 2024Q4: 72,896 shares; 2025Q1: 130,562 shares; 2025Q2: 63,573 shares; 2025Q3: 71,214 shares; 2025Q4: 111,002 shares; 2026Q1: 36,746 shares 36,746$3.41M0.02%-74,256Timeline
DDTJINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 183,060 shares 183,060$3.4M0.02%newTimeline
AIRRFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,018 shares; 2024Q4: 13,215 shares; 2025Q1: 17,361 shares; 2025Q2: 17,026 shares; 2025Q3: 22,238 shares; 2025Q4: 26,842 shares; 2026Q1: 30,509 shares 30,509$3.38M0.02%+3,667Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,767 shares; 2024Q4: 5,101 shares; 2025Q1: 4,868 shares; 2025Q2: 5,531 shares; 2025Q3: 6,410 shares; 2025Q4: 7,332 shares; 2026Q1: 9,809 shares 9,809$3.37M0.02%+2,477Timeline
ZAUGINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,864 shares; 2024Q4: 68,702 shares; 2025Q1: 58,077 shares; 2025Q2: 58,077 shares; 2025Q3: 58,631 shares; 2025Q4: 56,078 shares; 2026Q1: 125,520 shares 125,520$3.34M0.02%+69,442Timeline
NOCNORTHROP GRUMMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,792 shares; 2024Q4: 1,811 shares; 2025Q1: 1,630 shares; 2025Q2: 2,456 shares; 2025Q3: 3,526 shares; 2025Q4: 4,182 shares; 2026Q1: 4,860 shares 4,860$3.32M0.02%+678Timeline
IDXXIDEXX LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,349 shares; 2024Q4: 7,035 shares; 2025Q1: 5,905 shares; 2025Q2: 11,597 shares; 2025Q3: 7,071 shares; 2025Q4: 7,314 shares; 2026Q1: 5,875 shares 5,875$3.3M0.02%-1,439Timeline
LTPZPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224,601 shares; 2024Q4: 228,384 shares; 2025Q1: 40,112 shares; 2025Q2: 69,170 shares; 2025Q3: 66,727 shares; 2025Q4: 65,518 shares; 2026Q1: 64,207 shares 64,207$3.28M0.02%-1,311Timeline
FTGSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,294 shares; 2024Q4: 194,531 shares; 2025Q1: 174,665 shares; 2025Q2: 117,753 shares; 2025Q3: 89,249 shares; 2025Q4: 90,091 shares; 2026Q1: 96,118 shares 96,118$3.27M0.02%+6,027Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,012 shares; 2024Q4: 828 shares; 2025Q1: 316 shares; 2025Q2: 70,721 shares; 2025Q3: 47,873 shares; 2025Q4: 50,229 shares; 2026Q1: 56,761 shares 56,761$3.22M0.02%+6,532Timeline
IJSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,822 shares; 2025Q1: 61,797 shares; 2025Q2: 14,657 shares; 2025Q3: 11,604 shares; 2025Q4: 12,137 shares; 2026Q1: 27,117 shares 27,117$3.21M0.02%+14,980Timeline
TDIVFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,893 shares; 2024Q4: 54,646 shares; 2025Q1: 52,742 shares; 2025Q2: 39,458 shares; 2025Q3: 37,150 shares; 2025Q4: 35,267 shares; 2026Q1: 34,244 shares 34,244$3.21M0.02%-1,023Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,541 shares; 2024Q4: 3,383 shares; 2025Q1: 3,463 shares; 2025Q2: 3,255 shares; 2025Q3: 4,090 shares; 2025Q4: 8,568 shares; 2026Q1: 10,729 shares 10,729$3.21M0.02%+2,161Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,513 shares; 2024Q4: 4,156 shares; 2025Q1: 3,804 shares; 2025Q2: 3,795 shares; 2025Q3: 3,815 shares; 2025Q4: 20,304 shares; 2026Q1: 30,533 shares 30,533$3.19M0.02%+10,229Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,118 shares; 2024Q4: 9,174 shares; 2025Q1: 10,122 shares; 2025Q2: 10,843 shares; 2025Q3: 11,328 shares; 2025Q4: 14,837 shares; 2026Q1: 14,892 shares 14,892$3.18M0.02%+55Timeline
JCPBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 508 shares; 2025Q1: 514 shares; 2025Q2: 593 shares; 2025Q3: 10,174 shares; 2025Q4: 20,764 shares; 2026Q1: 67,243 shares 67,243$3.17M0.02%+46,479Timeline
SYSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: 30,900 shares; 2026Q1: 35,523 shares 35,523$3.16M0.02%+4,623Timeline
AFLGFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65,610 shares; 2025Q1: 93,417 shares; 2025Q2: 75,748 shares; 2025Q3: 72,925 shares; 2025Q4: 68,726 shares; 2026Q1: 81,788 shares 81,788$3.15M0.02%+13,062Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,327 shares; 2025Q1: 14,380 shares; 2025Q2: 35,745 shares; 2025Q3: 48,018 shares; 2025Q4: 37,042 shares; 2026Q1: 37,117 shares 37,117$3.15M0.02%+75Timeline
VDEVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,375 shares; 2024Q4: 28,153 shares; 2025Q1: 10,166 shares; 2025Q2: 9,300 shares; 2025Q3: 9,723 shares; 2025Q4: 9,735 shares; 2026Q1: 18,189 shares 18,189$3.15M0.02%+8,454Timeline
PHYSSPROTT ASSET MANAGEMENT LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,636 shares; 2024Q4: 84,610 shares; 2025Q1: 62,940 shares; 2025Q2: 54,706 shares; 2025Q3: 65,676 shares; 2025Q4: 82,673 shares; 2026Q1: 88,641 shares 88,641$3.14M0.02%+5,968Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,335 shares; 2024Q4: 60,774 shares; 2025Q1: 48,144 shares; 2025Q2: 33,047 shares; 2025Q3: 32,349 shares; 2025Q4: 48,144 shares; 2026Q1: 44,697 shares 44,697$3.14M0.02%-3,447Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,145 shares; 2024Q4: 75,304 shares; 2025Q1: 104,765 shares; 2025Q2: 49,962 shares; 2025Q3: 40,671 shares; 2025Q4: 38,980 shares; 2026Q1: 39,599 shares 39,599$3.13M0.02%+619Timeline
TXTTEXTRON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,152 shares; 2024Q4: 25,023 shares; 2025Q1: 27,512 shares; 2025Q2: 30,000 shares; 2025Q3: 32,707 shares; 2025Q4: 32,556 shares; 2026Q1: 35,710 shares 35,710$3.13M0.02%+3,154Timeline
SCISERVICE CORP INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,150 shares; 2024Q4: 9,724 shares; 2025Q1: 9,733 shares; 2025Q2: 9,142 shares; 2025Q3: 5,372 shares; 2025Q4: 6,142 shares; 2026Q1: 37,881 shares 37,881$3.13M0.02%+31,739Timeline
RYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,730 shares; 2025Q1: 3,105 shares; 2025Q2: 3,125 shares; 2025Q3: 1,775 shares; 2025Q4: 103,859 shares; 2026Q1: 208,983 shares 208,983$3.12M0.02%+105,124Timeline
ENBENBRIDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,038 shares; 2024Q4: 58,780 shares; 2025Q1: 58,570 shares; 2025Q2: 47,607 shares; 2025Q3: 47,724 shares; 2025Q4: 50,722 shares; 2026Q1: 57,371 shares 57,371$3.11M0.02%+6,649Timeline
USMCPRINCIPAL EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,159 shares; 2025Q4: not reported; 2026Q1: 48,218 shares 48,218$3.1M0.02%newTimeline
EUHYISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,043 shares; 2024Q4: 33,657 shares; 2025Q1: 30,043 shares; 2025Q2: 34,013 shares; 2025Q3: 38,885 shares; 2025Q4: 49,083 shares; 2026Q1: 58,688 shares 58,688$3.08M0.02%+9,605Timeline
MBNDSSGA ACTIVE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,164 shares; 2024Q4: 108,079 shares; 2025Q1: 110,552 shares; 2025Q2: 110,345 shares; 2025Q3: 118,989 shares; 2025Q4: 118,200 shares; 2026Q1: 113,157 shares 113,157$3.07M0.02%-5,043Timeline
SNAVCOLLABORATIVE INVESTMNT SERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,211,130 shares; 2024Q4: 256,377 shares; 2025Q1: 142,538 shares; 2025Q2: 113,804 shares; 2025Q3: 103,429 shares; 2025Q4: 88,723 shares; 2026Q1: 87,938 shares 87,938$3.06M0.02%-785Timeline
PFEBINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,548 shares; 2024Q4: 93,300 shares; 2025Q1: 456,458 shares; 2025Q2: 114,685 shares; 2025Q3: 90,155 shares; 2025Q4: 77,478 shares; 2026Q1: 75,768 shares 75,768$3.04M0.02%-1,710Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,200 shares; 2024Q4: 25,762 shares; 2025Q1: 64,558 shares; 2025Q2: 55,657 shares; 2025Q3: 58,287 shares; 2025Q4: 19,711 shares; 2026Q1: 20,559 shares 20,559$2.99M0.02%+848Timeline
FDNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,206 shares; 2024Q4: 14,541 shares; 2025Q1: 13,964 shares; 2025Q2: 12,509 shares; 2025Q3: 13,084 shares; 2025Q4: 12,419 shares; 2026Q1: 12,715 shares 12,715$2.98M0.02%+296Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,044 shares; 2024Q4: 11,680 shares; 2025Q1: 8,368 shares; 2025Q2: 12,048 shares; 2025Q3: 15,163 shares; 2025Q4: 29,633 shares; 2026Q1: 34,590 shares 34,590$2.95M0.02%+4,957Timeline
QTECFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,549 shares; 2024Q4: 18,263 shares; 2025Q1: 17,827 shares; 2025Q2: 18,096 shares; 2025Q3: 14,549 shares; 2025Q4: 13,755 shares; 2026Q1: 13,643 shares 13,643$2.95M0.02%-112Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,222 shares; 2024Q4: 3,228 shares; 2025Q1: 3,168 shares; 2025Q2: 3,149 shares; 2025Q3: 2,637 shares; 2025Q4: 13,990 shares; 2026Q1: 27,576 shares 27,576$2.94M0.02%+13,586Timeline
KRKROGER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,345 shares; 2024Q4: 65,748 shares; 2025Q1: 55,010 shares; 2025Q2: 55,385 shares; 2025Q3: 43,988 shares; 2025Q4: 47,293 shares; 2026Q1: 40,284 shares 40,284$2.91M0.02%-7,009Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,918 shares; 2024Q4: 14,861 shares; 2025Q1: 14,166 shares; 2025Q2: 13,998 shares; 2025Q3: 14,472 shares; 2025Q4: 12,711 shares; 2026Q1: 15,299 shares 15,299$2.9M0.02%+2,588Timeline
BPREBLUEROCK PVT REAL ESTATE FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 234,850 shares; 2026Q1: 174,633 shares 174,633$2.9M0.02%-60,217Timeline
LXPLXP INDUSTRIAL TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,611 shares; 2026Q1: 62,435 shares 62,435$2.89M0.02%+2,824Timeline
TOLTOLL BROTHERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,704 shares; 2025Q2: 2,714 shares; 2025Q3: 2,543 shares; 2025Q4: 2,779 shares; 2026Q1: 21,025 shares 21,025$2.87M0.02%+18,246Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,435 shares; 2024Q4: 7,713 shares; 2025Q1: 8,472 shares; 2025Q2: 9,123 shares; 2025Q3: 8,784 shares; 2025Q4: 9,186 shares; 2026Q1: 8,921 shares 8,921$2.86M0.02%-265Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,309 shares; 2025Q1: 1,532 shares; 2025Q2: 1,929 shares; 2025Q3: 2,287 shares; 2025Q4: 2,607 shares; 2026Q1: 2,967 shares 2,967$2.85M0.02%+360Timeline
OKTAOKTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,375 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,933 shares 35,933$2.83M0.02%newTimeline
EWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,126 shares; 2024Q4: 19,921 shares; 2025Q1: 15,889 shares; 2025Q2: 18,275 shares; 2025Q3: 21,305 shares; 2025Q4: 31,631 shares; 2026Q1: 42,603 shares 42,603$2.82M0.02%+10,972Timeline
FTAFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,012 shares; 2024Q4: 93,617 shares; 2025Q1: 95,060 shares; 2025Q2: 93,783 shares; 2025Q3: 68,487 shares; 2025Q4: 70,747 shares; 2026Q1: 30,404 shares 30,404$2.81M0.02%-40,343Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,821 shares; 2024Q4: 6,369 shares; 2025Q1: 4,798 shares; 2025Q2: 12,416 shares; 2025Q3: 16,653 shares; 2025Q4: 17,814 shares; 2026Q1: 33,574 shares 33,574$2.78M0.02%+15,760Timeline
RULECOLLABORATIVE INVESTMNT SERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 403,184 shares; 2024Q4: 355,731 shares; 2025Q1: 197,206 shares; 2025Q2: 158,329 shares; 2025Q3: 144,517 shares; 2025Q4: 121,198 shares; 2026Q1: 117,422 shares 117,422$2.77M0.01%-3,776Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,077 shares; 2024Q4: 8,369 shares; 2025Q1: 8,503 shares; 2025Q2: 10,633 shares; 2025Q3: 10,676 shares; 2025Q4: 12,304 shares; 2026Q1: 15,211 shares 15,211$2.77M0.01%+2,907Timeline
GOFGUGGENHEIM STRATEGIC OPPORTUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,571 shares; 2024Q4: 21,512 shares; 2025Q1: 23,239 shares; 2025Q2: 24,079 shares; 2025Q3: 31,113 shares; 2025Q4: 137,245 shares; 2026Q1: 251,106 shares 251,106$2.77M0.01%+113,861Timeline
GRIDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,598 shares; 2024Q4: 9,668 shares; 2025Q1: 9,657 shares; 2025Q2: 8,244 shares; 2025Q3: 9,188 shares; 2025Q4: 12,283 shares; 2026Q1: 16,912 shares 16,912$2.77M0.01%+4,629Timeline
FLEXFLEX LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,040 shares; 2025Q2: 6,679 shares; 2025Q3: 5,764 shares; 2025Q4: 6,943 shares; 2026Q1: 42,174 shares 42,174$2.76M0.01%+35,231Timeline
BENFRANKLIN TEMPLETON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 563,922 shares; 2024Q4: 635,659 shares; 2025Q1: 650,888 shares; 2025Q2: 95,682 shares; 2025Q3: 94,113 shares; 2025Q4: 103,501 shares; 2026Q1: 116,693 shares 116,693$2.76M0.01%+13,192Timeline
VMBSVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 929,056 shares; 2024Q4: 951,458 shares; 2025Q1: 894,980 shares; 2025Q2: 39,700 shares; 2025Q3: 42,669 shares; 2025Q4: 56,509 shares; 2026Q1: 57,846 shares 57,846$2.72M0.01%+1,337Timeline
FDGAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,145 shares; 2025Q1: 5,918 shares; 2025Q2: 8,619 shares; 2025Q3: 12,385 shares; 2025Q4: 20,755 shares; 2026Q1: 23,769 shares 23,769$2.71M0.01%+3,014Timeline
BARGRANITESHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,425 shares; 2024Q4: 79,468 shares; 2025Q1: 79,237 shares; 2025Q2: 67,209 shares; 2025Q3: 69,589 shares; 2025Q4: 67,736 shares; 2026Q1: 58,640 shares 58,640$2.71M0.01%-9,096Timeline
CERYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,396 shares; 2025Q1: 56,257 shares; 2025Q2: 42,560 shares; 2025Q3: 68,297 shares; 2025Q4: 55,335 shares; 2026Q1: 76,691 shares 76,691$2.7M0.01%+21,356Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,858 shares; 2024Q4: 11,850 shares; 2025Q1: 11,896 shares; 2025Q2: 13,195 shares; 2025Q3: 16,527 shares; 2025Q4: 20,274 shares; 2026Q1: 20,766 shares 20,766$2.7M0.01%+492Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,119 shares; 2025Q1: 11,323 shares; 2025Q2: 17,302 shares; 2025Q3: 20,377 shares; 2025Q4: 24,750 shares; 2026Q1: 26,924 shares 26,924$2.69M0.01%+2,174Timeline
UTHRUNITED THERAPEUTICS CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 803 shares; 2025Q2: 864 shares; 2025Q3: 4,288 shares; 2025Q4: 1,595 shares; 2026Q1: 4,531 shares 4,531$2.69M0.01%+2,936Timeline
NRGNRG ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,827 shares; 2024Q4: 164,881 shares; 2025Q1: 147,091 shares; 2025Q2: 16,707 shares; 2025Q3: 18,126 shares; 2025Q4: 16,644 shares; 2026Q1: 18,181 shares 18,181$2.66M0.01%+1,537Timeline
QBULELEVATION SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 857,812 shares; 2024Q4: 945,437 shares; 2025Q1: 959,716 shares; 2025Q2: 967,149 shares; 2025Q3: 34,289 shares; 2025Q4: 32,396 shares; 2026Q1: 112,381 shares 112,381$2.65M0.01%+79,985Timeline
PAUGINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,603 shares; 2024Q4: 81,834 shares; 2025Q1: 77,192 shares; 2025Q2: 75,421 shares; 2025Q3: 78,507 shares; 2025Q4: 67,844 shares; 2026Q1: 61,881 shares 61,881$2.64M0.01%-5,963Timeline
ZNOVINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 840 shares; 2025Q1: 840 shares; 2025Q2: 1,456 shares; 2025Q3: 1,563 shares; 2025Q4: 90,601 shares; 2026Q1: 99,438 shares 99,438$2.64M0.01%+8,837Timeline
ATOATMOS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,638 shares; 2025Q4: 10,266 shares; 2026Q1: 14,252 shares 14,252$2.63M0.01%+3,986Timeline
CASYCASEYS GEN STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,593 shares; 2024Q4: 1,593 shares; 2025Q1: 1,161 shares; 2025Q2: 1,412 shares; 2025Q3: 2,574 shares; 2025Q4: 3,002 shares; 2026Q1: 3,613 shares 3,613$2.63M0.01%+611Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,563 shares; 2024Q4: 59,989 shares; 2025Q1: 60,945 shares; 2025Q2: 63,647 shares; 2025Q3: 68,981 shares; 2025Q4: 5,257 shares; 2026Q1: 5,350 shares 5,350$2.63M0.01%+93Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,505 shares; 2024Q4: 3,293 shares; 2025Q1: 4,781 shares; 2025Q2: 4,801 shares; 2025Q3: 5,580 shares; 2025Q4: 6,177 shares; 2026Q1: 7,361 shares 7,361$2.62M0.01%+1,184Timeline
TRUTRANSUNIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,521 shares; 2026Q1: 37,571 shares 37,571$2.6M0.01%+35,050Timeline
QINTAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,266 shares; 2025Q1: 12,059 shares; 2025Q2: 38,484 shares; 2025Q3: 51,997 shares; 2025Q4: 35,012 shares; 2026Q1: 39,693 shares 39,693$2.6M0.01%+4,681Timeline
XBISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,416 shares; 2024Q4: 19,499 shares; 2025Q1: 19,459 shares; 2025Q2: 20,600 shares; 2025Q3: 22,835 shares; 2025Q4: 22,077 shares; 2026Q1: 20,287 shares 20,287$2.59M0.01%-1,790Timeline
TTETOTALENERGIES SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,026 shares; 2026Q1: 28,150 shares 28,150$2.56M0.01%-1,876Timeline
HDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,697 shares; 2024Q4: 13,851 shares; 2025Q1: 13,720 shares; 2025Q2: 14,404 shares; 2025Q3: 13,679 shares; 2025Q4: 15,297 shares; 2026Q1: 18,857 shares 18,857$2.56M0.01%+3,560Timeline
FTGCFIRST TR EXCHANGE TRAD FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,144 shares; 2024Q4: 14,868 shares; 2025Q1: 15,854 shares; 2025Q2: 12,573 shares; 2025Q3: 12,659 shares; 2025Q4: 38,682 shares; 2026Q1: 88,866 shares 88,866$2.55M0.01%+50,184Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,989 shares; 2024Q4: 12,535 shares; 2025Q1: 9,943 shares; 2025Q2: 9,135 shares; 2025Q3: 13,968 shares; 2025Q4: 15,051 shares; 2026Q1: 17,986 shares 17,986$2.54M0.01%+2,935Timeline
XSMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,845 shares; 2025Q1: 1,931 shares; 2025Q2: 1,962 shares; 2025Q3: 1,962 shares; 2025Q4: 2,048 shares; 2026Q1: 33,366 shares 33,366$2.54M0.01%+31,318Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,501 shares; 2024Q4: 43,062 shares; 2025Q1: 39,526 shares; 2025Q2: 83,495 shares; 2025Q3: 90,407 shares; 2025Q4: 78,341 shares; 2026Q1: 82,897 shares 82,897$2.53M0.01%+4,556Timeline
TAXXBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,967 shares; 2025Q4: 10,750 shares; 2026Q1: 50,001 shares 50,001$2.53M0.01%+39,251Timeline
VOOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,709 shares; 2024Q4: 7,315 shares; 2025Q1: 4,028 shares; 2025Q2: 4,311 shares; 2025Q3: 4,261 shares; 2025Q4: 4,517 shares; 2026Q1: 6,141 shares 6,141$2.5M0.01%+1,624Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,217 shares; 2024Q4: 136,517 shares; 2025Q1: 150,358 shares; 2025Q2: 111,330 shares; 2025Q3: 48,336 shares; 2025Q4: 44,800 shares; 2026Q1: 13,798 shares 13,798$2.5M0.01%-31,002Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,731 shares; 2024Q4: 2,933 shares; 2025Q1: 3,012 shares; 2025Q2: 4,095 shares; 2025Q3: 4,884 shares; 2025Q4: 6,285 shares; 2026Q1: 7,617 shares 7,617$2.48M0.01%+1,332Timeline
TBILRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,259 shares; 2025Q1: 1,055 shares; 2025Q2: 24,580 shares; 2025Q3: 24,223 shares; 2025Q4: 35,050 shares; 2026Q1: 49,662 shares 49,662$2.48M0.01%+14,612Timeline
IBNDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,271 shares; 2024Q4: 42,437 shares; 2025Q1: 43,633 shares; 2025Q2: 61,433 shares; 2025Q3: 71,703 shares; 2025Q4: 69,385 shares; 2026Q1: 79,454 shares 79,454$2.47M0.01%+10,069Timeline
ZROZPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,923 shares; 2024Q4: 124,315 shares; 2025Q1: 36,772 shares; 2025Q2: 38,207 shares; 2025Q3: 38,803 shares; 2025Q4: 38,353 shares; 2026Q1: 38,103 shares 38,103$2.44M0.01%-250Timeline
SNXTD SYNNEX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,195 shares; 2024Q4: 14,680 shares; 2025Q1: 14,036 shares; 2025Q2: 14,031 shares; 2025Q3: 6,246 shares; 2025Q4: 7,699 shares; 2026Q1: 14,441 shares 14,441$2.44M0.01%+6,742Timeline
SNASNAP ON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,009 shares; 2024Q4: 1,028 shares; 2025Q1: 1,090 shares; 2025Q2: 875 shares; 2025Q3: 945 shares; 2025Q4: 993 shares; 2026Q1: 6,696 shares 6,696$2.43M0.01%+5,703Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 232,216 shares; 2024Q4: 258,747 shares; 2025Q1: 258,497 shares; 2025Q2: 275,154 shares; 2025Q3: 275,011 shares; 2025Q4: 73,062 shares; 2026Q1: 45,836 shares 45,836$2.42M0.01%-27,226Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,213 shares; 2024Q4: 143,575 shares; 2025Q1: 76,505 shares; 2025Q2: 52,535 shares; 2025Q3: 27,307 shares; 2025Q4: 29,512 shares; 2026Q1: 32,762 shares 32,762$2.41M0.01%+3,250Timeline
CBRECBRE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,263 shares; 2024Q4: 15,836 shares; 2025Q1: 16,254 shares; 2025Q2: 17,139 shares; 2025Q3: 17,931 shares; 2025Q4: 19,527 shares; 2026Q1: 17,791 shares 17,791$2.41M0.01%-1,736Timeline
FIXDFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,904 shares; 2024Q4: 88,215 shares; 2025Q1: 61,160 shares; 2025Q2: 50,228 shares; 2025Q3: 49,937 shares; 2025Q4: 49,671 shares; 2026Q1: 55,150 shares 55,150$2.4M0.01%+5,479Timeline
LHXL3HARRIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,913 shares; 2024Q4: 2,710 shares; 2025Q1: 4,516 shares; 2025Q2: 5,098 shares; 2025Q3: 5,425 shares; 2025Q4: 6,607 shares; 2026Q1: 6,938 shares 6,938$2.39M0.01%+331Timeline
REXRREXFORD INDL RLTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,711 shares; 2025Q2: 6,154 shares; 2025Q3: 6,013 shares; 2025Q4: 6,084 shares; 2026Q1: 73,096 shares 73,096$2.39M0.01%+67,012Timeline
NLYANNALY CAPITAL MANAGEMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,233 shares; 2026Q1: 112,824 shares 112,824$2.39M0.01%+95,591Timeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,036 shares; 2025Q1: 1,281 shares; 2025Q2: 1,673 shares; 2025Q3: 2,357 shares; 2025Q4: 8,154 shares; 2026Q1: 13,655 shares 13,655$2.38M0.01%+5,501Timeline
EMBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,113 shares; 2024Q4: 50,301 shares; 2025Q1: 48,732 shares; 2025Q2: 53,323 shares; 2025Q3: 60,530 shares; 2025Q4: 66,219 shares; 2026Q1: 25,323 shares 25,323$2.38M0.01%-40,896Timeline
SPHQINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,938 shares; 2024Q4: 5,440 shares; 2025Q1: 6,632 shares; 2025Q2: 8,812 shares; 2025Q3: 9,663 shares; 2025Q4: 10,932 shares; 2026Q1: 31,565 shares 31,565$2.37M0.01%+20,633Timeline
DALDELTA AIR LINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,565 shares; 2024Q4: 20,772 shares; 2025Q1: 23,860 shares; 2025Q2: 26,179 shares; 2025Q3: 22,867 shares; 2025Q4: 34,787 shares; 2026Q1: 35,499 shares 35,499$2.36M0.01%+712Timeline
FSMDFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,389 shares; 2024Q4: 47,531 shares; 2025Q1: 52,639 shares; 2025Q2: 12,980 shares; 2025Q3: 8,544 shares; 2025Q4: 45,802 shares; 2026Q1: 52,536 shares 52,536$2.35M0.01%+6,734Timeline
MFULCOLLABORATIVE INVESTMNT SERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 474,041 shares; 2024Q4: 422,978 shares; 2025Q1: 197,444 shares; 2025Q2: 153,255 shares; 2025Q3: 145,256 shares; 2025Q4: 113,811 shares; 2026Q1: 108,568 shares 108,568$2.35M0.01%-5,243Timeline
MLNVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,701 shares; 2024Q4: 136,619 shares; 2025Q1: 140,517 shares; 2025Q2: 148,673 shares; 2025Q3: 143,652 shares; 2025Q4: 148,049 shares; 2026Q1: 134,010 shares 134,010$2.34M0.01%-14,039Timeline
RSMVLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 125,000 shares; 2025Q4: 114,176 shares; 2026Q1: 88,057 shares 88,057$2.33M0.01%-26,119Timeline
YALLTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,290 shares; 2024Q4: 33,635 shares; 2025Q1: 36,868 shares; 2025Q2: 37,012 shares; 2025Q3: 51,309 shares; 2025Q4: 53,466 shares; 2026Q1: 55,608 shares 55,608$2.33M0.01%+2,142Timeline
FPEFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,327 shares; 2024Q4: 154,662 shares; 2025Q1: 150,353 shares; 2025Q2: 158,557 shares; 2025Q3: 150,934 shares; 2025Q4: 149,561 shares; 2026Q1: 131,024 shares 131,024$2.33M0.01%-18,537Timeline
GPIXGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,365 shares; 2026Q1: 46,104 shares 46,104$2.31M0.01%+43,739Timeline
WWJDNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,413 shares; 2025Q1: 18,732 shares; 2025Q2: 26,970 shares; 2025Q3: 34,098 shares; 2025Q4: 44,981 shares; 2026Q1: 61,552 shares 61,552$2.3M0.01%+16,571Timeline
FBCGFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 91,414 shares; 2025Q1: 1,460 shares; 2025Q2: 16,455 shares; 2025Q3: 31,434 shares; 2025Q4: 38,306 shares; 2026Q1: 45,203 shares 45,203$2.27M0.01%+6,897Timeline
PMAYINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,381 shares; 2024Q4: 163,088 shares; 2025Q1: 157,400 shares; 2025Q2: 86,603 shares; 2025Q3: 78,263 shares; 2025Q4: 74,326 shares; 2026Q1: 56,568 shares 56,568$2.26M0.01%-17,758Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,801 shares; 2024Q4: 13,846 shares; 2025Q1: 16,964 shares; 2025Q2: 15,061 shares; 2025Q3: 12,168 shares; 2025Q4: 18,606 shares; 2026Q1: 15,389 shares 15,389$2.26M0.01%-3,217Timeline
PPCPILGRIMS PRIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,934 shares; 2025Q4: 60,718 shares; 2026Q1: 59,728 shares 59,728$2.26M0.01%-990Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,477 shares; 2024Q4: 24,672 shares; 2025Q1: 12,152 shares; 2025Q2: 10,694 shares; 2025Q3: 9,975 shares; 2025Q4: 9,272 shares; 2026Q1: 9,207 shares 9,207$2.25M0.01%-65Timeline
ITWILLINOIS TOOL WKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,717 shares; 2024Q4: 2,792 shares; 2025Q1: 3,127 shares; 2025Q2: 3,997 shares; 2025Q3: 9,128 shares; 2025Q4: 10,651 shares; 2026Q1: 8,536 shares 8,536$2.22M0.01%-2,115Timeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,937 shares; 2024Q4: 14,859 shares; 2025Q1: 14,627 shares; 2025Q2: 15,461 shares; 2025Q3: 15,990 shares; 2025Q4: 9,344 shares; 2026Q1: 4,124 shares 4,124$2.22M0.01%-5,220Timeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,499 shares; 2024Q4: 52,809 shares; 2025Q1: 70,014 shares; 2025Q2: 86,418 shares; 2025Q3: 148,604 shares; 2025Q4: 140,272 shares; 2026Q1: 6,974 shares 6,974$2.22M0.01%-133,298Timeline
CIBRFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,731 shares; 2024Q4: 21,637 shares; 2025Q1: 21,318 shares; 2025Q2: 18,651 shares; 2025Q3: 24,615 shares; 2025Q4: 29,517 shares; 2026Q1: 35,204 shares 35,204$2.21M0.01%+5,687Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,672 shares; 2024Q4: 5,279 shares; 2025Q1: 5,624 shares; 2025Q2: 6,394 shares; 2025Q3: 10,632 shares; 2025Q4: 11,428 shares; 2026Q1: 7,682 shares 7,682$2.2M0.01%-3,746Timeline
FBTFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,755 shares; 2024Q4: 12,725 shares; 2025Q1: 12,289 shares; 2025Q2: 11,063 shares; 2025Q3: 10,751 shares; 2025Q4: 11,218 shares; 2026Q1: 10,956 shares 10,956$2.2M0.01%-262Timeline
NADNUVEEN QUALITY MUNCP INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,162 shares; 2025Q3: 25,398 shares; 2025Q4: 108,488 shares; 2026Q1: 191,144 shares 191,144$2.2M0.01%+82,656Timeline
BKHYBNY MELLON ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,507 shares; 2026Q1: 46,199 shares 46,199$2.19M0.01%+27,692Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,830 shares; 2024Q4: 4,900 shares; 2025Q1: 6,476 shares; 2025Q2: 9,239 shares; 2025Q3: 11,568 shares; 2025Q4: 13,467 shares; 2026Q1: 16,053 shares 16,053$2.18M0.01%+2,586Timeline
FDTFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,418 shares; 2024Q4: 62,251 shares; 2025Q1: 57,991 shares; 2025Q2: 44,616 shares; 2025Q3: 41,028 shares; 2025Q4: 37,368 shares; 2026Q1: 25,087 shares 25,087$2.18M0.01%-12,281Timeline
BLVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,143 shares; 2024Q4: 28,051 shares; 2025Q1: 25,030 shares; 2025Q2: 25,125 shares; 2025Q3: 26,716 shares; 2025Q4: 30,178 shares; 2026Q1: 31,642 shares 31,642$2.18M0.01%+1,464Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,894 shares; 2024Q4: 82,599 shares; 2025Q1: 91,157 shares; 2025Q2: 14,309 shares; 2025Q3: 13,230 shares; 2025Q4: 13,652 shares; 2026Q1: 13,243 shares 13,243$2.17M0.01%-409Timeline
VFLOVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,834 shares; 2024Q4: 40,949 shares; 2025Q1: 44,536 shares; 2025Q2: 46,768 shares; 2025Q3: 47,134 shares; 2025Q4: 46,699 shares; 2026Q1: 54,975 shares 54,975$2.17M0.01%+8,276Timeline
GISGENERAL MILLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,568 shares; 2024Q4: 56,993 shares; 2025Q1: 56,449 shares; 2025Q2: 321,317 shares; 2025Q3: 346,005 shares; 2025Q4: 404,693 shares; 2026Q1: 58,289 shares 58,289$2.17M0.01%-346,404Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,985 shares; 2024Q4: 71,322 shares; 2025Q1: 63,972 shares; 2025Q2: 60,773 shares; 2025Q3: 60,775 shares; 2025Q4: 60,396 shares; 2026Q1: 63,591 shares 63,591$2.16M0.01%+3,195Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 1 shares; 2026Q1: 3 shares 3$2.15M0.01%+2Timeline
ETENERGY TRANSFER L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,608 shares; 2024Q4: 90,260 shares; 2025Q1: 101,699 shares; 2025Q2: 93,788 shares; 2025Q3: 101,006 shares; 2025Q4: 103,390 shares; 2026Q1: 110,976 shares 110,976$2.14M0.01%+7,586Timeline
ISHGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,466 shares; 2024Q4: 12,682 shares; 2025Q1: 13,782 shares; 2025Q2: 21,588 shares; 2025Q3: 23,188 shares; 2025Q4: 25,424 shares; 2026Q1: 28,852 shares 28,852$2.14M0.01%+3,428Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,684 shares; 2024Q4: 5,980 shares; 2025Q1: 6,209 shares; 2025Q2: 8,213 shares; 2025Q3: 12,105 shares; 2025Q4: 17,900 shares; 2026Q1: 20,678 shares 20,678$2.11M0.01%+2,778Timeline
CNACNA FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,709 shares; 2024Q4: 34,492 shares; 2025Q1: 33,648 shares; 2025Q2: 33,440 shares; 2025Q3: 16,485 shares; 2025Q4: 17,118 shares; 2026Q1: 45,601 shares 45,601$2.09M0.01%+28,483Timeline
INCYINCYTE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,995 shares; 2026Q1: 22,230 shares 22,230$2.09M0.01%-4,765Timeline
PJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,236 shares; 2024Q4: 44,455 shares; 2025Q1: 56,506 shares; 2025Q2: 43,321 shares; 2025Q3: 45,718 shares; 2025Q4: 46,720 shares; 2026Q1: 44,939 shares 44,939$2.07M0.01%-1,781Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,520 shares; 2024Q4: 17,789 shares; 2025Q1: 15,713 shares; 2025Q2: 10,012 shares; 2025Q3: 11,280 shares; 2025Q4: 10,759 shares; 2026Q1: 10,352 shares 10,352$2.05M0.01%-407Timeline
AGGYWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,219 shares; 2024Q4: 38,869 shares; 2025Q1: 38,130 shares; 2025Q2: 34,055 shares; 2025Q3: 37,914 shares; 2025Q4: 41,729 shares; 2026Q1: 46,934 shares 46,934$2.04M0.01%+5,205Timeline
DIVGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,178,983 shares; 2024Q4: 964,701 shares; 2025Q1: 926,183 shares; 2025Q2: 999,605 shares; 2025Q3: 1,074,027 shares; 2025Q4: 1,142,553 shares; 2026Q1: 107,791 shares 107,791$2.04M0.01%-1,034,762Timeline
FEMFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,411 shares; 2024Q4: 79,986 shares; 2025Q1: 75,976 shares; 2025Q2: 62,581 shares; 2025Q3: 59,881 shares; 2025Q4: 56,443 shares; 2026Q1: 67,932 shares 67,932$2.03M0.01%+11,489Timeline
IBHFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,854 shares; 2024Q4: 31,021 shares; 2025Q1: 32,501 shares; 2025Q2: 33,020 shares; 2025Q3: 97,378 shares; 2025Q4: 95,140 shares; 2026Q1: 88,431 shares 88,431$2.03M0.01%-6,709Timeline
BSMUINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,779 shares; 2024Q4: 82,174 shares; 2025Q1: 90,200 shares; 2025Q2: 97,290 shares; 2025Q3: 101,704 shares; 2025Q4: 100,033 shares; 2026Q1: 92,882 shares 92,882$2.03M0.01%-7,151Timeline
LDURPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,805 shares; 2025Q1: 8,578 shares; 2025Q2: 21,030 shares; 2025Q3: 20,570 shares; 2025Q4: 19,989 shares; 2026Q1: 21,103 shares 21,103$2.02M0.01%+1,114Timeline
KVUEKENVUE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,820 shares; 2024Q4: 13,460 shares; 2025Q1: 15,857 shares; 2025Q2: 23,428 shares; 2025Q3: 17,909 shares; 2025Q4: 47,056 shares; 2026Q1: 117,083 shares 117,083$2.02M0.01%+70,027Timeline
BABINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 616 shares; 2025Q1: 702 shares; 2025Q2: 141 shares; 2025Q3: 2,575 shares; 2025Q4: 87,715 shares; 2026Q1: 74,358 shares 74,358$2M0.01%-13,357Timeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,316 shares; 2024Q4: 35,115 shares; 2025Q1: 27,557 shares; 2025Q2: 26,355 shares; 2025Q3: 18,700 shares; 2025Q4: 12,712 shares; 2026Q1: 8,397 shares 8,397$2M0.01%-4,315Timeline
FTLSFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,789 shares; 2024Q4: 29,174 shares; 2025Q1: 16,971 shares; 2025Q2: 12,518 shares; 2025Q3: 13,260 shares; 2025Q4: 13,109 shares; 2026Q1: 28,365 shares 28,365$2M0.01%+15,256Timeline
RGLDROYAL GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,686 shares; 2024Q4: 3,281 shares; 2025Q1: 3,200 shares; 2025Q2: 3,298 shares; 2025Q3: 5,069 shares; 2025Q4: 8,182 shares; 2026Q1: 7,810 shares 7,810$1.99M0.01%-372Timeline
TYASIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 802,557 shares; 2024Q4: 1,017,452 shares; 2025Q1: 1,588,484 shares; 2025Q2: 1,698,863 shares; 2025Q3: 680,858 shares; 2025Q4: 341,032 shares; 2026Q1: 151,258 shares 151,258$1.99M0.01%-189,774Timeline
BUFDFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,681 shares; 2024Q4: 73,914 shares; 2025Q1: 43,169 shares; 2025Q2: 41,523 shares; 2025Q3: 51,783 shares; 2025Q4: 63,162 shares; 2026Q1: 70,898 shares 70,898$1.99M0.01%+7,736Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,443 shares; 2024Q4: 7,671 shares; 2025Q1: 4,718 shares; 2025Q2: 8,770 shares; 2025Q3: 5,302 shares; 2025Q4: 5,425 shares; 2026Q1: 9,603 shares 9,603$1.98M0.01%+4,178Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,033 shares; 2024Q4: 12,174 shares; 2025Q1: 12,406 shares; 2025Q2: 11,700 shares; 2025Q3: 12,397 shares; 2025Q4: 15,510 shares; 2026Q1: 10,415 shares 10,415$1.97M0.01%-5,095Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,033 shares; 2024Q4: 2,171 shares; 2025Q1: 2,317 shares; 2025Q2: 3,037 shares; 2025Q3: 4,367 shares; 2025Q4: 5,706 shares; 2026Q1: 5,974 shares 5,974$1.96M0.01%+268Timeline
EWZISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 292 shares; 2025Q1: 292 shares; 2025Q2: 292 shares; 2025Q3: 292 shares; 2025Q4: 21,856 shares; 2026Q1: 51,002 shares 51,002$1.96M0.01%+29,146Timeline
TFLOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,526 shares; 2024Q4: 101,993 shares; 2025Q1: 79,189 shares; 2025Q2: 29,305 shares; 2025Q3: 25,212 shares; 2025Q4: 22,338 shares; 2026Q1: 38,662 shares 38,662$1.96M0.01%+16,324Timeline
AVREAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,928 shares; 2025Q1: 10,614 shares; 2025Q2: 20,450 shares; 2025Q3: 28,456 shares; 2025Q4: 40,119 shares; 2026Q1: 44,300 shares 44,300$1.95M0.01%+4,181Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 347 shares; 2024Q4: 330 shares; 2025Q1: 352 shares; 2025Q2: 431 shares; 2025Q3: 525 shares; 2025Q4: 502 shares; 2026Q1: 462 shares 462$1.95M0.01%-40Timeline
AMLPALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,376 shares; 2025Q1: 3,622 shares; 2025Q2: 2,813 shares; 2025Q3: 3,186 shares; 2025Q4: 19,410 shares; 2026Q1: 36,893 shares 36,893$1.94M0.01%+17,483Timeline
TLTWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 925 shares; 2025Q1: 11,209 shares; 2025Q2: 1,325 shares; 2025Q3: 3,025 shares; 2025Q4: 4,679 shares; 2026Q1: 85,809 shares 85,809$1.94M0.01%+81,130Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 181 shares; 2025Q1: 207 shares; 2025Q2: 230 shares; 2025Q3: 328 shares; 2025Q4: 657 shares; 2026Q1: 1,120 shares 1,120$1.94M0.01%+463Timeline
CRWVCOREWEAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,993 shares; 2025Q4: 13,339 shares; 2026Q1: 24,974 shares 24,974$1.93M0.01%+11,635Timeline
PMARINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,714 shares; 2024Q4: 50,317 shares; 2025Q1: 33,192 shares; 2025Q2: 30,907 shares; 2025Q3: 30,807 shares; 2025Q4: 26,269 shares; 2026Q1: 43,075 shares 43,075$1.92M0.01%+16,806Timeline
CAHCARDINAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,205 shares; 2024Q4: 23,409 shares; 2025Q1: 22,809 shares; 2025Q2: 21,780 shares; 2025Q3: 9,051 shares; 2025Q4: 9,531 shares; 2026Q1: 9,065 shares 9,065$1.92M0.01%-466Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,176 shares; 2024Q4: 256,645 shares; 2025Q1: 197,643 shares; 2025Q2: 42,035 shares; 2025Q3: 46,708 shares; 2025Q4: 49,911 shares; 2026Q1: 38,782 shares 38,782$1.91M0.01%-11,129Timeline
HYMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,645 shares; 2024Q4: 69,709 shares; 2025Q1: 75,191 shares; 2025Q2: 67,488 shares; 2025Q3: 76,685 shares; 2025Q4: 77,283 shares; 2026Q1: 76,850 shares 76,850$1.91M0.01%-433Timeline
GDXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,982 shares; 2024Q4: 30,271 shares; 2025Q1: 197,711 shares; 2025Q2: 170,590 shares; 2025Q3: 166,262 shares; 2025Q4: 88,102 shares; 2026Q1: 20,613 shares 20,613$1.89M0.01%-67,489Timeline
FDVVFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,645 shares; 2024Q4: 78,363 shares; 2025Q1: 81,259 shares; 2025Q2: 44,850 shares; 2025Q3: 27,313 shares; 2025Q4: 29,298 shares; 2026Q1: 34,141 shares 34,141$1.89M0.01%+4,843Timeline
ITAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,813 shares; 2024Q4: 5,567 shares; 2025Q1: 9,378 shares; 2025Q2: 6,584 shares; 2025Q3: 9,684 shares; 2025Q4: 8,220 shares; 2026Q1: 8,591 shares 8,591$1.88M0.01%+371Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,574 shares; 2024Q4: 1,865 shares; 2025Q1: 10,079 shares; 2025Q2: 10,531 shares; 2025Q3: 11,250 shares; 2025Q4: 8,883 shares; 2026Q1: 7,460 shares 7,460$1.87M0.01%-1,423Timeline
RVNUDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,126 shares; 2024Q4: 85,112 shares; 2025Q1: 94,499 shares; 2025Q2: 94,933 shares; 2025Q3: 91,998 shares; 2025Q4: 80,746 shares; 2026Q1: 75,593 shares 75,593$1.86M0.01%-5,153Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,374 shares; 2024Q4: 1,738 shares; 2025Q1: 2,016 shares; 2025Q2: 2,691 shares; 2025Q3: 2,856 shares; 2025Q4: 2,821 shares; 2026Q1: 7,747 shares 7,747$1.85M0.01%+4,926Timeline
FMFFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,611 shares; 2024Q4: 43,904 shares; 2025Q1: 26,750 shares; 2025Q2: 17,558 shares; 2025Q3: 19,423 shares; 2025Q4: 19,711 shares; 2026Q1: 36,611 shares 36,611$1.85M0.01%+16,900Timeline
PSEPINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,415,085 shares; 2024Q4: 1,200,248 shares; 2025Q1: 54,211 shares; 2025Q2: 52,033 shares; 2025Q3: 47,033 shares; 2025Q4: 44,117 shares; 2026Q1: 42,974 shares 42,974$1.85M0.01%-1,143Timeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 269,139 shares; 2024Q4: 282,008 shares; 2025Q1: 285,019 shares; 2025Q2: 298,133 shares; 2025Q3: 289,394 shares; 2025Q4: 17,904 shares; 2026Q1: 16,862 shares 16,862$1.85M0.01%-1,042Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,951 shares; 2024Q4: 3,796 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,633 shares; 2025Q4: 3,902 shares; 2026Q1: 6,800 shares 6,800$1.84M0.01%+2,898Timeline
MLIMUELLER INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,307 shares; 2025Q1: 18,846 shares; 2025Q2: 20,795 shares; 2025Q3: 21,041 shares; 2025Q4: 16,271 shares; 2026Q1: 16,280 shares 16,280$1.8M0.01%+9Timeline
DGRWWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,373 shares; 2024Q4: 15,073 shares; 2025Q1: 13,969 shares; 2025Q2: 15,262 shares; 2025Q3: 17,080 shares; 2025Q4: 19,086 shares; 2026Q1: 20,492 shares 20,492$1.8M0.01%+1,406Timeline
TJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,095 shares; 2024Q4: 15,119 shares; 2025Q1: 15,059 shares; 2025Q2: 15,560 shares; 2025Q3: 65,437 shares; 2025Q4: 63,287 shares; 2026Q1: 61,149 shares 61,149$1.8M0.01%-2,138Timeline
AIQGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,249 shares; 2024Q4: 12,252 shares; 2025Q1: 22,474 shares; 2025Q2: 10,669 shares; 2025Q3: 12,208 shares; 2025Q4: 25,676 shares; 2026Q1: 38,427 shares 38,427$1.79M0.01%+12,751Timeline
FLRNSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,637 shares; 2024Q4: 1,472 shares; 2025Q1: 5,232 shares; 2025Q2: 5,182 shares; 2025Q3: 14,022 shares; 2025Q4: 56,111 shares; 2026Q1: 58,255 shares 58,255$1.79M0.01%+2,144Timeline
HGERHARBOR ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,644 shares 57,644$1.79M0.01%newTimeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,152 shares; 2024Q4: 22,084 shares; 2025Q1: 17,026 shares; 2025Q2: 107,928 shares; 2025Q3: 43,007 shares; 2025Q4: 32,885 shares; 2026Q1: 28,984 shares 28,984$1.78M0.01%-3,901Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,787 shares; 2024Q4: 9,298 shares; 2025Q1: 8,593 shares; 2025Q2: 8,751 shares; 2025Q3: 9,899 shares; 2025Q4: 11,252 shares; 2026Q1: 13,372 shares 13,372$1.77M0.01%+2,120Timeline
UALUNITED AIRLS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,586 shares; 2025Q1: 3,160 shares; 2025Q2: 3,675 shares; 2025Q3: 3,525 shares; 2025Q4: 19,089 shares; 2026Q1: 19,155 shares 19,155$1.76M0.01%+66Timeline
METMETLIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,438 shares; 2024Q4: 50,603 shares; 2025Q1: 53,880 shares; 2025Q2: 59,770 shares; 2025Q3: 49,977 shares; 2025Q4: 59,344 shares; 2026Q1: 24,907 shares 24,907$1.76M0.01%-34,437Timeline
JCIJOHNSON CONTROLS INTERNATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,721 shares; 2024Q4: 55,877 shares; 2025Q1: 5,794 shares; 2025Q2: 8,795 shares; 2025Q3: 8,800 shares; 2025Q4: 9,985 shares; 2026Q1: 13,414 shares 13,414$1.76M0.01%+3,429Timeline
VRTXVERTEX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,136 shares; 2024Q4: 1,165 shares; 2025Q1: 1,164 shares; 2025Q2: 2,468 shares; 2025Q3: 1,772 shares; 2025Q4: 2,730 shares; 2026Q1: 3,924 shares 3,924$1.75M0.01%+1,194Timeline
PDECINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,646 shares; 2024Q4: 45,715 shares; 2025Q1: 45,272 shares; 2025Q2: 44,462 shares; 2025Q3: 30,308 shares; 2025Q4: 41,599 shares; 2026Q1: 40,929 shares 40,929$1.74M0.01%-670Timeline
EDCONSOLIDATED EDISON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,579 shares; 2024Q4: 8,322 shares; 2025Q1: 6,730 shares; 2025Q2: 9,297 shares; 2025Q3: 14,415 shares; 2025Q4: 16,653 shares; 2026Q1: 15,312 shares 15,312$1.73M0.01%-1,341Timeline
DTMDT MIDSTREAM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,801 shares; 2024Q4: 6,850 shares; 2025Q1: 11,244 shares; 2025Q2: 11,759 shares; 2025Q3: 11,541 shares; 2025Q4: 12,722 shares; 2026Q1: 12,842 shares 12,842$1.73M0.01%+120Timeline
POCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,196 shares; 2024Q4: 57,135 shares; 2025Q1: 50,577 shares; 2025Q2: 46,030 shares; 2025Q3: 46,836 shares; 2025Q4: 43,240 shares; 2026Q1: 39,985 shares 39,985$1.72M0.01%-3,255Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,108 shares; 2024Q4: 31,275 shares; 2025Q1: 43,022 shares; 2025Q2: 45,032 shares; 2025Q3: 56,026 shares; 2025Q4: 29,805 shares; 2026Q1: 38,015 shares 38,015$1.72M0.01%+8,210Timeline
RCLROYAL CARIBBEAN GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,019 shares; 2024Q4: 6,120 shares; 2025Q1: 7,564 shares; 2025Q2: 7,315 shares; 2025Q3: 4,894 shares; 2025Q4: 6,175 shares; 2026Q1: 6,219 shares 6,219$1.71M0.01%+44Timeline
AAGILENT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,688 shares; 2024Q4: 96,189 shares; 2025Q1: 95,406 shares; 2025Q2: 99,975 shares; 2025Q3: 74,319 shares; 2025Q4: 12,600 shares; 2026Q1: 15,005 shares 15,005$1.71M0.01%+2,405Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,829 shares; 2024Q4: 5,151 shares; 2025Q1: 5,172 shares; 2025Q2: 5,751 shares; 2025Q3: 5,711 shares; 2025Q4: 5,545 shares; 2026Q1: 5,645 shares 5,645$1.71M0.01%+100Timeline
YUMYUM BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,949 shares; 2024Q4: 147,338 shares; 2025Q1: 146,992 shares; 2025Q2: 155,398 shares; 2025Q3: 162,928 shares; 2025Q4: 10,730 shares; 2026Q1: 10,973 shares 10,973$1.71M0.01%+243Timeline
TMSLT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,101 shares; 2025Q1: 14,645 shares; 2025Q2: 15,227 shares; 2025Q3: 14,749 shares; 2025Q4: 14,905 shares; 2026Q1: 46,507 shares 46,507$1.71M0.01%+31,602Timeline
GWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,265 shares; 2024Q4: 31,841 shares; 2025Q1: 36,181 shares; 2025Q2: 37,222 shares; 2025Q3: 37,911 shares; 2025Q4: 39,883 shares; 2026Q1: 40,318 shares 40,318$1.7M0.01%+435Timeline
PECOPHILLIPS EDISON & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,668 shares; 2024Q4: 43,687 shares; 2025Q1: 39,889 shares; 2025Q2: 36,472 shares; 2025Q3: 45,530 shares; 2025Q4: 52,342 shares; 2026Q1: 45,479 shares 45,479$1.7M0.01%-6,863Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,643 shares; 2024Q4: 42,645 shares; 2025Q1: 52,505 shares; 2025Q2: 43,502 shares; 2025Q3: 45,281 shares; 2025Q4: 48,797 shares; 2026Q1: 44,789 shares 44,789$1.69M0.01%-4,008Timeline
FANGDIAMONDBACK ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,628 shares; 2024Q4: 22,189 shares; 2025Q1: 25,783 shares; 2025Q2: 29,328 shares; 2025Q3: 32,240 shares; 2025Q4: 7,831 shares; 2026Q1: 8,532 shares 8,532$1.69M0.01%+701Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,720 shares; 2024Q4: 22,424 shares; 2025Q1: 21,994 shares; 2025Q2: 23,637 shares; 2025Q3: 23,192 shares; 2025Q4: 22,227 shares; 2026Q1: 23,569 shares 23,569$1.67M0.01%+1,342Timeline
AJGGALLAGHER ARTHUR J & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,074 shares; 2024Q4: 6,988 shares; 2025Q1: 6,852 shares; 2025Q2: 6,910 shares; 2025Q3: 6,787 shares; 2025Q4: 6,811 shares; 2026Q1: 7,712 shares 7,712$1.67M0.01%+901Timeline
LNTALLIANT ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 219,013 shares; 2024Q4: 226,997 shares; 2025Q1: 274,603 shares; 2025Q2: 16,090 shares; 2025Q3: 18,864 shares; 2025Q4: 21,815 shares; 2026Q1: 23,235 shares 23,235$1.67M0.01%+1,420Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,514 shares; 2024Q4: 22,009 shares; 2025Q1: 22,447 shares; 2025Q2: 21,421 shares; 2025Q3: 23,250 shares; 2025Q4: 23,561 shares; 2026Q1: 18,665 shares 18,665$1.66M0.01%-4,896Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,814 shares; 2024Q4: 15,334 shares; 2025Q1: 18,666 shares; 2025Q2: 15,533 shares; 2025Q3: 16,283 shares; 2025Q4: 12,364 shares; 2026Q1: 13,162 shares 13,162$1.65M0.01%+798Timeline
GLRYNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,430 shares; 2024Q4: 9,855 shares; 2025Q1: 12,457 shares; 2025Q2: 15,749 shares; 2025Q3: 19,700 shares; 2025Q4: 36,958 shares; 2026Q1: 44,482 shares 44,482$1.65M0.01%+7,524Timeline
NMZNUVEEN MUN HIGH INCOME OPPORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,845 shares; 2024Q4: 91,354 shares; 2025Q1: 103,637 shares; 2025Q2: 130,672 shares; 2025Q3: 139,108 shares; 2025Q4: 138,157 shares; 2026Q1: 158,856 shares 158,856$1.65M0.01%+20,699Timeline
UNOVINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,486 shares; 2024Q4: 23,913 shares; 2025Q1: 24,062 shares; 2025Q2: 22,374 shares; 2025Q3: 22,163 shares; 2025Q4: 44,770 shares; 2026Q1: 44,055 shares 44,055$1.64M0.01%-715Timeline
LMBSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,127 shares; 2024Q4: 57,567 shares; 2025Q1: 56,109 shares; 2025Q2: 45,330 shares; 2025Q3: 36,904 shares; 2025Q4: 24,898 shares; 2026Q1: 32,335 shares 32,335$1.61M0.01%+7,437Timeline
FDECFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,517 shares; 2024Q4: 53,655 shares; 2025Q1: 51,470 shares; 2025Q2: 32,075 shares; 2025Q3: 32,163 shares; 2025Q4: 33,103 shares; 2026Q1: 32,337 shares 32,337$1.61M0.01%-766Timeline
IHAKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,471 shares; 2025Q1: 1,471 shares; 2025Q2: 9,231 shares; 2025Q3: 19,524 shares; 2025Q4: 28,121 shares; 2026Q1: 36,759 shares 36,759$1.6M0.01%+8,638Timeline
EMCBWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,552 shares; 2024Q4: 14,705 shares; 2025Q1: 12,958 shares; 2025Q2: 14,850 shares; 2025Q3: 17,234 shares; 2025Q4: 20,009 shares; 2026Q1: 24,458 shares 24,458$1.6M0.01%+4,449Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,077 shares; 2024Q4: 4,753 shares; 2025Q1: 5,742 shares; 2025Q2: 5,700 shares; 2025Q3: 8,886 shares; 2025Q4: 13,747 shares; 2026Q1: 43,352 shares 43,352$1.59M0.01%+29,605Timeline
AVSFAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,602 shares; 2025Q1: 14,627 shares; 2025Q2: 20,120 shares; 2025Q3: 32,272 shares; 2025Q4: 39,701 shares; 2026Q1: 33,939 shares 33,939$1.59M0.01%-5,762Timeline
PJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,291 shares; 2024Q4: 37,967 shares; 2025Q1: 36,333 shares; 2025Q2: 33,619 shares; 2025Q3: 37,615 shares; 2025Q4: 38,551 shares; 2026Q1: 34,241 shares 34,241$1.57M0.01%-4,310Timeline
NVSNOVARTIS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,095 shares; 2024Q4: 6,221 shares; 2025Q1: 6,709 shares; 2025Q2: 7,289 shares; 2025Q3: 9,030 shares; 2025Q4: 9,644 shares; 2026Q1: 10,249 shares 10,249$1.57M0.01%+605Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,947 shares; 2024Q4: 7,949 shares; 2025Q1: 7,519 shares; 2025Q2: 46,740 shares; 2025Q3: 33,273 shares; 2025Q4: 30,446 shares; 2026Q1: 16,092 shares 16,092$1.56M0.01%-14,354Timeline
HALHALLIBURTON COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,468 shares; 2024Q4: 11,864 shares; 2025Q1: 12,469 shares; 2025Q2: 31,474 shares; 2025Q3: 33,675 shares; 2025Q4: 31,975 shares; 2026Q1: 40,045 shares 40,045$1.56M0.01%+8,070Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,144 shares; 2024Q4: 18,431 shares; 2025Q1: 2,023 shares; 2025Q2: 6,687 shares; 2025Q3: 7,115 shares; 2025Q4: 7,799 shares; 2026Q1: 8,535 shares 8,535$1.56M0.01%+736Timeline
XHLFBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,691 shares; 2025Q1: 2,742 shares; 2025Q2: 24,342 shares; 2025Q3: 8,841 shares; 2025Q4: 7,992 shares; 2026Q1: 30,917 shares 30,917$1.56M0.01%+22,925Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,330 shares; 2024Q4: 8,302 shares; 2025Q1: 8,899 shares; 2025Q2: 10,420 shares; 2025Q3: 12,744 shares; 2025Q4: 14,309 shares; 2026Q1: 17,859 shares 17,859$1.55M0.01%+3,550Timeline
FAARFIRST TR EXCHANGE TRAD FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,205 shares; 2024Q4: 57,181 shares; 2025Q1: 26,464 shares; 2025Q2: 17,207 shares; 2025Q3: 19,260 shares; 2025Q4: 20,552 shares; 2026Q1: 45,729 shares 45,729$1.54M0.01%+25,177Timeline
CGDVCAPITAL GROUP DIVIDEND VALUEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,773 shares; 2025Q2: 14,358 shares; 2025Q3: 9,734 shares; 2025Q4: 15,287 shares; 2026Q1: 36,175 shares 36,175$1.54M0.01%+20,888Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,527 shares; 2024Q4: 4,250 shares; 2025Q1: 4,312 shares; 2025Q2: 4,073 shares; 2025Q3: 3,952 shares; 2025Q4: 4,484 shares; 2026Q1: 4,681 shares 4,681$1.54M0.01%+197Timeline
CNPCENTERPOINT ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 445,820 shares; 2024Q4: 460,366 shares; 2025Q1: 455,840 shares; 2025Q2: 470,797 shares; 2025Q3: 486,551 shares; 2025Q4: 32,790 shares; 2026Q1: 35,412 shares 35,412$1.53M0.01%+2,622Timeline
PFGCPERFORMANCE FOOD GROUP COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,010 shares; 2025Q4: 17,283 shares; 2026Q1: 17,842 shares 17,842$1.53M0.01%+559Timeline
ARWRARROWHEAD PHARMACEUTICALS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,312 shares 24,312$1.52M0.01%newTimeline
PJUNINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,073 shares; 2024Q4: 49,978 shares; 2025Q1: 45,265 shares; 2025Q2: 43,662 shares; 2025Q3: 42,447 shares; 2025Q4: 39,221 shares; 2026Q1: 36,402 shares 36,402$1.52M0.01%-2,819Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,038 shares; 2024Q4: 12,467 shares; 2025Q1: 9,543 shares; 2025Q2: 6,647 shares; 2025Q3: 6,294 shares; 2025Q4: 5,679 shares; 2026Q1: 5,902 shares 5,902$1.52M0.01%+223Timeline
QQQINEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,835 shares; 2025Q4: 4,955 shares; 2026Q1: 30,540 shares 30,540$1.52M0.01%+25,585Timeline
FIIGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,859 shares; 2024Q4: 69,312 shares; 2025Q1: 92,191 shares; 2025Q2: 70,814 shares; 2025Q3: 69,412 shares; 2025Q4: 71,471 shares; 2026Q1: 72,893 shares 72,893$1.51M0.01%+1,422Timeline
CCLCARNIVAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,422 shares; 2024Q4: 24,215 shares; 2025Q1: 26,606 shares; 2025Q2: 25,067 shares; 2025Q3: 55,939 shares; 2025Q4: 65,457 shares; 2026Q1: 57,979 shares 57,979$1.5M0.01%-7,478Timeline
HTGCHERCULES CAPITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,316 shares; 2024Q4: 26,924 shares; 2025Q1: 26,108 shares; 2025Q2: 28,413 shares; 2025Q3: 28,966 shares; 2025Q4: 53,535 shares; 2026Q1: 100,693 shares 100,693$1.49M0.01%+47,158Timeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,784 shares; 2024Q4: 2,821 shares; 2025Q1: 2,259 shares; 2025Q2: 4,486 shares; 2025Q3: 5,431 shares; 2025Q4: 6,392 shares; 2026Q1: 6,441 shares 6,441$1.48M0.01%+49Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,954 shares; 2024Q4: 27,585 shares; 2025Q1: 8,697 shares; 2025Q2: 7,640 shares; 2025Q3: 7,048 shares; 2025Q4: 16,527 shares; 2026Q1: 13,603 shares 13,603$1.48M0.01%-2,924Timeline
DGXQUEST DIAGNOSTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,311 shares; 2024Q4: 1,659 shares; 2025Q1: 2,479 shares; 2025Q2: 2,688 shares; 2025Q3: 3,077 shares; 2025Q4: 4,947 shares; 2026Q1: 7,543 shares 7,543$1.48M0.01%+2,596Timeline
KNGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,445 shares; 2024Q4: 31,306 shares; 2025Q1: 30,072 shares; 2025Q2: 25,757 shares; 2025Q3: 40,766 shares; 2025Q4: 43,108 shares; 2026Q1: 30,251 shares 30,251$1.47M0.01%-12,857Timeline
SNYSANOFI SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,819 shares; 2024Q4: 19,246 shares; 2025Q1: 19,709 shares; 2025Q2: 20,537 shares; 2025Q3: 23,233 shares; 2025Q4: 24,947 shares; 2026Q1: 30,538 shares 30,538$1.47M0.01%+5,591Timeline
IMCGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,231 shares; 2025Q1: 19,694 shares; 2025Q2: 18,166 shares; 2025Q3: 1,396 shares; 2025Q4: 21,167 shares; 2026Q1: 18,583 shares 18,583$1.46M0.01%-2,584Timeline
IJJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,299 shares; 2024Q4: 2,316 shares; 2025Q1: 47,555 shares; 2025Q2: 12,789 shares; 2025Q3: 11,030 shares; 2025Q4: 10,777 shares; 2026Q1: 11,046 shares 11,046$1.46M0.01%+269Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 925 shares; 2025Q1: 1,095 shares; 2025Q2: 1,372 shares; 2025Q3: 1,445 shares; 2025Q4: 2,921 shares; 2026Q1: 4,921 shares 4,921$1.45M0.01%+2,000Timeline
JANTAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,807 shares; 2024Q4: 1,849,557 shares; 2025Q1: 1,847,290 shares; 2025Q2: 1,824,169 shares; 2025Q3: 60,338 shares; 2025Q4: 52,299 shares; 2026Q1: 36,206 shares 36,206$1.45M0.01%-16,093Timeline
ACVFETF OPPORTUNITIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,222 shares; 2024Q4: 19,311 shares; 2025Q1: 21,983 shares; 2025Q2: 22,093 shares; 2025Q3: 31,557 shares; 2025Q4: 36,964 shares; 2026Q1: 30,476 shares 30,476$1.45M0.01%-6,488Timeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,315 shares; 2024Q4: 11,489 shares; 2025Q1: 11,131 shares; 2025Q2: 12,261 shares; 2025Q3: 13,510 shares; 2025Q4: 15,213 shares; 2026Q1: 15,593 shares 15,593$1.45M0.01%+380Timeline
GIAXTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,207 shares; 2025Q1: 40,419 shares; 2025Q2: 55,516 shares; 2025Q3: 65,713 shares; 2025Q4: 75,359 shares; 2026Q1: 102,014 shares 102,014$1.44M0.01%+26,655Timeline
PHMPULTE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,254 shares; 2024Q4: 100,917 shares; 2025Q1: 100,889 shares; 2025Q2: 103,250 shares; 2025Q3: 103,938 shares; 2025Q4: 11,767 shares; 2026Q1: 12,169 shares 12,169$1.43M0.01%+402Timeline
LGOVFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,489 shares; 2024Q4: 99,511 shares; 2025Q1: 94,413 shares; 2025Q2: 74,461 shares; 2025Q3: 71,879 shares; 2025Q4: 67,159 shares; 2026Q1: 66,324 shares 66,324$1.43M0.01%-835Timeline
FEPFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,364 shares; 2024Q4: 46,405 shares; 2025Q1: 43,067 shares; 2025Q2: 32,453 shares; 2025Q3: 30,141 shares; 2025Q4: 27,314 shares; 2026Q1: 25,798 shares 25,798$1.41M0.01%-1,516Timeline
JPIBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 549 shares; 2025Q1: 677 shares; 2025Q2: not reported; 2025Q3: 1,375 shares; 2025Q4: 7,310 shares; 2026Q1: 29,453 shares 29,453$1.41M0.01%+22,143Timeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,342 shares; 2024Q4: 2,798 shares; 2025Q1: 5,009 shares; 2025Q2: 7,323 shares; 2025Q3: 7,532 shares; 2025Q4: 7,817 shares; 2026Q1: 8,228 shares 8,228$1.4M0.01%+411Timeline
SMASMARTSTOP SELF STORAG REIT IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,925 shares; 2026Q1: 46,217 shares 46,217$1.4M0.01%-5,708Timeline
KEYSKEYSIGHT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,952 shares; 2024Q4: 2,064 shares; 2025Q1: 2,050 shares; 2025Q2: 1,892 shares; 2025Q3: 1,837 shares; 2025Q4: 3,818 shares; 2026Q1: 4,945 shares 4,945$1.4M0.01%+1,127Timeline
DBMFIM GLOBAL PARTNER FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,169 shares; 2025Q1: 21,381 shares; 2025Q2: 25,986 shares; 2025Q3: 31,736 shares; 2025Q4: 36,136 shares; 2026Q1: 46,223 shares 46,223$1.39M0.01%+10,087Timeline
MAINMAIN STR CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,096 shares; 2024Q4: 5,918 shares; 2025Q1: 6,392 shares; 2025Q2: 6,141 shares; 2025Q3: 8,449 shares; 2025Q4: 15,433 shares; 2026Q1: 26,289 shares 26,289$1.39M0.01%+10,856Timeline
FJANFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,546 shares; 2024Q4: 35,179 shares; 2025Q1: 37,019 shares; 2025Q2: 24,156 shares; 2025Q3: 23,995 shares; 2025Q4: 26,234 shares; 2026Q1: 27,397 shares 27,397$1.38M0.01%+1,163Timeline
FBTCFIDELITY WISE ORIGIN BITCOINQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,516 shares; 2024Q4: 12,109 shares; 2025Q1: 15,025 shares; 2025Q2: 13,956 shares; 2025Q3: 23,011 shares; 2025Q4: 20,953 shares; 2026Q1: 23,364 shares 23,364$1.38M0.01%+2,411Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,280 shares; 2025Q1: 1,824 shares; 2025Q2: 2,595 shares; 2025Q3: 2,664 shares; 2025Q4: 2,844 shares; 2026Q1: 19,378 shares 19,378$1.38M0.01%+16,534Timeline
GEHCGE HEALTHCARE TECHNOLOGIES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,966 shares; 2024Q4: 15,852 shares; 2025Q1: 16,760 shares; 2025Q2: 15,663 shares; 2025Q3: 16,981 shares; 2025Q4: 18,345 shares; 2026Q1: 19,312 shares 19,312$1.37M0.01%+967Timeline
AKAMAKAMAI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,410 shares; 2024Q4: 128,797 shares; 2025Q1: 17,817 shares; 2025Q2: 16,621 shares; 2025Q3: 15,531 shares; 2025Q4: 17,428 shares; 2026Q1: 11,917 shares 11,917$1.37M0.01%-5,511Timeline
IVZINVESCO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 606,179 shares; 2024Q4: 864,456 shares; 2025Q1: 758,506 shares; 2025Q2: 27,655 shares; 2025Q3: 33,271 shares; 2025Q4: 45,992 shares; 2026Q1: 56,270 shares 56,270$1.37M0.01%+10,278Timeline
ACUACME UTD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,917 shares; 2025Q2: 35,287 shares; 2025Q3: 34,741 shares; 2025Q4: 34,641 shares; 2026Q1: 30,415 shares 30,415$1.37M0.01%-4,226Timeline
FDCFFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,279 shares; 2025Q3: 21,117 shares; 2025Q4: 27,189 shares; 2026Q1: 31,607 shares 31,607$1.36M0.01%+4,418Timeline
KMIKINDER MORGAN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,396 shares; 2024Q4: 50,283 shares; 2025Q1: 44,964 shares; 2025Q2: 40,789 shares; 2025Q3: 36,531 shares; 2025Q4: 36,266 shares; 2026Q1: 40,543 shares 40,543$1.36M0.01%+4,277Timeline
SDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,654 shares; 2024Q4: 48,564 shares; 2025Q1: 44,885 shares; 2025Q2: 20,969 shares; 2025Q3: 23,484 shares; 2025Q4: 31,276 shares; 2026Q1: 34,319 shares 34,319$1.35M0.01%+3,043Timeline
RVTYREVVITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,833 shares; 2024Q4: 17,010 shares; 2025Q1: 18,532 shares; 2025Q2: 20,326 shares; 2025Q3: 12,995 shares; 2025Q4: 13,988 shares; 2026Q1: 15,432 shares 15,432$1.35M0.01%+1,444Timeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,969 shares; 2024Q4: 12,420 shares; 2025Q1: 12,617 shares; 2025Q2: 5,548 shares; 2025Q3: 5,023 shares; 2025Q4: 3,543 shares; 2026Q1: 2,854 shares 2,854$1.35M0.01%-689Timeline
COWZPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,947 shares; 2024Q4: 12,224 shares; 2025Q1: 24,463 shares; 2025Q2: 15,467 shares; 2025Q3: 14,644 shares; 2025Q4: 16,243 shares; 2026Q1: 21,450 shares 21,450$1.34M0.01%+5,207Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,090 shares; 2024Q4: 31,701 shares; 2025Q1: 20,554 shares; 2025Q2: 16,464 shares; 2025Q3: 8,083 shares; 2025Q4: 8,449 shares; 2026Q1: 12,153 shares 12,153$1.34M0.01%+3,704Timeline
AZNASTRAZENECA PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,789 shares 6,789$1.34M0.01%newTimeline
IBKRINTERACTIVE BROKERS GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,037 shares; 2024Q4: 7,532 shares; 2025Q1: 7,314 shares; 2025Q2: 30,186 shares; 2025Q3: 26,887 shares; 2025Q4: 17,531 shares; 2026Q1: 19,691 shares 19,691$1.32M0.01%+2,160Timeline
KORPAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,820 shares; 2025Q1: 7,708 shares; 2025Q2: 10,547 shares; 2025Q3: 17,152 shares; 2025Q4: 25,416 shares; 2026Q1: 28,179 shares 28,179$1.31M0.01%+2,763Timeline
ROEEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,325 shares; 2024Q4: 27,490 shares; 2025Q1: 37,952 shares; 2025Q2: 38,586 shares; 2025Q3: 38,193 shares; 2025Q4: 37,029 shares; 2026Q1: 36,772 shares 36,772$1.3M0.01%-257Timeline
BPBP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,812 shares; 2024Q4: 23,169 shares; 2025Q1: 24,356 shares; 2025Q2: 20,846 shares; 2025Q3: 22,614 shares; 2025Q4: 28,650 shares; 2026Q1: 27,511 shares 27,511$1.29M0.01%-1,139Timeline
GSKGSK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,761 shares; 2024Q4: 19,995 shares; 2025Q1: 21,311 shares; 2025Q2: 29,448 shares; 2025Q3: 32,560 shares; 2025Q4: 31,825 shares; 2026Q1: 23,359 shares 23,359$1.29M0.01%-8,466Timeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,230 shares; 2024Q4: 2,496 shares; 2025Q1: 2,107 shares; 2025Q2: 2,808 shares; 2025Q3: 2,863 shares; 2025Q4: 3,019 shares; 2026Q1: 3,092 shares 3,092$1.29M0.01%+73Timeline
MGCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,581 shares; 2024Q4: 1,516 shares; 2025Q1: 1,047 shares; 2025Q2: 1,105 shares; 2025Q3: 12,000 shares; 2025Q4: 10,222 shares; 2026Q1: 5,449 shares 5,449$1.29M0.01%-4,773Timeline
VCRVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,026 shares; 2024Q4: 13,139 shares; 2025Q1: 13,851 shares; 2025Q2: 15,479 shares; 2025Q3: 9,729 shares; 2025Q4: 11,829 shares; 2026Q1: 3,571 shares 3,571$1.28M0.01%-8,258Timeline
OKLOOKLO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 69,399 shares; 2025Q2: 82,331 shares; 2025Q3: 89,326 shares; 2025Q4: 35,121 shares; 2026Q1: 25,841 shares 25,841$1.28M0.01%-9,280Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,155 shares; 2024Q4: 2,171 shares; 2025Q1: 1,537 shares; 2025Q2: 1,473 shares; 2025Q3: 2,133 shares; 2025Q4: 2,787 shares; 2026Q1: 3,586 shares 3,586$1.28M0.01%+799Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,734 shares; 2024Q4: 6,334 shares; 2025Q1: 6,842 shares; 2025Q2: 5,755 shares; 2025Q3: 6,780 shares; 2025Q4: 10,249 shares; 2026Q1: 11,096 shares 11,096$1.28M0.01%+847Timeline
MSIMOTOROLA SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,322 shares; 2024Q4: 1,725 shares; 2025Q1: 1,557 shares; 2025Q2: 1,449 shares; 2025Q3: 2,092 shares; 2025Q4: 2,253 shares; 2026Q1: 2,936 shares 2,936$1.27M0.01%+683Timeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,961 shares; 2024Q4: 4,282 shares; 2025Q1: 3,447 shares; 2025Q2: 4,343 shares; 2025Q3: 4,267 shares; 2025Q4: 6,091 shares; 2026Q1: 6,113 shares 6,113$1.27M0.01%+22Timeline
FEXFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,591 shares; 2024Q4: 13,603 shares; 2025Q1: 13,667 shares; 2025Q2: 13,181 shares; 2025Q3: 11,544 shares; 2025Q4: 11,744 shares; 2026Q1: 10,415 shares 10,415$1.27M0.01%-1,329Timeline
XLGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,574 shares; 2024Q4: 12,671 shares; 2025Q1: 73,784 shares; 2025Q2: 126,429 shares; 2025Q3: 200,688 shares; 2025Q4: 253,606 shares; 2026Q1: 23,262 shares 23,262$1.27M0.01%-230,344Timeline
FJPFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,160 shares; 2024Q4: 29,148 shares; 2025Q1: 27,682 shares; 2025Q2: 21,953 shares; 2025Q3: 20,911 shares; 2025Q4: 19,530 shares; 2026Q1: 17,442 shares 17,442$1.27M0.01%-2,088Timeline
CACICACI INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,085 shares; 2025Q1: 6,635 shares; 2025Q2: 4,818 shares; 2025Q3: 4,669 shares; 2025Q4: 3,821 shares; 2026Q1: 2,301 shares 2,301$1.25M0.01%-1,520Timeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,201 shares; 2024Q4: 12,501 shares; 2025Q1: 9,005 shares; 2025Q2: 5,593 shares; 2025Q3: 5,543 shares; 2025Q4: 5,170 shares; 2026Q1: 6,314 shares 6,314$1.25M0.01%+1,144Timeline
FBOTFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 455 shares; 2025Q1: 426 shares; 2025Q2: 13,298 shares; 2025Q3: 27,176 shares; 2025Q4: 32,853 shares; 2026Q1: 37,613 shares 37,613$1.25M0.01%+4,760Timeline
CRHCRH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,668 shares; 2024Q4: 21,641 shares; 2025Q1: 20,552 shares; 2025Q2: 20,231 shares; 2025Q3: 32,169 shares; 2025Q4: 21,428 shares; 2026Q1: 11,826 shares 11,826$1.24M0.01%-9,602Timeline
FVALFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,221 shares; 2024Q4: 89,168 shares; 2025Q1: 95,701 shares; 2025Q2: 22,959 shares; 2025Q3: 10,681 shares; 2025Q4: 14,710 shares; 2026Q1: 17,883 shares 17,883$1.24M0.01%+3,173Timeline
TSLXSIXTH STREET SPECIALTY LENDIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,713 shares; 2024Q4: 10,987 shares; 2025Q1: 10,865 shares; 2025Q2: 9,361 shares; 2025Q3: 9,459 shares; 2025Q4: 30,021 shares; 2026Q1: 67,481 shares 67,481$1.24M0.01%+37,460Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,510 shares; 2024Q4: 24,091 shares; 2025Q1: 22,278 shares; 2025Q2: 29,618 shares; 2025Q3: 33,852 shares; 2025Q4: 37,669 shares; 2026Q1: 42,367 shares 42,367$1.23M0.01%+4,698Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,485 shares; 2024Q4: 27,774 shares; 2025Q1: 33,325 shares; 2025Q2: 25,449 shares; 2025Q3: 26,498 shares; 2025Q4: 35,636 shares; 2026Q1: 48,801 shares 48,801$1.22M0.01%+13,165Timeline
BTIBRITISH AMERN TOB PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,365 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,928 shares; 2025Q3: 13,317 shares; 2025Q4: 15,342 shares; 2026Q1: 20,613 shares 20,613$1.21M0.01%+5,271Timeline
FQALFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,329 shares; 2024Q4: 70,465 shares; 2025Q1: 75,147 shares; 2025Q2: 19,159 shares; 2025Q3: 10,051 shares; 2025Q4: 14,103 shares; 2026Q1: 16,518 shares 16,518$1.2M0.01%+2,415Timeline
XYLXYLEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,043 shares; 2024Q4: 14,524 shares; 2025Q1: 15,283 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,950 shares 9,950$1.19M0.01%newTimeline
FTHIFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,672 shares; 2024Q4: 44,581 shares; 2025Q1: 33,660 shares; 2025Q2: 34,891 shares; 2025Q3: 34,079 shares; 2025Q4: 37,855 shares; 2026Q1: 50,882 shares 50,882$1.17M0.01%+13,027Timeline
XOVRENTREPRENEURSHARES SERIES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,921 shares; 2025Q3: 51,123 shares; 2025Q4: 59,709 shares; 2026Q1: 69,030 shares 69,030$1.17M0.01%+9,321Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,502 shares; 2024Q4: 9,639 shares; 2025Q1: 1,582 shares; 2025Q2: 1,622 shares; 2025Q3: 2,060 shares; 2025Q4: 3,631 shares; 2026Q1: 3,555 shares 3,555$1.16M0.01%-76Timeline
CWBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,034 shares; 2024Q4: 18,752 shares; 2025Q1: 28,092 shares; 2025Q2: 13,175 shares; 2025Q3: 21,857 shares; 2025Q4: 16,968 shares; 2026Q1: 12,678 shares 12,678$1.16M0.01%-4,290Timeline
EMHCSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,663 shares; 2024Q4: 22,413 shares; 2025Q1: 37,527 shares; 2025Q2: 36,959 shares; 2025Q3: 40,033 shares; 2025Q4: 41,664 shares; 2026Q1: 46,780 shares 46,780$1.16M0.01%+5,116Timeline
WBDWARNER BROS DISCOVERY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,966 shares; 2024Q4: 26,575 shares; 2025Q1: 27,659 shares; 2025Q2: 29,745 shares; 2025Q3: 31,504 shares; 2025Q4: 38,125 shares; 2026Q1: 42,046 shares 42,046$1.15M0.01%+3,921Timeline
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,512 shares; 2024Q4: 12,690 shares; 2025Q1: 14,578 shares; 2025Q2: 17,647 shares; 2025Q3: 20,329 shares; 2025Q4: 21,508 shares; 2026Q1: 18,838 shares 18,838$1.15M0.01%-2,670Timeline
CIENCIENA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,495 shares; 2025Q4: 2,499 shares; 2026Q1: 2,952 shares 2,952$1.15M0.01%+453Timeline
HIMUBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,976 shares; 2025Q2: 24,964 shares; 2025Q3: 35,628 shares; 2025Q4: 43,855 shares; 2026Q1: 23,858 shares 23,858$1.14M0.01%-19,997Timeline
NNOVINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,372 shares; 2025Q1: 7,359 shares; 2025Q2: 7,291 shares; 2025Q3: 7,203 shares; 2025Q4: 37,994 shares; 2026Q1: 40,989 shares 40,989$1.14M0.01%+2,995Timeline
KKRKKR & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,519 shares; 2024Q4: 57,085 shares; 2025Q1: 65,543 shares; 2025Q2: 89,449 shares; 2025Q3: 104,657 shares; 2025Q4: 138,236 shares; 2026Q1: 12,324 shares 12,324$1.14M0.01%-125,912Timeline
XEVGXEATON VANCE SHORT DURATION DQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,928 shares; 2024Q4: 82,804 shares; 2025Q1: 83,344 shares; 2025Q2: 90,115 shares; 2025Q3: 90,361 shares; 2025Q4: 92,287 shares; 2026Q1: 106,464 shares 106,464$1.14M0.01%+14,177Timeline
HIIHUNTINGTON INGALLS INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,642 shares; 2024Q4: not reported; 2025Q1: 1,524 shares; 2025Q2: 1,984 shares; 2025Q3: 1,619 shares; 2025Q4: 2,860 shares; 2026Q1: 2,990 shares 2,990$1.14M0.01%+130Timeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,282 shares; 2024Q4: 4,468 shares; 2025Q1: 5,358 shares; 2025Q2: 5,731 shares; 2025Q3: 13,997 shares; 2025Q4: 11,894 shares; 2026Q1: 13,885 shares 13,885$1.13M0.01%+1,991Timeline
SHMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,950 shares; 2024Q4: 19,551 shares; 2025Q1: 22,367 shares; 2025Q2: 30,336 shares; 2025Q3: 33,048 shares; 2025Q4: 32,736 shares; 2026Q1: 23,619 shares 23,619$1.13M0.01%-9,117Timeline
NXPINXP SEMICONDUCTORS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,401 shares; 2024Q4: 5,673 shares; 2025Q1: 6,066 shares; 2025Q2: 5,908 shares; 2025Q3: 8,024 shares; 2025Q4: 7,515 shares; 2026Q1: 5,712 shares 5,712$1.12M0.01%-1,803Timeline
TERTERADYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,514 shares; 2025Q4: 2,814 shares; 2026Q1: 3,766 shares 3,766$1.12M0.01%+952Timeline
HYSPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,416 shares; 2024Q4: 11,877 shares; 2025Q1: 11,815 shares; 2025Q2: 12,470 shares; 2025Q3: 11,971 shares; 2025Q4: 12,168 shares; 2026Q1: 11,910 shares 11,910$1.11M0.01%-258Timeline
ILDRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,530 shares; 2025Q1: 29,921 shares; 2025Q2: 36,858 shares; 2025Q3: 38,859 shares; 2025Q4: 37,757 shares; 2026Q1: 37,091 shares 37,091$1.1M0.01%-666Timeline
IGMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 641 shares; 2025Q1: 641 shares; 2025Q2: 689 shares; 2025Q3: 979 shares; 2025Q4: 2,755 shares; 2026Q1: 9,282 shares 9,282$1.1M0.01%+6,527Timeline
EOGEOG RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,142 shares; 2025Q1: 4,204 shares; 2025Q2: 3,061 shares; 2025Q3: 3,369 shares; 2025Q4: 2,427 shares; 2026Q1: 7,556 shares 7,556$1.09M0.01%+5,129Timeline
RDIVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,315 shares; 2024Q4: 41,550 shares; 2025Q1: 42,241 shares; 2025Q2: 41,302 shares; 2025Q3: 36,582 shares; 2025Q4: 33,223 shares; 2026Q1: 19,544 shares 19,544$1.09M0.01%-13,679Timeline
ACGLARCH CAP GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,810 shares; 2024Q4: 3,381 shares; 2025Q1: 6,631 shares; 2025Q2: 6,709 shares; 2025Q3: 8,449 shares; 2025Q4: 10,079 shares; 2026Q1: 11,325 shares 11,325$1.09M0.01%+1,246Timeline
FDMOFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,370 shares; 2024Q4: 84,222 shares; 2025Q1: 87,771 shares; 2025Q2: 18,706 shares; 2025Q3: 7,485 shares; 2025Q4: 10,804 shares; 2026Q1: 13,511 shares 13,511$1.08M0.01%+2,707Timeline
SRLNSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,113 shares; 2024Q4: 15,399 shares; 2025Q1: 22,953 shares; 2025Q2: 21,926 shares; 2025Q3: 26,869 shares; 2025Q4: 28,132 shares; 2026Q1: 26,898 shares 26,898$1.08M0.01%-1,234Timeline
IBDNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,042 shares; 2026Q1: 45,006 shares 45,006$1.07M0.01%+14,964Timeline
WWDWOODWARD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,215 shares; 2024Q4: 2,610 shares; 2025Q1: 2,583 shares; 2025Q2: 2,626 shares; 2025Q3: 2,118 shares; 2025Q4: 2,277 shares; 2026Q1: 2,972 shares 2,972$1.06M0.01%+695Timeline
PAPRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,124 shares; 2024Q4: 34,107 shares; 2025Q1: 25,641 shares; 2025Q2: 23,778 shares; 2025Q3: 25,665 shares; 2025Q4: 25,875 shares; 2026Q1: 26,635 shares 26,635$1.06M0.01%+760Timeline
NTRANATERA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,517 shares; 2026Q1: 5,291 shares 5,291$1.06M0.01%+774Timeline
IEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,588 shares; 2025Q4: 7,239 shares; 2026Q1: 15,423 shares 15,423$1.05M0.01%+8,184Timeline
EYLDCAMBRIA ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,287 shares; 2024Q4: 23,217 shares; 2025Q1: 24,098 shares; 2025Q2: 24,261 shares; 2025Q3: 24,259 shares; 2025Q4: 24,373 shares; 2026Q1: 25,285 shares 25,285$1.05M0.01%+912Timeline
TPRTAPESTRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 147,744 shares; 2025Q2: 153,288 shares; 2025Q3: 151,292 shares; 2025Q4: 6,437 shares; 2026Q1: 7,413 shares 7,413$1.05M0.01%+976Timeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,643 shares 1,643$1.04M0.01%newTimeline
VDCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,233 shares; 2024Q4: 3,108 shares; 2025Q1: 3,434 shares; 2025Q2: 3,619 shares; 2025Q3: 5,196 shares; 2025Q4: 5,998 shares; 2026Q1: 4,642 shares 4,642$1.04M0.01%-1,356Timeline
TEVATEVA PHARMACEUTICAL INDS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195,347 shares; 2024Q4: 176,874 shares; 2025Q1: 172,986 shares; 2025Q2: 128,134 shares; 2025Q3: 126,699 shares; 2025Q4: 74,027 shares; 2026Q1: 34,413 shares 34,413$1.04M0.01%-39,614Timeline
ISMFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,509 shares 37,509$1.02M0.01%newTimeline
AORISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,884 shares; 2024Q4: 22,137 shares; 2025Q1: 26,900 shares; 2025Q2: 23,705 shares; 2025Q3: 17,264 shares; 2025Q4: 16,847 shares; 2026Q1: 15,831 shares 15,831$1.02M0.01%-1,016Timeline
EMXCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 460,111 shares; 2024Q4: 514,085 shares; 2025Q1: 312,684 shares; 2025Q2: 32,139 shares; 2025Q3: 13,435 shares; 2025Q4: 14,129 shares; 2026Q1: 12,868 shares 12,868$1.01M0.01%-1,261Timeline
TGTTARGET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,870 shares; 2024Q4: 6,517 shares; 2025Q1: 5,602 shares; 2025Q2: 9,047 shares; 2025Q3: 9,731 shares; 2025Q4: 7,178 shares; 2026Q1: 8,324 shares 8,324$1.01M0.01%+1,146Timeline
ODFLOLD DOMINION FREIGHT LINE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,112 shares; 2024Q4: 7,687 shares; 2025Q1: 6,851 shares; 2025Q2: 6,214 shares; 2025Q3: 5,725 shares; 2025Q4: 8,214 shares; 2026Q1: 5,135 shares 5,135$1M0.01%-3,079Timeline
DTCRGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 310 shares; 2025Q1: 310 shares; 2025Q2: 310 shares; 2025Q3: 310 shares; 2025Q4: 24,184 shares; 2026Q1: 40,951 shares 40,951$981K0.01%+16,767Timeline
XTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,776 shares; 2024Q4: 14,983 shares; 2025Q1: 16,215 shares; 2025Q2: 15,304 shares; 2025Q3: 15,035 shares; 2025Q4: 14,115 shares; 2026Q1: 14,390 shares 14,390$981K0.01%+275Timeline
RRYDER SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,055 shares; 2024Q4: 105,735 shares; 2025Q1: 119,124 shares; 2025Q2: 124,196 shares; 2025Q3: 140,898 shares; 2025Q4: 179,184 shares; 2026Q1: 4,757 shares 4,757$974K0.01%-174,427Timeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,608 shares; 2024Q4: 2,483 shares; 2025Q1: 1,342 shares; 2025Q2: 1,452 shares; 2025Q3: 1,407 shares; 2025Q4: 1,242 shares; 2026Q1: 1,330 shares 1,330$969K0.01%+88Timeline
TRMBTRIMBLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,715 shares; 2025Q2: 12,430 shares; 2025Q3: 14,660 shares; 2025Q4: 6,567 shares; 2026Q1: 14,848 shares 14,848$969K0.01%+8,281Timeline
NANCTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: 24,446 shares; 2025Q2: 23,330 shares; 2025Q3: 23,157 shares; 2025Q4: 22,896 shares; 2026Q1: 22,870 shares 22,870$965K0.01%-26Timeline
FALNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,579 shares; 2024Q4: 36,773 shares; 2025Q1: 34,314 shares; 2025Q2: 44,057 shares; 2025Q3: 97,524 shares; 2025Q4: 100,798 shares; 2026Q1: 36,110 shares 36,110$965K0.01%-64,688Timeline
TLHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,978 shares; 2024Q4: 1,903 shares; 2025Q1: 3,979 shares; 2025Q2: 5,221 shares; 2025Q3: 14,068 shares; 2025Q4: 15,371 shares; 2026Q1: 9,571 shares 9,571$964K0.01%-5,800Timeline
ZMARINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 139,001 shares; 2025Q2: 125,810 shares; 2025Q3: 107,785 shares; 2025Q4: 38,903 shares; 2026Q1: 34,786 shares 34,786$960K0.01%-4,117Timeline
TSNTYSON FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,180 shares; 2024Q4: not reported; 2025Q1: 17,931 shares; 2025Q2: 18,924 shares; 2025Q3: 6,416 shares; 2025Q4: 7,365 shares; 2026Q1: 14,954 shares 14,954$958K0.01%+7,589Timeline
UOCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,044 shares; 2024Q4: 34,287 shares; 2025Q1: 28,580 shares; 2025Q2: 25,316 shares; 2025Q3: 25,928 shares; 2025Q4: 27,062 shares; 2026Q1: 25,022 shares 25,022$957K0.01%-2,040Timeline
SPTUSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,083 shares 38,083$955K0.01%newTimeline
JJACOBS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,079 shares; 2024Q4: 2,267 shares; 2025Q1: 2,303 shares; 2025Q2: 3,403 shares; 2025Q3: 3,635 shares; 2025Q4: 3,507 shares; 2026Q1: 7,442 shares 7,442$947K0.01%+3,935Timeline
TMFCRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,276 shares; 2024Q4: 44,823 shares; 2025Q1: 5,321 shares; 2025Q2: 16,030 shares; 2025Q3: 17,939 shares; 2025Q4: 20,548 shares; 2026Q1: 14,357 shares 14,357$947K0.01%-6,191Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,059 shares; 2024Q4: 5,076 shares; 2025Q1: 5,006 shares; 2025Q2: 5,352 shares; 2025Q3: 7,964 shares; 2025Q4: 9,609 shares; 2026Q1: 10,028 shares 10,028$945K0.01%+419Timeline
NUENUCOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,257 shares; 2024Q4: 2,688 shares; 2025Q1: 2,849 shares; 2025Q2: 3,771 shares; 2025Q3: 3,785 shares; 2025Q4: 5,020 shares; 2026Q1: 5,585 shares 5,585$945K0.01%+565Timeline
ENSGENSIGN GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,571 shares; 2025Q4: 4,113 shares; 2026Q1: 4,656 shares 4,656$938K0.01%+543Timeline
IVOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 216 shares; 2025Q1: 2,371 shares; 2025Q2: 2,380 shares; 2025Q3: 2,330 shares; 2025Q4: 2,732 shares; 2026Q1: 7,487 shares 7,487$936K0.01%+4,755Timeline
CCJCAMECO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,467 shares; 2025Q3: 8,804 shares; 2025Q4: 8,536 shares; 2026Q1: 8,584 shares 8,584$932K0.01%+48Timeline
FDIGFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,729 shares; 2025Q1: 2,272 shares; 2025Q2: 2,272 shares; 2025Q3: 3,602 shares; 2025Q4: 6,310 shares; 2026Q1: 28,355 shares 28,355$929K0.01%+22,045Timeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 754 shares; 2024Q4: 633 shares; 2025Q1: not reported; 2025Q2: 929 shares; 2025Q3: 999 shares; 2025Q4: 1,255 shares; 2026Q1: 1,687 shares 1,687$926K0.01%+432Timeline
IUSGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,651 shares; 2024Q4: 23,567 shares; 2025Q1: 31,037 shares; 2025Q2: 29,249 shares; 2025Q3: 3,439 shares; 2025Q4: 26,717 shares; 2026Q1: 5,962 shares 5,962$925K0.01%-20,755Timeline
AALAMERICAN AIRLINES GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,121 shares; 2024Q4: 65,861 shares; 2025Q1: 88,362 shares; 2025Q2: 83,194 shares; 2025Q3: 82,894 shares; 2025Q4: 84,018 shares; 2026Q1: 84,788 shares 84,788$911K<0.01%+770Timeline
EXPDEXPEDITORS INTL WASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,166 shares; 2024Q4: 6,400 shares; 2025Q1: 6,810 shares; 2025Q2: 4,788 shares; 2025Q3: 5,179 shares; 2025Q4: 5,208 shares; 2026Q1: 6,353 shares 6,353$910K<0.01%+1,145Timeline
IBHGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,585 shares; 2024Q4: 30,250 shares; 2025Q1: 35,933 shares; 2025Q2: 37,928 shares; 2025Q3: 42,350 shares; 2025Q4: 44,043 shares; 2026Q1: 41,078 shares 41,078$909K<0.01%-2,965Timeline
EDVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,609 shares; 2024Q4: 21,858 shares; 2025Q1: 17,989 shares; 2025Q2: 17,315 shares; 2025Q3: 16,069 shares; 2025Q4: 15,396 shares; 2026Q1: 13,981 shares 13,981$908K<0.01%-1,415Timeline
MTBM & T BK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,741 shares; 2024Q4: 1,809 shares; 2025Q1: 1,599 shares; 2025Q2: 1,926 shares; 2025Q3: 2,159 shares; 2025Q4: 2,190 shares; 2026Q1: 4,364 shares 4,364$902K<0.01%+2,174Timeline
GMGENERAL MTRS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,106 shares; 2024Q4: 22,812 shares; 2025Q1: 32,523 shares; 2025Q2: 33,027 shares; 2025Q3: 9,069 shares; 2025Q4: 11,359 shares; 2026Q1: 12,107 shares 12,107$902K<0.01%+748Timeline
FDFFFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,964 shares; 2025Q3: 20,224 shares; 2025Q4: 25,048 shares; 2026Q1: 28,704 shares 28,704$898K<0.01%+3,656Timeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,168 shares; 2024Q4: 1,312 shares; 2025Q1: 1,728 shares; 2025Q2: 1,354 shares; 2025Q3: 1,983 shares; 2025Q4: 2,103 shares; 2026Q1: 2,492 shares 2,492$895K<0.01%+389Timeline
PRCHPORCH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 288,289 shares; 2024Q4: 305,758 shares; 2025Q1: 305,758 shares; 2025Q2: 113,314 shares; 2025Q3: 116,664 shares; 2025Q4: 124,609 shares; 2026Q1: 124,609 shares 124,609$893K<0.01%0Timeline
DOWDOW HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,554 shares; 2024Q4: 50,078 shares; 2025Q1: 46,587 shares; 2025Q2: 57,419 shares; 2025Q3: 24,682 shares; 2025Q4: 22,372 shares; 2026Q1: 21,426 shares 21,426$892K<0.01%-946Timeline
AHRAMERICAN HEALTHCARE REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,785 shares; 2024Q4: 19,901 shares; 2025Q1: 21,356 shares; 2025Q2: 19,212 shares; 2025Q3: 16,541 shares; 2025Q4: 16,623 shares; 2026Q1: 18,887 shares 18,887$891K<0.01%+2,264Timeline
FOCTFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,235 shares; 2024Q4: 37,090 shares; 2025Q1: 33,830 shares; 2025Q2: 20,197 shares; 2025Q3: 18,821 shares; 2025Q4: 18,781 shares; 2026Q1: 18,658 shares 18,658$890K<0.01%-123Timeline
AMPAMERIPRISE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,352 shares; 2024Q4: 1,714 shares; 2025Q1: 1,851 shares; 2025Q2: 1,940 shares; 2025Q3: 3,962 shares; 2025Q4: 4,242 shares; 2026Q1: 1,988 shares 1,988$883K<0.01%-2,254Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,425 shares; 2024Q4: 79,996 shares; 2025Q1: 79,348 shares; 2025Q2: 12,504 shares; 2025Q3: 13,168 shares; 2025Q4: 11,688 shares; 2026Q1: 12,135 shares 12,135$883K<0.01%+447Timeline
CEFZELEVATION SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 111,913 shares; 2026Q1: 112,448 shares 112,448$882K<0.01%+535Timeline
PNOVINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,903 shares; 2024Q4: 34,294 shares; 2025Q1: 21,268 shares; 2025Q2: 19,764 shares; 2025Q3: 19,247 shares; 2025Q4: 23,476 shares; 2026Q1: 21,522 shares 21,522$879K<0.01%-1,954Timeline
LNTHLANTHEUS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,337 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,443 shares; 2026Q1: 11,577 shares 11,577$878K<0.01%+4,134Timeline
DXCMDEXCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,657 shares; 2024Q4: 17,107 shares; 2025Q1: 16,418 shares; 2025Q2: 24,701 shares; 2025Q3: 31,574 shares; 2025Q4: 14,034 shares; 2026Q1: 13,962 shares 13,962$877K<0.01%-72Timeline
BILSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,031 shares; 2025Q1: 1,998 shares; 2025Q2: 2,031 shares; 2025Q3: 1,527 shares; 2025Q4: 1,360 shares; 2026Q1: 8,816 shares 8,816$877K<0.01%+7,456Timeline
ULUNILEVER PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,613 shares; 2026Q1: 15,384 shares 15,384$876K<0.01%+3,771Timeline
QSRRESTAURANT BRANDS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,036 shares; 2024Q4: 8,068 shares; 2025Q1: 9,860 shares; 2025Q2: 9,631 shares; 2025Q3: 11,025 shares; 2025Q4: 11,626 shares; 2026Q1: 11,844 shares 11,844$875K<0.01%+218Timeline
FMARFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,190 shares; 2024Q4: 24,977 shares; 2025Q1: 20,756 shares; 2025Q2: 18,136 shares; 2025Q3: 18,073 shares; 2025Q4: 17,860 shares; 2026Q1: 17,916 shares 17,916$869K<0.01%+56Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,668 shares; 2024Q4: 10,252 shares; 2025Q1: 11,149 shares; 2025Q2: 10,931 shares; 2025Q3: 12,948 shares; 2025Q4: 22,485 shares; 2026Q1: 17,408 shares 17,408$868K<0.01%-5,077Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,132 shares; 2025Q3: 1,147 shares; 2025Q4: 699 shares; 2026Q1: 2,856 shares 2,856$868K<0.01%+2,157Timeline
CLXCLOROX CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,582 shares; 2024Q4: 4,503 shares; 2025Q1: 4,316 shares; 2025Q2: 4,633 shares; 2025Q3: 5,508 shares; 2025Q4: 6,681 shares; 2026Q1: 8,368 shares 8,368$867K<0.01%+1,687Timeline
FTCFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,696 shares; 2024Q4: 2,684 shares; 2025Q1: 2,374 shares; 2025Q2: 2,070 shares; 2025Q3: 3,216 shares; 2025Q4: 4,337 shares; 2026Q1: 5,569 shares 5,569$858K<0.01%+1,232Timeline
JMOMJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 121 shares; 2025Q1: 121 shares; 2025Q2: 121 shares; 2025Q3: 121 shares; 2025Q4: 385 shares; 2026Q1: 12,631 shares 12,631$858K<0.01%+12,246Timeline
QQEWFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,436 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,749 shares 6,749$857K<0.01%newTimeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,498 shares; 2024Q4: 9,424 shares; 2025Q1: 7,800 shares; 2025Q2: 7,179 shares; 2025Q3: 6,689 shares; 2025Q4: 6,176 shares; 2026Q1: 4,877 shares 4,877$857K<0.01%-1,299Timeline
JNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,087 shares; 2024Q4: 14,631 shares; 2025Q1: 4,136 shares; 2025Q2: 9,612 shares; 2025Q3: 12,756 shares; 2025Q4: 4,982 shares; 2026Q1: 8,896 shares 8,896$852K<0.01%+3,914Timeline
SAICSCIENCE APPLICATIONS INTL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,309 shares; 2024Q4: 9,460 shares; 2025Q1: 9,211 shares; 2025Q2: 7,990 shares; 2025Q3: 8,305 shares; 2025Q4: 8,114 shares; 2026Q1: 8,958 shares 8,958$850K<0.01%+844Timeline
HQHABRDN HEALTHCARE INVESTORSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,272 shares; 2024Q4: 47,139 shares; 2025Q1: 46,784 shares; 2025Q2: 47,137 shares; 2025Q3: 47,211 shares; 2025Q4: 43,942 shares; 2026Q1: 47,749 shares 47,749$849K<0.01%+3,807Timeline
RDVIFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,848 shares; 2024Q4: 16,982 shares; 2025Q1: 14,931 shares; 2025Q2: 19,853 shares; 2025Q3: 28,549 shares; 2025Q4: 32,154 shares; 2026Q1: 33,107 shares 33,107$846K<0.01%+953Timeline
FNFABRINETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,264 shares; 2025Q1: 1,312 shares; 2025Q2: 1,711 shares; 2025Q3: 1,456 shares; 2025Q4: 1,468 shares; 2026Q1: 1,616 shares 1,616$843K<0.01%+148Timeline
MUSAMURPHY USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 606 shares; 2024Q4: 648 shares; 2025Q1: 532 shares; 2025Q2: not reported; 2025Q3: 1,128 shares; 2025Q4: 1,538 shares; 2026Q1: 1,699 shares 1,699$839K<0.01%+161Timeline
EVRGEVERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,392 shares; 2024Q4: 6,064 shares; 2025Q1: 6,193 shares; 2025Q2: 6,715 shares; 2025Q3: 7,447 shares; 2025Q4: 8,238 shares; 2026Q1: 10,218 shares 10,218$837K<0.01%+1,980Timeline
NJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,252 shares; 2024Q4: 11,112 shares; 2025Q1: 22,838 shares; 2025Q2: 13,262 shares; 2025Q3: 13,522 shares; 2025Q4: 13,522 shares; 2026Q1: 15,661 shares 15,661$836K<0.01%+2,139Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,991 shares; 2024Q4: 1,736 shares; 2025Q1: 2,519 shares; 2025Q2: 1,760 shares; 2025Q3: 1,586 shares; 2025Q4: 1,600 shares; 2026Q1: 3,067 shares 3,067$835K<0.01%+1,467Timeline
IXNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,138 shares; 2024Q4: 32,217 shares; 2025Q1: 31,933 shares; 2025Q2: 33,229 shares; 2025Q3: 9,079 shares; 2025Q4: 8,653 shares; 2026Q1: 8,336 shares 8,336$833K<0.01%-317Timeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,285 shares; 2025Q4: not reported; 2026Q1: 1,186 shares 1,186$833K<0.01%newTimeline
MGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,410 shares; 2024Q4: 24,707 shares; 2025Q1: 12,873 shares; 2025Q2: 7,809 shares; 2025Q3: 6,745 shares; 2025Q4: 4,932 shares; 2026Q1: 5,728 shares 5,728$830K<0.01%+796Timeline
VONEVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 775 shares; 2024Q4: 1,109 shares; 2025Q1: 6,094 shares; 2025Q2: 5,591 shares; 2025Q3: 1,674 shares; 2025Q4: 2,969 shares; 2026Q1: 2,811 shares 2,811$830K<0.01%-158Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,451 shares; 2024Q4: 7,957 shares; 2025Q1: 3,191 shares; 2025Q2: 3,064 shares; 2025Q3: 3,413 shares; 2025Q4: 3,005 shares; 2026Q1: 3,112 shares 3,112$828K<0.01%+107Timeline
BFEBINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,691 shares; 2024Q4: 11,060 shares; 2025Q1: 12,878 shares; 2025Q2: 12,878 shares; 2025Q3: 12,346 shares; 2025Q4: 12,346 shares; 2026Q1: 17,009 shares 17,009$811K<0.01%+4,663Timeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,617 shares; 2024Q4: 1,932 shares; 2025Q1: 2,083 shares; 2025Q2: 3,013 shares; 2025Q3: 3,188 shares; 2025Q4: 3,471 shares; 2026Q1: 4,102 shares 4,102$811K<0.01%+631Timeline
WPCWP CAREY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,865 shares; 2024Q4: 4,590 shares; 2025Q1: 8,943 shares; 2025Q2: 10,349 shares; 2025Q3: 10,549 shares; 2025Q4: 11,044 shares; 2026Q1: 11,880 shares 11,880$807K<0.01%+836Timeline
FVFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,276 shares; 2024Q4: 12,251 shares; 2025Q1: 11,939 shares; 2025Q2: 11,790 shares; 2025Q3: 12,677 shares; 2025Q4: 12,525 shares; 2026Q1: 13,331 shares 13,331$806K<0.01%+806Timeline
LGLVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,504 shares; 2025Q1: 2,459 shares; 2025Q2: 2,353 shares; 2025Q3: 3,842 shares; 2025Q4: 3,881 shares; 2026Q1: 4,519 shares 4,519$805K<0.01%+638Timeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,303 shares; 2024Q4: 72,416 shares; 2025Q1: 79,716 shares; 2025Q2: 92,966 shares; 2025Q3: 101,434 shares; 2025Q4: 108,339 shares; 2026Q1: 8,840 shares 8,840$805K<0.01%-99,499Timeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,550 shares; 2024Q4: 7,075 shares; 2025Q1: 7,442 shares; 2025Q2: 7,511 shares; 2025Q3: 8,937 shares; 2025Q4: 9,714 shares; 2026Q1: 9,589 shares 9,589$803K<0.01%-125Timeline
CSGPCOSTAR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,674 shares; 2024Q4: 37,608 shares; 2025Q1: 31,570 shares; 2025Q2: 28,641 shares; 2025Q3: 27,646 shares; 2025Q4: 24,512 shares; 2026Q1: 19,831 shares 19,831$800K<0.01%-4,681Timeline
USRTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,175 shares; 2024Q4: 26,722 shares; 2025Q1: 27,368 shares; 2025Q2: 19,382 shares; 2025Q3: 14,518 shares; 2025Q4: 12,132 shares; 2026Q1: 13,513 shares 13,513$800K<0.01%+1,381Timeline
DVNDEVON ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,967 shares; 2024Q4: 9,988 shares; 2025Q1: 14,904 shares; 2025Q2: 15,564 shares; 2025Q3: 19,188 shares; 2025Q4: 16,386 shares; 2026Q1: 15,796 shares 15,796$795K<0.01%-590Timeline
SPMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,007 shares; 2024Q4: 40,569 shares; 2025Q1: 44,340 shares; 2025Q2: 32,653 shares; 2025Q3: 57,720 shares; 2025Q4: 39,692 shares; 2026Q1: 35,137 shares 35,137$787K<0.01%-4,555Timeline
SGOLETFS GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,081 shares; 2025Q3: 6,444 shares; 2025Q4: 17,090 shares; 2026Q1: 17,589 shares 17,589$785K<0.01%+499Timeline
IVESWEDBUSH SER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,323 shares; 2026Q1: 27,654 shares 27,654$785K<0.01%+13,331Timeline
AJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,750 shares; 2025Q1: 3,750 shares; 2025Q2: 116,670 shares; 2025Q3: 27,631 shares; 2025Q4: 27,060 shares; 2026Q1: 27,020 shares 27,020$783K<0.01%-40Timeline
CQPCHENIERE ENERGY PARTNERS L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,025 shares 12,025$777K<0.01%newTimeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 716 shares; 2024Q4: 883 shares; 2025Q1: 1,366 shares; 2025Q2: 1,368 shares; 2025Q3: 1,486 shares; 2025Q4: 1,660 shares; 2026Q1: 1,828 shares 1,828$776K<0.01%+168Timeline
NOCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,927 shares; 2024Q4: 2,705 shares; 2025Q1: 2,692 shares; 2025Q2: 4,653 shares; 2025Q3: 2,691 shares; 2025Q4: 13,042 shares; 2026Q1: 13,742 shares 13,742$775K<0.01%+700Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,956 shares; 2024Q4: 3,370 shares; 2025Q1: 3,595 shares; 2025Q2: 3,008 shares; 2025Q3: 2,590 shares; 2025Q4: 3,058 shares; 2026Q1: 2,641 shares 2,641$774K<0.01%-417Timeline
SAPSAP SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,581 shares; 2024Q4: 3,211 shares; 2025Q1: 2,942 shares; 2025Q2: 3,875 shares; 2025Q3: 4,106 shares; 2025Q4: 4,297 shares; 2026Q1: 4,516 shares 4,516$773K<0.01%+219Timeline
SFDSMITHFIELD FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,628 shares 27,628$773K<0.01%newTimeline
PAAAPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 811 shares; 2025Q4: not reported; 2026Q1: 15,077 shares 15,077$772K<0.01%newTimeline
RJFRAYMOND JAMES FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,319 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,306 shares 5,306$768K<0.01%newTimeline
SIXJAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 344,327 shares; 2024Q4: 3,948 shares; 2025Q1: 276,576 shares; 2025Q2: 270,223 shares; 2025Q3: 39,287 shares; 2025Q4: 25,290 shares; 2026Q1: 22,735 shares 22,735$765K<0.01%-2,555Timeline
TDYTELEDYNE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 471 shares; 2025Q2: not reported; 2025Q3: 1,164 shares; 2025Q4: 1,202 shares; 2026Q1: 1,264 shares 1,264$765K<0.01%+62Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,924 shares; 2024Q4: 2,256 shares; 2025Q1: 2,062 shares; 2025Q2: 66,578 shares; 2025Q3: 84,364 shares; 2025Q4: 144,531 shares; 2026Q1: 6,456 shares 6,456$763K<0.01%-138,075Timeline
EGPEASTGROUP PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,585 shares; 2024Q4: 112,477 shares; 2025Q1: 129,624 shares; 2025Q2: 127,374 shares; 2025Q3: 152,247 shares; 2025Q4: 198,900 shares; 2026Q1: 4,114 shares 4,114$761K<0.01%-194,786Timeline
NGGNATIONAL GRID PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,359 shares; 2024Q4: 8,246 shares; 2025Q1: 9,180 shares; 2025Q2: 9,602 shares; 2025Q3: 9,890 shares; 2025Q4: 10,780 shares; 2026Q1: 8,997 shares 8,997$761K<0.01%-1,783Timeline
CARYANGEL OAK FUNDS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,906 shares; 2025Q3: 35,822 shares; 2025Q4: 34,887 shares; 2026Q1: 36,195 shares 36,195$752K<0.01%+1,308Timeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,265 shares; 2024Q4: 1,395 shares; 2025Q1: 1,396 shares; 2025Q2: 2,576 shares; 2025Q3: 2,699 shares; 2025Q4: 3,557 shares; 2026Q1: 4,030 shares 4,030$752K<0.01%+473Timeline
VTRVENTAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,498 shares; 2025Q4: 6,713 shares; 2026Q1: 9,168 shares 9,168$750K<0.01%+2,455Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,515 shares; 2024Q4: 6,064 shares; 2025Q1: 5,751 shares; 2025Q2: 5,667 shares; 2025Q3: 5,827 shares; 2025Q4: 5,066 shares; 2026Q1: 5,457 shares 5,457$749K<0.01%+391Timeline
AHYBAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,730 shares; 2025Q1: 5,527 shares; 2025Q2: 7,440 shares; 2025Q3: 10,044 shares; 2025Q4: 14,350 shares; 2026Q1: 16,199 shares 16,199$746K<0.01%+1,849Timeline
KNKNOWLES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,419 shares; 2025Q1: 12,961 shares; 2025Q2: 17,862 shares; 2025Q3: 22,299 shares; 2025Q4: 25,889 shares; 2026Q1: 29,006 shares 29,006$745K<0.01%+3,117Timeline
UNMUNUM GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,395 shares; 2024Q4: 6,825 shares; 2025Q1: 133,982 shares; 2025Q2: 8,525 shares; 2025Q3: 8,436 shares; 2025Q4: 10,129 shares; 2026Q1: 10,180 shares 10,180$743K<0.01%+51Timeline
GBTCGRAYSCALE BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,247 shares; 2024Q4: 20,284 shares; 2025Q1: 15,444 shares; 2025Q2: 16,048 shares; 2025Q3: 16,562 shares; 2025Q4: 15,937 shares; 2026Q1: 14,068 shares 14,068$742K<0.01%-1,869Timeline
WPMWHEATON PRECIOUS METALS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,157 shares; 2024Q4: 9,821 shares; 2025Q1: 6,800 shares; 2025Q2: 5,968 shares; 2025Q3: 6,091 shares; 2025Q4: 5,571 shares; 2026Q1: 5,649 shares 5,649$740K<0.01%+78Timeline
IYRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 72,982 shares; 2025Q1: 1,210 shares; 2025Q2: 34,770 shares; 2025Q3: 2,663 shares; 2025Q4: 5,076 shares; 2026Q1: 7,821 shares 7,821$740K<0.01%+2,745Timeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,927 shares; 2024Q4: 12,649 shares; 2025Q1: 14,975 shares; 2025Q2: 15,771 shares; 2025Q3: 13,530 shares; 2025Q4: 21,942 shares; 2026Q1: 23,000 shares 23,000$736K<0.01%+1,058Timeline
EFXEQUIFAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,037 shares; 2024Q4: 2,920 shares; 2025Q1: 2,697 shares; 2025Q2: 3,054 shares; 2025Q3: 3,745 shares; 2025Q4: 3,425 shares; 2026Q1: 4,053 shares 4,053$730K<0.01%+628Timeline
CCICROWN CASTLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,450 shares; 2024Q4: 5,856 shares; 2025Q1: 6,787 shares; 2025Q2: 7,193 shares; 2025Q3: 7,395 shares; 2025Q4: 8,267 shares; 2026Q1: 8,969 shares 8,969$729K<0.01%+702Timeline
ZJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,499 shares; 2025Q2: 17,272 shares; 2025Q3: 17,583 shares; 2025Q4: 17,272 shares; 2026Q1: 26,703 shares 26,703$728K<0.01%+9,431Timeline
JBHTHUNT J B TRANS SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,182 shares; 2024Q4: 113,897 shares; 2025Q1: 117,022 shares; 2025Q2: 121,939 shares; 2025Q3: 125,829 shares; 2025Q4: 4,152 shares; 2026Q1: 3,429 shares 3,429$727K<0.01%-723Timeline
FXLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,903 shares; 2024Q4: 4,037 shares; 2025Q1: 4,016 shares; 2025Q2: 1,736 shares; 2025Q3: 2,822 shares; 2025Q4: 3,527 shares; 2026Q1: 4,571 shares 4,571$726K<0.01%+1,044Timeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,571 shares; 2024Q4: 7,290 shares; 2025Q1: 8,759 shares; 2025Q2: 11,023 shares; 2025Q3: 10,784 shares; 2025Q4: 9,986 shares; 2026Q1: 12,855 shares 12,855$724K<0.01%+2,869Timeline
HSBCHSBC HLDGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,924 shares; 2024Q4: 6,898 shares; 2025Q1: 6,753 shares; 2025Q2: 7,369 shares; 2025Q3: 7,531 shares; 2025Q4: 8,227 shares; 2026Q1: 8,762 shares 8,762$723K<0.01%+535Timeline
VFQYVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,199 shares; 2026Q1: 4,837 shares 4,837$722K<0.01%+1,638Timeline
ZDEKINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 240,888 shares; 2025Q1: 284,859 shares; 2025Q2: 334,083 shares; 2025Q3: 116,029 shares; 2025Q4: 28,673 shares; 2026Q1: 28,129 shares 28,129$721K<0.01%-544Timeline
GWWWW GRAINGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 288 shares; 2025Q1: 374 shares; 2025Q2: 734 shares; 2025Q3: 758 shares; 2025Q4: 714 shares; 2026Q1: 659 shares 659$719K<0.01%-55Timeline
RLRALPH LAUREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 862 shares; 2025Q4: 1,643 shares; 2026Q1: 2,078 shares 2,078$715K<0.01%+435Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,555 shares; 2025Q1: 2,171 shares; 2025Q2: 171 shares; 2025Q3: 2,627 shares; 2025Q4: 3,522 shares; 2026Q1: 20,686 shares 20,686$715K<0.01%+17,164Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,960 shares; 2024Q4: 2,280 shares; 2025Q1: 2,040 shares; 2025Q2: 1,862 shares; 2025Q3: 3,189 shares; 2025Q4: 2,929 shares; 2026Q1: 4,513 shares 4,513$710K<0.01%+1,584Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,733 shares; 2024Q4: 9,722 shares; 2025Q1: 13,434 shares; 2025Q2: 14,135 shares; 2025Q3: 14,279 shares; 2025Q4: 12,916 shares; 2026Q1: 14,637 shares 14,637$709K<0.01%+1,721Timeline
SPLBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,000 shares; 2025Q1: 32,272 shares; 2025Q2: 42,512 shares; 2025Q3: 795 shares; 2025Q4: 10,012 shares; 2026Q1: 31,899 shares 31,899$709K<0.01%+21,887Timeline
ROSTROSS STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,438 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,542 shares; 2026Q1: 3,271 shares 3,271$709K<0.01%+729Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,422 shares; 2024Q4: 4,578 shares; 2025Q1: 4,400 shares; 2025Q2: 4,404 shares; 2025Q3: 4,274 shares; 2025Q4: 4,942 shares; 2026Q1: 4,835 shares 4,835$706K<0.01%-107Timeline
VMRKVIVMARK RESIDENTIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,681 shares; 2025Q4: 11,031 shares; 2026Q1: 11,915 shares 11,915$705K<0.01%+884Timeline
CORPPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 232 shares; 2025Q1: 232 shares; 2025Q2: 228 shares; 2025Q3: 7,387 shares; 2025Q4: 7,275 shares; 2026Q1: 7,275 shares 7,275$704K<0.01%0Timeline
NAUGINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,871 shares; 2024Q4: 25,981 shares; 2025Q1: 25,831 shares; 2025Q2: 25,831 shares; 2025Q3: 26,621 shares; 2025Q4: 24,316 shares; 2026Q1: 24,316 shares 24,316$704K<0.01%0Timeline
ISMDNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,331 shares; 2025Q1: 6,081 shares; 2025Q2: 6,530 shares; 2025Q3: 10,033 shares; 2025Q4: 11,847 shares; 2026Q1: 17,585 shares 17,585$703K<0.01%+5,738Timeline
REETISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,141 shares; 2024Q4: 33,296 shares; 2025Q1: 32,300 shares; 2025Q2: 30,550 shares; 2025Q3: 28,575 shares; 2025Q4: 27,240 shares; 2026Q1: 27,942 shares 27,942$703K<0.01%+702Timeline
KNFKNIFE RIVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,454 shares; 2026Q1: 8,566 shares 8,566$699K<0.01%+5,112Timeline
LUVSOUTHWEST AIRLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,089 shares; 2024Q4: 17,657 shares; 2025Q1: 21,276 shares; 2025Q2: 19,522 shares; 2025Q3: 18,738 shares; 2025Q4: 17,460 shares; 2026Q1: 18,607 shares 18,607$699K<0.01%+1,147Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,068 shares; 2024Q4: 6,038 shares; 2025Q1: 7,282 shares; 2025Q2: 6,217 shares; 2025Q3: 5,085 shares; 2025Q4: 6,442 shares; 2026Q1: 5,033 shares 5,033$696K<0.01%-1,409Timeline
SYBTSTOCK YDS BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,496 shares 10,496$696K<0.01%newTimeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,444 shares; 2024Q4: 8,304 shares; 2025Q1: 8,420 shares; 2025Q2: 8,287 shares; 2025Q3: 8,074 shares; 2025Q4: 7,768 shares; 2026Q1: 7,853 shares 7,853$695K<0.01%+85Timeline
VRIGINVESCO ACTIVELY MANAGED EXCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 996 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 173 shares; 2026Q1: 27,700 shares 27,700$693K<0.01%+27,527Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,648 shares; 2025Q1: 7,882 shares; 2025Q2: 16,283 shares; 2025Q3: 18,624 shares; 2025Q4: 21,300 shares; 2026Q1: 22,374 shares 22,374$693K<0.01%+1,074Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,692 shares; 2024Q4: 42,370 shares; 2025Q1: 22,256 shares; 2025Q2: 14,820 shares; 2025Q3: 18,798 shares; 2025Q4: 4,710 shares; 2026Q1: 6,303 shares 6,303$691K<0.01%+1,593Timeline
RINGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 675 shares; 2025Q1: 415 shares; 2025Q2: 416 shares; 2025Q3: 416 shares; 2025Q4: 2,425 shares; 2026Q1: 8,707 shares 8,707$688K<0.01%+6,282Timeline
LNCLINCOLN NATL CORP INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,418 shares; 2024Q4: 19,074 shares; 2025Q1: 19,335 shares; 2025Q2: 19,471 shares; 2025Q3: 19,087 shares; 2025Q4: 18,228 shares; 2026Q1: 19,222 shares 19,222$682K<0.01%+994Timeline
DRIDARDEN RESTAURANTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,845 shares; 2025Q3: 4,872 shares; 2025Q4: 3,205 shares; 2026Q1: 3,464 shares 3,464$679K<0.01%+259Timeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,240 shares; 2024Q4: 5,370 shares; 2025Q1: 4,177 shares; 2025Q2: 3,801 shares; 2025Q3: 4,234 shares; 2025Q4: 5,060 shares; 2026Q1: 6,745 shares 6,745$679K<0.01%+1,685Timeline
LECOLINCOLN ELEC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,141 shares; 2024Q4: 3,343 shares; 2025Q1: 2,570 shares; 2025Q2: 2,268 shares; 2025Q3: 2,151 shares; 2025Q4: 2,420 shares; 2026Q1: 2,718 shares 2,718$677K<0.01%+298Timeline
UDECINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,848 shares; 2024Q4: 25,409 shares; 2025Q1: 18,875 shares; 2025Q2: 16,388 shares; 2025Q3: 16,818 shares; 2025Q4: 17,923 shares; 2026Q1: 17,423 shares 17,423$677K<0.01%-500Timeline
MKSIMKS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,148 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,702 shares; 2025Q4: 2,602 shares; 2026Q1: 2,931 shares 2,931$674K<0.01%+329Timeline
RIORIO TINTO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,591 shares; 2024Q4: 8,834 shares; 2025Q1: 9,390 shares; 2025Q2: 9,613 shares; 2025Q3: 9,827 shares; 2025Q4: 10,040 shares; 2026Q1: 7,219 shares 7,219$673K<0.01%-2,821Timeline
VOOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,091 shares; 2024Q4: 3,070 shares; 2025Q1: 3,448 shares; 2025Q2: 3,121 shares; 2025Q3: 3,117 shares; 2025Q4: 3,374 shares; 2026Q1: 3,287 shares 3,287$670K<0.01%-87Timeline
RKLBROCKET LAB CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,799 shares; 2025Q3: 19,726 shares; 2025Q4: 7,481 shares; 2026Q1: 10,431 shares 10,431$670K<0.01%+2,950Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,777 shares; 2024Q4: 1,690 shares; 2025Q1: 1,312 shares; 2025Q2: 1,294 shares; 2025Q3: 1,459 shares; 2025Q4: 1,479 shares; 2026Q1: 1,084 shares 1,084$669K<0.01%-395Timeline
HEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,892 shares; 2024Q4: 20,101 shares; 2025Q1: 205,709 shares; 2025Q2: 17,969 shares; 2025Q3: 16,181 shares; 2025Q4: 15,834 shares; 2026Q1: 15,736 shares 15,736$669K<0.01%-98Timeline
TELTE CONNECTIVITY PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,524 shares; 2024Q4: 51,729 shares; 2025Q1: 56,737 shares; 2025Q2: 11,868 shares; 2025Q3: 2,387 shares; 2025Q4: 2,924 shares; 2026Q1: 3,151 shares 3,151$659K<0.01%+227Timeline
AMCRAMCOR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,526 shares 16,526$657K<0.01%newTimeline
SFMSPROUTS FMRS MKT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,442 shares; 2024Q4: 5,759 shares; 2025Q1: 4,336 shares; 2025Q2: 4,045 shares; 2025Q3: 4,950 shares; 2025Q4: 3,551 shares; 2026Q1: 8,462 shares 8,462$653K<0.01%+4,911Timeline
COWGPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,856 shares; 2025Q2: 7,228 shares; 2025Q3: 10,977 shares; 2025Q4: 15,495 shares; 2026Q1: 19,339 shares 19,339$652K<0.01%+3,844Timeline
BURLBURLINGTON STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,836 shares; 2026Q1: 2,003 shares 2,003$652K<0.01%+167Timeline
IDEFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 122 shares; 2026Q1: 19,904 shares 19,904$651K<0.01%+19,782Timeline
BHPBHP BILLITON LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,310 shares; 2024Q4: 7,446 shares; 2025Q1: 8,559 shares; 2025Q2: 8,910 shares; 2025Q3: 8,830 shares; 2025Q4: 9,227 shares; 2026Q1: 8,912 shares 8,912$648K<0.01%-315Timeline
FTXOFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,438 shares; 2025Q1: 44,684 shares; 2025Q2: 35,922 shares; 2025Q3: 34,842 shares; 2025Q4: 19,469 shares; 2026Q1: 17,916 shares 17,916$648K<0.01%-1,553Timeline
ILMNILLUMINA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,717 shares; 2025Q2: 30,381 shares; 2025Q3: 21,337 shares; 2025Q4: 22,499 shares; 2026Q1: 5,255 shares 5,255$648K<0.01%-17,244Timeline
STLDSTEEL DYNAMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,979 shares; 2024Q4: 2,134 shares; 2025Q1: 2,286 shares; 2025Q2: 3,532 shares; 2025Q3: 3,442 shares; 2025Q4: 3,493 shares; 2026Q1: 3,590 shares 3,590$646K<0.01%+97Timeline
COMTISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,964 shares; 2025Q1: 11,011 shares; 2025Q2: 12,936 shares; 2025Q3: 19,323 shares; 2025Q4: 14,914 shares; 2026Q1: 19,086 shares 19,086$645K<0.01%+4,172Timeline
AEEAMEREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,627 shares; 2024Q4: 3,297 shares; 2025Q1: 3,205 shares; 2025Q2: 3,511 shares; 2025Q3: 4,385 shares; 2025Q4: 4,626 shares; 2026Q1: 5,861 shares 5,861$644K<0.01%+1,235Timeline
FCFSFIRSTCASH HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,040 shares; 2025Q3: 2,691 shares; 2025Q4: 3,597 shares; 2026Q1: 3,422 shares 3,422$643K<0.01%-175Timeline
KNGZFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,250 shares; 2024Q4: 9,582 shares; 2025Q1: 9,711 shares; 2025Q2: 12,019 shares; 2025Q3: 14,502 shares; 2025Q4: 16,751 shares; 2026Q1: 17,753 shares 17,753$640K<0.01%+1,002Timeline
UCTTULTRA CLEAN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,257 shares 10,257$638K<0.01%newTimeline
IXJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,076 shares; 2024Q4: 6,884 shares; 2025Q1: 6,836 shares; 2025Q2: 7,331 shares; 2025Q3: 6,326 shares; 2025Q4: 6,080 shares; 2026Q1: 6,816 shares 6,816$638K<0.01%+736Timeline
NXTNEXTPOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,189 shares; 2025Q4: 4,163 shares; 2026Q1: 5,279 shares 5,279$636K<0.01%+1,116Timeline
SILASILA REALTY TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,477 shares; 2024Q4: 30,737 shares; 2025Q1: 28,799 shares; 2025Q2: 25,457 shares; 2025Q3: 26,483 shares; 2025Q4: 28,213 shares; 2026Q1: 26,842 shares 26,842$636K<0.01%-1,371Timeline
PPAINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: 3,535 shares; 2025Q1: 3,583 shares; 2025Q2: 3,591 shares; 2025Q3: 3,287 shares; 2025Q4: 3,457 shares; 2026Q1: 3,828 shares 3,828$634K<0.01%+371Timeline
ONBOLD NATL BANCORP INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,735 shares; 2024Q4: 31,409 shares; 2025Q1: 29,386 shares; 2025Q2: 32,781 shares; 2025Q3: 36,043 shares; 2025Q4: 24,778 shares; 2026Q1: 28,689 shares 28,689$634K<0.01%+3,911Timeline

Sold out in Q1 2026

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

The largest 100 of 145. All 145

SecurityShares beforeValue beforeType
LLOEWS CORP49,460$5.21Mshares
MATMATTEL INC249,391$4.95Mshares
TGNATEGNA INC123,135$2.39Mshares
MARUAIM ETF PRODUCTS TRUST75,285$2.09Mshares
WHRWHIRLPOOL CORP28,149$2.03Mshares
SEISOLARIS ENERGY INFRAS INC44,042$2.02Mshares
AZNASTRAZENECA PLC-SPONS ADR16,195$1.49Mshares
MDBMONGODB INC2,820$1.18Mshares
CMACOMERICA INC13,200$1.15Mshares
RPRXROYALTY PHARMA PLC26,050$1.01Mshares
TRUESHARES ACTIVE YIELD ETFTRUESHARES ACTIVE YIELD ETF45,317$928Kshares
FEBZELEVATION SERIES TRUST24,144$909Kshares
OLEDUNIVERSAL DISPLAY CORP7,722$902Kshares
TEAMATLASSIAN CORPORATION4,938$801Kshares
CPRTCOPART INC19,390$759Kshares
SPXLDIREXION SHARES ETF TRUST3,198$705Kshares
SAIASAIA INC2,061$673Kshares
ITICINVESTORS TITLE CO NC2,124$530Kshares
THCTENET HEALTHCARE CORP2,610$519Kshares
ERIEERIE INDTY CO1,802$517Kshares
AMCOR PLCAMCOR PLC60,760$507Kshares
SXTSENSIENT TECHNOLOGIES CORP4,851$456Kshares
SLVMSYLVAMO CORP9,361$451Kshares
GWREGUIDEWIRE SOFTWARE INC2,024$407Kshares
WTRGESSENTIAL UTILS INC10,598$407Kshares
DEODIAGEO PLC4,693$405Kshares
CSGSCSG SYS INTL INC4,840$371Kshares
IVTINVENTRUST PPTYS CORP13,100$370Kshares
SHLSSHOALS TECHNOLOGIES GROUP IN41,553$353Kshares
NFLYTIDAL TRUST II29,202$351Kshares
IONSIONIS PHARMACEUTICALS INC4,403$348Kshares
ADARRAY DIGITAL INFRASTRUCTURE6,182$331Kshares
HLIHOULIHAN LOKEY INC1,898$331Kshares
SSRMSSR MINING IN14,056$308Kshares
MFCMANULIFE FINL CORP8,306$301Kshares
HUMHUMANA INC1,152$295Kshares
RACEFERRARI N V791$292Kshares
CELHCELSIUS HLDGS INC6,241$285Kshares
TNADIREXION SHARES ETF TRUST6,113$278Kshares
GLDDGREAT LAKES DREDGE & DOCK CO20,917$274Kshares
WYNNWYNN RESORTS LTD2,230$268Kshares
EPAMEPAM SYS INC1,309$268Kshares
UHALU HAUL HOLDING COMPANY5,289$267Kshares
YUMCYUM CHINA HLDGS INC5,390$257Kshares
TTDTHE TRADE DESK INC6,710$255Kshares
HIMSHIMS & HERS HEALTH INC7,729$251Kshares
QLTYGMO ETF TRUST6,462$249Kshares
MPLXMPLX LP4,605$246Kshares
DKSDICKS SPORTING GOODS INC1,206$239Kshares
SPSCSPS COMM INC2,646$236Kshares
NWNNORTHWEST NAT HLDG CO4,942$231Kshares
ETHEGRAYSCALE ETHEREUM STAKING E9,349$228Kshares
AKREPROFESIONALLY MANAGED PORTFO3,473$228Kshares
ANFABERCROMBIE & FITCH CO1,797$226Kshares
GLGLOBE LIFE INC1,566$219Kshares
ELFE L F BEAUTY INC2,876$219Kshares
PLMRPALOMAR HLDGS INC1,622$219Kshares
LTCLTC PPTYS INC6,343$218Kshares
OZBELPOINTE PREP LLC3,280$213Kshares
ZBRAZEBRA TECHNOLOGIES CORPORATI874$212Kshares
KMXCARMAX INC5,490$212Kshares
APAMARTISAN PARTNERS ASSET MGMT5,144$210Kshares
CGUSCAPITAL GROUP CORE EQUITY ET5,130$206Kshares
FISFIDELITY NATL INFORMATION SV3,045$202Kshares
CWKCUSHMAN AND WAKEFIELD LTD10,480$170Kshares
MSTYTIDAL TRUST II5,346$158Kshares
ASLEAERSALE CORPORATION21,917$156Kshares
UTESETFIS SER TR I1,878$148Kshares
ALITALIGHT INC63,167$123Kshares
UHAL-BU HAUL HOLDING COMPANY2,518$118Kshares
CONYTIDAL TRUST II2,741$108Kshares
BUFQFIRST TR EXCHNG TRADED FD VI2,843$102Kshares
XEXGXEATON VANCE TAX-MANAGED GLOB10,684$102Kshares
TTECTTEC HLDGS INC27,553$99.2Kshares
USALIBERTY ALL STAR EQUITY FD10,020$62.9Kshares
JHEMJOHN HANCOCK EXCHANGE TRADED1,861$61.2Kshares
SEERSEER INC32,513$59.5Kshares
PFFAETFIS SER TR I2,643$57Kshares
NFLTETFIS SER TR I1,685$38.8Kshares
NVDXETF OPPORTUNITIES TRUST2,240$38.3Kshares
PGFINVESCO EXCHANGE TRADED FD T2,350$33.2Kshares
DNLWISDOMTREE TR788$32.5Kshares
BBAGJ P MORGAN EXCHANGE TRADED F662$30.7Kshares
MBSDFLEXSHARES TR1,396$29Kshares
BBMCJ P MORGAN EXCHANGE TRADED F263$28.1Kshares
FCVTFIRST TR EXCHANGE-TRADED FD652$28.1Kshares
QYLGGLOBAL X FDS980$26.7Kshares
PFFRETFIS SER TR I1,370$24.7Kshares
AEMSTWO RDS SHARED TR2,346$24.3Kshares
ULTYTIDAL TRUST II594$22.2Kshares
IMFLINVESCO EXCH TRD SLF IDX FD734$21.9Kshares
EPRFINNOVATOR ETFS TRUST1,200$21.1Kshares
JHCBJOHN HANCOCK EXCHANGE TRADED880$18.9Kshares
TSLYTIDAL TRUST II497$18.7Kshares
KBWPINVESCO EXCH TRADED FD TR II134$17.1Kshares
OVSLISTED FDS TR466$16.6Kshares
SBIOALPS ETF TR280$14.3Kshares
OARKTIDAL TRUST II368$13.4Kshares
BBSCJ P MORGAN EXCHANGE TRADED F172$12.8Kshares
XCWISDOMTREE TR370$12Kshares

How Q1 2026 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 0001697723-26-000006 base2026-05-13acceptance time not in the bulk data set